PS
Paula Spurgeon Portfolio
Invests via BankPlus Trust Department | Managed by Paula Spurgeon
Invests via BankPlus Trust Department
Managed by Paula Spurgeon
Automatically Tracked
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
Investment Philosophy & Strategy
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
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:
-0.09%
Gain
Monthly
0%
Yearly
-0.06%
Drawdown
20.73%
$418.15M
Equity
Holdings
$418.15M
Investment
$343.38M
$74.47M
Profit -$1.09M
Realized
-$302,906.8
Unrealized
$74.78M
Dividends
$9.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.09M
Win %
71%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.44M
Win %
71%
This Month
Compared to last month
Gain
0.91%
Profit
$3.77M
Win %
71%
This Year
Compared to last year
Gain
12.75%
Profit
$47.29M
Win %
70%
TRV The Travelers Companies, Inc.
+8.31%
+$27,855.36 
HIG The Hartford Insurance Group, Inc.
+3.65%
+$69.86 
SFM Sprouts Farmers Market, Inc.
+3.65%
+$118.36 
ASTS AST SpaceMobile, Inc.
+3.64%
+$200 
OXY-WT Occidental Petroleum Corporation
+3.63%
+$33.35 
CASY Casey's General Stores Inc.
+3.47%
+$516.6 
ALL Allstate Corporation
+3.32%
+$33,587.76 
DOW Dow Inc.
+3.28%
+$314.88 
ADM Archer-Daniels-Midland Co
+2.98%
+$8,340.75 
MO Altria Group, Inc.
+2.94%
+$19,965.66 
MRK Merck & Co., Inc.
+2.92%
+$42,156.46 
CF CF Industries Holdings, Inc.
+2.82%
+$669 
SHEL Shell plc
+2.8%
+$537.88 
T AT&T Inc.
+2.75%
+$1,148.89 
YETI FNCL Series 2007 Other Floating Rate Instrument
+2.68%
+$17,536 
BMY Bristol-Myers Squibb Company
+2.64%
+$50,758.4 
PBR Petrobras S.A. Sponsored ADR
+2.63%
+$20,240 
GILD Gilead Sciences Inc.
+2.52%
+$2,092.3 
CB Chubb Limited
+2.52%
+$6,944.99 
COP ConocoPhillips
+2.4%
+$17,417.17 
ABT Abbott Laboratories
+2.29%
+$23,207.19 
LMT Lockheed Martin Corporation
+2.28%
+$72,972.9 
THG Hanover Insurance Group, Inc.
+2.25%
+$130.48 
PM Philip Morris International Inc.
+2.19%
+$7,428.5 
AMTM Amentum Holdings, Inc.
+2.12%
+$48.4 
AIG American International Group Inc.
+2.08%
+$812.5 
ABBV AbbVie Inc.
+2.06%
+$138,681.84 
APD Air Products and Chemicals, Inc.
+2.02%
+$2,268 
CSCO Cisco Systems, Inc.
+2.02%
+$103,635.74 
MPC Marathon Petroleum Corporation
+2%
+$17,337.96 
AFL Aflac Inc.
+2%
+$587.94 
PANW Palo Alto Networks, Inc.
+1.99%
+$59,184.75 
WMT Walmart Inc.
+1.99%
+$71,677.75 
CVX Chevron Corporation
+1.98%
+$36,669.36 
MDLZ Mondelez International, Inc.
+1.97%
+$249.26 
JNJ Johnson & Johnson
+1.94%
+$14,884.65 
OXY Occidental Petroleum Corporation
+1.94%
+$74.88 
VLO Valero Energy Corporation
+1.91%
+$79,428.06 
SYY Sysco Corporation
+1.88%
+$28,227.05 
XOM Exxon Mobil Corporation
+1.88%
+$81,155.25 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$57,087.25 
TGT Target Corporation
+1.85%
+$165.76 
VZ Verizon Communications Inc.
