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:
23.66%
Gain -0.95%
Monthly
0.99%
Yearly
12.58%
Drawdown
14.01%
$165.18M
Equity
Holdings
$165.18M
Investment
$143.29M
$24.96M
Profit -$1.23M
Realized
$3.06M
Unrealized
$21.9M
Dividends
$4.82M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$1.23M
Win %
65%
This Week
Compared To Last Week
Gain
-1.64%
Profit
-$2.76M
Win %
65%
This Month
Compared to last month
Gain
-0.5%
Profit
-$834,941.65
Win %
65%
This Year
Compared to last year
Gain
-0.67%
Profit
-$1.11M
Win %
67%
BBBY Bed Bath & Beyond Inc.
+5.56%
+$75.42 
EOG EOG Resources, Inc.
+3.73%
+$118.75 
HONA Honeywell Aerospace Inc.
+3.54%
+$566.44 
BP BP p.l.c. Sponsored ADR
+3.34%
+$32.4 
COP ConocoPhillips
+3.27%
+$366.56 
EXE Expand Energy Corporation
+3.27%
+$56.34 
TRGP Targa Resources Corp.
+3.25%
+$1,881.9 
RTX RTX Corporation
+2.98%
+$122.65 
TTE TotalEnergies SE
+2.88%
+$66.3 
LMT Lockheed Martin Corporation
+2.73%
+$305.97 
FDXF FedEx Freight Holding Company Inc.
+2.72%
+$42.14 
OKE ONEOK, Inc.
+2.62%
+$133.28 
SHEL Shell plc
+2.61%
+$5.41 
E Eni S.p.A. Sponsored ADR
+2.61%
+$51 
SLB Schlumberger Limited
+2.58%
+$66.25 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.48%
+$2,792.68 
PXE Invesco Energy Exploration & Production ETF
+2.44%
+$1,198.86 
CVX Chevron Corporation
+2.27%
+$2,949.08 
XLE Energy Select Sector SPDR Fund
+2.23%
+$40,181.13 
VDE Vanguard Energy ETF
+2.19%
+$353.65 
MDU MDU Resources Group, Inc.
+2.15%
+$104 
MLPX Global X MLP & Energy Infrastructure ETF
+2.08%
+$2,761.68 
PM Philip Morris International Inc.
+2.07%
+$4,128.43 
OIH VanEck Oil Services ETF
+2.02%
+$1,738.11 
EPD Enterprise Products Partners L.P.
+1.97%
+$776.3 
XOM Exxon Mobil Corporation
+1.96%
+$109.44 
PEP PepsiCo, Inc.
+1.92%
+$19.76 
DUK Duke Energy Corporation
+1.77%
+$2,140.78 
SO The Southern Company
+1.68%
+$3,292.5 
GD General Dynamics Corporation
+1.65%
+$349.65 
TJX The TJX Companies, Inc.
+1.63%
+$94.4 
AN AutoNation Inc.
+1.58%
+$50.6 
AMT American Tower Corporation
+1.5%
+$68.25 
PSX Phillips 66
+1.42%
+$1,491.93 
NEM Newmont Corporation
+1.41%
+$129.16 
LHX L3Harris Technologies, Inc.
+1.41%
+$456.3 
GPOR Gulfport Energy Corporation
+1.4%
+$27.48 
GE General Electric Company
+1.32%
+$743.4 
COST Costco Wholesale Corporation
+1.3%
+$7,152.97 
SBAC SBA Communications Corporation
+1.28%
+$7.08 
MO Altria Group, Inc.
+1.25%
+$977.96 
FRO Frontline plc
+1.24%
+$0.65 
KO The Coca-Cola Company
+1.23%
+$36.16 
WMB The Williams Companies, Inc.
+1.23%
+$387.6 
MRK Merck & Co., Inc.
+1.21%
+$212.96 
WTRG Essential Utilities Inc.
+1.2%
+$66.93 
CRH CRH plc
+1.2%
+$11.88 
AMZA InfraCap MLP ETF
+1.16%
+$59.4 
RS Reliance Inc.
+1.15%
+$135 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$3,192.95 
PSCE Invesco S&P SmallCap Energy ETF
+1.13%
+$426.36 
VZ Verizon Communications Inc.
+1.1%
+$55.86 
FIGR Figure Technology Solutions Inc Cl A
+1.05%
+$6.38 
SHLD Global X Defense Tech ETF
+1.03%
+$2,092.5 
VTRS Viatris Inc.
+1.01%
+$4.07 
NEE NextEra Energy, Inc.
+1.01%
+$467.2 
ITA iShares U.S. Aerospace & Defense ETF
+0.98%
+$523 
ETR Entergy Corporation
+0.96%
+$29.85 
JPM JPMorgan Chase & Co.
+0.95%
+$1,826.85 
COF Capital One Financial Corporation
+0.94%
+$757.64 
MAR Marriott International Inc. - Class A
+0.94%
+$36.1 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.93%
+$151.05 
HD The Home Depot, Inc.
+0.93%
+$498.75 
NANR SPDR S&P North American Natural Resources ETF
+0.91%
+$1,240 
AMLP Alerian MLP ETF
+0.91%
+$169.2 
LIN Linde plc
+0.88%
+$87.2 
EWW iShares MSCI Mexico ETF
+0.88%
+$3,904.55 
UTES Virtus Reaves Utilities ETF
+0.88%
+$45.54 
DOV Dover Corporation
+0.85%
+$37.95 
BYRN Byrna Technologies Inc.
