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:
70.92%
Gain -0.76%
Monthly
0.9%
Yearly
11.39%
Drawdown
17.57%
$1.26B
Equity
Holdings
$1.26B
Investment
$710.38M
$603.96M
Profit -$7.17M
Realized
$58.97M
Unrealized
$544.99M
Dividends
$102.01M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$7.17M
Win %
72%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$8.22M
Win %
72%
This Month
Compared to last month
Gain
1.45%
Profit
$17.98M
Win %
72%
This Year
Compared to last year
Gain
2.23%
Profit
$27.46M
Win %
70%
OXY-WT Occidental Petroleum Corporation
+4.48%
+$447.63 
DTM Dt Midstream Inc.
+3.92%
+$581.87 
KMI Kinder Morgan, Inc.
+3.73%
+$4,188.27 
APA APA Corporation
+3.69%
+$5,313.52 
BP BP p.l.c. Sponsored ADR
+3.64%
+$14,598.32 
TRGP Targa Resources Corp.
+3.54%
+$16,366.37 
CCI Crown Castle Inc.
+3.54%
+$42.45 
LNG Cheniere Energy Inc.
+3.45%
+$2,638.62 
NI NiSource Inc.
+3.41%
+$834.57 
EQT EQT Corporation
+3.37%
+$8,825 
EOG EOG Resources, Inc.
+3.17%
+$11,693.44 
COP ConocoPhillips
+3.16%
+$49,502.45 
LMT Lockheed Martin Corporation
+3.14%
+$106,971.62 
RTX RTX Corporation
+3.11%
+$124,553.82 
NOC Northrop Grumman Corporation
+3.11%
+$36,324.8 
ALL Allstate Corporation
+2.99%
+$70,108.26 
OKE ONEOK, Inc.
+2.98%
+$17,806.5 
SU Suncor Energy Inc.
+2.98%
+$720 
UGI UGI Corporation
+2.93%
+$815.1 
PBR Petrobras S.A. Sponsored ADR
+2.92%
+$42.92 
OXY Occidental Petroleum Corporation
+2.89%
+$9,861.34 
DVN Devon Energy Corporation
+2.89%
+$86.74 
CMS CMS Energy Corporation
+2.79%
+$2,032.69 
SHEL Shell plc
+2.79%
+$101,739.56 
NGG National Grid plc Sponsored ADR
+2.64%
+$514.14 
TTE TotalEnergies SE
+2.64%
+$3,294.68 
EPD Enterprise Products Partners L.P.
+2.56%
+$12,093.9 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.51%
+$400.57 
PM Philip Morris International Inc.
+2.51%
+$116,162.09 
FMC FMC Corporation
+2.49%
+$0.7 
MLPX Global X MLP & Energy Infrastructure ETF
+2.47%
+$22.88 
CVX Chevron Corporation
+2.47%
+$295,607.26 
MDU MDU Resources Group, Inc.
+2.44%
+$473.2 
AMT American Tower Corporation
+2.44%
+$13,896.91 
EXC Exelon Corporation
+2.4%
+$15,096 
TPYP Tortoise North American Pipeline Fund
+2.4%
+$27.72 
NFG National Fuel Gas Company
+2.33%
+$461.16 
DEO Diageo plc Sponsored ADR
+2.33%
+$1,460.16 
XLE Energy Select Sector SPDR Fund
+2.32%
+$13,864.83 
WEC WEC Energy Group Inc.
+2.31%
+$43,930.93 
DKS Dick's Sporting Goods, Inc.
+2.29%
+$7,154.84 
XOM Exxon Mobil Corporation
+2.27%
+$303,443.69 
PEP PepsiCo, Inc.
+2.26%
+$81,951.1 
SLB Schlumberger Limited
+2.25%
+$27.25 
YETI FNCL Series 2007 Other Floating Rate Instrument
+2.24%
+$470 
ORI Old Republic International Corp.
+2.22%
+$516 
IDXX IDEXX Laboratories, Inc.
+2.19%
+$911.55 
SBAC SBA Communications Corporation
+2.19%
+$273.7 
AEP American Electric Power Company, Inc.
+2.19%
+$10,564.48 
LYB LyondellBasell Industries N.V.
+2.18%
+$34.12 
ED Consolidated Edison, Inc.
+2.16%
+$57,083.12 
AEE Ameren Corporation
+2.15%
+$223.5 
CBOE Cboe Global Markets Inc.
+2.15%
+$19,890 
HONA Honeywell Aerospace Inc.
+2.14%
+$38,889.07 
COKE Coca-Cola Consolidated Inc.
+2.13%
+$5,444.5 
DUK Duke Energy Corporation
+2.1%
+$80,546.52 
LHX L3Harris Technologies, Inc.
+2.04%
+$20,149.74 
HAL Halliburton Company
+2.02%
+$2,848.86 
RGLD Royal Gold Inc.
+2.02%
+$942 
UL Unilever PLC Sponsored American Depositary Receipt
+2.02%
+$5,868.59 
USB U.S. Bancorp
+2.01%
+$3,006.47 
PEG Public Service Enterprise Group Incorporated
+2%
+$9,382.59 
EVRG Evergy Inc.
+2%
+$489 
ATO Atmos Energy Corporation
+1.99%
+$481.74 
FDXF FedEx Freight Holding Company Inc.
+1.98%
+$593.49 
NEM Newmont Corporation
+1.98%
+$1,980.85 
CINF Cincinnati Financial Corporation
+1.93%
+$613.7 
AA Alcoa Corporation
+1.93%
+$45.24 
SO The Southern Company
+1.88%
+$52,602.48 
PPL PPL Corporation
+1.87%
+$1,499.62 
PGR Progressive Corporation
+1.86%
+$59.7 
CNP CenterPoint Energy Inc.
+1.86%
+$296 
DNP DNP Select Income Fund Inc.
+1.83%
+$4,392 
TFC Truist Financial Corporation
+1.78%
+$6,501.89 
AIG American International Group Inc.
+1.77%
+$92.4 
GD General Dynamics Corporation
+1.77%
+$26,814.04 
MHD BlackRock MuniHoldings Fund Inc.
+1.76%
+$1,500.59 
TRV The Travelers Companies, Inc.
+1.74%
+$7,186.13 
PNW Pinnacle West Capital Corporation
+1.73%
+$526.5 
WMB The Williams Companies, Inc.
+1.72%
+$1,339.94 
CB Chubb Limited
+1.71%
+$1,402.66 
CQP Cheniere Energy Partners L.P.
+1.7%
+$284.08 
KR Kroger Co.
+1.69%
+$34,196.66 
TJX The TJX Companies, Inc.
+1.67%
+$55,047.74 
EG Everest Group, Ltd.
+1.67%
+$393.7 
SRE Sempra
+1.65%
+$18,967.29 
LNT Alliant Energy Corporation
+1.64%
+$1,713.77 
FXU First Trust Utilities AlphaDEX Fund
+1.59%
+$60.27 
FE FirstEnergy Corp.
+1.59%
+$1,104.9 
NRG NRG Energy, Inc.
+1.57%
+$2,786.4 
MO Altria Group, Inc.
+1.56%
+$25,742.75 
PSX Phillips 66
+1.54%
+$84,079.92 
OGS One Gas Inc.
+1.54%
+$533.57 
MDLZ Mondelez International, Inc.
+1.53%
+$9,339.28 
AZO AutoZone Inc.
