Paul B. Ordonio Portfolio
Invests via Park Place Capital Corp. | Managed by Park Place Capital Corp.oration, Matthew H. Foster, CFA
Invests via Park Place Capital Corp.
Managed by Park Place Capital Corp.oration, Matthew H. Foster, CFA
Automatically Tracked
Paul B. Ordonio Profile
With a background steeped in technology innovation and entrepreneurial ventures, Paul B. Ordonio has made significant contributions to the tech landscape. His leadership experiences span multiple startups, where he not only played pivotal roles in product development but also drove strategic growth initiatives. Notably recognized for his ability to navigate complex market dynamics, he possesses a keen understanding of emerging technologies and their applications within various industries. Through his diverse operational experience, he effectively connects technical expertise with market needs, fostering valuable collaborations that accelerate business success.
With a background steeped in technology innovation and entrepreneurial ventures, Paul B. Ordonio has made significant contributions to the tech landscape. His leadership experiences span multiple startups, where he not only played pivotal roles in product development but also drove strategic growth initiatives. Notably recognized for his ability to navigate complex market dynamics, he possesses a keen understanding of emerging technologies and their applications within various industries. Through his diverse operational experience, he effectively connects technical expertise with market needs, fostering valuable collaborations that accelerate business success.
Investment Philosophy & Strategy
Capitalizing on technological advancements, Paul B. Ordonio leverages his entrepreneurial insights to identify transformative opportunities across sectors. His strategy is informed by a deep understanding of innovation cycles and market demands, enabling him to foster initiatives that drive sustainable growth. With an emphasis on collaboration, he integrates technical acumen with business objectives, ensuring relevance in competitive landscapes. The focus lies not just in development but also in creating scalable solutions that resonate within the ecosystem. By aligning operational capabilities with strategic goals, he champions a forward-thinking approach that propels ventures towards success.
Capitalizing on technological advancements, Paul B. Ordonio leverages his entrepreneurial insights to identify transformative opportunities across sectors. His strategy is informed by a deep understanding of innovation cycles and market demands, enabling him to foster initiatives that drive sustainable growth. With an emphasis on collaboration, he integrates technical acumen with business objectives, ensuring relevance in competitive landscapes. The focus lies not just in development but also in creating scalable solutions that resonate within the ecosystem. By aligning operational capabilities with strategic goals, he champions a forward-thinking approach that propels ventures towards success.
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:
39.42%
Gain +0.89%
Monthly
1%
Yearly
12.77%
Drawdown
15.55%
$545.79M
Equity
Holdings
$545.79M
Investment
$439M
$160.32M
Profit +$3.52M
Realized
$53.52M
Unrealized
$106.79M
Dividends
$26.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$3.52M
Win %
72%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$4.36M
Win %
72%
This Month
Compared to last month
Gain
-0.48%
Profit
-$2.64M
Win %
72%
This Year
Compared to last year
Gain
9.67%
Profit
$48.14M
Win %
73%
BE Bloom Energy Corporation
+12.47%
+$15,608.3 
TER Teradyne, Inc.
+11.61%
+$6,856.98 
COIN Coinbase Global, Inc.
+11.36%
+$546.9 
WDC Western Digital Corporation
+11.17%
+$3,865.95 
TSEM Tower Semiconductor Ltd.
+9.97%
+$2,015.85 
HAS Hasbro Inc.
+9.85%
+$249.09 
MMM 3M Company
+9.45%
+$420.98 
STX Seagate Technology Holdings plc
+8.92%
+$2,075.82 
SMTC Semtech Corporation
+8.83%
+$111.2 
MU Micron Technology, Inc.
+8.32%
+$16,632 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+8.13%
+$840 
HOOD Robinhood Markets, Inc.
+7.91%
+$188.4 
MVIS Microvision Inc.
+7.71%
+$23.4 
HBM Hudbay Minerals Inc.
+7.68%
+$1,057.6 
AMAT Applied Materials, Inc.
+7.6%
+$54,252.09 
LSCC Lattice Semiconductor Corporation
+6.99%
+$236.79 
INTC Intel Corporation
+6.84%
+$9,428.8 
HIMX Himax Technologies Inc.
+6.38%
+$1,244.97 
FORM FormFactor Inc.
+6.2%
+$241.43 
MRVL Marvell Technology, Inc.
+5.98%
+$221.54 
CRCL Circle Internet Group, Inc.
+5.88%
+$527.45 
DELL Dell Technologies Inc.
+5.77%
+$18,094.84 
ALMU Aeluma Inc.
+5.75%
+$1,092 
GLW Corning Incorporated
+5.61%
+$352.19 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.6%
+$242.34 
AEIS Advanced Energy Industries Inc.
+5.33%
+$3,877.23 
AMD Advanced Micro Devices, Inc.
+5.21%
+$3,093.96 
MSTR Strategy Inc.
+5.08%
+$178.74 
MKSI MKS Instruments Inc.
+4.95%
+$641.6 
SWKS Skyworks Solutions Inc.
+4.87%
+$1,070.88 
FCX Freeport-McMoRan Inc.
+4.83%
+$599.24 
CRDO Credo Technology Group Holding Ltd.
+4.71%
+$2,754.48 
ENTG Entegris, Inc.
+4.63%
+$5,841.89 
SMCI Super Micro Computer Inc
+4.55%
+$40.15 
SOXX iShares Semiconductor ETF
+4.51%
+$18,502.11 
HPE Hewlett Packard Enterprise Company
+4.49%
+$248 
LRCX Lam Research Corporation
+4.44%
+$1,184.07 
MTSI MACOM Technology Solutions Holdings, Inc.
+4.28%
+$1,224.3 
MOD Modine Manufacturing Company
+4.18%
+$57.18 
FLEX Flex Ltd.
+4.14%
+$1,515.85 
ANET Arista Networks, Inc.
+4.13%
+$11,450.8 
POWI Power Integrations Inc.
+4.12%
+$562.56 
ACVA ACV Auctions Inc.
+4.12%
+$436.15 
KLAC KLA Corporation
+4.09%
+$19,028.78 
GM General Motors Company
+4%
+$585.75 
ARW Arrow Electronics Inc.
+3.88%
+$1,657.76 
ORLY O'Reilly Automotive Inc.
+3.85%
+$9,408.75 
BLOK Amplify Transformational Data Sharing ETF
+3.82%
+$1,032.57 
ON ON Semiconductor Corporation
+3.81%
+$89.1 
ASML ASML Holding N.V. New York Registry Shares
+3.74%
+$13,853.52 
TSLA Tesla, Inc.
+3.69%
+$22,404.88 
SMH VanEck Semiconductor ETF
+3.67%
+$102.6 
NVS Novartis AG Sponsored ADR
+3.62%
+$1,013.54 
KEYS Keysight Technologies, Inc.
+3.62%
+$3,038.46 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+3.57%
+$650.76 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+3.44%
+$1,798.41 
MPWR Monolithic Power Systems, Inc.
+3.44%
+$6,316.94 
RING iShares MSCI Global Gold Miners ETF
+3.32%
+$253.26 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.32%
+$526.11 
AU AngloGold Ashanti plc
+3.19%
+$227.05 
VRT Vertiv Holdings Co
+3.16%
+$1,705.7 
TXN Texas Instruments Inc
+3.13%
+$23,065.44 
NEM Newmont Corporation
+3.1%
+$396.11 
FDX FedEx Corporation
+3.04%
+$3,437.24 
ORCL Oracle Corporation
+3.03%
+$7,566.08 
APH Amphenol Corporation
+3%
+$77,951.65 
IBKR Interactive Brokers Group Inc.
