AWL
Alteri Wealth LLC Portfolio
Invests via Alteri Wealth LLC | Managed by Michelle Gruber, Alex Markowitz
Invests via Alteri Wealth LLC
Managed by Michelle Gruber, Alex Markowitz
Automatically Tracked
Company Profile
Registered as a boutique wealth manager, Alteri Wealth LLC provides discretionary investment management, financial planning and advisory services to high-net-worth individuals and families, focusing on diversified portfolios, tax-aware strategies and retirement income solutions. The firm positions itself as a fiduciary advisor delivering tailored asset allocation, risk management and select alternative exposure while serving as a centralized wealth hub for estate, cash-flow and multi-generational planning.
Registered as a boutique wealth manager, Alteri Wealth LLC provides discretionary investment management, financial planning and advisory services to high-net-worth individuals and families, focusing on diversified portfolios, tax-aware strategies and retirement income solutions. The firm positions itself as a fiduciary advisor delivering tailored asset allocation, risk management and select alternative exposure while serving as a centralized wealth hub for estate, cash-flow and multi-generational planning.
Investment Philosophy & Strategy
Adopts a fiduciary, family-office style approach that prioritizes tailored discretionary management for high-net-worth clients, pairing strategic asset allocation with tax-aware income planning and concentrated use of alternatives to diversify traditional equity and fixed-income holdings. Capital deployment emphasizes liability-driven retirement solutions, multi-generational wealth preservation, and cash-flow-sensitive allocations while maintaining centralized oversight of estate and liquidity needs. Underwriting favors durable cash-generative businesses, tax-efficient instruments, and low-correlated strategies; risk discipline relies on drawdown controls, scenario stress testing, and ongoing rebalancing to align portfolios with long-term goals.
Adopts a fiduciary, family-office style approach that prioritizes tailored discretionary management for high-net-worth clients, pairing strategic asset allocation with tax-aware income planning and concentrated use of alternatives to diversify traditional equity and fixed-income holdings. Capital deployment emphasizes liability-driven retirement solutions, multi-generational wealth preservation, and cash-flow-sensitive allocations while maintaining centralized oversight of estate and liquidity needs. Underwriting favors durable cash-generative businesses, tax-efficient instruments, and low-correlated strategies; risk discipline relies on drawdown controls, scenario stress testing, and ongoing rebalancing to align portfolios with long-term goals.
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:
0.97%
Gain
Monthly
0.05%
Yearly
0.63%
Drawdown
22.05%
$351.82M
Equity
Holdings
$351.82M
Investment
$271.05M
$84.1M
Profit -$2.03M
Realized
$3.33M
Unrealized
$80.77M
Dividends
$7.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.03M
Win %
73%
This Week
Compared To Last Week
Gain
-2.17%
Profit
-$7.79M
Win %
73%
This Month
Compared to last month
Gain
-1.09%
Profit
-$3.88M
Win %
73%
This Year
Compared to last year
Gain
14.25%
Profit
$43.89M
Win %
72%
TRV The Travelers Companies, Inc.
+8.16%
+$19,984.7 
SFM Sprouts Farmers Market, Inc.
+4.37%
+$24,172.54 
ALL Allstate Corporation
+3.32%
+$21,052.5 
NOC Northrop Grumman Corporation
+3.21%
+$7,180.51 
ABT Abbott Laboratories
+3.07%
+$6,359.97 
MRK Merck & Co., Inc.
+3.02%
+$21,075.6 
CB Chubb Limited
+2.92%
+$6,261.15 
GE General Electric Company
+2.81%
+$24,980.43 
CLOV Clover Health Investments, Corp.
+2.61%
+$2,101.62 
BMY Bristol-Myers Squibb Company
+2.33%
+$15,043.29 
HWM Howmet Aerospace Inc.
+2.06%
+$16,490.5 
MO Altria Group, Inc.
+2%
+$7,202.18 
CSCO Cisco Systems, Inc.
+1.88%
+$21,780.38 
WELL Welltower Inc.
+1.87%
+$19,776.35 
PGR Progressive Corporation
+1.86%
+$11,183.6 
JNJ Johnson & Johnson
+1.83%
+$34,274.93 
EMR Emerson Electric Co.
+1.79%
+$11,431.64 
PANW Palo Alto Networks, Inc.
+1.78%
+$36,427.63 
LMT Lockheed Martin Corporation
+1.71%
+$33,111.93 
GILD Gilead Sciences Inc.
+1.69%
+$10,480.04 
KR Kroger Co.
