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:
127.85%
Gain +3.97%
Monthly
1.64%
Yearly
21.64%
Drawdown
25.76%
$4.46B
Equity
Holdings
$4.46B
Investment
$3.02B
$1.47B
Profit +$95.59M
Realized
$33.27M
Unrealized
$1.44B
Dividends
$198.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.97%
Profit
$95.59M
Win %
72%
This Week
Compared To Last Week
Gain
1.38%
Profit
$60.76M
Win %
72%
This Month
Compared to last month
Gain
1.34%
Profit
$59.18M
Win %
72%
This Year
Compared to last year
Gain
11%
Profit
$442.18M
Win %
71%
CLSK CleanSpark, Inc.
+13.24%
+$61,654.95 
APLD Applied Digital Corporation
+7.52%
+$23,068.54 
LITE Lumentum Holdings Inc.
+5.61%
+$196,817.51 
BABA Alibaba Group Holding Limited SP ADR
+4.8%
+$14,727.36 
COHR Coherent Corp.
+4.42%
+$133,530.59 
TER Teradyne, Inc.
+4.35%
+$28,743.68 
CNK Cinemark Holdings Inc.
+4.32%
+$9,876.97 
PLMR Palomar Holdings Inc.
+4.21%
+$10,567.8 
SNDK SanDisk Corporation
+4.05%
+$144,496.8 
AMD Advanced Micro Devices, Inc.
+3.76%
+$270,257.01 
LRMR Larimar Therapeutics Inc.
+3.65%
+$4,844.2 
HYPR Hyperfine Inc.
+3.64%
+$6,330.38 
BF-B Brown-Forman Corporation
+3.48%
+$55,042.94 
FN Fabrinet
+3.24%
+$16,420.15 
CXM Sprinklr Inc.
+3.17%
+$2,350.43 
ELV Elevance Health, Inc.
+3.16%
+$30,880.6 
INTC Intel Corporation
+3.16%
+$116,151 
DINO HF Sinclair Corporation
+3.02%
+$10,639.6 
MU Micron Technology, Inc.
+2.95%
+$362,462.06 
BF-A Brown-Forman Corporation
+2.95%
+$29,478.68 
WDC Western Digital Corporation
+2.85%
+$75,400.75 
PBF PBF Energy Inc.
+2.82%
+$9,415.35 
SANM Sanmina Corporation
+2.7%
+$9,847.32 
STX Seagate Technology Holdings plc
+2.67%
+$16,342.56 
DASH DoorDash, Inc.
+2.66%
+$8,400.85 
SPOT Spotify Technology S.A.
+2.64%
+$5,449.68 
PTEN Patterson-UTI Energy Inc.
+2.61%
+$2,919.17 
AXON Axon Enterprise, Inc.
+2.6%
+$12,769.38 
AKAM Akamai Technologies Inc.
+2.55%
+$5,385.6 
PLTR Palantir Technologies Inc.
+2.44%
+$59,073.47 
DDOG Datadog, Inc. Class A Common Stock
+2.4%
+$19,495.67 
NVTS Navitas Semiconductor Corporation
+2.33%
+$7,896.06 
FIX Comfort Systems USA, Inc.
+2.23%
+$36,221.22 
AVGO Broadcom Inc.
+2.23%
+$647,190.82 
LYB LyondellBasell Industries N.V.
+2.21%
+$3,673.24 
STRL Sterling Infrastructure, Inc.
+2.17%
+$15,204.09 
MANH Manhattan Associates Inc.
+2.14%
+$12,170.67 
MOH Molina Healthcare Inc.
+2.13%
+$10,329.6 
MPWR Monolithic Power Systems, Inc.
+2.08%
+$9,258.19 
TTMI TTM Technologies, Inc.
+2.04%
+$6,158.07 
DLB Dolby Laboratories Inc.
+2%
+$5,726.14 
EAT Brinker International Inc.
+1.99%
+$5,388.08 
SNOW Snowflake Inc.
+1.93%
+$7,545.21 
CIEN Ciena Corporation
+1.92%
+$16,076.86 
FLR Fluor Corporation
+1.91%
+$5,369.7 
HXL Hexcel Corporation
+1.89%
+$4,950.96 
CF CF Industries Holdings, Inc.
+1.87%
+$5,811.2 
SUN Sunoco L.P.
+1.8%
+$8,328.46 
UAL United Airlines Holdings, Inc.
+1.79%
+$9,114.91 
VLO Valero Energy Corporation
+1.77%
+$22,997.61 
MPC Marathon Petroleum Corporation
+1.75%
+$54,109.52 
WES Western Midstream Partners, LP
+1.75%
+$10,706.5 
GEV GE Vernova Inc.
+1.73%
+$49,766.58 
CAG Conagra Brands Inc.
+1.72%
+$2,487.49 
SMTC Semtech Corporation
+1.71%
+$12,243.24 
CBOE Cboe Global Markets Inc.
+1.7%
+$7,193.55 
DOCN DigitalOcean Holdings Inc.
+1.7%
+$6,674.08 
IBKR Interactive Brokers Group Inc.
+1.68%
+$11,637.12 
PSX Phillips 66
+1.68%
+$12,190.11 
SKYW SkyWest Inc.
+1.67%
+$4,651.02 
IBIT iShares Bitcoin Trust
+1.65%
+$3,701.4 
TWLO Twilio Inc.
+1.63%
+$6,530.62 
ISRG Intuitive Surgical, Inc.
+1.63%
+$12,605.62 
MSFT Microsoft Corp.
+1.6%
+$670,792.5 
PBR Petrobras S.A. Sponsored ADR
+1.59%
+$10,659.57 
CRM Salesforce Inc
+1.57%
+$25,506.58 
DOW Dow Inc.
+1.57%
+$3,055.47 
NBIX Neurocrine Biosciences Inc.
+1.57%
+$6,310.69 
BURL Burlington Stores Inc.
+1.54%
+$5,596.74 
NOC Northrop Grumman Corporation
+1.52%
+$11,974.32 
EFX Equifax Inc.
+1.52%
+$3,809.04 
VST Vistra Corp
+1.51%
+$5,962.86 
TSQ Townsquare Media Inc.
+1.51%
+$2,730 
PEB Pebblebrook Hotel Trust
+1.5%
+$4,801.4 
DPZ Domino's Pizza Inc.
+1.49%
+$3,717.04 
IGPT Invesco AI and Next Gen Software ETF
+1.46%
+$447,872.52 
JBL Jabil Inc.
+1.45%
+$4,933.73 
FISV Fiserv, Inc.
+1.41%
+$3,369.8 
ICE Intercontinental Exchange, Inc.
+1.41%
+$10,119.89 
WMB The Williams Companies, Inc.
+1.4%
+$11,149.75 
COP ConocoPhillips
+1.39%
+$16,216.36 
CPAY Corpay, Inc.
+1.37%
+$14,959.25 
EPD Enterprise Products Partners L.P.
+1.37%
+$4,507.12 
WEN The Wendy's Company
+1.35%
+$1,531.85 
MTZ MasTec, Inc. Common Stock
+1.34%
+$5,734.81 
CVX Chevron Corporation
+1.33%
+$74,112.8 
DRH DiamondRock Hospitality Company
+1.31%
+$2,694.45 
WDAY Workday Inc.
