Syon Capital LLC Portfolio
Invests via SYON CAPITAL LLC | Managed by Ash Chopra, Peter Lowden
Invests via SYON CAPITAL LLC
Managed by Ash Chopra, Peter Lowden
Automatically Tracked
Company Profile
Private investment firm SYON CAPITAL LLC focuses on growth-stage technology and healthcare investments, deploying structured equity and venture-style capital to scale market-facing businesses. The firm emphasizes operational partnership, board-level governance, and follow-on capital to drive revenue acceleration and strategic exits. Typical engagement spans Series A to late-growth rounds with sector expertise in software, fintech, and life sciences.
Private investment firm SYON CAPITAL LLC focuses on growth-stage technology and healthcare investments, deploying structured equity and venture-style capital to scale market-facing businesses. The firm emphasizes operational partnership, board-level governance, and follow-on capital to drive revenue acceleration and strategic exits. Typical engagement spans Series A to late-growth rounds with sector expertise in software, fintech, and life sciences.
Investment Philosophy & Strategy
Targets growth-stage technology and healthcare companies, allocating structured equity and venture-style capital to accelerate revenue and de-risk scale. Investment style blends active board governance, operational partnership, and staged follow-on commitments to protect upside while managing dilution risk. Underwriting emphasizes durable GTM models, regulatory defensibility in life sciences, and fintech compliance moats. Typical holding periods span multi-year growth cycles with exit orientation toward strategic sales or growth IPOs; portfolio construction balances concentrated conviction positions with reserve capital for winners.
Targets growth-stage technology and healthcare companies, allocating structured equity and venture-style capital to accelerate revenue and de-risk scale. Investment style blends active board governance, operational partnership, and staged follow-on commitments to protect upside while managing dilution risk. Underwriting emphasizes durable GTM models, regulatory defensibility in life sciences, and fintech compliance moats. Typical holding periods span multi-year growth cycles with exit orientation toward strategic sales or growth IPOs; portfolio construction balances concentrated conviction positions with reserve capital for winners.
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:
66.71%
Gain +0.68%
Monthly
1.43%
Yearly
18.58%
Drawdown
13.02%
$2.34B
Equity
Holdings
$2.34B
Investment
$1.89B
$586.07M
Profit +$10.66M
Realized
$127.53M
Unrealized
$458.54M
Dividends
$85.37M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.68%
Profit
$10.66M
Win %
68%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$10.79M
Win %
68%
This Month
Compared to last month
Gain
1.34%
Profit
$31.01M
Win %
68%
This Year
Compared to last year
Gain
2.22%
Profit
$50.98M
Win %
66%
RXRX Recursion Pharmaceuticals, Inc.
+14.97%
+$18,703.44 
PRME Prime Medicine Inc.
+11.02%
+$3,821.57 
ARQT Arcutis Biotherapeutics Inc.
+9.41%
+$25,163.11 
PAG Penske Automotive Group Inc.
+8.55%
+$31,551.77 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+8.53%
+$113,518.87 
IP International Paper Company
+7.45%
+$20,968.87 
GWRE GUIDEWIRE SOFTWARE INC
+7.39%
+$26,682.66 
ETSY Etsy Inc.
+7.38%
+$77,760.72 
CSGP CoStar Group, Inc.
+6.85%
+$15,117.2 
SMG Scotts Miracle-Gro Co.
+6.8%
+$46,867.08 
TTD The Trade Desk, Inc. Class A
+6.77%
+$32,064.45 
INTU Intuit Inc.
+6.44%
+$57,131.42 
MYGN Myriad Genetics Inc.
+6.26%
+$5,809.96 
AJG Arthur J. Gallagher & Co.
+6.12%
+$38,310.3 
EBAY eBay Inc.
+6.02%
+$99,292.16 
EXPE Expedia Group, Inc.
+6%
+$96,787.04 
SIG Signet Jewelers Ltd.
+5.97%
+$18,091.12 
IT Gartner Inc.
+5.9%
+$18,753.76 
FIG Figma Inc. Class A Common Stock
+5.84%
+$168,984.49 
ESLT Elbit Systems Ltd.
+5.84%
+$24,583.44 
PII Polaris Inc.
+5.82%
+$25,137 
G Genpact Ltd.
+5.77%
+$38,853.84 
MRSH Marsh & McLennan Companies, Inc.
+5.61%
+$89,734.85 
TOST Toast Inc.
+5.49%
+$41,182.04 
W Wayfair Inc.
+5.48%
+$20,503.28 
LLY Eli Lilly and Company
+5.46%
+$866,910 
PSKY Paramount Skydance Corporation Class B Common Stock
+5.45%
+$5,252 
FICO Fair Isaac Corporation
+5.42%
+$8,967.7 
ADSK Autodesk, Inc.
+5.4%
+$35,759.94 
M Macy's Inc.
+5.38%
+$11,413.1 
APP AppLovin Corporation Class A Common Stock
+5.33%
+$14,692.98 
VAC Marriott Vacations Worldwide Corporation
+5.31%
+$36,975.84 
ACN Accenture plc Class A
+5.3%
+$62,130 
MRNA Moderna, Inc.
+5.3%
+$68,086.79 
HRB H&R Block Inc.
+5.26%
+$24,282.28 
CPB The Campbell's Company
+5.24%
+$11,780 
CPRT Copart Inc.
+5.23%
+$14,509 
LEN Lennar Corporation
+5.2%
+$27,444.37 
EPAM Epam Systems Inc.
+5.2%
+$37,623.69 
WEN The Wendy's Company
+5.12%
+$3,983.43 
VEEV Veeva Systems Inc.
+5.1%
+$25,748.35 
WTW Willis Towers Watson Public Limited Company
+5.07%
+$36,814.62 
BC Brunswick Corporation
+5.04%
+$17,116.32 
AZO AutoZone Inc.
+4.99%
+$46,670.19 
VRSK Verisk Analytics Inc.
+4.94%
+$18,800.76 
NOW ServiceNow, Inc.
+4.89%
+$71,341.2 
H Hyatt Hotels Corporation
+4.82%
+$11,857.86 
CTSH Cognizant Technology Solutions Corporation
+4.79%
+$22,060.22 
ZTS Zoetis Inc.
+4.75%
+$20,248.48 
SANA Sana Biotechnology, Inc.
+4.71%
+$2,031.41 
KGC Kinross Gold Corporation
+4.7%
+$39,922.14 
ELAN Elanco Animal Health Incorporated
+4.66%
+$11,916.45 
WDAY Workday Inc.
+4.59%
+$42,101.52 
BBY Best Buy Co., Inc.
+4.57%
+$43,928.52 
SLGN Silgan Holdings Inc.
+4.54%
+$12,319.12 
AON Aon plc
+4.5%
+$55,068.4 
CXM Sprinklr Inc.
+4.44%
+$6,368 
AEM Agnico Eagle Mines Limited
+4.44%
+$30,174.54 
CBRE CBRE Group Inc.
+4.37%
+$40,434.66 
COLM Columbia Sportswear Company
+4.37%
+$12,378.24 
SNN Smith & Nephew plc ADR
+4.3%
+$19,401.6 
ADBE Adobe Inc.
+4.3%
+$53,240.61 
EL The Estée Lauder Companies Inc. Class A
+4.26%
+$12,505.04 
UNH UnitedHealth Group Incorporated
+4.22%
+$193,143.21 
HDB HDFC Bank Limited ADR
+4.22%
+$10,204.17 
RBLX Roblox Corporation
+4.21%
+$733,778 
IBN ICICI Bank Limited Sponsored ADR
+4.19%
+$11,694.76 
PCTY Paylocity Holding Corporation
+4.19%
+$56,154.73 
BKNG Booking Holdings Inc.
+4.16%
+$63,494.22 
CRM Salesforce Inc
+4.1%
+$90,683.77 
VTRS Viatris Inc.
+4.1%
+$12,128.19 
MLM Martin Marietta Materials, Inc.
+4.08%
+$26,044.19 
DHI D.R. Horton, Inc.
+4.04%
+$34,317.6 
YETI FNCL Series 2007 Other Floating Rate Instrument
+4.02%
+$42,451.72 
RL Ralph Lauren Corporation
+4.01%
+$53,502.79 
TTWO Take-Two Interactive Software, Inc.
+4%
+$17,103.32 
RELX Relx PLC Sponsored ADR
+3.94%
+$24,618.6 
ALC Alcon Inc.
+3.93%
+$13,212.64 
ROL Rollins, Inc.
+3.86%
+$9,039.24 
CHH Choice Hotels International Inc.
+3.84%
+$21,480.9 
HLT Hilton Worldwide Holdings Inc.
+3.82%
+$55,445.25 
NVO Novo Nordisk A/S Sponsored ADR
+3.82%
+$12,462.08 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+3.81%
+$32,957.78 
GRFS Grifols, S.A. American Depositary Receipt
+3.8%
+$7,351.85 
AZN AstraZeneca PLC American Depositary Shares
+3.79%
+$74,037.18 
MAS Masco Corporation
+3.77%
+$55,560.9 
GILD Gilead Sciences Inc.
+3.76%
+$118,276.34 
HONA Honeywell Aerospace Inc.
+3.76%
+$30,374.21 
ARGX argenx SE American Depositary Receipt
+3.76%
+$31,255.87 
MHK Mohawk Industries, Inc.
