AB
Andrew Burkey Portfolio
Invests via Joseph Group Capital Management | Managed by The Joseph Group Capital Management, Alex Durbin, CFA
Invests via Joseph Group Capital Management
Managed by The Joseph Group Capital Management, Alex Durbin, CFA
Automatically Tracked
Andrew Burkey Profile
Andrew Burkey has developed a robust career in corporate strategy and business development across various industries. His extensive experience encompasses scaling companies, fostering strategic partnerships, and spearheading initiatives that drive operational excellence. Notably recognized for his innovative approach to market expansion, he plays a crucial role in positioning businesses to seize new growth opportunities. Andrew's educational background equips him with analytical skills and insights that are critical for navigating complex corporate landscapes. His influence extends beyond organizational boundaries as he actively engages with industry stakeholders to forge alliances that enhance competitive advantage.
Andrew Burkey has developed a robust career in corporate strategy and business development across various industries. His extensive experience encompasses scaling companies, fostering strategic partnerships, and spearheading initiatives that drive operational excellence. Notably recognized for his innovative approach to market expansion, he plays a crucial role in positioning businesses to seize new growth opportunities. Andrew's educational background equips him with analytical skills and insights that are critical for navigating complex corporate landscapes. His influence extends beyond organizational boundaries as he actively engages with industry stakeholders to forge alliances that enhance competitive advantage.
Investment Philosophy & Strategy
In today's competitive landscape, Andrew Burkey employs a growth-oriented investment philosophy that prioritizes transformative opportunities. Leveraging his expertise in corporate strategy and operational improvement, he identifies high-potential ventures capable of substantial market disruption. His approach emphasizes building scalable business models that align with emerging consumer trends and technological advancements. By fostering strategic partnerships and alliances, he enhances the likelihood of sustained profitability while navigating complex industry dynamics. With a keen eye on innovation as a driver for expansion, decision-making is informed by an understanding of how market shifts can create advantageous entry points.
In today's competitive landscape, Andrew Burkey employs a growth-oriented investment philosophy that prioritizes transformative opportunities. Leveraging his expertise in corporate strategy and operational improvement, he identifies high-potential ventures capable of substantial market disruption. His approach emphasizes building scalable business models that align with emerging consumer trends and technological advancements. By fostering strategic partnerships and alliances, he enhances the likelihood of sustained profitability while navigating complex industry dynamics. With a keen eye on innovation as a driver for expansion, decision-making is informed by an understanding of how market shifts can create advantageous entry points.
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:
30.18%
Gain +1.43%
Monthly
0.41%
Yearly
4.98%
Drawdown
11%
$416.45M
Equity
Holdings
$416.45M
Investment
$338.38M
$96.94M
Profit +$6.6M
Realized
$18.87M
Unrealized
$78.07M
Dividends
$19.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.43%
Profit
$6.6M
Win %
69%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.85M
Win %
69%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.79M
Win %
69%
This Year
Compared to last year
Gain
4.75%
Profit
$19.14M
Win %
70%
SNDK SanDisk Corporation
+14.53%
+$8,833.93 
KLAC KLA Corporation
+13.5%
+$11,823.99 
LRCX Lam Research Corporation
+12.83%
+$907,912.54 
AMAT Applied Materials, Inc.
+11.39%
+$12,626.26 
MU Micron Technology, Inc.
+11.38%
+$24,155.81 
INTC Intel Corporation
+9.42%
+$9,908.64 
UAL United Airlines Holdings, Inc.
+9.4%
+$811.44 
MKSI MKS Instruments Inc.
+9.31%
+$1,207.04 
TER Teradyne, Inc.
+9.11%
+$2,977.92 
AMKR Amkor Technology Inc.
+9.11%
+$970.02 
AMD Advanced Micro Devices, Inc.
+8.09%
+$8,962.1 
MPWR Monolithic Power Systems, Inc.
+8%
+$1,060.38 
WDC Western Digital Corporation
+7.82%
+$3,140.6 
FIX Comfort Systems USA, Inc.
