Annmarie Young Portfolio
Invests via KPP Advisory Services LLC | Managed by Annmarie Young
Invests via KPP Advisory Services LLC
Managed by Annmarie Young
Automatically Tracked
Annmarie Young Profile
Senior investor with cross-border private markets experience focused on growth equity and operations-led buyouts. Annmarie Young brings experience sourcing and executing investments across technology-enabled services, healthcare and consumer sectors, with emphasis on scaling revenue, governance and exit planning. Prior roles span investing, operating and board responsibilities at mid-market firms and corporate development. Known for disciplined valuation, active portfolio transformation and LP relationship management; typical capital focus includes $10m–$200m enterprise value transactions.
Senior investor with cross-border private markets experience focused on growth equity and operations-led buyouts. Annmarie Young brings experience sourcing and executing investments across technology-enabled services, healthcare and consumer sectors, with emphasis on scaling revenue, governance and exit planning. Prior roles span investing, operating and board responsibilities at mid-market firms and corporate development. Known for disciplined valuation, active portfolio transformation and LP relationship management; typical capital focus includes $10m–$200m enterprise value transactions.
Investment Philosophy & Strategy
Growth-oriented investor blending operational rigor with disciplined valuation and active portfolio transformation. Focuses on cross-border growth equity and operations-led buyouts in tech-enabled services, healthcare and consumer niches where revenue scaling, governance upgrades and exit planning drive value creation. Prefers mid-market situations ($10m–$200m EV), targets hands-on board work and management partnerships, and deploys capital with a multi-year time horizon, tight risk controls and staged value inflection milestones.
Growth-oriented investor blending operational rigor with disciplined valuation and active portfolio transformation. Focuses on cross-border growth equity and operations-led buyouts in tech-enabled services, healthcare and consumer niches where revenue scaling, governance upgrades and exit planning drive value creation. Prefers mid-market situations ($10m–$200m EV), targets hands-on board work and management partnerships, and deploys capital with a multi-year time horizon, tight risk controls and staged value inflection milestones.
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:
27.98%
Gain 0%
Monthly
0.76%
Yearly
9.55%
Drawdown
18.71%
$777.89M
Equity
Holdings
$777.89M
Investment
$636.33M
$171.18M
Profit +$33,400.54
Realized
$28.77M
Unrealized
$142.41M
Dividends
$17.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$33,400.54
Win %
74%
This Week
Compared To Last Week
Gain
0.004%
Profit
$33,400.54
Win %
74%
This Month
Compared to last month
Gain
-0.95%
Profit
-$7.44M
Win %
74%
This Year
Compared to last year
Gain
6.55%
Profit
$50.12M
Win %
74%
STX Seagate Technology Holdings plc
+7.25%
+$50,359.96 
INTC Intel Corporation
+6.51%
+$47,745.14 
AEVA Aeva Technologies, Inc.
+5.87%
+$16,767 
AMD Advanced Micro Devices, Inc.
+4.73%
+$187,364.48 
ANET Arista Networks, Inc.
+4.37%
+$19,329.9 
QCOM QUALCOMM Incorporated
+4.32%
+$37,554.08 
GEV GE Vernova Inc.
+3.73%
+$16,122.12 
PWR Quanta Services Inc.
+3.58%
+$165,428.77 
CEG Constellation Energy Corporation
+2.86%
+$5,357.98 
ZBRA Zebra Technologies Corporation
+2.69%
+$24,093.42 
SFL SFL Corporation Ltd.
+2.68%
+$3,361.2 
AMAT Applied Materials, Inc.
+2.64%
+$10,241.6 
GS The Goldman Sachs Group, Inc.
+2.62%
+$24,317.66 
IESC Ies Holdings Inc.
+2.53%
+$12,931.5 
T AT&T Inc.
+2.52%
+$77,058.8 
FITB Fifth Third Bancorp
+2.45%
+$17,666.66 
JPM JPMorgan Chase & Co.
+2.31%
+$139,430.74 
HCA HCA Healthcare Inc.
+2.29%
+$4,395.68 
USB U.S. Bancorp
+2.27%
+$44,701.13 
PII Polaris Inc.
+2.22%
+$9,919.14 
AXP American Express Company
+2.18%
+$12,551.72 
CAG Conagra Brands Inc.
+2.16%
+$2,936.54 
SYK Stryker Corporation
+2.15%
+$8,541.12 
VNT Vontier Corporation
+2.09%
+$14,274.6 
NUE Nucor Corporation
+2.09%
+$6,572.72 
PM Philip Morris International Inc.
