Michael Byun Portfolio
Invests via SageView Advisory Group LLC | Managed by Karen F. Prange
Invests via SageView Advisory Group LLC
Managed by Karen F. Prange
Automatically Tracked
Michael Byun Profile
Michael Byun has established himself as a prominent figure in the technology sector, leveraging his extensive expertise to drive innovation and growth. With a strong background in entrepreneurial ventures, he excels at navigating complex business landscapes. His experience encompasses both startup development and corporate leadership, making him adept at fostering partnerships that enhance competitive advantage. Byun’s commitment to excellence is evident through his successful track record of launching transformative solutions within rapidly evolving markets, positioning himself as a valuable asset for future investments and collaborations.
Michael Byun has established himself as a prominent figure in the technology sector, leveraging his extensive expertise to drive innovation and growth. With a strong background in entrepreneurial ventures, he excels at navigating complex business landscapes. His experience encompasses both startup development and corporate leadership, making him adept at fostering partnerships that enhance competitive advantage. Byun’s commitment to excellence is evident through his successful track record of launching transformative solutions within rapidly evolving markets, positioning himself as a valuable asset for future investments and collaborations.
Investment Philosophy & Strategy
Innovation within the technology sector often demands agile thinking and strategic foresight. Michael Byun demonstrates a unique ability to identify and cultivate disruptive opportunities that drive substantial value creation. His entrepreneurial mindset, coupled with extensive operational knowledge, empowers him to pioneer initiatives that resonate with market trends. An emphasis on collaboration enhances his approach as he seeks synergistic partnerships aimed at scaling cutting-edge solutions effectively. This perspective not only optimizes resource allocation but also positions projects for sustainable growth in competitive environments.
Innovation within the technology sector often demands agile thinking and strategic foresight. Michael Byun demonstrates a unique ability to identify and cultivate disruptive opportunities that drive substantial value creation. His entrepreneurial mindset, coupled with extensive operational knowledge, empowers him to pioneer initiatives that resonate with market trends. An emphasis on collaboration enhances his approach as he seeks synergistic partnerships aimed at scaling cutting-edge solutions effectively. This perspective not only optimizes resource allocation but also positions projects for sustainable growth in competitive environments.
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:
59%
Gain +0.61%
Monthly
1.01%
Yearly
12.82%
Drawdown
14.92%
$3.05B
Equity
Holdings
$3.05B
Investment
$2.58B
$872.29M
Profit +$14.41M
Realized
$399.46M
Unrealized
$472.83M
Dividends
$187.52M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$14.41M
Win %
68%
This Week
Compared To Last Week
Gain
0.87%
Profit
$26.41M
Win %
68%
This Month
Compared to last month
Gain
0.89%
Profit
$26.88M
Win %
68%
This Year
Compared to last year
Gain
-0.01%
Profit
-$140,670.67
Win %
59%
HRI Herc Holdings Inc.
+17.52%
+$53,627.96 
HWKN Hawkins, Inc.
+10.29%
+$29,475.88 
WDC Western Digital Corp.
+7.95%
+$49,089.54 
DELL Dell Technologies Inc. Class C Common Stock
+7.9%
+$17,702.4 
BE Bloom Energy Corp. Class A Common Stock
+7.89%
+$17,355.8 
RCL Royal Caribbean Cruises Ltd.
+7.49%
+$23,783.31 
LITE Lumentum Holdings Inc.
+7.09%
+$25,073.29 
TSAT Telesat Corporation Class A Common Shares and Class B Variable Voting Shares
+7.03%
+$12,560 
STM STMicroelectronics N.V.
+6.52%
+$12,198.19 
GM General Motors Co.
+6.37%
+$29,096.82 
STX Seagate Technology Holdings plc
+6.18%
+$97,047.76 
ANET Arista Networks Inc.
+6.02%
+$89,830.65 
FLEX Flex Ltd.
+5.94%
+$6,174.07 
NUE Nucor Corporation
+5.67%
+$18,722.56 
CDNS Cadence Design Systems, Inc.
+5.47%
+$11,100.59 
AMD Advanced Micro Devices Inc.
+5.38%
+$279,912.23 
VRT Vertiv Holdings Co Class A Common Stock
+4.76%
+$16,517.2 
GLDG GoldMining Inc.
+4.57%
+$1,422.54 
JCI Johnson Controls International plc
+4.2%
+$31,576.6 
ASX ASE Technology Holding Co., Ltd. ADR
+4.13%
+$11,558.25 
CECO CECO Environmental Corp.
+4.06%
+$17,783.98 
AVGO Broadcom Inc.
+3.95%
+$350,106.21 
MRVL Marvell Technology Inc.
+3.82%
+$27,901.76 
TSLA Tesla, Inc.
+3.79%
+$231,222.04 
SNDK Sandisk Corp.
+3.62%
+$22,119.54 
SNPS Synopsys Inc.
+3.53%
+$45,056.39 
APH Amphenol Corp. Class A Common Stock
+3.48%
+$20,352.16 
INTC Intel Corporation
+3.45%
+$95,871.36 
ORCL Oracle Corporation
+3.27%
+$68,115.99 
ETN Eaton Corporation plc
+3.23%
+$50,399.82 
ASML ASML Holding N.V. NY Registered Shares
+2.93%
+$19,093.69 
FIX Comfort Systems USA Inc.
+2.89%
+$10,392.46 
CEG Constellation Energy Corporation
+2.86%
+$23,957.21 
GEV GE Vernova Inc.
+2.86%
+$74,969.4 
MU Micron Technology Inc.
+2.77%
+$109,311.68 
WMB The Williams Companies, Inc.
+2.75%
+$22,540.67 
UPS United Parcel Service, Inc. Class B Common Stock
+2.75%
+$22,107.6 
CAT Caterpillar Inc.
+2.74%
+$41,592.24 
EQIX Equinix, Inc.
+2.71%
+$11,125.76 
CINF Cincinnati Financial Corporation
+2.67%
+$22,727.65 
NPO Enpro Inc.
+2.61%
+$6,302.13 
ADI Analog Devices, Inc.
+2.57%
+$52,810.73 
GE General Electric Company
+2.53%
+$77,420.32 
MPWR Monolithic Power Systems Inc.
+2.51%
+$6,737.85 
ILMN Illumina Inc.
+2.47%
+$8,107.65 
TXN Texas Instruments Inc.
