Meriwether Wealth & Planning LLC Portfolio
Invests via Meriwether Wealth & Planning LLC | Managed by Andrew (Andy) Pendergrass, Jeremy Pendergrass, Tracy L. Campbell
Invests via Meriwether Wealth & Planning LLC
Managed by Andrew (Andy) Pendergrass, Jeremy Pendergrass, Tracy L. Campbell
Automatically Tracked
Company Profile
Registered as a boutique wealth management and financial planning firm, Meriwether Wealth & Planning LLC provides advisory services to high-net-worth individuals, families and business owners, offering holistic wealth planning, investment portfolio construction, retirement and estate planning. The firm typically focuses on discretionary and fee-based advisory mandates, tax-aware strategies and fiduciary governance, positioning itself as a personalized, advisory-first alternative to larger RIAs and bank-affiliated wealth channels.
Registered as a boutique wealth management and financial planning firm, Meriwether Wealth & Planning LLC provides advisory services to high-net-worth individuals, families and business owners, offering holistic wealth planning, investment portfolio construction, retirement and estate planning. The firm typically focuses on discretionary and fee-based advisory mandates, tax-aware strategies and fiduciary governance, positioning itself as a personalized, advisory-first alternative to larger RIAs and bank-affiliated wealth channels.
Investment Philosophy & Strategy
Advisory-first, goals-driven wealth management underpins the firm's investment philosophy: construct diversified, tax-aware multi-asset portfolios tailored to high-net-worth households and business owners with an emphasis on capital preservation and long-term wealth transfer. Portfolios blend low-cost passive exposure with selective active managers and concentrated privately held or business-related positions when alignment and liquidity permit. Risk is managed through scenario-based stress testing, disciplined rebalancing and cash-liquidity buffers. Implementation favors fiduciary governance, fee transparency, customized estate and retirement overlay strategies, and opportunistic tactical adjustments to capture market dislocations while prioritizing tax efficiency and client objectives.
Advisory-first, goals-driven wealth management underpins the firm's investment philosophy: construct diversified, tax-aware multi-asset portfolios tailored to high-net-worth households and business owners with an emphasis on capital preservation and long-term wealth transfer. Portfolios blend low-cost passive exposure with selective active managers and concentrated privately held or business-related positions when alignment and liquidity permit. Risk is managed through scenario-based stress testing, disciplined rebalancing and cash-liquidity buffers. Implementation favors fiduciary governance, fee transparency, customized estate and retirement overlay strategies, and opportunistic tactical adjustments to capture market dislocations while prioritizing tax efficiency and client objectives.
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:
23.18%
Gain +0.23%
Monthly
0.97%
Yearly
12.36%
Drawdown
13.96%
$222.66M
Equity
Holdings
$222.66M
Investment
$195.74M
$32.34M
Profit +$407,248.14
Realized
$5.42M
Unrealized
$26.92M
Dividends
$6.73M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$407,248.14
Win %
57%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.21M
Win %
57%
This Month
Compared to last month
Gain
0.85%
Profit
$1.87M
Win %
57%
This Year
Compared to last year
Gain
0.54%
Profit
$1.21M
Win %
59%
HALO Halozyme Therapeutics Inc.
+6.57%
+$151.2 
PHAT Phathom Pharmaceuticals Inc.
+5.71%
+$100 
CHWY Chewy Inc.
+5.68%
+$560 
HRB H&R Block Inc.
+5%
+$227.76 
UNH UnitedHealth Group Incorporated
+4.73%
+$1,035.88 
DLTR Dollar Tree, Inc.
+4.7%
+$60.06 
MRNA Moderna, Inc.
+4.65%
+$170.85 
BMY Bristol-Myers Squibb Company
+4.61%
+$3,283.38 
COLL Collegium Pharmaceutical Inc.
+4.55%
+$2,621.5 
RPRX Royalty Pharma plc
+4.28%
+$709.06 
AGNT eXp World Holdings Inc.
+4.19%
+$9.3 
AZN AstraZeneca PLC American Depositary Shares
+3.98%
+$546.48 
DG Dollar General Corporation
+3.95%
+$133.38 
KR Kroger Co.
+3.87%
+$881.25 
LLY Eli Lilly and Company
+3.85%
+$19,123.14 
UHS Universal Health Services, Inc.
+3.84%
+$227.04 
GILD Gilead Sciences Inc.
+3.84%
+$1,323.44 
BJ BJ's Wholesale Club Holdings, Inc.
+3.84%
+$19.1 
MRK Merck & Co., Inc.
+3.79%
+$2,579.41 
LMT Lockheed Martin Corporation
+3.61%
+$2,094.15 
GSK GSK plc Sponsored ADR
+3.48%
+$5,324.27 
WMT Walmart Inc.
+3.46%
+$45,578.36 
REGN Regeneron Pharmaceuticals, Inc.
+3.35%
+$782.44 
CAH Cardinal Health Inc.
+3.35%
+$1,010.52 
ABBV AbbVie Inc.
+3.34%
+$22,848.32 
AMGN Amgen Inc.
+3.25%
+$14,316.38 
CVS CVS Health Corporation
+3.24%
+$2,226.56 
PM Philip Morris International Inc.
+3.16%
+$1,547.34 
CL Colgate-Palmolive Company
+3.15%
+$104.71 
NVS Novartis AG Sponsored ADR
+3.14%
+$22,425.99 
COKE Coca-Cola Consolidated Inc.
+3.01%
+$204.4 
INTU Intuit Inc.
+2.98%
+$89.9 
NOC Northrop Grumman Corporation
+2.97%
+$801.36 
PFE Pfizer Inc.
+2.96%
+$5,834.64 
COST Costco Wholesale Corporation
+2.87%
+$6,185.62 
ACI Albertsons Companies, Inc.
+2.83%
+$93.6 
EVH Evolent Health Inc.
+2.83%
+$16.25 
CBOE Cboe Global Markets Inc.
+2.81%
+$32.88 
VRTX Vertex Pharmaceuticals Incorporated
+2.74%
+$1,447.52 
INCY Incyte Corporation
+2.72%
+$265.95 
CME CME Group Inc.
+2.72%
+$113.4 
RVMD Revolution Medicines Inc.
+2.7%
+$55.88 
TMUS T-Mobile US, Inc.
+2.64%
+$1,140.86 
HII Huntington Ingalls Industries Inc.
+2.6%
+$2,956.98 
CHD Church & Dwight Co., Inc.
+2.5%
+$282.5 
CI The Cigna Group
+2.5%
+$274.95 
EXEL Exelixis Inc.
+2.49%
+$241.24 
SYY Sysco Corporation
+2.46%
+$3,104 
DOW Dow Inc.
+2.38%
+$64.6 
ULTA Ulta Beauty Inc.
+2.32%
+$40.26 
PG Procter & Gamble Co
+2.31%
+$6,251.65 
MO Altria Group, Inc.
+2.23%
+$673.09 
VRSK Verisk Analytics Inc.
+2.23%
+$19.65 
UL Unilever PLC Sponsored American Depositary Receipt
+2.19%
+$22,561.16 
XPO XPO Inc.
+2.18%
+$31.6 
TGT Target Corporation
+2.18%
+$612.35 
ROST Ross Stores, Inc.
+2.17%
+$107.58 
JNJ Johnson & Johnson
+2.13%
+$4,042.41 
OTIS Otis Worldwide Corporation
+2.11%
+$1,813.24 
HCA HCA Healthcare Inc.
+2.1%
+$571.71 
MNST Monster Beverage Corporation
+2.1%
+$318.5 
RSG Republic Services, Inc.
+2.06%
+$22.65 
WCN Waste Connections Inc.
+2.05%
+$248.85 
VZ Verizon Communications Inc.
+2.04%
+$3,579.58 
CVX Chevron Corporation
+2.02%
+$20,865.67 
BKNG Booking Holdings Inc.
+2.01%
+$29,747.28 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.99%
+$20.7 
SRPT Sarepta Therapeutics Inc.
+1.94%
+$520 
LYB LyondellBasell Industries N.V.
+1.93%
+$20.88 
CNC Centene Corporation
+1.89%
+$114.4 
RTX RTX Corporation
+1.89%
+$3,029.1 
HXL Hexcel Corporation
+1.87%
+$14.49 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$143.22 
ADBE Adobe Inc.
