FTM
F. Thomas Mosley Portfolio
Invests via Mosley Wealth Management | Managed by F. Thomas (Tom) Mosley, Christopher B. Radford
Invests via Mosley Wealth Management
Managed by F. Thomas (Tom) Mosley, Christopher B. Radford
Automatically Tracked
F. Thomas Mosley Profile
Senior corporate and investment executive with multi-decade experience in private equity, corporate finance and operational leadership, focused on buyouts and turnaround situations. F. Thomas Mosley brings experience leading portfolio company transformations, board governance and capital-raising for middle-market firms, with a background spanning investment banking, CFO roles and strategic advisory.
Senior corporate and investment executive with multi-decade experience in private equity, corporate finance and operational leadership, focused on buyouts and turnaround situations. F. Thomas Mosley brings experience leading portfolio company transformations, board governance and capital-raising for middle-market firms, with a background spanning investment banking, CFO roles and strategic advisory.
Investment Philosophy & Strategy
Senior-minded private equity investor focusing on control buyouts and corporate turnarounds in the middle market, pursuing value through operational transformation, disciplined capital structure optimization, and board-led governance. Prefers hands-on interventions — CFO-level financial rigor, cost and working-capital remodeling, and CEO/management upgrades — to de-risk growth plans. Employs conservative leverage, staged capital commitments and milestone-based capital deployment with a 3–7 year value-creation horizon targeting asymmetric returns from distressed or underperforming assets.
Senior-minded private equity investor focusing on control buyouts and corporate turnarounds in the middle market, pursuing value through operational transformation, disciplined capital structure optimization, and board-led governance. Prefers hands-on interventions — CFO-level financial rigor, cost and working-capital remodeling, and CEO/management upgrades — to de-risk growth plans. Employs conservative leverage, staged capital commitments and milestone-based capital deployment with a 3–7 year value-creation horizon targeting asymmetric returns from distressed or underperforming assets.
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:
3.41%
Gain
Monthly
0.11%
Yearly
1.33%
Drawdown
34.57%
$240.12M
Equity
Holdings
$240.12M
Investment
$188.72M
$54.95M
Profit -$1.71M
Realized
$3.55M
Unrealized
$51.4M
Dividends
$9.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.71M
Win %
70%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$2.03M
Win %
70%
This Month
Compared to last month
Gain
-0.23%
Profit
-$550,878.75
Win %
70%
This Year
Compared to last year
Gain
9.6%
Profit
$21.03M
Win %
69%
ABT Abbott Laboratories
+10.93%
+$10,564.67 
BTI British American Tobacco p.l.c. ADR
+6.47%
+$76 
INTU Intuit Inc.
+5.88%
+$559.3 
MCK McKesson Corporation
+5.47%
+$304.71 
FVRR Fiverr International Ltd.
+5.07%
+$15.39 
ACN Accenture plc Class A
+4.62%
+$449.43 
ADBE Adobe Inc.
+4.21%
+$283.5 
MRK Merck & Co., Inc.
+4.17%
+$903 
BSX Boston Scientific Corporation
+4.17%
+$193.86 
NHI National Health Investors, Inc.
+4.07%
+$191.58 
DEO Diageo plc Sponsored ADR
+3.94%
+$38.82 
HLN Haleon Plc - ADR
+3.9%
+$85.88 
MDLZ Mondelez International, Inc.
+3.87%
+$1,165.74 
MDT Medtronic plc
+3.7%
+$321.84 
ADP Automatic Data Processing Inc.
+3.6%
+$258.68 
CRM Salesforce Inc
+3.59%
+$13,842 
VTRS Viatris Inc.
+3.57%
+$8.93 
WU Western Union Co.
+3.54%
+$85.5 
KHC The Kraft Heinz Company
+3.54%
+$27.9 
SOLV Solventum Corporation
+3.51%
+$8.25 
UNP Union Pacific Corporation
+3.49%
+$1,117.77 
ABBV AbbVie Inc.
