Michelle Johnston Portfolio
Invests via 1620 INVESTMENT ADVISORS Inc. | Managed by Todd A. Johnston, Susan M. Rourke, CFA, William D. Benjes, Jr., CFA, Kyle A. Johnston, CFA
Invests via 1620 INVESTMENT ADVISORS Inc.
Managed by Todd A. Johnston, Susan M. Rourke, CFA, William D. Benjes, Jr., CFA, Kyle A. Johnston, CFA
Automatically Tracked
Michelle Johnston Profile
With a dynamic background in corporate leadership and entrepreneurship, Michelle Johnston has established herself as a transformative force across various sectors. Her career spans notable executive roles where she has spearheaded growth initiatives and navigated complex organizational challenges. An advocate for innovation, she possesses significant experience in driving operational efficiencies that align with market needs. In addition to her corporate accomplishments, her involvement with startups reflects a commitment to fostering entrepreneurial ecosystems. Recognized for strategic vision and the ability to leverage insights into action, Johnston continues to influence the landscape of business through impactful decision-making.
With a dynamic background in corporate leadership and entrepreneurship, Michelle Johnston has established herself as a transformative force across various sectors. Her career spans notable executive roles where she has spearheaded growth initiatives and navigated complex organizational challenges. An advocate for innovation, she possesses significant experience in driving operational efficiencies that align with market needs. In addition to her corporate accomplishments, her involvement with startups reflects a commitment to fostering entrepreneurial ecosystems. Recognized for strategic vision and the ability to leverage insights into action, Johnston continues to influence the landscape of business through impactful decision-making.
Investment Philosophy & Strategy
The investment approach is deeply influenced by a keen understanding of market dynamics and operational excellence. Michelle Johnston leverages her extensive leadership experience to identify emerging opportunities in sectors ripe for transformation. Her strategic thinking emphasizes sustainable growth, driven by innovation and adaptability. Focusing on impactful investments, she seeks to nurture businesses that showcase scalability potential while fostering efficiencies within their operations. Through an entrepreneurial lens, decision-making tends to be grounded in rigorous analysis complemented by a forward-looking vision aimed at achieving lasting value.
The investment approach is deeply influenced by a keen understanding of market dynamics and operational excellence. Michelle Johnston leverages her extensive leadership experience to identify emerging opportunities in sectors ripe for transformation. Her strategic thinking emphasizes sustainable growth, driven by innovation and adaptability. Focusing on impactful investments, she seeks to nurture businesses that showcase scalability potential while fostering efficiencies within their operations. Through an entrepreneurial lens, decision-making tends to be grounded in rigorous analysis complemented by a forward-looking vision aimed at achieving lasting value.
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:
75.2%
Gain -0.5%
Monthly
0.92%
Yearly
11.68%
Drawdown
19.08%
$156.41M
Equity
Holdings
$156.41M
Investment
$128.69M
$45.84M
Profit -$565,914.82
Realized
$18.11M
Unrealized
$27.72M
Dividends
$13.36M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$565,914.82
Win %
63%
This Week
Compared To Last Week
Gain
-1.36%
Profit
-$2.16M
Win %
63%
This Month
Compared to last month
Gain
-1.05%
Profit
-$1.66M
Win %
63%
This Year
Compared to last year
Gain
-0.39%
Profit
-$589,542.08
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$120,867.97 
ETN Eaton Corporation plc
+7.32%
+$69,189.64 
GOOG Alphabet Inc
+6.88%
+$7,005.85 
GOOGL Alphabet Inc
+6.73%
+$61,163.34 
VRT Vertiv Holdings Co
+6.18%
+$140.7 
INVX Innovex International Inc.
+5.72%
+$2,094.56 
COHR Coherent Corp.
+5.55%
+$6,915.01 
NTGR Netgear Inc.
+5.32%
+$1,178.52 
MTX Minerals Technologies Inc.
+5.14%
+$2,737.82 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$47.44 
SOLS Sollensys Corp
+4.84%
+$5,938.08 
SNPS Synopsys, Inc.
+4.41%
+$147.87 
VELO Velo3D, Inc.
+4.38%
+$3.83 
CGNX Cognex Corporation
+4.18%
+$8,693.16 
HDSN Hudson Technologies Inc.
+4.14%
+$2,983.2 
FTI TechnipFMC plc
+3.98%
+$2,589.3 
YUMC Yum China Holdings Inc.
+3.68%
+$256.5 
TWLO Twilio Inc.
+3.36%
+$6,563.85 
AMKR Amkor Technology Inc.
+3.34%
+$4,643.24 
TT Trane Technologies plc
+3.33%
+$777.51 
META Meta Platforms Inc Class A
+3.28%
+$1,891.76 
QTWO Q2 Holdings Inc.
+3.05%
+$6,058.8 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$2,030.4 
MSFT Microsoft Corp.
+3.02%
+$60,568.1 
HTGC Hercules Capital Inc.
+3.01%
+$11,341.44 
PLOW Douglas Dynamics Inc.
+2.99%
+$25.6 
AX Axos Financial Inc.
+2.98%
+$1,236.46 
NVDA NVIDIA Corporation
+2.93%
+$7,068.99 
APA APA Corporation
+2.73%
+$79.2 
GNRC Generac Holdings Inc.
+2.71%
+$3,946.8 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$371.2 
NTAP NetApp, Inc.
+2.6%
+$32,512.36 
WRBY Warby Parker Inc.
+2.58%
+$134 
DRH DiamondRock Hospitality Company
+2.56%
+$22,484.55 
AR Antero Resources Corporation
+2.38%
+$1,418.76 
CVX Chevron Corporation
+2.35%
+$33,705.64 
MRVL Marvell Technology, Inc.
