SS
Stephen Smith Portfolio
Invests via Kestra Investment Management LLC | Managed by Kara Murphy, Derek Schug
Invests via Kestra Investment Management LLC
Managed by Kara Murphy, Derek Schug
Automatically Tracked
Stephen Smith Profile
With a distinguished career in technology entrepreneurship, Stephen Smith has founded multiple startups that have transformed industries and generated significant market value. His extensive experience spans leading innovative teams to create software solutions for businesses seeking operational efficiency. Known for his visionary approach, he effectively aligns product development with emerging consumer needs. His leadership continues to shape new ventures aimed at driving digital transformation, contributing to a dynamic ecosystem of technological advancement and investment appeal.
With a distinguished career in technology entrepreneurship, Stephen Smith has founded multiple startups that have transformed industries and generated significant market value. His extensive experience spans leading innovative teams to create software solutions for businesses seeking operational efficiency. Known for his visionary approach, he effectively aligns product development with emerging consumer needs. His leadership continues to shape new ventures aimed at driving digital transformation, contributing to a dynamic ecosystem of technological advancement and investment appeal.
Investment Philosophy & Strategy
Innovation in technology investment is at the core of decision-making for this entrepreneur. With a penchant for identifying scalable solutions, Smith meticulously evaluates emerging trends to capture opportunities in the fast-evolving digital landscape. His ability to leverage insights from operational efficiency drives not only capital deployment but also strategic partnerships that enhance growth trajectories. By fostering agile environments within startups, he champions an entrepreneurial mindset that prioritizes disruptive technologies and responsive product development tailored to market needs.
Innovation in technology investment is at the core of decision-making for this entrepreneur. With a penchant for identifying scalable solutions, Smith meticulously evaluates emerging trends to capture opportunities in the fast-evolving digital landscape. His ability to leverage insights from operational efficiency drives not only capital deployment but also strategic partnerships that enhance growth trajectories. By fostering agile environments within startups, he champions an entrepreneurial mindset that prioritizes disruptive technologies and responsive product development tailored to market needs.
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:
18.45%
Gain -0.01%
Monthly
0.72%
Yearly
9.04%
Drawdown
12.84%
$6.34B
Equity
Holdings
$6.34B
Investment
$5.51B
$952.44M
Profit -$359,513.53
Realized
$127.48M
Unrealized
$824.97M
Dividends
$154.33M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$359,513.53
Win %
68%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$359,513.53
Win %
68%
This Month
Compared to last month
Gain
-0.53%
Profit
-$33.47M
Win %
68%
This Year
Compared to last year
Gain
1.95%
Profit
$266.01M
Win %
68%
ROKU Roku, Inc.
+20.08%
+$433,729.14 
ALIT Alight Inc.
+11.7%
+$1,423.2 
AMKR Amkor Technology Inc.
+8.71%
+$57,269.94 
STX Seagate Technology Holdings plc
+7.25%
+$41,421.07 
WDC Western Digital Corporation
+6.36%
+$40,939.89 
TER Teradyne, Inc.
+5.72%
+$21,276.82 
KLAC KLA Corporation
+5.55%
+$31,834.86 
FMC FMC Corporation
+5.15%
+$37,666.36 
RYN Rayonier Inc.
+5.08%
+$80,134.94 
FN Fabrinet
+4.94%
+$28,137.08 
AMD Advanced Micro Devices, Inc.
+4.73%
+$39,304 
ANET Arista Networks, Inc.
+4.37%
+$23,919.55 
QCOM QUALCOMM Incorporated
+4.32%
+$472,986.9 
WTS Watts Water Technologies Inc.
+3.81%
+$24,769.9 
KD Kyndryl Holdings Inc.
+3.72%
+$42,909.3 
WU Western Union Co.
+3.14%
+$65,995.74 
KEYS Keysight Technologies, Inc.
+3.13%
+$137,245.5 
IPGP IPG Photonics Corporation
+3.11%
+$52,982.98 
AMG Affiliated Managers Group Inc.
+2.99%
+$31,652.07 
HPE Hewlett Packard Enterprise Company
+2.93%
+$17,886.72 
CHWY Chewy Inc.
