CWM
Copia Wealth Management Portfolio
Invests via Copia Wealth Management | Managed by Louis Bennett, Aaron Boehm
Invests via Copia Wealth Management
Managed by Louis Bennett, Aaron Boehm
Automatically Tracked
Company Profile
Boutique advisory firm focused on wealth management and financial planning for high-net-worth individuals, families and small institutions. Copia Wealth Management offers discretionary portfolio management, tax-aware planning, retirement and estate advisory and multi-asset allocation, typically on a fee-based fiduciary platform. The firm emphasizes tailored investment policy frameworks, tax-efficient strategies and integrated advisor-client reporting, positioning itself as a midsize private advisor servicing wealth preservation and intergenerational planning needs.
Boutique advisory firm focused on wealth management and financial planning for high-net-worth individuals, families and small institutions. Copia Wealth Management offers discretionary portfolio management, tax-aware planning, retirement and estate advisory and multi-asset allocation, typically on a fee-based fiduciary platform. The firm emphasizes tailored investment policy frameworks, tax-efficient strategies and integrated advisor-client reporting, positioning itself as a midsize private advisor servicing wealth preservation and intergenerational planning needs.
Investment Philosophy & Strategy
Adopts a fiduciary, client-centric approach emphasizing capital preservation, tax-efficient wealth transfer and tailored multi-asset allocation for high-net-worth families and small institutions. Investment decisions prioritize diversified, risk-managed portfolios with discretionary overlay and integrated tax and estate planning to optimize after-tax returns over long horizons. Uses bespoke investment policy statements, active rebalancing, and manager selection to blend low-cost passive exposures with concentrated active positions where value and income opportunities arise, aligning liquidity and intergenerational objectives.
Adopts a fiduciary, client-centric approach emphasizing capital preservation, tax-efficient wealth transfer and tailored multi-asset allocation for high-net-worth families and small institutions. Investment decisions prioritize diversified, risk-managed portfolios with discretionary overlay and integrated tax and estate planning to optimize after-tax returns over long horizons. Uses bespoke investment policy statements, active rebalancing, and manager selection to blend low-cost passive exposures with concentrated active positions where value and income opportunities arise, aligning liquidity and intergenerational objectives.
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:
2.55%
Gain
Monthly
0.14%
Yearly
1.64%
Drawdown
19.1%
$156.3M
Equity
Holdings
$156.3M
Investment
$134.56M
$24.4M
Profit -$620,684.18
Realized
$2.66M
Unrealized
$21.74M
Dividends
$4.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$620,684.18
Win %
71%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$2.13M
Win %
71%
This Month
Compared to last month
Gain
-0.96%
Profit
-$1.52M
Win %
71%
This Year
Compared to last year
Gain
7.43%
Profit
$10.81M
Win %
71%
ASTS AST SpaceMobile, Inc.
+6.57%
+$191.59 
SONO Sonos Inc.
+5.01%
+$64.35 
EOSE Eos Energy Enterprises Inc.
+4.92%
+$1,020.83 
BROS Dutch Bros Inc.
+4.71%
+$4,904.62 
ADM Archer-Daniels-Midland Co
+2.87%
+$2.38 
CB Chubb Limited
+2.81%
+$434.25 
BNO United States Brent Oil Fund, LP
+2.8%
+$64.19 
GE General Electric Company
+2.78%
+$1,449.98 
LEU Centrus Energy Corp.
+2.58%
+$855 
IAK iShares U.S. Insurance ETF
+2.28%
+$1,082.32 
PANW Palo Alto Networks, Inc.
+2.26%
+$9,420.21 
PXE Invesco Energy Exploration & Production ETF
+2.09%
+$848.25 
CF CF Industries Holdings, Inc.
+2.06%
+$95.16 
MO Altria Group, Inc.
+2.05%
+$1,594.5 
CSCO Cisco Systems, Inc.
+2.05%
+$1,964.37 
MRK Merck & Co., Inc.
+2.01%
+$285.27 
IDX VanEck Indonesia Index ETF
+1.87%
+$845.8 
OGI Organigram Global Inc.
+1.8%
+$2.23 
ABT Abbott Laboratories
+1.79%
+$497.37 
UNH UnitedHealth Group Incorporated
+1.74%
+$1,762.8 
PSX Phillips 66
+1.72%
+$1,255.98 
ABBV AbbVie Inc.
+1.7%
+$1,503.36 
AFL Aflac Inc.
+1.65%
+$1,544.57 
JNJ Johnson & Johnson
+1.64%
+$1,202.46 
PM Philip Morris International Inc.