+2.32%
+$4,613.58 
ORLY O'Reilly Automotive Inc.
+2.28%
+$29.85 
CNC Centene Corporation
+2.27%
+$234.6 
BP BP p.l.c. Sponsored ADR
+2.26%
+$50 
FAST Fastenal Co.
+2.25%
+$2,604 
GLW Corning Incorporated
+2.24%
+$20,067.69 
WDC Western Digital Corporation
+2.21%
+$1,239.01 
EOG EOG Resources, Inc.
+2.19%
+$95.4 
CSCO Cisco Systems, Inc.
+2.14%
+$7,379.91 
LNG Cheniere Energy Inc.
+2.13%
+$14,034 
PSA Public Storage Common Stock
+2.12%
+$194.88 
USAR USA Rare Earth, Inc.
+2.05%
+$208.5 
GWW W.W. Grainger, Inc.
+1.97%
+$534.6 
OKE ONEOK, Inc.
+1.95%
+$7,139.22 
JCI Johnson Controls International plc
+1.93%
+$21,870.26 
ROK Rockwell Automation, Inc.
+1.93%
+$2,603.08 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,835.05 
GROV Grove Collaborative Holdings, Inc.
+1.85%
+$14 
EPAM Epam Systems Inc.
+1.83%
+$38 
ABSI Absci Corporation
+1.83%
+$84 
CRM Salesforce Inc
+1.83%
+$334.31 
PCOR Procore Technologies Inc.
+1.82%
+$250.88 
ZBRA Zebra Technologies Corporation
+1.82%
+$420 
ORCL Oracle Corporation
+1.81%
+$6,525.75 
AMC AMC Entertainment Holdings, Inc.
+1.8%
+$2.65 
BYND Beyond Meat Inc.
+1.8%
+$0.1 
VITL Vital Farms Inc.
+1.76%
+$312.4 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$3,496.94 
RDNT RadNet Inc.
+1.74%
+$1.09 
CINF Cincinnati Financial Corporation
+1.69%
+$38.35 
ENTG Entegris, Inc.
+1.66%
+$2,714.06 
ZTS Zoetis Inc.
+1.66%
+$18.9 
EVCM Evercommerce Inc.
+1.65%
+$37.4 
J Jacobs Solutions Inc.
+1.64%
+$4.36 
KMI Kinder Morgan, Inc.
+1.64%
+$8,442.2 
ACN Accenture plc Class A
+1.61%
+$34.19 
FANG Diamondback Energy Inc
+1.59%
+$2,846.1 
VZ Verizon Communications Inc.
+1.52%
+$13,050.8 
LMT Lockheed Martin Corporation
+1.5%
+$2,045.31 
PR Permian Resources Corporation
+1.48%
+$851.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$48.43 
NOC Northrop Grumman Corporation
+1.43%
+$15.26 
PH Parker-Hannifin Corporation
+1.43%
+$27.48 
GE General Electric Company
+1.42%
+$1,755.47 
MKSI MKS Instruments Inc.
+1.42%
+$3,452.82 
WDAY Workday Inc.
+1.41%
+$2,820.95 
SLB Schlumberger Limited
+1.39%
+$1,034.96 
KLAC KLA Corporation
+1.38%
+$1,140.42 
NEWT NewtekOne Inc.
+1.37%
+$4,927.4 
LAR Lithium Argentina AG
+1.35%
+$7.04 
CIEN Ciena Corporation
+1.34%
+$1,678.25 
CAH Cardinal Health Inc.
+1.3%
+$7,355.58 
RRX Regal Rexnord Corporation
+1.3%
+$2,896.08 
CNK Cinemark Holdings Inc.
+1.22%
+$932.8 
WFC Wells Fargo & Company
+1.19%
+$1,193.4 
HONA Honeywell Aerospace Inc.
+1.18%
+$246.84 
AMAT Applied Materials, Inc.
+1.18%
+$4,029.71 
ITW Illinois Tool Works Inc.
+1.15%
+$149.5 
MSI Motorola Solutions, Inc.
+1.14%
+$9.86 
THG Hanover Insurance Group, Inc.
+1.1%
+$480.06 
VEEV Veeva Systems Inc.
+1.1%
+$1,627.26 
RBRK Rubrik, Inc.
+1.09%
+$1,421.94 
OKTA Okta Inc.
+1.07%
+$3,358.22 
NOW ServiceNow, Inc.
+1.05%
+$1,230.76 
NBIS Nebius Group N.V.
+1.05%
+$1.98 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$94 
TEX Terex Corporation
+1%
+$238.08 
GENK Gen Restaurant Group Inc.
+0.99%
+$0.3 
CMT Core Molding Technologies, Inc.
+0.99%
+$67.39 
ADP Automatic Data Processing Inc.
+0.98%
+$1,774.14 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$94.64 
TTE TotalEnergies SE
+0.95%
+$4,666.27 
UNP Union Pacific Corporation
+0.92%
+$58.74 
DTM Dt Midstream Inc.
+0.9%
+$57.81 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$13 
AMLP Alerian MLP ETF
+0.89%
+$284.69 
WMB The Williams Companies, Inc.
+0.89%
+$3,805.2 
SCHW Charles Schwab Corporation
+0.87%
+$30.03 
IBM International Business Machines Corporation
+0.86%
+$5,296.37 
GEV GE Vernova Inc.
+0.85%
+$698.04 
CP Canadian Pacific Kansas City Limited
+0.83%
+$1,007.4 
FHI Federated Hermes Inc.