+1.79%
+$5,215.54 
SRE Sempra
+1.77%
+$706.2 
GD General Dynamics Corporation
+1.73%
+$2,351.82 
CODI Compass Diversified Holdings
+1.72%
+$133.92 
CALM Cal-Maine Foods Inc.
+1.72%
+$5,302.5 
VRSK Verisk Analytics Inc.
+1.71%
+$27.48 
DGX Quest Diagnostics Inc.
+1.69%
+$41,730.79 
PAYX Paychex Inc.
+1.67%
+$537.6 
DE Deere & Company
+1.65%
+$30,303.9 
SBR Sabine Royalty Trust
+1.65%
+$1,645.6 
PRU Prudential Financial, Inc.
+1.65%
+$17,806.47 
HACK Amplify Cybersecurity ETF
+1.64%
+$545.4 
SO The Southern Company
+1.61%
+$10,439.25 
O Realty Income Corporation
+1.61%
+$725.04 
COR Cencora, Inc.
+1.6%
+$157.28 
GIS General Mills, Inc.
+1.59%
+$831.15 
DUK Duke Energy Corporation
+1.59%
+$988 
WY Weyerhaeuser Company
+1.57%
+$5,005 
RTX RTX Corporation
+1.56%
+$51,333.44 
LHX L3Harris Technologies, Inc.
+1.55%
+$34,262.09 
CNP CenterPoint Energy Inc.
+1.55%
+$19,622.96 
DTE DTE Energy Company
+1.51%
+$270.6 
CL Colgate-Palmolive Company
+1.51%
+$183.18 
D Dominion Energy, Inc.
+1.51%
+$289.44 
PG Procter & Gamble Co
+1.5%
+$40,009.44 
WFC Wells Fargo & Company
+1.48%
+$713.7 
NET Cloudflare Inc.
+1.46%
+$99.75 
F Ford Motor Company
+1.45%
+$550.22 
PGR Progressive Corporation
+1.44%
+$72,661.05 
XEL Xcel Energy Inc.
+1.41%
+$545.79 
TFC Truist Financial Corporation
+1.41%
+$27,403.5 
VLTO Veralto Corporation
+1.39%
+$26.2 
MSI Motorola Solutions, Inc.
+1.39%
+$1,555.54 
AMGN Amgen Inc.
+1.38%
+$58,762.35 
EOG EOG Resources, Inc.
+1.36%
+$497.07 
J Jacobs Solutions Inc.
+1.36%
+$5,576.4 
PEP PepsiCo, Inc.
+1.36%
+$4,536.02 
VRTX Vertex Pharmaceuticals Incorporated
+1.33%
+$9,261.49 
MRSH Marsh & McLennan Companies, Inc.
+1.33%
+$694.54 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.31%
+$73.7 
ICE Intercontinental Exchange, Inc.
+1.29%
+$466.09 
CHD Church & Dwight Co., Inc.
+1.29%
+$102.4 
UNH UnitedHealth Group Incorporated
+1.29%
+$1,057.3 
CVS CVS Health Corporation
+1.29%
+$474.02 
EXC Exelon Corporation
+1.28%
+$246 
NI NiSource Inc.
+1.27%
+$15,008.42 
PFE Pfizer Inc.
+1.27%
+$5,396.8 
NEE NextEra Energy, Inc.
+1.26%
+$29,622.37 
PEG Public Service Enterprise Group Incorporated
+1.25%
+$71.28 
AJG Arthur J. Gallagher & Co.
+1.24%
+$14,939.64 
CRWD CrowdStrike Holdings, Inc.
+1.24%
+$22,081.84 
CACI Caci International Inc.
+1.23%
+$17.1 
TMUS T-Mobile US, Inc.
+1.2%
+$13,044.57 
AON Aon plc
+1.18%
+$1,861.9 
EHC Encompass Health Corporation
+1.17%
+$3,312.49 
KD Kyndryl Holdings Inc.
+1.17%
+$16.8 
LAMR Lamar Advertising Company
+1.15%
+$330.99 
CMS CMS Energy Corporation
+1.13%
+$361.2 
LNT Alliant Energy Corporation
+1.12%
+$32.3 
OGE Oge Energy Corp.
