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:
98.55%
Gain -0.93%
Monthly
0.92%
Yearly
11.67%
Drawdown
21.77%
$3.34B
Equity
Holdings
$3.34B
Investment
$2.68B
$765.52M
Profit -$14.77M
Realized
$110.03M
Unrealized
$655.49M
Dividends
$140.9M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$14.77M
Win %
69%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$8.87M
Win %
69%
This Month
Compared to last month
Gain
-0.04%
Profit
-$1.28M
Win %
69%
This Year
Compared to last year
Gain
0.29%
Profit
$9.67M
Win %
69%
TBN Tamboran Resources Corporation
+9.12%
+$26,107.97 
CRWD CrowdStrike Holdings, Inc.
+7.88%
+$718,593.4 
PANW Palo Alto Networks, Inc.
+7.26%
+$545,628 
SLB SLB N.V.
+7.21%
+$47,225.75 
SOC Sable Offshore Corp.
+7.07%
+$2,388.01 
NET Cloudflare, Inc. Class A Common Stock
+6.9%
+$52,584.53 
EFOR Everforth Inc.
+5.92%
+$42,321.1 
CHRD Chord Energy Corporation
+5.38%
+$40,346.1 
EQNR Equinor ASA Sponsored ADR
+5.31%
+$19,983.76 
HAL Halliburton Company
+5.15%
+$20,993.67 
DDOG Datadog Inc. Class A
+4.94%
+$31,633.42 
CHKP Check Point Software Technologies Ltd.
+4.75%
+$26,649.02 
FANG Diamondback Energy Inc.
+4.66%
+$128,549.09 
DVN Devon Energy Corporation
+4.41%
+$53,295.2 
E Eni S.p.A. Sponsored ADR
+4.27%
+$15,590.52 
LNG Cheniere Energy Inc.
+4.15%
+$102,190.07 
BKR Baker Hughes Company
+3.99%
+$31,477.26 
COP ConocoPhillips
+3.85%
+$138,006.31 
GLNG Golar LNG Limited
+3.84%
+$8,198.19 
FTNT Fortinet, Inc.
+3.72%
+$25,893.61 
AMT American Tower Corporation
+3.56%
+$59,716.24 
TWLO Twilio Inc. Class A Common Stock
+3.41%
+$35,921.68 
EOG EOG Resources, Inc.
+3.39%
+$175,845.19 
CBOE Cboe Global Markets Inc.
+3.39%
+$46,764.3 
OXY Occidental Petroleum Corp.
+3.09%
+$47,578.36 
LMT Lockheed Martin Corporation
+3.05%
+$130,589.56 
CVX Chevron Corporation
+3.02%
+$378,950.23 
RKLB Rocket Lab Corporation
+2.97%
+$7,528.56 
JBL Jabil Inc.
+2.79%
+$30,358.75 
CVE Cenovus Energy Inc.
+2.78%
+$10,106.84 
XOM ExxonMobil Holdings Corporation
+2.77%
+$382,622.76 
XLE State Street Energy Select Sector SPDR ETF
+2.72%
+$24,843.68 
SU Suncor Energy Inc.
+2.6%
+$13,768.5 
TTE TotalEnergies SE
+2.52%
+$39,503.83 
MU Micron Technology Inc.
+2.5%
+$365,405.54 
BBDO Banco Bradesco S.A. ADR
+2.49%
+$3,378.78 
CDNS Cadence Design Systems, Inc.
+2.45%
+$15,228.22 
BP BP Plc Sponsored ADR
+2.44%
+$7,573.76 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.36%
+$3,700.72 
ASX ASE Technology Holding Co., Ltd. ADR
+2.36%
+$18,428.34 
KMI Kinder Morgan Inc.
+2.34%
+$11,488.18 
OKE ONEOK, Inc.
+2.32%
+$33,249.36 
IMO Imperial Oil Limited
+2.28%
+$6,631.03 
HPE Hewlett Packard Enterprise Company
+2.23%
+$28,603.08 
PBR Petróleo Brasileiro S.A. - Petrobras
+2.23%
+$8,942.73 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.22%
+$17,281.9 
TIC TIC Solutions, Inc.
+2.15%
+$2,077.68 
P Everpure Inc. Class A Common Stock
+2.1%
+$18,870 
MRVL Marvell Technology Inc.
+2.09%
+$50,258.54 
CF CF Industries Holdings, Inc.
+1.99%
+$7,227.49 
WSFS WSFS Financial Corporation
+1.96%
+$6,601.36 
HAFN Hafnia Limited
+1.94%
+$5,501.6 
ISRG Intuitive Surgical Inc.
+1.91%
+$89,009.06 
TTAN ServiceTitan Inc. Class A Common Stock
+1.91%
+$7,597.43 
MEDP Medpace Holdings, Inc.
+1.9%
+$253,120.79 
ITUB Itaú Unibanco Holding S.A. ADR
+1.79%
+$2,038.47 
CSCO Cisco Systems, Inc.
+1.68%
+$252,464.62 
AMD Advanced Micro Devices Inc.
+1.68%
+$272,354.04 
LYB LyondellBasell Industries N.V.
+1.66%
+$5,138.56 
SNPS Synopsys Inc.
+1.66%
+$16,828.53 
TXN Texas Instruments Inc.
+1.62%
+$44,647.68 
SWKS Skyworks Solutions, Inc.
+1.62%
+$6,466.74 
WMB The Williams Companies, Inc.
+1.59%
+$57,712.48 
HONA Honeywell Aerospace Inc.
+1.55%
+$12,779.02 
MPLX MPLX LP
+1.53%
+$3,248.5 
NTRS Northern Trust Corporation
+1.51%
+$18,424.93 
AXON Axon Enterprise, Inc.
+1.5%
+$5,218.57 
UMC United Microelectronics Corp. ADR
+1.48%
+$4,537.77 
QCOM QUALCOMM Incorporated
+1.48%
+$56,409.6 
GRFS Grifols S.A. ADR
+1.48%
+$1,498.75 
LDOS Leidos Holdings, Inc.
+1.46%
+$6,487.6 
VALE Vale S.A. American Depositary Shares
+1.35%
+$9,143.81 
ABT Abbott Laboratories
+1.32%
+$44,093.7 
IRTC iRhythm Holdings, Inc.
+1.31%
+$13,726.61 
APH Amphenol Corp. Class A Common Stock
+1.27%
+$87,170.76 
INTC Intel Corporation
+1.27%
+$84,498.71 
FFIV F5, Inc.
+1.26%
+$5,299.44 
PHM PulteGroup, Inc.
+1.25%
+$22,758 
FCX Freeport-McMoRan Inc.
+1.18%
+$5,150.52 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+1.18%
+$10,275.61 
STLD Steel Dynamics, Inc.
+1.13%
+$4,205.55 
ADI Analog Devices, Inc.
+1.12%
+$36,777.16 
ANAB AnaptysBio, Inc.
+1.11%
+$2,994.93 
EMR Emerson Electric Co.
+1.09%
+$21,847 
LITE Lumentum Holdings Inc.
+1.08%
+$5,658.49 
KEYS Keysight Technologies, Inc.
+1.07%
+$2,227.73 
IMOS ChipMOS Technologies Inc. ADR
+1.03%
+$1,858.2 
TDY Teledyne Technologies Incorporated
+1.02%
+$3,911.42 
DELL Dell Technologies Inc. Class C Common Stock
+0.97%
+$12,364 
NTAP NetApp, Inc.
+0.97%
+$12,732.78 
VSTS Vestis Corporation Common Stock
+0.96%
+$1,501.64 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.94%
+$2,707.78 
NOW ServiceNow Inc.
