Jeffrey McGrath Portfolio
Invests via Cetera Trust Company, N.A | Managed by Jeffrey McGrath
Invests via Cetera Trust Company, N.A
Managed by Jeffrey McGrath
Automatically Tracked
Jeffrey McGrath Profile
Veteran private markets investor and operating executive with a track record of sourcing and scaling middle-market businesses across technology and industrial sectors. Jeffrey McGrath brings experience in buyouts, growth equity and operational transformation, with a focus on driving EBITDA expansion, margin enhancement and strategic M&A. Known to take active board and management roles, he prioritizes value creation through commercial growth, cost optimization and talent development. Relevant to limited partners and acquirers assessing sponsor-driven operational upside.
Veteran private markets investor and operating executive with a track record of sourcing and scaling middle-market businesses across technology and industrial sectors. Jeffrey McGrath brings experience in buyouts, growth equity and operational transformation, with a focus on driving EBITDA expansion, margin enhancement and strategic M&A. Known to take active board and management roles, he prioritizes value creation through commercial growth, cost optimization and talent development. Relevant to limited partners and acquirers assessing sponsor-driven operational upside.
Investment Philosophy & Strategy
Focuses on hands‑on, operationally driven private markets investing in middle‑market technology and industrial companies, blending buyout and growth equity tactics to unlock EBITDA expansion. Prefers control or influential minority positions where active board engagement, commercial scale‑up, cost optimization and targeted M&A can accelerate margin improvement. Capital allocation emphasizes measurable operational KPIs, disciplined leverage, staged value‑creation milestones and a 3–7 year horizon to crystallize gains via strategic exits or sales to strategic acquirers.
Focuses on hands‑on, operationally driven private markets investing in middle‑market technology and industrial companies, blending buyout and growth equity tactics to unlock EBITDA expansion. Prefers control or influential minority positions where active board engagement, commercial scale‑up, cost optimization and targeted M&A can accelerate margin improvement. Capital allocation emphasizes measurable operational KPIs, disciplined leverage, staged value‑creation milestones and a 3–7 year horizon to crystallize gains via strategic exits or sales to strategic acquirers.
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:
2.75%
Gain
Monthly
0.09%
Yearly
1.07%
Drawdown
31.05%
$199.11M
Equity
Holdings
$199.11M
Investment
$132.32M
$71.17M
Profit -$200,616.5
Realized
$4.38M
Unrealized
$66.79M
Dividends
$6.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$200,616.5
Win %
73%
This Week
Compared To Last Week
Gain
0.05%
Profit
$107,213.47
Win %
73%
This Month
Compared to last month
Gain
0.13%
Profit
$250,624.8
Win %
73%
This Year
Compared to last year
Gain
13.61%
Profit
$23.85M
Win %
71%
ABT Abbott Laboratories
+11.19%
+$36,523.44 
INTU Intuit Inc.
+5.62%
+$974.95 
AVNT Avient Corporation
+5.33%
+$7,630.45 
AVAV AeroVironment Inc.
+5.16%
+$196.83 
MCK McKesson Corporation
+5.13%
+$246,271.75 
CWST Casella Waste Systems Inc.
+4.91%
+$16,161.49 
XPO XPO Inc.
+4.73%
+$338.8 
BAX Baxter International Inc.
+4.56%
+$680.74 
GIS General Mills, Inc.
+4.54%
+$993.72 
ACN Accenture plc Class A
+4.52%
+$272.36 
DG Dollar General Corporation
+4.4%
+$5,601.75 
BIIB Biogen Inc.
+4.31%
+$637.5 
BSX Boston Scientific Corporation
+4.21%
+$1,350.26 
SYK Stryker Corporation
+4.17%
+$660 
EPRT Essential Properties Realty Trust, Inc.
+4.1%
+$10,537 
ORLY O'Reilly Automotive Inc.
