JH
Jeffrey Hanson Portfolio
Invests via Breakwater Capital Group | Managed by Jeffrey Hanson
Invests via Breakwater Capital Group
Managed by Jeffrey Hanson
Automatically Tracked
Jeffrey Hanson Profile
With a robust background in technology-driven startups, Jeffrey Hanson has distinguished himself as an entrepreneurial founder adept at navigating the complex landscape of innovation. He has been instrumental in launching several successful ventures that leverage cutting-edge technologies to solve real-world problems. His leadership experience encompasses strategic decision-making and operational execution, which have enabled him to drive growth and foster sustainable business models. Known for his ability to connect market needs with pioneering solutions, he plays a critical role in enhancing corporate ecosystems through collaboration and partnerships. Hanson's endeavors not only focus on scaling businesses but also contribute significantly to advancing industry standards within the tech sector.
With a robust background in technology-driven startups, Jeffrey Hanson has distinguished himself as an entrepreneurial founder adept at navigating the complex landscape of innovation. He has been instrumental in launching several successful ventures that leverage cutting-edge technologies to solve real-world problems. His leadership experience encompasses strategic decision-making and operational execution, which have enabled him to drive growth and foster sustainable business models. Known for his ability to connect market needs with pioneering solutions, he plays a critical role in enhancing corporate ecosystems through collaboration and partnerships. Hanson's endeavors not only focus on scaling businesses but also contribute significantly to advancing industry standards within the tech sector.
Investment Philosophy & Strategy
Innovation drives Jeffrey Hanson's investment philosophy, reflecting his deep understanding of the technology sector's rapid evolution. Leveraging a founder’s mindset, he identifies and supports ventures poised for disruptive impact in their markets. His approach often prioritizes collaboration with talented teams to enhance scalability and optimize operational efficiencies. Beyond just funding, there is a commitment to nurturing promising startups through mentorship and strategic guidance. By connecting innovative ideas with practical applications, he not only seeks robust financial returns but also aims to elevate industry practices across the board.
Innovation drives Jeffrey Hanson's investment philosophy, reflecting his deep understanding of the technology sector's rapid evolution. Leveraging a founder’s mindset, he identifies and supports ventures poised for disruptive impact in their markets. His approach often prioritizes collaboration with talented teams to enhance scalability and optimize operational efficiencies. Beyond just funding, there is a commitment to nurturing promising startups through mentorship and strategic guidance. By connecting innovative ideas with practical applications, he not only seeks robust financial returns but also aims to elevate industry practices across the board.
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:
23.8%
Gain +0.82%
Monthly
0.72%
Yearly
8.94%
Drawdown
14.84%
$832.92M
Equity
Holdings
$832.92M
Investment
$600.89M
$246.03M
Profit +$7.93M
Realized
$14M
Unrealized
$232.03M
Dividends
$32.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$7.93M
Win %
83%
This Week
Compared To Last Week
Gain
0.96%
Profit
$7.93M
Win %
83%
This Month
Compared to last month
Gain
0.74%
Profit
$6.13M
Win %
83%
This Year
Compared to last year
Gain
7.29%
Profit
$58.76M
Win %
83%
MU Micron Technology, Inc.
+9.07%
+$148,185 
AMD Advanced Micro Devices, Inc.
+7.64%
+$57,579.57 
COF Capital One Financial Corporation
+5.84%
+$26,694.46 
RXRX Recursion Pharmaceuticals, Inc.
+5.62%
+$3,090.8 
MRVL Marvell Technology, Inc.
+5.6%
+$177,333.73 
ORCL Oracle Corporation
+5.01%
+$295,141.42 
LRCX Lam Research Corporation
+4.99%
+$26,756.17 
UBER Uber Technologies, Inc.
+4.82%
+$14,368.96 
GLW Corning Incorporated
+4.72%
+$25,041.6 
BA Boeing Company
+4.67%
+$36,648.96 
SOXX iShares Semiconductor ETF
+4.51%
+$18,617.44 
QCOM QUALCOMM Incorporated
+4.47%
+$55,105.93 
META Meta Platforms Inc Class A
+4.24%
+$82,814.18 
HON Honeywell International Inc.
