Victory Financial Group LLC Portfolio
Invests via VICTORY FINANCIAL GROUP, LLC | Managed by Aryn Sands
Invests via VICTORY FINANCIAL GROUP, LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Regional financial services firm focused on wealth management, mortgage lending and small-business financing, positioning itself toward community-level retail and institutional advisory channels. VICTORY FINANCIAL GROUP, LLC operates advisory platforms, loan origination and deposit services, targeting high-net-worth households and local commercial borrowers while emphasizing capital preservation and fee-based revenue growth.
Regional financial services firm focused on wealth management, mortgage lending and small-business financing, positioning itself toward community-level retail and institutional advisory channels. VICTORY FINANCIAL GROUP, LLC operates advisory platforms, loan origination and deposit services, targeting high-net-worth households and local commercial borrowers while emphasizing capital preservation and fee-based revenue growth.
Investment Philosophy & Strategy
Maintains a conservative, client-centric capital allocation approach prioritizing capital preservation and predictable fee income across wealth management, mortgage lending and community commercial banking. Seeks diversified, low-volatility cashflows by pairing advisory mandates with originated loans and deposit franchises, favoring high-net-worth households and local SMEs. Underwrites credit with tight underwriting, collateral focus and portfolio concentration limits, while using advisory fees and cross-selling to deepen relationships. Time horizon is medium-to-long, emphasizing regulatory compliance, liquidity buffers and steady ROE expansion.
Maintains a conservative, client-centric capital allocation approach prioritizing capital preservation and predictable fee income across wealth management, mortgage lending and community commercial banking. Seeks diversified, low-volatility cashflows by pairing advisory mandates with originated loans and deposit franchises, favoring high-net-worth households and local SMEs. Underwrites credit with tight underwriting, collateral focus and portfolio concentration limits, while using advisory fees and cross-selling to deepen relationships. Time horizon is medium-to-long, emphasizing regulatory compliance, liquidity buffers and steady ROE expansion.
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:
21.86%
Gain +0.62%
Monthly
0.68%
Yearly
8.43%
Drawdown
22.07%
$852.32M
Equity
Holdings
$852.32M
Investment
$700.85M
$162.57M
Profit +$5.85M
Realized
$11.1M
Unrealized
$151.47M
Dividends
$18.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$5.85M
Win %
71%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$4.68M
Win %
71%
This Month
Compared to last month
Gain
-2.93%
Profit
-$25.75M
Win %
71%
This Year
Compared to last year
Gain
7.29%
Profit
$57.94M
Win %
71%
LRCX Lam Research Corporation
+8.66%
+$128,796.83 
CRWD CrowdStrike Holdings, Inc.
+6.45%
+$85,337 
POWL Powell Industries Inc.
+6.35%
+$164,641.13 
HOOD Robinhood Markets, Inc.
+4.25%
+$31,877.62 
GEV GE Vernova Inc.
+4.14%
+$25,754.62 
MU Micron Technology, Inc.
+3.99%
+$97,894.34 
PANW Palo Alto Networks, Inc.
+3.86%
+$56,779.1 
GTE Gran Tierra Energy Inc.
+3.76%
+$7,345.5 
AMGN Amgen Inc.
+3.71%
+$29,822.62 
LMT Lockheed Martin Corporation
+3.59%
+$29,135.25 
SMH VanEck Semiconductor ETF
+3.5%
+$44,940.07 
AMD Advanced Micro Devices, Inc.
+3.47%
+$96,555 
CAT Caterpillar Inc.
+3.36%
+$40,716.62 
DKNG DraftKings Inc.
+3.18%
+$7,080.27 
BA Boeing Company
+3.08%
+$28,761.04 
RPG Invesco S&P 500 Pure Growth ETF
+2.9%
+$70,430.18 
GENI Genius Sports Ltd.
+2.79%
+$1,945.6 
TXN Texas Instruments Inc
+2.76%
+$57,160.66 
ROST Ross Stores, Inc.
+2.68%
+$7,694.19 
SBUX Starbucks Corporation
+2.64%
+$7,388.91 
GSK GSK plc Sponsored ADR
+2.59%
+$14,067.52 
STLD Steel Dynamics Inc.
