Bradley Wilson Portfolio
Invests via Crews Bank & Trust | Managed by Bradley Wilson
Invests via Crews Bank & Trust
Managed by Bradley Wilson
Automatically Tracked
Private-equity and operations executive focused on growth-stage consumer and technology investments. Bradley Wilson brings operating leadership in scaling revenue, commercial strategy and M&A integration, with experience across portfolio company governance and board roles. Commonly engages on go-to-market transformation, EBITDA improvement and capital raises, positioning firms for strategic exits or later-stage financings.
Private-equity and operations executive focused on growth-stage consumer and technology investments. Bradley Wilson brings operating leadership in scaling revenue, commercial strategy and M&A integration, with experience across portfolio company governance and board roles. Commonly engages on go-to-market transformation, EBITDA improvement and capital raises, positioning firms for strategic exits or later-stage financings.
Investment Philosophy & Strategy
Private-equity and operations executive focused on growth-stage consumer and technology investments. Bradley Wilson brings operating leadership in scaling revenue, commercial strategy and M&A integration, with experience across portfolio company governance and board roles. Commonly engages on go-to-market transformation, EBITDA improvement and capital raises, positioning firms for strategic exits or later-stage financings.
Private-equity and operations executive focused on growth-stage consumer and technology investments. Bradley Wilson brings operating leadership in scaling revenue, commercial strategy and M&A integration, with experience across portfolio company governance and board roles. Commonly engages on go-to-market transformation, EBITDA improvement and capital raises, positioning firms for strategic exits or later-stage financings.
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:
20.55%
Gain -0.54%
Monthly
0.87%
Yearly
11%
Drawdown
13.93%
$769.9M
Equity
Holdings
$769.9M
Investment
$652.61M
$120.96M
Profit -$3.85M
Realized
$3.68M
Unrealized
$117.29M
Dividends
$24.5M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$3.85M
Win %
60%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$3.27M
Win %
60%
This Month
Compared to last month
Gain
1.19%
Profit
$9.05M
Win %
60%
This Year
Compared to last year
Gain
0.62%
Profit
$4.73M
Win %
62%
SNBR Sleep Number Corporation
+257.14%
+$27 
LEXX Lexaria Bioscience Corp.
+6.69%
+$51.78 
HONA Honeywell Aerospace Inc.
+3.49%
+$21,081.45 
BP BP p.l.c. Sponsored ADR
+3.41%
+$1,410.75 
KMI Kinder Morgan, Inc.
+3.4%
+$22,642.31 
COP ConocoPhillips
+3.27%
+$33,942.53 
EQT EQT Corporation
+3.26%
+$364.23 
RTX RTX Corporation
+3.07%
+$16,052.26 
DTM Dt Midstream Inc.
+3.04%
+$1,926.8 
NOC Northrop Grumman Corporation
+2.88%
+$1,653.7 
FDXF FedEx Freight Holding Company Inc.
+2.87%
+$912.96 
LMT Lockheed Martin Corporation
+2.71%
+$31,812 
OKE ONEOK, Inc.
+2.66%
+$7,955.41 
SHEL Shell plc
+2.63%
+$4,264.96 
SLB Schlumberger Limited
+2.63%
+$191.77 
CCI Crown Castle Inc.
+2.58%
+$271.92 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.47%
+$573.58 
CVX Chevron Corporation
+2.3%
+$56,963.1 
XLE Energy Select Sector SPDR Fund
+2.23%
+$40,690.49 
IXC iShares Global Energy ETF
+2.22%
+$69.61 
PM Philip Morris International Inc.
+2.2%
+$11,457.6 
HAL Halliburton Company
+2.13%
+$175 
LYB LyondellBasell Industries N.V.
+2.12%
+$1,203.65 
MSI Motorola Solutions, Inc.
+2.07%
+$537.79 
MDU MDU Resources Group, Inc.
+2.04%
+$295.26 
AMT American Tower Corporation
+2.01%
+$22,917.44 
IDXX IDEXX Laboratories, Inc.
+2%
+$1,093 
XOM Exxon Mobil Corporation
+1.98%
+$42,473.07 
PEP PepsiCo, Inc.
+1.96%
+$23,463.48 
EPD Enterprise Products Partners L.P.
+1.95%
+$625.5 
USB U.S. Bancorp
+1.94%
+$3,360.61 
F Ford Motor Company
+1.91%
+$838.95 
AEE Ameren Corporation
+1.86%
+$3,335.04 
AEP American Electric Power Company, Inc.
+1.86%
+$1,878.03 
EXC Exelon Corporation
+1.85%
+$701 
WEC WEC Energy Group Inc.
+1.83%
+$3,528.23 
PEG Public Service Enterprise Group Incorporated
+1.82%
+$11,153.92 
DUK Duke Energy Corporation
+1.8%
+$15,184.45 
GD General Dynamics Corporation
+1.79%
+$1,601.32 
IGE iShares North American Natural Resources ETF
+1.75%
+$817.2 
SMG Scotts Miracle-Gro Co.
+1.73%
+$1,088.52 
SO The Southern Company
+1.72%
+$7,376.13 
ED Consolidated Edison, Inc.
+1.66%
+$2,967.45 
VSNT Versant Media Group, Inc.
+1.63%
+$2.04 
TJX The TJX Companies, Inc.
+1.63%
+$5,697.04 
DNP DNP Select Income Fund Inc.
+1.63%
+$534.08 
PPL PPL Corporation
+1.62%
+$81.2 
AZO AutoZone Inc.
+1.62%
+$940.5 
ROK Rockwell Automation, Inc.
+1.58%
+$2,502.06 
CNP CenterPoint Energy Inc.
+1.58%
+$5,341.14 
TFC Truist Financial Corporation
+1.58%
+$15,135.12 
PSX Phillips 66
+1.54%
+$1,268.25 
WY Weyerhaeuser Company
+1.52%
+$251.34 
NEM Newmont Corporation
+1.52%
+$352 
CASY Casey's General Stores Inc.