+0.91%
+$34,540.22 
SCCO Southern Copper Corporation
+0.84%
+$2,674.46 
CMTG Claros Mortgage Trust, Inc.
+0.83%
+$155.52 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.82%
+$1,992 
JCI Johnson Controls International plc
+0.82%
+$8,501.22 
GBF iShares 1-10 Year U.S. Aggregate Bond ETF
+0.78%
+$5,187.07 
COHR Coherent Corp.
+0.77%
+$3,835.06 
ROK Rockwell Automation Inc.
+0.76%
+$23,753.42 
BAI iShares A.I. Innovation and Tech Active ETF
+0.76%
+$245,918.14 
WCN Waste Connections, Inc.
+0.76%
+$2,031.12 
DLR Digital Realty Trust Inc.
+0.74%
+$1,615.32 
IBP Installed Building Products, Inc.
+0.73%
+$43,159.25 
LCID Lucid Group Inc.
+0.72%
+$269.95 
TROW T. Rowe Price Group Inc.
+0.71%
+$4,147.13 
ASML ASML Holding N.V. NY Registered Shares
+0.7%
+$26,335.84 
ANET Arista Networks Inc.
+0.69%
+$159,131.26 
MKSI MKS Inc.
+0.6%
+$737.01 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.59%
+$1,200.66 
BA The Boeing Company
+0.56%
+$28,641.2 
AME AMETEK, Inc.
+0.56%
+$14,340.57 
BHP BHP Group Ltd. Sponsored ADR
+0.54%
+$2,240.28 
HUBB Hubbell Inc.
+0.54%
+$3,475.06 
AMAT Applied Materials Inc.
+0.53%
+$22,512.28 
NUE Nucor Corporation
+0.53%
+$1,347.76 
ORCL Oracle Corporation
+0.53%
+$20,841.48 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF
+0.52%
+$2,445 
ROP Roper Technologies Inc.
+0.52%
+$5,992.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.52%
+$6,775.05 
MSFT Microsoft Corporation Common Stock
+0.5%
+$344,107.83 
HBAN HubSpot Inc.
+0.5%
+$9,164.88 
STT State Street Corporation Common Stock
+0.49%
+$2,762.93 
MSI Motorola Solutions, Inc.
+0.48%
+$3,840.98 
VGT Vanguard Information Technology ETF
+0.47%
+$20,942.88 
XLK State Street Technology Select Sector SPDR ETF
+0.47%
+$6,488.9 
ABBV AbbVie Inc.
+0.44%
+$45,398.32 
ESGE iShares ESG Aware MSCI EM ETF
+0.42%
+$781.2 
BZ Kanzhun Ltd ADR
+0.4%
+$823.16 
EEM iShares MSCI Emerging Markets ETF
+0.39%
+$2,275.44 
JKHY Jack Henry & Associates, Inc.
+0.37%
+$960.65 
TER Teradyne, Inc.
+0.36%
+$1,446.33 
IGM iShares Expanded Tech Sector ETF
+0.36%
+$4,441.36 
TFC Truist Financial Corporation
+0.35%
+$8,539.79 
RF Regions Financial Corp.
+0.34%
+$7,737.85 
IYW iShares U.S. Technology ETF
+0.33%
+$17,097.79 
MTUM iShares MSCI USA Momentum Factor ETF
+0.33%
+$2,790.72 
ADM Archer-Daniels-Midland Company
+0.31%
+$1,322.75 
HCA HCA Healthcare, Inc.
+0.3%
+$10,083.36 
EXPD Expeditors International of Washington Inc.
+0.3%
+$4,845.67 
SYK Stryker Corp.
+0.3%
+$14,024.85 
DXCM DexCom Inc.
+0.29%
+$2,974.82 
EWW iShares MSCI Mexico ETF
+0.29%
+$1,273.58 
PSA Public Storage
+0.29%
+$843.09 
EMGF iShares Emerging Markets Equity Factor ETF
+0.29%
+$109,865.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.28%
+$26,057.64 
FTMH Franklin Municipal High Yield ETF
+0.27%
+$421.89 
CTAS Cintas Corporation
+0.25%
+$15,811.99 
BG Bunge Global SA
+0.25%
+$3,684.98 
CGHM Capital Group Municipal High-Income ETF
+0.22%
+$1,565.8 
EPP iShares MSCI Pacific ex Japan ETF
+0.21%
+$9,973.72 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$10,904.76 
BNY Bank of New York Mellon Corp.
+0.17%
+$5,236.32 
SHLD Global X Defense Tech ETF
+0.16%
+$44,437.8 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.16%
+$14,274.12 
MUB iShares National Muni Bond ETF
+0.16%
+$67,851.46 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.15%
+$6,125.6 
NOC Northrop Grumman Corporation
+0.15%
+$2,695.68 
AGX Argan Inc.
+0.14%
+$188.16 
DE Deere & Company
+0.14%
+$4,017.2 
FERG Ferguson Enterprises Inc.
+0.13%
+$3,847.2 
CGMU Capital Group Municipal Income ETF
+0.13%
+$1,139.57 
UGI UGI Corporation
+0.13%
+$1,345.4 
IBM International Business Machines Corporation
+0.12%
+$5,286.3 
VSDM Vanguard Short Duration Tax-Exempt Bond ETF
+0.11%
+$350.37 
CME CME Group Inc. Class A Common Stock
+0.1%
+$4,423.08 
IQV IQVIA Holdings Inc.
+0.1%
+$878.33 
NEE NextEra Energy Inc.
+0.09%
+$2,282.4 
ARM Arm Holdings plc ADR
+0.09%
+$378.54 
IALT iShares Systematic Alternatives Active ETF
+0.08%
+$20,482.08 
XAR State Street SPDR S&P Aerospace & Defense ETF
+0.08%
+$747.18 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.07%
+$326.38 
HYD VanEck High Yield Muni ETF
+0.07%
+$1,103.97 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.05%
+$1,313.22 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$397.5 
UPS United Parcel Service, Inc. Class B Common Stock
+0.05%
+$1,312.2 
DHI D.R. Horton, Inc.
+0.04%
+$326.3 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$8,655.03 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$182.45 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.04%
+$1,353.76 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$291.65 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.04%
+$73.96 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$6,476.89 
WAY Waystar Holding Corp.
+0.04%
+$184.24 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.03%
+$63.32 
LHX L3Harris Technologies, Inc.
+0.02%
+$301.27 
CFG Citizens Financial Group Inc.
+0.02%
+$810.74 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$224.29 
VNQ Vanguard Real Estate ETF
+0.02%
+$63.4 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$615.68 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
+0.02%
+$40.64 
GNMA iShares GNMA Bond ETF
+0.01%
+$63.19 
QQQ Invesco QQQ Trust, Series 1
+0.01%
+$67.33 
UTHR United Therapeutics Corporation
+0.01%
+$36.6 
BPOP Popular, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 
FIX Comfort Systems USA Inc.
-9.32%
-$15,850.94 
GL Globe Life Inc.
-8.23%
-$19,203.03 
T AT&T Inc.
-7.41%
-$476,450.6 
TMUS T-Mobile US Inc.
-7.16%
-$281,363.06 
INFY Infosys Ltd. ADR
-6.88%
-$9,221.03 
SMPL The Simply Good Foods Company
-6.5%
-$9,165.6 
SSNC SS&C Technologies Holdings, Inc.
-6.38%
-$26,580.05 
KNSL Kinsale Capital Group, Inc.
-6.18%
-$854,040.95 
FCFS FirstCash Holdings, Inc.
-6.12%
-$16,373.7 
CBRE CBRE Group Inc. Class A Common Stock
-5.55%
-$22,693.77 
WVE Wave Life Sciences Ltd.
