TG
Timothy Gerlach Portfolio
Invests via Novem Group | Managed by Timothy Gerlach, Jeffrey Altieri
Invests via Novem Group
Managed by Timothy Gerlach, Jeffrey Altieri
Automatically Tracked
Timothy Gerlach Profile
Timothy Gerlach is a prominent investor-operator recognized for his multifaceted contributions across various sectors. With a robust background in private equity and venture capital, he excels at identifying strategic growth opportunities within emerging markets. His hands-on approach integrates operational insights with investment acumen, enabling companies to navigate complex challenges while maximizing their potential. Known for fostering collaboration between stakeholders, he plays a pivotal role in steering organizational transformation initiatives that drive long-term success. Timothy’s ability to blend entrepreneurial spirit with operational expertise positions him as an influential leader in the evolving landscape of business finance.
Timothy Gerlach is a prominent investor-operator recognized for his multifaceted contributions across various sectors. With a robust background in private equity and venture capital, he excels at identifying strategic growth opportunities within emerging markets. His hands-on approach integrates operational insights with investment acumen, enabling companies to navigate complex challenges while maximizing their potential. Known for fostering collaboration between stakeholders, he plays a pivotal role in steering organizational transformation initiatives that drive long-term success. Timothy’s ability to blend entrepreneurial spirit with operational expertise positions him as an influential leader in the evolving landscape of business finance.
Investment Philosophy & Strategy
Growth dynamics in emerging sectors captivate decision-making processes for this investor-operator. Timothy Gerlach combines entrepreneurial insight with operational knowledge, allowing him to seize unique investment avenues that present sustainable scalability. His emphasis on fostering innovation not only boosts portfolio performance but also cultivates a collaborative environment where stakeholders contribute effectively. This focus on transformational leadership positions ventures to thrive amid competitive pressures, ensuring alignment between strategic objectives and market demands. With a history steeped in venture capital and private equity, he adeptly navigates complex landscapes to unearth opportunities ripe for impactful investments.
Growth dynamics in emerging sectors captivate decision-making processes for this investor-operator. Timothy Gerlach combines entrepreneurial insight with operational knowledge, allowing him to seize unique investment avenues that present sustainable scalability. His emphasis on fostering innovation not only boosts portfolio performance but also cultivates a collaborative environment where stakeholders contribute effectively. This focus on transformational leadership positions ventures to thrive amid competitive pressures, ensuring alignment between strategic objectives and market demands. With a history steeped in venture capital and private equity, he adeptly navigates complex landscapes to unearth opportunities ripe for impactful investments.
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:
20.9%
Gain +3.79%
Monthly
1.1%
Yearly
14.02%
Drawdown
13.83%
$953.17M
Equity
Holdings
$953.17M
Investment
$790.01M
$176.77M
Profit +$37.47M
Realized
$13.61M
Unrealized
$163.16M
Dividends
$25.43M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.79%
Profit
$37.47M
Win %
67%
This Week
Compared To Last Week
Gain
3.45%
Profit
$31.77M
Win %
67%
This Month
Compared to last month
Gain
3.14%
Profit
$29M
Win %
67%
This Year
Compared to last year
Gain
10.34%
Profit
$89.29M
Win %
67%
JACK Jack in the Box Inc.
+7.48%
+$24,319.5 
KLAC KLA Corporation
+5.55%
+$1.95M 
AMD Advanced Micro Devices, Inc.
+4.75%
+$22,114.36 
ANET Arista Networks, Inc.
+4.37%
+$66,683.26 
QCOM QUALCOMM Incorporated
+4.28%
+$227,849.74 
SCCO Southern Copper Corporation
+4.18%
+$61,483.51 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$8,249.18 
DPZ Domino's Pizza Inc.
+3.74%
+$8,211.03 
STZ Constellation Brands, Inc.
+3.73%
+$23,736.3 
PWR Quanta Services Inc.
