Bernard Wealth Management Corp Portfolio
Invests via Bernard Wealth Management Corp | Managed by Kenneth M. Bernard, CFA, Andy Niedermeier
Invests via Bernard Wealth Management Corp
Managed by Kenneth M. Bernard, CFA, Andy Niedermeier
Automatically Tracked
Company Profile
Regional wealth manager focused on delivering discretionary portfolio management, financial planning and retirement solutions to high-net-worth individuals and families. Bernard Wealth Management Corp combines advisory teams, model portfolios and tax-aware strategies to manage client assets across equities, fixed income and alternatives. The firm targets personalized mandate advisory, fee-based recurring revenue and institutional referral channels.
Regional wealth manager focused on delivering discretionary portfolio management, financial planning and retirement solutions to high-net-worth individuals and families. Bernard Wealth Management Corp combines advisory teams, model portfolios and tax-aware strategies to manage client assets across equities, fixed income and alternatives. The firm targets personalized mandate advisory, fee-based recurring revenue and institutional referral channels.
Investment Philosophy & Strategy
Delivers disciplined, tax-aware wealth management emphasizing customized discretionary mandates, model portfolio efficiency and multi-asset diversification across equities, fixed income and alternatives. Investment decisions balance long-term wealth preservation with targeted growth, blending active security selection and cost-conscious passive allocations to control fees. Risk management centers on liability-aware asset allocation, tactical rebalancing, drawdown mitigation and liquidity planning for retirement clients. Capital deployment favors income-generating securities, high-conviction concentrated ideas in core sectors, and alternative sleeves for correlation reduction. Client-aligned fee models, institutional referral pathways and governance-driven processes underpin portfolio construction and stewardship.
Delivers disciplined, tax-aware wealth management emphasizing customized discretionary mandates, model portfolio efficiency and multi-asset diversification across equities, fixed income and alternatives. Investment decisions balance long-term wealth preservation with targeted growth, blending active security selection and cost-conscious passive allocations to control fees. Risk management centers on liability-aware asset allocation, tactical rebalancing, drawdown mitigation and liquidity planning for retirement clients. Capital deployment favors income-generating securities, high-conviction concentrated ideas in core sectors, and alternative sleeves for correlation reduction. Client-aligned fee models, institutional referral pathways and governance-driven processes underpin portfolio construction and 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:
12.61%
Gain
Monthly
0.64%
Yearly
8%
Drawdown
23.97%
$273.82M
Equity
Holdings
$273.82M
Investment
$200.24M
$133.31M
Profit -$1.92M
Realized
$59.73M
Unrealized
$73.58M
Dividends
$3.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.92M
Win %
73%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$2.44M
Win %
73%
This Month
Compared to last month
Gain
0.63%
Profit
$1.71M
Win %
73%
This Year
Compared to last year
Gain
16.77%
Profit
$39.32M
Win %
71%
AMWL American Well Corporation
+13.93%
+$7.62 
BRBR BellRing Brands Inc.
+5.25%
+$138.6 
BROS Dutch Bros Inc.
+5.17%
+$2,754.7 
ASTS AST SpaceMobile, Inc.
+3.62%
+$3,980 
ARWR Arrowhead Pharmaceuticals Inc.
+3.3%
+$294.37 
ALL Allstate Corporation
+3.2%
+$503.1 
MRK Merck & Co., Inc.
+2.94%
+$6,038.02 
PANW Palo Alto Networks, Inc.
+2.79%
+$124,723.2 
ABT Abbott Laboratories
+2.63%
+$10,424.11 
GE General Electric Company
+2.44%
+$8.43 
TTE TotalEnergies SE
+2.31%
+$1,059.24 
SPAI Safe Pro Group Inc.
+2.2%
+$8.37 
BE Bloom Energy Corporation
+2.17%
+$8,404.89 
SHEL Shell plc
+2.02%
+$32.59 
JNJ Johnson & Johnson
+1.98%
+$496 
ALT Altimmune, Inc.
+1.93%
+$0.82 
ABBV AbbVie Inc.
+1.87%
+$16,450.56 
AFL Aflac Inc.
+1.84%
+$272.4 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.82%
+$3,544.5 
CRWD CrowdStrike Holdings, Inc.
+1.82%
+$74,628.51 
CVS CVS Health Corporation
+1.81%
+$225.81 
GILD Gilead Sciences Inc.
