CTC
Caldwell Trust Co Portfolio
Invests via Caldwell Trust Co | Managed by R.G. "Kelly" Caldwell Jr., Kendall Peacock, Gail Neujahr, Tyler Mahon
Invests via Caldwell Trust Co
Managed by R.G. "Kelly" Caldwell Jr., Kendall Peacock, Gail Neujahr, Tyler Mahon
Automatically Tracked
Company Profile
A regional fiduciary and wealth-management firm focused on trustee, estate, and investment administration for high-net-worth individuals, families, and private foundations. Caldwell Trust Co provides trust administration, custody, fiduciary services, and tailored investment oversight, often partnering with external asset managers and family offices. Relevant to investors for conservative capital preservation mandates, succession planning, and multi-generational wealth transfer solutions in private wealth markets.
A regional fiduciary and wealth-management firm focused on trustee, estate, and investment administration for high-net-worth individuals, families, and private foundations. Caldwell Trust Co provides trust administration, custody, fiduciary services, and tailored investment oversight, often partnering with external asset managers and family offices. Relevant to investors for conservative capital preservation mandates, succession planning, and multi-generational wealth transfer solutions in private wealth markets.
Investment Philosophy & Strategy
Prioritizes fiduciary-driven, capital-preservation investing with bespoke, liability-aware asset allocation for high-net-worth families and foundations. Emphasizes diversified multi-asset portfolios, conservative risk budgeting, low-turnover stewardship, and manager selection through partnerships with specialist asset managers and family offices. Strategy favors long-term horizons, income and real-return orientation, tax-efficient structuring and succession-aligned solutions, applying rigorous governance and liquidity overlays to protect intergenerational wealth.
Prioritizes fiduciary-driven, capital-preservation investing with bespoke, liability-aware asset allocation for high-net-worth families and foundations. Emphasizes diversified multi-asset portfolios, conservative risk budgeting, low-turnover stewardship, and manager selection through partnerships with specialist asset managers and family offices. Strategy favors long-term horizons, income and real-return orientation, tax-efficient structuring and succession-aligned solutions, applying rigorous governance and liquidity overlays to protect intergenerational wealth.
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:
-14.7%
Gain
Monthly
0.09%
Yearly
1.06%
Drawdown
47.39%
$1.24B
Equity
Holdings
$1.24B
Investment
$704.24M
$580.27M
Profit -$6.59M
Realized
$45.17M
Unrealized
$535.1M
Dividends
$97.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.59M
Win %
75%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$5.13M
Win %
75%
This Month
Compared to last month
Gain
0.56%
Profit
$6.95M
Win %
75%
This Year
Compared to last year
Gain
11.42%
Profit
$127M
Win %
74%
ASTS AST SpaceMobile, Inc.
+10.22%
+$5,620 
TRV The Travelers Companies, Inc.
+7.63%
+$29,942.18 
TECX Tectonic Therapeutic Inc.
+5.94%
+$36.4 
STX Seagate Technology Holdings plc
+5.84%
+$64,701.46 
MU Micron Technology, Inc.
+4.74%
+$14,164.5 
ROAD Construction Partners, Inc. Class A Common Stock
+3.37%
+$5,475.15 
HPQ HP Inc.
+3.29%
+$5,331.27 
KRYS Krystal Biotech Inc.
+3.19%
+$2,728.75 
ORCL Oracle Corporation
+3.08%
+$112,850.44 
AIG American International Group Inc.
+2.81%
+$144.54 
WDC Western Digital Corporation
+2.79%
+$260 
VST Vistra Corp
+2.77%
+$423 
RGTI Rigetti Computing Inc
+2.66%
+$375 
ALL Allstate Corporation
+2.65%
+$81,880.68 
TTE TotalEnergies SE
+2.43%
+$3,640.41 
GE General Electric Company
+2.35%
+$45,727.44 
OXY-WT Occidental Petroleum Corporation
+2.31%
+$216.81 
HIG The Hartford Insurance Group, Inc.
+2.29%
+$3,574.47 
SQ Block, Inc.
+2.27%
+$1,456 
CSCO Cisco Systems, Inc.
+2.27%
+$188,303.76 
ZS Zscaler Inc.
+2.26%
+$662 
UNH UnitedHealth Group Incorporated
+2.23%
+$36,580 
NET Cloudflare Inc.
+2.22%
+$302 
HUM Humana Inc.
+2.18%
+$5,241.23 
ADM Archer-Daniels-Midland Co
+2.17%
+$1,167.84 
PBR Petrobras S.A. Sponsored ADR
+2.17%
+$43.7 
CINF Cincinnati Financial Corporation
+2.14%
+$716.3 
LYB LyondellBasell Industries N.V.
+2.13%
+$953.25 
DELL Dell Technologies Inc.
+2.09%
+$2,784.6 
EG Everest Group, Ltd.
+2.02%
+$466.24 
Q Qnity Electronics Inc.
+2.01%
+$11,617.12 
ALB Albemarle Corporation
+1.97%
+$341.48 
GNLX Genelux Corp.
+1.95%
+$5.5 
SU Suncor Energy Inc.
+1.95%
+$385.86 
P Everpure Inc.
+1.93%
+$55.44 
GEV GE Vernova Inc.
+1.92%
+$21,549.77 
WRB W.R. Berkley Corporation
+1.92%
+$63,349.84 
SHEL Shell plc
+1.84%
+$52,375.2 
NOC Northrop Grumman Corporation
+1.83%
+$23,024.2 
CB Chubb Limited
+1.82%
+$1,214.44 
ATKR Atkore Inc.
+1.82%
+$399 
PANW Palo Alto Networks, Inc.
+1.81%
+$96,662.95 
NGG National Grid plc Sponsored ADR
+1.79%
+$338.92 
SWKS Skyworks Solutions Inc.
+1.79%
+$67.98 
ACHR Archer Aviation Inc.
+1.78%
+$200 
MRVL Marvell Technology, Inc.
+1.74%
+$73,383.44 
ORI Old Republic International Corp.
+1.69%
+$420 
FWRG First Watch Restaurant Group, Inc.
+1.68%
+$246 
XBI SPDR S&P Biotech ETF
+1.65%
+$1,656.6 
DOW Dow Inc.
+1.64%
+$1,454.4 
F Ford Motor Company
+1.62%
+$582.82 
CF CF Industries Holdings, Inc.
+1.52%
+$1,205.46 
XOM Exxon Mobil Corporation
+1.52%
+$132,380.83 
IRM Iron Mountain Inc.
+1.51%
+$1,334 
ETN Eaton Corporation plc
+1.49%
+$7,962.41 
ARW Arrow Electronics Inc.
