Janice M. Powell Portfolio
Invests via Diversify Advisory Services, LLC | Managed by Lupe Fungalei
Invests via Diversify Advisory Services, LLC
Managed by Lupe Fungalei
Automatically Tracked
Janice M. Powell Profile
Seasoned corporate finance and compliance executive with operational and board experience across regulated industries. Janice M. Powell leads initiatives in risk management, governance, and capital allocation, advising public and private companies on investor relations and strategic transactions. She has managed SEC reporting, M&A integrations, and cost optimization programs, and works closely with CFOs and private equity sponsors on due diligence and post‑acquisition value creation. Market-oriented profile for investor outreach and corporate governance assessment.
Seasoned corporate finance and compliance executive with operational and board experience across regulated industries. Janice M. Powell leads initiatives in risk management, governance, and capital allocation, advising public and private companies on investor relations and strategic transactions. She has managed SEC reporting, M&A integrations, and cost optimization programs, and works closely with CFOs and private equity sponsors on due diligence and post‑acquisition value creation. Market-oriented profile for investor outreach and corporate governance assessment.
Investment Philosophy & Strategy
Focuses on disciplined, governance‑driven capital allocation that favors investments where operational rigor and regulatory expertise de‑risk execution. Emphasizes rigorous due diligence, clear post‑acquisition value‑creation plans, and tight compliance and reporting controls to protect downside. Prefers transactions in regulated industries and complex corporate structures where board-level oversight, cost optimization, and integration experience create alpha. Time horizon is medium to long; approach combines conservative risk management with active engagement alongside CFOs, sponsors, and management to accelerate measurable cash‑flow improvement.
Focuses on disciplined, governance‑driven capital allocation that favors investments where operational rigor and regulatory expertise de‑risk execution. Emphasizes rigorous due diligence, clear post‑acquisition value‑creation plans, and tight compliance and reporting controls to protect downside. Prefers transactions in regulated industries and complex corporate structures where board-level oversight, cost optimization, and integration experience create alpha. Time horizon is medium to long; approach combines conservative risk management with active engagement alongside CFOs, sponsors, and management to accelerate measurable cash‑flow improvement.
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:
41.1%
Gain -0.65%
Monthly
1.18%
Yearly
15.09%
Drawdown
16.73%
$6.16B
Equity
Holdings
$6.16B
Investment
$5.87B
$675.19M
Profit -$44.53M
Realized
$388.51M
Unrealized
$286.69M
Dividends
$88.03M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$44.53M
Win %
55%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$65.74M
Win %
55%
This Month
Compared to last month
Gain
-0.87%
Profit
-$54.29M
Win %
55%
This Year
Compared to last year
Gain
1.24%
Profit
$59.84M
Win %
66%
MNST Monster Beverage Corporation
+99.96%
+$2.8M 
MPC Marathon Petroleum Corporation
+7.42%
+$149,663.85 
CCB Coastal Financial Corporation
+7.21%
+$30,486.21 
PSX Phillips 66
+5.69%
+$85,519.26 
ORBS Eightco Holdings Inc.
+5.57%
+$394.18 
SPOT Spotify Technology S.A.
+4.85%
+$52,616.94 
ALSN Allison Transmission Holdings Inc.
+4.74%
+$9,509.04 
OPTT Ocean Power Technologies Inc.
+4.72%
+$1,019.96 
ISRG Intuitive Surgical, Inc.
+3.85%
+$376,474.23 
RMD ResMed Inc.
+3.83%
+$32,002.06 
NEM Newmont Corporation
+3.79%
+$113,578.36 
LNG Cheniere Energy Inc.
+3.73%
+$19,843.18 
ABNB Airbnb, Inc.
+3.72%
+$440,801.71 
YPF YPF S.A. Sponsored ADR
+3.62%
+$9,729.48 
ZTS Zoetis Inc.
+2.99%
+$27,789.02 
BTAI BioXcel Therapeutics, Inc.
+2.87%
+$388.5 
FTNT Fortinet Inc.
+2.86%
+$493,761.08 
MDT Medtronic plc
+2.58%
+$218,902.5 
CASY Casey's General Stores Inc.
+2.46%
+$40,835.39 
OCGN Ocugen Inc.
+2.34%
+$600.6 
IGV iShares Expanded Tech-Software Sector ETF
+2.26%
+$590,442.32 
DHR Danaher Corporation
+2.25%
+$9,823.93 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.21%
+$55,156.14 
ONDS Ondas Holdings Inc.
+2.19%
+$2,791.8 
WMB The Williams Companies, Inc.
+2.06%
+$72,176.65 
NOW ServiceNow, Inc.
+2.05%
+$678,886.4 
ILMN Illumina, Inc.
+2.04%
+$24,607.69 
SYK Stryker Corporation
+2%
+$117,124.52 
MRK Merck & Co., Inc.
+1.82%
+$68,175.9 
EDGH 3EDGE Dynamic Hard Assets ETF
+1.76%
+$21,516.06 
MOG-A Moog Inc.
+1.65%
+$4,143.36 
STVN Stevanato Group S.p.A.
+1.53%
+$5,793.9 
ANET Arista Networks, Inc.
+1.51%
+$209,323.95 
ACN Accenture plc Class A
+1.44%
+$15,002.9 
APG Api Group Corporation
+1.44%
+$3,310.8 
RJF Raymond James Financial Inc.
+1.43%
+$5,662.14 
FCX Freeport-McMoRan Inc.
+1.28%
+$25,581.27 
SNOW Snowflake Inc.
+1.27%
+$516,724 
PODD Insulet Corporation
+1.19%
+$3,808.56 
MCK McKesson Corporation
+1.18%
+$11,761.45 
SCCO Southern Copper Corporation
+1.18%
+$39,719.97 
NOC Northrop Grumman Corporation
+1.1%
+$13,067.97 
STT State Street Corp
+1.08%
+$16,912.08 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.08%
+$60,163.88 
AU AngloGold Ashanti plc
+1.07%
+$4,159.14 
GLD SPDR Gold Shares
+1.02%
+$153,150.03 
AMP Ameriprise Financial, Inc.
+1%
+$12,665.15 
GIS General Mills, Inc.
+1%
+$3,978.98 
CSTL Castle Biosciences, Inc.
+1%
+$5,098.26 
PAYX Paychex Inc.
+0.95%
+$12,000.77 
GOOGL Alphabet Inc
+0.91%
+$620,776.07 
ELV Elevance Health, Inc.
+0.89%
+$7,692.98 
ABT Abbott Laboratories
+0.75%
+$19,181.61 
UI Ubiquiti Inc.
+0.74%
+$11,877.54 
CODI Compass Diversified Holdings
+0.73%
+$1,028.96 
WMT Walmart Inc.
+0.72%
+$79,648.11 
TSLA Tesla, Inc.
+0.7%
+$164,395.51 
JPM JPMorgan Chase & Co.
+0.64%
+$164,982.06 
COST Costco Wholesale Corporation
+0.52%
+$161,516.33 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.52%
+$32,832.72 
XAR SPDR S&P Aerospace & Defense ETF
+0.51%
+$1,337.37 
RTX RTX Corporation
+0.49%
+$51,068.73 
MPT Medical Properties Trust, Inc.
+0.43%
+$6,384.64 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$22,289.28 
CAH Cardinal Health Inc.
+0.33%
+$2,496.81 
HBAN Huntington Bancshares Incorporated
+0.28%
+$1,134.85 
RELX Relx PLC Sponsored ADR
+0.28%
+$1,258.5 
ATCH AtlasClear Holdings Inc.
+0.28%
+$30.5 
IX Orix Corporation Sponsored ADR
+0.25%
+$670.9 
MFG Mizuho Financial Group Inc. ADR
+0.23%
+$359.15 
UTZ Utz Brands, Inc.
+0.21%
+$675.99 
GWX SPDR S&P International Small Cap ETF
+0.21%
+$600.02 
KRMN Karman Holdings Inc.
+0.21%
+$3,656.88 
CEG Constellation Energy Corporation
+0.2%
+$3,190.26 
EDGF 3Edge Dynamic Fixed Income ETF
+0.2%
+$4,616.73 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.2%
+$968.1 
ONTO Onto Innovation Inc.
+0.19%
+$741.07 
BMY Bristol-Myers Squibb Company
+0.18%
+$4,467.72 
AVMV Avantis U.S. Mid Cap Value ETF
+0.18%
+$1,414.65 
ICE Intercontinental Exchange, Inc.
+0.16%
+$859.2 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.15%
+$656.67 
DXPE DXP Enterprises, Inc.
