SPC
Spirepoint Private Client LLC Portfolio
Invests via SPIREPOINT PRIVATE CLIENT, LLC | Managed by Hakyung Kay Campione, Trent H. Leyda, James A. Beindorf
Invests via SPIREPOINT PRIVATE CLIENT, LLC
Managed by Hakyung Kay Campione, Trent H. Leyda, James A. Beindorf
Automatically Tracked
Company Profile
Regional wealth-management and custody firm focused on private clients, family offices and independent advisors. SPIREPOINT PRIVATE CLIENT, LLC offers investment advisory, discretionary portfolio management, trust and estate coordination and retirement planning, positioning itself as a boutique provider for affluent households. Capital focus includes managed equity and fixed-income strategies, alternative allocations and taxable account optimization; market positioning emphasizes client service, advisor support and bespoke portfolio solutions.
Regional wealth-management and custody firm focused on private clients, family offices and independent advisors. SPIREPOINT PRIVATE CLIENT, LLC offers investment advisory, discretionary portfolio management, trust and estate coordination and retirement planning, positioning itself as a boutique provider for affluent households. Capital focus includes managed equity and fixed-income strategies, alternative allocations and taxable account optimization; market positioning emphasizes client service, advisor support and bespoke portfolio solutions.
Investment Philosophy & Strategy
Adopts a client-centric, fiduciary investment approach centered on bespoke multi-asset portfolios for affluent households, family offices and advisor platforms. Emphasizes tax-aware, liability-sensitive asset allocation that blends active equity and fixed-income management with targeted alternative allocations for diversification and downside mitigation. Capital deployment favors durable income, laddered credit, selective opportunistic positions and disciplined rebalancing; decision-making is advisor-collaborative, risk-budget driven and oriented to long-term total return and wealth preservation.
Adopts a client-centric, fiduciary investment approach centered on bespoke multi-asset portfolios for affluent households, family offices and advisor platforms. Emphasizes tax-aware, liability-sensitive asset allocation that blends active equity and fixed-income management with targeted alternative allocations for diversification and downside mitigation. Capital deployment favors durable income, laddered credit, selective opportunistic positions and disciplined rebalancing; decision-making is advisor-collaborative, risk-budget driven and oriented to long-term total return and wealth preservation.
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:
20.3%
Gain
Monthly
0.7%
Yearly
8.74%
Drawdown
18.12%
$1.15B
Equity
Holdings
$1.15B
Investment
$950.12M
$209.52M
Profit +$48,715.02
Realized
$10.02M
Unrealized
$199.5M
Dividends
$37.53M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$48,715.02
Win %
71%
This Week
Compared To Last Week
Gain
0.004%
Profit
$48,715.02
Win %
71%
This Month
Compared to last month
Gain
-1.31%
Profit
-$15.27M
Win %
71%
This Year
Compared to last year
Gain
2.89%
Profit
$36.42M
Win %
70%
CMU MFS Municipal High Income Fund
+11.01%
+$6,011.39 
RIVN Rivian Automotive, Inc.
+7.85%
+$526,991.2 
STX Seagate Technology Holdings plc
+7.25%
+$110,917.81 
KLAC KLA Corporation
+5.55%
+$494,777.87 
MIAX Miami International Holdings, Inc.
+4.89%
+$139,143.66 
AMD Advanced Micro Devices, Inc.
+4.73%
+$32,136.8 
ANET Arista Networks, Inc.
+4.37%
+$125,069.77 
IOT Samsara Inc. Class A Common Stock
+4.34%
+$17,413.2 
QCOM QUALCOMM Incorporated
+4.32%
+$20,025.34 
P Everpure Inc.
+4.28%
+$268,606.8 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$45,663.75 
CCL Carnival Corporation Ltd.
+3.77%
+$12,466.66 
GEV GE Vernova Inc.
+3.73%
+$13,243.17 
LPLA LPL Financial Holdings Inc.
+3.58%
+$9,157.12 
PWR Quanta Services Inc.