+2.88%
+$89,319.24 
CEG Constellation Energy Corporation
+2.86%
+$10,828.77 
RHI Robert Half Inc.
+2.85%
+$69,268.5 
CME CME Group Inc.
+2.8%
+$14,913.17 
CF CF Industries Holdings, Inc.
+2.74%
+$57,903.6 
ESAB Esab Corporation
+2.71%
+$32,205.36 
SCHW Charles Schwab Corporation
+2.71%
+$99,597.52 
AMAT Applied Materials, Inc.
+2.64%
+$87,119.37 
EMN Eastman Chemical Company
+2.59%
+$10,077.6 
RNG RingCentral Inc.
+2.58%
+$51,703.91 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$5,265.6 
T AT&T Inc.
+2.52%
+$16,545.66 
VZ Verizon Communications Inc.
+2.49%
+$71,304.48 
MCHP Microchip Technology Incorporated
+2.48%
+$7,702.7 
BKH Black Hills Corporation
+2.4%
+$23,978.52 
JPM JPMorgan Chase & Co.
+2.31%
+$168,430.31 
USB U.S. Bancorp
+2.27%
+$61,499.26 
ITT Itt Inc.
+2.23%
+$41,547.8 
IBKR Interactive Brokers Group Inc.
+2.23%
+$39,356.46 
RCL Royal Caribbean Group
+2.23%
+$6,516.31 
OGS One Gas Inc.
+2.22%
+$9,431.91 
PII Polaris Inc.
+2.22%
+$29,378.58 
CMCSA Comcast Corp
+2.21%
+$10,305.32 
CAG Conagra Brands Inc.
+2.16%
+$18,420.22 
NUE Nucor Corporation
+2.09%
+$7,270.33 
GIS General Mills, Inc.
+2.04%
+$5,055.63 
PM Philip Morris International Inc.
+1.95%
+$103,023.05 
TGT Target Corporation
+1.95%
+$11,812.99 
DINO HF Sinclair Corporation
+1.95%
+$32,803.2 
SPG Simon Property Group, Inc.
+1.95%
+$12,272.46 
AMP Ameriprise Financial, Inc.
+1.94%
+$30,546.25 
TFC Truist Financial Corporation
+1.93%
+$7,832.16 
MLI Mueller Industries Inc.
+1.92%
+$56,333.9 
MANH Manhattan Associates Inc.
+1.87%
+$34,155.94 
CPA Copa Holdings S.A.
+1.87%
+$26,959.44 
BBY Best Buy Co., Inc.
+1.85%
+$33,337.64 
FIX Comfort Systems USA, Inc.
+1.85%
+$43,455.43 
TTEK Tetra Tech, Inc.
+1.83%
+$18,638.46 
TSLA Tesla, Inc.
+1.82%
+$76,279.84 
LYB LyondellBasell Industries N.V.
+1.75%
+$45,467.82 
SWKS Skyworks Solutions Inc.
+1.71%
+$34,290.96 
AMCR Amcor plc
+1.7%
+$11,246.52 
ACN Accenture plc Class A
+1.65%
+$19,598.76 
UNP Union Pacific Corporation
+1.65%
+$7,319.54 
WFC Wells Fargo & Company
+1.61%
+$3,833.06 
LCII LCI Industries Inc.
+1.6%
+$5,685.95 
COLB Columbia Banking System, Inc.
+1.59%
+$6,216.63 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$4,739.28 
BX Blackstone Inc.
+1.58%
+$4,301.32 
LIN Linde plc
+1.58%
+$5,512.15 
DVN Devon Energy Corporation
+1.57%
+$14,312.2 
ARES Ares Management Corporation
+1.57%
+$6,314.82 
BAC Bank of America Corporation
+1.56%
+$13,096.94 
OKE ONEOK, Inc.
+1.56%
+$10,901.77 
DE Deere & Company
+1.55%
+$12,305.24 
VICI Vici Properties Inc.
+1.53%
+$3,401.73 
ENSG The Ensign Group, Inc.
