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:
56.49%
Gain -0.02%
Monthly
1.34%
Yearly
17.38%
Drawdown
19.37%
$315.88M
Equity
Holdings
$315.88M
Investment
$296.49M
$58.2M
Profit -$67,107.58
Realized
$38.2M
Unrealized
$20M
Dividends
$11.11M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$67,107.58
Win %
57%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$2.94M
Win %
57%
This Month
Compared to last month
Gain
0.41%
Profit
$1.29M
Win %
57%
This Year
Compared to last year
Gain
-0.07%
Profit
$467,617.16
Win %
61%
OVV Ovintiv Inc.
+4.84%
+$16 
VTS Vitesse Energy Inc.
+4.83%
+$2.52 
MUR Murphy Oil Corporation
+4.74%
+$13.23 
EQNR Equinor ASA Sponsored ADR
+4.59%
+$12.36 
RRC Range Resources Corporation
+4.35%
+$3.6 
OXY-WT Occidental Petroleum Corporation
+4.26%
+$64.35 
EOG EOG Resources, Inc.
+4.23%
+$185.89 
KMI Kinder Morgan, Inc.
+4.21%
+$21,010.5 
DTM Dt Midstream Inc.
+4.09%
+$4.86 
NOC Northrop Grumman Corporation
+4.05%
+$4,187.61 
PBA Pembina Pipeline Corporation
+3.96%
+$187.18 
RTX RTX Corporation
+3.73%
+$3,429.24 
LNG Cheniere Energy Inc.
+3.68%
+$3,227.92 
BP BP p.l.c. Sponsored ADR
+3.65%
+$461.97 
LMT Lockheed Martin Corporation
+3.65%
+$175.05 
CNQ Canadian Natural Resources Limited
+3.56%
+$14.8 
ALL Allstate Corporation
+3.46%
+$2,326.68 
BTI British American Tobacco p.l.c. ADR
+3.45%
+$18 
COP ConocoPhillips
+3.37%
+$186.42 
IMO Imperial Oil Limited
+3.34%
+$34.64 
LHX L3Harris Technologies, Inc.
+3.33%
+$16.02 
TTE TotalEnergies SE
+3.22%
+$19.95 
HONA Honeywell Aerospace Inc.
+3.05%
+$1,857.54 
SHEL Shell plc
+3%
+$80.86 
WMB The Williams Companies, Inc.
+2.98%
+$14,881.44 
OKE ONEOK, Inc.
+2.93%
+$7,708.68 
OXY Occidental Petroleum Corporation
+2.82%
+$721.62 
NGG National Grid plc Sponsored ADR
+2.72%
+$15.05 
FXN First Trust Energy AlphaDEX Fund
+2.67%
+$380.52 
PM Philip Morris International Inc.
+2.65%
+$12,651.12 
CVX Chevron Corporation
+2.58%
+$12,859.52 
DEO Diageo plc Sponsored ADR
+2.53%
+$28.2 
XLE Energy Select Sector SPDR Fund
+2.52%
+$142.8 
WEC WEC Energy Group Inc.
+2.52%
+$114.81 
DKS Dick's Sporting Goods, Inc.
+2.49%
+$10.53 
XOM Exxon Mobil Corporation
+2.46%
+$36,782.2 
FDXF FedEx Freight Holding Company Inc.
+2.45%
+$81.3 
NEM Newmont Corporation
+2.43%
+$11.24 
UGI UGI Corporation
+2.42%
+$7.28 
PEP PepsiCo, Inc.
+2.42%
+$8,966.13 
EXC Exelon Corporation
+2.4%
+$531.42 
CCEP Coca-Cola Europacific Partners PLC
+2.4%
+$15.78 
UL Unilever PLC Sponsored American Depositary Receipt
+2.34%
+$15.1 
USB U.S. Bancorp
+2.33%
+$9.38 
AFG American Financial Group Inc.
+2.33%
+$612 
AEP American Electric Power Company, Inc.
+2.29%
+$262.2 
SO The Southern Company
+2.24%
+$3,128 
AEE Ameren Corporation
+2.24%
+$642.64 
ED Consolidated Edison, Inc.
+2.19%
+$7.2 
DUK Duke Energy Corporation
+2.18%
+$98.42 
AMT American Tower Corporation
+2.16%
+$7.82 
LYB LyondellBasell Industries N.V.
+2.14%
+$4.02 
GD General Dynamics Corporation
+2.14%
+$21.6 
KRP Kimbell Royalty Partners, LP
+2.13%
+$36.38 
EVRG Evergy Inc.
+2.12%
+$8.65 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+2.12%
+$21.33 
ACN Accenture plc Class A
+2.12%
+$4,978.96 
VMC Vulcan Materials Company
+2.07%
+$10.46 
ATO Atmos Energy Corporation
+2.07%
+$210.18 
KO The Coca-Cola Company
+2.06%
+$2,629.6 
AIG American International Group Inc.
+2.05%
+$27.54 
CAG Conagra Brands Inc.
+2.04%
+$33.06 
MMS Maximus Inc.
+2.04%
+$9.84 
EG Everest Group, Ltd.
+2.03%
+$7.75 
AON Aon plc
+2%
+$28.75 
ICE Intercontinental Exchange, Inc.
+1.99%
+$34.65 
MLM Martin Marietta Materials, Inc.
+1.96%
+$9.61 
HLN Haleon Plc - ADR
+1.91%
+$52.25 
VRSK Verisk Analytics Inc.
+1.91%
+$3,398.64 
TJX The TJX Companies, Inc.
+1.9%
+$13.7 
PEO Adams Natural Resources Fund Inc.
+1.88%
+$48.95 
PEG Public Service Enterprise Group Incorporated
+1.82%
+$1,415.68 
SRE Sempra
+1.81%
+$6,648.16 
HIG The Hartford Insurance Group, Inc.
+1.74%
+$27.72 
MO Altria Group, Inc.
+1.72%
+$12,687.3 
KHC The Kraft Heinz Company
+1.72%
+$13.2 
VSNT Versant Media Group, Inc.
+1.7%
+$11.13 
RELX Relx PLC Sponsored ADR
+1.67%
+$1.92 
WTW Willis Towers Watson Public Limited Company
+1.65%
+$20.52 
FXU First Trust Utilities AlphaDEX Fund
+1.65%
+$95.76 
AFL Aflac Inc.
+1.63%
+$13.44 
BUD Anheuser-Busch InBev S.A. ADR
+1.61%
+$18.34 
CRH CRH plc
+1.59%
+$2.62 
TSN Tyson Foods Inc.
+1.59%
+$6.02 
L Loews Corporation
+1.59%
+$24.22 
XEL Xcel Energy Inc.
+1.58%
+$20.23 
CL Colgate-Palmolive Company
+1.55%
+$23.04 
CME CME Group Inc.
