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:
57.78%
Gain -0.61%
Monthly
1.43%
Yearly
18.64%
Drawdown
19.38%
$318.78M
Equity
Holdings
$318.78M
Investment
$295.88M
$61.03M
Profit -$1.34M
Realized
$38.13M
Unrealized
$22.91M
Dividends
$10.06M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$1.34M
Win %
65%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.72M
Win %
65%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.34M
Win %
65%
This Year
Compared to last year
Gain
0.82%
Profit
$3.3M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$279,980.72 
ETN Eaton Corporation plc
+7.32%
+$254.79 
GOOG Alphabet Inc
+6.88%
+$85,425.43 
GOOGL Alphabet Inc
+6.73%
+$107,811.06 
WY Weyerhaeuser Company
+6.51%
+$139.23 
VRT Vertiv Holdings Co
+6.18%
+$12,817.78 
BLNK Blink Charging Co.
+5.51%
+$1.05 
ANET Arista Networks, Inc.
+5.46%
+$20,460.7 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$4,109.49 
SOLS Sollensys Corp
+4.84%
+$280.78 
APO Apollo Global Management, Inc.
+4.44%
+$2,862.24 
SNPS Synopsys, Inc.
+4.41%
+$49.29 
CGNX Cognex Corporation
+4.18%
+$131 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$1,242.15 
MUR Murphy Oil Corporation
+4%
+$10.71 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$5,089.14 
FERG Ferguson Enterprises Inc
+3.52%
+$23.91 
CROX Crocs, Inc.
+3.52%
+$26.1 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$44.85 
TT Trane Technologies plc
+3.33%
+$14.67 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$2,186.7 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$1,141.63 
META Meta Platforms Inc Class A
+3.28%
+$39,214.22 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$325.36 
PATH Uipath Inc.
+3.15%
+$29.25 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$1,962.72 
ALTO Alto Ingredients Inc.
+3.03%
+$31.5 
MSFT Microsoft Corp.
+3.02%
+$96,143.51 
CNO CNO Financial Group Inc.
+2.99%
+$32 
LITE Lumentum Holdings Inc.
+2.99%
+$310.5 
NVDA NVIDIA Corporation
+2.93%
+$111,002.54 
P Everpure Inc.
+2.81%
+$21.1 
CRNC Cerence Inc.
+2.77%
+$2,669.84 
LYB LyondellBasell Industries N.V.
+2.71%
+$4.92 
EWT iShares MSCI Taiwan ETF
+2.71%
+$40.8 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$2,208.48 
HIMS Hims & Hers Health, Inc.
+2.7%
+$14.6 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$23,719.8 
NTAP NetApp, Inc.
+2.6%
+$72.32 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$1,214.5 
FSLR First Solar, Inc.
+2.44%
+$5.02 
CVX Chevron Corporation
+2.35%
+$10,269.44 
MRVL Marvell Technology, Inc.
+2.32%
+$1,601.76 
VTS Vitesse Energy Inc.
+2.29%
+$1.05 
ORLY O'Reilly Automotive Inc.
+2.28%
+$559.19 
BP BP p.l.c. Sponsored ADR
+2.26%
+$261 
GLW Corning Incorporated
+2.24%
+$306.03 
WDC Western Digital Corporation
+2.21%
+$35.4 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$9.02 
EOG EOG Resources, Inc.
+2.19%
+$92.22 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$89.4 
CDNS Cadence Design Systems, Inc.
+2.16%
+$828 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$16.66 
CSCO Cisco Systems, Inc.
+2.14%
+$16,985.7 
LNG Cheniere Energy Inc.
+2.13%
+$1,730.14 
JBL Jabil Inc.
+2.12%
+$52.24 
TPL Texas Pacific Land Corporation
+2.11%
+$1,224.51 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$108.6 
OXY Occidental Petroleum Corporation
+2%
+$472.64 
OKE ONEOK, Inc.
+1.95%
+$5,042.52 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$19.2 
LHX L3Harris Technologies, Inc.
+1.9%
+$10.32 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,432.9 
TSCO Tractor Supply Company
+1.85%
+$1.68 
CRM Salesforce Inc
+1.83%
+$5,981.16 
ORCL Oracle Corporation
+1.81%
+$8,318.31 
HWM Howmet Aerospace Inc.
+1.8%
+$258.96 
ARW Arrow Electronics Inc.
+1.75%
+$11.16 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$8.55 
VTR Ventas Inc.
+1.73%
+$63.6 
HCA HCA Healthcare Inc.
+1.72%
+$27.2 
J Jacobs Solutions Inc.
+1.64%
+$15.26 
KMI Kinder Morgan, Inc.
+1.64%
+$7,917 
SHEL Shell plc
+1.62%
+$38.22 
HPE Hewlett Packard Enterprise Company
+1.61%
+$32.68 
ACN Accenture plc Class A
+1.61%
+$2,750.99 
BSX Boston Scientific Corporation
+1.59%
+$6.57 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,071 
VZ Verizon Communications Inc.
+1.52%
+$1,736 
SAP SAP SE Sponsored ADR
+1.51%
+$8.22 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$199.32 
STN Stantec Inc.
+1.51%
+$185.85 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$846 
LMT Lockheed Martin Corporation
+1.5%
+$77.67 
RRC Range Resources Corporation
+1.49%
+$1.18 
UPST Upstart Holdings, Inc.
+1.48%
+$1,270.4 
WERN Werner Enterprises Inc.
+1.46%
+$5.94 
FOXY Simplify Currency Strategy ETF
+1.46%
+$9,127.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$53,834.88 
DIBS 1stdibs.com, Inc.
