AA
Amy Ardeel Portfolio
Invests via Icon Wealth Advisors LLC | Managed by Adam Reback
Invests via Icon Wealth Advisors LLC
Managed by Adam Reback
Automatically Tracked
Amy Ardeel Profile
Amy Ardeel is a recognized leader in the technology sector, renowned for her pioneering work at the intersection of innovation and enterprise solutions. With extensive experience in developing strategic initiatives for tech startups, she has played an instrumental role in driving market expansion and operational efficiency across diverse platforms. Her background includes leadership positions that leverage cross-functional teams to enhance product offerings while meeting consumer demands. This commitment to fostering technological advancement not only underscores her relevance within venture capital discussions but also positions her as a vital contributor to entrepreneurial ecosystems looking for transformative growth.
Amy Ardeel is a recognized leader in the technology sector, renowned for her pioneering work at the intersection of innovation and enterprise solutions. With extensive experience in developing strategic initiatives for tech startups, she has played an instrumental role in driving market expansion and operational efficiency across diverse platforms. Her background includes leadership positions that leverage cross-functional teams to enhance product offerings while meeting consumer demands. This commitment to fostering technological advancement not only underscores her relevance within venture capital discussions but also positions her as a vital contributor to entrepreneurial ecosystems looking for transformative growth.
Investment Philosophy & Strategy
Identifying emerging technology trends serves as a focal point for investment decisions. Amy Ardeel employs her deep understanding of the sector to navigate opportunities that leverage innovation and scalability. By concentrating on businesses that demonstrate a strong potential for operational improvement, she seeks to elevate underperforming assets through strategic insights and market positioning. Her entrepreneurial mindset fosters an agile approach, allowing quick adaptations to shifting consumer preferences and technological disruptions. This multifaceted strategy not only capitalizes on growth but also ensures sustainable competitive advantages in rapidly evolving environments.
Identifying emerging technology trends serves as a focal point for investment decisions. Amy Ardeel employs her deep understanding of the sector to navigate opportunities that leverage innovation and scalability. By concentrating on businesses that demonstrate a strong potential for operational improvement, she seeks to elevate underperforming assets through strategic insights and market positioning. Her entrepreneurial mindset fosters an agile approach, allowing quick adaptations to shifting consumer preferences and technological disruptions. This multifaceted strategy not only capitalizes on growth but also ensures sustainable competitive advantages in rapidly evolving environments.
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:
38.6%
Gain 0%
Monthly
1.08%
Yearly
13.71%
Drawdown
16.32%
$1.61B
Equity
Holdings
$1.61B
Investment
$1.36B
$723.84M
Profit +$11,764.99
Realized
$467.76M
Unrealized
$256.08M
Dividends
$91.26M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$11,764.99
Win %
71%
This Week
Compared To Last Week
Gain
0.001%
Profit
$11,764.99
Win %
71%
This Month
Compared to last month
Gain
-1.29%
Profit
-$20.98M
Win %
71%
This Year
Compared to last year
Gain
3.13%
Profit
$53.16M
Win %
71%
STX Seagate Technology Holdings plc
+7.25%
+$72,896.04 
INTC Intel Corporation
+6.51%
+$202,836.94 
WDC Western Digital Corporation
+6.36%
+$49,686.29 
EXK Endeavour Silver Corp.
+6.05%
+$7,472.5 
TER Teradyne, Inc.
+5.72%
+$40,744.24 
KLAC KLA Corporation
+5.55%
+$16,987.51 
AMD Advanced Micro Devices, Inc.
+4.73%
+$78,053.12 
BE Bloom Energy Corporation
+4.56%
+$144,346.86 
ANET Arista Networks, Inc.
+4.37%
+$28,440.8 
QCOM QUALCOMM Incorporated
+4.32%
+$72,304.96 
TFPM Triple Flag Precious Metals Corp
+4.14%
+$8,633.88 
GEV GE Vernova Inc.
+3.73%
+$21,202.61 
PWR Quanta Services Inc.
+3.58%
+$54,988.07 
FCX Freeport-McMoRan Inc.
+3.12%
+$17,975.88 
WPM Wheaton Precious Metals Corp.
+3.05%
+$9,900.31 
CME CME Group Inc.
+2.8%
+$65,010.84 
SCHW Charles Schwab Corporation
+2.71%
+$37,619.97 
AMAT Applied Materials, Inc.
+2.64%
+$36,627.24 
GS The Goldman Sachs Group, Inc.
