JG
Jeffrey Gilbert Portfolio
Invests via Balboa Wealth Partners | Managed by Jeffrey Gilbert
Invests via Balboa Wealth Partners
Managed by Jeffrey Gilbert
Automatically Tracked
Jeffrey Gilbert Profile
With a strong background in financial services, Jeffrey Gilbert has carved out a niche as an influential figure in capital markets. His career includes significant leadership roles across several notable firms, where he has consistently driven business growth and strategic innovation. Known for his keen analytical skills, he contributes to the understanding of market dynamics while mentoring emerging leaders in finance. His professional journey is underscored by an ability to navigate complex transactions and foster client relationships that lead to sustained success within competitive environments.
With a strong background in financial services, Jeffrey Gilbert has carved out a niche as an influential figure in capital markets. His career includes significant leadership roles across several notable firms, where he has consistently driven business growth and strategic innovation. Known for his keen analytical skills, he contributes to the understanding of market dynamics while mentoring emerging leaders in finance. His professional journey is underscored by an ability to navigate complex transactions and foster client relationships that lead to sustained success within competitive environments.
Investment Philosophy & Strategy
Operating within the investment landscape, Jeffrey Gilbert champions a growth-oriented strategy that aligns well with market evolution. Drawing on his extensive leadership experience in financial services, he seeks out transformational opportunities that advance business objectives while enhancing value creation. The focus remains on identifying dynamic sectors poised for expansion and leveraging innovative solutions to achieve competitive advantages. As a mentor and industry leader, he fosters collaboration and insightful decision-making among peers, ensuring strategic initiatives are driven by an acute understanding of market movements.
Operating within the investment landscape, Jeffrey Gilbert champions a growth-oriented strategy that aligns well with market evolution. Drawing on his extensive leadership experience in financial services, he seeks out transformational opportunities that advance business objectives while enhancing value creation. The focus remains on identifying dynamic sectors poised for expansion and leveraging innovative solutions to achieve competitive advantages. As a mentor and industry leader, he fosters collaboration and insightful decision-making among peers, ensuring strategic initiatives are driven by an acute understanding of market movements.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
49.31%
Gain +0.01%
Monthly
1.41%
Yearly
18.34%
Drawdown
18.4%
$699.51M
Equity
Holdings
$699.51M
Investment
$416.65M
$372.56M
Profit +$112,931.45
Realized
$86.92M
Unrealized
$285.64M
Dividends
$18.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$112,931.45
Win %
76%
This Week
Compared To Last Week
Gain
0.02%
Profit
$112,931.45
Win %
76%
This Month
Compared to last month
Gain
-2.27%
Profit
-$16.23M
Win %
76%
This Year
Compared to last year
Gain
5.16%
Profit
$40.98M
Win %
76%
LOOP Loop Industries Inc.
+15.83%
+$6,769.62 
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$112,846.47 
AMDL GraniteShares 2x Long AMD ETF
+9.27%
+$56,100 
STX Seagate Technology Holdings plc
+7.25%
+$42,994.82 
ALB Albemarle Corporation
+7.14%
+$37,737.93 
LAR Lithium Argentina AG
+7.11%
+$22,136.32 
INTC Intel Corporation
+6.51%
+$107,574.96 
WDC Western Digital Corporation
+6.36%
+$46,322.29 
IMUX Immunic, Inc.
+6.04%
+$948 
COHR Coherent Corp.
+5.9%
+$28,356.91 
CRWV CoreWeave, Inc.
+5.02%
+$15,040.87 
FN Fabrinet
+4.94%
+$31,762.1 
AMD Advanced Micro Devices, Inc.
+4.73%
+$1.91M 
PRIM Primoris Services Corporation
+4.39%
+$12,400.2 
ANET Arista Networks, Inc.
+4.37%
+$26,149.4 
PACS Pacs Group Inc.