+1.86%
+$1,108.8 
CTSH Cognizant Technology Solutions Corporation
+1.86%
+$207.48 
KO The Coca-Cola Company
+1.85%
+$2,666.99 
MBLY Mobileye Global Inc.
+1.85%
+$15.47 
WM Waste Management, Inc.
+1.85%
+$752.64 
COR Cencora, Inc.
+1.84%
+$2,587.62 
YOU Clear Secure Inc.
+1.81%
+$9.48 
WAT Waters Corporation
+1.8%
+$30.96 
AJG Arthur J. Gallagher & Co.
+1.78%
+$695.52 
THC Tenet Healthcare Corporation
+1.76%
+$895.79 
HUM Humana Inc.
+1.72%
+$1,168.02 
THG Hanover Insurance Group, Inc.
+1.68%
+$11.19 
IDXX IDEXX Laboratories, Inc.
+1.67%
+$34.8 
MPC Marathon Petroleum Corporation
+1.67%
+$2,548.74 
ED Consolidated Edison, Inc.
+1.65%
+$302.6 
LFST LifeStance Health Group, Inc.
+1.62%
+$17.4 
ADP Automatic Data Processing Inc.
+1.6%
+$101.66 
RGEN Repligen Corporation
+1.58%
+$661.64 
OSCR Oscar Health, Inc.
+1.57%
+$265 
PSX Phillips 66
+1.56%
+$994.08 
PEP PepsiCo, Inc.
+1.55%
+$7,046.69 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$8,280.42 
MCK McKesson Corporation
+1.53%
+$12,163.32 
AFL Aflac Inc.
+1.52%
+$207.09 
WDAY Workday Inc.
+1.48%
+$60.5 
BALL Ball Corp.
+1.46%
+$6.09 
SO The Southern Company
+1.44%
+$3,463.29 
UNP Union Pacific Corporation
+1.44%
+$2,120.47 
WTRG Essential Utilities Inc.
+1.43%
+$208.88 
DRI Darden Restaurants, Inc.
+1.42%
+$160.6 
KVUE Kenvue Inc.
+1.41%
+$6.75 
A Agilent Technologies Inc.
+1.4%
+$38.4 
ES Eversource Energy
+1.4%
+$1,017.52 
ZTS Zoetis Inc.
+1.39%
+$82.8 
EW Edwards Lifesciences Corporation
+1.38%
+$621.86 
GUTS Fractyl Health Inc.
+1.37%
+$2.28 
JBHT J.B. Hunt Transport Services, Inc.
+1.36%
+$18.72 
SBUX Starbucks Corporation
+1.36%
+$1,413.75 
MDT Medtronic plc
+1.31%
+$14,508.24 
NUE Nucor Corporation
+1.3%
+$16.55 
DGX Quest Diagnostics Inc.
+1.29%
+$350.46 
BBY Best Buy Co., Inc.
+1.28%
+$27.12 
AWK American Water Works Company, Inc.
+1.28%
+$170.98 
BG Bunge Global S.A.
+1.25%
+$76.95 
APD Air Products and Chemicals, Inc.
+1.24%
+$3,337.95 
WSO Watsco Inc.
+1.23%
+$3.59 
DUK Duke Energy Corporation
+1.23%
+$3,104.45 
KHC The Kraft Heinz Company
+1.2%
+$553.5 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$40,114.08 
GRMN Garmin Ltd.
+1.2%
+$23.17 
MRTN Marten Transport, Ltd.
+1.19%
+$24 
LHX L3Harris Technologies, Inc.
+1.18%
+$50.04 
ITW Illinois Tool Works Inc.
+1.18%
+$103.95 
BRO Brown & Brown Inc.
+1.17%
+$67.5 
JPM JPMorgan Chase & Co.
+1.16%
+$47,870.9 
CB Chubb Limited
+1.15%
+$917.7 
KMB Kimberly-Clark Corporation
+1.14%
+$322.56 
COLM Columbia Sportswear Company
+1.12%
+$2.56 
SOLV Solventum Corporation
+1.11%
+$30.72 
FAST Fastenal Co.
+1.11%
+$18.81 
VTRS Viatris Inc.
+1.1%
+$167.96 
CTAS Cintas Corporation
+1.09%
+$99 
CSX CSX Corporation
+1.09%
+$416 
MCD McDonald's Corporation
+1.06%
+$1,552.49 
MMM 3M Company
+1.04%
+$365.04 
UPS United Parcel Service, Inc.
+1.03%
+$1,851.22 
INSM Insmed Inc.
+1.03%
+$12 
CAG Conagra Brands Inc.
+1.02%
+$43.96 
COP ConocoPhillips
+1.02%
+$15,988.32 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$6,317.54 
T AT&T Inc.
+1.01%
+$482.08 
TIGO Millicom International Cellular S.A.
+1.01%
+$56.8 
CRL Charles River Laboratories International, Inc.
+1%
+$20.86 
NOW ServiceNow, Inc.
+0.99%
+$590.47 
XEL Xcel Energy Inc.
+0.96%
+$14.4 
POST Post Holdings Inc.
+0.94%
+$44.64 
WERN Werner Enterprises Inc.
+0.93%
+$1.8 
TJX The TJX Companies, Inc.
+0.93%
+$1,371.57 
TYL Tyler Technologies Inc.
+0.93%
+$4,815 
SCHW Charles Schwab Corporation
+0.9%
+$13,489.1 
ABNB Airbnb, Inc.
+0.89%
+$1,130.72 
WELL Welltower Inc.
+0.88%
+$188.79 
GIS General Mills, Inc.
+0.88%
+$657.16 
LOPE Grand Canyon Education Inc.
+0.87%
+$20.85 
CMCSA Comcast Corp
+0.86%
+$7,605.54 
DHR Danaher Corporation
+0.84%
+$47 
FELE Franklin Electric Co., Inc.
+0.84%
+$23.24 
CMC Commercial Metals Company
+0.83%
+$18.9 
WEC WEC Energy Group Inc.
+0.83%
+$767.36 
GGG Graco Inc.
+0.83%
+$13.2 
LNT Alliant Energy Corporation
+0.82%
+$62.15 
D Dominion Energy, Inc.
+0.82%
+$849.66 
CNP CenterPoint Energy Inc.
+0.81%
+$315.84 
BDX Becton, Dickinson and Company
+0.81%
+$10,708.4 
ROIV Roivant Sciences Ltd
+0.81%
+$4.05 
NSC Norfolk Southern Corporation
+0.81%
+$2.59 
TSN Tyson Foods Inc.
+0.8%
+$81.7 
CPB The Campbell's Company
+0.79%
+$33.45 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$29.19 
CMS CMS Energy Corporation
+0.78%
+$62.92 
SON Sonoco Products Co.
+0.78%
+$3.42 
ACGL Arch Capital Group Ltd
+0.77%
+$3.75 
FIS Fidelity National Information Services, Inc.
+0.77%
+$958.23 
ORLY O'Reilly Automotive Inc.
+0.77%
+$342.54 
ATRC AtriCure, Inc.
+0.77%
+$265.35 
PPC Pilgrim's Pride Corporation
+0.76%
+$2.64 
SDY SPDR S&P Dividend ETF
+0.76%
+$1,112.05 
ECL Ecolab Inc.
+0.75%
+$479.25 
VLO Valero Energy Corporation
+0.73%
+$906.36 
BLK BlackRock, Inc.
+0.72%
+$38.35 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+0.71%
+$2,022.57 
GPC Genuine Parts Company
+0.7%
+$1,284.32 
JBS JBS N.V.
+0.7%
+$3.06 
MUR Murphy Oil Corporation
+0.69%
+$185.76 
ORI Old Republic International Corp.
+0.68%
+$37.7 
SLGN Silgan Holdings Inc.
+0.68%
+$12.24 
GD General Dynamics Corporation
+0.67%
+$7,029.12 
EOG EOG Resources, Inc.
+0.67%
+$857.82 
ELV Elevance Health, Inc.
+0.66%
+$7,484.28 
EVRG Evergy Inc.