+1.49%
+$1,520 
SOLS Sollensys Corp
+1.46%
+$1,031.9 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.41%
+$191.88 
ABT Abbott Laboratories
+1.38%
+$64,798.56 
CVX Chevron Corporation
+1.33%
+$135,503.73 
PSX Phillips 66
+1.27%
+$47,366.06 
IMAX Imax Corporation
+1.26%
+$12.25 
JNJ Johnson & Johnson
+1.25%
+$181,793.53 
OXY Occidental Petroleum Corporation
+1.24%
+$3,803.14 
VLO Valero Energy Corporation
+1.18%
+$42,599.92 
ADBE Adobe Inc.
+1.17%
+$6,645.65 
BP BP p.l.c. Sponsored ADR
+1.14%
+$3,877.97 
MO Altria Group, Inc.
+1.11%
+$20,229.75 
DVN Devon Energy Corporation
+1.09%
+$23.5 
PHYS Sprott Physical Gold Trust
+1.07%
+$2,230.4 
VTR Ventas Inc.
+1.05%
+$2,120 
AFL Aflac Inc.
+1.05%
+$5,114.86 
STM STMicroelectronics N.V.
+1.04%
+$1,950 
CAT Caterpillar Inc.
+1.02%
+$163,718.05 
CRWD CrowdStrike Holdings, Inc.
+1%
+$2,314.21 
GLDM SPDR Gold MiniShares Trust
+0.95%
+$9,153 
IAU iShares Gold Trust
+0.95%
+$1,511.59 
GLD SPDR Gold Shares
+0.93%
+$7,894.82 
ABBV AbbVie Inc.
+0.93%
+$60,210.68 
ITA iShares U.S. Aerospace & Defense ETF
+0.91%
+$5,831.7 
PGR Progressive Corporation
+0.91%
+$28.05 
ECG Everus Construction Group, Inc.
+0.91%
+$63.44 
EPD Enterprise Products Partners L.P.
+0.9%
+$2,567 
GNRC Generac Holdings Inc.
+0.88%
+$75.6 
IFF International Flavors & Fragrances Inc.
+0.88%
+$65.28 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.82%
+$156.88 
COP ConocoPhillips
+0.8%
+$9,828.9 
EMR Emerson Electric Co.
+0.78%
+$30,650.34 
PM Philip Morris International Inc.
+0.77%
+$36,650.04 
WELL Welltower Inc.
+0.77%
+$673.26 
BMY Bristol-Myers Squibb Company
+0.76%
+$15,248.54 
CVS CVS Health Corporation
+0.75%
+$464 
FCX Freeport-McMoRan Inc.
+0.73%
+$440.75 
FTNT Fortinet Inc.
+0.72%
+$4,846.4 
B BARRICK MINING CORP Common Stock (ABR0)
+0.72%
+$6,624.25 
LLY Eli Lilly and Company
+0.7%
+$177,114.93 
DD DuPont de Nemours, Inc.
+0.69%
+$13,143.69 
DY Dycom Industries Inc.
+0.69%
+$715 
XLE Energy Select Sector SPDR Fund
+0.69%
+$3,465.73 
CEG Constellation Energy Corporation
+0.69%
+$10,488.72 
CMG Chipotle Mexican Grill, Inc.
+0.69%
+$868.56 
NVS Novartis AG Sponsored ADR
+0.67%
+$2,379.3 
MPC Marathon Petroleum Corporation
+0.66%
+$4,072.3 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.65%
+$3,733.8 
PRU Prudential Financial, Inc.
+0.64%
+$10,222.76 
BHP BHP Group Ltd.
+0.64%
+$339.9 
SBAC SBA Communications Corporation
+0.64%
+$80.24 
SLV iShares Silver Trust
+0.64%
+$1,027.2 
GNR SPDR S&P Global Natural Resources ETF
+0.63%
+$783 
EOG EOG Resources, Inc.
+0.57%
+$2,037.59 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.57%
+$198.94 
RTX RTX Corporation
+0.56%
+$22,821.48 
EA Electronic Arts Inc.
+0.52%
+$4,300.56 
AMT American Tower Corporation
+0.5%
+$2,816.05 
CAH Cardinal Health Inc.
+0.5%
+$501.4 
ZBRA Zebra Technologies Corporation
+0.49%
+$288.96 
LNG Cheniere Energy Inc.
+0.48%
+$338.39 
HAL Halliburton Company
+0.46%
+$461.28 
PFG Principal Financial Group, Inc.
+0.45%
+$119.85 
CRWV CoreWeave, Inc.
+0.43%
+$63 
CTVA Corteva Inc.
+0.43%
+$1,383.8 
CMI Cummins Inc.
+0.42%
+$17,609.15 
PWR Quanta Services Inc.
+0.41%
+$35,541.73 
BBH VanEck Biotech ETF
+0.4%
+$156.86 
PH Parker-Hannifin Corporation
+0.4%
+$13,801.55 
TLT iShares 20+ Year Treasury Bond ETF
+0.4%
+$2,239.14 
TDY Teledyne Technologies Incorporated
+0.4%
+$35 
LMT Lockheed Martin Corporation
+0.38%
+$11,390.74 
MTUM iShares MSCI USA Momentum Factor ETF
+0.36%
+$74.8 
BA Boeing Company
+0.35%
+$699.75 
JOBY Joby Aviation, Inc.
+0.34%
+$29 
AEG Aegon N.V.
+0.33%
+$14.07 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.33%
+$73.44 
BHF Brighthouse Financial Inc.
+0.33%
+$12.69 
NATL NCR Atleos Corporation
+0.32%
+$8.55 
PAA Plains All American Pipeline, L.P.
+0.32%
+$165.37 
TRGP Targa Resources Corp.
+0.31%
+$1,442.48 
MRK Merck & Co., Inc.
+0.31%
+$14,414.4 
DKS Dick's Sporting Goods, Inc.
+0.3%
+$2,252.58 
EQT EQT Corporation
+0.3%
+$750 
OGS One Gas Inc.
+0.29%
+$109.51 
GDX VanEck Gold Miners ETF
+0.29%
+$273 
BNTX BioNTech SE
+0.29%
+$2.66 
CQP Cheniere Energy Partners L.P.
+0.27%
+$90.95 
MET MetLife Inc.
+0.27%
+$640.5 
MSI Motorola Solutions, Inc.
+0.27%
+$2,509.1 
AVGO Broadcom Inc.
+0.25%
+$26,352.72 
FCVT First Trust SSI Strategic Convertible Securities ETF
+0.24%
+$77.16 
HCI HCI Group, Inc.
+0.24%
+$233.92 
ADSK Autodesk, Inc.
+0.24%
+$366.08 
CWB SPDR Bloomberg Convertible Securities ETF
+0.24%
+$96 
BAB Invesco Taxable Municipal Bond ETF
+0.23%
+$1,160.76 
BLV Vanguard Long-Term Bond ETF
+0.23%
+$289.85 
PYPL PayPal Holdings Inc
+0.23%
+$17.42 
OGN Organon & Co.
