Jessica Riley Hale Portfolio
Invests via GC Wealth Management RIA, LLC | Managed by David Steven Breslin
Invests via GC Wealth Management RIA, LLC
Managed by David Steven Breslin
Automatically Tracked
Jessica Riley Hale Profile
Operating partner and investor focused on growth-stage consumer and technology companies, Jessica Riley Hale brings operating, corporate development and board experience across startups and scaled firms. She has led commercial strategy, fundraising and M&A initiatives and works with management on go-to-market and governance. Frequently active in angel and seed rounds, she complements capital with operational playbooks and network access.
Operating partner and investor focused on growth-stage consumer and technology companies, Jessica Riley Hale brings operating, corporate development and board experience across startups and scaled firms. She has led commercial strategy, fundraising and M&A initiatives and works with management on go-to-market and governance. Frequently active in angel and seed rounds, she complements capital with operational playbooks and network access.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and technology companies, pairing early-stage capital with hands-on operating support. Prioritizes founders with repeatable go-to-market models, healthy unit economics and clear governance needs. Deploys angel/seed and follow-on checks, emphasizing commercial strategy, fundraising readiness and M&A optionality. Investment horizon is multi-year; risk is managed through active board involvement, milestone-based capital and network-driven customer and partner acceleration.
Focuses on growth-stage consumer and technology companies, pairing early-stage capital with hands-on operating support. Prioritizes founders with repeatable go-to-market models, healthy unit economics and clear governance needs. Deploys angel/seed and follow-on checks, emphasizing commercial strategy, fundraising readiness and M&A optionality. Investment horizon is multi-year; risk is managed through active board involvement, milestone-based capital and network-driven customer and partner acceleration.
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:
32.96%
Gain -19.31%
Monthly
0.94%
Yearly
11.87%
Drawdown
24.86%
$2.82B
Equity
Holdings
$2.82B
Investment
$2.6B
$331.75M
Profit -$49.29M
Realized
$105.77M
Unrealized
$225.98M
Dividends
$33.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-19.31%
Profit
-$49.29M
Win %
69%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$35.27M
Win %
69%
This Month
Compared to last month
Gain
1.29%
Profit
$35.97M
Win %
69%
This Year
Compared to last year
Gain
17.48%
Profit
$420.42M
Win %
65%
HOLX Hologic Inc.
+12%
+$24,915.59 
ABT Abbott Laboratories
+10.71%
+$299,619.96 
BTI British American Tobacco p.l.c. ADR
+7.54%
+$59,689.82 
DXCM DexCom, Inc.
+7.22%
+$23,866.5 
CTAS Cintas Corporation
+7.21%
+$338,325 
MCK McKesson Corporation
+5.65%
+$286,350.37 
PM Philip Morris International Inc.
+4.95%
+$39,639.04 
SYK Stryker Corporation
+4.66%
+$32,250.6 
PAYX Paychex Inc.
+4.27%
+$31,461.8 
ORLY O'Reilly Automotive Inc.
+4.25%
+$19,215.68 
ABBV AbbVie Inc.
+4.21%
+$406,070.28 
NKE Nike, Inc. - Class B
+4.21%
+$13,003.2 
AWK American Water Works Company, Inc.
+3.96%
+$16,424.93 
ADSK Autodesk, Inc.
+3.87%
+$91,942.32 
UNP Union Pacific Corporation
+3.83%
+$194,446.04 
AON Aon plc
+3.8%
+$11,646.73 
SAP SAP SE Sponsored ADR
+3.67%
+$57,128.1 
ADP Automatic Data Processing Inc.
+3.67%
+$32,496.75 
BSX Boston Scientific Corporation
+3.67%
+$9,097.63 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.58%
+$27,112.32 
PCOR Procore Technologies Inc.
+3.56%
+$14,694 
GILD Gilead Sciences Inc.
+3.49%
+$14,931.6 
ISRG Intuitive Surgical, Inc.
+3.44%
+$224,260.96 
BDX Becton, Dickinson and Company
+3.26%
+$12,125.05 
CTSH Cognizant Technology Solutions Corporation
+3.2%
+$6,470.82 
ZTS Zoetis Inc.