+1.67%
+$113.5 
YUM Yum! Brands, Inc.
+1.49%
+$1,609.12 
LMT Lockheed Martin Corporation
+1.44%
+$702.52 
SYY Sysco Corporation
+1.32%
+$327 
T AT&T Inc.
+1.32%
+$5.8 
TGT Target Corporation
+1.31%
+$42.32 
XOM Exxon Mobil Corporation
+1.28%
+$18,344.7 
COR Cencora, Inc.
+1.26%
+$1,147 
VZ Verizon Communications Inc.
+1.25%
+$165 
CVX Chevron Corporation
+1.24%
+$2,371.2 
GD General Dynamics Corporation
+1.17%
+$4,623.57 
ITA iShares U.S. Aerospace & Defense ETF
+1.15%
+$862.87 
HACK Amplify Cybersecurity ETF
+1.15%
+$161.92 
PRU Prudential Financial, Inc.
+1.11%
+$65.5 
COP ConocoPhillips
+1.07%
+$114.95 
LLY Eli Lilly and Company
+1.02%
+$110,373.27 
WMT Walmart Inc.
+1.01%
+$28,278.48 
OXY Occidental Petroleum Corporation
+0.99%
+$128.26 
WFC Wells Fargo & Company
+0.99%
+$866.52 
WY Weyerhaeuser Company
+0.94%
+$2.76 
M Macy's Inc.
+0.93%
+$45 
IVT InvenTrust Properties Corp.
+0.93%
+$362.78 
BRK-A Berkshire Hathaway Inc.
+0.89%
+$13,208.72 
DTE DTE Energy Company
+0.89%
+$15,441.3 
XLE Energy Select Sector SPDR Fund
+0.83%
+$138.22 
ORCL Oracle Corporation
+0.81%
+$987.91 
FR First Industrial Realty Trust Inc.
+0.8%
+$2,796.2 
ADC Agree Realty Corporation
+0.78%
+$266.49 
VRTX Vertex Pharmaceuticals Incorporated
+0.76%
+$18.5 
HDV iShares Core High Dividend ETF
+0.74%
+$27.29 
HON Honeywell International Inc.
+0.73%
+$3,931.12 
PFE Pfizer Inc.
+0.72%
+$165.78 
FENY Fidelity MSCI Energy Index ETF
+0.71%
+$284.18 
GLD SPDR Gold Shares
+0.69%
+$268.18 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$30,560.2 
ABR Arbor Realty Trust Inc.
+0.58%
+$78.45 
BHF Brighthouse Financial Inc.
+0.58%
+$3.8 
JPM JPMorgan Chase & Co.
+0.57%
+$25,036.73 
TLT iShares 20+ Year Treasury Bond ETF
+0.57%
+$12 
CGW Invesco S&P Global Water Index ETF
+0.57%
+$545.25 
CMS CMS Energy Corporation
+0.56%
+$404.04 
NEE NextEra Energy, Inc.
+0.56%
+$2.52 
EA Electronic Arts Inc.
+0.56%
+$4.64 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$702.23 
SPLV Invesco S&P 500 Low Volatility ETF
+0.54%
+$87.15 
DE Deere & Company
+0.53%
+$285.3 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.52%
+$1,299.36 
XLP Consumer Staples Select Sector SPDR Fund
+0.52%
+$101.46 
BAC Bank of America Corporation
+0.5%
+$164.09 
BUG Global X Cybersecurity ETF
+0.49%
+$3.4 
CP Canadian Pacific Kansas City Limited
+0.48%
+$195.75 
SOLS Sollensys Corp
+0.48%
+$333.2 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.48%
+$6.12 
CHKP Check Point Software Technologies Ltd.
+0.48%
+$265.85 
PG Procter & Gamble Co
+0.47%
+$151.2 
BIIB Biogen Inc.
+0.47%
+$10.89 
CHD Church & Dwight Co., Inc.
+0.42%
+$168 
PLNT Planet Fitness Inc.
+0.42%
+$22 
MMM 3M Company
+0.39%
+$255.78 
F Ford Motor Company
+0.39%
+$415.91 
VLTO Veralto Corporation
+0.37%
+$86.8 
GME Gamestop Corp.
+0.3%
+$39 
CSX CSX Corporation
+0.28%
+$331.47 
FTS Fortis Inc.
+0.27%
+$31.2 
TIP iShares TIPS Bond ETF
+0.27%
+$1.16 
FE FirstEnergy Corp.