+1.95%
+$14,525.95 
KMI Kinder Morgan, Inc.
+1.85%
+$8,657.08 
TSLA Tesla, Inc.
+1.82%
+$222,513.2 
VAW Vanguard Materials ETF
+1.79%
+$7,199.44 
TMUS T-Mobile US, Inc.
+1.76%
+$9,206.96 
LYB LyondellBasell Industries N.V.
+1.75%
+$4,527.69 
SMH VanEck Semiconductor ETF
+1.73%
+$19,517.09 
PAYC Paycom Software, Inc.
+1.72%
+$8,597.84 
PWRD TCW Transform Systems ETF
+1.68%
+$57,943.48 
ET Energy Transfer L.P.
+1.65%
+$11,674.91 
ACN Accenture plc Class A
+1.65%
+$14,467.92 
WFC Wells Fargo & Company
+1.61%
+$13,373.15 
HUBB Hubbell Inc.
+1.61%
+$3,974.25 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$22,215.84 
BX Blackstone Inc.
+1.58%
+$18,080.06 
LIN Linde plc
+1.58%
+$16,300.67 
BAC Bank of America Corporation
+1.56%
+$38,859.1 
UTES Virtus Reaves Utilities ETF
+1.56%
+$10,698.82 
SOXQ Invesco PHLX Semiconductor ETF
+1.53%
+$6,105.6 
BLK BlackRock, Inc.
+1.52%
+$12,659.8 
GLW Corning Incorporated
+1.5%
+$4,216.15 
WPC W. P. Carey Inc.
+1.5%
+$5,516.66 
AM Antero Midstream Corporation
+1.45%
+$7,271.98 
CAT Caterpillar Inc.
+1.44%
+$29,127.96 
EME EMCOR Group, Inc.
+1.42%
+$4,596.46 
COP ConocoPhillips
+1.4%
+$2,604.96 
ADI Analog Devices, Inc.
+1.37%
+$7,216.51 
NEE NextEra Energy, Inc.
+1.35%
+$16,907.3 
TXN Texas Instruments Inc
+1.35%
+$22,777.26 
ABBV AbbVie Inc.
+1.32%
+$28,590.64 
LAMR Lamar Advertising Company
+1.31%
+$3,410.88 
IFRA iShares U.S. Infrastructure
+1.29%
+$9,940.56 
C Citigroup Inc.
+1.27%
+$24,076.7 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.21%
+$4,655.88 
VLO Valero Energy Corporation
+1.2%
+$6,618.92 
DVY iShares Select Dividend ETF
+1.19%
+$4,711.38 
LRCX Lam Research Corporation
+1.18%
+$58,000.94 
ITW Illinois Tool Works Inc.
+1.17%
+$5,167.3 
VST Vistra Corp
+1.12%
+$3,619.49 
ICE Intercontinental Exchange, Inc.
+1.11%
+$5,139.8 
UNM Unum Group
+1.11%
+$3,257.88 
DIVB iShares Core Dividend ETF
+1.11%
+$6,637.48 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$45,778.71 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$7,626.84 
NSC Norfolk Southern Corporation
+1.09%
+$3,014.96 
CI The Cigna Group
+1.07%
+$4,670.48 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$3,290.46 
JNJ Johnson & Johnson
+1.07%
+$34,419.54 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$31,266.9 
DELL Dell Technologies Inc.
+1.05%
+$12,079.84 
V Visa Inc. Class A
+1.05%
+$17,822.36 
SMDV ProShares Russell 2000 Dividend Growers ETF
+1.03%
+$2,669.85 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$71,293.2 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$91,161.45 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$50,107.16 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.99%
+$6,307.64 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$2,636.04 
VO Vanguard Mid-Cap ETF
+0.97%
+$12,975.99 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$62,617.95 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$90,225.16 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$67,431.2 
VTV Vanguard Value ETF
+0.94%
+$10,427.85 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$4,605.72 
VNQ Vanguard Real Estate ETF
+0.92%
+$7,315.2 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$38,725.26 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.91%
+$4,784.34 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$9,297.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$39,964.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$3,377.19 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$2,652.48 
APH Amphenol Corporation
+0.88%
+$13,361.04 
EQRR ProShares Equities for Rising Rates ETF
+0.88%
+$7,029.73 
IWM iShares Russell 2000 ETF
+0.87%
+$2,159.01 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$30,252.89 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$2,897.1 
HDV iShares Core High Dividend ETF
+0.87%
+$1,930.8 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$18,558.36 
PG Procter & Gamble Co
+0.86%
+$39,954.2 
VTR Ventas Inc.
