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:
183.9%
Gain -1.68%
Monthly
1.59%
Yearly
20.89%
Drawdown
25.97%
$4.51B
Equity
Holdings
$4.51B
Investment
$3.02B
$1.5B
Profit -$38.59M
Realized
$7.8M
Unrealized
$1.49B
Dividends
$215.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.68%
Profit
-$38.59M
Win %
70%
This Week
Compared To Last Week
Gain
1.14%
Profit
$50.88M
Win %
70%
This Month
Compared to last month
Gain
-0.2%
Profit
-$9.14M
Win %
70%
This Year
Compared to last year
Gain
12.32%
Profit
$495.05M
Win %
69%
CCI Crown Castle Inc.
+9.08%
+$20,935.53 
HURA TuHURA Biosciences, Inc.
+8.46%
+$1,847.05 
TTMI TTM Technologies, Inc.
+8.42%
+$14,212.7 
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$89,355.76 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+8.15%
+$30,264.52 
PANW Palo Alto Networks, Inc.
+7.22%
+$276,573.33 
SLB SLB N.V.
+7.05%
+$69,872.04 
MTDR Matador Resources Company
+5.62%
+$14,632.53 
PTEN Patterson-UTI Energy, Inc. Common Stock
+5.56%
+$7,040.88 
SMTC Semtech Corporation
+5.5%
+$39,546.24 
HAL Halliburton Company
+5.24%
+$14,582.94 
APA APA Corporation
+4.98%
+$22,656.6 
EC Ecopetrol S.A. Sponsored ADR
+4.73%
+$9,257.5 
DDOG Datadog Inc. Class A
+4.62%
+$37,449.3 
FTI TechnipFMC plc
+4.58%
+$14,963.4 
DVN Devon Energy Corporation
+4.48%
+$17,767.89 
FANG Diamondback Energy Inc.
+4.37%
+$15,773.52 
CNR Core Natural Resources Inc.
+4.24%
+$8,433.75 
BKR Baker Hughes Company
+4.18%
+$20,121.92 
AMT American Tower Corporation
+4.08%
+$12,779.8 
FTNT Fortinet, Inc.
+4.05%
+$68,599.86 
LNG Cheniere Energy Inc.
+4.04%
+$14,547.33 
CBOE Cboe Global Markets Inc.
+3.87%
+$19,631.43 
RRC Range Resources Corporation
+3.81%
+$11,477.91 
SNOW Snowflake Inc. Common Stock
+3.66%
+$16,657.48 
COP ConocoPhillips
+3.56%
+$52,766.83 
LRMR Larimar Therapeutics, Inc.
+3.52%
+$2,870.64 
COLB Columbia Banking System, Inc.
+3.23%
+$8,237.24 
TWLO Twilio Inc. Class A Common Stock
+3.22%
+$15,808.95 
EOG EOG Resources, Inc.
+3.21%
+$20,552.96 
AR Antero Resources Corporation
+2.96%
+$10,889.34 
TCBI Texas Capital Bancshares Inc.
+2.95%
+$7,100.4 
CVX Chevron Corporation
+2.88%
+$193,581.85 
XOM ExxonMobil Holdings Corporation
+2.79%
+$222,197.64 
OXY Occidental Petroleum Corp.
+2.66%
+$14,299.24 
AKAM Akamai Technologies, Inc.
+2.63%
+$4,224 
IYE iShares U.S. Energy ETF
+2.6%
+$18,442.65 
XLE State Street Energy Select Sector SPDR ETF
+2.59%
+$53,550 
ASX ASE Technology Holding Co., Ltd. ADR
+2.53%
+$10,637.75 
BP BP Plc Sponsored ADR
+2.51%
+$7,099.53 
AROC Archrock Inc.
+2.5%
+$5,023.96 
DOW Dow Inc.
+2.5%
+$5,168.3 
LMT Lockheed Martin Corporation
+2.46%
+$31,319.16 
MU Micron Technology Inc.
+2.46%
+$304,485.48 
JBL Jabil Inc.
+2.46%
+$7,417.53 
PTF Invesco Dorsey Wright Technology Momentum ETF
+2.44%
+$7,560 
CACI CACI International, Inc.
+2.33%
+$8,380.94 
MEDP Medpace Holdings, Inc.
+2.33%
+$12,538.41 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.23%
+$20,380.96 
CDNS Cadence Design Systems, Inc.
+2.21%
+$16,655.4 
BCPC Balchem Corporation
+2.18%
+$6,650.28 
KMI Kinder Morgan Inc.
+2.12%
+$16,104.66 
PBR Petróleo Brasileiro S.A. - Petrobras
+2.09%
+$20,010.07 
OKE ONEOK, Inc.
+2.04%
+$10,834.56 
TTE TotalEnergies SE
+2.03%
+$5,405.7 
TXN Texas Instruments Inc.
+1.94%
+$22,677.28 
DOV Dover Corporation
+1.91%
+$4,011.82 
ISRG Intuitive Surgical Inc.
+1.9%
+$18,914.04 
SNPS Synopsys Inc.
+1.81%
+$7,660 
VLY Valley National Bancorp Common Stock
+1.81%
+$3,898 
CF CF Industries Holdings, Inc.
+1.8%
+$5,452.8 
QCOM QUALCOMM Incorporated
+1.78%
+$19,447.12 
P Everpure Inc. Class A Common Stock
+1.78%
+$10,106.64 
NEOG Neogen Corp.
+1.75%
+$3,024.63 
AMD Advanced Micro Devices Inc.
+1.74%
+$128,390.26 
EQT EQT Corporation
+1.74%
+$6,226.3 
IGV iShares Expanded Tech-Software Sector ETF
+1.72%
+$6,614.19 
INTC Intel Corporation
+1.72%
+$56,913.99 
LYB LyondellBasell Industries N.V.
+1.65%
+$3,028.32 
TDS Telephone and Data Systems, Inc.
+1.64%
+$3,514.05 
VALE Vale S.A. American Depositary Shares
+1.63%
+$2,481.73 
CRUS Cirrus Logic Inc.
+1.63%
+$3,135.6 
NXT Nextpower Inc. Class A Common Stock
+1.62%
+$2,262.96 
CSCO Cisco Systems, Inc.
+1.53%
+$64,498.21 
EPD Enterprise Products Partners L.P.
+1.53%
+$4,807.6 
WMB The Williams Companies, Inc.
+1.49%
+$11,420.37 
NTNX Nutanix, Inc. Class A Common Stock
+1.48%
+$10,195.97 
ALLE Allegion plc
+1.47%
+$4,182.85 
FLR Fluor Corporation
+1.42%
+$3,531.95 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.42%
+$4,774.2 
APH Amphenol Corp. Class A Common Stock
+1.4%
+$19,848.1 
WES Western Midstream Partners, LP
+1.4%
+$8,246 
AXON Axon Enterprise, Inc.
+1.39%
+$5,556.51 
ADI Analog Devices, Inc.
+1.38%
+$12,351.06 
VSTS Vestis Corporation Common Stock
+1.31%
+$1,990.44 
DOCN DigitalOcean Holdings, Inc.
+1.3%
+$3,964.8 
HON Honeywell International Inc.
+1.3%
+$9,274.02 
NOW ServiceNow Inc.
+1.27%
+$20,612.42 
ALB Albemarle Corporation
+1.21%
+$1,528.66 
PCOR Procore Technologies Inc.
+1.16%
+$4,633.2 
ABT Abbott Laboratories
+1.14%
+$10,374.39 
DT Dynatrace Inc.
+1.1%
+$6,084.4 
KTOS Kratos Defense & Security Solutions, Inc.
+1.07%
+$1,618.68 
SUN Sunoco LP
+1.07%
+$4,884.36 
BMI Badger Meter, Inc.
+1.05%
+$2,204.28 
DAR Darling Ingredients Inc.
+1.02%
+$2,289.69 
DOCU DocuSign Inc.
+1.02%
+$7,168.96 
KEYS Keysight Technologies, Inc.
