BS
Barrett Schultz Portfolio
Invests via Ashton Thomas Securities LLC | Managed by Barrett Schultz
Invests via Ashton Thomas Securities LLC
Managed by Barrett Schultz
Automatically Tracked
Barrett Schultz Profile
Barrett Schultz is a distinguished entrepreneur with a keen focus on technology-driven ventures. With over a decade of experience in building innovative startups, he has successfully launched several companies that address emerging market needs through cutting-edge solutions. His role as founder and CEO enables him to blend vision with execution, resulting in substantial growth and impactful products that resonate within the tech ecosystem. An advocate for fostering new talent, Barrett actively engages with aspiring entrepreneurs, offering mentorship to help them navigate the complexities of business development and capital raising. His dynamic leadership reflects an acute understanding of market trends, positioning him as a pivotal figure in shaping the future of tech entrepreneurship.
Barrett Schultz is a distinguished entrepreneur with a keen focus on technology-driven ventures. With over a decade of experience in building innovative startups, he has successfully launched several companies that address emerging market needs through cutting-edge solutions. His role as founder and CEO enables him to blend vision with execution, resulting in substantial growth and impactful products that resonate within the tech ecosystem. An advocate for fostering new talent, Barrett actively engages with aspiring entrepreneurs, offering mentorship to help them navigate the complexities of business development and capital raising. His dynamic leadership reflects an acute understanding of market trends, positioning him as a pivotal figure in shaping the future of tech entrepreneurship.
Investment Philosophy & Strategy
Focusing on transformative solutions, Barrett Schultz employs a forward-thinking investment strategy rooted in technology and innovation. With an entrepreneurial mindset, he prioritizes identifying disruptive opportunities within emerging markets that promise scalability and significant impact. His extensive experience in founding and leading startups equips him with the insights needed to navigate complex business environments effectively. Passionate about mentoring the next generation of entrepreneurs, he cultivates talent while strategically assessing potential collaborations that enhance operational success. This unique combination of strategic vision and hands-on execution drives sustained growth across his ventures.
Focusing on transformative solutions, Barrett Schultz employs a forward-thinking investment strategy rooted in technology and innovation. With an entrepreneurial mindset, he prioritizes identifying disruptive opportunities within emerging markets that promise scalability and significant impact. His extensive experience in founding and leading startups equips him with the insights needed to navigate complex business environments effectively. Passionate about mentoring the next generation of entrepreneurs, he cultivates talent while strategically assessing potential collaborations that enhance operational success. This unique combination of strategic vision and hands-on execution drives sustained growth across his ventures.
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:
2.8%
Gain -17.53%
Monthly
0.12%
Yearly
1.39%
Drawdown
20.87%
$842.2M
Equity
Holdings
$842.2M
Investment
$737.83M
$114.95M
Profit +$6.11M
Realized
$10.57M
Unrealized
$104.38M
Dividends
$18.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-17.53%
Profit
$6.11M
Win %
68%
This Week
Compared To Last Week
Gain
0.93%
Profit
$7.78M
Win %
68%
This Month
Compared to last month
Gain
-1.35%
Profit
-$11.56M
Win %
68%
This Year
Compared to last year
Gain
9.1%
Profit
$70.2M
Win %
68%
FDS FactSet Research Systems Inc.
+10.96%
+$23,838.91 
NOW ServiceNow, Inc.
+9.85%
+$58,256.1 
MCR MFS Charter Income Trust
+9.76%
+$56,057 
WDAY Workday Inc.
+9.18%
+$23,030.64 
LLY Eli Lilly and Company
+7.13%
+$270,164.57 
APP AppLovin Corporation Class A Common Stock
+6.99%
+$23,860.9 
MDB MongoDB Inc.
+6.77%
+$35,061.51 
TKO Tko Group Holdings Inc.
+5.93%
+$34,778.32 
MSFT Microsoft Corp.
+5.71%
+$797,524.26 
ABVX Abivax SA ADR
+5.55%
+$12,825 
UBER Uber Technologies, Inc.
