Maridea Wealth Management LLC Portfolio
Invests via Maridea Wealth Management LLC | Managed by Bryan Hinmon, CFA
Invests via Maridea Wealth Management LLC
Managed by Bryan Hinmon, CFA
Automatically Tracked
Company Profile
Boutique wealth manager focused on providing advisory, financial planning and discretionary portfolio management to high-net-worth individuals and families. Maridea Wealth Management LLC combines multi-asset investment strategies, tax-aware planning and retirement income solutions while partnering with custodians and independent advisors. Relevant to investors seeking concentrated private-client platforms and outsourced CIO-style services in the wealth management sector.
Boutique wealth manager focused on providing advisory, financial planning and discretionary portfolio management to high-net-worth individuals and families. Maridea Wealth Management LLC combines multi-asset investment strategies, tax-aware planning and retirement income solutions while partnering with custodians and independent advisors. Relevant to investors seeking concentrated private-client platforms and outsourced CIO-style services in the wealth management sector.
Investment Philosophy & Strategy
Delivers customized, tax-aware multi-asset solutions for HNW families, blending discretionary PM and outsourced-CIO oversight. Emphasizes strategic asset allocation, downside risk controls, and concentrated private-client portfolios with tactical tilts to income and tax-efficient vehicles. Capital deployment favors diversified core holdings, alternative income, private investments and municipal/tax-managed strategies; allocation decisions driven by cash-flow needs, retirement horizon and tax optimization. Risk framework centers on drawdown management, behavioral governance with custodian partnerships and scalable advisor integration.
Delivers customized, tax-aware multi-asset solutions for HNW families, blending discretionary PM and outsourced-CIO oversight. Emphasizes strategic asset allocation, downside risk controls, and concentrated private-client portfolios with tactical tilts to income and tax-efficient vehicles. Capital deployment favors diversified core holdings, alternative income, private investments and municipal/tax-managed strategies; allocation decisions driven by cash-flow needs, retirement horizon and tax optimization. Risk framework centers on drawdown management, behavioral governance with custodian partnerships and scalable advisor integration.
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:
3.23%
Gain
Monthly
0.17%
Yearly
2.08%
Drawdown
27.06%
$752.7M
Equity
Holdings
$752.7M
Investment
$655.07M
$107.76M
Profit -$7.57M
Realized
$10.12M
Unrealized
$97.64M
Dividends
$13.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$7.57M
Win %
68%
This Week
Compared To Last Week
Gain
-2.4%
Profit
-$18.5M
Win %
68%
This Month
Compared to last month
Gain
-2.53%
Profit
-$19.57M
Win %
68%
This Year
Compared to last year
Gain
9.87%
Profit
$67.6M
Win %
67%
WBIY WBI Power Factor High Dividend ETF
+7.48%
+$986,113.44 
KNSL Kinsale Capital Group Inc.
+3.32%
+$37,831.44 
ALL Allstate Corporation
+3.2%
+$7,763.23 
HIG The Hartford Insurance Group, Inc.
+3.17%
+$19,943.98 
CB Chubb Limited
+3.03%
+$10,284.44 
PANW Palo Alto Networks, Inc.
+2.79%
+$53,527.49 
CMG Chipotle Mexican Grill, Inc.
+2.62%
+$7,098.24 
GE General Electric Company
+2.44%
+$7,064.34 
BMY Bristol-Myers Squibb Company
+2.35%
+$11,695.12 
MO Altria Group, Inc.
+1.98%
+$5,447.65 
CSCO Cisco Systems, Inc.
+1.93%
+$17,123.24 
ABBV AbbVie Inc.
+1.87%
+$7,892.08 
CRWD CrowdStrike Holdings, Inc.
+1.82%
+$29,738.51 
FANG Diamondback Energy Inc
+1.75%
+$6,384.36 
HWM Howmet Aerospace Inc.
+1.73%
+$11,136.56 
MCK McKesson Corporation
+1.52%
+$35,042.84 
LMT Lockheed Martin Corporation
+1.44%
+$8,659.52 
HPQ HP Inc.
+1.43%
+$3,482.78 
PM Philip Morris International Inc.
