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:
142.93%
Gain -1.01%
Monthly
2.52%
Yearly
34.79%
Drawdown
30.91%
$3.57B
Equity
Holdings
$3.57B
Investment
$2.43B
$1.4B
Profit -$12.53M
Realized
$266.32M
Unrealized
$1.13B
Dividends
$157.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$12.53M
Win %
75%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$12.53M
Win %
75%
This Month
Compared to last month
Gain
0.14%
Profit
$5.08M
Win %
75%
This Year
Compared to last year
Gain
12.17%
Profit
$386.94M
Win %
75%
BE Bloom Energy Corporation
+11.06%
+$337,439.94 
SNDK SanDisk Corporation
+10.07%
+$59,101.1 
TER Teradyne, Inc.
+9.03%
+$66,510.9 
WDC Western Digital Corporation
+8.53%
+$92,174.52 
MMM 3M Company
+8.38%
+$1.55M 
CRCL Circle Internet Group, Inc.
+8.13%
+$18,391.24 
MU Micron Technology, Inc.
+7.92%
+$288,690.4 
STX Seagate Technology Holdings plc
+7.39%
+$75,988.91 
AMAT Applied Materials, Inc.
+6.93%
+$791,294.6 
HOOD Robinhood Markets, Inc.
+6.62%
+$38,881.26 
COHR Coherent Corp.
+6.07%
+$65,386.13 
DELL Dell Technologies Inc.
+5.88%
+$39,574.52 
INTC Intel Corporation
+5.69%
+$508,817.22 
LITE Lumentum Holdings Inc.
+5.61%
+$17,398.8 
MRVL Marvell Technology, Inc.
+5.32%
+$34,666.94 
AMD Advanced Micro Devices, Inc.
+4.74%
+$1.42M 
DEFT Defi Technologies Inc.
+4.55%
+$220.04 
LRCX Lam Research Corporation
+4.01%
+$77,771.12 
KLAC KLA Corporation
+3.92%
+$21,014.1 
HPE Hewlett Packard Enterprise Company
+3.87%
+$23,237.47 
FTXL First Trust Nasdaq Semiconductor ETF
+3.87%
+$375,001.58 
KEYS Keysight Technologies, Inc.
+3.71%
+$20,912.64 
AEIS Advanced Energy Industries Inc.
+3.69%
+$7,767.12 
FLEX Flex Ltd.
+3.68%
+$158,935.58 
ANET Arista Networks, Inc.
+3.58%
+$23,594.05 
WAT Waters Corporation
+3.44%
+$10,393.5 
SLV iShares Silver Trust
+3.43%
+$10,713.5 
ASML ASML Holding N.V. New York Registry Shares
+3.36%
+$456,882.86 
HPP HUDSON PACIFIC PROPERTIES INC
+3.36%
+$12,375 
FCX Freeport-McMoRan Inc.
+3.27%
+$32,184.96 
MLI Mueller Industries Inc.
+3.2%
+$8,714.63 
WPM Wheaton Precious Metals Corp.
+3.14%
+$8,388.33 
Q Qnity Electronics Inc.
+3.11%
+$17,606.16 
NTAP NetApp, Inc.
+3.1%
+$55,798.18 
FIX Comfort Systems USA, Inc.
+3.09%
+$32,034.75 
ORCL Oracle Corporation
+3.05%
+$441,169.17 
NVS Novartis AG Sponsored ADR
+2.94%
+$144,488.4 
GLW Corning Incorporated
+2.94%
+$36,238.42 
TXN Texas Instruments Inc
+2.72%
+$73,264.94 
VRT Vertiv Holdings Co
+2.71%
+$56,081.9 
GSC Goldman Sachs Small Cap Core Equity ETF
+2.69%
+$12,456.5 
MRSH Marsh & McLennan Companies, Inc.
+2.68%
+$29,938.8 
NVT nVent Electric plc
+2.53%
+$16,824.64 
QRVO Qorvo Inc.
+2.47%
+$7,439.08 
TTE TotalEnergies SE
+2.46%
+$22,966.45 
PR Permian Resources Corporation
+2.32%
+$4,980.59 
KMX CarMax Inc.
+2.27%
+$9,620.25 
GM General Motors Company
+2.27%
+$10,175.52 
MTZ MasTec, Inc. Common Stock
+2.25%
+$36,291.82 
ADI Analog Devices, Inc.
+2.22%
+$115,401.9 
BETR Better Home & Finance Holding Company Ordinary Shares - Class A
+2.22%
+$3,071.22 
SJM The J.M. Smucker Company
+2.22%
+$180,183.91 
APH Amphenol Corporation
+2.19%
+$40,983.33 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+2.19%
+$286,219.03 
FIVE Five Below, Inc.
+2.13%
+$6,960 
NBIX Neurocrine Biosciences Inc.
+2.13%
+$19,198.56 
ARM Arm Holdings plc American Depositary Receipt
+2.09%
+$8,749.02 
STLD Steel Dynamics Inc.
+2.06%
+$11,447.8 
BITO ProShares Bitcoin ETF
+2.04%
+$2,794.5 
AQST Aquestive Therapeutics Inc.
+2.03%
+$3,062.24 
EEM iShares MSCI Emerging Markets ETF
+2.02%
+$27,881.93 
CCJ Cameco Corporation
+2.01%
+$3,658.93 
CEF Sprott Physical Gold and Silver Trust
+1.99%
+$6,827.15 
NEM Newmont Corporation
+1.97%
+$7,325.12 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.95%
+$14,286.55 
IEMG iShares Core MSCI Emerging Markets ETF
+1.95%
+$9,595.88 
CHRD Chord Energy Corp
+1.93%
+$3,944.16 
AIQ Global X Artificial Intelligence & Technology ETF
+1.91%
+$9,299.9 
GEV GE Vernova Inc.
+1.9%
+$212,745.72 
IBIT iShares Bitcoin Trust
+1.88%
+$4,885.85 
KMT Kennametal Inc.
+1.88%
+$13,850.62 
CAT Caterpillar Inc.
+1.85%
+$144,389.79 
XLK State Street Technology Select Sector SPDR ETF
+1.84%
+$122,403.58 
YMAX YieldMax Universe Fund of Option Income ETFs
+1.79%
+$1,774.71 
DAR Darling Ingredients Inc.
+1.78%
+$4,638.65 
VLUE iShares MSCI USA Value Factor ETF
+1.76%
+$8,904.42 
SLDP Solid Power, Inc.
+1.75%
+$2,399.62 
A Agilent Technologies Inc.
+1.71%
+$8,525.29 
TSLA Tesla, Inc.