+7.36%
+$759.18 
RCL Royal Caribbean Group
+7.17%
+$963.5 
DAL Delta Air Lines, Inc.
+7.1%
+$483.27 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$2,427.15 
FCX Freeport-McMoRan Inc.
+6.6%
+$877.4 
HON Honeywell International Inc.
+6.56%
+$1,822.5 
HOOD Robinhood Markets, Inc.
+6.5%
+$1,363.23 
STX Seagate Technology Holdings plc
+6.43%
+$2,203.32 
QCOM QUALCOMM Incorporated
+6.42%
+$3,020.88 
PANW Palo Alto Networks, Inc.
+6.18%
+$2,115.1 
NXPI NXP Semiconductors N.V.
+6.15%
+$895.56 
MCHP Microchip Technology Incorporated
+5.95%
+$538.69 
HWM Howmet Aerospace Inc.
+5.93%
+$1,745.22 
VRT Vertiv Holdings Co
+5.92%
+$449.01 
FDX FedEx Corporation
+5.87%
+$1,198.72 
BA Boeing Company
+5.81%
+$1,566.7 
DELL Dell Technologies Inc.
+5.8%
+$1,653.19 
IBP Installed Building Products Inc.
+5.62%
+$187,024.95 
TXN Texas Instruments Inc
+5.51%
+$4,276.25 
WSM Williams-Sonoma, Inc.
+5.49%
+$556.64 
LFUS Littelfuse Inc.
+5.33%
+$374.88 
GD General Dynamics Corporation
+5.33%
+$1,017.52 
GLW Corning Incorporated
+5.18%
+$2,441.6 
ON ON Semiconductor Corporation
+5.17%
+$530.1 
NEM Newmont Corporation
+5.15%
+$654.86 
ODFL Old Dominion Freight Line, Inc.
+5.12%
+$677.04 
UPS United Parcel Service, Inc.
+5.08%
+$4,446.75 
ETN Eaton Corporation plc
+5.08%
+$366,946.56 
ADI Analog Devices, Inc.
+5.04%
+$2,909.13 
AMGN Amgen Inc.
+4.97%
+$224,784.72 
CRH CRH plc
+4.96%
+$391.84 
PWR Quanta Services Inc.
+4.89%
+$1,115.1 
CAT Caterpillar Inc.
+4.73%
+$6,797.28 
DHI D.R. Horton, Inc.
+4.69%
+$412.8 
KEYS Keysight Technologies, Inc.
+4.69%
+$637.98 
GEV GE Vernova Inc.
+4.6%
+$2,750.34 
TSLA Tesla, Inc.
+4.56%
+$9,234.09 
NVT nVent Electric plc
+4.5%
+$395.36 
FTNT Fortinet Inc.
+4.43%
+$1,355.2 
LMT Lockheed Martin Corporation
+4.4%
+$4,317.83 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$4,765.77 
NKE Nike, Inc. - Class B
+4.36%
+$243.21 
COIN Coinbase Global, Inc.
+4.21%
+$519.2 
GE General Electric Company
+4.17%
+$2,231.04 
NUE Nucor Corporation
+4.1%
+$492.72 
SYF Synchrony Financial
+4.1%
+$247.95 
ROK Rockwell Automation, Inc.
+4.07%
+$626.5 
SHW The Sherwin-Williams Company
+3.88%
+$531.23 
TDG TransDigm Group Inc.
+3.85%
+$326.9 
RTX RTX Corporation
+3.83%
+$2,740.4 
PKG Packaging Corporation of America
+3.82%
+$264.96 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$9,112.48 
EQH Equitable Holdings, Inc.
+3.79%
+$240.09 
GILD Gilead Sciences Inc.
+3.77%
+$1,154.16 
AVGO Broadcom Inc.
+3.69%
+$207,096.5 
CMI Cummins Inc.
+3.66%
+$1,221.91 
EMR Emerson Electric Co.
+3.62%
+$530.72 
SBUX Starbucks Corporation
+3.58%
+$1,212.51 
TGT Target Corporation
+3.48%
+$740.36 
DRI Darden Restaurants, Inc.
