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:
21.65%
Gain +0.13%
Monthly
0.98%
Yearly
12.49%
Drawdown
13.93%
$776.33M
Equity
Holdings
$776.33M
Investment
$652.61M
$127.4M
Profit +$850,191.46
Realized
$3.68M
Unrealized
$123.72M
Dividends
$21.63M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$850,191.46
Win %
66%
This Week
Compared To Last Week
Gain
0.11%
Profit
$850,191.46
Win %
66%
This Month
Compared to last month
Gain
1.41%
Profit
$10.81M
Win %
66%
This Year
Compared to last year
Gain
1.46%
Profit
$11.17M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$785,064.5 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$329.55 
ETN Eaton Corporation plc
+7.32%
+$30,461.56 
GOOG Alphabet Inc
+6.88%
+$325,530.84 
GOOGL Alphabet Inc
+6.73%
+$533,932.14 
WY Weyerhaeuser Company
+6.51%
+$1,303.56 
VRT Vertiv Holdings Co
+6.18%
+$1,857.24 
COHR Coherent Corp.
+5.55%
+$11,064.01 
SOLS Sollensys Corp
+4.84%
+$3,764.12 
GSAT Globalstar, Inc.
+4.11%
+$546.14 
TSEM Tower Semiconductor Ltd.
+4.03%
+$21,955.8 
TSQ Townsquare Media Inc.
+3.86%
+$1,122 
FFIV F5 Inc.
+3.56%
+$2,073 
AMKR Amkor Technology Inc.
+3.34%
+$1,046.5 
TT Trane Technologies plc
+3.33%
+$2,934 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$74,273.72 
META Meta Platforms Inc Class A
+3.28%
+$25,565.27 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$1,334.64 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$1,060.32 
MSFT Microsoft Corp.
+3.02%
+$396,069.31 
NVDA NVIDIA Corporation
+2.93%
+$61,485.36 
LYB LyondellBasell Industries N.V.
+2.71%
+$1,484.2 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$2,470.64 
FSLR First Solar, Inc.
+2.44%
+$1,506 
CVX Chevron Corporation
+2.35%
+$51,035.32 
PENG Penguin Solutions, Inc.
+2.33%
+$1,920 
BP BP p.l.c. Sponsored ADR
+2.26%
+$855 
FAST Fastenal Co.
+2.25%
+$2,152.5 
GLW Corning Incorporated
+2.24%
+$65,826.75 
CSIQ Canadian Solar Inc.
+2.17%
+$160 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$858.24 
AMTM Amentum Holdings, Inc.
+2.16%
+$47 
CSCO Cisco Systems, Inc.
+2.14%
+$53,627.67 
USAR USA Rare Earth, Inc.
+2.05%
+$60 
KEYS Keysight Technologies, Inc.
+2.04%
+$57.51 
ECG Everus Construction Group, Inc.
+2.02%
+$483.06 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$1,004.55 
TFSL TFS Financial Corp.
+1.99%
+$180 
GWW W.W. Grainger, Inc.
+1.97%
+$133.65 
OKE ONEOK, Inc.
+1.95%
+$5,743.74 
JCI Johnson Controls International plc
+1.93%
+$264.1 
HAL Halliburton Company
+1.93%
+$152.5 
ROK Rockwell Automation, Inc.
+1.93%
+$3,392.17 
SNBR Sleep Number Corporation
+1.92%
+$0.15 
LHX L3Harris Technologies, Inc.
+1.9%
+$113.52 
ZS Zscaler Inc.
+1.89%
+$562 
PANW Palo Alto Networks, Inc.
+1.89%
+$522.75 
FIX Comfort Systems USA, Inc.
+1.88%
+$1,369.55 
QUIK QuickLogic Corporation
+1.86%
+$360 
TSCO Tractor Supply Company
+1.85%
+$98 
CRM Salesforce Inc
+1.83%
+$897.01 
ORCL Oracle Corporation
+1.81%
+$21,175.77 
VITL Vital Farms Inc.
+1.76%
+$11 
ZTS Zoetis Inc.
+1.66%
+$42.84 
FLEX Flex Ltd.
+1.64%
+$230 
J Jacobs Solutions Inc.
+1.64%
+$109 
KMI Kinder Morgan, Inc.
+1.64%
+$10,559.64 
SHEL Shell plc
+1.62%
+$2,304.96 
HPE Hewlett Packard Enterprise Company
+1.61%
+$152 
BSX Boston Scientific Corporation
+1.59%
+$146 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$7,453.4 
ITT Itt Inc.
+1.54%
+$4,768 
HPQ HP Inc.
+1.53%
+$82 
VZ Verizon Communications Inc.
