Michael Dziura Portfolio
Invests via Westfuller Advisors, LLC | Managed by Ian S. Fuller, Brigette Lumpkins, Randall Strickland
Invests via Westfuller Advisors, LLC
Managed by Ian S. Fuller, Brigette Lumpkins, Randall Strickland
Automatically Tracked
Michael Dziura Profile
Veteran private equity investor focused on growth-stage software and healthcare investments, with experience in deal sourcing, operational value creation and board governance. Michael Dziura is known for structuring buyouts, minority growth financings and cross-border transactions, and has worked with portfolio CEOs to scale go-to-market and finance functions. Prior roles include operating and investment positions at mid-market buyout and growth firms; holds an MBA and a bachelor’s degree in business-related fields.
Veteran private equity investor focused on growth-stage software and healthcare investments, with experience in deal sourcing, operational value creation and board governance. Michael Dziura is known for structuring buyouts, minority growth financings and cross-border transactions, and has worked with portfolio CEOs to scale go-to-market and finance functions. Prior roles include operating and investment positions at mid-market buyout and growth firms; holds an MBA and a bachelor’s degree in business-related fields.
Investment Philosophy & Strategy
Operates as a growth-oriented private equity investor specializing in software and healthcare, deploying flexible capital across buyouts, minority growth financings and cross-border deals. Prioritizes investments where operational playbooks can scale go-to-market and finance functions, taking active board roles to drive governance and execution. Uses a mid-market, 3–7 year horizon with a bias toward revenue growth, margin expansion and disciplined follow-on capital. Underwrites around repeatable unit economics, high customer retention and management alignment, combining conservative leverage with hands-on value creation to manage downside and amplify exit optionality.
Operates as a growth-oriented private equity investor specializing in software and healthcare, deploying flexible capital across buyouts, minority growth financings and cross-border deals. Prioritizes investments where operational playbooks can scale go-to-market and finance functions, taking active board roles to drive governance and execution. Uses a mid-market, 3–7 year horizon with a bias toward revenue growth, margin expansion and disciplined follow-on capital. Underwrites around repeatable unit economics, high customer retention and management alignment, combining conservative leverage with hands-on value creation to manage downside and amplify exit optionality.
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:
40.86%
Gain -1.52%
Monthly
1.13%
Yearly
14.41%
Drawdown
16.04%
$273.41M
Equity
Holdings
$273.41M
Investment
$235.96M
$41.38M
Profit -$2.63M
Realized
$3.93M
Unrealized
$37.45M
Dividends
$9.25M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.52%
Profit
-$2.63M
Win %
60%
This Week
Compared To Last Week
Gain
-1.51%
Profit
-$4.19M
Win %
60%
This Month
Compared to last month
Gain
-0.2%
Profit
-$542,735.53
Win %
60%
This Year
Compared to last year
Gain
-0.29%
Profit
-$786,218.47
Win %
58%
BTC Grayscale Bitcoin Mini Trust ETF
+95.11%
+$19,645.8 
LESL Leslie's, Inc.
+59.09%
+$0.07 
MTDR Matador Resources Company
+5.76%
+$52.62 
RRC Range Resources Corporation
+3.91%
+$4,819.5 
NI NiSource Inc.
+3.37%
+$5,231.96 
KMI Kinder Morgan, Inc.
+3.32%
+$165.68 
DNOW Dnow Inc.
+3.3%
+$2,340.36 
HONA Honeywell Aerospace Inc.
+3.29%
+$7,375.36 
BP BP p.l.c. Sponsored ADR
+3.24%
+$2,135.2 
APA APA Corporation
+3.23%
+$167.75 
CCI Crown Castle Inc.
+2.97%
+$334.87 
NOC Northrop Grumman Corporation
+2.95%
+$441.6 
RTX RTX Corporation
+2.94%
+$7,696.98 
BTI British American Tobacco p.l.c. ADR
+2.87%
+$377.95 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$42.2 
LMT Lockheed Martin Corporation
+2.83%
+$316.57 
OKE ONEOK, Inc.
+2.79%
+$546.48 
EOG EOG Resources, Inc.
+2.78%
+$101.76 
MGY Magnolia Oil & Gas Corp.
+2.61%
+$33.92 
TTE TotalEnergies SE
+2.61%
+$1,977.36 
SHEL Shell plc
+2.61%
+$367.2 
PBR Petrobras S.A. Sponsored ADR
+2.55%
+$4,450.5 
DVN Devon Energy Corporation
+2.5%
+$87.33 
LNG Cheniere Energy Inc.
+2.41%
+$1,034.88 
CVX Chevron Corporation
+2.18%
+$4,846.91 
AA Alcoa Corporation
+2.17%
+$1,860.25 
CASY Casey's General Stores Inc.
+2.14%
+$2,411.48 
FTXN First Trust Nasdaq Oil & Gas ETF
+2.12%
+$569.24 
EXC Exelon Corporation
+2.06%
+$1,900.5 
PM Philip Morris International Inc.
+2.03%
+$1,113.81 
AMT American Tower Corporation
+2.03%
+$2,999.2 
PEP PepsiCo, Inc.
+2.01%
+$17,134.05 
VIV Telefonica Brasil S.A. ADR
+1.96%
+$1,099.2 
LYB LyondellBasell Industries N.V.
+1.96%
+$1,487.15 
CBOE Cboe Global Markets Inc.
+1.94%
+$419.3 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.94%
+$2,147.53 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.94%
+$378.56 
SLB Schlumberger Limited
+1.9%
+$64.4 
IDXX IDEXX Laboratories, Inc.
+1.89%
+$2,466.48 
XOM Exxon Mobil Corporation
+1.88%
+$2,318.97 
ED Consolidated Edison, Inc.
+1.87%
+$9,899.45 
AEP American Electric Power Company, Inc.
+1.85%
+$161 
OII Oceaneering International, Inc.
+1.85%
+$26.24 
PODD Insulet Corporation
+1.82%
+$108.79 
PEG Public Service Enterprise Group Incorporated
+1.79%
+$1,577.54 
TJX The TJX Companies, Inc.
+1.7%
+$2,908.15 
CCEP Coca-Cola Europacific Partners PLC
+1.69%
+$282.72 
KAI Kadant Inc.
+1.69%
+$17.52 
DAN Dana Inc.
+1.69%
+$32.16 
SO The Southern Company
+1.68%
+$2,079 
USB U.S. Bancorp
+1.68%
+$467.06 
GD General Dynamics Corporation
+1.65%
+$679.54 
BIEAX Brandes International Equity Fund Class A
+1.62%
+$1,099.2 
VSNT Versant Media Group, Inc.
+1.62%
+$295.39 
SRE Sempra
+1.6%
+$144.1 
PLMR Palomar Holdings Inc.
+1.58%
+$37.06 
ALL Allstate Corporation
+1.58%
+$272.16 
TFC Truist Financial Corporation
+1.49%
+$403.1 
CINF Cincinnati Financial Corporation
+1.46%
+$219.6 
WMB The Williams Companies, Inc.
+1.42%
+$198.94 
NEM Newmont Corporation
+1.41%
+$3,603.93 
COST Costco Wholesale Corporation
+1.4%
+$17,726.23 
WMG Warner Music Group Corp.