+1.52%
+$4.41 
TRV The Travelers Companies, Inc.
+1.47%
+$50.85 
MSI Motorola Solutions, Inc.
+1.47%
+$543.51 
KR Kroger Co.
+1.47%
+$399.28 
COF Capital One Financial Corporation
+1.45%
+$17.28 
WCN Waste Connections Inc.
+1.44%
+$2.39 
AWK American Water Works Company, Inc.
+1.43%
+$178.6 
PG Procter & Gamble Co
+1.42%
+$19,889.37 
CHD Church & Dwight Co., Inc.
+1.41%
+$4.35 
MDLZ Mondelez International, Inc.
+1.4%
+$443.52 
TM Toyota Motor Corporation
+1.39%
+$5.34 
PSX Phillips 66
+1.37%
+$7.94 
STZ Constellation Brands, Inc.
+1.37%
+$21.24 
BZUN Baozun Inc.
+1.36%
+$1.8 
GXO GXO Logistics Inc.
+1.35%
+$25.2 
WFC Wells Fargo & Company
+1.35%
+$4,981.76 
XLU Utilities Select Sector SPDR Fund
+1.34%
+$32.48 
OTIS Otis Worldwide Corporation
+1.32%
+$71.61 
FUTY Fidelity MSCI Utilities Index ETF
+1.32%
+$10,264.47 
TMUS T-Mobile US, Inc.
+1.32%
+$513.36 
RDN Radian Group Inc.
+1.31%
+$0.88 
ES Eversource Energy
+1.3%
+$6.02 
KDP Keurig Dr Pepper Inc.
+1.29%
+$13.64 
KVUE Kenvue Inc.
+1.28%
+$4.8 
TPL Texas Pacific Land Corporation
+1.27%
+$646.8 
JPM JPMorgan Chase & Co.
+1.25%
+$22,412.31 
FERG Ferguson Enterprises Inc
+1.25%
+$8.55 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$10,193.88 
BLK BlackRock, Inc.
+1.21%
+$40.8 
WM Waste Management, Inc.
+1.19%
+$10.68 
WY Weyerhaeuser Company
+1.19%
+$20.93 
VTR Ventas Inc.
+1.18%
+$40 
CI The Cigna Group
+1.17%
+$31.41 
PNC The PNC Financial Services Group, Inc.
+1.14%
+$56.35 
ADP Automatic Data Processing Inc.
+1.14%
+$581.75 
SPGI S&P Global Inc.
+1.14%
+$14.49 
COST Costco Wholesale Corporation
+1.14%
+$2,153.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.13%
+$176.9 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.13%
+$3.96 
D Dominion Energy, Inc.
+1.11%
+$0.7 
RS Reliance Inc.
+1.11%
+$9 
DTE DTE Energy Company
+1.09%
+$15.4 
EPM Evolution Petroleum Corporation
+1.09%
+$12 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.09%
+$25,054.94 
XLP Consumer Staples Select Sector SPDR Fund
+1.08%
+$5.64 
TFC Truist Financial Corporation
+1.07%
+$48 
NEE NextEra Energy, Inc.
+1.06%
+$17.64 
VDC VANGUARD CONSUMER STAPLES ETF
+1.06%
+$78,287.5 
HE Hawaiian Electric Industries Inc.
+1.06%
+$114.75 
LIN Linde plc
+1.06%
+$646.04 
IX Orix Corporation Sponsored ADR
+1.04%
+$1.9 
ITA iShares U.S. Aerospace & Defense ETF
+1.04%
+$49,890.75 
CLX The Clorox Company
+1.03%
+$0.89 
PAGP Plains GP Holdings, L.P.
+1.03%
+$120.4 
RGA Reinsurance Group of America, Inc.
+1.03%
+$5.42 
FVD First Trust Value Line Dividend Index Fund
+1.02%
+$167.5 
APD Air Products and Chemicals, Inc.
+1.01%
+$2.99 
SPG Simon Property Group, Inc.
+1.01%
+$6.15 
PCG PG&E Corporation
+1%
+$2.86 
GSK GSK plc Sponsored ADR
+1%
+$179.34 
PHG Koninklijke Philips N.V.
+0.98%
+$3.25 
F Ford Motor Company
+0.97%
+$263.16 
MRSH Marsh & McLennan Companies, Inc.
+0.97%
+$3,397.37 
O Realty Income Corporation
+0.95%
+$3.18 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.95%
+$11.31 
NHI National Health Investors, Inc.
+0.93%
+$36.6 
DOW Dow Inc.
+0.91%
+$3.24 
CF CF Industries Holdings, Inc.
+0.9%
+$4.32 
JNJ Johnson & Johnson
+0.9%
+$11,406.84 
DOV Dover Corporation
+0.88%
+$13.68 
VZ Verizon Communications Inc.
+0.88%
+$967.2 
ROST Ross Stores, Inc.
+0.88%
+$8.24 
ORLY O'Reilly Automotive Inc.
+0.87%
+$216.37 
MTG MGIC Investment Corporation
+0.87%
+$1.68 
NRG NRG Energy, Inc.
+0.86%
+$3.56 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.86%
+$0.9 
MNST Monster Beverage Corporation
+0.86%
+$615.42 
C Citigroup Inc.
+0.84%
+$3,727.36 
RSG Republic Services, Inc.
+0.82%
+$3.78 
LOW Lowe's Companies Inc.
+0.81%
+$114.48 
BNY BlackRock New York Municipal Income Trust
+0.81%
+$16.1 
WMT Walmart Inc.
+0.8%
+$5,933.28 
SNY Sanofi American Depositary Receipt
+0.79%
+$1.6 
BA Boeing Company
+0.78%
+$1,084.84 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$6.46 
ABM ABM Industries Inc.
+0.77%
+$150.15 
PAYX Paychex Inc.
+0.77%
+$193.8 
SWKS Skyworks Solutions Inc.
+0.76%
+$28.8 
SBR Sabine Royalty Trust
+0.75%
+$14.04 
HRB H&R Block Inc.
+0.74%
+$2.52 
V Visa Inc. Class A
+0.71%
+$3,915.34 
ABBV AbbVie Inc.
+0.71%
+$3,926.88 
XLB Materials Select Sector SPDR Fund
+0.71%
+$3.6 
IDV iShares International Select Dividend ETF
+0.71%
+$103.5 
GFL GFL Environmental Inc.
+0.69%
+$0.9 
INGR Ingredion Inc.
+0.68%
+$0.66 
XYL Xylem Inc.
+0.68%
+$2,248.4 
IFRA iShares U.S. Infrastructure
+0.67%
+$527.06 
SBUX Starbucks Corporation
+0.66%
+$498.56 
NSC Norfolk Southern Corporation
+0.64%
+$2.09 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.64%
+$78.4 
NUE Nucor Corporation
+0.63%
+$59.2 
MCK McKesson Corporation
+0.62%
+$49.6 
HLT Hilton Worldwide Holdings Inc.
