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:
3.68%
Gain
Monthly
0.19%
Yearly
2.37%
Drawdown
19.36%
$172.19M
Equity
Holdings
$172.19M
Investment
$145.22M
$30.87M
Profit -$401,548.05
Realized
$3.89M
Unrealized
$26.98M
Dividends
$2.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$401,548.05
Win %
76%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$273,933.98
Win %
76%
This Month
Compared to last month
Gain
-0.08%
Profit
-$143,410.65
Win %
76%
This Year
Compared to last year
Gain
9.76%
Profit
$15.31M
Win %
72%
ABT Abbott Laboratories
+10.47%
+$532.66 
JBHT J.B. Hunt Transport Services, Inc.
+7.23%
+$659.18 
CTAS Cintas Corporation
+7.11%
+$615.6 
IR Ingersoll Rand Inc.
+5.77%
+$63.91 
DPZ Domino's Pizza Inc.
+5.58%
+$5,952.94 
MCK McKesson Corporation
+5.17%
+$618 
INTU Intuit Inc.
+4.92%
+$3,263.21 
ACN Accenture plc Class A
+4.8%
+$1,019.9 
ODFL Old Dominion Freight Line, Inc.
+4.56%
+$256.54 
CFG Citizens Financial Group, Inc.
+4.42%
+$116.18 
ADBE Adobe Inc.
+4.41%
+$2,180.2 
IHI iShares U.S. Medical Devices ETF
+4.22%
+$117.88 
MDLZ Mondelez International, Inc.
+4.03%
+$184.47 
COR Cencora, Inc.
+3.99%
+$177.53 
SYK Stryker Corporation
+3.99%
+$744.28 
GIS General Mills, Inc.
+3.92%
+$102.2 
NKE Nike, Inc. - Class B
+3.92%
+$171.16 
PLD Prologis Inc.
+3.86%
+$565.08 
EFX Equifax Inc.
+3.78%
+$136.29 
DEO Diageo plc Sponsored ADR
+3.75%
+$46.27 
KDP Keurig Dr Pepper Inc.
+3.71%
+$16.87 
PM Philip Morris International Inc.
+3.7%
+$11,299.41 
PAYX Paychex Inc.
+3.69%
+$93.22 
AWK American Water Works Company, Inc.
+3.68%
+$23.75 
AVY Avery Dennison Corporation
+3.66%
+$28.7 
O Realty Income Corporation
+3.64%
+$80.67 
WM Waste Management, Inc.
+3.63%
+$4,957.56 
ITW Illinois Tool Works Inc.
+3.63%
+$285.94 
ABBV AbbVie Inc.
+3.56%
+$43.5 
UNP Union Pacific Corporation
+3.56%
+$657.28 
ZTS Zoetis Inc.
+3.53%
+$49.97 
KR Kroger Co.
+3.52%
+$153.23 
MDT Medtronic plc
+3.48%
+$98 
ORLY O'Reilly Automotive Inc.
+3.47%
+$654.38 
UPS United Parcel Service, Inc.
+3.36%
+$822.43 
BC Brunswick Corporation
+3.32%
+$68.25 
BALL Ball Corp.
+3.31%
+$134.67 
BRO Brown & Brown Inc.
+3.31%
+$276.25 
ZBH Zimmer Biomet Holdings, Inc.
+3.19%
+$123.84 
GEHC GE HealthCare Technologies Inc.
+3.13%
+$300.96 
VLTO Veralto Corporation
+3.11%
+$14.15 
IBM International Business Machines Corporation
+3.11%
+$5,556.32 
MRK Merck & Co., Inc.
+3.08%
+$1,219.2 
RSG Republic Services, Inc.
+2.98%
+$71.11 
CRM Salesforce Inc
+2.93%
+$39.12 
MDXG MiMedx Group, Inc.
+2.93%
+$364.5 
NDAQ Nasdaq, Inc.
+2.92%
+$408.51 
STZ Constellation Brands, Inc.
+2.92%
+$3,294.72 
ISRG Intuitive Surgical, Inc.
+2.91%
+$577.81 
ROST Ross Stores, Inc.
+2.9%
+$615.46 
T AT&T Inc.
+2.89%
+$4,773.7 
NSC Norfolk Southern Corporation
+2.88%
+$94.65 
AMGN Amgen Inc.
