CC
Christopher Clancy Portfolio
Invests via Global Wealth Strategies & Associates | Managed by Christopher Clancy
Invests via Global Wealth Strategies & Associates
Managed by Christopher Clancy
Automatically Tracked
Christopher Clancy Profile
With a robust foundation in financial leadership, Christopher Clancy has emerged as a pivotal figure in the investment landscape. His extensive experience spans across various roles within investment banking and asset management, where he has consistently demonstrated expertise in capital markets and corporate finance. Renowned for his strategic acumen, he navigates complex transactions with finesse, fostering growth opportunities for both established firms and startups alike. Clancy's insights into market trends are highly valued by stakeholders seeking to drive value creation through informed decision-making. He continues to influence the industry through mentorship and advisory positions, positioning him as a key contributor to future ventures.
With a robust foundation in financial leadership, Christopher Clancy has emerged as a pivotal figure in the investment landscape. His extensive experience spans across various roles within investment banking and asset management, where he has consistently demonstrated expertise in capital markets and corporate finance. Renowned for his strategic acumen, he navigates complex transactions with finesse, fostering growth opportunities for both established firms and startups alike. Clancy's insights into market trends are highly valued by stakeholders seeking to drive value creation through informed decision-making. He continues to influence the industry through mentorship and advisory positions, positioning him as a key contributor to future ventures.
Investment Philosophy & Strategy
In the investment arena, Christopher Clancy leverages his extensive financial acumen to drive impactful business outcomes. His entrepreneurial background informs a unique approach to opportunity assessment, fostering an environment where innovation thrives and growth potential is maximized. Emphasizing strategic foresight, he focuses on navigating evolving market dynamics while identifying high-value ventures. By blending experience in both established enterprises and emerging startups, decision-making reflects a strong inclination towards scalability and sustainable development. The leadership style embodies collaboration and mentorship, cultivating talent while shaping future industry leaders.
In the investment arena, Christopher Clancy leverages his extensive financial acumen to drive impactful business outcomes. His entrepreneurial background informs a unique approach to opportunity assessment, fostering an environment where innovation thrives and growth potential is maximized. Emphasizing strategic foresight, he focuses on navigating evolving market dynamics while identifying high-value ventures. By blending experience in both established enterprises and emerging startups, decision-making reflects a strong inclination towards scalability and sustainable development. The leadership style embodies collaboration and mentorship, cultivating talent while shaping future industry leaders.
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:
31.59%
Gain +1.69%
Monthly
0.85%
Yearly
10.64%
Drawdown
13.62%
$435.25M
Equity
Holdings
$435.25M
Investment
$299.68M
$150.62M
Profit +$8.93M
Realized
$15.05M
Unrealized
$135.57M
Dividends
$19.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.69%
Profit
$8.93M
Win %
72%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$3.11M
Win %
72%
This Month
Compared to last month
Gain
-1.5%
Profit
-$6.61M
Win %
72%
This Year
Compared to last year
Gain
8.52%
Profit
$34.16M
Win %
72%
JOBY-WT Joby Aviation, Inc. WT
+33.43%
+$57.16 
LRCX Lam Research Corporation
+12.79%
+$6,995.5 
AMAT Applied Materials, Inc.
+11.35%
+$22,572 
SATS EchoStar Corporation Class A Common Stock
+11.21%
+$129.15 
MRVL Marvell Technology, Inc.
+10.81%
+$4,369.6 
GLXY Galaxy Digital Inc. Class A Common Stock
+10.45%
+$1,089.93 
INTC Intel Corporation
+9.53%
+$11,964.6 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$658.8 
LCID Lucid Group, Inc.
+9.04%
+$2.12 
CRNC Cerence Inc.
+8.84%
+$10.56 
ARRY Array Technologies Inc.
+8.78%
+$120 
SOXX iShares Semiconductor ETF
+8.36%
+$490,826.64 
SCCO Southern Copper Corporation
+8.21%
+$2,893.8 
AMD Advanced Micro Devices, Inc.
+8.13%
+$27,577.51 
BROS Dutch Bros Inc.
+7.86%
+$4.74 
IDCC InterDigital, Inc.
+7.61%
+$3,245.76 
COPX Global X Copper Miners ETF
+7.36%
+$176.7 
DQ Daqo New Energy Corp.
+7.19%
+$13.52 
RKT Rocket Companies, Inc. Class A
+7.18%
+$65.7 
RCL Royal Caribbean Group
+7.08%
+$380.5 
SILJ Amplify Junior Silver Miners ETF
+7.04%
+$89.7 
BAI iShares A.I. Innovation and Tech Active ETF
+7.02%
+$220,582.4 
GDXJ VanEck Junior Gold Miners ETF
+6.97%
+$79.08 
SIG Signet Jewelers Ltd.
