RJW
Ryan J. Warner Portfolio
Invests via C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | Managed by Seth Meisler, Greg Dillon, Kai Prior, Ryan Warner
Invests via C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
Managed by Seth Meisler, Greg Dillon, Kai Prior, Ryan Warner
Automatically Tracked
Ryan J. Warner Profile
With an extensive background in technology-driven ventures, Ryan J. Warner is a seasoned entrepreneur recognized for his impactful leadership in emerging markets. He has successfully co-founded multiple startups that leverage innovative solutions to address consumer needs and industry gaps, particularly within the tech landscape. His experience spans from early-stage capital raising to navigating complex growth trajectories, making him a valuable player in the startup ecosystem. As an advocate for entrepreneurial excellence, he continuously seeks opportunities to mentor up-and-coming founders while remaining actively involved in shaping future business paradigms.
With an extensive background in technology-driven ventures, Ryan J. Warner is a seasoned entrepreneur recognized for his impactful leadership in emerging markets. He has successfully co-founded multiple startups that leverage innovative solutions to address consumer needs and industry gaps, particularly within the tech landscape. His experience spans from early-stage capital raising to navigating complex growth trajectories, making him a valuable player in the startup ecosystem. As an advocate for entrepreneurial excellence, he continuously seeks opportunities to mentor up-and-coming founders while remaining actively involved in shaping future business paradigms.
Investment Philosophy & Strategy
Focusing on innovative technology solutions, Ryan J. Warner exemplifies a dynamic approach to entrepreneurship and investment. His leadership style encourages strategic agility, allowing for swift adaptations in the fast-paced startup environment. With extensive experience in fostering growth-oriented ventures, he emphasizes identifying market disruptions as key drivers of value creation. The pursuit of scalable business models underpins his investment philosophy, reflecting an acute awareness of consumer demands and emerging trends. By prioritizing mentorship within the entrepreneurial community, he also cultivates future leaders while reinforcing collaborative frameworks that elevate potential.
Focusing on innovative technology solutions, Ryan J. Warner exemplifies a dynamic approach to entrepreneurship and investment. His leadership style encourages strategic agility, allowing for swift adaptations in the fast-paced startup environment. With extensive experience in fostering growth-oriented ventures, he emphasizes identifying market disruptions as key drivers of value creation. The pursuit of scalable business models underpins his investment philosophy, reflecting an acute awareness of consumer demands and emerging trends. By prioritizing mentorship within the entrepreneurial community, he also cultivates future leaders while reinforcing collaborative frameworks that elevate potential.
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:
39.57%
Gain -0.01%
Monthly
0.98%
Yearly
12.48%
Drawdown
14.71%
$1.96B
Equity
Holdings
$1.96B
Investment
$1.65B
$589M
Profit -$143,500.23
Realized
$281.6M
Unrealized
$307.4M
Dividends
$62.04M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$143,500.23
Win %
76%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$143,500.23
Win %
76%
This Month
Compared to last month
Gain
-0.97%
Profit
-$19.18M
Win %
76%
This Year
Compared to last year
Gain
3.67%
Profit
$84.44M
Win %
75%
ZVIA Zevia PBC
+7.25%
+$1,311.6 
INTC Intel Corporation
+6.51%
+$75,445.54 
TER Teradyne, Inc.
+5.72%
+$48,505.04 
MIAX Miami International Holdings, Inc.
+4.89%
+$94,834.96 
AMD Advanced Micro Devices, Inc.
+4.73%
+$141,794.96 
QCOM QUALCOMM Incorporated
+4.32%
+$31,378.28 
GEV GE Vernova Inc.
+3.73%
+$15,139.89 
PAAS Pan American Silver Corp.
+3.46%
+$7,673.26 
SETM Sprott Critical Materials ETF
+3.04%
+$36,880.15 
PSI Invesco Semiconductors ETF
+3%
+$10,640.64 
GDX VanEck Gold Miners ETF
+2.97%
+$8,905.05 
CEG Constellation Energy Corporation
+2.86%
+$7,790.23 
ICOP iShares Copper and Metals Mining ETF
+2.81%
+$36,431.68 
SCHW Charles Schwab Corporation
+2.71%
+$5,304 
T AT&T Inc.
