David Millar Portfolio
Invests via Gen-Wealth Partners Inc | Managed by David Millar
Invests via Gen-Wealth Partners Inc
Managed by David Millar
Automatically Tracked
David Millar Profile
Veteran portfolio manager and equity investor focused on European mid-cap growth and value equities. David Millar combines fundamental stock-picking with concentrated, event-driven positions and active risk management. Prior roles include buy-side leadership and research head responsibilities; frequently engages with corporate managements, activists, and institutional clients to drive value and capital allocation outcomes.
Veteran portfolio manager and equity investor focused on European mid-cap growth and value equities. David Millar combines fundamental stock-picking with concentrated, event-driven positions and active risk management. Prior roles include buy-side leadership and research head responsibilities; frequently engages with corporate managements, activists, and institutional clients to drive value and capital allocation outcomes.
Investment Philosophy & Strategy
Seasoned European mid‑cap investor who blends concentrated fundamental stock selection with event-driven timing and active risk controls. Focuses on mispriced growth-to-value transitions, corporate engagement and catalyst-driven outcomes, allocating capital to high-conviction positions while managing liquidity and downside through stop-losses and position limits. Prefers hands-on engagement with management and activists, a medium-term horizon for realizing value, and sector-agnostic but earnings-quality biased underwriting.
Seasoned European mid‑cap investor who blends concentrated fundamental stock selection with event-driven timing and active risk controls. Focuses on mispriced growth-to-value transitions, corporate engagement and catalyst-driven outcomes, allocating capital to high-conviction positions while managing liquidity and downside through stop-losses and position limits. Prefers hands-on engagement with management and activists, a medium-term horizon for realizing value, and sector-agnostic but earnings-quality biased underwriting.
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:
42.98%
Gain -0.84%
Monthly
1.18%
Yearly
15.08%
Drawdown
16.33%
$357.66M
Equity
Holdings
$357.66M
Investment
$297.84M
$124.55M
Profit -$2.87M
Realized
$64.74M
Unrealized
$59.81M
Dividends
$14.19M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$2.87M
Win %
64%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$3.72M
Win %
64%
This Month
Compared to last month
Gain
0.55%
Profit
$1.94M
Win %
64%
This Year
Compared to last year
Gain
-0.65%
Profit
-$2.42M
Win %
64%
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+57.09%
+$3.29 
QNCX Quince Therapeutics, Inc.
+10.77%
+$532.95 
MICC The Magnum Ice Cream Company N.V.
+6.02%
+$180.1 
OVV Ovintiv Inc.
+4.51%
+$2,384 
PR Permian Resources Corporation
+3.98%
+$5.64 
CNQ Canadian Natural Resources Limited
+3.54%
+$1,915.44 
ODV Osisko Development Corp.
+3.52%
+$45 
EQT EQT Corporation
+3.48%
+$182.5 
IMO Imperial Oil Limited
+3.39%
+$316.08 
KMI Kinder Morgan, Inc.
+3.32%
+$1,859.54 
NI NiSource Inc.
+3.31%
+$1,485.12 
ATNM Actinium Pharmaceuticals Inc.
+3.3%
+$3,678.89 
WPRT Westport Fuel Systems Inc.
+3.3%
+$5.16 
BP BP p.l.c. Sponsored ADR
+3.27%
+$1,838.6 
HONA Honeywell Aerospace Inc.
+3.17%
+$27,051.47 
EOG EOG Resources, Inc.
+3.14%
+$1,726.2 
DTM Dt Midstream Inc.
+3.11%
+$1,540.82 
CVE Cenovus Energy Inc.
+3.1%
+$4,581.72 
COP ConocoPhillips
+3.07%
+$3,832.29 
RTX RTX Corporation
+3.05%
+$13,121.28 
LMT Lockheed Martin Corporation
+2.92%
+$2,705.7 
CCI Crown Castle Inc.
+2.82%
+$665.23 
OKE ONEOK, Inc.
+2.76%
+$1,250 
CMS CMS Energy Corporation
+2.72%
+$5,785.78 
SHEL Shell plc
+2.67%
+$299.16 
OXY Occidental Petroleum Corporation
+2.6%
+$289.14 
TRP TC Energy Corporation
+2.55%
+$1,927.36 
TTE TotalEnergies SE
+2.53%
+$1,043.84 
SU Suncor Energy Inc.
+2.5%
+$758 
NGG National Grid plc Sponsored ADR
+2.5%
+$19.8 
LNG Cheniere Energy Inc.
+2.49%
+$24,602.34 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.47%
+$168.35 
IDXX IDEXX Laboratories, Inc.
+2.45%
+$2,778.56 
CVX Chevron Corporation
+2.33%
+$94,125.9 
EPD Enterprise Products Partners L.P.
+2.29%
+$1,003.26 
MDU MDU Resources Group, Inc.
+2.28%
+$42.08 
WEC WEC Energy Group Inc.
+2.19%
+$535.92 
DKS Dick's Sporting Goods, Inc.
+2.1%
+$707.44 
CASY Casey's General Stores Inc.
+2.06%
+$18,351.25 
LHX L3Harris Technologies, Inc.
+2.01%
+$435.15 
PM Philip Morris International Inc.
+2%
+$2,403.01 
AEE Ameren Corporation
+1.99%
+$97.06 
ED Consolidated Edison, Inc.
+1.97%
+$7,903.44 
PEG Public Service Enterprise Group Incorporated
+1.95%
+$871.32 
SOBO South Bow Corporation
+1.93%
+$178.1 
XOM Exxon Mobil Corporation
+1.92%
+$14,585.8 
AEP American Electric Power Company, Inc.
+1.92%
+$4,261.99 
UL Unilever PLC Sponsored American Depositary Receipt
+1.92%
+$2,728 
EXC Exelon Corporation
+1.91%
+$2,210.49 
PEP PepsiCo, Inc.
+1.89%
+$7,773.04 
EVRG Evergy Inc.
+1.88%
+$171.92 
DUK Duke Energy Corporation
+1.86%
+$1,376.83 
USB U.S. Bancorp
+1.83%
+$1,318.8 
PPL PPL Corporation
+1.78%
+$115 
FTS Fortis Inc.
+1.75%
+$36.29 
ATO Atmos Energy Corporation
+1.73%
+$6,202.56 
LOAN Manhattan Bridge Capital Inc.
+1.72%
+$1,812.42 
SRE Sempra
+1.71%
+$308 
GD General Dynamics Corporation
+1.71%
+$8,408.06 
CNP CenterPoint Energy Inc.
+1.67%
+$361.1 
SO The Southern Company
+1.67%
+$2,007.03 
TJX The TJX Companies, Inc.
+1.67%
+$2,115.98 
NEM Newmont Corporation
+1.64%
+$760 
MSI Motorola Solutions, Inc.