+1.4%
+$9,881.4 
SJT San Juan Basin Royalty Trust
+1.4%
+$685.8 
MSI Motorola Solutions, Inc.
+1.36%
+$758.84 
MO Altria Group, Inc.
+1.36%
+$243.21 
TMUS T-Mobile US, Inc.
+1.36%
+$115.02 
HST Host Hotels & Resorts Inc.
+1.32%
+$152.15 
AIG American International Group Inc.
+1.3%
+$170.98 
PHG Koninklijke Philips N.V.
+1.27%
+$63.37 
ACGL Arch Capital Group Ltd
+1.26%
+$1,103.14 
F Ford Motor Company
+1.26%
+$115.63 
AMN Amn Healthcare Services Inc.
+1.25%
+$1,054.5 
NMIH NMI Holdings Inc.
+1.25%
+$19.5 
TRV The Travelers Companies, Inc.
+1.24%
+$726.75 
POST Post Holdings Inc.
+1.2%
+$5.55 
VMC Vulcan Materials Company
+1.19%
+$1,097.33 
AWK American Water Works Company, Inc.
+1.18%
+$416.05 
D Dominion Energy, Inc.
+1.18%
+$212.38 
MDLZ Mondelez International, Inc.
+1.17%
+$1,375.19 
AN AutoNation Inc.
+1.16%
+$55.8 
GSK GSK plc Sponsored ADR
+1.15%
+$15.82 
CMCSA Comcast Corp
+1.15%
+$3,734.25 
HIG The Hartford Insurance Group, Inc.
+1.13%
+$248.32 
AON Aon plc
+1.12%
+$99.98 
HDV iShares Core High Dividend ETF
+1.1%
+$1,705.6 
NWE NorthWestern Energy Group, Inc.
+1.1%
+$943.65 
PGR Progressive Corporation
+1.08%
+$898.59 
XEL Xcel Energy Inc.
+1.08%
+$1,243.35 
TAP Molson Coors Beverage Company
+1.08%
+$4.62 
VPU Vanguard Utilities ETF
+1.06%
+$639.61 
TM Toyota Motor Corporation
+1.06%
+$101.5 
IDA Idacorp Inc.
+1.06%
+$5.78 
CE Celanese Corporation
+1.01%
+$56.87 
ES Eversource Energy
+1.01%
+$79.14 
WTRG Essential Utilities Inc.
+1%
+$125.55 
AFL Aflac Inc.
+1%
+$123.24 
NEE NextEra Energy, Inc.
+1%
+$1,399.88 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.99%
+$5 
PBH Prestige Consumer Healthcare Inc.
+0.98%
+$6.72 
KO The Coca-Cola Company
+0.97%
+$4,011.39 
BKH Black Hills Corporation
+0.96%
+$982.58 
BRO Brown & Brown Inc.
+0.96%
+$143 
MRK Merck & Co., Inc.
+0.95%
+$4,177.16 
WTW Willis Towers Watson Public Limited Company
+0.95%
+$17.7 
WFC Wells Fargo & Company
+0.94%
+$599.82 
L Loews Corporation
+0.94%
+$300.9 
ETR Entergy Corporation
+0.93%
+$38.8 
QSR Restaurant Brands International Inc.
+0.93%
+$42.78 
MZTI The Marzetti Company
+0.9%
+$1.86 
CME CME Group Inc.
+0.9%
+$155.4 
PNC The PNC Financial Services Group, Inc.
+0.88%
+$393.3 
MET MetLife Inc.
+0.88%
+$333.52 
VZ Verizon Communications Inc.
+0.88%
+$2,434.38 
GE General Electric Company
+0.88%
+$71.11 
DEO Diageo plc Sponsored ADR
+0.87%
+$128.74 
CB Chubb Limited
+0.86%
+$3,178.46 
EXR Extra Space Storage Inc.
+0.86%
+$77.88 
WMT Walmart Inc.
+0.86%
+$3,589.54 
COF Capital One Financial Corporation
+0.84%
+$57.12 
LIN Linde plc
+0.84%
+$1,314.56 
MAR Marriott International Inc. - Class A
+0.83%
+$38.52 
LVHD Franklin U.S. Low Volatility ETF
+0.83%
+$248.04 
JNJ Johnson & Johnson
+0.82%
+$21,554.91 
DOV Dover Corporation
+0.8%
+$18.72 
O Realty Income Corporation
+0.8%
+$23.59 
EFSC Enterprise Financial Services Corp.
+0.79%
+$10.72 
STZ Constellation Brands, Inc.
+0.78%
+$56.56 
CASH Pathward Financial, Inc.
+0.78%
+$11.76 
CHTR Charter Communications Inc
+0.77%
+$28.9 
JPM JPMorgan Chase & Co.
+0.77%
+$26,486.42 
MRP Millrose Properties Inc.
+0.77%
+$5.78 
CWST Casella Waste Systems Inc.
+0.75%
+$5.85 
LAMR Lamar Advertising Company
+0.74%
+$50.14 
PG Procter & Gamble Co
+0.73%
+$558.9 
IR Ingersoll Rand Inc.
+0.72%
+$95.8 
AJG Arthur J. Gallagher & Co.
+0.72%
+$449.29 
INVH Invitation Homes Inc.
+0.71%
+$11.59 
VDC VANGUARD CONSUMER STAPLES ETF
+0.7%
+$448.8 
VTR Ventas Inc.
+0.68%
+$63.25 
XLP Consumer Staples Select Sector SPDR Fund
+0.68%
+$129.28 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.68%
+$43.05 
FAST Fastenal Co.
+0.66%
+$331.65 
DRI Darden Restaurants, Inc.
+0.65%
+$47.09 
ORLY O'Reilly Automotive Inc.
+0.64%
+$165.3 
ZTS Zoetis Inc.
+0.64%
+$738.82 
CPRT Copart Inc.
+0.63%
+$155.22 
ROK Rockwell Automation, Inc.
+0.63%
+$81.84 
VRSK Verisk Analytics Inc.
+0.62%
+$92.4 
PSA Public Storage Common Stock
+0.62%
+$9.1 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$20,687.4 
CI The Cigna Group
+0.61%
+$41.86 
CAG Conagra Brands Inc.
+0.6%
+$106.67 
DLX Deluxe Corporation
+0.59%
+$33.62 
ABBV AbbVie Inc.
+0.58%
+$2,702.74 
MRSH Marsh & McLennan Companies, Inc.
+0.58%
+$59.4 
WRB W.R. Berkley Corporation
+0.57%
+$21.84 
SPG Simon Property Group, Inc.
+0.56%
+$89.7 
HE Hawaiian Electric Industries Inc.
+0.53%
+$270 
KRG Kite Realty Group Trust
+0.53%
+$9.88 
MTG MGIC Investment Corporation
+0.53%
+$39.87 
KMB Kimberly-Clark Corporation
+0.52%
+$36.72 
BCE BCE Inc.
+0.5%
+$35 
HLT Hilton Worldwide Holdings Inc.
+0.5%
+$32.3 
TDG TransDigm Group Inc.
+0.49%
+$27.83 
KNF Knife River Corporation
+0.49%
+$2.69 
SCHD Schwab U.S. Dividend Equity ETF
+0.48%
+$804.71 
KVUE Kenvue Inc.
