Taylor Wagner Portfolio
Invests via Valued Wealth Advisors LLC | Managed by Rich Wagner, Taylor Wagner, Parker Wagner
Invests via Valued Wealth Advisors LLC
Managed by Rich Wagner, Taylor Wagner, Parker Wagner
Automatically Tracked
Taylor Wagner Profile
Experienced operator-turned-investor focused on early-stage SaaS, fintech and marketplace businesses. Taylor Wagner brings founder and investing experience, leading seed and Series A investments, board advisory roles and go-to-market scaling for portfolio companies. Background includes product leadership, capital raises and strategic partnerships across B2B software. Active in sourcing deals, mentoring founders and aligning follow-on capital with growth metrics. Investment style emphasizes unit economics, customer retention and repeatable sales motion.
Experienced operator-turned-investor focused on early-stage SaaS, fintech and marketplace businesses. Taylor Wagner brings founder and investing experience, leading seed and Series A investments, board advisory roles and go-to-market scaling for portfolio companies. Background includes product leadership, capital raises and strategic partnerships across B2B software. Active in sourcing deals, mentoring founders and aligning follow-on capital with growth metrics. Investment style emphasizes unit economics, customer retention and repeatable sales motion.
Investment Philosophy & Strategy
Operator-led investor targeting early-stage SaaS, fintech and marketplace companies. Focuses on founder-market fit, unit economics and early retention signals to underwrite seed and Series A rounds. Deploys capital with staged follow-ons tied to ARR milestones and cohort-level retention, prioritizing repeatable sales motions and scalable GTM. Leans on product and partnership expertise to accelerate go-to-market, provides board-level governance, and balances growth orientation with margin discipline and measurable customer LTV/CAC improvement.
Operator-led investor targeting early-stage SaaS, fintech and marketplace companies. Focuses on founder-market fit, unit economics and early retention signals to underwrite seed and Series A rounds. Deploys capital with staged follow-ons tied to ARR milestones and cohort-level retention, prioritizing repeatable sales motions and scalable GTM. Leans on product and partnership expertise to accelerate go-to-market, provides board-level governance, and balances growth orientation with margin discipline and measurable customer LTV/CAC improvement.
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:
66.64%
Gain -0.48%
Monthly
1.61%
Yearly
21.09%
Drawdown
17.76%
$280.4M
Equity
Holdings
$280.4M
Investment
$208.22M
$76.31M
Profit -$814,937.89
Realized
$4.13M
Unrealized
$72.18M
Dividends
$10.4M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$814,937.89
Win %
71%
This Week
Compared To Last Week
Gain
0.16%
Profit
$432,910.89
Win %
71%
This Month
Compared to last month
Gain
-0.29%
Profit
-$814,937.89
Win %
71%
This Year
Compared to last year
Gain
1.93%
Profit
$5.3M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$101,962.05 
DXCM DexCom, Inc.
+11.95%
+$383.13 
ETN Eaton Corporation plc
+7.32%
+$5,293.97 
GOOG Alphabet Inc
+6.88%
+$23,291.58 
GOOGL Alphabet Inc
+6.73%
+$34,154.4 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$1,552.95 
VRT Vertiv Holdings Co
+6.18%
+$844.2 
ANET Arista Networks, Inc.
+5.46%
+$1,054.29 
GVA Granite Construction Incorporated
+5.26%
+$290.4 
ACHC Acadia Healthcare Company, Inc.
+5.26%
+$90.28 
FTNT Fortinet Inc.
+4.99%
+$1,101.1 
SOLS Sollensys Corp
+4.84%
+$247.42 
VAL Valaris Limited
+4.78%
+$108.3 
XPRO Expro Group Holdings N.V.
+4.73%
+$16.56 
RIG Transocean Ltd.
+4.72%
+$56.4 
SNDR Schneider National, Inc.
+4.69%
+$108.8 
CBOE Cboe Global Markets Inc.
+4.62%
+$41.13 
APO Apollo Global Management, Inc.
+4.44%
+$138.84 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$177.44 
SNPS Synopsys, Inc.
+4.41%
+$230.02 
CRK Comstock Resources Inc.
+4.41%
+$17.36 
LPLA LPL Financial Holdings Inc.
+4.28%
+$188.89 
LBRT Liberty Energy Inc.
+4.23%
+$105.64 
NBR Nabors Industries Ltd.
+4.22%
+$124.92 
GSAT Globalstar, Inc.
+4.11%
+$148.05 
FND Floor & Decor Holdings, Inc.
+4.11%
+$2.27 
MUR Murphy Oil Corporation
+4%
+$1,386.18 
FTI TechnipFMC plc
+3.98%
+$909.68 
TALO Talos Energy Inc.
+3.97%
+$398.46 
PLXS Plexus Corp.
+3.86%
+$383.35 
SDRL Seadrill Limited
+3.7%
+$19.2 
RYZ Ryerson Holding Corporation
+3.65%
+$43.12 
WFRD Weatherford International plc
+3.64%
+$181.72 
TBBK The Bancorp, Inc.
+3.54%
+$68.7 
CROX Crocs, Inc.
+3.52%
+$165.3 
CNX CNX Resources Corporation
+3.44%
+$171.36 
HLX Helix Energy Solutions Group, Inc.
+3.37%
+$125.55 
TWLO Twilio Inc.
+3.36%
+$249.99 
AMKR Amkor Technology Inc.
+3.34%
+$66.01 
TT Trane Technologies plc
+3.33%
+$278.73 
AGM Federal Agricultural Mortgage Corporation
+3.31%
+$65.7 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$97.16 
HNI HNI Corporation
+3.28%
+$10.01 
META Meta Platforms Inc Class A
+3.28%
+$7,107.36 
MTDR Matador Resources Company
+3.27%
+$85.32 
DBD Diebold Nixdorf Inc.
+3.27%
+$46.6 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$106.24 
LSTR Landstar System Inc.
+3.21%
+$59.73 
UHS Universal Health Services, Inc.
+3.15%
+$51.5 
STNG Scorpio Tankers Inc.
+3.08%
+$58.25 
ATI ATI Inc.
+3.05%
+$204.98 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$721.92 
CRC California Resources Corp
+3.04%
+$86.8 
MSFT Microsoft Corp.
+3.02%
+$19,912.43 
CNO CNO Financial Group Inc.
+2.99%
+$289.6 
AX Axos Financial Inc.
+2.98%
+$213.89 
MHK Mohawk Industries, Inc.
+2.96%
+$42.48 
HLIT Harmonic Inc.
+2.94%
+$17.82 
NVDA NVIDIA Corporation
+2.93%
+$15,782.46 
HRI Herc Holdings Inc.
+2.89%
+$21.1 
LDOS Leidos Holdings Inc.
+2.84%
+$12.76 
GPOR Gulfport Energy Corporation
+2.84%
+$31.15 
SM SM Energy Company
+2.81%
+$1,471.17 
P Everpure Inc.
+2.81%
+$227.88 
DNOW Dnow Inc.
+2.77%
+$18.62 
STRL Sterling Infrastructure, Inc.
+2.76%
+$80.2 
ATKR Atkore Inc.
+2.76%
+$99.96 
APA APA Corporation
+2.73%
+$331.65 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$199.92 
LYB LyondellBasell Industries N.V.
+2.71%
+$104.96 
GNRC Generac Holdings Inc.
+2.71%
+$46.8 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$49.3 
CRGY Crescent Energy Inc.
+2.69%
+$118.2 
TNK Teekay Tankers Ltd
+2.6%
+$40.2 
PUMP ProPetro Holding Corp.
+2.59%
+$99.12 
LPG Dorian LPG Ltd.