+0.22%
+$4.53 
DTI Drilling Tools International Corp.
+0.22%
+$3.79 
TIP iShares TIPS Bond ETF
+0.22%
+$1,108.73 
MDU MDU Resources Group, Inc.
+0.21%
+$46.8 
NUE Nucor Corporation
+0.21%
+$2,475 
RY Royal Bank of Canada
+0.21%
+$655.65 
MCK McKesson Corporation
+0.21%
+$3,338.9 
JCI Johnson Controls International plc
+0.2%
+$612.94 
AWK American Water Works Company, Inc.
+0.19%
+$129.5 
NOW ServiceNow, Inc.
+0.17%
+$321.84 
IGF iShares Global Infrastructure ETF
+0.16%
+$52.5 
IBB iShares Biotechnology ETF
+0.15%
+$383.05 
NSC Norfolk Southern Corporation
+0.15%
+$3,097.51 
AIQ Global X Artificial Intelligence & Technology ETF
+0.14%
+$0.96 
BMO Bank of Montreal
+0.13%
+$367.5 
ANET Arista Networks, Inc.
+0.13%
+$11,463.98 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.13%
+$4.37 
HOMB Home BancShares Inc.
+0.13%
+$205.28 
DGX Quest Diagnostics Inc.
+0.13%
+$3,480.03 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.13%
+$222.99 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$33.96 
AMD Advanced Micro Devices, Inc.
+0.11%
+$5,106.63 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$105.72 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.11%
+$78.82 
DLR Digital Realty Trust, Inc.
+0.1%
+$386.98 
MFC Manulife Financial Corporation
+0.1%
+$38.38 
KR Kroger Co.
+0.1%
+$1,839.6 
MRP Millrose Properties Inc.
+0.1%
+$3.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$531 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$360.1 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$13,113.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.09%
+$11.52 
PFF iShares Preferred and Income Securities ETF
+0.08%
+$672.17 
PFFD Global X U.S. Preferred ETF
+0.08%
+$7.47 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$37.18 
FBND Fidelity Total Bond ETF
+0.08%
+$26.11 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$1,875.94 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$6.44 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.07%
+$0.77 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$1,064.25 
HPS John Hancock Preferred Income Fund III
+0.07%
+$3.9 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.07%
+$9 
JPM JPMorgan Chase & Co.
+0.07%
+$15,327.64 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.07%
+$8,603.42 
NHI National Health Investors, Inc.
+0.06%
+$31.65 
COR Cencora, Inc.
+0.06%
+$29.26 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$13.65 
VRP Invesco Variable Rate Preferred ETF
+0.06%
+$7.5 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$224.35 
WU Western Union Co.
+0.06%
+$21.11 
MBB iShares MBS ETF
+0.06%
+$93.39 
AEM Agnico Eagle Mines Limited
+0.06%
+$27.75 
GVI iShares Intermediate Government Bond ETF
+0.05%
+$2.2 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.05%
+$2.7 
SPBO SPDR Portfolio Corporate Bond ETF
+0.05%
+$139.54 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$13.32 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$7.5 
UNP Union Pacific Corporation
+0.05%
+$3,501.37 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.05%
+$1.53 
TD The Toronto-Dominion Bank
+0.04%
+$27.25 
RPV Invesco S&P 500 Pure Value ETF
+0.04%
+$6.08 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$255.02 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$5,265.04 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$20.38 
NBB Nuveen Taxable Municipal Income Fund
+0.03%
+$1.46 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$3.15 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$2.16 
UGI UGI Corporation
+0.03%
+$7.41 
BKLN Invesco Senior Loan ETF
+0.02%
+$5.28 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$98.22 
NXTG First Trust Indxx NextG ETF
+0.02%
+$1.22 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$0.14 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$658.7 
FALN iShares Fallen Angels USD Bond ETF
+0.02%
+$4.25 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$15.3 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.01%
+$29.72 
WPC W. P. Carey Inc.
+0.01%
+$3 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$2.06 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.01%
+$2.1 
HON Honeywell International Inc.
0%
+$116.45 
SHY iShares 1-3 Year Treasury Bond ETF
0%
+$2 
AFB AllianceBernstein National Municipal Income Fund
0%
$0 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
BAC Bank of America Corporation
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FAX
0%
$0 
FTF Franklin Limited Duration Income Trust
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WFC-PL Wells Fargo & Company
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.6%
-$113,624.54 
SNPS Synopsys, Inc.
-8.28%
-$23,100.57 
NFLX Netflix, Inc.
-6.87%
-$312,318.09 
AXON Axon Enterprise, Inc.
-4.89%
-$17,079.6 
AMC AMC Entertainment Holdings, Inc.
-4.35%
-$346.5 
GEHC GE HealthCare Technologies Inc.
-3.77%
-$15,320.25 
KO The Coca-Cola Company
-3.71%
-$171,911.25 
AA Alcoa Corporation
-3.63%
-$98.6 
SYK Stryker Corporation
-3.44%
-$126,813.71 
BZFD BuzzFeed Inc.
-3.24%
-$17.23 
AMAT Applied Materials, Inc.
-3.22%
-$252,699.86 
PRG Prog Holdings Inc.
-3.09%
-$974.61 
IHI iShares U.S. Medical Devices ETF
-3.05%
-$12,627.78 
AMCR Amcor plc
-2.99%
-$1,567.8 
MIDD The Middleby Corporation
-2.99%
-$437.78 
A Agilent Technologies Inc.
-2.95%
-$269.01 
MNST Monster Beverage Corporation
-2.79%
-$3,766.5 
WAT Waters Corporation
-2.78%
-$2,787.8 
VYX NCR Voyix Corp
-2.71%
-$25.87 
NDAQ Nasdaq, Inc.
-2.71%
-$1,751.85 
HCA HCA Healthcare Inc.
-2.69%
-$12,433.62 
OTIS Otis Worldwide Corporation
-2.67%
-$5,561.87 
OPRA Opera Limited ADR
-2.59%
-$1,282.35 
OMC Omnicom Group Inc.
-2.51%
-$1,396.82 
ZM Zoom Video Communications, Inc.
-2.47%
-$213.44 
LEN Lennar Corporation
-2.46%
-$4,083.21 
IBM International Business Machines Corporation
-2.46%
-$109,772.13 
MTCH Match Group, Inc.
-2.4%
-$989.12 
LUV Southwest Airlines Co.
-2.36%
-$174.75 
FDS FactSet Research Systems Inc.
-2.34%
-$2,190.2 
LOW Lowe's Companies Inc.
-2.32%
-$17,013.96 
TOL Toll Brothers Inc
-2.28%
-$49,629 
FAST Fastenal Co.
