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:
30.73%
Gain -0.04%
Monthly
1.56%
Yearly
20.35%
Drawdown
11.47%
$1.06B
Equity
Holdings
$1.06B
Investment
$851.61M
$212.53M
Profit -$390,637.79
Realized
$7.66M
Unrealized
$204.87M
Dividends
$21.71M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$390,637.79
Win %
67%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$12.97M
Win %
67%
This Month
Compared to last month
Gain
-0.79%
Profit
-$8.36M
Win %
67%
This Year
Compared to last year
Gain
1.77%
Profit
$18.42M
Win %
65%
HLX Helix Energy Solutions Group, Inc.
+15.22%
+$2,989 
QRVO Qorvo Inc.
+7.37%
+$977.51 
AREN Arena Group Holdings Inc.
+6.93%
+$959 
VIST Vista Energy, S.A.B. de C.V.
+6.44%
+$48 
AVAV AeroVironment Inc.
+6.13%
+$966.56 
ELV Elevance Health, Inc.
+5.93%
+$19,803.84 
USO United States Oil Fund, LP
+5.57%
+$25,080 
DBO Invesco DB Oil Fund
+5.52%
+$22,119.75 
MDB MongoDB Inc.
+4.71%
+$709.17 
BAH Booz Allen Hamilton Holding Corporation
+4.7%
+$264.42 
AMCX AMC Networks Inc.
+3.54%
+$613.95 
CE Celanese Corporation
+3.24%
+$1,317.6 
F Ford Motor Company
+3.21%
+$404.35 
AAPL Apple Inc.
+3.15%
+$1.09M 
GSG iShares S&P GSCI Commodity-Indexed Trust
+3%
+$5,375 
SITM SiTime Corporation
+2.98%
+$26,370 
TTWO Take-Two Interactive Software, Inc.
+2.87%
+$1,018.92 
PATH Uipath Inc.
+2.84%
+$191.34 
GDDY Godaddy Inc.
+2.78%
+$26 
VSAT Viasat Inc.
+2.71%
+$820.4 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+2.61%
+$10.12 
BIIB Biogen Inc.
+2.57%
+$329.89 
COLD Americold Realty Trust
+2.52%
+$114.89 
GM General Motors Company
+2.51%
+$1,593.9 
STZ Constellation Brands, Inc.
+2.49%
+$178.47 
ISRG Intuitive Surgical, Inc.
+2.37%
+$3,118.28 
PBR Petrobras S.A. Sponsored ADR
+2.37%
+$571.73 
CMCSA Comcast Corp
+2.36%
+$7,200.12 
UPWK Upwork Inc.
+2.35%
+$232.2 
DBC Invesco DB Commodity Index Tracking Fund
+2.28%
+$2,767.5 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+2.27%
+$52,303.52 
IBTA Ibotta Inc.
+2.22%
+$870 
PINS Pinterest, Inc. Class A
+2.16%
+$124.42 
DIOD Diodes Inc.
+2.13%
+$280.32 
PM Philip Morris International Inc.
+2.08%
+$52,187.2 
TWLO Twilio Inc.
+2.05%
+$834.14 
OSPN OneSpan Inc.
+2.05%
+$313.5 
FSLR First Solar, Inc.
+2.02%
+$776.79 
AVB AvalonBay Communities, Inc.
+2.02%
+$2,686.5 
SSTK Shutterstock Inc.
+1.98%
+$60 
DVN Devon Energy Corporation
+1.91%
+$9,431.34 
ADSK Autodesk, Inc.
+1.89%
+$343.58 
CRGY Crescent Energy Inc.
+1.86%
+$126.14 
PYPL PayPal Holdings Inc
+1.81%
+$4,360.23 
T AT&T Inc.
+1.77%
+$13,569.39 
BF-B Brown-Forman Corporation
+1.76%
+$67.62 
H Hyatt Hotels Corporation
+1.71%
+$234.9 
BMBL Bumble Inc.
+1.68%
+$147.9 
JKHY Jack Henry & Associates, Inc.
+1.67%
+$345.84 
HPQ HP Inc.
+1.65%
+$653.24 
GTM ZoomInfo Technologies Inc.
+1.64%
+$378.2 
EXPE Expedia Group, Inc.
+1.58%
+$722.4 
ESLT Elbit Systems Ltd.
+1.53%
+$43.84 
UBER Uber Technologies, Inc.
+1.53%
+$13,730.73 
RACE Ferrari N.V.
+1.52%
+$2,749.5 
UFCS United Fire Group, Inc.
+1.46%
+$1,570 
MELI MercadoLibre, Inc.
+1.42%
+$2,669 
PBYI Puma Biotechnology Inc.
+1.38%
+$435.75 
BMRN Biomarin Pharmaceutical Inc.
+1.35%
+$75.9 
ABBV AbbVie Inc.
+1.34%
+$81,527.04 
OPRA Opera Limited ADR
+1.34%
+$2.37 
WTM White Mountains Insurance Group Ltd.
+1.32%
+$189.77 
HE Hawaiian Electric Industries Inc.
+1.31%
+$67.5 
NXPI NXP Semiconductors N.V.
+1.28%
+$572.85 
VTR Ventas Inc.
+1.24%
+$328.56 
BG Bunge Global S.A.
+1.24%
+$169.83 
FANG Diamondback Energy Inc
+1.23%
+$891.25 
MFC Manulife Financial Corporation
+1.22%
+$1,903.12 
MO Altria Group, Inc.
+1.21%
+$16,612.38 
TEAM Atlassian Corporation Class A
+1.2%
+$106.75 
MFG Mizuho Financial Group Inc. ADR
+1.13%
+$39.18 
FTNT Fortinet Inc.
+1.13%
+$562.67 
BTI British American Tobacco p.l.c. ADR
+1.11%
+$22.39 
LNG Cheniere Energy Inc.
+1.11%
+$881.28 
OMC Omnicom Group Inc.
+1.09%
+$619.02 
DOW Dow Inc.
+1.07%
+$137.34 
PANW Palo Alto Networks, Inc.
+1.07%
+$10,578.87 
SM SM Energy Company
+1.06%
+$69.95 
CHRW C.H. Robinson Worldwide, Inc.
+1.04%
+$388.48 
ACN Accenture plc Class A
+1.03%
+$35,425.32 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.03%
+$1,365 
FIS Fidelity National Information Services, Inc.
+1.02%
+$0.39 
MET MetLife Inc.
+1.01%
+$291 
HONA Honeywell Aerospace Inc.
+1.01%
+$6,081.19 
WBD Warner Bros. Discovery, Inc.
+0.98%
+$119.9 
WASH Washington Trust Bancorp Inc.
+0.97%
+$729.43 
SNPS Synopsys, Inc.
+0.96%
+$388.91 
LMT Lockheed Martin Corporation
+0.94%
+$16,226.09 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.93%
+$30.62 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.92%
+$80 
CSX CSX Corporation
+0.91%
+$3,393.72 
VAL Valaris Limited
+0.9%
+$2,090 
EBAY eBay Inc.
+0.89%
+$25.9 
PRU Prudential Financial, Inc.
+0.89%
+$96.6 
BP BP p.l.c. Sponsored ADR
+0.89%
+$692.14 
SIRI Sirius XM Holdings Inc.
+0.84%
+$58.8 
MNST Monster Beverage Corporation
+0.83%
+$2,624.16 
EQT EQT Corporation
+0.82%
+$112.5 
XOM Exxon Mobil Corporation
+0.82%
+$85,928.85 
AI C3.ai Inc.
+0.82%
+$48.37 
HMC Honda Motor Co., Ltd.
+0.8%
+$85.5 
FTRE Fortrea Holdings Inc.
+0.79%
+$27.98 
QCOM QUALCOMM Incorporated
+0.77%
+$7,813.07 
DIS The Walt Disney Company
+0.77%
+$4,207.2 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.77%
+$729.84 
FSLY Fastly, Inc.
+0.76%
+$133.74 
VSNT Versant Media Group, Inc.
+0.75%
+$135.24 
BWA BorgWarner Inc.
+0.75%
+$295.96 
CI The Cigna Group
+0.75%
+$238.26 
DKNG DraftKings Inc.
+0.72%
+$89.25 
SHEN Shenandoah Telecommunications Company
+0.71%
+$46.24 
HSY The Hershey Company
+0.71%
+$170.27 
BNS Bank of Nova Scotia
+0.71%
+$18.2 
PFG Principal Financial Group, Inc.