+4.05%
+$502.5 
ADUS Addus HomeCare Corporation
+3.89%
+$11,089.65 
UNP Union Pacific Corporation
+3.68%
+$11,861.98 
PATK Patrick Industries Inc.
+3.65%
+$185.4 
DEO Diageo plc Sponsored ADR
+3.63%
+$298.7 
MDT Medtronic plc
+3.6%
+$2,827.5 
PLD Prologis Inc.
+3.52%
+$11,867.5 
MRK Merck & Co., Inc.
+3.51%
+$30,614.36 
UPS United Parcel Service, Inc.
+3.46%
+$18,251.88 
CRM Salesforce Inc
+3.44%
+$50,948.24 
SOLV Solventum Corporation
+3.41%
+$6,266.49 
LAD Lithia Motors Inc.
+3.4%
+$169.05 
OTIS Otis Worldwide Corporation
+3.36%
+$363.75 
WTRG Essential Utilities Inc.
+3.35%
+$9,188.45 
AWK American Water Works Company, Inc.
+3.34%
+$646.5 
R Ryder System Inc.
+3.33%
+$361.62 
BNL Broadstone Net Lease Inc.
+3.28%
+$9,652.5 
ROP Roper Technologies Inc.
+3.26%
+$15,513.23 
HMC Honda Motor Co., Ltd.
+3.25%
+$9,384.85 
VLTO Veralto Corporation
+3.23%
+$758.52 
COR Cencora, Inc.
+3.19%
+$387.25 
ACIW ACI Worldwide, Inc.
+3.16%
+$10,773 
AX Axos Financial Inc.
+3.14%
+$16,952.08 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.13%
+$11,495.64 
UNH UnitedHealth Group Incorporated
+3.12%
+$59,723.2 
NSC Norfolk Southern Corporation
+3.09%
+$233.68 
WAY Waystar Holding Corp.
+3.06%
+$4,121.35 
ROST Ross Stores, Inc.
+3.06%
+$690.65 
STE STERIS plc
+3.04%
+$192.6 
KT KT Corporation
+3.03%
+$7,730.62 
FR First Industrial Realty Trust Inc.
+3.02%
+$9,193.8 
ABBV AbbVie Inc.
+3.01%
+$4,903.12 
HCA HCA Healthcare Inc.
+3%
+$35,997.72 
GMED Globus Medical Inc.
+2.99%
+$164.5 
O Realty Income Corporation
+2.98%
+$7,605.98 
MDLZ Mondelez International, Inc.
+2.96%
+$233.16 
RF Regions Financial Corporation
+2.95%
+$11,435.28 
IBM International Business Machines Corporation
+2.94%
+$6,412.76 
AJG Arthur J. Gallagher & Co.
+2.91%
+$244.8 
EXR Extra Space Storage Inc.
+2.88%
+$7,471.36 
CROX Crocs, Inc.
+2.87%
+$210.55 
STZ Constellation Brands, Inc.
+2.82%
+$928.75 
HAE Haemonetics Corporation
+2.8%
+$9,567.5 
CHTR Charter Communications Inc
+2.8%
+$11.02 
LOW Lowe's Companies Inc.
+2.79%
+$2,785.68 
CL Colgate-Palmolive Company
+2.75%
+$2,520 
TPR Tapestry Inc.
+2.75%
+$687.08 
VLO Valero Energy Corporation
+2.74%
+$481.8 
WY Weyerhaeuser Company
+2.74%
+$5,321.87 
ICUI Icu Medical Inc.
+2.71%
+$9,149.54 
PM Philip Morris International Inc.
+2.69%
+$350.28 
VZ Verizon Communications Inc.
+2.67%
+$226.71 
AMGN Amgen Inc.
+2.67%
+$86,410.58 
CMCSA Comcast Corp
+2.66%
+$12,065.62 
TMUS T-Mobile US, Inc.
+2.62%
+$56,601.58 
TJX The TJX Companies, Inc.