+3.58%
+$26,528.26 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$83,742.96 
FCX Freeport-McMoRan Inc.
+3.12%
+$28,833.03 
AGX Argan Inc.
+2.89%
+$22,038.48 
CEG Constellation Energy Corporation
+2.86%
+$11,512.62 
PNFP Pinnacle Financial Partners Inc.
+2.79%
+$6,177.96 
SCHW Charles Schwab Corporation
+2.71%
+$5,930.4 
AMAT Applied Materials, Inc.
+2.64%
+$25,538.26 
GS The Goldman Sachs Group, Inc.
+2.62%
+$238,540.8 
IDCC InterDigital, Inc.
+2.56%
+$8,950.63 
T AT&T Inc.
+2.52%
+$8,230.2 
VZ Verizon Communications Inc.
+2.49%
+$7,788.69 
LEU Centrus Energy Corp.
+2.46%
+$6,805.52 
STRL Sterling Infrastructure, Inc.
+2.44%
+$62,260.24 
JPM JPMorgan Chase & Co.
+2.31%
+$211,065.68 
USFD US Foods Holding Corp
+2.29%
+$10,203.38 
IBKR Interactive Brokers Group Inc.
+2.23%
+$13,517.46 
RCL Royal Caribbean Group
+2.23%
+$130,749.92 
RVT Royce Small-Cap Trust, Inc.
+2.22%
+$11,397.75 
AXP American Express Company
+2.18%
+$37,425.8 
UMBF UMB Financial Corporation
+2.16%
+$10,730.76 
SYK Stryker Corporation
+2.15%
+$19,253.6 
NUE Nucor Corporation
+2.09%
+$19,799.92 
CCJ Cameco Corporation
+2.01%
+$8,248.55 
PM Philip Morris International Inc.
+1.95%
+$40,054.91 
TFC Truist Financial Corporation
+1.93%
+$5,113.64 
MLI Mueller Industries Inc.
+1.92%
+$8,720.35 
CLS Celestica Inc.
+1.88%
+$32,009.38 
BBY Best Buy Co., Inc.
+1.85%
+$22,199.35 
FIX Comfort Systems USA, Inc.
+1.85%
+$20,958.44 
TSLA Tesla, Inc.
+1.82%
+$27,270.88 
HBAN Huntington Bancshares Incorporated
+1.8%
+$7,969.17 
AR Antero Resources Corporation
+1.78%
+$17,219.69 
MTB M&T Bank Corporation
+1.78%
+$5,156.19 
TMUS T-Mobile US, Inc.
+1.76%
+$5,080.72 
PAYC Paycom Software, Inc.
+1.72%
+$12,172.87 
PKG Packaging Corporation of America
+1.71%
+$7,751.94 
WELL Welltower Inc.
+1.69%
+$10,744.08 
IRM Iron Mountain Inc.
+1.65%
+$4,547.79 
ACN Accenture plc Class A
+1.65%
+$32,808.12 
UNP Union Pacific Corporation
+1.65%
+$7,885.3 
WFC Wells Fargo & Company
+1.61%
+$11,428.69 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$8,317.92 
BX Blackstone Inc.
+1.58%
+$10,243.33 
LIN Linde plc
+1.58%
+$27,837.15 
ARES Ares Management Corporation
+1.57%
+$75,738.31 
BAC Bank of America Corporation
+1.56%
+$26,939.5 
DE Deere & Company
+1.55%
+$5,737.14 
BLK BlackRock, Inc.
+1.52%
+$43,376.4 
GLW Corning Incorporated
+1.5%
+$5,061.5 
BSTZ BlackRock Science and Technology Term Trust
+1.45%
+$6,547.2 
PIPR Piper Sandler Companies
+1.45%
+$4,508.71 
CAT Caterpillar Inc.
+1.44%
+$27,652.8 
MET MetLife Inc.
+1.44%
+$9,341.64 
EME EMCOR Group, Inc.