+1.44%
+$18.96 
NOC Northrop Grumman Corporation
+1.43%
+$1,579.41 
PH Parker-Hannifin Corporation
+1.43%
+$13,053.05 
PWR Quanta Services Inc.
+1.43%
+$384.58 
KRP Kimbell Royalty Partners, LP
+1.42%
+$22.47 
SNX TD Synnex Corporation
+1.42%
+$7.16 
GE General Electric Company
+1.42%
+$769.59 
WDAY Workday Inc.
+1.41%
+$298.82 
KLAC KLA Corporation
+1.38%
+$458.16 
OVV Ovintiv Inc.
+1.36%
+$4.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$1,766.57 
CIEN Ciena Corporation
+1.34%
+$4,198.12 
CAH Cardinal Health Inc.
+1.3%
+$8.88 
RRX Regal Rexnord Corporation
+1.3%
+$2.64 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$192.64 
RS Reliance Inc.
+1.27%
+$10.16 
NMR Nomura Holdings Inc. Sponsored ADR
+1.25%
+$1.92 
CLOU Global X Cloud Computing ETF
+1.25%
+$139.19 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$17.22 
MBC MasterBrand, Inc.
+1.23%
+$0.8 
CMCSA Comcast Corp
+1.23%
+$3,561.49 
COP ConocoPhillips
+1.22%
+$56.55 
WFC Wells Fargo & Company
+1.19%
+$4,536.96 
BN Brookfield Corporation
+1.19%
+$16.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$902.66 
AMAT Applied Materials, Inc.
+1.18%
+$7,257.02 
CHD Church & Dwight Co., Inc.
+1.16%
+$3.39 
SVOL Simplify Volatility Premium ETF
+1.15%
+$8,311.14 
ITW Illinois Tool Works Inc.
+1.15%
+$52 
MSI Motorola Solutions, Inc.
+1.14%
+$399.33 
VOX Vanguard Communication Services ETF
+1.12%
+$2,200.95 
VUG Vanguard Growth ETF
+1.1%
+$128,310.24 
OKTA Okta Inc.
+1.07%
+$45.3 
NOW ServiceNow, Inc.
+1.05%
+$3.48 
NBIS Nebius Group N.V.
+1.05%
+$597.96 
WSC WillScot Holdings Corporation
+1.04%
+$14.75 
IEP Icahn Enterprises L.P.
+1.04%
+$8 
Z Zillow Group Inc.
+1.04%
+$47.95 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$45.12 
ADBE Adobe Inc.
+1.01%
+$389.05 
LRNZ TrueShares Technology, AI & Deep Learning ETF
+1.01%
+$89.83 
XLE Energy Select Sector SPDR Fund
+1%
+$50.15 
ADP Automatic Data Processing Inc.
+0.98%
+$463.61 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$0.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$451.92 
TTE TotalEnergies SE
+0.95%
+$5.81 
OEF iShares S&P 100 ETF
+0.95%
+$1,626.19 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$7.62 
UNP Union Pacific Corporation
+0.92%
+$130.83 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$134.08 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$2.22 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$1,583.46 
DTM Dt Midstream Inc.
+0.9%
+$1.23 
WMB The Williams Companies, Inc.
+0.89%
+$4,551.12 
SCHW Charles Schwab Corporation
+0.87%
+$11.83 
MGC Vanguard Mega Cap ETF
+0.87%
+$119,434.27 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+0.87%
+$994.76 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$9 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$9.61 
IBM International Business Machines Corporation
+0.86%
+$2,507.8 
CNQ Canadian Natural Resources Limited
+0.85%
+$3.2 
GEV GE Vernova Inc.
+0.85%
+$315.78 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$92.4 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.83%
+$23.2 
NIO Nio Inc.
+0.83%
+$4.16 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$7,129.2 
EPM Evolution Petroleum Corporation
+0.82%
+$9 
MCD McDonald's Corporation
+0.82%
+$4,844.42 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$33.35 
AUGZ TrueShares Structured Outcome August ETF
+0.8%
+$21.48 
OCTZ Trueshares Structured Outcome ETF October
+0.8%
+$50.4 
EMR Emerson Electric Co.
+0.79%
+$776.45 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$4,183.82 
AEE Ameren Corporation
+0.79%
+$238.22 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$45,183.64 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$98.67 
TSLA Tesla, Inc.
+0.76%
+$2,263.22 
NHI National Health Investors, Inc.
+0.76%
+$34.8 
MPC Marathon Petroleum Corporation
+0.76%
+$224.66 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,183.7 
DECZ TrueShares Structured Outcome December ETF
+0.75%
+$86.24 
STT State Street Corp
+0.73%
+$25.46 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.73%
+$1,027.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,089.87 
PHIN Phinia Inc.
+0.72%
+$1.06 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,644.73 
VIS Vanguard Industrials ETF
+0.72%
+$40,427.48 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,094.49 
JANZ TrueShares Structured Outcome January Fund
+0.71%
+$135.25 
AME Ametek Inc.
+0.71%
+$1.7 
CAT Caterpillar Inc.
+0.7%
+$1,814.4 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,516.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$53,708.8 
CARR Carrier Global Corporation
+0.68%
+$71.4 
RULE Adaptive Core ETF
+0.68%
+$1.19 
HSIC Henry Schein, Inc.
+0.68%
+$5.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$78.47 
WCN Waste Connections Inc.
+0.67%
+$1.11 
DOW Dow Inc.
+0.67%
+$2.4 
PTC PTC Inc.
+0.66%
+$9 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$362.07 
PLTR Palantir Technologies Inc.
+0.65%
+$4,575.99 
ABM ABM Industries Inc.