+0.66%
+$45.9 
ACN Accenture plc Class A
+0.66%
+$5,042.8 
AVY Avery Dennison Corporation
+0.66%
+$14.56 
ODFL Old Dominion Freight Line, Inc.
+0.66%
+$12 
SSNC SS&C Technologies Holdings Inc.
+0.65%
+$24.38 
AIT Applied Industrial Technologies Inc.
+0.65%
+$17.2 
EXPD Expeditors International of Washington, Inc.
+0.64%
+$25 
OGE Oge Energy Corp.
+0.64%
+$219.9 
AZO AutoZone Inc.
+0.63%
+$91.6 
ALGN Align Technology, Inc.
+0.63%
+$3.6 
MTG MGIC Investment Corporation
+0.63%
+$3.91 
ELAN Elanco Animal Health Incorporated
+0.62%
+$27.44 
CINF Cincinnati Financial Corporation
+0.62%
+$51.5 
CLX The Clorox Company
+0.62%
+$723.32 
EXC Exelon Corporation
+0.61%
+$313.04 
XLE Energy Select Sector SPDR Fund
+0.61%
+$8,137.68 
IEX IDEX Corporation
+0.6%
+$18.59 
HIG The Hartford Insurance Group, Inc.
+0.59%
+$27.72 
CLH Clean Harbors Inc.
+0.59%
+$18.6 
OBK Origin Bancorp Inc.
+0.58%
+$1,140 
BP BP p.l.c. Sponsored ADR
+0.58%
+$196 
NBIX Neurocrine Biosciences Inc.
+0.58%
+$50.7 
SHEL Shell plc
+0.57%
+$410.05 
IQV IQVIA Holdings Inc.
+0.56%
+$710.01 
MSI Motorola Solutions, Inc.
+0.55%
+$200.88 
CMG Chipotle Mexican Grill, Inc.
+0.54%
+$21.61 
HD The Home Depot, Inc.
+0.54%
+$817.26 
PCAR PACCAR Inc.
+0.54%
+$11.02 
ADM Archer-Daniels-Midland Co
+0.53%
+$207.24 
AXS AXIS Capital Holdings Limited
+0.52%
+$13.26 
SAM The Boston Beer Company Inc.
+0.51%
+$4.55 
IMO Imperial Oil Limited
+0.5%
+$1.95 
AAPL Apple Inc.
+0.49%
+$11,884.08 
TTWO Take-Two Interactive Software, Inc.
+0.48%
+$5.73 
CP Canadian Pacific Kansas City Limited
+0.46%
+$3,348.54 
E Eni S.p.A. Sponsored ADR
+0.45%
+$6.76 
PNW Pinnacle West Capital Corporation
+0.45%
+$597.08 
DOV Dover Corporation
+0.44%
+$26.35 
FE FirstEnergy Corp.
+0.44%
+$30.8 
SWKS Skyworks Solutions Inc.
+0.43%
+$15.51 
EXLS ExlService Holdings Inc.
+0.43%
+$1.92 
PFGC Performance Food Group Co.
+0.42%
+$5.6 
SJM The J.M. Smucker Company
+0.42%
+$40.29 
EBAY eBay Inc.
+0.4%
+$422.53 
ORC Orchid Island Capital Inc.
+0.4%
+$0.7 
DIS The Walt Disney Company
+0.39%
+$864.45 
DOX Amdocs Limited
+0.39%
+$16.79 
AEP American Electric Power Company, Inc.
+0.38%
+$596.16 
DVY iShares Select Dividend ETF
+0.37%
+$20.3 
IP International Paper Company
+0.36%
+$211.6 
HMC Honda Motor Co., Ltd.
+0.36%
+$5.04 
PRI Primerica Inc.
+0.35%
+$1.96 
ABT Abbott Laboratories
+0.35%
+$272.88 
SAP SAP SE Sponsored ADR
+0.34%
+$2.22 
ALB Albemarle Corporation
+0.33%
+$233.6 
O Realty Income Corporation
+0.33%
+$356.76 
CRUS Cirrus Logic, Inc.
+0.32%
+$13.65 
HWM Howmet Aerospace Inc.
+0.32%
+$51.37 
MSM MSC Industrial Direct Co., Inc.
+0.31%
+$9.13 
RJF Raymond James Financial Inc.
+0.31%
+$5.88 
ADSK Autodesk, Inc.
+0.31%
+$139.87 
PPG PPG Industries Inc.
+0.31%
+$4.48 
PH Parker-Hannifin Corporation
+0.3%
+$63.36 
CTVA Corteva Inc.
+0.3%
+$47.44 
ALNY Alnylam Pharmaceuticals Inc
+0.29%
+$22.75 
BABA Alibaba Group Holding Limited SP ADR
+0.29%
+$631.36 
ATO Atmos Energy Corporation
+0.29%
+$39.01 
TAP Molson Coors Beverage Company
+0.29%
+$12.32 
QGEN QIAGEN N.V.
+0.26%
+$0.72 
ADC Agree Realty Corporation
+0.26%
+$10.71 
CNO CNO Financial Group Inc.
+0.24%
+$3.64 
FDX FedEx Corporation
+0.24%
+$681.72 
AON Aon plc
+0.23%
+$954.88 
SLF Sun Life Financial Inc.
+0.22%
+$3.91 
ILMN Illumina, Inc.
+0.21%
+$4.06 
VTV Vanguard Value ETF
+0.21%
+$128.78 
WFC Wells Fargo & Company
+0.2%
+$18.98 
NEE NextEra Energy, Inc.
+0.19%
+$351 
BIPC Brookfield Infrastructure Partners L.P.
+0.19%
+$0.56 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.17%
+$720.08 
REG Regency Centers Corporation
+0.17%
+$2.52 
NVO Novo Nordisk A/S Sponsored ADR
+0.16%
+$4.98 
NFLX Netflix, Inc.
+0.16%
+$586.08 
SHW The Sherwin-Williams Company
+0.14%
+$4.4 
OVV Ovintiv Inc.
+0.14%
+$17.1 
FLBL Franklin Senior Loan ETF
+0.13%
+$12.3 
HFBL Home Federal Bancorp Inc. of Louisiana
+0.12%
+$155.91 
HAL Halliburton Company
+0.12%
+$79.4 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.12%
+$275.12 
LIN Linde plc
+0.12%
+$82.6 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$128.79 
RMD ResMed Inc.
+0.11%
+$2.25 
EVTC Evertec, Inc.
+0.1%
+$0.18 
SBCF Seacoast Banking Corporation of Florida
+0.1%
+$5.37 
MTCH Match Group, Inc.
+0.09%
+$3.52 
MAR Marriott International Inc. - Class A
+0.09%
+$144.32 
NGVT Ingevity Corporation
+0.09%
+$2.34 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$282.94 
FNF Fidelity National Financial, Inc.
+0.08%
+$0.15 
DOLE Dole plc
+0.07%
+$0.2 
PAGP Plains GP Holdings, L.P.
+0.07%
+$43.08 
PRU Prudential Financial, Inc.
+0.07%
+$13.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$348.85 
INGR Ingredion Inc.
+0.06%
+$2.28 
DE Deere & Company
+0.06%
+$577.98 
DCI Donaldson Company, Inc.
+0.06%
+$2.05 
FBND Fidelity Total Bond ETF
+0.05%
+$5,254.92 
NHYM Nuveen High Yield Municipal Income ETF
+0.04%
+$25.81 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$3,216.87 
FERG Ferguson Enterprises Inc
+0.04%
+$178.8 
LXP LXP Industrial Trust
+0.03%
+$0.12 
MBB iShares MBS ETF
+0.03%
+$27.15 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.03%
+$1.62 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$87.61 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$2,003.38 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$18.75 
DTE DTE Energy Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FORM FormFactor Inc.
0%
$0 
HEI.A Heico Corporation
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
BIZD VanEck BDC Income ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JPHY JPMorgan Active High Yield ETF
0%
$0 
TFLR T. Rowe Price Floating Rate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ESSC
ESSC
0%
$0 CNL
CNL
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$78,135.75 
CRWV CoreWeave, Inc.
-15.46%
-$168.42 
IREN IREN Limited
-12.18%
-$530 
DELL Dell Technologies Inc.
-11.39%
-$17,011.98 
U Unity Software Inc.
