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:
144.44%
Gain -1.32%
Monthly
1.55%
Yearly
20.25%
Drawdown
30.62%
$751.33M
Equity
Holdings
$751.33M
Investment
$502.29M
$250.22M
Profit -$3.56M
Realized
$1.18M
Unrealized
$249.04M
Dividends
$30.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.32%
Profit
-$3.56M
Win %
81%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$8.75M
Win %
81%
This Month
Compared to last month
Gain
-0.94%
Profit
-$7.13M
Win %
81%
This Year
Compared to last year
Gain
10.92%
Profit
$73.97M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$1.58M 
ETN Eaton Corporation plc
+7.32%
+$150,127.93 
GOOG Alphabet Inc
+6.88%
+$1.34M 
GOOGL Alphabet Inc
+6.73%
+$803,459.79 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$15,406.14 
LPLA LPL Financial Holdings Inc.
+4.28%
+$12,742.81 
MDB MongoDB Inc.
+3.56%
+$40,901.64 
EAF GrafTech International Ltd.
+3.54%
+$1,704.3 
META Meta Platforms Inc Class A
+3.28%
+$87,657.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$70,477.44 
MSFT Microsoft Corp.
+3.02%
+$311,516.41 
NVDA NVIDIA Corporation
+2.93%
+$1.83M 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$12,963.92 
SMCI Super Micro Computer Inc
+2.42%
+$18,358 
CVX Chevron Corporation
+2.35%
+$26,279.28 
MRVL Marvell Technology, Inc.
+2.32%
+$20,175.36 
CSCO Cisco Systems, Inc.
+2.14%
+$14,045.4 
PANW Palo Alto Networks, Inc.
+1.89%
+$23,001 
BCX BlackRock Resources & Commodities Strategy Trust
+1.86%
+$7,318.3 
CRM Salesforce Inc
+1.83%
+$6,404.84 
ORCL Oracle Corporation
+1.81%
+$10,161.69 
ZTS Zoetis Inc.
+1.66%
+$2,686.32 
KMI Kinder Morgan, Inc.
+1.64%
+$54,556.84 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$19,775.01 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$6,985.28 
VZ Verizon Communications Inc.
+1.52%
+$11,778.2 
LMT Lockheed Martin Corporation
+1.5%
+$5,902.92 
UPST Upstart Holdings, Inc.
+1.48%
+$21,933.55 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$27,944.11 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$65,831.04 
NOC Northrop Grumman Corporation
+1.43%
+$5,890.36 
PH Parker-Hannifin Corporation
+1.43%
+$376,491.11 
GE General Electric Company
+1.42%
+$8,002.73 
DBX Dropbox Inc.
+1.4%
+$3,780 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$12,247.55 
CGUS Capital Group Core Equity ETF
+1.29%
+$8,040.99 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$3,813 
COP ConocoPhillips
+1.22%
+$9,339.46 
WFC Wells Fargo & Company
+1.19%
+$4,443.12 
ITW Illinois Tool Works Inc.
+1.15%
+$6,318 
VUG Vanguard Growth ETF
+1.1%
+$23,145.84 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$25,064.95 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,538.55 
VDE Vanguard Energy ETF
+1.02%
+$14,106.43 
ILCG iShares Morningstar Growth ETF
+1.01%
+$7,072.8 
XLE Energy Select Sector SPDR Fund
+1%
+$28,305.84 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$3,165.75 
ADP Automatic Data Processing Inc.
+0.98%
+$5,749.78 
WINN Harbor Long-Term Growers ETF
+0.94%
+$13,533 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$5,947.56 
IYE iShares U.S. Energy ETF
+0.93%
+$3,402.86 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$11,500.74 
AMLP Alerian MLP ETF
+0.89%
+$10,852.52 
JAVA JPMorgan Active Value ETF
+0.87%
+$137,617.9 
IBM International Business Machines Corporation
+0.86%
+$5,798.7 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$5,077.1 
GEV GE Vernova Inc.
