MAF
MJT & Associates Financial Advisory Group Inc. Portfolio
Invests via MJT & Associates Financial Advisory Group Inc. | Managed by Mitchell J. Thompson
Invests via MJT & Associates Financial Advisory Group Inc.
Managed by Mitchell J. Thompson
Automatically Tracked
Company Profile
Regional boutique advisory specializing in wealth management, retirement planning and small-cap M&A advisory for private clients and RIAs. MJT & Associates Financial Advisory Group Inc. offers financial planning, investment due diligence, insurance solutions and fiduciary services, positioning itself as a client-centric advisor to high-net-worth individuals and small institutions. Revenue model is advisory fees and transaction fees, with emphasis on recurring fee income and personalized service.
Regional boutique advisory specializing in wealth management, retirement planning and small-cap M&A advisory for private clients and RIAs. MJT & Associates Financial Advisory Group Inc. offers financial planning, investment due diligence, insurance solutions and fiduciary services, positioning itself as a client-centric advisor to high-net-worth individuals and small institutions. Revenue model is advisory fees and transaction fees, with emphasis on recurring fee income and personalized service.
Investment Philosophy & Strategy
Focuses on bespoke wealth and small‑cap M&A advisory, blending fiduciary financial planning with disciplined due diligence. Capital allocation favors diversified, income-oriented portfolios for high-net-worth clients and conservative growth allocations for institutional RIAs, emphasizing recurring-fee relationships. Underwriting prioritizes cash-flow stability, downside protection and asymmetric risk/reward in small-cap transactions. Time horizon is multi-year to retirement; risk management combines insurance solutions, tax-aware structuring and liquidity planning. Competitive edge is personalized service, transaction execution expertise and alignment through fee-based stewardship.
Focuses on bespoke wealth and small‑cap M&A advisory, blending fiduciary financial planning with disciplined due diligence. Capital allocation favors diversified, income-oriented portfolios for high-net-worth clients and conservative growth allocations for institutional RIAs, emphasizing recurring-fee relationships. Underwriting prioritizes cash-flow stability, downside protection and asymmetric risk/reward in small-cap transactions. Time horizon is multi-year to retirement; risk management combines insurance solutions, tax-aware structuring and liquidity planning. Competitive edge is personalized service, transaction execution expertise and alignment through fee-based stewardship.
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:
4.24%
Gain
Monthly
0.27%
Yearly
3.26%
Drawdown
18.87%
$150.94M
Equity
Holdings
$150.94M
Investment
$127.66M
$27.68M
Profit -$530,161.33
Realized
$4.4M
Unrealized
$23.28M
Dividends
$3.27M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$530,161.33
Win %
65%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$62,591.3
Win %
65%
This Month
Compared to last month
Gain
-0.17%
Profit
-$249,760.03
Win %
65%
This Year
Compared to last year
Gain
-0.18%
Profit
-$268,326.59
Win %
66%
CSWI CSW Industrials Inc.
+8.6%
+$289.92 
BE Bloom Energy Corporation
+6.58%
+$1,524.32 
MMED MiniMed Group, Inc.
+5.48%
+$205.32 
STX Seagate Technology Holdings plc
+4.71%
+$702.6 
MU Micron Technology, Inc.
+4.02%
+$24,311.6 
QUBT Quantum Computing Inc.
+3.73%
+$35.62 
LOGI Logitech International S.A.
+3.35%
+$402.6 
SLI Standard Lithium Ltd.
+3.24%
+$61.39 
FN Fabrinet
+3.12%
+$100.52 
ADM Archer-Daniels-Midland Co
+3.04%
+$466.2 
RMBS Rambus Inc.
+2.59%
+$197.25 
ORCL Oracle Corporation
+2.58%
+$1,778.34 
CSCO Cisco Systems, Inc.
+2.54%
+$267.84 
FIVE Five Below, Inc.
+2.24%
+$92.82 
PANW Palo Alto Networks, Inc.
+2.2%
+$717.14 
COHR Coherent Corp.
