MB
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:
25.51%
Gain +1.44%
Monthly
0.69%
Yearly
8.6%
Drawdown
13.63%
$3.12B
Equity
Holdings
$3.12B
Investment
$2.6B
$844.6M
Profit +$48.74M
Realized
$323.13M
Unrealized
$521.47M
Dividends
$167.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.44%
Profit
$48.74M
Win %
72%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$24.2M
Win %
72%
This Month
Compared to last month
Gain
-0.93%
Profit
-$29.28M
Win %
72%
This Year
Compared to last year
Gain
6.91%
Profit
$201.89M
Win %
72%
CPNG Coupang Inc.
+13.49%
+$19,688.04 
KLAC KLA Corporation
+13.16%
+$73,661.33 
LRCX Lam Research Corporation
+12.79%
+$252,743.3 
AMAT Applied Materials, Inc.
+11.35%
+$220,359.11 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.1%
+$52,986.96 
KOPN Kopin Corporation
+11.09%
+$10,200 
MU Micron Technology, Inc.
+11%
+$513,867.32 
MRVL Marvell Technology, Inc.
+10.81%
+$98,370.62 
IREN IREN Limited
+10.56%
+$101,015.36 
IP International Paper Company
+10.42%
+$41,187.92 
GLDG Goldmining Inc.
+10.36%
+$7,168.5 
INTC Intel Corporation
+9.53%
+$220,880.98 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$76,091.43 
MPWR Monolithic Power Systems, Inc.
+8.14%
+$38,475.06 
AMD Advanced Micro Devices, Inc.
+8.13%
+$340,968.3 
HOOD Robinhood Markets, Inc.
+7.32%
+$13,170.88 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.3%
+$347,731.58 
FLS Flowserve Corporation
+7.21%
+$38,072.47 
RCL Royal Caribbean Group
+7.08%
+$40,123.72 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$31,172.69 
GHM Graham Corporation
+6.79%
+$26,080 
HON Honeywell International Inc.
+6.46%
+$86,507.73 
QCOM QUALCOMM Incorporated
+6.44%
+$51,738.93 
FCX Freeport-McMoRan Inc.
+6.43%
+$30,140.44 
STX Seagate Technology Holdings plc
+6.25%
+$132,546.96 
NXPI NXP Semiconductors N.V.
+6.03%
+$23,622.33 
HOG Harley-Davidson Inc.
+5.96%
+$11,704.02 
PANW Palo Alto Networks, Inc.
+5.88%
+$152,483.56 
FDX FedEx Corporation
+5.83%
+$31,043.4 
BA Boeing Company
+5.76%
+$53,449.29 
SLV iShares Silver Trust
+5.72%
+$16,635.3 
HWM Howmet Aerospace Inc.
+5.62%
+$86,441.64 
TXN Texas Instruments Inc
+5.56%
+$383,438.72 
GROY Gold Royalty Corp
+5.56%
+$3,780 
DEHP Dimensional Emerging Markets High Profitability ETF
+5.55%
+$18,611.58 
HEI-A HEICO Corporation
+5.55%
+$24,527.98 
GD General Dynamics Corporation
+5.39%
+$20,611.13 
UFOX Defiance Connective Technologies ETF
+5.37%
+$63,734.3 
AMGN Amgen Inc.
+5.31%
+$106,701.37 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.3%
+$292,072.64 
GLW Corning Incorporated
+5.25%
+$216,476.28 
VST Vistra Corp
+5.2%
+$10,656 
NEM Newmont Corporation
+5.18%
+$26,979.29 
UPS United Parcel Service, Inc.
+5.11%
+$58,729.44 
ADI Analog Devices, Inc.
+4.95%
+$87,544.4 
ETN Eaton Corporation plc
+4.91%
+$92,882.33 
CRH CRH plc
+4.89%
+$13,413.27 
GEV GE Vernova Inc.
+4.87%
+$116,950.61 
SOFI SoFi Technologies, Inc.
+4.82%
+$9,870.03 
LYG Lloyds Banking Group Plc ADR
+4.65%
+$2,786.88 
AMCR Amcor plc
+4.65%
+$122,954.96 
PWR Quanta Services Inc.
+4.64%
+$271,076.19 
COIN Coinbase Global, Inc.
+4.62%
+$7,501.05 
CAT Caterpillar Inc.
+4.61%
+$79,018.41 
DHI D.R. Horton, Inc.
+4.57%
+$19,693.85 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$166,190.76 
DFEV Dimensional Emerging Markets Value ETF
+4.55%
+$14,848.38 
CECO CECO Environmental Corp.
+4.5%
+$100,010.85 
TSLA Tesla, Inc.
+4.48%
+$259,802.18 
RIO Rio Tinto Plc Sponsored ADR
+4.46%
+$15,434.64 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$321,045.1 
LMT Lockheed Martin Corporation
+4.41%
+$76,242.65 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$14,761.84 
NKE Nike, Inc. - Class B
+4.38%
+$25,858.53 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.38%
+$54,991.3 
EME EMCOR Group, Inc.
+4.36%
+$11,437.92 
CR Crane NXT Co.