+3.44%
+$19,861.01 
FFIN First Financial Bankshares Inc.
+3.44%
+$360.14 
COR Cencora, Inc.
+3.43%
+$3,677.92 
ITW Illinois Tool Works Inc.
+3.4%
+$138.22 
BOH Bank of Hawaii Corporation
+3.39%
+$439.92 
PM Philip Morris International Inc.
+3.33%
+$1,282.26 
UPS United Parcel Service, Inc.
+3.29%
+$70.68 
MO Altria Group, Inc.
+3.26%
+$38,163.9 
T AT&T Inc.
+3.22%
+$21,584.8 
AMGN Amgen Inc.
+3.13%
+$14,507.46 
OHI Omega Healthcare Investors Inc.
+3.13%
+$177 
ABM ABM Industries Inc.
+3.12%
+$552.45 
TMUS T-Mobile US, Inc.
+3.12%
+$169.68 
IBM International Business Machines Corporation
+3.1%
+$15,501.63 
OTIS Otis Worldwide Corporation
+3.04%
+$164.62 
MPT Medical Properties Trust, Inc.
+2.98%
+$581.84 
HOG Harley-Davidson Inc.
+2.97%
+$77 
STZ Constellation Brands, Inc.
+2.96%
+$42.84 
VLO Valero Energy Corporation
+2.91%
+$15,369.06 
VZ Verizon Communications Inc.
+2.91%
+$17,045.29 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+2.9%
+$26.46 
MRSH Marsh & McLennan Companies, Inc.
+2.89%
+$9,557.4 
SBUX Starbucks Corporation
+2.86%
+$1,793.98 
CMCSA Comcast Corp
+2.83%
+$605.75 
CAG Conagra Brands Inc.
+2.81%
+$42.37 
SHOP Shopify Inc.
+2.76%
+$415.91 
GSK GSK plc Sponsored ADR
+2.71%
+$461.75 
KO The Coca-Cola Company
+2.69%
+$17,462.52 
INGR Ingredion Inc.
+2.69%
+$56.07 
IOT Samsara Inc. Class A Common Stock
+2.68%
+$2,861.62 
GILD Gilead Sciences Inc.
+2.67%
+$15,749.41 
MPC Marathon Petroleum Corporation
+2.65%
+$689.04 
OKE ONEOK, Inc.
+2.63%
+$6,861.68 
COST Costco Wholesale Corporation
+2.6%
+$7,461.93 
UNH UnitedHealth Group Incorporated
+2.6%
+$14,309.22 
PEP PepsiCo, Inc.
+2.57%
+$5,433.11 
ISRG Intuitive Surgical, Inc.
+2.54%
+$12,253.71 
FSTA Fidelity MSCI Consumer Staples Index ETF
+2.52%
+$133 
REZ iShares Residential and Multisector Real Estate ETF
+2.51%
+$803.04 
RL Ralph Lauren Corporation
+2.5%
+$1,167.5 
WMT Walmart Inc.
+2.49%
+$14,134.4 
RF Regions Financial Corporation
+2.46%
+$477.4 
VDC VANGUARD CONSUMER STAPLES ETF
+2.44%
+$17,745.21 
BMY Bristol-Myers Squibb Company
+2.44%
+$244.53 
SPGI S&P Global Inc.
+2.4%
+$810.92 
COLB Columbia Banking System, Inc.
+2.4%
+$790.92 
TJX The TJX Companies, Inc.
+2.38%
+$233.35 
MA Mastercard Incorporated
+2.37%
+$11,108.52 
WY Weyerhaeuser Company
+2.36%
+$53.67 
ULTA Ulta Beauty Inc.
+2.33%
+$54.2 
MCD McDonald's Corporation
+2.31%
+$269.28 
STN Stantec Inc.
+2.3%
+$279.66 
XYL Xylem Inc.
+2.24%
+$8,507.45 
HE Hawaiian Electric Industries Inc.
+2.19%
+$376.12 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.14%
+$321 
NVO Novo Nordisk A/S Sponsored ADR
+2.12%
+$45.99 
GEHC GE HealthCare Technologies Inc.