+1.42%
+$5,562 
XBI SPDR S&P Biotech ETF
+1.34%
+$3,570 
T AT&T Inc.
+1.32%
+$2,663.07 
RTX RTX Corporation
+1.28%
+$6,414.65 
XOM Exxon Mobil Corporation
+1.28%
+$11,612.7 
EQIX Equinix, Inc.
+1.26%
+$6,639.08 
VZ Verizon Communications Inc.
+1.25%
+$3,179 
HEI Heico Corporation
+1.25%
+$11,966.9 
CVX Chevron Corporation
+1.24%
+$7,558.2 
FTNT Fortinet Inc.
+1.19%
+$19,133.82 
GD General Dynamics Corporation
+1.17%
+$2,931.7 
AMT American Tower Corporation
+1.11%
+$2,636.7 
VLO Valero Energy Corporation
+1.1%
+$3,972 
MKL Markel Group Inc.
+1.06%
+$5,844.44 
TMUS T-Mobile US, Inc.
+1.04%
+$2,161.39 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.03%
+$44,017.93 
LLY Eli Lilly and Company
+1.02%
+$4,226.76 
WMT Walmart Inc.
+1.01%
+$14,389.8 
OHI Omega Healthcare Investors Inc.
+0.96%
+$6,968.16 
PH Parker-Hannifin Corporation
+0.94%
+$2,142.48 
BP BP p.l.c. Sponsored ADR
+0.93%
+$2,126.86 
EDV Vanguard Extended Duration Treasury ETF
+0.86%
+$3,500.12 
LTTI FT Vest 20+ Year Treasury & Target Income ETF
+0.84%
+$2,955.22 
XLE Energy Select Sector SPDR Fund
+0.83%
+$57,554.32 
D Dominion Energy, Inc.
+0.83%
+$5,515.06 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.83%
+$5,327.72 
ORCL Oracle Corporation
+0.81%
+$3,550.66 
FGDL Franklin Responsibly Sourced Gold ETF
+0.8%
+$20,390.65 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.79%
+$2,864.68 
SO The Southern Company
+0.79%
+$4,452.84 
XLRE The Real Estate Select Sector SPDR Fund
+0.75%
+$5,237.02 
HDV iShares Core High Dividend ETF
+0.74%
+$2,880.88 
VDE Vanguard Energy ETF
+0.74%
+$1,456.56 
SUNB Sunbelt Rentals Holdings, Inc.
+0.73%
+$16,119 
AMZA InfraCap MLP ETF
+0.72%
+$3,592.75 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+0.72%
+$8,618.74 
IAU iShares Gold Trust
+0.69%
+$6,833.32 
GLD SPDR Gold Shares
+0.69%
+$36,935.32 
TSN Tyson Foods Inc.
+0.67%
+$1,830.66 
OUNZ VanEck Merk Gold Trust
+0.67%
+$4,150.12 
BAR GraniteShares Gold Trust
+0.66%
+$60,256.82 
GLDM SPDR Gold MiniShares Trust
+0.66%
+$1,268.8 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$16,651.8 
VNQ Vanguard Real Estate ETF
+0.65%
+$2,810.91 
TPL Texas Pacific Land Corporation
+0.63%
+$1,153.62 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.62%
+$9,145.5 
RTH VanEck Retail ETF
+0.62%
+$1,673.28 
CSRE Cohen & Steers Real Estate Active ETF
+0.61%
+$2,336.22 
EPR EPR Properties
+0.61%
+$3,492.2 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$11,720.23 
WSM Williams-Sonoma, Inc.
+0.6%
+$1,996.86 
JPM JPMorgan Chase & Co.
+0.57%
+$5,025.47 
TLT iShares 20+ Year Treasury Bond ETF
+0.57%
+$7,835.04 
NEE NextEra Energy, Inc.
+0.56%
+$6,631.66 
AIT Applied Industrial Technologies Inc.
+0.56%
+$2,141.02 
GNR SPDR S&P Global Natural Resources ETF
+0.54%
+$1,331.62 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$11,098.43 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.52%
+$2,472 
XLP Consumer Staples Select Sector SPDR Fund
+0.52%
+$6,796.93 
FSCO FS Credit Opportunities Corp.