+0.15%
+$2,544.46 
NMR Nomura Holdings Inc. Sponsored ADR
+0.15%
+$324.81 
RKT Rocket Companies, Inc. Class A
+0.15%
+$209.94 
F Ford Motor Company
+0.14%
+$2,107.16 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$7,523.84 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.13%
+$364.21 
OSUR Orasure Technologies Inc.
+0.12%
+$58.87 
CRH CRH plc
+0.12%
+$1,700.4 
SITM SiTime Corporation
+0.12%
+$456.65 
EWBC East West Bancorp Inc.
+0.11%
+$265.05 
NOK Nokia Corporation Sponsored ADR
+0.11%
+$2,463.86 
CWB SPDR Bloomberg Convertible Securities ETF
+0.11%
+$499.62 
TSLX Sixth Street Specialty Lending Inc.
+0.1%
+$849.16 
FROG JFrog Ltd
+0.1%
+$266.22 
FSCO FS Credit Opportunities Corp.
+0.1%
+$77.78 
SNDK SanDisk Corporation
+0.1%
+$1,930.72 
EME EMCOR Group, Inc.
+0.1%
+$803.37 
AVUV Avantis U.S. Small Cap Value ETF
+0.1%
+$17,265.72 
AWI Armstrong World Industries, Inc.
+0.09%
+$703.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$330.31 
WPM Wheaton Precious Metals Corp.
+0.09%
+$306.39 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+0.09%
+$3,204.84 
AVLC Avantis U.S. Large Cap Equity ETF
+0.09%
+$425.99 
AMX América Móvil, S.A.B. de C.V.
+0.08%
+$418.96 
PBR Petrobras S.A. Sponsored ADR
+0.08%
+$1,634.76 
VIV Telefonica Brasil S.A. ADR
+0.08%
+$1,656.68 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+0.08%
+$251.1 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$2,455.98 
WWD Woodward Inc.
+0.08%
+$534.24 
CXDO Crexendo, Inc.
+0.07%
+$106.08 
USD ProShares Ultra Semiconductors
+0.07%
+$214.97 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.07%
+$1,105.88 
ENTG Entegris, Inc.
+0.07%
+$2,004.6 
RMT Royce Micro-Cap Trust, Inc.
+0.07%
+$646.52 
SEI Solaris Energy Infrastructure Inc.
+0.07%
+$684.04 
EPD Enterprise Products Partners L.P.
+0.07%
+$718.33 
LITE Lumentum Holdings Inc.
+0.07%
+$2,021.44 
COLO Global X MSCI Colombia ETF
+0.06%
+$256.41 
PINS Pinterest, Inc. Class A
+0.06%
+$303.23 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$6,871.92 
QXO Qxo Inc.
+0.06%
+$296.32 
CWEN Clearway Energy Inc.
+0.06%
+$712.42 
APPF Appfolio Inc.
+0.06%
+$256.78 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$759.45 
IRIX Iridex Corporation
+0.06%
+$16.92 
LKQ LKQ Corporation
+0.06%
+$354.46 
MSGS Madison Square Garden Sports Corp.
+0.06%
+$269.8 
CGHM Capital Group Municipal High-Income ETF
+0.06%
+$253.35 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.06%
+$1,745.87 
TSCO Tractor Supply Company
+0.06%
+$1,030.96 
GSK GSK plc Sponsored ADR
+0.06%
+$1,316.01 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+0.06%
+$132.6 
AMRX Amneal Pharmaceuticals Inc.
+0.06%
+$177.46 
NVT nVent Electric plc
+0.06%
+$2,801.7 
KT KT Corporation
+0.05%
+$110.42 
AFRM Affirm Holdings, Inc.
+0.05%
+$14,234.16 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.05%
+$248.49 
TOL Toll Brothers Inc
+0.05%
+$227.29 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.05%
+$83.45 
EQNR Equinor ASA Sponsored ADR
+0.05%
+$1,218.84 
HLN Haleon Plc - ADR
+0.05%
+$111.56 
BXMT Blackstone Mortgage Trust Inc
+0.05%
+$376.11 
IOT Samsara Inc. Class A Common Stock
+0.05%
+$865.36 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.05%
+$197.19 
SLF Sun Life Financial Inc.
+0.05%
+$380.84 
CLS Celestica Inc.
+0.05%
+$2,146.94 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$717.95 
SNY Sanofi American Depositary Receipt
+0.05%
+$185.7 
MFC Manulife Financial Corporation
+0.04%
+$138.88 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$8,141.36 
CRDO Credo Technology Group Holding Ltd.
+0.04%
+$5,816.91 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$2,564.62 
PKG Packaging Corporation of America
+0.04%
+$5,072.87 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$13,743.61 
DFTX Definium Therapeutics, Inc.
+0.04%
+$200.5 
KFY Korn Ferry
+0.04%
+$317.66 
OWL Blue Owl Capital Inc.
+0.04%
+$2,702.68 
WMS Advanced Drainage Systems, Inc.
+0.04%
+$216.88 
PTY PIMCO Corporate & Income Opportunity Fund
+0.04%
+$216.19 
CLSK CleanSpark, Inc.
+0.04%
+$443.51 
MOH Molina Healthcare Inc.
+0.04%
+$282 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$404.75 
FIDU Fidelity MSCI Industrials Index ETF
+0.04%
+$114.08 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$164.08 
COO The Cooper Companies, Inc.
+0.04%
+$727.26 
JQUA JPMorgan U.S. Quality Factor ETF
+0.04%
+$989.13 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$1,716.9 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.04%
+$1,750.78 
CPA Copa Holdings S.A.
+0.04%
+$479.38 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$83.22 
TEM Tempus AI, Inc.
+0.04%
+$1,406.93 
TDC Teradata Corporation
+0.04%
+$70.59 
CGMU Capital Group Municipal Income ETF
+0.04%
+$219.69 
EQWL Invesco S&P 100 Equal Weight ETF
+0.04%
+$89.92 
ILCV iShares Morningstar Value ETF
+0.04%
+$88.8 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$330.7 
AMKR Amkor Technology Inc.
+0.04%
+$87.28 
BCS Barclays PLC Sponsored ADR
+0.04%
+$1,400.4 
PBH Prestige Consumer Healthcare Inc.
+0.04%
+$109.82 
RKLB Rocket Lab Corporation
+0.04%
+$224.67 
TMDX TransMedics Group Inc.
+0.04%
+$476.16 
XLF Financial Select Sector SPDR Fund
+0.04%
+$786.98 
MPLX MPLX LP
+0.03%
+$209.34 
DFIV Dimensional International Value ETF
+0.03%
+$426.88 
FBND Fidelity Total Bond ETF
+0.03%
+$3,791.12 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$345.88 
DCGO DocGo Inc.
+0.03%
+$16.9 
MIR Mirion Technologies, Inc.
+0.03%
+$393.9 
HMC Honda Motor Co., Ltd.
+0.03%
+$69.38 
MOD Modine Manufacturing Company
+0.03%
+$55.55 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.03%
+$154.89 
SUSA iShares MSCI USA ESG Select ETF
+0.03%
+$109.92 
VDE Vanguard Energy ETF
+0.03%
+$92.4 
AMAT Applied Materials, Inc.
+0.03%
+$2,235.24 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$63.05 
DCO Ducommun Inc.
+0.03%
+$569.93 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.03%
+$73.66 
BMI Badger Meter Inc.
+0.03%
+$398.86 
TPL Texas Pacific Land Corporation
+0.03%
+$252.43 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.03%
+$315.15 
FCOM Fidelity MSCI Communication Services Index ETF
+0.03%
+$134.96 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.03%
+$864.31 
CR Crane NXT Co.
+0.03%
+$293.94 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.03%
+$379.04 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$1,096.71 
AXP American Express Company
+0.03%
+$2,033.64 
ROL Rollins, Inc.
+0.03%
+$115.64 
RRC Range Resources Corporation
+0.03%
+$496.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$512.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.03%
+$175.11 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$2,609.88 
AMD Advanced Micro Devices, Inc.
+0.03%
+$13,751.29 
ET Energy Transfer L.P.
+0.03%
+$498.94 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$4,409.6 
XMHQ Invesco S&P MidCap Quality ETF
+0.03%
+$603.45 
ADSK Autodesk, Inc.
+0.02%
+$61.8 
GMED Globus Medical Inc.
+0.02%
+$59.52 
IREN IREN Limited
+0.02%
+$53.82 
NSC Norfolk Southern Corporation
+0.02%
+$223.07 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.02%
+$177.33 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$561.77 
IONQ IonQ, Inc.
