Kelly Richert Portfolio
Invests via Clayton Financial Group LLC | Managed by Kenneth John Bower, Matthew Joseph Bower, Kelly A. Richert, Zach Kratofil, Julie E. Bahr, Patrick Britt, Chris Michalak
Invests via Clayton Financial Group LLC
Managed by Kenneth John Bower, Matthew Joseph Bower, Kelly A. Richert, Zach Kratofil, Julie E. Bahr, Patrick Britt, Chris Michalak
Automatically Tracked
Kelly Richert Profile
Senior housing and mortgage reporter focused on market-moving coverage of mortgage lenders, servicing, fintech and policy, providing investors and operators timely analysis and deal flow intelligence. Kelly Richert writes on regulatory developments, loan performance trends and secondary-market dynamics, and is often cited by industry participants and asset managers for actionable reporting that informs risk assessment and capital allocation decisions.
Senior housing and mortgage reporter focused on market-moving coverage of mortgage lenders, servicing, fintech and policy, providing investors and operators timely analysis and deal flow intelligence. Kelly Richert writes on regulatory developments, loan performance trends and secondary-market dynamics, and is often cited by industry participants and asset managers for actionable reporting that informs risk assessment and capital allocation decisions.
Investment Philosophy & Strategy
Leverages market intelligence and regulatory insight to prioritize capital allocation toward mortgage- and senior-housing-related opportunities where information asymmetry can be exploited. Emphasizes data-driven risk assessment, credit-cycle sensitivity, and secondary-market dynamics, favoring flexible, liquid instruments and short-to-medium horizons to respond to policy shifts. Underwrites investments with operational diligence, stress-testing loan performance and servicing economics, and maintains a bias for positions that benefit from transparent, high-frequency signals.
Leverages market intelligence and regulatory insight to prioritize capital allocation toward mortgage- and senior-housing-related opportunities where information asymmetry can be exploited. Emphasizes data-driven risk assessment, credit-cycle sensitivity, and secondary-market dynamics, favoring flexible, liquid instruments and short-to-medium horizons to respond to policy shifts. Underwrites investments with operational diligence, stress-testing loan performance and servicing economics, and maintains a bias for positions that benefit from transparent, high-frequency signals.
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:
31.2%
Gain -0.01%
Monthly
0.93%
Yearly
11.71%
Drawdown
17.53%
$218.72M
Equity
Holdings
$218.72M
Investment
$180.12M
$64.07M
Profit -$22,026.77
Realized
$24.51M
Unrealized
$39.56M
Dividends
$7.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$22,026.77
Win %
66%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$22,026.77
Win %
66%
This Month
Compared to last month
Gain
0.44%
Profit
$947,629.01
Win %
66%
This Year
Compared to last year
Gain
8.15%
Profit
$16.72M
Win %
63%
MOS Mosaic Company
+7.59%
+$91.2 
STX Seagate Technology Holdings plc
+7.25%
+$818.35 
ALB Albemarle Corporation
+7.14%
+$227.2 
INTC Intel Corporation
+6.51%
+$1,620.93 
WDC Western Digital Corporation
+6.36%
+$706.44 
TER Teradyne, Inc.
+5.72%
+$196.2 
KLAC KLA Corporation
+5.55%
+$1,203.84 
SNDK SanDisk Corporation
+5.24%
+$788.72 
CRWV CoreWeave, Inc.
+5.02%
+$240.5 
CHTR Charter Communications Inc
+4.8%
+$113.56 
AMD Advanced Micro Devices, Inc.
+4.73%
+$1,664.64 
TWI Titan International Inc.
+4.46%
+$6,630.36 
ANET Arista Networks, Inc.
+4.37%
+$410.4 
IOT Samsara Inc. Class A Common Stock
+4.34%
+$190.4 
QCOM QUALCOMM Incorporated
+4.32%
+$394.2 
KSS Kohl's Corporation
+4.27%
+$74 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$91 
CCL Carnival Corporation Ltd.
+3.77%
+$66.78 
STZ Constellation Brands, Inc.
+3.77%
+$140.14 
GEV GE Vernova Inc.
+3.73%
+$474.18 
MGM MGM Resorts International
+3.71%
+$38.5 
PWR Quanta Services Inc.
+3.58%
+$11,369.25 
AMTM Amentum Holdings, Inc.
+3.53%
+$21.06 
IP International Paper Company
+3.43%
+$112.8 
TSN Tyson Foods Inc.
+3.22%
+$30.43 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$129.36 
KEYS Keysight Technologies, Inc.
+3.13%
+$106.4 
FCX Freeport-McMoRan Inc.
+3.12%
+$184.23 
DD DuPont de Nemours Inc.
+3.03%
+$69.58 
HPE Hewlett Packard Enterprise Company
+2.93%
+$108.23 
CHWY Chewy Inc.
