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:
90.39%
Gain +1.63%
Monthly
0.97%
Yearly
12.3%
Drawdown
21.76%
$3.25B
Equity
Holdings
$3.25B
Investment
$2.52B
$800.41M
Profit +$28.58M
Realized
$75.54M
Unrealized
$724.87M
Dividends
$134.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.63%
Profit
$28.58M
Win %
69%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$25.43M
Win %
69%
This Month
Compared to last month
Gain
-0.44%
Profit
-$14.33M
Win %
69%
This Year
Compared to last year
Gain
12.65%
Profit
$364.58M
Win %
69%
HPE Hewlett Packard Enterprise Company
+11.57%
+$169,411.68 
DELL Dell Technologies Inc.
+10.11%
+$172,047.98 
HPQ HP Inc.
+8.49%
+$46,565 
TEN Tsakos Energy Navigation Ltd.
+6.82%
+$15,908.8 
NTAP NetApp, Inc.
+5.74%
+$58,736.28 
ANET Arista Networks, Inc.
+4.74%
+$1.4M 
SEI Solaris Energy Infrastructure Inc.
+4.54%
+$11,939.73 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+4.44%
+$11,740.94 
SHOP Shopify Inc.
+4.03%
+$32,253.39 
MPC Marathon Petroleum Corporation
+3.97%
+$134,323.35 
INTC Intel Corporation
+3.89%
+$199,342.44 
ETN Eaton Corporation plc
+3.6%
+$105,103.02 
CLS Celestica Inc.
+3.49%
+$21,115.08 
KR Kroger Co.
+3.46%
+$40,645.04 
MFG Mizuho Financial Group Inc. ADR
+3.43%
+$9,813.88 
PWR Quanta Services Inc.
+3.41%
+$124,971.32 
JBL Jabil Inc.
+3.28%
+$40,724.22 
GEV GE Vernova Inc.
+3.25%
+$209,472.37 
P Everpure Inc.
+3.2%
+$23,902.92 
MRVL Marvell Technology, Inc.
+3.2%
+$31,133.11 
QCOM QUALCOMM Incorporated
+3.18%
+$106,358.5 
VLO Valero Energy Corporation
+3.15%
+$103,457.17 
HUBB Hubbell Inc.
+3.02%
+$19,846.2 
TFPM Triple Flag Precious Metals Corp
+3%
+$30,820.68 
TM Toyota Motor Corporation
+2.94%
+$14,221.05 
AAON Aaon Inc.
+2.91%
+$137,108.46 
BULL Webull Corporation
+2.85%
+$10,566.61 
APH Amphenol Corporation
+2.83%
+$205,089.96 
TXN Texas Instruments Inc
+2.74%
+$76,437.92 
BX Blackstone Inc.
+2.71%
+$84,284.27 
FISV Fiserv, Inc.
+2.6%
+$19,143.14 
UAL United Airlines Holdings, Inc.
+2.57%
+$20,657.46 
CSCO Cisco Systems, Inc.
+2.56%
+$369,866.79 
IX Orix Corporation Sponsored ADR
+2.54%
+$10,958.93 
AGX Argan Inc.
+2.54%
+$3,971.52 
TEL TE Connectivity plc
+2.53%
+$15,005.39 
CRM Salesforce Inc
+2.48%
+$118,002.27 
PSX Phillips 66
+2.44%
+$24,521.15 
IBM International Business Machines Corporation
+2.44%
+$104,081.93 
RDY Dr. Reddy's Laboratories Ltd.
+2.43%
+$4,023.34 
AMD Advanced Micro Devices, Inc.
+2.43%
+$368,210.2 
WPM Wheaton Precious Metals Corp.
+2.38%
+$10,684.8 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.37%
+$8,937.81 
TMUS T-Mobile US, Inc.
+2.36%
+$121,966.96 
AEM Agnico Eagle Mines Limited
+2.35%
+$11,468.51 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.34%
+$6,551.99 
BBY Best Buy Co., Inc.
+2.3%
+$25,657.17 
CIEN Ciena Corporation
+2.27%
+$8,967.14 
KGC Kinross Gold Corporation
+2.25%
+$15,306.2 
AMT American Tower Corporation
+2.23%
+$29,108.26 
CAT Caterpillar Inc.
+2.22%
+$113,897.83 
NOW ServiceNow, Inc.
+2.22%
+$82,259.88 
BA Boeing Company
+2.2%
+$88,819.94 
EME EMCOR Group, Inc.
+2.19%
+$16,480.78 
ADI Analog Devices, Inc.
+2.15%
+$78,607.45 
EWJ iShares MSCI Japan ETF
+2.12%
+$146,180.69 
SENEA Seneca Foods Corporation Class A
+2.1%
+$5,902.16 
NXPI NXP Semiconductors N.V.
+2.1%
+$9,745.61 
GNRC Generac Holdings Inc.
+2.08%
+$7,972.02 
DXJ WisdomTree Japan Hedged Equity Fund
+2.07%
+$9,825.83 
ROK Rockwell Automation, Inc.
+2.02%
+$60,350 
NWG NatWest Group plc Sponsored ADR
+2.01%
+$8,078.21 
SII Sprott Inc.
+2%
+$3,739.34 
SSO ProShares Ultra S&P500
+2%
+$225,736.23 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.98%
+$20,671.62 
SYY Sysco Corporation
+1.97%
+$13,810.87 
ELV Elevance Health, Inc.
+1.97%
+$12,149.15 
RBA Rb Global Inc.
+1.93%
+$23,384.09 
HOOD Robinhood Markets, Inc.
+1.92%
+$9,731.52 
AAPL Apple Inc.
+1.91%
+$1.77M 
IRM Iron Mountain Inc.
+1.9%
+$18,515.28 
EMR Emerson Electric Co.
+1.88%
+$37,986.85 
AME Ametek Inc.
+1.87%
+$47,802.71 
BLK BlackRock, Inc.
+1.86%
+$26,412.72 
GOOG Alphabet Inc
+1.82%
+$511,886.7 
GOOGL Alphabet Inc
+1.82%
+$957,126.94 
IVZ Invesco Ltd.
+1.82%
+$5,339.48 
FFIV F5 Inc.
+1.8%
+$6,736.84 
T AT&T Inc.
+1.8%
+$125,528.94 
ORCL Oracle Corporation
+1.8%
+$86,462.75 
SCCO Southern Copper Corporation
+1.8%
+$5,530.92 
SAN Banco Santander S.A. Sponsored ADR
+1.74%
+$18,080.78 
AMZN Amazon.com Inc
+1.74%
+$746,130 
SHW The Sherwin-Williams Company
+1.73%
+$33,627 
NEM Newmont Corporation
+1.73%
+$51,914.72 
META Meta Platforms Inc Class A
+1.7%
+$625,589.48 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$13,768.02 
DE Deere & Company
+1.68%
+$47,913.18 
PLTR Palantir Technologies Inc.