+1.31%
+$5,169.9 
EBAY eBay Inc.
+1.31%
+$11,605.73 
ALL Allstate Corporation
+1.3%
+$7,000.5 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.3%
+$4,535.49 
GOOG Alphabet Inc
+1.29%
+$208,798.17 
HAL Halliburton Company
+1.25%
+$3,687.64 
OXY Occidental Petroleum Corporation
+1.25%
+$5,900.59 
VRT Vertiv Holdings Co
+1.23%
+$5,094.24 
KMI Kinder Morgan, Inc.
+1.22%
+$8,896.98 
IT Gartner Inc.
+1.22%
+$2,281.14 
NOW ServiceNow, Inc.
+1.22%
+$13,051.08 
P Everpure Inc.
+1.2%
+$3,906.97 
ABT Abbott Laboratories
+1.2%
+$10,729.07 
CRWV CoreWeave, Inc.
+1.2%
+$9,293.68 
MOG-A Moog Inc.
+1.19%
+$4,015.44 
DT Dynatrace, Inc.
+1.18%
+$4,563.3 
EOG EOG Resources, Inc.
+1.18%
+$6,695.7 
GOOGL Alphabet Inc
+1.17%
+$261,607.39 
DLR Digital Realty Trust, Inc.
+1.16%
+$3,070.4 
BRBS Blue Ridge Bankshares Inc.
+1.16%
+$434 
SOXX iShares Semiconductor ETF
+1.15%
+$6,229.59 
MGM MGM Resorts International
+1.14%
+$4,924.5 
AIR AAR Corp.
+1.13%
+$3,005.53 
ITGR Integer Holdings Corporation
+1.13%
+$3,666.6 
LNG Cheniere Energy Inc.
+1.12%
+$3,696.34 
NPO EnPro Industries Inc.
+1.11%
+$2,856.85 
TMUS T-Mobile US, Inc.
+1.09%
+$7,039.2 
NRG NRG Energy, Inc.
+1.08%
+$2,431.11 
GPK Graphic Packaging Holding Company
+1.06%
+$2,307.7 
DV DoubleVerify Holdings Inc.
+1.05%
+$1,382.52 
FTI TechnipFMC plc
+1.03%
+$3,643.05 
OMC Omnicom Group Inc.
+0.99%
+$4,200.66 
ELME Elme Communities
+0.99%
+$706.65 
XLE Energy Select Sector SPDR Fund
+0.96%
+$16,983 
XOM Exxon Mobil Corporation
+0.95%
+$62,465.2 
DY Dycom Industries Inc.
+0.95%
+$4,875.17 
MUSA Murphy USA Inc.
+0.94%
+$2,376.87 
COKE Coca-Cola Consolidated Inc.
+0.94%
+$3,529.38 
DAR Darling Ingredients Inc.
+0.94%
+$2,370.03 
ICHR Ichor Holdings Ltd.
+0.94%
+$12,726.27 
BAI iShares A.I. Innovation and Tech Active ETF
+0.93%
+$24,596.26 
SITM SiTime Corporation
+0.91%
+$11,271.6 
IYE iShares U.S. Energy ETF
+0.91%
+$5,532.8 
PTF Invesco Dorsey Wright Technology ETF
+0.89%
+$2,670 
IBM International Business Machines Corporation
+0.88%
+$34,061.84 
PTC PTC Inc.
+0.87%
+$1,645.69 
IGV iShares Expanded Tech-Software Sector ETF
+0.84%
+$2,758.86 
SPXC Spx Technologies Inc.
+0.82%
+$3,325.14 
HII Huntington Ingalls Industries Inc.
+0.82%
+$2,643.16 
AMZN Amazon.com Inc
+0.8%
+$201,843.18 
TXN Texas Instruments Inc
+0.8%
+$9,455.8 
ACN Accenture plc Class A
+0.79%
+$6,459.28 
DVN Devon Energy Corporation
+0.79%
+$2,780.01 
PGR Progressive Corporation
+0.78%
+$10,319.85 
PWR Quanta Services Inc.
+0.77%
+$6,154.65 
CI The Cigna Group
+0.77%
+$6,620.67 
V Visa Inc. Class A
+0.74%
+$42,498.82 
TSN Tyson Foods Inc.
+0.74%
+$1,680.87 
KTOS Kratos Defense & Security Solutions, Inc.
+0.73%
+$1,322.58 
SCHW Charles Schwab Corporation
+0.71%
+$8,808.48 
FIS Fidelity National Information Services, Inc.
+0.69%
+$4,648.12 
AROC Archrock Inc.
+0.69%
+$1,804.38 
CNR Core Natural Resources, Inc.
+0.68%
+$1,259.44 
LYV Live Nation Entertainment, Inc.
+0.67%
+$2,128.37 
MDT Medtronic plc
+0.67%
+$7,028.52 
RTX RTX Corporation
+0.67%
+$20,925.09 
T AT&T Inc.
+0.67%
+$7,522.45 
ANET Arista Networks, Inc.
+0.66%
+$9,474.08 
FCX Freeport-McMoRan Inc.
+0.65%
+$5,213.98 
FTNT Fortinet Inc.
+0.65%
+$10,275.3 
MTUM iShares MSCI USA Momentum Factor ETF
+0.64%
+$158,664.2 
FANG Diamondback Energy Inc
+0.63%
+$2,271.68 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.63%
+$2,459.3 
ESE Esco Technologies Inc.
+0.63%
+$1,842 
DSL DoubleLine Income Solutions Fund
+0.61%
+$1,592.5 
XAR SPDR S&P Aerospace & Defense ETF
+0.61%
+$1,286.78 
LSCC Lattice Semiconductor Corporation
+0.61%
+$3,806.95 
INTU Intuit Inc.
+0.59%
+$4,788.51 
SLV iShares Silver Trust
+0.59%
+$2,108.7 
BP BP p.l.c. Sponsored ADR
+0.58%
+$1,385.96 
PSLV Sprott Physical Silver Trust
+0.58%
+$3,295.64 
RMBS Rambus Inc.
+0.58%
+$1,752.08 
HON Honeywell International Inc.
+0.56%
+$4,140.98 
IYW iShares U.S. Technology ETF
+0.56%
+$12,303.36 
THG Hanover Insurance Group, Inc.
+0.56%
+$2,132.48 
PAYX Paychex Inc.
+0.55%
+$9,098.91 
PYPL PayPal Holdings Inc
+0.53%
+$2,397 
BOX Box Inc.
+0.53%
+$1,664.32 
DOCU DocuSign Inc.
+0.52%
+$2,292.4 
MKTX MarketAxess Holdings Inc.
+0.52%
+$1,667.61 
MKL Markel Group Inc.
+0.52%
+$1,340.12 
XLK State Street Technology Select Sector SPDR ETF
+0.52%
+$5,885.88 
CASY Casey's General Stores Inc.
+0.5%
+$2,764.88 
FMC FMC Corporation
+0.5%
+$567.86 
NVT nVent Electric plc
+0.5%
+$3,725.26 
FLEX Flex Ltd.
+0.49%
+$1,945.23 
FOX Fox Corporation Class B Common Stock
+0.49%
+$1,187.28 
GD General Dynamics Corporation
+0.49%
+$5,392.78 
JKHY Jack Henry & Associates, Inc.
