CK
Christian Keedy Portfolio
Invests via Guardian Wealth Advisors LLC / Nc | Managed by Christian Keedy, Michael Hensley, Todd Misenheimer, Rand Millwood, Russell Smith, Greg Rhinehardt, Marissa Pratt, Maddy Carlson
Invests via Guardian Wealth Advisors LLC / Nc
Managed by Christian Keedy, Michael Hensley, Todd Misenheimer, Rand Millwood, Russell Smith, Greg Rhinehardt, Marissa Pratt, Maddy Carlson
Automatically Tracked
Christian Keedy Profile
Christian Keedy has built a robust career as a technology commercialization leader, focusing on bridging innovative products to market success. With extensive experience in developing and scaling tech-based ventures, he brings significant expertise in aligning product development with consumer demand. His leadership extends across various startups and established firms where he has orchestrated successful go-to-market strategies and partnerships. Keedy's background encompasses diverse sectors, including software and digital solutions, positioning him as a pivotal figure for organizations seeking transformative growth through technological advancement.
Christian Keedy has built a robust career as a technology commercialization leader, focusing on bridging innovative products to market success. With extensive experience in developing and scaling tech-based ventures, he brings significant expertise in aligning product development with consumer demand. His leadership extends across various startups and established firms where he has orchestrated successful go-to-market strategies and partnerships. Keedy's background encompasses diverse sectors, including software and digital solutions, positioning him as a pivotal figure for organizations seeking transformative growth through technological advancement.
Investment Philosophy & Strategy
Innovation plays a central role in shaping Christian Keedy's investment approach. With a rich history in technology commercialization, his strategies focus on identifying startups poised to disrupt conventional markets. Emphasizing scalability and strategic market fit, he carefully evaluates ventures that harness emerging technologies to fulfill evolving consumer needs. This perspective allows him to leverage operational expertise while fostering partnerships that enhance growth trajectories. His commitment to guiding businesses through pivotal transitions enables the realization of value-driven innovations.
Innovation plays a central role in shaping Christian Keedy's investment approach. With a rich history in technology commercialization, his strategies focus on identifying startups poised to disrupt conventional markets. Emphasizing scalability and strategic market fit, he carefully evaluates ventures that harness emerging technologies to fulfill evolving consumer needs. This perspective allows him to leverage operational expertise while fostering partnerships that enhance growth trajectories. His commitment to guiding businesses through pivotal transitions enables the realization of value-driven innovations.
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:
25.12%
Gain +1.34%
Monthly
0.44%
Yearly
5.37%
Drawdown
15.25%
$1.67B
Equity
Holdings
$1.67B
Investment
$1.24B
$437.92M
Profit +$26.58M
Realized
$4.35M
Unrealized
$433.57M
Dividends
$75.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.34%
Profit
$26.58M
Win %
76%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$16.68M
Win %
76%
This Month
Compared to last month
Gain
-1.17%
Profit
-$19.8M
Win %
76%
This Year
Compared to last year
Gain
6.87%
Profit
$107.53M
Win %
76%
PGEN Precigen Inc.
+16.2%
+$27,971.37 
LRCX Lam Research Corporation
+12.77%
+$231,064.2 
MU Micron Technology, Inc.
+11.51%
+$559,756.84 
AMAT Applied Materials, Inc.
+11.4%
+$185,221.51 
TQQQ ProShares UltraPro QQQ
+9.97%
+$55,688.82 
ASML ASML Holding N.V. New York Registry Shares
+9.69%
+$72,227.13 
INTC Intel Corporation
+9.4%
+$109,241.53 
AMD Advanced Micro Devices, Inc.
+8.14%
+$270,147.42 
RKT Rocket Companies, Inc. Class A
+7.46%
+$17,146.03 
DAL Delta Air Lines, Inc.
+7.15%
+$29,319.2 
JBL Jabil Inc.
+7.04%
+$25,564.6 
CRWD CrowdStrike Holdings, Inc.
+6.83%
+$28,402.09 
PSLV Sprott Physical Silver Trust
+6.46%
+$175,162.99 
HON Honeywell International Inc.
