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:
31.54%
Gain -2.07%
Monthly
1.28%
Yearly
16.53%
Drawdown
15.35%
$901.87M
Equity
Holdings
$901.87M
Investment
$816.69M
$110.14M
Profit -$10.81M
Realized
$24.96M
Unrealized
$85.18M
Dividends
$17.36M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.07%
Profit
-$10.81M
Win %
58%
This Week
Compared To Last Week
Gain
-2.49%
Profit
-$23.06M
Win %
58%
This Month
Compared to last month
Gain
-1.46%
Profit
-$13.31M
Win %
58%
This Year
Compared to last year
Gain
-1.85%
Profit
-$16.79M
Win %
59%
FANG Diamondback Energy Inc
+3.33%
+$10,405.92 
BP BP p.l.c. Sponsored ADR
+3.16%
+$11,947.77 
KMI Kinder Morgan, Inc.
+3.08%
+$8,633.48 
DKS Dick's Sporting Goods, Inc.
+3%
+$4,161.62 
COP ConocoPhillips
+3%
+$13,782.75 
RTX RTX Corporation
+2.83%
+$10,933.9 
LMT Lockheed Martin Corporation
+2.67%
+$22,778.63 
SHEL Shell plc
+2.4%
+$7,239.12 
SLB Schlumberger Limited
+2.27%
+$7,843 
MSI Motorola Solutions, Inc.
+2.26%
+$8,068.81 
CVX Chevron Corporation
+2.06%
+$45,384.13 
PEP PepsiCo, Inc.
+1.99%
+$5,537.28 
IXC iShares Global Energy ETF
+1.99%
+$6,396.46 
XLE Energy Select Sector SPDR Fund
+1.98%
+$124,157.88 
PM Philip Morris International Inc.
+1.98%
+$6,545.52 
VDE Vanguard Energy ETF
+1.88%
+$10,832.96 
MLPX Global X MLP & Energy Infrastructure ETF
+1.85%
+$4,431.24 
F Ford Motor Company
+1.83%
+$4,916.93 
AEP American Electric Power Company, Inc.
+1.82%
+$8,199.28 
GD General Dynamics Corporation
+1.74%
+$6,639.57 
XOM Exxon Mobil Corporation
+1.68%
+$45,673 
SO The Southern Company
+1.65%
+$6,372 
ROK Rockwell Automation, Inc.
+1.54%
+$7,871.5 
CBOE Cboe Global Markets Inc.
+1.46%
+$4,743 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.45%
+$19,536 
DNP DNP Select Income Fund Inc.
+1.42%
+$3,731.7 
AMT American Tower Corporation
+1.4%
+$3,629.66 
DFJ WisdomTree Japan SmallCap Dividend Fund
+1.4%
+$17,203.8 
KO The Coca-Cola Company
+1.29%
+$9,868.68 
NEM Newmont Corporation
+1.25%
+$4,171.65 
COST Costco Wholesale Corporation
+1.25%
+$20,721.36 
GE General Electric Company
+1.21%
+$3,792.57 
D Dominion Energy, Inc.
+1.16%
+$8,389.89 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.16%
+$21,686.47 
AMZA InfraCap MLP ETF
+1.16%
+$6,409.7 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.15%
+$19,856.52 
AWK American Water Works Company, Inc.
+1.14%
+$3,353.73 
HDV iShares Core High Dividend ETF
+1.13%
+$5,203.22 
NUE Nucor Corporation
+1.12%
+$7,460.14 
MRK Merck & Co., Inc.
+1.06%
+$2,623.33 
XLU Utilities Select Sector SPDR Fund
+1.06%
+$29,278.04 
RELX Relx PLC Sponsored ADR
+1.04%
+$16,330 
WBIY WBI Power Factor High Dividend ETF
+1.01%
+$141,378.84 
TPL Texas Pacific Land Corporation
+0.98%
+$1,554.91 
SHLD Global X Defense Tech ETF
+0.96%
+$21,139.84 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$26,634.15 
NEE NextEra Energy, Inc.
+0.91%
+$7,707.6 
ETR Entergy Corporation
+0.9%
+$2,089.62 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.89%
+$1,583.82 
YUMC Yum China Holdings Inc.
+0.87%
+$6,042.27 
VZ Verizon Communications Inc.
+0.87%
+$3,200.89 
LIN Linde plc
+0.86%
+$23,529.03 
HIG The Hartford Insurance Group, Inc.
+0.85%
+$3,274.74 
ROST Ross Stores, Inc.
+0.85%
+$2,977.04 
HD The Home Depot, Inc.
+0.84%
+$2,048.69 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.83%
+$11,298.62 
SIGI Selective Insurance Group Inc.
+0.82%
+$1,938.24 
RTO Rentokil Initial plc Sponsored ADR
+0.82%
+$12,929.18 
PCT PureCycle Technologies, Inc.
+0.78%
+$15,069.5 
COF Capital One Financial Corporation
+0.78%
+$2,646.59 
HWM Howmet Aerospace Inc.
+0.76%
+$4,370.78 
CME CME Group Inc.