+1.71%
+$162,911.32 
UI Ubiquiti Inc.
+1.69%
+$20,236.49 
JEF Jefferies Financial Group Inc.
+1.69%
+$9,350.22 
NVDA NVIDIA Corporation
+1.68%
+$3.41M 
IONQ IonQ, Inc.
+1.67%
+$6,704.34 
CMI Cummins Inc.
+1.63%
+$75,389.29 
VGT Vanguard Information Technology ETF
+1.62%
+$71,774.72 
PSX Phillips 66
+1.6%
+$290,466.42 
CF CF Industries Holdings, Inc.
+1.58%
+$4,533.65 
XME SPDR S&P Metals & Mining ETF
+1.58%
+$12,633.47 
MPC Marathon Petroleum Corporation
+1.56%
+$46,479.78 
FV First Trust Dorsey Wright Focus 5 ETF
+1.55%
+$63,175.68 
C Citigroup Inc.
+1.55%
+$34,348 
RYZ Ryerson Holding Corporation
+1.55%
+$4,940.55 
CGGO Capital Group Global Growth Equity ETF
+1.51%
+$5,574.32 
IYW iShares U.S. Technology ETF
+1.5%
+$12,319.23 
RBC RBC Bearings Incorporated
+1.49%
+$5,278.5 
FTEC Fidelity MSCI Information Technology Index ETF
+1.49%
+$17,879.08 
EME EMCOR Group, Inc.
+1.47%
+$8,336.28 
VLO Valero Energy Corporation
+1.46%
+$44,331.75 
WCMI First Trust WCM International Equity ETF
+1.44%
+$43,499.7 
EOG EOG Resources, Inc.
+1.42%
+$7,898.02 
OXY Occidental Petroleum Corporation
+1.41%
+$8,106.54 
CEG Constellation Energy Corporation
+1.4%
+$7,030.44 
WRB W.R. Berkley Corporation
+1.39%
+$4,415.72 
CGXU Capital Group International Focus Equity ETF
+1.39%
+$206,455.36 
KREF KKR Real Estate Finance Trust Inc.
+1.38%
+$1,454.5 
JGRO JPMorgan Active Growth ETF
+1.37%
+$566,138.06 
FDX FedEx Corporation
+1.36%
+$51,571.52 
TTC The Toro Company
+1.36%
+$3,280.41 
SNX TD Synnex Corporation
+1.34%
+$7,536 
WS Worthington Steel, Inc.
+1.33%
+$3,532.99 
SPEM SPDR Portfolio Emerging Markets ETF
+1.32%
+$181,832.28 
VKTX Viking Therapeutics Inc.
+1.32%
+$3,840 
ADM Archer-Daniels-Midland Co
+1.31%
+$6,039 
UNH UnitedHealth Group Incorporated
+1.31%
+$27,379.25 
HPQ HP Inc.
+1.3%
+$4,144.77 
TIC Acuren Corporation
+1.3%
+$1,053.91 
ISRG Intuitive Surgical, Inc.
+1.29%
+$31,609.85 
CRS Carpenter Technology Corporation
+1.28%
+$4,859.25 
MEDP Medpace Holdings Inc.
+1.27%
+$4,823.49 
FTC First Trust Large Cap Growth Fund
+1.26%
+$4,577.28 
TPL Texas Pacific Land Corporation
+1.26%
+$36,300.37 
MS Morgan Stanley
+1.26%
+$23,799.02 
XOM Exxon Mobil Corporation
+1.26%
+$468,829.57 
TEL TE Connectivity plc
+1.24%
+$3,265.51 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$134,212.91 
VWO Vanguard FTSE Emerging Markets ETF
+1.21%
+$39,585 
GS The Goldman Sachs Group, Inc.
+1.19%
+$388,650.93 
COP ConocoPhillips
+1.18%
+$18,679.95 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.13%
+$37,512.42 
AVGO Broadcom Inc.
+1.12%
+$608,988.36 
BST BlackRock Science and Technology Trust
+1.12%
+$3,017.37 
CSCO Cisco Systems, Inc.
+1.11%
+$395,607.36 
RIG Transocean Ltd.
+1.1%
+$791.34 
WWD Woodward Inc.
+1.09%
+$3,158.64 
ILCG iShares Morningstar Growth ETF
+1.09%
+$23,587.37 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.07%
+$22,461.8 
PAA Plains All American Pipeline, L.P.
+1.07%
+$2,391.22 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.05%
+$11,162.6 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.03%
+$7,269.15 
NRG NRG Energy, Inc.
+1.03%
+$4,840.08 
BP BP p.l.c. Sponsored ADR
+1.02%
+$5,020.68 
IWF iShares Russell 1000 Growth ETF
+1.02%
+$4,894.64 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.01%
+$5,752.27 
GLD SPDR Gold Shares
+1%
+$29,312.86 
VCTR Victory Capital Holdings, Inc. Class A
+0.98%
+$31,024.75 
GLDM SPDR Gold MiniShares Trust
+0.98%
+$7,421.4 
IAU iShares Gold Trust
+0.97%
+$4,664.31 
EXPD Expeditors International of Washington, Inc.
+0.97%
+$12,982.56 
ASO Academy Sports and Outdoors, Inc.
+0.96%
+$6,907.82 
UPS United Parcel Service, Inc.
+0.95%
+$17,016.1 
ARKG ARK Genomic Revolution ETF
+0.94%
+$3,168.36 
AR Antero Resources Corporation
+0.93%
+$2,498.91 
F Ford Motor Company
+0.93%
+$3,565.51 
OHI Omega Healthcare Investors Inc.
+0.93%
+$3,198.84 
IWP iShares Russell Mid-Cap Growth ETF
+0.91%
+$2,425.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.88%
+$3,827.39 
CNC Centene Corporation
+0.87%
+$7,403.73 
ILDR First Trust Innovation Leaders ETF
+0.86%
+$12,179.52 
VEU Vanguard FTSE All-World ex-US ETF
+0.86%
+$35,679.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.86%
+$16,678.44 
SNOW Snowflake Inc.
+0.85%
+$13,379.44 
XBI SPDR S&P Biotech ETF
+0.84%
+$22,542.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.84%
+$11,081.66 
CCD Calamos Dynamic Convertible and Income Fund
+0.83%
+$2,761.5 
HUBB Hubbell Inc.
+0.83%
+$8,713.71 
EFG iShares MSCI EAFE Growth ETF
+0.82%
+$4,288.05 
ELV Elevance Health, Inc.
+0.81%
+$2,341.16 
NET Cloudflare Inc.
