Portus Wealth Advisors LLC Portfolio
Invests via Portus Wealth Advisors LLC | Managed by William Bissett, John Sanders
Invests via Portus Wealth Advisors LLC
Managed by William Bissett, John Sanders
Automatically Tracked
Company Profile
Registered as a boutique wealth management firm, Portus Wealth Advisors LLC provides fiduciary financial planning and discretionary portfolio management for high-net-worth individuals and families. The firm emphasizes tax-aware asset allocation, retirement and estate planning, and outsourced CIO services, typically using multi-asset strategies and SMA/ETF implementations. Capital focus is advisory AUM with fee-based revenue; distribution channels include RIAs, registered representatives and institutional referrals. Competitive positioning centers on personalized service, integrated planning and objective investment policy implementation.
Registered as a boutique wealth management firm, Portus Wealth Advisors LLC provides fiduciary financial planning and discretionary portfolio management for high-net-worth individuals and families. The firm emphasizes tax-aware asset allocation, retirement and estate planning, and outsourced CIO services, typically using multi-asset strategies and SMA/ETF implementations. Capital focus is advisory AUM with fee-based revenue; distribution channels include RIAs, registered representatives and institutional referrals. Competitive positioning centers on personalized service, integrated planning and objective investment policy implementation.
Investment Philosophy & Strategy
Delivers fiduciary, fee-first wealth management focused on multi-asset, tax-aware solutions for high-net-worth clients and institutional referrals. Investment philosophy centers on durable asset allocation, pragmatic risk management, and cost-efficient SMA/ETF implementations guided by an outsourced-CIO framework. Capital deployment prioritizes advisory AUM via tailored discretionary mandates, with a tilt toward tax-sensitive income, retirement income sustainability, and estate liquidity planning. Underwriting emphasizes client-specific policy governance, drawdown control, and manager/ETF selection discipline; time horizon is long-term with active rebalancing, tactical cash management, and a conservative-to-moderate risk bias.
Delivers fiduciary, fee-first wealth management focused on multi-asset, tax-aware solutions for high-net-worth clients and institutional referrals. Investment philosophy centers on durable asset allocation, pragmatic risk management, and cost-efficient SMA/ETF implementations guided by an outsourced-CIO framework. Capital deployment prioritizes advisory AUM via tailored discretionary mandates, with a tilt toward tax-sensitive income, retirement income sustainability, and estate liquidity planning. Underwriting emphasizes client-specific policy governance, drawdown control, and manager/ETF selection discipline; time horizon is long-term with active rebalancing, tactical cash management, and a conservative-to-moderate risk bias.
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:
-0.04%
Gain
Monthly
0%
Yearly
-0.04%
Drawdown
15.08%
$120.85M
Equity
Holdings
$120.85M
Investment
$105.78M
$15.03M
Profit -$1.53M
Realized
-$43,353.82
Unrealized
$15.07M
Dividends
$1.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.53M
Win %
70%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$1.63M
Win %
70%
This Month
Compared to last month
Gain
-1.78%
Profit
-$2.19M
Win %
70%
This Year
Compared to last year
Gain
13.8%
Profit
$14.65M
Win %
68%
ASTS AST SpaceMobile, Inc.
+10.32%
+$2,078.88 
TRV The Travelers Companies, Inc.
+7.61%
+$282.7 
STX Seagate Technology Holdings plc
+5.91%
+$88.06 
MU Micron Technology, Inc.
+4.86%
+$4,473.36 
SNDK SanDisk Corporation
+4.76%
+$268.84 
ORCL Oracle Corporation
+3.09%
+$2,009.54 
WDC Western Digital Corporation
+2.87%
+$361.66 
AIG American International Group Inc.
+2.79%
+$54.37 
VST Vistra Corp
+2.77%
+$29.61 
ALL Allstate Corporation
+2.65%
+$38.48 
GE General Electric Company
+2.35%
+$292.5 
CSCO Cisco Systems, Inc.
+2.32%
+$8,542.02 
HIG The Hartford Insurance Group, Inc.
+2.27%
+$43.4 
NTAP NetApp, Inc.
+2.26%
+$36.1 
UNH UnitedHealth Group Incorporated
+2.23%
+$151.04 
HPE Hewlett Packard Enterprise Company
+2.22%
+$20 
IESC Ies Holdings Inc.
+2.21%
+$26.96 
CINF Cincinnati Financial Corporation
+2.17%
+$3.82 
ADM Archer-Daniels-Midland Co
+2.16%
+$17.9 
DELL Dell Technologies Inc.
+2.12%
+$1,786.65 
LYB LyondellBasell Industries N.V.
+2.08%
+$18.07 
Q Qnity Electronics Inc.
+2.01%
+$8.16 
ALB Albemarle Corporation
+1.97%
+$23.55 
MSOS AdvisorShares Pure US Cannabis ETF
+1.95%
+$56.1 
CNC Centene Corporation
+1.95%
+$37.35 
GEV GE Vernova Inc.
+1.93%
+$33,506.38 
RXO Rxo Inc.
+1.89%
+$10.8 
PANW Palo Alto Networks, Inc.
