Comprehensive Financial Planning Inc./PA Portfolio
Invests via Comprehensive Financial Planning Inc./PA | Managed by Richard J. Walters
Invests via Comprehensive Financial Planning Inc./PA
Managed by Richard J. Walters
Automatically Tracked
Company Profile
Regional wealth management and advisory firm focused on holistic financial planning for individuals, families and small institutions, offering retirement, tax-aware investment strategies and insurance solutions. Comprehensive Financial Planning Inc./PA positions itself as a client-centric RIAs-style practice serving high-net-worth and mass-affluent segments, integrating fee-based advisory with occasional commission products. Relevant to investors for predictable recurring fees, AUM growth sensitivity and local referral-driven distribution.
Regional wealth management and advisory firm focused on holistic financial planning for individuals, families and small institutions, offering retirement, tax-aware investment strategies and insurance solutions. Comprehensive Financial Planning Inc./PA positions itself as a client-centric RIAs-style practice serving high-net-worth and mass-affluent segments, integrating fee-based advisory with occasional commission products. Relevant to investors for predictable recurring fees, AUM growth sensitivity and local referral-driven distribution.
Investment Philosophy & Strategy
Operates a client-first, holistic wealth management model that prioritizes long-term financial planning and tax-aware, retirement-focused asset allocation. Emphasizes diversified, low-turnover portfolios blended with tactical fixed income and defensive equity sleeves to preserve capital for high-net-worth and mass-affluent clients while supporting predictable fee income. Capital deployment balances fee-based discretionary AUM growth with select commissionable insurance and annuity products to deepen client relationships and mitigate revenue cyclicality. Underwriting favors cash-flow resilient strategies, conservative drawdown tolerance, and multi-horizon planning; distribution is referral-driven, emphasizing service stickiness, recurring revenue scaling, and local market concentration.
Operates a client-first, holistic wealth management model that prioritizes long-term financial planning and tax-aware, retirement-focused asset allocation. Emphasizes diversified, low-turnover portfolios blended with tactical fixed income and defensive equity sleeves to preserve capital for high-net-worth and mass-affluent clients while supporting predictable fee income. Capital deployment balances fee-based discretionary AUM growth with select commissionable insurance and annuity products to deepen client relationships and mitigate revenue cyclicality. Underwriting favors cash-flow resilient strategies, conservative drawdown tolerance, and multi-horizon planning; distribution is referral-driven, emphasizing service stickiness, recurring revenue scaling, and local market concentration.
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:
-1.12%
Gain
Monthly
-0.06%
Yearly
-0.72%
Drawdown
29.87%
$166.11M
Equity
Holdings
$166.11M
Investment
$134.68M
$30.1M
Profit -$2.87M
Realized
-$1.33M
Unrealized
$31.43M
Dividends
$2.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.87M
Win %
81%
This Week
Compared To Last Week
Gain
-2.87%
Profit
-$4.91M
Win %
81%
This Month
Compared to last month
Gain
-2.43%
Profit
-$4.13M
Win %
81%
This Year
Compared to last year
Gain
15.24%
Profit
$21.96M
Win %
80%
QD Qudian Inc. Sponsored ADR
+18.52%
+$200 
TRV The Travelers Companies, Inc.
+7.08%
+$1,531.2 
LCID Lucid Group, Inc.
+5.03%
+$4.87 
BROS Dutch Bros Inc.
+3.76%
+$49.2 
KHC The Kraft Heinz Company
+3.34%
+$49 
T AT&T Inc.
+3.3%
+$290 
MO Altria Group, Inc.
+2.86%
+$739.86 
OXY Occidental Petroleum Corporation
+2.59%
+$293.29 
WTRG Essential Utilities Inc.
+2.57%
+$50.75 
TMUS T-Mobile US, Inc.
+2.57%
+$24.75 
WMT Walmart Inc.
+2.56%
+$532.14 
UNH UnitedHealth Group Incorporated
+2.55%
+$1,100.58 
MDLZ Mondelez International, Inc.
+2.52%
+$261.95 
TSCO Tractor Supply Company
+2.52%
+$643.5 
MRK Merck & Co., Inc.
+2.49%
+$3,314.69 
VZ Verizon Communications Inc.
