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:
43.93%
Gain -1.03%
Monthly
1.26%
Yearly
16.23%
Drawdown
16.03%
$277.06M
Equity
Holdings
$277.06M
Investment
$235.96M
$45.06M
Profit -$1.75M
Realized
$3.95M
Unrealized
$41.11M
Dividends
$8.57M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$1.75M
Win %
66%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.88M
Win %
66%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.75M
Win %
66%
This Year
Compared to last year
Gain
1.04%
Profit
$2.87M
Win %
62%
IESC Ies Holdings Inc.
+30.27%
+$519 
ITGR Integer Holdings Corporation
+20.18%
+$61.05 
AMZN Amazon.com Inc
+15.32%
+$1.03M 
BETR Better Home & Finance Holding Company Ordinary Shares - Class A
+10.43%
+$290.82 
LESL Leslie's, Inc.
+9.56%
+$0.42 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$2,416.7 
ETN Eaton Corporation plc
+7.32%
+$23,808.71 
GOOG Alphabet Inc
+6.88%
+$306,764.35 
GOOGL Alphabet Inc
+6.73%
+$274,246.35 
KBR KBR Inc.
+6.52%
+$107.52 
VRT Vertiv Holdings Co
+6.18%
+$562.8 
BDC Belden Inc.
+5.93%
+$104.1 
ANET Arista Networks, Inc.
+5.46%
+$5,495.37 
FTNT Fortinet Inc.
+4.99%
+$14,175.7 
SOLS Sollensys Corp
+4.84%
+$1,137.02 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$467.31 
CBOE Cboe Global Markets Inc.
+4.62%
+$959.7 
APO Apollo Global Management, Inc.
+4.44%
+$277.68 
SNPS Synopsys, Inc.
+4.41%
+$3,138.13 
NGVT Ingevity Corporation
+4.16%
+$46.72 
ZM Zoom Video Communications, Inc.
+4.06%
+$468.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$7,697.19 
MOD Modine Manufacturing Company
+3.69%
+$200.2 
FERG Ferguson Enterprises Inc
+3.52%
+$167.37 
FLNC Fluence Energy, Inc.
+3.42%
+$145.36 
VECO Veeco Instruments Inc.
+3.37%
+$1,473.52 
TT Trane Technologies plc
+3.33%
+$6,264.09 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$2,623.3 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$582.96 
META Meta Platforms Inc Class A
+3.28%
+$31,028.38 
MTDR Matador Resources Company
+3.27%
+$26.86 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$1,545.46 
ARES Ares Management Corporation
+3.2%
+$254.08 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$5,865.6 
MSFT Microsoft Corp.
+3.02%
+$124,745.49 
MHK Mohawk Industries, Inc.
+2.96%
+$148.68 
NVDA NVIDIA Corporation
+2.93%
+$250,503.72 
HRI Herc Holdings Inc.
+2.89%
+$1,877.9 
DNOW Dnow Inc.
+2.77%
+$1,796.64 
STRL Sterling Infrastructure, Inc.
+2.76%
+$320.8 
APA APA Corporation
+2.73%
+$108.9 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$36.04 
LYB LyondellBasell Industries N.V.
+2.71%
+$1,990.96 
GNRC Generac Holdings Inc.
+2.71%
+$202.8 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$506.05 
NTAP NetApp, Inc.
+2.6%
+$3,046.48 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$1,492.1 
MTD Mettler-Toledo International Inc.
+2.58%
+$71.38 
EVR Evercore Inc.
+2.46%
+$76.9 
FSLR First Solar, Inc.
+2.44%
+$1,144.56 
OII Oceaneering International, Inc.
+2.39%
+$37.62 
CVX Chevron Corporation
+2.35%
+$4,583.28 
MRVL Marvell Technology, Inc.
+2.32%
+$1,789.2 
ORLY O'Reilly Automotive Inc.
+2.28%
+$577.1 
CNC Centene Corporation
+2.27%
+$215.28 
BP BP p.l.c. Sponsored ADR
+2.26%
+$1,360 
FAST Fastenal Co.
+2.25%
+$1,055.25 
GLW Corning Incorporated
+2.24%
+$2,548.23 
WDC Western Digital Corporation
+2.21%
+$2,961.81 
UNFI United Natural Foods Inc.
+2.21%
+$220 
EOG EOG Resources, Inc.
+2.19%
+$76.32 
DVN Devon Energy Corporation
+2.17%
+$68.16 
CDNS Cadence Design Systems, Inc.
+2.16%
+$2,275.19 
CSCO Cisco Systems, Inc.
+2.14%
+$14,837.58 
LNG Cheniere Energy Inc.
+2.13%
+$848.54 
JBL Jabil Inc.
+2.12%
+$6,151.26 
PSA Public Storage Common Stock
+2.12%
+$33.6 
TPL Texas Pacific Land Corporation
+2.11%
+$24.99 
CHTR Charter Communications Inc
+2.1%
+$101.32 
KEYS Keysight Technologies, Inc.
+2.04%
+$1,667.79 
MMSI Merit Medical Systems, Inc.
+1.99%
+$14.94 
NMIH NMI Holdings Inc.
+1.98%
+$33.54 
GWW W.W. Grainger, Inc.
+1.97%
+$4,597.56 
OKE ONEOK, Inc.
+1.95%
+$375.84 
NSSC Napco Security Technologies, Inc.
+1.95%
+$19.88 
INTA Intapp, Inc.
+1.93%
+$7.44 
JCI Johnson Controls International plc
+1.93%
+$2,994.06 
ROK Rockwell Automation, Inc.
+1.93%
+$281.17 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$31.65 
AVAV AeroVironment Inc.
+1.91%
+$2,799.99 
ZS Zscaler Inc.
+1.89%
+$694.07 
PANW Palo Alto Networks, Inc.
+1.89%
+$31,721.7 
FIX Comfort Systems USA, Inc.
