Nathan Edwards Portfolio
Invests via IMG Wealth Management, Inc. | Managed by Nathan A. Edwards, CFA, CFPreg, Nick A. Edwards, CFPreg, Philip J. Detlefs, Michael J. Steele, Nick M. Riscigno, Chad A. Bunnell, Nicholas P. Coutros
Invests via IMG Wealth Management, Inc.
Managed by Nathan A. Edwards, CFA, CFPreg, Nick A. Edwards, CFPreg, Philip J. Detlefs, Michael J. Steele, Nick M. Riscigno, Chad A. Bunnell, Nicholas P. Coutros
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Nathan Edwards Profile
Former private-equity and corporate development executive focused on growth-stage tech and consumer deals, Nathan Edwards brings cross-border deal execution and portfolio operational oversight to investors. Known for sourcing middle-market buyouts, commercial diligence and EBITDA improvement programs, he has experience leading carve-outs, integrations and strategic partnerships. Market-facing skills include LP relations, capital raising and driving exit planning for strategic or secondary sales.
Former private-equity and corporate development executive focused on growth-stage tech and consumer deals, Nathan Edwards brings cross-border deal execution and portfolio operational oversight to investors. Known for sourcing middle-market buyouts, commercial diligence and EBITDA improvement programs, he has experience leading carve-outs, integrations and strategic partnerships. Market-facing skills include LP relations, capital raising and driving exit planning for strategic or secondary sales.
Investment Philosophy & Strategy
Prioritizes growth-stage and middle-market opportunities where operational intervention can accelerate scale and margin expansion. Combines private-equity rigor with corporate-development agility to underwrite deals emphasizing strong unit economics, repeatable revenue, and clear paths to EBITDA improvement. Favors carve-outs, integrations and cross-border situations that benefit from hands-on portfolio oversight and strategic partnerships. Capital deployment balances buyout control tactics and minority growth investments, with a three- to seven-year exit horizon focused on strategic or secondary sale outcomes and disciplined LP alignment.
Prioritizes growth-stage and middle-market opportunities where operational intervention can accelerate scale and margin expansion. Combines private-equity rigor with corporate-development agility to underwrite deals emphasizing strong unit economics, repeatable revenue, and clear paths to EBITDA improvement. Favors carve-outs, integrations and cross-border situations that benefit from hands-on portfolio oversight and strategic partnerships. Capital deployment balances buyout control tactics and minority growth investments, with a three- to seven-year exit horizon focused on strategic or secondary sale outcomes and disciplined LP alignment.
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:
31.09%
Gain -0.59%
Monthly
1.36%
Yearly
17.62%
Drawdown
14.02%
$181.69M
Equity
Holdings
$181.69M
Investment
$152.51M
$33.84M
Profit -$828,031.16
Realized
$4.66M
Unrealized
$29.18M
Dividends
$2.09M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$828,031.16
Win %
70%
This Week
Compared To Last Week
Gain
0.21%
Profit
$377,412.14
Win %
70%
This Month
Compared to last month
Gain
-0.45%
Profit
-$828,031.16
Win %
70%
This Year
Compared to last year
Gain
1.26%
Profit
$2.26M
Win %
67%
TWLO Twilio Inc.
+24.89%
+$48.09 
ROAD Construction Partners, Inc. Class A Common Stock
+19.15%
+$19.18 
ABNB Airbnb, Inc.
+17.44%
+$4,602.3 
SPCX Space Exploration Technologies Corp. Class A
+15.82%
+$3,854.44 
MVST Microvast Holdings Inc.
+15.82%
+$920.45 
MCHP Microchip Technology Incorporated
+13.99%
+$6,427.2 
USAR USA Rare Earth, Inc.
+11.03%
+$1,272.96 
FLY Firefly Aerospace Inc.
+10.99%
+$529 
PLTR Palantir Technologies Inc.
+10.31%
+$21,563.28 
MRNA Moderna, Inc.
+9.86%
+$323.91 
CRDO Credo Technology Group Holding Ltd.
+8.49%
+$528.39 
HONA Honeywell Aerospace Inc.
+7.84%
+$380.37 
MP MP Materials Corp.
+7.67%
+$15,455.44 
NEM Newmont Corporation
+7.16%
+$520.95 
RONB Baron First Principles ETF
+7.14%
+$465 
APTV Aptiv PLC
+7.04%
+$22.82 
ASTS AST SpaceMobile, Inc.
+6.79%
+$594.75 
ELDN Eledon Pharmaceuticals Inc.
+6.65%
+$80.96 
AEM Agnico Eagle Mines Limited
+6.51%
+$393.84 
UBER Uber Technologies, Inc.
+6.44%
+$7,640.82 
DIOD Diodes Inc.
+6.43%
+$12.7 
NOW ServiceNow, Inc.
+6.4%
+$67.59 
KTOS Kratos Defense & Security Solutions, Inc.
+5.87%
+$1,432.25 
SMCI Super Micro Computer Inc
+5.85%
+$688 
SWMR Swarmer, Inc.
+5.78%
+$100 
AA Alcoa Corporation
+5.69%
+$5.4 
SWKS Skyworks Solutions Inc.
+5.67%
+$3.79 
WDAY Workday Inc.
+5.54%
+$292.64 
GLW Corning Incorporated
+5.41%
+$2,714.69 
PCT PureCycle Technologies, Inc.
+5.3%
+$103.71 
MKSI MKS Instruments Inc.
+4.77%
+$13.89 
QCOM QUALCOMM Incorporated
+4.66%
+$9,970.84 
ALB Albemarle Corporation
+4.62%
+$110.01 
SYNA Synaptics Incorporated
+3.91%
+$3.99 
QRVO Qorvo Inc.
+3.9%
+$3.72 
MDXG MiMedx Group, Inc.
+3.83%
+$466.56 
RMBS Rambus Inc.
