Scott Register Portfolio
Invests via Register Financial Advisors LLC | Managed by Scott Register
Invests via Register Financial Advisors LLC
Managed by Scott Register
Automatically Tracked
Scott Register Profile
With a robust career spanning over two decades, Scott Register has established himself as a distinguished operating executive within the technology sector. His leadership experience encompasses diverse roles that bridge innovation with strategic market growth, enabling firms to harness emerging trends effectively. Through his operational acumen, he has been pivotal in driving product development and scaling business units to achieve significant market impact. Recognized for his ability to foster high-performance teams and navigate complex challenges, he contributes valuable insights into corporate strategy and execution in competitive landscapes.
With a robust career spanning over two decades, Scott Register has established himself as a distinguished operating executive within the technology sector. His leadership experience encompasses diverse roles that bridge innovation with strategic market growth, enabling firms to harness emerging trends effectively. Through his operational acumen, he has been pivotal in driving product development and scaling business units to achieve significant market impact. Recognized for his ability to foster high-performance teams and navigate complex challenges, he contributes valuable insights into corporate strategy and execution in competitive landscapes.
Investment Philosophy & Strategy
Opportunity recognition is at the forefront of investment endeavors for Scott Register, whose extensive background in technology empowers a unique lens on market dynamics. Leveraging his operational expertise, he seeks out transformational initiatives that align with advancing trends. A collaborative leader, he places high importance on team-driven execution and fostering innovative cultures within organizations. His ability to identify disruptive technologies positions him strategically in sourcing investments that promise scalable growth potential and robust market demand.
Opportunity recognition is at the forefront of investment endeavors for Scott Register, whose extensive background in technology empowers a unique lens on market dynamics. Leveraging his operational expertise, he seeks out transformational initiatives that align with advancing trends. A collaborative leader, he places high importance on team-driven execution and fostering innovative cultures within organizations. His ability to identify disruptive technologies positions him strategically in sourcing investments that promise scalable growth potential and robust market demand.
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:
83.87%
Gain -1.35%
Monthly
1.61%
Yearly
21.18%
Drawdown
24.37%
$322.54M
Equity
Holdings
$322.54M
Investment
$225.78M
$125.33M
Profit -$2.56M
Realized
$28.58M
Unrealized
$96.76M
Dividends
$16.07M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$2.56M
Win %
72%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$2.56M
Win %
72%
This Month
Compared to last month
Gain
-1.08%
Profit
-$3.52M
Win %
72%
This Year
Compared to last year
Gain
-0.63%
Profit
-$2.01M
Win %
72%
RBRK Rubrik, Inc.
+15.9%
+$110,240 
CRWD CrowdStrike Holdings, Inc.
+14.32%
+$47,833.58 
AVPT AvePoint, Inc.
+7.82%
+$139,689 
NOW ServiceNow, Inc.
+7.53%
+$21,507.69 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$7,229.48 
IGV iShares Expanded Tech-Software Sector ETF
+5.14%
+$312.9 
BBY Best Buy Co., Inc.
+4.16%
+$23,080.68 
HONA Honeywell Aerospace Inc.
+4.07%
+$58,832.5 
NFLX Netflix, Inc.
+3.92%
+$48,558.78 
TOST Toast Inc.
+3.8%
+$56,547 
KD Kyndryl Holdings Inc.
+3.38%
+$50.73 
MDT Medtronic plc
+3.19%
+$14,763.21 
ZETA Zeta Global Holdings Corp.
+3.16%
+$114,409 
GOOGL Alphabet Inc
+3.11%
+$72,694.38 
BRO Brown & Brown Inc.
+3.01%
+$77.61 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.97%
+$3,227.8 
GOOG Alphabet Inc
+2.97%
+$49,650.55 
META Meta Platforms Inc Class A
+2.91%
+$27,661.23 
TWLO Twilio Inc.
+2.83%
+$19,290 
IBM International Business Machines Corporation
+2.81%
+$62,560.85 
MO Altria Group, Inc.
+2.36%
+$12,438.53 
MSFT Microsoft Corp.
+2.25%
+$152,989.15 
XLC Communication Services Select Sector SPDR Fund
+2.23%
+$1,101.89 
WMT Walmart Inc.