+0.61%
+$6.32 
FMAT Fidelity MSCI Materials Index ETF
+0.61%
+$3,349.15 
CFR Cullen/Frost Bankers Inc.
+0.61%
+$2.82 
MAR Marriott International Inc. - Class A
+0.61%
+$4.68 
ICF iShares Cohen & Steers Realty Majors ETF
+0.6%
+$2,250.69 
EWZ iShares MSCI Brazil ETF
+0.6%
+$3.5 
CMCSA Comcast Corp
+0.6%
+$1,596.53 
SMG Scotts Miracle-Gro Co.
+0.59%
+$0.64 
GE General Electric Company
+0.59%
+$279.99 
BR Broadridge Financial Solutions, Inc.
+0.57%
+$1 
ZION Zions Bancorporation, National Association
+0.57%
+$14.4 
BSX Boston Scientific Corporation
+0.57%
+$2.25 
HWM Howmet Aerospace Inc.
+0.55%
+$62.4 
ING ING Groep N.V. Sponsored ADR
+0.54%
+$3.6 
SCHH Schwab U.S. REIT ETF
+0.54%
+$81 
MRK Merck & Co., Inc.
+0.53%
+$158.1 
EWU iShares MSCI United Kingdom ETF
+0.52%
+$21.25 
RF Regions Financial Corporation
+0.51%
+$87.78 
EIX Edison International
+0.5%
+$96.6 
PHM PulteGroup Inc.
+0.5%
+$8.96 
MET MetLife Inc.
+0.49%
+$14.21 
USFD US Foods Holding Corp
+0.48%
+$6.86 
REZ iShares Residential and Multisector Real Estate ETF
+0.48%
+$95.89 
PFE Pfizer Inc.
+0.48%
+$69.86 
BHP BHP Group Ltd.
+0.47%
+$1.17 
KTB Kontoor Brands Inc.
+0.47%
+$2.72 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.47%
+$35.46 
AVDV Avantis International Small Cap Value ETF
+0.46%
+$70.07 
WTS Watts Water Technologies Inc.
+0.46%
+$2,028.24 
XLF Financial Select Sector SPDR Fund
+0.45%
+$7,763 
HD The Home Depot, Inc.
+0.45%
+$272.44 
LLY Eli Lilly and Company
+0.43%
+$1,425.47 
IFF International Flavors & Fragrances Inc.
+0.43%
+$4.29 
AAPL Apple Inc.
+0.43%
+$51,536.54 
EWC iShares MSCI Canada ETF
+0.41%
+$1 
CCK Crown Holdings Inc.
+0.41%
+$1.41 
XLRE The Real Estate Select Sector SPDR Fund
+0.41%
+$105.74 
ITW Illinois Tool Works Inc.
+0.4%
+$17.44 
MAS Masco Corporation
+0.4%
+$1.16 
PAA Plains All American Pipeline, L.P.
+0.4%
+$42.9 
SNA Snap-on Inc.
+0.37%
+$1.34 
DON WisdomTree U.S. MidCap Dividend Fund
+0.36%
+$4,304.6 
GM General Motors Company
+0.36%
+$17.4 
TPR Tapestry Inc.
+0.36%
+$1.72 
DGRO iShares Core Dividend Growth ETF
+0.36%
+$58.8 
VNQ Vanguard Real Estate ETF
+0.35%
+$48.64 
TT Trane Technologies plc
+0.34%
+$1.53 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$36,319.05 
SPIP SPDR Portfolio TIPS ETF
+0.33%
+$46.08 
FNDF Schwab Fundamental International Large Company Index ETF
+0.32%
+$56,766.4 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
+0.31%
+$25.27 
CTAS Cintas Corporation
+0.3%
+$91.98 
PUK Prudential plc ADR
+0.29%
+$0.35 
MCO Moody's Corporation
+0.28%
+$1.38 
SCHC Schwab International Small-Cap Equity ETF
+0.27%
+$1.69 
FOXA Fox Corporation
+0.27%
+$1.02 
PHIN Phinia Inc.
+0.26%
+$0.3 
SBRA Sabra Health Care REIT, Inc.
+0.26%
+$0.35 
GGG Graco Inc.
+0.26%
+$887.88 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.25%
+$48.26 
OHI Omega Healthcare Investors Inc.
+0.24%
+$12.43 
MPC Marathon Petroleum Corporation
+0.24%
+$108.1 
CNO CNO Financial Group Inc.
+0.24%
+$2.6 
TIP iShares TIPS Bond ETF
+0.24%
+$14,042.25 
SCHP Schwab U.S. TIPS ETF
+0.24%
+$0.72 
HUN Huntsman Corporation
+0.23%
+$0.96 
PID Invesco International Dividend Achievers ETF
+0.23%
+$2,216.82 
NWG NatWest Group plc Sponsored ADR
+0.23%
+$0.88 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$3,434.94 
IYG iShares U.S. Financial Services ETF
+0.23%
+$291.48 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.21%
+$18.92 
ABT Abbott Laboratories
+0.2%
+$203.07 
ATR AptarGroup, Inc.
+0.2%
+$677.25 
PAG Penske Automotive Group Inc.
+0.2%
+$0.84 
KBWB Invesco KBW Bank ETF
+0.2%
+$94.52 
MCD McDonald's Corporation
+0.19%
+$1,034.94 
STIP iShares 0-5 Year TIPS Bond ETF
+0.19%
+$105.07 
LYG Lloyds Banking Group Plc ADR
+0.18%
+$1.31 
MA Mastercard Incorporated
+0.18%
+$1,322.2 
ADFI Anfield Dynamic Fixed Income Fund
+0.18%
+$280.67 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.17%
+$10.88 
PH Parker-Hannifin Corporation
+0.17%
+$1,510.5 
NVS Novartis AG Sponsored ADR
+0.16%
+$28.56 
KD Kyndryl Holdings Inc.
+0.15%
+$1.04 
IEP Icahn Enterprises L.P.
+0.15%
+$1 
BROS Dutch Bros Inc.
+0.15%
+$3 
VLO Valero Energy Corporation
+0.15%
+$195 
FOXY Simplify Currency Strategy ETF
+0.15%
+$890.52 
CAH Cardinal Health Inc.
+0.14%
+$1.05 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$291.24 
STN Stantec Inc.
+0.13%
+$15.93 
SPB Spectrum Brands Holdings Inc.
+0.13%
+$0.8 
RIO Rio Tinto Plc Sponsored ADR
+0.12%
+$0.33 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$6.02 
FLDR Fidelity Low Duration Bond ETF
+0.12%
+$2.52 
UNP Union Pacific Corporation
+0.11%
+$16.17 
CELH Celsius Holdings Inc.
