DT
Dalila Toledo Portfolio
Invests via Ascent Group LLC | Managed by Dalila Toledo
Invests via Ascent Group LLC
Managed by Dalila Toledo
Automatically Tracked
Dalila Toledo Profile
With a strong foundation in corporate leadership, Dalila Toledo is an accomplished executive known for her strategic oversight in organizational growth and innovation. She has developed a diverse skill set through various roles across technology and consumer sectors, where she successfully spearheaded initiatives to enhance operational efficiency and market reach. Her experience includes pivotal positions in managing cross-functional teams and driving significant revenue expansion within competitive landscapes. Currently, Toledo plays a vital role at the helm of transformative projects that not only propel business development but also contribute to enhancing shareholder value.
With a strong foundation in corporate leadership, Dalila Toledo is an accomplished executive known for her strategic oversight in organizational growth and innovation. She has developed a diverse skill set through various roles across technology and consumer sectors, where she successfully spearheaded initiatives to enhance operational efficiency and market reach. Her experience includes pivotal positions in managing cross-functional teams and driving significant revenue expansion within competitive landscapes. Currently, Toledo plays a vital role at the helm of transformative projects that not only propel business development but also contribute to enhancing shareholder value.
Investment Philosophy & Strategy
Positioned at the intersection of technology and consumer trends, Dalila Toledo embraces a growth-focused investment philosophy that prioritizes innovation as a catalyst for value creation. Her ability to identify transformative opportunities stems from deep operational expertise, enabling her to allocate capital toward initiatives that enhance competitive positioning within the market. Driven by her extensive experience in fostering collaboration across diverse teams, she leverages strategic foresight to navigate complex landscapes and optimize resource deployment. This proactive approach ensures not only robust revenue generation but also long-term sustainability for stakeholders.
Positioned at the intersection of technology and consumer trends, Dalila Toledo embraces a growth-focused investment philosophy that prioritizes innovation as a catalyst for value creation. Her ability to identify transformative opportunities stems from deep operational expertise, enabling her to allocate capital toward initiatives that enhance competitive positioning within the market. Driven by her extensive experience in fostering collaboration across diverse teams, she leverages strategic foresight to navigate complex landscapes and optimize resource deployment. This proactive approach ensures not only robust revenue generation but also long-term sustainability for stakeholders.
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:
33.36%
Gain +1.33%
Monthly
0.35%
Yearly
4.23%
Drawdown
17.6%
$3.12B
Equity
Holdings
$3.12B
Investment
$2.45B
$719.6M
Profit +$46.53M
Realized
$51.97M
Unrealized
$667.63M
Dividends
$119.15M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.33%
Profit
$46.53M
Win %
70%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$42.38M
Win %
70%
This Month
Compared to last month
Gain
-1.55%
Profit
-$49.17M
Win %
70%
This Year
Compared to last year
Gain
6.85%
Profit
$199.6M
Win %
70%
KLAC KLA Corporation
+12.92%
+$1.04M 
LRCX Lam Research Corporation
+12.65%
+$951,544.96 
MU Micron Technology, Inc.
+11.69%
+$1.55M 
SEI Solaris Energy Infrastructure Inc.
+11.41%
+$34,300.71 
AMAT Applied Materials, Inc.
+11.17%
+$794,458.98 
MRVL Marvell Technology, Inc.
+11.12%
+$98,090.28 
IP International Paper Company
+9.78%
+$33,121.79 
SW Smurfit WestRock PLC
+9.68%
+$64,003.29 
UAL United Airlines Holdings, Inc.
+9.56%
+$83,623.81 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$324,709.87 
INTC Intel Corporation
+9.28%
+$484,524.37 
UMC United Microelectronics Corp. Sponsored ADR
+9.26%
+$25,151 
IDCC InterDigital, Inc.
+8.96%
+$20,384 
SCCO Southern Copper Corporation
+8.71%
+$22,090.82 
WDC Western Digital Corporation
+8%
+$238,924 
AMD Advanced Micro Devices, Inc.
+7.96%
+$1.13M 
CX Cemex S.A.B. de C.V. Sponsored ADR
+7.8%
+$18,375.16 
GNRC Generac Holdings Inc.
+7.6%
+$31,579.46 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.26%
+$35,091.57 
BAI iShares A.I. Innovation and Tech Active ETF
+7.15%
+$3.02M 
RCL Royal Caribbean Group
+7.14%
+$64,425.62 
DAL Delta Air Lines, Inc.
+7.04%
+$51,454.32 
JBL Jabil Inc.
+6.92%
+$98,275.78 
FCX Freeport-McMoRan Inc.
+6.85%
+$29,656.5 
HOOD Robinhood Markets, Inc.
+6.81%
+$28,829.64 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$272,636.54 
XAR SPDR S&P Aerospace & Defense ETF
+6.64%
+$33,895.48 
RYAAY Ryanair Holdings plc American Depositary Receipt
+6.53%
+$23,681.84 
HON Honeywell International Inc.
+6.45%
+$129,475.39 
CLS Celestica Inc.
+6.4%
+$50,430.8 
STX Seagate Technology Holdings plc
+6.38%
+$405,598.5 
AAON Aaon Inc.
+6.21%
+$444,717.76 
BHP BHP Group Ltd.
+6.15%
+$23,610.62 
PANW Palo Alto Networks, Inc.
+6.15%
+$270,599.66 
QCOM QUALCOMM Incorporated
+6.15%
+$242,538.24 
IBP Installed Building Products Inc.
+6.09%
+$380,096.57 
HWM Howmet Aerospace Inc.
+6.05%
+$119,154.1 
BA Boeing Company
+6.05%
+$234,105.44 
AU AngloGold Ashanti plc
+6.04%
+$58,638.54 
NXPI NXP Semiconductors N.V.
+5.95%
+$38,720.21 
DELL Dell Technologies Inc.
+5.94%
+$74,654.06 
FDX FedEx Corporation
+5.83%
+$26,589.36 
WSM Williams-Sonoma, Inc.
+5.76%
+$25,315.46 
WHR Whirlpool Corporation
+5.71%
+$9,778.3 
HEI-A HEICO Corporation
+5.68%
+$459,216 
VST Vistra Corp
+5.61%
+$58,345.01 
RACE Ferrari N.V.
+5.55%
+$10,691.88 
SAN Banco Santander S.A. Sponsored ADR
+5.5%
+$43,545.71 
TXN Texas Instruments Inc
+5.35%
+$162,896.55 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$72,699.64 
HSBC HSBC Holdings plc Sponsored ADR
+5.32%
+$56,590.48 
BLDR Builders FirstSource Inc.
