BFG
Bleakley Financial Group LLC Portfolio
Invests via Bleakley Financial Group LLC | Managed by Craig Weiss
Invests via Bleakley Financial Group LLC
Managed by Craig Weiss
Automatically Tracked
Company Profile
Bleakley Financial Group LLC operates as a comprehensive financial services firm, specializing in investment advisory and wealth management solutions for both individuals and institutions. With a commitment to fostering strong client relationships, the organization integrates various financial strategies tailored to specific client needs. Its presence in the capital markets is marked by innovative approaches to asset management, combining traditional and modern techniques to drive results. The firm's leadership possesses significant experience across diverse sectors, allowing it to navigate complex market dynamics effectively. As an established player within the industry, Bleakley continues to enhance its offerings while focusing on delivering measurable value.
Bleakley Financial Group LLC operates as a comprehensive financial services firm, specializing in investment advisory and wealth management solutions for both individuals and institutions. With a commitment to fostering strong client relationships, the organization integrates various financial strategies tailored to specific client needs. Its presence in the capital markets is marked by innovative approaches to asset management, combining traditional and modern techniques to drive results. The firm's leadership possesses significant experience across diverse sectors, allowing it to navigate complex market dynamics effectively. As an established player within the industry, Bleakley continues to enhance its offerings while focusing on delivering measurable value.
Investment Philosophy & Strategy
With a strong emphasis on innovation, Bleakley Financial Group LLC positions itself at the intersection of investment advisory and advanced financial strategies. The firm's leadership leverages deep industry expertise to identify unique market opportunities that drive wealth creation for clients. Prioritizing personalized service, it crafts tailored solutions by fusing traditional wisdom with cutting-edge technologies. Focused on fostering long-term relationships, the firm not only adapts to changing economic landscapes but also anticipates client needs through proactive engagement. This dynamic approach facilitates sustained growth and enables clients to navigate complex financial challenges effectively.
With a strong emphasis on innovation, Bleakley Financial Group LLC positions itself at the intersection of investment advisory and advanced financial strategies. The firm's leadership leverages deep industry expertise to identify unique market opportunities that drive wealth creation for clients. Prioritizing personalized service, it crafts tailored solutions by fusing traditional wisdom with cutting-edge technologies. Focused on fostering long-term relationships, the firm not only adapts to changing economic landscapes but also anticipates client needs through proactive engagement. This dynamic approach facilitates sustained growth and enables clients to navigate complex financial challenges effectively.
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:
61.58%
Gain -0.39%
Monthly
1.39%
Yearly
18.09%
Drawdown
13.4%
$6.93B
Equity
Holdings
$6.93B
Investment
$5.2B
$2.13B
Profit -$16.23M
Realized
$399.24M
Unrealized
$1.73B
Dividends
$223.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$16.23M
Win %
72%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$20.98M
Win %
72%
This Month
Compared to last month
Gain
-1.04%
Profit
-$73.15M
Win %
72%
This Year
Compared to last year
Gain
8.96%
Profit
$570.23M
Win %
72%
WDC Western Digital Corporation
+8.72%
+$710,554.65 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+8.13%
+$31,011 
MU Micron Technology, Inc.
+7.34%
+$2.7M 
AMAT Applied Materials, Inc.
+7.21%
+$1.63M 
INTC Intel Corporation
+6.79%
+$528,166.04 
AMKR Amkor Technology Inc.
+6.64%
+$44,645.47 
MMM 3M Company
+6.49%
+$160,527.6 
ORLY O'Reilly Automotive Inc.
+6.16%
+$120,569.82 
PTF Invesco Dorsey Wright Technology ETF
+6.11%
+$108,524.5 
APLD Applied Digital Corporation
+6.03%
+$516,616.8 
MRVL Marvell Technology, Inc.
+5.91%
+$217,198.27 
LRCX Lam Research Corporation
+5.81%
+$754,768.1 
KLAC KLA Corporation
+5.23%
+$1.09M 
GLW Corning Incorporated
+5.14%
+$308,178.92 
FLNC Fluence Energy, Inc.
+5.04%
+$17,169.12 
LWLG Lightwave Logic Inc.
+4.96%
+$72,967.37 
AMD Advanced Micro Devices, Inc.
+4.86%
+$952,374.17 
GEV GE Vernova Inc.
+4.56%
+$679,925.08 
PPTA Perpetua Resources Corp.
+4.44%
+$12,621.33 
GPS Gap Inc-The
+4.38%
+$10,322.66 
HOOD Robinhood Markets, Inc.
+4.31%
+$65,466.88 
AUGO Aura Minerals Inc.
+4.19%
+$54,039.3 
IONQ IonQ, Inc.
+4.15%
+$40,242.8 
NOK Nokia Corporation Sponsored ADR
+4.12%
+$11,122.42 
TXN Texas Instruments Inc
+4.07%
+$224,139.3 
FCX Freeport-McMoRan Inc.
+4.03%
+$191,059.92 
HAS Hasbro Inc.
+3.95%
+$39,065.04 
MFG Mizuho Financial Group Inc. ADR
+3.76%
+$24,279.4 
LASR nLIGHT, Inc.
+3.75%
+$41,784.32 
HYMC Hycroft Mining Holding Corporation Class A Common Stock
+3.73%
+$22,215.9 
NVS Novartis AG Sponsored ADR
+3.66%
+$241,429.39 
PSLV Sprott Physical Silver Trust
+3.65%
+$322,479.96 
VRT Vertiv Holdings Co
+3.62%
+$126,033.6 
SLV iShares Silver Trust
+3.56%
+$836,012.59 
MRSH Marsh & McLennan Companies, Inc.
+3.54%
+$260,832.88 
MCHP Microchip Technology Incorporated
+3.53%
+$48,280 
APH Amphenol Corporation
+3.51%
+$211,089.12 
DELL Dell Technologies Inc.
+3.48%
+$263,512.9 
NXT Nextracker Inc.
+3.44%
+$69,248.4 
ADI Analog Devices, Inc.
+3.43%
+$158,893.74 
MSTR Strategy Inc.
+3.36%
+$42,112 
HPE Hewlett Packard Enterprise Company
+3.32%
+$87,787.68 
CDE Coeur Mining, Inc.
+3.32%
+$5,170.94 
CAT Caterpillar Inc.
+3.23%
+$680,745.96 
ASML ASML Holding N.V. New York Registry Shares
+3.21%
+$560,220.72 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.19%
+$68,590.8 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$85,298.35 
LUMN Lumen Technologies Inc.
+3.13%
+$6,011.2 
SSRM Ssr Mining Inc.
+3.11%
+$21,624.72 
AVGO Broadcom Inc.
+3.11%
+$2.2M 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.11%
+$18,839.47 
MP MP Materials Corp.
+3.06%
+$40,178.6 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.99%
+$37,542.9 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+2.95%
+$40,959.12 
SA Seabridge Gold Inc.
+2.86%
+$134,650.08 
LQDA Liquidia Corporation
+2.78%
+$48,909.7 
HL Hecla Mining Company
+2.76%
+$5,872.86 
SKYT SkyWater Technology, Inc.