+1.85%
+$45,769.05 
SHEL Shell plc
+1.84%
+$127.17 
NOC Northrop Grumman Corporation
+1.83%
+$47.37 
CB Chubb Limited
+1.82%
+$68.97 
MPWR Monolithic Power Systems, Inc.
+1.8%
+$422.64 
SWKS Skyworks Solutions Inc.
+1.79%
+$6.18 
DOW Dow Inc.
+1.64%
+$16.78 
F Ford Motor Company
+1.62%
+$47.15 
FANG Diamondback Energy Inc
+1.59%
+$21.18 
IRM Iron Mountain Inc.
+1.54%
+$18.75 
XOM Exxon Mobil Corporation
+1.52%
+$476.25 
ETN Eaton Corporation plc
+1.49%
+$29.6 
SOLS Sollensys Corp
+1.46%
+$2.55 
TXT Textron Inc.
+1.46%
+$6.6 
PATH Uipath Inc.
+1.46%
+$52.85 
ABT Abbott Laboratories
+1.38%
+$54.4 
CVX Chevron Corporation
+1.35%
+$19,190.24 
HUBB Hubbell Inc.
+1.35%
+$6.49 
APA APA Corporation
+1.33%
+$13.65 
INOD Innodata Inc.
+1.3%
+$0.79 
BMNR Bitmine Immersion Technologies, Inc.
+1.29%
+$200 
CNBS Amplify Seymour Cannabis ETF
+1.28%
+$9.57 
PSX Phillips 66
+1.27%
+$1,236.75 
SATS EchoStar Corporation
+1.27%
+$52.2 
EUAD STOXX Europe Aerospace & Defense ETF
+1.26%
+$270.92 
JNJ Johnson & Johnson
+1.24%
+$17,744.4 
OXY Occidental Petroleum Corporation
+1.24%
+$297.92 
VLO Valero Energy Corporation
+1.18%
+$21.18 
HWM Howmet Aerospace Inc.
+1.17%
+$44.59 
ADBE Adobe Inc.
+1.17%
+$54.9 
ACGL Arch Capital Group Ltd
+1.17%
+$23.3 
AU AngloGold Ashanti plc
+1.14%
+$33.06 
CAT Caterpillar Inc.
+1.13%
+$30,078.85 
ON ON Semiconductor Corporation
+1.12%
+$34.65 
MO Altria Group, Inc.
+1.11%
+$28.35 
DVN Devon Energy Corporation
+1.09%
+$16.45 
VTR Ventas Inc.
+1.08%
+$10.25 
PHYS Sprott Physical Gold Trust
+1.07%
+$2,214.72 
AFL Aflac Inc.
+1.04%
+$25.6 
STM STMicroelectronics N.V.
+1.04%
+$606.45 
TEAM Atlassian Corporation Class A
+1.02%
+$0.94 
CRWD CrowdStrike Holdings, Inc.
+1%
+$1,291.09 
HACK Amplify Cybersecurity ETF
+0.96%
+$320.12 
ABBV AbbVie Inc.
+0.95%
+$899.67 
GLDM SPDR Gold MiniShares Trust
+0.95%
+$148.5 
AIZ Assurant Inc.
+0.94%
+$5.16 
GLD SPDR Gold Shares
+0.93%
+$47.6 
TER Teradyne, Inc.
+0.93%
+$32.84 
FSLR First Solar, Inc.
+0.92%
+$48.87 
EPD Enterprise Products Partners L.P.
+0.92%
+$598.5 
SMCI Super Micro Computer Inc
+0.91%
+$133.87 
PGR Progressive Corporation
+0.88%
+$29.12 
SHLD Global X Defense Tech ETF
+0.88%
+$45.15 
KEYS Keysight Technologies, Inc.
+0.87%
+$13.55 
IFF International Flavors & Fragrances Inc.
+0.86%
+$10.05 
COP ConocoPhillips
+0.8%
+$1,184.4 
PM Philip Morris International Inc.
+0.77%
+$180.81 
WELL Welltower Inc.
+0.77%
+$46.62 
EMR Emerson Electric Co.
+0.77%
+$834.59 
LLY Eli Lilly and Company
+0.77%
+$14,071.54 
L Loews Corporation
+0.76%
+$12.97 
FCX Freeport-McMoRan Inc.
+0.75%
+$17.6 
BMY Bristol-Myers Squibb Company
+0.73%
+$31.15 
CVS CVS Health Corporation
+0.73%
+$37.44 
FTNT Fortinet Inc.
+0.7%
+$33.9 
XLE Energy Select Sector SPDR Fund
+0.69%
+$5.53 
DD DuPont de Nemours, Inc.
+0.69%
+$12.25 
RTX RTX Corporation
+0.66%
+$63.21 
CMG Chipotle Mexican Grill, Inc.
+0.66%
+$19.12 
CEG Constellation Energy Corporation
+0.66%
+$528 
SLV iShares Silver Trust
+0.64%
+$55.36 
PRU Prudential Financial, Inc.
+0.63%
+$7.5 
EQIX Equinix, Inc.
+0.63%
+$31.84 
MPC Marathon Petroleum Corporation
+0.63%
+$5.78 
INDA ISHARES MSCI INDIA ETF
+0.61%
+$30.68 
EOG EOG Resources, Inc.