+1.52%
+$4,874.94 
LHX L3Harris Technologies, Inc.
+1.42%
+$75.02 
SRE Sempra
+1.42%
+$348 
COST Costco Wholesale Corporation
+1.36%
+$23,107.2 
AWK American Water Works Company, Inc.
+1.36%
+$371.83 
RGLD Royal Gold Inc.
+1.35%
+$18.84 
NJR New Jersey Resources Corporation
+1.34%
+$516.12 
GE General Electric Company
+1.32%
+$999.46 
MO Altria Group, Inc.
+1.31%
+$3,657.87 
MDLZ Mondelez International, Inc.
+1.31%
+$1,690.43 
KO The Coca-Cola Company
+1.3%
+$16,626.03 
MRK Merck & Co., Inc.
+1.29%
+$12,829.12 
ALL Allstate Corporation
+1.29%
+$5,012.7 
SWX Southwest Gas Holdings Inc.
+1.29%
+$66.6 
ACIC American Coastal Insurance Corp.
+1.28%
+$26,470.5 
TM Toyota Motor Corporation
+1.27%
+$60.87 
HDV iShares Core High Dividend ETF
+1.27%
+$33,380.62 
WMB The Williams Companies, Inc.
+1.24%
+$77.4 
D Dominion Energy, Inc.
+1.24%
+$1,760.46 
CMCSA Comcast Corp
+1.24%
+$1,167.75 
NUE Nucor Corporation
+1.22%
+$675.96 
MET MetLife Inc.
+1.22%
+$1,561.6 
WTRG Essential Utilities Inc.
+1.22%
+$1,211.77 
VZ Verizon Communications Inc.
+1.18%
+$9,169.12 
CRH CRH plc
+1.17%
+$3,410.88 
ORI Old Republic International Corp.
+1.16%
+$502.2 
GSK GSK plc Sponsored ADR
+1.16%
+$421.8 
AIG American International Group Inc.
+1.15%
+$206.57 
FE FirstEnergy Corp.
+1.14%
+$693.16 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$20,881 
OGS One Gas Inc.
+1.13%
+$422.5 
VPU Vanguard Utilities ETF
+1.12%
+$202.5 
VTRS Viatris Inc.
+1.1%
+$73.8 
ES Eversource Energy
+1.09%
+$1,448.64 
COF Capital One Financial Corporation
+1.07%
+$9,650.24 
CAG Conagra Brands Inc.
+1.06%
+$97.05 
AON Aon plc
+1.02%
+$38.03 
WMT Walmart Inc.
+1.02%
+$19,460.4 
NEE NextEra Energy, Inc.
+1.01%
+$12,668.8 
WFC Wells Fargo & Company
+1%
+$1,851.73 
PNC The PNC Financial Services Group, Inc.
+0.99%
+$2,416.82 
KR Kroger Co.
+0.99%
+$391.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.99%
+$505 
PWV Invesco Large Cap Value ETF
+0.97%
+$37.48 
XEL Xcel Energy Inc.
+0.96%
+$365.4 
AMLP Alerian MLP ETF
+0.96%
+$450 
ETR Entergy Corporation
+0.96%
+$179.1 
LIN Linde plc
+0.95%
+$885.48 
JPM JPMorgan Chase & Co.
+0.95%
+$49,369.6 
AMTM Amentum Holdings, Inc.
+0.94%
+$18 
NANR SPDR S&P North American Natural Resources ETF
+0.93%
+$67.23 
HD The Home Depot, Inc.
+0.91%
+$19,087.12 
PGR Progressive Corporation
+0.9%
+$580.25 
DTE DTE Energy Company
+0.89%
+$1,334.94 
KHC The Kraft Heinz Company
+0.88%
+$78.72 
DOW Dow Inc.
+0.88%
+$195.78 
DEO Diageo plc Sponsored ADR
+0.85%
+$80 
DRI Darden Restaurants, Inc.
+0.84%
+$705.9 
TXT Textron Inc.
+0.84%
+$1,076.96 
HRL Hormel Foods Corporation
+0.84%
+$136 
MKC McCormick & Company, Incorporated
+0.83%
+$114 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.83%
+$1,064.47 
XLP Consumer Staples Select Sector SPDR Fund
+0.82%
+$9,228.58 
PG Procter & Gamble Co
+0.81%
+$14,179.84 
DHS WisdomTree U.S. High Dividend Fund
+0.81%
+$438.51 
DOV Dover Corporation
+0.79%
+$8,619.4 
O Realty Income Corporation
+0.79%
+$444.84 
CMI Cummins Inc.
+0.79%
+$5,028.02 
CB Chubb Limited
+0.77%
+$673.32 
AQN Algonquin Power & Utilities Corp.
+0.77%
+$14.68 
CME CME Group Inc.
+0.76%
+$13,556.46 
SYK Stryker Corporation
+0.75%
+$346.18 
AFL Aflac Inc.
+0.73%
+$5,425.72 
LOW Lowe's Companies Inc.
+0.72%
+$4,605.06 
MRP Millrose Properties Inc.
+0.72%
+$14.4 
TRV The Travelers Companies, Inc.
+0.71%
+$2,778.36 
JNJ Johnson & Johnson
+0.71%
+$22,023 
STZ Constellation Brands, Inc.
+0.71%
+$92 
HSY The Hershey Company
+0.7%
+$4.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$1,957.22 
EIX Edison International
+0.7%
+$39 
LLY Eli Lilly and Company
+0.7%
+$49,407.22 
MRSH Marsh & McLennan Companies, Inc.
+0.7%
+$50.7 
MNST Monster Beverage Corporation
+0.69%
+$3,403.26 
CARR Carrier Global Corporation
+0.69%
+$8,534.42 
DVY iShares Select Dividend ETF
+0.68%
+$1,121.04 
C Citigroup Inc.
+0.68%
+$1,197.84 
KMB Kimberly-Clark Corporation
+0.68%
+$2,327.38 
TT Trane Technologies plc
+0.67%
+$612 
BNY BlackRock New York Municipal Income Trust
+0.65%
+$2,481.78 
XYL Xylem Inc.