+2.1%
+$22.61 
ZION Zions Bancorporation, National Association
+2.1%
+$60.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.05%
+$82.8 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$42.24 
LOW Lowe's Companies Inc.
+2.04%
+$115.42 
SYY Sysco Corporation
+2.01%
+$53.46 
VTR Ventas Inc.
+1.98%
+$76.65 
V Visa Inc. Class A
+1.94%
+$10,154.36 
CLNE Clean Energy Fuels Corp.
+1.92%
+$20.25 
PPG PPG Industries Inc.
+1.91%
+$893.2 
DIS The Walt Disney Company
+1.84%
+$1,104.91 
PG Procter & Gamble Co
+1.82%
+$15,744.63 
VHT Vanguard Health Care ETF
+1.81%
+$9,756 
TFC Truist Financial Corporation
+1.8%
+$85.5 
TGT Target Corporation
+1.79%
+$484.12 
MSFT Microsoft Corp.
+1.78%
+$42,271.39 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.77%
+$11.2 
VNQ Vanguard Real Estate ETF
+1.77%
+$254.3 
BXSL Blackstone Secured Lending Fund
+1.74%
+$22.96 
LLY Eli Lilly and Company
+1.73%
+$30,144.45 
FVD First Trust Value Line Dividend Index Fund
+1.69%
+$171.6 
SFIX Stitch Fix Inc.
+1.68%
+$0.65 
CTVA Corteva Inc.
+1.65%
+$1.39 
PAA Plains All American Pipeline, L.P.
+1.58%
+$152.81 
XLRE The Real Estate Select Sector SPDR Fund
+1.57%
+$902.3 
NVS Novartis AG Sponsored ADR
+1.56%
+$282 
AIG American International Group Inc.
+1.54%
+$4.72 
POWA Invesco Bloomberg Pricing Power ETF
+1.52%
+$944.62 
ICF iShares Cohen & Steers Realty Majors ETF
+1.51%
+$30,973.13 
EIX Edison International
+1.44%
+$363.55 
LNG Cheniere Energy Inc.
+1.44%
+$8,253.83 
PBA Pembina Pipeline Corporation
+1.42%
+$72.93 
KMI Kinder Morgan, Inc.
+1.4%
+$14,171.4 
PAGP Plains GP Holdings, L.P.
+1.4%
+$145.62 
JNJ Johnson & Johnson
+1.34%
+$5,385.6 
BROS Dutch Bros Inc.
+1.31%
+$42 
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.31%
+$480 
PFE Pfizer Inc.
+1.29%
+$291.11 
VTS Vitesse Energy Inc.
+1.28%
+$0.6 
CVX Chevron Corporation
+1.26%
+$1,440.96 
AAPL Apple Inc.
+1.25%
+$126,250.98 
LVS Las Vegas Sands Corp.
+1.25%
+$17.92 
MGA Magna International Inc.
+1.23%
+$8.15 
DON WisdomTree U.S. MidCap Dividend Fund
+1.13%
+$773.12 
PBYI Puma Biotechnology Inc.
+1.12%
+$13.94 
HD The Home Depot, Inc.
+1.09%
+$864.2 
IEP Icahn Enterprises L.P.
+1.06%
+$7.98 
ATO Atmos Energy Corporation
+1.05%
+$119.28 
CARR Carrier Global Corporation
+1.04%
+$107.97 
DUK Duke Energy Corporation
+1.04%
+$42.57 
SO The Southern Company
+1.02%
+$11,180.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.01%
+$4,061.46 
XOM Exxon Mobil Corporation
+1.01%
+$10,325.32 
AFG American Financial Group Inc.
+0.99%
+$1,002.32 
MSI Motorola Solutions, Inc.
+0.96%
+$314 
TRP TC Energy Corporation
+0.95%
+$2.64 
KD Kyndryl Holdings Inc.