+2.44%
+$18,726.45 
CDE Coeur Mining, Inc.
+2.43%
+$12,539.25 
ADI Analog Devices, Inc.
+2.4%
+$9,312.34 
ETN Eaton Corporation plc
+2.34%
+$6,328.81 
QCOM QUALCOMM Incorporated
+2.3%
+$5,759.68 
EME EMCOR Group, Inc.
+2.29%
+$9,355.5 
PFE Pfizer Inc.
+2.29%
+$8,262.54 
RTX RTX Corporation
+2.28%
+$16,790.24 
DG Dollar General Corporation
+2.24%
+$5,328.36 
LLY Eli Lilly and Company
+2.23%
+$71,258.88 
KOS Kosmos Energy Ltd.
+2.18%
+$1,217.64 
GLW Corning Incorporated
+2.1%
+$10,946.53 
PBR Petrobras S.A. Sponsored ADR
+2.02%
+$7,682.52 
AVGO Broadcom Inc.
+2.01%
+$119,652.59 
ANET Arista Networks, Inc.
+1.98%
+$5,175.02 
NUKZ Range Nuclear Renaissance ETF
+1.95%
+$8,198.82 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
+1.9%
+$6,780.08 
ROK Rockwell Automation, Inc.
+1.87%
+$5,285.46 
IEMG iShares Core MSCI Emerging Markets ETF
+1.86%
+$50,818.22 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$3,252.42 
APLD Applied Digital Corporation
+1.82%
+$15,691.71 
EEM iShares MSCI Emerging Markets ETF
+1.82%
+$12,564.27 
MRK Merck & Co., Inc.
+1.8%
+$10,094.27 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.71%
+$6,025.04 
CSCO Cisco Systems, Inc.
+1.7%
+$8,514.3 
CMG Chipotle Mexican Grill, Inc.
+1.68%
+$4,266.15 
SCHA Schwab U.S. Small-Cap ETF
+1.65%
+$8,016.25 
XLI Industrial Select Sector SPDR Fund
+1.63%
+$78,177.61 
XLK State Street Technology Select Sector SPDR ETF
+1.61%
+$571,581.24 
IDEQ Lazard International Dynamic Equity ETF
+1.53%
+$18,237.44 
QQQ Invesco QQQ Trust, Series 1
+1.5%
+$82,820.52 
IWM iShares Russell 2000 ETF
+1.49%
+$17,547.65 
GE General Electric Company
+1.48%
+$8,774.5 
TSLA Tesla, Inc.
+1.47%
+$77,490.93 
RDVY First Trust Rising Dividend Achievers ETF
+1.45%
+$22,522.5 
VGT Vanguard Information Technology ETF
+1.45%
+$6,233.12 
NRG NRG Energy, Inc.
+1.45%
+$2,707.25 
FNDF Schwab Fundamental International Large Company Index ETF
+1.45%
+$9,443.54 
SCHF Schwab International Equity ETF
+1.41%
+$17,724.37 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.4%
+$48,607.65 
SMR NuScale Power Corporation
+1.4%
+$5,156.32 
MPC Marathon Petroleum Corporation
+1.39%
+$11,644.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.35%
+$34,698.3 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.34%
+$218,635 
AIQ Global X Artificial Intelligence & Technology ETF
+1.34%
+$21,350.34 
C Citigroup Inc.
+1.32%
+$3,363.36 
LIN Linde plc
+1.31%
+$5,969.7 
IXUS iShares Core International Stock ETF
+1.29%
+$36,313.2 
GPRO GoPro Inc.
+1.28%
+$131.3 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.27%
+$2,993.22 
VZ Verizon Communications Inc.
