Rajiv Shah Portfolio
Invests via KINGSWOOD WEALTH ADVISORS, LLC | Managed by Rajiv Shah
Invests via KINGSWOOD WEALTH ADVISORS, LLC
Managed by Rajiv Shah
Automatically Tracked
Rajiv Shah Profile
Seasoned global development executive with a track record mobilizing philanthropic and catalytic capital for health, resilience and climate initiatives across emerging markets. Rajiv Shah is a physician-turned-executive who has led major philanthropic institutions and government development programs, coordinating large-scale grant portfolios, public–private partnerships and data-driven interventions that attract private investors and institutional donors. Focused on scaling impact through blended finance, policy engagement and measurement frameworks, his profile is relevant to investors tracking philanthropic capital flows, impact funds and socially aligned corporate partnerships. Known for convening multisector coalitions, advising on program design and directing operational teams to deploy capital for measurable outcomes.
Seasoned global development executive with a track record mobilizing philanthropic and catalytic capital for health, resilience and climate initiatives across emerging markets. Rajiv Shah is a physician-turned-executive who has led major philanthropic institutions and government development programs, coordinating large-scale grant portfolios, public–private partnerships and data-driven interventions that attract private investors and institutional donors. Focused on scaling impact through blended finance, policy engagement and measurement frameworks, his profile is relevant to investors tracking philanthropic capital flows, impact funds and socially aligned corporate partnerships. Known for convening multisector coalitions, advising on program design and directing operational teams to deploy capital for measurable outcomes.
Investment Philosophy & Strategy
Prioritizes catalytic, patient capital that blends philanthropic grants, concessional finance and private investment to scale health, climate and resilience solutions in emerging markets. Uses policy engagement, multisector partnerships and rigorous measurement to de-risk early-stage models and attract commercial follow‑on funding. Focuses on outcome-driven underwriting, portfolio diversification by geography and instrument, and staged capital deployment tied to metrics. Emphasizes convening power and operational support to translate grants into investable, scalable enterprises.
Prioritizes catalytic, patient capital that blends philanthropic grants, concessional finance and private investment to scale health, climate and resilience solutions in emerging markets. Uses policy engagement, multisector partnerships and rigorous measurement to de-risk early-stage models and attract commercial follow‑on funding. Focuses on outcome-driven underwriting, portfolio diversification by geography and instrument, and staged capital deployment tied to metrics. Emphasizes convening power and operational support to translate grants into investable, scalable enterprises.
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:
86.8%
Gain +0.11%
Monthly
1.61%
Yearly
21.19%
Drawdown
28.56%
$2.48B
Equity
Holdings
$2.48B
Investment
$2.07B
$755.24M
Profit +$1.27M
Realized
$322.94M
Unrealized
$432.3M
Dividends
$80.19M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$1.27M
Win %
68%
This Week
Compared To Last Week
Gain
-1.4%
Profit
-$35.24M
Win %
68%
This Month
Compared to last month
Gain
0.14%
Profit
$3.33M
Win %
68%
This Year
Compared to last year
Gain
0.06%
Profit
$1.73M
Win %
67%
BTC Grayscale Bitcoin Mini Trust ETF
+61.35%
+$1.23M 
KBSR KBS Real Estate Investment Trust
+60.71%
+$4,794.68 
GLDB IDX Alternative FIAT ETF
+24.76%
+$171,582.11 
OPEN Opendoor Technologies Inc.
+9.04%
+$2,565 
CAVA Cava Group Inc.
+5.97%
+$10,505.88 
ATYR Atyr Pharma Inc.
+5.46%
+$520 
PSKY Paramount Skydance Corporation Class B Common Stock
+5.45%
+$8,307.25 
APP AppLovin Corporation Class A Common Stock
+5.38%
+$27,166.23 
NOW ServiceNow, Inc.
+5.32%
+$110,692.32 
ADSK Autodesk, Inc.
+5.23%
+$36,681.06 
BLDR Builders FirstSource, Inc.
+5.21%
+$8,381.81 
RDDT Reddit Inc Class A
+5.17%
+$12,849.97 
IONQ IonQ, Inc.
+5.17%
+$12,052.62 
COKE Coca-Cola Consolidated Inc.
+5.16%
+$87,616.8 
CVCO Cavco Industries Inc.
+5.06%
+$11,324.04 
LLY Eli Lilly and Company
+4.84%
+$530,497.08 
KGC Kinross Gold Corporation
+4.81%
+$14,329.44 
CPB The Campbell's Company
+4.76%
+$29,000.79 
AZO AutoZone Inc.
+4.68%
+$52,690 
TTWO Take-Two Interactive Software, Inc.
+4.58%
+$37,776.37 
AEM Agnico Eagle Mines Limited
+4.5%
+$21,157.69 
HONA Honeywell Aerospace Inc.
+4.47%
+$55,750.45 
RKT Rocket Companies, Inc. Class A
+4.32%
+$6,812.26 
DHI D.R. Horton, Inc.
+4.2%
+$9,284.55 
QXO Qxo Inc.
+4.16%
+$4,947.15 
FINV FinVolution Group
+4.15%
+$1,548.75 
BBAI BigBear.ai Holdings Inc.
+4.13%
+$1,092.6 
RL Ralph Lauren Corporation
+4.12%
+$17,350.36 
HLT Hilton Worldwide Holdings Inc.
+4.08%
+$24,276.07 
COIN Coinbase Global, Inc.
+3.99%
+$41,179.2 
MSTR Strategy Inc.
+3.97%
+$238,410.58 
MAS Masco Corporation
+3.95%
+$30,535.38 
KMB Kimberly-Clark Corporation
+3.94%
+$28,227.92 
BKNG Booking Holdings Inc.
+3.88%
+$24,690.64 
GILD Gilead Sciences Inc.
+3.87%
+$63,474.95 
ADBE Adobe Inc.
+3.84%
+$16,447.22 
SYM Symbotic Inc. Class A
+3.84%
+$11,734.58 
UNH UnitedHealth Group Incorporated
+3.79%
+$139,245 
MAR Marriott International Inc. - Class A
+3.72%
+$21,407.16 
NVO Novo Nordisk A/S Sponsored ADR
+3.71%
+$15,064.09 
DASH DoorDash, Inc.
+3.63%
+$16,192.33 
LOW Lowe's Companies Inc.
+3.6%
+$67,488.12 
AZN AstraZeneca PLC American Depositary Shares
+3.57%
+$28,478.06 
ABNB Airbnb, Inc.
+3.52%
+$12,106.92 
SPGI S&P Global Inc.
+3.51%
+$7,987.37 
BR Broadridge Financial Solutions, Inc.
+3.45%
+$13,682.57 
CRM Salesforce Inc
+3.45%
+$70,714.74 
VSTS Vestis Corporation
+3.44%
+$6,277.44 
SHW The Sherwin-Williams Company
+3.41%
+$10,396.39 
REGN Regeneron Pharmaceuticals, Inc.
+3.4%
+$19,610.01 
BRSP BrightSpire Capital Inc.
+3.38%
+$1,552.5 
SYK Stryker Corporation
+3.35%
+$21,019.47 
AMGN Amgen Inc.
+3.35%
+$91,050.16 
BLK BlackRock, Inc.
+3.34%
+$41,101.24 
NFLX Netflix, Inc.
+3.34%
+$145,548.42 
CGAU Centerra Gold Inc.
+3.32%
+$17,506.3 
CRH CRH plc
+3.28%
+$39,316.85 
HD The Home Depot, Inc.
+3.28%
+$197,215.45 
BCE BCE Inc.
+3.25%
+$8,352 
PAYX Paychex Inc.
+3.23%
+$25,277 
BMNR Bitmine Immersion Technologies, Inc.
+3.21%
+$39,131.95 
CION Cion Investment Corporation
+3.2%
+$3,110.19 
AMPL Amplitude, Inc.
+3.14%
+$15,061.44 
MFA MFA Financial Inc.
+3.13%
+$5,535 
AKRE Akre Focus ETF
+3.11%
+$12,260.51 
BMY Bristol-Myers Squibb Company
+3.1%
+$65,915.04 
MCHP Microchip Technology Incorporated
+3.09%
+$8,751.6 
B BARRICK MINING CORP Common Stock (ABR0)
+3.09%
+$10,048.8 
GDXJ VanEck Junior Gold Miners ETF
+3.06%
+$13,433.85 
DHR Danaher Corporation
+3.04%
+$8,257.47 
ABTC Gryphon Digital Mining, Inc
+3.03%
+$185.51 
GEHC GE HealthCare Technologies Inc.
+2.98%
+$8,753.64 
CI The Cigna Group
+2.97%
+$41,678.73 
GDX VanEck Gold Miners ETF
+2.96%
+$61,604.27 
CMCSA Comcast Corp
+2.94%
+$7,983.13 
PHM PulteGroup Inc.
+2.9%
+$11,567.33 
WSM Williams-Sonoma, Inc.
+2.87%
+$14,522.02 
TGTX TG Therapeutics, Inc.
+2.87%
+$9,959.04 
SIRI Sirius XM Holdings Inc.
+2.87%
+$9,075.92 
TMO Thermo Fisher Scientific Inc.
+2.86%
+$59,154.94 
SBUX Starbucks Corporation
+2.85%
+$27,642.72 
MTN Vail Resorts, Inc.
+2.83%
+$16,171.29 
WM Waste Management, Inc.
+2.81%
+$40,013.44 
DPZ Domino's Pizza Inc.