+3.7%
+$29,085.77 
GEV GE Vernova Inc.
+3.65%
+$30,820.22 
CALY BlackRock Short-Term California Muni Bond ETF
+3.54%
+$45,934 
BHP BHP Group Ltd.
+3.22%
+$52,403.11 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+3.12%
+$33,699 
KGC Kinross Gold Corporation
+2.82%
+$6,335 
BDC Belden Inc.
+2.76%
+$11,587.5 
SCHW Charles Schwab Corporation
+2.73%
+$22,571.34 
NEM Newmont Corporation
+2.69%
+$6,540.81 
AMAT Applied Materials, Inc.
+2.63%
+$84,390.18 
GS The Goldman Sachs Group, Inc.
+2.61%
+$13,183.09 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
+2.59%
+$27,578.67 
IDCC InterDigital, Inc.
+2.56%
+$19,294.03 
LEU Centrus Energy Corp.
+2.5%
+$4,021.62 
T AT&T Inc.
+2.48%
+$12,949.26 
VZ Verizon Communications Inc.
+2.46%
+$21,416.01 
JPM JPMorgan Chase & Co.
+2.3%
+$150,039.03 
CMCSA Comcast Corp
+2.23%
+$15,080.01 
RCL Royal Caribbean Group
+2.19%
+$21,443.76 
AXP American Express Company
+2.18%
+$21,711.83 
PM Philip Morris International Inc.
+2.04%
+$23,747.04 
FBP First BanCorp Puerto Rico
+2.02%
+$27,719.96 
CCJ Cameco Corporation
+2.01%
+$4,907.34 
GIS General Mills, Inc.
+2.01%
+$11,569.52 
CPA Copa Holdings S.A.
+2%
+$22,429.04 
TGT Target Corporation
+1.95%
+$89,618.88 
AMP Ameriprise Financial, Inc.
+1.94%
+$17,500 
MLI Mueller Industries Inc.
+1.93%
+$25,168.23 
SPG Simon Property Group, Inc.
+1.93%
+$26,501.22 
EWBC East West Bancorp Inc.
+1.9%
+$27,145.41 
RELX Relx PLC Sponsored ADR
+1.89%
+$14,395 
TSLA Tesla, Inc.
+1.88%
+$25,824.74 
FIX Comfort Systems USA, Inc.
+1.87%
+$10,956.85 
KMI Kinder Morgan, Inc.
+1.85%
+$12,029.2 
TTEK Tetra Tech, Inc.
+1.83%
+$4,765.95 
GFI Gold Fields Ltd. Sponsored ADR
+1.69%
+$17,159.01 
ET Energy Transfer L.P.
+1.65%
+$9,965.88 
WFC Wells Fargo & Company
+1.64%
+$8,379.45 
SKT Tanger Factory Outlet Centers, Inc.
+1.63%
+$19,776.9 
ACN Accenture plc Class A
+1.63%
+$4,894.89 
GLW Corning Incorporated
+1.59%
+$19,737.44 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$73,512.18 
BLK BlackRock, Inc.
+1.56%
+$7,012.68 
DE Deere & Company
+1.53%
+$8,693.83 
BAC Bank of America Corporation
+1.52%
+$8,211.84 
KRE SPDR S&P Regional Banking ETF
+1.51%
+$27,308.86 
CVS CVS Health Corporation
+1.49%
+$19,269 
COF Capital One Financial Corporation
+1.49%
+$5,121.91 
CAT Caterpillar Inc.
+1.48%
+$22,750.56 
MET MetLife Inc.
+1.45%
+$5,093.97 
RMBS Rambus Inc.
+1.45%
+$20,130.88 
PSLV Sprott Physical Silver Trust
+1.43%
+$4,674.12 
SYF Synchrony Financial
+1.43%
+$15,101.68 
SEIC SEI Investments Company
+1.42%
+$16,753.75 
ELS Equity Lifestyle Properties Inc.
