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
Automatically Tracked
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:
30.3%
Gain -0.92%
Monthly
1.24%
Yearly
15.92%
Drawdown
14.02%
$180.81M
Equity
Holdings
$180.81M
Investment
$152.51M
$32.96M
Profit -$1.28M
Realized
$4.66M
Unrealized
$28.3M
Dividends
$2.47M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$1.28M
Win %
66%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$2.13M
Win %
66%
This Month
Compared to last month
Gain
0.06%
Profit
$99,340.75
Win %
66%
This Year
Compared to last year
Gain
0.77%
Profit
$1.38M
Win %
65%
AA Alcoa Corporation
+4.34%
+$3.51 
PR Permian Resources Corporation
+3.75%
+$9.73 
FANG Diamondback Energy Inc
+3.65%
+$307.02 
KMI Kinder Morgan, Inc.
+3.46%
+$448.32 
BP BP p.l.c. Sponsored ADR
+3.37%
+$346.62 
EQT EQT Corporation
+3.37%
+$1.77 
HONA Honeywell Aerospace Inc.
+3.36%
+$169.95 
COP ConocoPhillips
+3.25%
+$6,924.22 
NI NiSource Inc.
+3.16%
+$211.41 
EOG EOG Resources, Inc.
+3.03%
+$185.2 
RTX RTX Corporation
+3.01%
+$5,091.72 
DVN Devon Energy Corporation
+2.92%
+$5.76 
SWKS Skyworks Solutions Inc.
+2.91%
+$2.31 
NOC Northrop Grumman Corporation
+2.85%
+$4,798.88 
LMT Lockheed Martin Corporation
+2.78%
+$2,721.36 
OXY Occidental Petroleum Corporation
+2.78%
+$237.59 
FDXF FedEx Freight Holding Company Inc.
+2.71%
+$6 
OKE ONEOK, Inc.
+2.69%
+$51.24 
BKR Baker Hughes Company
+2.6%
+$200.93 
SLB Schlumberger Limited
+2.49%
+$159.06 
RPRX Royalty Pharma plc
+2.41%
+$2.87 
CCI Crown Castle Inc.
+2.37%
+$178.6 
CMS CMS Energy Corporation
+2.37%
+$96.69 
VGNT Versigent plc
+2.27%
+$1.98 
CVX Chevron Corporation
+2.25%
+$1,822.86 
XLE Energy Select Sector SPDR Fund
+2.23%
+$381.64 
LYB LyondellBasell Industries N.V.
+2.08%
+$1.3 
IXC iShares Global Energy ETF
+2.06%
+$1,090.43 
PM Philip Morris International Inc.
+2.05%
+$7,092.08 
HAL Halliburton Company
+1.99%
+$77.29 
XOM Exxon Mobil Corporation
+1.94%
+$4,671.43 
USB U.S. Bancorp
+1.93%
+$179.01 
PEP PepsiCo, Inc.
+1.92%
+$279.11 
F Ford Motor Company
+1.91%
+$22.8 
WEC WEC Energy Group Inc.
+1.9%
+$18.09 
PEG Public Service Enterprise Group Incorporated
+1.87%
+$43.4 
CBOE Cboe Global Markets Inc.
+1.87%
+$258.75 
AEP American Electric Power Company, Inc.
+1.85%
+$234.6 
EXC Exelon Corporation
+1.85%
+$48.67 
AMT American Tower Corporation
+1.79%
+$234 
DUK Duke Energy Corporation
+1.76%
+$3,046.13 
GD General Dynamics Corporation
+1.73%
+$162.96 
SO The Southern Company
+1.73%
+$161.7 
ATO Atmos Energy Corporation
+1.71%
+$11.18 
ED Consolidated Edison, Inc.
+1.69%
+$22.26 
TJX The TJX Companies, Inc.
+1.67%
+$710.95 
PPL PPL Corporation
+1.65%
+$53.58 
CNP CenterPoint Energy Inc.
+1.58%
+$20.16 
TFC Truist Financial Corporation
+1.55%
+$4.32 
VMC Vulcan Materials Company
+1.53%
+$19.3 
SBAC SBA Communications Corporation
+1.46%
+$18.8 
SRE Sempra
+1.44%
+$112.1 
NEM Newmont Corporation
+1.42%
+$113.5 
PSX Phillips 66
+1.42%
+$69.87 
TMUS T-Mobile US, Inc.
+1.38%
+$86.8 
AWK American Water Works Company, Inc.
+1.36%
+$7.26 
HST Host Hotels & Resorts Inc.
+1.36%
+$103.67 
GE General Electric Company
+1.32%
+$468.54 
MDLZ Mondelez International, Inc.
+1.32%
+$114.54 
MO Altria Group, Inc.
+1.31%
+$114.46 
COST Costco Wholesale Corporation
+1.3%
+$3,812.25 
ALL Allstate Corporation
+1.3%
+$102.63 
KO The Coca-Cola Company
+1.25%
+$3,409.75 
MRK Merck & Co., Inc.
+1.25%
+$756.58 
WMB The Williams Companies, Inc.
+1.24%
+$1.72 
D Dominion Energy, Inc.
+1.24%
+$117 
CRH CRH plc
+1.22%
+$17 
AIG American International Group Inc.
+1.21%
+$82.56 
MET MetLife Inc.
+1.2%
+$80.4 
NUE Nucor Corporation
+1.18%
+$117.39 
FE FirstEnergy Corp.
+1.14%
+$20.8 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$47.98 
VZ Verizon Communications Inc.