+0.85%
+$3,307.18 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$10,692.24 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$3,915.63 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$3,348.8 
JHMM John Hancock Multifactor Mid Cap ETF
+0.83%
+$162,775.45 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,271.25 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$1,934.4 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$18,263.84 
XBI SPDR S&P Biotech ETF
+0.79%
+$1,921.46 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$7,162.46 
AKAM Akamai Technologies Inc.
+0.79%
+$2,103.9 
SO The Southern Company
+0.78%
+$7,807.35 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.78%
+$5,301.8 
SLV iShares Silver Trust
+0.77%
+$1,798.22 
GE General Electric Company
+0.76%
+$4,206.21 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$19,172.25 
PSX Phillips 66
+0.76%
+$1,525.49 
CVX Chevron Corporation
+0.75%
+$8,510.54 
EQWL Invesco S&P 100 Equal Weight ETF
+0.75%
+$98,097.6 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,283.3 
MO Altria Group, Inc.
+0.74%
+$32,966 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$12,547.83 
UNH UnitedHealth Group Incorporated
+0.73%
+$19,040.67 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$25,929.75 
HD The Home Depot, Inc.
+0.73%
+$17,062.22 
ENFR Alerian Energy Infrastructure ETF
+0.73%
+$17,720.36 
FWD AB Disruptors ETF
+0.72%
+$74,120.14 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$3,366.72 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$29,142.23 
MA Mastercard Incorporated
+0.71%
+$1,741.94 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$21,455.46 
PYPL PayPal Holdings Inc
+0.7%
+$1,921.25 
KHC The Kraft Heinz Company
+0.7%
+$2,279.02 
VB Vanguard Small-Cap ETF
+0.7%
+$3,458.72 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$79,844.96 
EMR Emerson Electric Co.
+0.69%
+$6,709.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$1,986.18 
XNTK SPDR NYSE Technology ETF
+0.69%
+$29,378.34 
FEX First Trust Large Cap Core Fund A
+0.69%
+$28,156.76 
COST Costco Wholesale Corporation
+0.68%
+$6,560.08 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$8,562.79 
YUM Yum! Brands, Inc.
+0.68%
+$2,092.48 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$284,557.08 
CGDV Capital Group Dividend Value ETF
+0.66%
+$107,950.72 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$5,581.89 
FNF Fidelity National Financial, Inc.
+0.65%
+$1,886.35 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.65%
+$6,674.75 
MS Morgan Stanley
+0.65%
+$11,022 
WMB The Williams Companies, Inc.
+0.64%
+$4,193.38 
DUK Duke Energy Corporation
+0.63%
+$3,439.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$10,605 
IYW iShares U.S. Technology ETF
+0.61%
+$9,616.98 
PSC Principal U.S. Small-Cap ETF
+0.6%
+$4,493.6 
AVDE Avantis International Equity ETF
+0.59%
+$2,345.25 
CMI Cummins Inc.
+0.59%
+$5,873.93 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$147,979.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,790.85 
AEP American Electric Power Company, Inc.
+0.58%
+$1,979.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,946.24 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$5,613.34 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$6,119.31 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$2,085.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$9,556.34 
IVV iShares Core S&P 500 ETF
+0.55%
+$72,503.82 
VOO Vanguard S&P 500 ETF
+0.55%
+$85,516.05 
HON Honeywell International Inc.
+0.54%
+$7,948.01 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$16,080.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$8,470.75 
URI United Rentals, Inc.
+0.54%
+$5,727 
GOOGL Alphabet Inc
+0.53%
+$40,675.36 
HQL Abrdn Life Sciences Investors
+0.53%
+$2,213.19 
RECS Columbia Research Enhanced Core ETF
+0.53%
+$14,839.77 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$91,517.76 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,278.75 
CGUS Capital Group Core Equity ETF
+0.53%
+$10,390.25 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$2,035.43 
BF-A Brown-Forman Corporation
+0.51%
+$1,398.88 
VIS Vanguard Industrials ETF
+0.51%
+$2,375.3 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$4,879.7 
FTGS First Trust Growth Strength ETF
+0.5%
+$58,066.03 
FELC Fidelity Enhanced Large Cap Core ETF
+0.48%
+$13,524.2 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$16,666.26 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$11,261.61 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.47%
+$23,893.11 
MSI Motorola Solutions, Inc.