+2.76%
+$9,027 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.73%
+$15,964.65 
FWD AB Disruptors ETF
+2.68%
+$817,779.38 
XCEM Columbia EM Core ex-China ETF
+2.59%
+$199,369.47 
GDX VanEck Gold Miners ETF
+2.57%
+$179,857.86 
NVDA NVIDIA Corporation
+2.5%
+$3.99M 
EEM iShares MSCI Emerging Markets ETF
+2.47%
+$19,039.39 
NTAP NetApp, Inc.
+2.47%
+$44,806.84 
ANET Arista Networks, Inc.
+2.46%
+$118,614.08 
LXEO Lexeo Therapeutics Inc.
+2.42%
+$5,276.04 
P Everpure Inc.
+2.4%
+$20,610.87 
URA Global X Uranium ETF
+2.38%
+$42,550.92 
IEMG iShares Core MSCI Emerging Markets ETF
+2.29%
+$2.46M 
SILJ Amplify Junior Silver Miners ETF
+2.28%
+$7,722 
JCI Johnson Controls International plc
+2.25%
+$68,700.37 
ETN Eaton Corporation plc
+2.23%
+$184,800 
IBKR Interactive Brokers Group Inc.
+2.23%
+$22,282.92 
XLK State Street Technology Select Sector SPDR ETF
+2.22%
+$87,392.58 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.19%
+$21,722.94 
TTE TotalEnergies SE
+2.15%
+$155,136.76 
TNGX Tango Therapeutics Inc.
+2.14%
+$7,304.79 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+2.13%
+$85,814.81 
AA Alcoa Corporation
+2.1%
+$10,105.26 
CEF Sprott Physical Gold and Silver Trust
+2.09%
+$3.46M 
CEG Constellation Energy Corporation
+2.07%
+$87,444 
NPKI NPK International Inc.
+2.04%
+$7,186.2 
ETHE Grayscale Ethereum Trust ETF
+2.02%
+$3,754.1 
SOLS Sollensys Corp
+2.02%
+$23,710.86 
AIQ Global X Artificial Intelligence & Technology ETF
+2.01%
+$161,521.08 
GBTC Grayscale Bitcoin Trust ETF
+1.98%
+$47,819 
LYG Lloyds Banking Group Plc ADR
+1.96%
+$4,635.07 
BTC Grayscale Bitcoin Mini Trust ETF
+1.94%
+$13,768.16 
NEM Newmont Corporation
+1.94%
+$120,489.31 
OII Oceaneering International, Inc.
+1.9%
+$15,985.41 
IBIT iShares Bitcoin Trust
+1.9%
+$241,722.6 
ING ING Groep N.V. Sponsored ADR
+1.89%
+$11,228.27 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.87%
+$20,258.72 
VLUE iShares MSCI USA Value Factor ETF
+1.85%
+$263,308.5 
ETHA iShares Ethereum Trust
+1.85%
+$22,909.25 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.83%
+$14,220.9 
URNJ Sprott Junior Uranium Miners ETF
+1.78%
+$5,867.02 
ASC Ardmore Shipping Corporation
+1.75%
+$3,962.14 
B BARRICK MINING CORP Common Stock (ABR0)
+1.75%
+$40,545.48 
GS The Goldman Sachs Group, Inc.
+1.72%
+$273,391.57 
BCS Barclays PLC Sponsored ADR
+1.71%
+$10,519.69 
CGGO Capital Group Global Growth Equity ETF
+1.69%
+$352,490.82 
SCHE Schwab Emerging Markets Equity ETF
+1.69%
+$56,988.36 
CGNG Capital Group New Geography Equity ETF
+1.68%
+$67,854.72 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.66%
+$6,121.23 
AVDV Avantis International Small Cap Value ETF
+1.66%
+$477,599.07 
NN NextNav Inc.
+1.64%
+$5,685.12 
FTNT Fortinet Inc.
+1.63%
+$38,844.12 
HSBC HSBC Holdings plc Sponsored ADR
+1.6%
+$20,663.24 
PRM Perimeter Solutions Inc.
+1.59%
+$16,624.3 
HMC Honda Motor Co., Ltd.
+1.56%
+$12,301.96 
CSCO Cisco Systems, Inc.
+1.56%
+$311,033.03 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.56%
+$19,711.67 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$205,136.1 
EMR Emerson Electric Co.
+1.55%
+$65,910.8 
BUD Anheuser-Busch InBev S.A. ADR
+1.53%
+$24,878.12 
IYW iShares U.S. Technology ETF
+1.52%
+$169,864.24 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$638,953.24 
QCOM QUALCOMM Incorporated
+1.5%
+$98,995.2 
RIVN Rivian Automotive, Inc.
+1.45%
+$6,712.5 
DEM WisdomTree Emerging Markets High Dividend Fund
+1.44%
+$8,820.56 
CGXU Capital Group International Focus Equity ETF
+1.43%
+$215,398.25 
SAN Banco Santander S.A. Sponsored ADR
+1.43%
+$36,681.4 
DB Deutsche Bank AG
+1.38%
+$40,909.92 
PAVE Global X U.S. Infrastructure Development ETF
+1.38%
+$63,236.25 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$363,990 
DOW Dow Inc.
+1.38%
+$5,618.37 
ENLT Enlight Renewable Energy Ltd.
+1.38%
+$42,835.42 
UBS UBS Group AG
+1.37%
+$56,717.25 
F Ford Motor Company
+1.36%
+$16,022.13 
SCHA Schwab U.S. Small-Cap ETF
+1.36%
+$135,064.74 
HLT Hilton Worldwide Holdings Inc.
+1.36%
+$82,878.81 
IP International Paper Company
+1.32%
+$7,010.4 
COCO The Vita Coco Company, Inc.
+1.31%
+$13,558.66 
MS Morgan Stanley
+1.29%
+$93,636 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.29%
+$9,511.4 
VEU Vanguard FTSE All-World ex-US ETF
+1.28%
+$48,738.45 
STNG Scorpio Tankers Inc.
+1.27%
+$11,909.7 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.26%
+$145,643.4 
ECVT Ecovyst Inc.
+1.25%
+$18,249.85 
NWG NatWest Group plc Sponsored ADR
+1.24%
+$7,956.52 
PWP Perella Weinberg Partners
+1.24%
+$4,068.87 
DBC Invesco DB Commodity Index Tracking Fund
+1.23%
+$12,005.26 
ARKK ARK Innovation ETF Fund
+1.22%
+$28,216.77 
IVLU iShares MSCI International Value Factor ETF
+1.22%
+$10,122.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$19,957.6 
C Citigroup Inc.
+1.21%
+$70,918.88 
HNRG Hallador Energy Company
+1.21%
+$3,226.01 
IBRX ImmunityBio, Inc.
+1.2%
+$14,721.48 
CWI SPDR MSCI ACWI ex-US ETF
+1.19%
+$5,685.59 
MNRO Monro, Inc.