+1.51%
+$2,511.08 
EMR Emerson Electric Co.
+1.5%
+$821.37 
MSOS AdvisorShares Pure US Cannabis ETF
+1.49%
+$1.3 
BP BP p.l.c. Sponsored ADR
+1.42%
+$11.7 
XOM Exxon Mobil Corporation
+1.41%
+$16.4 
PLUG Plug Power Inc.
+1.4%
+$2.22 
CVX Chevron Corporation
+1.37%
+$1,461.97 
WELL Welltower Inc.
+1.32%
+$1,180.8 
CI The Cigna Group
+1.29%
+$91.25 
LMT Lockheed Martin Corporation
+1.27%
+$137.13 
AIZ Assurant Inc.
+1.27%
+$217 
ORCL Oracle Corporation
+1.26%
+$1,791.37 
STX Seagate Technology Holdings plc
+1.24%
+$27.64 
WTRG Essential Utilities Inc.
+1.23%
+$66.93 
COR Cencora, Inc.
+1.19%
+$442.86 
VZ Verizon Communications Inc.
+1.19%
+$59.28 
EPD Enterprise Products Partners L.P.
+1.18%
+$499.05 
MCK McKesson Corporation
+1.17%
+$117.78 
RTX RTX Corporation
+1.16%
+$49.5 
NVS Novartis AG Sponsored ADR
+1.14%
+$278.4 
TRGP Targa Resources Corp.
+1.14%
+$651.9 
SBAC SBA Communications Corporation
+1.12%
+$6.24 
SYY Sysco Corporation
+1.1%
+$20.82 
ITA iShares U.S. Aerospace & Defense ETF
+1.08%
+$627.5 
XBI SPDR S&P Biotech ETF
+1.07%
+$11.34 
LLY Eli Lilly and Company
+1.06%
+$408.54 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+1.06%
+$46 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.04%
+$998.21 
RKLB Rocket Lab Corporation
+1.03%
+$793.69 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1.02%
+$87.68 
DVA DaVita Inc.
+1.01%
+$477.73 
COP ConocoPhillips
+0.99%
+$78.05 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.98%
+$14,771.12 
TTAN ServiceTitan, Inc.
+0.97%
+$12.41 
EWY iShares MSCI South Korea ETF
+0.96%
+$9,213.75 
GEV GE Vernova Inc.
+0.96%
+$307.37 
DGX Quest Diagnostics Inc.
+0.95%
+$3.98 
GLD SPDR Gold Shares
+0.94%
+$42,220.51 
IAU iShares Gold Trust
+0.94%
+$4,819.5 
NET Cloudflare Inc.
+0.93%
+$12.7 
AAAU Goldman Sachs Physical Gold ETF
+0.93%
+$36.13 
MPC Marathon Petroleum Corporation
+0.92%
+$1,776.6 
SHLD Global X Defense Tech ETF
+0.91%
+$1,871.53 
GLDM SPDR Gold MiniShares Trust
+0.91%
+$11,422.12 
AMT American Tower Corporation
+0.89%
+$37.5 
YUM Yum! Brands, Inc.
+0.85%
+$214.5 
HON Honeywell International Inc.
+0.81%
+$183.08 
MU Micron Technology, Inc.
+0.8%
+$88.4 
PH Parker-Hannifin Corporation
+0.79%
+$60.48 
XLE Energy Select Sector SPDR Fund
+0.78%
+$9,936.41 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$1,887.08 
VDE Vanguard Energy ETF
+0.77%
+$108.31 
WMT Walmart Inc.
+0.77%
+$208.86 
LHX L3Harris Technologies, Inc.
+0.77%
+$294.3 
GD General Dynamics Corporation
+0.76%
+$176.4 
CRWD CrowdStrike Holdings, Inc.
+0.74%
+$492 
PPH VanEck Pharmaceutical ETF
+0.73%
+$2,728 
EIX Edison International
+0.69%
+$77.22 
SO The Southern Company
+0.69%
+$1,448.7 
GCOW Pacer Global Cash Cows Dividend ETF
+0.67%
+$344.7 
INDA ISHARES MSCI INDIA ETF
+0.67%
+$5,184.73 
SIVR abrdn Physical Silver Shares ETF
+0.65%
+$59.34 
SOLS Sollensys Corp
+0.65%
+$18.24 
DLR Digital Realty Trust, Inc.
+0.65%
+$463.68 
CAT Caterpillar Inc.
+0.64%
+$212.04 
JXI iShares Global Utilities ETF
+0.62%
+$33.39 
EOG EOG Resources, Inc.