+1.65%
+$68,645.22 
UMC United Microelectronics Corp. Sponsored ADR
+1.65%
+$5,235.19 
ABBV AbbVie Inc.
+1.64%
+$139,774.21 
FCX Freeport-McMoRan Inc.
+1.64%
+$8,883.81 
CTAS Cintas Corporation
+1.63%
+$107,675.28 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
+1.61%
+$1,502.46 
VSTS Vestis Corporation
+1.61%
+$2,262.54 
DAL Delta Air Lines, Inc.
+1.6%
+$10,045 
BABA Alibaba Group Holding Limited SP ADR
+1.59%
+$5,591.36 
NVDA NVIDIA Corporation
+1.56%
+$1.32M 
CBRE CBRE Group Inc.
+1.55%
+$8,035.7 
HAFN Hafnia Ltd
+1.55%
+$3,986.34 
CMI Cummins Inc.
+1.54%
+$19,552.52 
ING ING Groep N.V. Sponsored ADR
+1.54%
+$7,356.86 
HSBC HSBC Holdings plc Sponsored ADR
+1.54%
+$21,514.96 
AU AngloGold Ashanti plc
+1.53%
+$20,351.4 
GLD SPDR Gold Shares
+1.53%
+$480,085.65 
KKR KKR & Co. Inc.
+1.52%
+$19,347.14 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+1.5%
+$8,157.96 
LEA Lear Corporation
+1.49%
+$3,585.21 
EQH Equitable Holdings, Inc.
+1.47%
+$5,077.8 
CARR Carrier Global Corporation
+1.45%
+$5,644.06 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$23,096.24 
IAU iShares Gold Trust
+1.45%
+$159,149.05 
MEDP Medpace Holdings Inc.
+1.44%
+$160,621.26 
VGT Vanguard Information Technology ETF
+1.44%
+$62,050.07 
OKE ONEOK, Inc.
+1.44%
+$24,409 
JCI Johnson Controls International plc
+1.44%
+$12,851.45 
UBS UBS Group AG
+1.43%
+$13,272.49 
WSM Williams-Sonoma, Inc.
+1.43%
+$6,699 
MTUM iShares MSCI USA Momentum Factor ETF
+1.43%
+$15,379.24 
CRWD CrowdStrike Holdings, Inc.
+1.41%
+$90,199.15 
TER Teradyne, Inc.
+1.41%
+$6,762.58 
ISRG Intuitive Surgical, Inc.
+1.38%
+$68,889.31 
LEN Lennar Corporation
+1.36%
+$11,662.12 
NYAX Nayax Ltd.
+1.35%
+$2,510.08 
GS The Goldman Sachs Group, Inc.
+1.35%
+$77,096.14 
VZ Verizon Communications Inc.
+1.32%
+$111,767.04 
IDCC InterDigital, Inc.
+1.32%
+$4,076.44 
FNDC Schwab Fundamental International Small Company Index ETF
+1.31%
+$11,468.59 
AXP American Express Company
+1.31%
+$119,897.16 
IYW iShares U.S. Technology ETF
+1.31%
+$68,477.07 
IVLU iShares MSCI International Value Factor ETF
+1.3%
+$16,497.9 
JPM JPMorgan Chase & Co.
+1.3%
+$379,808.2 
SUNB Sunbelt Rentals Holdings, Inc.
+1.3%
+$13,073.9 
CORO Ishares International Country Rotational Active ETF
+1.3%
+$619,188.62 
PKG Packaging Corporation of America
+1.29%
+$23,865 
BBIN JPMorgan BetaBuilders International Equity Fund
+1.29%
+$16,666.5 
CRH CRH plc
+1.29%
+$9,017.4 
LYG Lloyds Banking Group Plc ADR
+1.27%
+$4,273.27 
A Agilent Technologies Inc.
+1.27%
+$3,872.96 
IGM iShares Expanded Tech Sector ETF
+1.27%
+$16,727.7 
ASML ASML Holding N.V. New York Registry Shares
+1.27%
+$42,694.44 
FERG Ferguson Enterprises Inc
+1.26%
+$33,514.85 
LION Lionsgate Studios Corp.
+1.26%
+$1,622.88 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.25%
+$35,826.56 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.25%
+$3,694.32 
VUG Vanguard Growth ETF
+1.24%
+$69,977.52 
SW Smurfit WestRock PLC
+1.23%
+$11,177.4 
EXPD Expeditors International of Washington, Inc.
+1.23%
+$19,644.23 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.23%
+$17,523.37 
HCA HCA Healthcare Inc.
+1.22%
+$38,259.35 
CVX Chevron Corporation
+1.22%
+$147,355.05 
FAST Fastenal Co.
+1.21%
+$61,131.25 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.21%
+$79,855.65 
MGK Vanguard Mega Cap Growth ETF
+1.21%
+$35,899.62 
BAI iShares A.I. Innovation and Tech Active ETF
+1.2%
+$515,732.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.19%
+$122,317.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.18%
+$7,439.95 
ICLN iShares Global Clean Energy ETF
+1.18%
+$3,902.43 
GNTX Gentex Corporation
+1.17%
+$2,551.8 
EFV iShares MSCI EAFE Value ETF
+1.17%
+$423,975.5 
DLR Digital Realty Trust, Inc.
+1.15%
+$2,687.83 
EEM iShares MSCI Emerging Markets ETF
+1.15%
+$7,351.96 
JIG JPMorgan International Growth ETF
+1.14%
+$4,235.43 
IEV iShares Europe ETF
+1.14%
+$8,225.3 
BLCR iShares Large Cap Core ACT ETF
+1.14%
+$261,106.96 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.13%
+$3,196.36 
NRG NRG Energy, Inc.
+1.13%
+$1,868.58 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.13%
+$834,239.64 
IEMG iShares Core MSCI Emerging Markets ETF
+1.11%
+$114,454.34 
VEU Vanguard FTSE All-World ex-US ETF
+1.11%
+$19,572.68 
OMF OneMain Holdings Inc.
+1.11%
+$11,344.29 
MAR Marriott International Inc. - Class A
+1.11%
+$16,490.7 
JGLO JPMorgan Global Select Equity ETF
+1.11%
+$22,876.8 
XLE Energy Select Sector SPDR Fund
+1.11%
+$6,803.28 
EFA iShares MSCI EAFE ETF
+1.11%
+$123,905.34 
OEF iShares S&P 100 ETF
+1.11%
+$91,991.95 
THRO iShares U.S. Thematic Rotation Active ETF
+1.1%
+$378,142.08 
MPWR Monolithic Power Systems, Inc.
+1.1%
+$2,979.96 
ECL Ecolab Inc.
+1.1%
+$33,179.92 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.1%
+$567,560.49 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$126,067.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.1%
+$1.11M 
VIS Vanguard Industrials ETF
+1.1%
+$7,250.4 
MGA Magna International Inc.
