AIM
Advyzon Investment Management LLC Portfolio
Invests via Advyzon Investment Management, LLC | Managed by Advyzon Investment Management, LLC, Brian Huckstep
Invests via Advyzon Investment Management, LLC
Managed by Advyzon Investment Management, LLC, Brian Huckstep
Automatically Tracked
Company Profile
A technology-enabled registered investment adviser that provides model-driven portfolio management and outsourced-CIO solutions to independent advisors and high-net-worth clients. Advyzon Investment Management, LLC combines portfolio construction, risk monitoring and SMA implementation with integrations into advisor-facing SaaS and reporting tools. Capital focus is fee-based discretionary wealth management and institutional-style models; market positioning emphasizes advisor partnership, operational scalability and data-driven portfolio governance.
A technology-enabled registered investment adviser that provides model-driven portfolio management and outsourced-CIO solutions to independent advisors and high-net-worth clients. Advyzon Investment Management, LLC combines portfolio construction, risk monitoring and SMA implementation with integrations into advisor-facing SaaS and reporting tools. Capital focus is fee-based discretionary wealth management and institutional-style models; market positioning emphasizes advisor partnership, operational scalability and data-driven portfolio governance.
Investment Philosophy & Strategy
Technology-enabled RIA delivering model-driven portfolio management and outsourced CIO solutions to advisors and high-net-worth clients. Focuses on fee-based discretionary wealth management and SMA implementation, blending quantitative model governance with pragmatic tax- and cost-aware implementation. Capital allocation favors scalable, repeatable model sleeves and institutional-style diversified strategies; time horizon is multi-year client outcomes rather than short-term alpha. Risk discipline is rules-based monitoring, scenario stress testing and advisor-driven overlay. Market edge is integration with advisor SaaS, automated reporting, and operational scalability to distribute CIO capabilities across independent channels.
Technology-enabled RIA delivering model-driven portfolio management and outsourced CIO solutions to advisors and high-net-worth clients. Focuses on fee-based discretionary wealth management and SMA implementation, blending quantitative model governance with pragmatic tax- and cost-aware implementation. Capital allocation favors scalable, repeatable model sleeves and institutional-style diversified strategies; time horizon is multi-year client outcomes rather than short-term alpha. Risk discipline is rules-based monitoring, scenario stress testing and advisor-driven overlay. Market edge is integration with advisor SaaS, automated reporting, and operational scalability to distribute CIO capabilities across independent channels.
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:
41.61%
Gain -1.86%
Monthly
1.63%
Yearly
21.43%
Drawdown
14.22%
$1.36B
Equity
Holdings
$1.36B
Investment
$1.23B
$160.36M
Profit -$13.02M
Realized
$31.63M
Unrealized
$128.73M
Dividends
$23.09M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.86%
Profit
-$13.02M
Win %
59%
This Week
Compared To Last Week
Gain
-1.8%
Profit
-$24.93M
Win %
59%
This Month
Compared to last month
Gain
-0.47%
Profit
-$6.48M
Win %
59%
This Year
Compared to last year
Gain
-0.94%
Profit
-$12.72M
Win %
60%
BTC Grayscale Bitcoin Mini Trust ETF
+49.25%
+$228,225.02 
GDMN WisdomTree Efficient Gold Plus Miners Fund
+28.46%
+$119,125.58 
TS Tenaris S.A.
+3.69%
+$9,290.33 
TRGP Targa Resources Corp.
+3.59%
+$26,485.71 
CNX CNX Resources Corporation
+3.58%
+$20,735.28 
KMI Kinder Morgan, Inc.
+3.49%
+$19,404.31 
CNQ Canadian Natural Resources Limited
+3.45%
+$10,249.54 
CCI Crown Castle Inc.
+3.21%
+$18,406.44 
EOG EOG Resources, Inc.
+3.17%
+$16,347.03 
COP ConocoPhillips
+3.16%
+$66,489.55 
NOC Northrop Grumman Corporation
+3.12%
+$30,190.23 
TRP TC Energy Corporation
+3.05%
+$10,148.32 
HONA Honeywell Aerospace Inc.
+3.05%
+$4,554.17 
RTX RTX Corporation
+2.98%
+$68,271.3 
IMO Imperial Oil Limited
+2.97%
+$15,885.1 
BTI British American Tobacco p.l.c. ADR
+2.9%
+$33,238.31 
LMT Lockheed Martin Corporation
+2.9%
+$20,206.21 
TTE TotalEnergies SE
+2.73%
+$20,799.9 
CTA Simplify Managed Futures Strategy ETF
+2.65%
+$8,097.96 
NGG National Grid plc Sponsored ADR
+2.58%
+$7,784.64 
COCO The Vita Coco Company, Inc.
+2.45%
+$9,469.18 
AMT American Tower Corporation
+2.39%
+$15,635.63 
CVX Chevron Corporation
+2.33%
+$97,325.89 
XLE Energy Select Sector SPDR Fund
+2.28%
+$170,978.36 
PM Philip Morris International Inc.
+2.26%
+$108,979.88 
CASY Casey's General Stores Inc.
+2.25%
+$14,751.75 
PEP PepsiCo, Inc.
+2.19%
+$24,899.99 
FTI TechnipFMC plc
+2.17%
+$11,890.32 
WEC WEC Energy Group Inc.
+2.16%
+$10,003.9 
COKE Coca-Cola Consolidated Inc.
+2.14%
+$11,593.61 
UL Unilever PLC Sponsored American Depositary Receipt
+2.11%
+$6,972.42 
XOM Exxon Mobil Corporation
+2.1%
+$136,528.04 
AEP American Electric Power Company, Inc.
+2.04%
+$13,296.9 
DUK Duke Energy Corporation
+1.99%
+$9,727.92 
EVRG Evergy Inc.
+1.96%
+$5,686.4 
PEG Public Service Enterprise Group Incorporated
+1.94%
+$3,997.04 
MHD BlackRock MuniHoldings Fund Inc.
+1.93%
+$6,000 
LHX L3Harris Technologies, Inc.
+1.86%
+$4,648.8 
USB U.S. Bancorp
+1.85%
+$14,606.8 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.84%
+$6,191.55 
SRE Sempra
+1.84%
+$7,922.32 
PPL PPL Corporation
+1.83%
+$7,258.23 
SO The Southern Company
+1.82%
+$40,587.48 
ALL Allstate Corporation
+1.81%
+$5,110.97 
CINF Cincinnati Financial Corporation
+1.74%
+$10,946.04 
GD General Dynamics Corporation
+1.73%
+$16,831.21 
TJX The TJX Companies, Inc.
+1.65%
+$10,974.18 
SLDE Slide Insurance Holdings, Inc.
+1.58%
+$11,256.99 
WMB The Williams Companies, Inc.
+1.54%
+$11,674.53 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.54%
+$133,073.33 
TFC Truist Financial Corporation
+1.53%
+$8,572.85 
NOV Nov Inc.
+1.5%
+$9,141.44 
COST Costco Wholesale Corporation
+1.5%
+$18,590.84 
FE FirstEnergy Corp.
+1.48%
+$4,706.1 
MO Altria Group, Inc.
+1.44%
+$22,962.47 
PSX Phillips 66
+1.43%
+$5,776.24 
TRV The Travelers Companies, Inc.
+1.42%
+$9,336.58 
PGR Progressive Corporation
+1.39%
+$16,220.14 
D Dominion Energy, Inc.
