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:
60.8%
Gain -0.63%
Monthly
1.43%
Yearly
18.55%
Drawdown
17.76%
$274.29M
Equity
Holdings
$274.29M
Investment
$208.22M
$70.21M
Profit -$1.08M
Realized
$4.13M
Unrealized
$66.07M
Dividends
$11.46M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.08M
Win %
67%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.67M
Win %
67%
This Month
Compared to last month
Gain
0.35%
Profit
$951,792.55
Win %
67%
This Year
Compared to last year
Gain
-0.29%
Profit
-$803,920.96
Win %
65%
CRGY Crescent Energy Inc.
+10.15%
+$500.38 
MTDR Matador Resources Company
+7%
+$203.31 
AR Antero Resources Corporation
+6.07%
+$35.36 
NOG Northern Oil and Gas Inc.
+5.55%
+$72.93 
SM SM Energy Company
+5.28%
+$3,272.94 
OVV Ovintiv Inc.
+4.83%
+$591.08 
MUR Murphy Oil Corporation
+4.74%
+$1,712.34 
TALO Talos Energy Inc.
+4.59%
+$535.86 
DNOW Dnow Inc.
+4.36%
+$32.09 
RRC Range Resources Corporation
+4.35%
+$124.2 
TRGP Targa Resources Corp.
+4.33%
+$2,348.16 
PR Permian Resources Corporation
+4.28%
+$190.89 
FANG Diamondback Energy Inc
+4.27%
+$784.9 
EOG EOG Resources, Inc.
+4.24%
+$1,848.96 
CHRD Chord Energy Corp
+4.2%
+$822.36 
KMI Kinder Morgan, Inc.
+4.19%
+$103.12 
APA APA Corporation
+4.07%
+$643.2 
NOC Northrop Grumman Corporation
+4.07%
+$81.24 
DTM Dt Midstream Inc.
+4.01%
+$19.08 
CRK Comstock Resources Inc.
+3.78%
+$15.81 
CNX CNX Resources Corporation
+3.73%
+$185.76 
RTX RTX Corporation
+3.71%
+$4,684.68 
TS Tenaris S.A.
+3.7%
+$209.88 
LNG Cheniere Energy Inc.
+3.7%
+$1,589.28 
BP BP p.l.c. Sponsored ADR
+3.66%
+$456.18 
LMT Lockheed Martin Corporation
+3.62%
+$386 
AM Antero Midstream Corporation
+3.61%
+$22.32 
CNQ Canadian Natural Resources Limited
+3.6%
+$82.28 
EQT EQT Corporation
+3.56%
+$193.96 
NI NiSource Inc.
+3.48%
+$12.91 
ALL Allstate Corporation
+3.45%
+$784.7 
MGY Magnolia Oil & Gas Corp.
+3.43%
+$246.96 
COP ConocoPhillips
+3.37%
+$1,673 
LHX L3Harris Technologies, Inc.
+3.32%
+$199.75 
CALY BlackRock Short-Term California Muni Bond ETF
+3.25%
+$199.76 
SU Suncor Energy Inc.
+3.2%
+$94.38 
TTE TotalEnergies SE
+3.15%
+$125.55 
HONA Honeywell Aerospace Inc.
+3.05%
+$936.24 
DVN Devon Energy Corporation
+3.05%
+$445.5 
SHEL Shell plc
+3%
+$276.79 
WMB The Williams Companies, Inc.
+2.98%
+$1,442 
XPRO Expro Group Holdings N.V.
+2.96%
+$10.7 
OKE ONEOK, Inc.
+2.94%
+$477.93 
EXE Expand Energy Corporation
+2.87%
+$44.37 
OXY Occidental Petroleum Corporation
+2.83%
+$323.36 
COKE Coca-Cola Consolidated Inc.
+2.75%
+$95.71 
ALKS Alkermes plc
+2.74%
+$266.2 
CMS CMS Energy Corporation
+2.63%
+$21.12 
CVX Chevron Corporation
+2.58%
+$1,967.49 
GEF Greif Inc.
+2.53%
+$24.3 
YETI FNCL Series 2007 Other Floating Rate Instrument
+2.52%
+$92.22 
XLE Energy Select Sector SPDR Fund
+2.52%
+$15.07 
WEC WEC Energy Group Inc.
+2.51%
+$912.38 
FDXF FedEx Freight Holding Company Inc.
+2.5%
+$57.96 
DKS Dick's Sporting Goods, Inc.
+2.48%
+$112 
XOM Exxon Mobil Corporation
+2.48%
+$11,812.27 
CENX Century Aluminum Company
+2.43%
+$18.26 
PEP PepsiCo, Inc.
+2.42%
+$295.45 
NEM Newmont Corporation
+2.42%
+$182 
AFG American Financial Group Inc.
+2.42%
+$102.08 
CINF Cincinnati Financial Corporation
+2.41%
+$132.99 
IDXX IDEXX Laboratories, Inc.
+2.41%
+$421.76 
EXC Exelon Corporation
+2.4%
+$136.68 
BKR Baker Hughes Company
+2.39%
+$224.9 
VTRS Viatris Inc.
+2.39%
+$189.66 
SLB Schlumberger Limited
+2.36%
+$96.9 
FAF First American Financial Corporation
+2.33%
+$309.32 
USB U.S. Bancorp
+2.32%
+$194.18 
CASY Casey's General Stores Inc.
+2.31%
+$327.39 
AEP American Electric Power Company, Inc.
+2.29%
+$481.65 
CBOE Cboe Global Markets Inc.
+2.28%
+$21.07 
PGR Progressive Corporation
+2.25%
+$518.4 
NBR Nabors Industries Ltd.
+2.24%
+$61.56 
SO The Southern Company
+2.22%
+$136.62 
DUK Duke Energy Corporation
+2.19%
+$150.8 
ED Consolidated Edison, Inc.
+2.19%
+$81.6 
CRC California Resources Corp
+2.16%
+$64.4 
AMT American Tower Corporation
+2.15%
+$444.6 
FTI TechnipFMC plc
+2.14%
+$484.72 
LYB LyondellBasell Industries N.V.
+2.14%
+$85.76 
KRP Kimbell Royalty Partners, LP
+2.13%
+$93.84 
SIGI Selective Insurance Group Inc.
+2.13%
+$68.82 
ACN Accenture plc Class A
+2.12%
+$62.01 
GD General Dynamics Corporation
+2.12%
+$143 
WTTR Select Water Solutions Inc.
+2.12%
+$193.27 
VMC Vulcan Materials Company
+2.06%
+$57.31 
AZO AutoZone Inc.
+2.03%
+$62.13 
PPL PPL Corporation
+2.03%
+$2.8 
THG Hanover Insurance Group, Inc.
+2.02%
+$171.12 
ICE Intercontinental Exchange, Inc.
+2.02%
+$118.58 
KO The Coca-Cola Company
+2.02%
+$957.9 
SDRL Seadrill Limited
+2.02%
+$11.22 
AON Aon plc
+2.02%
+$92.48 
VTOL Bristow Group Inc.
+2.01%
+$19 
RNR Renaissancere Holdings Ltd.
+2%
+$89.51 
AIG American International Group Inc.
+2%
+$644.64 
WRB W.R. Berkley Corporation
+1.99%
+$8.82 
CB Chubb Limited
+1.98%
+$817.83 
ACGL Arch Capital Group Ltd
+1.97%
+$264.6 
MLM Martin Marietta Materials, Inc.
+1.95%
+$38.4 
HOS Hornbeck Offshore Services Inc
+1.94%
+$52.65 
AJG Arthur J. Gallagher & Co.
+1.91%
+$76.32 
VRSK Verisk Analytics Inc.
+1.91%
+$117.81 
HAL Halliburton Company
+1.9%
+$147.5 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.89%
+$92.34 
VAL Valaris Limited
+1.87%
+$47.1 
CNP CenterPoint Energy Inc.
+1.87%
+$12.66 
SUI Sun Communities Inc.
+1.87%
+$167.09 
TJX The TJX Companies, Inc.
+1.87%
+$1,620.3 
BLDR Builders FirstSource, Inc.
