SC
Shawn Clark Portfolio
Invests via Accredited Wealth Management LLC | Managed by Shawn Clark, Steve Giacobbe
Invests via Accredited Wealth Management LLC
Managed by Shawn Clark, Steve Giacobbe
Automatically Tracked
Growth-stage investor and operator with a focus on enterprise software, cloud infrastructure and fintech. Shawn Clark is known for sourcing and scaling B2B SaaS investments, advising CEOs on go-to-market and product strategy, and leading early exits. Background combines product leadership and venture investing, with emphasis on repeatable customer acquisition and margin expansion.
Growth-stage investor and operator with a focus on enterprise software, cloud infrastructure and fintech. Shawn Clark is known for sourcing and scaling B2B SaaS investments, advising CEOs on go-to-market and product strategy, and leading early exits. Background combines product leadership and venture investing, with emphasis on repeatable customer acquisition and margin expansion.
Investment Philosophy & Strategy
Operates as a growth‑stage investor and operator focused on enterprise software, cloud infrastructure and fintech, targeting B2B SaaS businesses with repeatable customer acquisition and clear unit economics. Prefers concentrated, conviction investments where product-led GTM and margin expansion create exit optionality over a 3–5 year horizon. Capital allocation mixes follow‑on reserves and hands‑on support for CEOs on go‑to‑market and product strategy. Risk discipline centers on churn control, scalable acquisition channels, and measurable unit margins; the operating background is the primary value‑add in sourcing and accelerating exits.
Operates as a growth‑stage investor and operator focused on enterprise software, cloud infrastructure and fintech, targeting B2B SaaS businesses with repeatable customer acquisition and clear unit economics. Prefers concentrated, conviction investments where product-led GTM and margin expansion create exit optionality over a 3–5 year horizon. Capital allocation mixes follow‑on reserves and hands‑on support for CEOs on go‑to‑market and product strategy. Risk discipline centers on churn control, scalable acquisition channels, and measurable unit margins; the operating background is the primary value‑add in sourcing and accelerating exits.
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:
8.47%
Gain
Monthly
0.44%
Yearly
5.41%
Drawdown
13.26%
$147.83M
Equity
Holdings
$147.83M
Investment
$130.92M
$26.61M
Profit -$562,445.85
Realized
$9.7M
Unrealized
$16.91M
Dividends
$4.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$562,445.85
Win %
67%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.1M
Win %
67%
This Month
Compared to last month
Gain
-0.99%
Profit
-$1.47M
Win %
67%
This Year
Compared to last year
Gain
9.17%
Profit
$12.42M
Win %
67%
TRV The Travelers Companies, Inc.
+8.68%
+$5,864 
LCID Lucid Group, Inc.
+5.57%
+$9 
EOSE Eos Energy Enterprises Inc.
+4.29%
+$4.93 
AIG American International Group Inc.
+3.63%
+$595.35 
WRB W.R. Berkley Corporation
+3.18%
+$1,580.64 
NOC Northrop Grumman Corporation
+2.8%
+$7,991.5 
MRK Merck & Co., Inc.
+2.78%
+$844.9 
CBRL Cracker Barrel Old Country Store, Inc.
+2.68%
+$205.5 
GE General Electric Company
+2.67%
+$3,594.36 
FIVE Five Below, Inc.
+2.59%
+$1,674.24 
HUM Humana Inc.
+2.54%
+$29.46 
BMY Bristol-Myers Squibb Company
+2.53%
+$108.63 
ABT Abbott Laboratories
+2.43%
+$2,001.6 
SHEL Shell plc
+2.22%
+$5.67 
TXT Textron Inc.
+2.19%
+$899.48 
CSCO Cisco Systems, Inc.
+2.17%
+$584.33 
ABBV AbbVie Inc.
+1.9%
+$49,222.8 
KR Kroger Co.
