VWA
VSM Wealth Advisory LLC Portfolio
Invests via VSM Wealth Advisory LLC | Managed by Robert F. Mewshaw, Alexander F. Barron, Bryan M. Thaler, Christopher J. Blair
Invests via VSM Wealth Advisory LLC
Managed by Robert F. Mewshaw, Alexander F. Barron, Bryan M. Thaler, Christopher J. Blair
Automatically Tracked
Company Profile
Regional wealth-management firm offering financial planning, investment advisory and retirement solutions to high-net-worth individuals and small institutions. VSM Wealth Advisory LLC focuses on discretionary portfolio management, fee-based advisory relationships and tax-aware strategies, leveraging fiduciary governance and model-driven asset allocation. Competitive positioning centers on personalized service, multi-asset solutions and advisor-led client engagement in wealth preservation and income planning.
Regional wealth-management firm offering financial planning, investment advisory and retirement solutions to high-net-worth individuals and small institutions. VSM Wealth Advisory LLC focuses on discretionary portfolio management, fee-based advisory relationships and tax-aware strategies, leveraging fiduciary governance and model-driven asset allocation. Competitive positioning centers on personalized service, multi-asset solutions and advisor-led client engagement in wealth preservation and income planning.
Investment Philosophy & Strategy
Regional wealth-management firm offering financial planning, investment advisory and retirement solutions to high-net-worth individuals and small institutions. VSM Wealth Advisory LLC focuses on discretionary portfolio management, fee-based advisory relationships and tax-aware strategies, leveraging fiduciary governance and model-driven asset allocation. Competitive positioning centers on personalized service, multi-asset solutions and advisor-led client engagement in wealth preservation and income planning.
Regional wealth-management firm offering financial planning, investment advisory and retirement solutions to high-net-worth individuals and small institutions. VSM Wealth Advisory LLC focuses on discretionary portfolio management, fee-based advisory relationships and tax-aware strategies, leveraging fiduciary governance and model-driven asset allocation. Competitive positioning centers on personalized service, multi-asset solutions and advisor-led client engagement in wealth preservation and income planning.
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:
1.89%
Gain
Monthly
0.1%
Yearly
1.22%
Drawdown
19.4%
$372.12M
Equity
Holdings
$372.12M
Investment
$307.78M
$69.79M
Profit -$1.49M
Realized
$5.45M
Unrealized
$64.34M
Dividends
$8.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.49M
Win %
75%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$1.82M
Win %
75%
This Month
Compared to last month
Gain
-0.43%
Profit
-$1.62M
Win %
75%
This Year
Compared to last year
Gain
11.24%
Profit
$37.6M
Win %
74%
TRV The Travelers Companies, Inc.
+7.79%
+$8,843.52 
BATL Battalion Oil Corporation
+7.01%
+$5.5 
FCEL FuelCell Energy, Inc.
+6.11%
+$33.76 
KOS Kosmos Energy Ltd.
+5.35%
+$575 
ADM Archer-Daniels-Midland Co
+3.16%
+$623.56 
LYB LyondellBasell Industries N.V.
+3.11%
+$2,700 
NOC Northrop Grumman Corporation
+3.09%
+$7,064.81 
ALL Allstate Corporation
+3.05%
+$974.16 
DOW Dow Inc.
+3.04%
+$243.86 
GE General Electric Company
+2.88%
+$997 
DIG ProShares Ultra Energy ETF
+2.82%
+$12.68 
CVE Cenovus Energy Inc.
+2.79%
+$36.48 
UAA Under Armour Inc.
+2.76%
+$0.2 
PANW Palo Alto Networks, Inc.
+2.71%
+$1,341.2 
CMG Chipotle Mexican Grill, Inc.
+2.6%
+$10.68 
CLNE Clean Energy Fuels Corp.
+2.55%
+$51 
MRK Merck & Co., Inc.
+2.48%
+$2,291 
MO Altria Group, Inc.
+2.34%
+$1,831.41 
PSX Phillips 66
+2.31%
+$3,864.63 
DRS Leonardo DRS, Inc.
+2.18%
+$259.44 
APA APA Corporation
+2.1%
+$216 
AFL Aflac Inc.
+2.03%
+$3,180 
BMY Bristol-Myers Squibb Company
+1.98%
+$1,524 
TPL Texas Pacific Land Corporation
+1.98%
+$3,861.01 
COP ConocoPhillips
+1.91%
+$2,123.28 
T AT&T Inc.
+1.89%
+$1,036.26 
LCID Lucid Group, Inc.