+4.34%
+$29,078.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.33%
+$64,189.44 
ARDT Ardent Health Partners Inc.
+4.29%
+$316,265.2 
FTNT Fortinet Inc.
+4.27%
+$18,857.4 
GE General Electric Company
+4.25%
+$188,351.27 
NPO EnPro Industries Inc.
+4.24%
+$31,117.29 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+4.17%
+$31,797.25 
OMF OneMain Holdings Inc.
+3.96%
+$12,586.32 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+3.92%
+$13,151.16 
EMXF iShares ESG Aware MSCI EM ETF
+3.89%
+$44,025.61 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$47,768.82 
NVS Novartis AG Sponsored ADR
+3.88%
+$140,662.25 
EVR Evercore Inc.
+3.87%
+$13,709.6 
SYF Synchrony Financial
+3.87%
+$12,699.49 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$34,283.8 
GILD Gilead Sciences Inc.
+3.77%
+$109,645.2 
GPC Genuine Parts Company
+3.75%
+$9,170.99 
SBUX Starbucks Corporation
+3.72%
+$44,721.07 
RTX RTX Corporation
+3.69%
+$100,208.45 
SCHF Schwab International Equity ETF
+3.65%
+$7.01M 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.65%
+$47,111.01 
AVGO Broadcom Inc.
+3.64%
+$403,139.3 
CMI Cummins Inc.
+3.62%
+$58,832.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$185,216.16 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.62%
+$26,488.89 
VLUE iShares MSCI USA Value Factor ETF
+3.61%
+$81,376.64 
TKO Tko Group Holdings Inc.
+3.57%
+$8,711.34 
TIGO Millicom International Cellular S.A.
+3.54%
+$28,519 
EL The Estée Lauder Companies Inc. Class A
+3.54%
+$11,098.5 
EMR Emerson Electric Co.
+3.49%
+$64,420.46 
DRI Darden Restaurants, Inc.
+3.47%
+$13,865.84 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$13,393.8 
IGM iShares Expanded Tech Sector ETF
+3.43%
+$16,558.45 
TGT Target Corporation
+3.42%
+$14,195.58 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.42%
+$22,340.74 
VSGX Vanguard ESG International Stock ETF
+3.41%
+$324,970.83 
C Citigroup Inc.
+3.4%
+$51,715.14 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$15,651.63 
IXUS iShares Core International Stock ETF
+3.38%
+$105,306.18 
SON Sonoco Products Co.
+3.37%
+$7,759.95 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$174,194.14 
FETH Fidelity Ethereum Fund
+3.33%
+$2,751.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$239,215.7 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$3.04M 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.31%
+$121,098.57 
DD DuPont de Nemours Inc.
+3.3%
+$10,732.62 
VGT Vanguard Information Technology ETF
+3.29%
+$13,520.16 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+3.27%
+$8,634.56 
VBK Vanguard Small-Cap Growth ETF
+3.24%
+$9,532.94 
ETHE Grayscale Ethereum Trust ETF
+3.23%
+$3,238.07 
GLD SPDR Gold Shares
+3.21%
+$47,095.65 
IAU iShares Gold Trust
+3.2%
+$18,868.2 
COLM Columbia Sportswear Company
+3.2%
+$9,633.23 
VTRS Viatris Inc.
+3.2%
+$9,102.62 
EFA iShares MSCI EAFE ETF
+3.15%
+$63,962.18 
DIHP Dimensional International High Profitability Portfolio
+3.15%
+$25,562.55 
IEUR iShares Core MSCI Europe ETF
+3.13%
+$7,451.98 
ARKK ARK Innovation ETF Fund
+3.11%
+$6,380.97 
ADNT Adient plc
+3.11%
+$34,274.47 
GS The Goldman Sachs Group, Inc.
+3.07%
+$68,102.68 
SMMD iShares Russell 2500 ETF
+3.06%
+$13,413.84 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$12,134.8 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$508,702.48 
FESM Fidelity Enhanced Small Cap ETF
+2.99%
+$7,315 
VTWO Vanguard Russell 2000 ETF
+2.97%
+$38,954.5 
LHX L3Harris Technologies, Inc.
+2.95%
+$45,492.85 
AVDE Avantis International Equity ETF
+2.93%
+$47,275.92 
IWM iShares Russell 2000 ETF
+2.92%
+$76,898.36 
PH Parker-Hannifin Corporation
+2.92%
+$51,563.85 
SCHM Schwab U.S. Mid-Cap ETF
+2.9%
+$21,007.51 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+2.9%
+$83,031.12 
TEL TE Connectivity plc
+2.89%
+$37,297.32 
VXF Vanguard Extended Market ETF
+2.88%
+$4.12M 
GBTC Grayscale Bitcoin Trust ETF
+2.87%
+$5,246.76 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.84%
+$407,405.81 
IBIT iShares Bitcoin Trust
+2.81%
+$4,453.18 
DEM WisdomTree Emerging Markets High Dividend Fund
+2.8%
+$12,869.73 
ANET Arista Networks, Inc.
