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:
152.88%
Gain +2.09%
Monthly
1.63%
Yearly
21.41%
Drawdown
25.97%
$4.53B
Equity
Holdings
$4.53B
Investment
$3.02B
$1.52B
Profit +$58.18M
Realized
$7.48M
Unrealized
$1.51B
Dividends
$209.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.09%
Profit
$58.18M
Win %
70%
This Week
Compared To Last Week
Gain
-1.92%
Profit
-$88.87M
Win %
70%
This Month
Compared to last month
Gain
-0.27%
Profit
-$12.19M
Win %
70%
This Year
Compared to last year
Gain
12.74%
Profit
$512.09M
Win %
69%
ITGR Integer Holdings Corporation
+20.18%
+$69,088.25 
AMZN Amazon.com Inc
+15.32%
+$3.68M 
DLB Dolby Laboratories Inc.
+13.58%
+$41,076.29 
SPXC Spx Technologies Inc.
+10.2%
+$38,831.52 
NWL Newell Brands Inc.
+8.95%
+$8,671 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$37,348.99 
ETN Eaton Corporation plc
+7.32%
+$82,212.24 
GOOG Alphabet Inc
+6.88%
+$1.07M 
GOOGL Alphabet Inc
+6.73%
+$1.44M 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$7,040.88 
NVT nVent Electric plc
+6.24%
+$43,687.14 
VRT Vertiv Holdings Co
+6.18%
+$20,190.46 
AEIS Advanced Energy Industries Inc.
+5.56%
+$21,333.45 
COHR Coherent Corp.
+5.55%
+$150,691.81 
ANET Arista Networks, Inc.
+5.46%
+$78,922.52 
GVA Granite Construction Incorporated
+5.26%
+$19,202.7 
MTX Minerals Technologies Inc.
+5.14%
+$12,230.67 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$15,821.24 
FTNT Fortinet Inc.
+4.99%
+$75,352.2 
CBOE Cboe Global Markets Inc.
+4.62%
+$21,209.4 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$11,444.88 
NEOG Neogen Corporation
+4.42%
+$7,345.53 
SNPS Synopsys, Inc.
+4.41%
+$16,430.02 
CACI Caci International Inc.
+4.27%
+$11,852.39 
FTI TechnipFMC plc
+3.98%
+$13,398.6 
TSQ Townsquare Media Inc.
+3.86%
+$6,006 
CROX Crocs, Inc.
+3.52%
+$11,240.39 
TWLO Twilio Inc.
+3.36%
+$12,403.37 
TT Trane Technologies plc
+3.33%
+$18,748.27 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$9,693.99 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$38,183.83 
META Meta Platforms Inc Class A
+3.28%
+$474,195.04 
MTDR Matador Resources Company
+3.27%
+$7,247.46 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$8,569.75 
ONTO Onto Innovation Inc.
+3.22%
+$10,905.17 
ARES Ares Management Corporation
+3.2%
+$9,508.14 
CRS Carpenter Technology Corporation
+3.17%
+$18,773.13 
ATI ATI Inc.
+3.05%
+$27,694.51 
RUN Sunrun Inc.
+3.05%
+$13,042.17 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$25,673.28 
BMI Badger Meter Inc.
+3.04%
+$5,559.85 
MSFT Microsoft Corp.
+3.02%
+$1.45M 
CNO CNO Financial Group Inc.
+2.99%
+$7,932.8 
LITE Lumentum Holdings Inc.
+2.99%
+$99,090.95 
BCPC Balchem Corporation
+2.97%
+$8,520.12 
NVDA NVIDIA Corporation
+2.93%
+$1.28M 
LDOS Leidos Holdings Inc.
+2.84%
+$4,552.13 
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs
+2.83%
+$3,720 
P Everpure Inc.
+2.81%
+$9,872.7 
SMTC Semtech Corporation
+2.8%
+$18,451.08 
STRL Sterling Infrastructure, Inc.
+2.76%
+$17,563.84 
APA APA Corporation
+2.73%
+$9,117.9 
LYB LyondellBasell Industries N.V.
+2.71%
+$4,598.57 
CXM Sprinklr Inc.
+2.58%
+$2,032.8 
DRH DiamondRock Hospitality Company
+2.56%
+$5,388.9 
EVR Evercore Inc.
+2.46%
+$16,833.41 
FSLR First Solar, Inc.
+2.44%
+$8,739.83 
AR Antero Resources Corporation
+2.38%
+$7,919.52 
AVT Avnet Inc.
+2.35%
+$18,845.52 
CVX Chevron Corporation
+2.35%
+$133,995.4 
ORLY O'Reilly Automotive Inc.
+2.28%
+$15,675.23 
CNC Centene Corporation
+2.27%
+$21,625.98 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,657 
FAST Fastenal Co.
+2.25%
+$14,908.95 
GLW Corning Incorporated
+2.24%
+$11,529.15 
INDI Indie Semiconductor, Inc.
+2.21%
+$8,051.26 
WDC Western Digital Corporation
+2.21%
+$65,301.49 
EOG EOG Resources, Inc.
+2.19%
+$12,904.48 
DVN Devon Energy Corporation
+2.17%
+$7,735.68 
CDNS Cadence Design Systems, Inc.
+2.16%
+$17,531.95 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$8,794.52 
CSCO Cisco Systems, Inc.
+2.14%
+$97,348.23 
LNG Cheniere Energy Inc.
+2.13%
+$6,904.05 
JBL Jabil Inc.
+2.12%
+$7,372.37 
PSA Public Storage Common Stock
+2.12%
+$7,848.96 
PEB Pebblebrook Hotel Trust
+2.08%
+$6,570.33 
HII Huntington Ingalls Industries Inc.
+2.05%
+$7,833.82 
KEYS Keysight Technologies, Inc.
+2.04%
+$11,016.34 
AOSL Alpha and Omega Semiconductor Limited
+2.02%
+$11,207.7 
OXY Occidental Petroleum Corporation
+2%
+$9,647.68 
LYFT Lyft Inc.
+1.99%
+$8,317.92 
GWW W.W. Grainger, Inc.
+1.97%
+$10,184.12 
OKE ONEOK, Inc.
+1.95%
+$9,818.82 
JCI Johnson Controls International plc
+1.93%
+$18,712.18 
HAL Halliburton Company
+1.93%
+$5,112.41 
ROK Rockwell Automation, Inc.
+1.93%
+$5,995.25 
DV DoubleVerify Holdings Inc.
+1.9%
+$2,419.41 
LHX L3Harris Technologies, Inc.
+1.9%
+$14,148.74 
PANW Palo Alto Networks, Inc.