+2.81%
+$6,391 
NVS Novartis AG Sponsored ADR
+2.79%
+$16,192.31 
GSK GSK plc Sponsored ADR
+2.74%
+$13,124.89 
SOFI SoFi Technologies, Inc.
+2.71%
+$6,541.15 
PSA Public Storage Common Stock
+2.69%
+$6,180.93 
ADP Automatic Data Processing Inc.
+2.65%
+$23,501.52 
KBWD Invesco KBW High Dividend Yield Financial ETF
+2.64%
+$22,130.35 
RACE Ferrari N.V.
+2.63%
+$9,007.95 
NLST Netlist Inc.
+2.6%
+$6,690 
BX Blackstone Inc.
+2.58%
+$37,532.52 
ORLY O'Reilly Automotive Inc.
+2.58%
+$22,021.46 
SLV iShares Silver Trust
+2.56%
+$45,115.07 
IHE iShares U.S. Pharmaceuticals ETF
+2.55%
+$11,359.33 
XSW SPDR S&P Software & Services ETF
+2.54%
+$11,560.36 
WFC Wells Fargo & Company
+2.52%
+$57,162.84 
PSEC Prospect Capital Corporation
+2.5%
+$9,123.64 
ORCL Oracle Corporation
+2.47%
+$95,717.82 
XLV Health Care Select Sector SPDR Fund
+2.47%
+$24,414.33 
IBB iShares Biotechnology ETF
+2.42%
+$17,469.78 
DRI Darden Restaurants, Inc.
+2.38%
+$40,255.36 
SCI Service Corporation International
+2.38%
+$19,117.35 
VHT Vanguard Health Care ETF
+2.37%
+$53,526.98 
YUM Yum! Brands, Inc.
+2.33%
+$11,795.19 
TOL Toll Brothers Inc
+2.32%
+$7,568.94 
IBM International Business Machines Corporation
+2.31%
+$118,699.43 
T AT&T Inc.
+2.3%
+$51,002 
DG Dollar General Corporation
+2.28%
+$9,149.36 
VRTX Vertex Pharmaceuticals Incorporated
+2.27%
+$15,747.86 
BIIB Biogen Inc.
+2.26%
+$8,216.12 
NLY Annaly Capital Management, Inc.
+2.26%
+$8,065.93 
ULTA Ulta Beauty Inc.
+2.25%
+$8,377.53 
EWL iShares MSCI Switzerland ETF
+2.24%
+$5,039.24 
TFC Truist Financial Corporation
+2.24%
+$29,626.92 
TNA Direxion Daily Small Cap Bull 3X Shares
+2.23%
+$4,683.84 
PDI Pimco Dynamic Income Fund
+2.22%
+$4,500.27 
HL Hecla Mining Company
+2.21%
+$3,554.76 
JPC Nuveen Preferred & Income Opportunities Fund
+2.2%
+$5,443.44 
RPM RPM International Inc.
+2.19%
+$5,274.56 
NEM Newmont Corporation
+2.18%
+$7,112.61 
THW abrdn World Healthcare Fund
+2.18%
+$3,548.22 
DIS The Walt Disney Company
+2.17%
+$38,033.76 
HRL Hormel Foods Corporation
+2.17%
+$4,747.2 
V Visa Inc. Class A
+2.17%
+$155,253.71 
KNSL Kinsale Capital Group Inc.
+2.16%
+$6,846.31 
HTGC Hercules Capital Inc.
+2.14%
+$3,511.2 
GBDC Golub Capital BDC, Inc.
+2.11%
+$2,672.91 
LUV Southwest Airlines Co.
+2.11%
+$3,612.16 
UBER Uber Technologies, Inc.
+2.09%
+$27,623.95 
WPC W. P. Carey Inc.
+2.08%
+$5,702.8 
FXH First Trust Health Care AlphaDEX Fund
+2.08%
+$90,033.46 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+2.08%
+$4,808.04 
KDP Keurig Dr Pepper Inc.
+2.07%
+$8,261.78 
WMT Walmart Inc.
+2.07%
+$264,895.2 
ZION Zions Bancorporation, National Association
+2.06%
+$4,632.96 
XBI SPDR S&P Biotech ETF
+2.05%
+$43,253.7 
FIS Fidelity National Information Services, Inc.
+2.04%
+$10,131.15 
STZ Constellation Brands, Inc.
+2.03%
+$9,857.54 
OBDC Blue Owl Capital Corporation
+2.03%
+$24,416.94 
SAP SAP SE Sponsored ADR
+2.02%
+$7,854.23 
USB U.S. Bancorp
+2.02%
+$16,084.08 
BTI British American Tobacco p.l.c. ADR
+2.01%
+$20,644.26 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.99%
+$8,752.75 
SMR NuScale Power Corporation
+1.97%
+$2,660.87 
IHI iShares U.S. Medical Devices ETF
+1.96%
+$16,201.89 
ABBV AbbVie Inc.
+1.96%
+$204,499.44 
ROST Ross Stores, Inc.
+1.93%
+$5,320.77 
ECC Eagle Point Credit Company Inc.
+1.93%
+$866.91 
CVS CVS Health Corporation
+1.93%
+$25,833.78 
QCOM QUALCOMM Incorporated
+1.9%
+$73,960.72 
MNST Monster Beverage Corporation
+1.89%
+$4,811.27 
CFG Citizens Financial Group, Inc.
+1.89%
+$4,393.14 
RPC P10 Inc.
+1.88%
+$7,690.5 
NAN Nuveen New York Quality Municipal Income Fund
+1.88%
+$2,340 
PNFP Pinnacle Financial Partners Inc.
+1.87%
+$4,532.7 
BIZD VanEck BDC Income ETF
+1.87%
+$25,172.33 
MCD McDonald's Corporation
+1.87%
+$58,177.85 
F Ford Motor Company
+1.87%
+$9,670.95 
TIGO Millicom International Cellular S.A.
+1.85%
+$4,644.33 
COF Capital One Financial Corporation
+1.85%
+$33,397.11 
MA Mastercard Incorporated
+1.85%
+$79,860.29 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+1.83%
+$23,595.6 
BSX Boston Scientific Corporation
+1.81%
+$8,394.36 
CCJ Cameco Corporation
+1.81%
+$3,383.65 
RF Regions Financial Corporation
+1.8%
+$13,393.27 
FITB Fifth Third Bancorp
+1.8%
+$5,999.19 
WPM Wheaton Precious Metals Corp.
+1.8%
+$22,595.79 
ARCC Ares Capital Corporation
+1.8%
+$10,909.94 
BITX 2X BITCOIN STRATEGY ETF
+1.8%
+$85,438.4 
LAMR Lamar Advertising Company
+1.79%
+$253,968.66 
MOAT VanEck Morningstar Wide Moat Fund
+1.79%
+$29,407.11 
WAT Waters Corporation
+1.79%
+$5,919.99 
HUM Humana Inc.
+1.78%
+$48,679.4 
JOYY JOYY Inc. American Depositary Shares
+1.71%
+$6,997.83 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.71%
+$3,632.68 
CTAS Cintas Corporation
+1.71%
+$11,043.12 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.7%
+$4,969.62 
LMT Lockheed Martin Corporation
+1.7%
+$80,486.56 
RNST Renasant Corporation
+1.7%
+$47,072.52 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.69%
+$22,580.22 
GNT GAMCO Natural Resources, Gold & Income Trust
+1.68%
+$5,432 
ENVA Enova International Inc.
+1.67%
+$2,939.11 
UTHR United Therapeutics Corporation
+1.67%
+$5,216.45 
MDLZ Mondelez International, Inc.
+1.66%
+$4,195.36 
UL Unilever PLC Sponsored American Depositary Receipt
+1.65%
+$4,484.81 
CFR Cullen/Frost Bankers Inc.
+1.65%
+$6,299.97 
MTB M&T Bank Corporation
+1.64%
+$7,210.04 
SYY Sysco Corporation
+1.64%
+$14,911.96 
KRE SPDR S&P Regional Banking ETF
+1.63%
+$21,377.44 
ICE Intercontinental Exchange, Inc.
+1.63%
+$5,080.24 
ONDS Ondas Holdings Inc.
+1.63%
+$1,298 
UPS United Parcel Service, Inc.
+1.63%
+$39,656.76 
AWK American Water Works Company, Inc.
+1.61%
+$4,475.23 
FSCO FS Credit Opportunities Corp.
+1.6%
+$4,610.88 
PFE Pfizer Inc.
+1.57%
+$36,739.74 
GPC Genuine Parts Company
+1.55%
+$30,846.78 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+1.55%
+$35,403.79 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+1.53%
+$5,595.9 
VCR Vanguard Consumer Discretionary ETF
+1.53%
+$7,977.38 
DOW Dow Inc.
+1.52%
+$7,132.46 
DGX Quest Diagnostics Inc.
+1.52%
+$13,590.76 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.52%
+$4,394.02 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.52%
+$4,427.15 
FXO First Trust Financials AlphaDEX Fund
+1.52%
+$3,092.05 
PID Invesco International Dividend Achievers ETF
+1.51%
+$3,832.04 
SYLD Cambria Shareholder Yield ETF
+1.5%
+$31,260.4 
TXT Textron Inc.
+1.5%
+$3,604.17 
ICOW Pacer Developed Markets International ETF
+1.5%
+$5,888.61 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.49%
+$12,252.02 
MCK McKesson Corporation
+1.49%
+$29,705.2 
RCL Royal Caribbean Group
+1.48%
+$6,988.19 
ABT Abbott Laboratories
+1.48%
+$18,010.48 
GH Guardant Health Inc.