+1.52%
+$12,225.5 
LMT Lockheed Martin Corporation
+1.5%
+$18,986 
DFVX Dimensional US Large Cap Vector ETF
+1.45%
+$390 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$301.07 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$2,610.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,588.8 
NOC Northrop Grumman Corporation
+1.43%
+$877.45 
PH Parker-Hannifin Corporation
+1.43%
+$1,291.56 
GE General Electric Company
+1.42%
+$1,217.26 
SLB Schlumberger Limited
+1.39%
+$102.68 
KLAC KLA Corporation
+1.38%
+$74.7 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$358.56 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$1,854.55 
WSO-B Watsco, Inc.
+1.3%
+$2,065 
FTV Fortive Corporation
+1.25%
+$166.44 
CMCSA Comcast Corp
+1.23%
+$1,254.25 
COP ConocoPhillips
+1.22%
+$10,629.96 
WFC Wells Fargo & Company
+1.19%
+$2,275.62 
TMFC Motley Fool 100 Index ETF
+1.19%
+$31.85 
HONA Honeywell Aerospace Inc.
+1.18%
+$8,966.1 
AMAT Applied Materials, Inc.
+1.18%
+$1,008.9 
LBTYK Liberty Global plc
+1.17%
+$108 
CHD Church & Dwight Co., Inc.
+1.16%
+$2,570.75 
ITW Illinois Tool Works Inc.
+1.15%
+$266.5 
MSI Motorola Solutions, Inc.
+1.14%
+$281.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$294.12 
VOX Vanguard Communication Services ETF
+1.12%
+$27,450.57 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$269.8 
BG Bunge Global S.A.
+1.1%
+$580 
VUG Vanguard Growth ETF
+1.1%
+$394,457.64 
VEEV Veeva Systems Inc.
+1.1%
+$53.28 
EQT EQT Corporation
+1.1%
+$123.54 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$1,120 
NOW ServiceNow, Inc.
+1.05%
+$66.12 
NBIS Nebius Group N.V.
+1.05%
+$27.72 
ADBE Adobe Inc.
+1.01%
+$7,999.4 
XLE Energy Select Sector SPDR Fund
+1%
+$16,166.59 
QUBT Quantum Computing Inc.
+1%
+$0.96 
URI United Rentals, Inc.
+0.99%
+$2,296.08 
ADP Automatic Data Processing Inc.
+0.98%
+$1,849.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$721.84 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$228.9 
OEF iShares S&P 100 ETF
+0.95%
+$114.18 
UNP Union Pacific Corporation
+0.92%
+$11,916.25 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$221.5 
DTM Dt Midstream Inc.
+0.9%
+$655.59 
AMLP Alerian MLP ETF
+0.89%
+$441 
WMB The Williams Companies, Inc.
+0.89%
+$56.7 
SCHW Charles Schwab Corporation
+0.87%
+$1,111.11 
MGC Vanguard Mega Cap ETF
+0.87%
+$54,539.32 
IBM International Business Machines Corporation
+0.86%
+$2,393.2 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$354.43 
GEV GE Vernova Inc.
+0.85%
+$1,113.54 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,988.69 
CP Canadian Pacific Kansas City Limited
+0.83%
+$912.5 
MCD McDonald's Corporation
+0.82%
+$15,864.27 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$18,103.25 
EMR Emerson Electric Co.
+0.79%
+$8,961 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$108.12 
AEE Ameren Corporation
+0.79%
+$1,486.08 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$35.64 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$4,088.42 
TSLA Tesla, Inc.
+0.76%
+$1,345.19 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,043.08 
STT State Street Corp
+0.73%
+$223.78 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$53,800.79 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$8.4 
GEO The Geo Group, Inc.
+0.72%
+$22 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,809.71 
CAT Caterpillar Inc.
+0.7%
+$6,106.58 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,899.45 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$579.04 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$291 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,413.44 
CARR Carrier Global Corporation
+0.68%
+$9,432.78 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$340.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$699,639.7 
XT iShares Future Exponential Technologies ETF
+0.67%
+$1,792.99 
QTUM Defiance Quantum ETF
+0.67%
+$47 
DOW Dow Inc.
+0.67%
+$150.6 
PLTR Palantir Technologies Inc.
+0.65%
+$230.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$46,633.32 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,085.28 
HYDR Global X Hydrogen ETF
+0.65%
+$52.2 
IWB iShares Russell 1000 ETF
+0.64%
+$6,349.4 
APUE ActivePassive U.S. Equity ETF
+0.63%
+$187.92 
IXC iShares Global Energy ETF
+0.63%
+$17.85 
SYY Sysco Corporation
+0.63%
+$904.18 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,247.12 
EXPE Expedia Group, Inc.