+2.39%
+$210.02 
DUK Duke Energy Corporation
+2.27%
+$297.44 
NOC Northrop Grumman Corporation
+2.26%
+$175.65 
XOM Exxon Mobil Corporation
+2.23%
+$9,088.88 
BMY Bristol-Myers Squibb Company
+2.23%
+$864 
CVX Chevron Corporation
+2.15%
+$5,033.17 
SYY Sysco Corporation
+2.15%
+$49.56 
PBR Petrobras S.A. Sponsored ADR
+2.11%
+$36.86 
ABBV AbbVie Inc.
+2.1%
+$1,851.1 
JNJ Johnson & Johnson
+2.1%
+$795.72 
GE General Electric Company
+2.08%
+$1,998.82 
BP BP p.l.c. Sponsored ADR
+2.04%
+$144.48 
CVS CVS Health Corporation
+1.95%
+$189.28 
DNLI Denali Therapeutics Inc.
+1.91%
+$87 
WM Waste Management, Inc.
+1.87%
+$21,998.84 
CI The Cigna Group
+1.84%
+$125.28 
XLE Energy Select Sector SPDR Fund
+1.75%
+$4,004 
COST Costco Wholesale Corporation
+1.75%
+$38,167.11 
PFE Pfizer Inc.
+1.72%
+$224.21 
VDE Vanguard Energy ETF
+1.69%
+$87.04 
IXC iShares Global Energy ETF
+1.67%
+$1,527.68 
LEN Lennar Corporation
+1.6%
+$20.77 
PEP PepsiCo, Inc.
+1.57%
+$1,119.09 
VLO Valero Energy Corporation
+1.52%
+$2,061 
RSG Republic Services, Inc.
+1.46%
+$8,501.76 
HSY The Hershey Company
+1.44%
+$143.64 
CWST Casella Waste Systems Inc.
+1.33%
+$266 
LSAT LeaderShares AlphaFactor Tactical Focused ETF
+1.32%
+$13.16 
CPRT Copart Inc.
+1.31%
+$19.98 
PLD Prologis Inc.
+1.3%
+$355.94 
HD The Home Depot, Inc.
+1.28%
+$938.95 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$6,564.2 
SHW The Sherwin-Williams Company
+1.25%
+$186.56 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$23,610.44 
PANW Palo Alto Networks, Inc.
+1.22%
+$457.92 
DVY iShares Select Dividend ETF
+1.22%
+$104.67 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+1.21%
+$6,968.49 
GD General Dynamics Corporation
+1.19%
+$140.48 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.18%
+$563.55 
KD Kyndryl Holdings Inc.
+1.16%
+$3.22 
FVD First Trust Value Line Dividend Index Fund
+1.14%
+$64.41 
LSAF LeaderShares AlphaFactor US Core Equity ETF
+1.13%
+$17.46 
RPV Invesco S&P 500 Pure Value ETF
+1.1%
+$1,897.17 
F Ford Motor Company
+1.06%
+$279.45 
LIN Linde plc
+1.05%
+$185.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.05%
+$120 
UL Unilever PLC Sponsored American Depositary Receipt
+1.04%
+$13 
OMC Omnicom Group Inc.
+1%
+$50.4 
XLV Health Care Select Sector SPDR Fund
+1%
+$193.8 
COWZ Pacer US Cash Cows 100 ETF
+0.97%
+$650.16 
NSC Norfolk Southern Corporation
+0.96%
+$324 
EMLP First Trust North American Energy Infrastructure Fund
+0.95%
+$44.52 
CRWD CrowdStrike Holdings, Inc.
+0.95%
+$34,462.08 
OTIS Otis Worldwide Corporation
+0.95%
+$39.05 
SCHH Schwab U.S. REIT ETF
+0.92%
+$86.89 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.9%
+$291.4 
ENBP Enb Financial Corp
+0.9%
+$488.28 
MRP Millrose Properties Inc.
+0.88%
+$1.82 
WCN Waste Connections Inc.
+0.87%
+$912 
ADBE Adobe Inc.
