SR
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:
25.16%
Gain +1.75%
Monthly
0.33%
Yearly
4%
Drawdown
15.64%
$2.47B
Equity
Holdings
$2.47B
Investment
$2.05B
$445.12M
Profit +$45.77M
Realized
$20.37M
Unrealized
$424.75M
Dividends
$71.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.75%
Profit
$45.77M
Win %
76%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$33.23M
Win %
76%
This Month
Compared to last month
Gain
-1.25%
Profit
-$31.24M
Win %
76%
This Year
Compared to last year
Gain
4.94%
Profit
$123.8M
Win %
75%
SNDK SanDisk Corporation
+14.53%
+$75,924.09 
KLAC KLA Corporation
+13.5%
+$281,468.75 
LRCX Lam Research Corporation
+12.83%
+$131,930.91 
AMAT Applied Materials, Inc.
+11.39%
+$174,332.98 
MU Micron Technology, Inc.
+11.38%
+$468,703.91 
ASML ASML Holding N.V. New York Registry Shares
+9.71%
+$182,317.64 
INTC Intel Corporation
+9.42%
+$166,350.24 
SW Smurfit WestRock PLC
+9.37%
+$47,752.95 
TER Teradyne, Inc.
+9.11%
+$29,082.24 
SOXX iShares Semiconductor ETF
+8.41%
+$436,127.12 
SCCO Southern Copper Corporation
+8.17%
+$92,158.69 
AMD Advanced Micro Devices, Inc.
+8.09%
+$288,689.36 
WDC Western Digital Corporation
+7.82%
+$38,491.5 
CAVA Cava Group Inc.
+7.74%
+$32,420.78 
COPX Global X Copper Miners ETF
+7.38%
+$56,599.4 
BAI iShares A.I. Innovation and Tech Active ETF
+7.15%
+$25,095.48 
DAL Delta Air Lines, Inc.
+7.1%
+$45,020.13 
JBL Jabil Inc.
+6.88%
+$18,430.01 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$38,613.75 
FCX Freeport-McMoRan Inc.
+6.6%
+$23,247 
HON Honeywell International Inc.
+6.56%
+$55,849.5 
HOOD Robinhood Markets, Inc.
+6.5%
+$16,409.25 
STX Seagate Technology Holdings plc
+6.43%
+$143,687.94 
QCOM QUALCOMM Incorporated
+6.42%
+$371,175.28 
CLS Celestica Inc.
+6.26%
+$32,951.25 
PANW Palo Alto Networks, Inc.
+6.18%
+$64,185.15 
HWM Howmet Aerospace Inc.
+5.93%
+$55,477.25 
BA Boeing Company
+5.81%
+$34,297.48 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+5.74%
+$27,829.88 
URA Global X Uranium ETF
+5.74%
+$24,931.8 
SLV iShares Silver Trust
+5.66%
+$55,664.99 
TXN Texas Instruments Inc
+5.51%
+$252,049.95 
PBW Invesco WilderHill Clean Energy ETF
+5.42%
+$14,073.96 
GDX VanEck Gold Miners ETF
+5.39%
+$49,109.22 
GD General Dynamics Corporation
+5.33%
+$48,041.46 
HSBC HSBC Holdings plc Sponsored ADR
+5.29%
+$13,958.16 
GLW Corning Incorporated
+5.18%
+$16,350 
NEM Newmont Corporation
+5.15%
+$9,779.88 
UPS United Parcel Service, Inc.
+5.08%
+$31,363.5 
ETN Eaton Corporation plc
+5.08%
+$66,760.92 
ADI Analog Devices, Inc.
+5.04%
+$37,739.51 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.03%
+$508,522.89 
AMGN Amgen Inc.
+4.97%
+$30,867.62 
PWR Quanta Services Inc.
+4.89%
+$61,171.24 
LYG Lloyds Banking Group Plc ADR
+4.84%
+$7,050 
RL Ralph Lauren Corporation
+4.81%
+$25,488.81 
CAT Caterpillar Inc.
+4.73%
+$172,116.84 
MTUM iShares MSCI USA Momentum Factor ETF
+4.66%
+$14,867.4 
GEV GE Vernova Inc.
+4.6%
+$78,803.22 
TSLA Tesla, Inc.
+4.56%
+$214,175.24 
AVEM Avantis Emerging Markets Equity ETF
+4.53%
+$136,351.87 
FTNT Fortinet Inc.