+1.42%
+$3,329.27 
COP ConocoPhillips
+1.4%
+$2,626.02 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
+1.39%
+$4,689.38 
ADI Analog Devices, Inc.
+1.37%
+$14,636.79 
PAYX Paychex Inc.
+1.37%
+$5,397.84 
RPV Invesco S&P 500 Pure Value ETF
+1.37%
+$11,910.04 
MCO Moody's Corporation
+1.36%
+$7,103.34 
FISV Fiserv, Inc.
+1.36%
+$9,320.39 
NEE NextEra Energy, Inc.
+1.35%
+$224,003.9 
TXN Texas Instruments Inc
+1.35%
+$18,278.89 
SPGI S&P Global Inc.
+1.35%
+$8,137.77 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$3,679.69 
EIS iShares MSCI Israel ETF
+1.32%
+$3,126.52 
ABBV AbbVie Inc.
+1.32%
+$146,380.88 
O Realty Income Corporation
+1.31%
+$2,798.55 
MFC Manulife Financial Corporation
+1.31%
+$5,886.4 
C Citigroup Inc.
+1.27%
+$36,690.57 
TEL TE Connectivity plc
+1.27%
+$2,700.71 
APD Air Products and Chemicals, Inc.
+1.26%
+$6,363 
PSLV Sprott Physical Silver Trust
+1.22%
+$21,127.6 
ZION Zions Bancorporation, National Association
+1.22%
+$5,473.98 
DVY iShares Select Dividend ETF
+1.19%
+$3,418.68 
LRCX Lam Research Corporation
+1.18%
+$185,813.2 
ITW Illinois Tool Works Inc.
+1.17%
+$24,078.32 
AFL Aflac Inc.
+1.16%
+$2,716.2 
RMT Royce Micro-Cap Trust, Inc.
+1.16%
+$7,657.92 
AZO AutoZone Inc.
+1.12%
+$3,398.63 
ICE Intercontinental Exchange, Inc.
+1.11%
+$3,434.8 
MOD Modine Manufacturing Company
+1.1%
+$13,661.26 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$35,883.43 
NSC Norfolk Southern Corporation
+1.09%
+$13,587.6 
CI The Cigna Group
+1.07%
+$2,474.28 
JNJ Johnson & Johnson
+1.07%
+$277,924.26 
PLD Prologis Inc.
+1.05%
+$7,822.9 
V Visa Inc. Class A
+1.05%
+$129,382.43 
HOOD Robinhood Markets, Inc.
+1.04%
+$3,563.52 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$15,114.6 
ORLY O'Reilly Automotive Inc.
+1.02%
+$51,984.54 
KKR KKR & Co. Inc.
+0.99%
+$7,059.4 
IWD iShares Russell 1000 Value ETF
+0.98%
+$24,898.25 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,180.63 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.97%
+$6,365.54 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$17,378.47 
ALL Allstate Corporation
+0.94%
+$5,613.47 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
PPG PPG Industries Inc.
+0.93%
+$2,369.4 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$8,516 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$35,329.98 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$7,223.76 
NDSN Nordson Corporation
+0.9%
+$3,044.39 
RSG Republic Services, Inc.
+0.89%
+$3,653.03 
OTIS Otis Worldwide Corporation
+0.88%
+$32,244.96 
BALY Bally's Corporation
+0.88%
+$2,600 
AOD Abrdn Total Dynamic Dividend Fund
+0.87%
+$1,765.26 
IWM iShares Russell 2000 ETF
+0.87%
+$3,568.71 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$7,124.84 
HDV iShares Core High Dividend ETF
+0.87%
+$7,914 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$208,527.19 
THC Tenet Healthcare Corporation
+0.86%
+$3,158.8 
PG Procter & Gamble Co
+0.86%
+$64,744.6 
ED Consolidated Edison, Inc.
+0.84%
+$2,842.2 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$3,247.04 
SDY SPDR S&P Dividend ETF
+0.83%
+$2,056.25 
SRE Sempra
+0.82%
+$13,584.75 
CSL Carlisle Companies Inc.
