Joshua Stipcich Portfolio
Invests via Tidemark, LLC | Managed by Joshua Stipcich, Tyler Abney
Invests via Tidemark, LLC
Managed by Joshua Stipcich, Tyler Abney
Automatically Tracked
Joshua Stipcich Profile
Seasoned operator and early-stage investor focused on fintech, payments and SaaS businesses. Joshua Stipcich combines engineering and product experience with multiple founding and operator roles, advising growth-stage teams on go-to-market, API integrations and monetization. Active angel investor and board advisor, prioritizes capital-efficient models and developer-first platforms; evaluates opportunities for network effects, recurring revenue and clear paths to scale. Frequently works with founders on commercialization and technical roadmaps.
Seasoned operator and early-stage investor focused on fintech, payments and SaaS businesses. Joshua Stipcich combines engineering and product experience with multiple founding and operator roles, advising growth-stage teams on go-to-market, API integrations and monetization. Active angel investor and board advisor, prioritizes capital-efficient models and developer-first platforms; evaluates opportunities for network effects, recurring revenue and clear paths to scale. Frequently works with founders on commercialization and technical roadmaps.
Investment Philosophy & Strategy
Operator-investor lens focused on early-stage fintech, payments and developer-first SaaS. Prioritizes capital-efficient, product-led businesses with strong recurring revenue, API-driven integrations and potential for network effects. Combines engineering and founding experience to underwrite clear monetization and GTM pathways, emphasizing technical defensibility and scalable commercialization. Investment decisions favor founder-led teams, measurable unit economics, iterative roadmap execution and board-level partnership to drive growth to scale.
Operator-investor lens focused on early-stage fintech, payments and developer-first SaaS. Prioritizes capital-efficient, product-led businesses with strong recurring revenue, API-driven integrations and potential for network effects. Combines engineering and founding experience to underwrite clear monetization and GTM pathways, emphasizing technical defensibility and scalable commercialization. Investment decisions favor founder-led teams, measurable unit economics, iterative roadmap execution and board-level partnership to drive growth to scale.
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:
49.55%
Gain -0.81%
Monthly
1.26%
Yearly
16.28%
Drawdown
15.2%
$441.75M
Equity
Holdings
$441.75M
Investment
$386.98M
$89.41M
Profit -$2.35M
Realized
$34.63M
Unrealized
$54.78M
Dividends
$18.19M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$2.35M
Win %
72%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$2M
Win %
72%
This Month
Compared to last month
Gain
-0.53%
Profit
-$2.35M
Win %
72%
This Year
Compared to last year
Gain
-0.52%
Profit
-$2.29M
Win %
72%
MNST Monster Beverage Corporation
+99.96%
+$361.28 
MPC Marathon Petroleum Corporation
+7.42%
+$1,371.44 
PSX Phillips 66
+5.69%
+$383.13 
EXE Expand Energy Corporation
+5.08%
+$14.16 
SPOT Spotify Technology S.A.
+4.85%
+$639.36 
SNDA Sonida Senior Living Inc.
+4.19%
+$1,264.12 
ISRG Intuitive Surgical, Inc.
+3.85%
+$4,968.37 
RMD ResMed Inc.
+3.83%
+$81.1 
NEM Newmont Corporation
+3.79%
+$12.84 
ABNB Airbnb, Inc.
+3.72%
+$26.52 
TRGP Targa Resources Corp.
+3.64%
+$56.04 
CRL Charles River Laboratories International, Inc.
+3.56%
+$247.26 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+3.36%
+$2,507.34 
IBKR Interactive Brokers Group Inc.
+3.22%
+$987.67 
ZTS Zoetis Inc.
+2.99%
+$138.88 
FTNT Fortinet Inc.
+2.86%
+$27.42 
IGV iShares Expanded Tech-Software Sector ETF
+2.26%
+$341.04 
DHR Danaher Corporation
+2.25%
+$405.68 
WMB The Williams Companies, Inc.
+2.06%
+$7.25 
NOW ServiceNow, Inc.
+2.05%
+$2,150.4 
ILMN Illumina, Inc.
+2.04%
+$1,244.75 
SYK Stryker Corporation
+2%
+$1,878.06 
RGLD Royal Gold Inc.
+1.83%
+$210.5 
MRK Merck & Co., Inc.
+1.82%
+$451.62 
ANET Arista Networks, Inc.
+1.51%
+$25.65 
ACN Accenture plc Class A
+1.44%
+$86.02 
RJF Raymond James Financial Inc.
+1.43%
+$10.12 
FCX Freeport-McMoRan Inc.
+1.28%
+$13.35 
SNOW Snowflake Inc.
+1.27%
+$425.21 
CTSH Cognizant Technology Solutions Corporation
+1.11%
+$36.48 
NOC Northrop Grumman Corporation
+1.1%
+$3,533.59 
AU AngloGold Ashanti plc
+1.07%
+$6.18 
GLD SPDR Gold Shares
+1.02%
+$12,120.46 
AMP Ameriprise Financial, Inc.
+1%
+$5.55 
GIS General Mills, Inc.
+1%
+$5.18 
PAYX Paychex Inc.
+0.95%
+$363.66 
GOOGL Alphabet Inc
+0.91%
+$11,727.28 
ABT Abbott Laboratories
+0.75%
+$34.02 
WMT Walmart Inc.
+0.72%
+$711.99 
XYL Xylem Inc.
+0.72%
+$21.75 
TSLA Tesla, Inc.
+0.7%
+$18,432.28 
JPM JPMorgan Chase & Co.
+0.64%
+$1,743.37 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.57%
+$12.6 
HIMS Hims & Hers Health, Inc.
+0.57%
+$431.1 
BBY Best Buy Co., Inc.
+0.52%
+$2.15 
COST Costco Wholesale Corporation
+0.52%
+$3,870.04 
XAR SPDR S&P Aerospace & Defense ETF
+0.51%
+$1,059.97 
RTX RTX Corporation
+0.49%
+$685.61 
GDDY Godaddy Inc.
+0.46%
+$5.04 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.4%
+$12 
CAH Cardinal Health Inc.
+0.33%
+$1.56 
U Unity Software Inc.
+0.23%
+$5.3 
JEDI Defiance Drone & Modern Warfare ETF
+0.2%
+$66.24 
CEG Constellation Energy Corporation
+0.2%
+$4.32 
ONTO Onto Innovation Inc.