+0.65%
+$119.35 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.65%
+$840.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,246.64 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$283.67 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$35,503.65 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$551.72 
FFIN First Financial Bankshares Inc.
+0.63%
+$62.92 
SYY Sysco Corporation
+0.63%
+$18.02 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.62%
+$368.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$54.32 
BROS Dutch Bros Inc.
+0.61%
+$20 
IMO Imperial Oil Limited
+0.6%
+$6.16 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$5,353.44 
SEPZ TrueShares Structured Outcome September ETF
+0.59%
+$411.24 
FDMO Fidelity Momentum Factor ETF
+0.59%
+$47,014.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$88.32 
GEN Gen Digital Inc.
+0.59%
+$3.52 
NNOV Innovator G-100 Power Buffer ETF - November
+0.58%
+$312.48 
MO Altria Group, Inc.
+0.57%
+$3,896.1 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.56%
+$853.44 
QBTS D-Wave Quantum Inc.
+0.56%
+$305.7 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$136.64 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.55%
+$1,112.83 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.55%
+$587.93 
APH Amphenol Corporation
+0.55%
+$8.8 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$1.62 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,213.96 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$5.28 
EXC Exelon Corporation
+0.53%
+$125.04 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$1,444.5 
STX Seagate Technology Holdings plc
+0.52%
+$13.35 
NMAX Newsmax Inc.
+0.52%
+$2.4 
GM General Motors Company
+0.52%
+$26.68 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$19.61 
PSX Phillips 66
+0.51%
+$2.16 
PBYI Puma Biotechnology Inc.
+0.51%
+$5.92 
Q Qnity Electronics Inc.
+0.51%
+$0.66 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.49%
+$14.89 
WTS Watts Water Technologies Inc.
+0.48%
+$2,090.85 
SBR Sabine Royalty Trust
+0.48%
+$9.1 
SE Sea Ltd.
+0.47%
+$30.5 
AXON Axon Enterprise, Inc.
+0.47%
+$103.32 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$26.68 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.47%
+$3,714.12 
NSC Norfolk Southern Corporation
+0.46%
+$1.55 
RDN Radian Group Inc.
+0.46%
+$0.36 
OHI Omega Healthcare Investors Inc.
+0.46%
+$25.99 
IYW iShares U.S. Technology ETF
+0.46%
+$3,563.94 
KKR KKR & Co. Inc.
+0.45%
+$5.4 
ALK Alaska Air Group Inc.
+0.45%
+$12.6 
SNY Sanofi American Depositary Receipt
+0.44%
+$0.95 
IWD iShares Russell 1000 Value ETF
+0.44%
+$47.73 
HEI.A Heico Corporation
+0.44%
+$454.26 
PAYX Paychex Inc.
+0.44%
+$116.28 
EBAY eBay Inc.
+0.43%
+$90.16 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
+0.42%
+$11.64 
CSX CSX Corporation
+0.42%
+$1.47 
RKLB Rocket Lab Corporation
+0.42%
+$297.81 
PSTR PeakShares Sector Rotation ETF
+0.41%
+$84,560.28 
PFE Pfizer Inc.
+0.4%
+$49.9 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
+0.4%
+$3,008.42 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.4%
+$1,389.46 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$4.76 
RTX RTX Corporation
+0.39%
+$413.28 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$2.2 
VLO Valero Energy Corporation
+0.38%
+$357 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$1,966.74 
AVGO Broadcom Inc.
+0.37%
+$4,432.32 
PG Procter & Gamble Co
+0.37%
+$4,727.07 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,935.08 
OTIS Otis Worldwide Corporation
+0.36%
+$20.02 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$1.24 
BAC Bank of America Corporation
+0.36%
+$1,166.88 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$11,295.36 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$249.24 
ZION Zions Bancorporation, National Association
+0.35%
+$9.6 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.34%
+$2,449.8 
CXW CoreCivic Inc.
+0.34%
+$0.1 
SNA Snap-on Inc.
+0.33%
+$1.36 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$8,741.9 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.33%
+$107.58 
EWZ iShares MSCI Brazil ETF
+0.33%
+$1.68 
RF Regions Financial Corporation
+0.32%
+$62.7 
GD General Dynamics Corporation
+0.32%
+$3.66 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.32%
+$1,914.31 
MRK Merck & Co., Inc.
+0.32%
+$83.64 
HIGH Simplify Enhanced Income ETF
+0.3%
+$1,012.7 
SMH VanEck Semiconductor ETF
+0.3%
+$101.06 
SPBW AllianzIM Buffer20 Allocation ETF
+0.3%
+$1,144.83 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$101.5 
KD Kyndryl Holdings Inc.
+0.3%
+$2.08 
ZMAY Innovator EDP ETF -1 Yr May
+0.28%
+$260.85 
VSNT Versant Media Group, Inc.
+0.28%
+$2.1 
DOV Dover Corporation
+0.27%
+$4.48 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,538.34 
JPM JPMorgan Chase & Co.
+0.27%
+$5,028.06 
VT Vanguard Total World Stock ETF
+0.26%
+$40.18 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$111.6 
NSEP Innovator G100 Power Buffer ETF - September
+0.26%
+$48.48 
AMP Ameriprise Financial, Inc.
+0.25%
+$4.14 
FLIN Franklin FTSE India ETF
+0.25%
+$1,493.55 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.25%
+$319.37 
NRG NRG Energy, Inc.
+0.24%
+$1.28 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$1,029.21 
CME CME Group Inc.
+0.21%
+$0.57 
SO The Southern Company
+0.21%
+$312.8 
JNJ Johnson & Johnson
+0.21%
+$2,651.59 
ADI Analog Devices, Inc.
