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:
45.28%
Gain -0.45%
Monthly
1.29%
Yearly
16.67%
Drawdown
16.33%
$363.32M
Equity
Holdings
$363.32M
Investment
$297.95M
$130.07M
Profit -$1.5M
Realized
$64.71M
Unrealized
$65.36M
Dividends
$13.22M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.5M
Win %
69%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.41M
Win %
69%
This Month
Compared to last month
Gain
-0.41%
Profit
-$1.5M
Win %
69%
This Year
Compared to last year
Gain
0.93%
Profit
$3.25M
Win %
68%
MNST Monster Beverage Corporation
+99.96%
+$157,698.72 
MPC Marathon Petroleum Corporation
+7.42%
+$16,811.19 
OVV Ovintiv Inc.
+7.08%
+$3,360 
ODV Osisko Development Corp.
+6.06%
+$80 
PSX Phillips 66
+5.69%
+$3,006.99 
PR Permian Resources Corporation
+5.36%
+$6.48 
SPOT Spotify Technology S.A.
+4.85%
+$4,617.6 
TNXP Tonix Pharmaceuticals Holding Corp
+4.66%
+$298.48 
DOW Dow Inc.
+4.23%
+$10,189.08 
HL Hecla Mining Company
+4.15%
+$35 
UBER Uber Technologies, Inc.
+4.01%
+$30,997.01 
ISRG Intuitive Surgical, Inc.
+3.85%
+$509.95 
RMD ResMed Inc.
+3.83%
+$3,714.38 
NEM Newmont Corporation
+3.79%
+$1,712 
LNG Cheniere Energy Inc.
+3.73%
+$33,819.26 
ABNB Airbnb, Inc.
+3.72%
+$6,497.39 
BP BP p.l.c. Sponsored ADR
+3%
+$1,450 
FERG Ferguson Enterprises Inc
+2.76%
+$1,141.49 
MDT Medtronic plc
+2.58%
+$8,786.25 
CASY Casey's General Stores Inc.
+2.46%
+$27,175.74 
DHR Danaher Corporation
+2.25%
+$419.51 
WMB The Williams Companies, Inc.
+2.06%
+$394.4 
ILMN Illumina, Inc.
+2.04%
+$22.98 
SYK Stryker Corporation
+2%
+$8,373.3 
CLF Cleveland-Cliffs Inc.
+1.88%
+$209.3 
RGLD Royal Gold Inc.
+1.83%
+$378.9 
MRK Merck & Co., Inc.
+1.82%
+$47,962.98 
QS QuantumScape Corp
+1.81%
+$11 
MOS Mosaic Company
+1.78%
+$638.78 
ANET Arista Networks, Inc.
+1.51%
+$390.45 
QNCX Quince Therapeutics, Inc.
+1.49%
+$74.25 
ACN Accenture plc Class A
+1.44%
+$344.08 
CE Celanese Corporation
+1.3%
+$9,900.9 
FCX Freeport-McMoRan Inc.
+1.28%
+$44.5 
SNOW Snowflake Inc.
+1.27%
+$42.1 
MCK McKesson Corporation
+1.18%
+$154.35 
KMX CarMax Inc.
+1.03%
+$6 
GLD SPDR Gold Shares
+1.02%
+$11,969.87 
GOOGL Alphabet Inc
+0.91%
+$19,931.86 
ELV Elevance Health, Inc.
+0.89%
+$357 
ABT Abbott Laboratories
+0.75%
+$2,827.71 
WMT Walmart Inc.
+0.72%
+$25,753.95 
TSLA Tesla, Inc.
+0.7%
+$6,837.93 
JPM JPMorgan Chase & Co.
+0.64%
+$22,193.89 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.59%
+$105.35 
HIMS Hims & Hers Health, Inc.
+0.57%
+$900 
COST Costco Wholesale Corporation
+0.52%
+$2,218.5 
RTX RTX Corporation
+0.49%
+$2,511.36 
GEN Gen Digital Inc.
+0.41%
+$202.8 
ATNM Actinium Pharmaceuticals Inc.
+0.38%
+$315.34 
CAH Cardinal Health Inc.
+0.33%
+$1,769.06 
HBAN Huntington Bancshares Incorporated
+0.28%
+$145 
TMQ Trilogy Metals Inc.
+0.26%
+$4.58 
PLUG Plug Power Inc.
+0.23%
+$1.18 
IXP iShares Global Comm Services ETF
+0.22%
+$25.5 
CEG Constellation Energy Corporation
+0.2%
+$50.22 
GOF Guggenheim Strategic Opportunities Fund
+0.19%
+$13.18 
ABR Arbor Realty Trust Inc.
+0.19%
+$7.09 
BMY Bristol-Myers Squibb Company
+0.18%
+$362.88 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.17%
+$343.2 
EXPD Expeditors International of Washington, Inc.
+0.16%
+$661.18 
ICE Intercontinental Exchange, Inc.
+0.16%
+$259.44 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+0.16%
+$0.01 
F Ford Motor Company
+0.14%
+$51.58 
UHT Universal Health Realty Income Trust
+0.14%
+$4.8 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,527.24 
BIP Brookfield Infrastructure Partners L.P.
+0.13%
+$1,193.88 
AGI Alamos Gold Inc.