+0.81%
+$10,599.6 
CGGR Capital Group Growth ETF
+0.81%
+$112,636.81 
JCE Nuveen Core Equity Alpha Fund
+0.8%
+$1,402.7 
VOT Vanguard Mid-Cap Growth ETF
+0.79%
+$9,574.64 
ESLT Elbit Systems Ltd.
+0.78%
+$2,267.52 
BMNR Bitmine Immersion Technologies, Inc.
+0.78%
+$3,022.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$44,464.16 
GSK GSK plc Sponsored ADR
+0.76%
+$3,439.38 
IRM Iron Mountain Inc.
+0.76%
+$4,517.64 
SHEL Shell plc
+0.75%
+$5,887.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.75%
+$4,187.31 
EQT EQT Corporation
+0.73%
+$16,039.44 
SCHW Charles Schwab Corporation
+0.73%
+$37,870.5 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.73%
+$1,630.02 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.72%
+$1,946.01 
LSTR Landstar System Inc.
+0.71%
+$2,825.23 
WES Western Midstream Partners, LP
+0.71%
+$16,181.88 
GRMN Garmin Ltd.
+0.71%
+$12,388.53 
MRK Merck & Co., Inc.
+0.71%
+$71,823.84 
ETN Eaton Corporation plc
+0.68%
+$98,992.53 
JHMD John Hancock Multifactor Developed International ETF
+0.68%
+$3,853.2 
VOOG Vanguard S&P 500 Growth ETF
+0.68%
+$5,834.4 
MGK Vanguard Mega Cap Growth ETF
+0.67%
+$1,977.8 
MIR Mirion Technologies, Inc.
+0.67%
+$1,852.2 
XT iShares Future Exponential Technologies ETF
+0.67%
+$48,511.96 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.66%
+$13,781 
SCHV Schwab U.S. Large-Cap Value ETF
+0.62%
+$2,955.02 
SSO ProShares Ultra S&P500
+0.62%
+$3,712.14 
AA Alcoa Corporation
+0.61%
+$1,301.12 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.61%
+$4,800.07 
IEV iShares Europe ETF
+0.61%
+$5,667.64 
PWR Quanta Services Inc.
+0.61%
+$216,252.64 
CVX Chevron Corporation
+0.6%
+$104,637.4 
CAH Cardinal Health Inc.
+0.6%
+$1,367.55 
IEFA iShares Core MSCI EAFE ETF
+0.6%
+$8,886.87 
DVN Devon Energy Corporation
+0.59%
+$2,077.66 
DOW Dow Inc.
+0.59%
+$3,404.34 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.58%
+$232,964.23 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.58%
+$36,173.61 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.57%
+$638 
DD DuPont de Nemours, Inc.
+0.57%
+$1,670.39 
VT Vanguard Total World Stock ETF
+0.57%
+$15,143.04 
EFA iShares MSCI EAFE ETF
+0.56%
+$17,199.32 
XLE Energy Select Sector SPDR Fund
+0.55%
+$7,596.16 
JGLO JPMorgan Global Select Equity ETF
+0.55%
+$6,073.86 
ACWI iShares MSCI ACWI ETF
+0.54%
+$1,667.4 
IWV ISHARES RUSSELL 3000 ETF
+0.54%
+$2,697.24 
VTR Ventas Inc.
+0.54%
+$1,759.16 
BX Blackstone Inc.
+0.54%
+$13,317.29 
JVAL JPMorgan U.S. Value Factor ETF
+0.52%
+$17,748.9 
JCI Johnson Controls International plc
+0.52%
+$20,874.92 
EXE Expand Energy Corporation
+0.52%
+$1,656 
EQIX Equinix, Inc.
+0.51%
+$1,266.65 
MFC Manulife Financial Corporation
+0.51%
+$7,179.06 
VBK Vanguard Small-Cap Growth ETF
+0.51%
+$3,332.93 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.49%
+$40,772.38 
VUG Vanguard Growth ETF
+0.48%
+$24,716.41 
META Meta Platforms Inc Class A
+0.48%
+$50,832.65 
CGUS Capital Group Core Equity ETF
+0.47%
+$1,340.49 
RDVY First Trust Rising Dividend Achievers ETF
+0.46%
+$91,826.97 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.44%
+$41,990.31 
TROW T. Rowe Price Group, Inc.
+0.44%
+$2,460.24 
IWO iShares Russell 2000 Growth ETF
+0.43%
+$1,641.26 
ET Energy Transfer L.P.
+0.42%
+$17,009.01 
EPS WisdomTree U.S. LargeCap Fund
+0.42%
+$7,604.68 
MOS Mosaic Company
+0.4%
+$995.31 
QCOM QUALCOMM Incorporated
+0.39%
+$83,811.21 
CDW CDW Corporation
+0.38%
+$1,425.6 
VYMI Vanguard International High Dividend Yield Index Fund
+0.38%
+$3,272.56 
UAL United Airlines Holdings, Inc.
+0.37%
+$1,374.56 
CI The Cigna Group
+0.37%
+$2,872.6 
BUFB Innovator Laddered Allocation Buffer ETF
+0.37%
+$1,705.63 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.37%
+$4,071.41 
CG The Carlyle Group Inc.
+0.36%
+$3,311.04 
VIK Viking Holdings Ltd
+0.35%
+$1,968.6 
HON Honeywell International Inc.
+0.35%
+$13,176.97 
IVV iShares Core S&P 500 ETF
+0.35%
+$25,103 
VONE Vanguard Russell 1000 ETF
+0.34%
+$3,844.91 
FTGS First Trust Growth Strength ETF
+0.33%
+$764.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.33%
+$13,803.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$3,254.58 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$86,231.7 
RECS Columbia Research Enhanced Core ETF
+0.33%
+$140,978.57 
IWM iShares Russell 2000 ETF
+0.33%
+$35,756.1 
RNW Renew Energy Global Plc
+0.32%
+$8,620.7 
WFC Wells Fargo & Company
+0.32%
+$16,915.92 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.32%
+$6,699.29 
GJUL FT Vest US Equity Moderate Class B
+0.32%
+$2,549.12 
JQUA JPMorgan U.S. Quality Factor ETF
+0.32%
+$1,055.47 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$881.37 
FEX First Trust Large Cap Core Fund A
+0.32%
+$2,094.1 
SCHB Schwab U.S. Broad Market ETF
+0.31%
+$2,100.15 
HWM Howmet Aerospace Inc.
+0.31%
+$4,105.13 
VOO Vanguard S&P 500 ETF
+0.3%
+$307,032.96 
VO Vanguard Mid-Cap ETF
+0.3%
+$32,833 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$18,235.18 
CR Crane NXT Co.