+2.88%
+$54 
CEG Constellation Energy Corporation
+2.86%
+$141 
HUM Humana Inc.
+2.86%
+$157.95 
CME CME Group Inc.
+2.8%
+$367.5 
CF CF Industries Holdings, Inc.
+2.74%
+$90.52 
SCHW Charles Schwab Corporation
+2.71%
+$146.4 
NEM Newmont Corporation
+2.71%
+$506.88 
ZBRA Zebra Technologies Corporation
+2.69%
+$17.94 
LUV Southwest Airlines Co.
+2.66%
+$41.3 
RJF Raymond James Financial Inc.
+2.65%
+$43.78 
AMAT Applied Materials, Inc.
+2.64%
+$423.69 
DNUT Krispy Kreme, Inc.
+2.62%
+$55 
GS The Goldman Sachs Group, Inc.
+2.62%
+$325.32 
CNC Centene Corporation
+2.6%
+$305.25 
EFX Equifax Inc.
+2.59%
+$94.99 
UAL United Airlines Holdings, Inc.
+2.58%
+$154.23 
TPL Texas Pacific Land Corporation
+2.53%
+$56.16 
T AT&T Inc.
+2.52%
+$912.34 
VZ Verizon Communications Inc.
+2.49%
+$561.6 
CDW CDW Corporation
+2.37%
+$27.54 
DVA DaVita Inc.
+2.37%
+$38.64 
SOLS Sollensys Corp.
+2.33%
+$45.36 
JPM JPMorgan Chase & Co.
+2.31%
+$8,459.11 
HCA HCA Healthcare Inc.
+2.29%
+$294.78 
USB U.S. Bancorp
+2.27%
+$611.77 
HPQ HP Inc.
+2.27%
+$31.92 
HST Host Hotels & Resorts Inc.
+2.26%
+$33.55 
VMC Vulcan Materials Company
+2.24%
+$43.96 
RCL Royal Caribbean Group
+2.23%
+$96.3 
FIS Fidelity National Information Services, Inc.
+2.22%
+$79.9 
CMCSA Comcast Corp
+2.21%
+$288.85 
AXP American Express Company
+2.18%
+$27,542.89 
CAG Conagra Brands Inc.
+2.16%
+$8.7 
SYK Stryker Corporation
+2.15%
+$511.68 
JBL Jabil Inc.
+2.1%
+$55.51 
NTRS Northern Trust Corporation
+2.1%
+$43.08 
NUE Nucor Corporation
+2.09%
+$76.3 
MLM Martin Marietta Materials, Inc.
+2.08%
+$1,650.61 
PICK iShares MSCI Global Metals & Mining Producers ETF
+2.04%
+$260 
TTD The Trade Desk, Inc. Class A
+2.01%
+$61.94 
GNRC Generac Holdings Inc.
+1.96%
+$150.9 
PM Philip Morris International Inc.
+1.95%
+$4,589 
TGT Target Corporation
+1.95%
+$72.52 
SPG Simon Property Group, Inc.
+1.95%
+$83.6 
AMP Ameriprise Financial, Inc.
+1.94%
+$6,466.25 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.94%
+$30.71 
TFC Truist Financial Corporation
+1.93%
+$69.58 
FDS FactSet Research Systems Inc.
+1.91%
+$31.64 
EL The Estée Lauder Companies Inc. Class A
+1.89%
+$24.9 
XLB Materials Select Sector SPDR Fund
+1.87%
+$417.6 
PRU Prudential Financial, Inc.
+1.87%
+$145.27 
ENR Energizer Holdings Inc.
+1.86%
+$74 
BBY Best Buy Co., Inc.
+1.85%
+$52.91 
D Dominion Energy, Inc.
+1.83%
+$172.02 
TSLA Tesla, Inc.
+1.82%
+$1,907.36 
BAX Baxter International Inc.
+1.81%
+$11.84 
HBAN Huntington Bancshares Incorporated
+1.8%
+$27.9 
MTB M&T Bank Corporation
+1.78%
+$113.68 
TMUS T-Mobile US, Inc.
+1.76%
+$88.56 
LYB LyondellBasell Industries N.V.
+1.75%
+$51.06 
PAYC Paycom Software, Inc.
+1.72%
+$6.84 
CFG Citizens Financial Group, Inc.
+1.71%
+$91.2 
PKG Packaging Corporation of America
+1.71%
+$22.98 
SWKS Skyworks Solutions Inc.
+1.71%
+$12.4 
AMCR Amcor plc
+1.7%
+$19.04 
ADM Archer-Daniels-Midland Co
+1.7%
+$112.56 
WELL Welltower Inc.
+1.69%
+$124.6 
STT State Street Corp
+1.69%
+$91.74 
KEY KeyCorp
+1.66%
+$63.27 
IRM Iron Mountain Inc.
