Benjamin Carter Portfolio
Invests via Turtle Creek Wealth Advisors, LLC | Managed by Jack Reilly, Dale Cloud, Monica Eaker
Invests via Turtle Creek Wealth Advisors, LLC
Managed by Jack Reilly, Dale Cloud, Monica Eaker
Automatically Tracked
Benjamin Carter Profile
Veteran buy-side investor focused on growth-stage technology and consumer sectors with hands-on operating experience and portfolio construction expertise.
Benjamin Carter combines prior operating roles at high-growth startups with multi-asset investment experience, specializing in cross-border deals and secondary liquidity solutions.
Known for fundamental equity research, active board engagement, and sourcing founder-led opportunities, he emphasizes disciplined risk management and scalable go-to-market business models.
Veteran buy-side investor focused on growth-stage technology and consumer sectors with hands-on operating experience and portfolio construction expertise.
Benjamin Carter combines prior operating roles at high-growth startups with multi-asset investment experience, specializing in cross-border deals and secondary liquidity solutions.
Known for fundamental equity research, active board engagement, and sourcing founder-led opportunities, he emphasizes disciplined risk management and scalable go-to-market business models.
Investment Philosophy & Strategy
Combines a growth-oriented, research-driven approach that targets founder-led technology and consumer companies at the growth stage. Emphasizes durable unit economics, repeatable go-to-market models and clear paths to secondary liquidity. Deploys concentrated, stage-weighted capital with reserve for follow-ons, uses cross-border deal sourcing and secondary solutions to manage liquidity risk. Investment edge derives from prior operating roles, active board engagement and disciplined portfolio construction focused on downside protection and scalable upside.
Combines a growth-oriented, research-driven approach that targets founder-led technology and consumer companies at the growth stage. Emphasizes durable unit economics, repeatable go-to-market models and clear paths to secondary liquidity. Deploys concentrated, stage-weighted capital with reserve for follow-ons, uses cross-border deal sourcing and secondary solutions to manage liquidity risk. Investment edge derives from prior operating roles, active board engagement and disciplined portfolio construction focused on downside protection and scalable upside.
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:
4.71%
Gain
Monthly
0.15%
Yearly
1.83%
Drawdown
44.19%
$1.5B
Equity
Holdings
$1.5B
Investment
$1.17B
$337.46M
Profit -$4.19M
Realized
$14.59M
Unrealized
$322.87M
Dividends
$34.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.19M
Win %
74%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$3.97M
Win %
74%
This Month
Compared to last month
Gain
-0.48%
Profit
-$7.16M
Win %
74%
This Year
Compared to last year
Gain
13.49%
Profit
$177.97M
Win %
73%
ABT Abbott Laboratories
+11.01%
+$413,400.65 
JBHT J.B. Hunt Transport Services, Inc.
+7.24%
+$20,202.12 
CTAS Cintas Corporation
+7.1%
+$57,043.35 
INTU Intuit Inc.
+5.47%
+$309,128.58 
CYH Community Health Systems, Inc.
+5.43%
+$17,500 
BTI British American Tobacco p.l.c. ADR
+5.4%
+$14,502.75 
MCK McKesson Corporation
+5.34%
+$48,932.5 
BIIB Biogen Inc.
+4.86%
+$14,805.27 
DG Dollar General Corporation
+4.81%
+$13,111.67 
VRSK Verisk Analytics Inc.
+4.72%
+$20,992.74 
ACN Accenture plc Class A
+4.24%
+$27,097.84 
ALLE Allegion plc
+4.2%
+$10,445.85 
WM Waste Management, Inc.
+4.2%
+$20,408.85 
TYL Tyler Technologies Inc.
+4.19%
+$8,706.35 
SYK Stryker Corporation
+4.12%
+$339,912.88 
BSX Boston Scientific Corporation
+3.98%
+$13,443.89 
ITW Illinois Tool Works Inc.
+3.94%
+$27,809.3 
PLD Prologis Inc.
+3.93%
+$236,735.87 
PAYX Paychex Inc.
+3.9%
+$25,289.28 
ORLY O'Reilly Automotive Inc.
+3.86%
+$20,518.08 
BR Broadridge Financial Solutions, Inc.
+3.8%
+$10,111.42 
UNP Union Pacific Corporation
+3.72%
+$182,023.72 
ZTS Zoetis Inc.
+3.6%
+$10,086.35 
CRM Salesforce Inc
+3.57%
+$45,674 
KDP Keurig Dr Pepper Inc.