+0.29%
+$1,047.06 
CVS CVS Health Corporation
+0.29%
+$9,363.24 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.29%
+$3,292.28 
IOO iShares Global 100 ETF
+0.29%
+$1,414.14 
BNY BlackRock New York Municipal Income Trust
+0.28%
+$3,821.22 
JPM JPMorgan Chase & Co.
+0.28%
+$258,237.55 
LYB LyondellBasell Industries N.V.
+0.28%
+$691.9 
SCHX Schwab U.S. Large-Cap ETF
+0.27%
+$3,115.44 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.26%
+$1,513.6 
GPIX S&P 500 Core Premium Income Fund
+0.26%
+$615.44 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.25%
+$809.64 
EVR Evercore Inc.
+0.25%
+$720.72 
NTRS Northern Trust Corporation
+0.25%
+$963.9 
CBT Cabot Corporation
+0.24%
+$709.93 
AMLP Alerian MLP ETF
+0.24%
+$4,682.08 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.24%
+$1,142.1 
GOF Guggenheim Strategic Opportunities Fund
+0.23%
+$306.82 
OEF iShares S&P 100 ETF
+0.23%
+$552.12 
RXT Rackspace Technology, Inc.
+0.23%
+$163.74 
ABBV AbbVie Inc.
+0.23%
+$48,272.73 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$17,133.9 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.21%
+$2,513.78 
NDSN Nordson Corporation
+0.21%
+$466.66 
IDHQ Invesco S&P International Developed Quality ETF
+0.21%
+$1,208.79 
ARCC Ares Capital Corporation
+0.21%
+$930.98 
DLR Digital Realty Trust, Inc.
+0.2%
+$768.58 
PH Parker-Hannifin Corporation
+0.2%
+$46,920.5 
BAC Bank of America Corporation
+0.2%
+$7,010.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.2%
+$2,940.65 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.2%
+$2,006.32 
IJS iShares S&P Small-Cap 600 Value ETF
+0.2%
+$749.79 
SOLS Sollensys Corp
+0.2%
+$655.82 
IBB iShares Biotechnology ETF
+0.19%
+$441.36 
XBFR Innovator Equity Managed 10 Buffer ETF
+0.19%
+$5,304.35 
IJH iShares Core S&P Mid-Cap ETF
+0.19%
+$4,947.6 
VB Vanguard Small-Cap ETF
+0.18%
+$41,781.42 
PFE Pfizer Inc.
+0.18%
+$7,850.61 
MDY SPDR S&P MidCap 400 ETF Trust
+0.18%
+$10,248 
PLD Prologis Inc.
+0.17%
+$1,365.5 
KKR KKR & Co. Inc.
+0.17%
+$1,744.64 
FTXR First Trust Nasdaq Transportation ETF
+0.16%
+$5,367.6 
VTV Vanguard Value ETF
+0.16%
+$3,382.66 
GE General Electric Company
+0.15%
+$15,936.87 
GEW Cambria Global Equal Weight ETF
+0.15%
+$2,226.91 
AHRT AMERICAN HEALTHCARE REIT INC
+0.14%
+$163.44 
EBAY eBay Inc.
+0.14%
+$361.12 
PAYO Payoneer Global Inc.
+0.14%
+$128.23 
DAL Delta Air Lines, Inc.
+0.13%
+$739.42 
IDV iShares International Select Dividend ETF
+0.13%
+$669.08 
IWN iShares Russell 2000 Value ETF
+0.13%
+$1,087.85 
LLY Eli Lilly and Company
+0.12%
+$20,483.25 
VCR Vanguard Consumer Discretionary ETF
+0.12%
+$2,196.9 
CB Chubb Limited
+0.1%
+$8,632.1 
MUST Columbia Multi-Sector Municipal Income ETF
+0.1%
+$1,525.66 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$556.62 
WELL Welltower Inc.
+0.09%
+$422.84 
RVT Royce Small-Cap Trust, Inc.
+0.08%
+$328.95 
FDN First Trust Dow Jones Internet Index Fund
+0.08%
+$8,481.37 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.08%
+$188.16 
APD Air Products and Chemicals, Inc.
+0.08%
+$1,292.37 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.08%
+$276.75 
SBND Columbia Short Duration Bond ETF
+0.07%
+$552.34 
SLAB Silicon Laboratories Inc.
+0.07%
+$13,347.15 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.06%
+$150.06 
VIS Vanguard Industrials ETF
+0.06%
+$276.12 
BGIG Bahl & Gaynor Income Growth ETF
+0.06%
+$269.9 
LECO Lincoln Electric Holdings, Inc.
+0.05%
+$615.72 
RBLX Roblox Corporation
+0.05%
+$93.35 
AVUV Avantis U.S. Small Cap Value ETF
+0.04%
+$4,767.84 
MMIT NYLI MacKay Muni Intermediate ETF
+0.04%
+$102.8 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$4,254.76 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$155.03 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$467.18 
JEPI JPMorgan Equity Premium Income Fund
+0.03%
+$1,383.63 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$116.22 
TFC Truist Financial Corporation
+0.02%
+$116.64 
NFLX Netflix, Inc.
+0.01%
+$344.48 
EWX SPDR S&P Emerging Markets Small Cap ETF
0%
+$2.8 
AL Air Lease Corporation
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.06 
CSNR Cohen & Steers Natural Resources Active ETF
0%
$0 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FEOE First Eagle Overseas Equity ETF
0%
$0 
FTOH Franklin Ohio Municipal Income ETF
0%
$0 
FXL First Trust Technology AlphaDEX Fund
0%
$0 
IBFR Innovator International Developed 10 Buffer ETF
0%
$0 
INQQ INQQ The India Internet ETF
0%
$0 
JHHY John Hancock High Yield ETF
0%
$0 
JPIN JPMorgan Diversified Return International Equity ETF
0%
$0 
KBFR Innovator U.S. Small Cap Managed 10 Buffer ETF
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NBFR Innovator Nasdaq-100 Managed 10 Buffer ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WCME First Trust WCM Developing World Equity ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
DHR Danaher Corporation
-14.45%
-$379,058.64 
MSCI MSCI Inc.
-9.88%
-$28,894.32 
EFX Equifax Inc.
-7.49%
-$18,926.47 
HAL Halliburton Company
-6.27%
-$19,694.4 
NOC Northrop Grumman Corporation
-4.15%
-$200,094.96 
SPGI S&P Global Inc.
-3.04%
-$42,381.57 
TMO Thermo Fisher Scientific Inc.
-3.01%
-$153,614.13 
FDS FactSet Research Systems Inc.
-2.97%
-$11,308.8 
HUBS HubSpot, Inc.