+1.13%
+$475.5 
ES Eversource Energy
+1.11%
+$16.17 
PNC The PNC Financial Services Group, Inc.
+1.07%
+$85.28 
VTRS Viatris Inc.
+1.04%
+$17.7 
NEE NextEra Energy, Inc.
+1.04%
+$127.1 
ACGL Arch Capital Group Ltd
+1.04%
+$23.69 
ROST Ross Stores, Inc.
+1%
+$227.95 
DTE DTE Energy Company
+0.99%
+$25.5 
WFC Wells Fargo & Company
+0.99%
+$182.04 
HIG The Hartford Insurance Group, Inc.
+0.99%
+$1.31 
XEL Xcel Energy Inc.
+0.98%
+$0.74 
KR Kroger Co.
+0.98%
+$2.46 
CMI Cummins Inc.
+0.95%
+$80.96 
PKG Packaging Corporation of America
+0.93%
+$4.34 
ETR Entergy Corporation
+0.92%
+$86.4 
MAR Marriott International Inc. - Class A
+0.92%
+$295.48 
VTR Ventas Inc.
+0.91%
+$1.54 
JPM JPMorgan Chase & Co.
+0.9%
+$4,596.51 
APTV Aptiv PLC
+0.9%
+$2.83 
LIN Linde plc
+0.9%
+$225.16 
COF Capital One Financial Corporation
+0.89%
+$110.88 
DEO Diageo plc Sponsored ADR
+0.87%
+$12.3 
BMRC Bank of Marin Bancorp
+0.87%
+$0.69 
DRI Darden Restaurants, Inc.
+0.86%
+$144.3 
KHC The Kraft Heinz Company
+0.86%
+$29.6 
WMT Walmart Inc.
+0.85%
+$2,144 
HD The Home Depot, Inc.
+0.85%
+$1,242.36 
PGR Progressive Corporation
+0.84%
+$217.8 
DEI Douglas Emmett Inc.
+0.83%
+$0.88 
PSTL Postal Realty Trust, Inc.
+0.83%
+$0.54 
PSA Public Storage Common Stock
+0.82%
+$14.58 
STLD Steel Dynamics Inc.
+0.81%
+$11.76 
TRV The Travelers Companies, Inc.
+0.81%
+$920.4 
PCG PG&E Corporation
+0.81%
+$30.77 
DOW Dow Inc.
+0.81%
+$3.84 
HWM Howmet Aerospace Inc.
+0.8%
+$96.25 
AFL Aflac Inc.
+0.77%
+$125.79 
EIX Edison International
+0.75%
+$17.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$2,655.77 
JNJ Johnson & Johnson
+0.73%
+$6,715.1 
BNY BlackRock New York Municipal Income Trust
+0.72%
+$103 
O Realty Income Corporation
+0.72%
+$34.4 
MNST Monster Beverage Corporation
+0.72%
+$29.9 
TT Trane Technologies plc
+0.71%
+$65 
PG Procter & Gamble Co
+0.7%
+$799.7 
ABBV AbbVie Inc.
+0.69%
+$311.26 
HSY The Hershey Company
+0.69%
+$1.17 
STZ Constellation Brands, Inc.
+0.69%
+$756.5 
C Citigroup Inc.
+0.69%
+$248.43 
MRSH Marsh & McLennan Companies, Inc.
+0.68%
+$24.04 
VLO Valero Energy Corporation
+0.67%
+$139.12 
SPLV Invesco S&P 500 Low Volatility ETF
+0.67%
+$285.18 
CB Chubb Limited
+0.66%
+$167.04 
PCAR PACCAR Inc.
+0.65%
+$6.48 
LLY Eli Lilly and Company
+0.63%
+$474.6 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$964.27 
GEV GE Vernova Inc.
+0.61%
+$185.13 
BLK BlackRock, Inc.
+0.6%
+$67.85 
CARR Carrier Global Corporation
+0.6%
+$7.26 
ORLY O'Reilly Automotive Inc.
+0.59%
+$134.68 
DPZ Domino's Pizza Inc.
+0.58%
+$607.11 
FVD First Trust Value Line Dividend Index Fund
+0.58%
+$2,670.16 
SPGI S&P Global Inc.
+0.58%
+$83.64 
BHP BHP Group Ltd.
+0.57%
+$18.52 
MCHP Microchip Technology Incorporated
+0.57%
+$259.56 
LOW Lowe's Companies Inc.
+0.56%
+$1,111.42 
ZTS Zoetis Inc.
+0.56%
+$0.43 
KVUE Kenvue Inc.
+0.51%
+$4.46 
GM General Motors Company
+0.5%
+$46.62 
FAST Fastenal Co.
+0.5%
+$0.75 
CI The Cigna Group
+0.48%
+$15.95 
T AT&T Inc.
+0.48%
+$805.16 
CL Colgate-Palmolive Company
+0.46%
+$71.81 
KEY KeyCorp
+0.45%
+$26.82 
REG Regency Centers Corporation
+0.44%
+$14.4 
HLT Hilton Worldwide Holdings Inc.
+0.41%
+$110.76 
SPG Simon Property Group, Inc.
+0.41%
+$44.82 
PH Parker-Hannifin Corporation
+0.4%
+$64.77 
ICE Intercontinental Exchange, Inc.
+0.4%
+$0.62 
AAPL Apple Inc.
+0.39%
+$5,383.84 
ITW Illinois Tool Works Inc.