+2.07%
+$40.22 
SHEL Shell plc
+2.07%
+$116.16 
NOC Northrop Grumman Corporation
+2.04%
+$116.49 
UNH UnitedHealth Group Incorporated
+2.04%
+$2,804.75 
CYRX Cryoport Inc.
+2.03%
+$400.92 
LYB LyondellBasell Industries N.V.
+1.95%
+$47.25 
NTAP NetApp, Inc.
+1.89%
+$160.06 
DOW Dow Inc.
+1.83%
+$118.77 
ETN Eaton Corporation plc
+1.77%
+$350.5 
SAR Saratoga Investment Corp.
+1.75%
+$31.96 
ZS Zscaler Inc.
+1.73%
+$86.02 
SWKS Skyworks Solutions Inc.
+1.65%
+$175.75 
CAT Caterpillar Inc.
+1.65%
+$202.02 
MO Altria Group, Inc.
+1.64%
+$39.44 
XOM Exxon Mobil Corporation
+1.63%
+$366.52 
POWI Power Integrations Inc.
+1.57%
+$71.5 
CRWV CoreWeave, Inc.
+1.52%
+$138.75 
SOLS Sollensys Corp
+1.5%
+$3.5 
QRVO Qorvo Inc.
+1.5%
+$6.25 
ABT Abbott Laboratories
+1.49%
+$36.75 
F Ford Motor Company
+1.48%
+$95.18 
PSX Phillips 66
+1.46%
+$290.56 
BMY Bristol-Myers Squibb Company
+1.45%
+$1,487.5 
VTR Ventas Inc.
+1.41%
+$92.46 
JNJ Johnson & Johnson
+1.38%
+$6,372.15 
AFL Aflac Inc.
+1.37%
+$96.33 
IRM Iron Mountain Inc.
+1.36%
+$90.75 
ABBV AbbVie Inc.
+1.34%
+$333.2 
EMR Emerson Electric Co.
+1.34%
+$608.22 
CNQ Canadian Natural Resources Limited
+1.33%
+$289.56 
STM STMicroelectronics N.V.
+1.32%
+$415.83 
RTX RTX Corporation
+1.3%
+$15.15 
AU AngloGold Ashanti plc
+1.27%
+$319.13 
CVX Chevron Corporation
+1.26%
+$2,013.75 
PLPC Preformed Line Products Co.
+1.26%
+$16.52 
IMO Imperial Oil Limited
+1.25%
+$173.42 
PM Philip Morris International Inc.
+1.21%
+$45.8 
BFH Bread Financial Holdings Inc.
+1.18%
+$25.52 
VLO Valero Energy Corporation
+1.14%
+$106.02 
PRU Prudential Financial, Inc.
+1.12%
+$1,337.98 
BHE Benchmark Electronics Inc.
+1.12%
+$61.77 
FFIV F5 Inc.
+1.1%
+$88.4 
DD DuPont de Nemours, Inc.
+1.09%
+$86.14 
CMI Cummins Inc.
+1.07%
+$305.8 
ENPH Enphase Energy, Inc.
+1.05%
+$6.45 
GLD SPDR Gold Shares
+1.03%
+$394.8 
EQIX Equinix, Inc.
+0.98%
+$128.18 
NVS Novartis AG Sponsored ADR
+0.97%
+$219.04 
WELL Welltower Inc.
+0.94%
+$314.14 
CAH Cardinal Health Inc.
+0.87%
+$172 
COP ConocoPhillips
+0.87%
+$1,058.4 
MRK Merck & Co., Inc.
+0.85%
+$649.64 
OLN Olin Corporation
+0.77%
+$36.04 
HAL Halliburton Company
+0.76%
+$90.63 
SCCO Southern Copper Corporation
+0.74%
+$214.5 
ICLN iShares Global Clean Energy ETF
+0.74%
+$304.83 
LLY Eli Lilly and Company
+0.74%
+$68.8 
LH Labcorp Holdings Inc.
+0.72%
+$14.28 
ENS EnerSys
+0.69%
+$34.97 
GD General Dynamics Corporation
+0.68%
+$52.5 
JCI Johnson Controls International plc
+0.67%
+$44.65 
VRT Vertiv Holdings Co
+0.67%
+$80.36 
CTVA Corteva Inc.