+1.52%
+$22,173.76 
FIBK First Interstate Bancsystem Inc.
+1.5%
+$19,908.9 
CPAY Corpay, Inc.
+1.5%
+$13,938.95 
WPC W. P. Carey Inc.
+1.5%
+$3,976.47 
COF Capital One Financial Corporation
+1.48%
+$22,208.7 
CVS CVS Health Corporation
+1.47%
+$7,741.88 
ZM Zoom Video Communications, Inc.
+1.47%
+$15,392.48 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.47%
+$108,337.03 
RGLD Royal Gold Inc.
+1.47%
+$11,193 
AM Antero Midstream Corporation
+1.45%
+$15,705.22 
CAT Caterpillar Inc.
+1.44%
+$31,625.38 
OMC Omnicom Group Inc.
+1.44%
+$7,727.01 
NRG NRG Energy, Inc.
+1.43%
+$44,623.47 
SYF Synchrony Financial
+1.42%
+$6,897.91 
EME EMCOR Group, Inc.
+1.42%
+$5,909.74 
COP ConocoPhillips
+1.4%
+$15,616.8 
TPR Tapestry Inc.
+1.4%
+$32,896.15 
PPC Pilgrim's Pride Corporation
+1.38%
+$11,195.05 
PAYX Paychex Inc.
+1.37%
+$25,213.04 
MDGL Madrigal Pharmaceuticals, Inc.
+1.37%
+$2,985.4 
NEE NextEra Energy, Inc.
+1.35%
+$12,520.05 
ICVT iShares Convertible Bond ETF
+1.35%
+$7,249.6 
TXN Texas Instruments Inc
+1.35%
+$15,617.66 
SPGI S&P Global Inc.
+1.35%
+$3,158.19 
ABBV AbbVie Inc.
+1.32%
+$32,962.56 
C Citigroup Inc.
+1.27%
+$4,148.3 
TEL TE Connectivity plc
+1.27%
+$2,616.23 
HRL Hormel Foods Corporation
+1.27%
+$4,057.9 
TROW T. Rowe Price Group, Inc.
+1.26%
+$25,905.33 
CAH Cardinal Health Inc.
+1.22%
+$23,169.06 
XEL Xcel Energy Inc.
+1.21%
+$4,978.95 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$4,809.86 
ADT ADT Inc.
+1.19%
+$32,866.72 
LRCX Lam Research Corporation
+1.18%
+$36,958.44 
APAM Artisan Partners Asset Management Inc.
+1.13%
+$24,956.8 
NJR New Jersey Resources Corporation
+1.12%
+$10,594.48 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,548.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$6,850.76 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$2,522.89 
OHI Omega Healthcare Investors Inc.
+1.08%
+$10,333.61 
ABNB Airbnb, Inc.
+1.08%
+$8,709.57 
DOCU DocuSign Inc.
+1.08%
+$15,882.21 
CI The Cigna Group
+1.07%
+$12,260.8 
JNJ Johnson & Johnson
+1.07%
+$46,626.78 
PLD Prologis Inc.
+1.05%
+$2,782.27 
DELL Dell Technologies Inc.
+1.05%
+$67,267.24 
V Visa Inc. Class A
+1.05%
+$27,104.28 
HOOD Robinhood Markets, Inc.
+1.04%
+$4,044.48 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$47,135.52 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$2,810.66 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$1.56M 
BEN Franklin Resources Inc.
+1.01%
+$15,104.32 
IDA Idacorp Inc.
+1%
+$2,926.62 
AVA Avista Corp.
+1%
+$10,143.46 
FSMD Fidelity Small-Mid Multifactor ETF
+1%
+$627,599.88 
IWD iShares Russell 1000 Value ETF
+0.98%
+$10,802.95 
PK Park Hotels & Resorts Inc.
+0.97%
+$18,083.24 
VO Vanguard Mid-Cap ETF
+0.97%
+$18,920.37 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,492.81 
WBS Webster Financial Corporation
+0.97%
+$15,723.66 
ABR Arbor Realty Trust Inc.
+0.97%
+$7,233.95 
MSM MSC Industrial Direct Co., Inc.