+1.11%
+$584.1 
ATO Atmos Energy Corporation
+1.09%
+$1,629.28 
MET MetLife Inc.
+1.08%
+$1,270.78 
ROL Rollins, Inc.
+1.08%
+$1,461.18 
HON Honeywell International Inc.
+1.07%
+$7,592.53 
WM Waste Management, Inc.
+1.06%
+$14,264.82 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.06%
+$66.24 
BX Blackstone Inc.
+1.05%
+$23,569.82 
ETR Entergy Corporation
+1.04%
+$744 
DVY iShares Select Dividend ETF
+1.04%
+$2,169.6 
PLD Prologis Inc.
+1.04%
+$17,805.84 
ES Eversource Energy
+1.01%
+$63.84 
COST Costco Wholesale Corporation
+1%
+$14,934.05 
ECL Ecolab Inc.
+0.99%
+$7,718.58 
INTU Intuit Inc.
+0.99%
+$197.88 
IVT InvenTrust Properties Corp.
+0.98%
+$52.56 
STZ Constellation Brands, Inc.
+0.98%
+$27.93 
LLY Eli Lilly and Company
+0.98%
+$65,058.9 
SMG Scotts Miracle-Gro Co.
+0.97%
+$802.3 
PHM PulteGroup Inc.
+0.96%
+$13.64 
PPG PPG Industries Inc.
+0.96%
+$192.66 
NSC Norfolk Southern Corporation
+0.94%
+$5,687.1 
UNP Union Pacific Corporation
+0.94%
+$1,698 
HD The Home Depot, Inc.
+0.9%
+$27,503.31 
PFG Principal Financial Group, Inc.
+0.9%
+$428.33 
HWM Howmet Aerospace Inc.
+0.88%
+$9.56 
PH Parker-Hannifin Corporation
+0.87%
+$209 
MDT Medtronic plc
+0.86%
+$861.84 
TYL Tyler Technologies Inc.
+0.86%
+$1,664.64 
EGP EastGroup Properties Inc.
+0.86%
+$34,807.04 
HSY The Hershey Company
+0.85%
+$753.32 
SDY SPDR S&P Dividend ETF
+0.84%
+$1,002.15 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$7,406.01 
MMM 3M Company
+0.82%
+$62.04 
CI The Cigna Group
+0.8%
+$2,085.98 
VRSN Verisign Inc.
+0.79%
+$517.65 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$257.81 
BDX Becton, Dickinson and Company
+0.78%
+$8,051.32 
LCID Lucid Group, Inc.
+0.77%
+$2.3 
IGF iShares Global Infrastructure ETF
+0.77%
+$27.3 
ADP Automatic Data Processing Inc.
+0.76%
+$24,743.55 
VNQ Vanguard Real Estate ETF
+0.76%
+$485.12 
TJX The TJX Companies, Inc.
+0.74%
+$25,127.5 
ALLE Allegion plc
+0.74%
+$515 
USB U.S. Bancorp
+0.73%
+$106.69 
SNY Sanofi American Depositary Receipt
+0.72%
+$2,048 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$98.69 
BTI British American Tobacco p.l.c. ADR
+0.67%
+$78.58 
VHT Vanguard Health Care ETF
+0.67%
+$185.19 
SHW The Sherwin-Williams Company
+0.65%
+$565.02 
BF-B Brown-Forman Corporation
+0.64%
+$131.67 
RSG Republic Services, Inc.
+0.63%
+$8.51 
CMCSA Comcast Corp
+0.62%
+$67.65 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.62%
+$193.8 
LOW Lowe's Companies Inc.
+0.6%
+$8,766.22 
VTV Vanguard Value ETF
+0.6%
+$2,023.56 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.59%
+$37.44 
SNA Snap-on Inc.
+0.58%
+$1,309.22 
ARCC Ares Capital Corporation
+0.57%
+$10,112.41 
ET Energy Transfer L.P.