-2.68%
-$7,526.66 
LMT Lockheed Martin Corporation
-2.56%
-$104,124.48 
EVGO EVgo, Inc.
-2.47%
-$413 
GILD Gilead Sciences Inc.
-2.42%
-$100,404.86 
CHWY Chewy Inc.
-2.41%
-$5,200.89 
PFG Principal Financial Group, Inc.
-2.39%
-$10,253.67 
PGR Progressive Corporation
-2.37%
-$859,077.62 
ARHS Arhaus, Inc.
-2.34%
-$10,574.02 
WM Waste Management, Inc.
-2.32%
-$35,647.67 
XYL Xylem Inc.
-2.25%
-$10,384.72 
S SentinelOne Inc.
-2.21%
-$4,732.15 
SYK Stryker Corporation
-2.21%
-$328,262.24 
SITE SiteOne Landscape Supply Inc.
-2.2%
-$4,160.66 
RSG Republic Services, Inc.
-2.19%
-$8,757.94 
ADBE Adobe Inc.
-2.19%
-$50,699.89 
OTIS Otis Worldwide Corporation
-2.16%
-$15,321.24 
SHOP Shopify Inc.
-2.11%
-$4,957.55 
LHX L3Harris Technologies, Inc.
-2.1%
-$163,453.32 
BR Broadridge Financial Solutions, Inc.
-1.99%
-$5,477.24 
IT Gartner Inc.
-1.98%
-$7,580.43 
LDOS Leidos Holdings Inc.
-1.95%
-$25,034.02 
ZTS Zoetis Inc.
-1.94%
-$11,279.33 
TMUS T-Mobile US, Inc.
-1.93%
-$15,307.62 
MDT Medtronic plc
-1.9%
-$84,718.25 
CHKP Check Point Software Technologies Ltd.
-1.89%
-$23,452.16 
INTU Intuit Inc.
-1.85%
-$5,799.04 
LYV Live Nation Entertainment, Inc.
-1.85%
-$6,680 
MDLZ Mondelez International, Inc.
-1.81%
-$15,736.33 
ROP Roper Technologies Inc.
-1.7%
-$6,077.45 
CME CME Group Inc.
-1.69%
-$4,330.44 
CPRT Copart Inc.
-1.67%
-$4,330.44 
YUM Yum! Brands, Inc.
-1.64%
-$9,445.07 
CRM Salesforce Inc
-1.63%
-$101,880 
STE STERIS plc
-1.62%
-$110,568.08 
HD The Home Depot, Inc.
-1.61%
-$400,368.3 
MANH Manhattan Associates Inc.
-1.6%
-$5,535.85 
VRSN Verisign Inc.
-1.6%
-$5,776.44 
CARR Carrier Global Corporation
-1.58%
-$64,445.88 
VFC V.F. Corporation
-1.54%
-$2,732.34 
TW Tradeweb Markets Inc.
-1.51%
-$3,176.41 
ICE Intercontinental Exchange, Inc.
-1.51%
-$28,742.34 
EXLS ExlService Holdings Inc.
-1.51%
-$3,439.1 
UL Unilever PLC Sponsored American Depositary Receipt
-1.5%
-$6,535.11 
COO The Cooper Companies, Inc.
-1.48%
-$3,723.78 
RPM RPM International Inc.
-1.48%
-$15,088.5 
NYT New York Times Co.
-1.47%
-$4,690.86 
LH Labcorp Holdings Inc.
-1.47%
-$34,312.04 
PB Prosperity Bancshares Inc.
-1.44%
-$4,670.4 
BSX Boston Scientific Corporation
-1.42%
-$5,888.76 
ZBH Zimmer Biomet Holdings, Inc.
-1.4%
-$7,227.36 
PANW Palo Alto Networks, Inc.
-1.4%
-$582,349.73 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-1.38%
-$16,109.1 
ABT Abbott Laboratories
-1.38%
-$94,659.6 
ECL Ecolab Inc.
-1.36%
-$15,532.27 
LEN Lennar Corporation
-1.36%
-$3,768.55 
HBAN Huntington Bancshares Incorporated
-1.36%
-$9,679.42 
BF-A Brown-Forman Corporation
-1.33%
-$7,225.92 
OMC Omnicom Group Inc.
-1.33%
-$3,600.36 
IDXX IDEXX Laboratories, Inc.
-1.32%
-$4,632.66 
CL Colgate-Palmolive Company
-1.32%
-$26,676.87 
VEEV Veeva Systems Inc.
-1.31%
-$3,347.57 
CSX CSX Corporation
-1.3%
-$10,438.35 
ADSK Autodesk, Inc.
-1.29%
-$2,531.81 
GWW W.W. Grainger, Inc.
-1.29%
-$10,213.56 
SHW The Sherwin-Williams Company
-1.26%
-$911,443.44 
UNP Union Pacific Corporation
-1.26%
-$84,440.28 
MO Altria Group, Inc.
-1.25%
-$28,542.74 
CRH CRH plc
-1.23%
-$3,071.31 
V Visa Inc. Class A
-1.22%
-$444,229.41 
AMT American Tower Corporation
-1.21%
-$6,785.18 
SLB Schlumberger Limited
-1.21%
-$5,262.88 
WHR Whirlpool Corporation
-1.21%
-$4,473.14 
GD General Dynamics Corporation
-1.2%
-$40,724.35 
ALB Albemarle Corporation
-1.19%
-$2,223.57 
MA Mastercard Incorporated
-1.19%
-$59,169.33 
BDX Becton, Dickinson and Company
-1.18%
-$4,914.73 
MCD McDonald's Corporation
-1.17%
-$108,509.33 
OSG Octave Specialty Group, Inc.
-1.14%
-$1,021.72 
TJX The TJX Companies, Inc.
-1.14%
-$44,161.5 
BJ BJ's Wholesale Club Holdings, Inc.
-1.12%
-$4,662 
TGT Target Corporation
-1.12%
-$90,152.4 
DG Dollar General Corporation
-1.11%
-$3,727.38 
VZ Verizon Communications Inc.
-1.1%
-$68,892.48 
PYPL PayPal Holdings Inc
-1.1%
-$7,808.12 
BF-B Brown-Forman Corporation
-1.1%
-$6,620.41 
LOW Lowe's Companies Inc.
-1.09%
-$54,064.36 
KR Kroger Co.
-1.08%
-$56,555.73 
KMB Kimberly-Clark Corporation
-1.07%
-$16,186.51 
SAIC Science Applications International Corporation Common Stock
-1.07%
-$5,356.23 
BFAM Bright Horizons Family Solutions Inc.