+0.12%
+$124.96 
CRH CRH plc
+0.12%
+$53.88 
UXRP ProShares Ultra XRP ETF
+0.11%
+$0.34 
CWB SPDR Bloomberg Convertible Securities ETF
+0.11%
+$14.3 
PLUS Eplus Inc.
+0.1%
+$133.56 
FSCO FS Credit Opportunities Corp.
+0.1%
+$57.54 
EME EMCOR Group, Inc.
+0.1%
+$370.49 
WPM Wheaton Precious Metals Corp.
+0.09%
+$43.8 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+0.09%
+$108.27 
DTM Dt Midstream Inc.
+0.08%
+$45.87 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.08%
+$28.39 
ALB Albemarle Corporation
+0.08%
+$270.6 
HEI Heico Corporation
+0.07%
+$105.31 
VOYG Voyager Technologies, Inc.
+0.07%
+$133.74 
MTZ MasTec, Inc. Common Stock
+0.07%
+$54.91 
PAYO Payoneer Global Inc.
+0.07%
+$92.19 
GIB CGI Inc.
+0.07%
+$45.95 
EPD Enterprise Products Partners L.P.
+0.07%
+$30.77 
LITE Lumentum Holdings Inc.
+0.07%
+$31.27 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.06%
+$0.4 
CWEN Clearway Energy Inc.
+0.06%
+$11 
ENPH Enphase Energy, Inc.
+0.06%
+$0.4 
TSCO Tractor Supply Company
+0.06%
+$13.58 
GSK GSK plc Sponsored ADR
+0.06%
+$2.7 
NVT nVent Electric plc
+0.06%
+$26.19 
TOL Toll Brothers Inc
+0.05%
+$1.2 
ECG Everus Construction Group, Inc.
+0.05%
+$0.42 
DSGX The Descartes Systems Group Inc.
+0.05%
+$73.44 
BHE Benchmark Electronics Inc.
+0.05%
+$20.2 
PSLV Sprott Physical Silver Trust
+0.05%
+$6.4 
CLS Celestica Inc.
+0.05%
+$52.36 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$514.11 
MFC Manulife Financial Corporation
+0.04%
+$7.44 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.04%
+$17.93 
CNQ Canadian Natural Resources Limited
+0.04%
+$20.82 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+0.04%
+$0.01 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$170.55 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$17.36 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.04%
+$336.42 
LULU lululemon athletica inc.
+0.04%
+$0.05 
MP MP Materials Corp.
+0.04%
+$42.6 
UTL Unitil Corporation
+0.04%
+$3.36 
RKLB Rocket Lab Corporation
+0.04%
+$10.2 
MPLX MPLX LP
+0.03%
+$292.9 
AIQ Global X Artificial Intelligence & Technology ETF
+0.03%
+$10.22 
HMC Honda Motor Co., Ltd.
+0.03%
+$0.04 
AMAT Applied Materials, Inc.
+0.03%
+$8.8 
TECK Teck Resources Ltd.
+0.03%
+$8 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.03%
+$28.48 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.03%
+$1.75 
LYFT Lyft Inc.
+0.03%
+$10.45 
PAAS Pan American Silver Corp.
+0.03%
+$2.17 
TPL Texas Pacific Land Corporation
+0.03%
+$0.9 
CACI Caci International Inc.
+0.03%
+$277.74 
CINF Cincinnati Financial Corporation
+0.03%
+$116.6 
ERIE Erie Indemnity Company
+0.03%
+$77.34 
VNT Vontier Corporation
+0.03%
+$5.47 
WAT Waters Corporation
+0.03%
+$35.53 
AXP American Express Company
+0.03%
+$709.83 
KSS Kohl's Corporation
+0.03%
+$0.12 
ROKU Roku, Inc.
+0.03%
+$2.6 
ROL Rollins, Inc.
+0.03%
+$185.84 
AMD Advanced Micro Devices, Inc.
+0.03%
+$476.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$966.78 
GHC Graham Holdings Co.
+0.02%
+$14.5 
NSC Norfolk Southern Corporation
+0.02%
+$40.01 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$32.31 
AEM Agnico Eagle Mines Limited
+0.02%
+$78.26 
ATR AptarGroup, Inc.
+0.02%
+$16.95 
LNC Lincoln National Corporation
+0.02%
+$0.8 
AVEM Avantis Emerging Markets Equity ETF
+0.02%
+$582.84 
AMCR Amcor plc
+0.02%
+$72.01 
T AT&T Inc.
+0.02%
+$65.23 
BAH Booz Allen Hamilton Holding Corporation
+0.02%
+$0.22 
BSX Boston Scientific Corporation
+0.02%
+$24.81 
AEHR Aehr Test Systems
+0.02%
+$0.04 
EQT EQT Corporation
+0.02%
+$1 
ETR Entergy Corporation
+0.02%
+$10.42 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$22.78 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$18.25 
SMH VanEck Semiconductor ETF
+0.02%
+$3.81 
GPC Genuine Parts Company
+0.02%
+$58.33 
SCO ProShares UltraShort Bloomberg Crude Oil
+0.02%
+$1.16 
SLV iShares Silver Trust
+0.02%
+$130.81 
AEP American Electric Power Company, Inc.
+0.02%
+$35.74 
NTNX Nutanix, Inc.