+1.09%
+$3,572.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.09%
+$15,175.71 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.09%
+$183,353.3 
COF Capital One Financial Corporation
+1.08%
+$57,227.52 
F Ford Motor Company
+1.08%
+$54,428.1 
FDMO Fidelity Momentum Factor ETF
+1.08%
+$4,800.95 
FER Ferrovial SE
+1.08%
+$2,514 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+1.08%
+$5,098.63 
DSI iShares MSCI KLD 400 Social ETF
+1.08%
+$4,459.74 
IWL iShares Russell Top 200 ETF
+1.08%
+$4,712.18 
SCHX Schwab U.S. Large-Cap ETF
+1.07%
+$8,377.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.07%
+$14,916.36 
JGRO JPMorgan Active Growth ETF
+1.07%
+$42,211.88 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.06%
+$3,804 
VYMI Vanguard International High Dividend Yield Index Fund
+1.06%
+$18,807.84 
ICE Intercontinental Exchange, Inc.
+1.06%
+$21,615 
IWF iShares Russell 1000 Growth ETF
+1.05%
+$342,307.84 
RCL Royal Caribbean Group
+1.05%
+$9,058.14 
DFAI Dimensional International Core Equity Market ETF
+1.05%
+$2,448.84 
TMO Thermo Fisher Scientific Inc.
+1.05%
+$71,028.93 
IXUS iShares Core International Stock ETF
+1.05%
+$105,431.88 
MLM Martin Marietta Materials, Inc.
+1.05%
+$12,145.34 
EZU iShares MSCI Eurozone ETF
+1.04%
+$125,387.28 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.04%
+$3,234.47 
BTI British American Tobacco p.l.c. ADR
+1.04%
+$13,902.87 
GWW W.W. Grainger, Inc.
+1.04%
+$4,676.34 
PH Parker-Hannifin Corporation
+1.03%
+$30,660.08 
MCO Moody's Corporation
+1.03%
+$6,906.9 
COCO The Vita Coco Company, Inc.
+1.03%
+$3,443.42 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.03%
+$135,285.27 
BUD Anheuser-Busch InBev S.A. ADR
+1.03%
+$4,277.6 
WFC Wells Fargo & Company
+1.02%
+$41,584 
VOO Vanguard S&P 500 ETF
+1.02%
+$181,488.91 
ESGU iShares ESG Aware MSCI USA ETF
+1.02%
+$10,118.03 
IWB iShares Russell 1000 ETF
+1.02%
+$44,018.82 
SPY SPDR S&P 500 ETF Trust
+1.02%
+$81,484.39 
DFUS Dimensional U.S. Equity Market ETF
+1.02%
+$3,047.52 
URI United Rentals, Inc.
+1.01%
+$3,950 
XOM Exxon Mobil Corporation
+1.01%
+$111,676.24 
WSO Watsco Inc.
+1.01%
+$70,254.58 
ACN Accenture plc Class A
+1%
+$34,026.48 
IWV ISHARES RUSSELL 3000 ETF
+1%
+$8,694.6 
IVV iShares Core S&P 500 ETF
+1%
+$271,645.03 
TRV The Travelers Companies, Inc.
+0.99%
+$28,012.71 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.99%
+$14,612 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.99%
+$4,260.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.99%
+$41,300.75 
DDOG Datadog, Inc. Class A Common Stock
+0.98%
+$5,002.07 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.98%
+$115,751.09 
JIVE JPMorgan International Value ETF
+0.97%
+$5,017.57 
VT Vanguard Total World Stock ETF
+0.97%
+$3,195.5 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.97%
+$5,415.93 
FICO Fair Isaac Corporation
+0.97%
+$4,094.2 
ULS Ul Solutions Inc.
+0.96%
+$6,252.89 
SNA Snap-on Inc.
+0.96%
+$3,162.36 
JVAL JPMorgan U.S. Value Factor ETF
+0.96%
+$3,038.01 
GLNG Golar LNG Ltd.
+0.96%
+$2,391.68 
GWX SPDR S&P International Small Cap ETF
+0.96%
+$5,173.96 
TT Trane Technologies plc
+0.96%
+$48,954.61 
QQQ Invesco QQQ Trust, Series 1
+0.96%
+$11,246.5 
EPP iShares MSCI Pacific ex Japan ETF
+0.95%
+$33,141.64 
IVE ISHARES S&P 500 VALUE ETF
+0.95%
+$882,757.24 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.95%
+$1,453.69 
IWO iShares Russell 2000 Growth ETF
+0.95%
+$4,170.94 
MSFT Microsoft Corp.
+0.95%
+$663,929.23 
DFAU Dimensional US Core Equity Market ETF
+0.94%
+$2,907.14 
BBDO Banco Bradesco S.A.
+0.94%
+$1,586.46 
EFG iShares MSCI EAFE Growth ETF
+0.94%
+$39,540 
OTIS Otis Worldwide Corporation
+0.93%
+$2,126.88 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.92%
+$3,496.57 
IWD iShares Russell 1000 Value ETF
+0.92%
+$172,026.23 
MSI Motorola Solutions, Inc.
+0.92%
+$7,250.52 
SHEL Shell plc
+0.92%
+$6,954.64 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.91%
+$5,874.89 
JAVA JPMorgan Active Value ETF
+0.91%
+$37,191.14 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.91%
+$187,803.6 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.91%
+$3,307.5 
VLUE iShares MSCI USA Value Factor ETF
+0.91%
+$19,888.85 
FDLO Fidelity Low Volatility Factor ETF
+0.91%
+$3,029.08 
XLC Communication Services Select Sector SPDR Fund
+0.91%
+$6,621.56 
MS Morgan Stanley
+0.9%
+$29,934.72 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.9%
+$6,198.5 
FVAL Fidelity Value Factor ETF
+0.9%
+$3,751.42 
CGGE Capital Group Global Equity ETF
+0.9%
+$5,327.97 
CEG Constellation Energy Corporation
+0.89%
+$4,309.25 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.89%
+$2,127.53 
AZO AutoZone Inc.
+0.89%
+$8,847.22 
EQIX Equinix, Inc.
+0.89%
+$14,828.55 
USXF iShares ESG Aware MSCI USA ETF
+0.88%
+$3,005.46 
ADM Archer-Daniels-Midland Co
+0.88%
+$3,349.93 
SLB Schlumberger Limited
+0.87%
+$6,365.59 
VBK Vanguard Small-Cap Growth ETF
+0.87%
+$4,659.92 
SYF Synchrony Financial
+0.87%
+$14,027.48 
FQAL Fidelity Quality Factor ETF
+0.86%
+$2,891.77 
RPV Invesco S&P 500 Pure Value ETF
+0.86%
+$4,089.28 
ILCV iShares Morningstar Value ETF
+0.85%
+$2,657.2 
VO Vanguard Mid-Cap ETF
+0.85%
+$41,735.68 
VMC Vulcan Materials Company
+0.84%
+$3,595.46 
EWU iShares MSCI United Kingdom ETF
+0.84%
+$28,678.4 
XBI SPDR S&P Biotech ETF
+0.84%
+$4,481.4 
RACE Ferrari N.V.