+2.8%
+$16,762.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.79%
+$28,041.75 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$14,432.02 
FNDC Schwab Fundamental International Small Company Index ETF
+2.76%
+$13,288.03 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+2.75%
+$113,997.63 
VMC Vulcan Materials Company
+2.74%
+$5,587.56 
INTF iShares International Equity Factor ETF
+2.74%
+$9,130.86 
TXT Textron Inc.
+2.74%
+$25,552.5 
MAR Marriott International Inc. - Class A
+2.73%
+$20,407.14 
RHP Ryman Hospitality Properties, Inc.
+2.69%
+$12,393.15 
NTRS Northern Trust Corporation
+2.67%
+$11,899.2 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$111,341.72 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$89,345.6 
OMC Omnicom Group Inc.
+2.63%
+$6,181.21 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$28,705.5 
MS Morgan Stanley
+2.62%
+$16,834.52 
TT Trane Technologies plc
+2.61%
+$111,000.57 
XJR iShares ESG Screened S&P Small-Cap ETF
+2.6%
+$21,484.54 
BMY Bristol-Myers Squibb Company
+2.55%
+$14,197.16 
TV Grupo Televisa S.A.B. Sponsored ADR
+2.51%
+$700 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+2.49%
+$166,135.19 
NUSC Nuveen ESG Small-Cap ETF
+2.48%
+$50,057.9 
VB Vanguard Small-Cap ETF
+2.48%
+$166,204.87 
TNC Tennant Company
+2.44%
+$5,438.18 
WTS Watts Water Technologies Inc.
+2.43%
+$20,025.39 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.43%
+$8,069.8 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$317,662.17 
PFE Pfizer Inc.
+2.42%
+$36,516.14 
NVDA NVIDIA Corporation
+2.42%
+$783,493.25 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.41%
+$8,991.36 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.4%
+$37,432.01 
EGUS iShares ESG Aware MSCI USA ETF
+2.4%
+$56,211.88 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$36,075.1 
COF Capital One Financial Corporation
+2.38%
+$39,516.08 
CSX CSX Corporation
+2.37%
+$16,992.8 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.36%
+$41,891.74 
HD The Home Depot, Inc.
+2.36%
+$193,376.54 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$126,706.35 
SCHE Schwab Emerging Markets Equity ETF
+2.35%
+$3.06M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$33,731.18 
APH Amphenol Corporation
+2.34%
+$7,070.39 
CSCO Cisco Systems, Inc.
+2.34%
+$328,737.78 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$8,018.67 
ACWI iShares MSCI ACWI ETF
+2.32%
+$11,623.08 
LLY Eli Lilly and Company
+2.31%
+$319,071.6 
CAH Cardinal Health Inc.
+2.31%
+$27,715 
VOOG Vanguard S&P 500 Growth ETF
+2.3%
+$9,292.91 
CFG Citizens Financial Group, Inc.
+2.29%
+$18,981.11 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$7,759.53 
DASH DoorDash, Inc.
+2.27%
+$5,171.04 
IUSG iShares Core S&P U.S. Growth ETF
+2.25%
+$6,329.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$25,869.06 
MLI Mueller Industries Inc.
+2.23%
+$26,396.6 
LOW Lowe's Companies Inc.
+2.22%
+$34,425.73 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$120,679.44 
DISV Dimensional International Small Cap Equity Fund
+2.18%
+$20,187.62 
CVS CVS Health Corporation
+2.16%
+$33,235.29 
HWKN Hawkins Inc.
+2.15%
+$7,637.85 
WBD Warner Bros. Discovery, Inc.
+2.12%
+$5,636.02 
BCPC Balchem Corporation
+2.11%
+$13,445.63 
HBAN Huntington Bancshares Incorporated
+2.11%
+$44,462.68 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$10,566.08 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+2.07%
+$71,653.98 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.06%
+$15,068.15 
IWS iShares Russell Mid-Cap Value ETF
+2.03%
+$33,481.56 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$13,306.72 
AVUS Avantis U.S. Equity ETF
+1.99%
+$73,994.34 
IWD iShares Russell 1000 Value ETF
+1.99%
+$7,364.57 
AVLV Avantis U.S. Large Cap Value ETF
+1.98%
+$20,486.35 
SHOP Shopify Inc.
+1.98%
+$15,919.46 
ESGV Vanguard ESG U.S. Stock ETF
+1.97%
+$247,406.04 
DIS The Walt Disney Company
+1.95%
+$45,963.22 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.95%
+$13,658.14 
VONV Vanguard Russell 1000 Value Index Fund
+1.95%
+$5.55M 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.95%
+$34,747.8 
EDV Vanguard Extended Duration Treasury ETF
+1.94%
+$12,502.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.94%
+$37,326.52 
NUMG Nuveen ESG Mid-Cap Growth ETF
+1.93%
+$10,483.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$20,906.35 
BBY Best Buy Co., Inc.
+1.93%
+$4,711.42 
NOC Northrop Grumman Corporation
+1.92%
+$33,259.17 
HSIC Henry Schein, Inc.
+1.91%
+$5,804.78 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$63,286.12 
TFC Truist Financial Corporation
+1.89%
+$45,470.62 
AME Ametek Inc.
