Kimberly Cappellano Portfolio
Invests via Private Wealth Asset Management LLC | Managed by Brett Halley, CFA, Bryan Jarman, CFA, Debra Wilkens, CFA, Jeffrey Steiner, Tyler Schlumpf, CFA, David Hillner, CFA, CFP
Invests via Private Wealth Asset Management LLC
Managed by Brett Halley, CFA, Bryan Jarman, CFA, Debra Wilkens, CFA, Jeffrey Steiner, Tyler Schlumpf, CFA, David Hillner, CFA, CFP
Automatically Tracked
Kimberly Cappellano Profile
Kimberly Cappellano is a seasoned operating executive with extensive experience in the healthcare sector. Her career has been marked by leadership roles in several prominent organizations, where she has successfully driven operational efficiencies and spearheaded innovative health solutions. Kimberly's strategic insights into market dynamics have positioned her as a key contributor to organizational growth and transformation within competitive environments. A firm believer in integrating technology with patient care, she excels at fostering partnerships that enhance service delivery models. With an academic background supporting her expertise, Cappellano remains pivotal in steering teams toward sustainable success while maintaining focus on quality outcomes.
Kimberly Cappellano is a seasoned operating executive with extensive experience in the healthcare sector. Her career has been marked by leadership roles in several prominent organizations, where she has successfully driven operational efficiencies and spearheaded innovative health solutions. Kimberly's strategic insights into market dynamics have positioned her as a key contributor to organizational growth and transformation within competitive environments. A firm believer in integrating technology with patient care, she excels at fostering partnerships that enhance service delivery models. With an academic background supporting her expertise, Cappellano remains pivotal in steering teams toward sustainable success while maintaining focus on quality outcomes.
Investment Philosophy & Strategy
Opportunity in the healthcare sector thrives on innovation and operational excellence. Drawing from her extensive experience, Kimberly Cappellano prioritizes strategic partnerships that bolster service delivery while enhancing patient care. With a track record of fostering operational efficiencies, she aligns resources to meet evolving market demands effectively. Her approach integrates cutting-edge technology into existing frameworks, thus driving transformative outcomes for organizations navigating competitive landscapes. As a dynamic leader, she emphasizes sustainable growth through collaboration and adaptability, ensuring that quality remains at the forefront of all initiatives.
Opportunity in the healthcare sector thrives on innovation and operational excellence. Drawing from her extensive experience, Kimberly Cappellano prioritizes strategic partnerships that bolster service delivery while enhancing patient care. With a track record of fostering operational efficiencies, she aligns resources to meet evolving market demands effectively. Her approach integrates cutting-edge technology into existing frameworks, thus driving transformative outcomes for organizations navigating competitive landscapes. As a dynamic leader, she emphasizes sustainable growth through collaboration and adaptability, ensuring that quality remains at the forefront of all initiatives.
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:
27.01%
Gain +0.45%
Monthly
1.52%
Yearly
19.94%
Drawdown
11.48%
$1.03B
Equity
Holdings
$1.03B
Investment
$849.21M
$187.12M
Profit +$3.87M
Realized
$2.6M
Unrealized
$184.52M
Dividends
$20.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$3.87M
Win %
69%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$708,683.37
Win %
69%
This Month
Compared to last month
Gain
-0.53%
Profit
-$5.53M
Win %
69%
This Year
Compared to last year
Gain
10.52%
Profit
$98.39M
Win %
67%
AMC AMC Entertainment Holdings, Inc.
+21.91%
+$392.27 
WGMI Valkyrie Bitcoin Miners ETF
+11.48%
+$13,650 
APLD Applied Digital Corporation
+8.1%
+$10,450 
TTAN ServiceTitan, Inc.
+6.27%
+$595.62 
BMNR Bitmine Immersion Technologies, Inc.
+6.25%
+$1,862 
U Unity Software Inc.
+5.61%
+$325 
MDB MongoDB Inc.
+5.5%
+$721.14 
SNDK SanDisk Corporation
+5.29%
+$10,462.36 
NODE VanEck Onchain Economy ETF
+5.03%
+$12,823.2 
EVER EverQuote Inc.
+4.78%
+$750 
TER Teradyne, Inc.
+4.75%
+$3,092.62 
SSTK Shutterstock Inc.
+4.72%
+$385 
MRVL Marvell Technology, Inc.
+4.71%
+$6,464.64 
MU Micron Technology, Inc.
+4.61%
+$27,369.99 
WDC Western Digital Corporation
+4.15%
+$13,378.5 
INTC Intel Corporation
+3.83%
+$21,996.52 
HUBS HubSpot, Inc.
+3.68%
+$198 
TEAM Atlassian Corporation Class A
+3.59%
+$167.5 
MTSI MACOM Technology Solutions Holdings, Inc.
+3.47%
+$1,948.8 
SE Sea Ltd.
+3.36%
+$45.44 
AMD Advanced Micro Devices, Inc.
+3.12%
+$65,238.31 
SPOT Spotify Technology S.A.
+3.04%
+$1,262.37 
AREN Arena Group Holdings Inc.
+3%
+$72 
ELV Elevance Health, Inc.
+2.98%
+$9,367.24 
DINO HF Sinclair Corporation
+2.98%
+$617.17 
EMBC Embecta Corp.
+2.92%
+$0.67 
ETHW Bitwise Ethereum ETF
+2.92%
+$770 
AVGO Broadcom Inc.
+2.84%
+$91,526.85 
PATH Uipath Inc.
+2.8%
+$169.03 
HOG Harley-Davidson Inc.
+2.78%
+$140.6 
BF-B Brown-Forman Corporation
+2.7%
+$101.43 
SANM Sanmina Corporation
+2.69%
+$587.99 
SHOP Shopify Inc.
+2.65%
+$58.86 
INOD Innodata Inc.
+2.52%
+$1,530 
TOST Toast Inc.
+2.51%
+$479.43 
SNOW Snowflake Inc.
+2.43%
+$5,219.99 
PLTR Palantir Technologies Inc.
+2.36%
+$12,155.52 
ESLT Elbit Systems Ltd.
+2.33%
+$69.06 
BITW Bitwise 10 Crypto Index Fund
+2.29%
+$14,794.92 
ISRG Intuitive Surgical, Inc.
+2.29%
+$3,499.7 
GRAB Grab Holdings Limited
+2.24%
+$17.06 
PLTY YieldMax PLTR Option Income Strategy ETF
+2.12%
+$3,818.75 
MSFT Microsoft Corp.
+2.11%
+$382,779.4 
ZS Zscaler Inc.
+2.11%
+$1,264 
HODL VanEck Bitcoin ETF
+2.1%
+$38 
CRM Salesforce Inc
+2.07%
+$1,723.98 
BITO ProShares Bitcoin ETF
+2.07%
+$220.5 
VEEV Veeva Systems Inc.
+2.06%
+$301.12 
BITB Bitwise Bitcoin ETF
+2.02%
+$1,635.6 
ALNY Alnylam Pharmaceuticals Inc
+2.02%
+$221.81 
VLO Valero Energy Corporation
+2%
+$4,962.54 
BTC Grayscale Bitcoin Mini Trust ETF
+1.97%
+$14 
IBIT iShares Bitcoin Trust
+1.97%
+$18,845.26 
DPZ Domino's Pizza Inc.
+1.96%
+$113.58 
RDDT Reddit Inc Class A
+1.95%
+$353.5 
TWLO Twilio Inc.
+1.93%
+$714.21 
MPC Marathon Petroleum Corporation
+1.92%
+$5,841.72 
WK Workiva Inc.
+1.89%
+$170,640 
IBKR Interactive Brokers Group Inc.
+1.87%
+$969.54 
NXPI NXP Semiconductors N.V.
+1.82%
+$1,142.24 
GOOG Alphabet Inc
+1.8%
+$104,264.16 
WDAY Workday Inc.
+1.8%
+$325 
NOC Northrop Grumman Corporation
+1.77%
+$11,475.9 
PSX Phillips 66
+1.76%
+$4,360.72 
HAL Halliburton Company
+1.73%
+$239.73 
LYB LyondellBasell Industries N.V.