+6.38%
+$33,467.58 
QCOM QUALCOMM Incorporated
+6.22%
+$74,550.3 
FRDM Freedom 100 Emerging Markets ETF
+5.94%
+$2.5M 
BA Boeing Company
+5.81%
+$59,948.1 
SLV iShares Silver Trust
+5.68%
+$35,975.87 
OC Owens Corning
+5.64%
+$64,900 
UFOX Defiance Connective Technologies ETF
+5.5%
+$131,972.37 
TXN Texas Instruments Inc
+5.44%
+$38,508.93 
GD General Dynamics Corporation
+5.41%
+$16,660.35 
MIST Milestone Pharmaceuticals Inc.
+5.33%
+$17,108 
GLW Corning Incorporated
+5.25%
+$25,286.94 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.11%
+$119,446.24 
PWR Quanta Services Inc.
+5.08%
+$249,107.1 
XCEM Columbia EM Core ex-China ETF
+5.04%
+$416,606.68 
ADI Analog Devices, Inc.
+5.02%
+$16,508.6 
DHI D.R. Horton, Inc.
+5.02%
+$14,094.4 
AMGN Amgen Inc.
+4.91%
+$25,284.48 
CAT Caterpillar Inc.
+4.67%
+$164,317.92 
IXN iShares Global Tech ETF
+4.66%
+$33,754.07 
TSLA Tesla, Inc.
+4.64%
+$585,285.9 
ROIV Roivant Sciences Ltd
+4.63%
+$12,751.56 
EME EMCOR Group, Inc.
+4.59%
+$16,313.97 
CEF Sprott Physical Gold and Silver Trust
+4.56%
+$16,015.86 
PHM PulteGroup Inc.
+4.55%
+$11,631.62 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$47,408.16 
LMT Lockheed Martin Corporation
+4.42%
+$27,712.72 
NXTG First Trust Indxx NextG ETF
+4.29%
+$26,899.84 
NKE Nike, Inc. - Class B
+4.22%
+$9,447.51 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$6,294.41 
GEV GE Vernova Inc.
+4.2%
+$15,737.76 
GE General Electric Company
+4.19%
+$29,189.18 
DG Dollar General Corporation
+4.08%
+$8,746.52 
NUE Nucor Corporation
+4.08%
+$23,148.3 
EFG iShares MSCI EAFE Growth ETF
+3.95%
+$26,915.91 
NVS Novartis AG Sponsored ADR
+3.92%
+$15,851.4 
RTX RTX Corporation
+3.76%
+$60,061.65 
SCHF Schwab International Equity ETF
+3.71%
+$23,851.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$1.41M 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+3.67%
+$10,058.68 
AVGO Broadcom Inc.
+3.64%
+$523,022.73 
EMR Emerson Electric Co.
+3.62%
+$21,248.64 
SBUX Starbucks Corporation
+3.6%
+$21,226.9 
GILD Gilead Sciences Inc.
+3.6%
+$13,656.25 
TGT Target Corporation
+3.51%
+$11,678.01 
FNDF Schwab Fundamental International Large Company Index ETF
+3.46%
+$93,836.54 
SCHA Schwab U.S. Small-Cap ETF
+3.45%
+$21,365.85 
IXUS iShares Core International Stock ETF
+3.45%
+$31,046.4 
C Citigroup Inc.
+3.42%
+$16,625.76 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$216,438.48 
VGT Vanguard Information Technology ETF
+3.38%
+$72,808 
IYW iShares U.S. Technology ETF
+3.37%
+$16,332.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$245,186.16 
GS The Goldman Sachs Group, Inc.
+3.24%
+$80,207.13 
ARKK ARK Innovation ETF Fund
+3.23%
+$10,990.51 
ANET Arista Networks, Inc.
+3.22%
+$12,497.71 
QS QuantumScape Corp
+3.21%
+$2,392.2 
QQQM Invesco NASDAQ 100 ETF
+3.21%
+$43,953.79 
IEV iShares Europe ETF
+3.19%
+$24,328.85 
GLD SPDR Gold Shares
+3.17%
+$41,248.28 
VMI Valmont Industries, Inc.
+3.14%
+$97,972.01 
VTWO Vanguard Russell 2000 ETF
+3.07%
+$7,437.5 
PHYS Sprott Physical Gold Trust
+3.05%
+$87,610.82 
IWM iShares Russell 2000 ETF
+3.05%
+$7,859.86 
IEFA iShares Core MSCI EAFE ETF
+3.03%
+$43,792 
GDLC Grayscale Digital Large Cap Fund LLC
+3.02%
+$4,638.64 
SCHM Schwab U.S. Mid-Cap ETF
+2.96%
+$13,684.77 
MS Morgan Stanley
+2.91%
+$14,982.93 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.88%
+$105,347.92 
LHX L3Harris Technologies, Inc.