+1.01%
+$5,413.36 
LDOS Leidos Holdings, Inc.
+0.99%
+$1,912.18 
ITT ITT Inc.
+0.98%
+$2,801.11 
IEX IDEX Corporation
+0.97%
+$2,374.55 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.97%
+$2,292.2 
FCX Freeport-McMoRan Inc.
+0.93%
+$8,232.6 
BOX Box Inc. Class A Common Stock
+0.9%
+$4,004.77 
SKT Tanger Inc.
+0.9%
+$2,237.3 
MSI Motorola Solutions, Inc.
+0.88%
+$2,830.8 
CFFN Capitol Federal Financial, Inc.
+0.84%
+$1,109.92 
DLR Digital Realty Trust Inc.
+0.82%
+$2,143.22 
EMR Emerson Electric Co.
+0.82%
+$4,245.74 
AVTR Avantor, Inc.
+0.82%
+$1,419.6 
GPI Group 1 Automotive, Inc.
+0.81%
+$1,227.31 
SANM Sanmina Corporation
+0.8%
+$2,295.24 
DELL Dell Technologies Inc. Class C Common Stock
+0.8%
+$13,502.64 
BAI iShares A.I. Innovation and Tech Active ETF
+0.8%
+$19,926.08 
ASML ASML Holding N.V. NY Registered Shares
+0.72%
+$4,965.66 
FMC FMC Corporation
+0.7%
+$356.82 
FLS Flowserve Corporation
+0.69%
+$1,284.98 
ANET Arista Networks Inc.
+0.69%
+$9,981.62 
COHR Coherent Corp.
+0.68%
+$15,472.32 
STLD Steel Dynamics, Inc.
+0.68%
+$2,464.56 
MSFT Microsoft Corporation Common Stock
+0.66%
+$365,209.25 
NTRA Natera, Inc.
+0.64%
+$5,505.72 
WTS Watts Water Technologies, Inc. Class A Common Stock
+0.64%
+$2,365.57 
JCI Johnson Controls International plc
+0.64%
+$6,125.21 
WTFC Wintrust Financial Corporation
+0.63%
+$2,399.82 
SOXX iShares Semiconductor ETF
+0.61%
+$3,005.6 
LEN Lennar Corp. Class A Common Stock
+0.59%
+$1,413 
IBM International Business Machines Corporation
+0.58%
+$26,633.46 
ELME Elme Communities
+0.57%
+$471.1 
IGPT Invesco AI and Next Gen Software ETF
+0.56%
+$170,122.12 
ROK Rockwell Automation Inc.
+0.55%
+$1,526.91 
HUBB Hubbell Inc.
+0.52%
+$1,397.55 
XLK State Street Technology Select Sector SPDR ETF
+0.51%
+$6,015.24 
AME AMETEK, Inc.
+0.49%
+$2,994.84 
LITE Lumentum Holdings Inc.
+0.48%
+$17,137.56 
AWR American States Water Company
+0.47%
+$1,674.4 
JKHY Jack Henry & Associates, Inc.
+0.46%
+$1,177.5 
VGT Vanguard Information Technology ETF
+0.46%
+$5,847.6 
UTHR United Therapeutics Corporation
+0.46%
+$2,780.46 
FSLR First Solar Inc.
+0.46%
+$1,357.98 
MUSA Murphy USA Inc.
+0.45%
+$983.93 
HBAN HubSpot Inc.
+0.45%
+$2,030 
AMAT Applied Materials Inc.
+0.44%
+$18,263.32 
AMSC American Superconductor Corp.
+0.44%
+$3,422.87 
ROP Roper Technologies Inc.
+0.44%
+$2,641.53 
ORCL Oracle Corporation
+0.43%
+$9,966.78 
FCPT Four Corners Property Trust Inc.
+0.41%
+$939.15 
BA The Boeing Company
+0.4%
+$5,020.09 
DE Deere & Company
+0.4%
+$7,868.92 
HCA HCA Healthcare, Inc.
+0.38%
+$2,561.48 
IYW iShares U.S. Technology ETF
+0.38%
+$8,662.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.37%
+$14,264.6 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.35%
+$1,875.6 
FBP First BanCorp.
+0.35%
+$1,083.47 
MTUM iShares MSCI USA Momentum Factor ETF
+0.34%
+$79,537.09 
ABCB Ameris Bancorp
+0.33%
+$1,156.41 
IFF International Flavors & Fragrances, Inc.
+0.32%
+$1,143.3 
RAAX VanEck Real Assets ETF
+0.32%
+$2,496.75 
CCNE CNB Financial Corp.
+0.31%
+$1,636.8 
DHR Danaher Corp.
+0.3%
+$5,295.06 
EXE Expand Energy Corp
+0.29%
+$521.37 
TECK Teck Resources Ltd Class B
+0.29%
+$679.15 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.28%
+$7,905.84 
AVEM Avantis Emerging Markets Equity ETF
+0.28%
+$1,421.76 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$9,876.06 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.24%
+$2,805.66 
NEE NextEra Energy Inc.
+0.24%
+$4,683.2 
EQIX Equinix, Inc.
+0.23%
+$1,997.84 
SPXC SPX Technologies, Inc.
+0.23%
+$707.08 
MUNY Vanguard New York Tax-Exempt Bond ETF
+0.23%
+$7,126.09 
NYT New York Times Co. Class A Common Stock
+0.23%
+$1,138.4 
FMB First Trust Managed Municipal ETF
+0.23%
+$16,071.55 
MKSI MKS Inc.
+0.22%
+$2,922.04 
PSA Public Storage
+0.21%
+$770.88 
ICHR Ichor Holdings, Ltd.
+0.21%
+$1,313.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.21%
+$3,370.8 
NPO Enpro Inc.
+0.2%
+$414.96 
MUB iShares National Muni Bond ETF
+0.19%
+$4,523.2 
PDP Invesco Dorsey Wright Momentum ETF
+0.19%
+$837.25 
PECO Phillips Edison & Company, Inc.
+0.18%
+$718.76 
HAS Hasbro Inc.
+0.18%
+$576.24 
BKH Black Hills Corporation
+0.16%
+$659.88 
EXR Extra Space Storage Inc.
+0.16%
+$437.46 
POWL Powell Industries, Inc.
+0.16%
+$854.64 
CMF iShares California Muni Bond ETF
+0.15%
+$3,759.64 
CXM Sprinklr Inc Class A
+0.15%
+$127.05 
SNA Snap-on Incorporated
+0.14%
+$1,103.02 
ABBV AbbVie Inc.
+0.14%
+$9,721.67 
CPK Chesapeake Utilities Corporation
+0.13%
+$383.96 
TSQ Townsquare Media, Inc. Class A Common Stock
+0.13%
+$136.5 
ARW Arrow Electronics Inc.
+0.13%
+$463.86 
MMIT NYLI MacKay Muni Intermediate ETF
+0.13%
+$5,786.64 
OMC Omnicom Group Inc.
+0.12%
+$518.6 
WM Waste Management Inc.
+0.12%
+$1,359.81 
CNK Cinemark Holdings, Inc.
+0.11%
+$338 
SNX TD SYNNEX Corporation
+0.11%
+$499.24 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$819.42 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.09%
+$169.72 
SPOT Spotify Technology S.A.
+0.07%
+$190.08 
TFC Truist Financial Corporation
+0.07%
+$402.88 
BOXX Alpha Architect 1-3 Month Box ETF
+0.06%
+$1,515.92 
IYR iShares U.S. Real Estate ETF
+0.05%
+$119.6 
DSL DoubleLine Income Solutions Fund
+0.05%
+$122.5 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
+0.05%
+$202.96 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$829.7 
HWC Hancock Whitney Corporation Common Stock
+0.04%
+$122.16 
SYK Stryker Corp.