+0.71%
+$1,335.33 
NOC Northrop Grumman Corporation
+0.7%
+$4,366.89 
MSI Motorola Solutions, Inc.
+0.7%
+$310.08 
ADP Automatic Data Processing Inc.
+0.69%
+$11,188.62 
SNDR Schneider National, Inc.
+0.68%
+$85.1 
DXCM DexCom, Inc.
+0.67%
+$77.41 
AON Aon plc
+0.67%
+$8,554.24 
GOOGL Alphabet Inc
+0.67%
+$68,733.66 
PRI Primerica Inc.
+0.66%
+$51.57 
UPBD Upbound Group, Inc.
+0.66%
+$32.28 
COP ConocoPhillips
+0.66%
+$751.5 
CDW CDW Corporation
+0.65%
+$145.08 
PNC The PNC Financial Services Group, Inc.
+0.65%
+$11,790.01 
GOOG Alphabet Inc
+0.64%
+$44,918.37 
BMNR Bitmine Immersion Technologies, Inc.
+0.64%
+$1,495.75 
FISV Fiserv, Inc.
+0.64%
+$565.31 
MMYT MakeMyTrip Limited
+0.61%
+$3 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.61%
+$1,882.58 
UPS United Parcel Service, Inc.
+0.6%
+$2,033.4 
FDX FedEx Corporation
+0.59%
+$461.16 
CASY Casey's General Stores Inc.
+0.56%
+$4,247.33 
KR Kroger Co.
+0.55%
+$99.51 
ROKU Roku, Inc.
+0.55%
+$697.2 
SYY Sysco Corporation
+0.54%
+$2,426.6 
EVRG Evergy Inc.
+0.54%
+$44.8 
HOG Harley-Davidson Inc.
+0.53%
+$26.6 
EOG EOG Resources, Inc.
+0.52%
+$195.71 
LILAK Liberty Latin America Ltd.
+0.52%
+$51.57 
TGTX TG Therapeutics, Inc.
+0.52%
+$46.84 
SPCX Space Exploration Technologies Corp. Class A
+0.52%
+$402.8 
ITW Illinois Tool Works Inc.
+0.5%
+$3,641.57 
RIVN Rivian Automotive, Inc.
+0.5%
+$40.16 
EW Edwards Lifesciences Corporation
+0.5%
+$107.07 
GD General Dynamics Corporation
+0.5%
+$5,824.03 
TDY Teledyne Technologies Incorporated
+0.49%
+$29.4 
SHEL Shell plc
+0.49%
+$198.81 
KO The Coca-Cola Company
+0.48%
+$8,783.88 
ALLY Ally Financial Inc.
+0.48%
+$12 
CMG Chipotle Mexican Grill, Inc.
+0.46%
+$66 
TD The Toronto-Dominion Bank
+0.45%
+$1.08 
HII Huntington Ingalls Industries Inc.
+0.45%
+$73.66 
FAST Fastenal Co.
+0.44%
+$1,733.76 
SCHW Charles Schwab Corporation
+0.43%
+$315.1 
CRWD CrowdStrike Holdings, Inc.
+0.42%
+$24,682.24 
ENPH Enphase Energy, Inc.
+0.42%
+$14.21 
SNDA Sonida Senior Living Inc.
+0.4%
+$21.28 
MRNA Moderna, Inc.
+0.4%
+$66.96 
VEEV Veeva Systems Inc.
+0.4%
+$77.25 
EVER EverQuote Inc.
+0.39%
+$55.02 
XLC Communication Services Select Sector SPDR Fund
+0.39%
+$428.48 
BMO Bank of Montreal
+0.39%
+$8.04 
DINO HF Sinclair Corporation
+0.39%
+$98.28 
BKNG Booking Holdings Inc.
+0.33%
+$945.54 
FIP FTAI Infrastructure Inc.
+0.33%
+$5.35 
C Citigroup Inc.
+0.31%
+$478.59 
GIB CGI Inc.
+0.31%
+$32.25 
VZ Verizon Communications Inc.
+0.31%
+$2,603.69 
FCFS FirstCash Holdings, Inc.
+0.31%
+$10.43 
QCRH QCR Holdings Inc.
+0.3%
+$1,323.29 
PAYX Paychex Inc.
+0.3%
+$872.16 
PCAR PACCAR Inc.
+0.3%
+$451.5 
AMP Ameriprise Financial, Inc.
+0.3%
+$1,438.28 
VMC Vulcan Materials Company
+0.29%
+$467.2 
IQV IQVIA Holdings Inc.
+0.28%
+$146.73 
KRE SPDR S&P Regional Banking ETF
+0.27%
+$87 
KNX Knight-Swift Transportation Holdings Inc.
+0.27%
+$30.52 
BBY Best Buy Co., Inc.
+0.26%
+$27.37 
CRCT Cricut, Inc.
+0.25%
+$34.25 
VOX Vanguard Communication Services ETF
+0.24%
+$31.05 
SLGN Silgan Holdings Inc.
+0.23%
+$23.94 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.23%
+$5.5 
IYK iShares U.S. Consumer Staples ETF
+0.23%
+$221.26 
WELL Welltower Inc.
+0.22%
+$169.05 
DEO Diageo plc Sponsored ADR
+0.22%
+$444.41 
FITB Fifth Third Bancorp
+0.22%
+$8.4 
USB U.S. Bancorp
+0.21%
+$4,293.51 
SPG Simon Property Group, Inc.
+0.17%
+$5.6 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.16%
+$8,789.04 
ETSY Etsy Inc.
+0.16%
+$14.72 
ET Energy Transfer L.P.
+0.16%
+$37.34 
UNP Union Pacific Corporation
+0.15%
+$5,617.61 
PG Procter & Gamble Co
+0.15%
+$4,999.47 
CB Chubb Limited
+0.14%
+$955.01 
CBSH Commerce Bancshares, Inc.
+0.14%
+$119.68 
NVS Novartis AG Sponsored ADR
+0.14%
+$746.13 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$958.64 
PEG Public Service Enterprise Group Incorporated
+0.12%
+$995.35 
PGR Progressive Corporation
+0.09%
+$43.2 
TRGP Targa Resources Corp.
+0.09%
+$32.67 
ROL Rollins, Inc.
+0.09%
+$3.84 
VRTS Virtus Investment Partners Inc.
+0.09%
+$5.72 
PVH PVH Corp.
+0.08%
+$8.36 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$117.58 
FDUS Fidus Investment Corporation
+0.07%
+$0.15 
MGM MGM Resorts International
+0.07%
+$11.16 
SNOW Snowflake Inc.
+0.07%
+$184 
NEE NextEra Energy, Inc.
+0.07%
+$460.46 
PEP PepsiCo, Inc.
+0.07%
+$954.18 
RMD ResMed Inc.
+0.06%
+$1.68 
TRV The Travelers Companies, Inc.
+0.05%
+$690.71 
CCOR Core Alternative ETF
+0.04%
+$1.07 
CVS CVS Health Corporation
+0.04%
+$238 
LLY Eli Lilly and Company
+0.04%
+$5,159.35 
CINF Cincinnati Financial Corporation
+0.04%
+$7.14 
GRMN Garmin Ltd.
+0.04%
+$37.05 
AVTR Avantor Inc.
+0.03%
+$1.96 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.03%
+$1.87 
TEL TE Connectivity plc
+0.02%
+$109.9 
TDG TransDigm Group Inc.
+0.01%
+$18.36 
TFC Truist Financial Corporation
+0.01%
+$6.79 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 BPRE
BPRE
0%
$0 VALW
VALWS
0%
$0 
FLWS 1-800-Flowers.com Inc.
-15.9%
-$512.82 
BHVN Biohaven Ltd.
-14.17%
-$425 
AUID AuthID Inc.
-7.05%
-$698.19 
SCCO Southern Copper Corporation
-7.04%
-$5,409.32 
BKR Baker Hughes Company
-6.8%
-$5,161.36 
FCX Freeport-McMoRan Inc.
-6.68%
-$3,064.18 
TECK Teck Resources Ltd.
-6.53%
-$78.03 
KEEL Keel Infrastructure Corp.
-5.93%
-$3.52 
BNKK Bonk, Inc.