-2.27%
-$13,107.96 
WMB The Williams Companies, Inc.
-2.26%
-$1,902.94 
META Meta Platforms Inc Class A
-2.25%
-$148,502.95 
FITB Fifth Third Bancorp
-2.23%
-$7,100.68 
GNTX Gentex Corporation
-2.23%
-$555 
BAX Baxter International Inc.
-2.23%
-$520 
THRM Gentherm Inc.
-2.21%
-$73.8 
UBER Uber Technologies, Inc.
-2.2%
-$6,060.34 
IVZ Invesco Ltd.
-2.18%
-$2,290.2 
KLAC KLA Corporation
-2.16%
-$38,969.05 
FMC FMC Corporation
-2.14%
-$2.45 
DAL Delta Air Lines, Inc.
-2.12%
-$667.92 
SBUX Starbucks Corporation
-2.12%
-$6,534.3 
BNY BlackRock New York Municipal Income Trust
-2.1%
-$3,824.95 
MCO Moody's Corporation
-2.08%
-$6,468.01 
IDXX IDEXX Laboratories, Inc.
-2.07%
-$907.44 
IT Gartner Inc.
-2.07%
-$592 
FISV Fiserv, Inc.
-2.07%
-$4,756.15 
DIS The Walt Disney Company
-2.06%
-$24,075.2 
IAC People Incorporated
-2.04%
-$441.75 
LKQ LKQ Corporation
-2.04%
-$265 
CPB The Campbell's Company
-2.01%
-$5.46 
QSR Restaurant Brands International Inc.
-2.01%
-$23,970.75 
RYN Rayonier Inc.
-2.01%
-$813.9 
ITW Illinois Tool Works Inc.
-2%
-$33,370.15 
NSA National Storage Affiliates Trust
-1.99%
-$271.5 
NVO Novo Nordisk A/S Sponsored ADR
-1.98%
-$224.4 
RF Regions Financial Corporation
-1.98%
-$45.44 
IRT Independence Realty Trust Inc.
-1.97%
-$1,156.42 
V Visa Inc. Class A
-1.97%
-$227,463.05 
IART Integra LifeSciences Holdings Corporation
-1.97%
-$78 
NKE Nike, Inc. - Class B
-1.96%
-$4,506.25 
GOOG Alphabet Inc
-1.96%
-$124,421.6 
LECO Lincoln Electric Holdings, Inc.
-1.95%
-$505.58 
WCN Waste Connections Inc.
-1.94%
-$892.32 
GOOGL Alphabet Inc
-1.93%
-$835,972.78 
NTRS Northern Trust Corporation
-1.93%
-$1,386.84 
RCL Royal Caribbean Group
-1.93%
-$3,786.55 
JBLU JetBlue Airways Corporation
-1.92%
-$59.62 
MKC McCormick & Company, Incorporated
-1.92%
-$6,311.27 
EFX Equifax Inc.
-1.92%
-$433.44 
CTAS Cintas Corporation
-1.89%
-$6,797.7 
NYT New York Times Co.
-1.88%
-$4,278.65 
KMX CarMax Inc.
-1.88%
-$330 
TMO Thermo Fisher Scientific Inc.
-1.87%
-$17,282.16 
HMC Honda Motor Co., Ltd.
-1.86%
-$109.67 
DEO Diageo plc Sponsored ADR
-1.85%
-$1,276.64 
BKNG Booking Holdings Inc.
-1.85%
-$852.5 
MA Mastercard Incorporated
-1.83%
-$240,313.05 
MTZ MasTec, Inc. Common Stock
-1.83%
-$1,047.48 
NL NL Industries Inc.
-1.83%
-$11 
ELV Elevance Health, Inc.
-1.82%
-$1,902.6 
PSA Public Storage Common Stock
-1.81%
-$1,531.4 
PEP PepsiCo, Inc.
-1.81%
-$74,468.22 
BEN Franklin Resources Inc.
-1.8%
-$1,805.4 
DXCM DexCom, Inc.
-1.79%
-$6,057.8 
TSLA Tesla, Inc.
-1.79%
-$9,198 
MLM Martin Marietta Materials, Inc.
-1.78%
-$1,081.5 
SAP SAP SE Sponsored ADR
-1.78%
-$31.68 
MSFT Microsoft Corp.
-1.78%
-$546,636.48 
MCD McDonald's Corporation
-1.77%
-$165,632.84 
MAS Masco Corporation
-1.76%
-$806.52 
CLX The Clorox Company
-1.75%
-$1,098.55 
SIRI Sirius XM Holdings Inc.
-1.75%
-$54.5 
ROK Rockwell Automation, Inc.
-1.74%
-$7,473.56 
DTM Dt Midstream Inc.
-1.74%
-$318.75 
FIS Fidelity National Information Services, Inc.
-1.73%
-$10,411.27 
ORRF Orrstown Financial Services Inc.
-1.71%
-$556.56 
FBIN Fortune Brands Innovations Inc.
-1.71%
-$986.4 
WM Waste Management, Inc.
-1.67%
-$54,265.95 
SHW The Sherwin-Williams Company
-1.66%
-$16,476.6 
GIS General Mills, Inc.
-1.65%
-$2,052.48 
URI United Rentals, Inc.
-1.64%
-$55,923.97 
SPGI S&P Global Inc.
-1.64%
-$10,889.75 
HD The Home Depot, Inc.
-1.64%
-$270,242.18 
TTC The Toro Company
-1.63%
-$312 
TRU TransUnion
-1.62%
-$2,620 
FLO Flowers Foods, Inc.
-1.62%
-$95.34 
ICE Intercontinental Exchange, Inc.
-1.61%
-$8,365.33 
FRME First Merchants Corporation
-1.61%
-$949 
BR Broadridge Financial Solutions, Inc.
-1.61%
-$228.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.61%
-$10,728.58 
AXP American Express Company
-1.58%
-$106,887.61 
SHOP Shopify Inc.
-1.57%
-$2,955 
COO The Cooper Companies, Inc.
-1.57%
-$4,427.49 
ODFL Old Dominion Freight Line, Inc.
-1.56%
-$2,219.99 
VOX Vanguard Communication Services ETF
-1.56%
-$299 
RMD ResMed Inc.
-1.55%
-$69.08 
ACN Accenture plc Class A
-1.54%
-$11,767.71 
MAR Marriott International Inc. - Class A
-1.53%
-$11,149.86 
BSX Boston Scientific Corporation
-1.52%
-$6,759.2 
ONB Old National Bancorp
-1.52%
-$4,435.94 
ADP Automatic Data Processing Inc.
-1.52%
-$30,494.1 
GATX GATX Corporation
-1.52%
-$206.25 
RSG Republic Services, Inc.
-1.51%
-$74.58 
CCJ Cameco Corporation
-1.5%
-$1,767.36 
PAYX Paychex Inc.