+0.46%
+$957.59 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.46%
+$3,220.56 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$6,185.85 
NET Cloudflare Inc.
+0.46%
+$2,387.84 
GOOG Alphabet Inc
+0.45%
+$12,388.8 
WMT Walmart Inc.
+0.45%
+$7,032.97 
PHK PIMCO High Income Fund
+0.44%
+$263.2 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$5,756.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,587.53 
CSX CSX Corporation
+0.42%
+$1,119.2 
PGR Progressive Corporation
+0.42%
+$1,806.27 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,761.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$4,136.58 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$82,509.75 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$4,864 
BMY Bristol-Myers Squibb Company
+0.4%
+$997.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$967.64 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.4%
+$7,180 
FTCS First Trust Capital Strength ETF
+0.39%
+$17,544.66 
FAST Fastenal Co.
+0.39%
+$3,200.94 
GD General Dynamics Corporation
+0.38%
+$2,589.46 
PEP PepsiCo, Inc.
+0.38%
+$2,959.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$8,911.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,277.36 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$11,464.38 
AMGN Amgen Inc.
+0.32%
+$6,234.73 
CGBL Capital Group Core Balanced ETF
+0.32%
+$2,517.72 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$1,159.73 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$992.88 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$471.75 
WM Waste Management, Inc.
+0.3%
+$1,603.82 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,609.78 
XOM Exxon Mobil Corporation
+0.28%
+$11,645.2 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$18,574.4 
SFLO VS Small Cap Free Cash Flow ETF
+0.28%
+$1,708.22 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$1,014.72 
MMM 3M Company
+0.26%
+$912.27 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,574.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$2,117.48 
ARKK ARK Innovation ETF Fund
+0.25%
+$635.17 
OEF iShares S&P 100 ETF
+0.24%
+$785.16 
KNSL Kinsale Capital Group Inc.
+0.23%
+$492.48 
JGRO JPMorgan Active Growth ETF
+0.23%
+$536.36 
A Agilent Technologies Inc.
+0.22%
+$1,240.91 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.22%
+$1,346.82 
CGIC Capital Group International Core Equity ETF
+0.22%
+$9,340.4 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$6,489.18 
VUG Vanguard Growth ETF
+0.18%
+$4,511.7 
NVDA NVIDIA Corporation
+0.16%
+$21,787.52 
QGRW WisdomTree U.S. Quality Growth Fund
+0.15%
+$3,797.4 
PFE Pfizer Inc.
+0.15%
+$704.16 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,937.25 
HPI John Hancock Preferred Income Fund
+0.12%
+$469.2 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.12%
+$332.22 
PH Parker-Hannifin Corporation
+0.12%
+$3,255.57 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$5,785.04 
SYFI AB Short Duration High Yield ETF
+0.11%
+$3,643.12 
CGGR Capital Group Growth ETF
+0.11%
+$13,260.35 
IOO iShares Global 100 ETF
+0.11%
+$1,326.9 
KO The Coca-Cola Company
+0.11%
+$1,540.71 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$10,352.97 
MSFT Microsoft Corp.
+0.1%
+$13,715.26 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$10,014 
FDX FedEx Corporation
+0.09%
+$412.92 
EOG EOG Resources, Inc.
+0.09%
+$553.03 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$352.3 
ENB Enbridge Inc.
+0.07%
+$258.32 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$140.11 
CL Colgate-Palmolive Company
+0.07%
+$613.62 
CB Chubb Limited
+0.06%
+$246.77 
GLD SPDR Gold Shares
+0.06%
+$379.06 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$165.28 
TJX The TJX Companies, Inc.
+0.04%
+$305.83 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$357.35 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$217.24 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$107 
PANW Palo Alto Networks, Inc.
+0.03%
+$912.96 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$164.07 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$167.04 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$245.1 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.02%
+$212.71 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$145.77 
ORCL Oracle Corporation
+0.02%
+$244.75 
MCD McDonald's Corporation
+0.01%
+$250.1 
FLXR TCW Flexible Income ETF
+0.01%
+$570.47 
TIP iShares TIPS Bond ETF
+0.01%
+$327.55 
ILOW AB International Low Volatility Equity ETF
0%
+$192.06 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
NB
0%
$0 
NOTV Inotiv Inc.