+4.37%
+$11,235.84 
QCOM QUALCOMM Incorporated
+4.32%
+$30,370.89 
SCCO Southern Copper Corporation
+4.19%
+$51,319.31 
WTS Watts Water Technologies Inc.
+3.81%
+$11,828.94 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$248,247.73 
UEC Uranium Energy Corp.
+3.76%
+$11,128 
GEV GE Vernova Inc.
+3.73%
+$10,262.61 
SMR NuScale Power Corporation
+3.34%
+$4,212.8 
NTR Nutrien Ltd.
+3.14%
+$5,790.66 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$15,024.38 
WPM Wheaton Precious Metals Corp.
+3.05%
+$5,947.76 
DD DuPont de Nemours Inc.
+3.03%
+$6,796.12 
APLD Applied Digital Corporation
+2.97%
+$51,888.78 
AGX Argan Inc.
+2.89%
+$12,289.65 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$32,451.16 
SCHW Charles Schwab Corporation
+2.71%
+$20,162.38 
NEM Newmont Corporation
+2.71%
+$5,161.2 
AMAT Applied Materials, Inc.
+2.64%
+$44,575.08 
GS The Goldman Sachs Group, Inc.
+2.62%
+$74,498.25 
T AT&T Inc.
+2.52%
+$21,696.06 
VZ Verizon Communications Inc.
+2.49%
+$37,486.8 
PLXS Plexus Corp.
+2.46%
+$10,925.69 
LEU Centrus Energy Corp.
+2.46%
+$7,480.22 
STRL Sterling Infrastructure, Inc.
+2.44%
+$281,417.92 
JPM JPMorgan Chase & Co.
+2.31%
+$69,415.33 
USB U.S. Bancorp
+2.27%
+$6,445.2 
AXP American Express Company
+2.18%
+$44,014.41 
NUE Nucor Corporation
+2.09%
+$29,441.01 
CCJ Cameco Corporation
+2.01%
+$24,548.64 
PM Philip Morris International Inc.
+1.95%
+$15,327.26 
TGT Target Corporation
+1.95%
+$12,110.84 
OXY Occidental Petroleum Corporation
+1.93%
+$11,107.67 
CLS Celestica Inc.
+1.88%
+$6,475.93 
BITQ Bitwise Crypto Industry Innovators ETF
+1.86%
+$5,267.5 
FIX Comfort Systems USA, Inc.
+1.85%
+$13,470.84 
KMI Kinder Morgan, Inc.
+1.85%
+$7,044.1 
D Dominion Energy, Inc.
+1.83%
+$8,321.62 
TSLA Tesla, Inc.
+1.82%
+$878,637.76 
HBAN Huntington Bancshares Incorporated
+1.8%
+$8,383.02 
SMH VanEck Semiconductor ETF
+1.73%
+$6,852.53 
WELL Welltower Inc.
+1.69%
+$14,884.36 
VRT Vertiv Holdings Co
+1.68%
+$104,770.04 
ARLO Arlo Technologies Inc.
+1.65%
+$4,100.46 
WFC Wells Fargo & Company
+1.61%
+$3,622.92 
UTG Reaves Utility Income Fund
+1.59%
+$5,031.04 
SOXX iShares Semiconductor ETF
+1.59%
+$8,751.49 
BX Blackstone Inc.
+1.58%
+$3,995.72 
LIN Linde plc
+1.58%
+$7,617.82 
BAC Bank of America Corporation
+1.56%
+$4,678.4 
OKE ONEOK, Inc.
+1.56%
+$13,506.63 
URA Global X Uranium ETF
+1.54%
+$18,179.43 
AER AerCap Holdings N.V.
+1.52%
+$21,262.6 
GLW Corning Incorporated
+1.5%
+$27,252.6 
CAT Caterpillar Inc.
+1.44%
+$16,925.53 
COP ConocoPhillips
+1.4%
+$3,016.44 
XLF Financial Select Sector SPDR Fund
+1.37%
+$13,395.6 
MCO Moody's Corporation
+1.36%
+$4,070.25 
NEE NextEra Energy, Inc.