+0.82%
+$8,419.67 
MCD McDonald's Corporation
+0.82%
+$63.8 
WAY Waystar Holding Corp.
+0.81%
+$1,285.2 
ESS Essex Property Trust, Inc.
+0.81%
+$456 
EMR Emerson Electric Co.
+0.79%
+$1,936.4 
PSMT PriceSmart Inc.
+0.79%
+$1,120.24 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,134.99 
HIFS Hingham Institution for Savings
+0.78%
+$17.6 
ELF Elf Beauty Inc.
+0.77%
+$25.2 
TSLA Tesla, Inc.
+0.76%
+$1,356.99 
MPC Marathon Petroleum Corporation
+0.76%
+$13,281.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$28.48 
TRGP Targa Resources Corp.
+0.76%
+$18.27 
MLR Miller Industries Inc.
+0.74%
+$1,478.15 
BHB Bar Harbor Bankshares
+0.74%
+$78.3 
STT State Street Corp
+0.73%
+$628.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$469.92 
VOO Vanguard S&P 500 ETF
+0.71%
+$510.3 
IDA Idacorp Inc.
+0.71%
+$667.62 
OFG OFG Bancorp
+0.7%
+$231.99 
CAT Caterpillar Inc.
+0.7%
+$374.22 
QLTY GMO U.S. Quality ETF
+0.7%
+$137.75 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,925.4 
CARR Carrier Global Corporation
+0.68%
+$170.94 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$25,738.51 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$102.33 
PLTR Palantir Technologies Inc.
+0.65%
+$14.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4.44 
AA Alcoa Corporation
+0.65%
+$187.05 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.64%
+$208.16 
SYY Sysco Corporation
+0.63%
+$1,980.08 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$16.8 
GRC The Gorman-Rupp Company
+0.62%
+$1,165.5 
EXPE Expedia Group, Inc.
+0.62%
+$1,771.99 
IVZ Invesco Ltd.
+0.61%
+$14.4 
BROS Dutch Bros Inc.
+0.61%
+$201.2 
TER Teradyne, Inc.
+0.6%
+$928.4 
SHO Sunstone Hotel Investors Inc.
+0.6%
+$246.19 
ET Energy Transfer L.P.
+0.59%
+$19.56 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$361.12 
MO Altria Group, Inc.
+0.57%
+$2,204.67 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$320.86 
PCEF Invesco CEF Income Composite ETF
+0.55%
+$52.14 
APH Amphenol Corporation
+0.55%
+$21.12 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$5 
FLCC Federated Hermes MDT Large Cap Core ETF
+0.53%
+$4,147.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$207.58 
STX Seagate Technology Holdings plc
+0.52%
+$6,470.31 
DVA DaVita Inc.
+0.52%
+$40.59 
RNR Renaissancere Holdings Ltd.
+0.51%
+$1,134.01 
Q Qnity Electronics Inc.
+0.51%
+$696.95 
IDCC InterDigital, Inc.
+0.49%
+$373.5 
HON Honeywell International Inc.
+0.47%
+$116.28 
SE Sea Ltd.
+0.47%
+$45.5 
AXON Axon Enterprise, Inc.
+0.47%
+$9.84 
BMO Bank of Montreal
+0.47%
+$210.82 
NSC Norfolk Southern Corporation
+0.46%
+$172.05 
CMC Commercial Metals Company
+0.45%
+$61.38 
ALK Alaska Air Group Inc.
+0.45%
+$75.6 
EBAY eBay Inc.
+0.43%
+$534.1 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$206.25 
PFE Pfizer Inc.
+0.4%
+$3,610 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$5.1 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$1.35 
RTX RTX Corporation
+0.39%
+$7,968.24 
VLO Valero Energy Corporation
+0.38%
+$1,273.3 
AVGO Broadcom Inc.
+0.37%
+$2,090.88 
PG Procter & Gamble Co
+0.37%
+$429.83 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,292.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$228 
BAC Bank of America Corporation
+0.36%
+$47.3 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$34.92 
FLNG Flex LNG Ltd.
+0.35%
+$826.54 
AMG Affiliated Managers Group Inc.
+0.35%
+$31.75 
SNA Snap-on Inc.
+0.33%
+$29.92 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,048.61 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$3,005.81 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$123.42 
GD General Dynamics Corporation
+0.32%
+$1,556.72 
MRK Merck & Co., Inc.
+0.32%
+$345.23 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$38.41 
KD Kyndryl Holdings Inc.
+0.3%
+$2.72 
DOV Dover Corporation
+0.27%
+$440.72 
JPM JPMorgan Chase & Co.
+0.27%
+$8,100.92 
VT Vanguard Total World Stock ETF
+0.26%
+$2.05 
AMP Ameriprise Financial, Inc.
+0.25%
+$276 
FCPT Four Corners Property Trust Inc.
+0.23%
+$617.58 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,586.65 
SO The Southern Company
+0.21%
+$2,120 
JNJ Johnson & Johnson
+0.21%
+$1,494.6 
MANH Manhattan Associates Inc.
+0.2%
+$255.06 
ADI Analog Devices, Inc.
+0.2%
+$488.39 
FLR Fluor Corporation
+0.2%
+$97.2 
GFS GlobalFoundries Inc.
+0.2%
+$211.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$600.66 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$1.36 
USB U.S. Bancorp
+0.17%
+$27.06 
T AT&T Inc.
+0.17%
+$501.6 
INVH Invitation Homes Inc.
+0.17%
+$1,188.15 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$1,309 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$233.5 
HST Host Hotels & Resorts Inc.
+0.16%
+$117.92 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$17.55 
HTH Hilltop Holdings Inc.
