Sean Reitenbach Portfolio
Invests via Prosperity Consulting Group LLC | Managed by Sean Reitenbach, Ana Bou-Goldsmith
Invests via Prosperity Consulting Group LLC
Managed by Sean Reitenbach, Ana Bou-Goldsmith
Automatically Tracked
Sean Reitenbach Profile
With a robust background in entrepreneurial ventures, Sean Reitenbach has made significant strides in the technology sector. His leadership experience includes steering multiple startups through critical growth phases while fostering innovation and efficiency. Known for his hands-on approach, he actively engages with emerging companies to enhance their strategic direction and market adaptability. This involvement positions him as a valuable asset within investor circles focused on scalable tech solutions and disruptive business models. Through mentorship and capital-raising initiatives, he continues to influence new market entrants aiming for sustained impact.
With a robust background in entrepreneurial ventures, Sean Reitenbach has made significant strides in the technology sector. His leadership experience includes steering multiple startups through critical growth phases while fostering innovation and efficiency. Known for his hands-on approach, he actively engages with emerging companies to enhance their strategic direction and market adaptability. This involvement positions him as a valuable asset within investor circles focused on scalable tech solutions and disruptive business models. Through mentorship and capital-raising initiatives, he continues to influence new market entrants aiming for sustained impact.
Investment Philosophy & Strategy
Capitalizing on his extensive experience in technology and entrepreneurship, Sean Reitenbach prioritizes investments that showcase transformative potential. His keen insight into market dynamics allows him to identify opportunities with substantial scalability while enhancing operational efficiencies. Engaging directly with startup leaders, he provides the strategic support needed for their growth trajectories. By fostering innovation and encouraging forward-thinking approaches, he positions his investments not merely as financial commitments but as catalysts for change within industries. This entrepreneurial mindset is central to how decisions are made, paving the way for groundbreaking developments.
Capitalizing on his extensive experience in technology and entrepreneurship, Sean Reitenbach prioritizes investments that showcase transformative potential. His keen insight into market dynamics allows him to identify opportunities with substantial scalability while enhancing operational efficiencies. Engaging directly with startup leaders, he provides the strategic support needed for their growth trajectories. By fostering innovation and encouraging forward-thinking approaches, he positions his investments not merely as financial commitments but as catalysts for change within industries. This entrepreneurial mindset is central to how decisions are made, paving the way for groundbreaking developments.
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:
145.8%
Gain -0.67%
Monthly
1.63%
Yearly
21.42%
Drawdown
33.96%
$2.48B
Equity
Holdings
$2.48B
Investment
$2.05B
$442.17M
Profit -$3.29M
Realized
$16.41M
Unrealized
$425.76M
Dividends
$80.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$3.29M
Win %
78%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$3.29M
Win %
78%
This Month
Compared to last month
Gain
-0.46%
Profit
-$11.43M
Win %
78%
This Year
Compared to last year
Gain
10.71%
Profit
$239.72M
Win %
76%
MDB MongoDB Inc.
+4.26%
+$16,437.85 
TER Teradyne, Inc.
+4.23%
+$12,512.34 
SNDK SanDisk Corporation
+3.98%
+$17,160.87 
AMD Advanced Micro Devices, Inc.
+3.58%
+$140,004 
INTC Intel Corporation
+3.3%
+$51,819.42 
WDC Western Digital Corporation
+2.95%
+$14,160.45 
MU Micron Technology, Inc.
+2.8%
+$109,769.44 
ALNY Alnylam Pharmaceuticals Inc
+2.71%
+$7,536.83 
STX Seagate Technology Holdings plc
+2.69%
+$57,998.32 
PLTR Palantir Technologies Inc.
+2.6%
+$36,226.64 
CLS Celestica Inc.
+2.52%
+$11,034.5 
ISRG Intuitive Surgical, Inc.
+2.33%
+$32,931.44 
AVGO Broadcom Inc.
+2.24%
+$426,403.61 
SHOP Shopify Inc.
+1.97%
+$16,946.82 
CAG Conagra Brands Inc.
+1.96%
+$5,423.32 
BDTX Black Diamond Therapeutics, Inc.
+1.96%
+$397.43 
FLWS 1-800-Flowers.com Inc.
+1.76%
+$7,374.96 
GEV GE Vernova Inc.
+1.71%
+$35,803.47 
MSFT Microsoft Corp.
+1.71%
+$476,610.55 
IBKR Interactive Brokers Group Inc.
+1.69%
+$6,959.97 
CRM Salesforce Inc
+1.68%
+$9,438 
SCCO Southern Copper Corporation
+1.67%
+$19,359.36 
IBIT iShares Bitcoin Trust
+1.61%
+$6,046.56 
MPC Marathon Petroleum Corporation
+1.6%
+$64,945 
MKC McCormick & Company, Incorporated
+1.59%
+$21,055.14 
UFPT UFP Technologies Inc.