+1.35%
+$3,681.15 
ICVT iShares Convertible Bond ETF
+1.35%
+$5,459.2 
SPGI S&P Global Inc.
+1.35%
+$5,090.98 
SMBC Southern Missouri Bancorp Inc.
+1.33%
+$12,295.85 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$5,927.05 
OI O-I Glass, Inc.
+1.33%
+$1,915.56 
ABBV AbbVie Inc.
+1.32%
+$28,090.4 
O Realty Income Corporation
+1.31%
+$3,917.16 
IFRA iShares U.S. Infrastructure
+1.29%
+$9,598.49 
AVAH Aveanna Healthcare Holdings Inc.
+1.29%
+$2,489.13 
C Citigroup Inc.
+1.27%
+$6,515.49 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$12,163.8 
EVRG Evergy Inc.
+1.26%
+$5,552.56 
CAH Cardinal Health Inc.
+1.22%
+$4,277.12 
LRCX Lam Research Corporation
+1.18%
+$9,026.18 
KLIC Kulicke & Soffa Industries, Inc.
+1.17%
+$4,765.78 
ITW Illinois Tool Works Inc.
+1.17%
+$3,978.29 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$6,038.8 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$5,078.12 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$3,057.6 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.08%
+$3,020.22 
OHI Omega Healthcare Investors Inc.
+1.08%
+$2,989.49 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+1.08%
+$29,351.88 
CI The Cigna Group
+1.07%
+$3,115.76 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$25,858.89 
JNJ Johnson & Johnson
+1.07%
+$26,654.76 
MPC Marathon Petroleum Corporation
+1.06%
+$4,620.34 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$25,961.4 
PLD Prologis Inc.
+1.05%
+$3,932.38 
DELL Dell Technologies Inc.
+1.05%
+$9,686.12 
BYD Boyd Gaming Corporation
+1.05%
+$3,584.49 
V Visa Inc. Class A
+1.05%
+$18,613.94 
HOOD Robinhood Markets, Inc.
+1.04%
+$11,993.28 
ARCC Ares Capital Corporation
+1%
+$7,099.73 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$6,444.35 
IWD iShares Russell 1000 Value ETF
+0.98%
+$8,774.9 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,330.46 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$6,483.29 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$5,853.78 
TDVI FT Vest Technology Dividend Mutual Fund
+0.96%
+$2,598.73 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$3,787.8 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$14,659.26 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$2,670 
TRFM AAM Transformers ETF
+0.95%
+$3,036.26 
FLN First Trust Latin America ETF
+0.95%
+$1,914.24 
VTV Vanguard Value ETF
+0.94%
+$22,230.53 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$54,312 
GWX SPDR S&P International Small Cap ETF
+0.93%
+$2,536.38 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$6,988.16 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$9,914.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,509.34 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$20,693.16 
SDVD FT Vest Smid Rising Dividend Fund
+0.89%
+$6,443.2 
APH Amphenol Corporation
+0.88%
+$3,911.43 
IWM iShares Russell 2000 ETF
+0.87%
+$27,348.29 
COLL Collegium Pharmaceutical Inc.
+0.87%
+$2,134.5 
SUI Sun Communities Inc.
+0.87%
+$5,122.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,491.29 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$10,810.35 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$32,760.15 
PAHC Phibro Animal Health Corporation
+0.86%
+$2,127.33 
PG Procter & Gamble Co
+0.86%
+$7,349.49 
FTNT Fortinet Inc.
+0.85%
+$3,768.37 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$1,890 
VTR Ventas Inc.
+0.85%
+$2,766.87 
ED Consolidated Edison, Inc.
+0.84%
+$3,287.7 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$8,472.3 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$2,306.01 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$1,967.36 
FDD First Trust STOXX European Select Dividend Index Fund
+0.81%
+$3,667.68 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$13,710.05 
MTDR Matador Resources Company
+0.8%
+$1,739.78 
SO The Southern Company
+0.78%
+$8,200.09 
MWA Mueller Water Products Inc.