+0.66%
+$74.17 
TER Teradyne, Inc.
+0.65%
+$10.5 
EQT EQT Corporation
+0.65%
+$21.12 
NSC Norfolk Southern Corporation
+0.64%
+$60.34 
NUE Nucor Corporation
+0.59%
+$95.91 
APD Air Products and Chemicals, Inc.
+0.59%
+$101.5 
VTRS Viatris Inc.
+0.58%
+$1.4 
SQ Block, Inc.
+0.57%
+$3.76 
TGT Target Corporation
+0.56%
+$69.42 
INCY Incyte Corporation
+0.55%
+$28.16 
LFUS Littelfuse Inc.
+0.55%
+$26.4 
IGE iShares North American Natural Resources ETF
+0.53%
+$124 
EOG EOG Resources, Inc.
+0.52%
+$48.24 
ROST Ross Stores, Inc.
+0.51%
+$94.4 
AMT American Tower Corporation
+0.51%
+$30.96 
JPM JPMorgan Chase & Co.
+0.5%
+$221.65 
UNP Union Pacific Corporation
+0.47%
+$74.2 
CEG Constellation Energy Corporation
+0.42%
+$297.86 
MSI Motorola Solutions, Inc.
+0.41%
+$13.52 
RGLD Royal Gold Inc.
+0.4%
+$15.1 
HALO Halozyme Therapeutics Inc.
+0.37%
+$11.89 
BIOX Bioceres Crop Solutions Corp.
+0.37%
+$1.93 
DLR Digital Realty Trust, Inc.
+0.36%
+$16.38 
SN SharkNinja, Inc.
+0.36%
+$36.96 
AEIS Advanced Energy Industries Inc.
+0.34%
+$10.67 
GRMN Garmin Ltd.
+0.33%
+$82.17 
VZ Verizon Communications Inc.
+0.33%
+$0.29 
GIL Gildan Activewear Inc.
+0.33%
+$41.83 
AEM Agnico Eagle Mines Limited
+0.32%
+$106.92 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$18.24 
AMLP Alerian MLP ETF
+0.3%
+$151.2 
EXEL Exelixis Inc.
+0.3%
+$1.65 
SPG Simon Property Group, Inc.
+0.29%
+$23.45 
LRCX Lam Research Corporation
+0.28%
+$225 
BAC Bank of America Corporation
+0.27%
+$75.9 
FXC Invesco CurrencyShares Canadian Dollar Trust
+0.27%
+$3.88 
WY Weyerhaeuser Company
+0.27%
+$24.18 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$463.6 
OGS One Gas Inc.
+0.24%
+$380 
BOOT Boot Barn Holdings, Inc.
+0.23%
+$6.84 
VTV Vanguard Value ETF
+0.23%
+$7.65 
TIP iShares TIPS Bond ETF
+0.22%
+$0.24 
TPL Texas Pacific Land Corporation
+0.22%
+$22.75 
ULTA Ulta Beauty Inc.
+0.21%
+$2.06 
T AT&T Inc.
+0.18%
+$24.98 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.18%
+$3.24 
ADC Agree Realty Corporation
+0.17%
+$5.6 
ADUS Addus HomeCare Corporation
+0.17%
+$7.7 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$40.35 
EPM Evolution Petroleum Corporation
+0.13%
+$0.01 
OKE ONEOK, Inc.
+0.13%
+$288 
SCHM Schwab U.S. Mid-Cap ETF
+0.13%
+$178.2 
FRDM Freedom 100 Emerging Markets ETF
+0.12%
+$8 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.12%
+$0.6 
USRT iShares Core U.S. REIT ETF
+0.12%
+$3.84 
STIP iShares 0-5 Year TIPS Bond ETF
+0.11%
+$9,053.83 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.11%
+$7.3 
OGN Organon & Co.
+0.11%
+$0.15 
FR First Industrial Realty Trust Inc.
+0.11%
+$1.57 
RAMP LiveRamp Holdings, Inc.
+0.1%
+$4.44 
DNP DNP Select Income Fund Inc.