+2.62%
+$7,048.6 
UAL United Airlines Holdings, Inc.
+2.58%
+$7,787.16 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$13,288.32 
IDCC InterDigital, Inc.
+2.56%
+$5,656.01 
T AT&T Inc.
+2.52%
+$18,502.58 
VZ Verizon Communications Inc.
+2.49%
+$21,570.12 
MCHP Microchip Technology Incorporated
+2.48%
+$17,719.2 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$5,345.33 
FITB Fifth Third Bancorp
+2.45%
+$5,285.85 
WTTR Select Water Solutions Inc.
+2.38%
+$277,010.36 
JPM JPMorgan Chase & Co.
+2.31%
+$248,885.86 
FSK FS KKR Capital Corp.
+2.22%
+$41,207.28 
AXP American Express Company
+2.18%
+$45,084.71 
HSBC HSBC Holdings plc Sponsored ADR
+2.15%
+$6,719.7 
SYK Stryker Corporation
+2.15%
+$6,389.44 
VNT Vontier Corporation
+2.09%
+$16,452.6 
NUE Nucor Corporation
+2.09%
+$26,868.6 
MLM Martin Marietta Materials, Inc.
+2.08%
+$5,447 
HL Hecla Mining Company
+2%
+$4,981.5 
PM Philip Morris International Inc.
+1.95%
+$83,477.44 
SPG Simon Property Group, Inc.
+1.95%
+$6,746.51 
TFC Truist Financial Corporation
+1.93%
+$13,238.82 
FDS FactSet Research Systems Inc.
+1.91%
+$4,104.16 
KMI Kinder Morgan, Inc.
+1.85%
+$80,168.76 
TSLA Tesla, Inc.
+1.82%
+$84,113.12 
ESI Element Solutions Inc.
+1.82%
+$3,891.42 
SCM Stellus Capital Investment Corporation
+1.81%
+$21,643.04 
SF Stifel Financial Corp.
+1.76%
+$4,610.34 
TMUS T-Mobile US, Inc.
+1.76%
+$7,163.52 
GSBD Goldman Sachs BDC Inc.
+1.76%
+$11,918.24 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$463,732.32 
MFG Mizuho Financial Group Inc. ADR
+1.68%
+$2,464.32 
VRT Vertiv Holdings Co
+1.68%
+$14,236.47 
ET Energy Transfer L.P.
+1.65%
+$67,996.33 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$3,873.15 
ACN Accenture plc Class A
+1.65%
+$472,832.16 
UNP Union Pacific Corporation
+1.65%
+$24,973.06 
WFC Wells Fargo & Company
+1.61%
+$14,455.77 
AMRZ Amrize Ltd.
+1.6%
+$11,814.6 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$78,417.6 
SOXX iShares Semiconductor ETF
+1.59%
+$7,707.65 
BX Blackstone Inc.
+1.58%
+$4,161.89 
LIN Linde plc
+1.58%
+$29,194.87 
BAC Bank of America Corporation
+1.56%
+$116,702.86 
OKE ONEOK, Inc.
+1.56%
+$110,706.55 
DE Deere & Company
+1.55%
+$27,315.51 
VICI Vici Properties Inc.
+1.53%
+$31,473.85 
BLK BlackRock, Inc.
+1.52%
+$31,950.2 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$14,189.01 
BG Bunge Global S.A.
+1.51%
+$4,379.13 
GLW Corning Incorporated
+1.5%
+$25,262.45 
COF Capital One Financial Corporation
+1.48%
+$13,256.35 
SW Smurfit WestRock PLC
+1.48%
+$10,112.76 
CVS CVS Health Corporation
+1.47%
+$6,899.76 
SPFI South Plains Financial Inc.
+1.46%
+$11,742.5 
AVB AvalonBay Communities, Inc.
+1.45%
+$21,098.33 
CAT Caterpillar Inc.
+1.44%
+$20,535.8 
WES Western Midstream Partners, LP
+1.43%
+$8,913.24 
MAR Marriott International Inc. - Class A
+1.42%
+$8,870.5 
SYF Synchrony Financial
+1.42%
+$3,476.25 
DTM Dt Midstream Inc.
+1.42%
+$5,267.56 
SEIC SEI Investments Company
+1.42%
+$6,561.25 
COP ConocoPhillips
+1.4%
+$16,546.68 
POOL Pool Corporation
+1.38%
+$8,969.52 
XLF Financial Select Sector SPDR Fund
+1.37%
+$7,765.2 
NEE NextEra Energy, Inc.