+6.91%
+$71.28 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$3,215.52 
LUV Southwest Airlines Co.
+6.67%
+$276 
GBUG Sprott Active Gold & Silver Fund
+6.65%
+$75.64 
HOOD Robinhood Markets, Inc.
+6.6%
+$57 
VFC V.F. Corporation
+6.58%
+$6,112.8 
FBIN Fortune Brands Innovations Inc.
+6.48%
+$524 
HON Honeywell International Inc.
+6.46%
+$863.85 
QCOM QUALCOMM Incorporated
+6.44%
+$2,474.31 
FCX Freeport-McMoRan Inc.
+6.43%
+$11,032.34 
KTB Kontoor Brands Inc.
+6.32%
+$86.4 
STCE Schwab Crypto Thematic ETF
+6.2%
+$244,866.82 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.17%
+$50.83 
KMX CarMax Inc.
+6.1%
+$470.64 
HOG Harley-Davidson Inc.
+5.96%
+$101.85 
RACE Ferrari N.V.
+5.93%
+$492.96 
PANW Palo Alto Networks, Inc.
+5.88%
+$3,531.72 
FDX FedEx Corporation
+5.83%
+$2,604 
DELL Dell Technologies Inc.
+5.79%
+$363.97 
BA Boeing Company
+5.76%
+$396.99 
SLV iShares Silver Trust
+5.72%
+$191.4 
AFRM Affirm Holdings, Inc.
+5.65%
+$2,889.7 
MYE Myers Industries Inc.
+5.64%
+$35.25 
URA Global X Uranium ETF
+5.63%
+$85.86 
ARTY iShares Future AI & Tech ETF
+5.61%
+$600.6 
TXN Texas Instruments Inc
+5.56%
+$203.84 
BITX 2X BITCOIN STRATEGY ETF
+5.52%
+$6.45 
RIVN Rivian Automotive, Inc.
+5.52%
+$700.9 
BMNR Bitmine Immersion Technologies, Inc.
+5.5%
+$12.04 
RUN Sunrun Inc.
+5.42%
+$232.2 
GD General Dynamics Corporation
+5.39%
+$238.81 
TAN Invesco Solar ETF
+5.37%
+$6.36 
SY So-Young International Inc.
+5.32%
+$100 
AMGN Amgen Inc.
+5.31%
+$2,420.55 
ECG Everus Construction Group, Inc.
+5.13%
+$2,421.9 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.07%
+$119.07 
TECX Tectonic Therapeutic Inc.
+5.06%
+$25.56 
ETN Eaton Corporation plc
+4.91%
+$608.52 
ITA iShares U.S. Aerospace & Defense ETF
+4.87%
+$1,149.75 
XNTK SPDR NYSE Technology ETF
+4.78%
+$32,166.75 
SPMO Invesco S&P 500 Momentum ETF
+4.77%
+$568.55 
PALL abrdn Physical Palladium Shares ETF
+4.77%
+$84.4 
NLR VanEck Uranium and Nuclear ETF
+4.73%
+$92.91 
VREX Varex Imaging Corporation
+4.65%
+$115.15 
GEV GE Vernova Inc.
+4.63%
+$2,250.64 
COIN Coinbase Global, Inc.
+4.62%
+$227.52 
CAT Caterpillar Inc.
+4.61%
+$13,846.96 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$572,028.07 
TSLA Tesla, Inc.
+4.48%
+$36,384.61 
BURL Burlington Stores Inc.
+4.48%
+$497.76 
WPM Wheaton Precious Metals Corp.
+4.45%
+$1,434 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$2,760.59 
MBC MasterBrand, Inc.
+4.43%
+$78 
LMT Lockheed Martin Corporation
+4.41%
+$14,653.95 
NKE Nike, Inc. - Class B
+4.36%
+$700.89 
FTNT Fortinet Inc.
+4.27%
+$12,156.5 
GE General Electric Company
+4.25%
+$3,274.26 
MMSC First Trust Multi-Manager Small Cap Opportunities ETF
+4.24%
+$4.54 
QMOM Alpha U.S. Quantitative Momentum ETF
+4.21%
+$81.77 
J Jacobs Solutions Inc.
+4.21%
+$2,385.45 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$143.25 
PHM PulteGroup Inc.
+4.19%
+$248 
LNTH Lantheus Holdings, Inc.
+4.11%
+$378.58 
LAZ Lazard Ltd.
+4.06%
+$124.32 
PKG Packaging Corporation of America
+4.03%
+$1,747 
PII Polaris Inc.
