AG
Ainsley Gleason Portfolio
Invests via Spinnaker Trust | Managed by Ainsley Gleason
Invests via Spinnaker Trust
Managed by Ainsley Gleason
Automatically Tracked
Ainsley Gleason Profile
Ainsley Gleason brings a diverse background in technology and finance, shaping her as a notable entrepreneur in the startup ecosystem. With substantial experience founding and scaling innovative companies, she has established herself as a thought leader dedicated to driving progress through digital transformation. Her journey is marked by creating cutting-edge solutions that address key market needs while fostering sustainable business growth. As an active investor, Ainsley focuses on empowering emerging technologies with potential for disruption across industries, enabling them to unlock new value propositions.
Ainsley Gleason brings a diverse background in technology and finance, shaping her as a notable entrepreneur in the startup ecosystem. With substantial experience founding and scaling innovative companies, she has established herself as a thought leader dedicated to driving progress through digital transformation. Her journey is marked by creating cutting-edge solutions that address key market needs while fostering sustainable business growth. As an active investor, Ainsley focuses on empowering emerging technologies with potential for disruption across industries, enabling them to unlock new value propositions.
Investment Philosophy & Strategy
Emerging technologies represent a transformative opportunity in today’s fast-paced market. Ainsley Gleason adopts an entrepreneurial mindset, focusing on ventures that harness innovative solutions to solve pressing challenges. Her strategic vision prioritizes scalability and adaptability, allowing startups to thrive amidst evolving industry dynamics. Through meticulous analysis and support, she seeks companies poised for disruption, aiming to unlock significant growth potential. This approach not only positions her as a catalyst within the tech landscape but also fosters sustainable advancements that contribute positively across sectors.
Emerging technologies represent a transformative opportunity in today’s fast-paced market. Ainsley Gleason adopts an entrepreneurial mindset, focusing on ventures that harness innovative solutions to solve pressing challenges. Her strategic vision prioritizes scalability and adaptability, allowing startups to thrive amidst evolving industry dynamics. Through meticulous analysis and support, she seeks companies poised for disruption, aiming to unlock significant growth potential. This approach not only positions her as a catalyst within the tech landscape but also fosters sustainable advancements that contribute positively across sectors.
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:
0%
Gain +0.99%
Monthly
-1.94%
Yearly
-20.97%
Drawdown
99.6%
$0
Equity
Holdings
$0
Investment
$0
$299.69M
Profit +$13.76M
Realized
$299.69M
Unrealized
$0
Dividends
$135.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.99%
Profit
$13.76M
Win %
55%
This Week
Compared To Last Week
Gain
1.09%
Profit
$14.14M
Win %
55%
This Month
Compared to last month
Gain
1.18%
Profit
$15.36M
Win %
55%
This Year
Compared to last year
Gain
2.38%
Profit
$30.55M
Win %
55%
MDY SPDR S&P MidCap 400 ETF Trust
+$204.51M
MMM 3M Company
+$104.54M
0004013Q1
+$47.44M
SPY SPDR S&P 500 ETF Trust
+$38.61M
XLK State Street Technology Select Sector SPDR ETF
+$33.07M
XLF Financial Select Sector SPDR Fund
+$18.37M
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$10.56M
XLY Consumer Discretionary Select Sector SPDR Fund
+$8.76M
EWJ iShares MSCI Japan ETF
+$8.7M
0088579Y1
+$8.64M
STT State Street Corp
+$8.36M
XLI Industrial Select Sector SPDR Fund
+$8.2M
IEFA iShares Core MSCI EAFE ETF
+$7.74M
GE General Electric Company
+$7.42M
MSFT Microsoft Corp.
+$6.39M
XBI SPDR S&P Biotech ETF
+$5.67M
JNJ Johnson & Johnson
+$5.25M
0057636Q1
+$4.93M
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+$4.84M
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+$4.54M
XLP Consumer Staples Select Sector SPDR Fund
+$4.49M
IYC iShares U.S. Consumer Discretionary ETF
+$4.47M
SHY iShares 1-3 Year Treasury Bond ETF
+$4.06M
IEI iShares 3-7 Year Treasury Bond ETF
+$3.99M
FNCL Fidelity MSCI Financials Index ETF
+$3.97M
FTEC Fidelity MSCI Information Technology Index ETF
+$3.89M
WFC Wells Fargo & Company
+$3.67M
IHI iShares U.S. Medical Devices ETF
+$3.6M
0081369Y8
+$3.43M
IHE iShares U.S. Pharmaceuticals ETF
+$3.33M
XLV Health Care Select Sector SPDR Fund
+$3.07M
AAPL Apple Inc.