+0.84%
+$1.2 
DEO Diageo plc Sponsored ADR
+0.82%
+$12.4 
WMT Walmart Inc.
+0.81%
+$226.56 
GCOW Pacer Global Cash Cows Dividend ETF
+0.81%
+$430.87 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.76%
+$1,220.18 
FTWO Strive Natural Resources and Energy Fund
+0.75%
+$5.1 
MNST Monster Beverage Corporation
+0.74%
+$36.85 
AFL Aflac Inc.
+0.74%
+$660.33 
XLP Consumer Staples Select Sector SPDR Fund
+0.72%
+$10 
PG Procter & Gamble Co
+0.72%
+$482.51 
MRSH Marsh & McLennan Companies, Inc.
+0.71%
+$81.84 
JNJ Johnson & Johnson
+0.71%
+$526.26 
LOW Lowe's Companies Inc.
+0.7%
+$517.5 
SYK Stryker Corporation
+0.7%
+$220.42 
EIX Edison International
+0.7%
+$55.77 
TT Trane Technologies plc
+0.69%
+$6.36 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.69%
+$6.12 
IAK iShares U.S. Insurance ETF
+0.69%
+$327.02 
CF CF Industries Holdings, Inc.
+0.68%
+$31.59 
XYL Xylem Inc.
+0.66%
+$47.6 
GII SPDR S&P Global Infrastructure ETF
+0.65%
+$242.89 
PAGP Plains GP Holdings, L.P.
+0.64%
+$23.62 
CB Chubb Limited
+0.64%
+$113.5 
ABBV AbbVie Inc.
+0.63%
+$801.92 
RWX SPDR Dow Jones International Real Estate ETF
+0.63%
+$3.68 
ITRG Integra Resources Corp.
+0.62%
+$21 
ICOW Pacer Developed Markets International ETF
+0.62%
+$147.6 
BRO Brown & Brown Inc.
+0.62%
+$14.7 
AEG Aegon N.V.
+0.6%
+$78.75 
FVD First Trust Value Line Dividend Index Fund
+0.6%
+$102.36 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$1,555.61 
BLK BlackRock, Inc.
+0.59%
+$46.3 
KNF Knife River Corporation
+0.57%
+$22.52 
LLY Eli Lilly and Company
+0.56%
+$245.35 
TXN Texas Instruments Inc
+0.54%
+$249.97 
GEV GE Vernova Inc.
+0.53%
+$197.6 
SPGI S&P Global Inc.
+0.52%
+$41.99 
XLB Materials Select Sector SPDR Fund
+0.51%
+$31.98 
ITW Illinois Tool Works Inc.
+0.51%
+$358.71 
IFRA iShares U.S. Infrastructure
+0.49%
+$4,530.68 
CI The Cigna Group
+0.48%
+$35.75 
AAPL Apple Inc.
+0.44%
+$8,652.3 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.44%
+$230.62 
NVS Novartis AG Sponsored ADR
+0.43%
+$104 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.39%
+$18.75 
V Visa Inc. Class A
+0.38%
+$39.52 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.37%
+$8,611.32 
ILF iShares Latin America 40 ETF
+0.36%
+$6,785.1 
ING ING Groep N.V. Sponsored ADR
+0.36%
+$6.12 
MPC Marathon Petroleum Corporation
+0.36%
+$1,119.71 
EWZ iShares MSCI Brazil ETF
+0.36%
+$311.55 
PH Parker-Hannifin Corporation
+0.35%
+$26.97 
SYF Synchrony Financial
+0.34%
+$20.5 
ISRG Intuitive Surgical, Inc.
+0.33%
+$4.26 
ICE Intercontinental Exchange, Inc.
+0.32%
+$16.5 
ADM Archer-Daniels-Midland Co
+0.31%
+$0.26 
CPRI Capri Holdings Ltd.
+0.28%
+$2.75 
RIO Rio Tinto Plc Sponsored ADR
+0.28%
+$4.84 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.28%
+$257.6 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.25%
+$70.56 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.24%
+$35.07 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$1,125.03 
PPH VanEck Pharmaceutical ETF
+0.23%
+$830.96 
AIZ Assurant Inc.
+0.22%
+$38.44 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$154.88 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.2%
+$1,171.3 
MCK McKesson Corporation
+0.19%
+$22.92 
PFE Pfizer Inc.
+0.19%
+$9.07 
VYM Vanguard High Dividend Yield ETF
+0.16%
+$452.92 
TIP iShares TIPS Bond ETF
+0.15%
+$324.8 
RING iShares MSCI Global Gold Miners ETF
+0.15%
+$18.65 
TD The Toronto-Dominion Bank
+0.15%
+$3.42 
VYMI Vanguard International High Dividend Yield Index Fund
+0.14%
+$5,073.98 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$9.42 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$12.85 
VOE Vanguard Mid-Cap Value ETF
+0.13%
+$946 
ADP Automatic Data Processing Inc.
+0.13%
+$102.63 
GWX SPDR S&P International Small Cap ETF
+0.12%
+$38.28 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$5,214.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.11%
+$43.5 
VTV Vanguard Value ETF
+0.1%
+$1,208.61 
WM Waste Management, Inc.