+3.19%
+$7,423.22 
XYL Xylem Inc.
+3.19%
+$11,931.21 
COST Costco Wholesale Corporation
+3.17%
+$350,189.13 
SBUX Starbucks Corporation
+3.1%
+$31,119.96 
MA Mastercard Incorporated
+3.05%
+$255,172.27 
RF Regions Financial Corporation
+2.92%
+$17,558.2 
SPGI S&P Global Inc.
+2.9%
+$71,801.34 
FAST Fastenal Co.
+2.89%
+$31,041.76 
MCO Moody's Corporation
+2.89%
+$10,701.61 
PCAR PACCAR Inc.
+2.86%
+$11,742.72 
ULTA Ulta Beauty Inc.
+2.73%
+$40,424.13 
CP Canadian Pacific Kansas City Limited
+2.7%
+$45,347.4 
TFX Teleflex Incorporated
+2.63%
+$43,288.25 
PSX Phillips 66
+2.63%
+$95,361.96 
TRV The Travelers Companies, Inc.
+2.62%
+$24,526.46 
HSY The Hershey Company
+2.61%
+$10,119.3 
CMCSA Comcast Corp
+2.6%
+$4,451.78 
HDV iShares Core High Dividend ETF
+2.57%
+$13,884.05 
T AT&T Inc.
+2.57%
+$9,940.15 
AMH American Homes 4 Rent
+2.48%
+$64,338.28 
DOV Dover Corporation
+2.47%
+$19,482.79 
MNST Monster Beverage Corporation
+2.43%
+$28,335.72 
PG Procter & Gamble Co
+2.33%
+$64,128.54 
SQ Block, Inc.
+2.27%
+$81,739.84 
WY Weyerhaeuser Company
+2.26%
+$12,853.08 
CINF Cincinnati Financial Corporation
+2.24%
+$13,679.88 
MPC Marathon Petroleum Corporation
+2.23%
+$15,260.98 
MTB M&T Bank Corporation
+2.22%
+$9,835.35 
WMT Walmart Inc.
+2.15%
+$202,120.82 
EMR Emerson Electric Co.
+2.08%
+$15,148.99 
HD The Home Depot, Inc.
+1.93%
+$125,612.2 
AM Antero Midstream Corporation
+1.92%
+$4,061.35 
DHI D.R. Horton, Inc.
+1.89%
+$32,855.76 
PPL PPL Corporation
+1.88%
+$7,338.51 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$9,146.91 
CB Chubb Limited
+1.85%
+$143,053.52 
NVO Novo Nordisk A/S Sponsored ADR
+1.82%
+$26,348.8 
HCA HCA Healthcare Inc.
+1.82%
+$4,829.88 
SHW The Sherwin-Williams Company
+1.76%
+$10,325.23 
AAPL Apple Inc.
+1.76%
+$2.05M 
AME Ametek Inc.
+1.62%
+$12,145.14 
USB U.S. Bancorp
+1.59%
+$37,998.06 
SO The Southern Company
+1.55%
+$16,735.95 
FDX FedEx Corporation
+1.52%
+$3,436.81 
RELX Relx PLC Sponsored ADR
+1.52%
+$21,777.51 
BX Blackstone Inc.
+1.51%
+$14,194.54 
COF Capital One Financial Corporation
+1.46%
+$74,364.48 
TGT Target Corporation
+1.39%
+$6,865.96 
CNHI CNH Industrial N.V.
+1.38%
+$2,103.44 
ICE Intercontinental Exchange, Inc.
+1.37%
+$75,538.56 
LIN Linde plc
+1.28%
+$63,744.88 
CVX Chevron Corporation
+1.26%
+$79,151.21 
DGRO iShares Core Dividend Growth ETF
+1.25%
+$80,343.36 
APD Air Products and Chemicals, Inc.
+1.23%
+$6,750 
SNY Sanofi American Depositary Receipt
+1.21%
+$11,736.32 
JNJ Johnson & Johnson
+1.19%
+$63,702.21 
LLY Eli Lilly and Company
+1.08%
+$248,755.98 
USMV iShares MSCI USA Min Vol Factor ETF
+1.08%
+$20,922.8 
TDY Teledyne Technologies Incorporated
+1.07%
+$6,877.73 
ALL Allstate Corporation
+0.99%
+$7,799.26 
XEL Xcel Energy Inc.
