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:
83.77%
Gain +0.06%
Monthly
0.91%
Yearly
11.54%
Drawdown
19.08%
$157.08M
Equity
Holdings
$157.08M
Investment
$128.68M
$46.47M
Profit +$138,912.89
Realized
$18.07M
Unrealized
$28.4M
Dividends
$13.82M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$138,912.89
Win %
62%
This Week
Compared To Last Week
Gain
0.8%
Profit
$1.25M
Win %
62%
This Month
Compared to last month
Gain
2.22%
Profit
$3.41M
Win %
62%
This Year
Compared to last year
Gain
0.04%
Profit
$86,989.07
Win %
63%
AZN
AZN
+225.79%
+$664.79 
SPOT Spotify Technology S.A.
+8.28%
+$1,043.52 
R Ryder System Inc.
+7.22%
+$34,142.46 
VITL Vital Farms, Inc.
+6.58%
+$763.53 
LMT Lockheed Martin Corporation
+6.3%
+$8,236.93 
PG The Procter & Gamble Company
+5.51%
+$7,011.1 
GIS General Mills Inc.
+4.68%
+$157.07 
LEN Lennar Corp. Class A Common Stock
+4.56%
+$5,725.18 
GSHD Goosehead Insurance Inc. Class A Common Stock
+4.52%
+$448.95 
BX Blackstone Inc.
+4.05%
+$35,830.8 
FRPT Freshpet, Inc.
+3.98%
+$3,359.01 
GPK Graphic Packaging Holding Company
+3.87%
+$3,474.25 
JKHY Jack Henry & Associates, Inc.
+3.83%
+$5,821.2 
BXMT Blackstone Mortgage Trust Inc Class A
+3.77%
+$16.55 
ALK Alaska Air Group Inc.
+3.7%
+$446.4 
ADC Agree Realty Corp.
+3.56%
+$21,589.06 
AJG Arthur J. Gallagher & Co.
+3.55%
+$6,885 
RSG Republic Services Inc.
+3.54%
+$571.2 
TAP Molson Coors Beverage Company Class B Common Stock
+3.51%
+$48.48 
TMUS T-Mobile US Inc.
+3.49%
+$134 
STZ Constellation Brands Inc. Class A
+3.42%
+$12,330.33 
LKQ LKQ Corporation
+3.41%
+$71.54 
XRAY Dentsply Sirona Inc.
+3.41%
+$5,332 
WM Waste Management Inc.
+3.37%
+$147.16 
CPRT Copart, Inc.
+3.35%
+$2,311.57 
CL Colgate-Palmolive Co.
+3.17%
+$1,216.56 
NEE NextEra Energy Inc.
+3.15%
+$167.96 
NEWT NewtekOne, Inc.
+3.13%
+$8,622.95 
UTHR United Therapeutics Corporation
+3.11%
+$6,246.02 
T AT&T Inc.
+3.1%
+$8,527.2 
STWD Starwood Property Trust, Inc.
+3.09%
+$10,729.87 
FCPT Four Corners Property Trust Inc.
+3.09%
+$6,741.91 
SAM Boston Beer Company, Inc. Class A Common Stock
+3.08%
+$6,815.2 
DG Dollar General Corp.
+3.04%
+$305.52 
DKS DICK'S Sporting Goods, Inc.
+3.04%
+$1,710.72 
HSY The Hershey Company Common Stock
+3.01%
+$434.73 
KMB Kimberly-Clark Corporation
+2.96%
+$8,848 
WIX Wix.com Ltd.
+2.96%
+$503.28 
AWK American Water Works Company, Inc.
+2.92%
+$86.57 
D Dominion Energy, Inc.
+2.89%
+$16,869.6 
PANW Palo Alto Networks, Inc.
+2.88%
+$20,890.87 
PODD Insulet Corporation
+2.88%
+$768.92 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
+2.87%
+$665 
FIS Fidelity National Information Services, Inc.
+2.86%
+$1,640.08 
TOL Toll Brothers, Inc.
+2.84%
+$1,738.82 
HD The Home Depot, Inc.
+2.82%
+$19,890.68 
IIPR Innovative Industrial Properties, Inc.
+2.8%
+$6,276.9 
HRB H&R Block Inc.
+2.74%
+$5,309.43 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
+2.71%
+$33.45 
VZ Verizon Communications Inc.
+2.71%
+$21,999.92 
LLY Eli Lilly and Company
+2.7%
+$5,277.58 
GLPI Gaming and Leisure Properties, Inc.
+2.69%
+$17.51 
MRP Millrose Properties, Inc.
+2.69%
+$12.4 
MORN Morningstar Inc.
+2.68%
+$6,812.75 
BKNG Booking Holdings Inc.
+2.67%
+$50.82 
EPR EPR Properties
+2.66%
+$30,699.4 
DEO Diageo plc Sponsored ADR
+2.65%
+$76.26 
SUI Sun Communities, Inc.
+2.63%
+$312.12 
BBY Best Buy Co., Inc.
+2.6%
+$12,796.35 
LOW Lowe's Companies, Inc.
+2.58%
+$203.2 
DKNG DraftKings Inc. Class A Common Stock
+2.53%
+$6.24 
O Realty Income Corp.
+2.53%
+$1,008 
GWRE Guidewire Software Inc.
+2.52%
+$2,729.69 
SMG The Scotts Miracle-Gro Company
+2.5%
+$11,072.6 
UL Unilever PLC Sponsored ADR
+2.46%
+$370.89 
RITM Rithm Capital Corp.
+2.4%
+$6,787.14 
KR The Kroger Co.
+2.39%
+$3,036.23 
ISRG Intuitive Surgical Inc.
+2.38%
+$203.4 
HIFS Hingham Institution for Savings
+2.37%
+$55.52 
SPGI S&P Global Inc.
+2.35%
+$41.68 
BJ BJ's Wholesale Club Holdings, Inc.
+2.3%
+$70.8 
HTH Hilltop Holdings Inc.
+2.3%
+$637.56 
FOUR Shift4 Payments Inc. Class A Common Stock
+2.29%
+$4,823.65 
KTB Kontoor Brands Inc.
+2.29%
+$189.2 
GEHC GE HealthCare Technologies Inc.