+0.1%
+$3.45 
XLF Financial Select Sector SPDR Fund
+0.1%
+$243.81 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.1%
+$22.55 
IQLT iShares MSCI International Quality Factor ETF
+0.08%
+$90.56 
AMGN Amgen Inc.
+0.07%
+$84.56 
CLOZ Panagram BBB-B CLO ETF
+0.06%
+$2,808.09 
DFIS Dimensional International Small Cap ETF
+0.06%
+$3.28 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$216.91 
VGK Vanguard FTSE Europe ETF
+0.05%
+$175.14 
DXJ WisdomTree Japan Hedged Equity Fund
+0.04%
+$1,321.72 
INDS Pacer Industrial Real Estate ETF
+0.04%
+$4.24 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$96.66 
CLOX Eldridge AAA CLO ETF
+0.04%
+$2,953.83 
CLOI VanEck CLO ETF
+0.04%
+$34.2 
MCD McDonald's Corporation
+0.04%
+$14.94 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.04%
+$17.55 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$2.82 
XBIL U.S. Treasury 6-Month Bill ETF
+0.03%
+$697.85 
NKE Nike, Inc. - Class B
+0.03%
+$47.08 
B BARRICK MINING CORP Common Stock (ABR0)
+0.03%
+$0.06 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$2,588.11 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$28.01 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$30.46 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
+0.02%
+$66.94 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$5.92 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$722.24 
SBUX Starbucks Corporation
+0.01%
+$1.92 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$0.95 
AVB AvalonBay Communities, Inc.
0%
$0 
AZ A2Z Cust2Mate Solutions Corp.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
PLBY Plby Group Inc.
0%
$0 
PZG Paramount Gold Nevada Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IIGD Invesco Investment Grade Defensive ETF
0%
$0 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 CGC
CGC
0%
$0 VALW
VALWS
0%
$0 BBBY
BBBYWS
0%
$0 
TWLO Twilio Inc.
-12.4%
-$4,034.1 
EOSE Eos Energy Enterprises Inc.
-12.04%
-$1,301.56 
IDX VanEck Indonesia Index ETF
-10.58%
-$3,338.67 
NBIS Nebius Group N.V.
-10.28%
-$1,839.2 
VICR Vicor Corporation
-9.89%
-$565.37 
MDB MongoDB Inc.
-9.8%
-$71.82 
SNOW Snowflake Inc.
-9.47%
-$32,977.86 
TE T1 Energy Inc.
-8.87%
-$642.72 
GLASF Glass House Brands Inc.
-8.64%
-$1,179.12 
LEU Centrus Energy Corp.
-8.57%
-$2,449.12 
HIVE HIVE Digital Technologies Ltd.
-8.47%
-$1,062.2 
DDOG Datadog, Inc. Class A Common Stock
-8.32%
-$199.32 
PANW Palo Alto Networks, Inc.
-7.98%
-$32,091.29 
NET Cloudflare Inc.
-7.75%
-$122.5 
CRWD CrowdStrike Holdings, Inc.
-7.7%
-$7,304.1 
TEM Tempus AI, Inc.
-7.44%
-$280.37 
PLTR Palantir Technologies Inc.
-7.4%
-$9,824.08 
ENVX Enovix Corporation
-6.9%
-$459.54 
BKCH Global X Blockchain ETF
-6.77%
-$81.86 
FIG Figma Inc. Class A Common Stock
-6.66%
-$38.25 
RKLB Rocket Lab Corporation
-6.59%
-$4,833.92 
ASTS AST SpaceMobile, Inc.
-6.4%
-$150.78 
FLGT Fulgent Genetics Inc.
-6.16%
-$13.15 
LUMN Lumen Technologies Inc.
-6.16%
-$0.6 
OKLO Oklo Inc.
-6.13%
-$2,576 
COHR Coherent Corp.
-6.01%
-$15.05 
STX Seagate Technology Holdings plc
-5.71%
-$78.9 
PLUG Plug Power Inc.
-5.39%
-$5.92 
CIEN Ciena Corporation
-5.25%
-$448.92 
IGV iShares Expanded Tech-Software Sector ETF
-5.1%
-$5,947.76 
NOW ServiceNow, Inc.
-5.08%
-$528.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.07%
-$525 
HACK Amplify Cybersecurity ETF
-4.97%
-$31,782.52 
HUBS HubSpot, Inc.
-4.93%
-$105.93 
SHOP Shopify Inc.
-4.9%
-$366.66 
ARKG ARK Genomic Revolution ETF
-4.89%
-$214.49 
ARM Arm Holdings plc American Depositary Receipt
-4.8%
-$46.96 
BE Bloom Energy Corporation
-4.73%
-$89.44 
TNA Direxion Daily Small Cap Bull 3X Shares
-4.7%
-$480.24 
INTC Intel Corporation
-4.59%
-$1,533 
ZM Zoom Video Communications, Inc.
-4.59%
-$144.64 
SPRX Spear Alpha ETF
-4.58%
-$19.2 
AMD Advanced Micro Devices, Inc.