+0.62%
+$32.58 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$65 
SCHK Schwab 1000 Index ETF
+0.61%
+$181.72 
IVZ Invesco Ltd.
+0.61%
+$238.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$565.45 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$8.2 
MO Altria Group, Inc.
+0.57%
+$1,470.69 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$66 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$297.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$56,079.58 
EXC Exelon Corporation
+0.53%
+$214.32 
GM General Motors Company
+0.52%
+$226.32 
PSX Phillips 66
+0.51%
+$307.79 
Q Qnity Electronics Inc.
+0.51%
+$244.86 
FTC First Trust Large Cap Growth Fund
+0.47%
+$374.33 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,313.11 
NSC Norfolk Southern Corporation
+0.46%
+$925.36 
OHI Omega Healthcare Investors Inc.
+0.46%
+$23 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,397.49 
PAYX Paychex Inc.
+0.44%
+$3,046.74 
EBAY eBay Inc.
+0.43%
+$1,711.58 
CSX CSX Corporation
+0.42%
+$1,979.04 
RKLB Rocket Lab Corporation
+0.42%
+$216 
CASY Casey's General Stores Inc.
+0.4%
+$1,669.5 
PFE Pfizer Inc.
+0.4%
+$1,818.7 
RTX RTX Corporation
+0.39%
+$2,351.16 
ASB Associated Banc-Corp
+0.39%
+$204 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$237.3 
AVGO Broadcom Inc.
+0.37%
+$2,723.04 
PG Procter & Gamble Co
+0.37%
+$5,871.34 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,860 
OTIS Otis Worldwide Corporation
+0.36%
+$54.6 
BAC Bank of America Corporation
+0.36%
+$3,465.88 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$110 
GPAIX Grant Park Multi Alternative Strategies Fund Class I
+0.34%
+$150.08 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$47.12 
RF Regions Financial Corporation
+0.32%
+$35 
AZO AutoZone Inc.
+0.32%
+$183.92 
GD General Dynamics Corporation
+0.32%
+$324.52 
MRK Merck & Co., Inc.
+0.32%
+$2,797.91 
BAC-PL Bank of America Corporation
+0.29%
+$92.25 
UFOX Defiance Connective Technologies ETF
+0.28%
+$282.5 
VSNT Versant Media Group, Inc.
+0.28%
+$0.4 
DOV Dover Corporation
+0.27%
+$3,134.33 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$498.39 
JPM JPMorgan Chase & Co.
+0.27%
+$14,502.32 
VT Vanguard Total World Stock ETF
+0.26%
+$14.35 
SVAL iShares U.S. Small Cap Value Factor ETF
+0.26%
+$62.7 
AMP Ameriprise Financial, Inc.
+0.25%
+$494.04 
CM Canadian Imperial Bank of Commerce
+0.24%
+$112 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$5.04 
DFAW Dimensional World Equity ETF
+0.22%
+$227.7 
CME CME Group Inc.
+0.21%
+$3,512.4 
SO The Southern Company
+0.21%
+$964.2 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$339.2 
HPS John Hancock Preferred Income Fund III
+0.21%
+$30 
JNJ Johnson & Johnson
+0.21%
+$6,484.55 
ADI Analog Devices, Inc.
+0.2%
+$143.56 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$120.38 
CMI Cummins Inc.
+0.19%
+$1,464.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$0.8 
INTU Intuit Inc.
+0.18%
+$208.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$489.3 
USB U.S. Bancorp
+0.17%
+$331.53 
T AT&T Inc.
+0.17%
+$1,157 
MS Morgan Stanley
+0.17%
+$1,391.77 
KNF Knife River Corporation
+0.16%
+$23.28 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$670.74 
CB Chubb Limited
+0.15%
+$131.44 
TY Tri-Continental Corporation
+0.14%
+$221.7 
TD The Toronto-Dominion Bank
+0.13%
+$163.2 
EA Electronic Arts Inc.
+0.13%
+$29.7 
XYL Xylem Inc.
+0.13%
+$199.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$11.44 
PWV Invesco Large Cap Value ETF
+0.12%
+$4.9 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$1.68 
DTE DTE Energy Company
+0.12%
+$199.07 
MMM 3M Company
+0.12%
+$1,220.9 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$64 
BDX Becton, Dickinson and Company
+0.1%
+$7.31 
ISRG Intuitive Surgical, Inc.
+0.1%
+$254.87 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$3.12 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$3,024.3 
PSK SPDR ICE Preferred Securities ETF
+0.1%
+$4,144.2 
C Citigroup Inc.
+0.1%
+$185.37 
NUE Nucor Corporation
+0.1%
+$54.25 
WM Waste Management, Inc.
+0.1%
+$378.62 
AFL Aflac Inc.
+0.09%
+$757.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$20.25 
WMT Walmart Inc.