+1.89%
+$4.44 
JNJ Johnson & Johnson
+1.87%
+$17,363.06 
CVS CVS Health Corporation
+1.82%
+$339.5 
PSX Phillips 66
+1.8%
+$3,267 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.63%
+$279.23 
PGR Progressive Corporation
+1.63%
+$1,353.4 
RGA Reinsurance Group of America, Inc.
+1.61%
+$1,351 
EMR Emerson Electric Co.
+1.58%
+$1,174.33 
LMT Lockheed Martin Corporation
+1.58%
+$3,377.7 
LLY Eli Lilly and Company
+1.56%
+$1,826.99 
XBI SPDR S&P Biotech ETF
+1.53%
+$190.24 
XOM Exxon Mobil Corporation
+1.51%
+$119.34 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1.41%
+$106.8 
SYY Sysco Corporation
+1.37%
+$339 
HEI.A Heico Corporation
+1.37%
+$2,740.56 
RTX RTX Corporation
+1.37%
+$465.5 
NVS Novartis AG Sponsored ADR
+1.36%
+$104 
ORCL Oracle Corporation
+1.36%
+$735.15 
GILD Gilead Sciences Inc.
+1.36%
+$693.75 
VZ Verizon Communications Inc.
+1.32%
+$101.5 
TGT Target Corporation
+1.3%
+$101.92 
OCCI OFS Credit Company, Inc.
+1.29%
+$2.64 
AMT American Tower Corporation
+1.28%
+$12.96 
BF-B Brown-Forman Corporation
+1.27%
+$165 
BF-A Brown-Forman Corporation
+1.23%
+$537.87 
T AT&T Inc.
+1.21%
+$23.05 
APD Air Products and Chemicals, Inc.
+1.19%
+$70.8 
MSGS Madison Square Garden Sports Corp.
+1.19%
+$717.6 
VLO Valero Energy Corporation
+1.13%
+$12,424.31 
PPH VanEck Pharmaceutical ETF
+1.11%
+$24.3 
WMT Walmart Inc.
+1.08%
+$68.2 
TAP Molson Coors Beverage Company
+1.08%
+$64.35 
CTVA Corteva Inc.
+1.05%
+$285.74 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.04%
+$129.12 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
+0.98%
+$25 
DVN Devon Energy Corporation
+0.96%
+$335.32 
PH Parker-Hannifin Corporation
+0.96%
+$36.88 
HON Honeywell International Inc.
+0.96%
+$420.18 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.95%
+$414.52 
UNP Union Pacific Corporation
+0.94%
+$6,150.4 
TMUS T-Mobile US, Inc.
+0.92%
+$23.14 
SO The Southern Company
+0.92%
+$178.64 
MPC Marathon Petroleum Corporation
+0.91%
+$1,121.85 
DBA Invesco DB Agriculture Fund
+0.89%
+$19.6 
MDLZ Mondelez International, Inc.
+0.89%
+$104.64 
XLE Energy Select Sector SPDR Fund
+0.89%
+$101 
DUK Duke Energy Corporation
+0.88%
+$36.8 
GEV GE Vernova Inc.
+0.88%
+$3,164.63 
IAU iShares Gold Trust
+0.88%
+$402.82 
VDE Vanguard Energy ETF
+0.87%
+$1,874.27 
NEE NextEra Energy, Inc.
+0.87%
+$387.5 
TDG TransDigm Group Inc.
+0.85%
+$198.55 
GLDM SPDR Gold MiniShares Trust
+0.84%
+$228.09 
DG Dollar General Corporation
+0.84%
+$143.38 
FENY Fidelity MSCI Energy Index ETF
+0.84%
+$11.13 
CP Canadian Pacific Kansas City Limited
+0.82%
+$336.68 
OKE ONEOK, Inc.
+0.79%
+$367.5 
CRMD CorMedix Inc.
+0.78%
+$81.51 
PFE Pfizer Inc.