+1.19%
+$21,627.4 
GE General Electric Company
+1.19%
+$206,053.12 
PR Permian Resources Corporation
+1.16%
+$6,577.89 
ICLN iShares Global Clean Energy ETF
+1.16%
+$2,308.32 
FENI Fidelity Enhanced International ETF
+1.15%
+$11,144.77 
MOS Mosaic Company
+1.14%
+$54,362.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$107,302.88 
PHYS Sprott Physical Gold Trust
+1.12%
+$754,737.44 
HWM Howmet Aerospace Inc.
+1.11%
+$62,803.92 
IBN ICICI Bank Limited Sponsored ADR
+1.11%
+$17,123.37 
GLD SPDR Gold Shares
+1.1%
+$519,886.35 
IAU iShares Gold Trust
+1.1%
+$22,238.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$207,077.2 
BX Blackstone Inc.
+1.09%
+$41,085.9 
APO Apollo Global Management, Inc.
+1.09%
+$40,876.23 
FNDF Schwab Fundamental International Large Company Index ETF
+1.09%
+$46,285.55 
IUSG iShares Core S&P U.S. Growth ETF
+1.09%
+$531,466 
SCHF Schwab International Equity ETF
+1.08%
+$593,136.71 
SLVM Sylvamo Corporation
+1.07%
+$7,025.2 
CVE Cenovus Energy Inc.
+1.06%
+$4,391.1 
DHT DHT Holdings Inc.
+1.06%
+$9,480.62 
URNM Sprott Uranium Miners ETF
+1.06%
+$49,519.98 
PCAR PACCAR Inc.
+1.05%
+$14,193.85 
BG Bunge Global S.A.
+1.05%
+$49,316.4 
PPLT abrdn Physical Platinum Shares ETF
+1.04%
+$52,731 
ORCL Oracle Corporation
+1.02%
+$75,864.44 
SYF Synchrony Financial
+1.02%
+$8,034.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.02%
+$5,752 
SCHM Schwab U.S. Mid-Cap ETF
+1.02%
+$227,141.16 
PSX Phillips 66
+1.01%
+$32,266.44 
VISN Vistance Networks, Inc.
+1.01%
+$2,169.96 
KNF Knife River Corporation
+1%
+$16,863.34 
SCZ iShares MSCI EAFE Small-Cap ETF
+1%
+$82,269.78 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.99%
+$175,886 
COR Cencora, Inc.
+0.99%
+$51,060 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.98%
+$47,973.45 
TSLA Tesla, Inc.
+0.98%
+$383,630.03 
E Eni S.p.A. Sponsored ADR
+0.97%
+$15,410.88 
APG Api Group Corporation
+0.96%
+$3,859.66 
CGGE Capital Group Global Equity ETF
+0.96%
+$3,986.07 
RDVY First Trust Rising Dividend Achievers ETF
+0.96%
+$339,414.21 
CRGY Crescent Energy Inc.
+0.95%
+$1,921.3 
MAC The Macerich Company
+0.94%
+$3,159.12 
CGGR Capital Group Growth ETF
+0.93%
+$68,220.31 
CGIE Capital Group International Equity ETF
+0.92%
+$59,273.61 
FTI TechnipFMC plc
+0.9%
+$23,255.7 
SCHV Schwab U.S. Large-Cap Value ETF
+0.9%
+$28,415.27 
IVZ Invesco Ltd.
+0.89%
+$4,810.81 
GXC SPDR S&P China ETF
+0.89%
+$12,804.32 
QXO Qxo Inc.
+0.89%
+$1,431.6 
SHEL Shell plc
+0.88%
+$48,322.32 
UPS United Parcel Service, Inc.
+0.88%
+$26,167.51 
VT Vanguard Total World Stock ETF
+0.87%
+$658,112.85 
EZU iShares MSCI Eurozone ETF
+0.87%
+$28,617.36 
EFA iShares MSCI EAFE ETF
+0.87%
+$214,668.43 
AME Ametek Inc.
+0.87%
+$28,097.3 
UAL United Airlines Holdings, Inc.
+0.86%
+$12,738.12 
VUG Vanguard Growth ETF
+0.86%
+$1.01M 
DAL Delta Air Lines, Inc.
+0.84%
+$12,792.07 
DFIV Dimensional International Value ETF
+0.83%
+$45,230.78 
ACWI iShares MSCI ACWI ETF
+0.83%
+$23,764.48 
MPC Marathon Petroleum Corporation
+0.82%
+$26,135.2 
CGUS Capital Group Core Equity ETF
+0.82%
+$35,475.48 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$533,298.48 
BP BP p.l.c. Sponsored ADR
+0.81%
+$51,955.4 
IRM Iron Mountain Inc.
+0.81%
+$12,179.59 
CGDV Capital Group Dividend Value ETF
+0.8%
+$46,920.51 
FCFS FirstCash Holdings, Inc.
+0.8%
+$19,756.1 
PTEN Patterson-UTI Energy Inc.
+0.79%
+$1,619.84 
HST Host Hotels & Resorts Inc.
+0.79%
+$3,040.38 
UDR UDR Inc.
+0.78%
+$12,317.85 
CNQ Canadian Natural Resources Limited
+0.77%
+$44,900.06 
JPM JPMorgan Chase & Co.
+0.77%
+$345,321.24 
TTC The Toro Company
+0.77%
+$11,401.92 
CBOE Cboe Global Markets Inc.
+0.76%
+$28,691.15 
URTH iShares MSCI World ETF
+0.75%
+$83,731.02 
KTOS Kratos Defense & Security Solutions, Inc.
+0.75%
+$4,218.66 
HON Honeywell International Inc.
+0.75%
+$27,688.12 
VOT Vanguard Mid-Cap Growth ETF
+0.74%
+$40,351.27 
DVN Devon Energy Corporation
+0.73%
+$6,942.08 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$1.38M 
NRXP NRx Pharmaceuticals, Inc.
+0.72%
+$3,516.12 
CTVA Corteva Inc.
+0.71%
+$9,034.64 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.7%
+$569,038.98 
MLPX Global X MLP & Energy Infrastructure ETF
+0.7%
+$20,621.79 
RUN Sunrun Inc.
+0.7%
+$2,588.96 
GNW Genworth Financial Inc.
+0.69%
+$3,605.56 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.69%
+$50,929.04 
FYEE Fidelity Yield Enhanced Equity Fund
+0.69%
+$36,605.2 
IWM iShares Russell 2000 ETF
+0.68%
+$60,950 
META Meta Platforms Inc Class A
+0.68%
+$382,935.54 
IQLT iShares MSCI International Quality Factor ETF
+0.67%
+$61,820.22 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.67%
+$7,902 
FJUL FT Vest US Equity Buffer ETF
+0.67%
+$8,054.4 
BKR Baker Hughes Company
+0.66%
+$9,302.02 
VTHR Vanguard Russell 3000 ETF
+0.66%
+$41,948.46 
NLY Annaly Capital Management, Inc.
+0.66%
+$4,142.25 
ABM ABM Industries Inc.
+0.66%
+$12,497.34 
RITM Rithm Capital Corp.
+0.65%
+$3,124.98 
GRPN Groupon, Inc.
+0.64%
+$3,573 
RCL Royal Caribbean Group
+0.64%
+$45,481.12 
IR Ingersoll Rand Inc.