+2.29%
+$164.32 
PGR The Progressive Corporation
+2.28%
+$35.28 
JNJ Johnson & Johnson
+2.26%
+$16,412.4 
BXP BXP, Inc.
+2.25%
+$876.48 
OFG OFG Bancorp
+2.24%
+$708.51 
ACGL Arch Capital Group Ltd.
+2.22%
+$73.59 
JBLU JetBlue Airways Corporation
+2.22%
+$79.36 
MDLZ Mondelēz International, Inc. Class A Common Stock
+2.21%
+$17,707.21 
INDB Independent Bank Corp.
+2.2%
+$255.97 
PSA Public Storage
+2.18%
+$188.35 
CLX The Clorox Company
+2.17%
+$5,600.96 
INVH Invitation Homes Inc.
+2.16%
+$13,782.54 
VNO Vornado Realty Trust
+2.16%
+$842.06 
CP Canadian Pacific Kansas City Ltd.
+2.16%
+$2,622 
ADP Automatic Data Processing Inc.
+2.12%
+$4,281.25 
ZBH Zimmer Biomet Holdings Inc.
+2.11%
+$196.49 
PEP PepsiCo, Inc.
+2.09%
+$14,937.54 
EEFT Euronet Worldwide Inc.
+2.09%
+$713.88 
ARE Alexandria Real Estate Equities, Inc.
+2.04%
+$1,667.54 
KDP Keurig Dr Pepper Inc.
+2.03%
+$3,192.7 
DOC Healthpeak Properties, Inc.
+2.03%
+$15 
AMT American Tower Corporation
+2.03%
+$1,321.2 
UNP Union Pacific Corp.
+2.02%
+$128.04 
MDT Medtronic plc
+2.02%
+$14,032.33 
PAHC Phibro Animal Health Corporation Class A Common Stock
+2.01%
+$434.5 
SO The Southern Company
+2.01%
+$19,292 
AMGN Amgen Inc. Common Stock
+2.01%
+$1,912.86 
AMCR Amcor plc
+2.01%
+$620.62 
FTS Fortis Inc.
+2%
+$3,209.92 
CB Chubb Limited
+1.99%
+$148.26 
CUZ Cousins Properties Incorporated
+1.98%
+$7,818.25 
FSTA Fidelity MSCI Consumer Staples Index ETF
+1.98%
+$128.62 
BMY Bristol-Myers Squibb Company
+1.98%
+$21,310.52 
ACN Accenture plc
+1.96%
+$61.1 
ZTS Zoetis Inc. Class A Common Stock
+1.95%
+$23.25 
NFLX Netflix Inc.
+1.92%
+$1,208.75 
SPG Simon Property Group Inc.
+1.92%
+$6,944.1 
KO The Coca-Cola Company
+1.92%
+$1,336.78 
ED Consolidated Edison Inc.
+1.92%
+$42.9 
WRBY Warby Parker Inc. Class A Common Stock
+1.91%
+$98 
AEP American Electric Power Company, Inc.
+1.91%
+$2,875.74 
DUK Duke Energy Corporation
+1.91%
+$777.4 
COMP Compass Inc. Class A Common Stock
+1.9%
+$4,393.56 
VVV Valvoline Inc.
+1.9%
+$1,185.9 
EBC Eastern Bankshares, Inc.
+1.88%
+$2,960.14 
TOWN TowneBank
+1.87%
+$2,475.65 
FLXS Flexsteel Industries, Inc.
+1.85%
+$954.8 
PECO Phillips Edison & Company, Inc.
+1.85%
+$213.9 
ALL The Allstate Corporation
+1.84%
+$161.7 
ESS Essex Property Trust Inc.
+1.83%
+$1,006 
MO Altria Group, Inc.
+1.83%
+$7,631.55 
ALGT Allegiant Travel Company
+1.83%
+$320 
OMCL Omnicell, Inc.
+1.8%
+$375.97 
BHB Bar Harbor Bankshares, Inc.
+1.8%
+$187.65 
EXR Extra Space Storage Inc.
+1.79%
+$102.91 
CINF Cincinnati Financial Corporation
+1.79%
+$40.39 
ARCC Ares Capital Corp.
+1.77%
+$12,078.95 
CCI Crown Castle Inc.
+1.76%
+$31.86 
MRK Merck & Co., Inc.
+1.74%
+$2,193.41 
NVS Novartis AG Sponsored ADR
+1.74%
+$24,564.62 
DVA DaVita Inc.
+1.74%
+$101.31 
BSET Bassett Furniture Industries, Inc.
+1.72%
+$3,202.35 
WEC WEC Energy Group Inc.
+1.69%
+$107.97 
TCMD Tactile Systems Technology, Inc.
+1.68%
+$2,756.52 
BJRI BJ's Restaurants, Inc.
+1.67%
+$1,094.4 
AVY Avery Dennison Corporation
+1.65%
+$236 
DLTR Dollar Tree Inc.
+1.62%
+$123.99 
QTWO Q2 Holdings, Inc.
+1.6%
+$3,584.79 
DOLE Dole plc
+1.6%
+$210 
UMBF UMB Financial Corporation
+1.59%
+$2,991.53 
PNW Pinnacle West Capital Corporation
+1.59%
+$8,938.05 
TRV The Travelers Companies, Inc.
+1.57%
+$14,908.7 
HIG The Hartford Insurance Group, Inc.
+1.56%
+$1,520.03 
PPL PPL Corporation
+1.55%
+$133.75 
HTGC Hercules Capital Inc.
+1.54%
+$5,907 
SRG Seritage Growth Properties Class A
+1.52%
+$65.9 
OGS One Gas Inc.
+1.52%
+$834.9 
DAL Delta Air Lines, Inc.
+1.52%
+$80.24 
ABCB Ameris Bancorp
+1.51%
+$664.9 
AX Axos Financial, Inc.
+1.51%
+$576.03 
PCOR Procore Technologies Inc.
+1.49%
+$232.96 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
+1.48%
+$1,454.86 
HBB Hamilton Beach Brands Holding Company Class A Common Stock
+1.46%
+$615.47 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
+1.45%
+$258.56 
PFE Pfizer Inc.
