GWM
Gibbs Wealth Management Portfolio
Invests via Gibbs Wealth Management | Managed by Edward Byron Gibbs, Valerie Smithey
Invests via Gibbs Wealth Management
Managed by Edward Byron Gibbs, Valerie Smithey
Automatically Tracked
Company Profile
Regional wealth manager specializing in holistic wealth planning, investment advisory, and fiduciary services for high-net-worth individuals and families, Gibbs Wealth Management combines discretionary portfolio management with financial planning, tax-aware strategies, and retirement solutions. Emphasis on personalized advice, multi-asset portfolios and continuity planning for intergenerational clients.
Regional wealth manager specializing in holistic wealth planning, investment advisory, and fiduciary services for high-net-worth individuals and families, Gibbs Wealth Management combines discretionary portfolio management with financial planning, tax-aware strategies, and retirement solutions. Emphasis on personalized advice, multi-asset portfolios and continuity planning for intergenerational clients.
Investment Philosophy & Strategy
Prioritizes tailored, fiduciary-focused wealth management for high-net-worth families, blending discretionary multi-asset portfolios with tax-aware planning and continuity strategies. Capital allocation favors diversified income and growth buckets across public equities, fixed income, alternatives and tax-efficient vehicles, combining passive core exposures with selective active tilts. Investment horizon is long-term and intergenerational, governed by liability-aware risk budgeting, drawdown control and liquidity planning. Emphasizes personalized governance, tax optimization and retirement income sustainability.
Prioritizes tailored, fiduciary-focused wealth management for high-net-worth families, blending discretionary multi-asset portfolios with tax-aware planning and continuity strategies. Capital allocation favors diversified income and growth buckets across public equities, fixed income, alternatives and tax-efficient vehicles, combining passive core exposures with selective active tilts. Investment horizon is long-term and intergenerational, governed by liability-aware risk budgeting, drawdown control and liquidity planning. Emphasizes personalized governance, tax optimization and retirement income sustainability.
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:
18.57%
Gain +0.62%
Monthly
0.64%
Yearly
7.99%
Drawdown
14.87%
$422.75M
Equity
Holdings
$422.75M
Investment
$367.8M
$77.08M
Profit +$2.93M
Realized
$22.12M
Unrealized
$54.95M
Dividends
$16.14M
Goals
Avg. 93% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$2.93M
Win %
59%
This Week
Compared To Last Week
Gain
0.28%
Profit
$1.19M
Win %
59%
This Month
Compared to last month
Gain
-0.83%
Profit
-$3.53M
Win %
59%
This Year
Compared to last year
Gain
4.31%
Profit
$17.47M
Win %
59%
GLW Corning Incorporated
+9.75%
+$142,494.38 
MU Micron Technology, Inc.
+9.48%
+$71,808.7 
MPWR Monolithic Power Systems, Inc.
+7.72%
+$101,756.24 
QCOM QUALCOMM Incorporated
+7.56%
+$98,290.5 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+6.53%
+$29,564.08 
TXN Texas Instruments Inc
+6.46%
+$34,185.46 
WMS Advanced Drainage Systems, Inc.
+6.29%
+$37,291.32 
SKY Skyline Champion Corporation
+5.72%
+$37,142.77 
BOOT Boot Barn Holdings, Inc.
+5.71%
+$45,606.66 
UFPT UFP Technologies Inc.
+5.68%
+$45,147.69 
RMBS Rambus Inc.
+5.48%
+$79,276.81 
INDI Indie Semiconductor, Inc.
+4.96%
+$8,718.84 
GEV GE Vernova Inc.
+4.91%
+$17,391.79 
CXT Crane NXT Co.
+4.54%
+$20,682.4 
KNF Knife River Corporation
+4.47%
+$21,199.86 
ANF Abercrombie & Fitch Co.
+4.4%
+$7,292.15 
NPO EnPro Industries Inc.
+4.33%
+$47,658.24 
YETI FNCL Series 2007 Other Floating Rate Instrument
+4.28%
+$21,010.02 
OLED Universal Display Corporation
+4.26%
+$9,982.8 
NVT nVent Electric plc
+4.25%
+$20,094.28 
TILE Interface Inc.
+4.24%
+$29,643.99 
EAT Brinker International Inc.