+1.84%
+$2.97 
IBN ICICI Bank Limited Sponsored ADR
+1.83%
+$285.12 
PEG Public Service Enterprise Group Incorporated
+1.83%
+$32.12 
LNT Alliant Energy Corporation
+1.82%
+$8.54 
RIG Transocean Ltd.
+1.81%
+$23.5 
RYAN Ryan Specialty Holdings Inc.
+1.77%
+$40.47 
HII Huntington Ingalls Industries Inc.
+1.75%
+$14.04 
SKWD Skyward Specialty Insurance Group, Inc.
+1.75%
+$22.05 
VSNT Versant Media Group, Inc.
+1.7%
+$38.16 
AXS AXIS Capital Holdings Limited
+1.7%
+$56.44 
HIG The Hartford Insurance Group, Inc.
+1.69%
+$627.75 
PTEN Patterson-UTI Energy Inc.
+1.68%
+$468.35 
OII Oceaneering International, Inc.
+1.67%
+$59.76 
WTW Willis Towers Watson Public Limited Company
+1.65%
+$15.39 
LXU Lsb Industries Inc.
+1.62%
+$17.85 
CRH CRH plc
+1.6%
+$26.4 
AFL Aflac Inc.
+1.6%
+$699.3 
TSN Tyson Foods Inc.
+1.59%
+$8.6 
WFRD Weatherford International plc
+1.59%
+$70.21 
XEL Xcel Energy Inc.
+1.58%
+$190.4 
DAN Dana Inc.
+1.58%
+$48.6 
CME CME Group Inc.
+1.54%
+$160.74 
HDV iShares Core High Dividend ETF
+1.54%
+$3,887.52 
CL Colgate-Palmolive Company
+1.52%
+$166.38 
NMIH NMI Holdings Inc.
+1.52%
+$40.87 
ESNT Essent Group Ltd.
+1.51%
+$56.64 
NOV Nov Inc.
+1.5%
+$134.4 
PKG Packaging Corporation of America
+1.49%
+$193.76 
MSI Motorola Solutions, Inc.
+1.47%
+$87.23 
KR Kroger Co.
+1.45%
+$574.21 
PG Procter & Gamble Co
+1.45%
+$1,064.76 
COF Capital One Financial Corporation
+1.45%
+$544.62 
CNR Core Natural Resources, Inc.
+1.44%
+$25.7 
KMB Kimberly-Clark Corporation
+1.44%
+$42 
MKL Markel Group Inc.
+1.44%
+$26.28 
PLMR Palomar Holdings Inc.
+1.44%
+$31.68 
FE FirstEnergy Corp.
+1.43%
+$13.65 
AGO Assured Guaranty Ltd.
+1.42%
+$32.67 
PSX Phillips 66
+1.4%
+$286.84 
GPOR Gulfport Energy Corporation
+1.39%
+$15.96 
KMX CarMax Inc.
+1.38%
+$71.05 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.38%
+$6,862.5 
TRV The Travelers Companies, Inc.
+1.36%
+$1,996.44 
WFC Wells Fargo & Company
+1.36%
+$981 
STZ Constellation Brands, Inc.
+1.36%
+$5.28 
GNW Genworth Financial Inc.
+1.34%
+$33 
OTIS Otis Worldwide Corporation
+1.33%
+$15.98 
TPL Texas Pacific Land Corporation
+1.33%
+$106.03 
TMUS T-Mobile US, Inc.
+1.32%
+$436.77 
HSY The Hershey Company
+1.3%
+$48.4 
ES Eversource Energy
+1.3%
+$1.72 
BFH Bread Financial Holdings Inc.
+1.28%
+$297.7 
TAP Molson Coors Beverage Company
+1.28%
+$1.5 
RDN Radian Group Inc.
+1.28%
+$78.26 
AAP Advance Auto Parts Inc.
+1.27%
+$25.76 
FAST Fastenal Co.
+1.26%
+$613.41 
CI The Cigna Group
+1.24%
+$44.52 
MRP Millrose Properties Inc.
+1.24%
+$2.75 
JPM JPMorgan Chase & Co.
+1.23%
+$3,250.31 
BRK-B Berkshire Hathaway Inc.
+1.21%
+$5,365.58 
WM Waste Management, Inc.
+1.21%
+$1,014.56 
TBBK The Bancorp, Inc.
+1.2%
+$17.7 
AN AutoNation Inc.
+1.2%
+$23.04 
ZTS Zoetis Inc.
+1.2%
+$24.44 
ECVT Ecovyst Inc.
+1.18%
+$11.76 
BLK BlackRock, Inc.
+1.17%
+$431.97 
VTR Ventas Inc.
+1.17%
+$5.94 
SPGI S&P Global Inc.
+1.16%
+$289.39 
SLVM Sylvamo Corporation
+1.14%
+$16.28 
ADP Automatic Data Processing Inc.
+1.14%
+$1,010.75 
COST Costco Wholesale Corporation
+1.14%
+$2,430.9 
IDA Idacorp Inc.
+1.13%
+$1.55 
PNC The PNC Financial Services Group, Inc.
+1.13%
+$192.37 
VDC VANGUARD CONSUMER STAPLES ETF
+1.13%
+$63.72 
TFC Truist Financial Corporation
+1.13%
+$171.68 
D Dominion Energy, Inc.
+1.12%
+$28.91 
ETR Entergy Corporation
+1.12%
+$99.76 
WPC W. P. Carey Inc.
+1.1%
+$7.81 
DTE DTE Energy Company
+1.1%
+$22.56 
VGNT Versigent plc
+1.1%
+$5.76 
RS Reliance Inc.
+1.09%
+$44.5 
LIN Linde plc
+1.09%
+$555.17 
HLIT Harmonic Inc.
+1.09%
+$6.21 
HCI HCI Group, Inc.
+1.07%
+$35.87 
MFC Manulife Financial Corporation
+1.07%
+$488.8 
NEE NextEra Energy, Inc.
+1.05%
+$731.23 
PSA Public Storage Common Stock
+1.04%
+$9.24 
TXT Textron Inc.
+1.04%
+$6.24 
AEM Agnico Eagle Mines Limited
+1.03%
+$77.2 
AROC Archrock Inc.
+1.03%
+$275.7 
RUSHA Rush Enterprises Inc.
+1.02%
+$68.31 
PHG Koninklijke Philips N.V.
+1.02%
+$44.72 
SPNT SiriusPoint Ltd.
+1%
+$21 
MRSH Marsh & McLennan Companies, Inc.
+1%
+$44.64 
RGA Reinsurance Group of America, Inc.
+1%
+$7.89 
GSK GSK plc Sponsored ADR
+0.99%
+$17.95 
DOW Dow Inc.
+0.98%
+$3.19 
OFG OFG Bancorp
+0.98%
+$14.79 
APD Air Products and Chemicals, Inc.
+0.96%
+$529.1 
MCY Mercury General Corporation
+0.96%
+$107.8 
DRI Darden Restaurants, Inc.
+0.96%
+$153.75 
O Realty Income Corporation
+0.95%
+$13.25 
CF CF Industries Holdings, Inc.
+0.95%
+$150.48 
LPX Louisiana-Pacific Corporation
+0.95%
+$25.08 
AWI Armstrong World Industries, Inc.
+0.94%
+$4.72 
CSGP CoStar Group, Inc.
+0.94%
+$15 
F Ford Motor Company
+0.93%
+$51.87 
EFSC Enterprise Financial Services Corp.
+0.93%
+$12.65 
PCG PG&E Corporation
+0.93%
+$18.48 
JNJ Johnson & Johnson
+0.9%
+$1,504.53 
DOV Dover Corporation
+0.89%
+$10.38 
NPKI NPK International Inc.
+0.89%
+$21.95 
GVA Granite Construction Incorporated
+0.88%
+$45.84 
ROST Ross Stores, Inc.
+0.88%
+$251.32 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.87%
+$26.58 
DLR Digital Realty Trust, Inc.
+0.87%
+$39.52 
MNST Monster Beverage Corporation
+0.86%
+$117.78 
NRG NRG Energy, Inc.
+0.86%
+$7.96 
VZ Verizon Communications Inc.