+0.61%
+$8.4 
DUK Duke Energy Corporation
+0.6%
+$772.92 
FIG Figma Inc. Class A Common Stock
+0.6%
+$3.5 
SPG Simon Property Group, Inc.
+0.59%
+$6.78 
IRM Iron Mountain Inc.
+0.58%
+$29.82 
EA Electronic Arts Inc.
+0.57%
+$553.28 
SQ Block, Inc.
+0.57%
+$9.4 
SLV iShares Silver Trust
+0.56%
+$3,565.52 
HACK Amplify Cybersecurity ETF
+0.55%
+$3,034.14 
GII SPDR S&P Global Infrastructure ETF
+0.53%
+$156.8 
NEE NextEra Energy, Inc.
+0.52%
+$268.64 
CTVA Corteva Inc.
+0.51%
+$14.52 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$535.35 
VTRS Viatris Inc.
+0.49%
+$1.87 
TJX The TJX Companies, Inc.
+0.48%
+$29.6 
MDU MDU Resources Group, Inc.
+0.47%
+$26.03 
XLU Utilities Select Sector SPDR Fund
+0.47%
+$1,394.28 
AMLP Alerian MLP ETF
+0.46%
+$90 
DE Deere & Company
+0.44%
+$865.29 
PLBY Plby Group Inc.
+0.42%
+$10.4 
JPM JPMorgan Chase & Co.
+0.41%
+$792.39 
RWX SPDR Dow Jones International Real Estate ETF
+0.41%
+$2.58 
LMND Lemonade Inc.
+0.37%
+$6 
HECA Hedgeye Capital Allocation ETF
+0.37%
+$4.4 
MMM 3M Company
+0.35%
+$8.55 
UTES Virtus Reaves Utilities ETF
+0.34%
+$18.98 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$3,184.2 
USRT iShares Core U.S. REIT ETF
+0.31%
+$268.11 
INDS Pacer Industrial Real Estate ETF
+0.31%
+$35.9 
XLP Consumer Staples Select Sector SPDR Fund
+0.3%
+$4.16 
RWR SPDR Dow Jones REIT ETF
+0.3%
+$11.71 
EWA iShares MSCI Australia ETF
+0.3%
+$1,102.79 
ETR Entergy Corporation
+0.3%
+$10.2 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$5.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.28%
+$46.11 
IBB iShares Biotechnology ETF
+0.28%
+$109.14 
PG Procter & Gamble Co
+0.28%
+$179.34 
SCHP Schwab U.S. TIPS ETF
+0.25%
+$23.86 
TIP iShares TIPS Bond ETF
+0.24%
+$409.69 
VNQ Vanguard Real Estate ETF
+0.24%
+$78.48 
AEG Aegon N.V.
+0.22%
+$31.5 
IEF iShares 7-10 Year Treasury Bond ETF
+0.22%
+$797.45 
MLPX Global X MLP & Energy Infrastructure ETF
+0.2%
+$221.65 
VTV Vanguard Value ETF
+0.2%
+$2,317.56 
UFO Procure Space ETF
+0.18%
+$3.92 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.18%
+$177.93 
PINK Simplify Health Care ETF
+0.17%
+$5,776.42 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$2,672.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$47.99 
GWW W.W. Grainger, Inc.
+0.15%
+$184.95 
BKAG BNY Mellon Core Bond ETF
+0.14%
+$0.3 
MBB iShares MBS ETF
+0.14%
+$4.86 
AAPL Apple Inc.
+0.14%
+$2,749.72 
PFE Pfizer Inc.
+0.14%
+$5.78 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.14%
+$0.63 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.14%
+$1.05 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.13%
+$6.15 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$2,477.93 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
+0.13%
+$431.13 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$4,963.5 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.12%
+$67.5 
FCX Freeport-McMoRan Inc.
+0.12%
+$8.4 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$8.09 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.11%
+$10 
CACI Caci International Inc.
+0.11%
+$14.7 
ENVX Enovix Corporation
+0.11%
+$12.42 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$14.63 
FVD First Trust Value Line Dividend Index Fund
+0.09%
+$15.62 
ILF iShares Latin America 40 ETF
+0.09%
+$1,318.08 
ECL Ecolab Inc.
+0.08%
+$10.71 
VOE Vanguard Mid-Cap Value ETF
+0.07%
+$498.8 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.07%
+$5.46 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.07%
+$761.74 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$25.9 
EWW iShares MSCI Mexico ETF
+0.06%
+$222.03 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$8.55 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$164.65 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$50.02 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$3.76 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$96.18 
ICOW Pacer Developed Markets International ETF
+0.04%
+$8.36 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$9.47 
RIVN Rivian Automotive, Inc.