+0.94%
+$3.3 
EPM Evolution Petroleum Corporation
+0.93%
+$10.5 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$903.81 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$11,654.35 
SFM Sprouts Farmers Market, Inc.
+0.86%
+$124.74 
FDLO Fidelity Low Volatility Factor ETF
+0.84%
+$12.98 
DE Deere & Company
+0.84%
+$64.22 
COP ConocoPhillips
+0.82%
+$13.8 
AEE Ameren Corporation
+0.77%
+$233.06 
NMAX Newsmax Inc.
+0.77%
+$3.9 
KRP Kimbell Royalty Partners, LP
+0.75%
+$12.32 
GPS Gap Inc-The
+0.74%
+$0.45 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.74%
+$27.6 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.73%
+$8.25 
PID Invesco International Dividend Achievers ETF
+0.71%
+$854 
IYC iShares U.S. Consumer Discretionary ETF
+0.67%
+$2,233.12 
LUV Southwest Airlines Co.
+0.67%
+$485.1 
FDX FedEx Corporation
+0.66%
+$30.98 
IVE ISHARES S&P 500 VALUE ETF
+0.66%
+$32,199.81 
SNOW Snowflake Inc.
+0.65%
+$49.28 
EMR Emerson Electric Co.
+0.63%
+$3,594.42 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$31.9 
PH Parker-Hannifin Corporation
+0.61%
+$6,504.6 
WEC WEC Energy Group Inc.
+0.61%
+$30.58 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$5,946.31 
FXU First Trust Utilities AlphaDEX Fund
+0.6%
+$36.87 
SQ Block, Inc.
+0.57%
+$45.59 
WMB The Williams Companies, Inc.
+0.56%
+$8,368.5 
PATH Uipath Inc.
+0.54%
+$4.87 
ALL Allstate Corporation
+0.52%
+$346.25 
PSTR PeakShares Sector Rotation ETF
+0.52%
+$6,079.59 
EXEL Exelixis Inc.
+0.49%
+$5.4 
LIN Linde plc
+0.48%
+$88.38 
FXN First Trust Energy AlphaDEX Fund
+0.48%
+$60 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,190.82 
FDVV Fidelity High Dividend ETF
+0.46%
+$659.21 
NFLX Netflix, Inc.
+0.45%
+$60.47 
PEO Adams Natural Resources Fund Inc.
+0.42%
+$10.23 
TMO Thermo Fisher Scientific Inc.
+0.42%
+$163.88 
XLC Communication Services Select Sector SPDR Fund
+0.4%
+$5,207.48 
VCR Vanguard Consumer Discretionary ETF
+0.38%
+$2,006.79 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$51,148.93 
BABA Alibaba Group Holding Limited SP ADR
+0.37%
+$2,461.8 
NET Cloudflare Inc.
+0.37%
+$2,099.02 
HUN Huntsman Corporation
+0.34%
+$1.88 
WFC Wells Fargo & Company
+0.33%
+$60.61 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$761.56 
DIBS 1stdibs.com, Inc.
+0.32%
+$4.74 
AEP American Electric Power Company, Inc.
+0.32%
+$39.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$17,891.01 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.31%
+$15.3 
BX Blackstone Inc.
+0.28%
+$1,690.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$577.71 
MMM 3M Company
+0.26%
+$756.42 
HON Honeywell International Inc.
+0.26%
+$42.63 
LMT Lockheed Martin Corporation
+0.26%
+$29.48 
AXP American Express Company
+0.26%
+$64.4 
GOOG Alphabet Inc
+0.22%
+$2,933.46 
MFUL Mindful Conservative ETF
+0.19%
+$0.3 
XRX Xerox Holdings Corporation
+0.18%
+$5 
GOOGL Alphabet Inc
+0.17%
+$4,357.64 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.15%
+$739.62 
IMCB iShares Morningstar Mid-Cap ETF
+0.14%
+$366.94 
LIVE Live Ventures Inc.
+0.14%
+$0.07 
EW Edwards Lifesciences Corporation
+0.13%
+$7.48 
OXY-WT Occidental Petroleum Corporation
+0.13%
+$1.56 
OGN Organon & Co.