-5.82%
-$30.34 
HPE Hewlett Packard Enterprise Company
-5.81%
-$1,029.42 
VRT Vertiv Holdings Co
-5.67%
-$1,192 
SLV iShares Silver Trust
-5.41%
-$319,285.58 
MLI Mueller Industries Inc.
-5.34%
-$285.6 
METC Ramaco Resources, Inc.
-5.27%
-$194.25 
UEC Uranium Energy Corp.
-5.22%
-$287.37 
LRCX Lam Research Corporation
-5.14%
-$58,025.52 
IRTC Irhythm Technologies Inc.
-5.1%
-$1,378.6 
FDS FactSet Research Systems Inc.
-5.06%
-$6,005.25 
INTC Intel Corporation
-4.91%
-$31,935.96 
ORCL Oracle Corporation
-4.7%
-$33,464.31 
EMBC Embecta Corp.
-4.59%
-$1.65 
APLD Applied Digital Corporation
-4.54%
-$6,160 
RH RH
-4.47%
-$155.62 
MU Micron Technology, Inc.
-4.45%
-$34,098.65 
AU AngloGold Ashanti plc
-4.44%
-$833.86 
BSX Boston Scientific Corporation
-4.26%
-$5,471.15 
ALNY Alnylam Pharmaceuticals Inc
-4.2%
-$444.64 
URI United Rentals, Inc.
-4.18%
-$1,161.54 
MTSI MACOM Technology Solutions Holdings, Inc.
-4.18%
-$2,509.5 
RIO Rio Tinto Plc Sponsored ADR
-4.13%
-$596.31 
DELL Dell Technologies Inc.
-4.05%
-$2,669.1 
CVNA Carvana Co.
-4.05%
-$2,450.25 
WDC Western Digital Corporation
-3.98%
-$12,966.75 
WGMI Valkyrie Bitcoin Miners ETF
-3.98%
-$4,762.5 
AGCO AGCO Corporation
-3.81%
-$10,217.24 
WPM Wheaton Precious Metals Corp.
-3.76%
-$94.24 
CECO CECO Environmental Corp.
-3.74%
-$3,448.57 
ESTA Establishment Labs Holdings Inc.
-3.73%
-$347.5 
WSC WillScot Holdings Corporation
-3.72%
-$192.4 
LEN Lennar Corporation
-3.69%
-$286.08 
SSRM Ssr Mining Inc.
-3.69%
-$2,085 
XME SPDR S&P Metals & Mining ETF
-3.63%
-$1,948.5 
QTTB Q32 Bio Inc.
-3.63%
-$687.31 
ENTG Entegris, Inc.
-3.61%
-$1,310.64 
LEN-B Lennar Corporation
-3.54%
-$212.8 
FLEX Flex Ltd.
-3.53%
-$199.03 
CMC Commercial Metals Company
-3.48%
-$412.8 
CPRT Copart Inc.
-3.47%
-$492.84 
GIS General Mills, Inc.
-3.46%
-$5,220.95 
KKR KKR & Co. Inc.
-3.37%
-$866.97 
CELH Celsius Holdings Inc.
-3.35%
-$1,850.4 
TEX Terex Corporation
-3.34%
-$254 
PRCT Procept BioRobotics Corporation
-3.32%
-$13.79 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-3.29%
-$550.29 
RAL Ralliant Corporation
-3.2%
-$51.48 
KD Kyndryl Holdings Inc.
-3.19%
-$2,314.87 
CHKP Check Point Software Technologies Ltd.
-3.18%
-$21.45 
SITE SiteOne Landscape Supply Inc.
-3.16%
-$1,016.61 
NODE VanEck Onchain Economy ETF
-3.15%
-$8,288 
FTAI FTAI Aviation Ltd.
-3.15%
-$1,166 
HUBS HubSpot, Inc.
-3.13%
-$172.8 
AMD Advanced Micro Devices, Inc.
-3.12%
-$98,405.73 
NRG NRG Energy, Inc.
-3.12%
-$349.2 
SNDK SanDisk Corporation
-3.11%
-$7,999.34 
MRP Millrose Properties Inc.
-3.05%
-$44.64 
TFPM Triple Flag Precious Metals Corp
-3.04%
-$360.5 
AEM Agnico Eagle Mines Limited
-3.03%
-$98.24 
CCJ Cameco Corporation
-3.03%
-$57.76 
KLAC KLA Corporation
-3.02%
-$13,659.1 
NVDY YieldMax NVDA Option Income Strategy ETF
-3.02%
-$38.5 
TER Teradyne, Inc.
-2.97%
-$1,162.8 
TZOO Travelzoo Inc.
-2.92%
-$516.25 
MTW Manitowoc Company Inc.
-2.88%
-$414.43 
IBM International Business Machines Corporation
-2.87%
-$209,551.04 
SMCI Super Micro Computer Inc
-2.86%
-$2,676 
GEV GE Vernova Inc.
-2.85%
-$28,894.36 
AMC AMC Entertainment Holdings, Inc.
-2.85%
-$64.61 
MHK Mohawk Industries, Inc.
-2.84%
-$181.75 
RPRX Royalty Pharma plc
-2.82%
-$1,549.26 
SOLS Sollensys Corp
-2.82%
-$2,677.5 
CARR Carrier Global Corporation
-2.81%
-$16,730.32 
WY Weyerhaeuser Company
-2.81%
-$891.54 
WMB The Williams Companies, Inc.
-2.81%
-$932.62 
JEF Jefferies Financial Group Inc.
-2.81%
-$3,162 
HLNE Hamilton Lane Inc.
-2.79%
-$74.52 
CLF Cleveland-Cliffs Inc.
-2.77%
-$154.1 
NXG NXG NextGen Infrastructure Income Fund
-2.75%
-$275.62 
NLY Annaly Capital Management, Inc.
-2.72%
-$1,476 
FJET Starfighters Space, Inc.
-2.68%
-$110 
AMAT Applied Materials, Inc.
-2.68%
-$18,184.96 
FTI TechnipFMC plc
-2.67%
-$524.16 
HAL Halliburton Company
-2.67%
-$389.07 
JBL Jabil Inc.
-2.67%
-$1,552.1 
GLW Corning Incorporated
-2.66%
-$44.85 
SOLV Solventum Corporation
-2.64%
-$173.74 
PHM PulteGroup Inc.
-2.64%
-$100.48 
RHI Robert Half Inc.
-2.62%
-$1,234.22 
Z Zillow Group Inc.
-2.61%
-$160.04 
ROM ProShares Ultra Technology ETF
-2.58%
-$1,516 
SYF Synchrony Financial
-2.57%
-$688.54 
FTV Fortive Corporation
-2.55%
-$743.85 
ICL ICL Group Ltd.
-2.55%
-$28.65 
ALC Alcon Inc.
-2.54%
-$549.84 
EPAC Enerpac Tool Group Corp.
-2.53%
-$436.08 
MOS Mosaic Company
-2.52%
-$5,702.4 
SII Sprott Inc.
-2.49%
-$533.77 
DHI D.R. Horton, Inc.
-2.46%
-$9,852.27 
IRWD Ironwood Pharmaceuticals Inc.
-2.46%
-$600 
EWT iShares MSCI Taiwan ETF
-2.43%
-$2,448 
TRP TC Energy Corporation
-2.43%
-$27.72 
BX Blackstone Inc.
-2.42%
-$3,400.8 
GMAB Genmab A/S Sponsored ADR
-2.41%
-$27.82 
SOXX iShares Semiconductor ETF
-2.39%
-$1,272 
GNRC Generac Holdings Inc.
-2.38%
-$1,346.72 
GRAB Grab Holdings Limited
-2.3%
-$14.91 
SLX VanEck Steel ETF
-2.29%
-$1,020 
ADBE Adobe Inc.
-2.29%
-$11,257.73 
MRVL Marvell Technology, Inc.
-2.26%
-$3,872.96 
NVDA NVIDIA Corporation
-2.26%
-$288,471.15 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.26%
-$33.5 
INOD Innodata Inc.
-2.25%
-$615 
WK Workiva Inc.
-2.24%
-$257,540 
ACCO Acco Brands Corporation
-2.23%
-$151.81 
LNN Lindsay Corporation
-2.22%
-$536 
PLTR Palantir Technologies Inc.
-2.19%
-$14,454.16 
NDAQ Nasdaq, Inc.
-2.19%
-$1,248.36 
WGO Winnebago Industries, Inc.
