WH
William Herlihy Portfolio
Invests via RESOURCES MANAGEMENT Corp. /CT/ /ADV | Managed by William Herlihy
Invests via RESOURCES MANAGEMENT Corp. /CT/ /ADV
Managed by William Herlihy
Automatically Tracked
William Herlihy Profile
William Herlihy has established himself as a key figure in the technology sector, with a notable background in operational leadership and strategic development. He is known for his role in spearheading growth initiatives at various tech companies, which have significantly enhanced their market positioning. Leveraging extensive experience from previous executive roles, he successfully integrates innovation into business practices while maintaining robust corporate governance. His ability to foster partnerships and drive digital transformation has made him an invaluable asset within his industry.
William Herlihy has established himself as a key figure in the technology sector, with a notable background in operational leadership and strategic development. He is known for his role in spearheading growth initiatives at various tech companies, which have significantly enhanced their market positioning. Leveraging extensive experience from previous executive roles, he successfully integrates innovation into business practices while maintaining robust corporate governance. His ability to foster partnerships and drive digital transformation has made him an invaluable asset within his industry.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape captivate William Herlihy, whose entrepreneurial insights and strategic acumen shape his investment approach. His experience in operational leadership drives a focus on dynamic companies with innovative products that meet evolving consumer demands. By emphasizing scalability, he aligns investments with firms poised for market disruption and significant expansion. A hands-on leader, he champions cross-functional collaboration to enhance competitive advantages while prioritizing sustainable practices. Herlihy’s unique ability to identify transformative potential helps unlock value across diverse tech segments.
Growth opportunities within the technology landscape captivate William Herlihy, whose entrepreneurial insights and strategic acumen shape his investment approach. His experience in operational leadership drives a focus on dynamic companies with innovative products that meet evolving consumer demands. By emphasizing scalability, he aligns investments with firms poised for market disruption and significant expansion. A hands-on leader, he champions cross-functional collaboration to enhance competitive advantages while prioritizing sustainable practices. Herlihy’s unique ability to identify transformative potential helps unlock value across diverse tech segments.
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:
34.83%
Gain -8.13%
Monthly
0.71%
Yearly
8.81%
Drawdown
18.55%
$781.57M
Equity
Holdings
$781.57M
Investment
$725.73M
$432.03M
Profit -$1.63M
Realized
$376.18M
Unrealized
$55.85M
Dividends
$92.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-8.13%
Profit
-$1.63M
Win %
66%
This Week
Compared To Last Week
Gain
0.42%
Profit
$3.29M
Win %
66%
This Month
Compared to last month
Gain
-0.81%
Profit
-$6.4M
Win %
66%
This Year
Compared to last year
Gain
8.09%
Profit
$58.52M
Win %
66%
ANGI Angi Inc. Class A Common Stock
+17.52%
+$1,440.91 
MRNA Moderna, Inc.
+12.59%
+$300.8 
NOW ServiceNow, Inc.
+9.85%
+$134,857.8 
VRTS Virtus Investment Partners Inc.
+8.76%
+$83.23 
LLY Eli Lilly and Company
+7.13%
+$560,919.24 
ZS Zscaler Inc.
+6.83%
+$2,538 
MSFT Microsoft Corp.
+5.71%
+$1.79M 
ABR Arbor Realty Trust Inc.
+5.47%
+$156.8 
UBER Uber Technologies, Inc.
+5.47%
+$47.4 
CRM Salesforce Inc
+5.45%
+$113,734.72 
PLTR Palantir Technologies Inc.
+5.28%
+$5,660 
SYK Stryker Corporation
+5.25%
+$374,047.8 
RIVN Rivian Automotive, Inc.
+5.18%
+$316.47 
IBM International Business Machines Corporation
+5.17%
+$331,007.61 
DJT Trump Media & Technology Group Corp.
+5.1%
+$27 
INTU Intuit Inc.
+4.96%
+$6,704.5 
LULU lululemon athletica inc.
+4.92%
+$1,019.35 
SHOP Shopify Inc.
+4.69%
+$104.8 
SCI Service Corporation International
+4.26%
+$128,814.3 
SPOT Spotify Technology S.A.
+4.26%
+$8,520.93 
ALTO Alto Ingredients Inc.