+4.12%
+$53,063.52 
AMAT Applied Materials, Inc.
+3.94%
+$34,910.67 
ETN Eaton Corporation plc
+3.9%
+$60,493.48 
IR Ingersoll Rand Inc.
+3.85%
+$43,332.19 
SHOP Shopify Inc.
+3.69%
+$22,628.81 
GLD SPDR Gold Shares
+3.6%
+$7,135.83 
BX Blackstone Inc.
+3.59%
+$10,045.98 
XCEM Columbia EM Core ex-China ETF
+3.55%
+$308,944.27 
AXP American Express Company
+3.46%
+$22,170.94 
INTC Intel Corporation
+3.35%
+$63,971.97 
CEG Constellation Energy Corporation
+3.33%
+$14,991.12 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.29%
+$30,827.09 
GE General Electric Company
+3.28%
+$83,609.94 
XLK State Street Technology Select Sector SPDR ETF
+3.25%
+$40,591.54 
GEV GE Vernova Inc.
+3.16%
+$51,973.25 
AVES Avantis Emerging Markets Value ETF
+2.99%
+$28,622 
AMZN Amazon.com Inc
+2.99%
+$214,530.45 
DFAE Dimensional Emerging Core Equity Market ETF
+2.93%
+$110,902.37 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.92%
+$37,950.39 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.87%
+$63,729 
AVEM Avantis Emerging Markets Equity ETF
+2.84%
+$157,316.64 
ADI Analog Devices, Inc.
+2.8%
+$14,464.44 
ITT Itt Inc.
+2.78%
+$6,717.02 
INTU Intuit Inc.
+2.77%
+$8,325.12 
CMI Cummins Inc.
+2.77%
+$8,842.68 
MLM Martin Marietta Materials, Inc.
+2.74%
+$6,621.12 
QQQ Invesco QQQ Trust, Series 1
+2.7%
+$89,870.7 
AUR Aurora Innovation, Inc.
+2.69%
+$8,484.3 
ROK Rockwell Automation, Inc.
+2.57%
+$7,198.38 
GARP iShares MSCI USA Quality GARP ETF
+2.57%
+$22,981.71 
MTUM iShares MSCI USA Momentum Factor ETF
+2.56%
+$14,973.2 
DFEV Dimensional Emerging Markets Value ETF
+2.54%
+$168,026.17 
GOOGL Alphabet Inc
+2.54%
+$89,610.95 
CAT Caterpillar Inc.
+2.44%
+$42,252.75 
GOOG Alphabet Inc
+2.39%
+$143,748.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.39%
+$248,558.31 
VUG Vanguard Growth ETF
+2.34%
+$46,874.52 
RPM RPM International Inc.
+2.33%
+$7,500 
FCX Freeport-McMoRan Inc.
+2.32%
+$23,668.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.29%
+$92,591.85 
MGK Vanguard Mega Cap Growth ETF
+2.29%
+$102,713.82 
CWB SPDR Bloomberg Convertible Securities ETF
+2.24%
+$7,667.12 
AVGO Broadcom Inc.
+2.23%
+$24,435.71 
ADBE Adobe Inc.
+2.17%
+$6,295.03 
NVDA NVIDIA Corporation
+2.14%
+$135,141.84 
IEMG iShares Core MSCI Emerging Markets ETF
+2.14%
+$14,578.9 
PWR Quanta Services Inc.
+2.1%
+$10,684.34 
TT Trane Technologies plc
+2.06%
+$119,593.32 
NU Nu Holdings Ltd.
+2.05%
+$4,995.5 
MS Morgan Stanley
+2.02%
+$33,566.16 
IDHQ Invesco S&P International Developed Quality ETF
+1.96%
+$54,110.16 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.94%
+$4,510.96 
VLUE iShares MSCI USA Value Factor ETF
+1.92%
+$20,683.4 
IWF iShares Russell 1000 Growth ETF
+1.89%
+$431,818.02 
PXH Invesco FTSE RAFI Emerging Markets ETF
+1.86%
+$11,918.34 
MSFT Microsoft Corp.