+0.19%
+$97.94 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.19%
+$5.98 
GOF Guggenheim Strategic Opportunities Fund
+0.19%
+$0.02 
BMY Bristol-Myers Squibb Company
+0.18%
+$138.24 
IPAY Amplify Digital Payments ETF
+0.18%
+$6.57 
BCX BlackRock Resources & Commodities Strategy Trust
+0.17%
+$1.28 
HE Hawaiian Electric Industries Inc.
+0.16%
+$13.98 
RKT Rocket Companies, Inc. Class A
+0.15%
+$1.68 
CLPT ClearPoint Neuro Inc.
+0.14%
+$16.64 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1.64 
CRH CRH plc
+0.12%
+$0.84 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.12%
+$350.49 
IDMO Invesco S&P International Developed Momentum ETF
+0.11%
+$12,222.7 
CWB SPDR Bloomberg Convertible Securities ETF
+0.11%
+$0.66 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.1%
+$8.13 
ETHA iShares Ethereum Trust
+0.1%
+$2.97 
IIPR Innovative Industrial Properties Inc.
+0.1%
+$1.14 
BLOK Amplify Transformational Data Sharing ETF
+0.1%
+$15.39 
SNDK SanDisk Corporation
+0.1%
+$1.2 
EME EMCOR Group, Inc.
+0.1%
+$0.78 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.09%
+$73.39 
BST BlackRock Science and Technology Trust
+0.09%
+$1.89 
XSD SPDR S&P Semiconductor ETF
+0.09%
+$16.32 
DTM Dt Midstream Inc.
+0.08%
+$27.5 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+0.08%
+$21.39 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$24.54 
ALB Albemarle Corporation
+0.08%
+$0.2 
SENS Senseonics Holdings, Inc.
+0.07%
+$7.92 
PAYO Payoneer Global Inc.
+0.07%
+$5.78 
BOC Boston Omaha Corporation
+0.07%
+$2.15 
MKSI MKS Instruments Inc.
+0.07%
+$1.26 
EPD Enterprise Products Partners L.P.
+0.07%
+$24.87 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$7.75 
CWEN Clearway Energy Inc.
+0.06%
+$1.8 
MISL First Trust Indxx Aerospace & Defense ETF
+0.06%
+$19.14 
APPF Appfolio Inc.
+0.06%
+$9.12 
TSCO Tractor Supply Company
+0.06%
+$0.16 
GH Guardant Health Inc.
+0.05%
+$4.5 
CPER United States Copper Index Fund
+0.05%
+$35.28 
FXL First Trust Technology AlphaDEX Fund
+0.05%
+$4.93 
SNY Sanofi American Depositary Receipt
+0.05%
+$0.16 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$228.82 
PKG Packaging Corporation of America
+0.04%
+$0.22 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$8.61 
SPGP Invesco S&P 500 GARP ETF
+0.04%
+$4.57 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$2.8 
PCRX Pacira BioSciences Inc.
+0.04%
+$21.69 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.04%
+$0.24 
LULU lululemon athletica inc.
+0.04%
+$0.15 
MP MP Materials Corp.
+0.04%
+$0.7 
OGN Organon & Co.
+0.04%
+$0.12 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$523.51 
XLF Financial Select Sector SPDR Fund
+0.04%
+$27 
FBND Fidelity Total Bond ETF
+0.03%
+$7,463.92 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$22.28 
SN SharkNinja, Inc.
+0.03%
+$9.96 
AMAT Applied Materials, Inc.
+0.03%
+$177.58 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$1.68 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.03%
+$0.3 
DBX Dropbox Inc.
+0.03%
+$1 
TPL Texas Pacific Land Corporation
+0.03%
+$29.7 
VNT Vontier Corporation
+0.03%
+$0.28 
WAT Waters Corporation
+0.03%
+$1.54 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.03%
+$14.32 
AXP American Express Company
+0.03%
+$64.35 
KSS Kohl's Corporation
+0.03%
+$0.37 
ROL Rollins, Inc.
+0.03%
+$0.18 
AMD Advanced Micro Devices, Inc.
+0.03%
+$122.54 
ET Energy Transfer L.P.
+0.03%
+$12.01 
FHLC Fidelity MSCI Health Care Index ETF
+0.03%
+$1.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$99.57 
ADSK Autodesk, Inc.
+0.02%
+$0.54 
GMED Globus Medical Inc.
+0.02%
+$1.12 
IREN IREN Limited
+0.02%
+$3 
NSC Norfolk Southern Corporation
+0.02%
+$0.16 
COKE Coca-Cola Consolidated Inc.
+0.02%
+$1.35 
IONQ IonQ, Inc.
+0.02%
+$0.38 
LNC Lincoln National Corporation
+0.02%
+$3.35 
MAR Marriott International Inc. - Class A
+0.02%
+$6.07 
T AT&T Inc.
+0.02%
+$18.77 
WELL Welltower Inc.
+0.02%
+$0.3 
HAUZ Xtrackers International Real Estate ETF
+0.02%
+$0.94 
BSX Boston Scientific Corporation
+0.02%
+$0.28 
MSTR Strategy Inc.
+0.02%
+$0.18 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$95.22 
EQT EQT Corporation
+0.02%
+$6.79 
ETR Entergy Corporation
+0.02%
+$10 
PGR Progressive Corporation
+0.02%
+$0.52 
PHG Koninklijke Philips N.V.
+0.02%
+$0.5 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$5.45 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.02%
+$3.4 
SMH VanEck Semiconductor ETF
+0.02%
+$71.83 
CELH Celsius Holdings Inc.
+0.02%
+$2.18 
GPC Genuine Parts Company
+0.02%
+$0.05 
OSCR Oscar Health, Inc.
+0.02%
+$1.23 
CMF iShares California Muni Bond ETF
+0.02%
+$40.76 
IHF iShares U.S. Healthcare Providers ETF
+0.02%
+$0.24 
NLR VanEck Uranium and Nuclear ETF
+0.02%
+$3.36 
SLV iShares Silver Trust
+0.02%
+$0.69 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$16.62 
FOXA Fox Corporation
+0.02%
+$0.08 
HUBB Hubbell Inc.
+0.02%
+$67.69 
IVZ Invesco Ltd.
+0.02%
+$0.33 
NTNX Nutanix, Inc.
+0.02%
+$0.25 
GWRE GUIDEWIRE SOFTWARE INC
+0.01%
+$0.5 
CMS CMS Energy Corporation
+0.01%
+$0.14 
DRI Darden Restaurants, Inc.