+4.22%
+$1,050 
MGM MGM Resorts International
+4.22%
+$796 
MRSH Marsh & McLennan Companies, Inc.
+4.19%
+$7,650 
NFLX Netflix, Inc.
+4.1%
+$23,047.2 
FISV Fiserv, Inc.
+4.04%
+$117,317.76 
AON Aon plc
+4.03%
+$2,420.6 
EVLV Evolv Technologies Holdings, Inc.
+4.01%
+$58.8 
JNJ Johnson & Johnson
+3.99%
+$580,804.86 
BMY Bristol-Myers Squibb Company
+3.85%
+$58,734.75 
PANW Palo Alto Networks, Inc.
+3.79%
+$272,984.15 
AJG Arthur J. Gallagher & Co.
+3.74%
+$2,347.2 
ARE Alexandria Real Estate Equities, Inc.
+3.62%
+$48.25 
CINF Cincinnati Financial Corporation
+3.57%
+$679.45 
ALL Allstate Corporation
+3.46%
+$10,493.09 
ADP Automatic Data Processing Inc.
+3.35%
+$206,825.08 
ZBRA Zebra Technologies Corporation
+3.34%
+$1,221 
AEE Ameren Corporation
+3.31%
+$113.7 
CRWD CrowdStrike Holdings, Inc.
+3.31%
+$313,688.86 
CMG Chipotle Mexican Grill, Inc.
+3.28%
+$15,624.4 
GILD Gilead Sciences Inc.
+3.26%
+$82,306.92 
CB Chubb Limited
+3.21%
+$66,959.04 
AAPL Apple Inc.
+3.14%
+$1.66M 
ORI Old Republic International Corp.
+3.05%
+$311.1 
ORLY O'Reilly Automotive Inc.
+3.05%
+$241,995.35 
XLV Health Care Select Sector SPDR Fund
+3.03%
+$3,028.53 
BDX Becton, Dickinson and Company
+3%
+$3,128.06 
UNH UnitedHealth Group Incorporated
+2.98%
+$98,274.44 
VHT Vanguard Health Care ETF
+2.87%
+$2,637.6 
WRB W.R. Berkley Corporation
+2.86%
+$77,513.04 
TRV The Travelers Companies, Inc.
+2.85%
+$58,865.58 
PTC PTC Inc.
+2.82%
+$8,457.56 
LNG Cheniere Energy Inc.
+2.78%
+$2,007.78 
SUN Sunoco L.P.
+2.75%
+$3,168.4 
KO The Coca-Cola Company
+2.75%
+$15,872.22 
HIG The Hartford Insurance Group, Inc.
+2.7%
+$718.08 
AHCO AdaptHealth Corp.
+2.69%
+$67.5 
GPC Genuine Parts Company
+2.68%
+$3,030 
PFE Pfizer Inc.
+2.62%
+$25,488.2 
SE Sea Ltd.
+2.61%
+$47,416.12 
UFI Unifi Inc.
+2.56%
+$33 
MRK Merck & Co., Inc.
+2.56%
+$189,325.8 
MCO Moody's Corporation
+2.54%
+$2,232 
RBLX Roblox Corporation
+2.52%
+$117 
ACN Accenture plc Class A
+2.51%
+$160,840.84 
AMZN Amazon.com Inc
+2.5%
+$211,432.52 
XBI SPDR S&P Biotech ETF
+2.5%
+$1,421.25 
HACK Amplify Cybersecurity ETF
+2.47%
+$119 
PNFP Pinnacle Financial Partners Inc.
+2.37%
+$699.66 
CTSH Cognizant Technology Solutions Corporation
+2.25%
+$2,811.6 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.23%
+$36.96 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$43,443.4 
CMCSA Comcast Corp
+2.12%
+$447.84 
MA Mastercard Incorporated
+2.07%
+$57,923.38 
SOLV Solventum Corporation
+2.07%
+$161 
AWK American Water Works Company, Inc.
+2.06%
+$40.2 
IBB iShares Biotechnology ETF
+2.01%
+$210.33 
VLTO Veralto Corporation
+1.99%
+$3,066 
ALLE Allegion plc
+1.98%
+$3,219.49 
MCD McDonald's Corporation
+1.97%
+$341,638.56 
ES Eversource Energy
+1.94%
+$29,094.76 
CCOI Cogent Communications Holdings, Inc.