+4.01%
+$2.67 
XMMO Invesco S&P MidCap Momentum ETF
+4.01%
+$84.11 
KBH KB Home
+3.95%
+$121.54 
SHW The Sherwin-Williams Company
+3.93%
+$91,699.2 
VOLT Tema Electrification Fund
+3.9%
+$61.32 
R Ryder System Inc.
+3.89%
+$325.81 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$11,165.42 
HII Huntington Ingalls Industries Inc.
+3.81%
+$539.98 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$47,970.64 
GILD Gilead Sciences Inc.
+3.77%
+$224.42 
IR Ingersoll Rand Inc.
+3.76%
+$991.1 
XSMO Invesco S&P SmallCap Momentum ETF
+3.75%
+$6.4 
H Hyatt Hotels Corporation
+3.73%
+$234.96 
SBUX Starbucks Corporation
+3.72%
+$2,035.95 
RTX RTX Corporation
+3.69%
+$9,301 
EZU iShares MSCI Eurozone ETF
+3.67%
+$2,331.45 
SCHF Schwab International Equity ETF
+3.65%
+$15,051.08 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.65%
+$660.51 
AVGO Broadcom Inc.
+3.64%
+$7,587.99 
RBLX Roblox Corporation
+3.64%
+$60.4 
FYC First Trust Small Cap Growth Fund
+3.62%
+$4.11 
CMI Cummins Inc.
+3.62%
+$3,492.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$18,814.44 
VLUE iShares MSCI USA Value Factor ETF
+3.61%
+$3,061.6 
ALLE Allegion plc
+3.61%
+$503.82 
BC Brunswick Corporation
+3.58%
+$62.04 
EMR Emerson Electric Co.
+3.58%
+$4.91 
JSML Janus Henderson Small Cap Growth Alpha Fund
+3.57%
+$6.1 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$9,664.56 
CMPS Compass Pathways plc Depositary Receipt
+3.54%
+$4.68 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$496.8 
FRTY Alger Mid Cap 40 ETF
+3.45%
+$163.02 
NU Nu Holdings Ltd.
+3.44%
+$300 
TGT Target Corporation
+3.42%
+$1,278.96 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$16,523.99 
IXUS iShares Core International Stock ETF
+3.38%
+$100.48 
VAW Vanguard Materials ETF
+3.35%
+$1,512.98 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$119,254.02 
XT iShares Future Exponential Technologies ETF
+3.3%
+$1,657.6 
ETHA iShares Ethereum Trust
+3.3%
+$10.12 
DD DuPont de Nemours Inc.
+3.3%
+$329.67 
VGT Vanguard Information Technology ETF
+3.29%
+$2,214 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.27%
+$610.06 
XLB Materials Select Sector SPDR Fund
+3.25%
+$70.84 
VBK Vanguard Small-Cap Growth ETF
+3.24%
+$1,064.09 
QQQM Invesco NASDAQ 100 ETF
+3.24%
+$986,744.09 
CPER United States Copper Index Fund
+3.23%
+$70.76 
GLD SPDR Gold Shares
+3.21%
+$240.1 
IAU iShares Gold Trust
+3.2%
+$283,992.24 
VTRS Viatris Inc.
+3.2%
+$505 
XLI Industrial Select Sector SPDR Fund
+3.19%
+$2,645.49 
EFA iShares MSCI EAFE ETF
+3.14%
+$63.7 
IAUM iShares Gold Trust Micro
+3.13%
+$36.98 
BBEU JPMorgan BetaBuilders Europe Fund
+3.07%
+$49.03 
SMMD iShares Russell 2500 ETF
+3.06%
+$546.48 
VTWO Vanguard Russell 2000 ETF
+3.04%
+$8,640.3 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.02%
+$1,882.7 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$1.4M 
IWM iShares Russell 2000 ETF
+3%
+$982.52 
PEB Pebblebrook Hotel Trust
+2.99%
+$73.64 
WCC Wesco International Inc.
+2.96%
+$257.27 
LHX L3Harris Technologies, Inc.
+2.95%
+$89.5 
AVDE Avantis International Equity ETF
+2.93%
+$1,145.25 
ELFY ALPS Electrification Infrastructure ETF
+2.91%
+$40.38 
SCHM Schwab U.S. Mid-Cap ETF
+2.9%
+$10,382.66 
GBTC Grayscale Bitcoin Trust ETF
+2.87%
+$494.04 
CROX Crocs, Inc.
+2.85%
+$174 
BBJP JPMorgan BetaBuilders Japan Fund
+2.85%
+$72.45 
VMI Valmont Industries, Inc.