+1.26%
+$6,691.19 
IBIT iShares Bitcoin Trust
+1.25%
+$6,322.77 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+1.25%
+$10,126.33 
NCIQ Hashdex Nasdaq Crypto Index ETF
+1.24%
+$3,228.86 
ETHA iShares Ethereum Trust
+1.19%
+$6,551.11 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+1.19%
+$1,471.77 
IWP iShares Russell Mid-Cap Growth ETF
+1.18%
+$11,670.89 
IYW iShares U.S. Technology ETF
+1.15%
+$16,531.06 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+1.15%
+$7,138.02 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.14%
+$33,862.05 
SECT Main Sector Rotation ETF
+1.13%
+$2,862.07 
VOT Vanguard Mid-Cap Growth ETF
+1.11%
+$42,174.99 
EFA iShares MSCI EAFE ETF
+1.07%
+$14,657.23 
QUIZ Zacks Quality International Fund
+1.03%
+$6,268.11 
IJH iShares Core S&P Mid-Cap ETF
+1.02%
+$6,084.55 
VB Vanguard Small-Cap ETF
+1.02%
+$4,183.62 
MDY SPDR S&P MidCap 400 ETF Trust
+1.01%
+$37,928.77 
IWR iShares Russell Mid-Cap ETF
+0.98%
+$4,827.61 
IEFA iShares Core MSCI EAFE ETF
+0.97%
+$10,327.92 
GS The Goldman Sachs Group, Inc.
+0.97%
+$23,236.67 
LAMR Lamar Advertising Company
+0.96%
+$5,982.66 
QUAL iShares MSCI USA Quality Factor ETF
+0.96%
+$22,285.34 
IVLU iShares MSCI International Value Factor ETF
+0.95%
+$229,334.63 
TPR Tapestry Inc.
+0.93%
+$15,217.18 
AVDV Avantis International Small Cap Value ETF
+0.93%
+$38,585.82 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.92%
+$4,327.06 
AAPL Apple Inc.
+0.92%
+$153,103.61 
VRTX Vertex Pharmaceuticals Incorporated
+0.91%
+$2,045.95 
IJR iShares Core S&P Small-Cap ETF
+0.89%
+$191,095.57 
DFIC Dimensional International Core Equity Market ETF
+0.88%
+$2,326.68 
CME CME Group Inc.
+0.88%
+$9,521.32 
DAC Danaos Corporation
+0.87%
+$5,689.6 
MS Morgan Stanley
+0.86%
+$4,363.05 
VTV Vanguard Value ETF
+0.84%
+$13,145.86 
ARKW ARK Next Generation Internet ETF
+0.8%
+$20,696.92 
DD DuPont de Nemours Inc.
+0.8%
+$2,063.15 
DFIV Dimensional International Value ETF
+0.79%
+$3,420.65 
SOFI SoFi Technologies, Inc.
+0.79%
+$3,885.12 
AVUV Avantis U.S. Small Cap Value ETF
+0.79%
+$7,875.5 
VO Vanguard Mid-Cap ETF
+0.78%
+$14,062.62 
IWX iShares Russell Top 200 Value ETF
+0.78%
+$6,464.94 
XMHQ Invesco S&P MidCap Quality ETF
+0.76%
+$4,789.93 
TMUS T-Mobile US, Inc.
+0.76%
+$2,277.15 
CGUS Capital Group Core Equity ETF
+0.75%
+$3,042.24 
IDV iShares International Select Dividend ETF
+0.75%
+$8,039.2 
XLV Health Care Select Sector SPDR Fund
+0.73%
+$31,673.32 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.72%
+$5,719.67 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.71%
+$33,153.9 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$5,988.51 
CGDV Capital Group Dividend Value ETF
+0.7%
+$34,786.95 
TNGY Tortoise Energy Fund, Inc.
+0.69%
+$786.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.69%
+$18,371.6 
EHC Encompass Health Corporation
+0.69%
+$1,537.25 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.69%
+$100,757.02 
NVDA NVIDIA Corporation
+0.68%
+$142,569.05 
SPEM SPDR Portfolio Emerging Markets ETF
+0.68%
+$49,401.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.68%
+$373,813.88 
DCOR Dimensional US Core Equity 1 ETF
+0.68%
+$1,826.28 
LMND Lemonade Inc.
+0.66%
+$1,220.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.66%
+$3,163.65 
AEP American Electric Power Company, Inc.
