AB
Andrew Blass Portfolio
Invests via Atlantic Private Wealth LLC | Managed by Andrew William Blass, Christopher Daniel Thomas, Joseph P. Acquanita
Invests via Atlantic Private Wealth LLC
Managed by Andrew William Blass, Christopher Daniel Thomas, Joseph P. Acquanita
Automatically Tracked
Andrew Blass Profile
With a strong foundation in corporate leadership and entrepreneurship, Andrew Blass has made significant contributions across various sectors. His expertise spans operations and strategic planning, leveraging his background to drive growth and innovation within organizations. Through effective management roles, he has cultivated teams that excel in execution while navigating complex market environments. Known for fostering relationships with stakeholders, his influence extends beyond traditional business parameters into investment circles where he identifies opportunities for advancement. Blass's commitment to excellence positions him as a notable figure at the intersection of strategy and finance.
With a strong foundation in corporate leadership and entrepreneurship, Andrew Blass has made significant contributions across various sectors. His expertise spans operations and strategic planning, leveraging his background to drive growth and innovation within organizations. Through effective management roles, he has cultivated teams that excel in execution while navigating complex market environments. Known for fostering relationships with stakeholders, his influence extends beyond traditional business parameters into investment circles where he identifies opportunities for advancement. Blass's commitment to excellence positions him as a notable figure at the intersection of strategy and finance.
Investment Philosophy & Strategy
With a keen eye for market dynamics, Andrew Blass consistently pursues investment opportunities that harness innovative strategies. His entrepreneurial mindset allows him to identify and capitalize on transformational growth areas across diverse sectors. By prioritizing operational efficiency and strategic foresight, he directs investments toward businesses with the potential for disruption and value creation. Emphasizing strong relationships with stakeholders enhances his ability to navigate competitive landscapes effectively while aligning interests across various parties. This approach underscores a commitment not only to capital appreciation but also to fostering lasting partnerships that drive sustained success.
With a keen eye for market dynamics, Andrew Blass consistently pursues investment opportunities that harness innovative strategies. His entrepreneurial mindset allows him to identify and capitalize on transformational growth areas across diverse sectors. By prioritizing operational efficiency and strategic foresight, he directs investments toward businesses with the potential for disruption and value creation. Emphasizing strong relationships with stakeholders enhances his ability to navigate competitive landscapes effectively while aligning interests across various parties. This approach underscores a commitment not only to capital appreciation but also to fostering lasting partnerships that drive sustained success.
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:
40.66%
Gain +1.41%
Monthly
0.44%
Yearly
5.48%
Drawdown
15.73%
$166.55M
Equity
Holdings
$166.55M
Investment
$124.27M
$43.33M
Profit +$2.74M
Realized
$1.05M
Unrealized
$42.29M
Dividends
$10.55M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.41%
Profit
$2.74M
Win %
74%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$298,206.12
Win %
74%
This Month
Compared to last month
Gain
-1.22%
Profit
-$2.05M
Win %
74%
This Year
Compared to last year
Gain
8.04%
Profit
$12.39M
Win %
74%
SPIR Spire Global Inc.
+21.07%
+$10,350 
SNDK SanDisk Corporation
+14.5%
+$79,108.96 
KLAC KLA Corporation
+12.85%
+$274.42 
ONTO Onto Innovation Inc.
+12.73%
+$171.43 
LRCX Lam Research Corporation
+12.65%
+$203.6 
FLNC Fluence Energy, Inc.
+12.3%
+$146.3 
MU Micron Technology, Inc.
+11.69%
+$1,563.6 
CRDO Credo Technology Group Holding Ltd.
+11.39%
+$135.4 
AMAT Applied Materials, Inc.
+11.17%
+$15,265.25 
MRVL Marvell Technology, Inc.
+11.12%
+$140.45 
POWL Powell Industries Inc.
+10.73%
+$84.48 
HUT Hut 8 Corp.
+10.06%
+$106.3 
TER Teradyne, Inc.
+9.73%
+$169.05 
ADPT Adaptive Biotechnologies Corporation
+9.72%
+$24.9 
UAL United Airlines Holdings, Inc.
+9.56%
+$49.15 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$5,261.12 
INTC Intel Corporation
+9.28%
+$47,038.41 
RKLB Rocket Lab Corporation
+9.26%
+$4,865 
MKSI MKS Instruments Inc.
+9.25%
+$146.25 
KSS Kohl's Corporation
+9.07%
+$28.8 
RIOT Riot Platforms, Inc.