+0.92%
+$4,143.48 
NFLX Netflix, Inc.
+0.91%
+$64,070.76 
AXP American Express Company
+0.87%
+$28,620.72 
CARR Carrier Global Corporation
+0.87%
+$5,763.6 
GD General Dynamics Corporation
+0.87%
+$5,808.99 
DXYZ Destiny Tech100 Inc.
+0.87%
+$4,140 
ADM Archer-Daniels-Midland Co
+0.85%
+$8,859.9 
OSK Oshkosh Corporation
+0.81%
+$2,522.86 
MELI MercadoLibre, Inc.
+0.77%
+$15,083.86 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$18,462 
PATH Uipath Inc.
+0.67%
+$1,290.64 
WFC Wells Fargo & Company
+0.64%
+$31,494.96 
MAR Marriott International Inc. - Class A
+0.57%
+$2,466.21 
AZN AstraZeneca PLC American Depositary Shares
+0.55%
+$18,885.76 
SHEL Shell plc
+0.52%
+$3,320.68 
ARES Ares Management Corporation
+0.51%
+$2,454.4 
PLTR Palantir Technologies Inc.
+0.51%
+$11,456.13 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$45,101.88 
AEP American Electric Power Company, Inc.
+0.47%
+$2,839.41 
WMB The Williams Companies, Inc.
+0.47%
+$1,943.55 
CME CME Group Inc.
+0.45%
+$1,426.82 
CWS AdvisorShares Focused Equity ETF
+0.42%
+$5,200.15 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$5,071.55 
XLF Financial Select Sector SPDR Fund
+0.34%
+$3,069.07 
DBX Dropbox Inc.
+0.33%
+$2,529.6 
VB Vanguard Small-Cap ETF
+0.31%
+$7,048.04 
EA Electronic Arts Inc.
+0.28%
+$875.52 
VO Vanguard Mid-Cap ETF
+0.2%
+$7,132.8 
GM General Motors Company
+0.1%
+$689.76 
XLI Industrial Select Sector SPDR Fund
+0.05%
+$194.76 
ORCL Oracle Corporation
+0.03%
+$1,758.75 
EAGL Eagle Capital Select Equity ETF
+0.03%
+$2,496.22 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.02%
+$228.09 
RSMC Rockefeller U.S. Small-Mid Cap ETF
+0.01%
+$464.6 
SCHW Charles Schwab Corporation
+0.01%
+$118.35 
BABA Alibaba Group Holding Limited SP ADR
+0.01%
+$118.7 
NCLO Nuveen AA-BBB CLO ETF
0%
+$12 
RGEF Rockefeller Global Equity ETF
0%
+$162.71 
ABNB Airbnb, Inc.
0%
$0 
ACN Accenture plc Class A
0%
-$0.01 
ACWI iShares MSCI ACWI ETF
0%
$0 
ADBE Adobe Inc.
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
ALC Alcon Inc.
0%
$0 
ALKS Alkermes plc
0%
$0 
ALLE Allegion plc
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.16 
AMGN Amgen Inc.
0%
-$0.06 
AMP Ameriprise Financial, Inc.
0%
$0 
AOS A. O. Smith Corporation
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
APPS Digital Turbine Inc.
0%
$0 
ASAN Asana Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AZO AutoZone Inc.
0%
-$0.01 
BAC Bank of America Corporation
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BDYN iShares Dynamic Equity Active ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
-$0.07 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
-$0.09 
BOX Box Inc.
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CALI China Auto Logistics Inc.
0%
$0 
CART Maplebear Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.01 
CFR Cullen/Frost Bankers Inc.
0%
-$0.02 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CMF iShares California Muni Bond ETF
0%
$0 
COHR Coherent Corp.
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTOS Custom Truck One Source, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DE Deere & Company
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DHR Danaher Corporation
0%
+$0.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.01 
DIS The Walt Disney Company
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DUOL Duolingo, Inc.
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
+$0.02 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ESAB Esab Corporation
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ESP Espey Mfg. & Electronics Corp.