+2.55%
+$63.72 
FSLR First Solar, Inc.
+2.44%
+$10.04 
SMCI Super Micro Computer Inc
+2.42%
+$16.75 
PLAB Photronics Inc.
+2.4%
+$42.6 
OII Oceaneering International, Inc.
+2.39%
+$94.62 
CACC Credit Acceptance Corporation
+2.38%
+$26.48 
AR Antero Resources Corporation
+2.38%
+$13.44 
HP Helmerich & Payne Inc.
+2.37%
+$93.6 
AVT Avnet Inc.
+2.35%
+$420.24 
CVX Chevron Corporation
+2.35%
+$1,568.44 
PENG Penguin Solutions, Inc.
+2.33%
+$21.6 
CNC Centene Corporation
+2.27%
+$173.88 
BP BP p.l.c. Sponsored ADR
+2.26%
+$257 
FAST Fastenal Co.
+2.25%
+$1,014.3 
GLW Corning Incorporated
+2.24%
+$527.22 
WDC Western Digital Corporation
+2.21%
+$283.2 
UNFI United Natural Foods Inc.
+2.21%
+$160.6 
EOG EOG Resources, Inc.
+2.19%
+$915.84 
DVN Devon Energy Corporation
+2.17%
+$285.12 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$62.58 
CDNS Cadence Design Systems, Inc.
+2.16%
+$331.2 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$281.75 
TDW Tidewater Inc.
+2.15%
+$15.8 
CSCO Cisco Systems, Inc.
+2.14%
+$2,507.76 
LNG Cheniere Energy Inc.
+2.13%
+$848.54 
JBL Jabil Inc.
+2.12%
+$333.03 
PSA Public Storage Common Stock
+2.12%
+$20.16 
TPL Texas Pacific Land Corporation
+2.11%
+$191.59 
CRI Carter's Inc.
+2.06%
+$36.66 
HII Huntington Ingalls Industries Inc.
+2.05%
+$19.65 
KEYS Keysight Technologies, Inc.
+2.04%
+$6.39 
LTH Life Time Group Holdings Inc.
+2.04%
+$27 
ECG Everus Construction Group, Inc.
+2.02%
+$59.76 
OXY Occidental Petroleum Corporation
+2%
+$210.56 
LYFT Lyft Inc.
+1.99%
+$66.03 
MMSI Merit Medical Systems, Inc.
+1.99%
+$640.76 
MATV Mativ Holdings Inc.
+1.99%
+$3.91 
WTTR Select Water Solutions Inc.
+1.98%
+$180.72 
NMIH NMI Holdings Inc.
+1.98%
+$57.62 
GWW W.W. Grainger, Inc.
+1.97%
+$962.28 
OKE ONEOK, Inc.
+1.95%
+$311.46 
KMT Kennametal Inc.
+1.95%
+$48.1 
AM Antero Midstream Corporation
+1.95%
+$13.02 
HAL Halliburton Company
+1.93%
+$143.96 
LHX L3Harris Technologies, Inc.
+1.9%
+$129 
PANW Palo Alto Networks, Inc.
+1.89%
+$375.15 
BWXT Bwx Technologies Inc.
+1.88%
+$385.64 
FIX Comfort Systems USA, Inc.
+1.88%
+$159.25 
TSCO Tractor Supply Company
+1.85%
+$78.96 
CRM Salesforce Inc
+1.83%
+$228.39 
EAT Brinker International Inc.
+1.83%
+$38.4 
ORCL Oracle Corporation
+1.81%
+$679.14 
HWM Howmet Aerospace Inc.
+1.8%
+$169.32 
ARW Arrow Electronics Inc.
+1.75%
+$18.6 
EXE Expand Energy Corporation
+1.74%
+$27.37 
PEGA Pegasystems Inc.
+1.73%
+$3.12 
VTR Ventas Inc.
+1.73%
+$9.54 
HCA HCA Healthcare Inc.
+1.72%
+$27.2 
DCI Donaldson Company, Inc.
+1.71%
+$34.76 
CINF Cincinnati Financial Corporation
+1.69%
+$97.35 
AAON Aaon Inc.
+1.68%
+$44.1 
ZTS Zoetis Inc.
+1.66%
+$32.76 
BANC Banc of California Inc.
+1.65%
+$21.08 
FLEX Flex Ltd.
+1.64%
+$257.6 
J Jacobs Solutions Inc.
+1.64%
+$6.54 
KMI Kinder Morgan, Inc.
+1.64%
+$39 
TNC Tennant Company
+1.63%
+$18.9 
LBTYA Liberty Global Plc
+1.63%
+$28.9 
SHEL Shell plc
+1.62%
+$130.83 
HPE Hewlett Packard Enterprise Company
+1.61%
+$13.68 
ACN Accenture plc Class A
+1.61%
+$34.19 
ARCB ArcBest Corporation
+1.6%
+$75.24 
FANG Diamondback Energy Inc
+1.59%
+$298.92 
BSX Boston Scientific Corporation
+1.59%
+$172.28 
ATRO Astronics Corporation
+1.58%
+$20.52 
PLUS Eplus Inc.
+1.56%
+$42.6 
PSNY Polestar Automotive Holding UK PLC Class A ADS
+1.55%
+$12.98 
CDW CDW Corporation
+1.55%
+$18 
CHRD Chord Energy Corp
+1.54%
+$281.16 
VZ Verizon Communications Inc.
+1.52%
+$800.8 
SAP SAP SE Sponsored ADR
+1.51%
+$32.88 
PAYC Paycom Software, Inc.
+1.51%
+$48.8 
LMT Lockheed Martin Corporation
+1.5%
+$172.6 
RRC Range Resources Corporation
+1.49%
+$40.71 
DAKT Daktronics Inc.
+1.49%
+$2.9 
NOG Northern Oil and Gas Inc.
+1.49%
+$15.81 
PR Permian Resources Corporation
+1.48%
+$58.59 
WERN Werner Enterprises Inc.
+1.46%
+$51.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$208.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$453.12 
NOC Northrop Grumman Corporation
+1.43%
+$30.52 
PH Parker-Hannifin Corporation
+1.43%
+$109.92 
PWR Quanta Services Inc.
+1.43%
+$112.56 
KRP Kimbell Royalty Partners, LP
+1.42%
+$57.96 
GE General Electric Company
+1.42%
+$452.7 
MTUS Metallus Inc.
+1.41%
+$10.36 
HESM Hess Midstream LP
+1.39%
+$8.96 
SLB Schlumberger Limited
+1.39%
+$57.8 
KLAC KLA Corporation
+1.38%
+$976.08 
OVV Ovintiv Inc.
+1.36%
+$155.4 
TILE Interface Inc.
+1.36%
+$45.54 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$91.12 
VTOL Bristow Group Inc.
+1.34%
+$15 
CIEN Ciena Corporation
+1.34%
+$29.88 
BCC Boise Cascade Company
+1.33%
+$24 
MTRN Materion Corporation
+1.31%
+$234.78 
VSH Vishay Intertechnology Inc.
+1.27%
+$62.78 
RS Reliance Inc.
+1.27%
+$50.8 
WWD Woodward Inc.
+1.25%
+$26.82 
BKU BankUnited, Inc.
+1.24%
+$31.92 
CMCSA Comcast Corp
+1.23%
+$286.52 
COP ConocoPhillips
+1.22%
+$507.5 
QDEL QuidelOrtho Corporation
+1.21%
+$10.2 
VRSN Verisign Inc.
+1.2%
+$68.8 
WFC Wells Fargo & Company
+1.19%
+$889.44 
HONA Honeywell Aerospace Inc.