+4.43%
+$16,564.24 
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$476,920.27 
LMT Lockheed Martin Corporation
+4.4%
+$47,403.77 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$52,528.05 
NKE Nike, Inc. - Class B
+4.36%
+$8,332.17 
CCJ Cameco Corporation
+4.18%
+$43,709.71 
GE General Electric Company
+4.17%
+$50,118.72 
NWG NatWest Group plc Sponsored ADR
+4.14%
+$45,166.77 
NUE Nucor Corporation
+4.1%
+$26,411.85 
OMF OneMain Holdings Inc.
+3.92%
+$18,489.6 
IBKR Interactive Brokers Group Inc.
+3.92%
+$15,239.15 
LAZ Lazard Ltd.
+3.9%
+$8,884.11 
EFG iShares MSCI EAFE Growth ETF
+3.87%
+$436,219.83 
NVS Novartis AG Sponsored ADR
+3.86%
+$16,204.76 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+3.85%
+$249,360.29 
RTX RTX Corporation
+3.83%
+$65,232.4 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$1.76M 
ROBO ROBO Global Robotics & Automation Index ETF
+3.81%
+$26,682.18 
GILD Gilead Sciences Inc.
+3.77%
+$126,595.78 
AVGO Broadcom Inc.
+3.69%
+$704,169.24 
CMI Cummins Inc.
+3.66%
+$24,645.79 
EZU iShares MSCI Eurozone ETF
+3.65%
+$254,183.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$362,577.49 
TKO Tko Group Holdings Inc.
+3.65%
+$17,676.25 
EMR Emerson Electric Co.
+3.62%
+$14,721.28 
SBUX Starbucks Corporation
+3.58%
+$8,045.66 
PTH Invesco Dorsey Wright Health Care Momentum ETF
+3.55%
+$9,804.89 
RSPT Invesco S&P 500 Equal Weight ETF
+3.54%
+$23,455.35 
TGT Target Corporation
+3.48%
+$11,034.04 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+3.47%
+$44,855.37 
VTWG Vanguard Russell 2000 Growth ETF
+3.46%
+$50,034.22 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$102,591.23 
SCHA Schwab U.S. Small-Cap ETF
+3.41%
+$41,100.62 
VGT Vanguard Information Technology ETF
+3.37%
+$29,877.12 
QS QuantumScape Corp
+3.36%
+$6,710.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.34%
+$13,587.48 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$2.92M 
GSK GSK plc Sponsored ADR
+3.32%
+$38,649.5 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$28,937.46 
VBK Vanguard Small-Cap Growth ETF
+3.3%
+$41,808.98 
C Citigroup Inc.
+3.29%
+$77,795.19 
ARES Ares Management Corporation
+3.26%
+$102,894.88 
EWJ iShares MSCI Japan ETF
+3.25%
+$128,116.31 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.25%
+$18,983.16 
XLI Industrial Select Sector SPDR Fund
+3.23%
+$205,560.28 
GS The Goldman Sachs Group, Inc.
+3.23%
+$62,409.96 
GLD SPDR Gold Shares
+3.21%
+$212,056.5 
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$2.01M 
EFA iShares MSCI EAFE ETF
+3.14%
+$3.55M 
GLDM SPDR Gold MiniShares Trust
+3.13%
+$17,856.74 
IAU iShares Gold Trust
+3.13%
+$8,617.11 
VTWO Vanguard Russell 2000 ETF
+3.04%
+$117,764.86 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$327,691.19 
IWM iShares Russell 2000 ETF
+3%
+$184,417.57 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$79,469.6 
ANET Arista Networks, Inc.
+2.94%
+$60,397.46 
AVDV Avantis International Small Cap Value ETF
+2.92%
+$29,181 
LHX L3Harris Technologies, Inc.
+2.89%
+$15,836.55 
VXF Vanguard Extended Market ETF
+2.88%
+$20,366.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$108,184.73 
PH Parker-Hannifin Corporation
+2.83%
+$77,913.06 
MS Morgan Stanley
+2.79%
+$35,544.96 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$7,581.39 
RDVY First Trust Rising Dividend Achievers ETF
+2.78%
+$39,908.69 
ECL Ecolab Inc.