+0.04%
+$370.5 
TAFI AB Tax-Aware Short Duration Municipal ETF
+0.04%
+$1,696.12 
TBIL F/m US Treasury 3 Month Bill Fund
+0.04%
+$16,651.66 
DCRE DoubleLine Commercial Real Estate Debt ETF
+0.04%
+$150 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$193.2 
PDI Pimco Dynamic Income Fund
+0.04%
+$266.5 
TER Teradyne, Inc.
+0.03%
+$204.8 
CTAS Cintas Corporation
+0.03%
+$158.16 
KIM Kimco Realty Corporation
+0.02%
+$45.24 
BNDX Vanguard Total International Bond ETF
+0.02%
+$275.65 
NUE Nucor Corporation
+0.02%
+$55.8 
MKTX MarketAxess Holdings Inc.
+0.01%
+$28.15 
QQMG Invesco ESG NASDAQ 100 ETF
+0.01%
+$209.11 
AL Air Lease Corporation
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BLD TopBuild Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FORM FormFactor Inc.
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
SATS EchoStar Corporation
0%
$0 
TMHC Taylor Morrison Home Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTC The Toro Company
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WBS Webster Financial Corporation
0%
$0 
WDAY Workday Inc Class A Common Stock
0%
$0 
WSR Whitestone REIT
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
EMTL State Street DoubleLine Emerging Markets Fixed Income ETF
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
QQQI NEOS Nasdaq-100 High Income ETF
0%
$0 
VVR Invesco Senior Income Trust
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 AINP
AINP
0%
$0 
FIX Comfort Systems USA Inc.
-9.33%
-$115,679.23 
GL Globe Life Inc.
-8.06%
-$33,963.58 
T AT&T Inc.
-7.94%
-$93,641.6 
MIST Milestone Pharmaceuticals Inc.
-7.76%
-$1,090 
TMUS T-Mobile US Inc.
-7.67%
-$40,827.36 
NWL Newell Brands Inc.
-6.46%
-$6,974.5 
CBRE CBRE Group Inc. Class A Common Stock
-6.04%
-$13,115.52 
WEN The Wendy's Company
-5.33%
-$5,106.15 
COKE Coca-Cola Consolidated Inc.
-5.3%
-$23,660.97 
DAN Dana Incorporated
-5.07%
-$10,490.48 
MGM MGM Resorts International
-4.98%
-$13,788.6 
DECK Deckers Outdoor Corporation
-4.9%
-$18,216.44 
LULU lululemon athletica inc.
-4.85%
-$7,347.75 
STRL Sterling Infrastructure, Inc.
-4.7%
-$19,195.35 
DG Dollar General Corp.
-4.64%
-$24,064.95 
NEM Newmont Corporation
-4.61%
-$40,796.56 
APLD Applied Digital Corporation
-4.4%
-$9,988.44 
MDGL Madrigal Pharmaceuticals Inc.
-4.21%
-$245,033.9 
TXRH Texas Roadhouse Inc.
-4.12%
-$10,373.84 
UAL United Airlines Holdings, Inc.
-3.99%
-$17,964.98 
EAT Brinker International Inc.
-3.94%
-$10,733.17 
JLL Jones Lang LaSalle Incorporated
-3.89%
-$8,725.89 
PBF PBF Energy Inc. Class A Common Stock
-3.85%
-$16,207.7 
HWM Howmet Aerospace Inc.
-3.83%
-$7,009.86 
ODFL Old Dominion Freight Line, Inc.
-3.79%
-$14,811.4 
SFM Sprouts Farmers Market Inc.
-3.78%
-$6,770.4 
CENX Century Aluminum Company
-3.77%
-$7,806.81 
AXP American Express Company
-3.68%
-$220,196.3 
VRSK Verisk Analytics, Inc.
-3.68%
-$10,382.24 
OWL Blue Owl Capital Inc. Class A Common Stock
-3.66%
-$16,772.33 
ACN Accenture plc
-3.61%
-$53,153.94 
SAIA Saia Inc.
-3.59%
-$11,742 
CCL Carnival Corporation Ltd.
-3.58%
-$9,610.76 
DASH DoorDash, Inc. Class A Common Stock
-3.53%
-$11,270.08 
UBER Uber Technologies Inc.
-3.48%
-$27,691.17 
CL Colgate-Palmolive Co.
-3.45%
-$36,059.52 
TGT Target Corp.
-3.4%
-$26,882.17 
MOH Molina Healthcare Inc.
-3.39%
-$15,795.68 
CHD Church & Dwight Co., Inc.
-3.37%
-$12,199.08 
RCL Royal Caribbean Cruises Ltd.
-3.37%
-$17,102.88 
CR Crane Company
-3.32%
-$7,674.16 
NVS Novartis AG Sponsored ADR
-3.32%
-$18,997.84 
CLSK CleanSpark, Inc.
-3.31%
-$9,650.34 
CNO CNO Financial Group, Inc.
-3.31%
-$9,097.93 
BKNG Booking Holdings Inc.
-3.27%
-$15,546.5 
SUPN Supernus Pharmaceuticals, Inc.
-3.26%
-$6,249.94 
INTU Intuit Inc.
-3.24%
-$32,043.84 
WIT Wipro Ltd. ADR
-3.2%
-$832.09 
WSM Williams-Sonoma, Inc.
-3.19%
-$10,112.61 
CTVA Corteva Inc.
-3.19%
-$2,625.64 
RGLD Royal Gold, Inc.
-3.14%
-$7,957.24 
ROST Ross Stores Inc.
-3.11%
-$18,358.67 
DAL Delta Air Lines, Inc.
-3.1%
-$8,036.82 
TPR Tapestry Inc.
-3.1%
-$9,159.18 
SYY Sysco Corp.
-3.08%
-$21,857.01 
YUM Yum! Brands, Inc.
-3.08%
-$14,203.84 
LNC Lincoln National Corp.
-3.06%
-$10,088.82 
ATI ATI Inc.
-3.03%
-$24,545.09 
RGA Reinsurance Group of America, Inc.
-3.01%
-$13,668.76 
USFD US Foods Holding Corp.
-2.99%
-$15,764.61 
GPK Graphic Packaging Holding Company
-2.99%
-$5,418.09 
INDI indie Semiconductor, Inc. Class A Common Stock
-2.98%
-$5,750.9 
UFPI UFP Industries, Inc.
-2.97%
-$9,033.72 
F Ford Motor Co.
-2.97%
-$22,253.53 
WDC Western Digital Corp.
-2.97%
-$58,217.68 
ORI Old Republic International Corp.
-2.96%
-$5,987.81 
EDF Virtus Stone Harbor Emerging Markets Income Fund
-2.96%
-$13,130 
XPO XPO, Inc.
-2.87%
-$10,466.02 
CI The Cigna Group
-2.83%
-$27,242.38 
SKYW SkyWest Inc.
-2.82%
-$7,751.7 
LYFT Lyft, Inc. Class A Common Stock
-2.81%
-$13,147.68 
LOW Lowe's Companies, Inc.
-2.77%
-$31,859.96 
KO The Coca-Cola Company
-2.76%
-$74,789.21 
RNR RenaissanceRe Holdings Ltd.
-2.74%
-$15,711.05 
PCG PG&E Corporation
-2.73%
-$10,603.5 
GE General Electric Company
-2.69%
-$74,931.59 
PRU Prudential Financial, Inc.
-2.67%
-$24,471.04 
VMC Vulcan Materials Co.
-2.63%
-$6,565.8 
CRS Carpenter Technology Corporation
-2.62%
-$9,004.05 
NKE Nike, Inc. Class B Common Stock
-2.6%
-$5,138.18 
VTRS Viatris Inc.
-2.6%
-$8,525.28 
EFX Equifax Inc.
-2.57%
-$6,818.04 
BF-B Brown-Forman Corporation
-2.55%
-$47,621.42 
CLX The Clorox Company
-2.55%
-$8,967.68 
LLY Eli Lilly and Company
-2.54%
-$247,887.78 
BF-A Brown-Forman Corporation
-2.52%
-$29,861.52 
IVZ Invesco Ltd.
-2.5%
-$7,155.36 
ADBE Adobe Inc.