+1.4%
+$14,891.91 
COP ConocoPhillips
+1.39%
+$92,899.01 
PAYX Paychex Inc.
+1.39%
+$5,428.92 
WES Western Midstream Partners, LP
+1.39%
+$9,329.34 
XLF Financial Select Sector SPDR Fund
+1.39%
+$8,165.05 
MNR Mach Natural Resources L.P.
+1.37%
+$3,960 
MCO Moody's Corporation
+1.37%
+$12,714.2 
ADI Analog Devices, Inc.
+1.35%
+$6,734.13 
CBSH Commerce Bancshares, Inc.
+1.34%
+$16,180.1 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$6,427.7 
ABBV AbbVie Inc.
+1.3%
+$25,748.19 
C Citigroup Inc.
+1.27%
+$3,067.74 
RMD ResMed Inc.
+1.22%
+$9,898.07 
QTUM Defiance Quantum ETF
+1.22%
+$50,934.7 
QDEC FT Vest Nasdaq-100 Buffer ETF
+1.21%
+$7,662.48 
LRCX Lam Research Corporation
+1.19%
+$33,449.33 
AFL Aflac Inc.
+1.17%
+$3,219.12 
INFY Infosys Limited
+1.16%
+$8,651.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.09%
+$17,546.55 
OHI Omega Healthcare Investors Inc.
+1.08%
+$6,338.15 
DELL Dell Technologies Inc.
+1.08%
+$14,961.47 
UL Unilever PLC Sponsored American Depositary Receipt
+1.08%
+$5,973.66 
JNJ Johnson & Johnson
+1.07%
+$22,169.7 
PLD Prologis Inc.
+1.06%
+$55,342.56 
V Visa Inc. Class A
+1.05%
+$30,066.79 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$3,186.83 
RDVI FT Vest Rising Dividend Achievers Fund
+1.02%
+$5,403.86 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,826.42 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$3,405.6 
FAPR FT Vest U.S. Equity Buffer ETF
+1%
+$5,019.06 
IJR iShares Core S&P Small-Cap ETF
+1%
+$29,335.99 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.99%
+$13,365.3 
VRSK Verisk Analytics Inc.
+0.99%
+$8,166.6 
ATR AptarGroup, Inc.
+0.98%
+$3,888.54 
NFG National Fuel Gas Company
+0.98%
+$3,566.25 
VO Vanguard Mid-Cap ETF
+0.97%
+$14,783.94 
IFF International Flavors & Fragrances Inc.
+0.96%
+$5,308.87 
APH Amphenol Corporation
+0.95%
+$16,273.35 
VNQ Vanguard Real Estate ETF
+0.95%
+$25,403.28 
VTV Vanguard Value ETF
+0.94%
+$174,546.73 
ALL Allstate Corporation
+0.93%
+$43,109.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,020.71 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$3,634.82 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$16,935.98 
NDSN Nordson Corporation
+0.9%
+$10,866.96 
IWM iShares Russell 2000 ETF
+0.9%
+$56,885.44 
FSMD Fidelity Small-Mid Multifactor ETF
+0.9%
+$93,344.12 
FV First Trust Dorsey Wright Focus 5 ETF
+0.89%
+$3,785.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$5,559.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$46,462.62 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.89%
+$2,743.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$51,693.68 
HDV iShares Core High Dividend ETF
+0.87%
+$2,169.6 
CP Canadian Pacific Kansas City Limited
+0.87%
+$7,088.15 
MNST Monster Beverage Corporation
+0.86%
+$13,220.07 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$22,310.9 
PG Procter & Gamble Co
+0.85%
+$5,222.06 
SDVD FT Vest Smid Rising Dividend Fund
+0.84%
+$1,814.31 
CSL Carlisle Companies Inc.