+4.11%
+$30,273.08 
AMD Advanced Micro Devices, Inc.
+3.97%
+$66,393.84 
FSS Federal Signal Corp.
+3.91%
+$21,235.4 
WSO Watsco Inc.
+3.73%
+$8,208.2 
LII Lennox International Inc.
+3.71%
+$15,733.09 
MOD Modine Manufacturing Company
+3.65%
+$44,216.48 
EPAC Enerpac Tool Group Corp.
+3.64%
+$23,732.13 
AVGO Broadcom Inc.
+3.63%
+$161,807.53 
AMAT Applied Materials, Inc.
+3.62%
+$83,423.12 
CARG CarGurus, Inc.
+3.54%
+$17,590.56 
IDCC InterDigital, Inc.
+3.5%
+$30,270.21 
POOL Pool Corporation
+3.49%
+$13,241.34 
STRL Sterling Infrastructure, Inc.
+3.47%
+$108,518.24 
CAT Caterpillar Inc.
+3.46%
+$40,321 
EDIT Editas Medicine Inc.
+3.33%
+$876.18 
EEM iShares MSCI Emerging Markets ETF
+3.33%
+$12,286.44 
CEG Constellation Energy Corporation
+3.19%
+$10,568.66 
NOVT Novanta Inc.
+3.16%
+$23,911.73 
MMSI Merit Medical Systems, Inc.
+3.13%
+$14,169.84 
LUV Southwest Airlines Co.
+3.06%
+$22,887.15 
LGND Ligand Pharmaceuticals Inc.
+3.06%
+$26,984.85 
ONON On Holding AG
+3.05%
+$6,673.45 
MTUM iShares MSCI USA Momentum Factor ETF
+3.04%
+$9,900.1 
ALLE Allegion plc
+3.02%
+$9,353.42 
ALGN Align Technology, Inc.
+2.99%
+$13,047.66 
DIS The Walt Disney Company
+2.94%
+$36,658.71 
NVDA NVIDIA Corporation
+2.65%
+$230,415.47 
CVLT Commvault Systems Inc.
+2.63%
+$17,919.11 
APH Amphenol Corporation
+2.63%
+$9,898.2 
AME Ametek Inc.
+2.52%
+$28,666.11 
WMB The Williams Companies, Inc.
+2.5%
+$31,171.36 
UTI Universal Technical Institute Inc.
+2.48%
+$18,984.96 
TGTX TG Therapeutics, Inc.
+2.46%
+$20,222.29 
ASML ASML Holding N.V. New York Registry Shares
+2.43%
+$58,143.39 
VLUE iShares MSCI USA Value Factor ETF
+2.38%
+$9,930.96 
NVMI Nova Ltd.
+2.35%
+$31,241.75 
AMZN Amazon.com Inc
+2.34%
+$173,654.86 
OSK Oshkosh Corporation
+2.28%
+$4,686.05 
EME EMCOR Group, Inc.
+2.23%
+$29,069.39 
LOW Lowe's Companies Inc.
+2.2%
+$18,943.14 
CSCO Cisco Systems, Inc.
+2.14%
+$56,919.48 
PNR Pentair plc
+2.12%
+$9,227.37 
IDXX IDEXX Laboratories, Inc.
+2%
+$21,189.55 
CNC Centene Corporation
+1.97%
+$17,255.8 
HD The Home Depot, Inc.
+1.95%
+$10,775.56 
SAN Banco Santander S.A. Sponsored ADR
+1.95%
+$3,926.26 
VMI Valmont Industries, Inc.
+1.93%
+$7,163.52 
ILMN Illumina, Inc.
+1.86%
+$4,554.25 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.83%
+$35,452.7 
BBJP JPMorgan BetaBuilders Japan Fund
+1.82%
+$9,520.87 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.82%
+$116,256 
SNA Snap-on Inc.
+1.8%
+$4,699.03 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.78%
+$3,813.59 
FIX Comfort Systems USA, Inc.
+1.7%
+$11,847.59 
BDX Becton, Dickinson and Company
+1.68%
+$13,414.23 
ABNB Airbnb, Inc.
+1.65%
+$16,766.71 
SFBS ServisFirst Bancshares Inc.
