RWM
Revisor Wealth Management LLC Portfolio
Invests via Revisor Wealth Management LLC | Managed by Landon R. Jones
Invests via Revisor Wealth Management LLC
Managed by Landon R. Jones
Automatically Tracked
Company Profile
Revisor Wealth Management LLC is a dynamic investment firm focused on providing tailored financial solutions to its clientele. With expertise spanning various asset classes, the firm emphasizes client-centric strategies designed to optimize wealth growth and preservation. Leveraging extensive industry experience, it navigates complex market environments while maintaining strong relationships with stakeholders across private and institutional sectors. The firm's innovative approach enhances value through proactive engagement in capital markets, underscoring its commitment to serving high-net-worth individuals and families seeking comprehensive wealth management services.
Revisor Wealth Management LLC is a dynamic investment firm focused on providing tailored financial solutions to its clientele. With expertise spanning various asset classes, the firm emphasizes client-centric strategies designed to optimize wealth growth and preservation. Leveraging extensive industry experience, it navigates complex market environments while maintaining strong relationships with stakeholders across private and institutional sectors. The firm's innovative approach enhances value through proactive engagement in capital markets, underscoring its commitment to serving high-net-worth individuals and families seeking comprehensive wealth management services.
Investment Philosophy & Strategy
Analyzing prevailing market trends drives Revisor Wealth Management LLC's investment strategy, enabling the firm to identify unique opportunities for value creation. The leadership team leverages their extensive backgrounds in finance and client relations to adapt strategies that address specific client goals. By focusing on a diversified portfolio construction, the firm seeks positions across high-growth sectors while actively managing risk exposures. Revisor emphasizes fostering strong partnerships, which facilitates access to proprietary insights and timely decision-making within evolving landscapes. This commitment reflects an unwavering pursuit of excellence tailored towards enhancing wealth for its discerning clientele.
Analyzing prevailing market trends drives Revisor Wealth Management LLC's investment strategy, enabling the firm to identify unique opportunities for value creation. The leadership team leverages their extensive backgrounds in finance and client relations to adapt strategies that address specific client goals. By focusing on a diversified portfolio construction, the firm seeks positions across high-growth sectors while actively managing risk exposures. Revisor emphasizes fostering strong partnerships, which facilitates access to proprietary insights and timely decision-making within evolving landscapes. This commitment reflects an unwavering pursuit of excellence tailored towards enhancing wealth for its discerning clientele.
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:
20.65%
Gain +1.52%
Monthly
0.53%
Yearly
6.6%
Drawdown
13.28%
$381.51M
Equity
Holdings
$381.51M
Investment
$341.35M
$58.29M
Profit +$6.17M
Realized
$18.13M
Unrealized
$40.16M
Dividends
$16.86M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.52%
Profit
$6.17M
Win %
64%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$3.39M
Win %
64%
This Month
Compared to last month
Gain
-1.01%
Profit
-$3.89M
Win %
64%
This Year
Compared to last year
Gain
3.31%
Profit
$12.21M
Win %
64%
MU Micron Technology, Inc.
+11.69%
+$326,375.44 
CRDO Credo Technology Group Holding Ltd.
+11.39%
+$102,037.44 
SATS EchoStar Corporation Class A Common Stock
+11.19%
+$34,106.94 
AMAT Applied Materials, Inc.
+11.17%
+$207,662.87 
TSLL Direxion Daily TSLA Bull 2X Shares
+9.05%
+$15,587 
STRL Sterling Infrastructure, Inc.
+8.89%
+$44,293.62 
TTMI TTM Technologies, Inc.
+8.83%
+$54,641.22 
ATI ATI Inc.
+8.79%
+$33,013.76 
ALB Albemarle Corporation
+8%
+$64,711.46 
AMD Advanced Micro Devices, Inc.
+7.96%
+$30,797.11 
SWK Stanley Black & Decker Inc.
+7.4%
+$19,252.8 
COPX Global X Copper Miners ETF
+7.31%
+$40,287.88 
SSRM Ssr Mining Inc.