+0.86%
+$436.44 
C Citigroup Inc.
+0.84%
+$240.24 
MTG MGIC Investment Corporation
+0.83%
+$62.1 
MTUS Metallus Inc.
+0.83%
+$6.29 
RYZ Ryerson Holding Corporation
+0.83%
+$9.68 
TILE Interface Inc.
+0.82%
+$29.2 
BNY BlackRock New York Municipal Income Trust
+0.82%
+$386.28 
RSG Republic Services, Inc.
+0.81%
+$273.02 
LOW Lowe's Companies Inc.
+0.81%
+$99.54 
WMT Walmart Inc.
+0.81%
+$1,368.95 
SAM The Boston Beer Company Inc.
+0.8%
+$10.08 
PFBC Preferred Bank
+0.79%
+$29.52 
ANF Abercrombie & Fitch Co.
+0.79%
+$58.8 
PAYX Paychex Inc.
+0.78%
+$51.03 
AX Axos Financial Inc.
+0.78%
+$49.64 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$109.25 
SWKS Skyworks Solutions Inc.
+0.76%
+$0.6 
BCC Boise Cascade Company
+0.76%
+$13.68 
V Visa Inc. Class A
+0.72%
+$1,267.3 
HMN Horace Mann Educators Corp.
+0.72%
+$26.73 
ABBV AbbVie Inc.
+0.71%
+$1,131.2 
SMA SmartStop Self Storage REIT Inc.
+0.71%
+$3,813.36 
LDOS Leidos Holdings Inc.
+0.7%
+$3.48 
BA Boeing Company
+0.7%
+$54.12 
LECO Lincoln Electric Holdings, Inc.
+0.69%
+$28.8 
GL Globe Life Inc.
+0.69%
+$47.15 
DHT DHT Holdings Inc.
+0.68%
+$34.56 
KGC Kinross Gold Corporation
+0.67%
+$79.36 
IVT InvenTrust Properties Corp.
+0.67%
+$25 
SCI Service Corporation International
+0.67%
+$12.96 
NUE Nucor Corporation
+0.67%
+$108.8 
SBUX Starbucks Corporation
+0.66%
+$102.4 
PECO Phillips Edison & Company, Inc.
+0.66%
+$37 
MCK McKesson Corporation
+0.66%
+$314.4 
INGR Ingredion Inc.
+0.65%
+$3.78 
CMCSA Comcast Corp
+0.64%
+$138.32 
CUBI Customers Bancorp Inc.
+0.63%
+$9.87 
GE General Electric Company
+0.63%
+$176.4 
WOR Worthington Enterprises Inc.
+0.63%
+$5.2 
FBP First BanCorp Puerto Rico
+0.62%
+$28.22 
WABC Westamerica Bancorporation
+0.62%
+$24.7 
FMC FMC Corporation
+0.62%
+$3.19 
OZK Bank OZK
+0.61%
+$33.88 
NSC Norfolk Southern Corporation
+0.61%
+$156.42 
MAR Marriott International Inc. - Class A
+0.61%
+$44.46 
MUSA Murphy USA Inc.
+0.6%
+$6.54 
UVE Universal Insurance Holdings, Inc.
+0.6%
+$5.88 
BR Broadridge Financial Solutions, Inc.
+0.59%
+$120.51 
SCHH Schwab U.S. REIT ETF
+0.58%
+$3,065.92 
RY Royal Bank of Canada
+0.58%
+$30.65 
DFIV Dimensional International Value ETF
+0.57%
+$26,431.36 
BSX Boston Scientific Corporation
+0.56%
+$57.82 
ZION Zions Bancorporation, National Association
+0.56%
+$61.6 
MWA Mueller Water Products Inc.
+0.55%
+$6.84 
BUSE First Busey Corporation
+0.55%
+$5.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$179.8 
AIZ Assurant Inc.
+0.54%
+$18.24 
HCC Warrior Met Coal Inc.
+0.54%
+$24.48 
HWM Howmet Aerospace Inc.
+0.54%
+$40.14 
MRK Merck & Co., Inc.
+0.53%
+$571.17 
ALLE Allegion plc
+0.53%
+$4.15 
NTB The Bank of N.T. Butterfield & Son Limited
+0.53%
+$11.16 
EIX Edison International
+0.53%
+$10.03 
PRI Primerica Inc.
+0.52%
+$17.52 
ING ING Groep N.V. Sponsored ADR
+0.51%
+$50.49 
CPRT Copart Inc.
+0.51%
+$9.1 
NDAQ Nasdaq, Inc.
+0.5%
+$26.32 
SYK Stryker Corporation
+0.5%
+$11.68 
WTS Watts Water Technologies Inc.
+0.5%
+$17.69 
EWBC East West Bancorp Inc.
+0.49%
+$39.68 
MET MetLife Inc.
+0.49%
+$153.37 
DINO HF Sinclair Corporation
+0.48%
+$31.8 
PHM PulteGroup Inc.
+0.48%
+$86.4 
RF Regions Financial Corporation
+0.48%
+$15.6 
BANR Banner Corporation
+0.46%
+$17.05 
LLY Eli Lilly and Company
+0.46%
+$713.75 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
+0.44%
+$7.68 
PFE Pfizer Inc.
+0.44%
+$23.4 
XLRE The Real Estate Select Sector SPDR Fund
+0.43%
+$1,572.3 
ITW Illinois Tool Works Inc.
+0.43%
+$222.72 
HD The Home Depot, Inc.
+0.42%
+$459.81 
HESM Hess Midstream LP
+0.42%
+$2.08 
PNFP Pinnacle Financial Partners Inc.
+0.42%
+$0.8 
AVDV Avantis International Small Cap Value ETF
+0.42%
+$73,018.35 
ASB Associated Banc-Corp
+0.42%
+$9.36 
XLF Financial Select Sector SPDR Fund
+0.42%
+$23.92 
AAPL Apple Inc.
+0.41%
+$5,913.28 
DBD Diebold Nixdorf Inc.
+0.41%
+$5.5 
DG Dollar General Corporation
+0.4%
+$12.96 
CTSH Cognizant Technology Solutions Corporation
+0.4%
+$8.84 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$818.7 
TDW Tidewater Inc.
+0.38%
+$3 
TTI Tetra Technologies Inc.
+0.38%
+$2.64 
TPR Tapestry Inc.
+0.38%
+$54.45 
WTFC Wintrust Financial Corporation
+0.38%
+$2.16 
HEI Heico Corporation
+0.37%
+$29.51 
SNA Snap-on Inc.
+0.36%
+$11.97 
GM General Motors Company
+0.36%
+$114.6 
TT Trane Technologies plc
+0.35%
+$30.59 
VNQ Vanguard Real Estate ETF
+0.35%
+$511.36 
OMF OneMain Holdings Inc.
+0.34%
+$11.59 
UTI Universal Technical Institute Inc.
+0.34%
+$8.33 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$6.84 
USRT iShares Core U.S. REIT ETF
+0.33%
+$8.41 
GATX GATX Corporation
+0.33%
+$24.84 
AVRE Avantis Real Estate ETF
+0.31%
+$13,710.2 
CTAS Cintas Corporation
+0.3%
+$8.82 
MCO Moody's Corporation
+0.3%
+$27.17 
SIG Signet Jewelers Ltd.
+0.3%
+$20.3 
PHIN Phinia Inc.
+0.29%
+$10.2 
APOG Apogee Enterprises Inc.
+0.29%
+$2.28 
FOXA Fox Corporation
+0.29%
+$7.03 
ASO Academy Sports and Outdoors, Inc.
+0.27%
+$8.64 
WAL Western Alliance Bancorporation
+0.27%
+$0.6 
DISV Dimensional International Small Cap Equity Fund
+0.27%
+$589.72 
SCHC Schwab International Small-Cap Equity ETF
+0.27%
+$2.08 
CNO CNO Financial Group Inc.
+0.26%
+$25.34 
MPC Marathon Petroleum Corporation
+0.25%
+$104.06 
KEY KeyCorp
+0.25%
+$9.1 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.24%
+$48.96 
HUN Huntsman Corporation
+0.23%
+$3.14 
KD Kyndryl Holdings Inc.
