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:
31.53%
Gain +1.64%
Monthly
0.85%
Yearly
10.7%
Drawdown
10.85%
$6.98B
Equity
Holdings
$6.98B
Investment
$5.21B
$2.17B
Profit +$134.31M
Realized
$396.02M
Unrealized
$1.77B
Dividends
$204.48M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.64%
Profit
$134.31M
Win %
71%
This Week
Compared To Last Week
Gain
-1.57%
Profit
-$111.14M
Win %
71%
This Month
Compared to last month
Gain
-1.75%
Profit
-$124.52M
Win %
71%
This Year
Compared to last year
Gain
3.27%
Profit
$276.92M
Win %
71%
CPNG Coupang Inc.
+14.25%
+$75,116.84 
MNRO Monro, Inc.
+13.16%
+$202,216.19 
KLAC KLA Corporation
+12.92%
+$2.76M 
LRCX Lam Research Corporation
+12.65%
+$1.73M 
FLNC Fluence Energy, Inc.
+12.3%
+$63,430.36 
LASR nLIGHT, Inc.
+11.95%
+$122,251.78 
MU Micron Technology, Inc.
+11.69%
+$4.43M 
AMAT Applied Materials, Inc.
+11.17%
+$2.39M 
MRVL Marvell Technology, Inc.
+11.12%
+$529,608.86 
QXO Qxo Inc.
+10.06%
+$18,073.95 
IP International Paper Company
+9.78%
+$45,494.57 
LQDA Liquidia Corporation
+9.75%
+$145,357.8 
PPTA Perpetua Resources Corp.
+9.74%
+$34,771.36 
UAL United Airlines Holdings, Inc.
+9.56%
+$123,975.96 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$1.65M 
AMKR Amkor Technology Inc.
+9.39%
+$70,272.3 
INTC Intel Corporation
+9.28%
+$795,710.68 
REMX VanEck Rare Earth and Strategic Metals ETF
+9.03%
+$109,182.62 
LWLG Lightwave Logic Inc.
+8.78%
+$200,351.07 
CCL Carnival Corporation Ltd.
+8.27%
+$65,207.35 
WDC Western Digital Corporation
+8%
+$655,228 
AMD Advanced Micro Devices, Inc.
+7.96%
+$1.4M 
SA Seabridge Gold Inc.
+7.74%
+$367,917.12 
SILJ Amplify Junior Silver Miners ETF
+7.34%
+$25,740 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.26%
+$25,739.13 
RKT Rocket Companies, Inc. Class A
+7.26%
+$26,436.41 
KTOS Kratos Defense & Security Solutions, Inc.
+7.22%
+$48,422.88 
SSRM Ssr Mining Inc.
+7.17%
+$48,794.24 
RCL Royal Caribbean Group
+7.14%
+$474,091.24 
URNJ Sprott Junior Uranium Miners ETF
+7.07%
+$24,534.79 
MP MP Materials Corp.
+7.05%
+$108,195.23 
PTF Invesco Dorsey Wright Technology ETF
+7.04%
+$148,602.56 
DAL Delta Air Lines, Inc.
+7.04%
+$96,931.46 
GDXJ VanEck Junior Gold Miners ETF
+6.91%
+$192,732.95 
NXT Nextracker Inc.
+6.91%
+$155,156.56 
FCX Freeport-McMoRan Inc.
+6.85%
+$342,618 
HOOD Robinhood Markets, Inc.
+6.81%
+$89,940.48 
VFC V.F. Corporation
+6.7%
+$53,284 
APLD Applied Digital Corporation
+6.55%
+$784,150.5 
HL Hecla Mining Company
+6.55%
+$13,678.56 
RYAAY Ryanair Holdings plc American Depositary Receipt
+6.53%
+$123,137.56 
MOS Mosaic Company
+6.51%
+$275,012.52 
HON Honeywell International Inc.
+6.45%
+$434,818.09 
CDE Coeur Mining, Inc.
+6.44%
+$10,924.99 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.42%
+$17,131.55 
AVAV AeroVironment Inc.
+6.22%
+$111,667.28 
PSLV Sprott Physical Silver Trust
+6.18%
+$605,871.93 
AUGO Aura Minerals Inc.