+0.03%
+$0.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$16.68 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$1,070.44 
DGRO iShares Core Dividend Growth ETF
+0.03%
+$19.36 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.02%
+$1.74 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$452.28 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$27.52 
BNDX Vanguard Total International Bond ETF
+0.01%
+$0.07 
IAGG iShares International Aggregate Bond Fund
+0.01%
+$0.04 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.01%
+$17 
BBBYWS
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CGC
0%
$0 
CLOZ Panagram BBB-B CLO ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
+$0.89 
IIGD Invesco Investment Grade Defensive ETF
0%
$0 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
STKL SunOpta Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VALWS
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.82%
-$154.8 
CDNS Cadence Design Systems, Inc.
-9.89%
-$180.4 
SNPS Synopsys, Inc.
-8.26%
-$448.03 
NFLX Netflix, Inc.
-7.49%
-$3,564.8 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.42%
-$1,739.45 
CRDO Credo Technology Group Holding Ltd.
-5.76%
-$539.55 
HOOD Robinhood Markets, Inc.
-5.41%
-$591.22 
AGNT eXp World Holdings Inc.
-5.24%
-$2,233.42 
META Meta Platforms Inc Class A
-5.12%
-$11,205.74 
XPON Expion360 Inc.
-4.91%
-$0.09 
ASPI ASP Isotopes Inc.
-4.82%
-$138.7 
U Unity Software Inc.
-4.7%
-$264.12 
AFRM Affirm Holdings, Inc.
-4.6%
-$374.34 
ALK Alaska Air Group Inc.
-4.35%
-$41.4 
BBBY Bed Bath & Beyond Inc.
-4.34%
-$222.97 
AMAT Applied Materials, Inc.
-4.2%
-$1,177.25 
APP AppLovin Corporation Class A Common Stock
-4.18%
-$72.66 
TEM Tempus AI, Inc.
-4.18%
-$118.72 
HIMS Hims & Hers Health, Inc.
-4.1%
-$372.6 
RBLX Roblox Corporation
-4.04%
-$23.98 
IBM International Business Machines Corporation
-3.71%
-$1,170.72 
BKCH Global X Blockchain ETF
-3.49%
-$44.4 
TE T1 Energy Inc.
-3.45%
-$543.25 
CWH Camping World Holdings Inc.
-3.44%
-$3.6 
MDB MongoDB Inc.
-3.4%
-$22.32 
SYK Stryker Corporation
-3.25%
-$1,152.39 
COIN Coinbase Global, Inc.
-3.17%
-$295.22 
INTC Intel Corporation
-3.03%
-$1,029 
ZM Zoom Video Communications, Inc.
-3.01%
-$89.4 
NIO Nio Inc.
-3.01%
-$4.5 
KWEB KraneShares CSI China Internet ETF
-3%
-$142.72 
AZ A2Z Cust2Mate Solutions Corp.
-2.9%
-$321.75 
SE Sea Ltd.
-2.9%
-$92.4 
CIEN Ciena Corporation
-2.9%
-$270.24 
NOK Nokia Corporation Sponsored ADR
-2.89%
-$7.5 
IHI iShares U.S. Medical Devices ETF
-2.88%
-$848.82 
TSLA Tesla, Inc.
-2.86%
-$11,467.38 
BLOK Amplify Transformational Data Sharing ETF
-2.83%
-$839.93 
A Agilent Technologies Inc.
-2.8%
-$38.05 
PTON Peloton Interactive, Inc.
-2.78%
-$3.5 
ETHE Grayscale Ethereum Trust ETF
-2.78%
-$1,282.68 
UBER Uber Technologies, Inc.
-2.75%
-$65.23 
Z Zillow Group Inc.
-2.73%
-$13.95 
ETHA iShares Ethereum Trust
-2.69%
-$4,863.62 
ETH Ethan Allen Interiors Inc
-2.63%
-$5,498.53 
ARKW ARK Next Generation Internet ETF
-2.54%
-$38,938.74 
TXN Texas Instruments Inc
-2.47%
-$1,157.59 
MELI MercadoLibre, Inc.
-2.46%
-$228.6 
ARKK ARK Innovation ETF Fund
-2.46%
-$2,356.25 
PLTR Palantir Technologies Inc.
-2.45%
-$2,026.65 
OKLO Oklo Inc.
-2.45%
-$1,157.7 
CCJ Cameco Corporation
-2.42%
-$1,593.05 
DDOG Datadog, Inc. Class A Common Stock
-2.37%
-$55.93 
ARKF Ark Fintech Innovation ETF
-2.35%
-$1,495.74 
MSFT Microsoft Corp.