+0.49%
+$1,177.5 
CW Curtiss-Wright Corporation
+0.49%
+$1,923.08 
IBN ICICI Bank Limited Sponsored ADR
+0.49%
+$1,179.14 
ENSG The Ensign Group, Inc.
+0.48%
+$1,755.15 
MA Mastercard Incorporated
+0.48%
+$22,609.43 
VGT Vanguard Information Technology ETF
+0.47%
+$5,634.96 
HLT Hilton Worldwide Holdings Inc.
+0.46%
+$2,400.51 
DUK Duke Energy Corporation
+0.46%
+$6,592.62 
ETN Eaton Corporation plc
+0.45%
+$5,256.21 
GNW Genworth Financial Inc.
+0.45%
+$543.51 
TJX The TJX Companies, Inc.
+0.44%
+$10,550.2 
TMHC Taylor Morrison Home Corporation
+0.44%
+$1,586.65 
DLY DoubleLine Yield Opportunities Fund
+0.43%
+$5,346.66 
OKE ONEOK, Inc.
+0.43%
+$2,257.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.42%
+$16,557.12 
AOSL Alpha and Omega Semiconductor Limited
+0.41%
+$2,310.92 
NFG National Fuel Gas Company
+0.41%
+$1,101.14 
CEG Constellation Energy Corporation
+0.41%
+$2,400.32 
LULU lululemon athletica inc.
+0.4%
+$683.85 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$1,525.58 
ROST Ross Stores, Inc.
+0.4%
+$2,329.09 
CME CME Group Inc.
+0.39%
+$4,253.69 
TM Toyota Motor Corporation
+0.39%
+$1,049.49 
THC Tenet Healthcare Corporation
+0.39%
+$1,333.52 
ALLE Allegion plc
+0.38%
+$847.87 
OTIS Otis Worldwide Corporation
+0.37%
+$958.92 
CDNS Cadence Design Systems, Inc.
+0.37%
+$2,999.92 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.37%
+$809.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$3,145.44 
TXNM TxnM Energy Inc.
+0.37%
+$955.5 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$22,980.21 
CMCSA Comcast Corp
+0.36%
+$2,749.32 
BCAT BlackRock Capital Allocation Trust
+0.36%
+$550 
QQQM Invesco NASDAQ 100 ETF
+0.35%
+$73,848.01 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.35%
+$4,247.6 
PCOR Procore Technologies Inc.
+0.35%
+$1,029.6 
NVDA NVIDIA Corporation
+0.34%
+$154,673.33 
QQQI Neos NASDAQ-100 High Income ETF
+0.33%
+$966.24 
LDOS Leidos Holdings Inc.
+0.33%
+$499.45 
MMM 3M Company
+0.33%
+$2,755.48 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.32%
+$9,552.89 
IXP iShares Global Comm Services ETF
+0.32%
+$8,154.06 
VRSK Verisk Analytics Inc.
+0.32%
+$881.94 
WELL Welltower Inc.
+0.31%
+$3,306 
EXEL Exelixis Inc.
+0.28%
+$1,140.01 
QQMG Invesco ESG Nasdaq 100 ETF
+0.27%
+$9,373.91 
IWP iShares Russell Mid-Cap Growth ETF
+0.26%
+$877.56 
AR Antero Resources Corporation
+0.25%
+$801.38 
HAS Hasbro Inc.
+0.24%
+$548.8 
SYK Stryker Corporation
+0.24%
+$2,326.77 
IWF iShares Russell 1000 Growth ETF
+0.23%
+$6,406.4 
ISPY ProShares S&P High Income ETF
+0.23%
+$570.46 
ROP Roper Technologies Inc.
+0.23%
+$1,161.72 
APD Air Products and Chemicals, Inc.
+0.23%
+$596.35 
ACGL Arch Capital Group Ltd
+0.23%
+$714.84 
AVEM Avantis Emerging Markets Equity ETF
+0.22%
+$1,155.18 
APA APA Corporation
+0.21%
+$690.75 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.21%
+$2,493.92 
IWY iShares Russell Top 200 Growth ETF
+0.21%
+$18,049.87 
PCG PG&E Corporation
+0.2%
+$1,045.41 
LHX L3Harris Technologies, Inc.
+0.2%
+$1,508.1 
NTNX Nutanix, Inc.
+0.18%
+$989.9 
BUFQ FT Nasdaq Buffer ETF July.
+0.18%
+$710.36 
VVR Invesco Senior Income Trust
+0.17%
+$105.75 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.16%
+$962.12 
CPK Chesapeake Utilities Corporation
+0.16%
+$447.93 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$3,342.51 
HST Host Hotels & Resorts Inc.
+0.15%
+$452.31 
LMT Lockheed Martin Corporation
+0.14%
+$1,593.96 
VLUE iShares MSCI USA Value Factor ETF
+0.14%
+$2,343.33 
TTE TotalEnergies SE
+0.14%
+$336.03 
FICO Fair Isaac Corporation
+0.13%
+$974.74 
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs
+0.13%
+$180 
RAAX VanEck Real Assets ETF
+0.13%
+$998.7 
VUG Vanguard Growth ETF
+0.12%
+$500.22 
RNR Renaissancere Holdings Ltd.
+0.12%
+$615.81 
XLC Communication Services Select Sector SPDR Fund
+0.12%
+$357.63 
EA Electronic Arts Inc.
+0.12%
+$637.65 
PCQ PIMCO California Municipal Income Fund
+0.11%
+$170 
JQUA JPMorgan U.S. Quality Factor ETF
+0.11%
+$640.64 
CPRT Copart Inc.
+0.11%
+$293.79 
BR Broadridge Financial Solutions, Inc.
+0.11%
+$219.52 
PDP Invesco Dorsey Wright Momentum ETF
+0.11%
+$485.61 
EC Ecopetrol S.A. Sponsored ADR
+0.09%
+$172.5 
EQIX Equinix, Inc.
+0.09%
+$845.24 
DSI iShares MSCI KLD 400 Social ETF
+0.09%
+$312.96 
BNY BlackRock New York Municipal Income Trust
+0.08%
+$576.94 
HEDG Equable Shares Hedged Equity ETF
+0.08%
+$22,543.08 
MKSI MKS Instruments Inc.
+0.08%
+$1,793.07 
FBP First BanCorp Puerto Rico
+0.07%
+$228.1 
PGX Invesco Preferred ETF
+0.07%
+$242.52 
CNC Centene Corporation
+0.06%
+$626.84 
MTDR Matador Resources Company
+0.06%
+$137.61 
KO The Coca-Cola Company
+0.06%
+$1,277.23 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.05%
+$152.16 
KVUE Kenvue Inc.
+0.05%
+$172.03 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.05%
+$1,221.1 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.05%
+$1,282.09 
USB U.S. Bancorp
+0.05%
+$383.88 
CVS CVS Health Corporation
+0.05%
+$492.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.05%
+$542.25 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$4,819.95 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$162.7 
BSX Boston Scientific Corporation
+0.03%
+$211.83 
TXT Textron Inc.
+0.03%
+$80.07 
QCOM QUALCOMM Incorporated
+0.02%
+$252.56 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.02%
+$67.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$82.8 
META Meta Platforms Inc Class A
+0.01%
+$1,877.47 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$439.67 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$216.56 
PEN Penumbra Inc.