+1.47%
+$12,107.95 
XLC Communication Services Select Sector SPDR Fund
+1.47%
+$6,875.34 
FCNCA First Citizens BancShares, Inc.
+1.46%
+$7,271.75 
FTCS First Trust Capital Strength ETF
+1.46%
+$125,887.26 
CAH Cardinal Health Inc.
+1.45%
+$9,678.61 
TDG TransDigm Group Inc.
+1.45%
+$3,663.96 
ALL Allstate Corporation
+1.44%
+$19,543.2 
KEY KeyCorp
+1.44%
+$11,399.15 
PRU Prudential Financial, Inc.
+1.44%
+$5,670.77 
AXP American Express Company
+1.43%
+$17,054.36 
WTRG Essential Utilities Inc.
+1.43%
+$3,176.04 
ECL Ecolab Inc.
+1.42%
+$12,036.9 
OWL Blue Owl Capital Inc.
+1.42%
+$8,351.37 
XLB Materials Select Sector SPDR Fund
+1.42%
+$7,963.68 
ISRG Intuitive Surgical, Inc.
+1.42%
+$19,203.15 
KIE SPDR S&P Insurance ETF
+1.41%
+$2,838 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.4%
+$84,372.6 
IGRO iShares International Dividend Growth ETF
+1.39%
+$12,335.52 
BWXT Bwx Technologies Inc.
+1.38%
+$4,010.8 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.37%
+$5,646.48 
SCHD Schwab U.S. Dividend Equity ETF
+1.36%
+$173,993.16 
FDXF FedEx Freight Holding Company Inc.
+1.33%
+$2,499.8 
VFLO VictoryShares Free Cash Flow ETF
+1.32%
+$10,665.2 
DWLD Davis Select Worldwide ETF
+1.32%
+$2,978.13 
VNQ Vanguard Real Estate ETF
+1.31%
+$15,414.48 
OZ Belpointe PREP LLC
+1.31%
+$2,615.13 
O Realty Income Corporation
+1.3%
+$9,423.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.29%
+$9,425.52 
ACP abrdn Income Credit Strategies Fund
+1.29%
+$848.49 
SDY SPDR S&P Dividend ETF
+1.29%
+$84,395.4 
BUL Pacer US Cash Cows Growth ETF
+1.28%
+$6,868.68 
UDR UDR Inc.
+1.28%
+$6,409.29 
SHLD Global X Defense Tech ETF
+1.27%
+$3,192 
AQN Algonquin Power & Utilities Corp.
+1.26%
+$1,147.9 
BMEZ BlackRock Health Sciences Trust II
+1.26%
+$2,155.78 
PKG Packaging Corporation of America
+1.26%
+$3,589.37 
CM Canadian Imperial Bank of Commerce
+1.25%
+$10,195.62 
HWC Hancock Whitney Corporation
+1.24%
+$2,948.88 
DON WisdomTree U.S. MidCap Dividend Fund
+1.24%
+$25,988.92 
MELI MercadoLibre, Inc.
+1.24%
+$7,133.27 
TLH iShares 10-20 Year Treasury Bond ETF
+1.24%
+$3,492.55 
FSK FS KKR Capital Corp.
+1.23%
+$13,563.16 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.23%
+$3,567.33 
WELL Welltower Inc.
+1.22%
+$18,715.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.22%
+$34,318.5 
OUNZ VanEck Merk Gold Trust
+1.22%
+$5,264.21 
CLX The Clorox Company
+1.21%
+$2,569.85 
BA Boeing Company
+1.21%
+$56,454.68 
CME CME Group Inc.
+1.21%
+$36,982.07 
MSI Motorola Solutions, Inc.
+1.2%
+$41,262.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$29,435.67 
FTCE First Trust New Constructs Core Earnings Leaders ETF
+1.2%
+$20,850.54 
IAU iShares Gold Trust
+1.2%
+$24,196.15 
BMO Bank of Montreal
+1.2%
+$2,363.76 
ROIV Roivant Sciences Ltd
+1.19%
+$2,316.8 
HOOD Robinhood Markets, Inc.
+1.19%
+$10,633.18 
FEGE First Eagle Global Equity ETF
+1.19%
+$5,683.39 
AB AllianceBernstein Holding L.P.
+1.18%
+$14,219.55 
GLD SPDR Gold Shares
+1.18%
+$119,548.01 
SCHH Schwab U.S. REIT ETF
+1.17%
+$22,237.28 
USRT iShares Core U.S. REIT ETF
+1.17%
+$4,423.68 
IYF iShares U.S. Financials ETF
+1.17%
+$7,340.8 
XLF Financial Select Sector SPDR Fund
+1.17%
+$105,309.04 
IRT Independence Realty Trust Inc.
+1.16%
+$1,880.54 
GLDM SPDR Gold MiniShares Trust
+1.16%
+$2,753.26 
PWZ Invesco California AMT-Free Municipal Bond ETF
+1.16%
+$3,833.96 
LHX L3Harris Technologies, Inc.
+1.15%
+$19,904.96 
COWZ Pacer US Cash Cows 100 ETF
+1.14%
+$8,559.65 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.14%
+$5,364.93 
BAC Bank of America Corporation
+1.14%
+$63,743.36 
FVD First Trust Value Line Dividend Index Fund
+1.13%
+$21,470.82 
VAW Vanguard Materials ETF
+1.12%
+$68,547.6 
NLR VanEck Uranium and Nuclear ETF
+1.11%
+$63,670.95 
TJX The TJX Companies, Inc.
+1.11%
+$23,358.72 
VGK Vanguard FTSE Europe ETF
+1.1%
+$3,227.18 
MDT Medtronic plc
+1.09%
+$8,948.64 
IWS iShares Russell Mid-Cap Value ETF
+1.09%
+$9,190.4 
RY Royal Bank of Canada
+1.09%
+$4,676.24 
MRK Merck & Co., Inc.
+1.09%
+$50,610.46 
DSL DoubleLine Income Solutions Fund
+1.09%
+$1,552.11 
FNX First Trust Mid Cap Core AlphaDEX Fund
+1.09%
+$3,174.2 
IEUR iShares Core MSCI Europe ETF
+1.08%
+$2,722.34 
HYD VanEck High Yield Muni ETF
+1.08%
+$2,024.88 
NGG National Grid plc Sponsored ADR
+1.08%
+$5,173.09 
GAB Gabelli Equity Trust Inc.
+1.07%
+$3,922.66 
NTRS Northern Trust Corporation
+1.06%
+$3,100.16 
FCOM Fidelity MSCI Communication Services Index ETF
+1.06%
+$48,001.46 
IBIT iShares Bitcoin Trust
+1.06%
+$51,033.5 
XLP Consumer Staples Select Sector SPDR Fund
+1.06%
+$3,185.92 
PAYR Federated Hermes Enhanced Income ETF
+1.05%
+$32,993.74 
ICF iShares Cohen & Steers Realty Majors ETF
+1.05%
+$18,693 
ETHA iShares Ethereum Trust
+1.04%
+$12,643.05 
FEOE First Eagle Overseas Equity ETF
+1.04%
+$27,995.75 
OKLO Oklo Inc.
+1.03%
+$3,148.49 
GBTC Grayscale Bitcoin Trust ETF
+1.03%
+$180,954.15 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
+1.02%
+$61,077.72 
IJS iShares S&P Small-Cap 600 Value ETF
+1.01%
+$7,343.97 
RSP Invesco S&P 500 Equal Weight ETF
+1.01%
+$28,780.91 
MSFT Microsoft Corp.
+1%
+$514,913.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1%
+$20,069.91 
DFSV Dimensional US Small Cap Value ETF
+0.99%
+$29,585.62 
PDO PIMCO Dynamic Income Opportunities Fund
+0.98%
+$1,399.55 
IWN iShares Russell 2000 Value ETF
+0.98%
+$3,323.09 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.98%
+$27,999.3 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.97%
+$2,771.68 
SPOT Spotify Technology S.A.
+0.97%
+$3,652.51 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.97%
+$7,270.08 
DVY iShares Select Dividend ETF
+0.96%
+$99,063 
XAR SPDR S&P Aerospace & Defense ETF
+0.95%
+$5,779.2 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.95%
+$24,187.1 
IGV iShares Expanded Tech-Software Sector ETF
+0.95%
+$7,170.6 
TGT Target Corporation
+0.95%
+$16,577.19 
ED Consolidated Edison, Inc.
+0.94%
+$5,327.16 
IAUI Neos Gold High Income ETF
+0.94%
+$7,853.4 
GGLL Direxion Daily GOOGL Bull 2x Shares
+0.94%
+$1,900 
UAL United Airlines Holdings, Inc.
+0.93%
+$3,024.96 
IGLD FT Vest Gold Strategy Target Fund
+0.93%
+$11,963.58 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.93%
+$72,207.08 
LMUB iShares Long-Term National Muni Bond ETF
+0.92%
+$3,387.97 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$26,696.12 
VZ Verizon Communications Inc.
+0.91%
+$45,259.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.91%
+$78,277.68 
VFQY Vanguard U.S. Quality Factor Fund
+0.91%
+$3,138 
GE General Electric Company
+0.9%
+$32,020.85 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+0.9%
+$2,262.56 
FMHI First Trust Municipal High Income Fund
+0.9%
+$5,489.65 
BUSE First Busey Corporation
+0.9%
+$5,785.52 
AGM Federal Agricultural Mortgage Corporation
+0.89%
+$1,847.3 
SCHA Schwab U.S. Small-Cap ETF
+0.89%
+$1,622.22 
AMPX Amprius Technologies Inc.