+0.87%
+$2.05 
VHT Vanguard Health Care ETF
+0.79%
+$3,422.32 
RSPM Invesco S&P 500 Equal Weight Materials ETF
+0.79%
+$16.77 
NBET Neuberger Berman Energy Transition & Infrastructure ETF
+0.77%
+$40.3 
TLT iShares 20+ Year Treasury Bond ETF
+0.7%
+$4.72 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$2,268.72 
MCD McDonald's Corporation
+0.68%
+$129.15 
MDT Medtronic plc
+0.66%
+$12.65 
UPS United Parcel Service, Inc.
+0.66%
+$38.5 
VFLO VictoryShares Free Cash Flow ETF
+0.63%
+$12,841.8 
ET Energy Transfer L.P.
+0.62%
+$156.25 
EA Electronic Arts Inc.
+0.6%
+$37.5 
SBUX Starbucks Corporation
+0.58%
+$31.5 
PAHC Phibro Animal Health Corporation
+0.58%
+$1,033 
PFG Principal Financial Group, Inc.
+0.57%
+$247.65 
SQ Block, Inc.
+0.57%
+$164.5 
FLCV Federated Hermes MDT Large Cap Value ETF
+0.55%
+$3,426.45 
RTX RTX Corporation
+0.54%
+$2,766.37 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.51%
+$88.56 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$3,848.59 
RIG Transocean Ltd.
+0.49%
+$1.43 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.47%
+$2,056.2 
GEHC GE HealthCare Technologies Inc.
+0.38%
+$23 
LYV Live Nation Entertainment, Inc.
+0.37%
+$457.61 
IBB iShares Biotechnology ETF
+0.37%
+$293.3 
VTV Vanguard Value ETF
+0.37%
+$148 
GIL Gildan Activewear Inc.
+0.35%
+$29.07 
RSPF Invesco S&P 500 Equal Weight Financials ETF
+0.33%
+$29.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.32%
+$196.23 
VOOV Vanguard S&P 500 Value ETF
+0.31%
+$289.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.28%
+$7.96 
MGV Vanguard Mega Cap Value ETF
+0.27%
+$2,001.56 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
+0.27%
+$0.06 
AGG iShares Core U.S. Aggregate Bond ETF
+0.26%
+$183.34 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.24%
+$31.72 
BND Vanguard Total Bond Market Index Fund
+0.24%
+$19.77 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$4,744.87 
VYM Vanguard High Dividend Yield ETF
+0.22%
+$1,228.35 
WBD Warner Bros. Discovery, Inc.
+0.22%
+$5.94 
IWD iShares Russell 1000 Value ETF
+0.22%
+$45.9 
UBND VictoryShares Core Plus Intermediate Bond Fund
+0.21%
+$267.3 
IUSB iShares Core Universal USD Bond ETF
+0.21%
+$10.26 
JCPB JPMorgan Core Plus Bond ETF
+0.2%
+$2,459.07 
AAPL Apple Inc.
+0.19%
+$17,732.95 
FSK FS KKR Capital Corp.
+0.18%
+$3.66 
BX Blackstone Inc.
+0.17%
+$44 
PNC The PNC Financial Services Group, Inc.
+0.14%
+$324.64 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.13%
+$16.7 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$56.62 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$1,039.83 
GLD SPDR Gold Shares
+0.09%
+$15.84 
JSI Janus Henderson Securitized Income ETF
+0.09%
+$648.45 
VAW Vanguard Materials ETF
+0.08%
+$0.9 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$43.63 
VNLA Janus Henderson Short Duration Income ETF
+0.06%
+$298.83 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.06%
+$0.46 
MICC The Magnum Ice Cream Company N.V.
+0.05%
+$0.04 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$6.15 
JPM-PD JPMorgan Chase & Co.
+0.04%
+$1.15 
OGN Organon & Co.
+0.04%
+$0.49 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$0.47 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$19.8 
VTWV Vanguard Russell 2000 Value Index Fund
+0.01%
+$2.4 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$859.77 
AMMPF AmmPower Corp.
0%
$0 
CGC
0%
$0 
CLOQ Cyberloq Technologies Inc.
0%
$0 
GFLW
0%
$0 
MASI Masimo Corporation
0%
$0 
MET-PE MetLife, Inc.
0%
$0 
ORGN Origin Materials Inc.
