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:
0.29%
Gain -16.51%
Monthly
0.02%
Yearly
0.19%
Drawdown
16.67%
$758.84M
Equity
Holdings
$758.84M
Investment
$642.09M
$118.53M
Profit +$56,604.67
Realized
$1.78M
Unrealized
$116.75M
Dividends
$20.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-16.51%
Profit
$56,604.67
Win %
69%
This Week
Compared To Last Week
Gain
0.23%
Profit
$1.77M
Win %
69%
This Month
Compared to last month
Gain
0.44%
Profit
$3.29M
Win %
69%
This Year
Compared to last year
Gain
10.14%
Profit
$69.89M
Win %
69%
ABT Abbott Laboratories
+10.71%
+$61,709.8 
78463X103
+10.47%
+$2,085 
MCK McKesson Corporation
+5.65%
+$2,607.68 
ACN Accenture plc Class A
+5.54%
+$341.55 
BAX Baxter International Inc.
+5.42%
+$405.6 
PM Philip Morris International Inc.
+4.95%
+$29,603.84 
SYK Stryker Corporation
+4.66%
+$2,317.32 
SJM The J.M. Smucker Company
+4.54%
+$990 
AHR American Healthcare REIT, Inc.
+4.43%
+$292.8 
PAYX Paychex Inc.
+4.27%
+$29,722.8 
SOLV Solventum Corporation
+4.25%
+$1,581.75 
ABBV AbbVie Inc.
+4.21%
+$87,164.12 
NKE Nike, Inc. - Class B
+4.21%
+$11,241 
ZBH Zimmer Biomet Holdings, Inc.
+4%
+$447.64 
AWK American Water Works Company, Inc.
+3.96%
+$1,054.72 
GEHC GE HealthCare Technologies Inc.
+3.96%
+$170 
MKC McCormick & Company, Incorporated
+3.89%
+$594 
OTIS Otis Worldwide Corporation
+3.88%
+$753.2 
ADSK Autodesk, Inc.
+3.87%
+$500.96 
GPC Genuine Parts Company
+3.85%
+$5,475.5 
UNP Union Pacific Corporation
+3.83%
+$50,179.27 
SWK Stanley Black & Decker Inc.
+3.81%
+$1,520.9 
AON Aon plc
+3.8%
+$175.24 
ADP Automatic Data Processing Inc.
+3.67%
+$6,490.26 
BSX Boston Scientific Corporation
+3.67%
+$1,659 
LH Labcorp Holdings Inc.
+3.66%
+$2,507.4 
KR Kroger Co.
+3.62%
+$1,295.6 
MO Altria Group, Inc.
+3.56%
+$7,617.85 
VLTO Veralto Corporation
+3.53%
+$1,502.28 
GILD Gilead Sciences Inc.
+3.49%
+$1,784.8 
APPN Appian Corporation
+3.47%
+$264 
ISRG Intuitive Surgical, Inc.
+3.44%
+$9,458.88 
BDX Becton, Dickinson and Company
+3.26%
+$217.15 
XYL Xylem Inc.
+3.19%
+$5,123.88 
COST Costco Wholesale Corporation
+3.17%
+$51,528.29 
SBUX Starbucks Corporation
+3.1%
+$10,878.62 
INGR Ingredion Inc.
+3.1%
+$531.11 
MA Mastercard Incorporated
+3.05%
+$15,595.13 
IOSP Innospec Inc.
+2.94%
+$488 
PPG PPG Industries Inc.
+2.92%
+$1,182.87 
RF Regions Financial Corporation
+2.92%
+$322 
RWR SPDR Dow Jones REIT ETF
+2.92%
+$250.5 
SPG Simon Property Group, Inc.
+2.92%
+$162 
ORI Old Republic International Corp.
+2.9%
+$1,305.72 
SPGI S&P Global Inc.
+2.9%
+$90.3 
FAST Fastenal Co.