+0.64%
+$13,078.94 
VXF Vanguard Extended Market ETF
+0.64%
+$64,196.55 
VB Vanguard Small-Cap ETF
+0.64%
+$157,444.36 
EWS iShares MSCI Singapore ETF
+0.64%
+$25,999 
CGDG Capital Group Dividend Growers ETF
+0.64%
+$19,590 
SOUN SoundHound AI Inc.
+0.64%
+$1,204.56 
APA APA Corporation
+0.63%
+$2,618 
SCHB Schwab U.S. Broad Market ETF
+0.63%
+$1,990.44 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$1.2M 
GNTX Gentex Corporation
+0.63%
+$4,821.3 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.62%
+$5,928.6 
DFIC Dimensional International Core Equity Market ETF
+0.62%
+$11,552.9 
INDA ISHARES MSCI INDIA ETF
+0.62%
+$25,360.2 
IVV iShares Core S&P 500 ETF
+0.61%
+$2.38M 
VLO Valero Energy Corporation
+0.61%
+$23,122.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.6%
+$40,815.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$263,098.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.59%
+$11,058.74 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$855,025.46 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.58%
+$62,263.08 
ILF iShares Latin America 40 ETF
+0.58%
+$2,231.8 
OXY Occidental Petroleum Corporation
+0.58%
+$31,951.36 
VOO Vanguard S&P 500 ETF
+0.58%
+$241,262.05 
IOO iShares Global 100 ETF
+0.57%
+$27,765.34 
CDNS Cadence Design Systems, Inc.
+0.57%
+$26,711.04 
WMB The Williams Companies, Inc.
+0.57%
+$17,101.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.56%
+$1.02M 
HPQ HP Inc.
+0.56%
+$3,232.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.56%
+$11,714.5 
CGBL Capital Group Core Balanced ETF
+0.55%
+$33,835.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.55%
+$14,122.08 
AZN AstraZeneca PLC American Depositary Shares
+0.55%
+$57,803.4 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
+0.55%
+$13,844.61 
SCHX Schwab U.S. Large-Cap ETF
+0.55%
+$305,788.64 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.55%
+$10,007.62 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.54%
+$8,271.03 
IWV ISHARES RUSSELL 3000 ETF
+0.54%
+$30,118.8 
AM Antero Midstream Corporation
+0.53%
+$2,223.48 
MFC Manulife Financial Corporation
+0.53%
+$6,586.87 
DGT SPDR Global Dow ETF
+0.53%
+$37,412.88 
WFC Wells Fargo & Company
+0.52%
+$45,083.25 
TGTX TG Therapeutics, Inc.
+0.52%
+$3,255.84 
GM General Motors Company
+0.52%
+$9,583.47 
CCL Carnival Corporation Ltd.
+0.5%
+$3,942.77 
BOH Bank of Hawaii Corporation
+0.49%
+$5,529.05 
COP ConocoPhillips
+0.49%
+$20,380.92 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.49%
+$9,810.41 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.48%
+$25,434.33 
ABEV Ambev S.A.
+0.48%
+$3,849 
GSK GSK plc Sponsored ADR
+0.48%
+$7,848.24 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.48%
+$5,962.6 
SBUX Starbucks Corporation
+0.48%
+$13,194.5 
MSGE Madison Square Garden Entertainment Corp.
+0.47%
+$13,977.36 
ROIV Roivant Sciences Ltd
+0.47%
+$1,750.24 
IDV iShares International Select Dividend ETF
+0.47%
+$2,472.4 
AMCR Amcor plc
+0.46%
+$4,016.8 
MET MetLife Inc.
+0.46%
+$11,942.82 
EQT EQT Corporation
+0.46%
+$23,526.67 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.45%
+$12,025.52 
VO Vanguard Mid-Cap ETF
+0.45%
+$680,693.76 
XLE Energy Select Sector SPDR Fund
+0.45%
+$29,206.58 
IMCB iShares Morningstar Mid-Cap ETF
+0.45%
+$5,765.44 
FFEM Fidelity Fundamental Emerging Markets ETF
+0.45%
+$4,737.77 
XMHQ Invesco S&P MidCap Quality ETF
+0.44%
+$67,201.05 
LAMR Lamar Advertising Company
+0.43%
+$14,281.62 
CPNG Coupang Inc.
+0.43%
+$2,439.99 
EQH Equitable Holdings, Inc.
+0.42%
+$2,106.6 
SOFI SoFi Technologies, Inc.
+0.41%
+$1,288.91 
ARMK Aramark
+0.41%
+$2,337.26 
FSCO FS Credit Opportunities Corp.
+0.41%
+$795.28 
ABBV AbbVie Inc.
+0.4%
+$73,993.86 
TH Target Hospitality Corp.
+0.4%
+$1,626.23 
NEXT NextDecade Corporation
+0.39%
+$1,887.48 
XOM Exxon Mobil Corporation
+0.39%
+$91,739.18 
BUFR FT Vestladder Buffer ETF-USD I
+0.38%
+$62,650.7 
SARO StandardAero, Inc.
+0.37%
+$7,258.6 
AQST Aquestive Therapeutics Inc.
+0.36%
+$1,955.04 
IWR iShares Russell Mid-Cap ETF
+0.36%
+$30,398.94 
PLD Prologis Inc.
+0.36%
+$11,363.2 
SNDX Syndax Pharmaceuticals Inc.
+0.36%
+$999.04 
PANW Palo Alto Networks, Inc.
+0.36%
+$25,955.76 
DFAS Dimensional U.S. Small Cap ETF
+0.35%
+$210,051.24 
BAC Bank of America Corporation
+0.35%
+$47,306.49 
OUT OUTFRONT Media Inc.
+0.34%
+$1,128.27 
IFF International Flavors & Fragrances Inc.
+0.34%
+$12,544.74 
AR Antero Resources Corporation
+0.33%
+$2,364.67 
VTV Vanguard Value ETF
+0.33%
+$411,112.72 
CG The Carlyle Group Inc.
+0.32%
+$5,334.11 
PVAL Putnam Focused Large Cap Value ETF
+0.32%
+$169,870.8 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.31%
+$94,494.58 
FMDE Fidelity Enhanced Mid Cap ETF
+0.31%
+$2,674.01 
KMI Kinder Morgan, Inc.
+0.31%
+$4,493.5 
JEPI JPMorgan Equity Premium Income Fund
+0.3%
+$4,817.63 
ET Energy Transfer L.P.
+0.3%
+$3,379.26 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.29%
+$5,313 
GIL Gildan Activewear Inc.
+0.29%
+$1,787.68 
GGG Graco Inc.
+0.29%
+$2,984.63 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.29%
+$3,951.68 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.29%
+$4,833.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.28%
+$9,182.42 
ICOW Pacer Developed Markets International ETF
+0.28%
+$11,886 
CFG Citizens Financial Group, Inc.
+0.28%
+$4,144.2 
BBD Banco Bradesco S.A. ADR
+0.28%
+$2,199.31 
KT KT Corporation
+0.28%
+$1,723.55 
UAA Under Armour Inc.
+0.28%
+$9,530.42 
PSMT PriceSmart Inc.
+0.27%
+$9,080.68 
STWD Starwood Property Trust Inc.