-2.17%
-$78.12 
PPG PPG Industries Inc.
-2.17%
-$244.12 
AMGN Amgen Inc.
-2.16%
-$8,729.89 
PFSI Pennymac Financial Services Inc.
-2.14%
-$212.8 
SMH VanEck Semiconductor ETF
-2.14%
-$1,596.4 
PCOR Procore Technologies Inc.
-2.12%
-$115 
SUN Sunoco L.P.
-2.11%
-$665.84 
RMBS Rambus Inc.
-2.08%
-$618.67 
EEM iShares MSCI Emerging Markets ETF
-2.08%
-$53,806.57 
COLL Collegium Pharmaceutical Inc.
-2.05%
-$138.63 
VICI Vici Properties Inc.
-2.04%
-$3,117.81 
CEG Constellation Energy Corporation
-2.04%
-$1,306.91 
IFN The India Fund, Inc.
-2.03%
-$967.38 
AROC Archrock Inc.
-2.03%
-$311.55 
FNV Franco-Nevada Corporation
-2.02%
-$32.22 
ACM Aecom
-2.02%
-$82.56 
RKT Rocket Companies, Inc. Class A
-2.01%
-$227.07 
ESGE iShares ESG Aware MSCI EM ETF
-2.01%
-$28.86 
CROX Crocs, Inc.
-1.99%
-$420.94 
OTIS Otis Worldwide Corporation
-1.98%
-$5,966.35 
BDX Becton, Dickinson and Company
-1.97%
-$333.7 
HWM Howmet Aerospace Inc.
-1.97%
-$50.38 
MRK Merck & Co., Inc.
-1.97%
-$63,959.5 
COF Capital One Financial Corporation
-1.96%
-$573.37 
NKE Nike, Inc. - Class B
-1.95%
-$273.02 
AMRZ Amrize Ltd.
-1.95%
-$320 
IEMG iShares Core MSCI Emerging Markets ETF
-1.94%
-$1.31M 
NEM Newmont Corporation
-1.94%
-$14,426.09 
ABT Abbott Laboratories
-1.92%
-$26,932.66 
CRNC Cerence Inc.
-1.9%
-$464.62 
WSM Williams-Sonoma, Inc.
-1.9%
-$6,436.8 
NDSN Nordson Corporation
-1.88%
-$306.74 
ASML ASML Holding N.V. New York Registry Shares
-1.87%
-$3,230 
XNTK SPDR NYSE Technology ETF
-1.86%
-$1,117.03 
BOC Boston Omaha Corporation
-1.86%
-$38.25 
AVEM Avantis Emerging Markets Equity ETF
-1.85%
-$106,577.5 
DHR Danaher Corporation
-1.84%
-$3,462.49 
INTZ Intrusion Inc.
-1.84%
-$69.02 
VNT Vontier Corporation
-1.84%
-$49.73 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.8%
-$31.25 
MCHP Microchip Technology Incorporated
-1.78%
-$540.8 
PSP Invesco Global Listed Private Equity ETF
-1.77%
-$864 
SLB Schlumberger Limited
-1.77%
-$5,079.28 
UBS UBS Group AG
-1.76%
-$131.24 
NTNX Nutanix, Inc.
-1.75%
-$481.75 
APO Apollo Global Management, Inc.
-1.75%
-$400.75 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$2,128 
PH Parker-Hannifin Corporation
-1.74%
-$1,689.12 
YBIT YieldMax Bitcoin Option Income Strategy ETF
-1.74%
-$3.6 
MDU MDU Resources Group, Inc.
-1.74%
-$601.12 
GLD SPDR Gold Shares
-1.73%
-$26,268.42 
ES Eversource Energy
-1.73%
-$2,986.47 
SPMO Invesco S&P 500 Momentum ETF
-1.72%
-$5,179.98 
IAU iShares Gold Trust
-1.72%
-$28,053.35 
MD Pediatrix Medical Group, Inc.
-1.72%
-$325.5 
NXRT NexPoint Residential Trust Inc.
-1.71%
-$13.65 
ANET Arista Networks, Inc.
-1.69%
-$17,484.95 
MTUM iShares MSCI USA Momentum Factor ETF
-1.68%
-$5,278.33 
EQIX Equinix, Inc.
-1.67%
-$714.22 
AMT American Tower Corporation
-1.66%
-$7,072.24 
KOID KraneShares Global Healthcare & Environmental Index ETF
-1.66%
-$135 
HD The Home Depot, Inc.
-1.66%
-$71,270.99 
ARGX argenx SE American Depositary Receipt
-1.66%
-$33.22 
SAP SAP SE Sponsored ADR
-1.65%
-$418.66 
IRM Iron Mountain Inc.
-1.65%
-$450.3 
EMR Emerson Electric Co.
-1.64%
-$30,285.06 
SPGI S&P Global Inc.
-1.63%
-$2,615.89 
FNF Fidelity National Financial, Inc.
-1.63%
-$210.25 
STLD Steel Dynamics Inc.
-1.62%
-$864.11 
TPL Texas Pacific Land Corporation
-1.6%
-$239.6 
VSH Vishay Intertechnology Inc.
-1.59%
-$269.17 
META Meta Platforms Inc Class A
-1.59%
-$87,475.23 
EPC Edgewell Personal Care Co.
-1.59%
-$262.3 
TOST Toast Inc.
-1.59%
-$18.02 
PBA Pembina Pipeline Corporation
-1.58%
-$1,277.64 
WYNN Wynn Resorts, Limited
-1.56%
-$352.7 
PUK Prudential plc ADR
-1.55%
-$18.48 
PLTK Playtika Holding Corp
-1.55%
-$213.5 
HSBC HSBC Holdings plc Sponsored ADR
-1.52%
-$1,398.4 
SYK Stryker Corporation
-1.52%
-$7,931.69 
IEX IDEX Corporation
-1.52%
-$256.5 
BIPC Brookfield Infrastructure Partners L.P.
-1.51%
-$195.44 
AIQ Global X Artificial Intelligence & Technology ETF
-1.5%
-$899 
MCO Moody's Corporation
-1.49%
-$855.47 
VWO Vanguard FTSE Emerging Markets ETF
-1.48%
-$36,255.6 
REGN Regeneron Pharmaceuticals, Inc.
-1.48%
-$369.18 
IETC iShares U.S. Tech Independence Fund
-1.47%
-$430.94 
RGS Regis Corporation
-1.47%
-$303.75 
RPG Invesco S&P 500 Pure Growth ETF
-1.46%
-$369.6 
PWR Quanta Services Inc.
-1.46%
-$2,190.43 
ETN Eaton Corporation plc
-1.46%
-$38,329.5 
PBI Pitney Bowes Inc.
-1.46%
-$237.5 
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$21.84 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.45%
-$1,924.13 
UIS Unisys Corporation
-1.43%
-$147 
APH Amphenol Corporation
-1.43%
-$3,942.36 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.43%
-$3,237.3 
GLPI Gaming and Leisure Properties, Inc.
-1.42%
-$118.59 
OC Owens Corning
-1.42%
-$237.9 
JCI Johnson Controls International plc
-1.42%
-$1,074.2 
HODL VanEck Bitcoin ETF
-1.4%
-$31 
IBIT iShares Bitcoin Trust
-1.4%
-$16,573.84 
DLR Digital Realty Trust, Inc.
-1.39%
-$1,448.86 
FAD First Trust Multi Cap Growth Fund
-1.38%
-$1,035.25 
NUE Nucor Corporation
-1.38%
-$466.36 
GBTC Grayscale Bitcoin Trust ETF
-1.37%
-$75.53 
LIFE Ethos Technologies Inc.
-1.37%
-$2,868.34 
TSCO Tractor Supply Company
-1.37%
-$5,558.13 
VLTO Veralto Corporation
-1.37%
-$174.82 
ALGN Align Technology, Inc.
-1.36%
-$187.65 
BITB Bitwise Bitcoin ETF
-1.35%
-$1,104 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-1.35%
-$789.6 
CSCO Cisco Systems, Inc.
-1.35%
-$39,786.84 
DG Dollar General Corporation
-1.34%
-$2,546.75 
EIX Edison International
-1.34%
-$167.86 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$873.3 
BAX Baxter International Inc.
