Beth Steinhaus Portfolio
Invests via Breakwater Investment Management | Managed by Bethany A. Steinhaus
Invests via Breakwater Investment Management
Managed by Bethany A. Steinhaus
Automatically Tracked
Beth Steinhaus Profile
Operator and investor focused on scaling consumer and retail businesses through operational improvement, channel expansion and financial discipline. Beth Steinhaus brings experience in leadership roles, board advising and transaction execution across growth and turnaround situations, with strengths in P&L management, merchandising and digital go-to-market strategies. Market-relevant skills include M&A oversight, KPI-driven restructuring and capital allocation for revenue and margin expansion.
Operator and investor focused on scaling consumer and retail businesses through operational improvement, channel expansion and financial discipline. Beth Steinhaus brings experience in leadership roles, board advising and transaction execution across growth and turnaround situations, with strengths in P&L management, merchandising and digital go-to-market strategies. Market-relevant skills include M&A oversight, KPI-driven restructuring and capital allocation for revenue and margin expansion.
Investment Philosophy & Strategy
Focuses on operator-led, value‑creation investments in consumer and retail businesses, prioritizing hands‑on operational improvement, merchandising excellence and digital go‑to‑market expansion. Allocates capital to companies where P&L levers and channel diversification can rapidly improve revenue and margins, using KPI-driven restructuring and disciplined M&A to build platform scale. Prefers medium-term horizons with active board engagement, conservative leverage, staged capital deployment and clear exit pathways tied to measurable commercial milestones.
Focuses on operator-led, value‑creation investments in consumer and retail businesses, prioritizing hands‑on operational improvement, merchandising excellence and digital go‑to‑market expansion. Allocates capital to companies where P&L levers and channel diversification can rapidly improve revenue and margins, using KPI-driven restructuring and disciplined M&A to build platform scale. Prefers medium-term horizons with active board engagement, conservative leverage, staged capital deployment and clear exit pathways tied to measurable commercial milestones.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.29%
Gain -0.85%
Monthly
0.74%
Yearly
9.19%
Drawdown
12.33%
$288.65M
Equity
Holdings
$288.65M
Investment
$236.14M
$57.08M
Profit -$2.8M
Realized
$4.57M
Unrealized
$52.51M
Dividends
$11.65M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.85%
Profit
-$2.8M
Win %
69%
This Week
Compared To Last Week
Gain
-1.91%
Profit
-$5.61M
Win %
69%
This Month
Compared to last month
Gain
-2.86%
Profit
-$8.49M
Win %
69%
This Year
Compared to last year
Gain
4.43%
Profit
$12.25M
Win %
69%
DVN Devon Energy Corporation
+6.18%
+$40.87 
HOOD Robinhood Markets, Inc.
+4.28%
+$17.93 
OXY-WT Occidental Petroleum Corporation
+3.25%
+$1.12 
CBOE Cboe Global Markets Inc.
+3.1%
+$18.04 
CME CME Group Inc.
+3%
+$15.38 
COP ConocoPhillips
+3%
+$17.55 
OMER Omeros Corporation
+2.86%
+$4,858.68 
EOG EOG Resources, Inc.
+2.79%
+$19.18 
KO The Coca-Cola Company
+2.73%
+$193.14 
ALL Allstate Corporation
+2.7%
+$11.72 
FTI TechnipFMC plc
+2.59%
+$24.78 
MPC Marathon Petroleum Corporation
+2.52%
+$19.53 
VZ Verizon Communications Inc.
+2.4%
+$57.2 
CL Colgate-Palmolive Company
+2.31%
+$12.18 
WELL Welltower Inc.
+2.23%
+$13.83 
VLO Valero Energy Corporation
+2.22%
+$33.84 
CVX Chevron Corporation
+2.11%
+$1,782.56 
T AT&T Inc.
+2.09%
+$9.97 
VTR Ventas Inc.
+2.06%
+$13.56 
ADM Archer-Daniels-Midland Co
+2.03%
+$542.79 
CHTR Charter Communications Inc
+2%
+$5.41 
PSX Phillips 66
+1.99%
+$14.24 
MDLZ Mondelez International, Inc.
+1.99%
+$140 
CMG Chipotle Mexican Grill, Inc.
+1.87%
+$8.4 
VRSN Verisign Inc.
+1.84%
+$10.45 
PRU Prudential Financial, Inc.