-5.16%
-$1,786.06 
BULL Webull Corporation Class A Ordinary Shares
-4.88%
-$6,188.2 
MET MetLife, Inc.
-4.6%
-$154,309.68 
TXRH Texas Roadhouse Inc.
-4.56%
-$9,556.62 
NEM Newmont Corporation
-4.46%
-$121,651 
EQH Equitable Holdings Inc.
-4.33%
-$15,476.27 
ALVO Alvotech SA
-4.28%
-$2,141.22 
SENEA Seneca Foods Corp. Class A Common Stock
-4.16%
-$10,321.56 
DLTR Dollar Tree Inc.
-4.16%
-$24,350.57 
UNM Unum Group
-4.15%
-$87,132.11 
KNSA Kiniksa Pharmaceuticals International, plc Class A Ordinary Shares
-4.02%
-$10,633.32 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.99%
-$74,111.52 
PRI Primerica Inc.
-3.92%
-$8,571.54 
UAL United Airlines Holdings, Inc.
-3.87%
-$26,540.05 
ACN Accenture plc
-3.82%
-$216,579.48 
AXP American Express Company
-3.75%
-$367,777.71 
HWM Howmet Aerospace Inc.
-3.67%
-$63,757.92 
TGT Target Corp.
-3.66%
-$103,062 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-3.66%
-$2,995.12 
VRSK Verisk Analytics, Inc.
-3.62%
-$15,823.39 
DAL Delta Air Lines, Inc.
-3.57%
-$32,301.62 
TSCO Tractor Supply Company
-3.53%
-$9,801.23 
F Ford Motor Co.
-3.48%
-$115,779.6 
RCL Royal Caribbean Cruises Ltd.
-3.47%
-$34,735.14 
NVS Novartis AG Sponsored ADR
-3.46%
-$69,344.49 
CL Colgate-Palmolive Co.
-3.46%
-$148,950.63 
WIT Wipro Ltd. ADR
-3.42%
-$813.15 
BKNG Booking Holdings Inc.
-3.42%
-$41,075.79 
LNC Lincoln National Corp.
-3.39%
-$24,914.7 
GPC Genuine Parts Company
-3.39%
-$22,459.5 
TPR Tapestry Inc.
-3.34%
-$34,682.6 
CHD Church & Dwight Co., Inc.
-3.33%
-$51,624.82 
WSM Williams-Sonoma, Inc.
-3.26%
-$16,812.98 
ROST Ross Stores Inc.
-3.26%
-$102,112.69 
UBER Uber Technologies Inc.
-3.21%
-$91,288.62 
WDC Western Digital Corp.
-3.2%
-$118,674.68 
HSY The Hershey Company Common Stock
-3.18%
-$13,744.68 
INTU Intuit Inc.
-3.16%
-$40,762.22 
PCG PG&E Corporation
-3.16%
-$9,505.17 
TDG TransDigm Group Inc.
-3.15%
-$62,770.66 
COCO The Vita Coco Company, Inc.
-3.1%
-$10,850.07 
YUM Yum! Brands, Inc.
-3.1%
-$32,275.02 
USFD US Foods Holding Corp.
-3%
-$10,654.81 
ODFL Old Dominion Freight Line, Inc.
-2.98%
-$34,809 
CI The Cigna Group
-2.97%
-$32,031.01 
EXPE Expedia Group Inc.
-2.93%
-$52,464.75 
BRBR BellRing Brands Inc.
-2.93%
-$9,072.12 
CCEP Coca-Cola Europacific Partners PLC
-2.89%
-$7,956.3 
RLI RLI Corp.
-2.87%
-$11,030.41 
ATI ATI Inc.
-2.84%
-$6,949.26 
CHTR Charter Communications Inc. Class A Common Stock
-2.84%
-$5,994.47 
PRU Prudential Financial, Inc.
-2.83%
-$9,168.3 
PG The Procter & Gamble Company
-2.82%
-$376,703.41 
CLS Celestica Inc.
-2.81%
-$12,291.4 
LOW Lowe's Companies, Inc.
-2.78%
-$60,040.88 
LLY Eli Lilly and Company
-2.77%
-$682,412.53 
KO The Coca-Cola Company
-2.76%
-$232,480.78 
SYY Sysco Corp.
-2.76%
-$19,910.24 
CTVA Corteva Inc.
-2.76%
-$2,489.26 
MFC Manulife Financial Corporation
-2.72%
-$15,932.76 
APTV Aptiv PLC
-2.72%
-$6,158.25 
ADBE Adobe Inc.
-2.68%
-$43,982.94 
DASH DoorDash, Inc. Class A Common Stock
-2.67%
-$9,852.74 
MNST Monster Beverage Corporation
-2.65%
-$51,196.47 
VMC Vulcan Materials Co.
-2.62%
-$12,953.6 
DRI Darden Restaurants, Inc.
-2.6%
-$25,741.4 
HD The Home Depot, Inc.
-2.58%
-$243,199.74 
HE Hawaiian Electric Industries, Inc.
-2.57%
-$2,647.57 
AUPH Aurinia Pharmaceuticals Inc.
-2.54%
-$4,403.52 
NKE Nike, Inc. Class B Common Stock
-2.5%
-$38,715.84 
TKO TKO Group Holdings, Inc. Class A Common Stock
-2.49%
-$4,800.12 
SJM The J. M. Smucker Company
-2.4%
-$43,296 
BCAX Bicara Therapeutics Inc.
-2.38%
-$5,953.92 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-2.37%
-$5,895.82 
GE General Electric Company
-2.36%
-$132,383.98 
MPWR Monolithic Power Systems Inc.
-2.34%
-$6,519.93 
FNF Fidelity National Financial, Inc.
-2.32%
-$34,116.48 
TOST Toast, Inc. Class A Common Stock
-2.3%
-$25,355.33 
HLT Hilton Worldwide Holdings Inc.
-2.29%
-$19,097.82 
OMF OneMain Holdings, Inc.
-2.29%
-$23,448.24 
RYAAY Ryanair Holdings plc Sponsored ADR
-2.28%
-$6,758.32 
NSC Norfolk Southern Corp.
-2.26%
-$65,250.16 
KKR Korro Bio, Inc.
-2.26%
-$8,536.48 
CAT Caterpillar Inc.
-2.24%
-$163,154.35 
VRRM Verra Mobility Corp. Class A Common Stock
-2.23%
-$3,518.55 
VOD Vodafone Group plc Sponsored ADR
-2.2%
-$4,131.85 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.2%
-$34,708.35 
MLM Martin Marietta Materials, Inc.
-2.19%
-$27,143.95 
PEP PepsiCo, Inc.
-2.18%
-$125,190.51 
AFL Aflac Incorporated
-2.15%
-$40,441.65 
MO Altria Group, Inc.
-2.11%
-$144,915.45 
MS Morgan Stanley Common Stock
-2.1%
-$60,600.33 
GIS General Mills Inc.
-2.1%
-$44,463.64 
WPM Wheaton Precious Metals Corp.
-2.09%
-$8,441.76 
CAH Cardinal Health, Inc.
-2.08%
-$33,787.53 
SHW The Sherwin-Williams Company
-2.07%
-$41,492.2 
COR Cencora Inc.
-2.06%
-$35,500.33 
KMB Kimberly-Clark Corporation
-2.06%
-$48,260.52 
WTW Willis Towers Watson Public Limited Company
-2.06%
-$7,137.34 
PCAR PACCAR Inc.
-2.05%
-$7,301.25 
FOXA Fox Corporation Class A Common Stock
-2.05%
-$23,623.6 
IVZ Invesco Ltd.