+3.74%
+$8,661.21 
IHG Intercontinental Hotels Group PLC ADR
+3.72%
+$16,047.36 
PVH PVH Corp.
+3.7%
+$10,727.37 
NVR NVR, Inc.
+3.67%
+$10,520.99 
LOW Lowe's Companies Inc.
+3.66%
+$77,113.68 
BALL Ball Corp.
+3.66%
+$32,606.34 
MAR Marriott International Inc. - Class A
+3.63%
+$80,667.21 
AMGN Amgen Inc.
+3.63%
+$130,691.55 
MCO Moody's Corporation
+3.62%
+$50,374.06 
HST Host Hotels & Resorts Inc.
+3.61%
+$38,176.45 
BCE BCE Inc.
+3.61%
+$7,228.51 
GIS General Mills, Inc.
+3.6%
+$27,666.87 
PAYC Paycom Software, Inc.
+3.6%
+$61,170.61 
TPR Tapestry Inc.
+3.58%
+$26,112.57 
CAG Conagra Brands Inc.
+3.58%
+$21,834.45 
BR Broadridge Financial Solutions, Inc.
+3.57%
+$26,077.43 
COO The Cooper Companies, Inc.
+3.57%
+$8,108.52 
WH Wyndham Hotels & Resorts, Inc.
+3.55%
+$6,339.06 
DASH DoorDash, Inc.
+3.55%
+$1.67M 
KRC Kilroy Realty Corporation
+3.54%
+$33,786.94 
TREX Trex Company, Inc.
+3.54%
+$12,921.1 
REGN Regeneron Pharmaceuticals, Inc.
+3.52%
+$23,503.22 
FLO Flowers Foods, Inc.
+3.52%
+$18,864.93 
TU TELUS Corporation
+3.51%
+$14,084.7 
XYZ Block, Inc.
+3.51%
+$842,251.76 
ATR AptarGroup, Inc.
+3.48%
+$18,348.01 
CI The Cigna Group
+3.48%
+$52,176.91 
DVA DaVita Inc.
+3.46%
+$11,950 
HUN Huntsman Corporation
+3.46%
+$5,333.49 
PODD Insulet Corporation
+3.44%
+$15,176.12 
BBIO BridgeBio Pharma, Inc.
+3.42%
+$28,351.62 
PAYX Paychex Inc.
+3.41%
+$33,089.1 
CSL Carlisle Companies Inc.
+3.41%
+$6,750.85 
ADT ADT Inc.
+3.41%
+$11,115.45 
GAP Gap Inc.
+3.37%
+$8,512.16 
BMY Bristol-Myers Squibb Company
+3.37%
+$33,093.06 
ROP Roper Technologies Inc.
+3.36%
+$18,882.71 
SHW The Sherwin-Williams Company
+3.36%
+$25,462.38 
TNL Travel + Leisure Co.
+3.35%
+$26,607 
PSO Pearson plc Sponsored ADR
+3.35%
+$16,426.76 
SRRK Scholar Rock Holding Corporation
+3.35%
+$12,961.15 
ABNB Airbnb, Inc.
+3.34%
+$61,285.1 
KVUE Kenvue Inc.
+3.33%
+$10,249.2 
CX Cemex S.A.B. de C.V. Sponsored ADR
+3.31%
+$4,016.25 
VMC Vulcan Materials Company
+3.31%
+$21,560 
CRH CRH plc
+3.28%
+$18,109 
SYK Stryker Corporation
+3.28%
+$53,352.89 
HD The Home Depot, Inc.
+3.26%
+$92,015 
WEX Wex Inc.
+3.25%
+$14,157.99 
CASY Casey's General Stores Inc.
+3.23%
+$55,527.28 
SPGI S&P Global Inc.
+3.23%
+$46,859.49 
COIN Coinbase Global, Inc.
+3.22%
+$24,357.61 
RNG RingCentral Inc.
+3.22%
+$59,955.5 
VFC V.F. Corporation
+3.22%
+$6,701.32 
PRGO Perrigo Company plc
+3.2%
+$7,877.97 
QURE uniQure N.V.
+3.19%
+$4,065.56 
BURL Burlington Stores Inc.
+3.16%
+$9,988.61 
HLN Haleon Plc - ADR
+3.15%
+$19,955.24 
WY Weyerhaeuser Company
+3.15%
+$5,734.02 
CALY BlackRock Short-Term California Muni Bond ETF
+3.14%
+$8,724.83 
GMAB Genmab A/S Sponsored ADR
+3.13%
+$12,731.57 
BNY BlackRock New York Municipal Income Trust
+3.12%
+$58,381.1 
GSK GSK plc Sponsored ADR
+3.12%
+$44,234.06 
MANH Manhattan Associates Inc.
+3.12%
+$14,762.74 
GIB CGI Inc.
+3.1%
+$9,596.16 
B BARRICK MINING CORP Common Stock (ABR0)
+3.09%
+$31,417.2 
NFLX Netflix, Inc.
+3.07%
+$158,319.95 
DPZ Domino's Pizza Inc.
+3.06%
+$7,700.43 
MKC McCormick & Company, Incorporated
+3.06%
+$6,381.46 
ORLY O'Reilly Automotive Inc.
+3.05%
+$55,164.12 
RING iShares MSCI Global Gold Miners ETF
+3.05%
+$416,326.97 
PHM PulteGroup Inc.
+3.04%
+$25,860.78 
CMCSA Comcast Corp
+3.04%
+$10,267.54 
NVS Novartis AG Sponsored ADR
+3.03%
+$32,165.1 
STE STERIS plc
+3.03%
+$23,104.54 
DXCM DexCom, Inc.
+3.02%
+$15,500.98 
BLK BlackRock, Inc.
+3%
+$71,399.52 
ESTC Elastic N.V.
+3%
+$159,726.72 
HAS Hasbro Inc.
+3%
+$14,012.53 
TFX Teleflex Incorporated
+2.99%
+$6,018.39 
WHR Whirlpool Corporation
+2.99%
+$7,962.9 
GDX VanEck Gold Miners ETF
+2.95%
+$523,153.44 
GEHC GE HealthCare Technologies Inc.
+2.94%
+$8,307.84 
DHR Danaher Corporation
+2.94%
+$45,434.4 
SPRY Ars Pharmaceuticals Inc
+2.93%
+$1,154.6 
IQV IQVIA Holdings Inc.
+2.9%
+$26,736.8 
ADP Automatic Data Processing Inc.
+2.89%
+$72,566.31 
EXR Extra Space Storage Inc.
+2.89%
+$10,330.75 
WM Waste Management, Inc.
+2.89%
+$46,239.06 
CERT Certara, Inc.
+2.88%
+$6,121.98 
GEN Gen Digital Inc.
+2.88%
+$19,533.21 
TGTX TG Therapeutics, Inc.
+2.88%
+$12,848.65 
FAF First American Financial Corporation
+2.88%
+$11,506.11 
BUD Anheuser-Busch InBev S.A. ADR
+2.87%
+$18,147.47 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.85%
+$7,934.73 
SBUX Starbucks Corporation
+2.84%
+$52,646.08 
HIW Highwoods Properties, Inc.
+2.82%
+$18,358.03 
TMO Thermo Fisher Scientific Inc.
+2.82%
+$66,005.97 
ICUI Icu Medical Inc.
+2.81%
+$7,305.1 
PK Park Hotels & Resorts Inc.
+2.81%
+$18,030.2 
PTCT PTC Therapeutics, Inc.
+2.78%
+$6,200.1 
PSA Public Storage Common Stock
+2.78%
+$22,632.44 
XLV Health Care Select Sector SPDR Fund
+2.77%
+$123,341.22 
GRMN Garmin Ltd.
+2.74%
+$39,676.96 
HSY The Hershey Company
+2.74%
+$10,413 
BIIB Biogen Inc.
+2.74%
+$22,243.34 
T AT&T Inc.
+2.73%
+$37,188.33 
TTEK Tetra Tech, Inc.
+2.72%
+$14,361.45 
MGA Magna International Inc.
+2.7%
+$10,995.06 
GLPI Gaming and Leisure Properties, Inc.
+2.7%
+$16,013.41 
YUM Yum! Brands, Inc.
+2.69%
+$30,446.6 
TRI Thomson Reuters Corp.
+2.68%
+$14,624.52 
NTES NetEase, Inc. American Depositary Receipt
+2.65%
+$10,814.16 
CPAY Corpay, Inc.
+2.65%
+$15,473.7 
KHC The Kraft Heinz Company
+2.64%
+$26,225.4 
ALLY Ally Financial Inc.
+2.64%
+$16,661.69 
CCEP Coca-Cola Europacific Partners PLC
+2.64%
+$10,142.72 
LOGI Logitech International S.A.
+2.6%
+$7,119.41 
TOL Toll Brothers Inc
+2.6%
+$8,627.55 
SPB Spectrum Brands Holdings Inc.
+2.6%
+$16,225.99 
VICI Vici Properties Inc.
+2.59%
+$4,764.16 
PINS Pinterest, Inc. Class A
+2.57%
+$7,526.96 
DRI Darden Restaurants, Inc.
+2.56%
+$22,641.42 
NXPI NXP Semiconductors N.V.
+2.56%
+$7,533.46 
LYV Live Nation Entertainment, Inc.
+2.54%
+$10,333.77 
CUZ Cousins Properties Incorporated
+2.53%
+$19,384.76 
ALGN Align Technology, Inc.