+0.15%
+$45.54 
CB Chubb Limited
+0.15%
+$11.13 
UMBF UMB Financial Corporation
+0.15%
+$207.03 
CCL Carnival Corporation Ltd.
+0.14%
+$55.96 
TY Tri-Continental Corporation
+0.14%
+$4,518 
DELL Dell Technologies Inc.
+0.14%
+$604.8 
ALGM Allegro MicroSystems, Inc.
+0.12%
+$91.95 
DTE DTE Energy Company
+0.12%
+$1.53 
MMM 3M Company
+0.12%
+$1.47 
PECO Phillips Edison & Company, Inc.
+0.12%
+$15.5 
ISRG Intuitive Surgical, Inc.
+0.1%
+$7.2 
RITM Rithm Capital Corp.
+0.1%
+$331.08 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$15.3 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$21 
C Citigroup Inc.
+0.1%
+$33.15 
NUE Nucor Corporation
+0.1%
+$20.5 
WM Waste Management, Inc.
+0.1%
+$4.18 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2.7 
WMT Walmart Inc.
+0.09%
+$436.71 
MRGR ProShares Merger ETF
+0.09%
+$65.96 
ABT Abbott Laboratories
+0.09%
+$255.6 
FLXS Flexsteel Industries, Inc.
+0.08%
+$36.96 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$8 
SCYB Schwab High Yield Bond ETF
+0.08%
+$79 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$7.95 
GDV Gabelli Dividend & Income Trust
+0.07%
+$4 
COLB Columbia Banking System, Inc.
+0.06%
+$20.74 
INDS Pacer Industrial Real Estate ETF
+0.06%
+$0.27 
AEP American Electric Power Company, Inc.
+0.06%
+$82.67 
VVV Valvoline Inc.
+0.05%
+$40.2 
BKLN Invesco Senior Loan ETF
+0.05%
+$102.85 
JHPI John Hancock Preferred Income ETF
+0.04%
+$674.34 
HXL Hexcel Corporation
+0.04%
+$98.68 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3.4 
DIS The Walt Disney Company
+0.03%
+$201.33 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$199 
KRT Karat Packaging Inc.
+0.03%
+$1.35 
TAP Molson Coors Beverage Company
+0.02%
+$0.35 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$6.1 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$2 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2.82 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$4.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1.24 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$163.14 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HIMX Himax Technologies Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 4613
46137V357
0%
$0 ROCK
ROCK
0%
$0 5322
53220K504
0%
$0 FOUR
FOURPRA
0%
$0 GMEW
GMEWS
0%
$0 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
0%
$0 H591
H5919C104
0%
$0 AZN
AZN
0%
$0 4642
46429B747
0%
$0 9771
97717W315
0%
$0 4643
46434V274
0%
$0 0561
05613H704
0%
$0 0561
05613H605
0%
$0 4613
46138J577
0%
$0 4643
46434V613
0%
$0 4710
47103U852
0%
$0 4664
46641Q852
0%
$0 5363
53635D202
0%
$0 4145
41456U106
0%
$0 
LEA Lear Corporation
-10.72%
-$92,539.62 
COIN Coinbase Global, Inc.
-10.59%
-$294.44 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$18,643.9 
BJRI BJ's Restaurants, Inc.
-8.96%
-$7,660.8 
MNRO Monro, Inc.
-8.92%
-$26,834.4 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$434.88 
FCEL FuelCell Energy, Inc.
-8.51%
-$60.3 
AAPL Apple Inc.
-7.35%
-$223,475.28 
NXT Nextracker Inc.
-7.25%
-$9,349.9 
EEFT Euronet Worldwide, Inc.
-6.96%
-$2,771.46 
LIN Linde plc
-5.95%
-$1,573.52 
MU Micron Technology, Inc.
-5.9%
-$10,016.21 
WMG Warner Music Group Corp.
-5.81%
-$5,481.6 
EVGO EVgo, Inc.
-5.39%
-$18 
SNDK SanDisk Corporation
-5.09%
-$2,279.55 
OMCL Omnicell Inc.
-4.69%
-$998.76 
IRMD Iridium Corporation
-4.57%
-$1,457.25 
SIRI Sirius XM Holdings Inc.
-4.36%
-$2.7 
SPOT Spotify Technology S.A.
-4.34%
-$544.08 
SHOP Shopify Inc.
-4.29%
-$367.5 
VFC V.F. Corporation
-4.28%
-$13,702.4 
ARQT Arcutis Biotherapeutics Inc.
-4.04%
-$803.43 
SMG Scotts Miracle-Gro Co.
-3.85%
-$20,800.67 
PHVS Pharvaris N.V.
-3.72%
-$655.2 
NTLA Intellia Therapeutics Inc.
-3.7%
-$533 
FWRG First Watch Restaurant Group, Inc.
-3.67%
-$499.31 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$1,899.14 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$440.45 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$3,746.6 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$8,411.9 
GPN Global Payments Inc.
-3.18%
-$2,144.52 
EPR EPR Properties
-3.03%
-$41,073.72 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$29.14 
XBI SPDR S&P Biotech ETF
-2.94%
-$31.15 
GSHD Goosehead Insurance Inc.
-2.91%
-$407.34 
AVY Avery Dennison Corporation
-2.91%
-$407.2 
WIX Wix.com Ltd.
-2.91%
-$356.4 
IBIT iShares Bitcoin Trust
-2.89%
-$503.5 
BTCO Invesco Galaxy Bitcoin ETF
-2.89%
-$372 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$18.49 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$435.24 
ETH Ethan Allen Interiors Inc
-2.84%
-$403 
TGTX TG Therapeutics, Inc.