+1.88%
+$191.1 
IONQ IonQ, Inc.
+1.87%
+$1,733.29 
CRM Salesforce Inc
+1.83%
+$1,760.92 
ZBRA Zebra Technologies Corporation
+1.82%
+$5.25 
ORCL Oracle Corporation
+1.81%
+$2,356.2 
VTR Ventas Inc.
+1.73%
+$174.9 
HCA HCA Healthcare Inc.
+1.72%
+$217.6 
CINF Cincinnati Financial Corporation
+1.69%
+$265.5 
ZTS Zoetis Inc.
+1.66%
+$1,843.38 
KMI Kinder Morgan, Inc.
+1.64%
+$79.04 
SHEL Shell plc
+1.62%
+$199.92 
HPE Hewlett Packard Enterprise Company
+1.61%
+$99.56 
ACN Accenture plc Class A
+1.61%
+$2,871.97 
BSX Boston Scientific Corporation
+1.59%
+$304.41 
AIT Applied Industrial Technologies Inc.
+1.58%
+$42.88 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$2,943.07 
VZ Verizon Communications Inc.
+1.52%
+$4,369.4 
PAYC Paycom Software, Inc.
+1.51%
+$43.92 
LMT Lockheed Martin Corporation
+1.5%
+$181.23 
RRC Range Resources Corporation
+1.49%
+$1,755.25 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$1,932 
NOC Northrop Grumman Corporation
+1.43%
+$228.9 
PH Parker-Hannifin Corporation
+1.43%
+$206.1 
PWR Quanta Services Inc.
+1.43%
+$93.8 
FTXN First Trust Nasdaq Oil & Gas ETF
+1.43%
+$342.02 
GE General Electric Company
+1.42%
+$130.78 
WDAY Workday Inc.
+1.41%
+$131.57 
SLB Schlumberger Limited
+1.39%
+$47.6 
NACP Impact Shares NAACP Minority Empowerment ETF
+1.39%
+$22,140.8 
SITM SiTime Corporation
+1.39%
+$58.64 
KLAC KLA Corporation
+1.38%
+$1,401.88 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$4,102.1 
MTRN Materion Corporation
+1.31%
+$27.3 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$589.26 
CAH Cardinal Health Inc.
+1.3%
+$1,870.71 
VSH Vishay Intertechnology Inc.
+1.27%
+$156.95 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$433.28 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$2,912 
AKAM Akamai Technologies Inc.
+1.26%
+$153.01 
FTV Fortive Corporation
+1.25%
+$195.64 
MBC MasterBrand, Inc.
+1.23%
+$4.4 
CMCSA Comcast Corp
+1.23%
+$4,331.73 
ESE Esco Technologies Inc.
+1.21%
+$37.8 
FELE Franklin Electric Co., Inc.
+1.21%
+$10 
VRSN Verisign Inc.
+1.2%
+$113.52 
WFC Wells Fargo & Company
+1.19%
+$784.38 
BN Brookfield Corporation
+1.19%
+$4,324.51 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,329.92 
AMAT Applied Materials, Inc.
+1.18%
+$5,605.02 
RMD ResMed Inc.
+1.16%
+$7.26 
CHD Church & Dwight Co., Inc.
+1.16%
+$90.4 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$194 
ITW Illinois Tool Works Inc.
+1.15%
+$373.75 
MSI Motorola Solutions, Inc.
+1.14%
+$601.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$304.76 
VOX Vanguard Communication Services ETF
+1.12%
+$124.62 
BG Bunge Global S.A.
+1.1%
+$1,339.8 
VUG Vanguard Growth ETF
+1.1%
+$5,768.79 
VEEV Veeva Systems Inc.
+1.1%
+$22.2 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$60.06 
RBRK Rubrik, Inc.
+1.09%
+$117 
NOW ServiceNow, Inc.
+1.05%
+$2,001 
LI Li Auto Inc.
+1.04%
+$72.66 
LAZ Lazard Ltd.
+1.02%
+$551.26 
INSW International Seaways Inc.
+1.02%
+$1,861.43 
ADBE Adobe Inc.
+1.01%
+$1,177.19 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$7.3 
QUBT Quantum Computing Inc.
+1%
+$140.56 
URI United Rentals, Inc.
+0.99%
+$1,211.82 
ADP Automatic Data Processing Inc.
+0.98%
+$4,055.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,508.56 
TTE TotalEnergies SE
+0.95%
+$710.48 
UNP Union Pacific Corporation
+0.92%
+$14,722.44 
NSIT Insight Enterprises Inc.
+0.91%
+$4.64 
DUOL Duolingo, Inc.
+0.91%
+$846.99 
LOGI Logitech International S.A.
+0.9%
+$104.65 
WMB The Williams Companies, Inc.
+0.89%
+$127.89 
SCHW Charles Schwab Corporation
+0.87%
+$550.55 
IBM International Business Machines Corporation
+0.86%
+$8,980.73 
GEV GE Vernova Inc.
+0.85%
+$481.98 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$61,105 
CP Canadian Pacific Kansas City Limited
+0.83%
+$48.18 
NIO Nio Inc.
+0.83%
+$398.08 
WOMN Impact Shares YWCA Women's Empowerment ETF
+0.82%
+$30,742.2 
MCD McDonald's Corporation
+0.82%
+$396 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,128.6 
EMR Emerson Electric Co.
+0.79%
+$650.19 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,363.49 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,151.12 
TSLA Tesla, Inc.
+0.76%
+$311.52 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,178.02 
VNT Vontier Corporation
+0.75%
+$5.28 
STT State Street Corp
+0.73%
+$308.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5.6 
PHIN Phinia Inc.
+0.72%
+$26.5 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$85,942.43 
MYRG Myr Group Inc.
+0.72%
+$19.04 
VOO Vanguard S&P 500 ETF
+0.71%
+$66,864.43 
IDA Idacorp Inc.
+0.71%
+$4.04 
CAT Caterpillar Inc.