+1.72%
+$318.24 
ROM ProShares Ultra Technology ETF
+1.69%
+$886 
NOV Nov Inc.
+1.69%
+$172.92 
GOOGL Alphabet Inc
+1.66%
+$178,577.28 
BNKK Bonk, Inc.
+1.65%
+$7.14 
EPD Enterprise Products Partners L.P.
+1.63%
+$2,724.38 
MAX MediaAlpha, Inc.
+1.63%
+$230 
JBL Jabil Inc.
+1.63%
+$916.3 
MELI MercadoLibre, Inc.
+1.61%
+$2,920.01 
AIQ Global X Artificial Intelligence & Technology ETF
+1.6%
+$1,076.3 
MGM MGM Resorts International
+1.59%
+$273.42 
RTX RTX Corporation
+1.59%
+$44,521.4 
SUN Sunoco L.P.
+1.59%
+$477.05 
TTD The Trade Desk, Inc. Class A
+1.59%
+$147.5 
PBR Petrobras S.A. Sponsored ADR
+1.59%
+$329.18 
LNG Cheniere Energy Inc.
+1.58%
+$572.01 
NOW ServiceNow, Inc.
+1.57%
+$1,522.8 
COP ConocoPhillips
+1.55%
+$1,363.48 
SOXX iShares Semiconductor ETF
+1.55%
+$1,215 
CVX Chevron Corporation
+1.55%
+$70,934 
FISV Fiserv, Inc.
+1.54%
+$255.84 
ETSY Etsy Inc.
+1.52%
+$163.84 
TTWO Take-Two Interactive Software, Inc.
+1.5%
+$241.74 
BURL Burlington Stores Inc.
+1.49%
+$328.32 
ALL Allstate Corporation
+1.48%
+$15,355 
GDDY Godaddy Inc.
+1.47%
+$13.9 
ICE Intercontinental Exchange, Inc.
+1.46%
+$4,414.56 
CBOE Cboe Global Markets Inc.
+1.46%
+$865.83 
XNTK SPDR NYSE Technology ETF
+1.46%
+$821.7 
WMB The Williams Companies, Inc.
+1.45%
+$470.73 
UAL United Airlines Holdings, Inc.
+1.45%
+$16,700 
YBIT YieldMax Bitcoin Option Income Strategy ETF
+1.43%
+$2.7 
AMCX AMC Networks Inc.
+1.42%
+$224.1 
SM SM Energy Company
+1.42%
+$77.43 
OXY Occidental Petroleum Corporation
+1.41%
+$788.95 
PCOR Procore Technologies Inc.
+1.41%
+$194.16 
AVPT AvePoint, Inc.
+1.4%
+$3.7 
CRWD CrowdStrike Holdings, Inc.
+1.4%
+$80,139.78 
DD DuPont de Nemours, Inc.
+1.39%
+$741.95 
IBM International Business Machines Corporation
+1.36%
+$86,239.15 
KD Kyndryl Holdings Inc.
+1.36%
+$920.37 
ESTA Establishment Labs Holdings Inc.
+1.35%
+$156.25 
VRT Vertiv Holdings Co
+1.34%
+$310.4 
FLWS 1-800-Flowers.com Inc.
+1.34%
+$50.82 
AMZN Amazon.com Inc
+1.33%
+$74,207.1 
KMI Kinder Morgan, Inc.
+1.32%
+$1,918.87 
SCCO Southern Copper Corporation
+1.32%
+$817.2 
ANET Arista Networks, Inc.
+1.31%
+$12,237.87 
ABT Abbott Laboratories
+1.3%
+$17,728.23 
OMC Omnicom Group Inc.
+1.3%
+$767.44 
EBAY eBay Inc.
+1.29%
+$40.6 
INTU Intuit Inc.
+1.27%
+$488.4 
IRTC Irhythm Technologies Inc.
+1.27%
+$317.53 
HII Huntington Ingalls Industries Inc.
+1.26%
+$197.49 
FTNT Fortinet Inc.
+1.26%
+$643.51 
UFCS United Fire Group, Inc.
+1.25%
+$1,281.6 
FTI TechnipFMC plc
+1.25%
+$226.8 
RMBS Rambus Inc.
+1.24%
+$427 
BG Bunge Global S.A.
+1.23%
+$163.17 
TXN Texas Instruments Inc
+1.23%
+$7,765.35 
ARKX ARK Space & Defense Innovation ETF
+1.22%
+$177.6 
FSLY Fastly, Inc.
+1.21%
+$194.5 
DOCU DocuSign Inc.
+1.18%
+$124 
DOW Dow Inc.
+1.17%
+$272.65 
JKHY Jack Henry & Associates, Inc.
+1.16%
+$231.22 
SLV iShares Silver Trust
+1.16%
+$62,545.9 
EOG EOG Resources, Inc.
+1.15%
+$410.55 
VNOM Viper Energy Inc. Class A Common Stock
+1.15%
+$129.03 
RPG Invesco S&P 500 Pure Growth ETF
+1.13%
+$281.6 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$670 
MKC McCormick & Company, Incorporated
+1.12%
+$58.58 
SPMO Invesco S&P 500 Momentum ETF
+1.12%
+$3,139.5 
XLE Energy Select Sector SPDR Fund
+1.12%
+$13,192.83 
FLEX Flex Ltd.
+1.11%
+$2,646.7 
AER AerCap Holdings N.V.
+1.1%
+$14.58 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.1%
+$96 
SMH VanEck Semiconductor ETF
+1.1%
+$793 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.09%
+$59,893.98 
AVAV AeroVironment Inc.
+1.08%
+$171.82 
VDE Vanguard Energy ETF
+1.08%
+$238.68 
AMLP Alerian MLP ETF
+1.07%
+$939.6 
NRG NRG Energy, Inc.
+1.06%
+$133.34 
TMUS T-Mobile US, Inc.
+1.04%
+$761.79 
XOM Exxon Mobil Corporation
+1.04%
+$92,970.45 
TNET TriNet Group, Inc.
+1.03%
+$184.5 
DLR Digital Realty Trust, Inc.
+1.02%
+$978.81 
GD General Dynamics Corporation
+1.02%
+$12,862.5 
IBTA Ibotta Inc.
+1.01%
+$320 
V Visa Inc. Class A
+1%
+$43,221.4 
LSCC Lattice Semiconductor Corporation
+1%
+$205 
ACN Accenture plc Class A
+0.99%
+$29,979.04 
DIOD Diodes Inc.
+0.99%
+$125.56 
BST BlackRock Science and Technology Trust
+0.98%
+$3,325.96 
FIS Fidelity National Information Services, Inc.
+0.95%
+$0.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.94%
+$2,543.86 
EEM iShares MSCI Emerging Markets ETF
+0.94%
+$22,419.01 
FANG Diamondback Energy Inc
+0.93%
+$651.52 
MTUM iShares MSCI USA Momentum Factor ETF
+0.92%
+$2,830.04 
GEV GE Vernova Inc.
+0.92%
+$12,564.74 
ROP Roper Technologies Inc.
+0.9%
+$242.72 
NOK Nokia Corporation Sponsored ADR
+0.89%
+$17.35 
IYW iShares U.S. Technology ETF
+0.88%
+$477.83 
WTM White Mountains Insurance Group Ltd.
+0.87%
+$135.52 
IETC iShares U.S. Tech Independence Fund
+0.85%
+$230.96 
CI The Cigna Group
+0.85%
+$628.32 
PGR Progressive Corporation
+0.81%
+$362.88 
CEG Constellation Energy Corporation
+0.8%
+$440.36 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$20,113.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$518,854.8 
RGS Regis Corporation
+0.78%
+$172.5 
FXN First Trust Energy AlphaDEX Fund
+0.77%
+$622.87 
MCHP Microchip Technology Incorporated
+0.76%
+$255.84 
NDAQ Nasdaq, Inc.
+0.75%
+$694.14 
HLIT Harmonic Inc.
+0.75%
+$130.05 
VGT Vanguard Information Technology ETF
+0.73%
+$1,650 
ROST Ross Stores, Inc.