+0.2%
+$2.96 
KBWB Invesco KBW Bank ETF
+0.2%
+$105.64 
CMI Cummins Inc.
+0.19%
+$251.33 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$58.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,040.83 
INTU Intuit Inc.
+0.18%
+$584.83 
USB U.S. Bancorp
+0.17%
+$0.77 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.17%
+$643.37 
T AT&T Inc.
+0.17%
+$739.6 
EWQ iShares MSCI France ETF
+0.17%
+$2.32 
MS Morgan Stanley
+0.17%
+$699.48 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.17%
+$23.52 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$9,825.32 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3.5 
XPEV Xpeng Inc.
+0.15%
+$0.08 
DELL Dell Technologies Inc.
+0.14%
+$24.08 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
+0.14%
+$857.96 
XYL Xylem Inc.
+0.13%
+$481.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$56.52 
DTE DTE Energy Company
+0.12%
+$1.87 
MMM 3M Company
+0.12%
+$685.84 
FTSL First Trust Senior Loan ETF
+0.11%
+$0.75 
AESR Anfield U.S. Equity Sector Rotation Fund
+0.1%
+$238.48 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
+0.1%
+$50.98 
ISRG Intuitive Surgical, Inc.
+0.1%
+$75.96 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$15.08 
C Citigroup Inc.
+0.1%
+$465.88 
NUE Nucor Corporation
+0.1%
+$9.25 
WM Waste Management, Inc.
+0.1%
+$0.88 
CDX Simplify High Yield ETF
+0.1%
+$1,033.3 
AFL Aflac Inc.
+0.09%
+$0.84 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$368.46 
WMT Walmart Inc.
+0.09%
+$631.21 
ABT Abbott Laboratories
+0.09%
+$87.03 
RVPH Reviva Pharmaceuticals Holdings, Inc.
+0.08%
$0 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$91.77 
ATR AptarGroup, Inc.
+0.07%
+$243.84 
AVMA Avantis Moderate Allocation ETF
+0.07%
+$25.87 
EWP iShares MSCI Spain ETF
+0.07%
+$1.12 
COLB Columbia Banking System, Inc.
+0.06%
+$20.28 
IYG iShares U.S. Financial Services ETF
+0.06%
+$83.28 
OC Owens Corning
+0.06%
+$0.08 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$130.12 
AEP American Electric Power Company, Inc.
+0.06%
+$6.44 
USFD US Foods Holding Corp
+0.04%
+$0.56 
BOH Bank of Hawaii Corporation
+0.04%
+$4.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$5.1 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3.6 
DIS The Walt Disney Company
+0.03%
+$17.58 
SHV iShares Short Treasury Bond ETF
+0.03%
+$2.55 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$196.87 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$26.65 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$0.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$3.62 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,486.52 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$3.05 
AFG American Financial Group Inc.
+0.01%
+$3.6 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$2.23 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SPB Spectrum Brands Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ADFI Anfield Dynamic Fixed Income Fund
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
RPHS Regents Park Hedged Market Fund
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 CGC
CGC
0%
$0 QMMY
QMMY
0%
$0 QBUL
QBUL
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 ZJUN
ZJUN
0%
$0 G200
G2004J103
0%
$0 AEMS
AEMS
0%
$0 PVEX
PVEX
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$65,918.16 
RDDT Reddit Inc Class A
-20.99%
-$3,737 
HUN Huntsman Corporation
-19.14%
-$110.88 
WU Western Union Co.
-17.3%
-$399 
XRX Xerox Holdings Corporation
-15.47%
-$1,080 
XRXDW Xerox Holdings Corporation Warrant
-14.38%
-$26.25 
CTVA Corteva Inc.
-11.9%
-$21.26 
COIN Coinbase Global, Inc.
-10.59%
-$5,611.68 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$176.67 
AAPL Apple Inc.
-7.35%
-$865,531.48 
EIX Edison International
-6.81%
-$1,849.2 
NXPI NXP Semiconductors N.V.
-6.53%
-$96 
LIN Linde plc
-5.95%
-$3,752.24 
MU Micron Technology, Inc.
-5.9%
-$71,610.73 
OKLO Oklo Inc.
-5.5%
-$2,090.5 
COLM Columbia Sportswear Company
-5.43%
-$4,422.77 
EXEL Exelixis Inc.
-5.25%
-$58.8 
U Unity Software Inc.
-4.89%
-$65.2 
MSTR Strategy Inc.
-4.56%
-$2,287.98 
TSN Tyson Foods Inc.
-4.43%
-$18.83 
SHOP Shopify Inc.
-4.29%
-$1,569.75 
SMG Scotts Miracle-Gro Co.
-3.85%
-$5.26 
IREN IREN Limited
-3.82%
-$30.66 
BZUN Baozun Inc.
-3.69%
-$3.96 
VFF Village Farms International Inc.
-3.52%
-$3.5 
CAG Conagra Brands Inc.
-3.46%
-$59.28 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,359.65 
PCVX Vaxcyte, Inc.
-3.36%
-$5.64 
RELX Relx PLC Sponsored ADR
-3.25%
-$3.57 
ES Eversource Energy
-3.05%
-$15.75 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$114 
CI The Cigna Group
-2.99%
-$77.49 
PBA Pembina Pipeline Corporation
-2.97%
-$147 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$1,006.74 
IBIT iShares Bitcoin Trust
-2.89%
-$5,267.14 
BITO ProShares Bitcoin ETF
-2.85%
-$111.75 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$18.6 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$3.32 
IBKR Interactive Brokers Group Inc.
-2.75%
-$9.96 
MLM Martin Marietta Materials, Inc.
-2.75%
-$14.86 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$36.48 
VRSK Verisk Analytics Inc.