-2.05%
-$17,092.3 
CB Chubb Limited
-2.05%
-$60,281.13 
BMY Bristol-Myers Squibb Company
-2.04%
-$71,595.06 
ABNB Airbnb Inc. Class A Common Stock
-2.04%
-$11,223.27 
ALL The Allstate Corporation
-2%
-$29,753.98 
BABA Alibaba Group Holding Ltd. ADR
-1.98%
-$6,138.78 
KR The Kroger Co.
-1.97%
-$31,188.5 
FOX Fox Corporation Class B Common Stock
-1.97%
-$13,245.6 
MCD McDonald's Corporation
-1.97%
-$107,214.42 
SLF Sun Life Financial Inc.
-1.94%
-$5,127.62 
GM General Motors Co.
-1.92%
-$37,356.68 
AIG American International Group, Inc.
-1.89%
-$10,341.59 
IBN ICICI Bank Ltd. Sponsored ADR
-1.89%
-$11,065.52 
LEA Lear Corporation
-1.85%
-$4,140.4 
AZO AutoZone, Inc.
-1.85%
-$18,183 
ING ING Groep N.V. Sponsored ADR
-1.83%
-$8,560.86 
SNDK Sandisk Corp.
-1.83%
-$15,757.61 
MCO Moody's Corporation
-1.77%
-$13,101.01 
TTWO Take-Two Interactive Software, Inc.
-1.77%
-$3,644.47 
SYF Synchrony Financial
-1.77%
-$29,355.76 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-1.75%
-$4,813.5 
CRH CRH plc Ordinary Shares
-1.74%
-$11,287.5 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.73%
-$34,308.2 
CW Curtiss-Wright Corporation
-1.73%
-$10,573.29 
TJX The TJX Companies, Inc.
-1.73%
-$151,129.73 
UNH UnitedHealth Group Inc.
-1.73%
-$143,533.9 
ORLY O'Reilly Automotive Inc.
-1.72%
-$67,374.36 
AU AngloGold Ashanti plc
-1.71%
-$24,878.4 
MA Mastercard Inc. Class A Common Stock
-1.69%
-$274,496.16 
XLC State Street Communication Services Select Sector SPDR ETF
-1.69%
-$9,400.3 
ULTA Ulta Beauty, Inc.
-1.69%
-$7,542.07 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.69%
-$3,847.02 
KVUE Kenvue Inc.
-1.69%
-$9,887.86 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-1.68%
-$4,739.63 
BLK BlackRock, Inc.
-1.68%
-$25,687.34 
MAR Marriott International, Inc. Class A Common Stock
-1.67%
-$22,176.52 
SW Smurfit WestRock Plc
-1.65%
-$18,300.8 
NFLX Netflix Inc.
-1.65%
-$78,709.36 
HIG The Hartford Insurance Group, Inc.
-1.64%
-$48,774.71 
KLAC KLA Corporation
-1.64%
-$95,667.44 
EME EMCOR Group, Inc.
-1.62%
-$10,422.75 
APP AppLovin Corporation Class A Common Stock
-1.6%
-$8,538.97 
MTD Mettler-Toledo International Inc.
-1.59%
-$4,639.86 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.59%
-$7,395.68 
DGICA Donegal Group Inc. Class A Common Stock
-1.59%
-$3,863.13 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.57%
-$6,519.21 
FIS Fidelity National Information Services, Inc.
-1.57%
-$3,163.2 
PFG Principal Financial Group Inc.
-1.56%
-$20,548.84 
SEIC SEI Investments Company
-1.56%
-$12,171.21 
UNP Union Pacific Corp.
-1.56%
-$98,119.57 
WSO Watsco Inc.
-1.55%
-$122,251.89 
BTI British American Tobacco plc ADR
-1.55%
-$21,588.22 
GEV GE Vernova Inc.
-1.54%
-$131,697.69 
TWFG TWFG, Inc.
-1.53%
-$93,416.4 
REGN Regeneron Pharmaceuticals, Inc.
-1.52%
-$4,110.86 
WB Weibo Corporation Sponsored ADR
-1.5%
-$1,123.76 
AMGN Amgen Inc. Common Stock
-1.5%
-$52,731.84 
TFPM Triple Flag Precious Metals Corp.
-1.5%
-$13,795.76 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.49%
-$4,333.61 
WAB Wabtec Corporation
-1.49%
-$33,339.04 
CAG Conagra Brands Inc.
-1.46%
-$2,550.68 
STX Seagate Technology Holdings plc
-1.45%
-$68,691 
TRV The Travelers Companies, Inc.
-1.44%
-$50,268.44 
VLO Valero Energy Corporation
-1.43%
-$57,342.35 
WMT Walmart Inc.
-1.42%
-$313,582.58 
COST Costco Wholesale Corp
-1.41%
-$218,687.18 
KGC Kinross Gold Corporation
-1.41%
-$7,416.96 
V Visa Inc. Class A
-1.41%
-$282,192.27 
MRK Merck & Co., Inc.
-1.41%
-$85,543.16 
JNJ Johnson & Johnson
-1.4%
-$263,819.3 
GS The Goldman Sachs Group, Inc.
-1.34%
-$73,207.1 
ZTS Zoetis Inc. Class A Common Stock
-1.33%
-$11,898.27 
COF Capital One Financial Corp.
-1.32%
-$50,207.66 
PH Parker-Hannifin Corporation
-1.32%
-$36,498.83 
BEN Franklin Templeton Inc.
-1.32%
-$6,782.35 
RTX RTX Corporation
-1.31%
-$94,379.89 
UL Unilever PLC Sponsored ADR
-1.31%
-$7,474.25 
LION Lionsgate Studios Corp.
-1.3%
-$2,396.3 
MGA Magna International Inc.
-1.3%
-$3,179.4 
FICO Fair Isaac Corp.
-1.28%
-$4,285.72 
HSBC HSBC Holdings plc Sponsored ADR
-1.26%
-$15,830.52 
FTCS First Trust Capital Strength ETF
-1.25%
-$2,826.55 
NYAX Nayax Ltd.
-1.25%
-$2,409.57 
VZ Verizon Communications Inc.
-1.25%
-$88,828.17 
XBI State Street SPDR S&P Biotech ETF
-1.25%
-$5,338.22 
GRPN Groupon, Inc.
-1.24%
-$2,000.81 
IDCC InterDigital Inc.
-1.24%
-$3,548.53 
MCK McKesson Corporation
-1.24%
-$88,183.73 
AIZ Assurant Inc.
-1.24%
-$14,280.04 
NVO Novo Nordisk A/S Sponsored ADR
-1.23%
-$4,294.68 
PFE Pfizer Inc.
-1.22%
-$58,154.75 
RACE Ferrari N.V.
-1.21%
-$3,369.18 
META Meta Platforms Inc Class A
-1.2%
-$418,109.24 
B BARRICK MINING CORP Common Stock (ABR0)
-1.2%
-$8,737.82 
BX Blackstone Inc.
-1.2%
-$28,150.87 
JPM JPMorgan Chase & Co.
-1.18%
-$324,840.46 
AEM Agnico Eagle Mines Limited
-1.18%
-$5,193.7 
KHC The Kraft Heinz Company
-1.18%
-$9,992.83 
AON Aon plc Class A
-1.18%
-$24,351.71 
XLF State Street Financial Select Sector SPDR ETF
-1.17%
-$10,504.56 
VFH Vanguard Financials Index Fund ETF Shares
-1.16%
-$11,924.8 
FDX FedEx Corp.
-1.16%
-$6,611.71 
NVT nVent Electric plc
-1.16%
-$1,913.64 
RDVY First Trust Rising Dividend Achievers ETF
-1.16%
-$2,281.6 
KB KB Financial Group Inc. ADR
-1.15%
-$3,044.48 
XLV State Street Health Care Select Sector SPDR ETF
-1.15%
-$7,451.79 
SBUX Starbucks Corp.