+0.39%
+$27.3 
FTCS First Trust Capital Strength ETF
+0.39%
+$7,646.36 
RINF ProShares Inflation Expectations ETF
+0.38%
+$2.48 
V Visa Inc. Class A
+0.38%
+$934.7 
MPC Marathon Petroleum Corporation
+0.38%
+$70.2 
AVDV Avantis International Small Cap Value ETF
+0.37%
+$7,141.99 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.35%
+$210.1 
TXN Texas Instruments Inc
+0.35%
+$297.92 
RF Regions Financial Corporation
+0.35%
+$19.86 
UTG Reaves Utility Income Fund
+0.34%
+$0.12 
TPR Tapestry Inc.
+0.34%
+$637.47 
BALL Ball Corp.
+0.33%
+$2.1 
SYF Synchrony Financial
+0.32%
+$0.47 
DLTR Dollar Tree, Inc.
+0.31%
+$8.97 
HBAN Huntington Bancshares Incorporated
+0.29%
+$1.62 
WRB W.R. Berkley Corporation
+0.28%
+$34.23 
HTH Hilltop Holdings Inc.
+0.27%
+$0.3 
ZBH Zimmer Biomet Holdings, Inc.
+0.26%
+$10.54 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.26%
+$8.6 
PFE Pfizer Inc.
+0.26%
+$73.72 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.24%
+$1,934.73 
APD Air Products and Chemicals, Inc.
+0.24%
+$25.02 
ISRG Intuitive Surgical, Inc.
+0.23%
+$2.92 
APO Apollo Global Management, Inc.
+0.22%
+$28.5 
ICF iShares Cohen & Steers Realty Majors ETF
+0.22%
+$350.14 
DGRO iShares Core Dividend Growth ETF
+0.22%
+$6.63 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.21%
+$582.93 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.2%
+$81.7 
MRGR ProShares Merger ETF
+0.19%
+$14.7 
SCHH Schwab U.S. REIT ETF
+0.18%
+$2.44 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$2.52 
PCT PureCycle Technologies, Inc.
+0.16%
+$1.43 
EWBC East West Bancorp Inc.
+0.15%
+$0.19 
ZAUG Innovator Equity Protector ETF - August Series
+0.14%
+$371.44 
ADP Automatic Data Processing Inc.
+0.13%
+$3.42 
FMHI First Trust Municipal High Income Fund
+0.13%
+$96.95 
CAT Caterpillar Inc.
+0.12%
+$471.69 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$65.16 
VTV Vanguard Value ETF
+0.12%
+$7,916.74 
MARM Ftv Estus Max Buff ETF March
+0.12%
+$119.02 
OGN Organon & Co.
+0.11%
+$0.03 
WM Waste Management, Inc.
+0.1%
+$130.05 
DON WisdomTree U.S. MidCap Dividend Fund
+0.1%
+$2.2 
SCHC Schwab International Small-Cap Equity ETF
+0.09%
+$31.77 
CMBS iShares CMBS ETF
+0.08%
+$1.28 
KDP Keurig Dr Pepper Inc.
+0.07%
+$7.9 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$203.29 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$919.52 
IQLT iShares MSCI International Quality Factor ETF
+0.05%
+$0.35 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.05%
+$99.47 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$56.25 
AMGN Amgen Inc.
+0.05%
+$11.97 
FMB First Trust Managed Municipal Fund
+0.04%
+$80.92 
IYR iShares U.S. Real Estate ETF
+0.04%
+$1.76 
AVNS Avanos Medical Inc.
+0.04%
+$0.05 
ASML ASML Holding N.V. New York Registry Shares
+0.04%
+$1.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$1.23 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.03%
+$1,962.54 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$9.9 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$20.61 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.03%
+$3.85 
IFF International Flavors & Fragrances Inc.
+0.02%
+$1.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1.54 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$16.72 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.02%
+$32.05 
BMY Bristol-Myers Squibb Company
+0.02%
+$5.25 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$1.29 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$100.06 
DIS The Walt Disney Company
+0.01%
+$2.05 
ICSH iShares Short Treasury Bond ETF
0%
+$26.42 
AVB AvalonBay Communities, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
GOCT FT Vest US Equity Moderate 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 
TWLO Twilio Inc.
-12.15%
-$33.21 
OKTA Okta Inc.
-10.32%
-$19,915.25 
MRNA Moderna, Inc.
-9.64%
-$1,390.19 
SMCI Super Micro Computer Inc
-9.57%
-$1,344 
SWMR Swarmer, Inc.
-8.74%
-$44 
DDOG Datadog, Inc. Class A Common Stock
-8.2%
-$21.84 
FTNT Fortinet Inc.
-8.02%
-$14.59 
PANW Palo Alto Networks, Inc.
-7.76%
-$18,479.81 
COHU Cohu Inc.
-7.67%
-$33.68 
CRWD CrowdStrike Holdings, Inc.
-7.42%
-$798.16 
PLTR Palantir Technologies Inc.
-7.31%
-$19,659.06 
ZS Zscaler Inc.
-7.13%
-$15.72 
FLEX Flex Ltd.
-6.65%
-$45.85 
ASTS AST SpaceMobile, Inc.
-6.39%
-$369.2 
HPE Hewlett Packard Enterprise Company
-6.22%
-$470.85 
STX Seagate Technology Holdings plc
-5.82%
-$4,217.85 
MVST Microvast Holdings Inc.
-5.76%
-$243.32 
DT Dynatrace, Inc.
-5.49%
-$10.5 
DJT Trump Media & Technology Group Corp.
-5.2%
-$453.14 
IGV iShares Expanded Tech-Software Sector ETF
-5.04%
-$634.8 
SNDK SanDisk Corporation
-5%
-$3,141 
HACK Amplify Cybersecurity ETF
-4.97%
-$1,232.21 
NOW ServiceNow, Inc.