+2.76%
+$19,284.83 
IBIT iShares Bitcoin Trust
+2.75%
+$9,974.22 
VMC Vulcan Materials Company
+2.74%
+$12,431.74 
MAR Marriott International Inc. - Class A
+2.73%
+$24,203.5 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$5,831.76 
EPP iShares MSCI Pacific ex Japan ETF
+2.71%
+$48,063.89 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$295,868.12 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.67%
+$50,211.96 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$137,081.2 
GRAL Grail, Inc.
+2.61%
+$5,937.93 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$1.15M 
TT Trane Technologies plc
+2.58%
+$24,123.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$24,899.39 
FEX First Trust Large Cap Core Fund A
+2.53%
+$34,305.6 
MDY SPDR S&P MidCap 400 ETF Trust
+2.51%
+$11,958.1 
OMC Omnicom Group Inc.
+2.5%
+$13,791.75 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$201,031.8 
VB Vanguard Small-Cap ETF
+2.48%
+$23,374.96 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$98,588.32 
COF Capital One Financial Corporation
+2.45%
+$27,848.7 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.44%
+$274,202.3 
DOV Dover Corporation
+2.43%
+$5,865.61 
VT Vanguard Total World Stock ETF
+2.43%
+$10,667.79 
HD The Home Depot, Inc.
+2.42%
+$146,106.23 
EWU iShares MSCI United Kingdom ETF
+2.41%
+$51,889.69 
BMY Bristol-Myers Squibb Company
+2.41%
+$10,394.38 
CSCO Cisco Systems, Inc.
+2.4%
+$190,217.55 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$14,724.76 
LLY Eli Lilly and Company
+2.37%
+$283,295.68 
NVDA NVIDIA Corporation
+2.32%
+$762,119.08 
ENLV Enlivex Therapeutics Ltd.
+2.29%
+$271.76 
CFG Citizens Financial Group, Inc.
+2.29%
+$42,714.54 
PFE Pfizer Inc.
+2.29%
+$29,378.12 
IUSG iShares Core S&P U.S. Growth ETF
+2.25%
+$28,001.82 
LOW Lowe's Companies Inc.
+2.25%
+$18,506.88 
APH Amphenol Corporation
+2.24%
+$22,635.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$449,457.09 
IWR iShares Russell Mid-Cap ETF
+2.21%
+$136,880.51 
FMDE Fidelity Enhanced Mid Cap ETF
+2.2%
+$244,976.31 
CSX CSX Corporation
+2.2%
+$38,471.34 
WSO Watsco Inc.
+2.2%
+$66,866.25 
BCAT BlackRock Capital Allocation Trust
+2.18%
+$8,207.94 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$4,982.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.12%
+$13,516.25 
URTH iShares MSCI World ETF
+2.11%
+$5,066.88 
MLM Martin Marietta Materials, Inc.
+2.1%
+$9,531.81 
IWS iShares Russell Mid-Cap Value ETF
+2.06%
+$369,856.62 
SHOP Shopify Inc.
+2.06%
+$15,552.02 
BBY Best Buy Co., Inc.
+2%
+$5,621.73 
FBT First Trust NYSE Arca Biotechnology Index Fund
+2%
+$13,710.45 
IWD iShares Russell 1000 Value ETF
+1.98%
+$128,028.57 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$11,133.42 
TFC Truist Financial Corporation
+1.93%
+$16,396.8 
IWX iShares Russell Top 200 Value ETF
+1.93%
+$6,132.37 
DIS The Walt Disney Company
+1.92%
+$13,329.43 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.91%
+$6,394.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.9%
+$22,642.98 
UFPT UFP Technologies Inc.
+1.9%
+$7,651.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$66,367.52 
VUG Vanguard Growth ETF
+1.88%
+$43,586.34 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.87%
+$129,805.2 
MGV Vanguard Mega Cap Value ETF
+1.87%
+$1.1M 
AME Ametek Inc.
+1.86%
+$13,653.68 
VRTX Vertex Pharmaceuticals Incorporated
+1.85%
+$4,503.07 
AOA iShares Core Aggressive Allocation ETF
+1.85%
+$145,332 
VO Vanguard Mid-Cap ETF
+1.85%
+$656,317.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$8,491.56 
MGK Vanguard Mega Cap Growth ETF
+1.84%
+$22,199.53 
BKNG Booking Holdings Inc.
