PAP
Penny A. Phillips Portfolio
Invests via Journey Strategic Wealth LLC | Managed by Penny A. Phillips, Michael C. Brown, Brian R. Flynn, Charles F. Britton
Invests via Journey Strategic Wealth LLC
Managed by Penny A. Phillips, Michael C. Brown, Brian R. Flynn, Charles F. Britton
Automatically Tracked
Penny A. Phillips Profile
Penny A. Phillips is a distinguished leader in the financial services industry, recognized for her innovative approach to advisory solutions and client engagement. With a background that spans significant roles at various prominent firms, she has established herself as an expert in optimizing client experiences and fostering growth within organizations. Her leadership emphasizes building strong relationships while navigating complex market dynamics. By leveraging her extensive expertise in wealth management and strategic initiatives, Penny plays a pivotal role in shaping organizational direction and driving impactful results across multiple sectors.
Penny A. Phillips is a distinguished leader in the financial services industry, recognized for her innovative approach to advisory solutions and client engagement. With a background that spans significant roles at various prominent firms, she has established herself as an expert in optimizing client experiences and fostering growth within organizations. Her leadership emphasizes building strong relationships while navigating complex market dynamics. By leveraging her extensive expertise in wealth management and strategic initiatives, Penny plays a pivotal role in shaping organizational direction and driving impactful results across multiple sectors.
Investment Philosophy & Strategy
Growth potential within evolving financial landscapes excites Penny A. Phillips, who prioritizes innovative advisory solutions tailored to unique client needs. Her multifaceted experience enables her to deftly assess emerging opportunities while fostering enduring relationships. With a keen understanding of market dynamics, she focuses on enhancing organizational efficacy through strategic initiatives that drive sustainable growth. The commitment to optimizing the client experience informs decision-making at every level, ensuring adaptability and responsiveness in a competitive environment.
Growth potential within evolving financial landscapes excites Penny A. Phillips, who prioritizes innovative advisory solutions tailored to unique client needs. Her multifaceted experience enables her to deftly assess emerging opportunities while fostering enduring relationships. With a keen understanding of market dynamics, she focuses on enhancing organizational efficacy through strategic initiatives that drive sustainable growth. The commitment to optimizing the client experience informs decision-making at every level, ensuring adaptability and responsiveness in a competitive environment.
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:
31.81%
Gain +0.86%
Monthly
0.49%
Yearly
6%
Drawdown
14.57%
$4.21B
Equity
Holdings
$4.21B
Investment
$2.97B
$1.26B
Profit +$42.59M
Realized
$20.54M
Unrealized
$1.24B
Dividends
$193.53M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.86%
Profit
$42.59M
Win %
69%
This Week
Compared To Last Week
Gain
0.25%
Profit
$10.58M
Win %
69%
This Month
Compared to last month
Gain
-0.1%
Profit
-$4.13M
Win %
69%
This Year
Compared to last year
Gain
11.06%
Profit
$419.16M
Win %
69%
SNDK SanDisk Corporation
+14.61%
+$670,091.19 
KLAC KLA Corporation
+13.07%
+$589,801.69 
LRCX Lam Research Corporation
+12.83%
+$337,876.88 
FORM FormFactor Inc.
+12.32%
+$59,677.14 
MRCY Mercury Systems Inc.
+11.97%
+$38,139.78 
AMAT Applied Materials, Inc.
+11.39%
+$604,305.26 
MU Micron Technology, Inc.
+11.38%
+$1.15M 
SATS EchoStar Corporation Class A Common Stock
+11.32%
+$45,357.46 
POWL Powell Industries Inc.
+10.67%
+$96,817.41 
AEIS Advanced Energy Industries Inc.
+10.48%
+$37,661.79 
ASML ASML Holding N.V. New York Registry Shares
+9.71%
+$67,674.69 
INTC Intel Corporation
+9.42%
+$364,180.32 
UAL United Airlines Holdings, Inc.
+9.4%
+$40,214.58 
MKSI MKS Instruments Inc.
+9.31%
+$189,946.94 
TER Teradyne, Inc.
+9.11%
+$55,408.32 
TNA Direxion Daily Small Cap Bull 3X Shares
+9.07%
+$56,600 
STRL Sterling Infrastructure, Inc.
+8.88%
+$72,662.04 
IDCC InterDigital, Inc.
+8.88%
+$16,566.9 
SITM SiTime Corporation
+8.67%
+$120,703.36 
NVTS Navitas Semiconductor Corporation
+8.66%
+$62,149.85 
SOXX iShares Semiconductor ETF
+8.41%
+$60,814.72 
ATI ATI Inc.
+8.18%
+$71,966.99 
CCL Carnival Corporation Ltd.
+8.14%
+$19,948.68 
JBLU JetBlue Airways Corporation
+8.13%
+$3,750.37 
AMD Advanced Micro Devices, Inc.
+8.09%
+$502,645.78 
CLSK CleanSpark, Inc.
+8.01%
+$42,062.79 
MPWR Monolithic Power Systems, Inc.
+8%
+$34,998.48 
EAT Brinker International Inc.
+7.99%
+$17,022.1 
WDC Western Digital Corporation
+7.82%
+$189,968 
CRS Carpenter Technology Corporation
+7.71%
+$31,054.1 
FIX Comfort Systems USA, Inc.
+7.38%
+$112,061.55 
KTOS Kratos Defense & Security Solutions, Inc.
+7.38%
+$15,977.75 
LSCC Lattice Semiconductor Corporation
+7.33%
+$46,453.3 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.32%
+$35,438.69 
MP MP Materials Corp.
+7.25%
+$17,592.5 
M Macy's Inc.
+7.23%
+$18,736.55 
RKT Rocket Companies, Inc. Class A
+7.18%
+$9,019.8 
RCL Royal Caribbean Group
+7.17%
+$30,292.44 
BAI iShares A.I. Innovation and Tech Active ETF
+7.15%
+$179,736.84 
PTF Invesco Dorsey Wright Technology ETF
+7.08%
+$25,372.5 
AMSC American Superconductor Corporation
+7.01%
+$68,104.26 
GDXJ VanEck Junior Gold Miners ETF
+6.92%
+$167,312.82 
JBL Jabil Inc.
+6.88%
+$26,553.76 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$88,877.82 
SANM Sanmina Corporation
+6.75%
+$28,953.12 
MTZ MasTec, Inc. Common Stock
+6.71%
+$28,342.74 
FCX Freeport-McMoRan Inc.
+6.6%
+$47,555.9 
XAR SPDR S&P Aerospace & Defense ETF
+6.58%
+$19,311.54 
FLR Fluor Corporation
+6.53%
+$17,157.42 
HON Honeywell International Inc.
+6.47%
+$58,421.52 
PSLV Sprott Physical Silver Trust
+6.46%
+$40,646.17 
QCOM QUALCOMM Incorporated
+6.42%
+$98,534.72 
TECK Teck Resources Ltd.