+3.48%
+$255.24 
SCHA Schwab U.S. Small-Cap ETF
+3.41%
+$46,006.09 
CWI SPDR MSCI ACWI ex-US ETF
+3.4%
+$426.65 
IYW iShares U.S. Technology ETF
+3.36%
+$594 
RPM RPM International Inc.
+3.35%
+$157,636.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.34%
+$999,716.16 
C Citigroup Inc.
+3.29%
+$2,770.09 
GS The Goldman Sachs Group, Inc.
+3.23%
+$1,874.56 
PCAR PACCAR Inc.
+3.16%
+$738 
EFA iShares MSCI EAFE ETF
+3.14%
+$5,608.78 
GLDM SPDR Gold MiniShares Trust
+3.13%
+$126,492.41 
BIIB Biogen Inc.
+3%
+$209.88 
EBAY eBay Inc.
+2.9%
+$570.73 
LHX L3Harris Technologies, Inc.
+2.89%
+$227.86 
TPR Tapestry Inc.
+2.87%
+$344.25 
PH Parker-Hannifin Corporation
+2.83%
+$179,808.9 
GRMN Garmin Ltd.
+2.81%
+$260 
NRG NRG Energy, Inc.
+2.8%
+$158.86 
MS Morgan Stanley
+2.79%
+$1,238.4 
ECL Ecolab Inc.
+2.76%
+$496.3 
CARR Carrier Global Corporation
+2.74%
+$252.96 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$872,728.62 
MAR Marriott International Inc. - Class A
+2.73%
+$929.28 
NTRS Northern Trust Corporation
+2.7%
+$255.93 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$172.2 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.67%
+$17,888.76 
TT Trane Technologies plc
+2.58%
+$578.5 
EXPE Expedia Group, Inc.
+2.56%
+$201.6 
DFIS Dimensional International Small Cap ETF
+2.53%
+$16,880.63 
HPE Hewlett Packard Enterprise Company
+2.52%
+$360.68 
DDOG Datadog, Inc. Class A Common Stock
+2.51%
+$428.62 
OMC Omnicom Group Inc.
+2.5%
+$233.1 
COF Capital One Financial Corporation
+2.45%
+$630.75 
DOV Dover Corporation
+2.43%
+$187.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.43%
+$3,513.68 
HD The Home Depot, Inc.
+2.42%
+$150,615.73 
HSY The Hershey Company
+2.42%
+$201.16 
BMY Bristol-Myers Squibb Company
+2.41%
+$471.68 
CSCO Cisco Systems, Inc.
+2.4%
+$3,154.95 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+2.37%
+$593.88 
LLY Eli Lilly and Company
+2.37%
+$135,743.6 
WAB Wabtec Corporation
+2.37%
+$206.72 
CIEN Ciena Corporation
+2.33%
+$414.92 
NVDA NVIDIA Corporation
+2.32%
+$24,339.8 
PFE Pfizer Inc.
+2.29%
+$569.21 
LOW Lowe's Companies Inc.
+2.25%
+$685.26 
APH Amphenol Corporation
+2.24%
+$478.33 
CVS CVS Health Corporation
+2.23%
+$266.57 
CSX CSX Corporation
+2.2%
+$533.46 
DASH DoorDash, Inc.
+2.19%
+$271.42 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$439.47 
CAH Cardinal Health Inc.
+2.12%
+$362.61 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.12%
+$304,756.37 
HBAN Huntington Bancshares Incorporated
+2.11%
+$161.88 
MLM Martin Marietta Materials, Inc.
+2.1%
+$104.49 
MEDP Medpace Holdings Inc.
+2.08%
+$42,918.16 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$91,420.3 
AVY Avery Dennison Corporation
+2.06%
+$112.35 
CCNR ALPS Clean Energy ETF
+1.96%
+$326,565.19 
TFC Truist Financial Corporation
+1.93%
+$120.96 
GM General Motors Company
+1.93%
+$437.58 
DIS The Walt Disney Company
+1.92%
+$746.63 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.9%
+$5,852.73 
VUG Vanguard Growth ETF
+1.88%
+$715.92 
AME Ametek Inc.
