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:
78.71%
Gain -0.32%
Monthly
0.94%
Yearly
11.88%
Drawdown
21.74%
$3.18B
Equity
Holdings
$3.18B
Investment
$2.52B
$735.84M
Profit -$7.69M
Realized
$83.04M
Unrealized
$652.8M
Dividends
$129.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$7.69M
Win %
73%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$7.69M
Win %
73%
This Month
Compared to last month
Gain
-0.8%
Profit
-$25.62M
Win %
73%
This Year
Compared to last year
Gain
10.15%
Profit
$292.51M
Win %
73%
AGX Argan Inc.
+8.64%
+$18,763.26 
BULL Webull Corporation
+5.88%
+$16,946.45 
BABA Alibaba Group Holding Limited SP ADR
+4.78%
+$17,743.68 
NYAX Nayax Ltd.
+4.47%
+$11,295.36 
MDB MongoDB Inc.
+4.19%
+$13,001.52 
TER Teradyne, Inc.
+4.13%
+$17,263.41 
GRFS Grifols, S.A. American Depositary Receipt
+4.06%
+$5,204.69 
TEN Tsakos Energy Navigation Ltd.
+3.55%
+$6,963.36 
MRVL Marvell Technology, Inc.
+3.47%
+$28,060.2 
VNET VNET Group Inc. American Depositary Receipt
+3.45%
+$2,680.82 
SPOT Spotify Technology S.A.
+3.13%
+$18,158.61 
INTC Intel Corporation
+2.97%
+$143,955.36 
DASH DoorDash, Inc.
+2.95%
+$40,136.32 
WB Weibo Corporation American Depositary Receipt
+2.9%
+$3,026.93 
AMD Advanced Micro Devices, Inc.
+2.72%
+$405,482.12 
WDC Western Digital Corporation
+2.66%
+$118,202.91 
ALNY Alnylam Pharmaceuticals Inc
+2.61%
+$4,376.46 
ELV Elevance Health, Inc.
+2.6%
+$14,366.16 
TWFG TWFG, Inc.
+2.6%
+$119,492.77 
SNDK SanDisk Corporation
+2.59%
+$23,012.48 
CLS Celestica Inc.
+2.57%
+$14,430.5 
PLTR Palantir Technologies Inc.
+2.52%
+$83,551.76 
DDOG Datadog, Inc. Class A Common Stock
+2.4%
+$14,235.2 
AVGO Broadcom Inc.
+2.33%
+$707,232.65 
STX Seagate Technology Holdings plc
+2.32%
+$121,173.36 
CAG Conagra Brands Inc.
+2.31%
+$11,300.19 
TOST Toast Inc.
+2.28%
+$20,473.28 
LYB LyondellBasell Industries N.V.
+2.25%
+$7,372.19 
TLK Telkom Indonesia Persero Tbk. - ADR
+2.22%
+$7,134.73 
PODD Insulet Corporation
+2.19%
+$4,558.46 
MPWR Monolithic Power Systems, Inc.
+2.16%
+$6,454.68 
ISRG Intuitive Surgical, Inc.
+2.12%
+$101,601.13 
KNSL Kinsale Capital Group Inc.
+2.02%
+$183,249.84 
BBDO Banco Bradesco S.A.
+1.94%
+$3,172.92 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
+1.92%
+$1,944.36 
MSFT Microsoft Corp.
+1.88%
+$1.05M 
SHOP Shopify Inc.
+1.88%
+$14,657.76 
GEV GE Vernova Inc.
+1.88%
+$138,255.25 
MU Micron Technology, Inc.
+1.86%
+$201,272.97 
EBAY eBay Inc.
+1.83%
+$41,498.67 
CVE Cenovus Energy Inc.
+1.81%
+$6,180.19 
KT KT Corporation
+1.74%
+$3,572.77 
PBR Petrobras S.A. Sponsored ADR
+1.73%
+$4,593.03 
FISV Fiserv, Inc.
+1.72%
+$13,083.93 
GOOG Alphabet Inc
+1.68%
+$493,210.9 
JBL Jabil Inc.
+1.67%
+$20,566.94 
COCO The Vita Coco Company, Inc.
+1.67%
+$7,971.48 
NOW ServiceNow, Inc.
+1.67%
+$48,620.96 
CBOE Cboe Global Markets Inc.
+1.66%
+$17,311.47 
NRG NRG Energy, Inc.
+1.6%
+$3,069.81 
GOOGL Alphabet Inc
+1.59%
+$873,420.84 
HAFN Hafnia Ltd
+1.59%
+$3,161.58 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.58%
+$1,538.55 
ULTA Ulta Beauty Inc.
+1.56%
+$6,534.97 
RELX Relx PLC Sponsored ADR
+1.54%
+$8,571.68 
TMUS T-Mobile US, Inc.
+1.54%
+$86,366.88 
CRM Salesforce Inc
+1.52%
+$51,006.8 
CIEN Ciena Corporation
+1.52%
+$6,743.1 
VLO Valero Energy Corporation
+1.52%
+$40,138.62 
PGR Progressive Corporation
+1.46%
+$127,567.52 
SCCO Southern Copper Corporation
+1.46%
+$3,930.66 
ALL Allstate Corporation
+1.44%
+$16,344 
WMB The Williams Companies, Inc.
+1.34%
+$46,625.46 
ICE Intercontinental Exchange, Inc.
+1.27%
+$23,252.5 
PSX Phillips 66
+1.26%
+$10,134.63 
VST Vistra Corp
+1.25%
+$13,756.54 
DLR Digital Realty Trust, Inc.
+1.25%
+$2,719.24 
KMI Kinder Morgan, Inc.
+1.24%
+$5,599.2 
COP ConocoPhillips
+1.2%
+$35,991.78 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+1.18%
+$4,042.82 
NOC Northrop Grumman Corporation
+1.15%
+$20,898.07 
VIV Telefonica Brasil S.A. ADR
+1.15%
+$3,673.12 
CVX Chevron Corporation
+1.14%
+$121,234.41 
BG Bunge Global S.A.
+1.09%
+$10,173.78 
CI The Cigna Group
+1.09%
+$9,876.9 
INTU Intuit Inc.
+1.08%
+$10,990.03 
TWLO Twilio Inc.
+1.07%
+$9,102.99 
MPC Marathon Petroleum Corporation
+1.06%
+$28,432.8 
P Everpure Inc.
+0.97%
+$5,311.76 
AMZN Amazon.com Inc
+0.94%
+$397,367.52 
EOG EOG Resources, Inc.