+0.57%
+$652.16 
FFIV F5 Inc.
+0.57%
+$57.25 
SQ Block, Inc.
+0.57%
+$1,434.91 
CUZ Cousins Properties Incorporated
+0.56%
+$3.24 
POOL Pool Corporation
+0.53%
+$335.22 
FTCS First Trust Capital Strength ETF
+0.53%
+$223.08 
OKE ONEOK, Inc.
+0.52%
+$13,251.36 
GWW W.W. Grainger, Inc.
+0.5%
+$28,545.5 
BA Boeing Company
+0.5%
+$211.86 
GLD SPDR Gold Shares
+0.48%
+$1,123.96 
IAU iShares Gold Trust
+0.47%
+$434.7 
DGRO iShares Core Dividend Growth ETF
+0.46%
+$33.84 
CSX CSX Corporation
+0.46%
+$480.11 
USMV iShares MSCI USA Min Vol Factor ETF
+0.46%
+$263.44 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$4,746.69 
ORCL Oracle Corporation
+0.45%
+$2,236.64 
XLB Materials Select Sector SPDR Fund
+0.38%
+$14.82 
CME CME Group Inc.
+0.37%
+$325.63 
CTAS Cintas Corporation
+0.37%
+$6.08 
IEF iShares 7-10 Year Treasury Bond ETF
+0.34%
+$105.53 
ZTS Zoetis Inc.
+0.33%
+$1,504.75 
KTB Kontoor Brands Inc.
+0.31%
+$15.39 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$83.7 
FTV Fortive Corporation
+0.29%
+$69.3 
GOVT iShares U.S. Treasury Bond ETF
+0.29%
+$51.02 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.28%
+$45.52 
DON WisdomTree U.S. MidCap Dividend Fund
+0.27%
+$518.94 
IWS iShares Russell Mid-Cap Value ETF
+0.26%
+$242.29 
IWD iShares Russell 1000 Value ETF
+0.25%
+$2,118.69 
DECK Deckers Outdoor Corporation
+0.25%
+$102.06 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$24.3 
BHF Brighthouse Financial Inc.
+0.23%
+$13.65 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.2%
+$2.24 
BAC Bank of America Corporation
+0.2%
+$327.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$20.68 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.2%
+$27.4 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.18%
+$76.5 
JCPB JPMorgan Core Plus Bond ETF
+0.18%
+$4,832.76 
BKAG BNY Mellon Core Bond ETF
+0.18%
+$633.37 
OTIS Otis Worldwide Corporation
+0.16%
+$3.48 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$234.64 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.15%
+$15 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.15%
+$15.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$464.32 
LYV Live Nation Entertainment, Inc.
+0.14%
+$665.55 
PKW Invesco BuyBack Achievers ETF
+0.14%
+$2,072.43 
SLF Sun Life Financial Inc.
+0.14%
+$78.31 
HPS John Hancock Preferred Income Fund III
+0.14%
+$50.1 
SLV iShares Silver Trust
+0.14%
+$249 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$549.44 
BLK BlackRock, Inc.
+0.13%
+$1,982.14 
KKR KKR & Co. Inc.
+0.13%
+$57.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.12%
+$784.29 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$133 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$258.28 
MCD McDonald's Corporation
+0.11%
+$813.44 
NKE Nike, Inc. - Class B
+0.11%
+$277.75 
WAB Wabtec Corporation
+0.1%
+$543.75 
XLF Financial Select Sector SPDR Fund
+0.09%
+$34.15 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$29.12 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$366.67 
OGN Organon & Co.
+0.07%
+$0.2 
VO Vanguard Mid-Cap ETF
+0.07%
+$62.92 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$6.2 
UPS United Parcel Service, Inc.
+0.06%
+$31.22 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.05%
+$5.34 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$81.51 
JPIE JPMorgan Income ETF
+0.04%
+$833.84 
AMP Ameriprise Financial, Inc.
+0.04%
+$0.69 
MLI Mueller Industries Inc.