+0.78%
+$39.2 
ETN Eaton Corporation plc
+0.77%
+$173.85 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$370.5 
XLRE The Real Estate Select Sector SPDR Fund
+0.75%
+$969 
MAIN Main Street Capital Corporation
+0.75%
+$42.74 
KHC The Kraft Heinz Company
+0.7%
+$26.64 
TXRH Texas Roadhouse Inc.
+0.7%
+$69 
EVRG Evergy Inc.
+0.67%
+$237.22 
MET MetLife Inc.
+0.66%
+$310 
WST West Pharmaceutical Services, Inc.
+0.64%
+$629.1 
JPM JPMorgan Chase & Co.
+0.64%
+$666.6 
PPC Pilgrim's Pride Corporation
+0.64%
+$5,589.4 
SJM The J.M. Smucker Company
+0.62%
+$37.63 
VNQ Vanguard Real Estate ETF
+0.61%
+$587.33 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$56.43 
SQ Block, Inc.
+0.57%
+$143.82 
ORLY O'Reilly Automotive Inc.
+0.52%
+$180 
PG Procter & Gamble Co
+0.47%
+$133.48 
SCHY Schwab International Dividend Equity ETF
+0.45%
+$1,325.15 
BAC Bank of America Corporation
+0.42%
+$287.3 
MU Micron Technology, Inc.
+0.4%
+$17,632.4 
AAPL Apple Inc.
+0.4%
+$66 
SLV iShares Silver Trust
+0.37%
+$115.62 
DRI Darden Restaurants, Inc.
+0.36%
+$17.28 
VTV Vanguard Value ETF
+0.35%
+$20,116.42 
BIIB Biogen Inc.
+0.35%
+$146 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.34%
+$112.53 
FE FirstEnergy Corp.
+0.34%
+$0.33 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$6,769.03 
TDY Teledyne Technologies Incorporated
+0.32%
+$1,050.72 
RR Richtech Robotics Inc.
+0.31%
+$0.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$1,859.26 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.3%
+$17 
AMGN Amgen Inc.
+0.28%
+$210 
BA Boeing Company
+0.28%
+$4,942.2 
MDT Medtronic plc
+0.28%
+$511.52 
STZ Constellation Brands, Inc.
+0.27%
+$116.92 
CL Colgate-Palmolive Company
+0.27%
+$87.25 
SCHP Schwab U.S. TIPS ETF
+0.25%
+$323.57 
CMP Compass Minerals International Inc.
+0.24%
+$16.31 
CAT Caterpillar Inc.
+0.23%
+$674.45 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$18,739.02 
OPFI OppFi Inc.
+0.21%
+$85.86 
CAG Conagra Brands Inc.
+0.21%
+$2.61 
DGRO iShares Core Dividend Growth ETF
+0.21%
+$18,203.2 
LAES Sealsq Corp
+0.2%
+$3.15 
PPL PPL Corporation
+0.18%
+$241.28 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$76.72 
FBND Fidelity Total Bond ETF
+0.17%
+$1,047.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$4,407.75 
CSX CSX Corporation
+0.16%
+$8 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.15%
+$549.47 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$27.3 
IUSB iShares Core Universal USD Bond ETF
+0.14%
+$587.6 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$1,377.6 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.13%
+$329.4 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.12%
+$129.44 
VCRB Vanguard Core Bond ETF
+0.12%
+$193.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$558.83 
VPLS Vanguard Core-Plus Bond ETF
+0.1%
+$680.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$23.22 
USB U.S. Bancorp
+0.08%
+$5 
SNA Snap-on Inc.
+0.08%
+$8 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$352.17 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$7.15 
LYV Live Nation Entertainment, Inc.
+0.07%
+$84 
UPS United Parcel Service, Inc.
+0.06%
+$15.75 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$84.96 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$107.66 
SHY iShares 1-3 Year Treasury Bond ETF
+0.05%
+$18.05 
TYL Tyler Technologies Inc.