-1.33%
-$91.65 
NWS News Corporation
-1.33%
-$288.64 
IWO iShares Russell 2000 Growth ETF
-1.33%
-$34,298.01 
IXUS iShares Core International Stock ETF
-1.33%
-$57,154.82 
HRMY Harmony Biosciences Holdings, Inc.
-1.32%
-$165 
IDXX IDEXX Laboratories, Inc.
-1.32%
-$183.74 
CNP CenterPoint Energy Inc.
-1.32%
-$89.25 
WCMI First Trust WCM International Equity ETF
-1.32%
-$61,102.08 
FYC First Trust Small Cap Growth Fund
-1.3%
-$1,660.04 
FG F&G Annuities & Life Inc.
-1.3%
-$11.16 
QTUM Defiance Quantum ETF
-1.29%
-$714.37 
BITO ProShares Bitcoin ETF
-1.28%
-$165.37 
XLK State Street Technology Select Sector SPDR ETF
-1.28%
-$35,102.4 
KEYS Keysight Technologies, Inc.
-1.27%
-$1,808.23 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.27%
-$96,506.4 
VEU Vanguard FTSE All-World ex-US ETF
-1.27%
-$15,466.67 
BITW Bitwise 10 Crypto Index Fund
-1.27%
-$8,838.64 
CBRE CBRE Group Inc.
-1.27%
-$295.59 
CAT Caterpillar Inc.
-1.26%
-$141,895.98 
AKRE Akre Focus ETF
-1.26%
-$5,430.24 
AMID Argent Mid Cap ETF
-1.26%
-$77.35 
UGI UGI Corporation
-1.26%
-$1,552 
XLB Materials Select Sector SPDR Fund
-1.25%
-$4,940.7 
MSCI MSCI Inc.
-1.25%
-$208.5 
GWX SPDR S&P International Small Cap ETF
-1.25%
-$461.68 
SCHA Schwab U.S. Small-Cap ETF
-1.25%
-$2,394.45 
WCN Waste Connections Inc.
-1.24%
-$168.42 
VMI Valmont Industries, Inc.
-1.24%
-$101.32 
IHG Intercontinental Hotels Group PLC ADR
-1.23%
-$13.37 
BCS Barclays PLC Sponsored ADR
-1.23%
-$27.62 
BLV Vanguard Long-Term Bond ETF
-1.23%
-$100.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.22%
-$43,286.04 
LIN Linde plc
-1.22%
-$1,644.41 
HRB H&R Block Inc.
-1.22%
-$165 
RBA Rb Global Inc.
-1.21%
-$109.76 
SE Sea Ltd.
-1.21%
-$17.03 
MLPX Global X MLP & Energy Infrastructure ETF
-1.2%
-$454.75 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.2%
-$139.23 
SJM The J.M. Smucker Company
-1.2%
-$182.9 
EFG iShares MSCI EAFE Growth ETF
-1.2%
-$24,822.92 
PIPR Piper Sandler Companies
-1.19%
-$384.3 
MPC Marathon Petroleum Corporation
-1.18%
-$4,597.56 
Q Qnity Electronics Inc.
-1.18%
-$876.15 
HRI Herc Holdings Inc.
-1.17%
-$95.2 
SCHM Schwab U.S. Mid-Cap ETF
-1.17%
-$705.5 
PRKS United Parks & Resorts Inc.
-1.17%
-$61.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.16%
-$12 
INDA ISHARES MSCI INDIA ETF
-1.16%
-$223.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.16%
-$14,976.67 
SCHF Schwab International Equity ETF
-1.15%
-$1,493.05 
TSLA Tesla, Inc.
-1.15%
-$6,170.76 
SRE Sempra
-1.14%
-$279.36 
NXT Nextracker Inc.
-1.13%
-$51.04 
ROK Rockwell Automation, Inc.
-1.13%
-$16,425.6 
TT Trane Technologies plc
-1.13%
-$615.61 
INSM Insmed Inc.
-1.13%
-$482.85 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$2,353.87 
XYL Xylem Inc.
-1.12%
-$396.88 
IGM iShares Expanded Tech Sector ETF
-1.12%
-$91 
NOK Nokia Corporation Sponsored ADR
-1.11%
-$23.16 
IWP iShares Russell Mid-Cap Growth ETF
-1.11%
-$94,948.7 
GRNI Fundstrat Granny Shots US Large Cap & Income ETF
-1.11%
-$644.33 
LOW Lowe's Companies Inc.
-1.11%
-$3,281.04 
GS The Goldman Sachs Group, Inc.
-1.1%
-$14,449.92 
ARE Alexandria Real Estate Equities, Inc.
-1.1%
-$144.3 
VTRS Viatris Inc.
-1.09%
-$164.16 
JMHI JPMorgan High Yield Municipal ETF
-1.09%
-$8,809.13 
TXN Texas Instruments Inc
-1.09%
-$6,312.75 
CCEF Calamos CEF Income & Arbitrage ETF
-1.07%
-$7.96 
KMI Kinder Morgan, Inc.
-1.07%
-$1,512.53 
CGGR Capital Group Growth ETF
-1.06%
-$247.5 
CSQ Calamos Strategic Total Return Fund
-1.05%
-$165 
TGT Target Corporation
-1.05%
-$19,699.22 
NUSC Nuveen ESG Small-Cap ETF
-1.05%
-$15.9 
GSK GSK plc Sponsored ADR
-1.05%
-$681.36 
CHD Church & Dwight Co., Inc.
-1.04%
-$237.6 
ORLY O'Reilly Automotive Inc.
-1.03%
-$1,748.85 
VXF Vanguard Extended Market ETF
-1.03%
-$167.62 
IBKR Interactive Brokers Group Inc.
-1.03%
-$531.96 
WOOD iShares Global Timber & Forestry ETF
-1.03%
-$255.19 
AAON Aaon Inc.
-1.03%
-$7.9 
NVO Novo Nordisk A/S Sponsored ADR
-1.02%
-$202.02 
WLY John Wiley & Sons Inc.
-1.02%
-$147 
DPZ Domino's Pizza Inc.
-1.02%
-$59.03 
VTWO Vanguard Russell 2000 ETF
-1.02%
-$308.31 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$38,875.2 
RYT Invesco S&P 500 Equal Weight ETF
-1.01%
-$763.75 
FNDF Schwab Fundamental International Large Company Index ETF
-1.01%
-$2,584.87 
MS Morgan Stanley
-1%
-$8,177.2 
CMI Cummins Inc.
-1%
-$338.55 
VB Vanguard Small-Cap ETF
-1%
-$6,485.66 
GEHC GE HealthCare Technologies Inc.
-1%
-$286 
IWM iShares Russell 2000 ETF
-0.99%
-$98,681.5 
ON ON Semiconductor Corporation
-0.99%
-$70.7 
ZS Zscaler Inc.
-0.98%
-$652 
KHC The Kraft Heinz Company
-0.98%
-$2,170.8 
SHW The Sherwin-Williams Company
-0.96%
-$15,619.95 
VGT Vanguard Information Technology ETF
-0.96%
-$2,320 
WDAY Workday Inc.
-0.96%
-$223.12 
DINT Davis Select International Fund
-0.96%
-$2,542.5 
CSRE Cohen & Steers Real Estate Active ETF
-0.96%
-$127,125.99 
MPLX MPLX LP
-0.95%
-$287.5 
IP International Paper Company
-0.95%
-$329.01 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.95%
-$825.03 
VONG Vanguard Russell 1000 Growth Fund
-0.95%
-$4,857.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$58,778.85 
CLX The Clorox Company
-0.95%
-$3,400 
VOT Vanguard Mid-Cap Growth ETF
-0.95%
-$1,110.78 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$581,437.47 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$3.08 
AVPT AvePoint, Inc.
-0.94%
-$2.43 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.94%
-$1,709.66 
FIVA Fidelity International Value Factor ETF
-0.93%
-$185 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.93%
-$677.23 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.92%
-$12.61 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.92%
-$1,118.74 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.92%
-$1,118.23 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$307,453.07 
RDVY First Trust Rising Dividend Achievers ETF
-0.92%
-$740.74 
UNH UnitedHealth Group Incorporated
-0.92%
-$15,526.8 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$18,260.48 
DSI iShares MSCI KLD 400 Social ETF
-0.91%
-$83.47 
ASGI abrdn Global Infrastructure Fund
-0.9%
-$35 
ADI Analog Devices, Inc.
