REAP Financial Group LLC Portfolio
Invests via REAP Financial Group LLC | Managed by Bison Wealth LLC, Signal Advisors Wealth LLC
Invests via REAP Financial Group LLC
Managed by Bison Wealth LLC, Signal Advisors Wealth LLC
Automatically Tracked
Company Profile
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
Investment Philosophy & Strategy
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
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:
50.91%
Gain -0.99%
Monthly
1.23%
Yearly
15.88%
Drawdown
14.48%
$589.14M
Equity
Holdings
$589.14M
Investment
$451.15M
$163.92M
Profit -$4.31M
Realized
$25.93M
Unrealized
$137.99M
Dividends
$13.64M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$4.31M
Win %
70%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$7.9M
Win %
70%
This Month
Compared to last month
Gain
-0.19%
Profit
-$1.12M
Win %
70%
This Year
Compared to last year
Gain
0.6%
Profit
$3.54M
Win %
70%
AA Alcoa Corporation
+4.45%
+$1,508.4 
OVV Ovintiv Inc.
+4.25%
+$2,840.91 
HONA Honeywell Aerospace Inc.
+3.4%
+$349.33 
KMI Kinder Morgan, Inc.
+3.12%
+$5,675.43 
NI NiSource Inc.
+3.08%
+$1,099.82 
COP ConocoPhillips
+3.07%
+$12,738.37 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$0.8 
RTX RTX Corporation
+2.81%
+$4,263 
LMT Lockheed Martin Corporation
+2.67%
+$2,941.47 
DNOW Dnow Inc.
+2.5%
+$56.25 
RIG Transocean Ltd.
+2.45%
+$2.83 
LNG Cheniere Energy Inc.
+2.27%
+$476.25 
FXN First Trust Energy AlphaDEX Fund
+2.18%
+$2,395.78 
CVX Chevron Corporation
+2.1%
+$4,213.59 
PM Philip Morris International Inc.
+2.06%
+$5,762.23 
PEP PepsiCo, Inc.
+1.99%
+$4,305.92 
XLE Energy Select Sector SPDR Fund
+1.98%
+$571.56 
CCI Crown Castle Inc.
+1.9%
+$1,500.24 
F Ford Motor Company
+1.87%
+$152.72 
AEP American Electric Power Company, Inc.
+1.83%
+$4,285.76 
HAL Halliburton Company
+1.75%
+$1,024.08 
EPD Enterprise Products Partners L.P.
+1.74%
+$256.06 
ATO Atmos Energy Corporation
+1.71%
+$36.53 
PEG Public Service Enterprise Group Incorporated
+1.71%
+$1,633.2 
SO The Southern Company
+1.65%
+$3,193.37 
XOM Exxon Mobil Corporation
+1.64%
+$28,857.95 
GD General Dynamics Corporation
+1.63%
+$3,360.5 
TJX The TJX Companies, Inc.
+1.61%
+$1,852.35 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.45%
+$2,693.41 
USB U.S. Bancorp
+1.39%
+$2,373.6 
HST Host Hotels & Resorts Inc.
+1.38%
+$7.26 
MO Altria Group, Inc.
+1.35%
+$1,626 
LHX L3Harris Technologies, Inc.
+1.33%
+$982.4 
KO The Coca-Cola Company
+1.3%
+$2,430 
COST Costco Wholesale Corporation
+1.29%
+$4,599 
AWK American Water Works Company, Inc.
+1.23%
+$654.36 
FXU First Trust Utilities AlphaDEX Fund
+1.22%
+$232.4 
GE General Electric Company
+1.19%
+$364.56 
EMLP First Trust North American Energy Infrastructure Fund
+1.19%
+$570.65 
NOV Nov Inc.
+1.18%
+$5.5 
TNK Teekay Tankers Ltd
+1.18%
+$57 
D Dominion Energy, Inc.
+1.16%
+$7.3 
HDV iShares Core High Dividend ETF
+1.13%
+$125.62 
TFC Truist Financial Corporation
+1.11%
+$1,086.13 
CQP Cheniere Energy Partners L.P.
+1.08%
+$61.64 
LAMR Lamar Advertising Company
+1.04%
+$1,330.84 
MRK Merck & Co., Inc.
+1.03%
+$3,488.09 
CMCSA Comcast Corp
+1.01%
+$562.1 
TMUS T-Mobile US, Inc.
+0.99%
+$705.25 
SHLD Global X Defense Tech ETF
+0.96%
+$14.5 
PAA Plains All American Pipeline, L.P.
+0.95%
+$1,092.48 
MAR Marriott International Inc. - Class A
+0.89%
+$1,114.56 
VZ Verizon Communications Inc.
+0.89%
+$1,666.51 
AON Aon plc
+0.88%
+$1,664.94 
LIN Linde plc
+0.86%
+$367.57 
ITA iShares U.S. Aerospace & Defense ETF
+0.85%
+$474.36 
HIG The Hartford Insurance Group, Inc.
+0.85%
+$1,542.45 
HD The Home Depot, Inc.