+0.01%
+$29.22 
ONTO Onto Innovation Inc.
+0.01%
+$27.06 
PANW Palo Alto Networks, Inc.
0%
+$161.97 
AINP
0%
$0 
AL Air Lease Corporation
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BLD TopBuild Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EFIV SPDR S&P 500 ESG ETF
0%
+$2.77 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
NYT New York Times Co.
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WSR Whitestone REIT
0%
$0 
MEC Mayville Engineering Company, Inc.
-5.34%
-$72,939.9 
GPI Group 1 Automotive Inc.
-5.24%
-$10,640.84 
CSL Carlisle Companies Inc.
-4.46%
-$11,765.46 
CMG Chipotle Mexican Grill, Inc.
-4.15%
-$13,707.98 
TCPC BlackRock TCP Capital Corp.
-3.78%
-$1,353.25 
UPS United Parcel Service, Inc.
-3.69%
-$34,699.95 
AVTR Avantor Inc.
-3.57%
-$4,005.3 
RS Reliance Inc.
-3.42%
-$15,627.15 
DHI D.R. Horton, Inc.
-3.33%
-$12,106.38 
ARES Ares Management Corporation
-3.28%
-$9,867.4 
ARWR Arrowhead Pharmaceuticals Inc.
-3.18%
-$10,751.29 
MDGL Madrigal Pharmaceuticals, Inc.
-3.18%
-$225,854.16 
VMC Vulcan Materials Company
-3.07%
-$8,239.8 
TFC Truist Financial Corporation
-2.98%
-$18,014.72 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.92%
-$12,475.68 
URI United Rentals, Inc.
-2.89%
-$27,279.63 
DECK Deckers Outdoor Corporation
-2.87%
-$13,335.48 
CG The Carlyle Group Inc.
-2.83%
-$22,803.57 
ORCL Oracle Corporation
-2.83%
-$66,076.06 
BX Blackstone Inc.
-2.81%
-$18,932.08 
DRI Darden Restaurants, Inc.
-2.77%
-$13,106.5 
WBD Warner Bros. Discovery, Inc.
-2.73%
-$7,588.87 
TOL Toll Brothers Inc
-2.64%
-$7,158.96 
FSLR First Solar, Inc.
-2.61%
-$9,627.73 
FLS Flowserve Corporation
-2.58%
-$4,839.18 
TSLA Tesla, Inc.
-2.54%
-$250,210.99 
LECO Lincoln Electric Holdings, Inc.
-2.52%
-$6,568.68 
FAST Fastenal Co.
-2.51%
-$16,186.86 
GE General Electric Company
-2.5%
-$82,850.43 
AAPL Apple Inc.
-2.48%
-$7.25M 
DELL Dell Technologies Inc.
-2.47%
-$36,479.4 
ALB Albemarle Corporation
-2.45%
-$4,051.3 
EMR Emerson Electric Co.
-2.39%
-$10,808.74 
SW Smurfit WestRock PLC
-2.35%
-$5,361.2 
TD The Toronto-Dominion Bank
-2.33%
-$10,573.52 
LLY Eli Lilly and Company
-2.33%
-$205,303.01 
AZN AstraZeneca PLC American Depositary Shares
-2.32%
-$13,841.52 
NUE Nucor Corporation
-2.31%
-$7,630.65 
WU Western Union Co.
-2.31%
-$2,856.68 
MS Morgan Stanley
-2.23%
-$40,182.66 
NFLX Netflix, Inc.
-2.2%
-$64,213.92 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.19%
-$12,654.62 
MRK Merck & Co., Inc.
-2.17%
-$88,538.04 
GWW W.W. Grainger, Inc.
-2.15%
-$11,452.88 
RUN Sunrun Inc.
-2.15%
-$11,468.11 
LRCX Lam Research Corporation
-2.15%
-$59,708.56 
EVR Evercore Inc.
-2.11%
-$15,782.71 
NVS Novartis AG Sponsored ADR
-2.1%
-$11,853.04 
HD The Home Depot, Inc.
-2.06%
-$144,280.59 
PSMT PriceSmart Inc.
-2.06%
-$6,717.82 
OWL Blue Owl Capital Inc.
-2.05%
-$9,212.97 
WTS Watts Water Technologies Inc.
-2.05%
-$7,323.97 
LOW Lowe's Companies Inc.
-2.04%
-$23,958.24 
WSM Williams-Sonoma, Inc.
-2.02%
-$5,590.47 
OC Owens Corning
-2.02%
-$6,945.5 
CENX Century Aluminum Company
-2%
-$5,268.01 
CCK Crown Holdings Inc.
-1.99%
-$6,442.45 
DOV Dover Corporation
-1.98%
-$4,561.1 
FDX FedEx Corporation
-1.98%
-$26,265 
INDI Indie Semiconductor, Inc.
-1.96%
-$8,626.35 
DE Deere & Company
-1.95%
-$36,138.14 
SAIA Saia, Inc.
-1.94%
-$8,056 
AA Alcoa Corporation
-1.93%
-$5,330.35 
JLL Jones Lang LaSalle Inc.
-1.93%
-$4,574.46 
BKNG Booking Holdings Inc.
-1.92%
-$10,266 
FCNCA First Citizens BancShares, Inc.
-1.91%
-$6,847.02 
FNF Fidelity National Financial, Inc.
-1.91%
-$14,975.73 
STLD Steel Dynamics Inc.
-1.9%
-$6,773.76 
AMT American Tower Corporation
-1.89%
-$5,543.67 
BCS Barclays PLC Sponsored ADR
-1.89%
-$5,388.6 
CAT Caterpillar Inc.
-1.88%
-$85,667.42 
BIIB Biogen Inc.
-1.87%
-$6,135.13 
BMO Bank of Montreal
-1.87%
-$29,053 
INCY Incyte Corporation
-1.85%
-$7,085.19 
XYL Xylem Inc.
-1.84%
-$10,683.02 
NGG National Grid plc Sponsored ADR
-1.83%
-$6,018.73 
LEN Lennar Corporation
-1.82%
-$4,323.78 
SFBS ServisFirst Bancshares Inc.
-1.82%
-$4,566.39 
KLAC KLA Corporation
-1.8%
-$83,366.4 
HOMB Home BancShares Inc.
-1.8%
-$4,260.63 
NEOG Neogen Corporation
-1.8%
-$2,664.55 
CCI Crown Castle Inc.
-1.8%
-$4,169.55 
BA Boeing Company
-1.8%
-$26,118.4 
IEX IDEX Corporation
-1.78%
-$4,292 
MNST Monster Beverage Corporation
-1.77%
-$13,865.95 
PFG Principal Financial Group, Inc.
-1.77%
-$4,765.18 
UNP Union Pacific Corporation
-1.77%
-$41,999.1 
XPO XPO Inc.
-1.77%
-$7,337.8 
CARR Carrier Global Corporation
-1.76%
-$8,023.51 
MP MP Materials Corp.
-1.72%
-$3,565.38 
CL Colgate-Palmolive Company
-1.72%
-$17,171.2 
NWL Newell Brands Inc.
-1.72%
-$1,696.5 
LIVN LivaNova PLC
-1.72%
-$5,030.17 
CBRE CBRE Group Inc.
-1.72%
-$4,007.54 
BDX Becton, Dickinson and Company
-1.71%
-$10,697.4 
WMT Walmart Inc.