0%
$0 
Q5683J210
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-10.45%
-$1,864.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.02%
-$34,192.38 
HOOD Robinhood Markets, Inc.
-8.84%
-$1,733.45 
AMAT Applied Materials, Inc.
-8.18%
-$2,063.7 
AMD Advanced Micro Devices, Inc.
-7.73%
-$46,669.65 
INTC Intel Corporation
-7.59%
-$868.48 
BTOG Bit Origin Ltd.
-7.56%
-$0.56 
WDC Western Digital Corporation
-7.53%
-$38,705.65 
ARM Arm Holdings plc American Depositary Receipt
-6.71%
-$12,298.86 
LRCX Lam Research Corporation
-6.67%
-$2,571 
VRT Vertiv Holdings Co
-6.19%
-$837.66 
BAI iShares A.I. Innovation and Tech Active ETF
-5.95%
-$858.38 
WRAP Wrap Technologies Inc.
-5.94%
-$13 
SOXX iShares Semiconductor ETF
-5.67%
-$207,831.63 
SNDK SanDisk Corporation
-5.61%
-$18,053.03 
MU Micron Technology, Inc.
-5.41%
-$211,367.34 
SMH VanEck Semiconductor ETF
-5.37%
-$113,360.06 
AMC AMC Entertainment Holdings, Inc.
-5.15%
-$2.23 
SMCI Super Micro Computer Inc
-5.07%
-$1,840 
NVT nVent Electric plc
-4.91%
-$20,235.69 
SOFI SoFi Technologies, Inc.
-4.79%
-$830 
GEV GE Vernova Inc.
-4.74%
-$3,337.78 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-4.7%
-$1,144.44 
COIN Coinbase Global, Inc.
-4.67%
-$187.25 
OKLO Oklo Inc.
-4.52%
-$1,253.53 
NVDA NVIDIA Corporation
-4.32%
-$382,890.95 
AVGO Broadcom Inc.
-4.27%
-$34,037.38 
OPEN Opendoor Technologies Inc.
-4.27%
-$23.4 
BITQ Bitwise Crypto Industry Innovators ETF
-4.2%
-$949.4 
JTEK JPMorgan U.S. Tech Leaders ETF
-4%
-$7,318.08 
META Meta Platforms Inc Class A
-3.91%
-$151,450.06 
AIQ Global X Artificial Intelligence & Technology ETF
-3.9%
-$20,189.4 
GOOGL Alphabet Inc
-3.67%
-$40,049.52 
QTUM Defiance Quantum ETF
-3.65%
-$33,677.44 
PLTR Palantir Technologies Inc.
-3.63%
-$74,854.32 
SNAP Snap Inc.
-3.63%
-$8.5 
TXN Texas Instruments Inc
-3.58%
-$427.83 
IGM iShares Expanded Tech Sector ETF
-3.56%
-$83,563.83 
GOOG Alphabet Inc
-3.55%
-$13,753.2 
MP MP Materials Corp.
-3.43%
-$234 
TSLA Tesla, Inc.
-3.42%
-$42,684.76 
EEM iShares MSCI Emerging Markets ETF
-3.36%
-$877.09 
XLK State Street Technology Select Sector SPDR ETF
-3.35%
-$30,448.44 
IYW iShares U.S. Technology ETF
-3.34%
-$48,599.94 
ARKF Ark Fintech Innovation ETF
-3.31%
-$95.9 
IEMG iShares Core MSCI Emerging Markets ETF
-3.3%
-$348.3 
NXPI NXP Semiconductors N.V.
-3.29%
-$276.21 
MTUM iShares MSCI USA Momentum Factor ETF
-3.24%
-$4,242.24 
SPMO Invesco S&P 500 Momentum ETF
-3.23%
-$23,398.41 
IETC iShares U.S. Tech Independence Fund
-3.18%
-$11,662.27 
PBW Invesco WilderHill Clean Energy ETF
-3.17%
-$23,214 
AVEM Avantis Emerging Markets Equity ETF
-3.14%
-$10,076.32 
IWY iShares Russell Top 200 Growth ETF
-3.03%
-$14,327.31 
NRG NRG Energy, Inc.