+2.89%
+$2,685.5 
MCO Moody's Corporation
+2.89%
+$3,057.6 
KRE SPDR S&P Regional Banking ETF
+2.82%
+$4,740.1 
PRU Prudential Financial, Inc.
+2.79%
+$2,060.82 
FISV Fiserv, Inc.
+2.7%
+$20.4 
CP Canadian Pacific Kansas City Limited
+2.7%
+$3,050 
PSX Phillips 66
+2.63%
+$1,470.6 
TRV The Travelers Companies, Inc.
+2.62%
+$8,750.82 
HSY The Hershey Company
+2.61%
+$17.8 
CMCSA Comcast Corp
+2.6%
+$2,921.9 
HDV iShares Core High Dividend ETF
+2.57%
+$64,457.35 
T AT&T Inc.
+2.57%
+$16,210.15 
MSCI MSCI Inc.
+2.49%
+$77.35 
DOV Dover Corporation
+2.47%
+$29,384.31 
MNST Monster Beverage Corporation
+2.43%
+$12,802.74 
HBAN Huntington Bancshares Incorporated
+2.43%
+$1,562 
PG Procter & Gamble Co
+2.33%
+$38,084.52 
CASY Casey's General Stores Inc.
+2.29%
+$8,848.35 
WY Weyerhaeuser Company
+2.26%
+$460.08 
LNC Lincoln National Corporation
+2.25%
+$1,598.96 
GWW W.W. Grainger, Inc.
+2.23%
+$152.95 
OGS One Gas Inc.
+2.23%
+$870 
OKE ONEOK, Inc.
+2.16%
+$6,502.97 
WMT Walmart Inc.
+2.15%
+$38,054.5 
EMR Emerson Electric Co.
+2.08%
+$21,657.99 
REET iShares Global REIT ETF
+1.97%
+$47.85 
KEY KeyCorp
+1.96%
+$1,364.36 
HD The Home Depot, Inc.
+1.93%
+$46,092.9 
SNBR Sleep Number Corporation
+1.92%
+$0.15 
ED Consolidated Edison, Inc.
+1.89%
+$2,023.84 
SYY Sysco Corporation
+1.88%
+$2,486.72 
PPL PPL Corporation
+1.88%
+$97.15 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$1,897.4 
SIRI Sirius XM Holdings Inc.
+1.86%
+$28.5 
CB Chubb Limited
+1.85%
+$1,865.48 
SHW The Sherwin-Williams Company
+1.76%
+$10,032.73 
AAPL Apple Inc.
+1.76%
+$410,716.8 
TOL Toll Brothers Inc
+1.71%
+$91.7 
AFL Aflac Inc.
+1.66%
+$12,681.08 
HPQ HP Inc.
+1.64%
+$78 
MET MetLife Inc.
+1.63%
+$1,965 
TM Toyota Motor Corporation
+1.6%
+$579.36 
USB U.S. Bancorp
+1.59%
+$3,014.01 
SO The Southern Company
+1.55%
+$6,409.2 
FDX FedEx Corporation
+1.52%
+$2,753.27 
BX Blackstone Inc.
+1.51%
+$1,102.08 
COF Capital One Financial Corporation
+1.46%
+$13,789.44 
CNP CenterPoint Energy Inc.
+1.45%
+$5,256.36 
TGT Target Corporation
+1.39%
+$6,368.67 
ICE Intercontinental Exchange, Inc.
+1.37%
+$32,611.2 
LIN Linde plc
+1.28%
+$1,238.92 
CVX Chevron Corporation
+1.26%
+$26,082.99 
DGRO iShares Core Dividend Growth ETF
+1.25%
+$119,723.52 
APD Air Products and Chemicals, Inc.
+1.23%
+$2,786.4 
JNJ Johnson & Johnson
+1.19%
+$36,302.65 
LULU lululemon athletica inc.
+1.17%
+$68.5 
LLY Eli Lilly and Company
+1.08%
+$73,020.42 
USMV iShares MSCI USA Min Vol Factor ETF
+1.08%
+$436.8 
D Dominion Energy, Inc.