+5.47%
+$34,416.35 
CRM Salesforce Inc
+5.45%
+$57,030.96 
PLTR Palantir Technologies Inc.
+5.28%
+$27,269.88 
SYK Stryker Corporation
+5.25%
+$18,592 
IBM International Business Machines Corporation
+5.17%
+$43,700.59 
INTU Intuit Inc.
+4.96%
+$6,805.7 
ADBE Adobe Inc.
+4.82%
+$90,152.36 
SHOP Shopify Inc.
+4.69%
+$68,271.96 
PYPL PayPal Holdings Inc
+4.51%
+$10,019.86 
MRSH Marsh & McLennan Companies, Inc.
+4.19%
+$91,317.19 
NFLX Netflix, Inc.
+4.1%
+$103,552.35 
PGR Progressive Corporation
+4.08%
+$41,694.45 
AON Aon plc
+4.03%
+$76,822.14 
JNJ Johnson & Johnson
+3.99%
+$113,927.22 
PANW Palo Alto Networks, Inc.
+3.79%
+$121,132.48 
BUG Global X Cybersecurity ETF
+3.65%
+$125 
CINF Cincinnati Financial Corporation
+3.57%
+$18,389.61 
YUM Yum! Brands, Inc.
+3.49%
+$27,224.82 
ALL Allstate Corporation
+3.46%
+$32,072 
ADSK Autodesk, Inc.
+3.44%
+$25,591.03 
ACGL Arch Capital Group Ltd
+3.4%
+$7,594.86 
CRWD CrowdStrike Holdings, Inc.
+3.31%
+$12,656.16 
SPGI S&P Global Inc.
+3.29%
+$8,775.47 
PAYX Paychex Inc.
+3.29%
+$10,694.34 
GILD Gilead Sciences Inc.
+3.26%
+$8,896.08 
CB Chubb Limited
+3.21%
+$88,252.12 
AAPL Apple Inc.
+3.14%
+$509,584.24 
ORI Old Republic International Corp.
+3.05%
+$7,085.77 
ORLY O'Reilly Automotive Inc.
+3.05%
+$30,149.05 
XLV Health Care Select Sector SPDR Fund
+3.03%
+$37,185.45 
UNH UnitedHealth Group Incorporated
+2.98%
+$66,645.17 
VHT Vanguard Health Care ETF
+2.87%
+$22,285.18 
TRV The Travelers Companies, Inc.
+2.85%
+$8,326.35 
KO The Coca-Cola Company
+2.75%
+$59,621.38 
PFE Pfizer Inc.
+2.62%
+$5,036.26 
MRK Merck & Co., Inc.
+2.56%
+$26,549.91 
MCO Moody's Corporation
+2.54%
+$17,833.68 
OTF Blue Owl Technology Finance Corp.
+2.54%
+$4,199.78 
AMZN Amazon.com Inc
+2.5%
+$279,791.39 
XBI SPDR S&P Biotech ETF
+2.5%
+$71,350.54 
BKNG Booking Holdings Inc.
+2.49%
+$44,982.07 
CDNS Cadence Design Systems, Inc.
+2.46%
+$11,381.33 
FNV Franco-Nevada Corporation
+2.45%
+$64,702.32 
VRTX Vertex Pharmaceuticals Incorporated
+2.32%
+$34,015.71 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$168,804.3 
CMCSA Comcast Corp
+2.12%
+$5,320.32 
MA Mastercard Incorporated
+2.07%
+$13,685.47 
AWK American Water Works Company, Inc.
+2.06%
+$11,577.56 
REGN Regeneron Pharmaceuticals, Inc.
+2.06%
+$16,064.85 
IBB iShares Biotechnology ETF
+2.01%
+$8,475.93 
MCD McDonald's Corporation
+1.97%
+$12,950.82 
MKL Markel Group Inc.
+1.95%
+$57,624.37 
FIS Fidelity National Information Services, Inc.
+1.87%
+$3,880.86 
CNP CenterPoint Energy Inc.