+0.87%
+$3,387.23 
ETHE Grayscale Ethereum Trust ETF
+0.87%
+$5,187.89 
ETH Ethan Allen Interiors Inc
+0.86%
+$3,793 
FTPA Franklin Pennsylvania Municipal Income ETF
+0.86%
+$3,138.94 
CB Chubb Limited
+0.86%
+$22,256.01 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$69,442.82 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.86%
+$10,625.97 
PFM Invesco Dividend Achievers ETF
+0.86%
+$24,581.12 
VB Vanguard Small-Cap ETF
+0.86%
+$118,950.93 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$199,974.11 
EFAS Global X MSCI SuperDividend EAFE ETF
+0.85%
+$5,258.99 
SCHM Schwab U.S. Mid-Cap ETF
+0.85%
+$41,362.7 
FLCV Federated Hermes MDT Large Cap Value ETF
+0.85%
+$10,612.34 
STEW SRH Total Return Fund, Inc.
+0.85%
+$10,916.25 
URA Global X Uranium ETF
+0.84%
+$1,776.3 
PG Procter & Gamble Co
+0.84%
+$39,996.92 
FEP First Trust Europe AlphaDEX Fund
+0.82%
+$1,992.72 
IJR iShares Core S&P Small-Cap ETF
+0.82%
+$33,856.97 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.82%
+$10,769.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.81%
+$64,206 
XMHQ Invesco S&P MidCap Quality ETF
+0.8%
+$17,262.7 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.8%
+$28,165.62 
PEP PepsiCo, Inc.
+0.79%
+$16,043.3 
RWL Invesco S&P 500 Revenue ETF
+0.79%
+$58,090.41 
DAVE Dave Inc. Class A Common Stock
+0.79%
+$2,115.01 
KO The Coca-Cola Company
+0.78%
+$60,390.72 
EQWL Invesco S&P 100 Equal Weight ETF
+0.78%
+$8,841.36 
IWM iShares Russell 2000 ETF
+0.77%
+$25,339.16 
NRG NRG Energy, Inc.
+0.77%
+$1,880.92 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.77%
+$4,113.12 
USA Liberty All Star Equity Fund
+0.77%
+$7,613.1 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.76%
+$2,123.34 
MO Altria Group, Inc.
+0.76%
+$21,800.4 
RYLD Global X Russell 2000 Covered Call ETF
+0.76%
+$1,790.89 
MUB iShares National Muni Bond ETF
+0.74%
+$27,676.03 
RDVY First Trust Rising Dividend Achievers ETF
+0.74%
+$53,251.96 
FDLO Fidelity Low Volatility Factor ETF
+0.74%
+$2,666.52 
NEE NextEra Energy, Inc.
+0.73%
+$64,600.38 
ESS Essex Property Trust, Inc.
+0.72%
+$19,925.1 
VTV Vanguard Value ETF
+0.72%
+$307,451.2 
JMUB JPMorgan Municipal Bond ETF
+0.72%
+$1,363.1 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$6,187.31 
IEF iShares 7-10 Year Treasury Bond ETF
+0.72%
+$2,377.47 
JNJ Johnson & Johnson
+0.71%
+$66,723.84 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$20,520.4 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.71%
+$2,122.57 
IWD iShares Russell 1000 Value ETF
+0.71%
+$17,493.65 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.71%
+$3,170.78 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.71%
+$1,491 
CSX CSX Corporation
+0.7%
+$6,499.44 
MGV Vanguard Mega Cap Value ETF
+0.7%
+$7,665.9 
WDIV SPDR S&P Global Dividend ETF
+0.7%
+$9,155.95 
VONV Vanguard Russell 1000 Value Index Fund
+0.7%
+$13,317.72 
SCMB Schwab Municipal Bond ETF
+0.7%
+$2,838.83 
CRWV CoreWeave, Inc.
+0.7%
+$3,638.14 
RDVI FT Vest Rising Dividend Achievers Fund
+0.69%
+$4,201.08 
NNE Nano Nuclear Energy Inc.
+0.69%
+$1,188.36 
PRF Invesco FTSE RAFI US 1000 ETF
+0.69%
+$1,511.51 
FBND Fidelity Total Bond ETF
+0.69%
+$57,034.8 
PFFR InfraCap REIT Preferred ETF
+0.69%
+$3,232.8 
VOOV Vanguard S&P 500 Value ETF
+0.69%
+$3,141.85 
VTEB Vanguard Tax-Exempt Bond ETF
+0.68%
+$4,058.28 
NOC Northrop Grumman Corporation
+0.67%
+$11,127.6 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.67%
+$10,534.78 
IWR iShares Russell Mid-Cap ETF
+0.67%
+$5,351.76 
SPLV Invesco S&P 500 Low Volatility ETF
+0.66%
+$9,421.12 
ITW Illinois Tool Works Inc.
+0.66%
+$4,686.96 
MBB iShares MBS ETF
+0.66%
+$2,405.43 
IUSV iShares Core S&P U.S. Value ETF
+0.66%
+$3,247.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.65%
+$10,998 
VYMI Vanguard International High Dividend Yield Index Fund
+0.65%
+$8,746.32 
ALT Altimmune, Inc.
+0.65%
+$1,117.5 
NTB The Bank of N.T. Butterfield & Son Limited
+0.65%
+$1,276.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$5,544.45 
IVE ISHARES S&P 500 VALUE ETF
+0.65%
+$6,012.82 
DFCF Dimensional Core Fixed Income ETF
+0.64%
+$1,481.74 
BPRO Bitwise Proficio Currency Debasement ETF
+0.64%
+$1,863.26 
ALTY Global X Alternative Income ETF
+0.64%
+$3,771.85 
PFF iShares Preferred and Income Securities ETF
+0.64%
+$2,451.43 
TRV The Travelers Companies, Inc.
+0.64%
+$9,003.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$2,730.95 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.63%
+$17,160.27 
CGMU Capital Group Municipal Income ETF
+0.63%
+$4,199.58 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$65,129.89 
DFTX Definium Therapeutics, Inc.
+0.62%
+$6,729.02 
SNOV FT Vest US Small Cap Moderate Fund
+0.62%
+$2,486.23 
UNP Union Pacific Corporation
+0.61%
+$12,656.23 
EFA iShares MSCI EAFE ETF
+0.61%
+$8,755.11 
IWMI Neos Russell 2000 High Income ETF
+0.61%
+$5,985.85 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.61%
+$5,801.9 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.6%
+$17,542.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.6%
+$10,111.75 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.6%
+$10,982.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$17,215.63 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$6,446.58 
EZU iShares MSCI Eurozone ETF
+0.59%
+$1,137.67 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.59%
+$40,464.86 
APD Air Products and Chemicals, Inc.
+0.58%
+$27,822.47 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$27,892.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.57%
+$27,505.51 
FLNC Fluence Energy, Inc.
+0.56%
+$666.12 
ITA iShares U.S. Aerospace & Defense ETF
+0.56%
+$6,422.31 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$26,275.19 
FCAL First Trust California Municipal Fund
+0.56%
+$3,365.14 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$6,012.79 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$1,670.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.55%
+$12,412.75 
GOVT iShares U.S. Treasury Bond ETF
+0.54%
+$2,532.47 
FEX First Trust Large Cap Core Fund A
+0.54%
+$1,220.51 
COST Costco Wholesale Corporation
+0.54%
+$52,800 
IDV iShares International Select Dividend ETF
+0.54%
+$6,809.9 
MMM 3M Company
+0.54%
+$4,773.07 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.54%
+$1,512.4 
VST Vistra Corp
+0.53%
+$4,560.36 
IWO iShares Russell 2000 Growth ETF
+0.53%
+$1,516.58 
SDIV Global X SuperDividend ETF
+0.53%
+$11,553.37 
FEZ SPDR Euro Stoxx 50 ETF
+0.53%
+$4,317.68 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.53%
+$13,579.5 
HDV iShares Core High Dividend ETF
+0.53%
+$12,090.31 
FMDE Fidelity Enhanced Mid Cap ETF
+0.53%
+$3,327.12 
WULF TeraWulf Inc.
+0.52%
+$1,682.22 
AAPL Apple Inc.
+0.52%
+$567,054.23 
PNC The PNC Financial Services Group, Inc.
+0.52%
+$4,028.64 
NULV Nuveen ESG Large-Cap Value ETF
+0.52%
+$9,776.76 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.52%
+$4,542.3 
MDY SPDR S&P MidCap 400 ETF Trust
+0.51%
+$8,433.45 
GS The Goldman Sachs Group, Inc.
+0.5%
+$29,672.34 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.5%
+$25,731.5 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$12,632.64 
MFLX First Trust Exchange-Traded Fund IV
+0.5%
+$2,306.64 
FPE First Trust Preferred Securities and Income ETF
+0.5%
+$30,677.01 
PWV Invesco Large Cap Value ETF
+0.5%
+$1,313.13 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.49%
+$1,203.29 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.49%
+$1,442.7 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.49%
+$545.25 
FDVV Fidelity High Dividend ETF
+0.49%
+$7,275.9 
VO Vanguard Mid-Cap ETF
+0.49%
+$42,080.78 
GD General Dynamics Corporation
+0.49%
+$20,101.25 
GOOGL Alphabet Inc
+0.48%
+$117,184.34 
CGBL Capital Group Core Balanced ETF
+0.47%
+$4,732.87 
MTBA Simplify MBS ETF
+0.47%
+$1,823.36 
IFEB Innovator International Developed Power Buffer ETF - February
+0.47%
+$1,883.12 
MSMR M/S Managed Risk ETF
+0.47%
+$1,080.71 
FV First Trust Dorsey Wright Focus 5 ETF
+0.46%
+$4,298.33 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$40,355.91 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$61,854 
EFG iShares MSCI EAFE Growth ETF
+0.46%
+$23,458.14 
DE Deere & Company
+0.46%
+$10,333.36 
GOOG Alphabet Inc
+0.46%
+$109,336.29 
FDX FedEx Corporation
+0.45%
+$4,336.8 
VLUE iShares MSCI USA Value Factor ETF
+0.45%
+$1,077.57 
INFQ Infleqtion Inc.