+0.84%
+$2,911.17 
DINO HF Sinclair Corporation
+0.84%
+$790.02 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.83%
+$230.78 
SYK Stryker Corporation
+0.81%
+$456.96 
MET MetLife Inc.
+0.77%
+$2,878.26 
HWM Howmet Aerospace Inc.
+0.76%
+$507.96 
FERG Ferguson Enterprises Inc
+0.75%
+$912.53 
AMLP Alerian MLP ETF
+0.75%
+$9.75 
COF Capital One Financial Corporation
+0.74%
+$799.2 
PG Procter & Gamble Co
+0.74%
+$2,844.93 
WMT Walmart Inc.
+0.72%
+$7,550.55 
DLS WisdomTree International SmallCap Dividend Fund
+0.71%
+$26.72 
CMI Cummins Inc.
+0.71%
+$1,082.89 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$1,427.37 
JNJ Johnson & Johnson
+0.66%
+$5,171.99 
JPM JPMorgan Chase & Co.
+0.66%
+$4,196.11 
WFC Wells Fargo & Company
+0.63%
+$1,040.55 
GM General Motors Company
+0.62%
+$23.4 
HSY The Hershey Company
+0.61%
+$485.85 
DHS WisdomTree U.S. High Dividend Fund
+0.6%
+$46.92 
TT Trane Technologies plc
+0.59%
+$64.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$20 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.58%
+$1,650.75 
LOW Lowe's Companies Inc.
+0.58%
+$682.13 
O Realty Income Corporation
+0.58%
+$1.28 
AJG Arthur J. Gallagher & Co.
+0.57%
+$735.56 
MRSH Marsh & McLennan Companies, Inc.
+0.56%
+$609.01 
ABBV AbbVie Inc.
+0.54%
+$3,107.74 
WPC W. P. Carey Inc.
+0.54%
+$365.01 
ISRG Intuitive Surgical, Inc.
+0.53%
+$11.25 
POWI Power Integrations Inc.
+0.51%
+$57.5 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$357.21 
DVY iShares Select Dividend ETF
+0.49%
+$408.87 
CEE The Central and Eastern Europe Fund, Inc.
+0.48%
+$14.22 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.43%
+$801.76 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.42%
+$17.85 
LLY Eli Lilly and Company
+0.41%
+$2,600.37 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.41%
+$398.78 
CI The Cigna Group
+0.39%
+$358.8 
TXN Texas Instruments Inc
+0.35%
+$380.16 
CLF Cleveland-Cliffs Inc.
+0.33%
+$4 
GEV GE Vernova Inc.
+0.32%
+$32.78 
AAPL Apple Inc.
+0.32%
+$28,155.75 
DFIV Dimensional International Value ETF
+0.31%
+$35,304.15 
IYM iShares U.S. Basic Materials ETF
+0.3%
+$0.56 
FTCS First Trust Capital Strength ETF
+0.3%
+$731.7 
FAST Fastenal Co.
+0.3%
+$108.9 
T AT&T Inc.
+0.3%
+$526.05 
AVDV Avantis International Small Cap Value ETF
+0.3%
+$33,829.11 
PPI ASTORIA REAL ASSETS ETF
+0.3%
+$693.03 
NXPI NXP Semiconductors N.V.
+0.29%
+$214.5 
AU AngloGold Ashanti plc
+0.26%
+$6 
GLPI Gaming and Leisure Properties, Inc.
+0.26%
+$103.8 
ADM Archer-Daniels-Midland Co
+0.25%
+$149.94 
FNF Fidelity National Financial, Inc.
+0.25%
+$115.6 
C Citigroup Inc.
+0.24%
+$280.2 
V Visa Inc. Class A
+0.24%
+$48.5 
PH Parker-Hannifin Corporation
+0.23%
+$904.96 
FID First Trust S&P International Dividend ETF
+0.22%
+$173.95 
WRB W.R. Berkley Corporation
+0.22%
+$139.04 
FLN First Trust Latin America ETF
+0.2%
+$80.42 
MWA Mueller Water Products Inc.
+0.18%
+$52.16 
GWX SPDR S&P International Small Cap ETF
+0.18%
+$9.84 
SCHH Schwab U.S. REIT ETF
+0.18%
+$43.56 
FPXE First Trust IPOX Europe Equity Opportunities ETF
+0.16%
+$26.9 
MCK McKesson Corporation
+0.15%
+$37.25 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$7.8 
BALL Ball Corp.
+0.14%
+$124.86 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.13%
+$81.45 
QTWO Q2 Holdings Inc.
+0.13%
+$89.6 
OHI Omega Healthcare Investors Inc.
+0.11%
+$32.6 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.11%
+$4.72 
EFV iShares MSCI EAFE Value ETF
+0.11%
+$462.4 
PFE Pfizer Inc.
+0.1%
+$187.26 
FICS FT International Developed Capital Strength Fund
+0.1%
+$29.44 
APD Air Products and Chemicals, Inc.
+0.09%
+$27 
MFC Manulife Financial Corporation
+0.09%
+$336.92 
AVDS Avantis International Small Cap Equity ETF
+0.08%
+$8.76 
DLTR Dollar Tree, Inc.