+0.23%
+$3.3 
FULT Fulton Financial Corporation
+0.22%
+$6.2 
HOPE Hope Bancorp Inc.
+0.22%
+$8.28 
DCI Donaldson Company, Inc.
+0.22%
+$4.18 
WST West Pharmaceutical Services, Inc.
+0.21%
+$19.44 
VTV Vanguard Value ETF
+0.19%
+$379.69 
ABT Abbott Laboratories
+0.19%
+$10.4 
PH Parker-Hannifin Corporation
+0.19%
+$14.48 
LOPE Grand Canyon Education Inc.
+0.19%
+$9 
MCD McDonald's Corporation
+0.18%
+$33.44 
AVDE Avantis International Equity ETF
+0.18%
+$7,708.48 
FOX Fox Corporation Class B Common Stock
+0.17%
+$4.9 
VLO Valero Energy Corporation
+0.17%
+$94.72 
MA Mastercard Incorporated
+0.17%
+$120.36 
CW Curtiss-Wright Corporation
+0.15%
+$3.08 
IVLU iShares MSCI International Value Factor ETF
+0.14%
+$4,086.9 
PFS Provident Financial Services Inc.
+0.14%
+$2.1 
BOH Bank of Hawaii Corporation
+0.13%
+$1.62 
DFAI Dimensional International Core Equity Market ETF
+0.13%
+$44,727.82 
WSFS WSFS Financial Corporation
+0.13%
+$1.4 
TCBI Texas Capital Bancshares Inc.
+0.12%
+$2.09 
DFLV Dimensional US Large Cap Value ETF
+0.12%
+$506.95 
ABCB Ameris Bancorp
+0.11%
+$0.99 
SCL Stepan Company
+0.11%
+$1.68 
BSV Vanguard Short-Term Bond ETF
+0.11%
+$2.21 
CALM Cal-Maine Foods Inc.
+0.11%
+$6.65 
VLTO Veralto Corporation
+0.09%
+$0.36 
PSMT PriceSmart Inc.
+0.08%
+$8.12 
UNP Union Pacific Corporation
+0.08%
+$125.28 
FITB Fifth Third Bancorp
+0.08%
+$11.8 
SPB Spectrum Brands Holdings Inc.
+0.08%
+$1.26 
ROP Roper Technologies Inc.
+0.07%
+$2.34 
AIN Albany International Corp.
+0.07%
+$1 
NTRS Northern Trust Corporation
+0.07%
+$6.38 
AVSF Avantis Short-Term Fixed Income ETF
+0.07%
+$1,152.09 
SYY Sysco Corporation
+0.06%
+$1.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.05%
+$1.04 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.05%
+$1.04 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$12,024.66 
ATKR Atkore Inc.
+0.04%
+$2.04 
FNDC Schwab Fundamental International Small Company Index ETF
+0.04%
+$1,032.46 
CTVA Corteva Inc.
+0.04%
+$0.51 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$591.92 
TRMK Trustmark Corporation
+0.03%
+$1.27 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$5.67 
ALV Autoliv, Inc.
+0.03%
+$0.27 
PCAR PACCAR Inc.
+0.02%
+$4.22 
CARR Carrier Global Corporation
+0.02%
+$0.47 
AVB AvalonBay Communities, Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
HWC Hancock Whitney Corporation
0%
$0 
INSW International Seaways Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
SXC SunCoke Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USM U.S. Cellular Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ACT Enact Holdings, Inc.
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
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 
NBIS Nebius Group N.V.
-12.18%
-$252.34 
GLXY Galaxy Digital Inc. Class A Common Stock
-11.56%
-$139.26 
TWLO Twilio Inc.
-10.65%
-$1,136.07 
LCID Lucid Group, Inc.
-10.57%
-$55.5 
OKTA Okta Inc.
-10.2%
-$488.98 
SMCI Super Micro Computer Inc
-9.86%
-$86.5 
MSTR Strategy Inc.
-9.56%
-$28.92 
PSNY Polestar Automotive Holding UK PLC Class A ADS
-9.32%
-$23.6 
OPEN Opendoor Technologies Inc.
-8.84%
-$213.61 
FLEX Flex Ltd.
-8.16%
-$1,125.6 
MRNA Moderna, Inc.
-7.82%
-$55.47 
FCEL FuelCell Energy, Inc.
-7.81%
-$207.9 
PENG Penguin Solutions, Inc.
-7.7%
-$85.68 
PANW Palo Alto Networks, Inc.
-7.66%
-$1,729.35 
STX Seagate Technology Holdings plc
-7.5%
-$777 
PLTR Palantir Technologies Inc.
-7.22%
-$347.28 
QDEL QuidelOrtho Corporation
-7.19%
-$51 
ODC Oil-Dri Corporation of America
-7.11%
-$46.04 
P Everpure Inc.
-7.06%
-$1,017.36 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$2,199.04 
FTNT Fortinet Inc.
-7.03%
-$1,827.54 
SANM Sanmina Corporation
-6.92%
-$65.35 
SNDK SanDisk Corporation
-6.88%
-$960 
WDC Western Digital Corporation
-6.86%
-$586.8 
CIEN Ciena Corporation
-6.51%
-$139.32 
BE Bloom Energy Corporation
-6.32%
-$1,911.04 
HPE Hewlett Packard Enterprise Company
-5.97%
-$63 
AMD Advanced Micro Devices, Inc.
-5.97%
-$9,393.99 
AGX Argan Inc.
-5.82%
-$85.52 
COIN Coinbase Global, Inc.
-5.79%
-$489.9 
INTC Intel Corporation
-5.79%
-$2,323.92 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-5.66%
-$1,602.12 
MU Micron Technology, Inc.
-5.65%
-$19,732.5 
TER Teradyne, Inc.
-5.31%
-$382.41 
UMC United Microelectronics Corp. Sponsored ADR
-5.31%
-$469.53 
DCH Dauch Corporation
-5.2%
-$30.74 
UAL United Airlines Holdings, Inc.
-5.14%
-$317.81 
AMKR Amkor Technology Inc.
-5.08%
-$91.84 
KLAC KLA Corporation
-4.97%
-$3,398.64 
ALGT Allegiant Travel Company
-4.94%
-$97.44 
STRL Sterling Infrastructure, Inc.
-4.94%
-$110.3 
HOOD Robinhood Markets, Inc.
-4.92%
-$271.36 
LRCX Lam Research Corporation
-4.89%
-$8,555.39 
AMAT Applied Materials, Inc.
-4.82%
-$3,936.8 
OSCR Oscar Health, Inc.
-4.74%
-$399.42 
APP AppLovin Corporation Class A Common Stock
-4.71%
-$394.8 
ORCL Oracle Corporation
-4.65%
-$1,837.5 
GLW Corning Incorporated
-4.64%
-$1,118.82 
ANET Arista Networks, Inc.
-4.63%
-$971.24 
AAON Aaon Inc.
-4.62%
-$107.1 
ETSY Etsy Inc.
-4.54%
-$344.25 
AVGO Broadcom Inc.
-4.53%
-$11,607.1 
SNEX StoneX Group Inc.
-4.52%
-$495.93 
NOW ServiceNow, Inc.
-4.46%
-$875.16 
HUM Humana Inc.
-4.37%
-$37.74 
VSAT Viasat Inc.
-4.33%
-$2,221.1 
RH RH
-4.26%
-$5.02 
NXT Nextracker Inc.
-4.09%
-$214.83 
MATV Mativ Holdings Inc.
-3.94%
-$10.58 
PEGA Pegasystems Inc.
-3.91%
-$8.43 
HCAT Health Catalyst Inc.
-3.89%
-$42.42 
FXL First Trust Technology AlphaDEX Fund
-3.89%
-$292.06 
IBKR Interactive Brokers Group Inc.
-3.88%
-$4,308.6 
VRT Vertiv Holdings Co
-3.88%
-$499.8 
ALK Alaska Air Group Inc.
-3.77%
-$306.62 
META Meta Platforms Inc Class A
-3.72%
-$11,012.79 
DOCU DocuSign Inc.
-3.7%
-$37.31 
GLUE Monte Rosa Therapeutics, Inc.