+2.19%
+$71,456.84 
GILD Gilead Sciences Inc.
+2.07%
+$8,428.86 
LLY Eli Lilly and Company
+2.06%
+$28,000.49 
GM General Motors Company
+2.01%
+$28,782.48 
TGT Target Corporation
+1.94%
+$10,605 
T AT&T Inc.
+1.94%
+$7,342.21 
IHI iShares U.S. Medical Devices ETF
+1.85%
+$1,489.9 
PM Philip Morris International Inc.
+1.8%
+$12,686.73 
IHF iShares U.S. Healthcare Providers ETF
+1.77%
+$455 
ABBV AbbVie Inc.
+1.7%
+$51,898.62 
KTOS Kratos Defense & Security Solutions, Inc.
+1.68%
+$68,580.74 
TSLX Sixth Street Specialty Lending Inc.
+1.68%
+$2,743.8 
POWW Ammo Inc.
+1.64%
+$1,246 
COST Costco Wholesale Corporation
+1.59%
+$24,658.17 
LHX L3Harris Technologies, Inc.
+1.5%
+$4,319.6 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$5,502.03 
VZ Verizon Communications Inc.
+1.44%
+$12,039.16 
ELV Elevance Health, Inc.
+1.41%
+$360.51 
VHT Vanguard Health Care ETF
+1.41%
+$17.48 
IYH iShares U.S. Healthcare ETF
+1.39%
+$97.5 
AAL American Airlines Group Inc.
+1.34%
+$5,705.87 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$214.5 
MDXG MiMedx Group, Inc.
+1.31%
+$1,188 
FXH First Trust Health Care AlphaDEX Fund
+1.3%
+$2,291.64 
UBER Uber Technologies, Inc.
+1.26%
+$3,977.47 
ALTG Alta Equipment Group Inc.
+1.19%
+$10,264.45 
SNOW Snowflake Inc.
+1.14%
+$9,742.73 
KO The Coca-Cola Company
+1.12%
+$15,530.5 
FXI iShares China Large-Cap ETF
+1.1%
+$38.38 
CVS CVS Health Corporation
+1.07%
+$3,510.76 
V Visa Inc. Class A
+1.06%
+$8,945.75 
TILE Interface Inc.
+1.04%
+$32,665.68 
XBI SPDR S&P Biotech ETF
+1.01%
+$2,678.1 
HD The Home Depot, Inc.
+0.97%
+$22,768.93 
WY Weyerhaeuser Company
+0.95%
+$5,055.14 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$393.25 
BRK-B Berkshire Hathaway Inc.
+0.92%
+$21,239.3 
ABT Abbott Laboratories
+0.89%
+$5,336.24 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.88%
+$480.37 
FOUR Shift4 Payments, Inc.
+0.84%
+$10,727.4 
HTGC Hercules Capital Inc.
+0.83%
+$1,800.76 
IBB iShares Biotechnology ETF
+0.8%
+$2,054.17 
OHI Omega Healthcare Investors Inc.
+0.77%
+$720 
PNFP Pinnacle Financial Partners Inc.
+0.69%
+$1,777.44 
SUNS Sunrise Realty Trust Inc.
+0.69%
+$585 
BXSL Blackstone Secured Lending Fund
+0.69%
+$14,319.82 
KKR KKR & Co. Inc.
+0.68%
+$4,796.87 
SDY SPDR S&P Dividend ETF
+0.66%
+$111.1 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$2,375.73 
PSCH Invesco S&P SmallCap Health Care ETF
+0.63%
+$684.14 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$11,299.89 
MA Mastercard Incorporated
+0.6%
+$1,717 
JNJ Johnson & Johnson
+0.55%
+$18,466.21 
IYT iShares U.S. Transportation ETF
+0.54%
+$75.68 
MRK Merck & Co., Inc.
+0.51%
+$11,045 
OXY-WT Occidental Petroleum Corporation
+0.51%
+$1 
PG Procter & Gamble Co
+0.5%
+$6,002.79 
AAPL Apple Inc.