+1.51%
+$20,969.37 
VSNT Versant Media Group, Inc.
+1.51%
+$67.4 
MSI Motorola Solutions, Inc.
+1.5%
+$15,595.1 
HIG The Hartford Insurance Group, Inc.
+1.45%
+$1,275.73 
BUD Anheuser-Busch InBev S.A. ADR
+1.45%
+$19,121.9 
CAG Conagra Brands Inc.
+1.45%
+$134.48 
COST Costco Wholesale Corporation
+1.44%
+$232,785.59 
RELX Relx PLC Sponsored ADR
+1.43%
+$11 
AON Aon plc
+1.42%
+$21,125 
BRO Brown & Brown Inc.
+1.38%
+$841.3 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.37%
+$2,732.38 
HDV iShares Core High Dividend ETF
+1.37%
+$17,060.62 
ET Energy Transfer L.P.
+1.36%
+$67.5 
AFL Aflac Inc.
+1.35%
+$6,343.99 
WY Weyerhaeuser Company
+1.34%
+$1,382.16 
MKC McCormick & Company, Incorporated
+1.33%
+$3,731.98 
PAA Plains All American Pipeline, L.P.
+1.33%
+$368.4 
D Dominion Energy, Inc.
+1.32%
+$9,715.98 
TMUS T-Mobile US, Inc.
+1.3%
+$48,505.07 
MRP Millrose Properties Inc.
+1.3%
+$34.8 
VTR Ventas Inc.
+1.3%
+$2,342.6 
ES Eversource Energy
+1.3%
+$490.77 
PKG Packaging Corporation of America
+1.29%
+$9,689.19 
AWK American Water Works Company, Inc.
+1.29%
+$890.96 
XLU Utilities Select Sector SPDR Fund
+1.28%
+$2,931.5 
VPU Vanguard Utilities ETF
+1.25%
+$2,576.25 
KO The Coca-Cola Company
+1.25%
+$61,097.2 
XEL Xcel Energy Inc.
+1.24%
+$529.17 
AFB AllianceBernstein National Municipal Income Fund
+1.23%
+$168 
GSK GSK plc Sponsored ADR
+1.21%
+$17.85 
AJG Arthur J. Gallagher & Co.
+1.2%
+$3,126.77 
F Ford Motor Company
+1.18%
+$725 
PG Procter & Gamble Co
+1.17%
+$106,515.15 
HOMB Home BancShares Inc.
+1.16%
+$1,719.22 
QSR Restaurant Brands International Inc.
+1.15%
+$15,868.8 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+1.15%
+$84.7 
TM Toyota Motor Corporation
+1.14%
+$219 
SWKS Skyworks Solutions Inc.
+1.14%
+$59.4 
NWE NorthWestern Energy Group, Inc.
+1.14%
+$27.72 
CMCSA Comcast Corp
+1.12%
+$1,102.5 
PNC The PNC Financial Services Group, Inc.
+1.11%
+$6,338.28 
ETR Entergy Corporation
+1.11%
+$2,201.43 
NEE NextEra Energy, Inc.
+1.1%
+$151,199.91 
PHG Koninklijke Philips N.V.
+1.1%
+$7.28 
HII Huntington Ingalls Industries Inc.
+1.1%
+$70.32 
WRB W.R. Berkley Corporation
+1.09%
+$36,401.29 
ICE Intercontinental Exchange, Inc.
+1.08%
+$6,212.43 
MET MetLife Inc.
+1.07%
+$2,692.12 
COF Capital One Financial Corporation
+1.05%
+$4,330.56 
MPLX MPLX LP
+1.04%
+$1,151.33 
CF CF Industries Holdings, Inc.
+1.03%
+$1,401.2 
YUMC Yum China Holdings Inc.
+1.02%
+$22.75 
KIM Kimco Realty Corporation
+1.01%
+$21,614.71 
OGE Oge Energy Corp.
+1%
+$777.38 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1%
+$627.21 
CI The Cigna Group
+0.98%
+$5,004.44 
BKH Black Hills Corporation
+0.96%
+$9.49 
HSY The Hershey Company
+0.96%
+$2,588.76 
NBB Nuveen Taxable Municipal Income Fund
+0.96%
+$39.42 
LIN Linde plc
+0.95%
+$11,784.42 
JPM JPMorgan Chase & Co.
+0.95%
+$213,472 
O Realty Income Corporation
+0.95%
+$894.64 
MAR Marriott International Inc. - Class A
+0.95%
+$6,467.8 
KHC The Kraft Heinz Company
+0.94%
+$85.58 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.94%
+$2,139.91 
EXR Extra Space Storage Inc.
+0.94%
+$172.86 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.91%
+$574.7 
SPG Simon Property Group, Inc.
+0.91%
+$1,140.83 
HCI HCI Group, Inc.
+0.91%
+$973.76 
WPC W. P. Carey Inc.
+0.91%
+$308.3 
CME CME Group Inc.
+0.91%
+$157.5 
WES Western Midstream Partners, LP
+0.91%
+$90 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.9%
+$99 
GNR SPDR S&P Global Natural Resources ETF
+0.9%
+$1,242 
VZ Verizon Communications Inc.
+0.89%
+$20,975.69 
XLP Consumer Staples Select Sector SPDR Fund
+0.89%
+$1,335.95 
FAST Fastenal Co.
+0.88%
+$5,145.98 
VDC VANGUARD CONSUMER STAPLES ETF
+0.87%
+$71.75 
DTE DTE Energy Company
+0.86%
+$861.36 
IGF iShares Global Infrastructure ETF
+0.84%
+$265 
KMB Kimberly-Clark Corporation
+0.84%
+$5,078.19 
LAMR Lamar Advertising Company
+0.83%
+$19.68 
ITA iShares U.S. Aerospace & Defense ETF
+0.83%
+$5,090.67 
MRK Merck & Co., Inc.
+0.81%
+$41,859.32 
WCN Waste Connections Inc.
+0.81%
+$353.76 
WM Waste Management, Inc.
+0.81%
+$24,914.65 
JNJ Johnson & Johnson
+0.81%
+$115,229.4 
IVT InvenTrust Properties Corp.
+0.8%
+$25.44 
NUE Nucor Corporation
+0.8%
+$10,225 
RS Reliance Inc.
+0.8%
+$604.5 
FVD First Trust Value Line Dividend Index Fund
+0.79%
+$292.21 
ABBV AbbVie Inc.
+0.78%
+$59,824.7 
KDP Keurig Dr Pepper Inc.
+0.78%
+$66.25 
MFC Manulife Financial Corporation
+0.78%
+$290.02 
MRSH Marsh & McLennan Companies, Inc.
+0.77%
+$5,084.64 
MLM Martin Marietta Materials, Inc.
+0.77%
+$396.37 
DHS WisdomTree U.S. High Dividend Fund
+0.77%
+$132.75 
ACN Accenture plc Class A
+0.77%
+$6,948.3 
CL Colgate-Palmolive Company
+0.76%
+$10,729.4 
DVY iShares Select Dividend ETF
+0.76%
+$14,037.67 
PSA Public Storage Common Stock
+0.76%
+$345.65 
DOW Dow Inc.
+0.74%
+$655.6 
NHI National Health Investors, Inc.
+0.74%
+$307 
OTIS Otis Worldwide Corporation
+0.74%
+$1,335.88 
WS Worthington Steel, Inc.