+0.84%
+$2,127.55 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.83%
+$1,988.56 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$12,660.12 
CSL Carlisle Companies Inc.
+0.83%
+$1,945.4 
IEUR iShares Core MSCI Europe ETF
+0.83%
+$8,292.5 
HD The Home Depot, Inc.
+0.82%
+$72,757.44 
VOE Vanguard Mid-Cap Value ETF
+0.82%
+$36,313.2 
MPLX MPLX LP
+0.82%
+$1,788.5 
PCAR PACCAR Inc.
+0.82%
+$3,237 
VYM Vanguard High Dividend Yield ETF
+0.82%
+$21,560.88 
NTRS Northern Trust Corporation
+0.81%
+$12,070.37 
WMB The Williams Companies, Inc.
+0.81%
+$28,070.43 
YUMC Yum China Holdings Inc.
+0.8%
+$5,414.5 
TSLA Tesla, Inc.
+0.8%
+$79,944.3 
GLW Corning Incorporated
+0.8%
+$7,186.4 
TYL Tyler Technologies Inc.
+0.8%
+$1,973.13 
VXF Vanguard Extended Market ETF
+0.79%
+$11,287.5 
MTD Mettler-Toledo International Inc.
+0.78%
+$2,522.41 
NET Cloudflare Inc.
+0.78%
+$5,819.04 
CGUS Capital Group Core Equity ETF
+0.78%
+$4,989.39 
MSCI MSCI Inc.
+0.78%
+$4,624 
SPOT Spotify Technology S.A.
+0.77%
+$4,900.52 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.77%
+$2,490.9 
RIO Rio Tinto Plc Sponsored ADR
+0.77%
+$2,849.62 
C Citigroup Inc.
+0.77%
+$66,089.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.77%
+$1.11M 
PM Philip Morris International Inc.
+0.77%
+$109,883.05 
IBN ICICI Bank Limited Sponsored ADR
+0.76%
+$4,236.32 
CGDV Capital Group Dividend Value ETF
+0.76%
+$5,007.75 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
+0.76%
+$3,156.75 
VB Vanguard Small-Cap ETF
+0.75%
+$13,140 
STT State Street Corp
+0.75%
+$4,197.37 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.75%
+$1,696.8 
VTV Vanguard Value ETF
+0.75%
+$50,888.96 
WB Weibo Corporation American Depositary Receipt
+0.75%
+$663.23 
QUAL iShares MSCI USA Quality Factor ETF
+0.75%
+$195,521.76 
XLF Financial Select Sector SPDR Fund
+0.74%
+$7,258.44 
MGV Vanguard Mega Cap Value ETF
+0.73%
+$22,884.15 
IWR iShares Russell Mid-Cap ETF
+0.72%
+$100,924.08 
INTU Intuit Inc.
+0.72%
+$7,910.03 
HEZU iShares Currency Hedged MSCI Eurozone ETF
+0.72%
+$1,957.9 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.72%
+$1,430.37 
HWM Howmet Aerospace Inc.
+0.72%
+$10,651.8 
DFUV Dimensional US Marketwide Value ETF
+0.71%
+$4,393.85 
DASH DoorDash, Inc.
+0.71%
+$10,476.76 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.7%
+$9,294.03 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.7%
+$1,700.32 
TWLO Twilio Inc.
+0.7%
+$6,631.59 
IWM iShares Russell 2000 ETF
+0.69%
+$66,027.67 
VOT Vanguard Mid-Cap Growth ETF
+0.69%
+$54,399.94 
BAC Bank of America Corporation
+0.69%
+$54,739.43 
AMP Ameriprise Financial, Inc.
+0.68%
+$2,555.28 
CGGO Capital Group Global Growth Equity ETF
+0.68%
+$2,332.53 
LVHI Franklin International Low Volatility High Dividend ETF
+0.68%
+$2,368.46 
EWC iShares MSCI Canada ETF
+0.67%
+$26,598.78 
SPEM SPDR Portfolio Emerging Markets ETF
+0.67%
+$13,542.55 
IWS iShares Russell Mid-Cap Value ETF
+0.67%
+$29,840.13 
DGRO iShares Core Dividend Growth ETF
+0.67%
+$2,018.64 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$1,819.02 
BIIB Biogen Inc.
+0.66%
+$9,710.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.66%
+$43,476.46 
SPMO Invesco S&P 500 Momentum ETF
+0.66%
+$258,470.08 
TDY Teledyne Technologies Incorporated
+0.66%
+$2,356.83 
RSG Republic Services, Inc.
+0.65%
+$14,585.76 
JNJ Johnson & Johnson
+0.65%
+$118,683.45 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.64%
+$4,980 
FNF Fidelity National Financial, Inc.
+0.64%
+$8,334.76 
BMO Bank of Montreal
+0.63%
+$3,036.43 
FCFS FirstCash Holdings, Inc.
+0.63%
+$2,062.06 
CWB SPDR Bloomberg Convertible Securities ETF
+0.63%
+$2,311.68 
BNY BlackRock New York Municipal Income Trust
+0.63%
+$17,417.52 
DIS The Walt Disney Company
+0.62%
+$13,793.34 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$28,668 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$11,304.96 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.62%
+$6,381.1 
XAR SPDR S&P Aerospace & Defense ETF
+0.6%
+$2,743.92 
BN Brookfield Corporation
+0.6%
+$1,635.07 
MMM 3M Company
+0.6%
+$7,118.72 
WIT Wipro Limited American Depositary Receipt
+0.6%
+$141.88 
FINV FinVolution Group
+0.59%
+$200.02 
PG Procter & Gamble Co
+0.59%
+$63,770.28 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$6,393.98 
USB U.S. Bancorp
+0.58%
+$25,075.44 
BHP BHP Group Ltd.
+0.57%
+$2,569 
IJAN Innovator International Developed Power Buffer ETF - January
+0.57%
+$1,257.85 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.57%
+$1,529.71 
BP BP p.l.c. Sponsored ADR
+0.56%
+$1,508.78 
CGDG Capital Group Dividend Growers ETF
+0.56%
+$1,798.26 
IBB iShares Biotechnology ETF
+0.56%
+$6,561.84 
DFAS Dimensional U.S. Small Cap ETF
+0.56%
+$2,405.25 
ABNB Airbnb, Inc.
+0.56%
+$3,108.58 
V Visa Inc. Class A
+0.56%
+$98,928.18 
PHM PulteGroup Inc.
+0.56%
+$7,809.75 
GM General Motors Company
+0.56%
+$15,635.52 
ARM Arm Holdings plc American Depositary Receipt
+0.55%
+$2,543.8 
ROST Ross Stores, Inc.