+0.1%
+$44.98 
SCHH Schwab U.S. REIT ETF
+0.1%
+$24.77 
KRP Kimbell Royalty Partners, LP
+0.1%
+$10.44 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$6.42 
AEP American Electric Power Company, Inc.
+0.1%
+$39 
MLPX Global X MLP & Energy Infrastructure ETF
+0.1%
+$4.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$15.39 
NEE NextEra Energy, Inc.
+0.09%
+$263.44 
BBY Best Buy Co., Inc.
+0.09%
+$11.25 
SPBO SPDR Portfolio Corporate Bond ETF
+0.09%
+$30.02 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.09%
+$11.7 
BGRN iShares USD Green Bond ETF
+0.09%
+$3.88 
APH Amphenol Corporation
+0.08%
+$10.68 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$5.94 
VNQ Vanguard Real Estate ETF
+0.07%
+$663.53 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$0.06 
D Dominion Energy, Inc.
+0.06%
+$112.5 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$17.57 
MBB iShares MBS ETF
+0.06%
+$2.15 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.05%
+$0.55 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$5.49 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.04%
+$0.14 
ELS Equity Lifestyle Properties Inc.
+0.04%
+$1.18 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.04%
+$0.14 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,154.04 
SLP Simulations Plus, Inc.
+0.03%
+$0.38 
VOE Vanguard Mid-Cap Value ETF
+0.03%
+$431.4 
BKLN Invesco Senior Loan ETF
+0.02%
+$0.07 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$1,724.35 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$0.06 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$0.61 
ARES Ares Management Corporation
+0.02%
+$0.18 
TJX The TJX Companies, Inc.
+0.01%
+$2.1 
IPAR Inter Parfums, Inc.
+0.01%
+$0.21 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EURN Euronav NV
0%
$0 
H5919C104
0%
$0 
INO Inovio Pharmaceuticals, Inc.
0%
$0 
IRS-WT IRSA Inversiones y Representaciones Sociedad Anónima WT
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
LAC
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SO The Southern Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.52%
-$856.12 
SNPS Synopsys, Inc.
-7.9%
-$329.5 
META Meta Platforms Inc Class A
-4.67%
-$2,949.75 
GEHC GE HealthCare Technologies Inc.
-4.02%
-$361.68 
PTIR GraniteShares 2x Palantir ETF
-3.78%
-$258.07 
SHEN Shenandoah Telecommunications Company
-3.75%
-$2.3 
SBLK Star Bulk Carriers Corp.
-3.71%
-$0.96 
GDDY Godaddy Inc.
-3.53%
-$136 
IBM International Business Machines Corporation
-3.25%
-$1,656.63 
ITGR Integer Holdings Corporation
-3.19%
-$142.87 
PNR Pentair plc
-3.18%
-$104.5 
MDB MongoDB Inc.
-3.06%
-$292.03 
KO The Coca-Cola Company
-2.88%
-$1,859.55 
KTB Kontoor Brands Inc.
-2.87%
-$478.8 
EXLS ExlService Holdings Inc.
-2.68%
-$70.84 
NDAQ Nasdaq, Inc.
-2.68%
-$55.66 
MZTI The Marzetti Company
-2.64%
-$58 
UBER Uber Technologies, Inc.
-2.56%
-$157.28 
ILMN Illumina, Inc.
-2.55%
-$130.81 
MOV Movado Group Inc.
-2.53%
-$72.36 
HVT Haverty Furniture Companies Inc.
-2.52%
-$58.08 
BKNG Booking Holdings Inc.
-2.42%
-$223 
A Agilent Technologies Inc.
-2.41%
-$88.69 
ZM Zoom Video Communications, Inc.
-2.41%
-$96.32 
FDS FactSet Research Systems Inc.
-2.4%
-$170.1 
OTIS Otis Worldwide Corporation
-2.33%
-$56 
MSFT Microsoft Corp.
-2.29%
-$4,718.52 
WOLF Wolfspeed, Inc.
-2.28%
-$0.71 
TTEK Tetra Tech, Inc.
