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:
44.4%
Gain -1.51%
Monthly
1.85%
Yearly
24.64%
Drawdown
14.22%
$1.37B
Equity
Holdings
$1.37B
Investment
$1.23B
$174M
Profit -$11.81M
Realized
$31.85M
Unrealized
$142.15M
Dividends
$19.73M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.51%
Profit
-$11.81M
Win %
63%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$10.94M
Win %
63%
This Month
Compared to last month
Gain
-0.85%
Profit
-$11.81M
Win %
63%
This Year
Compared to last year
Gain
0.05%
Profit
$916,299.14
Win %
64%
SNDK SanDisk Corporation
+7.39%
+$31,753 
AMD Advanced Micro Devices, Inc.
+6.5%
+$143,500.74 
BTU Peabody Energy Corporation
+5.77%
+$25,203.48 
STX Seagate Technology Holdings plc
+5.65%
+$53,475.89 
INFQ Infleqtion Inc.
+5.58%
+$18,595.28 
LITE Lumentum Holdings Inc.
+5.19%
+$20,578.52 
ELAN Elanco Animal Health Incorporated
+5.15%
+$34,677.04 
GLW Corning Incorporated
+4.7%
+$87,574.99 
POWL Powell Industries Inc.
+4.63%
+$17,341.29 
WDC Western Digital Corporation
+4.41%
+$38,567.39 
JEDI Defiance Drone & Modern Warfare ETF
+4.39%
+$13,824.36 
SBGI Sinclair, Inc.
+3.92%
+$23,243.36 
GTN Gray Television, Inc.
+3.37%
+$26,239.84 
TRGP Targa Resources Corp.
+3.34%
+$23,272.95 
URI United Rentals, Inc.
+2.97%
+$48,511.75 
WMB The Williams Companies, Inc.
+2.96%
+$23,677.91 
MITK Mitek Systems Inc.
+2.75%
+$5,152.16 
FIX Comfort Systems USA, Inc.
+2.69%
+$13,183.29 
CVNA Carvana Co.
+2.56%
+$12,071.43 
FTI TechnipFMC plc
+2.53%
+$15,585.96 
NOV Nov Inc.
+2.42%
+$16,324 
SNPS Synopsys, Inc.
+2.37%
+$4,777.5 
VRT Vertiv Holdings Co
+2.36%
+$17,845.7 
KMI Kinder Morgan, Inc.
+2.31%
+$12,540.75 
MU Micron Technology, Inc.
+2.3%
+$99,762.87 
CVS CVS Health Corporation
+2.28%
+$15,101.03 
HWM Howmet Aerospace Inc.
+2.25%
+$37,689.24 
TXN Texas Instruments Inc
+2.25%
+$59,630.4 
ADI Analog Devices, Inc.
+2.16%
+$15,494.7 
GE General Electric Company
+2.15%
+$52,771.25 
PFIX Simplify Interest Rate Hedge ETF
+2.01%
+$71,580.54 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$12,454.07 
DIS The Walt Disney Company
+1.96%
+$13,273.75 
NOC Northrop Grumman Corporation
+1.94%
+$21,581.09 
PWR Quanta Services Inc.
+1.93%
+$17,264 
GDX VanEck Gold Miners ETF
+1.93%
+$31,682.9 
GDXJ VanEck Junior Gold Miners ETF
+1.9%
+$5,535.19 
LEA Lear Corporation
+1.88%
+$11,531.52 
TS Tenaris S.A.
+1.82%
+$4,226.88 
COP ConocoPhillips
+1.81%
+$33,579.08 
LMT Lockheed Martin Corporation
+1.78%
+$13,945.66 
ST Sensata Technologies Holding plc
+1.78%
+$12,933.27 
TTC The Toro Company
+1.77%
+$4,921.38 
PRAA Pra Group Inc.
+1.73%
+$13,060.25 
CAH Cardinal Health Inc.
+1.7%
+$11,184.75 
CRS Carpenter Technology Corporation
+1.68%
+$12,005.65 
SIRI Sirius XM Holdings Inc.
+1.68%
+$13,541.64 
CI The Cigna Group
+1.64%
+$4,332.37 
SGHC Super Group (SGHC) Limited
+1.6%
+$4,056.15 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$12,255.37 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+1.59%
+$5,561.04 
AUMI Themes Global Gold Miners ETF
+1.59%
+$5,222.66 
XAR SPDR S&P Aerospace & Defense ETF
+1.58%
+$32,465.56 
SLDE Slide Insurance Holdings, Inc.
+1.57%
+$9,143.28 
COF Capital One Financial Corporation
+1.57%
+$18,255.51 
ANIK Anika Therapeutics Inc.
+1.56%
+$15,055.26 
TAP Molson Coors Beverage Company
+1.54%
+$8,711.3 
HG Hamilton Insurance Group, Ltd.
+1.53%
+$4,598.1 
FLEX Flex Ltd.
+1.5%
+$6,231 
FPX First Trust US Equity Opportunities ETF
+1.49%
+$11,804.77 
TTE TotalEnergies SE
+1.47%
+$11,001.57 
MCK McKesson Corporation
+1.44%
+$4,111.54 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$12,969.22 
TRP TC Energy Corporation
+1.39%
+$4,906.86 
XLE Energy Select Sector SPDR Fund
+1.39%
+$95,928.34 
CEG Constellation Energy Corporation
+1.39%
+$9,761.91 
QSR Restaurant Brands International Inc.
+1.37%
+$7,150.5 
GEV GE Vernova Inc.
+1.32%
+$20,509.83 
XMMO Invesco S&P MidCap Momentum ETF
+1.29%
+$3,844.41 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$3,451.84 
T AT&T Inc.
+1.26%
+$12,784.09 
EXEL Exelixis Inc.
+1.25%
+$6,024.69 
LFVN LifeVantage Corporation
+1.23%
+$6,866.16 
ARWR Arrowhead Pharmaceuticals Inc.
+1.23%
+$4,810.05 
FE FirstEnergy Corp.
+1.22%
+$3,974.04 
AIT Applied Industrial Technologies Inc.
+1.21%
+$3,593.91 
MAR Marriott International Inc. - Class A
+1.19%
+$6,343.66 
VST Vistra Corp
+1.18%
+$4,923.61 
LHX L3Harris Technologies, Inc.
+1.17%
+$3,494.42 
CVX Chevron Corporation
+1.16%
+$43,720.7 
APD Air Products and Chemicals, Inc.
+1.13%
+$19,282.11 
RTX RTX Corporation
+1.13%
+$30,465.15 
AMLP Alerian MLP ETF
+1.12%
+$6,506.26 
DAC Danaos Corporation
+1.1%
+$3,428.6 
CM Canadian Imperial Bank of Commerce
+1.09%
+$2,680 
VOLT Tema Electrification Fund
+1.04%
+$4,430.8 
IESC Ies Holdings Inc.
+1.03%
+$11,362.31 
EIX Edison International
+1.03%
+$4,480.74 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$5,219.75 
CME CME Group Inc.
+0.97%
+$7,596.47 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.96%
+$12,952.29 
CNX CNX Resources Corporation
+0.96%
+$5,685.48 
MO Altria Group, Inc.
+0.95%
+$13,367.78 
PPL PPL Corporation
+0.95%
+$3,917.14 
LIN Linde plc
+0.95%
+$6,596.59 
WST West Pharmaceutical Services, Inc.
+0.94%
+$2,950.31 
XOM Exxon Mobil Corporation
+0.94%
+$55,429.86 
SCHW Charles Schwab Corporation
+0.94%
+$18,989.04 
CTA Simplify Managed Futures Strategy ETF
+0.93%
+$2,595.5 
FHI Federated Hermes Inc.
+0.91%
+$7,524.34 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$5,303.17 
ETR Entergy Corporation
+0.87%
+$3,481.92 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$2,461.2 
EOG EOG Resources, Inc.
+0.85%
+$4,048.8 
CFG Citizens Financial Group, Inc.
+0.84%
+$2,750.94 
APH Amphenol Corporation
+0.82%
+$16,169.04 
DIV Global X SuperDividend U.S. ETF
+0.82%
+$4,708.64 
WFC Wells Fargo & Company
+0.81%
+$13,033.47 
AMT American Tower Corporation
+0.8%
+$5,019.29 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.79%
+$19,351.08 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.79%
+$61,082.84 
DRI Darden Restaurants, Inc.
+0.79%
+$3,991.66 
BDX Becton, Dickinson and Company
+0.79%
+$4,886.28 
PM Philip Morris International Inc.
+0.78%
+$35,762.72 
CNQ Canadian Natural Resources Limited
+0.78%
+$2,118.62 
CEF Sprott Physical Gold and Silver Trust
+0.77%
+$2,228.36 
SHLD Global X Defense Tech ETF
+0.77%
+$10,641.24 
MDT Medtronic plc
+0.76%
+$10,378.98 
SDVD FT Vest Smid Rising Dividend Fund
+0.76%
+$1,969.74 
IWO iShares Russell 2000 Growth ETF
+0.75%
+$1,554.64 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.74%
+$14,786.1 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.72%
+$8,383.02 
GD General Dynamics Corporation
+0.72%
+$8,141.37 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.71%
+$31,088.88 
IMO Imperial Oil Limited
+0.7%
+$3,837.14 
IBKR Interactive Brokers Group Inc.
+0.7%
+$6,250.86 
IDV iShares International Select Dividend ETF
+0.7%
+$4,045.19 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$10,476.63 
TEL TE Connectivity plc
+0.69%
+$8,916.1 
TSLA Tesla, Inc.
+0.68%
+$17,391.99 
BAR GraniteShares Gold Trust
+0.68%
+$61,328.62 
OUNZ VanEck Merk Gold Trust
+0.67%
+$2,101.68 
UNH UnitedHealth Group Incorporated
+0.67%
+$29,167.21 
FN Fabrinet
+0.66%
+$3,375.63 
SGOL abrdn Physical Gold Shares ETF
+0.65%
+$1,703.7 
EVRG Evergy Inc.
+0.65%
+$1,919.16 
SPRX Spear Alpha ETF
+0.64%
+$5,084.05 
DBP Invesco DB Precious Metals Fund
+0.64%
+$2,639.36 
RPG Invesco S&P 500 Pure Growth ETF
+0.64%
+$34,781.4 
GLD SPDR Gold Shares
+0.63%
+$49,548.63 
BLOK Amplify Transformational Data Sharing ETF
+0.63%
+$27,406.36 
BAC Bank of America Corporation
+0.62%
+$19,103.39 
STCE Schwab Crypto Thematic ETF
+0.62%
+$4,072.89 
VMI Valmont Industries, Inc.
+0.62%
+$2,787.69 
GLDM SPDR Gold MiniShares Trust
+0.62%
+$5,641.29 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$6,911.43 
IAU iShares Gold Trust
+0.61%
+$25,497 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$4,449.1 
EME EMCOR Group, Inc.
+0.61%
+$9,598.82 
QCOM QUALCOMM Incorporated
+0.61%
+$7,284 
VLUE iShares MSCI USA Value Factor ETF
+0.59%
+$7,778.41 
BA Boeing Company
+0.58%
+$9,564.92 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+0.57%
+$13,105.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$892.09 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.56%
+$2,672.28 
SLV iShares Silver Trust
+0.55%
+$4,851.52 
DBA Invesco DB Agriculture Fund
+0.54%
+$1,966.8 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.54%
+$1,229.45 
VZ Verizon Communications Inc.
+0.54%
+$9,204 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.53%
+$10,997.67 
TT Trane Technologies plc
+0.53%
+$2,504.99 
PSLV Sprott Physical Silver Trust
+0.53%
+$2,311.87 
IWM iShares Russell 2000 ETF
+0.52%
+$2,916.05 
FESM Fidelity Enhanced Small Cap ETF
+0.49%
+$3,172.56 
NXST Nexstar Media Group Inc.
+0.49%
+$3,136.35 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$24,802.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.48%
+$2,371.6 
PAVE Global X U.S. Infrastructure Development ETF
+0.48%
+$2,049.6 
PIT VanEck Commodity Strategy ETF
+0.48%
+$1,368.72 
ACCO Acco Brands Corporation
+0.46%
+$3,279.9 
WELL Welltower Inc.
+0.46%
+$5,190.48 
TPR Tapestry Inc.
+0.46%
+$3,498.7 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$1,104.51 
FAD First Trust Multi Cap Growth Fund
+0.46%
+$8,483.22 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$1,956.21 
IHG Intercontinental Hotels Group PLC ADR
+0.45%
+$1,247.04 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.45%
+$7,699.8 
STXK Strive Small-Cap Equity Fund
+0.44%
+$2,154.43 
XLB Materials Select Sector SPDR Fund
+0.44%
+$1,772.15 
C Citigroup Inc.
+0.43%
+$6,353.4 
PSX Phillips 66
+0.43%
+$1,402 
BAI iShares A.I. Innovation and Tech Active ETF
+0.43%
+$19,580 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.42%
+$1,317.35 
SCHM Schwab U.S. Mid-Cap ETF
+0.41%
+$1,455 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.41%
+$1,995.72 
PRDO Perdoceo Education Corporation
+0.41%
+$885.16 
CPER United States Copper Index Fund
+0.4%
+$1,550.22 
MA Mastercard Incorporated
+0.4%
+$5,456.25 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.4%
+$2,696.16 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$16,148.64 
WTPI WisdomTree Equity Premium Income Fund
+0.39%
+$1,667.9 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$5,449.68 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$16,675.17 
USB U.S. Bancorp
+0.38%
+$3,445 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$51,721.37 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$2,367.16 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.36%
+$9,424.44 
WTS Watts Water Technologies Inc.
+0.36%
+$1,111.09 
ALL Allstate Corporation
+0.36%
+$1,096.46 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$3,740 
PGR Progressive Corporation
+0.35%
+$3,973.44 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$1,224.55 
D Dominion Energy, Inc.
+0.34%
+$4,335.5 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$970.89 
KO The Coca-Cola Company
+0.33%
+$5,271.91 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$790.95 
CCI Crown Castle Inc.
+0.33%
+$1,794 
CDNS Cadence Design Systems, Inc.
+0.32%
+$913.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$877.8 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$16,917.75 
PRU Prudential Financial, Inc.
+0.3%
+$1,730.52 
MNST Monster Beverage Corporation
+0.3%
+$3,219.44 
WCMI First Trust WCM International Equity ETF
+0.3%
+$6,076.06 
PVAL Putnam Focused Large Cap Value ETF
+0.29%
+$1,810.08 
DFIV Dimensional International Value ETF
+0.29%
+$4,576.06 
IWN iShares Russell 2000 Value ETF
+0.29%
+$1,094.26 
CINF Cincinnati Financial Corporation
+0.29%
+$1,884 
ARM Arm Holdings plc American Depositary Receipt
+0.28%
+$1,585.55 
BOTT Themes Robotic & Automation ETF
+0.28%
+$670.29 
HDV iShares Core High Dividend ETF
+0.27%
+$952.64 
FTQI First Trust Nasdaq BuyWrite Fund
+0.27%
+$1,280.16 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$7,805.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$3,914.46 
VO Vanguard Mid-Cap ETF
+0.26%
+$43,322.4 
VNQ Vanguard Real Estate ETF
+0.25%
+$875.25 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.25%
+$1,082.76 
VB Vanguard Small-Cap ETF
+0.24%
+$2,567.25 
XEL Xcel Energy Inc.
+0.24%
+$506.35 
DAVE Dave Inc. Class A Common Stock
+0.24%
+$1,200.03 
VXF Vanguard Extended Market ETF
+0.23%
+$6,457.79 
CAT Caterpillar Inc.
+0.23%
+$4,860.06 
SMMD iShares Russell 2500 ETF
+0.23%
+$1,554.22 
MBLY Mobileye Global Inc.
+0.23%
+$372.68 
DTH WisdomTree International High Dividend Fund
+0.22%
+$618.93 
AAPL Apple Inc.
+0.22%
+$33,498.66 
WEC WEC Energy Group Inc.
+0.22%
+$1,046.16 
BLBD Blue Bird Corporation
+0.22%
+$941.08 
SRET Global X SuperDividend REIT ETF
+0.21%
+$1,132.08 
MRK Merck & Co., Inc.
+0.21%
+$5,834.8 
LAMR Lamar Advertising Company
+0.21%
+$597.3 
MCD McDonald's Corporation
+0.21%
+$2,438.28 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.21%
+$619.69 
COPX Global X Copper Miners ETF
+0.21%
+$1,314.36 
NEE NextEra Energy, Inc.
+0.21%
+$4,126.81 
TFC Truist Financial Corporation
+0.21%
+$1,318.88 
FITB Fifth Third Bancorp
+0.21%
+$901.57 
VTV Vanguard Value ETF
+0.2%
+$22,312.13 
PG Procter & Gamble Co
+0.2%
+$5,745.1 
BLCR iShares Large Cap Core ACT ETF
+0.2%
+$7,826 
MET MetLife Inc.
+0.2%
+$1,690.62 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$2,436.51 
CWB SPDR Bloomberg Convertible Securities ETF
+0.19%
+$34,017.8 
WPC W. P. Carey Inc.
+0.18%
+$401.7 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$857.23 
AEP American Electric Power Company, Inc.
+0.17%
+$1,151.7 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$1,536.7 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$1,159.5 
STXV Strive 1000 Value ETF
+0.17%
+$6,837.15 
ROST Ross Stores, Inc.
+0.16%
+$1,691.56 
EIS iShares MSCI Israel ETF
+0.16%
+$1,234.8 
GILD Gilead Sciences Inc.
+0.16%
+$1,780.46 
EZU iShares MSCI Eurozone ETF
+0.15%
+$479.38 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$526.48 
WM Waste Management, Inc.
+0.15%
+$756.48 
CRD-A Crawford & Company
+0.15%
+$937.68 
PEG Public Service Enterprise Group Incorporated
+0.14%
+$323.29 
IFF International Flavors & Fragrances Inc.
+0.14%
+$309.73 
FLSP Franklin Systematic Style Premia ETF
+0.14%
+$300.56 
XMHQ Invesco S&P MidCap Quality ETF
+0.13%
+$674.88 
AVDE Avantis International Equity ETF
+0.13%
+$8,317.08 
DFIC Dimensional International Core Equity Market ETF
+0.13%
+$594.65 
MDLZ Mondelez International, Inc.
+0.13%
+$883.6 
PEP PepsiCo, Inc.
+0.12%
+$1,509 
LOW Lowe's Companies Inc.
+0.12%
+$1,540.5 
CLOZ Panagram BBB-B CLO ETF
+0.11%
+$776.22 
SCHV Schwab U.S. Large-Cap Value ETF
+0.11%
+$315 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.11%
+$669.42 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$3,711.12 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$2,020.77 
TRV The Travelers Companies, Inc.
+0.1%
+$615.58 
XYLD Global X S&P 500 Covered Call ETF
+0.1%
+$970.96 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.1%
+$3,621.09 
GWW W.W. Grainger, Inc.
+0.1%
+$487.62 
UBER Uber Technologies, Inc.
+0.09%
+$699.44 
NXTG First Trust Indxx NextG ETF
+0.08%
+$656.71 
AVB AvalonBay Communities, Inc.
+0.08%
+$177.9 
VICI Vici Properties Inc.
+0.08%
+$167.76 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$4,825.44 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.07%
+$6,217.8 
CAOS Alpha Architect Tail Risk ETF
+0.07%
+$215.87 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$348.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$5,040.92 
IEV iShares Europe ETF
+0.05%
+$145.28 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.05%
+$326.89 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.05%
+$134.52 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$346.3 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$1,234.4 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$406.7 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.04%
+$1,056.18 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$89.8 
CSX CSX Corporation
+0.04%
+$296.32 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.04%
+$3,388.45 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$106.5 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$1,365.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$7,353.86 
SCHF Schwab International Equity ETF
+0.04%
+$601.39 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$2,804.77 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$158 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$95.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$288.63 
ARKX ARK Space & Defense Innovation ETF
+0.03%
+$115.52 
HEQT Simplify Hedged Equity ETF
+0.03%
+$99.8 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$72.98 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.03%
+$2,196.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,643.92 
JPIE JPMorgan Income ETF
+0.02%
+$45.84 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.02%
+$52.25 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.02%
+$456.94 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.02%
+$246.09 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$89.34 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$298.08 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$82.83 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$101.74 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.02%
+$70.06 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$114.28 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.02%
+$71.66 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$318.52 
QQQI Neos NASDAQ-100 High Income ETF
+0.02%
+$36.92 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$36 
VSGX Vanguard ESG International Stock ETF
+0.01%
+$98.45 
SO The Southern Company
+0.01%
+$250.54 
CLOA iShares AAA CLO ETF
+0.01%
+$89.52 
ARP PMV Adaptive Risk Parity ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
COCO The Vita Coco Company, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
HAS Hasbro Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSQ Townsquare Media Inc.
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DNOV FT Vest US Equity Deep Buffer Fund
0%
$0 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
0%
$0 
GDMN WisdomTree Efficient Gold Plus Miners Fund
0%
$0 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
SEIX Virtus Seix Senior Loan ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 PMBS
PMBS
0%
$0 NATO
NATO
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$902,124.29 
AMAT Applied Materials, Inc.
-5.12%
-$166,403.46 
GTIM Good Times Restaurants Inc.
-4.91%
-$3,860 
SMR NuScale Power Corporation
-4.67%
-$8,626.84 
HOOD Robinhood Markets, Inc.
-3.83%
-$13,655.04 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$62,050.56 
ORCL Oracle Corporation
-3.65%
-$54,811.2 
CLS Celestica Inc.
-3.62%
-$21,625.04 
BX Blackstone Inc.
-3.61%
-$26,432.66 
COIN Coinbase Global, Inc.
-3.53%
-$8,764 
FTNT Fortinet Inc.
-3.28%
-$35,045.26 
PANW Palo Alto Networks, Inc.
-2.96%
-$86,884.18 
NXT Nextracker Inc.
-2.95%
-$12,252.24 
NICE Nice Ltd. Sponsored ADR
-2.84%
-$9,965.67 
MC Moelis & Company
-2.8%
-$18,973.07 
PLTR Palantir Technologies Inc.
-2.78%
-$54,510.98 
KLAC KLA Corporation
-2.7%
-$47,036.25 
PAYX Paychex Inc.
-2.69%
-$29,882.61 
SHOP Shopify Inc.
-2.66%
-$16,663.14 
CRM Salesforce Inc
-2.56%
-$19,747.28 
NOW ServiceNow, Inc.
-2.55%
-$31,573.75 
QXO Qxo Inc.
-2.55%
-$11,065.6 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$10,852.4 
LLY Eli Lilly and Company
-2.38%
-$142,123.37 
ANET Arista Networks, Inc.
-2.36%
-$27,585.54 
ODFL Old Dominion Freight Line, Inc.
-2.21%
-$13,980.12 
DAL Delta Air Lines, Inc.
-2.15%
-$10,060.68 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$18,600.6 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$5,869.59 
HONA Honeywell Aerospace Inc.
-2.03%
-$3,160.2 
FISV Fiserv, Inc.
-2%
-$7,494.72 
INTC Intel Corporation
-1.97%
-$48,793.16 
APO Apollo Global Management, Inc.
-1.96%
-$16,271.46 
JBL Jabil Inc.
-1.96%
-$10,185.75 
GSK GSK plc Sponsored ADR
-1.84%
-$5,813.43 
YUM Yum! Brands, Inc.
-1.82%
-$5,638.94 
ARKK ARK Innovation ETF Fund
-1.8%
-$11,471.53 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-1.71%
-$3,545.92 
ISRG Intuitive Surgical, Inc.
-1.69%
-$14,385.24 
ORLY O'Reilly Automotive Inc.
-1.65%
-$5,455.97 
OBDC Blue Owl Capital Corporation
-1.59%
-$3,983.73 
SCCO Southern Copper Corporation
-1.59%
-$9,189.02 
ARCC Ares Capital Corporation
-1.58%
-$3,553.6 
CSCO Cisco Systems, Inc.
-1.58%
-$71,787.95 
RCL Royal Caribbean Group
-1.57%
-$12,663.6 
IREN IREN Limited
-1.56%
-$3,772.99 
CNXC Concentrix Corporation
-1.53%
-$8,944.82 
SPAM Themes Cybersecurity ETF
-1.52%
-$3,475.65 
FDX FedEx Corporation
-1.39%
-$3,212.22 
PBI Pitney Bowes Inc.
-1.38%
-$10,396 
LRCX Lam Research Corporation
-1.38%
-$29,518.33 
UNP Union Pacific Corporation
-1.38%
-$25,428.69 
BXSL Blackstone Secured Lending Fund
-1.32%
-$4,215.09 
FDS FactSet Research Systems Inc.
-1.28%
-$10,649.34 
FERG Ferguson Enterprises Inc
-1.28%
-$5,968.86 
PSP Invesco Global Listed Private Equity ETF
-1.28%
-$5,111.14 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$11,612.85 
BBDC Barings BDC Inc.
-1.27%
-$2,705.16 
BMY Bristol-Myers Squibb Company
-1.27%
-$10,934.7 
GGB Gerdau S.A.
-1.25%
-$949.62 
VALE Vale S.A.
-1.23%
-$3,201.44 
NKE Nike, Inc. - Class B
-1.21%
-$3,703 
IBM International Business Machines Corporation
-1.19%
-$20,157.29 
PBDC Putnam BDC Income ETF
-1.19%
-$4,504.66 
ADP Automatic Data Processing Inc.
-1.18%
-$14,139.57 
IR Ingersoll Rand Inc.
-1.11%
-$2,484.42 
ARKW ARK Next Generation Internet ETF
-1.11%
-$6,537.28 
TJX The TJX Companies, Inc.
-1.1%
-$7,838.7 
MLI Mueller Industries Inc.
-1.08%
-$8,465.76 
CL Colgate-Palmolive Company
-1.05%
-$3,058.58 
HSY The Hershey Company
-1.02%
-$4,626.5 
NSC Norfolk Southern Corporation
-1.02%
-$13,890.76 
MASS 908 Devices Inc.
-0.99%
-$1,233.8 
WISE Themes Generat Artificial Intelligence Mutual Fund
-0.99%
-$2,563.85 
HRMY Harmony Biosciences Holdings, Inc.
-0.99%
-$7,663.84 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$3,013.72 
AMZN Amazon.com Inc
-0.94%
-$104,944.1 
AMTM Amentum Holdings, Inc.
-0.92%
-$2,045.6 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$4,459.5 
CARR Carrier Global Corporation
-0.9%
-$2,135.22 
AJG Arthur J. Gallagher & Co.
-0.9%
-$4,956.72 
ACN Accenture plc Class A
-0.9%
-$10,126.46 
META Meta Platforms Inc Class A
-0.86%
-$79,836 
CASY Casey's General Stores Inc.
-0.86%
-$7,146.77 
SPG Simon Property Group, Inc.
-0.85%
-$1,901.34 
DSU BlackRock Debt Strategies Fund Inc.
-0.84%
-$1,326 
HD The Home Depot, Inc.
-0.83%
-$30,007.65 
SBUX Starbucks Corporation
-0.79%
-$15,818.84 
BLK BlackRock, Inc.
-0.77%
-$18,538.83 
NMFC New Mountain Finance Corporation
-0.77%
-$1,358.52 
AMCR Amcor plc
-0.76%
-$2,022.66 
DELL Dell Technologies Inc.
-0.75%
-$6,963.42 
BR Broadridge Financial Solutions, Inc.
-0.71%
-$1,954.49 
ARKB Ark 21Shares Bitcoin ETF
-0.71%
-$2,132.7 
CGUS Capital Group Core Equity ETF
-0.71%
-$28,243.14 
MCO Moody's Corporation
-0.71%
-$2,349.35 
URA Global X Uranium ETF
-0.71%
-$3,951.68 
DHR Danaher Corporation
-0.71%
-$5,510.88 
BITO ProShares Bitcoin ETF
-0.7%
-$1,060.08 
CGDV Capital Group Dividend Value ETF
-0.7%
-$190,899.38 
HODL VanEck Bitcoin ETF
-0.7%
-$1,906.75 
IBIT iShares Bitcoin Trust
-0.7%
-$7,375.25 
STXD Strive 1000 Dividend Growth Fund
-0.69%
-$2,206.85 
XNTK SPDR NYSE Technology ETF
-0.68%
-$5,757.96 
SHW The Sherwin-Williams Company
-0.68%
-$2,106.98 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$6,866.47 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$6,806.24 
JNJ Johnson & Johnson
-0.66%
-$37,595.86 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.66%
-$3,397.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.64%
-$1,701 
EMR Emerson Electric Co.
-0.63%
-$2,380.58 
MHH Mastech Digital Inc.
-0.63%
-$4,334.9 
AMGN Amgen Inc.
-0.63%
-$9,925.66 
SAP SAP SE Sponsored ADR
-0.63%
-$1,754.09 
FAST Fastenal Co.
-0.62%
-$7,165.76 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$3,577.85 
WBIF WBI BullBear Value 3000 ETF
-0.62%
-$6,298.32 
CGGR Capital Group Growth ETF
-0.61%
-$9,347.28 
ACU Acme United Corporation
-0.61%
-$5,308.02 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.6%
-$10,363.73 
BKNG Booking Holdings Inc.
-0.6%
-$2,745.6 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$13,635 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$16,768.63 
CTAS Cintas Corporation
-0.59%
-$2,335.22 
MOAT VanEck Morningstar Wide Moat Fund
-0.59%
-$7,794.78 
DE Deere & Company
-0.58%
-$2,160.37 
GARP iShares MSCI USA Quality GARP ETF
-0.57%
-$4,005.75 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$32,857 
CAML Congress Large Cap Growth ETF
-0.56%
-$4,825.32 
TLH iShares 10-20 Year Treasury Bond ETF
-0.56%
-$5,032.8 
GRMN Garmin Ltd.
-0.56%
-$2,174.58 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,608.2 
COKE Coca-Cola Consolidated Inc.
-0.55%
-$2,785.65 
SYK Stryker Corporation
-0.55%
-$2,227.81 
ABBV AbbVie Inc.
-0.54%
-$21,343.84 
CHRW C.H. Robinson Worldwide, Inc.
-0.52%
-$1,460.16 
MLN VanEck Long Muni ETF
-0.51%
-$919.53 
FCX Freeport-McMoRan Inc.
-0.51%
-$1,477.98 
BTI British American Tobacco p.l.c. ADR
-0.51%
-$5,720.52 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$2,761.08 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$4,957.85 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.49%
-$1,530.34 
SVC Service Properties Trust
-0.49%
-$110.42 
ARTY iShares Future AI & Tech ETF
-0.49%
-$2,268.6 
USXF iShares ESG Aware MSCI USA ETF
-0.47%
-$1,221.32 
MS Morgan Stanley
-0.47%
-$9,403.38 
TQQQ ProShares UltraPro QQQ
-0.47%
-$19,184.76 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$1,768.2 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$5,309.55 
DUK Duke Energy Corporation
-0.46%
-$2,349.54 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.44%
-$1,308.02 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$1,225.25 
VUG Vanguard Growth ETF
-0.43%
-$5,648.76 
GROZ Zacks Focus Growth ETF
-0.43%
-$4,806.02 
MHD BlackRock MuniHoldings Fund Inc.
-0.43%
-$1,500 
IYW iShares U.S. Technology ETF
-0.42%
-$5,483.79 
TMUS T-Mobile US, Inc.
-0.42%
-$2,725.03 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$20,268.6 
CGBL Capital Group Core Balanced ETF
-0.41%
-$4,647.84 
WBIG WBI BullBear Yield 3000 ETF
-0.41%
-$4,602.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$2,636.33 
ETN Eaton Corporation plc
-0.4%
-$4,682.81 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$11,185.76 
BNDX Vanguard Total International Bond ETF
-0.4%
-$3,222.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$46,529.01 
BIIB Biogen Inc.
-0.39%
-$819.99 
WMT Walmart Inc.
-0.39%
-$26,325 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.39%
-$800.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$2,016.96 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$7,127.47 
DGCB Dimensional Global Credit Fund
-0.38%
-$962.13 
WBIL WBI BullBear Quality 3000 ETF
-0.38%
-$4,937.18 
HYD VanEck High Yield Muni ETF
-0.37%
-$4,772.61 
LMUB iShares Long-Term National Muni Bond ETF
-0.37%
-$9,652.19 
VLO Valero Energy Corporation
-0.36%
-$1,118.75 
V Visa Inc. Class A
-0.36%
-$10,149.26 
VGT Vanguard Information Technology ETF
-0.35%
-$2,952.38 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.34%
-$2,951.2 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$4,789.05 
AXP American Express Company
-0.34%
-$3,604.71 
IWY iShares Russell Top 200 Growth ETF
-0.34%
-$12,041.61 
MAGS Roundhill Magnificent Seven Fund
-0.34%
-$12,805.71 
CGDG Capital Group Dividend Growers ETF
-0.33%
-$3,317.99 
OEF iShares S&P 100 ETF
-0.33%
-$3,153.39 
SCHE Schwab Emerging Markets Equity ETF
-0.33%
-$1,907.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$805.06 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.32%
-$2,439.3 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.32%
-$1,266.14 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$19,669.6 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.31%
-$1,352.1 
MBB iShares MBS ETF
-0.31%
-$2,176.45 
GS The Goldman Sachs Group, Inc.
-0.31%
-$2,587.23 
CGCB Capital Group Core Bond ETF
-0.31%
-$1,102.4 
UTHR United Therapeutics Corporation
-0.31%
-$1,365.96 
CGW Invesco S&P Global Water Index ETF
-0.3%
-$1,204.6 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$3,805.1 
FMHI First Trust Municipal High Income Fund
-0.3%
-$1,426.57 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.3%
-$44,279.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$9,257.55 
CRTC Xtrackers US National Critical Technologies ETF
-0.3%
-$1,284.14 
MSFT Microsoft Corp.
-0.3%
-$52,454.51 
QLD ProShares Ultra QQQ
-0.3%
-$2,210.32 
STXG Strive 1000 Growth ETF
-0.3%
-$11,752 
FIGB Fidelity Investment Grade Bond ETF
-0.29%
-$27,632.37 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$2,037.96 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$1,307.21 
PH Parker-Hannifin Corporation
-0.28%
-$2,271.06 
PHM PulteGroup Inc.
-0.28%
-$687.85 
MUB iShares National Muni Bond ETF
-0.28%
-$22,455.3 
TFLR T. Rowe Price Floating Rate ETF
-0.28%
-$12,221.57 
DEA Easterly Government Properties, Inc.
-0.28%
-$2,104.13 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$530.04 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$5,506.52 
AVXC Avantis Emerging Markets Ex China ETF
-0.28%
-$866.26 
CGHM Capital Group Municipal High-Income ETF
-0.27%
-$4,043.27 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$5,487.2 
MPC Marathon Petroleum Corporation
-0.27%
-$784.69 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$6,342.48 
DVYE iShares Emerging Markets Dividend ETF
-0.27%
-$1,444.32 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.26%
-$581.58 
DFCF Dimensional Core Fixed Income ETF
-0.26%
-$945.12 
ITM VanEck Intermediate Muni ETF
-0.26%
-$1,650.48 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.26%
-$3,852.81 
DXJ WisdomTree Japan Hedged Equity Fund
-0.26%
-$2,806.84 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.26%
-$1,171.32 
WBIY WBI Power Factor High Dividend ETF
-0.25%
-$1,755.96 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.25%
-$502.6 
CB Chubb Limited
-0.25%
-$2,640.17 
CGGE Capital Group Global Equity ETF
-0.25%
-$3,706.47 
ESGU iShares ESG Aware MSCI USA ETF
-0.25%
-$899.22 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.24%
-$1,270.71 
FLMI Franklin Dynamic Municipal Bond ETF
-0.24%
-$2,927.28 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$9,782.85 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.24%
-$531.62 
RSG Republic Services, Inc.
-0.24%
-$2,646.85 
IGEB iShares Investment Grade Corporate Bond ETF
-0.24%
-$3,011.93 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$22,910.64 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$53,292.79 
FIW First Trust Water ETF
-0.23%
-$1,602.64 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$28,727.28 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$661.99 
BDYN iShares Dynamic Equity Active ETF
-0.23%
-$3,675.82 
BFLX iShares Flexible Equity Active ETF
-0.23%
-$1,092.18 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$10,864.77 
SMH VanEck Semiconductor ETF
-0.22%
-$27,018.99 
HMOP Hartford Municipal Opportunities ETF
-0.22%
-$1,673.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$6,849.15 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$1,339.09 
URAN Themes Uranium & Nuclear ETF
-0.21%
-$454.18 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.21%
-$2,129.75 
DUHP Dimensional US High Profitability ETF
-0.21%
-$486.63 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.21%
-$1,270.05 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$2,609.1 
ZECP Zacks Earnings Consistent Portfolio
-0.21%
-$10,518.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$695.96 
FBCG Fidelity Blue Chip Growth Fund
-0.21%
-$68,419.52 
STXT Strive Total Return Bond ETF
-0.2%
-$1,371.8 
Q Qnity Electronics Inc.
-0.2%
-$530.99 
FDVV Fidelity High Dividend ETF
-0.2%
-$7,003.23 
MORT VanEck Mortgage REIT Income ETF
-0.2%
-$1,381.04 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.2%
-$1,855.9 
AMP Ameriprise Financial, Inc.
-0.2%
-$498.18 
FBND Fidelity Total Bond ETF
-0.2%
-$30,988.6 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$1,957.05 
STXF Strive 500 ETF
-0.2%
-$1,308 
JVAL JPMorgan U.S. Value Factor ETF
-0.2%
-$489.12 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$15,193.34 
UITB VictoryShares Core Intermediate Bond ETF
-0.2%
-$547.2 
VTHR Vanguard Russell 3000 ETF
-0.2%
-$468.99 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$931.45 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.19%
-$470.04 
VOO Vanguard S&P 500 ETF
-0.19%
-$25,402.76 
VPLS Vanguard Core-Plus Bond ETF
-0.19%
-$4,164.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$30,847.18 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.19%
-$5,305.44 
NGG National Grid plc Sponsored ADR
-0.18%
-$572.39 
IVV iShares Core S&P 500 ETF
-0.18%
-$80,026.64 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$443.39 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.18%
-$1,450.2 
THIR Thor Index Rotation ETF
-0.17%
-$1,706.1 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.17%
-$7,369.4 
XLF Financial Select Sector SPDR Fund
-0.17%
-$3,080.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$3,420.7 
VCRB Vanguard Core Bond ETF
-0.17%
-$1,123.56 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.17%
-$1,650.05 
CGMU Capital Group Municipal Income ETF
-0.17%
-$7,374.73 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$843.23 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.16%
-$1,154.08 
QUIZ Zacks Quality International Fund
-0.16%
-$3,786.28 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$6,808.85 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.16%
-$3,511.8 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.15%
-$3,572.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$2,128.1 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$2,118.6 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.15%
-$571.6 
IWB iShares Russell 1000 ETF
-0.15%
-$985.18 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.14%
-$723.06 
VONE Vanguard Russell 1000 ETF
-0.14%
-$1,825.22 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.14%
-$18,121.6 
SNY Sanofi American Depositary Receipt
-0.14%
-$360.42 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$29,242 
CGNG Capital Group New Geography Equity ETF
-0.14%
-$968.9 
FITE SPDR S&P Kensho Future Security ETF
-0.13%
-$495.84 
JADE JPMorgan Active Developing Markets Equity ETF
-0.13%
-$1,026.72 
GOOGL Alphabet Inc
-0.13%
-$9,885.86 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.13%
-$5,042.51 
PLD Prologis Inc.
-0.13%
-$1,415.43 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$10,111.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$1,029.33 
IDCC InterDigital, Inc.
-0.12%
-$917.74 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.12%
-$926.69 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.12%
-$782.46 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.12%
-$264.25 
SCMB Schwab Municipal Bond ETF
-0.12%
-$767.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$39,915.93 
GOOG Alphabet Inc
-0.12%
-$8,570.59 
IWX iShares Russell Top 200 Value ETF
-0.12%
-$490.62 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$1,588.92 
PHYL PGIM Active High Yield Bond ETF
-0.12%
-$6,079.56 
FMAG Fidelity Magellan ETF
-0.11%
-$234.78 
SHYM iShares High Yield Bond ETF
-0.11%
-$464.9 
CRUS Cirrus Logic, Inc.
-0.11%
-$387.54 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$682.71 
NFLX Netflix, Inc.
-0.1%
-$1,600.16 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$6,279.44 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.1%
-$257.2 
BBCQ Bleichroeder Acquisition Corp. II
-0.1%
-$419.23 
CHAT Roundhill Generative AI & Technology ETF
-0.1%
-$296.37 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$516.9 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$810.74 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.09%
-$556.75 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$186.6 
NUKZ Range Nuclear Renaissance ETF
-0.09%
-$330.4 
VT Vanguard Total World Stock ETF
-0.09%
-$1,191.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.08%
-$669.92 
SRE Sempra
-0.08%
-$368.48 
FMAY FT Vest U.S. Equity Buffer ETF
-0.08%
-$233.31 
COST Costco Wholesale Corporation
-0.08%
-$951.76 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$771.54 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.08%
-$198.12 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$2,580.5 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.08%
-$167.33 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$1,120.26 
JPM JPMorgan Chase & Co.
-0.07%
-$5,614.17 
SRLN SPDR Blackstone Senior Loan ETF
-0.07%
-$243.57 
MRVL Marvell Technology, Inc.
-0.07%
-$609.55 
FENI Fidelity Enhanced International ETF
-0.07%
-$12,256.47 
THRO iShares U.S. Thematic Rotation Active ETF
-0.07%
-$3,208.68 
JBBB Janus Henderson B-BBB CLO ETF
-0.06%
-$165.18 
NVDA NVIDIA Corporation
-0.06%
-$12,733.14 
ITW Illinois Tool Works Inc.
-0.06%
-$232.57 
BINC iShares Flexible Income Active ETF
-0.06%
-$1,074.59 
FRDM Freedom 100 Emerging Markets ETF
-0.06%
-$476.32 
SOXX iShares Semiconductor ETF
-0.06%
-$3,202.66 
CMI Cummins Inc.
-0.06%
-$1,081.79 
EALT Bear Family of Funds, Inc.
-0.05%
-$366.56 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$229.6 
CORO Ishares International Country Rotational Active ETF
-0.05%
-$1,452.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.05%
-$252.68 
IWD iShares Russell 1000 Value ETF
-0.05%
-$363.22 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$411.85 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.05%
-$846.22 
EFA iShares MSCI EAFE ETF
-0.05%
-$1,091.45 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.04%
-$135.11 
REM iShares Mortgage Real Estate ETF
-0.04%
-$91.17 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.04%
-$1,823.32 
DJUL FT Vest US Equity Deep Buffer Fund
-0.04%
-$91.06 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.04%
-$162.84 
PFE Pfizer Inc.
-0.04%
-$549.06 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.04%
-$135.71 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$146.91 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.04%
-$97.48 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.03%
-$3,040.47 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$95.37 
BALI iShares Adaptive Large Cap ETF
-0.03%
-$95.03 
CGIC Capital Group International Core Equity ETF
-0.03%
-$199.74 
CGGO Capital Group Global Growth Equity ETF
-0.02%
-$307.2 
DCOR Dimensional US Core Equity 1 ETF
-0.02%
-$117 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$131.88 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.02%
-$1,874.88 
THRV Prospera Income ETF
-0.02%
-$174.66 
CHD Church & Dwight Co., Inc.
-0.02%
-$53.92 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$201.52 
IXUS iShares Core International Stock ETF
-0.02%
-$567.85 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.02%
-$101.16 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$54.8 
SECU iShares Securitized Income Active ETF
-0.02%
-$89.22 
ABT Abbott Laboratories
-0.02%
-$262.72 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
-0.01%
-$48.02 Events
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Dividends
Dividend Analysis
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| Trades 3343 | Longs Won 2094/3343 62% | Profit Factor 6.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,369.7 |
| Average Win $98,839.05 | Best Trade (Aug 15) $6.79M | Sharpe Ratio -12.27 |
| Average Loss -$26,399.75 | Worst Trade (Sep 01) -$1.43M | Z-Score 9.45 (100%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy $52,047.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 49,998 | $12.68M | $15.3M | - | $2.62M | 20.66% | +0.219% |
| ABBV AbbVie Inc. | 15,694 | $3.43M | $3.92M | - | $484,445.24 | 14.12% | -0.542% |
| ABT Abbott Laboratories | 13,136 | $1.55M | $1.46M | - | -$85,351.87 | -5.52% | -0.018% |
| ACCO Acco Brands Corporation | 163,995 | $585,221.13 | $711,738.3 | - | $126,517.17 | 21.62% | +0.463% |
| ACN Accenture plc Class A | 6,329 | $1.53M | $1.12M | - | -$409,565.42 | -26.78% | -0.896% |
| ACU Acme United Corporation | 14,346 | $587,712.55 | $866,498.4 | - | $278,785.85 | 47.44% | -0.609% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,317 | $480,815 | $491,904.79 | - | $11,089.79 | 2.31% | -0.051% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 40,537 | $842,764 | $840,737.38 | - | -$2,026.62 | -0.24% | -0.096% |
| ADI Analog Devices, Inc. | 1,885 | $451,329.38 | $734,000.17 | - | $282,670.79 | 62.63% | +2.157% |
| ADP Automatic Data Processing Inc. | 4,324 | $1.06M | $1.18M | - | $119,420.51 | 11.26% | -1.184% |
| AEP American Electric Power Company, Inc. | 5,235 | $621,638.43 | $657,516 | - | $35,877.57 | 5.77% | +0.175% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,615 | $3.25M | $3.18M | - | -$67,647.23 | -2.08% | -0.215% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 6,221 | $828,948 | $776,069.75 | - | -$52,878.25 | -6.38% | +1.604% |
| AIT Applied Industrial Technologies Inc. | 830 | $280,805 | $300,418.51 | - | $19,613.51 | 6.98% | +1.211% |
| AJG Arthur J. Gallagher & Co. | 2,174 | $529,198.63 | $546,130.56 | - | $16,931.93 | 3.2% | -0.899% |
| ALL Allstate Corporation | 1,179 | $241,266.31 | $308,202.39 | - | $66,936.08 | 27.74% | +0.357% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 33,001 | $954,129.37 | $987,389.92 | - | $33,260.55 | 3.49% | -0.167% |
| AMAT Applied Materials, Inc. | 6,082 | $2.6M | $3.08M | - | $483,234.41 | 18.58% | -5.118% |
| AMCR Amcor plc | 5,779 | $250,528 | $266,007.36 | - | $15,479.36 | 6.18% | -0.755% |
| AMD Advanced Micro Devices, Inc. | 4,573 | $657,587.15 | $2.35M | - | $1.69M | 257.72% | +6.497% |
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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 - $1.96M, GraniteShares Gold Trust - $1.92M, Service Properties Trust - $1.85M, and VANGUARD TOTAL STOCK MKT ETF - $1.7M. 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 - $317,575.61, 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 $19.73M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $996,704.59, SPDR Portfolio Developed World ex-US ETF - $759,892.45, VANGUARD TOTAL STOCK MKT ETF - $570,052.05, VanEck Fallen Angel High Yield Bond ETF - $429,803.71, and Strive Enhanced Income Short Duration Fund - $393,949.07. 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.