+1.86%
+$106.56 
UNH UnitedHealth Group Incorporated
+1.84%
+$1,288.65 
CSCO Cisco Systems, Inc.
+1.84%
+$2,478.54 
WELL Welltower Inc.
+1.77%
+$214.25 
CVX Chevron Corporation
+1.74%
+$4,025.7 
DNOW Dnow Inc.
+1.73%
+$45.36 
MU Micron Technology, Inc.
+1.72%
+$10,415.2 
WTRG Essential Utilities Inc.
+1.7%
+$482.4 
BIIB Biogen Inc.
+1.69%
+$324.76 
XOM Exxon Mobil Corporation
+1.68%
+$57,697.5 
EQT EQT Corporation
+1.66%
+$166.46 
BP BP p.l.c. Sponsored ADR
+1.64%
+$418.5 
OXY Occidental Petroleum Corporation
+1.64%
+$496.32 
KHC The Kraft Heinz Company
+1.64%
+$98.9 
LMT Lockheed Martin Corporation
+1.63%
+$6,947 
GILD Gilead Sciences Inc.
+1.61%
+$1,654.4 
RTX RTX Corporation
+1.59%
+$790.5 
BRK-B Berkshire Hathaway Inc.
+1.59%
+$23,779.71 
VLO Valero Energy Corporation
+1.57%
+$471 
JNJ Johnson & Johnson
+1.52%
+$16,471.34 
OVV Ovintiv Inc.
+1.51%
+$7.7 
CVS CVS Health Corporation
+1.51%
+$845.25 
HACK Amplify Cybersecurity ETF
+1.51%
+$208.13 
ABT Abbott Laboratories
+1.5%
+$1,018.24 
D Dominion Energy, Inc.
+1.49%
+$553.19 
ESRT Empire State Realty Trust Inc.
+1.48%
+$42.5 
VDE Vanguard Energy ETF
+1.47%
+$1,988.44 
SBRA Sabra Health Care REIT, Inc.
+1.46%
+$451.06 
APD Air Products and Chemicals, Inc.
+1.46%
+$1,790.35 
ED Consolidated Edison, Inc.
+1.46%
+$2,540.79 
HON Honeywell International Inc.
+1.45%
+$1,887.64 
WFC Wells Fargo & Company
+1.42%
+$8,951.25 
OIS Oil States International Inc.
+1.42%
+$45 
VTRS Viatris Inc.
+1.41%
+$3.67 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.39%
+$31.73 
PM Philip Morris International Inc.
+1.38%
+$2,570.22 
XLE Energy Select Sector SPDR Fund
+1.38%
+$5,165.3 
F Ford Motor Company
+1.37%
+$562.18 
PRU Prudential Financial, Inc.
+1.35%
+$803.2 
SRE Sempra
+1.34%
+$247.5 
AEP American Electric Power Company, Inc.
+1.33%
+$3,670.7 
SNDK SanDisk Corporation
+1.33%
+$37.42 
ABBV AbbVie Inc.
+1.31%
+$2,892.44 
SO The Southern Company
+1.31%
+$2,751.84 
CRK Comstock Resources Inc.
+1.3%
+$255 
PEG Public Service Enterprise Group Incorporated
+1.29%
+$316.21 
DUK Duke Energy Corporation
+1.25%
+$4,301.8 
CRWD CrowdStrike Holdings, Inc.
+1.22%
+$396.8 
LLY Eli Lilly and Company
+1.22%
+$610.6 
AEE Ameren Corporation
+1.11%
+$64.26 
GEV GE Vernova Inc.
+1.09%
+$281.5 
PH Parker-Hannifin Corporation
+1.08%
+$104 
WMT Walmart Inc.
+1.07%
+$5,723.19 
XLU Utilities Select Sector SPDR Fund
+1.06%
+$3,349.92 
ETR Entergy Corporation
+1.04%
+$537.88 
WEC WEC Energy Group Inc.
+1.03%
+$295 
VPU Vanguard Utilities ETF
+1.01%
+$1,986.98 
NI NiSource Inc.
+1%
+$27.9 
EXC Exelon Corporation
+1%
+$3,622.29 
VZ Verizon Communications Inc.
+1%
+$1,390.4 
ETN Eaton Corporation plc
+1%
+$4,613.15 
BA Boeing Company
+1%
+$235.4 
SOLV Solventum Corporation
+0.98%
+$9.6 
NVS Novartis AG Sponsored ADR
+0.96%
+$426.32 
KMB Kimberly-Clark Corporation
+0.94%
+$653.95 
PECO Phillips Edison & Company, Inc.