+0.27%
+$5,568.66 
WELL Welltower Inc.
+0.27%
+$19,419.84 
PTGX Protagonist Therapeutics Inc.
+0.27%
+$4,608.72 
NMRK Newmark Group Inc.
+0.27%
+$564.61 
AMGN Amgen Inc.
+0.27%
+$31,777.45 
FAUG FT Vest U.S. Equity Buffer ETF
+0.27%
+$3,754.5 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.26%
+$744.85 
GME Gamestop Corp.
+0.25%
+$648.73 
TXT Textron Inc.
+0.25%
+$4,113.32 
GRFS Grifols, S.A. American Depositary Receipt
+0.25%
+$1,177.75 
CARR Carrier Global Corporation
+0.24%
+$6,264.48 
SOC Sable Offshore Corp.
+0.24%
+$622.46 
TD The Toronto-Dominion Bank
+0.24%
+$5,568.9 
TDS Telephone and Data Systems, Inc.
+0.24%
+$809.28 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.24%
+$4,741.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$147,813.04 
CVX Chevron Corporation
+0.23%
+$39,091.36 
AMX América Móvil, S.A.B. de C.V.
+0.23%
+$974.46 
T AT&T Inc.
+0.23%
+$10,703.45 
MSOS AdvisorShares Pure US Cannabis ETF
+0.23%
+$4,436.61 
EPD Enterprise Products Partners L.P.
+0.22%
+$2,810.95 
HLX Helix Energy Solutions Group, Inc.
+0.21%
+$408.16 
ZWS Zurn Elkay Water Solutions Corporation
+0.21%
+$2,228.5 
TFC Truist Financial Corporation
+0.21%
+$5,953.4 
VTRS Viatris Inc.
+0.21%
+$548.73 
SMG Scotts Miracle-Gro Co.
+0.2%
+$5,359.9 
VIG Vanguard Dividend Appreciation ETF
+0.2%
+$16,702.39 
FUL H.B. Fuller Co.
+0.2%
+$1,126.95 
EL The Estée Lauder Companies Inc. Class A
+0.18%
+$5,753.4 
BNY BlackRock New York Municipal Income Trust
+0.18%
+$6,921.6 
GCOW Pacer Global Cash Cows Dividend ETF
+0.18%
+$5,037.36 
TRP TC Energy Corporation
+0.17%
+$10,473.96 
ALKS Alkermes plc
+0.17%
+$905.76 
PFS Provident Financial Services Inc.
+0.17%
+$791.28 
KIM Kimco Realty Corporation
+0.15%
+$1,177.2 
INR Infinity Natural Resources, Inc.
+0.15%
+$518.54 
CSX CSX Corporation
+0.14%
+$5,944.75 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.14%
+$8,143.98 
FNF Fidelity National Financial, Inc.
+0.14%
+$9,118.48 
FHN First Horizon Corporation
+0.14%
+$1,643.36 
MNST Monster Beverage Corporation
+0.14%
+$2,388.23 
FAST Fastenal Co.
+0.13%
+$1,400.82 
HAUZ Xtrackers International Real Estate ETF
+0.13%
+$33,061.3 
SLF Sun Life Financial Inc.
+0.13%
+$2,324.8 
IWS iShares Russell Mid-Cap Value ETF
+0.13%
+$9,364.11 
KHC The Kraft Heinz Company
+0.12%
+$4,335.69 
WBD Warner Bros. Discovery, Inc.
+0.12%
+$1,442.55 
TALO Talos Energy Inc.
+0.1%
+$672.4 
BOW Bowhead Specialty Holdings Inc.
+0.1%
+$351.51 
MUST Columbia Multi-Sector Municipal Income ETF
+0.1%
+$233.12 
TTEK Tetra Tech, Inc.
+0.1%
+$4,438.14 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$59,821.44 
BKDV BNY Mellon Dynamic Value ETF
+0.09%
+$10,503.57 
BA Boeing Company
+0.09%
+$3,275.64 
EWZ iShares MSCI Brazil ETF
+0.09%
+$3,635.31 
SCHH Schwab U.S. REIT ETF
+0.08%
+$1,903.58 
VG Venture Global Inc.
+0.08%
+$1,659.08 
IUSV iShares Core S&P U.S. Value ETF
+0.08%
+$1,040.22 
BIZD VanEck BDC Income ETF
+0.08%
+$168.75 
NU Nu Holdings Ltd.
+0.07%
+$379.42 
OKE ONEOK, Inc.
+0.07%
+$1,050.08 
AES AES Corporation
+0.07%
+$159.29 
JPIB JPMorgan International Bond ETF
+0.06%
+$5,277.87 
JANX Janux Therapeutics Inc.
+0.06%
+$190.48 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$18,801.51 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$1,619.15 
FITB Fifth Third Bancorp
+0.05%
+$1,814.04 
KINS Kingstone Companies Inc.
+0.05%
+$2,018.55 
BINC iShares Flexible Income Active ETF
+0.04%
+$676.6 
CGMU Capital Group Municipal Income ETF
+0.04%
+$130.53 
COF Capital One Financial Corporation
+0.03%
+$1,664.88 
VLY Valley National Bancorp
+0.03%
+$127.63 
FBND Fidelity Total Bond ETF
+0.03%
+$13,541.2 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$167.57 
RF Regions Financial Corporation
+0.03%
+$360.47 
VNQ Vanguard Real Estate ETF
+0.03%
+$1,105.02 
NGG National Grid plc Sponsored ADR
+0.02%
+$418.02 
AXP American Express Company
+0.02%
+$1,340.5 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$1,305.98 
JMUB JPMorgan Municipal Bond ETF
+0.02%
+$167.92 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$10,484.49 
JPLD JPMorgan Limited Duration ETF
+0.02%
+$963.4 
MUB iShares National Muni Bond ETF
+0.02%
+$1,019.82 
BNDX Vanguard Total International Bond ETF
+0.02%
+$118.83 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2,044.26 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$8,732.17 
NFG National Fuel Gas Company
+0.01%
+$691.75 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$951.98 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$10,690.71 
CVS CVS Health Corporation
+0.01%
+$404.21 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$584.24 
AIV Apartment Investment and Management Company
0%
$0 
AMRN Amarin Corporation plc Sponsored ADR
0%
$0 
BGC BGC Group, Inc.
0%
$0 
BPRE
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CVBF CVB Financial Corp.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EVMO
0%
$0 
FFIN First Financial Bankshares Inc.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FSSL
0%
$0 
HSC Harsco Corporation
0%
$0 
HTBK Heritage Commerce Corp
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
KALV KalVista Pharmaceuticals Inc.
0%
$0 
NE
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PJBF Prudential Jennison Better Future Fund
0%
$0 
PRA ProAssurance Corporation
0%
$0 
SGHC Super Group (SGHC) Limited
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
VIV Telefonica Brasil S.A. ADR
0%
$0 
XAGG
0%
$0 
DHR Danaher Corporation
-16.72%
-$1.21M 
EFX Equifax Inc.
-11.74%
-$211,801.66 
NOC Northrop Grumman Corporation
-5.75%
-$410,664 
WDAY Workday Inc.
