Marc H. Stone Portfolio
Invests via Tyler-Stone Wealth Management | Managed by Marc H. Stone
Invests via Tyler-Stone Wealth Management
Managed by Marc H. Stone
Automatically Tracked
Marc H. Stone Profile
Marc H. Stone is a distinguished executive known for his transformative leadership across various sectors. With extensive experience in corporate strategy and operations, he has effectively navigated complex business landscapes to drive growth and innovation. His adeptness at spearheading initiatives that enhance organizational efficiency has positioned him as a key player in enhancing market competitiveness. Beyond his executive roles, he actively participates in investment decisions that impact long-term value creation, showcasing a profound understanding of capital markets dynamics. Known for fostering collaborative environments, Marc's reputation extends into mentoring emerging leaders within the industry.
Marc H. Stone is a distinguished executive known for his transformative leadership across various sectors. With extensive experience in corporate strategy and operations, he has effectively navigated complex business landscapes to drive growth and innovation. His adeptness at spearheading initiatives that enhance organizational efficiency has positioned him as a key player in enhancing market competitiveness. Beyond his executive roles, he actively participates in investment decisions that impact long-term value creation, showcasing a profound understanding of capital markets dynamics. Known for fostering collaborative environments, Marc's reputation extends into mentoring emerging leaders within the industry.
Investment Philosophy & Strategy
Growth opportunities often present themselves in sectors ripe for disruption and innovation. Marc H. Stone leverages his deep operational insight to identify businesses that possess transformative potential while ensuring they are primed for scalability. His experience encourages a focus on companies that can effectively adapt to market shifts, prioritize efficiency, and ultimately enhance competitive positioning. With a penchant for fostering strategic collaborations, he navigates investment landscapes with an eye towards cultivating sustainable growth trajectories through agile execution and visionary leadership.
Growth opportunities often present themselves in sectors ripe for disruption and innovation. Marc H. Stone leverages his deep operational insight to identify businesses that possess transformative potential while ensuring they are primed for scalability. His experience encourages a focus on companies that can effectively adapt to market shifts, prioritize efficiency, and ultimately enhance competitive positioning. With a penchant for fostering strategic collaborations, he navigates investment landscapes with an eye towards cultivating sustainable growth trajectories through agile execution and visionary leadership.
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:
114.08%
Gain +0.74%
Monthly
1.4%
Yearly
18.22%
Drawdown
30.56%
$725.37M
Equity
Holdings
$725.37M
Investment
$516.52M
$219.32M
Profit +$3.67M
Realized
$10.48M
Unrealized
$208.85M
Dividends
$29.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$3.67M
Win %
82%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$6.39M
Win %
82%
This Month
Compared to last month
Gain
-1.16%
Profit
-$8.54M
Win %
82%
This Year
Compared to last year
Gain
6.17%
Profit
$42.16M
Win %
82%
BABA Alibaba Group Holding Limited SP ADR
+4.78%
+$14,263.02 
MDB MongoDB Inc.
+4.19%
+$46,120.08 
MRVL Marvell Technology, Inc.
+3.47%
+$30,044.85 
INTC Intel Corporation
+2.97%
+$41,933.4 
AXON Axon Enterprise, Inc.
+2.78%
+$5,099.4 
AMD Advanced Micro Devices, Inc.
+2.72%
+$135,506.95 
PLTR Palantir Technologies Inc.
+2.52%
+$460,206.66 
AVGO Broadcom Inc.
+2.33%
+$21,097.35 
TROX Tronox Holdings plc
+2.14%
+$4,550 
ISRG Intuitive Surgical, Inc.
+2.12%
+$12,651.58 
SNOW Snowflake Inc.
+2.05%
+$31,539.24 
ANIX Anixa Biosciences Inc.
+1.89%
+$2,693.23 
MSFT Microsoft Corp.
+1.88%
+$174,230.26 
SHOP Shopify Inc.
+1.88%
+$17,655.2 
GEV GE Vernova Inc.
+1.88%
+$33,645.75 
MU Micron Technology, Inc.
+1.86%
+$94,854.95 
COIN Coinbase Global, Inc.
+1.69%
+$2,660 
GOOG Alphabet Inc
+1.68%
+$394,138.78 
GOOGL Alphabet Inc
+1.59%
+$217,688.84 
EPD Enterprise Products Partners L.P.