+0.49%
+$63,726.68 
GAIN Gladstone Investment Corporation
+0.47%
+$712.5 
GOOD Gladstone Commercial Corporation
+0.47%
+$2,183.76 
HDV iShares Core High Dividend ETF
+0.46%
+$1,393.34 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$1,357.28 
OXY Occidental Petroleum Corporation
+0.44%
+$3.51 
XTN SPDR S&P Transportation ETF
+0.42%
+$226.05 
JQUA JPMorgan U.S. Quality Factor ETF
+0.41%
+$381.86 
FXO First Trust Financials AlphaDEX Fund
+0.41%
+$1,625.51 
DAL Delta Air Lines, Inc.
+0.39%
+$5,221.95 
KEY KeyCorp
+0.35%
+$4,528.87 
SAR Saratoga Investment Corp.
+0.35%
+$361.62 
BLCV iShares Large Cap Value Active ETF
+0.33%
+$1,985.59 
TSN Tyson Foods Inc.
+0.32%
+$69.53 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.3%
+$1,544.83 
KRE SPDR S&P Regional Banking ETF
+0.28%
+$560.49 
FDX FedEx Corporation
+0.22%
+$1,022.74 
ICOW Pacer Developed Markets International ETF
+0.2%
+$21.6 
UNP Union Pacific Corporation
+0.19%
+$463.11 
FLGB Franklin FTSE United Kingdom ETF
+0.16%
+$45.96 
D Dominion Energy, Inc.
+0.15%
+$744.2 
PPT Putnam Premier Income Trust
+0.15%
+$134.96 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.14%
+$194.82 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.14%
+$17.15 
TLH iShares 10-20 Year Treasury Bond ETF
+0.13%
+$0.87 
SDOG ALPS Sector Dividend Dogs ETF
+0.13%
+$9.5 
PFE Pfizer Inc.
+0.11%
+$1,323.99 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.11%
+$12.09 
KBE SPDR S&P Bank ETF
+0.1%
+$10.5 
ARCC Ares Capital Corporation
+0.1%
+$1,608.76 
PRU Prudential Financial, Inc.
+0.1%
+$273.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$864.51 
DXJ WisdomTree Japan Hedged Equity Fund
+0.1%
+$146.2 
BZH Beazer Homes USA Inc.
+0.09%
+$2,888.01 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$2.52 
OCSL Oaktree Specialty Lending Corporation
+0.08%
+$50 
FIGB Fidelity Investment Grade Bond ETF
+0.07%
+$1.83 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$307.5 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$629.26 
FV First Trust Dorsey Wright Focus 5 ETF
+0.05%
+$111.06 
EES WisdomTree U.S. SmallCap Fund
+0.04%
+$49.47 
PR Permian Resources Corporation
+0.04%
+$158.11 
BIZD VanEck BDC Income ETF
+0.04%
+$24.35 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$129.6 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$207.39 
PEP PepsiCo, Inc.
+0.03%
+$149.8 
PAAA PGIM AAA CLO ETF
+0.03%
+$109.11 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.02%
+$18.48 
LNC Lincoln National Corporation
+0.02%
+$483.13 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.02%
+$0.93 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$0.8 
PEZ Invesco Dorsey Wright Consumer Discretionary Portfolio
+0.02%
+$16.66 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$7.39 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 PMBS
PMBS
0%
$0 FOUR
FOURPRA
0%
$0 
MIN MFS Intermediate Income Trust
0%
$0 
GAB Gabelli Equity Trust Inc.
0%
$0 RQIR
RQIRT
0%
$0 
GLW Corning Incorporated
-14%
-$11,650 
TER Teradyne, Inc.
-13.06%
-$47,219.2 
HPE Hewlett Packard Enterprise Company
-10.2%
-$136,874.01 
GEV GE Vernova Inc.
-8.67%
-$50,611.71 
CIEN Ciena Corporation
-8.6%
-$14,964.9 
LRCX Lam Research Corporation
-7.84%
-$50,745.45 
ETN Eaton Corporation plc
-7.43%
-$65,653.97 
VRT Vertiv Holdings Co
-7.04%
-$37,717.65 
INDI Indie Semiconductor, Inc.
-7.01%
-$115,955.58 
QRVO Qorvo Inc.