+0.55%
+$15,300.42 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.55%
+$1,564.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$52,080.3 
CME CME Group Inc.
+0.54%
+$22,146.21 
KMI Kinder Morgan, Inc.
+0.53%
+$2,309.67 
WAB Wabtec Corporation
+0.53%
+$11,439.56 
DVY iShares Select Dividend ETF
+0.53%
+$3,705.74 
BLV Vanguard Long-Term Bond ETF
+0.52%
+$4,454.34 
CDNS Cadence Design Systems, Inc.
+0.52%
+$2,959.12 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$14,399.66 
ITW Illinois Tool Works Inc.
+0.52%
+$10,930.98 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.51%
+$1,659.13 
SEIC SEI Investments Company
+0.51%
+$4,935.52 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.51%
+$2,250.82 
AVGO Broadcom Inc.
+0.5%
+$148,805.84 
NVS Novartis AG Sponsored ADR
+0.5%
+$9,172.17 
HLT Hilton Worldwide Holdings Inc.
+0.49%
+$7,599.24 
ITA iShares U.S. Aerospace & Defense ETF
+0.49%
+$1,087.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.49%
+$4,484.16 
TDG TransDigm Group Inc.
+0.48%
+$9,074.52 
AEP American Electric Power Company, Inc.
+0.47%
+$18,954.98 
LIN Linde plc
+0.47%
+$30,779.4 
SAP SAP SE Sponsored ADR
+0.47%
+$2,913.6 
CW Curtiss-Wright Corporation
+0.46%
+$2,946.36 
NFLX Netflix, Inc.
+0.46%
+$28,623.19 
ADSK Autodesk, Inc.
+0.46%
+$2,195.11 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.46%
+$2,288.47 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.45%
+$1,331.28 
TTE TotalEnergies SE
+0.45%
+$7,539.49 
HDV iShares Core High Dividend ETF
+0.45%
+$1,151.15 
HAL Halliburton Company
+0.44%
+$2,100.48 
BNS Bank of Nova Scotia
+0.43%
+$1,492.8 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.43%
+$8,479.09 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.42%
+$80,014.73 
UL Unilever PLC Sponsored American Depositary Receipt
+0.42%
+$2,369.9 
TLH iShares 10-20 Year Treasury Bond ETF
+0.42%
+$4,821.99 
D Dominion Energy, Inc.
+0.41%
+$12,882.78 
VNQ Vanguard Real Estate ETF
+0.41%
+$1,106.04 
IWN iShares Russell 2000 Value ETF
+0.41%
+$3,093.12 
AVY Avery Dennison Corporation
+0.4%
+$926.84 
GSK GSK plc Sponsored ADR
+0.4%
+$703 
UTHR United Therapeutics Corporation
+0.39%
+$2,461.76 
WMT Walmart Inc.
+0.39%
+$74,291.59 
PLD Prologis Inc.
+0.39%
+$9,254.44 
FITB Fifth Third Bancorp
+0.39%
+$4,178.58 
DFAT Dimensional US Targeted Value ETF
+0.39%
+$949.59 
GPC Genuine Parts Company
+0.38%
+$1,029.18 
MET MetLife Inc.
+0.38%
+$11,102.57 
TD The Toronto-Dominion Bank
+0.37%
+$2,398.05 
LOW Lowe's Companies Inc.
+0.37%
+$9,671.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.37%
+$4,511.05 
ALNY Alnylam Pharmaceuticals Inc
+0.37%
+$570.57 
XEL Xcel Energy Inc.
+0.36%
+$6,686.62 
CCEP Coca-Cola Europacific Partners PLC
+0.35%
+$883.3 
MUB iShares National Muni Bond ETF
+0.35%
+$151,942.2 
KLAC KLA Corporation
+0.35%
+$23,696.78 
PNC The PNC Financial Services Group, Inc.
+0.35%
+$12,547.92 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.34%
+$1,177.03 
ICVT iShares Convertible Bond ETF
+0.34%
+$9,105.72 
HEI.A Heico Corporation
+0.34%
+$27,933.61 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.34%
+$331.38 
KT KT Corporation
+0.33%
+$761.41 
NEE NextEra Energy, Inc.
+0.33%
+$10,898.55 
SDY SPDR S&P Dividend ETF
+0.32%
+$6,423.41 
PFG Principal Financial Group, Inc.
+0.32%
+$4,033.1 
MLI Mueller Industries Inc.
+0.32%
+$887.3 
NI NiSource Inc.
+0.31%
+$3,131.7 
VRSN Verisign Inc.
+0.31%
+$1,426.35 
CM Canadian Imperial Bank of Commerce
+0.3%
+$1,077.12 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.29%
+$24,952.07 
VIV Telefonica Brasil S.A. ADR
+0.29%
+$803.5 
FOXA Fox Corporation
+0.29%
+$3,202.45 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.29%
+$18,042.57 
AZN AstraZeneca PLC American Depositary Shares
+0.29%
+$3,797.76 
ULTA Ulta Beauty Inc.
+0.29%
+$1,353.42 
ETR Entergy Corporation
+0.28%
+$6,398.7 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.28%
+$9,309.18 
PANW Palo Alto Networks, Inc.
+0.28%
+$15,795.82 
ARCC Ares Capital Corporation
+0.28%
+$1,396.23 
TFC Truist Financial Corporation
+0.28%
+$5,796 
GE General Electric Company
+0.27%
+$15,569.14 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.27%
+$1,360.08 
DHI D.R. Horton, Inc.
+0.27%
+$1,738.91 
EBAY eBay Inc.
+0.27%
+$5,654.32 
JNK SPDR Bloomberg High Yield Bond ETF
+0.27%
+$3,242.15 
CGMU Capital Group Municipal Income ETF
+0.26%
+$2,093.91 
SPGI S&P Global Inc.
+0.26%
+$4,274.64 
MTB M&T Bank Corporation
+0.26%
+$2,073.12 
CFG Citizens Financial Group, Inc.
+0.26%
+$14,861.34 
VTEB Vanguard Tax-Exempt Bond ETF
+0.26%
+$13,893.5 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.25%
+$17,095.8 
WEC WEC Energy Group Inc.
+0.25%
+$6,904.04 
NKE Nike, Inc. - Class B
+0.25%
+$3,065.58 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.24%
+$716.94 
ZM Zoom Video Communications, Inc.
+0.24%
+$599.84 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.24%
+$1,665.51 
WCN Waste Connections Inc.
+0.24%
+$560.12 
EOG EOG Resources, Inc.
+0.24%
+$10,316.6 
IP International Paper Company
+0.23%
+$752.8 
SPBO SPDR Portfolio Corporate Bond ETF
+0.23%
+$946.47 
DRI Darden Restaurants, Inc.