+0.01%
+$0.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$24.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$3.55 
APA APA Corporation
+0.01%
+$0.04 
COIN Coinbase Global, Inc.
+0.01%
+$1.68 
RBLX Roblox Corporation
+0.01%
+$0.01 
UTHR United Therapeutics Corporation
+0.01%
+$3.5 
ARKK ARK Innovation ETF Fund
+0.01%
+$1.38 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$9.18 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$1,042.44 
CPAY Corpay, Inc.
+0.01%
+$0.05 
DUK Duke Energy Corporation
+0.01%
+$17.45 
GPN Global Payments Inc.
+0.01%
+$0.03 
NI NiSource Inc.
+0.01%
+$0.06 
ZS Zscaler Inc.
+0.01%
+$0.34 
AOK iShares Core Conservative Allocation ETF
+0.01%
+$2.75 
FNCL Fidelity MSCI Financials Index ETF
+0.01%
+$1.5 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$1,047.13 
IWD iShares Russell 1000 Value ETF
+0.01%
+$7.32 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$526.3 
EXC Exelon Corporation
+0.01%
+$0.04 
SO The Southern Company
+0.01%
+$2.33 
TKO Tko Group Holdings Inc.
+0.01%
+$0.18 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.01%
+$13.6 
AX Axos Financial Inc.
+0.01%
+$2.24 
BIIB Biogen Inc.
+0.01%
+$11.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.01%
+$8.38 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$2.59 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.01%
+$6.04 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1.25 
VNQ Vanguard Real Estate ETF
+0.01%
+$3.1 
AEE Ameren Corporation
+0.01%
+$0.04 
OXY Occidental Petroleum Corporation
+0.01%
+$1.05 
TIP iShares TIPS Bond ETF
+0.01%
+$11.26 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.01%
+$2.4 
BKR Baker Hughes Company
+0.01%
+$0.07 
LYB LyondellBasell Industries N.V.
+0.01%
+$0.03 
NXPI NXP Semiconductors N.V.
+0.01%
+$0.58 
PRU Prudential Financial, Inc.
+0.01%
+$1.53 
STLD Steel Dynamics Inc.
+0.01%
+$0.02 
TTWO Take-Two Interactive Software, Inc.
+0.01%
+$0.06 
AUSF Global X Adaptive U.S. Factor ETF
+0.01%
+$1,780.14 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$6.29 
FDVV Fidelity High Dividend ETF
+0.01%
+$25.62 
IVV iShares Core S&P 500 ETF
+0.01%
+$64.8 
WTMF WisdomTree Managed Futures Strategy Fund
+0.01%
+$1,340.54 
AMGN Amgen Inc.
+0.01%
+$1.74 
APD Air Products and Chemicals, Inc.
+0.01%
+$0.02 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$53.12 
FDS FactSet Research Systems Inc.
+0.01%
+$0.08 
TRV The Travelers Companies, Inc.
+0.01%
+$0.05 
VST Vistra Corp
+0.01%
+$0.01 
EVX VanEck Environmental Services ETF
+0.01%
+$0.06 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$16.3 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.01%
+$1.69 
COR Cencora, Inc.
+0.01%
+$2.04 
QCOM QUALCOMM Incorporated
+0.01%
+$27.48 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$9.2 
CAT Caterpillar Inc.
+0.01%
+$97.03 
HUM Humana Inc.
+0.01%
+$0.02 
PNW Pinnacle West Capital Corporation
+0.01%
+$6.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$37.53 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.01%
+$0.46 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$3.23 
MUB iShares National Muni Bond ETF
+0.01%
+$11.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$4.7 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$4.36 
AME Ametek Inc.
0%
+$0.02 
FSLR First Solar, Inc.
0%
+$0.78 
IVE ISHARES S&P 500 VALUE ETF
0%
+$45.43 
APP AppLovin Corporation Class A Common Stock
0%
+$0.02 
EVR Evercore Inc.
0%
+$0.68 
GRMN Garmin Ltd.
0%
+$0.01 
MCD McDonald's Corporation
0%
+$0.8 
SNPS Synopsys, Inc.
0%
+$0.03 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$3.03 
PPH VanEck Pharmaceutical ETF
0%
+$0.97 
BLK BlackRock, Inc.
0%
+$0.17 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
+$0.06 
A Agilent Technologies Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BEAM Beam Therapeutics Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CION Cion Investment Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CPRT Copart Inc.
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRON Cronos Group Inc.
0%
$0 
CUE Cue Biopharma, Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EFX Equifax Inc.
0%
$0 
EMN Eastman Chemical Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
ETHE Grayscale Ethereum Trust ETF
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
ICHR Ichor Holdings Ltd.
0%
$0 
IMRX Immuneering Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
INSP Inspire Medical Systems, Inc.
0%
$0 
IQ Iqiyi Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JFIN Jiayin Group Inc.
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LOPE Grand Canyon Education Inc.
0%
$0 
LPCN Lipocine Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NTLA Intellia Therapeutics Inc.
0%
$0 
NWS News Corporation
0%
$0 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
PENN PENN Entertainment, Inc.
0%
$0 
PNTG The Pennant Group, Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RNG RingCentral Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
SCLX Scilex Holding Company
0%
$0 
SHEL Shell plc
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SPRY Ars Pharmaceuticals Inc
0%
$0 
SRE Sempra
0%
$0 
STNE StoneCo Ltd.
0%
$0 
SYY Sysco Corporation
0%
$0 
TBLL Invesco Short Term Treasury ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UFPT UFP Technologies Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VSAT Viasat Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
ARKG ARK Genomic Revolution ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CARZ First Trust S-Network Future Vehicles & Technology ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CLIP Global X 1-3 Month T-Bill ETF
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESPO VanEck Video Gaming and eSports ETF
0%
$0 
FCAL First Trust California Municipal Fund
0%
$0 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0 
FLGB Franklin FTSE United Kingdom ETF
0%
$0 
FITE SPDR S&P Kensho Future Security ETF
0%
+$0.05 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FYC First Trust Small Cap Growth Fund
0%
$0 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
+$0.93 
FXO First Trust Financials AlphaDEX Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HISF First Trust High Income Strategic Focus Fund
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JHML John Hancock Multifactor Large Cap ETF
0%
$0 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
0%
$0 
JIG JPMorgan International Growth ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
LDSF First Trust Low Duration Opportunities ETF
0%
$0 
LALT First Trust Multi-Strategy Alternative ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
+$0.99 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MJ Amplify Alternative Harvest ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
PBTP Invesco 0-5 Year U.S. TIPS ETF
0%
$0 
PFM Invesco Dividend Achievers ETF
0%
$0 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RWK Invesco S&P Midcap 400 Revenue ETF
0%
$0 
RWJ Invesco S&P SmallCap 600 Revenue ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SPIP SPDR Portfolio TIPS ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPBO SPDR Portfolio Corporate Bond ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SMIN iShares MSCI India Small-Cap ETF
0%
$0 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VFQY Vanguard U.S. Quality Factor Fund
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFMF Vanguard U.S. Multifactor ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XITK SPDR FactSet Innovative Technology ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XVV iShares ESG Screened S&P 500
0%
-$0.12 
QLTY GMO U.S. Quality ETF
0%
$0 
NLOP Net Lease Office Properties.