+3.57%
+$9,595.03 
MRK Merck & Co., Inc.
+3.54%
+$116,910.61 
UPS United Parcel Service, Inc.
+3.52%
+$20,453.44 
MDT Medtronic plc
+3.5%
+$23,879.76 
PYPL PayPal Holdings Inc
+3.47%
+$16,522.28 
ADBE Adobe Inc.
+3.44%
+$10,267.6 
ADP Automatic Data Processing Inc.
+3.33%
+$69,831.55 
MAIN Main Street Capital Corporation
+3.32%
+$7,100 
OTIS Otis Worldwide Corporation
+3.3%
+$21,670.11 
ROP Roper Technologies Inc.
+3.25%
+$19,142.12 
ADSK Autodesk, Inc.
+3.22%
+$15,691.99 
NSC Norfolk Southern Corporation
+3.18%
+$9,948.4 
UNH UnitedHealth Group Incorporated
+3.17%
+$249,950.8 
ROST Ross Stores, Inc.
+3.16%
+$11,955.71 
MDXG MiMedx Group, Inc.
+3.16%
+$22,504.5 
ABBV AbbVie Inc.
+3.14%
+$172,130.33 
IBM International Business Machines Corporation
+3.13%
+$36,893.32 
SBUX Starbucks Corporation
+3.12%
+$131,649.36 
VTRS Viatris Inc.
+3.12%
+$6,203.08 
COR Cencora, Inc.
+3.09%
+$20,340.95 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.06%
+$19,219.2 
AZO AutoZone Inc.
+2.99%
+$6,670.5 
THO Thor Industries Inc.
+2.99%
+$11,277.53 
AON Aon plc
+2.96%
+$8,405.48 
O Realty Income Corporation
+2.93%
+$8,861.81 
AJG Arthur J. Gallagher & Co.
+2.93%
+$9,416.22 
MRSH Marsh & McLennan Companies, Inc.
+2.9%
+$25,589.76 
MDLZ Mondelez International, Inc.
+2.9%
+$5,977.31 
CSX CSX Corporation
+2.89%
+$12,741.65 
TMUS T-Mobile US, Inc.
+2.86%
+$12,855.78 
KR Kroger Co.
+2.85%
+$4,748.1 
TCBI Texas Capital Bancshares Inc.
+2.85%
+$28,585.56 
WCN Waste Connections Inc.
+2.84%
+$9,466.8 
PM Philip Morris International Inc.
+2.84%
+$233,091.81 
CL Colgate-Palmolive Company
+2.8%
+$32,862.72 
LOW Lowe's Companies Inc.
+2.8%
+$24,580.22 
DGX Quest Diagnostics Inc.
+2.74%
+$8,162.28 
MO Altria Group, Inc.
+2.72%
+$25,561.42 
AMGN Amgen Inc.
+2.7%
+$87,494.21 
VZ Verizon Communications Inc.
+2.7%
+$30,407.69 
T AT&T Inc.
+2.66%
+$25,848.93 
VLO Valero Energy Corporation
+2.63%
+$13,346.01 
TJX The TJX Companies, Inc.
+2.62%
+$346,082.28 
IDXX IDEXX Laboratories, Inc.
+2.59%
+$10,353.58 
HCA HCA Healthcare Inc.
+2.58%
+$10,156.23 
MCD McDonald's Corporation
+2.57%
+$365,588.58 
ISRG Intuitive Surgical, Inc.
+2.53%
+$98,381.8 
NFG National Fuel Gas Company
+2.49%
+$15,090.18 
CMCSA Comcast Corp
+2.49%
+$11,234.92 
KO The Coca-Cola Company
+2.48%
+$210,005.14 
BDX Becton, Dickinson and Company
+2.47%
+$10,721.48 
TPR Tapestry Inc.
+2.47%
+$5,460.84 
GRMN Garmin Ltd.
+2.46%
+$252,637 
FAST Fastenal Co.
+2.46%
+$8,019.62 
COST Costco Wholesale Corporation
+2.45%
+$348,361.96 
XLP Consumer Staples Select Sector SPDR Fund
+2.43%
+$3,763.62 
PEP PepsiCo, Inc.
+2.42%
+$120,212.15 
VICI Vici Properties Inc.
+2.39%
+$5,614.56 
MPC Marathon Petroleum Corporation
+2.38%
+$12,620.1 
WMT Walmart Inc.