+2.97%
+$1,656.8 
WWD Woodward Inc.
+2.93%
+$2,287 
WAT Waters Corporation
+2.9%
+$332.16 
BHVN Biohaven Ltd.
+2.89%
+$8.17 
SOLS Sollensys Corp
+2.88%
+$313.62 
HXL Hexcel Corporation
+2.78%
+$1,540.56 
IRM Iron Mountain Inc.
+2.78%
+$465.75 
NVT nVent Electric plc
+2.77%
+$2,878.59 
BITB Bitwise Bitcoin ETF
+2.7%
+$1,024.71 
NBIX Neurocrine Biosciences Inc.
+2.7%
+$74.72 
MCHP Microchip Technology Incorporated
+2.68%
+$285.12 
MLI Mueller Industries Inc.
+2.65%
+$49.92 
IBIT iShares Bitcoin Trust
+2.64%
+$1,326 
FIX Comfort Systems USA, Inc.
+2.62%
+$89.9 
ST Sensata Technologies Holding plc
+2.6%
+$236.64 
Q Qnity Electronics Inc.
+2.59%
+$2,059.64 
CAT Caterpillar Inc.
+2.59%
+$2,481.96 
C Citigroup Inc.
+2.56%
+$7,188.65 
TECK Teck Resources Ltd.
+2.55%
+$94.52 
TTE TotalEnergies SE
+2.55%
+$24,231.78 
CDNS Cadence Design Systems, Inc.
+2.55%
+$882 
AAON Aaon Inc.
+2.52%
+$568.54 
KEX Kirby Corporation
+2.52%
+$283.92 
AIQ Global X Artificial Intelligence & Technology ETF
+2.45%
+$1,879.2 
ARGX argenx SE American Depositary Receipt
+2.45%
+$186.48 
UPS United Parcel Service, Inc.
+2.44%
+$2,368.08 
OXY-WT Occidental Petroleum Corporation
+2.41%
+$16 
ING ING Groep N.V. Sponsored ADR
+2.41%
+$6,768.07 
ADI Analog Devices, Inc.
+2.35%
+$7,980.71 
XLK State Street Technology Select Sector SPDR ETF
+2.34%
+$868.69 
CCJ Cameco Corporation
+2.31%
+$4,760.84 
SFBS ServisFirst Bancshares Inc.
+2.27%
+$30,846 
TEL TE Connectivity plc
+2.25%
+$292.8 
EWJ iShares MSCI Japan ETF
+2.25%
+$44.77 
IEMG iShares Core MSCI Emerging Markets ETF
+2.24%
+$110,989.88 
UNH UnitedHealth Group Incorporated
+2.22%
+$22,564.28 
VLUE iShares MSCI USA Value Factor ETF
+2.2%
+$411.84 
AKAM Akamai Technologies Inc.
+2.15%
+$755.19 
NXPI NXP Semiconductors N.V.
+2.15%
+$763.42 
CMI Cummins Inc.
+2.14%
+$4,070.68 
CEG Constellation Energy Corporation
+2.13%
+$2,302.53 
BROS Dutch Bros Inc.
+2.1%
+$576.85 
RDDT Reddit Inc Class A
+2.08%
+$139.49 
BCS Barclays PLC Sponsored ADR
+2.07%
+$106.22 
MC Moelis & Company
+2.06%
+$69 
DYN Dyne Therapeutics Inc.
+2.03%
+$22.32 
BWA BorgWarner Inc.
+2.01%
+$52.08 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+2%
+$428.84 
MS Morgan Stanley
+1.97%
+$12,157.64 
CNQ Canadian Natural Resources Limited
+1.95%
+$612.18 
A Agilent Technologies Inc.
+1.94%
+$589.49 
VGT Vanguard Information Technology ETF
+1.93%
+$3,819.36 
NWG NatWest Group plc Sponsored ADR
+1.9%
+$88.78 
F Ford Motor Company
+1.89%
+$37.63 
DOW Dow Inc.
+1.86%
+$73.45 
JGRO JPMorgan Active Growth ETF
+1.82%
+$8,605.3 
HPQ HP Inc.
+1.82%
+$844.36 
RYAAY Ryanair Holdings plc American Depositary Receipt
+1.82%
+$19.26 
VST Vistra Corp
+1.81%
+$228.8 
LGND Ligand Pharmaceuticals Inc.
+1.8%
+$21.22 
LYB LyondellBasell Industries N.V.
+1.79%
+$17.44 
DLR Digital Realty Trust, Inc.
+1.78%
+$1,934.17 
AVGO Broadcom Inc.
+1.77%
+$75,046.7 
PJT PJT Partners Inc.
+1.77%
+$5,529 
QURE uniQure N.V.
+1.74%
+$11.73 
HON Honeywell International Inc.
+1.72%
+$10,516.5 
DD DuPont de Nemours, Inc.
+1.67%
+$76.01 
ICVT iShares Convertible Bond ETF
+1.66%
+$83.38 
GS The Goldman Sachs Group, Inc.
+1.64%
+$4,656.38 
TRN Trinity Industries Inc.
+1.62%
+$313.88 
GMAB Genmab A/S Sponsored ADR
+1.61%
+$40.5 
MDGL Madrigal Pharmaceuticals, Inc.
+1.61%
+$34.52 
JAZZ Jazz Pharmaceuticals plc
+1.61%
+$375.84 
IYW iShares U.S. Technology ETF
+1.58%
+$1,320.66 
HP Helmerich & Payne Inc.
+1.57%
+$201.4 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.56%
+$146.44 
XOM Exxon Mobil Corporation
+1.54%
+$13,309.48 
QQQM Invesco NASDAQ 100 ETF
+1.53%
+$134,103.5 
TDY Teledyne Technologies Incorporated
+1.53%
+$105.71 
IBN ICICI Bank Limited Sponsored ADR
+1.53%
+$834.47 
IAU iShares Gold Trust
+1.52%
+$19.46 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$11,668.8 
COGT Cogent Biosciences, Inc.
+1.51%
+$14.49 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.51%
+$619.5 
NU Nu Holdings Ltd.
+1.5%
+$88.2 
VWO Vanguard FTSE Emerging Markets ETF
+1.49%
+$185,523.47 
CHRW C.H. Robinson Worldwide, Inc.
+1.49%
+$749.08 
HWM Howmet Aerospace Inc.
+1.48%
+$181.57 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.48%
+$565.71 
APP AppLovin Corporation Class A Common Stock
+1.48%
+$771.82 
FANG Diamondback Energy Inc
+1.47%
+$38,259.97 
WST West Pharmaceutical Services, Inc.
+1.44%
+$817.88 
IXUS iShares Core International Stock ETF
+1.43%
+$68,576.7 
WCC Wesco International Inc.
+1.43%
+$41.04 
JCI Johnson Controls International plc
+1.43%
+$815.9 
IWP iShares Russell Mid-Cap Growth ETF
+1.41%
+$464.86 
NUE Nucor Corporation
+1.4%
+$113.4 
GGAL Grupo Financiero Galicia S.A. ADR
+1.4%
+$175.7 
TM Toyota Motor Corporation
+1.38%
+$51.87 
EFG iShares MSCI EAFE Growth ETF
+1.38%
+$284.58 
EQIX Equinix, Inc.
+1.38%
+$224.96 
IDYA Ideaya Biosciences Inc.
+1.38%
+$19.6 
ISRG Intuitive Surgical, Inc.
+1.38%
+$3,353.39 
HMC Honda Motor Co., Ltd.
+1.37%
+$499.73 
BEN Franklin Resources Inc.
+1.36%
+$2,034.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$340,188.66 
MOG-A Moog Inc.