+0.11%
+$0.09 
TLT iShares 20+ Year Treasury Bond ETF
+0.1%
+$48.16 
WELL Welltower Inc.
+0.09%
+$1.1 
HAUZ Xtrackers International Real Estate ETF
+0.09%
+$0.12 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.09%
+$0.2 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$5,510.47 
FMHI First Trust Municipal High Income Fund
+0.09%
+$13.28 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$9.03 
SYY Sysco Corporation
+0.09%
+$2.38 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$17.78 
MBSD FlexShares Disciplined Duration MBS Index Fund
+0.07%
+$6.5 
TLH iShares 10-20 Year Treasury Bond ETF
+0.07%
+$333.2 
CARR Carrier Global Corporation
+0.07%
+$6.8 
AVSF Avantis Short-Term Fixed Income ETF
+0.07%
+$4.94 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$0.15 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$7.25 
BOH Bank of Hawaii Corporation
+0.06%
+$6.44 
NTRS Northern Trust Corporation
+0.06%
+$0.1 
VGLT Vanguard Long-Term Treasury Fund
+0.06%
+$3.96 
SHV iShares Short Treasury Bond ETF
+0.05%
+$4.28 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$355.16 
ELAN Elanco Animal Health Incorporated
+0.04%
+$0.15 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$346.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$7.24 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
+0.04%
+$18.69 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$5.1 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$0.3 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$2,017.98 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.02%
+$0.04 
BINC iShares Flexible Income Active ETF
+0.02%
+$51.44 
FNDC Schwab Fundamental International Small Company Index ETF
+0.02%
+$0.15 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$20.32 
PCAR PACCAR Inc.
+0.01%
+$4.02 
CTVA Corteva Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HEI.A Heico Corporation
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
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 
SDEV Security Devices International, Inc.
-13.65%
-$0.14 
NBIS Nebius Group N.V.
-12.18%
-$6,927.88 
IREN IREN Limited
-11.19%
-$71.4 
OKTA Okta Inc.
-10.2%
-$637.8 
KEEL Keel Infrastructure Corp.
-10.12%
-$47.58 
MSTR Strategy Inc.
-9.56%
-$7,417.98 
XRXDW Xerox Holdings Corporation Warrant
-9.18%
-$10.1 
MXL MaxLinear Inc.
-8.78%
-$20.58 
QBTS D-Wave Quantum Inc.
-8.08%
-$3,163.99 
RKLB Rocket Lab Corporation
-7.98%
-$4,864.23 
XRX Xerox Holdings Corporation
-7.84%
-$420 
PANW Palo Alto Networks, Inc.
-7.63%
-$29,570.41 
STX Seagate Technology Holdings plc
-7.5%
-$155.4 
PLTR Palantir Technologies Inc.
-7.22%
-$82,768.41 
DDOG Datadog, Inc. Class A Common Stock
-7.19%
-$4,306.5 
IOT Samsara Inc. Class A Common Stock
-7.09%
-$2,551.9 
P Everpure Inc.
-7.04%
-$93.9 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$5,978.64 
ARM Arm Holdings plc American Depositary Receipt
-6.94%
-$509.7 
WDC Western Digital Corporation
-6.86%
-$73.35 
TTD The Trade Desk, Inc. Class A
-6.86%
-$99 
OKLO Oklo Inc.
-6.8%
-$1,887 
U Unity Software Inc.
-6.78%
-$117.6 
CIEN Ciena Corporation
-6.67%
-$20,054.97 
PBYI Puma Biotechnology Inc.
-6.56%
-$102.12 
AXON Axon Enterprise, Inc.
-6.45%
-$1,129.8 
NET Cloudflare Inc.
-6.39%
-$12,645.2 
PATH Uipath Inc.
-6.27%
-$64.5 
NMAX Newsmax Inc.
-6.12%
-$34.2 
HPE Hewlett Packard Enterprise Company
-5.97%
-$150.5 
AMD Advanced Micro Devices, Inc.
-5.96%
-$81,088.56 
COIN Coinbase Global, Inc.
-5.79%
-$3,450.6 
INTC Intel Corporation
-5.79%
-$7,325.04 
LRNZ TrueShares Technology, AI & Deep Learning ETF
-5.74%
-$559.12 
ALTO Alto Ingredients Inc.
-5.74%
-$47.25 
MU Micron Technology, Inc.
-5.63%
-$72,678.8 
MRVL Marvell Technology, Inc.
-5.56%
-$5,042.16 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.35%
-$7,126.56 
LITE Lumentum Holdings Inc.
-5.22%
-$681.15 
FUN Six Flags Entertainment Corporation
-5.15%
-$92.4 
UAL United Airlines Holdings, Inc.
-5.14%
-$5.21 
NTAP NetApp, Inc.
-5.08%
-$174.4 
KLAC KLA Corporation
-5%
-$1,604.48 
HOOD Robinhood Markets, Inc.
-4.92%
-$11,427.84 
CLOU Global X Cloud Computing ETF
-4.91%
-$651.05 
LRCX Lam Research Corporation
-4.87%
-$13,547.03 
SHOP Shopify Inc.
-4.84%
-$2,577.38 
AMAT Applied Materials, Inc.
-4.82%
-$25,485.6 
UPST Upstart Holdings, Inc.
-4.81%
-$3,779.44 
IGV iShares Expanded Tech-Software Sector ETF
-4.8%
-$7,316.66 
BAI iShares A.I. Innovation and Tech Active ETF
-4.78%
-$4,392.54 
ARKK ARK Innovation ETF Fund
-4.71%
-$242.4 
APP AppLovin Corporation Class A Common Stock
-4.71%
-$5,329.8 
ORCL Oracle Corporation
-4.64%
-$22,470.24 
ANET Arista Networks, Inc.
-4.63%
-$18,859.8 
DELL Dell Technologies Inc.
-4.62%
-$939.55 
GLW Corning Incorporated
-4.6%
-$643.37 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.55%
-$282.6 
AVGO Broadcom Inc.
-4.53%
-$47,955.24 
NOK Nokia Corporation Sponsored ADR
-4.49%
-$17.2 
HIMS Hims & Hers Health, Inc.
-4.46%
-$26.2 
NOW ServiceNow, Inc.
-4.44%
-$19.8 
CHPT ChargePoint Holdings, Inc.
-4.43%
-$0.64 
BLNK Blink Charging Co.
-4.42%
-$0.76 
ARKW ARK Next Generation Internet ETF
-4.39%
-$6,875.37 
HUM Humana Inc.
-4.37%
-$18.87 
VSAT Viasat Inc.
-4.34%
-$2,792.82 
DXYZ Destiny Tech100 Inc.
-4.24%
-$380.07 
XPEV Xpeng Inc.
-4.15%
-$1.6 
IBKR Interactive Brokers Group Inc.