+2.38%
+$133,321.96 
HBAN Huntington Bancshares Incorporated
+2.37%
+$17,449.3 
CP Canadian Pacific Kansas City Limited
+2.35%
+$19,290.75 
MAS Masco Corporation
+2.31%
+$34,003.8 
VDC VANGUARD CONSUMER STAPLES ETF
+2.3%
+$521 
WELL Welltower Inc.
+2.29%
+$21,553.4 
PSX Phillips 66
+2.28%
+$8,453.27 
MA Mastercard Incorporated
+2.27%
+$199,337.64 
URI United Rentals, Inc.
+2.22%
+$11,496.37 
SPG Simon Property Group, Inc.
+2.2%
+$14,396.16 
SYY Sysco Corporation
+2.19%
+$6,308.11 
CASY Casey's General Stores Inc.
+2.18%
+$8,734.56 
SPGI S&P Global Inc.
+2.18%
+$183,426.32 
HDV iShares Core High Dividend ETF
+2.15%
+$4,712.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.14%
+$11,829.6 
HESM Hess Midstream LP
+2.12%
+$5,817.44 
PCAR PACCAR Inc.
+2.12%
+$6,408.63 
DOV Dover Corporation
+2.11%
+$7,395.77 
MCO Moody's Corporation
+2.11%
+$12,103.38 
TGT Target Corporation
+2.1%
+$10,677.89 
TFC Truist Financial Corporation
+2.1%
+$8,326.11 
GILD Gilead Sciences Inc.
+2.08%
+$37,524.44 
TRMB Trimble Inc.
+2.07%
+$3,925.9 
OKE ONEOK, Inc.
+2.04%
+$41,932.28 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$6,064 
PPH VanEck Pharmaceutical ETF
+2%
+$4,300 
PKG Packaging Corporation of America
+2%
+$6,531.87 
NDSN Nordson Corporation
+2%
+$4,649.4 
KEY KeyCorp
+1.98%
+$4,925.74 
VTR Ventas Inc.
+1.97%
+$9,681.21 
DAR Darling Ingredients Inc.
+1.93%
+$8,921.25 
KVUE Kenvue Inc.
+1.92%
+$3,708.1 
HD The Home Depot, Inc.
+1.91%
+$201,087.7 
COF Capital One Financial Corporation
+1.87%
+$13,553.7 
SDY SPDR S&P Dividend ETF
+1.86%
+$7,110.18 
DIS The Walt Disney Company
+1.83%
+$26,425.88 
REGN Regeneron Pharmaceuticals, Inc.
+1.82%
+$5,498.48 
UL Unilever PLC Sponsored American Depositary Receipt
+1.81%
+$4,776.66 
BMY Bristol-Myers Squibb Company
+1.8%
+$12,149.38 
CPT Camden Property Trust
+1.8%
+$9,601.77 
V Visa Inc. Class A
+1.77%
+$281,717.37 
CB Chubb Limited
+1.76%
+$20,015.83 
PG Procter & Gamble Co
+1.72%
+$256,035.3 
USB U.S. Bancorp
+1.65%
+$7,528.56 
VNQ Vanguard Real Estate ETF
+1.64%
+$133.22 
MSCI MSCI Inc.
+1.61%
+$10,030 
MET MetLife Inc.
+1.6%
+$9,303.28 
MNST Monster Beverage Corporation
+1.6%
+$7,327.66 
DVY iShares Select Dividend ETF
+1.58%
+$3,435.74 
VHT Vanguard Health Care ETF
+1.57%
+$702.75 
SHW The Sherwin-Williams Company
+1.55%
+$14,675.07 
AFL Aflac Inc.
+1.53%
+$156,280.6 
L Loews Corporation
+1.51%
+$10,766.1 
MSFT Microsoft Corp.
+1.51%
+$633,108.02 
PAA Plains All American Pipeline, L.P.
+1.5%
+$17,109.75 
IJS iShares S&P Small-Cap 600 Value ETF
+1.5%
+$3,978 
MGA Magna International Inc.
+1.46%
+$6,958.61 
XLRE The Real Estate Select Sector SPDR Fund
+1.45%
+$717.24 
CTVA Corteva Inc.
+1.43%
+$3,715.01 
CAH Cardinal Health Inc.
+1.38%
+$4,408.19 
XHB SPDR S&P Homebuilders ETF
+1.37%
+$5,399.94 
EXC Exelon Corporation
+1.37%
+$3,196.87 
AME Ametek Inc.
+1.35%
+$6,397.65 
ECL Ecolab Inc.