+8.55%
+$41.2 
CLSK CleanSpark, Inc.
+8.52%
+$25.4 
CCL Carnival Corporation Ltd.
+8.2%
+$21.3 
WDC Western Digital Corporation
+8%
+$39,396 
AMD Advanced Micro Devices, Inc.
+7.96%
+$7,744.3 
MRNA Moderna, Inc.
+7.94%
+$496.4 
MPWR Monolithic Power Systems, Inc.
+7.91%
+$116.51 
IESC Ies Holdings Inc.
+7.83%
+$53.13 
SWK Stanley Black & Decker Inc.
+7.36%
+$570 
KTOS Kratos Defense & Security Solutions, Inc.
+7.22%
+$19.8 
RCL Royal Caribbean Group
+7.14%
+$38.36 
DAL Delta Air Lines, Inc.
+7.04%
+$26.9 
HOOD Robinhood Markets, Inc.
+6.9%
+$59.6 
SMH VanEck Semiconductor ETF
+6.78%
+$33,630.3 
AMRX Amneal Pharmaceuticals Inc.
+6.66%
+$20.4 
HON Honeywell International Inc.
+6.43%
+$6,103.64 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.42%
+$34.5 
PANW Palo Alto Networks, Inc.
+6.2%
+$3,264 
STNE StoneCo Ltd.
+6.13%
+$9.75 
VRT Vertiv Holdings Co
+6.06%
+$85.15 
BA Boeing Company
+6.05%
+$1,264 
HWM Howmet Aerospace Inc.
+6.05%
+$135.81 
SMTC Semtech Corporation
+6.02%
+$46.45 
DELL Dell Technologies Inc.
+5.94%
+$109.85 
WSM Williams-Sonoma, Inc.
+5.82%
+$24.1 
MCHP Microchip Technology Incorporated
+5.72%
+$1,006 
WWD Woodward Inc.
+5.7%
+$20.94 
CRI Carter's Inc.
+5.7%
+$64.96 
HEI-A HEICO Corporation
+5.68%
+$27 
VST Vistra Corp
+5.61%
+$7.77 
JOBY Joby Aviation, Inc.
+5.53%
+$14.7 
TEX Terex Corporation
+5.53%
+$65.8 
SAN Banco Santander S.A. Sponsored ADR
+5.5%
+$828.58 
ENVA Enova International Inc.
+5.37%
+$48.3 
RPG Invesco S&P 500 Pure Growth ETF
+5.3%
+$2,690.64 
AA Alcoa Corporation
+5.26%
+$17.25 
CW Curtiss-Wright Corporation
+5.26%
+$37.83 
ELAN Elanco Animal Health Incorporated
+5.25%
+$18 
NEM Newmont Corporation
+5.2%
+$48.25 
GD General Dynamics Corporation
+5.2%
+$6,024.8 
BWA BorgWarner Inc.
+5.06%
+$18.05 
SOFI SoFi Technologies, Inc.
+5.04%
+$600 
GLW Corning Incorporated
+5.01%
+$126.45 
PWR Quanta Services Inc.
+4.97%
+$64.69 
ADI Analog Devices, Inc.
+4.95%
+$1,945 
CRH CRH plc
+4.89%
+$24.45 
VPL Vanguard FTSE Pacific ETF
+4.88%
+$537.32 
ETN Eaton Corporation plc
+4.88%
+$73.28 
WOLF Wolfspeed, Inc.
+4.86%
+$42.2 
CAT Caterpillar Inc.
+4.83%
+$9,053.47 
AMGN Amgen Inc.
+4.79%
+$48.58 
PHM PulteGroup Inc.
+4.71%
+$55.8 
TSLA Tesla, Inc.
+4.63%
+$1,113.21 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$1,700.05 
GEV GE Vernova Inc.
+4.58%
+$357.07 
LMT Lockheed Martin Corporation
+4.57%
+$2,400 
RL Ralph Lauren Corporation
+4.48%
+$16.86 
GE General Electric Company
+4.43%
+$56.48 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$707.25 
EVR Evercore Inc.
+4.27%
+$29.1 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$2,294.5 
COIN Coinbase Global, Inc.
+4.2%
+$21,215.13 
STLD Steel Dynamics Inc.
+4.18%
+$22.42 
DLTR Dollar Tree, Inc.
+4.14%
+$22.85 
CMI Cummins Inc.
+4.03%
+$2,542 
SYF Synchrony Financial
+4%
+$55.6 
IBKR Interactive Brokers Group Inc.