-2.28%
-$31.39 
GOOG Alphabet Inc
-2.27%
-$272.68 
GOOGL Alphabet Inc
-2.27%
-$2,706.11 
FAST Fastenal Co.
-2.21%
-$2,613.11 
MGRC McGrath RentCorp
-2.07%
-$27.61 
DIS The Walt Disney Company
-2.05%
-$544.68 
ACN Accenture plc Class A
-2.02%
-$73.12 
AOS A. O. Smith Corporation
-2.02%
-$80.52 
CTAS Cintas Corporation
-1.98%
-$98.16 
AMAT Applied Materials, Inc.
-1.98%
-$477.3 
BR Broadridge Financial Solutions, Inc.
-1.97%
-$33.11 
V Visa Inc. Class A
-1.96%
-$300.3 
FISV Fiserv, Inc.
-1.95%
-$57.57 
APAM Artisan Partners Asset Management Inc.
-1.94%
-$342 
NVO Novo Nordisk A/S Sponsored ADR
-1.93%
-$222.88 
MNST Monster Beverage Corporation
-1.93%
-$148.61 
ZBH Zimmer Biomet Holdings, Inc.
-1.9%
-$285.6 
BNY BlackRock New York Municipal Income Trust
-1.9%
-$9.18 
RF Regions Financial Corporation
-1.9%
-$246 
DHI D.R. Horton, Inc.
-1.9%
-$181.66 
TSLA Tesla, Inc.
-1.87%
-$3,270.4 
BURL Burlington Stores Inc.
-1.85%
-$79.2 
NOK Nokia Corporation Sponsored ADR
-1.83%
-$190 
COIN Coinbase Global, Inc.
-1.83%
-$392.62 
PBH Prestige Consumer Healthcare Inc.
-1.82%
-$45.08 
QTWO Q2 Holdings Inc.
-1.82%
-$36.36 
MTD Mettler-Toledo International Inc.
-1.8%
-$167.9 
SHOP Shopify Inc.
-1.79%
-$141.12 
DORM Dorman Products, Inc.
-1.78%
-$69.39 
MORN Morningstar, Inc.
-1.78%
-$105.4 
NKE Nike, Inc. - Class B
-1.77%
-$176.96 
MA Mastercard Incorporated
-1.75%
-$425.48 
MED Medifast Inc.
-1.71%
-$18 
CHWY Chewy Inc.
-1.7%
-$27.01 
MTZ MasTec, Inc. Common Stock
-1.68%
-$5.72 
HE Hawaiian Electric Industries Inc.
-1.67%
-$56.58 
ELV Elevance Health, Inc.
-1.67%
-$37.38 
BWB Bridgewater Bancshares Inc.
-1.65%
-$370 
DASH DoorDash, Inc.
-1.64%
-$24.48 
ALG Alamo Group Inc.
-1.63%
-$59.51 
MKC McCormick & Company, Incorporated
-1.63%
-$18.92 
SPEM SPDR Portfolio Emerging Markets ETF
-1.63%
-$905.53 
KLAC KLA Corporation
-1.62%
-$1,384.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$6,073.34 
EME EMCOR Group, Inc.
-1.59%
-$71.58 
CRH CRH plc
-1.59%
-$113.9 
ICFI ICF International Inc.
-1.55%
-$55.44 
SPGI S&P Global Inc.
-1.55%
-$199.08 
LOW Lowe's Companies Inc.
-1.54%
-$106.56 
SBUX Starbucks Corporation
-1.53%
-$161.02 
WDAY Workday Inc.
-1.49%
-$54 
BSX Boston Scientific Corporation
-1.45%
-$40.63 
CBRE CBRE Group Inc.
-1.44%
-$62.1 
CTSH Cognizant Technology Solutions Corporation
-1.44%
-$25.6 
CPB The Campbell's Company
-1.44%
-$83.85 
DECK Deckers Outdoor Corporation
-1.42%
-$81.89 
ALLE Allegion plc
-1.41%
-$203.84 
ZTS Zoetis Inc.
-1.4%
-$15.05 
SCHE Schwab Emerging Markets Equity ETF
-1.39%
-$5,036.5 
VEEV Veeva Systems Inc.