+0.02%
+$21.94 
TRP TC Energy Corporation
+0.02%
+$12.68 
IAT iShares U.S. Regional Banks ETF
+0.02%
+$33.94 
EWU iShares MSCI United Kingdom ETF
+0.01%
+$35.51 
CMS CMS Energy Corporation
+0.01%
+$31.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$3.81 
COIN Coinbase Global, Inc.
+0.01%
+$0.12 
ARKK ARK Innovation ETF Fund
+0.01%
+$0.68 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$21.6 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$503.77 
CPAY Corpay, Inc.
+0.01%
+$19.2 
DUK Duke Energy Corporation
+0.01%
+$9.35 
GPN Global Payments Inc.
+0.01%
+$16.1 
IP International Paper Company
+0.01%
+$1 
NI NiSource Inc.
+0.01%
+$5.44 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$39.8 
IWD iShares Russell 1000 Value ETF
+0.01%
+$2.61 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$0.39 
CP Canadian Pacific Kansas City Limited
+0.01%
+$7.5 
EXC Exelon Corporation
+0.01%
+$13.64 
SO The Southern Company
+0.01%
+$13.47 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.01%
+$2.53 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$6 
VNQ Vanguard Real Estate ETF
+0.01%
+$3.13 
AEE Ameren Corporation
+0.01%
+$0.47 
OXY Occidental Petroleum Corporation
+0.01%
+$0.92 
PFG Principal Financial Group, Inc.
+0.01%
+$1.62 
TIP iShares TIPS Bond ETF
+0.01%
+$6.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$0.06 
PRU Prudential Financial, Inc.
+0.01%
+$9.74 
STLD Steel Dynamics Inc.
+0.01%
+$14.03 
SU Suncor Energy Inc.
+0.01%
+$2 
TTWO Take-Two Interactive Software, Inc.
+0.01%
+$0.16 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$4.01 
IVV iShares Core S&P 500 ETF
+0.01%
+$881.46 
ADP Automatic Data Processing Inc.
+0.01%
+$45.14 
AMGN Amgen Inc.
+0.01%
+$183.54 
APD Air Products and Chemicals, Inc.
+0.01%
+$29.01 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$2.37 
FDS FactSet Research Systems Inc.
+0.01%
+$23.07 
TRV The Travelers Companies, Inc.
+0.01%
+$151.46 
VST Vistra Corp
+0.01%
+$1.47 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$16.89 
VTV Vanguard Value ETF
+0.01%
+$21.25 
COR Cencora, Inc.
+0.01%
+$15.28 
QCOM QUALCOMM Incorporated
+0.01%
+$16.57 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$50.2 
CAT Caterpillar Inc.
+0.01%
+$216.89 
PNW Pinnacle West Capital Corporation
+0.01%
+$1.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$32.66 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$1.1 
MUB iShares National Muni Bond ETF
+0.01%
+$147.41 
URTH iShares MSCI World ETF
+0.01%
+$6.17 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$13.12 
MTD Mettler-Toledo International Inc.
0%
+$5.61 
SJM The J.M. Smucker Company
0%
+$53.71 
TWLO Twilio Inc.
0%
+$0.01 
VMC Vulcan Materials Company
0%
+$0.11 
IVE ISHARES S&P 500 VALUE ETF
0%
+$481.15 
APP AppLovin Corporation Class A Common Stock
0%
+$5.61 
MCD McDonald's Corporation
0%
+$37.22 
BLK BlackRock, Inc.
0%
+$1.39 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
+$0.81 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
BEAM Beam Therapeutics Inc.
0%
$0 
BHF Brighthouse Financial Inc.
0%
$0 
BKH Black Hills Corporation
0%
$0 
BN Brookfield Corporation
0%
$0 
CB Chubb Limited
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CION Cion Investment Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CPRT Copart Inc.
0%
$0 
CRBU Caribou Biosciences, Inc.
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENLT Enlight Renewable Energy Ltd.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
FBIN Fortune Brands Innovations Inc.
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
FTS Fortis Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GFI Gold Fields Ltd. Sponsored ADR
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
INOD Innodata Inc.
0%
$0 
IRT Independence Realty Trust Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LAND Gladstone Land Corporation
0%
$0 
LOAN Manhattan Bridge Capital Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
MDU MDU Resources Group, Inc.
0%
$0 
METC Ramaco Resources, Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MLKN MillerKnoll, Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NNDM Nano Dimension Ltd.
0%
$0 
NTLA Intellia Therapeutics Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
OGE Oge Energy Corp.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SRE Sempra
0%
$0 
SYY Sysco Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UROY Uranium Royalty Corp.
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
WPRT Westport Fuel Systems Inc.
0%
$0 
WTFC Wintrust Financial Corporation
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ARKQ Ark Autonomous Technology & Robotics ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
COMT iShares GSCI Commodity Dynamic Strategy ETF
0%
$0 
COM Direxion Auspice Broad Commodity Strategy ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DWX SPDR S&P International Dividend ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
FGDL Franklin Responsibly Sourced Gold ETF
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
+$0.8 
MBB iShares MBS ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SGDM Sprott Gold Miners ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SMDV ProShares Russell 2000 Dividend Growers ETF
0%
$0 
SOXQ Invesco PHLX Semiconductor ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
+$0.52 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
GRAL Grail, Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
CHI Calamos Convertible Opportunities and Income Fund
0%
$0 
AVK Advent Convertible and Income Fund
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
CEF Sprott Physical Gold and Silver Trust
0%
$0 
IGD Voya Global Equity Dividend Fund
0%
$0 G200
G2004J103
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 BPRE
BPRE
-13.28%
-$6,429 
AKBA Akebia Therapeutics Inc.