+1.33%
+$63.24 
CNC Centene Corporation
+1.33%
+$518.87 
VOT Vanguard Mid-Cap Growth ETF
+1.32%
+$3,123.54 
ONL Orion Office REIT Inc.
+1.32%
+$0.17 
MTD Mettler-Toledo International Inc.
+1.31%
+$133.12 
SPXC Spx Technologies Inc.
+1.28%
+$294.84 
AER AerCap Holdings N.V.
+1.26%
+$198.22 
MRSH Marsh & McLennan Companies, Inc.
+1.26%
+$1,939.63 
EME EMCOR Group, Inc.
+1.25%
+$2,428.39 
BAP Credicorp Ltd.
+1.25%
+$3,055.49 
IDUB Aptus International Enhanced Fund
+1.23%
+$361,234.17 
LLY Eli Lilly and Company
+1.23%
+$11,920.12 
ALNY Alnylam Pharmaceuticals Inc
+1.22%
+$962.8 
ELV Elevance Health, Inc.
+1.22%
+$497.55 
EMR Emerson Electric Co.
+1.22%
+$167.66 
OXY Occidental Petroleum Corporation
+1.21%
+$129.31 
GSK GSK plc Sponsored ADR
+1.21%
+$1,321.92 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$27,770.6 
VIK Viking Holdings Ltd
+1.18%
+$1,069.32 
CMG Chipotle Mexican Grill, Inc.
+1.16%
+$1,289.75 
EOG EOG Resources, Inc.
+1.16%
+$13,474.24 
EFA iShares MSCI EAFE ETF
+1.16%
+$4,849.25 
PBR Petrobras S.A. Sponsored ADR
+1.15%
+$185.64 
RBC RBC Bearings Incorporated
+1.15%
+$347.42 
QCOM QUALCOMM Incorporated
+1.15%
+$14,150.22 
BP BP p.l.c. Sponsored ADR
+1.14%
+$204.48 
BIIB Biogen Inc.
+1.1%
+$72.77 
ALGN Align Technology, Inc.
+1.1%
+$203.52 
PIPR Piper Sandler Companies
+1.1%
+$10.02 
PSX Phillips 66
+1.1%
+$1,653.38 
VTRS Viatris Inc.
+1.09%
+$1.11 
OSK Oshkosh Corporation
+1.08%
+$52.36 
VBK Vanguard Small-Cap Growth ETF
+1.08%
+$412.92 
JPM JPMorgan Chase & Co.
+1.08%
+$62,456.06 
CVS CVS Health Corporation
+1.07%
+$1,014.09 
IEFA iShares Core MSCI EAFE ETF
+1.07%
+$111,918.73 
ETN Eaton Corporation plc
+1.07%
+$5,834.4 
EXPD Expeditors International of Washington, Inc.
+1.06%
+$62.2 
CNS Cohen & Steers Inc.
+1.06%
+$83.76 
NVDA NVIDIA Corporation
+1.06%
+$167,822.55 
AVNT Avient Corporation
+1.05%
+$7.6 
SNPS Synopsys, Inc.
+1.04%
+$1,595.44 
IUSG iShares Core S&P U.S. Growth ETF
+1.03%
+$14,250.6 
NTRS Northern Trust Corporation
+1.02%
+$18.6 
NDSN Nordson Corporation
+1.01%
+$103.68 
BBIO BridgeBio Pharma, Inc.
+1.01%
+$6.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1%
+$203.68 
DFIS Dimensional International Small Cap ETF
+0.98%
+$282.21 
INSM Insmed Inc.
+0.98%
+$24.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.98%
+$19,291.8 
TIGO Millicom International Cellular S.A.
+0.98%
+$247 
DPZ Domino's Pizza Inc.
+0.97%
+$593.34 
CSCO Cisco Systems, Inc.
+0.97%
+$9,349.66 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$91.65 
VT Vanguard Total World Stock ETF
+0.96%
+$236 
QGRO American Century U.S. Quality Growth ETF
+0.95%
+$1,564.76 
ROK Rockwell Automation, Inc.
+0.95%
+$21.88 
HALO Halozyme Therapeutics Inc.
+0.95%
+$441 
TROW T. Rowe Price Group, Inc.
+0.95%
+$2,269.67 
CI The Cigna Group
+0.94%
+$48.24 
SAIA Saia, Inc.
+0.93%
+$273.24 
RTX RTX Corporation
+0.91%
+$9,494.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.9%
+$6,223.62 
BAC Bank of America Corporation
+0.9%
+$14,252.84 
PCAR PACCAR Inc.
+0.9%
+$1,765.12 
SHEL Shell plc
+0.9%
+$189.87 
PH Parker-Hannifin Corporation
+0.9%
+$2,228.95 
NET Cloudflare Inc.
+0.89%
+$810.85 
ODFL Old Dominion Freight Line, Inc.
+0.89%
+$24.6 
MUR Murphy Oil Corporation
+0.88%
+$108.55 
IEUR iShares Core MSCI Europe ETF
+0.88%
+$208.94 
APD Air Products and Chemicals, Inc.
+0.87%
+$2,363.28 
COP ConocoPhillips
+0.84%
+$577.2 
CW Curtiss-Wright Corporation
+0.84%
+$1,027.62 
BDYN iShares Dynamic Equity Active ETF
+0.83%
+$1,195.67 
ABBV AbbVie Inc.
+0.83%
+$21,626.77 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.82%
+$138.47 
H Hyatt Hotels Corporation
+0.81%
+$15.4 
ADM Archer-Daniels-Midland Co
+0.81%
+$17.94 
CGNX Cognex Corporation
+0.8%
+$234.51 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.79%
+$1,639.95 
STT State Street Corp
+0.79%
+$23.04 
JVAL JPMorgan U.S. Value Factor ETF
+0.79%
+$531 
CRL Charles River Laboratories International, Inc.
+0.78%
+$335.4 
APO Apollo Global Management, Inc.
+0.78%
+$7,471.23 
DOV Dover Corporation
+0.78%
+$264.04 
BWXT Bwx Technologies Inc.
+0.78%
+$36.96 
VUG Vanguard Growth ETF
+0.77%
+$16,089.48 
WFC Wells Fargo & Company
+0.77%
+$408.31 
HDB HDFC Bank Limited ADR
+0.76%
+$288 
FTI TechnipFMC plc
+0.76%
+$155.87 
BNY BlackRock New York Municipal Income Trust
+0.76%
+$66.36 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.74%
+$5,716.48 
EMN Eastman Chemical Company
+0.73%
+$133 
HLI Houlihan Lokey Inc.
+0.73%
+$564.06 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.72%
+$137,635.5 
FRPT Freshpet Inc.
+0.72%
+$234.11 
ALV Autoliv, Inc.
+0.71%
+$87.15 
MDB MongoDB Inc.
+0.7%
+$291.84 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.7%
+$3,979.72 
MPC Marathon Petroleum Corporation
+0.7%
+$28.73 
MGC Vanguard Mega Cap ETF
+0.7%
+$307.8 
MRK Merck & Co., Inc.
+0.7%
+$6,033.45 
RJF Raymond James Financial Inc.
+0.7%
+$1,080.99 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.68%
+$171.6 
GEV GE Vernova Inc.
+0.68%
+$110.1 
XTIA XTI Aerospace Inc.
+0.67%
+$2.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$1,872 
IVV iShares Core S&P 500 ETF
+0.64%
+$188,048.15 
AMGN Amgen Inc.
+0.62%
+$3,073.57 
CTVA Corteva Inc.
