Loni Adams Portfolio
Invests via Daymark Wealth Partners LLC | Managed by Loni Adams-Kiskaden
Invests via Daymark Wealth Partners LLC
Managed by Loni Adams-Kiskaden
Automatically Tracked
Loni Adams Profile
With a distinguished career in corporate strategy and operational leadership, Loni Adams has carved a niche as an influential figure within the technology sector. Demonstrating an exceptional ability to drive growth through innovative initiatives, her role extends beyond traditional management into strategic foresight that shapes organizational evolution. Having successfully navigated transformative projects at various stages of company development, she possesses keen insights into market dynamics and consumer behavior. Loni's commitment to fostering cross-functional collaboration and enhancing organizational performance underscores her relevance in contemporary business discussions.
With a distinguished career in corporate strategy and operational leadership, Loni Adams has carved a niche as an influential figure within the technology sector. Demonstrating an exceptional ability to drive growth through innovative initiatives, her role extends beyond traditional management into strategic foresight that shapes organizational evolution. Having successfully navigated transformative projects at various stages of company development, she possesses keen insights into market dynamics and consumer behavior. Loni's commitment to fostering cross-functional collaboration and enhancing organizational performance underscores her relevance in contemporary business discussions.
Investment Philosophy & Strategy
Market dynamics within the technology sector serve as a primary consideration for investment endeavors. Loni Adams leverages her extensive corporate strategy background to identify opportunities that align with emerging trends and consumer needs. This approach integrates innovation-focused thinking and operational acumen, enabling her to assess potential disruptions effectively. By prioritizing strategic foresight, she aims to capitalize on growth vectors that enhance organizational value over time. The emphasis remains on nurturing adaptability amidst an evolving landscape, ensuring alignment with both market demands and technological advancements.
Market dynamics within the technology sector serve as a primary consideration for investment endeavors. Loni Adams leverages her extensive corporate strategy background to identify opportunities that align with emerging trends and consumer needs. This approach integrates innovation-focused thinking and operational acumen, enabling her to assess potential disruptions effectively. By prioritizing strategic foresight, she aims to capitalize on growth vectors that enhance organizational value over time. The emphasis remains on nurturing adaptability amidst an evolving landscape, ensuring alignment with both market demands and technological advancements.
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:
166.32%
Gain -0.32%
Monthly
2.54%
Yearly
35.14%
Drawdown
30.9%
$4.19B
Equity
Holdings
$4.19B
Investment
$2.99B
$1.49B
Profit -$4.67M
Realized
$294.18M
Unrealized
$1.2B
Dividends
$165.62M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$4.67M
Win %
71%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$59.09M
Win %
71%
This Month
Compared to last month
Gain
-1.1%
Profit
-$46.72M
Win %
71%
This Year
Compared to last year
Gain
2.05%
Profit
$84.57M
Win %
70%
QRVO Qorvo Inc.
+6.76%
+$23,666.88 
ASO Academy Sports and Outdoors, Inc.
+5.99%
+$46,192.61 
ELV Elevance Health, Inc.
+4.93%
+$46,514.4 
MDB MongoDB Inc.
+4.32%
+$11,106.33 
AAPL Apple Inc.
+3.58%
+$9.71M 
F Ford Motor Company
+3.42%
+$13,604.96 
MOH Molina Healthcare Inc.
+3.16%
+$11,932.58 
UI Ubiquiti Inc.
+3.11%
+$33,940.79 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$3,790.86 
GM General Motors Company
+2.81%
+$13,000.2 
TTWO Take-Two Interactive Software, Inc.
+2.79%
+$23,263.4 
CMCSA Comcast Corp
+2.32%
+$8,147.01 
PKG Packaging Corporation of America
+2.31%
+$5,234.76 
MTN Vail Resorts, Inc.
+2.29%
+$6,686.4 
BIIB Biogen Inc.
+2.26%
+$4,560.12 
PM Philip Morris International Inc.
+2.21%
+$110,488.86 
PYPL PayPal Holdings Inc
+2.2%
+$13,902.35 
GTM ZoomInfo Technologies Inc.
+2.15%
+$1,247.6 
DVN Devon Energy Corporation
+2.11%
+$25,843.95 
CNC Centene Corporation
+2.09%
+$16,053.2 
UBER Uber Technologies, Inc.
+2.05%
+$23,425.7 
ISRG Intuitive Surgical, Inc.
+2.04%
+$47,457.06 
SAIC Science Applications International Corporation Common Stock
+2.03%
+$11,143.68 
S SentinelOne Inc.
+2.01%
+$5,770.05 
FSLR First Solar, Inc.
+2%
+$3,793.24 
BF-B Brown-Forman Corporation
+1.76%
+$11,481.14 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$31,513.85 
DT Dynatrace, Inc.
+1.64%
+$3,980.68 
ABBV AbbVie Inc.
+1.62%
+$531,620.43 
T AT&T Inc.
+1.61%
+$19,812.6 
DIS The Walt Disney Company
+1.56%
+$90,903.47 
BF-A Brown-Forman Corporation
+1.54%
+$8,238.54 
AGNT eXp World Holdings Inc.
+1.49%
+$621.5 
EBAY eBay Inc.
+1.47%
+$3,462.56 
HONA Honeywell Aerospace Inc.
+1.43%
+$36,516.76 
CSX CSX Corporation
+1.39%
+$11,404.74 
MO Altria Group, Inc.
+1.35%
+$27,374.6 
TGTX TG Therapeutics, Inc.
+1.35%
+$41,317.16 
NTRS Northern Trust Corporation
+1.35%
+$5,794.23 
ESLT Elbit Systems Ltd.
+1.33%
+$3,423.6 
UNM Unum Group
+1.28%
+$4,467.26 
MFC Manulife Financial Corporation
+1.26%
+$18,031.14 
BJ BJ's Wholesale Club Holdings, Inc.
+1.25%
+$7,326.15 
HSY The Hershey Company
+1.24%
+$7,691.43 
SLDP Solid Power, Inc.
+1.23%
+$1,777.5 
ACN Accenture plc Class A
+1.22%
+$11,241.42 
VTR Ventas Inc.
+1.18%
+$4,097.1 
MET MetLife Inc.
+1.14%
+$7,014.15 
WBD Warner Bros. Discovery, Inc.
+1.11%
+$2,872.77 
LMT Lockheed Martin Corporation
+1.07%
+$42,992.85 
RIG Transocean Ltd.
+1.05%
+$729.3 
LDOS Leidos Holdings Inc.
+1.05%
+$29,339.83 
FTNT Fortinet Inc.
+1.04%
+$24,568.99 
TEAM Atlassian Corporation Class A
+1.03%
+$7,330.98 
AON Aon plc
+1.02%
+$7,161 
SNPS Synopsys, Inc.
+1%
+$4,096.15 
PANW Palo Alto Networks, Inc.
+1%
+$379,097.75 
TXRH Texas Roadhouse Inc.
+0.99%
+$2,098.62 
CI The Cigna Group
+0.97%
+$7,382.04 
BTI British American Tobacco p.l.c. ADR
+0.97%
+$2,901.68 
FMNB Farmers National Banc Corp.
+0.95%
+$1,672.65 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$205,166.33 
MTCH Match Group, Inc.
+0.94%
+$3,899.22 
NBIX Neurocrine Biosciences Inc.
+0.92%
+$7,500.35 
KR Kroger Co.