-1.71%
-$90,437.1 
VLY Valley National Bancorp
-1.71%
-$3,975.96 
SHW The Sherwin-Williams Company
-1.7%
-$9,973.12 
COLB Columbia Banking System, Inc.
-1.69%
-$4,780.16 
AZO AutoZone Inc.
-1.68%
-$4,656.02 
ATR AptarGroup, Inc.
-1.67%
-$4,426.63 
CTAS Cintas Corporation
-1.66%
-$8,962.4 
ITW Illinois Tool Works Inc.
-1.66%
-$12,319.56 
PLD Prologis Inc.
-1.65%
-$18,184.14 
FHN First Horizon Corporation
-1.65%
-$4,539.85 
CSX CSX Corporation
-1.65%
-$11,715.05 
HWC Hancock Whitney Corporation
-1.64%
-$5,232.52 
ECL Ecolab Inc.
-1.62%
-$9,728.42 
MTX Minerals Technologies Inc.
-1.61%
-$3,967.59 
ORLY O'Reilly Automotive Inc.
-1.61%
-$10,949.03 
ABCB Ameris Bancorp
-1.61%
-$6,381.67 
GVA Granite Construction Incorporated
-1.61%
-$6,348 
PEP PepsiCo, Inc.
-1.61%
-$484,701.62 
PNFP Pinnacle Financial Partners Inc.
-1.6%
-$6,376.32 
SNX TD Synnex Corporation
-1.58%
-$6,819.98 
JNJ Johnson & Johnson
-1.55%
-$27.47M 
USFD US Foods Holding Corp
-1.55%
-$7,628.85 
INVA Innoviva Inc.
-1.54%
-$3,271.83 
DIS The Walt Disney Company
-1.54%
-$27,069 
KNX Knight-Swift Transportation Holdings Inc.
-1.51%
-$5,556.4 
SAN Banco Santander S.A. Sponsored ADR
-1.51%
-$3,291.89 
F Ford Motor Company
-1.51%
-$13,477.49 
RIO Rio Tinto Plc Sponsored ADR
-1.51%
-$4,266.32 
PIPR Piper Sandler Companies
-1.5%
-$3,457.9 
CCL Carnival Corporation Ltd.
-1.5%
-$3,913.66 
LII Lennox International Inc.
-1.46%
-$9,416.72 
TCBI Texas Capital Bancshares Inc.
-1.46%
-$3,745.4 
WAB Wabtec Corporation
-1.46%
-$5,450.08 
AWK American Water Works Company, Inc.
-1.45%
-$3,426.06 
SCI Service Corporation International
-1.44%
-$4,255.96 
NSC Norfolk Southern Corporation
-1.42%
-$6,521.37 
VRTX Vertex Pharmaceuticals Incorporated
-1.41%
-$14,636.69 
PPG PPG Industries Inc.
-1.38%
-$5,741.28 
SFM Sprouts Farmers Market, Inc.
-1.36%
-$2,688.63 
GUG Guggenheim Active Allocation Fund
-1.34%
-$7,026.58 
JXN Jackson Financial Inc.
-1.32%
-$6,417.56 
CTRE CareTrust REIT Inc.
-1.31%
-$3,892.56 
STE STERIS plc
-1.28%
-$3,057.73 
GRMN Garmin Ltd.
-1.28%
-$3,741.87 
SNPS Synopsys, Inc.
-1.28%
-$4,905 
NXT Nextracker Inc.
-1.27%
-$2,361.74 
SATS EchoStar Corporation
-1.27%
-$4,213.17 
PATK Patrick Industries Inc.
-1.27%
-$2,356.61 
WFC Wells Fargo & Company
-1.27%
-$34,504.35 
MIST Milestone Pharmaceuticals Inc.
-1.27%
-$300 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$7,308.29 
FSS Federal Signal Corp.
-1.26%
-$3,463.26 
ED Consolidated Edison, Inc.
-1.24%
-$12,227.17 
CMS CMS Energy Corporation
-1.24%
-$4,815.72 
NKE Nike, Inc. - Class B
-1.23%
-$2,788.56 
NVR NVR, Inc.
-1.23%
-$12,010.55 
MDLZ Mondelez International, Inc.
-1.22%
-$9,211.18 
UTHR United Therapeutics Corporation
-1.22%
-$6,689.52 
OHI Omega Healthcare Investors Inc.
-1.22%
-$4,948.32 
KDP Keurig Dr Pepper Inc.
-1.21%
-$5,889.37 
TTC The Toro Company
-1.21%
-$2,945.76 
ODFL Old Dominion Freight Line, Inc.
-1.2%
-$5,788.6 
AWR American States Water Co.
-1.2%
-$4,479.02 
AMSC American Superconductor Corporation
-1.19%
-$12,222.76 
LYG Lloyds Banking Group Plc ADR
-1.17%
-$759.22 
AME Ametek Inc.
-1.16%
-$6,979.5 
CROX Crocs, Inc.
-1.16%
-$4,108.56 
WST West Pharmaceutical Services, Inc.
-1.14%
-$3,353.8 
BWA BorgWarner Inc.
-1.14%
-$4,722.92 
LNC Lincoln National Corporation
-1.14%
-$3,843.36 
D Dominion Energy, Inc.
-1.13%
-$5,632.59 
AON Aon plc
-1.12%
-$7,069.9 
AVY Avery Dennison Corporation
-1.1%
-$2,173.57 
SHEL Shell plc
-1.1%
-$8,290.56 
NEE NextEra Energy, Inc.
-1.09%
-$22,713.52 
BLK BlackRock, Inc.
-1.08%
-$15,941.23 
TDS Telephone and Data Systems, Inc.
-1.08%
-$2,281.05 
ILMN Illumina, Inc.
-1.08%
-$4,785.81 
BCC Boise Cascade Company
-1.07%
-$2,315.7 
IFF International Flavors & Fragrances Inc.
-1.07%
-$3,201.24 
MLI Mueller Industries Inc.
-1.07%
-$3,213.1 
WTRG Essential Utilities Inc.
-1.07%
-$2,989.03 
JAZZ Jazz Pharmaceuticals plc
-1.07%
-$3,454.86 
IDA Idacorp Inc.
-1.07%
-$8,058.12 
PPL PPL Corporation
-1.06%
-$2,816.18 
PFE Pfizer Inc.
-1.06%
-$15,252.6 
MCO Moody's Corporation
-1.06%
-$6,852.6 
GS The Goldman Sachs Group, Inc.
-1.05%
-$35,264.25 
EQT EQT Corporation
-1.05%
-$3,408.08 
ELS Equity Lifestyle Properties Inc.
-1.03%
-$2,976.07 
VTRS Viatris Inc.
-1.01%
-$3,108.18 
LNT Alliant Energy Corporation
-1.01%
-$2,471.11 
IDXX IDEXX Laboratories, Inc.
-1%
-$2,536.5 
SNA Snap-on Inc.
-0.99%
-$9,000.48 
CCNE CNB Financial Corporation
-0.99%
-$5,059.2 
MEDP Medpace Holdings Inc.
-0.99%
-$4,386.59 
AEP American Electric Power Company, Inc.
-0.98%
-$8,485.1 
GILD Gilead Sciences Inc.