+1.53%
+$5,517.14 
CRM Salesforce Inc
+1.52%
+$5,031 
PGR Progressive Corporation
+1.46%
+$16,115.04 
MELI MercadoLibre, Inc.
+1.44%
+$2,249.76 
IBIT iShares Bitcoin Trust
+1.43%
+$1,896.96 
KMI Kinder Morgan, Inc.
+1.24%
+$29,395.6 
COP ConocoPhillips
+1.2%
+$8,932.74 
NOC Northrop Grumman Corporation
+1.15%
+$5,364.02 
CVX Chevron Corporation
+1.14%
+$12,466.32 
SLV iShares Silver Trust
+0.95%
+$15,132 
AMZN Amazon.com Inc
+0.94%
+$105,623.56 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.89%
+$3,532.24 
SOUN SoundHound AI Inc.
+0.88%
+$1,770.45 
XOM Exxon Mobil Corporation
+0.84%
+$88,152.84 
AMLP Alerian MLP ETF
+0.81%
+$9,911.88 
ABT Abbott Laboratories
+0.8%
+$1,869.21 
TJX The TJX Companies, Inc.
+0.79%
+$5,194.76 
LPLA LPL Financial Holdings Inc.
+0.79%
+$2,350.08 
CEG Constellation Energy Corporation
+0.74%
+$6,096.2 
XLE Energy Select Sector SPDR Fund
+0.72%
+$19,899.25 
V Visa Inc. Class A
+0.71%
+$42,906.11 
VDE Vanguard Energy ETF
+0.71%
+$10,535.12 
IGM iShares Expanded Tech Sector ETF
+0.7%
+$13,452.17 
IYE iShares U.S. Energy ETF
+0.69%
+$2,500.28 
DUK Duke Energy Corporation
+0.68%
+$2,006 
MA Mastercard Incorporated
+0.62%
+$9,152.15 
BCX BlackRock Resources & Commodities Strategy Trust
+0.61%
+$2,376.08 
FXL First Trust Technology AlphaDEX Fund
+0.6%
+$4,164.2 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$6,818.2 
T AT&T Inc.
+0.56%
+$5,544.53 
FDN First Trust Dow Jones Internet Index Fund
+0.55%
+$2,745.96 
SMH VanEck Semiconductor ETF
+0.54%
+$4,835.85 
IYW iShares U.S. Technology ETF
+0.54%
+$1,642.06 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.54%
+$479.16 
RTX RTX Corporation
+0.53%
+$5,097.33 
DD DuPont de Nemours, Inc.
+0.49%
+$2,127.6 
BUD Anheuser-Busch InBev S.A. ADR
+0.49%
+$1,580 
MTUM iShares MSCI USA Momentum Factor ETF
+0.49%
+$10,848.4 
IXN iShares Global Tech ETF
+0.47%
+$5,822.46 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.47%
+$5,795.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$19,549.29 
GAM General American Investors Company, Inc.
+0.42%
+$1,317.06 
FLO Flowers Foods, Inc.
+0.41%
+$3,866.8 
META Meta Platforms Inc Class A
+0.41%
+$13,516.53 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$3,137.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.36%
+$11,954.25 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$21,685.18 
QQQI Neos NASDAQ-100 High Income ETF
+0.33%
+$35,361.9 
QQQM Invesco NASDAQ 100 ETF
+0.31%
+$5,868.9 
IBM International Business Machines Corporation
+0.31%
+$2,018.28 
MKL Markel Group Inc.
+0.31%
+$1,474.78 
HON Honeywell International Inc.
+0.28%
+$477.58 
VUG Vanguard Growth ETF
+0.28%
+$5,848.68 
POET POET Technologies Inc.
+0.27%
+$6,872 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$5,162.1 
IWF iShares Russell 1000 Growth ETF
+0.24%
+$1,763.2 
KVUE Kenvue Inc.
+0.21%
+$1,512 
XLC Communication Services Select Sector SPDR Fund
+0.21%
+$964.62 
BUFQ FT Nasdaq Buffer ETF July.