+1.34%
+$6,709.44 
ICE Intercontinental Exchange, Inc.
+1.34%
+$14,672.02 
WAB Wabtec Corporation
+1.31%
+$4,097 
AAPL Apple Inc.
+1.3%
+$930,009.15 
TRV The Travelers Companies, Inc.
+1.3%
+$6,195.77 
RMD ResMed Inc.
+1.28%
+$2,524.76 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.26%
+$2,027.4 
IQV IQVIA Holdings Inc.
+1.25%
+$4,063.71 
IWN iShares Russell 2000 Value ETF
+1.25%
+$235.03 
IAK iShares U.S. Insurance ETF
+1.22%
+$344 
DE Deere & Company
+1.22%
+$31,583.85 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$52.47 
FDX FedEx Corporation
+1.19%
+$9,921.77 
EMR Emerson Electric Co.
+1.19%
+$3,811.86 
CVX Chevron Corporation
+1.17%
+$63,480.39 
CARR Carrier Global Corporation
+1.17%
+$4,015.34 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.16%
+$184.28 
CVS CVS Health Corporation
+1.16%
+$8,788.15 
LLY Eli Lilly and Company
+1.16%
+$342,165.04 
PAGP Plains GP Holdings, L.P.
+1.16%
+$232,098.02 
PH Parker-Hannifin Corporation
+1.15%
+$146,259.15 
MLM Martin Marietta Materials, Inc.
+1.15%
+$94,881.76 
ET Energy Transfer L.P.
+1.13%
+$164,531.92 
NVS Novartis AG Sponsored ADR
+1.11%
+$6,271.44 
MMM 3M Company
+1.11%
+$5,240.32 
LNG Cheniere Energy Inc.
+1.1%
+$13,656.05 
KMI Kinder Morgan, Inc.
+1.1%
+$43,290.12 
WES Western Midstream Partners, LP
+1.1%
+$17,201 
ED Consolidated Edison, Inc.
+1.09%
+$3,325.8 
MOAT VanEck Morningstar Wide Moat Fund
+1.09%
+$866.25 
VRTX Vertex Pharmaceuticals Incorporated
+1.08%
+$4,857.06 
MSI Motorola Solutions, Inc.
+1.08%
+$3,137.19 
VMC Vulcan Materials Company
+1.05%
+$2,242.86 
DGRO iShares Core Dividend Growth ETF
+1.04%
+$4,355.81 
EPD Enterprise Products Partners L.P.
+1.01%
+$156,476.78 
UBER Uber Technologies, Inc.
+0.99%
+$6,742.8 
MLPA Global X MLP ETF
+0.99%
+$1,026 
LEN-B Lennar Corporation
+0.96%
+$821.9 
SO The Southern Company
+0.93%
+$10,486.08 
DUK Duke Energy Corporation
+0.92%
+$44,414.55 
DHR Danaher Corporation
+0.91%
+$7,105.12 
MPLX MPLX LP
+0.91%
+$75,236.35 
FISV Fiserv, Inc.
+0.9%
+$1,717.62 
WFC Wells Fargo & Company
+0.89%
+$13,054.1 
MLPX Global X MLP & Energy Infrastructure ETF
+0.87%
+$260.04 
VOE Vanguard Mid-Cap Value ETF
+0.86%
+$57.42 
IWD iShares Russell 1000 Value ETF
+0.86%
+$12,930.62 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$1,087.21 
TRGP Targa Resources Corp.
+0.84%
+$16,807.2 
XOM Exxon Mobil Corporation
+0.84%
+$114,001.36 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$44,838.66 
AXP American Express Company
+0.83%
+$14,776.58 
KRP Kimbell Royalty Partners, LP
+0.82%
+$1,317 
PFE Pfizer Inc.
+0.81%
+$6,272.55 
XLE Energy Select Sector SPDR Fund
+0.81%
+$150.15 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$13,933.62 
ALL Allstate Corporation
+0.79%
+$1,929.69 
HON Honeywell International Inc.
+0.77%
+$9,642.13 
BX Blackstone Inc.
+0.76%
+$54,530.88 
LEN Lennar Corporation
+0.76%
+$43,760.67 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$6,123.09 
AEE Ameren Corporation
+0.73%
+$2,562.84 
APO Apollo Global Management, Inc.
+0.71%
+$1,647.78 
ATO Atmos Energy Corporation
+0.71%
+$2,661.25 
EOG EOG Resources, Inc.