+0.94%
+$44.69 
IDU iShares U.S. Utilities ETF
+0.93%
+$108.07 
UNP Union Pacific Corporation
+0.93%
+$905.79 
CTVA Corteva Inc.
+0.92%
+$220 
PFE Pfizer Inc.
+0.92%
+$1,197.84 
MMM 3M Company
+0.9%
+$495.9 
INO Inovio Pharmaceuticals, Inc.
+0.89%
+$2.5 
IBB iShares Biotechnology ETF
+0.86%
+$371.64 
WM Waste Management, Inc.
+0.85%
+$4,367.48 
REGN Regeneron Pharmaceuticals, Inc.
+0.83%
+$849 
MDISX Franklin Mutual Global Discovery Fund Class Z
+0.81%
+$368.82 
PG Procter & Gamble Co
+0.81%
+$25,763.96 
CACI Caci International Inc.
+0.77%
+$608.6 
TRP TC Energy Corporation
+0.77%
+$108 
IHAK iShares Cybersecurity and Tech ETF
+0.74%
+$34.78 
SPB Spectrum Brands Holdings Inc.
+0.74%
+$72.6 
MSEX Middlesex Water Company
+0.72%
+$14.35 
DVY iShares Select Dividend ETF
+0.71%
+$769.35 
IDA Idacorp Inc.
+0.71%
+$82.39 
REET iShares Global REIT ETF
+0.68%
+$14.23 
CP Canadian Pacific Kansas City Limited
+0.67%
+$527 
DFAR Dimensional US Real Estate ETF
+0.66%
+$81.18 
OKE ONEOK, Inc.
+0.66%
+$305 
TFC Truist Financial Corporation
+0.64%
+$1,268.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.64%
+$2,087.35 
HTO SJW Group
+0.62%
+$38.8 
DD DuPont de Nemours, Inc.
+0.6%
+$82.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.57%
+$83.98 
VOE Vanguard Mid-Cap Value ETF
+0.56%
+$3,502.9 
VTV Vanguard Value ETF
+0.56%
+$74,370.98 
USB U.S. Bancorp
+0.55%
+$918.04 
AMT American Tower Corporation
+0.54%
+$60.06 
PPG PPG Industries Inc.
+0.53%
+$370.44 
XLRE The Real Estate Select Sector SPDR Fund
+0.53%
+$1,921.68 
SDY SPDR S&P Dividend ETF
+0.52%
+$403.43 
KMI Kinder Morgan, Inc.
+0.52%
+$937.38 
VNQ Vanguard Real Estate ETF
+0.52%
+$3,333.72 
VHT Vanguard Health Care ETF
+0.52%
+$2,500.87 
SCHH Schwab U.S. REIT ETF
+0.51%
+$2,019 
MGV Vanguard Mega Cap Value ETF
+0.51%
+$10,504.73 
VDC VANGUARD CONSUMER STAPLES ETF
+0.51%
+$220.9 
AMLP Alerian MLP ETF
+0.5%
+$66.69 
UL Unilever PLC Sponsored American Depositary Receipt
+0.49%
+$135.42 
TSCO Tractor Supply Company
+0.48%
+$7.65 
STAG Stag Industrial Inc.
+0.48%
+$72.8 
BDX Becton, Dickinson and Company
+0.47%
+$171 
GLD SPDR Gold Shares
+0.46%
+$2,928.26 
MSOS AdvisorShares Pure US Cannabis ETF
+0.46%
+$0.02 
P Everpure Inc.
+0.45%
+$62 
ROKU Roku, Inc.
+0.45%
+$64 
AMGN Amgen Inc.
+0.44%
+$495 
IAU iShares Gold Trust
+0.44%
+$58.74 
SWKS Skyworks Solutions Inc.
+0.43%
+$158.5 
CHPT ChargePoint Holdings, Inc.
+0.43%
+$0.3 
MLPX Global X MLP & Energy Infrastructure ETF
+0.43%
+$490.43 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$69,443.6 
BAC Bank of America Corporation
+0.42%
+$253.76 
MPLX MPLX LP
+0.41%
+$167.32 
DNP DNP Select Income Fund Inc.
+0.41%
+$121.64 
SVM Silvercorp Metals Inc.
+0.4%
+$1.4 
HLN Haleon Plc - ADR
+0.4%
+$32 
IYH iShares U.S. Healthcare ETF
+0.4%
+$102.6 
HD The Home Depot, Inc.
+0.39%
+$3,408.19 
Q Qnity Electronics Inc.
+0.39%
+$81.09 
DFUV Dimensional US Marketwide Value ETF
+0.38%
+$210 
KD Kyndryl Holdings Inc.