+1.85%
+$9,591.55 
IHI iShares U.S. Medical Devices ETF
+1.75%
+$1,648.24 
O Realty Income Corporation
+1.74%
+$7,829.99 
V Visa Inc. Class A
+1.73%
+$169,970.17 
YUMC Yum China Holdings Inc.
+1.67%
+$3,014.33 
NMRK Newmark Group Inc.
+1.66%
+$21,480.5 
DG Dollar General Corporation
+1.66%
+$3,510 
WELL Welltower Inc.
+1.61%
+$18,720 
AMGN Amgen Inc.
+1.56%
+$6,496.27 
VNQ Vanguard Real Estate ETF
+1.52%
+$6,054.68 
CNC Centene Corporation
+1.48%
+$39,883.2 
REM iShares Mortgage Real Estate ETF
+1.48%
+$640 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.47%
+$2,393.37 
TMO Thermo Fisher Scientific Inc.
+1.44%
+$42,078.57 
VFLO VictoryShares Free Cash Flow ETF
+1.41%
+$3,894.4 
SBUX Starbucks Corporation
+1.4%
+$12,055.68 
EXC Exelon Corporation
+1.39%
+$7,567.95 
HSY The Hershey Company
+1.37%
+$28,487.01 
SCHW Charles Schwab Corporation
+1.37%
+$5,038.08 
MEDP Medpace Holdings Inc.
+1.37%
+$3,441.23 
PEP PepsiCo, Inc.
+1.34%
+$18,664.47 
T AT&T Inc.
+1.34%
+$17,283.3 
USRT iShares Core U.S. REIT ETF
+1.29%
+$30,463.78 
ISRG Intuitive Surgical, Inc.
+1.25%
+$16,017 
AEP American Electric Power Company, Inc.
+1.23%
+$11,355.11 
TSLA Tesla, Inc.
+1.22%
+$64,930 
UHAL-B U-Haul Holding Company
+1.22%
+$23,922.03 
HDV iShares Core High Dividend ETF
+1.16%
+$32,432 
USMV iShares MSCI USA Min Vol Factor ETF
+1.16%
+$10,478.6 
SPLV Invesco S&P 500 Low Volatility ETF
+1.15%
+$778.3 
GLD SPDR Gold Shares
+1.13%
+$3,481.96 
IAU iShares Gold Trust
+1.12%
+$23,209.25 
HD The Home Depot, Inc.
+1.12%
+$27,683.85 
WM Waste Management, Inc.
+1.1%
+$7,416.14 
COST Costco Wholesale Corporation
+1.09%
+$31,559.17 
KAT Scharf ETF
+1.09%
+$8,513.85 
BX Blackstone Inc.
+1.07%
+$6,762.46 
BBY Best Buy Co., Inc.
+1.07%
+$2,868.36 
VDC VANGUARD CONSUMER STAPLES ETF
+1.06%
+$278.3 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.04%
+$6,285.25 
JKJ iShares Morningstar Small-Cap ETF
+1.04%
+$692.37 
PM Philip Morris International Inc.
+1.03%
+$15,268.4 
VZ Verizon Communications Inc.
+1.02%
+$16,798.27 
DUK Duke Energy Corporation
+1.01%
+$6,126.16 
NEE NextEra Energy, Inc.
+0.98%
+$12,601.58 
IJS iShares S&P Small-Cap 600 Value ETF
+0.97%
+$2,647.9 
AIG American International Group Inc.
+0.96%
+$5,046.48 
ABT Abbott Laboratories
+0.94%
+$3,028.08 
VOX Vanguard Communication Services ETF
+0.94%
+$675.36 
XLP Consumer Staples Select Sector SPDR Fund
+0.92%
+$10,644.48 
BNL Broadstone Net Lease Inc.
+0.9%
+$2,764.69 
NVO Novo Nordisk A/S Sponsored ADR
+0.9%
+$4,644.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.9%
+$5,154.06 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.88%
+$753.35 
GHI Greystone Housing Impact Investors L.P.