+0.89%
+$36,845 
STZ Constellation Brands, Inc.
+0.88%
+$6,767.22 
ANET Arista Networks, Inc.
+0.87%
+$229,334.7 
XOM Exxon Mobil Corporation
+0.84%
+$82,921.28 
OMC Omnicom Group Inc.
+0.81%
+$12,562.44 
ABT Abbott Laboratories
+0.8%
+$23,584.08 
FFIV F5 Inc.
+0.8%
+$3,049.93 
TJX The TJX Companies, Inc.
+0.79%
+$71,921.44 
ROST Ross Stores, Inc.
+0.79%
+$22,733.69 
ARM Arm Holdings plc American Depositary Receipt
+0.76%
+$3,688.51 
CEG Constellation Energy Corporation
+0.74%
+$3,152.82 
PWR Quanta Services Inc.
+0.74%
+$27,587.2 
HAL Halliburton Company
+0.74%
+$3,413.28 
OXY Occidental Petroleum Corporation
+0.74%
+$8,888.53 
APP AppLovin Corporation Class A Common Stock
+0.74%
+$6,936.3 
UAL United Airlines Holdings, Inc.
+0.74%
+$6,420.05 
IDCC InterDigital, Inc.
+0.72%
+$1,676.94 
XLE Energy Select Sector SPDR Fund
+0.72%
+$3,921.34 
V Visa Inc. Class A
+0.71%
+$122,997.7 
CCEP Coca-Cola Europacific Partners PLC
+0.7%
+$1,790.8 
DUK Duke Energy Corporation
+0.68%
+$23,329.1 
LVS Las Vegas Sands Corp.
+0.67%
+$1,356.64 
FIS Fidelity National Information Services, Inc.
+0.66%
+$1,449.53 
KHC The Kraft Heinz Company
+0.64%
+$2,815.56 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$262,731.6 
NXPI NXP Semiconductors N.V.
+0.62%
+$3,409.64 
MA Mastercard Incorporated
+0.62%
+$98,593.26 
CNQ Canadian Natural Resources Limited
+0.6%
+$1,132.61 
EQNR Equinor ASA Sponsored ADR
+0.6%
+$1,752.75 
PTC PTC Inc.
+0.59%
+$1,348.28 
TM Toyota Motor Corporation
+0.58%
+$2,592.51 
TFPM Triple Flag Precious Metals Corp
+0.57%
+$4,825.46 
FCX Freeport-McMoRan Inc.
+0.56%
+$2,505.69 
ACN Accenture plc Class A
+0.56%
+$15,483.96 
GLNG Golar LNG Ltd.
+0.56%
+$1,326.08 
SCHW Charles Schwab Corporation
+0.56%
+$73,409.73 
TXN Texas Instruments Inc
+0.56%
+$17,124.19 
T AT&T Inc.
+0.56%
+$33,292.46 
SII Sprott Inc.
+0.56%
+$857.24 
EEM iShares MSCI Emerging Markets ETF
+0.55%
+$3,341.8 
BP BP p.l.c. Sponsored ADR
+0.55%
+$1,334.69 
SPMO Invesco S&P 500 Momentum ETF
+0.54%
+$207,841.92 
IYW iShares U.S. Technology ETF
+0.54%
+$27,118.6 
RTX RTX Corporation
+0.53%
+$29,443.12 
IGM iShares Expanded Tech Sector ETF
+0.52%
+$6,493.8 
DD DuPont de Nemours, Inc.
+0.49%
+$978.79 
MTUM iShares MSCI USA Momentum Factor ETF
+0.49%
+$5,268.8 
MDT Medtronic plc
+0.49%
+$8,377.83 
GD General Dynamics Corporation
+0.48%
+$11,702.46 
IRTC Irhythm Technologies Inc.
+0.48%
+$4,978.71 
LYV Live Nation Entertainment, Inc.
+0.48%
+$1,218 
HLT Hilton Worldwide Holdings Inc.
+0.48%
+$7,724.64 
ICVT iShares Convertible Bond ETF
+0.47%
+$12,607.92 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.45%
+$1,142.09 
KGC Kinross Gold Corporation
+0.44%
+$2,354.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.43%
+$41,492.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$417,526.71 
PAYX Paychex Inc.
+0.42%
+$8,745.12 
VGT Vanguard Information Technology ETF
+0.42%
+$16,938.8 
FICO Fair Isaac Corporation
+0.41%
+$2,274.81 
META Meta Platforms Inc Class A
+0.41%
+$149,957.75 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,737.78 
CMCSA Comcast Corp
+0.4%
+$5,442.07 
DVN Devon Energy Corporation
+0.39%
+$4,320.89 
IBN ICICI Bank Limited Sponsored ADR
+0.39%
+$2,214.44 
CWB SPDR Bloomberg Convertible Securities ETF
+0.38%
+$1,408.68 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$5,817.15 
JKHY Jack Henry & Associates, Inc.
+0.38%
+$1,101.7 
CME CME Group Inc.
+0.36%
+$13,201.12 
OKE ONEOK, Inc.
+0.35%
+$5,858.16 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$4,000.6 
B BARRICK MINING CORP Common Stock (ABR0)
+0.34%
+$2,247.84 
FTNT Fortinet Inc.
+0.33%
+$2,114.1 
IBM International Business Machines Corporation
+0.31%
+$12,142.9 
WELL Welltower Inc.
+0.3%
+$16,606.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.28%
+$912.96 
HON Honeywell International Inc.
+0.28%
+$2,896.64 
VUG Vanguard Growth ETF
+0.28%
+$15,226.59 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.27%
+$1,403.52 
NDAQ Nasdaq, Inc.
+0.26%
+$3,840 
VRSK Verisk Analytics Inc.
+0.26%
+$1,085.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$42,312.3 
CDNS Cadence Design Systems, Inc.
+0.26%
+$1,688.1 
APD Air Products and Chemicals, Inc.
+0.25%
+$5,471.93 
TEL TE Connectivity plc
+0.25%
+$1,447 
IWF iShares Russell 1000 Growth ETF
+0.24%
+$77,554.12 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.24%
+$701.95 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.24%
+$851.22 
PCG PG&E Corporation
+0.23%
+$946.88 
KVUE Kenvue Inc.