-2.49%
-$40,157.91 
SHW The Sherwin-Williams Company
-2.48%
-$15,194.61 
NSC Norfolk Southern Corp.
-2.48%
-$11,279.47 
HD The Home Depot, Inc.
-2.47%
-$166,985.48 
CRWV CoreWeave Inc. Class A Common Stock
-2.46%
-$14,468.57 
CAT Caterpillar Inc.
-2.46%
-$89,596.04 
MS Morgan Stanley Common Stock
-2.44%
-$37,425.84 
CB Chubb Limited
-2.43%
-$39,603.75 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-2.43%
-$15,312 
BMY Bristol-Myers Squibb Company
-2.4%
-$31,568.06 
PCAR PACCAR Inc.
-2.4%
-$20,440.36 
DRI Darden Restaurants, Inc.
-2.38%
-$12,348.71 
MPWR Monolithic Power Systems Inc.
-2.38%
-$9,455.4 
JXN Jackson Financial Inc.
-2.36%
-$12,177.9 
CAH Cardinal Health, Inc.
-2.35%
-$8,166 
MNST Monster Beverage Corporation
-2.35%
-$17,793.3 
HLT Hilton Worldwide Holdings Inc.
-2.35%
-$13,715.57 
MO Altria Group, Inc.
-2.29%
-$19,077.36 
FNF Fidelity National Financial, Inc.
-2.27%
-$14,219.38 
ALL The Allstate Corporation
-2.27%
-$12,643.98 
DMO Western Asset Mortgage Opportunity Fund Inc.
-2.26%
-$6,347 
ORLY O'Reilly Automotive Inc.
-2.26%
-$16,384.16 
AFL Aflac Incorporated
-2.25%
-$14,232.26 
FOX Fox Corporation Class B Common Stock
-2.24%
-$6,332.16 
COR Cencora Inc.
-2.22%
-$20,928.16 
PEP PepsiCo, Inc.
-2.21%
-$673,318.54 
CMG Chipotle Mexican Grill, Inc.
-2.2%
-$5,943.32 
PPG PPG Industries, Inc.
-2.2%
-$8,824.56 
TCPC BlackRock TCP Capital Corp.
-2.19%
-$974.34 
NRG NRG Energy, Inc.
-2.19%
-$3,611.68 
BABA Alibaba Group Holding Ltd. ADR
-2.15%
-$5,843.19 
AIG American International Group, Inc.
-2.14%
-$6,230.25 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.13%
-$17,185.96 
ABNB Airbnb Inc. Class A Common Stock
-2.13%
-$17,245.09 
AZO AutoZone, Inc.
-2.11%
-$6,288.1 
NVR NVR Inc.
-2.11%
-$19,435.21 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.1%
-$24,087.32 
CSL Carlisle Companies Incorporated
-2.08%
-$5,600.42 
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
-2.08%
-$6,227 
PG The Procter & Gamble Company
-2.06%
-$105,780.88 
BRO Brown & Brown Inc.
-2.05%
-$8,198.4 
HXL Hexcel Corporation
-2.03%
-$4,167.9 
BURL Burlington Stores Inc.
-2.02%
-$5,375.4 
CASY Casey's General Stores, Inc.
-2.02%
-$9,295.94 
PATK Patrick Industries, Inc.
-2.01%
-$2,969.46 
FIS Fidelity National Information Services, Inc.
-2%
-$12,261.42 
FSS Federal Signal Corporation
-2%
-$5,449.02 
AA Alcoa Corporation
-1.99%
-$4,828.67 
JBHT J.B. Hunt Transport Services, Inc.
-1.98%
-$8,094 
EME EMCOR Group, Inc.
-1.96%
-$8,586.12 
CW Curtiss-Wright Corporation
-1.96%
-$5,155.95 
OC Owens Corning
-1.94%
-$5,412.7 
SYF Synchrony Financial
-1.92%
-$4,400.02 
PLMR Palomar Holdings Inc.
-1.9%
-$5,098.5 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.9%
-$7,486.38 
INVA Innoviva Inc.
-1.9%
-$3,902 
RTX RTX Corporation
-1.9%
-$59,855.49 
FISV Fiserv, Inc.
-1.89%
-$4,524.48 
MTX Minerals Technologies Inc.
-1.86%
-$3,902.01 
SNDK Sandisk Corp.
-1.83%
-$60,773.01 
STX Seagate Technology Holdings plc
-1.82%
-$9,086.96 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.82%
-$3,800.76 
GDXJ VanEck Junior Gold Miners ETF
-1.82%
-$38,481.76 
EGP EastGroup Properties, Inc.
-1.8%
-$3,966.07 
AMGN Amgen Inc. Common Stock
-1.79%
-$47,438.3 
NFLX Netflix Inc.
-1.79%
-$50,695.2 
NVT nVent Electric plc
-1.77%
-$10,958.07 
MKL Markel Group Inc.
-1.77%
-$4,418.63 
XLC State Street Communication Services Select Sector SPDR ETF
-1.77%
-$5,226.9 
CYTK Cytokinetics, Incorporated
-1.76%
-$3,588.2 
UNP Union Pacific Corp.
-1.76%
-$41,291.22 
INSM Insmed Incorporated
-1.76%
-$2,393.11 
TRV The Travelers Companies, Inc.
-1.75%
-$18,877.05 
AOSL Alpha & Omega Semiconductor Limited
-1.75%
-$6,938.1 
GS The Goldman Sachs Group, Inc.
-1.75%
-$49,077.09 
HII Huntington Ingalls Industries, Inc.
-1.73%
-$5,764.72 
IT Gartner Inc.
-1.73%
-$5,396.03 
SF Stifel Financial Corp.
-1.72%
-$6,914.7 
REGN Regeneron Pharmaceuticals, Inc.
-1.72%
-$22,118.04 
BLK BlackRock, Inc.
-1.7%
-$26,711.23 
CSX CSX Corporation
-1.7%
-$12,346.4 
FDX FedEx Corp.
-1.68%
-$21,717.5 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-1.68%
-$6,558.12 
GM General Motors Co.
-1.66%
-$17,072.51 
MCD McDonald's Corporation
-1.66%
-$59,548.28 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.65%
-$4,978 
BYND Beyond Meat Inc.
-1.65%
-$47.18 
VLO Valero Energy Corporation
-1.65%
-$29,448.67 
CCK Crown Holdings Inc.
-1.63%
-$5,377.93 
UNH UnitedHealth Group Inc.
-1.62%
-$37,605 
MEC Mayville Engineering Company, Inc.
-1.62%
-$9,283.26 
MANH Manhattan Associates Inc.
-1.61%
-$13,653.72 
BALL Ball Corporation
-1.61%
-$5,657.22 
BTI British American Tobacco plc ADR
-1.6%
-$9,880.42 
IBN ICICI Bank Ltd. Sponsored ADR
-1.6%
-$3,903.36 
TJX The TJX Companies, Inc.
-1.6%
-$36,615.4 
IXP iShares Global Comm Services ETF
-1.59%
-$39,668.4 
PSLV Sprott Physical Silver Trust
-1.59%
-$8,788.36 
LAMR Lamar Advertising Company Class A
-1.58%
-$5,659.77 
TXT Textron Inc.
-1.56%
-$3,256.18 
KVUE Kenvue Inc.
-1.56%
-$5,332.93 
CPAY Corpay Inc.
-1.56%
-$19,241.75 
RUN Sunrun Inc.
-1.56%
-$5,396.76 
CG The Carlyle Group Inc.
-1.56%
-$10,659.14 
GEV GE Vernova Inc.
-1.55%
-$34,926.25 
ENSG The Ensign Group, Inc.
-1.55%
-$5,851.2 
MCO Moody's Corporation
-1.55%
-$9,644.39 
V Visa Inc. Class A
-1.54%
-$102,013.15 
WAB Wabtec Corporation
-1.54%
-$6,061.99 
MA Mastercard Inc. Class A Common Stock
-1.54%
-$84,699.3 
FAST Fastenal Co.