+1.44%
+$15,523 
UNH UnitedHealth Group Inc.
+1.44%
+$3,558 
CRM Salesforce, Inc.
+1.43%
+$348.45 
GPN Global Payments Inc.
+1.41%
+$916.86 
NSC Norfolk Southern Corp.
+1.4%
+$511.16 
ORLY O'Reilly Automotive Inc.
+1.39%
+$18.6 
CFR Cullen/Frost Bankers, Inc.
+1.37%
+$2,613.51 
CHWY Chewy Inc. Class A Common Stock
+1.36%
+$84.97 
SBUX Starbucks Corp.
+1.36%
+$907.87 
THG The Hanover Insurance Group, Inc.
+1.33%
+$582.12 
EXPE Expedia Group Inc.
+1.32%
+$3,690.82 
TGT Target Corp.
+1.32%
+$361.8 
COLD Americold Realty Trust, Inc.
+1.32%
+$18.5 
RPM RPM International Inc.
+1.3%
+$8,590.4 
COLB Columbia Banking System, Inc.
+1.3%
+$394.06 
GILD Gilead Sciences Inc.
+1.29%
+$11,832.42 
PGNY Progyny Inc
+1.28%
+$405.15 
RNR RenaissanceRe Holdings Ltd.
+1.28%
+$3,185 
TTD The Trade Desk, Inc. Class A Common Stock
+1.27%
+$837.12 
SCHD Schwab U.S. Dividend Equity ETF
+1.27%
+$4,404.84 
NOC Northrop Grumman Corporation
+1.27%
+$13.68 
OUT OUTFRONT Media Inc.
+1.24%
+$6,367.9 
IDA IDACORP Inc.
+1.24%
+$1,136.92 
UTL Unitil Corporation
+1.23%
+$2,580.6 
NVO Novo Nordisk A/S Sponsored ADR
+1.23%
+$46.08 
PEG Public Service Enterprise Group Inc.
+1.23%
+$6,136.11 
WTM White Mountains Insurance Group, Ltd.
+1.21%
+$160.32 
FDX FedEx Corp.
+1.21%
+$2,422.79 
NOW ServiceNow Inc.
+1.19%
+$1,925.71 
DTE DTE Energy Company
+1.18%
+$13.77 
PM Philip Morris International Inc.
+1.18%
+$95.53 
FWRG First Watch Restaurant Group Inc.
+1.17%
+$132.47 
VFC VF Corporation
+1.14%
+$4,174.95 
SYY Sysco Corp.
+1.13%
+$3,474.49 
WWW Wolverine World Wide, Inc.
+1.12%
+$258.07 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.11%
+$401.5 
MCD McDonald's Corporation
+1.11%
+$79.46 
JHX James Hardie Industries plc
+1.08%
+$475.1 
ROKU Roku, Inc. Class A Common Stock
+1.08%
+$34.2 
IFF International Flavors & Fragrances, Inc.
+1.08%
+$1,632.68 
OLED Universal Display Corp.
+1.07%
+$109.8 
SDY State Street SPDR S&P Dividend ETF
+1.07%
+$36.74 
CNC Centene Corp.
+1.05%
+$125.8 
SKT Tanger Inc.
+1.05%
+$3,884.26 
COST Costco Wholesale Corp
+1.04%
+$93.69 
MANH Manhattan Associates Inc.
+1.02%
+$1,569.6 
IRMD iRadimed Corporation
+1.01%
+$298.15 
GXO GXO Logistics, Inc.
+1.01%
+$2,618.07 
UPS United Parcel Service, Inc. Class B Common Stock
+1%
+$74 
WMT Walmart Inc.
+1%
+$5,153.06 
FE FirstEnergy Corp.
+0.99%
+$107.1 
LIN Linde plc
+0.99%
+$256.62 
TJX The TJX Companies, Inc.
+0.98%
+$21,471.45 
XLU State Street Utilities Select Sector SPDR ETF
+0.95%
+$112 
DVY iShares Select Dividend ETF
+0.95%
+$413.74 
SCHH Schwab U.S. REIT ETF
+0.94%
+$84.84 
CMT Core Molding Technologies Inc.
+0.94%
+$64.46 
WMG Warner Music Group Corp.
+0.91%
+$976.41 
PINS Pinterest Inc.
+0.89%
+$45.1 
YUM Yum! Brands, Inc.
+0.89%
+$442.2 
ETR Entergy Corporation Common Stock
+0.87%
+$1,104 
TOST Toast, Inc. Class A Common Stock
+0.86%
+$2,379.44 
MTB M&T Bank Corporation
+0.86%
+$754 
ONEW OneWater Marine Inc. Class A Common Stock
+0.86%
+$0.48 
MGA Magna International Inc.
+0.85%
+$4,587.27 
USB U.S. Bancorp
+0.85%
+$123 
UAL United Airlines Holdings, Inc.
+0.85%
+$135.02 
SRE Sempra
+0.84%
+$109.2 
SIRI Sirius XM Holdings Inc.
+0.83%
+$0.45 
BAB Invesco Taxable Municipal Bond ETF
+0.82%
+$244.65 
RDNT RadNet Inc.
+0.8%
+$0.55 
FHI Federated Hermes, Inc. Common Stock
+0.8%
+$7,732.35 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.8%
+$706.9 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$7,478.25 
ITM VanEck Intermediate Muni ETF
+0.78%
+$9,128.7 
SMOT VanEck Morningstar SMID Moat ETF
+0.76%
+$253.5 
WDAY Workday Inc Class A Common Stock
+0.76%
+$1,941.76 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
+0.75%
+$184.32 
IEF iShares 7-10 Year Treasury Bond ETF
+0.75%
+$25,629.75 
ABT Abbott Laboratories
+0.75%
+$2,130 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.74%
+$42.88 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.72%
+$334.1 
DRI Darden Restaurants, Inc.
+0.72%
+$3,532.76 
F Ford Motor Co.
+0.71%
+$14.96 
TFC Truist Financial Corporation
+0.71%
+$4,889.88 
DIV Global X SuperDividend U.S. ETF
+0.71%
+$0.14 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.7%
+$182.14 
UNB Union Bankshares, Inc.