+1.87%
+$4,784.95 
BKNG Booking Holdings Inc.
+1.87%
+$9,375 
ASTE Astec Industries Inc.
+1.86%
+$11,343.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$370,729.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$239,124.08 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+1.85%
+$327,457.9 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.83%
+$190,080.77 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$26,029.81 
VO Vanguard Mid-Cap ETF
+1.81%
+$36,310.82 
CEG Constellation Energy Corporation
+1.81%
+$23,008.12 
DUHP Dimensional US High Profitability ETF
+1.8%
+$38,493.87 
IJS iShares S&P Small-Cap 600 Value ETF
+1.79%
+$9,473.08 
MSA Msa Safety Inc.
+1.79%
+$6,157.2 
PRF Invesco FTSE RAFI US 1000 ETF
+1.78%
+$15,216.72 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$103,641.69 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$201,098.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$10,872 
VUG Vanguard Growth ETF
+1.76%
+$89,031 
VOO Vanguard S&P 500 ETF
+1.76%
+$346,055.8 
VOYA Voya Financial Inc.
+1.75%
+$9,785.88 
IVV iShares Core S&P 500 ETF
+1.75%
+$556,187.3 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$92,334.87 
SUSA iShares MSCI USA ESG Select ETF
+1.73%
+$78,274.85 
ESGU iShares ESG Aware MSCI USA ETF
+1.73%
+$6,156.78 
IWB iShares Russell 1000 ETF
+1.72%
+$5,165 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.71%
+$13,891.15 
SMOT VanEck Morningstar SMID Moat ETF
+1.71%
+$4,231.85 
ITW Illinois Tool Works Inc.
+1.7%
+$10,334.76 
AXP American Express Company
+1.7%
+$38,002.9 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.7%
+$21,060.7 
VTV Vanguard Value ETF
+1.7%
+$73,169.24 
IJUN Innovator International Developed Power Buffer ETF - June
+1.69%
+$106,126.57 
AUB Atlantic Union Bankshares Corporation
+1.68%
+$5,690.1 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+1.67%
+$7,111.44 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$27,075.4 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$25,613.28 
BATRK Atlanta Braves Holdings, Inc.
+1.64%
+$5,092.05 
VONE Vanguard Russell 1000 ETF
+1.63%
+$8,903.44 
IWL iShares Russell Top 200 ETF
+1.63%
+$111,123.18 
VONG Vanguard Russell 1000 Growth Fund
+1.63%
+$4.22M 
GM General Motors Company
+1.62%
+$7,285.92 
MRK Merck & Co., Inc.
+1.62%
+$88,421.94 
DSI iShares MSCI KLD 400 Social ETF
+1.62%
+$90,939.91 
MET MetLife Inc.
+1.61%
+$14,839.64 
MSGS Madison Square Garden Sports Corp.
+1.61%
+$9,656.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.61%
+$26,226.52 
SDIV Global X SuperDividend ETF
+1.59%
+$3,412.11 
IMAR Innovator International Developed Power Buffer ETF - March
+1.59%
+$9,285.77 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$21,326.56 
XYL Xylem Inc.
+1.59%
+$4,904.5 
NPK National Presto Industries Inc.
+1.57%
+$8,422.47 
TTC The Toro Company
+1.56%
+$4,361.93 
SNY Sanofi American Depositary Receipt
+1.56%
+$20,774 
ENR Energizer Holdings Inc.
+1.55%
+$2,700 
MELI MercadoLibre, Inc.
+1.54%
+$2,330.35 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+1.54%
+$6,839.43 
BX Blackstone Inc.
+1.54%
+$14,430.27 
IAPR Innovator International Developed Power Buffer ETF
+1.54%
+$3,690.6 
IOCT Innovator International Developed Power Buffer ETF – October
+1.53%
+$95,757.45 
IJAN Innovator International Developed Power Buffer ETF - January
+1.53%
+$5,721.09 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$39,242.7 
MODD Modular Medical Inc.
+1.5%
+$26.31 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$32,048.5 
IWY iShares Russell Top 200 Growth ETF
+1.44%
+$28,320.12 
DE Deere & Company
+1.42%
+$32,091.03 
ISEP Innovator International Developed Power Buffer ETF – September
+1.41%
+$87,791.57 
GDV Gabelli Dividend & Income Trust
+1.4%
+$3,836.4 
USB U.S. Bancorp
+1.4%
+$50,250.36 
SYY Sysco Corporation
+1.39%
+$3,483.64 
AMZN Amazon.com Inc
+1.37%
+$240,178.25 
GGG Graco Inc.
+1.36%
+$6,829 
JPM JPMorgan Chase & Co.
+1.35%
+$182,997.96 
STT State Street Corp
+1.33%
+$14,318.64 
FITB Fifth Third Bancorp
+1.33%
+$10,717.7 
MFC Manulife Financial Corporation
+1.32%
+$26,411.32 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$53,347.22 
HUM Humana Inc.
+1.29%
+$7,948.48 
LIN Linde plc
+1.29%
+$27,254.55 
NBOS Neuberger Berman Option Strategy ETF
+1.28%
+$3,990.7 
ABNB Airbnb, Inc.