-0.9%
-$7,781.42 
MCK McKesson Corporation
-0.9%
-$5,389.87 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.9%
-$171.82 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$670,195.45 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.89%
-$160.65 
MMM 3M Company
-0.88%
-$5,191 
EFA iShares MSCI EAFE ETF
-0.88%
-$102,558.28 
SANM Sanmina Corporation
-0.87%
-$199.9 
DAL Delta Air Lines, Inc.
-0.87%
-$26.71 
JHMM John Hancock Multifactor Mid Cap ETF
-0.87%
-$554.88 
IHE iShares U.S. Pharmaceuticals ETF
-0.87%
-$132.75 
NWG NatWest Group plc Sponsored ADR
-0.86%
-$23.52 
BLK BlackRock, Inc.
-0.86%
-$17,911.37 
AZO AutoZone Inc.
-0.86%
-$2,789.92 
AME Ametek Inc.
-0.85%
-$298.96 
XEL Xcel Energy Inc.
-0.85%
-$176.53 
IJS iShares S&P Small-Cap 600 Value ETF
-0.85%
-$69 
O Realty Income Corporation
-0.85%
-$2,316.93 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.85%
-$183.23 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.84%
-$34.3 
PAG Penske Automotive Group Inc.
-0.84%
-$130.64 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.84%
-$17.8 
VNQ Vanguard Real Estate ETF
-0.84%
-$116,393.6 
ACWI iShares MSCI ACWI ETF
-0.84%
-$156.02 
VT Vanguard Total World Stock ETF
-0.84%
-$450.24 
IWR iShares Russell Mid-Cap ETF
-0.84%
-$126,581.88 
CTAS Cintas Corporation
-0.83%
-$420.84 
BMY Bristol-Myers Squibb Company
-0.83%
-$9,346.45 
WM Waste Management, Inc.
-0.83%
-$5,840.77 
XLI Industrial Select Sector SPDR Fund
-0.83%
-$2,456.62 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.82%
-$2,809.88 
DB Deutsche Bank AG
-0.82%
-$16.41 
AVGO Broadcom Inc.
-0.82%
-$24,570.1 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.81%
-$24.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.81%
-$18,447.8 
VO Vanguard Mid-Cap ETF
-0.81%
-$84,901.74 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.81%
-$8,544.69 
STEP StepStone Group Inc.
-0.81%
-$20.6 
MSGS Madison Square Garden Sports Corp.
-0.81%
-$127.4 
XLRE The Real Estate Select Sector SPDR Fund
-0.81%
-$413.35 
LHX L3Harris Technologies, Inc.
-0.8%
-$2,560.75 
IUSG iShares Core S&P U.S. Growth ETF
-0.8%
-$27.27 
MBB iShares MBS ETF
-0.8%
-$908.46 
GGG Graco Inc.
-0.79%
-$9,982.5 
CCEP Coca-Cola Europacific Partners PLC
-0.79%
-$8.2 
FCN Fti Consulting Inc.
-0.79%
-$8.33 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.78%
-$1,361.95 
FDXF FedEx Freight Holding Company Inc.
-0.78%
-$81.48 
WLFC Willis Lease Finance Corporation
-0.78%
-$151.83 
PFE Pfizer Inc.
-0.77%
-$7,199.7 
OGE Oge Energy Corp.
-0.77%
-$468 
SPHQ Invesco S&P 500 Quality ETF
-0.76%
-$374.04 
LYG Lloyds Banking Group Plc ADR
-0.76%
-$11.38 
RWX SPDR Dow Jones International Real Estate ETF
-0.76%
-$44.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.76%
-$7,773.4 
AVIV Avantis International Large Cap Value ETF
-0.75%
-$42,034.14 
MRSK Toews Agility Shares Managed Risk ETF
-0.75%
-$66.9 
IOSP Innospec Inc.
-0.75%
-$44.1 
IWN iShares Russell 2000 Value ETF
-0.75%
-$10,663.95 
AMLP Alerian MLP ETF
-0.75%
-$680.4 
FV First Trust Dorsey Wright Focus 5 ETF
-0.75%
-$294.3 
LNT Alliant Energy Corporation
-0.74%
-$988.28 
XPOF Xponential Fitness Inc.
-0.74%
-$48 
RS Reliance Inc.
-0.74%
-$151.84 
DECK Deckers Outdoor Corporation
-0.73%
-$116.82 
AEE Ameren Corporation
-0.73%
-$636.48 
SCHH Schwab U.S. REIT ETF
-0.73%
-$1,625.2 
IWS iShares Russell Mid-Cap Value ETF
-0.73%
-$26,815.05 
CM Canadian Imperial Bank of Commerce
-0.72%
-$17.43 
SUSA iShares MSCI USA ESG Select ETF
-0.71%
-$2.23 
MUB iShares National Muni Bond ETF
-0.71%
-$5,957.91 
UAL United Airlines Holdings, Inc.
-0.71%
-$7,600 
ATO Atmos Energy Corporation
-0.71%
-$92.04 
FIGB Fidelity Investment Grade Bond ETF
-0.7%
-$49.27 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$1,875.82 
VTEB Vanguard Tax-Exempt Bond ETF
-0.69%
-$4,439.42 
IMCB iShares Morningstar Mid-Cap ETF
-0.69%
-$532.65 
RY Royal Bank of Canada
-0.69%
-$36.92 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.69%
-$4,330.88 
LSCC Lattice Semiconductor Corporation
-0.68%
-$129.56 
VTV Vanguard Value ETF
-0.68%
-$22,807.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$35.75 
SSNC SS&C Technologies Holdings Inc.
-0.68%
-$115.56 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.68%
-$125,558.94 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.68%
-$185,591.01 
SDIV Global X SuperDividend ETF
-0.68%
-$113.22 
REX Rex American Resources Corporation
-0.68%
-$87 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$1,582.6 
IUSB iShares Core Universal USD Bond ETF
-0.68%
-$600.96 
XLU Utilities Select Sector SPDR Fund
-0.68%
-$2,076.4 
FSMD Fidelity Small-Mid Multifactor ETF
-0.67%
-$20.05 
YUMC Yum China Holdings Inc.
-0.67%
-$57.28 
BND Vanguard Total Bond Market Index Fund
-0.67%
-$1,735.2 
SBUX Starbucks Corporation
-0.67%
-$361.51 
MTD Mettler-Toledo International Inc.
-0.66%
-$59.92 
GPC Genuine Parts Company
-0.66%
-$1,827.59 
PLD Prologis Inc.
-0.66%
-$302.51 
IWB iShares Russell 1000 ETF
-0.66%
-$845.78 
AEP American Electric Power Company, Inc.
-0.66%
-$1,021.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$19,886.29 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.66%
-$0.97 
PTRB PGIM Total Return Bond ETF
-0.65%
-$23,008.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$5,718.96 
VNOM Viper Energy Inc. Class A Common Stock
-0.65%
-$74.46 
DUK Duke Energy Corporation
-0.65%
-$786.24 
PDT John Hancock Premium Dividend Fund
-0.65%
-$63.04 
LUV Southwest Airlines Co.
-0.65%
-$5.5 
MKC McCormick & Company, Incorporated
-0.64%
-$33.33 
BURL Burlington Stores Inc.
-0.64%
-$97.92 
CTRE CareTrust REIT Inc.
-0.64%
-$19.25 
BA Boeing Company
-0.64%
-$3,175.94 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.63%
-$86,365.46 
JQC Nuveen Credit Strategies Income Fund
-0.63%
-$16.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$2,419 
DFUS Dimensional U.S. Equity Market ETF
-0.63%
-$1.04 
FPE First Trust Preferred Securities and Income ETF
-0.63%
-$25,279.21 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.62%
-$3.56 
MAR Marriott International Inc. - Class A
-0.62%
-$221.4 
VONE Vanguard Russell 1000 ETF
-0.62%
-$740.89 
VHT Vanguard Health Care ETF
-0.61%
-$627.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.61%
-$119.22 
AVUS Avantis U.S. Equity ETF
-0.61%
-$1,543.66 
ICE Intercontinental Exchange, Inc.
-0.61%
-$2,055.8 
SNA Snap-on Inc.