+1.72%
+$192,323.5 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+1.71%
+$24,908.74 
XLI Industrial Select Sector SPDR Fund
+1.69%
+$12,763.86 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.68%
+$13,798.55 
IWP iShares Russell Mid-Cap Growth ETF
+1.66%
+$5,968.26 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.62%
+$15,949.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.61%
+$8,402.41 
AVDV Avantis International Small Cap Value ETF
+1.6%
+$28,151.73 
AVNV Avantis All International Markets Value ETF
+1.6%
+$5,430.73 
SPHQ Invesco S&P 500 Quality ETF
+1.6%
+$25,935.84 
GS The Goldman Sachs Group, Inc.
+1.59%
+$17,356.3 
AAPL Apple Inc.
+1.58%
+$406,210.15 
VOO Vanguard S&P 500 ETF
+1.57%
+$174,746.57 
SPY SPDR S&P 500 ETF Trust
+1.56%
+$71,645.46 
DE Deere & Company
+1.56%
+$18,141.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.56%
+$27,743.42 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+1.55%
+$53,279.42 
IWB iShares Russell 1000 ETF
+1.54%
+$118,140.28 
DNLI Denali Therapeutics Inc.
+1.51%
+$5,113.77 
FNDC Schwab Fundamental International Small Company Index ETF
+1.51%
+$130,841.25 
DAL Delta Air Lines, Inc.
+1.47%
+$4,010.14 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+1.44%
+$30,919.68 
IWL iShares Russell Top 200 ETF
+1.42%
+$13,184.6 
SPGI S&P Global Inc.
+1.41%
+$3,687.14 
JQUA JPMorgan U.S. Quality Factor ETF
+1.39%
+$434,673.36 
EWJ iShares MSCI Japan ETF
+1.39%
+$25,336.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$28,980.11 
VXF Vanguard Extended Market ETF
+1.35%
+$6,890.8 
FQAL Fidelity Quality Factor ETF
+1.34%
+$13,853.95 
VO Vanguard Mid-Cap ETF
+1.33%
+$13,776.84 
TSLA Tesla, Inc.
+1.33%
+$13,314.01 
C Citigroup Inc.
+1.33%
+$31,961.65 
IVV iShares Core S&P 500 ETF
+1.32%
+$254,338.7 
IQDG WisdomTree International Quality Dividend Growth Fund
+1.31%
+$3,531.68 
BHP BHP Group Ltd.
+1.3%
+$9,014.02 
HD The Home Depot, Inc.
+1.3%
+$23,076.42 
DEM WisdomTree Emerging Markets High Dividend Fund
+1.26%
+$3,140.9 
PEG Public Service Enterprise Group Incorporated
+1.25%
+$7,358 
AVDS Avantis International Small Cap Equity ETF
+1.25%
+$7,952.64 
QLTY GMO U.S. Quality ETF
+1.21%
+$12,224.5 
FMDE Fidelity Enhanced Mid Cap ETF
+1.2%
+$5,747.04 
XBI SPDR S&P Biotech ETF
+1.2%
+$27,595.2 
TRV The Travelers Companies, Inc.
+1.19%
+$4,414.08 
DIS The Walt Disney Company
+1.15%
+$10,695 
SPGP Invesco S&P 500 GARP ETF
+1.15%
+$35,541.9 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+1.13%
+$102,778.74 
DWMF WisdomTree International Multifactor Fund
+1.12%
+$5,101.76 
ALLE Allegion plc
+1.11%
+$3,598.37 
XMMO Invesco S&P MidCap Momentum ETF
+1.11%
+$49,413.92 
NI NiSource Inc.
+1.1%
+$2,356.64 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+1.09%
+$3,006.26 
BLK BlackRock, Inc.
+1.07%
+$2,981 
AVDE Avantis International Equity ETF
+1.03%
+$14,871.63 
VFMO Vanguard U.S. Momentum Factor Fund
+1.03%
+$9,187.5 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$38,236.32 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.01%
+$2,263.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.01%
+$11,671.92 
FESM Fidelity Enhanced Small Cap ETF
+0.96%
+$25,546.12 
PVAL Putnam Focused Large Cap Value ETF
+0.95%
+$19,189.87 
ANET Arista Networks, Inc.