+1.89%
+$66,364.65 
FIX Comfort Systems USA, Inc.
+1.88%
+$30,862.62 
CRM Salesforce Inc
+1.83%
+$31,385.36 
EAT Brinker International Inc.
+1.83%
+$5,502.72 
PCOR Procore Technologies Inc.
+1.82%
+$6,306.3 
ORCL Oracle Corporation
+1.81%
+$42,635.67 
BYND Beyond Meat Inc.
+1.8%
+$119.15 
HWM Howmet Aerospace Inc.
+1.8%
+$4,711.09 
ARW Arrow Electronics Inc.
+1.75%
+$6,390.96 
EXE Expand Energy Corporation
+1.74%
+$3,108.91 
VTR Ventas Inc.
+1.73%
+$10,454.25 
HCA HCA Healthcare Inc.
+1.72%
+$9,703.59 
IXP iShares Global Comm Services ETF
+1.71%
+$42,533.27 
ZTS Zoetis Inc.
+1.66%
+$3,422.16 
FLEX Flex Ltd.
+1.64%
+$6,066.48 
KMI Kinder Morgan, Inc.
+1.64%
+$11,712.48 
SHEL Shell plc
+1.62%
+$12,694.92 
RMBS Rambus Inc.
+1.62%
+$4,342.75 
ACN Accenture plc Class A
+1.61%
+$14,967.39 
FANG Diamondback Energy Inc
+1.59%
+$5,825.76 
BSX Boston Scientific Corporation
+1.59%
+$10,309.06 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+1.56%
+$8,080 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,566.66 
ITT Itt Inc.
+1.54%
+$4,541.52 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$356.61 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$10,406.44 
VZ Verizon Communications Inc.
+1.52%
+$32,993.8 
SAP SAP SE Sponsored ADR
+1.51%
+$4,690.88 
LMT Lockheed Martin Corporation
+1.5%
+$18,589.02 
RRC Range Resources Corporation
+1.49%
+$4,055.07 
BOX Box Inc.
+1.48%
+$4,784.92 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$10,472.56 
CG The Carlyle Group Inc.
+1.46%
+$11,532.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$17,301.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$12,078.72 
NOC Northrop Grumman Corporation
+1.43%
+$11,521.3 
PH Parker-Hannifin Corporation
+1.43%
+$10,483.66 
PWR Quanta Services Inc.
+1.43%
+$11,903.23 
SNX TD Synnex Corporation
+1.42%
+$6,383.14 
GE General Electric Company
+1.42%
+$47,709.53 
MKSI MKS Instruments Inc.
+1.42%
+$27,560.28 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$5,140.97 
WDAY Workday Inc.
+1.41%
+$6,067.83 
SLB Schlumberger Limited
+1.39%
+$13,594.56 
SITM SiTime Corporation
+1.39%
+$16,360.58 
KLAC KLA Corporation
+1.38%
+$54,058.12 
OWL Blue Owl Capital Inc.
+1.38%
+$6,614.44 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$4,491.99 
CIEN Ciena Corporation
+1.34%
+$11,135.24 
BCC Boise Cascade Company
+1.33%
+$2,790 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$4,772.67 
CAH Cardinal Health Inc.
+1.3%
+$4,028.55 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$4,694.9 
RS Reliance Inc.
+1.27%
+$5,867.42 
AKAM Akamai Technologies Inc.
+1.26%
+$2,516.8 
WWD Woodward Inc.
+1.25%
+$4,434.24 
CMCSA Comcast Corp
+1.23%
+$9,380.05 
COP ConocoPhillips
+1.22%
+$14,742.16 
CNK Cinemark Holdings Inc.
+1.22%
+$3,304.84 
ESE Esco Technologies Inc.
+1.21%
+$3,481.38 
WFC Wells Fargo & Company
+1.19%
+$31,706.7 
MRCY Mercury Systems Inc.
+1.18%
+$3,400.16 
AMAT Applied Materials, Inc.
+1.18%
+$64,912.02 
RMD ResMed Inc.
+1.16%
+$2,299 
CHD Church & Dwight Co., Inc.
+1.16%
+$3,756.12 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$4,455.6 
ITW Illinois Tool Works Inc.
+1.15%
+$8,723 
MSI Motorola Solutions, Inc.
+1.14%
+$3,322.81 
SANM Sanmina Corporation
+1.13%
+$3,850.08 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$3,269.99 
THG Hanover Insurance Group, Inc.
+1.1%
+$4,551.69 
VUG Vanguard Growth ETF
+1.1%
+$4,430.52 
EQT EQT Corporation
+1.1%
+$3,801.32 
EFIV SPDR S&P 500 ESG ETF
+1.1%
+$21,903.54 
SCI Service Corporation International
+1.05%
+$3,389.4 
NOW ServiceNow, Inc.
+1.05%
+$12,015.28 
CW Curtiss-Wright Corporation
+1.02%
+$4,073.72 
ADBE Adobe Inc.
+1.01%
+$14,977.23 
XLE Energy Select Sector SPDR Fund
+1%
+$18,054 
DOCU DocuSign Inc.
+0.99%
+$4,501.44 
URI United Rentals, Inc.
+0.99%
+$9,598.9 
BKR Baker Hughes Company
+0.98%
+$5,299.97 
ADP Automatic Data Processing Inc.
+0.98%
+$13,001.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$20,797.84 
AROC Archrock Inc.
+0.96%
+$2,405.84 
TTE TotalEnergies SE
+0.95%
+$2,425.26 
SUN Sunoco L.P.
+0.95%
+$4,508.64 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,508.52 
HWC Hancock Whitney Corporation
+0.93%
+$2,891.12 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$1,697.64 
IYE iShares U.S. Energy ETF
+0.93%
+$5,782.02 
UNP Union Pacific Corporation
+0.92%
+$20,999.63 
ORA Ormat Technologies Inc.
+0.9%
+$1,838.31 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$3,103.23 
BCAT BlackRock Capital Allocation Trust
+0.9%
+$1,400 
FLS Flowserve Corporation
+0.89%
+$1,831.78 
WMB The Williams Companies, Inc.
+0.89%
+$6,819.75 
SCHW Charles Schwab Corporation
+0.87%
+$11,132.94 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$1,440 
HYPR Hyperfine Inc.
+0.86%
+$1,493.9 
DLY DoubleLine Yield Opportunities Fund
+0.86%
+$10,693.32 
IBM International Business Machines Corporation
+0.86%
+$34,605.02 
XPO XPO Inc.
+0.86%
+$3,302.03 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$71,282.06 
GEV GE Vernova Inc.