+1.83%
+$9.5 
PGR Progressive Corporation
+1.81%
+$29 
VDC VANGUARD CONSUMER STAPLES ETF
+1.67%
+$437 
IXC iShares Global Energy ETF
+1.61%
+$120.06 
SBUX Starbucks Corporation
+1.61%
+$2,232.54 
COST Costco Wholesale Corporation
+1.6%
+$1,288.16 
CB Chubb Limited
+1.53%
+$69.65 
DOCN DigitalOcean Holdings Inc.
+1.52%
+$33.34 
XOM Exxon Mobil Corporation
+1.48%
+$3,231.02 
TJX The TJX Companies, Inc.
+1.47%
+$1,268.08 
AJG Arthur J. Gallagher & Co.
+1.44%
+$25.08 
RHI Robert Half Inc.
+1.43%
+$8.36 
CHD Church & Dwight Co., Inc.
+1.33%
+$7.77 
WMT Walmart Inc.
+1.3%
+$3,039.55 
USB U.S. Bancorp
+1.28%
+$7.87 
AIG American International Group Inc.
+1.26%
+$5.58 
ERIE Erie Indemnity Company
+1.24%
+$5.68 
INGR Ingredion Inc.
+1.21%
+$4.92 
AFL Aflac Inc.
+1.19%
+$6.85 
SHEL Shell plc
+1.12%
+$91.68 
WCN Waste Connections Inc.
+1.1%
+$20.88 
TRV The Travelers Companies, Inc.
+1.09%
+$29.34 
MNST Monster Beverage Corporation
+1.08%
+$7.76 
KVUE Kenvue Inc.
+1.06%
+$5.89 
MRSH Marsh & McLennan Companies, Inc.
+1.04%
+$10.38 
DIV Global X SuperDividend U.S. ETF
+1.03%
+$6.43 
DTM Dt Midstream Inc.
+0.99%
+$89.28 
FDS FactSet Research Systems Inc.
+0.99%
+$4.88 
CVS CVS Health Corporation
+0.97%
+$7.52 
ATO Atmos Energy Corporation
+0.96%
+$4.83 
TGT Target Corporation
+0.95%
+$7.23 
AMT American Tower Corporation
+0.91%
+$5.22 
PAYX Paychex Inc.
+0.91%
+$3.64 
PSA Public Storage Common Stock
+0.87%
+$5.64 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.85%
+$2,241.11 
PEP PepsiCo, Inc.
+0.85%
+$123.42 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.84%
+$4.83 
ROST Ross Stores, Inc.
+0.84%
+$7.72 
CORT Corcept Therapeutics Incorporated
+0.81%
+$3.78 
STZ Constellation Brands, Inc.
+0.81%
+$21.47 
VRSK Verisk Analytics Inc.
+0.81%
+$2.94 
AMP Ameriprise Financial, Inc.
+0.79%
+$924.86 
HUM Humana Inc.
+0.77%
+$5.62 
KDP Keurig Dr Pepper Inc.
+0.76%
+$4.53 
SPG Simon Property Group, Inc.
+0.76%
+$4.8 
ROL Rollins, Inc.
+0.75%
+$3.19 
RWX SPDR Dow Jones International Real Estate ETF
+0.75%
+$95.45 
CNP CenterPoint Energy Inc.
+0.74%
+$4.09 
DBX Dropbox Inc.
+0.73%
+$3.4 
SPGI S&P Global Inc.
+0.73%
+$3.09 
JNJ Johnson & Johnson
+0.65%
+$342.55 
MORN Morningstar, Inc.
+0.61%
+$2.24 
BAC Bank of America Corporation
+0.61%
+$802.89 
AEP American Electric Power Company, Inc.
+0.56%
+$3.6 
AAPL Apple Inc.
+0.56%
+$2,581.92 
HBAN Huntington Bancshares Incorporated
+0.54%
+$2.97 
CMCSA Comcast Corp
+0.52%
+$38.28 
MCK McKesson Corporation
+0.52%
+$4.11 
TARS Tarsus Pharmaceuticals Inc.
+0.52%
+$1.92 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.52%
+$5,733.44 
DTE DTE Energy Company
+0.5%
+$94.08 
PG Procter & Gamble Co
+0.5%
+$275.28 
DVY iShares Select Dividend ETF
+0.45%
+$1,083.6 
DWX SPDR S&P International Dividend ETF
+0.42%
+$32.96 
EA Electronic Arts Inc.