+3.78%
+$3.69 
DEO Diageo plc Sponsored ADR
+3.77%
+$52.5 
ZS Zscaler Inc.
+3.75%
+$6.1 
DELL Dell Technologies Inc.
+3.67%
+$273.36 
CVNA Carvana Co.
+3.65%
+$87.33 
ON ON Semiconductor Corporation
+3.61%
+$8.49 
Q Qnity Electronics Inc.
+3.45%
+$4.6 
DHI D.R. Horton, Inc.
+3.4%
+$4.97 
BKNG Booking Holdings Inc.
+3.39%
+$309.54 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$308 
SLG SL Green Realty Corp.
+3.36%
+$3.66 
OKTA Okta Inc.
+3.35%
+$4,449.27 
EL The Estée Lauder Companies Inc. Class A
+3.32%
+$156.2 
APP AppLovin Corporation Class A Common Stock
+3.32%
+$668.39 
ADI Analog Devices, Inc.
+3.31%
+$1,475 
OMC Omnicom Group Inc.
+3.31%
+$2.73 
A Agilent Technologies Inc.
+3.28%
+$421.33 
MTH Meritage Homes Corporation
+3.27%
+$2.36 
IGV iShares Expanded Tech-Software Sector ETF
+3.23%
+$369.73 
CRM Salesforce Inc
+3.19%
+$11.9 
DJT Trump Media & Technology Group Corp.
+3.19%
+$370.75 
ZM Zoom Video Communications, Inc.
+3.17%
+$3.21 
SIVR abrdn Physical Silver Shares ETF
+3.02%
+$109.74 
SLV iShares Silver Trust
+2.97%
+$35,366.3 
VGNT Versigent plc
+2.97%
+$2.54 
CRH CRH plc
+2.89%
+$47.94 
BHP BHP Group Ltd.
+2.86%
+$97.89 
TSLA Tesla, Inc.
+2.83%
+$5,288.11 
HOOD Robinhood Markets, Inc.
+2.83%
+$100.03 
WSO Watsco Inc.
+2.81%
+$261.29 
TXN Texas Instruments Inc
+2.76%
+$2,334.72 
BX Blackstone Inc.
+2.74%
+$307.44 
PCG PG&E Corporation
+2.73%
+$136.25 
BATRK Atlanta Braves Holdings, Inc.
+2.62%
+$2.56 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+2.62%
+$339.07 
IP International Paper Company
+2.6%
+$39.03 
CI The Cigna Group
+2.59%
+$78.32 
PHM PulteGroup Inc.
+2.58%
+$120.24 
VRTX Vertex Pharmaceuticals Incorporated
+2.55%
+$555.75 
KLAC KLA Corporation
+2.53%
+$2,684.01 
ACLS Axcelis Technologies, Inc.
+2.49%
+$3.4 
BBY Best Buy Co., Inc.
+2.47%
+$1.98 
SNPS Synopsys, Inc.
+2.47%
+$621.24 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$823.65 
IBB iShares Biotechnology ETF
+2.46%
+$156.42 
STE STERIS plc
+2.45%
+$193.12 
CNC Centene Corporation
+2.43%
+$241.8 
PPL PPL Corporation
+2.43%
+$78.96 
ORCL Oracle Corporation
+2.42%
+$5,270.93 
DHR Danaher Corporation
+2.42%
+$231.84 
STZ Constellation Brands, Inc.
+2.4%
+$2,703 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$152.35 
PLAB Photronics Inc.
+2.35%
+$2.25 
ODFL Old Dominion Freight Line, Inc.
+2.31%
+$122.25 
AIQ Global X Artificial Intelligence & Technology ETF
+2.29%
+$393.34 
NVDA NVIDIA Corporation
+2.28%
+$18,153.58 
VECO Veeco Instruments Inc.
+2.28%
+$2.35 
GLD SPDR Gold Shares
+2.27%
+$194.48 
LOW Lowe's Companies Inc.
+2.25%
+$4,993.82 
AMAT Applied Materials, Inc.
+2.24%
+$2,163.06 
PPG PPG Industries Inc.
+2.19%
+$69.12 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$110.23 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.14%
+$500.32 
IBKR Interactive Brokers Group Inc.
+2.1%
+$372.86 
KBWD Invesco KBW High Dividend Yield Financial ETF
+2.1%
+$324.74 
PFE Pfizer Inc.
+2.1%
+$540.65 
FCX Freeport-McMoRan Inc.
+2.1%
+$288.86 
AMKR Amkor Technology Inc.
+2.09%
+$5.65 
FDN First Trust Dow Jones Internet Index Fund
+2.08%
+$5.89 
EIX Edison International
+2.05%
+$56.58 
COHU Cohu Inc.
+2.05%
+$8.48 
FAST Fastenal Co.
+2.03%
+$3.09 
DDOG Datadog, Inc. Class A Common Stock
+1.99%
+$4.56 
SMH VanEck Semiconductor ETF
+1.98%
+$13,689.16 
HACK Amplify Cybersecurity ETF
+1.94%
+$445.58 
WSM Williams-Sonoma, Inc.
+1.92%
+$631.75 
ADBE Adobe Inc.
+1.89%
+$1,080.2 
INTC Intel Corporation
+1.84%
+$2,162 
WAT Waters Corporation
+1.82%
+$210.83 
LRCX Lam Research Corporation
+1.82%
+$1,612.4 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.81%
+$4,097.05 
AVY Avery Dennison Corporation
+1.79%
+$3.12 
TGT Target Corporation
+1.77%
+$28.71 
GILD Gilead Sciences Inc.
+1.77%
+$125.28 
HD The Home Depot, Inc.
+1.74%
+$2,889.32 
SHW The Sherwin-Williams Company
+1.72%
+$1,076.72 
TRMB Trimble Inc.
+1.66%
+$0.97 
AVGO Broadcom Inc.