+6.29%
+$25,085.58 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.25%
+$11,326.56 
ANF Abercrombie & Fitch Co.
+6.24%
+$9,734.1 
PANW Palo Alto Networks, Inc.
+6.18%
+$141,923.21 
AVAV AeroVironment Inc.
+6.17%
+$9,372.65 
VRT Vertiv Holdings Co
+5.92%
+$25,111.3 
SMTC Semtech Corporation
+5.88%
+$46,081 
FDX FedEx Corporation
+5.87%
+$65,667.38 
BA Boeing Company
+5.81%
+$70,611.03 
DELL Dell Technologies Inc.
+5.8%
+$87,812.3 
CW Curtiss-Wright Corporation
+5.76%
+$18,938.07 
RUN Sunrun Inc.
+5.71%
+$32,912.68 
SLV iShares Silver Trust
+5.66%
+$95,739.6 
OC Owens Corning
+5.65%
+$15,301 
WWD Woodward Inc.
+5.64%
+$18,408.25 
WSM Williams-Sonoma, Inc.
+5.55%
+$13,167.54 
TXN Texas Instruments Inc
+5.51%
+$42,031.65 
WING Wingstop Inc.
+5.5%
+$7,061.22 
VST Vistra Corp
+5.46%
+$17,456.06 
AA Alcoa Corporation
+5.43%
+$18,099.04 
GDX VanEck Gold Miners ETF
+5.39%
+$22,431.28 
MIST Milestone Pharmaceuticals Inc.
+5.33%
+$1,300 
GD General Dynamics Corporation
+5.33%
+$49,967.48 
TOL Toll Brothers Inc
+5.28%
+$12,522.06 
SKYW SkyWest Inc.
+5.22%
+$11,997.2 
THC Tenet Healthcare Corporation
+5.19%
+$15,655.05 
GLW Corning Incorporated
+5.18%
+$27,154.08 
INSM Insmed Inc.
+5.15%
+$5,538.83 
ODFL Old Dominion Freight Line, Inc.
+5.12%
+$23,043.54 
NEM Newmont Corporation
+5.09%
+$29,901.2 
SAIA Saia, Inc.
+5.09%
+$20,716.4 
ETN Eaton Corporation plc
+5.08%
+$41,575.32 
PWR Quanta Services Inc.
+5.06%
+$37,848.06 
UPS United Parcel Service, Inc.
+5.05%
+$30,163.56 
ADI Analog Devices, Inc.
+5.04%
+$37,541.61 
AMGN Amgen Inc.
+4.97%
+$86,812.02 
SPXC Spx Technologies Inc.
+4.92%
+$20,637.62 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+4.84%
+$10,324.11 
KEYS Keysight Technologies, Inc.
+4.82%
+$25,234.37 
DHI D.R. Horton, Inc.
+4.8%
+$19,134.72 
LRMR Larimar Therapeutics Inc.
+4.8%
+$5,912.94 
RMBS Rambus Inc.
+4.78%
+$19,002.61 
BCS Barclays PLC Sponsored ADR
+4.78%
+$11,489.84 
GEV GE Vernova Inc.
+4.73%
+$114,253.78 
CAT Caterpillar Inc.
+4.73%
+$200,034.24 
MTUM iShares MSCI USA Momentum Factor ETF
+4.66%
+$1.15M 
PPG PPG Industries Inc.
+4.66%
+$18,236.42 
AMCR Amcor plc
+4.62%
+$8,504.83 
CEF Sprott Physical Gold and Silver Trust
+4.58%
+$9,349.9 
TSLA Tesla, Inc.
+4.58%
+$408,785.56 
HURA TuHURA Biosciences, Inc.
+4.57%
+$950.86 
NVT nVent Electric plc
+4.5%
+$31,953.56 
EME EMCOR Group, Inc.
+4.46%
+$18,630.96 
FTNT Fortinet Inc.
+4.43%
+$32,906.72 
LMT Lockheed Martin Corporation
+4.43%
+$38,411.97 
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$162,992.84 
IFF International Flavors & Fragrances Inc.
+4.41%
+$12,733.2 
NKE Nike, Inc. - Class B
+4.36%
+$9,871.83 
AVSE Avantis Responsible Emerging Markets Equity ETF
+4.33%
+$52,522.4 
ASPN Aspen Aerogels Inc.
+4.32%
+$5,911.9 
DY Dycom Industries Inc.
+4.31%
+$23,948.12 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.31%
+$34,198.4 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.28%
+$132,174.9 
BLD TopBuild Corp
+4.25%
+$13,551.3 
SHW The Sherwin-Williams Company
+4.24%
+$23,590.71 
LITE Lumentum Holdings Inc.
+4.22%
+$171,875.73 
COIN Coinbase Global, Inc.
+4.21%
+$11,286.11 
GE General Electric Company
+4.17%
+$107,621.12 
STLD Steel Dynamics Inc.
+4.15%
+$14,994.44 
CSL Carlisle Companies Inc.
+4.13%
+$8,566.75 
ROK Rockwell Automation, Inc.
+4.12%
+$13,278.3 
DG Dollar General Corporation
+4.08%
+$14,803.53 
MAS Masco Corporation
+4.08%
+$10,077.43 
PDP Invesco Dorsey Wright Momentum ETF
+4.01%
+$18,637.19 
EVR Evercore Inc.
+3.95%
+$27,222.8 
IBKR Interactive Brokers Group Inc.
+3.92%
+$24,076.45 
HII Huntington Ingalls Industries Inc.
+3.9%
+$13,005.84 
KNX Knight-Swift Transportation Holdings Inc.
+3.87%
+$12,808.04 
EFG iShares MSCI EAFE Growth ETF
+3.87%
+$165,910.14 
NVS Novartis AG Sponsored ADR
+3.86%
+$19,825.52 
HIMS Hims & Hers Health, Inc.
+3.85%
+$9,413.86 
RTX RTX Corporation
+3.83%
+$98,634 
GENI Genius Sports Ltd.
+3.82%
+$2,812.94 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$46,404.9 
RS Reliance Inc.
+3.76%
+$14,953.37 
MEC Mayville Engineering Company, Inc.
+3.69%
+$36,481.25 
SCHF Schwab International Equity ETF
+3.69%
+$10,052.91 
EMR Emerson Electric Co.
+3.66%
+$15,356.18 
CMI Cummins Inc.
+3.66%
+$15,700.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$88,072.79 
AVGO Broadcom Inc.
+3.64%
+$1.04M 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.64%
+$12,989.44 
VLUE iShares MSCI USA Value Factor ETF
+3.64%
+$63,180.81 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.62%
+$96,812.53 
SBUX Starbucks Corporation
+3.6%
+$29,609.6 
SNX TD Synnex Corporation
+3.59%
+$15,151.5 
RGLD Royal Gold Inc.