+7.19%
+$24,591.74 
RCL Royal Caribbean Group
+7.14%
+$144,885.72 
GFI Gold Fields Ltd. Sponsored ADR
+7.07%
+$10,601.01 
DAL Delta Air Lines, Inc.
+7.04%
+$16,070.06 
UAMY United States Antimony Corporation
+6.63%
+$5,698.87 
MOS Mosaic Company
+6.51%
+$31,896.54 
CDE Coeur Mining, Inc.
+6.49%
+$10,597 
HON Honeywell International Inc.
+6.45%
+$12,195.13 
CLS Celestica Inc.
+6.4%
+$43,830.64 
ARGT GLOBAL X MSCI ARGENTINA ETF
+6.29%
+$14,936.26 
KMX CarMax Inc.
+6.29%
+$21,987.45 
QCOM QUALCOMM Incorporated
+6.16%
+$21,698.76 
HWM Howmet Aerospace Inc.
+6.05%
+$56,587.46 
PSIX Power Solutions International, Inc.
+5.98%
+$7,859.28 
URA Global X Uranium ETF
+5.86%
+$21,236.24 
SLV iShares Silver Trust
+5.5%
+$112,037.31 
SKYW SkyWest Inc.
+5.39%
+$16,013.58 
TXN Texas Instruments Inc
+5.33%
+$56,520.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$27,017.64 
GDX VanEck Gold Miners ETF
+5.27%
+$14,385.22 
UPS United Parcel Service, Inc.
+5.22%
+$40,209.4 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$15,176.2 
NEM Newmont Corporation
+5.2%
+$9,958.12 
GD General Dynamics Corporation
+5.2%
+$60,106.22 
KGC Kinross Gold Corporation
+4.99%
+$11,269 
ADI Analog Devices, Inc.
+4.95%
+$46,835.58 
ETN Eaton Corporation plc
+4.88%
+$22,515.29 
CAT Caterpillar Inc.
+4.83%
+$71,972.99 
VISN Vistance Networks, Inc.
+4.8%
+$12,196.82 
AMGN Amgen Inc.
+4.79%
+$50,317.83 
LYG Lloyds Banking Group Plc ADR
+4.75%
+$61,837.02 
PPG PPG Industries Inc.
+4.68%
+$25,714.69 
TSLA Tesla, Inc.
+4.63%
+$190,376.58 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.58%
+$10,812.88 
GEV GE Vernova Inc.
+4.58%
+$25,153.93 
LMT Lockheed Martin Corporation
+4.57%
+$11,231.99 
GE General Electric Company
+4.43%
+$56,847.16 
NUVB Nuvation Bio Inc.
+4.37%
+$2,640.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.34%
+$12,969.76 
SHW The Sherwin-Williams Company
+4.24%
+$107,380.56 
NUE Nucor Corporation
+4.16%
+$34,415.46 
HII Huntington Ingalls Industries Inc.
+4.05%
+$35,136.56 
IBKR Interactive Brokers Group Inc.
+3.99%
+$25,435.19 
GPC Genuine Parts Company
+3.93%
+$37,449.99 
NVS Novartis AG Sponsored ADR
+3.92%
+$25,850.6 
JMIA Jumia Technologies AG
+3.83%
+$49,117.75 
RTX RTX Corporation
+3.83%
+$21,488 
NUEM Nuveen ESG Emerging Markets Equity Fund
+3.83%
+$8,979.57 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+3.71%
+$40,973.85 
EMR Emerson Electric Co.
+3.71%
+$23,830.28 
SCHF Schwab International Equity ETF
+3.67%
+$114,253.3 
TGT Target Corporation
+3.65%
+$13,164.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$32,585.04 
CSMD Congress SMid Growth ETF
+3.62%
+$25,587.06 
NET Cloudflare Inc.
+3.61%
+$10,602.41 
SBUX Starbucks Corporation
+3.53%
+$46,465.86 
AVGO Broadcom Inc.
+3.47%
+$44,427.57 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$9,643.42 
VBK Vanguard Small-Cap Growth ETF
+3.36%
+$30,656.35 
CHRW C.H. Robinson Worldwide, Inc.