+0.78%
+$3,802 
SLV iShares Silver Trust
+0.77%
+$2,172.34 
CGDG Capital Group Dividend Growers ETF
+0.77%
+$2,825.18 
GE General Electric Company
+0.76%
+$4,292.57 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$30,584.39 
CVX Chevron Corporation
+0.75%
+$9,014.54 
XLE Energy Select Sector SPDR Fund
+0.75%
+$25,155.43 
DLR Digital Realty Trust, Inc.
+0.74%
+$6,190.72 
SBUX Starbucks Corporation
+0.74%
+$1,933.44 
MO Altria Group, Inc.
+0.74%
+$3,110.04 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,717.55 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$2,466.45 
HD The Home Depot, Inc.
+0.73%
+$8,211 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$9,179.72 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,798.88 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$5,604.13 
MA Mastercard Incorporated
+0.71%
+$16,746.22 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$50,896.6 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$5,280.38 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$44,821.83 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$2,196.48 
VB Vanguard Small-Cap ETF
+0.7%
+$8,139.02 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$1,951.31 
EMR Emerson Electric Co.
+0.69%
+$2,356.93 
COST Costco Wholesale Corporation
+0.68%
+$40,392.78 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$77,362.54 
MPLX MPLX LP
+0.67%
+$1,451.98 
CGDV Capital Group Dividend Value ETF
+0.66%
+$2,549.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$4,407.39 
MS Morgan Stanley
+0.65%
+$4,629.88 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.65%
+$5,203.8 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,456.85 
FTQI First Trust Nasdaq BuyWrite Fund
+0.64%
+$6,214.6 
WMB The Williams Companies, Inc.
+0.64%
+$2,788.53 
DUK Duke Energy Corporation
+0.63%
+$10,196.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$3,525.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,255 
IYW iShares U.S. Technology ETF
+0.61%
+$1,913.63 
MAA Mid-America Apartment Communities, Inc.
+0.6%
+$1,586.09 
CMI Cummins Inc.
+0.59%
+$3,722.75 
QUIZ Zacks Quality International Fund
+0.59%
+$16,635.39 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$36,304.92 
AEP American Electric Power Company, Inc.
+0.58%
+$2,760 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$15,537.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$53,514.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$2,875.04 
IVV iShares Core S&P 500 ETF
+0.55%
+$8,004.17 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.55%
+$7,709.91 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$3,857.1 
VOO Vanguard S&P 500 ETF
+0.55%
+$48,724.95 
HON Honeywell International Inc.
+0.54%
+$1,877.82 
MAIN Main Street Capital Corporation
+0.54%
+$2,707.04 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$73,619.31 
ZWS Zurn Elkay Water Solutions Corporation
+0.54%
+$1,363.44 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$2,742.66 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.54%
+$2,686.85 
GOOGL Alphabet Inc
+0.53%
+$35,886.99 
CGUS Capital Group Core Equity ETF
+0.53%
+$3,055.78 
IWB iShares Russell 1000 ETF
+0.52%
+$1,718.07 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$1,840 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$1,620.84 
AZZ Azz Inc.
+0.49%
+$1,645.04 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,137.92 
FTLS First Trust Long/Short Equity ETF
+0.49%
+$4,052.88 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$8,249.64 
LNG Cheniere Energy Inc.
+0.47%
+$4,065.24 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$8,756.8 
XLSR SPDR SSGA US Sector Rotation ETF
+0.47%
+$8,755.5 
NET Cloudflare Inc.
+0.46%
+$1,759.68 
GOOG Alphabet Inc
+0.45%
+$72,584 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.45%
+$1,413.78 
WMT Walmart Inc.