+1.01%
+$1,625.04 
BRKR Bruker Corporation
+1.01%
+$14.16 
ALL Allstate Corporation
+0.99%
+$3,848.46 
FE FirstEnergy Corp.
+0.97%
+$626.51 
DTM Dt Midstream Inc.
+0.96%
+$746.21 
XEL Xcel Energy Inc.
+0.92%
+$367.92 
NFLX Netflix, Inc.
+0.91%
+$1,232.8 
AXP American Express Company
+0.87%
+$976.56 
CARR Carrier Global Corporation
+0.87%
+$13,538.4 
GD General Dynamics Corporation
+0.87%
+$848.54 
WSO-B Watsco, Inc.
+0.86%
+$2,145 
DAL Delta Air Lines, Inc.
+0.86%
+$370 
ADM Archer-Daniels-Midland Co
+0.85%
+$420 
SDIV Global X SuperDividend ETF
+0.81%
+$1,223 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$5,293 
WFC Wells Fargo & Company
+0.64%
+$1,249.36 
RCL Royal Caribbean Group
+0.61%
+$619.44 
ITT Itt Inc.
+0.61%
+$1,888 
AZN AstraZeneca PLC American Depositary Shares
+0.55%
+$414 
SHEL Shell plc
+0.52%
+$689.92 
PLTR Palantir Technologies Inc.
+0.51%
+$129.2 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$4,431.24 
AEP American Electric Power Company, Inc.
+0.47%
+$512.19 
WMB The Williams Companies, Inc.
+0.47%
+$556.5 
CME CME Group Inc.
+0.45%
+$6,794.03 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$1,188.61 
SRE Sempra
+0.4%
+$111 
XLF Financial Select Sector SPDR Fund
+0.34%
+$7,886.33 
VB Vanguard Small-Cap ETF
+0.31%
+$339.48 
EA Electronic Arts Inc.
+0.28%
+$62.7 
VO Vanguard Mid-Cap ETF
+0.2%
+$986.88 
MDU MDU Resources Group, Inc.
+0.19%
+$31.08 
GM General Motors Company
+0.1%
+$39.36 
BG Bunge Global S.A.
+0.1%
+$55 
WBD Warner Bros. Discovery, Inc.
+0.07%
+$33.26 
F Ford Motor Company
+0.07%
+$35.7 
DLS WisdomTree International SmallCap Dividend Fund
+0.06%
+$61 
IGE iShares North American Natural Resources ETF
+0.05%
+$21.6 
XLI Industrial Select Sector SPDR Fund
+0.05%
+$1,129.53 
WDIV SPDR S&P Global Dividend ETF
+0.05%
+$73.6 
AMTM Amentum Holdings, Inc.
+0.05%
+$1 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,225.25 
ORCL Oracle Corporation
+0.03%
+$439.6 
DG Dollar General Corporation
+0.03%
+$2.56 
FDN First Trust Dow Jones Internet Index Fund
+0.03%
+$32.04 
CAG Conagra Brands Inc.
+0.03%
+$2.66 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.02%
+$47.3 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.02%
+$188.1 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$2.8 
PSK SPDR ICE Preferred Securities ETF
+0.02%
+$690.25 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
+0.01%
+$7.5 
SCHW Charles Schwab Corporation
+0.01%
+$11.75 
DHS WisdomTree U.S. High Dividend Fund
+0.01%
+$4.69 
FV First Trust Dorsey Wright Focus 5 ETF
+0.01%
+$2.26 
DFVX Dimensional US Large Cap Vector ETF
0%
+$0.98 
IMCV iShares Morningstar Mid-Cap ETF
0%
+$0.45 
PKW Invesco BuyBack Achievers ETF
0%
+$1.16 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
0%
+$1.71 
ACIC American Coastal Insurance Corp.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AEG Aegon N.V.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIG American International Group Inc.
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
ALC Alcon Inc.
0%
$0 
ALGT Allegiant Travel Company
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.05 
AMGN Amgen Inc.