+0.04%
+$14 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$126.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$256.96 
COST Costco Wholesale Corporation
+0.03%
+$167.61 
CPB The Campbell's Company
+0.02%
+$12.38 
GIS General Mills, Inc.
+0.01%
+$33.59 
BAM
0%
$0 
CSGS CSG Systems International, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
HBI Hanesbrands Inc.
0%
$0 
HKND Humankind US Stock ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
K Kellanova Inc.
0%
$0 
MOTI VanEck Morningstar International Moat ETF
0%
$0 
NEXN
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SPXM Tidal Trust III - Azoria 500 Meritocracy ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
NFLX Netflix, Inc.
-8.51%
-$274,152.3 
UPWK Upwork Inc.
-6.99%
-$901.15 
BTDR Bitdeer Technologies Group
-5.47%
-$98.4 
META Meta Platforms Inc Class A
-5.24%
-$3,485 
CIFR Cipher Mining Inc.
-4.74%
-$420 
BLZE Backblaze Inc.
-4.7%
-$14,549.91 
SOUN SoundHound AI Inc.
-3.88%
-$95.55 
GEHC GE HealthCare Technologies Inc.
-3.71%
-$2.44 
JOBY Joby Aviation, Inc.
-3.68%
-$108.81 
IBM International Business Machines Corporation
-3.64%
-$1,801.22 
INTC Intel Corporation
-3.55%
-$664.88 
AVAV AeroVironment Inc.
-3.44%
-$256.5 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.42%
-$1,654.83 
BBAI BigBear.ai Holdings Inc.
-3.25%
-$1.43 
FLEX Flex Ltd.
-3.08%
-$6,518.75 
CDE Coeur Mining, Inc.
-3.04%
-$168.75 
TXN Texas Instruments Inc
-2.96%
-$301.7 
AMD Advanced Micro Devices, Inc.
-2.9%
-$2,975.58 
BLOK Amplify Transformational Data Sharing ETF
-2.87%
-$513 
ETHA iShares Ethereum Trust
-2.83%
-$7,137.6 
SMH VanEck Semiconductor ETF
-2.82%
-$4,854.06 
TSLA Tesla, Inc.
-2.64%
-$2,334.58 
STRO Sutro Biopharma, Inc.
-2.61%
-$0.31 
QCOM QUALCOMM Incorporated
-2.6%
-$660.82 
A Agilent Technologies Inc.
-2.58%
-$56.24 
IHI iShares U.S. Medical Devices ETF
-2.58%
-$318.76 
UBER Uber Technologies, Inc.
-2.56%
-$1,375.77 
MSFT Microsoft Corp.
-2.49%
-$4,989.99 
AGX Argan Inc.
-2.42%
-$1,586.4 
SAP SAP SE Sponsored ADR
-2.35%
-$1,174.9 
ARKK ARK Innovation ETF Fund
-2.3%
-$2,759.68 
SYM Symbotic Inc. Class A
-2.26%
-$1,351.85 
LUV Southwest Airlines Co.
-2.23%
-$1.1 
KTOS Kratos Defense & Security Solutions, Inc.
-2.17%
-$416.16 
KO The Coca-Cola Company
-2.14%
-$14.56 
SPCE Virgin Galactic Holdings Inc.
-2.12%
-$45.32 
GSK GSK plc Sponsored ADR
-2.07%
-$54.5 
PLTR Palantir Technologies Inc.
-2.04%
-$82.2 
GOOGL Alphabet Inc
-2.03%
-$16,552.8 
GOOG Alphabet Inc
-2.02%
-$27,521.8 
ACEL Accel Entertainment Inc.
-2.01%
-$12.5 
OXLC Oxford Lane Capital Corp
-1.94%
-$15.93 
SOFI SoFi Technologies, Inc.
-1.93%
-$1.34 
CPRT Copart Inc.