0%
$0 
ASTS AST SpaceMobile, Inc.
-15.53%
-$337,542 
SIDU Sidus Space Inc.
-14.12%
-$12,276 
RKLB Rocket Lab Corporation
-10.79%
-$177,796.5 
CTAS Cintas Corporation
-3.08%
-$20,081.6 
LULU lululemon athletica inc.
-2.52%
-$11,398.91 
LLY Eli Lilly and Company
-2.41%
-$93,101.28 
PLTR Palantir Technologies Inc.
-2.36%
-$14,535.37 
EOSE Eos Energy Enterprises Inc.
-2.26%
-$2,307.2 
ZTS Zoetis Inc.
-2.25%
-$15,110.31 
HEI Heico Corporation
-2.24%
-$5,897.76 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$69,739.99 
ABT Abbott Laboratories
-1.64%
-$17,869.32 
AAPL Apple Inc.
-1.52%
-$312,354 
LMT Lockheed Martin Corporation
-1.52%
-$18,269.73 
MU Micron Technology, Inc.
-1.43%
-$46,459.11 
MRK Merck & Co., Inc.
-1.42%
-$13,418.35 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$27,428.8 
MELI MercadoLibre, Inc.
-1.27%
-$13,321.21 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$13,042.68 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$96,115.16 
TWLO Twilio Inc.
-1.23%
-$4,142.74 
AMZN Amazon.com Inc
-1.23%
-$145,424.31 
WAT Waters Corporation
-1.17%
-$3,864.77 
BA Boeing Company
-1.16%
-$6,661.55 
NFLX Netflix, Inc.
-1.14%
-$3,826.95 
BLDR Builders FirstSource Inc.
-1.02%
-$4,118.4 
UBER Uber Technologies, Inc.
-1.01%
-$2,326.1 
IBM International Business Machines Corporation
-0.95%
-$5,556.73 
AVGO Broadcom Inc.
-0.91%
-$43,610.04 
NOW ServiceNow, Inc.
-0.9%
-$5,575.36 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$13,685.48 
CSCO Cisco Systems, Inc.
-0.6%
-$15,140.97 
ETN Eaton Corporation plc
-0.57%
-$7,161.75 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,131.34 
UPS United Parcel Service, Inc.
-0.51%
-$3,210.91 
ISRG Intuitive Surgical, Inc.
-0.45%
-$6,064.61 
TT Trane Technologies plc
-0.41%
-$3,878.3 
RTX RTX Corporation
-0.37%
-$6,759.98 
MRVL Marvell Technology, Inc.
-0.36%
-$2,252.26 
CRM Salesforce Inc
-0.34%
-$6,605.2 
DIS The Walt Disney Company
-0.3%
-$4,901.68 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.27%
-$749.98 
META Meta Platforms Inc Class A
-0.26%
-$7,176.1 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$7,998.2 
GILD Gilead Sciences Inc.
-0.22%
-$609 
MPT Medical Properties Trust, Inc.
-0.2%
-$841.38 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$12,182.99 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,012.19 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$513.12 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$1,008.98 
MDT Medtronic plc
-0.16%
-$753.61 
EVTR Eaton Vance Total Return Fund
-0.16%
-$1,380.96 
MBB iShares MBS ETF
-0.15%
-$515.06 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$548.2 
LOW Lowe's Companies Inc.
-0.12%
-$634.51 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$416.88 
VHT Vanguard Health Care ETF
-0.12%
-$556.92 
EPD Enterprise Products Partners L.P.
-0.08%
-$312.69 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$190.56 
CGCB Capital Group Core Bond ETF
-0.08%
-$1,785.54 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$284.57 
UTWO U.S. Treasury 2-Year Note ETF
-0.04%
-$577.38 
PAGP Plains GP Holdings, L.P.
-0.04%
-$93.33 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$334.68 
FLS Flowserve Corporation
-0.04%
-$308.17 
TSCO Tractor Supply Company
-0.03%
-$49.7 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$95.9 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$65.02 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$72.87 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$50.12 Events
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Dividends
Dividend Analysis
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| Trades 2646 | Longs Won 1795/2646 67% | Profit Factor 7.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,152.81 |
| Average Win $109,555.21 | Best Trade (Jun 14) $6.56M | Sharpe Ratio -5.79 |
| Average Loss -$29,927.39 | Worst Trade (Jun 14) -$3.18M | Z-Score 4.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $64,695.16 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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Returns
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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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