+2.81%
+$302.82 
IBIT iShares Bitcoin Trust
+2.81%
+$2,307.85 
ARKB Ark 21Shares Bitcoin ETF
+2.8%
+$357.07 
MS Morgan Stanley
+2.79%
+$345.6 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$428.72 
BTC Grayscale Bitcoin Mini Trust ETF
+2.76%
+$53.6 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.76%
+$204.75 
BITB Bitwise Bitcoin ETF
+2.75%
+$158.18 
MAR Marriott International Inc. - Class A
+2.73%
+$484.38 
CARR Carrier Global Corporation
+2.72%
+$925 
HFEQ Unlimited HFEQ Equity Long/Short ETF
+2.63%
+$260.4 
IWP iShares Russell Mid-Cap Growth ETF
+2.63%
+$19,101.6 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$112.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.6%
+$15,183.05 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+2.59%
+$29.16 
TT Trane Technologies plc
+2.58%
+$4,570.15 
BMY Bristol-Myers Squibb Company
+2.55%
+$1,340.48 
PSC Principal U.S. Small-Cap ETF
+2.54%
+$3.31 
NRG NRG Energy, Inc.
+2.53%
+$48.8 
CHPT ChargePoint Holdings, Inc.
+2.5%
+$16 
VB Vanguard Small-Cap ETF
+2.48%
+$2,686.12 
MDY SPDR S&P MidCap 400 ETF Trust
+2.45%
+$329.2 
COF Capital One Financial Corporation
+2.45%
+$261 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$2,196.96 
LYFT Lyft Inc.
+2.43%
+$29.25 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$12,880.56 
PFE Pfizer Inc.
+2.42%
+$1,095.54 
NVDA NVIDIA Corporation
+2.42%
+$25,190.9 
IYZ iShares U.S. Telecommunications ETF
+2.42%
+$70.38 
IWMI Neos Russell 2000 High Income ETF
+2.41%
+$36.9 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.4%
+$288.91 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$1,927.92 
LMND Lemonade Inc.
+2.4%
+$10.72 
CMG Chipotle Mexican Grill, Inc.
+2.38%
+$1,225.25 
WAB Wabtec Corporation
+2.37%
+$6.08 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.37%
+$519.68 
DFIV Dimensional International Value ETF
+2.36%
+$247.04 
HD The Home Depot, Inc.
+2.36%
+$1,940.16 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$2,092.81 
CSCO Cisco Systems, Inc.
+2.34%
+$4,250.62 
LW Lamb Weston Holdings, Inc.
+2.33%
+$135.96 
LLY Eli Lilly and Company
+2.31%
+$10,467.4 
IUSG iShares Core S&P U.S. Growth ETF
+2.25%
+$937.86 
LOW Lowe's Companies Inc.
+2.25%
+$500.58 
CVS CVS Health Corporation
+2.23%
+$242.54 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$257.52 
HPE Hewlett Packard Enterprise Company
+2.19%
+$680.58 
FTWO Strive Natural Resources and Energy Fund
+2.15%
+$54.6 
AFMC First Trust Active Factor Mid Cap ETF
+2.08%
+$41 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$14,810.45 
AVUS Avantis U.S. Equity ETF
+1.99%
+$2,450.16 
SHOP Shopify Inc.
+1.98%
+$562.82 
CNEQ Alger Concentrated Equity ETF
+1.98%
+$159 
JMID JHI Mid Cap Growth Alpha ETF
+1.97%
+$34.3 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$42.09 
QDTE Roundhill Innovation-100 ETF
+1.96%
+$8.19 
DIS The Walt Disney Company
+1.95%
+$9.62 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$149.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$22.68 
DFUS Dimensional U.S. Equity Market ETF
+1.93%
+$3,580.2 
NOC Northrop Grumman Corporation
+1.92%
+$1,716 
RDTE Roundhill Small Cap 0DTE Covered Call Strategy ETF
+1.89%
+$4.77 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$95.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$8,386.94 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$1,178.98 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+1.85%
+$59.34 
VO Vanguard Mid-Cap ETF
+1.81%
+$1,264.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$692.64 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$7,796.37 
JAVA JPMorgan Active Value ETF
+1.78%
+$10,210.2 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$8,810.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$1,206.49 
HFGM Unlimited HFGM Global Macro ETF
+1.76%
+$41.8 
VUG Vanguard Growth ETF
+1.76%
+$6,363.15 
VOO Vanguard S&P 500 ETF
+1.76%
+$2.92M 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.76%
+$185.53 
IVV iShares Core S&P 500 ETF
+1.75%
+$10,705.95 
IOO iShares Global 100 ETF
+1.74%
+$379.96 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$279,440.01 
IWB iShares Russell 1000 ETF
+1.72%
+$8,846.51 
ITW Illinois Tool Works Inc.