+0.37%
+$1.8 
VIS Vanguard Industrials ETF
+0.37%
+$1,404.62 
ORCL Oracle Corporation
+0.36%
+$267.75 
COST Costco Wholesale Corporation
+0.36%
+$303.3 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.34%
+$162.96 
SHW The Sherwin-Williams Company
+0.32%
+$50.14 
EPD Enterprise Products Partners L.P.
+0.32%
+$87.96 
ARCC Ares Capital Corporation
+0.29%
+$233.53 
CSX CSX Corporation
+0.28%
+$1,506.84 
DFLVX DFA US Large Cap Value Portfolio Institutional Class
+0.28%
+$1,045.98 
AON Aon plc
+0.27%
+$1,143.45 
SCHV Schwab U.S. Large-Cap Value ETF
+0.27%
+$1,828.62 
JPM JPMorgan Chase & Co.
+0.26%
+$2,390.43 
USMV iShares MSCI USA Min Vol Factor ETF
+0.25%
+$122.01 
CMCSA Comcast Corp
+0.25%
+$20.7 
HNDL NASDAQ 7 Handl Index ETF
+0.24%
+$32.21 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.24%
+$9,810.68 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.21%
+$69.7 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.21%
+$3,140.76 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$700.8 
UPS United Parcel Service, Inc.
+0.2%
+$42.96 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.2%
+$17.6 
VAW Vanguard Materials ETF
+0.2%
+$710.22 
GIS General Mills, Inc.
+0.19%
+$37.73 
VO Vanguard Mid-Cap ETF
+0.19%
+$24,765 
VOOV Vanguard S&P 500 Value ETF
+0.18%
+$451.98 
IUSV iShares Core S&P U.S. Value ETF
+0.18%
+$34.8 
IVE ISHARES S&P 500 VALUE ETF
+0.18%
+$955.3 
SCHM Schwab U.S. Mid-Cap ETF
+0.17%
+$3,454.26 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.17%
+$69.72 
ECL Ecolab Inc.
+0.16%
+$8.55 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.16%
+$248.14 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.15%
+$1.4 
SNOW Snowflake Inc.
+0.15%
+$30.75 
GBDC Golub Capital BDC, Inc.
+0.15%
+$54.74 
PAVE Global X U.S. Infrastructure Development ETF
+0.15%
+$28.39 
TCPC BlackRock TCP Capital Corp.
+0.15%
+$34.98 
EMBC Embecta Corp.
+0.15%
+$0.09 
ALC Alcon Inc.
+0.14%
+$5.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.14%
+$0.26 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$61.75 
OGN Organon & Co.
+0.11%
+$0.75 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.11%
+$74.88 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.1%
+$1.46 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.1%
+$49.1 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$418.87 
NOIEX Northern Income Equity Fund
+0.1%
+$2.02 
IWD iShares Russell 1000 Value ETF
+0.1%
+$51.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$20,044.5 
CHD Church & Dwight Co., Inc.
+0.09%
+$78.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.09%
+$279.26 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$444.88 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$1,146.08 
WBD Warner Bros. Discovery, Inc.
+0.07%
+$0.08 
LAB Standard Biotools Inc.
+0.07%
+$3 
VUSB Vanguard Ultra-Short Bond ETF
+0.07%
+$48.41 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$50.04 
FICS FT International Developed Capital Strength Fund
+0.06%
+$10.62 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$104.59 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$40.88 
MICC The Magnum Ice Cream Company N.V.
+0.05%
+$0.5 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$3.84 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,877.92 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$93.25 
SCHA Schwab U.S. Small-Cap ETF
+0.03%
+$669.95 
DUSA Davis Select U.S. Equity ETF
+0.03%
+$5.82 
VTWO Vanguard Russell 2000 ETF
+0.03%
+$1.86 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$54.2 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.01%
+$36.15 
BAM
0%
$0 
BGMSP Cyclacel Pharmaceuticals, Inc. - 6% Convertible Preferred Stock
0%
$0 
CAT Caterpillar Inc.
0%
+$0.01 
CTRA Coterra Energy Inc.
0%
$0 
H5919C104
0%
$0 
LAC
0%
$0 
MRES Institute of Biomedical Research Corp.
0%
$0 
RC-PC Ready Capital Corporation
0%
$0 
SRNE Sorrento Therapeutics Inc.
0%
$0 
TEF Telefonica SA
0%
$0 
VGHY
0%
$0 
VSMR Verify Smart Corp
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.21%
-$946.89 
SFTBY SoftBank Group Corp.