+0.75%
+$3,083.58 
AMLP Alerian MLP ETF
+0.74%
+$4,841.37 
GNR SPDR S&P Global Natural Resources ETF
+0.72%
+$2,058.65 
XLP Consumer Staples Select Sector SPDR Fund
+0.71%
+$9,744.54 
TAIL Cambria Tail Risk ETF
+0.71%
+$1,252.3 
PG Procter & Gamble Co
+0.7%
+$3,051.4 
GM General Motors Company
+0.69%
+$1,581.08 
WMT Walmart Inc.
+0.69%
+$8,612.92 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$1,658.16 
JNJ Johnson & Johnson
+0.67%
+$3,072.42 
JPM JPMorgan Chase & Co.
+0.66%
+$10,096.65 
RTH VanEck Retail ETF
+0.65%
+$1,559.84 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.65%
+$1,465.75 
IIM Invesco Value Municipal Income Trust
+0.65%
+$851.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$26,756.35 
XMPT VanEck CEF Municipal Income ETF
+0.61%
+$2,071.44 
AFL Aflac Inc.
+0.61%
+$1,507.28 
TW Tradeweb Markets Inc.
+0.6%
+$11,965.53 
DHS WisdomTree U.S. High Dividend Fund
+0.6%
+$4,667.16 
MKL Markel Group Inc.
+0.59%
+$3,029.24 
GOLF Acushnet Holdings Corp.
+0.58%
+$957.9 
HEI Heico Corporation
+0.58%
+$5,637.23 
SPLV Invesco S&P 500 Low Volatility ETF
+0.56%
+$1,367.42 
MRSH Marsh & McLennan Companies, Inc.
+0.56%
+$1,599.17 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$769.17 
IAK iShares U.S. Insurance ETF
+0.51%
+$2,089.26 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$4,799.31 
DVY iShares Select Dividend ETF
+0.49%
+$3,640.56 
ABBV AbbVie Inc.
+0.48%
+$3,460.62 
BRO Brown & Brown Inc.
+0.46%
+$7,856.95 
NAD Nuveen Quality Municipal Income Fund
+0.44%
+$774.9 
KNSL Kinsale Capital Group Inc.
+0.43%
+$7,446.2 
LLY Eli Lilly and Company
+0.43%
+$2,184.28 
TPR Tapestry Inc.
+0.43%
+$2,768.28 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.42%
+$1,592.73 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.42%
+$599.53 
VLO Valero Energy Corporation
+0.4%
+$3,262.74 
MUSA Murphy USA Inc.
+0.39%
+$1,181.29 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.39%
+$2,482.6 
FAST Fastenal Co.
+0.38%
+$2,018.37 
XLB Materials Select Sector SPDR Fund
+0.38%
+$7,315.19 
EPR EPR Properties
+0.34%
+$1,815.64 
AAPL Apple Inc.
+0.32%
+$50,006.57 
C Citigroup Inc.
+0.32%
+$915.33 
AVDV Avantis International Small Cap Value ETF
+0.3%
+$4,680.46 
PRI Primerica Inc.
+0.29%
+$851.31 
GEV GE Vernova Inc.
+0.29%
+$1,268.54 
T AT&T Inc.
+0.28%
+$1,414.66 
MTZ MasTec, Inc. Common Stock
+0.27%
+$466.96 
CAOS Alpha Architect Tail Risk ETF
+0.27%
+$22,182.3 
SGU Star Group L.P.
+0.27%
+$1,481.4 
V Visa Inc. Class A
+0.27%
+$2,054.28 
UTG Reaves Utility Income Fund
+0.24%
+$1,453.16 
OPPJ WisdomTree Japan Opportunities Fund
+0.24%
+$3,456.04 
SDY SPDR S&P Dividend ETF
+0.22%
+$1,538.7 
MPRO Monarch ProCap Index ETF
+0.2%
+$415.42 
MPC Marathon Petroleum Corporation
+0.2%
+$1,276.88 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.19%
+$507.08 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$1,499.58 
HIPS GraniteShares HIPS US High Income ETF
+0.19%
+$522.72 
GWX SPDR S&P International Small Cap ETF
+0.18%
+$856.8 
MCK McKesson Corporation
+0.15%
+$1,877.4 
DBL DoubleLine Opportunistic Credit Fund
+0.15%
+$374.8 
TIP iShares TIPS Bond ETF
+0.14%
+$2,076.45 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$382.2 
IIF Morgan Stanley India Investment Fund, Inc.
+0.14%
+$362.88 
NRG NRG Energy, Inc.
+0.14%
+$317.94 
BALL Ball Corp.
+0.14%
+$2,443.07 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$375.48 
PFE Pfizer Inc.
+0.12%
+$407.37 
OHI Omega Healthcare Investors Inc.
+0.11%
+$784.4 
CSRE Cohen & Steers Real Estate Active ETF
+0.11%
+$526.95 
LMBS First Trust Low Duration Opportunities ETF
+0.08%
+$1,958.89 
FOXY Simplify Currency Strategy ETF
+0.07%
+$415.98 
ICE Intercontinental Exchange, Inc.
+0.07%
+$196.02 
CLOZ Panagram BBB-B CLO ETF
+0.06%
+$604.27 
CLOI VanEck CLO ETF
+0.05%
+$3,935.05 
ADP Automatic Data Processing Inc.