+1.63%
+$8,235.5 
SPEM SPDR Portfolio Emerging Markets ETF
+1.62%
+$95,233.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.6%
+$317,275.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.6%
+$5,833.28 
TSCO Tractor Supply Company
+1.56%
+$2,498.45 
AUB Atlantic Union Bankshares Corporation
+1.55%
+$8,869.8 
TMAT Main Thematic Innovation ETF
+1.51%
+$7,329.6 
VUG Vanguard Growth ETF
+1.5%
+$3,855.36 
SBUX Starbucks Corporation
+1.47%
+$27,799.17 
VCEL Vericel Corporation
+1.47%
+$7,026.5 
HDB HDFC Bank Limited ADR
+1.39%
+$4,906.24 
SPG Simon Property Group, Inc.
+1.37%
+$4,623.57 
UBER Uber Technologies, Inc.
+1.33%
+$11,035.6 
AZTA Azenta, Inc.
+1.3%
+$3,102.51 
UL Unilever PLC Sponsored American Depositary Receipt
+1.3%
+$14,073 
WAB Wabtec Corporation
+1.29%
+$13,141.48 
SECT Main Sector Rotation ETF
+1.29%
+$157,433.98 
JQUA JPMorgan U.S. Quality Factor ETF
+1.27%
+$38,609.4 
STE STERIS plc
+1.26%
+$2,409.82 
NDSN Nordson Corporation
+1.25%
+$5,980.52 
VRSK Verisk Analytics Inc.
+1.25%
+$6,596.25 
ORCL Oracle Corporation
+1.22%
+$57,375.36 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.22%
+$197,198.75 
PAYC Paycom Software, Inc.
+1.21%
+$5,838 
GOOG Alphabet Inc
+1.19%
+$52,274.98 
GOOGL Alphabet Inc
+1.19%
+$64,082.73 
ABCB Ameris Bancorp
+1.16%
+$8,167.94 
SXT Sensient Technologies Corporation
+1.15%
+$7,800.3 
META Meta Platforms Inc Class A
+1.09%
+$22,604.33 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.09%
+$3,441.48 
WST West Pharmaceutical Services, Inc.
+1.08%
+$9,835.02 
CSMD Congress SMid Growth ETF
+1.07%
+$23,638.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.06%
+$5,688.35 
IJH iShares Core S&P Mid-Cap ETF
+1.06%
+$3,634.74 
IWB iShares Russell 1000 ETF
+1.06%
+$4,069.32 
STZ Constellation Brands, Inc.
+1.05%
+$8,094.11 
IVV iShares Core S&P 500 ETF
+1.02%
+$14,938.58 
NWG NatWest Group plc Sponsored ADR
+1.01%
+$1,897.88 
ODFL Old Dominion Freight Line, Inc.
+1%
+$6,644.64 
TMO Thermo Fisher Scientific Inc.
+0.99%
+$3,497.52 
MDT Medtronic plc
+0.98%
+$11,627.77 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.96%
+$2,528.37 
ISRG Intuitive Surgical, Inc.
+0.92%
+$8,291.72 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.91%
+$2,170.12 
CALX Calix Inc.
+0.88%
+$3,881.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.87%
+$3,813.75 
VT Vanguard Total World Stock ETF
+0.86%
+$3,145.5 
ZTS Zoetis Inc.
+0.85%
+$8,108.1 
EZU iShares MSCI Eurozone ETF
+0.84%
+$2,626.24 
LMAT Lemaitre Vascular Inc.
+0.83%
+$5,124.35 
SO The Southern Company
+0.83%
+$2,501.55 
BCPC Balchem Corporation
+0.82%
+$4,352.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,737.58 
VO Vanguard Mid-Cap ETF
+0.79%
+$3,432.5 
SPY SPDR S&P 500 ETF Trust
+0.77%
+$12,290.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.71%
+$4,143.24 
TDY Teledyne Technologies Incorporated
+0.7%
+$7,210.66 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$2,435.98 
RY Royal Bank of Canada
+0.65%
+$15,154.09 
BSX Boston Scientific Corporation
+0.63%
+$2,664.47 
PODD Insulet Corporation
+0.61%
+$626.4 
GE General Electric Company
+0.58%
+$2,089.53 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.55%
+$48,545.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.55%
+$2,158.68 
SHOP Shopify Inc.