+6.15%
+$84,404.24 
PANW Palo Alto Networks, Inc.
+6.15%
+$337,529.12 
QCOM QUALCOMM Incorporated
+6.15%
+$454,759.2 
VRT Vertiv Holdings Co
+6.06%
+$203,253.05 
HWM Howmet Aerospace Inc.
+6.05%
+$314,019.6 
BA Boeing Company
+6.05%
+$230,022.72 
DELL Dell Technologies Inc.
+5.94%
+$435,291.61 
AFRM Affirm Holdings, Inc.
+5.86%
+$49,227.36 
URA Global X Uranium ETF
+5.86%
+$114,702.48 
MCHP Microchip Technology Incorporated
+5.72%
+$85,510 
NN NextNav Inc.
+5.71%
+$33,298.56 
URNM Sprott Uranium Miners ETF
+5.62%
+$280,613.22 
UAA Under Armour Inc.
+5.53%
+$150,104.11 
AQST Aquestive Therapeutics Inc.
+5.51%
+$29,868.74 
SLV iShares Silver Trust
+5.5%
+$1.46M 
SAN Banco Santander S.A. Sponsored ADR
+5.5%
+$126,454.3 
RUN Sunrun Inc.
+5.46%
+$21,035.3 
GDX VanEck Gold Miners ETF
+5.43%
+$395,786.11 
TXN Texas Instruments Inc
+5.35%
+$292,836.54 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$117,919.8 
HSBC HSBC Holdings plc Sponsored ADR
+5.32%
+$59,897.24 
BCAX Bicara Therapeutics Inc.
+5.29%
+$31,384.17 
RIVN Rivian Automotive, Inc.
+5.29%
+$20,943 
FWD AB Disruptors ETF
+5.28%
+$1.68M 
AA Alcoa Corporation
+5.26%
+$38,101.8 
NOK Nokia Corporation Sponsored ADR
+5.22%
+$18,760.7 
UPS United Parcel Service, Inc.
+5.22%
+$141,751.61 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$128,615.58 
NEM Newmont Corporation
+5.2%
+$336,046.78 
PWP Perella Weinberg Partners
+5.17%
+$15,858.16 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$166,150.76 
XCEM Columbia EM Core ex-China ETF
+5.12%
+$406,843.23 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+5.11%
+$34,779.37 
SOFI SoFi Technologies, Inc.
+5.04%
+$14,730.4 
GLW Corning Incorporated
+5.01%
+$329,688.87 
ADI Analog Devices, Inc.
+4.96%
+$241,946.18 
ETN Eaton Corporation plc
+4.88%
+$377,850.21 
HROW Harrow Inc.
+4.87%
+$23,070.25 
GRPN Groupon, Inc.
+4.85%
+$15,483 
LYG Lloyds Banking Group Plc ADR
+4.84%
+$10,076.25 
CAT Caterpillar Inc.
+4.83%
+$1.01M 
SARO StandardAero, Inc.
+4.82%
+$86,740.27 
VISN Vistance Networks, Inc.
+4.8%
+$10,488.14 
AMGN Amgen Inc.
+4.79%
+$533,301.02 
RBLX Roblox Corporation
+4.76%
+$44,589.57 
BCS Barclays PLC Sponsored ADR
+4.74%
+$25,337.76 
ENLT Enlight Renewable Energy Ltd.
+4.74%
+$149,572.86 
SLVM Sylvamo Corporation
+4.69%
+$32,754.99 
GIL Gildan Activewear Inc.
+4.68%
+$29,831.91 
KNF Knife River Corporation
+4.66%
+$72,149.48 
ROIV Roivant Sciences Ltd
+4.65%
+$14,439.48 
TSLA Tesla, Inc.
+4.63%
+$1.88M 
SOLS Sollensys Corp.
+4.61%
+$74,460.42 
AMCR Amcor plc
+4.6%
+$35,247.42 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.58%
+$59,240.42 
NKE Nike, Inc. - Class B
+4.54%
+$120,043.14 
CEF Sprott Physical Gold and Silver Trust
+4.54%
+$7.88M 
CGXU Capital Group International Focus Equity ETF
+4.53%
+$680,205 
GEV GE Vernova Inc.