+0.45%
+$6,377.41 
VT Vanguard Total World Stock ETF
+0.44%
+$1,389.9 
BKIE BNY Mellon International Equity ETF
+0.43%
+$3,003.3 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$1,125.9 
ZECP Zacks Earnings Consistent Portfolio
+0.43%
+$29,215.38 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$3,068.89 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,017.63 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$7,314.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,084.8 
ACWI iShares MSCI ACWI ETF
+0.41%
+$1,633.92 
AGM Federal Agricultural Mortgage Corporation
+0.41%
+$2,109 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,403.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,061.18 
FTCS First Trust Capital Strength ETF
+0.39%
+$1,465.94 
JHMD John Hancock Multifactor Developed International ETF
+0.39%
+$1,250.32 
AIT Applied Industrial Technologies Inc.
+0.38%
+$1,706.75 
ROK Rockwell Automation, Inc.
+0.38%
+$1,576.75 
GD General Dynamics Corporation
+0.38%
+$3,633.95 
PEP PepsiCo, Inc.
+0.38%
+$1,627.02 
EAT Brinker International Inc.
+0.37%
+$1,294.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$3,033 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$870.55 
UPWK Upwork Inc.
+0.35%
+$502.17 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.34%
+$1,012.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$23,038.56 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$788.13 
AMGN Amgen Inc.
+0.32%
+$1,011.19 
CGBL Capital Group Core Balanced ETF
+0.32%
+$1,995 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$1,990.17 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$778.03 
WM Waste Management, Inc.
+0.3%
+$1,020.38 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$4,109.5 
SCHF Schwab International Equity ETF
+0.29%
+$950.96 
XOM Exxon Mobil Corporation
+0.28%
+$4,240.88 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,849.31 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$4,204.9 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.28%
+$4,585.49 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+0.27%
+$878.64 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$921.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$811.35 
RITM-PD Rithm Capital Corp.
+0.24%
+$1,111.38 
BTSG BrightSpring Health Services, Inc.
+0.24%
+$1,045.49 
ECCU Eagle Point Credit Company Inc. Preferred Stock 7.75%
+0.23%
+$5,394.18 
BP BP p.l.c. Sponsored ADR
+0.23%
+$1,343.1 
CGGE Capital Group Global Equity ETF
+0.23%
+$1,566.88 
FDT First Trust Developed Markets ex-US Fund
+0.22%
+$3,873.03 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.2%
+$863.24 
YMAR FT VT International Equity Market Fund - Class B
+0.19%
+$409.09 
AVPT AvePoint, Inc.
+0.18%
+$401.64 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,411.56 
TRV The Travelers Companies, Inc.
+0.18%
+$516.88 
VUG Vanguard Growth ETF
+0.18%
+$2,312.1 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$440.8 
NVDA NVIDIA Corporation
+0.16%
+$82,848.96 
PFE Pfizer Inc.
+0.15%
+$1,107.44 
GROZ Zacks Focus Growth ETF
+0.15%
+$1,010.45 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,135.33 
PH Parker-Hannifin Corporation
+0.12%
+$1,568.4 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.12%
+$546.75 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$363.22 
CGGR Capital Group Growth ETF
+0.11%
+$846.1 
KO The Coca-Cola Company
+0.11%
+$687.33 
HYTI FT Vest High Yield & Target Income ETF
+0.1%
+$1,717.8 
MSFT Microsoft Corp.
+0.1%
+$22,641.83 
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$1,168.47 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$581.22 
GPRF Access Preferred and Hybrid Fund
+0.08%
+$189.56 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$257.34 
IAU iShares Gold Trust
+0.08%
+$218.88 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$1,006.66 
ENB Enbridge Inc.
+0.07%
+$468.68 
CB Chubb Limited
+0.06%
+$175.16 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.06%
+$450.33 
GLD SPDR Gold Shares
+0.06%
+$3,284.82 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.05%
+$191.23 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$159.05 
TJX The TJX Companies, Inc.
+0.04%
+$319.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$295.56 
CLOI VanEck CLO ETF
+0.04%
+$114.44 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.03%
+$538.02 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$255.27 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$311.52 
PANW Palo Alto Networks, Inc.