+0.69%
+$91,339.07 
VOOV Vanguard S&P 500 Value ETF
+0.69%
+$4,228.93 
DHI D.R. Horton, Inc.
+0.69%
+$1,707.68 
DTM Dt Midstream Inc.
+0.67%
+$9,194.63 
COP ConocoPhillips
+0.65%
+$15,264.87 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.65%
+$3,611.78 
D Dominion Energy, Inc.
+0.63%
+$2,008.8 
WEC WEC Energy Group Inc.
+0.62%
+$1,871.8 
JNJ Johnson & Johnson
+0.61%
+$34,219.76 
APD Air Products and Chemicals, Inc.
+0.61%
+$25,459.06 
OGE Oge Energy Corp.
+0.6%
+$1,816.9 
VCR Vanguard Consumer Discretionary ETF
+0.58%
+$1,605.12 
AMZN Amazon.com Inc
+0.57%
+$162,988.7 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.56%
+$97.12 
MAR Marriott International Inc. - Class A
+0.55%
+$9,135.12 
PNC The PNC Financial Services Group, Inc.
+0.52%
+$2,279.4 
TRP TC Energy Corporation
+0.51%
+$6,180.9 
CBRE CBRE Group Inc.
+0.51%
+$1,075.68 
DAL Delta Air Lines, Inc.
+0.5%
+$1,873.08 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.46%
+$2,351.16 
VTV Vanguard Value ETF
+0.43%
+$2,400.14 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$3,000.48 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$99,912.51 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$3,827.13 
AEP American Electric Power Company, Inc.
+0.38%
+$1,704.5 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.37%
+$2,842.56 
WMB The Williams Companies, Inc.
+0.36%
+$24,995.52 
IXC iShares Global Energy ETF
+0.36%
+$838.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.36%
+$2,805.2 
XLB Materials Select Sector SPDR Fund
+0.35%
+$50.75 
OBDC Blue Owl Capital Corporation
+0.32%
+$1,336.89 
LIN Linde plc
+0.31%
+$5,525.52 
GD General Dynamics Corporation
+0.31%
+$2,612.88 
MGV Vanguard Mega Cap Value ETF
+0.31%
+$2,037 
ADX Adams Diversified Equity Fund, Inc.
+0.31%
+$2,248.48 
SCHW Charles Schwab Corporation
+0.31%
+$2,722.55 
TMO Thermo Fisher Scientific Inc.
+0.29%
+$4,167.32 
OXY-WT Occidental Petroleum Corporation
+0.28%
+$78.75 
FANG Diamondback Energy Inc
+0.28%
+$949.45 
NFLX Netflix, Inc.
+0.28%
+$9,055.28 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$15,048.6 
XLC Communication Services Select Sector SPDR Fund
+0.26%
+$640.9 
XLF Financial Select Sector SPDR Fund
+0.26%
+$1,027.04 
WAT Waters Corporation
+0.25%
+$736.3 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$12,996.06 
VB Vanguard Small-Cap ETF
+0.23%
+$367.08 
BAC Bank of America Corporation
+0.19%
+$4,660.95 
DFUV Dimensional US Marketwide Value ETF
+0.18%
+$67.3 
EPSN Epsilon Energy Ltd.
+0.18%
+$155 
DUHP Dimensional US High Profitability ETF
+0.16%
+$98.34 
PAVE Global X U.S. Infrastructure Development ETF
+0.15%
+$255 
LMT Lockheed Martin Corporation
+0.14%
+$5,668.11 
RYLD Global X Russell 2000 Covered Call ETF
+0.12%
+$20.2 
EQT EQT Corporation
+0.09%
+$179.73 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$87.68 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.08%
+$320.21 
ROK Rockwell Automation, Inc.
+0.06%
+$202.96 
GOOG Alphabet Inc
+0.06%
+$13,098.37 
GOOGL Alphabet Inc
+0.06%
+$19,720.67 
SRLN SPDR Blackstone Senior Loan ETF
+0.05%
+$125.6 
PJT PJT Partners Inc.
+0.04%
+$103.67 
EA Electronic Arts Inc.
+0.04%
+$141.62 
OXY Occidental Petroleum Corporation
+0.04%
+$176.82 
SRE Sempra
+0.03%
+$97.23 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$75.21 
DCOR Dimensional US Core Equity 1 ETF
+0.02%
+$3.34 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$180.14 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$301.87 
LBTYA Liberty Global Plc
+0.01%
+$41.7 
IWM iShares Russell 2000 ETF
+0.01%
+$77.31 
FLTR VanEck IG Floating Rate ETF
+0.01%
+$12.03 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$13.65 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-10.9%
-$126,543.99 
WDC Western Digital Corporation
-10.39%
-$125,626.67 
GLW Corning Incorporated
-10.35%
-$58,805.14 
PCT PureCycle Technologies, Inc.