+1.83%
+$3,754.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$69,691.06 
SCHK Schwab 1000 Index ETF
+1.82%
+$4,471.67 
SNA Snap-on Inc.
+1.81%
+$80,426.97 
VTHR Vanguard Russell 3000 ETF
+1.81%
+$141,088.37 
NOC Northrop Grumman Corporation
+1.8%
+$8,258.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$39,876.08 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.75%
+$31,191.39 
QUAL iShares MSCI USA Quality Factor ETF
+1.75%
+$983,402.28 
IWB iShares Russell 1000 ETF
+1.75%
+$44,379.78 
IVV iShares Core S&P 500 ETF
+1.74%
+$5.62M 
AXP American Express Company
+1.74%
+$50,106.42 
TM Toyota Motor Corporation
+1.73%
+$3,620.43 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$3,711.59 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$10,433.57 
MFG Mizuho Financial Group Inc. ADR
+1.71%
+$1,813.28 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$677,710.15 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$133,861.5 
VOO Vanguard S&P 500 ETF
+1.7%
+$63,309.35 
VTV Vanguard Value ETF
+1.68%
+$70,078.8 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$185,216 
MTB M&T Bank Corporation
+1.67%
+$4,106.74 
BX Blackstone Inc.
+1.66%
+$22,375.26 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.64%
+$90,435.03 
CEG Constellation Energy Corporation
+1.62%
+$14,893.98 
LAMR Lamar Advertising Company
+1.62%
+$6,065.82 
MDB MongoDB Inc.
+1.6%
+$6,903.65 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$10,482.77 
KEY KeyCorp
+1.59%
+$7,898.1 
VONG Vanguard Russell 1000 Growth Fund
+1.59%
+$62,970.88 
OEF iShares S&P 100 ETF
+1.59%
+$4,597.52 
MELI MercadoLibre, Inc.
+1.58%
+$3,064.03 
DON WisdomTree U.S. MidCap Dividend Fund
+1.57%
+$33,113.07 
IRM Iron Mountain Inc.
+1.56%
+$4,531.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.54%
+$11,761.95 
IWY iShares Russell Top 200 Growth ETF
+1.53%
+$1.26M 
MRK Merck & Co., Inc.
+1.45%
+$44,343.46 
JPM JPMorgan Chase & Co.
+1.43%
+$200,823.49 
DE Deere & Company
+1.42%
+$14,814.92 
AMZN Amazon.com Inc
+1.4%
+$328,415.52 
SNY Sanofi American Depositary Receipt
+1.4%
+$3,303.15 
USB U.S. Bancorp
+1.4%
+$26,132.44 
SYY Sysco Corporation
+1.37%
+$7,159.32 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+1.32%
+$32,527.17 
AOM iShares Core 40/60 Moderate Allocation ETF
+1.32%
+$18,723.06 
TBLD Thornburg Income Builder Opportunities Trust
+1.3%
+$2,800 
FERG Ferguson Enterprises Inc
+1.29%
+$4,544.3 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$96,224.2 
QDEC FT Vest Nasdaq-100 Buffer ETF
+1.28%
+$3,568.9 
LIN Linde plc
+1.27%
+$16,744.36 
EWC iShares MSCI Canada ETF
+1.26%
+$52,533.72 
FITB Fifth Third Bancorp
+1.25%
+$9,078.3 
UBER Uber Technologies, Inc.
+1.25%
+$7,176.7 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.23%
+$73,352.64 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$6,622.07 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$31,870.74 
VHT Vanguard Health Care ETF
+1.21%
+$2,873.84 
PRU Prudential Financial, Inc.
+1.21%
+$13,180.95 
AAPL Apple Inc.
+1.19%
+$946,614.92 
IVE ISHARES S&P 500 VALUE ETF
+1.18%
+$58,594.7 
PYPL PayPal Holdings Inc
+1.18%
+$14,849.76 
EPI WisdomTree India Earnings Fund
+1.17%
+$2,554.49 
FMAY FT Vest U.S. Equity Buffer ETF
+1.16%
+$2,651.12 
EIX Edison International
+1.15%
+$21,636.52 
PCY Invesco Emerging Markets Sovereign Debt ETF
+1.14%
+$5,443.16 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$2,311.98 
PLD Prologis Inc.