+0.81%
+$2,062.76 
PARR Par Pacific Holdings Inc.
+0.8%
+$5,424.32 
SO The Southern Company
+0.78%
+$76,279.89 
GE General Electric Company
+0.76%
+$4,457.66 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$4,720.5 
ACM Aecom
+0.76%
+$2,437.47 
PSX Phillips 66
+0.76%
+$1,648.34 
CVX Chevron Corporation
+0.75%
+$108,742.82 
XLE Energy Select Sector SPDR Fund
+0.75%
+$27,916.03 
DLR Digital Realty Trust, Inc.
+0.74%
+$3,666.56 
SBUX Starbucks Corporation
+0.74%
+$5,941.69 
KMB Kimberly-Clark Corporation
+0.74%
+$2,016 
UNH UnitedHealth Group Incorporated
+0.73%
+$6,183.54 
HD The Home Depot, Inc.
+0.73%
+$18,680.62 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.73%
+$1,332.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$1,875.9 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$19,507.54 
MA Mastercard Incorporated
+0.71%
+$54,579.63 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$91,430.5 
VB Vanguard Small-Cap ETF
+0.7%
+$6,709.39 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$4,283.41 
BMEZ BlackRock Health Sciences Trust II
+0.69%
+$1,043.6 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$15,034.24 
EMR Emerson Electric Co.
+0.69%
+$21,692.54 
COST Costco Wholesale Corporation
+0.68%
+$55,337.77 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$12,658.28 
YUM Yum! Brands, Inc.
+0.68%
+$1,447.68 
ECL Ecolab Inc.
+0.68%
+$2,269.5 
MS Morgan Stanley
+0.65%
+$2,565.41 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$622.14 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,772 
WMB The Williams Companies, Inc.
+0.64%
+$1,601.73 
DUK Duke Energy Corporation
+0.63%
+$34,154.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,170 
CMI Cummins Inc.
+0.59%
+$1,812.75 
BOE BlackRock Enhanced Global Dividend Trust
+0.59%
+$780.92 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$54,986.99 
AEP American Electric Power Company, Inc.
+0.58%
+$3,725.25 
VGT Vanguard Information Technology ETF
+0.58%
+$4,068.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$5,131.46 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,637.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$2,058.65 
IVV iShares Core S&P 500 ETF
+0.55%
+$14,360.07 
IPAC iShares Core MSCI Pacific ETF
+0.55%
+$2,152.8 
VOO Vanguard S&P 500 ETF
+0.55%
+$197,607.99 
HON Honeywell International Inc.
+0.54%
+$5,948.81 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$9,030 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$20,384.86 
ZWS Zurn Elkay Water Solutions Corporation
+0.54%
+$1,416.48 
URI United Rentals, Inc.
+0.54%
+$5,399.25 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$4,887 
GOOGL Alphabet Inc
+0.53%
+$185,617.62 
RECS Columbia Research Enhanced Core ETF
+0.53%
+$16,919.65 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$82,855 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$5,444.06 
LNG Cheniere Energy Inc.
+0.47%
+$2,372.34 
NET Cloudflare Inc.
+0.46%
+$1,816.88 
GOOG Alphabet Inc
+0.45%
+$33,977.6 
WMT Walmart Inc.
+0.45%
+$58,474.55 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$32,743.82 
EMC Global X Emerging Markets Great Consumer ETF
+0.43%
+$1,068.16 
PGR Progressive Corporation
+0.42%
+$3,749.39 
AME Ametek Inc.
+0.4%
+$4,531.75 
ROK Rockwell Automation, Inc.
+0.38%
+$6,895 
GD General Dynamics Corporation
+0.38%
+$46,054.02 
PEP PepsiCo, Inc.
+0.38%
+$5,633.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$13,914.5 
CMRE-PC Costamare Inc.