-11.22%
-$523 
BTDR Bitdeer Technologies Group
-11.18%
-$25.75 
ASTS AST SpaceMobile, Inc.
-10.47%
-$660.62 
CIEN Ciena Corporation
-10.19%
-$244.8 
SMR NuScale Power Corporation
-10.17%
-$2,805 
P Everpure Inc.
-9.88%
-$31.02 
CRDO Credo Technology Group Holding Ltd.
-9.62%
-$95.42 
IONQ IonQ, Inc.
-9.53%
-$6,451.19 
FLEX Flex Ltd.
-9.5%
-$200.07 
LITE Lumentum Holdings Inc.
-9.28%
-$183.32 
COHR Coherent Corp.
-9.19%
-$1,892.86 
BE Bloom Energy Corporation
-9.15%
-$241.1 
STRL Sterling Infrastructure, Inc.
-9.13%
-$1,047.42 
INOD Innodata Inc.
-8.98%
-$655 
ORCL Oracle Corporation
-8.84%
-$73,411.65 
LUMN Lumen Technologies Inc.
-8.82%
-$938.08 
MRVL Marvell Technology, Inc.
-8.67%
-$20,979.01 
OKLO Oklo Inc.
-8.62%
-$10,439.4 
RGTI Rigetti Computing Inc
-8.61%
-$1,173.7 
HOOD Robinhood Markets, Inc.
-8.54%
-$339.84 
SMCI Super Micro Computer Inc
-8.42%
-$822.5 
HPE Hewlett Packard Enterprise Company
-8.2%
-$231.24 
LZM Lifezone Metals Ltd.
-7.98%
-$22.96 
RKLB Rocket Lab Corporation
-7.8%
-$140.28 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-7.72%
-$150.78 
FSLY Fastly, Inc.
-7.71%
-$77.33 
ACDC ProFrac Holding Corp.
-7.67%
-$0.35 
JBL Jabil Inc.
-7.54%
-$790.35 
ALM Almonty Industries Inc.
-7.2%
-$15.01 
PLUG Plug Power Inc.
-7.05%
-$495 
JOBY Joby Aviation, Inc.
-6.87%
-$633.42 
DJT Trump Media & Technology Group Corp.
-6.84%
-$17.49 
NET Cloudflare Inc.
-6.81%
-$16,559.31 
ARM Arm Holdings plc American Depositary Receipt
-6.8%
-$521.4 
PSLV Sprott Physical Silver Trust
-6.71%
-$574.6 
HIMS Hims & Hers Health, Inc.
-6.7%
-$597 
SOFI SoFi Technologies, Inc.
-6.69%
-$689.52 
VST Vistra Corp
-6.51%
-$4,101.16 
LGIH LGI Homes Inc.
-6.49%
-$29.4 
OKTA Okta Inc.
-6.45%
-$14.62 
EFXT Enerflex Ltd.
-6.43%
-$1,111.56 
AUGO Aura Minerals Inc.
-6.39%
-$22.48 
SNOW Snowflake Inc.
-6.34%
-$340.2 
GEV GE Vernova Inc.
-6.2%
-$4,856.28 
SLV iShares Silver Trust
-6.11%
-$6,569.43 
VRT Vertiv Holdings Co
-6.09%
-$1,590.6 
SLVR Sprott Silver Miners & Physical Silver ETF
-5.95%
-$52.62 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-5.91%
-$149.48 
NRG NRG Energy, Inc.
-5.91%
-$7,912.5 
SLG SL Green Realty Corp.
-5.87%
-$31.57 
MSTR Strategy Inc.
-5.82%
-$150.45 
MYRG Myr Group Inc.
-5.8%
-$3,584 
MPWR Monolithic Power Systems, Inc.
-5.79%
-$76.44 
AMD Advanced Micro Devices, Inc.
-5.73%
-$42,323.72 
URTY ProShares UltraPro Russell2000
-5.73%
-$320.45 
AAL American Airlines Group Inc.
-5.68%
-$14.91 
MTZ MasTec, Inc. Common Stock
-5.66%
-$11.66 
MTSI MACOM Technology Solutions Holdings, Inc.
-5.64%
-$3,484 
CD Chindata Group Holdings Ltd
-5.57%
-$269.5 
PANW Palo Alto Networks, Inc.
-5.54%
-$2,506.86 
CEG Constellation Energy Corporation
-5.49%
-$3,526.25 
DEI Douglas Emmett Inc.
-5.49%
-$20.52 
TER Teradyne, Inc.
-5.48%
-$104.25 
CCJ Cameco Corporation
-5.43%
-$6,332.04 
NVT nVent Electric plc
-5.42%
-$5,250 
AEIS Advanced Energy Industries Inc.
-5.4%
-$74.4 
SNDK SanDisk Corporation
-5.33%
-$394.95 
SGDJ Sprott Junior Gold Miners ETF
-5.33%
-$358.66 
XSD SPDR S&P Semiconductor ETF
-5.31%
-$1,354 
MKSI MKS Instruments Inc.
-5.28%
-$130.6 
BDN Brandywine Realty Trust
-5.24%
-$17.92 
FIX Comfort Systems USA, Inc.
-5.22%
-$169.92 
BATRK Atlanta Braves Holdings, Inc.
-5.22%
-$191.8 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-5.2%
-$108.64 
GLW Corning Incorporated
-5.12%
-$197.86 
DRAM Roundhill Memory ETF
-5.11%
-$13,886.1 
LAZ Lazard Ltd.
-5.09%
-$16.74 
SGDM Sprott Gold Miners ETF
-5.01%
-$450.18 
DDOG Datadog, Inc. Class A Common Stock
-4.95%
-$3,180.27 
PAAS Pan American Silver Corp.
-4.94%
-$3,806 
ALT Altimmune, Inc.
-4.94%
-$383.4 
BAI iShares A.I. Innovation and Tech Active ETF
-4.91%
-$349.58 
COIN Coinbase Global, Inc.
-4.9%
-$106.8 
ARTY iShares Future AI & Tech ETF
-4.82%
-$52.08 
BAC Bank of America Corporation
-4.76%
-$10,069.26 
CPNG Coupang Inc.
-4.73%
-$27.89 
LRCX Lam Research Corporation
-4.71%
-$3,703.59 
DASH DoorDash, Inc.
-4.7%
-$127.12 
URNM Sprott Uranium Miners ETF
-4.7%
-$221.54 
KRC Kilroy Realty Corporation
-4.67%
-$21.19 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$46 
AEM Agnico Eagle Mines Limited
-4.64%
-$749.07 
BLNK Blink Charging Co.
-4.6%
-$0.15 
INTC Intel Corporation
-4.57%
-$2,942.2 
CRWD CrowdStrike Holdings, Inc.
-4.56%
-$11,264.4 
ETN Eaton Corporation plc
-4.54%
-$7,920.22 
LBTYK Liberty Global plc
-4.52%
-$20.52 
STX Seagate Technology Holdings plc
-4.5%
-$4,072.86 
ANET Arista Networks, Inc.
-4.45%
-$4,877.6 
VKTX Viking Therapeutics Inc.
-4.43%
-$1,264.96 
VNO Vornado Realty Trust
-4.4%
-$74.5 
XRX Xerox Holdings Corporation
-4.4%
-$10.5 
GDX VanEck Gold Miners ETF
-4.38%
-$1,719 
WDC Western Digital Corporation
-4.36%
-$298.98 
ON ON Semiconductor Corporation
-4.34%
-$666 
CRML Critical Metals Corp.
-4.28%
-$10.36 
PGR Progressive Corporation
-4.23%
-$3,410.04 
STT State Street Corp
-4.14%
-$86.52 
UAL United Airlines Holdings, Inc.
-4.14%
-$170.8 
VG Venture Global Inc.
-4.12%
-$1,475.73 
PWR Quanta Services Inc.
-4.12%
-$4,280.85 
LRNZ TrueShares Technology, AI & Deep Learning ETF
-4.1%
-$1,370 
MU Micron Technology, Inc.
-4.08%
-$29,338.14 
LFMD LifeMD Inc.
-4.05%
-$6 
EWY iShares MSCI South Korea ETF
-4.04%
-$53.84 
CVNA Carvana Co.