+2.85%
+$531.96 
SOLV Solventum Corporation
+2.81%
+$906.4 
WDAY Workday Inc.
+2.77%
+$121.83 
TMUS T-Mobile US, Inc.
+2.73%
+$240.48 
SBUX Starbucks Corporation
+2.72%
+$466.46 
GILD Gilead Sciences Inc.
+2.7%
+$263.44 
BMY Bristol-Myers Squibb Company
+2.69%
+$843.72 
REG Regency Centers Corporation
+2.68%
+$60.1 
WELL Welltower Inc.
+2.66%
+$173.88 
SPG Simon Property Group, Inc.
+2.65%
+$223.53 
CTSH Cognizant Technology Solutions Corporation
+2.65%
+$54.87 
MCD McDonald's Corporation
+2.63%
+$2,216.46 
VZ Verizon Communications Inc.
+2.63%
+$1,122.75 
CSX CSX Corporation
+2.62%
+$139.88 
CMCSA Comcast Corp
+2.61%
+$359.07 
MRSH Marsh & McLennan Companies, Inc.
+2.6%
+$155.72 
RF Regions Financial Corporation
+2.59%
+$170.34 
KO The Coca-Cola Company
+2.58%
+$6,121.62 
CL Colgate-Palmolive Company
+2.58%
+$394.12 
PEP PepsiCo, Inc.
+2.58%
+$383.9 
MO Altria Group, Inc.
+2.55%
+$95.4 
COST Costco Wholesale Corporation
+2.54%
+$6,736.59 
AVB AvalonBay Communities, Inc.
+2.52%
+$4.8 
XSLV Invesco S&P SmallCap Low Volatility ETF
+2.51%
+$1,106.39 
VLO Valero Energy Corporation
+2.5%
+$205.24 
MPC Marathon Petroleum Corporation
+2.49%
+$238.4 
TJX The TJX Companies, Inc.
+2.47%
+$989.77 
MA Mastercard Incorporated
+2.44%
+$169.91 
DOC Healthpeak Properties, Inc.
+2.44%
+$66.25 
TPR Tapestry Inc.
+2.42%
+$5,332.47 
PPG PPG Industries Inc.
+2.39%
+$41.4 
BDX Becton, Dickinson and Company
+2.36%
+$135.05 
EQR Equity Residential
+2.31%
+$127.58 
OKE ONEOK, Inc.
+2.31%
+$29.4 
IFF International Flavors & Fragrances Inc.
+2.28%
+$86 
LOW Lowe's Companies Inc.
+2.27%
+$5,184.99 
PHM PulteGroup Inc.
+2.24%
+$70.12 
SPGI S&P Global Inc.
+2.21%
+$334.05 
HBAN Huntington Bancshares Incorporated
+2.18%
+$14.22 
MTB M&T Bank Corporation
+2.16%
+$155.59 
DIS The Walt Disney Company
+2.14%
+$457.6 
IP International Paper Company
+2.12%
+$14.82 
CTVA Corteva Inc.
+2.08%
+$68.64 
V Visa Inc. Class A
+2.03%
+$3,864.56 
WSM Williams-Sonoma, Inc.
+2.01%
+$558.75 
UNH UnitedHealth Group Incorporated
+2%
+$2,917.64 
XLV Health Care Select Sector SPDR Fund
+2%
+$211.72 
WMT Walmart Inc.
+1.99%
+$4,780.66 
DRI Darden Restaurants, Inc.
+1.97%
+$274.77 
EXC Exelon Corporation
+1.96%
+$54.59 
IYR iShares U.S. Real Estate ETF
+1.93%
+$88 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$3,991.97 
PSA Public Storage Common Stock
+1.89%
+$35.64 
KEY KeyCorp
+1.85%
+$129.63 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.81%
+$1,751.75 
PG Procter & Gamble Co
+1.76%
+$1,686.06 
IEX IDEX Corporation
+1.76%
+$19.7 
SYY Sysco Corporation
+1.73%
+$85.4 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.71%
+$21.55 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$34.13 
CAH Cardinal Health Inc.
+1.7%
+$114.6 
FVD First Trust Value Line Dividend Index Fund
+1.69%
+$7,943.93 
AAPL Apple Inc.