+1.7%
+$38.34 
AXP American Express Company
+1.7%
+$1,492.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.7%
+$385.4 
VTV Vanguard Value ETF
+1.7%
+$8,671.16 
IJUN Innovator International Developed Power Buffer ETF - June
+1.69%
+$581.95 
IRM Iron Mountain Inc.
+1.66%
+$1,230 
GM General Motors Company
+1.62%
+$45.15 
MRK Merck & Co., Inc.
+1.62%
+$1,520.91 
SPYT Defiance S&P 500 Target Income ETF
+1.62%
+$40.7 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.61%
+$18,770.48 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$3,456 
OEF iShares S&P 100 ETF
+1.59%
+$46,527.13 
SPYI NEOS S&P 500 High Income ETF
+1.56%
+$3,534.84 
MELI MercadoLibre, Inc.
+1.54%
+$98.12 
CSM ProShares Large Cap Core Plus
+1.54%
+$2,679.38 
IAPR Innovator International Developed Power Buffer ETF
+1.54%
+$1,686.2 
MET MetLife Inc.
+1.53%
+$79.2 
TROW T. Rowe Price Group, Inc.
+1.53%
+$19.56 
IOCT Innovator International Developed Power Buffer ETF – October
+1.53%
+$224.45 
MCI Barings Corporate Investors
+1.48%
+$61,527.75 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$584.28 
SNY Sanofi American Depositary Receipt
+1.43%
+$22.5 
USB U.S. Bancorp
+1.4%
+$201.93 
DX Dynex Capital Inc.
+1.37%
+$186.55 
AMZN Amazon.com Inc
+1.37%
+$21,115.25 
JPM JPMorgan Chase & Co.
+1.35%
+$6,780.78 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$189,135.94 
ATAI AtaiBeckley Inc.
+1.32%
+$6.3 
HUM Humana Inc.
+1.29%
+$28.32 
GEHC GE HealthCare Technologies Inc.
+1.29%
+$6.56 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$82,072.44 
LIN Linde plc
+1.27%
+$1,365.17 
YUM Yum! Brands, Inc.
+1.27%
+$704.64 
ULTA Ulta Beauty Inc.
+1.27%
+$83.72 
ABNB Airbnb, Inc.
+1.26%
+$130.4 
IBM International Business Machines Corporation
+1.26%
+$5,940.9 
BBCA JPMorgan BetaBuilders Canada ETF
+1.26%
+$21.25 
VOE Vanguard Mid-Cap Value ETF
+1.25%
+$138.51 
PRU Prudential Financial, Inc.
+1.21%
+$8.93 
BDJ BlackRock Enhanced Equity Dividend Trust
+1.2%
+$429.44 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.17%
+$159.37 
AAPL Apple Inc.
+1.16%
+$38,171.51 
SURI Simplify Propel Opportunities ETF
+1.16%
+$26.91 
PYPL PayPal Holdings Inc
+1.12%
+$24.57 
POWA Invesco Bloomberg Pricing Power ETF
+1.09%
+$330.33 
NEOG Neogen Corporation
+1.09%
+$2.7 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$645.17 
FEPI Rex FANG Innovation Premium Income ETF
+1.08%
+$20 
VHT Vanguard Health Care ETF
+1.06%
+$961.78 
MNST Monster Beverage Corporation
+1.05%
+$19.1 
BRKRP Bruker Corporation 6.375% Mandatory Convertible Preferred Stock, Series A
+1.04%
+$251.04 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
+1.04%
+$76.7 
UBER Uber Technologies, Inc.
+1.03%
+$9.16 
XDTE Roundhill S&P 500 0DTE CCS ETF
+1.02%
+$3.12 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$866.25 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$442.2 
XLV Health Care Select Sector SPDR Fund
+0.97%
+$488.4 
DGRO iShares Core Dividend Growth ETF
+0.96%
+$205.92 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.96%
+$1.27 
BAC Bank of America Corporation
+0.95%
+$208 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.94%
+$688.8 
FIBK First Interstate Bancsystem Inc.
+0.94%
+$81.6 
MMM 3M Company
+0.94%
+$1,378.85 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.93%
+$2,521.91 
WTPI WisdomTree Equity Premium Income Fund
+0.93%
+$149.7 
IAUG Innovator International Developed Power Buffer ETF – August
+0.93%
+$17.87 
MCD McDonald's Corporation
+0.92%
+$455 
SDY SPDR S&P Dividend ETF
+0.92%
+$299.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$488.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.91%
+$50 
DXCM DexCom, Inc.
+0.91%
+$136 
OTIS Otis Worldwide Corporation
+0.89%
+$62 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.89%
+$262.5 
PFFD Global X U.S. Preferred ETF
+0.86%
+$114.72 
XRMI Global X S&P 500 Risk Managed Income ETF
+0.85%
+$11.36 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$20.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$47.58 
KHC The Kraft Heinz Company
+0.81%
+$2.54 
CTA-PA EIDP, Inc.