+0.52%
+$1,574.42 
WEC WEC Energy Group Inc.
+0.52%
+$1,889.18 
PRI Primerica Inc.
+0.5%
+$3,837.1 
XAR SPDR S&P Aerospace & Defense ETF
+0.5%
+$6,473.7 
ATO Atmos Energy Corporation
+0.5%
+$965.53 
BAC Bank of America Corporation
+0.5%
+$1,786.99 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.49%
+$2,231 
SOLS Sollensys Corp
+0.48%
+$1,597.12 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.48%
+$6,619.9 
PG Procter & Gamble Co
+0.47%
+$1,087.92 
ES Eversource Energy
+0.44%
+$1,710.72 
FN Fabrinet
+0.39%
+$695.98 
AMLP Alerian MLP ETF
+0.38%
+$2,884.55 
BLV Vanguard Long-Term Bond ETF
+0.38%
+$743.33 
FVD First Trust Value Line Dividend Index Fund
+0.3%
+$2,756.7 
DHS WisdomTree U.S. High Dividend Fund
+0.3%
+$2,367.4 
TDY Teledyne Technologies Incorporated
+0.3%
+$4,671.8 
IEF iShares 7-10 Year Treasury Bond ETF
+0.29%
+$1,915.92 
SCHP Schwab U.S. TIPS ETF
+0.29%
+$565.8 
GEV GE Vernova Inc.
+0.27%
+$4,561.46 
TIP iShares TIPS Bond ETF
+0.27%
+$2,909.86 
FE FirstEnergy Corp.
+0.27%
+$578.76 
TJX The TJX Companies, Inc.
+0.27%
+$1,462.06 
DRI Darden Restaurants, Inc.
+0.26%
+$542.98 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$9,649.6 
VTV Vanguard Value ETF
+0.24%
+$2,715.19 
ETN Eaton Corporation plc
+0.23%
+$541.68 
BMEZ BlackRock Health Sciences Trust II
+0.23%
+$1,509.69 
TKO Tko Group Holdings Inc.
+0.23%
+$543.9 
DNP DNP Select Income Fund Inc.
+0.23%
+$580.12 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$3,145.94 
IIF Morgan Stanley India Investment Fund, Inc.
+0.22%
+$561.7 
MPRO Monarch ProCap Index ETF
+0.21%
+$449.68 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.21%
+$2,232.42 
HYTI FT Vest High Yield & Target Income ETF
+0.21%
+$1,529.08 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.2%
+$597.68 
MGV Vanguard Mega Cap Value ETF
+0.2%
+$6,272.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$1,422.9 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.19%
+$507.08 
COST Costco Wholesale Corporation
+0.18%
+$3,580.46 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.18%
+$13,276.89 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.17%
+$420.52 
IUSB iShares Core Universal USD Bond ETF
+0.17%
+$9,798.34 
SLV iShares Silver Trust
+0.16%
+$619.36 
AAPL Apple Inc.
+0.15%
+$15,712.28 
LIN Linde plc
+0.15%
+$4,276.43 
IEI iShares 3-7 Year Treasury Bond ETF
+0.15%
+$2,467.68 
MTBA Simplify MBS ETF
+0.14%
+$1,362.9 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.14%
+$294.23 
NXUS Nuveen International Aggregate Bond ETF
+0.14%
+$413.18 
BNDW Vanguard Total World Bond ETF
+0.13%
+$887.94 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$618.3 
THQ Abrdn Healthcare Opportunities Fund
+0.13%
+$306.32 
AGZ iShares Agency Bond ETF
+0.13%
+$800.11 
JPLD JPMorgan Limited Duration ETF
+0.12%
+$478.75 
KMI Kinder Morgan, Inc.
+0.12%
+$340.2 
SDY SPDR S&P Dividend ETF
+0.12%
+$527.63 
MRSH Marsh & McLennan Companies, Inc.