+0.65%
+$892.44 
ABBV AbbVie Inc.
+0.65%
+$15,476.39 
FVD First Trust Value Line Dividend Index Fund
+0.65%
+$356.26 
OTTR Otter Tail Corporation
+0.64%
+$627.9 
IDV iShares International Select Dividend ETF
+0.64%
+$1,129.95 
MDIDX MFS International Diversification Fund
+0.63%
+$1,001.11 
BRK-B Berkshire Hathaway Inc.
+0.63%
+$3,304.99 
OTIS Otis Worldwide Corporation
+0.62%
+$92.4 
BLK BlackRock, Inc.
+0.62%
+$10,588.33 
AEG Aegon N.V.
+0.6%
+$27.9 
NXPI NXP Semiconductors N.V.
+0.59%
+$34.25 
SPGI S&P Global Inc.
+0.58%
+$17.22 
FAST Fastenal Co.
+0.57%
+$593.88 
ZTS Zoetis Inc.
+0.57%
+$15.3 
GEV GE Vernova Inc.
+0.56%
+$694.12 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$55.83 
OLN Olin Corporation
+0.55%
+$77.18 
GM General Motors Company
+0.53%
+$216.48 
MFC Manulife Financial Corporation
+0.52%
+$229.54 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.52%
+$1,598.62 
KNF Knife River Corporation
+0.52%
+$50.44 
XLB Materials Select Sector SPDR Fund
+0.51%
+$7,517.9 
T AT&T Inc.
+0.51%
+$3,471 
TXN Texas Instruments Inc
+0.51%
+$2,064.68 
CL Colgate-Palmolive Company
+0.5%
+$284.12 
NVS Novartis AG Sponsored ADR
+0.5%
+$589.5 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.5%
+$1,412.5 
CI The Cigna Group
+0.48%
+$34.32 
ASB Associated Banc-Corp
+0.45%
+$221 
SPG Simon Property Group, Inc.
+0.45%
+$22.75 
ICE Intercontinental Exchange, Inc.
+0.44%
+$11,865.7 
V Visa Inc. Class A
+0.44%
+$35,780.5 
HPS John Hancock Preferred Income Fund III
+0.43%
+$50 
ARKVX ARK Venture Fund
+0.41%
+$101 
KIE SPDR S&P Insurance ETF
+0.4%
+$377.5 
NNN NNN REIT, Inc.
+0.39%
+$6.4 
PH Parker-Hannifin Corporation
+0.38%
+$343.1 
KEY KeyCorp
+0.38%
+$222.45 
TD The Toronto-Dominion Bank
+0.37%
+$453.9 
SDY SPDR S&P Dividend ETF
+0.37%
+$220.59 
AAPL Apple Inc.
+0.35%
+$84,729.6 
RY Royal Bank of Canada
+0.35%
+$206.87 
DIV Global X SuperDividend U.S. ETF
+0.34%
+$474.82 
ADM Archer-Daniels-Midland Co
+0.33%
+$165 
SJM The J.M. Smucker Company
+0.32%
+$80 
ISRG Intuitive Surgical, Inc.
+0.32%
+$955.81 
DLTR Dollar Tree, Inc.
+0.31%
+$97.5 
VCMIX Versus Capital Multi-Manager Real Estate Income Fund LLC
+0.31%
+$127.12 
HBAN Huntington Bancshares Incorporated
+0.29%
+$159.75 
CDE Coeur Mining, Inc.
+0.29%
+$55.76 
TY Tri-Continental Corporation
+0.29%
+$443.4 
ZHOG F/m Opportunistic Income ETF
+0.29%
+$144.1 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
+0.29%
+$754.25 
ITW Illinois Tool Works Inc.
+0.28%
+$61.5 
PFE Pfizer Inc.
+0.27%
+$1,454.96 
GPC Genuine Parts Company
+0.27%
+$423.01 
DGRO iShares Core Dividend Growth ETF
+0.27%
+$26,659.71 
SGU Star Group L.P.
+0.27%
+$75.5 
FLO Flowers Foods, Inc.
+0.24%
+$3.75 
ADP Automatic Data Processing Inc.
+0.24%
+$485.53 
RF Regions Financial Corporation
+0.24%
+$22.75 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$82,184.52 
MCK McKesson Corporation
+0.2%
+$116.29 
VOE Vanguard Mid-Cap Value ETF
+0.19%
+$72.54 
VYMI Vanguard International High Dividend Yield Index Fund
+0.19%
+$4,551.64 
APD Air Products and Chemicals, Inc.
+0.18%
+$425.69 
FXO First Trust Financials AlphaDEX Fund
+0.18%
+$110 
DWX SPDR S&P International Dividend ETF
+0.17%
+$218.8 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.17%
+$338.2 
BNS Bank of Nova Scotia
+0.15%
+$42 
WM Waste Management, Inc.
+0.15%
+$585.31 
LNC Lincoln National Corporation
+0.15%
+$96 
IQLT iShares MSCI International Quality Factor ETF
+0.14%
+$17.17 
OHI Omega Healthcare Investors Inc.
+0.12%
+$5.5 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.12%
+$543.75 
XLF Financial Select Sector SPDR Fund
+0.12%
+$2,651.16 
VTV Vanguard Value ETF
+0.12%
+$2,630.16 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.12%
+$570.37 
OGN Organon & Co.
+0.11%
+$0.57 
NKE Nike, Inc. - Class B
+0.11%
+$247.36 
SCHC Schwab International Small-Cap Equity ETF
+0.1%
+$40.3 
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF
+0.1%
+$510 
ZTWO F/M Investments 2-Year Investment Grade Corporate Bond ETF
+0.1%
+$510 
DIS The Walt Disney Company
+0.1%
+$683.1 
RWR SPDR Dow Jones REIT ETF
+0.1%
+$7.87 
FLBL Franklin Senior Loan ETF
+0.09%
+$1.3 
IMCV iShares Morningstar Mid-Cap ETF
+0.09%
+$17.43 
CHD Church & Dwight Co., Inc.