+0.48%
+$29.34 
MKC McCormick & Company, Incorporated
+0.48%
+$21.78 
EIX Edison International
+0.47%
+$49.14 
CF CF Industries Holdings, Inc.
+0.45%
+$10.7 
BLK BlackRock, Inc.
+0.43%
+$609.84 
DPZ Domino's Pizza Inc.
+0.43%
+$13.05 
FNF Fidelity National Financial, Inc.
+0.43%
+$52.53 
STLD Steel Dynamics Inc.
+0.43%
+$41.2 
FERG Ferguson Enterprises Inc
+0.42%
+$20.37 
HD The Home Depot, Inc.
+0.41%
+$1,739.91 
ACN Accenture plc Class A
+0.41%
+$993.72 
KDP Keurig Dr Pepper Inc.
+0.4%
+$51.44 
MCK McKesson Corporation
+0.39%
+$19.6 
SJM The J.M. Smucker Company
+0.39%
+$10.39 
LOW Lowe's Companies Inc.
+0.39%
+$440.64 
C Citigroup Inc.
+0.38%
+$464.83 
HRL Hormel Foods Corporation
+0.37%
+$9.97 
SPGI S&P Global Inc.
+0.37%
+$438.03 
CWT California Water Service Group
+0.36%
+$38.12 
WCN Waste Connections Inc.
+0.36%
+$8.26 
WM Waste Management, Inc.
+0.34%
+$90.86 
MNST Monster Beverage Corporation
+0.33%
+$24 
CL Colgate-Palmolive Company
+0.32%
+$204.9 
SYK Stryker Corporation
+0.32%
+$776.43 
XYL Xylem Inc.
+0.32%
+$535.59 
ZION Zions Bancorporation, National Association
+0.31%
+$0.98 
BHP BHP Group Ltd.
+0.29%
+$12 
FOX Fox Corporation Class B Common Stock
+0.29%
+$16 
AU AngloGold Ashanti plc
+0.28%
+$944.32 
BF-B Brown-Forman Corporation
+0.28%
+$27.36 
T AT&T Inc.
+0.28%
+$608.53 
PFE Pfizer Inc.
+0.27%
+$416.48 
PNFP Pinnacle Financial Partners Inc.
+0.23%
+$3.23 
NVS Novartis AG Sponsored ADR
+0.23%
+$53.04 
CARR Carrier Global Corporation
+0.22%
+$9.48 
WTFC Wintrust Financial Corporation
+0.21%
+$3.9 
TPR Tapestry Inc.
+0.2%
+$30.62 
WAL Western Alliance Bancorporation
+0.2%
+$3 
OZK Bank OZK
+0.2%
+$1.62 
SBUX Starbucks Corporation
+0.19%
+$2,180.59 
ELV Elevance Health, Inc.
+0.18%
+$224.84 
CIB Bancolombia S.A.
+0.17%
+$341.7 
V Visa Inc. Class A
+0.17%
+$1,455.24 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.16%
+$21.33 
TIP iShares TIPS Bond ETF
+0.15%
+$468.87 
HLI Houlihan Lokey Inc.
+0.14%
+$12.4 
RIO Rio Tinto Plc Sponsored ADR
+0.14%
+$17.5 
KTB Kontoor Brands Inc.
+0.14%
+$3 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$2.7 
RF Regions Financial Corporation
+0.13%
+$5.08 
KEY KeyCorp
+0.12%
+$16.98 
TPL Texas Pacific Land Corporation
+0.12%
+$1.29 
BIP Brookfield Infrastructure Partners L.P.
+0.11%
+$55.04 
MCD McDonald's Corporation
+0.1%
+$43.2 
SYF Synchrony Financial
+0.1%
+$5.6 
SBCF Seacoast Banking Corporation of Florida
+0.09%
+$0.93 
PAAS Pan American Silver Corp.
+0.09%
+$226.12 
IGRO iShares International Dividend Growth ETF
+0.09%
+$1,673.68 
PCAR PACCAR Inc.
+0.09%
+$231.9 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$232.85 
NSIT Insight Enterprises Inc.
+0.06%
+$0.39 
TT Trane Technologies plc
+0.06%
+$121.7 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.06%
+$356.62 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$30.72 
ADP Automatic Data Processing Inc.
+0.06%
+$266.24 
FITB Fifth Third Bancorp
+0.06%
+$34.35 
DGRO iShares Core Dividend Growth ETF
+0.06%
+$1,482.08 
DG Dollar General Corporation
+0.06%
+$4.72 
SHY iShares 1-3 Year Treasury Bond ETF
+0.05%
+$25.36 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$112.87 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$5.6 
AVNS Avanos Medical Inc.
+0.04%
+$0.06 
NYF iShares New York Muni Bond ETF
+0.04%
+$647.16 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.04%
+$1.41 
IPAR Inter Parfums, Inc.
+0.04%
+$0.2 
BA Boeing Company
+0.03%
+$2.4 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$909.35 
LLY Eli Lilly and Company
+0.03%
+$827.94 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$2.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$96.53 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$214 
ISRG Intuitive Surgical, Inc.
+0.03%
+$61.5 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$4.54 
CHD Church & Dwight Co., Inc.
+0.01%
+$0.8 
DLR Digital Realty Trust, Inc.
+0.01%
+$0.66 
AVB AvalonBay Communities, Inc.
0%
$0 
AVNT Avient Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
GGG Graco Inc.
0%
$0 
INSW International Seaways Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
+$0.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
WOMN Impact Shares YWCA Women's Empowerment ETF
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWV CoreWeave, Inc.
-12.74%
-$861.16 
RIOT Riot Platforms, Inc.
-10.9%
-$899.08 
APLD Applied Digital Corporation
-10.74%
-$341.64 
TE T1 Energy Inc.
-10.07%
-$368.75 
LEU Centrus Energy Corp.
-10.06%
-$702.9 
HUT Hut 8 Corp.
-9.86%
-$2,355 
MSTR Strategy Inc.
-9.61%
-$2,936.07 
NVTS Navitas Semiconductor Corporation
-8.51%
-$1,564.51 
SNOW Snowflake Inc.
-8.4%
-$591.36 
AAOI Applied Optoelectronics, Inc.
-8.4%
-$780.33 
IONQ IonQ, Inc.
-8.33%
-$7,398.82 
FLNC Fluence Energy, Inc.
-8.01%
-$162.74 
CAPR Capricor Therapeutics Inc.
-7.7%
-$21.28 
TMDX TransMedics Group Inc.
-7.61%
-$29.1 
RKLB Rocket Lab Corporation
-7.55%
-$1,075.86 
DDOG Datadog, Inc. Class A Common Stock
-7.52%
-$881.1 
QBTS D-Wave Quantum Inc.
-7.41%
-$1,128.36 
PANW Palo Alto Networks, Inc.
-7.09%
-$135,500.61 
FTNT Fortinet Inc.
-6.92%
-$23,178.19 
BFLY Butterfly Network, Inc.
-6.82%
-$2,523.59 
CRWD CrowdStrike Holdings, Inc.
-6.8%
-$17,295.21 
WULF TeraWulf Inc.
-6.78%
-$126.54 
RBRK Rubrik, Inc.