+0.12%
+$814.77 
CLOZ Panagram BBB-B CLO ETF
+0.11%
+$1,261.26 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.11%
+$3,772.47 
LQTI FT Vest Investment Grade & Target Income ETF
+0.1%
+$383.5 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$1,011.77 
XLB Materials Select Sector SPDR Fund
+0.1%
+$1,894.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$289.43 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$4,205.65 
XLI Industrial Select Sector SPDR Fund
+0.09%
+$2,727.99 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$649.16 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$651.02 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$176.35 
FLXR TCW Flexible Income ETF
+0.09%
+$3,991.4 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$2,061.86 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.08%
+$609.71 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.07%
+$2,002.28 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$817.72 
CLOA iShares AAA CLO ETF
+0.07%
+$666.43 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$138.15 
UTWO U.S. Treasury 2-Year Note ETF
+0.06%
+$127.71 
KRBN KraneShares Global Carbon Strategy ETF
+0.06%
+$187.28 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$132.06 
USTB VictoryShares Short-Term Bond ETF
+0.06%
+$160.17 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$188.33 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.05%
+$371.06 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.05%
+$110.8 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$108.01 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$270.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,235.74 
CLOI VanEck CLO ETF
+0.03%
+$2,498.76 
AMGN Amgen Inc.
+0.03%
+$63.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$5,661.77 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$82.95 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$2,884.35 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$46.02 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$871.04 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$250.33 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$277.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$118.95 
STX Seagate Technology Holdings plc
0%
+$17.23 
WCME First Trust WCM Developing World Equity ETF
0%
+$28.29 
BAM
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FAX
0%
$0 
FTNJ Franklin New Jersey Municipal Income ETF
0%
$0 
MVFG
0%
$0 
ONOF Global X Adaptive U.S. Risk Management ETF
0%
$0 
PTBD Pacer Trendpilot US Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
-10.24%
-$311,452.94 
NFLX Netflix, Inc.
-9.17%
-$206,598.26 
UPWK Upwork Inc.
-6.36%
-$7,088.81 
CIFR Cipher Mining Inc.
-5.53%
-$555,518.88 
META Meta Platforms Inc Class A
-5.47%
-$264,337.15 
SNEX StoneX Group Inc.
-5.44%
-$55,491.82 
TQQQ ProShares UltraPro QQQ
-5.29%
-$32,656.4 
AXON Axon Enterprise, Inc.
-4.99%
-$22,235.1 
IREN IREN Limited
-4.35%
-$436,636.64 
INTC Intel Corporation
-4.21%
-$35,532.72 
MTZ MasTec, Inc. Common Stock
-4.16%
-$52,481.36 
APP AppLovin Corporation Class A Common Stock
-4.12%
-$13,583.36 
WGMI Valkyrie Bitcoin Miners ETF
-3.73%
-$180,785.22 
TER Teradyne, Inc.
-3.73%
-$15,548.33 
TE T1 Energy Inc.
-3.7%
-$47,914.24 
STVN Stevanato Group S.p.A.
-3.63%
-$39,149.9 
LRCX Lam Research Corporation
-3.6%
-$37,885.82 
ETHE Grayscale Ethereum Trust ETF
-3.35%
-$13,728.04 
CIEN Ciena Corporation
-3.32%
-$26,974.47 
COIN Coinbase Global, Inc.
-3.26%
-$9,743.49 
ETHA iShares Ethereum Trust
-3.25%
-$14,489.08 
AMD Advanced Micro Devices, Inc.
-3.19%
-$253,298.98 
GLW Corning Incorporated
-3.19%
-$72,578.6 
SMH VanEck Semiconductor ETF
-3.16%
-$146,302.16 
QXO Qxo Inc.
-3.15%
-$61,852.05 
MBCE Monarch Blue Chips Elite Index ETF
-3.13%
-$8,015.34 
SMHX VanEck Vectors Semiconductor ETF
-3.13%
-$12,302.05 
UBER Uber Technologies, Inc.
-3.05%
-$22,319.76 
UFPT UFP Technologies Inc.
-2.95%
-$57,293.54 
TSLA Tesla, Inc.
-2.85%
-$131,518.84 
SFL SFL Corporation Ltd.
-2.79%
-$12,345.17 
VRT Vertiv Holdings Co
-2.77%
-$32,166.72 
MELI MercadoLibre, Inc.
-2.73%
-$46,344.4 
AIOT PowerFleet Inc.