+0.92%
+$74,007.96 
SYY Sysco Corporation
+0.92%
+$6,897.75 
BP BP p.l.c. Sponsored ADR
+0.9%
+$4,101.64 
EG Everest Group, Ltd.
+0.89%
+$7,952.64 
MSI Motorola Solutions, Inc.
+0.86%
+$1,937.36 
AFG American Financial Group Inc.
+0.85%
+$5,304.74 
PFG Principal Financial Group, Inc.
+0.85%
+$3,762.64 
DOW Dow Inc.
+0.85%
+$4,448.75 
NWBI Northwest Bancshares Inc.
+0.85%
+$2,762.11 
FDX FedEx Corporation
+0.84%
+$32,128.2 
LYFT Lyft Inc.
+0.84%
+$1,256.87 
ADP Automatic Data Processing Inc.
+0.82%
+$19,578.58 
UPS United Parcel Service, Inc.
+0.79%
+$20,542.86 
PRU Prudential Financial, Inc.
+0.77%
+$4,377.1 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.75%
+$1,827.6 
SCHW Charles Schwab Corporation
+0.75%
+$41,603.94 
MRNA Moderna, Inc.
+0.74%
+$4,144.03 
LNG Cheniere Energy Inc.
+0.72%
+$1,803.78 
FHN First Horizon Corporation
+0.69%
+$1,735.02 
NOC Northrop Grumman Corporation
+0.68%
+$32,036.88 
VRSN Verisign Inc.
+0.67%
+$2,954.77 
EW Edwards Lifesciences Corporation
+0.66%
+$12,898.53 
HBAN Huntington Bancshares Incorporated
+0.66%
+$5,621.22 
IT Gartner Inc.
+0.65%
+$2,395.86 
XOM Exxon Mobil Corporation
+0.63%
+$338,147.68 
GOOG Alphabet Inc
+0.62%
+$302,036.85 
CPAY Corpay, Inc.
+0.61%
+$1,591.74 
GOOGL Alphabet Inc
+0.6%
+$653,716.9 
XLC Communication Services Select Sector SPDR Fund
+0.6%
+$25,321.56 
EQT EQT Corporation
+0.59%
+$17,280.9 
LILAK Liberty Latin America Ltd.
+0.58%
+$565.8 
TBLA Taboola.com Ltd.
+0.54%
+$246.48 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$7,178.49 
BKNG Booking Holdings Inc.
+0.52%
+$54,715.5 
C Citigroup Inc.
+0.51%
+$14,513.83 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$28,700.56 
USB U.S. Bancorp
+0.5%
+$122,536.18 
ITW Illinois Tool Works Inc.
+0.48%
+$10,040.32 
MTB M&T Bank Corporation
+0.47%
+$28,333.12 
FITB Fifth Third Bancorp
+0.46%
+$60,041.75 
HST Host Hotels & Resorts Inc.
+0.45%
+$1,210.8 
SPCX Space Exploration Technologies Corp. Class A
+0.45%
+$14,070.54 
VZ Verizon Communications Inc.
+0.44%
+$31,104.7 
FNB F.N.B. Corporation
+0.44%
+$7,707.6 
GD General Dynamics Corporation
+0.42%
+$13,590.75 
ADM Archer-Daniels-Midland Co
+0.42%
+$1,708.56 
CFG Citizens Financial Group, Inc.
+0.4%
+$1,462.17 
SHEL Shell plc
+0.39%
+$3,363.3 
COP ConocoPhillips
+0.38%
+$7,464.6 
VOX Vanguard Communication Services ETF
+0.38%
+$3,127.54 
PAYX Paychex Inc.
+0.37%
+$3,521.97 
KNX Knight-Swift Transportation Holdings Inc.
+0.36%
+$652.75 
PGR Progressive Corporation
+0.35%
+$127,755 
UNP Union Pacific Corporation
+0.35%
+$22,875.17 
CBSH Commerce Bancshares, Inc.
+0.34%
+$804 
L Loews Corporation
+0.34%
+$1,942.87 
TFC Truist Financial Corporation
+0.34%
+$1,572.33 
AMP Ameriprise Financial, Inc.
+0.33%
+$5,701.5 
KO The Coca-Cola Company
+0.33%
+$62,186.71 
CB Chubb Limited
+0.32%
+$29,104.55 
EOG EOG Resources, Inc.
+0.32%
+$2,236.65 
RTX RTX Corporation
+0.28%
+$100,783.2 
QCOM QUALCOMM Incorporated
+0.27%
+$61,400.64 
FTXO First Trust Nasdaq Bank ETF
+0.26%
+$13,429.02 
MRSH Marsh & McLennan Companies, Inc.
+0.26%
+$1,138.96 
ET Energy Transfer L.P.
+0.25%
+$9,172.35 
CMG Chipotle Mexican Grill, Inc.
+0.25%
+$552.16 
PG Procter & Gamble Co
+0.25%
+$187,871.33 
TRGP Targa Resources Corp.
+0.24%
+$1,145.9 
TJX The TJX Companies, Inc.
+0.24%
+$7,764.6 
DEO Diageo plc Sponsored ADR
+0.23%
+$1,031.41 
CINF Cincinnati Financial Corporation
+0.23%
+$8,125.16 
WRB W.R. Berkley Corporation
+0.21%
+$723.9 
RBRK Rubrik, Inc.
+0.2%
+$880.92 
TRV The Travelers Companies, Inc.
+0.19%
+$2,591.36 
MSFT Microsoft Corp.
+0.18%
+$302,922.31 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$450.31 
CDW CDW Corporation
+0.16%
+$622.15 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$7,140.06 
PB Prosperity Bancshares Inc.
+0.15%
+$528.55 
FE FirstEnergy Corp.
+0.15%
+$5,098.03 
DKNG DraftKings Inc.
+0.15%
+$670.91 
AR Antero Resources Corporation
+0.13%
+$474.9 
DE Deere & Company
+0.13%
+$5,375.61 
CDNS Cadence Design Systems, Inc.
+0.12%
+$208.6 
FTXR First Trust Nasdaq Transportation ETF
+0.12%
+$3,551.71 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$311.04 
MDLZ Mondelez International, Inc.
+0.11%
+$1,125.04 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$2,001.07 
ARCC Ares Capital Corporation
+0.1%
+$465.84 
ROST Ross Stores, Inc.
+0.09%
+$436.38 
SPG Simon Property Group, Inc.
+0.09%
+$538.65 
LNC Lincoln National Corporation
+0.09%
+$3,683.8 
ACGL Arch Capital Group Ltd
+0.09%
+$330.82 
TDG TransDigm Group Inc.
+0.09%
+$197.88 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$28,158 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$197.2 
LSTR Landstar System Inc.
+0.07%
+$238.81 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.06%
+$372 
NOW ServiceNow, Inc.
+0.05%
+$210.42 
EPD Enterprise Products Partners L.P.
+0.03%
+$1,003.52 
LYV Live Nation Entertainment, Inc.
+0.02%
+$56.07 
AIG American International Group Inc.
+0.01%
+$29.28 
JBHT J.B. Hunt Transport Services, Inc.
+0.01%
+$68.73 
NVS Novartis AG Sponsored ADR
+0.01%
+$438.52 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INFY Infosys Limited
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NFLX Netflix, Inc.
0%
+$0.22 
RNW Renew Energy Global Plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 G200
G2004J103
0%
$0 
DEFT Defi Technologies Inc.
-8.56%
-$611.88 
LECO Lincoln Electric Holdings, Inc.
-7.54%
-$229,990.86 
OPEN Opendoor Technologies Inc.