-4.02%
-$65.61 
B BARRICK MINING CORP Common Stock (ABR0)
-4.02%
-$37.49 
CWST Casella Waste Systems Inc.
-4.01%
-$23.94 
FFIV F5 Inc.
-3.98%
-$474.5 
RBLX Roblox Corporation
-3.98%
-$453.1 
SMH VanEck Semiconductor ETF
-3.98%
-$46,783.38 
CG The Carlyle Group Inc.
-3.95%
-$5.88 
ASML ASML Holding N.V. New York Registry Shares
-3.94%
-$3,997.84 
MCHP Microchip Technology Incorporated
-3.92%
-$34.92 
SFL SFL Corporation Ltd.
-3.9%
-$29.15 
FCX Freeport-McMoRan Inc.
-3.87%
-$3,214.4 
RRX Regal Rexnord Corporation
-3.81%
-$6.22 
AMAT Applied Materials, Inc.
-3.77%
-$59,956.37 
ZM Zoom Video Communications, Inc.
-3.76%
-$22.14 
APH Amphenol Corporation
-3.73%
-$806.4 
RGLD Royal Gold Inc.
-3.72%
-$26.04 
APP AppLovin Corporation Class A Common Stock
-3.71%
-$353.15 
PLTR Palantir Technologies Inc.
-3.69%
-$28,936.6 
DAL Delta Air Lines, Inc.
-3.67%
-$6,599.2 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-3.66%
-$66.6 
SPPP Sprott Physical Platinum and Palladium Trust
-3.55%
-$75.9 
FTNT Fortinet Inc.
-3.52%
-$154.33 
NEM Newmont Corporation
-3.52%
-$1,231.69 
SLI Standard Lithium Ltd.
-3.5%
-$3,083 
PJT PJT Partners Inc.
-3.48%
-$76.32 
CRK Comstock Resources Inc.
-3.45%
-$906.5 
BX Blackstone Inc.
-3.43%
-$116.87 
IVZ Invesco Ltd.
-3.42%
-$123.75 
KEYS Keysight Technologies, Inc.
-3.41%
-$3,321.69 
TOST Toast Inc.
-3.37%
-$1,508 
XRPZ Franklin XRP ETF
-3.36%
-$178 
CEF Sprott Physical Gold and Silver Trust
-3.27%
-$268 
IRM Iron Mountain Inc.
-3.26%
-$1,140.7 
SDGR Schrödinger, Inc.
-3.24%
-$20.16 
UCBI United Community Banks, Inc.
-3.23%
-$3.72 
ARW Arrow Electronics Inc.
-3.23%
-$239.68 
SHAK Shake Shack Inc.
-3.22%
-$687 
MFG Mizuho Financial Group Inc. ADR
-3.21%
-$31.62 
META Meta Platforms Inc Class A
-3.19%
-$12,642.84 
BWXT Bwx Technologies Inc.
-3.18%
-$2,435.42 
TDOC Teladoc Health Inc.
-3.17%
-$11.59 
CAT Caterpillar Inc.
-3.1%
-$47,416.9 
AVGO Broadcom Inc.
-3.1%
-$10,540.18 
EQT EQT Corporation
-3.09%
-$33.6 
ARKK ARK Innovation ETF Fund
-3.09%
-$753.2 
NVDA NVIDIA Corporation
-3.07%
-$57,930.64 
AU AngloGold Ashanti plc
-3.07%
-$368.11 
PTON Peloton Interactive, Inc.
-3.06%
-$800 
PODD Insulet Corporation
-3.04%
-$415.8 
IMMR Immersion Corporation
-3.01%
-$11.22 
SNPS Synopsys, Inc.
-2.95%
-$116.64 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.94%
-$94.05 
AROC Archrock Inc.
-2.9%
-$5,388.06 
AIQ Global X Artificial Intelligence & Technology ETF
-2.9%
-$683.78 
NTRS Northern Trust Corporation
-2.89%
-$48.4 
FLNG Flex LNG Ltd.
-2.85%
-$8.7 
UBER Uber Technologies, Inc.
-2.85%
-$1,151.01 
TSCO Tractor Supply Company
-2.83%
-$4.78 
PK Park Hotels & Resorts Inc.
-2.82%
-$63.8 
KLAC KLA Corporation
-2.82%
-$15,102.9 
SPCX Space Exploration Technologies Corp. Class A
-2.8%
-$1,927.2 
SF Stifel Financial Corp.
-2.73%
-$66.5 
NBR Nabors Industries Ltd.
-2.72%
-$6.57 
ARES Ares Management Corporation
-2.71%
-$65.73 
HNI HNI Corporation
-2.7%
-$14.19 
MS Morgan Stanley
-2.7%
-$2,517.5 
ADI Analog Devices, Inc.
-2.68%
-$28,804.44 
BEPC Brookfield Renewable Corporation
-2.66%
-$13.86 
MTUM iShares MSCI USA Momentum Factor ETF
-2.63%
-$172.94 
CAVA Cava Group Inc.
-2.62%
-$8.34 
BW Babcock & Wilcox Enterprises, Inc.
-2.61%
-$48.36 
JCI Johnson Controls International plc
-2.58%
-$48.36 
OMF OneMain Holdings Inc.
-2.57%
-$28.8 
RCL Royal Caribbean Group
-2.55%
-$660.56 
DTM Dt Midstream Inc.
-2.54%
-$48.3 
SYF Synchrony Financial
-2.54%
-$31.79 
MDWD MediWound Ltd.
-2.54%
-$5.89 
LNG Cheniere Energy Inc.
-2.52%
-$2,248.53 
TXN Texas Instruments Inc
-2.5%
-$4,327.2 
BORR Borr Drilling Ltd.
-2.5%
-$8.64 
VGNT Versigent plc
-2.5%
-$54.5 
VOT Vanguard Mid-Cap Growth ETF
-2.5%
-$1,822.8 
APO Apollo Global Management, Inc.
-2.48%
-$809.2 
PMT Pennymac Mortgage Investment Trust
-2.42%
-$158.1 
QCOM QUALCOMM Incorporated
-2.4%
-$4,044.96 
BNY BlackRock New York Municipal Income Trust
-2.4%
-$22,767.68 
VBK Vanguard Small-Cap Growth ETF
-2.38%
-$660.1 
WMB The Williams Companies, Inc.
-2.37%
-$148.68 
INN Summit Hotel Properties, Inc.
-2.36%
-$9.45 
NFG National Fuel Gas Company
-2.31%
-$112.5 
EQIX Equinix, Inc.
-2.31%
-$1,480.5 
ALLY Ally Financial Inc.
-2.29%
-$12.9 
ASC Ardmore Shipping Corporation
-2.29%
-$23.46 
SHOP Shopify Inc.
-2.28%
-$217.08 
PLD Prologis Inc.
-2.26%
-$175.16 
BIDU Baidu Inc.
-2.25%
-$13.16 
UAA Under Armour Inc.
-2.25%
-$1.1 
VONG Vanguard Russell 1000 Growth Fund
-2.22%
-$451.05 
ODD Oddity Tech Ltd.
-2.21%
-$9.8 
ESLG Eventide Large Cap Growth ETF
-2.2%
-$1,270 
TSLA Tesla, Inc.
-2.15%
-$11,354.49 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-2.1%
-$68,244.96 
DOCS Doximity Inc.
-2.06%
-$60.48 
ROK Rockwell Automation, Inc.
-2.05%
-$2,040.1 
VXF Vanguard Extended Market ETF
-2.05%
-$7,188.39 
VUG Vanguard Growth ETF
-2.05%
-$8,040.76 
VOYG Voyager Technologies, Inc.
-2.05%
-$153.36 
PHM PulteGroup Inc.
-2%
-$42.37 
BHP BHP Group Ltd.
-1.99%
-$995.41 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$1,330.42 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$164.32 
KMX CarMax Inc.
-1.95%
-$2.97 
BKR Baker Hughes Company
-1.91%
-$2,138.4 
ZIM ZIM Integrated Shipping Services Ltd.
-1.91%
-$189.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.9%
-$301.4 
ASGI abrdn Global Infrastructure Fund
-1.89%
-$614.57 
IBIT iShares Bitcoin Trust
-1.89%
-$3,638.32 
CSQ Calamos Strategic Total Return Fund
-1.88%
-$211.37 
COF Capital One Financial Corporation
-1.88%
-$2,388.23 
RVTY Revvity Inc.