+0.09%
+$204.75 
AMGN Amgen Inc.
+0.09%
+$1,275.36 
ASML ASML Holding N.V. New York Registry Shares
+0.08%
+$21.6 
VNQ Vanguard Real Estate ETF
+0.08%
+$771.47 
CM Canadian Imperial Bank of Commerce
+0.08%
+$34 
XLRE The Real Estate Select Sector SPDR Fund
+0.07%
+$11.7 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$230.1 
BMY Bristol-Myers Squibb Company
+0.07%
+$168.84 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$230.1 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.07%
+$128.03 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.06%
+$564.81 
PHM PulteGroup Inc.
+0.06%
+$8.4 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$3,395.85 
DCRE DoubleLine Commercial Real Estate ETF
+0.06%
+$1.84 
KRE SPDR S&P Regional Banking ETF
+0.06%
+$84.8 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$4,551.53 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$250.43 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$8.4 
RPV Invesco S&P 500 Pure Value ETF
+0.05%
+$15 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.05%
+$135.9 
IVLU iShares MSCI International Value Factor ETF
+0.05%
+$15 
MCD McDonald's Corporation
+0.04%
+$721.17 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$376.21 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$356.93 
NBTB NBT Bancorp Inc.
+0.04%
+$14.04 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$2,029.5 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$299.44 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.04%
+$318.75 
SHV iShares Short Treasury Bond ETF
+0.04%
+$422.84 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$446.75 
RWO SPDR Dow Jones Global Real Estate ETF
+0.03%
+$4.98 
UTWO U.S. Treasury 2-Year Note ETF
+0.03%
+$60.37 
CAT Caterpillar Inc.
+0.03%
+$247.7 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
+0.03%
+$15.12 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.03%
+$54.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$381.45 
CP Canadian Pacific Kansas City Limited
+0.03%
+$31.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$0.57 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$89.83 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$308.24 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.02%
+$43.25 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$1,059.53 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$1,000.77 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$134 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.02%
+$109 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$59.95 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$13.55 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$1,420.16 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$2.02 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$3,942.64 
PYPL PayPal Holdings Inc
+0.01%
+$18.5 
COWZ Pacer US Cash Cows 100 ETF
+0.01%
+$4.63 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$0.44 
ELV Elevance Health, Inc.
0%
+$0.58 
PEY Invesco High Yield Equity Dividend Achievers ETF
0%
+$2.35 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSQ Townsquare Media Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
0%
$0 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
IBTL iShares iBonds Dec 2031 Term Fund
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
GPAIX Grant Park Multi Alternative Strategies Fund Class I
0%
$0 
VCRRX Versus Capital Real Assets Fund LLC
0%
$0 
NICHX Variant Alternative Income Fund LP
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
WSO-B Watsco, Inc.
0%
$0 PCMM
PCMM
0%
$0 7846
78463X103
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 
NBIS Nebius Group N.V.
-10.53%
-$277.69 
CLSK CleanSpark, Inc.
-8.93%
-$167 
PANW Palo Alto Networks, Inc.
-7.87%
-$2,475.2 
CRWD CrowdStrike Holdings, Inc.
-7.49%
-$3,441.34 
PLTR Palantir Technologies Inc.
-7.28%
-$4,201.92 
ZS Zscaler Inc.
-7.19%
-$3,171.36 
ARAY Accuray Incorporated
-6.67%
-$17.4 
FLEX Flex Ltd.
-6.58%
-$810 
RKLB Rocket Lab Corporation
-6.57%
-$2,904 
XTIA XTI Aerospace Inc.
-6.4%
-$76.8 
HPE Hewlett Packard Enterprise Company
-6.19%
-$726 
STCE Schwab Crypto Thematic ETF
-6.11%
-$529.62 
COHR Coherent Corp.
-5.8%
-$11,628.01 
QUBT Quantum Computing Inc.
-5.78%
-$4.74 
PENG Penguin Solutions, Inc.
-5.5%
-$5,448 
MNKD MannKind Corporation
-5.17%
-$436.92 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.98%
-$2,863.41 
NOW ServiceNow, Inc.
-4.96%
-$420.09 
ARM Arm Holdings plc American Depositary Receipt
-4.88%
-$417.9 
IBRX ImmunityBio, Inc.
-4.7%
-$846 
AMD Advanced Micro Devices, Inc.
-4.65%
-$91,263.43 
ALGT Allegiant Travel Company
-4.59%
-$872.1 
INTC Intel Corporation
-4.57%
-$28,627.76 
CSIQ Canadian Solar Inc.
-4.54%
-$240 
SHOP Shopify Inc.
-4.41%
-$7,850 
TSEM Tower Semiconductor Ltd.
-4.32%
-$23,400.6 
ARKK ARK Innovation ETF Fund
-4.25%
-$218.4 
ARKW ARK Next Generation Internet ETF
-4.14%
-$2,684 
ORCL Oracle Corporation
-4.08%
-$50,235.16 
ACRV Acrivon Therapeutics Inc.
-3.98%
-$73.08 
MU Micron Technology, Inc.
-3.93%
-$36,815.92 
FXL First Trust Technology AlphaDEX Fund
-3.87%
-$5,916.6 
USAR USA Rare Earth, Inc.
-3.52%
-$78 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.46%
-$6,765.78 
FDN First Trust Dow Jones Internet Index Fund
-3.46%
-$3,616.96 
AVGO Broadcom Inc.
-3.44%
-$22,427.24 
XBI SPDR S&P Biotech ETF
-3.38%
-$303.6 
GLW Corning Incorporated
-3.35%
-$100,586.53 
FUN Six Flags Entertainment Corporation
-3.33%
-$28.5 
LRCX Lam Research Corporation
-3.32%
-$331.56 
META Meta Platforms Inc Class A
-3.3%
-$35,123.3 
FFIV F5 Inc.