+1.9%
+$1,467.25 
SIGI Selective Insurance Group Inc.
+1.89%
+$4,337.17 
BRK-A Berkshire Hathaway Inc.
+1.8%
+$26,395.88 
CTA-PA EIDP, Inc.
+1.77%
+$79.9 
O Realty Income Corporation
+1.74%
+$49,317.07 
NLY Annaly Capital Management, Inc.
+1.73%
+$131.43 
V Visa Inc. Class A
+1.73%
+$41,329.12 
DVA DaVita Inc.
+1.73%
+$1,104 
GIS General Mills, Inc.
+1.72%
+$1,675.67 
AAL American Airlines Group Inc.
+1.71%
+$22.8 
VLO Valero Energy Corporation
+1.69%
+$107,435.42 
CTAS Cintas Corporation
+1.66%
+$562 
HLI Houlihan Lokey Inc.
+1.63%
+$15,639.9 
AFL Aflac Inc.
+1.62%
+$11,452.8 
CMS-PB Consumers Energy Company
+1.57%
+$180.01 
AMGN Amgen Inc.
+1.56%
+$19,599 
MET MetLife Inc.
+1.56%
+$80.52 
DHR Danaher Corporation
+1.54%
+$98,426.09 
VNQ Vanguard Real Estate ETF
+1.52%
+$377.4 
WEC WEC Energy Group Inc.
+1.52%
+$9,628.02 
DOC Healthpeak Properties, Inc.
+1.51%
+$31,668.8 
TSCO Tractor Supply Company
+1.5%
+$52,237.6 
SHW The Sherwin-Williams Company
+1.47%
+$21,636.73 
CHD Church & Dwight Co., Inc.
+1.46%
+$6,093.23 
TMO Thermo Fisher Scientific Inc.
+1.44%
+$27,227.31 
SBUX Starbucks Corporation
+1.4%
+$11,268 
LNT Alliant Energy Corporation
+1.39%
+$530 
EXC Exelon Corporation
+1.39%
+$156 
HSY The Hershey Company
+1.37%
+$1,239.31 
PEP PepsiCo, Inc.
+1.34%
+$140,549.2 
T AT&T Inc.
+1.34%
+$505.8 
SO The Southern Company
+1.3%
+$13,685 
STZ Constellation Brands, Inc.
+1.28%
+$1,899.95 
GEHC GE HealthCare Technologies Inc.
+1.26%
+$41.82 
ISRG Intuitive Surgical, Inc.
+1.25%
+$6,763.51 
AEP American Electric Power Company, Inc.
+1.23%
+$1,652.82 
BR Broadridge Financial Solutions, Inc.
+1.23%
+$1,553.1 
RGEN Repligen Corporation
+1.23%
+$445 
TSLA Tesla, Inc.
+1.22%
+$4,355.9 
ADX Adams Diversified Equity Fund, Inc.
+1.21%
+$1,213.8 
KMB Kimberly-Clark Corporation
+1.18%
+$1,713.23 
ED Consolidated Edison, Inc.
+1.17%
+$152.1 
HDV iShares Core High Dividend ETF
+1.16%
+$16 
PRU Prudential Financial, Inc.
+1.14%
+$50.02 
GLD SPDR Gold Shares
+1.13%
+$2,939.86 
IAU iShares Gold Trust
+1.12%
+$1,121.15 
HD The Home Depot, Inc.
+1.12%
+$170,569.1 
CL Colgate-Palmolive Company
+1.11%
+$8,692.08 
WM Waste Management, Inc.
+1.1%
+$84,402.43 
COST Costco Wholesale Corporation
+1.09%
+$138,267.07 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.07%
+$8,580.6 
BX Blackstone Inc.
+1.07%
+$48,081.42 
AXAHY Axa S.A. Sponsored ADR
+1.07%
+$131.04 
PM Philip Morris International Inc.
+1.03%
+$6,624.04 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+1.02%
+$10,502 
VZ Verizon Communications Inc.
+1.02%
+$27,373.27 
DUK Duke Energy Corporation
+1.01%
+$28,377.2 
NEE NextEra Energy, Inc.
+0.98%
+$190,912.26 
AOS A. O. Smith Corporation
+0.96%
+$206.5 
FTNT Fortinet Inc.