+1.59%
+$137.94 
PNW Pinnacle West Capital Corporation
+1.58%
+$483 
VMC Vulcan Materials Company
+1.58%
+$43.89 
TFC Truist Financial Corporation
+1.53%
+$649.22 
F Ford Motor Company
+1.5%
+$477.12 
LNT Alliant Energy Corporation
+1.48%
+$60.7 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+1.47%
+$860.9 
AZO AutoZone Inc.
+1.45%
+$2,439.24 
COST Costco Wholesale Corporation
+1.44%
+$6,345 
FE FirstEnergy Corp.
+1.43%
+$141.05 
CINF Cincinnati Financial Corporation
+1.4%
+$5,445.22 
RGLD Royal Gold Inc.
+1.39%
+$291.6 
MO Altria Group, Inc.
+1.34%
+$1,279.08 
UTL Unitil Corporation
+1.33%
+$119.28 
AWK American Water Works Company, Inc.
+1.3%
+$145.74 
PSX Phillips 66
+1.3%
+$973.84 
WMB The Williams Companies, Inc.
+1.3%
+$244.8 
MDLZ Mondelez International, Inc.
+1.27%
+$209.6 
OGE Oge Energy Corp.
+1.26%
+$110.08 
TMUS T-Mobile US, Inc.
+1.25%
+$7.88 
D Dominion Energy, Inc.
+1.25%
+$401.13 
OGS One Gas Inc.
+1.22%
+$17.29 
CRH CRH plc
+1.22%
+$449 
KR Kroger Co.
+1.2%
+$936.2 
AAP Advance Auto Parts Inc.
+1.18%
+$5.2 
SHLD Global X Defense Tech ETF
+1.18%
+$37,057.74 
VPU Vanguard Utilities ETF
+1.18%
+$61.34 
BKH Black Hills Corporation
+1.17%
+$568.71 
PAA Plains All American Pipeline, L.P.
+1.17%
+$120.95 
ES Eversource Energy
+1.17%
+$3,789.94 
HDV iShares Core High Dividend ETF
+1.17%
+$5,009.4 
SUI Sun Communities Inc.
+1.11%
+$70.95 
NUE Nucor Corporation
+1.11%
+$5,687.94 
GSK GSK plc Sponsored ADR
+1.06%
+$46.8 
COF Capital One Financial Corporation
+1.06%
+$202.08 
NEE NextEra Energy, Inc.
+1.06%
+$4,936.52 
TRV The Travelers Companies, Inc.
+1.05%
+$24,365.16 
WFC Wells Fargo & Company
+1.04%
+$2,117.52 
MPLX MPLX LP
+1.04%
+$8,713.77 
ROK Rockwell Automation, Inc.
+1.04%
+$131.25 
DTE DTE Energy Company
+1.03%
+$743.16 
MET MetLife Inc.
+1.02%
+$1,542.24 
VZ Verizon Communications Inc.
+1.01%
+$21,663 
PNC The PNC Financial Services Group, Inc.
+0.99%
+$1,352.55 
AFL Aflac Inc.
+0.97%
+$3,788.09 
ETR Entergy Corporation
+0.96%
+$521 
DOV Dover Corporation
+0.96%
+$3,411.25 
JPM JPMorgan Chase & Co.
+0.96%
+$31,384.17 
KO The Coca-Cola Company
+0.96%
+$48,479.2 
KIM Kimco Realty Corporation
+0.95%
+$483.75 
HII Huntington Ingalls Industries Inc.
+0.94%
+$6,135 
GE General Electric Company
+0.93%
+$1,547.87 
ITA iShares U.S. Aerospace & Defense ETF
+0.92%
+$8,371.53 
MRK Merck & Co., Inc.
+0.91%
+$27,056.04 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.89%
+$864.5 
DINO HF Sinclair Corporation
+0.88%
+$239.8 
VTRS Viatris Inc.
+0.88%
+$1.92 
CME CME Group Inc.
+0.87%
+$143.93 
BRO Brown & Brown Inc.
+0.87%
+$2,536.41 
CMCSA Comcast Corp
+0.85%
+$1,032.48 
O Realty Income Corporation
+0.85%
+$2,699.21 
CB Chubb Limited
+0.84%
+$3,474.68 
CE Celanese Corporation
+0.84%
+$6,774.3 
LIN Linde plc
+0.83%
+$3,090 
WPC W. P. Carey Inc.
+0.82%
+$3,004.57 
PG Procter & Gamble Co
+0.81%
+$27,354.84 
ELS Equity Lifestyle Properties Inc.
+0.81%
+$986.37 
PCG PG&E Corporation
+0.81%
+$77.28 
LAMR Lamar Advertising Company
+0.79%
+$278.43 
HWM Howmet Aerospace Inc.
+0.79%
+$2,628.9 
SGDM Sprott Gold Miners ETF
+0.78%
+$43.12 
WMT Walmart Inc.
+0.78%
+$29,092.42 
AJG Arthur J. Gallagher & Co.
+0.77%
+$1,228.79 
VTR Ventas Inc.
+0.77%
+$109.2 
ESLT Elbit Systems Ltd.
+0.76%
+$951.47 
HSY The Hershey Company
+0.76%
+$32 
GFI Gold Fields Ltd. Sponsored ADR
+0.76%
+$140 
JNJ Johnson & Johnson
+0.75%
+$24,048.72 
OTIS Otis Worldwide Corporation
+0.75%
+$538.12 
STZ Constellation Brands, Inc.
+0.73%
+$6,077.15 
EIX Edison International
+0.72%
+$102 
SPLV Invesco S&P 500 Low Volatility ETF
+0.72%
+$2,584.28 
FERG Ferguson Enterprises Inc
+0.7%
+$257.6 
BLK BlackRock, Inc.
+0.7%
+$1,086.98 
C Citigroup Inc.
+0.7%
+$2,223.1 
ROST Ross Stores, Inc.
+0.68%
+$8.03 
ICE Intercontinental Exchange, Inc.
+0.68%
+$1,167.48 
PSA Public Storage Common Stock
+0.68%
+$454.26 
ORLY O'Reilly Automotive Inc.
+0.68%
+$794.4 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$285.12 
FAST Fastenal Co.
+0.64%
+$3,317.76 
DOW Dow Inc.
+0.62%
+$1,520.14 
DVY iShares Select Dividend ETF
+0.62%
+$806.54 
HRL Hormel Foods Corporation
+0.62%
+$1,518 
STLD Steel Dynamics Inc.
+0.6%
+$1,023.94 
CI The Cigna Group
+0.6%
+$136.8 
TDG TransDigm Group Inc.
+0.59%
+$675 
SPGI S&P Global Inc.
+0.58%
+$1,634.32 
FVD First Trust Value Line Dividend Index Fund
+0.57%
+$873.6 
FRT Federal Realty Investment Trust
+0.57%
+$1,741.19 
BRK-A Berkshire Hathaway Inc.
+0.57%
+$4,514.01 
HD The Home Depot, Inc.
+0.56%
+$12,437.04 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.56%
+$659.88 
ABBV AbbVie Inc.
+0.56%
+$4,856.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$188.1 
SPG Simon Property Group, Inc.