-0.98%
-$15,509.11 
PG Procter & Gamble Co
-0.98%
-$45,693.35 
TNA Direxion Daily Small Cap Bull 3X Shares
-0.97%
-$4,080.6 
EXC Exelon Corporation
-0.96%
-$5,105.04 
EXE Expand Energy Corporation
-0.96%
-$1,631.69 
BAC Bank of America Corporation
-0.95%
-$37,097.78 
CAH Cardinal Health Inc.
-0.94%
-$2,939.76 
DAN Dana Inc.
-0.94%
-$1,834 
TPR Tapestry Inc.
-0.94%
-$3,433.1 
PCAR PACCAR Inc.
-0.94%
-$9,170.96 
CNO CNO Financial Group Inc.
-0.93%
-$2,479 
FCN Fti Consulting Inc.
-0.93%
-$2,648.54 
WEC WEC Energy Group Inc.
-0.93%
-$6,575.1 
XLV Health Care Select Sector SPDR Fund
-0.91%
-$10,996.32 
ROK Rockwell Automation, Inc.
-0.91%
-$2,779.51 
AEE Ameren Corporation
-0.91%
-$2,333.1 
ETR Entergy Corporation
-0.9%
-$4,398.24 
ADBE Adobe Inc.
-0.9%
-$12,709.71 
ES Eversource Energy
-0.9%
-$1,997.94 
O Realty Income Corporation
-0.9%
-$4,546.54 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.9%
-$44,541.81 
MCK McKesson Corporation
-0.89%
-$9,935.73 
JSTC Adasina Social Justice All Cap Global ETF
-0.89%
-$19,117 
PSA Public Storage Common Stock
-0.89%
-$3,293.76 
RSG Republic Services, Inc.
-0.89%
-$5,628.29 
HBAN Huntington Bancshares Incorporated
-0.88%
-$4,640 
COST Costco Wholesale Corporation
-0.88%
-$55,398.15 
RMD ResMed Inc.
-0.87%
-$1,653 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$2,633.1 
LYFT Lyft Inc.
-0.87%
-$3,622.32 
ROL Rollins, Inc.
-0.86%
-$2,534.22 
DHR Danaher Corporation
-0.86%
-$13,429.5 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$17,340.88 
AEIS Advanced Energy Industries Inc.
-0.84%
-$3,357.3 
BALL Ball Corp.
-0.84%
-$2,828.61 
OUT OUTFRONT Media Inc.
-0.84%
-$3,284.96 
PH Parker-Hannifin Corporation
-0.84%
-$6,130.7 
EWBC East West Bancorp Inc.
-0.82%
-$3,482.07 
AXP American Express Company
-0.82%
-$53,693.14 
JPM JPMorgan Chase & Co.
-0.82%
-$104,605.47 
TECK Teck Resources Ltd.
-0.82%
-$1,797.75 
SBUX Starbucks Corporation
-0.81%
-$9,295.74 
ACIW ACI Worldwide, Inc.
-0.81%
-$2,329.34 
PB Prosperity Bancshares Inc.
-0.81%
-$2,164.61 
VALE Vale S.A.
-0.81%
-$1,434.16 
TRV The Travelers Companies, Inc.
-0.81%
-$7,885.35 
FITB Fifth Third Bancorp
-0.8%
-$3,550.74 
TLT iShares 20+ Year Treasury Bond ETF
-0.8%
-$189,375.3 
CMI Cummins Inc.
-0.8%
-$4,503.09 
CFG Citizens Financial Group, Inc.
-0.79%
-$3,122.25 
IFRA iShares U.S. Infrastructure
-0.79%
-$2,286.78 
ITT Itt Inc.
-0.77%
-$2,270.78 
ABNB Airbnb, Inc.
-0.77%
-$5,164.27 
UFPI UFP Industries, Inc.
-0.77%
-$2,383.96 
WBS Webster Financial Corporation
-0.76%
-$4,006.03 
COR Cencora, Inc.
-0.75%
-$6,428.7 
EFG iShares MSCI EAFE Growth ETF
-0.75%
-$32,315.76 
DFIV Dimensional International Value ETF
-0.74%
-$2,179.16 
SYY Sysco Corporation
-0.74%
-$5,105.6 
CACI Caci International Inc.
-0.74%
-$1,981.21 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.74%
-$48,371.72 
ARW Arrow Electronics Inc.
-0.74%
-$2,611.36 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$5,640.43 
LAMR Lamar Advertising Company
-0.73%
-$2,682.14 
VSTS Vestis Corporation
-0.73%
-$1,257.12 
SO The Southern Company
-0.72%
-$5,003.19 
GM General Motors Company
-0.72%
-$7,307.3 
RGLD Royal Gold Inc.
-0.72%
-$1,470.16 
SPLV Invesco S&P 500 Low Volatility ETF
-0.71%
-$4,207.94 
VGLT Vanguard Long-Term Treasury Fund
-0.71%
-$2,857.47 
DMO Western Asset Mortgage Defined Opportunity Fund
-0.7%
-$2,163.75 
ADC Agree Realty Corporation
-0.7%
-$5,378.23 
CLX The Clorox Company
-0.69%
-$2,638.72 
UBER Uber Technologies, Inc.
-0.68%
-$5,641.86 
SBRA Sabra Health Care REIT, Inc.
-0.67%
-$1,917.54 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$11,411.84 
PRU Prudential Financial, Inc.
-0.66%
-$6,117.76 
AIG American International Group Inc.
-0.66%
-$1,860.3 
AVDE Avantis International Equity ETF
-0.66%
-$204,717.24 
UNH UnitedHealth Group Incorporated
-0.65%
-$15,178.25 
PIO Invesco Global Water ETF
-0.65%
-$2,012.6 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$13,151.1 
CNP CenterPoint Energy Inc.
-0.65%
-$2,432.08 
SKT Tanger Factory Outlet Centers, Inc.
-0.65%
-$1,858.68 
GTO Invesco Total Return Bond ETF
-0.64%
-$114,233.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.64%
-$1,602.74 
IYR iShares U.S. Real Estate ETF
-0.64%
-$1,626.56 
OGS One Gas Inc.
-0.64%
-$1,425.45 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$2,069.49 
POWL Powell Industries Inc.
-0.64%
-$5,270.32 
EFV iShares MSCI EAFE Value ETF
-0.63%
-$5,536.08 
AVSD Avantis Responsible International Equity ETF
-0.63%
-$5,513.2 
MRSH Marsh & McLennan Companies, Inc.
-0.63%
-$7,315.38 
AVT Avnet Inc.
-0.62%
-$4,942.33 
EVRG Evergy Inc.
-0.62%
-$1,873.04 
TT Trane Technologies plc
-0.62%
-$3,738.15 
VYMI Vanguard International High Dividend Yield Index Fund
-0.61%
-$2,479.07 
BMY Bristol-Myers Squibb Company
-0.61%
-$7,709.69 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$2,254.67 
ATI ATI Inc.
-0.6%
-$5,598.88 
MSCI MSCI Inc.
-0.59%
-$3,336.07 
TYL Tyler Technologies Inc.
-0.59%
-$1,805.01 
DVY iShares Select Dividend ETF
-0.59%
-$2,980.8 
ABBV AbbVie Inc.
-0.58%
-$37,142.72 
SABR Sabre Corporation
-0.58%
-$100.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$13,466.4 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.57%
-$199,911.51 
BMI Badger Meter Inc.