+1.65%
+$70.38 
ACN Accenture plc Class A
+1.65%
+$803.16 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$750.75 
WFC Wells Fargo & Company
+1.61%
+$735.49 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$6,108.24 
TAP Molson Coors Beverage Company
+1.59%
+$6.5 
BX Blackstone Inc.
+1.58%
+$21.01 
DVN Devon Energy Corporation
+1.57%
+$81.2 
ARES Ares Management Corporation
+1.57%
+$52 
BAC Bank of America Corporation
+1.56%
+$295.84 
OKE ONEOK, Inc.
+1.56%
+$52.82 
DE Deere & Company
+1.55%
+$2,598.95 
KDP Keurig Dr Pepper Inc.
+1.54%
+$117.6 
VICI Vici Properties Inc.
+1.53%
+$77.4 
BLK BlackRock, Inc.
+1.52%
+$1,125.66 
BG Bunge Global S.A.
+1.51%
+$28.35 
DAL Delta Air Lines, Inc.
+1.5%
+$50.43 
GLW Corning Incorporated
+1.5%
+$127.2 
CPAY Corpay, Inc.
+1.5%
+$26.3 
AWK American Water Works Company, Inc.
+1.5%
+$572.88 
COF Capital One Financial Corporation
+1.48%
+$104.91 
SW Smurfit WestRock PLC
+1.48%
+$20.16 
CVS CVS Health Corporation
+1.47%
+$6,661.48 
ZM Zoom Video Communications, Inc.
+1.47%
+$54.4 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$4,500 
EFSC Enterprise Financial Services Corp.
+1.45%
+$9,200 
AVB AvalonBay Communities, Inc.
+1.45%
+$69.42 
CAT Caterpillar Inc.
+1.44%
+$6,237.08 
OMC Omnicom Group Inc.
+1.44%
+$61.04 
SFNC Simmons First National Corporation
+1.44%
+$32 
MET MetLife Inc.
+1.44%
+$212.94 
NRG NRG Energy, Inc.
+1.43%
+$69.03 
MAR Marriott International Inc. - Class A
+1.42%
+$67.8 
GDDY Godaddy Inc.
+1.42%
+$8.56 
COP ConocoPhillips
+1.4%
+$108.54 
TPR Tapestry Inc.
+1.4%
+$11,954.67 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$21.04 
ADI Analog Devices, Inc.
+1.37%
+$962.2 
PAYX Paychex Inc.
+1.37%
+$27.2 
XLF Financial Select Sector SPDR Fund
+1.37%
+$2,441.52 
MCO Moody's Corporation
+1.36%
+$60.3 
FISV Fiserv, Inc.
+1.36%
+$45.36 
NEE NextEra Energy, Inc.
+1.35%
+$147.2 
TXN Texas Instruments Inc
+1.35%
+$120.6 
SPGI S&P Global Inc.
+1.35%
+$94.69 
SMBC Southern Missouri Bancorp Inc.
+1.33%
+$266,402.8 
ABBV AbbVie Inc.
+1.32%
+$20,619.36 
RF Regions Financial Corporation
+1.31%
+$22.04 
O Realty Income Corporation
+1.31%
+$41.31 
PFG Principal Financial Group, Inc.
+1.3%
+$32.89 
HSIC Henry Schein, Inc.
+1.28%
+$6.18 
C Citigroup Inc.
+1.27%
+$637.12 
TEL TE Connectivity plc
+1.27%
+$52.8 
HRL Hormel Foods Corporation
+1.27%
+$5.27 
NI NiSource Inc.
+1.27%
+$14.75 
TROW T. Rowe Price Group, Inc.
+1.26%
+$105.49 
APD Air Products and Chemicals, Inc.
+1.26%
+$21 
EVRG Evergy Inc.
+1.26%
+$40.56 
RMD ResMed Inc.
+1.24%
+$23.9 
EQIX Equinix, Inc.
+1.22%
+$76.02 
XEL Xcel Energy Inc.
+1.21%
+$94.05 
VLO Valero Energy Corporation
+1.2%
+$171.92 
TRGP Targa Resources Corp.
+1.2%
+$35.53 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$212.68 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$186.48 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.19%
+$6,072.9 
DVY iShares Select Dividend ETF
+1.19%
+$4,650 
LRCX Lam Research Corporation
+1.18%
+$343.2 
ITW Illinois Tool Works Inc.
+1.17%
+$47.68 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$28.52 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$14.8 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$1,963.51 
STLD Steel Dynamics Inc.
+1.15%
+$28.89 
CBRE CBRE Group Inc.
+1.14%
+$27 
ESS Essex Property Trust, Inc.
+1.13%
+$15.8 
VST Vistra Corp
+1.12%
+$91.84 
DTE DTE Energy Company
+1.12%
+$19.56 
ICE Intercontinental Exchange, Inc.