+0.11%
+$0.18 
XMHQ Invesco S&P MidCap Quality ETF
+0.11%
+$141.62 
BKNG Booking Holdings Inc.
+0.11%
+$50 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$3.9 
MCGA Yorkville Acquisition Corp.
+0.1%
+$1.37 
SRE Sempra
+0.09%
+$863.51 
OXY Occidental Petroleum Corporation
+0.07%
+$16.64 
GJUL FT Vest US Equity Moderate Class B
+0.06%
+$7.89 
ZDEK Innovator Equity Defined Protection ETF
+0.06%
+$6.24 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.05%
+$0.64 
FCT First Trust Senior Floating Rate Income Fund II
+0.05%
+$3.62 
APO Apollo Global Management, Inc.
+0.05%
+$297.96 
DNP DNP Select Income Fund Inc.
+0.04%
+$0.01 
IGV iShares Expanded Tech-Software Sector ETF
+0.03%
+$264.48 
TPL Texas Pacific Land Corporation
+0.03%
+$6.5 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$34.87 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$458.49 
FLDR Fidelity Low Duration Bond ETF
+0.02%
+$0.38 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$52.94 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$0.54 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.01%
+$2.52 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$14.24 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$0.08 
NOW ServiceNow, Inc.
+0.01%
+$1.12 
FTSL First Trust Senior Loan ETF
+0.01%
+$0.05 
SBR Sabine Royalty Trust
+0.01%
+$0.14 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.61 
NEE NextEra Energy, Inc.
+0.01%
+$0.71 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$2.21 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$30.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
+$0.97 
PLTR Palantir Technologies Inc.
0%
+$26.23 
AEMS
0%
$0 
BAM
0%
$0 
BGFV Big 5 Sporting Goods Corporation
0%
$0 
CGC
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FPF First Trust Intermediate Duration Preferred & Income Fund
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
ONEZ
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
QBER
0%
$0 
QBUL
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZJUL
0%
$0 
ZSEP
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$4,261.95 
MXL MaxLinear Inc.
-14.33%
-$38.19 
RKLB Rocket Lab Corporation
-12.35%
-$50,080.55 
GLW Corning Incorporated
-11.13%
-$1,785.72 
OKLO Oklo Inc.
-10.22%
-$20,454.6 
MRVL Marvell Technology, Inc.
-9.44%
-$681.15 
CRNC Cerence Inc.
-8.85%
-$530.33 
ARM Arm Holdings plc American Depositary Receipt
-7.85%
-$652.65 
HOOD Robinhood Markets, Inc.
-7.62%
-$128,018.11 
QBTS D-Wave Quantum Inc.
-7.5%
-$24,747.68 
CIEN Ciena Corporation
-7.15%
-$227,048.98 
INTC Intel Corporation
-7.06%
-$5,488.85 
AMD Advanced Micro Devices, Inc.
-6.78%
-$24,728.21 
MU Micron Technology, Inc.
-6.55%
-$9,481.6 
GE General Electric Company
-6.35%
-$4,829.79 
LRCX Lam Research Corporation
-5.78%
-$59,441.6 
FCX Freeport-McMoRan Inc.
-5.53%
-$323.52 
VRT Vertiv Holdings Co
-5.47%
-$101,995.28 
MS Morgan Stanley
-5.46%
-$130,670.38 
MCHP Microchip Technology Incorporated
-5.31%
-$9.16 
BAI iShares A.I. Innovation and Tech Active ETF
-5.28%
-$67,656 
GS The Goldman Sachs Group, Inc.
-5.09%
-$104,473.46 
ORCL Oracle Corporation
-4.95%
-$52,775.2 
AVGO Broadcom Inc.
-4.61%
-$26,590.03 
CAT Caterpillar Inc.
-4.47%
-$13,120.87 
ETN Eaton Corporation plc
-4.38%
-$1,282.97 
P Everpure Inc.