+4.52%
+$541,039.12 
ARCO Arcos Dorados Holdings Inc.
+4.47%
+$87,922.5 
FTNT Fortinet Inc.
+4.45%
+$91,624.68 
ICLN iShares Global Clean Energy ETF
+4.43%
+$9,672.96 
SHLD Global X Defense Tech ETF
+4.43%
+$80,020.68 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$34,683.22 
GE General Electric Company
+4.42%
+$715,095.17 
IFF International Flavors & Fragrances Inc.
+4.41%
+$158,015.48 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.41%
+$38,400 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$4.79M 
GNTX Gentex Corporation
+4.34%
+$34,391.94 
NWG NatWest Group plc Sponsored ADR
+4.27%
+$24,050.39 
DKNG DraftKings Inc.
+4.27%
+$45,160.68 
SHW The Sherwin-Williams Company
+4.26%
+$180,280.08 
NRXP NRX Pharmaceuticals Inc.
+4.25%
+$18,752.64 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+4.25%
+$33,070.02 
BBD Banco Bradesco S.A. ADR
+4.24%
+$30,790.34 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$351,545.88 
SMG Scotts Miracle-Gro Co.
+4.21%
+$95,712.5 
RELY Remitly Global, Inc.
+4.16%
+$17,412.75 
ANAB AnaptysBio Inc.
+4.11%
+$138,415.2 
CGNG Capital Group New Geography Equity ETF
+4.09%
+$163,886.4 
ILF iShares Latin America 40 ETF
+4.08%
+$15,064.65 
LNTH Lantheus Holdings, Inc.
+4.07%
+$56,920.08 
CGGO Capital Group Global Growth Equity ETF
+4.04%
+$838,500.89 
EQH Equitable Holdings, Inc.
+4.01%
+$17,695.44 
SYF Synchrony Financial
+4%
+$29,782.14 
IBKR Interactive Brokers Group Inc.
+3.99%
+$37,247.43 
TNGX Tango Therapeutics Inc.
+3.98%
+$14,114.34 
DB Deutsche Bank AG
+3.97%
+$104,831.67 
BBWI Bath & Body Works, Inc.
+3.95%
+$8,290.42 
NVS Novartis AG Sponsored ADR
+3.92%
+$256,215.29 
FUL H.B. Fuller Co.
+3.9%
+$24,434.33 
JANX Janux Therapeutics Inc.
+3.88%
+$9,714.48 
ALLY Ally Financial Inc.
+3.87%
+$17,240.04 
IR Ingersoll Rand Inc.
+3.85%
+$68,950.14 
RTX RTX Corporation
+3.83%
+$453,872.8 
NU Nu Holdings Ltd.
+3.83%
+$16,884.19 
PTGX Protagonist Therapeutics Inc.
+3.8%
+$51,464.04 
LAZ Lazard Ltd.
+3.77%
+$17,333.16 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$148,777.2 
TMSL T. Rowe Price Small-Mid Cap ETF
+3.71%
+$365,583 
SOUN SoundHound AI Inc.
+3.7%
+$7,509.75 
TH Target Hospitality Corp.
+3.7%
+$15,761.97 
VLUE iShares MSCI USA Value Factor ETF
+3.69%
+$529,626.24 
EZU iShares MSCI Eurozone ETF
+3.69%
+$120,774.96 
SCHF Schwab International Equity ETF
+3.67%
+$2M 
EMR Emerson Electric Co.
+3.67%
+$156,382.7 
PRM Perimeter Solutions Inc.
+3.67%
+$37,480.24 
HMC Honda Motor Co., Ltd.
+3.66%
+$26,700.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$681,175 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$20,477.12 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.62%
+$148,328.91 
GILD Gilead Sciences Inc.
+3.6%
+$242,077.5 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.57%
+$19,933.38 
GAP Gap Inc.
+3.56%
+$7,516.5 
ABEV Ambev S.A.
+3.54%
+$28,415.42 
SBUX Starbucks Corporation
+3.53%
+$92,097.61 
C Citigroup Inc.
+3.47%
+$211,160.41 
AVGO Broadcom Inc.
+3.47%
+$2.41M 
PAVE Global X U.S. Infrastructure Development ETF
+3.43%
+$155,626.87 
GS The Goldman Sachs Group, Inc.