-3%
-$8,457.5 
TCHP T. Rowe Price Blue Chip Growth ETF
-2.99%
-$94,813.17 
VGT Vanguard Information Technology ETF
-2.98%
-$38,488 
IWF iShares Russell 1000 Growth ETF
-2.93%
-$2,044.8 
TGRW T. Rowe Price Growth Stock ETF
-2.91%
-$18,006.4 
VONG Vanguard Russell 1000 Growth Fund
-2.89%
-$404.32 
JGRO JPMorgan Active Growth ETF
-2.87%
-$97,715.21 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.82%
-$196.87 
BTC Grayscale Bitcoin Mini Trust ETF
-2.78%
-$19.75 
MGK Vanguard Mega Cap Growth ETF
-2.76%
-$12,781.8 
GBTC Grayscale Bitcoin Trust ETF
-2.75%
-$176.73 
TGRT T. Rowe Price Growth ETF
-2.72%
-$910.1 
FFTY Innovator IBD 50 ETF
-2.71%
-$36,836.8 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$52,019.64 
GARP iShares MSCI USA Quality GARP ETF
-2.67%
-$3,888.38 
QQQM Invesco NASDAQ 100 ETF
-2.66%
-$62,788.71 
VWO Vanguard FTSE Emerging Markets ETF
-2.65%
-$154.44 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-2.64%
-$241.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.63%
-$79,328.23 
ARKX ARK Space & Defense Innovation ETF
-2.63%
-$253.53 
SPEM SPDR Portfolio Emerging Markets ETF
-2.61%
-$140.98 
VUG Vanguard Growth ETF
-2.58%
-$4,187.94 
SCHE Schwab Emerging Markets Equity ETF
-2.56%
-$2,653.28 
VST Vistra Corp
-2.56%
-$7,328.1 
MAGS Roundhill Magnificent Seven Fund
-2.55%
-$37,580.52 
XRP Bitwise XRP ETF
-2.53%
-$310.62 
PAAS Pan American Silver Corp.
-2.5%
-$1,402.8 
TEL TE Connectivity plc
-2.47%
-$55.05 
QCOM QUALCOMM Incorporated
-2.47%
-$2,526 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.46%
-$25,246.32 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
-2.45%
-$0.04 
IBM International Business Machines Corporation
-2.42%
-$95.22 
ESE Esco Technologies Inc.
-2.29%
-$6,442.74 
FDN First Trust Dow Jones Internet Index Fund
-2.29%
-$75 
LIT GLOBAL X LITHIUM & BATTERY T
-2.28%
-$993.81 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-2.27%
-$1,094.97 
LUV Southwest Airlines Co.
-2.23%
-$124.3 
ARIS Aris Water Solutions Inc.
-2.2%
-$600 
XMMO Invesco S&P MidCap Momentum ETF
-2.2%
-$36,615.44 
FPX First Trust US Equity Opportunities ETF
-2.16%
-$28,873.13 
ICLN iShares Global Clean Energy ETF
-2.12%
-$4.68 
AEM Agnico Eagle Mines Limited
-2.12%
-$55.29 
FTC First Trust Large Cap Growth Fund
-2.11%
-$781.64 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.11%
-$980.68 
P Everpure Inc.
-2.1%
-$1.44 
UBER Uber Technologies, Inc.
-2.07%
-$2,663.22 
EWZS iShares MSCI Brazil Small-Cap ETF
-2.05%
-$30.36 
WCMI First Trust WCM International Equity ETF
-2.05%
-$108.03 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.99%
-$56,500.74 
CPNG Coupang Inc.
-1.99%
-$130.65 
XLG Invesco S&P 500 Top 50 ETF
-1.99%
-$112,246.1 
C Citigroup Inc.
-1.98%
-$114.84 
CCL Carnival Corporation Ltd.
-1.97%
-$265 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.96%
-$524.3 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.84%
-$795.97 
IXUS iShares Core International Stock ETF
-1.78%
-$2,338 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.75%
-$1,165.71 
NEM Newmont Corporation
-1.72%
-$992.7 
SPOT Spotify Technology S.A.