-3.66%
-$14.43 
VSH Vishay Intertechnology Inc.
-3.65%
-$153.3 
KSS Kohl's Corporation
-3.64%
-$134.47 
CRI Carter's Inc.
-3.63%
-$55.7 
VSXY Victoria's Secret & Co.
-3.58%
-$90.72 
Q Qnity Electronics Inc.
-3.54%
-$428.24 
PLAB Photronics Inc.
-3.54%
-$60.6 
BHE Benchmark Electronics Inc.
-3.54%
-$106.19 
QCOM QUALCOMM Incorporated
-3.53%
-$1,283.16 
DAL Delta Air Lines, Inc.
-3.48%
-$356.32 
SENEA Seneca Foods Corporation Class A
-3.46%
-$30.4 
PLXS Plexus Corp.
-3.45%
-$337.84 
FSLR First Solar, Inc.
-3.45%
-$12.34 
ACHC Acadia Healthcare Company, Inc.
-3.35%
-$63.44 
LUV Southwest Airlines Co.
-3.25%
-$147.07 
LBTYA Liberty Global Plc
-3.23%
-$44.2 
RBA Rb Global Inc.
-3.23%
-$304.02 
KEYS Keysight Technologies, Inc.
-3.18%
-$10.87 
AVT Avnet Inc.
-3.15%
-$603.58 
TEX Terex Corporation
-3.13%
-$141.9 
JBL Jabil Inc.
-3.1%
-$454.41 
HOG Harley-Davidson Inc.
-3.06%
-$126.75 
XLK State Street Technology Select Sector SPDR ETF
-3.03%
-$2,525.6 
MHK Mohawk Industries, Inc.
-2.89%
-$42.96 
FIX Comfort Systems USA, Inc.
-2.88%
-$213.5 
SNPS Synopsys, Inc.
-2.88%
-$188.72 
VGT Vanguard Information Technology ETF
-2.88%
-$1,897.28 
NFLX Netflix, Inc.
-2.87%
-$2,048.8 
GNRC Generac Holdings Inc.
-2.84%
-$50.76 
JBHT J.B. Hunt Transport Services, Inc.
-2.83%
-$246.05 
ETN Eaton Corporation plc
-2.82%
-$2,120.58 
SBH Sally Beauty Holdings Inc.
-2.8%
-$27.36 
PUMP ProPetro Holding Corp.
-2.77%
-$77.88 
IRDM Iridium Communications Inc.
-2.73%
-$350.55 
GT The Goodyear Tire & Rubber Company
-2.71%
-$51.96 
MTRN Materion Corporation
-2.7%
-$584.8 
ULTA Ulta Beauty Inc.
-2.67%
-$130.4 
LBTYK Liberty Global plc
-2.67%
-$30.66 
YELP Yelp Inc.
-2.62%
-$24.07 
APH Amphenol Corporation
-2.6%
-$1,992.8 
ADBE Adobe Inc.
-2.56%
-$51.44 
VBK Vanguard Small-Cap Growth ETF
-2.52%
-$1,949.64 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$618.12 
CDW CDW Corporation
-2.5%
-$30.8 
QQQM Invesco NASDAQ 100 ETF
-2.48%
-$2,063.65 
EL The Estée Lauder Companies Inc. Class A
-2.48%
-$26.6 
ARW Arrow Electronics Inc.
-2.47%
-$27.2 
GOOGL Alphabet Inc
-2.47%
-$13,117.6 
PII Polaris Inc.
-2.45%
-$91.7 
CRM Salesforce Inc
-2.43%
-$414 
MOH Molina Healthcare Inc.
-2.43%
-$5.17 
SOLV Solventum Corporation
-2.38%
-$179.74 
ENS EnerSys
-2.36%
-$61.2 
SCHW Charles Schwab Corporation
-2.36%
-$765.9 
BX Blackstone Inc.
-2.35%
-$277.56 
GOOG Alphabet Inc
-2.32%
-$8,112 
AGCO AGCO Corporation
-2.32%
-$2.46 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.31%
-$32.3 
ON ON Semiconductor Corporation
-2.31%
-$173.4 
CMG Chipotle Mexican Grill, Inc.
-2.29%
-$81.9 
IWY iShares Russell Top 200 Growth ETF
-2.26%
-$1,963.17 
MGK Vanguard Mega Cap Growth ETF
-2.25%
-$1,302.03 
CSCO Cisco Systems, Inc.
-2.24%
-$2,543.88 
IWF iShares Russell 1000 Growth ETF
-2.23%
-$288.08 
ARCB ArcBest Corporation
-2.23%
-$97.85 
DMC Fresh Del Monte Produce Inc.
-2.23%
-$27.2 
THO Thor Industries Inc.
-2.2%
-$49.28 
LH Labcorp Holdings Inc.
-2.19%
-$35.6 
TSLA Tesla, Inc.
-2.15%
-$2,095.51 
ADSK Autodesk, Inc.
-2.15%
-$226.18 
SFM Sprouts Farmers Market, Inc.
-2.15%
-$40.04 
EBAY eBay Inc.
-2.14%
-$873.16 
ADI Analog Devices, Inc.
-2.12%
-$1,243.38 
HCA HCA Healthcare Inc.
-2.1%
-$39.36 
VUG Vanguard Growth ETF
-2.08%
-$460.02 
Z Zillow Group Inc.
-2.03%
-$2.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.03%
-$627.8 
ILMN Illumina, Inc.
-2.01%
-$59.29 
LULU lululemon athletica inc.
-2.01%
-$55.72 
LYFT Lyft Inc.
-1.98%
-$72.42 
LPLA LPL Financial Holdings Inc.
-1.97%
-$83.85 
MYRG Myr Group Inc.
-1.96%
-$28 
JAZZ Jazz Pharmaceuticals plc
-1.95%
-$83.8 
BC Brunswick Corporation
-1.95%
-$92.16 
BURL Burlington Stores Inc.
-1.95%
-$109.62 
ATI ATI Inc.
-1.94%
-$136.16 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.94%
-$297.5 
MSFT Microsoft Corp.
-1.94%
-$15,277.9 
CNC Centene Corporation
-1.93%
-$171.36 
ECG Everus Construction Group, Inc.
-1.93%
-$51.6 
HRI Herc Holdings Inc.
-1.91%
-$11.85 
BHF Brighthouse Financial Inc.
-1.91%
-$115.32 
AMZN Amazon.com Inc
-1.9%
-$13,677.81 
DXCM DexCom, Inc.
-1.88%
-$70.95 
WKC World Kinect Corporation
-1.88%
-$18.63 
SKYW SkyWest Inc.
-1.88%
-$94.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.86%
-$623.04 
SLM SLM Corporation
-1.84%
-$139.4 
AMR Alpha Metallurgical Resources, Inc.
-1.82%
-$27.81 
HHH Howard Hughes Holdings Inc.
-1.82%
-$45.72 
CBRE CBRE Group Inc.
-1.79%
-$7.26 
GPK Graphic Packaging Holding Company
-1.77%
-$2.48 
VRTX Vertex Pharmaceuticals Incorporated
-1.77%
-$315.35 
CACC Credit Acceptance Corporation
-1.77%
-$19.44 
DGX Quest Diagnostics Inc.
-1.76%
-$46.37 
WERN Werner Enterprises Inc.
-1.74%
-$55.68 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$51.6 
STNG Scorpio Tankers Inc.
-1.72%
-$35.62 
PACS Pacs Group Inc.
-1.72%
-$36.08 
WCC Wesco International Inc.
-1.71%
-$148 
AVEM Avantis Emerging Markets Equity ETF
-1.7%
-$272,153.42 
EW Edwards Lifesciences Corporation
-1.7%
-$94.5 
URI United Rentals, Inc.
-1.69%
-$124.18 
MCRI Monarch Casino & Resort Inc.
-1.69%
-$132.6 
IWM iShares Russell 2000 ETF
-1.68%
-$101.86 
IEMG iShares Core MSCI Emerging Markets ETF
-1.68%
-$141.48 
DFAE Dimensional Emerging Core Equity Market ETF
-1.66%
-$32,604.39 
DY Dycom Industries Inc.