+1.11%
+$1,323.7 
ETR Entergy Corporation
+1.11%
+$90.28 
PPL PPL Corporation
+1.1%
+$51.48 
STXS Stereotaxis Inc.
+1.1%
+$54 
VSNT Versant Media Group, Inc.
+1.1%
+$1.32 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$185,227.31 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$3,325.14 
IR Ingersoll Rand Inc.
+1.09%
+$18.4 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$334.08 
NSC Norfolk Southern Corporation
+1.09%
+$1,277.64 
OTF Blue Owl Technology Finance Corp.
+1.09%
+$101.64 
ABNB Airbnb, Inc.
+1.08%
+$36.66 
CI The Cigna Group
+1.07%
+$34.76 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$54,820.9 
JNJ Johnson & Johnson
+1.07%
+$1,140.46 
MPC Marathon Petroleum Corporation
+1.06%
+$55.4 
PLD Prologis Inc.
+1.05%
+$444.85 
DELL Dell Technologies Inc.
+1.05%
+$82.4 
PBI Pitney Bowes Inc.
+1.05%
+$18 
V Visa Inc. Class A
+1.05%
+$237.14 
VTRS Viatris Inc.
+1.04%
+$35.7 
HOOD Robinhood Markets, Inc.
+1.04%
+$25.92 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$19.43 
EQR Equity Residential
+1.03%
+$27.6 
ATO Atmos Energy Corporation
+1.03%
+$31.14 
ORLY O'Reilly Automotive Inc.
+1.02%
+$593.4 
PNW Pinnacle West Capital Corporation
+1.02%
+$19.76 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$53.36 
BEN Franklin Resources Inc.
+1.01%
+$11.84 
GL Globe Life Inc.
+1%
+$24.9 
SCHH Schwab U.S. REIT ETF
+1%
+$8.88 
ARCC Ares Capital Corporation
+1%
+$100.51 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$12.24 
VRSK Verisk Analytics Inc.
+0.99%
+$14.4 
IFF International Flavors & Fragrances Inc.
+0.98%
+$35.72 
IWD iShares Russell 1000 Value ETF
+0.98%
+$5,346.25 
VO Vanguard Mid-Cap ETF
+0.97%
+$12,205.99 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$109.02 
AIZ Assurant Inc.
+0.96%
+$14.94 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$876.74 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$5,239.74 
ICF iShares Cohen & Steers Realty Majors ETF
+0.96%
+$324.06 
PCG PG&E Corporation
+0.95%
+$63.04 
QRVO Qorvo Inc.
+0.95%
+$4.65 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$63.44 
XYL Xylem Inc.
+0.94%
+$16.48 
ALL Allstate Corporation
+0.94%
+$35.02 
VTV Vanguard Value ETF
+0.94%
+$257,502.34 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
RWR SPDR Dow Jones REIT ETF
+0.93%
+$283.5 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$2,900 
DOC Healthpeak Properties, Inc.
+0.93%
+$23.75 
MTCH Match Group, Inc.
+0.93%
+$4.48 
VNQ Vanguard Real Estate ETF
+0.92%
+$25,326.9 
KR Kroger Co.
+0.92%
+$20.65 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$1,004.64 
CSRE Cohen & Steers Real Estate Active ETF
+0.91%
+$7,965.36 
FRT Federal Realty Investment Trust
+0.9%
+$15.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,090 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$568.7 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$1,973.68 
OTIS Otis Worldwide Corporation
+0.88%
+$108.5 
APH Amphenol Corporation
+0.88%
+$60.3 
FF FutureFuel Corp
+0.88%
+$20 
IWM iShares Russell 2000 ETF
+0.87%
+$393.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$92,662.68 
VLTO Veralto Corporation
+0.87%
+$41.76 
MNST Monster Beverage Corporation
+0.87%
+$1,258.4 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,200.55 
PG Procter & Gamble Co
+0.86%
+$6,884.67 
FTNT Fortinet Inc.
+0.85%
+$1,103.6 
LKQ LKQ Corporation
+0.85%
+$22 
VTR Ventas Inc.
+0.85%
+$18.46 
EIX Edison International
+0.84%
+$42.7 
TRMB Trimble Inc.
+0.84%
+$6.72 
QDF FlexShares Quality Dividend Index Fund
+0.84%
+$12,580 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$66,024.95 
BKNG Booking Holdings Inc.
+0.82%
+$67.5 
CNP CenterPoint Energy Inc.
+0.82%
+$36.75 
SRE Sempra
+0.82%
+$75.75 
MSCI MSCI Inc.
+0.81%
+$24.05 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$376.32 
GM General Motors Company
+0.8%
+$126.1 
PCAR PACCAR Inc.
+0.8%
+$31.02 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$1,658.8 
AKAM Akamai Technologies Inc.