+1.56%
+$6,536.78 
JBL Jabil Inc.
+1.54%
+$3,534 
GOOG Alphabet Inc
+1.53%
+$245,178.63 
VLO Valero Energy Corporation
+1.5%
+$77,143.5 
WMB The Williams Companies, Inc.
+1.47%
+$30,147.3 
GOOGL Alphabet Inc
+1.46%
+$373,603.23 
NOW ServiceNow, Inc.
+1.45%
+$12,268.5 
ALL Allstate Corporation
+1.43%
+$6,293.91 
PSX Phillips 66
+1.42%
+$5,618.34 
NOC Northrop Grumman Corporation
+1.39%
+$6,131.67 
LNG Cheniere Energy Inc.
+1.33%
+$3,815.01 
KMI Kinder Morgan, Inc.
+1.32%
+$8,871.45 
RELX Relx PLC Sponsored ADR
+1.29%
+$27,335.83 
COP ConocoPhillips
+1.29%
+$12,372.8 
TMUS T-Mobile US, Inc.
+1.28%
+$18,314.95 
MELI MercadoLibre, Inc.
+1.26%
+$2,779.77 
CVX Chevron Corporation
+1.19%
+$26,960.45 
SOXX iShares Semiconductor ETF
+1.18%
+$59,145.62 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$7,430.28 
HAL Halliburton Company
+1.06%
+$1,638.75 
DT Dynatrace, Inc.
+1.06%
+$3,835.2 
SCHW Charles Schwab Corporation
+1.05%
+$3,736.44 
PGR Progressive Corporation
+1.04%
+$7,879.27 
EOG EOG Resources, Inc.
+1.03%
+$6,084.94 
DLR Digital Realty Trust, Inc.
+0.97%
+$2,478 
EQNR Equinor ASA Sponsored ADR
+0.96%
+$2,098.8 
OMC Omnicom Group Inc.
+0.95%
+$5,814.9 
OXY Occidental Petroleum Corporation
+0.93%
+$1,582.02 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.91%
+$1,963.29 
XOM Exxon Mobil Corporation
+0.9%
+$80,054.03 
ABT Abbott Laboratories
+0.89%
+$12,153.6 
BAI iShares A.I. Innovation and Tech Active ETF
+0.89%
+$2,925.24 
CI The Cigna Group
+0.88%
+$6,708.4 
XLE Energy Select Sector SPDR Fund
+0.83%
+$7,013.76 
BG Bunge Global S.A.
+0.79%
+$5,649.21 
INTU Intuit Inc.
+0.79%
+$2,364.93 
IBM International Business Machines Corporation
+0.79%
+$39,713.76 
AMZN Amazon.com Inc
+0.77%
+$187,806.48 
SLV iShares Silver Trust
+0.76%
+$6,563.86 
FCX Freeport-McMoRan Inc.
+0.73%
+$2,409.75 
QS QuantumScape Corp
+0.68%
+$1,142.16 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.68%
+$48,213.36 
PWR Quanta Services Inc.
+0.66%
+$7,968 
TXN Texas Instruments Inc
+0.65%
+$29,986.49 
MTUM iShares MSCI USA Momentum Factor ETF
+0.65%
+$2,046.88 
V Visa Inc. Class A
+0.64%
+$61,843.74 
RTX RTX Corporation
+0.64%
+$11,799.39 
COPX Global X Copper Miners ETF
+0.63%
+$4,551.7 
ANET Arista Networks, Inc.
+0.61%
+$14,015.97 
HLT Hilton Worldwide Holdings Inc.
+0.61%
+$3,463.26 
PAYX Paychex Inc.
+0.59%
+$4,855.88 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$6,879.78 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$253,553.15 
FTNT Fortinet Inc.
+0.55%
+$2,393.21 
T AT&T Inc.
+0.55%
+$11,276.29 
MA Mastercard Incorporated
+0.53%
+$17,578.63 
GD General Dynamics Corporation
+0.52%
+$5,102.92 
TJX The TJX Companies, Inc.
+0.52%
+$16,285.05 
VGT Vanguard Information Technology ETF
+0.52%
+$4,663.36 
APP AppLovin Corporation Class A Common Stock
+0.52%
+$1,116.05 
MDT Medtronic plc
+0.52%
+$8,591.83 
BP BP p.l.c. Sponsored ADR
+0.51%
+$7,983.38 
DUK Duke Energy Corporation
+0.5%
+$4,950.7 
ACN Accenture plc Class A
+0.48%
+$6,574.91 
CEG Constellation Energy Corporation
+0.47%
+$4,504.15 
OVBC Ohio Valley Banc Corp
+0.46%
+$6,949.8 
TM Toyota Motor Corporation
+0.45%
+$968.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$46,729.94 
PYPL PayPal Holdings Inc
+0.44%
+$7,734.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$90,350.83 
ENLV Enlivex Ltd.