-1.15%
-$41,105.61 
FAST Fastenal Co.
-1.15%
-$65,130.67 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.14%
-$2,862.97 
L Loews Corp.
-1.14%
-$4,376.97 
CSX CSX Corporation
-1.12%
-$27,933.96 
CYTK Cytokinetics, Incorporated
-1.12%
-$2,035.6 
ELV Elevance Health, Inc.
-1.12%
-$9,159.71 
C Citigroup Inc.
-1.11%
-$79,826.57 
ECL Ecolab Inc.
-1.1%
-$33,233.03 
BLDR Builders FirstSource Inc.
-1.09%
-$21,500.64 
NWG NatWest Group plc Sponsored ADR
-1.09%
-$3,825.06 
IP International Paper Co.
-1.08%
-$8,628.24 
SSO ProShares Ultra S&P 500
-1.08%
-$119,511 
GOOGL Alphabet Inc
-1.08%
-$538,272 
VNET VNET Group, Inc. ADR
-1.08%
-$434.52 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.06%
-$4,445.16 
CVS CVS Health Corporation Common Stock
-1.06%
-$11,879 
FDS FactSet Research Systems Inc.
-1.05%
-$3,148.47 
BCS Barclays PLC Sponsored ADR
-1.04%
-$1,747.31 
PEG Public Service Enterprise Group Inc.
-1.04%
-$18,148.8 
IRT Independence Realty Trust, Inc.
-1.02%
-$2,398.32 
GOOG Alphabet Inc
-1%
-$265,087.32 
VICI VICI Properties Inc.
-1%
-$3,622.8 
EIX Edison International
-0.98%
-$22,719.63 
AMZN Amazon.com Inc
-0.98%
-$406,638 
HLN Haleon Plc ADR
-0.97%
-$7,635.04 
CMS CMS Energy Corporation Common Stock
-0.96%
-$12,076.42 
NXST Nexstar Media Group, Inc.
-0.96%
-$3,312.88 
RSG Republic Services Inc.
-0.94%
-$23,226.54 
SAP SAP SE Sponsored ADR
-0.94%
-$6,848.44 
XEL Xcel Energy Inc.
-0.93%
-$18,761.88 
HPQ HP Inc.
-0.93%
-$19,353.6 
CRM Salesforce, Inc.
-0.93%
-$42,119.23 
VIS Vanguard Industrials ETF
-0.93%
-$5,971.51 
ADSK Autodesk Inc.
-0.92%
-$4,566.05 
PM Philip Morris International Inc.
-0.91%
-$143,228.22 
BN Brookfield Corporation
-0.9%
-$2,743.78 
MSCI MSCI Inc.
-0.9%
-$8,217.67 
IXJ iShares Global Healthcare ETF
-0.89%
-$4,378.64 
CINF Cincinnati Financial Corporation
-0.89%
-$15,389.2 
NI NiSource Inc.
-0.88%
-$10,856.61 
VIV Telefônica Brasil S.A. ADR
-0.88%
-$2,554.61 
EW Edwards Lifesciences Corporation
-0.88%
-$4,001.35 
PWR Quanta Services, Inc.
-0.87%
-$27,830.68 
MDT Medtronic plc
-0.86%
-$16,086.27 
UBS UBS Group AG
-0.86%
-$6,714.9 
SDY State Street SPDR S&P Dividend ETF
-0.86%
-$17,959.33 
CP Canadian Pacific Kansas City Ltd.
-0.85%
-$2,028.18 
FVAL Fidelity Value Factor ETF
-0.85%
-$4,291.34 
GWW W.W. Grainger Inc.
-0.84%
-$4,156.35 
AEE Ameren Corporation
-0.84%
-$2,160.32 
HRB H&R Block Inc.
-0.84%
-$6,011.91 
LYG Lloyds Banking Group plc ADR
-0.84%
-$2,879.91 
VST Vistra Corp.
-0.83%
-$9,322.56 
EXC Exelon Corp.
-0.82%
-$19,988.88 
PPL PPL Corporation
-0.82%
-$17,574.87 
DVY iShares Select Dividend ETF
-0.81%
-$5,221.74 
LYV Live Nation Entertainment, Inc.
-0.81%
-$1,978.17 
AJG Arthur J. Gallagher & Co.
-0.79%
-$16,378.78 
BSX Boston Scientific Corp.
-0.79%
-$13,831.61 
HWKN Hawkins, Inc.
-0.79%
-$32,561.24 
EXEL Exelixis Inc.
-0.79%
-$3,985.07 
JIG JPMorgan International Growth ETF
-0.79%
-$2,810.51 
SPGI S&P Global Inc.
-0.79%
-$14,428.72 
WEC WEC Energy Group Inc.
-0.79%
-$21,557.36 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$42,217.12 
HEI.A Heico Corporation
-0.78%
-$67,451.16 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.78%
-$1,681.92 
MRSH Marsh & McLennan Companies, Inc.
-0.78%
-$14,752.92 
BRK-B Berkshire Hathaway Inc.
-0.78%
-$145,909.48 
CM Canadian Imperial Bank of Commerce
-0.77%
-$3,035.79 
SO The Southern Company
-0.77%
-$12,510.6 
VIG Vanguard Dividend Appreciation ETF
-0.77%
-$10,214.04 
ETR Entergy Corporation Common Stock
-0.76%
-$13,930.95 
CEG Constellation Energy Corporation
-0.76%
-$2,975.98 
FDMO Fidelity Momentum Factor ETF
-0.76%
-$3,839.16 
TXNM TXNM Energy, Inc.
-0.76%
-$1,616.68 
BMO Bank of Montreal
-0.76%
-$3,728.1 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.75%
-$46,575.79 
BIIB Biogen Inc.
-0.75%
-$13,018.8 
ITW Illinois Tool Works Inc.
-0.74%
-$18,826.65 
DTE DTE Energy Company
-0.74%
-$6,404.3 
FDVV Fidelity High Dividend ETF
-0.74%
-$1,536.4 
ACGL Arch Capital Group Ltd.
-0.73%
-$1,753.5 
AZN AstraZeneca PLC American Depositary Shares
-0.72%
-$10,012.5 
DGRO iShares Core Dividend Growth ETF
-0.72%
-$2,354.22 
URI United Rentals Inc.
-0.72%
-$3,088.26 
MLI Mueller Industries, Inc.
-0.71%
-$1,888.38 
ITA iShares U.S. Aerospace & Defense ETF
-0.71%
-$1,484.82 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
-0.71%
-$1,699.8 
IX ORIX Corporation Sponsored ADR
-0.71%
-$3,080.22 
AEP American Electric Power Company, Inc.
-0.71%
-$30,378.7 
IBB iShares Biotechnology ETF
-0.7%
-$8,558.89 
DIS The Walt Disney Company
-0.7%
-$17,262.63 
RSP Invesco S&P 500 Equal Weight ETF
-0.7%
-$1,959.93 
FQAL Fidelity Quality Factor ETF
-0.7%
-$2,835.11 
DB Deutsche Bank AG
-0.7%
-$1,801.14 
TSLA Tesla, Inc.
-0.7%
-$74,690.08 
EWU iShares MSCI United Kingdom ETF
-0.69%
-$37,012.47 
IDXX IDEXX Laboratories, Inc.
-0.69%
-$3,003.12 
HST Host Hotels & Resorts, Inc.
-0.68%
-$1,640.67 
RIO Rio Tinto plc ADR
-0.68%
-$2,041.74 
GLD SPDR Gold Shares
-0.68%
-$196,675.14 
CIEN Ciena Corp.