-2.8%
-$5,602.5 
TOL Toll Brothers Inc
-2.76%
-$1,879.56 
AJG Arthur J. Gallagher & Co.
-2.75%
-$5,279.99 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$199.68 
EQIX Equinix, Inc.
-2.7%
-$1,977.5 
XRAY Dentsply Sirona Inc.
-2.69%
-$6,364 
FIS Fidelity National Information Services, Inc.
-2.67%
-$1,939.71 
QCOM QUALCOMM Incorporated
-2.63%
-$211.47 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$291 
COLD Americold Realty Trust
-2.56%
-$37 
ABBV AbbVie Inc.
-2.51%
-$46,234.62 
YUM Yum! Brands, Inc.
-2.37%
-$1,227.6 
MTN Vail Resorts, Inc.
-2.25%
-$7,399.46 
PCG PG&E Corporation
-2.25%
-$40.4 
BXP Boston Properties, Inc.
-2.16%
-$1,029.2 
AMPH Amphastar Pharmaceuticals Inc.
-2.16%
-$270.6 
BA Boeing Company
-2.15%
-$61.88 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$219.3 
GPK Graphic Packaging Holding Company
-2.1%
-$2,458.7 
SMR NuScale Power Corporation
-2.09%
-$153 
PCRX Pacira BioSciences Inc.
-2.08%
-$467.04 
BSET Bassett Furniture Industries Inc.
-2.06%
-$3,462 
URBN Urban Outfitters Inc.
-2.06%
-$18.72 
AGI Alamos Gold Inc.
-2.01%
-$359.1 
DKS Dick's Sporting Goods, Inc.
-2%
-$1,584 
NFLX Netflix, Inc.
-2%
-$1,411.82 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$2,016.56 
FRPT Freshpet Inc.
-1.98%
-$1,618.8 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$457.6 
AWK American Water Works Company, Inc.
-1.93%
-$58.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,076.93 
CRUS Cirrus Logic, Inc.
-1.9%
-$1,601.37 
VNO Vornado Realty Trust
-1.89%
-$901.36 
IRM Iron Mountain Inc.
-1.86%
-$97.44 
GIS General Mills, Inc.
-1.84%
-$69.01 
UAL United Airlines Holdings, Inc.
-1.8%
-$350.11 
MGA Magna International Inc.
-1.79%
-$10,521.25 
SYF Synchrony Financial
-1.79%
-$1,225.44 
BBY Best Buy Co., Inc.
-1.78%
-$8,147.88 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,025.13 
TOST Toast Inc.
-1.77%
-$4,928.84 
NSA National Storage Affiliates Trust
-1.74%
-$382.69 
PINS Pinterest, Inc. Class A
-1.72%
-$92.4 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,192.52 
KOPN Kopin Corporation
-1.68%
-$127.8 
LEN Lennar Corporation
-1.67%
-$2,261 
ADM Archer-Daniels-Midland Co
-1.66%
-$201 
DRI Darden Restaurants, Inc.
-1.64%
-$7,776.66 
PHYS Sprott Physical Gold Trust
-1.61%
-$1,311 
LRCX Lam Research Corporation
-1.58%
-$2,307.71 
UTHR United Therapeutics Corporation
-1.54%
-$2,887.16 
STWD Starwood Property Trust Inc.
-1.54%
-$7,153.25 
YOU Clear Secure Inc.
-1.53%
-$2,669.43 
CPRT Copart Inc.
-1.52%
-$1,124.55 
COCO The Vita Coco Company, Inc.
-1.51%
-$3,319.87 
WWW Wolverine World Wide Inc.
-1.5%
-$344.1 
GLD SPDR Gold Shares
-1.49%
-$6,159.51 
H Hyatt Hotels Corporation
-1.48%
-$131 
IAU iShares Gold Trust
-1.46%
-$800.04 
NVS Novartis AG Sponsored ADR
-1.45%
-$21,029.16 
SVRA Savara Inc.
-1.44%
-$240 
RL Ralph Lauren Corporation
-1.44%
-$9,619.39 
SCL Stepan Company
-1.43%
-$714.24 
KDP Keurig Dr Pepper Inc.
-1.43%
-$2,052.45 
SYNA Synaptics Incorporated
-1.41%
-$272.34 
FOUR Shift4 Payments, Inc.
-1.36%
-$3,890.9 
LNTH Lantheus Holdings, Inc.
-1.35%
-$553.52 
ELVR Sayona Mining Ltd
-1.33%
-$5.68 
DD DuPont de Nemours, Inc.
-1.32%
-$6,747.28 
HAUZ Xtrackers International Real Estate ETF
-1.32%
-$211.11 
TTD The Trade Desk, Inc. Class A
-1.31%
-$1,255.67 
DAL Delta Air Lines, Inc.
-1.3%
-$78.2 
AER AerCap Holdings N.V.
-1.29%
-$116.23 
FCX Freeport-McMoRan Inc.
-1.28%
-$210.6 
GRMN Garmin Ltd.
-1.27%
-$7,479.66 
CLX The Clorox Company
-1.24%
-$3,652.8 
NYT New York Times Co.
-1.24%
-$70.5 
HSY The Hershey Company
-1.23%
-$187.48 
MDLZ Mondelez International, Inc.
-1.22%
-$9,809.06 
F Ford Motor Company
-1.21%
-$31.68 
ONEW Onewater Marine Inc.
-1.21%
-$0.9 
TJX The TJX Companies, Inc.
-1.21%
-$28,828.65 
CUZ Cousins Properties Incorporated
-1.19%
-$5,401.7 
DOLE Dole plc
-1.19%
-$170 
SRE Sempra
-1.15%
-$160.68 
NEE NextEra Energy, Inc.