+0.87%
+$1,256.3 
ECL Ecolab Inc.
+0.87%
+$7,492.04 
ATO Atmos Energy Corporation
+0.86%
+$2,046 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$54,309.61 
MO Altria Group, Inc.
+0.79%
+$9,683.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.78%
+$3,960.99 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.78%
+$6,988.32 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$4,634.1 
INDS Pacer Industrial Real Estate ETF
+0.76%
+$92.97 
VPU Vanguard Utilities ETF
+0.76%
+$250.5 
DIS The Walt Disney Company
+0.76%
+$21,648.61 
RTX RTX Corporation
+0.75%
+$2,907.82 
DVY iShares Select Dividend ETF
+0.74%
+$3,633.99 
AMLP Alerian MLP ETF
+0.67%
+$4,601.93 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.66%
+$9.24 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.65%
+$289.28 
TGT Target Corporation
+0.59%
+$1,919.6 
XEL Xcel Energy Inc.
+0.59%
+$2,901.6 
MNST Monster Beverage Corporation
+0.57%
+$9,442.95 
MDT Medtronic plc
+0.57%
+$2,518.04 
XLC Communication Services Select Sector SPDR Fund
+0.57%
+$7,539.6 
HAS Hasbro Inc.
+0.53%
+$1,280.7 
JKF iShares Morningstar Large-Cap Value ETF
+0.53%
+$14,962.96 
VXF Vanguard Extended Market ETF
+0.52%
+$14.88 
WMB The Williams Companies, Inc.
+0.5%
+$5,231.85 
LMT Lockheed Martin Corporation
+0.47%
+$8,368.08 
ETR Entergy Corporation
+0.46%
+$1,730.98 
DRI Darden Restaurants, Inc.
+0.45%
+$2,196.5 
DGRO iShares Core Dividend Growth ETF
+0.44%
+$27,239.19 
HON Honeywell International Inc.
+0.42%
+$3,018.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$136.5 
DTD WisdomTree U.S. Total Dividend Fund
+0.4%
+$3,444.7 
A Agilent Technologies Inc.
+0.37%
+$9,978.09 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.37%
+$57.24 
IGRO iShares International Dividend Growth ETF
+0.37%
+$64 
PG Procter & Gamble Co
+0.35%
+$2,060.78 
DXJ WisdomTree Japan Hedged Equity Fund
+0.35%
+$33.6 
IWP iShares Russell Mid-Cap Growth ETF
+0.35%
+$115.64 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$105.3 
CI The Cigna Group
+0.33%
+$3,162.07 
IWM iShares Russell 2000 ETF
+0.31%
+$9,922.09 
AOD Abrdn Total Dynamic Dividend Fund
+0.29%
+$3,015 
INDA ISHARES MSCI INDIA ETF
+0.26%
+$11.57 
IEF iShares 7-10 Year Treasury Bond ETF
+0.25%
+$1,044.96 
LOW Lowe's Companies Inc.
+0.25%
+$546.71 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.24%
+$332.58 
UNP Union Pacific Corporation
+0.23%
+$10,336.02 
MMT MFS Multimarket Income Trust
+0.23%
+$505 
IEI iShares 3-7 Year Treasury Bond ETF
+0.2%
+$301.44 
MPC Marathon Petroleum Corporation
+0.2%
+$2,358.99 
QUAL iShares MSCI USA Quality Factor ETF
+0.19%
+$12,731.73 
IVE ISHARES S&P 500 VALUE ETF
+0.19%
+$11,863.81 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$122.45 
NVS Novartis AG Sponsored ADR
+0.19%
+$6,658.98 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$4.84 
TIP iShares TIPS Bond ETF
+0.18%
+$409 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$1,258.18 
USA Liberty All Star Equity Fund
+0.17%
+$1,226.05 
BOE BlackRock Enhanced Global Dividend Trust
+0.17%
+$355 
EHI Western Asset Global High Income Fund Inc.