+$2.99M
V Visa Inc. Class A
+$2.85M
UNP Union Pacific Corporation
+$2.7M
STI
+$2.62M
DD DuPont de Nemours, Inc.
+$2.56M
AMLP Alerian MLP ETF
+$2.51M
ITW Illinois Tool Works Inc.
+$2.42M
QABA First Trust NASDAQ ABA Community Bank ETF
+$2.34M
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+$2.28M
PSCT
+$2.15M
CSCO Cisco Systems, Inc.
+$2.14M
FENY Fidelity MSCI Energy Index ETF
+$2.1M
DES WisdomTree U.S. SmallCap Dividend Fund
+$2M
BRK-B Berkshire Hathaway Inc.
+$2M
CVX Chevron Corporation
+$1.99M
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+$1.95M
DXJ WisdomTree Japan Hedged Equity Fund
+$1.94M
GLW Corning Incorporated
+$1.86M
IJR iShares Core S&P Small-Cap ETF
+$1.79M
CELG Celgene Corp
+$1.73M
XOM Exxon Mobil Corporation
+$1.73M
CVS CVS Health Corporation
+$1.72M
INTC Intel Corporation
+$1.7M
ELV Elevance Health, Inc.
+$1.69M
C Citigroup Inc.
+$1.65M
IBM International Business Machines Corporation
+$1.6M
AAXJ iShares MSCI All Country Asia ex Japan ETF
+$1.58M
PSCI
+$1.56M
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+$1.52M
XHS SPDR S&P Health Care Services ETF
+$1.44M
PG Procter & Gamble Co
+$1.44M
SRLN SPDR Blackstone Senior Loan ETF
+$1.43M
JPM JPMorgan Chase & Co.
+$1.39M
EZU iShares MSCI Eurozone ETF
+$1.37M
INDA ISHARES MSCI INDIA ETF
+$1.31M
MCD McDonald's Corporation
+$1.3M
T AT&T Inc.
+$1.3M
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+$1.28M
MOO
+$1.26M
MRK Merck & Co., Inc.
+$1.24M
XLE Energy Select Sector SPDR Fund
+$1.24M
WHR Whirlpool Corporation
+$1.23M
WM Waste Management, Inc.
+$1.21M
EUFN iShares MSCI Europe Financials ETF
+$1.2M
CHD Church & Dwight Co., Inc.
+$1.18M
HD The Home Depot, Inc.
+$1.18M
CAT Caterpillar Inc.
+$1.17M
IHF iShares U.S. Healthcare Providers ETF
+$1.14M
BOND PIMCO Active Bond Exchange-Traded Fund
+$1.14M
0030231G1
+$1.12M
GILD Gilead Sciences Inc.
+$1.12M
XLB Materials Select Sector SPDR Fund
+$1.11M
UTX United Technologies Corp
+$1.06M
VOO Vanguard S&P 500 ETF
+$1.05M
MO Altria Group, Inc.
+$1.02M
ADP Automatic Data Processing Inc.
+$1.01M
PEP PepsiCo, Inc.
+$995,306.81
HEDJ WisdomTree Europe Hedged Equity Fund
+$994,017.99
GOOG Alphabet Inc
+$959,110.16
FIDU Fidelity MSCI Industrials Index ETF
+$940,837.26
VOX Vanguard Communication Services ETF
+$938,865.45
ABT Abbott Laboratories
+$931,142.51
HEWG iShares Currency Hedged MSCI Germany ETF
+$926,930.68
DIM WisdomTree International MidCap Dividend Fund
+$887,735.4
EMR Emerson Electric Co.
+$886,952.52
FDX FedEx Corporation
+$882,600.74
FXI iShares China Large-Cap ETF
+$872,834.82
VCLT Vanguard Long-Term Corporate Bond Fund
+$858,113.37
V107SC
+$830,779.45
COF Capital One Financial Corporation
+$791,153.7
AMGN Amgen Inc.