-1.5%
-$35,578.12 
CSL Carlisle Companies Inc.
-1.5%
-$1,782.73 
GS The Goldman Sachs Group, Inc.
-1.49%
-$21,336.7 
KDP Keurig Dr Pepper Inc.
-1.48%
-$116.25 
AMGN Amgen Inc.
-1.48%
-$173,337.56 
STZ Constellation Brands, Inc.
-1.47%
-$80 
NIC Nicolet Bankshares Inc.
-1.46%
-$31,633.67 
HRL Hormel Foods Corporation
-1.46%
-$369 
HSY The Hershey Company
-1.46%
-$4,074.9 
STT State Street Corp
-1.46%
-$37.87 
BIIB Biogen Inc.
-1.45%
-$1,160.49 
XLC Communication Services Select Sector SPDR Fund
-1.45%
-$8,611.29 
LRCX Lam Research Corporation
-1.44%
-$22,303.57 
CIVB Civista Bancshares Inc.
-1.44%
-$579.35 
DOV Dover Corporation
-1.41%
-$517.98 
COF Capital One Financial Corporation
-1.41%
-$16,297.57 
AVY Avery Dennison Corporation
-1.4%
-$2,885.95 
TXN Texas Instruments Inc
-1.4%
-$39,560.4 
SSNC SS&C Technologies Holdings Inc.
-1.36%
-$311.04 
EXR Extra Space Storage Inc.
-1.35%
-$272.02 
NOK Nokia Corporation Sponsored ADR
-1.35%
-$140 
CAG Conagra Brands Inc.
-1.35%
-$127.92 
BDX Becton, Dickinson and Company
-1.34%
-$7,361.6 
MTB M&T Bank Corporation
-1.34%
-$221 
DHR Danaher Corporation
-1.33%
-$12,271.33 
BUD Anheuser-Busch InBev S.A. ADR
-1.3%
-$13,579.66 
GLW Corning Incorporated
-1.3%
-$32,739.58 
RRX Regal Rexnord Corporation
-1.29%
-$13.72 
IP International Paper Company
-1.29%
-$2,717.54 
WOR Worthington Enterprises Inc.
-1.27%
-$1,262.88 
AJG Arthur J. Gallagher & Co.
-1.27%
-$4,931.26 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.27%
-$73.05 
C Citigroup Inc.
-1.25%
-$4,380.78 
SBCF Seacoast Banking Corporation of Florida
-1.25%
-$786.47 
NBTB NBT Bancorp Inc.
-1.25%
-$247.38 
FTV Fortive Corporation
-1.25%
-$117 
CDW CDW Corporation
-1.24%
-$1,653.3 
AVB AvalonBay Communities, Inc.
-1.23%
-$3,660.79 
TROW T. Rowe Price Group, Inc.
-1.22%
-$2,866.65 
HBAN Huntington Bancshares Incorporated
-1.21%
-$2,529.22 
IAT iShares U.S. Regional Banks ETF
-1.2%
-$239.43 
CMCSA Comcast Corp
-1.2%
-$1,533.81 
PRK Park National Corporation
-1.2%
-$383.46 
LPLA LPL Financial Holdings Inc.
-1.2%
-$31,057.77 
CFR Cullen/Frost Bankers Inc.
-1.19%
-$48.75 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.19%
-$766.93 
PPL PPL Corporation
-1.18%
-$1,031.14 
DASH DoorDash, Inc.
-1.18%
-$3,476 
PLD Prologis Inc.
-1.18%
-$1,844.42 
OSK Oshkosh Corporation
-1.17%
-$574.48 
BTX BlackRock Technology and Private Equity Fund
-1.17%
-$95 
IEX IDEX Corporation
-1.16%
-$226.1 
ROP Roper Technologies Inc.
-1.16%
-$7,937.8 
FCN Fti Consulting Inc.
-1.14%
-$981.36 
XYL Xylem Inc.
-1.13%
-$489.9 
BN Brookfield Corporation
-1.13%
-$144 
COST Costco Wholesale Corporation
-1.13%
-$169,924.81 
SWK Stanley Black & Decker Inc.
-1.11%
-$86.28 
ABM ABM Industries Inc.
-1.1%
-$116.6 
LULU lululemon athletica inc.
-1.09%
-$39 
BX Blackstone Inc.
-1.09%
-$70,154.46 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.08%
-$2,169.16 
INTU Intuit Inc.
-1.06%
-$2,763.21 
KHC The Kraft Heinz Company
-1.05%
-$106.97 
IBIT iShares Bitcoin Trust
-1.04%
-$953.42 
CME CME Group Inc.
-1.03%
-$204 
TM Toyota Motor Corporation
-1.03%
-$236.22 
QUAL iShares MSCI USA Quality Factor ETF
-1.03%
-$1,835.4 
CHD Church & Dwight Co., Inc.
-1.03%
-$15,576.42 
ADI Analog Devices, Inc.
-1.02%
-$25,320.88 
SJM The J.M. Smucker Company
-1.02%
-$609 
BALL Ball Corp.
-1.01%
-$1,411.84 
ACLC American Century Large Cap Equity Fund
-1.01%
-$835.79 
TMUS T-Mobile US, Inc.
-1.01%
-$44,339.33 
VCR Vanguard Consumer Discretionary ETF
-1.01%
-$1,286.4 
BCV Bancroft Fund Ltd.
-1.01%
-$604.38 
ARKK ARK Innovation ETF Fund
-1%
-$120.12 
NWE NorthWestern Energy Group, Inc.
-0.99%
-$13.05 
PNW Pinnacle West Capital Corporation
-0.99%
-$324 
TSCO Tractor Supply Company
-0.98%
-$320.25 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.98%
-$3,872.87 
CRM Salesforce Inc
-0.97%
-$23,146.9 
FTCS First Trust Capital Strength ETF
-0.96%
-$1,222 
LW Lamb Weston Holdings, Inc.
-0.96%
-$29.7 
FDX FedEx Corporation
-0.95%
-$1,212 
BRO Brown & Brown Inc.
-0.95%
-$734.58 
VUG Vanguard Growth ETF
-0.95%
-$33,096.84 
AEE Ameren Corporation
-0.94%
-$106 
CL Colgate-Palmolive Company
-0.93%
-$13,240.53 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.92%
-$99 
LIN Linde plc
-0.91%
-$12,444.97 
GM General Motors Company
-0.91%
-$2,890.5 
VDC VANGUARD CONSUMER STAPLES ETF
-0.9%
-$73.5 
KMI Kinder Morgan, Inc.
-0.89%
-$665.84 
UTG Reaves Utility Income Fund
-0.88%
-$292.87 
FIX Comfort Systems USA, Inc.
-0.88%
-$148.2 
ALC Alcon Inc.