+0.21%
+$4,259.04 
JGRO JPMorgan Active Growth ETF
+0.2%
+$9,658.08 
KO The Coca-Cola Company
+0.2%
+$869.55 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.19%
+$502.92 
IWY iShares Russell Top 200 Growth ETF
+0.19%
+$973.96 
TMFC Motley Fool 100 Index ETF
+0.18%
+$444.64 
SU Suncor Energy Inc.
+0.18%
+$2,958.67 
WINN Harbor Long-Term Growers ETF
+0.17%
+$2,519.55 
FPX First Trust US Equity Opportunities ETF
+0.14%
+$758.12 
ET Energy Transfer L.P.
+0.12%
+$1,167.12 
HSY The Hershey Company
+0.12%
+$431.76 
HIG The Hartford Insurance Group, Inc.
+0.12%
+$319.24 
XAR SPDR S&P Aerospace & Defense ETF
+0.11%
+$330.4 
ILCG iShares Morningstar Growth ETF
+0.1%
+$694.65 
NVDA NVIDIA Corporation
+0.08%
+$51,838.26 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.07%
+$3,263.44 
ARKK ARK Innovation ETF Fund
+0.07%
+$362.3 
PGX Invesco Preferred ETF
+0.07%
+$106.7 
CB Chubb Limited
+0.06%
+$732.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.04%
+$3,108.51 
CNXC Concentrix Corporation
+0.04%
+$322.96 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.04%
+$85.22 
ETN Eaton Corporation plc
+0.03%
+$731.38 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$62.8 
EMLP First Trust North American Energy Infrastructure Fund
+0.02%
+$78.57 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,765.19 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$64.86 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$1,010.23 
AZN
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
0%
$0 
FIHL Fidelis Insurance Holdings Limited
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
IBHE iShares iBonds 2025 Term High Yield and Income ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
EAF GrafTech International Ltd.
-8.37%
-$3,833.8 
TEM Tempus AI, Inc.
-7.05%
-$32,560 
CMG Chipotle Mexican Grill, Inc.
-3.66%
-$9,504.18 
IP International Paper Company
-3.27%
-$19,921.08 
ORCL Oracle Corporation
-3.22%
-$17,432.85 
BX Blackstone Inc.
-2.93%
-$180,122.4 
TSLA Tesla, Inc.
-2.59%
-$101,228.45 
GE General Electric Company
-2.41%
-$13,918.24 
DE Deere & Company
-2.38%
-$17,480.19 
UPST Upstart Holdings, Inc.
-2.37%
-$27,743.8 
BXMT Blackstone Mortgage Trust Inc
-2.37%
-$9,978.39 
PHM PulteGroup Inc.
-2.3%
-$7,377.6 
LLY Eli Lilly and Company
-2.28%
-$53,536.82 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.25%
-$16,585.96 
LOW Lowe's Companies Inc.
-2.24%
-$6,790.68 
MRK Merck & Co., Inc.
-2.18%
-$8,748.66 
UA Under Armour Inc.
-2.13%
-$2,030.5 
NFLX Netflix, Inc.
-2.03%
-$8,512 
SQ Block, Inc.
-1.94%
-$8,453 
DKNG DraftKings Inc.
-1.93%
-$4,079.04 
SHW The Sherwin-Williams Company
-1.88%
-$4,368 
ITW Illinois Tool Works Inc.
-1.83%
-$9,797.76 
CAT Caterpillar Inc.
-1.8%
-$34,521.3 
LRCX Lam Research Corporation
-1.77%
-$24,619.76 
BIZD VanEck BDC Income ETF
-1.77%
-$7,905.6 
PLD Prologis Inc.
-1.74%
-$5,787.6 
HD The Home Depot, Inc.
-1.68%
-$16,387.5 
PEP PepsiCo, Inc.
-1.62%
-$11,983.56 
CMC Commercial Metals Company
-1.57%
-$16,659.76 
DIS The Walt Disney Company
-1.54%
-$4,516.5 
WFC Wells Fargo & Company
-1.5%
-$5,350.73 
SLF Sun Life Financial Inc.
-1.48%
-$21,119.34 
WMT Walmart Inc.
-1.47%
-$14,886.48 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$4,700.57 
NLY Annaly Capital Management, Inc.
-1.46%
-$11,262.7 
AAPL Apple Inc.