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
TDI Touchstone Dynamic International ETF
0%
$0 
VCRB Vanguard Core Bond ETF
0%
$0 
INCE Franklin Income Equity Focus ETF
0%
-$0.25 
RAPP Rapport Therapeutics Inc.
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
GRAL Grail, Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
XOVR ERShares Private-Public Crossover ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
THQ Abrdn Healthcare Opportunities Fund
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
CSQ Calamos Strategic Total Return Fund
0%
$0 
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
WTPI WisdomTree Equity Premium Income Fund
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
HELP Cybin Inc.
0%
$0 
OXY-WT Occidental Petroleum Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CHW Calamos Global Dynamic Income Fund
0%
$0 MFSI
MFSI
0%
$0 MFSG
MFSG
0%
$0 MFSV
MFSV
0%
$0 G200
G2004J103
0%
$0 MFSB
MFSB
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 FSSL
FSSL
-11.53%
-$4,345.27 
SMR NuScale Power Corporation
-6.52%
-$12.8 
FND Floor & Decor Holdings, Inc.
-5.62%
-$440 
GLW Corning Incorporated
-4.78%
-$1,211.76 
UAL United Airlines Holdings, Inc.
-4.48%
-$736.6 
HLI Houlihan Lokey Inc.
-4.35%
-$286.11 
BE Bloom Energy Corporation
-3.97%
-$374.53 
BTI British American Tobacco p.l.c. ADR
-3.84%
-$513 
BLDR Builders FirstSource, Inc.
-3.63%
-$10.84 
DHI D.R. Horton, Inc.
-2.93%
-$8.84 
NVDA NVIDIA Corporation
-2.86%
-$85,477.48 
KLAC KLA Corporation
-2.71%
-$1,133.07 
AUPH Aurinia Pharmaceuticals Inc.
-2.52%
-$1,736 
ONL Orion Office REIT Inc.
-2.48%
-$11.69 
AOS A. O. Smith Corporation
-2.45%
-$9.42 
KDP Keurig Dr Pepper Inc.
-2.37%
-$6.39 
AHR American Healthcare REIT, Inc.
-2.24%
-$4,071.62 
VEON Veon Ltd.
-2.1%
-$3.6 
NNN NNN REIT, Inc.
-2.09%
-$416.5 
ETH Ethan Allen Interiors Inc
-2.08%
-$10.64 
POWL Powell Industries Inc.
-2.05%
-$1,197.84 
PM Philip Morris International Inc.
-1.88%
-$1,021.02 
TRMB Trimble Inc.
-1.8%
-$6.42 
MDLZ Mondelez International, Inc.
-1.73%
-$6.48 
ANGX Angel Studios, Inc.
-1.63%
-$12.32 
BEP Brookfield Renewable Partners L.P.
-1.63%
-$121.5 
AAPL Apple Inc.
-1.62%
-$90,261.21 
CHPT ChargePoint Holdings, Inc.
-1.61%
-$0.2 
LRCX Lam Research Corporation
-1.59%
-$361.35 
ADI Analog Devices, Inc.
-1.54%
-$84.07 
USAR USA Rare Earth, Inc.
-1.5%
-$92.51 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$6.39 
ORLY O'Reilly Automotive Inc.
-1.39%
-$3.9 
FLEX Flex Ltd.
-1.36%
-$702.9 
ENIC Enel Chile S.A.
-1.32%
-$1,060.62 
GSL Global Ship Lease Inc.
-1.32%
-$327.04 
FOX Fox Corporation Class B Common Stock
-1.23%
-$5.6 
SPG Simon Property Group, Inc.
-1.06%
-$7.08 
VGT Vanguard Information Technology ETF
-0.99%
-$11,733.6 
FTEC Fidelity MSCI Information Technology Index ETF
-0.98%
-$39.9 
TFC Truist Financial Corporation
-0.94%
-$62.23 
IFF International Flavors & Fragrances Inc.
-0.93%
-$104 
PEP PepsiCo, Inc.
-0.93%
-$1,242.27 
DPZ Domino's Pizza Inc.
-0.88%
-$3.1 
SBUX Starbucks Corporation
-0.88%
-$325.5 
EH Ehang Holdings Ltd.
-0.87%
-$11.1 
HPQ HP Inc.
-0.83%
-$148 
JHMD John Hancock Multifactor Developed International ETF
-0.77%
-$192.96 
BKNG Booking Holdings Inc.
-0.72%
-$86.24 
BA Boeing Company
-0.69%
-$8.15 
ACB Aurora Cannabis Inc.
-0.67%
-$0.08 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$1,316.25 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$28.35 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$4,182.34 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.55%
-$248.39 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$295.2 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$445.44 
TCRT Alaunos Therapeutics Inc.
-0.5%
-$0.02 
EFA iShares MSCI EAFE ETF
-0.5%
-$619.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$285.76 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$508.8 
PACB Pacific Biosciences of California, Inc.
-0.42%
-$3.5 
IBM International Business Machines Corporation
-0.41%
-$417.1 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.41%
-$63,271.87 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.38%
-$3,055.24 
RVT Royce Small-Cap Trust, Inc.
-0.37%
-$7.56 
IYZ iShares U.S. Telecommunications ETF
-0.37%
-$4.16 
D Dominion Energy, Inc.
-0.36%
-$9.6 
SLAB Silicon Laboratories Inc.
-0.36%
-$19.5 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$439.03 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.32%
-$134.75 
VCR Vanguard Consumer Discretionary ETF
-0.28%
-$31.92 
ACHR Archer Aviation Inc.