-2.26%
-$21,142.17 
XSD SPDR S&P Semiconductor ETF
-2.24%
-$1,023.3 
SAP SAP SE Sponsored ADR
-2.24%
-$383.99 
SPRX Spear Alpha ETF
-2.23%
-$9.95 
SHOP Shopify Inc.
-2.23%
-$117.18 
SMH VanEck Semiconductor ETF
-2.22%
-$51,300.3 
VOX Vanguard Communication Services ETF
-2.21%
-$317.25 
FCOM Fidelity MSCI Communication Services Index ETF
-2.19%
-$198.12 
XHE SPDR S&P Health Care Equipment ETF
-2.15%
-$103.41 
LRCX Lam Research Corporation
-2.14%
-$212.97 
URNJ Sprott Junior Uranium Miners ETF
-2.14%
-$11.16 
PTRN Pattern Group Inc.
-2.13%
-$13,178.22 
ALGM Allegro MicroSystems, Inc.
-2.12%
-$27 
SNOW Snowflake Inc.
-2.12%
-$5,812.78 
DXJ WisdomTree Japan Hedged Equity Fund
-2.11%
-$60,239.86 
RDDT Reddit Inc Class A
-2.08%
-$53.9 
SOXX iShares Semiconductor ETF
-2.07%
-$1,053.12 
BYRN Byrna Technologies Inc.
-2.06%
-$2.1 
TNA Direxion Daily Small Cap Bull 3X Shares
-2.05%
-$268.64 
BABA Alibaba Group Holding Limited SP ADR
-2.02%
-$386.31 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.97%
-$8,038.5 
WRBY Warby Parker Inc.
-1.94%
-$182.44 
DAL Delta Air Lines, Inc.
-1.94%
-$42 
JPXN iShares JPX-Nikkei 400 ETF
-1.93%
-$8,042.29 
ALLY Ally Financial Inc.
-1.9%
-$178.89 
COF Capital One Financial Corporation
-1.9%
-$1,620.06 
DKNG DraftKings Inc.
-1.87%
-$79.05 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$3,308.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$598.4 
EWJ iShares MSCI Japan ETF
-1.87%
-$4,745.4 
FLGT Fulgent Genetics Inc.
-1.86%
-$3.82 
GOOG Alphabet Inc
-1.86%
-$2,246.94 
EWJV iShares MSCI Japan Value ETF
-1.85%
-$3,926.72 
SOFI SoFi Technologies, Inc.
-1.85%
-$1,085.44 
STT State Street Corp
-1.84%
-$61.38 
GOOGL Alphabet Inc
-1.82%
-$11,976.86 
COMP Compass Inc.
-1.76%
-$21.71 
HUBS HubSpot, Inc.
-1.76%
-$35.64 
DIS The Walt Disney Company
-1.75%
-$375.18 
ARKG ARK Genomic Revolution ETF
-1.75%
-$62.3 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.73%
-$15.44 
BITO ProShares Bitcoin ETF
-1.72%
-$243.45 
AMD Advanced Micro Devices, Inc.
-1.71%
-$85.5 
IBIT iShares Bitcoin Trust
-1.7%
-$19,256.58 
V Visa Inc. Class A
-1.7%
-$124.1 
FDN First Trust Dow Jones Internet Index Fund
-1.69%
-$941.46 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.69%
-$3,068.58 
VRT Vertiv Holdings Co
-1.68%
-$84.15 
CPRI Capri Holdings Ltd.
-1.68%
-$17.39 
GBTC Grayscale Bitcoin Trust ETF
-1.68%
-$11,536.36 
BTC Grayscale Bitcoin Mini Trust ETF
-1.67%
-$1,067.33 
COPX Global X Copper Miners ETF
-1.66%
-$197.16 
ADI Analog Devices, Inc.
-1.66%
-$1,486.8 
WSO Watsco Inc.
-1.65%
-$50.84 
QCOM QUALCOMM Incorporated
-1.61%
-$191.8 
CHWY Chewy Inc.
-1.6%
-$3.79 
LRN Stride, Inc.
-1.6%
-$36.4 
ABNB Airbnb, Inc.
-1.59%
-$37.68 
ANET Arista Networks, Inc.
-1.58%
-$55.86 
EXPE Expedia Group, Inc.
-1.56%
-$97.52 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$55.8 
HIVE HIVE Digital Technologies Ltd.
-1.56%
-$121.5 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$4,125 
IGM iShares Expanded Tech Sector ETF
-1.55%
-$37,232.24 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.53%
-$171.76 
NU Nu Holdings Ltd.