+0.57%
+$38.16 
SQ Block, Inc.
+0.57%
+$7.05 
AKAM Akamai Technologies Inc.
+0.55%
+$3.25 
BBP Virtus LifeSci Biotech Products ETF
+0.53%
+$29.62 
EA Electronic Arts Inc.
+0.52%
+$5.4 
MAIN Main Street Capital Corporation
+0.51%
+$0.57 
AMT American Tower Corporation
+0.5%
+$12.75 
ZBRA Zebra Technologies Corporation
+0.49%
+$1.3 
PH Parker-Hannifin Corporation
+0.47%
+$31.29 
LMT Lockheed Martin Corporation
+0.45%
+$2,855.63 
HAL Halliburton Company
+0.44%
+$6.2 
CMI Cummins Inc.
+0.43%
+$22.24 
PWR Quanta Services Inc.
+0.41%
+$15.36 
LAR Lithium Argentina AG
+0.39%
+$0.03 
CCI Crown Castle Inc.
+0.38%
+$1.5 
PFG Principal Financial Group, Inc.
+0.38%
+$6.46 
CTVA Corteva Inc.
+0.35%
+$7.62 
BA Boeing Company
+0.35%
+$9 
RIOT Riot Platforms, Inc.
+0.34%
+$11.96 
MRK Merck & Co., Inc.
+0.32%
+$32.8 
MSTR Strategy Inc.
+0.32%
+$30 
TRGP Targa Resources Corp.
+0.32%
+$6.23 
EQT EQT Corporation
+0.3%
+$3 
MET MetLife Inc.
+0.3%
+$15.4 
SLX VanEck Steel ETF
+0.3%
+$6.9 
TKO Tko Group Holdings Inc.
+0.3%
+$3.85 
BUZZ VanEck Social Sentiment ETF
+0.28%
+$2 
IBBQ Invesco Nasdaq Biotechnology ETF
+0.28%
+$11.71 
WBD Warner Bros. Discovery, Inc.
+0.28%
+$10.12 
AVGO Broadcom Inc.
+0.25%
+$4,676.8 
MSI Motorola Solutions, Inc.
+0.24%
+$4.04 
ADSK Autodesk, Inc.
+0.24%
+$6.24 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$0.88 
RY Royal Bank of Canada
+0.21%
+$34.65 
MCK McKesson Corporation
+0.21%
+$6.92 
AWK American Water Works Company, Inc.
+0.2%
+$3.3 
JCI Johnson Controls International plc
+0.2%
+$7 
ANET Arista Networks, Inc.
+0.2%
+$200.31 
HST Host Hotels & Resorts Inc.
+0.19%
+$0.9 
HAUZ Xtrackers International Real Estate ETF
+0.17%
+$0.68 
NOW ServiceNow, Inc.
+0.17%
+$91.8 
NUE Nucor Corporation
+0.16%
+$2,510.82 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$9.31 
VTRS Viatris Inc.
+0.14%
+$0.87 
NSC Norfolk Southern Corporation
+0.14%
+$6.04 
DLR Digital Realty Trust, Inc.
+0.12%
+$6.72 
AMD Advanced Micro Devices, Inc.
+0.11%
+$185.25 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.11%
+$2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$1.43 
MRP Millrose Properties Inc.
+0.1%
+$0.06 
WSM Williams-Sonoma, Inc.
+0.09%
+$0.21 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$375.21 
JPM JPMorgan Chase & Co.
+0.09%
+$1,456.33 
KR Kroger Co.
+0.09%
+$0.25 
DLTR Dollar Tree, Inc.
+0.07%
+$0.47 
LHX L3Harris Technologies, Inc.
+0.06%
+$0.64 
UNP Union Pacific Corporation
+0.05%
+$1.2 
ILF iShares Latin America 40 ETF
+0.04%
+$4.33 
ROST Ross Stores, Inc.
+0.04%
+$0.67 
AES AES Corporation
+0.03%
+$0.07 
COR Cencora, Inc.
+0.03%
+$0.45 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$498.34 
SMBS Schwab Mortgage-Backed Securities ETF
+0.02%
+$0.29 
TYL Tyler Technologies Inc.
+0.01%
+$0.08 
NEE NextEra Energy, Inc.
+0.01%
+$4 
HON Honeywell International Inc.
0%
+$8.72 
BAC Bank of America Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
LAC
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.59%
-$607.8 
CDNS Cadence Design Systems, Inc.
-9.82%
-$2,292.48 
SNPS Synopsys, Inc.
-8.27%
-$137.9 
NFLX Netflix, Inc.
-7.02%
-$62,018.82 
BFLY Butterfly Network, Inc.
-5.78%
-$30.37 
AXON Axon Enterprise, Inc.
-4.93%
-$80.17 
UPXI Upexi, Inc.
-4.1%
-$54.92 
FNGU MicroSectors FANG+ Index 3X Leveraged ETN
-3.92%
-$282.1 
GEHC GE HealthCare Technologies Inc.
-3.77%
-$61.87 
KO The Coca-Cola Company
-3.71%
-$721.35 
BLDR Builders FirstSource, Inc.
