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:
67.86%
Gain -0.94%
Monthly
1.49%
Yearly
19.4%
Drawdown
12.92%
$2.34B
Equity
Holdings
$2.34B
Investment
$1.89B
$583.82M
Profit -$14.01M
Realized
$125.56M
Unrealized
$458.26M
Dividends
$80.55M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$14.01M
Win %
72%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$10.99M
Win %
72%
This Month
Compared to last month
Gain
-0.59%
Profit
-$14.01M
Win %
72%
This Year
Compared to last year
Gain
2.36%
Profit
$54.27M
Win %
70%
NU Nu Holdings Ltd.
+9.33%
+$215,179.9 
NBIS Nebius Group N.V.
+8.88%
+$20,942 
CPRT Copart Inc.
+7.55%
+$23,425.44 
SNDK SanDisk Corporation
+7.39%
+$81,812 
IOVA Iovance Biotherapeutics, Inc.
+7.05%
+$5,981.38 
CGNX Cognex Corporation
+6.56%
+$47,300.32 
AMD Advanced Micro Devices, Inc.
+6.5%
+$805,116.66 
STX Seagate Technology Holdings plc
+5.65%
+$112,210.85 
FOXA Fox Corporation
+5.49%
+$44,673.97 
NRG NRG Energy, Inc.
+5.42%
+$37,706.9 
ELAN Elanco Animal Health Incorporated
+5.15%
+$13,164.84 
SKM SK Telecom Co., Ltd.
+4.9%
+$22,788 
HAL Halliburton Company
+4.81%
+$23,060.1 
GLW Corning Incorporated
+4.7%
+$89,273.59 
POWL Powell Industries Inc.
+4.63%
+$68,864.85 
WDC Western Digital Corporation
+4.41%
+$143,428.55 
SUNB Sunbelt Rentals Holdings, Inc.
+4.39%
+$25,564.77 
MTZ MasTec, Inc. Common Stock
+4.01%
+$9,287.33 
VNDA Vanda Pharmaceuticals Inc.
+3.78%
+$3,876.19 
CORT Corcept Therapeutics Incorporated
+3.58%
+$24,215.4 
PKX Posco Holdings Inc.
+3.57%
+$19,604.1 
F Ford Motor Company
+3.46%
+$20,066.88 
KLIC Kulicke & Soffa Industries, Inc.
+3.43%
+$5,704.85 
AEM Agnico Eagle Mines Limited
+3.38%
+$23,417.94 
WWD Woodward Inc.
+3.35%
+$7,416.33 
TRGP Targa Resources Corp.
+3.34%
+$15,057.92 
QURE uniQure N.V.
+3.31%
+$9,466.07 
DVN Devon Energy Corporation
+3.29%
+$32,515.66 
SLB Schlumberger Limited
+3.29%
+$21,602.42 
MOH Molina Healthcare Inc.
+3.27%
+$13,177.88 
PINS Pinterest, Inc. Class A
+3.17%
+$9,946.33 
TSN Tyson Foods Inc.
+3.16%
+$25,982.66 
NEM Newmont Corporation
+3.13%
+$28,809.9 
CE Celanese Corporation
+3.07%
+$6,885.68 
BAP Credicorp Ltd.
+2.99%
+$5,924.15 
URI United Rentals, Inc.
+2.97%
+$53,765.25 
WMB The Williams Companies, Inc.
+2.96%
+$36,899.26 
EZPW EzCorp Inc.
+2.93%
+$8,097.6 
SPOT Spotify Technology S.A.
+2.93%
+$56,395.52 
ALGN Align Technology, Inc.
+2.9%
+$13,076.49 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$32,515.01 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.88%
+$35,702.04 
RRX Regal Rexnord Corporation
+2.88%
+$5,106.41 
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$20,882.96 
FIX Comfort Systems USA, Inc.
+2.69%
+$28,362.65 
EQIX Equinix, Inc.
+2.64%
+$29,764.26 
OKE ONEOK, Inc.
+2.54%
+$39,174.5 
SOLV Solventum Corporation
+2.46%
+$14,829.06 
ALSN Allison Transmission Holdings Inc.
+2.4%
+$23,361.05 
RING iShares MSCI Global Gold Miners ETF
+2.37%
+$342,083.56 
SNPS Synopsys, Inc.
+2.37%
+$23,156.25 
VRT Vertiv Holdings Co
+2.36%
+$12,592.19 
ROKU Roku, Inc.
+2.34%
+$24,591.52 
KMI Kinder Morgan, Inc.
+2.31%
+$20,530.5 
MU Micron Technology, Inc.
+2.3%
+$341,878.85 
ARW Arrow Electronics Inc.
+2.29%
+$12,427.23 
CVS CVS Health Corporation
+2.28%
+$47,264.77 
KEP Korea Electric Power Corporation Sponsored ADR
+2.26%
+$11,375.52 
HWM Howmet Aerospace Inc.
+2.25%
+$56,050.5 
TXN Texas Instruments Inc
+2.25%
+$56,167.95 
IRM Iron Mountain Inc.
+2.22%
+$23,997.31 
AER AerCap Holdings N.V.
+2.19%
+$18,089.74 
PCG PG&E Corporation
+2.18%
+$12,487.94 
BKR Baker Hughes Company
+2.17%
+$40,977.72 
MYRG Myr Group Inc.
+2.17%
+$8,226.28 
CNC Centene Corporation
+2.17%
+$24,215.6 
ADI Analog Devices, Inc.
+2.16%
+$45,210 
AMKR Amkor Technology Inc.
+2.15%
+$5,186.92 
GE General Electric Company
+2.15%
+$99,126.05 
SPNT SiriusPoint Ltd.
+2.11%
+$17,940.37 
MSM MSC Industrial Direct Co., Inc.
+2.09%
+$23,184.92 
ALT Altimmune, Inc.
+2.08%
+$1,027.08 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$10,694.88 
TER Teradyne, Inc.
+2.02%
+$19,591.68 
NTES NetEase, Inc. American Depositary Receipt
+2.01%
+$8,143.59 
LGND Ligand Pharmaceuticals Inc.
+2%
+$6,097.9 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$28,275.66 
AMG Affiliated Managers Group Inc.
+1.98%
+$11,719.22 
DIS The Walt Disney Company
+1.96%
+$32,972.2 
NOC Northrop Grumman Corporation
+1.94%
+$37,107.45 
LNG Cheniere Energy Inc.
+1.94%
+$12,672.96 
PWR Quanta Services Inc.
+1.93%
+$21,086 
GDX VanEck Gold Miners ETF
+1.93%
+$361,528.8 
GMAB Genmab A/S Sponsored ADR
+1.91%
+$6,613.8 
MCHP Microchip Technology Incorporated
+1.91%
+$8,171.08 
NOK Nokia Corporation Sponsored ADR
+1.89%
+$2,346 
AGCO AGCO Corporation
+1.89%
+$7,422.24 
LEA Lear Corporation
+1.88%
+$5,698.77 
TS Tenaris S.A.
+1.82%
+$3,917.76 
COP ConocoPhillips
+1.81%
+$78,464.94 
MTCH Match Group, Inc.
+1.8%
+$20,911.37 
LMT Lockheed Martin Corporation
+1.78%
+$36,288.6 
ST Sensata Technologies Holding plc
+1.78%
+$30,234.06 
WPM Wheaton Precious Metals Corp.
+1.78%
+$15,432.52 
MDU MDU Resources Group, Inc.
+1.77%
+$4,002.48 
TTC The Toro Company
+1.77%
+$23,339.79 
PYPL PayPal Holdings Inc
+1.77%
+$17,010.86 
HXL Hexcel Corporation
+1.72%
+$3,991.68 
KGC Kinross Gold Corporation
+1.71%
+$17,573.38 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.71%
+$1,768 
CAH Cardinal Health Inc.
+1.7%
+$8,626.33 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$18,064.89 
LFUS Littelfuse Inc.
+1.68%
+$11,400.44 
TKR Timken Co.
+1.68%
+$16,214 
TGTX TG Therapeutics, Inc.
+1.67%
+$6,568 
MDXG MiMedx Group, Inc.
+1.67%
+$819.49 
COHU Cohu Inc.
+1.65%
+$3,874.56 
CI The Cigna Group
+1.64%
+$23,690.93 
PRGO Perrigo Company plc
+1.64%
+$3,243.87 
IAC People Incorporated
+1.63%
+$3,350.1 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.62%
+$15,170.74 
VMC Vulcan Materials Company
+1.61%
+$12,073.63 
ALNT Alliant Energy Corporation
+1.58%
+$9,532.3 
COF Capital One Financial Corporation
+1.57%
+$36,777.78 
CW Curtiss-Wright Corporation
+1.52%
+$12,387.34 
DD DuPont de Nemours, Inc.