+0.85%
+$13,969.11 
SU Suncor Energy Inc.
+0.82%
+$14,792.25 
MCD McDonald's Corporation
+0.82%
+$10,916.45 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$8,511.5 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$9,428.92 
TSLA Tesla, Inc.
+0.76%
+$24,968.8 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,411.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$80,057.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,745.17 
CAT Caterpillar Inc.
+0.7%
+$12,360.62 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,438.55 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$9,890.12 
IVV iShares Core S&P 500 ETF
+0.69%
+$187,182.08 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$60,381.17 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$6,220.9 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$2,034 
PLTR Palantir Technologies Inc.
+0.65%
+$137,703.66 
CGGR Capital Group Growth ETF
+0.65%
+$15,253.42 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$43,667.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$40,527.78 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,922.3 
CGDV Capital Group Dividend Value ETF
+0.63%
+$6,711.19 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$17,065.44 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$5,437.94 
JGRO JPMorgan Active Growth ETF
+0.61%
+$28,490.56 
ET Energy Transfer L.P.
+0.59%
+$4,408.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$44,447.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$10,507.48 
MO Altria Group, Inc.
+0.57%
+$31,375.89 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$20,628.3 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$26,392.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$44,746.1 
EXC Exelon Corporation
+0.53%
+$2,317.44 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$12,638.83 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$137,725.51 
FTC First Trust Large Cap Growth Fund
+0.47%
+$5,374.26 
HON Honeywell International Inc.
+0.47%
+$650.73 
NSC Norfolk Southern Corporation
+0.46%
+$3,713.85 
FTQI First Trust Nasdaq BuyWrite Fund
+0.46%
+$1,810.4 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$2,253.18 
OHI Omega Healthcare Investors Inc.
+0.46%
+$5,313 
CMC Commercial Metals Company
+0.45%
+$4,965.89 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$5,079.6 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,364.3 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$13,759.36 
GAM General American Investors Company, Inc.
+0.42%
+$1,317.06 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$33,207 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$7,908.72 
PFE Pfizer Inc.
+0.4%
+$6,645.3 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,360 
RTX RTX Corporation
+0.39%
+$3,942.96 
AVGO Broadcom Inc.
+0.37%
+$3,994.56 
PG Procter & Gamble Co
+0.37%
+$2,358.5 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$1,202.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$33,809.22 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,247.27 
BAC Bank of America Corporation
+0.36%
+$14,651.34 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,417.56 
MRK Merck & Co., Inc.
+0.32%
+$1,913.93 
SMH VanEck Semiconductor ETF
+0.3%
+$2,764.5 
ILCV iShares Morningstar Value ETF
+0.29%
+$2,076.38 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$9,206.52 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$6,037.73 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$1,190.39 
JPM JPMorgan Chase & Co.
+0.27%
+$10,603.2 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$1,041.92 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$6,514.62 
SLF Sun Life Financial Inc.
+0.22%
+$3,141.72 
SO The Southern Company
+0.21%
+$721.2 
JNJ Johnson & Johnson
+0.21%
+$3,459.31 
FIW First Trust Water ETF
+0.2%
+$544.06 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$8,477.43 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$577.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$10,479.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$6,112.92 
T AT&T Inc.
+0.17%
+$1,944.12 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$1,360.55 
CB Chubb Limited
+0.15%
+$1,938.74 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,909.75 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$433.73 
ISRG Intuitive Surgical, Inc.
+0.1%
+$622.42 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$402.06 
C Citigroup Inc.
+0.1%
+$587.55 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$746.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$9,415.8 
WMT Walmart Inc.
+0.09%
+$843.22 
ABT Abbott Laboratories
+0.09%
+$208.35 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$319.1 
EPI WisdomTree India Earnings Fund
+0.07%
+$201.87 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$328.4 
AEP American Electric Power Company, Inc.