+2.46%
+$123,956.88 
TEL TE Connectivity plc
+2.42%
+$22,108.24 
STLD Steel Dynamics, Inc.
+2.39%
+$5,993.19 
PWR Quanta Services, Inc.
+2.37%
+$48,145.88 
NOK Nokia Corporation Sponsored ADR
+2.37%
+$2,424.33 
KLAC KLA Corporation
+2.34%
+$15,282.67 
AMAT Applied Materials Inc.
+2.18%
+$31,594.55 
NEM Newmont Corporation
+2.15%
+$12,167.12 
PANW Palo Alto Networks, Inc.
+2.09%
+$65,639.12 
GS The Goldman Sachs Group, Inc.
+2.02%
+$32,724.12 
CSCO Cisco Systems, Inc.
+1.91%
+$203,051.63 
SPCX Space Exploration Technologies Corp. Class A
+1.91%
+$5,257.53 
CRWD CrowdStrike Holdings, Inc.
+1.84%
+$7,785.98 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.83%
+$4,773.6 
CMI Cummins Inc.
+1.82%
+$24,018.96 
XLK State Street Technology Select Sector SPDR ETF
+1.82%
+$12,010.73 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.81%
+$81,133.8 
FFIV F5, Inc.
+1.81%
+$6,358.89 
ROK Rockwell Automation Inc.
+1.78%
+$3,817.35 
EMR Emerson Electric Co.
+1.75%
+$12,177.49 
MSIF MSC Income Fund Inc.
+1.75%
+$3,177 
IRM Iron Mountain Inc.
+1.73%
+$5,896.27 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$57,681.39 
TAYD Taylor Devices, Inc.
+1.7%
+$5,262.05 
MS Morgan Stanley Common Stock
+1.67%
+$16,817.71 
NTSK Netskope Inc. Class A Common Stock
+1.66%
+$4,233.15 
IGM iShares Expanded Tech Sector ETF
+1.65%
+$7,200.94 
NXPI NXP Semiconductors N.V.
+1.61%
+$5,513.27 
GGG Graco Inc.
+1.6%
+$4,141.93 
FSK FS KKR Capital Corp.
+1.59%
+$2,292.84 
FCX Freeport-McMoRan Inc.
+1.56%
+$10,839.54 
ITT ITT Inc.
+1.52%
+$3,303.11 
IEMG iShares Core MSCI Emerging Markets ETF
+1.49%
+$270,353.44 
TMO Thermo Fisher Scientific Inc.
+1.45%
+$31,703.55 
AVEM Avantis Emerging Markets Equity ETF
+1.39%
+$8,420.42 
EEM iShares MSCI Emerging Markets ETF
+1.37%
+$9,513.2 
XPO XPO, Inc.
+1.37%
+$7,923.28 
ESGE iShares ESG Aware MSCI EM ETF
+1.35%
+$13,275.9 
IWY iShares Russell Top 200 Growth ETF
+1.34%
+$24,481.37 
QQQ Invesco QQQ Trust, Series 1
+1.31%
+$59,268.84 
DAL Delta Air Lines, Inc.
+1.3%
+$8,448.06 
F Ford Motor Co.
+1.29%
+$7,277.25 
DOV Dover Corporation
+1.29%
+$2,591.47 
VONG Vanguard Russell 1000 Growth ETF
+1.28%
+$3.08M 
EQT EQT Corporation
+1.28%
+$3,105.2 
NVDA NVIDIA Corporation
+1.26%
+$396,707.22 
AMZN Amazon.com Inc
+1.26%
+$207,318.76 
DFEV Dimensional Emerging Markets Value ETF
+1.25%
+$3,359.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.24%
+$14,814.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.24%
+$22,290.27 
GLD SPDR Gold Shares
+1.23%
+$12,637.89 
MRK Merck & Co., Inc.
+1.23%
+$43,556.25 
EMXF iShares ESG Advanced MSCI EM ETF
+1.23%
+$13,032.18 
IAU iShares Gold Trust
+1.22%
+$6,104.2 
TKO TKO Group Holdings, Inc. Class A Common Stock
+1.21%
+$2,339.1 
FLS Flowserve Corporation
+1.21%
+$5,178.6 
EMGF iShares Emerging Markets Equity Factor ETF
+1.2%
+$2,324 
IWF iShares Russell 1000 Growth ETF
+1.19%
+$9,653.76 
VUG Vanguard Morningstar Growth ETF
+1.18%
+$53,206.25 
MGK Vanguard Mega Cap Growth ETF
+1.18%
+$2,658.6 
T AT&T Inc.
+1.18%
+$14,734.06 
C Citigroup Inc.
+1.17%
+$18,851.91 
ASTE Astec Industries, Inc.
+1.17%
+$4,203.62 
VZ Verizon Communications Inc.
+1.16%
+$17,309.57 
GOOGL Alphabet Inc
+1.16%
+$198,995.28 
OMF OneMain Holdings, Inc.
+1.15%
+$2,994.55 
AVDV Avantis International Small Cap Value ETF
+1.15%
+$68,628.66 
SCHC Schwab International Small-Cap Equity ETF
+1.12%
+$919,664.82 
IVW iShares S&P 500 Growth ETF
+1.12%
+$13,530.44 
EWJ iShares MSCI Japan ETF
+1.1%
+$27,988.47 
VBK Vanguard Small-Cap Growth ETF
+1.1%
+$2,046.09 
FDX FedEx Corp.
+1.09%
+$3,564.31 
LCUT Lifetime Brands Inc.
+1.09%
+$3,847.77 
TNC Tennant Company
+1.08%
+$1,689.8 
UFOX Defiance Space and Connective Tech ETF
+1.08%
+$3,921.6 
NTRA Natera, Inc.
+1.07%
+$4,083.1 
NUMG Nuveen ESG Mid-Cap Growth ETF
+1.07%
+$6,489.07 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+1.06%
+$10,844.07 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.05%
+$3,378.06 
VLUE iShares MSCI USA Value Factor ETF
+1.05%
+$23,460.2 
CR Crane Company
+1.05%
+$2,084 
QCOM QUALCOMM Incorporated
+1.03%
+$6,739.51 
PCAR PACCAR Inc.