0%
-$0.03 
AMKR Amkor Technology Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AQN Algonquin Power & Utilities Corp.
0%
$0 
AR Antero Resources Corporation
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
+$0.01 
ARKG ARK Genomic Revolution ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
ARKQ Ark Autonomous Technology & Robotics ETF
0%
$0 
ARKW ARK Next Generation Internet ETF
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASB Associated Banc-Corp
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AZO AutoZone Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAC-PL Bank of America Corporation
0%
$0 
BCE BCE Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BITO ProShares Bitcoin ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BLK BlackRock, Inc.
0%
-$0.03 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BLW BlackRock Limited Duration Income Trust
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
-$0.03 
BOE BlackRock Enhanced Global Dividend Trust
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
0%
$0 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
0%
+$0.01 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
0%
-$0.91 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BURL Burlington Stores Inc.
0%
$0 
BYLD iShares Yield Optimized Bond ETF
0%
$0 
C Citigroup Inc.
0%
$0 
CANE Teucrium Sugar Fund
0%
$0 
CAR Avis Budget Group, Inc.
0%
$0 
CC Chemours Co.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLH Clean Harbors Inc.
0%
$0 
CLSK CleanSpark, Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
COHR Coherent Corp.
0%
$0 
COP ConocoPhillips
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CRH CRH plc
0%
$0 
CRL Charles River Laboratories International, Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DE Deere & Company
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DHR Danaher Corporation
0%
+$0.02 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DIS The Walt Disney Company
0%
$0 
DIV Global X SuperDividend U.S. ETF
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DRIV Global X Autonomous & Electric Vehicles ETF
0%
$0 
DTE DTE Energy Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EBAY eBay Inc.
0%
$0 
ECG Everus Construction Group, Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EIX Edison International
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENSG The Ensign Group, Inc.
0%
$0 
ENVA Enova International Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
EQT EQT Corporation
0%
$0 
ES Eversource Energy
0%
$0 
ETR Entergy Corporation
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
EUSA iShares MSCI USA Equal Weighted ETF
0%
-$0.29 
EXC Exelon Corporation
0%
$0 
EXEL Exelixis Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
FELC Fidelity Enhanced Large Cap Core ETF
0%
$0 
FFIV F5 Inc.
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FLBL Franklin Senior Loan ETF
0%
$0 
FLEX Flex Ltd.
0%
$0 
FLO Flowers Foods, Inc.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FSS Federal Signal Corp.
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
$0 
FTV Fortive Corporation
0%
$0 
FUN Six Flags Entertainment Corporation
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
FXL First Trust Technology AlphaDEX Fund
0%
$0 
FXO First Trust Financials AlphaDEX Fund
0%
$0 
GDV Gabelli Dividend & Income Trust
0%
$0 
GE General Electric Company
0%
$0 
GEO The Geo Group, Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOOG Alphabet Inc
0%
+$0.14 
GPK Graphic Packaging Holding Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.04 
GSAT Globalstar, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
0%
$0 
HL Hecla Mining Company
0%
$0 
HON Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
HYDR Global X Hydrogen ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
+$0.18 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
0%
-$0.01 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBMO iShares iBonds Dec 2026 Term ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
$0 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 
IBRX ImmunityBio, Inc.
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
IBTK iShares iBonds Dec 2030 Treasury ETF
0%
$0 
IBTL iShares iBonds Dec 2031 Term Fund
0%
$0 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVZ Invesco Ltd.
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXC iShares Global Energy ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JKHY Jack Henry & Associates, Inc.
0%
$0 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KIE SPDR S&P Insurance ETF
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KNF Knife River Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LBTYK Liberty Global plc
0%
$0 
LEN Lennar Corporation
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LW Lamb Weston Holdings, Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.06 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MGC Vanguard Mega Cap ETF
0%
-$0.2 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MMM 3M Company
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRP Millrose Properties Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MTW Manitowoc Company Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NANR SPDR S&P North American Natural Resources ETF
0%
$0 
NBTB NBT Bancorp Inc.