-4.93%
-$65.97 
WDC Western Digital Corporation
-4.81%
-$2,159.64 
INTC Intel Corporation
-4.68%
-$5,248.73 
AMD Advanced Micro Devices, Inc.
-4.64%
-$4,957.1 
ELDN Eledon Pharmaceuticals Inc.
-4.63%
-$36.96 
RMBS Rambus Inc.
-4.5%
-$4.18 
ZM Zoom Video Communications, Inc.
-4.47%
-$4.4 
MDXG MiMedx Group, Inc.
-4.38%
-$597.78 
ARTY iShares Future AI & Tech ETF
-4.35%
-$567.43 
APP AppLovin Corporation Class A Common Stock
-4.34%
-$726.6 
FLY Firefly Aerospace Inc.
-4.32%
-$154 
HOOD Robinhood Markets, Inc.
-4.25%
-$172.38 
NTAP NetApp, Inc.
-4.2%
-$9.02 
ACLS Axcelis Technologies, Inc.
-4.13%
-$4.76 
MU Micron Technology, Inc.
-4.13%
-$6,961.26 
ORCL Oracle Corporation
-4.12%
-$8,415.26 
AEIS Advanced Energy Industries Inc.
-4.11%
-$10.36 
ANET Arista Networks, Inc.
-4.04%
-$2,082.22 
KLIC Kulicke & Soffa Industries, Inc.
-3.75%
-$9.33 
USAR USA Rare Earth, Inc.
-3.74%
-$275.14 
CRDO Credo Technology Group Holding Ltd.
-3.7%
-$178.2 
JBHT J.B. Hunt Transport Services, Inc.
-3.66%
-$318.94 
MGNX Macrogenics Inc.
-3.56%
-$138 
GLW Corning Incorporated
-3.55%
-$1,566.29 
SNPS Synopsys, Inc.
-3.55%
-$1,029.2 
UAL United Airlines Holdings, Inc.
-3.51%
-$85.44 
EQR Equity Residential
-3.5%
-$187.11 
LRCX Lam Research Corporation
-3.48%
-$2,798.5 
FDN First Trust Dow Jones Internet Index Fund
-3.48%
-$10.22 
META Meta Platforms Inc Class A
-3.43%
-$5,073.23 
MKSI MKS Instruments Inc.
-3.42%
-$7.81 
AVGO Broadcom Inc.
-3.36%
-$1,965.2 
DELL Dell Technologies Inc.
-3.34%
-$268.6 
IBKR Interactive Brokers Group Inc.
-3.34%
-$591.22 
SOFI SoFi Technologies, Inc.
-3.21%
-$2.42 
AMAT Applied Materials, Inc.
-3.18%
-$2,503.44 
WDAY Workday Inc.
-3.06%
-$186.31 
KLAC KLA Corporation
-3.02%
-$2,898.51 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-3.01%
-$393.1 
AIQ Global X Artificial Intelligence & Technology ETF
-2.93%
-$520.76 
NFLX Netflix, Inc.
-2.87%
-$5,911.36 
AMKR Amkor Technology Inc.
-2.86%
-$6.3 
CRM Salesforce Inc
-2.81%
-$13.84 
MGM MGM Resorts International
-2.71%
-$1.6 
DASH DoorDash, Inc.
-2.68%
-$258.75 
XYZ Block, Inc.
-2.68%
-$335.98 
ADBE Adobe Inc.
-2.65%
-$1,468.5 
EBAY eBay Inc.
-2.62%
-$74.06 
DAL Delta Air Lines, Inc.
-2.61%
-$228.48 
SOLV Solventum Corporation
-2.58%
-$935.24 
IBB iShares Biotechnology ETF
-2.58%
-$176.22 
CYTK Cytokinetics, Incorporated
-2.55%
-$1.63 
TSLA Tesla, Inc.
-2.53%
-$5,352.36 
MSFT Microsoft Corp.
-2.47%
-$16,357.99 
VBK Vanguard Small-Cap Growth ETF
-2.46%
-$781.85 
VECO Veeco Instruments Inc.
-2.45%
-$2.21 
VRT Vertiv Holdings Co
-2.41%
-$119.14 
SYM Symbotic Inc. Class A
-2.38%
-$225.85 
MP MP Materials Corp.
-2.35%
-$4,161.08 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-2.35%
-$1,063.35 
AVT Avnet Inc.
-2.34%
-$4.35 
INTU Intuit Inc.
-2.33%
-$1,367.04 
SMH VanEck Semiconductor ETF
-2.25%
-$15,196.68 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.24%
-$14,504.7 
CVNA Carvana Co.
-2.23%
-$47.25 
WAT Waters Corporation
-2.22%
-$286.52 
MTUM iShares MSCI USA Momentum Factor ETF
-2.22%
-$4,448.86 
SPCX Space Exploration Technologies Corp. Class A
-2.19%
-$691.12 
SCHW Charles Schwab Corporation
-2.18%
-$186.55 
GOOGL Alphabet Inc
-2.17%
-$6,957.02 
EQIX Equinix, Inc.
-2.17%
-$64.95 
CSCO Cisco Systems, Inc.
-2.11%
-$3,865.12 
QQQM Invesco NASDAQ 100 ETF
-2.09%
-$140,800.05 
QQQ Invesco QQQ Trust, Series 1
-2.08%
-$73,625.82 
MTB M&T Bank Corporation
-2.08%
-$131.66 
CGGR Capital Group Growth ETF
-2.06%
-$105,904.68 
TOST Toast Inc.