+0.7%
+$867.51 
ROP Roper Technologies Inc.
+0.7%
+$65.28 
BMY Bristol-Myers Squibb Company
+0.69%
+$393.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$26,127.36 
CARR Carrier Global Corporation
+0.68%
+$33.18 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$37,389.96 
WCN Waste Connections Inc.
+0.67%
+$15.54 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$12.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$20,379.6 
AA Alcoa Corporation
+0.65%
+$616.54 
VONE Vanguard Russell 1000 ETF
+0.64%
+$76.68 
BEPC Brookfield Renewable Corporation
+0.63%
+$879.48 
SYY Sysco Corporation
+0.63%
+$94.34 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.62%
+$29,127.6 
EXPE Expedia Group, Inc.
+0.62%
+$104.98 
CASH Pathward Financial, Inc.
+0.62%
+$11.34 
IVZ Invesco Ltd.
+0.61%
+$2.52 
OZK Bank OZK
+0.61%
+$5.58 
TER Teradyne, Inc.
+0.6%
+$2.2 
GEN Gen Digital Inc.
+0.59%
+$87.36 
RJF Raymond James Financial Inc.
+0.58%
+$25.25 
MO Altria Group, Inc.
+0.57%
+$94.38 
TPC Tutor Perini Corporation
+0.56%
+$1,801.98 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$18.15 
QBTS D-Wave Quantum Inc.
+0.56%
+$118.8 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$144.18 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$565.7 
EFSC Enterprise Financial Services Corp.
+0.55%
+$8.28 
PBH Prestige Consumer Healthcare Inc.
+0.54%
+$3.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$716.55 
AOS A. O. Smith Corporation
+0.54%
+$85.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$12,202.6 
EXC Exelon Corporation
+0.53%
+$521.28 
STX Seagate Technology Holdings plc
+0.52%
+$13.35 
MBLY Mobileye Global Inc.
+0.51%
+$3.44 
Q Qnity Electronics Inc.
+0.51%
+$270.6 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$170.46 
TMDX TransMedics Group Inc.
+0.5%
+$1.9 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$5.27 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$240.12 
NSC Norfolk Southern Corporation
+0.46%
+$1,866.22 
IYW iShares U.S. Technology ETF
+0.46%
+$2,516.36 
KKR KKR & Co. Inc.
+0.45%
+$99.45 
ALK Alaska Air Group Inc.
+0.45%
+$464.94 
IWD iShares Russell 1000 Value ETF
+0.44%
+$11.1 
BHE Benchmark Electronics Inc.
+0.44%
+$1.75 
PAYX Paychex Inc.
+0.44%
+$620.16 
EBAY eBay Inc.
+0.43%
+$163.66 
CSX CSX Corporation
+0.42%
+$72.03 
RKLB Rocket Lab Corporation
+0.42%
+$69.66 
IYJ iShares U.S. Industrials ETF
+0.42%
+$32.64 
CASY Casey's General Stores Inc.
+0.4%
+$584.5 
WST West Pharmaceutical Services, Inc.
+0.4%
+$15.07 
AIR AAR Corp.
+0.4%
+$243.6 
PFE Pfizer Inc.
+0.4%
+$520.6 
RTX RTX Corporation
+0.39%
+$1,177.68 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$5.85 
AVGO Broadcom Inc.
+0.37%
+$11,149.92 
PG Procter & Gamble Co
+0.37%
+$257.58 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,876.1 
TDG TransDigm Group Inc.
+0.36%
+$22.35 
BAC Bank of America Corporation
+0.36%
+$36.74 
ZION Zions Bancorporation, National Association
+0.35%
+$1.2 
SNA Snap-on Inc.
+0.33%
+$17.68 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$223.44 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$334.05 
RF Regions Financial Corporation
+0.32%
+$14.5 
FSS Federal Signal Corp.
+0.32%
+$5.2 
GD General Dynamics Corporation
+0.32%
+$148.84 
MRK Merck & Co., Inc.
+0.32%
+$1,236.59 
VIV Telefonica Brasil S.A. ADR
+0.31%
+$183.2 
NPO EnPro Industries Inc.
+0.31%
+$103.79 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.3%
+$12.92 
SMH VanEck Semiconductor ETF
+0.3%
+$71.72 
KD Kyndryl Holdings Inc.
+0.3%
+$32 
VSNT Versant Media Group, Inc.
+0.28%
+$58.4 
DOV Dover Corporation
+0.27%
+$6.72 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$74.62 
PHO Invesco Water Resources ETF
+0.27%
+$68.59 
JPM JPMorgan Chase & Co.
+0.27%
+$9,687.64 
VT Vanguard Total World Stock ETF
+0.26%
+$12.3 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$3,818.7 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$2,035.51 
VISN Vistance Networks, Inc.
+0.26%
+$0.72 
AMP Ameriprise Financial, Inc.
+0.25%
+$213.9 
DK Delek US Holdings Inc.
+0.24%
+$2.88 
CWST Casella Waste Systems Inc.
+0.23%
+$1.89 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$189.71 
CME CME Group Inc.
+0.21%
+$34.2 
SO The Southern Company
+0.21%
+$277.2 
JNJ Johnson & Johnson
+0.21%
+$5,518.89 
ADI Analog Devices, Inc.
+0.2%
+$236.06 
FLR Fluor Corporation
+0.2%
+$131 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$73.2 
CMI Cummins Inc.
+0.19%
+$384.31 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$140.8 
INTU Intuit Inc.
+0.18%
+$341.43 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$292.62 
USB U.S. Bancorp
+0.17%
+$53.24 
T AT&T Inc.
+0.17%
+$374.48 
MS Morgan Stanley
+0.17%
+$168.48 
INVH Invitation Homes Inc.
+0.17%
+$3.05 
KNF Knife River Corporation
+0.16%
+$1.32 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,337.49 
HST Host Hotels & Resorts Inc.