-1.15%
-$68.68 
PGNY Progyny Inc.
-1.14%
-$399.6 
SAM The Boston Beer Company Inc.
-1.14%
-$2,567.87 
BLFS Biolife Solutions Inc.
-1.14%
-$712.44 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$630.8 
VTRS Viatris Inc.
-1.13%
-$4,838.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$31 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$6,136.11 
IR Ingersoll Rand Inc.
-1.11%
-$56.4 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$100.94 
TXN Texas Instruments Inc
-1.08%
-$6,897.73 
LOW Lowe's Companies Inc.
-1.08%
-$90.8 
PLD Prologis Inc.
-1.08%
-$23.7 
UNB Union Bankshares, Inc.
-1.07%
-$30 
DLTR Dollar Tree, Inc.
-1.06%
-$82.96 
DOC Healthpeak Properties, Inc.
-1.04%
-$9.2 
UTL Unitil Corporation
-1.03%
-$2,189.6 
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$346.45 
TAN Invesco Solar ETF
-1.02%
-$39.27 
INTC Intel Corporation
-1.02%
-$657.51 
KO The Coca-Cola Company
-1.02%
-$675.9 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$15.2 
SWK Stanley Black & Decker Inc.
-1.01%
-$3,755.84 
DKNG DraftKings Inc.
-1.01%
-$2.88 
EQR Equity Residential
-1%
-$1,581.87 
UPS United Parcel Service, Inc.
-1%
-$77.7 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$125.28 
PPL PPL Corporation
-0.98%
-$87.5 
VMC Vulcan Materials Company
-0.98%
-$1,214.84 
XOM Exxon Mobil Corporation
-0.97%
-$7,210.89 
SOFI SoFi Technologies, Inc.
-0.97%
-$16 
TRP TC Energy Corporation
-0.97%
-$528 
MET MetLife Inc.
-0.97%
-$274.48 
CHWY Chewy Inc.
-0.96%
-$64.46 
MCHP Microchip Technology Incorporated
-0.96%
-$1,034.64 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$860.2 
CLF Cleveland-Cliffs Inc.
-0.95%
-$221.54 
ALGT Allegiant Travel Company
-0.94%
-$232.5 
DNUT Krispy Kreme, Inc.
-0.94%
-$0.24 
LNC Lincoln National Corporation
-0.89%
-$6,742.45 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$38,477.12 
PGR Progressive Corporation
-0.87%
-$13.02 
O Realty Income Corporation
-0.87%
-$403.2 
SOBO South Bow Corporation
-0.85%
-$51.2 
MRP Millrose Properties Inc.
-0.85%
-$4.8 
TRMB Trimble Inc.
-0.84%
-$1,292.16 
TARS Tarsus Pharmaceuticals Inc.
-0.84%
-$860.5 
GMOI GMO International Value ETF
-0.84%
-$2,226.66 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$756.93 
SKT Tanger Factory Outlet Centers, Inc.
-0.83%
-$3,569.32 
SRG Seritage Growth Properties
-0.82%
-$52.72 
FE FirstEnergy Corp.
-0.82%
-$95.2 
FTS Fortis Inc.
-0.82%
-$1,347.02 
GILD Gilead Sciences Inc.
-0.81%
-$6,394.26 
PCAR PACCAR Inc.
-0.81%
-$31.32 
D Dominion Energy, Inc.
-0.8%
-$5,248.32 
KMB Kimberly-Clark Corporation
-0.8%
-$2,464 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$817.38 
TOWN TowneBank
-0.79%
-$1,108.5 
ADC Agree Realty Corporation
-0.78%
-$5,738.27 
PYPL PayPal Holdings Inc
-0.76%
-$244.64 
SUI Sun Communities Inc.
-0.76%
-$96.9 
UNM Unum Group
-0.76%
-$302.94 
CVS CVS Health Corporation
-0.75%
-$2,257.03 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$24,590.4 
SPGI S&P Global Inc.
-0.74%
-$12.28 
ED Consolidated Edison, Inc.
-0.74%
-$16.2 
HBB Hamilton Beach Brands Holding Company
-0.73%
-$215.73 
GME Gamestop Corp.
-0.73%
-$176 
BLK BlackRock, Inc.
-0.73%
-$23.94 
CPA Copa Holdings S.A.
-0.71%
-$25.25 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$95 
RPM RPM International Inc.
-0.7%
-$5,022.08 
MP MP Materials Corp.
-0.7%
-$29 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$86.8 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$14.17 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$20.1 
JHX James Hardie Industries plc
-0.68%
-$300.06 
R Ryder System Inc.
-0.68%
-$3,445.75 
DUK Duke Energy Corporation
-0.67%
-$283.92 
LKQ LKQ Corporation
-0.66%
-$14.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$125.02 
JBLU JetBlue Airways Corporation
-0.66%
-$48.84 
WFCF Where Food Comes From, Inc.
-0.66%
-$18 
INDB Independent Bank Corp.
-0.65%
-$78.65 
EBC Eastern Bankshares, Inc.
-0.65%
-$1,096.35 
AMGN Amgen Inc.
-0.64%
-$538.16 
AMT American Tower Corporation
-0.63%
-$403.7 
HAS Hasbro Inc.
-0.62%
-$1,882.69 
EFA iShares MSCI EAFE ETF
-0.62%
-$31.02 
PM Philip Morris International Inc.
-0.61%
-$48.38 
COMP Compass Inc.
-0.61%
-$1,662.43 
DHR Danaher Corporation
-0.61%
-$257.04 
ACGL Arch Capital Group Ltd
-0.6%
-$20.13 
AMCR Amcor plc
-0.6%
-$184.14 
HRB H&R Block Inc.