+0.85%
+$22,586.58 
MCD McDonald's Corporation
+0.82%
+$31,341.34 
THC Tenet Healthcare Corporation
+0.81%
+$3,644.9 
EMR Emerson Electric Co.
+0.79%
+$3,824.41 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$39,439.42 
AEE Ameren Corporation
+0.79%
+$1,986.6 
PSMT PriceSmart Inc.
+0.79%
+$2,666.08 
FORM FormFactor Inc.
+0.78%
+$3,993.4 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,658.51 
QQMG Invesco ESG Nasdaq 100 ETF
+0.77%
+$26,319.06 
TSLA Tesla, Inc.
+0.76%
+$61,064.48 
MPC Marathon Petroleum Corporation
+0.76%
+$23,598.99 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$20,363.2 
FHN First Horizon Corporation
+0.75%
+$2,029.58 
ISPY ProShares S&P High Income ETF
+0.73%
+$1,815.1 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$21,741.06 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$28,529.05 
CTRE CareTrust REIT Inc.
+0.72%
+$2,085.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3.81M 
MYRG Myr Group Inc.
+0.72%
+$1,727.88 
VOO Vanguard S&P 500 ETF
+0.71%
+$321,107.7 
IDA Idacorp Inc.
+0.71%
+$5,118.73 
AME Ametek Inc.
+0.71%
+$4,314.64 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$22,277.61 
CAT Caterpillar Inc.
+0.7%
+$29,313.85 
ROP Roper Technologies Inc.
+0.7%
+$3,761.76 
BMY Bristol-Myers Squibb Company
+0.69%
+$9,376.65 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$141,092.32 
IVV iShares Core S&P 500 ETF
+0.69%
+$2.73M 
CARR Carrier Global Corporation
+0.68%
+$2,785.02 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$7,167.14 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,932.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$17,724.19 
DOW Dow Inc.
+0.67%
+$1,300.2 
PTC PTC Inc.
+0.66%
+$1,361.7 
PLTR Palantir Technologies Inc.
+0.65%
+$14,631.16 
UFPI UFP Industries, Inc.
+0.65%
+$2,031.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$40,537.2 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$2,179.74 
AA Alcoa Corporation
+0.65%
+$1,818.59 
IWB iShares Russell 1000 ETF
+0.64%
+$107,155.56 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$16,189.82 
SYY Sysco Corporation
+0.63%
+$4,472.67 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.62%
+$12,297.74 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,710.96 
IVZ Invesco Ltd.
+0.61%
+$1,788.84 
TER Teradyne, Inc.
+0.6%
+$4,505.62 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$177,065.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,397.84 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$1,638.26 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$4,406.66 
RJF Raymond James Financial Inc.
+0.58%
+$1,464.5 
MO Altria Group, Inc.
+0.57%
+$4,275.96 
APH Amphenol Corporation
+0.55%
+$4,260.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21,972.44 
EXC Exelon Corporation
+0.53%
+$2,753.28 
STX Seagate Technology Holdings plc
+0.52%
+$3,453.21 
GM General Motors Company
+0.52%
+$6,111.56 
GUG Guggenheim Active Allocation Fund
+0.52%
+$2,555.12 
PSX Phillips 66
+0.51%
+$3,793.97 
RNR Renaissancere Holdings Ltd.
+0.51%
+$2,558.01 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$1,113.45 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,152 
DT Dynatrace, Inc.
+0.5%
+$1,912.26 
IDCC InterDigital, Inc.
+0.49%
+$1,464 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,834.57 
FBP First BanCorp Puerto Rico
+0.49%
+$1,596.7 
WTS Watts Water Technologies Inc.
+0.48%
+$1,725.12 
MOH Molina Healthcare Inc.
+0.47%
+$1,979.84 
HON Honeywell International Inc.
+0.47%
+$3,722.68 
AXON Axon Enterprise, Inc.
+0.47%
+$2,369 
FJUL FT Vest US Equity Buffer ETF
+0.47%
+$2,165.8 
VALE Vale S.A.
+0.47%
+$872.97 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,657.54 
BMO Bank of Montreal
+0.47%
+$7,092.35 
NSC Norfolk Southern Corporation
+0.46%
+$2,086.33 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$2,031.17 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,865.76 
IYW iShares U.S. Technology ETF
+0.46%
+$9,953.12 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$9,378 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,617.6 
PAYX Paychex Inc.
+0.44%
+$7,366.95 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$4,752.63 
EBAY eBay Inc.
+0.43%
+$3,881.8 
PEN Penumbra Inc.
+0.42%
+$1,324.65 
CSX CSX Corporation
+0.42%
+$2,946.3 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$1,623.68 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,879.25 
CASY Casey's General Stores Inc.
+0.4%
+$2,261 
WST West Pharmaceutical Services, Inc.
+0.4%
+$1,120.65 
AIR AAR Corp.
+0.4%
+$1,096.47 
PFE Pfizer Inc.
+0.4%
+$5,755.7 
ICHR Ichor Holdings Ltd.
+0.4%
+$4,926.3 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$3,968.41 
RTX RTX Corporation
+0.39%
+$13,625.64 
VLO Valero Energy Corporation
+0.38%
+$4,984.91 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$2,267.94 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$1,535.04 
AVGO Broadcom Inc.
+0.37%
+$112,759.2 
PG Procter & Gamble Co
+0.37%
+$16,530.7 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$1,366.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$39,844.92 
OTIS Otis Worldwide Corporation
+0.36%
+$906.62 
PIO Invesco Global Water ETF
+0.36%
+$1,110.4 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$807.24 
BAC Bank of America Corporation
+0.36%
+$13,951.3 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$3,528.63 
SF Stifel Financial Corp.
+0.34%
+$1,654.8 
SNA Snap-on Inc.
+0.33%
+$3,000.19 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,236.52 
HEDG Equable Shares Hedged Equity ETF
+0.33%
+$90,172.3 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$5,167.83 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$1,440.1 
AZO AutoZone Inc.
+0.32%
+$880.87 
FSS Federal Signal Corp.
+0.32%
+$945.6 
GD General Dynamics Corporation
+0.32%
+$3,609.98 
TTC The Toro Company
+0.32%
+$749.36 
MRK Merck & Co., Inc.
+0.32%
+$13,152.71 
CCNE CNB Financial Corporation
+0.31%
+$1,636.77 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$806.68 
JXN Jackson Financial Inc.
+0.31%
+$1,469.08 
NPO EnPro Industries Inc.
+0.31%
+$774.06 
BRBS Blue Ridge Bankshares Inc.
