FWA
FSM Wealth Advisors LLC Portfolio
Invests via FSM Wealth Advisors LLC | Managed by Lauren MacLaren
Invests via FSM Wealth Advisors LLC
Managed by Lauren MacLaren
Automatically Tracked
Company Profile
FSM Wealth Advisors LLC operates as a full-service financial advisory firm, delivering tailored wealth management solutions. With an emphasis on personalized client engagement, it addresses the intricate financial needs of individuals and families. The firm excels in guiding clients through diverse investment landscapes, offering insights that help shape their financial futures. Driven by a commitment to excellence, FSM has cultivated a reputation for its strategic approach and robust support structures aimed at optimizing client outcomes. Its leadership team boasts extensive expertise across various sectors within the finance industry, positioning FSM Wealth Advisors as a trusted partner in capital preservation and growth.
FSM Wealth Advisors LLC operates as a full-service financial advisory firm, delivering tailored wealth management solutions. With an emphasis on personalized client engagement, it addresses the intricate financial needs of individuals and families. The firm excels in guiding clients through diverse investment landscapes, offering insights that help shape their financial futures. Driven by a commitment to excellence, FSM has cultivated a reputation for its strategic approach and robust support structures aimed at optimizing client outcomes. Its leadership team boasts extensive expertise across various sectors within the finance industry, positioning FSM Wealth Advisors as a trusted partner in capital preservation and growth.
Investment Philosophy & Strategy
In the complex world of wealth management, FSM Wealth Advisors LLC excels at cultivating meaningful relationships that foster strategic capital deployment. The firm's leadership embodies a wealth of industry experience and entrepreneurial spirit, shaping an adaptive approach to investing tailored to each client's unique aspirations. Prioritizing customized investment strategies enables effective navigation through market dynamics while focusing on long-term value creation. Leveraging comprehensive financial acumen ensures that clients benefit from holistic insights across diverse asset classes. With a forward-thinking mindset, this firm positions itself as an invaluable partner committed to empowering its clientele towards sustained financial success.
In the complex world of wealth management, FSM Wealth Advisors LLC excels at cultivating meaningful relationships that foster strategic capital deployment. The firm's leadership embodies a wealth of industry experience and entrepreneurial spirit, shaping an adaptive approach to investing tailored to each client's unique aspirations. Prioritizing customized investment strategies enables effective navigation through market dynamics while focusing on long-term value creation. Leveraging comprehensive financial acumen ensures that clients benefit from holistic insights across diverse asset classes. With a forward-thinking mindset, this firm positions itself as an invaluable partner committed to empowering its clientele towards sustained financial success.
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:
18.89%
Gain +2.09%
Monthly
0.47%
Yearly
5.79%
Drawdown
15%
$800.34M
Equity
Holdings
$800.34M
Investment
$607.37M
$200.95M
Profit +$19.01M
Realized
$7.98M
Unrealized
$192.98M
Dividends
$29.36M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.09%
Profit
$19.01M
Win %
74%
This Week
Compared To Last Week
Gain
1.88%
Profit
$14.75M
Win %
74%
This Month
Compared to last month
Gain
1.5%
Profit
$11.86M
Win %
74%
This Year
Compared to last year
Gain
9.73%
Profit
$70.98M
Win %
74%
INTC Intel Corporation
+6.48%
+$71,911.46 
KLAC KLA Corporation
+5.55%
+$905,555.2 
AMD Advanced Micro Devices, Inc.
+4.75%
+$59,892.08 
ANET Arista Networks, Inc.
+4.38%
+$16,179.7 
QCOM QUALCOMM Incorporated
+4.28%
+$37,280.56 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$14,681.35 
GEV GE Vernova Inc.
+3.65%
+$93,421.72 
DB Deutsche Bank AG
+3.43%
+$11,316.31 
KEYS Keysight Technologies, Inc.
+3.08%
+$19,621.88 
CEG Constellation Energy Corporation
+2.85%
+$12,881.07 
SCHW Charles Schwab Corporation
+2.73%
+$6,504.96 
AMAT Applied Materials, Inc.
+2.64%
+$46,912.71 
GS The Goldman Sachs Group, Inc.
+2.61%
+$16,945.81 
STRL Sterling Infrastructure, Inc.