+1.35%
+$47,710.05 
TXN Texas Instruments Inc
+1.35%
+$55,017.58 
SPGI S&P Global Inc.
+1.35%
+$16,459.35 
ABBV AbbVie Inc.
+1.32%
+$105,254.64 
PR Permian Resources Corporation
+1.3%
+$14,402 
IFRA iShares U.S. Infrastructure
+1.29%
+$6,258.37 
TEL TE Connectivity plc
+1.27%
+$39,541.77 
HRL Hormel Foods Corporation
+1.27%
+$6,975 
TROW T. Rowe Price Group, Inc.
+1.26%
+$9,590 
STEL Stellar Bancorp Inc.
+1.22%
+$5,211.36 
TRGP Targa Resources Corp.
+1.2%
+$65,420.62 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$7,468.38 
LRCX Lam Research Corporation
+1.18%
+$72,548.36 
ITW Illinois Tool Works Inc.
+1.17%
+$15,525.75 
IWN iShares Russell 2000 Value ETF
+1.17%
+$4,314.24 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$5,914.84 
IBOC International Bancshares Corporation
+1.14%
+$6,439.68 
DTE DTE Energy Company
+1.12%
+$5,398.59 
ICE Intercontinental Exchange, Inc.
+1.11%
+$8,529.65 
PPL PPL Corporation
+1.1%
+$21,288.93 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.1%
+$5,591.88 
FET Forum Energy Technologies Inc.
+1.09%
+$33,273.18 
BSM Black Stone Minerals, L.P.
+1.08%
+$10,198.35 
ABNB Airbnb, Inc.
+1.08%
+$3,133.02 
JNJ Johnson & Johnson
+1.07%
+$69,435.98 
V Visa Inc. Class A
+1.05%
+$81,199.27 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$4,120.2 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$3,011.36 
BEN Franklin Resources Inc.
+1.01%
+$23,776.96 
IWD iShares Russell 1000 Value ETF
+0.98%
+$40,732.55 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$2,624.32 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$17,529.1 
ALL Allstate Corporation
+0.94%
+$3,421.64 
BDN Brandywine Realty Trust
+0.94%
+$1,474.41 
VTV Vanguard Value ETF
+0.94%
+$9,605.76 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$20,367 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$9,046.82 
LIEN Chicago Atlantic BDC Inc.
+0.91%
+$1,282.95 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$6,946.36 
APH Amphenol Corporation
+0.88%
+$1,834.45 
MNST Monster Beverage Corporation
+0.87%
+$12,570.42 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$11,905.85 
CP Canadian Pacific Kansas City Limited
+0.86%
+$2,449.38 
TPYP Tortoise North American Pipeline Fund
+0.86%
+$50,685.72 
PG Procter & Gamble Co
+0.86%
+$32,694.88 
VTR Ventas Inc.
+0.85%
+$4,956.51 
SRE Sempra
+0.82%
+$18,483.75 
MSCI MSCI Inc.
+0.81%
+$3,347.76 
GM General Motors Company
+0.8%
+$5,123.3 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$13,941.02 
SO The Southern Company
+0.78%
+$3,207.62 
NXPI NXP Semiconductors N.V.
+0.76%
+$1,942.71 
GE General Electric Company
+0.76%
+$10,909.21 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$5,364.92 
PSX Phillips 66
+0.76%
+$14,021 
CVX Chevron Corporation
+0.75%
+$161,766.04 
SBUX Starbucks Corporation
+0.74%
+$13,923.22 
MO Altria Group, Inc.
+0.74%
+$12,868.93 
KMB Kimberly-Clark Corporation
+0.74%
+$7,707 
UNH UnitedHealth Group Incorporated
+0.73%
+$67,050.72 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$5,749.1 
HD The Home Depot, Inc.
+0.73%
+$33,945.94 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$1,895.94 
MA Mastercard Incorporated
+0.71%
+$22,478.66 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$58,574.34 
MSDL Morgan Stanley Direct Lending Corp.
+0.71%
+$1,915.32 
PYPL PayPal Holdings Inc
+0.7%
+$1,172.47 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$435,107.89 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$10,109.84 
EMR Emerson Electric Co.