-2.73%
-$1,837.36 
MSFT Microsoft Corp.
-2.73%
-$105,550.91 
CLBT Cellebrite DI Ltd.
-2.72%
-$40,414.41 
BKNG Booking Holdings Inc.
-2.67%
-$35,829.37 
MPWR Monolithic Power Systems, Inc.
-2.6%
-$8,428.28 
CLSK CleanSpark, Inc.
-2.56%
-$99,190.74 
JBL Jabil Inc.
-2.55%
-$8,440.74 
BABA Alibaba Group Holding Limited SP ADR
-2.53%
-$19,961.37 
IBKR Interactive Brokers Group Inc.
-2.5%
-$20,173.23 
SOLZ Solana ETF
-2.5%
-$3,872.2 
QUIK QuickLogic Corporation
-2.38%
-$5,308.75 
DXJ WisdomTree Japan Hedged Equity Fund
-2.35%
-$32,231.97 
GOOGL Alphabet Inc
-2.33%
-$61,446.1 
GOOG Alphabet Inc
-2.32%
-$314,552 
MAGS Roundhill Magnificent Seven Fund
-2.3%
-$59,656.24 
AAON Aaon Inc.
-2.29%
-$53,423.88 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.28%
-$158,218.88 
RKT Rocket Companies, Inc. Class A
-2.25%
-$3,670.93 
SHOP Shopify Inc.
-2.25%
-$5,544.13 
OPPJ WisdomTree Japan Opportunities Fund
-2.22%
-$28,070.66 
SOFI SoFi Technologies, Inc.
-2.19%
-$13,192.08 
BITB Bitwise Bitcoin ETF
-2.17%
-$6,408.44 
BLOK Amplify Transformational Data Sharing ETF
-2.16%
-$6,506.76 
IBIT iShares Bitcoin Trust
-2.16%
-$8,231.25 
KO The Coca-Cola Company
-2.15%
-$5,519.28 
GBTC Grayscale Bitcoin Trust ETF
-2.12%
-$13,650.65 
EXPE Expedia Group, Inc.
-2.11%
-$7,476.85 
EWJ iShares MSCI Japan ETF
-2.09%
-$24,270.4 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$5,148.78 
FLJH Franklin FTSE Japan Hedged ETF
-2.08%
-$4,883.75 
XLC Communication Services Select Sector SPDR Fund
-2.04%
-$49,810.68 
SPEM SPDR Portfolio Emerging Markets ETF
-2.03%
-$33,552.63 
ADI Analog Devices, Inc.
-1.98%
-$6,884.02 
V Visa Inc. Class A
-1.98%
-$5,469.32 
PCT PureCycle Technologies, Inc.
-1.97%
-$6,500.88 
NVDA NVIDIA Corporation
-1.96%
-$278,790.93 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$36,302.62 
EEM iShares MSCI Emerging Markets ETF
-1.92%
-$7,241.01 
MGK Vanguard Mega Cap Growth ETF
-1.89%
-$95,660.22 
DFJ WisdomTree Japan SmallCap Dividend Fund
-1.89%
-$22,789.38 
EWJV iShares MSCI Japan Value ETF
-1.89%
-$10,123.06 
IXN iShares Global Tech ETF
-1.83%
-$29,127.23 
PLTR Palantir Technologies Inc.
-1.81%
-$16,612.53 
IWY iShares Russell Top 200 Growth ETF
-1.79%
-$6,029.1 
EFX Equifax Inc.
-1.77%
-$4,967.16 
ILDR First Trust Innovation Leaders ETF
-1.75%
-$50,611.85 
VUG Vanguard Growth ETF
-1.75%
-$225,159.3 
QQQM Invesco NASDAQ 100 ETF
-1.74%
-$69,624.18 
IWF iShares Russell 1000 Growth ETF
-1.73%
-$14,280 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$189,630.27 
XLK State Street Technology Select Sector SPDR ETF
-1.71%
-$68,327.04 
ROK Rockwell Automation, Inc.