-6.67%
-$2,084.6 
FCX Freeport-McMoRan Inc.
-6.56%
-$96,500 
HPE Hewlett Packard Enterprise Company
-6.23%
-$55,831.71 
CRWV CoreWeave, Inc.
-6.13%
-$14,037.84 
FDS FactSet Research Systems Inc.
-5.81%
-$34,786.66 
LRCX Lam Research Corporation
-5.67%
-$119,768.9 
VRT Vertiv Holdings Co
-5.61%
-$116,348 
ARHS Arhaus, Inc.
-5.59%
-$28,281.78 
INTC Intel Corporation
-5.57%
-$586,624.64 
MLI Mueller Industries Inc.
-5.56%
-$16,085.76 
LITE Lumentum Holdings Inc.
-5.44%
-$25,917.13 
DELL Dell Technologies Inc.
-5.33%
-$56,072.2 
SLV iShares Silver Trust
-5.32%
-$19,257.26 
BHP BHP Group Ltd.
-5.3%
-$15,320.37 
ORCL Oracle Corporation
-5.29%
-$1.17M 
AA Alcoa Corporation
-4.77%
-$10,759.32 
MIR Mirion Technologies, Inc.
-4.69%
-$11,895 
MU Micron Technology, Inc.
-4.6%
-$408,009.97 
WDC Western Digital Corporation
-4.42%
-$51,609.9 
FUN Six Flags Entertainment Corporation
-4.41%
-$10,490.13 
LH Labcorp Holdings Inc.
-4.35%
-$115,086.24 
FLEX Flex Ltd.
-4.14%
-$94,754.3 
BSX Boston Scientific Corporation
-4.14%
-$13,756.56 
AEIS Advanced Energy Industries Inc.
-4.13%
-$9,742.06 
BE Bloom Energy Corporation
-4.03%
-$146,833.05 
ALIT Alight Inc.
-4.02%
-$10,993.85 
SNDK SanDisk Corporation
-4.02%
-$31,093.62 
FBRT Franklin BSP Realty Trust Inc.
-4%
-$3,416.32 
CPRT Copart Inc.
-4%
-$11,810.56 
OWL Blue Owl Capital Inc.
-3.96%
-$4,915.33 
URI United Rentals, Inc.
-3.85%
-$32,258.84 
ARM Arm Holdings plc American Depositary Receipt
-3.8%
-$5,879.25 
WPM Wheaton Precious Metals Corp.
-3.75%
-$19,147.94 
XME SPDR S&P Metals & Mining ETF
-3.69%
-$44,209.31 
NUVB Nuvation Bio Inc.
-3.6%
-$13,332.49 
WOR Worthington Enterprises Inc.
-3.58%
-$16,373.14 
MTZ MasTec, Inc. Common Stock
-3.55%
-$40,942.39 
LEN Lennar Corporation
-3.52%
-$10,737.03 
TER Teradyne, Inc.
-3.52%
-$28,242 
MRVL Marvell Technology, Inc.
-3.42%
-$21,501.55 
CHKP Check Point Software Technologies Ltd.
-3.4%
-$12,296.6 
IONQ IonQ, Inc.
-3.4%
-$7,074.59 
RXT Rackspace Technology, Inc.
-3.4%
-$1,705.66 
COHR Coherent Corp.
-3.38%
-$38,099.29 
AMD Advanced Micro Devices, Inc.
-3.32%
-$1.05M 
NRG NRG Energy, Inc.
-3.21%
-$13,201.6 
AMAT Applied Materials, Inc.
-3.17%
-$313,955.04 
GLW Corning Incorporated
-3.16%
-$48,196.67 
KLAC KLA Corporation
-3.13%
-$16,038.27 
AQST Aquestive Therapeutics Inc.
-3.11%
-$6,124.48 
KKR KKR & Co. Inc.
-3.1%
-$31,431.13 
WMB The Williams Companies, Inc.
-3.09%
-$22,916.96 
GIS General Mills, Inc.
-3.06%
-$22,980.35 
RPRX Royalty Pharma plc
-3.04%
-$8,405.12 
CCJ Cameco Corporation
-2.95%
-$6,384.72 
GEV GE Vernova Inc.
-2.88%
-$277,613.69 
FTI TechnipFMC plc
-2.87%
-$20,150.76 
HAL Halliburton Company
-2.87%
-$10,179.27 
BX Blackstone Inc.
-2.84%
-$69,979.2 
CRCL Circle Internet Group, Inc.
-2.82%
-$9,566.37 
FTAI FTAI Aviation Ltd.
-2.79%
-$8,256 
SOXX iShares Semiconductor ETF
-2.77%
-$5,269.76 
TFX Teleflex Incorporated
-2.75%
-$8,855.02 
CEG Constellation Energy Corporation
-2.7%
-$15,132.05 
SOLS Sollensys Corp
-2.69%
-$10,502.6 
STX Seagate Technology Holdings plc
-2.58%
-$36,381.92 
WHR Whirlpool Corporation
-2.57%
-$10,086.93 
FTXL First Trust Nasdaq Semiconductor ETF
-2.56%
-$240,000.03 
FRMI Fermi Inc.
-2.53%
-$2,157.4 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-2.46%
-$396,436.41 
IBM International Business Machines Corporation
-2.46%
-$643,306.5 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$329,536.49 
CG The Carlyle Group Inc.
-2.43%
-$16,939.17 
CEF Sprott Physical Gold and Silver Trust
-2.4%
-$9,392.76 
NVDA NVIDIA Corporation
-2.36%
-$5.69M 
ADBE Adobe Inc.
-2.36%
-$36,588.88 
MKSI MKS Instruments Inc.
-2.35%
-$4,707.25 
MAA Mid-America Apartment Communities, Inc.
-2.35%
-$8,919.17 
ZBH Zimmer Biomet Holdings, Inc.
-2.34%
-$9,951.63 
JEF Jefferies Financial Group Inc.
-2.33%
-$12,977.4 
WES Western Midstream Partners, LP
-2.27%
-$35,780.64 
NTNX Nutanix, Inc.
-2.27%
-$13,769.68 
CARR Carrier Global Corporation
-2.27%
-$83,729.99 
AMGN Amgen Inc.
-2.25%
-$1.32M 
CRS Carpenter Technology Corporation
-2.25%
-$10,928.3 
CLF Cleveland-Cliffs Inc.
-2.23%
-$3,239.73 
NWL Newell Brands Inc.
-2.17%
-$1,585.61 
PLTR Palantir Technologies Inc.
-2.17%
-$48,245.82 
CF CF Industries Holdings, Inc.
-2.16%
-$6,687.12 
TPL Texas Pacific Land Corporation
-2.15%
-$55,289.51 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$54,806.01 
AMH American Homes 4 Rent
-2.12%
-$4,723.07 
VIRT Virtu Financial, Inc.
-2.12%
-$5,018.09 
DHR Danaher Corporation
-2.11%
-$50,771.29 
NVT nVent Electric plc
-2.11%
-$14,435.44 
CGXU Capital Group International Focus Equity ETF
-2.11%
-$358,710.75 
WS Worthington Steel, Inc.
-2.09%
-$5,610.96 
ROIV Roivant Sciences Ltd
-2.08%
-$5,214.78 
DOV Dover Corporation
-2.08%
-$4,636.7 
NDSN Nordson Corporation
-2.07%
-$5,341.27 
ES Eversource Energy
-2.05%
-$14,081.52 
HWM Howmet Aerospace Inc.