+3.58%
+$7,247.39 
GILD Gilead Sciences Inc.
+3.56%
+$44,070.74 
ALLE Allegion plc
+3.53%
+$7,481.07 
TGT Target Corporation
+3.51%
+$19,368.96 
DRI Darden Restaurants, Inc.
+3.51%
+$16,294.85 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$9,005.4 
AVT Avnet Inc.
+3.44%
+$26,368.04 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$201,526.38 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$24,261.66 
VGT Vanguard Information Technology ETF
+3.38%
+$30,947.2 
IYW iShares U.S. Technology ETF
+3.37%
+$66,045 
RPM RPM International Inc.
+3.35%
+$8,351.57 
PLTM GraniteShares Platinum Trust
+3.34%
+$11,395.5 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$11,529.06 
IQDG WisdomTree International Quality Dividend Growth Fund
+3.3%
+$162,257.64 
C Citigroup Inc.
+3.29%
+$57,451.93 
GS The Goldman Sachs Group, Inc.
+3.24%
+$90,549.12 
ANET Arista Networks, Inc.
+3.22%
+$36,687.92 
CROX Crocs, Inc.
+3.21%
+$9,301.89 
GLD SPDR Gold Shares
+3.21%
+$47,911.99 
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$662,599.89 
CRUS Cirrus Logic, Inc.
+3.17%
+$8,652.27 
PCAR PACCAR Inc.
+3.16%
+$22,543.2 
QQMG Invesco ESG Nasdaq 100 ETF
+3.15%
+$103,356.46 
VTRS Viatris Inc.
+3.14%
+$8,204.62 
EFA iShares MSCI EAFE ETF
+3.14%
+$11,376.82 
CENX Century Aluminum Company
+3.13%
+$11,608.75 
GLDM SPDR Gold MiniShares Trust
+3.13%
+$534,776.22 
JBHT J.B. Hunt Transport Services, Inc.
+3.13%
+$13,153.73 
SGOL abrdn Physical Gold Shares ETF
+3.12%
+$7,048.22 
FTRE Fortrea Holdings Inc.
+3.12%
+$5,584.5 
IAU iShares Gold Trust
+3.12%
+$6,756.3 
PHYS Sprott Physical Gold Trust
+3.12%
+$24,394.56 
JEF Jefferies Financial Group Inc.
+3.09%
+$12,420.81 
CYTK Cytokinetics, Incorporated
+3.09%
+$6,588.81 
VALE Vale S.A.
+3.01%
+$10,717.2 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$51,135.9 
IWM iShares Russell 2000 ETF
+3%
+$53,217.09 
BIIB Biogen Inc.
+3%
+$8,395.19 
UBS UBS Group AG
+2.97%
+$12,386.29 
BCC Boise Cascade Company
+2.96%
+$5,817.6 
QQQI Neos NASDAQ-100 High Income ETF
+2.95%
+$7,516.8 
AVDE Avantis International Equity ETF
+2.94%
+$648,062.97 
AVSD Avantis Responsible International Equity ETF
+2.94%
+$25,635.18 
OWL Blue Owl Capital Inc.
+2.9%
+$2,969.72 
ROST Ross Stores, Inc.
+2.9%
+$11,617.87 
EBAY eBay Inc.
+2.9%
+$21,789.35 
LHX L3Harris Technologies, Inc.
+2.89%
+$22,541.01 
TPR Tapestry Inc.
+2.87%
+$10,007.55 
PEB Pebblebrook Hotel Trust
+2.87%
+$8,034.84 
PH Parker-Hannifin Corporation
+2.83%
+$15,518.26 
NRG NRG Energy, Inc.
+2.8%
+$5,759.52 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.79%
+$17,540.39 
MS Morgan Stanley
+2.79%
+$47,548.8 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$10,409.45 
ECL Ecolab Inc.
+2.76%
+$14,009.86 
IWP iShares Russell Mid-Cap Growth ETF
+2.75%
+$9,881.17 
IBIT iShares Bitcoin Trust
+2.75%
+$5,156.95 
IVZ Invesco Ltd.
+2.75%
+$6,191.76 
VMC Vulcan Materials Company
+2.74%
+$7,345.35 
BITB Bitwise Bitcoin ETF
+2.72%
+$273,790.87 
UFPI UFP Industries, Inc.
+2.72%
+$8,012.38 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$7,930.22 
TXT Textron Inc.
+2.69%
+$5,938.44 
MAR Marriott International Inc. - Class A
+2.69%
+$18,549.04 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$4,539.37 
CCK Crown Holdings Inc.
+2.61%
+$5,503.97 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$23,802.35 
INCY Incyte Corporation
+2.6%
+$8,825.84 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.59%
+$8,716.95 
IBN ICICI Bank Limited Sponsored ADR
+2.58%
+$5,934.69 
TT Trane Technologies plc
+2.58%
+$13,074.1 
EXPE Expedia Group, Inc.
+2.56%
+$5,913.6 
OMC Omnicom Group Inc.
+2.56%
+$11,171.79 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$61,369.23 
NVR NVR, Inc.
+2.52%
+$26,864.23 
DDOG Datadog, Inc. Class A Common Stock
+2.51%
+$10,355.58 
DECK Deckers Outdoor Corporation
+2.51%
+$11,824.02 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+2.49%
+$58,308.2 
VB Vanguard Small-Cap ETF
+2.48%
+$12,267.76 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$704,535.78 
GPK Graphic Packaging Holding Company
+2.47%
+$4,120.03 
WTS Watts Water Technologies Inc.
+2.46%
+$7,447.87 
COF Capital One Financial Corporation
+2.45%
+$18,952.95 
COHR Coherent Corp.
+2.44%
+$91,355.2 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$552,897.51 
HD The Home Depot, Inc.
+2.42%
+$148,024.5 
JSTC Adasina Social Justice All Cap Global ETF
+2.42%
+$47,024.11 
APH Amphenol Corporation
+2.41%
+$15,566.4 
BMY Bristol-Myers Squibb Company
+2.41%
+$16,358.72 
CSCO Cisco Systems, Inc.
+2.4%
+$109,132.2 
WIT Wipro Limited American Depositary Receipt
+2.38%
+$675.05 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$48,650.07 
WAB Wabtec Corporation
+2.37%
+$6,347.53 
DFIV Dimensional International Value ETF
+2.37%
+$5,794.06 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+2.36%
+$9,845.77 
AVSU Avantis Responsible U.S. Equity ETF
+2.36%
+$26,421.86 
LYFT Lyft Inc.