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FIG Figma Inc. Class A Common Stock
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
+$0.01 
FLEX Flex Ltd.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FLR Fluor Corporation
0%
$0 
FTV Fortive Corporation
0%
$0 
GE General Electric Company
0%
$0 
GFI Gold Fields Ltd. Sponsored ADR
0%
$0 
GL Globe Life Inc.
0%
+$0.02 
GOOG Alphabet Inc
0%
+$3.7 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GRAL Grail, Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.25 
GXO GXO Logistics Inc.
0%
$0 
HAFN Hafnia Ltd
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HON Honeywell International Inc.
0%
$0 
HUBS HubSpot, Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBMO iShares iBonds Dec 2026 Term ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
$0 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.02 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEUR iShares Core MSCI Europe ETF
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
ILMN Illumina, Inc.
0%
+$0.26 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTU Intuit Inc.
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
-$0.07 
J Jacobs Solutions Inc.
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KAZR Kaz Resources Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LCTX Lineage Cell Therapeutics Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LEU Centrus Energy Corp.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
-$0.01 
LIND Lindblad Expeditions Holdings Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
+$0.35 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDB MongoDB Inc.
0%
-$0.02 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
META Meta Platforms Inc Class A
0%
$0 
MGC Vanguard Mega Cap ETF
0%
-$0.03 
MLM Martin Marietta Materials, Inc.
0%
-$0.01 
MMM 3M Company
0%
$0 
MOG-A Moog Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
+$0.04 
MSA Msa Safety Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MT ArcelorMittal S.A.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NAN Nuveen New York Quality Municipal Income Fund
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
+$0.07 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.04 
NOW ServiceNow, Inc.
0%
$0 
NPK National Presto Industries Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NWG NatWest Group plc Sponsored ADR
0%
$0 
NWPX NWPX Infrastructure, Inc.
0%
$0 
NXDR Nextdoor Holdings, Inc.
0%
$0 
OEF iShares S&P 100 ETF
0%
+$0.04 
OPEN Opendoor Technologies Inc.
0%
$0 
OPPE WisdomTree European Opportunities Fund
0%
$0 
PD PagerDuty Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
-$0.11 
PHG Koninklijke Philips N.V.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PRCH Porch Group Inc.
0%
$0 
PUK Prudential plc ADR
0%
$0 
PWR Quanta Services Inc.
0%
-$0.6 
PYPL PayPal Holdings Inc
0%
$0 
QLTA iShares AAA - A Rated Corporate Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RAL Ralliant Corporation
0%
$0 
RBLX Roblox Corporation
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
-$0.02 
RGA Reinsurance Group of America, Inc.
0%
$0 
RNG RingCentral Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
S SentinelOne Inc.
0%
$0 
SCCO Southern Copper Corporation
0%
+$0.04 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SE Sea Ltd.
0%
$0 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SLNO Soleno Therapeutics, Inc.
0%
-$0.03 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.14 
SMMD iShares Russell 2500 ETF
0%
$0 
SNN Smith & Nephew plc ADR
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
+$0.09 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SSYS Stratasys Ltd.
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TEAM Atlassian Corporation Class A
0%
$0 
TECH Bio-Techne Corporation
0%
$0 
TEL TE Connectivity plc
0%
$0 
TEM Tempus AI, Inc.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TRU TransUnion
0%
$0 
TSLX Sixth Street Specialty Lending Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.35 
TTE TotalEnergies SE
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
UI Ubiquiti Inc.
0%
+$0.03 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
UPST Upstart Holdings, Inc.
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
-$8.83 
V Visa Inc. Class A
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.06 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VERA Vera Therapeutics Inc.
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
-$0.09 
VRT Vertiv Holdings Co
0%
-$0.04 
VT Vanguard Total World Stock ETF
0%
+$0.24 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.34 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTV Vanguard Value ETF
0%
-$0.19 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.01 
VXF Vanguard Extended Market ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
-$0.3 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WIX Wix.com Ltd.
0%
$0 
WM Waste Management, Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
-$0.01 
BSGM BioSig Technologies Inc.
-18.76%
-$12,176.67 
CLS Celestica Inc.