+0.07%
+$13.5 
DIVB iShares Core Dividend ETF
+0.06%
+$0.4 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.05%
+$1.79 
ADP Automatic Data Processing Inc.
+0.04%
+$31.28 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$23 
RING iShares MSCI Global Gold Miners ETF
+0.03%
+$165.07 
VYMI Vanguard International High Dividend Yield Index Fund
+0.03%
+$0.81 
AMGN Amgen Inc.
+0.02%
+$21.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1.54 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$100 
BLK BlackRock, Inc.
+0.01%
+$30.79 
FITB Fifth Third Bancorp
+0.01%
+$17.16 
DON WisdomTree U.S. MidCap Dividend Fund
+0.01%
+$0.5 
EA Electronic Arts Inc.
0%
$0 
FBRX Forte Biosciences, Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 GMEW
GMEWS
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-11.72%
-$465.4 
TWLO Twilio Inc.
-11.69%
-$9,811.72 
MSTR Strategy Inc.
-9.86%
-$6,788.6 
SMCI Super Micro Computer Inc
-9.69%
-$153 
AEHR Aehr Test Systems
-9.16%
-$1,268 
VELO Velo3D, Inc.
-8.7%
-$16.25 
WOLF Wolfspeed, Inc.
-8.22%
-$2.13 
IONQ IonQ, Inc.
-8.17%
-$70.12 
PANW Palo Alto Networks, Inc.
-8.07%
-$11,866.33 
DDOG Datadog, Inc. Class A Common Stock
-7.98%
-$446.04 
NET Cloudflare Inc.
-7.82%
-$4,948 
CRWD CrowdStrike Holdings, Inc.
-7.79%
-$1,066.24 
PLTR Palantir Technologies Inc.
-7.34%
-$5,266.18 
ASTS AST SpaceMobile, Inc.
-7.08%
-$1,575 
RUM Rumble Inc.
-7.07%
-$309.29 
FLEX Flex Ltd.
-6.88%
-$53,467.08 
P Everpure Inc.
-6.86%
-$3,943.65 
HPE Hewlett Packard Enterprise Company
-6.43%
-$331.76 
BUG Global X Cybersecurity ETF
-6.13%
-$717.5 
PATH Uipath Inc.
-5.98%
-$164 
STX Seagate Technology Holdings plc
-5.89%
-$4,108.68 
SANM Sanmina Corporation
-5.69%
-$1,074 
DJT Trump Media & Technology Group Corp.
-5.61%
-$875.65 
NOW ServiceNow, Inc.
-5.46%
-$4,539.09 
SKYY First Trust Cloud Computing ETF
-5.46%
-$11,502.4 
RGTI Rigetti Computing Inc
-5.42%
-$44.52 
RDW Redwire Corporation
-5.33%
-$61.27 
RGEN Repligen Corporation
-5.29%
-$97.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.2%
-$20,390.2 
ARBE Arbe Robotics Ltd.
-5.16%
-$3.14 
TIGR UP Fintech Holding Ltd
-4.99%
-$107.5 
INTC Intel Corporation
-4.91%
-$7,520.76 
AMD Advanced Micro Devices, Inc.
-4.83%
-$41,210.44 
ZM Zoom Video Communications, Inc.
-4.77%
-$2,176.1 
HOOD Robinhood Markets, Inc.
-4.7%
-$4,273.86 
ORCL Oracle Corporation
-4.55%
-$5,752.8 
FN Fabrinet
-4.49%
-$864 
GME Gamestop Corp.
-4.41%
-$148.2 
QS QuantumScape Corp
-4.37%
-$185 
CHAT Roundhill Generative AI & Technology ETF
-4.37%
-$87.36 
BAI iShares A.I. Innovation and Tech Active ETF
-4.36%
-$5,239.08 
TTD The Trade Desk, Inc. Class A
-4.3%
-$113 
MU Micron Technology, Inc.
-4.28%
-$8,638.77 
USAR USA Rare Earth, Inc.
-4.19%
-$23.25 
SHOP Shopify Inc.
-4.13%
-$301.35 
FXL First Trust Technology AlphaDEX Fund
-4.04%
-$9,001.44 
ANET Arista Networks, Inc.
-4.03%
-$2,950.65 
RIVN Rivian Automotive, Inc.
-3.88%
-$13.13 
NICE Nice Ltd. Sponsored ADR
-3.84%
-$132.3 
DELL Dell Technologies Inc.
-3.82%
-$14,076.54 
META Meta Platforms Inc Class A
-3.8%
-$35,995.1 
GLW Corning Incorporated
-3.75%
-$4,587.95 
LRCX Lam Research Corporation
-3.73%
-$4,504.42 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.71%
-$1,270.94 
AVGO Broadcom Inc.
-3.65%
-$21,801.12 
UAL United Airlines Holdings, Inc.
-3.61%
-$193.73 
FDN First Trust Dow Jones Internet Index Fund
-3.55%
-$10,143.52 
EQR Equity Residential
-3.5%
-$448.14 
OZ Belpointe PREP LLC
-3.47%
-$1,246.45 
AMAT Applied Materials, Inc.