-3.65%
-$28.5 
SYK Stryker Corporation
-3.42%
-$90.72 
AMAT Applied Materials, Inc.
-3.22%
-$415.15 
RBLX Roblox Corporation
-3.04%
-$54.12 
AMCR Amcor plc
-2.98%
-$41.38 
A Agilent Technologies Inc.
-2.95%
-$40.15 
MNST Monster Beverage Corporation
-2.82%
-$42.3 
GDDY Godaddy Inc.
-2.79%
-$26.8 
WAT Waters Corporation
-2.78%
-$42.08 
NDAQ Nasdaq, Inc.
-2.71%
-$38.25 
HCA HCA Healthcare Inc.
-2.68%
-$51.67 
CFG Citizens Financial Group, Inc.
-2.67%
-$39.7 
DHI D.R. Horton, Inc.
-2.64%
-$28.56 
PAYC Paycom Software, Inc.
-2.6%
-$27.34 
PINS Pinterest, Inc. Class A
-2.53%
-$6.43 
OMC Omnicom Group Inc.
-2.52%
-$61.48 
IR Ingersoll Rand Inc.
-2.5%
-$31.8 
LEN Lennar Corporation
-2.49%
-$21.5 
EW Edwards Lifesciences Corporation
-2.49%
-$43.7 
PSKY Paramount Skydance Corporation Class B Common Stock
-2.46%
-$8.32 
CIEN Ciena Corporation
-2.46%
-$47.85 
KWEB KraneShares CSI China Internet ETF
-2.44%
-$8.71 
IBM International Business Machines Corporation
-2.42%
-$566.03 
HOOD Robinhood Markets, Inc.
-2.4%
-$38.1 
MTCH Match Group, Inc.
-2.4%
-$28.95 
TTD The Trade Desk, Inc. Class A
-2.38%
-$6.83 
GPN Global Payments Inc.
-2.38%
-$47.87 
LUV Southwest Airlines Co.
-2.36%
-$99.03 
APP AppLovin Corporation Class A Common Stock
-2.35%
-$245.04 
LOW Lowe's Companies Inc.
-2.35%
-$132.08 
JKHY Jack Henry & Associates, Inc.
-2.27%
-$3.5 
FAST Fastenal Co.
-2.27%
-$10.61 
RVTY Revvity Inc.
-2.26%
-$12.62 
UBER Uber Technologies, Inc.
-2.24%
-$577.68 
BAX Baxter International Inc.
-2.23%
-$33.8 
META Meta Platforms Inc Class A
-2.23%
-$29,846.22 
FITB Fifth Third Bancorp
-2.22%
-$13.2 
ZBH Zimmer Biomet Holdings, Inc.
-2.22%
-$31.2 
WMB The Williams Companies, Inc.
-2.21%
-$41.25 
DAL Delta Air Lines, Inc.
-2.19%
-$76 
IVZ Invesco Ltd.
-2.18%
-$13.2 
SBUX Starbucks Corporation
-2.14%
-$116 
KLAC KLA Corporation
-2.11%
-$323.4 
UAL United Airlines Holdings, Inc.
-2.1%
-$212.5 
BNY BlackRock New York Municipal Income Trust
-2.1%
-$117.95 
IDXX IDEXX Laboratories, Inc.
-2.08%
-$12 
MCO Moody's Corporation
-2.08%
-$32.34 
FISV Fiserv, Inc.
-2.07%
-$21.4 
DIS The Walt Disney Company
-2.06%
-$86.1 
LKQ LKQ Corporation
-2.04%
-$5.3 
IQV IQVIA Holdings Inc.
-2.03%
-$8.56 
PHM PulteGroup Inc.
-2.03%
-$13.07 
IT Gartner Inc.
-2.02%
-$8.65 
CRH CRH plc
-2.01%
-$10.6 
ITW Illinois Tool Works Inc.
-2.01%
-$22.72 
RCL Royal Caribbean Group
-1.98%
-$52.47 
DXJ WisdomTree Japan Hedged Equity Fund
-1.98%
-$257.15 
V Visa Inc. Class A
-1.98%
-$570.38 
RF Regions Financial Corporation
-1.98%
-$12.8 
NTRS Northern Trust Corporation
-1.96%
-$44.4 
MELI MercadoLibre, Inc.
-1.96%
-$1,383.96 
GOOG Alphabet Inc
-1.96%
-$3,079.4 
GOOGL Alphabet Inc
-1.96%
-$16,888.43 
NKE Nike, Inc. - Class B
-1.94%
-$49.3 
GLNK Grayscale Chainlink Trust
-1.93%
-$55.18 
MKC McCormick & Company, Incorporated
-1.92%
-$5.08 
EFX Equifax Inc.
-1.92%
-$37.84 
CTAS Cintas Corporation
-1.89%
-$38.9 
TMO Thermo Fisher Scientific Inc.
-1.87%
-$121.92 
MSCI MSCI Inc.
-1.87%
-$47.64 
VAC Marriott Vacations Worldwide Corporation
-1.87%
-$197.6 
BKNG Booking Holdings Inc.
-1.86%
-$688.02 
MA Mastercard Incorporated
-1.83%
-$876.09 
PEP PepsiCo, Inc.