+1.86%
+$263.68 
VRTX Vertex Pharmaceuticals Incorporated
+1.85%
+$84,848.09 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$2,643.37 
BKNG Booking Holdings Inc.
+1.83%
+$147.25 
PJP Invesco Pharmaceuticals ETF
+1.83%
+$46,354.96 
NOC Northrop Grumman Corporation
+1.8%
+$313.12 
ITW Illinois Tool Works Inc.
+1.77%
+$488.4 
CATH Global X S&P 500 Catholic Values ETF
+1.75%
+$7,376.41 
IWB iShares Russell 1000 ETF
+1.75%
+$6,701.32 
AXP American Express Company
+1.74%
+$529.62 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$319.61 
VOO Vanguard S&P 500 ETF
+1.7%
+$9,008.49 
MTB M&T Bank Corporation
+1.67%
+$108.17 
XYL Xylem Inc.
+1.66%
+$74.55 
CEG Constellation Energy Corporation
+1.62%
+$200.69 
EWBC East West Bancorp Inc.
+1.6%
+$149.65 
IRM Iron Mountain Inc.
+1.56%
+$136.32 
PVAL Putnam Focused Large Cap Value ETF
+1.54%
+$571.34 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.54%
+$59,946.03 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.48%
+$5,120.44 
MRK Merck & Co., Inc.
+1.45%
+$806.18 
TSCO Tractor Supply Company
+1.45%
+$64.97 
JPM JPMorgan Chase & Co.
+1.43%
+$105,917.98 
DE Deere & Company
+1.42%
+$374.36 
AMZN Amazon.com Inc
+1.4%
+$79,258.2 
USB U.S. Bancorp
+1.4%
+$226.57 
SYY Sysco Corporation
+1.37%
+$98.28 
STT State Street Corp
+1.34%
+$140.72 
IGF iShares Global Infrastructure ETF
+1.29%
+$2,300.09 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$29,820.86 
LIN Linde plc
+1.27%
+$802.28 
YUM Yum! Brands, Inc.
+1.27%
+$82.56 
FITB Fifth Third Bancorp
+1.25%
+$66,294.36 
UBER Uber Technologies, Inc.
+1.25%
+$347.44 
GEHC GE HealthCare Technologies Inc.
+1.25%
+$82.68 
ABNB Airbnb, Inc.
+1.24%
+$244.8 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$27,641.11 
PRU Prudential Financial, Inc.
+1.21%
+$100.72 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+1.21%
+$78,100.64 
AAPL Apple Inc.
+1.19%
+$103,610.34 
PYPL PayPal Holdings Inc
+1.18%
+$163.68 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.17%
+$160,998.02 
CINF Cincinnati Financial Corporation
+1.1%
+$107.97 
IBM International Business Machines Corporation
+1.09%
+$354.62 
CFR Cullen/Frost Bankers Inc.
+1.08%
+$74.88 
MNST Monster Beverage Corporation
+1.05%
+$105.6 
CVNA Carvana Co.
+1.03%
+$76.45 
DEW WisdomTree Global High Dividend Fund
+1.02%
+$147,001.16 
SLB Schlumberger Limited
+1.02%
+$172.89 
BAC Bank of America Corporation
+1.01%
+$374.55 
HLT Hilton Worldwide Holdings Inc.
+0.99%
+$322.56 
DLR Digital Realty Trust, Inc.
+0.97%
+$229.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.96%
+$87.36 
RYF Invesco S&P 500 Equal Weight Financials ETF
+0.94%
+$76,581.44 
MMM 3M Company
+0.94%
+$102.9 
MCD McDonald's Corporation
+0.93%
+$373.46 
RWO SPDR Dow Jones Global Real Estate ETF
+0.91%
+$684 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$50.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$93,917.37 
CTA-PA EIDP, Inc.
+0.81%
+$63.64 
FTLS First Trust Long/Short Equity ETF
+0.78%
+$73.53 
FAST Fastenal Co.