-7.01%
-$2,045 
ECG Everus Construction Group, Inc.
-6.92%
-$115,912.32 
AMAT Applied Materials, Inc.
-6.67%
-$27,344.09 
MRVL Marvell Technology, Inc.
-6.65%
-$179,080.06 
BE Bloom Energy Corporation
-6.47%
-$17,760.76 
APLD Applied Digital Corporation
-6.36%
-$123,900 
ATI ATI Inc.
-5.53%
-$284,383 
ON ON Semiconductor Corporation
-5.4%
-$45,621 
BAC Bank of America Corporation
-5.39%
-$162,378.58 
INTC Intel Corporation
-5.25%
-$14,671.92 
DELL Dell Technologies Inc.
-4.99%
-$29,707.66 
AMBA Ambarella, Inc.
-4.91%
-$10,656 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-4.87%
-$1,026.76 
AVGO Broadcom Inc.
-4.79%
-$137,127.3 
MU Micron Technology, Inc.
-4.76%
-$430,172.88 
SMH VanEck Semiconductor ETF
-4.53%
-$30,167.32 
PWR Quanta Services Inc.
-4.48%
-$145,217.35 
ORCL Oracle Corporation
-4.47%
-$37,207.82 
UUUU Energy Fuels Inc.
-4.29%
-$7,492.5 
CAT Caterpillar Inc.
-4.18%
-$47,441.85 
MOD Modine Manufacturing Company
-3.96%
-$56,287.5 
GS The Goldman Sachs Group, Inc.
-3.93%
-$31,252.43 
AMD Advanced Micro Devices, Inc.
-3.88%
-$59,609.79 
P Everpure Inc.
-3.87%
-$31,920 
LEU Centrus Energy Corp.
-3.67%
-$16,211 
TRFK Pacer Data and Digital Revolution ETF
-3.64%
-$1,649.7 
BAI iShares A.I. Innovation and Tech Active ETF
-3.61%
-$73.83 
GDXJ VanEck Junior Gold Miners ETF
-3.51%
-$418.48 
MS Morgan Stanley
-3.39%
-$35,820.84 
CXT Crane NXT Co.
-3.36%
-$11,803.18 
OBE Obsidian Energy Ltd.
-3.35%
-$9,657 
CTOS Custom Truck One Source, Inc.
-3.35%
-$51,911 
CLF Cleveland-Cliffs Inc.
-3.27%
-$41,445.37 
COPX Global X Copper Miners ETF
-3.23%
-$388.96 
NLR VanEck Uranium and Nuclear ETF
-3.07%
-$284.95 
GDX VanEck Gold Miners ETF
-3.06%
-$2,016.63 
URA Global X Uranium ETF
-3.04%
-$38.42 
XMMO Invesco S&P MidCap Momentum ETF
-3.02%
-$491.13 
EWT iShares MSCI Taiwan ETF
-3.01%
-$167 
AYI Acuity Brands Inc.
-3.01%
-$21,561.58 
PDP Invesco Dorsey Wright Momentum ETF
-2.96%
-$48.26 
IGPT Invesco AI and Next Gen Software ETF
-2.92%
-$560 
ENVX Enovix Corporation
-2.9%
-$26,784 
NVDA NVIDIA Corporation
-2.84%
-$147,939.37 
MIR Mirion Technologies, Inc.
-2.72%
-$77,778 
TREX Trex Company, Inc.
-2.67%
-$4,932 
ELFY ALPS Electrification Infrastructure ETF
-2.61%
-$1,627.5 
PYZ Invesco Dorsey Wright Basic Materials ETF
-2.57%
-$21.77 
SPMO Invesco S&P 500 Momentum ETF
-2.56%
-$30.4 
EEM iShares MSCI Emerging Markets ETF
-2.52%
-$726.75 
UTF Cohen & Steers Infrastructure Fund, Inc.
-2.49%
-$6,933.75 
MDU MDU Resources Group, Inc.
-2.45%
-$41,173.41 
IEMG iShares Core MSCI Emerging Markets ETF
-2.36%
-$7,361.25 
ITT Itt Inc.
-2.29%
-$20,783.88 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.27%
-$5,653.48 
NNBR Nn Inc.