+0.43%
+$23.65 
HON Honeywell International Inc.
+0.42%
+$1,944.39 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.41%
+$4,029.02 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$359,736.69 
QQQM Invesco NASDAQ 100 ETF
+0.41%
+$256,676.3 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$4,872.54 
CME CME Group Inc.
+0.39%
+$7,410.95 
CMCSA Comcast Corp
+0.36%
+$1,363.99 
META Meta Platforms Inc Class A
+0.35%
+$32,309.9 
IUSG iShares Core S&P U.S. Growth ETF
+0.35%
+$4,448.56 
FANG Diamondback Energy Inc
+0.34%
+$1,054.02 
BCAT BlackRock Capital Allocation Trust
+0.33%
+$1,231.19 
WELL Welltower Inc.
+0.33%
+$3,240 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.33%
+$6,785.4 
ETN Eaton Corporation plc
+0.31%
+$4,338.76 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$33,338.88 
CINF Cincinnati Financial Corporation
+0.29%
+$4,809.75 
OKE ONEOK, Inc.
+0.29%
+$15,854.4 
IWP iShares Russell Mid-Cap Growth ETF
+0.28%
+$31,483.92 
IHI iShares U.S. Medical Devices ETF
+0.28%
+$1,029.98 
APD Air Products and Chemicals, Inc.
+0.27%
+$6,925.24 
NVDA NVIDIA Corporation
+0.26%
+$86,960.33 
VONG Vanguard Russell 1000 Growth Fund
+0.26%
+$10,120.32 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.26%
+$808.5 
IWY iShares Russell Top 200 Growth ETF
+0.24%
+$197,145.9 
VUG Vanguard Growth ETF
+0.22%
+$5,274.78 
MAA Mid-America Apartment Communities, Inc.
+0.21%
+$2,171.68 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.2%
+$561.4 
XLC Communication Services Select Sector SPDR Fund
+0.2%
+$26,751.12 
MAR Marriott International Inc. - Class A
+0.19%
+$1,627.32 
AVEM Avantis Emerging Markets Equity ETF
+0.19%
+$5,619.35 
MGK Vanguard Mega Cap Growth ETF
+0.19%
+$2,340.53 
EWJ iShares MSCI Japan ETF
+0.18%
+$7,276.83 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$9,559.61 
BNY BlackRock New York Municipal Income Trust
+0.17%
+$13,261.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$1,074.8 
ET Energy Transfer L.P.
+0.17%
+$1,291.08 
NDAQ Nasdaq, Inc.
+0.16%
+$3,977.49 
HGER Harbor Commodity All-Weather Fund
+0.16%
+$759.7 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
+0.16%
+$1,532.65 
ILCG iShares Morningstar Growth ETF
+0.15%
+$2,929.61 
KO The Coca-Cola Company
+0.14%
+$8,273.27 
DMAR FT Vest US Equity Deep Buffer Fund
+0.13%
+$329.53 
GAUG FT Vest US Equity Moderate Fund
+0.13%
+$350.57 
LHX L3Harris Technologies, Inc.
+0.12%
+$596.31 
LMT Lockheed Martin Corporation
+0.11%
+$1,190.74 
TTE TotalEnergies SE
+0.09%
+$237.37 
NEM Newmont Corporation
+0.09%
+$163.68 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.08%
+$187.25 
FAUG FT Vest U.S. Equity Buffer ETF
+0.08%
+$511.74 
BSX Boston Scientific Corporation
+0.08%
+$403.2 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.07%
+$185.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.07%
+$582.27 
USB U.S. Bancorp
+0.07%
+$1,479.19 
PGX Invesco Preferred ETF
+0.07%
+$341.03 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.06%
+$1,883.01 
THRO iShares U.S. Thematic Rotation Active ETF
+0.06%
+$148.85 
OMF OneMain Holdings Inc.
+0.06%
+$302.4 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.05%
+$507.42 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.05%
+$145.2 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$1,067.64 
EQIX Equinix, Inc.
+0.05%
+$352 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$153.46 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$1,578.4 
C Citigroup Inc.
+0.04%
+$885.87 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$172.3 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.04%
+$91.89 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$279.19 
SMB VanEck Short Muni ETF
+0.03%
+$515.79 
GMAR FT Vest US Equity Moderate B Fund
+0.02%
+$56.29 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$627.81 
USMV iShares MSCI USA Min Vol Factor ETF
+0.02%
+$138.3 
QCOM QUALCOMM Incorporated
+0.01%
+$604.52 
EMLP First Trust North American Energy Infrastructure Fund
+0.01%
+$388.29 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$636.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$19.45 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
+$187.78 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$31.27 
OEF iShares S&P 100 ETF
0%
+$12.12 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAVA Cava Group Inc.