+0.09%
+$1,621.73 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$10.15 
FLBL Franklin Senior Loan ETF
+0.09%
+$1.3 
ABT Abbott Laboratories
+0.09%
+$575.55 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$598.88 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.07%
+$198.97 
SOXX iShares Semiconductor ETF
+0.07%
+$54 
GDV Gabelli Dividend & Income Trust
+0.07%
+$8.38 
FDS FactSet Research Systems Inc.
+0.07%
+$5.95 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$128.03 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$0.75 
AEP American Electric Power Company, Inc.
+0.06%
+$56.91 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$27 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$86.5 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$228.75 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,263.9 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$376.21 
NICHX Variant Alternative Income Fund LP
+0.04%
+$7.66 
HDV iShares Core High Dividend ETF
+0.04%
+$890.15 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$0.69 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4.8 
DIS The Walt Disney Company
+0.03%
+$186.3 
SHV iShares Short Treasury Bond ETF
+0.03%
+$317.13 
APMU ActivePassive Intermediate Municipal Bond ETF
+0.02%
+$2.46 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$0.36 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$2.4 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$134 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$254.3 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,619.76 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$10 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$0.3 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$0.88 
AEG Aegon N.V.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
ACIC American Coastal Insurance Corp.
0%
$0 
ARKVX ARK Venture Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 PCMM
PCMM
0%
$0 7846
78463X103
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 
OLN Olin Corporation
-16.51%
-$3,323.28 
CTVA Corteva Inc.
-11.9%
-$4,698.46 
CAR Avis Budget Group, Inc.
-9.58%
-$1,456 
AAPL Apple Inc.
-7.35%
-$1.73M 
NXT Nextracker Inc.
-7.25%
-$147.63 
ARAY Accuray Incorporated
-6.9%
-$30 
EIX Edison International
-6.81%
-$536 
NXPI NXP Semiconductors N.V.
-6.53%
-$400 
SYK Stryker Corporation
-6.42%
-$3,507.38 
LIN Linde plc
-5.95%
-$5,688.88 
MU Micron Technology, Inc.
-5.9%
-$51,991.35 
HL Hecla Mining Company
-5.42%
-$405 
CLSK CleanSpark, Inc.
-5.37%
-$156 
MNKD MannKind Corporation
-4.87%
-$529.6 
SIRI Sirius XM Holdings Inc.
-4.36%
-$67.5 
SHOP Shopify Inc.
-4.29%
-$5,250 
TYL Tyler Technologies Inc.
-4.24%
-$191.94 
STCE Schwab Crypto Thematic ETF
-4.08%
-$414.96 
GRDN Guardian Pharmacy Services Inc.
-4.05%
-$168,882.09 
SMG Scotts Miracle-Gro Co.
-3.85%
-$3,045.54 
IBRX ImmunityBio, Inc.
-3.76%
-$504 
CAG Conagra Brands Inc.
-3.46%
-$336.44 
SRRK Scholar Rock Holding Corporation
-3.46%
-$508.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,340.5 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
-3.29%
-$307.8 
CDE Coeur Mining, Inc.
-3.18%
-$607.11 
ES Eversource Energy
-3.05%
-$4,527 
CI The Cigna Group
-2.99%
-$206.64 
XBI SPDR S&P Biotech ETF
-2.94%
-$267 
CC Chemours Co.
-2.92%
-$46 
IBIT iShares Bitcoin Trust
-2.89%
-$98.58 
BITO ProShares Bitcoin ETF
-2.85%
-$51.5 
TOL Toll Brothers Inc
-2.76%
-$144.9 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$130.56 
QCOM QUALCOMM Incorporated
-2.63%
-$53,146.93 
XTIA XTI Aerospace Inc.
-2.61%
-$60 
ABBV AbbVie Inc.
-2.51%
-$54,716.79 
RAL Ralliant Corporation
-2.43%
-$123.88 
ICE Intercontinental Exchange, Inc.
-2.42%
-$64,244.29 
DLR Digital Realty Trust, Inc.
-2.42%
-$1,097.45 
SJM The J.M. Smucker Company
-2.41%
-$590 
CSGP CoStar Group, Inc.
-2.38%
-$70 
YUM Yum! Brands, Inc.
-2.37%
-$2,778.84 
XLB Materials Select Sector SPDR Fund
-2.34%
-$34,987.15 
AQN Algonquin Power & Utilities Corp.
-2.34%
-$51.38 
BRKR Bruker Corporation
-2.33%
-$36 
RGLD Royal Gold Inc.
-2.31%
-$28.14 
ARKK ARK Innovation ETF Fund
-2.28%
-$99.6 
BAX Baxter International Inc.