-0.61%
-$121.37 
AVLC Avantis U.S. Large Cap Equity ETF
-0.61%
-$36,043.7 
ALL Allstate Corporation
-0.6%
-$6,217.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$671.76 
VOO Vanguard S&P 500 ETF
-0.6%
-$547.95 
IVV iShares Core S&P 500 ETF
-0.6%
-$649,044.22 
NJR New Jersey Resources Corporation
-0.6%
-$140.8 
DFAT Dimensional US Targeted Value ETF
-0.6%
-$0.42 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$2,335.2 
VTHR Vanguard Russell 3000 ETF
-0.59%
-$8,809.24 
LPLA LPL Financial Holdings Inc.
-0.59%
-$279.45 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$15,721.86 
GILD Gilead Sciences Inc.
-0.59%
-$3,198.77 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.59%
-$299.8 
DD DuPont de Nemours, Inc.
-0.59%
-$294.75 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$151.02 
DSU BlackRock Debt Strategies Fund Inc.
-0.58%
-$16.5 
SHOP Shopify Inc.
-0.58%
-$13.32 
NOV Nov Inc.
-0.58%
-$65.5 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.58%
-$1,092 
VVV Valvoline Inc.
-0.58%
-$133.87 
WU Western Union Co.
-0.58%
-$39.16 
SHYM iShares High Yield Bond ETF
-0.57%
-$2,683.75 
GEW Cambria Global Equal Weight ETF
-0.57%
-$36,530.24 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$1.87 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.56%
-$143.1 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.56%
-$183.6 
PHIN Phinia Inc.
-0.56%
-$44.4 
EWJ iShares MSCI Japan ETF
-0.55%
-$287.3 
FDEV Fidelity International Multi-Asset Fund
-0.54%
-$22.55 
PBDC Putnam BDC Income ETF
-0.54%
-$6.75 
WFC Wells Fargo & Company
-0.54%
-$11,037.15 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$1,804.22 
MKL Markel Group Inc.
-0.53%
-$104.28 
WAT Waters Corporation
-0.53%
-$162.26 
ISPY ProShares S&P High Income ETF
-0.52%
-$25 
VUG Vanguard Growth ETF
-0.52%
-$23,322.39 
WEC WEC Energy Group Inc.
-0.52%
-$18.7 
GE General Electric Company
-0.52%
-$3,573.38 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$1,879.08 
BATRK Atlanta Braves Holdings, Inc.
-0.51%
-$81.86 
ENDW Cambria Endowment Style ETF
-0.51%
-$61,500.47 
SAN Banco Santander S.A. Sponsored ADR
-0.51%
-$21.07 
SDY SPDR S&P Dividend ETF
-0.51%
-$141.18 
HLIT Harmonic Inc.
-0.51%
-$86.7 
AVUV Avantis U.S. Small Cap Value ETF
-0.51%
-$118.44 
XLV Health Care Select Sector SPDR Fund
-0.5%
-$747.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$3,685.04 
LYV Live Nation Entertainment, Inc.
-0.5%
-$42.25 
SPYI NEOS S&P 500 High Income ETF
-0.5%
-$26.5 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$2,261 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.49%
-$144.06 
AMZN Amazon.com Inc
-0.49%
-$30,409.04 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$612 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.49%
-$3,968.61 
CMS CMS Energy Corporation
-0.48%
-$42.57 
SCHP Schwab U.S. TIPS ETF
-0.48%
-$337.25 
TIP iShares TIPS Bond ETF
-0.48%
-$72.1 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.48%
-$1,728.47 
RCL Royal Caribbean Group
-0.48%
-$372 
ROP Roper Technologies Inc.
-0.47%
-$137.17 
EMLP First Trust North American Energy Infrastructure Fund
-0.47%
-$38.43 
APD Air Products and Chemicals, Inc.
-0.47%
-$2,181.2 
ARKX ARK Space & Defense Innovation ETF
-0.47%
-$72 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.46%
-$67.32 
NET Cloudflare Inc.
-0.46%
-$198.72 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$2,245.84 
GWW W.W. Grainger, Inc.
-0.46%
-$680.94 
MA Mastercard Incorporated
-0.45%
-$5,286.48 
TNET TriNet Group, Inc.
-0.45%
-$90 
PSX Phillips 66
-0.45%
-$1,457.82 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.45%
-$35.15 
FAB First Trust Multi-Cap Value Fund
-0.45%
-$358.14 
AXP American Express Company
-0.45%
-$5,511.84 
AER AerCap Holdings N.V.
-0.44%
-$5.62 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.44%
-$58.05 
FELC Fidelity Enhanced Large Cap Core ETF
-0.44%
-$320.53 
RSG Republic Services, Inc.
-0.44%
-$92.15 
IYC iShares U.S. Consumer Discretionary ETF
-0.43%
-$1,020 
XYLD Global X S&P 500 Covered Call ETF
-0.43%
-$36 
AVLV Avantis U.S. Large Cap Value ETF
-0.42%
-$847.27 
JPM JPMorgan Chase & Co.
-0.42%
-$44,439 
MLM Martin Marietta Materials, Inc.
-0.42%
-$805.14 
DNP DNP Select Income Fund Inc.
-0.42%
-$198.99 
BRO Brown & Brown Inc.
-0.42%
-$316.68 
BIZD VanEck BDC Income ETF
-0.42%
-$5.5 
AJG Arthur J. Gallagher & Co.
-0.42%
-$81.6 
IYF iShares U.S. Financials ETF
-0.42%
-$113 
USMV iShares MSCI USA Min Vol Factor ETF
-0.41%
-$362.85 
HRL Hormel Foods Corporation
-0.41%
-$3,699.29 
XLF Financial Select Sector SPDR Fund
-0.4%
-$3,246.22 
AFL Aflac Inc.
-0.4%
-$8,506.78 
INTU Intuit Inc.
-0.4%
-$164.34 
IMO Imperial Oil Limited
-0.4%
-$5.2 
CRM Salesforce Inc
-0.39%
-$462.65 
STRA Strategic Education Inc.
-0.38%
-$57.04 
EFV iShares MSCI EAFE Value ETF
-0.37%
-$5,644.02 
FLRG Fidelity U.S. Multifactor ETF
-0.37%
-$59.75 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.37%
-$1.56 
MDLZ Mondelez International, Inc.
-0.37%
-$2,577.15 
TMO Thermo Fisher Scientific Inc.
-0.37%
-$7,503.6 
ICFI ICF International Inc.
-0.36%
-$2.17 
FYT First Trust Small Cap Value Fund
-0.36%
-$789.57 
WDFC WD-40 Company
-0.35%
-$37.18 
IWD iShares Russell 1000 Value ETF
-0.35%
-$293.7 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.35%
-$45.2 
MDT Medtronic plc
-0.35%
-$1,445.12 
YUM Yum! Brands, Inc.
-0.35%
-$147.97 
XLE Energy Select Sector SPDR Fund
-0.34%
-$4,501.35 
ED Consolidated Edison, Inc.
-0.34%
-$60.68 
VVR Invesco Senior Income Trust
-0.34%
-$9 
UHAL U-Haul Holding Company
-0.33%
-$7.56 
RGTI Rigetti Computing Inc
-0.33%
-$0.05 
SO The Southern Company
-0.33%
-$2,313.33 
HLT Hilton Worldwide Holdings Inc.
-0.33%
-$119 
HLN Haleon Plc - ADR
-0.33%
-$6.9 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$289.68 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$6,813.75 
PFLD AAM Low Duration Preferred and Income Securities ETF
-0.32%
-$189.66 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.31%
-$165.03 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.31%
-$1.69 
DGRO iShares Core Dividend Growth ETF
-0.31%
-$30.49 
JNJ Johnson & Johnson
-0.31%
-$17,588.72 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.31%
-$118.61 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.3%
-$67.35 
VLO Valero Energy Corporation
-0.3%
-$939.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.29%
-$413.48 
GRNT Granite Ridge Resources Inc.
-0.29%
-$1.5 
WRB W.R. Berkley Corporation
-0.29%
-$65.6 
BR Broadridge Financial Solutions, Inc.
-0.29%
-$621.82 
CVX Chevron Corporation
-0.28%
-$16,002.13 
OXY Occidental Petroleum Corporation
-0.28%
-$151.9 
AEG Aegon N.V.
-0.28%
-$22,500 
UHAL-B U-Haul Holding Company
-0.28%
-$50.22 
TMUS T-Mobile US, Inc.
-0.27%
-$193.35 
KMB Kimberly-Clark Corporation
-0.27%
-$177.28 
FTCS First Trust Capital Strength ETF
-0.27%
-$216.58 
COR Cencora, Inc.