+$786,170.29
PFE Pfizer Inc.
+$772,861.57
PM Philip Morris International Inc.
+$762,516.84
CBI
+$754,189.7
KIE SPDR S&P Insurance ETF
+$736,575.66
0081369Y2
+$728,774.53
EWA iShares MSCI Australia ETF
+$703,399.08
TIP iShares TIPS Bond ETF
+$693,952
STZ Constellation Brands, Inc.
+$662,862.51
NSRGY Nestle S.A. Sponsored ADR
+$631,521.04
CSM ProShares Large Cap Core Plus
+$605,001.27
CMCSA Comcast Corp
+$597,461.65
IEMG iShares Core MSCI Emerging Markets ETF
+$593,425.9
PHO
+$592,966.11
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$572,735.55
0081369Y5
+$568,458.25
IEZ iShares U.S. Oil Equipment & Services ETF
+$564,002.15
EOG EOG Resources, Inc.
+$554,843.26
ITRI Itron Inc.
+$552,803.7
BMY Bristol-Myers Squibb Company
+$550,789.86
BAC Bank of America Corporation
+$546,964.74
SLB Schlumberger Limited
+$537,118.95
EWC iShares MSCI Canada ETF
+$534,875.27
PXQ Invesco Dynamic Networking ETF
+$532,997.67
EWZ iShares MSCI Brazil ETF
+$520,996.57
0081369Y6
+$507,197.6
EQR Equity Residential
+$499,867.7
EXPE Expedia Group, Inc.
+$492,076.07
0046059W1
+$478,411.63
VEU Vanguard FTSE All-World ex-US ETF
+$465,446.98
0081369Y1
+$458,600.72
FRG
+$456,000
FCG First Trust Natural Gas ETF
+$454,832.72
QAI NYLI Hedge Multi-Strategy Tracker ETF
+$447,797.14
TXN Texas Instruments Inc
+$443,313.18
ACN Accenture plc Class A
+$442,652.24
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+$440,655.01
MA Mastercard Incorporated
+$439,368.59
BRK-A Berkshire Hathaway Inc.
+$428,765
BDX Becton, Dickinson and Company
+$426,296.18
CCI Crown Castle Inc.
+$420,301.39
NXPI NXP Semiconductors N.V.
+$399,922.75
HON Honeywell International Inc.
+$393,180.71
PSA Public Storage Common Stock
+$386,857.57
VMBS Vanguard Mortgage-Backed Securities Fund
+$383,457.62
HRS
+$379,865.95
EWT iShares MSCI Taiwan ETF
+$370,256.08
GD General Dynamics Corporation
+$358,481.8
EFAV iShares MSCI EAFE Min Vol Factor ETF
+$356,768.74
KO The Coca-Cola Company
+$348,213.17
LO
+$347,824.51
QQQ
+$346,708.65
EMLP First Trust North American Energy Infrastructure Fund
+$325,305.16
IWD iShares Russell 1000 Value ETF
+$325,215.68
BHP BHP Group Ltd.
+$323,482.38
SUSA iShares MSCI USA ESG Select ETF
+$318,932.02
UPS United Parcel Service, Inc.
+$315,901.31
KMB Kimberly-Clark Corporation
+$308,765.63
DOW Dow Inc.
+$306,987.75
EEM iShares MSCI Emerging Markets ETF
+$306,263.6
GOOG
+$303,635.16
WEC WEC Energy Group Inc.
+$302,913.35
0078462F1
+$297,624.73
NEAR iShares Short Maturity Bond ETF
+$291,982.83
097717W77
+$289,702.93
APD Air Products and Chemicals, Inc.
+$288,780.29
0020825C1
+$285,908.5
86330E700
+$280,404.66
PBD
+$273,441.28
GOOGL Alphabet Inc
+$272,961.88
IGV iShares Expanded Tech-Software Sector ETF
+$268,702.82
CL Colgate-Palmolive Company
+$258,928.73
UNM Unum Group
+$258,609.32
SIAL
+$256,533.41
AON Aon plc
+$249,877.63
ED Consolidated Edison, Inc.
+$249,064.96
PFF iShares Preferred and Income Securities ETF
+$247,013.88
SPG Simon Property Group, Inc.