-4.56%
-$410.48 
APP AppLovin Corporation Class A Common Stock
-4.44%
-$49.64 
ARKK ARK Innovation ETF Fund
-4.35%
-$3,353.27 
JTEK JPMorgan U.S. Tech Leaders ETF
-4.32%
-$497.2 
LMND Lemonade Inc.
-4.31%
-$49.37 
HOOD Robinhood Markets, Inc.
-4.21%
-$450.62 
SCO ProShares UltraShort Bloomberg Crude Oil
-4.15%
-$308.16 
COIN Coinbase Global, Inc.
-4.13%
-$440.22 
ARKW ARK Next Generation Internet ETF
-4.13%
-$67,638.83 
ORCL Oracle Corporation
-4.11%
-$5,746.32 
ANET Arista Networks, Inc.
-4.03%
-$156.87 
MSOS AdvisorShares Pure US Cannabis ETF
-4%
-$434.77 
FXL First Trust Technology AlphaDEX Fund
-3.98%
-$1,098.12 
MU Micron Technology, Inc.
-3.95%
-$515.34 
MRVL Marvell Technology, Inc.
-3.89%
-$28.14 
SRPT Sarepta Therapeutics Inc.
-3.82%
-$14.96 
HIMS Hims & Hers Health, Inc.
-3.81%
-$302.4 
SONO Sonos Inc.
-3.79%
-$60.3 
SNPS Synopsys, Inc.
-3.65%
-$222.17 
XBI SPDR S&P Biotech ETF
-3.62%
-$38.01 
CRDO Credo Technology Group Holding Ltd.
-3.57%
-$286.65 
LRCX Lam Research Corporation
-3.56%
-$306.59 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.56%
-$6,677.44 
PTRN Pattern Group Inc.
-3.5%
-$13,178.22 
RBLX Roblox Corporation
-3.48%
-$19.58 
FDN First Trust Dow Jones Internet Index Fund
-3.48%
-$2,084.88 
ARKF Ark Fintech Innovation ETF
-3.47%
-$2,194.32 
META Meta Platforms Inc Class A
-3.46%
-$8,389.49 
AVGO Broadcom Inc.
-3.46%
-$2,737 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.38%
-$26,969.84 
SE Sea Ltd.
-3.24%
-$94.8 
RIVN Rivian Automotive, Inc.
-3.23%
-$16.8 
SOFI SoFi Technologies, Inc.
-3.18%
-$1,745.76 
AMAT Applied Materials, Inc.
-3.08%
-$661.5 
AIQ Global X Artificial Intelligence & Technology ETF
-2.99%
-$635.78 
QTUM Defiance Quantum ETF
-2.97%
-$39,325.95 
IGM iShares Expanded Tech Sector ETF
-2.92%
-$79,196.65 
AFRM Affirm Holdings, Inc.
-2.91%
-$225.42 
KLAC KLA Corporation
-2.91%
-$50.7 
NFLX Netflix, Inc.
-2.89%
-$1,325.1 
FWD AB Disruptors ETF
-2.87%
-$508.2 
Z Zillow Group Inc.
-2.85%
-$33.12 
XSD SPDR S&P Semiconductor ETF
-2.81%
-$1,219.5 
SOXX iShares Semiconductor ETF
-2.78%
-$1,373.76 
EWY iShares MSCI South Korea ETF
-2.77%
-$30,011.04 
ADBE Adobe Inc.
-2.75%
-$297.56 
IBB iShares Biotechnology ETF
-2.68%
-$1,134.24 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.68%
-$10,372.6 
RDDT Reddit Inc Class A
-2.66%
-$59.36 
RH RH
-2.62%
-$111.06 
XYZ Block, Inc.
-2.61%
-$31.27 
CHWY Chewy Inc.
-2.6%
-$6.11 
TSLA Tesla, Inc.
-2.58%
-$9,735.43 
BLOK Amplify Transformational Data Sharing ETF
-2.58%
-$730.59 
AGNT eXp World Holdings Inc.
-2.56%
-$1,018.6 
XLK State Street Technology Select Sector SPDR ETF
-2.55%
-$9,423.33 
VGT Vanguard Information Technology ETF
-2.48%
-$3,866.88 
IWP iShares Russell Mid-Cap Growth ETF
-2.48%
-$1,537.91 
NOK Nokia Corporation Sponsored ADR
-2.46%
-$10.57 
VBK Vanguard Small-Cap Growth ETF
-2.45%
-$8,093.4 
MSFT Microsoft Corp.
-2.44%
-$30,604.55 
DAL Delta Air Lines, Inc.
-2.43%
-$34.2 
XTL SPDR S&P Telecom ETF
-2.41%
-$180.96 
INTU Intuit Inc.
-2.4%
-$365.21 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-2.33%
-$153.3 
IWO iShares Russell 2000 Growth ETF
-2.33%
-$22,023.9 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.31%
-$55.47 
SMH VanEck Semiconductor ETF
-2.29%
-$50,815.07 
VRT Vertiv Holdings Co
-2.25%
-$82.28 
TTWO Take-Two Interactive Software, Inc.
-2.23%
-$153.78 
SCHW Charles Schwab Corporation
-2.17%
-$28.63 
CCJ Cameco Corporation
-2.15%
-$1,347.67 
MELI MercadoLibre, Inc.
-2.13%
-$197.75 
CDNS Cadence Design Systems, Inc.