+1.66%
+$9,107.48 
GD General Dynamics Corporation
+1.61%
+$9,898.44 
IGR CBRE Global Real Estate Income Fund
+1.6%
+$3,353.78 
CAH Cardinal Health Inc.
+1.59%
+$5,357.88 
RTX RTX Corporation
+1.57%
+$33,831.36 
ABBV AbbVie Inc.
+1.57%
+$25,603.83 
APD Air Products and Chemicals, Inc.
+1.53%
+$3,138.39 
ITA iShares U.S. Aerospace & Defense ETF
+1.53%
+$6,188.09 
CVS CVS Health Corporation
+1.51%
+$9,848.37 
LHX L3Harris Technologies, Inc.
+1.51%
+$2,955.81 
COR Cencora, Inc.
+1.46%
+$5,328 
T AT&T Inc.
+1.41%
+$15,500.62 
ENSG The Ensign Group, Inc.
+1.41%
+$4,738.5 
VZ Verizon Communications Inc.
+1.37%
+$11,902.8 
SHLD Global X Defense Tech ETF
+1.34%
+$9,308 
XOM Exxon Mobil Corporation
+1.32%
+$109,504.34 
WFC Wells Fargo & Company
+1.32%
+$19,508.88 
STX Seagate Technology Holdings plc
+1.3%
+$13,334.93 
PEG Public Service Enterprise Group Incorporated
+1.27%
+$7,654.79 
MPC Marathon Petroleum Corporation
+1.27%
+$12,412.15 
CVX Chevron Corporation
+1.26%
+$14,270.26 
SPG Simon Property Group, Inc.
+1.26%
+$11,177.28 
PM Philip Morris International Inc.
+1.25%
+$3,836.56 
VLO Valero Energy Corporation
+1.23%
+$3,001.05 
DTE DTE Energy Company
+1.2%
+$2,686.79 
PH Parker-Hannifin Corporation
+1.19%
+$16,404.6 
HON Honeywell International Inc.
+1.17%
+$2,147.89 
LLY Eli Lilly and Company
+1.17%
+$41,820.42 
O Realty Income Corporation
+1.1%
+$5,331.65 
OXY Occidental Petroleum Corporation
+1.1%
+$4,674.43 
COP ConocoPhillips
+1.09%
+$2,333.31 
D Dominion Energy, Inc.
+1.09%
+$3,215.94 
SO The Southern Company
+1.07%
+$2,890.18 
DLR Digital Realty Trust, Inc.
+1.07%
+$6,606.72 
TNGY Tortoise Energy Fund, Inc.
+1.05%
+$12,465.48 
WMT Walmart Inc.
+1.04%
+$96,648.65 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$12,038.62 
F Ford Motor Company
+1.02%
+$2,132.37 
BP BP p.l.c. Sponsored ADR
+0.99%
+$3,370.82 
DKS Dick's Sporting Goods, Inc.
+0.97%
+$3,162.89 
DUK Duke Energy Corporation
+0.97%
+$2,075.22 
UNP Union Pacific Corporation
+0.97%
+$11,892.66 
PFE Pfizer Inc.
+0.91%
+$3,906 
SRE Sempra
+0.88%
+$2,989.72 
XLU Utilities Select Sector SPDR Fund
+0.86%
+$2,168.79 
NCV Virtus Convertible & Income Fund
+0.86%
+$1,593.2 
DE Deere & Company
+0.85%
+$2,549.76 
ETR Entergy Corporation
+0.85%
+$5,675.18 
XLE Energy Select Sector SPDR Fund
+0.81%
+$3,179.52 
UNH UnitedHealth Group Incorporated
+0.79%
+$3,113.55 
JPM JPMorgan Chase & Co.
+0.78%
+$41,518.66 
DELL Dell Technologies Inc.
+0.76%
+$17,152.88 
XEL Xcel Energy Inc.
+0.76%
+$4,918.65 
EVRG Evergy Inc.
+0.75%
+$1,644.5 
TFC Truist Financial Corporation
+0.73%
+$5,651.88 
BA Boeing Company
+0.72%
+$21,903.42 
ORCL Oracle Corporation
+0.72%
+$3,855.48 
NEE NextEra Energy, Inc.
+0.69%
+$3,207.84 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+0.68%
+$2,679.25 
PFG Principal Financial Group, Inc.
+0.65%
+$2,671.8 
BAC Bank of America Corporation
+0.63%
+$32,537.7 
ROST Ross Stores, Inc.