0%
$0 
NCZ
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
+$0.03 
NEM Newmont Corporation
0%
$0 
NICHX Variant Alternative Income Fund LP
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
NVMI Nova Ltd.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
OGN Organon & Co.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OLN Olin Corporation
0%
$0 
OR OR ROYALTIES INC COMMON STOCK
0%
$0 
OTTR Otter Tail Corporation
0%
$0 
PCMM
0%
$0 
PENG Penguin Solutions, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PEY Invesco High Yield Equity Dividend Achievers ETF
0%
$0 
PFE Pfizer Inc.
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PGR Progressive Corporation
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PJP Invesco Pharmaceuticals ETF
0%
$0 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QS QuantumScape Corp
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
QUBT Quantum Computing Inc.
0%
$0 
QUIK QuickLogic Corporation
0%
$0 
RACE Ferrari N.V.
0%
+$0.01 
RAL Ralliant Corporation
0%
$0 
RDIV Invesco S&P Ultra Dividend Revenue ETF
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
RMBS Rambus Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROKU Roku, Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
RPV Invesco S&P 500 Pure Value ETF
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SGU Star Group L.P.
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
0%
-$0.01 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SRET Global X SuperDividend REIT ETF
0%
$0 
SRRK Scholar Rock Holding Corporation
0%
$0 
STCE Schwab Crypto Thematic ETF
0%
$0 
STEP StepStone Group Inc.
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
STNE StoneCo Ltd.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SVAL iShares U.S. Small Cap Value Factor ETF
0%
$0 
SWX Southwest Gas Holdings Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
0%
$0 
TFSL TFS Financial Corp.
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TKO Tko Group Holdings Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSEM Tower Semiconductor Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.02 
TSQ Townsquare Media Inc.
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TY Tri-Continental Corporation
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UDR UDR Inc.
0%
$0 
UFOX Defiance Connective Technologies ETF
0%
+$0.12 
ULS Ul Solutions Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URBN Urban Outfitters Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
USAR USA Rare Earth, Inc.
0%
$0 
UTWO U.S. Treasury 2-Year Note ETF
0%
+$0.01 
V Visa Inc. Class A
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCLT Vanguard Long-Term Corporate Bond Fund
0%
$0 
VCMIX Versus Capital Multi-Manager Real Estate Income Fund LLC
0%
$0 
VCRRX Versus Capital Real Assets Fund LLC
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIK Viking Holdings Ltd
0%
$0 
VITL Vital Farms Inc.
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOX Vanguard Communication Services ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTEI Vanguard International Tax-Exempt Bond Fund
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
+$0.02 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.29 
VTRS Viatris Inc.
0%
$0 
VTV Vanguard Value ETF
0%
-$0.1 
VUG Vanguard Growth ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
-$2.46 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WDAY Workday Inc.
0%
$0 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WEN The Wendy's Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
-$0.02 
XBI SPDR S&P Biotech ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
$0 
XSD SPDR S&P Semiconductor ETF
0%
$0 
XT iShares Future Exponential Technologies ETF
0%
$0 
YNDX Yandex NV
0%
$0 
YUM Yum! Brands, Inc.
0%
-$0.01 
ZHOG F/m Opportunistic Income ETF
0%
$0 
ZTWO F/M Investments 2-Year Investment Grade Corporate Bond ETF
0%
+$1.12 
GLW Corning Incorporated
-9.19%
-$347,457.78 
CSIQ Canadian Solar Inc.
-6.94%
-$550 
INTC Intel Corporation
-5.84%
-$39,461.66 
MU Micron Technology, Inc.
-5.65%
-$38,105.7 
FSLR First Solar, Inc.
-5.31%
-$3,567 
AEIS Advanced Energy Industries Inc.
-5.3%
-$367.77 
CW Curtiss-Wright Corporation
-4.79%
-$324 
CI The Cigna Group
-4.7%
-$377.73 
ELV Elevance Health, Inc.