-1.54%
-$11,501.19 
MAR Marriott International, Inc. Class A Common Stock
-1.53%
-$12,198.27 
INGR Ingredion Incorporated
-1.53%
-$3,984.26 
AVY Avery Dennison Corporation
-1.52%
-$3,450.68 
BR Broadridge Financial Solutions, Inc.
-1.52%
-$3,882.77 
AIR AAR Corp.
-1.51%
-$2,868.47 
C Citigroup Inc.
-1.5%
-$30,921.2 
KLAC KLA Corporation
-1.5%
-$48,196.2 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.49%
-$2,320 
JPM JPMorgan Chase & Co.
-1.49%
-$187,465 
CNC Centene Corp.
-1.48%
-$16,532.9 
PIPR Piper Sandler Companies
-1.48%
-$2,929.4 
COST Costco Wholesale Corp
-1.48%
-$100,953.11 
PH Parker-Hannifin Corporation
-1.48%
-$10,056.34 
CROX Crocs, Inc.
-1.46%
-$4,547.84 
PEB Pebblebrook Hotel Trust
-1.45%
-$5,054.1 
KDP Keurig Dr Pepper Inc.
-1.45%
-$8,009.55 
IDCC InterDigital Inc.
-1.44%
-$4,665.28 
PFG Principal Financial Group Inc.
-1.4%
-$3,644.66 
ROL Rollins Inc.
-1.4%
-$3,216.51 
JNJ Johnson & Johnson
-1.4%
-$26.25M 
CAG Conagra Brands Inc.
-1.39%
-$2,132.13 
SW Smurfit WestRock Plc
-1.39%
-$3,041.45 
EVR Evercore Inc. Class A Common Stock
-1.36%
-$7,617.72 
MRK Merck & Co., Inc.
-1.34%
-$63,195.95 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$4,163.25 
PFE Pfizer Inc.
-1.31%
-$23,022.8 
ARES Ares Management Corp. Class A Common Stock
-1.31%
-$3,879.9 
VZ Verizon Communications Inc.
-1.3%
-$27,809.06 
WSO Watsco Inc.
-1.3%
-$2,700.85 
SABR Sabre Corporation
-1.3%
-$201.14 
NAD Nuveen Quality Municipal Income Fund
-1.29%
-$3,225.82 
DPZ Domino's Pizza, Inc.
-1.29%
-$3,173.84 
ECL Ecolab Inc.
-1.28%
-$8,253.75 
WU The Western Union Company
-1.24%
-$1,114.8 
ELV Elevance Health, Inc.
-1.24%
-$14,472.01 
BIIB Biogen Inc.
-1.24%
-$5,005.35 
GOOGL Alphabet Inc
-1.24%
-$257,750.77 
ITW Illinois Tool Works Inc.
-1.24%
-$9,273.22 
SLV iShares Silver Trust
-1.24%
-$4,287.69 
ZTS Zoetis Inc. Class A Common Stock
-1.23%
-$2,742.89 
ADP Automatic Data Processing Inc.
-1.23%
-$18,975.6 
BCS Barclays PLC Sponsored ADR
-1.23%
-$2,771.28 
MDT Medtronic plc
-1.22%
-$14,943.52 
EXEL Exelixis Inc.
-1.19%
-$5,656.56 
MMM 3M Company
-1.19%
-$11,074.91 
TNA Direxion Daily Small Cap Bull 3X Shares ETF
-1.19%
-$4,020 
ATR AptarGroup Inc.
-1.19%
-$3,044.56 
NVTS Navitas Semiconductor Corporation
-1.18%
-$2,951.8 
ORA Ormat Technologies, Inc.
-1.16%
-$2,155.26 
OUT OUTFRONT Media Inc.
-1.15%
-$4,223.52 
EW Edwards Lifesciences Corporation
-1.14%
-$6,518.87 
IDXX IDEXX Laboratories, Inc.
-1.13%
-$2,839.1 
MCK McKesson Corporation
-1.13%
-$15,082.2 
VICI VICI Properties Inc.
-1.12%
-$4,875.39 
XLV State Street Health Care Select Sector SPDR ETF
-1.11%
-$15,111.62 
PM Philip Morris International Inc.
-1.09%
-$59,192.64 
GOOG Alphabet Inc
-1.08%
-$162,553.81 
ADSK Autodesk Inc.
-1.08%
-$8,877 
SBUX Starbucks Corp.
-1.08%
-$11,889.9 
EWBC East West Bancorp Inc.
-1.08%
-$4,485.91 
XEL Xcel Energy Inc.
-1.08%
-$4,017.95 
URI United Rentals Inc.
-1.07%
-$10,763.76 
PWR Quanta Services, Inc.
-1.06%
-$7,449.03 
AON Aon plc Class A
-1.06%
-$5,564.99 
AJG Arthur J. Gallagher & Co.
-1.05%
-$4,281.42 
CVS CVS Health Corporation Common Stock
-1.05%
-$9,745.56 
INCY Incyte Corp.
-1.04%
-$3,991.84 
COF Capital One Financial Corp.
-1.04%
-$10,617.52 
PPL PPL Corporation
-1.03%
-$2,705.01 
WMT Walmart Inc.
-1.03%
-$57,972.5 
FICO Fair Isaac Corp.
-1.03%
-$5,077.02 
CMS CMS Energy Corporation Common Stock
-1.02%
-$3,783.78 
BAC Bank of America Corporation
-1.01%
-$32,658.72 
WPC W. P. Carey Inc.
-1%
-$2,472.28 
SPHQ Invesco S&P 500 Quality ETF
-1%
-$3,633.92 
SO The Southern Company
-0.99%
-$6,743.43 
SPLV Invesco S&P 500 Low Volatility ETF
-0.99%
-$5,829.35 
COWZ Pacer US Cash Cows 100 ETF
-0.99%
-$9,330.82 
IDA IDACORP Inc.
-0.98%
-$7,044.52 
ACGL Arch Capital Group Ltd.
-0.97%
-$3,108 
ATO Atmos Energy Corporation
-0.97%
-$3,959.67 
DRH DiamondRock Hospitality Company
-0.97%
-$2,204.55 
EIX Edison International
-0.97%
-$3,985.52 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.96%
-$1,016 
META Meta Platforms Inc Class A
-0.96%
-$167,094.83 
SAP SAP SE Sponsored ADR
-0.96%
-$3,954.72 
BWA BorgWarner Inc.
-0.96%
-$3,525.56 
NGG National Grid plc Sponsored ADR
-0.96%
-$3,097.59 
AMZN Amazon.com Inc
-0.95%
-$242,619.58 
WEC WEC Energy Group Inc.
-0.94%
-$6,637.72 
AMP Ameriprise Financial Inc.
-0.94%
-$6,458.13 
EXC Exelon Corp.
-0.94%
-$4,818.24 
IFRA iShares U.S. Infrastructure ETF
-0.93%
-$2,498.95 
MOAT VanEck Morningstar Wide Moat ETF
-0.93%
-$11,387.25 
CWCO Consolidated Water Co. Ltd.
-0.93%
-$2,457.78 
PAXS PIMCO Access Income Fund
-0.93%
-$6,204 
RJF Raymond James Financial, Inc.
-0.92%
-$2,124.25 
SCHW The Charles Schwab Corporation
-0.92%
-$10,276.56 
MRCY Mercury Systems Inc.
-0.91%
-$2,076.21 
LNT Alliant Energy Corporation
-0.91%
-$2,094.72 
DVY iShares Select Dividend ETF
-0.91%
-$4,595.4 
TOL Toll Brothers, Inc.
-0.91%
-$2,305.28 
TT Trane Technologies plc
-0.91%
-$5,188.67 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.9%
-$5,367.59 
PYPL PayPal Holdings, Inc.
-0.9%
-$4,114.85 
BRK-B Berkshire Hathaway Inc.
-0.88%
-$103,039.82 
MRSH Marsh & McLennan Companies, Inc.