+3.31%
+$15,874.54 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$9,895.2 
GSK GSK plc Sponsored ADR
+3.28%
+$57,566.88 
GVIP Goldman Sachs Hedge Industry VIP ETF
+3.28%
+$7,552.15 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$49,618.68 
QQQM Invesco NASDAQ 100 ETF
+3.17%
+$29,245.68 
GLD SPDR Gold Shares
+3.12%
+$16,200.16 
ETHV VanEck Ethereum ETF
+3.11%
+$4,231.32 
EWZ iShares MSCI Brazil ETF
+3.05%
+$36,039.7 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$60,639.06 
EBAY eBay Inc.
+3.01%
+$9,075.2 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$6,774.84 
FDLS Inspire Fidelis Multi Factor ETF
+2.8%
+$15,682.24 
BIBL Inspire 100 ETF
+2.79%
+$96,597 
IWP iShares Russell Mid-Cap Growth ETF
+2.79%
+$5,875.16 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+2.74%
+$7,167.98 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.71%
+$23,091.36 
CYH Community Health Systems, Inc.
+2.69%
+$2,134.24 
BITB Bitwise Bitcoin ETF
+2.68%
+$9,421.2 
LUMN Lumen Technologies Inc.
+2.66%
+$7,760.94 
IBIT iShares Bitcoin Trust
+2.62%
+$16,483.6 
BITW Bitwise 10 Crypto Index Fund
+2.62%
+$5,628.95 
ECL Ecolab Inc.
+2.57%
+$12,639 
AOS A. O. Smith Corporation
+2.54%
+$9,525.89 
CSCO Cisco Systems, Inc.
+2.53%
+$25,509.75 
NDSN Nordson Corporation
+2.53%
+$17,967.7 
VB Vanguard Small-Cap ETF
+2.52%
+$42,193.68 
INCR Intercure Ltd.
+2.46%
+$248.33 
IJR iShares Core S&P Small-Cap ETF
+2.44%
+$6,630.84 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$40,849.38 
INCY Incyte Corporation
+2.33%
+$5,892.25 
ICVT iShares Convertible Bond ETF
+2.32%
+$17,304.76 
SPEM SPDR Portfolio Emerging Markets ETF
+2.32%
+$234,187.2 
CAH Cardinal Health Inc.
+2.31%
+$17,960 
OKTA Okta Inc.
+2.3%
+$10,684.08 
PTL Inspire 500 ETF
+2.28%
+$4,901.57 
VOOG Vanguard S&P 500 Growth ETF
+2.28%
+$7,970.4 
HD The Home Depot, Inc.
+2.27%
+$10,440 
DOV Dover Corporation
+2.26%
+$13,388.76 
LOW Lowe's Companies Inc.
+2.26%
+$19,363.84 
PFE Pfizer Inc.
+2.25%
+$17,603.05 
DVYE iShares Emerging Markets Dividend ETF
+2.25%
+$180,864.75 
OMC Omnicom Group Inc.
+2.19%
+$31,256.28 
LW Lamb Weston Holdings, Inc.
+2.17%
+$11,117.76 
NVDA NVIDIA Corporation
+2.17%
+$104,753.36 
LLY Eli Lilly and Company
+2.16%
+$21,045.5 
BEN Franklin Resources Inc.
+2.15%
+$8,865.44 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$26,483.91 
GROZ Zacks Focus Growth ETF
+1.87%
+$4,190.07 
BLES Inspire Global Hope ETF
+1.87%
+$5,034.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$15,376.8 
TFC Truist Financial Corporation
+1.85%
+$11,187.2 
MGV Vanguard Mega Cap Value ETF
+1.84%
+$38,320.6 
BKNG Booking Holdings Inc.
+1.84%
+$13,275 
VO Vanguard Mid-Cap ETF
+1.83%
+$22,759.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.82%
+$8,262.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$35,002.7 
ITW Illinois Tool Works Inc.
+1.78%
+$12,685.07 
NOC Northrop Grumman Corporation
+1.78%
+$5,676.28 
VUG Vanguard Growth ETF
+1.78%
+$22,394.7 
DIS The Walt Disney Company
+1.77%
+$6,161.75 
IOO iShares Global 100 ETF
+1.77%
+$6,444.34 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$27,157.5 
HITI High Tide Inc.