+0.65%
+$6,594 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$24,929.44 
SCHE Schwab Emerging Markets Equity ETF
+0.64%
+$1,721.47 
STXG Strive 1000 Growth ETF
+0.64%
+$1,827.84 
IWV ISHARES RUSSELL 3000 ETF
+0.64%
+$1,480.69 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.64%
+$1,555.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.63%
+$7,779.78 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.63%
+$20,644.91 
VFMF Vanguard U.S. Multifactor ETF
+0.62%
+$16,794.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$2,480.64 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$17,519.69 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.61%
+$5,079.75 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$26,992.35 
IVV iShares Core S&P 500 ETF
+0.6%
+$5,476.68 
SCHX Schwab U.S. Large-Cap ETF
+0.59%
+$6,815.64 
TFC Truist Financial Corporation
+0.59%
+$2,064.41 
JNJ Johnson & Johnson
+0.58%
+$7,553.21 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.58%
+$2,512.56 
EPD Enterprise Products Partners L.P.
+0.58%
+$7,373.52 
PVAL Putnam Focused Large Cap Value ETF
+0.57%
+$12,875.44 
VOO Vanguard S&P 500 ETF
+0.56%
+$155,562.06 
VOE Vanguard Mid-Cap Value ETF
+0.56%
+$11,112.12 
IWB iShares Russell 1000 ETF
+0.55%
+$1,938.21 
ACVF American Conservative Values ETF
+0.55%
+$1,699.98 
HUBB Hubbell Inc.
+0.55%
+$3,575.88 
OXY Occidental Petroleum Corporation
+0.54%
+$7,148.03 
NEE-PN NextEra Energy, Inc. Series N J
+0.53%
+$541.92 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.51%
+$5,167.26 
IJS iShares S&P Small-Cap 600 Value ETF
+0.49%
+$1,722.8 
ITW Illinois Tool Works Inc.
+0.47%
+$1,380.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.47%
+$1,067.92 
IUSV iShares Core S&P U.S. Value ETF
+0.46%
+$2,143.35 
GROZ Zacks Focus Growth ETF
+0.45%
+$3,297.2 
COWZ Pacer US Cash Cows 100 ETF
+0.44%
+$1,833.42 
WMT Walmart Inc.
+0.43%
+$8,068.32 
JPM JPMorgan Chase & Co.
+0.4%
+$5,792.45 
SLV iShares Silver Trust
+0.4%
+$4,676.17 
VUG Vanguard Growth ETF
+0.4%
+$2,114.64 
VONG Vanguard Russell 1000 Growth Fund
+0.39%
+$6,618.24 
NIO Nio Inc.
+0.39%
+$479.2 
HD The Home Depot, Inc.
+0.38%
+$7,347.06 
ABBV AbbVie Inc.
+0.36%
+$6,318.92 
IWF iShares Russell 1000 Growth ETF
+0.36%
+$3,582.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$3,168.25 
FDVV Fidelity High Dividend ETF
+0.34%
+$99,700.93 
TLT iShares 20+ Year Treasury Bond ETF
+0.33%
+$1,855.56 
EOSE Eos Energy Enterprises Inc.
+0.33%
+$364.56 
HEQT Simplify Hedged Equity ETF
+0.3%
+$10,814.9 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.3%
+$798.4 
IBM International Business Machines Corporation
+0.29%
+$1,649.65 
FLCC Federated Hermes MDT Large Cap Core ETF
+0.29%
+$10,425.53 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.28%
+$15,659.7 
ABT Abbott Laboratories
+0.28%
+$542.5 
DFGP Dimensional Global Core Fixed Income Fund
+0.28%
+$627 
IWY iShares Russell Top 200 Growth ETF
+0.27%
+$345,367.46 
PM Philip Morris International Inc.