+2.62%
+$699.15 
MCD McDonald's Corporation
+2.59%
+$16,669.8 
T AT&T Inc.
+2.57%
+$225.5 
PEP PepsiCo, Inc.
+2.56%
+$6,477.12 
DGX Quest Diagnostics Inc.
+2.55%
+$154.5 
VICI Vici Properties Inc.
+2.55%
+$5,528.17 
ASO Academy Sports and Outdoors, Inc.
+2.53%
+$5,526.87 
WELL Welltower Inc.
+2.5%
+$11,581.8 
FNB F.N.B. Corporation
+2.49%
+$9,091.5 
REG Regency Centers Corporation
+2.49%
+$6,867.57 
MA Mastercard Incorporated
+2.46%
+$500.08 
FTV Fortive Corporation
+2.43%
+$313.11 
BXP Boston Properties, Inc.
+2.42%
+$5,636.25 
SAP SAP SE Sponsored ADR
+2.42%
+$9,500.4 
CXT Crane NXT Co.
+2.41%
+$6,758 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.39%
+$8,922.37 
KIM Kimco Realty Corporation
+2.37%
+$5,125.93 
KO The Coca-Cola Company
+2.33%
+$58,744.32 
AVB AvalonBay Communities, Inc.
+2.3%
+$5,293.75 
COST Costco Wholesale Corporation
+2.29%
+$20,444.29 
CUZ Cousins Properties Incorporated
+2.28%
+$5,598.45 
MPC Marathon Petroleum Corporation
+2.28%
+$935.02 
J Jacobs Solutions Inc.
+2.27%
+$94.24 
EMN Eastman Chemical Company
+2.27%
+$66.22 
URI United Rentals, Inc.
+2.24%
+$5,780.99 
UDR UDR Inc.
+2.24%
+$4,606.43 
PSA Public Storage Common Stock
+2.22%
+$4,987.12 
GSK GSK plc Sponsored ADR
+2.22%
+$8,943.3 
SPG Simon Property Group, Inc.
+2.22%
+$8,191.8 
WMT Walmart Inc.
+2.21%
+$100,384.35 
PFGC Performance Food Group Co.
+2.17%
+$9,302.4 
MAA Mid-America Apartment Communities, Inc.
+2.17%
+$4,604.6 
TRMB Trimble Inc.
+2.15%
+$4,251.06 
LH Labcorp Holdings Inc.
+2.1%
+$114.4 
PLNT Planet Fitness Inc.
+2.08%
+$3,227.87 
DOV Dover Corporation
+2.06%
+$218.25 
BYD Boyd Gaming Corporation
+2.04%
+$6,945.2 
DECK Deckers Outdoor Corporation
+2.04%
+$156.24 
AMH American Homes 4 Rent
+2.01%
+$3,439.12 
HD The Home Depot, Inc.
+1.99%
+$210.8 
ARE Alexandria Real Estate Equities, Inc.
+1.98%
+$1,616.37 
DOC Healthpeak Properties, Inc.
+1.98%
+$3,986.1 
TGT Target Corporation
+1.97%
+$6,264.16 
V Visa Inc. Class A
+1.96%
+$66,864.1 
VTR Ventas Inc.
+1.96%
+$7,743.45 
NXST Nexstar Media Group Inc.
+1.95%
+$5,942.8 
SUI Sun Communities Inc.
+1.93%
+$4,047 
DIS The Walt Disney Company
+1.92%
+$27,327.12 
MSFT Microsoft Corp.
+1.89%
+$98,663.19 
INVH Invitation Homes Inc.
+1.84%
+$2,656.5 
SDY SPDR S&P Dividend ETF
+1.84%
+$1,163.34 
UL Unilever PLC Sponsored American Depositary Receipt
+1.83%
+$6,671.25 
BPOP Popular Inc.