+1.65%
+$1,182.35 
EBAY eBay Inc.
+1.65%
+$41.86 
LDOS Leidos Holdings Inc.
+1.65%
+$11.15 
ARTY iShares Future AI & Tech ETF
+1.65%
+$211.22 
COWZ Pacer US Cash Cows 100 ETF
+1.63%
+$5,932.95 
SHOC SHOC US Semiconductor Equity ETF
+1.61%
+$321.83 
IBM International Business Machines Corporation
+1.59%
+$3,288.48 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$60.65 
IFF International Flavors & Fragrances Inc.
+1.55%
+$77.58 
SOFI SoFi Technologies, Inc.
+1.55%
+$1.4 
WST West Pharmaceutical Services, Inc.
+1.53%
+$176.55 
DEI Douglas Emmett Inc.
+1.52%
+$1.93 
AMGN Amgen Inc.
+1.51%
+$349.41 
HPE Hewlett Packard Enterprise Company
+1.51%
+$101.91 
PSTL Postal Realty Trust, Inc.
+1.49%
+$1.02 
MOAT VanEck Morningstar Wide Moat Fund
+1.48%
+$7,909.72 
KHC The Kraft Heinz Company
+1.46%
+$54.02 
SYM Symbotic Inc. Class A
+1.44%
+$136.23 
XEL Xcel Energy Inc.
+1.4%
+$1.08 
DOC Healthpeak Properties, Inc.
+1.4%
+$36.87 
DASH DoorDash, Inc.
+1.4%
+$149 
WBD Warner Bros. Discovery, Inc.
+1.38%
+$185.42 
F Ford Motor Company
+1.38%
+$18.43 
VOT Vanguard Mid-Cap Growth ETF
+1.38%
+$336.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$67.16 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$869.44 
DRI Darden Restaurants, Inc.
+1.35%
+$222.3 
PKG Packaging Corporation of America
+1.34%
+$6.8 
FTV Fortive Corporation
+1.34%
+$0.81 
ISRG Intuitive Surgical, Inc.
+1.34%
+$15 
GD General Dynamics Corporation
+1.33%
+$143.64 
VB Vanguard Small-Cap ETF
+1.32%
+$8,243.38 
AVDV Avantis International Small Cap Value ETF
+1.31%
+$25,676.83 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.29%
+$33.61 
VCTR Victory Capital Holdings, Inc. Class A
+1.28%
+$1.37 
IYC iShares U.S. Consumer Discretionary ETF
+1.28%
+$115.28 
BABA Alibaba Group Holding Limited SP ADR
+1.25%
+$11.1 
HUBB Hubbell Inc.
+1.25%
+$6.34 
UPS United Parcel Service, Inc.
+1.24%
+$344.32 
MMM 3M Company
+1.21%
+$141.7 
KEYS Keysight Technologies, Inc.
+1.2%
+$338.52 
PANW Palo Alto Networks, Inc.
+1.19%
+$2,758.48 
APD Air Products and Chemicals, Inc.
+1.18%
+$123.9 
MS Morgan Stanley
+1.18%
+$216.72 
SCHC Schwab International Small-Cap Equity ETF
+1.18%
+$416.54 
IQLT iShares MSCI International Quality Factor ETF
+1.18%
+$8.4 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$40,678.97 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$76,983.75 
VTR Ventas Inc.
+1.16%
+$2.14 
EME EMCOR Group, Inc.
+1.14%
+$231.25 
EFA iShares MSCI EAFE ETF
+1.11%
+$637.84 
HBAN Huntington Bancshares Incorporated
+1.09%
+$6.84 
DX Dynex Capital Inc.
+1.09%
+$1,525.3 
VMC Vulcan Materials Company
+1.09%
+$15.35 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$1,800.68 
IWM iShares Russell 2000 ETF
+1.09%
+$728 
LSCC Lattice Semiconductor Corporation
+1.09%
+$1.4 
KNX Knight-Swift Transportation Holdings Inc.
+1.08%
+$1.5 
UTG Reaves Utility Income Fund
+1.08%
+$0.42 
FENI Fidelity Enhanced International ETF
+1.06%
+$67.32 
KFRC Kforce Inc.
+1.06%
+$1.24 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$372.06 
HCA HCA Healthcare Inc.
+1.04%
+$1,964.2 
SCHF Schwab International Equity ETF
+1.04%
+$17.98 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.04%
+$35.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$1,180.14 
INTU Intuit Inc.
+1.02%
+$582.06 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$288.92 
DE Deere & Company
+0.96%
+$118.6 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$105.63 
IMTM iShares MSCI International Momentum Factor ETF
+0.96%
+$12.24 
EPC Edgewell Personal Care Co.
+0.96%
+$1.35 
BA Boeing Company
+0.95%
+$341 
DLTR Dollar Tree, Inc.
+0.93%
+$27.83 
AME Ametek Inc.
+0.91%
+$89.31 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$299.25 
NVT nVent Electric plc
+0.91%
+$1.48 
JNJ Johnson & Johnson
+0.88%
+$8,145 
BMY Bristol-Myers Squibb Company
+0.87%
+$294 
C Citigroup Inc.
+0.87%
+$342.51 
LMT Lockheed Martin Corporation
+0.87%
+$932.88 
UNM Unum Group
+0.86%
+$93.78 
CGGR Capital Group Growth ETF
+0.86%
+$43,226.4 
LII Lennox International Inc.
+0.85%
+$37.2 
D Dominion Energy, Inc.
+0.85%
+$85.5 
MO Altria Group, Inc.
+0.85%
+$67.85 
CCI Crown Castle Inc.
+0.85%
+$59.69 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$2.68 
EMR Emerson Electric Co.
+0.84%
+$96.36 
ABBV AbbVie Inc.