-3.88%
-$13.36 
VRT Vertiv Holdings Co
-3.88%
-$7,588.63 
SE Sea Ltd.
-3.83%
-$227.53 
ALK Alaska Air Group Inc.
-3.75%
-$82.2 
META Meta Platforms Inc Class A
-3.72%
-$60,762.11 
SN SharkNinja, Inc.
-3.7%
-$7.17 
FFIN First Financial Bankshares Inc.
-3.54%
-$320.32 
Q Qnity Electronics Inc.
-3.54%
-$4.24 
QCOM QUALCOMM Incorporated
-3.53%
-$2,415.36 
SOUN SoundHound AI Inc.
-3.48%
-$85 
DAL Delta Air Lines, Inc.
-3.47%
-$37.94 
FSLR First Solar, Inc.
-3.45%
-$6.17 
FDN First Trust Dow Jones Internet Index Fund
-3.43%
-$1,762.25 
SMH VanEck Semiconductor ETF
-3.41%
-$1,181.1 
LUV Southwest Airlines Co.
-3.26%
-$1,989.68 
MPT Medical Properties Trust, Inc.
-3.21%
-$1.9 
JOBY Joby Aviation, Inc.
-3.12%
-$1.5 
SNX TD Synnex Corporation
-3.11%
-$15.82 
JBL Jabil Inc.
-3.1%
-$71.12 
BRKR Bruker Corporation
-3.08%
-$5.22 
WSC WillScot Holdings Corporation
-3.05%
-$29.5 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$737.88 
CGNX Cognex Corporation
-3.02%
-$84 
CHRW C.H. Robinson Worldwide, Inc.
-3.01%
-$8.66 
HOG Harley-Davidson Inc.
-3.01%
-$83 
WDAY Workday Inc.
-2.96%
-$779.88 
IXN iShares Global Tech ETF
-2.88%
-$187.68 
IYW iShares U.S. Technology ETF
-2.88%
-$24,618 
SNPS Synopsys, Inc.
-2.88%
-$40.44 
VGT Vanguard Information Technology ETF
-2.87%
-$1,067.04 
NFLX Netflix, Inc.
-2.87%
-$6,876.48 
ETN Eaton Corporation plc
-2.79%
-$101.07 
MTUM iShares MSCI USA Momentum Factor ETF
-2.78%
-$15,702.12 
JBHT J.B. Hunt Transport Services, Inc.
-2.77%
-$19.59 
VFF Village Farms International Inc.
-2.69%
-$3.5 
ULTA Ulta Beauty Inc.
-2.67%
-$81.5 
GEN Gen Digital Inc.
-2.66%
-$14.52 
EWT iShares MSCI Taiwan ETF
-2.64%
-$46.08 
APH Amphenol Corporation
-2.63%
-$85.6 
CRNC Cerence Inc.
-2.62%
-$2,785.92 
ADBE Adobe Inc.
-2.57%
-$1,002.85 
PCVX Vaxcyte, Inc.
-2.53%
-$4.95 
ARW Arrow Electronics Inc.
-2.52%
-$16.68 
IWP iShares Russell Mid-Cap Growth ETF
-2.5%
-$37.84 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$9,209.2 
VBK Vanguard Small-Cap Growth ETF
-2.48%
-$872.55 
XYZ Block, Inc.
-2.48%
-$33.66 
EL The Estée Lauder Companies Inc. Class A
-2.47%
-$2.65 
GOOGL Alphabet Inc
-2.47%
-$41,406.74 
CRM Salesforce Inc
-2.45%
-$10,914.28 
RULE Adaptive Core ETF
-2.43%
-$4.36 
BX Blackstone Inc.
-2.35%
-$1,374.95 
SCHW Charles Schwab Corporation
-2.34%
-$28.6 
SOLV Solventum Corporation
-2.33%
-$328 
GOOG Alphabet Inc
-2.32%
-$29,752 
AESR Anfield U.S. Equity Sector Rotation Fund
-2.25%
-$5,306.18 
CSCO Cisco Systems, Inc.
-2.24%
-$17,195.4 
IWF iShares Russell 1000 Growth ETF
-2.22%
-$3,670.8 
ICVT iShares Convertible Bond ETF
-2.21%
-$2,218.16 
FPX First Trust US Equity Opportunities ETF
-2.2%
-$57,536.84 
VOX Vanguard Communication Services ETF
-2.16%
-$4,566.15 
ADSK Autodesk, Inc.
-2.15%
-$36.82 
SFM Sprouts Farmers Market, Inc.
-2.15%
-$5.72 
EBAY eBay Inc.
-2.14%
-$483.92 
BOTZ Global X Robotics & Artificial Intelligence ETF
-2.13%
-$301.68 
TSLA Tesla, Inc.
-2.13%
-$7,403.48 
DKNG DraftKings Inc.
-2.12%
-$514.55 
ONEQ Fidelity Nasdaq Composite Index Fund
-2.12%
-$31.22 
CWB SPDR Bloomberg Convertible Securities ETF
-2.11%
-$64,320.8 
ADI Analog Devices, Inc.
-2.11%
-$34.04 
RDDT Reddit Inc Class A
-2.08%
-$331 
HCA HCA Healthcare Inc.
-2.06%
-$38.64 
VUG Vanguard Growth ETF
-2.06%
-$255,240.8 
CCJ Cameco Corporation
-2.06%
-$3.42 
Z Zillow Group Inc.
-2.03%
-$87.68 
DASH DoorDash, Inc.
-2.02%
-$15.6 
LULU lululemon athletica inc.
-2.01%
-$1.99 
NIO Nio Inc.
-2%
-$7.28 
TTWO Take-Two Interactive Software, Inc.
-1.96%
-$451 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.93%
-$76,826.86 
FDMO Fidelity Momentum Factor ETF
-1.93%
-$156,713.4 
MSFT Microsoft Corp.
-1.93%
-$73,343.09 
BURL Burlington Stores Inc.
-1.92%
-$5.13 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.9%
-$85.92 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$3,922 
AMZN Amazon.com Inc
-1.87%
-$36,937.6 
BABA Alibaba Group Holding Limited SP ADR
-1.82%
-$1,399.86 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.81%
-$459.2 
VXF Vanguard Extended Market ETF
-1.8%
-$4.15 
CXW CoreCivic Inc.
-1.79%
-$0.56 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.78%
-$71.85 
CBRE CBRE Group Inc.
-1.78%
-$9.64 
VRTX Vertex Pharmaceuticals Incorporated
-1.77%
-$81.09 
PDD PDD Holdings Inc. American Depositary Shares
-1.76%
-$249.4 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$919.45 
WERN Werner Enterprises Inc.