-1.05%
-$2,264.07 
FERG Ferguson Enterprises Inc
-1.04%
-$2,633.78 
RKT Rocket Companies, Inc. Class A
-1.04%
-$1,451.16 
EW Edwards Lifesciences Corporation
-1.03%
-$6,100.16 
PCOR Procore Technologies Inc.
-1.03%
-$2,151.28 
DEO Diageo plc Sponsored ADR
-1%
-$4,513.99 
ED Consolidated Edison, Inc.
-0.98%
-$5,327.92 
T AT&T Inc.
-0.98%
-$9,346.48 
PG Procter & Gamble Co
-0.98%
-$690,243.27 
MTN Vail Resorts, Inc.
-0.96%
-$3,123.15 
CP Canadian Pacific Kansas City Limited
-0.95%
-$2,924.94 
ACN Accenture plc Class A
-0.95%
-$7,988.47 
ROST Ross Stores, Inc.
-0.94%
-$4,358.12 
BBY Best Buy Co., Inc.
-0.93%
-$5,313.54 
JBHT J.B. Hunt Transport Services, Inc.
-0.93%
-$5,996.37 
PPG PPG Industries Inc.
-0.93%
-$45,388.33 
URI United Rentals, Inc.
-0.91%
-$4,842.98 
HCA HCA Healthcare Inc.
-0.9%
-$8,991.43 
AMZN Amazon.com Inc
-0.9%
-$867,292.63 
EIX Edison International
-0.9%
-$5,487.02 
THW abrdn World Healthcare Fund
-0.9%
-$1,706.76 
BTI British American Tobacco p.l.c. ADR
-0.9%
-$2,760.24 
VICI Vici Properties Inc.
-0.89%
-$1,919.04 
ABNB Airbnb, Inc.
-0.89%
-$7,959.07 
HSY The Hershey Company
-0.88%
-$5,811.99 
ADP Automatic Data Processing Inc.
-0.88%
-$20,834.33 
GIS General Mills, Inc.
-0.88%
-$9,014.28 
HII Huntington Ingalls Industries Inc.
-0.88%
-$2,457.69 
TOL Toll Brothers Inc
-0.87%
-$2,524.16 
COF Capital One Financial Corporation
-0.87%
-$12,796.71 
COST Costco Wholesale Corporation
-0.86%
-$226,320.52 
KEY KeyCorp
-0.86%
-$4,663.2 
NSC Norfolk Southern Corporation
-0.84%
-$22,895.6 
AAPL Apple Inc.
-0.83%
-$2.2M 
O Realty Income Corporation
-0.83%
-$10,040.76 
CMS CMS Energy Corporation
-0.82%
-$2,070 
NKE Nike, Inc. - Class B
-0.82%
-$4,529.8 
CTAS Cintas Corporation
-0.81%
-$18,982.35 
UNM Unum Group
-0.81%
-$2,061.36 
WMB The Williams Companies, Inc.
-0.8%
-$6,221.32 
LVS Las Vegas Sands Corp.
-0.8%
-$3,094.11 
SBUX Starbucks Corporation
-0.8%
-$40,687.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.8%
-$14,311.8 
INFY Infosys Limited
-0.8%
-$1,759.14 
WMT Walmart Inc.
-0.79%
-$139,673.93 
SYY Sysco Corporation
-0.79%
-$4,511.36 
VDC VANGUARD CONSUMER STAPLES ETF
-0.78%
-$3,391.5 
LIN Linde plc
-0.76%
-$31,303.38 
AEP American Electric Power Company, Inc.
-0.76%
-$5,894.46 
PHO Invesco Water Resources ETF
-0.75%
-$1,785 
FTNT Fortinet Inc.
-0.74%
-$17,946.39 
CHDN Churchill Downs Incorporated
-0.74%
-$1,504.74 
SO The Southern Company
-0.74%
-$28,595.7 
GOOG Alphabet Inc
-0.74%
-$295,105.2 
CRWD CrowdStrike Holdings, Inc.
-0.73%
-$42,369 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.73%
-$7,050.35 
ACGL Arch Capital Group Ltd
-0.73%
-$2,857.14 
AWK American Water Works Company, Inc.
-0.73%
-$4,210.77 
RTX RTX Corporation
-0.72%
-$252,061.47 
GOOGL Alphabet Inc
-0.72%
-$803,218.8 
SRE Sempra
-0.72%
-$2,568.91 
TXRH Texas Roadhouse Inc.
-0.72%
-$3,196.37 
TXT Textron Inc.
-0.72%
-$1,760.2 
ETR Entergy Corporation
-0.71%
-$1,719.04 
WOR Worthington Enterprises Inc.
-0.7%
-$2,691.16 
ES Eversource Energy
-0.7%
-$4,259.32 
KO The Coca-Cola Company
-0.69%
-$73,820.13 
WEC WEC Energy Group Inc.
-0.69%
-$3,961.8 
DE Deere & Company
-0.68%
-$24,476 
PAYX Paychex Inc.
-0.68%
-$5,674.5 
BRK-B Berkshire Hathaway Inc.
-0.67%
-$175,340.63 
CSW CSW Industrials Inc.
-0.67%
-$3,555.7 
PEP PepsiCo, Inc.
-0.67%
-$61,465.72 
SNA Snap-on Inc.
-0.67%
-$2,208.57 
MSI Motorola Solutions, Inc.
-0.66%
-$1,620 
OTTR Otter Tail Corporation
-0.66%
-$1,440 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.66%
-$5,838.75 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.65%
-$17,044.83 
BKNG Booking Holdings Inc.
-0.65%
-$73,914.75 
WPC W. P. Carey Inc.
-0.65%
-$2,334.36 
LULU lululemon athletica inc.
-0.65%
-$1,887.08 
FHN First Horizon Corporation
-0.65%
-$1,776.56 
DGX Quest Diagnostics Inc.
-0.64%
-$26,531.8 
G Genpact Ltd.
-0.64%
-$1,395.42 
XEL Xcel Energy Inc.
-0.64%
-$1,791.5 
BA Boeing Company
-0.64%
-$10,218.39 
NOW ServiceNow, Inc.
-0.64%
-$3,727.32 
FUN Six Flags Entertainment Corporation
-0.63%
-$1,905.75 
DVY iShares Select Dividend ETF
-0.62%
-$5,104 
FE FirstEnergy Corp.
-0.62%
-$21,568.2 
PM Philip Morris International Inc.
-0.62%
-$33,280.73 
MTB M&T Bank Corporation
-0.61%
-$39,472.47 
BALL Ball Corp.
-0.61%
-$1,976 
VRTX Vertex Pharmaceuticals Incorporated
-0.61%
-$2,261.07 
AIT Applied Industrial Technologies Inc.