+0.83%
+$319.16 
FDX FedEx Corporation
+0.83%
+$13.05 
MAGS Roundhill Magnificent Seven Fund
+0.82%
+$62.72 
PEG Public Service Enterprise Group Incorporated
+0.81%
+$20.13 
AMZN Amazon.com Inc
+0.8%
+$3,664.56 
IBIT iShares Bitcoin Trust
+0.8%
+$1,109.54 
PCAR PACCAR Inc.
+0.79%
+$9.36 
DUK Duke Energy Corporation
+0.78%
+$1,403.11 
SBAC SBA Communications Corporation
+0.78%
+$9.94 
AMT American Tower Corporation
+0.77%
+$95.04 
VTRS Viatris Inc.
+0.77%
+$11.62 
UNH UnitedHealth Group Incorporated
+0.77%
+$1,331.79 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$62.72 
TT Trane Technologies plc
+0.76%
+$72.4 
PM Philip Morris International Inc.
+0.76%
+$2,462.27 
MGNX Macrogenics Inc.
+0.75%
+$34.5 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.75%
+$51,025.71 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.75%
+$373.67 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$81.74 
GM General Motors Company
+0.73%
+$70.48 
COP ConocoPhillips
+0.73%
+$1,276.7 
ELV Elevance Health, Inc.
+0.73%
+$153.36 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.72%
+$19.32 
SPGI S&P Global Inc.
+0.72%
+$99.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$2.71 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$81.6 
PLD Prologis Inc.
+0.69%
+$122.88 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$60.48 
J Jacobs Solutions Inc.
+0.69%
+$19.8 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
+0.67%
+$128.73 
VO Vanguard Mid-Cap ETF
+0.67%
+$539 
ETR Entergy Corporation
+0.67%
+$63.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.67%
+$73.78 
NOC Northrop Grumman Corporation
+0.66%
+$1,270.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$360.36 
EXC Exelon Corporation
+0.65%
+$18.29 
GS The Goldman Sachs Group, Inc.
+0.64%
+$4,012.26 
DLR Digital Realty Trust, Inc.
+0.63%
+$56.12 
ITW Illinois Tool Works Inc.
+0.63%
+$48.36 
BLK BlackRock, Inc.
+0.63%
+$71 
COLB Columbia Banking System, Inc.
+0.63%
+$0.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$1,083.14 
BUFQ FT Nasdaq Buffer ETF July.
+0.61%
+$71,369.04 
IVV iShares Core S&P 500 ETF
+0.6%
+$1,258.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$31,972.98 
KLIC Kulicke & Soffa Industries, Inc.
+0.6%
+$1.62 
VOO Vanguard S&P 500 ETF
+0.59%
+$13,662.47 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$829.92 
FTQI First Trust Nasdaq BuyWrite Fund
+0.59%
+$2,720.64 
NFLX Netflix, Inc.
+0.58%
+$1,222.06 
PWR Quanta Services Inc.
+0.58%
+$34.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$2,018.37 
EQR Equity Residential
+0.56%
+$29.97 
ECL Ecolab Inc.
+0.55%
+$48.67 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$747.18 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+0.55%
+$263.71 
TECH Bio-Techne Corporation
+0.55%
+$0.4 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.54%
+$3,357.38 
CGDV Capital Group Dividend Value ETF
+0.53%
+$76,069.8 
PAVE Global X U.S. Infrastructure Development ETF
+0.52%
+$1,627.79 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$7.65 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.51%
+$6.51 
XLU Utilities Select Sector SPDR Fund
+0.51%
+$22.22 
DON WisdomTree U.S. MidCap Dividend Fund
+0.5%
+$11.6 
AVB AvalonBay Communities, Inc.
+0.5%
+$0.93 
BALL Ball Corp.
+0.49%
+$3.1 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.49%
+$267.4 
BNOV FGCI Inc.
+0.48%
+$1,280.05 
IYR iShares U.S. Real Estate ETF
+0.48%
+$22 
CGUS Capital Group Core Equity ETF
+0.48%
+$1.1 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$11.4 
IHI iShares U.S. Medical Devices ETF
+0.47%
+$14.28 
PRF Invesco FTSE RAFI US 1000 ETF
+0.47%
+$340.6 
SPG Simon Property Group, Inc.
+0.46%
+$55.62 
FTLS First Trust Long/Short Equity ETF
+0.46%
+$35,358.75 
JBHT J.B. Hunt Transport Services, Inc.
+0.45%
+$44.77 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.45%
+$0.84 
EW Edwards Lifesciences Corporation
+0.45%
+$7.2 
CSCO Cisco Systems, Inc.
+0.45%
+$899.64 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.45%
+$915.17 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.43%
+$1,295.4 
ICF iShares Cohen & Steers Realty Majors ETF
+0.43%
+$737.79 
FTBI First Trust Balanced Income ETF
+0.43%
+$14.48 
VTV Vanguard Value ETF
+0.43%
+$29,078.79 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.43%
+$653.82 
DGRO iShares Core Dividend Growth ETF
+0.42%
+$13.06 
PEP PepsiCo, Inc.
+0.42%
+$65.77 
SCHH Schwab U.S. REIT ETF
+0.42%
+$6.1 
CTAS Cintas Corporation
+0.41%
+$24.9 
WELL Welltower Inc.
+0.41%
+$50.44 
SBUX Starbucks Corporation
+0.41%
+$97.18 
BC Brunswick Corporation
+0.41%
+$9.24 
OGN Organon & Co.
+0.41%
+$0.11 
PSA Public Storage Common Stock
+0.4%
+$7.8 
PFF iShares Preferred and Income Securities ETF
+0.39%
+$3.96 
AEP American Electric Power Company, Inc.
+0.39%
+$49.98 
BDEC Innovator U.S. Equity Buffer ETF
+0.38%
+$2,547.9 
PH Parker-Hannifin Corporation
+0.38%
+$69.02 
BAUG Innovator U.S. Equity Buffer ETF
+0.38%
+$1,237.53 
STLD Steel Dynamics Inc.