+$246,775.33
ISTB iShares Core 1-5 Year USD Bond ETF
+$245,658.7
KXI iShares Global Consumer Staples ETF
+$240,869.82
IWM iShares Russell 2000 ETF
+$240,620.25
VGK Vanguard FTSE Europe ETF
+$240,068.42
BMET
+$235,840.42
VGSH Vanguard Short-Term Treasury Fund
+$231,900.02
CRL Charles River Laboratories International, Inc.
+$229,267.94
VZ Verizon Communications Inc.
+$228,271.96
FISV Fiserv, Inc.
+$224,887.64
BA Boeing Company
+$223,674.41
AIG American International Group Inc.
+$220,059.05
LOW Lowe's Companies Inc.
+$217,257.92
EA Electronic Arts Inc.
+$216,781.18
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+$216,245.86
SCHW Charles Schwab Corporation
+$214,047.62
BK The Bank of New York Mellon Corporation
+$213,337.93
MGV Vanguard Mega Cap Value ETF
+$210,059.86
AGG iShares Core U.S. Aggregate Bond ETF
+$206,161.59
ORCL Oracle Corporation
+$205,848.22
IJH iShares Core S&P Mid-Cap ETF
+$203,630.49
EFX Equifax Inc.
+$200,890.75
AVB AvalonBay Communities, Inc.
+$200,832.09
CABO Cable One Inc.
+$199,995.98
BUD Anheuser-Busch InBev S.A. ADR
+$199,501.72
GDW
+$197,420.62
OIHYL
+$194,865.42
TLT iShares 20+ Year Treasury Bond ETF
+$193,828.43
FPE First Trust Preferred Securities and Income ETF
+$191,003.63
ABBV AbbVie Inc.
+$186,023.48
GIS General Mills, Inc.
+$185,713.98
XLU Utilities Select Sector SPDR Fund
+$185,584.51
MUB iShares National Muni Bond ETF
+$181,393.73
IDXX IDEXX Laboratories, Inc.
+$171,000
BAX Baxter International Inc.
+$169,741.41
WEC
+$169,140.52
SYK Stryker Corporation
+$167,428.07
PBA Pembina Pipeline Corporation
+$165,615
D Dominion Energy, Inc.
+$164,978.61
MDLZ Mondelez International, Inc.
+$163,672.97
FSTA Fidelity MSCI Consumer Staples Index ETF
+$163,109.54
HE Hawaiian Electric Industries Inc.
+$162,045.36
KRFT
+$158,936.03
VCSH Vanguard Short-Term Corporate Bond ETF
+$154,908.82
CMI Cummins Inc.
+$154,899.98
AXP American Express Company
+$150,561.23
RPMGX T. Rowe Price Mid-Cap Growth Fund
+$149,149.51
FBND Fidelity Total Bond ETF
+$139,858.87
IR Ingersoll Rand Inc.
+$138,800.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+$133,003.71
ITA iShares U.S. Aerospace & Defense ETF
+$127,288.96
HCA HCA Healthcare Inc.
+$126,203.37
DLN WisdomTree U.S. LargeCap Dividend Fund
+$121,896.54
PPG PPG Industries Inc.
+$121,862.5
VTI VANGUARD TOTAL STOCK MKT ETF
+$121,613.85
WELL Welltower Inc.
+$118,241.23
SPLV Invesco S&P 500 Low Volatility ETF
+$116,617.83
ROOF IQ U.S. Real Estate Small Cap ETF
+$115,173.45
KEY KeyCorp
+$110,280.25
FMAT Fidelity MSCI Materials Index ETF
+$109,708.78
0017275R1
+$107,571.63
MMP Magellan Midstream Partners LP
+$107,526.46
WTR Aqua America Inc
+$106,737.35
PGJ Invesco Golden Dragon China Portfolio
+$106,280.3
BP BP p.l.c. Sponsored ADR
+$105,128.46
NVS Novartis AG Sponsored ADR
+$103,267.47
CRBN iShares MSCI ACWI Low Carbon Target ETF
+$101,944.05
CTSH Cognizant Technology Solutions Corporation
+$101,125.89
PSX Phillips 66
+$100,775.73
0081369Y4
+$99,771.57
YUM Yum! Brands, Inc.
+$95,796.08
AFL Aflac Inc.