+1.79%
+$319.28 
ALNY Alnylam Pharmaceuticals Inc
+1.78%
+$79.51 
PG Procter & Gamble Co
+1.76%
+$5,636.78 
BMY Bristol-Myers Squibb Company
+1.74%
+$336.6 
PHM PulteGroup Inc.
+1.73%
+$21,367.99 
IYR iShares U.S. Real Estate ETF
+1.73%
+$538.5 
ICE Intercontinental Exchange, Inc.
+1.72%
+$1,080 
STWD Starwood Property Trust Inc.
+1.71%
+$3,264.68 
NTNX Nutanix, Inc.
+1.69%
+$172.28 
AIG American International Group Inc.
+1.69%
+$23,282.81 
USB U.S. Bancorp
+1.64%
+$1,351.36 
COLD Americold Realty Trust
+1.62%
+$2,110.12 
COF Capital One Financial Corporation
+1.61%
+$155.02 
HALO Halozyme Therapeutics Inc.
+1.59%
+$7,485.26 
MET MetLife Inc.
+1.54%
+$38,567.2 
SLM SLM Corporation
+1.51%
+$72.81 
CB Chubb Limited
+1.5%
+$10,403.75 
TM Toyota Motor Corporation
+1.42%
+$5,633.6 
CHDN Churchill Downs Incorporated
+1.41%
+$2,733.43 
CTVA Corteva Inc.
+1.4%
+$208.56 
AAPL Apple Inc.
+1.4%
+$181,362.15 
AFL Aflac Inc.
+1.38%
+$197.06 
VOYA Voya Financial Inc.
+1.37%
+$195.75 
RITM Rithm Capital Corp.
+1.35%
+$2,703.12 
L Loews Corporation
+1.34%
+$128.35 
SM SM Energy Company
+1.3%
+$559.65 
DE Deere & Company
+1.3%
+$2,376.16 
ECL Ecolab Inc.
+1.3%
+$13,836.42 
HIG The Hartford Insurance Group, Inc.
+1.29%
+$778.5 
PH Parker-Hannifin Corporation
+1.26%
+$180.6 
MTDR Matador Resources Company
+1.22%
+$2,892.8 
CWK Cushman & Wakefield Ltd.
+1.19%
+$2,955.15 
DHR Danaher Corporation
+1.19%
+$2,210.75 
BUD Anheuser-Busch InBev S.A. ADR
+1.19%
+$4,607.5 
ESS Essex Property Trust, Inc.
+1.18%
+$2,404.7 
QNTM Quantum BioPharma Ltd.
+1.18%
+$10 
RS Reliance Inc.
+1.16%
+$199.76 
WMS Advanced Drainage Systems, Inc.
+1.15%
+$4,524 
FDX FedEx Corporation
+1.15%
+$27,521.92 
MMM 3M Company
+1.15%
+$19,055.04 
AXS AXIS Capital Holdings Limited
+1.12%
+$3,915.53 
CVS CVS Health Corporation
+1.11%
+$20,877.74 
CVX Chevron Corporation
+1.11%
+$3,003.74 
PFE Pfizer Inc.
+1.11%
+$275 
MLM Martin Marietta Materials, Inc.
+1.07%
+$67.21 
LLY Eli Lilly and Company
+1.06%
+$25,565.75 
ED Consolidated Edison, Inc.
+1.05%
+$1,005.72 
CARR Carrier Global Corporation
+1.04%
+$214.5 
SNY Sanofi American Depositary Receipt
+1.03%
+$3,055.5 
KBR KBR Inc.
+1.03%
+$934.99 
NVS Novartis AG Sponsored ADR
+1.02%
+$5,178.84 
VRTX Vertex Pharmaceuticals Incorporated
+0.97%
+$96.81 
WFC Wells Fargo & Company
+0.97%
+$16,837.47 
APD Air Products and Chemicals, Inc.
+0.93%
+$349.44 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$282.15 
BX Blackstone Inc.