+0.21%
+$1,224.28 
XLC Communication Services Select Sector SPDR Fund
+0.21%
+$1,507.88 
JGRO JPMorgan Active Growth ETF
+0.2%
+$8,060.56 
KO The Coca-Cola Company
+0.2%
+$15,208.87 
CW Curtiss-Wright Corporation
+0.2%
+$1,604.51 
MAR Marriott International Inc. - Class A
+0.19%
+$3,117.42 
OTIS Otis Worldwide Corporation
+0.18%
+$438.88 
DLTR Dollar Tree, Inc.
+0.17%
+$1,016.4 
DXJ WisdomTree Japan Hedged Equity Fund
+0.16%
+$752.67 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$9,906.03 
BLCR iShares Large Cap Core ACT ETF
+0.15%
+$35,284.72 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.14%
+$566.24 
BSX Boston Scientific Corporation
+0.14%
+$2,076.09 
SEI Solaris Energy Infrastructure Inc.
+0.13%
+$328.24 
ZM Zoom Video Communications, Inc.
+0.13%
+$312.96 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.13%
+$559.12 
SU Suncor Energy Inc.
+0.13%
+$526.96 
YUMC Yum China Holdings Inc.
+0.12%
+$875.87 
EA Electronic Arts Inc.
+0.12%
+$759.43 
HSY The Hershey Company
+0.12%
+$591.36 
IHS IHS Holding Ltd.
+0.12%
+$199.08 
VOT Vanguard Mid-Cap Growth ETF
+0.12%
+$9,647.28 
L Loews Corporation
+0.11%
+$426.27 
ROP Roper Technologies Inc.
+0.11%
+$1,015.97 
XAR SPDR S&P Aerospace & Defense ETF
+0.11%
+$519.12 
FANG Diamondback Energy Inc
+0.11%
+$2,521.68 
LDOS Leidos Holdings Inc.
+0.1%
+$609.95 
NVDA NVIDIA Corporation
+0.08%
+$65,765.14 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.07%
+$657.93 
MGK Vanguard Mega Cap Growth ETF
+0.07%
+$2,003.7 
FOX Fox Corporation Class B Common Stock
+0.07%
+$415.45 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$4,273.95 
SMB VanEck Short Muni ETF
+0.06%
+$429.9 
CB Chubb Limited
+0.06%
+$1,369.2 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$152.92 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.04%
+$21,552.93 
USXF iShares ESG Aware MSCI USA ETF
+0.04%
+$131.43 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$203.13 
ETN Eaton Corporation plc
+0.03%
+$928.85 
SSNC SS&C Technologies Holdings Inc.
+0.03%
+$74.98 
HWKN Hawkins Inc.
+0.03%
+$1,142.84 
KMB Kimberly-Clark Corporation
+0.03%
+$393.21 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$287.41 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$2,770.35 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$3,663.2 
CINF Cincinnati Financial Corporation
+0.02%
+$355.29 
OEF iShares S&P 100 ETF
+0.02%
+$1,542.38 
EWJ iShares MSCI Japan ETF
+0.02%
+$1,072.23 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$859.17 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$41.22 
THRO iShares U.S. Thematic Rotation Active ETF
+0.01%
+$3,938.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$129.93 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$28.68 
SHV iShares Short Treasury Bond ETF
+0.01%
+$156.37 
AJG Arthur J. Gallagher & Co.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
-$0.2 
HIMU
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VSTS Vestis Corporation
0%
$0 
ANAB AnaptysBio Inc.
-11.86%
-$58,019.04 
AAON Aaon Inc.
-6.83%
-$468,205.25 
RYAAY Ryanair Holdings plc American Depositary Receipt
-6.42%
-$24,530.04 
CSL Carlisle Companies Inc.
-5.4%
-$13,241.5 
UMC United Microelectronics Corp. Sponsored ADR
-4.28%
-$13,052.13 
KKR KKR & Co. Inc.
-4.24%
-$53,882.1 
UPS United Parcel Service, Inc.
-3.84%
-$114,817.35 
SENEA Seneca Foods Corporation Class A
-3.78%
-$9,683.58 
WBD Warner Bros. Discovery, Inc.
-3.68%
-$11,661.21 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-3.67%
-$9,158.58 
SON Sonoco Products Co.
-3.61%
-$20,512.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.38%
-$23,821.2 
IP International Paper Company
-3.38%
-$11,950.7 
ORCL Oracle Corporation
-3.22%
-$128,122.07 
TFC Truist Financial Corporation
-3.18%
-$69,138 
CX Cemex S.A.B. de C.V. Sponsored ADR
-3.16%
-$9,181.95 
VMC Vulcan Materials Company
-3.1%
-$15,250.8 
DELL Dell Technologies Inc.
-3.1%
-$41,214.93 
DHI D.R. Horton, Inc.
-3.07%
-$22,018.23 
CRH CRH plc
-3.06%
-$25,097.1 
RS Reliance Inc.
-3.05%
-$12,999.39 
BX Blackstone Inc.
-2.93%
-$92,352.72 
URI United Rentals, Inc.
-2.92%
-$12,043.53 
GSK GSK plc Sponsored ADR
-2.89%
-$5,531.5 
CM Canadian Imperial Bank of Commerce
-2.83%
-$10,866.24 
EMR Emerson Electric Co.
-2.77%
-$52,597.17 
BNS Bank of Nova Scotia
-2.76%
-$9,218.04 
MTD Mettler-Toledo International Inc.
-2.71%
-$8,989.09 
AZN AstraZeneca PLC American Depositary Shares
-2.68%
-$37,317.12 
WU Western Union Co.
-2.65%
-$15,444.67 
BIIB Biogen Inc.
-2.63%
-$37,051.12 
SW Smurfit WestRock PLC
-2.62%
-$24,934.2 
TSLA Tesla, Inc.
-2.59%
-$271,534.95 
BN Brookfield Corporation
-2.58%
-$7,997.62 
EXPD Expeditors International of Washington, Inc.
-2.57%
-$39,541.39 
ULS Ul Solutions Inc.
-2.54%
-$20,326.45 
IR Ingersoll Rand Inc.
-2.49%
-$21,207.25 
NVS Novartis AG Sponsored ADR
-2.48%
-$50,579.86 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-2.45%
-$7,740 
MDLN Medline Inc.
-2.44%
-$15,927.4 
TD The Toronto-Dominion Bank
-2.43%
-$15,987 
GE General Electric Company
-2.41%
-$148,966.46 
DE Deere & Company
-2.38%
-$59,838.76 
AU AngloGold Ashanti plc
-2.37%
-$23,304.6 
MLM Martin Marietta Materials, Inc.