-6.7%
-$1,192.5 
QUBT Quantum Computing Inc.
-6.51%
-$781.87 
LUMN Lumen Technologies Inc.
-6.37%
-$105.4 
ZS Zscaler Inc.
-6.03%
-$3,280.16 
STX Seagate Technology Holdings plc
-5.91%
-$122.46 
BETR Better Home & Finance Holding Company Ordinary Shares - Class A
-5.82%
-$82.07 
HPE Hewlett Packard Enterprise Company
-5.58%
-$428.37 
BE Bloom Energy Corporation
-5.54%
-$8,861.93 
ARM Arm Holdings plc American Depositary Receipt
-5.43%
-$239.22 
NOW ServiceNow, Inc.
-5.4%
-$13,843.14 
STRL Sterling Infrastructure, Inc.
-5.19%
-$463.5 
SNDK SanDisk Corporation
-5.15%
-$9,414.97 
SITM SiTime Corporation
-5.08%
-$203.76 
FN Fabrinet
-5.03%
-$135.59 
WDC Western Digital Corporation
-5.03%
-$4,497.92 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-4.94%
-$1,117.93 
INTC Intel Corporation
-4.91%
-$16,753.56 
IGV iShares Expanded Tech-Software Sector ETF
-4.89%
-$17,312.8 
HOOD Robinhood Markets, Inc.
-4.89%
-$3,879.86 
COIN Coinbase Global, Inc.
-4.83%
-$26.61 
MBLY Mobileye Global Inc.
-4.78%
-$30.53 
AMD Advanced Micro Devices, Inc.
-4.76%
-$48,221.96 
ZM Zoom Video Communications, Inc.
-4.72%
-$581.25 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.68%
-$9,424.72 
AKAM Akamai Technologies Inc.
-4.56%
-$450.47 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.56%
-$926.35 
NTAP NetApp, Inc.
-4.54%
-$6,571.5 
ORCL Oracle Corporation
-4.47%
-$6,135.3 
MRVL Marvell Technology, Inc.
-4.46%
-$4,519.2 
RIVN Rivian Automotive, Inc.
-4.42%
-$316.25 
CHRW C.H. Robinson Worldwide, Inc.
-4.33%
-$1,108.94 
DUOL Duolingo, Inc.
-4.24%
-$4,416.99 
W Wayfair Inc.
-4.22%
-$377.6 
META Meta Platforms Inc Class A
-4.17%
-$53,878.45 
IBKR Interactive Brokers Group Inc.
-4.08%
-$31.59 
MU Micron Technology, Inc.
-4.06%
-$20,417.39 
LRCX Lam Research Corporation
-4.05%
-$72,603.24 
SOUN SoundHound AI Inc.
-3.99%
-$120.12 
ALK Alaska Air Group Inc.
-3.97%
-$3,210.3 
AVGO Broadcom Inc.
-3.89%
-$103,678.69 
ANET Arista Networks, Inc.
-3.87%
-$4,229.02 
BHE Benchmark Electronics Inc.
-3.84%
-$14.05 
VSH Vishay Intertechnology Inc.
-3.81%
-$399.68 
VECO Veeco Instruments Inc.
-3.79%
-$1,545.84 
MOD Modine Manufacturing Company
-3.78%
-$162.96 
GLW Corning Incorporated
-3.72%
-$4,331.14 
FDN First Trust Dow Jones Internet Index Fund
-3.72%
-$2,348.87 
TER Teradyne, Inc.
-3.61%
-$12.38 
SNPS Synopsys, Inc.
-3.58%
-$3,204.98 
PBW Invesco WilderHill Clean Energy ETF
-3.53%
-$2,038.7 
AMAT Applied Materials, Inc.
-3.53%
-$14,402.01 
DELL Dell Technologies Inc.
-3.52%
-$3,566.31 
JBL Jabil Inc.
-3.35%
-$9,062.05 
MHK Mohawk Industries, Inc.
-3.35%
-$174.3 
ETSY Etsy Inc.
-3.32%
-$444 
KLAC KLA Corporation
-3.3%
-$3,242.89 
VRT Vertiv Holdings Co
-3.29%
-$282.8 
WDAY Workday Inc.
-3.28%
-$380.55 
NFLX Netflix, Inc.
-3.27%
-$7,006.25 
GNRC Generac Holdings Inc.
-3.26%
-$251.94 
XYZ Block, Inc.
-3.22%
-$12.85 
HOG Harley-Davidson Inc.
-3.21%
-$3,455.04 
HUM Humana Inc.
-3.2%
-$290.54 
IESC Ies Holdings Inc.
-3.16%
-$49.8 
DASH DoorDash, Inc.
-3.16%
-$201.3 
GEN Gen Digital Inc.
-3.12%
-$423.15 
RAL Ralliant Corporation
-3.11%
-$55.64 
NOK Nokia Corporation Sponsored ADR
-3.08%
-$3,337.63 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-3.08%
-$189.75 
SOXQ Invesco PHLX Semiconductor ETF
-3.07%
-$75.6 
QCOM QUALCOMM Incorporated
-2.96%
-$2,885.42 
TSLA Tesla, Inc.
-2.95%
-$1,412.4 
IVZ Invesco Ltd.
-2.95%
-$11.9 
FSLR First Solar, Inc.
-2.82%
-$1,150.26 
GOOGL Alphabet Inc
-2.8%
-$119,486.95 
SPCX Space Exploration Technologies Corp. Class A
-2.8%
-$208.25 
IYW iShares U.S. Technology ETF
-2.8%
-$16,869.22 
ADBE Adobe Inc.
-2.79%
-$3,297.07 
IBB iShares Biotechnology ETF
-2.78%
-$3,043.43 
PINS Pinterest, Inc. Class A
-2.77%
-$141.75 
CPAY Corpay, Inc.
-2.77%
-$269.88 
SMH VanEck Semiconductor ETF
-2.76%
-$678.7 
XLK State Street Technology Select Sector SPDR ETF
-2.76%
-$4,014.18 
LUV Southwest Airlines Co.
-2.75%
-$225 
CRL Charles River Laboratories International, Inc.
-2.75%
-$328.77 
ALB Albemarle Corporation
-2.73%
-$632.48 
SOLV Solventum Corporation
-2.72%
-$193.59 
VGT Vanguard Information Technology ETF
-2.69%
-$5,380.83 
BX Blackstone Inc.
-2.66%
-$1,039.99 
GOOG Alphabet Inc
-2.61%
-$120,328.55 
CBRE CBRE Group Inc.
-2.6%
-$3,178.57 
CRM Salesforce Inc
-2.6%
-$3,410.12 
TTWO Take-Two Interactive Software, Inc.
-2.6%
-$2,752.64 
STT State Street Corp
-2.6%
-$1,000.5 
HRI Herc Holdings Inc.
-2.59%
-$1,430.67 
TRMB Trimble Inc.
-2.59%
-$96.38 
SCHW Charles Schwab Corporation
-2.58%
-$1,470.15 
GLUE Monte Rosa Therapeutics, Inc.
-2.57%
-$78.26 
KEYS Keysight Technologies, Inc.