-2.05%
-$2.64 
EL The Estée Lauder Companies Inc. Class A
-2.04%
-$120.17 
GOOG Alphabet Inc
-2%
-$13,223.08 
CDNS Cadence Design Systems, Inc.
-1.99%
-$277.35 
ILMN Illumina, Inc.
-1.98%
-$5.31 
HCA HCA Healthcare Inc.
-1.98%
-$4,268.8 
EW Edwards Lifesciences Corporation
-1.97%
-$31.23 
VOT Vanguard Mid-Cap Growth ETF
-1.96%
-$468.18 
TRMB Trimble Inc.
-1.95%
-$1.19 
LSCC Lattice Semiconductor Corporation
-1.92%
-$2.06 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.88%
-$49.5 
Q Qnity Electronics Inc.
-1.88%
-$2.25 
MAGS Roundhill Magnificent Seven Fund
-1.88%
-$152.88 
ETN Eaton Corporation plc
-1.87%
-$308.32 
CMG Chipotle Mexican Grill, Inc.
-1.86%
-$11.97 
STT State Street Corp
-1.86%
-$65.31 
AMZN Amazon.com Inc
-1.84%
-$7,883.87 
UBER Uber Technologies, Inc.
-1.81%
-$2,171.07 
MTH Meritage Homes Corporation
-1.81%
-$1.09 
WSO Watsco Inc.
-1.8%
-$156.6 
DX Dynex Capital Inc.
-1.8%
-$2,179 
BC Brunswick Corporation
-1.8%
-$33.04 
ALB Albemarle Corporation
-1.79%
-$33.44 
LUV Southwest Airlines Co.
-1.79%
-$1.46 
NDSN Nordson Corporation
-1.78%
-$99.79 
KBWD Invesco KBW High Dividend Yield Financial ETF
-1.78%
-$237.31 
PLAB Photronics Inc.
-1.78%
-$1.52 
KFRC Kforce Inc.
-1.74%
-$1.8 
BX Blackstone Inc.
-1.74%
-$159.18 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.72%
-$3,557.1 
IBIT iShares Bitcoin Trust
-1.72%
-$3,060.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.7%
-$150.44 
FTQI First Trust Nasdaq BuyWrite Fund
-1.68%
-$7,848 
CNC Centene Corporation
-1.67%
-$182.9 
IUSG iShares Core S&P U.S. Growth ETF
-1.67%
-$193.8 
DE Deere & Company
-1.62%
-$211.4 
A Agilent Technologies Inc.
-1.59%
-$254.8 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.58%
-$15,758.98 
RONB Baron First Principles ETF
-1.55%
-$114 
EEM iShares MSCI Emerging Markets ETF
-1.54%
-$166.47 
IWM iShares Russell 2000 ETF
-1.54%
-$948.64 
NVT nVent Electric plc
-1.52%
-$2.21 
KEYS Keysight Technologies, Inc.
-1.49%
-$427.98 
ITT Itt Inc.
-1.49%
-$2.98 
FIX Comfort Systems USA, Inc.
-1.48%
-$43.76 
IEMG iShares Core MSCI Emerging Markets ETF
-1.47%
-$4.6 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.47%
-$22,993.44 
QCOM QUALCOMM Incorporated
-1.47%
-$3,490.73 
DFAE Dimensional Emerging Core Equity Market ETF
-1.47%
-$474.52 
BDX Becton, Dickinson and Company
-1.46%
-$78.96 
STE STERIS plc
-1.44%
-$109.65 
CZR Caesars Entertainment, Inc.
-1.44%
-$1.26 
TGT Target Corporation
-1.42%
-$24.53 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$36.4 
PWR Quanta Services Inc.
-1.41%
-$81.36 
BKNG Booking Holdings Inc.
-1.4%
-$101.86 
DIOD Diodes Inc.
-1.39%
-$2.37 
SHOC SHOC US Semiconductor Equity ETF
-1.38%
-$260.87 
APH Amphenol Corporation
-1.37%
-$1,321.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.37%
-$681.45 
ABNB Airbnb, Inc.
-1.36%
-$413.25 
BUFQ FT Nasdaq Buffer ETF July.
-1.36%
-$163,554.05 
UNH UnitedHealth Group Incorporated
-1.34%
-$2,353.26 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.33%
-$0.61 
VB Vanguard Small-Cap ETF
-1.32%
-$7,830.14 
IBM International Business Machines Corporation
-1.29%
-$2,660.84 
BATRK Atlanta Braves Holdings, Inc.
-1.26%
-$1.25 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$353.43 
VRTX Vertex Pharmaceuticals Incorporated
-1.23%
-$280.35 
XYLD Global X S&P 500 Covered Call ETF
-1.21%
-$5,666.61 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$92.84 
EME EMCOR Group, Inc.
-1.19%
-$217.5 
BABA Alibaba Group Holding Limited SP ADR
-1.18%
-$9.17 
GS The Goldman Sachs Group, Inc.
-1.13%
-$6,118.58 
ODFL Old Dominion Freight Line, Inc.
-1.12%
-$52.75 
NWSA News Corporation
-1.07%
-$1.3 
EPC Edgewell Personal Care Co.
-1.07%
-$1.5 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.06%
-$1.83 
SHW The Sherwin-Williams Company
-1.05%
-$607.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.03%
-$3.9 
ON ON Semiconductor Corporation
-1.02%
-$2.27 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.01%
-$469.26 
CGUS Capital Group Core Equity ETF
-1.01%
-$2.27 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$1,417.78 
EMR Emerson Electric Co.