+0.16%
+$19.32 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$110.2 
CB Chubb Limited
+0.15%
+$555.97 
PGF Invesco Financial Preferred ETF
+0.15%
+$2.06 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$3.51 
DELL Dell Technologies Inc.
+0.14%
+$119.84 
EA Electronic Arts Inc.
+0.13%
+$113.13 
XYL Xylem Inc.
+0.13%
+$243.45 
MMM 3M Company
+0.12%
+$42 
ISRG Intuitive Surgical, Inc.
+0.1%
+$201.23 
LEU Centrus Energy Corp.
+0.1%
+$9.9 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$0.81 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$306.06 
PSK SPDR ICE Preferred Securities ETF
+0.1%
+$0.03 
C Citigroup Inc.
+0.1%
+$128.56 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$2,513.8 
WM Waste Management, Inc.
+0.1%
+$25.96 
AFL Aflac Inc.
+0.09%
+$12.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$67.14 
WMT Walmart Inc.
+0.09%
+$355.41 
ABT Abbott Laboratories
+0.09%
+$254.97 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$1,378.02 
ICUI Icu Medical Inc.
+0.08%
+$1.04 
AEP American Electric Power Company, Inc.
+0.06%
+$4.9 
VVV Valvoline Inc.
+0.05%
+$0.48 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$64.53 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$601.59 
AVNS Avanos Medical Inc.
+0.04%
+$0.06 
HDV iShares Core High Dividend ETF
+0.04%
+$52.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$105.69 
DIS The Walt Disney Company
+0.03%
+$292.62 
TAP Molson Coors Beverage Company
+0.02%
+$0.11 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$10.24 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$50.39 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$0.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$0.2 
GTLS Chart Industries Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
BIEAX Brandes International Equity Fund Class A
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GLUE Monte Rosa Therapeutics, Inc.
-27.16%
-$1,854.16 
BFLY Butterfly Network, Inc.
-12.97%
-$5,000.02 
CTVA Corteva Inc.
-11.9%
-$382.68 
COIN Coinbase Global, Inc.
-10.59%
-$51.96 
RIVN Rivian Automotive, Inc.
-9.57%
-$885.5 
RIOT Riot Platforms, Inc.
-8.82%
-$1,037.4 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$679.5 
CAPR Capricor Therapeutics Inc.
-8.12%
-$12.92 
AAPL Apple Inc.
-7.35%
-$831,448.68 
HURN Huron Consulting Group Inc.
-7.32%
-$131.89 
EIX Edison International
-6.81%
-$1,013.04 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$881.25 
NXPI NXP Semiconductors N.V.
-6.53%
-$29,056 
SYK Stryker Corporation
-6.42%
-$18,452.84 
LIN Linde plc
-5.95%
-$9,562.16 
MU Micron Technology, Inc.
-5.9%
-$27,880.17 
WMG Warner Music Group Corp.
-5.81%
-$36,768 
W Wayfair Inc.
-5.44%
-$390.4 
HL Hecla Mining Company
-5.42%
-$11,894.85 
LYV Live Nation Entertainment, Inc.
-5.14%
-$575.23 
SNDK SanDisk Corporation
-5.09%
-$8,532.03 
MSTR Strategy Inc.
-4.56%
-$900.92 
SPOT Spotify Technology S.A.
-4.34%
-$952.14 
TYL Tyler Technologies Inc.
-4.24%
-$205.65 
EVTC Evertec, Inc.
-3.67%
-$6.96 
AU AngloGold Ashanti plc
-3.66%
-$10,932.32 
TECK Teck Resources Ltd.
-3.6%
-$24.75 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$53.8 
CAG Conagra Brands Inc.
-3.46%
-$652.6 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$191.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$475.8 
SW Smurfit WestRock PLC
-3.26%
-$272.8 
GPN Global Payments Inc.
-3.18%
-$85.56 
AMN Amn Healthcare Services Inc.
-3.11%
-$2,277.72 
ES Eversource Energy
-3.05%
-$267.75 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$240.17 
CI The Cigna Group
-2.99%
-$198.03 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$113.75 
AVY Avery Dennison Corporation
-2.91%
-$4,525.02 
CRWV CoreWeave, Inc.
-2.88%
-$206.61 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$652.72 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$516.23 
DECK Deckers Outdoor Corporation
-2.82%
-$25.29 
AYI Acuity Brands Inc.
-2.8%
-$5,089.48 
APTV Aptiv PLC
-2.79%
-$40.5 
IBKR Interactive Brokers Group Inc.
-2.75%
-$22.41 
AJG Arthur J. Gallagher & Co.
-2.75%
-$1,767.04 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$57.6 
VRSK Verisk Analytics Inc.
-2.75%
-$440 
LUMN Lumen Technologies Inc.
-2.74%
-$61.2 
EQIX Equinix, Inc.
-2.7%
-$3,955 
FIS Fidelity National Information Services, Inc.
-2.67%
-$421.89 
QCOM QUALCOMM Incorporated
-2.63%
-$2,182.54 
ASIX AdvanSix Inc.
-2.62%
-$5.94 
ON ON Semiconductor Corporation
-2.54%
-$905.25 
ABBV AbbVie Inc.
-2.51%
-$10,662.56 
RAL Ralliant Corporation
-2.43%
-$42.38 
DLR Digital Realty Trust, Inc.
-2.42%
-$308.22 
SJM The J.M. Smucker Company
-2.41%
-$61.95 
BIIB Biogen Inc.
-2.4%
-$278.88 
CSGP CoStar Group, Inc.
-2.38%
-$77 
YUM Yum! Brands, Inc.
-2.37%
-$3,228.96 
TE T1 Energy Inc.
-2.34%
-$125 
SJT San Juan Basin Royalty Trust
-2.33%
-$685.8 
HLI Houlihan Lokey Inc.
-2.22%
-$190.95 
KOD Kodiak Sciences Inc.