+0.52%
+$14,684.42 
IEF iShares 7-10 Year Treasury Bond ETF
+0.49%
+$2,718.87 
NFLX Netflix, Inc.
+0.49%
+$5,256.54 
EXPO Exponent Inc.
+0.49%
+$1,415.41 
AAPL Apple Inc.
+0.48%
+$27,481.07 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.41%
+$38,085.57 
C Citigroup Inc.
+0.41%
+$4,565.93 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.38%
+$7,988.7 
PG Procter & Gamble Co
+0.37%
+$1,614.48 
NOW ServiceNow, Inc.
+0.36%
+$3,611.46 
LYG Lloyds Banking Group Plc ADR
+0.36%
+$568.8 
ROST Ross Stores, Inc.
+0.36%
+$2,974.44 
JNK SPDR Bloomberg High Yield Bond ETF
+0.36%
+$2,761.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$38,725.32 
MUB iShares National Muni Bond ETF
+0.32%
+$2,925.26 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.32%
+$31,951.64 
PHYL PGIM Active High Yield Bond ETF
+0.31%
+$5,010.28 
GOVT iShares U.S. Treasury Bond ETF
+0.31%
+$37,135.56 
PCG PG&E Corporation
+0.27%
+$2,278.71 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.26%
+$30,977.21 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.26%
+$6,966.82 
IEV iShares Europe ETF
+0.25%
+$682.56 
SFM Sprouts Farmers Market, Inc.
+0.23%
+$1,060.74 
STIP iShares 0-5 Year TIPS Bond ETF
+0.21%
+$1,073.28 
CSX CSX Corporation
+0.21%
+$1,809.18 
EXPD Expeditors International of Washington, Inc.
+0.18%
+$506.44 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$7,553.4 
DUK Duke Energy Corporation
+0.16%
+$1,669 
UPS United Parcel Service, Inc.
+0.16%
+$633.08 
PJT PJT Partners Inc.
+0.15%
+$1,156.56 
CMCSA Comcast Corp
+0.15%
+$881.19 
CW Curtiss-Wright Corporation
+0.12%
+$2,137.92 
ARES Ares Management Corporation
+0.12%
+$182.42 
MNST Monster Beverage Corporation
+0.12%
+$879.56 
PRIM Primoris Services Corporation
+0.12%
+$783.84 
ENB Enbridge Inc.
+0.11%
+$1,128.96 
SUB iShares Short-Term National Muni Bond ETF
+0.11%
+$411.93 
BUYW Main Buywrite ETF
+0.1%
+$418.31 
AES AES Corporation
+0.1%
+$957.03 
ADSK Autodesk, Inc.
+0.09%
+$352.25 
GIS General Mills, Inc.
+0.09%
+$148.23 
PEN Penumbra Inc.
+0.09%
+$195.44 
TJX The TJX Companies, Inc.
+0.09%
+$192.85 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.07%
+$172.06 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$448.56 
MS Morgan Stanley
+0.06%
+$761.83 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$178.39 
JAAA Janus Henderson AAA CLO ETF
+0.06%
+$1,121.61 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$2,450 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$172.48 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$133.2 
PEP PepsiCo, Inc.
+0.03%
+$422.24 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.03%
+$202.87 
ADBE Adobe Inc.
0%
$0 
ASST
0%
$0 
BOX
0%
$0 
COO
0%
$0 
CSWI CSW Industrials Inc.
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
GSHD Goosehead Insurance Inc.
0%
$0 
JBT John Bean Technologies Corporation
0%
$0 
OS OneStream, Inc.
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
ACN Accenture plc Class A
-18.71%
-$158,328.62 
EPAM Epam Systems Inc.
-11.24%
-$45,849 
MORN Morningstar, Inc.
-6.09%
-$24,340 
KRMN Karman Holdings Inc.
-5.82%
-$8,044.65 
LMT Lockheed Martin Corporation
-4.62%
-$14,071.21 
IBM International Business Machines Corporation
-4.46%
-$15,623.38 
LPLA LPL Financial Holdings Inc.