+0.7%
+$19.2 
DNUT Krispy Kreme, Inc.
+0.69%
+$0.16 
JMUB JPMorgan Municipal ETF
+0.69%
+$458.28 
PCEF Invesco CEF Income Composite ETF
+0.68%
+$61.62 
EPAM EPAM Systems, Inc.
+0.67%
+$18 
MBB iShares MBS ETF
+0.67%
+$36.3 
YUMC Yum China Holdings, Inc.
+0.66%
+$44.25 
GENK GEN Restaurant Group, Inc. Class A Common Stock
+0.66%
+$0.15 
SSNC SS&C Technologies Holdings, Inc.
+0.65%
+$1,394.23 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.65%
+$252.59 
VNQ Vanguard Real Estate ETF
+0.65%
+$192.34 
V Visa Inc. Class A
+0.64%
+$1,701.71 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.64%
+$4,343.36 
SYF Synchrony Financial
+0.62%
+$408.48 
HYD VanEck High Yield Muni ETF
+0.6%
+$207.09 
HQY HealthEquity, Inc.
+0.6%
+$1,575.89 
VTRS Viatris Inc.
+0.6%
+$2,661.01 
PRU Prudential Financial, Inc.
+0.58%
+$13.4 
DFCF Dimensional Core Fixed Income ETF
+0.58%
+$366.6 
NVG Nuveen AMT-Free Municipal Credit Income Fund
+0.56%
+$16.2 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.56%
+$572.64 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.55%
+$100.62 
WFC Wells Fargo & Company
+0.55%
+$532.35 
SHAK Shake Shack, Inc. Class A Common Stock
+0.55%
+$11.1 
MTX Minerals Technologies Inc.
+0.54%
+$249.56 
IGEB iShares Investment Grade Systematic Bond ETF
+0.53%
+$2,942.16 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.53%
+$41.5 
TOTL State Street DoubleLine Total Return Tactical ETF
+0.52%
+$7,308.6 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
+0.51%
+$31.64 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
+0.51%
+$101.62 
PGX Invesco Preferred ETF
+0.51%
+$2,716.85 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.5%
+$150.45 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.5%
+$4,564.8 
CFG Citizens Financial Group Inc.
+0.49%
+$2,574.4 
MTN Vail Resorts Inc.
+0.49%
+$1,548.73 
INDS Pacer Industrial Real Estate ETF
+0.49%
+$2.05 
UBER Uber Technologies Inc.
+0.49%
+$613.14 
IEI iShares 3-7 Year Treasury Bond ETF
+0.49%
+$455.65 
USMV iShares MSCI USA Min Vol Factor ETF
+0.48%
+$14.85 
SHO Sunstone Hotel Investors, Inc.
+0.48%
+$211.02 
GD General Dynamics Corp.
+0.47%
+$2,079.89 
DRH DiamondRock Hospitality Company
+0.47%
+$4,428.77 
DFIP Dimensional Inflation-Protected Securities ETF
+0.46%
+$19.8 
CMG Chipotle Mexican Grill, Inc.
+0.45%
+$360.25 
DIS The Walt Disney Company
+0.44%
+$3,321.95 
YOU Clear Secure Inc. Class A Common Stock
+0.44%
+$620.8 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.44%
+$4.73 
CSRE Cohen & Steers Real Estate Active ETF
+0.44%
+$342.96 
SPIP SPDR Portfolio TIPS ETF
+0.42%
+$89.25 
CVS CVS Health Corporation Common Stock
+0.42%
+$1,114.23 
ALNY Alnylam Pharmaceuticals, Inc.
+0.41%
+$113.46 
TIP iShares TIPS Bond ETF
+0.41%
+$19.57 
SWK Stanley Black & Decker Inc.
+0.39%
+$1,432.64 
MOAT VanEck Morningstar Wide Moat ETF
+0.39%
+$2,842.73 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.37%
+$17,863.8 
SCHP Schwab U.S. TIPS ETF
+0.37%
+$8,589.38 
MSI Motorola Solutions, Inc.
+0.36%
+$3.38 
SHYD VanEck Short High Yield Muni ETF
+0.34%
+$751.73 
AXP American Express Company
+0.33%
+$636.01 
CCL Carnival Corporation Ltd.
+0.29%
+$111.92 
NBIX Neurocrine Biosciences, Inc.
+0.29%
+$408.77 
MNRO Monro, Inc.
+0.28%
+$894.48 
ARQT Arcutis Biotherapeutics, Inc.
+0.27%
+$60.44 
APD Air Products and Chemicals Inc.
+0.26%
+$1,058.4 
SUB iShares Short-Term National Muni Bond ETF
+0.25%
+$4,241.64 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$154.66 
JSI Janus Henderson Securitized Income ETF
+0.24%
+$5,434.92 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.23%
+$48.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.22%
+$8,329.1 
DABS DoubleLine Asset-Backed Securities ETF
+0.21%
+$42.08 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.21%
+$939.8 
CAH Cardinal Health, Inc.
+0.21%
+$1,329.5 
HST Host Hotels & Resorts, Inc.
+0.2%
+$147.4 
EMBD Global X Emerging Markets Bond ETF
+0.2%
+$848.7 
LAMR Lamar Advertising Company Class A
+0.19%
+$729.9 
VMC Vulcan Materials Co.
+0.19%
+$232.05 
PYPL PayPal Holdings, Inc.
+0.19%
+$61.16 
CF CF Industries Holdings, Inc.
+0.19%
+$25.74 
SYNA Synaptics Incorporated
+0.19%
+$39.16 
KD Kyndryl Holdings Inc.
+0.17%
+$1.7 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$222.46 
URBN Urban Outfitters Inc.
+0.16%
+$1.68 
SNAP Snap Inc. Class A Common Stock
+0.16%
+$0.26 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.16%
+$4,774.5 
TBUX T. Rowe Price Ultra Short-Term Bond Fund
+0.15%
+$225.68 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.15%
+$51 
AMP Ameriprise Financial Inc.
+0.14%
+$135 
PCRX Pacira BioSciences, Inc.