+1.5%
+$13,184.52 
FLEX Flex Ltd.
+1.5%
+$2,860.68 
NPK National Presto Industries Inc.
+1.5%
+$6,505.48 
CAG Conagra Brands Inc.
+1.49%
+$10,145.3 
FANG Diamondback Energy Inc
+1.48%
+$15,474.93 
TTE TotalEnergies SE
+1.47%
+$10,543.34 
MKSI MKS Instruments Inc.
+1.45%
+$12,880.44 
JCI Johnson Controls International plc
+1.45%
+$28,689 
MCK McKesson Corporation
+1.44%
+$38,702.64 
ARQT Arcutis Biotherapeutics Inc.
+1.39%
+$3,645.36 
TRP TC Energy Corporation
+1.39%
+$9,284.85 
KEY KeyCorp
+1.39%
+$3,652.16 
XLE Energy Select Sector SPDR Fund
+1.39%
+$26,346.57 
BF-B Brown-Forman Corporation
+1.39%
+$4,448.34 
CEG Constellation Energy Corporation
+1.39%
+$20,218.63 
VDE Vanguard Energy ETF
+1.38%
+$34,226.64 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.38%
+$10,910.16 
QSR Restaurant Brands International Inc.
+1.37%
+$6,443.85 
VTR Ventas Inc.
+1.36%
+$7,896.6 
BABA Alibaba Group Holding Limited SP ADR
+1.35%
+$7,449.75 
ON ON Semiconductor Corporation
+1.35%
+$14,126.2 
ENVA Enova International Inc.
+1.35%
+$3,738.27 
CVE Cenovus Energy Inc.
+1.34%
+$4,198.81 
EXPE Expedia Group, Inc.
+1.33%
+$25,723.74 
GEV GE Vernova Inc.
+1.32%
+$49,165.51 
BC Brunswick Corporation
+1.31%
+$5,870.02 
DLR Digital Realty Trust, Inc.
+1.3%
+$7,311.62 
AU AngloGold Ashanti plc
+1.29%
+$3,148.8 
LYV Live Nation Entertainment, Inc.
+1.29%
+$5,774.43 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$16,016.28 
TM Toyota Motor Corporation
+1.27%
+$8,839.16 
T AT&T Inc.
+1.26%
+$18,298.99 
BBY Best Buy Co., Inc.
+1.25%
+$11,534.6 
ITT Itt Inc.
+1.25%
+$7,470.87 
PII Polaris Inc.
+1.24%
+$7,267.5 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.23%
+$2,836 
MFC Manulife Financial Corporation
+1.23%
+$12,744.54 
SYNA Synaptics Incorporated
+1.23%
+$2,452.56 
COR Cencora, Inc.
+1.23%
+$14,630.4 
ARWR Arrowhead Pharmaceuticals Inc.
+1.23%
+$3,093.3 
FE FirstEnergy Corp.
+1.22%
+$5,729.07 
MRCY Mercury Systems Inc.
+1.21%
+$3,693.41 
NXPI NXP Semiconductors N.V.
+1.21%
+$3,726.81 
AXS AXIS Capital Holdings Limited
+1.19%
+$4,801.64 
MAR Marriott International Inc. - Class A
+1.19%
+$25,064.58 
VTRS Viatris Inc.
+1.19%
+$3,224.66 
VST Vistra Corp
+1.18%
+$3,257.61 
APA APA Corporation
+1.18%
+$5,561.51 
CTVA Corteva Inc.
+1.17%
+$9,677.86 
FIVE Five Below, Inc.
+1.17%
+$15,440.37 
HDB HDFC Bank Limited ADR
+1.17%
+$2,884.95 
LHX L3Harris Technologies, Inc.
+1.17%
+$13,957.52 
BWA BorgWarner Inc.
+1.16%
+$3,146.57 
CVX Chevron Corporation
+1.16%
+$53,281.8 
SYF Synchrony Financial
+1.15%
+$17,265.6 
OXY Occidental Petroleum Corporation
+1.14%
+$17,025.36 
FNV Franco-Nevada Corporation
+1.14%
+$7,022.4 
OHI Omega Healthcare Investors Inc.
+1.13%
+$15,020.25 
APD Air Products and Chemicals, Inc.
+1.13%
+$9,608.28 
RTX RTX Corporation
+1.13%
+$49,844.82 
WMS Advanced Drainage Systems, Inc.
+1.13%
+$4,645.2 
KEYS Keysight Technologies, Inc.
+1.12%
+$18,420.8 
EG Everest Group, Ltd.
+1.11%
+$3,105.9 
CM Canadian Imperial Bank of Commerce
+1.09%
+$5,385.46 
TXT Textron Inc.
+1.09%
+$6,947.51 
HRB H&R Block Inc.
+1.09%
+$5,819.72 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$2,642.76 
CF CF Industries Holdings, Inc.
+1.07%
+$15,769.96 
HUM Humana Inc.
+1.06%
+$3,565.91 
IDA Idacorp Inc.
+1.06%
+$3,278 
BYD Boyd Gaming Corporation
+1.04%
+$9,708.33 
CBOE Cboe Global Markets Inc.
+1.04%
+$7,821.42 
MTG MGIC Investment Corporation
+1.04%
+$7,254.72 
EIX Edison International
+1.03%
+$5,744.37 
GAP Gap Inc.
+1.03%
+$2,336.67 
NYT New York Times Co.
+1.03%
+$2,151.6 
KDP Keurig Dr Pepper Inc.
+1.03%
+$3,178.56 
OGE Oge Energy Corp.
+1.02%
+$4,823.04 
NTAP NetApp, Inc.
+1.02%
+$7,804.03 
TD The Toronto-Dominion Bank
+1.01%
+$19,490 
LVS Las Vegas Sands Corp.
+1%
+$1,994.56 
NI NiSource Inc.
+1%
+$3,170.14 
STT State Street Corp
+1%
+$21,905.1 
ALC Alcon Inc.
+0.99%
+$3,842.72 
PVH PVH Corp.
+0.99%
+$2,881.98 
DG Dollar General Corporation
+0.98%
+$3,995.99 
BNS Bank of Nova Scotia
+0.98%
+$7,277.53 
CME CME Group Inc.
+0.97%
+$13,240.08 
MO Altria Group, Inc.
+0.95%
+$14,963.03 
PPL PPL Corporation
+0.95%
+$2,999.82 
LIN Linde plc
+0.95%
+$37,182.44 
WST West Pharmaceutical Services, Inc.
+0.94%
+$7,951.16 
THG Hanover Insurance Group, Inc.
+0.94%
+$8,280.26 
DTE DTE Energy Company
+0.94%
+$5,716.84 
XOM Exxon Mobil Corporation
+0.94%
+$118,272.52 
SCHW Charles Schwab Corporation
+0.94%
+$9,420.36 
TNL Travel + Leisure Co.
+0.94%
+$8,869 
CYTK Cytokinetics, Incorporated
+0.93%
+$1,819 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.93%
+$6,149 
E Eni S.p.A. Sponsored ADR
+0.91%
+$7,311 
BMO Bank of Montreal
+0.9%
+$13,361.7 
TDY Teledyne Technologies Incorporated
+0.89%
+$4,285.14 
MT ArcelorMittal S.A.
+0.89%
+$6,745.7 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$2,911.26 
IBN ICICI Bank Limited Sponsored ADR
+0.88%
+$2,565.94 
VFC V.F. Corporation
+0.88%
+$1,643.72 
ETR Entergy Corporation
+0.87%
+$6,455.13 
PLUG Plug Power Inc.
+0.87%
+$259.6 
ROK Rockwell Automation, Inc.
+0.87%
+$9,522.6 
CNP CenterPoint Energy Inc.
+0.86%
+$5,459.65 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$4,830.72 
PBA Pembina Pipeline Corporation
+0.86%
+$7,357.56 
LDOS Leidos Holdings Inc.
+0.85%
+$2,610.8 
POR Portland General Electric Company
+0.85%
+$3,900.53 
BG Bunge Global S.A.
+0.85%
+$1,918.08 
CMS CMS Energy Corporation
+0.85%
+$5,268.6 
TDG TransDigm Group Inc.
+0.85%
+$4,003 
EOG EOG Resources, Inc.
+0.85%
+$7,755.6 
HUBB Hubbell Inc.