-0.87%
-$12.3 
NVDA NVIDIA Corporation
-0.87%
-$583,014.96 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$364.47 
ZTS Zoetis Inc.
-0.86%
-$1,953.77 
MDT Medtronic plc
-0.86%
-$4,921.92 
HLT Hilton Worldwide Holdings Inc.
-0.86%
-$9,298.92 
DSI iShares MSCI KLD 400 Social ETF
-0.85%
-$1,452 
FE FirstEnergy Corp.
-0.85%
-$320.04 
BLK BlackRock, Inc.
-0.85%
-$110,740.01 
XEL Xcel Energy Inc.
-0.85%
-$386.92 
CSX CSX Corporation
-0.84%
-$22,625.31 
NRG NRG Energy, Inc.
-0.84%
-$1,926.4 
ADX Adams Diversified Equity Fund, Inc.
-0.84%
-$423.72 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-0.84%
-$110 
TFC Truist Financial Corporation
-0.84%
-$3,240.93 
CHTR Charter Communications Inc
-0.83%
-$37.74 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.83%
-$57.6 
ECL Ecolab Inc.
-0.83%
-$12,818.79 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.83%
-$50.6 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.82%
-$51.25 
OGE Oge Energy Corp.
-0.82%
-$660.96 
INTC Intel Corporation
-0.82%
-$11,386.78 
AAPL Apple Inc.
-0.82%
-$685,819.46 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.82%
-$77.6 
SNOW Snowflake Inc.
-0.82%
-$3,661.95 
PPG PPG Industries Inc.
-0.82%
-$23.28 
VSNT Versant Media Group, Inc.
-0.81%
-$55.16 
YUMC Yum China Holdings Inc.
-0.81%
-$18 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$993.2 
IEMG iShares Core MSCI Emerging Markets ETF
-0.81%
-$1,166.13 
TTWO Take-Two Interactive Software, Inc.
-0.8%
-$107.52 
IWF iShares Russell 1000 Growth ETF
-0.8%
-$20,016.92 
TNA Direxion Daily Small Cap Bull 3X Shares
-0.8%
-$50.73 
PNC The PNC Financial Services Group, Inc.
-0.8%
-$6,189.36 
XLP Consumer Staples Select Sector SPDR Fund
-0.8%
-$1,188.47 
T AT&T Inc.
-0.8%
-$6,761.65 
ITT Itt Inc.
-0.79%
-$713 
GPC Genuine Parts Company
-0.79%
-$25,418.25 
WEC WEC Energy Group Inc.
-0.79%
-$16,186.5 
DSU BlackRock Debt Strategies Fund Inc.
-0.78%
-$20.62 
MDLZ Mondelez International, Inc.
-0.78%
-$4,661.76 
QQQ Invesco QQQ Trust, Series 1
-0.78%
-$105,000.5 
CHI Calamos Convertible Opportunities and Income Fund
-0.78%
-$153.4 
CTSH Cognizant Technology Solutions Corporation
-0.77%
-$310.5 
EXC Exelon Corporation
-0.77%
-$5,422.32 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.75%
-$1,698.8 
AZO AutoZone Inc.
-0.73%
-$10,151.69 
DG Dollar General Corporation
-0.73%
-$79.05 
PKG Packaging Corporation of America
-0.73%
-$5,672.51 
ESGV Vanguard ESG U.S. Stock ETF
-0.73%
-$780.85 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$1,839.06 
NXPI NXP Semiconductors N.V.
-0.71%
-$8,034.12 
MRNA Moderna, Inc.
-0.71%
-$45 
WS Worthington Steel, Inc.
-0.71%
-$63 
SOLV Solventum Corporation
-0.7%
-$249.55 
AMP Ameriprise Financial, Inc.
-0.69%
-$21,833.82 
ED Consolidated Edison, Inc.
-0.69%
-$17,461.08 
COKE Coca-Cola Consolidated Inc.
-0.69%
-$1,576 
IWN iShares Russell 2000 Value ETF
-0.69%
-$4,629.85 
VLTO Veralto Corporation
-0.69%
-$206.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.69%
-$10,205.19 
NEM Newmont Corporation
-0.68%
-$740.28 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.68%
-$11,954.37 
IJR iShares Core S&P Small-Cap ETF
-0.68%
-$97,715 
INGR Ingredion Inc.
-0.68%
-$518.19 
DUK Duke Energy Corporation
-0.67%
-$28,407 
J Jacobs Solutions Inc.
-0.67%
-$5,356.02 
VZ Verizon Communications Inc.
-0.67%
-$16,544.19 
UL Unilever PLC Sponsored American Depositary Receipt
-0.67%
-$2,332.26 
PG Procter & Gamble Co
-0.67%
-$61,842.3 
GEN Gen Digital Inc.
-0.67%
-$133.2 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.67%
-$83.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.66%
-$33,978.84 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.66%
-$1,131 
SUSA iShares MSCI USA ESG Select ETF
-0.66%
-$820 
IYW iShares U.S. Technology ETF
-0.66%
-$1,172.8 
SPPP Sprott Physical Platinum and Palladium Trust
-0.66%
-$139.4 
EXPD Expeditors International of Washington, Inc.
-0.65%
-$2,308.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.65%
-$2,852.45 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$13,333.44 
CRSP Crispr Therapeutics AG
-0.64%
-$31 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.64%
-$3,234.63 
WMT Walmart Inc.
-0.64%
-$76,408.37 
LNT Alliant Energy Corporation
-0.63%
-$746.4 
KMB Kimberly-Clark Corporation
-0.63%
-$4,724.43 
OEF iShares S&P 100 ETF
-0.63%
-$149.76 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.63%
-$1,525.26 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.62%
-$151.72 
SNX TD Synnex Corporation
-0.62%
-$84.28 
ROL Rollins, Inc.
-0.62%
-$62.72 
SCHW Charles Schwab Corporation
-0.61%
-$12,819.24 
YUM Yum! Brands, Inc.
-0.61%
-$4,327.34 
VOO Vanguard S&P 500 ETF
-0.61%
-$154,465.27 
GILD Gilead Sciences Inc.
-0.61%
-$907.19 
XLF Financial Select Sector SPDR Fund
-0.61%
-$4,413.59 
IVV iShares Core S&P 500 ETF
-0.61%
-$138,516.67 
FNCL Fidelity MSCI Financials Index ETF
-0.6%
-$294 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$101,511.01 
FMAT Fidelity MSCI Materials Index ETF
-0.6%
-$172.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.6%
-$5,266.68 
TRP TC Energy Corporation
-0.59%
-$41.5 
AON Aon plc
-0.59%
-$11,258 
ORLY O'Reilly Automotive Inc.