-0.57%
-$1,193.4 
GLW Corning Incorporated
-0.57%
-$3,348.4 
DGRO iShares Core Dividend Growth ETF
-0.56%
-$1,631.68 
TXRH Texas Roadhouse Inc.
-0.56%
-$1,617.27 
SUPN Supernus Pharmaceuticals Inc.
-0.56%
-$1,231.74 
FNDF Schwab Fundamental International Large Company Index ETF
-0.55%
-$1,448.26 
EXR Extra Space Storage Inc.
-0.55%
-$1,540.62 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$7,747.74 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.54%
-$1,900.32 
HWM Howmet Aerospace Inc.
-0.53%
-$1,376.43 
JCI Johnson Controls International plc
-0.53%
-$5,048.25 
REG Regency Centers Corporation
-0.53%
-$1,970.32 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$153,261.2 
CFFN Capitol Federal Financial, Inc.
-0.52%
-$713.52 
JBHT J.B. Hunt Transport Services, Inc.
-0.52%
-$2,694.47 
PDI Pimco Dynamic Income Fund
-0.52%
-$4,493.19 
VICI Vici Properties Inc.
-0.5%
-$2,437.7 
AFL Aflac Inc.
-0.5%
-$3,211.25 
AMGN Amgen Inc.
-0.5%
-$10,739.27 
GL Globe Life Inc.
-0.49%
-$2,275.91 
BKLN Invesco Senior Loan ETF
-0.49%
-$992.5 
ZYME Zymeworks Inc.
-0.49%
-$3,430.8 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.49%
-$6,913.98 
HURA TuHURA Biosciences, Inc.
-0.48%
-$118.43 
REGN Regeneron Pharmaceuticals, Inc.
-0.48%
-$5,125.63 
SLB Schlumberger Limited
-0.48%
-$4,498.2 
WPC W. P. Carey Inc.
-0.47%
-$1,379.88 
ATO Atmos Energy Corporation
-0.47%
-$1,968.12 
CHD Church & Dwight Co., Inc.
-0.47%
-$1,529.04 
SCHF Schwab International Equity ETF
-0.46%
-$1,256.37 
BTI British American Tobacco p.l.c. ADR
-0.46%
-$2,953.94 
WSO Watsco Inc.
-0.46%
-$1,077.8 
VPV Invesco Pennsylvania Value Municipal Income Trust
-0.46%
-$1,000.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$105,859.79 
CRUS Cirrus Logic, Inc.
-0.45%
-$1,080.21 
WTFC Wintrust Financial Corporation
-0.45%
-$1,876.45 
CWCO Consolidated Water Co. Ltd.
-0.45%
-$1,228.89 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$4,484.85 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.43%
-$952.02 
ZTS Zoetis Inc.
-0.43%
-$896.28 
IWD iShares Russell 1000 Value ETF
-0.43%
-$4,430.4 
ADSK Autodesk, Inc.
-0.43%
-$3,002.04 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$97,989 
XLF Financial Select Sector SPDR Fund
-0.41%
-$1,276.73 
EW Edwards Lifesciences Corporation
-0.41%
-$2,215.15 
DG Dollar General Corporation
-0.41%
-$1,902.81 
EGP EastGroup Properties Inc.
-0.4%
-$955.67 
YUM Yum! Brands, Inc.
-0.4%
-$1,745.64 
EDF Virtus Stone Harbor Emerging Markets Income Fund
-0.39%
-$2,020 
VB Vanguard Small-Cap ETF
-0.39%
-$1,894.03 
MCD McDonald's Corporation
-0.38%
-$14,531.06 
AMAT Applied Materials, Inc.
-0.38%
-$21,893.98 
PECO Phillips Edison & Company, Inc.
-0.37%
-$1,694.22 
VTV Vanguard Value ETF
-0.37%
-$947.7 
WDI Western Asset Diversified Income Fund
-0.37%
-$1,200 
AVUV Avantis U.S. Small Cap Value ETF
-0.37%
-$46,978.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$6,630.21 
HRB H&R Block Inc.
-0.36%
-$1,931.85 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$928.2 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$881.44 
BYND Beyond Meat Inc.
-0.34%
-$23.83 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.34%
-$1,561.98 
EIX Edison International
-0.34%
-$1,850.42 
HCA HCA Healthcare Inc.
-0.33%
-$1,762.36 
SR Spire Inc.
-0.33%
-$694.17 
IGEB iShares Investment Grade Corporate Bond ETF
-0.33%
-$1,131.72 
KIM Kimco Realty Corporation
-0.33%
-$769.08 
APH Amphenol Corporation
-0.32%
-$2,372.09 
BRO Brown & Brown Inc.
-0.32%
-$1,209.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.32%
-$1,869.61 
CSCO Cisco Systems, Inc.
-0.32%
-$14,421.96 
IWM iShares Russell 2000 ETF
-0.32%
-$844.1 
AMP Ameriprise Financial, Inc.
-0.32%
-$2,313.36 
MPT Medical Properties Trust, Inc.
-0.32%
-$156.72 
FE FirstEnergy Corp.
-0.31%
-$1,713.25 
HR Healthcare Realty Trust Incorporated
-0.3%
-$1,971.84 
GDXJ VanEck Junior Gold Miners ETF
-0.3%
-$5,855.92 
IDCC InterDigital, Inc.
-0.3%
-$771.05 
AVSU Avantis Responsible U.S. Equity ETF
-0.3%
-$3,289.34 
MSI Motorola Solutions, Inc.
-0.3%
-$835.76 
COF Capital One Financial Corporation
-0.3%
-$3,119.79 
VZ Verizon Communications Inc.
-0.3%
-$6,127.42 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$2,192.14 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.29%
-$1,996.8 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$1,073.82 
SPG Simon Property Group, Inc.
-0.29%
-$2,087.58 
ORA Ormat Technologies Inc.
-0.29%
-$633.9 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$2,107.08 
PHYS Sprott Physical Gold Trust
-0.28%
-$2,159.93 
BCPC Balchem Corporation
-0.28%
-$802.62 
XEL Xcel Energy Inc.
-0.28%
-$1,039.94 
MYRG Myr Group Inc.
-0.28%
-$783.72 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.27%
-$5,415.25 
RJF Raymond James Financial Inc.
-0.27%
-$667 
WIT Wipro Limited American Depositary Receipt
-0.27%
-$59.44 
SPGI S&P Global Inc.
-0.26%
-$3,437.46 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.26%
-$594.72 
JHML John Hancock Multifactor Large Cap ETF
-0.26%
-$5,289.19 
NAD Nuveen Quality Municipal Income Fund
-0.25%
-$716.85 
CTVA Corteva Inc.
-0.25%
-$1,408.88 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$971.52 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-0.25%
-$303.32 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$36,633.87 
PM Philip Morris International Inc.
-0.24%
-$12,588.48 
BKR Baker Hughes Company
-0.24%
-$1,212.7 
GLD SPDR Gold Shares
-0.24%
-$3,463.43 
COWZ Pacer US Cash Cows 100 ETF
-0.23%
-$1,971.3 
SPHQ Invesco S&P 500 Quality ETF
-0.23%
-$848.64 
JHMB John Hancock Mortgage-Backed Securities ETF
-0.23%
-$26,232.6 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.23%
-$43,924.52 
WM Waste Management, Inc.