+0.81%
+$94.17 
NAD Nuveen Quality Municipal Income Fund
+0.8%
+$375.63 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$140 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$5.88 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.79%
+$920.15 
CAG Conagra Brands Inc.
+0.79%
+$11.34 
FTLS First Trust Long/Short Equity ETF
+0.78%
+$7,054.89 
RY Royal Bank of Canada
+0.77%
+$38.25 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.77%
+$291.24 
SRE Sempra
+0.76%
+$35.88 
PSA Public Storage Common Stock
+0.76%
+$776.65 
APD Air Products and Chemicals, Inc.
+0.74%
+$32.96 
DRSK Aptus Defined Risk ETF
+0.74%
+$27.95 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
+0.74%
+$200.25 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.72%
+$53.95 
XLF Financial Select Sector SPDR Fund
+0.72%
+$1,367.62 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.7%
+$2,280.12 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.7%
+$653.81 
BLK BlackRock, Inc.
+0.7%
+$438.03 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.68%
+$142.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$9.44 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$17.73 
DVY iShares Select Dividend ETF
+0.64%
+$19 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.64%
+$6.83 
GOOG Alphabet Inc
+0.64%
+$3,120.91 
PCG PG&E Corporation
+0.63%
+$5.04 
AJG Arthur J. Gallagher & Co.
+0.63%
+$96.6 
JKJ iShares Morningstar Small-Cap ETF
+0.63%
+$224.4 
ABT Abbott Laboratories
+0.62%
+$234.3 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.61%
+$2,967.25 
BNDX Vanguard Total International Bond ETF
+0.58%
+$26.04 
PLTR Palantir Technologies Inc.
+0.58%
+$186.2 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$1.06 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$213.4 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$354.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$2.26 
PYLD PIMCO Multisector Bond Active ETF
+0.57%
+$16.2 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$130.65 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$167,742.58 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$160.56 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$16.53 
FE FirstEnergy Corp.
+0.52%
+$75.6 
SAIC Science Applications International Corporation Common Stock
+0.51%
+$243.36 
LOGI Logitech International S.A.
+0.49%
+$36.18 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.43%
+$148.75 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$51.45 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.42%
+$1,046.85 
STZ Constellation Brands, Inc.
+0.41%
+$44.25 
JFR Nuveen Floating Rate Income Fund
+0.39%
+$145.5 
ZTS Zoetis Inc.
+0.37%
+$60 
AMTM Amentum Holdings, Inc.
+0.36%
+$39.44 
TIP iShares TIPS Bond ETF
+0.36%
+$3.56 
VZ Verizon Communications Inc.
+0.36%
+$102 
GOOGL Alphabet Inc
+0.33%
+$3,278.16 
FLXR TCW Flexible Income ETF
+0.32%
+$9.12 
BINC iShares Flexible Income Active ETF
+0.32%
+$34,373.29 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.31%
+$115.6 
JKG iShares Morningstar Mid-Cap ETF
+0.31%
+$319 
KIO KKR Income Opportunities Fund
+0.31%
+$31.61 
ABBV AbbVie Inc.
+0.28%
+$919.68 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.28%
+$0.54 
BHF Brighthouse Financial Inc.
+0.27%
+$0.85 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.27%
+$1,468.25 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.26%
+$28.5 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$39.98 
RIG Transocean Ltd.
+0.25%
+$0.57 
MUB iShares National Muni Bond ETF
+0.25%
+$28,743.22 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.22%
+$1.1 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$43.13 
ISRG Intuitive Surgical, Inc.
+0.21%
+$2.61 
TRV The Travelers Companies, Inc.
+0.21%
+$11.52 
ARCC Ares Capital Corporation
+0.21%
+$28.36 
HYD VanEck High Yield Muni ETF
+0.2%
+$475.33 
BHC Bausch Health Companies Inc.
+0.19%
+$1.37 
FGMC Fg Merger Ii Corp
+0.19%
+$0.62 
XEL Xcel Energy Inc.
+0.19%
+$34.2 
NBB Nuveen Taxable Municipal Income Fund
+0.19%
+$0.15 
MDT Medtronic plc
+0.17%
+$5.46 
BIZD VanEck BDC Income ETF
+0.16%
+$70.82 
ENB Enbridge Inc.
+0.16%
+$113.76 
JNJ Johnson & Johnson
+0.15%
+$713.34 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.15%
+$304.17 
DTM Dt Midstream Inc.
+0.12%
+$17 
KVUE Kenvue Inc.