+0.38%
+$5.94 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$764.75 
BJUL Innovator U.S. Equity Buffer ETF
+0.37%
+$2,517.35 
NDSN Nordson Corporation
+0.36%
+$19.04 
ICE Intercontinental Exchange, Inc.
+0.36%
+$0.54 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.36%
+$2,244.78 
T AT&T Inc.
+0.36%
+$608.35 
AWK American Water Works Company, Inc.
+0.35%
+$1.88 
ES Eversource Energy
+0.35%
+$5.5 
ROST Ross Stores, Inc.
+0.34%
+$84.39 
UAL United Airlines Holdings, Inc.
+0.34%
+$10.56 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$1,029.2 
BUFG FT Vest Buffered Allocation Fund
+0.34%
+$61.83 
VLTO Veralto Corporation
+0.34%
+$11.22 
FVD First Trust Value Line Dividend Index Fund
+0.34%
+$1,592.73 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.34%
+$874.56 
TROW T. Rowe Price Group, Inc.
+0.33%
+$11.02 
BMAY Innovator U.S. Equity Buffer Fund
+0.33%
+$1,211.03 
JPM JPMorgan Chase & Co.
+0.33%
+$1,774.91 
AEIS Advanced Energy Industries Inc.
+0.33%
+$1.06 
META Meta Platforms Inc Class A
+0.33%
+$384.91 
DMAY FT Vest US Equity Deep Buffer Fund
+0.32%
+$454.41 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$4.32 
HNDL NASDAQ 7 Handl Index ETF
+0.32%
+$897.77 
CZR Caesars Entertainment, Inc.
+0.32%
+$0.29 
IEX IDEX Corporation
+0.31%
+$3.65 
KEY KeyCorp
+0.31%
+$20.86 
CFG Citizens Financial Group, Inc.
+0.3%
+$8.14 
AAPL Apple Inc.
+0.29%
+$3,724.16 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.29%
+$7,680.48 
BFEB Innovator U.S. Equity Buffer ETF
+0.28%
+$921.68 
FMHI First Trust Municipal High Income Fund
+0.28%
+$226.33 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.28%
+$175.09 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$234.08 
CL Colgate-Palmolive Company
+0.28%
+$43.42 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$665.16 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.28%
+$1,207.65 
FMB First Trust Managed Municipal Fund
+0.28%
+$566.44 
GJUN FT Vest US Equity Moderate Fund
+0.27%
+$46.84 
BAPR Innovator U.S. Equity Buffer ETF
+0.27%
+$77.53 
MUB iShares National Muni Bond ETF
+0.27%
+$278.73 
UMAY Innovator U.S. Equity Ultra Fund
+0.26%
+$1,152.54 
KVUE Kenvue Inc.
+0.26%
+$2.35 
FTCS First Trust Capital Strength ETF
+0.26%
+$5,231.72 
BAC Bank of America Corporation
+0.25%
+$402.88 
FAPR FT Vest U.S. Equity Buffer ETF
+0.25%
+$77.28 
UDEC Innovator U.S. Equity Ultra Fund
+0.25%
+$5,675.98 
GNOV FT Vest US Equity Moderate B Fund
+0.25%
+$121.25 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.25%
+$315 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.24%
+$480.26 
BUFR FT Vestladder Buffer ETF-USD I
+0.24%
+$45,597.6 
O Realty Income Corporation
+0.24%
+$12.9 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$81.54 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.24%
+$60.36 
IEF iShares 7-10 Year Treasury Bond ETF
+0.24%
+$873.18 
KO The Coca-Cola Company
+0.24%
+$607.83 
SFLR Innovator Equity Managed Floor ETF
+0.23%
+$1,527.12 
UAUG Innovator U.S. Equity Ultra Fund
+0.23%
+$646.59 
CDNS Cadence Design Systems, Inc.
+0.22%
+$32.25 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.21%
+$513.15 
UAPR Innovator U.S. Equity Ultra ETF
+0.21%
+$2,995.5 
NUE Nucor Corporation
+0.21%
+$22.23 
REG Regency Centers Corporation
+0.21%
+$7.2 
XLI Industrial Select Sector SPDR Fund
+0.21%
+$17.1 
DIS The Walt Disney Company
+0.2%
+$88.15 
DT Dynatrace, Inc.
+0.2%
+$0.3 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.2%
+$592.2 
UFEB Innovator U.S. Equity Ultra ETF
+0.2%
+$1,230.16 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.2%
+$13,060.53 
FE FirstEnergy Corp.
+0.2%
+$3.8 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.2%
+$57.12 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.2%
+$6.21 
HYLS FT Tactical High Yield ETF
+0.2%
+$885.36 
UJAN Innovator U.S. Equity Ultra Fund
+0.2%
+$4,516.74 
UNOV Innovator U.S. Equity Ultra Fund
+0.2%
+$1,018.24 
ITM VanEck Intermediate Muni ETF
+0.2%
+$5.58 
EQT EQT Corporation
+0.19%
+$0.1 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.19%
+$262.75 
LUV Southwest Airlines Co.
+0.19%
+$0.18 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$4.18 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$1.54 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.19%
+$2,874.18 
GMAR FT Vest US Equity Moderate B Fund
+0.19%
+$47.9 
SPHQ Invesco S&P 500 Quality ETF
+0.19%
+$17.76 
BMAR Innovator U.S. Equity Buffer ETF
+0.18%
+$276.8 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.18%
+$64.45 
USB U.S. Bancorp
+0.18%
+$18.63 
GFEB FT VEST US Equity Moderate Fund
+0.17%
+$1,000.58 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$15,577.2 
FMAR FT Vest U.S. Equity Buffer ETF
+0.16%
+$43.53 
BSEP Innovator U.S. Equity Buffer ETF
+0.16%
+$513.57 
MRK Merck & Co., Inc.