+0.04%
+$143.89 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$1,657.5 
MGV Vanguard Mega Cap Value ETF
+0.04%
+$1,179.6 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$253.22 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$814.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$6,274.14 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$248.22 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$77.24 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$741.21 
SHV iShares Short Treasury Bond ETF
+0.03%
+$64.58 
UTWO U.S. Treasury 2-Year Note ETF
+0.03%
+$62.8 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$3,316.17 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$124.12 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.03%
+$278.34 
CLOA iShares AAA CLO ETF
+0.03%
+$378.27 
KEY KeyCorp
+0.03%
+$60.45 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$6,356.16 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$67.39 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$140.06 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$24.34 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$163.82 
AMGN Amgen Inc.
+0.01%
+$21.7 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$58.05 
ICAP InfraCap Equity Income Fund ETF
0%
+$18.36 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
+$20.35 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
TINY ProShares Nanotechnology ETF
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
LTTI FT Vest 20+ Year Treasury & Target Income ETF
0%
$0 
LQTI FT Vest Investment Grade & Target Income ETF
0%
$0 
NXUS Nuveen International Aggregate Bond ETF
0%
$0 BAM
BAM
0%
$0 FAX
FAX
0%
$0 FSSL
FSSL
0%
$0 VGHY
VGHY
0%
$0 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
0%
$0 MVFG
MVFG
0%
$0 CNAV
CNAV
0%
$0 G200
G2004J103
0%
$0 
NBIS Nebius Group N.V.
-10.94%
-$16,051.3 
CIFR Cipher Mining Inc.
-10.56%
-$510,318.98 
APLD Applied Digital Corporation
-10.15%
-$11,267.01 
IREN IREN Limited
-10.1%
-$854,516.08 
MSTR Strategy Inc.
-9.86%
-$60,366.28 
CLSK CleanSpark, Inc.
-9.46%
-$183,236.6 
TE T1 Energy Inc.
-9.04%
-$13,460.41 
WGMI Valkyrie Bitcoin Miners ETF
-8.9%
-$250,419.78 
FTNT Fortinet Inc.
-8.24%
-$162,695.75 
PANW Palo Alto Networks, Inc.
-8.14%
-$376,336.48 
DDOG Datadog, Inc. Class A Common Stock
-7.98%
-$61,383.6 
CRWD CrowdStrike Holdings, Inc.
-7.82%
-$332,917.44 
PLTR Palantir Technologies Inc.
-7.34%
-$206,440.14 
SAIL SailPoint, Inc.
-6.89%
-$182,692.88 
COHR Coherent Corp.
-6.35%
-$68,598.31 
BUG Global X Cybersecurity ETF
-6.13%
-$15,839.53 
STX Seagate Technology Holdings plc
-5.89%
-$23,594.4 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.42%
-$69,261.51 
SNEX StoneX Group Inc.
-5.39%
-$35,736.72 
SNDK SanDisk Corporation
-5.26%
-$53,515.89 
AXON Axon Enterprise, Inc.
-5.22%
-$15,892.2 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.2%
-$27,023.74 
AMD Advanced Micro Devices, Inc.
-5.04%
-$304,472.96 
ARM Arm Holdings plc American Depositary Receipt
-5.02%
-$73,223.82 
INTC Intel Corporation
-4.91%
-$50,773.32 
DRAM Roundhill Memory ETF
-4.82%
-$28,326.62 
UPWK Upwork Inc.
-4.58%
-$5,784 
ORCL Oracle Corporation
-4.55%
-$32,117.76 
APP AppLovin Corporation Class A Common Stock
-4.51%
-$9,018.02 
COIN Coinbase Global, Inc.
-4.5%
-$15,366.67 
STRL Sterling Infrastructure, Inc.
-4.49%
-$6,629.93 
FN Fabrinet
-4.48%
-$7,464.92 
ARKK ARK Innovation ETF Fund
-4.47%
-$17,445.65 
CLBT Cellebrite DI Ltd.
-4.44%
-$51,857.94 
MU Micron Technology, Inc.
-4.31%
-$105,406.08 
MRVL Marvell Technology, Inc.
-4.1%
-$87,956.74 
ANET Arista Networks, Inc.
-4.03%
-$10,659.69 
SHOP Shopify Inc.
-3.86%
-$12,890.62 
DELL Dell Technologies Inc.
-3.82%
-$111,781.08 
LRCX Lam Research Corporation
-3.81%
-$33,930.68 
ENTG Entegris, Inc.
-3.79%
-$64,082.85 
META Meta Platforms Inc Class A
-3.77%
-$232,171.23 
GLW Corning Incorporated
-3.74%
-$9,082.12 
XBI SPDR S&P Biotech ETF
-3.73%
-$12,024.09 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.71%
-$253,033.66 
AVGO Broadcom Inc.
-3.67%
-$55,326.08 
BLOK Amplify Transformational Data Sharing ETF
-3.64%
-$46,127.88 
FVRR Fiverr International Ltd.
-3.56%
-$3,222.76 
IBKR Interactive Brokers Group Inc.
-3.56%
-$35,073.71 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.52%
-$17,999.12 
FSK FS KKR Capital Corp.