+0.55%
+$1,919.68 
IAT iShares U.S. Regional Banks ETF
+0.54%
+$1,052.14 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.53%
+$658.12 
GLPI Gaming and Leisure Properties, Inc.
+0.53%
+$53.91 
KMX CarMax Inc.
+0.51%
+$2.7 
LOW Lowe's Companies Inc.
+0.51%
+$1,743 
ADC Agree Realty Corporation
+0.49%
+$1,379.62 
ACN Accenture plc Class A
+0.48%
+$146.88 
KMB Kimberly-Clark Corporation
+0.47%
+$1,568.98 
MFC Manulife Financial Corporation
+0.46%
+$74.4 
KHC The Kraft Heinz Company
+0.45%
+$3.15 
CPRT Copart Inc.
+0.45%
+$469.5 
SYK Stryker Corporation
+0.43%
+$1,568.44 
CL Colgate-Palmolive Company
+0.43%
+$1,742 
KVUE Kenvue Inc.
+0.43%
+$1,294.4 
OHI Omega Healthcare Investors Inc.
+0.42%
+$95 
TPR Tapestry Inc.
+0.41%
+$9.8 
MNST Monster Beverage Corporation
+0.41%
+$646.02 
SJM The J.M. Smucker Company
+0.41%
+$5,478.42 
GNL Global Net Lease, Inc.
+0.4%
+$119.43 
EWU iShares MSCI United Kingdom ETF
+0.4%
+$899.46 
MKC McCormick & Company, Incorporated
+0.39%
+$866.52 
TPL Texas Pacific Land Corporation
+0.38%
+$11.97 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.38%
+$129.76 
HMC Honda Motor Co., Ltd.
+0.38%
+$0.52 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.37%
+$785.75 
FNF Fidelity National Financial, Inc.
+0.35%
+$40.18 
LLY Eli Lilly and Company
+0.35%
+$3,562.13 
PAAS Pan American Silver Corp.
+0.34%
+$21.75 
T AT&T Inc.
+0.34%
+$1,043.76 
BNY BlackRock New York Municipal Income Trust
+0.34%
+$360 
KDP Keurig Dr Pepper Inc.
+0.34%
+$5.52 
MCK McKesson Corporation
+0.33%
+$49.95 
WM Waste Management, Inc.
+0.32%
+$274.77 
MPC Marathon Petroleum Corporation
+0.29%
+$1,063.99 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.28%
+$90.85 
SDY SPDR S&P Dividend ETF
+0.27%
+$1,157.94 
ITW Illinois Tool Works Inc.
+0.27%
+$1,277.5 
V Visa Inc. Class A
+0.26%
+$8,787.41 
RIO Rio Tinto Plc Sponsored ADR
+0.25%
+$135 
CARR Carrier Global Corporation
+0.25%
+$276.75 
MGA Magna International Inc.
+0.23%
+$28.8 
WTFC Wintrust Financial Corporation
+0.22%
+$48 
ADP Automatic Data Processing Inc.
+0.22%
+$1,422.56 
BF-B Brown-Forman Corporation
+0.21%
+$682.92 
FITB Fifth Third Bancorp
+0.21%
+$336.11 
PFE Pfizer Inc.
+0.2%
+$398.88 
GPC Genuine Parts Company
+0.2%
+$629.93 
EFV iShares MSCI EAFE Value ETF
+0.2%
+$6,108.24 
ZBH Zimmer Biomet Holdings, Inc.
+0.19%
+$80.1 
ELV Elevance Health, Inc.
+0.17%
+$75.99 
DWX SPDR S&P International Dividend ETF
+0.17%
+$20.8 
AAPL Apple Inc.
+0.17%
+$6,063.32 
MCD McDonald's Corporation
+0.16%
+$2,952.23 
BIP Brookfield Infrastructure Partners L.P.
+0.16%
+$1,432.68 
GM General Motors Company
+0.15%
+$220.22 
DGRO iShares Core Dividend Growth ETF
+0.15%
+$146.04 
ATR AptarGroup, Inc.
+0.15%
+$104.53 
PH Parker-Hannifin Corporation
+0.15%
+$153.69 
CRML Critical Metals Corp.
+0.14%
+$0.5 
IRT Independence Realty Trust Inc.
+0.14%
+$9.44 
CP Canadian Pacific Kansas City Limited
+0.13%
+$82.5 
CHD Church & Dwight Co., Inc.
+0.13%
+$617.1 
DBRG DigitalBridge Group Inc.
+0.12%
+$1.7 
LNC Lincoln National Corporation
+0.12%
+$4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$284.62 
TIP iShares TIPS Bond ETF
+0.12%
+$88.4 
ERIE Erie Indemnity Company
+0.12%
+$309.4 
BALL Ball Corp.
+0.11%
+$29.54 
ISRG Intuitive Surgical, Inc.
+0.11%
+$16.1 
BA Boeing Company
+0.11%
+$1,610.2 
CLX The Clorox Company
+0.1%
+$261.99 
HBAN Huntington Bancshares Incorporated
+0.1%
+$43.5 
CMI Cummins Inc.
+0.08%
+$178.45 
CLF Cleveland-Cliffs Inc.
+0.08%
+$9.1 
SBUX Starbucks Corporation
+0.06%
+$642.54 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$164.12 
VYM Vanguard High Dividend Yield ETF
+0.05%
+$28.22 
UHT Universal Health Realty Income Trust
+0.05%
+$1.6 
B BARRICK MINING CORP Common Stock (ABR0)
+0.05%
+$64.62 
DG Dollar General Corporation
+0.03%
+$1.12 
CWEN Clearway Energy Inc.
+0.03%
+$5.5 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$5.08 
CACI Caci International Inc.
+0.03%
+$270.04 
IYR iShares U.S. Real Estate ETF
+0.02%
+$126.57 
GL Globe Life Inc.
+0.01%
+$18.1 
VTV Vanguard Value ETF
+0.01%
+$28.34 
CDNMF EGR Exploration Ltd.
0%
$0 
CPB The Campbell's Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 G200
G2004J103
0%
$0 
DNA Ginkgo Bioworks Holdings Inc.
-12.76%
-$7.5 
NVAX Novavax Inc.
-12.56%
-$80.5 
CRWV CoreWeave, Inc.
-12.24%
-$162.07 
TWLO Twilio Inc.
-11.94%
-$32.65 
PACB Pacific Biosciences of California, Inc.
-11.48%
-$15.75 
GRAL Grail, Inc.
-11.45%
-$15.51 
APLD Applied Digital Corporation
-10.42%
-$233.75 
SDGR Schrödinger, Inc.
-10.36%
-$356.4 
LEU Centrus Energy Corp.
-9.91%
-$50.34 
SMCI Super Micro Computer Inc
-9.82%
-$68.9 
GLXY Galaxy Digital Inc. Class A Common Stock
-9.59%
-$7,000 
MRNA Moderna, Inc.
-9.56%
-$226.2 
AEHR Aehr Test Systems
-8.96%
-$12.4 
OUST Ouster, Inc.