+0.27%
+$107.64 
TJX The TJX Companies, Inc.
+0.27%
+$55.35 
DRI Darden Restaurants, Inc.
+0.26%
+$10.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$5,524.16 
VTV Vanguard Value ETF
+0.24%
+$340.26 
ETN Eaton Corporation plc
+0.23%
+$581.02 
TKO Tko Group Holdings Inc.
+0.23%
+$57.96 
MBB iShares MBS ETF
+0.21%
+$7.8 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$69.61 
COST Costco Wholesale Corporation
+0.18%
+$2,390.47 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.18%
+$2.83 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.17%
+$2.48 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$2.87 
FIG Figma Inc. Class A Common Stock
+0.17%
+$0.2 
IUSB iShares Core Universal USD Bond ETF
+0.17%
+$32 
NZF Nuveen Municipal Credit Income Fund
+0.16%
+$92 
JBND JPMorgan Active Bond ETF
+0.16%
+$19.12 
SLV iShares Silver Trust
+0.16%
+$12.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$130.52 
AAPL Apple Inc.
+0.15%
+$43,227.77 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.15%
+$6,435.54 
VCRB Vanguard Core Bond ETF
+0.14%
+$1.3 
CL Colgate-Palmolive Company
+0.14%
+$52 
MDT Medtronic plc
+0.13%
+$150.04 
SDY SPDR S&P Dividend ETF
+0.12%
+$55.86 
DGRO iShares Core Dividend Growth ETF
+0.12%
+$11,540.07 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$22.13 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.1%
+$2.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$104.1 
XLI Industrial Select Sector SPDR Fund
+0.09%
+$629.85 
WM Waste Management, Inc.
+0.09%
+$5.72 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$1.29 
MSB Mesabi Trust
+0.08%
+$4.98 
BNDX Vanguard Total International Bond ETF
+0.04%
+$7.86 
AMGN Amgen Inc.
+0.03%
+$37.9 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.02%
+$0.08 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1.34 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$8.62 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.01%
+$5.4 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$0.45 
EWC iShares MSCI Canada ETF
+0.01%
+$3.25 
CGEN Compugen Ltd.
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
FONR Fonar Corporation
0%
$0 
FSSL
0%
$0 
GMEWS
0%
$0 
HOLX Hologic Inc.
0%
$0 
NNVC Nanoviricides Inc.
0%
$0 
NOVM
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SYTA Core AI Holdings, Inc.
0%
$0 
TLSA Tiziana Life Sciences Ltd.
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.2%
-$5,299.56 
NFLX Netflix, Inc.
-9.17%
-$10,993.84 
FFIE Faraday Future Intelligent Electric Inc.
-8.85%
-$0.06 
CRDO Credo Technology Group Holding Ltd.
-7.33%
-$7,626.25 
AMC AMC Entertainment Holdings, Inc.
-7.03%
-$2.47 
GNPX Genprex, Inc.
-6.73%
-$0.22 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-6.73%
-$6,453 
HOOD Robinhood Markets, Inc.
-5.78%
-$36.78 
META Meta Platforms Inc Class A
-5.47%
-$11,314.18 
AMAT Applied Materials, Inc.
-5.47%
-$18,647.36 
ZSTK ZeroStack Corp.
-5.35%
-$1.2 
ABAT American Battery Technology Company
-4.34%
-$9.87 
INTC Intel Corporation
-4.21%
-$465.12 
APP AppLovin Corporation Class A Common Stock
-4.12%
-$465.92 
SPRY Ars Pharmaceuticals Inc
-3.78%
-$710.64 
GEHC GE HealthCare Technologies Inc.
-3.64%
-$119.5 
HIMS Hims & Hers Health, Inc.
-3.56%
-$127.02 
WILC G. Willi-Food International Ltd.
-3.35%
-$1,021.1 
SITM SiTime Corporation
-3.34%
-$2,187.76 
AAL American Airlines Group Inc.
-3.24%
-$707 
AMD Advanced Micro Devices, Inc.
-3.19%
-$30,889.34 
NOK Nokia Corporation Sponsored ADR
-3.18%
-$0.33 
ACN Accenture plc Class A
-3.17%
-$229 
SMH VanEck Semiconductor ETF
-3.16%
-$35.92 
SMCI Super Micro Computer Inc
-3.08%
-$7.6 
STCE Schwab Crypto Thematic ETF
-3.07%
-$347.4 
UBER Uber Technologies, Inc.