-4.16%
-$19,850.88 
RKLB Rocket Lab Corporation
-4.07%
-$20,264.24 
FTI TechnipFMC plc
-4.03%
-$50,325.34 
RTX RTX Corporation
-3.94%
-$108,266.73 
MCK McKesson Corporation
-3.93%
-$9,906.41 
SCHW Charles Schwab Corporation
-3.6%
-$13,392.6 
AEM Agnico Eagle Mines Limited
-3.56%
-$63,984.02 
GD General Dynamics Corporation
-3.31%
-$36,360.47 
COP ConocoPhillips
-2.74%
-$26,681.4 
B BARRICK MINING CORP Common Stock (ABR0)
-2.74%
-$20,090.27 
PFE Pfizer Inc.
-2.66%
-$10,621.86 
NCNO nCino, Inc.
-2.58%
-$8,692.8 
AMT American Tower Corporation
-2.48%
-$26,545.48 
GWRE GUIDEWIRE SOFTWARE INC
-2.48%
-$8,746.44 
OXY Occidental Petroleum Corporation
-2.48%
-$9,431.19 
AON Aon plc
-2.41%
-$35,655.97 
WTW Willis Towers Watson Public Limited Company
-2.37%
-$5,125.12 
BMY Bristol-Myers Squibb Company
-2.35%
-$16,831.1 
XOM Exxon Mobil Corporation
-2.29%
-$24,244.46 
CSGP CoStar Group, Inc.
-2.27%
-$7,034.55 
MSCI MSCI Inc.
-2.23%
-$43,986.36 
SAP SAP SE Sponsored ADR
-2.19%
-$24,172.01 
CVX Chevron Corporation
-2.19%
-$31,102.08 
NEM Newmont Corporation
-2.18%
-$22,022.5 
CME CME Group Inc.
-2.15%
-$8,921.47 
NVS Novartis AG Sponsored ADR
-2.09%
-$10,083.56 
JNJ Johnson & Johnson
-2.07%
-$30,491.95 
THC Tenet Healthcare Corporation
-2.02%
-$12,866.04 
ABBV AbbVie Inc.
-2.01%
-$17,951.3 
SHEL Shell plc
-2%
-$13,844.39 
GILD Gilead Sciences Inc.
-1.99%
-$10,477.92 
BJ BJ's Wholesale Club Holdings, Inc.
-1.97%
-$4,931.64 
PLTR Palantir Technologies Inc.
-1.97%
-$12,264.04 
TTE TotalEnergies SE
-1.87%
-$5,105.41 
CASY Casey's General Stores Inc.
-1.86%
-$22,106.88 
SEIC SEI Investments Company
-1.86%
-$4,715.11 
BA Boeing Company
-1.84%
-$37,286.08 
RYAN Ryan Specialty Holdings Inc.
-1.81%
-$9,936 
MCD McDonald's Corporation
-1.7%
-$15,099.74 
BR Broadridge Financial Solutions, Inc.
-1.63%
-$5,445.73 
PTC PTC Inc.
-1.56%
-$2,245.41 
JPM JPMorgan Chase & Co.
-1.56%
-$27,497.96 
RSG Republic Services, Inc.
-1.53%
-$3,975.17 
INTU Intuit Inc.
-1.49%
-$5,000.45 
CI The Cigna Group
-1.49%
-$12,444.39 
AZN AstraZeneca PLC American Depositary Shares
-1.45%
-$30,099.74 
BSY Bentley Systems, Incorporated Class B
-1.45%
-$3,717.05 
SLV iShares Silver Trust
-1.35%
-$5,777.72 
REGN Regeneron Pharmaceuticals, Inc.
-1.34%
-$4,392.91 
RGEN Repligen Corporation
-1.3%
-$9,326.4 
TDC Teradata Corporation
-1.28%
-$4,212.4 
NET Cloudflare Inc.
-1.2%
-$9,325.11 
MRK Merck & Co., Inc.
-1.19%
-$6,930.83 
MNDY monday.com Ltd.
-1.19%
-$2,174.13 
MDLZ Mondelez International, Inc.
-1.08%
-$3,998.94 
WM Waste Management, Inc.
-1.06%
-$3,903.38 
SNPS Synopsys, Inc.
-1.05%
-$9,204.28 
T AT&T Inc.
-1.05%
-$4,039.41 
VRTX Vertex Pharmaceuticals Incorporated
-1.01%
-$5,742.74 
HALO Halozyme Therapeutics Inc.