+1.12%
+$9,964.64 
AOK iShares Core Conservative Allocation ETF
+1.11%
+$6,613.88 
CINF Cincinnati Financial Corporation
+1.1%
+$16,607.34 
IBM International Business Machines Corporation
+1.09%
+$70,444.46 
SLB Schlumberger Limited
+1.02%
+$2,600.13 
BAC Bank of America Corporation
+1.01%
+$45,585.1 
XLC Communication Services Select Sector SPDR Fund
+1%
+$134,971.32 
HLT Hilton Worldwide Holdings Inc.
+0.99%
+$5,906.88 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$740,244.96 
QUS SPDR MSCI USA StrategicFactors ETF
+0.98%
+$4,189.3 
FAPR FT Vest U.S. Equity Buffer ETF
+0.97%
+$4,174.55 
DLR Digital Realty Trust, Inc.
+0.97%
+$2,581.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.96%
+$83,672.68 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.95%
+$2,297.25 
SGC Superior Group of Companies, Inc.
+0.95%
+$2,590.44 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$14,371.91 
HCA HCA Healthcare Inc.
+0.93%
+$21,081.84 
MCD McDonald's Corporation
+0.93%
+$45,741.13 
CTAS Cintas Corporation
+0.92%
+$20,383.26 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$96,834.34 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$108,552.66 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$188,590.48 
BUFR FT Vestladder Buffer ETF-USD I
+0.89%
+$292,039.36 
SDY SPDR S&P Dividend ETF
+0.88%
+$128,095.46 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.85%
+$7,780.44 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.84%
+$1,899.25 
UNM Unum Group
+0.84%
+$6,199.32 
FFEB FT Vest US Equity Buffer ETF
+0.82%
+$2,564.46 
CTA-PA EIDP, Inc.
+0.81%
+$1,290.43 
FAUG FT Vest U.S. Equity Buffer ETF
+0.8%
+$5,060.54 
FOCT FT Vest U.S. Equity Buffer ETF
+0.8%
+$3,073.93 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$21,173.6 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.8%
+$2,087.98 
COWZ Pacer US Cash Cows 100 ETF
+0.79%
+$52,243.5 
CAG Conagra Brands Inc.
+0.79%
+$2,033.74 
RY Royal Bank of Canada
+0.77%
+$2,896.29 
APD Air Products and Chemicals, Inc.
+0.74%
+$17,944.57 
FXH First Trust Health Care AlphaDEX Fund
+0.73%
+$12,259.39 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.72%
+$2,125.36 
XLF Financial Select Sector SPDR Fund
+0.72%
+$85,302.75 
BLK BlackRock, Inc.
+0.7%
+$8,138.89 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$4,106.19 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$108,829.51 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.67%
+$3,161.85 
MBB iShares MBS ETF
+0.67%
+$1,580.04 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.67%
+$1,637.02 
SPG Simon Property Group, Inc.
+0.66%
+$2,258.18 
DVY iShares Select Dividend ETF
+0.64%
+$9,235.02 
DMAR FT Vest US Equity Deep Buffer Fund
+0.63%
+$1,535.24 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.63%
+$2,166.86 
AJG Arthur J. Gallagher & Co.
+0.63%
+$6,306.6 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.62%
+$9,618.94 
PWV Invesco Large Cap Value ETF
+0.62%
+$12,321.57 
FE FirstEnergy Corp.
+0.61%
+$6,241.22 
FTCS First Trust Capital Strength ETF
+0.61%
+$10,657.86 
FBND Fidelity Total Bond ETF
+0.61%
+$35,351.25 
PGX Invesco Preferred ETF
+0.6%
+$3,166.74 
FJUL FT Vest US Equity Buffer ETF
+0.58%
+$5,733.6 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.58%
+$16,796.45 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$4,318.44 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.57%
+$5,379.15 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$209,891.36 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$23,535.06 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$4,517.04 
SRE Sempra
+0.56%
+$1,133.73 
BTI British American Tobacco p.l.c. ADR
+0.56%
+$14,389.48 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$2,767.37 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.55%
+$4,011.15 
GAUG FT Vest US Equity Moderate Fund
+0.54%
+$1,402.28 
GOOG Alphabet Inc
+0.54%
+$87,728.24 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.54%
+$11,343.67 
UNP Union Pacific Corporation
+0.53%
+$2,515.44 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$5,072.97 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$4,471.7 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$55,082.64 
ABT Abbott Laboratories
+0.49%
+$5,941.76 
GMAR FT Vest US Equity Moderate B Fund
+0.49%
+$1,187.69 
WFC Wells Fargo & Company
+0.48%
+$5,163.84 
EQIX Equinix, Inc.