+2.87%
+$10,579.2 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.81%
+$6,460.37 
BITB Bitwise Bitcoin ETF
+2.75%
+$5,328.93 
CARR Carrier Global Corporation
+2.75%
+$11,120.89 
DFAI Dimensional International Core Equity Market ETF
+2.75%
+$380,336.53 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.75%
+$6,337.36 
IBIT iShares Bitcoin Trust
+2.74%
+$6,011.51 
RDVY First Trust Rising Dividend Achievers ETF
+2.74%
+$1.33M 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.7%
+$6,786 
CGGR Capital Group Growth ETF
+2.67%
+$181,396.46 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$7,445.25 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.63%
+$270,706.39 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$342,900.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$15,181.61 
CSCO Cisco Systems, Inc.
+2.56%
+$62,648.32 
VB Vanguard Small-Cap ETF
+2.54%
+$67,935.51 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$22,499.29 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$48,514.38 
COF Capital One Financial Corporation
+2.5%
+$6,719.5 
MDY SPDR S&P MidCap 400 ETF Trust
+2.5%
+$6,333.59 
HD The Home Depot, Inc.
+2.5%
+$137,083.83 
TT Trane Technologies plc
+2.48%
+$9,533.25 
LOW Lowe's Companies Inc.
+2.44%
+$26,352.48 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$27,847.21 
APH Amphenol Corporation
+2.41%
+$48,880.8 
BMY Bristol-Myers Squibb Company
+2.41%
+$6,508.38 
SPEM SPDR Portfolio Emerging Markets ETF
+2.36%
+$10,660.02 
NVDA NVIDIA Corporation
+2.33%
+$943,724.83 
CVS CVS Health Corporation
+2.32%
+$6,258.53 
PFE Pfizer Inc.
+2.29%
+$22,860.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.27%
+$6,371.69 
LLY Eli Lilly and Company
+2.27%
+$129,313.86 
IWR iShares Russell Mid-Cap ETF
+2.24%
+$22,877.84 
CSQ Calamos Strategic Total Return Fund
+2.23%
+$9,986.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.22%
+$6,163.08 
CSX CSX Corporation
+2.17%
+$7,426.95 
CGDV Capital Group Dividend Value ETF
+2.08%
+$1.23M 
SHOP Shopify Inc.
+2.08%
+$9,904.5 
EPRX Eupraxia Pharmaceuticals Inc.
+2.03%
+$1,200 
AADR Advisorshares Dorsey Wright ADR ETF
+2.02%
+$3,781.6 
IWD iShares Russell 1000 Value ETF
+2%
+$31,296.8 
GM General Motors Company
+1.97%
+$7,661.16 
BKNG Booking Holdings Inc.
+1.96%
+$5,906.25 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.95%
+$5,628.65 
TFC Truist Financial Corporation
+1.93%
+$73,218.24 
DIS The Walt Disney Company
+1.92%
+$9,776.31 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.91%
+$11,552.98 
SCHB Schwab U.S. Broad Market ETF
+1.91%
+$7,491.07 
IGRO iShares International Dividend Growth ETF
+1.9%
+$11,677.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$278,132.94 
AVUV Avantis U.S. Small Cap Value ETF
+1.9%
+$9,311.14 
VUG Vanguard Growth ETF
+1.89%
+$23,510.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$129,404.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.87%
+$67,684.65 
VO Vanguard Mid-Cap ETF
+1.85%
+$105,053.48 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$35,832.83 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$305,016.53 
AXP American Express Company
+1.79%
+$16,090.06 
DUBS Aptus Large Cap Enhanced Yield ETF
+1.79%
+$328,034.28 
IWB iShares Russell 1000 ETF
+1.78%
+$69,412.42 
SCHK Schwab 1000 Index ETF
+1.77%
+$49,534.9 
IVV iShares Core S&P 500 ETF
+1.77%
+$314,346.08 
VOO Vanguard S&P 500 ETF
+1.77%
+$1.14M 
VRTX Vertex Pharmaceuticals Incorporated
+1.77%
+$8,108.11 
NOC Northrop Grumman Corporation
+1.74%
+$4,158 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.73%
+$177,002.95 
CEG Constellation Energy Corporation
+1.72%
+$2,931.51 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+1.7%
+$486,130.32 
SCHX Schwab U.S. Large-Cap ETF
+1.7%
+$1.27M 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.7%
+$353,644.2 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$11,677.28 
VTV Vanguard Value ETF
+1.69%
+$16,928.99 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$132,900.39 
MTB M&T Bank Corporation
+1.66%
+$4,151.53 
ESGU iShares ESG Aware MSCI USA ETF
+1.65%
+$4,003.36 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+1.62%
+$10,980.42 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$8,229.37 
VONE Vanguard Russell 1000 ETF
+1.61%
+$7,235.16 
DE Deere & Company
+1.6%
+$6,927.44 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$6,758.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.6%
+$6,654.9 
VONG Vanguard Russell 1000 Growth Fund
+1.56%
+$98,059.5 
REGN Regeneron Pharmaceuticals, Inc.