+0.63%
+$5,720.28 
PG Procter & Gamble Co
+0.62%
+$7,326.36 
DG Dollar General Corporation
+0.61%
+$1,648.57 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$1,310.5 
HPE Hewlett Packard Enterprise Company
+0.59%
+$9,805.8 
XLV Health Care Select Sector SPDR Fund
+0.56%
+$1,556.1 
GLD SPDR Gold Shares
+0.55%
+$10,237.41 
IAU iShares Gold Trust
+0.55%
+$1,793.75 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+0.54%
+$2,946.78 
TLH iShares 10-20 Year Treasury Bond ETF
+0.47%
+$2,694.21 
FTNT Fortinet Inc.
+0.47%
+$11,679.78 
USB U.S. Bancorp
+0.46%
+$1,655.24 
IDV iShares International Select Dividend ETF
+0.43%
+$8,811.55 
EPD Enterprise Products Partners L.P.
+0.41%
+$2,265.95 
VTV Vanguard Value ETF
+0.4%
+$6,364.16 
MDT Medtronic plc
+0.4%
+$3,515.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$1,249.62 
AZN AstraZeneca PLC American Depositary Shares
+0.38%
+$1,130.24 
LIN Linde plc
+0.37%
+$961.86 
CRWD CrowdStrike Holdings, Inc.
+0.37%
+$2,202 
GNT GAMCO Natural Resources, Gold & Income Trust
+0.37%
+$456.75 
CSX CSX Corporation
+0.32%
+$1,997.89 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$1,814.69 
ETN Eaton Corporation plc
+0.28%
+$2,111.97 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.27%
+$1,791.25 
AMGN Amgen Inc.
+0.27%
+$12,599.14 
DGRO iShares Core Dividend Growth ETF
+0.26%
+$4,046.91 
THW abrdn World Healthcare Fund
+0.26%
+$1,307.6 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$1,695.76 
MBB iShares MBS ETF
+0.24%
+$2,829.15 
GEV GE Vernova Inc.
+0.23%
+$1,662.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$3,092.54 
HD The Home Depot, Inc.
+0.22%
+$3,416.4 
TJX The TJX Companies, Inc.
+0.22%
+$1,602.42 
LYV Live Nation Entertainment, Inc.
+0.22%
+$955.52 
MLPA Global X MLP ETF
+0.21%
+$964.74 
CL Colgate-Palmolive Company
+0.2%
+$790.32 
MU Micron Technology, Inc.
+0.17%
+$4,062.63 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.16%
+$1,758.15 
GTO Invesco Total Return Bond ETF
+0.16%
+$715.73 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$1,782.69 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.16%
+$222.4 
BTZ BlackRock Credit Allocation Income Trust
+0.15%
+$782.28 
CMCSA Comcast Corp
+0.14%
+$440.4 
KMI Kinder Morgan, Inc.
+0.14%
+$999.67 
RWL Invesco S&P 500 Revenue ETF
+0.13%
+$771.23 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$1,151.37 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$1,116.92 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$3,421.39 
YEAR AB Ultra Short Income ETF
+0.09%
+$414.46 
TSEC Touchstone Securitized Income ETF
+0.08%
+$654.42 
BDX Becton, Dickinson and Company
+0.07%
+$159.72 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$254.62 
BKLN Invesco Senior Loan ETF
+0.07%
+$184.2 
FLXR TCW Flexible Income ETF
+0.06%
+$606.73 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$289.35 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.06%
+$334.68 
VONV Vanguard Russell 1000 Value Index Fund
+0.05%
+$132.1 
BNDX Vanguard Total International Bond ETF
+0.04%
+$93.24 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$410.9 
IWD iShares Russell 1000 Value ETF
+0.04%
+$508.73 
JPIE JPMorgan Income ETF
+0.03%
+$640.61 
PAAA PGIM AAA CLO ETF
+0.03%
+$216.62 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$61.08 
PFFD Global X U.S. Preferred ETF
+0.03%
+$285.61 
COST Costco Wholesale Corporation
+0.02%
+$338.89 
FALN iShares Fallen Angels USD Bond ETF
+0.02%
+$40.72 
BEIGF BeiGene Ltd.
0%
$0 
FTF Franklin Limited Duration Income Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.93%
-$21,787.46 
NFLX Netflix, Inc.
-7.78%
-$105,599.39 
META Meta Platforms Inc Class A
-5.7%
-$248,530.94 
AMAT Applied Materials, Inc.