+0.14%
+$41.7 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
+0.14%
+$5.48 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.13%
+$546.6 
SCHW The Charles Schwab Corporation
+0.12%
+$3.63 
EMTL State Street DoubleLine Emerging Markets Fixed Income ETF
+0.11%
+$1,338.75 
SCL Stepan Company
+0.09%
+$46.08 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.09%
+$22 
MRGR ProShares Merger ETF
+0.09%
+$65.96 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$21 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.07%
+$1,091.2 
VNLA Janus Henderson Short Duration Income ETF
+0.07%
+$8.93 
PLD Prologis, Inc.
+0.07%
+$1.35 
CBT Cabot Corporation
+0.07%
+$17.55 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.06%
+$0.8 
NYT New York Times Co. Class A Common Stock
+0.06%
+$3 
PFFD Global X U.S. Preferred ETF
+0.06%
+$273.36 
AVUV Avantis U.S. Small Cap Value ETF
+0.05%
+$5.1 
TARS Tarsus Pharmaceuticals Inc.
+0.04%
+$51.63 
FDVV Fidelity High Dividend ETF
+0.03%
+$13.44 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$4.23 
HASI HA Sustainable Infrastructure Capital, Inc.
+0.03%
+$119.11 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$6.25 
SCYB Schwab High Yield Bond ETF
+0.02%
+$19.75 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$4.27 
JNK State Street SPDR Bloomberg High Yield Bond ETF
+0.02%
+$4.58 
DFAT Dimensional U.S. Targeted Value ETF
+0.01%
+$1.35 
ITIC Investors Title Company
+0.01%
+$9.69 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$0.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
+$0.56 
BLFS BioLife Solutions Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
LNC Lincoln National Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
QUS State Street SPDR MSCI USA StrategicFactors ETF
0%
$0 
SIHY Harbor Ares Systematic High Yield ETF
0%
$0 
ALLW State Street Bridgewater All Weather ETF
0%
+$0.01 
TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 4613
46137V357
0%
$0 ROCK
ROCK
0%
$0 5322
53220K504
0%
$0 
TY Tri-Continental Corporation
0%
$0 H591
H5919C104
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 FOUR
FOURPRA
-34.36%
-$159.05 GMEW
GMEWS
-27.2%
-$0.12 
ENTG Entegris Inc.
-11.7%
-$24,181.72 
HXL Hexcel Corporation
-11.64%
-$25,792.49 
COHR Coherent Corp.
-11.45%
-$13,600 
TER Teradyne, Inc.
-10.27%
-$14,972.56 
GEV GE Vernova Inc.
-9.78%
-$7,609.98 
LRCX Lam Research Corp.
-9.03%
-$11,560.59 
POWL Powell Industries, Inc.
-8.84%
-$41,041.38 
NOK Nokia Corporation Sponsored ADR
-8.81%
-$81.5 
MKSI MKS Inc.
-8.73%
-$15,699.85 
CIEN Ciena Corp.
-8.5%
-$10,349.27 
AMKR Amkor Technology Inc.
-8.41%
-$10,613.12 
ABSI Absci Corporation
-8.27%
-$498 
GNRC Generac Holdings Inc.
-8.1%
-$12,485.55 
INVX Innovex International Inc.
-7.88%
-$3,196.96 
FTI TechnipFMC plc
-7.87%
-$5,206.95 
PDFS PDF Solutions, Inc.
-7.84%
-$8,697.45 
KLAC KLA Corporation
-7.65%
-$5,727.29 
Q Qnity Electronics Inc.
-7.26%
-$9,208.32 
ETN Eaton Corporation plc
-7.25%
-$69,825.08 
GLW Corning Incorporated
-7.22%
-$64,508.02 
APH Amphenol Corp. Class A Common Stock
-7.21%
-$548.16 
PH Parker-Hannifin Corporation
-7.14%
-$136.82 
SOLS Sollensys Corp
-7.02%
-$9,740.16 
VRT Vertiv Holdings Co Class A Common Stock
-6.95%
-$147.35 
META Meta Platforms Inc Class A
-6.69%
-$4,993.15 
DELL Dell Technologies Inc. Class C Common Stock
-6.66%
-$34,959.6 
ALGM Allegro MicroSystems, Inc.
-6.65%
-$4,220.51 
STX Seagate Technology Holdings plc
-6.52%
-$66,078.48 
AMD Advanced Micro Devices Inc.
-6.45%
-$11,875.55 
MRVL Marvell Technology Inc.
-6.44%
-$17,068.07 
CGNX Cognex Corporation
-6.17%
-$11,878.44 
GFS GlobalFoundries Inc.
-6.14%
-$6,185.23 
NBIS Nebius Group N.V. Class A Ordinary Shares
-6.13%
-$10.52 
STLD Steel Dynamics, Inc.
-5.86%
-$1,119.58 
WDC Western Digital Corp.
-5.85%
-$2,323.65 
LAR Lithium Argentina AG
-5.82%
-$22.88 
TT Trane Technologies plc
-5.72%
-$1,428.35 
INTC Intel Corporation
-5.67%
-$3,725.89 
FLR Fluor Corporation
-5.58%
-$2,517.48 
AMAT Applied Materials Inc.
-5.54%
-$15,483.61 
EQIX Equinix, Inc.
-5.46%
-$3,799.6 
FCEL FuelCell Energy Inc.
-5.46%
-$21.6 
NTAP NetApp, Inc.
-5.34%
-$83,474.84 
CAT Caterpillar Inc.
-5.34%
-$2,606.67 
WAB Wabtec Corporation
-5.25%
-$333.74 
GRC The Gorman-Rupp Company
-5.24%
-$9,020.97 
VELO Velo3D Inc.
-5.2%
-$3.24 
RRX Regal Rexnord Corporation
-5.19%
-$9,033.8 
SPCX Space Exploration Technologies Corp. Class A
-5.15%
-$943 
B BARRICK MINING CORP Common Stock (ABR0)
-5.09%
-$622.5 
EMR Emerson Electric Co.
-5.03%
-$13,456.2 
CLF Cleveland-Cliffs Inc.
-5.03%
-$1,419.87 
KOPN Kopin Corporation
-4.94%
-$372.75 
FCX Freeport-McMoRan Inc.