+5.31%
+$134,117.28 
BCAX Bicara Therapeutics Inc.
+5.29%
+$15,141.57 
DHI D.R. Horton, Inc.
+5.28%
+$35,092.6 
CW Curtiss-Wright Corporation
+5.26%
+$39,872.82 
UPS United Parcel Service, Inc.
+5.22%
+$135,968.14 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$32,281.6 
NEM Newmont Corporation
+5.2%
+$113,749.37 
GD General Dynamics Corporation
+5.2%
+$101,659.6 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$14,531.48 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+5.11%
+$43,499.25 
GLW Corning Incorporated
+5.01%
+$28,257.36 
ODFL Old Dominion Freight Line, Inc.
+5%
+$104,046.1 
PWR Quanta Services Inc.
+4.99%
+$185,437.04 
KGC Kinross Gold Corporation
+4.99%
+$27,482.2 
ADI Analog Devices, Inc.
+4.96%
+$218,010.38 
ITA iShares U.S. Aerospace & Defense ETF
+4.92%
+$11,192.72 
CRH CRH plc
+4.89%
+$39,188.46 
VPL Vanguard FTSE Pacific ETF
+4.88%
+$32,084.92 
ETN Eaton Corporation plc
+4.88%
+$135,989.43 
LYG Lloyds Banking Group Plc ADR
+4.84%
+$13,976.75 
CAT Caterpillar Inc.
+4.83%
+$307,487.14 
SPMO Invesco S&P 500 Momentum ETF
+4.81%
+$1.75M 
AMGN Amgen Inc.
+4.79%
+$152,427.25 
WPM Wheaton Precious Metals Corp.
+4.78%
+$12,294.88 
RBLX Roblox Corporation
+4.76%
+$7,633.37 
FER Ferrovial SE
+4.74%
+$11,736.4 
PHM PulteGroup Inc.
+4.71%
+$62,423.46 
SLVM Sylvamo Corporation
+4.69%
+$9,028.47 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+4.66%
+$8,354.34 
TSLA Tesla, Inc.
+4.63%
+$491,332.02 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$49,652.66 
AMCR Amcor plc
+4.6%
+$3,527.2 
RIO Rio Tinto Plc Sponsored ADR
+4.6%
+$15,213.7 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+4.58%
+$3.35M 
LMT Lockheed Martin Corporation
+4.57%
+$168,671.86 
BBDO Banco Bradesco S.A.
+4.54%
+$5,075.07 
NKE Nike, Inc. - Class B
+4.54%
+$62,786.64 
GEV GE Vernova Inc.
+4.52%
+$259,788.08 
SHLD Global X Defense Tech ETF
+4.47%
+$652,673.07 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+4.46%
+$21,818.51 
FTNT Fortinet Inc.
+4.45%
+$23,366.58 
ICLN iShares Global Clean Energy ETF
+4.43%
+$20,378.16 
EME EMCOR Group, Inc.
+4.43%
+$37,231.62 
JTEK JPMorgan U.S. Tech Leaders ETF
+4.43%
+$10,522.26 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$27,387.36 
GE General Electric Company
+4.42%
+$265,103.16 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$465,487.8 
GNTX Gentex Corporation
+4.34%
+$11,493.94 
TFPM Triple Flag Precious Metals Corp
+4.28%
+$36,284.8 
NWG NatWest Group plc Sponsored ADR
+4.27%
+$14,065.42 
SHW The Sherwin-Williams Company
+4.26%
+$77,407.08 
APTV Aptiv PLC
+4.23%
+$9,486.12 
COIN Coinbase Global, Inc.
+4.2%
+$8,191.28 
STLD Steel Dynamics Inc.
+4.18%
+$17,465.18 
RS Reliance Inc.
+4.15%
+$16,969.68 
DLTR Dollar Tree, Inc.
+4.14%
+$12,078.51 
ANAB AnaptysBio Inc.
+4.11%
+$18,175.02 
NYAX Nayax Ltd.
+4.08%
+$10,579.4 
ILF iShares Latin America 40 ETF
+4.08%
+$16,421.4 
CGGO Capital Group Global Growth Equity ETF
+4.04%
+$13,795.59 
CMI Cummins Inc.
+4.03%
+$56,229.04 
OMF OneMain Holdings Inc.
+4.02%
+$41,338.44 
EQH Equitable Holdings, Inc.
+4.01%
+$11,444.16 
SYF Synchrony Financial
+4%
+$61,457.46 
ROK Rockwell Automation, Inc.
+4%
+$110,718.84 
DB Deutsche Bank AG
+3.97%
+$10,133.97 
NVS Novartis AG Sponsored ADR
+3.92%
+$76,161.6 
EFG iShares MSCI EAFE Growth ETF
+3.9%
+$197,900.09 
IR Ingersoll Rand Inc.
+3.85%
+$36,408.15 
RTX RTX Corporation
+3.83%
+$210,106.4 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+3.78%
+$2,984.54 
LAZ Lazard Ltd.
+3.77%
+$8,531.64 
TDG TransDigm Group Inc.
+3.77%
+$74,608.46 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$64,589.46 
EZU iShares MSCI Eurozone ETF
+3.69%
+$224,219.52 
TLK Telkom Indonesia Persero Tbk. - ADR
+3.69%
+$12,743.01 
VLUE iShares MSCI USA Value Factor ETF
+3.68%
+$17,936.1 
EMR Emerson Electric Co.
+3.67%
+$60,224.19 
HMC Honda Motor Co., Ltd.
+3.66%
+$7,506.3 
TGT Target Corporation
+3.65%
+$22,887.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$364,505.05 
TDY Teledyne Technologies Incorporated
+3.63%
+$12,897.4 
PKG Packaging Corporation of America
+3.63%
+$63,517.74 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$111,385.28 
NET Cloudflare Inc.
+3.61%
+$17,398.42 
GILD Gilead Sciences Inc.
+3.6%
+$275,130.62 
TKO Tko Group Holdings Inc.
+3.58%
+$8,147.4 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.57%
+$11,631.7 
SBUX Starbucks Corporation
+3.53%
+$106,570.64 
IWO iShares Russell 2000 Growth ETF
+3.53%
+$16,021.8 
HEZU iShares Currency Hedged MSCI Eurozone ETF
+3.52%
+$9,474.41 
DRI Darden Restaurants, Inc.