+3.99%
+$40.92 
DG Dollar General Corporation
+3.98%
+$21.87 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$2,990.52 
EMXF iShares ESG Aware MSCI EM ETF
+3.92%
+$73,699.82 
RTX RTX Corporation
+3.83%
+$1,394 
NU Nu Holdings Ltd.
+3.83%
+$6.67 
TKR Timken Co.
+3.77%
+$2,504.98 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$13,425.75 
EMR Emerson Electric Co.
+3.71%
+$25.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$13,222.5 
NET Cloudflare Inc.
+3.61%
+$39.65 
GILD Gilead Sciences Inc.
+3.6%
+$43.75 
TKO Tko Group Holdings Inc.
+3.58%
+$14.8 
SBUX Starbucks Corporation
+3.53%
+$1,047 
C Citigroup Inc.
+3.47%
+$46.3 
AVGO Broadcom Inc.
+3.47%
+$6,179.1 
RSPT Invesco S&P 500 Equal Weight ETF
+3.46%
+$5,476.38 
GS The Goldman Sachs Group, Inc.
+3.43%
+$1,715 
IXUS iShares Core International Stock ETF
+3.38%
+$153.86 
MGNI Magnite, Inc.
+3.38%
+$7.95 
IQDF FlexShares International Quality Dividend Index Fund
+3.35%
+$5,934.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$272,767 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$111,908.86 
QS QuantumScape Corp
+3.29%
+$8.05 
XERS Xeris Biopharma Holdings, Inc.
+3.28%
+$6.6 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$2,069.34 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+3.25%
+$111,404.52 
VGK Vanguard FTSE Europe ETF
+3.22%
+$340.38 
PSMT PriceSmart Inc.
+3.18%
+$27.75 
EPAC Enerpac Tool Group Corp.
+3.13%
+$62.06 
ROST Ross Stores, Inc.
+3.1%
+$1,438 
VKTX Viking Therapeutics Inc.
+3.06%
+$425 
LHX L3Harris Technologies, Inc.
+3.05%
+$18.46 
ANET Arista Networks, Inc.
+3.04%
+$23.1 
PH Parker-Hannifin Corporation
+3.04%
+$26.62 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$641.84 
IWM iShares Russell 2000 ETF
+2.99%
+$5,782.99 
VXF Vanguard Extended Market ETF
+2.98%
+$194,022.26 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$223.38 
WCC Wesco International Inc.
+2.94%
+$9.83 
MS Morgan Stanley
+2.91%
+$30.1 
HPE Hewlett Packard Enterprise Company
+2.86%
+$650 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+2.83%
+$595 
VMC Vulcan Materials Company
+2.77%
+$762.55 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.69%
+$1,741.45 
SPHQ Invesco S&P 500 Quality ETF
+2.65%
+$2,489.79 
TXT Textron Inc.
+2.65%
+$12.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$750 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$1,818.31 
ECL Ecolab Inc.
+2.57%
+$660 
CVS CVS Health Corporation
+2.54%
+$522.9 
CSCO Cisco Systems, Inc.
+2.53%
+$45.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$148.33 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$38.95 
VB Vanguard Small-Cap ETF
+2.52%
+$2,411.48 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.51%
+$3,277.5 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$356.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$173.57 
COF Capital One Financial Corporation
+2.44%
+$134.54 
VT Vanguard Total World Stock ETF
+2.44%
+$8,321.3 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+2.42%
+$12.05 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$219.42 
VYMI Vanguard International High Dividend Yield Index Fund
+2.33%
+$6,000.96 
MLM Martin Marietta Materials, Inc.
+2.32%
+$12.82 
INCY Incyte Corporation
+2.31%
+$12.2 
IDV iShares International Select Dividend ETF
+2.31%
+$6,100.35 
ROKU Roku, Inc.
+2.31%
+$13.5 
ILMN Illumina, Inc.
+2.3%
+$18.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$806.52 
HD The Home Depot, Inc.
+2.26%
+$2,271.15 
DOV Dover Corporation
+2.26%
+$1,975.47 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$4,700.48 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$1,095.1 
PFE Pfizer Inc.
+2.23%
+$594.51 
APH Amphenol Corporation
+2.21%
+$92.12 
HBAN Huntington Bancshares Incorporated
+2.2%
+$925 
WAB Wabtec Corporation
+2.19%
+$145.86 
NVDA NVIDIA Corporation
+2.17%
+$12,478.32 
LLY Eli Lilly and Company
+2.13%
+$6,512.49 
CSX CSX Corporation
+2.05%
+$494 
AME Ametek Inc.