+1.02%
+$2,454.58 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+1.02%
+$7,157.63 
CGIE Capital Group International Equity ETF
+1.02%
+$8,017.59 
EZU iShares MSCI Eurozone ETF
+1.02%
+$40,190.7 
IUSG iShares Core S&P U.S. Growth ETF
+1.01%
+$2,718.9 
VTWO Vanguard Russell 2000 ETF
+1.01%
+$4,701.37 
CSX CSX Corporation
+1%
+$7,089.49 
PLTR Palantir Technologies Inc. Class A Common Stock
+1%
+$11,794.44 
TT Trane Technologies plc
+1%
+$26,956.4 
IWM iShares Russell 2000 ETF
+1%
+$25,817.13 
AAPL Apple Inc.
+0.99%
+$602,744.78 
IXUS iShares Core MSCI Total International Stock ETF
+0.99%
+$29,543.52 
FTNT Fortinet, Inc.
+0.98%
+$6,179.4 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.98%
+$3,790.16 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
+0.97%
+$6,901.35 
ACWX iShares MSCI ACWI ex U.S. ETF
+0.97%
+$6,468.1 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.97%
+$16,992 
SLB SLB N.V.
+0.96%
+$3,431.27 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.92%
+$232,527.3 
MLI Mueller Industries, Inc.
+0.92%
+$2,843 
SCHF Schwab International Equity ETF
+0.91%
+$1.53M 
LRCX Lam Research Corp.
+0.91%
+$10,074.24 
VXUS Vanguard Total International Stock ETF
+0.9%
+$56,015.81 
VEA Vanguard FTSE Developed Markets ETF
+0.9%
+$34,252.5 
NJUL Innovator Nasdaq-100 Power Buffer ETF - July
+0.88%
+$2,960.96 
GROY Gold Royalty Corp.
+0.88%
+$630 
GOOG Alphabet Inc
+0.85%
+$35,566.28 
VSGX Vanguard ESG International Stock ETF
+0.85%
+$81,808.3 
NVS Novartis AG Sponsored ADR
+0.84%
+$2,462.2 
VXF Vanguard Extended Market ETF
+0.84%
+$1.24M 
DNL WisdomTree Global ex-U.S. Quality Growth Fund
+0.83%
+$2,165.97 
ESGV Vanguard ESG U.S. Stock ETF
+0.82%
+$111,093.24 
FNDE Schwab Fundamental Emerging Markets Equity ETF
+0.82%
+$3,091.38 
FESM Fidelity Enhanced Small Cap ETF
+0.81%
+$2,007.5 
DVYE iShares Emerging Markets Dividend ETF
+0.81%
+$2,833.38 
IDEV iShares Core MSCI International Developed Markets ETF
+0.8%
+$12,016.75 
SCHA Schwab U.S. Small-Cap ETF
+0.8%
+$3,206.58 
BLK BlackRock, Inc.
+0.78%
+$12,470.9 
IWL iShares Russell Top 200 ETF
+0.77%
+$52,185.27 
AVDE Avantis International Equity Fund Institutional Class
+0.77%
+$18,086.06 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.75%
+$3,644.8 
SCHE Schwab Emerging Markets Equity ETF
+0.75%
+$824,052.58 
NSC Norfolk Southern Corp.
+0.74%
+$13,935.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.73%
+$8,755.67 
FNDC Schwab Fundamental International Small Equity ETF
+0.73%
+$3,272.4 
ESGU iShares ESG Aware MSCI USA ETF
+0.73%
+$2,256.45 
ACWI iShares MSCI ACWI ETF
+0.73%
+$1,555.2 
DFIC Dimensional International Core Equity 2 ETF
+0.72%
+$26,179.77 
STT State Street Corporation Common Stock
+0.72%
+$4,348.08 
EFA iShares MSCI EAFE ETF
+0.71%
+$11,642.4 
VOT Vanguard Mid-Cap Growth ETF
+0.71%
+$20,383.54 
VV Vanguard Morningstar Large-Cap ETF
+0.71%
+$62,950 
IEFA iShares Core MSCI EAFE ETF
+0.7%
+$121,484.4 
VIK Viking Holdings Ltd.
+0.7%
+$1,303.31 
BKIE BNY Mellon International Equity ETF
+0.69%
+$1,890.6 
DSI iShares ESG MSCI KLD 400 ETF
+0.69%
+$32,974.31 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.69%
+$44,208.88 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.69%
+$28,230.31 
KJAN Innovator U.S. Small Cap Power Buffer ETF - January
+0.69%
+$1,660.99 
EPP iShares MSCI Pacific ex Japan ETF
+0.69%
+$9,211.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.69%
+$6,760.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$60,547.36 
COF Capital One Financial Corp.
+0.68%
+$10,705.18 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.67%
+$1,853.6 
VTI Vanguard Total Stock Market ETF
+0.67%
+$130,191.19 
PM Philip Morris International Inc.
+0.67%
+$33,269.92 
SCHX Schwab U.S. Large-Cap ETF
+0.66%
+$8,437.4 
IVV iShares Core S&P 500 ETF
+0.66%
+$476,708.58 
VTHR Vanguard Russell 3000 ETF
+0.66%
+$24,048.32 
VOO Vanguard S&P 500 ETF
+0.66%
+$73,773.85 
BDEC Innovator U.S. Equity Buffer ETF - December
+0.66%
+$1,999.8 
SYF Synchrony Financial
+0.66%
+$1,704.71 
SPY State Street SPDR S&P 500 ETF Trust
+0.65%
+$49,884.83 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$23,633.34 
SMMD iShares Russell 2500 ETF
+0.65%
+$1,619.49 
SUSA iShares ESG Optimized MSCI USA ETF
+0.65%
+$25,602.36 
VONE Vanguard Russell 1000 ETF
+0.65%
+$3,697.34 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.64%
+$4,613.67 
IWB iShares Russell 1000 ETF
+0.64%
+$1,543.87 
NUSC Nuveen ESG Small-Cap ETF
+0.64%
+$10,455.68 
INTF iShares International Equity Factor ETF
+0.64%
+$2,193.67 
COLM Columbia Sportswear Company
+0.63%
+$1,672.06 
GATX GATX Corporation
+0.62%
+$1,346.8 
DIHP Dimensional International High Profitability ETF
+0.62%
+$4,422.18 
DE Deere & Company
+0.62%
+$10,609.73 
DISV Dimensional International Small Cap Value ETF
+0.61%
+$4,986.54 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.61%
+$18,252.5 
JNJ Johnson & Johnson
+0.6%
+$31,818.63 
LLY Eli Lilly and Company
+0.6%
+$84,951.32 
IAPR Innovator International Developed Power Buffer ETF - April
+0.6%
+$1,473 
XJR iShares ESG Select Screened S&P Small-Cap ETF
+0.6%
+$5,152.1 
AVUS Avantis U.S. Equity ETF
+0.57%
+$22,397.13 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.57%
+$4,893.48 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.56%
+$23,330.06 
IEUR iShares Core MSCI Europe ETF
+0.56%
+$1,458.37 
FAF First American Financial Corporation
+0.56%
+$1,110.45 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.55%
+$4,633.2 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.55%
+$7,054.4 
TILT FlexShares Morningstar U.S. Market Factor Tilt ETF
+0.55%
+$95,292.08 
AXON Axon Enterprise, Inc.