-2.36%
-$30,651.97 
UBS UBS Group AG
-2.35%
-$21,373.88 
DRI Darden Restaurants, Inc.
-2.32%
-$21,454.94 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.32%
-$4,176.69 
CARR Carrier Global Corporation
-2.31%
-$10,943.97 
LION Lionsgate Studios Corp.
-2.31%
-$3,709.44 
PHM PulteGroup Inc.
-2.3%
-$34,843.5 
LLY Eli Lilly and Company
-2.28%
-$465,942.69 
DGX Quest Diagnostics Inc.
-2.28%
-$8,489.65 
LOW Lowe's Companies Inc.
-2.24%
-$62,431.2 
MS Morgan Stanley
-2.24%
-$75,304.37 
MRK Merck & Co., Inc.
-2.18%
-$103,388.2 
FNF Fidelity National Financial, Inc.
-2.18%
-$33,636.71 
BHC Bausch Health Companies Inc.
-2.17%
-$1,843.8 
PKG Packaging Corporation of America
-2.14%
-$39,615.9 
RY Royal Bank of Canada
-2.08%
-$24,654.54 
MFC Manulife Financial Corporation
-2.07%
-$11,540.7 
BA Boeing Company
-2.05%
-$86,456.66 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-2.04%
-$3,060.4 
GPC Genuine Parts Company
-2.04%
-$5,125.72 
NFLX Netflix, Inc.
-2.03%
-$114,493.4 
BLDR Builders FirstSource, Inc.
-2.02%
-$50,785.6 
HPQ HP Inc.
-1.97%
-$8,207.5 
UNP Union Pacific Corporation
-1.97%
-$115,864.35 
FDX FedEx Corporation
-1.96%
-$14,036.04 
STLD Steel Dynamics Inc.
-1.94%
-$7,086.68 
BMO Bank of Montreal
-1.94%
-$9,788.69 
PFG Principal Financial Group, Inc.
-1.93%
-$24,382.6 
IBP Installed Building Products Inc.
-1.92%
-$122,096.88 
SHW The Sherwin-Williams Company
-1.88%
-$38,151.36 
GWW W.W. Grainger, Inc.
-1.88%
-$9,288.97 
SUNB Sunbelt Rentals Holdings, Inc.
-1.87%
-$18,922.75 
WAB Wabtec Corporation
-1.87%
-$37,595.79 
AMT American Tower Corporation
-1.87%
-$23,980.38 
HSBC HSBC Holdings plc Sponsored ADR
-1.83%
-$24,819.76 
ITW Illinois Tool Works Inc.
-1.83%
-$39,921.84 
KLAC KLA Corporation
-1.82%
-$147,911.4 
CAT Caterpillar Inc.
-1.8%
-$100,853.55 
HPE Hewlett Packard Enterprise Company
-1.79%
-$21,739.84 
RF Regions Financial Corporation
-1.78%
-$48,082.07 
LRCX Lam Research Corporation
-1.77%
-$114,244.13 
WSM Williams-Sonoma, Inc.
-1.77%
-$8,505 
PLD Prologis Inc.
-1.74%
-$46,272.2 
LNTH Lantheus Holdings, Inc.
-1.72%
-$7,481.4 
MNST Monster Beverage Corporation
-1.71%
-$35,270.4 
USFD US Foods Holding Corp
-1.7%
-$6,134.7 
EQH Equitable Holdings, Inc.
-1.69%
-$5,438.16 
CBRE CBRE Group Inc.
-1.69%
-$8,936.9 
HD The Home Depot, Inc.
-1.68%
-$164,570.4 
FAST Fastenal Co.
-1.66%
-$77,635.14 
BLK BlackRock, Inc.
-1.64%
-$23,526.95 
HE Hawaiian Electric Industries Inc.
-1.64%
-$2,448.6 
SAN Banco Santander S.A. Sponsored ADR
-1.62%
-$15,584.92 
PEP PepsiCo, Inc.
-1.62%
-$98,698.98 
ECL Ecolab Inc.
-1.57%
-$47,495.16 
DTE DTE Energy Company
-1.55%
-$17,834.44 
AZO AutoZone Inc.
-1.54%
-$16,199.7 
DIS The Walt Disney Company
-1.54%
-$31,348.5 
XBI SPDR S&P Biotech ETF
-1.53%
-$8,012.2 
LEN Lennar Corporation
-1.52%
-$14,027.55 
MEDP Medpace Holdings Inc.
-1.52%
-$156,398.31 
RIO Rio Tinto Plc Sponsored ADR
-1.51%
-$5,066 
NWG NatWest Group plc Sponsored ADR
-1.51%
-$5,894.91 
WFC Wells Fargo & Company
-1.5%
-$59,762.81 
NLY Annaly Capital Management, Inc.
-1.5%
-$4,994.91 
WSFS WSFS Financial Corporation
-1.5%
-$5,189.89 
WMT Walmart Inc.
-1.47%
-$304,414.32 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$55,419.98 
CSX CSX Corporation
-1.45%
-$36,991.82 
CL Colgate-Palmolive Company
-1.44%
-$51,359.52 
AAPL Apple Inc.
-1.42%
-$1.34M 
ARCC Ares Capital Corporation
-1.41%
-$6,854.22 
TKO Tko Group Holdings Inc.
-1.4%
-$2,812.74 
SRE Sempra
-1.4%
-$18,054.84 
TDY Teledyne Technologies Incorporated
-1.4%
-$5,339.74 
JNJ Johnson & Johnson
-1.39%
-$242,183.73 
MDLZ Mondelez International, Inc.
-1.38%
-$17,241.84 
NSC Norfolk Southern Corporation
-1.38%
-$39,728.8 
GNTX Gentex Corporation
-1.38%
-$3,230.74 
CTAS Cintas Corporation
-1.37%
-$93,674.16 
NVO Novo Nordisk A/S Sponsored ADR
-1.37%
-$5,992.14 
F Ford Motor Company
-1.37%
-$70,756.53 
ODFL Old Dominion Freight Line, Inc.
-1.36%
-$18,777.9 
CMI Cummins Inc.
-1.31%
-$19,529.49 
AWK American Water Works Company, Inc.
-1.3%
-$7,103.32 
AME Ametek Inc.
-1.29%
-$33,429.23 
IBB iShares Biotechnology ETF
-1.29%
-$14,044.58 
UTHR United Therapeutics Corporation
-1.28%
-$8,647.56 
PANW Palo Alto Networks, Inc.