-1.42%
-$526,712.43 
ARCC Ares Capital Corporation
-1.41%
-$3,760.29 
JNJ Johnson & Johnson
-1.39%
-$22,996.23 
NSC Norfolk Southern Corporation
-1.38%
-$11,080.02 
VTRS Viatris Inc.
-1.36%
-$8,486.08 
F Ford Motor Company
-1.33%
-$5,728.12 
OHI Omega Healthcare Investors Inc.
-1.28%
-$15,474.48 
IBB iShares Biotechnology ETF
-1.27%
-$13,325.97 
PANW Palo Alto Networks, Inc.
-1.27%
-$17,017 
BAC Bank of America Corporation
-1.22%
-$54,963.75 
FIW First Trust Water ETF
-1.22%
-$3,269.64 
PAVE Global X U.S. Infrastructure Development ETF
-1.22%
-$5,936.21 
IYT iShares U.S. Transportation ETF
-1.19%
-$5,663.58 
KBE SPDR S&P Bank ETF
-1.16%
-$3,551.77 
CCJ Cameco Corporation
-1.16%
-$3,726.36 
ARDX Ardelyx Inc.
-1.15%
-$5,091 
KEY KeyCorp
-1.12%
-$47,960.76 
PFE Pfizer Inc.
-1.12%
-$18,136.16 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.04%
-$30,091.68 
XLB Materials Select Sector SPDR Fund
-1.04%
-$3,946.95 
AXP American Express Company
-1.03%
-$2,752.33 
VTLE Vital Energy Inc.
-0.99%
-$4,741.2 
BBH VanEck Biotech ETF
-0.99%
-$2,648.7 
VHT Vanguard Health Care ETF
-0.99%
-$7,631.26 
IYH iShares U.S. Healthcare ETF
-0.97%
-$7,287.72 
PH Parker-Hannifin Corporation
-0.97%
-$256,677.96 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.95%
-$2,575.5 
AON Aon plc
-0.95%
-$19,218.45 
XLV Health Care Select Sector SPDR Fund
-0.95%
-$21,367.98 
NEE NextEra Energy, Inc.
-0.95%
-$3,848.88 
SBUX Starbucks Corporation
-0.94%
-$2,185.92 
BMY Bristol-Myers Squibb Company
-0.91%
-$2,990.89 
JPM JPMorgan Chase & Co.
-0.89%
-$33,269.4 
AIG American International Group Inc.
-0.86%
-$10,960.15 
XLI Industrial Select Sector SPDR Fund
-0.86%
-$9,012.14 
ZTS Zoetis Inc.
-0.85%
-$1,349.4 
GS The Goldman Sachs Group, Inc.
-0.84%
-$11,117.8 
UNH UnitedHealth Group Incorporated
-0.83%
-$3,590.55 
WEC WEC Energy Group Inc.
-0.83%
-$3,656.6 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.81%
-$22,562.2 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.81%
-$10,482.42 
PG Procter & Gamble Co
-0.79%
-$5,253.36 
MXI iShares Global Materials ETF
-0.78%
-$2,592.51 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.76%
-$13,541.22 
EXC Exelon Corporation
-0.76%
-$3,379.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.75%
-$3,408.44 
BWXT Bwx Technologies Inc.
-0.75%
-$1,920.02 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.74%
-$12,506.18 
MOO VanEck Agribusiness ETF
-0.73%
-$1,888.81 
ITA iShares U.S. Aerospace & Defense ETF
-0.73%
-$5,108.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.72%
-$48,149.58 
VNQ Vanguard Real Estate ETF
-0.72%
-$2,405.52 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.7%
-$8,908 
GILD Gilead Sciences Inc.
-0.69%
-$4,870.48 
GIS General Mills, Inc.
-0.67%
-$4,685.62 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.67%
-$1,484.7 
SPLV Invesco S&P 500 Low Volatility ETF
-0.67%
-$9,631.35 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.67%
-$5,612.52 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$16,155 
ABBV AbbVie Inc.
-0.63%
-$8,272.17 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$3,826.9 
COST Costco Wholesale Corporation
-0.63%
-$7,381.59 
PM Philip Morris International Inc.
-0.63%
-$52,135.27 
AMGN Amgen Inc.