+0.74%
+$73.08 
IAT iShares U.S. Regional Banks ETF
+0.73%
+$128.1 
BRK-B Berkshire Hathaway Inc.
+0.73%
+$78,315.13 
WMT Walmart Inc.
+0.73%
+$87,160.14 
ZTS Zoetis Inc.
+0.73%
+$196.65 
KVUE Kenvue Inc.
+0.72%
+$29.97 
BRK-A Berkshire Hathaway Inc.
+0.7%
+$38,598.07 
SCHD Schwab U.S. Dividend Equity ETF
+0.69%
+$21,785.91 
HLT Hilton Worldwide Holdings Inc.
+0.68%
+$9,727.42 
NNN NNN REIT, Inc.
+0.68%
+$154.56 
ORLY O'Reilly Automotive Inc.
+0.68%
+$6,068.4 
WFC Wells Fargo & Company
+0.68%
+$10,459.12 
AEG Aegon N.V.
+0.67%
+$25.8 
MNST Monster Beverage Corporation
+0.66%
+$810 
CLX The Clorox Company
+0.66%
+$360.81 
SJM The J.M. Smucker Company
+0.65%
+$430.5 
FTF Franklin Limited Duration Income Trust
+0.65%
+$49 
HRL Hormel Foods Corporation
+0.64%
+$127.92 
HPS John Hancock Preferred Income Fund III
+0.64%
+$14.62 
TD The Toronto-Dominion Bank
+0.63%
+$386.25 
INGR Ingredion Inc.
+0.62%
+$352.2 
GE General Electric Company
+0.61%
+$11,508.3 
DOV Dover Corporation
+0.6%
+$4,882.43 
FCN Fti Consulting Inc.
+0.57%
+$219.24 
MCK McKesson Corporation
+0.56%
+$10,278.34 
EIX Edison International
+0.56%
+$40.3 
C Citigroup Inc.
+0.56%
+$1,379.59 
IFRA iShares U.S. Infrastructure
+0.53%
+$10.8 
RY Royal Bank of Canada
+0.52%
+$1,487.32 
DLR Digital Realty Trust, Inc.
+0.52%
+$1,849.12 
SPGI S&P Global Inc.
+0.52%
+$5,418.6 
RF Regions Financial Corporation
+0.51%
+$9.95 
ELV Elevance Health, Inc.
+0.51%
+$614.6 
APD Air Products and Chemicals, Inc.
+0.51%
+$10,634.86 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.51%
+$3,191.65 
FRME First Merchants Corporation
+0.51%
+$260 
CFR Cullen/Frost Bankers Inc.
+0.51%
+$19.5 
XYL Xylem Inc.
+0.5%
+$179.4 
BALL Ball Corp.
+0.5%
+$694.89 
FNWD Finward Bancorp
+0.5%
+$8,441.78 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.49%
+$45.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.48%
+$107.83 
SDY SPDR S&P Dividend ETF
+0.48%
+$1,334.96 
BA Boeing Company
+0.47%
+$763.62 
ADC Agree Realty Corporation
+0.47%
+$46.5 
BLK BlackRock, Inc.
+0.46%
+$61,883.19 
SCHH Schwab U.S. REIT ETF
+0.45%
+$109.3 
TRI Thomson Reuters Corp.
+0.44%
+$69.09 
SYK Stryker Corporation
+0.43%
+$13,501.26 
RA Brookfield Real Assets Income Fund Inc.
+0.43%
+$48.8 
DFIV Dimensional International Value ETF
+0.43%
+$992.16 
AUSF Global X Adaptive U.S. Factor ETF
+0.42%
+$105 
ABM ABM Industries Inc.
+0.4%
+$45.1 
ADP Automatic Data Processing Inc.
+0.4%
+$12,736.36 
CHD Church & Dwight Co., Inc.
+0.4%
+$6,261.08 
FXO First Trust Financials AlphaDEX Fund
+0.38%
+$12 
PRK Park National Corporation
+0.38%
+$111.22 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.37%
+$317.01 
LOW Lowe's Companies Inc.
+0.37%
+$2,456.64 
HMC Honda Motor Co., Ltd.
+0.37%
+$27.87 
FISV Fiserv, Inc.
+0.36%
+$663.85 
LLY Eli Lilly and Company
+0.36%
+$95,897.5 
XLB Materials Select Sector SPDR Fund
+0.36%
+$1,567.8 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.35%
+$226.56 
BMO Bank of Montreal
+0.35%
+$862.5 
ING ING Groep N.V. Sponsored ADR
+0.35%
+$6.09 
XLRE The Real Estate Select Sector SPDR Fund
+0.34%
+$856.37 
IRT Independence Realty Trust Inc.
+0.34%
+$172.6 
FITB Fifth Third Bancorp
+0.34%
+$756.84 
PFE Pfizer Inc.
+0.32%
+$4,193.2 
T AT&T Inc.
+0.32%
+$3,683.25 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.31%
+$1,095.39 
ORRF Orrstown Financial Services Inc.
+0.31%
+$100.49 
V Visa Inc. Class A
+0.31%
+$38,145 
RYN Rayonier Inc.
+0.31%
+$107.55 
TT Trane Technologies plc
+0.31%
+$9,479.53 
FMAT Fidelity MSCI Materials Index ETF
+0.31%
+$43.75 
HD The Home Depot, Inc.
+0.29%
+$42,447.86 
BF-A Brown-Forman Corporation
+0.29%
+$25.93 
CARR Carrier Global Corporation
+0.29%
+$2,109.12 
TIP iShares TIPS Bond ETF
+0.28%
+$1,393.58 
VLO Valero Energy Corporation
+0.27%
+$14,175.09 
NWG NatWest Group plc Sponsored ADR
+0.26%
+$3.42 
MAS Masco Corporation
+0.25%
+$102.96 
SAM The Boston Beer Company Inc.
+0.25%
+$440 
ITW Illinois Tool Works Inc.
+0.24%
+$3,910.74 
RSG Republic Services, Inc.
+0.24%
+$12.32 
VNQ Vanguard Real Estate ETF
+0.24%
+$1,620.52 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$102.24 
SBUX Starbucks Corporation
+0.22%
+$596.61 
CVS CVS Health Corporation
+0.22%
+$103.4 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$1,007.9 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.21%
+$340.35 
MPC Marathon Petroleum Corporation
+0.21%
+$2,009.9 
GDX VanEck Gold Miners ETF
+0.21%
+$256.5 
BNY BlackRock New York Municipal Income Trust
+0.21%
+$309.63 
WELL Welltower Inc.
+0.2%
+$169.67 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.2%
+$2.2 
NSC Norfolk Southern Corporation
+0.19%
+$3,777.54 
TXN Texas Instruments Inc
+0.19%
+$5,722.94 
GATX GATX Corporation
+0.19%
+$23.25 
RWR SPDR Dow Jones REIT ETF
+0.18%
+$87.75 
ABT Abbott Laboratories
+0.18%
+$8,028.26 
BHP BHP Group Ltd.
+0.18%
+$98.25 
BSX Boston Scientific Corporation
+0.18%
+$300.16 
DGRO iShares Core Dividend Growth ETF
+0.18%
+$23.24 
NBTB NBT Bancorp Inc.