-1.71%
-$9,060.66 
DDOG Datadog, Inc. Class A Common Stock
-1.7%
-$12,274.62 
MA Mastercard Incorporated
-1.68%
-$63,797.25 
VONG Vanguard Russell 1000 Growth Fund
-1.67%
-$72,675.2 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$8,000.38 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$8,110.21 
DFII FT Vest Bitcoin Strategy & Target Income ETF
-1.6%
-$2,771.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.59%
-$6,905.24 
DX Dynex Capital Inc.
-1.59%
-$6,207.05 
EW Edwards Lifesciences Corporation
-1.57%
-$28,960.68 
VOOG Vanguard S&P 500 Growth ETF
-1.57%
-$5,019.21 
AVGO Broadcom Inc.
-1.54%
-$29,715.5 
MSTR Strategy Inc.
-1.53%
-$3,677.76 
AVDV Avantis International Small Cap Value ETF
-1.53%
-$22,369.1 
VGT Vanguard Information Technology ETF
-1.52%
-$4,662.66 
RELX Relx PLC Sponsored ADR
-1.51%
-$16,795.69 
BR Broadridge Financial Solutions, Inc.
-1.51%
-$4,462.92 
IUSG iShares Core S&P U.S. Growth ETF
-1.51%
-$8,595.18 
ICE Intercontinental Exchange, Inc.
-1.47%
-$3,814.25 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.47%
-$177,133.2 
HQY HealthEquity Inc.
-1.46%
-$42,151.68 
AXP American Express Company
-1.39%
-$3,534.57 
NLR VanEck Uranium and Nuclear ETF
-1.34%
-$3,370.96 
ABNB Airbnb, Inc.
-1.33%
-$26,675.77 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$17,313.22 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.24%
-$44,160.56 
XLG Invesco S&P 500 Top 50 ETF
-1.21%
-$7,095.38 
CME CME Group Inc.
-1.2%
-$2,613.68 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-1.2%
-$3,445.9 
WRBY Warby Parker Inc.
-1.16%
-$36,025.92 
MTUM iShares MSCI USA Momentum Factor ETF
-1.13%
-$19,181.04 
GWX SPDR S&P International Small Cap ETF
-1.13%
-$5,142.55 
SLB Schlumberger Limited
-1.13%
-$2,405.14 
CRM Salesforce Inc
-1.12%
-$6,326.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$3,232.68 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.1%
-$5,326.68 
EFG iShares MSCI EAFE Growth ETF
-1.09%
-$3,652.44 
SAIL SailPoint, Inc.
-1.07%
-$21,432.75 
ALGN Align Technology, Inc.
-1.06%
-$17,922.7 
IDMO Invesco S&P International Developed Momentum ETF
-1.05%
-$3,492.5 
SPMO Invesco S&P 500 Momentum ETF
-1.04%
-$3,015.47 
SFLO VS Small Cap Free Cash Flow ETF
-1.01%
-$3,662.38 
MGC Vanguard Mega Cap ETF
-1%
-$6,082.78 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.97%
-$16,654.26 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.96%
-$4,548.99 
TW Tradeweb Markets Inc.
-0.96%
-$18,682.2 
APH Amphenol Corporation
-0.95%
-$32,381.4 
BUFQ FT Nasdaq Buffer ETF July.
-0.94%
-$21,293.37 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.94%
-$6,473.69 
VBK Vanguard Small-Cap Growth ETF
-0.93%
-$6,885.37 
SCHB Schwab U.S. Broad Market ETF
-0.9%
-$46,422.3 
IVV iShares Core S&P 500 ETF
-0.89%
-$16,433.03 
XMMO Invesco S&P MidCap Momentum ETF
-0.89%
-$7,837.2 
IWV ISHARES RUSSELL 3000 ETF
-0.88%
-$5,602.4 
BUL Pacer US Cash Cows Growth ETF
-0.88%
-$8,018.9 
VOO Vanguard S&P 500 ETF
-0.87%
-$38,419.86 
IWP iShares Russell Mid-Cap Growth ETF
-0.87%
-$1,919.84 
IWB iShares Russell 1000 ETF
-0.86%
-$29,969.02 
PAYX Paychex Inc.