-2.17%
-$636.64 
BXP Boston Properties, Inc.
-2.16%
-$26.35 
BA Boeing Company
-2.15%
-$176.12 
NEM Newmont Corporation
-2.14%
-$4,532.55 
SLV iShares Silver Trust
-2.13%
-$4,001.4 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-2.12%
-$360.36 
PAAS Pan American Silver Corp.
-2.09%
-$5,200.75 
APLD Applied Digital Corporation
-2.07%
-$90.48 
CPAY Corpay, Inc.
-2.05%
-$192.24 
HE Hawaiian Electric Industries Inc.
-2.05%
-$1,620 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$342 
WSM Williams-Sonoma, Inc.
-2%
-$69.9 
NFLX Netflix, Inc.
-2%
-$4,307 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$7.28 
LVS Las Vegas Sands Corp.
-1.97%
-$35.28 
AWK American Water Works Company, Inc.
-1.93%
-$699.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,632.04 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$123.42 
IBB iShares Biotechnology ETF
-1.87%
-$1,870.86 
LW Lamb Weston Holdings, Inc.
-1.87%
-$71 
IRM Iron Mountain Inc.
-1.86%
-$278.4 
PLMR Palomar Holdings Inc.
-1.84%
-$42.67 
GIS General Mills, Inc.
-1.84%
-$818.74 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$2,282.05 
SYF Synchrony Financial
-1.79%
-$110.4 
BBY Best Buy Co., Inc.
-1.78%
-$2,060.76 
CBRE CBRE Group Inc.
-1.77%
-$2,392.96 
APD Air Products and Chemicals, Inc.
-1.77%
-$568.17 
ETSY Etsy Inc.
-1.77%
-$220.5 
PHM PulteGroup Inc.
-1.76%
-$154.36 
PINS Pinterest, Inc. Class A
-1.72%
-$94.5 
DHI D.R. Horton, Inc.
-1.7%
-$494 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$236.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,611.96 
LEN Lennar Corporation
-1.67%
-$105 
POST Post Holdings Inc.
-1.67%
-$9.3 
AON Aon plc
-1.64%
-$186.62 
BHP BHP Group Ltd.
-1.64%
-$70.5 
DRI Darden Restaurants, Inc.
-1.64%
-$115.26 
SQ Block, Inc.
-1.64%
-$6.75 
SNOW Snowflake Inc.
-1.62%
-$101.22 
SOLV Solventum Corporation
-1.59%
-$111.78 
LRCX Lam Research Corporation
-1.58%
-$30,399.67 
CPRT Copart Inc.
-1.52%
-$399.15 
WHR Whirlpool Corporation
-1.5%
-$73.53 
GLD SPDR Gold Shares
-1.49%
-$52,569.39 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$866.88 
IAUM iShares Gold Trust Micro
-1.46%
-$26,895.6 
CIB Bancolombia S.A.
-1.46%
-$2,753.7 
FICO Fair Isaac Corporation
-1.45%
-$182.27 
NVS Novartis AG Sponsored ADR
-1.45%
-$357.24 
RL Ralph Lauren Corporation
-1.44%
-$89.12 
KDP Keurig Dr Pepper Inc.
-1.43%
-$171.45 
NI NiSource Inc.
-1.42%
-$2,408.96 
NWE NorthWestern Energy Group, Inc.
-1.42%
-$1,153.35 
HRL Hormel Foods Corporation
-1.42%
-$47.88 
ACB Aurora Cannabis Inc.
-1.41%
-$4 
BKH Black Hills Corporation
-1.41%
-$1,372.92 
LUV Southwest Airlines Co.
-1.38%
-$126 
NKE Nike, Inc. - Class B
-1.37%
-$224.46 
DPZ Domino's Pizza Inc.
-1.37%
-$48.1 
NVTS Navitas Semiconductor Corporation
-1.36%
-$298.95 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$650.76 
PPG PPG Industries Inc.
-1.35%
-$61.91 
MTG MGIC Investment Corporation
-1.35%
-$112.75 
DD DuPont de Nemours, Inc.
-1.32%
-$504.16 
MNST Monster Beverage Corporation
-1.3%
-$101.6 
TM Toyota Motor Corporation
-1.28%
-$123 
FCX Freeport-McMoRan Inc.
-1.28%
-$57.51 
GRMN Garmin Ltd.
-1.27%
-$79.17 
NYT New York Times Co.
-1.24%
-$974.78 
WTRG Essential Utilities Inc.
-1.24%
-$155 
MDLZ Mondelez International, Inc.
-1.22%
-$1,440.67 
STE STERIS plc
-1.22%
-$165.79 
F Ford Motor Company
-1.21%
-$134.28 
TJX The TJX Companies, Inc.
-1.21%
-$2,279.03 
DOLE Dole plc
-1.19%
-$605.2 
SHW The Sherwin-Williams Company
-1.16%
-$355.11 
AVB AvalonBay Communities, Inc.
-1.16%
-$32.55 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$52.92 
SRE Sempra
-1.15%
-$113.3 
NEE NextEra Energy, Inc.
-1.15%
-$1,789.72 
WRB W.R. Berkley Corporation
-1.15%
-$43.68 
DE Deere & Company
-1.13%
-$2,448 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$935.13 
DEO Diageo plc Sponsored ADR
-1.12%
-$157 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$1,093.59 
IR Ingersoll Rand Inc.
-1.11%
-$152.28 
KRG Kite Realty Group Trust
-1.11%
-$24.32 
NU Nu Holdings Ltd.
-1.1%
-$21.44 
PNR Pentair plc
-1.1%
-$675.25 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$51.5 
TXN Texas Instruments Inc
-1.08%
-$1,159.69 
LOW Lowe's Companies Inc.
-1.08%
-$1,307.52 
PLD Prologis Inc.
-1.08%
-$3,842.56 
MCK McKesson Corporation
-1.08%
-$46.6 
DLTR Dollar Tree, Inc.