+1.68%
+$19,879.29 
ICF iShares Cohen & Steers Realty Majors ETF
+1.68%
+$2,863.64 
KVUE Kenvue Inc.
+1.63%
+$13.12 
MSFT Microsoft Corp.
+1.63%
+$6,555.92 
KMI Kinder Morgan, Inc.
+1.61%
+$139.36 
DX Dynex Capital Inc.
+1.61%
+$733.15 
J Jacobs Solutions Inc.
+1.61%
+$20.9 
MNST Monster Beverage Corporation
+1.59%
+$23.26 
HCA HCA Healthcare Inc.
+1.57%
+$2,825.04 
SPLV Invesco S&P 500 Low Volatility ETF
+1.56%
+$854.32 
COWZ Pacer US Cash Cows 100 ETF
+1.56%
+$5,345 
TGT Target Corporation
+1.55%
+$21.4 
EMR Emerson Electric Co.
+1.52%
+$95.22 
FTCS First Trust Capital Strength ETF
+1.45%
+$30,709.53 
EIX Edison International
+1.45%
+$11.1 
KBWD Invesco KBW High Dividend Yield Financial ETF
+1.37%
+$285.04 
USB U.S. Bancorp
+1.36%
+$134.16 
JNJ Johnson & Johnson
+1.36%
+$11,971.68 
AME Ametek Inc.
+1.33%
+$121.48 
ATO Atmos Energy Corporation
+1.28%
+$13.44 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.27%
+$281.96 
SHW The Sherwin-Williams Company
+1.26%
+$693 
LII Lennox International Inc.
+1.26%
+$41.52 
ES Eversource Energy
+1.26%
+$20.46 
CB Chubb Limited
+1.25%
+$249.57 
DLTR Dollar Tree, Inc.
+1.25%
+$17.49 
MET MetLife Inc.
+1.25%
+$31.05 
CVX Chevron Corporation
+1.23%
+$742.02 
AFL Aflac Inc.
+1.22%
+$162.8 
DON WisdomTree U.S. MidCap Dividend Fund
+1.22%
+$27.8 
PPL PPL Corporation
+1.22%
+$40.89 
HD The Home Depot, Inc.
+1.22%
+$1,751.3 
VRTX Vertex Pharmaceuticals Incorporated
+1.21%
+$213.38 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.2%
+$71,961.98 
FDX FedEx Corporation
+1.19%
+$18.7 
ECL Ecolab Inc.
+1.19%
+$73.83 
SO The Southern Company
+1.14%
+$65.88 
TRV The Travelers Companies, Inc.
+1.14%
+$1,067.84 
DUK Duke Energy Corporation
+1.09%
+$1,944 
MOAT VanEck Morningstar Wide Moat Fund
+1.07%
+$5,575.74 
IHE iShares U.S. Pharmaceuticals ETF
+0.99%
+$56.15 
PFE Pfizer Inc.
+0.99%
+$214.87 
AIG American International Group Inc.
+0.98%
+$120.75 
ACGL Arch Capital Group Ltd
+0.98%
+$18.26 
DHR Danaher Corporation
+0.97%
+$93.12 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$28.47 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.94%
+$24.42 
UBER Uber Technologies, Inc.
+0.93%
+$1,133.33 
LLY Eli Lilly and Company
+0.92%
+$106.2 
HON Honeywell International Inc.
+0.92%
+$57.12 
COF Capital One Financial Corporation
+0.91%
+$172.9 
XLE Energy Select Sector SPDR Fund
+0.9%
+$87.21 
ICE Intercontinental Exchange, Inc.
+0.9%
+$147.42 
VMC Vulcan Materials Company
+0.9%
+$13 
XOM Exxon Mobil Corporation
+0.9%
+$1,820.76 
WAB Wabtec Corporation
+0.88%
+$41.04 
WST West Pharmaceutical Services, Inc.
+0.87%
+$103.45 
KKR KKR & Co. Inc.
+0.86%
+$101.2 
COP ConocoPhillips
+0.85%
+$1,420.25 
CVS CVS Health Corporation
+0.81%
+$63.02 
CNP CenterPoint Energy Inc.
+0.8%
+$8.16 
GD General Dynamics Corporation
+0.79%
+$78.03 
WEC WEC Energy Group Inc.