+2.5%
+$15,330 
T AT&T Inc.
+2.48%
+$13,915.41 
VZ Verizon Communications Inc.
+2.46%
+$15,881.25 
JPM JPMorgan Chase & Co.
+2.3%
+$104,675.7 
CMCSA Comcast Corp
+2.23%
+$5,129.04 
RCL Royal Caribbean Group
+2.19%
+$12,450.4 
AXP American Express Company
+2.18%
+$14,803.52 
NUE Nucor Corporation
+2.09%
+$13,668.6 
SYK Stryker Corporation
+2.09%
+$9,117.02 
PM Philip Morris International Inc.
+2.01%
+$20,905.17 
TGT Target Corporation
+1.94%
+$7,374.8 
TFC Truist Financial Corporation
+1.91%
+$14,717.81 
OXY Occidental Petroleum Corporation
+1.9%
+$5,412.15 
TSLA Tesla, Inc.
+1.88%
+$79,245.4 
FIX Comfort Systems USA, Inc.
+1.87%
+$13,299.82 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$8,219.67 
ETHO Amplify Etho Climate Leadership U.S. ETF
+1.78%
+$11,292.34 
TMUS T-Mobile US, Inc.
+1.78%
+$4,332.84 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$14,735.13 
WELL Welltower Inc.
+1.68%
+$6,233.98 
ACN Accenture plc Class A
+1.64%
+$4,151.1 
VRT Vertiv Holdings Co
+1.63%
+$6,765.75 
WFC Wells Fargo & Company
+1.62%
+$6,707.04 
UNP Union Pacific Corporation
+1.58%
+$7,488.5 
RYAAY Ryanair Holdings plc American Depositary Receipt
+1.58%
+$3,381.18 
LIN Linde plc
+1.58%
+$5,479.62 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$11,114.28 
BX Blackstone Inc.
+1.57%
+$3,249 
BLK BlackRock, Inc.
+1.56%
+$4,387.13 
DE Deere & Company
+1.55%
+$10,166 
EXC Exelon Corporation
+1.54%
+$3,229.8 
BAC Bank of America Corporation
+1.52%
+$28,698.6 
CVS CVS Health Corporation
+1.49%
+$15,742.5 
CAT Caterpillar Inc.
+1.49%
+$21,434.64 
COF Capital One Financial Corporation
+1.47%
+$2,945.32 
AWK American Water Works Company, Inc.
+1.45%
+$3,019.08 
COP ConocoPhillips
+1.39%
+$4,091.14 
XLF Financial Select Sector SPDR Fund
+1.39%
+$6,415.24 
SPGI S&P Global Inc.
+1.36%
+$4,636.08 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$3,981.46 
QSR Restaurant Brands International Inc.
+1.33%
+$4,290.44 
NEE NextEra Energy, Inc.
+1.3%
+$6,802.38 
ABBV AbbVie Inc.
+1.3%
+$16,895.34 
C Citigroup Inc.
+1.24%
+$6,131.12 
HLT Hilton Worldwide Holdings Inc.
+1.21%
+$6,484.1 
IXG iShares Global Financials ETF
+1.21%
+$13,046.86 
GNR SPDR S&P Global Natural Resources ETF
+1.19%
+$4,040.9 
LRCX Lam Research Corporation
+1.18%
+$20,042.88 
ITW Illinois Tool Works Inc.
+1.16%
+$2,446.08 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$33,418.58 
CI The Cigna Group
+1.12%
+$3,680.72 
ICE Intercontinental Exchange, Inc.
+1.09%
+$2,617.92 
ABNB Airbnb, Inc.
+1.08%
+$5,119.71 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$3,527.16 
NSC Norfolk Southern Corporation
+1.07%
+$2,916.11 
JNJ Johnson & Johnson
+1.05%
+$28,147.5 
V Visa Inc. Class A
+1.05%
+$22,935.86 
ATO Atmos Energy Corporation
+1.03%
+$3,224.72 
MPC Marathon Petroleum Corporation
+1.03%
+$9,964.24 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,775.07 
ORLY O'Reilly Automotive Inc.