+0.72%
+$248.64 
MDT Medtronic plc
+0.71%
+$663.75 
BAH Booz Allen Hamilton Holding Corporation
+0.7%
+$35.88 
PAYX Paychex Inc.
+0.7%
+$1,533.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$23,093.69 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
+0.67%
+$380 
DEO Diageo plc Sponsored ADR
+0.67%
+$1,345.68 
AEG Aegon N.V.
+0.67%
+$54,000 
VOX Vanguard Communication Services ETF
+0.67%
+$86.25 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$25,063.5 
MA Mastercard Incorporated
+0.66%
+$8,896.02 
QQQI Neos NASDAQ-100 High Income ETF
+0.66%
+$442.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$2,146.24 
ACGL Arch Capital Group Ltd
+0.65%
+$256.74 
FCX Freeport-McMoRan Inc.
+0.65%
+$228.76 
VSNT Versant Media Group, Inc.
+0.64%
+$120.52 
IWP iShares Russell Mid-Cap Growth ETF
+0.64%
+$59,220.48 
DBO Invesco DB Oil Fund
+0.63%
+$2,130.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.63%
+$1,641.32 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.62%
+$370.19 
SSNC SS&C Technologies Holdings Inc.
+0.6%
+$89.07 
IUSG iShares Core S&P U.S. Growth ETF
+0.6%
+$19.71 
AROC Archrock Inc.
+0.59%
+$102.3 
ARE Alexandria Real Estate Equities, Inc.
+0.59%
+$76.7 
LPLA LPL Financial Holdings Inc.
+0.59%
+$257.18 
META Meta Platforms Inc Class A
+0.58%
+$34,156.08 
DSU BlackRock Debt Strategies Fund Inc.
+0.58%
+$16.5 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.58%
+$18.12 
KHC The Kraft Heinz Company
+0.58%
+$1,350 
PYPL PayPal Holdings Inc
+0.57%
+$243.43 
BP BP p.l.c. Sponsored ADR
+0.57%
+$542.16 
HON Honeywell International Inc.
+0.57%
+$5,153.28 
PWR Quanta Services Inc.
+0.57%
+$850.84 
CHKP Check Point Software Technologies Ltd.
+0.56%
+$3.85 
SITM SiTime Corporation
+0.56%
+$4,665 
LMT Lockheed Martin Corporation
+0.56%
+$7,779.67 
CDNS Cadence Design Systems, Inc.
+0.55%
+$269.36 
MLPX Global X MLP & Energy Infrastructure ETF
+0.55%
+$208.74 
AVEM Avantis Emerging Markets Equity ETF
+0.55%
+$14,188.44 
ROKU Roku, Inc.
+0.55%
+$655.7 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.55%
+$11.5 
TEL TE Connectivity plc
+0.54%
+$1,772.1 
SIRI Sirius XM Holdings Inc.
+0.54%
+$48.67 
BR Broadridge Financial Solutions, Inc.
+0.53%
+$155.2 
SU Suncor Energy Inc.
+0.53%
+$24.09 
IWF iShares Russell 1000 Growth ETF
+0.53%
+$10,271.52 
PANW Palo Alto Networks, Inc.
+0.53%
+$2,972.97 
MKL Markel Group Inc.
+0.52%
+$30.99 
CGGR Capital Group Growth ETF
+0.52%
+$117.5 
BMBL Bumble Inc.
+0.51%
+$42 
DFAE Dimensional Emerging Core Equity Market ETF
+0.51%
+$2.28 
T AT&T Inc.
+0.5%
+$3,394.16 
VONG Vanguard Russell 1000 Growth Fund
+0.5%
+$2,489.52 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.49%
+$775 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.49%
+$9,202.52 
NVDY YieldMax NVDA Option Income Strategy ETF
+0.49%
+$6 
XLC Communication Services Select Sector SPDR Fund
+0.48%
+$890.77 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$556.95 
USO United States Oil Fund, LP
+0.47%
+$1,740 
VWO Vanguard FTSE Emerging Markets ETF
+0.45%
+$10,384.66 
SIGA Siga Technologies Inc.
+0.44%
+$25.5 
LSTR Landstar System Inc.
+0.43%
+$62.56 
REGN Regeneron Pharmaceuticals, Inc.
+0.43%
+$91.3 
QRVO Qorvo Inc.
+0.43%
+$46.62 
ISPY ProShares S&P High Income ETF
+0.43%
+$20.5 
MOS Mosaic Company
+0.43%
+$196.94 
BSX Boston Scientific Corporation
+0.42%
+$528.54 
ETN Eaton Corporation plc
+0.42%
+$10,380.78 
NVDA NVIDIA Corporation
+0.42%
+$46,881.75 
OPRA Opera Limited ADR
+0.42%
+$0.81 
DINT Davis Select International Fund
+0.42%
+$1,080 
UBER Uber Technologies, Inc.
+0.4%
+$3,548.73 
IRWD Ironwood Pharmaceuticals Inc.
+0.39%
+$90 
VUG Vanguard Growth ETF
+0.39%
+$17,295.3 
CME CME Group Inc.
+0.38%
+$3,682.8 
LHX L3Harris Technologies, Inc.
+0.38%
+$187.25 
CASY Casey's General Stores Inc.
+0.37%
+$3,924.46 
CCEP Coca-Cola Europacific Partners PLC
+0.36%
+$3.8 
ON ON Semiconductor Corporation
+0.36%
+$31.82 
IMO Imperial Oil Limited
+0.35%
+$4.35 
VAL Valaris Limited
+0.35%
+$742.5 
SCHW Charles Schwab Corporation
+0.34%
+$239.75 
SPEM SPDR Portfolio Emerging Markets ETF
+0.34%
+$867 
CSGP CoStar Group, Inc.
+0.34%
+$15.9 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.32%
+$47.73 
EWJ iShares MSCI Japan ETF
+0.32%
+$155.73 
HIG The Hartford Insurance Group, Inc.
+0.31%
+$46.55 
CB Chubb Limited
+0.31%
+$958.05 
STZ Constellation Brands, Inc.
+0.3%
+$23.6 
SAP SAP SE Sponsored ADR
+0.3%
+$56.87 
DBC Invesco DB Commodity Index Tracking Fund
+0.29%
+$313.65 
WCMI First Trust WCM International Equity ETF
+0.29%
+$11,956.17 
TJX The TJX Companies, Inc.
+0.29%
+$3,743.55 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.28%
+$594 
CMCSA Comcast Corp
+0.27%
+$868.47 
NXG NXG NextGen Infrastructure Income Fund
+0.27%
+$28 
ET Energy Transfer L.P.
+0.27%
+$114.62 
CINF Cincinnati Financial Corporation
+0.27%
+$57.12 
PUK Prudential plc ADR
+0.27%
+$3.3 
DUK Duke Energy Corporation
+0.26%
+$332.64 
SHEN Shenandoah Telecommunications Company
+0.26%
+$16.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$2,098.72 
OSPN OneSpan Inc.
+0.26%
+$70 
SPGI S&P Global Inc.
+0.25%
+$1,108.79 
TTE TotalEnergies SE
+0.25%
+$242.4 
VRSK Verisk Analytics Inc.
+0.23%
+$4.1 
BRO Brown & Brown Inc.
+0.22%
+$169.65 
SYK Stryker Corporation
+0.22%
+$1,362.06 
LYV Live Nation Entertainment, Inc.
+0.21%
+$38 
VSAT Viasat Inc.
+0.21%
+$62.85 
ADSK Autodesk, Inc.
+0.2%
+$38.72 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.2%
+$7 
NEM Newmont Corporation
+0.2%
+$715.71 
MMM 3M Company
+0.2%
+$2,568.82 
ASAN Asana Inc.
+0.2%
+$3 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.19%
+$10,270.54 
KEYS Keysight Technologies, Inc.
+0.19%
+$255.25 
INSM Insmed Inc.
+0.17%
+$63.27 
FNV Franco-Nevada Corporation
+0.17%
+$2.1 
GEHC GE HealthCare Technologies Inc.
+0.17%
+$48.4 
VVR Invesco Senior Income Trust
+0.17%
+$4.5 
CSQ Calamos Strategic Total Return Fund
+0.16%
+$24.9 
NTNX Nutanix, Inc.