+0.55%
+$976.72 
IJAN Innovator International Developed Power Buffer ETF - January
+0.54%
+$2,051.43 
DFAS Dimensional U.S. Small Cap ETF
+0.53%
+$31,000.62 
IJR iShares Core S&P Small-Cap ETF
+0.53%
+$29,859.6 
VB Vanguard Small-Cap ETF
+0.53%
+$29,157.69 
DUHP Dimensional US High Profitability ETF
+0.52%
+$10,461.38 
HFWA Heritage Financial Corporation
+0.52%
+$1,963.35 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.51%
+$4,539.31 
JPM JPMorgan Chase & Co.
+0.5%
+$63,674.92 
EJAN Innovator Emerging Markets Power Buffer ETF - January
+0.5%
+$20,704.11 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.5%
+$2,782.43 
PFG Principal Financial Group Inc.
+0.49%
+$1,078.8 
UOCT Innovator U.S. Equity Ultra Buffer ETF - October
+0.49%
+$1,271.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.49%
+$59,388.78 
AMGN Amgen Inc. Common Stock
+0.48%
+$9,778.3 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.47%
+$1,157.97 
FNDF Schwab Fundamental International Equity ETF
+0.46%
+$1,519.73 
IJS iShares S&P Small-Cap 600 Value ETF
+0.45%
+$3,236.74 
EIX Edison International
+0.44%
+$1,647.56 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.44%
+$10,964.4 
TGT Target Corp.
+0.44%
+$1,943.5 
JNK State Street SPDR Bloomberg High Yield Bond ETF
+0.44%
+$6,181.92 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.43%
+$1,804.33 
UAUG Innovator U.S. Equity Ultra Buffer ETF - August
+0.43%
+$1,679.43 
ETR Entergy Corporation Common Stock
+0.42%
+$1,011.6 
VOYA Voya Financial Inc.
+0.42%
+$2,083.72 
ADNT Adient plc
+0.42%
+$4,128.95 
UDEC Innovator U.S. Equity Ultra Buffer ETF - December
+0.42%
+$2,046.78 
BNY Bank of New York Mellon Corp.
+0.41%
+$5,552.83 
IOCT Innovator International Developed Power Buffer ETF - October
+0.41%
+$33,612.37 
PJUL Innovator U.S. Equity Power Buffer ETF - July
+0.41%
+$2,844.78 
SPGI S&P Global Inc.
+0.4%
+$2,216.54 
VYMI Vanguard International High Dividend Yield ETF
+0.4%
+$3,214.89 
KOCT Innovator U.S. Small Cap Power Buffer ETF - October
+0.4%
+$24,562.8 
FITB Fifth Third Bancorp
+0.4%
+$1,676.03 
UJUN Innovator U.S. Equity Ultra Buffer ETF - June
+0.39%
+$3,773.87 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.39%
+$2,629.2 
SPHY SPDR Portfolio High Yield Bond ETF
+0.38%
+$102,815.74 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.38%
+$12,630.08 
SPHQ Invesco S&P 500 Quality ETF
+0.37%
+$1,822.8 
BUFF Innovator Laddered Allocation Buffer ETF
+0.37%
+$3,136.03 
BAC Bank of America Corporation
+0.37%
+$11,897.17 
SCHM Schwab U.S. Mid-Cap ETF
+0.36%
+$3,005 
MSFT Microsoft Corporation Common Stock
+0.35%
+$113,384.01 
EWC iShares MSCI Canada ETF
+0.34%
+$4,947.18 
NUHY Nuveen ESG High Yield Corporate Bond ETF
+0.34%
+$2,412.13 
ITW Illinois Tool Works Inc.
+0.34%
+$1,775.66 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.34%
+$50,816.97 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.33%
+$36,225.36 
UNP Union Pacific Corp.
+0.33%
+$3,473.12 
PSEP Innovator U.S. Equity Power Buffer ETF - September
+0.33%
+$34,696.13 
IJH iShares Core S&P Mid-Cap ETF
+0.33%
+$50,827.68 
UJAN Innovator U.S. Equity Ultra Buffer ETF - January
+0.32%
+$1,314.15 
ISEP Innovator International Developed Power Buffer ETF - September
+0.32%
+$25,879.59 
BKLN Invesco Senior Loan ETF
+0.32%
+$2,136.22 
BOKF BOK Financial Corporation
+0.32%
+$732.67 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.32%
+$74,342.35 
UTZ Utz Brands, Inc. Class A Common Stock
+0.32%
+$2,066.62 
CRH CRH plc Ordinary Shares
+0.31%
+$691.38 
PNC The PNC Financial Services Group, Inc.
+0.31%
+$690.69 
PLD Prologis, Inc.
+0.3%
+$1,980.44 
SRLN State Street Blackstone Senior Loan ETF
+0.3%
+$1,677.48 
PFF iShares Preferred and Income Securities ETF
+0.3%
+$2,324.32 
LYV Live Nation Entertainment, Inc.
+0.29%
+$739.5 
UNOV Innovator U.S. Equity Ultra Buffer ETF - November
+0.28%
+$2,786.67 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.28%
+$2,015.14 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.28%
+$11,950.11 
VWOB Vanguard Emerging Markets Government Bond ETF
+0.28%
+$1,073.1 
UJUL Innovator U.S. Equity Ultra Buffer ETF - July
+0.27%
+$608.74 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$9,055.48 
APO Apollo Global Management Inc.
+0.26%
+$582.6 
JEPI JPMorgan Equity Premium Income ETF
+0.25%
+$756.61 
UFEB Innovator U.S. Equity Ultra Buffer ETF - February
+0.25%
+$1,074.44 
APD Air Products and Chemicals Inc.