-2.75%
-$5,236 
EQIX Equinix, Inc.
-2.7%
-$56.5 
QCOM QUALCOMM Incorporated
-2.63%
-$1,532.16 
DXYZ Destiny Tech100 Inc.
-2.6%
-$188.49 
SDEV Security Devices International, Inc.
-2.54%
-$0.03 
ABBV AbbVie Inc.
-2.51%
-$12,577.68 
ICE Intercontinental Exchange, Inc.
-2.42%
-$41.69 
SNN Smith & Nephew plc ADR
-2.38%
-$3.08 
HLN Haleon Plc - ADR
-2.37%
-$66 
YUM Yum! Brands, Inc.
-2.37%
-$11.16 
XLB Materials Select Sector SPDR Fund
-2.34%
-$12.1 
BRKR Bruker Corporation
-2.33%
-$4.5 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$13,013.84 
PUK Prudential plc ADR
-2.32%
-$3.6 
ARKK ARK Innovation ETF Fund
-2.28%
-$99.6 
PCG PG&E Corporation
-2.25%
-$8.8 
BA Boeing Company
-2.15%
-$3,489.07 
NEM Newmont Corporation
-2.14%
-$8.2 
KT KT Corporation
-2.11%
-$2.34 
CCJ Cameco Corporation
-2.1%
-$3.7 
FUN Six Flags Entertainment Corporation
-2.09%
-$77.7 
HE Hawaiian Electric Industries Inc.
-2.05%
-$344.25 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$13.5 
KHC The Kraft Heinz Company
-2.01%
-$17.49 
DKS Dick's Sporting Goods, Inc.
-2%
-$12 
NFLX Netflix, Inc.
-2%
-$4,826.76 
KEEL Keel Infrastructure Corp.
-1.98%
-$14.64 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,227.85 
LVS Las Vegas Sands Corp.
-1.97%
-$32.34 
SFIX Stitch Fix Inc.
-1.95%
-$0.8 
AWK American Water Works Company, Inc.
-1.93%
-$248.16 
AMD Advanced Micro Devices, Inc.
-1.9%
-$22,379.33 
IRM Iron Mountain Inc.
-1.86%
-$264.48 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$496.1 
UAL United Airlines Holdings, Inc.
-1.8%
-$2.23 
SYF Synchrony Financial
-1.79%
-$5.52 
CBRE CBRE Group Inc.
-1.77%
-$10.6 
APD Air Products and Chemicals, Inc.
-1.77%
-$5.31 
PHM PulteGroup Inc.
-1.76%
-$36.32 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$9.36 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,476.13 
LEN Lennar Corporation
-1.67%
-$3,474.8 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-1.65%
-$955.5 
AON Aon plc
-1.64%
-$30.1 
BHP BHP Group Ltd.
-1.64%
-$4.23 
SQ Block, Inc.
-1.64%
-$22.95 
SOLV Solventum Corporation
-1.59%
-$220.8 
LRCX Lam Research Corporation
-1.58%
-$4,709.41 
NET Cloudflare Inc.
-1.56%
-$2,760.66 
PAG Penske Automotive Group Inc.
-1.5%
-$6.6 
GLD SPDR Gold Shares
-1.49%
-$758.7 
IAU iShares Gold Trust
-1.46%
-$52,783.43 
NVS Novartis AG Sponsored ADR
-1.45%
-$272.51 
RL Ralph Lauren Corporation
-1.44%
-$701.82 
KDP Keurig Dr Pepper Inc.
-1.43%
-$13.95 
GPS Gap Inc-The
-1.42%
-$0.87 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$37,504.53 
LUV Southwest Airlines Co.
-1.38%
-$942.48 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,680.15 
PPG PPG Industries Inc.
-1.35%
-$620.61 
MTG MGIC Investment Corporation
-1.35%
-$2.87 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$30,150.82 
HAUZ Xtrackers International Real Estate ETF
-1.32%
-$1.86 
TTD The Trade Desk, Inc. Class A
-1.31%
-$26.4 
MNST Monster Beverage Corporation
-1.3%
-$1,002.03 
DAL Delta Air Lines, Inc.
-1.3%
-$16.1 
TM Toyota Motor Corporation
-1.28%
-$4.92 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$10.48 
MPT Medical Properties Trust, Inc.
-1.28%
-$1.14 
FCX Freeport-McMoRan Inc.
-1.28%
-$81.81 
JOBY Joby Aviation, Inc.
-1.24%
-$0.9 
CLX The Clorox Company
-1.24%
-$1.2 
SCCO Southern Copper Corporation
-1.24%
-$196.94 
MDLZ Mondelez International, Inc.
-1.22%
-$388.08 
UBS UBS Group AG
-1.22%
-$3.9 
F Ford Motor Company
-1.21%
-$394.74 
TJX The TJX Companies, Inc.
-1.21%
-$9.6 
IQV IQVIA Holdings Inc.
-1.17%
-$13.85 
SHW The Sherwin-Williams Company
-1.16%
-$127.68 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$0.98 
SRE Sempra
-1.15%
-$4,626.76 
NEE NextEra Energy, Inc.
-1.15%
-$21.21 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$2.12 
DE Deere & Company
-1.13%
-$285.6 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$76.65 
RCL Royal Caribbean Group
-1.13%
-$18.2 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$11.6 
DEO Diageo plc Sponsored ADR
-1.12%
-$12 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$962.22 
PNR Pentair plc
-1.1%
-$7.3 
TXN Texas Instruments Inc
-1.08%
-$69.46 
LOW Lowe's Companies Inc.
-1.08%
-$163.44 
PLD Prologis Inc.