+2.04%
+$557.19 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.04%
+$9.05 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$3,221.71 
BX Blackstone Inc.
+2.03%
+$1,800 
IWD iShares Russell 1000 Value ETF
+1.99%
+$1,707.16 
DNLI Denali Therapeutics Inc.
+1.99%
+$4.1 
ESGV Vanguard ESG U.S. Stock ETF
+1.99%
+$107,764.58 
NOC Northrop Grumman Corporation
+1.9%
+$10.31 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$5,487.84 
TFC Truist Financial Corporation
+1.84%
+$654.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$341,752.33 
GM General Motors Company
+1.83%
+$21.75 
CEG Constellation Energy Corporation
+1.82%
+$8.82 
HAS Hasbro Inc.
+1.8%
+$7.4 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$1,044.81 
VUG Vanguard Growth ETF
+1.78%
+$16,637.34 
DIS The Walt Disney Company
+1.77%
+$437.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$377.6 
MDB MongoDB Inc.
+1.76%
+$6.13 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$852,146.44 
TROW T. Rowe Price Group, Inc.
+1.73%
+$276 
VOO Vanguard S&P 500 ETF
+1.72%
+$6,141.01 
IVV iShares Core S&P 500 ETF
+1.72%
+$40,301.94 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$1,262.73 
ITW Illinois Tool Works Inc.
+1.71%
+$17.08 
KEY KeyCorp
+1.71%
+$11.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$391.5 
VTV Vanguard Value ETF
+1.68%
+$1,128.52 
AXP American Express Company
+1.64%
+$1,560.45 
CRSP Crispr Therapeutics AG
+1.6%
+$11.85 
ARVN Arvinas Inc.
+1.58%
+$63.47 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$1,998.1 
REGN Regeneron Pharmaceuticals, Inc.
+1.54%
+$9.24 
DE Deere & Company
+1.53%
+$858 
IRM Iron Mountain Inc.
+1.48%
+$274.82 
AMZN Amazon.com Inc
+1.45%
+$1,938.9 
IOCT Innovator International Developed Power Buffer ETF – October
+1.42%
+$11,489.8 
SYY Sysco Corporation
+1.41%
+$343.91 
JPM JPMorgan Chase & Co.
+1.4%
+$5,002.55 
AAPL Apple Inc.
+1.39%
+$13,842.9 
MRK Merck & Co., Inc.
+1.39%
+$33 
UBER Uber Technologies, Inc.
+1.37%
+$752 
HCA HCA Healthcare Inc.
+1.34%
+$5.02 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$93.74 
XYLD Global X S&P 500 Covered Call ETF
+1.28%
+$10,341.78 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.26%
+$2.73 
RWL Invesco S&P 500 Revenue ETF
+1.25%
+$831.6 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.21%
+$9,282 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$742.5 
GEHC GE HealthCare Technologies Inc.
+1.18%
+$3.77 
URI United Rentals, Inc.
+1.16%
+$12.28 
DIVO Amplify CWP Enhanced Dividend Income ETF
+1.14%
+$3,399.76 
DLR Digital Realty Trust, Inc.
+1.13%
+$6.15 
ZS Zscaler Inc.
+1.11%
+$2.76 
BAC Bank of America Corporation
+1.09%
+$628.91 
QBF Innovator U.S. Barclays 20+ Year Treasury Bond ETF Quarterly
+1.07%
+$3,975.31 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$14.28 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$316.89 
RYLD Global X Russell 2000 Covered Call ETF
+1.02%
+$3,351.52 
CG The Carlyle Group Inc.
+1%
+$4.4 
FTI TechnipFMC plc
+0.93%
+$3.25 
WTPI WisdomTree Equity Premium Income Fund
+0.93%
+$2,637.9 
GOOG Alphabet Inc
+0.91%
+$5,284.26 
IBM International Business Machines Corporation
+0.91%
+$637.36 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$8,103 
MNST Monster Beverage Corporation
+0.9%
+$4.1 
APPN Appian Corporation
+0.85%
+$1 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$0.65 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$32.94 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$9.5 
RDDT Reddit Inc Class A
+0.78%
+$501.16 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.77%
+$6,141.25 
TTWO Take-Two Interactive Software, Inc.
+0.77%
+$3.24 
IBTQ iShares iBonds Dec 2035 Term Treasury ETF
+0.74%
+$626.97 
BKR Baker Hughes Company
+0.73%
+$6.9 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.7%
+$278.01 
PLTR Palantir Technologies Inc.