+0.79%
+$8.01 
MMM 3M Company
+0.77%
+$14.88 
PH Parker-Hannifin Corporation
+0.77%
+$88.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$1,250.64 
EXE Expand Energy Corporation
+0.74%
+$3.87 
IUSV iShares Core S&P U.S. Value ETF
+0.71%
+$904.71 
APD Air Products and Chemicals, Inc.
+0.69%
+$61.2 
BX Blackstone Inc.
+0.64%
+$28.35 
LIN Linde plc
+0.64%
+$134.48 
DE Deere & Company
+0.63%
+$40.92 
SQ Block, Inc.
+0.57%
+$73.79 
BKNG Booking Holdings Inc.
+0.56%
+$153 
D Dominion Energy, Inc.
+0.56%
+$44.24 
IYC iShares U.S. Consumer Discretionary ETF
+0.55%
+$49.28 
EL The Estée Lauder Companies Inc. Class A
+0.54%
+$4.4 
NI NiSource Inc.
+0.53%
+$27.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.49%
+$243.41 
AXP American Express Company
+0.48%
+$860.93 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$1,407.4 
EOG EOG Resources, Inc.
+0.45%
+$20.91 
IXC iShares Global Energy ETF
+0.44%
+$198.26 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$534.06 
UNM Unum Group
+0.4%
+$42.95 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.39%
+$25,038.52 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$34.56 
MAR Marriott International Inc. - Class A
+0.38%
+$113.98 
VTV Vanguard Value ETF
+0.32%
+$20,225.51 
UUP Invesco DB US Dollar Index Bullish Fund
+0.3%
+$13.94 
DAL Delta Air Lines, Inc.
+0.25%
+$12.69 
VYM Vanguard High Dividend Yield ETF
+0.24%
+$3.51 
APO Apollo Global Management, Inc.
+0.23%
+$23.65 
PLTR Palantir Technologies Inc.
+0.22%
+$368.59 
AEP American Electric Power Company, Inc.
+0.2%
+$11.7 
BABA Alibaba Group Holding Limited SP ADR
+0.2%
+$1.61 
LYB LyondellBasell Industries N.V.
+0.19%
+$0.11 
IJH iShares Core S&P Mid-Cap ETF
+0.17%
+$119.75 
CMS CMS Energy Corporation
+0.16%
+$7.92 
XLU Utilities Select Sector SPDR Fund
+0.15%
+$7.07 
FANG Diamondback Energy Inc
+0.15%
+$10.08 
OGN Organon & Co.
+0.15%
+$0.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.14%
+$6.93 
NFLX Netflix, Inc.
+0.1%
+$219.73 
EA Electronic Arts Inc.
+0.08%
+$8.01 
APTV Aptiv PLC
+0.08%
+$0.32 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.07%
+$40.68 
ALL Allstate Corporation
+0.07%
+$5.61 
PRF Invesco FTSE RAFI US 1000 ETF
+0.06%
+$45.85 
RINF ProShares Inflation Expectations ETF
+0.06%
+$0.4 
AMT American Tower Corporation
+0.06%
+$5.8 
UAUG Innovator U.S. Equity Ultra Fund
+0.06%
+$159.34 
ZDEK Innovator Equity Defined Protection ETF
+0.06%
+$154 
RDVI FT Vest Rising Dividend Achievers Fund
+0.05%
+$34.68 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$723.66 
NEE NextEra Energy, Inc.
+0.04%
+$7.8 
MRGR ProShares Merger ETF
+0.03%
+$2.63 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$348.31 
VB Vanguard Small-Cap ETF
+0.03%
+$192.87 
BKLN Invesco Senior Loan ETF
+0.02%
+$25.8 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.02%
+$143.27 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$4.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$0.33 
FTSL First Trust Senior Loan ETF
+0.01%
+$0.7 
ZAUG Innovator Equity Protector ETF - August Series
+0.01%
+$16.71 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$0.38 
TFLO iShares Treasury Floating Rate Bond ETF
0%
+$2.87 
A Agilent Technologies Inc.
0%
$0 
FTBI First Trust Balanced Income ETF
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZAPR
0%
$0 
ZFEB
0%
$0 
ZJAN Innovator Defined Wealth Shield ETF
0%
$0 
ZJUL
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
SNDK SanDisk Corporation
-12.75%
-$9,471.86 
PCT PureCycle Technologies, Inc.