-3.5%
-$4,794.75 
AMAT Applied Materials, Inc.
-3.45%
-$4,849.41 
CRM Salesforce Inc
-3.16%
-$22,705.8 
AIQ Global X Artificial Intelligence & Technology ETF
-3.14%
-$36,790.33 
AAON Aaon Inc.
-3.13%
-$50,747.4 
KLAC KLA Corporation
-3.13%
-$7,644.01 
SNX TD Synnex Corporation
-3.11%
-$7,945.86 
QTUM Defiance Quantum ETF
-3.1%
-$37,325.2 
QXO Qxo Inc.
-3.09%
-$45,414.07 
NFLX Netflix, Inc.
-3.07%
-$57,212.88 
TSLA Tesla, Inc.
-3.07%
-$183,279.84 
SMHX VanEck Vectors Semiconductor ETF
-2.99%
-$11,457 
STVN Stevanato Group S.p.A.
-2.88%
-$37,606.8 
SOLZ Solana ETF
-2.85%
-$3,720.6 
EBAY eBay Inc.
-2.83%
-$14,811.25 
TER Teradyne, Inc.
-2.76%
-$8,987.02 
XLK State Street Technology Select Sector SPDR ETF
-2.73%
-$131,915.4 
IYW iShares U.S. Technology ETF
-2.69%
-$20,315.56 
MSFT Microsoft Corp.
-2.68%
-$210,452.32 
VGT Vanguard Information Technology ETF
-2.65%
-$9,062.28 
IXN iShares Global Tech ETF
-2.64%
-$44,483.98 
RKT Rocket Companies, Inc. Class A
-2.62%
-$3,692.28 
IWP iShares Russell Mid-Cap Growth ETF
-2.56%
-$5,470.08 
VBK Vanguard Small-Cap Growth ETF
-2.54%
-$18,079.44 
IWO iShares Russell 2000 Growth ETF
-2.47%
-$4,656.22 
ILDR First Trust Innovation Leaders ETF
-2.45%
-$68,872.87 
SMH VanEck Semiconductor ETF
-2.44%
-$42,031.41 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-2.42%
-$8,902.76 
ETHA iShares Ethereum Trust
-2.39%
-$23,323.15 
SCHW Charles Schwab Corporation
-2.37%
-$11,876.79 
SF Stifel Financial Corp.
-2.36%
-$5,033.34 
MTUM iShares MSCI USA Momentum Factor ETF
-2.34%
-$35,660.11 
EQIX Equinix, Inc.
-2.29%
-$10,072.44 
QQQM Invesco NASDAQ 100 ETF
-2.27%
-$83,674.58 
GOOGL Alphabet Inc
-2.27%
-$71,488.86 
QQQ Invesco QQQ Trust, Series 1
-2.27%
-$231,519.6 
UFPT UFP Technologies Inc.
-2.23%
-$52,304.62 
ETHE Grayscale Ethereum Trust ETF
-2.19%
-$10,541.95 
CGGR Capital Group Growth ETF
-2.19%
-$4,688.91 
MGK Vanguard Mega Cap Growth ETF
-2.18%
-$111,890.67 
URA Global X Uranium ETF
-2.16%
-$6,214.26 
GOOG Alphabet Inc
-2.15%
-$310,659.74 
SPCX Space Exploration Technologies Corp. Class A
-2.14%
-$10,099.68 
IQQQ ProShares Nasdaq-100 High Income ETF
-2.12%
-$39,477.41 
MAGS Roundhill Magnificent Seven Fund
-2.12%
-$28,930.44 
DX Dynex Capital Inc.
-2.11%
-$6,595.27 
CSCO Cisco Systems, Inc.
-2.08%
-$38,984.96 
ETN Eaton Corporation plc
-2.08%
-$7,381.89 
TXRH Texas Roadhouse Inc.
-2.07%
-$4,368.36 
IWF iShares Russell 1000 Growth ETF
-2.06%
-$12,170.24 
VOT Vanguard Mid-Cap Growth ETF
-2.05%
-$45,277.05 
VONG Vanguard Russell 1000 Growth Fund
-2.03%
-$78,395.2 
CDNS Cadence Design Systems, Inc.
-2.01%
-$53,159.18 
CMG Chipotle Mexican Grill, Inc.
-2.01%
-$5,434.14 
VUG Vanguard Growth ETF
-2%
-$281,361.8 
DE Deere & Company
-2%
-$5,217.01 
MBCE Monarch Blue Chips Elite Index ETF
-1.98%
-$5,056.43 
XLC Communication Services Select Sector SPDR Fund
-1.97%
-$48,911.63 
AMZN Amazon.com Inc
-1.97%
-$283,876.62 
VXF Vanguard Extended Market ETF
-1.95%
-$9,985.5 
CWB SPDR Bloomberg Convertible Securities ETF
-1.94%
-$14,419.57 
SPMO Invesco S&P 500 Momentum ETF
-1.94%
-$4,338.45 
MELI MercadoLibre, Inc.
-1.93%
-$25,489.59 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.92%
-$222,505.68 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.91%
-$8,152.5 
EW Edwards Lifesciences Corporation
-1.9%
-$37,887.24 
VOOG Vanguard S&P 500 Growth ETF
-1.86%
-$6,191.01 
BITB Bitwise Bitcoin ETF
-1.86%
-$6,612.61 
UBER Uber Technologies, Inc.