+0.79%
+$8.32 
SO The Southern Company
+0.78%
+$41.61 
INVH Invitation Homes Inc.
+0.78%
+$7.82 
RAL Ralliant Corporation
+0.78%
+$16.83 
FE FirstEnergy Corp.
+0.77%
+$20.88 
NXPI NXP Semiconductors N.V.
+0.76%
+$115.5 
GE General Electric Company
+0.76%
+$147.32 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$118,282.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$285.3 
ARE Alexandria Real Estate Equities, Inc.
+0.76%
+$11.2 
CVX Chevron Corporation
+0.75%
+$1,784.99 
XLE Energy Select Sector SPDR Fund
+0.75%
+$146.63 
DLR Digital Realty Trust, Inc.
+0.74%
+$72.08 
SBUX Starbucks Corporation
+0.74%
+$1,156.72 
MO Altria Group, Inc.
+0.74%
+$1,470.75 
KMB Kimberly-Clark Corporation
+0.74%
+$12.75 
UNH UnitedHealth Group Incorporated
+0.73%
+$534.6 
HD The Home Depot, Inc.
+0.73%
+$1,223.32 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.72%
+$58.75 
ON ON Semiconductor Corporation
+0.72%
+$20.75 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,210.22 
MA Mastercard Incorporated
+0.71%
+$277.6 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$12,366.04 
NTAP NetApp, Inc.
+0.71%
+$14.82 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$12.88 
PYPL PayPal Holdings Inc
+0.7%
+$63.51 
KHC The Kraft Heinz Company
+0.7%
+$26.01 
VB Vanguard Small-Cap ETF
+0.7%
+$5,831.83 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$3,605.58 
AEE Ameren Corporation
+0.69%
+$35.25 
EMR Emerson Electric Co.
+0.69%
+$4,528.63 
COST Costco Wholesale Corporation
+0.68%
+$2,384.27 
ROP Roper Technologies Inc.
+0.68%
+$13.56 
YUM Yum! Brands, Inc.
+0.68%
+$50.96 
IAK iShares U.S. Insurance ETF
+0.68%
+$45.5 
ECL Ecolab Inc.
+0.68%
+$28.48 
LNT Alliant Energy Corporation
+0.68%
+$14.21 
IGF iShares Global Infrastructure ETF
+0.67%
+$922.5 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$600.16 
DOW Dow Inc.
+0.65%
+$27.94 
APA APA Corporation
+0.65%
+$15.6 
INCY Incyte Corporation
+0.65%
+$14.7 
MS Morgan Stanley
+0.65%
+$92.46 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$433.95 
WMB The Williams Companies, Inc.
+0.64%
+$32.66 
PHO Invesco Water Resources ETF
+0.63%
+$42 
DUK Duke Energy Corporation
+0.63%
+$20.28 
KIM Kimco Realty Corporation
+0.62%
+$19.84 
LW Lamb Weston Holdings, Inc.
+0.62%
+$2.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$14,146.5 
JBLU JetBlue Airways Corporation
+0.6%
+$12 
CMI Cummins Inc.
+0.59%
+$31.12 
FFIV F5 Inc.
+0.59%
+$6.96 
SWK Stanley Black & Decker Inc.
+0.59%
+$4.41 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$29,755.43 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$369.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$10,002.55 
AEP American Electric Power Company, Inc.
+0.58%
+$69.75 
ACGL Arch Capital Group Ltd
+0.58%
+$12.72 
CSGP CoStar Group, Inc.
+0.58%
+$14.63 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,143.02 
VGT Vanguard Information Technology ETF
+0.58%
+$26.8 
DFIV Dimensional International Value ETF
+0.58%
+$2,376.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$22,870.12 
SBAC SBA Communications Corporation
+0.56%
+$20.52 
AIG American International Group Inc.
+0.56%
+$47.04 
IVV iShares Core S&P 500 ETF
+0.55%
+$4,126.83 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,063.93 
J Jacobs Solutions Inc.
+0.55%
+$313.95 
MRNA Moderna, Inc.
+0.54%
+$5.67 
HON Honeywell International Inc.
+0.54%
+$27.37 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$369 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$893.76 
URI United Rentals, Inc.
+0.54%
+$28.75 
GOOGL Alphabet Inc
+0.53%
+$5,598.21 
SCHK Schwab 1000 Index ETF
+0.53%
+$58.52 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$612.5 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$14.85 
FTV Fortive Corporation
+0.5%
+$49.5 
CHD Church & Dwight Co., Inc.
+0.49%
+$7.2 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$31.22 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$10,037.7 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$6,957.16 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$341.2 
CPT Camden Property Trust
+0.47%
+$10.26 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,272 
MSI Motorola Solutions, Inc.
+0.46%
+$20.9 
HSY The Hershey Company
+0.45%
+$8.2 
GOOG Alphabet Inc
+0.45%
+$2,000 
WMT Walmart Inc.