-3.29%
-$2,250 
RAL Ralliant Corporation
-3.17%
-$165.68 
ARGX argenx SE American Depositary Receipt
-3.14%
-$24,814.9 
AMAT Applied Materials, Inc.
-3%
-$2,207.61 
AIQ Global X Artificial Intelligence & Technology ETF
-2.94%
-$1,036.75 
KLAC KLA Corporation
-2.87%
-$150.15 
NFLX Netflix, Inc.
-2.83%
-$3,370.2 
XSD SPDR S&P Semiconductor ETF
-2.83%
-$682.5 
SOXX iShares Semiconductor ETF
-2.83%
-$2,182.5 
UFOX Defiance Connective Technologies ETF
-2.82%
-$2,856.25 
QTUM Defiance Quantum ETF
-2.8%
-$199 
CRM Salesforce Inc
-2.71%
-$1,812.99 
AMKR Amkor Technology Inc.
-2.7%
-$773.5 
BRKR Bruker Corporation
-2.64%
-$35.88 
TSLA Tesla, Inc.
-2.63%
-$5,432.1 
CAR Avis Budget Group, Inc.
-2.62%
-$287 
NXT Nextracker Inc.
-2.61%
-$45.78 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.61%
-$634.2 
ADBE Adobe Inc.
-2.57%
-$20,580.05 
HPQ HP Inc.
-2.56%
-$158 
FSLR First Solar, Inc.
-2.55%
-$1,369.17 
ADSK Autodesk, Inc.
-2.54%
-$386.57 
RPG Invesco S&P 500 Pure Growth ETF
-2.52%
-$33.96 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.5%
-$797.15 
XLK State Street Technology Select Sector SPDR ETF
-2.48%
-$277,033.61 
SOLV Solventum Corporation
-2.47%
-$1,030.75 
EBAY eBay Inc.
-2.46%
-$10,583.79 
VITL Vital Farms Inc.
-2.46%
-$10.5 
IBB iShares Biotechnology ETF
-2.43%
-$1,663.2 
VGT Vanguard Information Technology ETF
-2.4%
-$22,085.28 
FTC First Trust Large Cap Growth Fund
-2.39%
-$1,891.94 
IWP iShares Russell Mid-Cap Growth ETF
-2.36%
-$305.03 
VBK Vanguard Small-Cap Growth ETF
-2.34%
-$3,595.3 
SCHW Charles Schwab Corporation
-2.32%
-$2,667.89 
VRT Vertiv Holdings Co
-2.32%
-$657.36 
MSFT Microsoft Corp.
-2.31%
-$363,209.2 
INTU Intuit Inc.
-2.24%
-$2,701 
LBTYK Liberty Global plc
-2.22%
-$157.5 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-2.21%
-$235.2 
WAT Waters Corporation
-2.12%
-$47 
QQQM Invesco NASDAQ 100 ETF
-2.1%
-$945 
ECG Everus Construction Group, Inc.
-2.1%
-$454.93 
CSCO Cisco Systems, Inc.
-2.1%
-$50,869.04 
GOOGL Alphabet Inc
-2.09%
-$173,700.22 
IVZ Invesco Ltd.
-2.07%
-$788.37 
ROBO ROBO Global Robotics & Automation Index ETF
-2.06%
-$843.75 
SPCX Space Exploration Technologies Corp. Class A
-2.05%
-$1,067.5 
QQQ Invesco QQQ Trust, Series 1
-2.05%
-$156,442.18 
EL The Estée Lauder Companies Inc. Class A
-2.03%
-$109 
CRL Charles River Laboratories International, Inc.
-2.03%
-$372.6 
GEO The Geo Group, Inc.
-1.96%
-$57.5 
GOOG Alphabet Inc
-1.95%
-$95,094.12 
LIT GLOBAL X LITHIUM & BATTERY T
-1.94%
-$127 
MGK Vanguard Mega Cap Growth ETF
-1.93%
-$505.52 
MPWR Monolithic Power Systems, Inc.
-1.92%
-$71.85 
ETN Eaton Corporation plc
-1.91%
-$8,258.31 
STT State Street Corp
-1.89%
-$529.39 
VOX Vanguard Communication Services ETF
-1.87%
-$49,370.06 
HYDR Global X Hydrogen ETF
-1.87%
-$142 
IWF iShares Russell 1000 Growth ETF
-1.87%
-$2,719.04 
VUG Vanguard Growth ETF
-1.82%
-$693,481.98 
VONG Vanguard Russell 1000 Growth Fund
-1.81%
-$4,558.23 
TYL Tyler Technologies Inc.
-1.78%
-$90.86 
AMZN Amazon.com Inc
-1.78%
-$98,676.85 
Q Qnity Electronics Inc.
-1.77%
-$784.66 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.75%
-$211 
UBER Uber Technologies, Inc.
-1.71%
-$854 
BX Blackstone Inc.
-1.7%
-$1,067.64 
HL Hecla Mining Company
-1.7%
-$132.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.68%
-$468.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$5,664.3 
XLC Communication Services Select Sector SPDR Fund
-1.65%
-$8,351.4 
LW Lamb Weston Holdings, Inc.
-1.65%
-$193.32 
QCOM QUALCOMM Incorporated
-1.65%
-$39,094.07 
KEYS Keysight Technologies, Inc.
-1.64%
-$50.58 
XT iShares Future Exponential Technologies ETF
-1.64%
-$4,617.8 
DE Deere & Company
-1.63%
-$35,695.54 
VEEV Veeva Systems Inc.
-1.63%
-$122.4 
EXPE Expedia Group, Inc.
-1.62%
-$84.96 
BAX Baxter International Inc.
-1.61%
-$140.27 
IBIT iShares Bitcoin Trust
-1.61%
-$69.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.61%
-$3,079.11 
IUSG iShares Core S&P U.S. Growth ETF
-1.57%
-$437.76 
TMFC Motley Fool 100 Index ETF
-1.53%
-$43.23 
LH Labcorp Holdings Inc.