+2.35%
+$8,715.74 
IFRA iShares U.S. Infrastructure
+2.35%
+$6,989.38 
LIVN LivaNova PLC
+2.34%
+$6,382.13 
CIEN Ciena Corporation
+2.33%
+$19,572.1 
NVDA NVIDIA Corporation
+2.33%
+$911,858.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.32%
+$28,232.16 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$11,193.38 
GVA Granite Construction Incorporated
+2.3%
+$9,672 
CFG Citizens Financial Group, Inc.
+2.29%
+$5,913.27 
PFE Pfizer Inc.
+2.29%
+$30,216.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.27%
+$18,738.33 
LLY Eli Lilly and Company
+2.27%
+$165,005.31 
LOW Lowe's Companies Inc.
+2.25%
+$26,997.3 
CVS CVS Health Corporation
+2.23%
+$14,539.01 
MLI Mueller Industries Inc.
+2.23%
+$7,292.4 
THO Thor Industries Inc.
+2.21%
+$3,380.85 
CSX CSX Corporation
+2.2%
+$9,488.04 
PATK Patrick Industries Inc.
+2.19%
+$3,783.77 
BCPC Balchem Corporation
+2.19%
+$6,106.5 
BCAT BlackRock Capital Allocation Trust
+2.18%
+$3,400 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$5,143.11 
RGEN Repligen Corporation
+2.17%
+$4,436.79 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.16%
+$6,650.82 
LII Lennox International Inc.
+2.12%
+$11,143.92 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.12%
+$95,389.25 
HBAN Huntington Bancshares Incorporated
+2.11%
+$5,457.77 
MEDP Medpace Holdings Inc.
+2.08%
+$9,146.81 
CVLC Calvert US Large Cap Core Responsible Index Fund
+2.06%
+$8,287.5 
AVY Avery Dennison Corporation
+2.06%
+$4,259.66 
ILMN Illumina, Inc.
+2.02%
+$7,777.56 
BMI Badger Meter Inc.
+2.02%
+$3,359.23 
BBY Best Buy Co., Inc.
+2%
+$4,862.2 
IWD iShares Russell 1000 Value ETF
+2%
+$21,165.01 
JQUA JPMorgan U.S. Quality Factor ETF
+1.98%
+$11,831.32 
TFC Truist Financial Corporation
+1.93%
+$8,275.2 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$239,544.97 
GM General Motors Company
+1.93%
+$18,936.81 
DIS The Walt Disney Company
+1.92%
+$44,704.94 
NYT New York Times Co.
+1.9%
+$8,087.02 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.9%
+$5,664.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$23,380.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$81,735.64 
PIPR Piper Sandler Companies
+1.88%
+$4,268.16 
VUG Vanguard Growth ETF
+1.88%
+$8,280.18 
VPV Invesco Pennsylvania Value Municipal Income Trust
+1.86%
+$4,200.84 
AME Ametek Inc.
+1.86%
+$7,733.24 
VRTX Vertex Pharmaceuticals Incorporated
+1.85%
+$11,628.88 
SNA Snap-on Inc.
+1.85%
+$14,643.98 
VO Vanguard Mid-Cap ETF
+1.85%
+$9,648.94 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$3,853.08 
BKNG Booking Holdings Inc.
+1.83%
+$13,399.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.83%
+$7,847.28 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+1.83%
+$8,700 
ATR AptarGroup, Inc.
+1.83%
+$3,634.82 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$21,992.56 
NOC Northrop Grumman Corporation
+1.8%
+$13,610.92 
HYPR Hyperfine Inc.
+1.79%
+$4,668.43 
IWB iShares Russell 1000 ETF
+1.78%
+$287,674.97 
ITW Illinois Tool Works Inc.
+1.77%
+$6,935.28 
IVV iShares Core S&P 500 ETF
+1.77%
+$7.03M 
VOO Vanguard S&P 500 ETF
+1.77%
+$460,531.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$41,038.78 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.75%
+$17,878.83 
WBS Webster Financial Corporation
+1.75%
+$8,546.58 
QUAL iShares MSCI USA Quality Factor ETF
+1.75%
+$385,784.35 
AXP American Express Company
+1.74%
+$98,607.6 
SUSA iShares MSCI USA ESG Select ETF
+1.73%
+$4,266.77 
TM Toyota Motor Corporation
+1.73%
+$3,180.87 
CEG Constellation Energy Corporation
+1.72%
+$6,092.37 
ISPY ProShares S&P High Income ETF
+1.72%
+$35,286.11 
JHML John Hancock Multifactor Large Cap ETF
+1.72%
+$37,090.7 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$13,475.14 
ESGU iShares ESG Aware MSCI USA ETF
+1.71%
+$53,809.76 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$9.07M 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+1.7%
+$317,972.52 
SFBS ServisFirst Bancshares Inc.
+1.7%
+$3,822.96 
EXEL Exelixis Inc.
+1.69%
+$6,569.98 
VTV Vanguard Value ETF
+1.69%
+$4,176.91 
DRH DiamondRock Hospitality Company
+1.68%
+$3,124.87 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$46,392 
BX Blackstone Inc.
+1.66%
+$10,261.73 
XYL Xylem Inc.
+1.66%
+$9,162.55 
LECO Lincoln Electric Holdings, Inc.
+1.66%
+$3,921.84 
VNO Vornado Realty Trust
+1.65%
+$4,543.56 
HST Host Hotels & Resorts Inc.
+1.63%
+$4,867.98 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.62%
+$3,940.87 
NGG National Grid plc Sponsored ADR
+1.62%
+$5,293.08 
DSI iShares MSCI KLD 400 Social ETF
+1.62%
+$5,916.05 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$28,980.7 
EWBC East West Bancorp Inc.
+1.6%
+$4,292.71 
RAAX VanEck Real Assets ETF
+1.58%
+$13,094.37 
OEF iShares S&P 100 ETF
+1.57%
+$6,120.17 
COLB Columbia Banking System, Inc.
+1.57%
+$3,928.25 
PLMR Palomar Holdings Inc.
+1.57%
+$3,450.6 
SPYI NEOS S&P 500 High Income ETF
+1.56%
+$5,054.4 
AMZN Amazon.com Inc
+1.54%
+$336,167.34 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+1.53%
+$21,018.8 
IWY iShares Russell Top 200 Growth ETF
+1.53%
+$134,456.7 
JPM JPMorgan Chase & Co.
+1.53%
+$166,982.84 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.51%
+$7,082.82 
BF-A Brown-Forman Corporation
+1.49%
+$15,344.8 
LRGE ClearBridge Large Cap Growth ESG ETF
+1.47%
+$5,158.91 
MRK Merck & Co., Inc.
+1.45%
+$53,211.46 
DE Deere & Company
+1.42%
+$19,466.49 
SNY Sanofi American Depositary Receipt
+1.4%
+$3,713.07 
USB U.S. Bancorp
+1.4%
+$7,476.98 
SYY Sysco Corporation
+1.37%
+$8,348.4 
CUT Invesco MSCI Global Timber ETF
+1.35%
+$2,745.63 
USFD US Foods Holding Corp
+1.32%
+$5,263.98 
JXN Jackson Financial Inc.