+0.25%
+$4,022.48 
UNH UnitedHealth Group Inc.
+0.25%
+$9,316.15 
DFSV Dimensional US Small Cap Value ETF
+0.24%
+$5,033.86 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.24%
+$922.07 
DFAT Dimensional U.S. Targeted Value ETF
+0.24%
+$2,152.26 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.24%
+$3,447.68 
GENC Gencor Industries, Inc.
+0.23%
+$1,239.88 
EW Edwards Lifesciences Corporation
+0.23%
+$497.12 
VCEB Vanguard ESG U.S. Corporate Bond ETF
+0.22%
+$23,969.52 
SSB SouthState Bank Corporation Common Stock
+0.22%
+$838.48 
IWR iShares Russell Mid-Cap ETF
+0.21%
+$13,773.11 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$5,287.98 
RECS Columbia Research Enhanced Core ETF
+0.21%
+$466.55 
BMOP BNY Mellon Municipal Opportunities ETF
+0.21%
+$12,328.95 
XJH iShares ESG Select Screened S&P Mid-Cap ETF
+0.21%
+$2,617.13 
AVUV Avantis U.S. Small Cap Value ETF
+0.2%
+$16,182.96 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.19%
+$661.11 
IMAR Innovator International Developed Power Buffer ETF - March
+0.19%
+$14,855.98 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.18%
+$18,465.9 
FTSL First Trust Senior Loan Fund
+0.18%
+$4,538.16 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.18%
+$666.52 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.18%
+$7,326.36 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.18%
+$1,178.87 
VBR Vanguard Small-Cap Value ETF
+0.17%
+$1,071.94 
MET MetLife, Inc.
+0.17%
+$1,490.72 
DRI Darden Restaurants, Inc.
+0.17%
+$659.88 
TAXF American Century Diversified Municipal Bond ETF
+0.15%
+$1,003.8 
UAPR Innovator U.S. Equity Ultra Buffer ETF - April
+0.15%
+$377.19 
IVE iShares S&P 500 Value ETF
+0.15%
+$1,542.45 
XMHQ Invesco S&P MidCap Quality ETF
+0.15%
+$520.88 
MARM FT Vest U.S. Equity Max Buffer ETF - March
+0.14%
+$362.1 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.14%
+$2,400.74 
AJAN Innovator Equity Defined Protection ETF - 2 Yr to January 2028
+0.14%
+$823.04 
VTEC Vanguard California Tax-Exempt Bond ETF
+0.13%
+$320.87 
DFCF Dimensional Core Fixed Income ETF
+0.12%
+$8,084.8 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.12%
+$1,108.48 
UBER Uber Technologies Inc.
+0.12%
+$415.28 
BKMI BNY Mellon Municipal Intermediate ETF
+0.12%
+$7,831.74 
SMMU PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
+0.11%
+$569.66 
CMF iShares California Muni Bond ETF
+0.11%
+$368.52 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.11%
+$323.67 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$3,028.48 
SRE Sempra
+0.1%
+$5,007.27 
JCPB JPMorgan Core Plus Bond ETF
+0.1%
+$277.33 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.1%
+$4,212.81 
IWD iShares Russell 1000 Value ETF
+0.1%
+$350.76 
BNDX Vanguard Total International Bond ETF
+0.1%
+$1,151.91 
VONV Vanguard Russell 1000 Value ETF
+0.09%
+$290,294.23 
PRF Invesco RAFI US 1000 ETF
+0.09%
+$334.45 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.09%
+$358.42 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.08%
+$2,354.36 
BIV Vanguard Intermediate-Term Bond ETF
+0.07%
+$479.32 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
+0.07%
+$7,662.77 
KDEC Innovator U.S. Small Cap Power Buffer ETF - December
+0.07%
+$4,348.83 
IAGG iShares Core International Aggregate Bond ETF
+0.07%
+$70,810.32 
FBND Fidelity Total Bond ETF
+0.07%
+$344.67 
VMC Vulcan Materials Co.
+0.07%
+$125.11 
INVX Innovex International Inc.
+0.07%
+$200 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$1,750.38 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$978.7 
MUB iShares National Muni Bond ETF
+0.06%
+$16,302.19 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$174.88 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$144.57 
D Dominion Energy, Inc.
+0.06%
+$1,217.06 
DTE DTE Energy Company
+0.06%
+$109.19 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
+0.06%
+$299.12 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$195.81 
OMCL Omnicell, Inc.
+0.05%
+$240.18 
AGG iShares Core U.S. Aggregate Bond ETF
+0.05%
+$176,650.25 
JMUB JPMorgan Municipal ETF
+0.05%
+$161.78 
BND Vanguard Total Bond Market ETF
+0.05%
+$21,046.62 
BKAG BNY Mellon Core Bond ETF
+0.05%
+$348.18 
MUNY Vanguard New York Tax-Exempt Bond ETF
+0.04%
+$188.2 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.04%
+$400.87 
VCRB Vanguard Core Bond ETF
+0.04%
+$164.06 
DDFO Innovator Equity Dual Directional 15 Buffer ETF - October
+0.04%
+$4,826.39 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$3,189.74 
LIN Linde plc
+0.04%
+$589.95 
RSP Invesco S&P 500 Equal Weight ETF
+0.04%
+$593.91 
TMUS T-Mobile US Inc.
+0.03%
+$567.81 
VTV Vanguard Morningstar Value ETF
+0.03%
+$1,218.9 
HYD VanEck High Yield Muni ETF
+0.03%
+$167.53 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$728.01 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,007.05 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$2,486.7 
NEE NextEra Energy Inc.
+0.02%
+$297.05 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.02%
+$131.87 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
+0.02%
+$79.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.02%
+$1,246.55 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.02%
+$57.97 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.02%
+$65.74 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1,047.42 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$58.63 
CFG Citizens Financial Group Inc.
+0.01%
+$96.16 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$111.01 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$219.91 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.01%
+$29.6 
CNHI CNH Industrial N.V.