+2.52%
+$9,301.97 
IDXX IDEXX Laboratories, Inc.
+2.5%
+$22,100.98 
BEPC Brookfield Renewable Corporation
+2.5%
+$6,791.97 
PPG PPG Industries Inc.
+2.49%
+$17,724.47 
IBB iShares Biotechnology ETF
+2.49%
+$7,248.87 
CRI Carter's Inc.
+2.48%
+$6,272.76 
PWRL Powerlaw Corp.
+2.47%
+$126,806.95 
HOG Harley-Davidson Inc.
+2.47%
+$10,861.44 
RACE Ferrari N.V.
+2.46%
+$15,489.04 
GMED Globus Medical Inc.
+2.46%
+$14,675.62 
MCHP Microchip Technology Incorporated
+2.46%
+$9,661.75 
ARE Alexandria Real Estate Equities, Inc.
+2.45%
+$5,657.74 
CBOE Cboe Global Markets Inc.
+2.44%
+$18,722.7 
QSR Restaurant Brands International Inc.
+2.43%
+$10,801.12 
RVTY Revvity Inc.
+2.43%
+$16,413.19 
WSM Williams-Sonoma, Inc.
+2.42%
+$25,904.31 
LVS Las Vegas Sands Corp.
+2.42%
+$3,880.72 
USFD US Foods Holding Corp
+2.4%
+$13,690.99 
PCAR PACCAR Inc.
+2.38%
+$22,375.76 
WTM White Mountains Insurance Group Ltd.
+2.37%
+$7,619.4 
RMD ResMed Inc.
+2.37%
+$29,555.77 
FNV Franco-Nevada Corporation
+2.35%
+$14,709.79 
ZM Zoom Video Communications, Inc.
+2.33%
+$26,763.19 
AVTR Avantor Inc.
+2.33%
+$8,546.48 
GPN Global Payments Inc.
+2.32%
+$7,710 
VRTX Vertex Pharmaceuticals Incorporated
+2.32%
+$42,023.8 
MSCI MSCI Inc.
+2.31%
+$22,351.57 
WMT Walmart Inc.
+2.3%
+$231,992.05 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+2.3%
+$11,013.51 
SSNC SS&C Technologies Holdings Inc.
+2.3%
+$6,353.6 
WMS Advanced Drainage Systems, Inc.
+2.29%
+$7,935.55 
HXL Hexcel Corporation
+2.29%
+$4,558.68 
ABT Abbott Laboratories
+2.29%
+$32,837.22 
RPM RPM International Inc.
+2.28%
+$10,454.24 
MCD McDonald's Corporation
+2.28%
+$39,320.4 
DBX Dropbox Inc.
+2.27%
+$16,622.82 
RTO Rentokil Initial plc Sponsored ADR
+2.27%
+$5,031.94 
HRL Hormel Foods Corporation
+2.27%
+$8,452.8 
QNST QuinStreet Inc.
+2.27%
+$3,828.32 
FOXA Fox Corporation
+2.27%
+$17,546.04 
DEO Diageo plc Sponsored ADR
+2.25%
+$7,437.51 
SWK Stanley Black & Decker Inc.
+2.25%
+$12,537.28 
DG Dollar General Corporation
+2.25%
+$9,723.6 
NEM Newmont Corporation
+2.23%
+$20,094.3 
BX Blackstone Inc.
+2.23%
+$6,164.37 
FERG Ferguson Enterprises Inc
+2.23%
+$6,649.86 
IBM International Business Machines Corporation
+2.22%
+$18,764.22 
RSG Republic Services, Inc.
+2.2%
+$19,597.03 
CCK Crown Holdings Inc.
+2.2%
+$28,301.58 
AVY Avery Dennison Corporation
+2.16%
+$9,111.76 
XBI SPDR S&P Biotech ETF
+2.15%
+$74,220.3 
TDC Teradata Corporation
+2.14%
+$8,442.24 
ZBH Zimmer Biomet Holdings, Inc.
+2.14%
+$4,808.35 
JAZZ Jazz Pharmaceuticals plc
+2.12%
+$6,684.6 
MNST Monster Beverage Corporation
+2.11%
+$55,350.13 
WST West Pharmaceutical Services, Inc.
+2.11%
+$19,292.49 
V Visa Inc. Class A
+2.11%
+$228,028.14 
NVST Envista Holdings Corporation
+2.1%
+$12,032.64 
INCY Incyte Corporation
+2.09%
+$14,965.01 
HEI Heico Corporation
+2.09%
+$6,988.81 
PNR Pentair plc
+2.07%
+$5,050.08 
LDOS Leidos Holdings Inc.
+2.06%
+$5,307.2 
BXP Boston Properties, Inc.
+2.05%
+$11,219.58 
BTI British American Tobacco p.l.c. ADR
+2.05%
+$46,685.36 
SAP SAP SE Sponsored ADR
+2.04%
+$27,041.96 
KDP Keurig Dr Pepper Inc.
+2.04%
+$6,704.77 
FBIN Fortune Brands Innovations Inc.
+2.04%
+$9,545.57 
MCK McKesson Corporation
+2.03%
+$62,251.2 
TM Toyota Motor Corporation
+2.03%
+$14,087.48 
UBER Uber Technologies, Inc.
+2.03%
+$32,338.88 
ULTA Ulta Beauty Inc.
+2.03%
+$17,124 
ROST Ross Stores, Inc.
+2.02%
+$25,647.64 
PGR Progressive Corporation
+2.02%
+$65,154.09 
AWK American Water Works Company, Inc.
+2.02%
+$7,370.86 
PFE Pfizer Inc.
+2.02%
+$19,806.3 
DIS The Walt Disney Company
+2%
+$35,143.54 
BDX Becton, Dickinson and Company
+2%
+$11,098.08 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2%
+$4,395.8 
SPG Simon Property Group, Inc.
+2%
+$37,063.92 
WPC W. P. Carey Inc.
+1.98%
+$5,312.16 
CVS CVS Health Corporation
+1.98%
+$38,987.99 
MOH Molina Healthcare Inc.
+1.98%
+$8,118.54 
KNX Knight-Swift Transportation Holdings Inc.
+1.98%
+$7,193.75 
AIG American International Group Inc.
+1.97%
+$22,832.3 
SYF Synchrony Financial
+1.97%
+$26,461.47 
TTC The Toro Company
+1.96%
+$26,342.57 
JBGS JBG Smith Properties
+1.96%
+$2,790.27 
MTCH Match Group, Inc.
+1.96%
+$25,905.13 
DOCU DocuSign Inc.
+1.93%
+$288,731.25 
NYT New York Times Co.
+1.92%
+$4,205.4 
ACGL Arch Capital Group Ltd
+1.92%
+$6,017.66 
MA Mastercard Incorporated
+1.91%
+$144,069.25 
CTAS Cintas Corporation
+1.89%
+$27,158.42 
TFC Truist Financial Corporation
+1.89%
+$12,702.2 
COR Cencora, Inc.
+1.89%
+$24,345.56 
MDLZ Mondelez International, Inc.
+1.87%
+$12,641.85 
RPRX Royalty Pharma plc
+1.87%
+$4,002.79 
ALL Allstate Corporation
+1.85%
+$26,792.37 
CAH Cardinal Health Inc.
+1.84%
+$10,009.2 
SYY Sysco Corporation
+1.84%
+$14,177.35 
UL Unilever PLC Sponsored American Depositary Receipt
+1.83%
+$15,238.08 
SOFI SoFi Technologies, Inc.
+1.83%
+$5,510.96 
FHB First Hawaiian, Inc.
+1.83%
+$10,776.12 
MTD Mettler-Toledo International Inc.
+1.82%
+$11,389.92 
ABBV AbbVie Inc.
+1.82%
+$140,223.93 
TROW T. Rowe Price Group, Inc.
+1.82%
+$11,406.62 
AIZ Assurant Inc.
+1.81%
+$13,620 
NVCR NovoCure Ltd.
+1.81%
+$5,059.25 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.81%
+$23,101.32 
LUV Southwest Airlines Co.
+1.8%
+$7,152.54 
FISV Fiserv, Inc.
+1.8%
+$5,145.17 
GPC Genuine Parts Company
+1.8%
+$6,901.44 
CRL Charles River Laboratories International, Inc.
+1.8%
+$19,277.94 
BSX Boston Scientific Corporation
+1.79%
+$17,149.44 
LMT Lockheed Martin Corporation
+1.79%
+$31,799.42 
PHG Koninklijke Philips N.V.
+1.78%
+$23,367.84 
LW Lamb Weston Holdings, Inc.
+1.77%
+$5,276.22 
WPM Wheaton Precious Metals Corp.
+1.76%
+$14,972.76 
NNN NNN REIT, Inc.
+1.74%
+$15,427.59 
HUM Humana Inc.
+1.73%
+$6,463.23 
LAMR Lamar Advertising Company
+1.72%
+$20,170.36 
GRAB Grab Holdings Limited
+1.72%
+$2,831.6 
FOUR Shift4 Payments, Inc.
+1.71%
+$2,685.15 
FLGB Franklin FTSE United Kingdom ETF
+1.71%
+$12,463.4 
COF Capital One Financial Corporation
+1.7%
+$34,682.18 
F Ford Motor Company
+1.7%
+$8,570.23 
USB U.S. Bancorp
+1.7%
+$17,729.58 
AMT American Tower Corporation
+1.7%
+$13,108.48 
SWKS Skyworks Solutions Inc.