+0.85%
+$6,576.57 
CFG Citizens Financial Group, Inc.
+0.84%
+$15,908.58 
HEI Heico Corporation
+0.84%
+$3,483.21 
FSLR First Solar, Inc.
+0.84%
+$4,564.67 
TU TELUS Corporation
+0.83%
+$3,953.6 
ZION Zions Bancorporation, National Association
+0.82%
+$10,271.9 
LSTR Landstar System Inc.
+0.82%
+$5,496.3 
APH Amphenol Corporation
+0.82%
+$30,639.44 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.82%
+$670.92 
NVT nVent Electric plc
+0.81%
+$7,163.61 
WFC Wells Fargo & Company
+0.81%
+$27,157.5 
AIG American International Group Inc.
+0.8%
+$9,132.93 
AMT American Tower Corporation
+0.8%
+$5,993.68 
HBAN Huntington Bancshares Incorporated
+0.79%
+$3,212.86 
DRI Darden Restaurants, Inc.
+0.79%
+$7,455.32 
LECO Lincoln Electric Holdings, Inc.
+0.79%
+$9,067.52 
BDX Becton, Dickinson and Company
+0.79%
+$4,198.45 
PM Philip Morris International Inc.
+0.78%
+$26,619.28 
CNQ Canadian Natural Resources Limited
+0.78%
+$11,498.12 
WF Woori Financial Group Inc. Sponsored ADR
+0.78%
+$6,603.3 
FNB F.N.B. Corporation
+0.78%
+$5,460.3 
COLB Columbia Banking System, Inc.
+0.77%
+$6,171 
MDT Medtronic plc
+0.76%
+$4,456.02 
MIDD The Middleby Corporation
+0.76%
+$3,530.64 
NWSA News Corporation
+0.76%
+$9,738.08 
RF Regions Financial Corporation
+0.76%
+$10,869.84 
ESTC Elastic N.V.
+0.76%
+$37,616.86 
PNW Pinnacle West Capital Corporation
+0.76%
+$7,763.4 
AEG Aegon N.V.
+0.75%
+$5,610.99 
GIS General Mills, Inc.
+0.74%
+$6,946.66 
RBLX Roblox Corporation
+0.74%
+$102,728.92 
SLGN Silgan Holdings Inc.
+0.73%
+$2,350.11 
RY Royal Bank of Canada
+0.73%
+$18,350.28 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+0.72%
+$4,686.66 
GD General Dynamics Corporation
+0.72%
+$17,458.68 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.71%
+$3,087.9 
MHK Mohawk Industries, Inc.
+0.7%
+$1,890.44 
IMO Imperial Oil Limited
+0.7%
+$12,393.05 
AXTA Axalta Coating Systems Ltd.
+0.7%
+$5,330.8 
IBKR Interactive Brokers Group Inc.
+0.7%
+$3,040.63 
ALLY Ally Financial Inc.
+0.69%
+$5,324.87 
ACGL Arch Capital Group Ltd
+0.69%
+$2,188.24 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$8,681.85 
TEL TE Connectivity plc
+0.69%
+$8,017.64 
P Everpure Inc.
+0.69%
+$3,998.97 
STM STMicroelectronics N.V.
+0.69%
+$3,505.01 
UNM Unum Group
+0.68%
+$5,518.17 
TSLA Tesla, Inc.
+0.68%
+$63,120.75 
UNH UnitedHealth Group Incorporated
+0.67%
+$30,870.68 
PK Park Hotels & Resorts Inc.
+0.67%
+$4,242.4 
HST Host Hotels & Resorts Inc.
+0.66%
+$6,911.85 
FN Fabrinet
+0.66%
+$3,177.94 
SGOL abrdn Physical Gold Shares ETF
+0.65%
+$31,086.72 
EVRG Evergy Inc.
+0.65%
+$4,466.33 
BCE BCE Inc.
+0.64%
+$1,527.15 
CBRE CBRE Group Inc.
+0.64%
+$6,966.54 
GLD SPDR Gold Shares
+0.63%
+$100,316.96 
EQT EQT Corporation
+0.63%
+$3,986.48 
H Hyatt Hotels Corporation
+0.63%
+$1,734.53 
BAC Bank of America Corporation
+0.62%
+$43,097.63 
FTS Fortis Inc.
+0.62%
+$3,049.9 
RACE Ferrari N.V.
+0.62%
+$4,165.12 
VMI Valmont Industries, Inc.
+0.62%
+$5,313.08 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$21,146.86 
SHEL Shell plc
+0.61%
+$7,066.95 
IAU iShares Gold Trust
+0.61%
+$129,759.5 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$13,441.37 
EME EMCOR Group, Inc.
+0.61%
+$1,558.48 
QCOM QUALCOMM Incorporated
+0.61%
+$4,923 
FUTU Futu Holdings Limited - ADR
+0.6%
+$1,905.12 
HII Huntington Ingalls Industries Inc.
+0.6%
+$2,341.93 
OMF OneMain Holdings Inc.
+0.6%
+$1,441.05 
SU Suncor Energy Inc.
+0.6%
+$8,798.4 
WCC Wesco International Inc.
+0.59%
+$5,940.61 
SLF Sun Life Financial Inc.
+0.59%
+$6,911.52 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.59%
+$1,806.28 
IVZ Invesco Ltd.
+0.59%
+$4,660.51 
BA Boeing Company
+0.58%
+$12,791.64 
MLM Martin Marietta Materials, Inc.
+0.58%
+$4,292.15 
EXC Exelon Corporation
+0.57%
+$6,184.1 
LNT Alliant Energy Corporation
+0.57%
+$2,359.2 
AEE Ameren Corporation
+0.57%
+$3,904.76 
EQNR Equinor ASA Sponsored ADR
+0.57%
+$3,191.25 
PB Prosperity Bancshares Inc.
+0.56%
+$1,765.27 
ATI ATI Inc.
+0.56%
+$2,979.9 
CCK Crown Holdings Inc.
+0.55%
+$7,539.32 
CLH Clean Harbors Inc.
+0.54%
+$6,542.48 
PAG Penske Automotive Group Inc.
+0.54%
+$2,236.12 
VZ Verizon Communications Inc.
+0.54%
+$7,490.34 
ILF iShares Latin America 40 ETF
+0.54%
+$109,130.04 
BOH Bank of Hawaii Corporation
+0.54%
+$2,113.88 
ELV Elevance Health, Inc.
+0.53%
+$10,040.15 
TT Trane Technologies plc
+0.53%
+$8,877.91 
AIZ Assurant Inc.
+0.52%
+$3,977.01 
ESLT Elbit Systems Ltd.
+0.51%
+$2,400 
KHC The Kraft Heinz Company
+0.51%
+$5,682.17 
NFG National Fuel Gas Company
+0.5%
+$1,273.05 
DVA DaVita Inc.
+0.5%
+$1,701.68 
W Wayfair Inc.
+0.49%
+$1,786 
NTRS Northern Trust Corporation
+0.49%
+$7,125.66 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.48%
+$6,325.2 
OZK Bank OZK
+0.48%
+$2,854 
BKH Black Hills Corporation
+0.47%
+$1,432.9 
EWBC East West Bancorp Inc.
+0.47%
+$1,269.76 
DB Deutsche Bank AG
+0.47%
+$5,285.16 
PUK Prudential plc ADR
+0.47%
+$2,767.83 
ROP Roper Technologies Inc.
+0.46%
+$2,772.88 
WELL Welltower Inc.
+0.46%
+$6,380.64 
TPR Tapestry Inc.
+0.46%
+$3,739.42 
DEO Diageo plc Sponsored ADR
+0.45%
+$1,544.98 
IHG Intercontinental Hotels Group PLC ADR
+0.45%
+$1,935.36 
GM General Motors Company
+0.44%
+$6,226.3 
VOYA Voya Financial Inc.
+0.43%
+$3,268.75 
C Citigroup Inc.
+0.43%
+$10,862.4 
RPM RPM International Inc.
+0.43%
+$2,297.12 
HLIO Helios Technologies, Inc.
+0.43%
+$864.15 
PSX Phillips 66
+0.43%
+$5,392 
HRL Hormel Foods Corporation
+0.41%
+$1,878.4 
EMN Eastman Chemical Company
+0.41%
+$1,644 
MKC McCormick & Company, Incorporated
+0.4%
+$1,024.76 
LNC Lincoln National Corporation
+0.4%
+$1,134.18 
MA Mastercard Incorporated
+0.4%
+$28,138.53 
RL Ralph Lauren Corporation
+0.4%
+$5,439.15 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$1,445.04 
MGA Magna International Inc.