+1.32%
+$4,224.36 
ACM Aecom
+1.31%
+$2,044.8 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$4,312.06 
LAMR Lamar Advertising Company
+1.27%
+$4,421.74 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$300,987.36 
LIN Linde plc
+1.27%
+$18,711.24 
YUM Yum! Brands, Inc.
+1.27%
+$5,137.91 
UBER Uber Technologies, Inc.
+1.25%
+$7,555.1 
GL Globe Life Inc.
+1.24%
+$4,086.46 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.24%
+$78,288.96 
ABNB Airbnb, Inc.
+1.24%
+$4,481.57 
BMO Bank of Montreal
+1.24%
+$17,512.81 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$3,111.87 
VGLT Vanguard Long-Term Treasury Fund
+1.22%
+$5,803.38 
PRU Prudential Financial, Inc.
+1.21%
+$12,359.85 
AAPL Apple Inc.
+1.19%
+$3.02M 
PYPL PayPal Holdings Inc
+1.18%
+$3,011.04 
GEHC GE HealthCare Technologies Inc.
+1.15%
+$7,450.69 
CACI Caci International Inc.
+1.15%
+$3,185.99 
EIX Edison International
+1.15%
+$4,561.66 
HEGD Swan Hedged Equity US Large Cap Fund
+1.15%
+$2,649.3 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$3,191.62 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$14,211.7 
PLD Prologis Inc.
+1.12%
+$10,363.16 
URI United Rentals, Inc.
+1.12%
+$10,323.74 
IVE ISHARES S&P 500 VALUE ETF
+1.12%
+$16,506.07 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.1%
+$343,518.78 
NEOG Neogen Corporation
+1.09%
+$1,407.5 
NBIX Neurocrine Biosciences Inc.
+1.09%
+$3,309.25 
OUT OUTFRONT Media Inc.
+1.09%
+$3,777.51 
ITGR Integer Holdings Corporation
+1.07%
+$2,800.84 
MMS Maximus Inc.
+1.06%
+$1,973.4 
CFFN Capitol Federal Financial, Inc.
+1.05%
+$1,328.21 
MNST Monster Beverage Corporation
+1.05%
+$7,524.48 
IBM International Business Machines Corporation
+1.05%
+$54,860.71 
FN Fabrinet
+1.04%
+$5,973.56 
SF Stifel Financial Corp.
+1.02%
+$3,564 
HWC Hancock Whitney Corporation
+1.02%
+$2,894.4 
INDI Indie Semiconductor, Inc.
+1.01%
+$3,400 
BAC Bank of America Corporation
+1.01%
+$28,292 
XLC Communication Services Select Sector SPDR Fund
+1%
+$3,281.15 
SUPN Supernus Pharmaceuticals Inc.
+1%
+$2,002.95 
HLT Hilton Worldwide Holdings Inc.
+0.99%
+$4,683.84 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$3,514.32 
FAPR FT Vest U.S. Equity Buffer ETF
+0.97%
+$2,099.51 
FBP First BanCorp Puerto Rico
+0.97%
+$2,698.08 
DLR Digital Realty Trust, Inc.
+0.97%
+$2,499 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.96%
+$5,604.69 
IXP iShares Global Comm Services ETF
+0.95%
+$25,417.12 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$9,457.2 
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs
+0.94%
+$1,320 
MMM 3M Company
+0.94%
+$8,143.74 
HCA HCA Healthcare Inc.
+0.93%
+$4,482.24 
MCD McDonald's Corporation
+0.93%
+$30,587.02 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$2,568.07 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$11,523.02 
BUFQ FT Nasdaq Buffer ETF July.
+0.91%
+$3,981.95 
BEEZ Honeytree U.S. Equity ETF
+0.91%
+$20,861.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$9,786.92 
BUFR FT Vestladder Buffer ETF-USD I
+0.89%
+$5,930.88 
OTIS Otis Worldwide Corporation
+0.89%
+$1,889.14 
SLB Schlumberger Limited
+0.86%
+$7,006.56 
NULV Nuveen ESG Large-Cap Value ETF
+0.86%
+$12,679.84 
PBR Petrobras S.A. Sponsored ADR
+0.86%
+$13,370.61 
HOMB Home BancShares Inc.
+0.85%
+$1,694.82 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.85%
+$2,333.12 
CPAY Corpay, Inc.
+0.82%
+$7,789.21 
FFEB FT Vest US Equity Buffer ETF
+0.82%
+$8,223.39 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$8,132.5 
CTA-PA EIDP, Inc.
+0.81%
+$2,536.14 
FNOV FT Vest US Equity Buffer ETF
+0.81%
+$3,515.9 
CG The Carlyle Group Inc.
+0.81%
+$6,355.56 
NAD Nuveen Quality Municipal Income Fund
+0.8%
+$2,570.13 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$11,072.95 
COWZ Pacer US Cash Cows 100 ETF
+0.79%
+$6,899 
CAG Conagra Brands Inc.
+0.79%
+$1,212.12 
BF-B Brown-Forman Corporation
+0.77%
+$12,529.19 
RNR Renaissancere Holdings Ltd.
+0.77%
+$3,162.11 
GOOG Alphabet Inc
+0.76%
+$118,615.11 
FAST Fastenal Co.
+0.76%
+$4,631.56 
RGA Reinsurance Group of America, Inc.
+0.76%
+$2,166.89 
GUG Guggenheim Active Allocation Fund
+0.74%
+$3,352.68 
SKT Tanger Factory Outlet Centers, Inc.
+0.73%
+$1,953.44 
BKR Baker Hughes Company
+0.73%
+$3,783.96 
XLF Financial Select Sector SPDR Fund
+0.72%
+$2,730.75 
PLTR Palantir Technologies Inc.
+0.71%
+$15,569.89 
OGN Organon & Co.
+0.71%
+$1,432.69 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$1,859.22 
MGM MGM Resorts International
+0.7%
+$3,051.51 
BLK BlackRock, Inc.
+0.7%
+$7,305.22 
SPG Simon Property Group, Inc.
+0.69%
+$4,021.13 
LNC Lincoln National Corporation
+0.69%
+$2,002 
WTFC Wintrust Financial Corporation
+0.66%
+$2,550 
IGEB iShares Investment Grade Corporate Bond ETF
+0.66%
+$2,384.19 
FALN iShares Fallen Angels USD Bond ETF
+0.65%
+$2,942.65 
JHMB John Hancock Mortgage-Backed Securities ETF
+0.64%
+$72,267.58 
DVY iShares Select Dividend ETF
+0.64%
+$3,373.01 
MKL Markel Group Inc.