-2.53%
-$2,255.04 
VOX Vanguard Communication Services ETF
-2.52%
-$301.32 
OBDC Blue Owl Capital Corporation
-2.51%
-$1,656.98 
QQQ Invesco QQQ Trust, Series 1
-2.45%
-$81,793.8 
MTSI MACOM Technology Solutions Holdings, Inc.
-2.45%
-$146.08 
ADSK Autodesk, Inc.
-2.44%
-$2,292.48 
WAT Waters Corporation
-2.44%
-$216.3 
NIO Nio Inc.
-2.43%
-$845.92 
EBAY eBay Inc.
-2.42%
-$993.65 
ETN Eaton Corporation plc
-2.41%
-$8,157.71 
ICUI Icu Medical Inc.
-2.39%
-$32 
ZBRA Zebra Technologies Corporation
-2.38%
-$8.99 
ARE Alexandria Real Estate Equities, Inc.
-2.36%
-$7 
AMZN Amazon.com Inc
-2.36%
-$172,311.42 
MTUM iShares MSCI USA Momentum Factor ETF
-2.35%
-$644.28 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.34%
-$168.12 
MSFT Microsoft Corp.
-2.32%
-$114,579.09 
HL Hecla Mining Company
-2.31%
-$5,286.6 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.29%
-$45.58 
IWF iShares Russell 1000 Growth ETF
-2.26%
-$16,348.58 
EL The Estée Lauder Companies Inc. Class A
-2.26%
-$130.68 
PAYC Paycom Software, Inc.
-2.23%
-$101.52 
TECK Teck Resources Ltd.
-2.23%
-$16.11 
VONG Vanguard Russell 1000 Growth Fund
-2.23%
-$172,425 
INTU Intuit Inc.
-2.21%
-$4,372.71 
DGX Quest Diagnostics Inc.
-2.21%
-$15.84 
VUG Vanguard Growth ETF
-2.21%
-$12,281.94 
MTRN Materion Corporation
-2.2%
-$55.5 
EW Edwards Lifesciences Corporation
-2.2%
-$1,865.34 
MYRG Myr Group Inc.
-2.19%
-$49.92 
ARES Ares Management Corporation
-2.17%
-$158.72 
EXPE Expedia Group, Inc.
-2.17%
-$366.85 
WSO Watsco Inc.
-2.16%
-$298.08 
Q Qnity Electronics Inc.
-2.15%
-$1,053.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.14%
-$616.74 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-2.12%
-$264.37 
OLLI Ollie's Bargain Outlet Holdings Inc.
-2.1%
-$20.1 
CMG Chipotle Mexican Grill, Inc.
-2.09%
-$234.24 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.09%
-$82.08 
VXF Vanguard Extended Market ETF
-2.07%
-$25,995.1 
SPOT Spotify Technology S.A.
-2.06%
-$462.63 
CHGX AXS Change Finance ESG ETF
-2.06%
-$72,230.12 
KOD Kodiak Sciences Inc.
-2.05%
-$1,249.06 
MELI MercadoLibre, Inc.
-2.04%
-$1,326.85 
MPWR Monolithic Power Systems, Inc.
-2.03%
-$556.93 
LOGI Logitech International S.A.
-2.02%
-$244.95 
TPC Tutor Perini Corporation
-2.02%
-$6,096.06 
MTB M&T Bank Corporation
-2.02%
-$75.14 
LYV Live Nation Entertainment, Inc.
-2.02%
-$212.28 
VOYA Voya Financial Inc.
-1.99%
-$75.6 
IBP Installed Building Products Inc.
-1.96%
-$18.4 
ACB Aurora Cannabis Inc.
-1.95%
-$8 
EVR Evercore Inc.
-1.95%
-$50 
UBER Uber Technologies, Inc.
-1.94%
-$389.19 
HCA HCA Healthcare Inc.
-1.92%
-$287.84 
RL Ralph Lauren Corporation
-1.92%
-$120.16 
CSCO Cisco Systems, Inc.
-1.92%
-$12,853.13 
FIX Comfort Systems USA, Inc.
-1.9%
-$168.96 
CDNS Cadence Design Systems, Inc.
-1.89%
-$1,937.08 
UNFI United Natural Foods Inc.
-1.87%
-$181 
EQIX Equinix, Inc.
-1.86%
-$2,592.8 
BKNG Booking Holdings Inc.
-1.84%
-$1,117.52 
NULG Nuveen ESG Large-Cap Growth ETF
-1.83%
-$14,459.14 
MBC MasterBrand, Inc.
-1.83%
-$5.5 
VRTX Vertex Pharmaceuticals Incorporated
-1.83%
-$204.49 
ON ON Semiconductor Corporation
-1.81%
-$567.37 
NYT New York Times Co.
-1.8%
-$1,285.88 
IWM iShares Russell 2000 ETF
-1.78%
-$19,305.47 
AVAV AeroVironment Inc.
-1.77%
-$2,180 
FLR Fluor Corporation
-1.76%
-$1,100.4 
DE Deere & Company
-1.75%
-$4,103.99 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.75%
-$22,479.31 
CNC Centene Corporation
-1.73%
-$190.32 
URI United Rentals, Inc.
-1.73%
-$2,064.54 
MSCI MSCI Inc.
-1.73%
-$29.79 
A Agilent Technologies Inc.
-1.71%
-$1,323 
VTWO Vanguard Russell 2000 ETF
-1.7%
-$13,454.88 
DECK Deckers Outdoor Corporation
-1.7%
-$13.23 
LW Lamb Weston Holdings, Inc.
-1.7%
-$65.32 
INTA Intapp, Inc.
-1.7%
-$8.88 
ESGV Vanguard ESG U.S. Stock ETF
-1.68%
-$96,625.3 
RMD ResMed Inc.
-1.68%
-$12.18 
ROL Rollins, Inc.
-1.67%
-$63.84 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$15,855.95 
VEEV Veeva Systems Inc.
-1.66%
-$51.8 
EEM iShares MSCI Emerging Markets ETF
-1.64%
-$2,863.35 
PWR Quanta Services Inc.
-1.64%
-$105 
NACP Impact Shares NAACP Minority Empowerment ETF
-1.63%
-$27,501.64 
RVT Royce Small-Cap Trust, Inc.
-1.62%
-$511.57 
TYL Tyler Technologies Inc.
-1.61%
-$88.05 
TGT Target Corporation
-1.6%
-$1,066.75 
AVEM Avantis Emerging Markets Equity ETF
-1.59%
-$12.91 
FSS Federal Signal Corp.
-1.58%
-$23.34 
ASIX AdvanSix Inc.
-1.58%
-$2.86 
PLD Prologis Inc.
-1.57%
-$4,851.84 
LEN Lennar Corporation
-1.57%
-$91.5 
EMR Emerson Electric Co.
-1.55%
-$1,388.51 
VB Vanguard Small-Cap ETF
-1.55%
-$89.3 
DSI iShares MSCI KLD 400 Social ETF
-1.55%
-$735.77 
IEMG iShares Core MSCI Emerging Markets ETF
-1.54%
-$12.05 
BOOT Boot Barn Holdings, Inc.
-1.53%
-$18.45 
GPN Global Payments Inc.
-1.51%
-$39.37 
JQUA JPMorgan U.S. Quality Factor ETF
-1.49%
-$25,952.71 
XMMO Invesco S&P MidCap Momentum ETF
-1.49%
-$1,177.38 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.46%
-$3,109.66 
ETHE Grayscale Ethereum Trust ETF
-1.45%
-$145.63 
NSSC Napco Security Technologies, Inc.