+0.29%
+$108.5 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$1,004.5 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$53,842.96 
DOV Dover Corporation
+0.27%
+$603.12 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$67,238.36 
JPM JPMorgan Chase & Co.
+0.27%
+$35,243.42 
MTCH Match Group, Inc.
+0.25%
+$929.5 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,900.27 
NRG NRG Energy, Inc.
+0.24%
+$559.66 
FCPT Four Corners Property Trust Inc.
+0.23%
+$626.1 
PCQ PIMCO California Municipal Income Fund
+0.23%
+$340 
WDI Western Asset Diversified Income Fund
+0.23%
+$720 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,602.82 
ALLE Allegion plc
+0.22%
+$549.09 
CME CME Group Inc.
+0.21%
+$2,525.14 
SO The Southern Company
+0.21%
+$1,450.2 
JNJ Johnson & Johnson
+0.21%
+$3.71M 
MANH Manhattan Associates Inc.
+0.2%
+$1,361.88 
ADI Analog Devices, Inc.
+0.2%
+$1,721.22 
FLR Fluor Corporation
+0.2%
+$574.3 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$486 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,708.46 
CMI Cummins Inc.
+0.19%
+$1,062.65 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$42,772.27 
INTU Intuit Inc.
+0.18%
+$1,586.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,855.8 
USB U.S. Bancorp
+0.17%
+$1,407.54 
T AT&T Inc.
+0.17%
+$2,075.16 
MS Morgan Stanley
+0.17%
+$3,007.46 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,109.49 
HST Host Hotels & Resorts Inc.
+0.16%
+$516.92 
VICI Vici Properties Inc.
+0.15%
+$722.28 
CB Chubb Limited
+0.15%
+$2,371.75 
CCL Carnival Corporation Ltd.
+0.14%
+$396.32 
DELL Dell Technologies Inc.
+0.14%
+$2,088.8 
PML PIMCO Municipal Income Fund II
+0.14%
+$245.36 
TD The Toronto-Dominion Bank
+0.13%
+$586.4 
EA Electronic Arts Inc.
+0.13%
+$717.39 
XYL Xylem Inc.
+0.13%
+$709.05 
MMM 3M Company
+0.12%
+$1,112.75 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.12%
+$251.13 
PECO Phillips Edison & Company, Inc.
+0.12%
+$513.4 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$268.4 
BDX Becton, Dickinson and Company
+0.1%
+$673.54 
ISRG Intuitive Surgical, Inc.
+0.1%
+$806.74 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$533.16 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$1,184.6 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$975.9 
C Citigroup Inc.
+0.1%
+$2,184.48 
NUE Nucor Corporation
+0.1%
+$348.75 
WM Waste Management, Inc.
+0.1%
+$1,031.58 
AFL Aflac Inc.
+0.09%
+$616.56 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3,957.03 
WMT Walmart Inc.
+0.09%
+$4,637.89 
ABT Abbott Laboratories
+0.09%
+$798.03 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$238.95 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$480.48 
SOXX iShares Semiconductor ETF
+0.07%
+$374.41 
EWBC East West Bancorp Inc.
+0.07%
+$282.33 
ATR AptarGroup, Inc.
+0.07%
+$180.29 
PB Prosperity Bancshares Inc.
+0.07%
+$181.9 
COLB Columbia Banking System, Inc.
+0.06%
+$170.72 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$1,515.92 
OC Owens Corning
+0.06%
+$191.55 
AEP American Electric Power Company, Inc.
+0.06%
+$456.89 
BKLN Invesco Senior Loan ETF
+0.05%
+$99.25 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$120.16 
USFD US Foods Holding Corp
+0.04%
+$202.76 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$16,651.66 
HXL Hexcel Corporation
+0.04%
+$101.04 
BF-A Brown-Forman Corporation
+0.03%
+$382.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$165.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,085.12 
DIS The Walt Disney Company
+0.03%
+$541.38 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$107.12 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$37.5 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$165.94 
ILMN Illumina, Inc.
+0.01%
+$23.84 
AL Air Lease Corporation
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
TDS Telephone and Data Systems, Inc.
0%
$0 
TCPC BlackRock TCP Capital Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
WSR Whitestone REIT
0%
$0 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HURA TuHURA Biosciences, Inc.
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 AINP
AINP
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$79,496.63 
WU Western Union Co.
-17.3%
-$18,533.55 
CTVA Corteva Inc.
-11.9%
-$68,074.52 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$44,038.5 
FMC FMC Corporation
-9.47%
-$11,418.4 
AAPL Apple Inc.
-7.35%
-$21.53M 
NXT Nextracker Inc.
-7.25%
-$12,625.88 
MOG-A Moog Inc.
-7.01%
-$25,225.2 
EIX Edison International
-6.81%
-$38,147.12 
SYK Stryker Corporation
-6.42%
-$66,215.76 
LIN Linde plc
-5.95%
-$162,223.91 
MU Micron Technology, Inc.
-5.9%
-$746,465.69 
CLSK CleanSpark, Inc.
-5.37%
-$27,878.76 
EXEL Exelixis Inc.
-5.25%
-$21,320.89 
MDGL Madrigal Pharmaceuticals, Inc.
-5.23%
-$330,859.65 
LYV Live Nation Entertainment, Inc.
-5.14%
-$16,587.37 
SNDK SanDisk Corporation
-5.09%
-$171,422.16 
TSN Tyson Foods Inc.
-4.43%
-$10,638.95 
SPOT Spotify Technology S.A.
-4.34%
-$9,793.44 
TYL Tyler Technologies Inc.
-4.24%
-$13,024.49 
CYTK Cytokinetics, Incorporated
-4.09%
-$10,731.98 
DY Dycom Industries Inc.
-3.85%
-$20,309.02 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$76,336.12 
TECK Teck Resources Ltd.
-3.6%
-$8,988.75 
MIST Milestone Pharmaceuticals Inc.
-3.48%
-$800 
CAG Conagra Brands Inc.
-3.46%
-$5,279.56 
ZYME Zymeworks Inc.
-3.39%
-$22,368.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$12,461.8 
GPI Group 1 Automotive Inc.
-3.35%
-$6,192.62 
SW Smurfit WestRock PLC
-3.26%
-$7,990.25 
ARWR Arrowhead Pharmaceuticals Inc.
-3.06%
-$12,137.82 
ES Eversource Energy
-3.05%
-$6,709.5 
CI The Cigna Group
-2.99%
-$26,269.15 
AVY Avery Dennison Corporation
-2.91%
-$6,250.53 
IBIT iShares Bitcoin Trust
-2.89%
-$6,539.14 
CRWV CoreWeave, Inc.