+0.63%
+$1,505.85 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.63%
+$2,297.32 
AJG Arthur J. Gallagher & Co.
+0.63%
+$1,741.56 
UTHR United Therapeutics Corporation
+0.63%
+$3,718.29 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.62%
+$2,136.77 
FE FirstEnergy Corp.
+0.61%
+$2,902.44 
PGX Invesco Preferred ETF
+0.6%
+$2,220.27 
BNDX Vanguard Total International Bond ETF
+0.59%
+$7,619.48 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.59%
+$3,466.55 
ZYME Zymeworks Inc.
+0.59%
+$3,921.75 
DNOV FT Vest US Equity Deep Buffer Fund
+0.58%
+$5,763.92 
FJUL FT Vest US Equity Buffer ETF
+0.58%
+$2,565.75 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$2,461.32 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$4,231.34 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$2,274.36 
UNP Union Pacific Corporation
+0.56%
+$11,513.76 
BTI British American Tobacco p.l.c. ADR
+0.56%
+$3,194.3 
HYDB iShares High Yield Systematic Bond ETF
+0.55%
+$1,855.38 
TTWO Take-Two Interactive Software, Inc.
+0.54%
+$1,621.07 
TSQ Townsquare Media Inc.
+0.54%
+$658 
GTO Invesco Total Return Bond ETF
+0.53%
+$88,844.6 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$4,109.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$21,105.74 
PCG PG&E Corporation
+0.51%
+$1,969.96 
ABT Abbott Laboratories
+0.49%
+$4,726.92 
MTD Mettler-Toledo International Inc.
+0.48%
+$869 
WFC Wells Fargo & Company
+0.48%
+$9,931.09 
EQIX Equinix, Inc.
+0.47%
+$2,916.56 
NSC Norfolk Southern Corporation
+0.47%
+$1,523.96 
WDI Western Asset Diversified Income Fund
+0.46%
+$1,680 
VLTO Veralto Corporation
+0.44%
+$800.28 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$257.29 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.43%
+$5,266.62 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.42%
+$35,339.94 
DSL DoubleLine Income Solutions Fund
+0.42%
+$1,755 
VZ Verizon Communications Inc.
+0.41%
+$7,813.56 
HUBB Hubbell Inc.
+0.37%
+$990.5 
ADT ADT Inc.
+0.37%
+$325.52 
TMUS T-Mobile US, Inc.
+0.36%
+$959.44 
ABCB Ameris Bancorp
+0.36%
+$1,302.31 
TIP iShares TIPS Bond ETF
+0.35%
+$827.37 
GOOGL Alphabet Inc
+0.35%
+$75,412.5 
TCBI Texas Capital Bancshares Inc.
+0.35%
+$842.45 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$2,137.49 
VVR Invesco Senior Income Trust
+0.33%
+$132.52 
DMO Western Asset Mortgage Defined Opportunity Fund
+0.33%
+$467.25 
TMHC Taylor Morrison Home Corporation
+0.32%
+$1,152.53 
BINC iShares Flexible Income Active ETF
+0.32%
+$1,092.8 
SLG SL Green Realty Corp.
+0.3%
+$681.54 
MPT Medical Properties Trust, Inc.
+0.3%
+$155.28 
FOX Fox Corporation Class B Common Stock
+0.29%
+$790.74 
HR Healthcare Realty Trust Incorporated
+0.29%
+$1,701.18 
MDGL Madrigal Pharmaceuticals, Inc.
+0.29%
+$17,447.44 
ISRG Intuitive Surgical, Inc.
+0.28%
+$3,073.47 
MTCH Match Group, Inc.
+0.28%
+$704.33 
IDXX IDEXX Laboratories, Inc.
+0.28%
+$798.66 
JPIE JPMorgan Income ETF
+0.27%
+$24,039.87 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.27%
+$1,497.54 
JHG Janus Henderson Group plc
+0.26%
+$583.87 
TDS Telephone and Data Systems, Inc.
+0.25%
+$603.4 
FCNCA First Citizens BancShares, Inc.
+0.25%
+$889.08 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$504.45 
HTAB Hartford Schroders Tax-Aware Bond ETF
+0.23%
+$1,311.39 
MUB iShares National Muni Bond ETF
+0.23%
+$5,822 
FNF Fidelity National Financial, Inc.
+0.23%
+$1,753.95 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.22%
+$261.3 
MPA BlackRock MuniYield Pennsylvania Quality Fund
+0.22%
+$270.82 
TRV The Travelers Companies, Inc.
+0.21%
+$1,264.66 
KVUE Kenvue Inc.
+0.19%
+$442.97 
AIG American International Group Inc.
+0.19%
+$417.76 
XEL Xcel Energy Inc.
+0.19%
+$465.89 
PCQ PIMCO California Municipal Income Fund
+0.17%
+$255 
HEDG Equable Shares Hedged Equity ETF
+0.17%
+$41,412.71 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.17%
+$353.87 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$1,773.44 
DCRE DoubleLine Commercial Real Estate ETF
+0.15%
+$720 
WST West Pharmaceutical Services, Inc.
+0.15%
+$438.99 
PECO Phillips Edison & Company, Inc.
+0.14%
+$681 
FMB First Trust Managed Municipal Fund
+0.14%
+$9,875.11 
D Dominion Energy, Inc.
+0.14%
+$611.82 
HAL Halliburton Company
+0.13%
+$408.25 
MMIT NYLI MacKay Muni Intermediate ETF
+0.12%
+$4,160.16 
DLY DoubleLine Yield Opportunities Fund
+0.11%
+$1,995.91 
SCI Service Corporation International
+0.11%
+$298.32 
LDOS Leidos Holdings Inc.
+0.1%
+$243.24 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$1,830.32 
GIS General Mills, Inc.
+0.09%
+$221.13 
IDA Idacorp Inc.
+0.09%
+$555.29 
CRWV CoreWeave, Inc.
+0.08%
+$692.16 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.08%
+$226.1 
KKR KKR & Co. Inc.
+0.08%
+$408.82 
GTLS Chart Industries Inc.
+0.07%
+$555.9 
ENB Enbridge Inc.
+0.07%
+$182.16 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$280.28 
PML PIMCO Municipal Income Fund II
+0.07%
+$91.72 
JLL Jones Lang LaSalle Inc.
+0.06%
+$117.04 
ABBV AbbVie Inc.
+0.06%
+$3,231.06 
MDT Medtronic plc
+0.05%
+$403.2 
KMB Kimberly-Clark Corporation
+0.05%
+$190.5 
EVRG Evergy Inc.
+0.05%
+$130.8 
STE STERIS plc
+0.05%
+$164.98 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$847.25 
JNJ Johnson & Johnson
+0.05%
+$775,753.09 
IYR iShares U.S. Real Estate ETF
+0.04%
+$107.64 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$84.86 
CMF iShares California Muni Bond ETF
+0.04%
+$836.86 
CASY Casey's General Stores Inc.