-1.06%
-$444.72 
AN AutoNation Inc.
-1.05%
-$67.5 
CTAS Cintas Corporation
-1.04%
-$231.12 
BWA BorgWarner Inc.
-1.04%
-$167.5 
INTC Intel Corporation
-1.02%
-$3,325.68 
NDAQ Nasdaq, Inc.
-1.02%
-$134.83 
KO The Coca-Cola Company
-1.02%
-$4,033.8 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$88.73 
SWK Stanley Black & Decker Inc.
-1.01%
-$44.62 
UPS United Parcel Service, Inc.
-1%
-$77.7 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$285.6 
ROL Rollins, Inc.
-0.99%
-$42.94 
IBP Installed Building Products Inc.
-0.99%
-$11.1 
VMC Vulcan Materials Company
-0.98%
-$979.88 
AVNT Avient Corporation
-0.98%
-$7.56 
EW Edwards Lifesciences Corporation
-0.98%
-$819.4 
XOM Exxon Mobil Corporation
-0.97%
-$1,081.71 
RACE Ferrari N.V.
-0.97%
-$362.84 
MET MetLife Inc.
-0.97%
-$356.26 
ALC Alcon Inc.
-0.96%
-$229.81 
MCHP Microchip Technology Incorporated
-0.96%
-$656.64 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$101.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$100.1 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.95%
-$67.65 
WAL Western Alliance Bancorporation
-0.94%
-$15.2 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$1,211.43 
IGRO iShares International Dividend Growth ETF
-0.91%
-$17,573.64 
KEX Kirby Corporation
-0.91%
-$14.4 
FNF Fidelity National Financial, Inc.
-0.9%
-$145.23 
CRL Charles River Laboratories International, Inc.
-0.9%
-$82.29 
WULF TeraWulf Inc.
-0.9%
-$23.68 
FN Fabrinet
-0.89%
-$27.44 
LNC Lincoln National Corporation
-0.89%
-$276.75 
XRT SPDR S&P Retail ETF
-0.88%
-$40 
PGR Progressive Corporation
-0.87%
-$723.54 
O Realty Income Corporation
-0.87%
-$29.68 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$563.35 
MRP Millrose Properties Inc.
-0.85%
-$8.16 
TRMB Trimble Inc.
-0.84%
-$29.28 
VOYA Voya Financial Inc.
-0.84%
-$33.6 
GILD Gilead Sciences Inc.
-0.81%
-$990.81 
IPAR Inter Parfums, Inc.
-0.81%
-$5.1 
PCAR PACCAR Inc.
-0.81%
-$2,636.28 
MCO Moody's Corporation
-0.81%
-$391.88 
D Dominion Energy, Inc.
-0.8%
-$160.72 
KMB Kimberly-Clark Corporation
-0.8%
-$59.84 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$188.1 
WAT Waters Corporation
-0.79%
-$59.8 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.78%
-$143.65 
CWT California Water Service Group
-0.77%
-$90.09 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$33.3 
FOX Fox Corporation Class B Common Stock
-0.76%
-$38.8 
HUM Humana Inc.
-0.76%
-$58.8 
GGG Graco Inc.
-0.76%
-$123.83 
GIII G-III Apparel Group, Ltd.
-0.76%
-$4.76 
PYPL PayPal Holdings Inc
-0.76%
-$2,769.36 
VHT Vanguard Health Care ETF
-0.76%
-$1,160.64 
UNM Unum Group
-0.76%
-$911.46 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$26,187.87 
AEO American Eagle Outfitters, Inc.
-0.75%
-$41.34 
CVS CVS Health Corporation
-0.75%
-$584.6 
SPGI S&P Global Inc.
-0.74%
-$856.53 
ED Consolidated Edison, Inc.
-0.74%
-$3,911.49 
MA Mastercard Incorporated
-0.74%
-$4,806.75 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$48.02 
GSK GSK plc Sponsored ADR
-0.73%
-$10.64 
BLK BlackRock, Inc.
-0.73%
-$1,005.48 
STAG Stag Industrial Inc.
-0.73%
-$8.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$3.96 
MAR Marriott International Inc. - Class A
-0.71%
-$31.8 
VPU Vanguard Utilities ETF
-0.71%
-$454.24 
SBRA Sabra Health Care REIT, Inc.
-0.7%
-$0.9 
IYH iShares U.S. Healthcare ETF
-0.7%
-$237.6 
DASH DoorDash, Inc.
-0.69%
-$45.21 
MZTI The Marzetti Company
-0.69%
-$1.48 
R Ryder System Inc.
-0.68%
-$1,023.75 
MLI Mueller Industries Inc.
-0.67%
-$27 
LKQ LKQ Corporation
-0.66%
-$7.65 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,718.55 
BRO Brown & Brown Inc.
-0.66%
-$103.4 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$18,022.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,241.7 
GEX VanEck Vectors Global Alternative Energy ETF
-0.66%
-$188.68 
ERET iShares Environmentally Aware Real Estate ETF
-0.64%
-$13,619.9 
AMGN Amgen Inc.
-0.64%
-$2,135.29 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$41,645.52 
BE Bloom Energy Corporation
-0.63%
-$886.87 
GS The Goldman Sachs Group, Inc.
-0.63%
-$12,772.06 
AMT American Tower Corporation
-0.63%
-$896.51 
HAS Hasbro Inc.
-0.62%
-$21.24 
SERV Serve Robotics Inc.
-0.62%
-$42.63 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,878.92 
EME EMCOR Group, Inc.
-0.62%
-$34.58 
PM Philip Morris International Inc.
-0.61%
-$323.32 
ECL Ecolab Inc.
-0.61%
-$1,333.8 
MSCI MSCI Inc.
-0.61%
-$10.5 
DHR Danaher Corporation
-0.61%
-$491.47 
ACGL Arch Capital Group Ltd
-0.6%
-$536.19 
REET iShares Global REIT ETF
-0.59%
-$148.24 
HUT Hut 8 Corp.