-7.25%
-$151.47 
CAN Canaan Inc.
-6.54%
-$42 
SMR NuScale Power Corporation
-6.52%
-$40.32 
MICC The Magnum Ice Cream Company N.V.
-5.68%
-$180.1 
GLW Corning Incorporated
-4.78%
-$2,811.6 
UAL United Airlines Holdings, Inc.
-4.48%
-$928 
DNA Ginkgo Bioworks Holdings Inc.
-4.01%
-$1.6 
BE Bloom Energy Corporation
-3.97%
-$6,576.05 
LAMR Lamar Advertising Company
-3.91%
-$1,503.31 
MTH Meritage Homes Corporation
-3.51%
-$1,493.4 
DHI D.R. Horton, Inc.
-2.93%
-$66.3 
NVDA NVIDIA Corporation
-2.86%
-$82,381.45 
RUM Rumble Inc.
-2.74%
-$135.28 
KLAC KLA Corporation
-2.71%
-$751.8 
Q Qnity Electronics Inc.
-2.63%
-$508.2 
SOXX iShares Semiconductor ETF
-2.56%
-$416.4 
AOS A. O. Smith Corporation
-2.45%
-$7,130.94 
PCG PG&E Corporation
-2.4%
-$309.12 
KDP Keurig Dr Pepper Inc.
-2.37%
-$34.08 
GBX Greenbrier Companies, Inc.
-2.31%
-$951.57 
AFL Aflac Inc.
-2.14%
-$8,794.98 
PM Philip Morris International Inc.
-1.88%
-$2,142.01 
CRS Carpenter Technology Corporation
-1.87%
-$9,473.13 
ODFL Old Dominion Freight Line, Inc.
-1.76%
-$2,270.76 
MDLZ Mondelez International, Inc.
-1.73%
-$282.96 
OGS One Gas Inc.
-1.68%
-$25.65 
BEP Brookfield Renewable Partners L.P.
-1.63%
-$11.34 
AAPL Apple Inc.
-1.62%
-$53,001.78 
LRCX Lam Research Corporation
-1.59%
-$21,463.24 
SUI Sun Communities Inc.
-1.55%
-$102.85 
ADI Analog Devices, Inc.
-1.54%
-$600.5 
KHC The Kraft Heinz Company
-1.54%
-$11.7 
USAR USA Rare Earth, Inc.
-1.5%
-$39.44 
STX Seagate Technology Holdings plc
-1.45%
-$4,425.52 
KIM Kimco Realty Corporation
-1.43%
-$787.5 
ORLY O'Reilly Automotive Inc.
-1.39%
-$1,721.2 
FBRT Franklin BSP Realty Trust Inc.
-1.26%
-$259.2 
FIX Comfort Systems USA, Inc.
-1.16%
-$8,100.83 
BF-B Brown-Forman Corporation
-1.16%
-$3,756.06 
LEU Centrus Energy Corp.
-1.06%
-$8.12 
SPG Simon Property Group, Inc.
-1.06%
-$4,045.04 
VGT Vanguard Information Technology ETF
-0.99%
-$192 
FTEC Fidelity MSCI Information Technology Index ETF
-0.98%
-$162.45 
GNTX Gentex Corporation
-0.95%
-$847.09 
TFC Truist Financial Corporation
-0.94%
-$444.92 
PEP PepsiCo, Inc.
-0.93%
-$4,143.49 
SBUX Starbucks Corporation
-0.88%
-$9,959.37 
HPQ HP Inc.
-0.83%
-$474.25 
NVAX Novavax Inc.
-0.76%
-$3 
TDOC Teladoc Health Inc.
-0.7%
-$1.7 
BA Boeing Company
-0.69%
-$13,123.13 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$105.69 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$1,535.45 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$391.68 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.54%
-$8,229.12 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.54%
-$951.82 
EFA iShares MSCI EAFE ETF
-0.5%
-$5,356.26 
KR Kroger Co.
-0.44%
-$310 
PACB Pacific Biosciences of California, Inc.
-0.42%
-$0.35 
IBM International Business Machines Corporation
-0.41%
-$8,800.81 
IYZ iShares U.S. Telecommunications ETF
-0.37%
-$134.88 
D Dominion Energy, Inc.
-0.36%
-$122.64 
EDIT Editas Medicine Inc.
-0.35%
-$0.53 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$101.48 
OUST Ouster, Inc.
-0.29%
-$10 
SNAP Snap Inc.
-0.28%
-$0.07 
ARGT GLOBAL X MSCI ARGENTINA ETF
-0.26%
-$547.68 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$181.2 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.26%
-$341.25 
ARDX Ardelyx Inc.
-0.22%
-$0.89 
NIO Nio Inc.
-0.21%
-$0.84 
KO The Coca-Cola Company
-0.21%
-$9,916.37 
VT Vanguard Total World Stock ETF
-0.2%
-$8.58 
SOUN SoundHound AI Inc.