+0.03%
+$565 
P Everpure Inc.
+0.03%
+$0.42 
ITW Illinois Tool Works Inc.
+0.03%
+$98.32 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$51.4 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$124 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$5.29 
VEEV Veeva Systems Inc.
+0.02%
+$19.6 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$3.69 
SPGI S&P Global Inc.
+0.01%
+$2.84 
GDDY Godaddy Inc.
+0.01%
+$3.96 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FAI
0%
$0 
M26CNT069
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-10.76%
-$7,312.63 
NFLX Netflix, Inc.
-9.91%
-$3,461.55 
CDNS Cadence Design Systems, Inc.
-9.46%
-$138.06 
SNPS Synopsys, Inc.
-9.09%
-$151.56 
AMAT Applied Materials, Inc.
-6.29%
-$19,520.9 
FLEX Flex Ltd.
-5.86%
-$1,285.1 
MARA MARA Holdings Inc
-5.34%
-$61 
RIOT Riot Platforms, Inc.
-4.89%
-$46 
AMD Advanced Micro Devices, Inc.
-4.84%
-$40,529.26 
DJT Trump Media & Technology Group Corp.
-4.62%
-$53.4 
NNVC Nanoviricides Inc.
-4.52%
-$560 
CCOI Cogent Communications Holdings, Inc.
-4.44%
-$123.24 
APP AppLovin Corporation Class A Common Stock
-4.43%
-$77.04 
LRCX Lam Research Corporation
-4.06%
-$223,201.86 
INTC Intel Corporation
-3.98%
-$1,821.92 
VRT Vertiv Holdings Co
-3.98%
-$81.9 
HIMX Himax Technologies Inc.
-3.72%
-$1,200 
CRWV CoreWeave, Inc.
-3.65%
-$3,644.2 
BITX 2X BITCOIN STRATEGY ETF
-3.62%
-$10.68 
JBL Jabil Inc.
-3.55%
-$643.39 
SMH VanEck Semiconductor ETF
-3.45%
-$1,020.24 
EFOI Energy Focus Inc.
-3.41%
-$4.51 
BTBT Bit Digital, Inc.
-3.4%
-$2.1 
META Meta Platforms Inc Class A
-3.37%
-$12,488.05 
EME EMCOR Group, Inc.
-3.2%
-$8,105.24 
ANET Arista Networks, Inc.
-2.94%
-$1,929.44 
ASML ASML Holding N.V. New York Registry Shares
-2.84%
-$59,844.67 
PLTR Palantir Technologies Inc.
-2.83%
-$570 
PPLT abrdn Physical Platinum Shares ETF
-2.79%
-$471.5 
SNAP Snap Inc.
-2.77%
-$344.11 
FETH Fidelity Ethereum Fund
-2.73%
-$1,234.71 
NVDA NVIDIA Corporation
-2.72%
-$237,083.04 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$113.94 
ARM Arm Holdings plc American Depositary Receipt
-2.67%
-$175.25 
TEM Tempus AI, Inc.
-2.67%
-$4,066.92 
TXN Texas Instruments Inc
-2.62%
-$128,734 
APH Amphenol Corporation
-2.6%
-$28,731.99 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.57%
-$222.43 
TSLA Tesla, Inc.
-2.51%
-$39,799.17 
QNST QuinStreet Inc.
-2.43%
-$2,249.94 
AVGO Broadcom Inc.
-2.39%
-$24,710.95 
SYM Symbotic Inc. Class A
-2.37%
-$99.5 
VFC V.F. Corporation
-2.35%
-$75.85 
STX Seagate Technology Holdings plc
-2.33%
-$815.45 
FFOG Franklin Focused Growth Mutual Fund
-2.32%
-$646.95 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$5,302.8 
JTEK JPMorgan U.S. Tech Leaders ETF
-2.21%
-$574.65 
SHOP Shopify Inc.
-2.2%
-$247.5 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$3,251.44 
GOOG Alphabet Inc
-2.17%
-$107,934.72 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.15%
-$462.28 
GOOGL Alphabet Inc
-2.14%
-$49,445.67 
MPWR Monolithic Power Systems, Inc.