-1.27%
-$75,652.85 
ORLY O'Reilly Automotive Inc.
-1.27%
-$57,703.51 
LYG Lloyds Banking Group Plc ADR
-1.26%
-$4,273.27 
PCAR PACCAR Inc.
-1.26%
-$5,130.65 
AVY Avery Dennison Corporation
-1.24%
-$2,719.2 
RACE Ferrari N.V.
-1.23%
-$2,896.95 
BAC Bank of America Corporation
-1.22%
-$95,475.75 
BCAX Bicara Therapeutics Inc.
-1.2%
-$4,692.8 
EWU iShares MSCI United Kingdom ETF
-1.19%
-$40,149.76 
MCO Moody's Corporation
-1.18%
-$8,622.89 
SHEL Shell plc
-1.18%
-$8,140.09 
SNA Snap-on Inc.
-1.17%
-$4,213.56 
SNPS Synopsys, Inc.
-1.16%
-$11,648.82 
WTRG Essential Utilities Inc.
-1.16%
-$2,960.56 
NI NiSource Inc.
-1.15%
-$12,767.7 
PEG Public Service Enterprise Group Incorporated
-1.15%
-$14,198.55 
PNW Pinnacle West Capital Corporation
-1.15%
-$11,644.84 
EWC iShares MSCI Canada ETF
-1.14%
-$44,659.68 
CMS CMS Energy Corporation
-1.14%
-$14,110.32 
ED Consolidated Edison, Inc.
-1.13%
-$15,201.9 
KEY KeyCorp
-1.12%
-$12,882.44 
PFE Pfizer Inc.
-1.12%
-$51,682.4 
MCK McKesson Corporation
-1.11%
-$63,050.54 
NKE Nike, Inc. - Class B
-1.11%
-$16,520.07 
ROK Rockwell Automation, Inc.
-1.08%
-$35,358.07 
DOLE Dole plc
-1.07%
-$1,631.68 
QSR Restaurant Brands International Inc.
-1.07%
-$2,333.7 
BKNG Booking Holdings Inc.
-1.06%
-$14,137.25 
STE STERIS plc
-1.04%
-$2,178.64 
COR Cencora, Inc.
-1.03%
-$17,922.42 
AXP American Express Company
-1.03%
-$104,357.87 
PRU Prudential Financial, Inc.
-1.02%
-$11,414.32 
ZTS Zoetis Inc.
-1.02%
-$10,635.97 
NTRS Northern Trust Corporation
-1.02%
-$14,959.35 
CFG Citizens Financial Group, Inc.
-1.02%
-$61,096.62 
IEV iShares Europe ETF
-1.02%
-$7,333.4 
PPL PPL Corporation
-1.02%
-$20,017.33 
FERG Ferguson Enterprises Inc
-1.01%
-$28,058.99 
LEA Lear Corporation
-1.01%
-$2,691.26 
MET MetLife Inc.
-1%
-$28,745.01 
NTAP NetApp, Inc.
-1%
-$9,120.03 
JCI Johnson Controls International plc
-1%
-$8,776.6 
RBA Rb Global Inc.
-0.99%
-$16,616.99 
O Realty Income Corporation
-0.99%
-$6,261.45 
FITB Fifth Third Bancorp
-0.98%
-$11,341.86 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.98%
-$12,392.04 
VIS Vanguard Industrials ETF
-0.98%
-$6,817.39 
MLI Mueller Industries Inc.
-0.97%
-$2,685.25 
DHR Danaher Corporation
-0.97%
-$22,096.8 
KR Kroger Co.
-0.97%
-$11,760.24 
PH Parker-Hannifin Corporation
-0.97%
-$29,281.56 
HBAN Huntington Bancshares Incorporated
-0.96%
-$15,725.85 
IEUR iShares Core MSCI Europe ETF
-0.96%
-$9,552.96 
VRTX Vertex Pharmaceuticals Incorporated
-0.96%
-$20,506.5 
AON Aon plc
-0.95%
-$22,970.43 
ICLN iShares Global Clean Energy ETF
-0.95%
-$3,252.03 
AEE Ameren Corporation
-0.95%
-$2,434.82 
NEE NextEra Energy, Inc.
-0.95%
-$33,906.6 
D Dominion Energy, Inc.
-0.94%
-$31,968.38 
SBUX Starbucks Corporation
-0.94%
-$34,113.42 
XLV Health Care Select Sector SPDR Fund
-0.94%
-$6,597.17 
SLB Schlumberger Limited
-0.94%
-$5,716.04 
ROL Rollins, Inc.
-0.93%
-$2,011.38 
CTSH Cognizant Technology Solutions Corporation
-0.92%
-$11,912.14 
BMY Bristol-Myers Squibb Company
-0.91%
-$21,127.19 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$54,085.22 
JPM JPMorgan Chase & Co.
-0.89%
-$251,829.35 
CAH Cardinal Health Inc.
-0.88%
-$12,697.72 
HEI.A Heico Corporation
-0.88%
-$78,143.64 
AIG American International Group Inc.
-0.88%
-$5,698.46 
VALE Vale S.A.
-0.88%
-$6,734.87 
EXPE Expedia Group, Inc.
-0.85%
-$12,418.72 
ADBE Adobe Inc.
-0.85%
-$14,051.84 
BRX Brixmor Property Group Inc.
-0.84%
-$2,082.85 
BKR Baker Hughes Company
-0.84%
-$6,550.86 
GS The Goldman Sachs Group, Inc.
-0.84%
-$50,070.29 
TROW T. Rowe Price Group, Inc.
-0.83%
-$3,686.76 
UNH UnitedHealth Group Incorporated
-0.83%
-$59,741.78 
WEC WEC Energy Group Inc.
-0.83%
-$24,960.76 
HUBB Hubbell Inc.
-0.82%
-$5,856.37 
DFAT Dimensional US Targeted Value ETF
-0.82%
-$2,039.86 
DXCM DexCom, Inc.
-0.81%
-$7,717.14 
NET Cloudflare Inc.
-0.81%
-$5,364 
ES Eversource Energy
-0.8%
-$19,242 
ETR Entergy Corporation
-0.8%
-$19,196.1 
PG Procter & Gamble Co
-0.79%
-$89,582.06 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.78%
-$3,576.53 
IDXX IDEXX Laboratories, Inc.
-0.77%
-$2,649.15 
AEP American Electric Power Company, Inc.
-0.76%
-$33,007.81 
SYY Sysco Corporation
-0.76%
-$5,269.38 
TDG TransDigm Group Inc.