-0.87%
-$11,101.41 
GVA Granite Construction Incorporated
-0.87%
-$2,951.82 
RIO Rio Tinto plc ADR
-0.86%
-$2,258.64 
AEE Ameren Corporation
-0.85%
-$2,148.3 
LYG Lloyds Banking Group plc ADR
-0.84%
-$488.07 
THC Tenet Healthcare Corp.
-0.83%
-$3,991.61 
FN Fabrinet
-0.83%
-$2,782.54 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$2,759.31 
POR Portland General Electric Co.
-0.8%
-$2,390.76 
ETN Eaton Corporation plc
-0.8%
-$8,566.77 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$2,400.64 
MSCI MSCI Inc.
-0.8%
-$4,406.47 
QUAL iShares MSCI USA Quality Factor ETF
-0.79%
-$190,331.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.78%
-$14,543.5 
BDX Becton, Dickinson and Company
-0.78%
-$6,160.91 
ZYME Zymeworks Inc.
-0.77%
-$6,391 
ETR Entergy Corporation Common Stock
-0.77%
-$3,600.52 
GWW W.W. Grainger Inc.
-0.76%
-$3,954.78 
MLI Mueller Industries, Inc.
-0.75%
-$2,074.6 
JEPI JPMorgan Equity Premium Income ETF
-0.75%
-$2,798.44 
BSX Boston Scientific Corp.
-0.75%
-$4,872.09 
USB U.S. Bancorp
-0.75%
-$5,758.2 
WFC Wells Fargo & Company
-0.75%
-$19,272.7 
AEP American Electric Power Company, Inc.
-0.74%
-$6,331.19 
LII Lennox International Inc.
-0.74%
-$3,324.23 
HRB H&R Block Inc.
-0.74%
-$4,765.23 
GILD Gilead Sciences Inc.
-0.73%
-$13,563.1 
THG The Hanover Insurance Group, Inc.
-0.73%
-$3,136 
CIEN Ciena Corp.
-0.72%
-$5,232.24 
FE FirstEnergy Corp.
-0.72%
-$3,800.91 
GUG Guggenheim Active Allocation Fund
-0.72%
-$3,193.9 
XLU State Street Utilities Select Sector SPDR ETF
-0.71%
-$13,596.9 
ICE Intercontinental Exchange, Inc.
-0.71%
-$5,958.92 
BMO Bank of Montreal
-0.7%
-$10,254 
CRM Salesforce, Inc.
-0.7%
-$16,593.41 
PGR The Progressive Corporation
-0.69%
-$10,160.1 
SGOL abrdn Physical Gold Shares ETF
-0.69%
-$1,522.69 
CEG Constellation Energy Corporation
-0.69%
-$4,062.08 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.69%
-$33,550.97 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.68%
-$137,441.24 
GLDM SPDR Gold MiniShares Trust
-0.68%
-$101,447.64 
AVT Avnet Inc.
-0.68%
-$5,542.8 
BCC Boise Cascade Company
-0.68%
-$1,478.7 
TM Toyota Motor Corporation Sponsored ADR
-0.67%
-$2,030.55 
DLB Dolby Laboratories Inc. Class A
-0.67%
-$2,483.28 
CEF Sprott Physical Gold and Silver Trust
-0.67%
-$1,279.46 
VYM Vanguard High Dividend Yield ETF
-0.66%
-$1,700.08 
VRT Vertiv Holdings Co Class A Common Stock
-0.66%
-$1,851.15 
VTV Vanguard Morningstar Value ETF
-0.66%
-$1,743.3 
CMCSA Comcast Corp. Class A Common Stock
-0.66%
-$4,851.75 
GLD SPDR Gold Shares
-0.65%
-$9,554.4 
TSLA Tesla, Inc.
-0.65%
-$62,876.25 
BX Blackstone Inc.
-0.65%
-$4,094.86 
MP MP Materials Corp.
-0.65%
-$1,142.75 
PAYX Paychex Inc.
-0.65%
-$11,122.65 
TSN Tyson Foods, Inc. Class A Common Stock
-0.64%
-$1,443.58 
SPGI S&P Global Inc.
-0.64%
-$8,505.51 
RSG Republic Services Inc.
-0.64%
-$4,399.78 
EFIV State Street SPDR S&P 500 ESG ETF
-0.64%
-$13,031.22 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.63%
-$2,972.58 
EFG iShares MSCI EAFE Growth ETF
-0.63%
-$26,899.72 
AZN AstraZeneca PLC American Depositary Shares
-0.63%
-$3,813.48 
IWD iShares Russell 1000 Value ETF
-0.61%
-$6,614.4 
EVRG Evergy Inc.
-0.61%
-$1,820.52 
PHYS Sprott Physical Gold Trust
-0.61%
-$4,701.03 
JHML John Hancock Multifactor Large Cap ETF
-0.61%
-$12,894.75 
HST Host Hotels & Resorts, Inc.
-0.6%
-$1,938.45 
OTIS Otis Worldwide Corporation
-0.59%
-$1,569.15 
AVSD Avantis Responsible International Equity ETF
-0.58%
-$5,070.12 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$162,840.02 
ARWR Arrowhead Pharmaceuticals, Inc.
-0.58%
-$1,545.64 
TYL Tyler Technologies Inc.
-0.58%
-$2,170.76 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.58%
-$1,945.03 
IVE iShares S&P 500 Value ETF
-0.57%
-$8,362.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.57%
-$15,320.91 
NVDA NVIDIA Corporation
-0.56%
-$268,993.2 
GRMN Garmin Ltd.
-0.56%
-$1,947.19 
VOO Vanguard S&P 500 ETF
-0.56%
-$260,979.79 
AVDE Avantis International Equity Fund Institutional Class
-0.56%
-$174,972 
AVSU Avantis Responsible U.S. Equity ETF
-0.56%
-$6,128.43 
IVV iShares Core S&P 500 ETF
-0.56%
-$2.29M 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.56%
-$28,277.32 
ES Eversource Energy
-0.55%
-$1,118.25 
ACIW ACI Worldwide, Inc.
-0.55%
-$1,529.54 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.55%
-$199,517.31 
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs
-0.55%
-$720 
LYV Live Nation Entertainment, Inc.
-0.55%
-$1,688.66 
RS Reliance, Inc.
-0.55%
-$2,656.5 
DIS The Walt Disney Company
-0.55%
-$11,188.52 
PSX Phillips 66
-0.54%
-$5,427.59 
SAN Banco Santander, S.A. Sponsored ADR
-0.54%
-$1,124.06 
SITM SiTime Corporation
-0.54%
-$5,580 
ELS Equity LifeStyle Properties, Inc.
-0.54%
-$1,454.97 
REG Regency Centers Corporation
-0.54%
-$1,791.2 
SPY State Street SPDR S&P 500 ETF Trust
-0.53%
-$2.91M 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.53%
-$1,151.28 
DINO HF Sinclair Corporation
-0.53%
-$2,580.5 
PSMT PriceSmart, Inc.
-0.53%
-$1,596.14 
USMV iShares MSCI USA Min Vol Factor ETF
-0.53%
-$23,962.01 
VB Vanguard Small-Cap ETF
-0.53%
-$2,503.46 
VV Vanguard Morningstar Large-Cap ETF
-0.52%
-$5,659.84 
ADC Agree Realty Corp.
-0.52%
-$3,331.65 
NFG National Fuel Gas Company
-0.52%
-$1,380.54 
EBAY eBay Inc.
-0.52%
-$4,990.86 
IVW iShares S&P 500 Growth ETF
-0.51%
-$4,403.7 
VTI Vanguard Total Stock Market ETF
-0.51%
-$21,632.55 
IWV iShares Russell 3000 ETF
-0.51%
-$3,955.12 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.51%
-$7,152.39 
IEFA iShares Core MSCI EAFE ETF
-0.5%
-$8,558.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$6,395.98 
WST West Pharmaceutical Services Inc.
-0.5%
-$1,603.28 
PB Prosperity Bancshares, Inc.