-0.17%
-$4.64 
HQH Tekla Healthcare Investors
-0.13%
-$2.85 
KLIC Kulicke & Soffa Industries, Inc.
-0.12%
-$99.44 
LMUB iShares Long-Term National Muni Bond ETF
-0.12%
-$1,858.74 
ENS EnerSys
-0.12%
-$91.08 
ARGX argenx SE American Depositary Receipt
-0.11%
-$225.4 
NMAX Newsmax Inc.
-0.11%
-$1.7 
CACC Credit Acceptance Corporation
-0.11%
-$152.96 
RCAT Red Cat Holdings, Inc.
-0.11%
-$3.27 
GNL Global Net Lease, Inc.
-0.11%
-$39.81 
AJG Arthur J. Gallagher & Co.
-0.1%
-$160 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$78 
GLXY Galaxy Digital Inc. Class A Common Stock
-0.1%
-$79.6 
BRSP BrightSpire Capital Inc.
-0.1%
-$6.57 
QBTS D-Wave Quantum Inc.
-0.1%
-$1.24 
SMCI Super Micro Computer Inc
-0.1%
-$0.6 
BEN Franklin Resources Inc.
-0.09%
-$386.52 
TDG TransDigm Group Inc.
-0.09%
-$109 
URA Global X Uranium ETF
-0.09%
-$312.6 
CPB The Campbell's Company
-0.09%
-$140.75 
GL Globe Life Inc.
-0.09%
-$144.81 
GAB Gabelli Equity Trust Inc.
-0.09%
-$9.5 
NLY Annaly Capital Management, Inc.
-0.08%
-$24.51 
HLF Herbalife Ltd.
-0.08%
-$2.66 
SE Sea Ltd.
-0.08%
-$677.52 
AZO AutoZone Inc.
-0.08%
-$131.46 
CGAU Centerra Gold Inc.
-0.07%
-$4.5 
DOC Healthpeak Properties, Inc.
-0.07%
-$8.49 
CRML Critical Metals Corp.
-0.07%
-$0.25 
TPR Tapestry Inc.
-0.07%
-$2.2 
DBRG DigitalBridge Group Inc.
-0.06%
-$0.85 
FNV Franco-Nevada Corporation
-0.06%
-$1.5 
XOM Exxon Mobil Corporation
-0.06%
-$412.32 
ABBV AbbVie Inc.
-0.06%
-$461.08 
HNI HNI Corporation
-0.06%
-$0.69 
SOLV Solventum Corporation
-0.06%
-$545.2 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$93.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$165.06 
COHU Cohu Inc.
-0.06%
-$61.11 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$192.08 
RGTI Rigetti Computing Inc
-0.06%
-$1 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$1.3 
AVGO Broadcom Inc.
-0.06%
-$98.24 
DGX Quest Diagnostics Inc.
-0.06%
-$85.81 
DG Dollar General Corporation
-0.06%
-$1.75 
SDGR Schrödinger, Inc.
-0.06%
-$1.35 
ORCL Oracle Corporation
-0.05%
-$135.69 
IBIT iShares Bitcoin Trust
-0.05%
-$48.46 
LLY Eli Lilly and Company
-0.05%
-$514.71 
CHE Chemed Corporation
-0.05%
-$46.11 
LHX L3Harris Technologies, Inc.
-0.05%
-$13.5 
COF Capital One Financial Corporation
-0.05%
-$10.56 
COHR Coherent Corp.
-0.05%
-$66.12 
ECL Ecolab Inc.
-0.05%
-$243.06 
MGC Vanguard Mega Cap ETF
-0.05%
-$3.5 
HCA HCA Healthcare Inc.
-0.05%
-$392.18 
META Meta Platforms Inc Class A
-0.05%
-$377.59 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$76.2 
CCI Crown Castle Inc.
-0.05%
-$10.32 
VB Vanguard Small-Cap ETF
-0.05%
-$315.39 
HSY The Hershey Company
-0.04%
-$2 
MSCI MSCI Inc.
-0.04%
-$427 
PNR Pentair plc
-0.04%
-$100.29 
STZ Constellation Brands, Inc.
-0.04%
-$383.76 
PLD Prologis Inc.
-0.04%
-$389.7 
CI The Cigna Group
-0.04%
-$9.12 
DUOL Duolingo, Inc.
-0.04%
-$2.75 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$85.28 
CBRE CBRE Group Inc.
-0.04%
-$345.18 
GBTC Grayscale Bitcoin Trust ETF
-0.04%
-$1.2 
GS The Goldman Sachs Group, Inc.
-0.04%
-$1,339.12 
HRL Hormel Foods Corporation
-0.04%
-$121.44 
MKC McCormick & Company, Incorporated
-0.04%
-$96.28 
TKR Timken Co.
-0.04%
-$47.3 
MO Altria Group, Inc.
-0.04%
-$32.3 
PFE Pfizer Inc.
-0.04%
-$66.48 
BR Broadridge Financial Solutions, Inc.
-0.04%
-$292.32 
CMI Cummins Inc.
-0.04%
-$92.22 
DOCS Doximity Inc.
-0.04%
-$10.61 
EVRG Evergy Inc.