+0.92%
+$873.23 
KMI Kinder Morgan, Inc.
+0.9%
+$111.36 
XOM Exxon Mobil Corporation
+0.89%
+$3,370.24 
MICC The Magnum Ice Cream Company N.V.
+0.86%
+$7.84 
PHG Koninklijke Philips N.V.
+0.81%
+$2,813.14 
BBY Best Buy Co., Inc.
+0.81%
+$73.83 
SO The Southern Company
+0.8%
+$342 
AIZ Assurant Inc.
+0.75%
+$123 
GPS Gap Inc-The
+0.74%
+$34.95 
LPLA LPL Financial Holdings Inc.
+0.69%
+$169.43 
LEN Lennar Corporation
+0.68%
+$71.34 
EOG EOG Resources, Inc.
+0.66%
+$60.3 
COP ConocoPhillips
+0.64%
+$5,873.73 
ATO Atmos Energy Corporation
+0.62%
+$270 
ELF Elf Beauty Inc.
+0.61%
+$477.75 
FRPT Freshpet Inc.
+0.6%
+$1,155.75 
AXTA Axalta Coating Systems Ltd.
+0.59%
+$1,710.95 
AMP Ameriprise Financial, Inc.
+0.58%
+$3,218.25 
HON Honeywell International Inc.
+0.56%
+$6,655.7 
ALL Allstate Corporation
+0.54%
+$100.62 
AXP American Express Company
+0.51%
+$5,949.53 
DAL Delta Air Lines, Inc.
+0.48%
+$14,108.91 
D Dominion Energy, Inc.
+0.47%
+$67 
BRP BRP Inc.
+0.46%
+$1,210.5 
JNJ Johnson & Johnson
+0.46%
+$1,925.55 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$477.04 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$250 
SHEL Shell plc
+0.42%
+$1,589.4 
NFLX Netflix, Inc.
+0.41%
+$4,854.07 
TMHC Taylor Morrison Home Corporation
+0.4%
+$68.73 
LIN Linde plc
+0.4%
+$869.04 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$75 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$56.64 
PRF Invesco FTSE RAFI US 1000 ETF
+0.38%
+$205 
AMZN Amazon.com Inc
+0.37%
+$18,595.08 
FANG Diamondback Energy Inc
+0.36%
+$64.17 
GD General Dynamics Corporation
+0.32%
+$216.2 
LPRO Open Lending Corporation
+0.32%
+$1,860 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$7,391.51 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$531.37 
GOOG Alphabet Inc
+0.28%
+$8,608 
AVLV Avantis U.S. Large Cap Value ETF
+0.26%
+$48 
CR Crane NXT Co.
+0.23%
+$70.38 
HPQ HP Inc.
+0.23%
+$5.5 
WMB The Williams Companies, Inc.
+0.21%
+$350.56 
GOOGL Alphabet Inc
+0.21%
+$13,282.86 
AMT American Tower Corporation
+0.19%
+$395.2 
BAC Bank of America Corporation
+0.18%
+$7,055.73 
LGND Ligand Pharmaceuticals Inc.
+0.14%
+$1,196.93 
IWM iShares Russell 2000 ETF
+0.1%
+$227.85 
ARES Ares Management Corporation
+0.1%
+$16.25 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.1%
+$21.6 
DBRG DigitalBridge Group Inc.
+0.1%
+$212.25 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$531.18 
SCHW Charles Schwab Corporation
+0.08%
+$2,188.4 
EQT EQT Corporation
+0.05%
+$3.52 
PLTR Palantir Technologies Inc.
+0.01%
+$6 
EA Electronic Arts Inc.
+0.01%
+$1.75 
BLD TopBuild Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.31%
-$5,774.79 
MRVL Marvell Technology, Inc.
-8.6%
-$2,180.79 
COHR Coherent Corp.
-6.98%
-$99,958.7 
RGTI Rigetti Computing Inc
-6.26%
-$238.75 
MU Micron Technology, Inc.