+0.17%
+$110 
JEPI JPMorgan Equity Premium Income Fund
+0.16%
+$687.6 
SPIP SPDR Portfolio TIPS ETF
+0.16%
+$12.96 
TJX The TJX Companies, Inc.
+0.15%
+$2,415.02 
CGSM Capital Group Short Duration Municipal Income ETF
+0.15%
+$153.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$11,707.32 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$2,011.11 
NOC Northrop Grumman Corporation
+0.14%
+$349.3 
PLW Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF
+0.13%
+$1,948.47 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$292.86 
JAGG JPMorgan U.S. Aggregate Bond ETF
+0.12%
+$157.02 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.12%
+$3.24 
TLH iShares 10-20 Year Treasury Bond ETF
+0.12%
+$5,069.76 
CGCB Capital Group Core Bond ETF
+0.11%
+$168.09 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.11%
+$191.34 
FMHI First Trust Municipal High Income Fund
+0.1%
+$7,022.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$271.1 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$548.17 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.09%
+$493 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$10,929.42 
IYLD iShares Morningstar Multi-Asset Income ETF
+0.09%
+$176 
ENB Enbridge Inc.
+0.09%
+$404.55 
IUSB iShares Core Universal USD Bond ETF
+0.09%
+$10,521.32 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$125 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.08%
+$3,232.86 
TEND iShares Large Cap 10% Target Buffer Dec ETF
+0.08%
+$1,095.15 
VGLT Vanguard Long-Term Treasury Fund
+0.07%
+$41 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.07%
+$2,632.98 
GTO Invesco Total Return Bond ETF
+0.06%
+$3,974.25 
RAAA Reckoner Leveraged AAA CLO ETF
+0.06%
+$228.5 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$1.8 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$5,826.12 
NYF iShares New York Muni Bond ETF
+0.06%
+$339 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.05%
+$956.9 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.05%
+$1,381.73 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$23.59 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.04%
+$1,719.46 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.04%
+$329.02 
BNDX Vanguard Total International Bond ETF
+0.04%
+$615.2 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,428.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,824.45 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$19.46 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$16.5 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$184.6 
SHV iShares Short Treasury Bond ETF
+0.03%
+$0.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$180.78 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$0.62 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$659.73 
MUB iShares National Muni Bond ETF
+0.02%
+$141.2 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$0.28 
PTLC Pacer Trendpilot US Large Cap ETF
+0.02%
+$1,440.71 
DNOV FT Vest US Equity Deep Buffer Fund
+0.02%
+$436.15 
MBB iShares MBS ETF
+0.01%
+$354.96 
TLT iShares 20+ Year Treasury Bond ETF
+0.01%
+$107.67 
OEF iShares S&P 100 ETF
+0.01%
+$340.64 
CGMS
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
DMAX
0%
$0 
HQH
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
ICLO
0%
$0 
JCI
0%
$0 
MYN BlackRock MuniYield New York Quality Fund, Inc.
0%
$0 
NFJ
0%
$0 
PJP
0%
$0 
PPA
0%
$0 
SEPM
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SQ Block, Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TERG Leverage Shares 2x Long Teradyne Daily ETF
-15.49%
-$13,440.6 
WDC Western Digital Corporation
-13.17%
-$72,663.98 
TXN Texas Instruments Inc
-8.46%
-$31,524.11 
FIX Comfort Systems USA, Inc.
-8.1%
-$45,898.53 
QCOM QUALCOMM Incorporated
-7.57%
-$59,294.69 
ADI Analog Devices, Inc.
-7.42%
-$104,568.39 
MU Micron Technology, Inc.
-6.69%
-$136,710.26 
AMAT Applied Materials, Inc.
-6.16%
-$55,730.6 
CMI Cummins Inc.
-5.73%
-$53,067.88 
LRCX Lam Research Corporation
-5.66%
-$39,277.46 
SOXX iShares Semiconductor ETF
-5.64%
-$261,699.79 
CAT Caterpillar Inc.
-5.63%
-$122,652.48 
BGC BGC Group, Inc.