+0.44%
+$1,164.4 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.44%
+$7,979.16 
MAA Mid-America Apartment Communities, Inc.
+0.42%
+$10,045.98 
FDN First Trust Dow Jones Internet Index Fund
+0.42%
+$2,773.4 
CSM ProShares Large Cap Core Plus
+0.41%
+$1,527.07 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.4%
+$1,433.88 
YJUN First Trust International Equity Moderate ETF
+0.39%
+$1,641.99 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$8,001.84 
VBK Vanguard Small-Cap Growth ETF
+0.39%
+$21,686.19 
USFI BrandywineGlobal U.S. Fixed Income ETF
+0.38%
+$2,293.02 
CAIE Calamos Autocallable Income ETF
+0.38%
+$14,978.7 
IBKR Interactive Brokers Group Inc.
+0.37%
+$5,062.92 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.36%
+$1,189.5 
BRK-A Berkshire Hathaway Inc.
+0.36%
+$14,211.83 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$47,724.14 
CARR Carrier Global Corporation
+0.35%
+$1,502.71 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$13,028.62 
ARKK ARK Innovation ETF Fund
+0.34%
+$8,250.79 
DAL Delta Air Lines, Inc.
+0.34%
+$1,558.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.33%
+$3,002.62 
JIVE JPMorgan International Value ETF
+0.33%
+$10,690.04 
GSAT Globalstar, Inc.
+0.32%
+$907.89 
SHEL Shell plc
+0.32%
+$1,093.62 
CGDV Capital Group Dividend Value ETF
+0.32%
+$19,571.38 
BNDX Vanguard Total International Bond ETF
+0.31%
+$1,632.12 
FLXR TCW Flexible Income ETF
+0.3%
+$706.1 
CGGR Capital Group Growth ETF
+0.28%
+$50,047.61 
KRYS Krystal Biotech Inc.
+0.28%
+$861.18 
IYJ iShares U.S. Industrials ETF
+0.28%
+$13,975.68 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.27%
+$1,213.52 
LIN Linde plc
+0.26%
+$1,972.27 
STCE Schwab Crypto Thematic ETF
+0.26%
+$2,001.44 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.25%
+$6,812.58 
SUSL iShares ESG MSCI USA Leaders ETF
+0.25%
+$626.94 
SPHY SPDR Portfolio High Yield Bond ETF
+0.24%
+$2,380.12 
HIG The Hartford Insurance Group, Inc.
+0.24%
+$800.29 
VOT Vanguard Mid-Cap Growth ETF
+0.24%
+$3,942.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.24%
+$19,249.72 
C Citigroup Inc.
+0.24%
+$4,526.61 
HE Hawaiian Electric Industries Inc.
+0.24%
+$393.88 
ATO Atmos Energy Corporation
+0.23%
+$824.28 
GL Globe Life Inc.
+0.23%
+$558.87 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.22%
+$2,732.97 
BSV Vanguard Short-Term Bond ETF
+0.22%
+$768.4 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.21%
+$581.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$421.23 
JPIE JPMorgan Income ETF
+0.21%
+$13,087.86 
IWB iShares Russell 1000 ETF
+0.21%
+$824.76 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$341.94 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$537.36 
KLIP KraneShares China Internet & Covered Call Strategy ETF
+0.2%
+$443.48 
MNA NYLI Merger Arbitrage ETF
+0.2%
+$6,005.7 
FNDC Schwab Fundamental International Small Company Index ETF
+0.2%
+$1,606.5 
SCHB Schwab U.S. Broad Market ETF
+0.2%
+$6,445.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.2%
+$53,861.2 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.2%
+$1,391.61 
META Meta Platforms Inc Class A
+0.2%
+$40,979.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$46,563.76 
EXPD Expeditors International of Washington, Inc.
+0.19%
+$1,020.83 
AFL Aflac Inc.
+0.19%
+$2,322.98 
SCHF Schwab International Equity ETF
+0.19%
+$1,348.3 
ELV Elevance Health, Inc.
+0.18%
+$5,174.53 
ESGU iShares ESG Aware MSCI USA ETF
+0.18%
+$1,035.09 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.18%
+$880.8 
FMAY FT Vest U.S. Equity Buffer ETF
+0.18%
+$1,381.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.18%
+$594.66 
AOA iShares Core Aggressive Allocation ETF
+0.18%
+$575.58 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.18%
+$2,883.87 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.18%
+$5,720.44 
CWB SPDR Bloomberg Convertible Securities ETF
+0.18%
+$5,162.56 
PTLC Pacer Trendpilot US Large Cap ETF
+0.17%
+$1,192.8 
FAUG FT Vest U.S. Equity Buffer ETF
+0.17%
+$1,367.4 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.17%
+$773.64 
CGUS Capital Group Core Equity ETF
+0.17%
+$20,953.58 
FE FirstEnergy Corp.
+0.17%
+$386.77 
EXC Exelon Corporation
+0.16%
+$498.89 
SCHK Schwab 1000 Index ETF
+0.16%
+$503.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.16%
+$4,683.96 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.16%
+$524.85 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.15%
+$332.02 
VT Vanguard Total World Stock ETF
+0.15%
+$6,208.8 
ON ON Semiconductor Corporation
+0.15%
+$681.67 
CALI China Auto Logistics Inc.
+0.15%
+$638.55 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.15%
+$933.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.14%
+$2,175.39 
SSO ProShares Ultra S&P500
+0.14%
+$27,137.6 
ARM Arm Holdings plc American Depositary Receipt
+0.14%
+$618.16 
SCHX Schwab U.S. Large-Cap ETF
+0.13%
+$2,330.72 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.13%
+$411.93 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.13%
+$2,312.65 
BINC iShares Flexible Income Active ETF
+0.13%
+$2,710.89 
IOO iShares Global 100 ETF
+0.13%
+$8,611.57 
HWM Howmet Aerospace Inc.
+0.13%
+$340.19 
DLR Digital Realty Trust, Inc.
+0.12%
+$876.79 
LMBS First Trust Low Duration Opportunities ETF
+0.12%
+$643.14 
VOO Vanguard S&P 500 ETF
+0.12%
+$46,389.8 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.12%
+$962.85 
SPYI NEOS S&P 500 High Income ETF
+0.12%
+$2,499.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$38,012.48 
NSC Norfolk Southern Corporation
+0.12%
+$779.98 
SPY SPDR S&P 500 ETF Trust
+0.12%
+$78,079.34 
FNOV FT Vest US Equity Buffer ETF
+0.12%
+$338.67 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$370.69 
IVV iShares Core S&P 500 ETF
+0.11%
+$24,372.99 
GPIX S&P 500 Core Premium Income Fund
+0.11%
+$882.24 
SO The Southern Company
+0.1%
+$6,663.33 
CGGE Capital Group Global Equity ETF
+0.1%
+$1,189.86 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.09%
+$1,115.01 
ISPY ProShares S&P High Income ETF
+0.09%
+$193.86 
EW Edwards Lifesciences Corporation
+0.09%
+$301.6 
MET MetLife Inc.
+0.09%
+$266.13 
GSY Invesco Ultra Short Duration ETF
+0.09%
+$553.15 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.09%
+$4,407.93 
PUSH PGIM Ultra Short Municipal Bond ETF
+0.09%
+$949.63 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$248.98 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$405.32 
FAPR FT Vest U.S. Equity Buffer ETF
+0.08%
+$769.84 
DMAY FT Vest US Equity Deep Buffer Fund
+0.08%
+$167.27 
D Dominion Energy, Inc.
+0.08%
+$687.6 
SKYY First Trust Cloud Computing ETF
+0.08%
+$539.89 
MBSF Regan Floating Rate MBS ETF
+0.08%
+$806.46 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.08%
+$356.58 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.08%
+$5,459.4 
DKILY Daikin Industries Ltd.
+0.07%
+$124.3 
VEU Vanguard FTSE All-World ex-US ETF
+0.07%
+$3,274.32 
MKTN Federated Hermes MDT Market Neutral ETF
+0.07%
+$3,040.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$198.15 
BUFR FT Vestladder Buffer ETF-USD I
+0.07%
+$1,126.42 
FMAR FT Vest U.S. Equity Buffer ETF
+0.06%
+$246.47 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.06%
+$716.15 
FFEB FT Vest US Equity Buffer ETF
+0.06%
+$242.83 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.05%
+$1,566.52 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$283.9 
CLOI VanEck CLO ETF
+0.05%
+$208.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$812.29 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$130.14 
FJUL FT Vest US Equity Buffer ETF
+0.04%
+$177.2 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$109.8 
XYLD Global X S&P 500 Covered Call ETF
+0.04%
+$424.56 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$188.2 
GFEB FT VEST US Equity Moderate Fund
+0.03%
+$122.83 
IXUS iShares Core International Stock ETF
+0.03%
+$383.28 
AMZN Amazon.com Inc
+0.03%
+$12,144.66 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$441.76 
NBSD Neuberger Berman Short Duration Income ETF
+0.03%
+$166.77 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$384.12 
UMAY Innovator U.S. Equity Ultra Fund
+0.03%
+$59.98 
DUK Duke Energy Corporation
+0.03%
+$811.41 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.03%
+$178.73 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.02%
+$294.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,227.14 
FOCT FT Vest U.S. Equity Buffer ETF
+0.02%
+$88.72 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$466.54 
VPU Vanguard Utilities ETF
+0.02%
+$71.41 
TJUL Innovator Equity Defined Protection ETF 0725
+0.02%
+$156.43 
GSUS Goldman Sachs MarketBeta U.S.