-1.39%
-$74.11 
TXN Texas Instruments Inc
-1.39%
-$145.62 
RL Ralph Lauren Corporation
-1.37%
-$74.2 
AXP American Express Company
-1.35%
-$2,714.6 
LULU lululemon athletica inc.
-1.35%
-$52.8 
SOUN SoundHound AI Inc.
-1.35%
-$85 
PEP PepsiCo, Inc.
-1.28%
-$4,235.14 
KFY Korn Ferry
-1.25%
-$62.37 
CLF Cleveland-Cliffs Inc.
-1.24%
-$15.04 
WEYS Weyco Group Inc.
-1.24%
-$175 
RHI Robert Half Inc.
-1.23%
-$63.75 
DT Dynatrace, Inc.
-1.21%
-$89.64 
CRM Salesforce Inc
-1.2%
-$95.45 
VUG Vanguard Growth ETF
-1.2%
-$75.92 
SHW The Sherwin-Williams Company
-1.18%
-$23.94 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$3,846.8 
BIIB Biogen Inc.
-1.15%
-$36 
EXPE Expedia Group, Inc.
-1.15%
-$34.14 
RSG Republic Services, Inc.
-1.13%
-$71.26 
PSA Public Storage Common Stock
-1.12%
-$47.45 
FELE Franklin Electric Co., Inc.
-1.12%
-$37.51 
NVDA NVIDIA Corporation
-1.11%
-$10,036.95 
GIS General Mills, Inc.
-1.11%
-$831.62 
JLL Jones Lang LaSalle Inc.
-1.11%
-$14.92 
KFRC Kforce Inc.
-1.09%
-$49.28 
HD The Home Depot, Inc.
-1.09%
-$4,847.41 
BCPC Balchem Corporation
-1.08%
-$45 
HSY The Hershey Company
-1.08%
-$115.29 
BX Blackstone Inc.
-1.07%
-$38.78 
BDX Becton, Dickinson and Company
-0.97%
-$117 
DHR Danaher Corporation
-0.96%
-$189.12 
KD Kyndryl Holdings Inc.
-0.96%
-$1.15 
FIX Comfort Systems USA, Inc.
-0.92%
-$15.37 
MCD McDonald's Corporation
-0.91%
-$3,560 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$215,022.45 
AMGN Amgen Inc.
-0.9%
-$69.93 
C Citigroup Inc.
-0.9%
-$136.88 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.89%
-$97.02 
AAPL Apple Inc.
-0.88%
-$2,057.44 
XYL Xylem Inc.
-0.88%
-$39.6 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$2,746.24 
QCOM QUALCOMM Incorporated
-0.87%
-$51.8 
CAG Conagra Brands Inc.
-0.86%
-$139.25 
COHU Cohu Inc.
-0.85%
-$61.6 
IUSG iShares Core S&P U.S. Growth ETF
-0.85%
-$80.58 
PNW Pinnacle West Capital Corporation
-0.84%
-$930.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$6.45 
BTI British American Tobacco p.l.c. ADR
-0.81%
-$1.54 
COST Costco Wholesale Corporation
-0.81%
-$207.9 
SOLV Solventum Corporation
-0.8%
-$117.65 
CPT Camden Property Trust
-0.79%
-$22.75 
FTDR Frontdoor, Inc.
-0.77%
-$19.3 
SNOW Snowflake Inc.
-0.77%
-$78.66 
AMZN Amazon.com Inc
-0.75%
-$235 
KEN Kenon Holdings Ltd.
-0.75%
-$43.5 
NTNX Nutanix, Inc.
-0.74%
-$41.09 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$26.46 
AVB AvalonBay Communities, Inc.
-0.72%
-$64.4 
GOLF Acushnet Holdings Corp.
-0.71%
-$19.09 
INTC Intel Corporation
-0.7%
-$796.96 
LIN Linde plc
-0.69%
-$18.02 
BUD Anheuser-Busch InBev S.A. ADR
-0.68%
-$2.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$1,131.13 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$31,866.66 
CMCSA Comcast Corp
-0.66%
-$52.48 
FEGE First Eagle Global Equity ETF
-0.66%
-$4,244.76 
CHD Church & Dwight Co., Inc.