-12.23%
-$245.67 
WDC Western Digital Corporation
-10.43%
-$6,646.9 
STX Seagate Technology Holdings plc
-10.1%
-$8,530.62 
GLW Corning Incorporated
-10.01%
-$5,569.74 
FLY Firefly Aerospace Inc.
-9.46%
-$396.12 
USAR USA Rare Earth, Inc.
-8.03%
-$921.57 
HOOD Robinhood Markets, Inc.
-7.89%
-$328.08 
MP MP Materials Corp.
-7.83%
-$16,432.02 
MRNA Moderna, Inc.
-7.12%
-$121.53 
SMCI Super Micro Computer Inc
-7.03%
-$756.08 
INTC Intel Corporation
-6.71%
-$10,111.67 
MU Micron Technology, Inc.
-6.35%
-$9,989.34 
ORCL Oracle Corporation
-6.06%
-$11,676.37 
AMD Advanced Micro Devices, Inc.
-6.03%
-$4,885.29 
KTOS Kratos Defense & Security Solutions, Inc.
-5.83%
-$1,525.56 
VST Vistra Corp
-5.82%
-$93.3 
IBKR Interactive Brokers Group Inc.
-5.76%
-$925.17 
MGNX Macrogenics Inc.
-5.67%
-$281.75 
BHP BHP Group Ltd.
-5.45%
-$181.74 
MVST Microvast Holdings Inc.
-5.24%
-$362.63 
LRCX Lam Research Corporation
-5.16%
-$4,413.06 
MCHP Microchip Technology Incorporated
-5.16%
-$2,545.4 
MS Morgan Stanley
-5.02%
-$470.06 
ALB Albemarle Corporation
-4.98%
-$111.78 
GS The Goldman Sachs Group, Inc.
-4.82%
-$33,721.88 
GE General Electric Company
-4.79%
-$811.92 
SWMR Swarmer, Inc.
-4.78%
-$90 
ELDN Eledon Pharmaceuticals Inc.
-4.59%
-$64.94 
CI The Cigna Group
-4.46%
-$146.03 
GOOG Alphabet Inc
-4.46%
-$29,587.54 
NEM Newmont Corporation
-4.45%
-$267.12 
GOOGL Alphabet Inc
-4.42%
-$12,628 
VRT Vertiv Holdings Co
-4.41%
-$40.26 
SHOC SHOC US Semiconductor Equity ETF
-4.31%
-$882.64 
DELL Dell Technologies Inc.
-4.27%
-$1,408.8 
CAT Caterpillar Inc.
-4.17%
-$19,761.7 
FCX Freeport-McMoRan Inc.
-4.16%
-$370.11 
ARTY iShares Future AI & Tech ETF
-4.13%
-$508.36 
NRG NRG Energy, Inc.
-4.13%
-$165.01 
QCOM QUALCOMM Incorporated
-4.09%
-$9,697.58 
SMH VanEck Semiconductor ETF
-4.02%
-$29,213.33 
ETN Eaton Corporation plc
-3.89%
-$562.45 
ARKK ARK Innovation ETF Fund
-3.83%
-$61 
ELV Elevance Health, Inc.
-3.83%
-$582.66 
SIVR abrdn Physical Silver Shares ETF
-3.82%
-$129.89 
SLV iShares Silver Trust
-3.79%
-$42,185.88 
AEM Agnico Eagle Mines Limited
-3.47%
-$177.84 
APP AppLovin Corporation Class A Common Stock
-3.39%
-$921 
TXN Texas Instruments Inc
-3.35%
-$2,782.08 
MTUM iShares MSCI USA Momentum Factor ETF
-3.3%
-$6,553.2 
HWM Howmet Aerospace Inc.
-3.27%
-$356.65 
CEG Constellation Energy Corporation
-3.21%
-$58.03 
COIN Coinbase Global, Inc.
-3.21%
-$16.08 
AIQ Global X Artificial Intelligence & Technology ETF
-3.19%
-$540.15 
KEYS Keysight Technologies, Inc.
-3.15%
-$855.12 
CMI Cummins Inc.
-3.13%
-$334.08 
PWR Quanta Services Inc.
-3%
-$175.14 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.96%
-$5.4 
CNC Centene Corporation
-2.95%
-$302.61 
ANET Arista Networks, Inc.