-2.04%
-$24,027.01 
ANET Arista Networks, Inc.
-2.03%
-$14,181.02 
ARKG ARK Genomic Revolution ETF
-2.03%
-$8,554.94 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$10,790.35 
IHD Voya Emerging Markets High Dividend Equity Fund
-2.01%
-$2,765.82 
OTIS Otis Worldwide Corporation
-2.01%
-$14,380.94 
NEM Newmont Corporation
-2%
-$5,843.7 
IRM Iron Mountain Inc.
-1.99%
-$11,910.29 
NKE Nike, Inc. - Class B
-1.98%
-$6,822.8 
MCHP Microchip Technology Incorporated
-1.96%
-$4,658.94 
ACMR Acm Research Inc.
-1.95%
-$4,661.28 
PPG PPG Industries Inc.
-1.95%
-$88,457.16 
DLR Digital Realty Trust, Inc.
-1.94%
-$7,985.92 
NMCO Nuveen Municipal Credit Opportunities Fund
-1.94%
-$3,079.71 
SYK Stryker Corporation
-1.93%
-$47,616.15 
FDT First Trust Developed Markets ex-US Fund
-1.92%
-$4,894.31 
MRK Merck & Co., Inc.
-1.92%
-$230,890.9 
TOL Toll Brothers Inc
-1.92%
-$4,595.75 
BDX Becton, Dickinson and Company
-1.89%
-$8,063.04 
SPGI S&P Global Inc.
-1.88%
-$25,104.3 
AIT Applied Industrial Technologies Inc.
-1.87%
-$5,490.64 
BRSP BrightSpire Capital Inc.
-1.86%
-$899.04 
CR Crane NXT Co.
-1.86%
-$4,708.66 
DGX Quest Diagnostics Inc.
-1.86%
-$87,164.22 
EQIX Equinix, Inc.
-1.85%
-$5,775 
EVGO EVgo, Inc.
-1.84%
-$254.45 
ILMN Illumina, Inc.
-1.84%
-$4,475.52 
OTTR Otter Tail Corporation
-1.83%
-$3,936 
CSCO Cisco Systems, Inc.
-1.83%
-$679,284 
SLB Schlumberger Limited
-1.82%
-$11,389.03 
RYZ Ryerson Holding Corporation
-1.81%
-$5,490.72 
SJM The J.M. Smucker Company
-1.79%
-$165,111.31 
THW abrdn World Healthcare Fund
-1.79%
-$3,504.55 
COF Capital One Financial Corporation
-1.77%
-$41,566.36 
ABT Abbott Laboratories
-1.77%
-$109,304.76 
KMT Kennametal Inc.
-1.75%
-$11,176.88 
RKT Rocket Companies, Inc. Class A
-1.75%
-$2,577.72 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$6,694.08 
VKTX Viking Therapeutics Inc.
-1.74%
-$4,560 
GLD SPDR Gold Shares
-1.73%
-$40,541 
CSNR Cohen & Steers Natural Resources Active ETF
-1.73%
-$46,288.96 
IAU iShares Gold Trust
-1.72%
-$9,084.37 
DAR Darling Ingredients Inc.
-1.7%
-$4,322.85 
MPC Marathon Petroleum Corporation
-1.7%
-$65,330.5 
CAH Cardinal Health Inc.
-1.69%
-$17,520.15 
RBC RBC Bearings Incorporated
-1.69%
-$5,178.6 
VPL Vanguard FTSE Pacific ETF
-1.69%
-$3,894.43 
LVS Las Vegas Sands Corp.
-1.69%
-$3,895.28 
Q Qnity Electronics Inc.
-1.68%
-$8,532.84 
HOOD Robinhood Markets, Inc.
-1.67%
-$11,960.21 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$5,577.14 
WCME First Trust WCM Developing World Equity ETF
-1.65%
-$9,027.41 
CHDN Churchill Downs Incorporated
-1.64%
-$3,256.8 
ILDR First Trust Innovation Leaders ETF
-1.62%
-$29,330.64 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$8,095.8 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$52,777.18 
FIX Comfort Systems USA, Inc.
-1.6%
-$16,660.28 
KEYS Keysight Technologies, Inc.
-1.6%
-$9,646 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.6%
-$4,700 
XBI SPDR S&P Biotech ETF
-1.59%
-$45,085 
PH Parker-Hannifin Corporation
-1.59%
-$383,820.44 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.58%
-$2,952 
DDOG Datadog, Inc. Class A Common Stock
-1.58%
-$3,042.35 
STWD Starwood Property Trust Inc.
-1.57%
-$11,469.25 
CSW CSW Industrials Inc.
-1.56%
-$8,898.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$62,070.08 
JCE Nuveen Core Equity Alpha Fund
-1.54%
-$2,859.35 
EXEL Exelixis Inc.
-1.54%
-$3,767.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$251,106.39 
EVR Evercore Inc.
-1.53%
-$3,942.64 
HD The Home Depot, Inc.
-1.53%
-$455,313.04 
BST BlackRock Science and Technology Trust
-1.53%
-$4,600.75 
FTC First Trust Large Cap Growth Fund
-1.52%
-$21,640.03 
ETN Eaton Corporation plc
-1.5%
-$248,564.16 
CGGO Capital Group Global Growth Equity ETF
-1.5%
-$5,716.04 
STLD Steel Dynamics Inc.
-1.5%
-$8,707.32 
BTCS Btcs Inc.
-1.49%
-$200 
NVR NVR, Inc.
-1.49%
-$3,686.4 
MCO Moody's Corporation
-1.48%
-$3,603.82 
AYI Acuity Brands Inc.
-1.48%
-$2,583.3 
MPWR Monolithic Power Systems, Inc.
-1.47%
-$4,311.48 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$16,902.94 
KMI Kinder Morgan, Inc.
-1.45%
-$11,087.9 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$12,309.56 
JCI Johnson Controls International plc
-1.44%
-$48,289.28 
RVT Royce Small-Cap Trust, Inc.
-1.43%
-$5,710.9 
META Meta Platforms Inc Class A
-1.43%
-$330,785.72 
BITO ProShares Bitcoin ETF
-1.43%
-$2,867.1 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.41%
-$2,222.7 
GEHC GE HealthCare Technologies Inc.
-1.41%
-$4,785.84 
IBIT iShares Bitcoin Trust
-1.4%
-$9,282.02 
UL Unilever PLC Sponsored American Depositary Receipt
-1.39%
-$6,510.21 
AMT American Tower Corporation
-1.39%
-$8,688.8 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$101,158.38 
IBB iShares Biotechnology ETF
-1.39%
-$3,921.6 
NCNO nCino, Inc.
-1.38%
-$3,062.1 
INQQ INQQ The India Internet ETF
-1.38%
-$1,922.23 
APH Amphenol Corporation
-1.38%
-$236,221.44 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$5,356.96 
CP Canadian Pacific Kansas City Limited
-1.34%
-$4,590.74 
WCMI First Trust WCM International Equity ETF
-1.34%
-$40,791.98 
HSBC HSBC Holdings plc Sponsored ADR
-1.34%
-$3,196.47 
CAT Caterpillar Inc.
-1.33%
-$99,527.7 
YMAX YieldMax Universe Fund of Option Income ETFs
-1.33%
-$1,419.3 
ETR Entergy Corporation
-1.32%
-$3,450.6 
CWB SPDR Bloomberg Convertible Securities ETF
-1.32%
-$13,541.08 
PWR Quanta Services Inc.
-1.32%
-$453,204.92 
EMR Emerson Electric Co.