+0.23%
+$2,233.92 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.23%
+$18,336.24 
GD General Dynamics Corporation
+0.22%
+$5,179.24 
GRFS Grifols, S.A. American Depositary Receipt
+0.22%
+$292.87 
SO The Southern Company
+0.22%
+$2,901.68 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.21%
+$851.87 
DUK Duke Energy Corporation
+0.21%
+$6,861.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$1,288.98 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$1,062.6 
COP ConocoPhillips
+0.2%
+$7,041.87 
BRK-B Berkshire Hathaway Inc.
+0.19%
+$37,788.8 
FBND Fidelity Total Bond ETF
+0.19%
+$3,351.3 
AEE Ameren Corporation
+0.19%
+$459.4 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.19%
+$5,356.7 
AFL Aflac Inc.
+0.18%
+$3,299.94 
XLP Consumer Staples Select Sector SPDR Fund
+0.18%
+$728.57 
HON Honeywell International Inc.
+0.18%
+$1,681.92 
PRU Prudential Financial, Inc.
+0.18%
+$1,964.76 
DD DuPont de Nemours, Inc.
+0.17%
+$316.45 
SYSB iShares Systematic Bond ETF
+0.17%
+$10,351.31 
OXY Occidental Petroleum Corporation
+0.16%
+$2,194.7 
MO Altria Group, Inc.
+0.16%
+$10,221.42 
CL Colgate-Palmolive Company
+0.16%
+$5,365.92 
CI The Cigna Group
+0.15%
+$1,397.22 
CTSH Cognizant Technology Solutions Corporation
+0.15%
+$2,614.86 
MBB iShares MBS ETF
+0.15%
+$38,815 
XLU Utilities Select Sector SPDR Fund
+0.15%
+$340.93 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$63,502.6 
HBAN Huntington Bancshares Incorporated
+0.15%
+$2,246.55 
KO The Coca-Cola Company
+0.15%
+$11,982.75 
TWFG TWFG, Inc.
+0.15%
+$6,977.68 
WU Western Union Co.
+0.14%
+$657.22 
TPR Tapestry Inc.
+0.14%
+$1,669.96 
CGHM Capital Group Municipal High-Income ETF
+0.14%
+$903.07 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$7,215.9 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.13%
+$1,559.99 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.12%
+$2,229.37 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$893.8 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.12%
+$618.51 
IHS IHS Holding Ltd.
+0.12%
+$199.08 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$356.19 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.12%
+$359.77 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$31,982.8 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.11%
+$350.37 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.11%
+$1,096.55 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$16,753.08 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$609.39 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$2,072.4 
JCPB JPMorgan Core Plus Bond ETF
+0.11%
+$3,430.97 
NOC Northrop Grumman Corporation
+0.11%
+$1,915.62 
FOX Fox Corporation Class B Common Stock
+0.1%
+$712.2 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.1%
+$514.3 
SHLD Global X Defense Tech ETF
+0.1%
+$20,610.9 
BNDX Vanguard Total International Bond ETF
+0.1%
+$19,595.7 
ORLY O'Reilly Automotive Inc.
+0.09%
+$4,235.12 
VTR Ventas Inc.
+0.09%
+$1,139 
IAGG iShares International Aggregate Bond Fund
+0.09%
+$306.09 
FTMH Franklin Municipal High Yield ETF
+0.09%
+$140.63 
RY Royal Bank of Canada
+0.09%
+$988.38 
JBND JPMorgan Active Bond ETF
+0.09%
+$3,091.91 
AIZ Assurant Inc.
+0.08%
+$929.89 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$390.5 
FTCB First Trust Core Investment Grade ETF
+0.07%
+$152.49 
SSNC SS&C Technologies Holdings Inc.
+0.07%
+$203.2 
RF Regions Financial Corporation
+0.07%
+$1,693.51 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$480.59 
VICI Vici Properties Inc.
+0.06%
+$230.72 
LNTH Lantheus Holdings, Inc.
+0.06%
+$242.64 
EXC Exelon Corporation
+0.06%
+$1,118.95 
CVS CVS Health Corporation
+0.05%
+$460.35 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$6,660.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$1,872.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$6,177.88 
MA Mastercard Incorporated
+0.04%
+$7,063.44 
FTNT Fortinet Inc.
+0.04%
+$254.44 
UGI UGI Corporation
+0.04%
+$263.3 
ALL Allstate Corporation
+0.04%
+$431.35 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$7,513.28 
JPIE JPMorgan Income ETF
+0.03%
+$126.41 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,147.72 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$87.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$327.84 
MEAR iShares Short Maturity Bond ETF
+0.03%
+$1,412.16 
ROL Rollins, Inc.
+0.03%
+$47.89 
SMB VanEck Short Muni ETF
+0.03%
+$214.95 
PAYX Paychex Inc.
+0.03%
+$546.57 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$91.94 
GVI iShares Intermediate Government Bond ETF
+0.02%
+$173.62 
GNMA iShares GNMA Bond ETF
+0.02%
+$84.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$259.86 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$50.94 
BINC iShares Flexible Income Active ETF
+0.02%
+$3,275.25 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.02%
+$157.81 
BRX Brixmor Property Group Inc.
+0.02%
+$37.87 
VST Vistra Corp
+0.01%
+$106.36 
JPLD JPMorgan Limited Duration ETF
+0.01%
+$154.11 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$1,174.01 
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 
LVS Las Vegas Sands Corp.
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WELL Welltower Inc.
0%
$0 HIMU
HIMU
0%
$0 
SNDK SanDisk Corporation
-4.25%
-$47,205.76 
STX Seagate Technology Holdings plc
-3.9%
-$223,367.89 
EXEL Exelixis Inc.
-3.35%
-$15,272.95 
IBP Installed Building Products Inc.
-2.44%
-$137,010.54 
NVO Novo Nordisk A/S Sponsored ADR
-2.26%
-$8,639.58 
WDC Western Digital Corporation
-2.18%
-$93,604.41 
FIS Fidelity National Information Services, Inc.
-2.12%
-$4,295.86 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.73%
-$8,304.78 
BHC Bausch Health Companies Inc.
-1.73%
-$1,843.8 
EW Edwards Lifesciences Corporation
-1.68%
-$7,345.26 
ZTS Zoetis Inc.
-1.66%
-$16,394.29 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-1.61%
-$11,743.85 
SON Sonoco Products Co.
-1.43%
-$6,937.95 
IRTC Irhythm Technologies Inc.
-1.4%
-$14,703.48 
CNQ Canadian Natural Resources Limited
-1.26%
-$2,735.36 
MDLN Medline Inc.
-1.22%
-$6,508.89 
REGN Regeneron Pharmaceuticals, Inc.
-1.22%
-$3,649.36 
RS Reliance Inc.
-1.17%
-$4,943.43 
KNSL Kinsale Capital Group Inc.
-1.17%
-$111,634.96 
ABT Abbott Laboratories
-1.14%
-$34,570.46 
IDXX IDEXX Laboratories, Inc.
-1.12%
-$3,463.99 
CAG Conagra Brands Inc.