+0.16%
+$83.6 
TPR Tapestry Inc.
+0.15%
+$393.5 
UJUN Innovator U.S. Equity Ultra Fund
+0.15%
+$1,892.34 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.15%
+$87.75 
ORLY O'Reilly Automotive Inc.
+0.15%
+$36.26 
UOCT Innovator U.S. Equity Ultra Fund
+0.15%
+$4,069.14 
MARM Ftv Estus Max Buff ETF March
+0.15%
+$147.3 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$12.54 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.14%
+$305.22 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$76.02 
VZ Verizon Communications Inc.
+0.13%
+$57.06 
RF Regions Financial Corporation
+0.13%
+$8.36 
XMAR FT Vest US Equity Enhanced Fund
+0.13%
+$291.5 
RDVY First Trust Rising Dividend Achievers ETF
+0.12%
+$8,715.2 
XNOV FT Vest US Equity Enhanced Fund
+0.11%
+$43.87 
XYLD Global X S&P 500 Covered Call ETF
+0.11%
+$500 
ETN Eaton Corporation plc
+0.11%
+$19.68 
MTB M&T Bank Corporation
+0.1%
+$7.25 
XOCT FT VEST US Equity Enhance & Income Fund
+0.1%
+$113.36 
BUFF Innovator Laddered Allocation Fund
+0.09%
+$347.65 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.09%
+$914.86 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$1,662.5 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.09%
+$690.98 
USEP Innovator U.S. Equity Ultra ETF
+0.08%
+$353.25 
FAUG FT Vest U.S. Equity Buffer ETF
+0.08%
+$251.71 
EXPD Expeditors International of Washington, Inc.
+0.08%
+$1.82 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$205.34 
ZAUG Innovator Equity Protector ETF - August Series
+0.07%
+$185.72 
GOCT FT Vest US Equity Moderate Fund
+0.07%
+$66.36 
ZJAN Innovator Defined Wealth Shield ETF
+0.07%
+$13.6 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.07%
+$202.65 
CARR Carrier Global Corporation
+0.06%
+$0.88 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.06%
+$235.59 
NEE NextEra Energy, Inc.
+0.06%
+$7.75 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$660.48 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.06%
+$12.05 
GAUG FT Vest US Equity Moderate Fund
+0.05%
+$104.92 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$500.32 
AVNS Avanos Medical Inc.
+0.04%
+$0.05 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$11.55 
FTSL First Trust Senior Loan ETF
+0.03%
+$3.1 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$20.48 
CNP CenterPoint Energy Inc.
+0.03%
+$0.32 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.03%
+$3.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$0.87 
ZMAY Innovator EDP ETF -1 Yr May
+0.02%
+$2.44 
UMAR Innovator U.S. Equity Ultra Fund
+0.02%
+$244.77 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1.54 
PGR Progressive Corporation
+0.01%
+$3.63 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.01%
+$4.99 
CMI Cummins Inc.
+0.01%
+$0.8 
MSFT Microsoft Corp.
+0.01%
+$36.89 
EA Electronic Arts Inc.
0%
$0 
LAND Gladstone Land Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ZNOV
ZNOV
0%
$0 ZJUL
ZJUL
0%
$0 ZSEP
ZSEP
0%
$0 ZOCT
ZOCT
0%
$0 ZFEB
ZFEB
0%
$0 ZAPR
ZAPR
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 
ZTS Zoetis Inc.
-5.97%
-$4.61 
CYTK Cytokinetics, Incorporated
-5.71%
-$4.65 
STX Seagate Technology Holdings plc
-4.73%
-$4,236.75 
MNST Monster Beverage Corporation
-4.06%
-$175.72 
NWSA News Corporation
-3.94%
-$4.68 
WDC Western Digital Corporation
-3.83%
-$2,178.54 
SNDK SanDisk Corporation
-3.59%
-$2,032.65 
DOW Dow Inc.
-3.17%
-$15.36 
LYB LyondellBasell Industries N.V.
-3%
-$1.84 
ALL Allstate Corporation
-2.97%
-$269.61 
ILMN Illumina, Inc.
-2.94%
-$5.69 
HWM Howmet Aerospace Inc.
-2.71%
-$431.2 
CMG Chipotle Mexican Grill, Inc.
-2.7%
-$19.11 
NSC Norfolk Southern Corporation
-2.34%
-$200.5 
MA Mastercard Incorporated
-2.29%
-$607.2 
MET MetLife Inc.
-2.18%
-$146.06 
V Visa Inc. Class A
-2.18%
-$4,995.34 
DPZ Domino's Pizza Inc.
-2.05%
-$2,524.47 
SLB Schlumberger Limited
-1.98%
-$134.64 
ANET Arista Networks, Inc.
-1.93%
-$1,034.16 
HAL Halliburton Company
-1.92%
-$73.75 
BKR Baker Hughes Company
-1.9%
-$169.69 
WMB The Williams Companies, Inc.
-1.9%
-$2.73 
NI NiSource Inc.
-1.76%
-$123.93 
PFG Principal Financial Group, Inc.
-1.73%
-$26 
CAT Caterpillar Inc.
-1.72%
-$7,806.92 
OKE ONEOK, Inc.
-1.72%
-$31.71 
AFL Aflac Inc.
-1.63%
-$286.34 
MAR Marriott International Inc. - Class A
-1.58%
-$471.86 
TMUS T-Mobile US, Inc.
-1.56%
-$112.4 
VLO Valero Energy Corporation
-1.56%
-$222.31 
JCI Johnson Controls International plc
-1.52%
-$274.95 
AIG American International Group Inc.
-1.5%
-$103.2 
BP BP p.l.c. Sponsored ADR
-1.44%
-$129.32 
IR Ingersoll Rand Inc.
-1.44%
-$2.54 
CVX Chevron Corporation
-1.42%
-$988.92 
KMI Kinder Morgan, Inc.