-0.67%
-$3,663.62 
AMP Ameriprise Financial Inc.
-0.66%
-$2,346.29 
IAU iShares Gold Trust
-0.66%
-$74,857 
BAC Bank of America Corporation
-0.66%
-$42,011.68 
SCHW The Charles Schwab Corporation
-0.66%
-$102,994.8 
FNDC Schwab Fundamental International Small Equity ETF
-0.65%
-$5,518.72 
FE FirstEnergy Corp.
-0.65%
-$14,748.6 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.65%
-$2,556.44 
EFG iShares MSCI EAFE Growth ETF
-0.64%
-$25,008.56 
VOT Vanguard Mid-Cap Growth ETF
-0.64%
-$47,710.6 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.64%
-$3,916.7 
ATO Atmos Energy Corporation
-0.64%
-$4,849.59 
IEUR iShares Core MSCI Europe ETF
-0.64%
-$6,808.42 
ETN Eaton Corporation plc
-0.64%
-$17,056.3 
CGUS Capital Group Core Equity ETF
-0.63%
-$3,849.16 
EZU iShares MSCI Eurozone ETF
-0.63%
-$102,219.97 
AAON AAON, Inc.
-0.62%
-$28,198.11 
JGLO JPMorgan Global Select Equity ETF
-0.61%
-$9,122.39 
A AgileThought, Inc. Class A Common Stock
-0.6%
-$2,292.15 
TOL Toll Brothers, Inc.
-0.6%
-$1,114.35 
BLCR iShares Large Cap Core Active ETF
-0.6%
-$137,150.86 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
-0.6%
-$80,452.35 
SRE Sempra
-0.6%
-$6,389.26 
DXJ WisdomTree Japan Hedged Equity Fund
-0.59%
-$2,688 
DOLE Dole plc
-0.59%
-$845.76 
ILCV iShares Morningstar Value ETF
-0.59%
-$1,835.6 
ADP Automatic Data Processing Inc.
-0.59%
-$29,308.65 
PSX Phillips 66
-0.59%
-$11,838.96 
MGV Vanguard Mega Cap Value ETF
-0.59%
-$18,043.74 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.59%
-$12,443.87 
PKG Packaging Corporation of America
-0.59%
-$11,322.3 
TM Toyota Motor Corporation Sponsored ADR
-0.58%
-$2,576.36 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.58%
-$2,247.8 
IEV iShares Europe ETF
-0.58%
-$3,923.82 
EWJ iShares MSCI Japan ETF
-0.58%
-$56,305.7 
OEF iShares S&P 100 ETF
-0.58%
-$53,917.6 
TMO Thermo Fisher Scientific Inc.
-0.57%
-$43,863.4 
IWD iShares Russell 1000 Value ETF
-0.57%
-$111,797.62 
XLB State Street Materials Select Sector SPDR ETF
-0.56%
-$1,280.06 
TLT iShares 20+ Year Treasury Bond ETF
-0.56%
-$1,663.48 
VTV Vanguard Morningstar Value ETF
-0.56%
-$36,655.92 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.55%
-$29,455.65 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$14,581.96 
DFAU Dimensional U.S. Core Equity Market ETF
-0.55%
-$1,703.17 
IJH iShares Core S&P Mid-Cap ETF
-0.55%
-$10,586.8 
CGGE Capital Group Global Equity ETF
-0.54%
-$3,058.61 
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF
-0.54%
-$3,367.32 
BBIN JPMorgan BetaBuilders International Equity ETF
-0.54%
-$6,671.95 
CGDV Capital Group Dividend Value ETF
-0.53%
-$3,344.64 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$3,823.3 
ARCC Ares Capital Corp.
-0.53%
-$1,814.4 
PGR The Progressive Corporation
-0.53%
-$62,637.24 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$58,959.06 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
-0.53%
-$1,754.15 
MMM 3M Company
-0.52%
-$7,819.08 
VRSN VeriSign, Inc.
-0.52%
-$3,384.8 
NDAQ Nasdaq, Inc. Common Stock
-0.52%
-$14,862.18 
BLV Vanguard Long-Term Bond ETF
-0.52%
-$4,456.04 
EFA iShares MSCI EAFE ETF
-0.52%
-$57,045.98 
IVV iShares Core S&P 500 ETF
-0.52%
-$143,613.24 
IVE iShares S&P 500 Value ETF
-0.52%
-$424,631.8 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.52%
-$6,584.4 
ED Consolidated Edison Inc.
-0.52%
-$9,560.4 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.52%
-$1,757.07 
ICE Intercontinental Exchange, Inc.
-0.51%
-$9,324.84 
AWK American Water Works Company, Inc.
-0.51%
-$2,714.14 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.51%
-$106,193.1 
IDEV iShares Core MSCI International Developed Markets ETF
-0.51%
-$5,892.75 
VOO Vanguard S&P 500 ETF
-0.51%
-$90,602.84 
TEL TE Connectivity plc
-0.5%
-$3,038.7 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.5%
-$1,368.15 
ES Eversource Energy
-0.5%
-$10,218.36 
JVAL JPMorgan U.S. Value Factor ETF
-0.5%
-$1,521.02 
GNRC Generac Holdings Inc.
-0.5%
-$2,104.67 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.5%
-$4,246.41 
JAZZ Jazz Pharmaceuticals plc
-0.5%
-$959.97 
FDLO Fidelity Low Volatility Factor ETF
-0.5%
-$1,885.89 
IWV iShares Russell 3000 ETF
-0.49%
-$4,337.19 
SPY State Street SPDR S&P 500 ETF Trust
-0.49%
-$40,136.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.49%
-$1.11M 
TLK PT Telkom Indonesia (Persero) Tbk ADR
-0.49%
-$963.96 
TLH iShares 10-20 Year Treasury Bond ETF
-0.49%
-$5,496.18 
DGX Quest Diagnostics Incorporated
-0.49%
-$2,102.73 
IRM Iron Mountain Inc.
-0.49%
-$5,137.56 
USMV iShares MSCI USA Min Vol Factor ETF
-0.49%
-$26,805.9 
DFAI Dimensional International Core Equity Market ETF
-0.48%
-$1,100.6 
WFC Wells Fargo & Company
-0.48%
-$18,755.29 
JAVA JPMorgan Active Value ETF
-0.48%
-$19,384 
IVW iShares S&P 500 Growth ETF
-0.48%
-$486,361.92 
IWO iShares Russell 2000 Growth ETF
-0.48%
-$2,140.93 
CGGO Capital Group Global Growth Equity ETF
-0.48%
-$1,318.68 
VB Vanguard Small-Cap ETF
-0.48%
-$7,260.18 
USB U.S. Bancorp
-0.47%
-$20,087.08 
IVLU iShares MSCI Intl Value Factor ETF
-0.47%
-$5,080.4 
NXPI NXP Semiconductors N.V.
-0.47%
-$2,245.6 
YUMC Yum China Holdings, Inc.
-0.47%
-$2,073.54 
DFAS Dimensional U.S. Small Cap ETF
-0.47%
-$3,111.7 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.47%
-$355,822.08 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.46%
-$20,516.47 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.46%
-$1,054.42 
VV Vanguard Morningstar Large-Cap ETF
-0.46%
-$1,884.05 
VTI Vanguard Total Stock Market ETF
-0.46%
-$19,776.67 
STZ Constellation Brands Inc. Class A
-0.46%
-$4,084.95 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.46%
-$76,043.88 
IWL iShares Russell Top 200 ETF
-0.45%
-$1,622.82 
VUG Vanguard Morningstar Growth ETF
-0.45%
-$25,253.53 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$6,661.5 
MPC Marathon Petroleum Corp.