-1.65%
-$46.86 
WAT Waters Corporation
-1.62%
-$21.6 
SF Stifel Financial Corp.
-1.62%
-$3.33 
BBY Best Buy Co., Inc.
-1.61%
-$45.6 
KKR KKR & Co. Inc.
-1.6%
-$54.6 
MTB M&T Bank Corporation
-1.6%
-$41.88 
PWR Quanta Services Inc.
-1.59%
-$122.76 
CBT Cabot Corporation
-1.58%
-$199.56 
UTHR United Therapeutics Corporation
-1.55%
-$176.19 
EME EMCOR Group, Inc.
-1.54%
-$305.64 
SCHA Schwab U.S. Small-Cap ETF
-1.54%
-$217 
VC Visteon Corporation
-1.53%
-$32.64 
GNK Genco Shipping & Trading Limited
-1.52%
-$11.78 
INTU Intuit Inc.
-1.52%
-$60.24 
TGT Target Corporation
-1.52%
-$768.74 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-1.51%
-$54.36 
TXRH Texas Roadhouse Inc.
-1.5%
-$35.98 
CDNS Cadence Design Systems, Inc.
-1.5%
-$224.02 
A Agilent Technologies Inc.
-1.49%
-$23.49 
IQV IQVIA Holdings Inc.
-1.49%
-$8.06 
PFSI Pennymac Financial Services Inc.
-1.47%
-$15.3 
SGHC Super Group (SGHC) Limited
-1.47%
-$70.45 
WWD Woodward Inc.
-1.44%
-$28.74 
CAKE The Cheesecake Factory Incorporated
-1.43%
-$81.83 
RL Ralph Lauren Corporation
-1.43%
-$89.44 
BJRI BJ's Restaurants, Inc.
-1.43%
-$25.8 
GAP Gap Inc.
-1.43%
-$12.06 
NVDA NVIDIA Corporation
-1.43%
-$8,568.4 
BKNG Booking Holdings Inc.
-1.42%
-$549.9 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$201.6 
VST Vistra Corp
-1.4%
-$159.84 
NEU NewMarket Corporation
-1.4%
-$334.8 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.39%
-$73 
CMP Compass Minerals International Inc.
-1.37%
-$54.25 
XLG Invesco S&P 500 Top 50 ETF
-1.36%
-$6.96 
CC Chemours Co.
-1.36%
-$19.95 
DE Deere & Company
-1.36%
-$696.78 
HCSG Healthcare Services Group Inc.
-1.35%
-$14.79 
RMD ResMed Inc.
-1.35%
-$32.65 
BYD Boyd Gaming Corporation
-1.35%
-$41.06 
CEG Constellation Energy Corporation
-1.32%
-$94.64 
JQUA JPMorgan U.S. Quality Factor ETF
-1.32%
-$104 
LZB La-Z-Boy Inc.
-1.31%
-$22 
ROL Rollins, Inc.
-1.31%
-$39.16 
CROX Crocs, Inc.
-1.31%
-$61.94 
SPEM SPDR Portfolio Emerging Markets ETF
-1.28%
-$10,847.76 
TPC Tutor Perini Corporation
-1.28%
-$55.55 
UNH UnitedHealth Group Incorporated
-1.28%
-$858 
UBER Uber Technologies, Inc.
-1.28%
-$154.7 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.26%
-$51.68 
SCHE Schwab Emerging Markets Equity ETF
-1.26%
-$26,076.51 
MHO M/I Homes Inc.
-1.25%
-$31.6 
LEA Lear Corporation
-1.24%
-$224.99 
DXC Dxc Technology Co.
-1.23%
-$56.1 
HAPN Happen Inc.
-1.23%
-$43.74 
MELI MercadoLibre, Inc.
-1.22%
-$180.8 
UHS Universal Health Services, Inc.
-1.22%
-$22.8 
KGS Kodiak Gas Services Inc.
-1.21%
-$200.68 
LW Lamb Weston Holdings, Inc.
-1.21%
-$4.58 
BMY Bristol-Myers Squibb Company
-1.21%
-$219 
GS The Goldman Sachs Group, Inc.
-1.19%
-$626.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.18%
-$320.76 
LIVN LivaNova PLC
-1.17%
-$54.28 
ALG Alamo Group Inc.
-1.16%
-$14.16 
DFUS Dimensional U.S. Equity Market ETF
-1.16%
-$15,837.19 
SAN Banco Santander S.A. Sponsored ADR
-1.15%
-$143.37 
WSO Watsco Inc.
-1.15%
-$3.45 
ANDE The Andersons, Inc.
-1.14%
-$36 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.13%
-$3,260.41 
SCHX Schwab U.S. Large-Cap ETF
-1.12%
-$291.72 
SOLS Sollensys Corp
-1.12%
-$59.63 
STT State Street Corp
-1.11%
-$154.79 
GEHC GE HealthCare Technologies Inc.
-1.11%
-$10.92 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-1.1%
-$37.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.1%
-$433 
SPY SPDR S&P 500 ETF Trust
-1.1%
-$67.64 
IVV iShares Core S&P 500 ETF
-1.09%
-$7,275.42 
COLM Columbia Sportswear Company
-1.08%
-$23.1 
VOO Vanguard S&P 500 ETF
-1.08%
-$130.64 
DHR Danaher Corporation
-1.08%
-$79.68 
FND Floor & Decor Holdings, Inc.
-1.07%
-$0.49 
DFAS Dimensional U.S. Small Cap ETF
-1.07%
-$3,479.45 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-1.06%
-$246.47 
DOX Amdocs Limited
-1.04%
-$3.15 
DFAU Dimensional US Core Equity Market ETF
-1.04%
-$527,967.55 
EQIX Equinix, Inc.
-1.03%
-$133.64 
NVO Novo Nordisk A/S Sponsored ADR
-1.02%
-$88.4 
TREX Trex Company, Inc.
-1.02%
-$7.99 
AGM Federal Agricultural Mortgage Corporation
-1.01%
-$18.72 
DECK Deckers Outdoor Corporation
-1%
-$47.85 
WAFD WaFd, Inc.
-1%
-$16.82 
M Macy's Inc.
-0.99%
-$173.52 
TRN Trinity Industries Inc.
-0.98%
-$21 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.98%
-$185.85 
IWR iShares Russell Mid-Cap ETF
-0.98%
-$55.64 
TNC Tennant Company
-0.97%
-$8.96 
PLD Prologis Inc.
-0.97%
-$3.69 
APO Apollo Global Management, Inc.
-0.96%
-$28.08 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$206.96 
NFE New Fortress Energy Inc.
-0.96%
$0 
TXN Texas Instruments Inc
-0.96%
-$1,220.19 
EXEL Exelixis Inc.
-0.95%
-$71.4 
BWA BorgWarner Inc.
-0.95%
-$58.24 
PLUS Eplus Inc.
-0.94%
-$26.7 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$2,456.32 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$36.04 
URBN Urban Outfitters Inc.
-0.93%
-$71.28 
BAC Bank of America Corporation
-0.92%
-$892.05 
MLI Mueller Industries Inc.
-0.92%
-$62.16 
UNFI United Natural Foods Inc.
-0.91%
-$64.24 
TMO Thermo Fisher Scientific Inc.
-0.9%
-$88.06 
ECPG Encore Capital Group Inc.
-0.9%
-$11.96 
PVH PVH Corp.
-0.89%
-$8.36 
HRMY Harmony Biosciences Holdings, Inc.
-0.89%
-$119.34 
VFC V.F. Corporation
-0.88%
-$25.8 
UHAL-B U-Haul Holding Company
-0.88%
-$0.9 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.86%
-$52,313.82 
MS Morgan Stanley
-0.86%
-$211.95 
DD DuPont de Nemours, Inc.
-0.86%
-$4.53 
RCL Royal Caribbean Group
-0.85%
-$212.71 
IBM International Business Machines Corporation
-0.85%
-$340.29 
LVS Las Vegas Sands Corp.
-0.85%
-$13 
VEEV Veeva Systems Inc.
-0.83%
-$36.54 
ENSG The Ensign Group, Inc.