+3.49%
+$33,447.61 
C Citigroup Inc.
+3.47%
+$304,931.8 
AVGO Broadcom Inc.
+3.47%
+$1.07M 
AEM Agnico Eagle Mines Limited
+3.46%
+$12,777.6 
IGM iShares Expanded Tech Sector ETF
+3.45%
+$43,449.12 
VIS Vanguard Industrials ETF
+3.44%
+$22,919.32 
GS The Goldman Sachs Group, Inc.
+3.43%
+$204,976.92 
IYW iShares U.S. Technology ETF
+3.41%
+$173,376.36 
ING ING Groep N.V. Sponsored ADR
+3.4%
+$12,389.33 
IXUS iShares Core International Stock ETF
+3.38%
+$351,381.7 
SSO ProShares Ultra S&P500
+3.38%
+$376,800.4 
VBK Vanguard Small-Cap Growth ETF
+3.36%
+$18,103.25 
FDMO Fidelity Momentum Factor ETF
+3.34%
+$14,813.85 
VGT Vanguard Information Technology ETF
+3.33%
+$138,145.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$44,671 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$39,358.88 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$61,238.52 
CYTK Cytokinetics, Incorporated
+3.28%
+$6,927.8 
EEMA iShares MSCI Emerging Markets Asia ETF
+3.27%
+$19,948.6 
LEA Lear Corporation
+3.27%
+$8,638.38 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+3.25%
+$10,983.51 
JIG JPMorgan International Growth ETF
+3.25%
+$11,016.81 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$18,967.95 
IEV iShares Europe ETF
+3.22%
+$23,848.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.21%
+$19,675.92 
SON Sonoco Products Co.
+3.21%
+$15,670.17 
EWJ iShares MSCI Japan ETF
+3.2%
+$89,086.14 
ICL ICL Group Ltd.
+3.18%
+$2,197.65 
TPR Tapestry Inc.
+3.15%
+$41,087.76 
FCFS FirstCash Holdings, Inc.
+3.15%
+$9,491.41 
IEUR iShares Core MSCI Europe ETF
+3.15%
+$13,758.65 
PCAR PACCAR Inc.
+3.15%
+$10,874.11 
GLD SPDR Gold Shares
+3.12%
+$994,773.92 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.12%
+$55,974.84 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.1%
+$7,357.85 
ROST Ross Stores, Inc.
+3.1%
+$84,734.15 
PH Parker-Hannifin Corporation
+3.08%
+$97,163.84 
BBIN JPMorgan BetaBuilders International Equity Fund
+3.06%
+$156,700.44 
EFA iShares MSCI EAFE ETF
+3.06%
+$331,448.25 
IAU iShares Gold Trust
+3.05%
+$760,268.34 
LHX L3Harris Technologies, Inc.
+3.05%
+$31,766.22 
ANET Arista Networks, Inc.
+3.04%
+$688,644.83 
UBS UBS Group AG
+3.04%
+$23,242.56 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
+3.03%
+$11,866.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$39,675 
CGGE Capital Group Global Equity ETF
+3.02%
+$17,428 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$202,548.74 
EBAY eBay Inc.
+3.01%
+$52,300.8 
XBI SPDR S&P Biotech ETF
+3%
+$15,027.21 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$337,761.2 
VXF Vanguard Extended Market ETF
+2.97%
+$43,504.35 
IWM iShares Russell 2000 ETF
+2.97%
+$269,668.4 
BIIB Biogen Inc.
+2.94%
+$34,514.48 
JIVE JPMorgan International Value ETF
+2.93%
+$12,144.95 
JMOM JPMorgan U.S. Momentum Factor ETF
+2.93%
+$7,029.61 
VALE Vale S.A.
+2.91%
+$27,504.62 
DDOG Datadog, Inc. Class A Common Stock
+2.9%
+$15,123.68 
MS Morgan Stanley
+2.9%
+$107,844 
IVLU iShares MSCI International Value Factor ETF
+2.89%
+$33,992.4 
HPE Hewlett Packard Enterprise Company
+2.86%
+$37,900.2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$39,776.72 
TEL TE Connectivity plc
+2.8%
+$17,059.24 
FNDC Schwab Fundamental International Small Company Index ETF
+2.79%
+$23,195.87 
NTRS Northern Trust Corporation
+2.78%
+$37,449.72 
USXF iShares ESG Aware MSCI USA ETF
+2.77%
+$9,189 
VIV Telefonica Brasil S.A. ADR
+2.77%
+$8,036.49 
VMC Vulcan Materials Company
+2.77%
+$8,569.25 
MAR Marriott International Inc. - Class A
+2.76%
+$38,770.42 
NLY Annaly Capital Management, Inc.
+2.76%
+$8,239.94 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.75%
+$10,061.4 
MGA Magna International Inc.
+2.75%
+$8,356.01 
IBB iShares Biotechnology ETF
+2.75%
+$26,945.04 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$215,536.92 
NVO Novo Nordisk A/S Sponsored ADR
+2.72%
+$9,587.95 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
+2.71%
+$2,668.01 
GBTC Grayscale Bitcoin Trust ETF
+2.71%
+$3,942.9 
DFAI Dimensional International Core Equity Market ETF
+2.7%
+$6,025.78 
EPP iShares MSCI Pacific ex Japan ETF
+2.68%
+$34,416.58 
CARR Carrier Global Corporation
+2.62%
+$14,352.14 
WIT Wipro Limited American Depositary Receipt
+2.62%
+$2,038.68 
EXPE Expedia Group, Inc.
+2.61%
+$26,369.2 
IBN ICICI Bank Limited Sponsored ADR
+2.6%
+$13,289.79 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.59%
+$8,759.16 
EFV iShares MSCI EAFE Value ETF
+2.58%
+$865,293.66 
ECL Ecolab Inc.
+2.57%
+$56,238.6 
NRG NRG Energy, Inc.
+2.54%
+$4,402.38 
CVS CVS Health Corporation
+2.54%
+$22,619.16 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.54%
+$20,355.68 
CSCO Cisco Systems, Inc.
+2.53%
+$401,955.4 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$43,798.4 
VB Vanguard Small-Cap ETF
+2.52%
+$46,208 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.48%
+$7,715.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.46%
+$27,155.94 
COF Capital One Financial Corporation
+2.44%
+$117,900.44 
IJR iShares Core S&P Small-Cap ETF
+2.44%
+$66,779.61 
TT Trane Technologies plc
+2.43%
+$135,772.46 
JVAL JPMorgan U.S. Value Factor ETF
+2.42%
+$5,873.89 
VT Vanguard Total World Stock ETF
+2.42%
+$7,625.62 
DFAS Dimensional U.S. Small Cap ETF
+2.41%
+$10,021.87 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$155,443.2 
EWU iShares MSCI United Kingdom ETF
+2.38%
+$33,605.79 
DASH DoorDash, Inc.