-1.09%
-$5,478.88 
PODD Insulet Corporation
-1.08%
-$1,852.04 
RMD ResMed Inc.
-1.06%
-$3,182.78 
LRCX Lam Research Corporation
-1.01%
-$61,800.83 
PBR Petrobras S.A. Sponsored ADR
-1.01%
-$3,186.51 
DGICA Donegal Group Inc.
-0.99%
-$2,138.45 
WTRG Essential Utilities Inc.
-0.96%
-$2,574.4 
BKNG Booking Holdings Inc.
-0.94%
-$12,049.62 
ODFL Old Dominion Freight Line, Inc.
-0.94%
-$10,008.98 
VRSK Verisk Analytics Inc.
-0.94%
-$3,443.55 
E Eni S.p.A. Sponsored ADR
-0.92%
-$3,190.2 
AWK American Water Works Company, Inc.
-0.91%
-$5,125.72 
KMB Kimberly-Clark Corporation
-0.9%
-$11,665.23 
OMC Omnicom Group Inc.
-0.88%
-$13,323.8 
SYK Stryker Corporation
-0.87%
-$30,564.49 
AON Aon plc
-0.86%
-$17,375.54 
TJX The TJX Companies, Inc.
-0.85%
-$63,668.16 
KVUE Kenvue Inc.
-0.84%
-$4,591.05 
STE STERIS plc
-0.82%
-$1,677.36 
STZ Constellation Brands, Inc.
-0.82%
-$5,841.84 
DOLE Dole plc
-0.81%
-$1,157.97 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.81%
-$7,220.2 
CBOE Cboe Global Markets Inc.
-0.81%
-$8,841.52 
ADBE Adobe Inc.
-0.8%
-$13,842.18 
YUM Yum! Brands, Inc.
-0.79%
-$8,230.8 
LMT Lockheed Martin Corporation
-0.78%
-$27,402.55 
AMGN Amgen Inc.
-0.78%
-$23,576.87 
ROP Roper Technologies Inc.
-0.75%
-$7,391.37 
UNM Unum Group
-0.74%
-$14,233.1 
AJG Arthur J. Gallagher & Co.
-0.72%
-$12,355.2 
TROW T. Rowe Price Group, Inc.
-0.71%
-$2,859.12 
CAH Cardinal Health Inc.
-0.68%
-$10,089.06 
NDAQ Nasdaq, Inc.
-0.67%
-$9,920 
LDOS Leidos Holdings Inc.
-0.66%
-$4,768.7 
CVE Cenovus Energy Inc.
-0.66%
-$2,692.36 
FANG Diamondback Energy Inc
-0.65%
-$16,078.71 
RELX Relx PLC Sponsored ADR
-0.65%
-$3,626.48 
BLDR Builders FirstSource, Inc.
-0.64%
-$12,855.4 
UNH UnitedHealth Group Incorporated
-0.62%
-$40,332 
STLD Steel Dynamics Inc.
-0.6%
-$2,191.84 
EIX Edison International
-0.58%
-$12,495.45 
BKR Baker Hughes Company
-0.57%
-$4,738.92 
BSX Boston Scientific Corporation
-0.56%
-$8,304.24 
MRSH Marsh & McLennan Companies, Inc.
-0.56%
-$15,072.47 
MRK Merck & Co., Inc.
-0.55%
-$29,380.47 
DXCM DexCom, Inc.
-0.53%
-$5,601.15 
USFD US Foods Holding Corp
-0.53%
-$1,896.18 
UBER Uber Technologies, Inc.
-0.52%
-$15,272.58 
CTVA Corteva Inc.
-0.52%
-$2,724.92 
PFE Pfizer Inc.
-0.51%
-$25,841.2 
WM Waste Management, Inc.
-0.5%
-$20,405.52 
CHD Church & Dwight Co., Inc.
-0.5%
-$6,452.63 
EQNR Equinor ASA Sponsored ADR
-0.5%
-$1,752.75 
KHC The Kraft Heinz Company
-0.49%
-$2,047.68 
VALE Vale S.A.
-0.49%
-$4,046.31 
DLTR Dollar Tree, Inc.
-0.49%
-$2,809.62 
HLN Haleon Plc - ADR
-0.49%
-$2,899.71 
TOWN TowneBank
-0.48%
-$2,454.3 
LLY Eli Lilly and Company
-0.48%
-$92,565.7 
LYV Live Nation Entertainment, Inc.
-0.46%
-$1,092 
NSC Norfolk Southern Corporation
-0.45%
-$12,423.2 
GIS General Mills, Inc.
-0.45%
-$10,577.28 
APTV Aptiv PLC
-0.44%
-$1,060.4 
TXRH Texas Roadhouse Inc.
-0.43%
-$970.3 
HE Hawaiian Electric Industries Inc.
-0.43%
-$500.85 
HSY The Hershey Company
-0.42%
-$2,055.68 
ADP Automatic Data Processing Inc.
-0.41%
-$15,570.51 
IMO Imperial Oil Limited
-0.4%
-$1,163.92 
UPS United Parcel Service, Inc.
-0.4%
-$10,149.6 
BMY Bristol-Myers Squibb Company
-0.39%
-$9,516.75 
FDX FedEx Corporation
-0.39%
-$2,788.92 
TOST Toast Inc.
-0.38%
-$3,586.56 
COR Cencora, Inc.
-0.37%
-$6,706.9 
O Realty Income Corporation
-0.37%
-$2,119.26 
NLY Annaly Capital Management, Inc.
-0.36%
-$1,159.69 
ATO Atmos Energy Corporation
-0.36%
-$2,661.49 
WBD Warner Bros. Discovery, Inc.
-0.35%
-$1,177.9 
PTC PTC Inc.
-0.35%
-$829.01 
MDT Medtronic plc
-0.35%
-$6,619.52 
FE FirstEnergy Corp.
-0.35%
-$7,657.6 
APP AppLovin Corporation Class A Common Stock
-0.34%
-$2,342.98 
PCG PG&E Corporation
-0.32%
-$1,065.24 
GILD Gilead Sciences Inc.
-0.31%
-$27,982.8 
CB Chubb Limited
-0.31%
-$7,188.3 
DGX Quest Diagnostics Inc.
-0.31%
-$1,253.15 
WSFS WSFS Financial Corporation
-0.28%
-$990.2 
SBUX Starbucks Corporation
-0.28%
-$9,648.24 
LYB LyondellBasell Industries N.V.
-0.28%
-$997.74 
IRT Independence Realty Trust Inc.
-0.26%
-$618.48 
HIG The Hartford Insurance Group, Inc.
-0.26%
-$7,256.2 
VNET VNET Group Inc. American Depositary Receipt
-0.24%
-$164 
VRTX Vertex Pharmaceuticals Incorporated
-0.24%
-$5,468.4 
SNPS Synopsys, Inc.
-0.24%
-$2,449.64 
MCD McDonald's Corporation
-0.23%
-$12,771.79 
L Loews Corporation
-0.21%
-$770.57 
MDB MongoDB Inc.