-3.05%
-$44,490.36 
XCEM Columbia EM Core ex-China ETF
-2.95%
-$2,431 
TSLA Tesla, Inc.
-2.85%
-$10,727.82 
FTXL First Trust Nasdaq Semiconductor ETF
-2.84%
-$162.75 
CORZ Core Scientific, Inc.
-2.81%
-$885 
MSFT Microsoft Corp.
-2.73%
-$216,566.82 
SYK Stryker Corporation
-2.71%
-$323.64 
BKNG Booking Holdings Inc.
-2.67%
-$246.25 
QCOM QUALCOMM Incorporated
-2.56%
-$654 
BABA Alibaba Group Holding Limited SP ADR
-2.53%
-$445.5 
JELD Jeld-Wen Holding, Inc.
-2.52%
-$60.66 
FITB Fifth Third Bancorp
-2.49%
-$620.12 
IHI iShares U.S. Medical Devices ETF
-2.44%
-$15.3 
GOOGL Alphabet Inc
-2.33%
-$191,458.77 
GOOG Alphabet Inc
-2.32%
-$18,417.2 
SHOP Shopify Inc.
-2.25%
-$340.01 
DKNG DraftKings Inc.
-2.21%
-$16.5 
ABTC Gryphon Digital Mining, Inc
-2.2%
-$5.82 
SOFI SoFi Technologies, Inc.
-2.19%
-$76 
IBIT iShares Bitcoin Trust
-2.16%
-$1,952.05 
KO The Coca-Cola Company
-2.15%
-$539.85 
DASH DoorDash, Inc.
-2.14%
-$955.2 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$408.36 
RDDT Reddit Inc Class A
-2.03%
-$15,310.72 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.01%
-$55 
V Visa Inc. Class A
-1.98%
-$80,038.44 
HAFN Hafnia Ltd
-1.96%
-$1,512.35 
NVDA NVIDIA Corporation
-1.96%
-$857,365.85 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.95%
-$2,629.88 
RGTI Rigetti Computing Inc
-1.95%
-$55 
SBGI Sinclair, Inc.
-1.9%
-$6.79 
BUZZ VanEck Social Sentiment ETF
-1.87%
-$63.5 
PLTR Palantir Technologies Inc.
-1.81%
-$5,095.42 
WAT Waters Corporation
-1.78%
-$6.74 
SSO ProShares Ultra S&P500
-1.78%
-$12,888.92 
ILDR First Trust Innovation Leaders ETF
-1.75%
-$49.12 
VUG Vanguard Growth ETF
-1.75%
-$2,445.21 
RRX Regal Rexnord Corporation
-1.74%
-$736 
IWF iShares Russell 1000 Growth ETF
-1.73%
-$1,612.8 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$61,933.57 
RCL Royal Caribbean Group
-1.73%
-$509.5 
XLK State Street Technology Select Sector SPDR ETF
-1.71%
-$16,859.84 
DIS The Walt Disney Company
-1.7%
-$2,256.15 
CCL Carnival Corporation Ltd.
-1.69%
-$29.57 
NVO Novo Nordisk A/S Sponsored ADR
-1.69%
-$34.8 
MA Mastercard Incorporated
-1.68%
-$4,662 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$180.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$142,220.86 
FUL H.B. Fuller Co.
-1.63%
-$159.6 
BYND Beyond Meat Inc.
-1.6%
-$0.29 
DAL Delta Air Lines, Inc.
-1.6%
-$454.28 
COF Capital One Financial Corporation
-1.59%
-$5,392 
BOBS Bob's Discount Furniture, Inc.
-1.57%
-$13 
AVGO Broadcom Inc.
-1.54%
-$4,558.3 
VGT Vanguard Information Technology ETF
-1.52%
-$41.76 
KKR KKR & Co. Inc.
-1.52%
-$78 
BLK BlackRock, Inc.
-1.51%
-$1,964.4 
IUSG iShares Core S&P U.S. Growth ETF
-1.51%
-$33.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.47%
-$926.16 
CG The Carlyle Group Inc.
-1.46%
-$340 
IDXX IDEXX Laboratories, Inc.