-8.62%
-$216 
SNOW Snowflake Inc.
-8.45%
-$283 
OPEN Opendoor Technologies Inc.
-8.4%
-$390 
CAN Canaan Inc.
-8.25%
-$62.4 
OPENL Opendoor Technologies Inc. Series A Warrant
-8.06%
-$0.39 
VKTX Viking Therapeutics Inc.
-7.75%
-$61.48 
RUM Rumble Inc.
-7.72%
-$367.18 
DDOG Datadog, Inc. Class A Common Stock
-7.72%
-$102.75 
PANW Palo Alto Networks, Inc.
-7.61%
-$2,478.96 
PLUG Plug Power Inc.
-7.38%
-$25.85 
RKLB Rocket Lab Corporation
-7.38%
-$1,385.5 
ASTS AST SpaceMobile, Inc.
-7.29%
-$25.92 
COHU Cohu Inc.
-7.09%
-$7,923.93 
CRWD CrowdStrike Holdings, Inc.
-6.99%
-$15,175.93 
QBTS D-Wave Quantum Inc.
-6.95%
-$55.18 
PLTR Palantir Technologies Inc.
-6.84%
-$146,090.56 
INOD Innodata Inc.
-6.6%
-$115.78 
UXRP ProShares Ultra XRP ETF
-6.46%
-$30.09 
COHR Coherent Corp.
-6.28%
-$5,474.04 
BEAM Beam Therapeutics Inc.
-6.11%
-$27.18 
CORZ Core Scientific, Inc.
-6.09%
-$35.2 
SANM Sanmina Corporation
-5.97%
-$2,151.62 
VOYG Voyager Technologies, Inc.
-5.9%
-$7,043.64 
SMR NuScale Power Corporation
-5.61%
-$21.73 
STX Seagate Technology Holdings plc
-5.61%
-$14,558.72 
HPE Hewlett Packard Enterprise Company
-5.55%
-$13,387.82 
CIEN Ciena Corporation
-5.53%
-$5,366.56 
NNE Nano Nuclear Energy Inc.
-5.37%
-$244.55 
AXON Axon Enterprise, Inc.
-5.36%
-$37,626.34 
SNAP Snap Inc.
-5.36%
-$1.73 
NMAX Newsmax Inc.
-5.26%
-$83.3 
BE Bloom Energy Corporation
-5.21%
-$9,294.05 
CION Cion Investment Corporation
-5.19%
-$3,420 
TNXP Tonix Pharmaceuticals Holding Corp
-5.14%
-$175.89 
STRL Sterling Infrastructure, Inc.
-5.05%
-$1,488.3 
INTC Intel Corporation
-5.01%
-$15,499.65 
UROY Uranium Royalty Corp.
-5%
-$18.55 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.99%
-$30.14 
HTZ Hertz Global Holdings, Inc.
-4.92%
-$6.75 
ARDX Ardelyx Inc.
-4.89%
-$16 
AMD Advanced Micro Devices, Inc.
-4.87%
-$108,636.22 
RGTI Rigetti Computing Inc
-4.83%
-$61 
SCO ProShares UltraShort Bloomberg Crude Oil
-4.79%
-$192.56 
WDC Western Digital Corporation
-4.71%
-$16.77 
CHAT Roundhill Generative AI & Technology ETF
-4.68%
-$794.58 
APP AppLovin Corporation Class A Common Stock
-4.64%
-$7,335.37 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-4.54%
-$0.2 
ARKK ARK Innovation ETF Fund
-4.52%
-$263.16 
NTNX Nutanix, Inc.
-4.49%
-$6,889.16 
SHOP Shopify Inc.
-4.47%
-$48,728.58 
UAL United Airlines Holdings, Inc.
-4.43%
-$718.4 
ORCL Oracle Corporation
-4.34%
-$9,887.68 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-4.33%
-$715.15 
USAR USA Rare Earth, Inc.
-4.33%
-$65.28 
DUOL Duolingo, Inc.
-4.28%
-$318.5 
AEIS Advanced Energy Industries Inc.
-4.25%
-$3,066.58 
COIN Coinbase Global, Inc.
-4.25%
-$46.86 
HIMS Hims & Hers Health, Inc.
-4.24%
-$6,225 
BAI iShares A.I. Innovation and Tech Active ETF
-4.22%
-$240,657.81 
MRVL Marvell Technology, Inc.
-4.2%
-$1,245.99 
NTAP NetApp, Inc.
-4.16%
-$3,915.88 
BHE Benchmark Electronics Inc.
-4.14%
-$1,530.15 
ARTY iShares Future AI & Tech ETF
-4.13%
-$29,446.9 
TDOC Teladoc Health Inc.
-4.1%
-$8.33 
KLIC Kulicke & Soffa Industries, Inc.
-4.09%
-$3,073.6 
MU Micron Technology, Inc.
-4.07%
-$108,005.21 
META Meta Platforms Inc Class A
-4.06%
-$39,590.96 
CHRW C.H. Robinson Worldwide, Inc.
-4.04%
-$13,508.27 
CRSP Crispr Therapeutics AG
-4.03%
-$33.2 
AVGO Broadcom Inc.
-4%
-$5,762.13 
ABR Arbor Realty Trust Inc.
-3.93%
-$77.99 
LRCX Lam Research Corporation
-3.85%
-$46,330.12 
LITE Lumentum Holdings Inc.
-3.77%
-$1,737.87 
MLKN MillerKnoll, Inc.
-3.76%
-$35.86 
CLS Celestica Inc.
-3.75%
-$4,121.69 
ANET Arista Networks, Inc.
-3.67%
-$932.97 
GLW Corning Incorporated
-3.62%
-$1,776.77 
ELF Elf Beauty Inc.
-3.6%
-$20.93 
FSK FS KKR Capital Corp.
-3.59%
-$2,100.56 
METC Ramaco Resources, Inc.
-3.54%
-$24.19 
SOFI SoFi Technologies, Inc.
-3.48%
-$315 
SOUN SoundHound AI Inc.
-3.48%
-$57.97 
SE Sea Ltd.
-3.47%
-$25,482.28 
TMQ Trilogy Metals Inc.
-3.47%
-$38.93 
TER Teradyne, Inc.
-3.44%
-$4,964.4 
QS QuantumScape Corp
-3.43%
-$14.5 
DAL Delta Air Lines, Inc.
-3.36%
-$1,522.5 
NFLX Netflix, Inc.
-3.31%
-$4,682.53 
DELL Dell Technologies Inc.
-3.3%
-$2,594.58 
KLAC KLA Corporation
-3.29%
-$802.9 
MP MP Materials Corp.
-3.28%
-$2,907.45 
ARGX argenx SE American Depositary Receipt
-3.27%
-$6,366.4 
NVCR NovoCure Ltd.
-3.26%
-$8.93 
AMAT Applied Materials, Inc.