+2.38%
+$23,485.78 
BMY Bristol-Myers Squibb Company
+2.37%
+$27,159 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$15,872.08 
CFG Citizens Financial Group, Inc.
+2.36%
+$139,898.36 
IWN iShares Russell 2000 Value ETF
+2.34%
+$17,581.46 
CGMM Capital Group U.S. Small and Mid Cap ETF
+2.33%
+$5,566.55 
WSO Watsco Inc.
+2.33%
+$178,574.74 
HSY The Hershey Company
+2.33%
+$12,112.8 
VYMI Vanguard International High Dividend Yield Index Fund
+2.33%
+$38,381.52 
GRFS Grifols, S.A. American Depositary Receipt
+2.32%
+$2,774.57 
MLM Martin Marietta Materials, Inc.
+2.32%
+$29,945.22 
ICVT iShares Convertible Bond ETF
+2.32%
+$82,586.88 
SPEM SPDR Portfolio Emerging Markets ETF
+2.32%
+$46,666.62 
WBD Warner Bros. Discovery, Inc.
+2.31%
+$6,278.69 
CAH Cardinal Health Inc.
+2.29%
+$27,101.25 
MLI Mueller Industries Inc.
+2.28%
+$6,477.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$368,091.18 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$304,151.9 
HD The Home Depot, Inc.
+2.26%
+$197,633.04 
LOW Lowe's Companies Inc.
+2.26%
+$69,486.32 
PFE Pfizer Inc.
+2.25%
+$113,340.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$2.06M 
JGRO JPMorgan Active Growth ETF
+2.22%
+$81,112.95 
APH Amphenol Corporation
+2.21%
+$79,897.65 
HBAN Huntington Bancshares Incorporated
+2.2%
+$32,178.9 
OMC Omnicom Group Inc.
+2.19%
+$29,816.1 
WAB Wabtec Corporation
+2.19%
+$38,939.01 
NVDA NVIDIA Corporation
+2.17%
+$1.66M 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.16%
+$4,503.3 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$51,268.35 
LLY Eli Lilly and Company
+2.13%
+$445,488.21 
TXRH Texas Roadhouse Inc.
+2.11%
+$4,577.58 
CWB SPDR Bloomberg Convertible Securities ETF
+2.1%
+$9,189.95 
SHOP Shopify Inc.
+2.1%
+$13,760.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$1.75M 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$92,232.95 
CSX CSX Corporation
+2.06%
+$46,598.27 
AME Ametek Inc.
+2.04%
+$151,383.54 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.04%
+$5,687.02 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$96,614.3 
BX Blackstone Inc.
+2.03%
+$57,921.6 
HWKN Hawkins Inc.
+2.02%
+$75,616.54 
CGDV Capital Group Dividend Value ETF
+2.02%
+$12,926.88 
MEDP Medpace Holdings Inc.
+2%
+$171,734.58 
IWD iShares Russell 1000 Value ETF
+1.99%
+$354,342.81 
BBY Best Buy Co., Inc.
+1.97%
+$22,609.26 
CGUS Capital Group Core Equity ETF
+1.93%
+$12,465.75 
DFUV Dimensional US Marketwide Value ETF
+1.91%
+$11,065.98 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$5,608.72 
NOC Northrop Grumman Corporation
+1.9%
+$39,291.41 
STT State Street Corp
+1.9%
+$7,107.05 
DFUS Dimensional U.S. Equity Market ETF
+1.9%
+$5,470.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.89%
+$21,521.5 
JGLO JPMorgan Global Select Equity ETF
+1.89%
+$34,660.6 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.88%
+$214,625.19 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$12,046.4 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.86%
+$7,343.01 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.85%
+$8,021.48 
VO Vanguard Mid-Cap ETF
+1.85%
+$89,888.4 
GM General Motors Company
+1.85%
+$57,849.03 
KT KT Corporation
+1.84%
+$3,855.26 
TFC Truist Financial Corporation
+1.84%
+$36,149.82 
MGV Vanguard Mega Cap Value ETF
+1.84%
+$61,871.5 
BKNG Booking Holdings Inc.
+1.84%
+$26,476.25 
JAVA JPMorgan Active Value ETF
+1.83%
+$71,583.4 
MGK Vanguard Mega Cap Growth ETF
+1.82%
+$61,721 
CEG Constellation Energy Corporation
+1.82%
+$7,995.33 
MFG Mizuho Financial Group Inc. ADR
+1.82%
+$3,178.83 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$15,084.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$72,179.32 
ITW Illinois Tool Works Inc.
+1.78%
+$28,459.91 
VUG Vanguard Growth ETF
+1.78%
+$99,788.28 
DIS The Walt Disney Company
+1.77%
+$42,084 
MDB MongoDB Inc.
+1.76%
+$7,319.22 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.76%
+$213,525.1 
DFAT Dimensional US Targeted Value ETF
+1.76%
+$4,342.31 
MGC Vanguard Mega Cap ETF
+1.75%
+$993,033.89 
EXEL Exelixis Inc.
+1.75%
+$7,549.52 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$13,249.5 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$36,554.1 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.73%
+$7,529.09 
IWB iShares Russell 1000 ETF
+1.72%
+$69,897.96 
VOO Vanguard S&P 500 ETF
+1.72%
+$297,597.31 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$127,328.3 
KEY KeyCorp
+1.71%
+$16,877.25 
VNET VNET Group Inc. American Depositary Receipt
+1.71%
+$1,650.75 
MTB M&T Bank Corporation
+1.7%
+$9,143.42 
AVY Avery Dennison Corporation
+1.7%
+$5,896.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$1.78M 
TM Toyota Motor Corporation
+1.7%
+$7,437.24 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$413,209 
IVV iShares Core S&P 500 ETF
+1.69%
+$440,759.55 
MET MetLife Inc.
+1.68%
+$47,296.1 
VTV Vanguard Value ETF
+1.68%
+$110,502.71 
CGDG Capital Group Dividend Growers ETF
+1.68%
+$5,250.16 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.65%
+$5,982.72 
TOST Toast Inc.