-1.88%
-$5.82 
RYLD Global X Russell 2000 Covered Call ETF
-1.87%
-$116 
DXCM DexCom, Inc.
-1.87%
-$583.53 
GEL Genesis Energy L.P.
-1.86%
-$540 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.86%
-$468,962 
HOG Harley-Davidson Inc.
-1.86%
-$7.14 
LECO Lincoln Electric Holdings, Inc.
-1.81%
-$4.76 
C Citigroup Inc.
-1.81%
-$1,352.25 
AMG Affiliated Managers Group Inc.
-1.8%
-$143.64 
NGL NGL Energy Partners L.P.
-1.8%
-$1,103.76 
ADX Adams Diversified Equity Fund, Inc.
-1.8%
-$253.33 
KKR KKR & Co. Inc.
-1.79%
-$62.4 
SCHA Schwab U.S. Small-Cap ETF
-1.75%
-$120,382.86 
FGBI First Guaranty Bancshares Inc.
-1.73%
-$927.92 
EZBC Franklin Bitcoin ETF
-1.73%
-$16.6 
MSFT Microsoft Corp.
-1.71%
-$53,163.51 
TKR Timken Co.
-1.71%
-$5.85 
AMZN Amazon.com Inc
-1.7%
-$52,161.88 
GOOGL Alphabet Inc
-1.7%
-$11,922 
GPRO GoPro Inc.
-1.7%
-$0.3 
TOL Toll Brothers Inc
-1.69%
-$6.72 
SW Smurfit WestRock PLC
-1.69%
-$42 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.67%
-$185.4 
CGGR Capital Group Growth ETF
-1.66%
-$248 
VOX Vanguard Communication Services ETF
-1.66%
-$267.26 
DAN Dana Inc.
-1.65%
-$12.22 
NZF Nuveen Municipal Credit Income Fund
-1.65%
-$527.4 
GOOG Alphabet Inc
-1.64%
-$53,642.07 
ALKS Alkermes plc
-1.64%
-$7.15 
GIL Gildan Activewear Inc.
-1.63%
-$3.4 
NDAQ Nasdaq, Inc.
-1.63%
-$246.24 
TEAM Atlassian Corporation Class A
-1.62%
-$20.28 
PNR Pentair plc
-1.62%
-$3.44 
ESUM Eventide US Market ETF
-1.59%
-$7,852.25 
IRTC Irhythm Technologies Inc.
-1.54%
-$913 
SKM SK Telecom Co., Ltd.
-1.54%
-$23.32 
EWJ iShares MSCI Japan ETF
-1.52%
-$525.4 
AM Antero Midstream Corporation
-1.52%
-$494.4 
IDMO Invesco S&P International Developed Momentum ETF
-1.51%
-$45,889.48 
XENE Xenon Pharmaceuticals Inc.
-1.51%
-$17.16 
VB Vanguard Small-Cap ETF
-1.51%
-$1,067.64 
OUNZ VanEck Merk Gold Trust
-1.5%
-$204 
MBGL Mobility Global Inc
-1.49%
-$2.97 
BXMT Blackstone Mortgage Trust Inc
-1.49%
-$74.4 
GLD SPDR Gold Shares
-1.49%
-$4,191.85 
EMR Emerson Electric Co.
-1.48%
-$2,686.2 
GS The Goldman Sachs Group, Inc.
-1.48%
-$356.13 
UBS UBS Group AG
-1.46%
-$30.1 
PVH PVH Corp.
-1.44%
-$7.14 
CARR Carrier Global Corporation
-1.44%
-$9.48 
PATH Uipath Inc.
-1.43%
-$12.35 
PFFD Global X U.S. Preferred ETF
-1.43%
-$231 
VEEV Veeva Systems Inc.
-1.42%
-$877.4 
CDNS Cadence Design Systems, Inc.
-1.42%
-$80.58 
RUSHB Rush Enterprises, Inc.
-1.41%
-$15.39 
TT Trane Technologies plc
-1.41%
-$6.72 
HGV Hilton Grand Vacations Inc.
-1.39%
-$29.89 
DFAS Dimensional U.S. Small Cap ETF
-1.37%
-$1,000.45 
EXE Expand Energy Corporation
-1.36%
-$1,543.5 
GXO GXO Logistics Inc.
-1.35%
-$6.3 
APA APA Corporation
-1.33%
-$153.6 
STAG Stag Industrial Inc.
-1.32%
-$5.28 
SGI Somnigroup International Inc.
-1.32%
-$2.49 
MGA Magna International Inc.
-1.32%
-$860 
VT Vanguard Total World Stock ETF
-1.31%
-$2,497.54 
OALC OneAscent Large Cap Core ETF
-1.29%
-$1,111.32 
XYZ Block, Inc.
-1.29%
-$66.33 
FIG Figma Inc. Class A Common Stock
-1.29%
-$0.56 
FDXF FedEx Freight Holding Company Inc.
-1.27%
-$681.8 
DOC Healthpeak Properties, Inc.
-1.26%
-$2,029.44 
FISV Fiserv, Inc.
-1.26%
-$38.94 
IBM International Business Machines Corporation
-1.26%
-$495.9 
SCHM Schwab U.S. Mid-Cap ETF
-1.25%
-$4,154.66 
WTFC Wintrust Financial Corporation
-1.24%
-$65.49 
MTDR Matador Resources Company
-1.24%
-$25.53 
CSCO Cisco Systems, Inc.
-1.22%
-$3,742.92 
RYN Rayonier Inc.
-1.22%
-$83.49 
GHY PGIM Global High Yield Fund, Inc.
-1.2%
-$130 
WWD Woodward Inc.
-1.19%
-$19.85 
AXON Axon Enterprise, Inc.
-1.19%
-$9.86 
BBD Banco Bradesco S.A. ADR
-1.19%
-$9.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.18%
-$108,332.43 
NAD Nuveen Quality Municipal Income Fund
-1.17%
-$106.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$22 
UGI UGI Corporation
-1.17%
-$94.6 
V Visa Inc. Class A
-1.17%
-$15,385.49 
IDYA Ideaya Biosciences Inc.
-1.17%
-$21.2 
HIX Western Asset High Income Fund II Inc.
-1.16%
-$40 
FITB Fifth Third Bancorp
-1.16%
-$139.78 
CFG Citizens Financial Group, Inc.
-1.15%
-$18.25 
INSP Inspire Medical Systems, Inc.
-1.15%
-$549.05 
GM General Motors Company
-1.14%
-$211.2 
IOT Samsara Inc. Class A Common Stock
-1.14%
-$634.5 
RELY Remitly Global, Inc.
-1.14%
-$77.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$139,985.28 
XAR SPDR S&P Aerospace & Defense ETF
-1.14%
-$83.49 
NOV Nov Inc.
-1.11%
-$26.88 
USB U.S. Bancorp
-1.11%
-$40.95 
ESIM Eventide International ETF
-1.1%
-$415.74 
CGDV Capital Group Dividend Value ETF
-1.09%
-$203.58 
NATL NCR Atleos Corporation
-1.09%
-$3 
EWC iShares MSCI Canada ETF
-1.08%
-$117 
VOO Vanguard S&P 500 ETF
-1.08%
-$186.24 
IVV iShares Core S&P 500 ETF
-1.08%
-$386.86 
MGY Magnolia Oil & Gas Corp.
-1.07%
-$32.94 
SPY SPDR S&P 500 ETF Trust
-1.07%
-$217.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.07%
-$20,133.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.06%
-$25.22 
FELC Fidelity Enhanced Large Cap Core ETF
-1.04%
-$927.82 
Q Qnity Electronics Inc.
-1.04%
-$56.32 
MLPA Global X MLP ETF
-1.01%
-$136.4 
CGUS Capital Group Core Equity ETF
-1.01%
-$121.44 
LNC Lincoln National Corporation
-1.01%
-$48.38 
CDP COPT Defense Properties
-0.98%
-$34.65 
BA Boeing Company
-0.98%
-$1,050.42 
NEU NewMarket Corporation
-0.98%
-$26.31 
APTV Aptiv PLC
-0.97%
-$3.01 
XLI Industrial Select Sector SPDR Fund
-0.97%
-$1,141 
IBN ICICI Bank Limited Sponsored ADR
-0.95%
-$10.8 
ITT Itt Inc.