+1.39%
+$16,493.75 
HIG The Hartford Insurance Group, Inc.
+1.39%
+$4,612.88 
MDLZ Mondelez International, Inc.
+1.31%
+$9,112.14 
TAP Molson Coors Beverage Company
+1.31%
+$6,835.03 
PIT VanEck Commodity Strategy ETF
+1.3%
+$4,163.19 
TMUS T-Mobile US, Inc.
+1.29%
+$7,184.17 
CB Chubb Limited
+1.29%
+$13,937.77 
XLU Utilities Select Sector SPDR Fund
+1.28%
+$13,694.93 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.24%
+$6,486.09 
HDV iShares Core High Dividend ETF
+1.23%
+$4,347.61 
XEL Xcel Energy Inc.
+1.23%
+$2,451.8 
NEE NextEra Energy, Inc.
+1.2%
+$21,780.65 
GSK GSK plc Sponsored ADR
+1.17%
+$3,594.32 
SHLD Global X Defense Tech ETF
+1.15%
+$13,695.67 
ETR Entergy Corporation
+1.09%
+$4,230.72 
KO The Coca-Cola Company
+1.09%
+$18,179 
MET MetLife Inc.
+1.08%
+$9,654.33 
HG Hamilton Insurance Group, Ltd.
+1.04%
+$3,150.55 
AMLP Alerian MLP ETF
+1.04%
+$5,759.64 
QSR Restaurant Brands International Inc.
+1.03%
+$5,175.6 
WBIY WBI Power Factor High Dividend ETF
+1.01%
+$6,450.48 
PNC The PNC Financial Services Group, Inc.
+1%
+$12,785.04 
MRK Merck & Co., Inc.
+0.98%
+$28,570.4 
GE General Electric Company
+0.95%
+$20,113.1 
LAMR Lamar Advertising Company
+0.94%
+$2,533.99 
CMCSA Comcast Corp
+0.94%
+$7,746.54 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.93%
+$2,327.97 
JPM JPMorgan Chase & Co.
+0.92%
+$64,253.46 
MAR Marriott International Inc. - Class A
+0.92%
+$5,359.58 
COF Capital One Financial Corporation
+0.91%
+$9,361.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.89%
+$6,796.9 
AMTM Amentum Holdings, Inc.
+0.89%
+$1,738.76 
LIN Linde plc
+0.89%
+$6,371.4 
AJG Arthur J. Gallagher & Co.
+0.89%
+$4,826.26 
HWM Howmet Aerospace Inc.
+0.88%
+$11,437.18 
VZ Verizon Communications Inc.
+0.88%
+$13,806 
HSY The Hershey Company
+0.87%
+$3,567.3 
WFC Wells Fargo & Company
+0.86%
+$13,125.25 
JNJ Johnson & Johnson
+0.86%
+$47,375.76 
CME CME Group Inc.
+0.86%
+$7,303.2 
PG Procter & Gamble Co
+0.86%
+$26,743.46 
XLP Consumer Staples Select Sector SPDR Fund
+0.83%
+$16,166.88 
FERG Ferguson Enterprises Inc
+0.79%
+$3,378.62 
CI The Cigna Group
+0.77%
+$2,180.4 
ABBV AbbVie Inc.
+0.77%
+$34,213.08 
ACN Accenture plc Class A
+0.76%
+$10,759.3 
IHG Intercontinental Hotels Group PLC ADR
+0.75%
+$2,165.02 
WMT Walmart Inc.
+0.72%
+$50,017.5 
FAST Fastenal Co.
+0.71%
+$8,061.48 
WPC W. P. Carey Inc.
+0.71%
+$1,405.95 
SPG Simon Property Group, Inc.
+0.7%
+$1,438.58 
VICI Vici Properties Inc.
+0.7%
+$1,384.02 
ORLY O'Reilly Automotive Inc.
+0.67%
+$2,103.94 
MRSH Marsh & McLennan Companies, Inc.
+0.65%
+$7,445.66 
HLT Hilton Worldwide Holdings Inc.
+0.65%
+$4,346.25 
VLO Valero Energy Corporation
+0.65%
+$2,577.6 
ROST Ross Stores, Inc.
+0.64%
+$6,343.5 
EIX Edison International
+0.63%
+$2,148.3 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.63%
+$1,292.61 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.63%
+$13,553.92 
C Citigroup Inc.
+0.62%
+$8,153.53 
IDV iShares International Select Dividend ETF
+0.61%
+$3,392.74 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$9,046.75 
MNST Monster Beverage Corporation
+0.6%
+$6,208.92 
DRI Darden Restaurants, Inc.
+0.59%
+$2,857.68 
CL Colgate-Palmolive Company
+0.56%
+$1,622.92 
WM Waste Management, Inc.
+0.49%
+$2,425.25 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.48%
+$2,151 
NXST Nexstar Media Group Inc.
+0.48%
+$2,693.14 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+0.48%
+$1,329.72 
MCK McKesson Corporation
+0.47%
+$1,553.1 
BLK BlackRock, Inc.
+0.44%
+$10,073.19 
HD The Home Depot, Inc.
+0.43%
+$13,947.23 
MPC Marathon Petroleum Corporation
+0.41%
+$1,635.47 
DFIV Dimensional International Value ETF
+0.41%
+$6,191.14 
HAS Hasbro Inc.
+0.4%
+$1,307.28 
LOW Lowe's Companies Inc.
+0.4%
+$4,775.55 
SYK Stryker Corporation
+0.39%
+$1,368.66 
BNY BlackRock New York Municipal Income Trust
+0.39%
+$2,516.64 
CHD Church & Dwight Co., Inc.
+0.38%
+$1,051.43 
PFE Pfizer Inc.
+0.37%
+$6,039.66 
GTIM Good Times Restaurants Inc.
+0.36%
+$241.25 
FLSP Franklin Systematic Style Premia ETF
+0.34%
+$751.4 
BLBD Blue Bird Corporation
+0.34%
+$1,310.79 
LFVN LifeVantage Corporation
+0.33%
+$1,716.54 
CAOS Alpha Architect Tail Risk ETF
+0.33%
+$996.3 
HRMY Harmony Biosciences Holdings, Inc.
+0.33%
+$2,521 
CM Canadian Imperial Bank of Commerce
+0.32%
+$720 
MHH Mastech Digital Inc.
+0.31%
+$1,733.96 
VALE Vale S.A.
+0.31%
+$753.28 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.3%
+$578.04 
DTH WisdomTree International High Dividend Fund
+0.3%
+$787.95 
TPR Tapestry Inc.
+0.3%
+$2,105.15 
DIV Global X SuperDividend U.S. ETF
+0.29%
+$1,618.6 
FITB Fifth Third Bancorp
+0.28%
+$1,051.82 
T AT&T Inc.
+0.25%
+$2,428.98 
SBUX Starbucks Corporation
+0.25%
+$4,414.56 
XLB Materials Select Sector SPDR Fund
+0.25%
+$963.12 
CARR Carrier Global Corporation
+0.22%
+$449.52 
FNDF Schwab Fundamental International Large Company Index ETF
+0.21%
+$741.17 
BA Boeing Company
+0.2%
+$2,641.06 
TT Trane Technologies plc
+0.18%
+$838.33 
EFV iShares MSCI EAFE Value ETF
+0.18%
+$11,661.48 
CMI Cummins Inc.