+1.26%
+$6,622.65 
IBM International Business Machines Corporation
+1.26%
+$38,452.43 
UTG Reaves Utility Income Fund
+1.26%
+$4,092.5 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$63,265.18 
PLD Prologis Inc.
+1.25%
+$7,620.12 
VOE Vanguard Mid-Cap Value ETF
+1.25%
+$23,814 
NUMV Nuveen ESG Mid-Cap Value ETF
+1.25%
+$7,716.9 
PRU Prudential Financial, Inc.
+1.24%
+$20,716.8 
USFD US Foods Holding Corp
+1.23%
+$4,795.2 
CENT Central Garden & Pet Company
+1.22%
+$3,539.73 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.2%
+$17,376.81 
ONB Old National Bancorp
+1.19%
+$2,859.11 
AAPL Apple Inc.
+1.16%
+$680,256.36 
CINF Cincinnati Financial Corporation
+1.16%
+$15,523.07 
EIX Edison International
+1.15%
+$5,359.52 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$14,578.83 
UNF UniFirst Corp.
+1.12%
+$4,919.65 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+1.1%
+$36,332.07 
BJUN Innovator U.S. Equity Buffer ETF - June
+1.09%
+$2,631.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$9,192.92 
GCOW Pacer Global Cash Cows Dividend ETF
+1.08%
+$6,307.91 
BDEC Innovator U.S. Equity Buffer ETF
+1.07%
+$3,104.13 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+1.07%
+$3,231.01 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+1.06%
+$21,081.75 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$4,048.38 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+1.05%
+$4,394.88 
VOOV Vanguard S&P 500 Value ETF
+1.04%
+$4,137.75 
UBER Uber Technologies, Inc.
+1.03%
+$5,019.6 
MMM 3M Company
+1.01%
+$10,356.83 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1%
+$7,061.35 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$2,470.6 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.99%
+$12,087.81 
XLV Health Care Select Sector SPDR Fund
+0.97%
+$2,628.46 
LIF Life360, Inc.
+0.96%
+$2,144.84 
DGRO iShares Core Dividend Growth ETF
+0.96%
+$5,401.11 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.96%
+$47,295.43 
BAC Bank of America Corporation
+0.95%
+$45,723.08 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.95%
+$2,461.25 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.95%
+$21,590.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.93%
+$222,908.51 
HCA HCA Healthcare Inc.
+0.93%
+$3,699.24 
MCD McDonald's Corporation
+0.92%
+$62,837.04 
ITT Itt Inc.
+0.92%
+$3,606.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$9,832.65 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.91%
+$4,982 
FAST Fastenal Co.
+0.89%
+$16,028.17 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.89%
+$174,388.9 
CTAS Cintas Corporation
+0.87%
+$22,256.46 
UNM Unum Group
+0.86%
+$3,796.26 
SPG Simon Property Group, Inc.
+0.84%
+$3,909.34 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$10,761.8 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$13,229.51 
UNOV Innovator U.S. Equity Ultra Fund
+0.79%
+$11,615.18 
PNFP Pinnacle Financial Partners Inc.
+0.78%
+$2,447.69 
REET iShares Global REIT ETF
+0.76%
+$638,042.79 
SRE Sempra
+0.76%
+$42,317.76 
APD Air Products and Chemicals, Inc.
+0.74%
+$11,494.74 
BSEP Innovator U.S. Equity Buffer ETF
+0.74%
+$1,756.25 
FBNC First Bancorp, Inc.
+0.72%
+$2,822.16 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.72%
+$60,314.82 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.72%
+$77,219.1 
XLF Financial Select Sector SPDR Fund
+0.72%
+$1,891.5 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.71%
+$1,939 
UNP Union Pacific Corporation
+0.7%
+$5,587.44 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$3,948.8 
URI United Rentals, Inc.
+0.69%
+$2,788.6 
UJUN Innovator U.S. Equity Ultra Fund
+0.69%
+$4,336.28 
FTCS First Trust Capital Strength ETF
+0.68%
+$3,159.04 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.68%
+$7,744.32 
UDEC Innovator U.S. Equity Ultra Fund
+0.68%
+$4,398.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$27,344.29 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$2,392.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$28,212.92 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$3,322.01 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.64%
+$2,242.18 
GOOG Alphabet Inc
+0.64%
+$31,691.63 
UOCT Innovator U.S. Equity Ultra Fund
+0.63%
+$11,120.14 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$46,752.62 
TMUS T-Mobile US, Inc.
+0.63%
+$16,257.58 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$4,800.82 
MBB iShares MBS ETF
+0.62%
+$1,257.16 
UFEB Innovator U.S. Equity Ultra ETF
+0.62%
+$5,073.71 
ABT Abbott Laboratories
+0.62%
+$14,175.7 
FFIV F5 Inc.
+0.61%
+$1,823.57 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$1,697.74 
FBND Fidelity Total Bond ETF
+0.61%
+$3,265.07 
BLK BlackRock, Inc.