-1.53%
-$1,145.4 
IWM iShares Russell 2000 ETF
-1.51%
-$71,668.26 
DRIV Global X Autonomous & Electric Vehicles ETF
-1.51%
-$822.5 
ITT Itt Inc.
-1.5%
-$4,831.99 
STM STMicroelectronics N.V.
-1.5%
-$1,638 
FIX Comfort Systems USA, Inc.
-1.49%
-$951.16 
BDX Becton, Dickinson and Company
-1.48%
-$122.98 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.47%
-$17.28 
SRRK Scholar Rock Holding Corporation
-1.46%
-$178.5 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.45%
-$158.74 
VRTX Vertex Pharmaceuticals Incorporated
-1.43%
-$87.48 
GPK Graphic Packaging Holding Company
-1.43%
-$145.62 
FXH First Trust Health Care AlphaDEX Fund
-1.39%
-$660.11 
FV First Trust Dorsey Wright Focus 5 ETF
-1.39%
-$465.56 
TGT Target Corporation
-1.39%
-$7,154.49 
BITO ProShares Bitcoin ETF
-1.35%
-$30.71 
QUIK QuickLogic Corporation
-1.33%
-$187.5 
UNH UnitedHealth Group Incorporated
-1.33%
-$12,203.49 
GSC Goldman Sachs Small Cap Core Equity ETF
-1.32%
-$7.29 
FDS FactSet Research Systems Inc.
-1.3%
-$137.55 
USA Liberty All Star Equity Fund
-1.25%
-$535.65 
VB Vanguard Small-Cap ETF
-1.24%
-$1,420.86 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
-1.24%
-$114 
VWO Vanguard FTSE Emerging Markets ETF
-1.21%
-$915.19 
IBM International Business Machines Corporation
-1.16%
-$3,398.26 
OEF iShares S&P 100 ETF
-1.16%
-$146.85 
GS The Goldman Sachs Group, Inc.
-1.13%
-$6,713.04 
XLG Invesco S&P 500 Top 50 ETF
-1.12%
-$1,251.25 
TMO Thermo Fisher Scientific Inc.
-1.11%
-$5,619.7 
MSCI MSCI Inc.
-1.07%
-$30.7 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.07%
-$309.6 
MGC Vanguard Mega Cap ETF
-1.05%
-$69,445.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.05%
-$1,036.64 
EMR Emerson Electric Co.
-1.04%
-$12,757.84 
APUE ActivePassive U.S. Equity ETF
-1.03%
-$317.52 
IWR iShares Russell Mid-Cap ETF
-1.03%
-$545.62 
SCHX Schwab U.S. Large-Cap ETF
-1.02%
-$1,770.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.01%
-$111,002.88 
DFUS Dimensional U.S. Equity Market ETF
-0.99%
-$863.39 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.99%
-$87.6 
SHW The Sherwin-Williams Company
-0.98%
-$5,693.8 
IJH iShares Core S&P Mid-Cap ETF
-0.97%
-$10,072.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.97%
-$1.04M 
IWB iShares Russell 1000 ETF
-0.95%
-$9,905.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.95%
-$495.67 
SCHK Schwab 1000 Index ETF
-0.94%
-$289.1 
MDT Medtronic plc
-0.94%
-$6,908.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.94%
-$13.9 
AZN AstraZeneca PLC American Depositary Shares
-0.94%
-$652.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.94%
-$132.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.93%
-$1,937.49 
VOO Vanguard S&P 500 ETF
-0.93%
-$21,502.3 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$6,894.83 
IVV iShares Core S&P 500 ETF
-0.93%
-$6,184.82 
CSGP CoStar Group, Inc.
-0.92%
-$29.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.92%
-$187,038.85 
SPY SPDR S&P 500 ETF Trust
-0.92%
-$71,482.02 
MDY SPDR S&P MidCap 400 ETF Trust
-0.91%
-$34,937.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.91%
-$221,280.77 
ECL Ecolab Inc.
-0.91%
-$662.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.9%
-$20,475.48 
FELC Fidelity Enhanced Large Cap Core ETF
-0.88%
-$41.58 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.86%
-$12.16 
RCL Royal Caribbean Group
-0.84%
-$821.28 
VT Vanguard Total World Stock ETF
-0.82%
-$45.5 
PFF iShares Preferred and Income Securities ETF
-0.79%
-$23,186.3 
IWN iShares Russell 2000 Value ETF
-0.77%
-$163 
URI United Rentals, Inc.
-0.75%
-$1,704.24 
PRU Prudential Financial, Inc.
-0.75%
-$404.55 
WEN The Wendy's Company
-0.75%
-$26.55 
MMM 3M Company
-0.73%
-$6,976.8 
YUM Yum! Brands, Inc.
-0.72%
-$814.23 
QUAL iShares MSCI USA Quality Factor ETF
-0.72%
-$3.28 
SYY Sysco Corporation
-0.72%
-$1,006.54 
PFFD Global X U.S. Preferred ETF
-0.72%
-$15,216.25 
SWK Stanley Black & Decker Inc.
-0.71%
-$299.64 
NVDA NVIDIA Corporation
-0.71%
-$16,619.33 
DFAW Dimensional World Equity ETF
-0.71%
-$752.67 
MOAT VanEck Morningstar Wide Moat Fund
-0.71%
-$16.48 
J Jacobs Solutions Inc.
-0.7%
-$49.5 
FDX FedEx Corporation
-0.69%
-$1,180.8 
JCI Johnson Controls International plc
-0.66%
-$92.15 
BLW BlackRock Limited Duration Income Trust
-0.64%
-$101.25 
EUSA iShares MSCI USA Equal Weighted ETF
-0.64%
-$105,205.7 
DHR Danaher Corporation
-0.64%
-$3,541.64 
BFEB Innovator U.S. Equity Buffer ETF
-0.63%
-$68.66 
VO Vanguard Mid-Cap ETF
-0.62%
-$3,172 
MS Morgan Stanley
-0.59%
-$4,175.28 
SDIV Global X SuperDividend ETF
-0.57%
-$825.52 
SRET Global X SuperDividend REIT ETF
-0.57%
-$356.16 
UPS United Parcel Service, Inc.