+0.62%
+$135.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.62%
+$107,727.27 
E Eni S.p.A. Sponsored ADR
+0.62%
+$21.05 
GDYN Grid Dynamics Holdings, Inc.
+0.61%
+$36.12 
SNOW Snowflake Inc.
+0.61%
+$41.87 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.61%
+$180.27 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$15,475.41 
SCHW Charles Schwab Corporation
+0.6%
+$176.7 
BX Blackstone Inc.
+0.6%
+$1,419.22 
JNJ Johnson & Johnson
+0.6%
+$3,115.48 
EQT EQT Corporation
+0.6%
+$9.14 
FCFS FirstCash Holdings, Inc.
+0.6%
+$16.25 
KNX Knight-Swift Transportation Holdings Inc.
+0.59%
+$6.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.59%
+$873.35 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$22,444.88 
ACIO Aptus Collared Investment Opportunity ETF
+0.59%
+$278,904.6 
LPLA LPL Financial Holdings Inc.
+0.59%
+$256.69 
VOO Vanguard S&P 500 ETF
+0.58%
+$7,888.35 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.58%
+$669.9 
JHSC John Hancock Multifactor Small Cap ETF
+0.57%
+$2,636.97 
VTR Ventas Inc.
+0.57%
+$74.8 
T AT&T Inc.
+0.57%
+$578.75 
OEF iShares S&P 100 ETF
+0.57%
+$135.53 
WBS Webster Financial Corporation
+0.56%
+$13.6 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.55%
+$18,924.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.54%
+$545.2 
VB Vanguard Small-Cap ETF
+0.54%
+$12.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$167.91 
IJS iShares S&P Small-Cap 600 Value ETF
+0.53%
+$2,601.3 
ULTA Ulta Beauty Inc.
+0.53%
+$174.42 
AMCR Amcor plc
+0.52%
+$2,328.75 
BLK BlackRock, Inc.
+0.52%
+$3,005.79 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$37,947.56 
FEX First Trust Large Cap Core Fund A
+0.5%
+$101.92 
VO Vanguard Mid-Cap ETF
+0.5%
+$1,020.1 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.49%
+$4,332.57 
ADME Aptus Drawdown Managed Equity Fund
+0.49%
+$79,224.21 
PRF Invesco FTSE RAFI US 1000 ETF
+0.49%
+$1,174.48 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$854.32 
XLI Industrial Select Sector SPDR Fund
+0.49%
+$132.24 
PLD Prologis Inc.
+0.47%
+$3,245.2 
WELL Welltower Inc.
+0.47%
+$174.8 
QSR Restaurant Brands International Inc.
+0.47%
+$560.28 
BRP BRP Inc.
+0.46%
+$4.05 
VTV Vanguard Value ETF
+0.45%
+$667.38 
PWR Quanta Services Inc.
+0.45%
+$16,736.7 
PFE Pfizer Inc.
+0.44%
+$2,420.11 
KKR KKR & Co. Inc.
+0.42%
+$23.78 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$638.51 
FTLS First Trust Long/Short Equity ETF
+0.41%
+$110.67 
BMRN Biomarin Pharmaceutical Inc.
+0.41%
+$351.08 
FQAL Fidelity Quality Factor ETF
+0.4%
+$197.28 
BKR Baker Hughes Company
+0.38%
+$4.83 
DVN Devon Energy Corporation
+0.38%
+$149.66 
HUBB Hubbell Inc.
+0.37%
+$8.95 
XLE Energy Select Sector SPDR Fund
+0.36%
+$584.01 
IP International Paper Company
+0.36%
+$21.97 
IWN iShares Russell 2000 Value ETF
+0.34%
+$41.8 
PI Impinj, Inc.
+0.34%
+$2.82 
SKY Skyline Champion Corporation
+0.33%
+$31.05 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.33%
+$1,511.37 
IWR iShares Russell Mid-Cap ETF
+0.32%
+$45.85 
AME Ametek Inc.
+0.32%
+$40.7 
GLOB Globant S.A.
+0.31%
+$24.4 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.3%
+$24.49 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.3%
+$33.81 
GD General Dynamics Corporation
+0.29%
+$4,138.71 
BBD Banco Bradesco S.A. ADR
+0.28%
+$3.26 
XENE Xenon Pharmaceuticals Inc.
+0.28%
+$2.94 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.27%
+$62.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$5,698.89 
OGN Organon & Co.
+0.26%
+$0.35 
JEPI JPMorgan Equity Premium Income Fund
+0.26%
+$1,561.51 
EPAM Epam Systems Inc.
+0.25%
+$1.35 
MEDP Medpace Holdings Inc.
+0.25%
+$277.06 
WAB Wabtec Corporation
+0.25%
+$44.16 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$266.75 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.23%
+$16.72 
CAH Cardinal Health Inc.
+0.23%
+$28.08 
AAPL Apple Inc.
+0.23%
+$18,309.82 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$2,460.16 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$237.16 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.22%
+$110.26 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.22%
+$80.59 
IHG Intercontinental Hotels Group PLC ADR
+0.22%
+$7.14 
ITW Illinois Tool Works Inc.
+0.22%
+$167.56 
TRNS Transcat Inc.
+0.21%
+$27.69 
GRMN Garmin Ltd.
+0.21%
+$7.8 
DE Deere & Company
+0.21%
+$712.69 
IMCR Immunocore Holdings plc American Depositary Receipt
+0.21%
+$1.82 
CVX Chevron Corporation
+0.19%
+$2,384.93 
CBRE CBRE Group Inc.
+0.19%
+$151.58 
PHM PulteGroup Inc.
+0.19%
+$82.34 
BCE BCE Inc.
+0.18%
+$11.2 
TXT Textron Inc.
+0.18%
+$3.63 
CSW CSW Industrials Inc.
+0.18%
+$19.11 
KRMN Karman Holdings Inc.
+0.18%
+$41.36 
GE General Electric Company
+0.17%
+$245.21 
HLT Hilton Worldwide Holdings Inc.
+0.16%
+$193.98 
XLV Health Care Select Sector SPDR Fund
+0.16%
+$4.68 
VSNT Versant Media Group, Inc.
+0.15%
+$5.02 
BMY Bristol-Myers Squibb Company
+0.15%
+$353.61 
LECO Lincoln Electric Holdings, Inc.
+0.15%
+$2.19 
PAYO Payoneer Global Inc.
+0.14%
+$0.56 
SE Sea Ltd.
+0.14%
+$13.5 
J Jacobs Solutions Inc.
+0.14%
+$15.12 
FIVE Five Below, Inc.
+0.14%
+$68.47 
EXPE Expedia Group, Inc.
+0.13%
+$74.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$376.06 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.12%
+$8.25 
INTU Intuit Inc.
+0.12%
+$126.48 
BAX Baxter International Inc.
+0.11%
+$16.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.1%
+$574.95 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$6,545 
VRTX Vertex Pharmaceuticals Incorporated
+0.09%
+$297 
GCOW Pacer Global Cash Cows Dividend ETF
+0.09%
+$19.88 
PKG Packaging Corporation of America
+0.09%
+$34.52 
NZF Nuveen Municipal Credit Income Fund
+0.08%
+$240 
EIX Edison International
+0.08%
+$1.38 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.07%
+$9.82 
META Meta Platforms Inc Class A
+0.07%
+$2,110.18 
CCL Carnival Corporation Ltd.
+0.06%
+$2.94 
GATX GATX Corporation
+0.04%
+$13.92 
CRNX Crinetics Pharmaceuticals Inc.
+0.04%
+$0.63 
SF Stifel Financial Corp.