+0.45%
+$158.22 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$28.32 
CINF Cincinnati Financial Corporation
+0.42%
+$19.88 
CSX CSX Corporation
+0.42%
+$325 
PGR Progressive Corporation
+0.42%
+$51.85 
HTUS Hull Tactical US ETF
+0.41%
+$17.9 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,228.89 
AME Ametek Inc.
+0.4%
+$12.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$1,505.25 
DG Dollar General Corporation
+0.4%
+$63.02 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$312.51 
FAST Fastenal Co.
+0.39%
+$12.6 
KVUE Kenvue Inc.
+0.39%
+$31.15 
ES Eversource Energy
+0.38%
+$15.6 
GD General Dynamics Corporation
+0.38%
+$20.4 
PSA Public Storage Common Stock
+0.38%
+$2.46 
PEP PepsiCo, Inc.
+0.38%
+$3,508.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$4,788.5 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.37%
+$1,027.4 
TDY Teledyne Technologies Incorporated
+0.37%
+$16.03 
CPB The Campbell's Company
+0.35%
+$1.04 
PODD Insulet Corporation
+0.34%
+$2.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$68.4 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$24,966.9 
WEC WEC Energy Group Inc.
+0.33%
+$6.29 
AMGN Amgen Inc.
+0.32%
+$266.76 
SLB Schlumberger Limited
+0.32%
+$18 
CDNS Cadence Design Systems, Inc.
+0.32%
+$40.26 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$424.53 
WM Waste Management, Inc.
+0.3%
+$21.78 
DRI Darden Restaurants, Inc.
+0.3%
+$8.82 
SCHF Schwab International Equity ETF
+0.29%
+$621.36 
FANG Diamondback Energy Inc
+0.28%
+$6.48 
XOM Exxon Mobil Corporation
+0.28%
+$212.37 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,391.12 
MMM 3M Company
+0.26%
+$253.8 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$202.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$17.6 
UHS Universal Health Services, Inc.
+0.25%
+$3.7 
CARR Carrier Global Corporation
+0.24%
+$68 
BLDP BALLARD POWER SYSTEMS INC Common Stock
+0.24%
+$8.52 
BP BP p.l.c. Sponsored ADR
+0.23%
+$20.6 
EXR Extra Space Storage Inc.
+0.23%
+$4.76 
A Agilent Technologies Inc.
+0.22%
+$5.22 
IQV IQVIA Holdings Inc.
+0.22%
+$4.4 
WDAY Workday Inc.
+0.21%
+$3.51 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$12,221.64 
TRV The Travelers Companies, Inc.
+0.18%
+$64.96 
VUG Vanguard Growth ETF
+0.18%
+$51,048.9 
CIEN Ciena Corporation
+0.17%
+$0.76 
BNDX Vanguard Total International Bond ETF
+0.17%
+$4.24 
STE STERIS plc
+0.16%
+$2.38 
DXCM DexCom, Inc.
+0.16%
+$3 
NVDA NVIDIA Corporation
+0.16%
+$3,625.6 
HAS Hasbro Inc.
+0.15%
+$1.82 
PFE Pfizer Inc.
+0.15%
+$67.52 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$307.2 
APTV Aptiv PLC
+0.13%
+$1.35 
CCI Crown Castle Inc.
+0.13%
+$6.24 
SHW The Sherwin-Williams Company
+0.13%
+$5.74 
PH Parker-Hannifin Corporation
+0.12%
+$4.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$0.36 
VRSN Verisign Inc.
+0.11%
+$4.8 
PHR Phreesia Inc.
+0.11%
+$1 
KO The Coca-Cola Company
+0.11%
+$24.75 
EA Electronic Arts Inc.
+0.11%
+$3.3 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$1.44 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$70.62 
EXPE Expedia Group, Inc.
+0.1%
+$5.06 
MSFT Microsoft Corp.
+0.1%
+$643.58 
FDX FedEx Corporation
+0.09%
+$4.34 
AES AES Corporation
+0.07%
+$1.27 
BRO Brown & Brown Inc.
+0.07%
+$0.76 
CL Colgate-Palmolive Company
+0.07%
+$1.68 
LDOS Leidos Holdings Inc.
+0.07%
+$0.64 
CB Chubb Limited
+0.06%
+$13.65 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$138.8 
BIIB Biogen Inc.
+0.04%
+$8.73 
DBND DoubleLine Opportunistic Bond ETF
+0.04%
+$53.92 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$20.28 
AON Aon plc
+0.04%
+$0.14 
TJX The TJX Companies, Inc.
+0.04%
+$10.64 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$1.6 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$929.75 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$0.9 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$0.1 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$63.36 
PANW Palo Alto Networks, Inc.
+0.03%
+$3.69 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$54.5 
HWM Howmet Aerospace Inc.