-3.45%
-$6,940.44 
SOFI SoFi Technologies, Inc.
-3.38%
-$26.01 
SE Sea Ltd.
-3.26%
-$31.8 
CRM Salesforce Inc
-3.16%
-$2,355.6 
HPQ HP Inc.
-3.16%
-$88.72 
QTUM Defiance Quantum ETF
-3.1%
-$79.2 
TSLA Tesla, Inc.
-3.07%
-$9,830.08 
NFLX Netflix, Inc.
-3.06%
-$3,265.62 
CPNG Coupang Inc.
-3.01%
-$15.57 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-2.99%
-$160.48 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.79%
-$1,015.27 
XLK State Street Technology Select Sector SPDR ETF
-2.73%
-$7,084.68 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.69%
-$1,296.61 
MSFT Microsoft Corp.
-2.68%
-$35,519.44 
DAL Delta Air Lines, Inc.
-2.64%
-$4,095.28 
IWP iShares Russell Mid-Cap Growth ETF
-2.6%
-$3,042.99 
XOVR ERShares Private-Public Crossover ETF
-2.59%
-$19.43 
LNN Lindsay Corporation
-2.57%
-$142 
AVIR Atea Pharmaceuticals Inc.
-2.54%
-$11.5 
DSX Diana Shipping Inc.
-2.54%
-$6.5 
MP MP Materials Corp.
-2.54%
-$544.38 
CVNA Carvana Co.
-2.49%
-$37.75 
FTC First Trust Large Cap Growth Fund
-2.47%
-$633.64 
VRT Vertiv Holdings Co
-2.44%
-$1,690.5 
SMH VanEck Semiconductor ETF
-2.44%
-$3,554.83 
MTUM iShares MSCI USA Momentum Factor ETF
-2.34%
-$2,583.96 
AAL American Airlines Group Inc.
-2.32%
-$116.28 
QQQ Invesco QQQ Trust, Series 1
-2.28%
-$33.2 
QGRW WisdomTree U.S. Quality Growth Fund
-2.26%
-$2,396.26 
GOOGL Alphabet Inc
-2.26%
-$33,534.9 
AVT Avnet Inc.
-2.24%
-$469.12 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.24%
-$88.2 
DXC Dxc Technology Co.
-2.21%
-$1.22 
IQ Iqiyi Inc.
-2.19%
-$0.34 
BJ BJ's Wholesale Club Holdings, Inc.
-2.15%
-$792.54 
SPCX Space Exploration Technologies Corp. Class A
-2.14%
-$2,356.38 
LIT GLOBAL X LITHIUM & BATTERY T
-2.12%
-$1,066.13 
CSCO Cisco Systems, Inc.
-2.11%
-$8,049.26 
GOOG Alphabet Inc
-2.1%
-$22,221.25 
BX Blackstone Inc.
-2.1%
-$345.79 
CGNX Cognex Corporation
-2.08%
-$1,103.16 
IWF iShares Russell 1000 Growth ETF
-2.06%
-$81.92 
IWY iShares Russell Top 200 Growth ETF
-2.03%
-$16,012.63 
BITW Bitwise 10 Crypto Index Fund
-2.02%
-$1.07 
CDNS Cadence Design Systems, Inc.
-2.01%
-$1,950.97 
VUG Vanguard Growth ETF
-2%
-$733,758.13 
DE Deere & Company
-2%
-$286.22 
BRK-B Berkshire Hathaway Inc.
-1.99%
-$2,332.58 
VSEC VSE Corporation
-1.98%
-$320 
VXF Vanguard Extended Market ETF
-1.95%
-$846 
AMZN Amazon.com Inc
-1.94%
-$16,132.48 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.92%
-$435.39 
UBER Uber Technologies, Inc.
-1.88%
-$959.44 
DKNG DraftKings Inc.
-1.86%
-$12.24 
Q Qnity Electronics Inc.
-1.86%
-$439.31 
LUV Southwest Airlines Co.
-1.86%
-$297.16 
PWR Quanta Services Inc.
-1.85%
-$595 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.84%
-$4,633.2 
IBIT iShares Bitcoin Trust
-1.82%
-$2,776.1 
XT iShares Future Exponential Technologies ETF
-1.81%
-$593.43 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.81%
-$1,887 
KEYS Keysight Technologies, Inc.
-1.81%
-$463.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.81%
-$5,099.52 
STM STMicroelectronics N.V.
-1.79%
-$146.12 
QCOM QUALCOMM Incorporated
-1.77%
-$3,483.89 
IWM iShares Russell 2000 ETF
-1.71%
-$545.2 
VTWO Vanguard Russell 2000 ETF
-1.69%
-$1,349.84 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.67%
-$203 
APH Amphenol Corporation
-1.67%
-$1,860.48 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$371,343 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$17,691.06 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.6%
-$4,366.8 
UNH UnitedHealth Group Incorporated
-1.6%
-$3,381.29 
MOS Mosaic Company
-1.58%
-$63.6 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.58%
-$1,147.39 
AVES Avantis Emerging Markets Value ETF
-1.55%
-$112.47 
VRTX Vertex Pharmaceuticals Incorporated
-1.52%
-$1,426.92 
TGT Target Corporation
-1.5%
-$725.34 
FTGS First Trust Growth Strength ETF
-1.48%
-$1,093.26 
EVR Evercore Inc.