+0.39%
+$1,706.13 
MCHI iShares MSCI China ETF
+0.39%
+$105,080.85 
USB U.S. Bancorp
+0.38%
+$4,641.25 
ED Consolidated Edison, Inc.
+0.38%
+$6,358.28 
ADM Archer-Daniels-Midland Co
+0.37%
+$2,060.4 
VIS Vanguard Industrials ETF
+0.37%
+$24,319.86 
ALL Allstate Corporation
+0.36%
+$5,708.28 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$12,179.2 
OSK Oshkosh Corporation
+0.35%
+$1,804.65 
DASH DoorDash, Inc.
+0.35%
+$194,134.18 
XBI SPDR S&P Biotech ETF
+0.35%
+$12,959.1 
PGR Progressive Corporation
+0.35%
+$11,010.01 
VOX Vanguard Communication Services ETF
+0.35%
+$5,445.58 
WAB Wabtec Corporation
+0.35%
+$3,076.26 
BCH Banco de Chile S.A.
+0.34%
+$865.62 
D Dominion Energy, Inc.
+0.34%
+$2,262.05 
KO The Coca-Cola Company
+0.33%
+$12,470.87 
MTB M&T Bank Corporation
+0.33%
+$3,389.38 
CDNS Cadence Design Systems, Inc.
+0.32%
+$9,661.23 
PRI Primerica Inc.
+0.32%
+$1,777.62 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$796.95 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$22,353.25 
MSI Motorola Solutions, Inc.
+0.32%
+$4,679.01 
PRU Prudential Financial, Inc.
+0.3%
+$1,533.3 
CZR Caesars Entertainment, Inc.
+0.3%
+$912.69 
EWD iShares MSCI Sweden ETF
+0.3%
+$18,260.64 
MNST Monster Beverage Corporation
+0.3%
+$8,287.72 
CINF Cincinnati Financial Corporation
+0.29%
+$1,702 
AFL Aflac Inc.
+0.29%
+$6,920.94 
BOKF BOK Financial Corporation
+0.29%
+$1,354.55 
ING ING Groep N.V. Sponsored ADR
+0.28%
+$3,259.2 
MTRN Materion Corporation
+0.28%
+$835.4 
L Loews Corporation
+0.28%
+$2,309.8 
BSX Boston Scientific Corporation
+0.27%
+$3,118.08 
VTWV Vanguard Russell 2000 Value Index Fund
+0.27%
+$858.6 
ADT ADT Inc.
+0.27%
+$988.04 
DCI Donaldson Company, Inc.
+0.25%
+$1,710 
VB Vanguard Small-Cap ETF
+0.24%
+$2,874.75 
XEL Xcel Energy Inc.
+0.24%
+$1,084.33 
BBCA JPMorgan BetaBuilders Canada ETF
+0.23%
+$3,096.23 
CAT Caterpillar Inc.
+0.23%
+$15,561.27 
PEB Pebblebrook Hotel Trust
+0.22%
+$600 
TTEK Tetra Tech, Inc.
+0.22%
+$1,255.92 
AAPL Apple Inc.
+0.22%
+$160,122.63 
AEIS Advanced Energy Industries Inc.
+0.22%
+$560.16 
WEC WEC Energy Group Inc.
+0.22%
+$1,505.04 
MRK Merck & Co., Inc.
+0.21%
+$8,514.98 
LAMR Lamar Advertising Company
+0.21%
+$2,651.88 
MCD McDonald's Corporation
+0.21%
+$4,203.77 
ORI Old Republic International Corp.
+0.21%
+$966.69 
COPX Global X Copper Miners ETF
+0.21%
+$657.18 
NEE NextEra Energy, Inc.
+0.21%
+$5,644.02 
EWC iShares MSCI Canada ETF
+0.21%
+$8,827.53 
TFC Truist Financial Corporation
+0.21%
+$1,624.67 
FITB Fifth Third Bancorp
+0.21%
+$3,066.51 
VTV Vanguard Value ETF
+0.2%
+$10,501.96 
PG Procter & Gamble Co
+0.2%
+$5,894.45 
DOV Dover Corporation
+0.2%
+$1,172.21 
MET MetLife Inc.
+0.2%
+$2,501.73 
ES Eversource Energy
+0.19%
+$1,632.4 
GL Globe Life Inc.
+0.18%
+$568.92 
WPC W. P. Carey Inc.
+0.18%
+$548.08 
TDC Teradata Corporation
+0.18%
+$659.55 
BCS Barclays PLC Sponsored ADR
+0.18%
+$1,733.35 
AEP American Electric Power Company, Inc.
+0.17%
+$1,795.64 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.17%
+$4,643.25 
ROST Ross Stores, Inc.
+0.16%
+$2,196.75 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$1,399.6 
GILD Gilead Sciences Inc.
+0.16%
+$4,501.86 
EZU iShares MSCI Eurozone ETF
+0.15%
+$23,793.55 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$1,259.18 
WM Waste Management, Inc.
+0.15%
+$2,523.41 
CCEP Coca-Cola Europacific Partners PLC
+0.15%
+$573.44 
PEG Public Service Enterprise Group Incorporated
+0.14%
+$1,123.55 
VLTO Veralto Corporation
+0.14%
+$646.38 
IFF International Flavors & Fragrances Inc.
+0.14%
+$980.66 
NJUN Innovator G-100 Power Buffer ETF - July
+0.14%
+$2,351.47 
BCLO iShares BBB-B CLO Active ETF
+0.13%
+$1,088.3 
SOLS Sollensys Corp
+0.13%
+$200.16 
MDLZ Mondelez International, Inc.
+0.13%
+$864.4 
PEP PepsiCo, Inc.
+0.12%
+$1,906.61 
JAJL Innovator EDP ETF - 6M January/July
+0.12%
+$563.88 
LOW Lowe's Companies Inc.
+0.12%
+$2,796 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$493.08 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$807.89 
TRV The Travelers Companies, Inc.
+0.1%
+$1,812.55 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.1%
+$3,613.2 
GWW W.W. Grainger, Inc.
+0.1%
+$1,488.07 
INGR Ingredion Inc.
+0.1%
+$260.51 
UBER Uber Technologies, Inc.
+0.09%
+$1,611.19 
AVB AvalonBay Communities, Inc.
+0.08%
+$293.7 
KIM Kimco Realty Corporation
+0.08%
+$321.84 
VDC VANGUARD CONSUMER STAPLES ETF
+0.08%
+$1,355.68 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.08%
+$509.74 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.08%
+$827.62 
VICI Vici Properties Inc.
+0.08%
+$160.14 
MGM MGM Resorts International
+0.07%
+$275.74 
RPRX Royalty Pharma plc
+0.07%
+$145.16 
CMBS iShares CMBS ETF
+0.06%
+$12,334.38 
WRB W.R. Berkley Corporation
+0.06%
+$237.76 
PCAR PACCAR Inc.
+0.05%
+$605.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$1,667.04 
PRF Invesco FTSE RAFI US 1000 ETF
+0.05%
+$155.34 
ESS Essex Property Trust, Inc.
+0.04%
+$560.99 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$1,507.64 
CSX CSX Corporation
+0.04%
+$585.5 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$962.52 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$1,962.94 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$968.82 
AFRM Affirm Holdings, Inc.
+0.04%
+$99.39 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$79.94 
MDGL Madrigal Pharmaceuticals, Inc.
+0.04%
+$183.16 
IUSV iShares Core S&P U.S. Value ETF
+0.04%
+$529.56 
SCHF Schwab International Equity ETF
+0.04%
+$161.13 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$1,094.68 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$790.08 
CLOB VanEck AA-BB CLO ETF
+0.02%
+$180.51 
ZMAY Innovator EDP ETF -1 Yr May
+0.02%
+$412.09 
SAIC Science Applications International Corporation Common Stock
+0.02%
+$45.32 
WTFC Wintrust Financial Corporation
+0.01%
+$52.14 
SO The Southern Company
+0.01%
+$141.61 
ACLO TCW AAA CLO ETF
+0.01%
+$241.31 
AES AES Corporation
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMCSA Comcast Corp
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
HAS Hasbro Inc.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
MMM 3M Company
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UDR UDR Inc.
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
EWU iShares MSCI United Kingdom ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
EBUF Innovator Emerging Markets 10 Buffer ETF - Quarterly
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 
SPRY Ars Pharmaceuticals Inc
-7.38%
-$4,518 
PGEN Precigen Inc.
-6.01%
-$5,889.78 
AVGO Broadcom Inc.