-4.29%
-$30.39 
SMH VanEck Semiconductor ETF
-4.22%
-$1,545.66 
DELL Dell Technologies Inc.
-4.21%
-$556.16 
VFF Village Farms International Inc.
-4.21%
-$4.25 
QCOM QUALCOMM Incorporated
-4.14%
-$89,536.18 
RULE Adaptive Core ETF
-3.94%
-$7.32 
TXN Texas Instruments Inc
-3.93%
-$1,395.35 
HWM Howmet Aerospace Inc.
-3.8%
-$530 
SCCO Southern Copper Corporation
-3.74%
-$577.15 
CI The Cigna Group
-3.73%
-$1,587.3 
CMI Cummins Inc.
-3.62%
-$4,843.1 
GEV GE Vernova Inc.
-3.56%
-$1,279.08 
AMAT Applied Materials, Inc.
-3.49%
-$2,144.91 
MSTR Strategy Inc.
-3.49%
-$5,630.4 
MTUM iShares MSCI USA Momentum Factor ETF
-3.36%
-$107,443.73 
COIN Coinbase Global, Inc.
-3.21%
-$7,041.88 
ELV Elevance Health, Inc.
-3.2%
-$99.84 
ADI Analog Devices, Inc.
-3.19%
-$909.22 
SBIO ALPS Medical Breakthroughs ETF
-3.15%
-$76.41 
APP AppLovin Corporation Class A Common Stock
-3.14%
-$9,080.2 
RIO Rio Tinto Plc Sponsored ADR
-3.05%
-$31.41 
FPX First Trust US Equity Opportunities ETF
-3.05%
-$12,040.5 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$7,900.03 
CSCO Cisco Systems, Inc.
-2.89%
-$1,556.86 
HEI Heico Corporation
-2.88%
-$4,513.52 
EZET Franklin Ethereum ETF
-2.85%
-$135.29 
JEF Jefferies Financial Group Inc.
-2.78%
-$47.7 
SOFI SoFi Technologies, Inc.
-2.77%
-$50.49 
VSAT Viasat Inc.
-2.75%
-$2,029.24 
NVDA NVIDIA Corporation
-2.73%
-$120,691.13 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.69%
-$419.84 
UPST Upstart Holdings, Inc.
-2.55%
-$69.23 
C Citigroup Inc.
-2.53%
-$63,790.68 
APH Amphenol Corporation
-2.38%
-$512.38 
VGT Vanguard Information Technology ETF
-2.25%
-$796.48 
ARKW ARK Next Generation Internet ETF
-2.25%
-$21,518.46 
FDMO Fidelity Momentum Factor ETF
-2.24%
-$14,598.87 
NTAP NetApp, Inc.
-2.23%
-$57.92 
EEM iShares MSCI Emerging Markets ETF
-2.23%
-$7,421.18 
ICVT iShares Convertible Bond ETF
-2.2%
-$11,459.17 
HII Huntington Ingalls Industries Inc.
-2.14%
-$166.18 
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$136,514.33 
IYW iShares U.S. Technology ETF
-2.01%
-$86,821.01 
META Meta Platforms Inc Class A
-1.85%
-$22,230.17 
GLD SPDR Gold Shares
-1.85%
-$1,376 
HEI.A Heico Corporation
-1.85%
-$4,530.24 
CWB SPDR Bloomberg Convertible Securities ETF
-1.83%
-$2,490.9 
PUK Prudential plc ADR
-1.82%
-$5.3 
EBAY eBay Inc.
-1.81%
-$320.85 
CVNA Carvana Co.
-1.8%
-$44.45 
IAU iShares Gold Trust
-1.8%
-$50,555.74 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.69%
-$1,249.62 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$10,326.24 
IWP iShares Russell Mid-Cap Growth ETF
-1.59%
-$24.48 
EMMF WisdomTree Emerging Markets Multifactor Fund
-1.58%
-$15.87 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$6,440 
IBIT iShares Bitcoin Trust
-1.49%
-$5,076.5 
ARKB Ark 21Shares Bitcoin ETF
-1.44%
-$1,412.05 
VBK Vanguard Small-Cap Growth ETF
-1.42%
-$3,139.22 
TSLA Tesla, Inc.