-1.53%
-$27.24 
AXP American Express Company
-1.53%
-$27.65 
DBP Invesco DB Precious Metals Fund
-1.53%
-$1,265.13 
PFIX Simplify Interest Rate Hedge ETF
-1.48%
-$521.5 
WMB The Williams Companies, Inc.
-1.47%
-$501.6 
SPOT Spotify Technology S.A.
-1.47%
-$202.86 
BLK BlackRock, Inc.
-1.46%
-$111.23 
SPGI S&P Global Inc.
-1.46%
-$126.54 
REMX VanEck Rare Earth and Strategic Metals ETF
-1.45%
-$45.74 
ICE Intercontinental Exchange, Inc.
-1.45%
-$20.5 
VUG Vanguard Growth ETF
-1.44%
-$5,497.5 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$77.2 
NVDA NVIDIA Corporation
-1.41%
-$2,250.24 
FXL First Trust Technology AlphaDEX Fund
-1.4%
-$345 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$5,442.72 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$5,596.8 
VEEV Veeva Systems Inc.
-1.35%
-$34.71 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$922.95 
ARKX ARK Space & Defense Innovation ETF
-1.33%
-$8.2 
VONG Vanguard Russell 1000 Growth Fund
-1.32%
-$26.4 
INTU Intuit Inc.
-1.32%
-$178.94 
PCT PureCycle Technologies, Inc.
-1.31%
-$7,056.08 
MAR Marriott International Inc. - Class A
-1.31%
-$48.55 
URA Global X Uranium ETF
-1.3%
-$1,188.81 
AMR Alpha Metallurgical Resources, Inc.
-1.3%
-$47.25 
EEM iShares MSCI Emerging Markets ETF
-1.3%
-$3,711.57 
IGV iShares Expanded Tech-Software Sector ETF
-1.28%
-$1,284 
ITW Illinois Tool Works Inc.
-1.28%
-$937.58 
NKE Nike, Inc. - Class B
-1.27%
-$2,671.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$711.88 
QTUM Defiance Quantum ETF
-1.25%
-$14,798.07 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.25%
-$21.59 
SBUX Starbucks Corporation
-1.23%
-$255.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.22%
-$610.88 
AIQ Global X Artificial Intelligence & Technology ETF
-1.21%
-$239.04 
MNST Monster Beverage Corporation
-1.21%
-$66.55 
PAYX Paychex Inc.
-1.2%
-$53.82 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$4,136.14 
IUSG iShares Core S&P U.S. Growth ETF
-1.16%
-$17.28 
ADP Automatic Data Processing Inc.
-1.15%
-$799.2 
XHB SPDR S&P Homebuilders ETF
-1.14%
-$541.8 
SYF Synchrony Financial
-1.13%
-$68.88 
LOW Lowe's Companies Inc.
-1.12%
-$911.25 
AVGO Broadcom Inc.
-1.12%
-$936.32 
STNE StoneCo Ltd.
-1.12%
-$1.25 
MGM MGM Resorts International
-1.11%
-$5.2 
SRPT Sarepta Therapeutics Inc.
-1.1%
-$4.18 
VGT Vanguard Information Technology ETF
-1.08%
-$1,564.56 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$377.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.07%
-$643.82 
NOW ServiceNow, Inc.
-1.01%
-$73.85 
SLB Schlumberger Limited
-1.01%
-$25.18 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.99%
-$705.37 
DSI iShares MSCI KLD 400 Social ETF
-0.99%
-$292.95 
DEO Diageo plc Sponsored ADR
-0.98%
-$13.44 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.96%
-$45,858.01 
NULG Nuveen ESG Large-Cap Growth ETF
-0.96%
-$186.62 
GWX SPDR S&P International Small Cap ETF
-0.94%
-$285.36 
PKB Invesco Building & Construction ETF
-0.93%
-$134.64 
IJS iShares S&P Small-Cap 600 Value ETF
-0.92%
-$1,600.11 
PSCE Invesco S&P SmallCap Energy ETF
-0.92%
-$324.82 
IRT Independence Realty Trust Inc.
-0.91%
-$80.6 
XLG Invesco S&P 500 Top 50 ETF
-0.91%
-$21,370.16 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.91%
-$69.35 
APH Amphenol Corporation
-0.89%
-$327.6 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.89%
-$695.8 
TTWO Take-Two Interactive Software, Inc.
-0.89%
-$70.12 
AN AutoNation Inc.