+1.75%
+$481.96 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.74%
+$5,508.96 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$46,095.24 
TROW T. Rowe Price Group, Inc.
+1.73%
+$4,690.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.73%
+$5,937.95 
VOO Vanguard S&P 500 ETF
+1.72%
+$24,863.03 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$5,288.07 
IVV iShares Core S&P 500 ETF
+1.69%
+$15,449.05 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$11,318.13 
VTV Vanguard Value ETF
+1.68%
+$5,745.86 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+1.67%
+$22,986.29 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$173,638.9 
PNR Pentair plc
+1.67%
+$6,349.84 
AXP American Express Company
+1.64%
+$19,750.25 
PVAL Putnam Focused Large Cap Value ETF
+1.6%
+$5,846.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$55,571.36 
DE Deere & Company
+1.53%
+$3,861.01 
ISMD Inspire Small/Mid Cap ETF
+1.5%
+$10,948.91 
IDLV Invesco S&P International Developed Low Volatility ETF
+1.48%
+$3,676.67 
AMZN Amazon.com Inc
+1.45%
+$80,905.95 
FINV FinVolution Group
+1.43%
+$947.1 
SYY Sysco Corporation
+1.42%
+$21,231.83 
JPM JPMorgan Chase & Co.
+1.4%
+$49,204.69 
AAPL Apple Inc.
+1.39%
+$259,852.05 
MRK Merck & Co., Inc.
+1.39%
+$5,380.66 
UBER Uber Technologies, Inc.
+1.37%
+$4,167.96 
SNY Sanofi American Depositary Receipt
+1.31%
+$4,030.47 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$5,293.92 
LIN Linde plc
+1.23%
+$7,221.47 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$29,787.89 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.18%
+$119,135.28 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$3,632.55 
EIX Edison International
+1.16%
+$8,719.98 
TTC The Toro Company
+1.13%
+$2,576.03 
CINF Cincinnati Financial Corporation
+1.12%
+$51,168.81 
BAC Bank of America Corporation
+1.08%
+$6,695.91 
LAMR Lamar Advertising Company
+1.07%
+$18,649.44 
EXPD Expeditors International of Washington, Inc.
+1.03%
+$4,623.96 
DTD WisdomTree U.S. Total Dividend Fund
+1%
+$6,405.96 
INDA ISHARES MSCI INDIA ETF
+0.99%
+$5,860.9 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.95%
+$4,704.84 
GOOG Alphabet Inc
+0.91%
+$48,143 
IBM International Business Machines Corporation
+0.89%
+$8,409.03 
FTLS First Trust Long/Short Equity ETF
+0.88%
+$6,199.04 
FRT Federal Realty Investment Trust
+0.87%
+$6,513.09 
PFM Invesco Dividend Achievers ETF
+0.86%
+$2,196.74 
SDY SPDR S&P Dividend ETF
+0.85%
+$3,479.83 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$1,758.41 
MCD McDonald's Corporation
+0.83%
+$41,759.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$11,474.5 
CTAS Cintas Corporation
+0.82%
+$5,240.68 
FAST Fastenal Co.
+0.79%
+$2,298.41 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$1,844.04 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$7,423.01 
RDDT Reddit Inc Class A
+0.78%
+$19,430 
WLDN Willdan Group, Inc.
+0.78%
+$1,320 
CAG Conagra Brands Inc.
+0.75%
+$3,959.8 
AGGH Simplify Aggregate Bond ETF
+0.69%
+$2,646.28 
SNDL Sundial Growers Inc.
+0.69%
+$106.3 
MMM 3M Company
+0.68%
+$2,686.77 
PLTR Palantir Technologies Inc.
+0.67%
+$3,493.92 
HRL Hormel Foods Corporation
+0.66%
+$1,652.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$73,510.2 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$17,916.98 
BF-B Brown-Forman Corporation
+0.62%
+$1,399.86 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$14,242.47 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$4,981.2 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$1,474.42 
BLK BlackRock, Inc.
+0.57%
+$5,185.66 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$96,236.79 
APD Air Products and Chemicals, Inc.