+0.76%
+$144.9 
APD Air Products and Chemicals, Inc.
+0.74%
+$160.68 
BKR Baker Hughes Company
+0.73%
+$76.36 
URI United Rentals, Inc.
+0.73%
+$84.48 
BLK BlackRock, Inc.
+0.7%
+$183.69 
WTFC Wintrust Financial Corporation
+0.66%
+$47.94 
EXR Extra Space Storage Inc.
+0.63%
+$55.46 
AJG Arthur J. Gallagher & Co.
+0.63%
+$66.24 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$235,175.45 
HLNE Hamilton Lane Inc.
+0.59%
+$26.97 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$630.56 
PCG PG&E Corporation
+0.57%
+$27.55 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$85.8 
SRE Sempra
+0.56%
+$66.3 
TTWO Take-Two Interactive Software, Inc.
+0.54%
+$61.56 
GOOG Alphabet Inc
+0.54%
+$1,681.49 
JNK SPDR Bloomberg High Yield Bond ETF
+0.54%
+$1,132.48 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.54%
+$1,896.35 
UNP Union Pacific Corporation
+0.53%
+$194.58 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$93.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$1,859.49 
VPLS Vanguard Core-Plus Bond ETF
+0.5%
+$691.08 
ABT Abbott Laboratories
+0.49%
+$471.68 
WFC Wells Fargo & Company
+0.48%
+$161.95 
EQIX Equinix, Inc.
+0.47%
+$270.05 
NSC Norfolk Southern Corporation
+0.47%
+$764.16 
PLTR Palantir Technologies Inc.
+0.47%
+$231.8 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$10.45 
SCHP Schwab U.S. TIPS ETF
+0.38%
+$103,901 
HUBB Hubbell Inc.
+0.37%
+$45.5 
VZ Verizon Communications Inc.
+0.36%
+$122.57 
TMUS T-Mobile US, Inc.
+0.36%
+$70.35 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$28.5 
ZTS Zoetis Inc.
+0.31%
+$22.75 
AIG American International Group Inc.
+0.29%
+$19.36 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.28%
+$4,462.29 
IDXX IDEXX Laboratories, Inc.
+0.28%
+$27.54 
IHF iShares U.S. Healthcare Providers ETF
+0.27%
+$114.1 
MUB iShares National Muni Bond ETF
+0.23%
+$6,679.75 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
+0.23%
+$32.17 
FNF Fidelity National Financial, Inc.
+0.23%
+$20.35 
ISRG Intuitive Surgical, Inc.
+0.21%
+$84.48 
TRV The Travelers Companies, Inc.
+0.21%
+$24.96 
D Dominion Energy, Inc.
+0.2%
+$49.68 
HYD VanEck High Yield Muni ETF
+0.2%
+$2,146 
KVUE Kenvue Inc.
+0.19%
+$14.81 
XEL Xcel Energy Inc.
+0.19%
+$21.9 
GOOGL Alphabet Inc
+0.16%
+$13,883.46 
HAL Halliburton Company
+0.13%
+$8.25 
SHYM iShares High Yield Bond ETF
+0.11%
+$1,508.53 
ABBV AbbVie Inc.
+0.11%
+$297 
LDOS Leidos Holdings Inc.
+0.1%
+$4.2 
NDAQ Nasdaq, Inc.
+0.09%
+$11.92 
JNJ Johnson & Johnson
+0.09%
+$143.42 
KKR KKR & Co. Inc.
+0.08%
+$21.76 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$913 
CION Cion Investment Corporation
+0.07%
+$20.66 
VNQ Vanguard Real Estate ETF
+0.07%
+$20.23 
MDT Medtronic plc
+0.05%
+$6.96 
KMB Kimberly-Clark Corporation
+0.05%
+$9.35 
STE STERIS plc
+0.05%
+$3.9 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$4.85 
ABC AmerisourceBergen Corporation
0%
$0 
ANET
0%
$0 
ANTM Anthem Inc
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
EQT
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
JCI
0%
$0 
LYV
0%
$0 
SQ Block, Inc.