+0.03%
+$1.75 
OC Owens Corning
+0.03%
+$10.74 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$11.96 
CLOA iShares AAA CLO ETF
+0.02%
+$5.79 
ORCL Oracle Corporation
+0.02%
+$11.76 
MCD McDonald's Corporation
+0.01%
+$11.04 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$0.08 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
AVXL Anavex Life Sciences Corp.
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BLL Ball Corp
0%
$0 
BRIE
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
COO
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
FLG
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
JCI
0%
$0 
L
0%
$0 
LEN
0%
$0 
LH
0%
$0 
LYV
0%
$0 
PKI PerkinElmer, Inc.
0%
$0 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
0%
$0 
SIRI
0%
$0 
SQ Block, Inc.
0%
$0 
UDR
0%
$0 
XRPT
0%
$0 
ADBE Adobe Inc.
-6.75%
-$118.24 
GENVR Gen Digital Inc. Contingent Value Right
-6.17%
-$3.4 
PINS Pinterest, Inc. Class A
-6%
-$129 
CVNA Carvana Co.
-5.49%
-$446.4 
DJT Trump Media & Technology Group Corp.
-5.46%
-$45 
SMCI Super Micro Computer Inc
-4.72%
-$105.7 
LEE Lee Enterprises, Incorporated
-3.98%
-$82 
PTC PTC Inc.
-3.98%
-$32.97 
FOX Fox Corporation Class B Common Stock
-3.98%
-$34.16 
FOXA Fox Corporation
-3.59%
-$102.9 
ADSK Autodesk, Inc.
-3.47%
-$264.18 
DKNG DraftKings Inc.
-3.4%
-$127.5 
CTAS Cintas Corporation
-3.08%
-$336 
AGL Agilon Health Inc.
-2.8%
-$130 
DASH DoorDash, Inc.
-2.59%
-$80.2 
LULU lululemon athletica inc.
-2.52%
-$21.49 
CPNG Coupang Inc.
-2.49%
-$21.5 
LLY Eli Lilly and Company
-2.41%
-$1,732.9 
PLTR Palantir Technologies Inc.
-2.36%
-$401.7 
ZTS Zoetis Inc.
-2.25%
-$126.27 
NKE Nike, Inc. - Class B
-2.24%
-$347.11 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$177.94 
GME Gamestop Corp.
-1.85%
-$41 
ULTA Ulta Beauty Inc.
-1.82%
-$60.76 
ABT Abbott Laboratories
-1.64%
-$9,137.52 
MHK Mohawk Industries, Inc.
-1.56%
-$5.13 
AAPL Apple Inc.
-1.52%
-$42,660 
LMT Lockheed Martin Corporation
-1.52%
-$208.75 
CLX The Clorox Company
-1.51%
-$11.84 
MU Micron Technology, Inc.
-1.43%
-$983.94 
COLD Americold Realty Trust
-1.43%
-$21 
FSLR First Solar, Inc.
-1.42%
-$27.02 
MRK Merck & Co., Inc.
-1.42%
-$1,154.25 
LHX L3Harris Technologies, Inc.
-1.4%
-$144.54 
BBBY Bed Bath & Beyond Inc.
-1.34%
-$0.72 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$935.36 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$314.28 
VEEV Veeva Systems Inc.
-1.24%
-$28.14 
AMZN Amazon.com Inc
-1.23%
-$3,338.87 
WAT Waters Corporation
-1.17%
-$21.05 
BA Boeing Company
-1.16%
-$14,164.18 
NFLX Netflix, Inc.
-1.14%
-$2,812.32 
AMT American Tower Corporation
-1.12%
-$462.21 
XRPI XRP ETF
-1.1%
-$149.8 
HII Huntington Ingalls Industries Inc.
-1.09%
-$22.89 
XRPC Canary XRP ETF
-1.07%
-$302.25 
BLDR Builders FirstSource Inc.
-1.02%
-$5.6 
XRP Bitwise XRP ETF
-1.02%
-$287.82 
UBER Uber Technologies, Inc.
-1.01%
-$151.2 
AXON Axon Enterprise, Inc.
-1%
-$22.35 
CPRT Copart Inc.
-1%
-$14.57 
IBM International Business Machines Corporation
-0.95%
-$3,520.92 
ALGN Align Technology, Inc.
-0.95%
-$20.04 
EBAY eBay Inc.
-0.91%
-$33 
AVGO Broadcom Inc.
-0.91%
-$3,157 
NOW ServiceNow, Inc.
-0.9%
-$37.2 
MTD Mettler-Toledo International Inc.
-0.85%
-$9.76 
DIN Dine Brands Global Inc.
-0.84%
-$29 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$2.01 
DLTR Dollar Tree, Inc.