+1.69%
+$10,315.36 
AXTA Axalta Coating Systems Ltd.
+1.69%
+$11,481.68 
BOH Bank of Hawaii Corporation
+1.69%
+$5,456.76 
HSIC Henry Schein, Inc.
+1.68%
+$7,102.08 
ZION Zions Bancorporation, National Association
+1.68%
+$18,047.21 
OMF OneMain Holdings Inc.
+1.68%
+$3,380.93 
RCL Royal Caribbean Group
+1.67%
+$21,012.86 
QCOM QUALCOMM Incorporated
+1.66%
+$14,129.01 
BF-B Brown-Forman Corporation
+1.66%
+$5,360.82 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.65%
+$11,566.48 
EWU iShares MSCI United Kingdom ETF
+1.63%
+$133,732.71 
ODFL Old Dominion Freight Line, Inc.
+1.63%
+$9,198.1 
DGX Quest Diagnostics Inc.
+1.62%
+$13,589.1 
PRU Prudential Financial, Inc.
+1.6%
+$7,343.7 
ORCL Oracle Corporation
+1.6%
+$57,837.9 
LH Labcorp Holdings Inc.
+1.59%
+$7,453.38 
MRK Merck & Co., Inc.
+1.59%
+$68,707.08 
WFC Wells Fargo & Company
+1.58%
+$48,960 
PEB Pebblebrook Hotel Trust
+1.57%
+$4,500 
WTFC Wintrust Financial Corporation
+1.57%
+$5,761.46 
ICE Intercontinental Exchange, Inc.
+1.56%
+$17,847.5 
GIL Gildan Activewear Inc.
+1.53%
+$3,934.98 
EG Everest Group, Ltd.
+1.53%
+$4,391.1 
SNY Sanofi American Depositary Receipt
+1.52%
+$3,691.71 
AMH American Homes 4 Rent
+1.52%
+$8,197.95 
WAT Waters Corporation
+1.52%
+$10,982.58 
OHI Omega Healthcare Investors Inc.
+1.51%
+$19,641.8 
BYD Boyd Gaming Corporation
+1.51%
+$11,716.95 
OTIS Otis Worldwide Corporation
+1.5%
+$3,773.12 
OMC Omnicom Group Inc.
+1.5%
+$9,666.73 
SAIC Science Applications International Corporation Common Stock
+1.49%
+$4,440.91 
NWSA News Corporation
+1.49%
+$19,476.16 
EMN Eastman Chemical Company
+1.49%
+$5,123.8 
TXT Textron Inc.
+1.48%
+$7,924.52 
O Realty Income Corporation
+1.48%
+$2,976.38 
AMG Affiliated Managers Group Inc.
+1.48%
+$8,857.94 
OZK Bank OZK
+1.46%
+$7,508.3 
SBAC SBA Communications Corporation
+1.45%
+$8,243.07 
THG Hanover Insurance Group, Inc.
+1.45%
+$12,893.61 
ALLE Allegion plc
+1.44%
+$6,727.6 
MDB MongoDB Inc.
+1.44%
+$8,671.84 
REG Regency Centers Corporation
+1.44%
+$12,596.9 
LEA Lear Corporation
+1.43%
+$4,218.57 
AU AngloGold Ashanti plc
+1.43%
+$3,251.2 
CCJ Cameco Corporation
+1.43%
+$9,862.89 
VZ Verizon Communications Inc.
+1.43%
+$18,293.72 
EPR EPR Properties
+1.43%
+$16,471.26 
HBAN Huntington Bancshares Incorporated
+1.42%
+$4,934.03 
MIDD The Middleby Corporation
+1.42%
+$5,996.12 
VNDA Vanda Pharmaceuticals Inc.
+1.42%
+$1,224.06 
IOVA Iovance Biotherapeutics, Inc.
+1.41%
+$2,600.6 
KIM Kimco Realty Corporation
+1.41%
+$5,068.98 
UPS United Parcel Service, Inc.
+1.4%
+$9,717.68 
NPK National Presto Industries Inc.
+1.4%
+$6,410.74 
CDW CDW Corporation
+1.39%
+$7,753.86 
CE Celanese Corporation
+1.39%
+$3,215.01 
MDXG MiMedx Group, Inc.
+1.38%
+$760.96 
SE Sea Ltd.
+1.37%
+$7,522.02 
FITB Fifth Third Bancorp
+1.37%
+$17,376.72 
VCR Vanguard Consumer Discretionary ETF
+1.36%
+$34,398.22 
RF Regions Financial Corporation
+1.36%
+$16,531.22 
KKR KKR & Co. Inc.
+1.35%
+$3,738.68 
VDC VANGUARD CONSUMER STAPLES ETF
+1.35%
+$22,510.92 
ECL Ecolab Inc.
+1.35%
+$19,974.24 
MSI Motorola Solutions, Inc.
+1.35%
+$19,384.44 
VTR Ventas Inc.
+1.34%
+$7,254.6 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.34%
+$11,904.93 
WELL Welltower Inc.
+1.32%
+$18,137.56 
DLTR Dollar Tree, Inc.
+1.32%
+$13,260.51 
NDAQ Nasdaq, Inc.
+1.31%
+$9,478.53 
TDG TransDigm Group Inc.
+1.29%
+$5,416.73 
SON Sonoco Products Co.
+1.28%
+$5,925.15 
AXP American Express Company
+1.28%
+$45,205.39 
BOKF BOK Financial Corporation
+1.28%
+$5,079.37 
CFG Citizens Financial Group, Inc.
+1.28%
+$20,527.2 
CHRW C.H. Robinson Worldwide, Inc.
+1.28%
+$4,447.8 
COLB Columbia Banking System, Inc.
+1.27%
+$8,812.19 
XLP Consumer Staples Select Sector SPDR Fund
+1.27%
+$9,784.93 
GNL Global Net Lease, Inc.
+1.26%
+$1,778.87 
PBI Pitney Bowes Inc.
+1.25%
+$2,238.18 
BAP Credicorp Ltd.
+1.24%
+$2,515.92 
LHX L3Harris Technologies, Inc.
+1.24%
+$12,233.53 
AYI Acuity Brands Inc.
+1.24%
+$2,998.39 
PRI Primerica Inc.
+1.23%
+$6,036.8 
MTB M&T Bank Corporation
+1.23%
+$10,733.1 
ISRG Intuitive Surgical, Inc.
+1.22%
+$23,425.23 
TD The Toronto-Dominion Bank
+1.22%
+$22,452.48 
CM Canadian Imperial Bank of Commerce
+1.22%
+$5,405.56 
UDR UDR Inc.
+1.21%
+$2,617.03 
TJX The TJX Companies, Inc.
+1.19%
+$27,194.58 
ENVA Enova International Inc.
+1.18%
+$2,181.54 
CYTK Cytokinetics, Incorporated
+1.18%
+$2,006.25 
CME CME Group Inc.
+1.18%
+$17,230.97 
VTWV Vanguard Russell 2000 Value Index Fund
+1.18%
+$3,426.45 
BBCA JPMorgan BetaBuilders Canada ETF
+1.17%
+$14,738.15 
MFC Manulife Financial Corporation
+1.16%
+$11,800.55 
MSFT Microsoft Corp.
+1.16%
+$740,628.29 
IFF International Flavors & Fragrances Inc.
+1.15%
+$8,417.16 
WF Woori Financial Group Inc. Sponsored ADR
+1.15%
+$9,484.74 
EWBC East West Bancorp Inc.
+1.14%
+$2,817.28 
SGOL abrdn Physical Gold Shares ETF
+1.14%
+$51,235.52 
WRB W.R. Berkley Corporation
+1.13%
+$4,963.24 
MT ArcelorMittal S.A.
+1.13%
+$7,316.49 
IAU iShares Gold Trust
+1.12%
+$223,186.34 
RY Royal Bank of Canada
+1.11%
+$25,349.26 
CPT Camden Property Trust
+1.11%
+$9,491.04 
XLC Communication Services Select Sector SPDR Fund
+1.11%
+$37,451.04 
BMO Bank of Montreal
+1.11%
+$14,657.38 
GLD SPDR Gold Shares
+1.1%
+$164,407.04 
LGND Ligand Pharmaceuticals Inc.
+1.09%
+$3,407.65 
BA Boeing Company
+1.08%
+$19,092 
ROKU Roku, Inc.
+1.08%
+$11,271.15 
MO Altria Group, Inc.
+1.08%
+$19,065.86 
CB Chubb Limited
+1.07%
+$24,954.92 
NGG National Grid plc Sponsored ADR
+1.06%
+$14,490.14 
CNC Centene Corporation
+1.05%
+$12,531.16 
BRX Brixmor Property Group Inc.
+1.05%
+$5,509.05 
PWZ Invesco California AMT-Free Municipal Bond ETF
+1.04%
+$289,447.62 
PEP PepsiCo, Inc.
+1.04%
+$15,141.6 
BN Brookfield Corporation
+1.04%
+$7,104.75 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.04%
+$9,840.48 
PKG Packaging Corporation of America
+1.04%
+$5,494.61 
IYF iShares U.S. Financials ETF
+1.03%
+$30,467.98 
XLF Financial Select Sector SPDR Fund
+1.03%
+$10,465.28 
PG Procter & Gamble Co
+1.02%
+$32,621.62 
EWC iShares MSCI Canada ETF
+1.02%
+$41,081.32 
BEN Franklin Resources Inc.