+0.47%
+$3,456.67 
NSC Norfolk Southern Corporation
+0.47%
+$2,224.32 
PLTR Palantir Technologies Inc.
+0.47%
+$6,423.8 
YJUN First Trust International Equity Moderate ETF
+0.47%
+$1,388 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.43%
+$14,338.44 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$15,378.3 
ESCA Escalade, Incorporated
+0.38%
+$1,075.13 
VZ Verizon Communications Inc.
+0.36%
+$14,648.9 
TMUS T-Mobile US, Inc.
+0.36%
+$4,978.1 
BWB Bridgewater Bancshares Inc.
+0.36%
+$1,559.46 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
+0.33%
+$3,201.55 
DJUL FT Vest US Equity Deep Buffer Fund
+0.32%
+$1,220.52 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$2,735.75 
BINC iShares Flexible Income Active ETF
+0.32%
+$8,007.28 
BBDC Barings BDC Inc.
+0.3%
+$808.17 
OVBC Ohio Valley Banc Corp
+0.28%
+$4,864.86 
TOWN TowneBank
+0.28%
+$1,649.98 
PFG Principal Financial Group, Inc.
+0.28%
+$2,145.51 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.28%
+$643.68 
IDXX IDEXX Laboratories, Inc.
+0.28%
+$1,006.74 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.25%
+$18,236.5 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$14,868.45 
ARCC Ares Capital Corporation
+0.24%
+$807.31 
MUB iShares National Muni Bond ETF
+0.23%
+$15,361.25 
FNF Fidelity National Financial, Inc.
+0.23%
+$1,600.28 
WHG Westwood Holdings Group Inc.
+0.23%
+$561.56 
ISRG Intuitive Surgical, Inc.
+0.21%
+$3,608.93 
TRV The Travelers Companies, Inc.
+0.21%
+$662.41 
D Dominion Energy, Inc.
+0.2%
+$2,029.45 
XEL Xcel Energy Inc.
+0.19%
+$1,586.76 
ENB Enbridge Inc.
+0.18%
+$527.2 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$1,369.23 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.18%
+$1,176.22 
WPC W. P. Carey Inc.
+0.17%
+$1,233.96 
XLU Utilities Select Sector SPDR Fund
+0.17%
+$7,757.55 
NYF iShares New York Muni Bond ETF
+0.17%
+$567 
GOOGL Alphabet Inc
+0.16%
+$42,739.62 
FJUN FT Vest US Equity Buffer ETF - June
+0.16%
+$1,957.1 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$1,776.53 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.15%
+$2,248.43 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$4,930 
HAL Halliburton Company
+0.13%
+$218.5 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$11,748.42 
FTSL First Trust Senior Loan ETF
+0.12%
+$1,981.82 
HGER Harbor Commodity All-Weather Fund
+0.12%
+$531.79 
ABBV AbbVie Inc.
+0.11%
+$6,571.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$262.1 
NDAQ Nasdaq, Inc.
+0.09%
+$2,194.48 
JNJ Johnson & Johnson
+0.09%
+$4,310.67 
KKR KKR & Co. Inc.
+0.08%
+$190.01 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$583.2 
SRLN SPDR Blackstone Senior Loan ETF
+0.07%
+$589.83 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$7,726.28 
GIS General Mills, Inc.
+0.06%
+$225.68 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$26,807.22 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$375.27 
MDT Medtronic plc
+0.05%
+$799.24 
KMB Kimberly-Clark Corporation
+0.05%
+$452.3 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$217.7 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$1,801.12 
TAXF American Century Diversified Municipal Bond ETF
+0.03%
+$217.75 
AN AutoNation Inc.
+0.02%
+$43.03 
SPLV Invesco S&P 500 Low Volatility ETF
+0.01%
+$324.81 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$473.93 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$39.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$209.27 
AZN
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BLL Ball Corp
0%
$0 
CMCSA Comcast Corp
0%
$0 
DMAX
0%
$0 
JCI
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
SQ Block, Inc.