+$92,960.8
DIS The Walt Disney Company
+$92,497.71
SO The Southern Company
+$90,684.67
IEUR iShares Core MSCI Europe ETF
+$87,683
ACWI iShares MSCI ACWI ETF
+$85,947.59
VWO Vanguard FTSE Emerging Markets ETF
+$85,725.11
NEU NewMarket Corporation
+$81,231.4
BLK BlackRock, Inc.
+$80,430
ARI Apollo Commercial Real Estate Finance Inc.
+$74,055.96
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+$73,973.67
IACI
+$73,843.54
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+$72,144.8
GCI Gannett Co., Inc.
+$72,121.42
DON WisdomTree U.S. MidCap Dividend Fund
+$70,818.16
ESGU iShares ESG Aware MSCI USA ETF
+$69,981.12
MET MetLife Inc.
+$65,675.98
EWU iShares MSCI United Kingdom ETF
+$64,997.78
LLY Eli Lilly and Company
+$64,973.43
ROST Ross Stores, Inc.
+$64,506
AMZN Amazon.com Inc
+$62,391.07
BCR
+$59,842.89
0081369Y7
+$58,960.63
PX
+$54,000
PEAFVLPCH
+$51,000
OKE ONEOK, Inc.
+$50,333.01
ETN Eaton Corporation plc
+$49,330.48
FREL Fidelity MSCI Real Estate Index ETF
+$49,230.31
NEE NextEra Energy, Inc.
+$49,209.99
PNC The PNC Financial Services Group, Inc.
+$48,359.85
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+$47,076.84
WFM
+$45,712.12
RTX RTX Corporation
+$45,313.4
VB Vanguard Small-Cap ETF
+$45,309.68
IWF iShares Russell 1000 Growth ETF
+$45,278.75
ASH Ashland Inc.
+$44,012.18
PBI Pitney Bowes Inc.
+$42,689.3
COST Costco Wholesale Corporation
+$42,330.86
LMT Lockheed Martin Corporation
+$42,176.6
VBR VANGUARD SMALL-CAP VALUE ETF
+$42,085.45
AMT American Tower Corporation
+$40,044.69
0081369Y3
+$39,394.65
UNH UnitedHealth Group Incorporated
+$38,382.6
EPD Enterprise Products Partners L.P.
+$37,492.81
GSK GSK plc Sponsored ADR
+$36,006.79
DUK Duke Energy Corporation
+$35,327.54
CHKR Chesapeake Granite Wash Trust
+$34,123.32
IRY
+$33,044.75
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+$32,620.96
XHE SPDR S&P Health Care Equipment ETF
+$32,381.69
IWO iShares Russell 2000 Growth ETF
+$31,583.64
CERN Cerner Corp
+$29,000
SDTTU SandRidge Mississippian Trust I
+$28,931.85
K Kellanova Inc.
+$28,631.7
BBCA JPMorgan BetaBuilders Canada ETF
+$28,205.1
BSV Vanguard Short-Term Bond ETF
+$27,441.39
META Meta Platforms Inc Class A
+$27,000
KIM Kimco Realty Corporation
+$26,682.4
VSGX Vanguard ESG International Stock ETF
+$25,456.29
ARCC Ares Capital Corporation
+$24,853.57
DE Deere & Company
+$24,340.8
APU AmeriGas Partners LP
+$23,576
BNY BlackRock New York Municipal Income Trust
+$23,000
IVV iShares Core S&P 500 ETF
+$22,701.28
AAIC Arlington Asset Investment Corp.
+$21,231.88
STWD Starwood Property Trust Inc.
+$21,056.31
USXF iShares ESG Aware MSCI USA ETF
+$21,045.86
WYE
+$20,043.38
EWI iShares MSCI Italy ETF
+$19,303.22
SCHV Schwab U.S. Large-Cap Value ETF
+$19,269.48
TXU
+$19,230.72
USB U.S. Bancorp
+$18,979.92
0000206R1
+$18,702.93
STLD Steel Dynamics Inc.
+$18,233.18
FHLC Fidelity MSCI Health Care Index ETF
+$17,777.23
FSP Franklin Street Properties Corp.
+$16,890.25
EQM EQM Midstream Partners LP
+$16,144.89
DLR Digital Realty Trust, Inc.