-1%
-$118.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.99%
-$53,294.02 
VOO Vanguard S&P 500 ETF
-0.99%
-$22,836.03 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.98%
-$108.89 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.98%
-$45.62 
BNOV FGCI Inc.
-0.96%
-$2,585.69 
IVV iShares Core S&P 500 ETF
-0.95%
-$1,998.27 
IJR iShares Core S&P Small-Cap ETF
-0.95%
-$73.08 
TROW T. Rowe Price Group, Inc.
-0.95%
-$27.84 
ECL Ecolab Inc.
-0.93%
-$84.01 
RCL Royal Caribbean Group
-0.91%
-$272.85 
IRM Iron Mountain Inc.
-0.91%
-$275.73 
QUAL iShares MSCI USA Quality Factor ETF
-0.91%
-$12.36 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$549.12 
WSM Williams-Sonoma, Inc.
-0.9%
-$301.91 
SPHQ Invesco S&P 500 Quality ETF
-0.87%
-$82.14 
OMC Omnicom Group Inc.
-0.85%
-$0.69 
SFLR Innovator Equity Managed Floor ETF
-0.85%
-$5,684.28 
IYC iShares U.S. Consumer Discretionary ETF
-0.84%
-$73.48 
NVDA NVIDIA Corporation
-0.83%
-$6,548.4 
J Jacobs Solutions Inc.
-0.82%
-$23.3 
MMM 3M Company
-0.81%
-$87.1 
PFF iShares Preferred and Income Securities ETF
-0.81%
-$7.75 
BSEP Innovator U.S. Equity Buffer ETF
-0.79%
-$2,611.35 
CGDV Capital Group Dividend Value ETF
-0.79%
-$109,878.6 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.77%
-$3,461.93 
FDX FedEx Corporation
-0.77%
-$11.3 
JCI Johnson Controls International plc
-0.77%
-$132.21 
KTOS Kratos Defense & Security Solutions, Inc.
-0.76%
-$131.75 
YUM Yum! Brands, Inc.
-0.75%
-$649.75 
MOAT VanEck Morningstar Wide Moat Fund
-0.75%
-$4,003.09 
SLG SL Green Realty Corp.
-0.74%
-$0.7 
BDEC Innovator U.S. Equity Buffer ETF
-0.74%
-$4,971.09 
DHR Danaher Corporation
-0.73%
-$81.6 
KKR KKR & Co. Inc.
-0.72%
-$96.39 
BUFG FT Vest Buffered Allocation Fund
-0.71%
-$131.49 
PRU Prudential Financial, Inc.
-0.71%
-$0.83 
SYY Sysco Corporation
-0.71%
-$35.69 
BAUG Innovator U.S. Equity Buffer ETF
-0.71%
-$2,321.25 
VO Vanguard Mid-Cap ETF
-0.7%
-$553.7 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.69%
-$165.36 
BJUL Innovator U.S. Equity Buffer ETF
-0.69%
-$4,690.97 
GAUG FT Vest US Equity Moderate Fund
-0.67%
-$1,495.11 
BFEB Innovator U.S. Equity Buffer ETF
-0.67%
-$2,189.97 
REGN Regeneron Pharmaceuticals, Inc.
-0.65%
-$25.9 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.65%
-$17,281.08 
FAUG FT Vest U.S. Equity Buffer ETF
-0.65%
-$2,052 
BMAY Innovator U.S. Equity Buffer Fund
-0.64%
-$2,397.73 
DMAY FT Vest US Equity Deep Buffer Fund
-0.64%
-$920.7 
LAND Gladstone Land Corporation
-0.64%
-$0.42 
FAPR FT Vest U.S. Equity Buffer ETF
-0.63%
-$194.87 
BUFF Innovator Laddered Allocation Fund
-0.63%
-$2,364.02 
BMAR Innovator U.S. Equity Buffer ETF
-0.62%
-$951.9 
VLTO Veralto Corporation
-0.61%
-$21.08 
FCX Freeport-McMoRan Inc.
-0.6%
-$84.84 
UPS United Parcel Service, Inc.
-0.6%
-$157.37 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.6%
-$1,751.63 
GILD Gilead Sciences Inc.
-0.6%
-$50.76 
KNX Knight-Swift Transportation Holdings Inc.
-0.6%
-$0.78 
HUBB Hubbell Inc.
-0.6%
-$2.77 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.59%
-$1,530.48 
USMV iShares MSCI USA Min Vol Factor ETF
-0.58%
-$1,030.73 
MS Morgan Stanley
-0.57%
-$89.44 
COLB Columbia Banking System, Inc.
-0.56%
-$0.48 
BBY Best Buy Co., Inc.
-0.56%
-$0.53 
BUFR FT Vestladder Buffer ETF-USD I
-0.56%
-$106,445.06 
HYLS FT Tactical High Yield ETF
-0.56%
-$2,434.74 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.56%
-$720 
UMAY Innovator U.S. Equity Ultra Fund
-0.55%
-$2,451 
SLV iShares Silver Trust
-0.55%
-$6,057.01 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.55%
-$195.04 
RDVI FT Vest Rising Dividend Achievers Fund
-0.55%
-$831.42 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.54%
-$3,312.61 
UOCT Innovator U.S. Equity Ultra Fund
-0.54%
-$15,317.54 
FTV Fortive Corporation
-0.54%
-$0.31 
PLD Prologis Inc.
-0.54%
-$87.04 
PAYX Paychex Inc.
-0.53%
-$28.08 
CAH Cardinal Health Inc.