+0.69%
+$6,080.97 
FEX First Trust Large Cap Core Fund A
+0.69%
+$3,384 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$15,137.92 
COST Costco Wholesale Corporation
+0.68%
+$18,621.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$53,075.56 
YUM Yum! Brands, Inc.
+0.68%
+$2,514.72 
ECL Ecolab Inc.
+0.68%
+$1,393.74 
MPLX MPLX LP
+0.67%
+$2,723.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$5,414.85 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.66%
+$2,945.2 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$2,033.61 
DOW Dow Inc.
+0.65%
+$1,873.3 
MS Morgan Stanley
+0.65%
+$10,539.01 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$936 
WMB The Williams Companies, Inc.
+0.64%
+$46,919.74 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$348,318 
IYW iShares U.S. Technology ETF
+0.61%
+$23,543.68 
CMI Cummins Inc.
+0.59%
+$30,058.18 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$6,819.57 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$7,296.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$13,432.05 
AEP American Electric Power Company, Inc.
+0.58%
+$1,310.25 
CSGP CoStar Group, Inc.
+0.58%
+$1,427.47 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$377,192.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$23,506.66 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$10,308.1 
IVV iShares Core S&P 500 ETF
+0.55%
+$768,122.49 
VOO Vanguard S&P 500 ETF
+0.55%
+$6,350.09 
HON Honeywell International Inc.
+0.54%
+$8,420.44 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$154,625.32 
MAIN Main Street Capital Corporation
+0.54%
+$2,800 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$106,345.2 
URI United Rentals, Inc.
+0.54%
+$6,451.5 
GOOGL Alphabet Inc
+0.53%
+$101,132.59 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,621.25 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$2,482.95 
BALI iShares Adaptive Large Cap ETF
+0.51%
+$2,192.66 
KNTK Kinetik Holdings Inc.
+0.51%
+$1,960.08 
BBCA JPMorgan BetaBuilders Canada ETF
+0.51%
+$2,714.73 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.5%
+$1,991.46 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$241,898.5 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$12,953.46 
LNG Cheniere Energy Inc.
+0.47%
+$4,452.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$156,876.77 
NET Cloudflare Inc.
+0.46%
+$1,129.44 
BBJP JPMorgan BetaBuilders Japan Fund
+0.46%
+$3,874.66 
GOOG Alphabet Inc
+0.45%
+$60,009.6 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.45%
+$847.04 
WMT Walmart Inc.
+0.45%
+$17,742.81 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$12,708.45 
IXUS iShares Core International Stock ETF
+0.43%
+$3,432.93 
ROST Ross Stores, Inc.
+0.43%
+$4,568.58 
IXN iShares Global Tech ETF
+0.42%
+$14,403.67 
PGR Progressive Corporation
+0.42%
+$4,256 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$904.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$4,067.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,327.92 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$1,360.37 
FAST Fastenal Co.
+0.39%
+$6,991.56 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$84,010.4 
GD General Dynamics Corporation
+0.38%
+$12,127.21 
PEP PepsiCo, Inc.
+0.38%
+$11,524.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$246,463 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$2,872.42 
STWD Starwood Property Trust Inc.
+0.35%
+$2,756.82 
CLH Clean Harbors Inc.
+0.35%
+$1,122 
FAUG FT Vest U.S. Equity Buffer ETF
+0.34%
+$6,218.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$3,067.92 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.33%
+$2,144.41 
WEC WEC Energy Group Inc.
+0.33%
+$5,308.39 
AMGN Amgen Inc.
+0.32%
+$2,435.07 
SLB Schlumberger Limited
+0.32%
+$749.52 
WM Waste Management, Inc.
+0.3%
+$993.32 
DRI Darden Restaurants, Inc.
+0.3%
+$7,330.05 
BBEU JPMorgan BetaBuilders Europe Fund
+0.29%
+$1,451.07 
CWS AdvisorShares Focused Equity ETF
+0.29%
+$1,012.18 
XOM Exxon Mobil Corporation
+0.28%
+$62,478.36 
IXC iShares Global Energy ETF
+0.28%
+$633.46 
EFA iShares MSCI EAFE ETF
+0.28%
+$933.5 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.28%
+$917.07 
SECU iShares Securitized Income Active ETF
+0.26%
+$656.63 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$785.4 
OEF iShares S&P 100 ETF
+0.24%
+$4,352.36 
IGRO iShares International Dividend Growth ETF
+0.23%
+$1,530.4 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$4,965.65 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$72,128.5 
ADP Automatic Data Processing Inc.