-5.91%
-$4,651.02 
INTC Intel Corporation
-5.87%
-$6,050 
AMRC Ameresco Inc.
-5.57%
-$12,808.12 
AMD Advanced Micro Devices, Inc.
-5.4%
-$2,973.36 
GE General Electric Company
-5.37%
-$24,032.7 
MTZ MasTec, Inc. Common Stock
-5.33%
-$55,493.7 
FLEX Flex Ltd.
-5.33%
-$62,083 
MKSI MKS Instruments Inc.
-5.14%
-$53,004.9 
ALB Albemarle Corporation
-5%
-$12,230.4 
IBKR Interactive Brokers Group Inc.
-4.68%
-$911 
MS Morgan Stanley
-4.48%
-$38,914.92 
FSLR First Solar, Inc.
-4.47%
-$340.34 
MCHP Microchip Technology Incorporated
-4.42%
-$86,654.64 
HPE Hewlett Packard Enterprise Company
-4.35%
-$206 
LRCX Lam Research Corporation
-4.29%
-$529,344 
GS The Goldman Sachs Group, Inc.
-4.28%
-$1,231.75 
AVGO Broadcom Inc.
-4.2%
-$202,071.15 
ATI ATI Inc.
-4.19%
-$52,496.03 
ETN Eaton Corporation plc
-4.18%
-$9,884.25 
MPWR Monolithic Power Systems, Inc.
-4.13%
-$614.51 
CI The Cigna Group
-4.1%
-$4,892.2 
FROG JFrog Ltd
-4.02%
-$20,717.15 
NEM Newmont Corporation
-3.74%
-$67,223.48 
CW Curtiss-Wright Corporation
-3.63%
-$38,601.23 
NXPI NXP Semiconductors N.V.
-3.58%
-$20,550 
CSCO Cisco Systems, Inc.
-3.56%
-$13,130.58 
TXN Texas Instruments Inc
-3.54%
-$4,797 
Q Qnity Electronics Inc.
-3.48%
-$102.37 
CAT Caterpillar Inc.
-3.36%
-$11,033.86 
QCOM QUALCOMM Incorporated
-3.33%
-$4,740 
ELV Elevance Health, Inc.
-3.25%
-$48,234.69 
SOLS Sollensys Corp
-3.19%
-$486.25 
PWR Quanta Services Inc.
-3.19%
-$5,498.22 
SE Sea Ltd.
-3.09%
-$4,059.2 
CMI Cummins Inc.
-2.94%
-$509.86 
GEV GE Vernova Inc.
-2.68%
-$8,738.52 
ADI Analog Devices, Inc.
-2.68%
-$1,528.62 
CLFD Clearfield Inc.
-2.65%
-$3,188.25 
PLXS Plexus Corp.
-2.57%
-$3,261.7 
NVDA NVIDIA Corporation
-2.56%
-$6,101.76 
KLAC KLA Corporation
-2.54%
-$1,199.1 
AMAT Applied Materials, Inc.
-2.17%
-$12,564.82 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-1.98%
-$14,859 
SNX TD Synnex Corporation
-1.93%
-$12,992.7 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$1,196 
EVR Evercore Inc.
-1.85%
-$11,884.6 
NXT Nextracker Inc.
-1.83%
-$3,470.34 
TTE TotalEnergies SE
-1.82%
-$6,358.1 
META Meta Platforms Inc Class A
-1.71%
-$11,432.29 
CDNS Cadence Design Systems, Inc.
-1.69%
-$301.92 
EQIX Equinix, Inc.
-1.66%
-$5,671.55 
PUK Prudential plc ADR
-1.65%
-$3,957.6 
SBAC SBA Communications Corporation
-1.64%
-$2,195.05 
AVEM Avantis Emerging Markets Equity ETF
-1.58%
-$22,267.65 
DLR Digital Realty Trust, Inc.