+0.02%
+$208.41 
INTF iShares International Equity Factor ETF
+0.02%
+$655.73 
AEM Agnico Eagle Mines Limited
+0.02%
+$346.67 
ATI ATI Inc.
+0.02%
+$100.7 
LNC Lincoln National Corporation
+0.02%
+$258.36 
VOOV Vanguard S&P 500 Value ETF
+0.02%
+$250.2 
AMCR Amcor plc
+0.02%
+$1,186.29 
CG The Carlyle Group Inc.
+0.02%
+$62.16 
EXPE Expedia Group, Inc.
+0.02%
+$94.33 
MAR Marriott International Inc. - Class A
+0.02%
+$260.07 
T AT&T Inc.
+0.02%
+$801.49 
WELL Welltower Inc.
+0.02%
+$78.55 
BSX Boston Scientific Corporation
+0.02%
+$151.46 
MSTR Strategy Inc.
+0.02%
+$81.89 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.02%
+$51.04 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$2,175.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$76.79 
E Eni S.p.A. Sponsored ADR
+0.02%
+$370.66 
EQT EQT Corporation
+0.02%
+$201.22 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$342.48 
PGR Progressive Corporation
+0.02%
+$407.68 
UBS UBS Group AG
+0.02%
+$115.59 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$1,541.98 
SMH VanEck Semiconductor ETF
+0.02%
+$1,277.6 
CELH Celsius Holdings Inc.
+0.02%
+$291.31 
IGM iShares Expanded Tech Sector ETF
+0.02%
+$400.05 
CSGP CoStar Group, Inc.
+0.02%
+$127.85 
POOL Pool Corporation
+0.02%
+$188.98 
NLR VanEck Uranium and Nuclear ETF
+0.02%
+$102.28 
SLV iShares Silver Trust
+0.02%
+$235.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$7,499.36 
AEP American Electric Power Company, Inc.
+0.02%
+$214.24 
BJ BJ's Wholesale Club Holdings, Inc.
+0.02%
+$462.6 
HUBB Hubbell Inc.
+0.02%
+$993.41 
MKL Markel Group Inc.
+0.02%
+$204.25 
RBC RBC Bearings Incorporated
+0.02%
+$166.38 
GWRE GUIDEWIRE SOFTWARE INC
+0.01%
+$94.31 
HEI.A Heico Corporation
+0.01%
+$110.07 
VIS Vanguard Industrials ETF
+0.01%
+$41.91 
CMS CMS Energy Corporation
+0.01%
+$42.16 
KNX Knight-Swift Transportation Holdings Inc.
+0.01%
+$91.32 
FXI iShares China Large-Cap ETF
+0.01%
+$32.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$5,063.14 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$185.17 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$682.49 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$227.13 
DUK Duke Energy Corporation
+0.01%
+$214.57 
GPN Global Payments Inc.
+0.01%
+$61.43 
ZS Zscaler Inc.
+0.01%
+$55.69 
DUHP Dimensional US High Profitability ETF
+0.01%
+$93.75 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$134.47 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$6,346.99 
IWD iShares Russell 1000 Value ETF
+0.01%
+$223.62 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$216.16 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$50.49 
VXF Vanguard Extended Market ETF
+0.01%
+$51.21 
CP Canadian Pacific Kansas City Limited
+0.01%
+$33.21 
SO The Southern Company
+0.01%
+$142.19 
COPX Global X Copper Miners ETF
+0.01%
+$27.89 
VGK Vanguard FTSE Europe ETF
+0.01%
+$51.44 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$44.1 
P Everpure Inc.
+0.01%
+$38.08 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$58.59 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$56.47 
ZM Zoom Video Communications, Inc.
+0.01%
+$90.27 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$31.06 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$55.34 
VNQ Vanguard Real Estate ETF
+0.01%
+$306 
KRYS Krystal Biotech Inc.
+0.01%
+$41.19 
OXY Occidental Petroleum Corporation
+0.01%
+$112.31 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$577.33 
TIP iShares TIPS Bond ETF
+0.01%
+$65.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$225.54 
KNSL Kinsale Capital Group Inc.
+0.01%
+$36.9 
NXPI NXP Semiconductors N.V.
+0.01%
+$65.29 
SU Suncor Energy Inc.
+0.01%
+$83.29 
FDVV Fidelity High Dividend ETF
+0.01%
+$114.27 
ILCG iShares Morningstar Growth ETF
+0.01%
+$40.37 
IVV iShares Core S&P 500 ETF
+0.01%
+$7,701.54 
ADP Automatic Data Processing Inc.
+0.01%
+$727.9 
AMGN Amgen Inc.
+0.01%
+$669.06 
APD Air Products and Chemicals, Inc.
+0.01%
+$559.24 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$1,062.87 
FAF First American Financial Corporation
+0.01%
+$20.81 
TRV The Travelers Companies, Inc.
+0.01%
+$196.42 
VST Vistra Corp
+0.01%
+$286.85 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$571.39 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.01%
+$44.57 
VTV Vanguard Value ETF
+0.01%
+$462.7 
COR Cencora, Inc.
+0.01%
+$175.56 
KEYS Keysight Technologies, Inc.
+0.01%
+$29.57 
NVS Novartis AG Sponsored ADR
+0.01%
+$200.54 
QCOM QUALCOMM Incorporated
+0.01%
+$749.72 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$40.73 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$77.17 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$2,746.24 
LRGF iShares U.S. Equity Factor ETF
+0.01%
+$262 
CAT Caterpillar Inc.
+0.01%
+$245.92 
NDAQ Nasdaq, Inc.
+0.01%
+$48.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$783.05 
GQRE FlexShares Global Quality Real Estate Index Fund
+0.01%
+$27.48 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$48.11 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$25.11 
MUB iShares National Muni Bond ETF
+0.01%
+$518.83 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$465.21 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$347.83 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$32.89 
AME Ametek Inc.
0%
+$34.11 
SJM The J.M. Smucker Company
0%
+$43.04 
IVE ISHARES S&P 500 VALUE ETF
0%
+$840.56 
APP AppLovin Corporation Class A Common Stock
0%
+$165.73 
EVR Evercore Inc.
0%
+$20.27 
GRMN Garmin Ltd.
0%
+$22.37 
MCD McDonald's Corporation
0%
+$168.09 
SNPS Synopsys, Inc.
0%
+$36.51 
BLK BlackRock, Inc.
0%
+$21.55 
CSMD Congress SMid Growth ETF
0%
+$4.76 
HEQT Simplify Hedged Equity ETF
0%
+$4.55 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
0%
+$10.23 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
+$8.09 
VTHR Vanguard Russell 3000 ETF
0%
+$5.52 
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
+$1.72 
RMOP Rockefeller Opportunistic Municipal Bond ETF
0%
+$1.99 
BIDD iShares International Dividend Active ETF
0%
+$4.65 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
0%
+$16.27 
A Agilent Technologies Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ALLE Allegion plc
0%
$0 
ARCT Arcturus Therapeutics Holdings Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATRC AtriCure, Inc.
0%
$0 
BCSF Bain Capital Specialty Finance Inc.
0%
$0 
BGC BGC Group, Inc.
0%
$0 
BN Brookfield Corporation
0%
$0 
BUFF Innovator Laddered Allocation Fund
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
CB Chubb Limited
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CION Cion Investment Corporation
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
COP ConocoPhillips
0%
$0 
CPRT Copart Inc.
0%
$0 
CURI Curiositystream Inc.
0%
$0 
CVLT Commvault Systems Inc.
0%
$0 
DBVT Dbv Technologies S.A. Sponsored ADR
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DOMO Domo Inc. Class B Common Stock
0%
$0 
DTE DTE Energy Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
EVLV Evolv Technologies Holdings, Inc.
0%
$0 
EXEL Exelixis Inc.
0%
$0 
EXLS ExlService Holdings Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GFI Gold Fields Ltd. Sponsored ADR
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HQY HealthEquity Inc.
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HWKN Hawkins Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBRX ImmunityBio, Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
INVE Identiv Inc.
0%
$0 
IPWR Ideal Power Inc.
0%
$0 
IRT Independence Realty Trust Inc.
0%
$0 
IVT InvenTrust Properties Corp.
0%
$0 
IZEA IZEA Worldwide, Inc.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
$0 
LGND Ligand Pharmaceuticals Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
NCNO nCino, Inc.