-5.45%
-$153,042.12 
TT Trane Technologies plc
-5.08%
-$25,467.7 
ANET Arista Networks, Inc.
-4.75%
-$107,277.96 
BAI iShares A.I. Innovation and Tech Active ETF
-4.51%
-$228,120.96 
CSCO Cisco Systems, Inc.
-4.37%
-$42,796 
JBL Jabil Inc.
-4.28%
-$14,083.12 
GS The Goldman Sachs Group, Inc.
-4.27%
-$92,824.63 
OXY-WT Occidental Petroleum Corporation
-4.26%
-$8.75 
ETN Eaton Corporation plc
-4.09%
-$95,060.76 
MS Morgan Stanley
-4.08%
-$14,839.46 
MTUM iShares MSCI USA Momentum Factor ETF
-4%
-$110,188.56 
KLAC KLA Corporation
-3.93%
-$51,714.35 
GEV GE Vernova Inc.
-3.71%
-$57,387.1 
AVGO Broadcom Inc.
-3.67%
-$263,965.77 
HUBB Hubbell Inc.
-3.55%
-$8,730.16 
INTC Intel Corporation
-3.42%
-$26,298.94 
MOTO SmartETFs Smart Transportation & Technology ETF
-3.19%
-$5,454.81 
DE Deere & Company
-2.78%
-$26,945.79 
ORCL Oracle Corporation
-2.58%
-$58,557.15 
VST Vistra Corp
-2.55%
-$10,357.58 
IBKR Interactive Brokers Group Inc.
-2.54%
-$12,261.6 
ASML ASML Holding N.V. New York Registry Shares
-2.53%
-$21,231.38 
DB Deutsche Bank AG
-2.47%
-$14,865.65 
OXY Occidental Petroleum Corporation
-2.38%
-$109,712.16 
XNTK SPDR NYSE Technology ETF
-2.27%
-$1,369.6 
HLT Hilton Worldwide Holdings Inc.
-2.26%
-$17,979.22 
ZTS Zoetis Inc.
-2.22%
-$37,572.23 
C Citigroup Inc.
-2.22%
-$8,980.61 
GOOG Alphabet Inc
-2.19%
-$107,190 
PH Parker-Hannifin Corporation
-2.12%
-$27,245.01 
AMD Advanced Micro Devices, Inc.
-2.06%
-$44,597.38 
XLK State Street Technology Select Sector SPDR ETF
-1.87%
-$162,440.55 
GOOGL Alphabet Inc
-1.84%
-$236,386.21 
JPM JPMorgan Chase & Co.
-1.81%
-$82,825.31 
CME CME Group Inc.
-1.78%
-$53,248 
IYW iShares U.S. Technology ETF
-1.77%
-$26,278.83 
AIA iShares Asia 50 ETF
-1.75%
-$13,451.33 
CEG Constellation Energy Corporation
-1.74%
-$3,908.8 
NVDA NVIDIA Corporation
-1.64%
-$377,686.57 
IXN iShares Global Tech ETF
-1.64%
-$345 
VIS Vanguard Industrials ETF
-1.6%
-$52,894.25 
XLI Industrial Select Sector SPDR Fund
-1.59%
-$101,540.08 
BP BP p.l.c. Sponsored ADR
-1.56%
-$6,681.16 
HWM Howmet Aerospace Inc.
-1.56%
-$21,695.92 
IGM iShares Expanded Tech Sector ETF
-1.56%
-$18,070.52 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.53%
-$34.1 
VGT Vanguard Information Technology ETF
-1.39%
-$8,436.4 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$10,234.66 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$12,481.65 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$670.32 
IGD Voya Global Equity Dividend Fund
-1.3%
-$1,456 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.25%
-$50.25 
HEDJ WisdomTree Europe Hedged Equity Fund
-1.14%
-$89.7 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$324.17 
CBOE Cboe Global Markets Inc.