-1.08%
-$1.58 
MCK McKesson Corporation
-1.08%
-$74.56 
CTAS Cintas Corporation
-1.04%
-$315.36 
CRH CRH plc
-1.03%
-$1.98 
INTC Intel Corporation
-1.02%
-$1,234.11 
ARKW ARK Next Generation Internet ETF
-1.02%
-$1,363.47 
KO The Coca-Cola Company
-1.02%
-$1,245.6 
SWK Stanley Black & Decker Inc.
-1.01%
-$12.61 
DKNG DraftKings Inc.
-1.01%
-$301.2 
PAA Plains All American Pipeline, L.P.
-1.01%
-$107.25 
FOXA Fox Corporation
-1%
-$3.54 
BURL Burlington Stores Inc.
-1%
-$3.71 
UPS United Parcel Service, Inc.
-1%
-$29.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$17 
ROL Rollins, Inc.
-0.99%
-$5.32 
VMC Vulcan Materials Company
-0.98%
-$5.34 
EW Edwards Lifesciences Corporation
-0.98%
-$58.65 
PAGP Plains GP Holdings, L.P.
-0.98%
-$111.8 
XOM Exxon Mobil Corporation
-0.97%
-$13,087.62 
MET MetLife Inc.
-0.97%
-$27.26 
EWJ iShares MSCI Japan ETF
-0.96%
-$46.8 
MCHP Microchip Technology Incorporated
-0.96%
-$1.44 
SN SharkNinja, Inc.
-0.95%
-$1.56 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$41.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$3,416.12 
EWN iShares MSCI Netherlands ETF
-0.93%
-$3.78 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$2.88 
PID Invesco International Dividend Achievers ETF
-0.9%
-$9,128.07 
JEF Jefferies Financial Group Inc.
-0.89%
-$15.68 
MAS Masco Corporation
-0.87%
-$2.52 
O Realty Income Corporation
-0.87%
-$3.36 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$6,668.85 
INGR Ingredion Inc.
-0.87%
-$0.87 
VSAT Viasat Inc.
-0.86%
-$700.82 
ATO Atmos Energy Corporation
-0.85%
-$91.76 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$2.44 
GILD Gilead Sciences Inc.
-0.81%
-$870.97 
PCAR PACCAR Inc.
-0.81%
-$434.16 
MCO Moody's Corporation
-0.81%
-$3.88 
D Dominion Energy, Inc.
-0.8%
-$0.56 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$13.68 
WAT Waters Corporation
-0.79%
-$5.98 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$1.8 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$55.5 
HUM Humana Inc.
-0.76%
-$2.8 
GGG Graco Inc.
-0.76%
-$2,579.08 
PYPL PayPal Holdings Inc
-0.76%
-$66.44 
VHT Vanguard Health Care ETF
-0.76%
-$86,949.35 
UNM Unum Group
-0.76%
-$2.64 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$8,088.21 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$46.62 
ULTA Ulta Beauty Inc.
-0.76%
-$19.5 
CVS CVS Health Corporation
-0.75%
-$7.11 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$342.65 
SPGI S&P Global Inc.
-0.74%
-$9.21 
ED Consolidated Edison, Inc.
-0.74%
-$2.43 
MA Mastercard Incorporated
-0.74%
-$5,108.5 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$131.84 
GSK GSK plc Sponsored ADR
-0.73%
-$139.08 
BLK BlackRock, Inc.
-0.73%
-$23.94 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$5.4 
BCS Barclays PLC Sponsored ADR
-0.72%
-$3 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$8,649.7 
MAR Marriott International Inc. - Class A
-0.71%
-$5.3 
SBRA Sabra Health Care REIT, Inc.
-0.7%
-$1.05 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$5,782.8 
DASH DoorDash, Inc.
-0.69%
-$5.48 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$17.98 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$1.34 
R Ryder System Inc.
-0.68%
-$1.75 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$21.42 
EWC iShares MSCI Canada ETF
-0.67%
-$1.6 
DUK Duke Energy Corporation
-0.67%
-$31.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$331.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$362.84 
MMS Maximus Inc.
-0.64%
-$3.12 
AMGN Amgen Inc.
-0.64%
-$3,290.97 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7.56 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$24.85 
JHMD John Hancock Multifactor Developed International ETF
-0.63%
-$35.96 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,347.84 
AMT American Tower Corporation
-0.63%
-$2.2 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$124.46 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$6.7 
EFA iShares MSCI EAFE ETF
-0.62%
-$50.16 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$43.56 
PM Philip Morris International Inc.
-0.61%
-$2,816.64 
DHR Danaher Corporation
-0.61%
-$1.19 
ROST Ross Stores, Inc.
-0.59%
-$6 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$28.13 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$106,854.97 
HRB H&R Block Inc.
-0.59%
-$1.82 
SCHF Schwab International Equity ETF
-0.58%
-$10.08 
WEC WEC Energy Group Inc.
-0.57%
-$27.09 
SBUX Starbucks Corporation
-0.57%
-$467.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$2,617.98 
GXO GXO Logistics Inc.
-0.56%
-$11.2 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$22.95 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$2,192.98 
WAB Wabtec Corporation
-0.55%
-$4.8 
CHPT ChargePoint Holdings, Inc.
-0.55%
-$0.06 
VNQ Vanguard Real Estate ETF
-0.54%
-$82.08 
COF Capital One Financial Corporation
-0.54%
-$6.78 
LLY Eli Lilly and Company
-0.53%
-$1,612.19 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$0.82 
PHG Koninklijke Philips N.V.
-0.53%
-$1.82 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$8,205.69 
NGG National Grid plc Sponsored ADR
-0.52%
-$2.94 
LULU lululemon athletica inc.