+0.03%
+$144.26 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$10,663.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.01%
+$87.95 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$21.62 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$31.54 
ABC AmerisourceBergen Corporation
0%
$0 
AINP
0%
$0 
AL Air Lease Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
ARWR
0%
$0 
AZN
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CADE
0%
$0 
CMA Comerica Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
FYBR Frontier Communications Parent, Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
JCI
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SNOW
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
XPO
0%
$0 
ORCL Oracle Corporation
-8.32%
-$282,755.17 
ADSK Autodesk, Inc.
-7.03%
-$27,259.15 
ADBE Adobe Inc.
-6.23%
-$44,926.76 
PTEN Patterson-UTI Energy Inc.
-4.74%
-$6,110.4 
DVN Devon Energy Corporation
-4.18%
-$18,242.25 
AR Antero Resources Corporation
-4.05%
-$12,126.44 
SAP SAP SE Sponsored ADR
-3.99%
-$11,169.55 
IT Gartner Inc.
-3.96%
-$5,931.24 
COP ConocoPhillips
-3.69%
-$31,740.95 
HRB H&R Block Inc.
-3.6%
-$16,708.46 
MANH Manhattan Associates Inc.
-3.47%
-$11,818.78 
APA APA Corporation
-3.18%
-$11,052.14 
PCOR Procore Technologies Inc.
-3.01%
-$7,245.61 
APP AppLovin Corporation Class A Common Stock
-2.9%
-$15,939.6 
RRC Range Resources Corporation
-2.89%
-$8,220.75 
FICO Fair Isaac Corporation
-2.83%
-$20,470.37 
CNC Centene Corporation
-2.8%
-$25,973.19 
NOW ServiceNow, Inc.
-2.77%
-$21,141.53 
SPGI S&P Global Inc.
-2.75%
-$25,211.63 
XOM Exxon Mobil Corporation
-2.71%
-$166,435.15 
OXY Occidental Petroleum Corporation
-2.69%
-$8,602.13 
EOG EOG Resources, Inc.
-2.63%
-$9,446.4 
FANG Diamondback Energy Inc
-2.6%
-$9,106.02 
INTU Intuit Inc.
-2.58%
-$12,614.93 
MOH Molina Healthcare Inc.
-2.55%
-$6,824.16 
ENSG The Ensign Group, Inc.
-2.45%
-$7,750.19 
TEAM Atlassian Corporation Class A
-2.41%
-$4,203.42 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$6,631.38 
WM Waste Management, Inc.
-2.38%
-$24,539.32 
MO Altria Group, Inc.
-2.37%
-$24,302.15 
TYL Tyler Technologies Inc.
-2.32%
-$3,931.2 
SR Spire Inc.
-2.29%
-$4,701.2 
ADP Automatic Data Processing Inc.
-2.22%
-$15,671.89 
CTRE CareTrust REIT Inc.
-2.16%
-$4,685.44 
BSX Boston Scientific Corporation
-2.15%
-$7,700.16 
CRM Salesforce Inc
-2.14%
-$21,513.48 
CVX Chevron Corporation
-2.08%
-$110,044.2 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
-2.06%
-$2,157.86 
MSCI MSCI Inc.
-2.05%
-$7,700.29 
CBOE Cboe Global Markets Inc.
-2.02%
-$8,898.6 
FCN Fti Consulting Inc.
-2.01%
-$5,700.94 
WCN Waste Connections Inc.
-1.97%
-$5,959.72 
XLE Energy Select Sector SPDR Fund
-1.97%
-$44,777.51 
MCO Moody's Corporation
-1.96%
-$7,655.89 
PSX Phillips 66
-1.95%
-$9,809.01 
COKE Coca-Cola Consolidated Inc.
-1.94%
-$7,588.7 
A Agilent Technologies Inc.
-1.85%
-$4,084.56 
RSG Republic Services, Inc.
-1.84%
-$7,655.78 
MSFT Microsoft Corp.
-1.81%
-$786,160.7 
AWK American Water Works Company, Inc.
-1.79%
-$4,176.8 
IYE iShares U.S. Energy ETF
-1.79%
-$13,497.58 
PAYX Paychex Inc.
-1.71%
-$19,661.43 
SUN Sunoco L.P.
-1.69%
-$10,831.38 
TFX Teleflex Incorporated
-1.63%
-$3,743.13 
ACN Accenture plc Class A
-1.58%
-$16,305.3 
SBRA Sabra Health Care REIT, Inc.
-1.57%
-$4,078.08 
EXE Expand Energy Corporation
-1.56%
-$2,540.58 
ZM Zoom Video Communications, Inc.
-1.52%
-$3,899.61 
EXLS ExlService Holdings Inc.
-1.52%
-$2,636.48 
FIS Fidelity National Information Services, Inc.
-1.51%
-$8,521.96 
KMI Kinder Morgan, Inc.
-1.51%
-$8,364.96 
CBRE CBRE Group Inc.
-1.48%
-$3,791.7 
AMT American Tower Corporation
-1.48%
-$9,738.36 
OKE ONEOK, Inc.
-1.46%
-$5,406.72 
JKHY Jack Henry & Associates, Inc.
-1.37%
-$2,957.78 
VLO Valero Energy Corporation
-1.36%
-$13,976.78 
ROL Rollins, Inc.
-1.34%
-$4,302.72 
INGR Ingredion Inc.
-1.34%
-$3,008.52 
KDP Keurig Dr Pepper Inc.
-1.32%
-$4,452 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$21,663.81 
EPD Enterprise Products Partners L.P.
-1.31%
-$4,965.35 
DHR Danaher Corporation
-1.3%
-$14,696.5 
MDLZ Mondelez International, Inc.
-1.28%
-$6,928.18 
WTRG Essential Utilities Inc.
-1.28%
-$2,544.96 
PLUG Plug Power Inc.
-1.22%
-$4,528.51 
PSJ Invesco Dynamic Software ETF
-1.21%
-$422,629.6 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.21%
-$4,228.07 
SPSC SPS Commerce Inc.
-1.2%
-$1,516.21 
KO The Coca-Cola Company
-1.16%
-$22,907.52 
MPC Marathon Petroleum Corporation
-1.13%
-$28,623.17 
V Visa Inc. Class A
-1.13%
-$63,790.88 
GNW Genworth Financial Inc.
-1.06%
-$1,120.14 
WTW Willis Towers Watson Public Limited Company
-1.05%
-$2,806.92 
PM Philip Morris International Inc.
-1.04%
-$44,078.98 
ICE Intercontinental Exchange, Inc.
-1.04%
-$3,141.34 
CPRT Copart Inc.
-1%
-$2,748.37 
AVB AvalonBay Communities, Inc.