+0.27%
+$6,811 
QLC FlexShares US Quality Large Cap Fund
+0.27%
+$2,603.14 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.25%
+$1,525.2 
BNDX Vanguard Total International Bond ETF
+0.25%
+$1,553.01 
JNK SPDR Bloomberg High Yield Bond ETF
+0.25%
+$1,247.04 
CVX Chevron Corporation
+0.24%
+$2,932.02 
ZECP Zacks Earnings Consistent Portfolio
+0.23%
+$1,916.58 
PHYL PGIM Active High Yield Bond ETF
+0.23%
+$2,011.84 
FVD First Trust Value Line Dividend Index Fund
+0.22%
+$34,752.58 
PEP PepsiCo, Inc.
+0.21%
+$652.22 
TJX The TJX Companies, Inc.
+0.21%
+$1,980.9 
XEL Xcel Energy Inc.
+0.2%
+$706.41 
BAC Bank of America Corporation
+0.2%
+$1,759.01 
APH Amphenol Corporation
+0.2%
+$556.96 
PLTR Palantir Technologies Inc.
+0.18%
+$2,305.42 
PYLD PIMCO Multisector Bond Active ETF
+0.17%
+$25,154.06 
XLE Energy Select Sector SPDR Fund
+0.16%
+$1,993.38 
LOW Lowe's Companies Inc.
+0.16%
+$312.9 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.16%
+$670.05 
CZA Invesco Zacks Mid-Cap ETF
+0.16%
+$810.62 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.16%
+$2,747 
XYL Xylem Inc.
+0.16%
+$287.3 
DUK Duke Energy Corporation
+0.14%
+$360 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$5,946.33 
VDE Vanguard Energy ETF
+0.13%
+$358.38 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+0.13%
+$5,756.14 
FBND Fidelity Total Bond ETF
+0.12%
+$15,150.74 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.12%
+$329.88 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$315.77 
HYFI AB High Yield ETF
+0.11%
+$1,107.92 
DFCF Dimensional Core Fixed Income ETF
+0.11%
+$280.39 
MBB iShares MBS ETF
+0.11%
+$312 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.1%
+$212.76 
BTI British American Tobacco p.l.c. ADR
+0.1%
+$375.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$493.34 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$1,632.86 
EVTR Eaton Vance Total Return Fund
+0.08%
+$14,618.52 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.08%
+$2,600.26 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$3,755.61 
VCRB Vanguard Core Bond ETF
+0.07%
+$3,264.03 
DIS The Walt Disney Company
+0.07%
+$160.44 
GLD SPDR Gold Shares
+0.07%
+$1,455.19 
HTRB Hartford Total Return Bond ETF
+0.06%
+$319.44 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.05%
+$141.39 
XLF Financial Select Sector SPDR Fund
+0.04%
+$1,289.96 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.03%
+$438.86 
MCD McDonald's Corporation
+0.03%
+$148.7 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$170.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,338.25 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$54.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$171.11 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$182.37 
MUB iShares National Muni Bond ETF
+0.01%
+$37.95 
APXM
0%
$0 
LAC
0%
$0 
MFSI
0%
$0 
NB
0%
$0 
NOVM
0%
$0 
Q
0%
$0 
RYU Invesco S&P 500 Equal Weight Utilities ETF
0%
$0 
SIO Touchstone Strategic Income ETF
0%
$0 
SNOW
0%
$0 
YNDX Yandex NV
0%
$0 
ORCL Oracle Corporation
-11.26%
-$91,954.28 
BABA Alibaba Group Holding Limited SP ADR
-4.38%
-$18,174.95 
UWMC UWM Holdings Corporation
-4.32%
-$2,612.4 
ADBE Adobe Inc.
-4.26%
-$10,407.18 
SPGI S&P Global Inc.
-2.93%
-$12,714.82 
TMO Thermo Fisher Scientific Inc.
-2.69%
-$12,324.97 
CRM Salesforce Inc
-2.63%
-$10,048.62 
TEM Tempus AI, Inc.
-2.51%
-$15,836.04 
BSX Boston Scientific Corporation
-2.44%
-$3,344.12 
FSLY Fastly, Inc.
-2.3%
-$5,186.79 
MSFT Microsoft Corp.
-2.27%
-$174,950.81 
DHR Danaher Corporation
-2.23%
-$6,133.6 
INTU Intuit Inc.