-0.76%
-$15,323.64 
EXC Exelon Corporation
-0.76%
-$15,665.3 
ITA iShares U.S. Aerospace & Defense ETF
-0.75%
-$1,745.7 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.75%
-$9,430.8 
IVLU iShares MSCI International Value Factor ETF
-0.74%
-$8,894.52 
TPR Tapestry Inc.
-0.73%
-$10,525.84 
RSG Republic Services, Inc.
-0.73%
-$16,408.98 
EZU iShares MSCI Eurozone ETF
-0.73%
-$86,203.76 
EFV iShares MSCI EAFE Value ETF
-0.72%
-$252,153.85 
VNQ Vanguard Real Estate ETF
-0.72%
-$2,041.92 
EFG iShares MSCI EAFE Growth ETF
-0.72%
-$29,959.82 
DFAS Dimensional U.S. Small Cap ETF
-0.71%
-$3,100.1 
FCFS FirstCash Holdings, Inc.
-0.71%
-$2,191.84 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.71%
-$1,656.4 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.7%
-$2,944.51 
GILD Gilead Sciences Inc.
-0.69%
-$57,209.28 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.68%
-$133,357.87 
GIS General Mills, Inc.
-0.67%
-$16,857.54 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$12,288 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$18,193.17 
EFA iShares MSCI EAFE ETF
-0.65%
-$71,483.85 
TLT iShares 20+ Year Treasury Bond ETF
-0.65%
-$7,336.24 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,458.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.64%
-$8,737.53 
FNDC Schwab Fundamental International Small Company Index ETF
-0.64%
-$5,346.26 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.64%
-$5,040 
IRT Independence Realty Trust Inc.
-0.63%
-$1,623.51 
ABBV AbbVie Inc.
-0.63%
-$53,541.19 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$29,432.48 
DVY iShares Select Dividend ETF
-0.63%
-$4,395.18 
COST Costco Wholesale Corporation
-0.63%
-$92,337.84 
PM Philip Morris International Inc.
-0.63%
-$91,380.41 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.63%
-$1,500.8 
ABNB Airbnb, Inc.
-0.62%
-$3,009.37 
E Eni S.p.A. Sponsored ADR
-0.62%
-$1,901.85 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$69,714.6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.62%
-$126,849.8 
MGV Vanguard Mega Cap Value ETF
-0.62%
-$18,991 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.62%
-$1,836.67 
COF Capital One Financial Corporation
-0.61%
-$32,445.7 
BLV Vanguard Long-Term Bond ETF
-0.61%
-$5,371.41 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$9,143.42 
VYMI Vanguard International High Dividend Yield Index Fund
-0.6%
-$10,251.12 
MSI Motorola Solutions, Inc.
-0.59%
-$4,186.92 
IWS iShares Russell Mid-Cap Value ETF
-0.59%
-$26,345.34 
JIG JPMorgan International Growth ETF
-0.59%
-$2,128.8 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.59%
-$2,126.25 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.59%
-$11,970.48 
IWN iShares Russell 2000 Value ETF
-0.58%
-$4,492.8 
VXF Vanguard Extended Market ETF
-0.58%
-$8,367.8 
GWX SPDR S&P International Small Cap ETF
-0.58%
-$2,939.75 
TT Trane Technologies plc
-0.58%
-$31,782.66 
AMGN Amgen Inc.
-0.58%
-$16,761.45 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$1,727.49 
RMD ResMed Inc.
-0.57%
-$1,557.24 
SDY SPDR S&P Dividend ETF
-0.57%
-$11,535.92 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$6,750.8 
GNRC Generac Holdings Inc.
-0.56%
-$2,551.87 
CHD Church & Dwight Co., Inc.
-0.56%
-$7,550.95 
XLP Consumer Staples Select Sector SPDR Fund
-0.56%
-$2,307.07 
BTI British American Tobacco p.l.c. ADR
-0.56%
-$8,536.85 
SYF Synchrony Financial
-0.56%
-$8,780.56 
EW Edwards Lifesciences Corporation
-0.55%
-$2,389.72 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$35,770.5 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$506,140.72 
CRWD CrowdStrike Holdings, Inc.
-0.54%
-$33,384.52 
VOE Vanguard Mid-Cap Value ETF
-0.54%
-$23,560.35 
SO The Southern Company
-0.54%
-$7,788.72 
TOWN TowneBank
-0.53%
-$2,658.82 
ING ING Groep N.V. Sponsored ADR
-0.53%
-$2,213.57 
TYL Tyler Technologies Inc.
-0.53%
-$1,241.52 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.53%
-$1,403.28 
VB Vanguard Small-Cap ETF
-0.52%
-$9,239.94 
QCOM QUALCOMM Incorporated
-0.52%
-$16,843.25 
RDY Dr. Reddy's Laboratories Ltd.
-0.52%
-$917.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$51,501.96 
IWO iShares Russell 2000 Growth ETF
-0.51%
-$2,319.86 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$1,206.35 
CTVA Corteva Inc.
-0.5%
-$2,724.92 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.5%
-$5,127.02 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.5%
-$1,412.04 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.49%
-$44,145.97 
CSCO Cisco Systems, Inc.
-0.49%
-$74,108.1 
FER Ferrovial SE
-0.49%
-$1,298.9 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.49%
-$1,223.88 
CORO Ishares International Country Rotational Active ETF
-0.48%
-$221,604.35 
BBY Best Buy Co., Inc.
-0.48%
-$5,181.99 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$13,631.03 
A Agilent Technologies Inc.
-0.48%
-$1,340.64 
LVHI Franklin International Low Volatility High Dividend ETF
-0.48%
-$1,665 
BHP BHP Group Ltd.
-0.48%
-$1,978.13 
IWD iShares Russell 1000 Value ETF
-0.48%
-$87,120.51 
VTV Vanguard Value ETF
-0.47%
-$31,575.68 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.47%
-$54,059.57 
XLF Financial Select Sector SPDR Fund
-0.46%
-$4,493.32 
FOXA Fox Corporation
-0.46%
-$4,466.57 
ADSK Autodesk, Inc.
-0.45%
-$2,240.37 
AMP Ameriprise Financial, Inc.
-0.45%
-$1,615.64 
AFL Aflac Inc.
-0.45%
-$8,799.84 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.45%
-$2,978.5 
HDV iShares Core High Dividend ETF
-0.44%
-$1,106.87 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.44%
-$4,152 
JAVA JPMorgan Active Value ETF
-0.44%
-$17,472.35 
SPGI S&P Global Inc.