+0.16%
+$37.02 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.16%
+$622.72 
WELL Welltower Inc.
+0.16%
+$153.11 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$137.18 
RHI Robert Half Inc.
+0.16%
+$79.43 
JEF Jefferies Financial Group Inc.
+0.15%
+$163.2 
DG Dollar General Corporation
+0.14%
+$278.31 
SPYI NEOS S&P 500 High Income ETF
+0.14%
+$522.52 
MPLX MPLX LP
+0.14%
+$40 
AES AES Corporation
+0.14%
+$61.12 
APD Air Products and Chemicals, Inc.
+0.14%
+$274.4 
TRGP Targa Resources Corp.
+0.13%
+$45.38 
NET Cloudflare Inc.
+0.13%
+$49.68 
MSGS Madison Square Garden Sports Corp.
+0.13%
+$20 
ADI Analog Devices, Inc.
+0.12%
+$636.68 
GRNI Fundstrat Granny Shots US Large Cap & Income ETF
+0.12%
+$68.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$130.62 
PDT John Hancock Premium Dividend Fund
+0.12%
+$11.82 
SCHA Schwab U.S. Small-Cap ETF
+0.12%
+$225.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.12%
+$4.41 
IVV iShares Core S&P 500 ETF
+0.11%
+$121,222.03 
PINS Pinterest, Inc. Class A
+0.11%
+$7.87 
AVLC Avantis U.S. Large Cap Equity ETF
+0.11%
+$5,310.78 
VOO Vanguard S&P 500 ETF
+0.11%
+$846.8 
DFUS Dimensional U.S. Equity Market ETF
+0.1%
+$0.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$1,187.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.1%
+$1,378.85 
IWB iShares Russell 1000 ETF
+0.1%
+$125.87 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$2,574.65 
MO Altria Group, Inc.
+0.09%
+$1,418.13 
HLT Hilton Worldwide Holdings Inc.
+0.09%
+$35.7 
GPIX S&P 500 Core Premium Income Fund
+0.09%
+$33.25 
HMC Honda Motor Co., Ltd.
+0.09%
+$8.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.09%
+$10,759.14 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$0.28 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.08%
+$43.75 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$12,865.86 
BUFR FT Vestladder Buffer ETF-USD I
+0.08%
+$72.42 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$54.96 
SYF Synchrony Financial
+0.07%
+$15.4 
EA Electronic Arts Inc.
+0.07%
+$54.9 
APA APA Corporation
+0.07%
+$5.25 
C Citigroup Inc.
+0.07%
+$152.37 
HRMY Harmony Biosciences Holdings, Inc.
+0.07%
+$7.02 
YUMC Yum China Holdings Inc.
+0.07%
+$6.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.07%
+$353.5 
QCOM QUALCOMM Incorporated
+0.06%
+$413.71 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.06%
+$6.6 
RVT Royce Small-Cap Trust, Inc.
+0.06%
+$54.69 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.06%
+$4,152.28 
TGTX TG Therapeutics, Inc.
+0.06%
+$4.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$231.14 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.05%
+$38.85 
SCHB Schwab U.S. Broad Market ETF
+0.05%
+$308.26 
ACM Aecom
+0.05%
+$2.24 
AJG Arthur J. Gallagher & Co.
+0.05%
+$10.4 
SUSA iShares MSCI USA ESG Select ETF
+0.05%
+$0.14 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1.62 
AVUS Avantis U.S. Equity ETF
+0.04%
+$87.93 
GEW Cambria Global Equal Weight ETF
+0.03%
+$2,036.33 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$1,031.94 
VONE Vanguard Russell 1000 ETF
+0.03%
+$31.32 
VT Vanguard Total World Stock ETF
+0.03%
+$13.44 
CCEF Calamos CEF Income & Arbitrage ETF
+0.02%
+$0.17 
ARGX argenx SE American Depositary Receipt
+0.02%
+$0.36 
TGT Target Corporation
+0.02%
+$317.13 
AKRE Akre Focus ETF
+0.02%
+$75.42 
HRB H&R Block Inc.
+0.01%
+$2.62 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$0.07 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$2.03 
AEM Agnico Eagle Mines Limited
+0.01%
+$0.16 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$6.49 
AMG Affiliated Managers Group Inc.
+0.01%
+$0.04 
AMAT Applied Materials, Inc.
0%
+$28.77 
BRK-B Berkshire Hathaway Inc.
0%
+$329.67 
BAM
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
BPRE
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTSH Cognizant Technology Solutions Corporation
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SHYM iShares High Yield Bond ETF
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VALWS
0%
$0 
AAON Aaon Inc.
-7.54%
-$84 
PLTK Playtika Holding Corp
-6.23%
-$1,525 
ETHD ProShares UltraShort Ether ETF
-5.99%
-$19.25 
XPOF Xponential Fitness Inc.
-5.11%
-$544 
FDUS Fidus Investment Corporation
-4.57%
-$9.3 
AKBA Akebia Therapeutics Inc.
-4.48%
-$30 
PBYI Puma Biotechnology Inc.
-4.34%
-$1,295 
CLF Cleveland-Cliffs Inc.
-4.31%
-$184 
CVNA Carvana Co.
-4.2%
-$2,334.75 
ENPH Enphase Energy, Inc.
-4.02%
-$153.64 
CMG Chipotle Mexican Grill, Inc.
-3.96%
-$546 
AUID AuthID Inc.
-3.75%
-$877.95 
FIP FTAI Infrastructure Inc.
-3.73%
-$77.5 
RKT Rocket Companies, Inc. Class A
-3.65%
-$445.73 
UPS United Parcel Service, Inc.
-3.64%
-$16,720.07 
METC Ramaco Resources, Inc.
-3.56%
-$124.5 
KKR KKR & Co. Inc.
-3.51%
-$686.76 
RS Reliance Inc.
-3.43%
-$502.27 
TEX Terex Corporation
-3.43%
-$275.52 
GRAL Grail, Inc.
-3.38%
-$24.53 
WDFC WD-40 Company
-3.23%
-$422.41 
BHVN Biohaven Ltd.
-3.04%
-$94 
ORCL Oracle Corporation
-2.97%
-$19,521.92 
DHI D.R. Horton, Inc.
-2.97%
-$2,625.52 
MHK Mohawk Industries, Inc.
-2.95%
-$164.25 
TFC Truist Financial Corporation
-2.9%
-$2,296.72 
DECK Deckers Outdoor Corporation
-2.87%
-$605.88 
IP International Paper Company
-2.82%
-$1,056.92 
PAG Penske Automotive Group Inc.
-2.8%
-$402.57 
PHIN Phinia Inc.
-2.76%
-$265.8 
GSK GSK plc Sponsored ADR
-2.76%
-$1,910.48 
BNS Bank of Nova Scotia
-2.72%
-$68.18 
AAPL Apple Inc.
-2.7%
-$1.02M 
PFSI Pennymac Financial Services Inc.
-2.66%
-$317.8 
FSLR First Solar, Inc.
-2.64%
-$498.85 
LNN Lindsay Corporation
-2.62%
-$606 
FTAI FTAI Aviation Ltd.
-2.61%
-$1,084 
CM Canadian Imperial Bank of Commerce
-2.6%
-$66.15 
URI United Rentals, Inc.
-2.6%
-$461.63 
RPM RPM International Inc.
-2.57%
-$327.31 
BX Blackstone Inc.
-2.57%
-$4,834.58 
VMC Vulcan Materials Company
-2.55%
-$4,704 
IR Ingersoll Rand Inc.
-2.54%
-$1,258.18 
NUE Nucor Corporation
-2.54%
-$787.31 
WSC WillScot Holdings Corporation
-2.5%
-$181.56 
DELL Dell Technologies Inc.
-2.49%
-$1,212.78 
INTZ Intrusion Inc.
-2.48%
-$102.19 
PHM PulteGroup Inc.
-2.45%
-$98.88 
SAH Sonic Automotive Inc.
-2.45%
-$393.6 
TSLA Tesla, Inc.
-2.4%
-$16,643.97 
FAST Fastenal Co.