-2.88%
-$1,755.42 
NVDA NVIDIA Corporation
-2.84%
-$18,385.47 
AMAT Applied Materials, Inc.
-2.83%
-$2,660.04 
ADI Analog Devices, Inc.
-2.82%
-$1,665.71 
UAL United Airlines Holdings, Inc.
-2.76%
-$80.03 
META Meta Platforms Inc Class A
-2.7%
-$1,675.92 
EME EMCOR Group, Inc.
-2.63%
-$507.12 
KLAC KLA Corporation
-2.61%
-$1,932.74 
DASH DoorDash, Inc.
-2.54%
-$241 
CRWD CrowdStrike Holdings, Inc.
-2.4%
-$218.68 
GEV GE Vernova Inc.
-2.39%
-$655.2 
APH Amphenol Corporation
-2.36%
-$1,413.51 
EEM iShares MSCI Emerging Markets ETF
-2.33%
-$258.57 
CSCO Cisco Systems, Inc.
-2.22%
-$3,866.32 
CDNS Cadence Design Systems, Inc.
-2.18%
-$373.06 
C Citigroup Inc.
-2.1%
-$690.52 
DFAE Dimensional Emerging Core Equity Market ETF
-2.03%
-$671.17 
OKTA Okta Inc.
-2.01%
-$2,809.32 
GLD SPDR Gold Shares
-1.99%
-$163.24 
QQQM Invesco NASDAQ 100 ETF
-1.88%
-$117,188.03 
QQQ Invesco QQQ Trust, Series 1
-1.85%
-$67,844.38 
CMG Chipotle Mexican Grill, Inc.
-1.8%
-$460.62 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.8%
-$5,512.65 
SNPS Synopsys, Inc.
-1.76%
-$568.86 
UTG Reaves Utility Income Fund
-1.74%
-$0.71 
FDN First Trust Dow Jones Internet Index Fund
-1.69%
-$4.67 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.67%
-$22,631.15 
CGGR Capital Group Growth ETF
-1.63%
-$77,751.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.62%
-$3,827.66 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-1.62%
-$769.87 
VBK Vanguard Small-Cap Growth ETF
-1.51%
-$503.98 
HLT Hilton Worldwide Holdings Inc.
-1.5%
-$339.48 
BKR Baker Hughes Company
-1.49%
-$34 
BNY BlackRock New York Municipal Income Trust
-1.47%
-$215.1 
ZS Zscaler Inc.
-1.47%
-$2.18 
DLR Digital Realty Trust, Inc.
-1.45%
-$114.75 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$348.3 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.42%
-$12,872.91 
MAGS Roundhill Magnificent Seven Fund
-1.33%
-$103.04 
AMZN Amazon.com Inc
-1.32%
-$4,138.95 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.32%
-$163.78 
EQIX Equinix, Inc.
-1.3%
-$40.01 
BA Boeing Company
-1.27%
-$324.09 
RTX RTX Corporation
-1.27%
-$2,276.65 
ASML ASML Holding N.V. New York Registry Shares
-1.26%
-$68.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.25%
-$361.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.24%
-$1,398.93 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.24%
-$427.18 
JCI Johnson Controls International plc
-1.21%
-$127.28 
IBIT iShares Bitcoin Trust
-1.18%
-$1,670.4 
HACK Amplify Cybersecurity ETF
-1.14%
-$256.8 
SCHC Schwab International Small-Cap Equity ETF
-1.12%
-$367.87 
AVDV Avantis International Small Cap Value ETF
-1.1%
-$17,933.1 
SYM Symbotic Inc. Class A
-1.08%
-$109.94 
JPM JPMorgan Chase & Co.
-1.06%
-$5,003.02 
TSLA Tesla, Inc.
-1.05%
-$1,957.62 
TT Trane Technologies plc
-1.03%
-$79.36 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.02%
-$563.45 
SLB Schlumberger Limited
-1.02%
-$14.55 
BLK BlackRock, Inc.
-1%
-$65.4 
SPHQ Invesco S&P 500 Quality ETF
-0.99%
-$94.35 
FTQI First Trust Nasdaq BuyWrite Fund
-0.99%
-$2,377.32 
BP BP p.l.c. Sponsored ADR
-0.92%
-$80.56 
PEG Public Service Enterprise Group Incorporated
-0.91%
-$20.44 
EFA iShares MSCI EAFE ETF
-0.91%
-$308.46 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$2,011.61 
STT State Street Corp
-0.9%
-$30.06 
IRM Iron Mountain Inc.