+0.69%
+$77.83 
MMM 3M Company
+0.68%
+$160.5 
IBTP iShares iBonds Dec 2034 ETF
+0.66%
+$38,730.78 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
+0.63%
+$601.95 
IJUL Innovator International Developed Power Buffer ETF
+0.58%
+$695.43 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$145 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.58%
+$28,722.2 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$22,267.71 
STZ Constellation Brands, Inc.
+0.57%
+$122.25 
BLK BlackRock, Inc.
+0.57%
+$5.73 
ABT Abbott Laboratories
+0.56%
+$148.5 
CLNN Clene Inc.
+0.55%
+$66.15 
WFC Wells Fargo & Company
+0.54%
+$6.6 
SRE Sempra
+0.53%
+$2.4 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.45%
+$8,702.1 
IBTL iShares iBonds Dec 2031 Term Fund
+0.45%
+$2,350.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$803.04 
PFG Principal Financial Group, Inc.
+0.44%
+$2.4 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$0.55 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.42%
+$2,812.2 
GOOGL Alphabet Inc
+0.42%
+$379.73 
TJX The TJX Companies, Inc.
+0.39%
+$263.25 
PNQI Invesco NASDAQ Internet ETF
+0.37%
+$340 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.33%
+$2,162.16 
LDOS Leidos Holdings Inc.
+0.32%
+$0.39 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$167.56 
HR Healthcare Realty Trust Incorporated
+0.27%
+$70.23 
JPIE JPMorgan Income ETF
+0.26%
+$932.76 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.23%
+$2,138.5 
ISRG Intuitive Surgical, Inc.
+0.2%
+$1.66 
MPLX MPLX LP
+0.2%
+$110 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$7.35 
IDXX IDEXX Laboratories, Inc.
+0.17%
+$0.97 
TRV The Travelers Companies, Inc.
+0.17%
+$1.02 
DBRG DigitalBridge Group Inc.
+0.16%
+$12.6 
GH Guardant Health Inc.
+0.15%
+$1 
MDT Medtronic plc
+0.11%
+$9 
CASY Casey's General Stores Inc.
+0.07%
+$0.68 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$2,937.07 
HAL Halliburton Company
+0.05%
+$0.3 
NDAQ Nasdaq, Inc.
+0.02%
+$0.2 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$1,279.44 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$80.6 
ABC AmerisourceBergen Corporation
0%
$0 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
ARWR
0%
$0 
CMA Comerica Inc.
0%
$0 
EQT
0%
$0 
JCI
0%
$0 
KAUG
0%
$0 
L
0%
$0 
LH
0%
$0 
LYV
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
RNAM Avidity Biosciences, Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNOW
0%
$0 
TAPR Innovator Equity Defined Protection ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TJAN
0%
$0 
VLTO Veralto Corporation
0%
$0 
ZAPR
0%
$0 
ZFEB
0%
$0 
ORCL Oracle Corporation
-8.58%
-$138.16 
ADSK Autodesk, Inc.
-7.1%
-$47.13 
MORN Morningstar, Inc.
-4.79%
-$142.56 
DVN Devon Energy Corporation
-4.27%
-$29.85 
PBF PBF Energy Inc.
-3.41%
-$169.65 
APA APA Corporation
-3.21%
-$12.2 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$129.6 
OXY Occidental Petroleum Corporation
-2.85%
-$16.25 
CNC Centene Corporation
-2.76%
-$18.05 
XOM Exxon Mobil Corporation
-2.68%
-$104.78 
CRM Salesforce Inc
-2.6%
-$443.5 
INTU Intuit Inc.
-2.58%
-$22 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$2,017.5 
SOLV Solventum Corporation
-2.1%
-$8.5 
CVX Chevron Corporation
-2.1%
-$831.82 
PSX Phillips 66
-2.03%
-$7.39 
MCO Moody's Corporation
-2%
-$18.02 
XLE Energy Select Sector SPDR Fund
-1.97%
-$68,698.7 
UWMC UWM Holdings Corporation
-1.85%
-$45 
BFS Saul Centers Inc.
-1.77%
-$335 
MSFT Microsoft Corp.
-1.77%
-$7,062.12 
ALL Allstate Corporation
-1.67%
-$11.19 
AWK American Water Works Company, Inc.
-1.6%
-$1,264.52 
OKE ONEOK, Inc.
-1.55%
-$1,050 
EPD Enterprise Products Partners L.P.