-9.57%
-$8,238.37 
STX Seagate Technology Holdings plc
-9.16%
-$120,351.23 
PRME Prime Medicine Inc.
-7.91%
-$6,897.5 
HOOD Robinhood Markets, Inc.
-6.8%
-$27,242.76 
MU Micron Technology, Inc.
-6.1%
-$413,384.58 
INTC Intel Corporation
-6%
-$240,236.77 
AMD Advanced Micro Devices, Inc.
-5.79%
-$341,881.12 
XSD SPDR S&P Semiconductor ETF
-5.58%
-$2,399.6 
GE General Electric Company
-5.52%
-$105,085.68 
VST Vistra Corp
-5.39%
-$14,454.42 
FCX Freeport-McMoRan Inc.
-4.95%
-$24,933.12 
TER Teradyne, Inc.
-4.93%
-$20,399.86 
MS Morgan Stanley
-4.58%
-$152,924.9 
ORCL Oracle Corporation
-4.53%
-$83,754 
ALB Albemarle Corporation
-4.46%
-$6,789.3 
LRCX Lam Research Corporation
-4.45%
-$1.42M 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-4.42%
-$14,917.5 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$23,624.81 
GS The Goldman Sachs Group, Inc.
-4.35%
-$107,675.65 
NLR VanEck Uranium and Nuclear ETF
-4.19%
-$9,008.86 
AVGO Broadcom Inc.
-4.18%
-$1.08M 
XME SPDR S&P Metals & Mining ETF
-3.94%
-$1,017.5 
NEM Newmont Corporation
-3.89%
-$30,495.4 
CI The Cigna Group
-3.87%
-$330,767.5 
ETN Eaton Corporation plc
-3.73%
-$185,937.06 
CAT Caterpillar Inc.
-3.64%
-$1.13M 
NRG NRG Energy, Inc.
-3.63%
-$6,960 
QCOM QUALCOMM Incorporated
-3.61%
-$28,453.86 
HWM Howmet Aerospace Inc.
-3.57%
-$21,065.4 
TXN Texas Instruments Inc
-3.5%
-$386,580.6 
CLOV Clover Health Investments, Corp.
-3.42%
-$35,200 
GDX VanEck Gold Miners ETF
-3.38%
-$12,525 
COPX Global X Copper Miners ETF
-3.35%
-$2,197.25 
AU AngloGold Ashanti plc
-3.31%
-$6,625.98 
SLV iShares Silver Trust
-3.28%
-$10,457.26 
CMI Cummins Inc.
-3.22%
-$31,250.19 
AEM Agnico Eagle Mines Limited
-3.12%
-$7,309.5 
B BARRICK MINING CORP Common Stock (ABR0)
-3.08%
-$5,525 
APP AppLovin Corporation Class A Common Stock
-3.05%
-$18,063.48 
KGC Kinross Gold Corporation
-3.04%
-$10,800 
PWR Quanta Services Inc.
-2.96%
-$19,468.8 
KEYS Keysight Technologies, Inc.
-2.96%
-$22,667.02 
ELV Elevance Health, Inc.
-2.95%
-$9,304.71 
SPMO Invesco S&P 500 Momentum ETF
-2.93%
-$28,907.93 
MTUM iShares MSCI USA Momentum Factor ETF
-2.93%
-$989.28 
COIN Coinbase Global, Inc.
-2.87%
-$6,547.2 
CEG Constellation Energy Corporation
-2.85%
-$17,106.51 
GEV GE Vernova Inc.
-2.81%
-$45,486.09 
AIQ Global X Artificial Intelligence & Technology ETF
-2.8%
-$855 
DELL Dell Technologies Inc.
-2.74%
-$29,523.35 
ADI Analog Devices, Inc.
-2.72%
-$27,346.5 
XBI SPDR S&P Biotech ETF
-2.67%
-$5,237.52 
ANET Arista Networks, Inc.
-2.66%
-$28,804.71 
XAR SPDR S&P Aerospace & Defense ETF
-2.65%
-$777.15 
CSCO Cisco Systems, Inc.