+0.03%
+$554.04 
JPIE JPMorgan Income ETF
+0.02%
+$103.66 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$80.66 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$326.27 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$88.45 
FMF First Trust Managed Futures Strategy Fund
+0.02%
+$111.98 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$56.12 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$120.33 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$53.11 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$180.38 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$164.2 
SCYB Schwab High Yield Bond ETF
+0.02%
+$40.83 
ORCL Oracle Corporation
+0.02%
+$319.84 
MCD McDonald's Corporation
+0.01%
+$116.03 
007973AE0
0%
$0 
008073AA6
0%
$0 
00827BAD8
0%
$0 
00971TAL5
0%
$0 
02043QAB3
0%
$0 
09061GAK7
0%
$0 
10806XAD4
0%
$0 
163072AA9
0%
$0 
163086AE1
0%
$0 
18915MAC1
0%
$0 
252131AM9
0%
$0 
29786AAJ5
0%
$0 
343412AJ1
0%
$0 
358039AB1
0%
$0 
40637HAD1
0%
$0 
450056AB2
0%
$0 
45826HAB5
0%
$0 
516544AB9
0%
$0 
531229AQ5
0%
$0 
538034BA6
0%
$0 
55024UAD1
0%
$0 
55303JAB2
0%
$0 
55306NAB0
0%
$0 
59001ABF8
0%
$0 
604749AB7
0%
$0 
665531AJ8
0%
$0 
67059NAH1
0%
$0 
671044AF2
0%
$0 
682189AS4
0%
$0 
69331CAL2
0%
$0 
703343AG8
0%
$0 
70614WAD2
0%
$0 
737446AT1
0%
$0 
743312AD2
0%
$0 
76954AAB9
0%
$0 
833445AB5
0%
$0 
842587DZ7
0%
$0 
88162GAB9
0%
$0 
90353TAM2
0%
$0 
91332UAH4
0%
$0 
92939UAR7
0%
$0 
958102AT2
0%
$0 
AMOT Allied Motion Technologies, Inc.
0%
$0 
AZN
0%
$0 
CRWG
0%
$0 
EQT
0%
$0 
JCI
0%
$0 
LAC
0%
$0 
LQTI FT Vest Investment Grade & Target Income ETF
0%
$0 
SQ Block, Inc.
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
TMAR
0%
$0 
YNDX Yandex NV
0%
$0 
AVAV AeroVironment Inc.
-7.14%
-$31,595.1 
ADBE Adobe Inc.
-6.75%
-$33,550.59 
ESLT Elbit Systems Ltd.
-6.48%
-$23,596.86 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$35,544.63 
ACHR Archer Aviation Inc.
-4.15%
-$5,197.5 
ILMN Illumina, Inc.
-3.15%
-$18,119.95 
CVSA Adtalem Global Education Inc.
-2.65%
-$8,704.08 
LLY Eli Lilly and Company
-2.41%
-$42,651.62 
PLTR Palantir Technologies Inc.
-2.36%
-$138,036.57 
SHOP Shopify Inc.
-2.02%
-$3,819.99 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$125,000.23 
ULTA Ulta Beauty Inc.
-1.82%
-$5,963.17 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$18,472.02 
ABT Abbott Laboratories
-1.64%
-$10,132.71 
MEDP Medpace Holdings Inc.
-1.63%
-$6,377.26 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$16,252.38 
AAPL Apple Inc.
-1.52%
-$317,866.5 
LMT Lockheed Martin Corporation
-1.52%
-$20,616.08 
YOU Clear Secure Inc.
-1.47%
-$6,405.75 
MU Micron Technology, Inc.
-1.43%
-$239,026.29 
MRK Merck & Co., Inc.
-1.42%
-$11,879.35 
LHX L3Harris Technologies, Inc.
-1.4%
-$2,860.14 
MELI MercadoLibre, Inc.