-5.94%
-$1.88M 
FOUR Shift4 Payments, Inc.
-5.48%
-$10,864.53 
AMAT Applied Materials, Inc.
-5.12%
-$376,309.3 
RNG RingCentral Inc.
-4.85%
-$81,509.75 
OKTA Okta Inc.
-4.85%
-$21,875.71 
NET Cloudflare Inc.
-4.55%
-$18,511.49 
RXRX Recursion Pharmaceuticals, Inc.
-4.53%
-$5,009.85 
TWLO Twilio Inc.
-4.5%
-$88,200.42 
MYGN Myriad Genetics Inc.
-4.42%
-$3,128.44 
DBX Dropbox Inc.
-4.2%
-$30,988.22 
GWRE GUIDEWIRE SOFTWARE INC
-3.85%
-$15,381.64 
HOOD Robinhood Markets, Inc.
-3.83%
-$8,705.85 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$68,983.2 
HPQ HP Inc.
-3.8%
-$18,197.48 
WDAY Workday Inc.
-3.76%
-$37,731.17 
GEN Gen Digital Inc.
-3.69%
-$31,063.91 
ORCL Oracle Corporation
-3.65%
-$158,118 
ARES Ares Management Corporation
-3.63%
-$15,828.44 
WEX Wex Inc.
-3.63%
-$18,053.3 
CLS Celestica Inc.
-3.62%
-$9,233.73 
BX Blackstone Inc.
-3.61%
-$14,019.44 
FIG Figma Inc. Class A Common Stock
-3.57%
-$126,570.06 
TXG 10x Genomics Inc.
-3.54%
-$92,086.12 
ZM Zoom Video Communications, Inc.
-3.53%
-$47,072.16 
COIN Coinbase Global, Inc.
-3.53%
-$23,745.35 
INTU Intuit Inc.
-3.52%
-$36,096.57 
VEEV Veeva Systems Inc.
-3.52%
-$15,104.11 
WHR Whirlpool Corporation
-3.45%
-$14,284.96 
FTNT Fortinet Inc.
-3.28%
-$58,828.68 
SANA Sana Biotechnology, Inc.
-3.27%
-$2,220.12 
DOCU DocuSign Inc.
-3.2%
-$408,205.25 
DT Dynatrace, Inc.
-3.17%
-$28,796.46 
CIEN Ciena Corporation
-3.17%
-$12,758.22 
FFIV F5 Inc.
-3.08%
-$42,355.17 
PANW Palo Alto Networks, Inc.
-2.96%
-$127,950.95 
NXT Nextracker Inc.
-2.95%
-$7,740.04 
PCTY Paylocity Holding Corporation
-2.9%
-$37,296.25 
TTD The Trade Desk, Inc. Class A
-2.88%
-$16,323.72 
GNL Global Net Lease, Inc.
-2.88%
-$4,868.5 
IDXX IDEXX Laboratories, Inc.
-2.82%
-$26,637.91 
JBGS JBG Smith Properties
-2.79%
-$4,282.74 
BN Brookfield Corporation
-2.79%
-$23,871.96 
PLTR Palantir Technologies Inc.
-2.78%
-$100,781.69 
PWRL Powerlaw Corp.
-2.71%
-$147,449.94 
ZTS Zoetis Inc.
-2.7%
-$11,594.8 
KLAC KLA Corporation
-2.7%
-$124,407.35 
PAYX Paychex Inc.
-2.69%
-$30,227.37 
PTC PTC Inc.
-2.69%
-$11,194.56 
SHOP Shopify Inc.
-2.66%
-$29,423.62 
RIO Rio Tinto Plc Sponsored ADR
-2.57%
-$12,859.56 
CRM Salesforce Inc
-2.56%
-$48,364.59 
NOW ServiceNow, Inc.
-2.55%
-$33,897.5 
MDB MongoDB Inc.
-2.53%
-$20,236.35 
PRME Prime Medicine Inc.
-2.52%
-$886.16 
RBA Rb Global Inc.
-2.49%
-$5,097.65 
NVCR NovoCure Ltd.
-2.47%
-$8,701.91 
PAYC Paycom Software, Inc.
-2.46%
-$39,143.5 
ADSK Autodesk, Inc.
-2.44%
-$18,055.77 
ADBE Adobe Inc.
-2.39%
-$33,314.04 
LLY Eli Lilly and Company
-2.38%
-$378,813.01 
ANET Arista Networks, Inc.
-2.36%
-$101,438.19 
TRI Thomson Reuters Corp.
-2.32%
-$12,757.56 
VRSK Verisk Analytics Inc.
-2.3%
-$8,996.89 
FICO Fair Isaac Corporation
-2.24%
-$5,731.58 
ODFL Old Dominion Freight Line, Inc.
-2.21%
-$14,608.44 
GRAB Grab Holdings Limited
-2.16%
-$4,530.56 
TDOC Teladoc Health Inc.
-2.15%
-$4,231.2 
BURL Burlington Stores Inc.
-2.15%
-$9,195.3 
SIG Signet Jewelers Ltd.
-2.15%
-$5,585.93 
DAL Delta Air Lines, Inc.
-2.15%
-$39,733.12 
PODD Insulet Corporation
-2.12%
-$10,205.2 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$38,911.6 
HONA Honeywell Aerospace Inc.
-2.03%
-$17,791.65 
CSGP CoStar Group, Inc.
-2.03%
-$4,908.41 
ACLS Axcelis Technologies, Inc.
-2.01%
-$4,181.77 
IQV IQVIA Holdings Inc.
-2.01%
-$17,097.48 
YETI FNCL Series 2007 Other Floating Rate Instrument
-2%
-$23,700.04 
FISV Fiserv, Inc.
-2%
-$6,880.89 
CXM Sprinklr Inc.
-1.99%
-$3,566.08 
INTC Intel Corporation
-1.97%
-$58,370.1 
APO Apollo Global Management, Inc.
-1.96%
-$7,069.77 
JBL Jabil Inc.
-1.96%
-$14,665.16 
GRFS Grifols, S.A. American Depositary Receipt
-1.89%
-$4,010.1 
DXCM DexCom, Inc.
-1.89%
-$10,620.47 
GPN Global Payments Inc.
-1.88%
-$7,319.35 
KRC Kilroy Realty Corporation
-1.86%
-$19,756.77 
HPE Hewlett Packard Enterprise Company
-1.86%
-$16,201.56 
CDW CDW Corporation
-1.85%
-$9,757.31 
GSK GSK plc Sponsored ADR
-1.84%
-$27,516.84 
CERT Certara, Inc.
-1.84%
-$3,401.1 
STLD Steel Dynamics Inc.
-1.83%
-$5,002.76 
YUM Yum! Brands, Inc.
-1.82%
-$21,120 
ONTO Onto Innovation Inc.
-1.81%
-$4,081.49 
GIB CGI Inc.
-1.81%
-$5,783.4 
M Macy's Inc.
-1.8%
-$4,022.65 
NMR Nomura Holdings Inc. Sponsored ADR
-1.8%
-$13,147.92 
CPAY Corpay, Inc.
-1.8%
-$11,345.37 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$7,108.95 
MANH Manhattan Associates Inc.
-1.76%
-$7,596.56 
NSA National Storage Affiliates Trust
-1.74%
-$7,216.44 
HCA HCA Healthcare Inc.
-1.72%
-$24,335.82 
ISRG Intuitive Surgical, Inc.
-1.69%
-$30,778.19 
BBIO BridgeBio Pharma, Inc.
-1.66%
-$17,240.85 
ORLY O'Reilly Automotive Inc.
-1.65%
-$31,909.62 
EVR Evercore Inc.
-1.62%
-$68,099.12 
CSCO Cisco Systems, Inc.
-1.58%
-$82,427.71 
RCL Royal Caribbean Group
-1.57%
-$22,438.24 
CSL Carlisle Companies Inc.
-1.53%
-$3,490.55 
G Genpact Ltd.
-1.48%
-$9,713.46 
BLD TopBuild Corp
-1.45%
-$5,653.63 
REPL Replimune Group Inc.
-1.45%
-$4,915.24 
MSGS Madison Square Garden Sports Corp.
-1.41%
-$10,312.75 
EL The Estée Lauder Companies Inc. Class A
-1.4%
-$3,523.37 
FDX FedEx Corporation
-1.39%
-$28,325.94 
LH Labcorp Holdings Inc.
-1.38%
-$6,569.58 
PBI Pitney Bowes Inc.