+0.06%
+$130.62 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$91.44 
HDV iShares Core High Dividend ETF
+0.04%
+$149.35 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$212.48 
DIS The Walt Disney Company
+0.03%
+$89.58 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$52.49 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$621.58 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$290 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$97.55 
IYT iShares U.S. Transportation ETF
+0.01%
+$53.3 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$23.64 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBHE iShares iBonds 2025 Term High Yield and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.72M 
MU Micron Technology, Inc.
-5.9%
-$434,311.06 
IP International Paper Company
-5.38%
-$37,623.44 
SHOP Shopify Inc.
-4.29%
-$38,902.5 
POET POET Technologies Inc.
-3.98%
-$101,442 
ANIX Anixa Biosciences Inc.
-3.93%
-$5,882.24 
WPM Wheaton Precious Metals Corp.
-3.84%
-$18,535.35 
GDX VanEck Gold Miners ETF
-3.49%
-$109,306.56 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$10,325.9 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$9,562.34 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$5,388.24 
UA Under Armour Inc.
-2.84%
-$2,261 
QCOM QUALCOMM Incorporated
-2.63%
-$13,151.07 
ABBV AbbVie Inc.
-2.51%
-$31,347.15 
YUM Yum! Brands, Inc.
-2.37%
-$6,993.6 
XLB Materials Select Sector SPDR Fund
-2.34%
-$6,676.78 
ARKK ARK Innovation ETF Fund
-2.28%
-$13,555.56 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$16,819.56 
BA Boeing Company
-2.15%
-$5,888.11 
MOO VanEck Agribusiness ETF
-2.15%
-$7,655.4 
MXI iShares Global Materials ETF
-2.15%
-$7,277.84 
NEM Newmont Corporation
-2.14%
-$30,299 
SLV iShares Silver Trust
-2.13%
-$30,552 
NFLX Netflix, Inc.
-2%
-$10,351.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$106,879.08 
IBB iShares Biotechnology ETF
-1.87%
-$19,588.96 
IRM Iron Mountain Inc.
-1.86%
-$42,741.36 
GIS General Mills, Inc.
-1.84%
-$12,209.41 
ARDX Ardelyx Inc.
-1.79%
-$8,176.5 
PHM PulteGroup Inc.
-1.76%
-$5,774.91 
FLO Flowers Foods, Inc.
-1.68%
-$8,244 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,809.23 
AON Aon plc
-1.64%
-$31,550.92 
SQ Block, Inc.
-1.64%
-$7,222.5 
SNOW Snowflake Inc.
-1.62%
-$27,252.34 
LRCX Lam Research Corporation
-1.58%
-$35,626.08 
NLY Annaly Capital Management, Inc.
-1.56%
-$12,208.68 
GLD SPDR Gold Shares
-1.49%
-$87,986.56 
IAU iShares Gold Trust
-1.46%
-$5,924.59 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$7,400.31 
DD DuPont de Nemours, Inc.
-1.32%
-$7,644.17 
HSY The Hershey Company
-1.23%
-$4,479.89 
F Ford Motor Company
-1.21%
-$5,070.78 
TJX The TJX Companies, Inc.
-1.21%
-$8,065.88 
CNXC Concentrix Corporation
-1.21%
-$10,075.8 
BBH VanEck Biotech ETF
-1.18%
-$3,217.67 
SHW The Sherwin-Williams Company
-1.16%
-$2,777.03 
NEE NextEra Energy, Inc.
-1.15%
-$4,612.67 
DE Deere & Company
-1.13%
-$8,363.99 
VTRS Viatris Inc.
-1.13%
-$8,045.4 
PLD Prologis Inc.
-1.08%
-$3,521.82 
LOW Lowe's Companies Inc.
-1.04%
-$3,141.38 
INTC Intel Corporation
-1.02%
-$13,927.68 
KO The Coca-Cola Company
-1.02%
-$4,725.9 
DKNG DraftKings Inc.
-1.01%
-$2,135.52 
VTLE Vital Energy Inc.