-1.44%
-$124.72 
FV First Trust Dorsey Wright Focus 5 ETF
-1.44%
-$25.23 
PYPL PayPal Holdings Inc
-1.44%
-$329.26 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.42%
-$818.4 
AXP American Express Company
-1.39%
-$1,847.85 
RACE Ferrari N.V.
-1.34%
-$25.6 
MAR Marriott International Inc. - Class A
-1.27%
-$423 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$58.27 
DTM Dt Midstream Inc.
-1.25%
-$32,237.28 
PBW Invesco WilderHill Clean Energy ETF
-1.23%
-$4.92 
SPHQ Invesco S&P 500 Quality ETF
-1.2%
-$398.73 
DPZ Domino's Pizza Inc.
-1.19%
-$50.83 
MRNA Moderna, Inc.
-1.17%
-$37 
LULU lululemon athletica inc.
-1.17%
-$199.44 
ESGV Vanguard ESG U.S. Stock ETF
-1.15%
-$122.4 
EFG iShares MSCI EAFE Growth ETF
-1.09%
-$158.4 
RIVN Rivian Automotive, Inc.
-1.08%
-$33.3 
GM General Motors Company
-1.08%
-$252 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.05%
-$8.61 
SPMO Invesco S&P 500 Momentum ETF
-1.04%
-$434.88 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.99%
-$19.48 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.97%
-$9.12 
NKE Nike, Inc. - Class B
-0.96%
-$182.32 
MKC McCormick & Company, Incorporated
-0.96%
-$10.2 
XHB SPDR S&P Homebuilders ETF
-0.96%
-$893.53 
NOW ServiceNow, Inc.
-0.92%
-$240 
SBUX Starbucks Corporation
-0.92%
-$49.75 
SCHX Schwab U.S. Large-Cap ETF
-0.91%
-$351,917.19 
ESGU iShares ESG Aware MSCI USA ETF
-0.91%
-$210 
SCHB Schwab U.S. Broad Market ETF
-0.9%
-$62.12 
IVV iShares Core S&P 500 ETF
-0.89%
-$2,824.95 
LOW Lowe's Companies Inc.
-0.87%
-$8,490.09 
SCHK Schwab 1000 Index ETF
-0.87%
-$236.25 
VOO Vanguard S&P 500 ETF
-0.87%
-$1,203.99 
IWP iShares Russell Mid-Cap Growth ETF
-0.87%
-$513.56 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$21,691.35 
C Citigroup Inc.
-0.86%
-$36.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.86%
-$1,429.68 
VOT Vanguard Mid-Cap Growth ETF
-0.84%
-$9.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$263.15 
BETA BETA Technologies, Inc. - Class A Common Stock
-0.82%
-$4.35 
CRBN iShares MSCI ACWI Low Carbon Target ETF
-0.82%
-$14.49 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$54,571.62 
SCHW Charles Schwab Corporation
-0.79%
-$4,143.46 
SCHF Schwab International Equity ETF
-0.79%
-$615.54 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.78%
-$1,412.4 
ADBE Adobe Inc.
-0.77%
-$59.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$143.91 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$2,262.87 
PEJ Invesco Leisure and Entertainment ETF
-0.74%
-$367.5 
IYG iShares U.S. Financial Services ETF
-0.73%
-$32,049.23 
ADSK Autodesk, Inc.
-0.72%
-$15.6 
EQX Equinox Gold Corp.
-0.69%
-$2,907.84 
LVS Las Vegas Sands Corp.
-0.68%
-$15.5 
EIS iShares MSCI Israel ETF
-0.67%
-$1,254.99 
SCHA Schwab U.S. Small-Cap ETF
-0.66%
-$49,297.95 
EBAY eBay Inc.
-0.65%
-$29.73 
ICLN iShares Global Clean Energy ETF
-0.65%
-$6.6 
B BARRICK MINING CORP Common Stock (ABR0)
-0.63%
-$22 
EZU iShares MSCI Eurozone ETF
-0.63%
-$99.33 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$20.79 
OUST Ouster, Inc.
-0.61%
-$32.25 
JCAP Jefferson Capital Inc.
-0.6%
-$11.9 
IWM iShares Russell 2000 ETF
-0.6%
-$10,567.86 
VTWO Vanguard Russell 2000 ETF
-0.6%
-$5.04 
FCX Freeport-McMoRan Inc.