-1.3%
-$130,171.44 
MSCI MSCI Inc.
-1.3%
-$3,475.22 
DPZ Domino's Pizza Inc.
-1.29%
-$3,036.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$7,434.27 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.29%
-$111,239.89 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$3,675.7 
VEU Vanguard FTSE All-World ex-US ETF
-1.28%
-$59,929.29 
DTE DTE Energy Company
-1.26%
-$3,359.16 
GPK Graphic Packaging Holding Company
-1.26%
-$1,470.48 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$7,826.08 
AHRT AMERICAN HEALTHCARE REIT INC
-1.25%
-$967.84 
DG Dollar General Corporation
-1.24%
-$3,926.15 
STE STERIS plc
-1.24%
-$90,280.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$25,353 
VIK Viking Holdings Ltd
-1.23%
-$6,322.25 
MS Morgan Stanley
-1.23%
-$32,392.8 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.22%
-$102,593.92 
BN Brookfield Corporation
-1.22%
-$4,573.57 
SRE Sempra
-1.22%
-$4,192.79 
POOL Pool Corporation
-1.21%
-$3,337.2 
MCK McKesson Corporation
-1.21%
-$6,867.52 
PHO Invesco Water Resources ETF
-1.21%
-$2,922.5 
VLUE iShares MSCI USA Value Factor ETF
-1.21%
-$5,977.8 
EIX Edison International
-1.2%
-$4,681.65 
UNH UnitedHealth Group Incorporated
-1.19%
-$26,062.33 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$15,694 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$6,204.83 
SSO ProShares Ultra S&P500
-1.17%
-$7,335.36 
ABNB Airbnb, Inc.
-1.17%
-$13,687.74 
BLV Vanguard Long-Term Bond ETF
-1.17%
-$127,352.61 
NGG National Grid plc Sponsored ADR
-1.17%
-$2,497.5 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$6,500.48 
TLT iShares 20+ Year Treasury Bond ETF
-1.16%
-$8,121.55 
SPTL SPDR Portfolio Long Term Treasury ETF
-1.16%
-$5,799.42 
BIEAX Brandes International Equity Fund Class A
-1.16%
-$3,031.35 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$17,287.2 
NZF Nuveen Municipal Credit Income Fund
-1.16%
-$4,029.48 
ULTA Ulta Beauty Inc.
-1.15%
-$5,432.56 
PCG PG&E Corporation
-1.14%
-$4,755.83 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.14%
-$6,634.52 
TSLA Tesla, Inc.
-1.13%
-$218,624.64 
TGT Target Corporation
-1.12%
-$103,760.94 
A Agilent Technologies Inc.
-1.11%
-$6,782.93 
ARI Apollo Commercial Real Estate Finance Inc.
-1.11%
-$956.55 
VIS Vanguard Industrials ETF
-1.1%
-$5,966.88 
WCN Waste Connections Inc.
-1.1%
-$6,090.02 
ROK Rockwell Automation, Inc.
-1.1%
-$10,567.41 
LIN Linde plc
-1.09%
-$41,320.54 
TXN Texas Instruments Inc
-1.08%
-$29,085.48 
ILCG iShares Morningstar Growth ETF
-1.07%
-$19,365.12 
ATO Atmos Energy Corporation
-1.07%
-$3,844.8 
KBFR Innovator U.S. Small Cap Managed 10 Buffer ETF
-1.06%
-$6,533.31 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$130,138.61 
FTEC Fidelity MSCI Information Technology Index ETF
-1.06%
-$16,300.57 
CSRE Cohen & Steers Real Estate Active ETF
-1.06%
-$27,138.72 
CGGR Capital Group Growth ETF
-1.06%
-$162,806.49 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.06%
-$10,034.5 
IP International Paper Company
-1.05%
-$12,607.47 
ADI Analog Devices, Inc.
-1.05%
-$53,541.12 
XEL Xcel Energy Inc.
-1.04%
-$2,584.55 
MLN VanEck Long Muni ETF
-1.04%
-$2,235.8 
VB Vanguard Small-Cap ETF
-1.04%
-$238,192.49 
FXL First Trust Technology AlphaDEX Fund
-1.03%
-$4,607.87 
AZO AutoZone Inc.
-1.03%
-$2,157.12 
GSK GSK plc Sponsored ADR
-1.03%
-$4,391.5 
VGT Vanguard Information Technology ETF
-1.03%
-$49,301.16 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-1.03%
-$5,759.44 
BMY Bristol-Myers Squibb Company
-1.02%
-$56,125.08 
CW Curtiss-Wright Corporation
-1.01%
-$1,980.3 
MPLX MPLX LP
-1.01%
-$19,340.66 
LOW Lowe's Companies Inc.
-1.01%
-$47,673.18 
NET Cloudflare Inc.
-1.01%
-$18,655.45 
AVGO Broadcom Inc.
-1.01%
-$629,357.29 
FUTY Fidelity MSCI Utilities Index ETF
-1%
-$6,637.24 
IWM iShares Russell 2000 ETF
-1%
-$109,262.15 
SHW The Sherwin-Williams Company
-1%
-$717,159.45 
XYL Xylem Inc.
-1%
-$4,496.73 
TT Trane Technologies plc
-0.99%
-$18,721.25 
FERG Ferguson Enterprises Inc
-0.99%
-$2,426.58 
IBFR Innovator International Developed 10 Buffer ETF
-0.98%
-$6,868.3 
PPL PPL Corporation
-0.98%
-$2,079.1 
IYW iShares U.S. Technology ETF
-0.98%
-$8,526.24 
SNX TD Synnex Corporation
-0.97%
-$5,968.78 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$14,877.38 
AEP American Electric Power Company, Inc.
-0.96%
-$6,049.2 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.96%
-$10,954.44 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$4,686 
JPIN JPMorgan Diversified Return International Equity ETF
-0.95%
-$3,899.91 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$9,181.95 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$25,276.71 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.95%
-$4,456 
MMM 3M Company
-0.94%
-$180,486.65 
FEX First Trust Large Cap Core Fund A
-0.93%
-$6,163.26 
PLD Prologis Inc.
-0.93%
-$7,177.61 
FDN First Trust Dow Jones Internet Index Fund
-0.93%
-$100,708.66 
GEW Cambria Global Equal Weight ETF
-0.93%
-$13,623.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$53,984.87 
ITT Itt Inc.
-0.92%
-$4,317.04 
VLO Valero Energy Corporation
-0.91%
-$34,548.7 
VO Vanguard Mid-Cap ETF
-0.91%
-$108,394.46 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$15,110 
VNO Vornado Realty Trust
-0.91%
-$2,232.09 
FEOE First Eagle Overseas Equity ETF
-0.91%
-$41,747.5 
OC Owens Corning
-0.91%
-$2,765.66 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$15,599.7 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.9%
-$6,478.53 
RDVI FT Vest Rising Dividend Achievers Fund
-0.9%
-$6,759.74 
O Realty Income Corporation
-0.9%
-$9,380.34 
BALL Ball Corp.
-0.9%
-$1,875.96 
J Jacobs Solutions Inc.
-0.9%
-$3,502.66 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.89%
-$4,101.22 
TXT Textron Inc.
-0.89%
-$1,811.92 
GSC Goldman Sachs Small Cap Core Equity ETF
-0.89%
-$3,955 
GS The Goldman Sachs Group, Inc.
-0.89%
-$284,248.54 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.89%
-$21,350.22 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.87%
-$57,840.47 
CMI Cummins Inc.