+0.37%
+$2.25 
MCD McDonald's Corporation
+0.36%
+$70.7 
MMM 3M Company
+0.33%
+$1.56 
PIT VanEck Commodity Strategy ETF
+0.32%
+$2,810.6 
ICF iShares Cohen & Steers Realty Majors ETF
+0.32%
+$125.4 
ABBV AbbVie Inc.
+0.32%
+$67.68 
COLB Columbia Banking System, Inc.
+0.28%
+$1.7 
WFC Wells Fargo & Company
+0.28%
+$40.94 
TUR iShares MSCI Turkey ETF
+0.27%
+$87.99 
FXI iShares China Large-Cap ETF
+0.26%
+$63.72 
XLRE The Real Estate Select Sector SPDR Fund
+0.24%
+$9.02 
XEL Xcel Energy Inc.
+0.24%
+$1.33 
MCO Moody's Corporation
+0.24%
+$1.07 
IGE iShares North American Natural Resources ETF
+0.22%
+$33.15 
REET iShares Global REIT ETF
+0.22%
+$292.74 
DWMF WisdomTree International Multifactor Fund
+0.2%
+$42.7 
SCHH Schwab U.S. REIT ETF
+0.19%
+$2,697.12 
NEE NextEra Energy, Inc.
+0.18%
+$20.25 
VNQ Vanguard Real Estate ETF
+0.15%
+$3,060.45 
SCHY Schwab International Dividend Equity ETF
+0.11%
+$51.2 
XLU Utilities Select Sector SPDR Fund
+0.1%
+$0.72 
USRT iShares Core U.S. REIT ETF
+0.1%
+$5.2 
SRE Sempra
+0.09%
+$0.48 
GII SPDR S&P Global Infrastructure ETF
+0.06%
+$1,382.17 
MBB iShares MBS ETF
+0.05%
+$5.36 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$1,176.71 
MSI Motorola Solutions, Inc.
+0.04%
+$0.15 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$270.22 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$11.73 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$79.28 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$193.55 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.1 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$33.32 
ANTM Anthem Inc
0%
$0 
BOX
0%
$0 
CADE
0%
$0 
COO
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
FTAI
0%
$0 
FYBR Frontier Communications Parent, Inc.
0%
$0 
JCI
0%
$0 
LEN
0%
$0 
NWSA
0%
$0 
PCG-PH Pacific Gas and Electric Company
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SNOW
0%
$0 
VCRM
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
TE-WT T1 Energy Inc. WT
-20.83%
-$32.55 
RVMDW Revolution Medicines, Inc. Warrant
-14.16%
-$10.14 
PRIM Primoris Services Corporation
-9.59%
-$39.86 
STRL Sterling Infrastructure, Inc.
-7.81%
-$131.54 
ECG Everus Construction Group, Inc.
-7.57%
-$66.54 
INSM Insmed Inc.
-7.53%
-$37.3 
ALK Alaska Air Group Inc.
-7.27%
-$419.84 
RIVN Rivian Automotive, Inc.
-6.29%
-$451.12 
CAT Caterpillar Inc.
-6.18%
-$1,807.84 
UAL United Airlines Holdings, Inc.
-6.14%
-$33.66 
QCOM QUALCOMM Incorporated
-6.11%
-$37.68 
GEV GE Vernova Inc.
-6.05%
-$55.65 
ETN Eaton Corporation plc
-5.99%
-$96.32 
FIX Comfort Systems USA, Inc.
-5.85%
-$107.12 
ODFL Old Dominion Freight Line, Inc.
-5.5%
-$41.07 
TER Teradyne, Inc.
-5.44%
-$80.36 
PWR Quanta Services Inc.
-5.42%
-$37.49 
NEM Newmont Corporation
-5.39%
-$42.48 
CMI Cummins Inc.
-5.14%
-$68.83 
WDC Western Digital Corporation
-5.06%
-$183.43 
FLR Fluor Corporation
-5.05%
-$6,750 
NVT nVent Electric plc
-5%
-$40.95 
DAL Delta Air Lines, Inc.
-5%
-$36.49 
LGN Legence Corp.
-4.94%
-$46.54 
KRMN Karman Holdings Inc.
-4.78%
-$18.48 
AVGO Broadcom Inc.
-4.63%
-$3,234.26 
APP AppLovin Corporation Class A Common Stock
-4.58%
-$23.88 
IR Ingersoll Rand Inc.
-4.55%
-$30.24 
GM General Motors Company
-4.51%
-$34.02 
FSLR First Solar, Inc.