+2.52%
+$21,209.44 
VZ Verizon Communications Inc.
+2.49%
+$14,592.24 
TCAI Tortoise AI Infrastructure ETF
+2.39%
+$44,558.09 
JPM JPMorgan Chase & Co.
+2.31%
+$26,469.07 
IBKR Interactive Brokers Group Inc.
+2.23%
+$6,496.38 
CMCSA Comcast Corp
+2.21%
+$4,315.79 
GEF-B Greif, Inc.
+2.21%
+$5,385.68 
AXP American Express Company
+2.18%
+$14,191.92 
NUE Nucor Corporation
+2.09%
+$7,373.88 
PM Philip Morris International Inc.
+1.95%
+$29,362.54 
TFC Truist Financial Corporation
+1.93%
+$7,776.3 
XLB Materials Select Sector SPDR Fund
+1.87%
+$10,900.8 
D Dominion Energy, Inc.
+1.83%
+$4,612.82 
TSLA Tesla, Inc.
+1.82%
+$38,991.68 
AIPO Defiance AI & Power Infrastructure ETF
+1.81%
+$28,022.4 
BRC Brady Corporation
+1.8%
+$4,787.34 
ING ING Groep N.V. Sponsored ADR
+1.79%
+$7,348.98 
SMH VanEck Semiconductor ETF
+1.73%
+$52,917.9 
PSCT Invesco S&P SmallCap Information Technology ETF
+1.69%
+$7,071.84 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$559,382.9 
ET Energy Transfer L.P.
+1.65%
+$6,589.05 
UNP Union Pacific Corporation
+1.65%
+$7,765.96 
SOXX iShares Semiconductor ETF
+1.59%
+$96,406.18 
BX Blackstone Inc.
+1.58%
+$3,718.77 
BAC Bank of America Corporation
+1.56%
+$8,796.94 
DE Deere & Company
+1.55%
+$9,432.25 
BLK BlackRock, Inc.
+1.52%
+$15,250.36 
GLW Corning Incorporated
+1.5%
+$4,187 
CVS CVS Health Corporation
+1.47%
+$7,262.36 
CAT Caterpillar Inc.
+1.44%
+$53,002.28 
COP ConocoPhillips
+1.4%
+$8,017.38 
XLF Financial Select Sector SPDR Fund
+1.37%
+$9,547.2 
NEE NextEra Energy, Inc.
+1.35%
+$12,157.8 
ICVT iShares Convertible Bond ETF
+1.35%
+$18,814.4 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$3,642.04 
ABBV AbbVie Inc.
+1.32%
+$66,419.44 
IFRA iShares U.S. Infrastructure
+1.29%
+$6,313.67 
PWB Invesco Large Cap Growth ETF
+1.29%
+$9,675.74 
IYZ iShares U.S. Telecommunications ETF
+1.27%
+$3,589.3 
IFN The India Fund, Inc.
+1.2%
+$2,968.68 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$19,343.52 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.18%
+$3,570.5 
ITW Illinois Tool Works Inc.
+1.17%
+$4,335.89 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$12,342.15 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$2,276.08 
AFL Aflac Inc.
+1.16%
+$9,324.45 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$3,094.87 
ETR Entergy Corporation
+1.11%
+$3,633.16 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$7,429.54 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$8,929.38 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$12,465.15 
NSC Norfolk Southern Corporation
+1.09%
+$3,538.86 
PECO Phillips Edison & Company, Inc.
+1.08%
+$2,442.6 
JNJ Johnson & Johnson
+1.07%
+$29,103.32 
MPC Marathon Petroleum Corporation
+1.06%
+$9,711.58 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$4,256.46 
V Visa Inc. Class A
+1.05%
+$4,161.67 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$5,528.25 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$13,977.42 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$51,338.65 
IWD iShares Russell 1000 Value ETF
+0.98%
+$6,415.5 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$16,533.9 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$2,651.04 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$7,254.32 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$3,572 
VTV Vanguard Value ETF
+0.94%
+$483,988.47 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.93%
+$3,840.94 
PPG PPG Industries Inc.