+1.54%
+$4,115.46 
AMZN Amazon.com Inc
+1.54%
+$198,748.98 
MET MetLife Inc.
+1.53%
+$9,794.4 
JPM JPMorgan Chase & Co.
+1.53%
+$139,492.14 
EDOW First Trust Dow 30 Equal Weight ETF
+1.52%
+$54,940.35 
MRK Merck & Co., Inc.
+1.44%
+$16,768.3 
AAPL Apple Inc.
+1.41%
+$461,315.74 
USB U.S. Bancorp
+1.37%
+$4,767.36 
UBER Uber Technologies, Inc.
+1.32%
+$4,360.29 
LIN Linde plc
+1.29%
+$7,156.96 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$80,323.38 
PRU Prudential Financial, Inc.
+1.25%
+$2,355.16 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.25%
+$1,196.81 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.22%
+$64,105.19 
ACIO Aptus Collared Investment Opportunity ETF
+1.18%
+$2.34M 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.15%
+$27,097.46 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$24,664.05 
URI United Rentals, Inc.
+1.12%
+$6,438.97 
BAC Bank of America Corporation
+1.07%
+$23,798.38 
PLD Prologis Inc.
+1.07%
+$4,341.48 
IBM International Business Machines Corporation
+1.05%
+$5,250.98 
MCD McDonald's Corporation
+0.98%
+$11,216.68 
JEPI JPMorgan Equity Premium Income Fund
+0.97%
+$108,487.84 
OSCV Opus Small Cap Value ETF
+0.97%
+$625,602.51 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.93%
+$4,487.31 
CTAS Cintas Corporation
+0.92%
+$4,367.3 
DGRO iShares Core Dividend Growth ETF
+0.91%
+$44,586.92 
BUFR FT Vestladder Buffer ETF-USD I
+0.89%
+$469,651.52 
FNB F.N.B. Corporation
+0.88%
+$6,109.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$4,630.36 
OCTB Aptus October Buffer ETF
+0.86%
+$10,152.43 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$6,123 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$3,498.07 
GOOG Alphabet Inc
+0.76%
+$46,087.6 
DRSK Aptus Defined Risk ETF
+0.74%
+$936,125.48 
BN Brookfield Corporation
+0.74%
+$1,553.31 
JANB Aptus January Buffer ETF
+0.73%
+$15,894.82 
PLTR Palantir Technologies Inc.
+0.71%
+$8,129.04 
LQTI FT Vest Investment Grade & Target Income ETF
+0.71%
+$258,278.54 
BLK BlackRock, Inc.
+0.7%
+$6,492.37 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$2,540.42 
RY Royal Bank of Canada
+0.68%
+$7,802.82 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$3,381.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$4,725.69 
MBB iShares MBS ETF
+0.66%
+$13,382.7 
APD Air Products and Chemicals, Inc.
+0.65%
+$2,268.89 
FTCS First Trust Capital Strength ETF
+0.65%
+$23,990.69 
JKJ iShares Morningstar Small-Cap ETF
+0.63%
+$1,804.62 
UFEB Innovator U.S. Equity Ultra ETF
+0.62%
+$1,733.75 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.62%
+$18,891.29 
REET iShares Global REIT ETF
+0.62%
+$3,373.65 
DVY iShares Select Dividend ETF
+0.61%
+$7,810.58 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$165,811.58 
DFCF Dimensional Core Fixed Income ETF
+0.61%
+$29,137.46 
FBND Fidelity Total Bond ETF
+0.6%
+$14,566.5 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$2,869.42 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$2,209.72 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$1,414.73 
UNP Union Pacific Corporation
+0.56%
+$5,771.22 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.56%
+$9,902.25 
DMBS DoubleLine Mortgage ETF
+0.55%
+$1,300.86 
MKL Markel Group Inc.