-1.5%
-$4,857.6 
RAL Ralliant Corporation
-1.48%
-$44 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$4,442.73 
JCI Johnson Controls International plc
-1.46%
-$177.22 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$4,648.68 
TKR Timken Co.
-1.36%
-$146.3 
BKR Baker Hughes Company
-1.35%
-$18,574.16 
PANW Palo Alto Networks, Inc.
-1.35%
-$1,659.96 
ING ING Groep N.V. Sponsored ADR
-1.32%
-$7,669.2 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$6,296.48 
RTX RTX Corporation
-1.2%
-$42,539.88 
DD DuPont de Nemours, Inc.
-1.16%
-$70.58 
MGNI Magnite, Inc.
-1.14%
-$727.74 
RBC RBC Bearings Incorporated
-1.07%
-$94.65 
LHX L3Harris Technologies, Inc.
-1.04%
-$127.92 
GLNG Golar LNG Ltd.
-1.02%
-$3,603.43 
RCL Royal Caribbean Group
-1%
-$125.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$595 
AMG Affiliated Managers Group Inc.
-0.95%
-$5,719.6 
GM General Motors Company
-0.95%
-$26,702.16 
HAL Halliburton Company
-0.94%
-$65.01 
SLB Schlumberger Limited
-0.84%
-$356.8 
RRX Regal Rexnord Corporation
-0.83%
-$82.95 
AVDE Avantis International Equity ETF
-0.8%
-$21,341.83 
BKNG Booking Holdings Inc.
-0.77%
-$10,610.25 
NOW ServiceNow, Inc.
-0.73%
-$26.95 
CACI Caci International Inc.
-0.71%
-$3,002.72 
EFA iShares MSCI EAFE ETF
-0.69%
-$725 
SNPS Synopsys, Inc.
-0.69%
-$120.75 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$304.2 
TEL TE Connectivity plc
-0.62%
-$50.84 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.58%
-$268.84 
EVH Evolent Health Inc.
-0.51%
-$45 
YUM Yum! Brands, Inc.
-0.43%
-$300.95 
IQLT iShares MSCI International Quality Factor ETF
-0.42%
-$144.13 
HXL Hexcel Corporation
-0.42%
-$172 
H Hyatt Hotels Corporation
-0.41%
-$24.18 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$3,734.3 
AXON Axon Enterprise, Inc.
-0.37%
-$32.1 
NBIX Neurocrine Biosciences Inc.
-0.37%
-$1,541.59 
JPM JPMorgan Chase & Co.
-0.35%
-$19,634.52 
A Agilent Technologies Inc.
-0.3%
-$20 
IVV iShares Core S&P 500 ETF
-0.29%
-$1,601.6 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$3,747.09 
NEE NextEra Energy, Inc.
-0.28%
-$4,380 
BLK BlackRock, Inc.
-0.25%
-$7,996.35 
IRM Iron Mountain Inc.
-0.25%
-$1,001.92 
ITT Itt Inc.
-0.22%
-$18.92 
ETR Entergy Corporation
-0.22%
-$111.5 
NUE Nucor Corporation
-0.18%
-$210.7 
PGNY Progyny Inc.
-0.15%
-$205.45 
LYG Lloyds Banking Group Plc ADR
-0.08%
-$498.62 
NOC Northrop Grumman Corporation
-0.07%
-$7.11 
HST Host Hotels & Resorts Inc.
-0.05%
-$142.3 
GTLS Chart Industries Inc.
-0.01%
-$18.5 Events
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Dividends
Dividend Analysis
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| Trades 1536 | Longs Won 1043/1536 67% | Profit Factor 6.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,166.61 |
| Average Win $79,995.27 | Best Trade (Jul 10) $10.31M | Sharpe Ratio -11.37 |
| Average Loss -$24,877.68 | Worst Trade (Jul 13) -$1M | Z-Score 7.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $46,334.88 |
| 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 | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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