0%
$0 
TEL
0%
$0 
ORCL Oracle Corporation
-8.46%
-$4,412.06 
ADSK Autodesk, Inc.
-6.82%
-$1,177.02 
ADBE Adobe Inc.
-6.23%
-$1,816.25 
WDAY Workday Inc.
-4.72%
-$415.68 
EFX Equifax Inc.
-4%
-$298.8 
COP ConocoPhillips
-3.69%
-$1,169.52 
APP AppLovin Corporation Class A Common Stock
-2.9%
-$613.61 
ADM Archer-Daniels-Midland Co
-2.79%
-$215.65 
NOW ServiceNow, Inc.
-2.77%
-$1,076.04 
SPGI S&P Global Inc.
-2.75%
-$1,171 
INTU Intuit Inc.
-2.71%
-$708.4 
OXY Occidental Petroleum Corporation
-2.69%
-$319.28 
EOG EOG Resources, Inc.
-2.63%
-$357.93 
XOM Exxon Mobil Corporation
-2.61%
-$3,312.99 
FANG Diamondback Energy Inc
-2.51%
-$231.71 
WM Waste Management, Inc.
-2.38%
-$634.27 
MO Altria Group, Inc.
-2.37%
-$780.75 
ADP Automatic Data Processing Inc.
-2.23%
-$448.05 
BSX Boston Scientific Corporation
-2.15%
-$229.84 
CRM Salesforce Inc
-2.14%
-$1,661.64 
MSCI MSCI Inc.
-2.05%
-$161.98 
PSX Phillips 66
-2.04%
-$410.7 
CBOE Cboe Global Markets Inc.
-2.02%
-$206.38 
CVX Chevron Corporation
-2.01%
-$95,912.56 
MCO Moody's Corporation
-1.96%
-$317.16 
A Agilent Technologies Inc.
-1.85%
-$141.52 
MSFT Microsoft Corp.
-1.85%
-$131,682.42 
RSG Republic Services, Inc.
-1.69%
-$176.4 
ALL Allstate Corporation
-1.69%
-$189 
PAYX Paychex Inc.
-1.64%
-$213.49 
CBRE CBRE Group Inc.
-1.63%
-$174.8 
ACN Accenture plc Class A
-1.58%
-$280.8 
FIS Fidelity National Information Services, Inc.
-1.46%
-$96.9 
AMT American Tower Corporation
-1.42%
-$193.83 
OKE ONEOK, Inc.
-1.39%
-$308.73 
KMI Kinder Morgan, Inc.
-1.38%
-$399.52 
VLO Valero Energy Corporation
-1.36%
-$182.52 
DHR Danaher Corporation
-1.3%
-$152.32 
MDLZ Mondelez International, Inc.
-1.28%
-$274.7 
CTSH Cognizant Technology Solutions Corporation
-1.25%
-$67.72 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$426.24 
KO The Coca-Cola Company
-1.18%
-$761.4 
TRGP Targa Resources Corp.
-1.16%
-$234.58 
CCI Crown Castle Inc.
-1.15%
-$74.9 
V Visa Inc. Class A
-1.1%
-$75,753.03 
MPC Marathon Petroleum Corporation
-1.07%
-$58,251.3 
ICE Intercontinental Exchange, Inc.
-1.05%
-$193.88 
WTW Willis Towers Watson Public Limited Company
-1.05%
-$77.28 
PM Philip Morris International Inc.
-1.04%
-$527.16 
NFLX Netflix, Inc.
-0.96%
-$842.93 
IQV IQVIA Holdings Inc.
-0.95%
-$55.36 
SNPS Synopsys, Inc.
-0.94%
-$142.23 
SYK Stryker Corporation
-0.93%
-$266.91 
ED Consolidated Edison, Inc.
-0.87%
-$83.66 
PGR Progressive Corporation
-0.78%
-$35,296 
ATO Atmos Energy Corporation
-0.77%
-$61.1 
CB Chubb Limited
-0.76%
-$247.45 
COST Costco Wholesale Corporation
-0.74%
-$1,017.48 
ES Eversource Energy
-0.74%
-$39.66 
SCHW Charles Schwab Corporation
-0.73%
-$193.05 
WEC WEC Energy Group Inc.