+0.93%
+$2,362.8 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$8,987 
VNQ Vanguard Real Estate ETF
+0.92%
+$10,212.3 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$10,628.41 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$5,760.77 
NDSN Nordson Corporation
+0.9%
+$6,142.96 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$4,508.98 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$17,776.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$8,945.63 
IWX iShares Russell Top 200 Value ETF
+0.89%
+$9,483.21 
IYR iShares U.S. Real Estate ETF
+0.89%
+$14,877.32 
FNY First Trust Mid Cap Growth Fund
+0.89%
+$2,563.08 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$7,230.24 
IWM iShares Russell 2000 ETF
+0.87%
+$10,609.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$15,764.95 
HDV iShares Core High Dividend ETF
+0.87%
+$14,034 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$59,573.75 
GAM General American Investors Company, Inc.
+0.86%
+$5,171.04 
PG Procter & Gamble Co
+0.86%
+$10,844.53 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$9,368.73 
IDNA iShares Genomics Immunology and Healthcare ETF
+0.85%
+$5,302 
ED Consolidated Edison, Inc.
+0.84%
+$2,088 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$3,351.6 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$11,752.36 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$65,653.22 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$10,985.5 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$42,316.7 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$2,235.2 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$17,067.15 
SO The Southern Company
+0.78%
+$1,902.38 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.77%
+$2,967.65 
SLV iShares Silver Trust
+0.77%
+$7,049.53 
FE FirstEnergy Corp.
+0.77%
+$4,016.51 
GE General Electric Company
+0.76%
+$4,825.96 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$5,265 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$158,195.5 
PSX Phillips 66
+0.76%
+$5,431.01 
CVX Chevron Corporation
+0.75%
+$8,440.54 
XLE Energy Select Sector SPDR Fund
+0.75%
+$20,300.3 
MO Altria Group, Inc.
+0.74%
+$6,178.74 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,436.29 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$2,052.4 
HD The Home Depot, Inc.
+0.73%
+$27,579.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$8,191.82 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$36,714.24 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$1,693.25 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$13,902.33 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$67,248.56 
VB Vanguard Small-Cap ETF
+0.7%
+$98,708.54 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$246,987.16 
IYK iShares U.S. Consumer Staples ETF
+0.69%
+$2,812.14 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$27,979.12 
EMR Emerson Electric Co.
+0.69%
+$3,142.9 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$5,989.55 
COST Costco Wholesale Corporation
+0.68%
+$23,150.09 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$5,345.31 
LNT Alliant Energy Corporation
+0.68%
+$1,547.42 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$59,843.91 
IGF iShares Global Infrastructure ETF
+0.67%
+$2,362.95 
CGDV Capital Group Dividend Value ETF
+0.66%
+$65,744.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$829,029.45 
MS Morgan Stanley
+0.65%
+$4,399.42 
VOYA Voya Financial Inc.
+0.64%
+$7,098.04 
DUK Duke Energy Corporation
+0.63%
+$4,839.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$3,485.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$212,077.5 
IYW iShares U.S. Technology ETF
+0.61%
+$29,293.44 
DCOR Dimensional US Core Equity 1 ETF
+0.6%
+$234,292.52 
XUSP Innovator Uncapped Accelerated US Equity Fund
+0.6%
+$9,982.28 
AVDE Avantis International Equity ETF
+0.59%
+$33,833.61 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$113,822.65 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,120.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,354.2 
AEP American Electric Power Company, Inc.
+0.58%
+$1,884.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$4,096.62 
VGT Vanguard Information Technology ETF
+0.58%
+$10,644.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$383,719.82 
FDVV Fidelity High Dividend ETF
+0.57%
+$2,341.5 
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$1,476.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$39,694.14 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$14,541.84 
AHR American Healthcare REIT, Inc.
+0.56%
+$1,347.06 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,548.9 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$4,516.6 
IVV iShares Core S&P 500 ETF
+0.55%
+$75,027.36 
VOO Vanguard S&P 500 ETF
+0.55%
+$114,941.49 
HON Honeywell International Inc.