-5.63%
-$1,200 
DBGI Digital Brands Group Inc
-5.4%
-$56.85 
DNA Ginkgo Bioworks Holdings Inc.
-5.07%
-$420 
BNAI Brand Engagement Network Inc.
-5.02%
-$15.17 
NWBO Northwest Biotherapeutics Inc.
-4.89%
-$604.3 
AMAT Applied Materials, Inc.
-4.74%
-$2,287.6 
LAZR Luminar Technologies, Inc.
-4.64%
-$118.81 
ACLS Axcelis Technologies, Inc.
-4.33%
-$1,661 
META Meta Platforms Inc Class A
-4.27%
-$1,135.6 
FNMA Fannie Mae
-3.65%
-$87.36 
WISE Themes Generat Artificial Intelligence Mutual Fund
-3.63%
-$1.25 
SYK Stryker Corporation
-3.53%
-$1,169 
TSEM Tower Semiconductor Ltd.
-3.31%
-$3,148 
MELI MercadoLibre, Inc.
-3.23%
-$120.02 
LAR Lithium Argentina AG
-3.1%
-$200 
KLAC KLA Corporation
-3.05%
-$535.6 
LRCX Lam Research Corporation
-2.87%
-$5,882.35 
TXN Texas Instruments Inc
-2.78%
-$615.6 
FNB F.N.B. Corporation
-2.72%
-$100.17 
PSI Invesco Semiconductors ETF
-2.57%
-$1,585.25 
UBER Uber Technologies, Inc.
-2.53%
-$205.7 
PLTR Palantir Technologies Inc.
-2.51%
-$845 
ETHE Grayscale Ethereum Trust ETF
-2.51%
-$49.4 
BXMT Blackstone Mortgage Trust Inc
-2.47%
-$77.83 
AMD Advanced Micro Devices, Inc.
-2.35%
-$14,737.5 
ETH Ethan Allen Interiors Inc
-2.35%
-$825.72 
SLDP Solid Power, Inc.
-2.34%
-$110 
INTC Intel Corporation
-2.33%
-$15,234.66 
MSFT Microsoft Corp.
-2.33%
-$46,805.74 
JOBY Joby Aviation, Inc.
-2.32%
-$17 
SMH VanEck Semiconductor ETF
-2.29%
-$104.08 
TSLA Tesla, Inc.
-2.29%
-$11,094.54 
GLW Corning Incorporated
-2.29%
-$3,261.62 
GEHC GE HealthCare Technologies Inc.
-2.23%
-$48.34 
IBM International Business Machines Corporation
-2.22%
-$13,136.59 
GNK Genco Shipping & Trading Limited
-2.18%
-$165 
KO The Coca-Cola Company
-2.15%
-$9,889.32 
FVRR Fiverr International Ltd.
-2.15%
-$25 
RC Ready Capital Corporation
-2.13%
-$40.15 
BABA Alibaba Group Holding Limited SP ADR
-2.12%
-$273.9 
QS QuantumScape Corp
-2.12%
-$588 
GOOG Alphabet Inc
-2.1%
-$5,390.37 
SOXX iShares Semiconductor ETF
-2.1%
-$1,001.7 
GSK GSK plc Sponsored ADR
-2.08%
-$704 
PTON Peloton Interactive, Inc.
-2.07%
-$0.13 
GOOGL Alphabet Inc
-2.05%
-$2,329.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.92%
-$73,158.46 
VOX Vanguard Communication Services ETF
-1.89%
-$8,265.51 
SPEM SPDR Portfolio Emerging Markets ETF
-1.86%
-$459.8 
UUUU Energy Fuels Inc.
-1.84%
-$107.5 
ARKK ARK Innovation ETF Fund
-1.78%
-$34.12 
NAT Nordic American Tankers Ltd.
-1.77%
-$2,834.92 
DFAE Dimensional Emerging Core Equity Market ETF
-1.77%
-$5,016.96 
NU Nu Holdings Ltd.
-1.74%
-$792 
SCHE Schwab Emerging Markets Equity ETF
-1.73%
-$6,157.22 
DOCS Doximity Inc.
-1.71%
-$114 
GASS StealthGas Inc.
-1.67%
-$145 
ZBH Zimmer Biomet Holdings, Inc.
-1.66%
-$155.5 
HMC Honda Motor Co., Ltd.
-1.65%
-$296.87 
MGK Vanguard Mega Cap Growth ETF
-1.63%
-$24,681.6 
IEMG iShares Core MSCI Emerging Markets ETF
-1.63%
-$39.37 
AXTI AXT, Inc.