-1.82%
-$20,115.76 
ELV Elevance Health, Inc.
-1.82%
-$81.54 
PSA Public Storage Common Stock
-1.81%
-$23.48 
TSLA Tesla, Inc.
-1.79%
-$20,726.99 
SAP SAP SE Sponsored ADR
-1.78%
-$14.4 
MSFT Microsoft Corp.
-1.78%
-$30,680.43 
DXCM DexCom, Inc.
-1.78%
-$20.77 
MCD McDonald's Corporation
-1.77%
-$291.3 
ROK Rockwell Automation, Inc.
-1.77%
-$24.93 
CLX The Clorox Company
-1.75%
-$17.3 
MLM Martin Marietta Materials, Inc.
-1.74%
-$20.12 
CSGP CoStar Group, Inc.
-1.73%
-$7.87 
PTC PTC Inc.
-1.72%
-$10.95 
COMP Compass Inc.
-1.68%
-$187.99 
UNB Union Bankshares, Inc.
-1.67%
-$49.88 
WM Waste Management, Inc.
-1.67%
-$76.95 
CPAY Corpay, Inc.
-1.67%
-$55.8 
BR Broadridge Financial Solutions, Inc.
-1.66%
-$20.28 
SHW The Sherwin-Williams Company
-1.65%
-$22.34 
XHB SPDR S&P Homebuilders ETF
-1.64%
-$14.56 
SPGI S&P Global Inc.
-1.64%
-$5,782.49 
HD The Home Depot, Inc.
-1.64%
-$393.3 
MAR Marriott International Inc. - Class A
-1.63%
-$2,989.8 
SPEM SPDR Portfolio Emerging Markets ETF
-1.63%
-$0.83 
ICE Intercontinental Exchange, Inc.
-1.61%
-$66.12 
DDOG Datadog, Inc. Class A Common Stock
-1.6%
-$42.1 
AVAV AeroVironment Inc.
-1.59%
-$14.22 
AXP American Express Company
-1.58%
-$21,080.71 
EME EMCOR Group, Inc.
-1.58%
-$11.87 
URI United Rentals, Inc.
-1.58%
-$220.22 
METV Roundhill Ball Metaverse ETF
-1.57%
-$4.8 
RMD ResMed Inc.
-1.56%
-$9.51 
XPO XPO Inc.
-1.56%
-$68.3 
ODFL Old Dominion Freight Line, Inc.
-1.55%
-$40.37 
PAYX Paychex Inc.
-1.55%
-$356.77 
JLL Jones Lang LaSalle Inc.
-1.54%
-$5.17 
SHOP Shopify Inc.
-1.54%
-$3,408.59 
COO The Cooper Companies, Inc.
-1.52%
-$5.58 
BBJP JPMorgan BetaBuilders Japan Fund
-1.52%
-$194.36 
BSX Boston Scientific Corporation
-1.52%
-$30.6 
RSG Republic Services, Inc.
-1.52%
-$13.68 
CBRE CBRE Group Inc.
-1.51%
-$21.75 
GS The Goldman Sachs Group, Inc.
-1.5%
-$11,198.44 
KDP Keurig Dr Pepper Inc.
-1.5%
-$28.2 
STZ Constellation Brands, Inc.
-1.48%
-$12.03 
HSY The Hershey Company
-1.47%
-$5.14 
HRL Hormel Foods Corporation
-1.46%
-$11.25 
AVY Avery Dennison Corporation
-1.46%
-$4.75 
AMGN Amgen Inc.
-1.45%
-$97.02 
BIIB Biogen Inc.
-1.45%
-$3.03 
LRCX Lam Research Corporation
-1.45%
-$41,569.67 
KKR KKR & Co. Inc.
-1.45%
-$81.67 
STT State Street Corp
-1.43%
-$66.5 
COF Capital One Financial Corporation
-1.42%
-$78.26 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$16.32 
QLD ProShares Ultra QQQ
-1.41%
-$527.5 
JBL Jabil Inc.
-1.39%
-$29.89 
FINX GLOBAL X FINTECH ETF
-1.38%
-$56.09 
MTB M&T Bank Corporation
-1.37%
-$10.41 
DOV Dover Corporation
-1.36%
-$20.72 
TXN Texas Instruments Inc
-1.36%
-$553.7 
EXR Extra Space Storage Inc.
-1.35%
-$28.42 
HAS Hasbro Inc.
-1.34%
-$16.5 
BDX Becton, Dickinson and Company
-1.34%
-$4.28 
DHR Danaher Corporation
-1.33%
-$51.87 
MAA Mid-America Apartment Communities, Inc.
-1.33%
-$1.79 
LDOS Leidos Holdings Inc.
-1.33%
-$11.52 
CIFR Cipher Mining Inc.
-1.33%
-$2,082.34 
IP International Paper Company
-1.32%
-$15 
KEY KeyCorp
-1.31%
-$12.6 
EXPE Expedia Group, Inc.
-1.3%
-$7.04 
PLD Prologis Inc.
-1.29%
-$87.3 
FTV Fortive Corporation
-1.27%
-$3.98 
CCL Carnival Corporation Ltd.