+0.18%
+$33.48 
VYMI Vanguard International High Dividend Yield Index Fund
+0.18%
+$19.62 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.18%
+$22.59 
AEM Agnico Eagle Mines Limited
+0.17%
+$60.12 
NVS Novartis AG Sponsored ADR
+0.17%
+$541.75 
HBAN Huntington Bancshares Incorporated
+0.16%
+$281.02 
DON WisdomTree U.S. MidCap Dividend Fund
+0.16%
+$58.5 
AAPL Apple Inc.
+0.16%
+$136,750.35 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.16%
+$8,021.97 
ROK Rockwell Automation, Inc.
+0.15%
+$596.05 
VYM Vanguard High Dividend Yield ETF
+0.15%
+$1,042.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.15%
+$126.81 
JPC Nuveen Preferred & Income Opportunities Fund
+0.15%
+$6.69 
SON Sonoco Products Co.
+0.14%
+$122.36 
SPEU SPDR Portfolio Europe ETF
+0.14%
+$3.22 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.13%
+$4.36 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$105.72 
CTRE CareTrust REIT Inc.
+0.11%
+$110.56 
CMI Cummins Inc.
+0.11%
+$3,639.88 
BTZ BlackRock Credit Allocation Income Trust
+0.11%
+$5.25 
IEI iShares 3-7 Year Treasury Bond ETF
+0.1%
+$6 
MCD McDonald's Corporation
+0.1%
+$8,503.5 
VOE Vanguard Mid-Cap Value ETF
+0.1%
+$372.06 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$3,828.37 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$98.89 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$140.7 
LYG Lloyds Banking Group Plc ADR
+0.09%
+$1.23 
XLF Financial Select Sector SPDR Fund
+0.09%
+$628.9 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.09%
+$10.8 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.09%
+$334.9 
GVI iShares Intermediate Government Bond ETF
+0.09%
+$3.6 
GEV GE Vernova Inc.
+0.09%
+$1,134 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$87.43 
FLO Flowers Foods, Inc.
+0.08%
+$3.4 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.08%
+$4.04 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$34.44 
ISRG Intuitive Surgical, Inc.
+0.07%
+$635.52 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$404.46 
B BARRICK MINING CORP Common Stock (ABR0)
+0.06%
+$786.83 
SBCF Seacoast Banking Corporation of Florida
+0.06%
+$36.58 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.06%
+$0.63 
VTV Vanguard Value ETF
+0.05%
+$1,003.44 
GPC Genuine Parts Company
+0.05%
+$1,623.3 
ONB Old National Bancorp
+0.05%
+$135.75 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$47.12 
AMCR Amcor plc
+0.05%
+$23.4 
FNCL Fidelity MSCI Financials Index ETF
+0.04%
+$21 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.04%
+$41.3 
MCHP Microchip Technology Incorporated
+0.04%
+$180.06 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$6 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$8.24 
TBLL Invesco Short Term Treasury ETF
+0.04%
+$157.16 
OGN Organon & Co.
+0.04%
+$0.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2.52 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.04%
+$0.61 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$0.39 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$224.85 
PH Parker-Hannifin Corporation
+0.03%
+$894.6 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$9.63 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$3.33 
PAAA PGIM AAA CLO ETF
+0.03%
+$0.33 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$6.93 
VGK Vanguard FTSE Europe ETF
+0.02%
+$7.8 
NXPI NXP Semiconductors N.V.
+0.02%
+$203.12 
CAH Cardinal Health Inc.
+0.02%
+$11.85 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$246.06 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$0.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$3,096.91 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$11 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.02%
+$0.51 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$258.81 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$1.01 
AVB AvalonBay Communities, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
AWP abrdn Global Premier Properties Fund
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-12.46%
-$1,736 
APLD Applied Digital Corporation
-11.04%
-$787.5 
ASTS AST SpaceMobile, Inc.
-8.57%
-$3,810 
SNOW Snowflake Inc.
-8.11%
-$81,480 
PANW Palo Alto Networks, Inc.
-7.33%
-$415,313.4 
FLEX Flex Ltd.
-7.33%
-$1,444 
PLTR Palantir Technologies Inc.
-7.32%
-$13,936.5 
CRWD CrowdStrike Holdings, Inc.
-7.27%
-$22,415.4 
NET Cloudflare Inc.
-7.1%
-$1,123 
FTNT Fortinet Inc.
-7.05%
-$53,323.71 
STX Seagate Technology Holdings plc
-6.69%
-$58,123.68 
TTMI TTM Technologies, Inc.
-6.46%
-$491.25 
COHR Coherent Corp.
-6.39%
-$4,806 
AXON Axon Enterprise, Inc.
-6.07%
-$8,377.61 
CIEN Ciena Corporation
-5.77%
-$3,705.3 
INTC Intel Corporation
-5.49%
-$74,004.52 
AMD Advanced Micro Devices, Inc.
-5.45%
-$217,652.02 
SHOP Shopify Inc.
-5.39%
-$14,400.01 
HOOD Robinhood Markets, Inc.
-5.36%
-$15,239.52 
WDC Western Digital Corporation
-5.32%
-$1,042.25 
RGTI Rigetti Computing Inc
-5.23%
-$660 
STRL Sterling Infrastructure, Inc.
-5.21%
-$1,745.25 
NOW ServiceNow, Inc.
-5.16%
-$4,709.39 
FN Fabrinet
-5.09%
-$784.6 
ARKK ARK Innovation ETF Fund
-5%
-$667.68 
MU Micron Technology, Inc.
-4.99%
-$31,592.79 
MRVL Marvell Technology, Inc.
-4.97%
-$294,501.42 
NMAX Newsmax Inc.
-4.94%
-$46 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.68%
-$29,051.5 
ORCL Oracle Corporation
-4.64%
-$206,631.36 
LRCX Lam Research Corporation
-4.59%
-$57,409.38 
ARTY iShares Future AI & Tech ETF
-4.47%
-$2,929.5 
CRDO Credo Technology Group Holding Ltd.
-4.39%
-$392 
META Meta Platforms Inc Class A
-4.34%
-$336,803.63 
NTAP NetApp, Inc.
-4.12%
-$36,108 
KLAC KLA Corporation
-4.01%
-$57,849.24 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.98%
-$375.3 
FXL First Trust Technology AlphaDEX Fund
-3.97%
-$439 
GLW Corning Incorporated
-3.96%
-$85,630.48 
ACLS Axcelis Technologies, Inc.
-3.94%
-$885.3 
AMAT Applied Materials, Inc.
-3.87%
-$227,697.96 
AVGO Broadcom Inc.
-3.85%
-$367,353.13 
ANET Arista Networks, Inc.
-3.79%
-$396,577.28 
NOK Nokia Corporation Sponsored ADR
-3.76%
-$376.56 
KRYS Krystal Biotech Inc.
-3.67%
-$3,025 
GNLX Genelux Corp.
-3.63%
-$9 
CRSP Crispr Therapeutics AG
-3.62%
-$186.5 
RYT Invesco S&P 500 Equal Weight ETF
-3.54%
-$1,593.9 
XBI SPDR S&P Biotech ETF
-3.48%
-$3,132 
DAL Delta Air Lines, Inc.
-3.42%
-$857.07 
XYZ Block, Inc.
-3.41%
-$2,176 
SOXX iShares Semiconductor ETF
-3.4%
-$1,311 
SNPS Synopsys, Inc.