+0.54%
+$3,674.72 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$144,868.26 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$38,834.57 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$1,613.52 
GOOGL Alphabet Inc
+0.53%
+$22,509.35 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$39,704.73 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,181.25 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$5,178.08 
IWB iShares Russell 1000 ETF
+0.52%
+$1,907.35 
BALI iShares Adaptive Large Cap ETF
+0.51%
+$12,111.99 
VIS Vanguard Industrials ETF
+0.51%
+$1,828.62 
FTGS First Trust Growth Strength ETF
+0.5%
+$1,243.31 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$1,420.38 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$17,628.2 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$14,400.36 
LNG Cheniere Energy Inc.
+0.47%
+$1,835.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$9,569.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$144,763.72 
GOOG Alphabet Inc
+0.45%
+$23,286.4 
WMT Walmart Inc.
+0.45%
+$9,055.28 
VXF Vanguard Extended Market ETF
+0.44%
+$1,663.2 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$6,338.67 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,221.81 
IXUS iShares Core International Stock ETF
+0.43%
+$1,133.65 
IXN iShares Global Tech ETF
+0.42%
+$8,903.69 
CSX CSX Corporation
+0.42%
+$1,441.4 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$79,156.83 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$6,183.71 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$2,950.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$150,785.76 
ACWI iShares MSCI ACWI ETF
+0.41%
+$1,136 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$7,666.68 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$9,316.8 
BMY Bristol-Myers Squibb Company
+0.4%
+$944.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$212,523.75 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,538.03 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$12,743.73 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$3,488.21 
MGC Vanguard Mega Cap ETF
+0.38%
+$3,049.22 
GD General Dynamics Corporation
+0.38%
+$845.93 
PEP PepsiCo, Inc.
+0.38%
+$2,465.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$12,638.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$33,571.5 
IWL iShares Russell Top 200 ETF
+0.36%
+$2,435.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$220,083.36 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,252.74 
AMGN Amgen Inc.
+0.32%
+$2,242.4 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.3%
+$722.88 
WM Waste Management, Inc.
+0.3%
+$1,135.22 
UMAR Innovator U.S. Equity Ultra Fund
+0.3%
+$18,178.62 
UJAN Innovator U.S. Equity Ultra Fund
+0.3%
+$19,053.6 
MLPX Global X MLP & Energy Infrastructure ETF
+0.3%
+$8,756 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$34,184.46 
SCHF Schwab International Equity ETF
+0.29%
+$3,102.16 
XOM Exxon Mobil Corporation
+0.28%
+$10,895.75 
IXC iShares Global Energy ETF
+0.28%
+$3,210.64 
EFA iShares MSCI EAFE ETF
+0.28%
+$785.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$4,984.3 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.28%
+$3,962.07 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$5,082.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$515,577.85 
FBCG Fidelity Blue Chip Growth Fund
+0.25%
+$13,567.29 
SCHY Schwab International Dividend Equity ETF
+0.24%
+$1,165.68 
BSEP Innovator U.S. Equity Buffer ETF
+0.24%
+$792.92 
OEF iShares S&P 100 ETF
+0.24%
+$635.53 
UDEC Innovator U.S. Equity Ultra Fund
+0.23%
+$14,313.5 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.23%
+$3,600.31 
IGRO iShares International Dividend Growth ETF
+0.23%
+$1,071.8 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.22%
+$1,556.47 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$3,677.45 
USEP Innovator U.S. Equity Ultra ETF
+0.21%
+$13,058.84 
UJUN Innovator U.S. Equity Ultra Fund
+0.21%
+$12,368.64 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$94,592.4 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.2%
+$2,236.01 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.2%
+$1,468.18 
ADP Automatic Data Processing Inc.