-0.85%
-$274.05 
CCI Crown Castle Inc.
-0.81%
-$42.88 
PANW Palo Alto Networks, Inc.
-0.81%
-$1,832.55 
PFF iShares Preferred and Income Securities ETF
-0.8%
-$7.84 
NOC Northrop Grumman Corporation
-0.78%
-$1,379.73 
YUM Yum! Brands, Inc.
-0.76%
-$667 
ABNB Airbnb, Inc.
-0.75%
-$188.44 
VOO Vanguard S&P 500 ETF
-0.75%
-$18,063.07 
CGUS Capital Group Core Equity ETF
-0.75%
-$3.02 
IVV iShares Core S&P 500 ETF
-0.75%
-$1,003.88 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$1,020.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$36,833.94 
IBB iShares Biotechnology ETF
-0.74%
-$46.53 
WRB W.R. Berkley Corporation
-0.72%
-$62.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$2.64 
GM General Motors Company
-0.7%
-$60.49 
BUFQ FT Nasdaq Buffer ETF July.
-0.69%
-$77,819.15 
RONB Baron First Principles ETF
-0.65%
-$37.2 
WSO Watsco Inc.
-0.63%
-$70.76 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.62%
-$18.72 
PGR Progressive Corporation
-0.62%
-$153.67 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.62%
-$67.23 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.61%
-$811.13 
BJUL Innovator U.S. Equity Buffer ETF
-0.6%
-$5,168.54 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.59%
-$4,022.05 
SFLR Innovator Equity Managed Floor ETF
-0.51%
-$3,509 
NOW ServiceNow, Inc.
-0.48%
-$4.54 
DOW Dow Inc.
-0.47%
-$5.88 
WBD Warner Bros. Discovery, Inc.
-0.46%
-$20.62 
BDEC Innovator U.S. Equity Buffer ETF
-0.43%
-$2,920.31 
CGDV Capital Group Dividend Value ETF
-0.41%
-$54,916.6 
NUE Nucor Corporation
-0.41%
-$30.72 
HST Host Hotels & Resorts Inc.
-0.4%
-$22.89 
BNOV FGCI Inc.
-0.4%
-$1,066.75 
BFEB Innovator U.S. Equity Buffer ETF
-0.39%
-$1,235.74 
BUFF Innovator Laddered Allocation Fund
-0.38%
-$1,390.6 
IGV iShares Expanded Tech-Software Sector ETF
-0.37%
-$40.25 
BUFG FT Vest Buffered Allocation Fund
-0.37%
-$105.93 
DMAY FT Vest US Equity Deep Buffer Fund
-0.37%
-$1,039.5 
DJT Trump Media & Technology Group Corp.
-0.37%
-$54.95 
HAL Halliburton Company
-0.35%
-$1.87 
F Ford Motor Company
-0.35%
-$2.45 
IWM iShares Russell 2000 ETF
-0.34%
-$213.18 
XLI Industrial Select Sector SPDR Fund
-0.34%
-$27.45 
GJUN FT Vest US Equity Moderate Fund
-0.34%
-$57.68 
FAPR FT Vest U.S. Equity Buffer ETF
-0.34%
-$180.48 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.33%
-$1,548.39 
CBOE Cboe Global Markets Inc.
-0.32%
-$31.5 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$56,395.89 
OXY Occidental Petroleum Corporation
-0.31%
-$7.59 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.27%
-$523.92 
BMAR Innovator U.S. Equity Buffer ETF
-0.25%
-$375.07 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.24%
-$695.86 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.24%
-$67.2 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-0.23%
-$45.98 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.23%
-$128.17 
UNOV Innovator U.S. Equity Ultra Fund
-0.22%
-$1,153.98 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.21%
-$319.86 
UMAR Innovator U.S. Equity Ultra Fund
-0.21%
-$1,917.9 
FMAR FT Vest U.S. Equity Buffer ETF
-0.21%
-$56.87 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.21%
-$72.08 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.21%
-$110.88 
BSEP Innovator U.S. Equity Buffer ETF
-0.21%
-$660.39 
GFEB FT VEST US Equity Moderate Fund
-0.2%
-$1,154.52 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.2%
-$542.91 
UMAY Innovator U.S. Equity Ultra Fund
-0.2%
-$832.16 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.2%
-$5,128.88 
HUBB Hubbell Inc.