+0.97%
+$3,133.76 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$2,349 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$5,069.12 
APPF Appfolio Inc.
+0.96%
+$3,421.12 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$159,986.76 
QRVO Qorvo Inc.
+0.95%
+$58,730.43 
EQH Equitable Holdings, Inc.
+0.94%
+$3,031.95 
ALL Allstate Corporation
+0.94%
+$2,307.19 
USRT iShares Core U.S. REIT ETF
+0.94%
+$8,208.8 
VTV Vanguard Value ETF
+0.94%
+$18,960.27 
ABEV Ambev S.A.
+0.93%
+$426.96 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.92%
+$419,930.26 
RNR Renaissancere Holdings Ltd.
+0.92%
+$24,209.73 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$4,607.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$26,962.76 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$108,517.36 
APH Amphenol Corporation
+0.88%
+$3,033.74 
THC Tenet Healthcare Corporation
+0.86%
+$32,702.52 
LXP LXP Industrial Trust
+0.86%
+$2,813.86 
PG Procter & Gamble Co
+0.86%
+$11,699.24 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$8,682.99 
NMIH NMI Holdings Inc.
+0.84%
+$1,947.72 
EIX Edison International
+0.84%
+$6,502.6 
LOGI Logitech International S.A.
+0.84%
+$8,375.68 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$2,518.38 
NU Nu Holdings Ltd.
+0.83%
+$1,558.4 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$5,366.78 
PRGO Perrigo Company plc
+0.83%
+$4,604.13 
CSL Carlisle Companies Inc.
+0.81%
+$2,888.42 
BNL Broadstone Net Lease Inc.
+0.81%
+$11,251.79 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,245.11 
GM General Motors Company
+0.8%
+$3,833.05 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$840,675 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$3.27M 
ACM Aecom
+0.76%
+$10,271.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$750,930.49 
PSX Phillips 66
+0.76%
+$1,927.79 
CVX Chevron Corporation
+0.75%
+$3,457.98 
WCC Wesco International Inc.
+0.74%
+$2,311.68 
KMB Kimberly-Clark Corporation
+0.74%
+$3,130.5 
CVLT Commvault Systems Inc.
+0.73%
+$8,590.41 
UNH UnitedHealth Group Incorporated
+0.73%
+$9,759.42 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$1,726.55 
HD The Home Depot, Inc.
+0.73%
+$4,353.02 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$142,955.15 
TFSL TFS Financial Corp.
+0.71%
+$24,476.16 
MA Mastercard Incorporated
+0.71%
+$7,790.15 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$22,413.88 
NTAP NetApp, Inc.
+0.71%
+$27,423.84 
PYPL PayPal Holdings Inc
+0.7%
+$1,872.53 
KHC The Kraft Heinz Company
+0.7%
+$7,861.65 
VB Vanguard Small-Cap ETF
+0.7%
+$6,289.15 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$822,216.66 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$6,121.08 
COST Costco Wholesale Corporation
+0.68%
+$6,440.2 
CGDV Capital Group Dividend Value ETF
+0.66%
+$1.06M 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$26,926.63 
DOW Dow Inc.
+0.65%
+$1,297.78 
AVUS Avantis U.S. Equity ETF
+0.65%
+$130,370.16 
INCY Incyte Corporation
+0.65%
+$5,899.6 
MS Morgan Stanley
+0.65%
+$2,274.23 
WMB The Williams Companies, Inc.
+0.64%
+$2,246.65 
GNTX Gentex Corporation
+0.62%
+$2,538.72 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$924,898.13 
TDC Teradata Corporation
+0.61%
+$7,894.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$19,644.24 
DFIV Dimensional International Value ETF
+0.58%
+$1.29M 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$414,602.13 
FDVV Fidelity High Dividend ETF
+0.57%
+$280,443.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$24,703.52 
PCTY Paylocity Holding Corporation
+0.56%
+$11,766.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$30,695.62 
VOO Vanguard S&P 500 ETF
+0.55%
+$31,981.1 
HON Honeywell International Inc.