+1.18%
+$454.96 
ODC Oil-Dri Corporation of America
+1.18%
+$9.28 
AMAT Applied Materials, Inc.
+1.18%
+$1,121 
LBTYK Liberty Global plc
+1.17%
+$17.52 
MWA Mueller Water Products Inc.
+1.16%
+$16.53 
RMD ResMed Inc.
+1.16%
+$24.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$270.4 
ITW Illinois Tool Works Inc.
+1.15%
+$624 
MSI Motorola Solutions, Inc.
+1.14%
+$64.09 
SANM Sanmina Corporation
+1.13%
+$10.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$326.8 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$597.55 
BG Bunge Global S.A.
+1.1%
+$19.72 
THG Hanover Insurance Group, Inc.
+1.1%
+$93.98 
VUG Vanguard Growth ETF
+1.1%
+$228.78 
VEEV Veeva Systems Inc.
+1.1%
+$31.08 
EQT EQT Corporation
+1.1%
+$60.32 
OKTA Okta Inc.
+1.07%
+$34.73 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$5.12 
TS Tenaris S.A.
+1.06%
+$59.4 
SCI Service Corporation International
+1.05%
+$21.6 
NOW ServiceNow, Inc.
+1.05%
+$153.12 
NBIS Nebius Group N.V.
+1.05%
+$21.78 
TTI Tetra Technologies Inc.
+1.05%
+$10.56 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$5.48 
Z Zillow Group Inc.
+1.04%
+$1.4 
CW Curtiss-Wright Corporation
+1.02%
+$29.36 
INSW International Seaways Inc.
+1.02%
+$240.56 
ADBE Adobe Inc.
+1.01%
+$20.08 
WOR Worthington Enterprises Inc.
+1.01%
+$7.28 
XLE Energy Select Sector SPDR Fund
+1%
+$5.31 
TEX Terex Corporation
+1%
+$53.32 
DOCU DocuSign Inc.
+0.99%
+$7.02 
URI United Rentals, Inc.
+0.99%
+$74.41 
BKR Baker Hughes Company
+0.98%
+$102.07 
ADP Automatic Data Processing Inc.
+0.98%
+$805.49 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$202.44 
AROC Archrock Inc.
+0.96%
+$312.46 
TTE TotalEnergies SE
+0.95%
+$37.35 
HCSG Healthcare Services Group Inc.
+0.95%
+$11.22 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$93.98 
WAFD WaFd, Inc.
+0.93%
+$19.38 
HWC Hancock Whitney Corporation
+0.93%
+$53.96 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$26.58 
UNP Union Pacific Corporation
+0.92%
+$1,393.75 
DTM Dt Midstream Inc.
+0.9%
+$4.92 
FLS Flowserve Corporation
+0.89%
+$4.02 
WMB The Williams Companies, Inc.
+0.89%
+$441 
SCHW Charles Schwab Corporation
+0.87%
+$313.95 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$17,766.35 
IBM International Business Machines Corporation
+0.86%
+$326.61 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$692.01 
CNQ Canadian Natural Resources Limited
+0.85%
+$17.6 
GEV GE Vernova Inc.
+0.85%
+$648.18 
SU Suncor Energy Inc.
+0.82%
+$21.45 
MCD McDonald's Corporation
+0.82%
+$167.2 
BANR Banner Corporation
+0.82%
+$31.35 
CALM Cal-Maine Foods Inc.
+0.8%
+$66.5 
DOX Amdocs Limited
+0.8%
+$2.2 
EMR Emerson Electric Co.
+0.79%
+$599.45 
PSMT PriceSmart Inc.
+0.79%
+$88.16 
ALG Alamo Group Inc.
+0.79%
+$9.92 
KGS Kodiak Gas Services Inc.
+0.77%
+$155.7 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$6,410.04 
TSLA Tesla, Inc.
+0.76%
+$634.83 
MPC Marathon Petroleum Corporation
+0.76%
+$205.54 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$92.56 
TRGP Targa Resources Corp.
+0.76%
+$389.76 
STT State Street Corp
+0.73%
+$111.22 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$60.48 
PHIN Phinia Inc.
+0.72%
+$31.8 
LPX Louisiana-Pacific Corporation
+0.72%
+$19.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$42.72 
MYRG Myr Group Inc.
+0.72%
+$11.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$82.62 
IDA Idacorp Inc.
+0.71%
+$1.01 
AME Ametek Inc.
+0.71%
+$11.9 
OFG OFG Bancorp
+0.7%
+$10.73 
ENS EnerSys
+0.7%
+$19.5 
CAT Caterpillar Inc.
+0.7%
+$748.44 
ROP Roper Technologies Inc.
+0.7%
+$24.48 
BMY Bristol-Myers Squibb Company
+0.69%
+$135 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$9,143.14 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$537.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,408.32 
CARR Carrier Global Corporation
+0.68%
+$19.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$255.47 
NOV Nov Inc.
+0.67%
+$62.4 
DOW Dow Inc.
+0.67%
+$2.2 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$25.48 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$17.82 
PLTR Palantir Technologies Inc.
+0.65%
+$19.2 
BLDR Builders FirstSource, Inc.
+0.65%
+$1.29 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$150.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$163.02 
SYY Sysco Corporation
+0.63%
+$14.84 
MCRI Monarch Casino & Resort Inc.
+0.62%
+$51.68 
SLM SLM Corporation
+0.62%
+$54.4 
HEI Heico Corporation
+0.62%
+$56.94 
CUBI Customers Bancorp Inc.
+0.61%
+$10.08 
YELP Yelp Inc.
+0.61%
+$7.2 
OZK Bank OZK
+0.61%
+$37.51 
TER Teradyne, Inc.
+0.6%
+$46.2 
IVT InvenTrust Properties Corp.
+0.6%
+$26.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$155.52 
VSCO Victoria's Secret & Co.
+0.58%
+$14.28 
RJF Raymond James Financial Inc.
+0.58%
+$20.2 
AVUS Avantis U.S. Equity ETF
+0.57%
+$36,194.4 
TPC Tutor Perini Corporation
+0.56%
+$25.85 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$11 
APH Amphenol Corporation
+0.55%
+$206.8 
EFSC Enterprise Financial Services Corp.
+0.55%
+$8.28 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$268,783.48 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$255.71 
AOS A. O. Smith Corporation
+0.54%
+$1.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,474.4 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$63.36 
EXC Exelon Corporation
+0.53%
+$32.16 
AIN Albany International Corp.
+0.53%
+$9.75 
STX Seagate Technology Holdings plc
+0.52%
+$66.75 
GM General Motors Company
+0.52%
+$175.72 
PSX Phillips 66
+0.51%
+$76.68 
RNR Renaissancere Holdings Ltd.
+0.51%
+$21.06 
DMC Fresh Del Monte Produce Inc.
+0.51%
+$6 
Q Qnity Electronics Inc.
+0.51%
+$66.66 
FBP First BanCorp Puerto Rico
+0.49%
+$23.24 
WTS Watts Water Technologies Inc.
+0.48%
+$16.7 
HCAT Health Catalyst Inc.
+0.48%
+$6.06 
WSFS WSFS Financial Corporation
+0.48%
+$5.32 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$38.07 
MOH Molina Healthcare Inc.
+0.47%
+$0.92 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$91.64 
NSC Norfolk Southern Corporation
+0.46%
+$122.45 
RDN Radian Group Inc.
+0.46%
+$32.76 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$8,798.01 
CMC Commercial Metals Company
+0.45%
+$10.23 
KKR KKR & Co. Inc.