-2.14%
-$28,229.5 
BMNR Bitmine Immersion Technologies, Inc.
-2.14%
-$82.5 
CPNG Coupang Inc.
-2.13%
-$3,584.16 
SYK Stryker Corporation
-2.12%
-$13,323.98 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$553.04 
FITB Fifth Third Bancorp
-2.1%
-$1,046.25 
UBER Uber Technologies, Inc.
-2.1%
-$2,738.36 
EW Edwards Lifesciences Corporation
-2.03%
-$21,137.5 
SPOT Spotify Technology S.A.
-2%
-$28.62 
GS The Goldman Sachs Group, Inc.
-1.99%
-$56,045.72 
WINN Harbor Long-Term Growers ETF
-1.97%
-$614.9 
VGT Vanguard Information Technology ETF
-1.97%
-$1,260 
MSFT Microsoft Corp.
-1.97%
-$263,237.54 
IETC iShares U.S. Tech Independence Fund
-1.96%
-$143.42 
MRVL Marvell Technology, Inc.
-1.95%
-$6,914.74 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$9,627.56 
NXPI NXP Semiconductors N.V.
-1.9%
-$21,608.6 
VUG Vanguard Growth ETF
-1.87%
-$17,632.08 
VPL Vanguard FTSE Pacific ETF
-1.85%
-$410.06 
DOCS Doximity Inc.
-1.85%
-$109.88 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.84%
-$3,014.81 
RPG Invesco S&P 500 Pure Growth ETF
-1.82%
-$5,787.6 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$82,547.2 
QQQM Invesco NASDAQ 100 ETF
-1.81%
-$3,040.79 
IPAC iShares Core MSCI Pacific ETF
-1.8%
-$56.24 
MS Morgan Stanley
-1.8%
-$44,151.19 
IBIT iShares Bitcoin Trust
-1.79%
-$472.55 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.75%
-$21,298.23 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$2,820.3 
PDP Invesco Dorsey Wright Momentum ETF
-1.73%
-$4,286.88 
IBM International Business Machines Corporation
-1.71%
-$1,816.33 
CAT Caterpillar Inc.
-1.67%
-$62,618.46 
PYPL PayPal Holdings Inc
-1.64%
-$14,880 
AME Ametek Inc.
-1.64%
-$4,817.4 
COF Capital One Financial Corporation
-1.63%
-$1,371.63 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.6%
-$5,407.4 
QCOM QUALCOMM Incorporated
-1.6%
-$835.38 
AROC Archrock Inc.
-1.6%
-$4,720 
CEG Constellation Energy Corporation
-1.58%
-$542.64 
CRSP Crispr Therapeutics AG
-1.56%
-$76 
BKNG Booking Holdings Inc.
-1.54%
-$1,136 
AVAV AeroVironment Inc.
-1.51%
-$149.16 
C Citigroup Inc.
-1.5%
-$46,417.14 
LIT GLOBAL X LITHIUM & BATTERY T
-1.48%
-$464.1 
PHR Phreesia Inc.
-1.47%
-$1,420.8 
SPMO Invesco S&P 500 Momentum ETF
-1.4%
-$189.72 
LULU lululemon athletica inc.
-1.39%
-$1,131.76 
KMX CarMax Inc.
-1.37%
-$3,261.6 
RCL Royal Caribbean Group
-1.36%
-$28.04 
CYH Community Health Systems, Inc.
-1.33%
-$15.3 
ZBH Zimmer Biomet Holdings, Inc.
-1.29%
-$135.52 
TT Trane Technologies plc
-1.29%
-$752.14 
CWI SPDR MSCI ACWI ex-US ETF
-1.28%
-$238.68 
MUX McEwen Mining Inc.
-1.27%
-$33.18 
XLC Communication Services Select Sector SPDR Fund
-1.25%
-$613.35 
FCX Freeport-McMoRan Inc.