-0.64%
-$21.59 
SRPT Sarepta Therapeutics Inc.
-0.64%
-$7.59 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$116.55 
VLTO Veralto Corporation
-0.63%
-$12.49 
EGP EastGroup Properties Inc.
-0.63%
-$8.4 
EXPD Expeditors International of Washington, Inc.
-0.61%
-$124.32 
IVV iShares Core S&P 500 ETF
-0.61%
-$4,990.98 
EQR Equity Residential
-0.61%
-$45.48 
SNPE Xtrackers S&P 500 ESG ETF
-0.61%
-$915.9 
SCHB Schwab U.S. Broad Market ETF
-0.6%
-$6.47 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$5,435.04 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$56.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$184,387.58 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.57%
-$254.4 
LUMN Lumen Technologies Inc.
-0.56%
-$3.04 
VSNT Versant Media Group, Inc.
-0.55%
-$2 
KRMA Global X Conscious Companies ETF
-0.55%
-$734.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$70.88 
ESGE iShares ESG Aware MSCI EM ETF
-0.55%
-$202.16 
AEE Ameren Corporation
-0.54%
-$152.5 
QLYS Qualys, Inc.
-0.54%
-$16.15 
PIPR Piper Sandler Companies
-0.53%
-$132.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.53%
-$41.47 
DOV Dover Corporation
-0.52%
-$12.54 
MGEE Mge Energy Inc.
-0.51%
-$630 
FE FirstEnergy Corp.
-0.51%
-$250 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.51%
-$101.25 
MDT Medtronic plc
-0.5%
-$291.9 
ROL Rollins, Inc.
-0.49%
-$5.4 
ADBE Adobe Inc.
-0.49%
-$5.8 
SUI Sun Communities Inc.
-0.49%
-$15.6 
DIOD Diodes Inc.
-0.48%
-$27.95 
NXPI NXP Semiconductors N.V.
-0.48%
-$77.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.47%
-$6,089.25 
ONTO Onto Innovation Inc.
-0.46%
-$2.61 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.44%
-$105.83 
GLW Corning Incorporated
-0.44%
-$45.5 
MRSH Marsh & McLennan Companies, Inc.
-0.44%
-$9.6 
GM General Motors Company
-0.44%
-$34 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$36.96 
EBAY eBay Inc.
-0.43%
-$24 
CSX CSX Corporation
-0.43%
-$40.26 
CL Colgate-Palmolive Company
-0.41%
-$30.03 
FDX FedEx Corporation
-0.41%
-$30.13 
SCHW Charles Schwab Corporation
-0.41%
-$11.34 
XLF Financial Select Sector SPDR Fund
-0.41%
-$138 
DKNG DraftKings Inc.
-0.4%
-$66.5 
REXR Rexford Industrial Realty, Inc.
-0.4%
-$0.9 
BWLP BW LPG Limited
-0.39%
-$22.4 
GEF Greif Inc.
-0.38%
-$8.41 
UPS United Parcel Service, Inc.
-0.37%
-$1,346.84 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.37%
-$21,634.8 
DON WisdomTree U.S. MidCap Dividend Fund
-0.36%
-$25,769.1 
JEPI JPMorgan Equity Premium Income Fund
-0.36%
-$0.41 
GPOR Gulfport Energy Corporation
-0.36%
-$6.05 
CALM Cal-Maine Foods Inc.
-0.35%
-$12.4 
ECL Ecolab Inc.
-0.35%
-$24.13 
BIO Bio-Rad Laboratories Inc.
-0.34%
-$6.18 
VB Vanguard Small-Cap ETF
-0.34%
-$20.3 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.34%
-$267.05 
IWM iShares Russell 2000 ETF
-0.33%
-$475.3 
OTTR Otter Tail Corporation
-0.32%
-$125.58 
EFA iShares MSCI EAFE ETF
-0.32%
-$12.87 
GWW W.W. Grainger, Inc.