+0.95%
+$7,285 
VB Vanguard Small-Cap ETF
+0.93%
+$3,179 
XLF Financial Select Sector SPDR Fund
+0.93%
+$11,771.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.92%
+$3,240 
ASML ASML Holding N.V. New York Registry Shares
+0.88%
+$7,963.7 
FENI Fidelity Enhanced International ETF
+0.88%
+$19,991.47 
FNCL Fidelity MSCI Financials Index ETF
+0.88%
+$3,997.22 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.88%
+$3,968 
QUAL iShares MSCI USA Quality Factor ETF
+0.87%
+$55,420.47 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.84%
+$25,960.25 
IWR iShares Russell Mid-Cap ETF
+0.84%
+$9,054.5 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$2,061.54 
JKK iShares Morningstar Small-Cap Growth ETF
+0.83%
+$3,082.04 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$7,112.25 
PRF Invesco FTSE RAFI US 1000 ETF
+0.81%
+$197,941.48 
IWD iShares Russell 1000 Value ETF
+0.8%
+$119,228.96 
IWM iShares Russell 2000 ETF
+0.8%
+$8,363.65 
DFAI Dimensional International Core Equity Market ETF
+0.8%
+$39,664.33 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.8%
+$13,373.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.8%
+$166,061.09 
CRM Salesforce Inc
+0.8%
+$4,560.6 
DISV Dimensional International Small Cap Equity Fund
+0.79%
+$4,670.57 
FDVV Fidelity High Dividend ETF
+0.79%
+$2,031.18 
FSMD Fidelity Small-Mid Multifactor ETF
+0.78%
+$5,892.35 
FDX FedEx Corporation
+0.78%
+$2,676.96 
MGV Vanguard Mega Cap Value ETF
+0.78%
+$197,834.61 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.78%
+$24,126.48 
DIHP Dimensional International High Profitability Portfolio
+0.77%
+$11,407.19 
AKRE Akre Focus ETF
+0.75%
+$2,352.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.75%
+$38,720.72 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.73%
+$7,178.49 
XYL Xylem Inc.
+0.72%
+$1,592.64 
BNY BlackRock New York Municipal Income Trust
+0.71%
+$3,446.38 
RTX RTX Corporation
+0.71%
+$6,761.19 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.7%
+$3,535.49 
VTV Vanguard Value ETF
+0.7%
+$115,269.2 
V Visa Inc. Class A
+0.7%
+$12,010.5 
VGK Vanguard FTSE Europe ETF
+0.68%
+$3,366.82 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.67%
+$17,893.26 
VYMI Vanguard International High Dividend Yield Index Fund
+0.66%
+$1,838.48 
LOW Lowe's Companies Inc.
+0.65%
+$5,623.94 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.62%
+$18,313.72 
TEI Templeton Emerging Markets Income Fund
+0.62%
+$680 
IWS iShares Russell Mid-Cap Value ETF
+0.6%
+$3,014.55 
ALNY Alnylam Pharmaceuticals Inc
+0.6%
+$1,696.8 
XMHQ Invesco S&P MidCap Quality ETF
+0.57%
+$5,676.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.56%
+$54,052.25 
MCD McDonald's Corporation
+0.56%
+$2,855.64 
PFFD Global X U.S. Preferred ETF
+0.56%
+$1,133.37 
EFG iShares MSCI EAFE Growth ETF
+0.55%
+$28,550.8 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$3,185.92 
IJH iShares Core S&P Mid-Cap ETF
+0.53%
+$26,878.4 
EZM WisdomTree U.S. MidCap Fund
+0.53%
+$31,524.95 
NFLX Netflix, Inc.
+0.52%
+$2,895.9 
PKW Invesco BuyBack Achievers ETF
+0.52%
+$15,394.97 
PEP PepsiCo, Inc.
+0.51%
+$2,882.3 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.51%
+$15,559.29 
ED Consolidated Edison, Inc.
+0.51%
+$4,211.9 
UPS United Parcel Service, Inc.
+0.51%
+$1,606.55 
PFE Pfizer Inc.
+0.51%
+$9,026.69 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.5%
+$1,222.08 
KMB Kimberly-Clark Corporation
+0.47%
+$1,430.4 
FE FirstEnergy Corp.