+0.37%
+$1,592 
TDY Teledyne Technologies Incorporated
+0.37%
+$966.4 
CPB The Campbell's Company
+0.35%
+$2,287.76 
CLH Clean Harbors Inc.
+0.35%
+$106,046 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$3,792.48 
ITRN Ituran Location and Control Ltd.
+0.33%
+$1,716.02 
WEC WEC Energy Group Inc.
+0.33%
+$845.82 
AMGN Amgen Inc.
+0.32%
+$6,387.49 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$827.33 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$320.49 
WM Waste Management, Inc.
+0.3%
+$865.27 
ROL Rollins, Inc.
+0.3%
+$667.52 
FANG Diamondback Energy Inc
+0.28%
+$1,346.76 
XOM Exxon Mobil Corporation
+0.28%
+$43,494.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$5,304.59 
CARR Carrier Global Corporation
+0.24%
+$1,192.04 
EXR Extra Space Storage Inc.
+0.23%
+$959.54 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$8,580.4 
ADP Automatic Data Processing Inc.
+0.2%
+$2,877.23 
ALLE Allegion plc
+0.19%
+$458.88 
PHYS Sprott Physical Gold Trust
+0.19%
+$5,229 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$929.16 
TRV The Travelers Companies, Inc.
+0.18%
+$482.16 
VGK Vanguard FTSE Europe ETF
+0.18%
+$654.56 
VUG Vanguard Growth ETF
+0.18%
+$933.3 
NVDA NVIDIA Corporation
+0.16%
+$47,790.72 
GWW W.W. Grainger, Inc.
+0.14%
+$364.82 
DLY DoubleLine Yield Opportunities Fund
+0.14%
+$265 
RY Royal Bank of Canada
+0.14%
+$1,383.16 
SHW The Sherwin-Williams Company
+0.13%
+$1,147.94 
VSXY Victoria's Secret & Co.
+0.13%
+$2,879.9 
PH Parker-Hannifin Corporation
+0.12%
+$488.39 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$339.69 
KO The Coca-Cola Company
+0.11%
+$1,424.97 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$1,761.37 
MSFT Microsoft Corp.
+0.1%
+$32,948.78 
CL Colgate-Palmolive Company
+0.07%
+$651.36 
CB Chubb Limited
+0.06%
+$253.49 
GLD SPDR Gold Shares
+0.06%
+$408.32 
AON Aon plc
+0.04%
+$102.89 
TJX The TJX Companies, Inc.
+0.04%
+$5,980.94 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$2,010.08 
PANW Palo Alto Networks, Inc.
+0.03%
+$6,436.35 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$111.99 
ORCL Oracle Corporation
+0.02%
+$321.07 
MCD McDonald's Corporation
+0.01%
+$185.89 
PFGC Performance Food Group Co.
+0.01%
+$59.53 
AZN
0%
$0 
BKGI BNY Mellon Global Infrastructure Income Fund
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
JCI
0%
$0 
SQ Block, Inc.
0%
$0 
SSB
0%
$0 
TM Toyota Motor Corporation
0%
$0 
AVAV AeroVironment Inc.
-7.14%
-$20,359.83 
HIMS Hims & Hers Health, Inc.
-7.1%
-$36,965.6 
ADBE Adobe Inc.
-6.75%
-$13,050.74 
RDDT Reddit Inc Class A
-6.44%
-$22,621.28 
DKNG DraftKings Inc.
-3.4%
-$15,726.36 
LLY Eli Lilly and Company
-2.41%
-$556,371.7 
PLTR Palantir Technologies Inc.
-2.36%
-$638,360.42 
NKE Nike, Inc. - Class B
-2.24%
-$37,061.46 
SHOP Shopify Inc.
-2.02%
-$5,053.18 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$6,539.25 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$52,057.23 
ABT Abbott Laboratories
-1.64%
-$12,496.47 
AAPL Apple Inc.
-1.52%
-$774,567 
LMT Lockheed Martin Corporation
-1.52%
-$16,474.49 
ULS Ul Solutions Inc.