+0.45%
+$17.55 
ALK Alaska Air Group Inc.
+0.45%
+$46.83 
IWD iShares Russell 1000 Value ETF
+0.44%
+$55.5 
BHE Benchmark Electronics Inc.
+0.44%
+$14.35 
PAYX Paychex Inc.
+0.44%
+$30.09 
EBAY eBay Inc.
+0.43%
+$162.68 
ENPH Enphase Energy, Inc.
+0.43%
+$45.6 
CSX CSX Corporation
+0.42%
+$106.26 
WABC Westamerica Bancorporation
+0.42%
+$16.25 
IYJ iShares U.S. Industrials ETF
+0.42%
+$27.88 
CASY Casey's General Stores Inc.
+0.4%
+$73.5 
WST West Pharmaceutical Services, Inc.
+0.4%
+$32.88 
PFE Pfizer Inc.
+0.4%
+$18 
RTX RTX Corporation
+0.39%
+$567.84 
ASB Associated Banc-Corp
+0.39%
+$9.36 
VLO Valero Energy Corporation
+0.38%
+$152.32 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$0.78 
AVGO Broadcom Inc.
+0.37%
+$1,072.8 
PG Procter & Gamble Co
+0.37%
+$247.51 
MCY Mercury General Corporation
+0.36%
+$42.9 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,564.26 
OTIS Otis Worldwide Corporation
+0.36%
+$4.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$21,462.08 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$27.55 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$8.68 
BAC Bank of America Corporation
+0.36%
+$413.16 
SXC SunCoke Energy Inc.
+0.35%
+$18.75 
GBX Greenbrier Companies, Inc.
+0.35%
+$5.78 
IMKTA Ingles Markets Inc.
+0.35%
+$4.34 
ZION Zions Bancorporation, National Association
+0.35%
+$42.24 
SF Stifel Financial Corp.
+0.34%
+$0.84 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$75.45 
SNA Snap-on Inc.
+0.33%
+$12.24 
WKC World Kinect Corporation
+0.33%
+$3.51 
RF Regions Financial Corporation
+0.32%
+$12 
AZO AutoZone Inc.
+0.32%
+$9.68 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,318.07 
GD General Dynamics Corporation
+0.32%
+$24.4 
TTC The Toro Company
+0.32%
+$2.03 
MRK Merck & Co., Inc.
+0.32%
+$302.18 
JXN Jackson Financial Inc.
+0.31%
+$22.8 
KD Kyndryl Holdings Inc.
+0.3%
+$4.4 
VSNT Versant Media Group, Inc.
+0.28%
+$7.2 
DOV Dover Corporation
+0.27%
+$3.36 
JPM JPMorgan Chase & Co.
+0.27%
+$739.78 
IBOC International Bancshares Corporation
+0.26%
+$9.4 
AXS AXIS Capital Holdings Limited
+0.26%
+$9.18 
CATY Cathay General Bancorp
+0.25%
+$6.24 
AMP Ameriprise Financial, Inc.
+0.25%
+$55.2 
NPKI NPK International Inc.
+0.24%
+$6.93 
NRG NRG Energy, Inc.
+0.24%
+$2.88 
WCC Wesco International Inc.
+0.24%
+$20.5 
ALLE Allegion plc
+0.22%
+$1.7 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$4,797.36 
CME CME Group Inc.
+0.21%
+$20.52 
SO The Southern Company
+0.21%
+$13.8 
JNJ Johnson & Johnson
+0.21%
+$348.21 
ADI Analog Devices, Inc.
+0.2%
+$107.3 
CMI Cummins Inc.
+0.19%
+$34.16 
HMN Horace Mann Educators Corp.
+0.19%
+$8.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$38.8 
INTU Intuit Inc.
+0.18%
+$6.84 
USB U.S. Bancorp
+0.17%
+$16.06 
T AT&T Inc.
+0.17%
+$126.36 
MS Morgan Stanley
+0.17%
+$48.6 
AWI Armstrong World Industries, Inc.
+0.17%
+$0.87 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$83.25 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$3.99 
CB Chubb Limited
+0.15%
+$62.01 
UMBF UMB Financial Corporation
+0.15%
+$1.1 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$23,884.95 
PAYO Payoneer Global Inc.
+0.14%
+$1.35 
PARR Par Pacific Holdings Inc.
+0.14%
+$23.04 
SIGI Selective Insurance Group Inc.
+0.14%
+$4.81 
SKWD Skyward Specialty Insurance Group, Inc.
+0.13%
+$1.68 
NNI Nelnet, Inc.
+0.13%
+$4.68 
EA Electronic Arts Inc.
+0.13%
+$1.89 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$43.68 
DTE DTE Energy Company
+0.12%
+$2.72 
MMM 3M Company
+0.12%
+$77.7 
PECO Phillips Edison & Company, Inc.
+0.12%
+$7.4 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$2.09 
CAKE The Cheesecake Factory Incorporated
+0.11%
+$5.39 
DHT DHT Holdings Inc.
+0.11%
+$4.32 
ISRG Intuitive Surgical, Inc.
+0.1%
+$9.36 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$15,905.07 
C Citigroup Inc.
+0.1%
+$30.03 
NUE Nucor Corporation
+0.1%
+$16 
WM Waste Management, Inc.
+0.1%
+$82.06 
AFL Aflac Inc.
+0.09%
+$44.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$30.6 
WMT Walmart Inc.
+0.09%
+$144.1 
ABT Abbott Laboratories
+0.09%
+$4.68 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$6.24 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$74.55 
EWBC East West Bancorp Inc.
+0.07%
+$5.76 
COLB Columbia Banking System, Inc.
+0.06%
+$3.02 
OC Owens Corning
+0.06%
+$3.44 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$4.02 
AEP American Electric Power Company, Inc.
+0.06%
+$11.83 
VVV Valvoline Inc.
+0.05%
+$0.24 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$8.64 
BPOP Popular Inc.
+0.05%
+$0.32 
BOH Bank of Hawaii Corporation
+0.04%
+$0.54 
HDV iShares Core High Dividend ETF
+0.04%
+$85.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$11,398.04 
DIS The Walt Disney Company
+0.03%
+$4.83 
TAP Molson Coors Beverage Company
+0.02%
+$0.03 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$338.24 
AFG American Financial Group Inc.
+0.01%
+$0.58 
ILMN Illumina, Inc.
+0.01%
+$0.11 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
DXC Dxc Technology Co.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
SPB Spectrum Brands Holdings Inc.
0%
$0 
TDS Telephone and Data Systems, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USM U.S. Cellular Corporation
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$3,693.69 
GLUE Monte Rosa Therapeutics, Inc.
-27.16%
-$240.24 
HUN Huntsman Corporation
-19.14%
-$362.67 
CTVA Corteva Inc.
-11.9%
-$1,084.26 
LEA Lear Corporation
-10.72%
-$2,337.81 
COIN Coinbase Global, Inc.
-10.59%
-$796.72 
FMC FMC Corporation
-9.47%
-$101.92 
LCID Lucid Group, Inc.
-9.11%
-$111 
TRN Trinity Industries Inc.
-8.97%
-$258.72 
BJRI BJ's Restaurants, Inc.
-8.96%
-$199.5 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,001.13 
FCEL FuelCell Energy, Inc.
-8.51%
-$379.89 
AAPL Apple Inc.
-7.35%
-$102,469.08 
NXT Nextracker Inc.
-7.25%
-$442.89 
EIX Edison International
-6.81%
-$182.24 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$253.8 
NXPI NXP Semiconductors N.V.
-6.53%
-$16 
SYK Stryker Corporation
-6.42%
-$178.72 
TROW T. Rowe Price Group, Inc.