+1%
+$2,378.71 
IJR iShares Core S&P Small-Cap ETF
+1%
+$230,420.76 
VO Vanguard Mid-Cap ETF
+0.97%
+$5,956.7 
VONV Vanguard Russell 1000 Value Index Fund
+0.96%
+$220,878.92 
APH Amphenol Corporation
+0.95%
+$3,400.25 
VNQ Vanguard Real Estate ETF
+0.95%
+$8,075.25 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$2,621.4 
VTV Vanguard Value ETF
+0.94%
+$5,520.14 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$29,622.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$51,324.49 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$7,553.24 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$6,735.47 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$3,932.96 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$12,382.5 
IWM iShares Russell 2000 ETF
+0.9%
+$8,218.94 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$6,105.11 
JAVA JPMorgan Active Value ETF
+0.9%
+$329,955.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$7,344.83 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$4,944.57 
MVIS Microvision Inc.
+0.86%
+$40.3 
PG Procter & Gamble Co
+0.85%
+$8,693.39 
TRMB Trimble Inc.
+0.84%
+$1,913.94 
REET iShares Global REIT ETF
+0.83%
+$123,680.66 
GE General Electric Company
+0.81%
+$29,875.39 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$48,177.87 
BKNG Booking Holdings Inc.
+0.81%
+$1,419 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$5,696.69 
PCAR PACCAR Inc.
+0.8%
+$2,050.14 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$239,272.8 
CVX Chevron Corporation
+0.75%
+$12,682.51 
FE FirstEnergy Corp.
+0.75%
+$5,832.4 
SNA Snap-on Inc.
+0.75%
+$1,918.07 
BUD Anheuser-Busch InBev S.A. ADR
+0.75%
+$2,389.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$19,752.45 
SBUX Starbucks Corporation
+0.74%
+$1,868.08 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.74%
+$9,136.4 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$189,701.22 
HD The Home Depot, Inc.
+0.73%
+$12,095.74 
VB Vanguard Small-Cap ETF
+0.73%
+$4,330.08 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$1,978.96 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$10,718.22 
COST Costco Wholesale Corporation
+0.72%
+$12,854.61 
UNH UnitedHealth Group Incorporated
+0.71%
+$7,214.36 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$7,426.13 
RWO SPDR Dow Jones Global Real Estate ETF
+0.71%
+$16,539.81 
MA Mastercard Incorporated
+0.7%
+$7,376.62 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$31,245.54 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1,794.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$9,335.7 
PHO Invesco Water Resources ETF
+0.68%
+$5,368.5 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$4,587.45 
IGF iShares Global Infrastructure ETF
+0.67%
+$106,883.55 
MS Morgan Stanley
+0.66%
+$2,671.2 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.66%
+$1,835.2 
YUM Yum! Brands, Inc.
+0.65%
+$1,485 
WMB The Williams Companies, Inc.
+0.65%
+$3,644.2 
EMR Emerson Electric Co.
+0.64%
+$1,880.97 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$14,754.61 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$26,732.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$4,801 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$6,870.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$209,394.03 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.6%
+$5,481.48 
VGT Vanguard Information Technology ETF
+0.6%
+$7,879.2 
MAIN Main Street Capital Corporation
+0.6%
+$2,020.27 
CMI Cummins Inc.
+0.59%
+$1,694.54 
IVV iShares Core S&P 500 ETF
+0.58%
+$23,413.57 
VOO Vanguard S&P 500 ETF
+0.58%
+$16,679 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$32,109.85 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,637.55 
GOOGL Alphabet Inc
+0.56%
+$47,624.24 
HON Honeywell International Inc.
+0.55%
+$5,119.51 
IWB iShares Russell 1000 ETF
+0.55%
+$7,592.4 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$1,810.48 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$9,344.86 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$6,791.4 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$6,270.6 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$87,368.4 
BBJP JPMorgan BetaBuilders Japan Fund
+0.47%
+$2,685.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$3,178.87 
VT Vanguard Total World Stock ETF
+0.46%
+$145,339.92 
GOOG Alphabet Inc
+0.46%
+$47,761.72 
URI United Rentals, Inc.
+0.45%
+$2,739.45 
WMT Walmart Inc.