0%
$0 
HBAN HubSpot Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
SPG Simon Property Group Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EGUS iShares ESG Aware MSCI USA Growth ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
0%
-$1.02 
SCMB Schwab Municipal Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury ETF
0%
$0 
CPSD Calamos S&P 500 Structured Alt Protection ETF - December
0%
+$2.29 
ZJAN Innovator Equity Defined Protection ETF - 1 Yr January
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ZNOV
ZNOV
0%
$0 BPRE
BPRE
0%
$0 GMEW
GMEWS
0%
$0 ZJUL
ZJUL
0%
$0 KAUG
KAUG
0%
$0 
DVLT Datavault AI Inc. Common Stock
-40.38%
-$7,986.98 
BA The Boeing Company
-9.59%
-$51,669.66 
UNF UniFirst Corporation
-8.28%
-$33,026.17 
VLO Valero Energy Corporation
-7.56%
-$103,861.18 
PSX Phillips 66
-6.5%
-$31,343.84 
MPC Marathon Petroleum Corp.
-6.12%
-$207,980.9 
WELL Welltower Inc.
-5.29%
-$12,131.69 
HCA HCA Healthcare, Inc.
-4.78%
-$20,158.51 
CTAS Cintas Corporation
-4.58%
-$90,210.51 
ACN Accenture plc
-3.98%
-$31,579.1 
CME CME Group Inc. Class A Common Stock
-3.68%
-$24,381.58 
HUBB Hubbell Inc.
-3.51%
-$9,251.08 
TWLO Twilio Inc. Class A Common Stock
-3.46%
-$10,104.95 
TBRG TruBridge, Inc.
-3.44%
-$6,403.65 
PAYX Paychex Inc.
-3.22%
-$36,650.98 
INTU Intuit Inc.
-2.93%
-$9,188.47 
ARDT Ardent Health, Inc.
-2.79%
-$163,351.98 
HLT Hilton Worldwide Holdings Inc.
-2.77%
-$10,265.15 
ADP Automatic Data Processing Inc.
-2.69%
-$10,363.29 
WM Waste Management Inc.
-2.65%
-$8,958.79 
ADBE Adobe Inc.
-2.46%
-$8,484.84 
RSG Republic Services Inc.
-2.46%
-$28,119.96 
LIF Life360, Inc.
-2.43%
-$5,313.15 
WEX WEX Inc.
-2.4%
-$7,242.31 
ADSK Autodesk Inc.
-2.22%
-$169,400.49 
SYK Stryker Corp.
-2.07%
-$14,268.45 
WMK Weis Markets, Inc.
-1.92%
-$4,227.13 
FAST Fastenal Co.
-1.9%
-$38,814.95 
LCII LCI Industries
-1.83%
-$3,853.61 
HWM Howmet Aerospace Inc.
-1.79%
-$19,619.85 
ALL The Allstate Corporation
-1.79%
-$7,695.88 
HIG The Hartford Insurance Group, Inc.
-1.77%
-$8,439.82 
AIG American International Group, Inc.
-1.76%
-$9,566.7 
CRM Salesforce, Inc.
-1.76%
-$30,629 
ORI Old Republic International Corp.
-1.74%
-$13,848.9 
ELV Elevance Health, Inc.
-1.74%
-$6,060.01 
XOM ExxonMobil Holdings Corporation
-1.73%
-$128,230.88 
PGR The Progressive Corporation
-1.71%
-$22,253.84 
COP ConocoPhillips
-1.69%
-$13,953.6 
AON Aon plc Class A
-1.68%
-$12,039.6 
SONY Sony Group Corp. Sponsored ADR
-1.67%
-$5,331.81 
NFLX Netflix Inc.
-1.64%
-$24,017.7 
OMC Omnicom Group Inc.
-1.64%
-$6,422.93 
TJX The TJX Companies, Inc.
-1.63%
-$39,574.08 
MAR Marriott International, Inc. Class A Common Stock
-1.6%
-$6,578 
ABT Abbott Laboratories
-1.59%
-$35,282.09 
EG Everest Group, Ltd.
-1.55%
-$19,560.59 
NOW ServiceNow Inc.
-1.51%
-$16,935.81 
ISRG Intuitive Surgical Inc.
-1.47%
-$20,371.52 
CVX Chevron Corporation
-1.44%
-$59,161.32 
CAH Cardinal Health, Inc.
-1.33%
-$17,282.6 
IBM International Business Machines Corporation
-1.25%
-$28,267.02 
AKRE Akre Focus ETF
-1.23%
-$5,921.8 
JBSS John B. Sanfilippo & Son, Inc.
-1.2%
-$4,997.7 
FANG Diamondback Energy Inc.
-1.17%
-$4,687.47 
CSW CSW Industrials Inc.
-1.17%
-$86,415.89 
HONA Honeywell Aerospace Inc.
-1.16%
-$6,356.98 
MCK McKesson Corporation
-1.16%
-$13,783.45 
SHOP Shopify Inc.
-1.16%
-$6,999.91 
GME GameStop Corp. Class A
-1.11%
-$3,985.6 
MSGS Madison Square Garden Sports Corp.
-1.09%
-$5,910.56 
UNM Unum Group
-1.05%
-$3,751.55 
FBNC First Bancorp
-1.05%
-$4,050.3 
EOG EOG Resources, Inc.
-1.05%
-$15,801.55 
ORLY O'Reilly Automotive Inc.
-1.04%
-$3,470.36 
MDT Medtronic plc
-1.03%
-$7,314.72 
COST Costco Wholesale Corp
-1%
-$48,479 
TRV The Travelers Companies, Inc.
-0.97%
-$3,678.25 
NPK National Presto Industries, Inc.
-0.97%
-$5,243.49 
CSRE Cohen & Steers Real Estate Active ETF
-0.96%
-$4,792.5 
ROST Ross Stores Inc.
-0.96%
-$2,938.5 
LMT Lockheed Martin Corporation
-0.95%
-$13,128.5 
GILD Gilead Sciences Inc.
-0.93%
-$12,624.36 
PEP PepsiCo, Inc.
-0.92%
-$17,993.79 
NOC Northrop Grumman Corporation
-0.89%
-$11,783.52 
WPC W. P. Carey Inc.
-0.87%
-$2,012.64 
LHX L3Harris Technologies, Inc.
-0.86%
-$11,439.73 
KMB Kimberly-Clark Corporation
-0.86%
-$2,174.22 
NKE Nike, Inc. Class B Common Stock
-0.86%
-$5,221.12 
MMSI Merit Medical Systems, Inc.
-0.84%
-$5,202.48 
MSA MSA Safety Incorporated
-0.83%
-$3,072.87 
AMT American Tower Corporation
-0.81%
-$3,435.33 
WMT Walmart Inc.