-4.92%
-$881.4 
JCI Johnson Controls International plc
-4.91%
-$58,294.5 
NUE Nucor Corporation
-4.84%
-$1,050.42 
AA Alcoa Corporation
-4.84%
-$1,270.65 
ADI Analog Devices, Inc.
-4.64%
-$12,437.69 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-4.62%
-$1,890.57 
HIMX Himax Technologies Inc. Sponsored ADR
-4.61%
-$3.85 
SNDK Sandisk Corp.
-4.61%
-$2,223.2 
DDOG Datadog Inc. Class A
-4.6%
-$50.24 
AGI Alamos Gold Inc. Class A Common Shares
-4.59%
-$916.65 
TWLO Twilio Inc. Class A Common Stock
-4.55%
-$12,421.11 
IRM Iron Mountain Inc.
-4.5%
-$216.72 
CEG Constellation Energy Corporation
-4.47%
-$302.25 
ZBRA Zebra Technologies Corp. Class A Common Stock
-4.34%
-$1,357.2 
SNA Snap-on Incorporated
-4.31%
-$350.02 
ROK Rockwell Automation Inc.
-4.21%
-$5,292.28 
NTRA Natera, Inc.
-4.14%
-$856.5 
AMZN Amazon.com Inc
-4.11%
-$36,146.5 
SLB SLB N.V.
-3.93%
-$3,059.22 
USAR USA Rare Earth, Inc.
-3.92%
-$278.83 
ETHE Grayscale Ethereum Trust ETF
-3.75%
-$46.5 
ETH Ethan Allen Interiors Inc
-3.7%
-$682 
DOV Dover Corporation
-3.65%
-$5,733.3 
SNPS Synopsys Inc.
-3.64%
-$147.87 
NXT Nextpower Inc. Class A Common Stock
-3.62%
-$3,936.8 
COCO The Vita Coco Company, Inc.
-3.5%
-$7,313.57 
EQR Equity Residential
-3.5%
-$5,453.91 
PBW Invesco WilderHill Clean Energy ETF
-3.48%
-$312.39 
IBIT iShares Bitcoin Trust ETF
-3.48%
-$790.87 
POWI Power Integrations, Inc.
-3.47%
-$4,293.02 
BTCO Invesco Galaxy Bitcoin ETF
-3.47%
-$582 
MCHP Microchip Technology Inc.
-3.42%
-$3,793.68 
COIN Coinbase Global Inc. Class A Common Stock
-3.31%
-$99.62 
AVGO Broadcom Inc.
-3.31%
-$16,218.84 
NVDA NVIDIA Corporation
-3.27%
-$8,972.53 
VLO Valero Energy Corporation
-3.25%
-$15,167.25 
KMI Kinder Morgan Inc.
-3.12%
-$17,209.1 
CEF Sprott Physical Gold and Silver Trust
-3.11%
-$321.3 
MP MP Materials Corp.
-3.09%
-$122 
NTGR NETGEAR Inc.
-3%
-$659.68 
WMB The Williams Companies, Inc.
-3%
-$13,167.2 
CSCO Cisco Systems, Inc.
-2.9%
-$9,445.07 
MU Micron Technology Inc.
-2.72%
-$4,816.05 
GME GameStop Corp. Class A
-2.7%
-$781 
ALB Albemarle Corporation
-2.7%
-$443.7 
NTNX Nutanix, Inc. Class A Common Stock
-2.7%
-$68.04 
FRDM Freedom 100 Emerging Markets ETF
-2.69%
-$105,647.6 
IYM iShares U.S. Basic Materials ETF
-2.68%
-$639.59 
AZZ AZZ Inc.
-2.68%
-$2,767.66 
BYND Beyond Meat Inc.
-2.64%
-$0.06 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.62%
-$247 
OKTA Okta Inc. Class A Common Stock
-2.62%
-$12,143.04 
CMC Commercial Metals Company
-2.59%
-$329.67 
SE Sea Limited Sponsored ADR
-2.55%
-$181.09 
IDCC InterDigital Inc.
-2.52%
-$2,101.56 
AVEM Avantis Emerging Markets Equity ETF
-2.51%
-$383.54 
TRGP Targa Resources Corp.
-2.5%
-$66.65 
EEM iShares MSCI Emerging Markets ETF
-2.5%
-$3,609.3 
GE General Electric Company
-2.48%
-$2,561.66 
CGXU Capital Group International Focus Equity ETF
-2.43%
-$1,843.61 
AVES Avantis Emerging Markets Value ETF
-2.4%
-$79,788 
TAN Invesco Solar ETF
-2.37%
-$77.77 
TMO Thermo Fisher Scientific Inc.
-2.34%
-$11,147.51 
DFEV Dimensional Emerging Markets Value ETF
-2.31%
-$251.75 
CARR Carrier Global Corp.
-2.28%
-$525.03 
APA APA Corporation
-2.28%
-$90.4 
IWF iShares Russell 1000 Growth ETF
-2.27%
-$89.92 
GOOGL Alphabet Inc
-2.27%
-$20,687.23 
GOOG Alphabet Inc
-2.27%
-$2,290.55 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-2.24%
-$1,435.07 
SMR NuScale Power Corporation Class A Common Stock
-2.18%
-$102 
PCG PG&E Corporation
-2.17%
-$28.79 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-2.15%
-$76.13 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$207.87 
QQQ Invesco QQQ Trust, Series 1
-2.11%
-$15.32 
IAU iShares Gold Trust
-2.11%
-$1,161.12 
GLD SPDR Gold Shares
-2.09%
-$8,669.37 
GWW W.W. Grainger Inc.
-2.08%
-$561.8 
PHYS Sprott Physical Gold Trust
-2.06%
-$1,691.19 
FANG Diamondback Energy Inc.
-2.06%
-$3,705.29 
MPC Marathon Petroleum Corp.
-2.04%
-$53,069.41 
AER AerCap Holdings N.V.
-2%
-$174.05 
MELI MercadoLibre Inc.
-1.96%
-$6,630.26 
SHOP Shopify Inc.
-1.95%
-$237.65 
MSFT Microsoft Corporation Common Stock
-1.87%
-$44,292.16 
RBRK Rubrik Inc. Class A Common Stock
-1.81%
-$3,974.14 
DTM DT Midstream, Inc.