-3.28%
-$10,269.15 
SNX TD Synnex Corporation
-3.27%
-$466.48 
AIQ Global X Artificial Intelligence & Technology ETF
-3.21%
-$24.72 
DASH DoorDash, Inc.
-3.2%
-$12,452.7 
SPCX Space Exploration Technologies Corp. Class A
-3.14%
-$466 
PPLI People Incorporated
-3.12%
-$594.7 
HUM Humana Inc.
-3.04%
-$8,172.36 
VRT Vertiv Holdings Co
-3.02%
-$1,296 
GNRC Generac Holdings Inc.
-3.01%
-$238.8 
NFLX Netflix, Inc.
-2.92%
-$128,170.96 
GEN Gen Digital Inc.
-2.9%
-$532.8 
MTCH Match Group, Inc.
-2.9%
-$1,311.49 
VBK Vanguard Small-Cap Growth ETF
-2.87%
-$15,395.2 
SMH VanEck Semiconductor ETF
-2.86%
-$1,597 
BNTX BioNTech SE
-2.84%
-$25.6 
XLK State Street Technology Select Sector SPDR ETF
-2.83%
-$178,010.96 
IYW iShares U.S. Technology ETF
-2.8%
-$5,317.91 
VGT Vanguard Information Technology ETF
-2.79%
-$20,664.6 
ADBE Adobe Inc.
-2.78%
-$10,913.79 
ALB Albemarle Corporation
-2.78%
-$354.9 
ADSK Autodesk, Inc.
-2.75%
-$4,737.92 
SOLV Solventum Corporation
-2.73%
-$1,025.06 
FIX Comfort Systems USA, Inc.
-2.72%
-$2,016.5 
FTEC Fidelity MSCI Information Technology Index ETF
-2.72%
-$2,750.7 
DELL Dell Technologies Inc.
-2.69%
-$6,108 
ULTA Ulta Beauty Inc.
-2.68%
-$2,707.46 
CCJ Cameco Corporation
-2.67%
-$1,495.2 
BX Blackstone Inc.
-2.65%
-$141,229.68 
TSLA Tesla, Inc.
-2.64%
-$8,277.12 
ETN Eaton Corporation plc
-2.63%
-$15,550.2 
IBB iShares Biotechnology ETF
-2.6%
-$7,387.2 
QCOM QUALCOMM Incorporated
-2.6%
-$66,393.62 
NLR VanEck Uranium and Nuclear ETF
-2.56%
-$503.88 
EMN Eastman Chemical Company
-2.56%
-$8,183.18 
CDW CDW Corporation
-2.55%
-$3,890.7 
ARW Arrow Electronics Inc.
-2.52%
-$1,665 
IWP iShares Russell Mid-Cap Growth ETF
-2.5%
-$11,165 
GOOGL Alphabet Inc
-2.49%
-$1.03M 
HPQ HP Inc.
-2.48%
-$3,274.97 
Q Qnity Electronics Inc.
-2.45%
-$10,184.45 
BBH VanEck Biotech ETF
-2.45%
-$1,160.64 
SCHW Charles Schwab Corporation
-2.44%
-$41,262 
CRM Salesforce Inc
-2.43%
-$64,349.58 
MTUM iShares MSCI USA Momentum Factor ETF
-2.42%
-$497.08 
OPRA Opera Limited ADR
-2.42%
-$547.8 
QQQ Invesco QQQ Trust, Series 1
-2.42%
-$336,844.08 
ECG Everus Construction Group, Inc.
-2.42%
-$140.4 
THRM Gentherm Inc.
-2.42%
-$64.8 
VOX Vanguard Communication Services ETF
-2.41%
-$540.56 
LH Labcorp Holdings Inc.
-2.37%
-$530.96 
URA Global X Uranium ETF
-2.37%
-$513 
WAT Waters Corporation
-2.36%
-$1,972.12 
HCA HCA Healthcare Inc.
-2.35%
-$12,661.98 
MSFT Microsoft Corp.
-2.34%
-$965,714.4 
STT State Street Corp
-2.33%
-$54.6 
CMG Chipotle Mexican Grill, Inc.
-2.31%
-$1,309.89 
GOOG Alphabet Inc
-2.3%
-$135,184.65 
CHI Calamos Convertible Opportunities and Income Fund
-2.29%
-$398.84 
INTU Intuit Inc.
-2.2%
-$6,184.26 
DGX Quest Diagnostics Inc.
-2.19%
-$69,050.29 
LULU lululemon athletica inc.
-2.19%
-$65.1 
IVZ Invesco Ltd.
-2.19%
-$2,186.1 
IWF iShares Russell 1000 Growth ETF
-2.17%
-$61,022.7 
APH Amphenol Corporation
-2.17%
-$34,380.48 
UFO Procure Space ETF
-2.15%
-$172 
IART Integra LifeSciences Holdings Corporation
-2.14%
-$58 
VUG Vanguard Growth ETF
-2.14%
-$73,280.64 
ARE Alexandria Real Estate Equities, Inc.
-2.13%
-$12.6 
TXRH Texas Roadhouse Inc.
-2.12%
-$543 
ZBRA Zebra Technologies Corporation
-2.1%
-$1,771.84 
GMAB Genmab A/S Sponsored ADR
-2.09%
-$8.69 
TTWO Take-Two Interactive Software, Inc.
-2.08%
-$243.6 
STM STMicroelectronics N.V.
-2.06%
-$2,880 
CWB SPDR Bloomberg Convertible Securities ETF
-2.06%
-$798 
VOT Vanguard Mid-Cap Growth ETF
-2.05%
-$8,904.28 
XLC Communication Services Select Sector SPDR Fund
-2.05%
-$12,150.9 
CSCO Cisco Systems, Inc.
-2.04%
-$163,730.56 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-2.01%
-$3,359.3 
DXCM DexCom, Inc.
-1.97%
-$23,339.43 
BZFD BuzzFeed Inc.
-1.94%
-$7.66 
BAX Baxter International Inc.
-1.94%
-$500 
ITT Itt Inc.
-1.94%
-$1,794 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.94%
-$29,914.22 
AMZN Amazon.com Inc
-1.94%
-$655,185.81 
FWRG First Watch Restaurant Group, Inc.
-1.93%
-$286.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.91%
-$9,620.5 
VXF Vanguard Extended Market ETF
-1.89%
-$16,717.05 
LPLA LPL Financial Holdings Inc.
-1.8%
-$43,788.06 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.78%
-$109,538.17 
NSA National Storage Affiliates Trust
-1.77%
-$234 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.76%
-$141.9 
ESI Element Solutions Inc.
-1.73%
-$7.38 
TGT Target Corporation
-1.7%
-$3,775.41 
EEM iShares MSCI Emerging Markets ETF
-1.65%
-$2,015.05 
UBER Uber Technologies, Inc.
-1.64%
-$5,236.92 
LW Lamb Weston Holdings, Inc.
-1.63%
-$58.41 
MTB M&T Bank Corporation
-1.62%
-$230.75 
BDX Becton, Dickinson and Company
-1.6%
-$9,582.07 
ACLC American Century Large Cap Equity Fund
-1.6%
-$1,347.82 
IEMG iShares Core MSCI Emerging Markets ETF
-1.59%
-$2,304.49 
DE Deere & Company
-1.59%
-$32,312.84 
ESGV Vanguard ESG U.S. Stock ETF
-1.59%
-$1,742.83 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.59%
-$32.4 
IWM iShares Russell 2000 ETF
-1.57%
-$19,918 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.57%
-$273.48 
NXTG First Trust Indxx NextG ETF
-1.54%
-$92.6 
SCHA Schwab U.S. Small-Cap ETF
-1.52%
-$1,894.37 
ECL Ecolab Inc.