-1.27%
-$10.2 
MOH Molina Healthcare Inc.
-1.25%
-$22.56 
C Citigroup Inc.
-1.25%
-$99 
CMCSA Comcast Corp
-1.25%
-$37.5 
BKR Baker Hughes Company
-1.23%
-$38.23 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.22%
-$112.16 
HBAN Huntington Bancshares Incorporated
-1.21%
-$6.75 
AJG Arthur J. Gallagher & Co.
-1.21%
-$40.17 
INVH Invitation Homes Inc.
-1.2%
-$3.65 
COIN Coinbase Global, Inc.
-1.19%
-$65.11 
BETZ Roundhill Sports Betting & iGaming ETF
-1.19%
-$0.23 
PPL PPL Corporation
-1.18%
-$8.6 
DASH DoorDash, Inc.
-1.18%
-$30.8 
ROP Roper Technologies Inc.
-1.16%
-$4.21 
GLW Corning Incorporated
-1.16%
-$36.6 
ABNB Airbnb, Inc.
-1.15%
-$200.6 
DECK Deckers Outdoor Corporation
-1.14%
-$12.4 
SF Stifel Financial Corp.
-1.13%
-$2.67 
VICI Vici Properties Inc.
-1.12%
-$1.52 
VMC Vulcan Materials Company
-1.12%
-$9.87 
COST Costco Wholesale Corporation
-1.12%
-$1,006.05 
SWK Stanley Black & Decker Inc.
-1.11%
-$5.08 
SPUU Direxion Daily S&P 500 Bull 2X Shares
-1.11%
-$48 
BX Blackstone Inc.
-1.09%
-$51.98 
KHC The Kraft Heinz Company
-1.09%
-$20.8 
XYL Xylem Inc.
-1.09%
-$6.81 
LULU lululemon athletica inc.
-1.09%
-$18.06 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.08%
-$1,633.22 
CME CME Group Inc.
-1.07%
-$15.78 
AKRE Akre Focus ETF
-1.06%
-$53.24 
INTU Intuit Inc.
-1.06%
-$46.8 
TMUS T-Mobile US, Inc.
-1.06%
-$30.6 
SOLZ Solana ETF
-1.05%
-$38.53 
ADI Analog Devices, Inc.
-1.05%
-$40 
WDAY Workday Inc.
-1.04%
-$15.2 
IBIT iShares Bitcoin Trust
-1.04%
-$814.34 
QUAL iShares MSCI USA Quality Factor ETF
-1.03%
-$21,292.92 
BALL Ball Corp.
-1.03%
-$3.25 
BXP Boston Properties, Inc.
-1.03%
-$3.62 
STAG Stag Industrial Inc.
-1.02%
-$2.58 
CHD Church & Dwight Co., Inc.
-1.01%
-$30.15 
BLK BlackRock, Inc.
-1%
-$239.69 
FIX Comfort Systems USA, Inc.
-0.99%
-$16.68 
CRM Salesforce Inc
-0.97%
-$107.52 
CHTR Charter Communications Inc
-0.96%
-$12.8 
BRO Brown & Brown Inc.
-0.96%
-$3.33 
OGIG ALPS O’Shares Global Internet Giants ETF
-0.96%
-$417.94 
FDX FedEx Corporation
-0.95%
-$24.28 
ALGN Align Technology, Inc.
-0.94%
-$3.37 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.94%
-$118,694.55 
AEE Ameren Corporation
-0.94%
-$5.3 
CL Colgate-Palmolive Company
-0.93%
-$21.75 
EVRG Evergy Inc.
-0.92%
-$8 
LIN Linde plc
-0.92%
-$133.84 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.92%
-$3.79 
STRL Sterling Infrastructure, Inc.
-0.91%
-$17.55 
GM General Motors Company
-0.91%
-$21.15 
PNC The PNC Financial Services Group, Inc.
-0.91%
-$27.72 
MGM MGM Resorts International
-0.87%
-$10.25 
MTN Vail Resorts, Inc.
-0.87%
-$5.2 
CVNA Carvana Co.
-0.87%
-$6.15 
NVDA NVIDIA Corporation
-0.87%
-$26,369.85 
MOS Mosaic Company
-0.87%
-$1.95 
CSX CSX Corporation
-0.86%
-$48.4 
DG Dollar General Corporation
-0.86%
-$12.1 
FE FirstEnergy Corp.
-0.86%
-$8.5 
ZTS Zoetis Inc.
-0.86%
-$13.3 
CCK Crown Holdings Inc.
-0.86%
-$11.11 
MDT Medtronic plc
-0.86%
-$7.2 
KMI Kinder Morgan, Inc.
-0.86%
-$7 
HLT Hilton Worldwide Holdings Inc.
-0.86%
-$8.31 
TFC Truist Financial Corporation
-0.84%
-$4.5 
XEL Xcel Energy Inc.
-0.84%
-$13.4 
ECL Ecolab Inc.
-0.83%
-$11.47 
WST West Pharmaceutical Services, Inc.
-0.83%
-$3 
VRSK Verisk Analytics Inc.
-0.83%
-$14.98 
AAPL Apple Inc.