+0.04%
+$19.74 
PGF Invesco Financial Preferred ETF
+0.04%
+$5.6 
XLF Financial Select Sector SPDR Fund
+0.04%
+$61.98 
BA Boeing Company
+0.03%
+$4.32 
IWD iShares Russell 1000 Value ETF
+0.02%
+$288.31 
WRB W.R. Berkley Corporation
+0.02%
+$1.11 
UAL United Airlines Holdings, Inc.
+0.02%
+$1.54 
BINC iShares Flexible Income Active ETF
+0.01%
+$2.04 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$71.43 
TT Trane Technologies plc
+0.01%
+$1.56 
SUB iShares Short-Term National Muni Bond ETF
0%
+$7.26 
AMTM Amentum Holdings, Inc.
0%
$0 
BLD TopBuild Corp
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DEFR Aptus Deferred Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
H5919C104
0%
$0 
HCA HCA Healthcare Inc.
0%
-$0.01 
HIMU
0%
$0 
HOLX Hologic Inc.
0%
$0 
MRX
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XDEC FT Vest US Equity Enhance & Opportunities Fund
0%
$0 
DHR Danaher Corporation
-13.33%
-$21,198.8 
GPC Genuine Parts Company
-7.2%
-$3,004.21 
RGEN Repligen Corporation
-6.83%
-$1,083.46 
FROG JFrog Ltd
-5.01%
-$253.68 
CELH Celsius Holdings Inc.
-3.6%
-$146.28 
WTFC Wintrust Financial Corporation
-3.55%
-$1,346.76 
SPSC SPS Commerce Inc.
-3.42%
-$645.75 
ETSY Etsy Inc.
-3.32%
-$47.43 
RBRK Rubrik, Inc.
-3.15%
-$66.56 
TYL Tyler Technologies Inc.
-3.15%
-$1,860 
KNSL Kinsale Capital Group Inc.
-3.12%
-$1,431.83 
BHC Bausch Health Companies Inc.
-3.1%
-$21.75 
VLTO Veralto Corporation
-2.97%
-$536.41 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$4,320.33 
HUBS HubSpot, Inc.
-2.95%
-$40.95 
FICO Fair Isaac Corporation
-2.81%
-$1,063.35 
PANW Palo Alto Networks, Inc.
-2.8%
-$74,528.2 
PGR Progressive Corporation
-2.79%
-$59,234.77 
MGY Magnolia Oil & Gas Corp.
-2.76%
-$239 
APPF Appfolio Inc.
-2.75%
-$29.58 
HTHT H World Group Limited American Depositary Receipt
-2.67%
-$352.98 
PCOR Procore Technologies Inc.
-2.63%
-$115.42 
PFG Principal Financial Group, Inc.
-2.62%
-$5,074.76 
MICC The Magnum Ice Cream Company N.V.
-2.6%
-$101.36 
MANH Manhattan Associates Inc.
-2.58%
-$98.41 
WK Workiva Inc.
-2.57%
-$906.99 
TWLO Twilio Inc.
-2.56%
-$1,430.72 
SYF Synchrony Financial
-2.52%
-$142.45 
NOC Northrop Grumman Corporation
-2.52%
-$92.26 
FND Floor & Decor Holdings, Inc.
-2.49%
-$423.44 
NTES NetEase, Inc. American Depositary Receipt
-2.45%
-$240.17 
CHE Chemed Corporation
-2.45%
-$56,025.5 
BFAM Bright Horizons Family Solutions Inc.
-2.41%
-$20.57 
OLLI Ollie's Bargain Outlet Holdings Inc.
-2.41%
-$885.62 
RSG Republic Services, Inc.
-2.4%
-$3,025.88 
SPGI S&P Global Inc.
-2.4%
-$3,805.5 
PEGA Pegasystems Inc.
-2.38%
-$16.61 
CHD Church & Dwight Co., Inc.
-2.33%
-$1,028.28 
GTLB GitLab Inc.
-2.29%
-$24.96 
BR Broadridge Financial Solutions, Inc.
-2.27%
-$35,122 
VRSK Verisk Analytics Inc.
-2.25%
-$2,872.01 
ITIC Investors Title Company
-2.21%
-$4,956.9 
LOPE Grand Canyon Education Inc.
-2.15%
-$1,857.66 
ALC Alcon Inc.
-2.14%
-$2,005.5 
BLDR Builders FirstSource, Inc.
-2.12%
-$20.02 
PRCT Procept BioRobotics Corporation
-2.11%
-$10.94 
DSGX The Descartes Systems Group Inc.
-2.09%
-$894.74 
ROP Roper Technologies Inc.
-2.08%
-$641.75 
XYL Xylem Inc.
-2.06%
-$49.8 
TW Tradeweb Markets Inc.
-2.03%
-$2,006.14 
GDDY Godaddy Inc.
-2.02%
-$597.12 
CSGP CoStar Group, Inc.
-2.02%
-$327 
WM Waste Management, Inc.
-2.02%
-$1,903.02 
TSCO Tractor Supply Company
-2.01%
-$231.8 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-2%
-$174.64 
CHWY Chewy Inc.
-1.98%
-$29.58 
CAVA Cava Group Inc.
-1.97%
-$1,047.5 
SQ Block, Inc.
-1.94%
-$69.52 
MCO Moody's Corporation
-1.93%
-$1,462.5 
MOH Molina Healthcare Inc.
-1.92%
-$39.69 
CCC CCC Intelligent Solutions Holdings Inc.
-1.92%
-$303.24 
BABA Alibaba Group Holding Limited SP ADR
-1.87%
-$987.75 
IT Gartner Inc.
-1.86%
-$1,315 
CL Colgate-Palmolive Company
-1.85%
-$390.44 
NWSA News Corporation
-1.84%
-$94.12 
TMO Thermo Fisher Scientific Inc.
-1.83%
-$25,312.69 
TMUS T-Mobile US, Inc.
-1.81%
-$177.5 
DV DoubleVerify Holdings Inc.
-1.77%
-$205.62 
TJX The TJX Companies, Inc.
-1.77%
-$1,110.27 
GPN Global Payments Inc.
-1.77%
-$359.38 
GWRE GUIDEWIRE SOFTWARE INC
-1.76%
-$1,428.09 
UCBI United Community Banks, Inc.
-1.73%
-$1,478.4 
BIO Bio-Rad Laboratories Inc.
-1.7%
-$380.73 
MELI MercadoLibre, Inc.
-1.7%
-$935.4 
AON Aon plc
-1.7%
-$43.09 
TREX Trex Company, Inc.
-1.67%
-$30.96 
LULU lululemon athletica inc.
-1.66%
-$9,571.96 
PYPL PayPal Holdings Inc
-1.65%
-$169.2 
DXCM DexCom, Inc.
-1.65%
-$82.17 
IPAR Inter Parfums, Inc.
-1.62%
-$832.24 
ADBE Adobe Inc.
-1.62%
-$1,801.2 
SSNC SS&C Technologies Holdings Inc.
-1.62%
-$129.37 
DLB Dolby Laboratories Inc.
-1.61%
-$19.56 
RKT Rocket Companies, Inc. Class A
-1.61%
-$8.1 
JKHY Jack Henry & Associates, Inc.
-1.6%
-$254.8 
ACGL Arch Capital Group Ltd
-1.58%
-$146.51 
LRN Stride, Inc.
-1.58%
-$16.2 
MO Altria Group, Inc.
-1.57%
-$4,755.23 
PZZA Papa John's International, Inc.
-1.57%
-$319.73 
PRVA Privia Health Group, Inc.
-1.52%
-$646.8 
WSO Watsco Inc.
-1.5%
-$7,599.95 
GILD Gilead Sciences Inc.