+0.6%
+$8,925.45 
BJUL Innovator U.S. Equity Buffer ETF
+0.6%
+$4,548.26 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$25,751.92 
BNDX Vanguard Total International Bond ETF
+0.58%
+$8,070.16 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$24,847.08 
PLTR Palantir Technologies Inc.
+0.58%
+$6,300.32 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$32,939.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$41,639.95 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$48,396.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1.9M 
UJAN Innovator U.S. Equity Ultra Fund
+0.57%
+$2,244.57 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.57%
+$45,826.04 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$1,134.99 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$51,477.01 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.57%
+$4,529.25 
AJG Arthur J. Gallagher & Co.
+0.57%
+$1,943.75 
NUHY Nuveen ESG High Yield Corporate Bond ETF
+0.56%
+$3,799.92 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$7,580.41 
VLTO Veralto Corporation
+0.55%
+$1,311.31 
WMK Weis Markets Inc.
+0.55%
+$1,385.55 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.55%
+$19,744.65 
NSC Norfolk Southern Corporation
+0.54%
+$9,980.94 
TTWO Take-Two Interactive Software, Inc.
+0.54%
+$4,252.16 
USEP Innovator U.S. Equity Ultra ETF
+0.54%
+$6,686.21 
GENC Gencor Industries Inc.
+0.54%
+$2,712.32 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$1,832.28 
RWO SPDR Dow Jones Global Real Estate ETF
+0.53%
+$2,130.18 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$1,677.36 
FE FirstEnergy Corp.
+0.52%
+$2,402.88 
VCRB Vanguard Core Bond ETF
+0.51%
+$1,915.29 
UAPR Innovator U.S. Equity Ultra ETF
+0.51%
+$1,201.52 
KDEC INN US Small Cap Beta ETF
+0.5%
+$23,407.43 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$154,329.08 
IAGG iShares International Aggregate Bond Fund
+0.48%
+$478,431.84 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.48%
+$3,638.95 
UAUG Innovator U.S. Equity Ultra Fund
+0.47%
+$1,976.15 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.46%
+$3,323.2 
CDL VictoryShares US Large Cap High Dividend ETF
+0.46%
+$2,475.97 
BOKF BOK Financial Corporation
+0.46%
+$1,173.6 
LCII LCI Industries Inc.
+0.45%
+$1,011.06 
AIZ Assurant Inc.
+0.44%
+$1,381.99 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$312.51 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.43%
+$19,229.22 
GATX GATX Corporation
+0.42%
+$3,274.05 
ZTS Zoetis Inc.
+0.37%
+$1,233.6 
TIP iShares TIPS Bond ETF
+0.36%
+$1,442.54 
VZ Verizon Communications Inc.
+0.36%
+$7,383.95 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$6,526.22 
GVI iShares Intermediate Government Bond ETF
+0.35%
+$1,035.37 
HUBB Hubbell Inc.
+0.35%
+$1,007.62 
BCAL California BanCorp
+0.35%
+$1,556.8 
WFC Wells Fargo & Company
+0.35%
+$5,051.22 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$2,498.07 
DFIP Dimensional Inflation-Protected Securities ETF
+0.34%
+$5,275.76 
ABCB Ameris Bancorp
+0.34%
+$2,096.12 
NJUL Innovator Growth 100 Power Buffer ETF
+0.33%
+$1,113.14 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.33%
+$959.29 
GOOGL Alphabet Inc
+0.33%
+$64,397.4 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$693.25 
PNQI Invesco NASDAQ Internet ETF
+0.32%
+$543.89 
HCAT Health Catalyst Inc.
+0.31%
+$271.1 
HFWA Heritage Financial Corporation
+0.31%
+$1,291.05 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.3%
+$1,450.03 
PFG Principal Financial Group, Inc.
+0.3%
+$817.41 
ABBV AbbVie Inc.
+0.28%
+$23,236.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$4,795.34 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$8,172.97 
AIG American International Group Inc.
+0.27%
+$1,883.6 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.27%
+$609.93 
FOX Fox Corporation Class B Common Stock
+0.26%
+$794.88 
TRV The Travelers Companies, Inc.
+0.26%
+$745.76 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.26%
+$22,733.62 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$10,966.22 
MUB iShares National Muni Bond ETF
+0.25%
+$83,050.47 
DFAR Dimensional US Real Estate ETF
+0.23%
+$4,869.78 
WPC W. P. Carey Inc.
+0.22%
+$738.14 
ZJAN Innovator Defined Wealth Shield ETF
+0.21%
+$881.78 
HRI Herc Holdings Inc.
+0.21%
+$1,440 
ISRG Intuitive Surgical, Inc.
+0.21%
+$2,904.97 
D Dominion Energy, Inc.
+0.21%
+$7,863.38 
HYD VanEck High Yield Muni ETF
+0.2%
+$8,275.89 
CMF iShares California Muni Bond ETF
+0.2%
+$613.87 
VPU Vanguard Utilities ETF
+0.19%
+$690.79 
XEL Xcel Energy Inc.
+0.19%
+$1,073.26 
FNF Fidelity National Financial, Inc.
+0.19%
+$551.58 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.18%
+$377.1 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.18%
+$146.4 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$366.8 
INVX Innovex International Inc.