-1.8%
-$105.28 
IBM International Business Machines Corporation
-1.79%
-$12,478.53 
NSA National Storage Affiliates Trust
-1.77%
-$387.66 
FXI iShares China Large-Cap ETF
-1.72%
-$64.97 
TEX Terex Corporation Common Stock
-1.7%
-$345.6 
ORCL Oracle Corporation
-1.69%
-$6,172.62 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-1.68%
-$269.09 
FAST Fastenal Co.
-1.63%
-$2,120.4 
MLPX Global X MLP & Energy Infrastructure ETF
-1.63%
-$200.4 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-1.59%
-$21.26 
C Citigroup Inc.
-1.56%
-$492.15 
CWB SPDR Bloomberg Convertible Securities ETF
-1.55%
-$145.5 
BNY Bank of New York Mellon Corp.
-1.55%
-$2,110.84 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.54%
-$55.98 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-1.54%
-$103.95 
DHR Danaher Corp.
-1.51%
-$764.64 
STT State Street Corporation Common Stock
-1.51%
-$1,195.95 
DD DuPont de Nemours, Inc.
-1.48%
-$7,297.29 
AR Antero Resources Corporation
-1.45%
-$945.84 
QGRO American Century U.S. Quality Growth ETF
-1.45%
-$5.13 
VXUS Vanguard Total International Stock ETF
-1.44%
-$15.73 
AXON Axon Enterprise, Inc.
-1.44%
-$23.12 
IVZ Invesco Ltd.
-1.44%
-$33.6 
WFCF Where Food Comes From Inc.
-1.43%
-$47.25 
EBAY eBay Inc.
-1.42%
-$1,907.5 
ELVR Elevra Lithium Ltd ADR
-1.4%
-$2.88 
BABA Alibaba Group Holding Ltd. ADR
-1.37%
-$11.44 
BROS Dutch Bros Inc. Class A Common Stock
-1.36%
-$289.23 
VT Vanguard Total World Stock ETF
-1.35%
-$10.7 
PCAR PACCAR Inc.
-1.33%
-$42.48 
PR Permian Resources Corp Class A Common Stock
-1.33%
-$906.18 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.33%
-$37.2 
SPHQ Invesco S&P 500 Quality ETF
-1.32%
-$185.92 
BNS Bank of Nova Scotia
-1.29%
-$5,677.32 
SPY State Street SPDR S&P 500 ETF Trust
-1.26%
-$854.92 
CNK Cinemark Holdings, Inc.
-1.25%
-$1,060 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$1,080 
BA The Boeing Company
-1.25%
-$31.2 
VTI Vanguard Total Stock Market ETF
-1.25%
-$506.11 
VOO Vanguard S&P 500 ETF
-1.25%
-$930.3 
AVDE Avantis International Equity Fund Institutional Class
-1.23%
-$2,288.82 
IWV iShares Russell 3000 ETF
-1.22%
-$791.8 
ET Energy Transfer LP
-1.19%
-$39.12 
VEA Vanguard FTSE Developed Markets ETF
-1.18%
-$220.78 
SVRA Savara Inc.
-1.18%
-$165 
ADM Archer-Daniels-Midland Company
-1.16%
-$138 
PHVS Pharvaris N.V. Ordinary Shares
-1.14%
-$182 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.14%
-$16 
ITW Illinois Tool Works Inc.
-1.12%
-$142.14 
BMO Bank of Montreal
-1.11%
-$482.6 
TDIV First Trust NASDAQ Technology Dividend Index Fund
-1.09%
-$657.5 
EOG EOG Resources, Inc.
-1.06%
-$50.1 
HONA Honeywell Aerospace Inc.
-1.05%
-$173.4 
DFIC Dimensional International Core Equity 2 ETF
-1.04%
-$915.22 
PSMT PriceSmart, Inc.
-1.01%
-$1,275.01 
TYG Tortoise Energy Infrastructure Corp.
-1.01%
-$7,293 
GROV Grove Collaborative Holdings, Inc. Class A Common Stock
-0.98%
-$7 
HON Honeywell International Inc.
-0.98%
-$214.2 
AMLP Alerian MLP ETF
-0.98%
-$299.21 
PLOW Douglas Dynamics, Inc.
-0.96%
-$7.8 
EFA iShares MSCI EAFE ETF
-0.95%
-$46.53 
SOBO South Bow Corporation
-0.95%
-$52.8 
XOM ExxonMobil Holdings Corporation
-0.91%
-$7,635.04 
MGNI Magnite, Inc.
-0.89%
-$1,910.37 
UNM Unum Group
-0.89%
-$380.97 
DUHP Dimensional US High Profitability ETF
-0.88%
-$111 
SMMD iShares Russell 2500 ETF
-0.87%
-$3,507.75 
LNG Cheniere Energy Inc.
-0.86%
-$6,252.89 
IWR iShares Russell Mid-Cap ETF
-0.85%
-$716.28 
EVCM EverCommerce Inc.
-0.81%
-$14.03 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.79%
-$513 
FLCC Federated Hermes MDT Large Cap Core ETF
-0.79%
-$6,299.81 
DFJ WisdomTree Japan SmallCap Dividend Fund
-0.78%
-$44 
BOOT Boot Barn Holdings, Inc.
-0.78%
-$317.7 
TXN Texas Instruments Inc.
-0.75%
-$4,887.74 
DFIV Dimensional International Value ETF
-0.74%
-$235.2 
DFAS Dimensional U.S. Small Cap ETF
-0.72%
-$236.55 
GRMN Garmin Ltd.
-0.72%
-$4,146.56 
QLTY GMO U.S. Quality ETF
-0.7%
-$147.25 
LEA Lear Corporation
-0.69%
-$4,777.38 
NTLA Intellia Therapeutics, Inc.
-0.69%
-$104 
EFV iShares MSCI EAFE Value ETF
-0.66%
-$31.5 
TGTX TG Therapeutics Inc.
-0.66%
-$1,307.25 
OKE ONEOK, Inc.
-0.64%
-$2,461.8 
VEEV Veeva Systems Inc.
-0.61%
-$1,429.34 
BLK BlackRock, Inc.