-1.47%
-$154.78 
BDX Becton, Dickinson and Company
-1.47%
-$1,368.88 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.46%
-$86.08 
VB Vanguard Small-Cap ETF
-1.44%
-$113,120.7 
FXH First Trust Health Care AlphaDEX Fund
-1.44%
-$2,501.95 
LH Labcorp Holdings Inc.
-1.39%
-$1,041.9 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.39%
-$1,503.6 
XLSR SPDR SSGA US Sector Rotation ETF
-1.38%
-$435.24 
SPEM SPDR Portfolio Emerging Markets ETF
-1.37%
-$383.68 
FSCO FS Credit Opportunities Corp.
-1.36%
-$74.41 
IBM International Business Machines Corporation
-1.36%
-$2,728.44 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$173,641.21 
SCHE Schwab Emerging Markets Equity ETF
-1.34%
-$109.61 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.34%
-$860.86 
ZIM ZIM Integrated Shipping Services Ltd.
-1.34%
-$7.9 
SCHM Schwab U.S. Mid-Cap ETF
-1.3%
-$1,017.9 
QGRO American Century U.S. Quality Growth ETF
-1.3%
-$2,948.31 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$1,083.36 
OVL Overlay Shares Large Cap Equity Mutual Fund
-1.23%
-$4,916.8 
IWR iShares Russell Mid-Cap ETF
-1.22%
-$2,290.06 
ABNB Airbnb, Inc.
-1.22%
-$14.87 
KTOS Kratos Defense & Security Solutions, Inc.
-1.22%
-$24.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.21%
-$925,500.94 
BR Broadridge Financial Solutions, Inc.
-1.21%
-$562.8 
BKLC BNY Mellon US Large Cap Core Equity ETF
-1.21%
-$1,356.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.2%
-$15,763.05 
EME EMCOR Group, Inc.
-1.2%
-$2,575.48 
EMR Emerson Electric Co.
-1.18%
-$3,640.44 
SPY SPDR S&P 500 ETF Trust
-1.16%
-$492.8 
SCHK Schwab 1000 Index ETF
-1.16%
-$927.94 
IWB iShares Russell 1000 ETF
-1.15%
-$363.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.15%
-$2,595.68 
EPS WisdomTree U.S. LargeCap Fund
-1.14%
-$579.98 
OEF iShares S&P 100 ETF
-1.14%
-$2,208.81 
IVV iShares Core S&P 500 ETF
-1.14%
-$46,728 
VOO Vanguard S&P 500 ETF
-1.14%
-$2,170.83 
AVLC Avantis U.S. Large Cap Equity ETF
-1.11%
-$657.72 
SAP SAP SE Sponsored ADR
-1.1%
-$248 
THRO iShares U.S. Thematic Rotation Active ETF
-1.1%
-$1,194.07 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.1%
-$730.08 
PRU Prudential Financial, Inc.
-1.09%
-$2,237.74 
VIOO Vanguard S&P Small-Cap 600 ETF
-1.09%
-$47.43 
OMC Omnicom Group Inc.
-1.07%
-$392.71 
IJR iShares Core S&P Small-Cap ETF
-1.07%
-$35.28 
IJH iShares Core S&P Mid-Cap ETF
-1.07%
-$127.92 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.05%
-$82.94 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.05%
-$578.8 
JHML John Hancock Multifactor Large Cap ETF
-1.03%
-$422.06 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1.02%
-$50.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.01%
-$66.44 
NVDA NVIDIA Corporation
-0.97%
-$18,878.49 
MS Morgan Stanley
-0.97%
-$796.5 
WTPI WisdomTree Equity Premium Income Fund
-0.96%
-$543.04 
CFG Citizens Financial Group, Inc.
-0.96%
-$1,072.38 
SPHQ Invesco S&P 500 Quality ETF
-0.95%
-$430.92 
ARCC Ares Capital Corporation
-0.95%
-$7.02 
KD Kyndryl Holdings Inc.
-0.95%
-$1.12 
ECL Ecolab Inc.
-0.94%
-$544.26 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.94%
-$1,467.1 
AVSC Avantis U.S. Small Cap Equity ETF
-0.93%
-$265.2 
GKOS Glaukos Corporation
-0.89%
-$714.42 
AVUS Avantis U.S. Equity ETF
-0.88%
-$1,293.85 
NTSX WisdomTree U.S. Efficient Core Fund
-0.86%
-$5,071.44 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.85%
-$61,519.99 
MDT Medtronic plc
-0.83%
-$850.65 
NUKZ Range Nuclear Renaissance ETF
-0.82%
-$50.88 
FJUL FT Vest US Equity Buffer ETF
-0.82%
-$69,728.38 
MOAT VanEck Morningstar Wide Moat Fund
-0.81%
-$614.5 
FJUN FT Vest US Equity Buffer ETF - June
-0.8%
-$33,145.48 
BUFG FT Vest Buffered Allocation Fund
-0.8%
-$517.15 
PSN Parsons Corporation
-0.79%
-$98.35 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.78%
-$0.36 
FAUG FT Vest U.S. Equity Buffer ETF
-0.77%
-$54,754.65 
MMM 3M Company
-0.76%
-$12.5 
FMAY FT Vest U.S. Equity Buffer ETF
-0.75%
-$101,896.57 
GILD Gilead Sciences Inc.