+0.47%
+$1,953.38 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.46%
+$9,523.93 
DUK Duke Energy Corporation
+0.45%
+$2,322.88 
YUM Yum! Brands, Inc.
+0.44%
+$889.44 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.44%
+$16,428.72 
ICE Intercontinental Exchange, Inc.
+0.43%
+$1,465.2 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.4%
+$3,855.88 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.38%
+$7,765.72 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$2,359.61 
VOE Vanguard Mid-Cap Value ETF
+0.36%
+$1,707.12 
IBBQ Invesco Nasdaq Biotechnology ETF
+0.36%
+$736.87 
EFX Equifax Inc.
+0.35%
+$713.4 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.35%
+$791.77 
F-PD Ford Motor Company 6.500% Notes
+0.34%
+$4,241.66 
XSHQ Invesco S&P SmallCap Quality ETF
+0.34%
+$28,337.6 
DTH WisdomTree International High Dividend Fund
+0.33%
+$5,550.37 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.33%
+$6,231.34 
EVTR Eaton Vance Total Return Fund
+0.33%
+$1,410.91 
PYLD PIMCO Multisector Bond Active ETF
+0.32%
+$36,252.75 
BAC Bank of America Corporation
+0.32%
+$7,178.22 
DFIV Dimensional International Value ETF
+0.31%
+$17,455.55 
AMGN Amgen Inc.
+0.31%
+$2,222.31 
IXUS iShares Core International Stock ETF
+0.3%
+$4,117.42 
VYM Vanguard High Dividend Yield ETF
+0.3%
+$1,380 
BRTR iShares Total Return Act ETF
+0.3%
+$5,231.39 
MBB iShares MBS ETF
+0.3%
+$736.68 
FALN iShares Fallen Angels USD Bond ETF
+0.29%
+$28,770.8 
JPM JPMorgan Chase & Co.
+0.29%
+$12,975.36 
IEF iShares 7-10 Year Treasury Bond ETF
+0.29%
+$2,293.38 
MTBA Simplify MBS ETF
+0.27%
+$15,200.33 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.27%
+$11,314.35 
CGCP Capital Group Core Plus Income ETF
+0.27%
+$552.19 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.27%
+$9,707.71 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.26%
+$612.75 
JMUB JPMorgan Municipal Bond ETF
+0.26%
+$7,667.27 
IGEB iShares Investment Grade Corporate Bond ETF
+0.26%
+$20,353.16 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.26%
+$5,427.63 
SYSB iShares Systematic Bond ETF
+0.25%
+$1,626.75 
FBND Fidelity Total Bond ETF
+0.25%
+$1,098.13 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.24%
+$1,433.12 
PG Procter & Gamble Co
+0.24%
+$1,210.68 
SPBO SPDR Portfolio Corporate Bond ETF
+0.24%
+$14,859.53 
BINC iShares Flexible Income Active ETF
+0.24%
+$37,645.5 
WFC Wells Fargo & Company
+0.24%
+$3,921.2 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.23%
+$6,824.3 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
+0.23%
+$1,927.81 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$874.65 
PHYL PGIM Active High Yield Bond ETF
+0.22%
+$9,207.1 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$10,972.8 
HYDB iShares High Yield Systematic Bond ETF
+0.21%
+$1,031.3 
VPLS Vanguard Core-Plus Bond ETF
+0.21%
+$1,082.22 
NUW Nuveen AMT-Free Municipal Value Fund
+0.21%
+$1,721.13 
MA Mastercard Incorporated
+0.21%
+$1,154.64 
MUB iShares National Muni Bond ETF
+0.2%
+$3,572.87 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.2%
+$4,108.55 
EWJV iShares MSCI Japan Value ETF
+0.2%
+$1,499.61 
USMV iShares MSCI USA Min Vol Factor ETF
+0.2%
+$447.83 
VTEB Vanguard Tax-Exempt Bond ETF
+0.19%
+$2,289.89 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.18%
+$465.05 
XSMO Invesco S&P SmallCap Momentum ETF
+0.18%
+$2,166.08 
DABS DoubleLine Asset-Backed Securities ETF
+0.18%
+$578.38 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.18%
+$541.84 
SCMB Schwab Municipal Bond ETF
+0.17%
+$439.15 
FDHY Fidelity Enhanced High Yield ETF
+0.17%
+$1,017.85 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.17%
+$754.65 
SO The Southern Company
+0.16%
+$1,461.75 
IJR iShares Core S&P Small-Cap ETF
+0.16%
+$6,223.27 
CL Colgate-Palmolive Company
+0.14%
+$593.06 
PID Invesco International Dividend Achievers ETF
+0.14%
+$1,340.08 
JPIE JPMorgan Income ETF
+0.14%
+$495.43 
SHYD VanEck Short High Yield Municipal Fund
+0.13%
+$1,773.18 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.12%
+$1,638.63 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.12%
+$2,807.21 
HYD VanEck High Yield Muni ETF
+0.11%
+$681.83 
AEP American Electric Power Company, Inc.