-0.6%
-$20.85 
EPD Enterprise Products Partners L.P.
-0.6%
-$2,970.44 
H Hyatt Hotels Corporation Class A Common Stock
-0.59%
-$53 
EUSA iShares MSCI USA Equal Weighted ETF
-0.59%
-$12.82 
CRUS Cirrus Logic Inc.
-0.58%
-$413.11 
TRP TC Energy Corporation
-0.58%
-$288 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.57%
-$0.55 
JEPI JPMorgan Equity Premium Income ETF
-0.52%
-$1,655.7 
WAY Waystar Holding Corp.
-0.52%
-$1,134 
QCOM QUALCOMM Incorporated
-0.51%
-$47.97 
AVMV Avantis U.S. Mid Cap Value ETF
-0.51%
-$64 
MLR Miller Industries, Inc.
-0.5%
-$1,058.67 
XBI State Street SPDR S&P Biotech ETF
-0.5%
-$5.36 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.49%
-$61.25 
CVX Chevron Corporation
-0.49%
-$8,277.27 
FLNG FLEX LNG Ltd.
-0.48%
-$1,014.39 
EVGO EVgo Inc. Class A Common Stock
-0.46%
-$1 
AMPH Amphastar Pharmaceuticals, Inc.
-0.46%
-$73.8 
HAS Hasbro Inc.
-0.46%
-$1,659.32 
TPR Tapestry Inc.
-0.42%
-$2,940.98 
AMG Affiliated Managers Group, Inc.
-0.41%
-$40.12 
KRT Karat Packaging Inc.
-0.4%
-$29.7 
GMOI GMO International Value ETF
-0.37%
-$982.35 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
-0.36%
-$46.5 
CPA Copa Holdings, S.A. Class A Common Stock
-0.35%
-$12 
AMC AMC Entertainment Holdings, Inc. Class A Common Stock
-0.33%
-$0.53 
MET MetLife, Inc.
-0.31%
-$93.44 
ELF e.l.f. Beauty, Inc.
-0.3%
-$13.8 
HDSN Hudson Technologies, Inc.
-0.28%
-$186.45 
NFG National Fuel Gas Company
-0.28%
-$36.52 
BKLN Invesco Senior Loan ETF
-0.27%
-$565.67 
J Jacobs Solutions Inc.
-0.27%
-$0.76 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.26%
-$11,455.69 
AIVL WisdomTree U.S. AI Enhanced Value Fund
-0.25%
-$127.76 
GDV The Gabelli Dividend & Income Trust
-0.24%
-$14 
SOFI SoFi Technologies, Inc.
-0.23%
-$3.5 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$111.29 
AAPL Apple Inc.
-0.21%
-$6,516.42 
RTX RTX Corporation
-0.2%
-$3,604.77 
MMM 3M Company
-0.19%
-$2.31 
JPM JPMorgan Chase & Co.
-0.19%
-$5,429.34 
HAUZ Xtrackers International Real Estate ETF
-0.19%
-$27.24 
TRMB Trimble Inc.
-0.18%
-$296.12 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.17%
-$35.46 
VOOV Vanguard S&P 500 Value ETF
-0.14%
-$42.9 
BP BP Plc Sponsored ADR
-0.14%
-$3.5 
ABBV AbbVie Inc.
-0.13%
-$2,572.49 
JHPI John Hancock Preferred Income ETF
-0.12%
-$1,685.85 
AVSC Avantis U.S. Small Cap Equity ETF
-0.11%
-$0.8 
LNTH Lantheus Holdings Inc.
-0.11%
-$44.77 
CELH Celsius Holdings Inc.
-0.11%
-$109.41 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$21 
RL Ralph Lauren Corp. Class A Common Stock
-0.1%
-$621.72 
BAC Bank of America Corporation
-0.08%
-$8.6 
TFLR T. Rowe Price Floating Rate ETF
-0.07%
-$464.35 
BINC iShares Flexible Income Active ETF
-0.07%
-$24.75 
TSLA Tesla, Inc.
-0.07%
-$143.75 
VYM Vanguard High Dividend Yield ETF
-0.06%
-$13.23 
HYBB iShares BB Rated Corporate Bond ETF
-0.04%
-$9 
TTE TotalEnergies SE
-0.03%
-$168.66 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$0.5 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$2 Events
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Dividends
Dividend Analysis
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| Trades 5088 | Longs Won 2816/5088 55% | Profit Factor 3.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $107,496.33 |
| Average Win $22,868.42 | Best Trade (Mar 31) $5.55M | Sharpe Ratio -15.15 |
| Average Loss -$7,891.24 | Worst Trade (Jun 30) -$590,873.4 | Z-Score -7.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $9,132.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $25,000.2 | - | $632.1 | 2.59% | -4.837% |
| AAPL Apple Inc. | 9,114 | $1.63M | $3.13M | - | $1.5M | 91.7% | -0.208% |
| ABBV AbbVie Inc. | 7,146 | $1.27M | $2.03M | - | $758,959.06 | 59.59% | -0.126% |
| ABCB Ameris Bancorp | 545 | $34,418.65 | $44,602.8 | - | $10,184.15 | 29.59% | +1.513% |
| ABSI Absci Corporation | 600 | $2,094 | $5,526 | - | $3,432 | 163.9% | -8.267% |
| ABT Abbott Laboratories | 2,840 | $361,596.34 | $287,578.4 | - | -$74,017.94 | -20.47% | +0.746% |
| ACGL Arch Capital Group Ltd. | 33 | $3,047.55 | $3,382.83 | - | $335.28 | 11% | +2.224% |
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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 - $5.7M, 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 Corp - $426,958.33, Pfizer Inc - $399,073.92, VF Corporation - $318,861.95, Snowflake Inc. Common Stock - $292,737.37, and iShares TIPS Bond ETF - $285,033.33. 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 $13.82M earned over time. The largest contributors to dividend income include Tri-Continental Corporation - $521,379.61, SPDR Portfolio Intermediate Term Corporate Bond ETF - $459,445.71, iShares 7-10 Year Treasury Bond ETF - $453,662.33, SPDR Portfolio Short Term Treasury ETF - $367,533.89, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $318,628.01. 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.
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