-2.12%
-$34.4 
QQQ Invesco QQQ Trust, Series 1
-2.12%
-$8,419.32 
CSCO Cisco Systems, Inc.
-2.09%
-$2,012.5 
SPCX Space Exploration Technologies Corp. Class A
-2.09%
-$827.26 
ETHE Grayscale Ethereum Trust ETF
-2.09%
-$1,246.81 
ETHA iShares Ethereum Trust
-2.08%
-$6,272.72 
GOOGL Alphabet Inc
-2.07%
-$14,481.69 
IWC iShares Micro-Cap ETF
-2.06%
-$2,082.54 
SPOT Spotify Technology S.A.
-2.05%
-$316.97 
MGK Vanguard Mega Cap Growth ETF
-2.02%
-$5,561.4 
VOX Vanguard Communication Services ETF
-2.02%
-$292.5 
ARKX ARK Space & Defense Innovation ETF
-2.01%
-$12.3 
ETH Ethan Allen Interiors Inc
-2.01%
-$6,346.88 
ATI ATI Inc.
-1.99%
-$7.52 
NLR VanEck Uranium and Nuclear ETF
-1.99%
-$19,927.49 
ECG Everus Construction Group, Inc.
-1.98%
-$143.97 
FCOM Fidelity MSCI Communication Services Index ETF
-1.98%
-$180.62 
VOT Vanguard Mid-Cap Growth ETF
-1.97%
-$6,960.19 
ETN Eaton Corporation plc
-1.95%
-$55.02 
NULG Nuveen ESG Large-Cap Growth ETF
-1.95%
-$376.68 
GOOG Alphabet Inc
-1.93%
-$2,450.16 
URA Global X Uranium ETF
-1.92%
-$1,718.73 
ISCG iShares Morningstar Small-Cap Growth ETF
-1.92%
-$29.25 
VXF Vanguard Extended Market ETF
-1.91%
-$643.86 
VONG Vanguard Russell 1000 Growth Fund
-1.9%
-$51.03 
VEEV Veeva Systems Inc.
-1.89%
-$76.83 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.89%
-$33.74 
CWB SPDR Bloomberg Convertible Securities ETF
-1.87%
-$7,920.64 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.87%
-$20,014.05 
AMZN Amazon.com Inc
-1.86%
-$35,116.68 
DKNG DraftKings Inc.
-1.86%
-$61.2 
NIO Nio Inc.
-1.86%
-$1.95 
UBER Uber Technologies, Inc.
-1.85%
-$42.24 
VUG Vanguard Growth ETF
-1.84%
-$7,078.44 
HELS Hedgeye 130/30 Equity ETF
-1.84%
-$22 
IWF iShares Russell 1000 Growth ETF
-1.82%
-$7,259.12 
BITO ProShares Bitcoin ETF
-1.82%
-$324.6 
IBIT iShares Bitcoin Trust
-1.8%
-$27,726.72 
ITRI Itron Inc.
-1.8%
-$1,132.1 
XHE SPDR S&P Health Care Equipment ETF
-1.8%
-$88.56 
STT State Street Corp
-1.78%
-$53.64 
DE Deere & Company
-1.77%
-$3,822.97 
LYV Live Nation Entertainment, Inc.
-1.77%
-$18.3 
HL Hecla Mining Company
-1.77%
-$207.35 
GBTC Grayscale Bitcoin Trust ETF
-1.76%
-$16,274.72 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.75%
-$20 
SPMO Invesco S&P 500 Momentum ETF
-1.72%
-$345.41 
METV Roundhill Ball Metaverse ETF
-1.71%
-$1.85 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.68%
-$993.26 
IUSG iShares Core S&P U.S. Growth ETF
-1.67%
-$25.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$870.32 
DGX Quest Diagnostics Inc.
-1.66%
-$7.94 
A Agilent Technologies Inc.
-1.66%
-$29.1 
FESM Fidelity Enhanced Small Cap ETF
-1.65%
-$5.92 
PINK Simplify Health Care ETF
-1.62%
-$56,825.37 
EEM iShares MSCI Emerging Markets ETF
-1.59%
-$4,354.35 
IWM iShares Russell 2000 ETF
-1.58%
-$12,744.24 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.57%
-$77,109.38 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.55%
-$436.84 
VTWO Vanguard Russell 2000 ETF
-1.54%
-$81,875.82 
EXPE Expedia Group, Inc.
-1.54%
-$103.27 
KEYS Keysight Technologies, Inc.
-1.51%
-$25.8 
AVEM Avantis Emerging Markets Equity ETF
-1.5%
-$35.36 
NU Nu Holdings Ltd.
-1.49%
-$28.38 
APH Amphenol Corporation
-1.49%
-$1,219.68 
UFO Procure Space ETF
-1.48%
-$42.66 
ITT Itt Inc.
-1.44%
-$101.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.44%
-$988.87 
TECK Teck Resources Ltd.
-1.42%
-$116.87 
PWR Quanta Services Inc.
-1.41%
-$3,973.2 
UNH UnitedHealth Group Incorporated
-1.39%
-$1,356 
QCOM QUALCOMM Incorporated
-1.36%
-$188.76 
URNJ Sprott Junior Uranium Miners ETF
-1.35%
-$5.76 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.32%
-$43,053.53 
VB Vanguard Small-Cap ETF
-1.31%
-$37.7 
ABNB Airbnb, Inc.