+0.2%
+$4,998.95 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$3,451.32 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.18%
+$1,733.17 
BTT BlackRock Municipal 2030 Target Term Trust
+0.18%
+$673 
VUG Vanguard Growth ETF
+0.18%
+$21,908.7 
FJUN FT Vest US Equity Buffer ETF - June
+0.17%
+$392.3 
NVDA NVIDIA Corporation
+0.16%
+$50,454.4 
PFE Pfizer Inc.
+0.15%
+$2,721.56 
BINC iShares Flexible Income Active ETF
+0.13%
+$16,361.03 
SHW The Sherwin-Williams Company
+0.13%
+$587.5 
PH Parker-Hannifin Corporation
+0.12%
+$371.84 
TRP TC Energy Corporation
+0.12%
+$994.32 
KO The Coca-Cola Company
+0.11%
+$1,730.16 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$628.38 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$830.98 
MSFT Microsoft Corp.
+0.1%
+$30,241.64 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+0.1%
+$710.8 
EOG EOG Resources, Inc.
+0.09%
+$3,330.08 
GJUN FT Vest US Equity Moderate Fund
+0.09%
+$767.77 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.08%
+$312.69 
IAU iShares Gold Trust
+0.08%
+$4,304.94 
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$1,115.3 
ENB Enbridge Inc.
+0.07%
+$546.96 
CB Chubb Limited
+0.06%
+$344.22 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.06%
+$218.13 
LMUB iShares Long-Term National Muni Bond ETF
+0.06%
+$8,796.48 
GLD SPDR Gold Shares
+0.06%
+$204.38 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$335.36 
AON Aon plc
+0.04%
+$126.69 
TJX The TJX Companies, Inc.
+0.04%
+$501.55 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$88.92 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$14,527.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$103.72 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$8,177.92 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$728.62 
HWM Howmet Aerospace Inc.
+0.03%
+$71.61 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$2,253.72 
CLOA iShares AAA CLO ETF
+0.02%
+$129.99 
ORCL Oracle Corporation
+0.02%
+$852.53 
MCD McDonald's Corporation
+0.01%
+$490.16 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$16.05 
33739E116
0%
$0 
75513E105
0%
$0 
89417E113
0%
$0 
AUTL Autolus Therapeutics plc American Depositary Receipt
0%
$0 
AZN
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
HIMU
0%
$0 
JCI
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
SIRI
0%
$0 
SQ Block, Inc.
0%
$0 
SSB
0%
$0 
ADBE Adobe Inc.
-6.75%
-$20,721.55 
SCWO 374Water Inc.
-5.71%
-$15,170.54 
TKO Tko Group Holdings Inc.
-4.84%
-$17,877.86 
TEM Tempus AI, Inc.
-3.57%
-$20,627.58 
ADSK Autodesk, Inc.
-3.47%
-$33,715.17 
ILMN Illumina, Inc.
-3.15%
-$37,094.03 
BMNR Bitmine Immersion Technologies, Inc.
-2.48%
-$4,736.73 
LLY Eli Lilly and Company
-2.41%
-$235,450.38 
PLTR Palantir Technologies Inc.
-2.36%
-$16,704.55 
CASY Casey's General Stores Inc.
-2.31%
-$10,210.63 
ZTS Zoetis Inc.
-2.25%
-$7,005.24 
NKE Nike, Inc. - Class B
-2.24%
-$8,267.81 
MTN Vail Resorts, Inc.
-2.22%
-$18,386.04 
CALM Cal-Maine Foods Inc.
-2.22%
-$15,358.31 
SHOP Shopify Inc.
-2.02%
-$50,172.77 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$71,608.35 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$11,166.87 
ABT Abbott Laboratories
-1.64%
-$22,614.48 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$250,016 
AAPL Apple Inc.
-1.52%
-$494,613 
LMT Lockheed Martin Corporation
-1.52%
-$5,636.23 
CLX The Clorox Company
-1.51%
-$14,033.36 
MU Micron Technology, Inc.
-1.43%
-$24,726.86 
MRK Merck & Co., Inc.
-1.42%
-$26,091.13 
LHX L3Harris Technologies, Inc.
-1.4%
-$3,784.32 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$19,396.08 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$6,669.75 
AMZN Amazon.com Inc
-1.23%
-$258,534.41 
BA Boeing Company
-1.16%
-$38,810.89 
NFLX Netflix, Inc.