-0.59%
-$1,053.78 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$509.74 
WEC WEC Energy Group Inc.
-0.57%
-$37.17 
SBUX Starbucks Corporation
-0.57%
-$405 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$13,134.39 
OGS One Gas Inc.
-0.56%
-$319.44 
PRU Prudential Financial, Inc.
-0.56%
-$13.8 
GXO GXO Logistics Inc.
-0.56%
-$1,496.04 
WAB Wabtec Corporation
-0.55%
-$35.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$176.04 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$417.42 
LLY Eli Lilly and Company
-0.53%
-$944.02 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$25.8 
SHAK Shake Shack Inc.
-0.51%
-$9.6 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$0.1 
SCHH Schwab U.S. REIT ETF
-0.49%
-$48.48 
STLD Steel Dynamics Inc.
-0.49%
-$95.48 
ALL Allstate Corporation
-0.49%
-$45.5 
CELH Celsius Holdings Inc.
-0.48%
-$510.58 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$66.4 
DFIV Dimensional International Value ETF
-0.47%
-$151.2 
MGNI Magnite, Inc.
-0.46%
-$818.73 
SPG Simon Property Group, Inc.
-0.46%
-$1,881.06 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$29.5 
CF CF Industries Holdings, Inc.
-0.46%
-$67.86 
AVDE Avantis International Equity ETF
-0.46%
-$866.04 
PEP PepsiCo, Inc.
-0.46%
-$3,390.08 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.46%
-$61.25 
DVY iShares Select Dividend ETF
-0.45%
-$197.27 
TRV The Travelers Companies, Inc.
-0.43%
-$3,869.62 
LAMR Lamar Advertising Company
-0.43%
-$1,678.72 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,694.44 
NTNX Nutanix, Inc.
-0.42%
-$9 
HD The Home Depot, Inc.
-0.42%
-$3,120.59 
MELI MercadoLibre, Inc.
-0.41%
-$1,415.97 
ABCB Ameris Bancorp
-0.41%
-$196.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$195.32 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$13.5 
MBB iShares MBS ETF
-0.4%
-$22.2 
ETR Entergy Corporation
-0.38%
-$492 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.38%
-$4.18 
AXP American Express Company
-0.38%
-$761.99 
HQY HealthEquity Inc.
-0.38%
-$1,014.98 
FDX FedEx Corporation
-0.37%
-$773.95 
MDT Medtronic plc
-0.37%
-$2,388.48 
ARCC Ares Capital Corporation
-0.37%
-$2,601.62 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$89 
RSG Republic Services, Inc.
-0.37%
-$54.6 
TMUS T-Mobile US, Inc.
-0.36%
-$15.75 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
-0.36%
-$90.9 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$11.55 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$44.62 
DG Dollar General Corporation
-0.35%
-$34.2 
FDVV Fidelity High Dividend ETF
-0.35%
-$147.84 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$104.85 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$285.8 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$123.76 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$2,326.8 
PAHC Phibro Animal Health Corporation
-0.33%
-$66 
CL Colgate-Palmolive Company
-0.33%
-$123.3 
IFF International Flavors & Fragrances Inc.
-0.33%
-$433.16 
TFC Truist Financial Corporation
-0.33%
-$2,444.92 
PNW Pinnacle West Capital Corporation
-0.33%
-$1,787.61 
CEG Constellation Energy Corporation
-0.31%
-$20.25 
POWL Powell Industries Inc.
-0.3%
-$1,690.77 
SMMD iShares Russell 2500 ETF
-0.29%
-$1,216.04 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$187.2 
MTB M&T Bank Corporation
-0.29%
-$284 
MORN Morningstar, Inc.
-0.28%
-$654.49 
SDY SPDR S&P Dividend ETF
-0.28%
-$9.68 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$236.22 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$9,872.2 
CCI Crown Castle Inc.
-0.27%
-$4.83 
DUHP Dimensional US High Profitability ETF
-0.27%
-$32.56 
POWI Power Integrations Inc.
-0.26%
-$410.08 
BX Blackstone Inc.
-0.25%
-$2,582.46 
OLED Universal Display Corporation
-0.25%
-$24.4 
ITIC Investors Title Company
-0.25%
-$232.56 
COST Costco Wholesale Corporation
-0.24%
-$20.52 
CBT Cabot Corporation
-0.24%
-$73.71 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$31 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$1,071.99 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.22%
-$41.8 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$204.9 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$2.36 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$13.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2.34 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$61.1 
KR Kroger Co.
-0.21%
-$237.36 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$2,998.4 
DFJ WisdomTree Japan SmallCap Dividend Fund
-0.2%
-$11 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$1,902 
PODD Insulet Corporation
-0.2%
-$62.04 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$40.65 
NFG National Fuel Gas Company
-0.19%
-$26.56 
OUT OUTFRONT Media Inc.
-0.19%
-$992.4 
EPD Enterprise Products Partners L.P.
-0.18%
-$945.15 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$3.99 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$190.88 
BKNG Booking Holdings Inc.
-0.18%
-$4.08 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$58.1 
AZZ Azz Inc.
-0.17%
-$179.05 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$1.2 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$20.8 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$293.51 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$14.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$60.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$12 
TPR Tapestry Inc.
-0.14%
-$1,260.42 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$592.15 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$131.36 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$767.52 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$198.02 
PDFS Pdf Solutions Inc.
-0.13%
-$151.26 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1.74 
TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
-0.13%
-$12.29 
KTB Kontoor Brands Inc.