-4.5%
-$23.57 
ARTY iShares Future AI & Tech ETF
-4.47%
-$5,123.02 
BWMN Bowman Consulting Group Ltd.
-4.38%
-$19.79 
EXPE Expedia Group, Inc.
-4.32%
-$19.98 
HON Honeywell International Inc.
-4.22%
-$2,074.8 
FERG Ferguson Enterprises Inc
-4.19%
-$19.71 
ROK Rockwell Automation, Inc.
-4.18%
-$4,352.76 
VLTO Veralto Corporation
-4.18%
-$406.8 
DXCM DexCom, Inc.
-4.11%
-$25.68 
UPS United Parcel Service, Inc.
-4.06%
-$26.28 
TEL TE Connectivity plc
-3.98%
-$16.8 
OPXS Optex Systems Holdings Inc.
-3.95%
-$18.55 
GLD SPDR Gold Shares
-3.95%
-$46,768.33 
IAU iShares Gold Trust
-3.93%
-$4,654.6 
JOBY Joby Aviation, Inc.
-3.78%
-$12.95 
APTV Aptiv PLC
-3.77%
-$25.85 
OKLO Oklo Inc.
-3.66%
-$12.39 
PAHC Phibro Animal Health Corporation
-3.65%
-$14.3 
PBW Invesco WilderHill Clean Energy ETF
-3.64%
-$473.33 
STX Seagate Technology Holdings plc
-3.54%
-$89.94 
TSLA Tesla, Inc.
-3.52%
-$153.62 
AME Ametek Inc.
-3.5%
-$24.12 
ICLN iShares Global Clean Energy ETF
-3.49%
-$551.6 
PHM PulteGroup Inc.
-3.48%
-$17.08 
IDXX IDEXX Laboratories, Inc.
-3.46%
-$20.04 
RDDT Reddit Inc Class A
-3.41%
-$18.21 
FDX FedEx Corporation
-3.34%
-$22.19 
VIS Vanguard Industrials ETF
-3.22%
-$8,059.27 
XHB SPDR S&P Homebuilders ETF
-3.19%
-$5,865.2 
CRH CRH plc
-3.17%
-$16.43 
SOFI SoFi Technologies, Inc.
-3.16%
-$12.48 
ECL Ecolab Inc.
-3.15%
-$1,926.54 
LUMN Lumen Technologies Inc.
-3.13%
-$0.8 
FORM FormFactor Inc.
-3.11%
-$63.75 
NVDA NVIDIA Corporation
-3.1%
-$8,088.3 
MU Micron Technology, Inc.
-3.04%
-$113.69 
XYL Xylem Inc.
-3.03%
-$13.44 
APH Amphenol Corporation
-3%
-$23.1 
GLW Corning Incorporated
-2.96%
-$46.35 
ISRG Intuitive Surgical, Inc.
-2.96%
-$5,691.62 
ATRO Astronics Corporation
-2.95%
-$22.45 
MLM Martin Marietta Materials, Inc.
-2.94%
-$16.82 
SOLS Sollensys Corp.
-2.93%
-$131.88 
GE General Electric Company
-2.91%
-$38.52 
EZA iShares MSCI South Africa ETF
-2.87%
-$134.28 
ZM Zoom Video Communications, Inc.
-2.86%
-$16.62 
PH Parker-Hannifin Corporation
-2.73%
-$24.69 
MPWR Monolithic Power Systems, Inc.
-2.7%
-$41.34 
SMH VanEck Semiconductor ETF
-2.67%
-$2,919.3 
COF Capital One Financial Corporation
-2.64%
-$9.68 
AMZN Amazon.com Inc
-2.55%
-$132,069.26 
VRTX Vertex Pharmaceuticals Incorporated
-2.53%
-$11.29 
HNRG Hallador Energy Company
-2.53%
-$10.25 
IQV IQVIA Holdings Inc.
-2.53%
-$9.42 
BA Boeing Company
-2.51%
-$1,886.62 
GOOG Alphabet Inc
-2.5%
-$11,161.92 
KTOS Kratos Defense & Security Solutions, Inc.
-2.5%
-$9.84 
GS The Goldman Sachs Group, Inc.
-2.41%
-$24.87 
DE Deere & Company
-2.41%
-$13.89 
ABT Abbott Laboratories
-2.38%
-$8.68 
ADI Analog Devices, Inc.
-2.37%
-$19.14 
CDZI Cadiz Inc.