+0.18%
+$2,967.42 
STXV Strive 1000 Value ETF
+0.18%
+$7,143.29 
IEV iShares Europe ETF
+0.17%
+$454 
DFIC Dimensional International Core Equity Market ETF
+0.17%
+$773.04 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$1,048.87 
PH Parker-Hannifin Corporation
+0.15%
+$1,052.8 
CGDG Capital Group Dividend Growers ETF
+0.15%
+$1,403.77 
SHYM iShares High Yield Bond ETF
+0.14%
+$557.88 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$4,515.87 
LLY Eli Lilly and Company
+0.14%
+$8,377.65 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$430.11 
NVS Novartis AG Sponsored ADR
+0.13%
+$621 
VYMI Vanguard International High Dividend Yield Index Fund
+0.13%
+$742.82 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.12%
+$343.35 
XLRE The Real Estate Select Sector SPDR Fund
+0.12%
+$263.65 
FISV Fiserv, Inc.
+0.12%
+$371.36 
DGRO iShares Core Dividend Growth ETF
+0.11%
+$669.54 
MCD McDonald's Corporation
+0.11%
+$1,093.04 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.11%
+$327.51 
APD Air Products and Chemicals, Inc.
+0.09%
+$1,481.03 
ADP Automatic Data Processing Inc.
+0.09%
+$1,081.04 
ELAN Elanco Animal Health Incorporated
+0.09%
+$597.88 
V Visa Inc. Class A
+0.08%
+$2,420.17 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.07%
+$926.87 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$180.3 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$1,851.51 
BIIB Biogen Inc.
+0.06%
+$138.2 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$511.07 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$1,234.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$599.14 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.04%
+$1,768.62 
CLOA iShares AAA CLO ETF
+0.04%
+$358.06 
LMUB iShares Long-Term National Muni Bond ETF
+0.04%
+$960 
CPER United States Copper Index Fund
+0.04%
+$145.34 
ITW Illinois Tool Works Inc.
+0.04%
+$136.8 
XLF Financial Select Sector SPDR Fund
+0.04%
+$616.04 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$242.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$336.74 
AVDE Avantis International Equity ETF
+0.03%
+$2,079.27 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$321.48 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$79.87 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.03%
+$74.3 
RSG Republic Services, Inc.
+0.03%
+$337.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,054.9 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.03%
+$67.26 
JMUB JPMorgan Municipal Bond ETF
+0.02%
+$282.48 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$89.34 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$82.83 
FMUB Fidelity Municipal Bond Opportunities ETF
+0.02%
+$775.93 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$130.41 
VYM Vanguard High Dividend Yield ETF
+0.02%
+$223.83 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$79 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$50.87 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.01%
+$35.83 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$82.37 
VTV Vanguard Value ETF
+0.01%
+$970.12 
AVB AvalonBay Communities, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
CLOZ Panagram BBB-B CLO ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
0%
$0 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BBCQ Bleichroeder Acquisition Corp. II
0%
$0 HIMU
HIMU
0%
$0 PMBS
PMBS
0%
$0 NATO
NATO
0%
$0 
IREN IREN Limited
-11.24%
-$18,406.85 
INFQ Infleqtion Inc.
-9.54%
-$24,718.05 
DDOG Datadog, Inc. Class A Common Stock
-7.91%
-$22,576.32 
TQQQ ProShares UltraPro QQQ
-7.46%
-$293,633.41 
PANW Palo Alto Networks, Inc.
-7.35%
-$201,544.4 
STCE Schwab Crypto Thematic ETF
-7.29%
-$43,294.5 
PLTR Palantir Technologies Inc.
-7.25%
-$159,474.72 
FLEX Flex Ltd.
-7.12%
-$23,500.25 
CRWD CrowdStrike Holdings, Inc.
-7.02%
-$124,137.35 
FTNT Fortinet Inc.
-6.98%
-$81,965.8 
STX Seagate Technology Holdings plc
-6.33%
-$44,946.65 
COIN Coinbase Global, Inc.
-6%
-$17,794.35 
ARM Arm Holdings plc American Depositary Receipt
-5.77%
-$28,358.89 
SMR NuScale Power Corporation
-5.61%
-$6,470.13 
HOOD Robinhood Markets, Inc.
-5.38%
-$20,070.4 
NOW ServiceNow, Inc.
-5.36%
-$77,428.65 
SNDK SanDisk Corporation
-5.29%
-$20,732.18 
ARP PMV Adaptive Risk Parity ETF
-5.28%
-$110,451.35 
SPRX Spear Alpha ETF
-5.23%
-$35,203.41 
WDC Western Digital Corporation
-5.23%
-$33,403.61 
SPAM Themes Cybersecurity ETF
-5.19%
-$11,571.76 
INTC Intel Corporation
-5.15%
-$116,298.26 
FN Fabrinet
-5.12%
-$17,846.61 
AMD Advanced Micro Devices, Inc.
-5.1%
-$131,062.09 
CHAT Roundhill Generative AI & Technology ETF
-5%
-$13,715.02 
IGV iShares Expanded Tech-Software Sector ETF
-4.97%
-$14,540.6 
SHOP Shopify Inc.
-4.96%
-$34,988.72 
QLD ProShares Ultra QQQ
-4.96%
-$36,154.52 
ARKK ARK Innovation ETF Fund
-4.94%
-$32,566.77 
MRVL Marvell Technology, Inc.
-4.88%
-$44,881.84 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.83%
-$20,870 
MBLY Mobileye Global Inc.
-4.78%
-$6,615.07 
MITK Mitek Systems Inc.
-4.68%
-$7,827.32 
LITE Lumentum Holdings Inc.
-4.6%
-$17,999.99 
ARKW ARK Next Generation Internet ETF
-4.58%
-$28,328.43 
ORCL Oracle Corporation
-4.57%
-$59,042.24 
BAI iShares A.I. Innovation and Tech Active ETF
-4.48%
-$189,926 
ARTY iShares Future AI & Tech ETF
-4.44%
-$19,312.95 
MU Micron Technology, Inc.
-4.39%
-$186,684.45 
LRCX Lam Research Corporation
-4.37%
-$77,032.92 
JEDI Defiance Drone & Modern Warfare ETF
-4.31%
-$9,635.16 
META Meta Platforms Inc Class A
-4.15%
-$477,145.33 
BLOK Amplify Transformational Data Sharing ETF
-4.06%
-$166,601.82 
ANET Arista Networks, Inc.
-4.02%
-$42,872.62 
GLW Corning Incorporated
-3.89%
-$63,359.33 
AVGO Broadcom Inc.
-3.87%
-$484,305.56 
MASS 908 Devices Inc.
-3.87%
-$5,675.48 
CHRW C.H. Robinson Worldwide, Inc.
-3.83%
-$10,314.74 
IBKR Interactive Brokers Group Inc.
-3.81%
-$32,035.75 
WISE Themes Generat Artificial Intelligence Mutual Fund
-3.8%
-$8,433.75 
KLAC KLA Corporation
-3.78%
-$54,861.83 
ANIK Anika Therapeutics Inc.
-3.77%
-$35,585.16 
CLS Celestica Inc.
-3.68%
-$19,948.99 
ARWR Arrowhead Pharmaceuticals Inc.
-3.67%
-$9,849.15 
AMAT Applied Materials, Inc.