-1.52%
-$24,659.18 
BKNG Booking Holdings Inc.
-1.51%
-$627.5 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.5%
-$130.81 
BCV Bancroft Fund Ltd.
-1.49%
-$414.78 
ROL Rollins, Inc.
-1.49%
-$113.12 
RRX Regal Rexnord Corporation
-1.47%
-$11.5 
ADX Adams Diversified Equity Fund, Inc.
-1.47%
-$365.94 
BEN Franklin Resources Inc.
-1.47%
-$1,384.14 
DSI iShares MSCI KLD 400 Social ETF
-1.46%
-$2,580 
OSK Oshkosh Corporation
-1.43%
-$616.23 
EXPD Expeditors International of Washington, Inc.
-1.43%
-$5,509.6 
CEG Constellation Energy Corporation
-1.42%
-$21,379.8 
PWR Quanta Services Inc.
-1.41%
-$129,447.33 
IT Gartner Inc.
-1.39%
-$575 
BHF Brighthouse Financial Inc.
-1.38%
-$39.53 
SAN Banco Santander S.A. Sponsored ADR
-1.37%
-$34.59 
VB Vanguard Small-Cap ETF
-1.37%
-$13,709.54 
AGM Federal Agricultural Mortgage Corporation
-1.34%
-$108.03 
LRGF iShares U.S. Equity Factor ETF
-1.3%
-$343.37 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$9,898.24 
SPPP Sprott Physical Platinum and Palladium Trust
-1.29%
-$270.6 
ADI Analog Devices, Inc.
-1.29%
-$36,501.33 
OEF iShares S&P 100 ETF
-1.29%
-$317.44 
NYT New York Times Co.
-1.28%
-$4,497.57 
GS The Goldman Sachs Group, Inc.
-1.28%
-$14,663.32 
TMO Thermo Fisher Scientific Inc.
-1.28%
-$13,648.85 
RMD ResMed Inc.
-1.28%
-$67.98 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.27%
-$83.62 
VST Vistra Corp
-1.26%
-$390 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$4,195.57 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.25%
-$207,379.74 
EMR Emerson Electric Co.
-1.25%
-$57,544.13 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.25%
-$594.96 
DFUS Dimensional U.S. Equity Market ETF
-1.24%
-$4,653.39 
SHW The Sherwin-Williams Company
-1.24%
-$12,510.03 
SUSA iShares MSCI USA ESG Select ETF
-1.23%
-$1,547.12 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.23%
-$1,772.19 
NVDA NVIDIA Corporation
-1.23%
-$827,616.44 
PTLC Pacer Trendpilot US Large Cap ETF
-1.22%
-$308.7 
IWB iShares Russell 1000 ETF
-1.22%
-$861.84 
IBIT iShares Bitcoin Trust
-1.21%
-$1,410.81 
WU Western Union Co.
-1.2%
-$311.1 
PLD Prologis Inc.
-1.2%
-$1,326.96 
IMAX Imax Corporation
-1.19%
-$15.37 
IVV iShares Core S&P 500 ETF
-1.18%
-$288,894.83 
PKB Invesco Building & Construction ETF
-1.18%
-$94.05 
KTOS Kratos Defense & Security Solutions, Inc.
-1.17%
-$546.25 
JCI Johnson Controls International plc
-1.17%
-$3,765.08 
VCR Vanguard Consumer Discretionary ETF
-1.16%
-$1,412.8 
JHMM John Hancock Multifactor Mid Cap ETF
-1.15%
-$163.8 
MT ArcelorMittal S.A.
-1.15%
-$15.33 
NVO Novo Nordisk A/S Sponsored ADR
-1.15%
-$22.5 
VOO Vanguard S&P 500 ETF
-1.15%
-$266,291.63 
SPY SPDR S&P 500 ETF Trust
-1.13%
-$546,226.25 
DHR Danaher Corporation
-1.13%
-$12,479.06 
FDS FactSet Research Systems Inc.
-1.13%
-$323.95 
DFAS Dimensional U.S. Small Cap ETF
-1.13%
-$2,641.72 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.11%
-$156 
IBM International Business Machines Corporation
-1.11%
-$58,741.2 
FCX Freeport-McMoRan Inc.
-1.1%
-$789.25 
IWR iShares Russell Mid-Cap ETF
-1.09%
-$8,999.55 
UNH UnitedHealth Group Incorporated
-1.09%
-$16,851.72 
SIRI Sirius XM Holdings Inc.
-1.09%
-$29.5 
ODFL Old Dominion Freight Line, Inc.
-1.08%
-$1,230 
TROW T. Rowe Price Group, Inc.
-1.08%
-$1,125.3 
SAP SAP SE Sponsored ADR
-1.06%
-$47.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.04%
-$2,105.12 
MIDD The Middleby Corporation
-1.02%
-$117.66 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.01%
-$64.4 
MDY SPDR S&P MidCap 400 ETF Trust
-1.01%
-$145,151.78 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$13,991.29 
IJR iShares Core S&P Small-Cap ETF
-0.99%
-$137,920.71 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.97%
-$4,563.93 
IJH iShares Core S&P Mid-Cap ETF
-0.96%
-$128,121.7 
LEN Lennar Corporation
-0.95%
-$1,418.58 
MMM 3M Company
-0.95%
-$22,669.03 
PDI Pimco Dynamic Income Fund
-0.94%
-$219.51 
QUAL iShares MSCI USA Quality Factor ETF
-0.93%
-$1,911.34 
FIS Fidelity National Information Services, Inc.
-0.93%
-$1,816.04 
JHX James Hardie Industries plc
-0.93%
-$1.44 
PFFD Global X U.S. Preferred ETF
-0.92%
-$79.68 
SWK Stanley Black & Decker Inc.
-0.92%
-$72.25 
TGLR Laffer Tengler Equity Income Fund
-0.92%
-$89.9 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.91%
-$204 
CSL Carlisle Companies Inc.
-0.9%
-$1,021.11 
GILD Gilead Sciences Inc.
-0.9%
-$1,738.08 
IWN iShares Russell 2000 Value ETF
-0.9%
-$5,645.4 
RCL Royal Caribbean Group
-0.88%
-$1,116.84 
IJS iShares S&P Small-Cap 600 Value ETF
-0.88%
-$428.64 
IEX IDEX Corporation
-0.87%
-$175.53 
GEHC GE HealthCare Technologies Inc.
-0.87%
-$2,495.51 
CTVA Corteva Inc.
-0.85%
-$411.18 
J Jacobs Solutions Inc.
-0.85%
-$6,238.76 
PYPL PayPal Holdings Inc
-0.84%
-$64.32 
PFF iShares Preferred and Income Securities ETF
-0.84%
-$6,433.7 
TEL TE Connectivity plc
-0.82%
-$360.5 
SLV iShares Silver Trust
-0.82%
-$1,151.75 
CRS Carpenter Technology Corporation
-0.82%
-$466.5 
QDF FlexShares Quality Dividend Index Fund
-0.8%
-$2,698.92 
BEP Brookfield Renewable Partners L.P.