-2.18%
-$108,685.67 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$556.75 
PAVE Global X U.S. Infrastructure Development ETF
-2.04%
-$5,422.23 
PBW Invesco WilderHill Clean Energy ETF
-2.01%
-$56.25 
GE General Electric Company
-2%
-$18,413.62 
DD DuPont de Nemours, Inc.
-1.87%
-$12,716.34 
TXN Texas Instruments Inc
-1.87%
-$9,553.59 
TAN Invesco Solar ETF
-1.86%
-$32.37 
NUE Nucor Corporation
-1.85%
-$4,415.57 
DFEV Dimensional Emerging Markets Value ETF
-1.84%
-$539.2 
WFC Wells Fargo & Company
-1.84%
-$7,835.2 
OSIS Osi Systems Inc.
-1.81%
-$27,454 
MMM 3M Company
-1.73%
-$6,981.26 
JPM JPMorgan Chase & Co.
-1.71%
-$107,323.58 
CSCO Cisco Systems, Inc.
-1.69%
-$62,523.09 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
-1.65%
-$314.13 
IMMR Immersion Corporation
-1.62%
-$1,332 
KNF Knife River Corporation
-1.61%
-$24,032.13 
XSMO Invesco S&P SmallCap Momentum ETF
-1.58%
-$1,492.92 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$7,940.8 
WMB The Williams Companies, Inc.
-1.48%
-$11,640.24 
TSLA Tesla, Inc.
-1.47%
-$7,219.92 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-1.45%
-$451.55 
OSK Oshkosh Corporation
-1.42%
-$8,364.91 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$1,288.32 
GLD SPDR Gold Shares
-1.39%
-$3,973.79 
RTX RTX Corporation
-1.35%
-$40,941.63 
C Citigroup Inc.
-1.34%
-$4,650.02 
XLU Utilities Select Sector SPDR Fund
-1.32%
-$2,611.84 
VPU Vanguard Utilities ETF
-1.32%
-$915.8 
BLK BlackRock, Inc.
-1.29%
-$3,900.29 
AMZN Amazon.com Inc
-1.28%
-$42,987.68 
PFXF VanEck Preferred Securities ex Financials ETF
-1.26%
-$2,371.05 
CR Crane NXT Co.
-1.25%
-$2,279.53 
CUZ Cousins Properties Incorporated
-1.24%
-$50,338.4 
VGT Vanguard Information Technology ETF
-1.24%
-$1,992 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$1,268.88 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$230.78 
PSX Phillips 66
-1.16%
-$6,354.11 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$1,037.63 
XLE Energy Select Sector SPDR Fund
-1.15%
-$505.5 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$5.53 
IYE iShares U.S. Energy ETF
-1.14%
-$333.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$105,414.7 
GUT The Gabelli Utility Trust
-1.09%
-$1,210.51 
ITA iShares U.S. Aerospace & Defense ETF
-1.07%
-$6,930.13 
STWD Starwood Property Trust Inc.
-1.02%
-$9,841.44 
FXN First Trust Energy AlphaDEX Fund
-1.02%
-$245 
MLPA Global X MLP ETF
-0.98%
-$215.6 
CVX Chevron Corporation
-0.97%
-$21,761.89 
SYM Symbotic Inc. Class A
-0.95%
-$25,008.8 
DVN Devon Energy Corporation
-0.93%
-$2,969.03 
KQQQ Kurv Tech Titans Select ETF
-0.92%
-$3,023.91 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.91%
-$322.3 
XOM Exxon Mobil Corporation
-0.9%
-$18,182.59 
AMLP Alerian MLP ETF
-0.88%
-$5,025.44 
GPC Genuine Parts Company
-0.87%
-$6,434.94 
EWJ iShares MSCI Japan ETF
-0.86%
-$1,084.98 
XLB Materials Select Sector SPDR Fund
-0.85%
-$255.78 
QCOM QUALCOMM Incorporated
-0.84%
-$4,144.77 
UTI Universal Technical Institute Inc.
-0.84%
-$4,122.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$48,390.55 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.82%
-$14,918.13 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$2,931.22 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.8%
-$1,016.5 
AEP American Electric Power Company, Inc.