-1.62%
-$11.84 
IXN iShares Global Tech ETF
-1.61%
-$1,293.84 
CIM Chimera Investment Corporation
-1.6%
-$536.76 
LUV Southwest Airlines Co.
-1.58%
-$835.38 
VALN Valneva SE
-1.57%
-$800 
V Visa Inc. Class A
-1.57%
-$1,226.22 
MGC Vanguard Mega Cap ETF
-1.55%
-$296,292.6 
COF Capital One Financial Corporation
-1.54%
-$366.24 
BNY BlackRock New York Municipal Income Trust
-1.5%
-$162.14 
MCHP Microchip Technology Incorporated
-1.49%
-$1,461.56 
FXI iShares China Large-Cap ETF
-1.49%
-$115.36 
VUG Vanguard Growth ETF
-1.49%
-$194,900.94 
ANET Arista Networks, Inc.
-1.48%
-$250 
XVV iShares ESG Screened S&P 500
-1.48%
-$1,630.3 
AMAL Amalgamated Financial Corp.
-1.45%
-$86.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$19.44 
CCL Carnival Corporation Ltd.
-1.43%
-$213.29 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.42%
-$130.2 
IBIT iShares Bitcoin Trust
-1.4%
-$548.76 
TNYA Tenaya Therapeutics, Inc.
-1.4%
-$175.5 
SAN Banco Santander S.A. Sponsored ADR
-1.4%
-$6,005.52 
NVDA NVIDIA Corporation
-1.39%
-$5,430.29 
GBTC Grayscale Bitcoin Trust ETF
-1.39%
-$225.63 
TMO Thermo Fisher Scientific Inc.
-1.37%
-$522.2 
BTC Grayscale Bitcoin Mini Trust ETF
-1.35%
-$649.11 
CHWY Chewy Inc.
-1.35%
-$58 
ACHR Archer Aviation Inc.
-1.34%
-$60 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$2,272.63 
QQQI Neos NASDAQ-100 High Income ETF
-1.31%
-$120.24 
XLK State Street Technology Select Sector SPDR ETF
-1.31%
-$7,830 
ACN Accenture plc Class A
-1.3%
-$515.12 
GS The Goldman Sachs Group, Inc.
-1.28%
-$351.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.27%
-$11,642.84 
VOOG Vanguard S&P 500 Growth ETF
-1.27%
-$1,840.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.27%
-$763.95 
HGV Hilton Grand Vacations Inc.
-1.26%
-$6.5 
IWF iShares Russell 1000 Growth ETF
-1.26%
-$1,193.4 
JBLU JetBlue Airways Corporation
-1.24%
-$70 
NVO Novo Nordisk A/S Sponsored ADR
-1.22%
-$220.5 
DAL Delta Air Lines, Inc.
-1.21%
-$162.75 
JETS U.S. Global Jets ETF
-1.18%
-$18.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.18%
-$2,000.6 
IUSG iShares Core S&P U.S. Growth ETF
-1.18%
-$3,856.61 
VSGX Vanguard ESG International Stock ETF
-1.17%
-$2,403.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.17%
-$3,408.94 
BN Brookfield Corporation
-1.15%
-$146.88 
VGT Vanguard Information Technology ETF
-1.15%
-$16,244 
DX Dynex Capital Inc.
-1.15%
-$6,567.19 
CRSP Crispr Therapeutics AG
-1.13%
-$55 
CRM Salesforce Inc
-1.12%
-$220.02 
WSFS WSFS Financial Corporation
-1.09%
-$656.92 
JEF Jefferies Financial Group Inc.
-1.07%
-$892.8 
ROK Rockwell Automation, Inc.
-1.05%
-$3,052.71 
TROW T. Rowe Price Group, Inc.
-1.03%
-$63.44 
AXP American Express Company
-1.02%
-$1,966.78 
RVTY Revvity Inc.
-1.02%
-$239.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.02%
-$2,071.66 
MJ Amplify Alternative Harvest ETF
-1.01%
-$10.32 
QCOM QUALCOMM Incorporated
-1.01%
-$172 
MS Morgan Stanley
-1%
-$937.4 
FTGS First Trust Growth Strength ETF
-1%
-$190.39 
SCHC Schwab International Small-Cap Equity ETF
-0.99%
-$52.8 
IXUS iShares Core International Stock ETF
-0.99%
-$227.85 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.99%
-$1,187.4 
BOE BlackRock Enhanced Global Dividend Trust
-0.99%
-$1,011.72 
ORRF Orrstown Financial Services Inc.
-0.97%
-$528.08 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$1,356.81 
HL Hecla Mining Company
-0.96%
-$1,422.68 
NLY Annaly Capital Management, Inc.