-0.12%
-$11 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$25.5 
MKC McCormick & Company, Incorporated
-0.12%
-$30 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$0.11 
EXR Extra Space Storage Inc.
-0.12%
-$6.97 
STZ Constellation Brands, Inc.
-0.12%
-$410.1 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$35.4 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,761.86 
CFG Citizens Financial Group, Inc.
-0.11%
-$643.6 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$4.95 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$75.24 
TCMD Tactile Systems Technology Inc.
-0.11%
-$212.04 
ALB Albemarle Corporation
-0.1%
-$20.88 
TIP iShares TIPS Bond ETF
-0.1%
-$4.95 
HYD VanEck High Yield Muni ETF
-0.1%
-$35.1 
PGX Invesco Preferred ETF
-0.09%
-$543.37 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$4,465.95 
EMBD Global X Emerging Markets Bond ETF
-0.09%
-$377.2 
BNS Bank of Nova Scotia
-0.08%
-$328.44 
BINC iShares Flexible Income Active ETF
-0.08%
-$28.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$5.25 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$2,122 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$2.74 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$40.7 
ROKU Roku, Inc.
-0.06%
-$1.6 
FXI iShares China Large-Cap ETF
-0.06%
-$2.3 
HYBB iShares BB Rated Corporate Bond ETF
-0.05%
-$11.25 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$17 
ITM VanEck Intermediate Muni ETF
-0.04%
-$521.64 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$187.96 
V Visa Inc. Class A
-0.04%
-$91.27 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,448.54 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$545.6 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$6.34 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$14.36 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.02%
-$9.87 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$4.89 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$30.09 
DABS DoubleLine Asset-Backed Securities ETF
-0.02%
-$3.6 
TGT Target Corporation
-0.01%
-$3.6 
UBER Uber Technologies, Inc.
-0.01%
-$18.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$15.89 Events
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Dividends
Dividend Analysis
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| Trades 5088 | Longs Won 2833/5088 55% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $106,693.02 |
| Average Win $22,214.19 | Best Trade (Mar 31) $5.55M | Sharpe Ratio -28.53 |
| Average Loss -$7,582.02 | Worst Trade (Jun 30) -$590,873.4 | Z-Score -7.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 2d | Expectancy $9,008.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0561 05613H605 | 1,956 | $49.96 | $49.96 | - | - | - | 0.0 |
| 0561 05613H704 | 4,104 | $108.52 | $108.52 | - | - | - | 0.0 |
| 4145 41456U106 | 13,356 | $376.24 | $376.24 | - | - | - | 0.0 |
| 4613 46137V357 | 25 | $5.32 | $5.32 | - | - | - | 0.0 |
| 4613 46138J577 | 370 | $6.87 | $6.87 | - | - | - | 0.0 |
| 4642 46429B747 | 123 | $12.57 | $12.57 | - | - | - | 0.0 |
| 4643 46434V274 | 495 | $20.28 | $20.28 | - | - | - | 0.0 |
| 4643 46434V613 | 688 | $31.75 | $31.75 | - | - | - | 0.0 |
| 4664 46641Q852 | 398 | $19.24 | $19.24 | - | - | - | 0.0 |
| 4710 47103U852 | 559 | $25.15 | $25.15 | - | - | - | 0.0 |
| 5322 53220K504 | 3 | $0.95 | $0.95 | - | - | - | 0.0 |
| 5363 53635D202 | 12 | $0.96 | $0.96 | - | - | - | 0.0 |
| 9771 97717W315 | 1,168 | $62.83 | $62.83 | - | - | - | 0.0 |
| AA Alcoa Corporation | 645 | $24,368.1 | $29,192.7 | - | $4,824.6 | 19.8% | +0.645% |
| AAPL Apple Inc. | 9,114 | $1.63M | $2.82M | - | $1.18M | 72.51% | -7.354% |
| ABBV AbbVie Inc. | 7,146 | $1.27M | $1.79M | - | $519,568.06 | 40.79% | -2.513% |
| ABCB Ameris Bancorp | 545 | $34,418.65 | $47,529.45 | - | $13,110.8 | 38.09% | -0.411% |
| ABSI Absci Corporation | 600 | $2,094 | $4,668 | - | $2,574 | 122.92% | +1.832% |
| ABT Abbott Laboratories | 2,840 | $361,596.34 | $300,188 | - | -$61,408.34 | -16.98% | +0.085% |
| ACGL Arch Capital Group Ltd | 33 | $3,047.55 | $3,317.49 | - | $269.94 | 8.86% | -0.603% |
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FAQ
Which stocks have generated the highest profits for Michelle Johnston?
The largest contributions to the portfolio's profits come from the following stocks: Dick's Sporting Goods, Inc - $5.69M, Seagate Technology Holdings plc - $2.83M, Powell Industries Inc - $1.45M, Rockwell Automation, Inc - $1.24M, and 78463x434 - $1.11M. 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: Starbucks Corporation - $426,958.33, Pfizer Inc - $399,073.92, V.F. Corporation - $320,788.85, Snowflake Inc - $292,737.37, and iShares TIPS Bond ETF - $285,033.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle Johnston's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.36M earned over time. The largest contributors to dividend income include Tri-Continental Corporation - $494,614.98, iShares 7-10 Year Treasury Bond ETF - $453,660.81, SPDR Portfolio Intermediate Term Corporate Bond ETF - $440,270.42, SPDR Portfolio Short Term Treasury ETF - $367,552.56, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $318,625.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle Johnston's monthly returns?
Michelle Johnston'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 Michelle Johnston's strategy be considered aggressive or moderate?
Michelle Johnston'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 Michelle Johnston's strategy?
Michelle Johnston'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.