-0.75%
-$1,462.02 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.73%
-$40.77 
SYY Sysco Corporation
-0.72%
-$241.9 
GSEP FT Vest US Equity Moderate B Fund
-0.72%
-$4,432.26 
DHR Danaher Corporation
-0.72%
-$529.54 
OVLH Overlay Shares Hedged Large Cap Equity Fund
-0.72%
-$815.76 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.71%
-$48,087.27 
DMAY FT Vest US Equity Deep Buffer Fund
-0.7%
-$48,845.08 
FAPR FT Vest U.S. Equity Buffer ETF
-0.7%
-$57,576.67 
IWS iShares Russell Mid-Cap Value ETF
-0.7%
-$1,538.16 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.69%
-$2,618.86 
DIOD Diodes Inc.
-0.69%
-$117 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.68%
-$31,417.77 
GAUG FT Vest US Equity Moderate Fund
-0.67%
-$1,214.38 
VHT Vanguard Health Care ETF
-0.67%
-$433.62 
FHLC Fidelity MSCI Health Care Index ETF
-0.66%
-$4.48 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.65%
-$14,043.15 
RDVY First Trust Rising Dividend Achievers ETF
-0.65%
-$313.56 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.65%
-$71,346.56 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.65%
-$30,755.41 
UPS United Parcel Service, Inc.
-0.64%
-$222.39 
FNOV FT Vest US Equity Buffer ETF
-0.64%
-$36,071.31 
QUAL iShares MSCI USA Quality Factor ETF
-0.64%
-$680.94 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.64%
-$52.46 
IXUS iShares Core International Stock ETF
-0.64%
-$210.6 
SLV iShares Silver Trust
-0.63%
-$69.55 
PLD Prologis Inc.
-0.62%
-$1,198.43 
NDAQ Nasdaq, Inc.
-0.62%
-$399.52 
MCO Moody's Corporation
-0.62%
-$585 
WTV WisdomTree U.S. Value Fund
-0.62%
-$1,602.13 
PSLV Sprott Physical Silver Trust
-0.62%
-$6.9 
FFEB FT Vest US Equity Buffer ETF
-0.61%
-$94,040.87 
CAH Cardinal Health Inc.
-0.61%
-$994.85 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
-0.6%
-$338.01 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.59%
-$349.96 
GJAN FT Vest US Equity Moderate Fund B
-0.57%
-$112,485.54 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.57%
-$2.99 
EFG iShares MSCI EAFE Growth ETF
-0.57%
-$1,179.12 
DJUL FT Vest US Equity Deep Buffer Fund
-0.56%
-$27,943.21 
GJUN FT Vest US Equity Moderate Fund
-0.56%
-$2,921.28 
CSX CSX Corporation
-0.53%
-$1,157.26 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.51%
-$9,752.36 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.49%
-$18,938.74 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.48%
-$1,591.48 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.48%
-$10,673.25 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.48%
-$3,028.28 
DJUN FT VEST US Equity Deep Buffer Fund
-0.47%
-$14,058.41 
EDOW First Trust Dow 30 Equal Weight ETF
-0.45%
-$559.45 
GFEB FT VEST US Equity Moderate Fund
-0.44%
-$218.4 
BA Boeing Company
-0.44%
-$363.82 
FMAR FT Vest U.S. Equity Buffer ETF
-0.44%
-$35,634.93 
FIW First Trust Water ETF
-0.43%
-$447.8 
JNK SPDR Bloomberg High Yield Bond ETF
-0.43%
-$54.8 
AVLV Avantis U.S. Large Cap Value ETF
-0.43%
-$100,246 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.43%
-$29.25 
DHI D.R. Horton, Inc.
-0.42%
-$16.82 
MA Mastercard Incorporated
-0.41%
-$1,167.64 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.41%
-$1,837.21 
IWD iShares Russell 1000 Value ETF
-0.41%
-$42.64 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.4%
-$15.96 
GJUL FT Vest US Equity Moderate Class B
-0.39%
-$1,525.64 
GDEC FT VEST US Equity Moderate B Fund
-0.39%
-$2,632.32 
MHO M/I Homes Inc.
-0.38%
-$13.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.38%
-$10.15 
TEL TE Connectivity plc
-0.38%
-$403.21 
DOC Healthpeak Properties, Inc.
-0.37%
-$167.37 
SOLS Sollensys Corp
-0.37%
-$88.52 
BAC Bank of America Corporation
-0.37%
-$1,264.07 
PFG Principal Financial Group, Inc.
-0.37%
-$47.2 
GLD SPDR Gold Shares
-0.36%
-$303.02 
NFE New Fortress Energy Inc.