-3.66%
-$95,627.29 
SNPS Synopsys, Inc.
-3.62%
-$8,294.48 
XNTK SPDR NYSE Technology ETF
-3.44%
-$28,766.78 
SOXX iShares Semiconductor ETF
-3.39%
-$174,839.96 
SPHB Invesco S&P 500 High Beta ETF
-3.31%
-$27,742.75 
IESC Ies Holdings Inc.
-3.23%
-$12,463.32 
NXT Nextracker Inc.
-3.23%
-$10,740.6 
DAL Delta Air Lines, Inc.
-3.2%
-$12,832.51 
JBL Jabil Inc.
-3.19%
-$12,865.52 
TSLA Tesla, Inc.
-3.17%
-$86,583.5 
VRT Vertiv Holdings Co
-3.16%
-$17,872.08 
DAVE Dave Inc. Class A Common Stock
-3.15%
-$17,445 
DELL Dell Technologies Inc.
-3.14%
-$27,947.7 
NFLX Netflix, Inc.
-3.06%
-$44,404.44 
POWL Powell Industries Inc.
-3.05%
-$9,570.79 
NICE Nice Ltd. Sponsored ADR
-3.04%
-$11,632.17 
QCOM QUALCOMM Incorporated
-3.03%
-$39,333.53 
FITE SPDR S&P Kensho Future Security ETF
-3.02%
-$10,054.09 
SPCX Space Exploration Technologies Corp. Class A
-2.96%
-$15,210.8 
IDCC InterDigital, Inc.
-2.9%
-$20,779.35 
RPG Invesco S&P 500 Pure Growth ETF
-2.9%
-$149,193.9 
SMH VanEck Semiconductor ETF
-2.9%
-$336,285.74 
IYW iShares U.S. Technology ETF
-2.88%
-$37,480.95 
XLK State Street Technology Select Sector SPDR ETF
-2.84%
-$79,035.66 
VGT Vanguard Information Technology ETF
-2.78%
-$23,344.4 
QXO Qxo Inc.
-2.77%
-$9,027.2 
GARP iShares MSCI USA Quality GARP ETF
-2.75%
-$18,761.62 
FAD First Trust Multi Cap Growth Fund
-2.73%
-$47,380.6 
URA Global X Uranium ETF
-2.71%
-$12,102.02 
GOOGL Alphabet Inc
-2.65%
-$199,006.66 
CRM Salesforce Inc
-2.62%
-$24,760.73 
NMFC New Mountain Finance Corporation
-2.61%
-$4,075.56 
BX Blackstone Inc.
-2.6%
-$13,951.88 
OBDC Blue Owl Capital Corporation
-2.56%
-$5,556.26 
CVNA Carvana Co.
-2.56%
-$9,899.85 
SCHW Charles Schwab Corporation
-2.48%
-$42,955.88 
FBCG Fidelity Blue Chip Growth Fund
-2.47%
-$805,245.12 
MSFT Microsoft Corp.
-2.47%
-$471,733.02 
ETN Eaton Corporation plc
-2.46%
-$25,524.19 
IWO iShares Russell 2000 Growth ETF
-2.44%
-$4,474.22 
QQQ Invesco QQQ Trust, Series 1
-2.44%
-$518,753.08 
MTUM iShares MSCI USA Momentum Factor ETF
-2.42%
-$319,535.72 
ARKX ARK Space & Defense Innovation ETF
-2.41%
-$8,490.72 
GOOG Alphabet Inc
-2.4%
-$177,308.42 
CGGR Capital Group Growth ETF
-2.39%
-$36,744.48 
MGK Vanguard Mega Cap Growth ETF
-2.36%
-$9,135.7 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.32%
-$11,956.32 
MAGS Roundhill Magnificent Seven Fund
-2.32%
-$93,815.74 
ST Sensata Technologies Holding plc
-2.3%
-$15,168.65 
FPX First Trust US Equity Opportunities ETF
-2.3%
-$16,761.99 
IR Ingersoll Rand Inc.
-2.28%
-$4,948.16 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.27%
-$14,225.17 
QQQI Neos NASDAQ-100 High Income ETF
-2.26%
-$4,578.08 
AMZN Amazon.com Inc
-2.25%
-$242,047.1 
IWY iShares Russell Top 200 Growth ETF
-2.23%
-$79,302.76 
Q Qnity Electronics Inc.
-2.22%
-$4,870.46 
VONG Vanguard Russell 1000 Growth Fund
-2.22%
-$10,033.72 
IWF iShares Russell 1000 Growth ETF
-2.21%
-$15,091.92 
CWB SPDR Bloomberg Convertible Securities ETF
-2.2%
-$363,989.78 
VUG Vanguard Growth ETF
-2.2%
-$28,605.9 
FIX Comfort Systems USA, Inc.
-2.18%
-$9,173.21 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.17%
-$105,396.72 
APH Amphenol Corporation
-2.15%
-$83,223 
XLC Communication Services Select Sector SPDR Fund
-2.13%
-$22,440 
PBI Pitney Bowes Inc.
-2.11%
-$16,498 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.1%
-$9,858.13 
PRAA Pra Group Inc.
-2.06%
-$15,299.15 
CSCO Cisco Systems, Inc.
-2.05%
-$90,236.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.05%
-$240,958.1 
SPMO Invesco S&P 500 Momentum ETF
-2.04%
-$83,093.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.03%
-$10,462.98 
VXF Vanguard Extended Market ETF
-2%
-$51,383.41 
PBDC Putnam BDC Income ETF
-1.95%
-$6,624.5 
UBER Uber Technologies, Inc.
-1.94%
-$13,788.96 
VRTX Vertex Pharmaceuticals Incorporated
-1.94%
-$17,139 
USXF iShares ESG Aware MSCI USA ETF
-1.93%
-$4,783.91 
CRTC Xtrackers US National Critical Technologies ETF
-1.92%
-$8,298.26 
VMI Valmont Industries, Inc.
-1.91%
-$7,874.1 
FTQI First Trust Nasdaq BuyWrite Fund
-1.86%
-$8,854.44 
ACCO Acco Brands Corporation
-1.86%
-$13,939.58 
CDNS Cadence Design Systems, Inc.
-1.8%
-$5,093.85 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.8%
-$12,189.97 
BDX Becton, Dickinson and Company
-1.8%
-$11,891.13 
UTHR United Therapeutics Corporation
-1.77%
-$8,497.47 
FESM Fidelity Enhanced Small Cap ETF
-1.75%
-$10,376.92 
FRDM Freedom 100 Emerging Markets ETF
-1.73%
-$13,456.04 
BITO ProShares Bitcoin ETF
-1.73%
-$3,356.92 
STXG Strive 1000 Growth ETF
-1.73%
-$67,746.42 
PWR Quanta Services Inc.
-1.68%
-$14,355.71 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.67%
-$10,451.28 
DE Deere & Company
-1.67%
-$6,658.55 
BKNG Booking Holdings Inc.