-0.59%
-$8,210.8 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$275,534.92 
MPLX MPLX LP
-0.58%
-$209.55 
IWB iShares Russell 1000 ETF
-0.57%
-$394.8 
TXRH Texas Roadhouse Inc.
-0.56%
-$167.25 
IWS iShares Russell Mid-Cap Value ETF
-0.56%
-$15.98 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.56%
-$420.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.55%
-$4,031.55 
DFUS Dimensional U.S. Equity Market ETF
-0.55%
-$2,281.5 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.55%
-$557.55 
PLTR Palantir Technologies Inc.
-0.54%
-$292 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.54%
-$74.25 
APH Amphenol Corporation
-0.54%
-$3,905.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$88,711.56 
XLB Materials Select Sector SPDR Fund
-0.54%
-$2,422.75 
AZN AstraZeneca PLC American Depositary Shares
-0.54%
-$6,022.38 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$740.95 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$49,961.64 
SDY SPDR S&P Dividend ETF
-0.53%
-$1,618.68 
IFRA iShares U.S. Infrastructure
-0.53%
-$11.7 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.52%
-$448 
FNWD Finward Bancorp
-0.52%
-$7,681.7 
RS Reliance Inc.
-0.52%
-$385.02 
VEU Vanguard FTSE All-World ex-US ETF
-0.52%
-$2,083.78 
NI NiSource Inc.
-0.52%
-$142.56 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.52%
-$312.96 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$1,321.32 
MS Morgan Stanley
-0.51%
-$20,853.28 
PTLC Pacer Trendpilot US Large Cap ETF
-0.51%
-$126 
EIX Edison International
-0.51%
-$52 
AUSF Global X Adaptive U.S. Factor ETF
-0.51%
-$130 
RJF Raymond James Financial Inc.
-0.51%
-$1,073.28 
ES Eversource Energy
-0.51%
-$218.12 
GWW W.W. Grainger, Inc.
-0.51%
-$1,496 
HII Huntington Ingalls Industries Inc.
-0.5%
-$32.64 
RA Brookfield Real Assets Income Fund Inc.
-0.5%
-$63.44 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$4,142.05 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.5%
-$389.65 
CBOE Cboe Global Markets Inc.
-0.5%
-$4,140.03 
CMS CMS Energy Corporation
-0.5%
-$402.19 
ETR Entergy Corporation
-0.5%
-$1,086.42 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$332.95 
SON Sonoco Products Co.
-0.49%
-$607.75 
ASH Ashland Inc.
-0.49%
-$332.65 
FXU First Trust Utilities AlphaDEX Fund
-0.48%
-$16.8 
MRSH Marsh & McLennan Companies, Inc.
-0.48%
-$3,089.62 
TT Trane Technologies plc
-0.48%
-$14,174.72 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.47%
-$43.2 
JHMM John Hancock Multifactor Mid Cap ETF
-0.47%
-$204.75 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.47%
-$207.46 
MDY SPDR S&P MidCap 400 ETF Trust
-0.47%
-$70,278.71 
DON WisdomTree U.S. MidCap Dividend Fund
-0.47%
-$175.5 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$61,030.54 
RWR SPDR Dow Jones REIT ETF
-0.47%
-$247.5 
ILCV iShares Morningstar Value ETF
-0.46%
-$38.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.46%
-$231.19 
AOA iShares Core Aggressive Allocation ETF
-0.45%
-$77 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$14,124.53 
SO The Southern Company
-0.45%
-$13,320.11 
JPC Nuveen Preferred & Income Opportunities Fund
-0.45%
-$23.41 
KVUE Kenvue Inc.
-0.45%
-$14.96 
PFL PIMCO Income Strategy Fund
-0.45%
-$52.5 
IWD iShares Russell 1000 Value ETF
-0.44%
-$390.22 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.44%
-$603.33 
DTE DTE Energy Company
-0.43%
-$1,088.76 
MMM 3M Company
-0.43%
-$10,559.5 
VB Vanguard Small-Cap ETF
-0.43%
-$4,403.23 
AEP American Electric Power Company, Inc.
-0.42%
-$2,219.24 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$79.66 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.41%
-$3,485.59 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.41%
-$102.81 
SAM The Boston Beer Company Inc.
-0.4%
-$730 
SPG Simon Property Group, Inc.
-0.4%
-$13.73 
IUSV iShares Core S&P U.S. Value ETF
-0.4%
-$90.45 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$2,814.75 
IVE ISHARES S&P 500 VALUE ETF
-0.39%
-$633.5 
SNY Sanofi American Depositary Receipt
-0.39%
-$450.33 
EFA iShares MSCI EAFE ETF
-0.38%
-$3,355.92 
LRGF iShares U.S. Equity Factor ETF
-0.38%
-$97.15 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$11,067.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.37%
-$14,314.17 
DGRO iShares Core Dividend Growth ETF
-0.37%
-$48.14 
QDF FlexShares Quality Dividend Index Fund
-0.37%
-$775.2 
MCHP Microchip Technology Incorporated
-0.37%
-$2,328.68 
AMZN Amazon.com Inc
-0.37%
-$125,684.85 
TJX The TJX Companies, Inc.
-0.37%
-$9,532.51 
UPS United Parcel Service, Inc.
-0.37%
-$5,178.49 
BF-B Brown-Forman Corporation
-0.37%
-$518.23 
O Realty Income Corporation
-0.36%
-$405.12 
KTOS Kratos Defense & Security Solutions, Inc.
-0.36%
-$173.4 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.36%
-$236.22 
USMV iShares MSCI USA Min Vol Factor ETF
-0.35%
-$377.77 
PEG Public Service Enterprise Group Incorporated
-0.35%
-$1,866.2 
MLPX Global X MLP & Energy Infrastructure ETF
-0.34%
-$10.14 
VXF Vanguard Extended Market ETF
-0.34%
-$3,033.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.33%
-$59.62 
DVY iShares Select Dividend ETF
-0.33%
-$6,402.88 
CI The Cigna Group
-0.32%
-$1,554.3 
DHS WisdomTree U.S. High Dividend Fund
-0.32%
-$56.25 
AGM Federal Agricultural Mortgage Corporation
-0.32%
-$25.74 
ESG FlexShares STOXX US ESG Select Fund
-0.31%
-$217.65 
VOT Vanguard Mid-Cap Growth ETF
-0.31%
-$1,246.9 
VNQ Vanguard Real Estate ETF
-0.31%
-$2,465.43 
ATO Atmos Energy Corporation
-0.31%
-$162.25 
SCHH Schwab U.S. REIT ETF
-0.3%
-$31.8 
IYH iShares U.S. Healthcare ETF
-0.3%
-$557.6 
HDV iShares Core High Dividend ETF
-0.3%
-$3,580.62 
GRMN Garmin Ltd.
-0.3%
-$767.26 
NPK National Presto Industries Inc.