+1.01%
+$6,474.04 
IEUR iShares Core MSCI Europe ETF
+1%
+$28,837.8 
PB Prosperity Bancshares Inc.
+1%
+$2,794.99 
AFRM Affirm Holdings, Inc.
+0.99%
+$2,319.1 
TGT Target Corporation
+0.99%
+$9,007.46 
BNS Bank of Nova Scotia
+0.99%
+$7,277.53 
KEY KeyCorp
+0.98%
+$2,225.53 
FDXF FedEx Freight Holding Company Inc.
+0.98%
+$3,245.2 
MDT Medtronic plc
+0.98%
+$5,941.36 
JNJ Johnson & Johnson
+0.97%
+$79,422.85 
INGR Ingredion Inc.
+0.96%
+$2,435.68 
APD Air Products and Chemicals, Inc.
+0.95%
+$7,770.18 
TDOC Teladoc Health Inc.
+0.95%
+$1,551.44 
FNB F.N.B. Corporation
+0.94%
+$5,824.32 
ORI Old Republic International Corp.
+0.94%
+$3,866.76 
DGRO iShares Core Dividend Growth ETF
+0.93%
+$8,105.5 
CMS CMS Energy Corporation
+0.93%
+$5,444.22 
IMO Imperial Oil Limited
+0.92%
+$15,924.57 
CFFN Capitol Federal Financial, Inc.
+0.92%
+$911.92 
CHE Chemed Corporation
+0.89%
+$2,313.36 
NEE NextEra Energy, Inc.
+0.88%
+$21,635.64 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.87%
+$232,810.37 
CMG Chipotle Mexican Grill, Inc.
+0.87%
+$6,217.96 
VIG Vanguard Dividend Appreciation ETF
+0.87%
+$94,906.24 
NOC Northrop Grumman Corporation
+0.86%
+$14,236.18 
REYN Reynolds Consumer Products Inc.
+0.84%
+$1,837.68 
A Agilent Technologies Inc.
+0.84%
+$8,724.96 
MGM MGM Resorts International
+0.83%
+$2,206.08 
KR Kroger Co.
+0.82%
+$10,320.44 
FSZ First Trust Switzerland Fund
+0.82%
+$4,584.66 
KO The Coca-Cola Company
+0.82%
+$32,252.25 
SU Suncor Energy Inc.
+0.82%
+$13,987.2 
SPOT Spotify Technology S.A.
+0.82%
+$16,535.7 
DE Deere & Company
+0.8%
+$22,122.36 
ED Consolidated Edison, Inc.
+0.79%
+$13,491.96 
NTRS Northern Trust Corporation
+0.79%
+$9,845.67 
ALT Altimmune, Inc.
+0.78%
+$308.12 
UBS UBS Group AG
+0.77%
+$7,779.24 
MTG MGIC Investment Corporation
+0.77%
+$4,760.91 
RGA Reinsurance Group of America, Inc.
+0.76%
+$3,004.27 
GL Globe Life Inc.
+0.75%
+$2,172.24 
ELV Elevance Health, Inc.
+0.74%
+$15,251.39 
VTV Vanguard Value ETF
+0.74%
+$37,557 
IEF iShares 7-10 Year Treasury Bond ETF
+0.74%
+$1,668.48 
HPQ HP Inc.
+0.74%
+$3,440.7 
COST Costco Wholesale Corporation
+0.73%
+$63,762.04 
VB Vanguard Small-Cap ETF
+0.73%
+$7,991.81 
IVZ Invesco Ltd.
+0.73%
+$5,028.44 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.73%
+$228,380.4 
SOLV Solventum Corporation
+0.72%
+$4,386.06 
MMM 3M Company
+0.72%
+$7,707.69 
DD DuPont de Nemours, Inc.
+0.71%
+$5,554.64 
VOX Vanguard Communication Services ETF
+0.71%
+$11,138.85 
CNA CNA Financial Corporation
+0.7%
+$2,328.81 
FTS Fortis Inc.
+0.69%
+$3,311.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.69%
+$8,245.35 
XYL Xylem Inc.
+0.69%
+$1,604.6 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.68%
+$18,893.71 
IUSV iShares Core S&P U.S. Value ETF
+0.67%
+$9,995.44 
LSTR Landstar System Inc.
+0.67%
+$3,989.25 
BAC Bank of America Corporation
+0.65%
+$36,093.9 
HE Hawaiian Electric Industries Inc.
+0.65%
+$2,313.3 
GM General Motors Company
+0.65%
+$8,847.9 
ITW Illinois Tool Works Inc.
+0.65%
+$15,139.74 
EPP iShares MSCI Pacific ex Japan ETF
+0.64%
+$66,298.05 
CNP CenterPoint Energy Inc.
+0.63%
+$3,899.75 
GE General Electric Company
+0.63%
+$24,717.51 
PRF Invesco FTSE RAFI US 1000 ETF
+0.63%
+$1,812.3 
CMF iShares California Muni Bond ETF
+0.62%
+$474,536.98 
VLTO Veralto Corporation
+0.62%
+$2,862.54 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$2,711.94 
UNM Unum Group
+0.61%
+$4,861.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.61%
+$249,922.6 
UNP Union Pacific Corporation
+0.6%
+$14,128.25 
HII Huntington Ingalls Industries Inc.
+0.6%
+$1,897.58 
UAL United Airlines Holdings, Inc.
+0.59%
+$5,230.48 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.58%
+$134,335.62 
EZPW EzCorp Inc.
+0.58%
+$1,831.6 
MSGS Madison Square Garden Sports Corp.
+0.57%
+$4,109.11 
CSX CSX Corporation
+0.57%
+$8,050.62 
LIN Linde plc
+0.57%
+$22,850.1 
PFG Principal Financial Group, Inc.
+0.56%
+$5,484 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$161,004.81 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.55%
+$84,844.5 
TDY Teledyne Technologies Incorporated
+0.54%
+$2,345.76 
HIG The Hartford Insurance Group, Inc.
+0.54%
+$4,257.16 
TSCO Tractor Supply Company
+0.54%
+$1,505 
ESS Essex Property Trust, Inc.
+0.53%
+$6,128.72 
GD General Dynamics Corporation
+0.53%
+$10,927.11 
REPL Replimune Group Inc.
+0.53%
+$1,340.52 
TSN Tyson Foods Inc.
+0.51%
+$4,014.18 
NRG NRG Energy, Inc.
+0.51%
+$2,963.1 
EZU iShares MSCI Eurozone ETF
+0.51%
+$71,380.65 
CNQ Canadian Natural Resources Limited
+0.5%
+$8,079.76 
FIVE Five Below, Inc.
+0.5%
+$5,932.85 
MAA Mid-America Apartment Communities, Inc.
+0.49%
+$4,293.24 
WWD Woodward Inc.
+0.49%
+$991.33 
HSBC HSBC Holdings plc Sponsored ADR
+0.48%
+$14,762.93 
PUK Prudential plc ADR
+0.46%
+$2,342.01 
IJH iShares Core S&P Mid-Cap ETF
+0.45%
+$29,059.22 
IFEB Innovator International Developed Power Buffer ETF - February
+0.45%
+$8,842.68 
SLF Sun Life Financial Inc.
+0.45%
+$5,039.65 
BRK-B Berkshire Hathaway Inc.
+0.45%
+$79,879.6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.44%
+$1,499.94 
VRSN Verisign Inc.
+0.43%
+$6,485.81 
BRK-A Berkshire Hathaway Inc.
+0.43%
+$3,399.88 
CINF Cincinnati Financial Corporation
+0.43%
+$2,434.88 
AAPL Apple Inc.
+0.42%
+$347,731.38 
FUTU Futu Holdings Limited - ADR
+0.42%
+$1,391.04 
CP Canadian Pacific Kansas City Limited
+0.42%
+$3,962.16 
AFL Aflac Inc.
+0.41%
+$9,689.26 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$933.23 
ALSN Allison Transmission Holdings Inc.
+0.41%
+$3,563.55 
BG Bunge Global S.A.
+0.4%
+$879.12 
TECK Teck Resources Ltd.
+0.4%
+$3,965 
BCH Banco de Chile S.A.
+0.4%
+$960.22 
IJUN Innovator International Developed Power Buffer ETF - June
+0.38%
+$6,201.9 
FE FirstEnergy Corp.
+0.37%
+$1,708.67 
IBIT iShares Bitcoin Trust
+0.37%
+$12,795.05 
OSK Oshkosh Corporation
+0.36%
+$1,554.03 
EIX Edison International
+0.36%
+$1,573.8 
IMAY Innovator International Developed Power Buffer ETF - May
+0.36%
+$2,350.22 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$880.06 
NI NiSource Inc.
+0.34%
+$1,056.72 
FRT Federal Realty Investment Trust
+0.33%
+$1,681.05 
SHEL Shell plc
+0.33%
+$4,368.66 
IMAR Innovator International Developed Power Buffer ETF - March
+0.32%
+$10,372.32 
AEG Aegon N.V.
+0.3%
+$2,003.92 
BNDX Vanguard Total International Bond ETF
+0.3%
+$5,728.5 
FTV Fortive Corporation
+0.3%
+$1,458.43 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.29%
+$59,460.72 
SNA Snap-on Inc.