+0.84%
+$9,034.77 
PRGO Perrigo Company plc
+0.83%
+$11,187.72 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$5,422.04 
FFEB FT Vest US Equity Buffer ETF
+0.82%
+$3,737.61 
SDY SPDR S&P Dividend ETF
+0.82%
+$35,811.29 
GE General Electric Company
+0.81%
+$8,923.47 
BKNG Booking Holdings Inc.
+0.81%
+$4,389 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$15,150.79 
FFLC Fidelity Large Cap Core Fund
+0.8%
+$211,138.62 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$11,739.71 
NXPI NXP Semiconductors N.V.
+0.77%
+$44,839.27 
XLE Energy Select Sector SPDR Fund
+0.77%
+$2,427.92 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$5,402.18 
CVX Chevron Corporation
+0.75%
+$3,140.18 
SNA Snap-on Inc.
+0.75%
+$8,193.57 
KMB Kimberly-Clark Corporation
+0.75%
+$5,568.52 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$40,717.04 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.74%
+$2,115.36 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$36,481.82 
HD The Home Depot, Inc.
+0.73%
+$5,105.02 
VB Vanguard Small-Cap ETF
+0.73%
+$5,562.02 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.73%
+$3,460.9 
MO Altria Group, Inc.
+0.72%
+$2,324.71 
COST Costco Wholesale Corporation
+0.72%
+$3,900.42 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$1,647.55 
FHI Federated Hermes Inc.
+0.71%
+$8,910.94 
NTAP NetApp, Inc.
+0.71%
+$10,495.34 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$2,382.51 
MA Mastercard Incorporated
+0.7%
+$15,366.82 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$6,783 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$28,036.23 
CGDV Capital Group Dividend Value ETF
+0.68%
+$63,512.79 
FMAR FT Vest U.S. Equity Buffer ETF
+0.68%
+$2,520.02 
ABR Arbor Realty Trust Inc.
+0.68%
+$861.98 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$10,797.74 
MS Morgan Stanley
+0.66%
+$3,158.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$106,362.44 
FTQI First Trust Nasdaq BuyWrite Fund
+0.64%
+$1,948.1 
DUK Duke Energy Corporation
+0.64%
+$2,373.07 
EMR Emerson Electric Co.
+0.64%
+$24,138.66 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,428.41 
WMB The Williams Companies, Inc.
+0.63%
+$8,612.55 
IYW iShares U.S. Technology ETF
+0.62%
+$1,702.39 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$9,515.52 
GNTX Gentex Corporation
+0.62%
+$1,869.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$6,564.91 
PKW Invesco BuyBack Achievers ETF
+0.62%
+$1,488.66 
GGG Graco Inc.
+0.62%
+$6,276.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,362.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$22,354.25 
AVDE Avantis International Equity ETF
+0.6%
+$31,946.94 
AEP American Electric Power Company, Inc.
+0.59%
+$1,335.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$2,035.02 
FDVV Fidelity High Dividend ETF
+0.59%
+$1,993.68 
ACGL Arch Capital Group Ltd
+0.58%
+$6,686.48 
IVV iShares Core S&P 500 ETF
+0.58%
+$83,790.03 
VOO Vanguard S&P 500 ETF
+0.58%
+$17,409.99 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$23,057.68 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$184,230.27 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$1,747.62 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.56%
+$23,187.85 
GOOGL Alphabet Inc
+0.56%
+$18,590.09 
AIG American International Group Inc.
+0.56%
+$1,374.24 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$5,618.8 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.55%
+$1,503.97 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.54%
+$2,356.02 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$7,928.28 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$9,963.84 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$1,446.39 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$3,381.09 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,747.24 
MPLX MPLX LP
+0.48%
+$5,442.12 
MSI Motorola Solutions, Inc.
+0.47%
+$8,743.53 
JPEF JPMorgan Equity Focus ETF
+0.47%
+$67,090.99 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$1,366.37 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$5,876 
GOOG Alphabet Inc
+0.46%
+$12,626.36 
URI United Rentals, Inc.