+3.43%
+$517,827.4 
VTRS Viatris Inc.
+3.42%
+$8,466.12 
ETHA iShares Ethereum Trust
+3.42%
+$36,309 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$25,130.12 
IYW iShares U.S. Technology ETF
+3.41%
+$374,261.32 
ING ING Groep N.V. Sponsored ADR
+3.4%
+$17,946.83 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$331,789.47 
FNDF Schwab Fundamental International Large Company Index ETF
+3.38%
+$142,841.6 
BRBR BellRing Brands Inc.
+3.36%
+$5,125.17 
CWI SPDR MSCI ACWI ex-US ETF
+3.35%
+$15,786.58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$54,340 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$1.4M 
PPLT abrdn Physical Platinum Shares ETF
+3.31%
+$175,770 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$124,777.94 
GSK GSK plc Sponsored ADR
+3.26%
+$54,610.67 
FENI Fidelity Enhanced International ETF
+3.24%
+$30,862.44 
PSMT PriceSmart Inc.
+3.18%
+$102,852.6 
CGIE Capital Group International Equity ETF
+3.17%
+$202,069.12 
ARKK ARK Innovation ETF Fund
+3.16%
+$71,235.72 
IQLT iShares MSCI International Quality Factor ETF
+3.16%
+$286,621.02 
APG Api Group Corporation
+3.16%
+$13,280.28 
IBRX ImmunityBio, Inc.
+3.15%
+$35,985.84 
FCFS FirstCash Holdings, Inc.
+3.15%
+$78,906.1 
PCAR PACCAR Inc.
+3.15%
+$38,897.65 
ETHE Grayscale Ethereum Trust ETF
+3.11%
+$4,965.1 
GLD SPDR Gold Shares
+3.1%
+$1.49M 
EL The Estée Lauder Companies Inc. Class A
+3.09%
+$101,259.84 
EWZ iShares MSCI Brazil ETF
+3.08%
+$126,024.08 
TGTX TG Therapeutics, Inc.
+3.07%
+$16,628.04 
EFA iShares MSCI EAFE ETF
+3.06%
+$745,942.83 
IAU iShares Gold Trust
+3.05%
+$62,695.62 
ANET Arista Networks, Inc.
+3.04%
+$131,730.35 
MANU Manchester United plc
+3.04%
+$120,540.8 
UBS UBS Group AG
+3.04%
+$114,239 
SLYG SPDR S&P 600 Small Cap Growth ETF
+3.03%
+$76,200.17 
IVZ Invesco Ltd.
+3.02%
+$15,067.82 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$849,008.39 
EBAY eBay Inc.
+3.01%
+$50,003.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3%
+$35,084.88 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$1.94M 
IWM iShares Russell 2000 ETF
+2.99%
+$256,904.62 
CGGE Capital Group Global Equity ETF
+2.99%
+$11,958.21 
VXF Vanguard Extended Market ETF
+2.98%
+$291,589.86 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+2.97%
+$147,836.55 
PHYS Sprott Physical Gold Trust
+2.96%
+$2.02M 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$655,771.26 
MS Morgan Stanley
+2.9%
+$206,550 
IVLU iShares MSCI International Value Factor ETF
+2.88%
+$23,719.56 
HPE Hewlett Packard Enterprise Company
+2.86%
+$77,110.8 
ABM ABM Industries Inc.
+2.85%
+$51,601.92 
ITWO ProShares Russell 2000 High Income ETF
+2.85%
+$267,826.25 
TTEK Tetra Tech, Inc.
+2.84%
+$113,912.26 
AVDV Avantis International Small Cap Value ETF
+2.83%
+$819,548.7 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$10,953.78 
DEM WisdomTree Emerging Markets High Dividend Fund
+2.78%
+$17,409 
VIV Telefonica Brasil S.A. ADR
+2.77%
+$14,184.38 
IWP iShares Russell Mid-Cap Growth ETF
+2.77%
+$62,334.13 
NLY Annaly Capital Management, Inc.
+2.76%
+$16,292.85 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+2.75%
+$2.14M 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$146,681.3 
SKYT SkyWater Technology, