MDR
Michael D. Richards Jr. Portfolio
Invests via Capital A Wealth Management LLC | Managed by David Domenick Sr., David Domenick Jr., Brandon Domenick, Joseph Palimino
Invests via Capital A Wealth Management LLC
Managed by David Domenick Sr., David Domenick Jr., Brandon Domenick, Joseph Palimino
Automatically Tracked
Seasoned investor and operating executive focused on growth-stage and middle-market investments, with experience in deal sourcing, capital deployment and portfolio company scaling across technology, healthcare and financial-services themes. Michael D. Richards Jr. has led strategic M&A, board-level transformations and operational turnarounds, combining corporate finance acumen with hands-on operating leadership to drive value creation for sponsors and institutional investors.
Seasoned investor and operating executive focused on growth-stage and middle-market investments, with experience in deal sourcing, capital deployment and portfolio company scaling across technology, healthcare and financial-services themes. Michael D. Richards Jr. has led strategic M&A, board-level transformations and operational turnarounds, combining corporate finance acumen with hands-on operating leadership to drive value creation for sponsors and institutional investors.
Investment Philosophy & Strategy
Prioritizes growth-stage and middle-market opportunities where operational intervention and strategic M&A can accelerate scale. Focuses on technology, healthcare and financial services, underwriting companies for repeatable revenue models, durable unit economics and clear path to margin expansion. Allocates flexible capital with a bias toward active minority or control positions, three- to seven-year horizon, disciplined downside protection and milestone-driven value creation plans supported by board-level involvement and hands-on operating resources.
Prioritizes growth-stage and middle-market opportunities where operational intervention and strategic M&A can accelerate scale. Focuses on technology, healthcare and financial services, underwriting companies for repeatable revenue models, durable unit economics and clear path to margin expansion. Allocates flexible capital with a bias toward active minority or control positions, three- to seven-year horizon, disciplined downside protection and milestone-driven value creation plans supported by board-level involvement and hands-on operating resources.
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:
1.69%
Gain
Monthly
0.09%
Yearly
1.09%
Drawdown
20.05%
$11.98M
Equity
Holdings
$11.98M
Investment
$9.75M
$4.2M
Profit -$29,002.57
Realized
$1.96M
Unrealized
$2.23M
Dividends
$1.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$29,002.57
Win %
73%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$21,405.27
Win %
73%
This Month
Compared to last month
Gain
0.13%
Profit
$14,941.38
Win %
73%
This Year
Compared to last year
Gain
10.58%
Profit
$1.15M
Win %
73%
ABT Abbott Laboratories
+3.07%
+$333.3 
DOW Dow Inc.
+3.04%
+$509.97 
MRK Merck & Co., Inc.
+3.02%
+$2,566.9 
LYB LyondellBasell Industries N.V.
+2.9%
+$752.08 
LCID Lucid Group, Inc.
+2.86%
+$12.65 
GE General Electric Company
+2.81%
+$145.8 
FIVE Five Below, Inc.
+2.66%
+$242.25 
JAZZ Jazz Pharmaceuticals plc
+2.58%
+$162.76 
ORI Old Republic International Corp.
+2.45%
+$108.61 
CBRL Cracker Barrel Old Country Store, Inc.
+2.43%
+$24.8 
TXT Textron Inc.
+2.42%
+$35.12 
YUM Yum! Brands, Inc.
+2.28%
+$562.14 
AFG American Financial Group Inc.
+2.21%
+$58.9 
PTEN Patterson-UTI Energy Inc.
+2.13%
+$1.02 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+2.1%
+$9.25 
HWM Howmet Aerospace Inc.
+2.06%
+$1,000.61 
HPQ HP Inc.
+2.05%
+$423.72 
MO Altria Group, Inc.
+2%
+$1,040.98 
AFL Aflac Inc.
+1.97%
+$808.28 
CSCO Cisco Systems, Inc.
+1.88%
+$1,474.96 
JNJ Johnson & Johnson
+1.83%
+$1,946.82 
HEI.A Heico Corporation
+1.82%
+$72.96 
EMR Emerson Electric Co.
+1.79%
+$1,013.43 
LMT Lockheed Martin Corporation
+1.71%
+$17.58 
XBI SPDR S&P Biotech ETF
+1.68%
+$752.25 
RTX RTX Corporation
+1.57%
+$471.24 
ABBV AbbVie Inc.
+1.57%
+$961.59 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.47%
+$41.63 
COR Cencora, Inc.
+1.46%
+$733.5 
T AT&T Inc.
+1.41%
+$916.05 
CNP CenterPoint Energy Inc.
+1.38%
+$323.4 
REXR Rexford Industrial Realty, Inc.
+1.37%
+$14.94 
VZ Verizon Communications Inc.
+1.37%
+$1,044.6 
KHC The Kraft Heinz Company
+1.35%
+$12.78 
M Macy's Inc.
+1.33%
+$51.52 
XOM Exxon Mobil Corporation
+1.32%
+$1,327.84 
WFC Wells Fargo & Company
+1.32%
+$69.6 
STX Seagate Technology Holdings plc
+1.3%
+$5,821.34 
PEG Public Service Enterprise Group Incorporated
+1.27%
+$534.29 
CVX Chevron Corporation
+1.26%
+$1,064.88 
PM Philip Morris International Inc.
+1.25%
+$1,589.84 
PRU Prudential Financial, Inc.
+1.25%
+$556.48 
CHRD Chord Energy Corp
+1.25%
+$15.52 
VLO Valero Energy Corporation
+1.23%
+$763.23 
AEP American Electric Power Company, Inc.
+1.22%
+$594.54 
FR First Industrial Realty Trust Inc.
+1.21%
+$36.52 
PECO Phillips Edison & Company, Inc.
+1.21%
+$32.17 
DTE DTE Energy Company
+1.2%
+$420.65 
FNF Fidelity National Financial, Inc.
+1.19%
+$424.98 
HON Honeywell International Inc.
+1.17%
+$108.45 
LLY Eli Lilly and Company
+1.17%
+$1,391.29 
EIX Edison International
+1.15%
+$391.12 
WKHS Workhorse Group Inc.
+1.11%
+$0.1 
COP ConocoPhillips
+1.09%
+$75.03 
D Dominion Energy, Inc.
+1.09%
+$521.04 
IXC iShares Global Energy ETF
+1.08%
+$176.7 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.06%
+$3.96 
WMT Walmart Inc.
+1.04%
+$161.73 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$1,255.62 
F Ford Motor Company
+1.02%
+$363.81 
LNT Alliant Energy Corporation
+0.99%
+$479.25 
UNP Union Pacific Corporation
+0.97%
+$191.07 
PLD Prologis Inc.
+0.96%
+$306.72 
MDLZ Mondelez International, Inc.
+0.95%
+$59.86 
KMB Kimberly-Clark Corporation
+0.94%
+$364.14 
CMS CMS Energy Corporation
+0.93%
+$409.86 
PFE Pfizer Inc.
+0.91%
+$155.18 
HUBB Hubbell Inc.
+0.9%
+$125.57 
EDV Vanguard Extended Duration Treasury ETF
+0.88%
+$2.18 
BJ BJ's Wholesale Club Holdings, Inc.
+0.87%
+$41.31 
WEC WEC Energy Group Inc.
+0.86%
+$306.74 
FREL Fidelity MSCI Real Estate Index ETF
+0.85%
+$41.08 
ETR Entergy Corporation
+0.85%
+$327.32 
MMS Maximus Inc.
+0.85%
+$12.5 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.84%
+$12.08 
OVV Ovintiv Inc.
+0.83%
+$26.32 
NI NiSource Inc.
+0.82%
+$556.32 
TYA Simplify Intermediate Term Treasury ETF
+0.8%
+$2.2 
UNH UnitedHealth Group Incorporated
+0.79%
+$359.64 
JPM JPMorgan Chase & Co.
+0.78%
+$1,180.14 
FUTY Fidelity MSCI Utilities Index ETF
+0.78%
+$189.74 
OKTA Okta Inc.
+0.77%
+$38.76 
OGE Oge Energy Corp.
+0.77%
+$279.68 
FENY Fidelity MSCI Energy Index ETF
+0.76%
+$101.04 
EHC Encompass Health Corporation
+0.76%
+$54.4 
EXC Exelon Corporation
+0.75%
+$421.75 
MET MetLife Inc.
+0.75%
+$37.1 
IYE iShares U.S. Energy ETF
+0.74%
+$9.9 
TFC Truist Financial Corporation
+0.73%
+$286.65 
BA Boeing Company
+0.72%
+$30.8 
GPC Genuine Parts Company
+0.71%
+$31.15 
GIS General Mills, Inc.
+0.7%
+$6.21 
STAG Stag Industrial Inc.
+0.69%
+$18.56 
OKE ONEOK, Inc.
+0.67%
+$280.24 
UGI UGI Corporation
+0.67%
+$41.65 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.66%
+$22.78 
PFG Principal Financial Group, Inc.
+0.65%
+$246.74 
CBSH Commerce Bancshares, Inc.
+0.64%
+$21.69 
BAC Bank of America Corporation
+0.63%
+$130.65 
IESC Ies Holdings Inc.
+0.63%
+$65.07 
PG Procter & Gamble Co
+0.62%
+$298.92 
HP Helmerich & Payne Inc.
+0.58%
+$7.41 
ARW Arrow Electronics Inc.
+0.56%
+$49.45 
SWX Southwest Gas Holdings Inc.
+0.56%
+$8.84 
MTDR Matador Resources Company
+0.56%
+$1.18 
FHLC Fidelity MSCI Health Care Index ETF
+0.53%
+$27.72 
SON Sonoco Products Co.
+0.53%
+$123.6 
EGP EastGroup Properties Inc.
+0.53%
+$71.98 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.53%
+$430.79 
EXR Extra Space Storage Inc.
+0.51%
+$2.28 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$58.32 
GLDM SPDR Gold MiniShares Trust
+0.5%
+$31.6 
FE FirstEnergy Corp.
+0.5%
+$151.41 
GL Globe Life Inc.
+0.49%
+$25.48 
CNX CNX Resources Corporation
+0.48%
+$42.24 
HALO Halozyme Therapeutics Inc.
+0.46%
+$9 
USB U.S. Bancorp
+0.46%
+$258.42 
AIT Applied Industrial Technologies Inc.
+0.46%
+$15.2 
RPM RPM International Inc.
+0.45%
+$31.21 
VDC VANGUARD CONSUMER STAPLES ETF
+0.45%
+$234 
VOE Vanguard Mid-Cap Value ETF
+0.42%
+$17.85 
VTV Vanguard Value ETF
+0.4%
+$91.52 
MDT Medtronic plc
+0.4%
+$7.26 
PKG Packaging Corporation of America
+0.39%
+$12.74 
VOYA Voya Financial Inc.
+0.38%
+$27.74 
LIN Linde plc
+0.37%
+$89.93 
ASO Academy Sports and Outdoors, Inc.
+0.37%
+$4.71 
PPL PPL Corporation
+0.36%
+$119.34 
ILTB iShares Core 10+ Year USD Bond ETF
+0.33%
+$182.4 
CSX CSX Corporation
+0.32%
+$112.55 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.32%
+$1.3 
TIP iShares TIPS Bond ETF
+0.29%
+$38.74 
DINO HF Sinclair Corporation
+0.27%
+$12.22 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$46.97 
MBB iShares MBS ETF
+0.24%
+$6.08 
NFG National Fuel Gas Company
+0.23%
+$0.57 
QRVO Qorvo Inc.
+0.23%
+$24.89 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.23%
+$231.9 
OC Owens Corning
+0.23%
+$14.95 
HD The Home Depot, Inc.
+0.22%
+$137.28 
STZ Constellation Brands, Inc.
+0.22%
+$0.9 
TJX The TJX Companies, Inc.
+0.22%
+$89.42 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.22%
+$33.25 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$0.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$3.48 
BWA BorgWarner Inc.
+0.17%
+$39.38 
FIDU Fidelity MSCI Industrials Index ETF
+0.17%
+$42.41 
IEX IDEX Corporation
+0.17%
+$60.42 
IUSB iShares Core Universal USD Bond ETF
+0.16%
+$15.6 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.16%
+$20.02 
IEI iShares 3-7 Year Treasury Bond ETF
+0.16%
+$21.27 
SPBO SPDR Portfolio Corporate Bond ETF
+0.16%
+$30.6 
AVT Avnet Inc.
+0.16%
+$11.91 
IFRA iShares U.S. Infrastructure
+0.15%
+$12.63 
OGN Organon & Co.
+0.15%
+$0.06 
CMCSA Comcast Corp
+0.14%
+$25.66 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$35.56 
KMI Kinder Morgan, Inc.
+0.14%
+$62.15 
SCI Service Corporation International
+0.14%
+$4.51 
FMAT Fidelity MSCI Materials Index ETF
+0.12%
+$25.06 
AR Antero Resources Corporation
+0.12%
+$4.24 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$31.28 
CLOZ Panagram BBB-B CLO ETF
+0.11%
+$14.64 
LMBS First Trust Low Duration Opportunities ETF
+0.11%
+$23.78 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.1%
+$12.92 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$111.18 
IGOV iShares International Treasury Bond ETF
+0.09%
+$39.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$13.54 
ISHG iShares 3 Year International Treasury Bond ETF
+0.09%
+$9.53 
FLDR Fidelity Low Duration Bond ETF
+0.08%
+$2.84 
DON WisdomTree U.S. MidCap Dividend Fund
+0.08%
+$23.27 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$21.8 
OSK Oshkosh Corporation
+0.04%
+$1.74 
IAGG iShares International Aggregate Bond Fund
+0.04%
+$3.86 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$16.56 
MWA Mueller Water Products Inc.
+0.04%
+$1.55 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.04%
+$3.88 
IWD iShares Russell 1000 Value ETF
+0.04%
+$32.87 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.04%
+$16.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$2.52 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$0.96 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$0.7 
KRC Kilroy Realty Corporation
+0.03%
+$0.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$2.23 
CLOX Eldridge AAA CLO ETF
+0.02%
+$2 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$19.26 
LEA Lear Corporation
+0.02%
+$0.25 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$1.42 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$0.22 
STLD Steel Dynamics Inc.
+0.01%
+$0.72 
ALTR Altair Engineering Inc.
0%
$0 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
0%
$0 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
0%
$0 
CEIX Core Natural Resources Inc.
0%
$0 
CMA Comerica Inc.
0%
$0 
DECZ
0%
$0 
FFWM First Foundation Inc.
0%
$0 
IBHD iShares iBonds 2024 Term High Yield and Income ETF
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
NVMZ TrueShares Structured Outcome (November) ETF
0%
$0 
SEIX Virtus Seix Senior Loan ETF
0%
$0 
SWN Southwestern Energy Co
0%
$0 
TPH Tri Pointe Homes Inc.
0%
$0 
WIRE Encore Wire Corp
0%
$0 
X United States Steel Corporation
0%
$0 
NYCB Flagstar Financial Corporation
-30.09%
-$8,993.74 
FSRNQ Fisker Inc
-12.5%
-$0.02 
CDNS Cadence Design Systems, Inc.
-10.19%
-$148.62 
SNPS Synopsys, Inc.
-10.15%
-$84.69 
META Meta Platforms Inc Class A
-5.7%
-$11,136.73 
U Unity Software Inc.
-4.77%
-$57.6 
MKSI MKS Instruments Inc.
-4.15%
-$289.29 
AA Alcoa Corporation
-3.84%
-$106.2 
INTC Intel Corporation
-3.84%
-$1,599.6 
ALIT Alight Inc.
-3.75%
-$10.25 
NIO Nio Inc.
-3.21%
-$2.56 
AAL American Airlines Group Inc.
-3.11%
-$142.59 
GEHC GE HealthCare Technologies Inc.
-3.05%
-$10.03 
ACN Accenture plc Class A
-3.03%
-$13.15 
NOK Nokia Corporation Sponsored ADR
-2.99%
-$105.4 
CHX ChampionX Corporation
-2.97%
-$21.33 
AMD Advanced Micro Devices, Inc.
-2.93%
-$572.05 
IVZ Invesco Ltd.
-2.85%
-$1,441.95 
A Agilent Technologies Inc.
-2.8%
-$815.34 
SMCI Super Micro Computer Inc
-2.8%
-$18.63 
TSLA Tesla, Inc.
-2.78%
-$2,900.95 
EWX SPDR S&P Emerging Markets Small Cap ETF
-2.7%
-$201.64 
BXMT Blackstone Mortgage Trust Inc
-2.65%
-$28.06 
RMBS Rambus Inc.
-2.58%
-$65.52 
IBM International Business Machines Corporation
-2.58%
-$1,381.8 
FITB Fifth Third Bancorp
-2.56%
-$1,369.52 
GOOGL Alphabet Inc
-2.54%
-$6,051.37 
UFPT UFP Technologies Inc.
-2.53%
-$58.37 
GOOG Alphabet Inc
-2.48%
-$219.75 
SHOP Shopify Inc.
-2.48%
-$139.76 
AAON Aaon Inc.
-2.48%
-$58.96 
MSFT Microsoft Corp.
-2.36%
-$7,130.68 
FCOM Fidelity MSCI Communication Services Index ETF
-2.35%
-$45.9 
ARKK ARK Innovation ETF Fund
-2.31%
-$846.06 
BABA Alibaba Group Holding Limited SP ADR
-2.29%
-$269 
JBHT J.B. Hunt Transport Services, Inc.
-2.26%
-$842.5 
COIN Coinbase Global, Inc.
-2.24%
-$53.87 
BEN Franklin Resources Inc.
-2.12%
-$727.56 
QCOM QUALCOMM Incorporated
-2.09%
-$57.12 
NVDA NVIDIA Corporation
-2.08%
-$1,129.22 
ARKW ARK Next Generation Internet ETF
-2.01%
-$1,226.7 
RGEN Repligen Corporation
-1.93%
-$57.38 
OMC Omnicom Group Inc.
-1.93%
-$609.12 
PFIX Simplify Interest Rate Hedge ETF
-1.93%
-$1.82 
ACM Aecom
-1.92%
-$52.45 
PLTR Palantir Technologies Inc.
-1.91%
-$899.5 
IYW iShares U.S. Technology ETF
-1.9%
-$369.2 
ADI Analog Devices, Inc.
-1.86%
-$77.99 
HLF Herbalife Ltd.
-1.86%
-$15.87 
URA Global X Uranium ETF
-1.84%
-$324 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$131.56 
PTON Peloton Interactive, Inc.
-1.83%
-$9.31 
V Visa Inc. Class A
-1.83%
-$1,040.52 
RRX Regal Rexnord Corporation
-1.8%
-$110.92 
HUBS HubSpot, Inc.
-1.79%
-$24.06 
TMO Thermo Fisher Scientific Inc.
-1.78%
-$716.32 
GS The Goldman Sachs Group, Inc.
-1.76%
-$1,154.4 
IXN iShares Global Tech ETF
-1.69%
-$182 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$1,680.84 
NYT New York Times Co.
-1.68%
-$159.34 
MSCI MSCI Inc.
-1.63%
-$41.48 
EVR Evercore Inc.
-1.61%
-$332.17 
WH Wyndham Hotels & Resorts, Inc.
-1.6%
-$115.92 
RVTY Revvity Inc.
-1.59%
-$5.33 
FIBK First Interstate Bancsystem Inc.
-1.57%
-$59.4 
MA Mastercard Incorporated
-1.57%
-$1,316.32 
HGV Hilton Grand Vacations Inc.
-1.55%
-$25.44 
CFG Citizens Financial Group, Inc.
-1.54%
-$932.03 
ATR AptarGroup, Inc.
-1.54%
-$271.17 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.53%
-$488.8 
KBR KBR Inc.
-1.52%
-$32.45 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.51%
-$428.4 
INVZ Innoviz Technologies Ltd.
-1.49%
-$7.75 
PYPL PayPal Holdings Inc
-1.48%
-$67.01 
UAL United Airlines Holdings, Inc.
-1.47%
-$211.46 
AVGO Broadcom Inc.
-1.47%
-$352 
MNST Monster Beverage Corporation
-1.46%
-$350.63 
IDXX IDEXX Laboratories, Inc.
-1.44%
-$74.81 
AVNT Avient Corporation
-1.41%
-$17.66 
HOPE Hope Bancorp Inc.
-1.4%
-$29.05 
GNTX Gentex Corporation
-1.39%
-$71.42 
KN Knowles Corporation
-1.38%
-$73.99 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-1.38%
-$120.27 
SPGI S&P Global Inc.
-1.36%
-$548.68 
AMG Affiliated Managers Group Inc.
-1.35%
-$167.31 
NOVT Novanta Inc.
-1.32%
-$21.78 
WYNN Wynn Resorts, Limited
-1.31%
-$161.25 
LII Lennox International Inc.
-1.31%
-$132.12 
ARKX ARK Space & Defense Innovation ETF
-1.27%
-$390 
SAIA Saia, Inc.
-1.26%
-$155.17 
CSGP CoStar Group, Inc.
-1.25%
-$23.97 
SLB Schlumberger Limited
-1.25%
-$69.62 
TTC The Toro Company
-1.25%
-$63.6 
HLNE Hamilton Lane Inc.
-1.25%
-$31.03 
DIS The Walt Disney Company
-1.23%
-$383.43 
WSO Watsco Inc.
-1.23%
-$453.12 
G Genpact Ltd.
-1.22%
-$12.54 
AXP American Express Company
-1.2%
-$737.8 
NRG NRG Energy, Inc.
-1.2%
-$1,235.43 
WAL Western Alliance Bancorporation
-1.19%
-$48.76 
CVBF CVB Financial Corp.
-1.18%
-$20.35 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$1,112.77 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.1%
-$170.19 
TTEK Tetra Tech, Inc.
-1.08%
-$5.54 
EFG iShares MSCI EAFE Growth ETF
-1.07%
-$550.83 
ODFL Old Dominion Freight Line, Inc.
-1.05%
-$12.49 
BLDR Builders FirstSource, Inc.
-1.01%
-$31.6 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-1%
-$287.14 
MTUM iShares MSCI USA Momentum Factor ETF
-0.99%
-$255 
OEF iShares S&P 100 ETF
-0.97%
-$276.43 
FULT Fulton Financial Corporation
-0.96%
-$26.49 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.95%
-$393.79 
CBRE CBRE Group Inc.
-0.91%
-$34.06 
C Citigroup Inc.
-0.88%
-$519.68 
EL The Estée Lauder Companies Inc. Class A
-0.87%
-$40.6 
DECK Deckers Outdoor Corporation
-0.85%
-$14.8 
SCHX Schwab U.S. Large-Cap ETF
-0.81%
-$4.56 
CWST Casella Waste Systems Inc.
-0.81%
-$11.27 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.81%
-$3.35 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.8%
-$1,243.62 
LECO Lincoln Electric Holdings, Inc.
-0.8%
-$85.09 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$801.57 
PWR Quanta Services Inc.
-0.8%
-$115.46 
IVV iShares Core S&P 500 ETF
-0.79%
-$651.82 
VEEV Veeva Systems Inc.
-0.79%
-$20.15 
VOO Vanguard S&P 500 ETF
-0.78%
-$16.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$1,150.23 
SCHB Schwab U.S. Broad Market ETF
-0.78%
-$892.4 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.77%
-$52.47 
IWB iShares Russell 1000 ETF
-0.75%
-$272.36 
VBK Vanguard Small-Cap Growth ETF
-0.75%
-$106.39 
SSD Simpson Manufacturing Co., Inc.
-0.75%
-$40.6 
SCHF Schwab International Equity ETF
-0.74%
-$293.4 
EFA iShares MSCI EAFE ETF
-0.73%
-$622.44 
CRM Salesforce Inc
-0.73%
-$195.3 
SFBS ServisFirst Bancshares Inc.
-0.73%
-$21.93 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.72%
-$779.88 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.72%
-$882.09 
OPCH Option Care Health Inc.
-0.7%
-$3.11 
NSIT Insight Enterprises Inc.
-0.68%
-$7.85 
RF Regions Financial Corporation
-0.68%
-$2.42 
NEM Newmont Corporation
-0.67%
-$309.02 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$338.62 
NOW ServiceNow, Inc.
-0.66%
-$13.8 
GBCI Glacier Bancorp Inc.
-0.66%
-$13.32 
PHIN Phinia Inc.
-0.63%
-$3.06 
APG Api Group Corporation
-0.61%
-$40.5 
ENS EnerSys
-0.6%
-$14.16 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.59%
-$772.64 
RH RH
-0.58%
-$11.99 
NKE Nike, Inc. - Class B
-0.55%
-$76.93 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$669.13 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$115.8 
ONB Old National Bancorp
-0.51%
-$46.34 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.49%
-$2.12 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.48%
-$140.92 
TEAM Atlassian Corporation Class A
-0.46%
-$7.59 
GATX GATX Corporation
-0.44%
-$42.4 
WSBC WesBanco Inc.
-0.44%
-$351.18 
AMZN Amazon.com Inc
-0.44%
-$1,010.43 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$166.95 
IWN iShares Russell 2000 Value ETF
-0.41%
-$565.8 
GGG Graco Inc.
-0.41%
-$43.4 
KEY KeyCorp
-0.4%
-$212.51 
LOW Lowe's Companies Inc.
-0.38%
-$0.82 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.37%
-$8.25 
FOR Forestar Group Inc.
-0.36%
-$4.62 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$100.88 
EFV iShares MSCI EAFE Value ETF
-0.33%
-$32.24 
NWL Newell Brands Inc.
-0.33%
-$43.17 
FNCL Fidelity MSCI Financials Index ETF
-0.33%
-$4.77 
ITT Itt Inc.
-0.32%
-$22.05 
SPXC Spx Technologies Inc.
-0.32%
-$11.73 
IWO iShares Russell 2000 Growth ETF
-0.31%
-$477.65 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.31%
-$1.1 
HBAN Huntington Bancshares Incorporated
-0.3%
-$629.94 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.29%
-$4 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.29%
-$1.28 
ICE Intercontinental Exchange, Inc.
-0.26%
-$96.57 
IWR iShares Russell Mid-Cap ETF
-0.25%
-$13.72 
BATRK Atlanta Braves Holdings, Inc.
-0.25%
-$4.03 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$3.65 
WDAY Workday Inc.
-0.23%
-$3.76 
NVST Envista Holdings Corporation
-0.22%
-$5.88 
WTS Watts Water Technologies Inc.
-0.22%
-$36.66 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.2%
-$121.48 
LILAK Liberty Latin America Ltd.
-0.2%
-$2.32 
R Ryder System Inc.
-0.2%
-$28.08 
IP International Paper Company
-0.17%
-$73.91 
DNUT Krispy Kreme, Inc.
-0.15%
-$0.72 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.13%
-$20.32 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.12%
-$3.37 
UNM Unum Group
-0.11%
-$6.3 
PEP PepsiCo, Inc.
-0.11%
-$39.68 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.1%
-$18.65 
CMBS iShares CMBS ETF
-0.09%
-$14.31 
KW Kennedy-Wilson Holdings Inc.
-0.09%
-$0.93 
FDLO Fidelity Low Volatility Factor ETF
-0.09%
-$0.96 
CSL Carlisle Companies Inc.
-0.07%
-$3.12 
TMHC Taylor Morrison Home Corporation
-0.06%
-$0.94 
AAPL Apple Inc.
-0.06%
-$274.17 
HYBL SPDR Blackstone High Income Fund
-0.05%
-$9.35 
VRE Veris Residential Inc.
-0.05%
-$1.51 
ADBE Adobe Inc.
-0.05%
-$0.11 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$33 
BMI Badger Meter Inc.
-0.04%
-$0.52 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$26.9 
IRT Independence Realty Trust Inc.
-0.03%
-$0.74 
PNC The PNC Financial Services Group, Inc.
-0.02%
-$52.85 
MCD McDonald's Corporation
-0.01%
-$10.36 
MUB iShares National Muni Bond ETF
-0.01%
-$0.3 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$3.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1749 | Longs Won 802/1749 45% | Profit Factor 2.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $37,285.67 |
| Average Win $9,451.49 | Best Trade (Jun 30) $836,772.81 | Sharpe Ratio -16.04 |
| Average Loss -$3,583.13 | Worst Trade (Jun 29) -$216,294.54 | Z-Score 0.15 (11.53%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy $2,399.01 |
| 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% | 1.3% |
| Consecutive Losing Trades | 3,344 | 3,010 | 2,676 | 2,341 | 2,007 | 1,672 | 1,338 | 1,003 | 669 | 334 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