-2.21%
-$199.42 
BA Boeing Company
-2.15%
-$1,270.92 
ARGX argenx SE American Depositary Receipt
-2.15%
-$17,540.61 
NEM Newmont Corporation
-2.14%
-$410 
SLV iShares Silver Trust
-2.13%
-$1,083 
TXT Textron Inc.
-2.1%
-$3,103.67 
GPK Graphic Packaging Holding Company
-2.1%
-$267.95 
FUN Six Flags Entertainment Corporation
-2.09%
-$37 
KHC The Kraft Heinz Company
-2.01%
-$203.52 
LH Labcorp Holdings Inc.
-2.01%
-$1,455.9 
NFLX Netflix, Inc.
-2%
-$2,394.4 
AWK American Water Works Company, Inc.
-1.93%
-$543.84 
AMD Advanced Micro Devices, Inc.
-1.9%
-$32,247.67 
IBB iShares Biotechnology ETF
-1.87%
-$1,171.5 
LW Lamb Weston Holdings, Inc.
-1.87%
-$216 
GIS General Mills, Inc.
-1.84%
-$741.69 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,109.94 
PHM PulteGroup Inc.
-1.76%
-$272.4 
DNP DNP Select Income Fund Inc.
-1.74%
-$634.22 
FLO Flowers Foods, Inc.
-1.68%
-$30 
UNH UnitedHealth Group Incorporated
-1.68%
-$15,992.36 
ADM Archer-Daniels-Midland Co
-1.66%
-$804 
AON Aon plc
-1.64%
-$78.26 
DRI Darden Restaurants, Inc.
-1.64%
-$1,322.1 
SOLV Solventum Corporation
-1.59%
-$655.5 
LRCX Lam Research Corporation
-1.58%
-$169.2 
GLD SPDR Gold Shares
-1.49%
-$1,697.24 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$9,775.85 
IAU iShares Gold Trust
-1.46%
-$1,525.5 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$85.5 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,799.95 
HRL Hormel Foods Corporation
-1.42%
-$288 
NKE Nike, Inc. - Class B
-1.37%
-$3,586.72 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$359.04 
PPG PPG Industries Inc.
-1.35%
-$530.01 
DD DuPont de Nemours, Inc.
-1.32%
-$452.64 
ACRV Acrivon Therapeutics Inc.
-1.32%
-$20.88 
MNST Monster Beverage Corporation
-1.3%
-$6,860.54 
NNN NNN REIT, Inc.
-1.29%
-$24.8 
TM Toyota Motor Corporation
-1.28%
-$61.5 
LEXX Lexaria Bioscience Corp.
-1.26%
-$19.32 
STM STMicroelectronics N.V.
-1.26%
-$1,567.8 
DWX SPDR S&P International Dividend ETF
-1.26%
-$1,668.35 
NANR SPDR S&P North American Natural Resources ETF
-1.25%
-$83.83 
CLX The Clorox Company
-1.24%
-$180 
WTRG Essential Utilities Inc.
-1.24%
-$1,236.5 
HSY The Hershey Company
-1.23%
-$8.72 
MDLZ Mondelez International, Inc.
-1.22%
-$1,577.73 
F Ford Motor Company
-1.21%
-$642.6 
TJX The TJX Companies, Inc.
-1.21%
-$4,634.86 
NJR New Jersey Resources Corporation
-1.18%
-$516.12 
SHW The Sherwin-Williams Company
-1.16%
-$6,842.83 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$49 
SRE Sempra
-1.15%
-$309 
NEE NextEra Energy, Inc.
-1.15%
-$15,994.36 
DE Deere & Company
-1.13%
-$22,834.37 
RCL Royal Caribbean Group
-1.13%
-$1,266.72 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$120 
VTRS Viatris Inc.
-1.13%
-$73.8 
DEO Diageo plc Sponsored ADR
-1.12%
-$100 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$7,581.18 
IR Ingersoll Rand Inc.
-1.11%
-$165.44 
PJP Invesco Pharmaceuticals ETF
-1.1%
-$135 
OTTR Otter Tail Corporation
-1.1%
-$1,070.16 
TXN Texas Instruments Inc
-1.08%
-$4,391.11 
LOW Lowe's Companies Inc.
-1.08%
-$7,413.83 
MCK McKesson Corporation
-1.08%
-$540.56 
DLTR Dollar Tree, Inc.
-1.06%
-$340 
DOC Healthpeak Properties, Inc.
-1.04%
-$179.4 
CRH CRH plc
-1.03%
-$3,517.46 
INTC Intel Corporation
-1.02%
-$6,106.38 
ARKW ARK Next Generation Internet ETF
-1.02%
-$564 
NDAQ Nasdaq, Inc.