-3.23%
-$764.5 
SOXX iShares Semiconductor ETF
-3.2%
-$494.7 
QTUM Defiance Quantum ETF
-3.17%
-$1,282.5 
RCAT Red Cat Holdings, Inc.
-3.16%
-$50.69 
LYFT Lyft Inc.
-3.09%
-$1,107.7 
EDIT Editas Medicine Inc.
-3.07%
-$3.98 
AIQ Global X Artificial Intelligence & Technology ETF
-3.07%
-$1,006.67 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.93%
-$359.34 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.92%
-$23.6 
QCOM QUALCOMM Incorporated
-2.9%
-$8,574.96 
AAL American Airlines Group Inc.
-2.89%
-$58.58 
GEN Gen Digital Inc.
-2.88%
-$1,208.35 
DSGX The Descartes Systems Group Inc.
-2.88%
-$4,681.43 
SOXQ Invesco PHLX Semiconductor ETF
-2.87%
-$1,304.76 
CCJ Cameco Corporation
-2.82%
-$70.5 
ULTA Ulta Beauty Inc.
-2.81%
-$28,915.88 
NNDM Nano Dimension Ltd.
-2.78%
-$8.64 
VRT Vertiv Holdings Co
-2.73%
-$9,761.81 
GNRC Generac Holdings Inc.
-2.73%
-$3,468.79 
NDSN Nordson Corporation
-2.73%
-$10,393.59 
ADBE Adobe Inc.
-2.72%
-$24,025.03 
TSLA Tesla, Inc.
-2.7%
-$29,075.94 
XYZ Block, Inc.
-2.69%
-$25,778.5 
CBRE CBRE Group Inc.
-2.69%
-$20,944.62 
RDDT Reddit Inc Class A
-2.66%
-$42.45 
SMH VanEck Semiconductor ETF
-2.66%
-$505.24 
HPQ HP Inc.
-2.66%
-$1,555.54 
IYW iShares U.S. Technology ETF
-2.64%
-$334.67 
CRBU Caribou Biosciences, Inc.
-2.62%
-$1.66 
NTLA Intellia Therapeutics Inc.
-2.56%
-$17,789.47 
SPCX Space Exploration Technologies Corp. Class A
-2.55%
-$2,151.76 
VGT Vanguard Information Technology ETF
-2.54%
-$497.6 
VBK Vanguard Small-Cap Growth ETF
-2.54%
-$25,734.24 
FTEC Fidelity MSCI Information Technology Index ETF
-2.54%
-$422.65 
BRSP BrightSpire Capital Inc.
-2.51%
-$124.73 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.5%
-$41.85 
IWO iShares Russell 2000 Growth ETF
-2.5%
-$443.19 
IWP iShares Russell Mid-Cap Growth ETF
-2.5%
-$6,670.77 
CRM Salesforce Inc
-2.49%
-$44,981.17 
SCHW Charles Schwab Corporation
-2.48%
-$1,212.12 
TTWO Take-Two Interactive Software, Inc.
-2.47%
-$41.44 
ALB Albemarle Corporation
-2.46%
-$6,548.52 
URA Global X Uranium ETF
-2.46%
-$6,955.35 
OBDC Blue Owl Capital Corporation
-2.42%
-$62.5 
KSS Kohl's Corporation
-2.41%
-$13.5 
EL The Estée Lauder Companies Inc. Class A
-2.4%
-$38.62 
SOLV Solventum Corporation
-2.4%
-$23,007.44 
GOOGL Alphabet Inc
-2.35%
-$50,819.9 
QQQM Invesco NASDAQ 100 ETF
-2.29%
-$16,615.22 
CPAY Corpay, Inc.
-2.28%
-$3,552 
QQQ Invesco QQQ Trust, Series 1
-2.27%
-$29,222.7 
MSFT Microsoft Corp.
-2.27%
-$103,245.66 
AMZN Amazon.com Inc
-2.25%
-$73,161.91 
GOOG Alphabet Inc
-2.22%
-$1,944.37 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.19%
-$382.9 
ETN Eaton Corporation plc
-2.19%
-$5,723.26 
DGX Quest Diagnostics Inc.
-2.18%
-$3,438.59 
MTH Meritage Homes Corporation
-2.17%
-$743.85 
LULU lululemon athletica inc.
-2.16%
-$2.14 
CHI Calamos Convertible Opportunities and Income Fund
-2.15%
-$373.62 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-2.15%
-$2,418.03 
NIO Nio Inc.
-2.14%
-$6.3 
ICVT iShares Convertible Bond ETF
-2.14%
-$621 
WAT Waters Corporation
-2.12%
-$3,039.43 
APH Amphenol Corporation
-2.11%
-$1,052.64 
MAGS Roundhill Magnificent Seven Fund
-2.1%
-$125.45 
GPIQ Nasdaq 100 Core Premium Income ETF
-2.09%
-$205.87 
CWB SPDR Bloomberg Convertible Securities ETF
-2.09%
-$263.9 
IWF iShares Russell 1000 Growth ETF
-2.08%
-$608.88 
CSCO Cisco Systems, Inc.
-2.07%
-$54,943.08 
AVK Advent Convertible and Income Fund
-2.06%
-$113.85 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.05%
-$777.78 
VOT Vanguard Mid-Cap Growth ETF
-2.04%
-$3,392.82 
NVT nVent Electric plc
-2.03%
-$859.9 
VUG Vanguard Growth ETF
-1.98%
-$7,011.42 
VONG Vanguard Russell 1000 Growth Fund
-1.98%
-$3,992.34 
TECK Teck Resources Ltd.
-1.98%
-$520 
IYZ iShares U.S. Telecommunications ETF
-1.95%
-$657.54 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.95%
-$60.2 
EQIX Equinix, Inc.
-1.95%
-$213.4 
ILMN Illumina, Inc.
-1.93%
-$31.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.93%
-$196.04 
ECG Everus Construction Group, Inc.
-1.93%
-$12.93 
HL Hecla Mining Company
-1.86%
-$14.5 
HCA HCA Healthcare Inc.
-1.85%
-$17,041.09 
SPMO Invesco S&P 500 Momentum ETF
-1.85%
-$67,219.67 
SYM Symbotic Inc. Class A
-1.85%
-$108.78 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.84%
-$1,582 
FIX Comfort Systems USA, Inc.
-1.83%
-$11,142.22 
ENS EnerSys
-1.83%
-$1,308.24 
SPOT Spotify Technology S.A.
-1.8%
-$1,873.95 
GOF Guggenheim Strategic Opportunities Fund
-1.8%
-$102.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$224,653.88 
CDNS Cadence Design Systems, Inc.
-1.78%
-$1,093.37 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.78%
-$252 
CACC Credit Acceptance Corporation
-1.75%
-$2,305.16 
Q Qnity Electronics Inc.
-1.72%
-$288.4 
DE Deere & Company
-1.72%
-$20,238.36 
IWM iShares Russell 2000 ETF
-1.72%
-$14,261.78 
UBER Uber Technologies, Inc.