+0.11%
+$12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$0.06 
SKYY First Trust Cloud Computing ETF
+0.1%
+$9.66 
BXSL Blackstone Secured Lending Fund
+0.1%
+$146.75 
BKLN Invesco Senior Loan ETF
+0.1%
+$82.5 
MUST Columbia Multi-Sector Municipal Income ETF
+0.07%
+$2,312.07 
PML PIMCO Municipal Income Fund II
+0.07%
+$27.32 
KMB Kimberly-Clark Corporation
+0.05%
+$10 
DTE DTE Energy Company
+0.05%
+$14 
O Realty Income Corporation
+0.05%
+$0.24 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$0.72 
WLK Westlake Corporation
+0.03%
+$0.69 
BTT BlackRock Municipal 2030 Target Term Trust
+0.02%
+$9.84 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$0.03 
AMC
0%
$0 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BFHIV Bread Financial Holdings, Inc.
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CYBN Cybin Inc.
0%
$0 
DIAX Nuveen Dow 30 Dynamic Overwrite Fund
0%
$0 
EVMO
0%
$0 
GFLW
0%
$0 
HIMU
0%
$0 
LEN
0%
$0 
MRP
0%
$0 
SQ Block, Inc.
0%
$0 
TTNP Titan Pharmaceuticals Inc.
0%
$0 
WGHW
0%
$0 
ORCL Oracle Corporation
-8.46%
-$10,646.87 
ADSK Autodesk, Inc.
-6.83%
-$3,780 
ADBE Adobe Inc.
-6.23%
-$188.89 
SM SM Energy Company
-4.72%
-$1,232.25 
OXY-WT Occidental Petroleum Corporation
-4.4%
-$1.55 
COP ConocoPhillips
-3.69%
-$363.26 
BCAB BioAtla, Inc.
-3.42%
-$34.42 
CURI Curiositystream Inc.
-3.36%
-$89.19 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$504.7 
SPGI S&P Global Inc.
-2.85%
-$1,177.1 
RCEL Avita Medical Inc.
-2.79%
-$2.3 
TEAM Atlassian Corporation Class A
-2.79%
-$81.6 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.76%
-$740.8 
XOM Exxon Mobil Corporation
-2.7%
-$6,666.52 
OXY Occidental Petroleum Corporation
-2.57%
-$20.58 
ADMA Adma Biologics Inc.
-2.48%
-$1.05 
MO Altria Group, Inc.
-2.39%
-$532 
XPEV Xpeng Inc.
-2.39%
-$3.9 
WM Waste Management, Inc.
-2.38%
-$2,739.62 
BABA Alibaba Group Holding Limited SP ADR
-2.36%
-$1,844.16 
PR Permian Resources Corporation
-2.31%
-$318.5 
ADP Automatic Data Processing Inc.
-2.3%
-$493.83 
CRM Salesforce Inc
-2.16%
-$29.52 
BSX Boston Scientific Corporation
-2.15%
-$208 
MCO Moody's Corporation
-2.1%
-$236.75 
DOW Dow Inc.
-2.06%
-$107.86 
CVX Chevron Corporation
-2%
-$3,350.36 
CTA Simplify Managed Futures Strategy ETF
-1.96%
-$17,712.75 
ZM Zoom Video Communications, Inc.
-1.93%
-$1,719.5 
XLE Energy Select Sector SPDR Fund
-1.92%
-$2,723.84 
SOLV Solventum Corporation
-1.92%
-$199.95 
PSX Phillips 66
-1.91%
-$1,077.62 
PAYX Paychex Inc.
-1.74%
-$31.59 
MSFT Microsoft Corp.
-1.72%
-$22,238.45 
IOT Samsara Inc. Class A Common Stock
-1.69%
-$165 
DOMO Illinois Housing Development Authority Revenue Bonds Series A2 Refunding 3% due 08/01/2023
-1.66%
-$163.35 
ACN Accenture plc Class A
-1.58%
-$1,503.9 
DINO HF Sinclair Corporation
-1.58%
-$43.68 
EDIT Editas Medicine Inc.
-1.57%
-$1.36 
VLO Valero Energy Corporation
-1.57%
-$884.76 
TPL Texas Pacific Land Corporation
-1.42%
-$239.18 
IQV IQVIA Holdings Inc.
-1.37%
-$293.82 
AMT American Tower Corporation
-1.35%
-$423.8 
OKE ONEOK, Inc.
-1.35%
-$480.68 
KMI Kinder Morgan, Inc.
-1.3%
-$207.5 
PM Philip Morris International Inc.
-1.21%
-$1,176.6 
MPC Marathon Petroleum Corporation
-1.17%
-$92.4 
WTRG Essential Utilities Inc.
-1.13%
-$127.5 
DOCU DocuSign Inc.
-1.07%
-$9.7 
GEVO Gevo Inc.