-1.3%
-$36.4 
LRN Stride, Inc.
-1.3%
-$28.08 
IYT iShares U.S. Transportation ETF
-1.3%
-$275.1 
DSI iShares MSCI KLD 400 Social ETF
-1.27%
-$392.7 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$114.66 
PFIX Simplify Interest Rate Hedge ETF
-1.26%
-$558.68 
SPEM SPDR Portfolio Emerging Markets ETF
-1.25%
-$2,216.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$397.12 
IBM International Business Machines Corporation
-1.22%
-$412.56 
HGRO Hedgeye Quality Growth ETF
-1.21%
-$12,160.7 
TTAN ServiceTitan, Inc.
-1.17%
-$20.47 
XLG Invesco S&P 500 Top 50 ETF
-1.17%
-$26,976.45 
ODFL Old Dominion Freight Line, Inc.
-1.15%
-$10.89 
CALY BlackRock Short-Term California Muni Bond ETF
-1.11%
-$3.1 
BABA Alibaba Group Holding Limited SP ADR
-1.11%
-$200.49 
WRBY Warby Parker Inc.
-1.1%
-$92.34 
OEF iShares S&P 100 ETF
-1.09%
-$816.74 
IWR iShares Russell Mid-Cap ETF
-1.09%
-$694.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.06%
-$2,724.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.05%
-$792 
IRM Iron Mountain Inc.
-1.04%
-$49.14 
ASPI ASP Isotopes Inc.
-1.03%
-$37.8 
IWV ISHARES RUSSELL 3000 ETF
-1.03%
-$526.5 
EMR Emerson Electric Co.
-1.02%
-$648.45 
AZN AstraZeneca PLC American Depositary Shares
-1.01%
-$15.21 
SAP SAP SE Sponsored ADR
-1%
-$239.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1%
-$57,890.56 
IWB iShares Russell 1000 ETF
-1%
-$1,829.17 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$1,952.02 
VOO Vanguard S&P 500 ETF
-0.99%
-$3,769.73 
IVV iShares Core S&P 500 ETF
-0.99%
-$11,620.17 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.97%
-$1,814.53 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.97%
-$355.87 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.95%
-$16.47 
ECL Ecolab Inc.
-0.94%
-$139.74 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.93%
-$538.65 
INCY Incyte Corporation
-0.92%
-$3.12 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$3,869.46 
SMIN iShares MSCI India Small-Cap ETF
-0.91%
-$6.35 
VT Vanguard Total World Stock ETF
-0.91%
-$22,714.62 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$1,283.7 
PKB Invesco Building & Construction ETF
-0.88%
-$107.72 
HECA Hedgeye Capital Allocation ETF
-0.87%
-$10.34 
FDX FedEx Corporation
-0.86%
-$74.1 
EIS iShares MSCI Israel ETF
-0.82%
-$3,738.7 
COPX Global X Copper Miners ETF
-0.81%
-$104.14 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.81%
-$634 
QUAL iShares MSCI USA Quality Factor ETF
-0.79%
-$288 
IWN iShares Russell 2000 Value ETF
-0.79%
-$956.91 
NUKZ Range Nuclear Renaissance ETF
-0.78%
-$18.2 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.77%
-$5,734.27 
XHB SPDR S&P Homebuilders ETF
-0.77%
-$177.6 
MMM 3M Company
-0.77%
-$15.24 
CWH Camping World Holdings Inc.
-0.77%
-$0.56 
NVDA NVIDIA Corporation
-0.76%
-$5,396.66 
XPON Expion360 Inc.
-0.76%
-$0.01 
URI United Rentals, Inc.
-0.76%
-$7.98 
WSO Watsco Inc.
-0.76%
-$18.04 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.74%
-$316.94 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.73%
-$14,576.87 
IMCB iShares Morningstar Mid-Cap ETF
-0.72%
-$7.05 
SYY Sysco Corporation
-0.71%
-$13.46 
SPGP Invesco S&P 500 GARP ETF
-0.71%
-$135.62 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.7%
-$65 
YUM Yum! Brands, Inc.
-0.69%
-$335.44 
VO Vanguard Mid-Cap ETF
-0.69%
-$3,696 
IOO iShares Global 100 ETF
-0.68%
-$86.24 
UPS United Parcel Service, Inc.
-0.64%
-$6,202.98 
DVA DaVita Inc.
-0.64%
-$244.42 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.63%
-$465.05 
FCX Freeport-McMoRan Inc.
-0.61%
-$51.6 
KWEB KraneShares CSI China Internet ETF
-0.61%
-$25.95 
PSCI Invesco S&P SmallCap Industrials ETF
-0.61%
-$317.85 
EWJ iShares MSCI Japan ETF
-0.6%
-$1,614.81 
IJS iShares S&P Small-Cap 600 Value ETF
-0.58%
-$947.52 
IWS iShares Russell Mid-Cap Value ETF
-0.57%
-$292.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.57%
-$225.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$575.92 
AS Amer Sports, Inc.
-0.55%
-$8.25 
RSP Invesco S&P 500 Equal Weight ETF
-0.54%
-$13,671.76 
SPXC Spx Technologies Inc.
-0.54%
-$54 
PAYX Paychex Inc.