-1.38%
-$2,451.34 
LRCX Lam Research Corporation
-1.38%
-$96,683.22 
UNP Union Pacific Corporation
-1.38%
-$33,858.34 
LOGI Logitech International S.A.
-1.38%
-$3,898.09 
EBAY eBay Inc.
-1.38%
-$20,309.76 
AVTR Avantor Inc.
-1.37%
-$4,448.85 
LUV Southwest Airlines Co.
-1.36%
-$6,145.14 
MAN ManpowerGroup Inc.
-1.34%
-$14,082.54 
TOST Toast Inc.
-1.33%
-$11,802.17 
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
-1.32%
-$3,016.86 
LW Lamb Weston Holdings, Inc.
-1.32%
-$3,985.23 
DPZ Domino's Pizza Inc.
-1.31%
-$3,913.9 
FERG Ferguson Enterprises Inc
-1.28%
-$4,254.84 
RHI Robert Half Inc.
-1.28%
-$16,269.12 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$26,402.5 
BMY Bristol-Myers Squibb Company
-1.27%
-$13,602.16 
SMG Scotts Miracle-Gro Co.
-1.26%
-$10,815.48 
ENTG Entegris, Inc.
-1.25%
-$6,147.98 
CFFN Capitol Federal Financial, Inc.
-1.24%
-$1,337.49 
NUE Nucor Corporation
-1.24%
-$7,861.9 
FBIN Fortune Brands Innovations Inc.
-1.22%
-$7,128.97 
IT Gartner Inc.
-1.21%
-$3,586.84 
KNX Knight-Swift Transportation Holdings Inc.
-1.2%
-$5,064.4 
IBM International Business Machines Corporation
-1.19%
-$10,450.88 
UMC United Microelectronics Corp. Sponsored ADR
-1.19%
-$3,328.79 
ADP Automatic Data Processing Inc.
-1.18%
-$29,250.33 
STE STERIS plc
-1.18%
-$9,781.76 
QNST QuinStreet Inc.
-1.16%
-$2,588.16 
NWG NatWest Group plc Sponsored ADR
-1.14%
-$5,112.8 
KKR KKR & Co. Inc.
-1.12%
-$4,157.66 
SE Sea Ltd.
-1.12%
-$7,923.96 
FDXF FedEx Freight Holding Company Inc.
-1.12%
-$5,168.06 
IR Ingersoll Rand Inc.
-1.11%
-$3,284.36 
TJX The TJX Companies, Inc.
-1.1%
-$27,274.8 
CRI Carter's Inc.
-1.1%
-$3,458.06 
MFG Mizuho Financial Group Inc. ADR
-1.09%
-$15,683.16 
RTO Rentokil Initial plc Sponsored ADR
-1.08%
-$2,844.14 
USFD US Foods Holding Corp
-1.06%
-$6,773.11 
MSCI MSCI Inc.
-1.06%
-$10,570.28 
PNR Pentair plc
-1.06%
-$3,319.96 
BXP Boston Properties, Inc.
-1.05%
-$6,911.64 
CL Colgate-Palmolive Company
-1.05%
-$27,953.52 
NVR NVR, Inc.
-1.05%
-$3,353.49 
WY Weyerhaeuser Company
-1.05%
-$2,505.62 
EW Edwards Lifesciences Corporation
-1.04%
-$11,457.6 
EPAM Epam Systems Inc.
-1.03%
-$6,633.9 
BEPC Brookfield Renewable Corporation
-1.03%
-$3,564.58 
HSY The Hershey Company
-1.02%
-$4,396.6 
HLN Haleon Plc - ADR
-1.02%
-$6,542.7 
NSC Norfolk Southern Corporation
-1.02%
-$11,592.83 
SRRK Scholar Rock Holding Corporation
-1.02%
-$5,282.29 
VRSN Verisign Inc.
-1.01%
-$14,407.41 
RMD ResMed Inc.
-1.01%
-$12,109.08 
EXR Extra Space Storage Inc.
-1%
-$3,999 
ALLE Allegion plc
-1%
-$5,076.28 
SNN Smith & Nephew plc ADR
-1%
-$4,850.4 
UPS United Parcel Service, Inc.
-0.98%
-$7,542.08 
EGP EastGroup Properties Inc.
-0.97%
-$10,162 
HIW Highwoods Properties, Inc.
-0.97%
-$7,069.55 
ETSY Etsy Inc.
-0.95%
-$9,783.62 
ZBRA Zebra Technologies Corporation
-0.95%
-$4,089.6 
KR Kroger Co.
-0.94%
-$10,717.38 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$7,684.16 
TSCO Tractor Supply Company
-0.94%
-$2,924 
AMZN Amazon.com Inc
-0.94%
-$323,901.71 
ULTA Ulta Beauty Inc.
-0.94%
-$6,878.15 
IP International Paper Company
-0.92%
-$3,355.02 
JBHT J.B. Hunt Transport Services, Inc.
-0.92%
-$17,575.87 
SPGI S&P Global Inc.
-0.92%
-$13,754.05 
WH Wyndham Hotels & Resorts, Inc.
-0.92%
-$1,670.76 
ILMN Illumina, Inc.
-0.91%
-$15,060.5 
CARR Carrier Global Corporation
-0.9%
-$6,142.32 
AJG Arthur J. Gallagher & Co.
-0.9%
-$6,026.04 
TREX Trex Company, Inc.
-0.9%
-$3,703.52 
ACN Accenture plc Class A
-0.9%
-$8,720.05 
OMC Omnicom Group Inc.
-0.89%
-$6,499.33 
META Meta Platforms Inc Class A
-0.86%
-$451,096.72 
CASY Casey's General Stores Inc.
-0.86%
-$19,285.28 
SPG Simon Property Group, Inc.
-0.85%
-$17,645.04 
PSA Public Storage Common Stock
-0.85%
-$7,873.41 
HE Hawaiian Electric Industries Inc.
-0.84%
-$4,206 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$3,689 
SPB Spectrum Brands Holdings Inc.
-0.84%
-$6,165.88 
HD The Home Depot, Inc.
-0.83%
-$27,150.59 
PFG Principal Financial Group, Inc.
-0.83%
-$8,683 
MTD Mettler-Toledo International Inc.
-0.82%
-$4,566.86 
LEN Lennar Corporation
-0.81%
-$5,094.25 
CUZ Cousins Properties Incorporated
-0.8%
-$6,841.68 
CHE Chemed Corporation
-0.8%
-$2,162.15 
UAL United Airlines Holdings, Inc.
-0.8%
-$9,030.41 
SBUX Starbucks Corporation
-0.79%
-$17,117.44 
BLK BlackRock, Inc.
-0.77%
-$20,187.74 
SOFI SoFi Technologies, Inc.
-0.76%
-$2,967.44 
DELL Dell Technologies Inc.
-0.75%
-$16,169.04 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
EPR EPR Properties
-0.73%
-$9,502.65 
FR First Industrial Realty Trust Inc.
-0.73%
-$9,577.66 
WTW Willis Towers Watson Public Limited Company
-0.72%
-$5,860.78 
FHB First Hawaiian, Inc.
-0.72%
-$4,843.2 
BR Broadridge Financial Solutions, Inc.
-0.71%
-$5,337.04 
DHI D.R. Horton, Inc.
-0.71%
-$6,806.27 
MCO Moody's Corporation
-0.71%
-$10,418.12 
DHR Danaher Corporation
-0.71%
-$9,912.96 
BP BP p.l.c. Sponsored ADR
-0.7%
-$3,614.1 
TOL Toll Brothers Inc
-0.7%
-$2,646.8 
IBIT iShares Bitcoin Trust
-0.7%
-$18,816.25 
DGX Quest Diagnostics Inc.
-0.69%
-$5,895.81 
RELX Relx PLC Sponsored ADR
-0.69%
-$4,060.8 
SHW The Sherwin-Williams Company
-0.68%
-$5,723.15 
SYY Sysco Corporation
-0.67%
-$5,328.4 
IX Orix Corporation Sponsored ADR
-0.67%
-$8,062.74 
TROW T. Rowe Price Group, Inc.
-0.67%
-$4,663.48 
TGT Target Corporation
-0.66%
-$6,024.41 
JNJ Johnson & Johnson
-0.66%
-$55,627.41 
ARGX argenx SE American Depositary Receipt
-0.66%
-$5,746.07 
SSNC SS&C Technologies Holdings Inc.
-0.66%
-$1,819.26 
COLM Columbia Sportswear Company
-0.64%
-$1,817.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.64%
-$99,102.15 
EMR Emerson Electric Co.
-0.63%
-$10,781.78 
AMGN Amgen Inc.