-0.45%
-$18,214.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.45%
-$4,859.25 
WTRG Essential Utilities Inc.
-0.44%
-$1,222.84 
DSI iShares ESG MSCI KLD 400 ETF
-0.44%
-$2,080.97 
IWB iShares Russell 1000 ETF
-0.44%
-$19,225.98 
SMB VanEck Short Muni ETF
-0.43%
-$4,901.18 
ESGU iShares ESG Aware MSCI USA ETF
-0.43%
-$4,658.12 
DFUS Dimensional U.S. Equity Market ETF
-0.43%
-$1,320.12 
IOO iShares Global 100 ETF
-0.43%
-$1,786.84 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$3,637.01 
RBA RB Global Inc.
-0.43%
-$5,304.6 
VBR Vanguard Small-Cap Value ETF
-0.43%
-$19,422.71 
DFUV Dimensional US Marketwide Value ETF
-0.42%
-$3,245.28 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.42%
-$1,477.12 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.42%
-$77,670.6 
VBK Vanguard Small-Cap Growth ETF
-0.42%
-$1,832.87 
IJAN Innovator International Developed Power Buffer ETF - January
-0.41%
-$894.09 
EBAY eBay Inc.
-0.41%
-$10,842 
FSMD Fidelity Small-Mid Multifactor ETF
-0.41%
-$811.18 
BRX Brixmor Property Group Inc.
-0.41%
-$813.39 
CGDG Capital Group Dividend Growers ETF
-0.41%
-$1,401.82 
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF
-0.4%
-$853.59 
IWS iShares Russell Mid-Cap Value ETF
-0.39%
-$17,912.44 
VT Vanguard Total World Stock ETF
-0.39%
-$1,036.89 
IWF iShares Russell 1000 Growth ETF
-0.39%
-$127,675.82 
IWR iShares Russell Mid-Cap ETF
-0.39%
-$62,153.06 
NMR Nomura Holdings, Inc. Sponsored ADR
-0.39%
-$461.4 
SEI Solaris Energy Infrastructure, Inc.
-0.38%
-$864.45 
CHRW C.H. Robinson Worldwide Inc.
-0.38%
-$737.38 
GWX SPDR S&P International Small Cap ETF
-0.38%
-$1,904.34 
TT Trane Technologies plc
-0.38%
-$19,697.78 
KEY KeyCorp
-0.38%
-$4,339.44 
O Realty Income Corp.
-0.38%
-$2,666.44 
PNC The PNC Financial Services Group, Inc.
-0.38%
-$14,337.8 
NVDA NVIDIA Corporation
-0.37%
-$318,784.58 
PNW Pinnacle West Capital Corporation
-0.37%
-$3,671.07 
ZM Zoom Communications, Inc. Class A Common Stock
-0.36%
-$2,116.45 
EWC iShares MSCI Canada ETF
-0.36%
-$21,219.88 
MTB M&T Bank Corporation
-0.36%
-$3,224 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.36%
-$1,739.86 
CHT Chunghwa Telecom Co., Ltd. ADR
-0.35%
-$3,851.86 
VEA Vanguard FTSE Developed Markets ETF
-0.35%
-$35,060.64 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.34%
-$7,230.1 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.34%
-$1,492.75 
EQIX Equinix, Inc.
-0.34%
-$5,548.02 
SPBO State Street SPDR Portfolio Corporate Bond ETF
-0.34%
-$1,378.36 
VYMI Vanguard International High Dividend Yield ETF
-0.34%
-$5,814.63 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.34%
-$1,342.28 
VTR Ventas, Inc.
-0.33%
-$4,186.73 
HUM Humana Inc.
-0.33%
-$825.66 
MGK Vanguard Mega Cap Growth ETF
-0.33%
-$8,537.89 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.32%
-$3,981.76 
DFAT Dimensional U.S. Targeted Value ETF
-0.32%
-$2,126.3 
RY Royal Bank of Canada
-0.31%
-$3,657.14 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$1,130.14 
BNS Bank of Nova Scotia
-0.31%
-$1,200.6 
CMI Cummins Inc.
-0.31%
-$3,822.14 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.31%
-$728.5 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.3%
-$1,800.24 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$65,068.44 
SPOT Spotify Technology S.A.
-0.29%
-$1,738.92 
SONY Sony Group Corp. Sponsored ADR
-0.29%
-$1,140.97 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.29%
-$772.74 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.28%
-$919.01 
RS Reliance, Inc.
-0.28%
-$1,317.77 
IWM iShares Russell 2000 ETF
-0.28%
-$28,070.71 
NLY Annaly Capital Management, Inc.
-0.27%
-$640.4 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.27%
-$4,751.78 
DUK Duke Energy Corporation
-0.27%
-$4,729.53 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$1,467.31 
VXUS Vanguard Total International Stock ETF
-0.26%
-$4,401.05 
SON Sonoco Products Company
-0.26%
-$1,899.95 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$6,836.35 
EMHC State Street SPDR Bloomberg Emerging Markets USD Bond ETF
-0.25%
-$715.78 
TD Toronto-Dominion Bank
-0.24%
-$1,687.57 
LRCX Lam Research Corp.
-0.24%
-$12,111.12 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.24%
-$2,035.28 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$793.98 
IHS IHS Holding Limited
-0.24%
-$396.96 
VRT Vertiv Holdings Co Class A Common Stock
-0.23%
-$681.26 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.23%
-$8,031.11 
USXF iShares ESG Advanced MSCI USA ETF
-0.23%
-$851.98 
ULS UL Solutions Inc. Class A Common Stock
-0.23%
-$1,687.25 
D Dominion Energy, Inc.
-0.23%
-$6,853.35 
THRO iShares U.S. Thematic Rotation Active ETF
-0.23%
-$58,280.8 
PAYX Paychex Inc.
-0.23%
-$2,966.4 
SUNB Sunbelt Rentals Holdings Inc.
-0.23%
-$16,880.76 
BND Vanguard Total Bond Market ETF
-0.23%
-$13,692.89 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.23%
-$3,662.4 
JBND JPMorgan Active Bond ETF
-0.22%
-$7,101.02 
FER Ferrovial N.V.
-0.22%
-$492.35 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.22%
-$577.15 
VLUE iShares MSCI USA Value Factor ETF
-0.21%
-$4,151.24 
SNA Snap-on Incorporated
-0.21%
-$790.39 
HDV iShares Core High Dividend ETF
-0.21%
-$575.58 
OTIS Otis Worldwide Corporation
-0.21%
-$768.16 
AAPL Apple Inc.
-0.21%
-$211,049.57 
LNTH Lantheus Holdings Inc.
-0.21%
-$861.2 
BIV Vanguard Intermediate-Term Bond ETF
-0.21%
-$4,959.69 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,158.43 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.2%
-$3,897.2 
IXUS iShares Core MSCI Total International Stock ETF
-0.2%
-$19,619.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$86,630.7 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.2%
-$24,374.22 
JCPB JPMorgan Core Plus Bond ETF
-0.2%
-$5,732.37 
VXF Vanguard Extended Market ETF
-0.2%
-$2,453.36 
SAN Banco Santander, S.A. Sponsored ADR
-0.19%
-$1,638.2 
FBND Fidelity Total Bond ETF
-0.19%
-$4,866.16 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$4,354.35 
SYSB iShares Systematic Bond ETF
-0.19%
-$12,003.78 
IUSB iShares Core Universal USD Bond ETF
-0.18%
-$2,303.3 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$54,739.04 
FNDF Schwab Fundamental International Equity ETF
-0.18%
-$771.02 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.18%
-$11,075.09 
DHR Danaher Corp.