+0.54%
+$1,625.54 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$1,382.3 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$7,369.51 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.54%
+$183,124.51 
GOOGL Alphabet Inc
+0.53%
+$72,379.45 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$108,592.12 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,057.5 
IWB iShares Russell 1000 ETF
+0.52%
+$1,865.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$2,853.84 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$4,177.34 
LNG Cheniere Energy Inc.
+0.47%
+$10,503.96 
REYN Reynolds Consumer Products Inc.
+0.47%
+$1,125.41 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$939,980.96 
NSA National Storage Affiliates Trust
+0.46%
+$2,563.89 
NET Cloudflare Inc.
+0.46%
+$1,391.52 
JXN Jackson Financial Inc.
+0.45%
+$1,668.45 
GOOG Alphabet Inc
+0.45%
+$17,408 
WMT Walmart Inc.
+0.45%
+$2,469.42 
VXF Vanguard Extended Market ETF
+0.44%
+$533,749.65 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$325,111.68 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$6,306.99 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.43%
+$1,943.49 
IXUS iShares Core International Stock ETF
+0.43%
+$1,443.61 
CSX CSX Corporation
+0.42%
+$1,481.6 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$409,181.59 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$1.22M 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1.72M 
ACWI iShares MSCI ACWI ETF
+0.41%
+$1,278.08 
DBX Dropbox Inc.
+0.41%
+$3,908.85 
CUBE CubeSmart
+0.41%
+$950.98 
BMY Bristol-Myers Squibb Company
+0.4%
+$4,183.01 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$923.55 
DG Dollar General Corporation
+0.4%
+$14,449.98 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1.6M 
FAST Fastenal Co.
+0.39%
+$2,035.98 
AIT Applied Industrial Technologies Inc.
+0.38%
+$8,236.08 
GD General Dynamics Corporation
+0.38%
+$1,448.41 
PEP PepsiCo, Inc.
+0.38%
+$3,588.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$5,560 
APLE Apple Hospitality REIT, Inc.
+0.37%
+$4,252.92 
DUHP Dimensional US High Profitability ETF
+0.37%
+$29,739.1 
INTF iShares International Equity Factor ETF
+0.36%
+$129,467.1 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$748,327.92 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$4,151.69 
STWD Starwood Property Trust Inc.
+0.35%
+$8,320.62 
CPB The Campbell's Company
+0.35%
+$976.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$5,434.8 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.33%
+$3,073.97 
AMGN Amgen Inc.
+0.32%
+$5,075.33 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$93,196.61 
SNY Sanofi American Depositary Receipt
+0.32%
+$699.02 
BLD TopBuild Corp
+0.3%
+$2,150.14 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$868.56 
XOM Exxon Mobil Corporation
+0.28%
+$5,788.98 
BDYN iShares Dynamic Equity Active ETF
+0.28%
+$1,514.7 
PFFD Global X U.S. Preferred ETF
+0.27%
+$2,875.95 
MMM 3M Company
+0.26%
+$790.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$2,007.04 
KNSL Kinsale Capital Group Inc.
+0.23%
+$3,912.48 
CAIE Calamos Autocallable Income ETF
+0.22%
+$10,089.23 
ADP Automatic Data Processing Inc.
+0.2%
+$1,536.51 
GNOV FT Vest US Equity Moderate B Fund
+0.19%
+$443.04 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.19%
+$564.69 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$7,036.02 
TRV The Travelers Companies, Inc.
+0.18%
+$894.88 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$138,694.78 
VUG Vanguard Growth ETF
+0.18%
+$3,763.8 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$308,235.78 
PBDE PGIM US Large Cap Core Bond ETF
+0.17%
+$994.33 
CIEN Ciena Corporation
+0.17%
+$774.45 
BNDX Vanguard Total International Bond ETF
+0.17%
+$173,044.72 
JPIB JPMorgan International Bond ETF
+0.17%
+$53,090.08 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$115,756.08 
GAUG FT Vest US Equity Moderate Fund
+0.16%
+$1,126.17 
NVDA NVIDIA Corporation
+0.16%
+$53,485.44 
HAS Hasbro Inc.
+0.15%
+$421.59 
PFE Pfizer Inc.