-6.31%
-$549.69 
LIN Linde plc
-5.95%
-$3,116.78 
MU Micron Technology, Inc.
-5.9%
-$19,361.23 
COLM Columbia Sportswear Company
-5.43%
-$119.35 
IP International Paper Company
-5.38%
-$92.8 
MRNA Moderna, Inc.
-5.35%
-$9.3 
EXEL Exelixis Inc.
-5.25%
-$349.86 
SNDK SanDisk Corporation
-5.09%
-$651.3 
LAD Lithia Motors Inc.
-4.84%
-$254.93 
AGCO AGCO Corporation
-4.64%
-$4.97 
AMR Alpha Metallurgical Resources, Inc.
-4.62%
-$59.85 
MSTR Strategy Inc.
-4.56%
-$8.92 
TSN Tyson Foods Inc.
-4.43%
-$26.9 
SIRI Sirius XM Holdings Inc.
-4.36%
-$157.95 
VFC V.F. Corporation
-4.28%
-$110.08 
TYL Tyler Technologies Inc.
-4.24%
-$274.2 
DY Dycom Industries Inc.
-3.85%
-$176.88 
HCI HCI Group, Inc.
-3.85%
-$119.17 
AEM Agnico Eagle Mines Limited
-3.63%
-$219.2 
DCH Dauch Corporation
-3.58%
-$24.36 
MHO M/I Homes Inc.
-3.44%
-$104 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$76.6 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$152.1 
SW Smurfit WestRock PLC
-3.26%
-$12.4 
LOPE Grand Canyon Education Inc.
-3.19%
-$143.7 
SIG Signet Jewelers Ltd.
-3.11%
-$172.84 
ES Eversource Energy
-3.05%
-$4.5 
CI The Cigna Group
-2.99%
-$103.32 
CC Chemours Co.
-2.92%
-$57 
AVY Avery Dennison Corporation
-2.91%
-$193.42 
MOS Mosaic Company
-2.85%
-$26.65 
DECK Deckers Outdoor Corporation
-2.82%
-$154.55 
APTV Aptiv PLC
-2.79%
-$50.22 
TOL Toll Brothers Inc
-2.76%
-$86.94 
IBKR Interactive Brokers Group Inc.
-2.75%
-$3,212.1 
MLM Martin Marietta Materials, Inc.
-2.75%
-$59.44 
AJG Arthur J. Gallagher & Co.
-2.75%
-$112.64 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$26.88 
VRSK Verisk Analytics Inc.
-2.75%
-$181.5 
EQIX Equinix, Inc.
-2.7%
-$367.25 
CSL Carlisle Companies Inc.
-2.69%
-$59.76 
QCOM QUALCOMM Incorporated
-2.63%
-$813.96 
ON ON Semiconductor Corporation
-2.54%
-$217.26 
EQH Equitable Holdings, Inc.
-2.52%
-$65.19 
ABBV AbbVie Inc.
-2.51%
-$3,623.2 
SBH Sally Beauty Holdings Inc.
-2.48%
-$21.66 
KMX CarMax Inc.
-2.45%
-$141.12 
KBH KB Home
-2.45%
-$24.84 
BHF Brighthouse Financial Inc.
-2.43%
-$190.96 
ICE Intercontinental Exchange, Inc.
-2.42%
-$140.23 
DLR Digital Realty Trust, Inc.
-2.42%
-$121.42 
NFE New Fortress Energy Inc.
-2.42%
-$0.02 
CRBG Corebridge Financial Inc.
-2.41%
-$14.63 
CSGP CoStar Group, Inc.
-2.38%
-$35 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$33.66 
YUM Yum! Brands, Inc.
-2.37%
-$18.6 
BFH Bread Financial Holdings Inc.
-2.31%
-$583.95 
BYD Boyd Gaming Corporation
-2.29%
-$85.57 
PCG PG&E Corporation
-2.25%
-$61.6 
KGC Kinross Gold Corporation
-2.2%
-$257.92 
BA Boeing Company
-2.15%
-$195.16 
NEM Newmont Corporation
-2.14%
-$133.25 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$110.4 
TXT Textron Inc.
-2.1%
-$14.64 
GPK Graphic Packaging Holding Company
-2.1%
-$3.68 
PACS Pacs Group Inc.
-2.09%
-$43.12 
ALKS Alkermes plc
-2.08%
-$251.68 
URBN Urban Outfitters Inc.
-2.06%
-$137.28 
LH Labcorp Holdings Inc.
-2.01%
-$31.65 
PRDO Perdoceo Education Corporation
-2%
-$131.3 
DKS Dick's Sporting Goods, Inc.
-2%
-$128 
WSM Williams-Sonoma, Inc.
-2%
-$279.6 
NFLX Netflix, Inc.
-2%
-$1,438.1 
EFX Equifax Inc.
-1.99%
-$10.53 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$239.1 
LVS Las Vegas Sands Corp.
-1.97%
-$39.2 
NEU NewMarket Corporation
-1.95%
-$455.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$2,587.21 
UTI Universal Technical Institute Inc.
-1.87%
-$89.25 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$65.45 
LZB La-Z-Boy Inc.
-1.87%
-$41.25 
LW Lamb Weston Holdings, Inc.
-1.87%
-$7 
ASO Academy Sports and Outdoors, Inc.
-1.86%
-$48.6 
KSS Kohl's Corporation
-1.85%
-$59.4 
PLMR Palomar Holdings Inc.
-1.84%
-$40.16 
GT The Goodyear Tire & Rubber Company
-1.84%
-$56.29 
UAL United Airlines Holdings, Inc.
-1.8%
-$136.03 
MGA Magna International Inc.
-1.79%
-$3.75 
SYF Synchrony Financial
-1.79%
-$249.78 
BBY Best Buy Co., Inc.
-1.78%
-$46.8 
CBRE CBRE Group Inc.
-1.77%
-$7.95 
APD Air Products and Chemicals, Inc.
-1.77%
-$982.35 
ETSY Etsy Inc.
-1.77%
-$124.95 
PHM PulteGroup Inc.
-1.76%
-$363.2 
HRMY Harmony Biosciences Holdings, Inc.
-1.73%
-$217.62 
WLK Westlake Corporation
-1.7%
-$1.22 
AGO Assured Guaranty Ltd.
-1.7%
-$47.19 
DHI D.R. Horton, Inc.
-1.7%
-$249.47 
GNK Genco Shipping & Trading Limited
-1.69%
-$13.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,166.55 
LEN Lennar Corporation
-1.67%
-$57.4 
ADM Archer-Daniels-Midland Co
-1.66%
-$159.46 
AON Aon plc
-1.64%
-$96.32 
DRI Darden Restaurants, Inc.
-1.64%
-$254.25 
AGX Argan Inc.
-1.63%
-$37.76 
PII Polaris Inc.
-1.63%
-$77.7 
CNR Core Natural Resources, Inc.
-1.59%
-$25.8 
SOLV Solventum Corporation
-1.59%
-$118.68 
LRCX Lam Research Corporation
-1.58%
-$2,961.01 
GATX GATX Corporation
-1.56%
-$130.18 
UTHR United Therapeutics Corporation
-1.54%
-$170.31 
CPRT Copart Inc.
-1.52%
-$29.25 
GLD SPDR Gold Shares
-1.49%
-$196.7 
CMP Compass Minerals International Inc.
-1.48%
-$77 
HHH Howard Hughes Holdings Inc.
-1.46%
-$34.2 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$72.59 
IAU iShares Gold Trust
-1.46%
-$939.03 
LXU Lsb Industries Inc.