-0.99%
-$4,813.2 
XOM Exxon Mobil Corporation
-0.97%
-$95,337.36 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,089.35 
TEM Tempus AI, Inc.
-0.95%
-$3,360 
PGR Progressive Corporation
-0.87%
-$9,865.44 
FE FirstEnergy Corp.
-0.82%
-$8,966.8 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$1,929.2 
GILD Gilead Sciences Inc.
-0.81%
-$5,878.53 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,140.93 
PYPL PayPal Holdings Inc
-0.76%
-$1,719.96 
VHT Vanguard Health Care ETF
-0.76%
-$5,945.91 
CVS CVS Health Corporation
-0.75%
-$5,464.43 
MA Mastercard Incorporated
-0.74%
-$11,105.26 
IYH iShares U.S. Healthcare ETF
-0.7%
-$5,291.04 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$19,967.1 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$7,134.1 
DUK Duke Energy Corporation
-0.67%
-$2,062.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,213.21 
AMGN Amgen Inc.
-0.64%
-$2,189.85 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,788.95 
PM Philip Morris International Inc.
-0.61%
-$50,489.41 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$13,217.22 
WEC WEC Energy Group Inc.
-0.57%
-$2,513.71 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,827.36 
LLY Eli Lilly and Company
-0.53%
-$12,149.66 
FTCS First Trust Capital Strength ETF
-0.51%
-$5,250.96 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$1,713.58 
IWM iShares Russell 2000 ETF
-0.47%
-$5,800.47 
PEP PepsiCo, Inc.
-0.46%
-$3,716.48 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$2,032.8 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,220 
HD The Home Depot, Inc.
-0.42%
-$3,901.73 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$3,913.26 
AIG American International Group Inc.
-0.39%
-$4,851.5 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$1,598 
AXP American Express Company
-0.38%
-$1,005.83 
ARCC Ares Capital Corporation
-0.37%
-$956.34 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,694.56 
KVUE Kenvue Inc.
-0.36%
-$3,143 
TMUS T-Mobile US, Inc.
-0.36%
-$511.55 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$9,838.64 
SPDV AAM S&P 500 High Dividend Value ETF
-0.32%
-$1,831.8 
CEG Constellation Energy Corporation
-0.31%
-$1,704.24 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$2,756.34 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$2,032.04 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,157.19 
VTV Vanguard Value ETF
-0.27%
-$4,000.72 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$624.42 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$881.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,190.5 
BX Blackstone Inc.
-0.25%
-$15,738.58 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,299.05 
COST Costco Wholesale Corporation
-0.24%
-$2,770.16 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$212.96 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$3,612.29 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,781.39 
IXN iShares Global Tech ETF
-0.21%
-$2,795.16 
JBND JPMorgan Active Bond ETF
-0.21%
-$11,074.47 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$444.45 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2,335.95 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,221.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,740.11 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$12,880.33 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$510 
EPD Enterprise Products Partners L.P.
-0.18%
-$692.17 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,968.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$746.67 
SOUN SoundHound AI Inc.
-0.16%
-$266.8 
BIZD VanEck BDC Income ETF
-0.16%
-$702.72 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$7,650.32 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$1,817.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,102.19 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$598.55 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$305.04 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,573.76 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,118.84 
TIP iShares TIPS Bond ETF
-0.1%
-$247.06 
PGX Invesco Preferred ETF
-0.09%
-$151.28 
IYF iShares U.S. Financials ETF
-0.09%
-$608.45 
KEY KeyCorp
-0.09%
-$3,557.22 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$1,106.16 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$846.04 
FMB First Trust Managed Municipal Fund
-0.08%
-$213.48 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$370 
CGBL Capital Group Core Balanced ETF
-0.05%
-$364.4 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$166 
VO Vanguard Mid-Cap ETF
-0.05%
-$309.6 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$2,327.35 
V Visa Inc. Class A
-0.04%
-$2,329.15 
CGIE Capital Group International Equity ETF
-0.03%
-$299.66 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$458.17 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$118.36 
TGT Target Corporation
-0.01%
-$59.72 
UBER Uber Technologies, Inc.