-0.87%
-$33,003.96 
ITWO ProShares Russell 2000 High Income ETF
-0.87%
-$2,170.35 
BLK BlackRock, Inc.
-0.87%
-$88,230.87 
YUM Yum! Brands, Inc.
-0.87%
-$5,084.1 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$169,124.2 
VNQ Vanguard Real Estate ETF
-0.86%
-$20,728.78 
VT Vanguard Total World Stock ETF
-0.86%
-$23,915.4 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$6,040.53 
XT iShares Future Exponential Technologies ETF
-0.86%
-$64,413.3 
IDHQ Invesco S&P International Developed Quality ETF
-0.86%
-$4,722.64 
VGK Vanguard FTSE Europe ETF
-0.86%
-$3,120.93 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.86%
-$2,037.42 
FV First Trust Dorsey Wright Focus 5 ETF
-0.86%
-$36,891.24 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.86%
-$3,453.99 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
-0.85%
-$4,715.06 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.85%
-$1,840.12 
DUK Duke Energy Corporation
-0.85%
-$45,412.62 
JGRO JPMorgan Active Growth ETF
-0.85%
-$291,250.69 
ACWI iShares MSCI ACWI ETF
-0.85%
-$2,699.6 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.85%
-$3,798.48 
OMF OneMain Holdings Inc.
-0.85%
-$2,414.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$4,954.14 
JGLO JPMorgan Global Select Equity ETF
-0.84%
-$8,371.64 
AMLP Alerian MLP ETF
-0.84%
-$12,228.46 
EFA iShares MSCI EAFE ETF
-0.83%
-$27,169.92 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$1,589.07 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.83%
-$1,729.7 
PSX Phillips 66
-0.83%
-$188,513.05 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.83%
-$8,044.6 
CGCP Capital Group Core Plus Income ETF
-0.82%
-$1,646.28 
UTEN US Treasury 10 Year Note ETF
-0.82%
-$3,630.78 
CCD Calamos Dynamic Convertible and Income Fund
-0.82%
-$2,630 
BAX Baxter International Inc.
-0.82%
-$3,108.6 
SBUX Starbucks Corporation
-0.82%
-$40,133.26 
VOOG Vanguard S&P 500 Growth ETF
-0.81%
-$6,950.96 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$3,052.86 
FEUZ First Trust Eurozone AlphaDEX UCITS ETF
-0.81%
-$16,627.66 
LHX L3Harris Technologies, Inc.
-0.81%
-$57,127.62 
CGUS Capital Group Core Equity ETF
-0.81%
-$2,174.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$49,670.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$25,961.28 
CTAS Cintas Corporation
-0.8%
-$18,596.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.8%
-$75,308.54 
REET iShares Global REIT ETF
-0.79%
-$20,180.33 
FXU First Trust Utilities AlphaDEX Fund
-0.79%
-$1,574.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$21,950.64 
NWSA News Corporation
-0.78%
-$2,314.26 
WEC WEC Energy Group Inc.
-0.77%
-$4,117.22 
WAT Waters Corporation
-0.77%
-$2,290.08 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.77%
-$5,688.97 
FTHY First Trust High Yield Opportunities 2027 Fund
-0.76%
-$1,088.2 
HSIC Henry Schein, Inc.
-0.76%
-$2,920.53 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$1,526.83 
NAT Nordic American Tankers Ltd.
-0.76%
-$604.56 
ODFL Old Dominion Freight Line, Inc.
-0.75%
-$1,583.73 
WM Waste Management, Inc.
-0.75%
-$6,022.85 
NBFR Innovator Nasdaq-100 Managed 10 Buffer ETF
-0.75%
-$6,591.6 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$2,382.5 
IEV iShares Europe ETF
-0.75%
-$7,189.05 
JVAL JPMorgan U.S. Value Factor ETF
-0.74%
-$24,407.68 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$13,386.66 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$2,980.67 
FTOH Franklin Ohio Municipal Income ETF
-0.74%
-$1,117.68 
EME EMCOR Group, Inc.
-0.74%
-$3,897.56 
MUB iShares National Muni Bond ETF
-0.73%
-$24,026.64 
MGV Vanguard Mega Cap Value ETF
-0.73%
-$62,346.51 
XBFR Innovator Equity Managed 10 Buffer ETF
-0.73%
-$24,064.25 
COR Cencora, Inc.
-0.73%
-$2,915.49 
ZM Zoom Video Communications, Inc.
-0.73%
-$1,899.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$310,975.74 
VTV Vanguard Value ETF
-0.72%
-$17,342.1 
BA Boeing Company
-0.72%
-$12,632.22 
DFNL Davis Select Financial ETF
-0.72%
-$1,838.42 
VCTR Victory Capital Holdings, Inc. Class A
-0.71%
-$21,709.6 
MAR Marriott International Inc. - Class A
-0.71%
-$4,566.8 
AVA Avista Corp.
-0.71%
-$3,110.04 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.71%
-$203,834.88 
MUST Columbia Multi-Sector Municipal Income ETF
-0.71%
-$34,705.72 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$349,429.27 
CMS CMS Energy Corporation
-0.7%
-$1,755.84 
MMIT NYLI MacKay Muni Intermediate ETF
-0.7%
-$1,696.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$32,321.76 
ED Consolidated Edison, Inc.
-0.7%
-$4,534.5 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$29,753.4 
JQUA JPMorgan U.S. Quality Factor ETF
-0.69%
-$2,215.95 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$4,501.57 
MOAT VanEck Morningstar Wide Moat Fund
-0.69%
-$2,554.5 
DAL Delta Air Lines, Inc.
-0.69%
-$3,466.26 
VHT Vanguard Health Care ETF
-0.69%
-$2,956.24 
SNA Snap-on Inc.
-0.69%
-$2,083.51 
ALL Allstate Corporation
-0.68%
-$3,946.13 
IWN iShares Russell 2000 Value ETF
-0.68%
-$6,295.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$12,649.44 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.68%
-$7,774.46 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$6,474.36 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$8,922.4 
IWB iShares Russell 1000 ETF
-0.66%
-$1,685.75 
SO The Southern Company
-0.66%
-$22,815.46 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$36,302.33 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$3,341.99 
VCR Vanguard Consumer Discretionary ETF
-0.65%
-$11,891.97 
CBT Cabot Corporation
-0.64%
-$1,639.14 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$6,760.16 
GWW W.W. Grainger, Inc.
-0.64%
-$5,695.65 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$92,836.43 
NNN NNN REIT, Inc.
-0.63%
-$1,927.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.63%
-$13,391.24 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$8,631.51 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$11,294.76 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.63%
-$4,882.8 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.63%
-$10,171.08 
VONE Vanguard Russell 1000 ETF
-0.63%
-$7,253.28 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.62%
-$15,679.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$9,417.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$8,825.04 
NTAP NetApp, Inc.
-0.62%
-$12,869.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$43,398.54 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$411,712.84 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.61%
-$50,138.4 
EPS WisdomTree U.S. LargeCap Fund
-0.61%
-$11,772.25 
HYD VanEck High Yield Muni ETF
-0.61%
-$31,673.1 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$9,990.71 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$7,220.38 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$2,206.99 
GOF Guggenheim Strategic Opportunities Fund
-0.6%
-$669.4 
VOO Vanguard S&P 500 ETF
-0.6%
-$769,709.38 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$4,171.12 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$158,523.52 
ZTS Zoetis Inc.