+0.56%
+$6,943.81 
ABT Abbott Laboratories
+0.56%
+$1,866.15 
WFC Wells Fargo & Company
+0.54%
+$14,315.84 
SPHY SPDR Portfolio High Yield Bond ETF
+0.52%
+$3,825.36 
VCRB Vanguard Core Bond ETF
+0.49%
+$1,350.75 
DHS WisdomTree U.S. High Dividend Fund
+0.49%
+$1,372.25 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$12,632.66 
MTBA Simplify MBS ETF
+0.47%
+$1,344.58 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.47%
+$1,723.68 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$1,374.66 
GOOGL Alphabet Inc
+0.42%
+$16,347.83 
SCHP Schwab U.S. TIPS ETF
+0.38%
+$12,047.6 
HUBB Hubbell Inc.
+0.34%
+$1,323.99 
LDOS Leidos Holdings Inc.
+0.32%
+$602.94 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$7,814.26 
JSI Janus Henderson Securitized Income ETF
+0.27%
+$743.26 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$963.3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.24%
+$488.76 
U Unity Software Inc.
+0.23%
+$361.44 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
+0.2%
+$2,483.04 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$604.93 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$8,078.8 
TMUS T-Mobile US, Inc.
+0.16%
+$316.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$2,042.55 
DOC Healthpeak Properties, Inc.
+0.15%
+$566.97 
FMB First Trust Managed Municipal Fund
+0.15%
+$318.23 
SCMB Schwab Municipal Bond ETF
+0.12%
+$496.62 
MDT Medtronic plc
+0.11%
+$1,974.51 
KVUE Kenvue Inc.
+0.11%
+$315.38 
FLDR Fidelity Low Duration Bond ETF
+0.1%
+$442.9 
BUCK Simplify Treasury Option Income ETF
+0.09%
+$519.04 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$1,689.4 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.08%
+$703.08 
ENB Enbridge Inc.
+0.04%
+$992.58 
SHYD VanEck Short High Yield Municipal Fund
+0.02%
+$50.76 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$200.32 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$21.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$51.8 
ANTM Anthem Inc
0%
$0 
ASST
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BTM
0%
$0 
CMCSA Comcast Corp
0%
$0 
IMPP
0%
$0 
LAC
0%
$0 
NGD New Gold Inc.
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
VFF Village Farms International Inc.
0%
$0 
ORCL Oracle Corporation
-8.58%
-$67,612.01 
ADSK Autodesk, Inc.
-7.1%
-$12,065.28 
BOIL ProShares Ultra Bloomberg Natural Gas
-6.36%
-$20,703.6 
ADBE Adobe Inc.
-6.25%
-$13,151.16 
FDS FactSet Research Systems Inc.
-5.1%
-$9,956.8 
PARR Par Pacific Holdings Inc.
-4.01%
-$13,735.26 
COP ConocoPhillips
-3.79%
-$34,581.18 
SPGI S&P Global Inc.
-3.03%
-$11,003.43 
ADM Archer-Daniels-Midland Co
-2.95%
-$15,760.8 
NOW ServiceNow, Inc.
-2.78%
-$6,970.85 
XOM Exxon Mobil Corporation
-2.68%
-$80,773.29 
CRM Salesforce Inc
-2.6%
-$113,575.91 
ERIE Erie Indemnity Company
-2.57%
-$4,865.55 
ADP Automatic Data Processing Inc.
-2.31%
-$14,428.31 
IXHL Incannex Healthcare Inc.
-2.3%
-$36.36 
RSG Republic Services, Inc.
-2.17%
-$7,274.58 
CVX Chevron Corporation
-2.1%
-$17,002.56 
CTA Simplify Managed Futures Strategy ETF
-1.92%
-$18,852.96 
MSFT Microsoft Corp.
-1.79%
-$158,341.81 
AMT American Tower Corporation
-1.69%
-$21,300.18 
FIS Fidelity National Information Services, Inc.
-1.62%
-$10,277.82 
ESS Essex Property Trust, Inc.
-1.49%
-$5,537.07 
UNFI United Natural Foods Inc.