+0.29%
+$3,714.69 
EXC Exelon Corporation
+0.28%
+$2,854.2 
JBHT J.B. Hunt Transport Services, Inc.
+0.28%
+$4,377.1 
CARR Carrier Global Corporation
+0.28%
+$1,616.4 
AER AerCap Holdings N.V.
+0.27%
+$2,164.11 
CF CF Industries Holdings, Inc.
+0.26%
+$3,910.96 
NSC Norfolk Southern Corporation
+0.26%
+$2,830.77 
CHD Church & Dwight Co., Inc.
+0.26%
+$1,279.15 
PYPL PayPal Holdings Inc
+0.26%
+$2,305.24 
ATO Atmos Energy Corporation
+0.26%
+$1,276.38 
GS The Goldman Sachs Group, Inc.
+0.26%
+$18,256.5 
D Dominion Energy, Inc.
+0.24%
+$1,475.25 
SRE Sempra
+0.24%
+$1,323.27 
CPA Copa Holdings S.A.
+0.24%
+$788.95 
SO The Southern Company
+0.23%
+$2,973.81 
ARES Ares Management Corporation
+0.23%
+$757.9 
AMP Ameriprise Financial, Inc.
+0.2%
+$2,569.97 
MCHI iShares MSCI China ETF
+0.18%
+$47,536.57 
L Loews Corporation
+0.18%
+$1,452.94 
DUK Duke Energy Corporation
+0.18%
+$2,630.46 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$43,901.57 
FDX FedEx Corporation
+0.17%
+$3,007 
TMUS T-Mobile US, Inc.
+0.17%
+$1,897.02 
STIP iShares 0-5 Year TIPS Bond ETF
+0.17%
+$54,087.46 
EWD iShares MSCI Sweden ETF
+0.17%
+$9,700.97 
CZR Caesars Entertainment, Inc.
+0.17%
+$492.85 
RTX RTX Corporation
+0.17%
+$6,205.58 
MET MetLife Inc.
+0.17%
+$2,172.55 
ARWR Arrowhead Pharmaceuticals Inc.
+0.16%
+$279.87 
E Eni S.p.A. Sponsored ADR
+0.16%
+$1,315.98 
CMBS iShares CMBS ETF
+0.15%
+$30,095.89 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.14%
+$4,765.8 
DTE DTE Energy Company
+0.12%
+$676.42 
MSA Msa Safety Inc.
+0.11%
+$357.98 
IWV ISHARES RUSSELL 3000 ETF
+0.11%
+$1,710.33 
TFII TFI International Inc.
+0.11%
+$199.8 
IWB iShares Russell 1000 ETF
+0.11%
+$712 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$2,708.94 
STT State Street Corp
+0.09%
+$1,796.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$3,973.55 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.09%
+$179.87 
WEC WEC Energy Group Inc.
+0.08%
+$564.39 
CL Colgate-Palmolive Company
+0.08%
+$2,139.3 
SCHF Schwab International Equity ETF
+0.07%
+$322.26 
EVR Evercore Inc.
+0.07%
+$2,494.72 
PNC The PNC Financial Services Group, Inc.
+0.07%
+$735.75 
GOOGL Alphabet Inc
+0.06%
+$49,065.95 
BALT Inn Defined Wealth Shield Mutual Fund
+0.06%
+$339.77 
DT Dynatrace, Inc.
+0.05%
+$536.58 
CLH Clean Harbors Inc.
+0.04%
+$526.4 
TRV The Travelers Companies, Inc.
+0.04%
+$755.2 
XEL Xcel Energy Inc.
+0.04%
+$166.07 
BCLO iShares BBB-B CLO Active ETF
+0.04%
+$328.16 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$105.53 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$721.89 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$726.62 
VOO Vanguard S&P 500 ETF
+0.03%
+$1,278.18 
IX Orix Corporation Sponsored ADR
+0.03%
+$298.62 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$1,921.19 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$753.82 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.02%
+$464.32 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$550.88 
GOOG Alphabet Inc
+0.01%
+$6,413.16 
JAJL Innovator EDP ETF - 6M January/July
+0.01%
+$53.17 
IVV iShares Core S&P 500 ETF
0%
+$837.86 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MDU MDU Resources Group, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.01 
WBD Warner Bros. Discovery, Inc.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ZNOV
ZNOV
0%
$0 ZJUL
ZJUL
0%
$0 KJUN
KJUN
0%
$0 G200
G2004J103
0%
$0 G391
G39104107
0%
$0 
BPOP Popular Inc.
-32.87%
-$195,101.34 
MAN ManpowerGroup Inc.
-16.29%
-$150,897.09 
EMRAF Emera Incorporated
-9.53%
-$42,424.83 
DELL Dell Technologies Inc.
-8.51%
-$188,849.51 
COHU Cohu Inc.
-8.38%
-$19,695.68 
AEIS Advanced Energy Industries Inc.
-8.32%
-$16,874.82 
P Everpure Inc.
-7.34%
-$51,246.06 
COHR Coherent Corp.
-7.2%
-$36,915.14 
ONTO Onto Innovation Inc.
-7.05%
-$11,372.71 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-7.05%
-$55,112.5 
TER Teradyne, Inc.
-6.69%
-$56,998.14 
VRT Vertiv Holdings Co
-6.61%
-$27,397.78 
NVT nVent Electric plc
-6.55%
-$51,910 
HPE Hewlett Packard Enterprise Company
-6.51%
-$60,001.24 
KEYS Keysight Technologies, Inc.
-6.33%
-$104,956.8 
ANET Arista Networks, Inc.
-6.3%
-$260,147.23 
FLEX Flex Ltd.
-6.18%
-$9,535.6 
FIX Comfort Systems USA, Inc.
-5.91%
-$55,631.58 
IR Ingersoll Rand Inc.
-5.67%
-$16,246.77 
AVT Avnet Inc.
-5.53%
-$45,739 
CLS Celestica Inc.
-5.51%
-$13,087.22 
STX Seagate Technology Holdings plc
-5.43%
-$83,430.78 
JCI Johnson Controls International plc
-5.4%
-$107,812.87 
LRCX Lam Research Corporation
-5.2%
-$310,424.77 
ENTG Entegris, Inc.
-5.05%
-$23,182.28 
WDC Western Digital Corporation
-4.9%
-$119,023.8 
TT Trane Technologies plc
-4.8%
-$79,971.57 
NET Cloudflare Inc.
-4.76%
-$18,972.74 
VSAT Viasat Inc.
-4.75%
-$11,977.74 
AMKR Amkor Technology Inc.
-4.71%
-$8,826.13 
PWR Quanta Services Inc.
-4.7%
-$50,346.93 
NBIS Nebius Group N.V.
-4.64%
-$7,991.54 
CTVA Corteva Inc.
-4.59%
-$6,687.51 
MKSI MKS Instruments Inc.
-4.55%
-$30,982.68 
LFUS Littelfuse Inc.
-4.51%
-$27,258.6 
ARW Arrow Electronics Inc.
-4.37%
-$25,372.17 
INTC Intel Corporation
-4.33%
-$120,282.07 
CGNX Cognex Corporation
-4.28%
-$28,684.6 
CSCO Cisco Systems, Inc.
-4.27%
-$223,337.65 
GLW Corning Incorporated
-4.17%
-$70,460.04 
AMD Advanced Micro Devices, Inc.
-4.17%
-$610,636.6 
WMB The Williams Companies, Inc.
-4.16%
-$51,761.49 
FER Ferrovial SE
-3.98%
-$16,206 
SNDK SanDisk Corporation
-3.94%
-$40,008.24 
MYRG Myr Group Inc.
-3.93%
-$13,247.66 
MRVL Marvell Technology, Inc.
-3.92%
-$24,999 
AMAT Applied Materials, Inc.
-3.91%
-$240,213.61 
ACLS Axcelis Technologies, Inc.
-3.91%
-$6,729 
ALNT Alliant Energy Corporation
-3.89%
-$21,268.6 
Q Qnity Electronics Inc.
-3.8%
-$26,875.87 
UMC United Microelectronics Corp. Sponsored ADR
-3.76%
-$11,650.76 
FN Fabrinet
-3.74%
-$12,532.92 
JBL Jabil Inc.
-3.71%
-$22,048.3 
MARA MARA Holdings Inc
-3.52%
-$4,602.01 
KLAC KLA Corporation
-3.5%
-$137,949.04 
EQR Equity Residential
-3.5%
-$12,025.86 
KLIC Kulicke & Soffa Industries, Inc.
-3.42%
-$5,011.26 
PKX Posco Holdings Inc.
-3.31%
-$18,196.87 
NTAP NetApp, Inc.
-3.26%
-$27,071.5 
SKM SK Telecom Co., Ltd.
-3.25%
-$13,926 
VLO Valero Energy Corporation
-3.25%
-$212,341.44 
TXG 10x Genomics Inc.
-3.23%
-$105,496.63 
FAST Fastenal Co.
-3.22%
-$40,881.72 
EME EMCOR Group, Inc.
-3.15%
-$7,237.99 
SNPS Synopsys, Inc.
-3.14%
-$35,743.75 
TRGP Targa Resources Corp.
-3.12%
-$15,362.1 
CAT Caterpillar Inc.
-2.99%
-$176,937.6 
WCC Wesco International Inc.