-1.41%
-$173.8 
COR Cencora, Inc.
-1.39%
-$49.83 
HLT Hilton Worldwide Holdings Inc.
-1.37%
-$343.2 
BMRC Bank of Marin Bancorp
-1.25%
-$1.08 
XOM Exxon Mobil Corporation
-1.22%
-$2,611.3 
PYPL PayPal Holdings Inc
-1.2%
-$1.44 
GE General Electric Company
-1.2%
-$513 
FIX Comfort Systems USA, Inc.
-1.19%
-$40.8 
AMD Advanced Micro Devices, Inc.
-1.19%
-$1,102 
KDP Keurig Dr Pepper Inc.
-1.19%
-$113.76 
WAB Wabtec Corporation
-1.17%
-$62.28 
XLE Energy Select Sector SPDR Fund
-1.17%
-$174.76 
EOG EOG Resources, Inc.
-1.09%
-$59.6 
FLEX Flex Ltd.
-1.09%
-$9.38 
FDXF FedEx Freight Holding Company Inc.
-1.09%
-$3.18 
COF Capital One Financial Corporation
-1.07%
-$148.05 
CB Chubb Limited
-1.05%
-$267.84 
YUM Yum! Brands, Inc.
-1.04%
-$914.25 
ATO Atmos Energy Corporation
-1.04%
-$7.16 
KR Kroger Co.
-1.03%
-$2.36 
NTAP NetApp, Inc.
-1.03%
-$1.97 
VRT Vertiv Holdings Co
-1.03%
-$65.09 
GEV GE Vernova Inc.
-1.02%
-$335.94 
EQIX Equinix, Inc.
-0.99%
-$31.23 
GOOGL Alphabet Inc
-0.98%
-$3,206 
IXC iShares Global Energy ETF
-0.94%
-$439.62 
GOOG Alphabet Inc
-0.91%
-$6,185.43 
MRSH Marsh & McLennan Companies, Inc.
-0.91%
-$33.25 
ED Consolidated Edison, Inc.
-0.9%
-$11.76 
CBOE Cboe Global Markets Inc.
-0.9%
-$116.55 
CSX CSX Corporation
-0.87%
-$48.4 
HIG The Hartford Insurance Group, Inc.
-0.86%
-$1.25 
APH Amphenol Corporation
-0.84%
-$424.8 
FANG Diamondback Energy Inc
-0.84%
-$68.37 
ACGL Arch Capital Group Ltd
-0.84%
-$19.09 
RPRX Royalty Pharma plc
-0.83%
-$0.95 
PG Procter & Gamble Co
-0.82%
-$876.03 
ADP Automatic Data Processing Inc.
-0.79%
-$19.53 
PSX Phillips 66
-0.79%
-$27.71 
UNP Union Pacific Corporation
-0.78%
-$175.56 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$123 
WRB W.R. Berkley Corporation
-0.75%
-$88.02 
HTH Hilltop Holdings Inc.
-0.74%
-$0.87 
TOST Toast Inc.
-0.73%
-$1.02 
KRNY Kearny Financial Corp.
-0.73%
-$0.7 
DAL Delta Air Lines, Inc.
-0.72%
-$73.92 
NKE Nike, Inc. - Class B
-0.71%
-$11.1 
ZBH Zimmer Biomet Holdings, Inc.
-0.69%
-$28.81 
IRM Iron Mountain Inc.
-0.67%
-$220.58 
PR Permian Resources Corporation
-0.66%
-$1.47 
MCD McDonald's Corporation
-0.64%
-$433.1 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.62%
-$0.36 
WM Waste Management, Inc.
-0.58%
-$774.52 
LLY Eli Lilly and Company
-0.58%
-$411.6 
CVS CVS Health Corporation
-0.56%
-$57.78 
SRE Sempra
-0.56%
-$44.65 
VST Vistra Corp
-0.55%
-$31.2 
KKR KKR & Co. Inc.
-0.54%
-$85.68 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$840.19 
CAH Cardinal Health Inc.
-0.53%
-$64.26 
VNT Vontier Corporation
-0.51%
-$0.36 
ITT Itt Inc.
-0.51%
-$1.08 
MGM MGM Resorts International
-0.5%
-$0.45 
AXP American Express Company
-0.47%
-$811.21 
TJX The TJX Companies, Inc.
-0.47%
-$222.73 
UUP Invesco DB US Dollar Index Bullish Fund
-0.46%
-$21.32 
TFC Truist Financial Corporation
-0.46%
-$1.44 
MU Micron Technology, Inc.
-0.44%
-$707.7 
APO Apollo Global Management, Inc.
-0.44%
-$63.84 
TRV The Travelers Companies, Inc.
-0.43%
-$491.18 
HST Host Hotels & Resorts Inc.
-0.43%
-$31.9 
HSY The Hershey Company
-0.41%
-$0.75 
WFC Wells Fargo & Company
-0.41%
-$78.81 
MPC Marathon Petroleum Corporation
-0.36%
-$42.12 
WEC WEC Energy Group Inc.
-0.33%
-$3.24 
DVN Devon Energy Corporation
-0.33%
-$0.56 
FTNT Fortinet Inc.
-0.3%
-$0.49 
MDLZ Mondelez International, Inc.
-0.25%
-$21.39 
CMS CMS Energy Corporation
-0.23%
-$9.76 
OXY Occidental Petroleum Corporation
-0.22%
-$17.63 
WMT Walmart Inc.
-0.22%
-$536 
AVT Avnet Inc.
-0.22%
-$0.42 
SO The Southern Company
-0.21%
-$21 
RCL Royal Caribbean Group
-0.18%
-$60.99 
PRU Prudential Financial, Inc.
-0.17%
-$0.21 
EWBC East West Bancorp Inc.