-0.87%
-$36.4 
VICR Vicor Corporation
-0.87%
-$52 
IYT iShares U.S. Transportation ETF
-0.86%
-$222.43 
VBK Vanguard Small-Cap Growth ETF
-0.86%
-$2,931.4 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.86%
-$17,226.3 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$3,788.75 
RH RH
-0.85%
-$113.95 
OEF iShares S&P 100 ETF
-0.85%
-$609.16 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.84%
-$331.68 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.83%
-$6,664.77 
IWP iShares Russell Mid-Cap Growth ETF
-0.82%
-$514.14 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.81%
-$558.43 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$6,895.2 
VOT Vanguard Mid-Cap Growth ETF
-0.79%
-$2,843.1 
IXUS iShares Core International Stock ETF
-0.79%
-$78.44 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.78%
-$310.05 
VEU Vanguard FTSE All-World ex-US ETF
-0.78%
-$801.28 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.77%
-$12.24 
KNF Knife River Corporation
-0.77%
-$50.56 
IWN iShares Russell 2000 Value ETF
-0.76%
-$1,663.83 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.75%
-$5,933.08 
FESM Fidelity Enhanced Small Cap ETF
-0.74%
-$2.8 
IWV ISHARES RUSSELL 3000 ETF
-0.74%
-$367.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$42,667.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.73%
-$544.5 
IWB iShares Russell 1000 ETF
-0.73%
-$1,313.7 
VT Vanguard Total World Stock ETF
-0.73%
-$15,734.59 
VOO Vanguard S&P 500 ETF
-0.73%
-$1,116.18 
VXF Vanguard Extended Market ETF
-0.73%
-$254.77 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$1,441.6 
GSWO Goldman Sachs ActiveBeta World Equity ETF
-0.72%
-$3.68 
IVV iShares Core S&P 500 ETF
-0.72%
-$8,338.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$1,787.64 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.71%
-$23,821 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.7%
-$63.05 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.7%
-$1,273.17 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.69%
-$201 
IOO iShares Global 100 ETF
-0.69%
-$84.04 
VB Vanguard Small-Cap ETF
-0.69%
-$20.4 
ADBE Adobe Inc.
-0.68%
-$69.23 
PEP PepsiCo, Inc.
-0.67%
-$7.44 
VTWO Vanguard Russell 2000 ETF
-0.67%
-$35,705.83 
DOV Dover Corporation
-0.66%
-$33.23 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.65%
-$503.73 
HGRO Hedgeye Quality Growth ETF
-0.65%
-$5,636 
IWM iShares Russell 2000 ETF
-0.64%
-$5,682.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.63%
-$11.34 
FTWO Strive Natural Resources and Energy Fund
-0.63%
-$4.05 
CALY BlackRock Short-Term California Muni Bond ETF
-0.62%
-$2.4 
SPGP Invesco S&P 500 GARP ETF
-0.61%
-$117.8 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$2,508.48 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$894.7 
AMZN Amazon.com Inc
-0.6%
-$11,347.5 
EIS iShares MSCI Israel ETF
-0.6%
-$2,292.48 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.6%
-$774 
RS Reliance Inc.
-0.6%
-$68.44 
TECK Teck Resources Ltd.
-0.59%
-$41.25 
IWR iShares Russell Mid-Cap ETF
-0.59%
-$379.6 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.59%
-$99.22 
HD The Home Depot, Inc.
-0.59%
-$366.06 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.59%
-$261.62 
HL Hecla Mining Company
-0.58%
-$64.09 
EUFN iShares MSCI Europe Financials ETF
-0.58%
-$37.6 
COLB Columbia Banking System, Inc.
-0.58%
-$14.04 
ARM Arm Holdings plc American Depositary Receipt
-0.57%
-$5.98 
NLR VanEck Uranium and Nuclear ETF
-0.57%
-$5,273.48 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.56%
-$272.02 
RING iShares MSCI Global Gold Miners ETF
-0.56%
-$55.89 
NUKZ Range Nuclear Renaissance ETF
-0.55%
-$13.8 
IWC iShares Micro-Cap ETF
-0.55%
-$597.45 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.54%
-$4.37 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.54%
-$161.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.54%
-$2,734.48 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.53%
-$4,864.17 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.53%
-$3,011.57 
EFA iShares MSCI EAFE ETF
-0.52%
-$15,359.76 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.52%
-$216 
SPMO Invesco S&P 500 Momentum ETF
-0.51%
-$103.56 
OIH VanEck Oil Services ETF
-0.49%
-$145.47 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.48%
-$977.04 
IWO iShares Russell 2000 Growth ETF
-0.48%
-$5,073.85 
RSP Invesco S&P 500 Equal Weight ETF
-0.47%
-$9,641.46 
IWS iShares Russell Mid-Cap Value ETF
-0.47%
-$240.24 
XLF Financial Select Sector SPDR Fund
-0.44%
-$1,443.5 
XYL Xylem Inc.