-2.23%
-$2,726.07 
MCO Moody's Corporation
-2.16%
-$5,597.62 
NOW ServiceNow, Inc.
-2.05%
-$2,962.05 
GOOGL Alphabet Inc
-1.97%
-$123,952.96 
GOOG Alphabet Inc
-1.91%
-$57,665.16 
PDD PDD Holdings Inc. American Depositary Shares
-1.72%
-$2,638.59 
WAL Western Alliance Bancorporation
-1.56%
-$4,509.77 
ACN Accenture plc Class A
-1.44%
-$5,943.36 
KDP Keurig Dr Pepper Inc.
-1.39%
-$13,430.12 
OPEN Opendoor Technologies Inc.
-1.23%
-$686.95 
NFLX Netflix, Inc.
-1.22%
-$13,994 
PATH Uipath Inc.
-1.07%
-$1,902.79 
META Meta Platforms Inc Class A
-1.06%
-$42,426.1 
PRIM Primoris Services Corporation
-1.05%
-$1,857.24 
MTG MGIC Investment Corporation
-1.05%
-$11,242.8 
V Visa Inc. Class A
-1%
-$15,457.99 
NTAP NetApp, Inc.
-0.9%
-$4,183.25 
SHOP Shopify Inc.
-0.89%
-$1,339.43 
COF Capital One Financial Corporation
-0.84%
-$1,713.5 
AX Axos Financial Inc.
-0.7%
-$2,256.8 
COP ConocoPhillips
-0.69%
-$3,070.17 
LI Li Auto Inc.
-0.66%
-$3,390.93 
ISRG Intuitive Surgical, Inc.
-0.59%
-$1,122.65 
PG Procter & Gamble Co
-0.58%
-$3,196.63 
MA Mastercard Incorporated
-0.52%
-$2,887.97 
RSG Republic Services, Inc.
-0.51%
-$1,212.08 
UBER Uber Technologies, Inc.
-0.5%
-$5,474.68 
RNST Renasant Corporation
-0.49%
-$1,497.53 
FERG Ferguson Enterprises Inc
-0.45%
-$2,160.39 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.43%
-$1,474.47 
ATAI AtaiBeckley Inc.
-0.4%
-$275.22 
PGR Progressive Corporation
-0.36%
-$888.41 
AMP Ameriprise Financial, Inc.
-0.34%
-$679.5 
MAGS Roundhill Magnificent Seven Fund
-0.34%
-$3,603.18 
ARES Ares Management Corporation
-0.32%
-$761 
BRK-B Berkshire Hathaway Inc.
-0.31%
-$8,185.2 
APP AppLovin Corporation Class A Common Stock
-0.3%
-$1,611.73 
USB U.S. Bancorp
-0.3%
-$694.79 
KO The Coca-Cola Company
-0.29%
-$1,521.94 
WFC Wells Fargo & Company
-0.29%
-$5,822.88 
BLK BlackRock, Inc.
-0.26%
-$519.39 
TAP Molson Coors Beverage Company
-0.24%
-$1,017.3 
COST Costco Wholesale Corporation
-0.24%
-$5,291.46 
CDNS Cadence Design Systems, Inc.
-0.19%
-$603.1 
DOC Healthpeak Properties, Inc.
-0.17%
-$515.27 
AMZN Amazon.com Inc
-0.15%
-$9,199.05 
AXP American Express Company
-0.15%
-$864.34 
T AT&T Inc.
-0.07%
-$138.51 
TME Tencent Music Entertainment Group
-0.05%
-$60.72 
XOM Exxon Mobil Corporation
-0.03%
-$490.75 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$12,638.49 
UNH UnitedHealth Group Incorporated
-0.03%
-$333.45 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$57.2 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
-0.01%
-$75.8 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 913/1288 70% | Profit Factor 14.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $628,922.15 |
| Average Win $191,441.81 | Best Trade (May 11) $56.37M | Sharpe Ratio -7.07 |
| Average Loss -$32,575.96 | Worst Trade (Jun 09) -$645,281.28 | Z-Score 10.8 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $126,219.25 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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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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