+0.55%
+$2,597.42 
BKAG BNY Mellon Core Bond ETF
+0.54%
+$18,799.42 
AJG Arthur J. Gallagher & Co.
+0.52%
+$1,075.25 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$1,659.51 
ABT Abbott Laboratories
+0.51%
+$2,997.54 
USMV iShares MSCI USA Min Vol Factor ETF
+0.5%
+$16,536.17 
WFC Wells Fargo & Company
+0.48%
+$3,676.66 
NSC Norfolk Southern Corporation
+0.47%
+$5,691.29 
UMBF UMB Financial Corporation
+0.46%
+$1,221.22 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$1,882.12 
DBND DoubleLine Opportunistic Bond ETF
+0.42%
+$58,078.88 
VZ Verizon Communications Inc.
+0.41%
+$2,041.74 
TMUS T-Mobile US, Inc.
+0.38%
+$837.8 
APRB Aptus April Buffer ETF
+0.38%
+$3,953.32 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.35%
+$781.9 
GOOGL Alphabet Inc
+0.35%
+$54,713.75 
FCNCA First Citizens BancShares, Inc.
+0.34%
+$9,056.32 
ISRG Intuitive Surgical, Inc.
+0.28%
+$2,896.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$1,867.92 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.27%
+$7,927.4 
GJUL FT Vest US Equity Moderate Class B
+0.24%
+$945 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.24%
+$1,845 
MUB iShares National Muni Bond ETF
+0.23%
+$4,073.5 
SKYY First Trust Cloud Computing ETF
+0.21%
+$2,345.84 
CGSD Capital Group Short Duration Income ETF
+0.19%
+$1,432.5 
AIG American International Group Inc.
+0.19%
+$519.96 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$953.82 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$582.03 
JUCY Aptus Enhanced Yield ETF
+0.16%
+$22,718.85 
TRV The Travelers Companies, Inc.
+0.15%
+$1,254.13 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.15%
+$1,719.93 
D Dominion Energy, Inc.
+0.14%
+$723.87 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$16,002.2 
MDT Medtronic plc
+0.1%
+$237.84 
XJUL FT Vest US Equity Enhanced Fund
+0.1%
+$234.6 
GIS General Mills, Inc.
+0.09%
+$413.1 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$3,192.66 
TJX The TJX Companies, Inc.
+0.07%
+$322.85 
ABBV AbbVie Inc.
+0.06%
+$1,693.02 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$591.12 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$1,684.65 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$1,423.15 
PKST Peakstone Realty Trust
+0.05%
+$118.76 
JNJ Johnson & Johnson
+0.05%
+$1,118.6 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$122.25 
CMCSA Comcast Corp
+0.04%
+$73.58 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$1,715.03 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$291.4 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$575.37 
HAL Halliburton Company
+0.01%
+$38.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$23.72 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$41.79 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$67.64 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
BEMO Aptus Behavioral Momentum ETF
0%
$0 
BOMN Boston Omaha Corporation
0%
$0 
BPRE
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DDFS
0%
$0 
FSSL
0%
$0 
JULB
0%
$0 
KHPI
0%
$0 
LH
0%
$0 
ORCL Oracle Corporation
-8.32%
-$186,115.21 
ADBE Adobe Inc.
-6.4%
-$11,160.18 
COP ConocoPhillips
-3.7%
-$22,009.08 
CHE Chemed Corporation
-3%
-$53,217.9 
SPGI S&P Global Inc.
-2.93%
-$5,368.55 
NOW ServiceNow, Inc.
-2.78%
-$32,697.78 
XOM Exxon Mobil Corporation
-2.71%
-$67,353.48 
FANG Diamondback Energy Inc
-2.6%
-$77,508.48 
INTU Intuit Inc.
-2.58%
-$3,342.48 
WM Waste Management, Inc.
-2.36%
-$16,356.68 
MO Altria Group, Inc.
-2.34%
-$7,175.16 
CRM Salesforce Inc
-2.24%
-$17,840.42 
ADP Automatic Data Processing Inc.