-1.41%
-$6,855.47 
RTX RTX Corporation
-1.4%
-$7,491.03 
BITB Bitwise Bitcoin ETF
-1.39%
-$255.29 
AESR Anfield U.S. Equity Sector Rotation Fund
-1.37%
-$10,093.87 
BITO ProShares Bitcoin ETF
-1.33%
-$44.14 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.3%
-$160.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$107,911.81 
VWO Vanguard FTSE Emerging Markets ETF
-1.26%
-$3,604.5 
ASML ASML Holding N.V. New York Registry Shares
-1.18%
-$21,891.54 
BA Boeing Company
-1.1%
-$1,780.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$303.02 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$1,661.16 
EFG iShares MSCI EAFE Growth ETF
-1.08%
-$53,845.44 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.06%
-$303.03 
CMG Chipotle Mexican Grill, Inc.
-1.05%
-$36.5 
BN Brookfield Corporation
-1.05%
-$10.23 
VUG Vanguard Growth ETF
-1.03%
-$6,015.6 
VLUE iShares MSCI USA Value Factor ETF
-1.01%
-$387 
JPM JPMorgan Chase & Co.
-0.99%
-$28,002.36 
WBD Warner Bros. Discovery, Inc.
-0.95%
-$33.8 
CCL Carnival Corporation Ltd.
-0.92%
-$24.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$44,470.83 
DXJ WisdomTree Japan Hedged Equity Fund
-0.89%
-$322.88 
THRO iShares U.S. Thematic Rotation Active ETF
-0.87%
-$16,537.12 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.86%
-$769.39 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.86%
-$2,240.7 
OLED Universal Display Corporation
-0.85%
-$36.72 
IWC iShares Micro-Cap ETF
-0.84%
-$44.21 
IRM Iron Mountain Inc.
-0.82%
-$140.38 
FNDF Schwab Fundamental International Large Company Index ETF
-0.82%
-$7,503.75 
NIO Nio Inc.
-0.8%
-$4.16 
FDN First Trust Dow Jones Internet Index Fund
-0.77%
-$374.5 
VIS Vanguard Industrials ETF
-0.76%
-$2,050.12 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.75%
-$264.74 
PEG Public Service Enterprise Group Incorporated
-0.73%
-$4,811.68 
DDOG Datadog, Inc. Class A Common Stock
-0.71%
-$145.19 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$2,084.21 
OKTA Okta Inc.
-0.63%
-$19 
CCI Crown Castle Inc.
-0.63%
-$2 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.62%
-$4.18 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.61%
-$12.62 
DKNG DraftKings Inc.
-0.57%
-$695.86 
BP BP p.l.c. Sponsored ADR
-0.56%
-$58.65 
XLSR SPDR SSGA US Sector Rotation ETF
-0.55%
-$71,964.36 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.55%
-$1,468.29 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$95.76 
MGC Vanguard Mega Cap ETF
-0.53%
-$3,675.33 
OEF iShares S&P 100 ETF
-0.48%
-$8,927.53 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$39,878.72 
SBAR Simplify Barrier Income ETF
-0.47%
-$1,622.88 
VOO Vanguard S&P 500 ETF
-0.47%
-$3,029.73 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$4,555.98 
IVV iShares Core S&P 500 ETF
-0.46%
-$59,525.91 
VXF Vanguard Extended Market ETF
-0.46%
-$154 
KBWB Invesco KBW Bank ETF
-0.46%
-$1,589.85 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$1,123.61 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$0.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$23,314.5 
NUE Nucor Corporation
-0.43%
-$38.11 
TTWO Take-Two Interactive Software, Inc.
-0.43%
-$31.35 
F Ford Motor Company
-0.42%
-$93.12 
HIGH Simplify Enhanced Income ETF
-0.39%
-$682.55 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.36%
-$36.92 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$512.1 
AXON Axon Enterprise, Inc.