-0.49%
-$1,255.11 
DSI iShares ESG MSCI KLD 400 ETF
-0.49%
-$1,877.76 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.49%
-$2,202.66 
IWB iShares Russell 1000 ETF
-0.49%
-$85,142.65 
TLT iShares 20+ Year Treasury Bond ETF
-0.49%
-$112,222.4 
ESGU iShares ESG Aware MSCI USA ETF
-0.48%
-$15,691.32 
JSTC Adasina Social Justice All Cap Global ETF
-0.48%
-$10,514.35 
A AgileThought, Inc. Class A Common Stock
-0.48%
-$1,643.04 
AVGO Broadcom Inc.
-0.48%
-$122,155.8 
VST Vistra Corp.
-0.48%
-$1,720.72 
CVLC Calvert US-L-C Core Responsible Index Fund
-0.48%
-$9,541.35 
XYL Xylem Inc.
-0.48%
-$2,458.04 
UPS United Parcel Service, Inc. Class B Common Stock
-0.47%
-$3,828.96 
FITB Fifth Third Bancorp
-0.47%
-$1,909 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.47%
-$5,749.8 
NULV Nuveen ESG Large-Cap Value ETF
-0.46%
-$7,599.75 
VUG Vanguard Morningstar Growth ETF
-0.46%
-$1,905.6 
VGLT Vanguard Long-Term Treasury ETF
-0.46%
-$1,781.28 
PNC The PNC Financial Services Group, Inc.
-0.46%
-$2,359.73 
CMI Cummins Inc.
-0.46%
-$2,064.3 
ED Consolidated Edison Inc.
-0.46%
-$4,645.45 
LIVN LivaNova PLC
-0.46%
-$1,340.51 
MPC Marathon Petroleum Corp.
-0.46%
-$20,636.66 
TLH iShares 10-20 Year Treasury Bond ETF
-0.45%
-$1,085.32 
GD General Dynamics Corp.
-0.44%
-$4,556.86 
WTRG Essential Utilities Inc.
-0.44%
-$1,336.27 
SCI Service Corporation International
-0.44%
-$1,374.59 
WWD Woodward, Inc.
-0.43%
-$1,289.6 
SPYI NEOS S&P 500 High Income ETF
-0.43%
-$1,442.47 
CARR Carrier Global Corp.
-0.42%
-$1,591.44 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.42%
-$26,731.74 
MTCH Match Group Inc.
-0.41%
-$1,766.05 
NBIX Neurocrine Biosciences, Inc.
-0.41%
-$1,389.45 
TD Toronto-Dominion Bank
-0.41%
-$1,887.47 
SONY Sony Group Corp. Sponsored ADR
-0.4%
-$1,884.54 
ISPY ProShares S&P 500 High Income ETF
-0.4%
-$985.34 
IWY iShares Russell Top 200 Growth ETF
-0.39%
-$33,958.23 
SUSA iShares ESG Optimized MSCI USA ETF
-0.38%
-$972 
ESE Esco Technologies Inc.
-0.38%
-$819.69 
FHN First Horizon Corporation
-0.38%
-$961.38 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$4,175.55 
IWF iShares Russell 1000 Growth ETF
-0.38%
-$10,410.31 
TMO Thermo Fisher Scientific Inc.
-0.38%
-$9,707.85 
LECO Lincoln Electric Holdings, Inc.
-0.37%
-$990.73 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.37%
-$9,036.14 
APD Air Products and Chemicals Inc.
-0.36%
-$964.7 
SCHF Schwab International Equity ETF
-0.35%
-$954.85 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-0.35%
-$379.15 
OGS One Gas Inc.
-0.34%
-$754.65 
DUK Duke Energy Corporation
-0.34%
-$4,973.38 
IWM iShares Russell 2000 ETF
-0.34%
-$853.11 
SR Spire Inc.
-0.34%
-$745.59 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.34%
-$1,183.21 
VYMI Vanguard International High Dividend Yield ETF
-0.33%
-$1,370.54 
CVMC Calvert US Mid-Cap Core Responsible Index ETF
-0.33%
-$1,500.13 
AWK American Water Works Company, Inc.
-0.32%
-$804.08 
FJUL FT Vest US Equity Buffer ETF
-0.32%
-$1,508.33 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.31%
-$1,958.4 
VLUE iShares MSCI USA Value Factor ETF
-0.3%
-$5,120.61 
JAZZ Jazz Pharmaceuticals plc
-0.3%
-$848.25 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$7,069.86 
JQUA JPMorgan U.S. Quality Factor ETF
-0.3%
-$1,841.84 
LIN Linde plc
-0.3%
-$8,202.33 
IGEB iShares Investment Grade Systematic Bond ETF
-0.3%
-$1,014.65 
O Realty Income Corp.
-0.3%
-$1,310.02 
CPRT Copart, Inc.
-0.29%
-$832.4 
GLW Corning Incorporated
-0.29%
-$1,369.8 
DY Dycom Industries, Inc.
-0.28%
-$808.32 
D Dominion Energy, Inc.
-0.28%
-$1,294.44 
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF
-0.28%
-$662.4 
GNW Genworth Financial Inc.
-0.28%
-$301.95 
BUFR FT Vest Laddered Buffer ETF
-0.28%
-$2,015.47 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$62,874.64 
FJAN FT Vest U.S. Equity Buffer ETF - January
-0.27%
-$786.16 
IWP iShares Russell Mid-Cap Growth ETF
-0.27%
-$889.92 
MTZ MasTec, Inc.
-0.27%
-$596.16 
EFV iShares MSCI EAFE Value ETF
-0.27%
-$2,348.64 
HEDG Equable Shares Hedged Equity ETF
-0.26%
-$72,678.87 
DJAN FT Vest U.S. Equity Deep Buffer ETF - January
-0.26%
-$976.2 
CNP CenterPoint Energy, Inc.
-0.26%
-$912.03 
FAPR FT Vest U.S. Equity Buffer ETF - April
-0.25%
-$570.88 
PCQ PIMCO California Municipal Income Fund
-0.25%
-$340 
FFEB FT Vest U.S. Equity Buffer ETF - February
-0.24%
-$2,520.45 
DFEB FT Vest U.S. Equity Deep Buffer ETF - February
-0.24%
-$1,439.5 
VTR Ventas, Inc.
-0.23%
-$1,315 
BCAT BlackRock Capital Allocation Term Trust
-0.23%
-$300 
BND Vanguard Total Bond Market ETF
-0.22%
-$1,631.36 
LSCC Lattice Semiconductor Corporation
-0.22%
-$1,049.16 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.22%
-$967.4 
IBIT iShares Bitcoin Trust ETF
-0.22%
-$616.9 
SBRA Sabra Health Care REIT, Inc.
-0.2%
-$568.16 
PIO Invesco Global Water ETF
-0.2%
-$624.6 
HOMB Home BancShares, Inc.
-0.2%
-$459.78 
PLD Prologis, Inc.
-0.2%
-$1,840.5 
HYPR Hyperfine, Inc. Class A Common Stock
-0.19%
-$261.43 
MYRG MYR Group Inc.
-0.19%
-$352.11 
MOG-A Moog Inc.
-0.19%
-$549.11 
FNDF Schwab Fundamental International Equity ETF
-0.19%
-$499.4 
MPT Medical Properties Trust Inc.
-0.18%
-$52.24 
OHI Omega Healthcare Investors Inc.
-0.18%
-$689.52 
SPG Simon Property Group Inc.
-0.18%
-$1,233.57 
FLEX Flex Ltd.
-0.18%
-$461.58 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.18%
-$326.8 
SFBS ServisFirst Bancshares, Inc.
-0.18%
-$852.78 
GTO Invesco Total Return Bond ETF
-0.18%
-$30,462.24 
FCN FTI Consulting Inc.
-0.17%
-$473.58 
MSGS Madison Square Garden Sports Corp.