+0.46%
+$5,712.51 
WMT Walmart Inc.
+0.45%
+$35,212.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$1,538.25 
CSX CSX Corporation
+0.43%
+$1,386.41 
FEGE First Eagle Global Equity ETF
+0.42%
+$31,261.23 
CINF Cincinnati Financial Corporation
+0.42%
+$4,546.84 
VIS Vanguard Industrials ETF
+0.42%
+$1,454.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$10,999.45 
RGR Sturm, Ruger & Company, Inc.
+0.41%
+$1,454.24 
PEP PepsiCo, Inc.
+0.4%
+$13,875.34 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$6,079.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$6,658.56 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,440.45 
FTCS First Trust Capital Strength ETF
+0.39%
+$910.57 
FMAY FT Vest U.S. Equity Buffer ETF
+0.37%
+$1,323.71 
QLYS Qualys, Inc.
+0.36%
+$3,135.11 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$2,039.4 
GAB Gabelli Equity Trust Inc.
+0.35%
+$211.88 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.35%
+$1,065.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$12,243.79 
GD General Dynamics Corporation
+0.35%
+$1,370.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$6,774.75 
AMGN Amgen Inc.
+0.34%
+$17,049.53 
PSA Public Storage Common Stock
+0.34%
+$3,758.72 
BKE Buckle Inc.
+0.33%
+$1,393.95 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.33%
+$13,266.75 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$13,734.63 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$7,464.21 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$2,950.61 
BAH Booz Allen Hamilton Holding Corporation
+0.31%
+$751.2 
BUFG FT Vest Buffered Allocation Fund
+0.31%
+$2,984.91 
IGRO iShares International Dividend Growth ETF
+0.29%
+$1,174.94 
WM Waste Management, Inc.
+0.29%
+$794.25 
MMM 3M Company
+0.29%
+$847.32 
XOM Exxon Mobil Corporation
+0.29%
+$6,691.47 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$24,143.22 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$4,983.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$80,366.16 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.28%
+$1,519.5 
GCOW Pacer Global Cash Cows Dividend ETF
+0.26%
+$3,699.96 
BAP Credicorp Ltd.
+0.26%
+$3,893.48 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$10,542 
KNSL Kinsale Capital Group Inc.
+0.23%
+$1,898 
PSFF Pacer Swan SOS Fund of Funds
+0.23%
+$511.36 
FJUN FT Vest US Equity Buffer ETF - June
+0.23%
+$1,938.86 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.23%
+$1,379.84 
BUFQ FT Nasdaq Buffer ETF July.
+0.23%
+$1,444.5 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.23%
+$1,183.12 
ADP Automatic Data Processing Inc.
+0.23%
+$2,179.74 
VUG Vanguard Growth ETF
+0.22%
+$42,665.64 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$1,065.76 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.22%
+$1,781.84 
TRV The Travelers Companies, Inc.
+0.21%
+$732.7 
ALLE Allegion plc
+0.19%
+$2,280.98 
NVDA NVIDIA Corporation
+0.18%
+$12,709.87 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.18%
+$410.93 
BNDX Vanguard Total International Bond ETF
+0.17%
+$2,410.4 
BMAR Innovator U.S. Equity Buffer ETF
+0.16%
+$1,169.19 
LAD Lithia Motors Inc.
+0.16%
+$709.92 
CEFS Saba Capital Income & Opportunities ETF
+0.16%
+$487.6 
PFE Pfizer Inc.
+0.15%
+$642.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$56,528.75 
IBMO iShares iBonds Dec 2026 Term ETF
+0.14%
+$383.7 
MSFT Microsoft Corp.
+0.13%
+$6,981.52 
SHW The Sherwin-Williams Company
+0.13%
+$727.44 
FNOV FT Vest US Equity Buffer ETF
+0.12%
+$930.73 
PH Parker-Hannifin Corporation
+0.12%
+$1,390.4 
RF-PF Regions Financial Corporation
+0.12%
+$223.5 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.12%
+$661.34 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$30,302.55 
UTHR United Therapeutics Corporation
+0.11%
+$1,360.26 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
+0.11%
+$584 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$381.24 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$455.3 
KO The Coca-Cola Company
+0.1%
+$499.92 
IAU iShares Gold Trust
+0.09%
+$1,204.7 
FJUL FT Vest US Equity Buffer ETF
+0.09%
+$4,942.2 
EOG EOG Resources, Inc.
+0.08%
+$1,064.36 
CL Colgate-Palmolive Company
+0.07%
+$176.22 
AES AES Corporation
+0.07%
+$115.22 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$205.83 
AIQ Global X Artificial Intelligence & Technology ETF
+0.06%
+$3,772.32 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$355.5 
GLD SPDR Gold Shares
+0.06%
+$424.1 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$5,716 
ORCL Oracle Corporation
+0.05%
+$297.69 
TJX The TJX Companies, Inc.
+0.05%
+$219.52 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$333.13 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$217.72 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$6,296.14 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,166.3 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$84.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$66.97 
PANW Palo Alto Networks, Inc.
+0.03%
+$196.12 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$2,054.52 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$36.88 
JPIE JPMorgan Income ETF
+0.01%
+$43.53 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$90.22 
MCD McDonald's Corporation
+0.01%
+$68.29 
ANTM Anthem Inc
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
JCI
0%
$0 
L
0%
$0 
OMF OneMain Holdings Inc.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SEPM
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$27,244.35 
ADSK Autodesk, Inc.
-3.47%
-$26,732.16 
CTAS Cintas Corporation
-3.09%
-$7,317.24 
LOPE Grand Canyon Education Inc.
-2.97%
-$22,139.59 
PACB Pacific Biosciences of California, Inc.
-2.96%
-$44 
USAR USA Rare Earth, Inc.
-2.53%
-$1,814.88 
LLY Eli Lilly and Company
-2.41%
-$42,407.66 
PLTR Palantir Technologies Inc.
-2.35%
-$8,987.45 
HEI Heico Corporation
-2.23%
-$6,791.68 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$45,093.38 
ABT Abbott Laboratories
-1.68%
-$6,230.26 
MEDP Medpace Holdings Inc.
-1.63%
-$14,200.01 
LMT Lockheed Martin Corporation
-1.54%
-$20,060.28 
AAPL Apple Inc.
-1.52%
-$263,659.5 
COLD Americold Realty Trust
-1.5%
-$3,034.46 
MU Micron Technology, Inc.
-1.42%
-$7,135.06 
MRK Merck & Co., Inc.
-1.41%
-$83,526.24 
LHX L3Harris Technologies, Inc.
-1.39%
-$9,404.72 
DEFT Defi Technologies Inc.
-1.39%
-$109.95 
WAT Waters Corporation
-1.23%
-$11,974.29 
AMZN Amazon.com Inc
-1.21%
-$36,446.15 
DKL Delek Logistics Partners L.P.
-1.21%
-$14,810.9 
AMT American Tower Corporation
-1.19%
-$3,460.06 
NFLX Netflix, Inc.
-1.14%
-$20,848.74 
BA Boeing Company
-1.13%
-$13,810.02 
UBER Uber Technologies, Inc.
-1.12%
-$11,390.34 
CPRT Copart Inc.
-1%
-$7,424.81 
IBM International Business Machines Corporation
-0.97%
-$18,180.1 
AVGO Broadcom Inc.
-0.94%
-$82,662.93 
LII Lennox International Inc.
-0.93%
-$10,054.21 
PML PIMCO Municipal Income Fund II
-0.86%
-$2,225.14 
CXM Sprinklr Inc.
-0.74%
-$1,165.88 
UAN CVR Partners L.P.
-0.74%
-$3,360 
PDI Pimco Dynamic Income Fund
-0.67%
-$3,147.09 
PHM PulteGroup Inc.