-0.36%
-$0.01 
DNOV FT Vest US Equity Deep Buffer Fund
-0.36%
-$18,805.06 
IAU iShares Gold Trust
-0.36%
-$1,893.08 
LDOS Leidos Holdings Inc.
-0.35%
-$140.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$241,507.16 
VIS Vanguard Industrials ETF
-0.35%
-$282.24 
RCL Royal Caribbean Group
-0.34%
-$255.36 
FDT First Trust Developed Markets ex-US Fund
-0.34%
-$214.52 
TOL Toll Brothers Inc
-0.34%
-$14.11 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.34%
-$448.88 
GNOV FT Vest US Equity Moderate B Fund
-0.34%
-$4,249.23 
SCHF Schwab International Equity ETF
-0.33%
-$260.19 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$73,687.2 
EWA iShares MSCI Australia ETF
-0.33%
-$46.84 
IWX iShares Russell Top 200 Value ETF
-0.32%
-$1,521.68 
GEHC GE HealthCare Technologies Inc.
-0.31%
-$1.1 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.31%
-$8.32 
MAA Mid-America Apartment Communities, Inc.
-0.3%
-$123.86 
SHYD VanEck Short High Yield Municipal Fund
-0.29%
-$15.66 
VIG Vanguard Dividend Appreciation ETF
-0.29%
-$777.7 
GMAR FT Vest US Equity Moderate B Fund
-0.29%
-$3,815.5 
FOCT FT Vest U.S. Equity Buffer ETF
-0.27%
-$21,708.6 
AXP American Express Company
-0.27%
-$484.19 
IVE ISHARES S&P 500 VALUE ETF
-0.26%
-$731.6 
SRLN SPDR Blackstone Senior Loan ETF
-0.26%
-$7.35 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.26%
-$335.77 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.26%
-$207.92 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.25%
-$3.08 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.25%
-$218.66 
WTFC Wintrust Financial Corporation
-0.25%
-$137.52 
ADI Analog Devices, Inc.
-0.25%
-$341.38 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.25%
-$6.56 
BNDX Vanguard Total International Bond ETF
-0.24%
-$1,372.87 
TSCO Tractor Supply Company
-0.24%
-$4 
PHM PulteGroup Inc.
-0.24%
-$197.91 
DIS The Walt Disney Company
-0.23%
-$13 
RSG Republic Services, Inc.
-0.23%
-$315.35 
FJP First Trust Japan AlphaDEX Fund
-0.23%
-$128.13 
EFA iShares MSCI EAFE ETF
-0.23%
-$0.96 
OVB Overlay Shares Core Bond ETF
-0.23%
-$525.72 
XMAR FT Vest US Equity Enhanced Fund
-0.23%
-$5,618.1 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.22%
-$26.22 
SCHV Schwab U.S. Large-Cap Value ETF
-0.22%
-$48.15 
CTAS Cintas Corporation
-0.21%
-$279.45 
KGC Kinross Gold Corporation
-0.21%
-$5 
BLV Vanguard Long-Term Bond ETF
-0.21%
-$278.5 
DMAR FT Vest US Equity Deep Buffer Fund
-0.2%
-$3,425.4 
FEP First Trust Europe AlphaDEX Fund
-0.18%
-$186.41 
CAT Caterpillar Inc.
-0.17%
-$864.01 
B BARRICK MINING CORP Common Stock (ABR0)
-0.17%
-$21 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$180.88 
IEFA iShares Core MSCI EAFE ETF
-0.17%
-$2,395.14 
MTGP WisdomTree Mortgage Plus Bond Fund
-0.17%
-$310.17 
BMY Bristol-Myers Squibb Company
-0.16%
-$87.02 
STAG Stag Industrial Inc.
-0.15%
-$1.49 
IGEB iShares Investment Grade Corporate Bond ETF
-0.15%
-$12.15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.15%
-$92.47 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.14%
-$4.05 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.14%
-$373.43 
ASML ASML Holding N.V. New York Registry Shares
-0.14%
-$26.23 
BNY BlackRock New York Municipal Income Trust
-0.14%
-$392.19 
OVT Overlay Shares Short Term Bond Fund
-0.14%
-$120.03 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.13%
-$300.74 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$37.96 
MBB iShares MBS ETF
-0.13%
-$30.93 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$1,323.2 
XLF Financial Select Sector SPDR Fund
-0.13%
-$79.66 
ACN Accenture plc Class A
-0.12%
-$124.04 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$40.35 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.12%
-$2.22 
FRI First Trust S&P REIT Index Fund
-0.12%
-$31.06 
VGLT Vanguard Long-Term Treasury Fund
-0.12%
-$30.9 
DTD WisdomTree U.S. Total Dividend Fund
-0.12%
-$16.17 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$19.21 
DFGR Dimensional Global Real Estate ETF
-0.11%
-$10,596.51 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$135.53 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.1%
-$670.5 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.09%
-$39.58 
GOCT FT Vest US Equity Moderate Fund
-0.09%
-$465.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$2.89 
AVRE Avantis Real Estate ETF
-0.09%
-$8.32 
FXO First Trust Financials AlphaDEX Fund
-0.08%
-$41.45 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$31.71 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$4.22 
EWC iShares MSCI Canada ETF
-0.07%
-$30.69 
WTMF WisdomTree Managed Futures Strategy Fund
-0.07%
-$205.35 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.06%
-$6,458.34 
FMB First Trust Managed Municipal Fund
-0.06%
-$2.58 
ABT Abbott Laboratories
-0.05%
-$33.1 
VTV Vanguard Value ETF
-0.03%
-$9,549.43 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.03%
-$198.63 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$3.72 
DXJ WisdomTree Japan Hedged Equity Fund
-0.02%
-$20.07 
AVDE Avantis International Equity ETF
-0.01%
-$5.18 
BINC iShares Flexible Income Active ETF
-0.01%
-$0.81 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.01%
-$46.98 
AIZ Assurant Inc.