-0.54%
-$23.2 
IHI iShares U.S. Medical Devices ETF
-0.53%
-$125.68 
SLV iShares Silver Trust
-0.53%
-$3,472.33 
USMV iShares MSCI USA Min Vol Factor ETF
-0.52%
-$85.58 
IXUS iShares Core International Stock ETF
-0.51%
-$50.88 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.5%
-$6.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.49%
-$340.74 
INDA ISHARES MSCI INDIA ETF
-0.48%
-$3,429.3 
SIVR abrdn Physical Silver Shares ETF
-0.48%
-$41.86 
SHYL Xtrackers Short Duration High Yield Bond ETF
-0.47%
-$278.12 
SRVR Pacer Data & Infrastructure Real Estate ETF
-0.46%
-$285.87 
EFG iShares MSCI EAFE Growth ETF
-0.44%
-$3,737.03 
GDXJ VanEck Junior Gold Miners ETF
-0.44%
-$60.62 
MFG Mizuho Financial Group Inc. ADR
-0.44%
-$10.3 
CACI Caci International Inc.
-0.42%
-$77.4 
COLB Columbia Banking System, Inc.
-0.42%
-$8.64 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.42%
-$2,071.08 
AMR Alpha Metallurgical Resources, Inc.
-0.41%
-$17.37 
GWW W.W. Grainger, Inc.
-0.4%
-$476.1 
AAAU Goldman Sachs Physical Gold ETF
-0.38%
-$6.04 
ALGM Allegro MicroSystems, Inc.
-0.37%
-$3.24 
GLDM SPDR Gold MiniShares Trust
-0.36%
-$5,146.5 
AVY Avery Dennison Corporation
-0.36%
-$9.53 
GLD SPDR Gold Shares
-0.35%
-$16,180.23 
IAU iShares Gold Trust
-0.35%
-$1,790.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.35%
-$4,426.56 
AMP Ameriprise Financial, Inc.
-0.35%
-$69.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.34%
-$2,117.18 
JPXN iShares JPX-Nikkei 400 ETF
-0.34%
-$1,411.39 
DBP Invesco DB Precious Metals Fund
-0.33%
-$275.19 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$1,408.16 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.31%
-$25.34 
WELL Welltower Inc.
-0.31%
-$269.37 
EWJV iShares MSCI Japan Value ETF
-0.3%
-$673.82 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.3%
-$441 
GSWO Goldman Sachs ActiveBeta World Equity ETF
-0.29%
-$1.52 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$6.12 
IWD iShares Russell 1000 Value ETF
-0.28%
-$453.85 
ABT Abbott Laboratories
-0.28%
-$82.89 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.28%
-$79.05 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.27%
-$549.59 
COR Cencora, Inc.
-0.26%
-$108.9 
EWA iShares MSCI Australia ETF
-0.26%
-$867.67 
PAVE Global X U.S. Infrastructure Development ETF
-0.26%
-$4,191.25 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.25%
-$17.4 
BROS Dutch Bros Inc.
-0.24%
-$159.5 
VIS Vanguard Industrials ETF
-0.24%
-$34.32 
BA Boeing Company
-0.23%
-$2.2 
EUFN iShares MSCI Europe Financials ETF
-0.23%
-$14.4 
GENZ VanEck Digital Native Economy ETF
-0.23%
-$0.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.22%
-$342.86 
BNDX Vanguard Total International Bond ETF
-0.21%
-$116.58 
FEZ SPDR Euro Stoxx 50 ETF
-0.21%
-$69.02 
EZU iShares MSCI Eurozone ETF
-0.2%
-$22.14 
BAC Bank of America Corporation
-0.2%
-$5.57 
CTVA Corteva Inc.
-0.19%
-$0.82 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.19%
-$3,440.97 
IRT Independence Realty Trust Inc.
-0.17%
-$13 
PCT PureCycle Technologies, Inc.
-0.16%
-$470.92 
SOLS Sollensys Corp
-0.15%
-$4.32 
MBB iShares MBS ETF
-0.14%
-$4.5 
AXP American Express Company
-0.14%
-$2.15 
VIG Vanguard Dividend Appreciation ETF
-0.14%
-$312.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.14%
-$4,392.89 
AME Ametek Inc.
-0.13%
-$2.31 
XAR SPDR S&P Aerospace & Defense ETF
-0.12%
-$10.36 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$344.5 
IAGG iShares International Aggregate Bond Fund
-0.11%
-$0.49 
ROKU Roku, Inc.
-0.11%
-$5.27 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.11%
-$18.04 
VNQ Vanguard Real Estate ETF
-0.1%
-$31.07 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$0.75 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$27.17 
EFA iShares MSCI EAFE ETF
-0.09%
-$2,668.55 
IUSV iShares Core S&P U.S. Value ETF
-0.09%
-$0.73 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$26.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$144.15 
ADI Analog Devices, Inc.
-0.08%
-$79.86 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.08%
-$0.36 
USRT iShares Core U.S. REIT ETF
-0.08%
-$62.35 
GDX VanEck Gold Miners ETF
-0.08%
-$431.32 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$5.25 
TLT iShares 20+ Year Treasury Bond ETF
-0.07%
-$96.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.06%
-$0.49 
XLI Industrial Select Sector SPDR Fund
-0.05%
-$1,030.5 
BKAG BNY Mellon Core Bond ETF
-0.05%
-$0.1 
DLR Digital Realty Trust, Inc.