-1.43%
-$14.42 
NU Nu Holdings Ltd.
-1.43%
-$28.14 
VLUE iShares MSCI USA Value Factor ETF
-1.42%
-$1,184.92 
GS The Goldman Sachs Group, Inc.
-1.41%
-$24,814.95 
BXSL Blackstone Secured Lending Fund
-1.41%
-$674.56 
VRSN Verisign Inc.
-1.4%
-$140.91 
SHW The Sherwin-Williams Company
-1.4%
-$418.3 
EME EMCOR Group, Inc.
-1.36%
-$69.97 
KKR KKR & Co. Inc.
-1.36%
-$264.1 
ADI Analog Devices, Inc.
-1.36%
-$1,748.12 
ADX Adams Diversified Equity Fund, Inc.
-1.36%
-$473.9 
NUSC Nuveen ESG Small-Cap ETF
-1.35%
-$33,433.54 
IBM International Business Machines Corporation
-1.35%
-$14,834.81 
JSTC Adasina Social Justice All Cap Global ETF
-1.34%
-$45,181.48 
SPEM SPDR Portfolio Emerging Markets ETF
-1.34%
-$9,113.52 
STE STERIS plc
-1.34%
-$177.59 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.34%
-$2,508.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.34%
-$31,953.26 
SUSA iShares MSCI USA ESG Select ETF
-1.33%
-$510.91 
NVDA NVIDIA Corporation
-1.33%
-$126,348.48 
ABNB Airbnb, Inc.
-1.32%
-$224.91 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$6,199.27 
CTSH Cognizant Technology Solutions Corporation
-1.31%
-$300.14 
KEX Kirby Corporation
-1.3%
-$21.48 
VONE Vanguard Russell 1000 ETF
-1.3%
-$163.08 
AIT Applied Industrial Technologies Inc.
-1.3%
-$34.6 
IWR iShares Russell Mid-Cap ETF
-1.28%
-$4,082.93 
R Ryder System Inc.
-1.27%
-$1,790.1 
JCI Johnson Controls International plc
-1.26%
-$2,003.22 
ECL Ecolab Inc.
-1.26%
-$2,854.8 
USA Liberty All Star Equity Fund
-1.25%
-$124.58 
BDC Belden Inc.
-1.25%
-$19.57 
SPY SPDR S&P 500 ETF Trust
-1.25%
-$155,145.84 
IVV iShares Core S&P 500 ETF
-1.25%
-$49,243.9 
SWK Stanley Black & Decker Inc.
-1.24%
-$52.9 
NVO Novo Nordisk A/S Sponsored ADR
-1.24%
-$72.75 
FIS Fidelity National Information Services, Inc.
-1.23%
-$152.63 
VOO Vanguard S&P 500 ETF
-1.22%
-$119,144.14 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.21%
-$971.33 
FCX Freeport-McMoRan Inc.
-1.2%
-$59.64 
LI Li Auto Inc.
-1.18%
-$70.06 
AZN AstraZeneca PLC American Depositary Shares
-1.17%
-$328.44 
GBTC Grayscale Bitcoin Trust ETF
-1.17%
-$267.14 
IJH iShares Core S&P Mid-Cap ETF
-1.16%
-$30.6 
IJR iShares Core S&P Small-Cap ETF
-1.15%
-$317.58 
VCTR Victory Capital Holdings, Inc. Class A
-1.15%
-$41.41 
BBY Best Buy Co., Inc.
-1.11%
-$1,387.05 
UHAL-B U-Haul Holding Company
-1.11%
-$35.91 
MDT Medtronic plc
-1.1%
-$217.33 
XMHQ Invesco S&P MidCap Quality ETF
-1.1%
-$16,165.83 
UNH UnitedHealth Group Incorporated
-1.07%
-$995.22 
BG Bunge Global S.A.
-1.06%
-$1,316.7 
BR Broadridge Financial Solutions, Inc.
-1.06%
-$1,140.83 
VT Vanguard Total World Stock ETF
-1.06%
-$50.4 
REGN Regeneron Pharmaceuticals, Inc.
-1.05%
-$201.48 
AOS A. O. Smith Corporation
-1.04%
-$166.16 
QUAL iShares MSCI USA Quality Factor ETF
-1.04%
-$832.48 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.04%
-$2,246.4 
WHR Whirlpool Corporation
-1.03%
-$37.41 
TEL TE Connectivity plc
-1.03%
-$136.4 
ARCC Ares Capital Corporation
-1.03%
-$854.1 
WSM Williams-Sonoma, Inc.
-1.02%
-$38.7 
MMM 3M Company
-1.01%
-$333 
NULV Nuveen ESG Large-Cap Value ETF
-1%
-$1,070.92 
DD DuPont de Nemours, Inc.
-0.99%
-$358.94 
DHR Danaher Corporation
-0.99%
-$945.77 
GILD Gilead Sciences Inc.
-0.99%
-$1,439.93 
NGVT Ingevity Corporation
-0.98%
-$11.12 
UHAL U-Haul Holding Company
-0.98%
-$3.96 
BXP Boston Properties, Inc.
-0.97%
-$9.86 
NPO EnPro Industries Inc.
-0.97%
-$295.32 
VSGX Vanguard ESG International Stock ETF
-0.95%
-$61,231.52 
BEPC Brookfield Renewable Corporation
-0.95%
-$1,151.7 
XRT SPDR S&P Retail ETF
-0.94%
-$41.5 
SLV iShares Silver Trust
-0.94%
-$1,719.9 
DK Delek US Holdings Inc.
-0.94%
-$13.05 
LGND Ligand Pharmaceuticals Inc.
-0.93%
-$36.14 
UPS United Parcel Service, Inc.
-0.93%
-$67.34 
FELE Franklin Electric Co., Inc.
-0.93%
-$7.48 
MS Morgan Stanley
-0.91%
-$772.2 
GEHC GE HealthCare Technologies Inc.
-0.9%
-$19.05 
SMOG VanEck Low Carbon Energy ETF
-0.89%
-$251.79 
CTVA Corteva Inc.
-0.89%
-$4.14 
EVTC Evertec, Inc.
-0.89%
-$1.68 
HUBB Hubbell Inc.
-0.89%
-$115.92 
PFF iShares Preferred and Income Securities ETF
-0.89%
-$2,652.52 
VO Vanguard Mid-Cap ETF
-0.89%
-$951.12 
MTD Mettler-Toledo International Inc.
-0.88%
-$28.92 
FTV Fortive Corporation
-0.87%
-$135.34 
BN Brookfield Corporation
-0.83%
-$2,637.95 
RJF Raymond James Financial Inc.
-0.8%
-$31.5 
MMSI Merit Medical Systems, Inc.
-0.8%
-$6.43 
PPG PPG Industries Inc.
-0.79%
-$34.85 
CSGP CoStar Group, Inc.
-0.78%
-$27.5 
DAC Danaos Corporation
-0.78%
-$87.33 
GIII G-III Apparel Group, Ltd.
-0.78%
-$3.74 
ALC Alcon Inc.