-2.91%
-$28,398.45 
BKR Baker Hughes Company
-2.91%
-$47,807.34 
TRP TC Energy Corporation
-2.81%
-$18,147.72 
GEV GE Vernova Inc.
-2.81%
-$93,923.21 
SOXX iShares Semiconductor ETF
-2.67%
-$7,300.87 
MTRN Materion Corporation
-2.63%
-$7,218.54 
HUBB Hubbell Inc.
-2.62%
-$19,009.2 
RHI Robert Half Inc.
-2.6%
-$26,437.32 
MTZ MasTec, Inc. Common Stock
-2.58%
-$4,053.1 
VMI Valmont Industries, Inc.
-2.57%
-$20,851.74 
CIEN Ciena Corporation
-2.46%
-$8,053.5 
SCHW Charles Schwab Corporation
-2.43%
-$21,538.83 
AVGO Broadcom Inc.
-2.42%
-$635,459.53 
ETN Eaton Corporation plc
-2.33%
-$76,844.7 
CDNS Cadence Design Systems, Inc.
-2.33%
-$70,617.58 
DDOG Datadog, Inc. Class A Common Stock
-2.27%
-$30,440.83 
APH Amphenol Corporation
-2.24%
-$166,714.6 
POWL Powell Industries Inc.
-2.21%
-$27,283.3 
HLIO Helios Technologies, Inc.
-2.11%
-$3,555.36 
NVDA NVIDIA Corporation
-2.11%
-$1.59M 
TSLA Tesla, Inc.
-2.09%
-$209,309.23 
CORT Corcept Therapeutics Incorporated
-2.07%
-$14,687.62 
PSX Phillips 66
-2.05%
-$32,891.25 
ST Sensata Technologies Holding plc
-2.05%
-$31,540.47 
MPC Marathon Petroleum Corporation
-2.02%
-$169,361.94 
TXN Texas Instruments Inc
-2.01%
-$51,510.03 
CEG Constellation Energy Corporation
-1.98%
-$29,018.52 
PLD Prologis Inc.
-1.98%
-$23,245.89 
SLB Schlumberger Limited
-1.88%
-$11,496.03 
ILMN Illumina, Inc.
-1.84%
-$43,073.12 
ZTO ZTO Express (Cayman) Inc.
-1.79%
-$4,073.4 
CRWD CrowdStrike Holdings, Inc.
-1.78%
-$35,737.8 
AKAM Akamai Technologies Inc.
-1.78%
-$3,589.26 
NSA National Storage Affiliates Trust
-1.77%
-$7,310.16 
IEX IDEX Corporation
-1.74%
-$8,432.8 
MSM MSC Industrial Direct Co., Inc.
-1.69%
-$20,527.36 
ZBRA Zebra Technologies Corporation
-1.68%
-$7,173.84 
PM Philip Morris International Inc.
-1.66%
-$61,512.12 
PPLI People Incorporated
-1.65%
-$3,453.18 
KMI Kinder Morgan, Inc.
-1.65%
-$15,259.2 
TS Tenaris S.A.
-1.6%
-$3,795.33 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.59%
-$16,842.15 
XLE Energy Select Sector SPDR Fund
-1.55%
-$32,545.8 
RIO Rio Tinto Plc Sponsored ADR
-1.5%
-$6,991.11 
BLD TopBuild Corp
-1.45%
-$5,653.63 
STM STMicroelectronics N.V.
-1.45%
-$6,441.64 
HAL Halliburton Company
-1.45%
-$6,932.62 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$44,946.8 
ESI Element Solutions Inc.
-1.44%
-$13,406.48 
OXY Occidental Petroleum Corporation
-1.43%
-$22,700.48 
SOLS Sollensys Corp
-1.43%
-$2,151.72 
FTNT Fortinet Inc.
-1.4%
-$27,951.75 
ITT Itt Inc.
-1.4%
-$7,747.6 
VDE Vanguard Energy ETF
-1.37%
-$37,102.98 
FFIV F5 Inc.
-1.32%
-$20,030.37 
MFG Mizuho Financial Group Inc. ADR
-1.32%
-$17,643.56 
SUNB Sunbelt Rentals Holdings, Inc.
-1.3%
-$7,017.78 
LEG Leggett & Platt, Inc.
-1.29%
-$4,703.88 
NUE Nucor Corporation
-1.25%
-$7,501.37 
XOM Exxon Mobil Corporation
-1.24%
-$174,629.4 
NJUN Innovator G-100 Power Buffer ETF - July
-1.22%
-$21,424.55 
DVN Devon Energy Corporation
-1.21%
-$13,473.95 
VGT Vanguard Information Technology ETF
-1.19%
-$92,028.37 
GWW W.W. Grainger, Inc.
-1.19%
-$18,707.04 
OKTA Okta Inc.
-1.19%
-$7,316.11 
LNC Lincoln National Corporation
-1.17%
-$2,961.47 
FANG Diamondback Energy Inc
-1.16%
-$11,998.26 
PSCT Invesco S&P SmallCap Information Technology ETF
-1.16%
-$40,422.68 
OKE ONEOK, Inc.
-1.15%
-$17,670.2 
ADI Analog Devices, Inc.
-1.15%
-$25,410 
IEMG iShares Core MSCI Emerging Markets ETF
-1.14%
-$579,999.38 
MRCY Mercury Systems Inc.
-1.14%
-$2,388.22 
BHP BHP Group Ltd.
-1.14%
-$44,878.05 
CVE Cenovus Energy Inc.
-1.13%
-$3,789.17 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$57,599.92 
SEIC SEI Investments Company
-1.07%
-$5,320.12 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-1.07%
-$6,987.5 
APO Apollo Global Management, Inc.
-1.07%
-$3,033.47 
MPWR Monolithic Power Systems, Inc.
-1.05%
-$10,761.44 
AEP American Electric Power Company, Inc.
-1.05%
-$10,773.84 
STLD Steel Dynamics Inc.
-1.02%
-$2,595.97 
PANW Palo Alto Networks, Inc.
-0.99%
-$40,468.78 
AME Ametek Inc.
-0.98%
-$15,340.59 
MS Morgan Stanley
-0.98%
-$36,046.78 
FR First Industrial Realty Trust Inc.
-0.98%
-$11,972.08 
DCI Donaldson Company, Inc.
-0.95%
-$5,913.75 
EQT EQT Corporation
-0.95%
-$5,862.5 
BABA Alibaba Group Holding Limited SP ADR
-0.94%
-$4,740.75 
TEL TE Connectivity plc
-0.94%
-$10,654.38 
ING ING Groep N.V. Sponsored ADR
-0.94%
-$10,266.48 
PLTR Palantir Technologies Inc.
-0.94%
-$38,122.64 
IDCC InterDigital, Inc.
-0.93%
-$6,945.62 
RRX Regal Rexnord Corporation
-0.93%
-$1,523.6 
POR Portland General Electric Company
-0.91%
-$3,673.76 
COPX Global X Copper Miners ETF
-0.9%
-$2,646.97 
CVX Chevron Corporation
-0.9%
-$46,100.18 
ETR Entergy Corporation
-0.89%
-$6,455.13 
ROK Rockwell Automation, Inc.
-0.89%
-$9,251.25 
EWJ iShares MSCI Japan ETF
-0.87%
-$68,896.68 
PBA Pembina Pipeline Corporation
-0.85%
-$7,269.97 
BBJP JPMorgan BetaBuilders Japan Fund
-0.84%
-$25,838.8 
CRUS Cirrus Logic, Inc.
-0.81%
-$8,134.87 
URI United Rentals, Inc.
-0.79%
-$13,210.99 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$10,158.74 
TTE TotalEnergies SE
-0.77%
-$5,683.53 
PH Parker-Hannifin Corporation
-0.77%
-$16,155.36 
EVRG Evergy Inc.
-0.77%
-$5,238.02 
META Meta Platforms Inc Class A
-0.77%
-$496,910.44 
EQIX Equinix, Inc.
-0.76%
-$7,956.07 
MU Micron Technology, Inc.
-0.74%
-$105,868.36 
ASML ASML Holding N.V. New York Registry Shares
-0.74%
-$24,332.16 
FCX Freeport-McMoRan Inc.
-0.71%
-$7,290.85 
KEP Korea Electric Power Corporation Sponsored ADR
-0.7%
-$3,281.4 
PLUG Plug Power Inc.
-0.69%
-$129.8 
BKH Black Hills Corporation
-0.67%
-$2,087.94 
EMR Emerson Electric Co.
-0.66%
-$11,092.71 
EOG EOG Resources, Inc.
-0.65%
-$6,495.31 
DB Deutsche Bank AG
-0.64%
-$6,166.02 
NOK Nokia Corporation Sponsored ADR
-0.64%
-$703.8 
AGCO AGCO Corporation
-0.6%
-$2,546.46 
ON ON Semiconductor Corporation
-0.58%
-$5,457.85 
WAB Wabtec Corporation
-0.55%
-$4,614.45 
FSLR First Solar, Inc.
-0.54%
-$2,358.74 
SPNT SiriusPoint Ltd.
-0.51%
-$4,759.69 
TKR Timken Co.
-0.51%
-$4,200.9 
EBUF Innovator Emerging Markets 10 Buffer ETF - Quarterly
-0.51%
-$1,409.44 
RJF Raymond James Financial Inc.
-0.5%
-$3,316.42 
RBA Rb Global Inc.