-0.83%
-$1.48 
NTES NetEase, Inc. American Depositary Receipt
-0.83%
-$4.22 
AVUS Avantis U.S. Equity ETF
-0.82%
-$53,788.9 
MATX Matson Inc.
-0.82%
-$207.58 
PYPL PayPal Holdings Inc
-0.81%
-$69.92 
QUAL iShares MSCI USA Quality Factor ETF
-0.81%
-$177.03 
OC Owens Corning
-0.8%
-$38.91 
FCX Freeport-McMoRan Inc.
-0.79%
-$170.38 
KALU Kaiser Aluminum Corporation
-0.79%
-$17.55 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.78%
-$166.29 
NXPI NXP Semiconductors N.V.
-0.78%
-$1.79 
LEN Lennar Corporation
-0.77%
-$24.6 
AZN AstraZeneca PLC American Depositary Shares
-0.77%
-$74.24 
KBH KB Home
-0.77%
-$6.03 
PRIM Primoris Services Corporation
-0.76%
-$9.52 
BG Bunge Global S.A.
-0.76%
-$13.77 
JXN Jackson Financial Inc.
-0.75%
-$59.4 
GILD Gilead Sciences Inc.
-0.75%
-$769.36 
R Ryder System Inc.
-0.74%
-$71.2 
MOS Mosaic Company
-0.74%
-$5.74 
APTV Aptiv PLC
-0.73%
-$10.23 
MDT Medtronic plc
-0.72%
-$26.91 
DOLE Dole plc
-0.71%
-$1.33 
VLY Valley National Bancorp
-0.71%
-$14.31 
REGN Regeneron Pharmaceuticals, Inc.
-0.7%
-$22.4 
ECL Ecolab Inc.
-0.7%
-$28.56 
GSAT Globalstar, Inc.
-0.7%
-$26.1 
MAT Mattel Inc.
-0.69%
-$1.2 
HP Helmerich & Payne Inc.
-0.69%
-$30.42 
FDX FedEx Corporation
-0.69%
-$111.65 
TYL Tyler Technologies Inc.
-0.68%
-$49.2 
CAT Caterpillar Inc.
-0.67%
-$648.12 
COLB Columbia Banking System, Inc.
-0.66%
-$28.69 
MGA Magna International Inc.
-0.66%
-$1.32 
SIRI Sirius XM Holdings Inc.
-0.66%
-$21.06 
TSCO Tractor Supply Company
-0.66%
-$31.02 
CHE Chemed Corporation
-0.65%
-$13.4 
ENPH Enphase Energy, Inc.
-0.65%
-$57 
KMT Kennametal Inc.
-0.65%
-$14.8 
VCTR Victory Capital Holdings, Inc. Class A
-0.64%
-$14 
J Jacobs Solutions Inc.
-0.63%
-$2.7 
LBRT Liberty Energy Inc.
-0.63%
-$14.6 
ODFL Old Dominion Freight Line, Inc.
-0.61%
-$45.24 
AVGE FRCL 3 2022Q3 Hb Float
-0.61%
-$649.65 
CMC Commercial Metals Company
-0.6%
-$13.04 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.6%
-$31.28 
GEV GE Vernova Inc.
-0.59%
-$425.88 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.59%
-$16.5 
LKQ LKQ Corporation
-0.58%
-$4.55 
VRSN Verisign Inc.
-0.58%
-$35.1 
SHW The Sherwin-Williams Company
-0.57%
-$94.57 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$23 
MCHP Microchip Technology Incorporated
-0.55%
-$4.92 
EQH Equitable Holdings, Inc.
-0.54%
-$15.37 
HBAN Huntington Bancshares Incorporated
-0.52%
-$23.84 
SYF Synchrony Financial
-0.51%
-$68.78 
BTU Peabody Energy Corporation
-0.5%
-$14.28 
KEX Kirby Corporation
-0.5%
-$15.07 
GNTX Gentex Corporation
-0.5%
-$29.93 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$0.41 
UMBF UMB Financial Corporation
-0.49%
-$4.87 
WSM Williams-Sonoma, Inc.
-0.49%
-$74.4 
VVV Valvoline Inc.
-0.47%
-$1.8 
LSTR Landstar System Inc.
-0.47%
-$8.91 
CSL Carlisle Companies Inc.
-0.46%
-$9.24 
RDVY First Trust Rising Dividend Achievers ETF
-0.45%
-$34.2 
HNI HNI Corporation
-0.45%
-$1.47 
WLK Westlake Corporation
-0.44%
-$0.28 
MBIN Merchants Bancorp Inc.
-0.44%
-$3.44 
NNI Nelnet, Inc.
-0.44%
-$14.56 
RSP Invesco S&P 500 Equal Weight ETF
-0.43%
-$23.25 
EMR Emerson Electric Co.
-0.43%
-$355.6 
PAYC Paycom Software, Inc.
-0.43%
-$21.74 
AMP Ameriprise Financial, Inc.
-0.42%
-$84.4 
IBOC International Bancshares Corporation
-0.41%
-$13.16 
MMSI Merit Medical Systems, Inc.
-0.41%
-$142.82 
PRDO Perdoceo Education Corporation
-0.41%
-$28.28 
AOS A. O. Smith Corporation
-0.41%
-$0.98 
EAT Brinker International Inc.
-0.41%
-$8.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.41%
-$192.92 
PRU Prudential Financial, Inc.
-0.4%
-$63.92 
ADM Archer-Daniels-Midland Co
-0.4%
-$39.27 
TROW T. Rowe Price Group, Inc.
-0.4%
-$29.2 
AEO American Eagle Outfitters, Inc.
-0.39%
-$9.87 
DAKT Daktronics Inc.
-0.38%
-$0.7 
WAB Wabtec Corporation
-0.38%
-$3.27 
RJF Raymond James Financial Inc.
-0.37%
-$11.8 
IEX IDEX Corporation
-0.37%
-$2.64 
MMM 3M Company
-0.37%
-$225.7 
RPM RPM International Inc.
-0.36%
-$1.09 
PPG PPG Industries Inc.
-0.36%
-$56.16 
AVY Avery Dennison Corporation
-0.36%
-$23.94 
AMGN Amgen Inc.
-0.35%
-$121.66 
FLS Flowserve Corporation
-0.35%
-$1.5 
SAP SAP SE Sponsored ADR
-0.35%
-$9.36 
CATY Cathay General Bancorp
-0.34%
-$8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.34%
-$45.36 
UPS United Parcel Service, Inc.
-0.34%
-$33 
INVA Innoviva Inc.
-0.34%
-$2.94 
PARR Par Pacific Holdings Inc.
-0.33%
-$53.76 
ABNB Airbnb, Inc.
-0.33%
-$37.12 
GBX Greenbrier Companies, Inc.
-0.33%
-$4.42 
EXP Eagle Materials Inc.
-0.32%
-$0.55 
MRTN Marten Transport, Ltd.
-0.31%
-$4.08 
BJ BJ's Wholesale Club Holdings, Inc.
-0.3%
-$12.4 
LNTH Lantheus Holdings, Inc.
-0.3%
-$69 
T AT&T Inc.
-0.3%
-$221.13 
SCHF Schwab International Equity ETF
-0.3%
-$29.44 
USMV iShares MSCI USA Min Vol Factor ETF
-0.29%
-$102 
TDS Telephone and Data Systems, Inc.
-0.29%
-$16 
BANC Banc of California Inc.
-0.29%
-$3.4 
IMKTA Ingles Markets Inc.
-0.29%
-$3.5 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$31.11 
CMI Cummins Inc.
-0.29%
-$42.84 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.28%
-$59.78 
PAYO Payoneer Global Inc.
-0.28%
-$2.7 
ISRG Intuitive Surgical, Inc.
-0.27%
-$30.16 
AVUV Avantis U.S. Small Cap Value ETF
-0.27%
-$92,609.07 
TOL Toll Brothers Inc
-0.24%
-$6.83 
AVLV Avantis U.S. Large Cap Value ETF
-0.24%
-$40,420.38 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.23%
-$81.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.23%
-$28.32 
FIVE Five Below, Inc.
-0.22%
-$29 
SEDG SolarEdge Technologies Inc.