-1.84%
-$20,571.86 
IBIT iShares Bitcoin Trust
-1.82%
-$11,616.95 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.82%
-$3,565.77 
IUSG iShares Core S&P U.S. Growth ETF
-1.82%
-$10,267.84 
GBTC Grayscale Bitcoin Trust ETF
-1.81%
-$14,484.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.81%
-$10,562.76 
KEYS Keysight Technologies, Inc.
-1.81%
-$4,183.85 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.8%
-$9,406.53 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.79%
-$3,652.11 
PMT Pennymac Mortgage Investment Trust
-1.77%
-$5,946.37 
HODL VanEck Bitcoin ETF
-1.74%
-$4,346.86 
EEM iShares MSCI Emerging Markets ETF
-1.72%
-$6,330.5 
IWM iShares Russell 2000 ETF
-1.71%
-$21,751.6 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$37,323.57 
PINK Simplify Health Care ETF
-1.65%
-$7,627.52 
WBIL WBI BullBear Quality 3000 ETF
-1.63%
-$286,910.75 
QCOM QUALCOMM Incorporated
-1.61%
-$7,673.6 
UFO Procure Space ETF
-1.57%
-$2,518.1 
UNH UnitedHealth Group Incorporated
-1.57%
-$8,338.33 
APH Amphenol Corporation
-1.56%
-$141,729 
SVOL Simplify Volatility Premium ETF
-1.56%
-$8,841.04 
WRBY Warby Parker Inc.
-1.52%
-$50,746.5 
RL Ralph Lauren Corporation
-1.52%
-$3,099.2 
JQUA JPMorgan U.S. Quality Factor ETF
-1.48%
-$119,991.2 
VB Vanguard Small-Cap ETF
-1.44%
-$45,015.05 
FXH First Trust Health Care AlphaDEX Fund
-1.44%
-$13,363.11 
BKNG Booking Holdings Inc.
-1.43%
-$15,829.23 
XMMO Invesco S&P MidCap Momentum ETF
-1.42%
-$8,978.9 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.39%
-$37,168.6 
SPEM SPDR Portfolio Emerging Markets ETF
-1.37%
-$24,028.16 
BUFQ FT Nasdaq Buffer ETF July.
-1.37%
-$35,855.71 
FSCO FS Credit Opportunities Corp.
-1.36%
-$5,062.47 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.35%
-$13,582.26 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$3,397 
XLG Invesco S&P 500 Top 50 ETF
-1.34%
-$9,290.43 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.33%
-$13,804.58 
CLH Clean Harbors Inc.
-1.33%
-$29,990.92 
PDO PIMCO Dynamic Income Opportunities Fund
-1.3%
-$6,436.53 
IBM International Business Machines Corporation
-1.28%
-$3,024 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$11,490.71 
MGC Vanguard Mega Cap ETF
-1.25%
-$7,561.44 
SCHB Schwab U.S. Broad Market ETF
-1.25%
-$96,732.43 
SGI Somnigroup International Inc.
-1.24%
-$3,482.4 
SFL SFL Corporation Ltd.
-1.23%
-$1,832.41 
ISPY ProShares S&P High Income ETF
-1.22%
-$57,904.96 
ABNB Airbnb, Inc.
-1.22%
-$28,870.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.22%
-$26,126.63 
BABA Alibaba Group Holding Limited SP ADR
-1.21%
-$36,297.92 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.2%
-$11,807.28 
SHW The Sherwin-Williams Company
-1.2%
-$3,742.21 
SFLO VS Small Cap Free Cash Flow ETF
-1.2%
-$4,301.91 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.19%
-$21,826.35 
IWV ISHARES RUSSELL 3000 ETF
-1.17%
-$4,812.8 
PTLC Pacer Trendpilot US Large Cap ETF
-1.15%
-$4,363.9 
SCHX Schwab U.S. Large-Cap ETF
-1.15%
-$3,789.1 
IWB iShares Russell 1000 ETF
-1.15%
-$61,580.45 
SPY SPDR S&P 500 ETF Trust
-1.15%
-$218,990.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.15%
-$68,238.45 
VOO Vanguard S&P 500 ETF
-1.15%
-$58,497.39 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.15%
-$22,194.81 
IVV iShares Core S&P 500 ETF
-1.14%
-$24,656.1 
CGUS Capital Group Core Equity ETF
-1.13%
-$3,999.42 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.12%
-$61,499.29 
ALGN Align Technology, Inc.
-1.1%
-$16,215.98 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.1%
-$10,555.74 
EXPE Expedia Group, Inc.
-1.08%
-$4,499.84 
BUL Pacer US Cash Cows Growth ETF
-1.07%
-$11,222.41 
IJR iShares Core S&P Small-Cap ETF
-1.07%
-$2,444.61 
IJH iShares Core S&P Mid-Cap ETF
-1.07%
-$6,331.26 
ACYQ FT Vest Autocallable Barrier & High Income ETF
-1.06%
-$2,887.94 
VMI Valmont Industries, Inc.