-0.27%
-$19.68 
TECH Bio-Techne Corporation
-0.23%
-$1.7 
KO The Coca-Cola Company
-0.21%
-$157.86 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.21%
-$0.12 
VT Vanguard Total World Stock ETF
-0.2%
-$420.75 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.2%
-$553.36 
BTO John Hancock Financial Opportunities Fund
-0.2%
-$10 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.17%
-$85.32 
SOUN SoundHound AI Inc.
-0.17%
-$13.6 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
-0.15%
-$16.37 
OI O-I Glass, Inc.
-0.14%
-$3 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.12%
-$15.32 
PWRD TCW Transform Systems ETF
-0.12%
-$31.39 
JOBY Joby Aviation, Inc.
-0.12%
-$11.31 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-0.11%
-$12.27 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.11%
-$414.75 
PFFD Global X U.S. Preferred ETF
-0.11%
-$128.5 
FQAL Fidelity Quality Factor ETF
-0.11%
-$5.76 
URI United Rentals, Inc.
-0.1%
-$11.6 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$2.18 
GEO The Geo Group, Inc.
-0.1%
-$201 
RITM Rithm Capital Corp.
-0.1%
-$2.13 
SMCI Super Micro Computer Inc
-0.1%
-$0.3 
POWR iShares US Power Infrastructure ETF
-0.09%
-$129.85 
EVN Eaton Vance Municipal Income Trust
-0.09%
-$0.13 
EXP Eagle Materials Inc.
-0.09%
-$3.8 
URA Global X Uranium ETF
-0.09%
-$166.36 
GL Globe Life Inc.
-0.09%
-$2.24 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.09%
-$18.7 
IDNA iShares Genomics Immunology and Healthcare ETF
-0.09%
-$42.21 
STN Stantec Inc.
-0.08%
-$13.32 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.08%
-$233.13 
TDY Teledyne Technologies Incorporated
-0.08%
-$0.53 
AZO AutoZone Inc.
-0.08%
-$2.39 
RAL Ralliant Corporation
-0.07%
-$1.15 
LII Lennox International Inc.
-0.07%
-$0.32 
LCID Lucid Group, Inc.
-0.07%
-$0.04 
AVAV AeroVironment Inc.
-0.07%
-$16.64 
DOC Healthpeak Properties, Inc.
-0.07%
-$3.83 
TPR Tapestry Inc.
-0.07%
-$0.22 
FNV Franco-Nevada Corporation
-0.06%
-$6.15 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.06%
-$0.02 
XOM Exxon Mobil Corporation
-0.06%
-$236.79 
ABBV AbbVie Inc.
-0.06%
-$49.5 
XCEM Columbia EM Core ex-China ETF
-0.06%
-$3.27 
EXR Extra Space Storage Inc.
-0.06%
-$0.18 
LH Labcorp Holdings Inc.
-0.06%
-$2.28 
SOLV Solventum Corporation
-0.06%
-$2.55 
BEPC Brookfield Renewable Corporation
-0.06%
-$1.1 
M Macy's Inc.
-0.06%
-$0.43 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$366.57 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$3.91 
IART Integra LifeSciences Holdings Corporation
-0.06%
-$0.44 
LDOS Leidos Holdings Inc.
-0.06%
-$18.24 
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares
-0.06%
-$99.7 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$65.6 
IXN iShares Global Tech ETF
-0.06%
-$322.28 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$1.17 
WSM Williams-Sonoma, Inc.
-0.06%
-$12.04 
AVGO Broadcom Inc.
-0.06%
-$295.66 
DGX Quest Diagnostics Inc.
-0.06%
-$0.13 
DG Dollar General Corporation
-0.06%
-$12.18 
GVA Granite Construction Incorporated
-0.06%
-$3.85 
ATEC Alphatec Holdings Inc.
-0.05%
-$106.86 
ORCL Oracle Corporation
-0.05%
-$38.88 
FEX First Trust Large Cap Core Fund A
-0.05%
-$218.18 
IBIT iShares Bitcoin Trust
-0.05%
-$8.98 
LIT GLOBAL X LITHIUM & BATTERY T
-0.05%
-$3 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.05%
-$884.09 
LLY Eli Lilly and Company
-0.05%
-$42.84 
DEO Diageo plc Sponsored ADR
-0.05%
-$4.3 
LHX L3Harris Technologies, Inc.
-0.05%
-$1.95 
COF Capital One Financial Corporation
-0.05%
-$4.4 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.05%
-$99 
LYV Live Nation Entertainment, Inc.
-0.05%
-$0.36 
SIRI Sirius XM Holdings Inc.
-0.05%
-$7.54 
ECL Ecolab Inc.
-0.05%
-$0.14 
HCA HCA Healthcare Inc.
-0.05%
-$26 
ITRI Itron Inc.
-0.05%
-$3.45 
META Meta Platforms Inc Class A
-0.05%
-$285.55 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$4.44 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.05%
-$14.88 
YUM Yum! Brands, Inc.
-0.05%
-$1.61 
EPI WisdomTree India Earnings Fund
-0.05%
-$0.74 
VB Vanguard Small-Cap ETF
-0.05%
-$34.02 
TYL Tyler Technologies Inc.
-0.04%
-$0.14 
HSY The Hershey Company
-0.04%
-$1.44 
MSCI MSCI Inc.
-0.04%
-$0.25 
PNR Pentair plc
-0.04%
-$0.12 
STZ Constellation Brands, Inc.
-0.04%
-$0.12 
TOST Toast Inc.
-0.04%
-$5.62 
YYY Amplify High Income ETF
-0.04%
-$76.38 
HST Host Hotels & Resorts Inc.
-0.04%
-$1.32 
LUV Southwest Airlines Co.
-0.04%
-$0.12 
PLD Prologis Inc.
-0.04%
-$0.36 
CI The Cigna Group
-0.04%
-$10.8 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$16.16 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$2.5 
FTV Fortive Corporation
-0.04%
-$1.87 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$3.38 
CBRE CBRE Group Inc.
-0.04%
-$0.24 
GBTC Grayscale Bitcoin Trust ETF
-0.04%
-$37.92 
GS The Goldman Sachs Group, Inc.
-0.04%
-$25.62 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$52.14 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.04%
-$18.53 
VEEV Veeva Systems Inc.
-0.04%
-$0.18 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$1,060.04 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.04%
-$3.46 
JKHY Jack Henry & Associates, Inc.
-0.04%
-$0.12 
MELI MercadoLibre, Inc.