0%
-$0.98 
MCD McDonald's Corporation
0%
-$3.5 Events
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Dividends
Dividend Analysis
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| Trades 4889 | Longs Won 3365/4889 68% | Profit Factor 44.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,095.97 |
| Average Win $49,843.2 | Best Trade (Oct 15) $9.23M | Sharpe Ratio -12.47 |
| Average Loss -$2,497.79 | Worst Trade (Mar 31) -$399,331.57 | Z-Score 12.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $33,527.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 838 | $44,475.27 | $35,380.36 | - | -$9,094.91 | -20.45% | +4.453% |
| AAL American Airlines Group Inc. | 408 | $7,369 | $4,893.96 | - | -$2,475.04 | -33.59% | -2.321% |
| AAPL Apple Inc. | 25,950 | $5.3M | $8.9M | - | $3.6M | 67.82% | +0.317% |
| ABBV AbbVie Inc. | 2,018 | $400,890.99 | $575,008.92 | - | $174,117.93 | 43.43% | +0.543% |
| ABNB Airbnb, Inc. | 7 | $926.38 | $1,205.08 | - | $278.7 | 30.08% | -1.219% |
| ABT Abbott Laboratories | 662 | $82,537.02 | $69,265.06 | - | -$13,271.96 | -16.08% | -0.048% |
| ACN Accenture plc Class A | 443 | $128,422.53 | $99,515.52 | - | -$28,907.01 | -22.51% | -0.124% |
| ADI Analog Devices, Inc. | 338 | $98,259.43 | $136,193.72 | - | $37,934.29 | 38.61% | -0.25% |
| ADM Archer-Daniels-Midland Co | 714 | $51,105.55 | $59,361.96 | - | $8,256.41 | 16.16% | +0.253% |
| ADP Automatic Data Processing Inc. | 272 | $75,173.3 | $77,728.08 | - | $2,554.78 | 3.4% | +0.04% |
| AEHR Aehr Test Systems | 200 | $19,212 | $12,574 | - | -$6,638 | -34.55% | -9.161% |
| AEP American Electric Power Company, Inc. | 1,888 | $200,119.47 | $238,945.28 | - | $38,825.81 | 19.4% | +1.826% |
| AGG iShares Core U.S. Aggregate Bond ETF | 34 | $3,365 | $3,241.05 | - | -$123.95 | -3.68% | -0.089% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 5,468 | $242,589.12 | $227,878.9 | - | -$14,710.22 | -6.06% | -0.132% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,074 | $62,133.55 | $106,336.74 | - | $44,203.19 | 71.14% | -1.394% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 107 | $9,154 | $9,154 | - | - | - | 0.0 |
| AIZ Assurant Inc. | 196 | $39,813.93 | $55,245.54 | - | $15,431.61 | 38.76% | -0.002% |
| AJG Arthur J. Gallagher & Co. | 518 | $138,222.34 | $130,287.36 | - | -$7,934.98 | -5.74% | +0.568% |
| AMAT Applied Materials, Inc. | 468 | $96,303.43 | $194,304.24 | - | $98,000.81 | 101.76% | -3.449% |
| AMD Advanced Micro Devices, Inc. | 1,519 | $233,009.25 | $812,816.9 | - | $579,807.65 | 248.83% | -4.825% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for REAP Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $2.93M, FT Vest US Equity Moderate Fund B - $2.71M, FT Vest US Equity Enhanced Fund - $1.95M, VANGUARD TOTAL STOCK MKT ETF - $1.78M, and FT Vest U.S. Equity Deep Buffer Fund - $1.39M. 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: Belpointe PREP LLC - $676,170.26, Accenture plc Class A - $136,839.07, Spotify Technology S.A - $29,544.65, eXp World Holdings Inc - $23,031.2, and Boston Scientific Corporation - $21,387.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does REAP Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.64M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.93M, VANGUARD TOTAL STOCK MKT ETF - $1.45M, Vanguard Value ETF - $1.02M, Avantis Emerging Markets Equity ETF - $967,368.68, and Avantis International Small Cap Value ETF - $656,323.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are REAP Financial Group LLC's monthly returns?
REAP Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can REAP Financial Group LLC's strategy be considered aggressive or moderate?
REAP Financial Group LLC'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 REAP Financial Group LLC's strategy?
REAP Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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