-0.6%
-$1,686.93 
MSFT Microsoft Corp.
-0.6%
-$738,251.62 
ALL Allstate Corporation
-0.59%
-$2,801.05 
GEHC GE HealthCare Technologies Inc.
-0.59%
-$1,865.54 
MAA Mid-America Apartment Communities, Inc.
-0.59%
-$1,491.5 
PNC The PNC Financial Services Group, Inc.
-0.58%
-$134,054.28 
FTCB First Trust Core Investment Grade ETF
-0.58%
-$4,988.28 
DUK Duke Energy Corporation
-0.58%
-$32,410.4 
ZM Zoom Video Communications, Inc.
-0.57%
-$1,334.32 
ALNY Alnylam Pharmaceuticals Inc
-0.57%
-$1,194.24 
SDY SPDR S&P Dividend ETF
-0.56%
-$9,886.68 
AIV Apartment Investment and Management Company
-0.56%
-$237.06 
AFL Aflac Inc.
-0.56%
-$23,186.59 
FITB Fifth Third Bancorp
-0.56%
-$76,828.16 
FXU First Trust Utilities AlphaDEX Fund
-0.56%
-$1,197.62 
FTCS First Trust Capital Strength ETF
-0.55%
-$14,974.62 
FVD First Trust Value Line Dividend Index Fund
-0.55%
-$7,280.01 
CW Curtiss-Wright Corporation
-0.54%
-$1,273.23 
OKE ONEOK, Inc.
-0.54%
-$3,264.82 
USB U.S. Bancorp
-0.54%
-$138,995.74 
TSN Tyson Foods Inc.
-0.53%
-$2,264.24 
ITT Itt Inc.
-0.53%
-$3,016.14 
FMHI First Trust Municipal High Income Fund
-0.52%
-$11,699.64 
HLT Hilton Worldwide Holdings Inc.
-0.52%
-$1,910.16 
TTWO Take-Two Interactive Software, Inc.
-0.51%
-$3,086.6 
RCL Royal Caribbean Group
-0.51%
-$7,243.06 
ITA iShares U.S. Aerospace & Defense ETF
-0.51%
-$1,717.21 
XLC Communication Services Select Sector SPDR Fund
-0.51%
-$22,069.04 
LMBS First Trust Low Duration Opportunities ETF
-0.5%
-$1,171.5 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.5%
-$1,045 
AXP American Express Company
-0.5%
-$20,112.87 
MPLX MPLX LP
-0.49%
-$11,643.8 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.49%
-$3,143.5 
MAR Marriott International Inc. - Class A
-0.48%
-$2,701.58 
MOH Molina Healthcare Inc.
-0.47%
-$2,122.23 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.47%
-$13,795.16 
FPE First Trust Preferred Securities and Income ETF
-0.47%
-$1,073.81 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.47%
-$7,100.44 
AON Aon plc
-0.47%
-$2,308.6 
NEE NextEra Energy, Inc.
-0.47%
-$21,989.53 
TLT iShares 20+ Year Treasury Bond ETF
-0.47%
-$3,418.74 
TLH iShares 10-20 Year Treasury Bond ETF
-0.45%
-$3,611.08 
DKNG DraftKings Inc.
-0.44%
-$1,787.72 
ATO Atmos Energy Corporation
-0.44%
-$1,269.06 
CINF Cincinnati Financial Corporation
-0.44%
-$15,573.27 
LNG Cheniere Energy Inc.
-0.44%
-$1,889.64 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.43%
-$6,005.28 
PCG PG&E Corporation
-0.43%
-$3,542.47 
CCL Carnival Corporation Ltd.
-0.42%
-$2,545.95 
AVA Avista Corp.
-0.42%
-$1,951.78 
FTI TechnipFMC plc
-0.42%
-$2,702.1 
PEG Public Service Enterprise Group Incorporated
-0.41%
-$871.36 
MTCH Match Group, Inc.
-0.41%
-$1,569.28 
WU Western Union Co.
-0.4%
-$574.49 
NTNX Nutanix, Inc.
-0.4%
-$2,069.32 
PKG Packaging Corporation of America
-0.39%
-$841.05 
MCK McKesson Corporation
-0.39%
-$2,506.5 
HSIC Henry Schein, Inc.
-0.38%
-$1,474.11 
DGRO iShares Core Dividend Growth ETF
-0.38%
-$847.96 
HIG The Hartford Insurance Group, Inc.
-0.38%
-$978.4 
FXO First Trust Financials AlphaDEX Fund
-0.37%
-$10,107.47 
PLTR Palantir Technologies Inc.
-0.37%
-$7,592.15 
IYH iShares U.S. Healthcare ETF
-0.37%
-$2,144.24 
MLM Martin Marietta Materials, Inc.
-0.36%
-$741.34 
HDV iShares Core High Dividend ETF
-0.35%
-$2,421.5 
LNC Lincoln National Corporation
-0.35%
-$11,972.65 
RDVI FT Vest Rising Dividend Achievers Fund
-0.35%
-$2,177.3 
FUTY Fidelity MSCI Utilities Index ETF
-0.34%
-$2,377.2 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.34%
-$1,227.4 
TRGP Targa Resources Corp.
-0.34%
-$1,349.27 
MISL First Trust Indxx Aerospace & Defense ETF
-0.34%
-$21,444.63 
DIS The Walt Disney Company
-0.34%
-$18,230.19 
ITW Illinois Tool Works Inc.
-0.32%
-$6,064.52 
CFG Citizens Financial Group, Inc.
-0.32%
-$1,226.03 
XLU Utilities Select Sector SPDR Fund
-0.31%
-$2,093.7 
KMI Kinder Morgan, Inc.
-0.31%
-$2,944.15 
BIEAX Brandes International Equity Fund Class A
-0.31%
-$869.49 
NGG National Grid plc Sponsored ADR
-0.3%
-$823.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.3%
-$845.44 
UBER Uber Technologies, Inc.
-0.3%
-$3,793.46 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$9,014.72 
VHT Vanguard Health Care ETF
-0.28%
-$1,329.66 
IP International Paper Company
-0.28%
-$3,027.8 
AMP Ameriprise Financial, Inc.
-0.27%
-$4,303.93 
AFG American Financial Group Inc.
-0.27%
-$1,552.68 
IWD iShares Russell 1000 Value ETF
-0.27%
-$854.04 
REGN Regeneron Pharmaceuticals, Inc.
-0.27%
-$1,687.97 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$3,891.87 
FSLR First Solar, Inc.