+0.45%
+$6,539.45 
BBCA JPMorgan BetaBuilders Canada ETF
+0.45%
+$1,617.3 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$987.48 
PGR Progressive Corporation
+0.43%
+$27,738.8 
CSX CSX Corporation
+0.43%
+$3,059.42 
IXUS iShares Core International Stock ETF
+0.43%
+$4,172.98 
ACWI iShares MSCI ACWI ETF
+0.41%
+$2,069.76 
MGC Vanguard Mega Cap ETF
+0.41%
+$899.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$4,589.2 
DG Dollar General Corporation
+0.4%
+$1,544.68 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,462.28 
FAST Fastenal Co.
+0.39%
+$1,086.48 
BMY Bristol-Myers Squibb Company
+0.39%
+$2,999.92 
PEP PepsiCo, Inc.
+0.38%
+$4,512.24 
GD General Dynamics Corporation
+0.35%
+$846.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$8,845.5 
AME Ametek Inc.
+0.34%
+$1,867.32 
AMGN Amgen Inc.
+0.34%
+$2,215.52 
WEC WEC Energy Group Inc.
+0.33%
+$1,045.62 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$1,302.99 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$21,282.17 
TTE TotalEnergies SE
+0.32%
+$1,704.92 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$957.18 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.32%
+$835.05 
SAP SAP SE Sponsored ADR
+0.31%
+$908.82 
WM Waste Management, Inc.
+0.29%
+$953.61 
MMM 3M Company
+0.29%
+$1,779.28 
XOM Exxon Mobil Corporation
+0.29%
+$18,208.7 
SCHF Schwab International Equity ETF
+0.29%
+$78,984.88 
BBEU JPMorgan BetaBuilders Europe Fund
+0.27%
+$917.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$562.34 
ADP Automatic Data Processing Inc.
+0.23%
+$848.13 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,884.42 
VUG Vanguard Growth ETF
+0.22%
+$12,847.8 
CARR Carrier Global Corporation
+0.21%
+$1,069.5 
TRV The Travelers Companies, Inc.
+0.21%
+$477.55 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$4,634 
JPIB JPMorgan International Bond ETF
+0.19%
+$82,523.52 
NVDA NVIDIA Corporation
+0.18%
+$27,422.55 
BNDX Vanguard Total International Bond ETF
+0.17%
+$2,177.44 
PFE Pfizer Inc.
+0.15%
+$1,140.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$23,681.35 
STE STERIS plc
+0.15%
+$1,724.22 
SHW The Sherwin-Williams Company
+0.14%
+$1,305.42 
GWW W.W. Grainger, Inc.
+0.14%
+$662.31 
MSFT Microsoft Corp.
+0.13%
+$15,157.48 
TRP TC Energy Corporation
+0.12%
+$545.11 
AB AllianceBernstein Holding L.P.
+0.11%
+$307.12 
EA Electronic Arts Inc.
+0.11%
+$377.74 
CB Chubb Limited
+0.11%
+$745.52 
CW Curtiss-Wright Corporation
+0.1%
+$388.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$30,752.75 
KO The Coca-Cola Company
+0.1%
+$825.92 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$1,467.96 
IAU iShares Gold Trust
+0.09%
+$577.92 
PH Parker-Hannifin Corporation
+0.09%
+$575.12 
AES AES Corporation
+0.07%
+$212.79 
CL Colgate-Palmolive Company
+0.07%
+$230.34 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$410.1 
GLD SPDR Gold Shares
+0.06%
+$810.25 
FDX FedEx Corporation
+0.05%
+$195.66 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$1,812.1 
FBCG Fidelity Blue Chip Growth Fund
+0.05%
+$311.85 
ORCL Oracle Corporation
+0.05%
+$643.07 
TJX The TJX Companies, Inc.
+0.05%
+$303.04 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$527.04 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,774.95 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$908.42 
PANW Palo Alto Networks, Inc.
+0.03%
+$276.23 
JPIE JPMorgan Income ETF
+0.01%
+$44.41 
TIP iShares TIPS Bond ETF
+0.01%
+$20.14 
FBOT Fidelity Disruptive Automation ETF
0%
+$54.72 
AON Aon plc
0%
+$3.27 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
JCI
0%
$0 
WEN The Wendy's Company
0%
$0 
ADBE Adobe Inc.
-6.71%
-$13,764.53 
ADSK Autodesk, Inc.
-3.47%
-$9,074.94 
SNDL Sundial Growers Inc.