-5.03%
-$55,339.38 
KLAC KLA Corporation
-4.33%
-$13,286 
INTC Intel Corporation
-3.84%
-$441,534.24 
GLW Corning Incorporated
-3.79%
-$10,248 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.49%
-$22,520.56 
LRCX Lam Research Corporation
-2.96%
-$10,799.52 
TXN Texas Instruments Inc
-2.93%
-$21,345.43 
AMD Advanced Micro Devices, Inc.
-2.93%
-$47,083.96 
SMH VanEck Semiconductor ETF
-2.9%
-$29,912.86 
SOXX iShares Semiconductor ETF
-2.84%
-$61,027.75 
NXPI NXP Semiconductors N.V.
-2.83%
-$12,317.28 
TSLA Tesla, Inc.
-2.78%
-$86,648.3 
QS QuantumScape Corp
-2.71%
-$1,600 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-2.64%
-$11,939.07 
IBM International Business Machines Corporation
-2.58%
-$29,700.24 
GOOGL Alphabet Inc
-2.54%
-$252,653.57 
GOOG Alphabet Inc
-2.48%
-$95,327.66 
MSFT Microsoft Corp.
-2.36%
-$182,897.59 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-2.31%
-$20,891.6 
KO The Coca-Cola Company
-2.29%
-$14,728.48 
BNY BlackRock New York Municipal Income Trust
-2.23%
-$19,434.57 
EWJ iShares MSCI Japan ETF
-2.1%
-$5,536.03 
QCOM QUALCOMM Incorporated
-2.09%
-$24,661.63 
NVDA NVIDIA Corporation
-2.08%
-$462,661.26 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.95%
-$12,274.8 
PLTR Palantir Technologies Inc.
-1.91%
-$7,190.86 
SCHE Schwab Emerging Markets Equity ETF
-1.89%
-$8,322.52 
ADI Analog Devices, Inc.
-1.86%
-$20,546.82 
URA Global X Uranium ETF
-1.84%
-$15,536.16 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$11,583 
V Visa Inc. Class A
-1.83%
-$31,949.3 
JEF Jefferies Financial Group Inc.
-1.81%
-$7,651.76 
TMO Thermo Fisher Scientific Inc.
-1.78%
-$9,718.72 
GS The Goldman Sachs Group, Inc.
-1.76%
-$20,663.76 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.69%
-$6,777.71 
VUG Vanguard Growth ETF
-1.69%
-$23,231.52 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$23,231.32 
QQQM Invesco NASDAQ 100 ETF
-1.64%
-$13,823.46 
VONG Vanguard Russell 1000 Growth Fund
-1.64%
-$6,346.44 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$37,899.11 
WDC Western Digital Corporation
-1.61%
-$31,404.14 
MA Mastercard Incorporated
-1.57%
-$6,850.06 
COF Capital One Financial Corporation
-1.55%
-$4,303.36 
AVEM Avantis Emerging Markets Equity ETF
-1.53%
-$6,277.62 
UAL United Airlines Holdings, Inc.
-1.47%
-$30,923.78 
AVGO Broadcom Inc.
-1.47%
-$219,873.1 
VGT Vanguard Information Technology ETF
-1.43%
-$17,369.28 
HCA HCA Healthcare Inc.
-1.42%
-$2,899.11 
SPGI S&P Global Inc.
-1.36%
-$9,333.81 
WMB The Williams Companies, Inc.
-1.34%
-$12,420 
DIS The Walt Disney Company
-1.23%
-$19,827.85 
AXP American Express Company
-1.2%
-$7,712.18 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$26,476.94 
BLK BlackRock, Inc.
-1.11%
-$19,841.66 
GROZ Zacks Focus Growth ETF
-1.04%
-$4,939.86 
SYF Synchrony Financial
-1%
-$5,931.69 
AEM Agnico Eagle Mines Limited
-0.94%
-$1,472.41 
FIS Fidelity National Information Services, Inc.
-0.94%
-$1,735.2 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.88%
-$4,750.23 
C Citigroup Inc.
-0.88%
-$11,110.48 
EL The Estée Lauder Companies Inc. Class A
-0.87%
-$4,845.9 
PFSI Pennymac Financial Services Inc.