-0.81%
-$40,178.37 
BX Blackstone Inc.
-0.78%
-$3,662.33 
EWU iShares MSCI United Kingdom ETF
-0.78%
-$11,254.29 
HEI.A Heico Corporation
-0.77%
-$3,079.8 
BCPC Balchem Corporation
-0.77%
-$4,566.66 
CL Colgate-Palmolive Co.
-0.76%
-$2,246.12 
GIS General Mills Inc.
-0.76%
-$2,067.8 
BKNG Booking Holdings Inc.
-0.75%
-$2,375.9 
META Meta Platforms Inc Class A
-0.74%
-$71,342.55 
MDLZ Mondelēz International, Inc. Class A Common Stock
-0.71%
-$4,324.95 
V Visa Inc. Class A
-0.69%
-$41,452.29 
PRU Prudential Financial, Inc.
-0.67%
-$1,747.2 
CB Chubb Limited
-0.67%
-$7,732.62 
BRK-B Berkshire Hathaway Inc.
-0.64%
-$43,759.17 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.63%
-$41,840.01 
PG The Procter & Gamble Company
-0.62%
-$91,613.63 
NET Cloudflare, Inc. Class A Common Stock
-0.6%
-$2,185.01 
MCD McDonald's Corporation
-0.58%
-$22,599.34 
WTS Watts Water Technologies, Inc. Class A Common Stock
-0.58%
-$1,275.44 
VNQ Vanguard Real Estate ETF
-0.58%
-$5,599.8 
ED Consolidated Edison Inc.
-0.58%
-$1,696.41 
MMM 3M Company
-0.58%
-$5,456.53 
CCI Crown Castle Inc.
-0.56%
-$2,649.43 
CVS CVS Health Corporation Common Stock
-0.56%
-$4,939.36 
DIS The Walt Disney Company
-0.56%
-$9,406.42 
CMCSA Comcast Corp. Class A Common Stock
-0.54%
-$2,254.54 
SJM The J. M. Smucker Company
-0.53%
-$4,013.36 
GCOW Pacer Global Cash Cows Dividend ETF
-0.52%
-$2,239.3 
SO The Southern Company
-0.52%
-$2,310.72 
AZN AstraZeneca PLC American Depositary Shares
-0.51%
-$1,719.52 
TTD The Trade Desk, Inc. Class A Common Stock
-0.51%
-$2,995.53 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.5%
-$5,459.16 
FNF Fidelity National Financial, Inc.
-0.5%
-$1,817.2 
BIIB Biogen Inc.
-0.49%
-$1,572.69 
HDV iShares Core High Dividend ETF
-0.49%
-$1,368.45 
EXC Exelon Corp.
-0.48%
-$2,616.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.48%
-$12,906.23 
DFAR Dimensional US Real Estate ETF
-0.47%
-$9,222.6 
MOAT VanEck Morningstar Wide Moat ETF
-0.47%
-$8,479.47 
AIZ Assurant Inc.
-0.47%
-$1,364.84 
MO Altria Group, Inc.
-0.47%
-$6,290.39 
FE FirstEnergy Corp.
-0.47%
-$1,433.84 
MA Mastercard Inc. Class A Common Stock
-0.46%
-$13,652.02 
CENTA Central Garden & Pet Company Class A
-0.46%
-$1,042.2 
FTCS First Trust Capital Strength ETF
-0.46%
-$1,978.46 
TTWO Take-Two Interactive Software, Inc.
-0.45%
-$1,644.06 
KO The Coca-Cola Company
-0.45%
-$11,194.21 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-0.43%
-$3,302.63 
CWBC Community West Bancshares Common Stock
-0.42%
-$5,596.91 
USFD US Foods Holding Corp.
-0.41%
-$1,641.78 
SCHW The Charles Schwab Corporation
-0.41%
-$7,867.31 
UMI USCF Midstream Energy Income Fund
-0.41%
-$1,519 
BG Bunge Global SA
-0.39%
-$851.6 
SPLV Invesco S&P 500 Low Volatility ETF
-0.38%
-$4,586.35 
HSIC Henry Schein, Inc.
-0.38%
-$976.64 
TXT Textron Inc.
-0.37%
-$1,386.2 
CDL VictoryShares US Large Cap High Div Volatility Wtd ETF
-0.36%
-$1,520.51 
AUB Atlantic Union Bankshares Corporation
-0.34%
-$1,084.32 
GLW Corning Incorporated
-0.34%
-$5,855.74 
RHP Ryman Hospitality Properties, Inc.
-0.34%
-$1,185.92 
XEL Xcel Energy Inc.
-0.33%
-$1,521.52 
HUM Humana Inc.
-0.33%
-$1,904.3 
PNFP Pinnacle Financial Partners Inc.
-0.32%
-$664.3 
RWO SPDR Dow Jones Global Real Estate ETF
-0.32%
-$1,399.36 
AXP American Express Company
-0.32%
-$4,488 
ABCB Ameris Bancorp
-0.31%
-$1,708.46 
CW Curtiss-Wright Corporation
-0.31%
-$446.93 
VMD Viemed Healthcare, Inc.
-0.31%
-$796.15 
QSR Restaurant Brands International Inc.
-0.29%
-$1,779.14 
AEP American Electric Power Company, Inc.
-0.29%
-$1,623.56 
REET iShares Global REIT ETF
-0.28%
-$243,147.45 
USMV iShares MSCI USA Min Vol Factor ETF
-0.28%
-$21,143.83 
LOW Lowe's Companies, Inc.
-0.28%
-$3,791.7 
LYG Lloyds Banking Group plc ADR
-0.28%
-$182.16 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.27%
-$5,168.8 
ULS UL Solutions Inc. Class A Common Stock
-0.27%
-$545.8 
SBUX Starbucks Corp.
-0.26%
-$3,285.09 
PH Parker-Hannifin Corporation
-0.25%
-$1,797.64 
BMY Bristol-Myers Squibb Company
-0.25%
-$1,430.96 
AMP Ameriprise Financial Inc.
-0.25%
-$1,196.83 
DUK Duke Energy Corporation
-0.24%
-$1,696.41 
SMOT VanEck Morningstar SMID Moat ETF
-0.23%
-$590.49 
DHR Danaher Corp.