0%
$0 
TRI
0%
$0 
ORCL Oracle Corporation
-8.46%
-$151,253.68 
ADBE Adobe Inc.
-6.23%
-$19,383.02 
SAP SAP SE Sponsored ADR
-3.97%
-$120,542.98 
COP ConocoPhillips
-3.69%
-$37,034.8 
APP AppLovin Corporation Class A Common Stock
-2.9%
-$7,206.36 
NOW ServiceNow, Inc.
-2.77%
-$24,046.24 
SPGI S&P Global Inc.
-2.75%
-$46,313.05 
INTU Intuit Inc.
-2.71%
-$7,900.2 
OXY Occidental Petroleum Corporation
-2.69%
-$4,761.56 
EOG EOG Resources, Inc.
-2.63%
-$15,538.59 
XOM Exxon Mobil Corporation
-2.61%
-$236,550.63 
FANG Diamondback Energy Inc
-2.51%
-$7,873.21 
WM Waste Management, Inc.
-2.38%
-$75,829.91 
MO Altria Group, Inc.
-2.37%
-$30,424.96 
ADP Automatic Data Processing Inc.
-2.23%
-$59,080.91 
BG Bunge Global S.A.
-2.21%
-$16,947.69 
BSX Boston Scientific Corporation
-2.15%
-$11,980.8 
CRM Salesforce Inc
-2.14%
-$12,078 
RELX Relx PLC Sponsored ADR
-2.06%
-$43,988.7 
PSX Phillips 66
-2.04%
-$7,070.7 
CVX Chevron Corporation
-2.01%
-$46,286.94 
EQNR Equinor ASA Sponsored ADR
-1.99%
-$4,343.35 
XLE Energy Select Sector SPDR Fund
-1.97%
-$16,730.74 
MCO Moody's Corporation
-1.96%
-$12,034.46 
MSFT Microsoft Corp.
-1.85%
-$521,680.24 
RSG Republic Services, Inc.
-1.69%
-$43,196.4 
ALL Allstate Corporation
-1.69%
-$6,664.14 
AWK American Water Works Company, Inc.
-1.68%
-$22,554.57 
PAYX Paychex Inc.
-1.64%
-$11,818.34 
ACN Accenture plc Class A
-1.58%
-$25,728.3 
SNDA Sonida Senior Living Inc.
-1.49%
-$4,274.65 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$11,151.66 
AMT American Tower Corporation
-1.42%
-$3,822 
OKE ONEOK, Inc.
-1.39%
-$73,693.6 
KMI Kinder Morgan, Inc.
-1.38%
-$9,184.56 
VLO Valero Energy Corporation
-1.36%
-$58,230.73 
DHR Danaher Corporation
-1.3%
-$7,070.98 
MDLZ Mondelez International, Inc.
-1.28%
-$4,537.88 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$26,962.6 
MAA Mid-America Apartment Communities, Inc.
-1.19%
-$12,913.74 
KO The Coca-Cola Company
-1.18%
-$74,150.8 
CCI Crown Castle Inc.
-1.15%
-$3,628.37 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$2,446.28 
V Visa Inc. Class A
-1.1%
-$96,141.09 
AKRE Akre Focus ETF
-1.1%
-$6,329.36 
MPC Marathon Petroleum Corporation
-1.07%
-$36,499.09 
PM Philip Morris International Inc.
-1.04%
-$41,065 
LNG Cheniere Energy Inc.
-0.97%
-$2,561.5 
NFLX Netflix, Inc.
-0.96%
-$17,533.26 
SNPS Synopsys, Inc.
-0.94%
-$2,249.83 
SYK Stryker Corporation
-0.93%
-$6,279.56 
ET Energy Transfer L.P.
-0.92%
-$6,455.44 
VTR Ventas Inc.
-0.88%
-$2,746.14 
ED Consolidated Edison, Inc.
-0.87%
-$6,750.14 
RGP Resources Connection Inc.
-0.85%
-$485.24 
BDTX Black Diamond Therapeutics, Inc.
-0.81%
-$170.32 
PGR Progressive Corporation
-0.78%
-$5,809.6 
ATO Atmos Energy Corporation
-0.77%
-$2,230.8 
CB Chubb Limited
-0.76%
-$12,847.15 
COST Costco Wholesale Corporation
-0.74%
-$91,426.8 
ES Eversource Energy
-0.74%
-$7,112.15 
SCHW Charles Schwab Corporation
-0.73%
-$2,269.8 
WEC WEC Energy Group Inc.