-6.72%
-$23,788.94 
RGP Resources Connection Inc.
-4.85%
-$2,729.47 
UPS United Parcel Service, Inc.
-4.12%
-$28,973.9 
KKR KKR & Co. Inc.
-3.82%
-$9,167.5 
GRAL Grail, Inc.
-3.75%
-$10,568.74 
WBD Warner Bros. Discovery, Inc.
-3.56%
-$8,369.59 
ARES Ares Management Corporation
-3.29%
-$101,787.16 
VMC Vulcan Materials Company
-3.15%
-$15,107.58 
SGC Superior Group of Companies, Inc.
-3.15%
-$8,607.48 
AN AutoNation Inc.
-3.01%
-$6,655.06 
TFC Truist Financial Corporation
-2.98%
-$26,730.2 
ORCL Oracle Corporation
-2.95%
-$33,118.67 
BX Blackstone Inc.
-2.77%
-$39,866.58 
GSK GSK plc Sponsored ADR
-2.72%
-$32,056.35 
TSLA Tesla, Inc.
-2.52%
-$117,971.39 
EMR Emerson Electric Co.
-2.49%
-$10,328.64 
SW Smurfit WestRock PLC
-2.45%
-$14,195.06 
GE General Electric Company
-2.44%
-$32,078.96 
MLM Martin Marietta Materials, Inc.
-2.36%
-$10,911.09 
AZN AstraZeneca PLC American Depositary Shares
-2.26%
-$10,201.28 
LOW Lowe's Companies Inc.
-2.23%
-$17,707.2 
LAZ Lazard Ltd.
-2.22%
-$5,280.96 
NVS Novartis AG Sponsored ADR
-2.17%
-$9,433.89 
NUE Nucor Corporation
-2.16%
-$13,160.9 
DOV Dover Corporation
-2.12%
-$5,132.4 
FNF Fidelity National Financial, Inc.
-2.12%
-$16,002.8 
RY Royal Bank of Canada
-2.1%
-$8,556.36 
AAPL Apple Inc.
-2.09%
-$1.9M 
MRK Merck & Co., Inc.
-2.08%
-$67,924.8 
DE Deere & Company
-2.05%
-$22,784.98 
GSBD Goldman Sachs BDC Inc.
-2.04%
-$4,378.5 
LLY Eli Lilly and Company
-2.04%
-$252,507.56 
NFLX Netflix, Inc.
-1.99%
-$30,405.78 
SQ Block, Inc.
-1.94%
-$6,666.02 
MS Morgan Stanley
-1.94%
-$25,733.01 
BDX Becton, Dickinson and Company
-1.92%
-$6,684.96 
HD The Home Depot, Inc.
-1.92%
-$122,967.39 
CAT Caterpillar Inc.
-1.9%
-$70,956.72 
UNP Union Pacific Corporation
-1.89%
-$10,186.64 
BBDC Barings BDC Inc.
-1.88%
-$5,172.32 
PFG Principal Financial Group, Inc.
-1.84%
-$14,534.1 
AMT American Tower Corporation
-1.81%
-$4,312 
LRCX Lam Research Corporation
-1.77%
-$17,769.76 
OBDC Blue Owl Capital Corporation
-1.77%
-$3,964.93 
CCI Crown Castle Inc.
-1.76%
-$4,713.49 
ECL Ecolab Inc.
-1.74%
-$12,892.8 
BA Boeing Company
-1.72%
-$10,420.56 
CSX CSX Corporation
-1.72%
-$33,002.37 
PEP PepsiCo, Inc.
-1.68%
-$30,850.86 
CL Colgate-Palmolive Company
-1.67%
-$5,030.43 
WMT Walmart Inc.
-1.66%
-$130,094.9 
ORLY O'Reilly Automotive Inc.
-1.61%
-$14,842.42 
RF Regions Financial Corporation
-1.61%
-$18,577.26 
WHG Westwood Holdings Group Inc.
-1.59%
-$4,422.28 
HSBC HSBC Holdings plc Sponsored ADR
-1.59%
-$4,897.6 
SNY Sanofi American Depositary Receipt
-1.56%
-$3,763.43 
BKNG Booking Holdings Inc.
-1.51%
-$3,493.5 
NSC Norfolk Southern Corporation
-1.5%
-$7,838.74 
DTE DTE Energy Company
-1.49%
-$13,952.4 
KLAC KLA Corporation
-1.48%
-$30,792.8 
PLD Prologis Inc.
-1.48%
-$13,488.66 
AWK American Water Works Company, Inc.
-1.48%
-$21,177.89 
F Ford Motor Company
-1.48%
-$25,408.32 
JNJ Johnson & Johnson
-1.43%
-$74,276.67 
SRE Sempra
-1.43%
-$2,923.24 
MDLZ Mondelez International, Inc.