-1.5%
-$1,298.01 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
-1.49%
-$133.92 
POOL Pool Corporation
-1.47%
-$168.76 
DOCU DocuSign Inc.
-1.47%
-$20.79 
APG Api Group Corporation
-1.46%
-$882.62 
ALL Allstate Corporation
-1.46%
-$85.1 
WMB The Williams Companies, Inc.
-1.44%
-$2,209.55 
EW Edwards Lifesciences Corporation
-1.42%
-$110.86 
FTNT Fortinet Inc.
-1.42%
-$61.29 
AJG Arthur J. Gallagher & Co.
-1.41%
-$3,615.8 
DTE DTE Energy Company
-1.41%
-$28.84 
CME CME Group Inc.
-1.41%
-$6,565.35 
ADSK Autodesk, Inc.
-1.39%
-$54.54 
SBAC SBA Communications Corporation
-1.39%
-$265.12 
LDOS Leidos Holdings Inc.
-1.37%
-$124.95 
SIRI Sirius XM Holdings Inc.
-1.37%
-$1,860.6 
WEC WEC Energy Group Inc.
-1.36%
-$8,358.39 
VEEV Veeva Systems Inc.
-1.36%
-$1,364.12 
CXE MFS High Income Municipal Trust
-1.35%
-$513.1 
MNST Monster Beverage Corporation
-1.35%
-$1,843.97 
WMT Walmart Inc.
-1.34%
-$39,781.5 
CPRT Copart Inc.
-1.33%
-$17,475.1 
ADP Automatic Data Processing Inc.
-1.32%
-$1,521 
ALRM Alarm.com Holdings Inc.
-1.32%
-$228.2 
DG Dollar General Corporation
-1.31%
-$88.56 
PLNT Planet Fitness Inc.
-1.3%
-$8.64 
PG Procter & Gamble Co
-1.3%
-$3,575.42 
CPAY Corpay, Inc.
-1.29%
-$4.78 
EBAY eBay Inc.
-1.29%
-$190.28 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.29%
-$72.96 
PEG Public Service Enterprise Group Incorporated
-1.28%
-$124.37 
EXPO Exponent Inc.
-1.28%
-$417.6 
UL Unilever PLC Sponsored American Depositary Receipt
-1.27%
-$5,392.54 
CRM Salesforce Inc
-1.27%
-$11,945.95 
UFPI UFP Industries, Inc.
-1.26%
-$78.84 
KMI Kinder Morgan, Inc.
-1.26%
-$3,166.84 
XP Xp Inc.
-1.25%
-$21.63 
IQV IQVIA Holdings Inc.
-1.23%
-$490 
ATO Atmos Energy Corporation
-1.22%
-$71.28 
DRI Darden Restaurants, Inc.
-1.22%
-$424.23 
ABCB Ameris Bancorp
-1.21%
-$137.5 
RMD ResMed Inc.
-1.21%
-$312 
ED Consolidated Edison, Inc.
-1.21%
-$218.42 
LOW Lowe's Companies Inc.
-1.2%
-$607.6 
IDXX IDEXX Laboratories, Inc.
-1.2%
-$431.36 
FERG Ferguson Enterprises Inc
-1.19%
-$204 
AEE Ameren Corporation
-1.19%
-$66.81 
LII Lennox International Inc.
-1.18%
-$44.21 
FIS Fidelity National Information Services, Inc.
-1.18%
-$9 
SYK Stryker Corporation
-1.18%
-$1,897.57 
COLB Columbia Banking System, Inc.
-1.17%
-$1,408.71 
SRE Sempra
-1.17%
-$907.36 
STE STERIS plc
-1.17%
-$342.5 
BDX Becton, Dickinson and Company
-1.16%
-$84.13 
TTD The Trade Desk, Inc. Class A
-1.15%
-$6.02 
GWW W.W. Grainger, Inc.
-1.15%
-$3,766.63 
PSA Public Storage Common Stock
-1.15%
-$144.8 
SO The Southern Company
-1.14%
-$6,863.4 
SHOP Shopify Inc.
-1.14%
-$2,932.3 
AFL Aflac Inc.
-1.14%
-$396.2 
MCD McDonald's Corporation
-1.13%
-$3,053.23 
CLX The Clorox Company
-1.12%
-$15.12 
GIL Gildan Activewear Inc.
-1.12%
-$139.69 
YUM Yum! Brands, Inc.
-1.12%
-$115.15 
CRH CRH plc
-1.11%
-$297.48 
HD The Home Depot, Inc.
-1.1%
-$7,729.94 
SLB Schlumberger Limited
-1.1%
-$12,548.04 
PCTY Paylocity Holding Corporation
-1.09%
-$423.95 
GOOGL Alphabet Inc
-1.09%
-$57,624.56 
LNG Cheniere Energy Inc.
-1.08%
-$120.12 
MDLZ Mondelez International, Inc.
-1.08%
-$2,777.45 
FCNCA First Citizens BancShares, Inc.
-1.07%
-$66.78 
GOOG Alphabet Inc
-1.06%
-$18,827.16 
VICI Vici Properties Inc.
-1.06%
-$33.63 
AEP American Electric Power Company, Inc.
-1.06%
-$157.07 
ECL Ecolab Inc.
-1.06%
-$114 
V Visa Inc. Class A
-1.06%
-$39,829.84 
CBT Cabot Corporation
-1.05%
-$5.61 
KR Kroger Co.
-1.04%
-$77.47 
NOW ServiceNow, Inc.
-1.03%
-$18,127.72 
TTWO Take-Two Interactive Software, Inc.
-1.02%
-$356.24 
DDOG Datadog, Inc. Class A Common Stock
-1.01%
-$2,106.76 
RNST Renasant Corporation
-1.01%
-$49,434.71 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.01%
-$68.51 
KMB Kimberly-Clark Corporation
-1%
-$2,710.83 
MSI Motorola Solutions, Inc.
-1%
-$535.6 
LEN-B Lennar Corporation
-1%
-$8.96 
PM Philip Morris International Inc.
-1%
-$11,194 
RF Regions Financial Corporation
-1%
-$137.64 
DASH DoorDash, Inc.
-0.98%
-$135.05 
MDT Medtronic plc
-0.97%
-$2,872.26 
PRIM Primoris Services Corporation
-0.96%
-$153.64 
COST Costco Wholesale Corporation
-0.96%
-$5,931.86 
RBA Rb Global Inc.
-0.96%
-$929.62 
PAYX Paychex Inc.
-0.95%
-$9,098.1 
EWBC East West Bancorp Inc.
-0.95%
-$374.42 
FDS FactSet Research Systems Inc.
-0.95%
-$19.52 
LMT Lockheed Martin Corporation
-0.95%
-$2,255.04 
LEN Lennar Corporation
-0.95%
-$65.94 
RGA Reinsurance Group of America, Inc.
-0.95%
-$387.6 
FLO Flowers Foods, Inc.
-0.94%
-$228.88 
TRV The Travelers Companies, Inc.
-0.94%
-$555.2 
SHW The Sherwin-Williams Company
-0.94%
-$2,751.25 
MA Mastercard Incorporated
-0.93%
-$2,845.31 
AWK American Water Works Company, Inc.
-0.93%
-$43.4 
ABNB Airbnb, Inc.
-0.93%
-$1,400.3 
IBM International Business Machines Corporation
-0.92%
-$1,351.92 
TGT Target Corporation
-0.91%
-$153.67 
AMZN Amazon.com Inc
-0.91%
-$66,715.59 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
-0.9%
-$71.34 
BTI British American Tobacco p.l.c. ADR
-0.9%
-$5,556.88 
FISV Fiserv, Inc.