-4.48%
-$1,013.84 
GOOGL Alphabet Inc
-4.44%
-$399,616.12 
QCOM QUALCOMM Incorporated
-4.14%
-$98,396.87 
CAT Caterpillar Inc.
-4.06%
-$40,360.3 
ETN Eaton Corporation plc
-4.02%
-$17,850.83 
TXN Texas Instruments Inc
-3.31%
-$14,496.38 
AMAT Applied Materials, Inc.
-3.19%
-$3,163.5 
LIT GLOBAL X LITHIUM & BATTERY T
-3.1%
-$220 
KEYS Keysight Technologies, Inc.
-3.08%
-$89.55 
CMI Cummins Inc.
-2.75%
-$21,960 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.73%
-$5,314.2 
ADI Analog Devices, Inc.
-2.67%
-$2,023.42 
NVDA NVIDIA Corporation
-2.4%
-$54,202.8 
CMP Compass Minerals International Inc.
-2.23%
-$235.84 
AMZN Amazon.com Inc
-1.99%
-$111,301.93 
GLD SPDR Gold Shares
-1.99%
-$2,231.78 
VGT Vanguard Information Technology ETF
-1.94%
-$17,338.72 
GEV GE Vernova Inc.
-1.81%
-$2,477.8 
ARAY Accuray Incorporated
-1.74%
-$7.05 
BA Boeing Company
-1.73%
-$1,387.26 
RBC RBC Bearings Incorporated
-1.67%
-$118.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$8,850.4 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$123,958.89 
ROBO ROBO Global Robotics & Automation Index ETF
-1.44%
-$613.64 
DOW Dow Inc.
-1.35%
-$301.2 
ZS Zscaler Inc.
-1.19%
-$352 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$4,739.28 
TT Trane Technologies plc
-1.08%
-$1,040 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$953.6 
SLB Schlumberger Limited
-0.99%
-$70.97 
CCI Crown Castle Inc.
-0.93%
-$179.08 
TSLA Tesla, Inc.
-0.86%
-$1,628.6 
HAL Halliburton Company
-0.6%
-$73.5 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$41,394.89 
STT State Street Corp
-0.5%
-$155.31 
PEG Public Service Enterprise Group Incorporated
-0.44%
-$3,049.9 
DD DuPont de Nemours, Inc.
-0.42%
-$141.22 
LYB LyondellBasell Industries N.V.
-0.34%
-$181 
LMT Lockheed Martin Corporation
-0.18%
-$2,076.5 
IDV iShares International Select Dividend ETF
-0.16%
-$787.5 
BNDX Vanguard Total International Bond ETF
-0.15%
-$85.96 
AVMU Avantis Core Municipal Fixed Income ETF
-0.13%
-$802.15 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$1,604.08 
MS Morgan Stanley
-0.06%
-$501.28 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.04%
-$12.5 
CHD Church & Dwight Co., Inc.
-0.03%
-$68.25 
FIX Comfort Systems USA, Inc.
-0.03%
-$25.44 
ILTB iShares Core 10+ Year USD Bond ETF
-0.03%
-$2.9 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$97.83 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.03%
-$218.1 
WELL Welltower Inc.
-0.02%
-$1.3 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$3,797.9 
DWX SPDR S&P International Dividend ETF
-0.01%
-$11.49 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.01%
-$19.84 
PANW Palo Alto Networks, Inc.
-0.01%
-$1.95 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
0%
-$3.06 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
0%
-$2.35 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
-$4.08 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
0%
-$0.33 
IWS iShares Russell Mid-Cap Value ETF
0%
-$0.42 
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF
0%
-$5.6 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1869 | Longs Won 1235/1869 66% | Profit Factor 15.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $584,789.99 |
| Average Win $102,693.21 | Best Trade (Jul 17) $19.28M | Sharpe Ratio -10.18 |
| Average Loss -$13,082.29 | Worst Trade (Jul 17) -$777,258.3 | Z-Score 9.17 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $63,418.86 |
| 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, 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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