-1.93%
-$272.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$35.36 
AVES Avantis Emerging Markets Value ETF
-1.86%
-$46,959.78 
IGM iShares Expanded Tech Sector ETF
-1.85%
-$1,584 
AI C3.ai Inc.
-1.85%
-$5.78 
ZBH Zimmer Biomet Holdings, Inc.
-1.81%
-$583.1 
V Visa Inc. Class A
-1.81%
-$488.4 
IYW iShares U.S. Technology ETF
-1.77%
-$750.75 
NTRS Northern Trust Corporation
-1.76%
-$149.4 
WAT Waters Corporation
-1.7%
-$1,348.2 
NVO Novo Nordisk A/S Sponsored ADR
-1.68%
-$17.3 
DAL Delta Air Lines, Inc.
-1.67%
-$725 
ACHR Archer Aviation Inc.
-1.67%
-$1.5 
CADE Cadence Bank
-1.66%
-$4,913.91 
NVDA NVIDIA Corporation
-1.65%
-$3,420 
BTC Grayscale Bitcoin Mini Trust ETF
-1.64%
-$98.11 
IBIT iShares Bitcoin Trust
-1.61%
-$1,886.62 
TMO Thermo Fisher Scientific Inc.
-1.59%
-$866 
MA Mastercard Incorporated
-1.58%
-$1,312.95 
FSK FS KKR Capital Corp.
-1.57%
-$223.82 
DIS The Walt Disney Company
-1.57%
-$386.56 
KD Kyndryl Holdings Inc.
-1.54%
-$14.43 
ROK Rockwell Automation, Inc.
-1.54%
-$8,082.41 
TGRW T. Rowe Price Growth Stock ETF
-1.52%
-$29.9 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$5,265.05 
VUG Vanguard Growth ETF
-1.5%
-$561.6 
IEMG iShares Core MSCI Emerging Markets ETF
-1.49%
-$444.28 
PMCB Pharmacyte Biotech Inc.
-1.49%
-$0.49 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$499.8 
XLK State Street Technology Select Sector SPDR ETF
-1.47%
-$261.5 
EEM iShares MSCI Emerging Markets ETF
-1.46%
-$643.28 
KKR KKR & Co. Inc.
-1.44%
-$2,563.36 
BAX Baxter International Inc.
-1.44%
-$30.15 
SPGI S&P Global Inc.
-1.43%
-$522.4 
ELV Elevance Health, Inc.
-1.42%
-$440.73 
QLTY GMO U.S. Quality ETF
-1.4%
-$2,280.33 
BN Brookfield Corporation
-1.39%
-$210.33 
VOOG Vanguard S&P 500 Growth ETF
-1.35%
-$66.6 
CWST Casella Waste Systems Inc.
-1.35%
-$3,249.45 
BLK BlackRock, Inc.
-1.33%
-$57.68 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.32%
-$17.85 
FTEC Fidelity MSCI Information Technology Index ETF
-1.32%
-$2,448 
ICE Intercontinental Exchange, Inc.
-1.3%
-$1,126.08 
AXP American Express Company
-1.3%
-$497.14 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-1.29%
-$64.37 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$904.68 
SIRI Sirius XM Holdings Inc.
-1.25%
-$54.6 
SMR NuScale Power Corporation
-1.24%
-$91.67 
JGRW Jensen Quality Growth ETF
-1.22%
-$25.49 
CBRE CBRE Group Inc.
-1.22%
-$1,755 
AVDV Avantis International Small Cap Value ETF
-1.21%
-$170,572.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.2%
-$205.52 
CRM Salesforce Inc
-1.2%
-$103.5 
EMBC Embecta Corp.
-1.19%
-$2 
DFEV Dimensional Emerging Markets Value ETF
-1.18%
-$40.37 
AVEM Avantis Emerging Markets Equity ETF
-1.17%
-$144.53 
ABNB Airbnb, Inc.