-0.8%
-$69 
WFC-PL Wells Fargo & Company
-0.8%
-$390.6 
URI United Rentals, Inc.
-0.8%
-$27,880.26 
MDT Medtronic plc
-0.79%
-$4,614 
REGN Regeneron Pharmaceuticals, Inc.
-0.77%
-$172.48 
AOA iShares Core Aggressive Allocation ETF
-0.75%
-$128.62 
ROAD Construction Partners, Inc. Class A Common Stock
-0.75%
-$991.87 
DD DuPont de Nemours, Inc.
-0.74%
-$14,093.77 
BMY Bristol-Myers Squibb Company
-0.73%
-$13,434.1 
UPS United Parcel Service, Inc.
-0.73%
-$8,536.33 
FDX FedEx Corporation
-0.72%
-$1,148.45 
ESG FlexShares STOXX US ESG Select Fund
-0.71%
-$513.11 
MS Morgan Stanley
-0.7%
-$24,092.4 
BAC-PL Bank of America Corporation
-0.7%
-$41.2 
VO Vanguard Mid-Cap ETF
-0.7%
-$71,422.21 
BN Brookfield Corporation
-0.69%
-$73.44 
IP International Paper Company
-0.67%
-$785.67 
IRM Iron Mountain Inc.
-0.66%
-$268.62 
FHLC Fidelity MSCI Health Care Index ETF
-0.65%
-$89.36 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.65%
-$58 
BAC Bank of America Corporation
-0.65%
-$29,214.35 
VHT Vanguard Health Care ETF
-0.64%
-$2,925.95 
LB LandBridge Company LLC
-0.62%
-$75.75 
TDY Teledyne Technologies Incorporated
-0.62%
-$53.62 
XME SPDR S&P Metals & Mining ETF
-0.62%
-$134.37 
AOS A. O. Smith Corporation
-0.61%
-$173.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.61%
-$107,289.6 
ROP Roper Technologies Inc.
-0.61%
-$1,566 
ASH Ashland Inc.
-0.59%
-$337.45 
RJF Raymond James Financial Inc.
-0.59%
-$984.87 
CTSH Cognizant Technology Solutions Corporation
-0.58%
-$413.87 
VEU Vanguard FTSE All-World ex-US ETF
-0.58%
-$2,249.28 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.58%
-$39.6 
ALC Alcon Inc.
-0.56%
-$7.5 
IWS iShares Russell Mid-Cap Value ETF
-0.56%
-$242.73 
SSNC SS&C Technologies Holdings Inc.
-0.55%
-$149.04 
YUM Yum! Brands, Inc.
-0.54%
-$3,035.88 
SOLS Sollensys Corp
-0.52%
-$270.94 
TECX Tectonic Therapeutic Inc.
-0.52%
-$2.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$3,890.64 
PRG Prog Holdings Inc.
-0.5%
-$102.77 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.49%
-$311.31 
AMP Ameriprise Financial, Inc.
-0.48%
-$14,105.67 
OMC Omnicom Group Inc.
-0.48%
-$202.12 
TOL Toll Brothers Inc
-0.47%
-$9,455.78 
NDAQ Nasdaq, Inc.
-0.47%
-$302.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.47%
-$17,759.98 
IYH iShares U.S. Healthcare ETF
-0.46%
-$938.4 
VIS Vanguard Industrials ETF
-0.46%
-$348.39 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-0.46%
-$64.23 
IHI iShares U.S. Medical Devices ETF
-0.45%
-$1,696.12 
TSCO Tractor Supply Company
-0.45%
-$157.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$4,009.98 
CAT Caterpillar Inc.
-0.44%
-$57,157.58 
FTV Fortive Corporation
-0.43%
-$112.5 
BIIB Biogen Inc.
-0.43%
-$388.9 
ILCV iShares Morningstar Value ETF
-0.43%
-$37.6 
AMGN Amgen Inc.
-0.42%
-$48,914.56 
AVY Avery Dennison Corporation
-0.42%
-$934.62 
PAVE Global X U.S. Infrastructure Development ETF
-0.41%
-$132 
SYY Sysco Corporation
-0.4%
-$2,809.95 
VRP Invesco Variable Rate Preferred ETF
-0.4%
-$47.5 
VYX NCR Voyix Corp
-0.4%
-$3.45 
JNK SPDR Bloomberg High Yield Bond ETF
-0.39%
-$6,832.8 
DIS The Walt Disney Company
-0.38%
-$3,899.37 
USMV iShares MSCI USA Min Vol Factor ETF
-0.38%
-$421.57 
XAR SPDR S&P Aerospace & Defense ETF
-0.37%
-$84 
DFUV Dimensional US Marketwide Value ETF
-0.36%
-$1,354 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$113.75 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.35%
-$739.8 
VLTO Veralto Corporation
-0.35%
-$153.65 
DOC Healthpeak Properties, Inc.
-0.34%
-$2.67 
XLV Health Care Select Sector SPDR Fund
-0.34%
-$2,465.4 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.34%
-$17.55 
MA Mastercard Incorporated
-0.34%
-$49,572.36 
IWD iShares Russell 1000 Value ETF
-0.34%
-$632.1 
AOK iShares Core Conservative Allocation ETF
-0.33%
-$303.75 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.33%
-$959.82 
BAB Invesco Taxable Municipal Bond ETF
-0.33%
-$1,649.17 
PRU Prudential Financial, Inc.
-0.33%
-$4,936.2 
IXJ iShares Global Healthcare ETF
-0.33%
-$17.5 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.32%
-$38.44 
TTC The Toro Company
-0.32%
-$64 
GWW W.W. Grainger, Inc.
-0.31%
-$1,791.44 
HYD VanEck High Yield Muni ETF
-0.31%
-$1,063.65 
ASML ASML Holding N.V. New York Registry Shares
-0.28%
-$1,904.74 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.28%
-$25,065.28 
NATL NCR Atleos Corporation
-0.28%
-$7.41 
DFAT Dimensional US Targeted Value ETF
-0.28%
-$659.49 
LKQ LKQ Corporation
-0.27%
-$30 
GNTX Gentex Corporation
-0.26%
-$55 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$5,138.93 
SCHF Schwab International Equity ETF
-0.26%
-$204.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$23,178.24 
IFF International Flavors & Fragrances Inc.
-0.26%
-$22.08 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.25%
-$2,007.04 
NPK National Presto Industries Inc.
-0.25%
-$74 
TRU TransUnion
-0.24%
-$360 
GLD SPDR Gold Shares
-0.24%
-$1,442.27 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$2,777.2 
AXP American Express Company
-0.24%
-$13,973.25 
PFG Principal Financial Group, Inc.
-0.24%
-$61.1 
FBIN Fortune Brands Innovations Inc.
-0.24%
-$104.12 
BR Broadridge Financial Solutions, Inc.
-0.23%
-$407.13 
DSU BlackRock Debt Strategies Fund Inc.
-0.23%
-$5.5 
IAU iShares Gold Trust
-0.23%
-$383.01 
MTZ MasTec, Inc. Common Stock
-0.21%
-$81.18 
IUSV iShares Core S&P U.S. Value ETF
-0.21%
-$15.74 
NKE Nike, Inc. - Class B
-0.2%
-$250.2 
VIG Vanguard Dividend Appreciation ETF
-0.2%
-$6,389.64 
GIS General Mills, Inc.