-1.67%
-$5,920.2 
MC Moelis & Company
-1.66%
-$8,860.52 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$130,441.82 
IWM iShares Russell 2000 ETF
-1.65%
-$8,326.36 
EEM iShares MSCI Emerging Markets ETF
-1.64%
-$10,240.65 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.64%
-$19,890.94 
AVXC Avantis Emerging Markets Ex China ETF
-1.63%
-$4,944.57 
CAML Congress Large Cap Growth ETF
-1.62%
-$13,437.6 
SCHA Schwab U.S. Small-Cap ETF
-1.62%
-$8,981.17 
AVEM Avantis Emerging Markets Equity ETF
-1.61%
-$75,536.02 
WBIL WBI BullBear Quality 3000 ETF
-1.61%
-$20,380.8 
IBIT iShares Bitcoin Trust
-1.61%
-$22,125.75 
FMAG Fidelity Magellan ETF
-1.6%
-$3,205.31 
BRK-B Berkshire Hathaway Inc.
-1.6%
-$95,058.7 
HODL VanEck Bitcoin ETF
-1.59%
-$5,643.98 
FDS FactSet Research Systems Inc.
-1.58%
-$13,751.76 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.56%
-$5,443.2 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.56%
-$4,237.88 
BLCR iShares Large Cap Core ACT ETF
-1.55%
-$60,260.2 
BOTT Themes Robotic & Automation ETF
-1.55%
-$2,940.42 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.54%
-$3,885.42 
WCMI First Trust WCM International Equity ETF
-1.53%
-$29,103.85 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-1.52%
-$32,631.87 
CGNG Capital Group New Geography Equity ETF
-1.51%
-$10,270.38 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.5%
-$3,184.49 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.5%
-$2,889.95 
CGGO Capital Group Global Growth Equity ETF
-1.48%
-$17,510.4 
CGXU Capital Group International Focus Equity ETF
-1.48%
-$17,715.46 
ARKB Ark 21Shares Bitcoin ETF
-1.47%
-$5,687.2 
PLD Prologis Inc.
-1.47%
-$14,625.18 
DSI iShares MSCI KLD 400 Social ETF
-1.46%
-$3,888 
THIR Thor Index Rotation ETF
-1.46%
-$13,981.49 
ADI Analog Devices, Inc.
-1.45%
-$11,064.97 
BBDC Barings BDC Inc.
-1.45%
-$2,817.87 
REM iShares Mortgage Real Estate ETF
-1.45%
-$2,324.84 
VB Vanguard Small-Cap ETF
-1.45%
-$14,308.14 
NXTG First Trust Indxx NextG ETF
-1.45%
-$10,962.84 
FCX Freeport-McMoRan Inc.
-1.44%
-$4,390.46 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-1.44%
-$56,420.56 
COPX Global X Copper Miners ETF
-1.44%
-$8,506.83 
XMMO Invesco S&P MidCap Momentum ETF
-1.44%
-$3,716.9 
DVYE iShares Emerging Markets Dividend ETF
-1.43%
-$8,104.24 
CEG Constellation Energy Corporation
-1.42%
-$9,863.1 
MORT VanEck Mortgage REIT Income ETF
-1.41%
-$7,595.72 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$14,873.49 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$14,760.46 
BXSL Blackstone Secured Lending Fund
-1.39%
-$4,278.95 
EXEL Exelixis Inc.
-1.38%
-$8,272 
VLUE iShares MSCI USA Value Factor ETF
-1.38%
-$17,436.58 
OEF iShares S&P 100 ETF
-1.37%
-$13,097.83 
EMR Emerson Electric Co.
-1.37%
-$5,081.56 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1.36%
-$14,407.5 
SPEM SPDR Portfolio Emerging Markets ETF
-1.36%
-$166,929.44 
DFUS Dimensional U.S. Equity Market ETF
-1.36%
-$6,866.22 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.36%
-$24,963.49 
EME EMCOR Group, Inc.
-1.35%
-$18,704.48 
GTN Gray Television, Inc.
-1.34%
-$9,261.12 
STXF Strive 500 ETF
-1.34%
-$8,763.6 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-1.34%
-$6,020.04 
SCHM Schwab U.S. Mid-Cap ETF
-1.33%
-$4,461.03 
SCHX Schwab U.S. Large-Cap ETF
-1.32%
-$3,782.8 
ODFL Old Dominion Freight Line, Inc.
-1.31%
-$7,289.05 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$23,861.53 
PFIX Simplify Interest Rate Hedge ETF
-1.31%
-$54,731.04 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.31%
-$9,589.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.3%
-$17,884.22 
PRDO Perdoceo Education Corporation
-1.3%
-$2,995.96 
SBGI Sinclair, Inc.
-1.3%
-$6,848.49 
IWB iShares Russell 1000 ETF
-1.3%
-$8,675.96 
SHW The Sherwin-Williams Company
-1.29%
-$3,745.31 
IBM International Business Machines Corporation
-1.29%
-$21,586.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.29%
-$212,301.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.29%
-$431,999.11 
SMMD iShares Russell 2500 ETF
-1.28%
-$8,141.1 
JVAL JPMorgan U.S. Value Factor ETF
-1.28%
-$3,077.38 
VTHR Vanguard Russell 3000 ETF
-1.28%
-$3,045 
VONE Vanguard Russell 1000 ETF
-1.28%
-$15,926.55 
SCHE Schwab Emerging Markets Equity ETF
-1.27%
-$7,312.16 
XYLD Global X S&P 500 Covered Call ETF
-1.26%
-$12,865.22 
AZN AstraZeneca PLC American Depositary Shares
-1.25%
-$7,304.52 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.25%
-$9,498.06 
GS The Goldman Sachs Group, Inc.
-1.25%
-$8,954.66 
CGUS Capital Group Core Equity ETF
-1.24%
-$47,927.77 
FLQL Franklin U.S. Large Cap Multisector Fund
-1.24%
-$2,728.05 
VOO Vanguard S&P 500 ETF
-1.24%
-$166,442.27 
SIRI Sirius XM Holdings Inc.
-1.23%
-$9,652.02 
ESGU iShares ESG Aware MSCI USA ETF
-1.23%
-$4,453.28 
LEA Lear Corporation
-1.23%
-$7,463.04 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-1.23%
-$14,027.13 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-1.23%
-$7,818.98 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.23%
-$11,841.41 
SPY SPDR S&P 500 ETF Trust
-1.22%
-$93,036.18 
IVV iShares Core S&P 500 ETF
-1.22%
-$528,848.67 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.21%
-$26,338.5 
DFAS Dimensional U.S. Small Cap ETF
-1.2%
-$7,177.84 
SGHC Super Group (SGHC) Limited
-1.2%
-$2,607.53 
URI United Rentals, Inc.
-1.19%
-$18,222.91 
SAP SAP SE Sponsored ADR
-1.19%
-$3,588.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.19%
-$149,503.2 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.19%
-$103,908.76 
VST Vistra Corp
-1.19%
-$5,208.18 
UNH UnitedHealth Group Incorporated
-1.18%
-$52,326.07 
THRO iShares U.S. Thematic Rotation Active ETF
-1.17%
-$55,082.34 
WBIF WBI BullBear Value 3000 ETF
-1.16%
-$11,558.79 
GROZ Zacks Focus Growth ETF
-1.15%
-$12,913.29 
AIT Applied Industrial Technologies Inc.