-1.23%
-$167.76 
AG First Majestic Silver Corp
-1.23%
-$83.27 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$18,440.51 
FSM Fortuna Mining Corp
-1.22%
-$18.2 
WSO Watsco Inc.
-1.21%
-$3,951.68 
MNST Monster Beverage Corporation
-1.17%
-$210.6 
VST Vistra Corp
-1.16%
-$93.81 
PAAS Pan American Silver Corp.
-1.12%
-$58.28 
FAST Fastenal Co.
-1.09%
-$32,096.85 
B BARRICK MINING CORP Common Stock (ABR0)
-1.09%
-$60.04 
MU Micron Technology, Inc.
-1.08%
-$5,546.74 
KO The Coca-Cola Company
-1.08%
-$32,953.48 
V Visa Inc. Class A
-1.08%
-$42,448.04 
SPHQ Invesco S&P 500 Quality ETF
-1.06%
-$13,542.62 
FTC First Trust Large Cap Growth Fund
-1.05%
-$565.74 
HL Hecla Mining Company
-1.03%
-$21.3 
MAR Marriott International Inc. - Class A
-1%
-$18.6 
AXP American Express Company
-1%
-$27,700.24 
IWP iShares Russell Mid-Cap Growth ETF
-0.99%
-$284.96 
IR Ingersoll Rand Inc.
-0.98%
-$89.64 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$519.72 
MRNA Moderna, Inc.
-0.95%
-$1.8 
PRCH Porch Group Inc.
-0.94%
-$13 
TRMK Trustmark Corporation
-0.92%
-$11,027.28 
ALB Albemarle Corporation
-0.92%
-$114.4 
CMI Cummins Inc.
-0.92%
-$560.24 
KTOS Kratos Defense & Security Solutions, Inc.
-0.92%
-$69.66 
FENI Fidelity Enhanced International ETF
-0.9%
-$275.76 
IDXX IDEXX Laboratories, Inc.
-0.87%
-$9,713.72 
VOT Vanguard Mid-Cap Growth ETF
-0.87%
-$2,380.32 
MSTR Strategy Inc.
-0.85%
-$13.6 
IVV iShares Core S&P 500 ETF
-0.81%
-$829,490.85 
RMD ResMed Inc.
-0.81%
-$316.8 
VOO Vanguard S&P 500 ETF
-0.81%
-$3,808.89 
GDX VanEck Gold Miners ETF
-0.8%
-$282.72 
AMZN Amazon.com Inc
-0.79%
-$43,047.32 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$12,177.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$11,604.42 
TROW T. Rowe Price Group, Inc.
-0.78%
-$2,676.94 
IWB iShares Russell 1000 ETF
-0.77%
-$6,243.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$4,427.84 
AYI Acuity Brands Inc.
-0.73%
-$328.68 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.73%
-$611.6 
FROG JFrog Ltd
-0.73%
-$2,204.37 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$2,454.9 
VSLU Applied Finance Valuation Large Cap ETF
-0.72%
-$6,943.94 
MA Mastercard Incorporated
-0.7%
-$3,526.92 
AAPL Apple Inc.
-0.7%
-$94,818.81 
EFA iShares MSCI EAFE ETF
-0.69%
-$2,335.68 
BSX Boston Scientific Corporation
-0.67%
-$2,840.4 
RNST Renasant Corporation
-0.64%
-$2,178.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.61%
-$160.77 
NDAQ Nasdaq, Inc.
-0.6%
-$34.2 
VRRM Verra Mobility Corporation
-0.59%
-$139.1 
AVUS Avantis U.S. Equity ETF
-0.58%
-$615 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.58%
-$972.36 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.57%
-$30.82 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.57%
-$275 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.54%
-$388.39 
IWO iShares Russell 2000 Growth ETF
-0.53%
-$1,145.7 
CGDV Capital Group Dividend Value ETF
-0.53%
-$78 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.49%
-$183.92 
LEG Leggett & Platt, Inc.