-1.71%
-$12,563.56 
IXP iShares Global Comm Services ETF
-1.71%
-$202.5 
BDX Becton, Dickinson and Company
-1.68%
-$6,272.22 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.68%
-$356.4 
MOS Mosaic Company
-1.66%
-$490.77 
FSCO FS Credit Opportunities Corp.
-1.66%
-$978.18 
TGT Target Corporation
-1.65%
-$7,397.04 
ESGE iShares ESG Aware MSCI EM ETF
-1.64%
-$3,728.95 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$73.44 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.61%
-$2,548.8 
PWR Quanta Services Inc.
-1.59%
-$21,656.95 
MSCI MSCI Inc.
-1.58%
-$15,534.31 
RMD ResMed Inc.
-1.58%
-$1,749.56 
EEM iShares MSCI Emerging Markets ETF
-1.56%
-$797.99 
FDS FactSet Research Systems Inc.
-1.55%
-$5,400.71 
ROL Rollins, Inc.
-1.55%
-$9,756.6 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.54%
-$2,960.1 
BEN Franklin Resources Inc.
-1.51%
-$6,119.9 
AVEM Avantis Emerging Markets Equity ETF
-1.49%
-$39,295.07 
IEMG iShares Core MSCI Emerging Markets ETF
-1.49%
-$56,308.92 
BLCR iShares Large Cap Core ACT ETF
-1.47%
-$71,005.64 
VB Vanguard Small-Cap ETF
-1.45%
-$9,372.48 
EXPD Expeditors International of Washington, Inc.
-1.43%
-$6,452.4 
USXF iShares ESG Aware MSCI USA ETF
-1.42%
-$4,915.57 
WCMI First Trust WCM International Equity ETF
-1.42%
-$474.35 
GPN Global Payments Inc.
-1.4%
-$1,899.8 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.4%
-$918 
CEG Constellation Energy Corporation
-1.39%
-$355.26 
EMR Emerson Electric Co.
-1.37%
-$6,110.17 
DOCS Doximity Inc.
-1.36%
-$456.23 
EME EMCOR Group, Inc.
-1.36%
-$4,726.26 
FBRT Franklin BSP Realty Trust Inc.
-1.36%
-$220.32 
DSI iShares MSCI KLD 400 Social ETF
-1.34%
-$5,643.35 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.34%
-$3,967.35 
MTN Vail Resorts, Inc.
-1.32%
-$2,947.19 
ADI Analog Devices, Inc.
-1.29%
-$521.5 
IBIT iShares Bitcoin Trust
-1.29%
-$1,453.8 
PLD Prologis Inc.
-1.28%
-$10,523.52 
GAB Gabelli Equity Trust Inc.
-1.25%
-$123.5 
CRS Carpenter Technology Corporation
-1.25%
-$4,208.81 
ABNB Airbnb, Inc.
-1.25%
-$2,126.6 
GBTC Grayscale Bitcoin Trust ETF
-1.24%
-$47.4 
GS The Goldman Sachs Group, Inc.
-1.24%
-$35,355.02 
TMO Thermo Fisher Scientific Inc.
-1.24%
-$2,292.25 
MGC Vanguard Mega Cap ETF
-1.23%
-$87.75 
NVO Novo Nordisk A/S Sponsored ADR
-1.22%
-$2,046.72 
OEF iShares S&P 100 ETF
-1.22%
-$61.1 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-1.22%
-$8,081.2 
SHW The Sherwin-Williams Company
-1.22%
-$25,172.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.19%
-$1,210.5 
IGD Voya Global Equity Dividend Fund
-1.18%
-$111.37 
UNH UnitedHealth Group Incorporated
-1.16%
-$24,000.07 
NLY Annaly Capital Management, Inc.
-1.14%
-$270.9 
AKBA Akebia Therapeutics Inc.
-1.14%
-$18.13 
IP International Paper Company
-1.13%
-$77 
DD DuPont de Nemours, Inc.
-1.12%
-$147.5 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$10,509.73 
VOO Vanguard S&P 500 ETF
-1.11%
-$4,044.79 
IBM International Business Machines Corporation
-1.11%
-$23,635.17 
ESGU iShares ESG Aware MSCI USA ETF
-1.1%
-$6,655.08 
IJR iShares Core S&P Small-Cap ETF
-1.1%
-$2,547.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.09%
-$159,605.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.09%
-$356,375.6 
IVV iShares Core S&P 500 ETF
-1.08%
-$122,816.76 
MDT Medtronic plc
-1.07%
-$3,983.1 
IJH iShares Core S&P Mid-Cap ETF
-1.06%
-$7,781.76 
SWK Stanley Black & Decker Inc.
-1.06%
-$3,742.62 
FCX Freeport-McMoRan Inc.
-1.05%
-$36.75 
CTVA Corteva Inc.
-1.05%
-$37.8 
MDY SPDR S&P MidCap 400 ETF Trust
-1.04%
-$10,473.65 
THRO iShares U.S. Thematic Rotation Active ETF
-1.04%
-$49,827.2 
HQH Tekla Healthcare Investors
-1.04%
-$19 
HSIC Henry Schein, Inc.
-1.03%
-$1,284.3 
ODFL Old Dominion Freight Line, Inc.
-1.03%
-$1,165.18 
ICLN iShares Global Clean Energy ETF
-1.03%
-$415.99 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.02%
-$5,711.6 
BEP Brookfield Renewable Partners L.P.
-1.01%
-$6.09 
NVDA NVIDIA Corporation
-1.01%
-$28,145.88 
GBX Greenbrier Companies, Inc.
-1.01%
-$344.83 
DVA DaVita Inc.
-0.99%
-$1,808.56 
ECL Ecolab Inc.
-0.98%
-$4,964.96 
ENPH Enphase Energy, Inc.
-0.97%
-$4.8 
GILD Gilead Sciences Inc.
-0.97%
-$258.57 
VT Vanguard Total World Stock ETF
-0.97%
-$39.78 
BHF Brighthouse Financial Inc.
-0.96%
-$9.87 
TROW T. Rowe Price Group, Inc.
-0.96%
-$2,780.02 
FDX FedEx Corporation
-0.93%
-$1,286.59 
BR Broadridge Financial Solutions, Inc.
-0.91%
-$7,697.76 
IWN iShares Russell 2000 Value ETF
-0.91%
-$173.81 
REGN Regeneron Pharmaceuticals, Inc.
-0.9%
-$1,233.25 
URTH iShares MSCI World ETF
-0.89%
-$1,147.68 
DHR Danaher Corporation
-0.87%
-$184.32 
QUAL iShares MSCI USA Quality Factor ETF
-0.87%
-$15,224.22 
MMM 3M Company
-0.87%
-$24,606.72 
OMC Omnicom Group Inc.
-0.85%
-$371.22 
J Jacobs Solutions Inc.
-0.84%
-$305.92 
PFF iShares Preferred and Income Securities ETF
-0.84%
-$4,824.05 
AOS A. O. Smith Corporation
-0.82%
-$2,225.58 
VIRT Virtu Financial, Inc.