-1.13%
-$2,263.08 
EFG iShares MSCI EAFE Growth ETF
-1.1%
-$1,496 
VPL Vanguard FTSE Pacific ETF
-1.07%
-$1,232.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$218,691.03 
JKE iShares Morningstar Large-Cap Growth ETF
-1.05%
-$31,970.54 
WFC Wells Fargo & Company
-1.04%
-$7,421.92 
BGR BlackRock Energy & Resources Trust
-1.01%
-$6,578.25 
PTNQ Pacer Trendpilot 100 ETF
-0.97%
-$30,729.69 
DVN Devon Energy Corporation
-0.92%
-$6,473.61 
CGXU Capital Group International Focus Equity ETF
-0.91%
-$2,402.82 
APH Amphenol Corporation
-0.87%
-$9,878.37 
GDV Gabelli Dividend & Income Trust
-0.86%
-$7,050 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.85%
-$72,229.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$115,412.4 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.83%
-$27,289.85 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.82%
-$74,729.05 
VOO Vanguard S&P 500 ETF
-0.81%
-$466,455.46 
VGK Vanguard FTSE Europe ETF
-0.8%
-$91.7 
SEIC SEI Investments Company
-0.77%
-$3,786.24 
VO Vanguard Mid-Cap ETF
-0.77%
-$2,874.32 
APD Air Products and Chemicals, Inc.
-0.76%
-$3,488.17 
URA Global X Uranium ETF
-0.75%
-$39.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.74%
-$4,674.18 
BLK BlackRock, Inc.
-0.74%
-$1,997.16 
XOM Exxon Mobil Corporation
-0.73%
-$16,725.77 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$4,269.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$3,437.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.7%
-$2,147.41 
IWD iShares Russell 1000 Value ETF
-0.68%
-$38,366.03 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.66%
-$537.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.66%
-$50,076.97 
IEUR iShares Core MSCI Europe ETF
-0.66%
-$3,308.48 
IXC iShares Global Energy ETF
-0.64%
-$2,938.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$267.85 
GE General Electric Company
-0.64%
-$3,318.15 
FNDF Schwab Fundamental International Large Company Index ETF
-0.62%
-$92.73 
IXUS iShares Core International Stock ETF
-0.62%
-$1,713.36 
IDXX IDEXX Laboratories, Inc.
-0.62%
-$2,672.88 
ILMN Illumina, Inc.
-0.62%
-$2,000.88 
HBAN Huntington Bancshares Incorporated
-0.61%
-$1,247.07 
ALNY Alnylam Pharmaceuticals Inc
-0.61%
-$1,252.81 
AXP American Express Company
-0.61%
-$4,151.7 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.61%
-$8,854.49 
CGIE Capital Group International Equity ETF
-0.6%
-$7,689 
OTIS Otis Worldwide Corporation
-0.6%
-$15,299.68 
EFA iShares MSCI EAFE ETF
-0.59%
-$67.1 
EXPD Expeditors International of Washington, Inc.
-0.58%
-$3,541.92 
CGDV Capital Group Dividend Value ETF
-0.57%
-$21,203.28 
IUSG iShares Core S&P U.S. Growth ETF
-0.56%
-$12,695.78 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$78,135.7 
FCX Freeport-McMoRan Inc.
-0.56%
-$1,438.15 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.56%
-$556.38 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$82.8 
BUFQ FT Nasdaq Buffer ETF July.