-1.05%
-$2,550.11 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.05%
-$18,029.69 
WBIF WBI BullBear Value 3000 ETF
-1.04%
-$159,081.14 
AFLG First Trust Active Factor Large Cap ETF
-1.02%
-$54,128.66 
VT Vanguard Total World Stock ETF
-1.01%
-$7,656 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.01%
-$7,400.73 
PFFD Global X U.S. Preferred ETF
-1%
-$4,563.3 
COPX Global X Copper Miners ETF
-0.98%
-$3,180 
ULBI Ultralife Corporation
-0.98%
-$2,562.48 
PFF iShares Preferred and Income Securities ETF
-0.98%
-$4,227.98 
NVDA NVIDIA Corporation
-0.97%
-$170,801.05 
PFIX Simplify Interest Rate Hedge ETF
-0.97%
-$9,684.91 
WTPI WisdomTree Equity Premium Income Fund
-0.96%
-$4,510.08 
SPHQ Invesco S&P 500 Quality ETF
-0.95%
-$4,912.65 
VCTR Victory Capital Holdings, Inc. Class A
-0.95%
-$3,318.64 
ARCC Ares Capital Corporation
-0.95%
-$2,473.02 
J Jacobs Solutions Inc.
-0.94%
-$3,016.34 
SUNB Sunbelt Rentals Holdings, Inc.
-0.94%
-$22,550.4 
NLY Annaly Capital Management, Inc.
-0.92%
-$2,510.73 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.91%
-$11,538.95 
VO Vanguard Mid-Cap ETF
-0.84%
-$4,035.12 
XHB SPDR S&P Homebuilders ETF
-0.84%
-$2,621.08 
MOAT VanEck Morningstar Wide Moat Fund
-0.81%
-$4,429.07 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.81%
-$4,358.5 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.81%
-$6,245.52 
PDI Pimco Dynamic Income Fund
-0.8%
-$5,273.21 
BMEZ BlackRock Health Sciences Trust II
-0.76%
-$5,881.12 
FMAY FT Vest U.S. Equity Buffer ETF
-0.75%
-$2,799.22 
WBIG WBI BullBear Yield 3000 ETF
-0.72%
-$119,469.18 
EWJ iShares MSCI Japan ETF
-0.7%
-$9,309.65 
FAPR FT Vest U.S. Equity Buffer ETF
-0.7%
-$2,825.71 
ROP Roper Technologies Inc.
-0.69%
-$2,608.33 
CGBL Capital Group Core Balanced ETF
-0.69%
-$2,664.75 
PAYX Paychex Inc.
-0.69%
-$4,212.68 
VHT Vanguard Health Care ETF
-0.68%
-$3,272.97 
BUFR FT Vestladder Buffer ETF-USD I
-0.68%
-$50,764.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$87,238.63 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.67%
-$1,725.37 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.66%
-$2,941.96 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.66%
-$23,449.25 
RDVY First Trust Rising Dividend Achievers ETF
-0.65%
-$7,170.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.64%
-$13,605.7 
IXUS iShares Core International Stock ETF
-0.64%
-$1,352.4 
RDVI FT Vest Rising Dividend Achievers Fund
-0.64%
-$14,677.38 
SLV iShares Silver Trust
-0.63%
-$2,596.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.63%
-$3,198.82 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.62%
-$2,130.03 
FFEB FT Vest US Equity Buffer ETF
-0.61%
-$3,660.97 
THMR THOR AdaptiveRisk Dynamic ETF
-0.61%
-$133,019.33 
THQ Abrdn Healthcare Opportunities Fund
-0.61%
-$1,347.83 
FFUT Fidelity Managed Futures ETF
-0.6%
-$3,891.03 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$6,036.56 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.59%
-$16,441.92 
VFLO VictoryShares Free Cash Flow ETF
-0.58%
-$43,652.24 
EFG iShares MSCI EAFE Growth ETF
-0.57%
-$3,023.28 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.56%
-$2,541.82 
DSL DoubleLine Income Solutions Fund
-0.56%
-$3,178.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.54%
-$7,479.42 
OAKM Oakmark U.S. Large Cap ETF
-0.54%
-$14,173.33 
CSX CSX Corporation
-0.53%
-$2,424.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.52%
-$5,250.31 
AVMV Avantis U.S. Mid Cap Value ETF
-0.49%
-$32,629.74 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.47%
-$5,727.36 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.46%
-$1,385.86 
EWJV iShares MSCI Japan Value ETF
-0.43%
-$2,742.08 
JNK SPDR Bloomberg High Yield Bond ETF
-0.43%
-$1,171.6 
SCCO Southern Copper Corporation
-0.43%
-$1,576.15 
HQY HealthEquity Inc.
-0.42%
-$11,886.81 
LII Lennox International Inc.
-0.42%
-$2,020.38 
MA Mastercard Incorporated
-0.42%
-$17,394.36 
PIPR Piper Sandler Companies
-0.42%
-$2,301.21 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.41%
-$7,715.59 
VONV Vanguard Russell 1000 Value Index Fund
-0.41%
-$1,198.77 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.41%
-$2,407.29 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.4%
-$4,428.9 
BAC Bank of America Corporation
-0.39%
-$2,449.62 
FTAI FTAI Aviation Ltd.