-1.38%
-$4,648.56 
CTAS Cintas Corporation
-1.37%
-$34,503.99 
ARCC Ares Capital Corporation
-1.36%
-$4,664.66 
DIS The Walt Disney Company
-1.35%
-$9,249.71 
AME Ametek Inc.
-1.34%
-$10,538.52 
PNC The PNC Financial Services Group, Inc.
-1.34%
-$11,600.58 
VRTX Vertex Pharmaceuticals Incorporated
-1.32%
-$3,586.49 
NWG NatWest Group plc Sponsored ADR
-1.31%
-$16,456.11 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.28%
-$5,674.9 
TKO Tko Group Holdings Inc.
-1.26%
-$5,496.66 
ED Consolidated Edison, Inc.
-1.25%
-$10,089.31 
FERG Ferguson Enterprises Inc
-1.23%
-$4,481.62 
SNDA Sonida Senior Living Inc.
-1.22%
-$3,995 
WFC Wells Fargo & Company
-1.22%
-$13,988.11 
NI NiSource Inc.
-1.22%
-$8,471.68 
SNPS Synopsys, Inc.
-1.22%
-$2,440.35 
MCO Moody's Corporation
-1.21%
-$8,407.73 
SHEL Shell plc
-1.17%
-$24,466.75 
NEE NextEra Energy, Inc.
-1.15%
-$11,688.18 
PFE Pfizer Inc.
-1.14%
-$14,312.42 
NKE Nike, Inc. - Class B
-1.13%
-$2,153.74 
D Dominion Energy, Inc.
-1.13%
-$12,026.4 
PTH Invesco Dorsey Wright Health Care Momentum ETF
-1.12%
-$3,783.49 
EWU iShares MSCI United Kingdom ETF
-1.12%
-$24,653.47 
SNA Snap-on Inc.
-1.1%
-$52,915.64 
BLK BlackRock, Inc.
-1.1%
-$13,547.51 
LYG Lloyds Banking Group Plc ADR
-1.09%
-$1,833 
CCJ Cameco Corporation
-1.09%
-$10,239.3 
EWC iShares MSCI Canada ETF
-1.08%
-$46,416.78 
PEG Public Service Enterprise Group Incorporated
-1.06%
-$9,137.41 
CMI Cummins Inc.
-1.05%
-$7,274.57 
KR Kroger Co.
-1.01%
-$7,414.3 
BALL Ball Corp.
-0.99%
-$2,704.44 
GIS General Mills, Inc.
-0.99%
-$4,231.5 
AEP American Electric Power Company, Inc.
-0.98%
-$21,851.31 
PG Procter & Gamble Co
-0.96%
-$34,954.55 
KEY KeyCorp
-0.96%
-$5,084.12 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.95%
-$12,936.1 
EXC Exelon Corporation
-0.94%
-$11,954.67 
O Realty Income Corporation
-0.93%
-$17,326.44 
IDXX IDEXX Laboratories, Inc.
-0.93%
-$3,461.08 
BAC Bank of America Corporation
-0.92%
-$46,828.33 
DHR Danaher Corporation
-0.92%
-$5,585.48 
AXP American Express Company
-0.92%
-$30,008.88 
RL Ralph Lauren Corporation
-0.92%
-$4,924.45 
GS The Goldman Sachs Group, Inc.
-0.91%
-$18,750.01 
PBA Pembina Pipeline Corporation
-0.91%
-$3,532.14 
BIP Brookfield Infrastructure Partners L.P.
-0.9%
-$6,825.59 
ADBE Adobe Inc.
-0.9%
-$2,848.09 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.89%
-$4,221.23 
WEC WEC Energy Group Inc.
-0.89%
-$26,966.16 
VHT Vanguard Health Care ETF
-0.87%
-$2,207.45 
BHB Bar Harbor Bankshares
-0.86%
-$2,338.71 
SBUX Starbucks Corporation
-0.86%
-$2,071.16 
ES Eversource Energy
-0.86%
-$8,838.4 
PH Parker-Hannifin Corporation
-0.84%
-$25,184 
FITB Fifth Third Bancorp
-0.84%
-$6,671.18 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$104,648.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.83%
-$94,535.45 
CFG Citizens Financial Group, Inc.
-0.81%
-$16,970.76 
TMO Thermo Fisher Scientific Inc.
-0.81%
-$20,245.33 
MCK McKesson Corporation
-0.81%
-$5,417.93 
PANW Palo Alto Networks, Inc.
-0.81%
-$11,460.23 
VCR Vanguard Consumer Discretionary ETF
-0.81%
-$1,787.88 
GILD Gilead Sciences Inc.