-0.54%
-$38.22 
BAC Bank of America Corporation
-0.53%
-$8,404.1 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.53%
-$221.04 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.52%
-$18.09 
LIN Linde plc
-0.51%
-$2,154.62 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.5%
-$132,606.8 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.5%
-$6,142.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$14,139.92 
XLB Materials Select Sector SPDR Fund
-0.46%
-$125.76 
XLE Energy Select Sector SPDR Fund
-0.46%
-$433 
XLG Invesco S&P 500 Top 50 ETF
-0.44%
-$92,729 
CGUS Capital Group Core Equity ETF
-0.43%
-$11,496.33 
COP ConocoPhillips
-0.42%
-$763.2 
JQUA JPMorgan U.S. Quality Factor ETF
-0.42%
-$24.9 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$3,123.89 
VAW Vanguard Materials ETF
-0.41%
-$114 
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF
-0.4%
-$400.09 
BA Boeing Company
-0.4%
-$8,751.33 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$3,551.02 
VDI Virtus WMC International Dividend ETF
-0.37%
-$9.83 
NKE Nike, Inc. - Class B
-0.37%
-$838.05 
VUG Vanguard Growth ETF
-0.35%
-$13,032.73 
EVV Eaton Vance Limited Duration Income Fund
-0.32%
-$840 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$14,674.56 
VDE Vanguard Energy ETF
-0.31%
-$4,767.51 
BN Brookfield Corporation
-0.3%
-$8,210.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$718.76 
IYG iShares U.S. Financial Services ETF
-0.28%
-$590.5 
ESGU iShares ESG Aware MSCI USA ETF
-0.27%
-$15.05 
PFF iShares Preferred and Income Securities ETF
-0.26%
-$1,280 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$3,676.47 
NAN Nuveen New York Quality Municipal Income Fund
-0.26%
-$4,996.68 
HIX Western Asset High Income Fund II Inc.
-0.25%
-$160 
ITA iShares U.S. Aerospace & Defense ETF
-0.25%
-$3,445.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.24%
-$4,085.25 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.24%
-$16.28 
PSP Invesco Global Listed Private Equity ETF
-0.24%
-$1,394.51 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.22%
-$29,358.8 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.21%
-$3,131.48 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$1,638 
EPS WisdomTree U.S. LargeCap Fund
-0.18%
-$613.2 
VTN Invesco Trust for Investment Grade New York Municipals
-0.18%
-$2,824 
GLOF iShares Global Equity Factor ETF
-0.17%
-$833 
BUFR FT Vestladder Buffer ETF-USD I
-0.17%
-$656.7 
CGBL Capital Group Core Balanced ETF
-0.16%
-$2,290.44 
ZTR Virtus Total Return Fund Inc.
-0.15%
-$2,268 
SCHC Schwab International Small-Cap Equity ETF
-0.12%
-$7,078.98 
EFV iShares MSCI EAFE Value ETF
-0.12%
-$7,276.01 
PNC The PNC Financial Services Group, Inc.
-0.12%
-$302.17 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$2,177.97 
HYDB iShares High Yield Systematic Bond ETF
-0.11%
-$2.9 
CGGR Capital Group Growth ETF
-0.09%
-$1,196.68 
WMT Walmart Inc.
-0.08%
-$2,015.28 
GSEP FT Vest US Equity Moderate B Fund
-0.07%
-$0.6 
KR Kroger Co.
-0.07%
-$436.28 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.06%
-$1,932.72 
PSX Phillips 66
-0.06%
-$223.74 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$148.2 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$6.6 
PFFD Global X U.S. Preferred ETF
-0.05%
-$128.2 
ET Energy Transfer L.P.
-0.05%
-$124 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.05%
-$830 
BKLN Invesco Senior Loan ETF
-0.05%
-$47.43 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.04%
-$77.43 
JKG iShares Morningstar Mid-Cap ETF
-0.04%
-$180.79 
VB Vanguard Small-Cap ETF
-0.04%
-$352.68 
MCK McKesson Corporation
-0.04%
-$1,915.74 
BLV Vanguard Long-Term Bond ETF
-0.03%
-$192.8 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.02%
-$345.55 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.02%
-$654.42 
BINC iShares Flexible Income Active ETF
-0.02%
-$531.46 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.01%
-$13 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$170.09 Events
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Dividends
Dividend Analysis
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| Trades 3176 | Longs Won 1418/3176 44% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232,992.75 |
| Average Win $102,153.55 | Best Trade (Jun 30) $4.05M | Sharpe Ratio -18.14 |
| Average Loss -$17,018.79 | Worst Trade (Jun 28) -$4.44M | Z-Score -10.46 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 5d | Expectancy $36,192.5 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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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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