-1.45%
-$16.8 
PRIM Primoris Services Corporation
-1.45%
-$21.08 
RL Ralph Lauren Corporation
-1.44%
-$89.12 
SCL Stepan Company
-1.43%
-$22.32 
GPS Gap Inc-The
-1.42%
-$10.44 
IEX IDEX Corporation
-1.42%
-$9.96 
NI NiSource Inc.
-1.42%
-$5.76 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$60.9 
LUV Southwest Airlines Co.
-1.38%
-$69.93 
NKE Nike, Inc. - Class B
-1.37%
-$51.62 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$291.72 
MUSA Murphy USA Inc.
-1.35%
-$16.68 
SNEX StoneX Group Inc.
-1.35%
-$192.15 
PPG PPG Industries Inc.
-1.35%
-$217.44 
LNTH Lantheus Holdings, Inc.
-1.35%
-$312.8 
MTG MGIC Investment Corporation
-1.35%
-$110.7 
BUSE First Busey Corporation
-1.34%
-$13.86 
SEDG SolarEdge Technologies Inc.
-1.34%
-$5.6 
TXRH Texas Roadhouse Inc.
-1.33%
-$38.92 
DD DuPont de Nemours, Inc.
-1.32%
-$7.36 
HAUZ Xtrackers International Real Estate ETF
-1.32%
-$0.93 
OPEN Opendoor Technologies Inc.
-1.31%
-$52.1 
GNW Genworth Financial Inc.
-1.3%
-$35.75 
MNST Monster Beverage Corporation
-1.3%
-$191.77 
DAL Delta Air Lines, Inc.
-1.3%
-$150.65 
TREX Trex Company, Inc.
-1.3%
-$9.69 
OMF OneMain Holdings Inc.
-1.29%
-$50.02 
VGNT Versigent plc
-1.29%
-$6.48 
FCX Freeport-McMoRan Inc.
-1.28%
-$248.67 
GRMN Garmin Ltd.
-1.27%
-$45.24 
HCC Warrior Met Coal Inc.
-1.23%
-$50.49 
HSY The Hershey Company
-1.23%
-$47.96 
F Ford Motor Company
-1.21%
-$81.18 
TJX The TJX Companies, Inc.
-1.21%
-$1,150.07 
SKYW SkyWest Inc.
-1.19%
-$69.66 
DOLE Dole plc
-1.19%
-$2.38 
GNTX Gentex Corporation
-1.18%
-$79.8 
INVA Innoviva Inc.
-1.18%
-$10.5 
IQV IQVIA Holdings Inc.
-1.17%
-$5.54 
AIZ Assurant Inc.
-1.16%
-$39.24 
AAP Advance Auto Parts Inc.
-1.16%
-$29.9 
SHW The Sherwin-Williams Company
-1.16%
-$195.51 
AVB AvalonBay Communities, Inc.
-1.16%
-$10.85 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$9.8 
NEE NextEra Energy, Inc.
-1.15%
-$889.81 
THO Thor Industries Inc.
-1.15%
-$27.84 
AES AES Corporation
-1.15%
-$2.04 
WRB W.R. Berkley Corporation
-1.15%
-$5.04 
SAM The Boston Beer Company Inc.
-1.14%
-$14.77 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$27.56 
DE Deere & Company
-1.13%
-$537.2 
RCL Royal Caribbean Group
-1.13%
-$323.96 
VTRS Viatris Inc.
-1.13%
-$87.2 
LIVN LivaNova PLC
-1.12%
-$53.69 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$21.75 
PKG Packaging Corporation of America
-1.12%
-$156.24 
TXN Texas Instruments Inc
-1.08%
-$1,380.15 
SENEA Seneca Foods Corporation Class A
-1.08%
-$9.05 
LOW Lowe's Companies Inc.
-1.08%
-$143.01 
PLD Prologis Inc.
-1.08%
-$4.74 
MCK McKesson Corporation
-1.08%
-$447.36 
DLTR Dollar Tree, Inc.
-1.06%
-$53.04 
DINO HF Sinclair Corporation
-1.05%
-$51.41 
AN AutoNation Inc.
-1.05%
-$27 
CTAS Cintas Corporation
-1.04%
-$30.24 
BWA BorgWarner Inc.
-1.04%
-$69.68 
PRI Primerica Inc.
-1.04%
-$40.32 
ANDE The Andersons, Inc.
-1.03%
-$35.52 
CRH CRH plc
-1.03%
-$19.8 
INTC Intel Corporation
-1.02%
-$391.53 
NDAQ Nasdaq, Inc.
-1.02%
-$54.32 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$32.81 
KO The Coca-Cola Company
-1.02%
-$463.5 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$17.29 
FOXA Fox Corporation
-1%
-$22.42 
BURL Burlington Stores Inc.
-1%
-$77.91 
UPS United Parcel Service, Inc.
-1%
-$105 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$98.6 
ROL Rollins, Inc.
-0.99%
-$33.44 
PPL PPL Corporation
-0.98%
-$1.4 
VMC Vulcan Materials Company
-0.98%
-$29.37 
LC Happen Inc.
-0.98%
-$46.17 
EW Edwards Lifesciences Corporation
-0.98%
-$53.55 
XOM Exxon Mobil Corporation
-0.97%
-$4,173.84 
MET MetLife Inc.
-0.97%
-$294.22 
MCHP Microchip Technology Incorporated
-0.96%
-$8.64 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$161 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$43.68 
CLF Cleveland-Cliffs Inc.
-0.95%
-$0.33 
BC Brunswick Corporation
-0.94%
-$54 
ALGT Allegiant Travel Company
-0.94%
-$26.04 
WAL Western Alliance Bancorporation
-0.94%
-$2.28 
FIVE Five Below, Inc.
-0.93%
-$118.32 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$53.46 
KEX Kirby Corporation
-0.91%
-$26.4 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$142.56 
PGR Progressive Corporation
-0.87%
-$200.88 
GEF Greif Inc.
-0.87%
-$9.12 
O Realty Income Corporation
-0.87%
-$14 
INGR Ingredion Inc.
-0.87%
-$5.22 
VSAT Viasat Inc.
-0.86%
-$559.45 
MRP Millrose Properties Inc.
-0.85%
-$2.4 
FE FirstEnergy Corp.
-0.82%
-$8.4 
GILD Gilead Sciences Inc.
-0.81%
-$697.63 
WMK Weis Markets Inc.
-0.81%
-$11.97 
PCAR PACCAR Inc.
-0.81%
-$182.52 
MCO Moody's Corporation
-0.81%
-$73.72 
D Dominion Energy, Inc.
-0.8%
-$22.96 
KMB Kimberly-Clark Corporation
-0.8%
-$24.64 
ALV Autoliv, Inc.
-0.8%
-$8.91 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$318.06 
MAT Mattel Inc.
-0.79%
-$1.2 
WAT Waters Corporation
-0.79%
-$8.97 
FOX Fox Corporation Class B Common Stock
-0.76%
-$19.6 
HUM Humana Inc.
-0.76%
-$5.6 
GIII G-III Apparel Group, Ltd.
-0.76%
-$13.44 
PYPL PayPal Holdings Inc
-0.76%
-$66.88 
SUI Sun Communities Inc.
-0.76%
-$73.15 
UNM Unum Group
-0.76%
-$19.14 
ULTA Ulta Beauty Inc.
-0.76%
-$31.2 
AVRE Avantis Real Estate ETF
-0.75%
-$36,234.1 
ESNT Essent Group Ltd.
-0.75%
-$29.5 
AEO American Eagle Outfitters, Inc.
-0.75%
-$18.33 
SPGI S&P Global Inc.