-2.4%
-$8,789.76 
AVTR Avantor Inc.
-2.39%
-$103.88 
WY Weyerhaeuser Company
-2.35%
-$807.3 
STLD Steel Dynamics Inc.
-2.32%
-$1,206.66 
RY Royal Bank of Canada
-2.31%
-$129.48 
TD The Toronto-Dominion Bank
-2.31%
-$5.71 
WBD Warner Bros. Discovery, Inc.
-2.29%
-$268.14 
GE General Electric Company
-2.26%
-$16,056.15 
FG F&G Annuities & Life Inc.
-2.24%
-$25.92 
EMR Emerson Electric Co.
-2.21%
-$37,301.88 
CE Celanese Corporation
-2.2%
-$919.58 
AGCO AGCO Corporation
-2.18%
-$5,298.61 
BIZD VanEck BDC Income ETF
-2.16%
-$55 
PEP PepsiCo, Inc.
-2.14%
-$30,755.34 
MLM Martin Marietta Materials, Inc.
-2.13%
-$4,116.01 
WAT Waters Corporation
-2.1%
-$587.48 
VIST Vista Energy, S.A.B. de C.V.
-2.06%
-$13.2 
UIS Unisys Corporation
-2.06%
-$315 
NDSN Nordson Corporation
-2.05%
-$308.36 
BMO Bank of Montreal
-2.05%
-$44.76 
SLGN Silgan Holdings Inc.
-2.04%
-$256.69 
COLD Americold Realty Trust
-2.04%
-$108.22 
UBS UBS Group AG
-2.02%
-$144.84 
HPQ HP Inc.
-2.01%
-$810.5 
OC Owens Corning
-2%
-$374.4 
APO Apollo Global Management, Inc.
-2%
-$421.75 
CMC Commercial Metals Company
-1.99%
-$227.04 
LOW Lowe's Companies Inc.
-1.99%
-$6,349.5 
MS Morgan Stanley
-1.98%
-$8,238.84 
FDX FedEx Corporation
-1.98%
-$1,297.8 
MTD Mettler-Toledo International Inc.
-1.97%
-$180.74 
DE Deere & Company
-1.96%
-$167,715.54 
BA Boeing Company
-1.96%
-$9,668.4 
NVS Novartis AG Sponsored ADR
-1.95%
-$12,339.73 
IEX IDEX Corporation
-1.93%
-$326.25 
HD The Home Depot, Inc.
-1.91%
-$94,453.85 
GPC Genuine Parts Company
-1.9%
-$1,099.62 
GMAB Genmab A/S Sponsored ADR
-1.9%
-$19.07 
PLD Prologis Inc.
-1.88%
-$838.87 
SOLV Solventum Corporation
-1.87%
-$1,022.96 
CROX Crocs, Inc.
-1.87%
-$601.6 
ITW Illinois Tool Works Inc.
-1.87%
-$10,186.7 
MRK Merck & Co., Inc.
-1.85%
-$46,056.01 
CBRE CBRE Group Inc.
-1.84%
-$432.53 
CARR Carrier Global Corporation
-1.83%
-$12,932.64 
AWK American Water Works Company, Inc.
-1.81%
-$127.4 
ASGI abrdn Global Infrastructure Fund
-1.8%
-$77.05 
SSRM Ssr Mining Inc.
-1.8%
-$691.84 
EPC Edgewell Personal Care Co.
-1.79%
-$323.3 
MNST Monster Beverage Corporation
-1.77%
-$6,394.08 
XYL Xylem Inc.
-1.77%
-$713.4 
WU Western Union Co.
-1.75%
-$151.75 
ORLY O'Reilly Automotive Inc.
-1.73%
-$2,816.1 
CL Colgate-Palmolive Company
-1.73%
-$19,582.39 
MDLZ Mondelez International, Inc.
-1.72%
-$12,492.9 
WSM Williams-Sonoma, Inc.
-1.72%
-$5,840.8 
SOLS Sollensys Corp
-1.71%
-$1,500 
VNT Vontier Corporation
-1.7%
-$43.77 
GWW W.W. Grainger, Inc.
-1.68%
-$2,747.16 
BAX Baxter International Inc.
-1.68%
-$107.16 
WMT Walmart Inc.
-1.68%
-$62,451.84 
BIIB Biogen Inc.
-1.68%
-$210.75 
EPAC Enerpac Tool Group Corp.
-1.68%
-$274.92 
ENR Energizer Holdings Inc.
-1.66%
-$204.35 
NFLX Netflix, Inc.
-1.65%
-$14,284.2 
CAT Caterpillar Inc.
-1.64%
-$200,702.48 
SAIA Saia, Inc.
-1.63%
-$235.29 
FNF Fidelity National Financial, Inc.
-1.63%
-$245.05 
REX Rex American Resources Corporation
-1.63%
-$231 
PFG Principal Financial Group, Inc.
-1.62%
-$3,071.97 
GRMN Garmin Ltd.
-1.62%
-$1,575.6 
MTW Manitowoc Company Inc.
-1.61%
-$143.85 
SNA Snap-on Inc.
-1.61%
-$350.06 
MFC Manulife Financial Corporation
-1.6%
-$1,683.29 
NXT Nextracker Inc.
-1.6%
-$645.15 
KLAC KLA Corporation
-1.6%
-$8,398 
LEN-B Lennar Corporation
-1.59%
-$99.18 
LRCX Lam Research Corporation
-1.58%
-$13,168.8 
F Ford Motor Company
-1.58%
-$209.7 
Z Zillow Group Inc.
-1.58%
-$102.17 
CCSI Consensus Cloud Solutions, Inc.
-1.58%
-$413 
WLY John Wiley & Sons Inc.
-1.57%
-$240 
AZO AutoZone Inc.
-1.56%
-$5,338.48 
BCS Barclays PLC Sponsored ADR
-1.56%
-$36.98 
ECL Ecolab Inc.
-1.55%
-$8,078.18 
PSKY Paramount Skydance Corporation Class B Common Stock
-1.54%
-$1,755 
SNPS Synopsys, Inc.
-1.52%
-$607.88 
LEN Lennar Corporation
-1.51%
-$121.92 
UPBD Upbound Group, Inc.
-1.51%
-$90.11 
RIO Rio Tinto Plc Sponsored ADR
-1.51%
-$189.04 
CRNC Cerence Inc.
-1.51%
-$383.5 
GGG Graco Inc.
-1.5%
-$18,397.5 
ENTG Entegris, Inc.
-1.49%
-$523.24 
AI C3.ai Inc.
-1.48%
-$73.97 
HSBC HSBC Holdings plc Sponsored ADR
-1.47%
-$1,293.52 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$28,129.22 
FITB Fifth Third Bancorp
-1.47%
-$59.5 
CSX CSX Corporation
-1.46%
-$5,707.62 
COLL Collegium Pharmaceutical Inc.
-1.46%
-$151.72 
SITE SiteOne Landscape Supply Inc.
-1.45%
-$493.5 
NKE Nike, Inc. - Class B
-1.44%
-$235.62 
SHW The Sherwin-Williams Company
-1.44%
-$24,494 
WOOD iShares Global Timber & Forestry ETF
-1.44%
-$348.67 
CTAS Cintas Corporation
-1.44%
-$623.28 
AU AngloGold Ashanti plc
-1.39%
-$185.11 
ED Consolidated Edison, Inc.
-1.39%
-$255.84 
SNDR Schneider National, Inc.
-1.39%
-$196.1 
SBUX Starbucks Corporation
-1.37%
-$785.9 
BKNG Booking Holdings Inc.
-1.36%
-$5,792.75 
NXRT NexPoint Residential Trust Inc.
-1.35%
-$12.6 
AMT American Tower Corporation
-1.35%
-$5,317.6 
PPG PPG Industries Inc.
-1.34%
-$165.37 
UNP Union Pacific Corporation
-1.33%
-$50,342.33 
MRP Millrose Properties Inc.
-1.32%
-$18.72 
LLY Eli Lilly and Company
-1.32%
-$162,984.04 
CMS CMS Energy Corporation
-1.32%
-$125.13 
SRE Sempra
-1.31%
-$348.48 
HE Hawaiian Electric Industries Inc.