-1.02%
-$34.92 
KO The Coca-Cola Company
-1.02%
-$12,521.7 
SWK Stanley Black & Decker Inc.
-1.01%
-$440.38 
SWX Southwest Gas Holdings Inc.
-1%
-$54 
UPS United Parcel Service, Inc.
-1%
-$900.9 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$710.6 
PPL PPL Corporation
-0.98%
-$50.75 
XOM Exxon Mobil Corporation
-0.97%
-$18,835.83 
RACE Ferrari N.V.
-0.97%
-$2,555.33 
MET MetLife Inc.
-0.97%
-$1,203.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$55.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$70.98 
ALGT Allegiant Travel Company
-0.94%
-$251.1 
CRL Charles River Laboratories International, Inc.
-0.9%
-$126.6 
LNC Lincoln National Corporation
-0.89%
-$656 
PGR Progressive Corporation
-0.87%
-$563.58 
O Realty Income Corporation
-0.87%
-$566.16 
MRP Millrose Properties Inc.
-0.85%
-$21.6 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$59 
FE FirstEnergy Corp.
-0.82%
-$533.2 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$938 
GILD Gilead Sciences Inc.
-0.81%
-$359.52 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$100.45 
MCO Moody's Corporation
-0.81%
-$814.8 
D Dominion Energy, Inc.
-0.8%
-$1,263.92 
KMB Kimberly-Clark Corporation
-0.8%
-$2,884.64 
SRET Global X SuperDividend REIT ETF
-0.8%
-$578.76 
WAT Waters Corporation
-0.79%
-$14.95 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$64.75 
PYPL PayPal Holdings Inc
-0.76%
-$1,628 
VHT Vanguard Health Care ETF
-0.76%
-$468 
CVS CVS Health Corporation
-0.75%
-$5,780.43 
SPGI S&P Global Inc.
-0.74%
-$21.49 
ED Consolidated Edison, Inc.
-0.74%
-$1,317.06 
MA Mastercard Incorporated
-0.74%
-$3,867.5 
GSK GSK plc Sponsored ADR
-0.73%
-$281.2 
BLK BlackRock, Inc.
-0.73%
-$12,201.4 
VPU Vanguard Utilities ETF
-0.71%
-$136 
RPM RPM International Inc.
-0.7%
-$228 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$317.7 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$13,627.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2.21 
DUK Duke Energy Corporation
-0.67%
-$5,946.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,956.59 
UTWY U.S. Treasury 20 Year Bond ETF
-0.65%
-$26.9 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$5.19 
AMGN Amgen Inc.
-0.64%
-$8,513.87 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$289.8 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,302.71 
AMT American Tower Corporation
-0.63%
-$6,925.66 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$287.1 
PM Philip Morris International Inc.
-0.61%
-$3,072.69 
ECL Ecolab Inc.
-0.61%
-$429.21 
MSCI MSCI Inc.
-0.61%
-$17.5 
DHR Danaher Corporation
-0.61%
-$2,847.67 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$13,842.87 
WEC WEC Energy Group Inc.
-0.57%
-$1,142.83 
VLTO Veralto Corporation
-0.57%
-$251.64 
SBUX Starbucks Corporation
-0.57%
-$1,942.2 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$96.28 
OGS One Gas Inc.
-0.56%
-$220 
PRU Prudential Financial, Inc.
-0.56%
-$320.85 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$180 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,951.34 
COF Capital One Financial Corporation
-0.54%
-$5,143.79 
LLY Eli Lilly and Company
-0.53%
-$34,652.89 
NBTB NBT Bancorp Inc.
-0.53%
-$196.56 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$12,696.58 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$89.7 
WELL Welltower Inc.
-0.51%
-$30.94 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$730.5 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$158.65 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$5,459.12 
ALL Allstate Corporation
-0.49%
-$2,102.12 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,566 
IWM iShares Russell 2000 ETF
-0.47%
-$23,946.75 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$119.35 
SPG Simon Property Group, Inc.
-0.46%
-$26.75 
ILTB iShares Core 10+ Year USD Bond ETF
-0.46%
-$42.46 
PEP PepsiCo, Inc.
-0.46%
-$5,982.72 
DVY iShares Select Dividend ETF
-0.45%
-$747.34 
SDIV Global X SuperDividend ETF
-0.44%
-$672.65 
TRV The Travelers Companies, Inc.
-0.43%
-$1,652.82 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,795.71 
HD The Home Depot, Inc.
-0.42%
-$9,492.45 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$161.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$19 
APIE ActivePassive International Equity ETF
-0.41%
-$49.6 
MBB iShares MBS ETF
-0.4%
-$777 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$34.5 
AIG American International Group Inc.
-0.39%
-$70.37 
ORI Old Republic International Corp.