-0.61%
-$1,973.44 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$2,722.72 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.6%
-$3,048.47 
IYF iShares U.S. Financials ETF
-0.59%
-$4,037.8 
CGIE Capital Group International Equity ETF
-0.58%
-$6,843.06 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$2,345.59 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.57%
-$1,836 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.56%
-$26,354.65 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$4,911.09 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$19,993.68 
JHMM John Hancock Multifactor Mid Cap ETF
-0.54%
-$4,773.6 
CRWD CrowdStrike Holdings, Inc.
-0.54%
-$13,611.92 
SO The Southern Company
-0.54%
-$1,835.49 
QCOM QUALCOMM Incorporated
-0.52%
-$1,707.91 
SPDV AAM S&P 500 High Dividend Value ETF
-0.52%
-$4,701.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$2,110.68 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$5,350.66 
PKW Invesco BuyBack Achievers ETF
-0.51%
-$1,961.51 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$16,289.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.51%
-$4,073.3 
GDX VanEck Gold Miners ETF
-0.51%
-$14,480.64 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.5%
-$1,643.04 
FTCS First Trust Capital Strength ETF
-0.49%
-$3,842.88 
CSCO Cisco Systems, Inc.
-0.49%
-$3,268.65 
VDC VANGUARD CONSUMER STAPLES ETF
-0.48%
-$4,422.82 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$7,877.12 
XLF Financial Select Sector SPDR Fund
-0.48%
-$9,508.76 
IWD iShares Russell 1000 Value ETF
-0.48%
-$2,513.4 
TOUS T. Rowe Price International Equity ETF
-0.47%
-$2,050.2 
VTV Vanguard Value ETF
-0.47%
-$8,959.97 
FTC First Trust Large Cap Growth Fund
-0.47%
-$5,358.71 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.47%
-$2,755 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.46%
-$29,825.35 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.46%
-$3,180.93 
IMCB iShares Morningstar Mid-Cap ETF
-0.44%
-$1,480.92 
JAVA JPMorgan Active Value ETF
-0.44%
-$64,587.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.44%
-$1,758.65 
ASML ASML Holding N.V. New York Registry Shares
-0.43%
-$3,320.04 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$2,960 
VYM Vanguard High Dividend Yield ETF
-0.42%
-$8,107.67 
AVUV Avantis U.S. Small Cap Value ETF
-0.41%
-$2,559.55 
IWR iShares Russell Mid-Cap ETF
-0.4%
-$1,026.08 
HDV iShares Core High Dividend ETF
-0.39%
-$1,974.5 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.38%
-$3,525.75 
IWM iShares Russell 2000 ETF
-0.38%
-$4,629.77 
C Citigroup Inc.
-0.37%
-$2,211.89 
QUAL iShares MSCI USA Quality Factor ETF
-0.37%
-$22,635.2 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.36%
-$2,384.37 
AMAT Applied Materials, Inc.
-0.36%
-$9,148.8 
VO Vanguard Mid-Cap ETF
-0.36%
-$1,711 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.36%
-$11,133.36 
WPM Wheaton Precious Metals Corp.
-0.35%
-$1,581.38 
TGT Target Corporation
-0.35%
-$1,091.23 
RECS Columbia Research Enhanced Core ETF
-0.34%
-$1,539.6 
CGDV Capital Group Dividend Value ETF
-0.34%
-$4,613.07 
UBER Uber Technologies, Inc.
-0.32%
-$9,753.15 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$1,733.04 
EPI WisdomTree India Earnings Fund
-0.31%
-$942.63 
JHML John Hancock Multifactor Large Cap ETF
-0.31%
-$3,442.03 
ILCV iShares Morningstar Value ETF
-0.3%
-$2,123.27 
RDVY First Trust Rising Dividend Achievers ETF
-0.3%
-$1,032.48 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$3,126.57 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$676.46 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$2,035.84 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$1,160.46 
RDVI FT Vest Rising Dividend Achievers Fund
-0.28%
-$2,368.08 
YUM Yum! Brands, Inc.
-0.26%
-$733.2 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.26%
-$1,477.8 
MRSH Marsh & McLennan Companies, Inc.