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NMM Navios Maritime Partners L.P. Partnership Units
0%
$0 
NWG NatWest Group plc Sponsored ADR
0%
$0 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
OLLI Ollie's Bargain Outlet Holdings Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OPBK OP Bancorp
0%
$0 
OPK Opko Health Inc.
0%
$0 
OUT OUTFRONT Media Inc.
0%
$0 
PCB PCB Bancorp
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
$0 
PLXS Plexus Corp.
0%
$0 
RGEN Repligen Corporation
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
SAIA Saia, Inc.
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SFL SFL Corporation Ltd.
0%
$0 
SHEL Shell plc
0%
$0 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
0%
$0 
SNES SenesTech Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SRE Sempra
0%
$0 
SSL Sasol Ltd Sponsored ADR
0%
$0 
STGW Stagwell Inc.
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TCNNF Trulieve Cannabis Corp.
0%
$0 
TIGR UP Fintech Holding Ltd
0%
$0 
TPCS TechPrecision Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UFPT UFP Technologies Inc.
0%
$0 
UMBF UMB Financial Corporation
0%
$0 
VTSI VirTra, Inc.
0%
$0 
WTFC Wintrust Financial Corporation
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
APIE ActivePassive International Equity ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AVMA Avantis Moderate Allocation ETF
0%
$0 
APUE ActivePassive U.S. Equity ETF
0%
$0 
ARB AltShares Merger Arbitrage ETF
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BOCT Innovator U.S. Equity Buffer ETF BOCT
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSTP Innovator Buffer Step-Up Strategy ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
CGIE Capital Group International Equity ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFEB FT Vest U.S. Equity Deep Buffer ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DJUN FT VEST US Equity Deep Buffer Fund
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMC Global X Emerging Markets Great Consumer ETF
0%
+$1.06 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FLHY Franklin High Yield Corporate Bond Fund
0%
$0 
FLJP Franklin FTSE Japan ETF
0%
$0 
FVAL Fidelity Value Factor ETF
0%
+$0.83 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
FXY Invesco CurrencyShares Japanese Yen Trust
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GGLL Direxion Daily GOOGL Bull 2x Shares
0%
$0 
GFEB FT VEST US Equity Moderate Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGRO iShares International Dividend Growth ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
0%
$0 
IQM Franklin Intelligent Machines Fund
0%
$0 
IMCV iShares Morningstar Mid-Cap ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense 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 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
+$1.29 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MNA NYLI Merger Arbitrage ETF
0%
-$0.67 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MRSK Toews Agility Shares Managed Risk ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
ONEY SPDR Russell 1000 Yield Focus ETF
0%
+$0.17 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
NVDL Graniteshares 2x Long Nvidia Daily ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PDEC Innovator U.S. Equity Power Buffer ETF - December
0%
+$1.81 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
-$7.38 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PFFV Global X Variable Rate Preferred ETF
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
QEFA SPDR MSCI EAFE StrategicFactors ETF
0%
$0 
QAI NYLI Hedge Multi-Strategy Tracker ETF
0%
$0 
QLTA iShares AAA - A Rated Corporate Bond ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RLY SPDR SSGA Multi-Asset Real Return ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SECT Main Sector Rotation ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SDOG ALPS Sector Dividend Dogs ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SHYL Xtrackers Short Duration High Yield Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
0%
$0 
TPYP Tortoise North American Pipeline Fund
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
UDEC Innovator U.S. Equity Ultra Fund
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
+$1.16 
UYG ProShares Ultra Financials
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XDEC FT Vest US Equity Enhance & Opportunities Fund
0%
+$3.1 
XJUN FT Vest U.S. Equity Enhanced Fund
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
XMAR FT Vest US Equity Enhanced Fund
0%
$0 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
0%
$0 
ZALT Innovator U.S. Equity 10% Buffer ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
ABVX Abivax SA ADR
0%
$0 
DGCB Dimensional Global Credit Fund
0%
$0 
BUFZ FT Vest Laddered Moderate Buffer Fund
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
AXIL Axil Brands Inc.
0%
$0 
HFRO Highland Opportunities and Income Fund
0%
$0 
BRHY iShares High Yield Active ETF
0%
+$51 
IWMI Neos Russell 2000 High Income ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
CGIB Capital Group International Bond USD Hedged Fund
0%
$0 
CGGE Capital Group Global Equity ETF
0%
$0 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
0%
+$0.97 
MAXJ iShares Large Cap Max Buffer ETF - June
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SMAX iShares Large Cap Municipal Bond ETF
0%
$0 
MUU Dx Daily Muni Bond Bull 2x Shares
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
QTOP iShares Nasdaq Top 30 Stocks ETF
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
0%
$0 
VCRM Vanguard Core Tax-Exempt Bond Fund
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
TTAN ServiceTitan, Inc.
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
$0 
SFD Smithfield Foods, Inc.
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
WTPI WisdomTree Equity Premium Income Fund
0%
$0 
ELFY ALPS Electrification Infrastructure ETF
0%
$0 
HFSI Hartford Strategic Income ETF
0%
$0 
IAUI Neos Gold High Income ETF
0%
$0 
OTF Blue Owl Technology Finance Corp.
0%
$0 
CAIE Calamos Autocallable Income ETF
0%
$0 
AIPO Defiance AI & Power Infrastructure ETF
0%
$0 
BILT iShares Infrastructure Active ETF
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
SECU iShares Securitized Income Active ETF
0%
+$11.08 HIMU
HIMU
0%
$0 FSSL
FSSL
0%
$0 
MRVU Direxion Daily MRVL Bull 2X ETF
0%
$0 LAC
LAC
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BAC-PL Bank of America Corporation
0%
$0 
AOD Abrdn Total Dynamic Dividend Fund
0%
$0 KHPI
KHPI
0%
$0 H591
H5919C104
0%
$0 
CAGE Calamos Autocallable Growth ETF
0%
$0 ORCL
ORCLPRD
0%
$0 G200
G2004J103
0%
$0 
CBRS Cerebras Systems Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 RACK
RACK
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
-11.16%
-$165,206.96 
TLNE TALEN ENERGY CORP NEW
-9.14%
-$1.32M 
OKLO Oklo Inc.
-8.12%
-$21,548.19 
FOTO Tuttle Capital Pure Play Photonics ETF
-7.23%
-$33,182.38 
FND Floor & Decor Holdings, Inc.
-5.62%
-$137,065.28 
ARM Arm Holdings plc American Depositary Receipt
-5.21%
-$768,502.28 
GLW Corning Incorporated
-4.78%
-$209,499.58 
UAL United Airlines Holdings, Inc.
-4.48%
-$25,264.8 
HLI Houlihan Lokey Inc.
-4.35%
-$10,008.24 
TNL Travel + Leisure Co.
-4.3%
-$30,713.1 
BE Bloom Energy Corporation
-3.97%
-$103,048.01 
BTI British American Tobacco p.l.c. ADR
-3.84%
-$94,848 
DHI D.R. Horton, Inc.
-2.93%
-$32,022.91 
NVDA NVIDIA Corporation
-2.86%
-$7.89M 
KLAC KLA Corporation
-2.71%
-$265,261.89 
PCG PG&E Corporation
-2.4%
-$23,916.9 
AHR American Healthcare REIT, Inc.
-2.24%
-$48,704.5 
AFL Aflac Inc.
-2.14%
-$19,405.56 
VEON Veon Ltd.
-2.1%
-$38,377.14 
OC Owens Corning
-2.1%
-$11,470.83 
ETH Ethan Allen Interiors Inc
-2.08%
-$4,666.78 
GNS Genius Group Ltd.
-1.98%
-$66.74 
PM Philip Morris International Inc.
-1.88%
-$272,630.95 
CRS Carpenter Technology Corporation
-1.87%
-$86,774.76 
ODFL Old Dominion Freight Line, Inc.
-1.76%
-$10,534.65 
MDLZ Mondelez International, Inc.
-1.73%
-$19,701.36 
ANGX Angel Studios, Inc.
-1.63%
-$49,049.84 
BEP Brookfield Renewable Partners L.P.
-1.63%
-$14,345.64 
AAPL Apple Inc.
-1.62%
-$2.28M 
LRCX Lam Research Corporation
-1.59%
-$480,467.77 
GPK Graphic Packaging Holding Company
-1.57%
-$5,768.97 
SUI Sun Communities Inc.
-1.55%
-$4,033.59 
ADI Analog Devices, Inc.
-1.54%
-$39,206.58 
BITB Bitwise Bitcoin ETF
-1.5%
-$10,005.87 
STX Seagate Technology Holdings plc
-1.45%
-$21,209.56 
ORLY O'Reilly Automotive Inc.