-1.3%
-$87.5 
FCN Fti Consulting Inc.
-1.29%
-$14.7 
PSP Invesco Global Listed Private Equity ETF
-1.29%
-$604 
VRTS Virtus Investment Partners Inc.
-1.27%
-$91.96 
KNX Knight-Swift Transportation Holdings Inc.
-1.26%
-$160.05 
SAN Banco Santander S.A. Sponsored ADR
-1.26%
-$48.05 
CTRE CareTrust REIT Inc.
-1.26%
-$41.58 
BDX Becton, Dickinson and Company
-1.25%
-$186.12 
NIC Nicolet Bankshares Inc.
-1.25%
-$201.4 
PEG Public Service Enterprise Group Incorporated
-1.25%
-$11,480.48 
FTV Fortive Corporation
-1.23%
-$347.32 
ACCO Acco Brands Corporation
-1.23%
-$79.9 
HPE Hewlett Packard Enterprise Company
-1.22%
-$168.56 
XME SPDR S&P Metals & Mining ETF
-1.21%
-$535.5 
JNJ Johnson & Johnson
-1.21%
-$61,340.76 
H Hyatt Hotels Corporation
-1.2%
-$198.36 
MDU MDU Resources Group, Inc.
-1.18%
-$442 
BLK BlackRock, Inc.
-1.18%
-$23,959 
KRE SPDR S&P Regional Banking ETF
-1.17%
-$391.5 
CDW CDW Corporation
-1.16%
-$241.8 
LNT Alliant Energy Corporation
-1.16%
-$1,702.59 
DIS The Walt Disney Company
-1.15%
-$6,014.25 
DB Deutsche Bank AG
-1.15%
-$19.84 
NEE NextEra Energy, Inc.
-1.15%
-$4,772.58 
RACE Ferrari N.V.
-1.13%
-$1,921.5 
KR Kroger Co.
-1.12%
-$211.86 
AEP American Electric Power Company, Inc.
-1.12%
-$2,036.97 
NLY Annaly Capital Management, Inc.
-1.11%
-$102 
GIS General Mills, Inc.
-1.11%
-$1,790.88 
WEC WEC Energy Group Inc.
-1.1%
-$42.5 
IHE iShares U.S. Pharmaceuticals ETF
-1.1%
-$166.5 
RBA Rb Global Inc.
-1.1%
-$137.2 
LYG Lloyds Banking Group Plc ADR
-1.09%
-$16.45 
MET MetLife Inc.
-1.09%
-$307.5 
NWG NatWest Group plc Sponsored ADR
-1.09%
-$28.66 
PCAR PACCAR Inc.
-1.07%
-$1,669.95 
NVR NVR, Inc.
-1.06%
-$3,297.84 
TRP TC Energy Corporation
-1.05%
-$13.23 
KEY KeyCorp
-1.04%
-$32.83 
EXPE Expedia Group, Inc.
-1.03%
-$467.04 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-1.03%
-$2,902.28 
O Realty Income Corporation
-1.01%
-$252.7 
IHG Intercontinental Hotels Group PLC ADR
-1%
-$11.1 
NSC Norfolk Southern Corporation
-1%
-$15,975.85 
WFC Wells Fargo & Company
-0.99%
-$23,518.8 
PDO PIMCO Dynamic Income Opportunities Fund
-0.99%
-$2,662.92 
BIPC Brookfield Infrastructure Partners L.P.
-0.99%
-$139.6 
ROL Rollins, Inc.
-0.99%
-$55.18 
QCRH QCR Holdings Inc.
-0.98%
-$4,166.15 
CCJ Cameco Corporation
-0.98%
-$15.96 
XLB Materials Select Sector SPDR Fund
-0.98%
-$3,925.35 
MD Pediatrix Medical Group, Inc.
-0.98%
-$178.5 
PRKS United Parks & Resorts Inc.
-0.97%
-$59.84 
BAC Bank of America Corporation
-0.97%
-$19,576.69 
FTRE Fortrea Holdings Inc.
-0.96%
-$35.87 
TSCO Tractor Supply Company
-0.95%
-$3,562.65 
AEE Ameren Corporation
-0.95%
-$860.88 
MMYT MakeMyTrip Limited
-0.91%
-$4.99 
GS The Goldman Sachs Group, Inc.
-0.91%
-$12,571.13 
SNDA Sonida Senior Living Inc.
-0.91%
-$49.21 
STRA Strategic Education Inc.
-0.9%
-$126.96 
LILAK Liberty Latin America Ltd.
-0.89%
-$90.13 
GLPI Gaming and Leisure Properties, Inc.
-0.88%
-$79.39 
EWT iShares MSCI Taiwan ETF
-0.87%
-$760.5 
ES Eversource Energy
-0.86%
-$1,573.12 
RSG Republic Services, Inc.
-0.85%
-$85.5 
PH Parker-Hannifin Corporation
-0.85%
-$822.12 
AME Ametek Inc.
-0.84%
-$216 
PG Procter & Gamble Co
-0.84%
-$28,280.34 
ADBE Adobe Inc.
-0.84%
-$1,591.97 
CNP CenterPoint Energy Inc.
-0.83%
-$61.2 
YUM Yum! Brands, Inc.
-0.83%
-$361.86 
VTRS Viatris Inc.
-0.83%
-$131.42 
RMD ResMed Inc.
-0.82%
-$22.96 
PRU Prudential Financial, Inc.
-0.82%
-$89.7 
TT Trane Technologies plc
-0.81%
-$469.86 
PIPR Piper Sandler Companies
-0.81%
-$260.4 
LNTH Lantheus Holdings, Inc.
-0.81%
-$63.19 
NVO Novo Nordisk A/S Sponsored ADR
-0.8%
-$177.6 
RCL Royal Caribbean Group
-0.8%
-$611.04 
AON Aon plc
-0.78%
-$12,191.04 
BATRK Atlanta Braves Holdings, Inc.
-0.78%
-$130 
MLI Mueller Industries Inc.
-0.78%
-$38.64 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$56.98 
TECK Teck Resources Ltd.
-0.77%
-$7.22 
XYLD Global X S&P 500 Covered Call ETF
-0.77%
-$63 
UNH UnitedHealth Group Incorporated
-0.76%
-$14,474.99 
CBSH Commerce Bancshares, Inc.
-0.76%
-$673.2 
PFE Pfizer Inc.
-0.76%
-$6,429.1 
CLX The Clorox Company
-0.76%
-$2,920 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.76%
-$958.8 
SYY Sysco Corporation
-0.75%
-$3,382.45 
BWA BorgWarner Inc.
-0.74%
-$280.86 
SO The Southern Company
-0.74%
-$2,621.32 
MRNA Moderna, Inc.
-0.74%
-$57.04 
MCK McKesson Corporation
-0.74%
-$4,149.6 
ATO Atmos Energy Corporation
-0.73%
-$101.4 
WASH Washington Trust Bancorp Inc.
-0.72%
-$505.09 
MICC The Magnum Ice Cream Company N.V.
-0.72%
-$3.65 
MRSH Marsh & McLennan Companies, Inc.
-0.72%
-$2,819.12 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.71%
-$6,717.9 
ALSN Allison Transmission Holdings Inc.
-0.7%
-$7.95 
VNQ Vanguard Real Estate ETF
-0.69%
-$107,292.71 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,248.24 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.69%
-$428.45 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.69%
-$1,672 
BLV Vanguard Long-Term Bond ETF
-0.69%
-$58.12 
VSH Vishay Intertechnology Inc.
-0.69%
-$138.58 
ASML ASML Holding N.V. New York Registry Shares
-0.68%
-$1,195 
BBY Best Buy Co., Inc.
-0.68%
-$69.02 
SCHH Schwab U.S. REIT ETF
-0.67%
-$1,410.91 
WTFC Wintrust Financial Corporation
-0.66%
-$123.12 
BTI British American Tobacco p.l.c. ADR
-0.65%
-$15.17 
XLI Industrial Select Sector SPDR Fund
-0.64%
-$2,150.5 
GM General Motors Company
-0.63%
-$364.32 
IYK iShares U.S. Consumer Staples ETF
-0.63%
-$630.27 
XLP Consumer Staples Select Sector SPDR Fund
-0.63%
-$972.1 
PTCT PTC Therapeutics, Inc.