-1.15%
-$3,195.49 
BALI iShares Adaptive Large Cap ETF
-1.15%
-$3,801.2 
SCCO Southern Copper Corporation
-1.13%
-$7,030.53 
SPHQ Invesco S&P 500 Quality ETF
-1.12%
-$7,343.5 
NUKZ Range Nuclear Renaissance ETF
-1.11%
-$3,579.55 
JADE JPMorgan Active Developing Markets Equity ETF
-1.1%
-$8,121.71 
IJR iShares Core S&P Small-Cap ETF
-1.09%
-$51,672 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.09%
-$4,912.6 
NVDA NVIDIA Corporation
-1.09%
-$214,644.36 
MDY SPDR S&P MidCap 400 ETF Trust
-1.07%
-$2,705.6 
IJH iShares Core S&P Mid-Cap ETF
-1.07%
-$52,783.38 
DHR Danaher Corporation
-1.06%
-$9,414.42 
BDYN iShares Dynamic Equity Active ETF
-1.06%
-$16,580.75 
FHI Federated Hermes Inc.
-1.05%
-$7,718.94 
BFLX iShares Flexible Equity Active ETF
-1.05%
-$4,960.32 
VT Vanguard Total World Stock ETF
-1.05%
-$14,123.28 
XMHQ Invesco S&P MidCap Quality ETF
-1.04%
-$5,061.6 
BR Broadridge Financial Solutions, Inc.
-1.03%
-$2,860.2 
CGDV Capital Group Dividend Value ETF
-1.03%
-$270,442.29 
FDX FedEx Corporation
-1.03%
-$2,080.11 
ARCC Ares Capital Corporation
-1.03%
-$2,165.47 
DFAC Dimensional U.S. Core Equity 2 ETF
-1.03%
-$16,712.1 
QUAL iShares MSCI USA Quality Factor ETF
-1.02%
-$28,969.91 
RCL Royal Caribbean Group
-1.01%
-$7,369.8 
PFF iShares Preferred and Income Securities ETF
-0.99%
-$39,491.33 
MDT Medtronic plc
-0.98%
-$14,139.48 
WTPI WisdomTree Equity Premium Income Fund
-0.96%
-$4,105.6 
DCOR Dimensional US Core Equity 1 ETF
-0.96%
-$4,738.5 
DUHP Dimensional US High Profitability ETF
-0.96%
-$2,217.41 
CGGE Capital Group Global Equity ETF
-0.95%
-$13,590.39 
VOLT Tema Electrification Fund
-0.94%
-$3,600.03 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.93%
-$5,630.56 
VSGX Vanguard ESG International Stock ETF
-0.93%
-$7,285.3 
IWN iShares Russell 2000 Value ETF
-0.92%
-$3,199.92 
MOAT VanEck Morningstar Wide Moat Fund
-0.92%
-$11,866.68 
SLV iShares Silver Trust
-0.9%
-$7,049.86 
TEL TE Connectivity plc
-0.89%
-$11,279.9 
STXK Strive Small-Cap Equity Fund
-0.88%
-$3,885.35 
GILD Gilead Sciences Inc.
-0.88%
-$11,208.81 
SDVD FT Vest Smid Rising Dividend Fund
-0.85%
-$2,079.17 
CRS Carpenter Technology Corporation
-0.84%
-$4,272.51 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.83%
-$20,419.48 
EALT Bear Family of Funds, Inc.
-0.82%
-$5,547.89 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.81%
-$1,533.33 
PSLV Sprott Physical Silver Trust
-0.81%
-$3,152.55 
CRD-A Crawford & Company
-0.81%
-$4,688.4 
PSP Invesco Global Listed Private Equity ETF
-0.8%
-$2,771.1 
MS Morgan Stanley
-0.8%
-$13,367.55 
WBIG WBI BullBear Yield 3000 ETF
-0.79%
-$8,795.4 
VO Vanguard Mid-Cap ETF
-0.79%
-$126,028.8 
GSEP FT Vest US Equity Moderate B Fund
-0.79%
-$3,448.82 
FMAY FT Vest U.S. Equity Buffer ETF
-0.79%
-$2,307.76 
CGBL Capital Group Core Balanced ETF
-0.76%
-$8,133.72 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.74%
-$16,449.84 
STXD Strive 1000 Dividend Growth Fund
-0.74%
-$2,300.41 
GWW W.W. Grainger, Inc.
-0.74%
-$3,815.84 
DAC Danaos Corporation
-0.73%
-$2,565.92 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.71%
-$1,826.12 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.69%
-$24,437.84 
GDXJ VanEck Junior Gold Miners ETF
-0.68%
-$1,861.84 
BUFR FT Vestladder Buffer ETF-USD I
-0.67%
-$4,921.98 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.67%
-$1,992.72 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$11,387.09 
SRET Global X SuperDividend REIT ETF
-0.66%
-$3,066.05 
RDVI FT Vest Rising Dividend Achievers Fund
-0.65%
-$7,364.85 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.65%
-$2,797.13 
MLI Mueller Industries Inc.
-0.64%
-$4,585.62 
TSQ Townsquare Media Inc.
-0.64%
-$2,343.55 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.64%
-$3,032.16 
DJUL FT Vest US Equity Deep Buffer Fund
-0.64%
-$1,500.67 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.63%
-$12,198.96 
RDVY First Trust Rising Dividend Achievers ETF
-0.63%
-$2,448.5 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.62%
-$2,013.48 
URAN Themes Uranium & Nuclear ETF
-0.62%
-$1,110.82 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.62%
-$3,193.51 
HEQT Simplify Hedged Equity ETF
-0.62%
-$2,145.7 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.61%
-$9,817.25 
IXUS iShares Core International Stock ETF
-0.61%
-$16,186.29 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.6%
-$5,775.18 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.6%
-$12,195.5 
DEA Easterly Government Properties, Inc.
-0.59%
-$3,907.67 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$3,264.03 
CORO Ishares International Country Rotational Active ETF
-0.59%
-$15,232.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.57%
-$1,868.45 
AMP Ameriprise Financial, Inc.
-0.57%
-$1,249.82 
IALT iShares Systematic Alternatives Active ETF
-0.57%
-$8,141.47 
SVC Service Properties Trust
-0.56%
-$96.62 
BTU Peabody Energy Corporation
-0.56%
-$2,447.82 
EFG iShares MSCI EAFE Growth ETF
-0.55%
-$32,454.84 
YUM Yum! Brands, Inc.
-0.55%
-$1,708.14 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.54%
-$15,197.69 
EIS iShares MSCI Israel ETF
-0.54%
-$4,013.1 
WST West Pharmaceutical Services, Inc.
-0.53%
-$1,850.72 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.53%
-$46,122.05 
MCO Moody's Corporation
-0.53%
-$1,731.45 
FIW First Trust Water ETF
-0.53%
-$3,482.66 
USMV iShares MSCI USA Min Vol Factor ETF
-0.51%
-$49,639.72 
PAVE Global X U.S. Infrastructure Development ETF
-0.51%
-$1,976.4 
PAYX Paychex Inc.
-0.51%
-$4,950.96 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.5%
-$1,530.34 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.49%
-$2,895.1 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.48%
-$1,751.5 
IWD iShares Russell 1000 Value ETF
-0.48%
-$3,408.68 
DBP Invesco DB Precious Metals Fund
-0.46%
-$1,811.26 
PVAL Putnam Focused Large Cap Value ETF
-0.46%
-$2,828.25 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.46%
-$9,675.54 
AVLV Avantis U.S. Large Cap Value ETF
-0.46%
-$5,820.48 
XAR SPDR S&P Aerospace & Defense ETF
-0.46%
-$7,222.36 
CEF Sprott Physical Gold and Silver Trust
-0.46%
-$1,212.49 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.45%
-$1,892.94 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.45%
-$1,170.01 
DFAT Dimensional US Targeted Value ETF
-0.45%
-$1,020.82 
PRU Prudential Financial, Inc.