-0.87%
-$2,557.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.86%
-$1,978.59 
APH Amphenol Corporation
-0.81%
-$8,253.44 
MS Morgan Stanley
-0.8%
-$4,065.25 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$6,953.87 
IVV iShares Core S&P 500 ETF
-0.79%
-$28,225.6 
BGY BlackRock Enhanced International Dividend Trust
-0.79%
-$562.5 
BSX Boston Scientific Corporation
-0.78%
-$3,118.15 
VOO Vanguard S&P 500 ETF
-0.78%
-$13,611.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$11,589.93 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$8,225.53 
VBK Vanguard Small-Cap Growth ETF
-0.75%
-$3,690.09 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.74%
-$5,663.58 
CRM Salesforce Inc
-0.73%
-$1,842.12 
QUIZ Zacks Quality International Fund
-0.73%
-$7,126.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$3,093.49 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.72%
-$7,146 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$3,078.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$4,723.29 
BTI British American Tobacco p.l.c. ADR
-0.69%
-$3,583.09 
BX Blackstone Inc.
-0.68%
-$6,447.76 
GM General Motors Company
-0.68%
-$3,442.35 
FEZ SPDR Euro Stoxx 50 ETF
-0.65%
-$2,551.12 
BFOR Barron's 400 ETF
-0.64%
-$7,644.88 
FCX Freeport-McMoRan Inc.
-0.63%
-$4,088.87 
SKYY First Trust Cloud Computing ETF
-0.59%
-$1,875.96 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.57%
-$2,303.64 
BAX Baxter International Inc.
-0.56%
-$1,708.72 
SBUX Starbucks Corporation
-0.54%
-$1,685.93 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.52%
-$1,592.5 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.51%
-$1,335.49 
VVR Invesco Senior Income Trust
-0.5%
-$718.12 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.48%
-$3,864.69 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-0.46%
-$972.51 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$1,416.3 
AMZN Amazon.com Inc
-0.44%
-$30,942.92 
ZECP Zacks Earnings Consistent Portfolio
-0.42%
-$12,457.28 
CRSP Crispr Therapeutics AG
-0.4%
-$1,094.46 
SCHW Charles Schwab Corporation
-0.39%
-$1,289.6 
VB Vanguard Small-Cap ETF
-0.38%
-$1,554.96 
HLT Hilton Worldwide Holdings Inc.
-0.37%
-$1,851.32 
IWM iShares Russell 2000 ETF
-0.35%
-$970.19 
DSL DoubleLine Income Solutions Fund
-0.33%
-$528.53 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.32%
-$2,396.84 
NBH Neuberger Berman Municipal Fund Inc.
-0.29%
-$382.62 
MLM Martin Marietta Materials, Inc.
-0.28%
-$1,416.8 
FDX FedEx Corporation
-0.27%
-$724.78 
ICE Intercontinental Exchange, Inc.
-0.26%
-$1,003.81 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.24%
-$628.98 
WTMF WisdomTree Managed Futures Strategy Fund
-0.23%
-$874.15 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.21%
-$1,772.19 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$681.62 
XYLD Global X S&P 500 Covered Call ETF
-0.17%
-$402.85 
FCT First Trust Senior Floating Rate Income Fund II
-0.16%
-$155.55 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.16%
-$2,812.94 
JRI Nuveen Real Asset Income and Growth Fund
-0.15%
-$387.88 
XLF Financial Select Sector SPDR Fund
-0.15%
-$1,740.71 
INTU Intuit Inc.
-0.14%
-$515.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$475.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,540.97 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.12%
-$780.16 
PEP PepsiCo, Inc.
-0.11%
-$603.57 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.08%
-$284.42 
FTCA Franklin California Municipal Income ETF
-0.07%
-$207.18 
WCC Wesco International Inc.
-0.06%
-$174.93 
PAVE Global X U.S. Infrastructure Development ETF
-0.06%
-$333.63 
AAPL Apple Inc.
-0.06%
-$14,263.11 
CAT Caterpillar Inc.
-0.05%
-$1,058.91 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$429.11 
SLV iShares Silver Trust
-0.04%
-$151.46 
AJG Arthur J. Gallagher & Co.
-0.02%
-$320.2 
PNC The PNC Financial Services Group, Inc.
-0.02%
-$58.4 
SCMB Schwab Municipal Bond ETF
-0.02%
-$160.72 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$77.1 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$65.36 
MCD McDonald's Corporation
-0.01%
-$108.52 
JCI Johnson Controls International plc
-0.01%
-$91.48 Events
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Dividends
Dividend Analysis
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| Trades 1556 | Longs Won 1086/1556 69% | Profit Factor 11.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $387,500.22 |
| Average Win $84,794.3 | Best Trade (Jul 10) $10.85M | Sharpe Ratio -10.17 |
| Average Loss -$16,995.27 | Worst Trade (Jul 10) -$683,073.14 | Z-Score 17.23 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $54,048.09 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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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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