-0.19%
-$1.82 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.18%
-$16,671.93 
GOCT FT Vest US Equity Moderate Fund
-0.18%
-$165.9 
UDEC Innovator U.S. Equity Ultra Fund
-0.18%
-$3,845.62 
FAUG FT Vest U.S. Equity Buffer ETF
-0.18%
-$1,000.4 
STLD Steel Dynamics Inc.
-0.17%
-$2.42 
GMAR FT Vest US Equity Moderate B Fund
-0.17%
-$44.1 
BAPR Innovator U.S. Equity Buffer ETF
-0.17%
-$47.79 
HNDL NASDAQ 7 Handl Index ETF
-0.17%
-$247.69 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.17%
-$362.19 
XYLD Global X S&P 500 Covered Call ETF
-0.16%
-$251.22 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.15%
-$12.92 
SCHW Charles Schwab Corporation
-0.15%
-$37.51 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.15%
-$180.32 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$188.32 
GNOV FT Vest US Equity Moderate B Fund
-0.14%
-$69.42 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.14%
-$180 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.14%
-$28.8 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.14%
-$94.44 
VO Vanguard Mid-Cap ETF
-0.13%
-$128.94 
MUB iShares National Muni Bond ETF
-0.13%
-$32.53 
FTLS First Trust Long/Short Equity ETF
-0.12%
-$8,720.82 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$30.18 
UAPR Innovator U.S. Equity Ultra ETF
-0.11%
-$1,566.07 
BAUG Innovator U.S. Equity Buffer ETF
-0.11%
-$360.06 
UFEB Innovator U.S. Equity Ultra ETF
-0.11%
-$671.61 
MARM Ftv Estus Max Buff ETF March
-0.11%
-$158.27 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$59.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.1%
-$6.41 
UJUN Innovator U.S. Equity Ultra Fund
-0.1%
-$1,125.48 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$245.82 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$33.98 
UJAN Innovator U.S. Equity Ultra Fund
-0.1%
-$2,242.15 
HYLS FT Tactical High Yield ETF
-0.1%
-$205.88 
PAVE Global X U.S. Infrastructure Development ETF
-0.1%
-$293.54 
UOCT Innovator U.S. Equity Ultra Fund
-0.1%
-$2,635.04 
FMB First Trust Managed Municipal Fund
-0.09%
-$121.49 
GAUG FT Vest US Equity Moderate Fund
-0.09%
-$285.28 
PCG PG&E Corporation
-0.09%
-$4.33 
USEP Innovator U.S. Equity Ultra ETF
-0.08%
-$255.54 
CMBS iShares CMBS ETF
-0.08%
-$1.28 
XMAR FT Vest US Equity Enhanced Fund
-0.08%
-$360.5 
RDVY First Trust Rising Dividend Achievers ETF
-0.08%
-$5,444.01 
ETR Entergy Corporation
-0.08%
-$4.63 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$277.43 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.07%
-$274.86 
RCL Royal Caribbean Group
-0.07%
-$18.62 
LMT Lockheed Martin Corporation
-0.06%
-$54.15 
SRE Sempra
-0.05%
-$4.65 
XNOV FT Vest US Equity Enhanced Fund
-0.05%
-$19.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$1.68 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$0.95 
BAC Bank of America Corporation
-0.04%
-$51.7 
WAT Waters Corporation
-0.04%
-$2.79 
XOCT FT VEST US Equity Enhance & Income Fund
-0.04%
-$42.62 
CME CME Group Inc.
-0.04%
-$5.85 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$8.14 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.01%
-$33.77 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$162.93 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$0.54 Events
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Dividends
Dividend Analysis
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| Trades 1743 | Longs Won 1128/1743 64% | Profit Factor 23.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $118,811.08 |
| Average Win $28,646.99 | Best Trade (Jul 13) $2.78M | Sharpe Ratio -10.42 |
| Average Loss -$2,194.97 | Worst Trade (Jul 17) -$65,836.4 | Z-Score 13.35 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $17,708.85 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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