-0.72%
-$708.48 
SO The Southern Company
-0.7%
-$335.94 
DUK Duke Energy Corporation
-0.67%
-$256.35 
HIG The Hartford Insurance Group, Inc.
-0.64%
-$36.52 
VRSK Verisk Analytics Inc.
-0.63%
-$63.8 
BP BP p.l.c. Sponsored ADR
-0.58%
-$45.75 
IGV iShares Expanded Tech-Software Sector ETF
-0.57%
-$56,952.48 
CL Colgate-Palmolive Company
-0.57%
-$407.49 
WMB The Williams Companies, Inc.
-0.57%
-$119.72 
META Meta Platforms Inc Class A
-0.55%
-$1,437.79 
CPB The Campbell's Company
-0.55%
-$68.12 
KR Kroger Co.
-0.51%
-$21,692.22 
TTE TotalEnergies SE
-0.51%
-$42.3 
UNH UnitedHealth Group Incorporated
-0.47%
-$266.88 
ORLY O'Reilly Automotive Inc.
-0.46%
-$80.09 
MA Mastercard Incorporated
-0.46%
-$387.52 
T AT&T Inc.
-0.43%
-$25,467.9 
PEP PepsiCo, Inc.
-0.42%
-$154.8 
PG Procter & Gamble Co
-0.41%
-$27,862.71 
ROP Roper Technologies Inc.
-0.41%
-$48.3 
CI The Cigna Group
-0.41%
-$68.97 
UL Unilever PLC Sponsored American Depositary Receipt
-0.41%
-$36.48 
ETR Entergy Corporation
-0.39%
-$52.89 
AEE Ameren Corporation
-0.38%
-$41.5 
CME CME Group Inc.
-0.35%
-$95.79 
FISV Fiserv, Inc.
-0.28%
-$20.1 
CDNS Cadence Design Systems, Inc.
-0.28%
-$85.2 
AXON Axon Enterprise, Inc.
-0.27%
-$17.08 
EW Edwards Lifesciences Corporation
-0.27%
-$43.47 
MCK McKesson Corporation
-0.27%
-$56.7 
EXC Exelon Corporation
-0.26%
-$28.92 
RF-PF Regions Financial Corporation
-0.24%
-$11.64 
ACGL Arch Capital Group Ltd
-0.23%
-$13.12 
GWW W.W. Grainger, Inc.
-0.21%
-$33.48 
CNP CenterPoint Energy Inc.
-0.17%
-$14.03 
PPL PPL Corporation
-0.15%
-$9.35 
WMT Walmart Inc.
-0.14%
-$181.65 
AMP Ameriprise Financial, Inc.
-0.14%
-$13.44 
WELL Welltower Inc.
-0.14%
-$34.8 
RJF Raymond James Financial Inc.
-0.12%
-$12.24 
NEE NextEra Energy, Inc.
-0.11%
-$55.95 
TJX The TJX Companies, Inc.
-0.11%
-$63.9 
AON Aon plc
-0.1%
-$20.74 
EA Electronic Arts Inc.
-0.1%
-$8.6 
MSI Motorola Solutions, Inc.
-0.07%
-$15.93 
NI NiSource Inc.
-0.05%
-$2.75 
AEP American Electric Power Company, Inc.
-0.05%
-$2,280.9 
DTE DTE Energy Company
-0.03%
-$2.65 
O Realty Income Corporation
-0.01%
-$0.8 Events
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Dividends
Dividend Analysis
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| Trades 1768 | Longs Won 1120/1768 63% | Profit Factor 7.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,175.33 |
| Average Win $99,702.88 | Best Trade (Jun 11) $5.81M | Sharpe Ratio -0.14 |
| Average Loss -$22,733.48 | Worst Trade (Jun 10) -$1.24M | Z-Score 6.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $54,828.02 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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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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