-0.17%
-$0.22 
COST Costco Wholesale Corporation
-0.14%
-$406.65 
ABT Abbott Laboratories
-0.14%
-$22.65 
BDX Becton, Dickinson and Company
-0.13%
-$6.44 
STT State Street Corp
-0.13%
-$5.04 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$11.84 
CHD Church & Dwight Co., Inc.
-0.13%
-$1.17 
RTX RTX Corporation
-0.12%
-$244.62 
NDAQ Nasdaq, Inc.
-0.11%
-$19.64 
CMBS iShares CMBS ETF
-0.1%
-$1.6 
SYF Synchrony Financial
-0.09%
-$0.14 
SPLV Invesco S&P 500 Low Volatility ETF
-0.08%
-$34.92 
DTE DTE Energy Company
-0.07%
-$2 
PAYX Paychex Inc.
-0.07%
-$4.08 
SYY Sysco Corporation
-0.07%
-$3.66 
SCHW Charles Schwab Corporation
-0.07%
-$6.37 
CTVA Corteva Inc.
-0.05%
-$3.12 
XYZ Block, Inc.
-0.05%
-$6.28 
LIN Linde plc
-0.05%
-$11.73 
SOLV Solventum Corporation
-0.04%
-$12.36 
RINF ProShares Inflation Expectations ETF
-0.03%
-$0.2 
IHE iShares U.S. Pharmaceuticals ETF
-0.03%
-$1.71 
BKLN Invesco Senior Loan ETF
-0.02%
-$42.73 
MRGR ProShares Merger ETF
-0.01%
-$0.99 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 2190 | Longs Won 1427/2190 65% | Profit Factor 23.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $112,997.63 |
| Average Win $24,761.52 | Best Trade (Aug 14) $3.16M | Sharpe Ratio -47.41 |
| Average Loss -$1,957.55 | Worst Trade (Mar 30) -$51,818 | Z-Score 14.88 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $15,452.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 91 | $11,426.67 | $13,283.27 | - | $1,856.6 | 16.25% | +3.276% |
| AA Alcoa Corporation | 2 | $104 | $100.36 | - | -$3.64 | -3.5% | +5.687% |
| AAPL Apple Inc. | 4,048 | $1.01M | $1.27M | - | $262,412.12 | 26.09% | +0.294% |
| ABBV AbbVie Inc. | 158 | $39,643.25 | $38,850.62 | - | -$792.63 | -2% | +0.828% |
| ABNB Airbnb, Inc. | 174 | $22,386.75 | $30,987.66 | - | $8,600.91 | 38.42% | +17.443% |
| ABT Abbott Laboratories | 151 | $15,665.62 | $16,279.31 | - | $613.69 | 3.92% | -0.139% |
| ACGL Arch Capital Group Ltd | 23 | $2,212.17 | $2,264.58 | - | $52.41 | 2.37% | -0.836% |
| ACLS Axcelis Technologies, Inc. | 1 | $189 | $140.06 | - | -$48.94 | -25.89% | +2.488% |
| ADBE Adobe Inc. | 220 | $96,558.36 | $58,333 | - | -$38,225.36 | -39.59% | +1.887% |
| ADI Analog Devices, Inc. | 118 | $33,855.55 | $45,997.58 | - | $12,142.03 | 35.86% | +3.313% |
| ADP Automatic Data Processing Inc. | 9 | $2,016 | $2,442.06 | - | $426.06 | 21.13% | -0.793% |
| AEIS Advanced Energy Industries Inc. | 1 | $373 | $324.97 | - | -$48.03 | -12.88% | +0.327% |
| AEM Agnico Eagle Mines Limited | 36 | $2,815.56 | $6,438.96 | - | $3,623.4 | 128.69% | +6.515% |
| AEP American Electric Power Company, Inc. | 102 | $12,952.94 | $12,826.5 | - | -$126.44 | -0.98% | +0.391% |
| AFL Aflac Inc. | 139 | $15,222.17 | $17,319.4 | - | $2,097.23 | 13.78% | -1.626% |
| AIG American International Group Inc. | 86 | $6,553.81 | $6,774.22 | - | $220.41 | 3.36% | -1.501% |
| AIQ Global X Artificial Intelligence & Technology ETF | 277 | $12,643.62 | $17,553.49 | - | $4,909.87 | 38.83% | +2.292% |
| ALB Albemarle Corporation | 19 | $2,681.05 | $2,492.99 | - | -$188.06 | -7.01% | +4.616% |
| ALL Allstate Corporation | 33 | $6,697 | $8,809.02 | - | $2,112.02 | 31.54% | -2.97% |
| AMAT Applied Materials, Inc. | 183 | $55,526.9 | $98,691.9 | - | $43,165 | 77.74% | +2.241% |
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FAQ
Which stocks have generated the highest profits for Nathan Edwards?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $1.33M, Invesco QQQ Trust, Series 1 - $922,360.93, Vanguard S&P 500 ETF - $680,866.25, SPDR Gold Shares - $377,173.3, and First Trust Capital Strength ETF - $331,871.57. 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: The Trade Desk, Inc. Class A - $51,818, C3.ai Inc - $30,252, Microsoft Corp - $28,735.88, Merck & Co., Inc - $27,675.31, and UnitedHealth Group Incorporated - $26,930.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathan Edwards's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.09M earned over time. The largest contributors to dividend income include First Trust Dow Jones Global Select Dividend Index Fund - $296,517.97, Capital Group Dividend Value ETF - $194,869.34, First Trust Enhanced Short Maturity Fund - $173,516.39, First Trust SMID Cap Rising Dividend Achievers ETF - $84,485.58, and Vanguard S&P 500 ETF - $78,752.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathan Edwards's monthly returns?
Nathan Edwards's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Nathan Edwards's strategy be considered aggressive or moderate?
Nathan Edwards'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 Nathan Edwards's strategy?
Nathan Edwards's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