-1.16%
-$4,194.63 
INTU Intuit Inc.
-1.15%
-$1,015.5 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.13%
-$25,443.6 
QUAL iShares MSCI USA Quality Factor ETF
-1.11%
-$1,561.6 
PXH Invesco FTSE RAFI Emerging Markets ETF
-1.1%
-$93 
NKE Nike, Inc. - Class B
-1.08%
-$247.68 
PYPL PayPal Holdings Inc
-1.04%
-$209.45 
PEBO Peoples Bancorp Inc.
-1.04%
-$906.36 
APTV Aptiv PLC
-1.02%
-$15.12 
CHWY Chewy Inc.
-0.93%
-$100 
ADBE Adobe Inc.
-0.9%
-$10.55 
DEO Diageo plc Sponsored ADR
-0.89%
-$342 
OEF iShares S&P 100 ETF
-0.87%
-$7,091.12 
ADP Automatic Data Processing Inc.
-0.85%
-$1,642.5 
IXUS iShares Core International Stock ETF
-0.85%
-$19,303.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.83%
-$99.83 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$476 
MRNA Moderna, Inc.
-0.82%
-$119.6 
VIK Viking Holdings Ltd
-0.82%
-$28 
ADSK Autodesk, Inc.
-0.79%
-$5,167.59 
IJS iShares S&P Small-Cap 600 Value ETF
-0.77%
-$282.23 
VT Vanguard Total World Stock ETF
-0.76%
-$28,379 
ESGU iShares ESG Aware MSCI USA ETF
-0.76%
-$689.73 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.75%
-$80.64 
SCHX Schwab U.S. Large-Cap ETF
-0.74%
-$110.05 
SCHB Schwab U.S. Broad Market ETF
-0.74%
-$57,808.74 
LOW Lowe's Companies Inc.
-0.73%
-$47.4 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$27,087.37 
CRSP Crispr Therapeutics AG
-0.72%
-$45.15 
SBUX Starbucks Corporation
-0.72%
-$780 
DHR Danaher Corporation
-0.72%
-$108.78 
IJR iShares Core S&P Small-Cap ETF
-0.71%
-$144.9 
IVV iShares Core S&P 500 ETF
-0.71%
-$54,956.7 
MS Morgan Stanley
-0.71%
-$46.5 
AVSC Avantis U.S. Small Cap Equity ETF
-0.71%
-$4,100.2 
C Citigroup Inc.
-0.71%
-$235.29 
VOO Vanguard S&P 500 ETF
-0.7%
-$486.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.7%
-$496 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.7%
-$105.2 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$803.05 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.68%
-$1.86 
VOT Vanguard Mid-Cap Growth ETF
-0.67%
-$355.31 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$2,380.8 
KEY KeyCorp
-0.67%
-$22.4 
CMCSA Comcast Corp
-0.66%
-$36.7 
MOAT VanEck Morningstar Wide Moat Fund
-0.66%
-$2,563.1 
WSBC WesBanco Inc.
-0.64%
-$10.6 
SCHW Charles Schwab Corporation
-0.64%
-$841.67 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.62%
-$35.8 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.62%
-$1,082.64 
GGG Graco Inc.
-0.62%
-$364.25 
BDX Becton, Dickinson and Company
-0.61%
-$199.45 
DFAS Dimensional U.S. Small Cap ETF
-0.6%
-$3,235.47 
VXF Vanguard Extended Market ETF
-0.58%
-$157.07 
NOW ServiceNow, Inc.
-0.58%
-$1,200 
AVDE Avantis International Equity ETF
-0.57%
-$4,660.75 
HBAN Huntington Bancshares Incorporated
-0.57%
-$175.87 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.57%
-$51.26 
AVUV Avantis U.S. Small Cap Value ETF
-0.56%
-$183.18 
AVUS Avantis U.S. Equity ETF
-0.54%
-$5,022.77 
EFA iShares MSCI EAFE ETF
-0.54%
-$112 
VB Vanguard Small-Cap ETF
-0.52%
-$7,356.58 
SCHA Schwab U.S. Small-Cap ETF
-0.51%
-$1,548.75 
IP International Paper Company
-0.5%
-$15.77 
MSM MSC Industrial Direct Co., Inc.