+0.95%
+$355 
ABT Abbott Laboratories
+0.94%
+$57,950.64 
VOX Vanguard Communication Services ETF
+0.94%
+$30.24 
OHI Omega Healthcare Investors Inc.
+0.92%
+$306.24 
XLP Consumer Staples Select Sector SPDR Fund
+0.92%
+$392.7 
NVO Novo Nordisk A/S Sponsored ADR
+0.9%
+$5,590 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.9%
+$1,130.16 
RMD ResMed Inc.
+0.85%
+$5,409.63 
STAG Stag Industrial Inc.
+0.84%
+$8,043.75 
VSNT Versant Media Group, Inc.
+0.81%
+$4.35 
NBBK NB Bancorp Inc.
+0.81%
+$255 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$139.12 
CP Canadian Pacific Kansas City Limited
+0.79%
+$155.25 
MO Altria Group, Inc.
+0.79%
+$1,516.7 
ENPH Enphase Energy, Inc.
+0.78%
+$190.55 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$237.12 
DIS The Walt Disney Company
+0.76%
+$1,918.07 
RTX RTX Corporation
+0.75%
+$79,073.96 
INGR Ingredion Inc.
+0.7%
+$680 
AVY Avery Dennison Corporation
+0.7%
+$4,593.06 
PPG PPG Industries Inc.
+0.69%
+$184.8 
RPM RPM International Inc.
+0.68%
+$482.6 
NBTB NBT Bancorp Inc.
+0.67%
+$338.25 
SDY SPDR S&P Dividend ETF
+0.63%
+$864.01 
ITB iShares U.S. Home Construction ETF
+0.62%
+$5.2 
TMUS T-Mobile US, Inc.
+0.61%
+$43,615.55 
ULTA Ulta Beauty Inc.
+0.6%
+$240.26 
IWN iShares Russell 2000 Value ETF
+0.6%
+$132 
TGT Target Corporation
+0.59%
+$278.8 
GD General Dynamics Corporation
+0.58%
+$6,349.53 
BIP Brookfield Infrastructure Partners L.P.
+0.58%
+$94.5 
MDT Medtronic plc
+0.57%
+$43.7 
XLC Communication Services Select Sector SPDR Fund
+0.57%
+$6 
KMI Kinder Morgan, Inc.
+0.55%
+$72 
HLTOY Hellenic Telecommunications Organization S.A. - ADR
+0.54%
+$60 
VXF Vanguard Extended Market ETF
+0.52%
+$463.76 
CGW Invesco S&P Global Water Index ETF
+0.51%
+$165 
WMB The Williams Companies, Inc.
+0.5%
+$682.11 
LMT Lockheed Martin Corporation
+0.47%
+$8,853.6 
CSX CSX Corporation
+0.46%
+$3,182.08 
ETR Entergy Corporation
+0.46%
+$265 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.45%
+$7,805.14 
HON Honeywell International Inc.
+0.42%
+$26,087.18 
FAST Fastenal Co.
+0.38%
+$647.99 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.37%
+$27 
PG Procter & Gamble Co
+0.35%
+$42,060.52 
IWP iShares Russell Mid-Cap Growth ETF
+0.35%
+$98 
AB AllianceBernstein Holding L.P.
+0.34%
+$1,866 
CI The Cigna Group
+0.33%
+$172.04 
IWM iShares Russell 2000 ETF
+0.31%
+$937.47 
KBE SPDR S&P Bank ETF
+0.29%
+$20 
DLR Digital Realty Trust, Inc.
+0.29%
+$1,942.64 
MFC Manulife Financial Corporation
+0.27%
+$1,267.2 
INDA ISHARES MSCI INDIA ETF
+0.26%
+$35.75 
LOW Lowe's Companies Inc.
+0.25%
+$4,240.58 
NSC Norfolk Southern Corporation
+0.24%
+$765 
UNP Union Pacific Corporation
+0.23%
+$3,816.1 
MTB M&T Bank Corporation
+0.21%
+$410.12 
MPC Marathon Petroleum Corporation
+0.2%
+$325 
QUAL iShares MSCI USA Quality Factor ETF
+0.19%
+$54.94 
PKG Packaging Corporation of America
+0.19%
+$6,436.38 
IVE ISHARES S&P 500 VALUE ETF
+0.19%
+$10.32 
NVS Novartis AG Sponsored ADR
+0.19%
+$130.5 
BMO Bank of Montreal
+0.17%
+$2,631.09 
USB-PA U.S. Bancorp PERP PFD SER A
+0.17%
+$403.2 
CNI Canadian National Railway Company
+0.17%
+$80 
JEPI JPMorgan Equity Premium Income Fund
+0.16%
+$31.77 
TJX The TJX Companies, Inc.