-0.59%
-$200.96 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-0.59%
-$27 
VLTO Veralto Corporation
-0.57%
-$71.28 
SBUX Starbucks Corporation
-0.57%
-$7,072.2 
PRU Prudential Financial, Inc.
-0.56%
-$1,061.22 
DGX Quest Diagnostics Inc.
-0.55%
-$3.87 
WAB Wabtec Corporation
-0.55%
-$331.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,043.06 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,309.06 
COF Capital One Financial Corporation
-0.54%
-$38.42 
LLY Eli Lilly and Company
-0.53%
-$12,848.48 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$504.3 
PHG Koninklijke Philips N.V.
-0.53%
-$27.3 
WELL Welltower Inc.
-0.51%
-$1,261.4 
STLD Steel Dynamics Inc.
-0.49%
-$49.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$92.82 
ALL Allstate Corporation
-0.49%
-$93.6 
DAN Dana Inc.
-0.48%
-$8.71 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$29.07 
IWM iShares Russell 2000 ETF
-0.47%
-$5,493.24 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,199.7 
SPG Simon Property Group, Inc.
-0.46%
-$83.46 
CF CF Industries Holdings, Inc.
-0.46%
-$11.6 
WSO Watsco Inc.
-0.46%
-$65.78 
PEP PepsiCo, Inc.
-0.46%
-$4,258.56 
CPB The Campbell's Company
-0.45%
-$47.4 
TRV The Travelers Companies, Inc.
-0.43%
-$249.39 
TEL TE Connectivity plc
-0.43%
-$55.18 
QSR Restaurant Brands International Inc.
-0.43%
-$19.84 
LAMR Lamar Advertising Company
-0.43%
-$31.74 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,393.82 
DLX Deluxe Corporation
-0.42%
-$27.39 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,559.5 
HD The Home Depot, Inc.
-0.42%
-$1,904.33 
UHAL-B U-Haul Holding Company
-0.41%
-$16.38 
MELI MercadoLibre, Inc.
-0.41%
-$272.3 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$6,375.04 
HOG Harley-Davidson Inc.
-0.41%
-$390.4 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$255.68 
MBB iShares MBS ETF
-0.4%
-$141.71 
AIG American International Group Inc.
-0.39%
-$51.46 
ETR Entergy Corporation
-0.38%
-$16.4 
VGT Vanguard Information Technology ETF
-0.38%
-$704.34 
AXP American Express Company
-0.38%
-$3,897.6 
ENSG The Ensign Group, Inc.
-0.37%
-$9.38 
MDT Medtronic plc
-0.37%
-$65.92 
ARCC Ares Capital Corporation
-0.37%
-$306.6 
OBDC Blue Owl Capital Corporation
-0.37%
-$254.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,172.13 
RSG Republic Services, Inc.
-0.37%
-$177.84 
ABNB Airbnb, Inc.
-0.37%
-$54.88 
KVUE Kenvue Inc.
-0.36%
-$22.82 
TMUS T-Mobile US, Inc.
-0.36%
-$34.02 
DG Dollar General Corporation
-0.35%
-$28.35 
BF-B Brown-Forman Corporation
-0.35%
-$34.2 
ELAN Elanco Animal Health Incorporated
-0.34%
-$11.25 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$46.2 
ADSK Autodesk, Inc.
-0.33%
-$295.68 
CL Colgate-Palmolive Company
-0.33%
-$204.9 
IFF International Flavors & Fragrances Inc.
-0.33%
-$10.92 
TFC Truist Financial Corporation
-0.33%
-$98.6 
DAC Danaos Corporation
-0.31%
-$31.24 
L Loews Corporation
-0.31%
-$106.2 
VXF Vanguard Extended Market ETF
-0.3%
-$3,865.24 
MTB M&T Bank Corporation
-0.29%
-$12.07 
COR Cencora, Inc.
-0.28%
-$17.8 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$900.86 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$7,245.63 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$18,787.44 
CCI Crown Castle Inc.
-0.27%
-$29.61 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$26,371.2 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$17.81 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$596.1 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.26%
-$672.38 
BXSL Blackstone Secured Lending Fund
-0.26%
-$119.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$15,644.5 
BX Blackstone Inc.
-0.25%
-$114.56 
A Agilent Technologies Inc.
-0.24%
-$149.94 
HUBB Hubbell Inc.
-0.24%
-$31.92 
COST Costco Wholesale Corporation
-0.24%
-$2,945.72 
HBAN Huntington Bancshares Incorporated
-0.23%
-$25.88 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,501.84 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.23%
-$655.46 
VB Vanguard Small-Cap ETF
-0.22%
-$13.2 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$25.96 
PFG Principal Financial Group, Inc.
-0.22%
-$12.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,436.18 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$292.21 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$9,100 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,777.56 
CE Celanese Corporation
-0.2%
-$10.89 
PODD Insulet Corporation
-0.2%
-$14.19 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$7.79 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$5,317.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$46.56 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$225.61 
BKNG Booking Holdings Inc.
-0.18%
-$124.79 
NTRS Northern Trust Corporation
-0.17%
-$19.52 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$18.46 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$596.3 
SOUN SoundHound AI Inc.
-0.16%
-$6.16 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$0.85 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$105.57 
FITB Fifth Third Bancorp
-0.16%
-$103.05 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$248.48 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$9,670.68 
ELV Elevance Health, Inc.
-0.15%
-$163.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$61.2 
BGRN iShares USD Green Bond ETF
-0.14%
-$162.29 
TPR Tapestry Inc.
-0.14%
-$26.25 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$416.86 
KTB Kontoor Brands Inc.
-0.12%
-$3 
MKC McCormick & Company, Incorporated
-0.12%
-$5.94 
EXR Extra Space Storage Inc.
-0.12%
-$11.22 
STZ Constellation Brands, Inc.