-1.27%
-$5,467.21 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$28,931.35 
AMZN Amazon.com Inc
-1.23%
-$165,182.24 
BA Boeing Company
-1.16%
-$33,431.6 
NFLX Netflix, Inc.
-1.14%
-$27,218.31 
AMT American Tower Corporation
-1.12%
-$6,713.79 
HII Huntington Ingalls Industries Inc.
-1.09%
-$2,266.12 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$2,000.53 
AJG Arthur J. Gallagher & Co.
-1%
-$3,427.69 
IBM International Business Machines Corporation
-0.95%
-$6,185.75 
AVGO Broadcom Inc.
-0.91%
-$70,028.06 
NOW ServiceNow, Inc.
-0.9%
-$2,947.18 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.83%
-$6,042.78 
DDS Dillard's Inc.
-0.69%
-$40,185.16 
CSCO Cisco Systems, Inc.
-0.6%
-$7,324.11 
ETN Eaton Corporation plc
-0.57%
-$4,320 
SMA SmartStop Self Storage REIT Inc.
-0.53%
-$1,401.31 
UPS United Parcel Service, Inc.
-0.51%
-$4,266.37 
ISRG Intuitive Surgical, Inc.
-0.45%
-$3,882.38 
LMAT Lemaitre Vascular Inc.
-0.41%
-$840.94 
TT Trane Technologies plc
-0.41%
-$1,092.43 
MCK McKesson Corporation
-0.4%
-$3,519.95 
GSOL Grayscale Solana Trust
-0.4%
-$295.38 
NOC Northrop Grumman Corporation
-0.4%
-$1,988.52 
RTX RTX Corporation
-0.37%
-$6,594.06 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.36%
-$2,143.92 
MRVL Marvell Technology, Inc.
-0.36%
-$14,331.62 
AMLP Alerian MLP ETF
-0.34%
-$725.22 
SSD Simpson Manufacturing Co., Inc.
-0.32%
-$1,375.14 
GUT The Gabelli Utility Trust
-0.31%
-$2,265.16 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$896.32 
DIS The Walt Disney Company
-0.3%
-$1,176 
META Meta Platforms Inc Class A
-0.26%
-$25,762.33 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$537.18 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$982.96 
IGLD FT Vest Gold Strategy Target Fund
-0.23%
-$697.74 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$554.5 
GILD Gilead Sciences Inc.
-0.22%
-$855.96 
GRMN Garmin Ltd.
-0.2%
-$431.99 
RMOP Rockefeller Opportunistic Municipal Bond ETF
-0.2%
-$1,908.8 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.2%
-$4,519.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$2,203.65 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$752.51 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1,066.64 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,345.94 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$404.32 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$1,052.66 
MDT Medtronic plc
-0.16%
-$522.21 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$612.78 
BIPC Brookfield Infrastructure Partners L.P.
-0.12%
-$489.75 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$552.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,086.52 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$409.22 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.09%
-$384.8 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$803.2 
EPD Enterprise Products Partners L.P.
-0.08%
-$211.29 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$265.3 
GDLC Grayscale Digital Large Cap Fund LLC
-0.07%
-$166.61 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$585.82 
CGMU Capital Group Municipal Income ETF
-0.07%
-$358.6 
HTGC Hercules Capital Inc.
-0.06%
-$284.77 
FTMS Franklin Short-Term Municipal Income ETF
-0.06%
-$215.31 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$555.46 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$230.18 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,125.62 
IBIT iShares Bitcoin Trust
-0.03%
-$68.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$174.22 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$1,524.26 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4410 | Longs Won 3072/4410 69% | Profit Factor 17.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $958,101 |
| Average Win $128,528.13 | Best Trade (Jun 14) $43.17M | Sharpe Ratio -7.43 |
| Average Loss -$16,652.08 | Worst Trade (Sep 30) -$2.34M | Z-Score -1.27 (79.69%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $84,480.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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