-0.45%
-$2,368.08 
CGIC Capital Group International Core Equity ETF
-0.44%
-$3,095.35 
VFLO VictoryShares Free Cash Flow ETF
-0.43%
-$1,042.22 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.43%
-$7,174.89 
ZECP Zacks Earnings Consistent Portfolio
-0.43%
-$21,693.87 
MLN VanEck Long Muni ETF
-0.42%
-$715.19 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.42%
-$16,949.97 
GLD SPDR Gold Shares
-0.42%
-$31,459 
BAR GraniteShares Gold Trust
-0.41%
-$35,951.26 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.41%
-$1,664.6 
SGOL abrdn Physical Gold Shares ETF
-0.4%
-$1,009.6 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.4%
-$35,234.2 
PHYL PGIM Active High Yield Bond ETF
-0.4%
-$20,518.51 
XLV Health Care Select Sector SPDR Fund
-0.4%
-$9,585 
GLDM SPDR Gold MiniShares Trust
-0.4%
-$3,512.52 
VONV Vanguard Russell 1000 Value Index Fund
-0.4%
-$1,178.36 
IAU iShares Gold Trust
-0.39%
-$15,553.17 
EZU iShares MSCI Eurozone ETF
-0.39%
-$1,111.29 
AAPL Apple Inc.
-0.38%
-$64,997.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.38%
-$22,762.97 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.38%
-$1,982.3 
AVUV Avantis U.S. Small Cap Value ETF
-0.37%
-$557.55 
APO Apollo Global Management, Inc.
-0.37%
-$2,394.55 
GRMN Garmin Ltd.
-0.37%
-$1,319.85 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.36%
-$66,184.74 
TTC The Toro Company
-0.36%
-$1,050.47 
OUNZ VanEck Merk Gold Trust
-0.36%
-$1,088.35 
DIS The Walt Disney Company
-0.36%
-$2,590 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.36%
-$792.75 
ASML ASML Holding N.V. New York Registry Shares
-0.36%
-$4,063.81 
CSX CSX Corporation
-0.36%
-$2,592.8 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.36%
-$1,357.55 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.36%
-$857.01 
JEPI JPMorgan Equity Premium Income Fund
-0.35%
-$3,076.47 
CFG Citizens Financial Group, Inc.
-0.35%
-$976.14 
DSU BlackRock Debt Strategies Fund Inc.
-0.35%
-$497.25 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
-0.34%
-$29,321.43 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.34%
-$2,837.59 
UNP Union Pacific Corporation
-0.33%
-$5,939.52 
IWX iShares Russell Top 200 Value ETF
-0.33%
-$1,415.25 
DNOV FT Vest US Equity Deep Buffer Fund
-0.33%
-$767.73 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.33%
-$1,221.39 
DFSV Dimensional US Small Cap Value ETF
-0.33%
-$12,616.12 
THRV Prospera Income ETF
-0.32%
-$2,619.9 
CAT Caterpillar Inc.
-0.32%
-$5,822.14 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
-0.32%
-$1,329.19 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.32%
-$2,783.85 
HYD VanEck High Yield Muni ETF
-0.32%
-$3,893.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.32%
-$27,725.06 
SCHF Schwab International Equity ETF
-0.32%
-$5,111.81 
SRLN SPDR Blackstone Senior Loan ETF
-0.31%
-$1,014.87 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$10,338.12 
FDVV Fidelity High Dividend ETF
-0.31%
-$10,235.49 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.3%
-$1,221.3 
IVE ISHARES S&P 500 VALUE ETF
-0.3%
-$24,891.89 
BALT Inn Defined Wealth Shield Mutual Fund
-0.3%
-$2,088.55 
XLI Industrial Select Sector SPDR Fund
-0.3%
-$3,784.5 
AMGN Amgen Inc.
-0.3%
-$4,868.46 
CRUS Cirrus Logic, Inc.
-0.29%
-$953.92 
PYLD PIMCO Multisector Bond Active ETF
-0.29%
-$1,397.17 
ACU Acme United Corporation
-0.29%
-$2,582.28 
AXP American Express Company
-0.27%
-$2,634.26 
MA Mastercard Incorporated
-0.27%
-$4,013.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$1,686.03 
CTAS Cintas Corporation
-0.27%
-$1,118.13 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.27%
-$747.38 
GEV GE Vernova Inc.
-0.26%
-$3,559.2 
GDX VanEck Gold Miners ETF
-0.25%
-$4,100.08 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.25%
-$22,007.43 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.25%
-$627 
NKE Nike, Inc. - Class B
-0.24%
-$666.54 
SCHV Schwab U.S. Large-Cap Value ETF
-0.23%
-$630 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.23%
-$3,408.26 
SNY Sanofi American Depositary Receipt
-0.22%
-$540.63 
BAC Bank of America Corporation
-0.22%
-$5,492.17 
BNDX Vanguard Total International Bond ETF
-0.22%
-$1,780.8 
AUMI Themes Global Gold Miners ETF
-0.21%
-$686.89 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.21%
-$1,752.28 
ABT Abbott Laboratories
-0.2%
-$2,824.24 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.2%
-$437.15 
TFLR T. Rowe Price Floating Rate ETF
-0.2%
-$8,673.92 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.2%
-$30,441.9 
WELL Welltower Inc.
-0.2%
-$2,282.85 
IGEB iShares Investment Grade Corporate Bond ETF
-0.2%
-$2,438.22 
FIGB Fidelity Investment Grade Bond ETF
-0.19%
-$17,684.72 
EFA iShares MSCI EAFE ETF
-0.18%
-$4,147.51 
QUIZ Zacks Quality International Fund
-0.18%
-$3,987.18 
ITM VanEck Intermediate Muni ETF
-0.18%
-$1,100.32 
MBB iShares MBS ETF
-0.18%
-$1,200.8 
FENI Fidelity Enhanced International ETF
-0.18%
-$28,598.43 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.17%
-$497.9 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.17%
-$849.38 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.17%
-$6,638.66 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.16%
-$1,615.64 
CGCP Capital Group Core Plus Income ETF
-0.16%
-$387.98 
SRVR Pacer Data & Infrastructure Real Estate ETF
-0.16%
-$668.07 
DBA Invesco DB Agriculture Fund
-0.16%
-$590.04 
WTS Watts Water Technologies Inc.
-0.16%
-$454.15 
STXT Strive Total Return Bond ETF
-0.16%
-$1,028.85 
UITB VictoryShares Core Intermediate Bond ETF
-0.15%
-$425.6 
DGCB Dimensional Global Credit Fund
-0.15%
-$381.04 
BMY Bristol-Myers Squibb Company
-0.15%
-$1,200.15 
VGLT Vanguard Long-Term Treasury Fund
-0.15%
-$813.15 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$1,410.64 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.14%
-$1,057.03 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.14%
-$545.75 
CGCB Capital Group Core Bond ETF
-0.14%
-$482.3 
HMOP Hartford Municipal Opportunities ETF
-0.13%
-$984.7 
TLH iShares 10-20 Year Treasury Bond ETF
-0.13%
-$1,164.97 
TLT iShares 20+ Year Treasury Bond ETF
-0.12%
-$1,237.5 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.12%
-$3,410.64 
BKLN Invesco Senior Loan ETF
-0.12%
-$799.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,750.72 
FBND Fidelity Total Bond ETF
-0.11%
-$17,215.7 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.11%
-$2,807.28 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$386.64 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$845.95 
IUSB iShares Core Universal USD Bond ETF
-0.1%
-$4,064.33 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.1%
-$209.93 
GGB Gerdau S.A.