-0.8%
-$3,343.76 
DFIS Dimensional International Small Cap ETF
-0.8%
-$52.51 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.79%
-$1,897.56 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$132.81 
IYG iShares U.S. Financial Services ETF
-0.79%
-$3,487.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$35.64 
VGK Vanguard FTSE Europe ETF
-0.76%
-$1,965.26 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$2,745.01 
PI Impinj, Inc.
-0.73%
-$3,983.53 
EMLP First Trust North American Energy Infrastructure Fund
-0.72%
-$1,150.07 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$6,979.92 
APO Apollo Global Management, Inc.
-0.71%
-$14,288.52 
RDW Redwire Corporation
-0.71%
-$17,647.5 
DSU BlackRock Debt Strategies Fund Inc.
-0.7%
-$1,856.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.69%
-$285.75 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.69%
-$24.75 
COP ConocoPhillips
-0.68%
-$14,512.81 
NEE NextEra Energy, Inc.
-0.67%
-$7,078.47 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$3,325.21 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$2,464.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.66%
-$258.44 
VONG Vanguard Russell 1000 Growth Fund
-0.66%
-$2.49 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$5.13 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$2,005.79 
EFA iShares MSCI EAFE ETF
-0.65%
-$78.66 
FLEE FHA 30-Year Mortgage Index, Generic 7.75M
-0.63%
-$782.99 
VT Vanguard Total World Stock ETF
-0.63%
-$2,204.97 
PTNQ Pacer Trendpilot 100 ETF
-0.61%
-$464.2 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
-0.6%
-$536.53 
ICF iShares Cohen & Steers Realty Majors ETF
-0.6%
-$20.54 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$146.88 
DOW Dow Inc.
-0.59%
-$1,612.97 
ILPT Industrial Logistics Properties Trust
-0.58%
-$1,741.37 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$1,968.86 
CGUS Capital Group Core Equity ETF
-0.57%
-$1,658.01 
PLD Prologis Inc.
-0.57%
-$2,002 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
-0.56%
-$1,246.82 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$13,287.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$113.62 
THRO iShares U.S. Thematic Rotation Active ETF
-0.55%
-$8.88 
IUSG iShares Core S&P U.S. Growth ETF
-0.54%
-$288.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$767.25 
CGDV Capital Group Dividend Value ETF
-0.54%
-$2,682.59 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$2,085.93 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$9.42 
NOG Northern Oil and Gas Inc.
-0.53%
-$10,940.72 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$1,007.4 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$1,699.98 
XLG Invesco S&P 500 Top 50 ETF
-0.51%
-$566.4 
TFC Truist Financial Corporation
-0.51%
-$5,311.4 
F Ford Motor Company
-0.5%
-$780.29 
VNQ Vanguard Real Estate ETF
-0.49%
-$112.06 
ET Energy Transfer L.P.
-0.49%
-$1,967.17 
VO Vanguard Mid-Cap ETF
-0.48%
-$1,669.59 
AMT American Tower Corporation
-0.47%
-$144.42 
IYF iShares U.S. Financials ETF
-0.47%
-$5.04 
MGV Vanguard Mega Cap Value ETF
-0.46%
-$28.88 
VTV Vanguard Value ETF
-0.45%
-$52,937.13 
SO The Southern Company
-0.45%
-$7,466.55 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,814.07 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.44%
-$4,082.6 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.43%
-$900.37 
PGX Invesco Preferred ETF
-0.43%
-$353.48 
DUK Duke Energy Corporation
-0.43%
-$2,949.84 
EPD Enterprise Products Partners L.P.
-0.41%
-$4,081.6 
EPM Evolution Petroleum Corporation
-0.4%
-$5,072.64 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$173.16 
DFIV Dimensional International Value ETF
-0.38%
-$320.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$20.5 
IDV iShares International Select Dividend ETF
-0.36%
-$169.28 
SCHK Schwab 1000 Index ETF
-0.35%
-$603.85 
USB U.S. Bancorp
-0.35%
-$4.62 
BCSF Bain Capital Specialty Finance Inc.