+1.65%
+$10,830.4 
AXP American Express Company
+1.64%
+$73,763.45 
ESGU iShares ESG Aware MSCI USA ETF
+1.64%
+$15,727.86 
SNA Snap-on Inc.
+1.64%
+$4,818.96 
DSI iShares MSCI KLD 400 Social ETF
+1.61%
+$7,159.5 
LVHI Franklin International Low Volatility High Dividend ETF
+1.6%
+$8,284.38 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$514,612.54 
OEF iShares S&P 100 ETF
+1.57%
+$136,683.78 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$4,156.92 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.56%
+$9,162.54 
CM Canadian Imperial Bank of Commerce
+1.55%
+$5,041.08 
DE Deere & Company
+1.53%
+$35,898.77 
FERG Ferguson Enterprises Inc
+1.52%
+$39,152.97 
IX Orix Corporation Sponsored ADR
+1.52%
+$6,137.56 
REGN Regeneron Pharmaceuticals, Inc.
+1.52%
+$2,757.26 
YUM Yum! Brands, Inc.
+1.49%
+$14,459.05 
IRM Iron Mountain Inc.
+1.48%
+$13,882.96 
FITB Fifth Third Bancorp
+1.46%
+$12,694.22 
GWX SPDR S&P International Small Cap ETF
+1.45%
+$8,011.8 
BOW Bowhead Specialty Holdings Inc.
+1.44%
+$3,251.04 
FINV FinVolution Group
+1.43%
+$943.88 
USB U.S. Bancorp
+1.43%
+$54,297.54 
JPM JPMorgan Chase & Co.
+1.42%
+$364,588.4 
SYY Sysco Corporation
+1.41%
+$9,515.32 
AMZN Amazon.com Inc
+1.4%
+$573,496.37 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.4%
+$2,343.18 
AAPL Apple Inc.
+1.39%
+$1.19M 
MRK Merck & Co., Inc.
+1.39%
+$62,088 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.38%
+$28,487.16 
ABNB Airbnb, Inc.
+1.37%
+$5,841 
UBER Uber Technologies, Inc.
+1.37%
+$42,412.8 
PYPL PayPal Holdings Inc
+1.35%
+$3,080.55 
BNS Bank of Nova Scotia
+1.34%
+$3,857.68 
EWC iShares MSCI Canada ETF
+1.34%
+$24,958.87 
MFC Manulife Financial Corporation
+1.34%
+$6,561.98 
BMO Bank of Montreal
+1.33%
+$5,254.85 
HCA HCA Healthcare Inc.
+1.31%
+$38,650.92 
AOM iShares Core 40/60 Moderate Allocation ETF
+1.3%
+$6,053.45 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$18,684.78 
FQAL Fidelity Quality Factor ETF
+1.28%
+$4,119.79 
PRU Prudential Financial, Inc.
+1.27%
+$11,710.26 
FVAL Fidelity Value Factor ETF
+1.26%
+$5,106.91 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$54,530.82 
IJAN Innovator International Developed Power Buffer ETF - January
+1.26%
+$2,852.43 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.26%
+$233,586.6 
BUD Anheuser-Busch InBev S.A. ADR
+1.24%
+$5,277.25 
LIN Linde plc
+1.23%
+$85,054.9 
ULTA Ulta Beauty Inc.
+1.2%
+$5,199.39 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$16,697.94 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$10,922.24 
EIX Edison International
+1.18%
+$28,752.36 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$29,904.03 
URI United Rentals, Inc.
+1.16%
+$5,010.24 
UNM Unum Group
+1.15%
+$20,686.64 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$10,538.08 
CINF Cincinnati Financial Corporation
+1.12%
+$26,022.92 
IVE ISHARES S&P 500 VALUE ETF
+1.11%
+$1.06M 
ULS Ul Solutions Inc.
+1.09%
+$9,922.6 
BAC Bank of America Corporation
+1.09%
+$78,566.18 
BJUN Innovator U.S. Equity Buffer ETF - June
+1.07%
+$3,343.05 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$20,063.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$210,224.07 
EXPD Expeditors International of Washington, Inc.
+1.03%
+$18,950.1 
XLC Communication Services Select Sector SPDR Fund
+1.02%
+$8,523.59 
PLD Prologis Inc.
+0.97%
+$23,826.18 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.96%
+$105,239.72 
BN Brookfield Corporation
+0.96%
+$2,805.75 
SPG Simon Property Group, Inc.
+0.96%
+$5,536.56 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.92%
+$8,512.98 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$71,702.2 
GOOG Alphabet Inc
+0.91%
+$310,886.54 
MNST Monster Beverage Corporation
+0.9%
+$14,068.74 
IBM International Business Machines Corporation
+0.89%
+$46,148.24 
SLB Schlumberger Limited
+0.88%
+$9,227.68 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.87%
+$2,701.16 
FRT Federal Realty Investment Trust
+0.87%
+$12,481.55 
FDN First Trust Dow Jones Internet Index Fund
+0.86%
+$1,696.48 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$2,432 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$8,135.76 
SDY SPDR S&P Dividend ETF
+0.85%
+$16,648.56 
RY Royal Bank of Canada
+0.84%
+$8,510.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$11,246.43 
MCD McDonald's Corporation
+0.83%
+$50,856.57 
CTAS Cintas Corporation
+0.82%
+$48,774.88 
CTA-PA EIDP, Inc.
+0.81%
+$1,865.77 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$5,073.53 
FFIV F5 Inc.
+0.79%
+$2,498.98 
FAST Fastenal Co.
+0.78%
+$35,969.04 
PBR Petrobras S.A. Sponsored ADR
+0.77%
+$1,961.96 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.76%
+$3,307.32 
XLF Financial Select Sector SPDR Fund
+0.76%
+$7,525.15 
CAG Conagra Brands Inc.
+0.75%
+$2,420.2 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.73%
+$179,417.83 
BKR Baker Hughes Company
+0.73%
+$4,122.06 
MTD Mettler-Toledo International Inc.
+0.73%
+$2,571.97 
HE Hawaiian Electric Industries Inc.
+0.73%
+$1,050.51 
KHC The Kraft Heinz Company
+0.71%
+$3,911.53 
OTIS Otis Worldwide Corporation
+0.7%
+$1,425.9 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.7%
+$2,438.46 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$3,538.08 
PLTR Palantir Technologies Inc.