-0.82%
-$30,895.52 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.82%
-$395.76 
SNOW Snowflake Inc.
-0.82%
-$130.39 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.82%
-$590.58 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$112.32 
TPR Tapestry Inc.
-0.8%
-$5.75 
PPG PPG Industries Inc.
-0.8%
-$9.45 
PODD Insulet Corporation
-0.79%
-$5.2 
WEC WEC Energy Group Inc.
-0.79%
-$9 
TTWO Take-Two Interactive Software, Inc.
-0.79%
-$5.64 
MDLZ Mondelez International, Inc.
-0.78%
-$21.6 
PCG PG&E Corporation
-0.77%
-$7.42 
EXC Exelon Corporation
-0.77%
-$7.2 
AZO AutoZone Inc.
-0.76%
-$116.25 
T AT&T Inc.
-0.75%
-$101.64 
GPC Genuine Parts Company
-0.75%
-$4.7 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$3,150.74 
CTSH Cognizant Technology Solutions Corporation
-0.74%
-$6.6 
LVS Las Vegas Sands Corp.
-0.73%
-$1.68 
PKG Packaging Corporation of America
-0.73%
-$1.71 
SYF Synchrony Financial
-0.73%
-$8.1 
SCHC Schwab International Small-Cap Equity ETF
-0.73%
-$4.9 
INTC Intel Corporation
-0.72%
-$118.3 
MRNA Moderna, Inc.
-0.71%
-$9 
AMP Ameriprise Financial, Inc.
-0.71%
-$22.68 
FICO Fair Isaac Corporation
-0.69%
-$8.62 
SOLV Solventum Corporation
-0.69%
-$8.47 
SW Smurfit WestRock PLC
-0.69%
-$4.65 
DUK Duke Energy Corporation
-0.69%
-$73.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.69%
-$2.43 
GEN Gen Digital Inc.
-0.69%
-$2.77 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.68%
-$11.82 
J Jacobs Solutions Inc.
-0.68%
-$6.3 
VZ Verizon Communications Inc.
-0.67%
-$17.7 
ED Consolidated Edison, Inc.
-0.67%
-$7.5 
PG Procter & Gamble Co
-0.67%
-$76.76 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$0.97 
IYW iShares U.S. Technology ETF
-0.66%
-$2,016 
VLTO Veralto Corporation
-0.65%
-$6.1 
FNDC Schwab Fundamental International Small Company Index ETF
-0.65%
-$3.15 
NXPI NXP Semiconductors N.V.
-0.65%
-$8.72 
KMB Kimberly-Clark Corporation
-0.64%
-$3.5 
WMT Walmart Inc.
-0.64%
-$1,326.41 
IBKR Interactive Brokers Group Inc.
-0.63%
-$8.78 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$2,840.68 
TDG TransDigm Group Inc.
-0.62%
-$15.33 
NDSN Nordson Corporation
-0.62%
-$1.83 
LNT Alliant Energy Corporation
-0.62%
-$9.4 
GILD Gilead Sciences Inc.
-0.61%
-$30.06 
ROL Rollins, Inc.
-0.6%
-$1.37 
ORLY O'Reilly Automotive Inc.
-0.6%
-$7.8 
CWI SPDR MSCI ACWI ex-US ETF
-0.6%
-$67,162.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$1.29 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.6%
-$3.22 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.59%
-$9.9 
XLG Invesco S&P 500 Top 50 ETF
-0.59%
-$728.9 
EL The Estée Lauder Companies Inc. Class A
-0.59%
-$2.45 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,579.75 
WAB Wabtec Corporation
-0.59%
-$12.44 
YUM Yum! Brands, Inc.
-0.59%
-$8.05 
NEM Newmont Corporation
-0.58%
-$25.44 
VOO Vanguard S&P 500 ETF
-0.58%
-$32 
GWW W.W. Grainger, Inc.
-0.58%
-$8.08 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$17,753.01 
ACWI iShares MSCI ACWI ETF
-0.56%
-$102,236.31 
AON Aon plc
-0.55%
-$4.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.55%
-$2.79 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.54%
-$39,146.85 
PLTR Palantir Technologies Inc.
-0.54%
-$59.86 
JEPI JPMorgan Equity Premium Income Fund
-0.54%
-$2.13 
ES Eversource Energy
-0.53%
-$1.98 
APH Amphenol Corporation
-0.52%
-$41.87 
MS Morgan Stanley
-0.51%
-$79.52 
IEFA iShares Core MSCI EAFE ETF
-0.51%
-$12.37 
ETR Entergy Corporation
-0.51%
-$17.55 
NI NiSource Inc.
-0.51%
-$3.52 
RJF Raymond James Financial Inc.
-0.51%
-$6.02 
HII Huntington Ingalls Industries Inc.
-0.5%
-$2.72 
CMS CMS Energy Corporation
-0.5%
-$5.55 
LIT GLOBAL X LITHIUM & BATTERY T
-0.49%
-$34 
MRSH Marsh & McLennan Companies, Inc.
-0.48%
-$31.5 
OC Owens Corning
-0.48%
-$142.14 
UWM ProShares Ultra Russell2000
-0.48%
-$65.41 
EIX Edison International
-0.47%
-$7.4 
CBOE Cboe Global Markets Inc.