-1.39%
-$32,418.1 
FLEX Flex Ltd.
-1.36%
-$3,679.5 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
-1.35%
-$23,346.4 
ORI Old Republic International Corp.
-1.3%
-$2,639.84 
FBRT Franklin BSP Realty Trust Inc.
-1.26%
-$2,201.1 
SNA Snap-on Inc.
-1.26%
-$3,406.01 
FIX Comfort Systems USA, Inc.
-1.16%
-$88,458.7 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-1.11%
-$55,521.25 
SPG Simon Property Group, Inc.
-1.06%
-$12,366.4 
WSO Watsco Inc.
-1.03%
-$5,946.08 
VGT Vanguard Information Technology ETF
-0.99%
-$128,539.2 
FTEC Fidelity MSCI Information Technology Index ETF
-0.98%
-$16,544.25 
TFC Truist Financial Corporation
-0.94%
-$2,740.57 
PEP PepsiCo, Inc.
-0.93%
-$82,564.13 
SBUX Starbucks Corporation
-0.88%
-$20,334.45 
AEG Aegon N.V.
-0.84%
-$2,160.48 
THC Tenet Healthcare Corporation
-0.84%
-$22,072.6 
BKNG Booking Holdings Inc.
-0.72%
-$8,081.92 
BA Boeing Company
-0.69%
-$20,242.97 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$19,923.54 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$6,091.05 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$130,607.26 
UGI UGI Corporation
-0.56%
-$1,869.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.55%
-$75,098.74 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$33,081 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$2,718.73 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.54%
-$1,555.51 
EDGI 3EDGE Dynamic International Equity ETF
-0.52%
-$5,819.78 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.51%
-$2,666.73 
EFA iShares MSCI EAFE ETF
-0.5%
-$3,095.82 
AVDE Avantis International Equity ETF
-0.45%
-$14,545.44 
IEF iShares 7-10 Year Treasury Bond ETF
-0.44%
-$30,172.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$20,545.46 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$22,641.6 
AVIG Avantis Core Fixed Income ETF
-0.42%
-$8,025.36 
IBM International Business Machines Corporation
-0.41%
-$51,216 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.41%
-$8,260.38 
D Dominion Energy, Inc.
-0.36%
-$5,123.04 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$42,319.74 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.33%
-$2,324.53 
VMI Valmont Industries, Inc.
-0.28%
-$9,548.07 
MSIF MSC Income Fund Inc.
-0.28%
-$3,715.57 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.27%
-$6,094.2 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.26%
-$1,854.2 
ARGT GLOBAL X MSCI ARGENTINA ETF
-0.26%
-$948.72 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$39,379.2 
RUN Sunrun Inc.
-0.24%
-$20,676.92 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.24%
-$375 
IOO iShares Global 100 ETF
-0.24%
-$936.6 
MSOS AdvisorShares Pure US Cannabis ETF
-0.23%
-$348.4 
KO The Coca-Cola Company
-0.21%
-$29,628.49 
VT Vanguard Total World Stock ETF
-0.2%
-$159,870.81 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$11,114.62 
SPWR SunPower Inc.
-0.19%
-$17.37 
DNP DNP Select Income Fund Inc.
-0.18%
-$233.58 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.17%
-$6,283.89 
NOVT Novanta Inc.
-0.17%
-$4,869.83 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.16%
-$304.26 
LYG Lloyds Banking Group Plc ADR
-0.16%
-$210.49 
PLTU Direxion Daily PLTR Bull 2X Shares
-0.16%
-$780.7 
AVDV Avantis International Small Cap Value ETF
-0.15%
-$4,573.85 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.15%
-$1,141.95 
RMBS Rambus Inc.
-0.15%
-$4,493.55 
MVIS Microvision Inc.
-0.15%
-$20.1 
WU Western Union Co.
-0.14%
-$137.45 
MANU Manchester United plc
-0.14%
-$526.8 
CYD China Yuchai International Ltd
-0.14%
-$5,012.35 
RY Royal Bank of Canada
-0.14%
-$1,194.81 
VNET VNET Group Inc. American Depositary Receipt
-0.14%
-$2,949.4 
AVSF Avantis Short-Term Fixed Income ETF
-0.13%
-$719.37 
PINK Simplify Health Care ETF
-0.12%
-$680.8 
BOOT Boot Barn Holdings, Inc.
-0.12%
-$2,679.07 
LMUB iShares Long-Term National Muni Bond ETF
-0.12%
-$5,231.22 
CAM AB California Intermediate Municipal ETF
-0.12%
-$360.51 
FCN Fti Consulting Inc.
-0.12%
-$1,115.58 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.12%
-$3,428.34 
ARGX argenx SE American Depositary Receipt
-0.11%
-$2,153.02 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.11%
-$3,858.74 
PJT PJT Partners Inc.
-0.11%
-$2,930.71 
POET POET Technologies Inc.
-0.11%
-$99.6 
GNL Global Net Lease, Inc.
-0.11%
-$516.67 
OPFI OppFi Inc.
-0.11%
-$499.67 
AJG Arthur J. Gallagher & Co.
-0.1%
-$306.25 
MEDP Medpace Holdings Inc.
-0.1%
-$2,959.25 
URI United Rentals, Inc.
-0.1%
-$1,986.94 
AVGE FRCL 3 2022Q3 Hb Float
-0.1%
-$1,030 
BRSP BrightSpire Capital Inc.
-0.1%
-$144.78 
RITM Rithm Capital Corp.
-0.1%
-$553.73 
QBTS D-Wave Quantum Inc.
-0.1%
-$371.54 
SMCI Super Micro Computer Inc
-0.1%
-$10,711.02 
FSMD Fidelity Small-Mid Multifactor ETF
-0.1%
-$743.65 
TDG TransDigm Group Inc.
-0.09%
-$732.46 
SHBI Shore Bancshares Inc.
-0.08%
-$418.2 
DXJ WisdomTree Japan Hedged Equity Fund
-0.08%
-$196.2 
FTAI FTAI Aviation Ltd.
-0.08%
-$1,849.08 
WFG West Fraser Timber Co. Ltd.
-0.08%
-$269.39 
NAZ Nuveen Arizona Quality Municipal Income Fund
-0.08%
-$288.77 
COOK Traeger Inc.
-0.08%
-$192.55 
MORN Morningstar, Inc.
-0.08%
-$201.96 
NLY Annaly Capital Management, Inc.
-0.08%
-$1,269.55 
UAA Under Armour Inc.
-0.08%
-$60.21 
FICO Fair Isaac Corporation
-0.08%
-$425.02 
HLF Herbalife Ltd.
-0.08%
-$1,044.59 
PAGP Plains GP Holdings, L.P.
-0.08%
-$389.3 
SE Sea Ltd.
-0.08%
-$756 
NAT Nordic American Tankers Ltd.
-0.08%
-$50.92 
TDY Teledyne Technologies Incorporated
-0.08%
-$1,581.43 
AZO AutoZone Inc.
-0.08%
-$193.6 
ARI Apollo Commercial Real Estate Finance Inc.
-0.07%
-$76.17 
AVTR Avantor Inc.
-0.07%
-$334.69 
LII Lennox International Inc.
-0.07%
-$147.83 
GAP Gap Inc.
-0.07%
-$251.55 
CW Curtiss-Wright Corporation
-0.07%
-$3,579 
NU Nu Holdings Ltd.
-0.07%
-$578.66 
AVAV AeroVironment Inc.
-0.07%
-$1,735.11 
DOC Healthpeak Properties, Inc.
-0.07%
-$1,197.69 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$474 
PK Park Hotels & Resorts Inc.
-0.07%
-$665.47 
XOM Exxon Mobil Corporation
-0.06%
-$10,110.85 
ABBV AbbVie Inc.
-0.06%
-$9,722.7 
KNTK Kinetik Holdings Inc.
-0.06%
-$1,015.38 
XCEM Columbia EM Core ex-China ETF
-0.06%
-$1,378.89 
EXR Extra Space Storage Inc.
-0.06%
-$1,773.16 
LH Labcorp Holdings Inc.
-0.06%
-$128.82 
SOLV Solventum Corporation
-0.06%
-$242.35 
BEPC Brookfield Renewable Corporation
-0.06%
-$839.7 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$187.95 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$213.25 
HTGC Hercules Capital Inc.
-0.06%
-$238.58 
BSY Bentley Systems, Incorporated Class B
-0.06%
-$412.06 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$298.87 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$118.75 
WSM Williams-Sonoma, Inc.