-0.29%
-$72 
SRE Sempra
-0.29%
-$541.75 
EMN Eastman Chemical Company
-0.29%
-$1,000 
VGT Vanguard Information Technology ETF
-0.29%
-$1,980 
CARR Carrier Global Corporation
-0.29%
-$2,699.4 
KIM Kimco Realty Corporation
-0.29%
-$6,573.09 
USB U.S. Bancorp
-0.28%
-$317.34 
VO Vanguard Mid-Cap ETF
-0.28%
-$29,004.3 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$2,136.16 
XLRE The Real Estate Select Sector SPDR Fund
-0.28%
-$740.5 
QCOM QUALCOMM Incorporated
-0.27%
-$6,973.14 
TEL TE Connectivity plc
-0.27%
-$102.3 
IWM iShares Russell 2000 ETF
-0.27%
-$3,600 
BF-A Brown-Forman Corporation
-0.27%
-$21.35 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.26%
-$14,611.07 
NNN NNN REIT, Inc.
-0.26%
-$71.76 
VPU Vanguard Utilities ETF
-0.26%
-$450.46 
XLU Utilities Select Sector SPDR Fund
-0.25%
-$649.75 
IXJ iShares Global Healthcare ETF
-0.25%
-$12.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.25%
-$20,557.48 
FTEC Fidelity MSCI Information Technology Index ETF
-0.24%
-$230.09 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.24%
-$44.25 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$721.28 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.24%
-$149.89 
BAC-PL Bank of America Corporation
-0.24%
-$15.28 
XLV Health Care Select Sector SPDR Fund
-0.23%
-$1,681.88 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.23%
-$57.5 
DE Deere & Company
-0.22%
-$4,340.03 
PFM Invesco Dividend Achievers ETF
-0.22%
-$768.5 
GD General Dynamics Corporation
-0.22%
-$2,995.41 
AOK iShares Core Conservative Allocation ETF
-0.21%
-$191.25 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$51.84 
TGT Target Corporation
-0.2%
-$403 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$19,011.72 
SCHF Schwab International Equity ETF
-0.18%
-$146.1 
IWP iShares Russell Mid-Cap Growth ETF
-0.18%
-$812 
SLB Schlumberger Limited
-0.18%
-$4.25 
ARE Alexandria Real Estate Equities, Inc.
-0.18%
-$1.26 
D Dominion Energy, Inc.
-0.17%
-$1,876.37 
TPYP Tortoise North American Pipeline Fund
-0.17%
-$6.3 
DFIV Dimensional International Value ETF
-0.17%
-$487.35 
VYMI Vanguard International High Dividend Yield Index Fund
-0.17%
-$18.53 
FHLC Fidelity MSCI Health Care Index ETF
-0.17%
-$20.93 
VBK Vanguard Small-Cap Growth ETF
-0.17%
-$913.16 
IVT InvenTrust Properties Corp.
-0.16%
-$6.36 
WPM Wheaton Precious Metals Corp.
-0.16%
-$73.1 
XLK State Street Technology Select Sector SPDR ETF
-0.16%
-$9,465.6 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$1,173 
ADC Agree Realty Corporation
-0.15%
-$18 
VHT Vanguard Health Care ETF
-0.15%
-$580.5 
BTZ BlackRock Credit Allocation Income Trust
-0.15%
-$15.73 
RGLD Royal Gold Inc.
-0.14%
-$53 
DNP DNP Select Income Fund Inc.
-0.14%
-$366 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$100.58 
VGK Vanguard FTSE Europe ETF
-0.12%
-$42.9 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.12%
-$199.5 
FXO First Trust Financials AlphaDEX Fund
-0.12%
-$3.75 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.11%
-$1.23 
LH Labcorp Holdings Inc.
-0.09%
-$22.62 
FXL First Trust Technology AlphaDEX Fund
-0.09%
-$8.75 
TBX ProShares Short 7-10 Year Treasury
-0.09%
-$30.43 
APD Air Products and Chemicals, Inc.
-0.09%
-$1,795.45 
MHD BlackRock MuniHoldings Fund Inc.
-0.08%
-$82.45 
CNP CenterPoint Energy Inc.
-0.08%
-$14 
PFE Pfizer Inc.
-0.08%
-$899.68 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$499.28 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$1.44 
SPEU SPDR Portfolio Europe ETF
-0.07%
-$0.93 
HYD VanEck High Yield Muni ETF
-0.07%
-$310.35 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$207.02 
BNDX Vanguard Total International Bond ETF
-0.06%
-$297.69 
SYY Sysco Corporation
-0.06%
-$674.25 
ULTA Ulta Beauty Inc.
-0.06%
-$48.14 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$140.43 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.06%
-$5,615.62 
TAXF American Century Diversified Municipal Bond ETF
-0.06%
-$23.1 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$0.6 
VIS Vanguard Industrials ETF
-0.06%
-$27.2 
OKE ONEOK, Inc.
-0.05%
-$183.01 
JNK SPDR Bloomberg High Yield Bond ETF
-0.05%
-$886.82 
ARTY iShares Future AI & Tech ETF
-0.04%
-$24 
NEE NextEra Energy, Inc.
-0.04%
-$7,016.88 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.04%
-$97.58 
SCHM Schwab U.S. Mid-Cap ETF
-0.04%
-$144.68 
AWP abrdn Global Premier Properties Fund
-0.04%
-$8.68 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$31.05 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.04%
-$2.02 
VRT Vertiv Holdings Co
-0.04%
-$11 
VTV Vanguard Value ETF
-0.04%
-$667.68 
WFC Wells Fargo & Company
-0.03%
-$560.31 
MUB iShares National Muni Bond ETF
-0.03%
-$886.55 
XLI Industrial Select Sector SPDR Fund
-0.03%
-$95.16 
CMF iShares California Muni Bond ETF
-0.03%
-$32.25 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$5.03 
BRK-A Berkshire Hathaway Inc.
-0.02%
-$1,185.44 
WY Weyerhaeuser Company
-0.02%
-$34.17 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$18.39 
LHX L3Harris Technologies, Inc.
-0.01%
-$107.75 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.01%
-$1.4 
DFUV Dimensional US Marketwide Value ETF
-0.01%
-$35.45 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$13.65 
LAMR Lamar Advertising Company
-0.01%
-$0.16 Events
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Dividends
Dividend Analysis
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| Trades 9420 | Longs Won 5816/9420 61% | Profit Factor 8.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $938,645.5 |
| Average Win $113,502.46 | Best Trade (Jul 17) $59.34M | Sharpe Ratio -14.21 |
| Average Loss -$22,158.3 | Worst Trade (Jun 29) -$2.84M | Z-Score 0.03 (2.11%) |
| Commissions $0 | Avg. Trade Length 2y 8m 3w 4d | Expectancy $61,599.98 |
| 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 | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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