-0.21%
-$778.1 
MDLZ Mondelez International, Inc.
-0.21%
-$2,668.38 
UNP Union Pacific Corporation
-0.21%
-$11,489.07 
AMAT Applied Materials, Inc.
-0.2%
-$10,581.34 
PGR Progressive Corporation
-0.2%
-$18,358.81 
CMCSA Comcast Corp
-0.2%
-$2,864.25 
QSR Restaurant Brands International Inc.
-0.19%
-$420.36 
MNST Monster Beverage Corporation
-0.19%
-$3,379.2 
SPG Simon Property Group, Inc.
-0.18%
-$1,020.09 
FRT Federal Realty Investment Trust
-0.17%
-$1,604.4 
BCAX Bicara Therapeutics Inc.
-0.17%
-$566.08 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$16,145.24 
ED Consolidated Edison, Inc.
-0.16%
-$2,034.9 
EXPE Expedia Group, Inc.
-0.16%
-$2,386.12 
DTE DTE Energy Company
-0.15%
-$1,593.13 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.14%
-$886.76 
HWKN Hawkins Inc.
-0.13%
-$4,625.64 
SU Suncor Energy Inc.
-0.13%
-$592.83 
BG Bunge Global S.A.
-0.13%
-$1,247.36 
AIG American International Group Inc.
-0.13%
-$762.47 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.12%
-$1,043.96 
TIP iShares TIPS Bond ETF
-0.12%
-$547.3 
SRE Sempra
-0.12%
-$1,399.6 
TKO Tko Group Holdings Inc.
-0.12%
-$238.92 
MFC Manulife Financial Corporation
-0.12%
-$641.15 
PEG Public Service Enterprise Group Incorporated
-0.11%
-$1,264.53 
SCHW Charles Schwab Corporation
-0.1%
-$14,166.79 
ES Eversource Energy
-0.1%
-$2,244.9 
RTX RTX Corporation
-0.1%
-$5,801.6 
TLK Telkom Indonesia Persero Tbk. - ADR
-0.1%
-$329.3 
COST Costco Wholesale Corporation
-0.1%
-$13,905.36 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.1%
-$399.37 
CINF Cincinnati Financial Corporation
-0.08%
-$1,421.14 
CMS CMS Energy Corporation
-0.07%
-$839.9 
LHX L3Harris Technologies, Inc.
-0.07%
-$844.92 
DVN Devon Energy Corporation
-0.07%
-$887.05 
KEY KeyCorp
-0.07%
-$729.2 
DHR Danaher Corporation
-0.06%
-$1,339.2 
PEP PepsiCo, Inc.
-0.04%
-$2,667.54 
CSX CSX Corporation
-0.04%
-$1,006.58 
MU Micron Technology, Inc.
-0.04%
-$5,103.22 
PNW Pinnacle West Capital Corporation
-0.03%
-$281.73 
PPL PPL Corporation
-0.03%
-$548.42 
APD Air Products and Chemicals, Inc.
-0.03%
-$547.2 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$157.7 
ANAB AnaptysBio Inc.
-0.02%
-$84.33 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$81.05 
JKHY Jack Henry & Associates, Inc.
-0.01%
-$47.33 
MCK McKesson Corporation
-0.01%
-$914.7 
TGT Target Corporation
-0.01%
-$118.57 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$318.57 Events
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Dividends
Dividend Analysis
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| Trades 9657 | Longs Won 5718/9657 59% | Profit Factor 4.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $683,526.75 |
| Average Win $179,518.33 | Best Trade (Aug 14) $31M | Sharpe Ratio -14.77 |
| Average Loss -$57,395.44 | Worst Trade (Sep 30) -$13.97M | Z-Score -6.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w 1d | Expectancy $82,883.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,128 | $275,576.43 | $308,432.32 | - | $32,855.89 | 11.92% | +1.272% |
| AAON Aaon Inc. | 61,525 | $4.82M | $4.85M | - | $27,245.3 | 0.57% | +2.912% |
| AAPL Apple Inc. | 283,506 | $61.31M | $94.36M | - | $33.05M | 53.9% | +1.914% |
| ABBV AbbVie Inc. | 33,359 | $6.34M | $8.65M | - | $2.31M | 36.46% | +1.643% |
| ABNB Airbnb, Inc. | 3,307 | $397,469.64 | $557,527.13 | - | $160,057.49 | 40.27% | +0.561% |
| ABT Abbott Laboratories | 29,297 | $3.56M | $2.99M | - | -$565,976.84 | -15.9% | -1.142% |
| ACN Accenture plc Class A | 19,116 | $5.68M | $3.43M | - | -$2.24M | -39.51% | +1.001% |
| ADBE Adobe Inc. | 6,991 | $3.02M | $1.73M | - | -$1.3M | -42.91% | -0.796% |
| ADI Analog Devices, Inc. | 10,122 | $2.39M | $3.74M | - | $1.34M | 56.27% | +2.15% |
| ADM Archer-Daniels-Midland Co | 4,379 | $318,309.51 | $383,928.82 | - | $65,619.31 | 20.61% | +0.88% |
| ADP Automatic Data Processing Inc. | 14,285 | $4.1M | $3.8M | - | -$298,270.98 | -7.27% | -0.408% |
| ADSK Autodesk, Inc. | 2,263 | $589,136.05 | $481,068.54 | - | -$108,067.51 | -18.34% | +0.458% |
| AEE Ameren Corporation | 2,297 | $229,378.42 | $241,529.55 | - | $12,151.13 | 5.3% | +0.191% |
| AEM Agnico Eagle Mines Limited | 2,477 | $321,853.97 | $498,644.87 | - | $176,790.9 | 54.93% | +2.354% |
| AEP American Electric Power Company, Inc. | 32,681 | $3.07M | $4.05M | - | $986,419.05 | 32.16% | +0.47% |
| AFL Aflac Inc. | 15,714 | $1.1M | $1.8M | - | $705,148.02 | 64.28% | +0.183% |
| AGG iShares Core U.S. Aggregate Bond ETF | 437,958 | $44.6M | $42.13M | - | -$2.47M | -5.55% | +0.151% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 11,873 | $296,350.08 | $305,136.1 | - | $8,786.02 | 2.96% | +0.117% |
| AGX Argan Inc. | 394 | $214,592.1 | $160,125.54 | - | -$54,466.56 | -25.38% | +2.543% |
| AIG American International Group Inc. | 8,026 | $515,402.1 | $601,428.31 | - | $86,026.21 | 16.69% | -0.127% |
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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 - $8.15M, 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 Alcoa Corporation - $1.88M. 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 $134.29M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $4.09M, iShares National Muni Bond ETF - $2.22M, iShares MSCI EAFE Value ETF - $2.11M, iShares MBS ETF - $1.94M, and iShares Treasury Floating Rate Bond ETF - $1.81M. 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.