-0.39%
-$189.72 
ETR Entergy Corporation
-0.38%
-$73.8 
VGT Vanguard Information Technology ETF
-0.38%
-$3,230.16 
AXP American Express Company
-0.38%
-$396.24 
FDX FedEx Corporation
-0.37%
-$662.4 
MDT Medtronic plc
-0.37%
-$2,456.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$161,585.37 
GPC Genuine Parts Company
-0.37%
-$540.5 
RSG Republic Services, Inc.
-0.37%
-$20.28 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$201.67 
UDR UDR Inc.
-0.37%
-$62.16 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$107.5 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$1,128 
ADSK Autodesk, Inc.
-0.33%
-$47.74 
CL Colgate-Palmolive Company
-0.33%
-$183.3 
TFC Truist Financial Corporation
-0.33%
-$3,500.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$41.36 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$108.16 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$23.8 
RY Royal Bank of Canada
-0.29%
-$184.22 
SDY SPDR S&P Dividend ETF
-0.28%
-$170.28 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$150.35 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$27,928.97 
KIE SPDR S&P Insurance ETF
-0.28%
-$271.8 
CCI Crown Castle Inc.
-0.27%
-$27.72 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$180 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$421.36 
FBND Fidelity Total Bond ETF
-0.27%
-$27 
VTV Vanguard Value ETF
-0.27%
-$5,968.34 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$286.74 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$483.74 
CNP CenterPoint Energy Inc.
-0.26%
-$932.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$422 
BX Blackstone Inc.
-0.25%
-$183.68 
IWN iShares Russell 2000 Value ETF
-0.25%
-$55 
MFC Manulife Financial Corporation
-0.25%
-$109.78 
BOE BlackRock Enhanced Global Dividend Trust
-0.25%
-$52.8 
COST Costco Wholesale Corporation
-0.24%
-$3,967.15 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$21.6 
HBAN Huntington Bancshares Incorporated
-0.23%
-$142 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$89.28 
BNDX Vanguard Total International Bond ETF
-0.23%
-$90.75 
VB Vanguard Small-Cap ETF
-0.22%
-$262.67 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$45 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$633 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.22%
-$93.5 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$63 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$14.3 
GBND Goldman Sachs Core Bond ETF
-0.22%
-$1.42 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$642.42 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$22,445.63 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$852.48 
VCMIX Versus Capital Multi-Manager Real Estate Income Fund LLC
-0.21%
-$90.8 
KR Kroger Co.
-0.21%
-$75.84 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$50.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$146.35 
AVMU Avantis Core Municipal Fixed Income ETF
-0.2%
-$1,203.21 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$287.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$325.44 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$105.3 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.19%
-$527.98 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$256.5 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$43.47 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$36.9 
EPD Enterprise Products Partners L.P.
-0.18%
-$63 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$30,058.77 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$101.79 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$31,214.4 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$402.1 
MDIDX MFS International Diversification Fund
-0.16%
-$263.45 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$230.2 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$381.6 
BLW BlackRock Limited Duration Income Trust
-0.16%
-$27 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$269.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3,166.4 
ELV Elevance Health, Inc.
-0.15%
-$32.48 
IXUS iShares Core International Stock ETF
-0.15%
-$2,318.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$28,880.28 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$2,256.15 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$36.01 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$46.4 
VCRRX Versus Capital Real Assets Fund LLC
-0.14%
-$53.92 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$80.75 
IDV iShares International Select Dividend ETF
-0.14%
-$251.1 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$5,003.31 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$129 
ZTWO F/M Investments 2-Year Investment Grade Corporate Bond ETF
-0.12%
-$642.6 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$73.8 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$521.5 
MKC McCormick & Company, Incorporated
-0.12%
-$18 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$1.71 
STZ Constellation Brands, Inc.
-0.12%
-$15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$24.36 
MUB iShares National Muni Bond ETF
-0.11%
-$1,002.12 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$712.03 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,134.96 
IOSP Innospec Inc.
-0.1%
-$18 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,447.22 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$628.25 
MDU MDU Resources Group, Inc.
-0.1%
-$15.54 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$453.12 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$271.8 
PGX Invesco Preferred ETF
-0.09%
-$232.55 
GSC Goldman Sachs Small Cap Core Equity ETF
-0.09%
-$0.54 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$30 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$23,886.45 
KEY KeyCorp
-0.09%
-$59.32 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$173.09 
BNS Bank of Nova Scotia
-0.08%
-$21 
SGU Star Group L.P.
-0.08%
-$21.82 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.08%
-$85 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$8,520.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$15,850.43 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$8 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$54.2 
UTWO U.S. Treasury 2-Year Note ETF
-0.07%
-$124.78 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$248.8 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$535.39 
ROKU Roku, Inc.