-0.8%
-$29,852.28 
XLI Industrial Select Sector SPDR Fund
-0.8%
-$53,641.11 
LAMR Lamar Advertising Company
-0.8%
-$3,207.69 
ETR Entergy Corporation
-0.79%
-$5,621.49 
RSG Republic Services, Inc.
-0.79%
-$21,058.24 
JPM JPMorgan Chase & Co.
-0.77%
-$120,358.06 
COST Costco Wholesale Corporation
-0.77%
-$89,990.45 
PRU Prudential Financial, Inc.
-0.75%
-$9,200.82 
BWB Bridgewater Bancshares Inc.
-0.72%
-$3,564.48 
SO The Southern Company
-0.71%
-$9,061.68 
FXH First Trust Health Care AlphaDEX Fund
-0.71%
-$12,588.4 
SPLV Invesco S&P 500 Low Volatility ETF
-0.71%
-$17,702.15 
BMY Bristol-Myers Squibb Company
-0.7%
-$3,296.72 
SYY Sysco Corporation
-0.7%
-$3,778.53 
TBLD Thornburg Income Builder Opportunities Trust
-0.68%
-$1,499 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$4,050.75 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$76,979.97 
TRV The Travelers Companies, Inc.
-0.67%
-$2,566.8 
TT Trane Technologies plc
-0.67%
-$6,567.75 
REGN Regeneron Pharmaceuticals, Inc.
-0.66%
-$1,601.99 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.65%
-$5,006.62 
SLB Schlumberger Limited
-0.65%
-$1,403.61 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$12,200.06 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.65%
-$41,387.6 
XLU Utilities Select Sector SPDR Fund
-0.64%
-$30,006.2 
EZU iShares MSCI Eurozone ETF
-0.63%
-$44,340.31 
DVY iShares Select Dividend ETF
-0.62%
-$9,281.17 
URA Global X Uranium ETF
-0.62%
-$2,462.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.62%
-$45,955.98 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$47,143.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.61%
-$23,822.49 
EFA iShares MSCI EAFE ETF
-0.61%
-$701,234.73 
TLH iShares 10-20 Year Treasury Bond ETF
-0.61%
-$1,227.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$6,642.98 
WPC W. P. Carey Inc.
-0.59%
-$4,271.4 
BBY Best Buy Co., Inc.
-0.59%
-$1,880.12 
TOWN TowneBank
-0.59%
-$3,547.5 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.58%
-$4,091.2 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$263,673.86 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$62,906.98 
JCI Johnson Controls International plc
-0.58%
-$1,604.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.57%
-$2,738.58 
SDY SPDR S&P Dividend ETF
-0.57%
-$86,208.74 
MRSH Marsh & McLennan Companies, Inc.
-0.56%
-$6,005.93 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$61,980.12 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.56%
-$3,324.24 
AOA iShares Core Aggressive Allocation ETF
-0.55%
-$43,764.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.55%
-$2,669.16 
UBER Uber Technologies, Inc.
-0.55%
-$3,304.62 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$22,148.61 
WSO Watsco Inc.
-0.54%
-$16,372.1 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$27,424.86 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$101,229.87 
PM Philip Morris International Inc.
-0.54%
-$22,360 
HWM Howmet Aerospace Inc.
-0.54%
-$5,476.46 
FVD First Trust Value Line Dividend Index Fund
-0.53%
-$60,820.42 
ABBV AbbVie Inc.
-0.52%
-$34,697.52 
BTI British American Tobacco p.l.c. ADR
-0.52%
-$13,754.65 
AMGN Amgen Inc.
-0.51%
-$3,457.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.51%
-$51,178.93 
FTCS First Trust Capital Strength ETF
-0.5%
-$9,068.53 
DON WisdomTree U.S. MidCap Dividend Fund
-0.5%
-$10,847.39 
UNH UnitedHealth Group Incorporated
-0.5%
-$13,675.59 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$13,341.24 
GDX VanEck Gold Miners ETF
-0.48%
-$4,195.26 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$100,798.36 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.46%
-$29,035.42 
MCD McDonald's Corporation
-0.45%
-$20,957.53 
CSCO Cisco Systems, Inc.
-0.45%
-$33,371.5 
EW Edwards Lifesciences Corporation
-0.44%
-$1,453.12 
CTVA Corteva Inc.
-0.43%
-$1,140.38 
AKRE Akre Focus ETF
-0.43%
-$2,490.24 
MTB M&T Bank Corporation
-0.42%
-$1,145.04 
IWD iShares Russell 1000 Value ETF
-0.41%
-$28,023.48 
MGV Vanguard Mega Cap Value ETF
-0.41%
-$248,108.84 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$3,842.25 
COF Capital One Financial Corporation
-0.41%
-$5,441.64 
SPGI S&P Global Inc.