+$15,728.73
QCOM QUALCOMM Incorporated
+$13,703.72
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+$10,121.45
BRK.B Berkshire Hathaway Inc.
+$9,698
Q0793X100
+$9,335
NSC Norfolk Southern Corporation
+$9,059.1
BPL Buckeye Partners LP
+$8,711.25
EV
+$8,687
EL The Estée Lauder Companies Inc. Class A
+$7,704.84
MMAB
+$7,000
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+$5,969.7
GLP Global Partners L.P.
+$5,835.94
FUTY Fidelity MSCI Utilities Index ETF
+$5,284.56
TRV The Travelers Companies, Inc.
+$4,564.94
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+$4,516.72
IUSB iShares Core Universal USD Bond ETF
+$4,303.78
061166W10
+$4,083.01
CEIX Core Natural Resources Inc.
+$3,982
CAIBX American Funds Capital Income Builder Class A
+$3,966
CSL Carlisle Companies Inc.
+$3,829
NEM Newmont Corporation
+$3,798.8
WTRG Essential Utilities Inc.
+$3,717.8
ORI Old Republic International Corp.
+$3,685.5
R Ryder System Inc.
+$3,651.8
HPQ HP Inc.
+$3,284.34
PAYX Paychex Inc.
+$3,043.08
FAST Fastenal Co.
+$3,005.1
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+$2,955.48
SUB iShares Short-Term National Muni Bond ETF
+$2,807.82
CB Chubb Limited
+$2,799.59
VFC V.F. Corporation
+$2,675.34
IWB iShares Russell 1000 ETF
+$2,646.5
HDV iShares Core High Dividend ETF
+$2,633.16
FDS FactSet Research Systems Inc.
+$2,600.58
LHX L3Harris Technologies, Inc.
+$2,568.42
RWX SPDR Dow Jones International Real Estate ETF
+$2,385.47
IBDP iShares iBonds Dec 2024 Term Corporate ETF
+$2,345.31
TJX The TJX Companies, Inc.
+$2,342.92
RY Royal Bank of Canada
+$2,249.63
IWV ISHARES RUSSELL 3000 ETF
+$2,239.55
CAC Camden National Corporation
+$2,079
IVE ISHARES S&P 500 VALUE ETF
+$1,869.55
MCO Moody's Corporation
+$1,836.45
IBDO iShares iBonds Dec 2023 Term Corporate ETF
+$1,748.26
HPE Hewlett Packard Enterprise Company
+$1,696.2
CI The Cigna Group
+$1,570.71
DHR Danaher Corporation
+$1,520.51
ELD WisdomTree Emerging Markets Local Debt Fund
+$1,518.38
AWK American Water Works Company, Inc.
+$1,508.47
AMP Ameriprise Financial, Inc.
+$1,356.25
SPGI S&P Global Inc.
+$1,347.3
DPZ Domino's Pizza Inc.
+$1,324.95
IWR iShares Russell Mid-Cap ETF
+$1,292.8
VXF Vanguard Extended Market ETF
+$1,259.03
RESP WisdomTree U.S. ESG Fund
+$1,248.66
NTRS Northern Trust Corporation
+$1,218
HUBB Hubbell Inc.
+$1,191.68
SIEMX SEI Institutional International Trust Emerging Markets Equity Fund Class F
+$1,187.56
INTU Intuit Inc.
+$1,102.92
VIG Vanguard Dividend Appreciation ETF
+$1,073.32
CTVA Corteva Inc.
+$1,036.35
TMO Thermo Fisher Scientific Inc.
+$914.35
IBML iShares iBonds Dec 2023 Term Muni Bond ETF
+$875.3
OEF iShares S&P 100 ETF
+$867.34
MSA Msa Safety Inc.
+$831.68
OTIS Otis Worldwide Corporation
+$828.24
BSCJ
+$798.73
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF
+$794.73
VHT Vanguard Health Care ETF
+$682.34
0046625H1
+$628
A Agilent Technologies Inc.
+$616.28
DG Dollar General Corporation
+$550
IYW iShares U.S. Technology ETF
+$509.85
CDK CDK Global Inc
+$451.8
ROP Roper Technologies Inc.