-1.14%
-$30,931.8 
AMT American Tower Corporation
-1.12%
-$8,652.1 
UBER Uber Technologies, Inc.
-1.01%
-$7,037.8 
VIK Viking Holdings Ltd
-1%
-$3,920.88 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$26,745.79 
AVGO Broadcom Inc.
-0.91%
-$100,439.59 
NOW ServiceNow, Inc.
-0.9%
-$3,176.89 
SAIA Saia, Inc.
-0.88%
-$5,457.07 
GLPI Gaming and Leisure Properties, Inc.
-0.84%
-$3,974.8 
SPOT Spotify Technology S.A.
-0.82%
-$1,944 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$3,215.98 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$14,040.15 
OKLO Oklo Inc.
-0.64%
-$1,472.97 
NXP Nuveen Select Tax-Free Income Portfolio
-0.62%
-$915.84 
CSCO Cisco Systems, Inc.
-0.6%
-$56,290.45 
CWEN Clearway Energy Inc.
-0.58%
-$2,282.94 
MDLZ Mondelez International, Inc.
-0.58%
-$15,416.79 
ETN Eaton Corporation plc
-0.57%
-$28,712.25 
NVS Novartis AG Sponsored ADR
-0.55%
-$3,807.12 
BSX Boston Scientific Corporation
-0.55%
-$1,012.7 
BKR Baker Hughes Company
-0.54%
-$1,998.86 
SNPS Synopsys, Inc.
-0.53%
-$6,398.4 
UPS United Parcel Service, Inc.
-0.51%
-$6,641.82 
ISRG Intuitive Surgical, Inc.
-0.45%
-$4,528.22 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,190.04 
NAD Nuveen Quality Municipal Income Fund
-0.42%
-$612.3 
TT Trane Technologies plc
-0.41%
-$1,041.4 
MCK McKesson Corporation
-0.4%
-$2,596.79 
NOC Northrop Grumman Corporation
-0.4%
-$1,898.73 
AMLP Alerian MLP ETF
-0.34%
-$773.64 
CRM Salesforce Inc
-0.34%
-$3,305.68 
NUV Nuveen Municipal Value Fund, Inc.
-0.33%
-$645.54 
DIS The Walt Disney Company
-0.3%
-$8,510.07 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$52,744.64 
META Meta Platforms Inc Class A
-0.26%
-$17,675.62 
SHEL Shell plc
-0.22%
-$1,546.6 
BXSL Blackstone Secured Lending Fund
-0.21%
-$3,903.15 
GRMN Garmin Ltd.
-0.2%
-$4,715.9 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$526.41 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1,319.2 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$526.39 
PAA Plains All American Pipeline, L.P.
-0.18%
-$4,367.12 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,146.24 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$308.88 
MBB iShares MBS ETF
-0.15%
-$19,201.84 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$476.76 
SYSB iShares Systematic Bond ETF
-0.12%
-$1,137.62 
LOW Lowe's Companies Inc.
-0.12%
-$1,183.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$260.4 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$776.02 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$11,281.42 
EPD Enterprise Products Partners L.P.
-0.08%
-$12,075.33 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$375.84 
IGEB iShares Investment Grade Corporate Bond ETF
-0.08%
-$716.55 
IETC iShares U.S. Tech Independence Fund
-0.07%
-$331.04 
INTU Intuit Inc.
-0.07%
-$633.02 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$30,784.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$168.14 
FTSL First Trust Senior Loan ETF
-0.04%
-$107.38 
NLY Annaly Capital Management, Inc.
-0.04%
-$177.19 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$230.37 
FMB First Trust Managed Municipal Fund
-0.04%
-$104.38 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.04%
-$94.86 
IBIT iShares Bitcoin Trust
-0.03%
-$224 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$414.22 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$104.2 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.02%
-$123.47 
OMF OneMain Holdings Inc.
-0.02%
-$100.91 
MUB iShares National Muni Bond ETF
-0.01%
-$2,296.81 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4909 | Longs Won 3201/4909 65% | Profit Factor 4.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.73M |
| Average Win $287,295.36 | Best Trade (Dec 31) $176.24M | Sharpe Ratio -6.7 |
| Average Loss -$114,631.2 | Worst Trade (Jun 14) -$30.49M | Z-Score 3.08 (99.8%) |
| Commissions $0 | Avg. Trade Length 1y 2w 2d | Expectancy $147,451.99 |
| 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% | 0.12% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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