-0.41%
-$7,277.2 
HDV iShares Core High Dividend ETF
-0.41%
-$5,540.7 
VXF Vanguard Extended Market ETF
-0.41%
-$2,957.72 
XLF Financial Select Sector SPDR Fund
-0.4%
-$51,181.65 
EPP iShares MSCI Pacific ex Japan ETF
-0.39%
-$7,201.21 
VTV Vanguard Value ETF
-0.39%
-$16,732.25 
ISCV iShares Morningstar Small-Cap Value ETF
-0.38%
-$10,387.64 
VB Vanguard Small-Cap ETF
-0.38%
-$3,676.93 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$2,549.47 
PWV Invesco Large Cap Value ETF
-0.37%
-$7,816.91 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$2,040.22 
ATO Atmos Energy Corporation
-0.36%
-$1,106.82 
PBW Invesco WilderHill Clean Energy ETF
-0.36%
-$827.88 
IWX iShares Russell Top 200 Value ETF
-0.36%
-$1,195.42 
QUAL iShares MSCI USA Quality Factor ETF
-0.35%
-$204,105.01 
GLW Corning Incorporated
-0.35%
-$1,017.19 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$2,037.42 
IWR iShares Russell Mid-Cap ETF
-0.34%
-$21,736.39 
EIX Edison International
-0.34%
-$6,860.36 
AVDV Avantis International Small Cap Value ETF
-0.33%
-$3,258.55 
IRM Iron Mountain Inc.
-0.32%
-$944 
AMAT Applied Materials, Inc.
-0.32%
-$5,203.51 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.32%
-$32,272.81 
FEX First Trust Large Cap Core Fund A
-0.31%
-$4,339.25 
EPI WisdomTree India Earnings Fund
-0.31%
-$684.71 
QUS SPDR MSCI USA StrategicFactors ETF
-0.31%
-$1,350.1 
VTWO Vanguard Russell 2000 ETF
-0.3%
-$12,217.68 
SPG Simon Property Group, Inc.
-0.3%
-$1,112.97 
FBND Fidelity Total Bond ETF
-0.3%
-$17,354.25 
OGE Oge Energy Corp.
-0.3%
-$650.62 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$226,185.96 
HCA HCA Healthcare Inc.
-0.29%
-$6,542.7 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$1,439.04 
PRF Invesco FTSE RAFI US 1000 ETF
-0.28%
-$23,053.92 
VZ Verizon Communications Inc.
-0.28%
-$10,650.61 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$24,825.96 
CRWD CrowdStrike Holdings, Inc.
-0.28%
-$1,995 
RDVY First Trust Rising Dividend Achievers ETF
-0.28%
-$4,265.77 
ADP Automatic Data Processing Inc.
-0.28%
-$8,202.48 
AOK iShares Core Conservative Allocation ETF
-0.28%
-$1,671.64 
BND Vanguard Total Bond Market Index Fund
-0.28%
-$11,483.98 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$2,435.3 
YJUN First Trust International Equity Moderate ETF
-0.28%
-$818.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$99,323.59 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.27%
-$15,072.5 
IWM iShares Russell 2000 ETF
-0.27%
-$17,200.45 
TGT Target Corporation
-0.27%
-$927.75 
WM Waste Management, Inc.
-0.27%
-$9,105.28 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$42,918.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$1,083.06 
APH Amphenol Corporation
-0.26%
-$2,656.05 
VTWG Vanguard Russell 2000 Growth ETF
-0.26%
-$3,876.73 
SAP SAP SE Sponsored ADR
-0.25%
-$7,138 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$1,857.74 
UL Unilever PLC Sponsored American Depositary Receipt
-0.25%
-$1,302.15 
XEL Xcel Energy Inc.
-0.25%
-$2,133.89 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.25%
-$7,033.8 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.24%
-$3,483.36 
VO Vanguard Mid-Cap ETF
-0.24%
-$89,185.98 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$16,195.49 
FE FirstEnergy Corp.
-0.24%
-$2,518.39 
MBB iShares MBS ETF
-0.24%
-$557.03 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.24%
-$7,152.77 
URTH iShares MSCI World ETF
-0.23%
-$560.28 
GLDM SPDR Gold MiniShares Trust
-0.22%
-$1,235.15 
LIN Linde plc
-0.22%
-$2,898.56 
GLD SPDR Gold Shares
-0.21%
-$13,954.56 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.21%
-$1,542.75 
IAU iShares Gold Trust
-0.2%
-$555.37 
ESCA Escalade, Incorporated
-0.2%
-$594.39 
AJG Arthur J. Gallagher & Co.
-0.2%
-$2,285 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$2,970.73 
MSI Motorola Solutions, Inc.