-0.43%
-$7,757.68 
ASML ASML Holding N.V. New York Registry Shares
-0.43%
-$15,129.68 
RSP Invesco S&P 500 Equal Weight ETF
-0.43%
-$1,178.52 
VEU Vanguard FTSE All-World ex-US ETF
-0.43%
-$7,287.7 
VYM Vanguard High Dividend Yield ETF
-0.42%
-$10,943.78 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.41%
-$1,118.8 
FRT Federal Realty Investment Trust
-0.41%
-$4,171.44 
SEIC SEI Investments Company
-0.41%
-$3,712.96 
WCN Waste Connections Inc.
-0.41%
-$1,046.54 
RCL Royal Caribbean Group
-0.41%
-$3,915.21 
IWR iShares Russell Mid-Cap ETF
-0.4%
-$56,210.88 
EPP iShares MSCI Pacific ex Japan ETF
-0.4%
-$13,628.34 
WPM Wheaton Precious Metals Corp.
-0.39%
-$1,216.88 
MTB M&T Bank Corporation
-0.39%
-$3,250.66 
HWM Howmet Aerospace Inc.
-0.39%
-$6,884.7 
TRV The Travelers Companies, Inc.
-0.39%
-$10,996.73 
CGDG Capital Group Dividend Growers ETF
-0.38%
-$1,212.78 
SPG Simon Property Group, Inc.
-0.38%
-$2,398.59 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.38%
-$6,992.11 
IWM iShares Russell 2000 ETF
-0.38%
-$36,645.21 
ADM Archer-Daniels-Midland Co
-0.37%
-$1,401.28 
C Citigroup Inc.
-0.37%
-$29,787.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.37%
-$95,961.6 
AMAT Applied Materials, Inc.
-0.36%
-$21,970.56 
VO Vanguard Mid-Cap ETF
-0.36%
-$17,799.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.36%
-$4,511.05 
AIZ Assurant Inc.
-0.36%
-$3,982.36 
TGT Target Corporation
-0.35%
-$2,451.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$4,690.17 
EIX Edison International
-0.34%
-$10,034.23 
JVAL JPMorgan U.S. Value Factor ETF
-0.34%
-$1,048.52 
CGDV Capital Group Dividend Value ETF
-0.34%
-$2,203.41 
SPBO SPDR Portfolio Corporate Bond ETF
-0.33%
-$1,383.3 
MSCI MSCI Inc.
-0.33%
-$2,252.15 
EXEL Exelixis Inc.
-0.32%
-$1,428.12 
IXUS iShares Core International Stock ETF
-0.32%
-$31,316.4 
DFUV Dimensional US Marketwide Value ETF
-0.32%
-$1,898.58 
UBER Uber Technologies, Inc.
-0.32%
-$9,243.93 
FINV FinVolution Group
-0.32%
-$150.01 
FTCB First Trust Core Investment Grade ETF
-0.31%
-$660.79 
TTE TotalEnergies SE
-0.31%
-$4,689.19 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.31%
-$2,443.76 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.31%
-$1,586.76 
ILCV iShares Morningstar Value ETF
-0.3%
-$925.64 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.3%
-$46,908.61 
MFG Mizuho Financial Group Inc. ADR
-0.3%
-$774.78 
RPV Invesco S&P 500 Pure Value ETF
-0.3%
-$1,415.52 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.3%
-$1,655 
HLN Haleon Plc - ADR
-0.3%
-$1,933.14 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.29%
-$8,444.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$5,699.1 
IJAN Innovator International Developed Power Buffer ETF - January
-0.29%
-$622.69 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$83,155.28 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.28%
-$836.43 
JIVE JPMorgan International Value ETF
-0.27%
-$1,334.52 
STT State Street Corp
-0.27%
-$1,462.5 
WIT Wipro Limited American Depositary Receipt
-0.27%
-$70.94 
JCPB JPMorgan Core Plus Bond ETF
-0.27%
-$8,594.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.27%
-$1,718.64 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.27%
-$804.99 
JGLO JPMorgan Global Select Equity ETF
-0.27%
-$5,433.24 
UNM Unum Group
-0.26%
-$4,778.26 
YUM Yum! Brands, Inc.
-0.26%
-$2,815.8 
GM General Motors Company
-0.26%
-$6,514.8 
MRSH Marsh & McLennan Companies, Inc.
-0.26%
-$7,344.96 
VICI Vici Properties Inc.
-0.26%
-$1,076.67 
HCA HCA Healthcare Inc.
-0.26%
-$7,057.62 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.25%
-$1,271.37 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.25%
-$3,119.99 
VBK Vanguard Small-Cap Growth ETF
-0.25%
-$1,363.1 
VTR Ventas Inc.
-0.25%
-$3,216 
WSO Watsco Inc.
-0.25%
-$20,807.82 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.25%
-$791.5 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.25%
-$2,209.27 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$2,102.88 
FBND Fidelity Total Bond ETF
-0.24%
-$4,336.97 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$1,787.61 
UL Unilever PLC Sponsored American Depositary Receipt
-0.24%
-$1,367.25 
SAP SAP SE Sponsored ADR
-0.24%
-$1,153.3 
SYSB iShares Systematic Bond ETF
-0.24%
-$15,286.74 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.24%
-$1,265 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$12,274.25 
MMM 3M Company
-0.23%
-$2,687.68 
JBND JPMorgan Active Bond ETF
-0.23%
-$8,382.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$98,540.55 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.23%
-$1,432.9 
DFAU Dimensional US Core Equity Market ETF
-0.22%
-$675.39 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.22%
-$1,200.05 
MBB iShares MBS ETF
-0.22%
-$56,836.25 
IRM Iron Mountain Inc.
-0.22%
-$2,336.04 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.22%
-$1,133.93 
TIP iShares TIPS Bond ETF
-0.22%
-$989.35 
ADI Analog Devices, Inc.
-0.22%
-$8,198.82 
ATO Atmos Energy Corporation
-0.21%
-$1,714.18 
VT Vanguard Total World Stock ETF
-0.21%
-$684.75 
EME EMCOR Group, Inc.