+0.17%
+$850 
MDT Medtronic plc
+0.17%
+$3,388.56 
KMB Kimberly-Clark Corporation
+0.17%
+$408.45 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$2,174.2 
ENB Enbridge Inc.
+0.16%
+$418.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$22,366.72 
JNJ Johnson & Johnson
+0.15%
+$11,160.38 
SCMB Schwab Municipal Bond ETF
+0.14%
+$378.35 
MARM Ftv Estus Max Buff ETF March
+0.13%
+$327.88 
PECO Phillips Edison & Company, Inc.
+0.13%
+$571.17 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$3,754.27 
FTSL First Trust Senior Loan ETF
+0.11%
+$3,087.05 
KVUE Kenvue Inc.
+0.11%
+$255.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$312.29 
BKLN Invesco Senior Loan ETF
+0.1%
+$884.36 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$396.97 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$255.76 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$349.46 
CMCSA Comcast Corp
+0.06%
+$354.41 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$144.42 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$4,377.67 
VNQ Vanguard Real Estate ETF
+0.05%
+$589.25 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$747.4 
DTE DTE Energy Company
+0.05%
+$147.49 
SPLV Invesco S&P 500 Low Volatility ETF
+0.05%
+$627.87 
GIS General Mills, Inc.
+0.04%
+$137.13 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$632.62 
MWA Mueller Water Products Inc.
+0.04%
+$113.86 
TBRG TruBridge, Inc.
+0.04%
+$466.46 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$677.72 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.03%
+$146.75 
TAXF American Century Diversified Municipal Bond ETF
+0.02%
+$152.32 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$215.99 
ABC AmerisourceBergen Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AJAN Innovator Equity Defined Protection Fund 2YJ26
0%
$0 
AZN
0%
$0 
BAM
0%
$0 
CION Cion Investment Corporation
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
CSWI CSW Industrials Inc.
0%
$0 
EPC Edgewell Personal Care Co.
0%
$0 
EQT
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
JCI
0%
$0 
KAUG
0%
$0 
KJUN
0%
$0 
KMAR
0%
$0 
LBTYA
0%
$0 
LCUT Lifetime Brands Inc.
0%
$0 
LH
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
SNOW
0%
$0 
SSB
0%
$0 
XPO
0%
$0 
ZJUL
0%
$0 
AD Array Digital Infrastructure, Inc.
-24.01%
-$87,990 
ORCL Oracle Corporation
-8.46%
-$309,338.38 
SQFTW Presidio Property Trust Warrant
-8.06%
-$16.6 
ADSK Autodesk, Inc.
-6.83%
-$464,577.12 
ADBE Adobe Inc.
-6.25%
-$61,163.1 
CHWY Chewy Inc.
-5.76%
-$8,097.15 
CSGP CoStar Group, Inc.
-4.83%
-$4,235.15 
COP ConocoPhillips
-3.72%
-$26,991.92 
HRB H&R Block Inc.
-3.57%
-$5,603.29 
PROP Prairie Operating Co.
-3.07%
-$670.8 
SPOT Spotify Technology S.A.
-2.94%
-$16,790.09 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$8,954.83 
NOW ServiceNow, Inc.
-2.88%
-$22,781.69 
SPGI S&P Global Inc.
-2.85%
-$30,313.23 
ADM Archer-Daniels-Midland Co
-2.76%
-$9,508.8 
INTU Intuit Inc.
-2.74%
-$5,484.9 
XOM Exxon Mobil Corporation
-2.7%
-$272,190.52 
EOG EOG Resources, Inc.
-2.68%
-$36,381.76 
MO Altria Group, Inc.
-2.39%
-$62,125 
BABA Alibaba Group Holding Limited SP ADR
-2.36%
-$3,745.44 
WM Waste Management, Inc.
-2.31%
-$7,385.37 
ADP Automatic Data Processing Inc.
-2.3%
-$6,982.66 
TTD The Trade Desk, Inc. Class A
-2.25%
-$18,195.18 
CRM Salesforce Inc
-2.16%
-$29,398.23 
CTRE CareTrust REIT Inc.
-2.15%
-$7,607.52 
CVX Chevron Corporation
-2%
-$139,866.16 
BSX Boston Scientific Corporation
-1.98%
-$10,099.12 
SSP The E.W. Scripps Company
-1.94%
-$1,117.2 
PSX Phillips 66
-1.91%
-$5,866.24 
PAYX Paychex Inc.
-1.74%
-$16,614.58 
MSFT Microsoft Corp.
-1.72%
-$478,399.82 
CBRE CBRE Group Inc.
-1.69%
-$13,329.44 
ALL Allstate Corporation
-1.59%
-$5,557.16 
VLO Valero Energy Corporation
-1.57%
-$14,653.04 
FSK FS KKR Capital Corp.
-1.41%
-$2,334.14 
AMT American Tower Corporation
-1.35%
-$5,948.8 
DHR Danaher Corporation
-1.31%
-$9,478.53 
PINS Pinterest, Inc. Class A
-1.31%
-$3,583.87 
KMI Kinder Morgan, Inc.