-5.26%
-$140,019.25 
MGY Magnolia Oil & Gas Corp.
-5.19%
-$15,710.52 
RPD Rapid7 Inc.
-5.11%
-$23,289.8 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$467,441.2 
HAL Halliburton Company
-4.17%
-$73,264.65 
SPGI S&P Global Inc.
-3.81%
-$189,626.28 
LAZ Lazard Ltd.
-3.77%
-$17,666.49 
BOWL Lucky Strike Entertainment Corp.
-3.55%
-$11,073.36 
RELX Relx PLC Sponsored ADR
-3.5%
-$19,619.51 
INTA Intapp, Inc.
-3.48%
-$17,463.08 
CBZ CBIZ Inc.
-3.06%
-$17,093.12 
NOW ServiceNow, Inc.
-2.94%
-$89,936 
ALC Alcon Inc.
-2.93%
-$71,633.15 
A Agilent Technologies Inc.
-2.91%
-$62,697.97 
SHOP Shopify Inc.
-2.89%
-$96,282 
BJ BJ's Wholesale Club Holdings, Inc.
-2.83%
-$35,074.76 
CRM Salesforce Inc
-2.83%
-$200,740.92 
KD Kyndryl Holdings Inc.
-2.54%
-$8,255.3 
KEY KeyCorp
-2.29%
-$12,942.18 
NCNO nCino, Inc.
-2.29%
-$12,515.25 
ACN Accenture plc Class A
-2.2%
-$53,869.53 
ADP Automatic Data Processing Inc.
-2.2%
-$76,870.36 
VSTS Vestis Corporation
-2.18%
-$40,539.24 
AAPL Apple Inc.
-2.14%
-$5.13M 
PAYX Paychex Inc.
-2.07%
-$46,072.04 
BR Broadridge Financial Solutions, Inc.
-2.05%
-$52,708.57 
ALLY Ally Financial Inc.
-2.04%
-$9,897.06 
BRZE Braze, Inc.
-2.04%
-$11,981.33 
SFM Sprouts Farmers Market, Inc.
-1.94%
-$25,008.15 
SHC Sotera Health Company
-1.92%
-$4,810.6 
SAP SAP SE Sponsored ADR
-1.92%
-$81,228.8 
CMG Chipotle Mexican Grill, Inc.
-1.8%
-$21,661.57 
CPRT Copart Inc.
-1.75%
-$22,039.2 
PBH Prestige Consumer Healthcare Inc.
-1.71%
-$10,530.7 
TMUS T-Mobile US, Inc.
-1.69%
-$43,329 
PINS Pinterest, Inc. Class A
-1.68%
-$4,335.63 
WAY Waystar Holding Corp.
-1.68%
-$7,065.52 
FISV Fiserv, Inc.
-1.67%
-$19,588.79 
SNN Smith & Nephew plc ADR
-1.64%
-$12,850 
NKE Nike, Inc. - Class B
-1.62%
-$42,421.26 
SYK Stryker Corporation
-1.61%
-$115,331.32 
CTSH Cognizant Technology Solutions Corporation
-1.59%
-$12,369.62 
ICE Intercontinental Exchange, Inc.
-1.57%
-$36,511.79 
DOX Amdocs Limited
-1.55%
-$10,596.3 
OMC Omnicom Group Inc.
-1.52%
-$30,666.25 
FIS Fidelity National Information Services, Inc.
-1.47%
-$71,358.9 
ROL Rollins, Inc.
-1.45%
-$61,651.85 
PHG Koninklijke Philips N.V.
-1.42%
-$3,895.76 
BABA Alibaba Group Holding Limited SP ADR
-1.4%
-$34,562.64 
BSX Boston Scientific Corporation
-1.39%
-$26,653.34 
LYV Live Nation Entertainment, Inc.
-1.38%
-$44,082.5 
LION Lionsgate Studios Corp.
-1.37%
-$4,781.73 
BBWI Bath & Body Works, Inc.
-1.36%
-$3,246.6 
TTD The Trade Desk, Inc. Class A
-1.34%
-$10,100.5 
WM Waste Management, Inc.
-1.33%
-$43,285.11 
GILD Gilead Sciences Inc.
-1.33%
-$97,937.64 
HRTG Heritage Insurance Holdings, Inc.
-1.32%
-$4,077.04 
GRND Grindr Inc.
-1.32%
-$5,251.48 
UL Unilever PLC Sponsored American Depositary Receipt
-1.2%
-$72,425.92 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.19%
-$124,298.22 
MDT Medtronic plc
-1.18%
-$68,274.64 
IBM International Business Machines Corporation
-1.17%
-$102,005 
GEHC GE HealthCare Technologies Inc.
-1.16%
-$12,826.83 
MTCH Match Group, Inc.
-1.13%
-$5,204.32 
ACGL Arch Capital Group Ltd
-1.09%
-$21,910.87 
AFRM Affirm Holdings, Inc.
-1.09%
-$11,036.02 
TRU TransUnion
-1.05%
-$18,383.4 
DOLE Dole plc
-1.04%
-$2,632.95 
BRBR BellRing Brands Inc.
-1.03%
-$2,209.12 
MSFT Microsoft Corp.
-1.03%
-$1.17M 
XLV Health Care Select Sector SPDR Fund
-1.02%
-$55,307.53 
WTRG Essential Utilities Inc.
-1.01%
-$4,324 
TRV The Travelers Companies, Inc.
-1.01%
-$40,798.74 
OTIS Otis Worldwide Corporation
-1%
-$7,790.21 
RBRK Rubrik, Inc.
-0.99%
-$10,599.66 
TOST Toast Inc.
-0.99%
-$27,670.21 
DGX Quest Diagnostics Inc.
-0.99%
-$21,645.95 
V Visa Inc. Class A
-0.99%
-$220,646.16 
WRB W.R. Berkley Corporation
-0.98%
-$16,038.19 
ABT Abbott Laboratories
-0.97%
-$84,425.34 
HRL Hormel Foods Corporation
-0.95%
-$4,810.56 
PGR Progressive Corporation
-0.95%
-$37,904.58 
FIZZ National Beverage Corp.
-0.92%
-$4,133.35 
KR Kroger Co.
-0.91%
-$7,395.62 
AMT American Tower Corporation
-0.9%
-$17,728.91 
JNJ Johnson & Johnson
-0.89%
-$292,100.91 
ES Eversource Energy
-0.88%
-$7,116.85 
CME CME Group Inc.
-0.88%
-$60,604.2 
EW Edwards Lifesciences Corporation
-0.88%
-$8,041.53 
CNC Centene Corporation
-0.87%
-$7,716.09 
AMZN Amazon.com Inc
-0.86%
-$828,344.88 
COSO CoastalSouth Bancshares Inc.
-0.86%
-$20,271.28 
UPB Upstream Bio, Inc.
-0.86%
-$1,731.84 
MANU Manchester United plc
-0.85%
-$32,953.6 
RELY Remitly Global, Inc.
-0.84%
-$4,643.4 
VHT Vanguard Health Care ETF
-0.83%
-$64,002.96 
MDLZ Mondelez International, Inc.