-0.59%
-$2,974.09 
IVV iShares Core S&P 500 ETF
-0.59%
-$42,926.05 
UITB VictoryShares Core Intermediate Bond ETF
-0.59%
-$17,583.75 
IYH iShares U.S. Healthcare ETF
-0.59%
-$3,830.86 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.59%
-$6,568.56 
UAL United Airlines Holdings, Inc.
-0.59%
-$1,905.12 
UTHR United Therapeutics Corporation
-0.58%
-$1,666.48 
VYMI Vanguard International High Dividend Yield Index Fund
-0.58%
-$5,296.38 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$54,343.83 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.58%
-$34,341.75 
GILD Gilead Sciences Inc.
-0.58%
-$25,658.64 
ITM VanEck Intermediate Muni ETF
-0.58%
-$10,925.76 
JBND JPMorgan Active Bond ETF
-0.57%
-$14,220.6 
NCPB Nuveen Core Plus Bond ETF
-0.57%
-$85,301.3 
WPC W. P. Carey Inc.
-0.57%
-$1,768.4 
XLE Energy Select Sector SPDR Fund
-0.57%
-$12,360.59 
JHMD John Hancock Multifactor Developed International ETF
-0.57%
-$3,174.82 
MISL First Trust Indxx Aerospace & Defense ETF
-0.56%
-$33,385.68 
EMLP First Trust North American Energy Infrastructure Fund
-0.56%
-$24,587.71 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$20,810.7 
HUBB Hubbell Inc.
-0.55%
-$5,397.42 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$1,718.99 
APD Air Products and Chemicals, Inc.
-0.54%
-$4,885.59 
GPIX S&P 500 Core Premium Income Fund
-0.54%
-$1,318.8 
SNOW Snowflake Inc.
-0.54%
-$8,572.48 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$25,010.18 
MEDP Medpace Holdings Inc.
-0.54%
-$1,748.98 
BIZD VanEck BDC Income ETF
-0.54%
-$2,724.68 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$1,821.25 
DD DuPont de Nemours, Inc.
-0.53%
-$1,445.68 
OHI Omega Healthcare Investors Inc.
-0.53%
-$1,701.5 
FNK First Trust Mid Cap Value Fund
-0.53%
-$1,277.22 
DON WisdomTree U.S. MidCap Dividend Fund
-0.53%
-$1,629 
FMB First Trust Managed Municipal Fund
-0.53%
-$1,030.9 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.52%
-$2,472 
PAA Plains All American Pipeline, L.P.
-0.52%
-$1,241.6 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.52%
-$6,318 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.52%
-$580 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$1,473 
MGC Vanguard Mega Cap ETF
-0.51%
-$3,407.71 
SDY SPDR S&P Dividend ETF
-0.51%
-$8,870.16 
PFE Pfizer Inc.
-0.5%
-$24,247.44 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$31,114.8 
VUG Vanguard Growth ETF
-0.5%
-$16,600.32 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.5%
-$1,356.31 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$24,718.96 
CGCV Capital Group Conservative Equity ETF
-0.49%
-$1,168.8 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$5,404.8 
VDE Vanguard Energy ETF
-0.48%
-$3,253.84 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.48%
-$4,165.07 
CVX Chevron Corporation
-0.48%
-$118,735.31 
PGX Invesco Preferred ETF
-0.48%
-$582.75 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.47%
-$1,437.02 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$1,580.56 
OEF iShares S&P 100 ETF
-0.46%
-$1,112.39 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$1,323.19 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$3,074.4 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$7,636.23 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.45%
-$1,803.87 
WTRG Essential Utilities Inc.
-0.45%
-$1,109.6 
BUFB Innovator Laddered Allocation Buffer ETF
-0.45%
-$2,117.34 
ICE Intercontinental Exchange, Inc.
-0.44%
-$10,530.09 
TIP iShares TIPS Bond ETF
-0.44%
-$3,572.94 
JNK SPDR Bloomberg High Yield Bond ETF
-0.44%
-$2,504.95 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.44%
-$6,765.88 
CRM Salesforce Inc
-0.43%
-$38,884.65 
WAL Western Alliance Bancorporation
-0.43%
-$1,243.04 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$25,845.76 
ROCY JPMorgan Equity Premium Yield ETF
-0.42%
-$1,925.33 
CM Canadian Imperial Bank of Commerce
-0.42%
-$2,312.64 
GE General Electric Company
-0.42%
-$40,594.64 
TTE TotalEnergies SE
-0.41%
-$4,231.68 
RY Royal Bank of Canada
-0.41%
-$1,267.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$1,038.66 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$46,991 
BURL Burlington Stores Inc.
-0.4%
-$805.44 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.4%
-$1,015.8 
RECS Columbia Research Enhanced Core ETF
-0.4%
-$203,917.37 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.4%
-$884.16 
JAVA JPMorgan Active Value ETF
-0.39%
-$129,334.08 
MA Mastercard Incorporated
-0.39%
-$55,109.16 
RPM RPM International Inc.
-0.38%
-$3,690.94 
IUSV iShares Core S&P U.S. Value ETF
-0.38%
-$1,134.77 
IOO iShares Global 100 ETF
-0.36%
-$1,825.8 
FSMB First Trust Short Duration Managed Municipal ETF
-0.35%
-$2,220.19 
VRP Invesco Variable Rate Preferred ETF
-0.35%
-$8,267.69 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.35%
-$3,635.45 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$73,691.97 
JFLX JPMorgan Flexible Debt ETF
-0.34%
-$32,067.44 
AXP American Express Company
-0.34%
-$12,527.37 
JPM JPMorgan Chase & Co.
-0.33%
-$368,668.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$34,986.68 
BGIG Bahl & Gaynor Income Growth ETF
-0.33%
-$1,624.2 
FRT Federal Realty Investment Trust
-0.33%
-$761.52 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$8,212.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$5,127.41 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$1,521.26 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.32%
-$8,585.31 
CTVA Corteva Inc.
-0.32%
-$5,774.49 
LYB LyondellBasell Industries N.V.
-0.31%
-$1,283.2 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$24,403.68 
XLF Financial Select Sector SPDR Fund
-0.31%
-$3,094.54 
AWK American Water Works Company, Inc.
-0.31%
-$1,842.12 
SLAB Silicon Laboratories Inc.
-0.3%
-$60,648.4 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.3%
-$9,465.99 
RCL Royal Caribbean Group
-0.29%
-$3,546.75 
IWD iShares Russell 1000 Value ETF
-0.28%
-$3,640.94 
JPIE JPMorgan Income ETF
-0.28%
-$25,440.74 
MDT Medtronic plc
-0.28%
-$4,617.8 
JNJ Johnson & Johnson
-0.27%
-$194,475.84 
SBND Columbia Short Duration Bond ETF
-0.27%
-$2,153.15 
IDV iShares International Select Dividend ETF
-0.27%
-$1,425.72 
PREF Principal Spectrum Preferred Securities Active ETF
-0.27%
-$19,050.95 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.26%
-$675.27 
USTB VictoryShares Short-Term Bond ETF
-0.26%
-$840.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.25%
-$2,233.07 
ARMK Aramark
-0.25%
-$566.02 
WFC Wells Fargo & Company
-0.25%
-$14,077.37 
HLT Hilton Worldwide Holdings Inc.
-0.24%
-$1,035.87 
FTCS First Trust Capital Strength ETF
-0.24%
-$5,853.5 
DEW WisdomTree Global High Dividend Fund
-0.24%
-$990.75 
AFL Aflac Inc.