-2.65%
-$85,736.4 
NVDA NVIDIA Corporation
-2.58%
-$1.6M 
FTK Flotek Industries Inc.
-2.45%
-$25,234.56 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.38%
-$1,861.77 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$57,961.42 
EEM iShares MSCI Emerging Markets ETF
-2.32%
-$39,320.88 
KLAC KLA Corporation
-2.3%
-$620,151.65 
AMAT Applied Materials, Inc.
-2.24%
-$601,898.25 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$122,222.93 
BWXT Bwx Technologies Inc.
-2.11%
-$4,341.73 
SNX TD Synnex Corporation
-2.1%
-$9,678.28 
FTNT Fortinet Inc.
-2.08%
-$18,919.88 
DFAE Dimensional Emerging Core Equity Market ETF
-2.01%
-$262.73 
VGT Vanguard Information Technology ETF
-2%
-$279.6 
APH Amphenol Corporation
-2%
-$351,686.28 
EVR Evercore Inc.
-1.93%
-$5,271.86 
CDNS Cadence Design Systems, Inc.
-1.9%
-$13,348.18 
EBAY eBay Inc.
-1.88%
-$8,223.93 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$132.3 
META Meta Platforms Inc Class A
-1.85%
-$385,668.5 
IYW iShares U.S. Technology ETF
-1.82%
-$4,385.04 
GLD SPDR Gold Shares
-1.82%
-$26,964.91 
IAU iShares Gold Trust
-1.78%
-$4,475.56 
TSLA Tesla, Inc.
-1.72%
-$110,948.8 
C Citigroup Inc.
-1.72%
-$35,964.48 
CRWD CrowdStrike Holdings, Inc.
-1.69%
-$33,964 
EQIX Equinix, Inc.
-1.62%
-$12,202.88 
EWZ iShares MSCI Brazil ETF
-1.62%
-$94.54 
BBJP JPMorgan BetaBuilders Japan Fund
-1.58%
-$6,602.37 
IMTM iShares MSCI International Momentum Factor ETF
-1.54%
-$529.75 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$33,660 
DLR Digital Realty Trust, Inc.
-1.51%
-$4,729.48 
DASH DoorDash, Inc.
-1.46%
-$4,977.69 
BKR Baker Hughes Company
-1.42%
-$3,650.71 
UI Ubiquiti Inc.
-1.42%
-$2,690.79 
BNY BlackRock New York Municipal Income Trust
-1.38%
-$12,082.59 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$27,992.54 
HLT Hilton Worldwide Holdings Inc.
-1.33%
-$13,783.86 
JCI Johnson Controls International plc
-1.32%
-$10,291.05 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.29%
-$348.75 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.28%
-$237.35 
EEMA iShares MSCI Emerging Markets Asia ETF
-1.28%
-$30.45 
DDOG Datadog, Inc. Class A Common Stock
-1.26%
-$7,827.3 
RTX RTX Corporation
-1.26%
-$68,164.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.22%
-$3,878.75 
VOOG Vanguard S&P 500 Growth ETF
-1.22%
-$8,812.23 
IWO iShares Russell 2000 Growth ETF
-1.21%
-$92.5 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.19%
-$103.82 
SCHF Schwab International Equity ETF
-1.18%
-$4,893.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$40,406.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$85,370.25 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$71,301.2 
GFR Greenfire Resources Ltd.
-1.12%
-$1,557.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$171,691.17 
BA Boeing Company
-1.06%
-$23,666.24 
WBD Warner Bros. Discovery, Inc.
-1.04%
-$2,592.93 
SLB Schlumberger Limited
-1.04%
-$5,408.86 
RCL Royal Caribbean Group
-0.99%
-$3,991.46 
GM General Motors Company
-0.99%
-$8,400.7 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$12,733.6 
RBC RBC Bearings Incorporated
-0.94%
-$4,388.4 
LHX L3Harris Technologies, Inc.
-0.93%
-$2,814.18 
VUG Vanguard Growth ETF
-0.93%
-$6,694.41 
SPHQ Invesco S&P 500 Quality ETF
-0.92%
-$795 
HAL Halliburton Company
-0.92%
-$4,972.18 
IYM iShares U.S. Basic Materials ETF
-0.89%
-$321.36 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$2,753.08 
SNPS Synopsys, Inc.
-0.82%
-$5,881.39 
TT Trane Technologies plc
-0.81%
-$90,915.55 
PANW Palo Alto Networks, Inc.