-0.38%
-$576 
PAVE Global X U.S. Infrastructure Development ETF
-0.38%
-$9,300 
SOLS Sollensys Corp
-0.37%
-$1,314.3 
GLDM SPDR Gold MiniShares Trust
-0.37%
-$790.25 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.37%
-$1,677.48 
BAR GraniteShares Gold Trust
-0.36%
-$13,877.55 
AWF AllianceBernstein Global High Income Fund Inc.
-0.36%
-$2,152.11 
GLD SPDR Gold Shares
-0.36%
-$20,121.64 
FLJH Franklin FTSE Japan Hedged ETF
-0.36%
-$1,119.96 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.36%
-$19,222.18 
IAU iShares Gold Trust
-0.36%
-$5,260.08 
IPAR Inter Parfums, Inc.
-0.36%
-$847.47 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.35%
-$1,085.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$10,816.5 
DHI D.R. Horton, Inc.
-0.35%
-$626.71 
JEPI JPMorgan Equity Premium Income Fund
-0.35%
-$1,121.8 
XLV Health Care Select Sector SPDR Fund
-0.35%
-$8,089.71 
RCL Royal Caribbean Group
-0.34%
-$648.01 
TOL Toll Brothers Inc
-0.34%
-$754.85 
OUNZ VanEck Merk Gold Trust
-0.34%
-$2,295 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.34%
-$2,060.37 
SCHF Schwab International Equity ETF
-0.33%
-$2,331.27 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$21,491.2 
RPM RPM International Inc.
-0.33%
-$806.18 
AXP American Express Company
-0.33%
-$2,523.48 
TEL TE Connectivity plc
-0.32%
-$1,011.85 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.31%
-$1,961.85 
TFSL TFS Financial Corp.
-0.28%
-$1,864.12 
CGCV Capital Group Conservative Equity ETF
-0.27%
-$572.22 
FGDL Franklin Responsibly Sourced Gold ETF
-0.27%
-$7,633.65 
SRLN SPDR Blackstone Senior Loan ETF
-0.26%
-$12,912.9 
ADI Analog Devices, Inc.
-0.25%
-$855.47 
SYLD Cambria Shareholder Yield ETF
-0.24%
-$587.53 
XAR SPDR S&P Aerospace & Defense ETF
-0.24%
-$1,641.91 
ENDW Cambria Endowment Style ETF
-0.23%
-$934.68 
IUSV iShares Core S&P U.S. Value ETF
-0.23%
-$609.76 
CTAS Cintas Corporation
-0.23%
-$951.08 
SCHV Schwab U.S. Large-Cap Value ETF
-0.22%
-$828.75 
BLV Vanguard Long-Term Bond ETF
-0.21%
-$404.73 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.21%
-$1,652.28 
GDX VanEck Gold Miners ETF
-0.21%
-$900.7 
KRE SPDR S&P Regional Banking ETF
-0.19%
-$1,076.49 
XLI Industrial Select Sector SPDR Fund
-0.19%
-$5,555.2 
COWZ Pacer US Cash Cows 100 ETF
-0.18%
-$1,034.54 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.18%
-$8,520.55 
IEFA iShares Core MSCI EAFE ETF
-0.17%
-$1,230.57 
PEBO Peoples Bancorp Inc.
-0.16%
-$723.06 
EDV Vanguard Extended Duration Treasury ETF
-0.15%
-$587.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.15%
-$359.4 
BMY Bristol-Myers Squibb Company
-0.14%
-$621.26 
HYTI FT Vest High Yield & Target Income ETF
-0.14%
-$382.77 
CAT Caterpillar Inc.
-0.13%
-$2,875.32 
ONOF Global X Adaptive U.S. Risk Management ETF
-0.13%
-$3,325.93 
BNDW Vanguard Total World Bond ETF
-0.13%
-$1,263.1 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$571.29 
MUB iShares National Muni Bond ETF
-0.11%
-$2,221.68 
GVLU Gotham 1000 Value ETF
-0.11%
-$549.91 
AME Ametek Inc.
-0.11%
-$235.17 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.11%
-$502.65 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.1%
-$548.32 
ASML ASML Holding N.V. New York Registry Shares
-0.1%
-$177.15 
KRBN KraneShares Global Carbon Strategy ETF
-0.1%
-$229.91 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.1%
-$334.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$288.75 
VNQ Vanguard Real Estate ETF
-0.1%
-$386.76 
XLF Financial Select Sector SPDR Fund
-0.09%
-$2,501.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$810.9 
PTBD Pacer Trendpilot US Bond ETF
-0.08%
-$1,031.34 
TLT iShares 20+ Year Treasury Bond ETF
-0.08%
-$314.4 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$5,083.23 
FTCB First Trust Core Investment Grade ETF
-0.07%
-$144.1 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.07%
-$576.72 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.07%
-$156.9 
AGZ iShares Agency Bond ETF
-0.07%
-$427.05 
FMB First Trust Managed Municipal Fund
-0.06%
-$170.64 
IEUR iShares Core MSCI Europe ETF
-0.06%
-$136.75 
DFAI Dimensional International Core Equity Market ETF
-0.06%
-$1,373.62 
FTNJ Franklin New Jersey Municipal Income ETF
-0.06%
-$51.37 
JPLD JPMorgan Limited Duration ETF
-0.06%
-$145.5 
JBBB Janus Henderson B-BBB CLO ETF
-0.05%
-$1,046.68 
USTB VictoryShares Short-Term Bond ETF
-0.05%
-$603.17 
XLRE The Real Estate Select Sector SPDR Fund
-0.05%
-$461.4 
VOE Vanguard Mid-Cap Value ETF
-0.03%
-$458.06 
VTV Vanguard Value ETF
-0.03%
-$419.43 
IQLT iShares MSCI International Quality Factor ETF
-0.03%
-$290.69 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$278.73 
FLXR TCW Flexible Income ETF
-0.03%
-$1,272.62 
WM Waste Management, Inc.