+0.01%
+$102.64 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.01%
+$584.75 
OEF iShares S&P 100 ETF
+0.01%
+$125.45 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$45.2 
ADX Adams Diversified Equity Fund, Inc.
+0.01%
+$57.94 
MARM Ftv Estus Max Buff ETF March
+0.01%
+$168.18 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$80.33 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$346.96 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$539.25 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$248.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$362.52 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$41.12 
AMP Ameriprise Financial, Inc.
+0.01%
+$23.24 
SGVT Schwab Government Money Market ETF
+0.01%
+$24.79 
ATAI AtaiBeckley Inc.
0%
$0 
CMRF CIM Real Estate Finance Trust, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GBLX Gb Sciences Inc.
0%
$0 
PCOK Pacific Oak Strategic Opportunity Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
GMAR FT Vest US Equity Moderate B Fund
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
PMJA PGIM S&P 500 Managed Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 FAI
FAI
0%
$0 ZJUN
ZJUN
0%
$0 DDFS
DDFS
0%
$0 KHPI
KHPI
0%
$0 ZAPR
ZAPR
0%
$0 FSOL
FSOL
0%
$0 G200
G2004J103
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$586,160.19 
FDV Federated Hermes U.S. Strategic Dividend ETF
-19.46%
-$68,527.31 
RKLB Rocket Lab Corporation
-10.32%
-$40,048.8 
DELL Dell Technologies Inc.
-8.88%
-$306,252.11 
SITM SiTime Corporation
-7.78%
-$12,993.48 
RGTZ Defiance Daily Target 2X Short Rigetti Computing ETF
-7.71%
-$4,906.1 
MXL MaxLinear Inc.
-7.59%
-$37,783.31 
ACMR Acm Research Inc.
-7.41%
-$10,559.43 
TTMI TTM Technologies, Inc.
-7.03%
-$8,748.3 
HPE Hewlett Packard Enterprise Company
-6.62%
-$51,008.54 
COHR Coherent Corp.
-6.61%
-$29,945.22 
VRT Vertiv Holdings Co
-6.54%
-$127,443.73 
ANET Arista Networks, Inc.
-6.13%
-$78,852.36 
KEYS Keysight Technologies, Inc.
-6.01%
-$15,766.83 
TER Teradyne, Inc.
-5.98%
-$10,174.23 
IR Ingersoll Rand Inc.
-5.67%
-$47,903.9 
STX Seagate Technology Holdings plc
-5.66%
-$241,533.59 
CTVA Corteva Inc.
-5.63%
-$6,837.28 
SIDU Sidus Space Inc.
-5.56%
-$875 
FIX Comfort Systems USA, Inc.
-5.41%
-$78,526.5 
LITE Lumentum Holdings Inc.
-5.39%
-$24,188.29 
JCI Johnson Controls International plc
-5.25%
-$146,887.38 
IREN IREN Limited
-5.22%
-$21,554.83 
NET Cloudflare Inc.
-5.1%
-$74,237.37 
CLS Celestica Inc.
-5.06%
-$49,210.91 
WDC Western Digital Corporation
-4.95%
-$50,303.73 
KGS Kodiak Gas Services Inc.
-4.83%
-$7,678.66 
SNDK SanDisk Corporation
-4.71%
-$451,345.68 
LRCX Lam Research Corporation
-4.64%
-$87,352.63 
APLD Applied Digital Corporation
-4.5%
-$14,791.89 
PWR Quanta Services Inc.
-4.47%
-$55,701.81 
GEO The Geo Group, Inc.
-4.45%
-$43,875.62 
TT Trane Technologies plc
-4.33%
-$204,669.76 
ECG Everus Construction Group, Inc.
-4.16%
-$6,054.4 
GLW Corning Incorporated
-4.02%
-$119,437.32 
INTC Intel Corporation
-4%
-$235,478.32 
STRL Sterling Infrastructure, Inc.
-3.97%
-$11,664 
BE Bloom Energy Corporation
-3.96%
-$186,293.84 
CSCO Cisco Systems, Inc.
-3.9%
-$251,703.74 
TECL Direxion Daily Technology Bull 3x Shares
-3.9%
-$30,349.85 
AMAT Applied Materials, Inc.
-3.83%
-$180,513.28 
AMD Advanced Micro Devices, Inc.
-3.75%
-$483,985.55 
WMB The Williams Companies, Inc.
-3.72%
-$36,549.96 
HYLN Hyliion Holdings Corp.
-3.71%
-$1,406.25 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.69%
-$34,359.08 
FN Fabrinet
-3.67%
-$20,548.13 
NBIS Nebius Group N.V.
-3.67%
-$45,057.47 
VSH Vishay Intertechnology Inc.
-3.65%
-$4,648.33 
FCEL FuelCell Energy, Inc.
-3.64%
-$17,474.98 
SPCX Space Exploration Technologies Corp. Class A
-3.62%
-$115,659.5 
EQR Equity Residential
-3.5%
-$24,442.11 
KLAC KLA Corporation
-3.46%
-$55,385.16 
MRVL Marvell Technology, Inc.
-3.42%
-$125,456.98 
JBL Jabil Inc.
-3.35%
-$25,124.44 
VLO Valero Energy Corporation
-3.27%
-$74,799.6 
DRAM Roundhill Memory ETF
-3.27%
-$193,582.53 
SNPS Synopsys, Inc.
-3.14%
-$13,629.29 
NTAP NetApp, Inc.
-3.09%
-$9,013.44 
IRDM Iridium Communications Inc.
-3.08%
-$16,096.56 
BAI iShares A.I. Innovation and Tech Active ETF
-3.01%
-$11,307.55 
XTRAF Xtract One Technologies Inc.
-2.96%
-$1,090 
BCAT BlackRock Capital Allocation Trust
-2.93%
-$11,271.72 
AMPU Defiance Daily Target 2X Long AMPX ETF
-2.92%
-$1,300 
EME EMCOR Group, Inc.
-2.91%
-$9,991.19 
CAT Caterpillar Inc.
-2.9%
-$556,826.11 
GEV GE Vernova Inc.
-2.89%
-$133,938.09 
TRP TC Energy Corporation
-2.85%
-$6,525 
TOI The Oncology Institute Inc.
-2.84%
-$23,161 
GSL Global Ship Lease Inc.
-2.83%
-$11,763.24 
SCHW Charles Schwab Corporation
-2.82%
-$29,170.05 
CIFR Cipher Mining Inc.
-2.77%
-$6,008.75 
CRWD CrowdStrike Holdings, Inc.
-2.76%
-$151,937.96 
TRFK Pacer Data and Digital Revolution ETF
-2.71%
-$6,076.71 
CRDO Credo Technology Group Holding Ltd.
-2.7%
-$6,232.33 
ROM ProShares Ultra Technology ETF
-2.61%
-$8,464.23 
DDOG Datadog, Inc. Class A Common Stock
-2.6%
-$6,362.99 
LB LandBridge Company LLC
-2.49%
-$94,959.82 
MTRN Materion Corporation
-2.48%
-$67,249.92 
PM Philip Morris International Inc.
-2.45%
-$64,707.17 
PSX Phillips 66
-2.45%
-$51,824.68 
MTZ MasTec, Inc. Common Stock
-2.39%
-$117,682.45 
RIOT Riot Platforms, Inc.
-2.38%
-$10,254.24 
PLD Prologis Inc.
-2.24%
-$83,444.69 
BTDR Bitdeer Technologies Group
-2.2%
-$4,992.66 
SOXX iShares Semiconductor ETF
-2.19%
-$79,513.45 
ETN Eaton Corporation plc
-2.12%
-$222,942.21 
RR Richtech Robotics Inc.
-2.11%
-$768 
CDNS Cadence Design Systems, Inc.
-2.11%
-$6,306.05 
OSCR Oscar Health, Inc.
-2.08%
-$38,454.85 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.05%
-$159,696.98 
SMH VanEck Semiconductor ETF
-2.04%
-$195,877.01 
ARTY iShares Future AI & Tech ETF
-2.03%
-$4,474.47 
FTNT Fortinet Inc.
-1.97%
-$11,417.49 
XSD SPDR S&P Semiconductor ETF
-1.97%
-$15,650.25 
MTUM iShares MSCI USA Momentum Factor ETF
-1.94%
-$150,592.71 
AVGO Broadcom Inc.
-1.92%
-$522,596.49 
MPC Marathon Petroleum Corporation
-1.91%
-$119,972.29 
APH Amphenol Corporation
-1.89%
-$32,916 
TSLA Tesla, Inc.
-1.86%
-$275,332.82 
PBT Permian Basin Royalty Trust
-1.82%
-$9,307.62 
SQM Quimica y Minera Chilena S.A. ADR
-1.78%
-$3,873.1 
TQQQ ProShares UltraPro QQQ
-1.78%
-$24,095.28 
OKTA Okta Inc.