-2.36%
-$9.12 
EWT iShares MSCI Taiwan ETF
-2.36%
-$2,225.3 
REZI Resideo Technologies Inc.
-2.36%
-$10.95 
PHO Invesco Water Resources ETF
-2.36%
-$674.16 
A Agilent Technologies Inc.
-2.34%
-$12.7 
GOOGL Alphabet Inc
-2.32%
-$35,464.88 
EW Edwards Lifesciences Corporation
-2.31%
-$12.12 
BR Broadridge Financial Solutions, Inc.
-2.29%
-$6.88 
PPG PPG Industries Inc.
-2.27%
-$13.2 
DHR Danaher Corporation
-2.26%
-$1,457.75 
ORCL Oracle Corporation
-2.25%
-$1,248.16 
VAW Vanguard Materials ETF
-2.25%
-$335.4 
TMO Thermo Fisher Scientific Inc.
-2.24%
-$3,975.93 
GRMN Garmin Ltd.
-2.24%
-$4,202.81 
ITW Illinois Tool Works Inc.
-2.23%
-$719.46 
REGN Regeneron Pharmaceuticals, Inc.
-2.18%
-$13.41 
EWY iShares MSCI South Korea ETF
-2.15%
-$3,021.48 
CRM Salesforce Inc
-2.14%
-$22.47 
RTX RTX Corporation
-2.12%
-$312.25 
TXN Texas Instruments Inc
-2.1%
-$460.56 
ARKK ARK Innovation ETF Fund
-2.07%
-$620 
ROIV Roivant Sciences Ltd
-2.05%
-$14.87 
JLL Jones Lang LaSalle Inc.
-2.04%
-$12.48 
ALNY Alnylam Pharmaceuticals Inc
-2.03%
-$12.06 
META Meta Platforms Inc Class A
-2%
-$5,087.34 
WLDN Willdan Group, Inc.
-1.99%
-$9.82 
BNY BlackRock New York Municipal Income Trust
-1.98%
-$14.2 
CTSH Cognizant Technology Solutions Corporation
-1.96%
-$13.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.96%
-$201.08 
BIIB Biogen Inc.
-1.94%
-$15.44 
MAR Marriott International Inc. - Class A
-1.94%
-$15.26 
IUSG iShares Core S&P U.S. Growth ETF
-1.89%
-$851.33 
MDT Medtronic plc
-1.83%
-$7.5 
ADBE Adobe Inc.
-1.82%
-$1,216.73 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.81%
-$9,870.51 
WS Worthington Steel, Inc.
-1.81%
-$82.08 
XLK State Street Technology Select Sector SPDR ETF
-1.8%
-$14,816.7 
MGK Vanguard Mega Cap Growth ETF
-1.78%
-$94,829 
VGT Vanguard Information Technology ETF
-1.78%
-$9,790.8 
ARKW ARK Next Generation Internet ETF
-1.78%
-$741 
PIO Invesco Global Water ETF
-1.77%
-$601.09 
BKNG Booking Holdings Inc.
-1.76%
-$144.25 
IBB iShares Biotechnology ETF
-1.74%
-$185.22 
JPXN iShares JPX-Nikkei 400 ETF
-1.71%
-$243.09 
VUG Vanguard Growth ETF
-1.7%
-$28,669.32 
VPL Vanguard FTSE Pacific ETF
-1.7%
-$3,967.11 
TYL Tyler Technologies Inc.
-1.69%
-$5.23 
VBK Vanguard Small-Cap Growth ETF
-1.68%
-$1,016.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.67%
-$141.12 
EFG iShares MSCI EAFE Growth ETF
-1.67%
-$554.12 
EWJ iShares MSCI Japan ETF
-1.66%
-$700.64 
FDN First Trust Dow Jones Internet Index Fund
-1.66%
-$301.24 
SOLV Solventum Corporation
-1.66%
-$9.55 
VMC Vulcan Materials Company
-1.64%
-$9.16 
UBER Uber Technologies, Inc.
-1.62%
-$6.84 
DLB Dolby Laboratories Inc.
-1.62%
-$6.12 
AMGN Amgen Inc.
-1.61%
-$11.13 
LIN Linde plc
-1.61%
-$99.72 
ARES Ares Management Corporation
-1.6%
-$6.27 
HLT Hilton Worldwide Holdings Inc.
-1.58%
-$2,131.54 
BBJP JPMorgan BetaBuilders Japan Fund
-1.57%
-$212.28 
AVAV AeroVironment Inc.