-0.94%
-$35.91 
AXP American Express Company
-0.93%
-$130.05 
AKR Acadia Realty Trust
-0.93%
-$40.12 
UE Urban Edge Properties
-0.93%
-$34.92 
MET MetLife Inc.
-0.92%
-$1,033.23 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.92%
-$3,756.82 
HBAN Huntington Bancshares Incorporated
-0.92%
-$9.1 
HONA Honeywell Aerospace Inc.
-0.92%
-$58 
ELCV Eventide High Dividend ETF
-0.88%
-$323.12 
CRM Salesforce Inc
-0.87%
-$1,501.74 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.86%
-$45 
MOS Mosaic Company
-0.86%
-$3.3 
WLKP Westlake Chemical Partners LP
-0.85%
-$45 
TKO Tko Group Holdings Inc.
-0.85%
-$1.48 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.84%
-$51.74 
ICE Intercontinental Exchange, Inc.
-0.84%
-$7,071.38 
DD DuPont de Nemours, Inc.
-0.83%
-$42.8 
HOPE Hope Bancorp Inc.
-0.83%
-$38.5 
ALSN Allison Transmission Holdings Inc.
-0.82%
-$46 
WU Western Union Co.
-0.82%
-$13 
EZU iShares MSCI Eurozone ETF
-0.81%
-$315.12 
ASB Associated Banc-Corp
-0.81%
-$5.29 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$255.64 
IGE iShares North American Natural Resources ETF
-0.79%
-$52.52 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$142.8 
FRT Federal Realty Investment Trust
-0.77%
-$9.72 
XRAY Dentsply Sirona Inc.
-0.76%
-$1.17 
TFC Truist Financial Corporation
-0.76%
-$961.8 
BIRK Birkenstock Holding plc
-0.76%
-$2.08 
DVA DaVita Inc.
-0.76%
-$33.12 
FPI Farmland Partners Inc.
-0.75%
-$748 
VMC Vulcan Materials Company
-0.73%
-$31.86 
JXN Jackson Financial Inc.
-0.72%
-$3,807 
BSX Boston Scientific Corporation
-0.72%
-$568.85 
FNB F.N.B. Corporation
-0.7%
-$58.08 
CWT California Water Service Group
-0.69%
-$1.92 
EPD Enterprise Products Partners L.P.
-0.69%
-$6,135.27 
AGCO AGCO Corporation
-0.69%
-$3.7 
CHKP Check Point Software Technologies Ltd.
-0.67%
-$174.72 
SPOT Spotify Technology S.A.
-0.66%
-$34.9 
OSK Oshkosh Corporation
-0.65%
-$36.12 
UNM Unum Group
-0.64%
-$44.25 
CMI Cummins Inc.
-0.64%
-$30.51 
IVT InvenTrust Properties Corp.
-0.64%
-$40.28 
AMLP Alerian MLP ETF
-0.63%
-$430.65 
UTHR United Therapeutics Corporation
-0.62%
-$111.21 
BUSE First Busey Corporation
-0.62%
-$39.06 
SBAC SBA Communications Corporation
-0.62%
-$2.24 
OXY-WT Occidental Petroleum Corporation
-0.61%
-$7.2 
KEY KeyCorp
-0.6%
-$11.4 
WDS Woodside Energy Group Ltd American Depositary Receipt
-0.6%
-$1,522.36 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.6%
-$11.4 
LAMR Lamar Advertising Company
-0.59%
-$865.65 
BRX Brixmor Property Group Inc.
-0.59%
-$12.16 
FVRR Fiverr International Ltd.
-0.58%
-$1.2 
DVN Devon Energy Corporation
-0.58%
-$72.5 
TNL Travel + Leisure Co.
-0.57%
-$13.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.57%
-$4,575 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.56%
-$4,464.53 
NDSN Nordson Corporation
-0.56%
-$7.4 
NI NiSource Inc.
-0.55%
-$52.21 
LYG Lloyds Banking Group Plc ADR
-0.55%
-$744.03 
MAIN Main Street Capital Corporation
-0.5%
-$67.5 
SLB Schlumberger Limited
-0.5%
-$38.22 
HUBG Hub Group Inc.
-0.49%
-$6.5 
NRP Natural Resource Partners L.P.
-0.47%
-$15.37 
ARKG ARK Genomic Revolution ETF
-0.47%
-$34.5 
ETR Entergy Corporation
-0.47%
-$964.81 
GEHC GE HealthCare Technologies Inc.
-0.47%
-$0.96 
FOXA Fox Corporation
-0.46%
-$42.34 
SRE Sempra
-0.46%
-$20.9 
EQH Equitable Holdings, Inc.
-0.45%
-$17.76 
LPX Louisiana-Pacific Corporation
-0.45%
-$17.1 
FOX Fox Corporation Class B Common Stock
-0.45%
-$74.5 
HLT Hilton Worldwide Holdings Inc.
-0.45%
-$45.57 
RF Regions Financial Corporation
-0.44%
-$710.64 
FHN First Horizon Corporation
-0.44%
-$4.8 
ISRG Intuitive Surgical, Inc.
-0.43%
-$2,049.32 
MAS Masco Corporation
-0.43%
-$117 
TOWN TowneBank
-0.43%
-$1.8 
DINO HF Sinclair Corporation
-0.42%
-$59.94 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.42%
-$112.65 
VOYA Voya Financial Inc.
-0.42%
-$4.4 
MFC Manulife Financial Corporation
-0.42%
-$4.14 
F Ford Motor Company
-0.41%
-$1,049.55 
MTH Meritage Homes Corporation
-0.41%
-$14.16 
UVSP Univest Financial Corporation
-0.4%
-$4 
RNR Renaissancere Holdings Ltd.
-0.38%
-$44.54 
CPRT Copart Inc.
-0.38%
-$0.2 
OXY Occidental Petroleum Corporation
-0.37%
-$232.3 
FDS FactSet Research Systems Inc.
-0.37%
-$6.48 
WY Weyerhaeuser Company
-0.37%
-$140 
LII Lennox International Inc.
-0.37%
-$5.16 
NHI National Health Investors, Inc.
-0.37%
-$24 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.36%
-$18.99 
AMRZ Amrize Ltd.
-0.36%
-$1,406.73 
SPHY SPDR Portfolio High Yield Bond ETF
-0.35%
-$13,128.64 
JAZZ Jazz Pharmaceuticals plc
-0.35%
-$33.3 
SPGI S&P Global Inc.
-0.35%
-$113.6 
QALT SEI DBi Multi-Strategy Alternative ETF
-0.34%
-$38.57 
PFG Principal Financial Group, Inc.
-0.34%
-$9.49 
FANG Diamondback Energy Inc
-0.34%
-$207.7 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$31 
KRG Kite Realty Group Trust
-0.33%
-$12.96 
SYK Stryker Corporation
-0.33%
-$209.76 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.32%
-$677.04 
CW Curtiss-Wright Corporation
-0.31%
-$6.28 
FCF First Commonwealth Financial Corporation
-0.3%
-$1.56 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$908.4 
ET Energy Transfer L.P.
-0.29%
-$3,347.46 
MCO Moody's Corporation
-0.29%
-$9.52 
POR Portland General Electric Company
-0.29%
-$8.84 
AIG American International Group Inc.
-0.28%
-$1.32 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.28%
-$172.32 
DCO Ducommun Inc.
-0.28%
-$0.94 
MLM Martin Marietta Materials, Inc.
-0.28%
-$198.9 
TD The Toronto-Dominion Bank
-0.27%
-$8.64 
KIM Kimco Realty Corporation
-0.27%
-$11.1 
MA Mastercard Incorporated
-0.26%
-$731.64 
VSNT Versant Media Group, Inc.
-0.26%
-$0.96 
YUM Yum! Brands, Inc.
-0.25%
-$4.81 
HOMB Home BancShares Inc.
-0.25%
-$2.45 
SEIC SEI Investments Company
-0.25%
-$52 
BHF Brighthouse Financial Inc.