-0.35%
-$127 
O Realty Income Corporation
-0.34%
-$863.46 
PGF Invesco Financial Preferred ETF
-0.34%
-$100.62 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$802.08 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$10,007.74 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,855.71 
IVV iShares Core S&P 500 ETF
-0.33%
-$5,117.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$538.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$24.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,888.81 
CSX CSX Corporation
-0.32%
-$1,998.57 
VB Vanguard Small-Cap ETF
-0.31%
-$1,633.52 
OEF iShares S&P 100 ETF
-0.3%
-$274.74 
WELL Welltower Inc.
-0.3%
-$1,222.47 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.29%
-$37.66 
FDD First Trust STOXX European Select Dividend Index Fund
-0.29%
-$836.28 
VXF Vanguard Extended Market ETF
-0.28%
-$974.7 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.28%
-$607.36 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$169.06 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$7.77 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$138.65 
FESM Fidelity Enhanced Small Cap ETF
-0.27%
-$2,130 
GPIX S&P 500 Core Premium Income Fund
-0.27%
-$1,052.25 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.27%
-$102.03 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$15.75 
BA Boeing Company
-0.25%
-$1,694.68 
DON WisdomTree U.S. MidCap Dividend Fund
-0.25%
-$42.14 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$1,355 
INDA ISHARES MSCI INDIA ETF
-0.23%
-$225.72 
IAT iShares U.S. Regional Banks ETF
-0.22%
-$40.5 
STAG Stag Industrial Inc.
-0.21%
-$466.72 
BX Blackstone Inc.
-0.21%
-$6,678.13 
OKE ONEOK, Inc.
-0.21%
-$657 
JAVA JPMorgan Active Value ETF
-0.21%
-$38.76 
HUM Humana Inc.
-0.19%
-$3.18 
FELV Fidelity Enhanced Large Cap Value ETF
-0.19%
-$56.24 
IWM iShares Russell 2000 ETF
-0.18%
-$1,142.25 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$6,562.8 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.17%
-$4.32 
BBDC Barings BDC Inc.
-0.17%
-$186.57 
VTWO Vanguard Russell 2000 ETF
-0.17%
-$24.6 
VUG Vanguard Growth ETF
-0.17%
-$21,271.37 
MGK Vanguard Mega Cap Growth ETF
-0.16%
-$219.8 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$758.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$404.99 
HYLS FT Tactical High Yield ETF
-0.15%
-$32.76 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$64.64 
XMHQ Invesco S&P MidCap Quality ETF
-0.14%
-$3.52 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$3.96 
XHB SPDR S&P Homebuilders ETF
-0.13%
-$228.41 
RXI iShares Global Consumer Discretionary ETF
-0.13%
-$28.44 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$0.34 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.12%
-$18.93 
KMI Kinder Morgan, Inc.
-0.11%
-$349.19 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$96 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$41.91 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.09%
-$1.08 
NWL Newell Brands Inc.
-0.09%
-$305.3 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.08%
-$1,145.27 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.07%
-$4.76 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$84.31 
MOO VanEck Agribusiness ETF
-0.07%
-$10.26 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$28.38 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$52.5 
PSDM PGIM Short Duration Multi-Sector Bond ETF
-0.06%
-$50.19 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$8.02 
FTSL First Trust Senior Loan ETF
-0.06%
-$70.03 
MUB iShares National Muni Bond ETF
-0.05%
-$24.31 
RITM Rithm Capital Corp.