-9.23%
-$58,728.98 
GLW Corning Incorporated
-9.19%
-$136,442.34 
WDC Western Digital Corporation
-9.15%
-$106,099.75 
OKLO Oklo Inc.
-8.73%
-$16,941.54 
HOOD Robinhood Markets, Inc.
-8.24%
-$782,448.8 
CRCL Circle Internet Group, Inc.
-7.69%
-$308,509.55 
INTC Intel Corporation
-5.84%
-$186,496.31 
MU Micron Technology, Inc.
-5.65%
-$517,645.02 
DELL Dell Technologies Inc.
-5.16%
-$52,930.48 
DDD 3D Systems Corporation
-5.07%
-$6,894.3 
RUN Sunrun Inc.
-4.93%
-$93,926.7 
VST Vistra Corp
-4.79%
-$37,889.8 
CI The Cigna Group
-4.7%
-$16,438.25 
ELV Elevance Health, Inc.
-4.48%
-$18,633.67 
GOOGL Alphabet Inc
-4.44%
-$8.43M 
QCOM QUALCOMM Incorporated
-4.14%
-$139,337.22 
CAT Caterpillar Inc.
-4.06%
-$166,342.36 
ETN Eaton Corporation plc
-4.02%
-$324,832 
CCJ Cameco Corporation
-3.98%
-$15,634.78 
TXN Texas Instruments Inc
-3.31%
-$323,217.43 
AMAT Applied Materials, Inc.
-3.19%
-$186,812.9 
HIMU
-3.13%
-$100,093.5 
KEYS Keysight Technologies, Inc.
-3.08%
-$8,905.24 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.81%
-$51,896.32 
CMI Cummins Inc.
-2.75%
-$18,519.6 
ADI Analog Devices, Inc.
-2.67%
-$195,061.67 
TDOC Teladoc Health Inc.
-2.57%
-$6,812.5 
CUE Cue Biopharma, Inc.
-2.46%
-$106,990.98 
NVDA NVIDIA Corporation
-2.4%
-$3.9M 
TWLO Twilio Inc.
-2.29%
-$96,746.56 
DASH DoorDash, Inc.
-2%
-$223,588.2 
AMZN Amazon.com Inc
-1.99%
-$1.26M 
GLD SPDR Gold Shares
-1.99%
-$340,901.16 
ANET Arista Networks, Inc.
-1.95%
-$387,048.48 
SNPS Synopsys, Inc.
-1.94%
-$105,600 
VGT Vanguard Information Technology ETF
-1.94%
-$68,396.64 
GEV GE Vernova Inc.
-1.81%
-$29,848.01 
UAL United Airlines Holdings, Inc.
-1.79%
-$23,824.8 
BA Boeing Company
-1.73%
-$39,228.84 
EWJ iShares MSCI Japan ETF
-1.7%
-$4,442.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$177,819.9 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$565,632.52 
DB Deutsche Bank AG
-1.37%
-$12,656 
TT Trane Technologies plc
-1.08%
-$36,327.27 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$43,555.84 
SLB Schlumberger Limited
-0.99%
-$2,554.92 
TSLA Tesla, Inc.
-0.86%
-$375,392.9 
DDOG Datadog, Inc. Class A Common Stock
-0.81%
-$20,879.88 
CZR Caesars Entertainment, Inc.
-0.73%
-$3,170.2 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$210,152.38 
NGG National Grid plc Sponsored ADR
-0.48%
-$4,283.6 
AER AerCap Holdings N.V.
-0.43%
-$1,365.82 
LMT Lockheed Martin Corporation
-0.18%
-$1,765.36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$957.44 
AES AES Corporation
-0.07%
-$156.93 
MS Morgan Stanley
-0.06%
-$4,677.66 
DCGO DocGo Inc.
-0.03%
-$3 
PANW Palo Alto Networks, Inc.
-0.01%
-$1,181.36 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3879 | Longs Won 2261/3879 58% | Profit Factor 2.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.54M |
| Average Win $261,786.25 | Best Trade (Jul 17) $43.54M | Sharpe Ratio -7.1 |
| Average Loss -$160,823.6 | Worst Trade (Jul 17) -$36.1M | Z-Score -3.76 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $85,523.49 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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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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