-0.04%
-$3.36 
MA Mastercard Incorporated
-0.04%
-$72.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$31.23 
AAP Advance Auto Parts Inc.
-0.04%
-$0.2 
CHKP Check Point Software Technologies Ltd.
-0.04%
-$27.41 
CVE Cenovus Energy Inc.
-0.04%
-$46.28 
AES AES Corporation
-0.03%
-$4.22 
CTAS Cintas Corporation
-0.03%
-$123.98 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$0.4 
ITW Illinois Tool Works Inc.
-0.03%
-$175 
J Jacobs Solutions Inc.
-0.03%
-$12.8 
TJX The TJX Companies, Inc.
-0.03%
-$48.3 
WST West Pharmaceutical Services, Inc.
-0.03%
-$132.72 
HAS Hasbro Inc.
-0.03%
-$19.8 
IMO Imperial Oil Limited
-0.03%
-$2.88 
KMI Kinder Morgan, Inc.
-0.03%
-$17.06 
VTR Ventas Inc.
-0.03%
-$5.04 
AAL American Airlines Group Inc.
-0.03%
-$0.82 
ELS Equity Lifestyle Properties Inc.
-0.03%
-$40.26 
GWW W.W. Grainger, Inc.
-0.03%
-$154.06 
HII Huntington Ingalls Industries Inc.
-0.03%
-$245.42 
NVCR NovoCure Ltd.
-0.03%
-$0.1 
ZBH Zimmer Biomet Holdings, Inc.
-0.03%
-$13.35 
PSA Public Storage Common Stock
-0.03%
-$22.6 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$279.46 
BWXT Bwx Technologies Inc.
-0.03%
-$5 
CLX The Clorox Company
-0.03%
-$87.33 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$9.9 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$50.85 
ACA Arcosa Inc.
-0.03%
-$310.64 
CFG Citizens Financial Group, Inc.
-0.03%
-$27.38 
ES Eversource Energy
-0.03%
-$98.44 
FDX FedEx Corporation
-0.03%
-$42.03 
MS Morgan Stanley
-0.03%
-$12.66 
MSI Motorola Solutions, Inc.
-0.03%
-$2.47 
V Visa Inc. Class A
-0.03%
-$840.98 
IHI iShares U.S. Medical Devices ETF
-0.03%
-$2.9 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$0.86 
SOBO South Bow Corporation
-0.03%
-$2.74 
DVA DaVita Inc.
-0.03%
-$48.1 
NFLX Netflix, Inc.
-0.03%
-$38.94 
OTIS Otis Worldwide Corporation
-0.03%
-$20.5 
NNE Nano Nuclear Energy Inc.
-0.03%
-$1.68 
ARTY iShares Future AI & Tech ETF
-0.03%
-$195.68 
ADC Agree Realty Corporation
-0.03%
-$84.9 
FRT Federal Realty Investment Trust
-0.03%
-$86.34 
SANM Sanmina Corporation
-0.03%
-$9.55 
SYM Symbotic Inc. Class A
-0.03%
-$1.48 
XYZ Block, Inc.
-0.03%
-$239.8 
DOV Dover Corporation
-0.02%
-$91.7 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$33 
VPU Vanguard Utilities ETF
-0.02%
-$1.3 
CORZ Core Scientific, Inc.
-0.02%
-$0.2 
ADBE Adobe Inc.
-0.02%
-$210.9 
DINO HF Sinclair Corporation
-0.02%
-$4.14 
EL The Estée Lauder Companies Inc. Class A
-0.02%
-$0.3 
GILD Gilead Sciences Inc.
-0.02%
-$5.07 
GOOG Alphabet Inc
-0.02%
-$20.32 
USB U.S. Bancorp
-0.02%
-$18.84 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$4.59 
CIEN Ciena Corporation
-0.02%
-$24.49 
DAL Delta Air Lines, Inc.
-0.02%
-$11.6 
EOG EOG Resources, Inc.
-0.02%
-$10.8 
NUE Nucor Corporation
-0.02%
-$121 
PANW Palo Alto Networks, Inc.
-0.02%
-$7.04 
PWR Quanta Services Inc.
-0.02%
-$317.49 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$34.45 
VRT Vertiv Holdings Co
-0.02%
-$99.76 
CHAT Roundhill Generative AI & Technology ETF
-0.02%
-$4.08 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$564.58 
CDNS Cadence Design Systems, Inc.
-0.02%
-$13.23 
DD DuPont de Nemours, Inc.
-0.02%
-$3 
GXO GXO Logistics Inc.
-0.02%
-$2 
VZ Verizon Communications Inc.
-0.02%
-$481.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$3,150.11 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.02%
-$29.88 
EWJ iShares MSCI Japan ETF
-0.02%
-$0.9 
CSX CSX Corporation
-0.02%
-$13.82 
ELF Elf Beauty Inc.
-0.02%
-$0.1 
LIN Linde plc
-0.02%
-$75.01 
MSFT Microsoft Corp.
-0.02%
-$844.03 
ROST Ross Stores, Inc.
-0.02%
-$0.25 
STRL Sterling Infrastructure, Inc.
-0.02%
-$7.26 
UNP Union Pacific Corporation
-0.02%
-$36 
IWM iShares Russell 2000 ETF
-0.02%
-$180.72 
GEV GE Vernova Inc.