-0.05%
-$74.89 
PTRB PGIM Total Return Bond ETF
-0.05%
-$64.26 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-0.05%
-$129.22 
IEF iShares 7-10 Year Treasury Bond ETF
-0.05%
-$8.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$949.64 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$6 
SCHW Charles Schwab Corporation
-0.04%
-$0.52 
IWD iShares Russell 1000 Value ETF
-0.03%
-$42.16 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$52.5 
FBND Fidelity Total Bond ETF
-0.02%
-$214.79 
DVY iShares Select Dividend ETF
-0.02%
-$1.71 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$8.64 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$3.45 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$0.05 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$6.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$0.81 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.01%
-$1.46 Events
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Dividends
Dividend Analysis
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| Trades 5044 | Longs Won 3141/5044 62% | Profit Factor 6.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $181,854.01 |
| Average Win $47,390.62 | Best Trade (Sep 09) $5.41M | Sharpe Ratio -13.03 |
| Average Loss -$12,358.93 | Worst Trade (Aug 02) -$756,887.08 | Z-Score 8.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $24,848.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 32,605 | $350,178 | $429,896.92 | - | $79,718.92 | 22.77% | +1.345% |
| AAPL Apple Inc. | 39,459 | $6.24M | $13.17M | - | $6.93M | 111.12% | +0.486% |
| ABBV AbbVie Inc. | 11,849 | $1.91M | $3.1M | - | $1.19M | 61.96% | +1.703% |
| ABT Abbott Laboratories | 5,864 | $619,184.2 | $603,171.04 | - | -$16,013.16 | -2.59% | +0.893% |
| AEP American Electric Power Company, Inc. | 3,412 | $326,042.57 | $417,458.2 | - | $91,415.63 | 28.04% | -0.795% |
| AGG iShares Core U.S. Aggregate Bond ETF | 23,741 | $2.34M | $2.28M | - | -$62,592.22 | -2.67% | -0.042% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 20,500 | $526,850 | $526,952.5 | - | $102.5 | 0.02% | +0.058% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,317 | $161,861.32 | $242,937.45 | - | $81,076.13 | 50.09% | -2.274% |
| ALTG Alta Equipment Group Inc. | 146,635 | $1.15M | $872,478.25 | - | -$277,210.9 | -24.11% | +1.19% |
| AMAT Applied Materials, Inc. | 898 | $230,777 | $382,583.92 | - | $151,806.92 | 65.78% | -6.67% |
| AMBA Ambarella, Inc. | 3,200 | $214,432.01 | $206,496 | - | -$7,936.01 | -3.7% | -4.907% |
| AMD Advanced Micro Devices, Inc. | 2,979 | $486,716.37 | $1.48M | - | $991,225.11 | 203.66% | -3.877% |
| AMLP Alerian MLP ETF | 10,256 | $464,265.51 | $568,387.52 | - | $104,122.01 | 22.43% | -0.876% |
| AMT American Tower Corporation | 174 | $28,383 | $30,801.48 | - | $2,418.48 | 8.52% | -0.467% |
| AMZN Amazon.com Inc | 13,106 | $2.03M | $3.32M | - | $1.29M | 63.56% | -1.277% |
| APLD Applied Digital Corporation | 73,750 | $421,421.5 | $1.82M | - | $1.4M | 332.96% | -6.359% |
| APO Apollo Global Management, Inc. | 15,531 | $1.12M | $1.99M | - | $868,182.32 | 77.47% | -0.713% |
| ARCC Ares Capital Corporation | 80,038 | $1.53M | $1.58M | - | $50,235.65 | 3.28% | +0.102% |
| ATI ATI Inc. | 25,853 | $1.09M | $4.85M | - | $3.76M | 345.07% | -5.534% |
| AVGO Broadcom Inc. | 7,915 | $1.86M | $2.73M | - | $867,756.99 | 46.65% | -4.786% |
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FAQ
Which stocks have generated the highest profits for Scott Register?
The largest contributions to the portfolio's profits come from the following stocks: Kratos Defense & Security Solutions, Inc - $6.66M, Modine Manufacturing Company - $2.96M, ATI Inc - $2.71M, Symbotic Inc. Class A - $2.01M, and Applied Digital Corporation - $1.85M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alta Equipment Group Inc - $1.4M, Cleveland-Cliffs Inc - $583,102.69, CVS Health Corporation - $546,973.35, Redwire Corporation - $507,732.55, and Fiserv, Inc - $432,320. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Register's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.07M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $828,633.2, Vanguard Total International Stock Index Fund Investor Shares - $551,073.33, Vanguard Value ETF - $540,483.06, Blackstone Secured Lending Fund - $523,243.98, and Global X Nasdaq 100 Covered Call ETF - $447,513.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Register's monthly returns?
Scott Register's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Scott Register's strategy be considered aggressive or moderate?
Scott Register's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Scott Register's strategy?
Scott Register's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