-0.82%
-$23,033.83 
CL Colgate-Palmolive Company
-0.81%
-$31,270.18 
UGP Ultrapar Participacoes S.A. Sponsored ADR
-0.8%
-$10,673.25 
VRTX Vertex Pharmaceuticals Incorporated
-0.8%
-$65,975.58 
CB Chubb Limited
-0.8%
-$32,843.75 
ANAB AnaptysBio Inc.
-0.8%
-$25,872 
ZTS Zoetis Inc.
-0.77%
-$10,967.58 
NVO Novo Nordisk A/S Sponsored ADR
-0.77%
-$28,734.84 
BCAX Bicara Therapeutics Inc.
-0.76%
-$6,012.85 
CI The Cigna Group
-0.75%
-$32,752.7 
CAG Conagra Brands Inc.
-0.75%
-$17,847.39 
ACI Albertsons Companies, Inc.
-0.73%
-$13,380.62 
SLB Schlumberger Limited
-0.73%
-$36,682.6 
CHD Church & Dwight Co., Inc.
-0.72%
-$17,306.8 
ISRG Intuitive Surgical, Inc.
-0.7%
-$48,662.07 
TSCO Tractor Supply Company
-0.69%
-$4,104.45 
MCD McDonald's Corporation
-0.69%
-$47,216.24 
MA Mastercard Incorporated
-0.68%
-$98,701.2 
KWEB KraneShares CSI China Internet ETF
-0.67%
-$61,995.17 
PYPL PayPal Holdings Inc
-0.67%
-$6,460.76 
JRVR James River Group Holdings, Ltd.
-0.66%
-$1,204.74 
TJX The TJX Companies, Inc.
-0.66%
-$34,467.84 
FXI iShares China Large-Cap ETF
-0.64%
-$2,806.65 
BV Brightview Holdings Inc.
-0.63%
-$11,703.69 
ITWO ProShares Russell 2000 High Income ETF
-0.63%
-$62,135.69 
GOOG Alphabet Inc
-0.63%
-$444,921.3 
GOOGL Alphabet Inc
-0.63%
-$444,636.53 
AON Aon plc
-0.62%
-$48,335.93 
SNY Sanofi American Depositary Receipt
-0.61%
-$42,461.28 
INTF iShares International Equity Factor ETF
-0.61%
-$7,828.25 
BTI British American Tobacco p.l.c. ADR
-0.61%
-$21,931.7 
PLTR Palantir Technologies Inc.
-0.61%
-$72,402.72 
PEP PepsiCo, Inc.
-0.6%
-$35,943.75 
COST Costco Wholesale Corporation
-0.59%
-$81,806.59 
AIG American International Group Inc.
-0.58%
-$7,492.08 
MO Altria Group, Inc.
-0.58%
-$32,504.07 
DKNG DraftKings Inc.
-0.58%
-$5,143.91 
GIS General Mills, Inc.
-0.57%
-$2,724.05 
YUM Yum! Brands, Inc.
-0.57%
-$8,534.53 
REYN Reynolds Consumer Products Inc.
-0.56%
-$19,042.42 
HROW Harrow Inc.
-0.55%
-$3,229.84 
BWB Bridgewater Bancshares Inc.
-0.55%
-$10,407.96 
SHW The Sherwin-Williams Company
-0.54%
-$24,102.36 
ARCC Ares Capital Corporation
-0.53%
-$1,264.3 
SAIL SailPoint, Inc.
-0.53%
-$3,711.36 
WMT Walmart Inc.
-0.53%
-$93,063.65 
NBBK NB Bancorp Inc.
-0.52%
-$1,491.93 
HLN Haleon Plc - ADR
-0.5%
-$1,496.2 
VZ Verizon Communications Inc.
-0.49%
-$41,511.56 
HD The Home Depot, Inc.
-0.48%
-$77,065.6 
WOOF Petco Health and Wellness Company, Inc.
-0.48%
-$3,193.53 
IAC People Incorporated
-0.47%
-$7,264.32 
LOW Lowe's Companies Inc.
-0.47%
-$12,698.88 
RBLX Roblox Corporation
-0.47%
-$5,644.25 
PM Philip Morris International Inc.
-0.46%
-$87,934.67 
PRAA Pra Group Inc.
-0.46%
-$2,568.8 
FG F&G Annuities & Life Inc.
-0.46%
-$2,356.9 
PPC Pilgrim's Pride Corporation
-0.45%
-$4,384.38 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.45%
-$45,500.51 
IONS Ionis Pharmaceuticals, Inc.
-0.44%
-$3,364.26 
KDP Keurig Dr Pepper Inc.
-0.43%
-$1,359.67 
KO The Coca-Cola Company
-0.43%
-$59,001.95 
KVUE Kenvue Inc.
-0.42%
-$24,728.72 
SHLD Global X Defense Tech ETF
-0.42%
-$7,248.25 
VFC V.F. Corporation
-0.41%
-$3,390.8 
OGE Oge Energy Corp.
-0.41%
-$2,191.2 
TIPT Tiptree Inc.
-0.39%
-$2,235.52 
HBAN Huntington Bancshares Incorporated
-0.39%
-$5,289.48 
RTX RTX Corporation
-0.39%
-$50,059.5 
CMCSA Comcast Corp
-0.38%
-$8,186.67 
O Realty Income Corporation
-0.38%
-$5,702.62 
USEW Cambria US EW ETF
-0.37%
-$8,186.86 
BUG Global X Cybersecurity ETF
-0.37%
-$3,363.15 
FE FirstEnergy Corp.
-0.37%
-$5,294.7 
NFLX Netflix, Inc.
-0.37%
-$37,340.25 
PG Procter & Gamble Co
-0.37%
-$46,035 
NNN NNN REIT, Inc.
-0.37%
-$1,816.38 
ARCO Arcos Dorados Holdings Inc.
-0.37%
-$7,033.8 
VICI Vici Properties Inc.
-0.35%
-$2,988.99 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.35%
-$110,013.93 
ATO Atmos Energy Corporation
-0.34%
-$7,947.69 
XEL Xcel Energy Inc.
-0.33%
-$6,731.14 
CMS CMS Energy Corporation
-0.33%
-$4,272 
ED Consolidated Edison, Inc.
-0.31%
-$7,389.9 
WEC WEC Energy Group Inc.
-0.31%
-$5,843.25 
SCHW Charles Schwab Corporation
-0.3%
-$11,189.76 
AFL Aflac Inc.
-0.29%
-$4,454.28 
BNL Broadstone Net Lease Inc.
-0.29%
-$2,065.11 
CAE CAE Inc.
-0.28%
-$1,805.93 
SO The Southern Company
-0.28%
-$8,460.92 
KMB Kimberly-Clark Corporation
-0.28%
-$11,447.4 
BSMC Brandes U.S. Small-Mid Cap Value Fund
-0.28%
-$22,890.34 
UBER Uber Technologies, Inc.
-0.27%
-$12,158.25 
NEE NextEra Energy, Inc.
-0.27%
-$12,226.58 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.27%
-$2,247 
CAH Cardinal Health Inc.