-1.5%
-$4,101.08 
SPXC Spx Technologies Inc.
-1.47%
-$7,079.53 
MU Micron Technology, Inc.
-1.43%
-$33,083.22 
MRK Merck & Co., Inc.
-1.42%
-$19,717.98 
LHX L3Harris Technologies, Inc.
-1.4%
-$4,844.28 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$122,134 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$11,523.65 
LYFT Lyft Inc.
-1.24%
-$5,691.94 
AMZN Amazon.com Inc
-1.23%
-$299,666.43 
BA Boeing Company
-1.16%
-$5,443.79 
BURL Burlington Stores Inc.
-1.15%
-$5,731.03 
NFLX Netflix, Inc.
-1.14%
-$4,705.8 
EEA The European Equity Fund, Inc.
-1.12%
-$1,325.76 
MSGE Madison Square Garden Entertainment Corp.
-1.05%
-$64,079.34 
UBER Uber Technologies, Inc.
-1.01%
-$69,864.9 
AXON Axon Enterprise, Inc.
-1%
-$103,610.13 
AJG Arthur J. Gallagher & Co.
-1%
-$53,585.63 
IBM International Business Machines Corporation
-0.95%
-$11,131.74 
AVGO Broadcom Inc.
-0.91%
-$355,453.3 
OKLO Oklo Inc.
-0.64%
-$1,776.74 
BWXT Bwx Technologies Inc.
-0.63%
-$5,232.38 
TIGR UP Fintech Holding Ltd
-0.62%
-$1,370.79 
CSCO Cisco Systems, Inc.
-0.6%
-$16,737.49 
MDLZ Mondelez International, Inc.
-0.58%
-$2,903.39 
ETN Eaton Corporation plc
-0.57%
-$9,191.25 
BSX Boston Scientific Corporation
-0.55%
-$27,481.22 
SOFI SoFi Technologies, Inc.
-0.54%
-$18,139.59 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$375.2 
UPS United Parcel Service, Inc.
-0.51%
-$564,499.5 
DOV Dover Corporation
-0.5%
-$1,546.61 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,224.55 
TT Trane Technologies plc
-0.41%
-$4,122.11 
COIN Coinbase Global, Inc.
-0.41%
-$1,478.73 
NOC Northrop Grumman Corporation
-0.4%
-$38,303.1 
DHR Danaher Corporation
-0.38%
-$1,231.61 
RTX RTX Corporation
-0.37%
-$4,396.26 
AMLP Alerian MLP ETF
-0.34%
-$76,474.8 
PENG Penguin Solutions, Inc.
-0.31%
-$4,035.4 
DIS The Walt Disney Company
-0.3%
-$1,202.1 
META Meta Platforms Inc Class A
-0.26%
-$7,574.85 
BGR BlackRock Energy & Resources Trust
-0.25%
-$401.04 
PDX PIMCO Dynamic Income Strategy Fund
-0.24%
-$516.05 
GILD Gilead Sciences Inc.
-0.22%
-$22,511.72 
GRMN Garmin Ltd.
-0.2%
-$1,070.38 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,300.3 
MDT Medtronic plc
-0.16%
-$527.8 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$1,159.6 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$18,483.57 
LOW Lowe's Companies Inc.
-0.12%
-$1,490.69 
VHT Vanguard Health Care ETF
-0.12%
-$314.5 
W Wayfair Inc.
-0.12%
-$335.7 
SGI Somnigroup International Inc.
-0.1%
-$4,067.07 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$7,918.84 
LIF Life360, Inc.
-0.07%
-$210.81 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$260.97 Events
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Dividends
Dividend Analysis
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| Trades 1911 | Longs Won 1211/1911 63% | Profit Factor 3.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $247,595.95 | Best Trade (Jun 14) $21.2M | Sharpe Ratio -12.6 |
| Average Loss -$129,100.98 | Worst Trade (Jun 14) -$41.03M | Z-Score 13.72 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $109,639.22 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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