-0.02%
-$58.8 
EMR Emerson Electric Co.
-0.02%
-$82.17 
FAST Fastenal Co.
-0.02%
-$103.68 
UPS United Parcel Service, Inc.
-0.02%
-$1.88 
WEC WEC Energy Group Inc.
-0.02%
-$4.62 
BINC iShares Flexible Income Active ETF
-0.02%
-$107.47 
TROW T. Rowe Price Group, Inc.
-0.02%
-$57.31 
VIRT Virtu Financial, Inc.
-0.02%
-$201.78 
PG Procter & Gamble Co
-0.02%
-$534.06 
TMUS T-Mobile US, Inc.
-0.02%
-$0.12 
WFC Wells Fargo & Company
-0.02%
-$36.72 
SILJ Amplify Junior Silver Miners ETF
-0.02%
-$0.5 
BAC Bank of America Corporation
-0.02%
-$175 
BALL Ball Corp.
-0.02%
-$4.22 
CARR Carrier Global Corporation
-0.02%
-$20.5 
EQIX Equinix, Inc.
-0.02%
-$1.87 
ROK Rockwell Automation, Inc.
-0.02%
-$2.1 
WDC Western Digital Corporation
-0.02%
-$0.07 
AEIS Advanced Energy Industries Inc.
-0.01%
-$14.3 
AMZN Amazon.com Inc
-0.01%
-$509.97 
AWK American Water Works Company, Inc.
-0.01%
-$1.68 
EIX Edison International
-0.01%
-$2.55 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$20.64 
VOO Vanguard S&P 500 ETF
-0.01%
-$56.34 
PHYS Sprott Physical Gold Trust
-0.01%
-$5.18 
BRO Brown & Brown Inc.
-0.01%
-$42.99 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$26.64 
DIS The Walt Disney Company
-0.01%
-$354.64 
MGA Magna International Inc.
-0.01%
-$1.92 
MRVL Marvell Technology, Inc.
-0.01%
-$3.69 
SHW The Sherwin-Williams Company
-0.01%
-$307.47 
WAB Wabtec Corporation
-0.01%
-$0.12 
WPC W. P. Carey Inc.
-0.01%
-$56.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$1,776.63 
SHLD Global X Defense Tech ETF
-0.01%
-$518.39 
ADM Archer-Daniels-Midland Co
-0.01%
-$68.03 
CTVA Corteva Inc.
-0.01%
-$2.8 
LOW Lowe's Companies Inc.
-0.01%
-$52.29 
PEG Public Service Enterprise Group Incorporated
-0.01%
-$6.36 
OEF iShares S&P 100 ETF
-0.01%
-$0.65 
SDY SPDR S&P Dividend ETF
-0.01%
-$55.14 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$48.76 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$15 
CALM Cal-Maine Foods Inc.
-0.01%
-$2.07 
NGG National Grid plc Sponsored ADR
-0.01%
-$0.1 
IAU iShares Gold Trust
-0.01%
-$34.76 
IYW iShares U.S. Technology ETF
-0.01%
-$1.47 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$20.4 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$53.16 
BDX Becton, Dickinson and Company
-0.01%
-$38.48 
C Citigroup Inc.
-0.01%
-$38.77 
CL Colgate-Palmolive Company
-0.01%
-$43.55 
CME CME Group Inc.
-0.01%
-$1.71 
FE FirstEnergy Corp.
-0.01%
-$1.08 
TER Teradyne, Inc.
-0.01%
-$16.8 
THRO iShares U.S. Thematic Rotation Active ETF
-0.01%
-$541.6 
VUG Vanguard Growth ETF
-0.01%
-$39.39 
APLD Applied Digital Corporation
-0.01%
-$0.32 
CHD Church & Dwight Co., Inc.
-0.01%
-$47.47 
CRM Salesforce Inc
-0.01%
-$146.35 
DCI Donaldson Company, Inc.
-0.01%
-$7.46 
DE Deere & Company
-0.01%
-$108.42 
DLR Digital Realty Trust, Inc.
-0.01%
-$7.28 
SWK Stanley Black & Decker Inc.
-0.01%
-$38.19 
INDA ISHARES MSCI INDIA ETF
-0.01%
-$0.37 
DELL Dell Technologies Inc.
-0.01%
-$6.64 
ED Consolidated Edison, Inc.
-0.01%
-$36.59 
FITB Fifth Third Bancorp
-0.01%
-$16.01 
SCHW Charles Schwab Corporation
-0.01%
-$5.18 
XME SPDR S&P Metals & Mining ETF
-0.01%
-$2.06 
CSCO Cisco Systems, Inc.
-0.01%
-$242.04 
ESLT Elbit Systems Ltd.
-0.01%
-$11.83 
GE General Electric Company
-0.01%
-$15.93 
HD The Home Depot, Inc.
-0.01%
-$215.67 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$90.41 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$7 
ASTS AST SpaceMobile, Inc.
-0.01%
-$0.04 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$23.27 
MTN Vail Resorts, Inc.
-0.01%
-$14.58 
SHOP Shopify Inc.