-1.54%
-$2,632.5 
DHR Danaher Corporation
-1.54%
-$296.1 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$19.05 
V Visa Inc. Class A
-1.21%
-$1,099.8 
MPC Marathon Petroleum Corporation
-0.94%
-$12.4 
ESTC Elastic N.V.
-0.94%
-$2.85 
MKC McCormick & Company, Incorporated
-0.92%
-$182 
WMB The Williams Companies, Inc.
-0.91%
-$6.55 
NFLX Netflix, Inc.
-0.9%
-$108.05 
SNAP Snap Inc.
-0.84%
-$21.69 
WEC WEC Energy Group Inc.
-0.82%
-$273.54 
CB Chubb Limited
-0.82%
-$344.17 
COST Costco Wholesale Corporation
-0.82%
-$604.12 
DPZ Domino's Pizza Inc.
-0.8%
-$313.75 
SRPT Sarepta Therapeutics Inc.
-0.73%
-$825 
DUK Duke Energy Corporation
-0.67%
-$4.17 
SGMO Sangamo Therapeutics Inc.
-0.67%
-$1 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$4.25 
ALNY Alnylam Pharmaceuticals Inc
-0.63%
-$1.83 
SCHW Charles Schwab Corporation
-0.62%
-$5.5 
ATO Atmos Energy Corporation
-0.6%
-$2.04 
CME CME Group Inc.
-0.6%
-$3.16 
AFL Aflac Inc.
-0.6%
-$3.5 
UNH UnitedHealth Group Incorporated
-0.54%
-$6,799.39 
LNT Alliant Energy Corporation
-0.52%
-$3.8 
OTLY Oatly Group AB Sponsored ADR
-0.48%
-$0.08 
KDEC INN US Small Cap Beta ETF
-0.46%
-$47.23 
META Meta Platforms Inc Class A
-0.45%
-$108.78 
PG Procter & Gamble Co
-0.45%
-$100.5 
PEP PepsiCo, Inc.
-0.44%
-$198.45 
IAUG Innovator International Developed Power Buffer ETF – August
-0.44%
-$1,737.58 
ORLY O'Reilly Automotive Inc.
-0.43%
-$5.85 
MCK McKesson Corporation
-0.41%
-$3.25 
NEE NextEra Energy, Inc.
-0.39%
-$70.95 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
-0.38%
-$2,448.64 
CDNS Cadence Design Systems, Inc.
-0.36%
-$6.95 
EW Edwards Lifesciences Corporation
-0.33%
-$1,656.2 
WELL Welltower Inc.
-0.32%
-$19.43 
AXON Axon Enterprise, Inc.
-0.31%
-$1.39 
BEAM Beam Therapeutics Inc.
-0.27%
-$0.8 
RF-PF Regions Financial Corporation
-0.24%
-$0.6 
OPEN Opendoor Technologies Inc.
-0.22%
-$0.13 
IDEC Innovator International Developed Power Buffer ETF – December Series
-0.2%
-$33.46 
ACGL Arch Capital Group Ltd
-0.2%
-$72 
RJF Raymond James Financial Inc.
-0.16%
-$0.96 
TBJL Innovator 20 Year Treasury Bond 9 Buffer ETF
-0.15%
-$180.87 
XVV iShares ESG Screened S&P 500
-0.11%
-$4,060.32 
AEP American Electric Power Company, Inc.
-0.1%
-$0.65 
WMT Walmart Inc.
-0.09%
-$76.56 
SPLV Invesco S&P 500 Low Volatility ETF
-0.09%
-$230.23 
ABBV AbbVie Inc.
-0.08%
-$2.28 
TJUL Innovator Equity Defined Protection ETF 0725
-0.08%
-$569.85 
EA Electronic Arts Inc.
-0.07%
-$0.3 
D Dominion Energy, Inc.
-0.06%
-$32 
JNJ Johnson & Johnson
-0.05%
-$1.61 
VZ Verizon Communications Inc.
-0.04%
-$8 
KMB Kimberly-Clark Corporation
-0.04%
-$8 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$39.68 Events
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Dividends
Dividend Analysis
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| Trades 1259 | Longs Won 828/1259 65% | Profit Factor 6.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $506,558.67 |
| Average Win $61,650.94 | Best Trade (Jun 11) $17.29M | Sharpe Ratio -9.14 |
| Average Loss -$17,896.67 | Worst Trade (Mar 31) -$969,396.3 | Z-Score 10.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $34,418.99 |
| 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% | 0.9% |
| Consecutive Losing Trades | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
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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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