-0.06%
-$990.92 
AVGO Broadcom Inc.
-0.06%
-$51,318.5 
DGX Quest Diagnostics Inc.
-0.06%
-$513.02 
ORCL Oracle Corporation
-0.05%
-$13,332.03 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$4,680.57 
IBIT iShares Bitcoin Trust
-0.05%
-$944.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.05%
-$396.74 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$126.12 
BMNR Bitmine Immersion Technologies, Inc.
-0.05%
-$536.62 
LLY Eli Lilly and Company
-0.05%
-$10,510.99 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
-0.05%
-$386.92 
DEO Diageo plc Sponsored ADR
-0.05%
-$132.3 
LHX L3Harris Technologies, Inc.
-0.05%
-$766.9 
COF Capital One Financial Corporation
-0.05%
-$1,114.3 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$121.94 
COHR Coherent Corp.
-0.05%
-$293.17 
ECL Ecolab Inc.
-0.05%
-$297.52 
NBIX Neurocrine Biosciences Inc.
-0.05%
-$200.48 
MGC Vanguard Mega Cap ETF
-0.05%
-$449.37 
HCA HCA Healthcare Inc.
-0.05%
-$155.99 
META Meta Platforms Inc Class A
-0.05%
-$30,506.11 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$469.56 
SF Stifel Financial Corp.
-0.05%
-$121.18 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.05%
-$108.3 
SBSW Sibanye Stillwater Ltd - ADR
-0.05%
-$1,166.17 
VIK Viking Holdings Ltd
-0.05%
-$1,971.55 
OMF OneMain Holdings Inc.
-0.05%
-$220.8 
YUM Yum! Brands, Inc.
-0.05%
-$187.29 
RYT Invesco S&P 500 Equal Weight ETF
-0.05%
-$998.7 
VB Vanguard Small-Cap ETF
-0.05%
-$7,681.31 
TYL Tyler Technologies Inc.
-0.04%
-$296.82 
SHYM iShares High Yield Bond ETF
-0.04%
-$534.49 
MLI Mueller Industries Inc.
-0.04%
-$202.26 
MSCI MSCI Inc.
-0.04%
-$497.25 
STZ Constellation Brands, Inc.
-0.04%
-$344.4 
FTI TechnipFMC plc
-0.04%
-$387.45 
HST Host Hotels & Resorts Inc.
-0.04%
-$579.04 
LUV Southwest Airlines Co.
-0.04%
-$353.92 
PLD Prologis Inc.
-0.04%
-$450.04 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$93.78 
CI The Cigna Group
-0.04%
-$627.55 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$310.96 
INMU iShares Intermediate Muni Income Active ETF
-0.04%
-$592.41 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$589.15 
WCC Wesco International Inc.
-0.04%
-$95.99 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$1,145.53 
BXSL Blackstone Secured Lending Fund
-0.04%
-$683.94 
AER AerCap Holdings N.V.
-0.04%
-$804.3 
AVY Avery Dennison Corporation
-0.04%
-$574.06 
CBRE CBRE Group Inc.
-0.04%
-$235.94 
GS The Goldman Sachs Group, Inc.
-0.04%
-$2,887.42 
KEP Korea Electric Power Corporation Sponsored ADR
-0.04%
-$783.3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$424.25 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$746.27 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.04%
-$288.03 
CGHY Capital Group High Yield Bond ETF
-0.04%
-$156.31 
VEEV Veeva Systems Inc.
-0.04%
-$1,279.44 
WY Weyerhaeuser Company
-0.04%
-$121.89 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.04%
-$177.6 
JKHY Jack Henry & Associates, Inc.
-0.04%
-$399.12 
MELI MercadoLibre, Inc.
-0.04%
-$364.29 
TKR Timken Co.
-0.04%
-$224.3 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$720.3 
MO Altria Group, Inc.
-0.04%
-$2,309.4 
PFE Pfizer Inc.
-0.04%
-$1,174.66 
CMI Cummins Inc.
-0.04%
-$3,495.71 
MA Mastercard Incorporated
-0.04%
-$5,471.07 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.04%
-$295.91 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$1,533.97 
AIZ Assurant Inc.
-0.04%
-$138.67 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.04%
-$1,862.36 
FSV FirstService Corporation
-0.04%
-$136.55 
PCOR Procore Technologies Inc.
-0.04%
-$228.18 
XLE Energy Select Sector SPDR Fund
-0.04%
-$688.9 
AES AES Corporation
-0.03%
-$56.09 
CTAS Cintas Corporation
-0.03%
-$998.8 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$78.38 
ITW Illinois Tool Works Inc.
-0.03%
-$166.6 
TJX The TJX Companies, Inc.
-0.03%
-$1,593.25 
WST West Pharmaceutical Services, Inc.
-0.03%
-$106.92 
UMI USCF Midstream Energy Income Fund
-0.03%
-$90.16 
COLD Americold Realty Trust
-0.03%
-$313.56 
RPV Invesco S&P 500 Pure Value ETF
-0.03%
-$76 
DOCN DigitalOcean Holdings Inc.
-0.03%
-$367.8 
EHC Encompass Health Corporation
-0.03%
-$221.08 
HAS Hasbro Inc.
-0.03%
-$84.06 
KMI Kinder Morgan, Inc.
-0.03%
-$459.7 
TEL TE Connectivity plc
-0.03%
-$169.49 
EPAM Epam Systems Inc.
-0.03%
-$213.21 
GWW W.W. Grainger, Inc.
-0.03%
-$108.04 
HII Huntington Ingalls Industries Inc.
-0.03%
-$71.91 
MCO Moody's Corporation
-0.03%
-$186.74 
PEN Penumbra Inc.
-0.03%
-$248 
IWB iShares Russell 1000 ETF
-0.03%
-$539.24 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.03%
-$69.45 
KMT Kennametal Inc.
-0.03%
-$87.13 
PSA Public Storage Common Stock
-0.03%
-$637.1 
AOA iShares Core Aggressive Allocation ETF
-0.03%
-$340.11 
EWY iShares MSCI South Korea ETF
-0.03%
-$941.81 
HACK Amplify Cybersecurity ETF
-0.03%
-$174.69 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$100.63 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$65,378.96 
ARES Ares Management Corporation
-0.03%
-$84.42 
BWXT Bwx Technologies Inc.
-0.03%
-$274.04 
RCI Rogers Communications Inc.
-0.03%
-$74.78 
MLN VanEck Long Muni ETF
-0.03%
-$100.81 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$1,993.65 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$129.33 
CFG Citizens Financial Group, Inc.
-0.03%
-$62.7 
FDX FedEx Corporation
-0.03%
-$353.34 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$110.32 
MS Morgan Stanley
-0.03%
-$1,052.28 
MSI Motorola Solutions, Inc.
-0.03%
-$739.59 
V Visa Inc. Class A
-0.03%
-$6,029.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$2,271 
RBRK Rubrik, Inc.
-0.03%
-$2,027.74 
NFLX Netflix, Inc.
-0.03%
-$3,550.96 
OTIS Otis Worldwide Corporation
-0.03%
-$324.88 
PTC PTC Inc.
-0.03%
-$95.74 
XEL Xcel Energy Inc.
-0.03%
-$77.99 
CGBL Capital Group Core Balanced ETF
-0.03%
-$266.12 
JHMM John Hancock Multifactor Mid Cap ETF
-0.03%
-$152.82 
JPC Nuveen Preferred & Income Opportunities Fund
-0.03%
-$199.18 
AON Aon plc
-0.03%
-$327.96 
NRG NRG Energy, Inc.
-0.03%
-$357.23 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$95.77 
CGGO Capital Group Global Growth Equity ETF
-0.03%
-$253.21 
ARCC Ares Capital Corporation
-0.03%
-$198.57 
XYZ Block, Inc.
-0.03%
-$66.2 
BP BP p.l.c. Sponsored ADR
-0.02%
-$126.57 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$576.11 
BKLN Invesco Senior Loan ETF
-0.02%
-$4,366.39 
VPU Vanguard Utilities ETF
-0.02%
-$88.25 
ADBE Adobe Inc.
-0.02%
-$573.78 
DINO HF Sinclair Corporation
-0.02%
-$64.05 
GILD Gilead Sciences Inc.
-0.02%
-$417.85 
GOOG Alphabet Inc
-0.02%
-$15,499.82 
MC Moelis & Company
-0.02%
-$216.93 
RSG Republic Services, Inc.