-0.72%
-$22,002.29 
SO The Southern Company
-0.7%
-$8,795.12 
DUK Duke Energy Corporation
-0.67%
-$6,667.48 
MKC McCormick & Company, Incorporated
-0.62%
-$7,959.87 
JKE iShares Morningstar Large-Cap Growth ETF
-0.61%
-$12,063.1 
BP BP p.l.c. Sponsored ADR
-0.58%
-$9,283 
CL Colgate-Palmolive Company
-0.57%
-$1,649.85 
WMB The Williams Companies, Inc.
-0.57%
-$11,498.04 
ALNY Alnylam Pharmaceuticals Inc
-0.56%
-$1,691.62 
META Meta Platforms Inc Class A
-0.55%
-$44,682.12 
KR Kroger Co.
-0.51%
-$4,112.13 
TTE TotalEnergies SE
-0.51%
-$1,424.25 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$1,190.8 
UNH UnitedHealth Group Incorporated
-0.47%
-$12,414.66 
BHB Bar Harbor Bankshares
-0.46%
-$1,204.79 
ORLY O'Reilly Automotive Inc.
-0.46%
-$4,431.37 
MA Mastercard Incorporated
-0.46%
-$13,719.92 
PBA Pembina Pipeline Corporation
-0.44%
-$1,633.14 
T AT&T Inc.
-0.43%
-$9,412.6 
DT Dynatrace, Inc.
-0.42%
-$1,387.2 
PEP PepsiCo, Inc.
-0.42%
-$8,048.53 
BDX Becton, Dickinson and Company
-0.41%
-$1,341.37 
PG Procter & Gamble Co
-0.41%
-$14,876.92 
CI The Cigna Group
-0.41%
-$3,273.05 
UL Unilever PLC Sponsored American Depositary Receipt
-0.41%
-$2,016.24 
SHEL Shell plc
-0.41%
-$8,354.57 
ORI Old Republic International Corp.
-0.39%
-$990.75 
ETR Entergy Corporation
-0.39%
-$2,700.83 
OGE Oge Energy Corp.
-0.36%
-$762.79 
CME CME Group Inc.
-0.35%
-$7,254.85 
EMLP First Trust North American Energy Infrastructure Fund
-0.28%
-$9,318.96 
EW Edwards Lifesciences Corporation
-0.27%
-$879.52 
MCK McKesson Corporation
-0.27%
-$1,669.5 
EXC Exelon Corporation
-0.26%
-$3,297.84 
RF-PF Regions Financial Corporation
-0.24%
-$2,185.56 
FLWS 1-800-Flowers.com Inc.
-0.24%
-$1,020.05 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$2,579.8 
WMT Walmart Inc.
-0.14%
-$11,982.42 
AMP Ameriprise Financial, Inc.
-0.14%
-$288.64 
WELL Welltower Inc.
-0.14%
-$1,215 
SMB VanEck Short Muni ETF
-0.12%
-$2,063.18 
NEE NextEra Energy, Inc.
-0.11%
-$1,088.61 
GSBD Goldman Sachs BDC Inc.
-0.11%
-$243.25 
TJX The TJX Companies, Inc.
-0.11%
-$3,618.9 
MSI Motorola Solutions, Inc.
-0.07%
-$178.48 
HDV iShares Core High Dividend ETF
-0.05%
-$722.7 
NI NiSource Inc.
-0.05%
-$378.2 
AEP American Electric Power Company, Inc.
-0.05%
-$1,016.34 
DTE DTE Energy Company
-0.03%
-$317.14 
IHI iShares U.S. Medical Devices ETF
-0.03%
-$110.36 
XVV iShares ESG Screened S&P 500
-0.01%
-$70.34 
O Realty Income Corporation
-0.01%
-$142.02 
BRK-B Berkshire Hathaway Inc.
0%
-$389.39 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4752 | Longs Won 3090/4752 65% | Profit Factor 9.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $604,827.95 |
| Average Win $160,457.77 | Best Trade (Jun 11) $16.81M | Sharpe Ratio -1.22 |
| Average Loss -$30,503.2 | Worst Trade (Jun 11) -$1.52M | Z-Score 18.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $93,669.65 |
| 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.
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Option values are updated at end of day.
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