-0.8%
-$9,281.88 
GEHC GE HealthCare Technologies Inc.
-0.79%
-$6,838.15 
BN Brookfield Corporation
-0.79%
-$94.25 
UPS United Parcel Service, Inc.
-0.78%
-$71.44 
SLV iShares Silver Trust
-0.77%
-$5,232.4 
CHE Chemed Corporation
-0.76%
-$621.69 
IJS iShares S&P Small-Cap 600 Value ETF
-0.75%
-$2,328.97 
VO Vanguard Mid-Cap ETF
-0.75%
-$65.26 
BAH Booz Allen Hamilton Holding Corporation
-0.73%
-$8.18 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.72%
-$62.4 
MS Morgan Stanley
-0.72%
-$276.41 
SYY Sysco Corporation
-0.72%
-$2,230.79 
DOC Healthpeak Properties, Inc.
-0.71%
-$76.41 
VHT Vanguard Health Care ETF
-0.7%
-$41.49 
MTD Mettler-Toledo International Inc.
-0.69%
-$1,275.68 
BWXT Bwx Technologies Inc.
-0.69%
-$94 
GWW W.W. Grainger, Inc.
-0.68%
-$3,570.82 
IWS iShares Russell Mid-Cap Value ETF
-0.68%
-$280.24 
PSLV Sprott Physical Silver Trust
-0.68%
-$80.64 
CHKP Check Point Software Technologies Ltd.
-0.64%
-$535.93 
RSP Invesco S&P 500 Equal Weight ETF
-0.62%
-$6,834 
EVUS iShares ESG Aware MSCI USA Value ETF
-0.62%
-$1,305.94 
IHI iShares U.S. Medical Devices ETF
-0.61%
-$63.69 
RDVY First Trust Rising Dividend Achievers ETF
-0.6%
-$117.12 
LAND Gladstone Land Corporation
-0.59%
-$11 
EWJ iShares MSCI Japan ETF
-0.59%
-$25.2 
PRU Prudential Financial, Inc.
-0.58%
-$652.58 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.57%
-$36,593.78 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.55%
-$931.96 
VEU Vanguard FTSE All-World ex-US ETF
-0.54%
-$17.36 
VST Vistra Corp
-0.54%
-$122.75 
PLUS Eplus Inc.
-0.54%
-$756.84 
WAB Wabtec Corporation
-0.53%
-$4.59 
USMV iShares MSCI USA Min Vol Factor ETF
-0.53%
-$5,971.86 
CORO Ishares International Country Rotational Active ETF
-0.53%
-$35,904.39 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.53%
-$433.75 
IALT iShares Systematic Alternatives Active ETF
-0.52%
-$5,918.06 
CAH Cardinal Health Inc.
-0.52%
-$2,971.1 
DHI D.R. Horton, Inc.
-0.51%
-$10.72 
NKE Nike, Inc. - Class B
-0.51%
-$5,380.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.51%
-$12,188.5 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$11,458.98 
PPG PPG Industries Inc.
-0.49%
-$1,545.08 
PAVE Global X U.S. Infrastructure Development ETF
-0.47%
-$67.75 
INDA ISHARES MSCI INDIA ETF
-0.47%
-$16.87 
HAS Hasbro Inc.
-0.45%
-$290.4 
TOL Toll Brothers Inc
-0.44%
-$8.85 
AGI Alamos Gold Inc.
-0.44%
-$437.36 
ESS Essex Property Trust, Inc.
-0.43%
-$1,420.38 
HNI HNI Corporation
-0.42%
-$4.6 
TSCO Tractor Supply Company
-0.42%
-$95.06 
WST West Pharmaceutical Services, Inc.
-0.41%
-$1,747.48 
SILJ Amplify Junior Silver Miners ETF
-0.41%
-$10.5 
JNK SPDR Bloomberg High Yield Bond ETF
-0.4%
-$81.77 
IWD iShares Russell 1000 Value ETF
-0.39%
-$87.87 
XLV Health Care Select Sector SPDR Fund
-0.38%
-$17 
WPM Wheaton Precious Metals Corp.
-0.38%
-$186.15 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.36%
-$23.53 
UNP Union Pacific Corporation
-0.36%
-$629.99 
FBIN Fortune Brands Innovations Inc.
-0.36%
-$85.26 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.36%
-$332.22 
VNT Vontier Corporation
-0.36%
-$65.64 
CSX CSX Corporation
-0.36%
-$241.85 
DCI Donaldson Company, Inc.
-0.36%
-$234.99 
MA Mastercard Incorporated
-0.36%
-$797.81 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.35%
-$1,178.5 
DIS The Walt Disney Company
-0.35%
-$9,220.77 
ROP Roper Technologies Inc.
-0.35%
-$1,038.74 
SOLS Sollensys Corp
-0.35%
-$2.08 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.34%
-$200.18 
ABT Abbott Laboratories
-0.33%
-$1,221.85 
VONV Vanguard Russell 1000 Value Index Fund
-0.33%
-$964.01 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.32%
-$234 
BAC Bank of America Corporation
-0.31%
-$2,800 
CFG Citizens Financial Group, Inc.
-0.31%
-$266.95 
TKR Timken Co.
-0.3%
-$326.37 
ADM Archer-Daniels-Midland Co
-0.29%
-$1,666.73 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.29%
-$1,588.65 
AMGN Amgen Inc.
-0.29%
-$7,616.9 
CEF Sprott Physical Gold and Silver Trust
-0.28%
-$11.5 
XME SPDR S&P Metals & Mining ETF
-0.28%
-$58.71 
PFG Principal Financial Group, Inc.
-0.28%
-$49.41 
GLD SPDR Gold Shares
-0.27%
-$3,073.32 
GLDM SPDR Gold MiniShares Trust
-0.27%
-$895.5 
IAU iShares Gold Trust
-0.27%
-$729.96 
AEM Agnico Eagle Mines Limited
-0.26%
-$968.72 
IVE ISHARES S&P 500 VALUE ETF
-0.26%
-$28,897.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$64.77 
CAT Caterpillar Inc.
-0.24%
-$9,439.55 
VIG Vanguard Dividend Appreciation ETF
-0.23%
-$1,010.05 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.23%
-$52.09 
AMCR Amcor plc
-0.23%
-$720.1 
CGAU Centerra Gold Inc.
-0.23%
-$15 
GNTX Gentex Corporation
-0.21%
-$165.74 
PNR Pentair plc
-0.21%
-$367.73 
GXO GXO Logistics Inc.
-0.19%
-$18 
AXP American Express Company
-0.19%
-$4,732.2 
GIB CGI Inc.
-0.19%
-$128.66 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.19%
-$815.1 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.18%
-$37.95 
CFO VictoryShares US 500 Enhanced ETF
-0.18%
-$155.56 
ROKU Roku, Inc.
-0.17%
-$16.9 
CTAS Cintas Corporation
-0.16%
-$619.85 
ENLT Enlight Renewable Energy Ltd.