-0.22%
-$1,961.44 
ES Eversource Energy
-0.21%
-$552.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.21%
-$943.12 
RTX RTX Corporation
-0.21%
-$4,003.44 
CENT Central Garden & Pet Company
-0.21%
-$581.5 
PB Prosperity Bancshares, Inc.
-0.21%
-$417.6 
EDV Vanguard Extended Duration Treasury ETF
-0.19%
-$1,211.64 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.19%
-$3,646.53 
XLF State Street Financial Select Sector SPDR ETF
-0.19%
-$497.28 
TFC Truist Financial Corporation
-0.18%
-$979.92 
WEC WEC Energy Group Inc.
-0.17%
-$544.16 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.15%
-$305.11 
ABBV AbbVie Inc.
-0.14%
-$6,597.69 
WFC Wells Fargo & Company
-0.14%
-$912.18 
GD General Dynamics Corp.
-0.14%
-$518.43 
NFG National Fuel Gas Company
-0.12%
-$308.08 
HD The Home Depot, Inc.
-0.11%
-$6,554.1 
RF Regions Financial Corp.
-0.1%
-$525.18 
PFE Pfizer Inc.
-0.1%
-$1,550.61 
USB U.S. Bancorp
-0.1%
-$634.92 
XLV State Street Health Care Select Sector SPDR ETF
-0.09%
-$207.04 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.06%
-$344.12 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.04%
-$320 
SYY Sysco Corp.
-0.04%
-$125.41 
BKFI BNY Mellon Active Core Bond ETF
-0.04%
-$563.38 
ONB Old National Bancorp
-0.04%
-$95.43 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$76.82 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$54.78 
BKMS BNY Mellon Municipal Short Duration ETF
-0.02%
-$1,385.16 
SCHV Schwab U.S. Large-Cap Value ETF
-0.01%
-$68.92 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$40.29 
EVUS iShares ESG Aware MSCI USA Value ETF
-0.01%
-$338.76 
IWS iShares Russell Mid-Cap Value ETF
-0.01%
-$189.1 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$135.58 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
-0.01%
-$158.79 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.01%
-$556.65 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$84.12 
TIP iShares TIPS Bond ETF
-0.01%
-$16.73 Events
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Dividends
Dividend Analysis
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| Trades 9453 | Longs Won 5789/9453 61% | Profit Factor 7.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $173,276.24 | Best Trade (Oct 27) $53.54M | Sharpe Ratio -25.48 |
| Average Loss -$35,699.69 | Worst Trade (Sep 29) -$16.28M | Z-Score -0.65 (48.64%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $92,276.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 176,758 | $33.99M | $61.39M | - | $27.4M | 80.63% | +0.992% |
| ABBV AbbVie Inc. | 16,291 | $3.67M | $4.66M | - | $996,297.46 | 27.16% | -0.141% |
| ABCB Ameris Bancorp | 6,571 | $308,413.27 | $541,647.53 | - | $233,234.26 | 75.62% | -0.314% |
| ABT Abbott Laboratories | 21,127 | $2.62M | $2.18M | - | -$436,157.52 | -16.67% | -1.592% |
| ACN Accenture plc | 3,206 | $939,383.58 | $761,040.28 | - | -$178,343.3 | -18.99% | -3.984% |
| ACWI iShares MSCI ACWI ETF | 1,354 | $212,583 | $214,904.98 | - | $2,321.98 | 1.09% | +0.729% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 9,110 | $524,091.62 | $676,326.4 | - | $152,234.78 | 29.05% | +0.966% |
| ADBE Adobe Inc. | 1,332 | $658,007.22 | $335,997 | - | -$322,010.22 | -48.94% | -2.463% |
| ADI Analog Devices, Inc. | 5,044 | $1.01M | $2.11M | - | $1.1M | 108.32% | +2.567% |
| ADNT Adient plc | 58,985 | $1.7M | $992,127.7 | - | -$709,723.26 | -41.7% | +0.418% |
| ADP Automatic Data Processing Inc. | 1,281 | $323,403.95 | $375,371.43 | - | $51,967.48 | 16.07% | -2.687% |
| ADSK Autodesk Inc. | 30,633 | $5.75M | $7.47M | - | $1.72M | 29.91% | -2.217% |
| AEP American Electric Power Company, Inc. | 4,388 | $404,069.98 | $565,393.8 | - | $161,323.82 | 39.92% | -0.286% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3.53M | $355M | $339.52M | - | -$15.48M | -4.36% | +0.052% |
| AIG American International Group, Inc. | 6,690 | $524,318.43 | $533,193 | - | $8,874.57 | 1.69% | -1.763% |
| AIZ Assurant Inc. | 1,011 | $219,101.8 | $288,943.8 | - | $69,842 | 31.88% | -0.47% |
| AJAN Innovator Equity Defined Protection ETF - 2 Yr to January 2028 | 20,576 | $536,822 | $591,560 | - | $54,738 | 10.2% | +0.139% |
| AKRE Akre Focus ETF | 8,168 | $535,086.03 | $477,460.44 | - | -$57,625.59 | -10.77% | -1.225% |
| ALL The Allstate Corporation | 1,684 | $329,653.44 | $423,323.92 | - | $93,670.48 | 28.41% | -1.786% |
| AMAT Applied Materials Inc. | 3,739 | $635,024.22 | $1.48M | - | $845,769.34 | 133.19% | +2.18% |
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FAQ
Which stocks have generated the highest profits for Michael Byun?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Russell 1000 Growth ETF - $69.23M, Vanguard Russell 1000 Value ETF - $46.04M, iShares Core U.S. Aggregate Bond ETF - $33.52M, Vanguard Extended Market ETF - $25.88M, and Schwab International Equity ETF - $24.59M. 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: iShares MSCI EAFE Growth ETF - $13.75M, Veeva Systems Inc - $8.15M, The Boeing Company - $2.52M, Viasat Inc - $1.77M, and Ardent Health, Inc - $1.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Byun's portfolio generate?
The portfolio generates substantial dividend income, with a total of $187.52M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $33.22M, Vanguard Russell 1000 Value ETF - $12.24M, Schwab International Equity ETF - $11.6M, Schwab Emerging Markets Equity ETF - $8.22M, and iShares Core International Aggregate Bond ETF - $6.69M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Byun's monthly returns?
Michael Byun'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 Michael Byun's strategy be considered aggressive or moderate?
Michael Byun'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 Michael Byun's strategy?
Michael Byun's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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