-0.86%
-$3,490.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$48,424.92 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$38,809.65 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.86%
-$11,774.88 
VOT Vanguard Mid-Cap Growth ETF
-0.84%
-$20,310.81 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.83%
-$46,530.24 
UTG Reaves Utility Income Fund
-0.83%
-$5,297.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$8,136.25 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$2,729.45 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.81%
-$17,917.2 
SCHF Schwab International Equity ETF
-0.79%
-$1,928.98 
PDI Pimco Dynamic Income Fund
-0.79%
-$3,303.3 
PTLC Pacer Trendpilot US Large Cap ETF
-0.79%
-$2,893.86 
ISPY ProShares S&P High Income ETF
-0.78%
-$25,561.12 
RH RH
-0.78%
-$13,327.02 
INTU Intuit Inc.
-0.78%
-$2,236.34 
ITW Illinois Tool Works Inc.
-0.78%
-$2,603.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$17,312.6 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$8,030.1 
PMT Pennymac Mortgage Investment Trust
-0.74%
-$3,257.25 
MOAT VanEck Morningstar Wide Moat Fund
-0.7%
-$4,702.14 
FAST Fastenal Co.
-0.7%
-$3,032.9 
TFSL TFS Financial Corp.
-0.68%
-$4,839.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.66%
-$9,511.87 
EBAY eBay Inc.
-0.65%
-$2,665.1 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.64%
-$2,549.32 
ROP Roper Technologies Inc.
-0.64%
-$2,169.23 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$13,597.42 
RDVI FT Vest Rising Dividend Achievers Fund
-0.63%
-$15,107.84 
EZU iShares MSCI Eurozone ETF
-0.63%
-$1,414.7 
SVOL Simplify Volatility Premium ETF
-0.62%
-$2,558.7 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$6,742.4 
FMAY FT Vest U.S. Equity Buffer ETF
-0.61%
-$2,220.07 
AVUV Avantis U.S. Small Cap Value ETF
-0.61%
-$40,219.41 
DSL DoubleLine Income Solutions Fund
-0.61%
-$3,201.57 
THO Thor Industries Inc.
-0.61%
-$1,296.73 
AFLG First Trust Active Factor Large Cap ETF
-0.61%
-$28,291.93 
IWM iShares Russell 2000 ETF
-0.6%
-$2,591.68 
FCX Freeport-McMoRan Inc.
-0.6%
-$5,485.55 
HIPS GraniteShares HIPS US High Income ETF
-0.6%
-$3,167.36 
WTPI WisdomTree Equity Premium Income Fund
-0.59%
-$3,023.28 
JQUA JPMorgan U.S. Quality Factor ETF
-0.58%
-$42,178.11 
KEYS Keysight Technologies, Inc.
-0.57%
-$7,582.8 
MLI Mueller Industries Inc.
-0.57%
-$1,791.58 
OAKM Oakmark U.S. Large Cap ETF
-0.56%
-$16,184.19 
GDX VanEck Gold Miners ETF
-0.55%
-$1,886.61 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$3,758.8 
RTO Rentokil Initial plc Sponsored ADR
-0.53%
-$11,794.72 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$4,054.05 
TPR Tapestry Inc.
-0.52%
-$2,157.75 
VRSK Verisk Analytics Inc.
-0.49%
-$1,778.53 
CWB SPDR Bloomberg Convertible Securities ETF
-0.48%
-$3,661.77 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.48%
-$2,237.2 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.47%
-$6,203.52 
AMZN Amazon.com Inc
-0.46%
-$55,236.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.46%
-$16,195 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.45%
-$2,187.13 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.45%
-$1,877.96 
FAPR FT Vest U.S. Equity Buffer ETF
-0.44%
-$2,650.67 
IEUR iShares Core MSCI Europe ETF
-0.44%
-$1,138.83 
BUFR FT Vestladder Buffer ETF-USD I
-0.43%
-$26,747.59 
DELL Dell Technologies Inc.
-0.43%
-$3,842.69 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.41%
-$4,854.1 
AROC Archrock Inc.