-1.55%
-$5.46 
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$2,269.28 
IOO iShares Global 100 ETF
-1.53%
-$4,198.89 
BHP BHP Group Ltd.
-1.52%
-$206.4 
IBM International Business Machines Corporation
-1.52%
-$16.84 
LDOS Leidos Holdings Inc.
-1.51%
-$5.61 
UNH UnitedHealth Group Incorporated
-1.51%
-$62.3 
WAT Waters Corporation
-1.5%
-$5.55 
SATS EchoStar Corporation Class A Common Stock
-1.49%
-$12.14 
ONTO Onto Innovation Inc.
-1.48%
-$20.34 
WOOD iShares Global Timber & Forestry ETF
-1.48%
-$4,763.25 
ESGV Vanguard ESG U.S. Stock ETF
-1.48%
-$441.97 
MGC Vanguard Mega Cap ETF
-1.48%
-$23,298.1 
ACN Accenture plc Class A
-1.48%
-$606.52 
VECO Veeco Instruments Inc.
-1.44%
-$19.4 
SCHB Schwab U.S. Broad Market ETF
-1.44%
-$357,527.38 
EEM iShares MSCI Emerging Markets ETF
-1.44%
-$3,093.93 
IFF International Flavors & Fragrances Inc.
-1.43%
-$8.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.43%
-$3,579.88 
MS Morgan Stanley
-1.42%
-$101.83 
WY Weyerhaeuser Company
-1.42%
-$74.9 
NTAP NetApp, Inc.
-1.41%
-$11.65 
IEMG iShares Core MSCI Emerging Markets ETF
-1.4%
-$257.6 
EZU iShares MSCI Eurozone ETF
-1.39%
-$548.15 
SCHK Schwab 1000 Index ETF
-1.38%
-$575.26 
VOTE TCW Transform 500 ETF
-1.38%
-$13,618.22 
NUE Nucor Corporation
-1.38%
-$10.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.36%
-$967.98 
OEF iShares S&P 100 ETF
-1.35%
-$220.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.34%
-$588,815.88 
EWI iShares MSCI Italy ETF
-1.34%
-$40 
SCHX Schwab U.S. Large-Cap ETF
-1.34%
-$21,798.21 
IWV ISHARES RUSSELL 3000 ETF
-1.33%
-$463.14 
UNP Union Pacific Corporation
-1.33%
-$7.2 
IWB iShares Russell 1000 ETF
-1.32%
-$458.38 
BSX Boston Scientific Corporation
-1.32%
-$15.48 
VO Vanguard Mid-Cap ETF
-1.31%
-$1,672.56 
SCHC Schwab International Small-Cap Equity ETF
-1.31%
-$454.02 
BBEU JPMorgan BetaBuilders Europe Fund
-1.3%
-$22,132.11 
SPY SPDR S&P 500 ETF Trust
-1.3%
-$82,704.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.3%
-$105,582.04 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.28%
-$1,108.8 
IVV iShares Core S&P 500 ETF
-1.28%
-$4,274.48 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.28%
-$14,268.03 
MSFT Microsoft Corp.
-1.28%
-$130,140.5 
NKE Nike, Inc. - Class B
-1.28%
-$4.56 
EWN iShares MSCI Netherlands ETF
-1.27%
-$236.5 
SPEM SPDR Portfolio Emerging Markets ETF
-1.27%
-$3,357.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$249,619.4 
VT Vanguard Total World Stock ETF
-1.26%
-$83,284.5 
ACWI iShares MSCI ACWI ETF
-1.26%
-$452.4 
CDNS Cadence Design Systems, Inc.
-1.26%
-$9.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.26%
-$17,376.48 
SCHF Schwab International Equity ETF
-1.26%
-$73,516.16 
VOO Vanguard S&P 500 ETF
-1.26%
-$1,863.69 
IEFA iShares Core MSCI EAFE ETF
-1.25%
-$625.39 
LHX L3Harris Technologies, Inc.
-1.23%
-$38 
VEU Vanguard FTSE All-World ex-US ETF
-1.23%
-$94,457.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.23%
-$36,461.53 
SCHM Schwab U.S. Mid-Cap ETF
-1.22%
-$1,096.5 
MA Mastercard Incorporated
-1.22%
-$1,076.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.21%
-$71.55 
IJH iShares Core S&P Mid-Cap ETF
-1.21%
-$809.98 
IXUS iShares Core International Stock ETF
-1.21%
-$1,037.4 
MDY SPDR S&P MidCap 400 ETF Trust
-1.21%
-$3,127.4 
EBAY eBay Inc.