-0.44%
-$38.5 
FEZ SPDR Euro Stoxx 50 ETF
-0.43%
-$145.44 
BRO Brown & Brown Inc.
-0.43%
-$10.5 
AVY Avery Dennison Corporation
-0.43%
-$10.5 
TWLO Twilio Inc.
-0.42%
-$102.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$641.48 
AVB AvalonBay Communities, Inc.
-0.41%
-$9.6 
SPXC Spx Technologies Inc.
-0.4%
-$52.2 
ITRI Itron Inc.
-0.37%
-$234.9 
CWB SPDR Bloomberg Convertible Securities ETF
-0.35%
-$1,362.6 
EZU iShares MSCI Eurozone ETF
-0.35%
-$39.36 
AMP Ameriprise Financial, Inc.
-0.35%
-$74.8 
ITT Itt Inc.
-0.35%
-$23.98 
IMCB iShares Morningstar Mid-Cap ETF
-0.34%
-$3.35 
HELS Hedgeye 130/30 Equity ETF
-0.34%
-$4.25 
NEM Newmont Corporation
-0.34%
-$24.49 
MCD McDonald's Corporation
-0.33%
-$95.4 
SMIN iShares MSCI India Small-Cap ETF
-0.32%
-$2.22 
PSCI Invesco S&P SmallCap Industrials ETF
-0.3%
-$113.4 
FDX FedEx Corporation
-0.29%
-$26.97 
PAVE Global X U.S. Infrastructure Development ETF
-0.29%
-$4,231.92 
VO Vanguard Mid-Cap ETF
-0.28%
-$1,399.04 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.26%
-$40.08 
GDXJ VanEck Junior Gold Miners ETF
-0.25%
-$31.02 
AS Amer Sports, Inc.
-0.25%
-$4.5 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$6,954.69 
EWG iShares MSCI Germany ETF
-0.23%
-$173.56 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.23%
-$13.3 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$61.92 
KEYS Keysight Technologies, Inc.
-0.22%
-$3.45 
CPER United States Copper Index Fund
-0.21%
-$2.8 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$955.26 
IFRA iShares U.S. Infrastructure
-0.19%
-$1,944 
VYMI Vanguard International High Dividend Yield Index Fund
-0.19%
-$5,863.85 
IWD iShares Russell 1000 Value ETF
-0.19%
-$294.22 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$407.57 
IQLT iShares MSCI International Quality Factor ETF
-0.16%
-$181.12 
COST Costco Wholesale Corporation
-0.16%
-$907.5 
GPOR Gulfport Energy Corporation
-0.15%
-$2.82 
GDX VanEck Gold Miners ETF
-0.15%
-$652.26 
EXE Expand Energy Corporation
-0.14%
-$2.37 
VGK Vanguard FTSE Europe ETF
-0.14%
-$563.62 
AMGN Amgen Inc.
-0.12%
-$140.43 
IUSV iShares Core S&P U.S. Value ETF
-0.12%
-$0.94 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$3,724.28 
WM Waste Management, Inc.
-0.11%
-$1.89 
UPS United Parcel Service, Inc.
-0.1%
-$1,181.52 
PWR Quanta Services Inc.
-0.1%
-$250.74 
IVE ISHARES S&P 500 VALUE ETF
-0.08%
-$257.01 
XLB Materials Select Sector SPDR Fund
-0.08%
-$4.92 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$468.32 
USMV iShares MSCI USA Min Vol Factor ETF
-0.06%
-$8.96 
ECG Everus Construction Group, Inc.
-0.05%
-$4.55 
SHYL Xtrackers Short Duration High Yield Bond ETF
-0.04%
-$27.98 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$163.25 
LIN Linde plc
-0.03%
-$2.6 
MRSH Marsh & McLennan Companies, Inc.
-0.02%
-$2.48 
ROKU Roku, Inc.
-0.02%
-$1.26 
CLOX Eldridge AAA CLO ETF
-0.02%
-$1,299.07 
VIS Vanguard Industrials ETF
0%
-$0.22 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1606 | Longs Won 1078/1606 67% | Profit Factor 8.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $91,239.69 |
| Average Win $25,618.63 | Best Trade (Jul 13) $2.11M | Sharpe Ratio -110.57 |
| Average Loss -$6,086.19 | Worst Trade (Jul 14) -$402,975.45 | Z-Score 12.31 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $15,195.13 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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