-1.7%
-$202.25 
FXI iShares China Large-Cap ETF
-1.69%
-$83.66 
JCI Johnson Controls International plc
-1.67%
-$23.6 
FNB F.N.B. Corporation
-1.64%
-$75.84 
VOT Vanguard Mid-Cap Growth ETF
-1.63%
-$965 
OEF iShares S&P 100 ETF
-1.61%
-$131.23 
XTL SPDR S&P Telecom ETF
-1.59%
-$20,162.1 
ORCL Oracle Corporation
-1.54%
-$38.2 
IWL iShares Russell Top 200 ETF
-1.51%
-$1,925.46 
ECAT BlackRock ESG Capital Allocation Term Trust
-1.51%
-$117.5 
MSFT Microsoft Corp.
-1.49%
-$46,010.71 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$353.97 
MGC Vanguard Mega Cap ETF
-1.48%
-$867.77 
TSPA T. Rowe Price U.S. Equity Research ETF
-1.47%
-$29,227.8 
SCHF Schwab International Equity ETF
-1.45%
-$2,840.84 
AMZN Amazon.com Inc
-1.41%
-$46,704.06 
XLC Communication Services Select Sector SPDR Fund
-1.39%
-$1,477.37 
SKYY First Trust Cloud Computing ETF
-1.33%
-$50.96 
UNIT Uniti Group Inc.
-1.32%
-$3.62 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.31%
-$976.1 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.31%
-$15,189.15 
QEW Invesco QQQ Equal Weight ETF
-1.3%
-$963.38 
VOO Vanguard S&P 500 ETF
-1.3%
-$79,305.95 
SCHB Schwab U.S. Broad Market ETF
-1.3%
-$48.15 
IVV iShares Core S&P 500 ETF
-1.29%
-$68,557.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.29%
-$637.26 
SCHA Schwab U.S. Small-Cap ETF
-1.28%
-$1,869.12 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.28%
-$549.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$7,862.4 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$37,302.38 
MSOS AdvisorShares Pure US Cannabis ETF
-1.26%
-$5.72 
VONE Vanguard Russell 1000 ETF
-1.26%
-$218.28 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.25%
-$261.9 
IHI iShares U.S. Medical Devices ETF
-1.25%
-$253.5 
URTH iShares MSCI World ETF
-1.23%
-$265.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$6,577.42 
OABI OmniAb, Inc.
-1.23%
-$8.07 
IGV iShares Expanded Tech-Software Sector ETF
-1.22%
-$1,599.42 
JIVE JPMorgan International Value ETF
-1.22%
-$42,505.63 
SLV iShares Silver Trust
-1.21%
-$5,014.81 
AVDE Avantis International Equity ETF
-1.16%
-$2,509.52 
IVLU iShares MSCI International Value Factor ETF
-1.16%
-$334.18 
XSMO Invesco S&P SmallCap Momentum ETF
-1.15%
-$2,356.83 
AXP American Express Company
-1.14%
-$4.11 
IEFA iShares Core MSCI EAFE ETF
-1.14%
-$325.6 
EFA iShares MSCI EAFE ETF
-1.13%
-$222.07 
V Visa Inc. Class A
-1.02%
-$2,646.87 
CWS AdvisorShares Focused Equity ETF
-0.99%
-$224.53 
PAVE Global X U.S. Infrastructure Development ETF
-0.92%
-$171.08 
WAB Wabtec Corporation
-0.89%
-$25.74 
XHE SPDR S&P Health Care Equipment ETF
-0.87%
-$116.25 
ILF iShares Latin America 40 ETF
-0.85%
-$4,227.91 
RECS Columbia Research Enhanced Core ETF
-0.84%
-$380.36 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.84%
-$332.35 
BJUL Innovator U.S. Equity Buffer ETF
-0.83%
-$98.73 
STBA S&T Bancorp, Inc.
-0.83%
-$49.56 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.82%
-$1,045.33 
FEOE First Eagle Overseas Equity ETF
-0.81%
-$221.95 
VIS Vanguard Industrials ETF
-0.81%
-$67.56 
RDVI FT Vest Rising Dividend Achievers Fund
-0.81%
-$11,495.97 
KO The Coca-Cola Company
-0.8%
-$1,052.64 
PNR Pentair plc
-0.75%
-$0.98 
SCHM Schwab U.S. Mid-Cap ETF
-0.74%
-$202.54 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.72%
-$21,635.35 
LULU lululemon athletica inc.