+0.11%
+$233.38 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.1%
+$334.29 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.05%
+$1,244.28 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.05%
+$449.62 
BSX Boston Scientific Corporation
+0.04%
+$155.8 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.04%
+$450.84 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$463.59 
PAAA PGIM AAA CLO ETF
+0.02%
+$313.87 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$27.09 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$21.78 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$638.28 
ETR Entergy Corporation
+0.01%
+$18.3 
NNY Nuveen New York Municipal Value Fund, Inc.
+0.01%
+$12.3 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$143.21 
AZN
0%
$0 
FHEQ
0%
$0 
JCI
0%
$0 
MMSD NYLI MacKay Muni Short Duration ETF
0%
$0 
MPA BlackRock MuniYield Pennsylvania Quality Fund
0%
$0 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
SAFE
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNOW
0%
$0 
VCRM
0%
$0 
VLO Valero Energy Corporation
-5.65%
-$17,400.51 
COP ConocoPhillips
-4.42%
-$11,099.99 
XOM Exxon Mobil Corporation
-4.23%
-$170,104.41 
PSX Phillips 66
-4.12%
-$17,812.62 
SHEL Shell plc
-3.92%
-$15,180.48 
ODFL Old Dominion Freight Line, Inc.
-3.91%
-$17,417.48 
EOG EOG Resources, Inc.
-3.69%
-$7,243.16 
CVX Chevron Corporation
-3.68%
-$37,013.08 
MRK Merck & Co., Inc.
-2.91%
-$42,955.9 
MO Altria Group, Inc.
-2.67%
-$12,635.52 
IMO Imperial Oil Limited
-2.49%
-$5,505.46 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-2.44%
-$43,325.52 
ABBV AbbVie Inc.
-2.29%
-$32,687.46 
EFV iShares MSCI EAFE Value ETF
-2.1%
-$50,707.54 
KO The Coca-Cola Company
-1.83%
-$10,586.61 
IBM International Business Machines Corporation
-1.8%
-$24,039.36 
UNP Union Pacific Corporation
-1.74%
-$7,457.5 
JNJ Johnson & Johnson
-1.7%
-$27,570.69 
BMY Bristol-Myers Squibb Company
-1.28%
-$3,035.34 
LMT Lockheed Martin Corporation
-1.27%
-$6,757.1 
IQV IQVIA Holdings Inc.
-1.23%
-$4,480.07 
IAT iShares U.S. Regional Banks ETF
-1.2%
-$3,644.13 
MATX Matson Inc.
-1.18%
-$4,780 
VZ Verizon Communications Inc.
-1.12%
-$9,812.88 
WM Waste Management, Inc.
-1.09%
-$2,546.4 
CI The Cigna Group
-1.09%
-$3,764.2 
DVY iShares Select Dividend ETF
-1.08%
-$6,501.6 
MRSH Marsh & McLennan Companies, Inc.
-1.08%
-$2,508.32 
TJX The TJX Companies, Inc.
-1.07%
-$15,778.8 
PNC The PNC Financial Services Group, Inc.
-1.06%
-$12,022.56 
SYK Stryker Corporation
-1.02%
-$6,499.92 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-1%
-$3,935.62 
ATMP iPath Select MLP ETN
-0.97%
-$6,957.27 
FITB Fifth Third Bancorp
-0.88%
-$4,781.28 
EPD Enterprise Products Partners L.P.