-0.21%
-$1,572.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$3,038.57 
MCD McDonald's Corporation
-0.2%
-$11,906.07 
BNDX Vanguard Total International Bond ETF
-0.2%
-$41,368.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.19%
-$1,170.33 
MPLX MPLX LP
-0.19%
-$401.5 
SSO ProShares Ultra S&P500
-0.19%
-$20,597.87 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$1,796.09 
GNMA iShares GNMA Bond ETF
-0.18%
-$677.76 
VLUE iShares MSCI USA Value Factor ETF
-0.18%
-$3,759.81 
DAL Delta Air Lines, Inc.
-0.18%
-$1,205.4 
LHX L3Harris Technologies, Inc.
-0.18%
-$2,347 
GVI iShares Intermediate Government Bond ETF
-0.17%
-$1,284.83 
APTV Aptiv PLC
-0.17%
-$530.2 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.17%
-$529.62 
MGA Magna International Inc.
-0.17%
-$578.57 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$22,200.4 
REGN Regeneron Pharmaceuticals, Inc.
-0.16%
-$416.58 
SYK Stryker Corporation
-0.16%
-$6,734.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$5,444.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.16%
-$227,424.4 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.15%
-$491.62 
CGGO Capital Group Global Growth Equity ETF
-0.15%
-$518.34 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$8,336.1 
VZ Verizon Communications Inc.
-0.15%
-$11,007.36 
CGUS Capital Group Core Equity ETF
-0.15%
-$940.03 
EQIX Equinix, Inc.
-0.15%
-$2,467.34 
AEM Agnico Eagle Mines Limited
-0.15%
-$495.4 
GLW Corning Incorporated
-0.14%
-$1,160.88 
MUB iShares National Muni Bond ETF
-0.14%
-$60,360.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$574.29 
DGICA Donegal Group Inc.
-0.13%
-$281.37 
FVAL Fidelity Value Factor ETF
-0.13%
-$537.6 
VRSN Verisign Inc.
-0.13%
-$568.08 
CGMU Capital Group Municipal Income ETF
-0.13%
-$1,046.95 
FQAL Fidelity Quality Factor ETF
-0.13%
-$424.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.13%
-$90,910.73 
TXRH Texas Roadhouse Inc.
-0.13%
-$309.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.12%
-$460.07 
BINC iShares Flexible Income Active ETF
-0.12%
-$19,651.5 
FDMO Fidelity Momentum Factor ETF
-0.11%
-$496.65 
WM Waste Management, Inc.
-0.11%
-$5,101.38 
CVS CVS Health Corporation
-0.11%
-$1,104.84 
APH Amphenol Corporation
-0.11%
-$3,726.86 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.11%
-$523.26 
DFUS Dimensional U.S. Equity Market ETF
-0.1%
-$308.38 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.1%
-$13,432.58 
CGGE Capital Group Global Equity ETF
-0.1%
-$601.54 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$785.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$4,152.62 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.1%
-$906.65 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.1%
-$713.79 
IWB iShares Russell 1000 ETF
-0.1%
-$4,172.4 
CGHM Capital Group Municipal High-Income ETF
-0.1%
-$645.05 
ADP Automatic Data Processing Inc.
-0.09%
-$3,428.4 
FTMH Franklin Municipal High Yield ETF
-0.09%
-$154.69 
MO Altria Group, Inc.
-0.09%
-$6,504.54 
FDLO Fidelity Low Volatility Factor ETF
-0.09%
-$305.2 
LMT Lockheed Martin Corporation
-0.09%
-$3,118.45 
NEM Newmont Corporation
-0.09%
-$1,905.04 
XEL Xcel Energy Inc.
-0.09%
-$1,702.05 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$1,386.99 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.09%
-$405.25 
GLD SPDR Gold Shares
-0.08%
-$23,805.9 
HOOD Robinhood Markets, Inc.
-0.08%
-$357.12 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$6,227.34 
USB U.S. Bancorp
-0.08%
-$3,482.7 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$2,995.84 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.07%
-$642.44 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.07%
-$321.55 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$238.07 
LIN Linde plc
-0.07%
-$5,153.76 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$443.38 
IAU iShares Gold Trust
-0.07%
-$6,758.76 
VOO Vanguard S&P 500 ETF
-0.06%
-$11,172.5 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$1,160.79 
BPOP Popular Inc.
-0.06%
-$177 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$457.33 
UGI UGI Corporation
-0.06%
-$351.06 
IWL iShares Russell Top 200 ETF
-0.05%
-$232.7 
JPIE JPMorgan Income ETF
-0.05%
-$210.68 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$4,822.25 
IVZ Invesco Ltd.
-0.05%
-$138.09 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.05%
-$647.41 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$4,512.65 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$8,218.03 
FE FirstEnergy Corp.
-0.04%
-$957.2 
IVV iShares Core S&P 500 ETF
-0.04%
-$10,379.46 
IX Orix Corporation Sponsored ADR
-0.04%
-$165.21 
OMF OneMain Holdings Inc.
-0.03%
-$328.82 
SHLD Global X Defense Tech ETF
-0.03%
-$6,870.3 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$5,634.96 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$322.02 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.02%
-$89.67 
MEAR iShares Short Maturity Bond ETF
-0.02%
-$941.44 
BNY BlackRock New York Municipal Income Trust
-0.02%
-$512.28 
IMO Imperial Oil Limited
-0.02%
-$44.34 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$25.47 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$318.57 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$22.98 Events
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Dividends
Dividend Analysis
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| Trades 9657 | Longs Won 5768/9657 59% | Profit Factor 4.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $607,903.34 |
| Average Win $164,107.83 | Best Trade (Jul 22) $27.29M | Sharpe Ratio -14.77 |
| Average Loss -$54,187.95 | Worst Trade (Sep 30) -$13.97M | Z-Score -5.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $76,197.27 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Dalila Toledo?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $13.93M, NVIDIA Corporation - $9.36M, iShares U.S. Technology ETF - $8.91M, iShares MSCI USA Quality Factor ETF - $8.16M, and iShares MSCI Emerging Markets Multifactor ETF - $6.68M. 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: Alphabet Inc - $15.37M, iShares Russell 2000 ETF - $2.56M, UnitedHealth Group Incorporated - $2.53M, CarMax Inc - $1.9M, and Adobe Inc - $1.8M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dalila Toledo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $129.59M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $3.8M, iShares MSCI EAFE Value ETF - $2.11M, iShares National Muni Bond ETF - $1.98M, Altria Group, Inc - $1.81M, and iShares MBS ETF - $1.75M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dalila Toledo's monthly returns?
Dalila Toledo's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dalila Toledo's strategy be considered aggressive or moderate?
Dalila Toledo's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Dalila Toledo's strategy?
Dalila Toledo's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