-1.74%
-$5,679.2 
XMMO Invesco S&P MidCap Momentum ETF
-1.74%
-$16,825.94 
NVDA NVIDIA Corporation
-1.72%
-$1.19M 
PANW Palo Alto Networks, Inc.
-1.7%
-$58,941.44 
GRAL Grail, Inc.
-1.64%
-$8,966.34 
CEG Constellation Energy Corporation
-1.63%
-$26,698.86 
SNOW Snowflake Inc.
-1.57%
-$13,081.59 
UFOX Defiance Connective Technologies ETF
-1.57%
-$9,448.63 
MLPX Global X MLP & Energy Infrastructure ETF
-1.56%
-$3,820.53 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.55%
-$59,841.77 
SOLS Sollensys Corp
-1.52%
-$2,143.84 
XLE Energy Select Sector SPDR Fund
-1.51%
-$90,820.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.5%
-$8,275.41 
CRS Carpenter Technology Corporation
-1.49%
-$2,490.4 
VDE Vanguard Energy ETF
-1.48%
-$10,608.48 
BLD TopBuild Corp
-1.45%
-$5,852.37 
TPL Texas Pacific Land Corporation
-1.43%
-$106,518.06 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.41%
-$3,830.27 
IYE iShares U.S. Energy ETF
-1.39%
-$3,823.37 
NUE Nucor Corporation
-1.39%
-$16,672.01 
TXN Texas Instruments Inc
-1.38%
-$86,017.03 
KMI Kinder Morgan, Inc.
-1.36%
-$5,834.92 
ET Energy Transfer L.P.
-1.36%
-$18,304.83 
GLXY Galaxy Digital Inc. Class A Common Stock
-1.34%
-$3,461.28 
XOM Exxon Mobil Corporation
-1.32%
-$147,405.61 
SPMO Invesco S&P 500 Momentum ETF
-1.32%
-$67,170.85 
SLB Schlumberger Limited
-1.32%
-$11,298.56 
EWZ iShares MSCI Brazil ETF
-1.29%
-$11,128.15 
NUAI New Era Energy & Digital, Inc.
-1.28%
-$2,444.4 
POWR iShares US Power Infrastructure ETF
-1.26%
-$4,636.96 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$74,202.02 
IBOT VanEck Robotics ETF
-1.25%
-$3,798.83 
AEP American Electric Power Company, Inc.
-1.22%
-$25,594.8 
GNRC Generac Holdings Inc.
-1.21%
-$8,919.47 
PR Permian Resources Corporation
-1.21%
-$3,803.05 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.21%
-$24,445 
QLD ProShares Ultra QQQ
-1.17%
-$2,617.92 
DFAE Dimensional Emerging Core Equity Market ETF
-1.15%
-$2,194.72 
ITRN Ituran Location and Control Ltd.
-1.14%
-$2,611.13 
HAL Halliburton Company
-1.14%
-$2,695.12 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.13%
-$10,491.66 
PRN Invesco Dorsey Wright Industrials ETF
-1.13%
-$2,244.45 
OKE ONEOK, Inc.
-1.1%
-$16,788.1 
ILCB iShares Morningstar U.S. Equity ETF
-1.09%
-$2,891 
CVX Chevron Corporation
-1.06%
-$76,355.97 
IEMG iShares Core MSCI Emerging Markets ETF
-1.04%
-$33,888.14 
EEM iShares MSCI Emerging Markets ETF
-1.04%
-$15,483.03 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$2,032.04 
VGT Vanguard Information Technology ETF
-1.01%
-$80,934.8 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.01%
-$13,533.74 
IGM iShares Expanded Tech Sector ETF
-1%
-$7,755.33 
RYT Invesco S&P 500 Equal Weight ETF
-1%
-$3,402.1 
QTUM Defiance Quantum ETF
-0.99%
-$6,414.09 
OXY Occidental Petroleum Corporation
-0.98%
-$10,778.68 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.97%
-$68,632.38 
ILMN Illumina, Inc.
-0.94%
-$6,679.07 
FANG Diamondback Energy Inc
-0.94%
-$2,438.29 
TTE TotalEnergies SE
-0.94%
-$5,738.88 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-0.94%
-$30,081.94 
BABA Alibaba Group Holding Limited SP ADR
-0.94%
-$3,793.92 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
-0.93%
-$6,969.89 
AMBQ Ambiq Micro, Inc.
-0.91%
-$2,279.5 
MS Morgan Stanley
-0.9%
-$17,064.1 
AIT Applied Industrial Technologies Inc.
-0.9%
-$3,393 
GWW W.W. Grainger, Inc.
-0.89%
-$5,446.4 
DVN Devon Energy Corporation
-0.88%
-$8,737.08 
ETR Entergy Corporation
-0.85%
-$10,309.76 
PLTR Palantir Technologies Inc.
-0.85%
-$164,175.8 
ADI Analog Devices, Inc.
-0.83%
-$42,511.65 
CVE Cenovus Energy Inc.
-0.83%
-$2,325.24 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.82%
-$4,247.04 
IYW iShares U.S. Technology ETF
-0.82%
-$97,948.05 
FCX Freeport-McMoRan Inc.
-0.82%
-$19,589.19 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.79%
-$2,160.96 
PTF Invesco Dorsey Wright Technology ETF
-0.77%
-$3,624.75 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.75%
-$13,713.17 
COPX Global X Copper Miners ETF
-0.72%
-$2,520.1 
EOG EOG Resources, Inc.
-0.71%
-$4,887.56 
XTL SPDR S&P Telecom ETF
-0.7%
-$1,757.43 
EWJ iShares MSCI Japan ETF
-0.69%
-$1,905.42 
MPWR Monolithic Power Systems, Inc.
-0.68%
-$4,890.23 
APO Apollo Global Management, Inc.
-0.68%
-$3,209.18 
VEGN US Vegan Climate ETF
-0.67%
-$11,892.47 
AMLP Alerian MLP ETF
-0.66%
-$8,273.79 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$19,242.3 
FLCG Federated Hermes MDT Large Cap Growth ETF
-0.65%
-$5,437.43 
EQT EQT Corporation
-0.64%
-$1,301.14 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.63%
-$11,877.04 
TWLO Twilio Inc.
-0.62%
-$3,311.03 
IWLG NYLI Winslow Large Cap Growth ETF
-0.62%
-$11,341.08 
MPLX MPLX LP
-0.6%
-$1,292.37 
CW Curtiss-Wright Corporation
-0.59%
-$830.02 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$341,084.13 
SPXC Spx Technologies Inc.
-0.58%
-$2,748.01 
ILCG iShares Morningstar Growth ETF
-0.57%
-$1,453.98 
FFLG Fidelity Fund Large Cap Growth ETF
-0.57%
-$22,919.32 
QQQM Invesco NASDAQ 100 ETF
-0.55%
-$23,419.28 
DXJ WisdomTree Japan Hedged Equity Fund
-0.55%
-$4,815.83 
VXRT Vaxart Inc.
-0.55%
-$25.01 
AIQ Global X Artificial Intelligence & Technology ETF
-0.53%
-$3,213 
UTES Virtus Reaves Utilities ETF
-0.52%
-$10,732.94 
RJF Raymond James Financial Inc.
-0.52%
-$3,357.9 
ADM Archer-Daniels-Midland Co
-0.51%
-$3,307.56 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.5%
-$10,374.57 
QQQI Neos NASDAQ-100 High Income ETF
-0.5%
-$4,527.82 
PDCC Pearl Diver Credit Company Inc.
-0.49%
-$3,368.6 
DY Dycom Industries Inc.
-0.49%
-$1,944.3 
EMLP First Trust North American Energy Infrastructure Fund
-0.48%
-$3,732.03 
DB Deutsche Bank AG
-0.47%
-$977.74 
NXTG First Trust Indxx NextG ETF
-0.47%
-$940 
VWO Vanguard FTSE Emerging Markets ETF
-0.47%
-$4,700.57 
SPEM SPDR Portfolio Emerging Markets ETF
-0.47%
-$15,183.84 
SCCO Southern Copper Corporation
-0.46%
-$3,890.71 
IWF iShares Russell 1000 Growth ETF
-0.45%
-$29,139.24 
IFRA iShares U.S. Infrastructure
-0.45%
-$2,442.9 
HCA HCA Healthcare Inc.
-0.45%
-$10,392.39 
FR First Industrial Realty Trust Inc.
-0.44%
-$3,624.4 
FXL First Trust Technology AlphaDEX Fund
-0.44%
-$1,529.53 
NMAY Innovator Growth-100 Power Buffer ETF May
-0.44%
-$962.39 
MGK Vanguard Mega Cap Growth ETF
-0.44%
-$15,986.57 
PH Parker-Hannifin Corporation
-0.43%
-$32,436.12 
VONG Vanguard Russell 1000 Growth Fund
-0.43%
-$14,736.7 
PAVE Global X U.S. Infrastructure Development ETF
-0.43%
-$10,499.4 
DWSN Dawson Geophysical Company
-0.42%
-$142.28 
EMR Emerson Electric Co.
-0.42%
-$5,250.96 
CCO Clear Channel Outdoor Holdings, Inc.
-0.41%
-$135.09 
FTC First Trust Large Cap Growth Fund
-0.4%
-$1,278.47 
IWY iShares Russell Top 200 Growth ETF
-0.39%
-$969.82 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-0.39%
-$1,899.12 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.39%
-$2,139.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.37%
-$10,986.05 
IWP iShares Russell Mid-Cap Growth ETF
-0.37%
-$22,893.9 
ROKT SPDR S&P Kensho Final Frontiers ETF
-0.37%
-$966.07 
FTLS First Trust Long/Short Equity ETF
-0.36%
-$29,475.88 
LNG Cheniere Energy Inc.