+$442.58
APA APA Corporation
+$253.35
TEVA Teva Pharmaceutical Industries Ltd. ADR
+$206.29
TWI Titan International Inc.
+$195.44
PBJ
+$155.87
TXT Textron Inc.
+$60
NVDA NVIDIA Corporation
+$51.84
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
$0
EPI WisdomTree India Earnings Fund
$0
PXD Pioneer Natural Resources Co
$0
TSLA Tesla, Inc.
$0
FXY Invesco CurrencyShares Japanese Yen Trust
$0
HNZ
$0
EWD iShares MSCI Sweden ETF
$0
BPPTU BP Prudhoe Bay Royalty Trust
$0
TT Trane Technologies plc
$0
KFT
$0
IPK
$0
PSCT Invesco S&P SmallCap Information Technology ETF
$0
CRM Salesforce Inc
$0
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF
$0
EMC
$0
AVGO Broadcom Inc.
$0
GDCRF
$0
PAYC Paycom Software, Inc.
$0
AINV
$0
WEX Wex Inc.
$0
CLCL Calcol Inc.
$0
WTMF WisdomTree Managed Futures Strategy Fund
$0
IPN
$0
MHFI
$0
NCT
$0
CBE
$0
BSCD
$0
DOL WisdomTree International LargeCap Dividend Fund
$0
DJP iPath Bloomberg Commodity Index Total Return ETN
$0
PXF
$0
PLGTF
$0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
$0
QQQ Invesco QQQ Trust, Series 1
$0
DWDP
$0
AT
$0
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
$0
SYT
$0
FLT Corpay Inc.
$0
ADBE Adobe Inc.
$0
GSJ
$0
04013Q109
$0
0042217K1
$0
0059156R1
$0
003364628
$0
0091529Y1
$0
0087160A1
$0
0097717W3
$0
0092826C8
$0
DELL Dell Technologies Inc.
$0
00G219901
$0
KEYS Keysight Technologies, Inc.
$0
0098419M1
$0
BBJP JPMorgan BetaBuilders Japan Fund
$0
04014T102
$0
00G241401
$0
0044919P3
$0
0045256B1
$0
MVK
$0
KRBN KraneShares Global Carbon Strategy ETF
$0
NU
$0
866005101
$0
HPQ
$0
B01165156
$0
99GREYSTR
$0
N4578E413
$0
J02100113
$0
LIN
$0
99SALSAL2
$0
PEAFVLPSS
$0
099NETALL
$0
99SALSAL3
$0
IPU
$0
TYL Tyler Technologies Inc.
$0
HHH
$0
0PORTLAND
$0
99NETPEDG
$0
NPBC
$0
PORTLANDA
$0
BKNG Booking Holdings Inc.
$0
ROYTL Pacific Coast Oil Trust
$0
NBN
$0
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$0
CLNY Colony Capital Inc
$0
UL
$0
AVGO
$0
HAIN The Hain Celestial Group, Inc.
$0
EW Edwards Lifesciences Corporation
$0
IIVI II-VI Inc
$0
AZO AutoZone Inc.
$0
PLD Prologis Inc.
$0
DENN Denny's Corporation
$0
GSTPRA
$0
AVVCL
$0
LNG Cheniere Energy Inc.
$0
MHRGQ
$0
BLS
$0
78463V107
$0
MTLG
$0
HACK
$0
NOW ServiceNow, Inc.
$0
ESGD iShares ESG Aware MSCI EAFE ETF
$0
JOY
$0
92343E102
$0
NVO Novo Nordisk A/S Sponsored ADR
$0
MKL Markel Group Inc.
$0
SGP
$0
ESGE iShares ESG Aware MSCI EM ETF
$0
DEM WisdomTree Emerging Markets High Dividend Fund
$0
VRTX Vertex Pharmaceuticals Incorporated
$0
PSP Invesco Global Listed Private Equity ETF
$0
LEHMQ
$0
ES Eversource Energy
$0
GOOGL
-$319.29M
62942J109
-$79.34M
103034104
-$77.65M
LVNVF
-$70.65M
264844101
-$42.03M
TYG
-$32.29M
60975V106
-$31.81M
ECA Encana Corp
-$11.13M
BGMZF
-$4.3M
IDND International Dispensing Corp.