-0.27%
-$270.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$342.74 
BAC Bank of America Corporation
-0.26%
-$5,101.47 
RPM RPM International Inc.
-0.26%
-$31.46 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.25%
-$975 
HCA HCA Healthcare Inc.
-0.24%
-$135.96 
SUB iShares Short-Term National Muni Bond ETF
-0.24%
-$636.99 
SHY iShares 1-3 Year Treasury Bond ETF
-0.24%
-$399.75 
AIG American International Group Inc.
-0.23%
-$47.08 
STT State Street Corp
-0.23%
-$61.41 
LNTH Lantheus Holdings, Inc.
-0.23%
-$16.79 
VDE Vanguard Energy ETF
-0.22%
-$54.4 
MCD McDonald's Corporation
-0.21%
-$4,552.7 
JPC Nuveen Preferred & Income Opportunities Fund
-0.21%
-$14.4 
FXO First Trust Financials AlphaDEX Fund
-0.21%
-$33.75 
NSC Norfolk Southern Corporation
-0.21%
-$3,047.16 
SAH Sonic Automotive Inc.
-0.2%
-$24 
WTFC Wintrust Financial Corporation
-0.19%
-$33.06 
ACGL Arch Capital Group Ltd
-0.19%
-$71.97 
SPOT Spotify Technology S.A.
-0.19%
-$87.44 
NFLX Netflix, Inc.
-0.18%
-$1,902.56 
NTAP NetApp, Inc.
-0.18%
-$2,169.28 
CL Colgate-Palmolive Company
-0.18%
-$1,873.44 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.18%
-$10,239.1 
AWK American Water Works Company, Inc.
-0.18%
-$13 
COST Costco Wholesale Corporation
-0.18%
-$717.09 
NIC Nicolet Bankshares Inc.
-0.18%
-$28.5 
LSTR Landstar System Inc.
-0.17%
-$20.4 
KEY KeyCorp
-0.16%
-$4.69 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.16%
-$19,797.92 
V Visa Inc. Class A
-0.14%
-$6,286.28 
TTE TotalEnergies SE
-0.14%
-$151.5 
ECL Ecolab Inc.
-0.12%
-$666.4 
LYB LyondellBasell Industries N.V.
-0.12%
-$24.96 
ING ING Groep N.V. Sponsored ADR
-0.12%
-$24.84 
RIGL Rigel Pharmaceuticals, Inc.
-0.11%
-$20 
AKBA Akebia Therapeutics Inc.
-0.1%
-$0.5 
AES AES Corporation
-0.1%
-$45.84 
CME CME Group Inc.
-0.1%
-$1,149.74 
ETHD ProShares UltraShort Ether ETF
-0.1%
-$0.15 
HIG The Hartford Insurance Group, Inc.
-0.1%
-$13.91 
ROST Ross Stores, Inc.
-0.09%
-$29.6 
JPST JPMorgan Ultra-Short Income ETF
-0.09%
-$11.25 
MRSH Marsh & McLennan Companies, Inc.
-0.08%
-$274.4 
CTSH Cognizant Technology Solutions Corporation
-0.08%
-$13.59 
SU Suncor Energy Inc.
-0.07%
-$3.65 
CDNS Cadence Design Systems, Inc.
-0.07%
-$32.6 
FDLO Fidelity Low Volatility Factor ETF
-0.07%
-$52.5 
FLDR Fidelity Low Duration Bond ETF
-0.07%
-$0.7 
DVY iShares Select Dividend ETF
-0.06%
-$207.5 
BNY BlackRock New York Municipal Income Trust
-0.06%
-$53.28 
MSFT Microsoft Corp.
-0.05%
-$12,379 
CTVA Corteva Inc.
-0.05%
-$540.12 
WMT Walmart Inc.
-0.05%
-$1,915.75 
TTD The Trade Desk, Inc. Class A
-0.04%
-$2.5 
TJX The TJX Companies, Inc.
-0.03%
-$452.44 
APA APA Corporation
-0.03%
-$2.37 
FTSM First Trust Enhanced Short Maturity Fund
-0.03%
-$30 
DE Deere & Company
-0.02%
-$2,290.88 
FXN First Trust Energy AlphaDEX Fund
-0.02%
-$18.87 
CSGP CoStar Group, Inc.
-0.02%
-$0.8 
SAIA Saia, Inc.
-0.02%
-$1.98 
NOW ServiceNow, Inc.
-0.01%
-$19.1 
EPD Enterprise Products Partners L.P.
-0.01%
-$21.83 
GRAL Grail, Inc.
-0.01%
-$0.1 
RTX RTX Corporation
-0.01%
-$295.52 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$1,034.34 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$1.01 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 3406 | Longs Won 2133/3406 62% | Profit Factor 10.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $668,093.61 |
| Average Win $110,579.49 | Best Trade (Sep 08) $23.49M | Sharpe Ratio -11.46 |
| Average Loss -$18,337.15 | Worst Trade (Aug 18) -$2.67M | Z-Score 11.21 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $62,398.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 10 | $934.17 | $762.3 | - | -$171.87 | -18.4% | -1.026% |
| AAPL Apple Inc. | 109,636 | $24.63M | $35.66M | - | $11.04M | 44.82% | +3.149% |
| ABBV AbbVie Inc. | 24,192 | $5.16M | $6.15M | - | $990,218.83 | 19.19% | +1.343% |
| ABT Abbott Laboratories | 13,333 | $1.76M | $1.38M | - | -$380,425.06 | -21.66% | -1.92% |
| ACCO Acco Brands Corporation | 1,598 | $6,696 | $6,655.67 | - | -$40.33 | -0.6% | -2.23% |
| ACGL Arch Capital Group Ltd | 389 | $37,375.57 | $37,316.77 | - | -$58.8 | -0.16% | -0.192% |
| ACM Aecom | 64 | $5,935 | $4,014.72 | - | -$1,920.28 | -32.36% | -2.015% |
| ACN Accenture plc Class A | 19,572 | $6.06M | $3.48M | - | -$2.58M | -42.62% | +1.03% |
| ACWI iShares MSCI ACWI ETF | 116 | $13,501 | $18,421.38 | - | $4,920.38 | 36.44% | -0.84% |
| ADBE Adobe Inc. | 1,931 | $540,172.27 | $480,876.93 | - | -$59,295.34 | -10.98% | -2.288% |
| ADI Analog Devices, Inc. | 2,376 | $674,566.68 | $859,624.92 | - | $185,058.24 | 27.43% | -0.897% |
| ADP Automatic Data Processing Inc. | 6,114 | $1.77M | $1.63M | - | -$141,850.84 | -7.99% | +0.69% |
| ADSK Autodesk, Inc. | 88 | $23,038.76 | $18,526.14 | - | -$4,512.62 | -19.59% | +1.89% |
| AEE Ameren Corporation | 816 | $83,184.05 | $86,063.52 | - | $2,879.47 | 3.46% | -0.734% |
| AEG Aegon N.V. | 900,000 | $5.93M | $8.13M | - | $2.2M | 37.1% | -0.276% |
| AEM Agnico Eagle Mines Limited | 16 | $1,735 | $3,142.88 | - | $1,407.88 | 81.15% | -3.031% |
| AEP American Electric Power Company, Inc. | 1,246 | $136,128.5 | $154,317.1 | - | $18,188.6 | 13.36% | -0.658% |
| AER AerCap Holdings N.V. | 9 | $920 | $1,263.37 | - | $343.37 | 37.32% | -0.443% |
| AES AES Corporation | 3,056 | $37,955.95 | $45,244.08 | - | $7,288.13 | 19.2% | -0.101% |
| AFL Aflac Inc. | 18,493 | $2.07M | $2.11M | - | $47,169.49 | 2.28% | -0.401% |
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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 Emerging Markets ETF - $4.69M, iShares Core MSCI EAFE ETF - $3.22M, iShares Core S&P 500 ETF - $1.69M, iShares Core S&P Mid-Cap ETF - $1.27M, and iShares Core S&P Small-Cap ETF - $1.1M. 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 - $991,832, Berkshire Hathaway Inc - $771,222.87, UnitedHealth Group Incorporated - $528,438.09, Workiva Inc - $410,598, and Accenture plc Class A - $206,057.67. 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 $21.71M 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 - $770,027.82. 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.