-0.62%
-$97.66 
XLRE The Real Estate Select Sector SPDR Fund
-0.62%
-$338.52 
CECO CECO Environmental Corp.
-0.61%
-$571.82 
GNRC Generac Holdings Inc.
-0.6%
-$395.2 
VHT Vanguard Health Care ETF
-0.6%
-$596.77 
BOC Boston Omaha Corporation
-0.6%
-$12.75 
RH RH
-0.6%
-$28.25 
DVY iShares Select Dividend ETF
-0.6%
-$2,012.75 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.6%
-$658.06 
ICL ICL Group Ltd.
-0.59%
-$5.73 
ROK Rockwell Automation, Inc.
-0.59%
-$9,376.28 
PVH PVH Corp.
-0.59%
-$69.92 
IYC iShares U.S. Consumer Discretionary ETF
-0.58%
-$1,392 
VICI Vici Properties Inc.
-0.58%
-$198.4 
COR Cencora, Inc.
-0.57%
-$557.55 
HRL Hormel Foods Corporation
-0.57%
-$4,165.12 
DFAT Dimensional US Targeted Value ETF
-0.57%
-$0.4 
STT State Street Corp
-0.56%
-$142.14 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.56%
-$313.51 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.56%
-$79.2 
RWX SPDR Dow Jones International Real Estate ETF
-0.56%
-$33.75 
PBA Pembina Pipeline Corporation
-0.55%
-$458.64 
DKNG DraftKings Inc.
-0.54%
-$70.87 
CRCT Cricut, Inc.
-0.54%
-$62.5 
VVV Valvoline Inc.
-0.54%
-$164.47 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$765.4 
AIG American International Group Inc.
-0.53%
-$114.33 
COST Costco Wholesale Corporation
-0.52%
-$2,163.11 
RIVN Rivian Automotive, Inc.
-0.52%
-$45.18 
SLX VanEck Steel ETF
-0.51%
-$206 
OGE Oge Energy Corp.
-0.51%
-$393.5 
TRV The Travelers Companies, Inc.
-0.51%
-$7,679.07 
CSRE Cohen & Steers Real Estate Active ETF
-0.51%
-$70,411.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$1,359.04 
MCO Moody's Corporation
-0.51%
-$312.79 
PGX Invesco Preferred ETF
-0.51%
-$5.55 
JPM JPMorgan Chase & Co.
-0.5%
-$48,357.8 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.5%
-$3,841.23 
MCD McDonald's Corporation
-0.5%
-$9,192.81 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.5%
-$109,776.85 
ABBV AbbVie Inc.
-0.49%
-$31,289.58 
JCI Johnson Controls International plc
-0.49%
-$364.18 
XEL Xcel Energy Inc.
-0.49%
-$105.69 
CMI Cummins Inc.
-0.49%
-$193.98 
HWM Howmet Aerospace Inc.
-0.48%
-$14.52 
AXP American Express Company
-0.48%
-$6,534.28 
SDY SPDR S&P Dividend ETF
-0.48%
-$135.75 
UHAL U-Haul Holding Company
-0.48%
-$12.42 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.48%
-$659.33 
FVD First Trust Value Line Dividend Index Fund
-0.47%
-$599.25 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.47%
-$13.8 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$2,037.28 
DGRO iShares Core Dividend Growth ETF
-0.47%
-$136.4 
SHEL Shell plc
-0.46%
-$171.31 
WPM Wheaton Precious Metals Corp.
-0.46%
-$7.68 
AVIV Avantis International Large Cap Value ETF
-0.46%
-$21,103.56 
VLTO Veralto Corporation
-0.46%
-$58.05 
DHR Danaher Corporation
-0.46%
-$851.88 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.46%
-$60.75 
WYNN Wynn Resorts, Limited
-0.46%
-$110 
EFG iShares MSCI EAFE Growth ETF
-0.45%
-$9,052.56 
IVE ISHARES S&P 500 VALUE ETF
-0.45%
-$9,357.55 
EFA iShares MSCI EAFE ETF
-0.45%
-$51,834.64 
CHD Church & Dwight Co., Inc.
-0.44%
-$113.53 
FYT First Trust Small Cap Value Fund
-0.44%
-$983.01 
GILD Gilead Sciences Inc.
-0.44%
-$2,216.97 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.44%
-$22.91 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$6,384.23 
INDA ISHARES MSCI INDIA ETF
-0.44%
-$84.92 
RXRX Recursion Pharmaceuticals, Inc.
-0.43%
-$1.97 
IYF iShares U.S. Financials ETF
-0.43%
-$116 
AVB AvalonBay Communities, Inc.
-0.43%
-$1,651.7 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.43%
-$109.9 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$286,673.2 
NJR New Jersey Resources Corporation
-0.41%
-$105.6 
IJS iShares S&P Small-Cap 600 Value ETF
-0.4%
-$32.7 
MSI Motorola Solutions, Inc.
-0.4%
-$156.96 
CSCO Cisco Systems, Inc.
-0.39%
-$9,965.12 
FLV American Century Focused Large Cap Value ETF
-0.39%
-$33.26 
FTCS First Trust Capital Strength ETF
-0.38%
-$308.21 
TDG TransDigm Group Inc.
-0.38%
-$524.88 
ACIW ACI Worldwide, Inc.
-0.38%
-$330.66 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$1,128.37 
GWX SPDR S&P International Small Cap ETF
-0.37%
-$127.36 
BMY Bristol-Myers Squibb Company
-0.37%
-$3,930.75 
NWS News Corporation
-0.37%
-$78.72 
AFL Aflac Inc.
-0.37%
-$7,745.94 
MAR Marriott International Inc. - Class A
-0.37%
-$144.72 
IWS iShares Russell Mid-Cap Value ETF
-0.36%
-$14,156.83 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$5,834.43 
RPRX Royalty Pharma plc
-0.35%
-$185.73 
SLB Schlumberger Limited
-0.35%
-$829.78 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.35%
-$308.44 
IQV IQVIA Holdings Inc.
-0.35%
-$144.72 
HLN Haleon Plc - ADR
-0.35%
-$8.05 
ALGN Align Technology, Inc.
-0.34%
-$54.9 
CPRT Copart Inc.
-0.34%
-$45.98 
FNDF Schwab Fundamental International Large Company Index ETF
-0.34%
-$823.5 
HCA HCA Healthcare Inc.
-0.34%
-$166.98 
MDY SPDR S&P MidCap 400 ETF Trust
-0.34%
-$22,740.56 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$215,275.08 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$418.44 
WCN Waste Connections Inc.
-0.33%
-$25.3 
IWN iShares Russell 2000 Value ETF
-0.33%
-$4,750.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$10,626.94 
MSCI MSCI Inc.
-0.33%
-$62.1 
CHRW C.H. Robinson Worldwide, Inc.
-0.33%
-$167.96 
CRGY Crescent Energy Inc.
-0.33%
-$16.66 
DXCM DexCom, Inc.
-0.33%
-$34.25 
GRNT Granite Ridge Resources Inc.
-0.32%
-$1.5 
DNP DNP Select Income Fund Inc.
-0.32%
-$154.77 
PTRB PGIM Total Return Bond ETF
-0.32%
-$11,123.06 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$3.1 
FIVA Fidelity International Value Factor ETF
-0.31%
-$60 
FXO First Trust Financials AlphaDEX Fund
-0.31%
-$50.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.31%
-$1.02 
NTAP NetApp, Inc.
-0.31%
-$1,665.99 
PRI Primerica Inc.
-0.31%
-$25.79 
OTIS Otis Worldwide Corporation
-0.31%
-$1,018.58 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.3%
-$62.75 
LIN Linde plc
-0.3%
-$443.7 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$825.6 
WM Waste Management, Inc.
-0.29%
-$1,457.23 
WGO Winnebago Industries, Inc.