-0.23%
-$2,532.06 
ADP Automatic Data Processing Inc.
-0.23%
-$2,886.5 
SAP SAP SE Sponsored ADR
-0.22%
-$599.2 
BNDX Vanguard Total International Bond ETF
-0.22%
-$2,894.32 
LIN Linde plc
-0.22%
-$6,031.12 
TIP iShares TIPS Bond ETF
-0.22%
-$505.01 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.21%
-$1,209.76 
CRWD CrowdStrike Holdings, Inc.
-0.21%
-$1,957.41 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.21%
-$1,166.8 
VO Vanguard Mid-Cap ETF
-0.21%
-$952.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.2%
-$943.22 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.2%
-$422.79 
SGOL abrdn Physical Gold Shares ETF
-0.2%
-$430.95 
AVA Avista Corp.
-0.19%
-$442.32 
HUBB Hubbell Inc.
-0.17%
-$514.25 
PAXS PIMCO Access Income Fund
-0.17%
-$1,292.5 
SUSA iShares MSCI USA ESG Select ETF
-0.16%
-$405 
CR Crane NXT Co.
-0.16%
-$415.48 
CRS Carpenter Technology Corporation
-0.16%
-$1,023.99 
MUB iShares National Muni Bond ETF
-0.15%
-$3,731.64 
IWV ISHARES RUSSELL 3000 ETF
-0.15%
-$1,173.9 
INSM Insmed Inc.
-0.15%
-$236.87 
MFG Mizuho Financial Group Inc. ADR
-0.15%
-$240 
SYF Synchrony Financial
-0.15%
-$334.95 
WWD Woodward Inc.
-0.15%
-$575.35 
AJG Arthur J. Gallagher & Co.
-0.14%
-$538.92 
MTCH Match Group, Inc.
-0.14%
-$511.23 
TGT Target Corporation
-0.14%
-$976.17 
KEYS Keysight Technologies, Inc.
-0.13%
-$724.08 
SF Stifel Financial Corp.
-0.13%
-$591 
VTEB Vanguard Tax-Exempt Bond ETF
-0.13%
-$2,191.02 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.13%
-$762.64 
MRCY Mercury Systems Inc.
-0.12%
-$361.08 
POR Portland General Electric Company
-0.12%
-$431.67 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$1,541.2 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$823.08 
RCL Royal Caribbean Group
-0.12%
-$603.82 
FJUL FT Vest US Equity Buffer ETF
-0.12%
-$541.45 
NULV Nuveen ESG Large-Cap Value ETF
-0.12%
-$1,823.94 
RGA Reinsurance Group of America, Inc.
-0.12%
-$467.9 
BINC iShares Flexible Income Active ETF
-0.12%
-$374.16 
FCPT Four Corners Property Trust Inc.
-0.11%
-$313.05 
NEM Newmont Corporation
-0.11%
-$775.6 
ADI Analog Devices, Inc.
-0.11%
-$953.66 
IWB iShares Russell 1000 ETF
-0.11%
-$18,066.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$4,417.25 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$557,085.36 
ESGU iShares ESG Aware MSCI USA ETF
-0.1%
-$3,293.24 
IVZ Invesco Ltd.
-0.1%
-$298.14 
IVV iShares Core S&P 500 ETF
-0.1%
-$397,790.52 
FMB First Trust Managed Municipal Fund
-0.1%
-$7,305.25 
HYDB iShares High Yield Systematic Bond ETF
-0.1%
-$327.42 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.1%
-$3,098.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$2,553.49 
CMF iShares California Muni Bond ETF
-0.1%
-$2,432.7 
ORI Old Republic International Corp.
-0.1%
-$202.12 
VOO Vanguard S&P 500 ETF
-0.1%
-$42,946.15 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.09%
-$411.49 
FALN iShares Fallen Angels USD Bond ETF
-0.09%
-$421.1 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.09%
-$194.06 
FORM FormFactor Inc.
-0.09%
-$449.5 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$172.57 
MMIT NYLI MacKay Muni Intermediate ETF
-0.08%
-$3,857.76 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.08%
-$4,092.77 
MO Altria Group, Inc.
-0.08%
-$657.84 
C Citigroup Inc.
-0.08%
-$1,680.67 
EME EMCOR Group, Inc.
-0.08%
-$380.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$209.6 
MSGS Madison Square Garden Sports Corp.
-0.08%
-$281.1 
PML PIMCO Municipal Income Fund II
-0.07%
-$122.68 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.06%
-$661.34 
VTR Ventas Inc.
-0.06%
-$394.5 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
-0.06%
-$829.08 
FAPR FT Vest U.S. Equity Buffer ETF
-0.06%
-$120.78 
JPIE JPMorgan Income ETF
-0.05%
-$4,878.57 
RRC Range Resources Corporation
-0.05%
-$137.46 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.05%
-$184.65 
CEF Sprott Physical Gold and Silver Trust
-0.05%
-$98.42 
INGR Ingredion Inc.
-0.05%
-$133.7 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$487.95 
CB Chubb Limited
-0.05%
-$760.75 
CYTK Cytokinetics, Incorporated
-0.05%
-$124.93 
SPYI NEOS S&P 500 High Income ETF
-0.05%
-$160.28 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.04%
-$50.8 
A Agilent Technologies Inc.
-0.04%
-$107.58 
BUFR FT Vestladder Buffer ETF-USD I
-0.04%
-$287.93 
DCRE DoubleLine Commercial Real Estate ETF
-0.04%
-$150.75 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$668.74 
BKH Black Hills Corporation
-0.03%
-$126.9 
FFEB FT Vest US Equity Buffer ETF
-0.03%
-$347.82 
DAL Delta Air Lines, Inc.
-0.03%
-$81.67 
DNOV FT Vest US Equity Deep Buffer Fund
-0.03%
-$247.05 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$68.71 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.02%
-$848.06 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$4,828.98 
MAR Marriott International Inc. - Class A
-0.01%
-$70.13 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$21.21 
FNOV FT Vest US Equity Buffer ETF
-0.01%
-$34.11 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6574 | Longs Won 4046/6574 61% | Profit Factor 13.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.53M |
| Average Win $392,330.89 | Best Trade (Jul 27) $651.92M | Sharpe Ratio -11.59 |
| Average Loss -$45,058.52 | Worst Trade (Jun 30) -$17.26M | Z-Score 7.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $224,134.91 |
| 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% | 0.22% | 5.62% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
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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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 - $110.65M, iShares Core S&P 500 ETF - $24.19M, SPDR S&P 500 ETF Trust - $23.73M, iShares Core S&P Mid-Cap ETF - $11.06M, and iShares ESG Aware MSCI USA ETF - $8.85M. 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 - $15.81M, PayPal Holdings Inc - $11.27M, The Walt Disney Company - $8.23M, iShares Bitcoin Trust - $4.39M, and SPDR S&P 600 Small Cap ETF - $970,826.85. 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 $198.46M earned over time. The largest contributors to dividend income include Johnson & Johnson - $106.52M, SPDR S&P 500 ETF Trust - $20.46M, iShares Core S&P 500 ETF - $14.51M, PepsiCo, Inc - $5.15M, and Apple Inc - $3.65M. 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.