-0.02%
-$50.75 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.02%
-$1,092.66 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$59.01 
DXJ WisdomTree Japan Hedged Equity Fund
-0.02%
-$232.08 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$290.99 
BINC iShares Flexible Income Active ETF
-0.01%
-$26.5 
AIZ Assurant Inc.
0%
-$5.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2488 | Longs Won 1429/2488 57% | Profit Factor 3.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $256,564.24 |
| Average Win $108,428.19 | Best Trade (Oct 15) $3.15M | Sharpe Ratio -10.26 |
| Average Loss -$42,311.17 | Worst Trade (Oct 15) -$2.41M | Z-Score 3.98 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $44,267.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 20,970 | $1.88M | $1.57M | - | -$306,905.17 | -16.35% | -3.131% |
| AAPL Apple Inc. | 46,089 | $12.07M | $15.81M | - | $3.74M | 30.97% | +0.317% |
| ABBV AbbVie Inc. | 2,526 | $561,921.14 | $719,329.02 | - | $157,407.88 | 28.01% | +0.483% |
| ABNB Airbnb, Inc. | 13,586 | $1.84M | $2.34M | - | $502,471.08 | 27.36% | -1.219% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 257,670 | $5.33M | $5.33M | - | -$3,540.08 | -0.07% | -0.359% |
| ACYQ FT Vest Autocallable Barrier & High Income ETF | 13,127 | $266,347 | $268,315.88 | - | $1,968.88 | 0.74% | -1.065% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 39,522 | $811,782 | $808,620.12 | - | -$3,161.88 | -0.39% | 0.0 |
| ADI Analog Devices, Inc. | 847 | $269,507.42 | $341,290.18 | - | $71,782.76 | 26.63% | -0.25% |
| ADP Automatic Data Processing Inc. | 1,199 | $268,444 | $342,638.23 | - | $74,194.23 | 27.64% | +0.042% |
| AEP American Electric Power Company, Inc. | 3,628 | $496,330 | $459,123.4 | - | -$37,206.6 | -7.5% | +1.818% |
| AFL Aflac Inc. | 2,079 | $243,710 | $246,933.22 | - | $3,223.22 | 1.32% | +0.614% |
| AFLG First Trust Active Factor Large Cap ETF | 117,671 | $4.6M | $5.26M | - | $666,643.43 | 14.51% | -1.018% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 40,387 | $1.03M | $1.01M | - | -$16,607.35 | -1.62% | -0.517% |
| AGZ iShares Agency Bond ETF | 5,694 | $620,503.15 | $607,578.27 | - | -$12,924.88 | -2.08% | -0.07% |
| AIQ Global X Artificial Intelligence & Technology ETF | 18,290 | $1.2M | $1.14M | - | -$64,591.24 | -5.38% | -3.139% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 26,549 | $2.17M | $2.63M | - | $455,118.68 | 20.94% | -1.394% |
| AIZ Assurant Inc. | 1,022 | $274,438 | $288,066.03 | - | $13,628.03 | 4.97% | -0.002% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,231 | $2.04M | $1.21M | - | -$835,242.09 | -40.87% | -5.421% |
| ALGN Align Technology, Inc. | 9,838 | $1.51M | $1.45M | - | -$52,790.83 | -3.51% | -1.104% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 15,405 | $447,482.49 | $446,976.07 | - | -$506.42 | -0.11% | -0.565% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Maridea Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: IREN Limited - $2.98M, Cipher Mining Inc - $2.88M, Advanced Micro Devices, Inc - $2.22M, Micron Technology, Inc - $2.08M, and VanEck Semiconductor ETF - $1.92M. 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: PureCycle Technologies, Inc - $2.14M, Strategy Inc - $1.35M, iShares Bitcoin Trust - $893,779.05, Coinbase Global, Inc - $578,854.64, and AGF U.S. Market Neutral Anti-Beta Fund - $539,228.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Maridea Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.36M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.04M, WBI Power Factor High Dividend ETF - $1.03M, SPDR Bloomberg 1-3 Month T-Bill ETF - $938,912.83, VanEck CLO ETF - $644,106.3, and WBI BullBear Yield 3000 ETF - $494,071.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Maridea Wealth Management LLC's monthly returns?
Maridea Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Maridea Wealth Management LLC's strategy be considered aggressive or moderate?
Maridea Wealth Management 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 Maridea Wealth Management LLC's strategy?
Maridea Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