+0.15%
+$28,919.51 
NOC Northrop Grumman Corporation
+0.14%
+$420.01 
BEP Brookfield Renewable Partners L.P.
+0.11%
+$18 
WBS Webster Financial Corporation
+0.11%
+$537.6 
ARI Apollo Commercial Real Estate Finance Inc.
+0.09%
+$86.18 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$368.01 
BSX Boston Scientific Corporation
+0.07%
+$1,460.55 
NTR Nutrien Ltd.
+0.03%
+$6.68 
48128BAH4
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
AZN
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
CNTHO Eversource Energy 5.28% Perpetual Preferred Stock
0%
$0 
DUK-PA Duke Energy Corporation
0%
$0 
LH
0%
$0 
LYV
0%
$0 
NFJ
0%
$0 
OXLCP Oxford Lane Capital Corp. 6.25% Series 2027 Term Preferred Stock
0%
$0 
Q
0%
$0 
RPID Rapid Micro Biosystems, Inc.
0%
$0 
SNOW
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
XPO
0%
$0 
QCOM QUALCOMM Incorporated
-7.57%
-$564,362.01 
ADI Analog Devices, Inc.
-7.42%
-$467,161.05 
NXPI NXP Semiconductors N.V.
-7.24%
-$1,081 
CMI Cummins Inc.
-5.73%
-$129,832.73 
LRCX Lam Research Corporation
-5.66%
-$582,661.18 
CAT Caterpillar Inc.
-5.63%
-$290,555.4 
MRVL Marvell Technology, Inc.
-5.15%
-$388,013.76 
TT Trane Technologies plc
-5.08%
-$306,660.77 
SOLS Sollensys Corp.
-4.86%
-$5,705.44 
ANET Arista Networks, Inc.
-4.75%
-$9,812.49 
WAB Wabtec Corporation
-4.57%
-$14,212.01 
CSCO Cisco Systems, Inc.
-4.37%
-$258,029.2 
GS The Goldman Sachs Group, Inc.
-4.27%
-$31,654.06 
ETN Eaton Corporation plc
-4.09%
-$12,084.58 
MS Morgan Stanley
-4.08%
-$12,749.14 
ROG Rogers Corporation
-3.93%
-$13,119.99 
GEV GE Vernova Inc.
-3.71%
-$18,900.67 
AVGO Broadcom Inc.
-3.67%
-$843,762.61 
ITT Itt Inc.
-3.52%
-$1,424.1 
INTC Intel Corporation
-3.42%
-$2,502.49 
FDX FedEx Corporation
-3.31%
-$8,913.47 
CARR Carrier Global Corporation
-3.17%
-$23,215.53 
PWB Invesco Large Cap Growth ETF
-3.07%
-$319.41 
GLW Corning Incorporated
-3.05%
-$1,252.8 
TLN Talen Energy Corporation
-3.05%
-$648.21 
REMX VanEck Rare Earth and Strategic Metals ETF
-3%
-$268 
DE Deere & Company
-2.78%
-$51,491.34 
SWKS Skyworks Solutions Inc.
-2.77%
-$867.18 
AMRN Amarin Corporation plc Sponsored ADR
-2.69%
-$26.4 
ORCL Oracle Corporation
-2.58%
-$147,752.66 
ASML ASML Holding N.V. New York Registry Shares
-2.53%
-$1,164 
DELL Dell Technologies Inc.
-2.43%
-$6,474.01 
MMM 3M Company
-2.36%
-$3,017.52 
ZTS Zoetis Inc.
-2.22%
-$1,579.49 
C Citigroup Inc.
-2.22%
-$740.6 
GOOG Alphabet Inc
-2.19%
-$28,845 
PH Parker-Hannifin Corporation
-2.12%
-$8,396 
AMD Advanced Micro Devices, Inc.