+0.15%
+$4,074.68 
BINC iShares Flexible Income Active ETF
+0.13%
+$128,538.9 
SHW The Sherwin-Williams Company
+0.13%
+$428.02 
GJUL FT Vest US Equity Moderate Class B
+0.13%
+$1,736.46 
BJ BJ's Wholesale Club Holdings, Inc.
+0.12%
+$511.06 
LVS Las Vegas Sands Corp.
+0.12%
+$3,247.8 
CGGR Capital Group Growth ETF
+0.11%
+$190,587.8 
KO The Coca-Cola Company
+0.11%
+$1,305.45 
EXPE Expedia Group, Inc.
+0.1%
+$2,652.82 
MSFT Microsoft Corp.
+0.1%
+$23,665.81 
FDX FedEx Corporation
+0.09%
+$2,898.5 
IAU iShares Gold Trust
+0.08%
+$430.26 
CL Colgate-Palmolive Company
+0.07%
+$158.7 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$20,899.2 
CB Chubb Limited
+0.06%
+$142.39 
GLD SPDR Gold Shares
+0.06%
+$169.4 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$133.2 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$152.38 
TJX The TJX Companies, Inc.
+0.04%
+$411.88 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$534.85 
CGIB Capital Group International Bond USD Hedged Fund
+0.04%
+$12,560.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$186.39 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$261.6 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$7,569.72 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$176.84 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$3,876.99 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$377.51 
HWM Howmet Aerospace Inc.
+0.03%
+$120.89 
FTCB First Trust Core Investment Grade ETF
+0.02%
+$134.62 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$68.53 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$7,363.46 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$196.02 
JHG Janus Henderson Group plc
+0.02%
+$1,027.85 
ORCL Oracle Corporation
+0.02%
+$340.69 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.01%
+$32.3 
MCD McDonald's Corporation
+0.01%
+$30.57 
ABC AmerisourceBergen Corporation
0%
$0 
EPR
0%
$0 
FBUF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
JCI
0%
$0 
LYV
0%
$0 
MRP
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SNOW
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
FOXA Fox Corporation
-3.59%
-$27,952.05 
ADSK Autodesk, Inc.
-3.47%
-$88,500.55 
MDB MongoDB Inc.
-3.28%
-$51,455.56 
RKT Rocket Companies, Inc. Class A
-2.68%
-$4,682.88 
LLY Eli Lilly and Company
-2.41%
-$81,082.8 
PLTR Palantir Technologies Inc.
-2.36%
-$26,645.09 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$54,909.84 
MTN Vail Resorts, Inc.
-2.22%
-$33,899.64 
CALM Cal-Maine Foods Inc.
-2.22%
-$22,894.98 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$17,663.72 
SHOP Shopify Inc.
-2.02%
-$4,299.44 
VNO Vornado Realty Trust
-1.8%
-$8,865.5 
MC Moelis & Company
-1.78%
-$9,820.32 
ABT Abbott Laboratories
-1.64%
-$3,451.56 
MEDP Medpace Holdings Inc.
-1.63%
-$14,795.23 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$4,380.23 
AAPL Apple Inc.
-1.52%
-$373,954.5 
LMT Lockheed Martin Corporation
-1.52%
-$20,783.08 
MU Micron Technology, Inc.
-1.43%
-$269,556.97 
MRK Merck & Co., Inc.
-1.42%
-$31,795.68 
HIW Highwoods Properties, Inc.
-1.35%
-$17,653.37 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,082.72 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$32,030.52 
LYFT Lyft Inc.
-1.24%
-$8,877.23 
AMZN Amazon.com Inc
-1.23%
-$101,237.58 
NFLX Netflix, Inc.
-1.14%
-$24,556.65 
AAON Aaon Inc.
-1.13%
-$13,170.35 
NYT New York Times Co.
-1.1%
-$27,447.04 
IBM International Business Machines Corporation
-0.95%
-$2,703.98 
EBAY eBay Inc.
-0.91%
-$7,219 
AVGO Broadcom Inc.
-0.91%
-$80,038.07 
NOW ServiceNow, Inc.