-0.26%
-$523.2 
COWZ Pacer US Cash Cows 100 ETF
-0.26%
-$10,459.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.26%
-$78,619.75 
FV First Trust Dorsey Wright Focus 5 ETF
-0.24%
-$805.53 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.24%
-$635.5 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.23%
-$897.93 
JBND JPMorgan Active Bond ETF
-0.23%
-$12,530.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$2,752.2 
EES WisdomTree U.S. SmallCap Fund
-0.23%
-$2,778.68 
IRM Iron Mountain Inc.
-0.22%
-$5,023.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$15,534.21 
KGS Kodiak Gas Services Inc.
-0.21%
-$4,207.68 
MCD McDonald's Corporation
-0.2%
-$2,726.95 
DBX Dropbox Inc.
-0.2%
-$504 
FDLO Fidelity Low Volatility Factor ETF
-0.19%
-$4,580.17 
SPHQ Invesco S&P 500 Quality ETF
-0.19%
-$3,475.2 
TIP iShares TIPS Bond ETF
-0.19%
-$460.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.16%
-$2,728.12 
VZ Verizon Communications Inc.
-0.15%
-$1,730.17 
CGBL Capital Group Core Balanced ETF
-0.15%
-$1,154.45 
PFF iShares Preferred and Income Securities ETF
-0.13%
-$538.36 
CGUS Capital Group Core Equity ETF
-0.12%
-$895.51 
CVS CVS Health Corporation
-0.11%
-$473.4 
FMB First Trust Managed Municipal Fund
-0.11%
-$296.06 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$437.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$8,245.67 
JPEF JPMorgan Equity Focus ETF
-0.1%
-$2,688.16 
ADP Automatic Data Processing Inc.
-0.09%
-$532.8 
MO Altria Group, Inc.
-0.09%
-$5,469.1 
LMT Lockheed Martin Corporation
-0.09%
-$341.22 
CLSE Convergence Long/Short Equity Fund
-0.09%
-$390.72 
NEM Newmont Corporation
-0.09%
-$1,180.16 
GPIX S&P 500 Core Premium Income Fund
-0.08%
-$719.5 
GLD SPDR Gold Shares
-0.08%
-$4,777.5 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$8,133.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.08%
-$2,291.87 
FTQI First Trust Nasdaq BuyWrite Fund
-0.07%
-$281.4 
CGGR Capital Group Growth ETF
-0.07%
-$1,884.12 
IAU iShares Gold Trust
-0.07%
-$261.63 
VOO Vanguard S&P 500 ETF
-0.06%
-$1,694.62 
ILCB iShares Morningstar U.S. Equity ETF
-0.06%
-$607.49 
FE FirstEnergy Corp.
-0.06%
-$972.81 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.04%
-$124.11 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$353.08 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$572.4 
IVV iShares Core S&P 500 ETF
-0.04%
-$10,443.26 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.02%
-$586.89 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$1,017.74 
CATH Global X S&P 500 Catholic Values ETF
-0.01%
-$34.26 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,234.96 Events
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Dividends
Dividend Analysis
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| Trades 5409 | Longs Won 2961/5409 54% | Profit Factor 10.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $425,903.82 |
| Average Win $82,205.01 | Best Trade (Jul 22) $22.66M | Sharpe Ratio -13.7 |
| Average Loss -$9,839.78 | Worst Trade (Jul 24) -$1.09M | Z-Score 12.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3d | Expectancy $40,547.46 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Marc H. Stone?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $6.42M, NVIDIA Corporation - $5.07M, Neos NASDAQ-100 High Income ETF - $1.5M, JPMorgan Ultra-Short Income ETF - $1.15M, and Altria Group, Inc - $1.09M. 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 Trade Desk, Inc. Class A - $673,091.98, Intel Corporation - $582,275.93, Vital Energy Inc - $333,998.8, Pfizer Inc - $258,865.02, and PayPal Holdings Inc - $217,333.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marc H. Stone's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.97M earned over time. The largest contributors to dividend income include Neos NASDAQ-100 High Income ETF - $1.5M, JPMorgan Ultra-Short Income ETF - $1.15M, Altria Group, Inc - $1.1M, Philip Morris International Inc - $842,290.71, and JPMorgan Nasdaq Equity Premium Income ETF - $836,993.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marc H. Stone's monthly returns?
Marc H. Stone's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Marc H. Stone's strategy be considered aggressive or moderate?
Marc H. Stone's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Marc H. Stone's strategy?
Marc H. Stone's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