-2.06%
-$2,318.89 
XLK State Street Technology Select Sector SPDR ETF
-1.87%
-$6,587.86 
RAL Ralliant Corporation
-1.86%
-$619.24 
GOOGL Alphabet Inc
-1.84%
-$490,253.49 
JPM JPMorgan Chase & Co.
-1.81%
-$670,693.84 
CME CME Group Inc.
-1.78%
-$888 
IYW iShares U.S. Technology ETF
-1.77%
-$6,365.11 
AIA iShares Asia 50 ETF
-1.75%
-$210,188.17 
AMR Alpha Metallurgical Resources, Inc.
-1.74%
-$90.83 
CEG Constellation Energy Corporation
-1.74%
-$33,759.51 
NVDA NVIDIA Corporation
-1.64%
-$231,891.12 
XLI Industrial Select Sector SPDR Fund
-1.59%
-$15,038 
URI United Rentals, Inc.
-1.57%
-$2,588.25 
BP BP p.l.c. Sponsored ADR
-1.56%
-$1,829 
GXO GXO Logistics Inc.
-1.49%
-$13,679.24 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.49%
-$53.76 
RIO Rio Tinto Plc Sponsored ADR
-1.44%
-$1,096 
AME Ametek Inc.
-1.42%
-$30,993.48 
VGT Vanguard Information Technology ETF
-1.39%
-$5,177.76 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$10,175.5 
HAL Halliburton Company
-1.33%
-$1,702 
UTG Reaves Utility Income Fund
-1.31%
-$192.24 
EMR Emerson Electric Co.
-1.27%
-$44,790.11 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.25%
-$87.75 
CHRN ChronoScale Corporation
-1.24%
-$186.48 
TEL TE Connectivity plc
-1.17%
-$675.7 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$609.84 
WWD Woodward Inc.
-1.1%
-$8,907.36 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.07%
-$335.75 
UPS United Parcel Service, Inc.
-1.07%
-$30,683.25 
ITW Illinois Tool Works Inc.
-1.07%
-$79,761.66 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$26.1 
WFC Wells Fargo & Company
-1.04%
-$22,309.76 
SHEL Shell plc
-1.03%
-$40 
NEU NewMarket Corporation
-1.03%
-$164.4 
SNA Snap-on Inc.
-0.96%
-$28,655.55 
DOW Dow Inc.
-0.92%
-$208.17 
DVN Devon Energy Corporation
-0.92%
-$3,621.15 
WBD Warner Bros. Discovery, Inc.
-0.89%
-$12 
SLB Schlumberger Limited
-0.89%
-$42 
ROST Ross Stores, Inc.
-0.87%
-$809.71 
APH Amphenol Corporation
-0.87%
-$438,354.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$11,181 
STT State Street Corp
-0.83%
-$1,644.99 
GMF SPDR S&P Emerging Asia Pacific ETF
-0.82%
-$381 
VOO Vanguard S&P 500 ETF
-0.81%
-$12,611.32 
VO Vanguard Mid-Cap ETF
-0.77%
-$233.12 
APD Air Products and Chemicals, Inc.
-0.76%
-$10,156.35 
BLK BlackRock, Inc.
-0.74%
-$99,966.1 
EOG EOG Resources, Inc.
-0.74%
-$24,035.97 
XOM Exxon Mobil Corporation
-0.73%
-$55,079.89 
EPD Enterprise Products Partners L.P.
-0.73%
-$81 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$21,075.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.7%
-$32.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$7.2 
IWD iShares Russell 1000 Value ETF
-0.68%
-$112.2 
MDLZ Mondelez International, Inc.
-0.67%
-$1,037.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.66%
-$2,115.54 
WAT Waters Corporation
-0.66%
-$223.2 
CRH CRH plc
-0.65%
-$2,276.88 
GE General Electric Company
-0.64%
-$6,275.21 
FNDF Schwab Fundamental International Large Company Index ETF
-0.62%
-$509.52 
IXUS iShares Core International Stock ETF
-0.62%
-$29.5 
AXP American Express Company
-0.61%
-$8,001 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.61%
-$264 
ODFL Old Dominion Freight Line, Inc.
-0.6%
-$731.51 
TDG TransDigm Group Inc.