-0.17%
-$604.37 
FNOV FT Vest U.S. Equity Buffer ETF - November
-0.17%
-$757.9 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$422.55 
AVA Avista Corporation
-0.16%
-$331.74 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$591.36 
CFG Citizens Financial Group Inc.
-0.15%
-$543 
AAPL Apple Inc.
-0.15%
-$465,442.82 
NOC Northrop Grumman Corporation
-0.15%
-$1,260.82 
BKLN Invesco Senior Loan ETF
-0.15%
-$297.75 
DFIV Dimensional International Value ETF
-0.14%
-$420.08 
JHMB John Hancock Mortgage-Backed Securities ETF
-0.14%
-$15,739.56 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.14%
-$960.26 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$1,301.2 
DHI D.R. Horton, Inc.
-0.13%
-$461.89 
DDEC FT Vest U.S. Equity Deep Buffer ETF - December
-0.13%
-$459.41 
LHX L3Harris Technologies, Inc.
-0.13%
-$877.44 
BRBS Blue Ridge Bankshares Inc.
-0.12%
-$54.25 
PTC PTC Inc.
-0.12%
-$347.99 
RMD ResMed Inc.
-0.12%
-$275.5 
DV DoubleVerify Holdings, Inc.
-0.11%
-$172.81 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.11%
-$583.4 
BINC iShares Flexible Income Active ETF
-0.11%
-$342.98 
PGX Invesco Preferred ETF
-0.1%
-$341.58 
WDI Western Asset Diversified Income Fund
-0.1%
-$276 
ONTO Onto Innovation Inc.
-0.1%
-$263.82 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.1%
-$205.47 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$262 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
-0.09%
-$641.41 
RMBS Rambus Inc.
-0.09%
-$239.6 
CME CME Group Inc. Class A Common Stock
-0.09%
-$1,196.1 
PEN Penumbra Inc.
-0.09%
-$272.72 
TIP iShares TIPS Bond ETF
-0.09%
-$193.41 
PML PIMCO Municipal Income Fund II
-0.07%
-$122.68 
TXNM TXNM Energy, Inc.
-0.06%
-$170.62 
PNFP Pinnacle Financial Partners Inc.
-0.06%
-$236.16 
HR Healthcare Realty Trust Incorporated
-0.06%
-$303.36 
HYDB iShares High Yield Systematic Bond ETF
-0.06%
-$181.9 
JPIE JPMorgan Income ETF
-0.06%
-$4,878.57 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$106.2 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$138.8 
DNOV FT Vest U.S. Equity Deep Buffer ETF - November
-0.04%
-$383.22 
QQQM Invesco NASDAQ 100 ETF
-0.03%
-$7,272.07 
BNY Bank of New York Mellon Corp.
-0.03%
-$221.9 
CTRE CareTrust REIT, Inc.
-0.03%
-$69.51 
WELL Welltower Inc.
-0.03%
-$261 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$107.12 
LRCX Lam Research Corp.
-0.02%
-$443.6 
STE STERIS plc
-0.02%
-$54.7 
VWO Vanguard FTSE Emerging Markets ETF
-0.02%
-$371.39 
QQQ Invesco QQQ Trust, Series 1
-0.02%
-$1,095.6 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.01%
-$366.31 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.01%
-$24.87 
ILMN Illumina Inc.
-0.01%
-$71.41 
AEIS Advanced Energy Industries Inc.
-0.01%
-$13.98 
ITGR Integer Holdings Corporation
0%
-$16.98 Events
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Dividends
Dividend Analysis
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| Trades 6574 | Longs Won 4088/6574 62% | Profit Factor 11.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.64M |
| Average Win $401,540.72 | Best Trade (Oct 22) $669.43M | Sharpe Ratio -11.59 |
| Average Loss -$56,698.48 | Worst Trade (Jun 30) -$17.26M | Z-Score 7.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $228,254.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% | 5.34% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 1,956 | $247,100.62 | $338,485.8 | - | $91,385.18 | 36.98% | -0.483% |
| AA Alcoa Corporation | 6,271 | $348,897.47 | $237,859.03 | - | -$111,038.44 | -31.83% | -1.99% |
| AAPL Apple Inc. | 878,194 | $160.1M | $305.34M | - | $145.24M | 90.72% | -0.152% |
| ABBV AbbVie Inc. | 24,928 | $4.75M | $7.12M | - | $2.37M | 49.83% | +0.137% |
| ABCB Ameris Bancorp | 4,283 | $269,826.65 | $353,947.12 | - | $84,120.47 | 31.18% | +0.328% |
| ABNB Airbnb Inc. Class A Common Stock | 4,611 | $608,718.52 | $793,184.22 | - | $184,465.7 | 30.3% | -2.128% |
| ABT Abbott Laboratories | 8,867 | $1.21M | $919,330.56 | - | -$286,670.11 | -23.77% | +1.141% |
| ACGL Arch Capital Group Ltd. | 3,108 | $283,971.86 | $316,052.52 | - | $32,080.66 | 11.3% | -0.974% |
| ACIW ACI Worldwide, Inc. | 4,934 | $202,343.34 | $275,711.92 | - | $73,368.58 | 36.26% | -0.552% |
| ACN Accenture plc | 5,691 | $1.66M | $1.42M | - | -$235,762.87 | -14.24% | -3.61% |
| ADBE Adobe Inc. | 5,967 | $1.99M | $1.57M | - | -$412,587.1 | -20.77% | -2.488% |
| ADC Agree Realty Corp. | 9,519 | $649,956.14 | $635,107.68 | - | -$14,848.46 | -2.28% | -0.522% |
| ADI Analog Devices, Inc. | 2,326 | $580,425.76 | $909,628.82 | - | $329,203.06 | 56.72% | +1.377% |
| ADP Automatic Data Processing Inc. | 5,020 | $1.29M | $1.53M | - | $238,778.8 | 18.54% | -1.228% |
| ADSK Autodesk Inc. | 3,228 | $863,408.52 | $814,101.6 | - | -$49,306.92 | -5.71% | -1.079% |
| AEE Ameren Corporation | 2,310 | $233,594 | $249,503.1 | - | $15,909.1 | 6.81% | -0.854% |
| AEIS Advanced Energy Industries Inc. | 1,398 | $318,994.14 | $302,848.74 | - | -$16,145.4 | -5.06% | -0.005% |
| AEP American Electric Power Company, Inc. | 6,527 | $691,277.32 | $846,356.09 | - | $155,078.77 | 22.43% | -0.742% |
| AFL Aflac Incorporated | 5,138 | $550,461.36 | $619,129 | - | $68,667.64 | 12.47% | -2.247% |
| AIG American International Group, Inc. | 3,510 | $294,982.06 | $285,205.05 | - | -$9,777.01 | -3.31% | -2.138% |
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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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FAQ
Which stocks have generated the highest profits for Penny A. Phillips?
The largest contributions to the portfolio's profits come from the following stocks: Johnson & Johnson - $120.03M, State Street SPDR S&P 500 ETF Trust - $25.28M, iShares Core S&P 500 ETF - $17.21M, iShares ESG Aware MSCI USA ETF - $8.37M, and iShares Core S&P Mid-Cap ETF - $8.22M. 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: iShares Select Dividend ETF - $15.8M, PayPal Holdings, Inc - $11.3M, The Walt Disney Company - $8.24M, iShares Bitcoin Trust ETF - $4.39M, and Bitwise Bitcoin ETF - $3.22M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Penny A. Phillips's portfolio generate?
The portfolio generates substantial dividend income, with a total of $215.64M earned over time. The largest contributors to dividend income include Johnson & Johnson - $115.9M, State Street SPDR S&P 500 ETF Trust - $22.01M, iShares Core S&P 500 ETF - $15.69M, PepsiCo, Inc - $5.25M, and Apple Inc - $3.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Penny A. Phillips's monthly returns?
Penny A. Phillips's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Penny A. Phillips's strategy be considered aggressive or moderate?
Penny A. Phillips's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Penny A. Phillips's strategy?
Penny A. Phillips's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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