-0.51%
-$0.61 
RGA Reinsurance Group of America, Inc.
-0.51%
-$2.42 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$143.06 
WELL Welltower Inc.
-0.51%
-$5.95 
SCHH Schwab U.S. REIT ETF
-0.49%
-$81 
STLD Steel Dynamics Inc.
-0.49%
-$3.72 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2.52 
ALL Allstate Corporation
-0.49%
-$365.3 
CELH Celsius Holdings Inc.
-0.48%
-$0.42 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$71.5 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$4.59 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$0.93 
SPG Simon Property Group, Inc.
-0.46%
-$3.21 
CF CF Industries Holdings, Inc.
-0.46%
-$2.32 
PEP PepsiCo, Inc.
-0.46%
-$1,845.12 
G Genpact Ltd.
-0.45%
-$0.96 
CCK Crown Holdings Inc.
-0.44%
-$1.56 
TRV The Travelers Companies, Inc.
-0.43%
-$14.67 
TEL TE Connectivity plc
-0.43%
-$9.79 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$108.68 
HD The Home Depot, Inc.
-0.42%
-$272.44 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$2.6 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$0.95 
PEO Adams Natural Resources Fund Inc.
-0.41%
-$9.79 
HOG Harley-Davidson Inc.
-0.41%
-$10 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$29,436.41 
PVH PVH Corp.
-0.4%
-$0.7 
MBB iShares MBS ETF
-0.4%
-$3,563.84 
AIG American International Group Inc.
-0.39%
-$5.27 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$1.08 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$123.89 
VGT Vanguard Information Technology ETF
-0.38%
-$130.72 
AXP American Express Company
-0.38%
-$5.08 
FDX FedEx Corporation
-0.37%
-$72.45 
MDT Medtronic plc
-0.37%
-$1.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$20,681.77 
RSG Republic Services, Inc.
-0.37%
-$1.56 
KVUE Kenvue Inc.
-0.36%
-$1.4 
TMUS T-Mobile US, Inc.
-0.36%
-$156.24 
FDVV Fidelity High Dividend ETF
-0.35%
-$8,950.04 
ALLY Ally Financial Inc.
-0.34%
-$1.8 
ELAN Elanco Animal Health Incorporated
-0.34%
-$1.35 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$0.99 
MBSD FlexShares Disciplined Duration MBS Index Fund
-0.34%
-$29.88 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$345.44 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$163.27 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$24.24 
ADSK Autodesk, Inc.
-0.33%
-$5.39 
CL Colgate-Palmolive Company
-0.33%
-$4.8 
IFF International Flavors & Fragrances Inc.
-0.33%
-$2.86 
TFC Truist Financial Corporation
-0.33%
-$16.32 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.33%
-$3.16 
EG Everest Group, Ltd.
-0.32%
-$1.21 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$25.61 
SWKS Skyworks Solutions Inc.
-0.32%
-$9.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$4.84 
SMBS Schwab Mortgage-Backed Securities ETF
-0.32%
-$77.12 
L Loews Corporation
-0.31%
-$5.04 
MTBA Simplify MBS ETF
-0.31%
-$3,271.95 
CEG Constellation Energy Corporation
-0.31%
-$56.7 
VXF Vanguard Extended Market ETF
-0.3%
-$0.71 
VST Vistra Corp
-0.29%
-$2.58 
EVRG Evergy Inc.
-0.29%
-$1.2 
MTB M&T Bank Corporation
-0.29%
-$9.94 
COR Cencora, Inc.
-0.28%
-$324.85 
EDOG ALPS Emerging Sector Dividend Dogs ETF
-0.28%
-$3,316.18 
FDM First Trust Dow Jones Select MicroCap Index Fund
-0.28%
-$104.78 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$46.2 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$66.04 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$96.6 
PEJ Invesco Leisure and Entertainment ETF
-0.27%
-$37.44 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$582.48 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$108.75 
BX Blackstone Inc.
-0.25%
-$171.2 
OLED Universal Display Corporation
-0.25%
-$23.6 
COST Costco Wholesale Corporation
-0.24%
-$442.31 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$0.75 
POWA Invesco Bloomberg Pricing Power ETF
-0.23%
-$2,634.04 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1.21 
IX Orix Corporation Sponsored ADR
-0.22%
-$0.45 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$80.4 
VB Vanguard Small-Cap ETF
-0.22%
-$3.96 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$0.5 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$1,638.84 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$132.75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$5,103.9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$49.02 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$81.77 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$30.78 
IXN iShares Global Tech ETF
-0.21%
-$12.88 
KR Kroger Co.
-0.21%
-$52.08 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$13.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$0.45 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$13,911.36 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$985.93 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.19%
-$18.92 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$30.15 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$50.48 
BKNG Booking Holdings Inc.
-0.18%
-$127.51 
NTRS Northern Trust Corporation
-0.17%
-$0.32 
UGI UGI Corporation
-0.17%
-$0.48 
FMHI First Trust Municipal High Income Fund
-0.17%
-$26.23 
SOUN SoundHound AI Inc.
-0.16%
-$5 
AVGV Avantis All Equity Markets Value ETF
-0.16%
-$188.3 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$215.68 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$4.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$5.6 
ELV Elevance Health, Inc.
-0.15%
-$4.48 
MXL MaxLinear Inc.
-0.15%
-$0.3 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$14.63 
TPR Tapestry Inc.
-0.14%
-$0.84 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$222.56 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$15,334.71 
IDV iShares International Select Dividend ETF
-0.14%
-$20.7 
ICVT iShares Convertible Bond ETF
-0.13%
-$139.8 
GFL GFL Environmental Inc.