-0.96%
-$2.7 
FCCO First Community Corporation
-0.96%
-$29.12 
VEU Vanguard FTSE All-World ex-US ETF
-0.95%
-$121,194.58 
WAT Waters Corporation
-0.95%
-$89.75 
MKC McCormick & Company, Incorporated
-0.94%
-$3,643 
MSM MSC Industrial Direct Co., Inc.
-0.94%
-$59 
AMZN Amazon.com Inc
-0.94%
-$4,006.08 
ORA Ormat Technologies Inc.
-0.94%
-$301.84 
EOI Eaton Vance Enhanced Equity Income Fund
-0.92%
-$169.46 
AAPL Apple Inc.
-0.92%
-$34,193.77 
MAR Marriott International Inc. - Class A
-0.92%
-$3.41 
TT Trane Technologies plc
-0.91%
-$52.08 
ESGV Vanguard ESG U.S. Stock ETF
-0.91%
-$5,557.41 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-0.91%
-$200 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.91%
-$1,441.44 
EFX Equifax Inc.
-0.9%
-$891 
AVGO Broadcom Inc.
-0.83%
-$117.99 
SOLS Sollensys Corp
-0.81%
-$134.42 
C Citigroup Inc.
-0.78%
-$1,030.01 
VIK Viking Holdings Ltd
-0.78%
-$49.4 
BOH Bank of Hawaii Corporation
-0.76%
-$131 
ERC Allspring Multi-Sector Income Fund
-0.76%
-$476.21 
IEFA iShares Core MSCI EAFE ETF
-0.75%
-$37.23 
EFA iShares MSCI EAFE ETF
-0.74%
-$202.51 
VT Vanguard Total World Stock ETF
-0.73%
-$4,084.62 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$72,783.11 
DIS The Walt Disney Company
-0.72%
-$1,478.62 
GSBD Goldman Sachs BDC Inc.
-0.72%
-$1.17 
VSNT Versant Media Group, Inc.
-0.71%
-$3.38 
ON ON Semiconductor Corporation
-0.7%
-$155 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.7%
-$403,356.88 
BLK BlackRock, Inc.
-0.69%
-$119.52 
VEEV Veeva Systems Inc.
-0.68%
-$134.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$66,055.26 
VCR Vanguard Consumer Discretionary ETF
-0.67%
-$2,408.34 
NLR VanEck Uranium and Nuclear ETF
-0.67%
-$322 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.67%
-$684.42 
SCHF Schwab International Equity ETF
-0.66%
-$4,104.18 
SCHX Schwab U.S. Large-Cap ETF
-0.64%
-$64,303.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.64%
-$104.4 
SCHK Schwab 1000 Index ETF
-0.62%
-$91.35 
CARR Carrier Global Corporation
-0.62%
-$86.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$185.11 
IVV iShares Core S&P 500 ETF
-0.6%
-$4,664.86 
HLT Hilton Worldwide Holdings Inc.
-0.6%
-$224.25 
VOO Vanguard S&P 500 ETF
-0.6%
-$27,926.15 
VONE Vanguard Russell 1000 ETF
-0.58%
-$19.85 
POAHY Porsche Automobil Holding SE ADR
-0.58%
-$1.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$7,163.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$102,584.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$14.18 
TM Toyota Motor Corporation
-0.57%
-$14.28 
GM General Motors Company
-0.57%
-$368.28 
PCEF Invesco CEF Income Composite ETF
-0.56%
-$538.78 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.55%
-$4.54 
SCHB Schwab U.S. Broad Market ETF
-0.55%
-$71,516.93 
WMB The Williams Companies, Inc.
-0.55%
-$41 
KKR KKR & Co. Inc.
-0.55%
-$269.92 
NOW ServiceNow, Inc.
-0.54%
-$31.08 
IWV ISHARES RUSSELL 3000 ETF
-0.54%
-$1,115.23 
DFAI Dimensional International Core Equity Market ETF
-0.53%
-$4,845.94 
DFAU Dimensional US Core Equity Market ETF
-0.53%
-$61,086.57 
RIVN Rivian Automotive, Inc.
-0.53%
-$145.08 
LSGRX Loomis Sayles Growth Fund Class Y
-0.52%
-$56.1 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.52%
-$621.12 
SPYI NEOS S&P 500 High Income ETF
-0.5%
-$1.35 
DEO Diageo plc Sponsored ADR
-0.5%
-$77.83 
DUHP Dimensional US High Profitability ETF
-0.48%
-$348.8 
SCHW Charles Schwab Corporation
-0.48%
-$483.14 
CMPX Compass Therapeutics Inc.