-0.9%
-$3,461.47 
GLPI Gaming and Leisure Properties, Inc.
-0.84%
-$8,649.2 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$3,684.31 
DLTR Dollar Tree, Inc.
-0.78%
-$5,943.42 
RPRX Royalty Pharma plc
-0.76%
-$5,173.56 
EXEL Exelixis Inc.
-0.69%
-$14,277.93 
PHM PulteGroup Inc.
-0.67%
-$3,861.16 
CSCO Cisco Systems, Inc.
-0.6%
-$43,924.95 
HACK Amplify Cybersecurity ETF
-0.59%
-$1,956.8 
ETN Eaton Corporation plc
-0.57%
-$2,272.5 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,436.49 
VVV Valvoline Inc.
-0.53%
-$5,417.6 
UPS United Parcel Service, Inc.
-0.51%
-$14,394.1 
DECK Deckers Outdoor Corporation
-0.47%
-$7,289.46 
BWA BorgWarner Inc.
-0.45%
-$19,423.86 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,551.11 
SM SM Energy Company
-0.42%
-$2,678 
CHE Chemed Corporation
-0.37%
-$7,402.2 
RTX RTX Corporation
-0.37%
-$3,120.57 
MRVL Marvell Technology, Inc.
-0.36%
-$16,664.67 
CRM Salesforce Inc
-0.34%
-$1,759.52 
DIS The Walt Disney Company
-0.3%
-$1,386.3 
META Meta Platforms Inc Class A
-0.26%
-$14,594.35 
GILD Gilead Sciences Inc.
-0.22%
-$3,902.08 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$733.73 
GRMN Garmin Ltd.
-0.2%
-$730.06 
MPT Medical Properties Trust, Inc.
-0.2%
-$126.11 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$62,646.48 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$410.28 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$597.23 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$143,412.95 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,141.76 
MDT Medtronic plc
-0.16%
-$4,000.75 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.16%
-$48,635.59 
PEGA Pegasystems Inc.
-0.15%
-$2,960.9 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$508.98 
MBB iShares MBS ETF
-0.15%
-$76,272.42 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.14%
-$1,039.59 
FBND Fidelity Total Bond ETF
-0.13%
-$2,159.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$534.2 
FLO Flowers Foods, Inc.
-0.13%
-$583.04 
VAL-WT Valaris Limited Warrants
-0.13%
-$541.34 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$209,759.34 
W Wayfair Inc.
-0.12%
-$1,511.91 
MLN VanEck Long Muni ETF
-0.11%
-$65,038.34 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$225.55 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$353.98 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.1%
-$970.13 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$13,436.04 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$320.3 
CAFX Congress Intermediate Bond ETF
-0.08%
-$932.76 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$43,949.64 
JBND JPMorgan Active Bond ETF
-0.07%
-$174.84 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$632.46 
INTU Intuit Inc.
-0.07%
-$1,075.08 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$229,392.35 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$5,628.1 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$508.98 
LRGE ClearBridge Large Cap Growth ESG ETF
-0.06%
-$192.67 
ANF Abercrombie & Fitch Co.
-0.06%
-$1,179.75 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$20,039.29 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$44.96 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$116.74 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$3,777.72 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.03%
-$126.6 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$63.37 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$78.58 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$2,108.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$18,472.7 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$1,200.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$48.8 
NXST Nexstar Media Group Inc.
-0.01%
-$35.52 
MUB iShares National Muni Bond ETF
-0.01%
-$9,161.67 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3818 | Longs Won 1556/3818 40% | Profit Factor 14.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.84M |
| Average Win $658,213.65 | Best Trade (Jun 14) $41M | Sharpe Ratio -7.15 |
| Average Loss -$32,129.72 | Worst Trade (Dec 31) -$2.84M | Z-Score -11.27 (93.4%) |
| Commissions $0 | Avg. Trade Length 7m 2w 1d | Expectancy $249,461.72 |
| 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 | 200,000 | 180,000 | 160,000 | 140,000 | 120,000 | 100,000 | 80,000 | 60,000 | 40,000 | 20,000 |
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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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