-0.74%
-$181.13 
ED Consolidated Edison, Inc.
-0.74%
-$27.54 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.74%
-$27.56 
MA Mastercard Incorporated
-0.74%
-$501.5 
GSK GSK plc Sponsored ADR
-0.73%
-$14.06 
BLK BlackRock, Inc.
-0.73%
-$263.34 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$18,584.28 
PFS Provident Financial Services Inc.
-0.72%
-$12.6 
ANF Abercrombie & Fitch Co.
-0.72%
-$35.28 
FAF First American Financial Corporation
-0.71%
-$112.86 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$153.72 
NTB The Bank of N.T. Butterfield & Son Limited
-0.71%
-$15.84 
MAR Marriott International Inc. - Class A
-0.71%
-$50.35 
RPM RPM International Inc.
-0.7%
-$2.28 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$26.8 
R Ryder System Inc.
-0.68%
-$70 
MLI Mueller Industries Inc.
-0.67%
-$50.4 
DUK Duke Energy Corporation
-0.67%
-$48.72 
LKQ LKQ Corporation
-0.66%
-$5.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$83.19 
APOG Apogee Enterprises Inc.
-0.65%
-$4.94 
WPC W. P. Carey Inc.
-0.65%
-$5.28 
AMGN Amgen Inc.
-0.64%
-$195.92 
UVE Universal Insurance Holdings, Inc.
-0.64%
-$5.88 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$219,574.54 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$81.27 
BE Bloom Energy Corporation
-0.63%
-$167.68 
GS The Goldman Sachs Group, Inc.
-0.63%
-$382.32 
AMT American Tower Corporation
-0.63%
-$125.4 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$133.28 
IRDM Iridium Communications Inc.
-0.63%
-$85.5 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$126.63 
EFA iShares MSCI EAFE ETF
-0.62%
-$526.02 
EME EMCOR Group, Inc.
-0.62%
-$133.38 
ECL Ecolab Inc.
-0.61%
-$23.94 
DHR Danaher Corporation
-0.61%
-$38.08 
PFSI Pennymac Financial Services Inc.
-0.61%
-$7.82 
ACGL Arch Capital Group Ltd
-0.6%
-$82.35 
MBIN Merchants Bancorp Inc.
-0.59%
-$5.28 
ROST Ross Stores, Inc.
-0.59%
-$183 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$59.17 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$12.16 
SCHF Schwab International Equity ETF
-0.58%
-$58.88 
WEC WEC Energy Group Inc.
-0.57%
-$216.09 
VLTO Veralto Corporation
-0.57%
-$2.16 
SGHC Super Group (SGHC) Limited
-0.57%
-$34.16 
SBUX Starbucks Corporation
-0.57%
-$96 
PRU Prudential Financial, Inc.
-0.56%
-$93.84 
DGX Quest Diagnostics Inc.
-0.55%
-$14.19 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$16,347.6 
WAB Wabtec Corporation
-0.55%
-$4.8 
BKE Buckle Inc.
-0.55%
-$7.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$862.92 
USRT iShares Core U.S. REIT ETF
-0.54%
-$15.17 
COF Capital One Financial Corporation
-0.54%
-$213.57 
LLY Eli Lilly and Company
-0.53%
-$766.25 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$95.94 
PHG Koninklijke Philips N.V.
-0.53%
-$24.08 
MATX Matson Inc.
-0.52%
-$113.42 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,128.16 
LULU lululemon athletica inc.
-0.51%
-$17.08 
RGA Reinsurance Group of America, Inc.
-0.51%
-$3.63 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$2,009.05 
VC Visteon Corporation
-0.49%
-$12.48 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,830.08 
STLD Steel Dynamics Inc.
-0.49%
-$133.92 
ALL Allstate Corporation
-0.49%
-$123.5 
DAN Dana Inc.
-0.48%
-$14.04 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$81,131.5 
CHE Chemed Corporation
-0.47%
-$10.16 
IWM iShares Russell 2000 ETF
-0.47%
-$30.58 
DFIV Dimensional International Value ETF
-0.47%
-$22,301.46 
CF CF Industries Holdings, Inc.
-0.46%
-$76.56 
WSO Watsco Inc.
-0.46%
-$1.43 
AVDE Avantis International Equity ETF
-0.46%
-$20,234.76 
PEP PepsiCo, Inc.
-0.46%
-$60.8 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
-0.45%
-$8.16 
M Macy's Inc.
-0.44%
-$79.53 
TRV The Travelers Companies, Inc.
-0.43%
-$621.03 
TEL TE Connectivity plc
-0.43%
-$72.98 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$34.58 
HD The Home Depot, Inc.
-0.42%
-$487.9 
RH RH
-0.41%
-$0.69 
UHAL-B U-Haul Holding Company
-0.41%
-$0.52 
MELI MercadoLibre, Inc.
-0.41%
-$62.24 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$3.2 
ABCB Ameris Bancorp
-0.41%
-$3.96 
HOG Harley-Davidson Inc.
-0.41%
-$15 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$22.56 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$20.24 
PVH PVH Corp.
-0.4%
-$3.85 
GL Globe Life Inc.
-0.4%
-$29.93 
AIG American International Group Inc.
-0.39%
-$126.48 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$56.42 
ETR Entergy Corporation
-0.38%
-$35.26 
VGT Vanguard Information Technology ETF
-0.38%
-$231.77 
CALY BlackRock Short-Term California Muni Bond ETF
-0.38%
-$31.78 
AXP American Express Company
-0.38%
-$80.01 
LII Lennox International Inc.
-0.38%
-$9.42 
ENSG The Ensign Group, Inc.
-0.37%
-$0.67 
BTU Peabody Energy Corporation
-0.37%
-$9.52 
CMS CMS Energy Corporation
-0.37%
-$3.24 
FDX FedEx Corporation
-0.37%
-$63.25 
MDT Medtronic plc
-0.37%
-$12.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$147.74 
RSG Republic Services, Inc.
-0.37%
-$113.88 
ABNB Airbnb, Inc.
-0.37%
-$35.84 
TMUS T-Mobile US, Inc.
-0.36%
-$132.93 
ACT Enact Holdings, Inc.
-0.36%
-$13.26 
DG Dollar General Corporation
-0.35%
-$10.8 
FDVV Fidelity High Dividend ETF
-0.35%
-$1.76 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$1,906.25 
ALLY Ally Financial Inc.
-0.34%
-$11.4 
ADSK Autodesk, Inc.
-0.33%
-$33.11 
CL Colgate-Palmolive Company
-0.33%
-$35.4 
TFC Truist Financial Corporation
-0.33%
-$55.59 
SLVM Sylvamo Corporation
-0.32%
-$5.28 
SWKS Skyworks Solutions Inc.
-0.32%
-$0.2 
CEG Constellation Energy Corporation
-0.31%
-$21.06 
RY Royal Bank of Canada
-0.29%
-$16.47 
VST Vistra Corp
-0.29%
-$31.82 
MTB M&T Bank Corporation
-0.29%
-$8.52 
COR Cencora, Inc.
-0.28%
-$7.12 
LCII LCI Industries Inc.
-0.28%
-$5.22 
BLBD Blue Bird Corporation
-0.28%
-$6.51 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$16.12 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$600.37 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$212.52 
VTV Vanguard Value ETF
-0.27%
-$520.96 
EXP Eagle Materials Inc.
-0.26%
-$0.54 
CNP CenterPoint Energy Inc.
-0.26%
-$1.87 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$11.4 
BX Blackstone Inc.
-0.25%
-$34.56 
ECVT Ecovyst Inc.