-0.48%
-$30 
ARTNA Artesian Resources Corporation Class A Common Stock
-0.47%
-$19.52 
EIS iShares MSCI Israel ETF
-0.46%
-$111 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.45%
-$128.41 
VBK Vanguard Small-Cap Growth ETF
-0.44%
-$1,993.74 
MDIJX MFS International Diversification Fund Class I
-0.43%
-$7.8 
INTU Intuit Inc.
-0.42%
-$69.44 
DCOR Dimensional US Core Equity 1 ETF
-0.41%
-$21.08 
MTB M&T Bank Corporation
-0.41%
-$134.8 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-0.38%
-$3.42 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.36%
-$489.89 
HST Host Hotels & Resorts Inc.
-0.36%
-$9.35 
CTAS Cintas Corporation
-0.35%
-$160.6 
ROP Roper Technologies Inc.
-0.35%
-$64.5 
CEG Constellation Energy Corporation
-0.35%
-$2,545.26 
ZTS Zoetis Inc.
-0.35%
-$28.62 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$32,976.45 
VOT Vanguard Mid-Cap Growth ETF
-0.34%
-$432.83 
PACB Pacific Biosciences of California, Inc.
-0.34%
-$1.21 
OBDC Blue Owl Capital Corporation
-0.31%
-$49.17 
ITW Illinois Tool Works Inc.
-0.29%
-$69.72 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.29%
-$7.97 
VYMI Vanguard International High Dividend Yield Index Fund
-0.27%
-$22.14 
IJS iShares S&P Small-Cap 600 Value ETF
-0.26%
-$561 
ADP Automatic Data Processing Inc.
-0.26%
-$159.72 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.26%
-$122.43 
MCD McDonald's Corporation
-0.25%
-$42.78 
FDX FedEx Corporation
-0.25%
-$26.07 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.24%
-$655.26 
EAD Allspring Income Opportunities Fund
-0.23%
-$172.2 
MANU Manchester United plc
-0.23%
-$13.5 
MDGL Madrigal Pharmaceuticals, Inc.
-0.23%
-$122.5 
VXF Vanguard Extended Market ETF
-0.22%
-$20,296.35 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$146.94 
RDVY First Trust Rising Dividend Achievers ETF
-0.21%
-$40.8 
AZO AutoZone Inc.
-0.18%
-$33.54 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.17%
-$26.84 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.17%
-$36.36 
HSY The Hershey Company
-0.17%
-$99 
LOW Lowe's Companies Inc.
-0.17%
-$82.88 
PK Park Hotels & Resorts Inc.
-0.17%
-$0.53 
PNC The PNC Financial Services Group, Inc.
-0.17%
-$144.05 
OTIS Otis Worldwide Corporation
-0.16%
-$12 
VB Vanguard Small-Cap ETF
-0.15%
-$24,471.1 
TEL TE Connectivity plc
-0.13%
-$16.2 
IJH iShares Core S&P Mid-Cap ETF
-0.13%
-$29 
JEPI JPMorgan Equity Premium Income Fund
-0.13%
-$77.62 
NEM Newmont Corporation
-0.13%
-$59.4 
DFSV Dimensional US Small Cap Value ETF
-0.12%
-$135.2 
IBHG iShares iBonds 2027 High Yield Income
-0.11%
-$9.95 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.1%
-$469.7 
PEP PepsiCo, Inc.
-0.1%
-$142.09 
BIPC Brookfield Infrastructure Partners L.P.
-0.1%
-$8 
IWN iShares Russell 2000 Value ETF
-0.09%
-$1.89 
CYDY CytoDyn Inc.
-0.09%
-$0.1 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.09%
-$88.35 
BYND Beyond Meat Inc.
-0.08%
-$0.02 
COKE Coca-Cola Consolidated Inc.
-0.07%
-$5.2 
SLV iShares Silver Trust
-0.06%
-$0.36 
HQL Abrdn Life Sciences Investors
-0.05%
-$16.74 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$711.97 
NAD Nuveen Quality Municipal Income Fund
-0.04%
-$53.15 
DELL Dell Technologies Inc.
-0.04%
-$17.28 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$1,211.72 Events
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Dividends
Dividend Analysis
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| Trades 1703 | Longs Won 1132/1703 66% | Profit Factor 23.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,686.83 |
| Average Win $64,404.77 | Best Trade (Jul 13) $12.61M | Sharpe Ratio -10.08 |
| Average Loss -$5,460.71 | Worst Trade (Jul 14) -$458,011.58 | Z-Score 14.22 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $40,979.53 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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