-0.12%
-$8.4 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$10.02 
MUB iShares National Muni Bond ETF
-0.11%
-$15.12 
CFG Citizens Financial Group, Inc.
-0.11%
-$36.8 
LVHD Franklin U.S. Low Volatility ETF
-0.11%
-$34.45 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2.88 
XLF Financial Select Sector SPDR Fund
-0.1%
-$17.64 
ALB Albemarle Corporation
-0.1%
-$28.32 
TIP iShares TIPS Bond ETF
-0.1%
-$332.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$332.65 
KAI Kadant Inc.
-0.09%
-$1.16 
PGX Invesco Preferred ETF
-0.09%
-$2.82 
BCE BCE Inc.
-0.09%
-$7 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$803.46 
IYF iShares U.S. Financials ETF
-0.09%
-$122.05 
KEY KeyCorp
-0.09%
-$13.58 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$518.72 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$596.78 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,182.44 
WTFC Wintrust Financial Corporation
-0.07%
-$1.43 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$18.16 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$9 
UHAL U-Haul Holding Company
-0.06%
-$0.28 
ROKU Roku, Inc.
-0.06%
-$24.8 
CHGX AXS Change Finance ESG ETF
-0.06%
-$1,883.72 
CMF iShares California Muni Bond ETF
-0.05%
-$2,087.16 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$8.98 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1 
VO Vanguard Mid-Cap ETF
-0.05%
-$52.84 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$2.19 
HOOD Robinhood Markets, Inc.
-0.05%
-$30.52 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$5.6 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$0.78 
JHG Janus Henderson Group plc
-0.04%
-$63.38 
V Visa Inc. Class A
-0.04%
-$304.06 
XEL Xcel Energy Inc.
-0.04%
-$46.05 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$12.54 
NYF iShares New York Muni Bond ETF
-0.04%
-$647.16 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$1.35 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$78.92 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$8.04 
JSTC Adasina Social Justice All Cap Global ETF
-0.03%
-$888.82 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$35.89 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$42.07 
TGT Target Corporation
-0.01%
-$8.49 
UBER Uber Technologies, Inc.
-0.01%
-$2.81 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$6.34 Events
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Dividends
Dividend Analysis
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| Trades 2792 | Longs Won 1685/2792 60% | Profit Factor 6.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $120,040.44 |
| Average Win $31,443.21 | Best Trade (Aug 14) $2.88M | Sharpe Ratio -10.65 |
| Average Loss -$7,154.89 | Worst Trade (Mar 31) -$457,721.22 | Z-Score 11.33 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $16,139.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 441 | $56,758.99 | $61,021.17 | - | $4,262.18 | 7.51% | -0.245% |
| AA Alcoa Corporation | 2,126 | $90,355.71 | $96,222.76 | - | $5,867.05 | 6.49% | +0.645% |
| AAOI Applied Optoelectronics, Inc. | 111 | $9,389 | $10,469.52 | - | $1,080.52 | 11.51% | +4.672% |
| AAPL Apple Inc. | 33,909 | $7.34M | $10.47M | - | $3.14M | 42.72% | -7.354% |
| ABBV AbbVie Inc. | 1,648 | $402,191.43 | $413,549.12 | - | $11,357.69 | 2.82% | -2.513% |
| ABNB Airbnb, Inc. | 98 | $12,244 | $14,848.96 | - | $2,604.96 | 21.28% | -0.368% |
| ABT Abbott Laboratories | 2,833 | $309,761.15 | $299,448.1 | - | -$10,313.05 | -3.33% | +0.085% |
| ACB Aurora Cannabis Inc. | 100 | $422 | $279 | - | -$143 | -33.89% | -1.413% |
| ACGL Arch Capital Group Ltd | 879 | $85,309.64 | $88,365.87 | - | $3,056.23 | 3.58% | -0.603% |
| ACN Accenture plc Class A | 1,092 | $253,803.25 | $181,184.64 | - | -$72,618.61 | -28.61% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 142 | $10,773 | $10,685.5 | - | -$87.5 | -0.81% | -0.172% |
| ADBE Adobe Inc. | 469 | $161,589.98 | $117,442.29 | - | -$44,147.69 | -27.32% | +1.013% |
| ADI Analog Devices, Inc. | 319 | $103,263.57 | $117,203.79 | - | $13,940.22 | 13.5% | +0.202% |
| ADP Automatic Data Processing Inc. | 1,566 | $401,871.43 | $417,276.34 | - | $15,404.91 | 3.83% | +0.982% |
| ADSK Autodesk, Inc. | 384 | $118,854.24 | $89,932.8 | - | -$28,921.44 | -24.33% | -0.328% |
| ADX Adams Diversified Equity Fund, Inc. | 1,354 | $30,299.58 | $34,554.08 | - | $4,254.5 | 14.04% | +1.27% |
| AEO American Eagle Outfitters, Inc. | 318 | $5,456.52 | $5,463.24 | - | $6.72 | 0.12% | -0.751% |
| AEP American Electric Power Company, Inc. | 70 | $7,947.43 | $8,949.5 | - | $1,002.07 | 12.61% | +0.055% |
| AFL Aflac Inc. | 104 | $11,883.61 | $13,257.92 | - | $1,374.31 | 11.56% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 62,578 | $6.22M | $6.09M | - | -$124,146.97 | -2% | -0.256% |
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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 - $1.3M, Vanguard ESG International Stock ETF - $1.17M, Nuveen ESG U.S. Aggregate Bond ETF - $623,021.29, 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 - $406,918.74, Zscaler Inc - $209,483.69, Vanguard Russell 2000 ETF - $157,328.45, iShares Core S&P 500 ETF - $96,535.04, 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 $8.57M 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 - $622,376.22, Vanguard ESG International Stock ETF - $396,101.37, iShares Core MSCI EAFE ETF - $391,338.03, and iShares Core U.S. Aggregate Bond ETF - $349,058.07. 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.