-2.22%
-$6,168.01 
FIG Figma Inc. Class A Common Stock
-2.2%
-$5,670.23 
BSX Boston Scientific Corporation
-2.18%
-$3,898.22 
CVX Chevron Corporation
-2.08%
-$32,276.48 
MCO Moody's Corporation
-2.07%
-$6,812.92 
RSG Republic Services, Inc.
-1.84%
-$4,605.98 
MSFT Microsoft Corp.
-1.81%
-$300,225.22 
PAYX Paychex Inc.
-1.71%
-$3,716.04 
ALL Allstate Corporation
-1.71%
-$5,699.61 
ACN Accenture plc Class A
-1.56%
-$8,530.51 
KMI Kinder Morgan, Inc.
-1.51%
-$5,033.28 
AMT American Tower Corporation
-1.48%
-$28,752.16 
DHR Danaher Corporation
-1.32%
-$3,258.63 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$6,954.99 
MDLZ Mondelez International, Inc.
-1.28%
-$4,272.2 
BR Broadridge Financial Solutions, Inc.
-1.22%
-$26,243.19 
VLO Valero Energy Corporation
-1.22%
-$6,060.6 
IXC iShares Global Energy ETF
-1.17%
-$10,305.28 
KO The Coca-Cola Company
-1.16%
-$15,999.18 
MPC Marathon Petroleum Corporation
-1.13%
-$7,044.6 
V Visa Inc. Class A
-1.13%
-$79,157.33 
AKRE Akre Focus ETF
-1.12%
-$33,459.54 
PM Philip Morris International Inc.
-1.07%
-$8,034.04 
SNPS Synopsys, Inc.
-1.04%
-$3,782.62 
SYK Stryker Corporation
-1.02%
-$3,741.44 
CPRT Copart Inc.
-1%
-$17,723.16 
PGR Progressive Corporation
-0.97%
-$27,755.64 
NFLX Netflix, Inc.
-0.89%
-$6,847.4 
ATO Atmos Energy Corporation
-0.85%
-$2,008.8 
CB Chubb Limited
-0.85%
-$3,141.57 
CPHC Canterbury Park Holding Corporation
-0.82%
-$5,418.66 
BNL Broadstone Net Lease Inc.
-0.81%
-$3,255.16 
SO The Southern Company
-0.77%
-$8,943.8 
COST Costco Wholesale Corporation
-0.75%
-$17,025.66 
DUK Duke Energy Corporation
-0.74%
-$7,544.93 
SCHW Charles Schwab Corporation
-0.73%
-$2,216.5 
HIG The Hartford Insurance Group, Inc.
-0.68%
-$1,527.68 
AFL Aflac Inc.
-0.68%
-$3,322.74 
MA Mastercard Incorporated
-0.5%
-$5,659.44 
T AT&T Inc.
-0.49%
-$4,229.47 
UNH UnitedHealth Group Incorporated
-0.44%
-$8,192.78 
CME CME Group Inc.
-0.42%
-$1,422.39 
PG Procter & Gamble Co
-0.4%
-$9,787.25 
META Meta Platforms Inc Class A
-0.4%
-$11,504.86 
CDNS Cadence Design Systems, Inc.
-0.4%
-$3,359.88 
ROP Roper Technologies Inc.
-0.4%
-$2,043.17 
PEP PepsiCo, Inc.
-0.37%
-$3,656.95 
UUP Invesco DB US Dollar Index Bullish Fund
-0.37%
-$5,428.19 
CI The Cigna Group
-0.34%
-$1,130.71 
MCK McKesson Corporation
-0.22%
-$2,709.24 
MSI Motorola Solutions, Inc.
-0.2%
-$434.1 
AMP Ameriprise Financial, Inc.
-0.18%
-$392.78 
WMT Walmart Inc.
-0.12%
-$8,668.83 
SPLV Invesco S&P 500 Low Volatility ETF
-0.1%
-$494.97 
AEP American Electric Power Company, Inc.
-0.09%
-$213.6 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.09%
-$3,343.2 
NEE NextEra Energy, Inc.
-0.09%
-$897.67 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$955.86 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$2,179.05 Events
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Dividends
Dividend Analysis
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| Trades 5085 | Longs Won 3358/5085 66% | Profit Factor 12.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $783,721.36 |
| Average Win $141,917.06 | Best Trade (Jun 11) $31.61M | Sharpe Ratio -0.76 |
| Average Loss -$22,371.24 | Worst Trade (Sep 30) -$2.6M | Z-Score 14.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 1d | Expectancy $86,120.42 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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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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