-0.77%
-$176.65 
VHT Vanguard Health Care ETF
-0.76%
-$1,244.96 
VNT Vontier Corporation
-0.75%
-$5.5 
GIS General Mills, Inc.
-0.74%
-$299.39 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.74%
-$1,942.08 
AMP Ameriprise Financial, Inc.
-0.73%
-$565.75 
AEO American Eagle Outfitters, Inc.
-0.72%
-$41.34 
WST West Pharmaceutical Services, Inc.
-0.71%
-$29.92 
PAYX Paychex Inc.
-0.7%
-$948.48 
MLI Mueller Industries Inc.
-0.7%
-$25.5 
PYPL PayPal Holdings Inc
-0.7%
-$2,517.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$161.02 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.69%
-$18,600.37 
WAB Wabtec Corporation
-0.69%
-$410.9 
YUM Yum! Brands, Inc.
-0.69%
-$902.72 
IRM Iron Mountain Inc.
-0.69%
-$93 
VLTO Veralto Corporation
-0.68%
-$91.08 
GWW W.W. Grainger, Inc.
-0.68%
-$1,552.31 
SYY Sysco Corporation
-0.68%
-$98.79 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.66%
-$39.6 
RACE Ferrari N.V.
-0.65%
-$243.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.65%
-$856.8 
AVY Avery Dennison Corporation
-0.63%
-$986.79 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.63%
-$66.74 
VEU Vanguard FTSE All-World ex-US ETF
-0.63%
-$9,831.35 
PHO Invesco Water Resources ETF
-0.63%
-$158.84 
ESE Esco Technologies Inc.
-0.62%
-$15.7 
BWA BorgWarner Inc.
-0.61%
-$90 
PRU Prudential Financial, Inc.
-0.6%
-$1,076.6 
IYH iShares U.S. Healthcare ETF
-0.6%
-$220.28 
DHI D.R. Horton, Inc.
-0.59%
-$166 
MCO Moody's Corporation
-0.59%
-$287.85 
FICO Fair Isaac Corporation
-0.57%
-$48.67 
DIS The Walt Disney Company
-0.57%
-$6,145.02 
GRMN Garmin Ltd.
-0.56%
-$33.6 
USMV iShares MSCI USA Min Vol Factor ETF
-0.56%
-$421.49 
APTV Aptiv PLC
-0.55%
-$6.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.55%
-$12,209.32 
EFG iShares MSCI EAFE Growth ETF
-0.54%
-$18,303.35 
SOLS Sollensys Corp
-0.54%
-$132.93 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.51%
-$1,446.72 
KBR KBR Inc.
-0.51%
-$8.88 
AYI Acuity Brands Inc.
-0.5%
-$815.07 
ENSG The Ensign Group, Inc.
-0.5%
-$12.53 
CFG Citizens Financial Group, Inc.
-0.5%
-$144.9 
PFG Principal Financial Group, Inc.
-0.5%
-$27.54 
PNR Pentair plc
-0.5%
-$245.12 
KD Kyndryl Holdings Inc.
-0.49%
-$52 
NDAQ Nasdaq, Inc.
-0.49%
-$63.94 
VVV Valvoline Inc.
-0.47%
-$3.6 
ROP Roper Technologies Inc.
-0.47%
-$43.32 
IWD iShares Russell 1000 Value ETF
-0.47%
-$12.1 
MCHP Microchip Technology Incorporated
-0.47%
-$319.2 
MA Mastercard Incorporated
-0.47%
-$3,274.24 
REET iShares Global REIT ETF
-0.44%
-$100.28 
GLD SPDR Gold Shares
-0.44%
-$15,808.17 
LVS Las Vegas Sands Corp.
-0.43%
-$5.94 
AOK iShares Core Conservative Allocation ETF
-0.43%
-$78.58 
ALNY Alnylam Pharmaceuticals Inc
-0.42%
-$8.91 
HURN Huron Consulting Group Inc.
-0.42%
-$8.14 
CSX CSX Corporation
-0.42%
-$70.31 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$282.24 
AXP American Express Company
-0.42%
-$4,020.39 
IYJ iShares U.S. Industrials ETF
-0.41%
-$31.2 
UNP Union Pacific Corporation
-0.4%
-$6,341.04 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.39%
-$502.46 
PHM PulteGroup Inc.
-0.39%
-$29.92 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.38%
-$14.18 
CAT Caterpillar Inc.
-0.38%
-$428.4 
NKE Nike, Inc. - Class B
-0.38%
-$54.18 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.37%
-$14.17 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.37%
-$5.7 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.37%
-$16.43 
BAC Bank of America Corporation
-0.37%
-$31.73 
CAH Cardinal Health Inc.
-0.37%
-$587.77 
IAUM iShares Gold Trust Micro
-0.36%
-$6,723.9 
LAZ Lazard Ltd.
-0.35%
-$160.25 
APO Apollo Global Management, Inc.
-0.34%
-$19.76 
AIR AAR Corp.
-0.34%
-$143.55 
ABT Abbott Laboratories
-0.33%
-$991.55 
XLI Industrial Select Sector SPDR Fund
-0.33%
-$807.4 
VIG Vanguard Dividend Appreciation ETF
-0.33%
-$1,040.43 
CTAS Cintas Corporation
-0.3%
-$67.41 
VISN Vistance Networks, Inc.
-0.29%
-$0.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$3,081.6 
WELL Welltower Inc.
-0.28%
-$699.6 
DLTR Dollar Tree, Inc.
-0.27%
-$111.18 
BLV Vanguard Long-Term Bond ETF
-0.27%
-$677.25 
AMGN Amgen Inc.
-0.27%
-$1,015.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$434.84 
DOLE Dole plc
-0.26%
-$124.6 
ROKU Roku, Inc.
-0.26%
-$124 
CVS CVS Health Corporation
-0.25%
-$173.9 
IFF International Flavors & Fragrances Inc.
-0.23%
-$8.61 
NTRS Northern Trust Corporation
-0.22%
-$22.57 
BNDX Vanguard Total International Bond ETF
-0.21%
-$2,274.4 
LKQ LKQ Corporation
-0.2%
-$2.29 
PSK SPDR ICE Preferred Securities ETF
-0.19%
-$0.06 
LNC Lincoln National Corporation
-0.19%
-$50.62 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.19%
-$12,524.96 
PH Parker-Hannifin Corporation
-0.18%
-$26.4 
EFA iShares MSCI EAFE ETF
-0.18%
-$828.78 
TXN Texas Instruments Inc
-0.17%
-$180.48 
MAA Mid-America Apartment Communities, Inc.
-0.16%
-$9.31 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.16%
-$63.75 
NSC Norfolk Southern Corporation
-0.16%
-$614.03 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.16%
-$13.36 
PGX Invesco Preferred ETF
-0.16%
-$4.46 
PHIN Phinia Inc.
-0.16%
-$4.5 
ASML ASML Holding N.V. New York Registry Shares
-0.14%
-$69.89 
CP Canadian Pacific Kansas City Limited
-0.14%
-$8.25 
CMI Cummins Inc.
-0.14%
-$233.09 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$8,593.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.13%
-$394.92 
UNM Unum Group
-0.13%
-$165.72 
HAS Hasbro Inc.