-2.88%
-$22,494.93 
INSM Insmed Inc.
-2.85%
-$4,141.37 
FCN Fti Consulting Inc.
-2.85%
-$8,191.19 
INCY Incyte Corporation
-2.82%
-$11,353.84 
DECK Deckers Outdoor Corporation
-2.82%
-$12,245.98 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$10,653.69 
TOL Toll Brothers Inc
-2.76%
-$7,456.14 
IBKR Interactive Brokers Group Inc.
-2.75%
-$19,063.44 
AJG Arthur J. Gallagher & Co.
-2.75%
-$10,538.87 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$22,475.56 
VRSK Verisk Analytics Inc.
-2.75%
-$7,634 
EQIX Equinix, Inc.
-2.7%
-$25,538 
CSL Carlisle Companies Inc.
-2.69%
-$7,599.47 
FIS Fidelity National Information Services, Inc.
-2.67%
-$19,714.44 
QCOM QUALCOMM Incorporated
-2.63%
-$25,192.92 
ABBV AbbVie Inc.
-2.51%
-$161,284.16 
ICE Intercontinental Exchange, Inc.
-2.42%
-$19,469.23 
DLR Digital Realty Trust, Inc.
-2.42%
-$7,098.4 
HR Healthcare Realty Trust Incorporated
-2.42%
-$15,774.72 
BIIB Biogen Inc.
-2.4%
-$7,913.2 
MGM MGM Resorts International
-2.39%
-$10,224.2 
SATS EchoStar Corporation
-2.37%
-$7,346.05 
YUM Yum! Brands, Inc.
-2.37%
-$11,100.48 
RGLD Royal Gold Inc.
-2.31%
-$5,069.87 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$9,019.92 
NVR NVR, Inc.
-2.25%
-$21,386.19 
PCG PG&E Corporation
-2.25%
-$11,947.6 
BA Boeing Company
-2.15%
-$32,291.77 
SUPN Supernus Pharmaceuticals Inc.
-2.15%
-$4,470.76 
NEM Newmont Corporation
-2.14%
-$15,899.8 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$7,203.6 
SLV iShares Silver Trust
-2.13%
-$8,013.06 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$4,232.07 
TXT Textron Inc.
-2.1%
-$4,884.26 
GPK Graphic Packaging Holding Company
-2.1%
-$4,615.41 
APLD Applied Digital Corporation
-2.07%
-$6,896.78 
CPAY Corpay, Inc.
-2.05%
-$23,821.77 
WES Western Midstream Partners, LP
-2%
-$12,635 
WSM Williams-Sonoma, Inc.
-2%
-$5,657.25 
NFLX Netflix, Inc.
-2%
-$61,679.16 
EFX Equifax Inc.
-1.99%
-$4,970.16 
PSLV Sprott Physical Silver Trust
-1.98%
-$11,927.06 
AWK American Water Works Company, Inc.
-1.93%
-$4,614.72 
AMD Advanced Micro Devices, Inc.
-1.9%
-$133,897.13 
CRUS Cirrus Logic, Inc.
-1.9%
-$4,372.4 
JLL Jones Lang LaSalle Inc.
-1.85%
-$4,796.73 
PLMR Palomar Holdings Inc.
-1.84%
-$4,653.56 
UAL United Airlines Holdings, Inc.
-1.8%
-$9,843.22 
SYF Synchrony Financial
-1.79%
-$4,202.1 
CBRE CBRE Group Inc.
-1.77%
-$4,388.42 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,656.87 
PATK Patrick Industries Inc.
-1.73%
-$3,053.7 
DHI D.R. Horton, Inc.
-1.7%
-$6,004.57 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$10,593.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$38,531.55 
LEN Lennar Corporation
-1.67%
-$3,956.4 
AON Aon plc
-1.64%
-$10,330.35 
DRI Darden Restaurants, Inc.
-1.64%
-$8,078.37 
SNOW Snowflake Inc.
-1.62%
-$6,993.83 
PHYS Sprott Physical Gold Trust
-1.61%
-$12,705.5 
CNR Core Natural Resources, Inc.
-1.59%
-$2,901.21 
EC Ecopetrol S.A. Sponsored ADR
-1.58%
-$3,105.01 
LRCX Lam Research Corporation
-1.58%
-$41,698.5 
UTHR United Therapeutics Corporation
-1.54%
-$8,320.85 
CPRT Copart Inc.
-1.52%
-$4,406.85 
POR Portland General Electric Company
-1.52%
-$5,047.16 
GLD SPDR Gold Shares
-1.49%
-$22,373.18 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$223,560.54 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$3,275.22 
BLD TopBuild Corp
-1.45%
-$4,293.83 
FICO Fair Isaac Corporation
-1.45%
-$9,908.9 
NVS Novartis AG Sponsored ADR
-1.45%
-$8,390.6 
KDP Keurig Dr Pepper Inc.
-1.43%
-$7,067.25 
IEX IDEX Corporation
-1.42%
-$3,562.36 
AVA Avista Corp.
-1.41%
-$3,206.81 
BKH Black Hills Corporation
-1.41%
-$5,177.52 
CWCO Consolidated Water Co. Ltd.
-1.39%
-$3,875.73 
NKE Nike, Inc. - Class B
-1.37%
-$2,995.12 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$5,640 
DPZ Domino's Pizza Inc.
-1.37%
-$3,732.56 
NVTS Navitas Semiconductor Corporation
-1.36%
-$4,427.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,896.01 
MUSA Murphy USA Inc.
-1.35%
-$3,394.37 
PPG PPG Industries Inc.
-1.35%
-$5,351.44 
TXRH Texas Roadhouse Inc.
-1.33%
-$4,050.46 
GNW Genworth Financial Inc.
-1.3%
-$1,570.14 
MNST Monster Beverage Corporation
-1.3%
-$10,179.05 
DAL Delta Air Lines, Inc.
-1.3%
-$3,757.05 
TM Toyota Motor Corporation
-1.28%
-$3,741.64 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$867.68 
MPT Medical Properties Trust, Inc.
-1.28%
-$626.88 
FCX Freeport-McMoRan Inc.
-1.28%
-$11,114.01 
GRMN Garmin Ltd.
-1.27%
-$4,422.2 
IT Gartner Inc.
-1.24%
-$2,534.59 
CLX The Clorox Company
-1.24%
-$4,761.6 
NYT New York Times Co.
-1.24%
-$6,688.1 
WTRG Essential Utilities Inc.
-1.24%
-$3,516.5 
MDLZ Mondelez International, Inc.