-1.74%
-$6.38 
EEM iShares MSCI Emerging Markets ETF
-1.74%
-$100,308.48 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.73%
-$610.17 
EW Edwards Lifesciences Corporation
-1.7%
-$103.5 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.69%
-$190.57 
VLUE iShares MSCI USA Value Factor ETF
-1.67%
-$114.1 
IEMG iShares Core MSCI Emerging Markets ETF
-1.67%
-$21,101.6 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.64%
-$15,142.88 
WAT Waters Corporation
-1.62%
-$14.4 
KKR KKR & Co. Inc.
-1.62%
-$17.04 
PWR Quanta Services Inc.
-1.61%
-$424.35 
MTB M&T Bank Corporation
-1.6%
-$48.86 
SFIX Stitch Fix Inc.
-1.56%
-$0.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.56%
-$46.17 
NNOV Innovator G-100 Power Buffer ETF - November
-1.55%
-$876.68 
SCHA Schwab U.S. Small-Cap ETF
-1.54%
-$476.5 
IQV IQVIA Holdings Inc.
-1.53%
-$20.7 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.53%
-$649.6 
INTU Intuit Inc.
-1.52%
-$5,150.52 
TGT Target Corporation
-1.51%
-$684.93 
CDNS Cadence Design Systems, Inc.
-1.5%
-$560.05 
XLSR SPDR SSGA US Sector Rotation ETF
-1.46%
-$13,806.24 
GAP Gap Inc.
-1.45%
-$1.02 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.44%
-$686.86 
NVDA NVIDIA Corporation
-1.43%
-$60,264 
NSEP Innovator G100 Power Buffer ETF - September
-1.43%
-$278.76 
RL Ralph Lauren Corporation
-1.42%
-$701.82 
BKNG Booking Holdings Inc.
-1.42%
-$881.25 
VST Vistra Corp
-1.4%
-$12.9 
EXPD Expeditors International of Washington, Inc.
-1.37%
-$16.38 
RRX Regal Rexnord Corporation
-1.36%
-$2.12 
BMY Bristol-Myers Squibb Company
-1.35%
-$2,764.22 
DE Deere & Company
-1.35%
-$370.02 
CEG Constellation Energy Corporation
-1.32%
-$254.1 
SVOL Simplify Volatility Premium ETF
-1.32%
-$10,158.06 
CROX Crocs, Inc.
-1.31%
-$9.78 
ROL Rollins, Inc.
-1.3%
-$6.16 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$613.32 
UBER Uber Technologies, Inc.
-1.29%
-$224.48 
UNH UnitedHealth Group Incorporated
-1.29%
-$4,799.84 
MGC Vanguard Mega Cap ETF
-1.28%
-$184,213.12 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.27%
-$450.84 
VB Vanguard Small-Cap ETF
-1.27%
-$21.9 
OEF iShares S&P 100 ETF
-1.25%
-$2,270.1 
SCHE Schwab Emerging Markets Equity ETF
-1.22%
-$13.64 
SAN Banco Santander S.A. Sponsored ADR
-1.19%
-$16.16 
MBC MasterBrand, Inc.
-1.17%
-$0.64 
SCHX Schwab U.S. Large-Cap ETF
-1.15%
-$522.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$18,417.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.15%
-$177.56 
GS The Goldman Sachs Group, Inc.
-1.12%
-$2,084.16 
STT State Street Corp
-1.12%
-$35.72 
SOLS Sollensys Corp
-1.12%
-$67.67 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-1.12%
-$35.06 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.11%
-$134.33 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$2,041.83 
GEHC GE HealthCare Technologies Inc.
-1.11%
-$14.82 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$2,630.32 
VOO Vanguard S&P 500 ETF
-1.1%
-$9,806.28 
FELC Fidelity Enhanced Large Cap Core ETF
-1.1%
-$143.52 
IVV iShares Core S&P 500 ETF
-1.09%
-$89,060.1 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.09%
-$98.94 
BITO ProShares Bitcoin ETF
-1.09%
-$53.64 
COLM Columbia Sportswear Company
-1.08%
-$856.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.08%
-$5,920.5 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.07%
-$9,670.38 
DHR Danaher Corporation
-1.06%
-$2.46 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-1.04%
-$306.72 
EQIX Equinix, Inc.
-1.03%
-$20.56 
VCR Vanguard Consumer Discretionary ETF
-1.02%
-$830.32 
NVO Novo Nordisk A/S Sponsored ADR
-0.99%
-$15.21 
ARKB Ark 21Shares Bitcoin ETF
-0.99%
-$431.46 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.98%
-$16.1 
APO Apollo Global Management, Inc.
-0.97%
-$584.24 
WU Western Union Co.
-0.96%
-$18 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$2,610.87 
EXEL Exelixis Inc.
-0.95%
-$12 
RVPH Reviva Pharmaceuticals Holdings, Inc.
-0.95%
$0 
TXN Texas Instruments Inc
-0.95%
-$60.72 
IBIT iShares Bitcoin Trust
-0.94%
-$2,186.36 
VT Vanguard Total World Stock ETF
-0.94%
-$146.02 
PLD Prologis Inc.
-0.94%
-$1.19 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$6,634.24 
TMO Thermo Fisher Scientific Inc.
-0.93%
-$285.56 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$435.88 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.93%
-$1,235.16 
FSMD Fidelity Small-Mid Multifactor ETF
-0.92%
-$15.18 
BAC Bank of America Corporation
-0.91%
-$2,492.88 
DECZ TrueShares Structured Outcome December ETF
-0.91%
-$107.33 
PSTR PeakShares Sector Rotation ETF
-0.89%
-$188,163.28 
OCTZ Trueshares Structured Outcome ETF October
-0.88%
-$57.76 
G Genpact Ltd.
-0.88%
-$1.98 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
-0.88%
-$1,033.02 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.87%
-$1,383.43 
SEPZ TrueShares Structured Outcome September ETF
-0.86%
-$620.56 
JANZ TrueShares Structured Outcome January Fund
-0.86%
-$168.48 
IBM International Business Machines Corporation
-0.85%
-$2,599.74 
MS Morgan Stanley
-0.84%
-$2,972.79 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.84%
-$561.45 
XMHQ Invesco S&P MidCap Quality ETF
-0.83%
-$357.12 
RCL Royal Caribbean Group
-0.83%
-$11.65 
PVH PVH Corp.
-0.83%
-$1.42 
SEIC SEI Investments Company
-0.83%
-$10.44 
LVS Las Vegas Sands Corp.
-0.81%
-$10.23 
AUGZ TrueShares Structured Outcome August ETF
-0.81%
-$22.47 
PYPL PayPal Holdings Inc
-0.81%
-$69.46 
IYC iShares U.S. Consumer Discretionary ETF
-0.79%
-$445.56 
QUAL iShares MSCI USA Quality Factor ETF
-0.79%
-$4,657.58 
LEN Lennar Corporation
-0.79%
-$1,514.02 
OC Owens Corning
-0.78%
-$0.89 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.78%
-$0.23 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
-0.77%
-$1,120.33 
PEJ Invesco Leisure and Entertainment ETF
-0.77%
-$104 
AZN AstraZeneca PLC American Depositary Shares
-0.76%
-$12.7 
NXPI NXP Semiconductors N.V.