-0.04%
-$26.22 
MKC McCormick & Company, Incorporated
-0.04%
-$0.1 
FISV Fiserv, Inc.
-0.04%
-$1.04 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$1.62 
MO Altria Group, Inc.
-0.04%
-$20.15 
PFE Pfizer Inc.
-0.04%
-$25.21 
KCE SPDR S&P Capital Markets ETF
-0.04%
-$75.27 
ANF Abercrombie & Fitch Co.
-0.04%
-$7.52 
BR Broadridge Financial Solutions, Inc.
-0.04%
-$0.18 
CMI Cummins Inc.
-0.04%
-$48.76 
EVRG Evergy Inc.
-0.04%
-$0.12 
MA Mastercard Incorporated
-0.04%
-$127.01 
TTD The Trade Desk, Inc. Class A
-0.04%
-$0.23 
XLE Energy Select Sector SPDR Fund
-0.04%
-$156.64 
TXNM TxnM Energy Inc.
-0.04%
-$5 
AES AES Corporation
-0.03%
-$0.07 
CTAS Cintas Corporation
-0.03%
-$0.84 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$0.24 
ITW Illinois Tool Works Inc.
-0.03%
-$2.2 
J Jacobs Solutions Inc.
-0.03%
-$0.1 
TJX The TJX Companies, Inc.
-0.03%
-$6 
TXT Textron Inc.
-0.03%
-$0.09 
WST West Pharmaceutical Services, Inc.
-0.03%
-$0.12 
HAS Hasbro Inc.
-0.03%
-$6 
KMI Kinder Morgan, Inc.
-0.03%
-$8.15 
VTR Ventas Inc.
-0.03%
-$0.12 
GWW W.W. Grainger, Inc.
-0.03%
-$1.17 
MCO Moody's Corporation
-0.03%
-$0.3 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.03%
-$3.63 
FFIV F5 Inc.
-0.03%
-$0.12 
PSA Public Storage Common Stock
-0.03%
-$7.1 
HACK Amplify Cybersecurity ETF
-0.03%
-$10.5 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$19.24 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$885.31 
IYF iShares U.S. Financials ETF
-0.03%
-$339.92 
IYH iShares U.S. Healthcare ETF
-0.03%
-$14.1 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$210.66 
FDX FedEx Corporation
-0.03%
-$45.18 
FN Fabrinet
-0.03%
-$10.23 
MS Morgan Stanley
-0.03%
-$3 
MSI Motorola Solutions, Inc.
-0.03%
-$2.99 
V Visa Inc. Class A
-0.03%
-$67.41 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$32.78 
NFLX Netflix, Inc.
-0.03%
-$63.58 
OTIS Otis Worldwide Corporation
-0.03%
-$1.1 
PTC PTC Inc.
-0.03%
-$0.24 
ARTY iShares Future AI & Tech ETF
-0.03%
-$37.42 
XEL Xcel Energy Inc.
-0.03%
-$10.1 
AON Aon plc
-0.03%
-$0.54 
FRT Federal Realty Investment Trust
-0.03%
-$0.09 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.03%
-$20 
XMMO Invesco S&P MidCap Momentum ETF
-0.03%
-$13.72 
XYZ Block, Inc.
-0.03%
-$5.48 
BP BP p.l.c. Sponsored ADR
-0.02%
-$3.72 
DOV Dover Corporation
-0.02%
-$0.1 
MTB M&T Bank Corporation
-0.02%
-$0.12 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$0.41 
FENI Fidelity Enhanced International ETF
-0.02%
-$11.48 
ADBE Adobe Inc.
-0.02%
-$13.14 
DVN Devon Energy Corporation
-0.02%
-$1.22 
GILD Gilead Sciences Inc.
-0.02%
-$85.41 
GOOG Alphabet Inc
-0.02%
-$226.29 
RSG Republic Services, Inc.
-0.02%
-$1.05 
TAP Molson Coors Beverage Company
-0.02%
-$0.56 
USB U.S. Bancorp
-0.02%
-$0.21 
WD Walker & Dunlop Inc.
-0.02%
-$0.13 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$34.56 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$12.86 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$1.36 
XSW SPDR S&P Software & Services ETF
-0.02%
-$5.4 
VGNT Versigent plc
-0.02%
-$0.01 
ALL Allstate Corporation
-0.02%
-$0.66 
CIEN Ciena Corporation
-0.02%
-$0.09 
DAL Delta Air Lines, Inc.
-0.02%
-$0.1 
ENSG The Ensign Group, Inc.
-0.02%
-$34.45 
INTU Intuit Inc.
-0.02%
-$36.48 
JBHT J.B. Hunt Transport Services, Inc.
-0.02%
-$0.12 
NUE Nucor Corporation
-0.02%
-$0.12 
PANW Palo Alto Networks, Inc.
-0.02%
-$10.16 
PWR Quanta Services Inc.
-0.02%
-$1.35 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$3.38 
VRSN Verisign Inc.
-0.02%
-$0.07 
VRT Vertiv Holdings Co
-0.02%
-$50.27 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$6.84 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.02%
-$59.57 
CDNS Cadence Design Systems, Inc.
-0.02%
-$1.4 
CVS CVS Health Corporation
-0.02%
-$0.12 
CVNA Carvana Co.
-0.02%
-$8.6 
DECK Deckers Outdoor Corporation
-0.02%
-$0.04 
JBL Jabil Inc.
-0.02%
-$1.96 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.02%
-$0.6 
VZ Verizon Communications Inc.
-0.02%
-$11.23 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$16.62 
ACGL Arch Capital Group Ltd
-0.02%
-$0.08 
ARE Alexandria Real Estate Equities, Inc.
-0.02%
-$0.87 
CSX CSX Corporation
-0.02%
-$2.98 
LIN Linde plc
-0.02%
-$1.8 
MSFT Microsoft Corp.
-0.02%
-$381.82 
ROST Ross Stores, Inc.
-0.02%
-$0.1 
SLB Schlumberger Limited
-0.02%
-$0.09 
STX Seagate Technology Holdings plc
-0.02%
-$6.08 
UNP Union Pacific Corporation
-0.02%
-$72.95 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.02%
-$59.73 
IWM iShares Russell 2000 ETF
-0.02%
-$3.78 
GEV GE Vernova Inc.
-0.02%
-$0.8 
EMR Emerson Electric Co.
-0.02%
-$0.18 
FAST Fastenal Co.