-0.01%
-$61.2 
TGT Target Corporation
-0.01%
-$28.56 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$48.35 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$4.93 
APH Amphenol Corporation
-0.01%
-$1.53 
GM General Motors Company
-0.01%
-$8.47 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$3.32 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$7.7 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$0.25 
RDDT Reddit Inc Class A
-0.01%
-$0.1 
PLTR Palantir Technologies Inc.
-0.01%
-$106.42 
CVX Chevron Corporation
-0.01%
-$183.84 
LMT Lockheed Martin Corporation
-0.01%
-$5.23 
MMM 3M Company
-0.01%
-$170.71 
NTAP NetApp, Inc.
-0.01%
-$4.39 
SPGI S&P Global Inc.
-0.01%
-$13.17 
UNH UnitedHealth Group Incorporated
-0.01%
-$101.42 
JNJ Johnson & Johnson
0%
-$125.99 
WM Waste Management, Inc.
0%
-$3.87 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$91.39 
IWN iShares Russell 2000 Value ETF
0%
-$0.91 
HTZ Hertz Global Holdings, Inc.
0%
-$0.01 
ESS Essex Property Trust, Inc.
0%
-$12.16 
NDSN Nordson Corporation
0%
-$11.58 
ETN Eaton Corporation plc
0%
-$6.49 
ULTA Ulta Beauty Inc.
0%
-$16.92 
QQQ Invesco QQQ Trust, Series 1
0%
-$26.57 
AXON Axon Enterprise, Inc.
0%
-$8.42 
MU Micron Technology, Inc.
0%
-$28.55 
PH Parker-Hannifin Corporation
0%
-$1.09 
CFO VictoryShares US 500 Enhanced ETF
0%
-$0.54 Events
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Dividends
Dividend Analysis
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| Trades 4267 | Longs Won 2779/4267 65% | Profit Factor 7.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $497,405.16 |
| Average Win $53,554.33 | Best Trade (Jun 30) $24.52M | Sharpe Ratio -36.34 |
| Average Loss -$12,604.85 | Worst Trade (Dec 31) -$678,176.72 | Z-Score 15.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $30,483.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 165 | $2,430.18 | $2,629.27 | - | $199.09 | 8.19% | -0.031% |
| AAP Advance Auto Parts Inc. | 10 | $465 | $577.8 | - | $112.8 | 24.26% | -0.035% |
| AAPL Apple Inc. | 10,454 | $2.02M | $3.22M | - | $1.21M | 59.88% | -1.618% |
| ABBV AbbVie Inc. | 3,074 | $593,345.96 | $755,865.86 | - | $162,519.9 | 27.39% | -0.061% |
| ABNB Airbnb, Inc. | 980 | $118,991.97 | $181,006 | - | $62,014.03 | 52.12% | +3.723% |
| ABR Arbor Realty Trust Inc. | 709 | $9,394 | $3,800.24 | - | -$5,593.76 | -59.55% | +0.187% |
| ABT Abbott Laboratories | 3,491 | $386,141.3 | $379,192.42 | - | -$6,948.88 | -1.8% | +0.751% |
| ACA Arcosa Inc. | 7,766 | $875,127.79 | $1.12M | - | $249,389.01 | 28.5% | -0.028% |
| ACN Accenture plc Class A | 136 | $31,458.85 | $24,242 | - | -$7,216.85 | -22.94% | +1.44% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 86,103 | $6.01M | $6.67M | - | $655,466.49 | 10.91% | 0.0 |
| ADBE Adobe Inc. | 3,515 | $1.15M | $932,002.21 | - | -$222,790.12 | -19.29% | -0.023% |
| ADC Agree Realty Corporation | 4,245 | $302,069.04 | $320,964.45 | - | $18,895.41 | 6.26% | -0.026% |
| ADI Analog Devices, Inc. | 100 | $23,012 | $38,392.5 | - | $15,380.5 | 66.84% | -1.54% |
| ADM Archer-Daniels-Midland Co | 6,803 | $393,139.28 | $520,973.74 | - | $127,834.46 | 32.52% | -0.013% |
| ADP Automatic Data Processing Inc. | 2,258 | $611,075.54 | $612,685.72 | - | $1,610.18 | 0.26% | +0.007% |
| AEE Ameren Corporation | 47 | $3,943.52 | $5,115.95 | - | $1,172.43 | 29.73% | +0.009% |
| AEHR Aehr Test Systems | 2 | $189.54 | $206.18 | - | $16.64 | 8.78% | +0.019% |
| AEIS Advanced Energy Industries Inc. | 286 | $92,295 | $92,941.42 | - | $646.42 | 0.7% | -0.015% |
| AEM Agnico Eagle Mines Limited | 1,957 | $165,063.19 | $350,029.02 | - | $184,965.83 | 112.06% | +0.022% |
| AEP American Electric Power Company, Inc. | 1,787 | $153,860.93 | $224,715.25 | - | $70,854.32 | 46.05% | +0.016% |
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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 - $18.14M, 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 - $643,066.3, FactSet Research Systems Inc - $429,300.29, Dow Inc - $364,243.69, 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 $13.22M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $984,179.03, iShares MSCI EAFE Value ETF - $671,181.33, VANGUARD TOTAL STOCK MKT ETF - $577,046.58, Vanguard Small-Cap Growth ETF - $282,453.89, and Verizon Communications Inc - $262,767.23. 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.