-0.85%
-$2,246.58 
MTB M&T Bank Corporation
-0.81%
-$3,893.4 
DGX Quest Diagnostics Inc.
-0.81%
-$9,042 
IQLT iShares MSCI International Quality Factor ETF
-0.74%
-$109,087.84 
IVLU iShares MSCI International Value Factor ETF
-0.73%
-$14,920.92 
MCK McKesson Corporation
-0.72%
-$2,666.27 
T AT&T Inc.
-0.7%
-$8,166.34 
WMT Walmart Inc.
-0.69%
-$12,752.51 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.67%
-$10,482.3 
IEFA iShares Core MSCI EAFE ETF
-0.63%
-$7,972.24 
EFA iShares MSCI EAFE ETF
-0.6%
-$6,876.41 
PM Philip Morris International Inc.
-0.59%
-$2,016.5 
RPV Invesco S&P 500 Pure Value ETF
-0.58%
-$12,639.62 
XLV Health Care Select Sector SPDR Fund
-0.58%
-$1,228.5 
ORLY O'Reilly Automotive Inc.
-0.57%
-$3,619.2 
CYTK Cytokinetics, Incorporated
-0.55%
-$1,514.92 
SYLD Cambria Shareholder Yield ETF
-0.53%
-$30,251.08 
SPG Simon Property Group, Inc.
-0.48%
-$1,798.78 
ICF iShares Cohen & Steers Realty Majors ETF
-0.47%
-$1,644.06 
LIN Linde plc
-0.37%
-$1,841.91 
LLY Eli Lilly and Company
-0.37%
-$11,405.08 
AVUV Avantis U.S. Small Cap Value ETF
-0.31%
-$1,985.88 
UL Unilever PLC Sponsored American Depositary Receipt
-0.3%
-$1,465.45 
CSCO Cisco Systems, Inc.
-0.28%
-$4,178.73 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
-0.28%
-$558.42 
NAN Nuveen New York Quality Municipal Income Fund
-0.26%
-$377.37 
COST Costco Wholesale Corporation
-0.25%
-$2,313.57 
CB Chubb Limited
-0.24%
-$921.6 
TMUS T-Mobile US, Inc.
-0.23%
-$1,060.88 
IJS iShares S&P Small-Cap 600 Value ETF
-0.22%
-$1,421.7 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.22%
-$5,973.19 
SCHD Schwab U.S. Dividend Equity ETF
-0.21%
-$1,776.04 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$1,296.32 
IPKW Invesco International Buyback Achievers ETF
-0.19%
-$15,484.29 
UNH UnitedHealth Group Incorporated
-0.18%
-$1,809 
NUV Nuveen Municipal Value Fund, Inc.
-0.17%
-$2,344.05 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.15%
-$1,978.13 
ABT Abbott Laboratories
-0.15%
-$610.87 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.14%
-$339.11 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.13%
-$2,042.43 
DIVB iShares Core Dividend ETF
-0.11%
-$7,179.69 
NXP Nuveen Select Tax-Free Income Portfolio
-0.1%
-$685.3 
BDX Becton, Dickinson and Company
-0.1%
-$223.86 
LYG Lloyds Banking Group Plc ADR
-0.09%
-$105.03 
GD General Dynamics Corporation
-0.06%
-$1,491.16 
NEE NextEra Energy, Inc.
-0.06%
-$821 
NAD Nuveen Quality Municipal Income Fund
-0.04%
-$615.86 
CLOI VanEck CLO ETF
-0.04%
-$654.9 
DHR Danaher Corporation
-0.02%
-$48.47 
CLOA iShares AAA CLO ETF
-0.01%
-$88.87 
MYN BlackRock MuniYield New York Quality Fund, Inc.
0%
-$37.85 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3597 | Longs Won 2786/3597 77% | Profit Factor 30.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,304.59 |
| Average Win $91,255.52 | Best Trade (Jun 15) $10.22M | Sharpe Ratio -3.62 |
| Average Loss -$10,120.56 | Worst Trade (Sep 30) -$216,836.84 | Z-Score 46.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $68,398.69 |
| 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 | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
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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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