-0.18%
-$73.32 
XLI Industrial Select Sector SPDR Fund
-0.18%
-$506.7 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.17%
-$29.5 
BKLN Invesco Senior Loan ETF
-0.17%
-$36.92 
ADM Archer-Daniels-Midland Co
-0.17%
-$90.58 
BNDX Vanguard Total International Bond ETF
-0.16%
-$11.25 
IVE ISHARES S&P 500 VALUE ETF
-0.16%
-$376.66 
GM General Motors Company
-0.15%
-$533 
CSX CSX Corporation
-0.14%
-$3,943.24 
WPM Wheaton Precious Metals Corp.
-0.14%
-$40.85 
MCO Moody's Corporation
-0.14%
-$396 
COR Cencora, Inc.
-0.14%
-$70.84 
EFA iShares MSCI EAFE ETF
-0.14%
-$1,216.46 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$14,489.15 
SPBO SPDR Portfolio Corporate Bond ETF
-0.13%
-$325.61 
TBX ProShares Short 7-10 Year Treasury
-0.12%
-$43.2 
UNP Union Pacific Corporation
-0.11%
-$6,926.08 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.11%
-$428.49 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$78.22 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$12.8 
PAYX Paychex Inc.
-0.1%
-$1,983.96 
PHYS Sprott Physical Gold Trust
-0.1%
-$104.9 
WOR Worthington Enterprises Inc.
-0.09%
-$105.24 
BCS Barclays PLC Sponsored ADR
-0.09%
-$1.48 
LECO Lincoln Electric Holdings, Inc.
-0.09%
-$23 
PFM Invesco Dividend Achievers ETF
-0.09%
-$308.01 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.09%
-$1,583.84 
SNY Sanofi American Depositary Receipt
-0.09%
-$86.56 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.08%
-$116.03 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.07%
-$8,753.95 
CIVB Civista Bancshares Inc.
-0.07%
-$25.1 
MUB iShares National Muni Bond ETF
-0.06%
-$1,285.44 
CTAS Cintas Corporation
-0.06%
-$209.16 
MBB iShares MBS ETF
-0.06%
-$84.9 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.05%
-$33.74 
DG Dollar General Corporation
-0.05%
-$5.95 
BF-B Brown-Forman Corporation
-0.05%
-$51.83 
EFX Equifax Inc.
-0.05%
-$9.45 
TAXF American Century Diversified Municipal Bond ETF
-0.04%
-$15.4 
BLV Vanguard Long-Term Bond ETF
-0.04%
-$46.75 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.04%
-$4.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.03%
-$16.1 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.03%
-$0.3 
RPV Invesco S&P 500 Pure Value ETF
-0.02%
-$3.1 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$30.55 
UTG Reaves Utility Income Fund
-0.01%
-$4.13 
NTRS Northern Trust Corporation
-0.01%
-$7.62 
CMF iShares California Muni Bond ETF
-0.01%
-$10.75 
GRMN Garmin Ltd.
-0.01%
-$18.16 
NIC Nicolet Bankshares Inc.
-0.01%
-$125.78 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.01%
-$0.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$794.61 Events
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Dividends
Dividend Analysis
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| Trades 9917 | Longs Won 6071/9917 61% | Profit Factor 8.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $937,958.88 |
| Average Win $113,209.6 | Best Trade (Oct 15) $61.3M | Sharpe Ratio -12.2 |
| Average Loss -$21,668.58 | Worst Trade (Jun 29) -$2.84M | Z-Score -4.96 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 2w | Expectancy $60,901.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 58 | $2,838.59 | $2,389.6 | - | -$448.99 | -15.82% | +1.93% |
| AAPL Apple Inc. | 248,637 | $21.02M | $85.17M | - | $64.15M | 305.21% | +0.161% |
| ABBV AbbVie Inc. | 27,070 | $3M | $7.73M | - | $4.73M | 157.37% | +0.78% |
| ABM ABM Industries Inc. | 220 | $10,419 | $11,212.3 | - | $793.3 | 7.61% | +0.404% |
| ABT Abbott Laboratories | 42,254 | $3.87M | $4.43M | - | $565,580.39 | 14.63% | +0.182% |
| ACLC American Century Large Cap Equity Fund | 974 | $52,534 | $82,921.49 | - | $30,387.49 | 57.84% | -1.599% |
| ACLS Axcelis Technologies, Inc. | 195 | $36,943 | $21,561.15 | - | -$15,381.85 | -41.64% | -3.944% |
| ACN Accenture plc Class A | 4,028 | $1.35M | $912,926.06 | - | -$440,424.04 | -32.54% | +0.767% |
| ADBE Adobe Inc. | 1,558 | $764,692.48 | $381,188.07 | - | -$383,504.41 | -50.15% | -2.783% |
| ADC Agree Realty Corporation | 150 | $10,525.6 | $10,030.5 | - | -$495.1 | -4.7% | +0.466% |
| ADI Analog Devices, Inc. | 7,006 | $1.26M | $2.79M | - | $1.54M | 122.41% | -1.29% |
| ADM Archer-Daniels-Midland Co | 647 | $43,397.95 | $53,565.13 | - | $10,167.18 | 23.43% | -0.169% |
| ADP Automatic Data Processing Inc. | 11,075 | $2.31M | $3.18M | - | $866,131.18 | 37.49% | +0.403% |
| ADSK Autodesk, Inc. | 704 | $170,710.84 | $167,854.72 | - | -$2,856.12 | -1.67% | -2.745% |
| ADX Adams Diversified Equity Fund, Inc. | 963 | $22,457 | $24,469.83 | - | $2,012.83 | 8.96% | -1.473% |
| AEE Ameren Corporation | 100 | $8,892.05 | $10,599.5 | - | $1,707.45 | 19.2% | +2.154% |
| AEG Aegon N.V. | 469 | $2,837 | $3,904.42 | - | $1,067.42 | 37.62% | +0.665% |
| AEM Agnico Eagle Mines Limited | 185 | $31,363 | $34,758.72 | - | $3,395.72 | 10.83% | +0.173% |
| AEP American Electric Power Company, Inc. | 3,884 | $362,403.52 | $493,306.84 | - | $130,903.32 | 36.12% | +2.188% |
| AFB AllianceBernstein National Municipal Income Fund | 1,400 | $15,554 | $13,832 | - | -$1,722 | -11.07% | +1.23% |
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FAQ
Which stocks have generated the highest profits for Caldwell Trust Co?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $17.76M, Apple Inc - $7.35M, SPDR S&P 500 ETF Trust - $6.7M, BlackRock, Inc - $6.24M, and Alphabet Inc - $5.99M. 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: United Technologies Corp - $2.79M, Intel Corporation - $2.52M, The Walt Disney Company - $2.45M, Boeing Company - $2.19M, and AT&T Inc - $1.28M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Caldwell Trust Co's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.01M earned over time. The largest contributors to dividend income include iShares 1-5 Year Investment Grade Corporate Bond ETF - $3.15M, The Home Depot, Inc - $3.09M, SPDR S&P 500 ETF Trust - $3.02M, NextEra Energy, Inc - $2.5M, and Chevron Corporation - $2.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Caldwell Trust Co's monthly returns?
Caldwell Trust Co's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Caldwell Trust Co's strategy be considered aggressive or moderate?
Caldwell Trust Co's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Caldwell Trust Co's strategy?
Caldwell Trust Co's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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