-1.48%
-$4,432.5 
JD JD.com Inc.
-1.37%
-$3,078.66 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$2,590 
PM Philip Morris International Inc.
-1.27%
-$37,582.9 
KO The Coca-Cola Company
-1.27%
-$27,943.72 
V Visa Inc. Class A
-1.21%
-$17,432.96 
CHD Church & Dwight Co., Inc.
-1.11%
-$4,277.16 
ES Eversource Energy
-1.11%
-$9,879.98 
CTM Castellum Inc.
-1.02%
-$91.75 
CLX The Clorox Company
-1.01%
-$2,310 
PAGP Plains GP Holdings, L.P.
-0.97%
-$4,542.72 
PGR Progressive Corporation
-0.97%
-$3,775.47 
FMAO Farmers & Merchants Bancorp Inc.
-0.95%
-$3,133.89 
MKC McCormick & Company, Incorporated
-0.95%
-$3,556.49 
NFLX Netflix, Inc.
-0.89%
-$3,212.73 
TLS Telos Corporation
-0.88%
-$653.28 
CB Chubb Limited
-0.82%
-$3,915.94 
COST Costco Wholesale Corporation
-0.82%
-$3,592.53 
WEC WEC Energy Group Inc.
-0.82%
-$7,134.98 
ED Consolidated Edison, Inc.
-0.7%
-$2,841.07 
DUK Duke Energy Corporation
-0.7%
-$9,556.09 
SCHW Charles Schwab Corporation
-0.62%
-$6,040.1 
IQV IQVIA Holdings Inc.
-0.6%
-$1,634.6 
ATO Atmos Energy Corporation
-0.6%
-$2,802.96 
CL Colgate-Palmolive Company
-0.6%
-$2,257.2 
AFL Aflac Inc.
-0.6%
-$3,409.7 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$2,444.48 
ETR Entergy Corporation
-0.54%
-$6,731.4 
MA Mastercard Incorporated
-0.54%
-$3,698.64 
UNH UnitedHealth Group Incorporated
-0.54%
-$7,479.55 
PG Procter & Gamble Co
-0.48%
-$4,854.24 
META Meta Platforms Inc Class A
-0.45%
-$12,706.44 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
-0.44%
-$1,883.1 
PEP PepsiCo, Inc.
-0.44%
-$2,855.21 
ROP Roper Technologies Inc.
-0.42%
-$1,049.45 
BRO Brown & Brown Inc.
-0.41%
-$1,191 
MCK McKesson Corporation
-0.41%
-$2,600 
STE STERIS plc
-0.41%
-$850.01 
NEE NextEra Energy, Inc.
-0.33%
-$1,370.6 
TWLO Twilio Inc.
-0.31%
-$1,091.35 
O Realty Income Corporation
-0.31%
-$1,291.05 
BDX Becton, Dickinson and Company
-0.28%
-$5,823.81 
GWW W.W. Grainger, Inc.
-0.26%
-$1,543.46 
WST West Pharmaceutical Services, Inc.
-0.17%
-$620.02 
SJM The J.M. Smucker Company
-0.17%
-$890.2 
JKI iShares Morningstar Mid-Cap Value ETF
-0.1%
-$496.69 
AMP Ameriprise Financial, Inc.
-0.09%
-$199.26 
ABBV AbbVie Inc.
-0.08%
-$587.67 
WMT Walmart Inc.
-0.07%
-$1,204.56 
JNJ Johnson & Johnson
-0.05%
-$528.93 
VZ Verizon Communications Inc.
-0.04%
-$398.82 
KMB Kimberly-Clark Corporation
-0.04%
-$95.56 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$133.83 
GIS General Mills, Inc.
-0.03%
-$111.97 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$41.08 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$249.86 Events
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Dividends
Dividend Analysis
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| Trades 2239 | Longs Won 1382/2239 61% | Profit Factor 3.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $155,804.03 |
| Average Win $56,995.18 | Best Trade (Jun 11) $4.6M | Sharpe Ratio -4.83 |
| Average Loss -$23,890.39 | Worst Trade (Jun 11) -$2.58M | Z-Score 0.52 (39.47%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $26,035.4 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
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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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