+0.2%
+$1,549.72 
ZJAN Innovator Defined Wealth Shield ETF
+0.19%
+$3,579.88 
UFEB Innovator U.S. Equity Ultra ETF
+0.19%
+$11,527.65 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$4,137.84 
VGK Vanguard FTSE Europe ETF
+0.18%
+$2,649.76 
VUG Vanguard Growth ETF
+0.18%
+$112,252.5 
UOCT Innovator U.S. Equity Ultra Fund
+0.17%
+$10,498.46 
CIEN Ciena Corporation
+0.17%
+$509.97 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$2,383.15 
BNDX Vanguard Total International Bond ETF
+0.17%
+$43,691.92 
JPIB JPMorgan International Bond ETF
+0.17%
+$335.92 
XTL SPDR S&P Telecom ETF
+0.17%
+$558.97 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$377.65 
DJUL FT Vest US Equity Deep Buffer Fund
+0.16%
+$1,783.5 
GAUG FT Vest US Equity Moderate Fund
+0.16%
+$2,250.81 
NVDA NVIDIA Corporation
+0.16%
+$18,849.6 
PFE Pfizer Inc.
+0.15%
+$1,202 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$405.28 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.14%
+$692.37 
RY Royal Bank of Canada
+0.14%
+$6,758.93 
BINC iShares Flexible Income Active ETF
+0.13%
+$16,964.85 
UNOV Innovator U.S. Equity Ultra Fund
+0.13%
+$7,954.28 
SHW The Sherwin-Williams Company
+0.13%
+$1,660.42 
GJUL FT Vest US Equity Moderate Class B
+0.13%
+$1,870 
RYLD Global X Russell 2000 Covered Call ETF
+0.13%
+$318.12 
EALT Bear Family of Funds, Inc.
+0.12%
+$1,537.84 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$437.04 
UMAY Innovator U.S. Equity Ultra Fund
+0.11%
+$6,589.67 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$253.5 
KO The Coca-Cola Company
+0.11%
+$732.33 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$346.95 
PREF Principal Spectrum Preferred Securities Active ETF
+0.1%
+$223.8 
EVLN Eaton Vance Floating-Rate ETF
+0.1%
+$267.55 
UAPR Innovator U.S. Equity Ultra ETF
+0.1%
+$6,310.94 
MSFT Microsoft Corp.
+0.1%
+$14,414.44 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.1%
+$7,014.08 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.09%
+$4,287.42 
UAUG Innovator U.S. Equity Ultra Fund
+0.08%
+$5,160.96 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$590.8 
IAU iShares Gold Trust
+0.08%
+$5,682.42 
ENB Enbridge Inc.
+0.07%
+$220.96 
CL Colgate-Palmolive Company
+0.07%
+$225.36 
JAJL Innovator EDP ETF - 6M January/July
+0.07%
+$1,163.52 
DJUN FT VEST US Equity Deep Buffer Fund
+0.06%
+$231.12 
LMUB iShares Long-Term National Muni Bond ETF
+0.06%
+$208.32 
GLD SPDR Gold Shares
+0.06%
+$2,236.74 
SHYM iShares High Yield Bond ETF
+0.04%
+$700.45 
TJX The TJX Companies, Inc.
+0.04%
+$339.99 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$134.92 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$616.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,061.15 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$243.2 
BALT Inn Defined Wealth Shield Mutual Fund
+0.03%
+$2,231.69 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$22,568.91 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$2,582.67 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$112.02 
JPIE JPMorgan Income ETF
+0.02%
+$110.95 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$155.36 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$88.09 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$4,940.9 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$750.07 
CLOA iShares AAA CLO ETF
+0.02%
+$616.17 
ORCL Oracle Corporation
+0.02%
+$101.04 
MCD McDonald's Corporation
+0.01%
+$284.95 
ANTM Anthem Inc
0%
$0 
APOC
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
HIMU
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
RYE Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
VG
0%
$0 
VTEI
0%
$0 
ZAPR
0%
$0 
ZJUL
0%
$0 
ZOCT
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$194,630.54 
LLY Eli Lilly and Company
-2.41%
-$41,561.58 
PLTR Palantir Technologies Inc.
-2.36%
-$39,573.66 
SHLD Global X Defense Tech ETF
-2.04%
-$356,384.14 
SHOP Shopify Inc.
-2.02%
-$12,414.41 
ABT Abbott Laboratories
-1.64%
-$28,772.31 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$30,746.04 
AAPL Apple Inc.
-1.52%
-$471,420 
LMT Lockheed Martin Corporation
-1.52%
-$9,827.91 
MU Micron Technology, Inc.
-1.43%
-$9,154.93 
MRK Merck & Co., Inc.