-0.6%
-$15,496 
OTIS Otis Worldwide Corporation
-0.6%
-$567.6 
EFA iShares MSCI EAFE ETF
-0.59%
-$1,345.05 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$505.69 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$12.42 
FCX Freeport-McMoRan Inc.
-0.56%
-$122.5 
ROK Rockwell Automation, Inc.
-0.54%
-$3,253.62 
BAC Bank of America Corporation
-0.53%
-$36,004.02 
CNR Core Natural Resources, Inc.
-0.51%
-$2,296.56 
LIN Linde plc
-0.51%
-$7,083.66 
ICE Intercontinental Exchange, Inc.
-0.51%
-$9,209.34 
USB U.S. Bancorp
-0.49%
-$1,327.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$1,726.57 
XYL Xylem Inc.
-0.47%
-$12,832.6 
OMC Omnicom Group Inc.
-0.46%
-$26,661.75 
XLB Materials Select Sector SPDR Fund
-0.46%
-$115.2 
XLE Energy Select Sector SPDR Fund
-0.46%
-$3,019 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$201.48 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.44%
-$3.96 
COP ConocoPhillips
-0.42%
-$2,468.7 
DD DuPont de Nemours Inc.
-0.42%
-$16.42 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$1,643.4 
VAW Vanguard Materials ETF
-0.41%
-$21,415.9 
NSRGY Nestle S.A. Sponsored ADR
-0.41%
-$966 
FTV Fortive Corporation
-0.41%
-$974 
IR Ingersoll Rand Inc.
-0.4%
-$1,572.12 
BA Boeing Company
-0.4%
-$957 
PLD Prologis Inc.
-0.4%
-$15,120.56 
RJF Raymond James Financial Inc.
-0.39%
-$262.16 
VTWO Vanguard Russell 2000 ETF
-0.38%
-$448.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$1,467.62 
NKE Nike, Inc. - Class B
-0.37%
-$336.3 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$22.63 
TFC Truist Financial Corporation
-0.35%
-$239.58 
WSO Watsco Inc.
-0.35%
-$152.25 
VUG Vanguard Growth ETF
-0.35%
-$217.5 
OKE ONEOK, Inc.
-0.34%
-$685.5 
HTHIY Hitachi Ltd. ADR
-0.32%
-$36 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$607.44 
VDE Vanguard Energy ETF
-0.31%
-$195.51 
CVS CVS Health Corporation
-0.31%
-$10,364.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.3%
-$973.95 
OSIS Osi Systems Inc.
-0.29%
-$448 
PFF iShares Preferred and Income Securities ETF
-0.26%
-$190 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$783.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.24%
-$63.18 
TTC The Toro Company
-0.23%
-$39.6 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$42.22 
D Dominion Energy, Inc.
-0.17%
-$222 
GUT The Gabelli Utility Trust
-0.15%
-$16.01 
VREOF Vireo Growth Inc.
-0.15%
-$4.95 
SNPS Synopsys, Inc.
-0.15%
-$1,745.53 
PNC The PNC Financial Services Group, Inc.
-0.12%
-$7,122.73 
AMP Ameriprise Financial, Inc.
-0.11%
-$55.2 
JPEF JPMorgan Equity Focus ETF
-0.1%
-$339.85 
F-PD Ford Motor Company 6.500% Notes
-0.09%
-$60 
WMT Walmart Inc.
-0.08%
-$4,280.94 
VBK Vanguard Small-Cap Growth ETF
-0.07%
-$2.7 
JPIN JPMorgan Diversified Return International Equity ETF
-0.07%
-$45.9 
PSX Phillips 66
-0.06%
-$795.08 
SPH Suburban Propane Partners L.P.
-0.06%
-$9.3 
WBS-PG Webster Financial Corporation
-0.04%
-$2 
VB Vanguard Small-Cap ETF
-0.04%
-$136.8 
MCK McKesson Corporation
-0.04%
-$926.97 Events
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Dividends
Dividend Analysis
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| Trades 8489 | Longs Won 5015/8489 59% | Profit Factor 3.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $726,385.3 |
| Average Win $128,333.51 | Best Trade (Mar 31) $24.76M | Sharpe Ratio -0.27 |
| Average Loss -$60,899.42 | Worst Trade (Jun 30) -$13.01M | Z-Score -24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 5d | Expectancy $50,892.84 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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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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