-0.52%
-$66.81 
RDVY First Trust Rising Dividend Achievers ETF
-0.51%
-$35,732.32 
UAUG Innovator U.S. Equity Ultra Fund
-0.51%
-$1,441.22 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.5%
-$1,884.72 
IHI iShares U.S. Medical Devices ETF
-0.49%
-$14.84 
UNP Union Pacific Corporation
-0.49%
-$107.16 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.49%
-$982.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$540.88 
GJUN FT Vest US Equity Moderate Fund
-0.49%
-$84.46 
BAC Bank of America Corporation
-0.48%
-$629.5 
CSX CSX Corporation
-0.48%
-$25.85 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.48%
-$1,486.78 
UJUN Innovator U.S. Equity Ultra Fund
-0.48%
-$5,992.41 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.48%
-$29,023.4 
SIVR abrdn Physical Silver Shares ETF
-0.46%
-$15.5 
WST West Pharmaceutical Services, Inc.
-0.45%
-$57.42 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.44%
-$42,058.44 
USEP Innovator U.S. Equity Ultra ETF
-0.44%
-$1,867.2 
VCTR Victory Capital Holdings, Inc. Class A
-0.43%
-$0.47 
VST Vistra Corp
-0.43%
-$26.8 
IEX IDEX Corporation
-0.43%
-$5.05 
PRF Invesco FTSE RAFI US 1000 ETF
-0.42%
-$307.85 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.42%
-$573.8 
WAB Wabtec Corporation
-0.41%
-$21.42 
BAPR Innovator U.S. Equity Buffer ETF
-0.41%
-$119.47 
GFEB FT VEST US Equity Moderate Fund
-0.41%
-$2,373.18 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.4%
-$114.64 
UFEB Innovator U.S. Equity Ultra ETF
-0.4%
-$2,435.72 
FMAR FT Vest U.S. Equity Buffer ETF
-0.39%
-$108.57 
UDEC Innovator U.S. Equity Ultra Fund
-0.39%
-$8,985.19 
NDAQ Nasdaq, Inc.
-0.36%
-$63.58 
GNOV FT Vest US Equity Moderate B Fund
-0.36%
-$179.34 
ABT Abbott Laboratories
-0.35%
-$55.87 
IP International Paper Company
-0.35%
-$4.44 
GLD SPDR Gold Shares
-0.35%
-$29.59 
UJAN Innovator U.S. Equity Ultra Fund
-0.34%
-$8,029.76 
AVY Avery Dennison Corporation
-0.34%
-$0.6 
CFG Citizens Financial Group, Inc.
-0.33%
-$7.77 
DHI D.R. Horton, Inc.
-0.32%
-$0.45 
AEM Agnico Eagle Mines Limited
-0.32%
-$21.24 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.32%
-$196.42 
CVS CVS Health Corporation
-0.31%
-$31.03 
UNOV Innovator U.S. Equity Ultra Fund
-0.31%
-$1,654.64 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$24,246 
UMAR Innovator U.S. Equity Ultra Fund
-0.31%
-$3,294.6 
MA Mastercard Incorporated
-0.31%
-$87.4 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.3%
-$3.56 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$34.17 
PPG PPG Industries Inc.
-0.28%
-$8.1 
KRNY Kearny Financial Corp.
-0.28%
-$0.25 
ROAD Construction Partners, Inc. Class A Common Stock
-0.28%
-$0.23 
HNDL NASDAQ 7 Handl Index ETF
-0.28%
-$748.14 
CTVA Corteva Inc.
-0.27%
-$2.73 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$89.57 
UAPR Innovator U.S. Equity Ultra ETF
-0.26%
-$3,794.3 
COR Cencora, Inc.
-0.26%
-$9.79 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.26%
-$55.2 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.26%
-$148.5 
GMAR FT Vest US Equity Moderate B Fund
-0.25%
-$65.89 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-0.25%
-$42.91 
PAVE Global X U.S. Infrastructure Development ETF
-0.25%
-$693.81 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.24%
-$534.13 
WELL Welltower Inc.
-0.24%
-$29.12 
BA Boeing Company
-0.23%
-$66.65 
IMTM iShares MSCI International Momentum Factor ETF
-0.22%
-$2.76 
SCHF Schwab International Equity ETF
-0.22%
-$3.73 
XMAR FT Vest US Equity Enhanced Fund
-0.21%
-$477 
NSC Norfolk Southern Corporation
-0.19%
-$15.5 
CHD Church & Dwight Co., Inc.
-0.19%
-$1.76 
DLR Digital Realty Trust, Inc.
-0.19%
-$15.18 
DOC Healthpeak Properties, Inc.
-0.18%
-$4.37 
PHM PulteGroup Inc.
-0.18%
-$7.38 
AXP American Express Company
-0.18%
-$283.92 
XNOV FT Vest US Equity Enhanced Fund
-0.17%
-$68.25 
CTAS Cintas Corporation
-0.17%
-$10.8 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.17%
-$4.3 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.16%
-$40.24 
FTBI First Trust Balanced Income ETF
-0.16%
-$5.39 
AME Ametek Inc.
-0.15%
-$14.82 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.15%
-$3.61 
ZJAN Innovator Defined Wealth Shield ETF
-0.14%
-$27.2 
BKLN Invesco Senior Loan ETF
-0.12%
-$213.68 
MUB iShares National Muni Bond ETF
-0.12%
-$122.25 
IHE iShares U.S. Pharmaceuticals ETF
-0.12%
-$6.84 
PYPL PayPal Holdings Inc
-0.11%
-$0.13 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$328.6 
UUP Invesco DB US Dollar Index Bullish Fund
-0.11%
-$5.08 
LDOS Leidos Holdings Inc.