-1.22%
-$9,520.3 
STE STERIS plc
-1.22%
-$3,074.16 
F Ford Motor Company
-1.21%
-$11,283.48 
TJX The TJX Companies, Inc.
-1.21%
-$29,788.64 
SKYW SkyWest Inc.
-1.19%
-$3,703.59 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.19%
-$2,600.52 
INVA Innoviva Inc.
-1.18%
-$2,438.75 
SHW The Sherwin-Williams Company
-1.16%
-$7,074.25 
NEE NextEra Energy, Inc.
-1.15%
-$23,650.16 
OMC Omnicom Group Inc.
-1.14%
-$4,719.26 
DE Deere & Company
-1.13%
-$21,066.37 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$19,007.01 
RCL Royal Caribbean Group
-1.13%
-$6,464.66 
VTRS Viatris Inc.
-1.13%
-$3,552.2 
LIVN LivaNova PLC
-1.12%
-$3,296.94 
PBF PBF Energy Inc.
-1.12%
-$4,357.47 
TXN Texas Instruments Inc
-1.08%
-$12,635.76 
LOW Lowe's Companies Inc.
-1.08%
-$12,766.49 
PLD Prologis Inc.
-1.08%
-$11,631.96 
MCK McKesson Corporation
-1.08%
-$12,330.37 
SABR Sabre Corporation
-1.07%
-$201.14 
DINO HF Sinclair Corporation
-1.05%
-$3,850.9 
CTAS Cintas Corporation
-1.04%
-$5,693.73 
BWA BorgWarner Inc.
-1.04%
-$4,456.84 
INTC Intel Corporation
-1.02%
-$36,006.81 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$4,016.35 
KO The Coca-Cola Company
-1.02%
-$25,544.7 
BURL Burlington Stores Inc.
-1%
-$3,910.33 
UPS United Parcel Service, Inc.
-1%
-$8,375.85 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$6,002.7 
ROL Rollins, Inc.
-0.99%
-$2,469.24 
PPL PPL Corporation
-0.98%
-$2,593.85 
VMC Vulcan Materials Company
-0.98%
-$2,483.08 
EW Edwards Lifesciences Corporation
-0.98%
-$5,379.65 
XOM Exxon Mobil Corporation
-0.97%
-$68,265.54 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$9,857.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$11,678.88 
FNF Fidelity National Financial, Inc.
-0.9%
-$7,109.71 
FN Fabrinet
-0.89%
-$4,147.35 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$2,195.64 
LNC Lincoln National Corporation
-0.89%
-$3,282.87 
VSTS Vestis Corporation
-0.89%
-$1,361.88 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$21,491.36 
PGR Progressive Corporation
-0.87%
-$11,885.4 
O Realty Income Corporation
-0.87%
-$4,315.36 
INGR Ingredion Inc.
-0.87%
-$2,326.38 
SAIA Saia, Inc.
-0.86%
-$2,850 
MEC Mayville Engineering Company, Inc.
-0.85%
-$9,725.32 
ATO Atmos Energy Corporation
-0.85%
-$3,467.62 
SR Spire Inc.
-0.83%
-$1,722.57 
SKT Tanger Factory Outlet Centers, Inc.
-0.83%
-$2,340.56 
FE FirstEnergy Corp.
-0.82%
-$4,538.4 
GILD Gilead Sciences Inc.
-0.81%
-$12,619.46 
PCAR PACCAR Inc.
-0.81%
-$8,393.76 
MCO Moody's Corporation
-0.81%
-$4,923.73 
D Dominion Energy, Inc.
-0.8%
-$3,918.32 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$40,492.35 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.78%
-$4,956.35 
ADC Agree Realty Corporation
-0.78%
-$5,806.59 
FOX Fox Corporation Class B Common Stock
-0.76%
-$1,862.4 
PYPL PayPal Holdings Inc
-0.76%
-$3,515.6 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$33,579.51 
CVS CVS Health Corporation
-0.75%
-$7,776.76 
SPGI S&P Global Inc.
-0.74%
-$9,019.69 
ED Consolidated Edison, Inc.
-0.74%
-$7,099.65 
MA Mastercard Incorporated
-0.74%
-$36,958.03 
BLK BlackRock, Inc.
-0.73%
-$11,004.41 
BCS Barclays PLC Sponsored ADR
-0.72%
-$2,052.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,581.55 
MAR Marriott International Inc. - Class A
-0.71%
-$5,307.99 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$4,054.58 
SBRA Sabra Health Care REIT, Inc.
-0.7%
-$2,130.6 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$2,028.14 
MP MP Materials Corp.
-0.7%
-$1,325.59 
DASH DoorDash, Inc.
-0.69%
-$2,353.66 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$13,819.8 
PDI Pimco Dynamic Income Fund
-0.68%
-$5,863 
MLI Mueller Industries Inc.
-0.67%
-$2,277 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$43,279.96 
DUK Duke Energy Corporation
-0.67%
-$9,715.44 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$154,305.8 
BRO Brown & Brown Inc.
-0.66%
-$2,526.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$15,822.89 
WPC W. P. Carey Inc.
-0.65%
-$1,839.85 
AMGN Amgen Inc.
-0.64%
-$14,669.26 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-0.64%
-$758.31 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,233.53 
GS The Goldman Sachs Group, Inc.
-0.63%
-$20,411.97 
AMT American Tower Corporation
-0.63%
-$1,899.72 
BALL Ball Corp.
-0.63%
-$2,188.17 
ACIW ACI Worldwide, Inc.
-0.62%
-$1,776.24 
HAS Hasbro Inc.
-0.62%
-$1,618.96 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$2,449.25 
ELME Elme Communities
-0.62%
-$471.1 
EME EMCOR Group, Inc.
-0.62%
-$3,270.29 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$5,544.07 
PM Philip Morris International Inc.
-0.61%
-$31,604.85 
ECL Ecolab Inc.
-0.61%
-$3,763.71 
MSCI MSCI Inc.
-0.61%
-$3,122 
DHR Danaher Corporation
-0.61%
-$9,132.06 
ACGL Arch Capital Group Ltd
-0.6%
-$1,895.88 
ROST Ross Stores, Inc.
-0.59%
-$3,736.51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,256.57 
DAR Darling Ingredients Inc.
-0.59%
-$1,446.12 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,598.09 
HRB H&R Block Inc.
-0.59%
-$3,348.55 
SCHF Schwab International Equity ETF
-0.58%
-$1,608.16 
AVTR Avantor Inc.
-0.58%
-$811.2 
WEC WEC Energy Group Inc.
-0.57%
-$3,945.08 
SBUX Starbucks Corporation
-0.57%
-$6,485.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,388.19 
OGS One Gas Inc.