-0.34%
-$77.59 
RPHS Regents Park Hedged Market Fund
-0.34%
-$306.15 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.33%
-$1,766.82 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.31%
-$188.37 
SVOL Simplify Volatility Premium ETF
-0.31%
-$516.25 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.27%
-$3.78 
AOK iShares Core Conservative Allocation ETF
-0.27%
-$259.68 
SEPZ TrueShares Structured Outcome September ETF
-0.26%
-$2.28 
TTD The Trade Desk, Inc. Class A
-0.26%
-$1.4 
IYG iShares U.S. Financial Services ETF
-0.26%
-$2,114.59 
BAC Bank of America Corporation
-0.25%
-$110.2 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
-0.24%
-$25.55 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.23%
-$16.49 
DECZ TrueShares Structured Outcome December ETF
-0.23%
-$2 
ADFI Anfield Dynamic Fixed Income Fund
-0.23%
-$1,190.22 
VOX Vanguard Communication Services ETF
-0.23%
-$3,007.84 
EDOG ALPS Emerging Sector Dividend Dogs ETF
-0.21%
-$144.47 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.17%
-$3.25 
FMHI First Trust Municipal High Income Fund
-0.17%
-$26.55 
BNDX Vanguard Total International Bond ETF
-0.17%
-$0.88 
VRP Invesco Variable Rate Preferred ETF
-0.16%
-$375.52 
VGLT Vanguard Long-Term Treasury Fund
-0.16%
-$73.36 
PANW Palo Alto Networks, Inc.
-0.15%
-$1,650.47 
AMZN Amazon.com Inc
-0.14%
-$2,128.38 
IAGG iShares International Aggregate Bond Fund
-0.14%
-$1,626.03 
MFC Manulife Financial Corporation
-0.14%
-$60 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.14%
-$4.41 
TJUL Innovator Equity Defined Protection ETF 0725
-0.13%
-$8.56 
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$0.66 
FLIN Franklin FTSE India ETF
-0.13%
-$95.53 
XLF Financial Select Sector SPDR Fund
-0.12%
-$129.35 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
-0.11%
-$14.79 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$480.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$2,561.47 
SPBW AllianzIM Buffer20 Allocation ETF
-0.1%
-$31.44 
MBSD FlexShares Disciplined Duration MBS Index Fund
-0.1%
-$59.11 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.1%
-$84.36 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.1%
-$19.29 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$589.44 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.09%
-$7.1 
NOC Northrop Grumman Corporation
-0.08%
-$90.19 
MTBA Simplify MBS ETF
-0.08%
-$143.04 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$78.15 
SPIP SPDR Portfolio TIPS ETF
-0.08%
-$50.08 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.07%
-$0.17 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.07%
-$51.7 
BLV Vanguard Long-Term Bond ETF
-0.07%
-$0.14 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$0.15 
BUCK Simplify Treasury Option Income ETF
-0.06%
-$246.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$2.27 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.05%
-$106.93 
BINC iShares Flexible Income Active ETF
-0.05%
-$780.5 
MBB iShares MBS ETF
-0.05%
-$1,549.98 
TIP iShares TIPS Bond ETF
-0.04%
-$131.72 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$4.8 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
-0.03%
-$20.84 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$103.5 
HYDB iShares High Yield Systematic Bond ETF
-0.03%
-$12.84 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$0.19 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$0.68 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.02%
-$9.9 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$9.71 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$50.84 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$1,047.61 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$22.39 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$0.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$0.03 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.01%
-$0.66 Events
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Dividends
Dividend Analysis
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| Trades 1099 | Longs Won 722/1099 65% | Profit Factor 15.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $223,909.92 |
| Average Win $81,214.65 | Best Trade (Jul 15) $4.18M | Sharpe Ratio -13.2 |
| Average Loss -$9,780.58 | Worst Trade (Sep 30) -$270,572.16 | Z-Score 11.8 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $49,999.72 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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