-0.02%
-$0.08 
KKR KKR & Co. Inc.
-0.02%
-$0.12 
UPS United Parcel Service, Inc.
-0.02%
-$6.56 
BINC iShares Flexible Income Active ETF
-0.02%
-$1,505.68 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$3.79 
EBAY eBay Inc.
-0.02%
-$1.14 
TROW T. Rowe Price Group, Inc.
-0.02%
-$0.18 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$0.38 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$73.74 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.02%
-$1.15 
PRF Invesco FTSE RAFI US 1000 ETF
-0.02%
-$59 
PVAL Putnam Focused Large Cap Value ETF
-0.02%
-$30.54 
CF CF Industries Holdings, Inc.
-0.02%
-$0.04 
MAIN Main Street Capital Corporation
-0.02%
-$1.5 
PG Procter & Gamble Co
-0.02%
-$5.22 
PYPL PayPal Holdings Inc
-0.02%
-$0.55 
TMUS T-Mobile US, Inc.
-0.02%
-$3.24 
VLO Valero Energy Corporation
-0.02%
-$3.9 
WFC Wells Fargo & Company
-0.02%
-$10.57 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$39.42 
BAC Bank of America Corporation
-0.02%
-$41.64 
CARR Carrier Global Corporation
-0.02%
-$1.13 
EQIX Equinix, Inc.
-0.02%
-$30.78 
HOOD Robinhood Markets, Inc.
-0.02%
-$1.59 
WDC Western Digital Corporation
-0.02%
-$0.28 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$13.48 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$6.37 
VOX Vanguard Communication Services ETF
-0.02%
-$0.54 
AMZN Amazon.com Inc
-0.01%
-$535.69 
AWK American Water Works Company, Inc.
-0.01%
-$2.04 
BX Blackstone Inc.
-0.01%
-$2.46 
CDW CDW Corporation
-0.01%
-$0.04 
CNC Centene Corporation
-0.01%
-$0.06 
EIX Edison International
-0.01%
-$0.04 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$77.52 
USRT iShares Core U.S. REIT ETF
-0.01%
-$49.26 
VOO Vanguard S&P 500 ETF
-0.01%
-$182.56 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$141.84 
DIS The Walt Disney Company
-0.01%
-$15.39 
MRVL Marvell Technology, Inc.
-0.01%
-$7.56 
SHW The Sherwin-Williams Company
-0.01%
-$0.5 
WPC W. P. Carey Inc.
-0.01%
-$1.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$152.28 
ADM Archer-Daniels-Midland Co
-0.01%
-$0.04 
AIG American International Group Inc.
-0.01%
-$0.12 
CTVA Corteva Inc.
-0.01%
-$0.76 
LOW Lowe's Companies Inc.
-0.01%
-$5.46 
UBER Uber Technologies, Inc.
-0.01%
-$2.9 
EMMF WisdomTree Emerging Markets Multifactor Fund
-0.01%
-$805.94 
OEF iShares S&P 100 ETF
-0.01%
-$122.47 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$9.03 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$0.12 
AMT American Tower Corporation
-0.01%
-$2.92 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$12.88 
DXCM DexCom, Inc.
-0.01%
-$12.72 
ETSY Etsy Inc.
-0.01%
-$0.81 
NGG National Grid plc Sponsored ADR
-0.01%
-$0.25 
TRU TransUnion
-0.01%
-$0.43 
XYLD Global X S&P 500 Covered Call ETF
-0.01%
-$20.8 
IAU iShares Gold Trust
-0.01%
-$33.66 
IYW iShares U.S. Technology ETF
-0.01%
-$5.7 
SRLN SPDR Blackstone Senior Loan ETF
-0.01%
-$0.64 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$0.22 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$24.48 
BDX Becton, Dickinson and Company
-0.01%
-$0.04 
C Citigroup Inc.
-0.01%
-$0.27 
CL Colgate-Palmolive Company
-0.01%
-$0.33 
FE FirstEnergy Corp.
-0.01%
-$0.04 
TER Teradyne, Inc.
-0.01%
-$1.28 
THRO iShares U.S. Thematic Rotation Active ETF
-0.01%
-$764.51 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
-0.01%
-$179.71 
GDX VanEck Gold Miners ETF
-0.01%
-$2.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$10.46 
VUG Vanguard Growth ETF
-0.01%
-$12.51 
APLD Applied Digital Corporation
-0.01%
-$0.17 
CRM Salesforce Inc
-0.01%
-$4.52 
DE Deere & Company
-0.01%
-$1.92 
DLR Digital Realty Trust, Inc.
-0.01%
-$0.08 
SWK Stanley Black & Decker Inc.
-0.01%
-$0.03 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$5.04 
TFLO iShares Treasury Floating Rate Bond ETF
-0.01%
-$61.01 
DASH DoorDash, Inc.
-0.01%
-$0.02 
DELL Dell Technologies Inc.
-0.01%
-$0.04 
ED Consolidated Edison, Inc.
-0.01%
-$3.58 
FITB Fifth Third Bancorp
-0.01%
-$0.04 
MDB MongoDB Inc.
-0.01%
-$1.96 
SCHW Charles Schwab Corporation
-0.01%
-$0.55 
TSN Tyson Foods Inc.
-0.01%
-$0.05 
CSCO Cisco Systems, Inc.
-0.01%
-$10.25 
GE General Electric Company
-0.01%
-$3.15 
HD The Home Depot, Inc.
-0.01%
-$9.27 
IRM Iron Mountain Inc.
-0.01%
-$1.28 
PCAR PACCAR Inc.
-0.01%
-$0.03 
PHM PulteGroup Inc.
-0.01%
-$0.03 
DTH WisdomTree International High Dividend Fund
-0.01%
-$27.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$955.65 
APO Apollo Global Management, Inc.
-0.01%
-$0.02 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$0.01 
JCI Johnson Controls International plc
-0.01%
-$0.02 
SHOP Shopify Inc.
-0.01%
-$15.63 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$37.02 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$1.27 
APH Amphenol Corporation
-0.01%
-$0.74 
GM General Motors Company
-0.01%
-$0.44 
HLT Hilton Worldwide Holdings Inc.
-0.01%
-$0.36 
MAS Masco Corporation
-0.01%
-$0.01 
PVH PVH Corp.
-0.01%
-$0.12 
RCL Royal Caribbean Group
-0.01%
-$0.04 
TT Trane Technologies plc
-0.01%
-$0.03 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.01%
-$2.06 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$2.89 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$9.8 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$112.96 
PLTR Palantir Technologies Inc.