-0.89%
-$5.98 
NKE Nike, Inc. - Class B
-0.89%
-$1,173.87 
TXRH Texas Roadhouse Inc.
-0.87%
-$598.53 
SSD Simpson Manufacturing Co., Inc.
-0.87%
-$205.74 
AXS AXIS Capital Holdings Limited
-0.87%
-$107 
DUK Duke Energy Corporation
-0.87%
-$4,443.93 
AMT American Tower Corporation
-0.86%
-$19,798.32 
ENSG The Ensign Group, Inc.
-0.86%
-$619.96 
VDC VANGUARD CONSUMER STAPLES ETF
-0.85%
-$196 
AORT Artivion Inc.
-0.85%
-$32.03 
BOOT Boot Barn Holdings, Inc.
-0.84%
-$98.28 
SGI Somnigroup International Inc.
-0.84%
-$284.38 
CCI Crown Castle Inc.
-0.84%
-$358.94 
ZTS Zoetis Inc.
-0.83%
-$534.03 
COF Capital One Financial Corporation
-0.83%
-$695.97 
TOST Toast Inc.
-0.83%
-$747.66 
MKC McCormick & Company, Incorporated
-0.82%
-$10,432.23 
SPOT Spotify Technology S.A.
-0.82%
-$28.18 
TCOM Trip.com Group Limited American Depositary Receipt
-0.81%
-$69.84 
EXC Exelon Corporation
-0.81%
-$92.87 
PLTR Palantir Technologies Inc.
-0.8%
-$317.52 
HLN Haleon Plc - ADR
-0.8%
-$844.96 
ETR Entergy Corporation
-0.8%
-$429.87 
ICE Intercontinental Exchange, Inc.
-0.8%
-$293.63 
ROL Rollins, Inc.
-0.79%
-$270.51 
KNTK Kinetik Holdings Inc.
-0.79%
-$819.32 
PPL PPL Corporation
-0.79%
-$1,753.36 
ACN Accenture plc Class A
-0.79%
-$5,843.64 
XEL Xcel Energy Inc.
-0.79%
-$2,540.14 
EQR Equity Residential
-0.79%
-$24.3 
TSN Tyson Foods Inc.
-0.78%
-$91.35 
HBAN Huntington Bancshares Incorporated
-0.78%
-$3,852.77 
KVUE Kenvue Inc.
-0.76%
-$8.7 
TRP TC Energy Corporation
-0.76%
-$3,361.8 
CSX CSX Corporation
-0.76%
-$361.76 
LAMR Lamar Advertising Company
-0.75%
-$673.97 
GKOS Glaukos Corporation
-0.75%
-$526.64 
CTAS Cintas Corporation
-0.74%
-$949.5 
CTSH Cognizant Technology Solutions Corporation
-0.74%
-$43.89 
TKO Tko Group Holdings Inc.
-0.74%
-$342.9 
O Realty Income Corporation
-0.74%
-$1,927.68 
CBOE Cboe Global Markets Inc.
-0.73%
-$54.81 
L Loews Corporation
-0.73%
-$7,568.44 
FAST Fastenal Co.
-0.73%
-$1,585.67 
ELS Equity Lifestyle Properties Inc.
-0.72%
-$25.85 
DEO Diageo plc Sponsored ADR
-0.72%
-$356.24 
CCEP Coca-Cola Europacific Partners PLC
-0.71%
-$1,230 
CFR Cullen/Frost Bankers Inc.
-0.71%
-$51.53 
FITB Fifth Third Bancorp
-0.7%
-$9,356.8 
AM Antero Midstream Corporation
-0.69%
-$7.59 
HIG The Hartford Insurance Group, Inc.
-0.68%
-$67.45 
MAA Mid-America Apartment Communities, Inc.
-0.67%
-$42.96 
RNR Renaissancere Holdings Ltd.
-0.66%
-$254.06 
ROST Ross Stores, Inc.
-0.66%
-$925.08 
LIN Linde plc
-0.66%
-$1,677.49 
LH Labcorp Holdings Inc.
-0.65%
-$261.69 
AGYS Agilysys Inc.
-0.65%
-$130.41 
MUSA Murphy USA Inc.
-0.65%
-$16.16 
EQH Equitable Holdings, Inc.
-0.64%
-$6.2 
PNTG The Pennant Group, Inc.
-0.64%
-$90.42 
HSY The Hershey Company
-0.64%
-$259.42 
TFIN Triumph Financial, Inc.
-0.6%
-$94 
DAL Delta Air Lines, Inc.
-0.6%
-$136.17 
VOYA Voya Financial Inc.
-0.6%
-$458.75 
EVRG Evergy Inc.
-0.6%
-$25.5 
OPCH Option Care Health Inc.
-0.6%
-$107.25 
MTN Vail Resorts, Inc.
-0.59%
-$548.41 
FE FirstEnergy Corp.
-0.59%
-$3,183.74 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
-0.58%
-$93.6 
HEI.A Heico Corporation
-0.58%
-$27.55 
PATK Patrick Industries Inc.
-0.58%
-$37.85 
FOXA Fox Corporation
-0.57%
-$9.57 
GEHC GE HealthCare Technologies Inc.
-0.57%
-$21.24 
AIG American International Group Inc.
-0.55%
-$89.32 
MSFT Microsoft Corp.
-0.54%
-$37,779.92 
UBER Uber Technologies, Inc.
-0.54%
-$1,333.02 
ZM Zoom Video Communications, Inc.
-0.54%
-$9.8 
KIM Kimco Realty Corporation
-0.54%
-$1,712.63 
FVD First Trust Value Line Dividend Index Fund
-0.54%
-$129.59 
CSL Carlisle Companies Inc.
-0.54%
-$80.5 
EMLP First Trust North American Energy Infrastructure Fund
-0.53%
-$23.73 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.53%
-$12.3 
HEI Heico Corporation
-0.52%
-$676.51 
XLC Communication Services Select Sector SPDR Fund
-0.52%
-$1,918.06 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.52%
-$5,953.69 
UNP Union Pacific Corporation
-0.51%
-$1,352.8 
PSO Pearson plc Sponsored ADR
-0.51%
-$59.33 
SMG Scotts Miracle-Gro Co.
-0.51%
-$160.81 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$562.24 
EHC Encompass Health Corporation
-0.5%
-$272.33 
BAH Booz Allen Hamilton Holding Corporation
-0.5%
-$16.42 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$3,544.45 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.49%
-$28.41 
FWRG First Watch Restaurant Group, Inc.
-0.49%
-$65.82 
NGG National Grid plc Sponsored ADR
-0.49%
-$2,070.76 
WBD Warner Bros. Discovery, Inc.
-0.48%
-$42.37 
AXP American Express Company
-0.47%
-$901.79 
DECK Deckers Outdoor Corporation
-0.47%
-$123.48 
COO The Cooper Companies, Inc.
-0.46%
-$59.4 
MCK McKesson Corporation
-0.45%
-$67.68 
NEE NextEra Energy, Inc.
-0.45%
-$6,218.48 
KVYO Klaviyo Inc.
-0.44%
-$2.96 
MKL Markel Group Inc.
-0.44%
-$174.2 
CM Canadian Imperial Bank of Commerce
-0.44%
-$155.01 
TD The Toronto-Dominion Bank
-0.44%
-$219.97 
DVY iShares Select Dividend ETF
-0.43%
-$4,495.4 
BSX Boston Scientific Corporation
-0.43%
-$2,219.77 
UPWK Upwork Inc.