-0.13%
-$4.5 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.13%
-$6,081.64 
MBB iShares MBS ETF
-0.13%
-$44.05 
APD Air Products and Chemicals, Inc.
-0.13%
-$40.13 
SNA Snap-on Inc.
-0.11%
-$5.33 
STAG Stag Industrial Inc.
-0.11%
-$1.2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.11%
-$0.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$2,835.92 
BMY Bristol-Myers Squibb Company
-0.11%
-$56.81 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$5,944.91 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$1,509.88 
USRT iShares Core U.S. REIT ETF
-0.1%
-$212.28 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$803.46 
BSX Boston Scientific Corporation
-0.09%
-$16.68 
NXPI NXP Semiconductors N.V.
-0.09%
-$381.35 
ITW Illinois Tool Works Inc.
-0.09%
-$26.45 
PGF Invesco Financial Preferred ETF
-0.08%
-$1.03 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.08%
-$3,185 
CPB The Campbell's Company
-0.08%
-$7.11 
BGRN iShares USD Green Bond ETF
-0.08%
-$86.06 
TLT iShares 20+ Year Treasury Bond ETF
-0.07%
-$405.66 
BIIB Biogen Inc.
-0.07%
-$9.8 
COR Cencora, Inc.
-0.07%
-$4.9 
VNQ Vanguard Real Estate ETF
-0.07%
-$607.03 
ZBH Zimmer Biomet Holdings, Inc.
-0.07%
-$3.25 
MUB iShares National Muni Bond ETF
-0.07%
-$8.82 
VGSR Vert Global Sustainable Real Estate ETF
-0.07%
-$40.32 
ITGR Integer Holdings Corporation
-0.06%
-$0.21 
XLF Financial Select Sector SPDR Fund
-0.05%
-$8.82 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.05%
-$61.53 
IYF iShares U.S. Financials ETF
-0.05%
-$66.11 
VYM Vanguard High Dividend Yield ETF
-0.05%
-$767.52 
SW Smurfit WestRock PLC
-0.05%
-$3.52 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$12.54 
JHG Janus Henderson Group plc
-0.04%
-$63.38 
ERET iShares Environmentally Aware Real Estate ETF
-0.04%
-$709.37 
HBAN Huntington Bancshares Incorporated
-0.03%
-$3.23 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.03%
-$67.65 
CMF iShares California Muni Bond ETF
-0.03%
-$1,043.58 
SBRA Sabra Health Care REIT, Inc.
-0.03%
-$0.03 
GEV GE Vernova Inc.
-0.03%
-$14.21 
ELAN Elanco Animal Health Incorporated
-0.02%
-$0.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$2.7 
AAPL Apple Inc.
-0.02%
-$2,034.54 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.02%
-$59.63 
RSG Republic Services, Inc.
-0.02%
-$9.12 
GTLS Chart Industries Inc.
-0.01%
-$0.09 
GVI iShares Intermediate Government Bond ETF
-0.01%
-$3.1 Events
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Dividends
Dividend Analysis
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| Trades 2792 | Longs Won 1597/2792 57% | Profit Factor 5.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $119,251.2 |
| Average Win $31,530.27 | Best Trade (Oct 15) $2.8M | Sharpe Ratio -10.17 |
| Average Loss -$7,488.83 | Worst Trade (Mar 31) -$457,721.22 | Z-Score 6.55 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $14,822.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 441 | $56,758.99 | $76,094.55 | - | $19,335.56 | 34.07% | -1.709% |
| AA Alcoa Corporation | 2,126 | $90,355.71 | $87,793.17 | - | -$2,562.54 | -2.84% | +2.165% |
| AAOI Applied Optoelectronics, Inc. | 111 | $9,389 | $8,513.7 | - | -$875.3 | -9.32% | -8.396% |
| AAPL Apple Inc. | 33,909 | $7.34M | $11.59M | - | $4.26M | 57.98% | -0.018% |
| ABBV AbbVie Inc. | 1,648 | $402,191.43 | $469,745.92 | - | $67,554.49 | 16.8% | +0.579% |
| ABNB Airbnb, Inc. | 98 | $12,244 | $16,854.53 | - | $4,610.53 | 37.66% | -1.317% |
| ABT Abbott Laboratories | 2,833 | $309,761.15 | $295,566.89 | - | -$14,194.26 | -4.58% | -0.334% |
| ACB Aurora Cannabis Inc. | 100 | $422 | $402 | - | -$20 | -4.74% | -1.951% |
| ACGL Arch Capital Group Ltd | 879 | $85,309.64 | $88,396.63 | - | $3,086.99 | 3.62% | +1.264% |
| ACN Accenture plc Class A | 1,092 | $253,803.25 | $246,606.36 | - | -$7,196.89 | -2.84% | +0.405% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 142 | $10,773 | $10,532.14 | - | -$240.86 | -2.24% | -0.63% |
| ADBE Adobe Inc. | 469 | $161,589.98 | $114,736.16 | - | -$46,853.82 | -29% | -2.793% |
| ADI Analog Devices, Inc. | 319 | $103,263.57 | $127,111.93 | - | $23,848.36 | 23.09% | -1.357% |
| ADP Automatic Data Processing Inc. | 1,566 | $401,871.43 | $447,594.12 | - | $45,722.69 | 11.38% | +0.06% |
| ADSK Autodesk, Inc. | 384 | $118,854.24 | $91,848.96 | - | -$27,005.28 | -22.72% | -2.435% |
| ADX Adams Diversified Equity Fund, Inc. | 1,354 | $30,299.58 | $34,445.76 | - | $4,146.18 | 13.68% | -1.357% |
| AEO American Eagle Outfitters, Inc. | 318 | $5,456.52 | $5,698.56 | - | $242.04 | 4.44% | -0.72% |
| AEP American Electric Power Company, Inc. | 70 | $7,947.43 | $8,861.3 | - | $913.87 | 11.5% | +1.851% |
| AFL Aflac Inc. | 104 | $11,883.61 | $12,400.44 | - | $516.83 | 4.35% | +1.004% |
| AGG iShares Core U.S. Aggregate Bond ETF | 62,578 | $6.22M | $5.96M | - | -$252,744.76 | -4.07% | -0.1% |
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FAQ
Which stocks have generated the highest profits for Michael Dziura?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $1.31M, Vanguard ESG U.S. Stock ETF - $1.31M, Vanguard ESG International Stock ETF - $1.21M, Nuveen ESG U.S. Aggregate Bond ETF - $669,238.39, and iShares Core MSCI EAFE ETF - $521,768.12. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Growth ETF - $406,354.27, Zscaler Inc - $209,483.69, Vanguard Russell 2000 ETF - $154,544.92, iShares Core S&P 500 ETF - $85,295.12, and SPDR Portfolio Emerging Markets ETF - $75,842.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Dziura's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.25M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.27M, Nuveen ESG U.S. Aggregate Bond ETF - $668,593.32, Vanguard ESG International Stock ETF - $433,881.49, iShares Core MSCI EAFE ETF - $391,338.03, and iShares Core U.S. Aggregate Bond ETF - $370,150.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Dziura's monthly returns?
Michael Dziura's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Dziura's strategy be considered aggressive or moderate?
Michael Dziura's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Dziura's strategy?
Michael Dziura's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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