-0.56%
-$471.9 
BAC-PL Bank of America Corporation
-0.56%
-$165.5 
GILD Gilead Sciences Inc.
-0.56%
-$294 
VHT Vanguard Health Care ETF
-0.56%
-$366 
DD DuPont de Nemours, Inc.
-0.56%
-$179.58 
SLV iShares Silver Trust
-0.54%
-$266 
DFVX Dimensional US Large Cap Vector ETF
-0.54%
-$149.31 
VLTO Veralto Corporation
-0.54%
-$251.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$96,172.68 
GDV Gabelli Dividend & Income Trust
-0.53%
-$62.85 
IWS iShares Russell Mid-Cap Value ETF
-0.53%
-$182 
BG Bunge Global S.A.
-0.52%
-$280 
GSAT Globalstar, Inc.
-0.51%
-$69.72 
SIRI Sirius XM Holdings Inc.
-0.5%
-$6.75 
AMP Ameriprise Financial, Inc.
-0.49%
-$886.05 
RACE Ferrari N.V.
-0.47%
-$1,244.56 
VEU Vanguard FTSE All-World ex-US ETF
-0.47%
-$1,374.07 
USMV iShares MSCI USA Min Vol Factor ETF
-0.47%
-$106.87 
PJP Invesco Pharmaceuticals ETF
-0.46%
-$58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$1,752.32 
GWW W.W. Grainger, Inc.
-0.42%
-$27.78 
IXUS iShares Core International Stock ETF
-0.41%
-$6,458.4 
PKW Invesco BuyBack Achievers ETF
-0.41%
-$248 
IDMO Invesco S&P International Developed Momentum ETF
-0.41%
-$12.48 
CSX CSX Corporation
-0.4%
-$1,837.68 
BAC Bank of America Corporation
-0.4%
-$3,229.57 
UNP Union Pacific Corporation
-0.4%
-$5,087.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.38%
-$209.45 
SVAL iShares U.S. Small Cap Value Factor ETF
-0.38%
-$91.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$606.81 
NDAQ Nasdaq, Inc.
-0.37%
-$12.6 
GLD SPDR Gold Shares
-0.37%
-$424.31 
FTV Fortive Corporation
-0.36%
-$47.88 
MCO Moody's Corporation
-0.36%
-$367.5 
PAYX Paychex Inc.
-0.35%
-$2,329.86 
GLDM SPDR Gold MiniShares Trust
-0.35%
-$2,382.35 
GIS General Mills, Inc.
-0.35%
-$127.31 
CTVA Corteva Inc.
-0.35%
-$19.89 
GEHC GE HealthCare Technologies Inc.
-0.35%
-$16.66 
ABT Abbott Laboratories
-0.34%
-$2,302.2 
IAU iShares Gold Trust
-0.34%
-$364.5 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$46.8 
UDR UDR Inc.
-0.32%
-$48.84 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.32%
-$80.33 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$4.68 
SGOL abrdn Physical Gold Shares ETF
-0.32%
-$18.75 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.31%
-$24.65 
CLX The Clorox Company
-0.31%
-$39.75 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.27%
-$893 
MA Mastercard Incorporated
-0.26%
-$1,483.3 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.25%
-$69 
ILTB iShares Core 10+ Year USD Bond ETF
-0.25%
-$22.2 
PVAL Putnam Focused Large Cap Value ETF
-0.25%
-$3.37 
CVS CVS Health Corporation
-0.23%
-$1,573.15 
XLV Health Care Select Sector SPDR Fund
-0.23%
-$5,851.11 
GRDN Guardian Pharmacy Services Inc.
-0.23%
-$9,101.43 
BNDX Vanguard Total International Bond ETF
-0.22%
-$86.62 
BOE BlackRock Enhanced Global Dividend Trust
-0.22%
-$44 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$20.02 
SOLS Sollensys Corp
-0.21%
-$171.55 
APIE ActivePassive International Equity ETF
-0.21%
-$24.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$603.63 
TOL Toll Brothers Inc
-0.2%
-$9.62 
IWD iShares Russell 1000 Value ETF
-0.2%
-$654.68 
JEPI JPMorgan Equity Premium Income Fund
-0.2%
-$28.52 
WELL Welltower Inc.
-0.2%
-$12.22 
VONV Vanguard Russell 1000 Value Index Fund
-0.2%
-$124.3 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$48.12 
CC Chemours Co.
-0.19%
-$2.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.18%
-$3,760.1 
ADI Analog Devices, Inc.
-0.18%
-$141.62 
AVMU Avantis Core Municipal Fixed Income ETF
-0.17%
-$1,002.67 
PPG PPG Industries Inc.
-0.17%
-$63.18 
EUFN iShares MSCI Europe Financials ETF
-0.17%
-$9.1 
DOC Healthpeak Properties, Inc.
-0.16%
-$23.4 
TFSL TFS Financial Corp.
-0.15%
-$12.5 
IOSP Innospec Inc.
-0.15%
-$29 
PGX Invesco Preferred ETF
-0.15%
-$348.82 
AXP American Express Company
-0.15%
-$143.52 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.15%
-$18 
BSX Boston Scientific Corporation
-0.14%
-$12 
NSC Norfolk Southern Corporation
-0.14%
-$262.68 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.14%
-$324.36 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.13%
-$27.73 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.13%
-$54.74 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.13%
-$72.25 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
-0.12%
-$331.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$0.39 
BA Boeing Company
-0.12%
-$60.08 
IVE ISHARES S&P 500 VALUE ETF
-0.12%
-$65.52 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.12%
-$634.23 
ROKU Roku, Inc.