-0.05%
-$33.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$2.05 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$173.76 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.04%
-$3.12 
ALLY Ally Financial Inc.
-0.04%
-$1.23 
RWR SPDR Dow Jones REIT ETF
-0.04%
-$1.32 
EWG iShares MSCI Germany ETF
-0.04%
-$26.7 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.03%
-$1.9 
COWZ Pacer US Cash Cows 100 ETF
-0.03%
-$866.55 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$10.36 
XLRE The Real Estate Select Sector SPDR Fund
-0.02%
-$207.56 
CAT Caterpillar Inc.
-0.02%
-$6.08 
IEI iShares 3-7 Year Treasury Bond ETF
-0.02%
-$2.66 Events
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Dividends
Dividend Analysis
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| Trades 1851 | Longs Won 1225/1851 66% | Profit Factor 7.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $86,398.94 |
| Average Win $23,347.42 | Best Trade (Oct 15) $1.95M | Sharpe Ratio -88.32 |
| Average Loss -$5,816.42 | Worst Trade (Oct 16) -$354,172.46 | Z-Score 8.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y | Expectancy $13,484.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 10 | $1,343 | $1,726.4 | - | $383.4 | 28.55% | -1.658% |
| AAAU Goldman Sachs Physical Gold ETF | 39 | $1,659.53 | $1,598.8 | - | -$60.73 | -3.66% | -0.377% |
| AAPL Apple Inc. | 5,730 | $1.44M | $1.97M | - | $532,695.59 | 37.11% | +0.442% |
| ABBV AbbVie Inc. | 448 | $101,081.78 | $127,765.12 | - | $26,683.34 | 26.4% | +0.632% |
| ABNB Airbnb, Inc. | 16 | $2,103 | $2,752.08 | - | $649.08 | 30.86% | -1.305% |
| ABT Abbott Laboratories | 281 | $37,605.6 | $29,332.18 | - | -$8,273.42 | -22% | -0.282% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 530 | $27,645 | $39,333.95 | - | $11,688.95 | 42.28% | -0.569% |
| ADBE Adobe Inc. | 43 | $17,282.46 | $10,524.25 | - | -$6,758.21 | -39.1% | -2.75% |
| ADI Analog Devices, Inc. | 242 | $59,492.01 | $97,676.04 | - | $38,184.03 | 64.18% | -0.082% |
| ADM Archer-Daniels-Midland Co | 1 | $51 | $83.18 | - | $32.18 | 63.1% | +0.307% |
| ADP Automatic Data Processing Inc. | 270 | $79,122 | $77,228.13 | - | -$1,893.87 | -2.39% | +0.133% |
| AEG Aegon N.V. | 1,575 | $9,277 | $13,104 | - | $3,827 | 41.25% | +0.605% |
| AFL Aflac Inc. | 759 | $83,169.58 | $90,260.28 | - | $7,090.7 | 8.53% | +0.737% |
| AFRM Affirm Holdings, Inc. | 102 | $5,947.49 | $7,518.42 | - | $1,570.93 | 26.41% | -2.911% |
| AGG iShares Core U.S. Aggregate Bond ETF | 331 | $32,074.14 | $31,554.23 | - | -$519.91 | -1.62% | -0.084% |
| AGNT eXp World Holdings Inc. | 10,186 | $60,393.67 | $38,808.66 | - | -$21,585.01 | -35.74% | -2.558% |
| AIQ Global X Artificial Intelligence & Technology ETF | 332 | $15,879.37 | $20,642.1 | - | $4,762.73 | 29.99% | -2.988% |
| AIZ Assurant Inc. | 62 | $13,220 | $17,514.38 | - | $4,294.38 | 32.48% | +0.22% |
| ALGM Allegro MicroSystems, Inc. | 27 | $712 | $870.48 | - | $158.48 | 22.26% | -0.371% |
| ALLY Ally Financial Inc. | 82 | $3,195.01 | $3,092.63 | - | -$102.38 | -3.2% | -0.04% |
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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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FAQ
Which stocks have generated the highest profits for Copia Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: Strive Enhanced Income Short Duration Fund - $595,731.03, SPDR Gold Shares - $383,443.33, US Treasury 3 Month Bill ETF - $366,442.9, iShares MSCI EAFE ETF - $329,083.41, and iShares 0-5 Year TIPS Bond ETF - $290,978.22. 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: Tesla, Inc - $101,854.68, RH - $50,435.33, Grayscale Bitcoin Trust ETF - $38,465.69, Grayscale Ethereum Trust ETF - $30,858.47, and Ethan Allen Interiors Inc - $19,738.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Copia Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.82M earned over time. The largest contributors to dividend income include Strive Enhanced Income Short Duration Fund - $595,731.03, US Treasury 3 Month Bill ETF - $364,616.04, iShares 0-5 Year TIPS Bond ETF - $290,978.22, Eldridge AAA CLO ETF - $289,170.4, and Panagram BBB-B CLO ETF - $267,663.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Copia Wealth Management's monthly returns?
Copia Wealth Management's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Copia Wealth Management's strategy be considered aggressive or moderate?
Copia Wealth Management's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Copia Wealth Management's strategy?
Copia Wealth Management's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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