-0.01%
-$30.32 
CVX Chevron Corporation
-0.01%
-$67.14 
LMT Lockheed Martin Corporation
-0.01%
-$0.06 
MMM 3M Company
-0.01%
-$4.68 
NTAP NetApp, Inc.
-0.01%
-$0.05 
RACE Ferrari N.V.
-0.01%
-$0.46 
SPGI S&P Global Inc.
-0.01%
-$0.22 
UNH UnitedHealth Group Incorporated
-0.01%
-$7.48 
VRSK Verisk Analytics Inc.
-0.01%
-$0.02 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
-0.01%
-$2.25 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$5.57 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$4.97 
NBIS Nebius Group N.V.
-0.01%
-$1.97 
JNJ Johnson & Johnson
0%
-$10.54 
WM Waste Management, Inc.
0%
-$0.07 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$7.49 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
-$11.73 
ILCB iShares Morningstar U.S. Equity ETF
0%
-$2.57 
IWN iShares Russell 2000 Value ETF
0%
-$0.2 
XLB Materials Select Sector SPDR Fund
0%
-$0.25 
IDCC InterDigital, Inc.
0%
-$0.74 
CZA Invesco Zacks Mid-Cap ETF
0%
-$2.3 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
0%
-$0.99 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
0%
-$0.75 
ETN Eaton Corporation plc
0%
-$0.18 
ULTA Ulta Beauty Inc.
0%
-$0.47 
PKW Invesco BuyBack Achievers ETF
0%
-$7.39 
QQQ Invesco QQQ Trust, Series 1
0%
-$67.8 
WDIV SPDR S&P Global Dividend ETF
0%
-$0.45 
AXON Axon Enterprise, Inc.
0%
-$0.06 
MU Micron Technology, Inc.
0%
-$4.17 
PH Parker-Hannifin Corporation
0%
-$0.09 
BBH VanEck Biotech ETF
0%
-$0.48 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
0%
-$0.08 
EDOW First Trust Dow 30 Equal Weight ETF
0%
-$0.14 
FCVT First Trust SSI Strategic Convertible Securities ETF
0%
-$11.27 
RNEM Emerging Markets Equity Select Mutual Fund
0%
-$53.1 Events
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Dividends
Dividend Analysis
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| Trades 4350 | Longs Won 3062/4350 70% | Profit Factor 14.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132,601.75 |
| Average Win $31,390.55 | Best Trade (Aug 14) $2.81M | Sharpe Ratio -53.07 |
| Average Loss -$5,210.14 | Worst Trade (Sep 01) -$525,873.1 | Z-Score 18.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w | Expectancy $20,553.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6 | $684 | $875.82 | - | $191.82 | 28.04% | 0.0 |
| AAPL Apple Inc. | 17,803 | $3.59M | $5.49M | - | $1.9M | 53% | -1.618% |
| ABBV AbbVie Inc. | 330 | $53,837.16 | $81,143.7 | - | $27,306.54 | 50.72% | -0.061% |
| ABNB Airbnb, Inc. | 4 | $505 | $738.8 | - | $233.8 | 46.3% | +3.723% |
| ABT Abbott Laboratories | 42 | $5,089.96 | $4,562.04 | - | -$527.92 | -10.37% | +0.751% |
| ACB Aurora Cannabis Inc. | 4 | $17 | $11.88 | - | -$5.12 | -30.12% | -0.669% |
| ACGL Arch Capital Group Ltd | 4 | $384 | $393.84 | - | $9.84 | 2.56% | -0.02% |
| ACHR Archer Aviation Inc. | 1,312 | $6,206 | $7,314.4 | - | $1,108.4 | 17.86% | -0.268% |
| ACN Accenture plc Class A | 34 | $11,670.8 | $6,060.5 | - | -$5,610.3 | -48.07% | +1.44% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 656 | $65,829.61 | $83,115.2 | - | $17,285.59 | 26.26% | 0.0 |
| ADBE Adobe Inc. | 219 | $46,878.05 | $58,067.85 | - | $11,189.8 | 23.87% | -0.023% |
| ADI Analog Devices, Inc. | 14 | $3,370.74 | $5,374.95 | - | $2,004.21 | 59.46% | -1.54% |
| ADM Archer-Daniels-Midland Co | 4 | $291 | $306.32 | - | $15.32 | 5.26% | -0.013% |
| ADSK Autodesk, Inc. | 9 | $2,661.92 | $2,242.26 | - | -$419.66 | -15.77% | +0.024% |
| AEE Ameren Corporation | 4 | $440 | $435.4 | - | -$4.6 | -1.05% | +0.009% |
| AES AES Corporation | 14 | $197 | $206.15 | - | $9.15 | 4.64% | -0.034% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,507 | $738,550.86 | $732,720.73 | - | -$5,830.13 | -0.79% | +0.005% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 500 | $22,009.69 | $21,430 | - | -$579.69 | -2.63% | 0.0 |
| AHR American Healthcare REIT, Inc. | 3,206 | $104,273.74 | $177,836.82 | - | $73,563.08 | 70.55% | -2.238% |
| AIG American International Group Inc. | 12 | $903 | $945.24 | - | $42.24 | 4.68% | -0.013% |
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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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FAQ
Which stocks have generated the highest profits for Joshua Stipcich?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $4.97M, Invesco S&P 500 Quality ETF - $4.97M, State Street SPDR Portfolio S&P 500 ETF - $4.06M, WisdomTree Dynamic Currency Hedged International Equity Fund - $3.26M, and Invesco Total Return Bond ETF - $2.69M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $142,317.48, Invesco WilderHill Clean Energy ETF - $98,385.3, DexCom, Inc - $56,017.07, SPDR Portfolio Aggregate Bond ETF - $51,392.84, and Adobe Inc - $40,233.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Stipcich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.19M earned over time. The largest contributors to dividend income include Invesco Total Return Bond ETF - $2.32M, Global X Adaptive U.S. Factor ETF - $1.05M, TCW Flexible Income ETF - $966,335.45, SPDR Portfolio Mortgage Backed Bond ETF - $966,168.16, and iShares Flexible Income Active ETF - $963,629.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Stipcich's monthly returns?
Joshua Stipcich's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Joshua Stipcich's strategy be considered aggressive or moderate?
Joshua Stipcich's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joshua Stipcich's strategy?
Joshua Stipcich's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