-0.78%
-$10.68 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$36.69 
EW Edwards Lifesciences Corporation
-0.76%
-$24.05 
BDX Becton, Dickinson and Company
-0.75%
-$19.98 
PHM PulteGroup Inc.
-0.67%
-$10.79 
CSCO Cisco Systems, Inc.
-0.6%
-$1,706.01 
MDLZ Mondelez International, Inc.
-0.58%
-$14.06 
PPLT abrdn Physical Platinum Shares ETF
-0.58%
-$90 
ETN Eaton Corporation plc
-0.57%
-$1,014.75 
MKC McCormick & Company, Incorporated
-0.57%
-$4.2 
SYY Sysco Corporation
-0.56%
-$22.05 
BSX Boston Scientific Corporation
-0.55%
-$376.48 
BKR Baker Hughes Company
-0.54%
-$60.52 
SNPS Synopsys, Inc.
-0.53%
-$26.4 
FICO Fair Isaac Corporation
-0.52%
-$24.72 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$4 
UPS United Parcel Service, Inc.
-0.51%
-$79.75 
DOV Dover Corporation
-0.5%
-$9.9 
DECK Deckers Outdoor Corporation
-0.47%
-$14.58 
WST West Pharmaceutical Services, Inc.
-0.46%
-$39.52 
ISRG Intuitive Surgical, Inc.
-0.45%
-$64.4 
SOLV Solventum Corporation
-0.44%
-$2.8 
IT Gartner Inc.
-0.43%
-$8.32 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$274.48 
OWL Blue Owl Capital Inc.
-0.41%
-$4 
TT Trane Technologies plc
-0.41%
-$52.92 
COIN Coinbase Global, Inc.
-0.41%
-$27.95 
HAL Halliburton Company
-0.4%
-$24.48 
MCK McKesson Corporation
-0.4%
-$21.98 
NOC Northrop Grumman Corporation
-0.4%
-$32.85 
DHR Danaher Corporation
-0.38%
-$424.34 
NIO Nio Inc.
-0.38%
-$5 
DGX Quest Diagnostics Inc.
-0.38%
-$14.63 
RTX RTX Corporation
-0.37%
-$272.68 
MRVL Marvell Technology, Inc.
-0.36%
-$83.83 
CRM Salesforce Inc
-0.34%
-$20.72 
CBOE Cboe Global Markets Inc.
-0.34%
-$12.87 
BHF Brighthouse Financial Inc.
-0.33%
-$1.05 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.32%
-$96.4 
GBDC Golub Capital BDC, Inc.
-0.3%
-$32.28 
DIS The Walt Disney Company
-0.3%
-$123.6 
CRL Charles River Laboratories International, Inc.
-0.29%
-$2.2 
SJM The J.M. Smucker Company
-0.29%
-$6.12 
STLA Stellantis N.V.
-0.29%
-$6 
META Meta Platforms Inc Class A
-0.26%
-$334.95 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$187.53 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$14.8 
BAB Invesco Taxable Municipal Bond ETF
-0.22%
-$120.6 
GILD Gilead Sciences Inc.
-0.22%
-$51.24 
DHI D.R. Horton, Inc.
-0.22%
-$5.78 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$282.39 
GRMN Garmin Ltd.
-0.2%
-$4.8 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$2.25 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.19%
-$22 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.19%
-$2.1 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$1.17 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.19%
-$121.94 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$290.36 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.18%
-$2.12 
MDT Medtronic plc
-0.16%
-$5.46 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$2.97 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$34.29 
IEP Icahn Enterprises L.P.
-0.14%
-$1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$1.5 
LOW Lowe's Companies Inc.
-0.12%
-$14.31 
TDG TransDigm Group Inc.
-0.12%
-$10.78 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$15.74 
OPCH Option Care Health Inc.
-0.1%
-$2 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$98.84 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$21.32 
INTU Intuit Inc.
-0.07%
-$25.74 
ADV Advantage Solutions Inc.
-0.05%
-$0.8 
FTSL First Trust Senior Loan ETF
-0.04%
-$7.32 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$14.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$0.54 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$6.81 
TECH Bio-Techne Corporation
-0.04%
-$0.2 
TSCO Tractor Supply Company
-0.03%
-$6.8 
EVSD Eaton Vance Short Duration Income Fund
-0.03%
-$17.22 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$2.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$0.14 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$8.47 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$5.18 
IWY iShares Russell Top 200 Growth ETF
0%
-$2.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1564 | Longs Won 920/1564 58% | Profit Factor 19.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,996.54 |
| Average Win $73,469.41 | Best Trade (Jun 14) $5.18M | Sharpe Ratio -8.09 |
| Average Loss -$5,465.17 | Worst Trade (Jun 14) -$280,601.3 | Z-Score 3.44 (99.94%) |
| Commissions $0 | Avg. Trade Length 7m 2w 4d | Expectancy $40,966.24 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
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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