-0.32%
-$44.3 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$510 
COWZ Pacer US Cash Cows 100 ETF
-0.31%
-$15.6 
WEC WEC Energy Group Inc.
-0.31%
-$8.75 
LW Lamb Weston Holdings, Inc.
-0.3%
-$74.62 
TT Trane Technologies plc
-0.29%
-$8.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.29%
-$293.67 
MDY SPDR S&P MidCap 400 ETF Trust
-0.29%
-$32.16 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$32.4 
AZO AutoZone Inc.
-0.28%
-$8.54 
FERG Ferguson Enterprises Inc
-0.28%
-$33.8 
WMT Walmart Inc.
-0.28%
-$2,215.04 
XEL Xcel Energy Inc.
-0.28%
-$633.38 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$46 
SLB Schlumberger Limited
-0.26%
-$17.16 
AVGO Broadcom Inc.
-0.25%
-$762.85 
EXC Exelon Corporation
-0.25%
-$105.22 
MDLZ Mondelez International, Inc.
-0.24%
-$38.85 
PLD Prologis Inc.
-0.23%
-$50.75 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$1,038.57 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$17.41 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.22%
-$113.4 
ANET Arista Networks, Inc.
-0.21%
-$25.92 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.19%
-$9,189.9 
NEM Newmont Corporation
-0.19%
-$18.9 
IONS Ionis Pharmaceuticals, Inc.
-0.19%
-$1.57 
PG Procter & Gamble Co
-0.19%
-$625.82 
PKG Packaging Corporation of America
-0.18%
-$12.47 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.18%
-$0.94 
SW Smurfit WestRock PLC
-0.18%
-$4 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.18%
-$46.17 
IVE ISHARES S&P 500 VALUE ETF
-0.17%
-$2,772.4 
AZN AstraZeneca PLC American Depositary Shares
-0.17%
-$19.14 
VOT Vanguard Mid-Cap Growth ETF
-0.16%
-$2,899.2 
EL The Estée Lauder Companies Inc. Class A
-0.16%
-$5.85 
GPC Genuine Parts Company
-0.15%
-$21.28 
MEDP Medpace Holdings Inc.
-0.15%
-$1.58 
SBSW Sibanye Stillwater Ltd - ADR
-0.14%
-$3.96 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.14%
-$69.53 
SCHF Schwab International Equity ETF
-0.13%
-$0.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$893.18 
ENSG The Ensign Group, Inc.
-0.12%
-$2.89 
USB U.S. Bancorp
-0.12%
-$217.95 
PPG PPG Industries Inc.
-0.11%
-$2.73 
KMB Kimberly-Clark Corporation
-0.11%
-$3.22 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$25,534.2 
IGOV iShares International Treasury Bond ETF
-0.1%
-$1 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.09%
-$22.32 
WAB Wabtec Corporation
-0.09%
-$0.49 
EFV iShares MSCI EAFE Value ETF
-0.09%
-$2.66 
NPO EnPro Industries Inc.
-0.09%
-$7.7 
MP MP Materials Corp.
-0.07%
-$7.5 
MUB iShares National Muni Bond ETF
-0.06%
-$3.64 
PFE Pfizer Inc.
-0.06%
-$1.73 
MMM 3M Company
-0.06%
-$112.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$0.93 
ESE Esco Technologies Inc.
-0.04%
-$2.52 
CARR Carrier Global Corporation
-0.04%
-$1.73 
MTSI MACOM Technology Solutions Holdings, Inc.
-0.03%
-$2.43 
KVUE Kenvue Inc.
-0.03%
-$2.44 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.02%
-$19.26 
PLUS Eplus Inc.
-0.01%
-$0.36 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$0.07 
REG Regency Centers Corporation
-0.01%
-$0.67 
GRNB VanEck Green Bond ETF
-0.01%
-$1.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1339 | Longs Won 885/1339 66% | Profit Factor 39.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,745.58 |
| Average Win $32,080.23 | Best Trade (Jul 13) $6.88M | Sharpe Ratio -11.45 |
| Average Loss -$1,567 | Worst Trade (Jul 14) -$119,386.02 | Z-Score 4.78 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $20,671.62 |
| 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 | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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