-0.67%
-$6,887.34 
AWI Armstrong World Industries, Inc.
-0.6%
-$4,659.3 
CSCO Cisco Systems, Inc.
-0.6%
-$19,179.29 
BSX Boston Scientific Corporation
-0.59%
-$2,640.4 
NVS Novartis AG Sponsored ADR
-0.57%
-$8,734 
ETN Eaton Corporation plc
-0.55%
-$1,844.29 
CHI Calamos Convertible Opportunities and Income Fund
-0.55%
-$1,138.62 
DOV Dover Corporation
-0.51%
-$6,960.8 
DECK Deckers Outdoor Corporation
-0.45%
-$5,802.51 
ISRG Intuitive Surgical, Inc.
-0.44%
-$854.32 
NZF Nuveen Municipal Credit Income Fund
-0.43%
-$687.5 
IT Gartner Inc.
-0.39%
-$2,331.6 
KODK Eastman Kodak Company
-0.36%
-$418.25 
MCK McKesson Corporation
-0.36%
-$1,467.2 
RTX RTX Corporation
-0.34%
-$6,673.07 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.31%
-$2,644.45 
FDN First Trust Dow Jones Internet Index Fund
-0.31%
-$992.25 
DIS The Walt Disney Company
-0.3%
-$553.58 
CNQ Canadian Natural Resources Limited
-0.28%
-$4,691.5 
AMLP Alerian MLP ETF
-0.27%
-$4,386.9 
CRM Salesforce Inc
-0.25%
-$382.12 
PTRB PGIM Total Return Bond ETF
-0.24%
-$24,972 
META Meta Platforms Inc Class A
-0.23%
-$6,468.75 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$901.15 
MDT Medtronic plc
-0.21%
-$6,608.92 
AGZ iShares Agency Bond ETF
-0.21%
-$1,153.9 
GILD Gilead Sciences Inc.
-0.21%
-$578.24 
GRMN Garmin Ltd.
-0.2%
-$646.02 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$1,809.51 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$1,395.66 
MBB iShares MBS ETF
-0.15%
-$662.9 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$431.52 
VHT Vanguard Health Care ETF
-0.13%
-$293.77 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$330.17 
FCOM Fidelity MSCI Communication Services Index ETF
-0.11%
-$518.64 
IEI iShares 3-7 Year Treasury Bond ETF
-0.11%
-$236.47 
FBND Fidelity Total Bond ETF
-0.11%
-$381.5 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$3,752.45 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$1,156.4 
INTU Intuit Inc.
-0.1%
-$238.28 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.1%
-$306.25 
FTSD Franklin Short Duration U.S. Government ETF
-0.08%
-$258.78 
FSMB First Trust Short Duration Managed Municipal ETF
-0.07%
-$244.72 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$2,946.26 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$2,976.18 
EPD Enterprise Products Partners L.P.
-0.07%
-$590.17 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.07%
-$861.87 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$211.29 
UITB VictoryShares Core Intermediate Bond ETF
-0.06%
-$441.51 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$8,599.44 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$269.13 
CGMU Capital Group Municipal Income ETF
-0.06%
-$987.91 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$4,269.49 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$4,706.13 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$318.46 
VCRB Vanguard Core Bond ETF
-0.04%
-$156.57 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$294.48 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$6,916.11 
TSCO Tractor Supply Company
-0.03%
-$90.87 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$238.72 
BKLN Invesco Senior Loan ETF
-0.02%
-$754.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$86.74 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$629.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$635.98 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$22 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1818 | Longs Won 1170/1818 64% | Profit Factor 8.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $721,702.86 |
| Average Win $170,039.01 | Best Trade (Jun 12) $25.22M | Sharpe Ratio -10.14 |
| Average Loss -$34,229.18 | Worst Trade (Jun 11) -$1.53M | Z-Score 6.62 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $97,230.55 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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