-0.76%
-$10.56 
GILD Gilead Sciences Inc.
-0.75%
-$960.52 
FCX Freeport-McMoRan Inc.
-0.74%
-$52.52 
R Ryder System Inc.
-0.74%
-$1.77 
MDT Medtronic plc
-0.73%
-$3.5 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.73%
-$2,619.47 
KNX Knight-Swift Transportation Holdings Inc.
-0.72%
-$1.88 
REGN Regeneron Pharmaceuticals, Inc.
-0.7%
-$263.2 
HSIC Henry Schein, Inc.
-0.7%
-$5.49 
AOA iShares Core Aggressive Allocation ETF
-0.7%
-$238 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.68%
-$751.1 
FDX FedEx Corporation
-0.67%
-$125.37 
IMCB iShares Morningstar Mid-Cap ETF
-0.67%
-$282.75 
ALSN Allison Transmission Holdings Inc.
-0.67%
-$1.5 
COLB Columbia Banking System, Inc.
-0.66%
-$192.66 
CAT Caterpillar Inc.
-0.66%
-$1,561.6 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
-0.66%
-$19.11 
GSEP FT Vest US Equity Moderate B Fund
-0.66%
-$3,507.56 
SUNB Sunbelt Rentals Holdings, Inc.
-0.64%
-$1.96 
MFUL Mindful Conservative ETF
-0.63%
-$1.26 
TSCO Tractor Supply Company
-0.63%
-$0.63 
J Jacobs Solutions Inc.
-0.63%
-$6.23 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.62%
-$1,288 
VHT Vanguard Health Care ETF
-0.61%
-$74,316 
FDM First Trust Dow Jones Select MicroCap Index Fund
-0.6%
-$217.18 
FHLC Fidelity MSCI Health Care Index ETF
-0.6%
-$4,929.13 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.59%
-$1,669.2 
OLED Universal Display Corporation
-0.59%
-$54.28 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.59%
-$335.25 
SCCO Southern Copper Corporation
-0.58%
-$102.7 
AVGE FRCL 3 2022Q3 Hb Float
-0.58%
-$760.38 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.58%
-$4,778.4 
FLIN Franklin FTSE India ETF
-0.58%
-$3,319 
EWJ iShares MSCI Japan ETF
-0.58%
-$28.6 
HIGH Simplify Enhanced Income ETF
-0.57%
-$1,869.6 
GEV GE Vernova Inc.
-0.57%
-$199.12 
SBAR Simplify Barrier Income ETF
-0.56%
-$11,753 
MCHP Microchip Technology Incorporated
-0.55%
-$0.82 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
-0.54%
-$181.07 
KT KT Corporation
-0.54%
-$0.6 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.54%
-$1,203.61 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.53%
-$3,878.85 
BN Brookfield Corporation
-0.52%
-$6.27 
SHW The Sherwin-Williams Company
-0.51%
-$55.04 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$5,218.2 
EDOG ALPS Emerging Sector Dividend Dogs ETF
-0.5%
-$5,746.47 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
-0.5%
-$3,851.81 
HYDB iShares High Yield Systematic Bond ETF
-0.49%
-$39.6 
MFG Mizuho Financial Group Inc. ADR
-0.49%
-$5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$70.11 
SYF Synchrony Financial
-0.49%
-$1.44 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.46%
-$332.32 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.45%
-$1,150.16 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
-0.44%
-$570.3 
PPG PPG Industries Inc.
-0.44%
-$193.17 
NMR Nomura Holdings Inc. Sponsored ADR
-0.43%
-$0.64 
VRP Invesco Variable Rate Preferred ETF
-0.42%
-$24,563.3 
EMR Emerson Electric Co.
-0.42%
-$447.44 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.41%
-$1,556.55 
JNK SPDR Bloomberg High Yield Bond ETF
-0.4%
-$2.96 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.38%
-$14.91 
PRF Invesco FTSE RAFI US 1000 ETF
-0.37%
-$123.06 
MMM 3M Company
-0.37%
-$1,992.26 
POWA Invesco Bloomberg Pricing Power ETF
-0.37%
-$4,190.62 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.37%
-$1,781.33 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.36%
-$61.62 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.36%
-$399.75 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.36%
-$217.48 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.36%
-$35.53 
AMGN Amgen Inc.
-0.35%
-$2,043.58 
AMP Ameriprise Financial, Inc.
-0.35%
-$5.34 
CDX Simplify High Yield ETF
-0.35%
-$3,616.55 
RPHS Regents Park Hedged Market Fund
-0.34%
-$94.98 
UPS United Parcel Service, Inc.
-0.34%
-$9.24 
SCHF Schwab International Equity ETF
-0.33%
-$5.67 
EWQ iShares MSCI France ETF
-0.33%
-$4.06 
SPBW AllianzIM Buffer20 Allocation ETF
-0.33%
-$1,279.05 
WAB Wabtec Corporation
-0.33%
-$2.82 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$513.6 
AOK iShares Core Conservative Allocation ETF
-0.32%
-$270.27 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.32%
-$22,026.32 
AVMA Avantis Moderate Allocation ETF
-0.32%
-$124.29 
SAP SAP SE Sponsored ADR
-0.32%
-$2.13 
USMV iShares MSCI USA Min Vol Factor ETF
-0.32%
-$1,310.08 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.31%
-$141.96 
BJ BJ's Wholesale Club Holdings, Inc.
-0.31%
-$0.64 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.3%
-$1,855.65 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$32.4 
T AT&T Inc.
-0.3%
-$1,294.3 
EWN iShares MSCI Netherlands ETF
-0.29%
-$1.14 
SWK Stanley Black & Decker Inc.
-0.29%
-$3.51 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.28%
-$3,363.78 
FIDU Fidelity MSCI Industrials Index ETF
-0.28%
-$2,285 
AVGV Avantis All Equity Markets Value ETF
-0.28%
-$322.8 
ISRG Intuitive Surgical, Inc.
-0.27%
-$244.76 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.27%
-$39.59 
XLV Health Care Select Sector SPDR Fund
-0.27%
-$13.92 
CMI Cummins Inc.
-0.26%
-$288.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$131.24 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.24%
-$17.17 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.24%
-$1,716.88 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.24%
-$6.78 
CVS CVS Health Corporation
-0.24%
-$1.98 
VIS Vanguard Industrials ETF
-0.22%
-$11,832.48 
JEF Jefferies Financial Group Inc.
-0.22%
-$3.2 
FDLO Fidelity Low Volatility Factor ETF
-0.22%
-$8.48 
YUM Yum! Brands, Inc.