-0.1%
-$79.14 
BND Vanguard Total Bond Market Index Fund
-0.1%
-$21,944.09 
IEUR iShares Core MSCI Europe ETF
-0.1%
-$255.44 
AMCR Amcor plc
-0.09%
-$231.16 
ISRG Intuitive Surgical, Inc.
-0.09%
-$808.64 
VPLS Vanguard Core-Plus Bond ETF
-0.09%
-$1,892.87 
COWZ Pacer US Cash Cows 100 ETF
-0.09%
-$1,732.8 
JBBB Janus Henderson B-BBB CLO ETF
-0.09%
-$220.24 
PHM PulteGroup Inc.
-0.08%
-$176.6 
DXJ WisdomTree Japan Hedged Equity Fund
-0.08%
-$895.8 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$179.6 
SECU iShares Securitized Income Active ETF
-0.08%
-$356.88 
NSC Norfolk Southern Corporation
-0.08%
-$1,049.84 
CAH Cardinal Health Inc.
-0.08%
-$569.23 
IFF International Flavors & Fragrances Inc.
-0.08%
-$180.67 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,482.53 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.07%
-$196.77 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$502.44 
MUB iShares National Muni Bond ETF
-0.06%
-$4,865.31 
VCRB Vanguard Core Bond ETF
-0.06%
-$397.8 
BINC iShares Flexible Income Active ETF
-0.05%
-$895.52 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$258.45 
JPIE JPMorgan Income ETF
-0.04%
-$91.68 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$653.49 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.04%
-$91.26 
SEIX Virtus Seix Senior Loan ETF
-0.04%
-$219.96 
TXN Texas Instruments Inc
-0.04%
-$1,066.56 
CGMU Capital Group Municipal Income ETF
-0.04%
-$1,638.83 
CNXC Concentrix Corporation
-0.04%
-$235.39 
DFAI Dimensional International Core Equity Market ETF
-0.04%
-$174.41 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$684.14 
CVS CVS Health Corporation
-0.03%
-$208.77 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.03%
-$595.34 
FMHI First Trust Municipal High Income Fund
-0.03%
-$114.32 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$528.54 
VNQ Vanguard Real Estate ETF
-0.02%
-$70.02 
FLMI Franklin Dynamic Municipal Bond ETF
-0.02%
-$243.94 
SCMB Schwab Municipal Bond ETF
-0.02%
-$127.95 
CGHM Capital Group Municipal High-Income ETF
-0.02%
-$288.81 
CGW Invesco S&P Global Water Index ETF
-0.01%
-$53.6 
VRIG Invesco Variable Rate Investment Grade ETF
0%
-$7.67 Events
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Dividends
Dividend Analysis
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| Trades 3343 | Longs Won 1987/3343 59% | Profit Factor 5.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,535.38 |
| Average Win $100,404.13 | Best Trade (Oct 15) $6.23M | Sharpe Ratio -8.59 |
| Average Loss -$28,706.68 | Worst Trade (Oct 16) -$1.44M | Z-Score 4.61 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $47,968.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 49,998 | $12.68M | $17.03M | - | $4.36M | 34.38% | -0.38% |
| ABBV AbbVie Inc. | 15,694 | $3.43M | $4.48M | - | $1.05M | 30.65% | +0.769% |
| ABT Abbott Laboratories | 13,136 | $1.55M | $1.37M | - | -$174,479.63 | -11.28% | -0.205% |
| ACCO Acco Brands Corporation | 163,995 | $585,221.13 | $737,157.52 | - | $151,936.39 | 25.96% | -1.856% |
| ACN Accenture plc Class A | 6,329 | $1.53M | $1.43M | - | -$94,824.25 | -6.2% | +0.756% |
| ACU Acme United Corporation | 14,346 | $587,712.55 | $886,295.88 | - | $298,583.33 | 50.8% | -0.291% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,317 | $480,815 | $468,468.72 | - | -$12,346.28 | -2.57% | -0.643% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 40,537 | $842,764 | $838,710.53 | - | -$4,053.47 | -0.48% | -0.337% |
| ADI Analog Devices, Inc. | 1,885 | $451,329.38 | $750,380.8 | - | $299,051.42 | 66.26% | -1.453% |
| ADP Automatic Data Processing Inc. | 4,324 | $1.06M | $1.24M | - | $175,373.11 | 16.53% | +0.088% |
| AEP American Electric Power Company, Inc. | 5,235 | $621,638.43 | $663,955.05 | - | $42,316.62 | 6.81% | +2.044% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,615 | $3.25M | $3.11M | - | -$138,911.01 | -4.28% | -0.121% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 6,221 | $828,948 | $614,199.33 | - | -$214,748.67 | -25.91% | -1.673% |
| AIT Applied Industrial Technologies Inc. | 830 | $280,805 | $273,883.4 | - | -$6,921.6 | -2.46% | -1.153% |
| AJG Arthur J. Gallagher & Co. | 2,174 | $529,198.63 | $548,543.68 | - | $19,345.05 | 3.66% | +0.888% |
| ALL Allstate Corporation | 1,179 | $241,266.31 | $287,599.36 | - | $46,333.05 | 19.2% | +1.809% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 33,001 | $954,129.37 | $957,194 | - | $3,064.63 | 0.32% | -0.6% |
| AMAT Applied Materials, Inc. | 6,082 | $2.6M | $2.52M | - | -$81,740.76 | -3.14% | -3.656% |
| AMCR Amcor plc | 5,779 | $250,528 | $252,542.3 | - | $2,014.3 | 0.8% | -0.091% |
| AMD Advanced Micro Devices, Inc. | 4,573 | $657,587.15 | $2.44M | - | $1.78M | 271.06% | -5.098% |
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FAQ
Which stocks have generated the highest profits for Advyzon Investment Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Semiconductor ETF - $7.24M, Strive 1000 Value ETF - $1.99M, GraniteShares Gold Trust - $1.92M, Service Properties Trust - $1.85M, and VANGUARD TOTAL STOCK MKT ETF - $1.78M. 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: iShares Bitcoin Trust - $501,186.67, iShares Ethereum Trust - $441,251.72, Insulet Corporation - $333,945.22, iShares S&P 100 ETF - $315,681.48, and Corcept Therapeutics Incorporated - $199,474. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Advyzon Investment Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.09M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.08M, SPDR Portfolio Developed World ex-US ETF - $759,892.45, VANGUARD TOTAL STOCK MKT ETF - $654,810.63, VanEck Fallen Angel High Yield Bond ETF - $453,238.88, and Strive 1000 Value ETF - $416,602.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Advyzon Investment Management LLC's monthly returns?
Advyzon Investment Management LLC'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 Advyzon Investment Management LLC's strategy be considered aggressive or moderate?
Advyzon Investment Management LLC'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 Advyzon Investment Management LLC's strategy?
Advyzon Investment Management LLC'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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