-1.21%
-$7.86 
EFA iShares MSCI EAFE ETF
-1.21%
-$1,318.12 
IT Gartner Inc.
-1.2%
-$3.78 
VB Vanguard Small-Cap ETF
-1.19%
-$2,637.83 
FNDF Schwab Fundamental International Large Company Index ETF
-1.19%
-$2,097.27 
WBD Warner Bros. Discovery, Inc.
-1.19%
-$8.19 
GWX SPDR S&P International Small Cap ETF
-1.17%
-$63.44 
AXP American Express Company
-1.16%
-$18.53 
BX Blackstone Inc.
-1.16%
-$4.2 
VGK Vanguard FTSE Europe ETF
-1.16%
-$18,724.14 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.15%
-$43.12 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$29,326.48 
IWS iShares Russell Mid-Cap Value ETF
-1.15%
-$101.75 
WU Western Union Co.
-1.14%
-$5.44 
EWS iShares MSCI Singapore ETF
-1.14%
-$24.09 
EWD iShares MSCI Sweden ETF
-1.13%
-$97.17 
PLTR Palantir Technologies Inc.
-1.13%
-$3,117.09 
WST West Pharmaceutical Services, Inc.
-1.09%
-$7.3 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-1.08%
-$3,288.48 
RSP Invesco S&P 500 Equal Weight ETF
-1.06%
-$64.23 
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$64,270.82 
CBRE CBRE Group Inc.
-1.04%
-$4.23 
ALLW SPDR Bridgewater All Weather Mutual Fund
-1.02%
-$387 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.01%
-$772 
NSC Norfolk Southern Corporation
-1%
-$21.98 
CSCO Cisco Systems, Inc.
-1%
-$1,792.8 
TTWO Take-Two Interactive Software, Inc.
-0.99%
-$4.22 
SNPS Synopsys, Inc.
-0.98%
-$4.58 
PRF Invesco FTSE RAFI US 1000 ETF
-0.98%
-$2,912 
LULU lululemon athletica inc.
-0.92%
-$3.36 
CTA-PA EIDP, Inc.
-0.91%
-$3.88 
BMY Bristol-Myers Squibb Company
-0.9%
-$5.61 
LRCX Lam Research Corporation
-0.9%
-$14.78 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.9%
-$12,421.92 
IXJ iShares Global Healthcare ETF
-0.9%
-$1,278.47 
XLV Health Care Select Sector SPDR Fund
-0.89%
-$509.22 
VIG Vanguard Dividend Appreciation ETF
-0.86%
-$48,815.22 
SCHA Schwab U.S. Small-Cap ETF
-0.86%
-$116.58 
PLD Prologis Inc.
-0.85%
-$6.3 
ICE Intercontinental Exchange, Inc.
-0.85%
-$579.6 
EPI WisdomTree India Earnings Fund
-0.84%
-$217.35 
VYM Vanguard High Dividend Yield ETF
-0.84%
-$52,453.87 
ADSK Autodesk, Inc.
-0.83%
-$3.72 
GD General Dynamics Corporation
-0.83%
-$5.74 
LMT Lockheed Martin Corporation
-0.83%
-$443.89 
JIVE JPMorgan International Value ETF
-0.81%
-$4,002.15 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.79%
-$527.82 
EFV iShares MSCI EAFE Value ETF
-0.79%
-$322.08 
DFIV Dimensional International Value ETF
-0.77%
-$60.9 
CRS Carpenter Technology Corporation
-0.76%
-$7.94 
IWM iShares Russell 2000 ETF
-0.74%
-$3,158.38 
VOE Vanguard Mid-Cap Value ETF
-0.73%
-$193.72 
JPM JPMorgan Chase & Co.
-0.71%
-$303.96 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.71%
-$1,922.74 
VTV Vanguard Value ETF
-0.7%
-$8,959.37 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.69%
-$614.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.68%
-$1,126.09 
WOR Worthington Enterprises Inc.
-0.67%
-$42.12 
MGV Vanguard Mega Cap Value ETF
-0.65%
-$32,262.88 
ASTS AST SpaceMobile, Inc.
-0.64%
-$5.7 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.64%
-$62.7 
C Citigroup Inc.
-0.62%
-$14.28 
LOW Lowe's Companies Inc.
-0.62%
-$475.7 
HCA HCA Healthcare Inc.