-0.12%
-$0.15 
KTB Kontoor Brands Inc.
-0.12%
-$0.8 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$17.28 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1.98 
STZ Constellation Brands, Inc.
-0.12%
-$1.8 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$0.36 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$51.28 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,863.12 
TIP iShares TIPS Bond ETF
-0.1%
-$6,178.59 
HYD VanEck High Yield Muni ETF
-0.1%
-$2.75 
EWI iShares MSCI Italy ETF
-0.1%
-$1.38 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$1,076.15 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$25.56 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$35.84 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$792.36 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$1.38 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$46.24 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$9.66 
BINC iShares Flexible Income Active ETF
-0.08%
-$205.75 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$4,723.26 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.07%
-$8.18 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$1.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$2.16 
SEIC SEI Investments Company
-0.06%
-$0.72 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$2.58 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$41.58 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$27.65 
HOOD Robinhood Markets, Inc.
-0.05%
-$89.28 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$473.33 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.04%
-$3.61 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$0.52 
V Visa Inc. Class A
-0.04%
-$191.65 
XEL Xcel Energy Inc.
-0.04%
-$0.51 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$0.2 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$207.27 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$4.74 
AVSF Avantis Short-Term Fixed Income ETF
-0.02%
-$1.59 
MFUL Mindful Conservative ETF
-0.02%
-$0.04 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$0.42 
TGT Target Corporation
-0.01%
-$5.77 
UBER Uber Technologies, Inc.
-0.01%
-$2.44 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1828 | Longs Won 1185/1828 64% | Profit Factor 9.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $170,226.68 |
| Average Win $57,824.16 | Best Trade (Aug 14) $2.51M | Sharpe Ratio -10.53 |
| Average Loss -$11,648.1 | Worst Trade (Aug 02) -$516,070.11 | Z-Score 8.1 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $33,387.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,299 | $8.63M | $10.9M | - | $2.28M | 26.4% | -7.354% |
| ABBV AbbVie Inc. | 1,944 | $343,060.15 | $487,827.36 | - | $144,767.21 | 42.2% | -2.513% |
| ABM ABM Industries Inc. | 385 | $14,853.16 | $18,445.35 | - | $3,592.19 | 24.18% | +0.651% |
| ABT Abbott Laboratories | 967 | $99,281.89 | $102,211.9 | - | $2,930.01 | 2.95% | +0.085% |
| ACN Accenture plc Class A | 1,046 | $135,407.37 | $173,552.32 | - | $38,144.95 | 28.17% | +1.611% |
| ADBE Adobe Inc. | 155 | $32,919.82 | $38,813.55 | - | $5,893.73 | 17.9% | +1.013% |
| ADFI Anfield Dynamic Fixed Income Fund | 18,964 | $161,005.68 | $159,011.24 | - | -$1,994.44 | -1.24% | 0.0 |
| ADI Analog Devices, Inc. | 4 | $1,272.56 | $1,469.64 | - | $197.08 | 15.49% | +0.202% |
| ADP Automatic Data Processing Inc. | 179 | $39,513.17 | $47,696.34 | - | $8,183.17 | 20.71% | +0.982% |
| ADSK Autodesk, Inc. | 7 | $1,361 | $1,639.4 | - | $278.4 | 20.46% | -0.328% |
| AEE Ameren Corporation | 277 | $30,465.56 | $30,361.97 | - | -$103.59 | -0.34% | +0.791% |
| AEMS AEMS | 16,082 | $176,580.26 | $176,580.26 | - | - | - | 0.0 |
| AEP American Electric Power Company, Inc. | 92 | $12,059.36 | $11,762.2 | - | -$297.16 | -2.46% | +0.055% |
| AESR Anfield U.S. Equity Sector Rotation Fund | 11,924 | $164,687.9 | $232,279.52 | - | $67,591.62 | 41.04% | +0.103% |
| AFG American Financial Group Inc. | 180 | $22,987.8 | $25,509.6 | - | $2,521.8 | 10.97% | +0.014% |
| AFL Aflac Inc. | 7 | $821 | $892.36 | - | $71.36 | 8.69% | +0.094% |
| AIG American International Group Inc. | 17 | $1,282.88 | $1,335.86 | - | $52.98 | 4.13% | -0.393% |
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 1,888 | $49,288.28 | $49,695.94 | - | $407.66 | 0.83% | +0.103% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 441 | $213,012 | $137,252.43 | - | -$75,759.57 | -35.57% | +3.851% |
| ALK Alaska Air Group Inc. | 60 | $3,132 | $2,847 | - | -$285 | -9.1% | +0.445% |
No 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
FAQ
Which stocks have generated the highest profits for F. Thomas Mosley?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $3.88M, SPDR SSGA US Sector Rotation ETF - $3.04M, iShares MSCI EAFE Value ETF - $2.67M, JPMorgan Equity Premium Income Fund - $2.15M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $2.06M. 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: Boeing Company - $438,101.09, Intuitive Surgical, Inc - $180,553.18, Apollo Global Management, Inc - $164,442.42, Robinhood Markets, Inc - $157,672.96, and iShares Expanded Tech-Software Sector ETF - $144,787.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does F. Thomas Mosley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.06M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.17M, iShares Core Universal USD Bond ETF - $883,704.47, iShares MSCI EAFE Value ETF - $679,056, iShares Core S&P 500 ETF - $436,189.6, and iShares MBS ETF - $287,860.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are F. Thomas Mosley's monthly returns?
F. Thomas Mosley's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can F. Thomas Mosley's strategy be considered aggressive or moderate?
F. Thomas Mosley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow F. Thomas Mosley's strategy?
F. Thomas Mosley's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