-0.46%
-$1.28 
TPL Texas Pacific Land Corporation
-0.46%
-$57.6 
SPOT Spotify Technology S.A.
-0.46%
-$143.55 
SO The Southern Company
-0.45%
-$6.45 
KVUE Kenvue Inc.
-0.45%
-$25.5 
IJH iShares Core S&P Mid-Cap ETF
-0.44%
-$6,815.24 
HERO Global X Video Games & Esports ETF
-0.44%
-$6.6 
TT Trane Technologies plc
-0.43%
-$2.06 
DTE DTE Energy Company
-0.43%
-$9.68 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$41.2 
MMM 3M Company
-0.43%
-$8.97 
DKNG DraftKings Inc.
-0.42%
-$3.15 
AEP American Electric Power Company, Inc.
-0.42%
-$84 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$71.13 
CALY BlackRock Short-Term California Muni Bond ETF
-0.41%
-$1.2 
SPG Simon Property Group, Inc.
-0.4%
-$9.15 
AMZN Amazon.com Inc
-0.4%
-$7,938.81 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$17,817.62 
EXE Expand Energy Corporation
-0.37%
-$58.74 
MCHP Microchip Technology Incorporated
-0.37%
-$3.05 
BF-B Brown-Forman Corporation
-0.37%
-$0.38 
O Realty Income Corporation
-0.36%
-$6 
TJX The TJX Companies, Inc.
-0.36%
-$23.52 
EPAM Epam Systems Inc.
-0.35%
-$2.17 
TRMB Trimble Inc.
-0.35%
-$3.8 
PEG Public Service Enterprise Group Incorporated
-0.34%
-$2.7 
CI The Cigna Group
-0.34%
-$6.68 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.33%
-$0.09 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.33%
-$9.35 
CARR Carrier Global Corporation
-0.32%
-$6.75 
ASML ASML Holding N.V. New York Registry Shares
-0.32%
-$136.56 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.31%
-$1.1 
SCHH Schwab U.S. REIT ETF
-0.3%
-$1.43 
UPS United Parcel Service, Inc.
-0.3%
-$8.75 
GRMN Garmin Ltd.
-0.3%
-$2.23 
SOXX iShares Semiconductor ETF
-0.29%
-$42.12 
USB U.S. Bancorp
-0.29%
-$6.47 
KIM Kimco Realty Corporation
-0.29%
-$1.5 
S SentinelOne Inc.
-0.28%
-$0.11 
SRE Sempra
-0.28%
-$3.9 
QCOM QUALCOMM Incorporated
-0.27%
-$5.12 
IWM iShares Russell 2000 ETF
-0.27%
-$48.8 
ARES Ares Management Corporation
-0.25%
-$2.17 
LYV Live Nation Entertainment, Inc.
-0.24%
-$5.66 
VGT Vanguard Information Technology ETF
-0.24%
-$432 
DE Deere & Company
-0.22%
-$75.04 
GD General Dynamics Corporation
-0.22%
-$8.86 
TGT Target Corporation
-0.21%
-$5.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.2%
-$21.78 
AME Ametek Inc.
-0.2%
-$0.93 
STLD Steel Dynamics Inc.
-0.19%
-$2.7 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$492.31 
SCHF Schwab International Equity ETF
-0.18%
-$3.7 
SLB Schlumberger Limited
-0.18%
-$21.93 
D Dominion Energy, Inc.
-0.17%
-$1.25 
RGLD Royal Gold Inc.
-0.14%
-$0.53 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.13%
-$0.12 
TECH Bio-Techne Corporation
-0.12%
-$2.12 
ULTA Ulta Beauty Inc.
-0.1%
-$0.5 
APD Air Products and Chemicals, Inc.
-0.09%
-$1.27 
CNP CenterPoint Energy Inc.
-0.08%
-$0.35 
PFE Pfizer Inc.
-0.08%
-$2.6 
EBAY eBay Inc.
-0.04%
-$1.75 
WFC Wells Fargo & Company
-0.04%
-$16.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.04%
-$96.27 
WY Weyerhaeuser Company
-0.04%
-$0.1 
SYY Sysco Corporation
-0.04%
-$0.3 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$253.05 
XLI Industrial Select Sector SPDR Fund
-0.03%
-$27.06 
FNDF Schwab Fundamental International Large Company Index ETF
-0.03%
-$0.53 
VTV Vanguard Value ETF
-0.02%
-$1,446.52 
OKE ONEOK, Inc.
-0.02%
-$5.4 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$26.67 
PSI Invesco Semiconductors ETF
-0.01%
-$4.84 
VRT Vertiv Holdings Co
-0.01%
-$0.5 
PCAR PACCAR Inc.
0%
-$0.07 Events
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Dividends
Dividend Analysis
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| Trades 663 | Longs Won 452/663 68% | Profit Factor 6.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $149,762.99 |
| Average Win $39,474.37 | Best Trade (Jul 13) $2.21M | Sharpe Ratio -27.98 |
| Average Loss -$13,334.22 | Worst Trade (Jul 10) -$535,966.09 | Z-Score 15.12 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w 3d | Expectancy $22,668.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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