-0.02%
-$85.22 
USB U.S. Bancorp
-0.02%
-$241.34 
AVUS Avantis U.S. Equity ETF
-0.02%
-$262.56 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$4,782.93 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$141.65 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$943.18 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$259.66 
ALL Allstate Corporation
-0.02%
-$567 
CIEN Ciena Corporation
-0.02%
-$718.72 
DAL Delta Air Lines, Inc.
-0.02%
-$101.84 
EOG EOG Resources, Inc.
-0.02%
-$195.6 
INTU Intuit Inc.
-0.02%
-$1,774.75 
PANW Palo Alto Networks, Inc.
-0.02%
-$12,617.46 
PWR Quanta Services Inc.
-0.02%
-$160.47 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$255.32 
VRT Vertiv Holdings Co
-0.02%
-$1,611.63 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$4,309.08 
JPIE JPMorgan Income ETF
-0.02%
-$69.85 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$456.01 
VDC VANGUARD CONSUMER STAPLES ETF
-0.02%
-$113.3 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$163.12 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.02%
-$72.36 
CDNS Cadence Design Systems, Inc.
-0.02%
-$565.79 
CVS CVS Health Corporation
-0.02%
-$674.12 
DECK Deckers Outdoor Corporation
-0.02%
-$205.66 
GXO GXO Logistics Inc.
-0.02%
-$58.93 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.02%
-$368.19 
VZ Verizon Communications Inc.
-0.02%
-$4,099.1 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$5,473.43 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.02%
-$209.59 
EWJ iShares MSCI Japan ETF
-0.02%
-$54.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$163.93 
VRP Invesco Variable Rate Preferred ETF
-0.02%
-$161.99 
CSX CSX Corporation
-0.02%
-$481.81 
ELF Elf Beauty Inc.
-0.02%
-$707.2 
LIN Linde plc
-0.02%
-$565.36 
MSFT Microsoft Corp.
-0.02%
-$18,243.15 
ROST Ross Stores, Inc.
-0.02%
-$722.49 
SLB Schlumberger Limited
-0.02%
-$440.34 
STRL Sterling Infrastructure, Inc.
-0.02%
-$1,197.99 
TRI Thomson Reuters Corp.
-0.02%
-$43.04 
UNP Union Pacific Corporation
-0.02%
-$2,529.72 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$69.86 
FLMI Franklin Dynamic Municipal Bond ETF
-0.02%
-$184.05 
IWM iShares Russell 2000 ETF
-0.02%
-$3,335.82 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.02%
-$135.46 
GEV GE Vernova Inc.
-0.02%
-$1,765.09 
EMR Emerson Electric Co.
-0.02%
-$1,526.88 
FAST Fastenal Co.
-0.02%
-$59.26 
KKR KKR & Co. Inc.
-0.02%
-$55.54 
SAP SAP SE Sponsored ADR
-0.02%
-$407.16 
UPS United Parcel Service, Inc.
-0.02%
-$332.32 
WEC WEC Energy Group Inc.
-0.02%
-$99.56 
BINC iShares Flexible Income Active ETF
-0.02%
-$1,464.45 
CGDV Capital Group Dividend Value ETF
-0.02%
-$2,128.47 
DFAR Dimensional US Real Estate ETF
-0.02%
-$947.3 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$174.66 
EBAY eBay Inc.
-0.02%
-$61.7 
VIRT Virtu Financial, Inc.
-0.02%
-$441.25 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$247.97 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$383.8 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$1,377.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$791.13 
MGV Vanguard Mega Cap Value ETF
-0.02%
-$1,067.73 
PRF Invesco FTSE RAFI US 1000 ETF
-0.02%
-$68.78 
PVAL Putnam Focused Large Cap Value ETF
-0.02%
-$1,907.19 
REET iShares Global REIT ETF
-0.02%
-$77.53 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.02%
-$121.94 
PG Procter & Gamble Co
-0.02%
-$681.48 
PYPL PayPal Holdings Inc
-0.02%
-$89.73 
TMUS T-Mobile US, Inc.
-0.02%
-$638.07 
VLO Valero Energy Corporation
-0.02%
-$192.01 
WFC Wells Fargo & Company
-0.02%
-$875.87 
DFGR Dimensional Global Real Estate ETF
-0.02%
-$160.91 
RPG Invesco S&P 500 Pure Growth ETF
-0.02%
-$123.54 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$279.15 
BGCG Baillie Gifford International Concentrated Growth ETF
-0.02%
-$209.7 
BAC Bank of America Corporation
-0.02%
-$2,995.72 
BALL Ball Corp.
-0.02%
-$66.07 
EPR EPR Properties
-0.02%
-$235.24 
EQIX Equinix, Inc.
-0.02%
-$79.07 
HOOD Robinhood Markets, Inc.
-0.02%
-$475.56 
SMG Scotts Miracle-Gro Co.
-0.02%
-$50.06 
WDC Western Digital Corporation
-0.02%
-$453.82 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$269.77 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$783.9 
VOX Vanguard Communication Services ETF
-0.02%
-$121.07 
AEIS Advanced Energy Industries Inc.
-0.01%
-$41.99 
AMZN Amazon.com Inc
-0.01%
-$13,747.28 
AWK American Water Works Company, Inc.
-0.01%
-$63.19 
BX Blackstone Inc.
-0.01%
-$1,273.78 
CDW CDW Corporation
-0.01%
-$208.04 
CNC Centene Corporation
-0.01%
-$128.96 
EIX Edison International
-0.01%
-$43.96 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$145.32 
TRNO Terreno Realty Corporation
-0.01%
-$230.59 
USRT iShares Core U.S. REIT ETF
-0.01%
-$103.04 
VOO Vanguard S&P 500 ETF
-0.01%
-$14,548.61 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$9,877.8 
DIS The Walt Disney Company
-0.01%
-$1,562.74 
MRVL Marvell Technology, Inc.
-0.01%
-$4,657.65 
SHW The Sherwin-Williams Company
-0.01%
-$112.85 
WAB Wabtec Corporation
-0.01%
-$90.54 
WPC W. P. Carey Inc.
-0.01%
-$216.78 
WRB W.R. Berkley Corporation
-0.01%
-$219.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$4,008.36 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$1,740.77 
SHLD Global X Defense Tech ETF
-0.01%
-$48.57 
AIG American International Group Inc.
-0.01%
-$100.57 
CTVA Corteva Inc.
-0.01%
-$35.85 
LOW Lowe's Companies Inc.
-0.01%
-$400.8 
LTC LTC Properties Inc.
-0.01%
-$193.78 
PEG Public Service Enterprise Group Incorporated
-0.01%
-$27.54 
UBER Uber Technologies, Inc.
-0.01%
-$1,799.58 
CGDG Capital Group Dividend Growers ETF
-0.01%
-$101.98 
OEF iShares S&P 100 ETF
-0.01%
-$251.49 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$178.19 
TQQQ ProShares UltraPro QQQ
-0.01%
-$59.69 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$337.54 
AMT American Tower Corporation
-0.01%
-$193.04 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$58.45 
NGG National Grid plc Sponsored ADR
-0.01%
-$43.29 
IAU iShares Gold Trust
-0.01%
-$1,244.8 
IYW iShares U.S. Technology ETF
-0.01%
-$305.63 
SRLN SPDR Blackstone Senior Loan ETF
-0.01%
-$6,800.89 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$195.29 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$573.48 
BDX Becton, Dickinson and Company
-0.01%
-$69.44 
C Citigroup Inc.
-0.01%
-$542.96 
CL Colgate-Palmolive Company
-0.01%
-$119.65 
CME CME Group Inc.
-0.01%
-$1,221.78 
TER Teradyne, Inc.
-0.01%
-$420.02 
THRO iShares U.S. Thematic Rotation Active ETF
-0.01%
-$794.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
-0.01%
-$1,232.36 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$437.07 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$168.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$56.21 
VUG Vanguard Growth ETF
-0.01%
-$542.12 
CHD Church & Dwight Co., Inc.
-0.01%
-$113.86 
CRM Salesforce Inc
-0.01%
-$1,021.45 
DCI Donaldson Company, Inc.
-0.01%
-$49.23 
DE Deere & Company
-0.01%
-$176.4 
DLR Digital Realty Trust, Inc.
-0.01%
-$31.94 
EWT iShares MSCI Taiwan ETF
-0.01%
-$204.28 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$305.81 
TFLO iShares Treasury Floating Rate Bond ETF
-0.01%
-$54.38 
EVTR Eaton Vance Total Return Fund
-0.01%
-$445.62 
BROS Dutch Bros Inc.