-0.61%
-$2.3 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.59%
-$9.36 
V Visa Inc. Class A
-0.59%
-$112.69 
HD The Home Depot, Inc.
-0.56%
-$447.5 
DPZ Domino's Pizza Inc.
-0.55%
-$1.75 
VYMI Vanguard International High Dividend Yield Index Fund
-0.54%
-$18,821.89 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.53%
-$24.65 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$93.84 
IWN iShares Russell 2000 Value ETF
-0.49%
-$32.24 
EPP iShares MSCI Pacific ex Japan ETF
-0.48%
-$256.27 
INDA ISHARES MSCI INDIA ETF
-0.47%
-$52.87 
UCTT Ultra Clean Holdings, Inc.
-0.47%
-$9.13 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
-0.47%
-$0.96 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.47%
-$223 
IXP iShares Global Comm Services ETF
-0.45%
-$106.53 
EWL iShares MSCI Switzerland ETF
-0.42%
-$141.96 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.41%
-$32.24 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.4%
-$88.87 
MRK Merck & Co., Inc.
-0.39%
-$51.23 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.39%
-$21.16 
EWC iShares MSCI Canada ETF
-0.38%
-$53.24 
FOXA Fox Corporation
-0.37%
-$2.01 
LLY Eli Lilly and Company
-0.37%
-$146.65 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.36%
-$7,166.4 
STT State Street Corp
-0.35%
-$2.32 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
-0.35%
-$0.7 
BBCA JPMorgan BetaBuilders Canada ETF
-0.32%
-$32.64 
NATL NCR Atleos Corporation
-0.32%
-$0.14 
ADPT Adaptive Biotechnologies Corporation
-0.29%
-$1.35 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.29%
-$875.05 
ILF iShares Latin America 40 ETF
-0.27%
-$49.95 
F-PD Ford Motor Company 6.500% Notes
-0.25%
-$28.37 
DIS The Walt Disney Company
-0.24%
-$16.32 
ROP Roper Technologies Inc.
-0.24%
-$0.8 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.22%
-$246.82 
AVB AvalonBay Communities, Inc.
-0.21%
-$1.17 
EIRL iShares MSCI Ireland ETF
-0.21%
-$30.5 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.21%
-$191.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$2,268.4 
MUB iShares National Muni Bond ETF
-0.2%
-$1,739.02 
INTC Intel Corporation
-0.2%
-$5.04 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.19%
-$90.86 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$8,791.08 
SCMB Schwab Municipal Bond ETF
-0.17%
-$3,064.5 
IBIT iShares Bitcoin Trust
-0.17%
-$15.18 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.16%
-$180.64 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
-0.16%
-$1.42 
SPBO SPDR Portfolio Corporate Bond ETF
-0.16%
-$554.94 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.15%
-$142.13 
SCYB Schwab High Yield Bond ETF
-0.15%
-$140.12 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$6,763.57 
BNDX Vanguard Total International Bond ETF
-0.14%
-$15,515.11 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.13%
-$2,046.33 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.12%
-$0.48 
VTC Vanguard Total Corporate Bond Fund
-0.12%
-$1,214.95 
SCHP Schwab U.S. TIPS ETF
-0.11%
-$2,178.45 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.11%
-$151.03 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$3,553.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$170.1 
HYBL SPDR Blackstone High Income Fund
-0.09%
-$17.37 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$7.6 
SPTB SPDR Portfolio Treasury ETF
-0.08%
-$78.3 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.08%
-$0.08 
PFE Pfizer Inc.
-0.08%
-$4.3 
VCRB Vanguard Core Bond ETF
-0.08%
-$5,058.24 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$8,385.08 
TIP iShares TIPS Bond ETF
-0.07%
-$52.32 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$357.56 
SCCR Schwab Core Bond ETF
-0.06%
-$2,995.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$51.65 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$508.35 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.04%
-$5.11 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.04%
-$662.6 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.04%
-$161.91 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.03%
-$8.85 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$2.03 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$1.68 
INDY iShares India 50 ETF
-0.02%
-$2.09 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$180.04 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$2.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$26.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1232 | Longs Won 754/1232 61% | Profit Factor 29.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $406,460.74 |
| Average Win $78,348.85 | Best Trade (Jun 09) $12.3M | Sharpe Ratio -9.88 |
| Average Loss -$4,172.02 | Worst Trade (Jun 10) -$560,332.63 | Z-Score 3.21 (99.87%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $46,331.83 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