-0.1%
-$0.65 
VNT Vontier Corporation
-0.1%
-$0.07 
IUSV iShares Core S&P U.S. Value ETF
-0.1%
-$142.32 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$33.98 
LII Lennox International Inc.
-0.1%
-$3.6 
EFA iShares MSCI EAFE ETF
-0.09%
-$48.24 
PFG Principal Financial Group, Inc.
-0.08%
-$1.18 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$277.83 
SBUX Starbucks Corporation
-0.07%
-$15.82 
FTSL First Trust Senior Loan ETF
-0.07%
-$6.03 
FENI Fidelity Enhanced International ETF
-0.06%
-$3.83 
SYNA Synaptics Incorporated
-0.06%
-$0.07 
ITM VanEck Intermediate Muni ETF
-0.06%
-$1.55 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$130.14 
NKE Nike, Inc. - Class B
-0.05%
-$0.74 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$0.42 
IEFA iShares Core MSCI EAFE ETF
-0.05%
-$82.6 
ELV Elevance Health, Inc.
-0.05%
-$10.8 
ADI Analog Devices, Inc.
-0.04%
-$21.24 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$160.35 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.04%
-$1.09 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.03%
-$69.97 
ZMAY Innovator EDP ETF -1 Yr May
-0.02%
-$1.91 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$1.35 
MCD McDonald's Corporation
-0.02%
-$9.76 
TECH Bio-Techne Corporation
-0.01%
-$0.01 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$0.28 
UNM Unum Group
-0.01%
-$0.6 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 2189 | Longs Won 1386/2189 63% | Profit Factor 19.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $111,192.94 |
| Average Win $25,050.23 | Best Trade (Oct 15) $2.71M | Sharpe Ratio -10.23 |
| Average Loss -$2,186.8 | Worst Trade (Oct 16) -$61,493.28 | Z-Score 11.86 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $15,058.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 91 | $11,426.67 | $15,720.25 | - | $4,293.58 | 37.58% | -1.595% |
| AA Alcoa Corporation | 2 | $104 | $84.35 | - | -$19.65 | -18.89% | +4.342% |
| AAPL Apple Inc. | 4,048 | $1.01M | $1.39M | - | $383,852.12 | 38.16% | +0.389% |
| ABBV AbbVie Inc. | 158 | $39,643.25 | $45,088.46 | - | $5,445.21 | 13.74% | +0.695% |
| ABNB Airbnb, Inc. | 174 | $22,386.75 | $29,911.47 | - | $7,524.72 | 33.61% | -1.363% |
| ABT Abbott Laboratories | 151 | $15,665.62 | $15,750.81 | - | $85.19 | 0.54% | -0.353% |
| ACGL Arch Capital Group Ltd | 23 | $2,212.17 | $2,307.82 | - | $95.65 | 4.32% | +1.037% |
| ACLS Axcelis Technologies, Inc. | 1 | $189 | $110.35 | - | -$78.65 | -41.61% | -4.135% |
| ADBE Adobe Inc. | 220 | $96,558.36 | $53,898.9 | - | -$42,659.46 | -44.18% | -2.652% |
| ADI Analog Devices, Inc. | 118 | $33,855.55 | $47,644.86 | - | $13,789.31 | 40.73% | -0.045% |
| ADP Automatic Data Processing Inc. | 9 | $2,016 | $2,574.27 | - | $558.27 | 27.69% | +0.133% |
| AEIS Advanced Energy Industries Inc. | 1 | $373 | $241.72 | - | -$131.28 | -35.2% | -4.11% |
| AEM Agnico Eagle Mines Limited | 36 | $2,815.56 | $6,730.92 | - | $3,915.36 | 139.06% | -0.315% |
| AEP American Electric Power Company, Inc. | 102 | $12,952.94 | $12,912.18 | - | -$40.76 | -0.31% | +1.851% |
| AFL Aflac Inc. | 139 | $15,222.17 | $16,534.74 | - | $1,312.57 | 8.62% | +0.767% |
| AIG American International Group Inc. | 86 | $6,553.81 | $6,886.88 | - | $333.07 | 5.08% | +1.213% |
| AIQ Global X Artificial Intelligence & Technology ETF | 277 | $12,643.62 | $17,232.17 | - | $4,588.55 | 36.29% | -2.933% |
| ALB Albemarle Corporation | 19 | $2,681.05 | $1,831.98 | - | -$849.07 | -31.67% | -1.793% |
| ALL Allstate Corporation | 33 | $6,697 | $8,009.43 | - | $1,312.43 | 19.6% | +1.298% |
| AMAT Applied Materials, Inc. | 183 | $55,526.9 | $76,188.39 | - | $20,661.49 | 37.21% | -3.181% |
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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 - $926,015.13, Vanguard S&P 500 ETF - $686,795.17, First Trust Dow Jones Global Select Dividend Index Fund - $439,976.4, and SPDR Gold Shares - $377,173.3. 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 - $27,617.49, Merck & Co., Inc - $27,320.01, and UnitedHealth Group Incorporated - $25,930.19. 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 $2.47M earned over time. The largest contributors to dividend income include First Trust Dow Jones Global Select Dividend Index Fund - $422,238.28, Capital Group Dividend Value ETF - $194,869.34, First Trust Enhanced Short Maturity Fund - $177,599.04, First Trust SMID Cap Rising Dividend Achievers ETF - $98,997.28, and First Trust Long/Short Equity ETF - $96,994.62. 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.
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