-0.25%
-$2.94 
MFC Manulife Financial Corporation
-0.25%
-$114.4 
ISVL iShares International Developed Small-Cap ETF
-0.25%
-$5,514.1 
A Agilent Technologies Inc.
-0.24%
-$3.06 
CENX Century Aluminum Company
-0.24%
-$2.42 
RBA Rb Global Inc.
-0.24%
-$29.16 
COST Costco Wholesale Corporation
-0.24%
-$499.31 
CBT Cabot Corporation
-0.24%
-$35.07 
HBAN Huntington Bancshares Incorporated
-0.23%
-$11.92 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$766.5 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$37.3 
PFG Principal Financial Group, Inc.
-0.22%
-$13.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$167.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$0.18 
VLY Valley National Bancorp
-0.21%
-$4.77 
KR Kroger Co.
-0.21%
-$75.72 
MKL Markel Group Inc.
-0.2%
-$3.82 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$26.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$63.8 
TRMK Trustmark Corporation
-0.19%
-$7.65 
QRVO Qorvo Inc.
-0.19%
-$1.19 
BKNG Booking Holdings Inc.
-0.18%
-$79.56 
NTRS Northern Trust Corporation
-0.17%
-$18.56 
RUSHA Rush Enterprises Inc.
-0.17%
-$9.24 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$583.38 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$9.25 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$12.4 
FITB Fifth Third Bancorp
-0.16%
-$26.55 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$10.56 
LNT Alliant Energy Corporation
-0.15%
-$0.77 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$12.87 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$11,088.77 
ELV Elevance Health, Inc.
-0.15%
-$7.84 
HOPE Hope Bancorp Inc.
-0.14%
-$5.52 
TPR Tapestry Inc.
-0.14%
-$25.41 
BKD Brookdale Senior Living Inc.
-0.14%
-$0.3 
STZ Constellation Brands, Inc.
-0.12%
-$0.45 
CFG Citizens Financial Group, Inc.
-0.11%
-$3.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$6.24 
KEY KeyCorp
-0.09%
-$3.64 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$15.93 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1.56 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$9.25 
WTFC Wintrust Financial Corporation
-0.07%
-$0.44 
MRTN Marten Transport, Ltd.
-0.07%
-$1.02 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$18,036.99 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$317.78 
PFBC Preferred Bank
-0.05%
-$1.8 
HOOD Robinhood Markets, Inc.
-0.05%
-$2.12 
SPNT SiriusPoint Ltd.
-0.04%
-$0.84 
FULT Fulton Financial Corporation
-0.04%
-$1.24 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$0.39 
V Visa Inc. Class A
-0.04%
-$61.18 
XEL Xcel Energy Inc.
-0.04%
-$4.8 
OSCR Oscar Health, Inc.
-0.03%
-$2.52 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$2.97 
TMHC Taylor Morrison Home Corporation
-0.03%
-$1.2 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$76.74 
KALU Kaiser Aluminum Corporation
-0.03%
-$0.6 
AVSF Avantis Short-Term Fixed Income ETF
-0.02%
-$384.03 
TGT Target Corporation
-0.01%
-$6.45 
UBER Uber Technologies, Inc.
-0.01%
-$1.7 
ECPG Encore Capital Group Inc.
-0.01%
-$0.13 Events
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Dividends
Dividend Analysis
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| Trades 4502 | Longs Won 2843/4502 63% | Profit Factor 66.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,846.53 |
| Average Win $27,250.48 | Best Trade (Aug 14) $12.71M | Sharpe Ratio -54.72 |
| Average Loss -$699.88 | Worst Trade (Aug 03) -$51,135.08 | Z-Score 20.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $16,950.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 500,000 | 450,000 | 400,000 | 350,000 | 300,000 | 250,000 | 200,000 | 150,000 | 100,000 | 50,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9 | $1,337 | $1,245.33 | - | -$91.67 | -6.86% | -0.245% |
| AAON Aaon Inc. | 30 | $2,643 | $2,671.8 | - | $28.8 | 1.09% | +1.678% |
| AAP Advance Auto Parts Inc. | 46 | $2,863 | $2,554.84 | - | -$308.16 | -10.76% | -1.157% |
| AAPL Apple Inc. | 4,179 | $947,044.38 | $1.29M | - | $343,890.51 | 36.31% | -7.354% |
| ABBV AbbVie Inc. | 560 | $114,810.37 | $140,526.4 | - | $25,716.03 | 22.4% | -2.513% |
| ABCB Ameris Bancorp | 11 | $996 | $959.31 | - | -$36.69 | -3.68% | -0.411% |
| ABNB Airbnb, Inc. | 64 | $8,299.78 | $9,697.28 | - | $1,397.5 | 16.84% | -0.368% |
| ABT Abbott Laboratories | 52 | $6,938.36 | $5,496.4 | - | -$1,441.96 | -20.78% | +0.085% |
| ACGL Arch Capital Group Ltd | 135 | $13,752.07 | $13,571.55 | - | -$180.52 | -1.31% | -0.603% |
| ACHC Acadia Healthcare Company, Inc. | 61 | $1,802 | $1,806.82 | - | $4.82 | 0.27% | +5.259% |
| ACN Accenture plc Class A | 13 | $2,577.96 | $2,156.96 | - | -$421 | -16.33% | +1.611% |
| ACT Enact Holdings, Inc. | 78 | $3,271.92 | $3,690.96 | - | $419.04 | 12.81% | -0.358% |
| ADBE Adobe Inc. | 8 | $3,319.85 | $2,003.28 | - | -$1,316.57 | -39.66% | +1.013% |
| ADI Analog Devices, Inc. | 145 | $30,038 | $53,274.45 | - | $23,236.45 | 77.36% | +0.202% |
| ADM Archer-Daniels-Midland Co | 119 | $8,585.67 | $9,433.13 | - | $847.46 | 9.87% | -1.662% |
| ADP Automatic Data Processing Inc. | 311 | $81,289.92 | $82,869.06 | - | $1,579.14 | 1.94% | +0.982% |
| ADSK Autodesk, Inc. | 43 | $11,346.61 | $10,070.6 | - | -$1,276.01 | -11.25% | -0.328% |
| AEM Agnico Eagle Mines Limited | 40 | $2,386 | $5,810.8 | - | $3,424.8 | 143.54% | -3.635% |
| AEO American Eagle Outfitters, Inc. | 141 | $2,426 | $2,422.38 | - | -$3.62 | -0.15% | -0.751% |
| AEP American Electric Power Company, Inc. | 169 | $18,451.23 | $21,606.65 | - | $3,155.42 | 17.1% | +0.055% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Taylor Wagner?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Short-Duration Fixed Income ETF - $2.3M, Dimensional International Core Equity Market ETF - $1.66M, Avantis International Small Cap Value ETF - $1.26M, Dimensional US Core Equity Market ETF - $1.09M, and Avantis Emerging Markets Equity ETF - $1.04M. 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: Prologis Inc - $33,645.67, Intel Corporation - $22,005.8, United Parcel Service, Inc - $16,060.2, Accenture plc Class A - $10,714.96, and Nike, Inc. - Class B - $9,312.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Taylor Wagner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.4M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.3M, Dimensional International Core Equity Market ETF - $1.59M, Avantis International Small Cap Value ETF - $1.09M, Dimensional US Core Equity Market ETF - $904,045.99, and Avantis U.S. Small Cap Value ETF - $836,543.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Taylor Wagner's monthly returns?
Taylor Wagner's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Taylor Wagner's strategy be considered aggressive or moderate?
Taylor Wagner's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Taylor Wagner's strategy?
Taylor Wagner'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.