+0.69%
+$19,466.33 
SPBO SPDR Portfolio Corporate Bond ETF
+0.69%
+$2,440.4 
IEF iShares 7-10 Year Treasury Bond ETF
+0.68%
+$12,883.2 
MMM 3M Company
+0.68%
+$7,380.86 
SYSB iShares Systematic Bond ETF
+0.67%
+$31,668.97 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$3,567.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$4,776.84 
MBB iShares MBS ETF
+0.65%
+$157,401.35 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$15,192.81 
DXCM DexCom, Inc.
+0.64%
+$5,615.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$7,947.26 
FBND Fidelity Total Bond ETF
+0.62%
+$9,524.48 
ESMV iShares ESG Aware MSCI USA Minimum Volatility ETF
+0.6%
+$1,301.4 
JBND JPMorgan Active Bond ETF
+0.6%
+$19,085.76 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$16,336.04 
DVY iShares Select Dividend ETF
+0.59%
+$4,149.2 
BNDX Vanguard Total International Bond ETF
+0.58%
+$113,709.4 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$1,257.12 
JNK SPDR Bloomberg High Yield Bond ETF
+0.58%
+$6,452.43 
STZ Constellation Brands, Inc.
+0.58%
+$4,791.6 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.58%
+$3,270.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.58%
+$39,519.52 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$32,187.12 
BNDW Vanguard Total World Bond ETF
+0.57%
+$1,958.97 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$2,882.79 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$238,197.12 
HYDB iShares High Yield Systematic Bond ETF
+0.57%
+$1,233.05 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$13,928.1 
BLK BlackRock, Inc.
+0.57%
+$7,936.06 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$81,685.11 
IUSB iShares Core Universal USD Bond ETF
+0.56%
+$4,124.88 
ABT Abbott Laboratories
+0.56%
+$14,893.07 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$1,702.68 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$15,991.04 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.55%
+$8,799.5 
FOX Fox Corporation Class B Common Stock
+0.54%
+$4,053.72 
APD Air Products and Chemicals, Inc.
+0.54%
+$9,301.64 
WFC Wells Fargo & Company
+0.54%
+$20,642.6 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$24,699.36 
FTCB First Trust Core Investment Grade ETF
+0.53%
+$1,158.85 
SRE Sempra
+0.53%
+$8,404.8 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.52%
+$32,013.48 
NSC Norfolk Southern Corporation
+0.51%
+$13,016.87 
AIG American International Group Inc.
+0.51%
+$3,563.26 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.5%
+$1,047.37 
FE FirstEnergy Corp.
+0.49%
+$10,250.87 
UNP Union Pacific Corporation
+0.49%
+$22,422.86 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.48%
+$4,175.01 
RBA Rb Global Inc.
+0.45%
+$8,316 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.45%
+$1,013.54 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.45%
+$35,385.98 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.45%
+$891.15 
EQIX Equinix, Inc.
+0.45%
+$6,351.95 
GNMA iShares GNMA Bond ETF
+0.45%
+$1,665.07 
HYLS FT Tactical High Yield ETF
+0.44%
+$944.82 
FOXA Fox Corporation
+0.44%
+$5,176.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$44,318.4 
PFG Principal Financial Group, Inc.
+0.44%
+$5,066.88 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$6,669.98 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$170.72 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$45,493 
CVE Cenovus Energy Inc.
+0.42%
+$1,583.16 
PCG PG&E Corporation
+0.42%
+$1,614.4 
AIZ Assurant Inc.
+0.42%
+$5,712.73 
WSFS WSFS Financial Corporation
+0.41%
+$1,297.8 
GOOGL Alphabet Inc
+0.39%
+$215,192.85 
TJX The TJX Companies, Inc.
+0.38%
+$38,732.8 
HUBB Hubbell Inc.
+0.36%
+$1,956.7 
TIP iShares TIPS Bond ETF
+0.36%
+$1,802.38 
GVI iShares Intermediate Government Bond ETF
+0.36%
+$2,666.84 
AJG Arthur J. Gallagher & Co.
+0.34%
+$4,898.06 
LDOS Leidos Holdings Inc.
+0.32%
+$2,301.78 
JAGG JPMorgan U.S. Aggregate Bond ETF
+0.32%
+$8,506.2 
TOWN TowneBank
+0.31%
+$1,499.85 
IGE iShares North American Natural Resources ETF
+0.3%
+$1,326.24 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$55,747.78 
BINC iShares Flexible Income Active ETF
+0.29%
+$52,860.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.29%
+$11,069.4 
KKR KKR & Co. Inc.
+0.28%
+$3,839.94 
FDLO Fidelity Low Volatility Factor ETF
+0.28%
+$873.81 
PSA Public Storage Common Stock
+0.28%
+$1,016.38 
JPIE JPMorgan Income ETF
+0.27%
+$1,113.25 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.27%
+$1,270.5 
UTHR United Therapeutics Corporation
+0.24%
+$1,757.6 
PEG Public Service Enterprise Group Incorporated
+0.23%
+$4,260.92 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.22%
+$1,218.1 
XEL Xcel Energy Inc.
+0.22%
+$4,124.37 
ISRG Intuitive Surgical, Inc.
+0.21%
+$12,537.36 
MUB iShares National Muni Bond ETF
+0.21%
+$88,761.42 
CCEP Coca-Cola Europacific Partners PLC
+0.18%
+$548.46 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.18%
+$883.64 
IDXX IDEXX Laboratories, Inc.
+0.17%
+$699.37 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$25,630.64 
TRV The Travelers Companies, Inc.
+0.17%
+$3,870.98 
LMBS First Trust Low Duration Opportunities ETF
+0.16%
+$1,289.6 
ARCC Ares Capital Corporation
+0.16%
+$814.23 
TMUS T-Mobile US, Inc.
+0.16%
+$8,456.11 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.15%
+$970.97 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$9,074.4 
ZTS Zoetis Inc.
+0.15%
+$1,507.56 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.13%
+$1,153.39 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$547.92 
MDT Medtronic plc
+0.11%
+$1,957.86 
KVUE Kenvue Inc.
+0.11%
+$442.24 
JPLD JPMorgan Limited Duration ETF
+0.11%
+$1,435.58 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$8,360.62 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$236.35 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$202.08 
CGMU Capital Group Municipal Income ETF
+0.07%
+$501.08 
FNF Fidelity National Financial, Inc.
+0.06%
+$930.93 
HAL Halliburton Company
+0.06%
+$246.87 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$289.75 
MEAR iShares Short Maturity Bond ETF
+0.06%
+$2,852.01 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$169.8 
ENB Enbridge Inc.