-0.23%
-$8,887.59 
NEE NextEra Energy, Inc.
-0.23%
-$12,581.99 
CME CME Group Inc.
-0.23%
-$667.8 
OXY Occidental Petroleum Corporation
-0.23%
-$2,709.42 
KMB Kimberly-Clark Corporation
-0.22%
-$2,933.92 
SPOT Spotify Technology S.A.
-0.22%
-$599.28 
NTES NetEase, Inc. American Depositary Receipt
-0.22%
-$448.5 
ECL Ecolab Inc.
-0.21%
-$2,381.99 
JPC Nuveen Preferred & Income Opportunities Fund
-0.21%
-$516.08 
GJUL FT Vest US Equity Moderate Class B
-0.19%
-$1,192.72 
HDV iShares Core High Dividend ETF
-0.19%
-$1,382.26 
JHHY John Hancock High Yield ETF
-0.18%
-$13,391.78 
AMZN Amazon.com Inc
-0.17%
-$194,513.42 
MCD McDonald's Corporation
-0.17%
-$15,780.16 
CL Colgate-Palmolive Company
-0.17%
-$3,983.52 
FXO First Trust Financials AlphaDEX Fund
-0.17%
-$4,750.35 
HPP HUDSON PACIFIC PROPERTIES INC
-0.17%
-$521.54 
TROW T. Rowe Price Group, Inc.
-0.17%
-$828.18 
BAC Bank of America Corporation
-0.15%
-$23,218.57 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$465.41 
BAC-PL Bank of America Corporation
-0.15%
-$1,056.9 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.15%
-$3,670.43 
HCA HCA Healthcare Inc.
-0.14%
-$365.04 
LLY Eli Lilly and Company
-0.13%
-$38,454.74 
TMUS T-Mobile US, Inc.
-0.13%
-$1,205.89 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.12%
-$295.14 
DVY iShares Select Dividend ETF
-0.12%
-$949.43 
ETHA iShares Ethereum Trust
-0.11%
-$291.5 
OKE ONEOK, Inc.
-0.1%
-$631.8 
VUSB Vanguard Ultra-Short Bond ETF
-0.1%
-$1,680.5 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$9,716.45 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$580.62 
TAP Molson Coors Beverage Company
-0.09%
-$190.19 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$1,647.86 
CVS CVS Health Corporation
-0.08%
-$2,331.22 
WMT Walmart Inc.
-0.08%
-$17,860.8 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$1,249.74 
IRDM Iridium Communications Inc.
-0.06%
-$191.19 
TEL TE Connectivity plc
-0.05%
-$152.78 
D Dominion Energy, Inc.
-0.05%
-$515.49 
V Visa Inc. Class A
-0.04%
-$23,134.07 
WELL Welltower Inc.
-0.04%
-$2,822.12 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$206.7 
VDC VANGUARD CONSUMER STAPLES ETF
-0.04%
-$124.4 
FTSM First Trust Enhanced Short Maturity Fund
-0.03%
-$1,777.56 
PEP PepsiCo, Inc.
-0.03%
-$3,051 
PECO Phillips Edison & Company, Inc.
-0.03%
-$49.94 
KEY KeyCorp
-0.02%
-$116.22 
COST Costco Wholesale Corporation
-0.02%
-$6,992.5 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$2,684.38 
GRMN Garmin Ltd.
-0.01%
-$219.96 
NSC Norfolk Southern Corporation
-0.01%
-$165.34 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$26.32 Events
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Dividends
Dividend Analysis
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| Trades 6841 | Longs Won 4705/6841 68% | Profit Factor 11.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.24M |
| Average Win $348,070.37 | Best Trade (Sep 04) $136.83M | Sharpe Ratio -11.1 |
| Average Loss -$67,086.68 | Worst Trade (Jun 30) -$20.09M | Z-Score 27.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $218,443.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4,213 | $523,590.22 | $603,048.82 | - | $79,458.6 | 15.18% | -1.112% |
| AA Alcoa Corporation | 4,446 | $294,905.81 | $214,786.26 | - | -$80,119.55 | -27.17% | -4.77% |
| AAPL Apple Inc. | 859,143 | $171.34M | $280.63M | - | $109.29M | 63.79% | +3.585% |
| ABBV AbbVie Inc. | 130,459 | $25.75M | $33.27M | - | $7.52M | 29.2% | +1.624% |
| ABNB Airbnb, Inc. | 6,913 | $901,280.67 | $1.16M | - | $257,683.78 | 28.59% | -1.167% |
| ABT Abbott Laboratories | 58,766 | $6.72M | $6.07M | - | -$648,676.37 | -9.65% | -1.768% |
| ACGL Arch Capital Group Ltd | 3,892 | $358,275.76 | $374,410.4 | - | $16,134.64 | 4.5% | +0.088% |
| ACMR Acm Research Inc. | 3,237 | $410,743 | $234,326.43 | - | -$176,416.57 | -42.95% | -1.95% |
| ACN Accenture plc Class A | 5,253 | $1.57M | $934,718.82 | - | -$636,786.23 | -40.52% | +1.217% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 41,261 | $1.99M | $2.5M | - | $506,423.22 | 25.47% | -0.624% |
| ACWI iShares MSCI ACWI ETF | 1,985 | $223,114 | $315,198.15 | - | $92,084.15 | 41.27% | -0.849% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 29,031 | $603,556 | $600,651.39 | - | -$2,904.61 | -0.48% | -0.097% |
| ADBE Adobe Inc. | 6,088 | $2.45M | $1.51M | - | -$930,358.18 | -38.05% | -2.358% |
| ADI Analog Devices, Inc. | 14,016 | $2.84M | $5.06M | - | $2.23M | 78.4% | -1.046% |
| ADM Archer-Daniels-Midland Co | 4,746 | $277,443.69 | $412,474.86 | - | $135,031.17 | 48.67% | +0.416% |
| ADP Automatic Data Processing Inc. | 8,981 | $2.08M | $2.4M | - | $325,099.95 | 15.66% | +0.822% |
| AEIS Advanced Energy Industries Inc. | 827 | $270,794.1 | $226,382.98 | - | -$44,411.12 | -16.4% | -4.126% |
| AEP American Electric Power Company, Inc. | 5,041 | $543,990.53 | $622,412.27 | - | $78,421.74 | 14.42% | -0.963% |
| AFG American Financial Group Inc. | 4,428 | $533,671.93 | $627,350.18 | - | $93,678.25 | 17.55% | +0.853% |
| AFL Aflac Inc. | 32,917 | $2.77M | $3.77M | - | $998,361.41 | 36.05% | -0.235% |
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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 Loni Adams?
The largest contributions to the portfolio's profits come from the following stocks: The Goldman Sachs Group, Inc - $43.59M, Microsoft Corp - $29.43M, NVIDIA Corporation - $24.53M, Apple Inc - $20.84M, and International Business Machines Corporation - $19.9M. 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: UnitedHealth Group Incorporated - $19.36M, CVS Health Corporation - $5.92M, Devon Energy Corporation - $4.18M, United Parcel Service, Inc - $2.77M, and Dow Inc - $2.69M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Loni Adams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $165.62M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $7.86M, Amgen Inc - $6.07M, JPMorgan Chase & Co - $5.28M, Johnson & Johnson - $4.42M, and Microsoft Corp - $3.79M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Loni Adams's monthly returns?
Loni Adams'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 Loni Adams's strategy be considered aggressive or moderate?
Loni Adams'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 Loni Adams's strategy?
Loni Adams'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.