-0.63%
-$22,247.25 
SAP SAP SE Sponsored ADR
-0.63%
-$7,854.76 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$3,971 
FAST Fastenal Co.
-0.62%
-$7,810.24 
PSO Pearson plc Sponsored ADR
-0.61%
-$2,832.2 
PKG Packaging Corporation of America
-0.61%
-$3,609.4 
SNDR Schneider National, Inc.
-0.61%
-$4,685.16 
AVY Avery Dennison Corporation
-0.6%
-$2,652.49 
BKNG Booking Holdings Inc.
-0.6%
-$12,157.46 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$25,818.63 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$1,492.75 
FER Ferrovial SE
-0.59%
-$3,079.14 
CTAS Cintas Corporation
-0.59%
-$8,133.74 
NDAQ Nasdaq, Inc.
-0.58%
-$4,483.64 
ABNB Airbnb, Inc.
-0.58%
-$11,738.99 
ARE Alexandria Real Estate Equities, Inc.
-0.58%
-$1,558.76 
DE Deere & Company
-0.58%
-$14,960.22 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$98,156.3 
CRH CRH plc
-0.56%
-$3,830.75 
RVTY Revvity Inc.
-0.56%
-$2,931.72 
COO The Cooper Companies, Inc.
-0.56%
-$1,778.91 
AME Ametek Inc.
-0.56%
-$9,027.65 
GRMN Garmin Ltd.
-0.56%
-$8,949.19 
NVS Novartis AG Sponsored ADR
-0.55%
-$6,064.8 
SYK Stryker Corporation
-0.55%
-$10,849.51 
OTIS Otis Worldwide Corporation
-0.55%
-$1,451.2 
GIL Gildan Activewear Inc.
-0.54%
-$1,936.25 
ABBV AbbVie Inc.
-0.54%
-$37,030.08 
PPG PPG Industries Inc.
-0.54%
-$4,202.36 
SBAC SBA Communications Corporation
-0.53%
-$3,123.45 
XYL Xylem Inc.
-0.53%
-$1,446.4 
MAA Mid-America Apartment Communities, Inc.
-0.53%
-$5,347.64 
CHRW C.H. Robinson Worldwide, Inc.
-0.52%
-$1,945.32 
NNN NNN REIT, Inc.
-0.52%
-$5,214.96 
MRNA Moderna, Inc.
-0.52%
-$1,874.73 
BHP BHP Group Ltd.
-0.52%
-$21,370.5 
ESI Element Solutions Inc.
-0.51%
-$5,206.36 
A Agilent Technologies Inc.
-0.51%
-$4,541.7 
FCX Freeport-McMoRan Inc.
-0.51%
-$5,007.86 
AZO AutoZone Inc.
-0.51%
-$4,933.81 
BTI British American Tobacco p.l.c. ADR
-0.51%
-$11,671.3 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$9,533.84 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$56,122.44 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$2,863.48 
AMH American Homes 4 Rent
-0.5%
-$2,997.06 
CPB The Campbell's Company
-0.47%
-$1,295.8 
MS Morgan Stanley
-0.47%
-$20,656.02 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$7,802.94 
DUK Duke Energy Corporation
-0.46%
-$7,139.82 
CP Canadian Pacific Kansas City Limited
-0.45%
-$4,622.52 
CRL Charles River Laboratories International, Inc.
-0.43%
-$4,327.35 
COHR Coherent Corp.
-0.43%
-$2,725.84 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.42%
-$119,731.05 
FRT Federal Realty Investment Trust
-0.42%
-$2,401.5 
TMUS T-Mobile US, Inc.
-0.42%
-$5,410.02 
LEG Leggett & Platt, Inc.
-0.41%
-$1,567.96 
NDSN Nordson Corporation
-0.41%
-$2,442.19 
ETN Eaton Corporation plc
-0.4%
-$14,659.94 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$12,467.13 
BNDX Vanguard Total International Bond ETF
-0.4%
-$7,638 
BIIB Biogen Inc.
-0.39%
-$2,863.41 
WMT Walmart Inc.
-0.39%
-$39,026.7 
HSIC Henry Schein, Inc.
-0.39%
-$1,726.2 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$26,750.38 
PTCT PTC Therapeutics, Inc.
-0.37%
-$1,008.45 
AYI Acuity Brands Inc.
-0.37%
-$1,094.78 
RGA Reinsurance Group of America, Inc.
-0.37%
-$1,418.25 
CPA Copa Holdings S.A.
-0.37%
-$1,272.5 
VLO Valero Energy Corporation
-0.36%
-$17,790 
JAZZ Jazz Pharmaceuticals plc
-0.36%
-$1,341.23 
TECK Teck Resources Ltd.
-0.36%
-$3,507.5 
V Visa Inc. Class A
-0.36%
-$35,910.45 
ATR AptarGroup, Inc.
-0.35%
-$2,058.13 
WSM Williams-Sonoma, Inc.
-0.35%
-$3,795.18 
AON Aon plc
-0.35%
-$5,551.24 
VGT Vanguard Information Technology ETF
-0.35%
-$27,011.74 
IBB iShares Biotechnology ETF
-0.34%
-$975.13 
AXP American Express Company
-0.34%
-$13,440.73 
TFII TFI International Inc.
-0.34%
-$832.5 
MSA Msa Safety Inc.
-0.34%
-$1,145.6 
MAS Masco Corporation
-0.34%
-$5,311.75 
QRVO Qorvo Inc.
-0.34%
-$1,739.76 
O Realty Income Corporation
-0.33%
-$766.92 
ICE Intercontinental Exchange, Inc.
-0.33%
-$3,761.32 
PHG Koninklijke Philips N.V.
-0.33%
-$4,726.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$52,603.08 
WAT Waters Corporation
-0.32%
-$2,223.06 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.32%
-$104,761.65 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.31%
-$9,105.4 
REGN Regeneron Pharmaceuticals, Inc.
-0.31%
-$2,133.92 
GS The Goldman Sachs Group, Inc.
-0.31%
-$26,045.62 
FTV Fortive Corporation
-0.31%
-$1,630.01 
BBJP JPMorgan BetaBuilders Japan Fund
-0.3%
-$9,540.48 
INCY Incyte Corporation
-0.3%
-$2,307.24 
MSFT Microsoft Corp.
-0.3%
-$177,655.96 
CNA CNA Financial Corporation
-0.29%
-$1,058.55 
AVT Avnet Inc.
-0.29%
-$2,416.4 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.29%
-$68,306.25 
PH Parker-Hannifin Corporation
-0.28%
-$6,647.06 
PHM PulteGroup Inc.
-0.28%
-$2,873.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$652.34 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.27%
-$1,507.92 
FAF First American Financial Corporation
-0.27%
-$1,289.19 
MPC Marathon Petroleum Corporation
-0.27%
-$16,409.18 
SNA Snap-on Inc.
-0.26%
-$3,732.16 
VAC Marriott Vacations Worldwide Corporation
-0.26%
-$2,097.92 
EWJ iShares MSCI Japan ETF
-0.26%
-$21,452.86 
XYZ Block, Inc.
-0.25%
-$66,492.29 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-0.25%
-$1,763.6 
HOG Harley-Davidson Inc.
-0.25%
-$1,143.31 
CB Chubb Limited
-0.25%
-$5,734.41 
HSBC HSBC Holdings plc Sponsored ADR
-0.25%
-$8,436.06 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.25%
-$73,901.52 
IAGG iShares International Aggregate Bond Fund
-0.24%
-$61,978.68 
AKAM Akamai Technologies Inc.
-0.24%
-$660.6 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$71,451.84 
RSG Republic Services, Inc.
-0.24%
-$2,021.09 
GPC Genuine Parts Company
-0.24%
-$931.87 
REYN Reynolds Consumer Products Inc.
-0.23%
-$580.32 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$738.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$91,276.08 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$1,900.6 
CMF iShares California Muni Bond ETF
-0.21%
-$167,483.64 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$7,643.95 
Q Qnity Electronics Inc.
-0.2%
-$1,685.19 
SWKS Skyworks Solutions Inc.
-0.2%
-$1,111.74 
WTM White Mountains Insurance Group Ltd.
-0.2%
-$657.87 
AMP Ameriprise Financial, Inc.
-0.2%
-$2,929.83 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$16,904.25 
REG Regency Centers Corporation
-0.2%
-$1,834.5 
HUN Huntsman Corporation
-0.19%
-$374.28 
AWK American Water Works Company, Inc.