-2.74%
-$800 
LLY Eli Lilly and Company
-2.41%
-$52,191.89 
PLTR Palantir Technologies Inc.
-2.35%
-$39,325.47 
NKE Nike, Inc. - Class B
-2.32%
-$5,992.76 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$27,845.75 
ULTA Ulta Beauty Inc.
-1.85%
-$4,312.98 
ABT Abbott Laboratories
-1.68%
-$13,561.31 
HEI-A HEICO Corporation
-1.59%
-$6,870.78 
LMT Lockheed Martin Corporation
-1.54%
-$6,244.54 
AAPL Apple Inc.
-1.52%
-$329,449.5 
MU Micron Technology, Inc.
-1.42%
-$23,930.1 
MRK Merck & Co., Inc.
-1.41%
-$17,817.25 
LHX L3Harris Technologies, Inc.
-1.39%
-$5,711.56 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$5,103.42 
AMZN Amazon.com Inc
-1.23%
-$81,041.84 
AMT American Tower Corporation
-1.19%
-$7,919.04 
NFLX Netflix, Inc.
-1.14%
-$8,598.78 
UBER Uber Technologies, Inc.
-1.12%
-$2,247.18 
DBC Invesco DB Commodity Index Tracking Fund
-1.04%
-$3,750 
TXT Textron Inc.
-1.01%
-$4,275 
IBM International Business Machines Corporation
-0.97%
-$17,411.14 
AVGO Broadcom Inc.
-0.94%
-$47,175.97 
SPOT Spotify Technology S.A.
-0.85%
-$2,355.89 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$29,611.9 
NOW ServiceNow, Inc.
-0.84%
-$1,600.8 
CSCO Cisco Systems, Inc.
-0.6%
-$11,530.35 
BSX Boston Scientific Corporation
-0.59%
-$1,015 
ICOW Pacer Developed Markets International ETF
-0.59%
-$2,494.18 
NVS Novartis AG Sponsored ADR
-0.58%
-$1,571.4 
ETN Eaton Corporation plc
-0.55%
-$2,831.83 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,674.4 
BWA BorgWarner Inc.
-0.44%
-$1,517.67 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$928.61 
NOC Northrop Grumman Corporation
-0.4%
-$2,428.71 
RPM RPM International Inc.
-0.36%
-$1,280.37 
MRVL Marvell Technology, Inc.
-0.36%
-$2,464.4 
DHR Danaher Corporation
-0.35%
-$1,879.92 
RTX RTX Corporation
-0.33%
-$5,383.86 
SJM The J.M. Smucker Company
-0.32%
-$1,030.45 
DIS The Walt Disney Company
-0.31%
-$1,952.38 
CRM Salesforce Inc
-0.25%
-$1,159.07 
META Meta Platforms Inc Class A
-0.23%
-$5,608.16 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$546.75 
MDT Medtronic plc
-0.21%
-$946.73 
GILD Gilead Sciences Inc.
-0.21%
-$686.4 
GRMN Garmin Ltd.
-0.18%
-$850.5 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$508.67 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$509.1 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.16%
-$17,724.16 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$418.77 
TDG TransDigm Group Inc.
-0.14%
-$311.52 
VHT Vanguard Health Care ETF
-0.13%
-$601.23 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$454.58 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$334.42 
LOW Lowe's Companies Inc.
-0.1%
-$443.74 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.09%
-$873.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,003.27 
EPD Enterprise Products Partners L.P.
-0.07%
-$1,154.58 
INTU Intuit Inc.
-0.07%
-$512.82 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$199.72 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$12,610.26 
IBIT iShares Bitcoin Trust
-0.03%
-$66.11 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.02%
-$73.5 
MCD McDonald's Corporation
-0.02%
-$119.76 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$74.08 
MUB iShares National Muni Bond ETF
-0.01%
-$175.71 Events
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Dividends
Dividend Analysis
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| Trades 2649 | Longs Won 1866/2649 70% | Profit Factor 10.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,608.75 |
| Average Win $118,994.43 | Best Trade (Jun 12) $9.48M | Sharpe Ratio -2.52 |
| Average Loss -$26,937.21 | Worst Trade (Sep 30) -$4.31M | Z-Score 22.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $75,859.48 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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Option values are updated at end of day.
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