-0.72%
-$21.25 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.7%
-$144.96 
VTWO Vanguard Russell 2000 ETF
-0.7%
-$577.08 
JPM JPMorgan Chase & Co.
-0.69%
-$4,704.06 
IWM iShares Russell 2000 ETF
-0.68%
-$197.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.68%
-$314.1 
GM General Motors Company
-0.67%
-$208 
AGD Abrdn Global Dynamic Dividend Fund
-0.66%
-$17.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.66%
-$969.15 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.65%
-$57.76 
VCR Vanguard Consumer Discretionary ETF
-0.63%
-$565.23 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$34.5 
IYT iShares U.S. Transportation ETF
-0.6%
-$171.18 
FULT Fulton Financial Corporation
-0.59%
-$2,705.85 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.59%
-$481.11 
VB Vanguard Small-Cap ETF
-0.58%
-$390.37 
VYMI Vanguard International High Dividend Yield Index Fund
-0.56%
-$85.1 
BAPR Innovator U.S. Equity Buffer ETF
-0.55%
-$9.44 
FHN-PE First Horizon Corporation
-0.55%
-$52 
IYG iShares U.S. Financial Services ETF
-0.54%
-$334.75 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.53%
-$1,048.13 
XLI Industrial Select Sector SPDR Fund
-0.52%
-$31.96 
PSFF Pacer Swan SOS Fund of Funds
-0.52%
-$6,662.2 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$120.84 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$81.9 
PH Parker-Hannifin Corporation
-0.51%
-$83.81 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.51%
-$143.55 
OKTA Okta Inc.
-0.49%
-$1.46 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.48%
-$283.41 
CARR Carrier Global Corporation
-0.43%
-$33 
IYM iShares U.S. Basic Materials ETF
-0.43%
-$128.25 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.42%
-$193.14 
VLU SPDR S&P 1500 Value Tilt ETF
-0.42%
-$3,382.54 
SIRI Sirius XM Holdings Inc.
-0.42%
-$35.1 
DIS The Walt Disney Company
-0.39%
-$36.58 
FTLS First Trust Long/Short Equity ETF
-0.38%
-$106.59 
BALT Inn Defined Wealth Shield Mutual Fund
-0.38%
-$8,070.01 
NOW ServiceNow, Inc.
-0.37%
-$548.24 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$398.8 
JHMM John Hancock Multifactor Mid Cap ETF
-0.33%
-$356.79 
VO Vanguard Mid-Cap ETF
-0.32%
-$3,322.8 
AVLV Avantis U.S. Large Cap Value ETF
-0.29%
-$3,877.11 
SCHV Schwab U.S. Large-Cap Value ETF
-0.25%
-$680.68 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$71.34 
NDAQ Nasdaq, Inc.
-0.22%
-$27.51 
CRON Cronos Group Inc.
-0.18%
-$1.98 
HIG-PG The Hartford Financial Services Group, Inc.
-0.18%
-$5.04 
JEPI JPMorgan Equity Premium Income Fund
-0.17%
-$905.59 
JAVA JPMorgan Active Value ETF
-0.16%
-$12.35 
TDVG T. Rowe Price Dividend Growth ETF
-0.12%
-$256.14 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.11%
-$719.1 
IAT iShares U.S. Regional Banks ETF
-0.11%
-$46.27 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$62.97 
XLF Financial Select Sector SPDR Fund
-0.09%
-$655.5 
IWN iShares Russell 2000 Value ETF
-0.06%
-$6.16 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.04%
-$8.64 
BAC Bank of America Corporation
-0.03%
-$3.96 
LGND Ligand Pharmaceuticals Inc.
-0.02%
-$4.62 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.02%
-$8.17 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.01%
-$6.63 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.01%
-$2.12 Events
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Dividends
Dividend Analysis
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| Trades 1401 | Longs Won 968/1401 69% | Profit Factor 7.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $127,391.83 |
| Average Win $36,208.71 | Best Trade (Jul 17) $2.33M | Sharpe Ratio -98.51 |
| Average Loss -$11,435.91 | Worst Trade (Mar 31) -$500,523.36 | Z-Score 21.6 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $21,483.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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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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