+0.04%
+$221.05 
FTMH Franklin Municipal High Yield ETF
+0.04%
+$70.31 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$259.73 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.04%
+$98.37 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$7,053.8 
NDAQ Nasdaq, Inc.
+0.02%
+$694.76 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.02%
+$724.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$220.82 
SHV iShares Short Treasury Bond ETF
+0.01%
+$456.27 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$37.38 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BULL
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
HIMU
0%
$0 
JCI
0%
$0 
L
0%
$0 
LEN
0%
$0 
LYV
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SNOW
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TEF Telefonica SA
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
ORCL Oracle Corporation
-8.58%
-$641,960.07 
ADSK Autodesk, Inc.
-7.1%
-$30,226.04 
ADBE Adobe Inc.
-6.25%
-$147,914.1 
FDS FactSet Research Systems Inc.
-5.1%
-$9,067.8 
WDAY Workday Inc.
-5.05%
-$39,558 
DVN Devon Energy Corporation
-4.27%
-$41,049.72 
SAP SAP SE Sponsored ADR
-3.84%
-$23,203.92 
COP ConocoPhillips
-3.8%
-$136,831.92 
SPOT Spotify Technology S.A.
-3.41%
-$34,728.75 
TWFG TWFG, Inc.
-3.02%
-$67,585.32 
SPGI S&P Global Inc.
-3%
-$85,475.57 
VRSN Verisign Inc.
-2.96%
-$13,981.32 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$45,722.93 
OXY Occidental Petroleum Corporation
-2.85%
-$52,745.87 
FICO Fair Isaac Corporation
-2.83%
-$17,417.45 
NOW ServiceNow, Inc.
-2.81%
-$47,808.14 
EOG EOG Resources, Inc.
-2.71%
-$115,246.4 
XOM Exxon Mobil Corporation
-2.68%
-$285,755.21 
CRM Salesforce Inc
-2.6%
-$99,237.56 
INTU Intuit Inc.
-2.58%
-$29,611.4 
RELX Relx PLC Sponsored ADR
-2.55%
-$17,469.54 
FANG Diamondback Energy Inc
-2.52%
-$51,569.12 
WM Waste Management, Inc.
-2.48%
-$94,368.34 
TYL Tyler Technologies Inc.
-2.41%
-$5,832.7 
BSX Boston Scientific Corporation
-2.4%
-$41,492.04 
MSCI MSCI Inc.
-2.38%
-$11,542 
MO Altria Group, Inc.
-2.35%
-$156,798.64 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$10,461.41 
ADP Automatic Data Processing Inc.
-2.29%
-$95,786.21 
BG Bunge Global S.A.
-2.29%
-$16,698.07 
WCN Waste Connections Inc.
-2.24%
-$5,172.81 
RSG Republic Services, Inc.
-2.17%
-$41,738.94 
CVX Chevron Corporation
-2.11%
-$233,804 
MCO Moody's Corporation
-2%
-$13,271.73 
PSX Phillips 66
-1.99%
-$12,152.34 
CBOE Cboe Global Markets Inc.
-1.87%
-$21,990.78 
PAYX Paychex Inc.
-1.81%
-$32,528.25 
MSFT Microsoft Corp.
-1.79%
-$1.01M 
ACN Accenture plc Class A
-1.74%
-$60,552.72 
AMT American Tower Corporation
-1.69%
-$25,531.66 
ALL Allstate Corporation
-1.67%
-$17,489.97 
FIS Fidelity National Information Services, Inc.
-1.62%
-$3,085.11 
AWK American Water Works Company, Inc.
-1.6%
-$12,396.74 
A Agilent Technologies Inc.
-1.58%
-$4,793.41 
CBRE CBRE Group Inc.
-1.57%
-$10,290 
DHR Danaher Corporation
-1.54%
-$35,878.86 
DOLE Dole plc
-1.53%
-$2,288.66 
KMI Kinder Morgan, Inc.
-1.52%
-$4,465.4 
OKE ONEOK, Inc.
-1.51%
-$19,271.79 
IRT Independence Realty Trust Inc.
-1.47%
-$3,865.5 
CCI Crown Castle Inc.
-1.46%
-$3,424.48 
VEEV Veeva Systems Inc.
-1.35%
-$2,968.03 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$73,507.7 
MDLZ Mondelez International, Inc.
-1.31%
-$21,430.92 
JKHY Jack Henry & Associates, Inc.
-1.28%
-$3,315.42 
PM Philip Morris International Inc.
-1.27%
-$177,473.77 
KO The Coca-Cola Company
-1.26%
-$99,636.6 
HAFN Hafnia Ltd
-1.22%
-$2,521.53 
CTSH Cognizant Technology Solutions Corporation
-1.22%
-$23,678.55 
IOT Samsara Inc. Class A Common Stock
-1.2%
-$3,513.9 
V Visa Inc. Class A
-1.19%
-$188,602.25 
WTRG Essential Utilities Inc.
-1.17%
-$2,897.84 
IRTC Irhythm Technologies Inc.
-1.11%
-$12,175.49 
CHD Church & Dwight Co., Inc.
-1.11%
-$14,310.61 
ES Eversource Energy
-1.11%
-$23,399.06 
BR Broadridge Financial Solutions, Inc.
-1.09%
-$1,905.6 
SYK Stryker Corporation
-1.07%
-$43,272.77 
INFY Infosys Limited
-1.06%
-$1,864 
VICI Vici Properties Inc.
-1.06%
-$4,789.8 
PODD Insulet Corporation
-1.01%
-$1,848.32 
PGR Progressive Corporation
-0.97%
-$81,617.24 
ICE Intercontinental Exchange, Inc.
-0.97%
-$16,997.28 
GNW Genworth Financial Inc.
-0.95%
-$884.34 
GRND Grindr Inc.
-0.95%
-$1,298.88 
AZO AutoZone Inc.
-0.93%
-$10,508.85 
KNSL Kinsale Capital Group Inc.
-0.93%
-$69,798.43 
SNPS Synopsys, Inc.
-0.92%
-$11,513.25 
VLO Valero Energy Corporation
-0.92%
-$20,166.33 
WMB The Williams Companies, Inc.
-0.91%
-$37,812.5 
NFLX Netflix, Inc.
-0.89%
-$53,116.26 
MPC Marathon Petroleum Corporation
-0.89%
-$20,110.23 
T AT&T Inc.
-0.86%
-$54,964.6 
WEC WEC Energy Group Inc.