-0.01%
-$157.47 
DASH DoorDash, Inc.
-0.01%
-$308.89 
DELL Dell Technologies Inc.
-0.01%
-$250.39 
ED Consolidated Edison, Inc.
-0.01%
-$45.42 
MDB MongoDB Inc.
-0.01%
-$27.84 
SCHW Charles Schwab Corporation
-0.01%
-$371.1 
XME SPDR S&P Metals & Mining ETF
-0.01%
-$45.61 
CSCO Cisco Systems, Inc.
-0.01%
-$1,761.6 
ESLT Elbit Systems Ltd.
-0.01%
-$201.4 
GE General Electric Company
-0.01%
-$372.89 
HD The Home Depot, Inc.
-0.01%
-$996.03 
IRM Iron Mountain Inc.
-0.01%
-$85.5 
PCAR PACCAR Inc.
-0.01%
-$18.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$17,651.98 
APO Apollo Global Management, Inc.
-0.01%
-$24.89 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$17.63 
JCI Johnson Controls International plc
-0.01%
-$38.72 
SHOP Shopify Inc.
-0.01%
-$518.09 
TGT Target Corporation
-0.01%
-$43.21 
ICF iShares Cohen & Steers Realty Majors ETF
-0.01%
-$35.5 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$932.09 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$314.81 
APH Amphenol Corporation
-0.01%
-$155.93 
GM General Motors Company
-0.01%
-$16.55 
HLT Hilton Worldwide Holdings Inc.
-0.01%
-$14.85 
MAS Masco Corporation
-0.01%
-$18.37 
RCL Royal Caribbean Group
-0.01%
-$168.2 
TT Trane Technologies plc
-0.01%
-$106.26 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$109.69 
JAAA Janus Henderson AAA CLO ETF
-0.01%
-$608.33 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$101.42 
SOXX iShares Semiconductor ETF
-0.01%
-$1,061.71 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$374.53 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$1,694.96 
PLTR Palantir Technologies Inc.
-0.01%
-$1,091.13 
CVX Chevron Corporation
-0.01%
-$880.98 
LMT Lockheed Martin Corporation
-0.01%
-$459.64 
MMM 3M Company
-0.01%
-$91.5 
NTAP NetApp, Inc.
-0.01%
-$35.19 
RACE Ferrari N.V.
-0.01%
-$15.44 
SPGI S&P Global Inc.
-0.01%
-$47.26 
UNH UnitedHealth Group Incorporated
-0.01%
-$667.55 
VRSK Verisk Analytics Inc.
-0.01%
-$38.91 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$10.47 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$135.77 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$99.26 
NBIS Nebius Group N.V.
-0.01%
-$21.31 
ASND Ascendis Pharma A/S
0%
-$111.92 
JNJ Johnson & Johnson
0%
-$945.45 
STE STERIS plc
0%
-$148.02 
WM Waste Management, Inc.
0%
-$270.74 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$37.66 
ILCB iShares Morningstar U.S. Equity ETF
0%
-$13.54 
IWN iShares Russell 2000 Value ETF
0%
-$91.23 
XLB Materials Select Sector SPDR Fund
0%
-$13.31 
ESS Essex Property Trust, Inc.
0%
-$187.29 
IDCC InterDigital, Inc.
0%
-$7.98 
NDSN Nordson Corporation
0%
-$9.45 
ETN Eaton Corporation plc
0%
-$135.74 
ULTA Ulta Beauty Inc.
0%
-$5.37 
QQQ Invesco QQQ Trust, Series 1
0%
-$1,390.24 
AXON Axon Enterprise, Inc.
0%
-$3.52 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
-$3.91 
MU Micron Technology, Inc.
0%
-$678.36 
PH Parker-Hannifin Corporation
0%
-$10.85 
APCB ActivePassive Core Bond ETF
0%
-$3.93 
BSVO EA Bridgeway Omni Small-Cap Value Fund
0%
-$3.29 
BKMC BNY Mellon US Mid Cap Core Equity ETF
0%
-$213.49 
BUFB Innovator Laddered Allocation Buffer ETF
0%
-$60.07 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
0%
-$2.2 
GMAR FT Vest US Equity Moderate B Fund
0%
-$2.68 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
0%
-$1.94 
EDGU 3EDGE Dynamic U.S. Equity ETF
0%
-$15.98 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
0%
-$1.87 
SPBW AllianzIM Buffer20 Allocation ETF
0%
-$3.25 Events
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Dividends
Dividend Analysis
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| Trades 7000 | Longs Won 4159/7000 59% | Profit Factor 3.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.18M |
| Average Win $237,495.09 | Best Trade (Mar 31) $45.83M | Sharpe Ratio -1.03 |
| Average Loss -$110,063.99 | Worst Trade (Aug 11) -$31.33M | Z-Score -5.81 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $96,456.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,232 | $445,692 | $471,775.04 | - | $26,083.04 | 5.85% | 0.0 |
| AAPL Apple Inc. | 449,050 | $122.13M | $138.42M | - | $16.3M | 13.35% | -1.618% |
| ABBV AbbVie Inc. | 64,821 | $16.35M | $15.94M | - | -$413,271.28 | -2.53% | -0.061% |
| ABNB Airbnb, Inc. | 66,486 | $9.76M | $12.28M | - | $2.52M | 25.77% | +3.723% |
| ABT Abbott Laboratories | 23,681 | $2.15M | $2.57M | - | $423,416.28 | 19.7% | +0.751% |
| ABVX Abivax SA ADR | 20,817 | $2.66M | $2.73M | - | $60,974.6 | 2.29% | 0.0 |
| ACN Accenture plc Class A | 5,930 | $1.14M | $1.06M | - | -$86,851.85 | -7.59% | +1.44% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 9,980 | $1.23M | $1.26M | - | $34,453 | 2.8% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 33,132 | $2.47M | $2.56M | - | $98,707.12 | 4% | 0.0 |
| ADBE Adobe Inc. | 9,563 | $1.96M | $2.54M | - | $575,023.05 | 29.33% | -0.023% |
| ADI Analog Devices, Inc. | 6,529 | $2.59M | $2.51M | - | -$86,476.68 | -3.33% | -1.54% |
| ADP Automatic Data Processing Inc. | 36,413 | $8.15M | $9.88M | - | $1.73M | 21.16% | +0.007% |
| ADSK Autodesk, Inc. | 1,030 | $200,252.6 | $256,614.2 | - | $56,361.6 | 28.15% | +0.024% |
| AEG Aegon N.V. | 27,006 | $227,930.64 | $255,206.7 | - | $27,276.06 | 11.97% | -0.839% |
| AEIS Advanced Energy Industries Inc. | 840 | $313,210.8 | $272,974.8 | - | -$40,236 | -12.85% | -0.015% |
| AEM Agnico Eagle Mines Limited | 8,669 | $1.33M | $1.55M | - | $219,940.24 | 16.53% | +0.022% |
| AEP American Electric Power Company, Inc. | 10,712 | $1.43M | $1.35M | - | -$83,954 | -5.87% | +0.016% |
| AER AerCap Holdings N.V. | 13,405 | $2.03M | $2.03M | - | $3,529.3 | 0.17% | -0.04% |
| AES AES Corporation | 11,218 | $166,366 | $165,185.05 | - | -$1,180.95 | -0.71% | -0.034% |
| AFL Aflac Inc. | 7,268 | $852,173 | $886,259.92 | - | $34,086.92 | 4% | -2.143% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Janice M. Powell?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $58.27M, SPDR Gold Shares - $40.96M, Apple Inc - $22.79M, SPDR S&P 500 ETF Trust - $21.68M, and Invesco QQQ Trust, Series 1 - $16.91M. 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: SM Energy Company - $5M, Fidelity Wise Origin Bitcoin Index Fund - $4.26M, CoreWeave, Inc - $3.51M, Microsoft Corp - $2.49M, and UnitedHealth Group Incorporated - $2.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Janice M. Powell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $88.03M earned over time. The largest contributors to dividend income include Invesco Senior Loan ETF - $8.46M, SPDR S&P 500 ETF Trust - $3.25M, SPDR Portfolio High Yield Bond ETF - $2.95M, SPDR Blackstone Senior Loan ETF - $1.36M, and Energy Transfer L.P - $1.29M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Janice M. Powell's monthly returns?
Janice M. Powell'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 Janice M. Powell's strategy be considered aggressive or moderate?
Janice M. Powell'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 Janice M. Powell's strategy?
Janice M. Powell'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.