-0.56%
-$1,229.79 
PRU Prudential Financial, Inc.
-0.56%
-$5,343.34 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,387.37 
WAB Wabtec Corporation
-0.55%
-$2,276.8 
COF Capital One Financial Corporation
-0.54%
-$5,686.19 
LLY Eli Lilly and Company
-0.53%
-$45,797.23 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,125.04 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,809.12 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,646.82 
LULU lululemon athletica inc.
-0.51%
-$887.55 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$2,136.41 
RGA Reinsurance Group of America, Inc.
-0.51%
-$2,021.89 
WELL Welltower Inc.
-0.51%
-$5,176.5 
PIPR Piper Sandler Companies
-0.5%
-$1,147.6 
STLD Steel Dynamics Inc.
-0.49%
-$1,874.9 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,838.75 
ALL Allstate Corporation
-0.49%
-$2,800.23 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,062.72 
DAN Dana Inc.
-0.48%
-$953.67 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$2,498.49 
IWM iShares Russell 2000 ETF
-0.47%
-$1,248.21 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,740.8 
DFIV Dimensional International Value ETF
-0.47%
-$1,417.77 
SPG Simon Property Group, Inc.
-0.46%
-$3,384.41 
CF CF Industries Holdings, Inc.
-0.46%
-$1,484.8 
WSO Watsco Inc.
-0.46%
-$906.63 
AVDE Avantis International Equity ETF
-0.46%
-$146,976.48 
PEP PepsiCo, Inc.
-0.46%
-$140,366.08 
DVY iShares Select Dividend ETF
-0.45%
-$2,235.54 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$508 
CCK Crown Holdings Inc.
-0.44%
-$1,437.8 
TRV The Travelers Companies, Inc.
-0.43%
-$4,327.65 
LAMR Lamar Advertising Company
-0.43%
-$1,568.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$9,403.4 
NTNX Nutanix, Inc.
-0.42%
-$2,474.77 
PAXS PIMCO Access Income Fund
-0.42%
-$3,102 
HD The Home Depot, Inc.
-0.42%
-$28,691.4 
ABCB Ameris Bancorp
-0.41%
-$1,541.88 
GL Globe Life Inc.
-0.4%
-$1,825.73 
AIG American International Group Inc.
-0.39%
-$1,088.1 
ORI Old Republic International Corp.
-0.39%
-$859.01 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$1,293.3 
ETR Entergy Corporation
-0.38%
-$1,767.92 
VGT Vanguard Information Technology ETF
-0.38%
-$4,571.76 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$9,890.37 
AXP American Express Company
-0.38%
-$23,352.58 
LII Lennox International Inc.
-0.38%
-$1,857.32 
ENSG The Ensign Group, Inc.
-0.37%
-$1,420.4 
CMS CMS Energy Corporation
-0.37%
-$1,428.84 
FDX FedEx Corporation
-0.37%
-$4,887.5 
MDT Medtronic plc
-0.37%
-$4,052.48 
AWR American States Water Co.
-0.37%
-$1,339.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,215.74 
JHMB John Hancock Mortgage-Backed Securities ETF
-0.37%
-$41,972.16 
RSG Republic Services, Inc.
-0.37%
-$2,228.46 
ABNB Airbnb, Inc.
-0.37%
-$2,582.17 
KVUE Kenvue Inc.
-0.36%
-$1,204.21 
TMUS T-Mobile US, Inc.
-0.36%
-$2,111.73 
DG Dollar General Corporation
-0.35%
-$1,678.94 
BF-B Brown-Forman Corporation
-0.35%
-$6,184.6 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,035.21 
CR Crane NXT Co.
-0.34%
-$879.82 
VVR Invesco Senior Income Trust
-0.34%
-$211.5 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$15,431.04 
ADSK Autodesk, Inc.
-0.33%
-$2,485.56 
CL Colgate-Palmolive Company
-0.33%
-$3,219.6 
IFF International Flavors & Fragrances Inc.
-0.33%
-$990.86 
TFC Truist Financial Corporation
-0.33%
-$1,956.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,087.7 
CEG Constellation Energy Corporation
-0.31%
-$1,869.48 
POWL Powell Industries Inc.
-0.3%
-$2,207.86 
CPK Chesapeake Utilities Corporation
-0.29%
-$831.87 
HOMB Home BancShares Inc.
-0.29%
-$689.67 
VST Vistra Corp
-0.29%
-$1,088.76 
EVRG Evergy Inc.
-0.29%
-$840.23 
COR Cencora, Inc.
-0.28%
-$2,476.9 
MKTX MarketAxess Holdings Inc.
-0.28%
-$1,294.87 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$825.21 
DSL DoubleLine Income Solutions Fund
-0.28%
-$735 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$732.42 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.28%
-$3,973.55 
CCI Crown Castle Inc.
-0.27%
-$614.46 
AMSC American Superconductor Corporation
-0.27%
-$2,489.36 
EGP EastGroup Properties Inc.
-0.27%
-$619.03 
VTV Vanguard Value ETF
-0.27%
-$690.29 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,937.24 
CNP CenterPoint Energy Inc.
-0.26%
-$955.45 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.26%
-$1,212.34 
BX Blackstone Inc.
-0.25%
-$1,701.8 
A Agilent Technologies Inc.
-0.24%
-$665.06 
CENX Century Aluminum Company
-0.24%
-$698.17 
HUBB Hubbell Inc.
-0.24%
-$689.71 
FISV Fiserv, Inc.
-0.24%
-$612.69 
COST Costco Wholesale Corporation
-0.24%
-$15,319.12 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,159.97 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,032.15 
CFFN Capitol Federal Financial, Inc.
-0.23%
-$317.12 
VB Vanguard Small-Cap ETF
-0.22%
-$1,086.99 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$910.85 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,856.73 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$844.8 
PFG Principal Financial Group, Inc.
-0.22%
-$589.75 
GTO Invesco Total Return Bond ETF
-0.22%
-$38,078.18 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,457.78 
LSCC Lattice Semiconductor Corporation
-0.21%
-$1,298.96 
VLY Valley National Bancorp
-0.21%
-$467.76 
MEDP Medpace Holdings Inc.
-0.21%
-$979.37 
MKL Markel Group Inc.
-0.2%
-$500.43 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,158.15 
NFG National Fuel Gas Company
-0.19%
-$525.92 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,766.99 
OUT OUTFRONT Media Inc.
-0.19%
-$703.92 
EPD Enterprise Products Partners L.P.
-0.18%
-$600.96 
BKNG Booking Holdings Inc.