-0.49%
-$13.2 
NEM Newmont Corporation
-0.46%
-$26.46 
SCHW Charles Schwab Corporation
-0.46%
-$1,049.98 
FISV Fiserv, Inc.
-0.45%
-$1,461.7 
TM Toyota Motor Corporation
-0.45%
-$324 
DIS The Walt Disney Company
-0.42%
-$7,131.77 
ETN Eaton Corporation plc
-0.41%
-$1,190.7 
TPIF Timothy Plan International ETF
-0.39%
-$164 
FDX FedEx Corporation
-0.38%
-$102 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.38%
-$3,388.4 
RDVY First Trust Rising Dividend Achievers ETF
-0.36%
-$1,213.07 
HQL Abrdn Life Sciences Investors
-0.35%
-$149.38 
VTWO Vanguard Russell 2000 ETF
-0.35%
-$202.86 
FTI TechnipFMC plc
-0.35%
-$1,355 
DTM Dt Midstream Inc.
-0.34%
-$30 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$1,706.5 
IEUR iShares Core MSCI Europe ETF
-0.31%
-$20.93 
IWM iShares Russell 2000 ETF
-0.3%
-$5,859.9 
BAX Baxter International Inc.
-0.3%
-$10.57 
DLR Digital Realty Trust, Inc.
-0.3%
-$6,897.28 
RF Regions Financial Corporation
-0.29%
-$1,967.26 
EQIX Equinix, Inc.
-0.29%
-$587.05 
MDY SPDR S&P MidCap 400 ETF Trust
-0.27%
-$2,506.08 
PAVE Global X U.S. Infrastructure Development ETF
-0.26%
-$282 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$1,260.4 
IQLT iShares MSCI International Quality Factor ETF
-0.26%
-$3,378.05 
BIPC Brookfield Infrastructure Partners L.P.
-0.25%
-$4,138.8 
VYMI Vanguard International High Dividend Yield Index Fund
-0.23%
-$314.9 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$73.62 
VB Vanguard Small-Cap ETF
-0.23%
-$9.52 
HBAN Huntington Bancshares Incorporated
-0.22%
-$14.04 
CRM Salesforce Inc
-0.21%
-$4,248.34 
DHR Danaher Corporation
-0.21%
-$2,202.03 
AM Antero Midstream Corporation
-0.17%
-$341.84 
SLB Schlumberger Limited
-0.17%
-$480 
FSS Federal Signal Corp.
-0.15%
-$26.25 
JFLX JPMorgan Flexible Debt ETF
-0.14%
-$84.82 
JPM JPMorgan Chase & Co.
-0.14%
-$9,591.64 
MTB M&T Bank Corporation
-0.14%
-$157.85 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.14%
-$29.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.13%
-$275.39 
IYM iShares U.S. Basic Materials ETF
-0.13%
-$48.15 
SBUX Starbucks Corporation
-0.12%
-$466.44 
ACN Accenture plc Class A
-0.12%
-$269.79 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$105 
NUE Nucor Corporation
-0.11%
-$26 
JHMM John Hancock Multifactor Mid Cap ETF
-0.1%
-$10,595.62 
DD DuPont de Nemours, Inc.
-0.1%
-$1.26 
IWR iShares Russell Mid-Cap ETF
-0.08%
-$399.33 
TPSC Timothy Plan US Small Cap Core ETF
-0.08%
-$35.5 
MCO Moody's Corporation
-0.06%
-$0.9 
GRMN Garmin Ltd.
-0.04%
-$706.97 
PDT John Hancock Premium Dividend Fund
-0.04%
-$44.5 
LIN Linde plc
-0.03%
-$48.83 Events
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Dividends
Dividend Analysis
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| Trades 1509 | Longs Won 936/1509 62% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $581,409.42 |
| Average Win $98,064.61 | Best Trade (Jul 16) $21.94M | Sharpe Ratio -10.19 |
| Average Loss -$30,218.37 | Worst Trade (Mar 31) -$1.23M | Z-Score 11.9 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $49,352.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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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