-0.36%
-$12,955.45 
URI United Rentals, Inc.
-0.35%
-$1,317.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.35%
-$50,888.88 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.34%
-$21,367.97 
WTMF WisdomTree Managed Futures Strategy Fund
-0.33%
-$7,166.32 
IUSG iShares Core S&P U.S. Growth ETF
-0.33%
-$7,388.01 
VOOG Vanguard S&P 500 Growth ETF
-0.32%
-$7,176.12 
BP BP p.l.c. Sponsored ADR
-0.32%
-$3,034.59 
NAZ Nuveen Arizona Quality Municipal Income Fund
-0.31%
-$1,197.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.3%
-$13,623.77 
VUG Vanguard Growth ETF
-0.3%
-$27,017.01 
GATX GATX Corporation
-0.3%
-$3,459.89 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.29%
-$1,431.89 
MU Micron Technology, Inc.
-0.29%
-$64,144.08 
WAB Wabtec Corporation
-0.28%
-$3,434.4 
XLI Industrial Select Sector SPDR Fund
-0.26%
-$5,076.93 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-0.25%
-$2,532.81 
AXON Axon Enterprise, Inc.
-0.24%
-$656.38 
STT State Street Corp
-0.24%
-$6,190.4 
THRO iShares U.S. Thematic Rotation Active ETF
-0.24%
-$709.7 
EPD Enterprise Products Partners L.P.
-0.24%
-$1,856.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.23%
-$2,736.69 
CMI Cummins Inc.
-0.23%
-$5,212.29 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.22%
-$66,664.72 
JOBY Joby Aviation, Inc.
-0.22%
-$111.21 
NUVB Nuvation Bio Inc.
-0.21%
-$346.6 
CGGO Capital Group Global Growth Equity ETF
-0.21%
-$7,920.88 
MAGS Roundhill Magnificent Seven Fund
-0.21%
-$1,106.85 
BLCR iShares Large Cap Core ACT ETF
-0.2%
-$533 
XLG Invesco S&P 500 Top 50 ETF
-0.18%
-$418.83 
CQP Cheniere Energy Partners L.P.
-0.18%
-$550 
XSMO Invesco S&P SmallCap Momentum ETF
-0.18%
-$3,204.46 
BUYW Main Buywrite ETF
-0.17%
-$738 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.16%
-$5,943.24 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.16%
-$949.76 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.16%
-$433.92 
FIDU Fidelity MSCI Industrials Index ETF
-0.15%
-$478.57 
PBMR PGIM U.S. Large-Cap Buffered 20 ETF
-0.15%
-$601.79 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.15%
-$3,248.8 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.14%
-$436.38 
ICVT iShares Convertible Bond ETF
-0.13%
-$366.94 
NULG Nuveen ESG Large-Cap Growth ETF
-0.13%
-$1,932.85 
LNT Alliant Energy Corporation
-0.13%
-$266.48 
IALT iShares Systematic Alternatives Active ETF
-0.12%
-$255.88 
SAN Banco Santander S.A. Sponsored ADR
-0.11%
-$211.66 
CORO Ishares International Country Rotational Active ETF
-0.11%
-$281.68 
SJT San Juan Basin Royalty Trust
-0.11%
-$777.25 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.1%
-$230.49 
JPM JPMorgan Chase & Co.
-0.09%
-$17,683.78 
IDA Idacorp Inc.
-0.07%
-$167.2 
WEC WEC Energy Group Inc.
-0.07%
-$148.95 
JPEF JPMorgan Equity Focus ETF
-0.07%
-$145.56 
CL Colgate-Palmolive Company
-0.07%
-$162.84 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.06%
-$343.48 
FUTY Fidelity MSCI Utilities Index ETF
-0.06%
-$1,300.38 
JAJL Innovator EDP ETF - 6M January/July
-0.06%
-$236.91 
EXE Expand Energy Corporation
-0.06%
-$133.5 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.05%
-$558.09 
XIFR Xplr Infrastructure Partners L.P.
-0.05%
-$90.93 
SHOP Shopify Inc.
-0.03%
-$555.39 
DOV Dover Corporation
-0.03%
-$47.15 
SPHQ Invesco S&P 500 Quality ETF
-0.02%
-$285.34 
COP ConocoPhillips
-0.02%
-$521.55 
RTX RTX Corporation
-0.02%
-$1,378.08 
ZMAY Innovator EDP ETF -1 Yr May
-0.02%
-$184.29 
XLU Utilities Select Sector SPDR Fund
-0.01%
-$159.06 
FXU First Trust Utilities AlphaDEX Fund
-0.01%
-$125.47 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.01%
-$482.83 
SNTH Mrp Synthequity ETF
-0.01%
-$438.9 
MGC Vanguard Mega Cap ETF
0%
-$28.68 
DSI iShares MSCI KLD 400 Social ETF
0%
-$60.87 
XCLR Global X S&P 500 Collar 95-110 ETF
0%
-$8.97 Events
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Dividends
Dividend Analysis
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| Trades 8812 | Longs Won 5718/8812 64% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $867,798.06 |
| Average Win $163,064.13 | Best Trade (Jun 30) $28.67M | Sharpe Ratio -7.77 |
| Average Loss -$56,924.05 | Worst Trade (Jun 30) -$36.12M | Z-Score 14.64 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $85,706.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 318,568 | $75.71M | $109.82M | - | $34.12M | 45.07% | +0.519% |
| AB AllianceBernstein Holding L.P. | 35,110 | $1.24M | $1.22M | - | -$17,379.25 | -1.41% | +1.18% |
| ABBV AbbVie Inc. | 37,047 | $8.32M | $10.64M | - | $2.32M | 27.87% | +1.959% |
| ABNB Airbnb, Inc. | 2,059 | $275,850.83 | $356,083.46 | - | $80,232.63 | 29.09% | +3.52% |
| ABT Abbott Laboratories | 11,849 | $1.54M | $1.24M | - | -$301,158.86 | -19.57% | +1.476% |
| ABTC Gryphon Digital Mining, Inc | 800.98 | $11,051.19 | $6,313.04 | - | -$4,738.15 | -42.87% | +3.027% |
| ACMR Acm Research Inc. | 2,331 | $295,781 | $131,911.29 | - | -$163,869.71 | -55.4% | -7.412% |
| ACP abrdn Income Credit Strategies Fund | 15,427 | $102,126.8 | $66,567.5 | - | -$35,559.3 | -34.82% | +1.291% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,963 | $271,346.3 | $294,767.94 | - | $23,421.64 | 8.63% | +0.067% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 58,821 | $1.22M | $1.22M | - | -$2,647.36 | -0.22% | +0.024% |
| ADBE Adobe Inc. | 1,780 | $801,284.09 | $444,857.6 | - | -$356,426.49 | -44.48% | +3.839% |
| ADI Analog Devices, Inc. | 12,728 | $3.43M | $5.09M | - | $1.67M | 48.68% | -0.828% |
| ADM Archer-Daniels-Midland Co | 7,692 | $410,259.94 | $640,051.32 | - | $229,791.38 | 56.01% | -0.514% |
| ADP Automatic Data Processing Inc. | 3,158 | $811,893.45 | $908,752.08 | - | $96,858.63 | 11.93% | +2.655% |
| ADSK Autodesk, Inc. | 3,034 | $856,439.64 | $737,959.82 | - | -$118,479.82 | -13.83% | +5.231% |
| ADX Adams Diversified Equity Fund, Inc. | 19,313 | $421,010.33 | $495,436.39 | - | $74,426.06 | 17.68% | +0.012% |
| AEM Agnico Eagle Mines Limited | 2,658 | $445,172.38 | $491,650.26 | - | $46,477.88 | 10.44% | +4.497% |
| AEP American Electric Power Company, Inc. | 16,620 | $1.87M | $2.07M | - | $200,108.58 | 10.7% | -1.221% |
| AFL Aflac Inc. | 10,559 | $1.17M | $1.25M | - | $75,707.81 | 6.44% | +0.186% |
| AGG iShares Core U.S. Aggregate Bond ETF | 109,462 | $10.92M | $10.44M | - | -$471,005.79 | -4.32% | +0.628% |
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FAQ
Which stocks have generated the highest profits for Rajiv Shah?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $71.29M, Microsoft Corp - $33.74M, Meta Platforms Inc Class A - $21.15M, SPDR S&P 500 ETF Trust - $18.66M, and Amazon.com Inc - $16.1M. 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: Apple Inc - $32.37M, DM - $2.43M, Super Micro Computer Inc - $1.84M, UnitedHealth Group Incorporated - $1.69M, and Adobe Inc - $1.27M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rajiv Shah's portfolio generate?
The portfolio generates substantial dividend income, with a total of $80.19M earned over time. The largest contributors to dividend income include 2X BITCOIN STRATEGY ETF - $1.99M, JPMorgan Nasdaq Equity Premium Income ETF - $1.93M, JPMorgan Equity Premium Income Fund - $1.83M, SPDR S&P 500 ETF Trust - $1.81M, and First Trust Preferred Securities and Income ETF - $1.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rajiv Shah's monthly returns?
Rajiv Shah's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Rajiv Shah's strategy be considered aggressive or moderate?
Rajiv Shah's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Rajiv Shah's strategy?
Rajiv Shah's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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