-0.19%
-$477.95 
TAXF American Century Diversified Municipal Bond ETF
-0.19%
-$1,393.63 
VT Vanguard Total World Stock ETF
-0.18%
-$795.02 
KMB Kimberly-Clark Corporation
-0.17%
-$1,718.74 
ROBO ROBO Global Robotics & Automation Index ETF
-0.17%
-$1,144.78 
SPHQ Invesco S&P 500 Quality ETF
-0.17%
-$452.62 
MUB iShares National Muni Bond ETF
-0.16%
-$10,752.87 
ORI Old Republic International Corp.
-0.15%
-$429.32 
FJUL FT Vest US Equity Buffer ETF
-0.15%
-$1,508.4 
NYF iShares New York Muni Bond ETF
-0.15%
-$504 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$13,555.87 
VTHR Vanguard Russell 3000 ETF
-0.14%
-$11,311.59 
MO Altria Group, Inc.
-0.14%
-$1,753.6 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$1,629.54 
FMDE Fidelity Enhanced Mid Cap ETF
-0.12%
-$14,326.1 
UNM Unum Group
-0.12%
-$897.27 
SCHX Schwab U.S. Large-Cap ETF
-0.12%
-$745.25 
FJUN FT Vest US Equity Buffer ETF - June
-0.12%
-$1,442.07 
AMP Ameriprise Financial, Inc.
-0.11%
-$266.09 
BINC iShares Flexible Income Active ETF
-0.1%
-$2,669.09 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.1%
-$238.4 
MFG Mizuho Financial Group Inc. ADR
-0.1%
-$113.33 
SCHK Schwab 1000 Index ETF
-0.1%
-$246.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$3,406.28 
HOOD Robinhood Markets, Inc.
-0.09%
-$263.25 
JMUB JPMorgan Municipal Bond ETF
-0.09%
-$656.1 
FTSL First Trust Senior Loan ETF
-0.09%
-$1,441.32 
ADI Analog Devices, Inc.
-0.09%
-$629.31 
VBK Vanguard Small-Cap Growth ETF
-0.09%
-$1,124.4 
VTR Ventas Inc.
-0.08%
-$296.88 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$4,695.3 
FAPR FT Vest U.S. Equity Buffer ETF
-0.08%
-$333.96 
IWB iShares Russell 1000 ETF
-0.07%
-$1,921.2 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.07%
-$215.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$2,431.04 
XVV iShares ESG Screened S&P 500
-0.06%
-$492.42 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$22,954.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.06%
-$1,320.4 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.05%
-$831.23 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$239.47 
VOO Vanguard S&P 500 ETF
-0.05%
-$1,978.41 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$592.17 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$117.94 
IVV iShares Core S&P 500 ETF
-0.04%
-$141,495.68 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$330.5 
DJUL FT Vest US Equity Deep Buffer Fund
-0.04%
-$151.9 
DMAX iShares Large Cap Max Buffer December Fund
-0.04%
-$78.27 
FFEB FT Vest US Equity Buffer ETF
-0.03%
-$108.47 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.03%
-$807.16 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$5,646.15 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$1,025.22 
FMAY FT Vest U.S. Equity Buffer ETF
-0.03%
-$62.62 
FOCT FT Vest U.S. Equity Buffer ETF
-0.03%
-$96.25 
DAL Delta Air Lines, Inc.
-0.02%
-$165.82 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$2,207.51 
SYK Stryker Corporation
-0.02%
-$142.22 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$249.82 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$98.3 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.01%
-$267.05 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$4,563.11 
CB Chubb Limited
-0.01%
-$203.52 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$4,467.87 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4752 | Longs Won 3122/4752 65% | Profit Factor 10.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $611,207.05 |
| Average Win $157,214.39 | Best Trade (Jul 22) $19.52M | Sharpe Ratio -9.02 |
| Average Loss -$29,847.99 | Worst Trade (Jul 24) -$1.62M | Z-Score 12.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $93,049.16 |
| 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, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Sean Reitenbach?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $10.05M, iShares Core S&P 500 ETF - $4.67M, iShares Core U.S. Aggregate Bond ETF - $3.89M, iShares MSCI EAFE ETF - $3.32M, and Schwab U.S. Dividend Equity ETF - $2.76M. 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 - $935,529.93, Pfizer Inc - $915,422.93, Adobe Inc - $867,576.82, Pacer US Small Cap Cash Cows 100 ETF - $800,970.76, and Novo Nordisk A/S Sponsored ADR - $553,026.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean Reitenbach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $80.5M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $10.05M, iShares Core S&P 500 ETF - $4.72M, iShares Core U.S. Aggregate Bond ETF - $3.87M, iShares MSCI EAFE ETF - $3.33M, and iShares MSCI EAFE Value ETF - $2.68M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean Reitenbach's monthly returns?
Sean Reitenbach's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sean Reitenbach's strategy be considered aggressive or moderate?
Sean Reitenbach's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Sean Reitenbach's strategy?
Sean Reitenbach's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