-0.43%
-$1.76 
SYY Sysco Corporation
-0.41%
-$348.15 
MLM Martin Marietta Materials, Inc.
-0.41%
-$99.22 
PRU Prudential Financial, Inc.
-0.41%
-$867.84 
EYE National Vision Holdings Inc.
-0.37%
-$2.77 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.36%
-$745 
GIS General Mills, Inc.
-0.35%
-$30.42 
ABT Abbott Laboratories
-0.34%
-$258.3 
PCG PG&E Corporation
-0.34%
-$5.34 
LHX L3Harris Technologies, Inc.
-0.34%
-$74.1 
MAS Masco Corporation
-0.34%
-$145.86 
KT KT Corporation
-0.34%
-$109.5 
GMED Globus Medical Inc.
-0.32%
-$25.73 
INFY Infosys Limited
-0.31%
-$33.18 
SNY Sanofi American Depositary Receipt
-0.3%
-$1,627.99 
FHI Federated Hermes Inc.
-0.29%
-$241.4 
MDU MDU Resources Group, Inc.
-0.29%
-$5.94 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.28%
-$22.8 
BCPC Balchem Corporation
-0.27%
-$18.48 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$288.58 
CB Chubb Limited
-0.26%
-$197.03 
SPGP Invesco S&P 500 GARP ETF
-0.26%
-$34.88 
D Dominion Energy, Inc.
-0.26%
-$28.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.23%
-$111.5 
RTO Rentokil Initial plc Sponsored ADR
-0.23%
-$145.95 
COLD Americold Realty Trust
-0.23%
-$37.24 
RACE Ferrari N.V.
-0.23%
-$12.6 
HQY HealthEquity Inc.
-0.22%
-$22.28 
DIS The Walt Disney Company
-0.21%
-$145.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$45.41 
SOBO South Bow Corporation
-0.2%
-$0.45 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.2%
-$27.59 
MBB iShares MBS ETF
-0.2%
-$125.98 
VMI Valmont Industries, Inc.
-0.2%
-$6.18 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$168.14 
DRSK Aptus Defined Risk ETF
-0.19%
-$41,639.29 
AGZ iShares Agency Bond ETF
-0.18%
-$29.8 
SYSB iShares Systematic Bond ETF
-0.18%
-$16.16 
DHI D.R. Horton, Inc.
-0.18%
-$167.95 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$60.4 
TFC Truist Financial Corporation
-0.18%
-$1,236.78 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$7,785.2 
HII Huntington Ingalls Industries Inc.
-0.17%
-$4.14 
URI United Rentals, Inc.
-0.17%
-$13.76 
RPM RPM International Inc.
-0.16%
-$7.68 
PEP PepsiCo, Inc.
-0.15%
-$1,141.19 
VLO Valero Energy Corporation
-0.15%
-$198.24 
RBLX Roblox Corporation
-0.15%
-$3.52 
SPG Simon Property Group, Inc.
-0.14%
-$37.62 
THO Thor Industries Inc.
-0.14%
-$4.84 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$6,763.51 
MLN VanEck Long Muni ETF
-0.14%
-$88.37 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$20.12 
NSC Norfolk Southern Corporation
-0.14%
-$1,686.36 
BN Brookfield Corporation
-0.13%
-$258.5 
DORM Dorman Products, Inc.
-0.13%
-$1.4 
GVI iShares Intermediate Government Bond ETF
-0.12%
-$520 
MUB iShares National Muni Bond ETF
-0.12%
-$502.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$76.67 
RY Royal Bank of Canada
-0.11%
-$80.84 
CASY Casey's General Stores Inc.
-0.11%
-$398.41 
BMO Bank of Montreal
-0.11%
-$281.58 
AIT Applied Industrial Technologies Inc.
-0.1%
-$1.73 
EPD Enterprise Products Partners L.P.
-0.1%
-$952.6 
KAI Kadant Inc.
-0.1%
-$53.01 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.1%
-$90.02 
RPRX Royalty Pharma plc
-0.1%
-$191.68 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.1%
-$164.76 
UBND VictoryShares Core Plus Intermediate Bond Fund
-0.09%
-$84.64 
VZ Verizon Communications Inc.
-0.09%
-$549.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,016.19 
TPR Tapestry Inc.
-0.09%
-$69.5 
RCL Royal Caribbean Group
-0.09%
-$12.25 
USB U.S. Bancorp
-0.09%
-$687.5 
KO The Coca-Cola Company
-0.09%
-$1,278.83 
OSCV Opus Small Cap Value ETF
-0.08%
-$17,568.28 
EA Electronic Arts Inc.
-0.08%
-$2.38 
TVTX Travere Therapeutics Inc.
-0.08%
-$1.3 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.08%
-$1,575.49 
UPSD Aptus Large Cap Upside ETF
-0.08%
-$12,627.08 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$87.57 
AMP Ameriprise Financial, Inc.
-0.07%
-$227.23 
SNA Snap-on Inc.
-0.07%
-$138.04 
JUCY Aptus Enhanced Yield ETF
-0.07%
-$3,360.55 
CMCSA Comcast Corp
-0.06%
-$41.98 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$22.65 
PEN Penumbra Inc.
-0.06%
-$34.2 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$22.9 
TECH Bio-Techne Corporation
-0.06%
-$18.72 
BXP Boston Properties, Inc.
-0.05%
-$14.18 
ITT Itt Inc.
-0.05%
-$6.7 
ALB Albemarle Corporation
-0.05%
-$13.56 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$586.58 
COR Cencora, Inc.
-0.05%
-$63 
CARR Carrier Global Corporation
-0.04%
-$1.95 
LW Lamb Weston Holdings, Inc.
-0.04%
-$31.38 
VNQ Vanguard Real Estate ETF
-0.04%
-$44.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$26.52 
QGEN QIAGEN N.V.
-0.03%
-$6.9 
NFLX Netflix, Inc.
-0.02%
-$96.81 
CR Crane NXT Co.
-0.01%
-$17.97 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$111.55 
FDN First Trust Dow Jones Internet Index Fund
-0.01%
-$0.75 
PPG PPG Industries Inc.
0%
-$0.47 Events
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Dividends
Dividend Analysis
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| Trades 8140 | Longs Won 5452/8140 66% | Profit Factor 7.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,416.92 |
| Average Win $33,609 | Best Trade (Jul 22) $6.46M | Sharpe Ratio -16.55 |
| Average Loss -$8,526.92 | Worst Trade (Jul 24) -$829,864 | Z-Score 12.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m | Expectancy $19,694.83 |
| 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, 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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FAQ
Which stocks have generated the highest profits for Paul B. Ordonio?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.27M, iShares Core S&P Total U.S. Stock Market ETF - $3.25M, ISHARES S&P 500 GROWTH ETF (3IS8) - $2.3M, Vanguard Growth ETF - $2.09M, and Aptus International Enhanced Fund - $2.09M. 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 - $673,685.6, Humana Inc - $427,928.13, Roper Technologies Inc - $340,972.02, Pfizer Inc - $300,997.28, and CVS Health Corporation - $287,414.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul B. Ordonio's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.66M earned over time. The largest contributors to dividend income include Aptus International Enhanced Fund - $2.09M, Aptus Defined Risk ETF - $1.16M, VANGUARD FTSE DEVELOPED MARKETS ETF - $811,355.11, iShares Core MSCI EAFE ETF - $744,947.13, and Aptus Enhanced Yield ETF - $679,103.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul B. Ordonio's monthly returns?
Paul B. Ordonio's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Paul B. Ordonio's strategy be considered aggressive or moderate?
Paul B. Ordonio's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Paul B. Ordonio's strategy?
Paul B. Ordonio's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