-0.24%
-$10.81 
KMI Kinder Morgan, Inc.
-0.24%
-$100.16 
GPK Graphic Packaging Holding Company
-0.24%
-$20.36 
TDG TransDigm Group Inc.
-0.24%
-$2.62 
AMBP Ardagh Metal Packaging S.A.
-0.23%
-$0.54 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.23%
-$6.33 
TTAM Titan America S.A.
-0.23%
-$0.57 
CCI Crown Castle Inc.
-0.23%
-$0.72 
SIRI Sirius XM Holdings Inc.
-0.23%
-$0.84 
CHRD Chord Energy Corp
-0.23%
-$18.81 
EXPO Exponent Inc.
-0.23%
-$0.8 
MOAT VanEck Morningstar Wide Moat Fund
-0.22%
-$10.04 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.22%
-$482.89 
ZWS Zurn Elkay Water Solutions Corporation
-0.21%
-$0.8 
LOW Lowe's Companies Inc.
-0.2%
-$1,705.48 
HYDW Xtrackers Low Beta High Yield Bond ETF
-0.2%
-$49.45 
BFST Business First Bancshares, Inc.
-0.2%
-$2,231.16 
EMN Eastman Chemical Company
-0.19%
-$5.76 
GE General Electric Company
-0.19%
-$24.36 
NEMD iNeedMD Holdings, Inc.
-0.19%
-$9.6 
LEA Lear Corporation
-0.18%
-$69.3 
SCHV Schwab U.S. Large-Cap Value ETF
-0.18%
-$41,977.14 
TPR Tapestry Inc.
-0.17%
-$3.6 
PTC PTC Inc.
-0.17%
-$4.8 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.16%
-$12 
NXST Nexstar Media Group Inc.
-0.16%
-$1 
UDR UDR Inc.
-0.15%
-$2.1 
ESLV Eventide Large Cap Value ETF
-0.14%
-$80 
FCPT Four Corners Property Trust Inc.
-0.14%
-$5.34 
RARE Ultragenyx Pharmaceutical Inc.
-0.13%
-$1.26 
UFPI UFP Industries, Inc.
-0.13%
-$0.4 
PYPL PayPal Holdings Inc
-0.12%
-$17.15 
VCEL Vericel Corporation
-0.12%
-$0.1 
EPRT Essential Properties Realty Trust, Inc.
-0.12%
-$0.3 
VRSN Verisign Inc.
-0.12%
-$4.2 
JEPI JPMorgan Equity Premium Income Fund
-0.1%
-$274.5 
WDFC WD-40 Company
-0.1%
-$0.42 
OMC Omnicom Group Inc.
-0.1%
-$898.64 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.09%
-$407.52 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.09%
-$517.94 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$160 
EIX Edison International
-0.07%
-$94.36 
DPZ Domino's Pizza Inc.
-0.07%
-$57.12 
IDA Idacorp Inc.
-0.07%
-$1.17 
ROKU Roku, Inc.
-0.06%
-$0.9 
TM Toyota Motor Corporation
-0.06%
-$16.5 
KT KT Corporation
-0.06%
-$0.9 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.06%
-$4.4 
MSCI MSCI Inc.
-0.05%
-$1.5 
XYLD Global X S&P 500 Covered Call ETF
-0.05%
-$5 
SNA Snap-on Inc.
-0.04%
-$7.2 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$235.09 
IUSV iShares Core S&P U.S. Value ETF
-0.04%
-$7.65 
GEN Gen Digital Inc.
-0.04%
-$0.14 
NUMI Nuveen Municipal Income ETF
-0.04%
-$39.07 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$25.05 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$0.75 
ELF Elf Beauty Inc.
-0.03%
-$9 
NKE Nike, Inc. - Class B
-0.03%
-$41.59 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$82.62 
FUL H.B. Fuller Co.
-0.02%
-$0.04 
AMT American Tower Corporation
-0.02%
-$22.62 
MMLP Martin Midstream Partners L.P.
-0.01%
-$2.14 Events
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Dividends
Dividend Analysis
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| Trades 1646 | Longs Won 982/1646 59% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $155,397.95 |
| Average Win $38,802.99 | Best Trade (Oct 15) $4.34M | Sharpe Ratio -12.21 |
| Average Loss -$8,677.14 | Worst Trade (Mar 30) -$463,367.11 | Z-Score 4.62 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 3d | Expectancy $19,649.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 16 | $2,757 | $2,784 | - | $27 | 0.98% | +1.399% |
| AAL American Airlines Group Inc. | 21 | $281 | $247.59 | - | -$33.41 | -11.89% | -5.68% |
| AAPL Apple Inc. | 7,032 | $1.75M | $2.41M | - | $663,185 | 37.93% | +0.495% |
| ABBV AbbVie Inc. | 2,493 | $447,779.15 | $706,827.8 | - | $259,048.65 | 57.85% | +3.34% |
| ABNB Airbnb, Inc. | 764 | $122,737 | $127,633.84 | - | $4,896.84 | 3.99% | +0.894% |
| ABT Abbott Laboratories | 758 | $74,913 | $78,051.26 | - | $3,138.26 | 4.19% | +0.351% |
| ACDC ProFrac Holding Corp. | 1 | $4.34 | $4.21 | - | -$0.13 | -3% | -7.675% |
| ACGL Arch Capital Group Ltd | 5 | $462 | $488 | - | $26 | 5.63% | +0.774% |
| ACI Albertsons Companies, Inc. | 260 | $3,019 | $3,400.8 | - | $381.8 | 12.65% | +2.83% |
| ACN Accenture plc Class A | 3,602 | $594,603.8 | $774,285.92 | - | $179,682.12 | 30.22% | +0.656% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 25 | $1,891 | $1,858.25 | - | -$32.75 | -1.73% | -1.17% |
| ADBE Adobe Inc. | 252 | $60,465 | $60,651.36 | - | $186.36 | 0.31% | +1.862% |
| ADC Agree Realty Corporation | 63 | $4,209 | $4,131.54 | - | -$77.46 | -1.84% | +0.26% |
| ADI Analog Devices, Inc. | 2,588 | $545,850.23 | $1.04M | - | $498,588.93 | 91.34% | -2.684% |
| ADM Archer-Daniels-Midland Co | 471 | $37,388 | $39,394.44 | - | $2,006.44 | 5.37% | +0.529% |
| ADP Automatic Data Processing Inc. | 23 | $5,935 | $6,447.36 | - | $512.36 | 8.63% | +1.602% |
| ADSK Autodesk, Inc. | 197 | $41,173 | $45,534.58 | - | $4,361.58 | 10.59% | +0.308% |
| ADX Adams Diversified Equity Fund, Inc. | 539 | $13,836 | $13,825.35 | - | -$10.65 | -0.08% | -1.799% |
| AEIS Advanced Energy Industries Inc. | 5 | $1,409 | $1,303.85 | - | -$105.15 | -7.46% | -5.398% |
| AEM Agnico Eagle Mines Limited | 87 | $15,944 | $15,399 | - | -$545 | -3.42% | -4.639% |
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FAQ
Which stocks have generated the highest profits for Meriwether Wealth & Planning LLC?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $1.32M, Schwab U.S. Large-Cap Value ETF - $1.2M, Fidelity Total Bond ETF - $1.04M, Oracle Corporation - $554,350.44, and Invesco BulletShares 2027 Corporate Bond ETF - $433,304.24. 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: CarMax Inc - $693,489.45, Salesforce Inc - $138,492.99, IQVIA Holdings Inc - $71,920.77, Edison International - $58,185.73, and Veeva Systems Inc - $57,279.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Meriwether Wealth & Planning LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.73M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.26M, Schwab U.S. Large-Cap Value ETF - $718,640.26, Invesco BulletShares 2027 Corporate Bond ETF - $433,304.24, SPDR Portfolio High Yield Bond ETF - $378,398.61, and Invesco BulletShares 2026 Corporate Bond ETF - $311,913.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Meriwether Wealth & Planning LLC's monthly returns?
Meriwether Wealth & Planning LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Meriwether Wealth & Planning LLC's strategy be considered aggressive or moderate?
Meriwether Wealth & Planning LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Meriwether Wealth & Planning LLC's strategy?
Meriwether Wealth & Planning LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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