-0.18%
-$1,003.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,165.4 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.17%
-$359.56 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$56,312.54 
FITB Fifth Third Bancorp
-0.16%
-$687.24 
LNT Alliant Energy Corporation
-0.15%
-$360.03 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$679.8 
ELV Elevance Health, Inc.
-0.15%
-$1,465.49 
TPR Tapestry Inc.
-0.14%
-$544.11 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$628.81 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$468.3 
LRMR Larimar Therapeutics Inc.
-0.13%
-$179.41 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$314.03 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$703.35 
KIM Kimco Realty Corporation
-0.12%
-$271.44 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$248.7 
EXR Extra Space Storage Inc.
-0.12%
-$323.37 
MUB iShares National Muni Bond ETF
-0.11%
-$2,713.92 
CFG Citizens Financial Group, Inc.
-0.11%
-$434.4 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$505.32 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.11%
-$583.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$30,652.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$333.06 
WBS Webster Financial Corporation
-0.1%
-$557.36 
ALB Albemarle Corporation
-0.1%
-$164.52 
TIP iShares TIPS Bond ETF
-0.1%
-$236.39 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,685.4 
DMO Western Asset Mortgage Defined Opportunity Fund
-0.1%
-$288.5 
PGX Invesco Preferred ETF
-0.09%
-$341.58 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.09%
-$2,943.39 
REG Regency Centers Corporation
-0.09%
-$313.46 
JPIE JPMorgan Income ETF
-0.09%
-$7,805.72 
TXNM TxnM Energy Inc.
-0.09%
-$227.5 
FMB First Trust Managed Municipal Fund
-0.08%
-$5,844.2 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$548.72 
BINC iShares Flexible Income Active ETF
-0.08%
-$249.43 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$159.3 
RAAX VanEck Real Assets ETF
-0.08%
-$599.22 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$160.58 
WTFC Wintrust Financial Corporation
-0.07%
-$280.83 
TTMI TTM Technologies, Inc.
-0.06%
-$159.95 
CMF iShares California Muni Bond ETF
-0.05%
-$1,326.93 
VO Vanguard Mid-Cap ETF
-0.05%
-$230.88 
JHG Janus Henderson Group plc
-0.04%
-$87.52 
V Visa Inc. Class A
-0.04%
-$2,236.62 
XEL Xcel Energy Inc.
-0.04%
-$141.81 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$104.8 
TMHC Taylor Morrison Home Corporation
-0.03%
-$100.74 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$6,530.97 
JSTC Adasina Social Justice All Cap Global ETF
-0.03%
-$573.51 
TGT Target Corporation
-0.01%
-$100.02 
UBER Uber Technologies, Inc.
-0.01%
-$115.14 Events
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Dividends
Dividend Analysis
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| Trades 6574 | Longs Won 4080/6574 62% | Profit Factor 11.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.79M |
| Average Win $406,234.9 | Best Trade (Sep 03) $752.53M | Sharpe Ratio -11.59 |
| Average Loss -$55,900.95 | Worst Trade (Jun 30) -$17.26M | Z-Score 15.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $230,879.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.24% | 5.79% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,956 | $247,100.62 | $270,651.72 | - | $23,551.1 | 9.53% | -0.245% |
| AA Alcoa Corporation | 6,271 | $348,897.47 | $283,825.46 | - | -$65,072.01 | -18.65% | +0.645% |
| AAPL Apple Inc. | 878,194 | $160.1M | $271.28M | - | $111.18M | 69.45% | -7.354% |
| ABBV AbbVie Inc. | 24,928 | $4.75M | $6.26M | - | $1.5M | 31.66% | -2.513% |
| ABCB Ameris Bancorp | 4,283 | $269,826.65 | $373,520.43 | - | $103,693.78 | 38.43% | -0.411% |
| ABNB Airbnb, Inc. | 4,611 | $608,718.52 | $698,658.72 | - | $89,940.2 | 14.78% | -0.368% |
| ABT Abbott Laboratories | 8,867 | $1.21M | $937,241.9 | - | -$268,758.77 | -22.29% | +0.085% |
| ACGL Arch Capital Group Ltd | 3,108 | $283,971.86 | $312,447.24 | - | $28,475.38 | 10.03% | -0.603% |
| ACIW ACI Worldwide, Inc. | 4,934 | $202,343.34 | $282,866.22 | - | $80,522.88 | 39.8% | -0.624% |
| ACN Accenture plc Class A | 5,691 | $1.66M | $944,250.72 | - | -$710,847.55 | -42.95% | +1.611% |
| ADBE Adobe Inc. | 5,967 | $1.99M | $1.49M | - | -$492,604.57 | -24.79% | +1.013% |
| ADC Agree Realty Corporation | 9,519 | $649,956.14 | $740,578.2 | - | $90,622.06 | 13.94% | -0.778% |
| ADI Analog Devices, Inc. | 2,326 | $580,425.76 | $854,595.66 | - | $274,169.9 | 47.24% | +0.202% |
| ADP Automatic Data Processing Inc. | 5,020 | $1.29M | $1.34M | - | $49,524.75 | 3.84% | +0.982% |
| ADSK Autodesk, Inc. | 3,228 | $863,408.52 | $755,997.6 | - | -$107,410.92 | -12.44% | -0.328% |
| AEE Ameren Corporation | 2,310 | $233,594 | $253,199.1 | - | $19,605.1 | 8.39% | +0.791% |
| AEIS Advanced Energy Industries Inc. | 1,398 | $318,994.14 | $404,748.95 | - | $85,754.81 | 26.88% | +5.564% |
| AEP American Electric Power Company, Inc. | 6,527 | $691,277.32 | $834,476.95 | - | $143,199.63 | 20.72% | +0.055% |
| AFL Aflac Inc. | 5,138 | $550,461.36 | $654,992.24 | - | $104,530.88 | 18.99% | +0.094% |
| AIG American International Group Inc. | 3,510 | $294,982.06 | $275,815.8 | - | -$19,166.26 | -6.5% | -0.393% |
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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, SPDR S&P 500 ETF Trust - $23.93M, iShares Core S&P 500 ETF - $16.04M, iShares ESG Aware MSCI USA ETF - $8.37M, and iShares Core S&P Mid-Cap ETF - $8.13M. 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 - $11.3M, The Walt Disney Company - $8.24M, iShares Bitcoin Trust - $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 $209.66M earned over time. The largest contributors to dividend income include Johnson & Johnson - $115.9M, SPDR S&P 500 ETF Trust - $20.66M, iShares Core S&P 500 ETF - $14.51M, PepsiCo, Inc - $4.93M, 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.