-0.17%
-$4,176.9 
CORO iShares International Country Rotation Active ETF
-0.17%
-$83,253.12 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.17%
-$4,067.1 
SRLN State Street Blackstone Senior Loan ETF
-0.16%
-$1,523.66 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.16%
-$22,178.8 
CMCSA Comcast Corp. Class A Common Stock
-0.15%
-$2,311.43 
WELL Welltower Inc.
-0.15%
-$8,634.72 
OPCH Option Care Health Inc.
-0.14%
-$505.9 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.14%
-$666.77 
SPG Simon Property Group Inc.
-0.13%
-$809.05 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.13%
-$1,275.64 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$4,580.14 
FLEX Flex Ltd.
-0.12%
-$386.37 
RELX RELX PLC American Depositary Receipt
-0.12%
-$901.15 
TOWN TowneBank
-0.12%
-$626.09 
LIN Linde plc
-0.12%
-$9,137.52 
APD Air Products and Chemicals Inc.
-0.12%
-$2,617.38 
MBB iShares MBS ETF
-0.12%
-$34,220.89 
IEI iShares 3-7 Year Treasury Bond ETF
-0.11%
-$4,271.41 
BNDW Vanguard Total World Bond ETF
-0.11%
-$240.07 
JIVE JPMorgan International Value ETF
-0.11%
-$604.8 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.11%
-$505.29 
BINC iShares Flexible Income Active ETF
-0.11%
-$16,315.86 
PLD Prologis, Inc.
-0.1%
-$2,515.11 
BWXT BWX Technologies, Inc.
-0.1%
-$173.42 
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
-0.1%
-$464.71 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$5,576.77 
GVI iShares Intermediate Government/Credit Bond ETF
-0.1%
-$924.31 
TIP iShares TIPS Bond ETF
-0.09%
-$14,605.5 
CWB SPDR Bloomberg Convertible Securities ETF
-0.08%
-$223.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.08%
-$5,004 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$239.91 
IWN iShares Russell 2000 Value ETF
-0.07%
-$591.36 
IAGG iShares Core International Aggregate Bond ETF
-0.07%
-$267.33 
JPIE JPMorgan Income ETF
-0.07%
-$258.6 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$375.98 
FITB Fifth Third Bancorp
-0.07%
-$708.78 
JGRO JPMorgan Active Growth ETF
-0.07%
-$2,418.24 
SPMO Invesco S&P 500 Momentum ETF
-0.07%
-$17,800.02 
CARR Carrier Global Corp.
-0.06%
-$260.5 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$8,428.37 
GILD Gilead Sciences Inc.
-0.06%
-$6,018.82 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.06%
-$209.65 
GLW Corning Incorporated
-0.05%
-$1,003.34 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$848.91 
BBY Best Buy Co., Inc.
-0.05%
-$701.95 
FTCB First Trust Core Investment Grade ETF
-0.05%
-$120.11 
PPA Invesco Aerospace & Defense ETF
-0.05%
-$126.3 
JPLD JPMorgan Limited Duration Bond ETF
-0.05%
-$1,374.55 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
-0.05%
-$136.26 
AVGO Broadcom Inc.
-0.04%
-$10,539.1 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$785.2 
FLOT iShares Floating Rate Bond ETF
-0.04%
-$80.48 
RDY Dr. Reddy's Laboratories Ltd. ADR
-0.04%
-$54.14 
SHOP Shopify Inc.
-0.04%
-$354.36 
GD General Dynamics Corp.
-0.03%
-$926.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$6,388.65 
OMC Omnicom Group Inc.
-0.02%
-$458.3 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.02%
-$305.8 
ICVT iShares Convertible Bond ETF
-0.01%
-$171.84 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.01%
-$1,266.57 
WM Waste Management Inc.
-0.01%
-$424 Events
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Dividends
Dividend Analysis
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| Trades 10443 | Longs Won 6227/10443 59% | Profit Factor 4.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $614,218.68 |
| Average Win $161,121.37 | Best Trade (Oct 15) $30.11M | Sharpe Ratio -14.8 |
| Average Loss -$56,400.23 | Worst Trade (Sep 30) -$13.97M | Z-Score 9.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $73,304.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 2,183 | $282,816.08 | $377,309.72 | - | $94,493.64 | 33.41% | -0.604% |
| AAON AAON, Inc. | 65,577 | $5.33M | $4.54M | - | -$789,860.45 | -14.83% | -0.618% |
| AAPL Apple Inc. | 289,109 | $62.93M | $100.46M | - | $37.53M | 59.64% | -0.21% |
| ABBV AbbVie Inc. | 35,888 | $6.98M | $10.28M | - | $3.3M | 47.29% | +0.444% |
| ABNB Airbnb Inc. Class A Common Stock | 3,135 | $376,922.52 | $539,784.3 | - | $162,861.78 | 43.21% | -2.037% |
| ABT Abbott Laboratories | 32,662 | $3.86M | $3.39M | - | -$472,609.08 | -12.23% | +1.317% |
| ACGL Arch Capital Group Ltd. | 2,338 | $226,926.28 | $238,335.72 | - | $11,409.44 | 5.03% | -0.73% |
| ACN Accenture plc | 21,921 | $6.03M | $5.46M | - | -$572,385.12 | -9.5% | -3.819% |
| ADBE Adobe Inc. | 6,075 | $2.72M | $1.6M | - | -$1.12M | -41.21% | -2.676% |
| ADI Analog Devices, Inc. | 8,474 | $2.06M | $3.31M | - | $1.25M | 60.63% | +1.125% |
| ADM Archer-Daniels-Midland Company | 5,291 | $387,986.31 | $423,756.19 | - | $35,769.88 | 9.22% | +0.313% |
| ADP Automatic Data Processing Inc. | 16,101 | $4.51M | $4.93M | - | $420,630.71 | 9.33% | -0.591% |
| ADSK Autodesk Inc. | 1,943 | $505,360.05 | $490,801.8 | - | -$14,558.25 | -2.88% | -0.922% |
| AEE Ameren Corporation | 2,361 | $236,612.98 | $255,047.02 | - | $18,434.04 | 7.79% | -0.84% |
| AEM Agnico Eagle Mines Limited | 2,503 | $325,887.35 | $435,709.72 | - | $109,822.37 | 33.7% | -1.178% |
| AEP American Electric Power Company, Inc. | 32,913 | $3.1M | $4.27M | - | $1.17M | 37.75% | -0.707% |
| AFL Aflac Incorporated | 15,261 | $1.07M | $1.84M | - | $770,298.99 | 71.96% | -2.15% |
| AGG iShares Core U.S. Aggregate Bond ETF | 444,260 | $45.23M | $42.62M | - | -$2.61M | -5.77% | -0.203% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,233 | $330,894.08 | $330,163.35 | - | -$730.73 | -0.22% | -0.24% |
| AGX Argan Inc. | 392 | $213,502.8 | $129,665.76 | - | -$83,837.04 | -39.27% | +0.145% |
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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 - $14.52M, iShares MSCI USA Quality Factor ETF - $12.82M, iShares Emerging Markets Equity Factor ETF - $10.19M, NVIDIA Corporation - $9.46M, and iShares U.S. Technology ETF - $8.95M. 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 - $14.31M, iShares Russell 2000 ETF - $2.53M, UnitedHealth Group Inc - $2.48M, Fiserv, Inc - $2.2M, and Adobe Inc - $1.91M. 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 $140.9M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $4.1M, iShares National Muni Bond ETF - $2.33M, iShares MSCI EAFE Value ETF - $2.11M, iShares S&P 500 Value ETF - $1.98M, and iShares MBS ETF - $1.97M. 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.
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