-0.82%
-$27,046.62 
CB Chubb Limited
-0.82%
-$16,509.26 
COST Costco Wholesale Corporation
-0.82%
-$118,480.99 
BILL Bill Holdings Inc.
-0.82%
-$1,013.62 
TTE TotalEnergies SE
-0.81%
-$12,092.4 
SO The Southern Company
-0.79%
-$10,950.75 
CNI Canadian National Railway Company
-0.76%
-$3,222.31 
SSNC SS&C Technologies Holdings Inc.
-0.75%
-$1,815.6 
SEIC SEI Investments Company
-0.73%
-$8,353.15 
ED Consolidated Edison, Inc.
-0.7%
-$8,165.32 
DUK Duke Energy Corporation
-0.67%
-$22,941.62 
PNW Pinnacle West Capital Corporation
-0.66%
-$8,034.36 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$16,848.7 
ALNY Alnylam Pharmaceuticals Inc
-0.63%
-$1,454.85 
RMD ResMed Inc.
-0.62%
-$2,762.43 
VRSK Verisk Analytics Inc.
-0.62%
-$2,935.74 
SCHW Charles Schwab Corporation
-0.62%
-$68,764.85 
ATO Atmos Energy Corporation
-0.6%
-$3,898.44 
CL Colgate-Palmolive Company
-0.6%
-$19,613.34 
CME CME Group Inc.
-0.6%
-$21,947.64 
AFL Aflac Inc.
-0.6%
-$11,309.2 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$2,929.6 
KR Kroger Co.
-0.54%
-$7,459.55 
MA Mastercard Incorporated
-0.54%
-$75,789.12 
VTR Ventas Inc.
-0.53%
-$5,273.1 
ETR Entergy Corporation
-0.52%
-$15,687.54 
AEE Ameren Corporation
-0.52%
-$1,325.52 
YUMC Yum China Holdings Inc.
-0.51%
-$2,747.03 
UNH UnitedHealth Group Incorporated
-0.51%
-$45,462.56 
DSGX The Descartes Systems Group Inc.
-0.49%
-$1,181.88 
RYAN Ryan Specialty Holdings Inc.
-0.46%
-$815.04 
SU Suncor Energy Inc.
-0.45%
-$1,870.4 
PG Procter & Gamble Co
-0.45%
-$54,924.84 
META Meta Platforms Inc Class A
-0.45%
-$141,700.95 
HLN Haleon Plc - ADR
-0.44%
-$2,619.12 
PEP PepsiCo, Inc.
-0.44%
-$28,584.81 
ORLY O'Reilly Automotive Inc.
-0.43%
-$21,075.21 
STE STERIS plc
-0.43%
-$898.01 
CNP CenterPoint Energy Inc.
-0.42%
-$1,344.96 
ROP Roper Technologies Inc.
-0.42%
-$3,951.77 
BRO Brown & Brown Inc.
-0.41%
-$768.75 
FISV Fiserv, Inc.
-0.41%
-$1,978.46 
MCK McKesson Corporation
-0.4%
-$22,681.72 
LVS Las Vegas Sands Corp.
-0.39%
-$752.6 
WB Weibo Corporation American Depositary Receipt
-0.39%
-$433.26 
NEE NextEra Energy, Inc.
-0.39%
-$18,163.86 
E Eni S.p.A. Sponsored ADR
-0.38%
-$1,171.98 
AON Aon plc
-0.37%
-$10,740.36 
PPL PPL Corporation
-0.36%
-$7,511.01 
CDNS Cadence Design Systems, Inc.
-0.35%
-$3,228.97 
WU Western Union Co.
-0.34%
-$1,261.1 
EW Edwards Lifesciences Corporation
-0.33%
-$847.84 
WELL Welltower Inc.
-0.32%
-$16,134.27 
TWLO Twilio Inc.
-0.31%
-$3,322.15 
CI The Cigna Group
-0.31%
-$2,738 
O Realty Income Corporation
-0.31%
-$1,156.15 
BDX Becton, Dickinson and Company
-0.28%
-$773.41 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$1,607.01 
MSI Motorola Solutions, Inc.
-0.27%
-$2,071.3 
GWW W.W. Grainger, Inc.
-0.26%
-$1,243.53 
SHEL Shell plc
-0.26%
-$1,337.38 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.25%
-$1,505.7 
IHS IHS Holding Ltd.
-0.24%
-$378.82 
RF-PF Regions Financial Corporation
-0.24%
-$4,828.32 
EXC Exelon Corporation
-0.22%
-$4,131.1 
DTE DTE Energy Company
-0.21%
-$2,370.26 
ACGL Arch Capital Group Ltd
-0.2%
-$375.84 
WST West Pharmaceutical Services, Inc.
-0.17%
-$437.32 
NTAP NetApp, Inc.
-0.12%
-$1,148.74 
SMB VanEck Short Muni ETF
-0.12%
-$910.76 
COCO The Vita Coco Company, Inc.
-0.11%
-$653.58 
AEP American Electric Power Company, Inc.
-0.1%
-$3,975.27 
AMP Ameriprise Financial, Inc.
-0.09%
-$282.49 
WMT Walmart Inc.
-0.09%
-$20,392.02 
UGI UGI Corporation
-0.09%
-$475.11 
ABBV AbbVie Inc.
-0.08%
-$6,324.15 
CMCSA Comcast Corp
-0.08%
-$799.38 
VNQ Vanguard Real Estate ETF
-0.08%
-$224.24 
EA Electronic Arts Inc.
-0.07%
-$317.7 
D Dominion Energy, Inc.
-0.06%
-$1,846.56 
DGICA Donegal Group Inc.
-0.06%
-$139.58 
JNJ Johnson & Johnson
-0.05%
-$7,821.72 
NI NiSource Inc.
-0.04%
-$771.8 
VZ Verizon Communications Inc.
-0.04%
-$2,989.36 
HPQ HP Inc.
-0.04%
-$164.47 
KMB Kimberly-Clark Corporation
-0.04%
-$507.12 
GIS General Mills, Inc.
-0.03%
-$769.75 Events
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Dividends
Dividend Analysis
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| Trades 8924 | Longs Won 5181/8924 58% | Profit Factor 4.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $650,768.85 |
| Average Win $179,813.16 | Best Trade (Jun 11) $26.09M | Sharpe Ratio -6.03 |
| Average Loss -$56,643.26 | Worst Trade (Sep 30) -$13.97M | Z-Score -5.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 4d | Expectancy $80,636.07 |
| 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 |
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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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