-0.01%
-$478.35 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$119.26 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5125 | Longs Won 2826/5125 55% | Profit Factor 11.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $543,435.46 |
| Average Win $96,894.83 | Best Trade (Sep 08) $27.69M | Sharpe Ratio -13.64 |
| Average Loss -$10,335.77 | Worst Trade (Aug 19) -$1.07M | Z-Score 3.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w | Expectancy $48,823.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 111,100 | $23.15M | $34.32M | - | $11.17M | 48.28% | -7.354% |
| ABBV AbbVie Inc. | 4,845 | $846,993.54 | $1.22M | - | $368,810.76 | 43.54% | -2.513% |
| ABT Abbott Laboratories | 2,315 | $278,359.43 | $244,695.5 | - | -$33,663.93 | -12.09% | +0.085% |
| ADP Automatic Data Processing Inc. | 2,220 | $617,483.56 | $591,541.18 | - | -$25,942.38 | -4.2% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,866 | $203,897.82 | $238,568.1 | - | $34,670.28 | 17% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,762 | $1.29M | $1.24M | - | -$48,571.43 | -3.76% | -0.256% |
| AIG American International Group Inc. | 15,650 | $1.06M | $1.23M | - | $166,581.95 | 15.67% | -0.393% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 10,806 | $806,315.06 | $1.26M | - | $458,527.27 | 56.87% | +1.588% |
| AMD Advanced Micro Devices, Inc. | 11,567 | $1.88M | $5.51M | - | $3.63M | 192.62% | -1.904% |
| AMGN Amgen Inc. | 883 | $264,294.76 | $340,096.28 | - | $75,801.52 | 28.68% | -0.64% |
| AMLP Alerian MLP ETF | 22,148 | $904,235.82 | $1.23M | - | $320,991.54 | 35.5% | +0.894% |
| AMZN Amazon.com Inc | 43,790 | $7.8M | $11.89M | - | $4.09M | 52.48% | +15.321% |
| ANIX Anixa Biosciences Inc. | 42,016 | $128,568.96 | $143,694.72 | - | $15,125.76 | 11.76% | -3.933% |
| AON Aon plc | 5,241 | $1.69M | $1.89M | - | $195,290.08 | 11.53% | -1.642% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 8,210 | $444,151.07 | $562,631.3 | - | $118,480.23 | 26.68% | +0.058% |
| ARCC Ares Capital Corporation | 13,662 | $270,785.99 | $256,299.12 | - | -$14,486.87 | -5.35% | -0.372% |
| ARDX Ardelyx Inc. | 90,850 | $550,197.45 | $449,707.5 | - | -$100,489.95 | -18.26% | -1.786% |
| ARKK ARK Innovation ETF Fund | 8,166 | $375,129.33 | $581,745.84 | - | $206,616.51 | 55.08% | -2.277% |
| AVGO Broadcom Inc. | 2,774 | $532,066.22 | $1.08M | - | $547,796.5 | 102.96% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 5,312 | $485,473.28 | $665,487.36 | - | $180,014.08 | 37.08% | +0.032% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: NVIDIA Corporation - $3.16M, Palantir Technologies Inc - $2.08M, Neos NASDAQ-100 High Income ETF - $1.39M, JPMorgan Ultra-Short Income ETF - $1.22M, and Altria Group, Inc - $998,836.76. 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 - $582,163.57, Vital Energy Inc - $320,123.8, Unity Software Inc - $200,734.5, and Luminar Technologies, Inc - $196,193. 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 $30.2M earned over time. The largest contributors to dividend income include Neos NASDAQ-100 High Income ETF - $1.39M, JPMorgan Ultra-Short Income ETF - $1.22M, Altria Group, Inc - $1.03M, JPMorgan Nasdaq Equity Premium Income ETF - $920,830.3, and WisdomTree U.S. Quality Dividend Growth Fund - $785,494.28. 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.