-0.16%
-$2.99 
TLT iShares 20+ Year Treasury Bond ETF
-0.16%
-$265.2 
CALM Cal-Maine Foods Inc.
-0.16%
-$20.7 
APD Air Products and Chemicals, Inc.
-0.15%
-$667.47 
SYSB iShares Systematic Bond ETF
-0.15%
-$487.24 
EFA iShares MSCI EAFE ETF
-0.14%
-$1,487.85 
PHYS Sprott Physical Gold Trust
-0.14%
-$46.66 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.14%
-$53.79 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.14%
-$121.2 
AES AES Corporation
-0.13%
-$16.88 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$75.4 
COWZ Pacer US Cash Cows 100 ETF
-0.13%
-$15.93 
MBB iShares MBS ETF
-0.13%
-$2,124.97 
FGDL Franklin Responsibly Sourced Gold ETF
-0.13%
-$10.01 
IEFA iShares Core MSCI EAFE ETF
-0.12%
-$242.52 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.12%
-$85.7 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.12%
-$46.55 
DLR Digital Realty Trust, Inc.
-0.12%
-$72.8 
MTZ MasTec, Inc. Common Stock
-0.12%
-$63.58 
NSC Norfolk Southern Corporation
-0.12%
-$187.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$685.86 
GHC Graham Holdings Co.
-0.11%
-$64.5 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.1%
-$1,542.96 
MUB iShares National Muni Bond ETF
-0.1%
-$2,948.1 
HEI Heico Corporation
-0.09%
-$109.2 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.09%
-$119.52 
LMUB iShares Long-Term National Muni Bond ETF
-0.09%
-$1,239.16 
KGC Kinross Gold Corporation
-0.08%
-$77.2 
ARGT GLOBAL X MSCI ARGENTINA ETF
-0.08%
-$159.74 
TXN Texas Instruments Inc
-0.08%
-$35.64 
BMY Bristol-Myers Squibb Company
-0.07%
-$136.08 
PAYO Payoneer Global Inc.
-0.07%
-$92.19 
HLF Herbalife Ltd.
-0.07%
-$2.66 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$2,556.63 
BSX Boston Scientific Corporation
-0.06%
-$62.02 
ASML ASML Holding N.V. New York Registry Shares
-0.03%
-$9.02 
ACA Arcosa Inc.
-0.03%
-$310.6 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$419.07 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$564.58 
FNV Franco-Nevada Corporation
-0.02%
-$0.5 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$11.48 
VNQ Vanguard Real Estate ETF
-0.02%
-$4.7 
GEV GE Vernova Inc.
-0.01%
-$38.22 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$9.06 
BINC iShares Flexible Income Active ETF
-0.01%
-$53.73 
COR Cencora, Inc.
-0.01%
-$22.89 Events
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Dividends
Dividend Analysis
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| Trades 4267 | Longs Won 2671/4267 62% | Profit Factor 6.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $497,210.3 |
| Average Win $54,431.25 | Best Trade (Jun 30) $24.52M | Sharpe Ratio -11.73 |
| Average Loss -$13,047.96 | Worst Trade (Dec 31) -$678,176.72 | Z-Score 2.17 (97.01%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $29,190.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 165 | $2,430.18 | $1,967.62 | - | -$462.56 | -19.03% | -2.891% |
| AAP Advance Auto Parts Inc. | 10 | $465 | $444.4 | - | -$20.6 | -4.43% | +1.184% |
| AAPL Apple Inc. | 10,454 | $2.02M | $3.58M | - | $1.57M | 77.68% | +0.17% |
| ABBV AbbVie Inc. | 3,074 | $593,345.96 | $876,028.52 | - | $282,682.56 | 47.64% | +0.558% |
| ABNB Airbnb, Inc. | 980 | $118,991.97 | $168,667.8 | - | $49,675.83 | 41.75% | -1.245% |
| ABR Arbor Realty Trust Inc. | 709 | $9,394 | $1,907.21 | - | -$7,486.79 | -79.7% | -3.929% |
| ABT Abbott Laboratories | 3,491 | $386,141.3 | $364,216.03 | - | -$21,925.27 | -5.68% | -0.334% |
| ACA Arcosa Inc. | 7,766 | $875,127.79 | $1.14M | - | $266,241.23 | 30.42% | -0.027% |
| ACN Accenture plc Class A | 136 | $31,458.85 | $30,736 | - | -$722.85 | -2.3% | +0.48% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 86,103 | $6.01M | $6.39M | - | $380,367.4 | 6.33% | -0.569% |
| ADBE Adobe Inc. | 3,515 | $1.15M | $860,595.02 | - | -$294,197.31 | -25.48% | -2.716% |
| ADC Agree Realty Corporation | 4,245 | $302,069.04 | $283,926.82 | - | -$18,142.22 | -6.01% | +0.488% |
| ADI Analog Devices, Inc. | 100 | $23,012 | $39,873.5 | - | $16,861.5 | 73.27% | -1.291% |
| ADM Archer-Daniels-Midland Co | 6,803 | $393,139.28 | $562,506.05 | - | $169,366.77 | 43.08% | -0.295% |
| ADP Automatic Data Processing Inc. | 2,258 | $611,075.54 | $646,420.24 | - | $35,344.7 | 5.78% | +0.221% |
| AEE Ameren Corporation | 47 | $3,943.52 | $4,973.77 | - | $1,030.25 | 26.13% | +1.99% |
| AEHR Aehr Test Systems | 2 | $189.54 | $126.02 | - | -$63.52 | -33.51% | -8.958% |
| AEIS Advanced Energy Industries Inc. | 286 | $92,295 | $69,028.3 | - | -$23,266.7 | -25.21% | -4.254% |
| AEM Agnico Eagle Mines Limited | 1,957 | $165,063.19 | $366,086.2 | - | $201,023.01 | 121.79% | -0.264% |
| AEP American Electric Power Company, Inc. | 1,787 | $153,860.93 | $226,368.22 | - | $72,507.29 | 47.13% | +1.919% |
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FAQ
Which stocks have generated the highest profits for David Millar?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Small-Cap Growth ETF - $25.06M, SPDR S&P 500 ETF Trust - $18.15M, VANGUARD TOTAL STOCK MKT ETF - $10.52M, iShares MSCI EAFE Value ETF - $2.5M, and iShares MSCI USA Quality Factor ETF - $1.68M. 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: Intel Corporation - $683,632.85, Novo Nordisk A/S Sponsored ADR - $643,063.7, FactSet Research Systems Inc - $427,961.65, Dow Inc - $361,367.74, and Super Micro Computer Inc - $319,100.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Millar's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.19M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $986,473.96, iShares MSCI EAFE Value ETF - $671,181.33, VANGUARD TOTAL STOCK MKT ETF - $577,303.61, Verizon Communications Inc - $296,826.28, and Vanguard Small-Cap Growth ETF - $283,373.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Millar's monthly returns?
David Millar's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Millar's strategy be considered aggressive or moderate?
David Millar'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 David Millar's strategy?
David Millar's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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