-0.06%
-$16 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$140 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8.4 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$180.65 
VO Vanguard Mid-Cap ETF
-0.05%
-$253.76 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$2.8 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$157.77 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
-0.04%
-$22.5 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,790.2 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$313.66 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$40.14 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$2,119.05 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$2,001.55 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$15,770.56 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$218 
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF
-0.04%
-$204 
V Visa Inc. Class A
-0.04%
-$2,862.24 
XEL Xcel Energy Inc.
-0.04%
-$15.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$57.42 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$193.03 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.04%
-$101.7 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$217.11 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$42.27 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$12.25 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1,014.65 
ZHOG F/m Opportunistic Income ETF
-0.02%
-$9 
IGE iShares North American Natural Resources ETF
-0.02%
-$7.2 
TGT Target Corporation
-0.01%
-$65.87 
UBER Uber Technologies, Inc.
-0.01%
-$7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$154.15 Events
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Dividends
Dividend Analysis
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| Trades 2172 | Longs Won 1439/2172 66% | Profit Factor 16.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $576,350.98 |
| Average Win $94,212.75 | Best Trade (Aug 14) $21.92M | Sharpe Ratio -224.17 |
| Average Loss -$11,151.75 | Worst Trade (Aug 02) -$619,138.58 | Z-Score 8.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $58,655.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7846 78463X103 | 500 | $19,920 | $19,920 | - | - | - | 0.0 |
| AAPL Apple Inc. | 70,608 | $17.68M | $21.81M | - | $4.13M | 23.36% | -7.354% |
| ABBV AbbVie Inc. | 8,457 | $1.5M | $2.12M | - | $619,390.6 | 41.22% | -2.513% |
| ABT Abbott Laboratories | 6,395 | $727,724.18 | $675,951.5 | - | -$51,772.68 | -7.11% | +0.085% |
| ACIC American Coastal Insurance Corp. | 189,075 | $2.19M | $2.01M | - | -$179,621.5 | -8.21% | 0.0 |
| ACRV Acrivon Therapeutics Inc. | 1,044 | $1,858 | $1,566 | - | -$292 | -15.72% | -1.316% |
| ADBE Adobe Inc. | 3,187 | $1.42M | $798,056.67 | - | -$619,138.58 | -43.69% | +1.013% |
| ADI Analog Devices, Inc. | 194 | $41,217.09 | $71,277.54 | - | $30,060.45 | 72.93% | +0.202% |
| ADM Archer-Daniels-Midland Co | 600 | $30,312 | $47,562 | - | $17,250 | 56.91% | -1.662% |
| ADP Automatic Data Processing Inc. | 714 | $209,009 | $190,252.43 | - | -$18,756.57 | -8.97% | +0.982% |
| ADSK Autodesk, Inc. | 62 | $18,325 | $14,520.4 | - | -$3,804.6 | -20.76% | -0.328% |
| AEE Ameren Corporation | 1,728 | $154,745.11 | $189,406.08 | - | $34,660.97 | 22.4% | +0.791% |
| AEG Aegon N.V. | 558 | $4,051 | $5,267.52 | - | $1,216.52 | 30.03% | 0.0 |
| AEP American Electric Power Company, Inc. | 813 | $78,984.03 | $103,942.05 | - | $24,958.02 | 31.6% | +0.055% |
| AFL Aflac Inc. | 6,309 | $652,603.17 | $804,271.32 | - | $151,668.15 | 23.24% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,688 | $164,092.96 | $164,360.56 | - | $267.6 | 0.16% | -0.256% |
| AIG American International Group Inc. | 227 | $16,526 | $17,837.66 | - | $1,311.66 | 7.94% | -0.393% |
| AIQ Global X Artificial Intelligence & Technology ETF | 550 | $27,164.68 | $32,389.5 | - | $5,224.82 | 19.23% | +0.341% |
| ALGT Allegiant Travel Company | 270 | $25,412 | $26,481.6 | - | $1,069.6 | 4.21% | -0.939% |
| ALL Allstate Corporation | 1,617 | $312,083.83 | $427,017.34 | - | $114,933.51 | 36.83% | -0.49% |
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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 - $2.36M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.54M, SPDR Portfolio S&P 600 Small Cap ETF - $1.4M, Vanguard Intermediate-Term Corporate Bond Fund - $1.36M, and Vanguard High Dividend Yield ETF - $1.3M. 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 - $54,289.18. 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 $21.63M earned over time. The largest contributors to dividend income include iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.36M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.54M, Vanguard Intermediate-Term Corporate Bond Fund - $1.36M, Vanguard High Dividend Yield ETF - $1.26M, and Vanguard Dividend Appreciation ETF - $825,815.43. 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.