-0.12%
-$36 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$48,112.61 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$20,456.87 
PSK SPDR ICE Preferred Securities ETF
-0.11%
-$4,144.2 
MBB iShares MBS ETF
-0.1%
-$199.5 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$143.87 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$134.12 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.09%
-$1,504.1 
RPM RPM International Inc.
-0.09%
-$27 
MUB iShares National Muni Bond ETF
-0.09%
-$751.59 
VGLT Vanguard Long-Term Treasury Fund
-0.09%
-$39.15 
APMU ActivePassive Intermediate Municipal Bond ETF
-0.08%
-$8.2 
FBND Fidelity Total Bond ETF
-0.08%
-$7.87 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.08%
-$84.99 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$19,905.37 
TSCO Tractor Supply Company
-0.07%
-$4.37 
UTWY U.S. Treasury 20 Year Bond ETF
-0.07%
-$3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$118.16 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$127.3 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$4.29 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.07%
-$3 
XAR SPDR S&P Aerospace & Defense ETF
-0.07%
-$302.1 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.07%
-$0.51 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$64.5 
SBUX Starbucks Corporation
-0.06%
-$194.22 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$36.9 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$63.72 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.06%
-$158.25 
RSG Republic Services, Inc.
-0.06%
-$3.38 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$330.12 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.05%
-$208.6 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$180.65 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$228.75 
GBND Goldman Sachs Core Bond ETF
-0.04%
-$0.26 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$80.42 
IEFA iShares Core MSCI EAFE ETF
-0.03%
-$13.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$43.06 
IUSV iShares Core S&P U.S. Value ETF
-0.03%
-$5.4 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.02%
-$5.5 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$895.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$125.65 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$74.64 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$374.55 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.01%
-$23.34 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$12.84 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$4.35 
DLR Digital Realty Trust, Inc.
-0.01%
-$4.7 Events
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Dividends
Dividend Analysis
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| Trades 2172 | Longs Won 1374/2172 63% | Profit Factor 12.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $568,550.42 |
| Average Win $95,689.23 | Best Trade (Oct 15) $20.97M | Sharpe Ratio -10.55 |
| Average Loss -$13,173.76 | Worst Trade (Oct 15) -$672,807.76 | Z-Score 2.07 (96.17%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $55,692.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7846 78463X103 | 500 | $19,920 | $22,005 | - | $2,085 | 10.47% | 0.0 |
| AAPL Apple Inc. | 70,608 | $17.68M | $24.23M | - | $6.55M | 37.05% | +0.351% |
| ABBV AbbVie Inc. | 8,457 | $1.5M | $2.41M | - | $909,381.13 | 60.51% | +0.646% |
| ABT Abbott Laboratories | 6,395 | $727,724.18 | $667,126.4 | - | -$60,597.78 | -8.33% | -0.344% |
| ACIC American Coastal Insurance Corp. | 189,075 | $2.19M | $2.1M | - | -$90,756.25 | -4.15% | +1.279% |
| ACRV Acrivon Therapeutics Inc. | 1,044 | $1,858 | $1,764.36 | - | -$93.64 | -5.04% | -3.977% |
| ADBE Adobe Inc. | 3,187 | $1.42M | $781,492.24 | - | -$635,703.01 | -44.86% | -2.566% |
| ADI Analog Devices, Inc. | 194 | $41,217.09 | $78,224.68 | - | $37,007.59 | 89.79% | -0.181% |
| ADM Archer-Daniels-Midland Co | 600 | $30,312 | $49,923 | - | $19,611 | 64.7% | +0.332% |
| ADP Automatic Data Processing Inc. | 714 | $209,009 | $204,439.62 | - | -$4,569.38 | -2.19% | +0.238% |
| ADSK Autodesk, Inc. | 62 | $18,325 | $14,813.35 | - | -$3,511.65 | -19.16% | -2.543% |
| AEE Ameren Corporation | 1,728 | $154,745.11 | $182,632.32 | - | $27,887.21 | 18.02% | +1.86% |
| AEG Aegon N.V. | 558 | $4,051 | $4,642.56 | - | $591.56 | 14.6% | +0.605% |
| AEP American Electric Power Company, Inc. | 813 | $78,984.03 | $102,925.8 | - | $23,941.77 | 30.31% | +1.859% |
| AFL Aflac Inc. | 6,309 | $652,603.17 | $750,203.19 | - | $97,600.02 | 14.96% | +0.729% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,688 | $164,092.96 | $160,933.92 | - | -$3,159.04 | -1.93% | -0.073% |
| AIG American International Group Inc. | 227 | $16,526 | $18,166.81 | - | $1,640.81 | 9.93% | +1.15% |
| AIQ Global X Artificial Intelligence & Technology ETF | 550 | $27,164.68 | $34,212.75 | - | $7,048.07 | 25.95% | -2.941% |
| ALGT Allegiant Travel Company | 270 | $25,412 | $18,135.9 | - | -$7,276.1 | -28.63% | -4.588% |
| ALL Allstate Corporation | 1,617 | $312,083.83 | $392,445.9 | - | $80,362.07 | 25.75% | +1.294% |
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FAQ
Which stocks have generated the highest profits for Bradley Wilson?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.65M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.75M, Vanguard Intermediate-Term Corporate Bond Fund - $1.52M, Vanguard High Dividend Yield ETF - $1.52M, and SPDR Portfolio S&P 600 Small Cap ETF - $1.5M. 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: The Trade Desk, Inc. Class A - $226,401.28, Adobe Inc - $135,590.18, Fiserv, Inc - $58,920.35, The Clorox Company - $57,001.87, and Intuit Inc - $53,785.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradley Wilson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.5M earned over time. The largest contributors to dividend income include iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.65M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.75M, Vanguard Intermediate-Term Corporate Bond Fund - $1.52M, Vanguard High Dividend Yield ETF - $1.48M, and Vanguard Dividend Appreciation ETF - $994,663.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley Wilson's monthly returns?
Bradley Wilson'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 Bradley Wilson's strategy be considered aggressive or moderate?
Bradley Wilson'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 Bradley Wilson's strategy?
Bradley Wilson'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.
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