-1%
-$2,126.1 
TSN Tyson Foods Inc.
-1%
-$1,956.08 
PGR Progressive Corporation
-0.97%
-$9,543.6 
NFLX Netflix, Inc.
-0.96%
-$20,677.46 
IQV IQVIA Holdings Inc.
-0.95%
-$1,603.71 
POR Portland General Electric Co.
-0.95%
-$2,412 
LNG Cheniere Energy Inc.
-0.94%
-$3,361.87 
SNPS Synopsys, Inc.
-0.94%
-$3,685.06 
SYK Stryker Corporation
-0.93%
-$2,227.12 
WES Western Midstream Partners, LP
-0.93%
-$5,453 
DOCU DocuSign Inc.
-0.92%
-$1,855.05 
CHD Church & Dwight Co., Inc.
-0.92%
-$2,841.3 
VTR Ventas Inc.
-0.88%
-$4,028.56 
ED Consolidated Edison, Inc.
-0.87%
-$6,746.38 
ATO Atmos Energy Corporation
-0.85%
-$2,905.92 
OHI Omega Healthcare Investors Inc.
-0.8%
-$2,971.47 
WMB The Williams Companies, Inc.
-0.78%
-$3,791.2 
CB Chubb Limited
-0.76%
-$9,433.36 
COST Costco Wholesale Corporation
-0.75%
-$38,250.54 
INVH Invitation Homes Inc.
-0.74%
-$1,798.28 
CLX The Clorox Company
-0.73%
-$2,446.96 
SCHW Charles Schwab Corporation
-0.73%
-$6,783.4 
WEC WEC Energy Group Inc.
-0.72%
-$5,208.65 
RMD ResMed Inc.
-0.71%
-$1,150.93 
SO The Southern Company
-0.7%
-$3,665.62 
PDI Pimco Dynamic Income Fund
-0.7%
-$5,269.99 
PIO Invesco Global Water ETF
-0.69%
-$2,203.57 
AFL Aflac Inc.
-0.68%
-$3,839.4 
DUK Duke Energy Corporation
-0.67%
-$8,324.96 
VRSK Verisk Analytics Inc.
-0.63%
-$1,891.96 
IGV iShares Expanded Tech-Software Sector ETF
-0.57%
-$1,864.72 
CL Colgate-Palmolive Company
-0.57%
-$4,625.19 
BRO Brown & Brown Inc.
-0.56%
-$1,510.62 
KR Kroger Co.
-0.51%
-$1,379.4 
MA Mastercard Incorporated
-0.5%
-$15,432.85 
PAXS PIMCO Access Income Fund
-0.49%
-$4,595.5 
ADC Agree Realty Corporation
-0.49%
-$2,688.05 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$1,039.6 
UNH UnitedHealth Group Incorporated
-0.47%
-$13,313.21 
TXNM TxnM Energy Inc.
-0.46%
-$1,126.52 
GPI Group 1 Automotive Inc.
-0.45%
-$752.64 
T AT&T Inc.
-0.43%
-$4,441.1 
ELS Equity Lifestyle Properties Inc.
-0.42%
-$985.5 
PEP PepsiCo, Inc.
-0.42%
-$131,945.2 
BDX Becton, Dickinson and Company
-0.41%
-$2,368.84 
PG Procter & Gamble Co
-0.41%
-$15,578.64 
ROP Roper Technologies Inc.
-0.41%
-$1,647.73 
CI The Cigna Group
-0.41%
-$1,223.31 
SHEL Shell plc
-0.41%
-$2,870.02 
TCPC BlackRock TCP Capital Corp.
-0.4%
-$162.39 
META Meta Platforms Inc Class A
-0.4%
-$49,383.42 
THG Hanover Insurance Group, Inc.
-0.4%
-$1,337.47 
ORI Old Republic International Corp.
-0.39%
-$814.8 
ETR Entergy Corporation
-0.39%
-$1,814.17 
AEE Ameren Corporation
-0.38%
-$838.3 
MKTX MarketAxess Holdings Inc.
-0.38%
-$677.16 
CME CME Group Inc.
-0.35%
-$3,563.72 
ORLY O'Reilly Automotive Inc.
-0.35%
-$2,241.22 
WU Western Union Co.
-0.34%
-$303.27 
BKH Black Hills Corporation
-0.29%
-$1,061.76 
CWCO Consolidated Water Co. Ltd.
-0.29%
-$817.93 
AXON Axon Enterprise, Inc.
-0.28%
-$1,110.67 
CDNS Cadence Design Systems, Inc.
-0.28%
-$1,882.92 
EW Edwards Lifesciences Corporation
-0.27%
-$1,459.58 
EXC Exelon Corporation
-0.26%
-$1,167.36 
FSS Federal Signal Corp.
-0.26%
-$550.71 
XLP Consumer Staples Select Sector SPDR Fund
-0.24%
-$855.67 
ACGL Arch Capital Group Ltd
-0.23%
-$587.16 
ORA Ormat Technologies Inc.
-0.23%
-$644.8 
MCK McKesson Corporation
-0.22%
-$1,798.78 
GWW W.W. Grainger, Inc.
-0.21%
-$627.75 
PEN Penumbra Inc.
-0.21%
-$638.4 
FISV Fiserv, Inc.
-0.21%
-$464.75 
NFG National Fuel Gas Company
-0.19%
-$507.75 
O Realty Income Corporation
-0.18%
-$656.59 
CNP CenterPoint Energy Inc.
-0.17%
-$496.12 
PPL PPL Corporation
-0.17%
-$402.54 
RJF Raymond James Financial Inc.
-0.16%
-$377.28 
BRBS Blue Ridge Bankshares Inc.
-0.15%
-$54.27 
AMP Ameriprise Financial, Inc.
-0.14%
-$791.04 
WELL Welltower Inc.
-0.14%
-$913.2 
WMT Walmart Inc.
-0.12%
-$6,443.07 
TJX The TJX Companies, Inc.
-0.11%
-$2,341.44 
AON Aon plc
-0.1%
-$392.69 
EA Electronic Arts Inc.
-0.1%
-$525 
NEE NextEra Energy, Inc.
-0.09%
-$1,579.8 
AHR American Healthcare REIT, Inc.
-0.09%
-$868.68 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.08%
-$208.41 
AEP American Electric Power Company, Inc.
-0.05%
-$355.62 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.02%
-$837.93 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$1,592.1 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$281.6 Events
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Dividends
Dividend Analysis
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| Trades 5791 | Longs Won 3478/5791 60% | Profit Factor 12.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.08M |
| Average Win $395,158.94 | Best Trade (Jun 11) $505.29M | Sharpe Ratio -7.12 |
| Average Loss -$47,456.07 | Worst Trade (Jun 30) -$17.26M | Z-Score 3.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $218,372.81 |
| 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% | 0.03% | 2.09% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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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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