-0.99%
-$2,108.68 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$7,192.16 
BBAI BigBear.ai Holdings Inc.
-0.9%
-$1,789.62 
BRO Brown & Brown Inc.
-0.9%
-$2,141.73 
WMT Walmart Inc.
-0.9%
-$8,984.56 
KO The Coca-Cola Company
-0.88%
-$4,763.69 
MPC Marathon Petroleum Corporation
-0.88%
-$6,970.3 
BN Brookfield Corporation
-0.87%
-$2,716.74 
WFC Wells Fargo & Company
-0.85%
-$12,925.77 
BRK-B Berkshire Hathaway Inc.
-0.84%
-$14,608 
APD Air Products and Chemicals, Inc.
-0.83%
-$2,733.05 
LLY Eli Lilly and Company
-0.82%
-$51,431.22 
AIG American International Group Inc.
-0.82%
-$5,423.51 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.81%
-$1,569.37 
CRM Salesforce Inc
-0.68%
-$5,804.58 
CVS CVS Health Corporation
-0.66%
-$9,420.45 
VZ Verizon Communications Inc.
-0.6%
-$16,546.47 
MA Mastercard Incorporated
-0.58%
-$17,415.1 
DBP Invesco DB Precious Metals Fund
-0.56%
-$1,805.45 
AXP American Express Company
-0.56%
-$1,508.91 
V Visa Inc. Class A
-0.54%
-$23,990.84 
FCX Freeport-McMoRan Inc.
-0.54%
-$7,904.27 
AVAV AeroVironment Inc.
-0.53%
-$2,211.65 
BAC Bank of America Corporation
-0.53%
-$6,465 
KEX Kirby Corporation
-0.48%
-$3,037.56 
DPZ Domino's Pizza Inc.
-0.47%
-$1,995.03 
WEC WEC Energy Group Inc.
-0.47%
-$1,580.99 
PM Philip Morris International Inc.
-0.4%
-$6,257.22 
HGER Harbor Commodity All-Weather Fund
-0.35%
-$1,399.12 
TSLA Tesla, Inc.
-0.34%
-$8,973.28 
UNP Union Pacific Corporation
-0.32%
-$1,366.18 
AEP American Electric Power Company, Inc.
-0.27%
-$1,018.5 
ACIW ACI Worldwide, Inc.
-0.25%
-$1,282.71 
WWD Woodward Inc.
-0.25%
-$954.43 
MELI MercadoLibre, Inc.
-0.23%
-$1,003.45 
USB U.S. Bancorp
-0.22%
-$883.25 
EFX Equifax Inc.
-0.21%
-$813.76 
HLNE Hamilton Lane Inc.
-0.18%
-$701.55 
GLDM SPDR Gold MiniShares Trust
-0.17%
-$650.47 
MOG-A Moog Inc.
-0.16%
-$1,951.04 
NU Nu Holdings Ltd.
-0.15%
-$434.14 
GLD SPDR Gold Shares
-0.15%
-$2,245.58 
ABT Abbott Laboratories
-0.12%
-$978.45 
MSFT Microsoft Corp.
-0.12%
-$8,014.44 
JBBB Janus Henderson B-BBB CLO ETF
-0.08%
-$1,336.08 
MET MetLife Inc.
-0.06%
-$388.74 
ADP Automatic Data Processing Inc.
-0.05%
-$112.99 
F-PD Ford Motor Company 6.500% Notes
-0.04%
-$190.2 
HLI Houlihan Lokey Inc.
-0.04%
-$525.66 
ICLR ICON plc
-0.04%
-$175.26 
BIZD VanEck BDC Income ETF
-0.04%
-$342.53 
HEI.A Heico Corporation
-0.02%
-$153.85 
MEDP Medpace Holdings Inc.
-0.02%
-$33.72 
SE Sea Ltd.
-0.01%
-$72.82 Events
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Dividends
Dividend Analysis
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| Trades 2269 | Longs Won 1321/2269 58% | Profit Factor 3.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,480.43 |
| Average Win $85,807.72 | Best Trade (Jun 01) $2.75M | Sharpe Ratio -6.27 |
| Average Loss -$38,264.21 | Worst Trade (Jun 08) -$571,242.1 | Z-Score -2.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $33,969.82 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
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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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