-1.01%
-$0.6 
BKD Brookdale Senior Living Inc.
-0.99%
-$18.46 
V Visa Inc. Class A
-0.99%
-$998.47 
KO The Coca-Cola Company
-0.97%
-$1,482.3 
MDLZ Mondelez International, Inc.
-0.95%
-$395.28 
VICI Vici Properties Inc.
-0.93%
-$1.32 
SYK Stryker Corporation
-0.93%
-$71.75 
ET Energy Transfer L.P.
-0.92%
-$518.7 
RA Brookfield Real Assets Income Fund Inc.
-0.9%
-$122.7 
WES Western Midstream Partners, LP
-0.9%
-$354.8 
MDU MDU Resources Group, Inc.
-0.9%
-$131.1 
NFLX Netflix, Inc.
-0.89%
-$810.3 
OTTR Otter Tail Corporation
-0.89%
-$43.73 
DXC Dxc Technology Co.
-0.85%
-$4.05 
COST Costco Wholesale Corporation
-0.83%
-$3,160.85 
CB Chubb Limited
-0.78%
-$18.06 
WMB The Williams Companies, Inc.
-0.76%
-$55.55 
PGR Progressive Corporation
-0.75%
-$212.52 
GME Gamestop Corp.
-0.74%
-$0.33 
NTAP NetApp, Inc.
-0.73%
-$746.12 
PDI Pimco Dynamic Income Fund
-0.7%
-$647.34 
DUK Duke Energy Corporation
-0.67%
-$673.85 
BTO John Hancock Financial Opportunities Fund
-0.66%
-$45 
SO The Southern Company
-0.66%
-$509.02 
ES Eversource Energy
-0.62%
-$0.43 
CL Colgate-Palmolive Company
-0.57%
-$204 
ORLY O'Reilly Automotive Inc.
-0.55%
-$82.5 
AFL Aflac Inc.
-0.54%
-$478.8 
MGF MFS Government Markets Income Trust
-0.53%
-$32.04 
WK Workiva Inc.
-0.53%
-$182.78 
YUMC Yum China Holdings Inc.
-0.53%
-$83.95 
CTO CTO Realty Growth, Inc.
-0.52%
-$87.78 
KR Kroger Co.
-0.51%
-$11.22 
CLX The Clorox Company
-0.5%
-$28.5 
STWD Starwood Property Trust Inc.
-0.5%
-$51 
META Meta Platforms Inc Class A
-0.47%
-$1,992.59 
TWLO Twilio Inc.
-0.47%
-$145.5 
SHEL Shell plc
-0.41%
-$57.75 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.4%
-$3.15 
PBA Pembina Pipeline Corporation
-0.39%
-$95 
CME CME Group Inc.
-0.35%
-$100.44 
PG Procter & Gamble Co
-0.35%
-$356.72 
CI The Cigna Group
-0.33%
-$98.5 
MA Mastercard Incorporated
-0.32%
-$216.46 
UNH UnitedHealth Group Incorporated
-0.32%
-$18.41 
SJM The J.M. Smucker Company
-0.32%
-$37 
PIM Putnam Master Intermediate Income Trust
-0.31%
-$92.2 
UL Unilever PLC Sponsored American Depositary Receipt
-0.31%
-$79.92 
T AT&T Inc.
-0.3%
-$279.51 
SSM Sono Group N.V.
-0.27%
-$0.03 
KD Kyndryl Holdings Inc.
-0.27%
-$0.3 
BANX ArrowMark Financial Corp.
-0.26%
-$25.55 
PEP PepsiCo, Inc.
-0.25%
-$235.45 
WMT Walmart Inc.
-0.23%
-$450.52 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$98.08 
PPL PPL Corporation
-0.21%
-$60 
NEE NextEra Energy, Inc.
-0.19%
-$78.88 
AMP Ameriprise Financial, Inc.
-0.14%
-$14.08 
WELL Welltower Inc.
-0.14%
-$30 
HPQ HP Inc.
-0.1%
-$17.87 
EA Electronic Arts Inc.
-0.08%
-$3.2 
PMM Putnam Managed Municipal Income Trust
-0.08%
-$15.53 
AEP American Electric Power Company, Inc.
-0.05%
-$2.16 
XLRE The Real Estate Select Sector SPDR Fund
-0.04%
-$0.78 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$0.9 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$32.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2453 | Longs Won 1620/2453 66% | Profit Factor 44.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $872,119.86 |
| Average Win $95,118.35 | Best Trade (Jun 11) $38.33M | Sharpe Ratio -10.56 |
| Average Loss -$4,167.47 | Worst Trade (Jun 10) -$1.44M | Z-Score 1.41 (84.06%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $61,402.46 |
| 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% | 0.06% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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