-$2.7M
RAI
-$2.21M
861308104
-$1.81M
EFA iShares MSCI EAFE ETF
-$1.77M
WB
-$1.46M
IBB iShares Biotechnology ETF
-$1.43M
RYN Rayonier Inc.
-$1.14M
BID Sotheby's
-$946,861.47
MXI iShares Global Materials ETF
-$840,060.56
BSX Boston Scientific Corporation
-$819,382.75
PBW
-$604,950.77
FRK
-$602,300.45
KCE SPDR S&P Capital Markets ETF
-$560,009.25
TGT Target Corporation
-$537,600.15
MGA Magna International Inc.
-$510,897.72
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-$487,101.18
AZN
-$482,717.03
GYI
-$474,161.63
LHO
-$470,083.72
COH
-$359,297.41
CCJ Cameco Corporation
-$335,855.39
MS Morgan Stanley
-$333,431.95
STX Seagate Technology Holdings plc
-$322,243.38
KMI Kinder Morgan, Inc.
-$322,082.19
URA Global X Uranium ETF
-$313,906.2
HCN
-$298,513.01
CLZR
-$273,709.63
ITB iShares U.S. Home Construction ETF
-$253,325.42
VNQ Vanguard Real Estate ETF
-$233,051.29
K72807132
-$186,000
GS The Goldman Sachs Group, Inc.
-$184,170.9
GDX
-$179,589.94
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-$156,204.36
GHC Graham Holdings Co.
-$154,527.21
PII Polaris Inc.
-$151,452.39
GOV
-$149,564.36
ICLN iShares Global Clean Energy ETF
-$145,669.44
NKE Nike, Inc. - Class B
-$144,499.18
FDC First Data Corp
-$128,357.81
BBBYQ BED BATH & BEYOND INC
-$99,057.08
HAL Halliburton Company
-$95,032.32
APC Arko Petroleum Corp.
-$93,075.59
BKLN
-$89,735.66
COP ConocoPhillips
-$89,407.46
0024702R1
-$86,103
VO Vanguard Mid-Cap ETF
-$84,771.9
ASTE Astec Industries Inc.
-$73,529.05
ODVYX Invesco Developing Markets Fund Class Y
-$67,652.13
SBUX Starbucks Corporation
-$66,403.87
OIH
-$59,492.65
JPHF JPMorgan Diversified Alternative ETF
-$58,634.22
IPXL
-$57,624.08
IPF SPDR S&P International Financia
-$55,355.78
22542D472
-$55,000
MFIN Medallion Financial Corp.
-$48,800
OXY Occidental Petroleum Corporation
-$43,667.3
JCI
-$42,822.6
RDS-A Shell plc
-$38,834.64
NUS Nu Skin Enterprises Inc.
-$38,448.98
BSCF
-$36,520.84
PSTL
-$35,197.14
BSG
-$34,666
GG
-$33,134.91
0045245A1
-$27,934
KIE
-$26,969.4
IMN
-$24,000
WMT Walmart Inc.
-$23,087.68
IPD
-$18,357.12
HLMEX Harding Loevner Institutional Emerging Markets Portfolio Class I
-$18,145.17
NBN
-$15,672
ADM Archer-Daniels-Midland Co
-$12,733.01
IPS
-$12,290.07
XTN SPDR S&P Transportation ETF
-$10,003.2
JXI iShares Global Utilities ETF
-$8,900.05
MDT Medtronic plc
-$8,120.34
GENZ
-$5,256.1
FITB Fifth Third Bancorp
-$5,213.37
PBKS
-$4,914.99
BSCH
-$4,407.67
38143H530
-$4,000
ALL Allstate Corporation
-$3,270.72
IAU iShares Gold Trust
-$2,400.88
BSCI
-$2,326.81
XLRE The Real Estate Select Sector SPDR Fund
-$2,208.32
KHC The Kraft Heinz Company
-$1,924.8
PCL
-$1,498.29
SONS
-$100
GRNH Greengro Technologies Inc.
-$8
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4401 | Longs Won 2430/4401 55% | Profit Factor 0.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.64M |
| Average Win $272,600.74 | Best Trade (Jun 29) $99.36M | Sharpe Ratio -8.86 |
| Average Loss -$379,928.29 | Worst Trade (Dec 30) -$319.2M | Z-Score -28.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $68,095.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