-1.42%
-$11,349.25 
MELI MercadoLibre, Inc.
-1.27%
-$5,038.8 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$9,105.43 
VEEV Veeva Systems Inc.
-1.24%
-$9,254.09 
AMZN Amazon.com Inc
-1.23%
-$79,277.41 
BA Boeing Company
-1.16%
-$3,052.14 
NFLX Netflix, Inc.
-1.14%
-$22,518.09 
PML PIMCO Municipal Income Fund II
-1.06%
-$946.96 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$4,757.97 
ETHA iShares Ethereum Trust
-1.02%
-$2,078.18 
AXON Axon Enterprise, Inc.
-1%
-$2,489.79 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$2,227.5 
IBM International Business Machines Corporation
-0.95%
-$25,361.56 
AVGO Broadcom Inc.
-0.91%
-$28,098.02 
BHVN Biohaven Ltd.
-0.79%
-$1,395 
ACHR-WT Archer Aviation Inc. WT
-0.78%
-$9 
HEAL Global X HealthTech ETF
-0.74%
-$12,919.49 
CSCO Cisco Systems, Inc.
-0.6%
-$2,838.25 
ETN Eaton Corporation plc
-0.57%
-$4,034.25 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,826.23 
BSX Boston Scientific Corporation
-0.55%
-$1,228.76 
UPS United Parcel Service, Inc.
-0.51%
-$3,880.26 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$1,133.58 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.47%
-$2,533.08 
RPM RPM International Inc.
-0.45%
-$1,079.03 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$6,782.1 
MCK McKesson Corporation
-0.4%
-$5,284.64 
DGX Quest Diagnostics Inc.
-0.38%
-$1,133.44 
RTX RTX Corporation
-0.37%
-$2,674.48 
OZ Belpointe PREP LLC
-0.37%
-$827.73 
IHAK iShares Cybersecurity and Tech ETF
-0.36%
-$1,602.4 
AMLP Alerian MLP ETF
-0.34%
-$3,463.92 
DIS The Walt Disney Company
-0.3%
-$954 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$956.7 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$29,702.66 
META Meta Platforms Inc Class A
-0.26%
-$6,683.1 
GILD Gilead Sciences Inc.
-0.22%
-$602.84 
SHEL Shell plc
-0.22%
-$432.06 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$13,572.09 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$12,753.26 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$5,995.27 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$3,160.64 
MBB iShares MBS ETF
-0.15%
-$24,516.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$9,858 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.13%
-$1,350.72 
SYSB iShares Systematic Bond ETF
-0.12%
-$3,728.01 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$783 
LOW Lowe's Companies Inc.
-0.12%
-$815.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$542.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,272.46 
VHT Vanguard Health Care ETF
-0.12%
-$1,348.44 
BUG Global X Cybersecurity ETF
-0.12%
-$460.24 
MLN VanEck Long Muni ETF
-0.11%
-$2,354.9 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$8,785.28 
DGCB Dimensional Global Credit Fund
-0.09%
-$7,051.05 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$16,167.4 
EPD Enterprise Products Partners L.P.
-0.08%
-$302.31 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,147.28 
IGEB iShares Investment Grade Corporate Bond ETF
-0.08%
-$2,015.44 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$2,722.18 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$825.9 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$1,293.67 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
-0.05%
-$440.22 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,400.18 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.04%
-$453.36 
IBIT iShares Bitcoin Trust
-0.03%
-$451.87 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$391.69 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$213.54 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$93.35 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$2,967.27 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.02%
-$540.76 
MUB iShares National Muni Bond ETF
-0.01%
-$251.55 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$181.01 
EDGF 3Edge Dynamic Fixed Income ETF
0%
-$8.29 
IWY iShares Russell Top 200 Growth ETF
0%
-$55.64 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4061 | Longs Won 2602/4061 64% | Profit Factor 19.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $996,852.95 |
| Average Win $238,506.29 | Best Trade (Jun 14) $32.23M | Sharpe Ratio -5.67 |
| Average Loss -$21,471.09 | Worst Trade (Mar 31) -$5.17M | Z-Score -11.15 (44.08%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $145,039.06 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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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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