-0.81%
-$17,094.22 
EFA iShares MSCI EAFE ETF
-0.76%
-$10,688 
BKNG Booking Holdings Inc.
-0.76%
-$9,401.67 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$472,428.72 
STT State Street Corp
-0.73%
-$2,583.82 
EWL iShares MSCI Switzerland ETF
-0.73%
-$131.1 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$2,941.53 
THRO iShares U.S. Thematic Rotation Active ETF
-0.68%
-$1,177.35 
LB LandBridge Company LLC
-0.68%
-$1,590 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.63%
-$69.92 
OWL Blue Owl Capital Inc.
-0.62%
-$7,728.78 
ASML ASML Holding N.V. New York Registry Shares
-0.61%
-$26,341.21 
DFIC Dimensional International Core Equity Market ETF
-0.61%
-$212.06 
NOW ServiceNow, Inc.
-0.6%
-$8,355.06 
VT Vanguard Total World Stock ETF
-0.59%
-$5,546.52 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$126.42 
XPH SPDR S&P Pharmaceuticals ETF
-0.57%
-$182.87 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.51%
-$4,327.52 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$120.05 
ARW Arrow Electronics Inc.
-0.48%
-$3,679.83 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$3,810.37 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.47%
-$392.43 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$0.16 
CVE Cenovus Energy Inc.
-0.46%
-$1,000 
EW Edwards Lifesciences Corporation
-0.45%
-$1,756.96 
MGC Vanguard Mega Cap ETF
-0.4%
-$334.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.39%
-$510 
KCE SPDR S&P Capital Markets ETF
-0.39%
-$109.37 
OEF iShares S&P 100 ETF
-0.37%
-$2,880.68 
YUM Yum! Brands, Inc.
-0.36%
-$1,100 
BLK BlackRock, Inc.
-0.36%
-$65,176.8 
PLTR Palantir Technologies Inc.
-0.36%
-$8,362.93 
VOX Vanguard Communication Services ETF
-0.34%
-$153.43 
A Agilent Technologies Inc.
-0.34%
-$1,447.65 
IVV iShares Core S&P 500 ETF
-0.34%
-$24,347.72 
VIS Vanguard Industrials ETF
-0.34%
-$139.82 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$32,774.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$112.98 
EXPE Expedia Group, Inc.
-0.33%
-$822.05 
VOO Vanguard S&P 500 ETF
-0.33%
-$387,718.8 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$58,614.42 
JPM JPMorgan Chase & Co.
-0.32%
-$79,571.08 
NOC Northrop Grumman Corporation
-0.31%
-$1,846.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$2,568.42 
PFG Principal Financial Group, Inc.
-0.29%
-$857.84 
IRM Iron Mountain Inc.
-0.28%
-$813.4 
DOW Dow Inc.
-0.27%
-$987.2 
IWB iShares Russell 1000 ETF
-0.27%
-$30,264.85 
TDG TransDigm Group Inc.
-0.25%
-$736.32 
PGR Progressive Corporation
-0.23%
-$19,850.45 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$613.69 
EWC iShares MSCI Canada ETF
-0.18%
-$43.45 
DFAU Dimensional US Core Equity Market ETF
-0.18%
-$90.63 
VAW Vanguard Materials ETF
-0.17%
-$11.02 
AKAM Akamai Technologies Inc.
-0.12%
-$304.65 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$275.4 
APA APA Corporation
-0.09%
-$151.92 
NEE NextEra Energy, Inc.
-0.08%
-$1,516.69 
CME CME Group Inc.
-0.07%
-$4,413.73 
XYLD Global X S&P 500 Covered Call ETF
-0.06%
-$12.6 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$413.81 
ETR Entergy Corporation
-0.05%
-$5,364.15 
VO Vanguard Mid-Cap ETF
-0.04%
-$247.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$471.59 
F Ford Motor Company
-0.04%
-$199.98 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$13.76 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.03%
-$13.75 
BBCA JPMorgan BetaBuilders Canada ETF
-0.02%
-$15.7 
AMT American Tower Corporation
-0.02%
-$77.42 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$2.61 Events
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Dividends
Dividend Analysis
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| Trades 2842 | Longs Won 1412/2842 49% | Profit Factor 6.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $746,875.44 |
| Average Win $285,591.6 | Best Trade (Jul 10) $20.02M | Sharpe Ratio -10.47 |
| Average Loss -$46,010.75 | Worst Trade (Mar 31) -$4.36M | Z-Score -5.57 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $118,740.31 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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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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