-0.22%
-$0.7 
TTC The Toro Company
-0.22%
-$1.57 
DFSV Dimensional US Small Cap Value ETF
-0.22%
-$3,832.91 
WMS Advanced Drainage Systems, Inc.
-0.22%
-$7.84 
SW Smurfit WestRock PLC
-0.22%
-$0.72 
YUM Yum! Brands, Inc.
-0.21%
-$1.6 
BLBD Blue Bird Corporation
-0.21%
-$3.72 
LII Lennox International Inc.
-0.21%
-$4.44 
UNM Unum Group
-0.21%
-$5.51 
PVAL Putnam Focused Large Cap Value ETF
-0.2%
-$14.74 
TEL TE Connectivity plc
-0.19%
-$32.8 
BKE Buckle Inc.
-0.18%
-$2.58 
DLTR Dollar Tree, Inc.
-0.18%
-$8.97 
TNK Teekay Tankers Ltd
-0.18%
-$3.5 
LCII LCI Industries Inc.
-0.18%
-$2.7 
BWXT Bwx Technologies Inc.
-0.17%
-$29.76 
GRMN Garmin Ltd.
-0.17%
-$6 
GLD SPDR Gold Shares
-0.17%
-$23.45 
GLDM SPDR Gold MiniShares Trust
-0.17%
-$8.54 
DFAT Dimensional US Targeted Value ETF
-0.17%
-$11,592.4 
BKU BankUnited, Inc.
-0.17%
-$3.92 
IWD iShares Russell 1000 Value ETF
-0.16%
-$21 
DHI D.R. Horton, Inc.
-0.16%
-$22.22 
COR Cencora, Inc.
-0.15%
-$4.24 
IAU iShares Gold Trust
-0.15%
-$99.72 
PFG Principal Financial Group, Inc.
-0.15%
-$8.64 
AME Ametek Inc.
-0.14%
-$2.35 
AES AES Corporation
-0.13%
-$0.24 
IP International Paper Company
-0.13%
-$1.8 
FDVV Fidelity High Dividend ETF
-0.13%
-$0.64 
LAD Lithia Motors Inc.
-0.13%
-$4.87 
CFG Citizens Financial Group, Inc.
-0.13%
-$3.2 
DFUV Dimensional US Marketwide Value ETF
-0.12%
-$2,798.46 
DIS The Walt Disney Company
-0.12%
-$20.93 
ALLY Ally Financial Inc.
-0.11%
-$3.04 
LTH Life Time Group Holdings Inc.
-0.1%
-$1.2 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$39.84 
ELV Elevance Health, Inc.
-0.1%
-$5.85 
EFA iShares MSCI EAFE ETF
-0.1%
-$79.7 
IYJ iShares U.S. Industrials ETF
-0.1%
-$6.15 
SNDR Schneider National, Inc.
-0.1%
-$2.04 
STLD Steel Dynamics Inc.
-0.09%
-$23.76 
BKD Brookdale Senior Living Inc.
-0.09%
-$0.14 
AXP American Express Company
-0.09%
-$17.01 
WMK Weis Markets Inc.
-0.08%
-$1.14 
IEFA iShares Core MSCI EAFE ETF
-0.07%
-$9.03 
ATRO Astronics Corporation
-0.07%
-$0.76 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.06%
-$4.96 
EFX Equifax Inc.
-0.06%
-$0.28 
CRBG Corebridge Financial Inc.
-0.06%
-$0.38 
GWW W.W. Grainger, Inc.
-0.06%
-$27 
HAUZ Xtrackers International Real Estate ETF
-0.05%
-$0.03 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$7.46 
CLF Cleveland-Cliffs Inc.
-0.04%
-$0.01 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$2.64 
LPG Dorian LPG Ltd.
-0.04%
-$1.08 
GIII G-III Apparel Group, Ltd.
-0.04%
-$0.48 
ISVL iShares International Developed Small-Cap ETF
-0.03%
-$683.92 
TMHC Taylor Morrison Home Corporation
-0.03%
-$1.2 
NKE Nike, Inc. - Class B
-0.03%
-$0.89 
CSX CSX Corporation
-0.02%
-$5.06 
IUSV iShares Core S&P U.S. Value ETF
-0.01%
-$30.66 Events
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Dividends
Dividend Analysis
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| Trades 4502 | Longs Won 2732/4502 60% | Profit Factor 51.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,607.48 |
| Average Win $26,201.87 | Best Trade (Oct 15) $12.16M | Sharpe Ratio -10.54 |
| Average Loss -$779.12 | Worst Trade (Oct 15) -$62,904.08 | Z-Score 7.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $15,594.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9 | $1,337 | $1,556.46 | - | $219.46 | 16.41% | -1.487% |
| AAON Aaon Inc. | 30 | $2,643 | $2,211.9 | - | -$431.1 | -16.31% | -4.618% |
| AAP Advance Auto Parts Inc. | 46 | $2,863 | $2,046.08 | - | -$816.92 | -28.53% | +1.275% |
| AAPL Apple Inc. | 4,179 | $947,044.38 | $1.44M | - | $488,086.9 | 51.54% | +0.414% |
| ABBV AbbVie Inc. | 560 | $114,810.37 | $159,835.2 | - | $45,024.83 | 39.22% | +0.713% |
| ABCB Ameris Bancorp | 11 | $996 | $878.13 | - | -$117.87 | -11.83% | +0.113% |
| ABNB Airbnb, Inc. | 64 | $8,299.78 | $11,116.8 | - | $2,817.02 | 33.94% | -0.333% |
| ABT Abbott Laboratories | 52 | $6,938.36 | $5,453.76 | - | -$1,484.6 | -21.4% | +0.191% |
| ACGL Arch Capital Group Ltd | 135 | $13,752.07 | $13,671.45 | - | -$80.62 | -0.59% | +1.974% |
| ACHC Acadia Healthcare Company, Inc. | 61 | $1,802 | $1,830 | - | $28 | 1.55% | -3.351% |
| ACN Accenture plc Class A | 13 | $2,577.96 | $2,985.97 | - | $408.01 | 15.83% | +2.121% |
| ACT Enact Holdings, Inc. | 78 | $3,271.92 | $3,183.7 | - | -$88.22 | -2.7% | 0.0 |
| ADBE Adobe Inc. | 8 | $3,319.85 | $1,961.92 | - | -$1,357.93 | -40.9% | -2.555% |
| ADI Analog Devices, Inc. | 145 | $30,038 | $57,329.37 | - | $27,291.37 | 90.86% | -2.123% |
| ADM Archer-Daniels-Midland Co | 119 | $8,585.67 | $9,829.4 | - | $1,243.73 | 14.49% | -0.398% |
| ADP Automatic Data Processing Inc. | 311 | $81,289.92 | $89,847.9 | - | $8,557.98 | 10.53% | +1.138% |
| ADSK Autodesk, Inc. | 43 | $11,346.61 | $10,315.7 | - | -$1,030.91 | -9.09% | -2.146% |
| AEM Agnico Eagle Mines Limited | 40 | $2,386 | $7,579.6 | - | $5,193.6 | 217.67% | +1.029% |
| AEO American Eagle Outfitters, Inc. | 141 | $2,426 | $2,535.18 | - | $109.18 | 4.5% | -0.388% |
| AEP American Electric Power Company, Inc. | 169 | $18,451.23 | $21,486.66 | - | $3,035.43 | 16.45% | +2.293% |
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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 - $2.49M, Dimensional International Core Equity Market ETF - $1.81M, Avantis International Small Cap Value ETF - $1.35M, Dimensional US Core Equity Market ETF - $1.21M, and Avantis Emerging Markets Equity ETF - $1.16M. 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 - $33,642.46, Intel Corporation - $22,005.8, United Parcel Service, Inc - $15,896.2, Accenture plc Class A - $10,692.73, and Nike, Inc. - Class B - $9,276.41. 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 $11.46M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.49M, Dimensional International Core Equity Market ETF - $1.74M, Avantis International Small Cap Value ETF - $1.18M, Dimensional US Core Equity Market ETF - $1.02M, and Avantis U.S. Small Cap Value ETF - $954,570.25. 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.
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