-0.6%
-$272.3 
VB Vanguard Small-Cap ETF
-0.6%
-$102.95 
DHR Danaher Corporation
-0.57%
-$687.35 
MDY SPDR S&P MidCap 400 ETF Trust
-0.54%
-$635.26 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$7,430.94 
IWO iShares Russell 2000 Growth ETF
-0.53%
-$130 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$131.25 
MHD BlackRock MuniHoldings Fund Inc.
-0.51%
-$0.12 
S SentinelOne Inc.
-0.48%
-$0.38 
AMZN Amazon.com Inc
-0.46%
-$31,784.85 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.46%
-$14.8 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.44%
-$418.46 
BUFR FT Vestladder Buffer ETF-USD I
-0.43%
-$139.59 
BUFF Innovator Laddered Allocation Fund
-0.42%
-$578.92 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.42%
-$4,403.28 
EVX VanEck Environmental Services ETF
-0.42%
-$1.74 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.4%
-$557.77 
HSY The Hershey Company
-0.39%
-$222.36 
BCE BCE Inc.
-0.38%
-$50.06 
SWKS Skyworks Solutions Inc.
-0.38%
-$269.5 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.38%
-$94.52 
XLF Financial Select Sector SPDR Fund
-0.38%
-$117.17 
CLX The Clorox Company
-0.37%
-$40.15 
PEP PepsiCo, Inc.
-0.37%
-$451.14 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.37%
-$162.54 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$42.3 
BDX Becton, Dickinson and Company
-0.36%
-$5.8 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.36%
-$497.1 
SCHM Schwab U.S. Mid-Cap ETF
-0.35%
-$38,684.75 
NEM Newmont Corporation
-0.35%
-$336 
LBRT Liberty Energy Inc.
-0.34%
-$0.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$1,015.3 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.32%
-$127.54 
SOLV Solventum Corporation
-0.32%
-$26.26 
MAS Masco Corporation
-0.31%
-$41.5 
HD The Home Depot, Inc.
-0.29%
-$3,176.28 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.29%
-$134.25 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.28%
-$10.53 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.26%
-$507.36 
BWA BorgWarner Inc.
-0.26%
-$34.4 
EUDG WisdomTree Europe Quality Dividend Growth Fund
-0.24%
-$103.11 
ANGX Angel Studios, Inc.
-0.24%
-$7 
DMAX iShares Large Cap Max Buffer December Fund
-0.24%
-$24.08 
MU Micron Technology, Inc.
-0.23%
-$1,284.44 
MUA BlackRock MuniAssets Fund, Inc.
-0.23%
-$267.25 
MCD McDonald's Corporation
-0.23%
-$12.5 
CEG Constellation Energy Corporation
-0.22%
-$135.52 
VO Vanguard Mid-Cap ETF
-0.22%
-$192.5 
CAT Caterpillar Inc.
-0.21%
-$11,804.94 
YUMC Yum China Holdings Inc.
-0.21%
-$30.78 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.21%
-$510.39 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.21%
-$32.09 
VIG Vanguard Dividend Appreciation ETF
-0.19%
-$5.85 
CHRW C.H. Robinson Worldwide, Inc.
-0.18%
-$304 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$8.1 
PKW Invesco BuyBack Achievers ETF
-0.15%
-$28.6 
ARCC Ares Capital Corporation
-0.15%
-$20.37 
VRSN Verisign Inc.
-0.12%
-$32.59 
IWD iShares Russell 1000 Value ETF
-0.11%
-$124.04 
PGX Invesco Preferred ETF
-0.09%
-$14.04 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.08%
-$139.44 
MUB iShares National Muni Bond ETF
-0.07%
-$97.16 
BA Boeing Company
-0.07%
-$0.98 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.05%
-$347.59 
JCI Johnson Controls International plc
-0.05%
-$0.84 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$4.81 
IUSV iShares Core S&P U.S. Value ETF
-0.04%
-$0.94 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$4.01 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$25.08 
BEP Brookfield Renewable Partners L.P.
-0.02%
-$0.03 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$6.75 Events
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Dividends
Dividend Analysis
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| Trades 1124 | Longs Won 679/1124 60% | Profit Factor 32.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.86M |
| Average Win $202,548.3 | Best Trade (Mar 31) $57.94M | Sharpe Ratio -9.6 |
| Average Loss -$9,478.04 | Worst Trade (Jul 10) -$715,099.96 | Z-Score 3.3 (99.9%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $118,605.49 |
| 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% | 0.13% | 1.57% | 14.07% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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