-0.49%
-$1,019.53 
NMR Nomura Holdings Inc. Sponsored ADR
-0.49%
-$3,286.98 
AMZN Amazon.com Inc
-0.48%
-$158,032.31 
NDSN Nordson Corporation
-0.48%
-$3,009.3 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.47%
-$503.19 
TWLO Twilio Inc.
-0.46%
-$9,747.64 
PCG PG&E Corporation
-0.46%
-$1,971.78 
VOYA Voya Financial Inc.
-0.45%
-$3,157.32 
LNG Cheniere Energy Inc.
-0.43%
-$2,971.76 
SNDR Schneider National, Inc.
-0.42%
-$2,768.48 
BWA BorgWarner Inc.
-0.41%
-$955.92 
CW Curtiss-Wright Corporation
-0.4%
-$2,352.19 
ADM Archer-Daniels-Midland Co
-0.4%
-$2,266.44 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$26,750.38 
NXT Nextracker Inc.
-0.37%
-$779.03 
AEE Ameren Corporation
-0.36%
-$2,393.24 
XLI Industrial Select Sector SPDR Fund
-0.36%
-$1,214.22 
APA APA Corporation
-0.36%
-$2,011.61 
MDGL Madrigal Pharmaceuticals, Inc.
-0.36%
-$1,580.97 
EGP EastGroup Properties Inc.
-0.35%
-$3,480.49 
NWG NatWest Group plc Sponsored ADR
-0.34%
-$1,394.4 
CMI Cummins Inc.
-0.34%
-$10,247.74 
ATI ATI Inc.
-0.34%
-$1,489.95 
SHOP Shopify Inc.
-0.32%
-$3,843.95 
VIS Vanguard Industrials ETF
-0.32%
-$18,516.12 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.3%
-$3,103.57 
OGE Oge Energy Corp.
-0.29%
-$1,406.72 
JPM JPMorgan Chase & Co.
-0.28%
-$47,724.2 
DAL Delta Air Lines, Inc.
-0.28%
-$4,358.48 
EJAN Innovator Emerging Markets Power Buffer ETF
-0.27%
-$1,789.55 
IBKR Interactive Brokers Group Inc.
-0.26%
-$1,045.22 
SYNA Synaptics Incorporated
-0.26%
-$557.4 
EW Edwards Lifesciences Corporation
-0.25%
-$2,625.7 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.25%
-$1,869.01 
BP BP p.l.c. Sponsored ADR
-0.25%
-$1,445.64 
ES Eversource Energy
-0.23%
-$1,807.3 
XPO XPO Inc.
-0.22%
-$904.07 
VST Vistra Corp
-0.22%
-$630.79 
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
-0.22%
-$646.47 
NU Nu Holdings Ltd.
-0.2%
-$4,965.69 
HCA HCA Healthcare Inc.
-0.19%
-$3,136.77 
LECO Lincoln Electric Holdings, Inc.
-0.19%
-$1,998.5 
PTC PTC Inc.
-0.19%
-$986.96 
DLR Digital Realty Trust, Inc.
-0.19%
-$910.39 
IDA Idacorp Inc.
-0.16%
-$484 
PGEN Precigen Inc.
-0.16%
-$173.67 
PEG Public Service Enterprise Group Incorporated
-0.14%
-$1,021.4 
COP ConocoPhillips
-0.13%
-$6,596.61 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.13%
-$781.11 
SAN Banco Santander S.A. Sponsored ADR
-0.11%
-$1,138.29 
BCS Barclays PLC Sponsored ADR
-0.11%
-$866.67 
PPL PPL Corporation
-0.1%
-$308.81 
HOOD Robinhood Markets, Inc.
-0.1%
-$228.5 
EXPD Expeditors International of Washington, Inc.
-0.1%
-$585.01 
HWM Howmet Aerospace Inc.
-0.09%
-$1,762.6 
CLOB VanEck AA-BB CLO ETF
-0.08%
-$630.14 
DOV Dover Corporation
-0.07%
-$400.26 
C Citigroup Inc.
-0.07%
-$1,448.32 
NFG National Fuel Gas Company
-0.06%
-$155.25 
ILF iShares Latin America 40 ETF
-0.04%
-$9,094.17 
JHG Janus Henderson Group plc
-0.04%
-$468.82 
IRM Iron Mountain Inc.
-0.04%
-$341.6 
AES AES Corporation
-0.03%
-$61.1 
ACLO TCW AAA CLO ETF
-0.03%
-$748.08 
LNT Alliant Energy Corporation
-0.03%
-$117.96 
SF Stifel Financial Corp.
-0.03%
-$95.96 
VEU Vanguard FTSE All-World ex-US ETF
-0.02%
-$101.1 
EQNR Equinor ASA Sponsored ADR
-0.02%
-$138.75 
AXS AXIS Capital Holdings Limited
-0.02%
-$80.7 
ZMAY Innovator EDP ETF -1 Yr May
-0.02%
-$412.09 
PNW Pinnacle West Capital Corporation
-0.01%
-$153.22 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7483 | Longs Won 4757/7483 63% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $810,589.94 |
| Average Win $153,920.71 | Best Trade (Mar 31) $39.14M | Sharpe Ratio -8.77 |
| Average Loss -$53,713.29 | Worst Trade (Oct 15) -$19.84M | Z-Score 12.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $78,320.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,976 | $798,628.3 | $1.05M | - | $249,920.66 | 31.29% | +0.839% |
| AAPL Apple Inc. | 238,989 | $49.96M | $82.31M | - | $32.35M | 64.74% | +0.424% |
| ABBV AbbVie Inc. | 27,228 | $4.88M | $7.86M | - | $2.98M | 61.09% | +1.817% |
| ABNB Airbnb, Inc. | 10,971 | $1.43M | $1.89M | - | $461,648.96 | 32.23% | +3.344% |
| ABT Abbott Laboratories | 14,033 | $1.63M | $1.47M | - | -$157,511.11 | -9.68% | +2.286% |
| ACGL Arch Capital Group Ltd | 3,218 | $309,229.95 | $320,094.46 | - | $10,864.51 | 3.51% | +1.916% |
| ACLO TCW AAA CLO ETF | 48,263 | $2.44M | $2.43M | - | -$1,650.91 | -0.07% | -0.031% |
| ACLS Axcelis Technologies, Inc. | 1,452 | $275,081 | $165,492.72 | - | -$109,588.28 | -39.84% | -3.907% |
| ACN Accenture plc Class A | 5,450 | $1.54M | $1.23M | - | -$307,389.88 | -19.95% | +5.303% |
| ADBE Adobe Inc. | 5,149 | $1.89M | $1.29M | - | -$598,533.5 | -31.65% | +4.296% |
| ADI Analog Devices, Inc. | 5,500 | $1.22M | $2.19M | - | $975,766.61 | 80.08% | -1.145% |
| ADM Archer-Daniels-Midland Co | 6,868 | $479,666.74 | $572,173.08 | - | $92,506.34 | 19.29% | -0.395% |
| ADP Automatic Data Processing Inc. | 8,945 | $2.16M | $2.58M | - | $424,881.42 | 19.71% | +2.894% |
| ADSK Autodesk, Inc. | 2,866 | $885,035.11 | $698,207.18 | - | -$186,827.93 | -21.11% | +5.398% |
| ADT ADT Inc. | 49,402 | $362,561.39 | $337,168.65 | - | -$25,392.74 | -7% | +3.409% |
| AEE Ameren Corporation | 6,298 | $657,435.27 | $656,251.6 | - | -$1,183.67 | -0.18% | -0.363% |
| AEG Aegon N.V. | 80,157 | $627,670.39 | $662,497.6 | - | $34,827.21 | 5.55% | +0.303% |
| AEIS Advanced Energy Industries Inc. | 778 | $251,068.29 | $186,004.24 | - | -$65,064.05 | -25.91% | -8.318% |
| AEM Agnico Eagle Mines Limited | 3,839 | $275,984.91 | $709,715.93 | - | $433,731.02 | 157.16% | +4.44% |
| AEP American Electric Power Company, Inc. | 8,162 | $810,460.12 | $1.02M | - | $208,239.1 | 25.69% | -1.047% |
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FAQ
Which stocks have generated the highest profits for Syon Capital LLC?
The largest contributions to the portfolio's profits come from the following stocks: Meta Platforms Inc Class A - $43.23M, VanEck Gold Miners ETF - $9.11M, iShares Core U.S. Aggregate Bond ETF - $7.96M, JFrog Ltd - $6.13M, and Invesco Emerging Markets Sovereign Debt ETF - $5.42M. 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 Vita Coco Company, Inc - $5.42M, iShares Bitcoin Trust - $5.17M, Roblox Corporation - $2.16M, Adobe Inc - $1.13M, and UnitedHealth Group Incorporated - $906,937.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Syon Capital LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $85.37M earned over time. The largest contributors to dividend income include Invesco Emerging Markets Sovereign Debt ETF - $5.53M, SPDR Portfolio Aggregate Bond ETF - $4.87M, iShares Core U.S. Aggregate Bond ETF - $3.6M, iShares California Muni Bond ETF - $3.22M, and iShares Core MSCI Emerging Markets ETF - $2.83M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Syon Capital LLC's monthly returns?
Syon Capital LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Syon Capital LLC's strategy be considered aggressive or moderate?
Syon Capital LLC'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 Syon Capital LLC's strategy?
Syon Capital LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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