-1.3%
-$7,042.97 
ACN Accenture plc Class A
-1.27%
-$6,743.52 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$18,054.07 
PM Philip Morris International Inc.
-1.21%
-$96,008.34 
MPC Marathon Petroleum Corporation
-1.17%
-$22,601.04 
CCI Crown Castle Inc.
-1.13%
-$6,619.07 
IXC iShares Global Energy ETF
-1.12%
-$3,420.27 
TRGP Targa Resources Corp.
-1.1%
-$4,852.12 
SNPS Synopsys, Inc.
-1.07%
-$20,996.91 
KNTK Kinetik Holdings Inc.
-1.03%
-$18,414.2 
V Visa Inc. Class A
-0.99%
-$62,386.63 
KO The Coca-Cola Company
-0.97%
-$37,169.28 
MDLZ Mondelez International, Inc.
-0.95%
-$8,747.4 
OMCL Omnicell Inc.
-0.89%
-$4,465.9 
NFLX Netflix, Inc.
-0.89%
-$31,046.9 
COST Costco Wholesale Corporation
-0.83%
-$41,624.7 
AZO AutoZone Inc.
-0.82%
-$2,631.14 
CB Chubb Limited
-0.78%
-$5,926.24 
UMI USCF Midstream Energy Income Fund
-0.77%
-$2,845.8 
MSIF MSC Income Fund Inc.
-0.76%
-$3,053.88 
WMB The Williams Companies, Inc.
-0.76%
-$9,381.35 
PGR Progressive Corporation
-0.75%
-$9,150.68 
SYK Stryker Corporation
-0.75%
-$9,521.28 
ED Consolidated Edison, Inc.
-0.74%
-$1,866.66 
GME Gamestop Corp.
-0.74%
-$3,801.6 
SCHW Charles Schwab Corporation
-0.72%
-$17,662.72 
SO The Southern Company
-0.66%
-$12,712.42 
HIG The Hartford Insurance Group, Inc.
-0.63%
-$3,316.08 
ES Eversource Energy
-0.62%
-$1,974.13 
DUK Duke Energy Corporation
-0.62%
-$15,386.93 
WEC WEC Energy Group Inc.
-0.58%
-$2,820.27 
ORLY O'Reilly Automotive Inc.
-0.55%
-$3,360.5 
KR Kroger Co.
-0.54%
-$6,004.73 
JBSS John B. Sanfilippo & Son, Inc.
-0.51%
-$2,678.4 
META Meta Platforms Inc Class A
-0.47%
-$64,470.12 
ETR Entergy Corporation
-0.39%
-$3,431.83 
ORI Old Republic International Corp.
-0.36%
-$2,625 
PG Procter & Gamble Co
-0.35%
-$54,508.27 
AXON Axon Enterprise, Inc.
-0.34%
-$660 
CI The Cigna Group
-0.33%
-$806.72 
MA Mastercard Incorporated
-0.32%
-$9,453.06 
UNH UnitedHealth Group Incorporated
-0.32%
-$15,849.57 
SJM The J.M. Smucker Company
-0.32%
-$2,407.59 
CME CME Group Inc.
-0.32%
-$9,146.49 
CDNS Cadence Design Systems, Inc.
-0.31%
-$1,011.5 
UL Unilever PLC Sponsored American Depositary Receipt
-0.31%
-$691.79 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
-0.31%
-$4,677.28 
T AT&T Inc.
-0.3%
-$6,966.33 
PEP PepsiCo, Inc.
-0.25%
-$10,743.06 
MCK McKesson Corporation
-0.24%
-$3,193.96 
WMT Walmart Inc.
-0.23%
-$12,834.64 
WEX Wex Inc.
-0.2%
-$477.68 
RF-PF Regions Financial Corporation
-0.2%
-$1,133.5 
NFG National Fuel Gas Company
-0.19%
-$609.75 
NEE NextEra Energy, Inc.
-0.19%
-$3,794.4 
EXC Exelon Corporation
-0.17%
-$3,195.28 
MSI Motorola Solutions, Inc.
-0.17%
-$340.86 
AMP Ameriprise Financial, Inc.
-0.16%
-$858.4 
AON Aon plc
-0.13%
-$1,048.42 
HPQ HP Inc.
-0.1%
-$221.47 
AHR American Healthcare REIT, Inc.
-0.06%
-$280.32 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
-0.05%
-$311.73 
TJX The TJX Companies, Inc.
-0.05%
-$1,483.68 
KKR KKR & Co. Inc.
-0.05%
-$115.42 
NI NiSource Inc.
-0.04%
-$216.82 
HDV iShares Core High Dividend ETF
-0.04%
-$135.15 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$98.61 
MMSI Merit Medical Systems, Inc.
-0.02%
-$77.67 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$530.32 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5780 | Longs Won 3721/5780 64% | Profit Factor 8.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $255,602.68 | Best Trade (Jun 11) $43.58M | Sharpe Ratio -12.89 |
| Average Loss -$51,721.4 | Worst Trade (Sep 29) -$16.28M | Z-Score -3.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 2d | Expectancy $146,125.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