-0.27%
-$12,371.4 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.26%
-$9,102.48 
PEG Public Service Enterprise Group Incorporated
-0.26%
-$12,538.8 
CBRE CBRE Group Inc.
-0.25%
-$4,460.85 
LIN Linde plc
-0.25%
-$19,275.91 
DUK Duke Energy Corporation
-0.25%
-$9,309.3 
JBND JPMorgan Active Bond ETF
-0.24%
-$7,773.87 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
-0.23%
-$9,683.84 
GUSE Goldman Sachs Enhanced U.S. Equity ETF
-0.22%
-$1,265.99 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.22%
-$877.69 
WY Weyerhaeuser Company
-0.21%
-$5,981.65 
FVD First Trust Value Line Dividend Index Fund
-0.2%
-$1,170.6 
LNT Alliant Energy Corporation
-0.2%
-$1,740.9 
RPRX Royalty Pharma plc
-0.2%
-$1,261.2 
PPL PPL Corporation
-0.2%
-$2,616.6 
LLY Eli Lilly and Company
-0.19%
-$85,386.51 
VONV Vanguard Russell 1000 Value Index Fund
-0.19%
-$2,542.05 
TLT iShares 20+ Year Treasury Bond ETF
-0.19%
-$13,127.2 
EXC Exelon Corporation
-0.17%
-$1,494.24 
IWB iShares Russell 1000 ETF
-0.17%
-$14,861.7 
BMY Bristol-Myers Squibb Company
-0.17%
-$4,332.2 
TPG TPG Inc.
-0.16%
-$2,580.48 
CRK Comstock Resources Inc.
-0.15%
-$735.84 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.15%
-$812.35 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.15%
-$11,482 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$42,820.25 
HE Hawaiian Electric Industries Inc.
-0.15%
-$1,139.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$1,592.92 
MDU MDU Resources Group, Inc.
-0.14%
-$4,392.57 
XLF Financial Select Sector SPDR Fund
-0.14%
-$3,755.76 
PFE Pfizer Inc.
-0.14%
-$6,075.55 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$50,476.4 
CGCP Capital Group Core Plus Income ETF
-0.14%
-$537.9 
LVS Las Vegas Sands Corp.
-0.13%
-$3,195.72 
PFLD AAM Low Duration Preferred and Income Securities ETF
-0.13%
-$1,165.57 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.13%
-$23,383.44 
EBAY eBay Inc.
-0.12%
-$2,187.64 
FMAR FT Vest U.S. Equity Buffer ETF
-0.12%
-$781.42 
SCHD Schwab U.S. Dividend Equity ETF
-0.12%
-$2,235.04 
VNM VanEck Vietnam ETF
-0.11%
-$5,854.61 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$1,186.17 
NI NiSource Inc.
-0.11%
-$777.7 
D Dominion Energy, Inc.
-0.11%
-$2,892.45 
EVRG Evergy Inc.
-0.11%
-$1,010.25 
LNTH Lantheus Holdings, Inc.
-0.1%
-$1,534.61 
HMOP Hartford Municipal Opportunities ETF
-0.1%
-$716.04 
IWD iShares Russell 1000 Value ETF
-0.1%
-$21,776.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$2,037.1 
FOCT FT Vest U.S. Equity Buffer ETF
-0.1%
-$12,243.18 
USB U.S. Bancorp
-0.1%
-$3,267.06 
VTR Ventas Inc.
-0.09%
-$1,094.4 
DIS The Walt Disney Company
-0.09%
-$8,120.25 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$13,089.44 
SRE Sempra
-0.09%
-$1,075.6 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$3,834.31 
FFEB FT Vest US Equity Buffer ETF
-0.08%
-$2,247.07 
CAM AB California Intermediate Municipal ETF
-0.08%
-$769.74 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$695.98 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.08%
-$10,188.48 
BBH VanEck Biotech ETF
-0.07%
-$2,313.45 
BNDW Vanguard Total World Bond ETF
-0.07%
-$1,123 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.07%
-$1,685.76 
CNP CenterPoint Energy Inc.
-0.07%
-$606.75 
AVAV AeroVironment Inc.
-0.06%
-$934.02 
CGW Invesco S&P Global Water Index ETF
-0.06%
-$2,689.8 
COLB Columbia Banking System, Inc.
-0.06%
-$570.88 
JFLX JPMorgan Flexible Debt ETF
-0.06%
-$7,707.96 
PYLD PIMCO Multisector Bond Active ETF
-0.06%
-$5,304.05 
DVY iShares Select Dividend ETF
-0.06%
-$1,867.41 
U Unity Software Inc.
-0.05%
-$595.2 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
-0.04%
-$432.86 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$547.1 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$3,372.6 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$2,506.04 
AEP American Electric Power Company, Inc.
-0.04%
-$1,127.05 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$26,501.94 
RKT Rocket Companies, Inc. Class A
-0.04%
-$145.25 
RTO Rentokil Initial plc Sponsored ADR
-0.03%
-$786.49 
ETR Entergy Corporation
-0.03%
-$766.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.03%
-$410.67 
HFSI Hartford Strategic Income ETF
-0.03%
-$6,130.12 
PCG PG&E Corporation
-0.03%
-$303.22 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.03%
-$1,354.24 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$8,445.08 
MRK Merck & Co., Inc.
-0.02%
-$3,876.51 
KKR KKR & Co. Inc.
-0.02%
-$616.46 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
-0.02%
-$123.1 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$143.64 
UNH UnitedHealth Group Incorporated
-0.02%
-$2,128.42 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.01%
-$178.05 
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$444.75 
FNOV FT Vest US Equity Buffer ETF
-0.01%
-$225.52 
SGVT Schwab Government Money Market ETF
0%
-$17.84 Events
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Dividends
Dividend Analysis
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| Trades 11460 | Longs Won 7265/11460 63% | Profit Factor 11.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.08M |
| Average Win $321,399.92 | Best Trade (Jul 19) $113.54M | Sharpe Ratio -14.01 |
| Average Loss -$48,259.88 | Worst Trade (Jul 24) -$2.69M | Z-Score -0.93 (64.86%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $186,053.18 |
| 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 | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Bleakley Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Sprott Physical Gold and Silver Trust - $38.34M, iShares Silver Trust - $30.02M, Vanguard Large-Cap Index Fund ETF Shares - $25.91M, Sprott Physical Gold Trust - $15.32M, and Invesco QQQ Trust, Series 1 - $14.87M. 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: Humana Inc - $2.71M, UnitedHealth Group Incorporated - $1.71M, Walgreens Boots Alliance Inc - $1.67M, Bristol-Myers Squibb Company - $1.58M, and Agilent Technologies Inc - $1.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bleakley Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $223.5M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $7.98M, Vanguard Value ETF - $7.65M, Vanguard Tax-Exempt Bond ETF - $7.5M, Vanguard Large-Cap Index Fund ETF Shares - $6.8M, and iShares 1-3 Year Treasury Bond ETF - $6.71M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bleakley Financial Group LLC's monthly returns?
Bleakley Financial Group 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 Bleakley Financial Group LLC's strategy be considered aggressive or moderate?
Bleakley Financial Group 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 Bleakley Financial Group LLC's strategy?
Bleakley Financial Group 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.