-0.21%
-$0.96 
JEPI JPMorgan Equity Premium Income Fund
-0.21%
-$5,521.2 
UBS UBS Group AG
-0.21%
-$0.6 
JHMD John Hancock Multifactor Developed International ETF
-0.2%
-$11.16 
UNM Unum Group
-0.2%
-$0.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$84.78 
GLD SPDR Gold Shares
-0.18%
-$94.5 
FDVV Fidelity High Dividend ETF
-0.18%
-$4,475.02 
BNDX Vanguard Total International Bond ETF
-0.17%
-$0.88 
IAU iShares Gold Trust
-0.17%
-$6,072.43 
TEL TE Connectivity plc
-0.16%
-$3.85 
HYD VanEck High Yield Muni ETF
-0.16%
-$4.4 
EWP iShares MSCI Spain ETF
-0.15%
-$2.52 
IRM Iron Mountain Inc.
-0.15%
-$19.38 
COR Cencora, Inc.
-0.14%
-$178.85 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.14%
-$16.35 
AME Ametek Inc.
-0.14%
-$0.35 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.14%
-$37.86 
IWD iShares Russell 1000 Value ETF
-0.14%
-$15.05 
ALLY Ally Financial Inc.
-0.13%
-$0.6 
DIS The Walt Disney Company
-0.12%
-$76.18 
DIBS 1stdibs.com, Inc.
-0.12%
-$1.58 
EFA iShares MSCI EAFE ETF
-0.12%
-$9.12 
VIG Vanguard Dividend Appreciation ETF
-0.12%
-$6,506.64 
SNN Smith & Nephew plc ADR
-0.1%
-$0.12 
SMBS Schwab Mortgage-Backed Securities ETF
-0.1%
-$24.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$3.5 
BLV Vanguard Long-Term Bond ETF
-0.09%
-$0.18 
IEFA iShares Core MSCI EAFE ETF
-0.09%
-$1.08 
STLD Steel Dynamics Inc.
-0.09%
-$0.66 
AXP American Express Company
-0.09%
-$1.12 
BCS Barclays PLC Sponsored ADR
-0.09%
-$0.3 
PTC PTC Inc.
-0.09%
-$1.7 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$438.2 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
-0.08%
-$490.26 
MBB iShares MBS ETF
-0.08%
-$674.24 
XLI Industrial Select Sector SPDR Fund
-0.08%
-$2.99 
FTSL First Trust Senior Loan ETF
-0.07%
-$0.45 
IAGG iShares International Aggregate Bond Fund
-0.06%
-$80.88 
DXJ WisdomTree Japan Hedged Equity Fund
-0.05%
-$9.27 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.04%
-$0.1 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$473.33 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$23.12 
ELV Elevance Health, Inc.
-0.04%
-$1.36 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.04%
-$0.22 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-0.04%
-$22.75 
EWI iShares MSCI Italy ETF
-0.04%
-$0.46 
CSX CSX Corporation
-0.02%
-$0.07 
PNR Pentair plc
-0.02%
-$0.1 
ZMAY Innovator EDP ETF -1 Yr May
-0.02%
-$17.62 Events
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Dividends
Dividend Analysis
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| Trades 1828 | Longs Won 1100/1828 60% | Profit Factor 6.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $173,603.91 |
| Average Win $61,934.39 | Best Trade (Oct 17) $2.39M | Sharpe Ratio -12.53 |
| Average Loss -$13,736.41 | Worst Trade (Oct 17) -$736,089.8 | Z-Score 1.19 (76.54%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $31,838.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,299 | $8.63M | $12.12M | - | $3.5M | 40.54% | +0.427% |
| ABBV AbbVie Inc. | 1,944 | $343,060.15 | $554,856.48 | - | $211,796.33 | 61.74% | +0.713% |
| ABM ABM Industries Inc. | 385 | $14,853.16 | $19,692.75 | - | $4,839.59 | 32.58% | +0.768% |
| ABT Abbott Laboratories | 967 | $99,281.89 | $101,428.63 | - | $2,146.74 | 2.16% | +0.201% |
| ACN Accenture plc Class A | 1,046 | $135,407.37 | $240,245.28 | - | $104,837.91 | 77.42% | +2.116% |
| ADBE Adobe Inc. | 155 | $32,919.82 | $38,006 | - | $5,086.18 | 15.45% | -2.571% |
| ADFI Anfield Dynamic Fixed Income Fund | 18,964 | $161,005.68 | $158,918.32 | - | -$2,087.36 | -1.3% | +0.177% |
| ADI Analog Devices, Inc. | 4 | $1,272.56 | $1,581.76 | - | $309.2 | 24.3% | -2.107% |
| ADP Automatic Data Processing Inc. | 179 | $39,513.17 | $51,713.1 | - | $12,199.93 | 30.88% | +1.138% |
| ADSK Autodesk, Inc. | 7 | $1,361 | $1,679.3 | - | $318.3 | 23.39% | -2.146% |
| AEE Ameren Corporation | 277 | $30,465.56 | $29,384.16 | - | -$1,081.4 | -3.55% | +2.236% |
| AEMS AEMS | 16,082 | $176,580.26 | $176,580.26 | - | - | - | 0.0 |
| AEP American Electric Power Company, Inc. | 92 | $12,059.36 | $11,696.88 | - | -$362.48 | -3.01% | +2.293% |
| AESR Anfield U.S. Equity Sector Rotation Fund | 11,924 | $164,687.9 | $230,610.16 | - | $65,922.26 | 40.03% | -2.249% |
| AFG American Financial Group Inc. | 180 | $22,987.8 | $26,843.4 | - | $3,855.6 | 16.77% | +2.333% |
| AFL Aflac Inc. | 7 | $821 | $839.79 | - | $18.79 | 2.29% | +1.626% |
| AIG American International Group Inc. | 17 | $1,282.88 | $1,372.58 | - | $89.7 | 6.99% | +2.048% |
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 1,888 | $49,288.28 | $50,088.45 | - | $800.17 | 1.62% | +0.037% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 441 | $213,012 | $126,046.62 | - | -$86,965.38 | -40.83% | -5.351% |
| ALK Alaska Air Group Inc. | 60 | $3,132 | $2,107.8 | - | -$1,024.2 | -32.7% | -3.753% |
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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 - $3.9M, SPDR SSGA US Sector Rotation ETF - $3.04M, iShares MSCI EAFE Value ETF - $2.67M, JPMorgan Equity Premium Income Fund - $2.16M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $2.07M. 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 $11.11M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.19M, iShares Core Universal USD Bond ETF - $892,278, iShares MSCI EAFE Value ETF - $679,056, iShares Core S&P 500 ETF - $459,294.98, and PeakShares Sector Rotation ETF - $296,892.91. 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.
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