-0.19%
-$720.49 
VOO Vanguard S&P 500 ETF
-0.19%
-$8,606.95 
UBS UBS Group AG
-0.19%
-$2,131.3 
NGG National Grid plc Sponsored ADR
-0.18%
-$2,618.65 
GLPI Gaming and Leisure Properties, Inc.
-0.18%
-$1,243.76 
IVV iShares Core S&P 500 ETF
-0.18%
-$80,019.49 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.18%
-$255 
BALL Ball Corp.
-0.18%
-$1,622.94 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.17%
-$1,359.31 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,868.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.16%
-$1,784.48 
IYF iShares U.S. Financials ETF
-0.16%
-$5,116.76 
FSZ First Trust Switzerland Fund
-0.16%
-$924.04 
TFX Teleflex Incorporated
-0.15%
-$326.2 
IWB iShares Russell 1000 ETF
-0.15%
-$992 
SNY Sanofi American Depositary Receipt
-0.14%
-$366.12 
SWK Stanley Black & Decker Inc.
-0.14%
-$864.64 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$1,776 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$412.3 
SAN Banco Santander S.A. Sponsored ADR
-0.14%
-$1,517.72 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.14%
-$1,287.02 
BRX Brixmor Property Group Inc.
-0.13%
-$773.2 
FLO Flowers Foods, Inc.
-0.13%
-$898.33 
GOOGL Alphabet Inc
-0.13%
-$112,857.32 
PLD Prologis Inc.
-0.13%
-$1,621.9 
CHH Choice Hotels International Inc.
-0.12%
-$702.52 
EPP iShares MSCI Pacific ex Japan ETF
-0.12%
-$13,259.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$64,804.4 
IDCC InterDigital, Inc.
-0.12%
-$958.06 
CALY BlackRock Short-Term California Muni Bond ETF
-0.12%
-$410.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$5,108.62 
GOOG Alphabet Inc
-0.12%
-$56,991.78 
WEN The Wendy's Company
-0.12%
-$120.71 
MARA MARA Holdings Inc
-0.11%
-$158.69 
DLTR Dollar Tree, Inc.
-0.11%
-$1,156.68 
CRUS Cirrus Logic, Inc.
-0.11%
-$1,208.65 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$5,523.28 
NFLX Netflix, Inc.
-0.1%
-$5,850.16 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$1,637.59 
CPT Camden Property Trust
-0.1%
-$966.68 
RJF Raymond James Financial Inc.
-0.1%
-$755.68 
VCR Vanguard Consumer Discretionary ETF
-0.09%
-$2,500.39 
IFEB Innovator International Developed Power Buffer ETF - February
-0.09%
-$1,894.86 
IMAY Innovator International Developed Power Buffer ETF - May
-0.09%
-$602.62 
ZTO ZTO Express (Cayman) Inc.
-0.09%
-$223.2 
SRE Sempra
-0.08%
-$475.02 
IEX IDEX Corporation
-0.08%
-$386.08 
COST Costco Wholesale Corporation
-0.08%
-$6,630.04 
JPM JPMorgan Chase & Co.
-0.07%
-$13,563.22 
MRVL Marvell Technology, Inc.
-0.07%
-$415.96 
ICUI Icu Medical Inc.
-0.07%
-$207.35 
SF Stifel Financial Corp.
-0.07%
-$287.88 
SON Sonoco Products Co.
-0.07%
-$376.2 
NVDA NVIDIA Corporation
-0.06%
-$47,784.94 
ITW Illinois Tool Works Inc.
-0.06%
-$1,479.26 
SOXX iShares Semiconductor ETF
-0.06%
-$168.33 
CMI Cummins Inc.
-0.06%
-$2,009.24 
ROL Rollins, Inc.
-0.06%
-$143.48 
ECL Ecolab Inc.
-0.05%
-$772.3 
GMED Globus Medical Inc.
-0.05%
-$313.08 
IJUN Innovator International Developed Power Buffer ETF - June
-0.04%
-$682.73 
JHG Janus Henderson Group plc
-0.04%
-$468.82 
PFE Pfizer Inc.
-0.04%
-$335.7 
NVST Envista Holdings Corporation
-0.04%
-$250.68 
VSAT Viasat Inc.
-0.04%
-$122.43 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$151.65 
FLGB Franklin FTSE United Kingdom ETF
-0.03%
-$202 
ATO Atmos Energy Corporation
-0.02%
-$121.59 
CHD Church & Dwight Co., Inc.
-0.02%
-$96.54 
ABT Abbott Laboratories
-0.02%
-$280.66 
IMAR Innovator International Developed Power Buffer ETF - March
-0.01%
-$424.66 
CCJ Cameco Corporation
-0.01%
-$84.66 
SEIC SEI Investments Company
-0.01%
-$47.29 
XPO XPO Inc.
-0.01%
-$22.07 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7483 | Longs Won 4968/7483 66% | Profit Factor 5.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $795,272.52 |
| Average Win $145,079.7 | Best Trade (Mar 31) $39.14M | Sharpe Ratio -28.65 |
| Average Loss -$54,448.71 | Worst Trade (Aug 27) -$22.51M | Z-Score 22.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $78,019.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,976 | $798,628.3 | $887,615.28 | - | $88,986.98 | 11.14% | -0.509% |
| AAPL Apple Inc. | 238,989 | $49.96M | $73.11M | - | $23.15M | 46.33% | +0.219% |
| ABBV AbbVie Inc. | 27,228 | $4.88M | $6.79M | - | $1.91M | 39.23% | -0.542% |
| ABNB Airbnb, Inc. | 10,971 | $1.43M | $2.02M | - | $586,870.84 | 40.97% | -0.578% |
| ABT Abbott Laboratories | 14,033 | $1.63M | $1.56M | - | -$65,314.3 | -4.02% | -0.018% |
| ACGL Arch Capital Group Ltd | 3,218 | $309,229.95 | $317,648.78 | - | $8,418.83 | 2.72% | +0.694% |
| ACLO TCW AAA CLO ETF | 48,263 | $2.44M | $2.43M | - | -$2,828.53 | -0.12% | +0.01% |
| ACLS Axcelis Technologies, Inc. | 1,452 | $275,081 | $203,497.79 | - | -$71,583.21 | -26.02% | -2.014% |
| ACN Accenture plc Class A | 5,450 | $1.54M | $964,050.5 | - | -$577,001.38 | -37.44% | -0.896% |
| ADBE Adobe Inc. | 5,149 | $1.89M | $1.36M | - | -$531,596.56 | -28.11% | -2.392% |
| ADI Analog Devices, Inc. | 5,500 | $1.22M | $2.14M | - | $923,186.66 | 75.77% | +2.157% |
| ADM Archer-Daniels-Midland Co | 6,868 | $479,666.74 | $552,530.6 | - | $72,863.86 | 15.19% | +0.374% |
| ADP Automatic Data Processing Inc. | 8,945 | $2.16M | $2.44M | - | $286,479.82 | 13.29% | -1.184% |
| ADSK Autodesk, Inc. | 2,866 | $885,035.11 | $721,257.56 | - | -$163,777.55 | -18.51% | -2.442% |
| ADT ADT Inc. | 49,402 | $362,561.39 | $370,020.98 | - | $7,459.59 | 2.06% | +0.268% |
| AEE Ameren Corporation | 6,298 | $657,435.27 | $691,142.52 | - | $33,707.25 | 5.13% | +0.568% |
| AEG Aegon N.V. | 80,157 | $627,670.39 | $757,483.65 | - | $129,813.26 | 20.68% | +0.746% |
| AEIS Advanced Energy Industries Inc. | 778 | $251,068.29 | $256,942.29 | - | $5,874 | 2.34% | +0.218% |
| AEM Agnico Eagle Mines Limited | 3,839 | $275,984.91 | $715,819.98 | - | $439,835.07 | 159.37% | +3.382% |
| AEP American Electric Power Company, Inc. | 8,162 | $810,460.12 | $1.03M | - | $214,687.08 | 26.49% | +0.175% |
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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 - $43.18M, VanEck Gold Miners ETF - $9.11M, iShares Core U.S. Aggregate Bond ETF - $7.81M, JFrog Ltd - $6.13M, and Invesco Emerging Markets Sovereign Debt ETF - $5.28M. 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 - $933,761.3. 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 $80.55M earned over time. The largest contributors to dividend income include Invesco Emerging Markets Sovereign Debt ETF - $5.39M, SPDR Portfolio Aggregate Bond ETF - $4.66M, iShares Core U.S. Aggregate Bond ETF - $3.46M, iShares California Muni Bond ETF - $3.02M, 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.