-0.39%
-$2,634.65 
IQLT iShares MSCI International Quality Factor ETF
-0.39%
-$3,464.17 
HSY The Hershey Company
-0.39%
-$1,073.72 
FFEB FT Vest US Equity Buffer ETF
-0.39%
-$3,242.6 
XLF Financial Select Sector SPDR Fund
-0.38%
-$8,522.6 
PEP PepsiCo, Inc.
-0.37%
-$1,810.74 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$4,977 
ENTG Entegris, Inc.
-0.36%
-$4,654.02 
NEM Newmont Corporation
-0.35%
-$951.68 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$2,087.34 
ICAP InfraCap Equity Income Fund ETF
-0.31%
-$1,276.65 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$400.71 
BALL Ball Corp.
-0.3%
-$3,446.79 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.3%
-$6,768.18 
HD The Home Depot, Inc.
-0.29%
-$725.22 
PRF Invesco FTSE RAFI US 1000 ETF
-0.28%
-$1,637.73 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.28%
-$811.44 
MSD Morgan Stanley Emerging Markets Debt Fund
-0.27%
-$237 
IIM Invesco Value Municipal Income Trust
-0.27%
-$425.6 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.27%
-$1,001.25 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.26%
-$1,606.68 
WBIF WBI BullBear Value 3000 ETF
-0.25%
-$40,099.32 
AWF AllianceBernstein Global High Income Fund Inc.
-0.25%
-$1,414.25 
WBIL WBI BullBear Quality 3000 ETF
-0.24%
-$43,999.72 
MU Micron Technology, Inc.
-0.23%
-$5,667.69 
VFLO VictoryShares Free Cash Flow ETF
-0.23%
-$14,957.8 
MCD McDonald's Corporation
-0.23%
-$1,160.42 
FFUT Fidelity Managed Futures ETF
-0.22%
-$570.53 
VO Vanguard Mid-Cap ETF
-0.22%
-$978.6 
CAT Caterpillar Inc.
-0.21%
-$1,305.99 
YUMC Yum China Holdings Inc.
-0.21%
-$669.85 
DBL DoubleLine Opportunistic Credit Fund
-0.21%
-$364.68 
NAD Nuveen Quality Municipal Income Fund
-0.21%
-$364.82 
GVLU Gotham 1000 Value ETF
-0.19%
-$603.49 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$839.58 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$1,687.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.16%
-$928.11 
ARCC Ares Capital Corporation
-0.15%
-$547.23 
PFF iShares Preferred and Income Securities ETF
-0.15%
-$444.82 
DLY DoubleLine Yield Opportunities Fund
-0.14%
-$2,716.66 
ENDW Cambria Endowment Style ETF
-0.14%
-$523.36 
FDX FedEx Corporation
-0.14%
-$318.56 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.13%
-$1,614.68 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.12%
-$170.4 
CLH Clean Harbors Inc.
-0.12%
-$2,468.88 
BRO Brown & Brown Inc.
-0.12%
-$2,133.6 
PDO PIMCO Dynamic Income Opportunities Fund
-0.11%
-$561.42 
AVMV Avantis U.S. Mid Cap Value ETF
-0.09%
-$5,589.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$798.43 
MUB iShares National Muni Bond ETF
-0.07%
-$1,360.03 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.07%
-$228.6 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.06%
-$1,116.54 
SNDK SanDisk Corporation
-0.06%
-$1,043.48 
COWZ Pacer US Cash Cows 100 ETF
-0.05%
-$234.93 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.04%
-$1,962.04 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$117.16 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$164.84 
XMPT VanEck CEF Municipal Income ETF
-0.04%
-$137.44 
CAOS Alpha Architect Tail Risk ETF
-0.02%
-$1,525.2 
JBBB Janus Henderson B-BBB CLO ETF
-0.01%
-$228.25 
WBIG WBI BullBear Yield 3000 ETF
-0.01%
-$1,461.21 Events
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Dividends
Dividend Analysis
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| Trades 1958 | Longs Won 1149/1958 58% | Profit Factor 5.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,859.67 |
| Average Win $115,685.63 | Best Trade (Jul 10) $7.27M | Sharpe Ratio -10.58 |
| Average Loss -$31,108.13 | Worst Trade (Mar 31) -$988,674.91 | Z-Score 6.11 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $55,033.87 |
| 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% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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Returns
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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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