-0.26%
-$580.5 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$97,045.14 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$14,629.24 
NWBI Northwest Bancshares Inc.
-0.26%
-$841.4 
JBND JPMorgan Active Bond ETF
-0.26%
-$2,394.9 
CMCSA Comcast Corp
-0.25%
-$928.79 
VOX Vanguard Communication Services ETF
-0.25%
-$1,241.74 
AMGN Amgen Inc.
-0.24%
-$130,941.73 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.24%
-$727.35 
FNK First Trust Mid Cap Value Fund
-0.23%
-$599.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.23%
-$646.76 
TDG TransDigm Group Inc.
-0.23%
-$544 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$4,147.22 
FSMB First Trust Short Duration Managed Municipal ETF
-0.23%
-$1,417.41 
FTHY First Trust High Yield Opportunities 2027 Fund
-0.22%
-$445.98 
TRV The Travelers Companies, Inc.
-0.22%
-$3,041.6 
UITB VictoryShares Core Intermediate Bond ETF
-0.22%
-$5,800.2 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.21%
-$524.83 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.21%
-$17,988.3 
JCPB JPMorgan Core Plus Bond ETF
-0.2%
-$71,197.37 
CM Canadian Imperial Bank of Commerce
-0.2%
-$1,131.76 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$2,799.18 
BURL Burlington Stores Inc.
-0.19%
-$825.52 
CSRE Cohen & Steers Real Estate Active ETF
-0.19%
-$4,870.41 
PGX Invesco Preferred ETF
-0.18%
-$213.4 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$1,957.98 
RY Royal Bank of Canada
-0.18%
-$555 
JNJ Johnson & Johnson
-0.17%
-$91,067.52 
EMLP First Trust North American Energy Infrastructure Fund
-0.17%
-$7,298.1 
ROK Rockwell Automation, Inc.
-0.17%
-$1,611.61 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$2,271.75 
TGTX TG Therapeutics, Inc.
-0.17%
-$5,013.99 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.17%
-$785.45 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.17%
-$364.57 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.17%
-$1,423.31 
NZF Nuveen Municipal Credit Income Fund
-0.16%
-$595.88 
GTM ZoomInfo Technologies Inc.
-0.16%
-$60.55 
IWS iShares Russell Mid-Cap Value ETF
-0.16%
-$497.38 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.16%
-$786.57 
XLF Financial Select Sector SPDR Fund
-0.15%
-$1,463.12 
CMG Chipotle Mexican Grill, Inc.
-0.15%
-$323.15 
BAC-PL Bank of America Corporation
-0.15%
-$760.18 
TIP iShares TIPS Bond ETF
-0.15%
-$1,197.76 
FTXO First Trust Nasdaq Bank ETF
-0.15%
-$7,947.24 
RSP Invesco S&P 500 Equal Weight ETF
-0.15%
-$2,590.67 
COR Cencora, Inc.
-0.14%
-$483.12 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$11,038.5 
BN Brookfield Corporation
-0.14%
-$593.04 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$404.4 
WBD Warner Bros. Discovery, Inc.
-0.14%
-$296.56 
IBM International Business Machines Corporation
-0.13%
-$30,299.64 
L Loews Corporation
-0.13%
-$787.5 
J Jacobs Solutions Inc.
-0.12%
-$490.56 
EMR Emerson Electric Co.
-0.12%
-$10,793.64 
NCPB Nuveen Core Plus Bond ETF
-0.12%
-$15,951 
PRU Prudential Financial, Inc.
-0.12%
-$491.26 
CTVA Corteva Inc.
-0.12%
-$2,191.8 
DON WisdomTree U.S. MidCap Dividend Fund
-0.11%
-$352.95 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$15,538.07 
JAVA JPMorgan Active Value ETF
-0.11%
-$36,762.16 
TT Trane Technologies plc
-0.1%
-$1,770.86 
SPG Simon Property Group, Inc.
-0.1%
-$697.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$246.9 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$244.08 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$446.04 
UTHR United Therapeutics Corporation
-0.08%
-$244.67 
JFLX JPMorgan Flexible Debt ETF
-0.08%
-$7,177.01 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,228.14 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.08%
-$444.08 
VOE Vanguard Mid-Cap Value ETF
-0.08%
-$241.03 
CGCV Capital Group Conservative Equity ETF
-0.08%
-$181.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$334.56 
MET MetLife Inc.
-0.07%
-$360.64 
BLK BlackRock, Inc.
-0.07%
-$6,878.95 
BMRN Biomarin Pharmaceutical Inc.
-0.07%
-$165.72 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$2,137.77 
STWD Starwood Property Trust Inc.
-0.06%
-$450.35 
FEUZ First Trust Eurozone AlphaDEX UCITS ETF
-0.06%
-$1,062.19 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$335.83 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$492.7 
JPIE JPMorgan Income ETF
-0.05%
-$4,141.93 
EPD Enterprise Products Partners L.P.
-0.05%
-$2,225.34 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.05%
-$1,021.49 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$787.12 
EG Everest Group, Ltd.
-0.05%
-$420.66 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$180.39 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$153.81 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.03%
-$362.35 
USTB VictoryShares Short-Term Bond ETF
-0.03%
-$157.64 
D Dominion Energy, Inc.
-0.03%
-$265.24 
SF Stifel Financial Corp.
-0.03%
-$96.8 
BMY Bristol-Myers Squibb Company
-0.03%
-$1,367.44 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$824.96 
IWR iShares Russell Mid-Cap ETF
-0.02%
-$301.48 
TRP TC Energy Corporation
-0.01%
-$34.8 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,053.49 
ULTA Ulta Beauty Inc.
-0.01%
-$38.04 
SGVT Schwab Government Money Market ETF
-0.01%
-$15.1 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$111.34 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$231.34 Events
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Dividends
Dividend Analysis
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| Trades 6071 | Longs Won 4296/6071 70% | Profit Factor 12.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.22M |
| Average Win $354,452.01 | Best Trade (Jul 22) $124.1M | Sharpe Ratio -10.45 |
| Average Loss -$69,303.86 | Worst Trade (Jun 30) -$20.09M | Z-Score 31.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w | Expectancy $230,556.99 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $29.13M, NVIDIA Corporation - $24.53M, Apple Inc - $20.61M, and International Business Machines Corporation - $19.71M. 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 - $5.94M, Devon Energy Corporation - $4.18M, United Parcel Service, Inc - $2.81M, and Dow Inc - $2.68M. 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 $157.04M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $7.28M, Amgen Inc - $5.69M, JPMorgan Chase & Co - $4.81M, Johnson & Johnson - $4.06M, and U.S. Bancorp - $3.9M. 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.