-0.49%
-$62 
IWM iShares Russell 2000 ETF
-0.49%
-$855.49 
SCHF Schwab International Equity ETF
-0.48%
-$427.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$480.73 
AMZN Amazon.com Inc
-0.48%
-$298.69 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$4,348.4 
LKQ LKQ Corporation
-0.46%
-$16.56 
MDY SPDR S&P MidCap 400 ETF Trust
-0.46%
-$1,828.8 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.45%
-$71.67 
DFAI Dimensional International Core Equity Market ETF
-0.43%
-$180.72 
PEP PepsiCo, Inc.
-0.42%
-$246.5 
GXO GXO Logistics Inc.
-0.4%
-$132 
CLX The Clorox Company
-0.4%
-$5,009.16 
BUD Anheuser-Busch InBev S.A. ADR
-0.39%
-$2,580.48 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.36%
-$415.28 
TPB Turning Point Brands Inc.
-0.34%
-$3.92 
ICLN iShares Global Clean Energy ETF
-0.3%
-$49.94 
HSY The Hershey Company
-0.3%
-$71.24 
HD The Home Depot, Inc.
-0.27%
-$142.69 
RJF Raymond James Financial Inc.
-0.27%
-$23.85 
XLF Financial Select Sector SPDR Fund
-0.26%
-$1.2 
PETS PetMed Express Inc.
-0.25%
-$28.18 
SHW The Sherwin-Williams Company
-0.24%
-$9.72 
SCHM Schwab U.S. Mid-Cap ETF
-0.23%
-$80.42 
CHMI Cherry Hill Mortgage Investment Corporation
-0.21%
-$0.75 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.21%
-$471.6 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.2%
-$390.72 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.18%
-$39.1 
PRF Invesco FTSE RAFI US 1000 ETF
-0.17%
-$16.15 
FNDF Schwab Fundamental International Large Company Index ETF
-0.17%
-$27 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.17%
-$10,869.71 
VYMI Vanguard International High Dividend Yield Index Fund
-0.16%
-$124 
AMP Ameriprise Financial, Inc.
-0.15%
-$2,665 
FDX FedEx Corporation
-0.15%
-$2,712.48 
GDX VanEck Gold Miners ETF
-0.1%
-$2,288.23 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,732.76 
MUB iShares National Muni Bond ETF
-0.09%
-$13.68 
VO Vanguard Mid-Cap ETF
-0.09%
-$561.4 
MCD McDonald's Corporation
-0.08%
-$31.97 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.08%
-$7.15 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$367.95 
BIPC Brookfield Infrastructure Partners L.P.
-0.05%
-$2.48 
CMI Cummins Inc.
-0.04%
-$928 
CACI Caci International Inc.
-0.04%
-$60.01 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$18.06 
BINC iShares Flexible Income Active ETF
-0.03%
-$1.29 
IWD iShares Russell 1000 Value ETF
-0.03%
-$2.1 
VONV Vanguard Russell 1000 Value Index Fund
-0.03%
-$729.99 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$1.3 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$1.3 
BRO Brown & Brown Inc.
-0.01%
-$0.42 
CARR Carrier Global Corporation
-0.01%
-$1.2 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.01%
-$2.83 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1117 | Longs Won 702/1117 62% | Profit Factor 5.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $173,794.08 |
| Average Win $46,041.58 | Best Trade (Jul 10) $4.19M | Sharpe Ratio -10.21 |
| Average Loss -$13,764.38 | Worst Trade (Jul 17) -$2.24M | Z-Score 5.06 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $23,821.82 |
| 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 | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