-0.29%
-$11.25 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.29%
-$356.63 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$687.89 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$21.6 
IWD iShares Russell 1000 Value ETF
-0.29%
-$235.95 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.29%
-$52.36 
ICFI ICF International Inc.
-0.28%
-$1.57 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.28%
-$36,634.7 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.28%
-$350.49 
AMP Ameriprise Financial, Inc.
-0.28%
-$1,289.19 
NAD Nuveen Quality Municipal Income Fund
-0.28%
-$631.46 
XLF Financial Select Sector SPDR Fund
-0.28%
-$2,374.6 
EIX Edison International
-0.27%
-$45.78 
FDS FactSet Research Systems Inc.
-0.27%
-$13.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$7,357.85 
LIFE Ethos Technologies Inc.
-0.27%
-$263.15 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$0.65 
SCHF Schwab International Equity ETF
-0.26%
-$321.58 
MBB iShares MBS ETF
-0.26%
-$296.64 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$169.51 
KO The Coca-Cola Company
-0.25%
-$4,302.13 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$89,375.04 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.25%
-$147.47 
VTR Ventas Inc.
-0.24%
-$69.56 
JHMM John Hancock Multifactor Mid Cap ETF
-0.24%
-$155.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$618.45 
AMGN Amgen Inc.
-0.24%
-$914.32 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$1.38 
PRCT Procept BioRobotics Corporation
-0.23%
-$0.9 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$827.69 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$164.37 
IRM Iron Mountain Inc.
-0.22%
-$63.99 
SMBS Schwab Mortgage-Backed Securities ETF
-0.22%
-$194.68 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$2,313.68 
BNY BlackRock New York Municipal Income Trust
-0.21%
-$195.36 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.21%
-$60.27 
VTV Vanguard Value ETF
-0.21%
-$7,045.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.2%
-$1,220.7 
SCHP Schwab U.S. TIPS ETF
-0.19%
-$133.55 
USB U.S. Bancorp
-0.19%
-$4,001.28 
VB Vanguard Small-Cap ETF
-0.19%
-$1,120.33 
ALC Alcon Inc.
-0.18%
-$41.08 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$0.71 
VZ Verizon Communications Inc.
-0.17%
-$961.99 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$21.55 
ING ING Groep N.V. Sponsored ADR
-0.17%
-$30.36 
AMID Argent Mid Cap ETF
-0.17%
-$10.25 
HRI Herc Holdings Inc.
-0.17%
-$14 
VMI Valmont Industries, Inc.
-0.17%
-$15.13 
SPG Simon Property Group, Inc.
-0.17%
-$6.08 
UGI UGI Corporation
-0.16%
-$192 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$183.68 
VXF Vanguard Extended Market ETF
-0.16%
-$25.5 
VTWO Vanguard Russell 2000 ETF
-0.16%
-$9.99 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.15%
-$3 
PM Philip Morris International Inc.
-0.15%
-$3,964.8 
EQIX Equinix, Inc.
-0.15%
-$61.19 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$1,100.16 
KROS Keros Therapeutics Inc.
-0.14%
-$7.5 
CELH Celsius Holdings Inc.
-0.14%
-$79.8 
IWM iShares Russell 2000 ETF
-0.14%
-$13,722.06 
COF Capital One Financial Corporation
-0.14%
-$38.92 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.13%
-$701.5 
Q Qnity Electronics Inc.
-0.13%
-$106.2 
RDVY First Trust Rising Dividend Achievers ETF
-0.13%
-$18.48 
IMCB iShares Morningstar Mid-Cap ETF
-0.13%
-$155.62 
MUB iShares National Muni Bond ETF
-0.12%
-$1,219.53 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$39.37 
AVLV Avantis U.S. Large Cap Value ETF
-0.12%
-$235.95 
IWR iShares Russell Mid-Cap ETF
-0.12%
-$18,284.11 
SJM The J.M. Smucker Company
-0.12%
-$16.12 
GLD SPDR Gold Shares
-0.11%
-$2,167.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$873.94 
GLDM SPDR Gold MiniShares Trust
-0.11%
-$119 
IOSP Innospec Inc.
-0.11%
-$5.67 
IAU iShares Gold Trust
-0.11%
-$1,591.92 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.11%
-$384.88 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.1%
-$7.48 
HLX Helix Energy Solutions Group, Inc.
-0.1%
-$21.35 
JMHI JPMorgan High Yield Municipal ETF
-0.1%
-$831.05 
CVS CVS Health Corporation
-0.1%
-$624.75 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$11.18 
LUV Southwest Airlines Co.
-0.09%
-$0.99 
FYC First Trust Small Cap Growth Fund
-0.09%
-$119.24 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.09%
-$0.37 
ADP Automatic Data Processing Inc.
-0.08%
-$1,399.43 
DAL Delta Air Lines, Inc.
-0.08%
-$2.73 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$3.14 
CTVA Corteva Inc.
-0.08%
-$945.21 
UHAL-B U-Haul Holding Company
-0.08%
-$19.35 
TZOO Travelzoo Inc.
-0.08%
-$25.07 
FDLO Fidelity Low Volatility Factor ETF
-0.07%
-$52.71 
GLW Corning Incorporated
-0.07%
-$1.1 
IXUS iShares Core International Stock ETF
-0.07%
-$2,764.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$9,156.35 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$378.1 
CCOR Core Alternative ETF
-0.07%
-$4.91 
BKR Baker Hughes Company
-0.06%
-$41.72 
SMCI Super Micro Computer Inc
-0.06%
-$36 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$102.5 
ENDW Cambria Endowment Style ETF
-0.06%
-$6,656.04 
IDXX IDEXX Laboratories, Inc.
-0.06%
-$8.37 
KMB Kimberly-Clark Corporation
-0.06%
-$40.14 
MFG Mizuho Financial Group Inc. ADR
-0.05%
-$1.58 
VEU Vanguard FTSE All-World ex-US ETF
-0.05%
-$570.2 
EW Edwards Lifesciences Corporation
-0.05%
-$9.96 
APH Amphenol Corporation
-0.05%
-$59.22 
RAL Ralliant Corporation
-0.04%
-$4.56 
SCHM Schwab U.S. Mid-Cap ETF
-0.04%
-$25.5 
VO Vanguard Mid-Cap ETF
-0.04%
-$3,506.89 
VTHR Vanguard Russell 3000 ETF
-0.04%
-$550 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.03%
-$4.4 
PBI Pitney Bowes Inc.
-0.03%
-$4.75 
ACWI iShares MSCI ACWI ETF
-0.03%
-$4.64 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$13.24 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$56.12 
IWO iShares Russell 2000 Growth ETF
-0.01%
-$349.35 
RIGL Rigel Pharmaceuticals, Inc.
-0.01%
-$3.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.01%
-$10.03 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$5.2 
PFLD AAM Low Duration Preferred and Income Securities ETF
0%
-$1.84 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3058 | Longs Won 1873/3058 61% | Profit Factor 7.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $664,417.06 |
| Average Win $114,333.52 | Best Trade (Jul 22) $21.22M | Sharpe Ratio -11.2 |
| Average Loss -$22,808.25 | Worst Trade (Jul 24) -$3.56M | Z-Score 4.45 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $61,189.97 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kimberly Cappellano?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $3.22M, iShares Core MSCI Emerging Markets ETF - $3.15M, iShares Core S&P 500 ETF - $1.12M, iShares Core S&P Mid-Cap ETF - $898,864.17, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $768,353.02. 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: Berkshire Hathaway Inc - $771,222.87, UnitedHealth Group Incorporated - $513,945.65, Workiva Inc - $410,598, Fiserv, Inc - $179,152.4, and General Mills, Inc - $80,397.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Cappellano's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.92M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $3.22M, iShares Core MSCI Emerging Markets ETF - $2.25M, iShares Core S&P 500 ETF - $1.12M, iShares Core S&P Mid-Cap ETF - $898,864.17, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $779,856.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Cappellano's monthly returns?
Kimberly Cappellano'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 Kimberly Cappellano's strategy be considered aggressive or moderate?
Kimberly Cappellano'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 Kimberly Cappellano's strategy?
Kimberly Cappellano'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.
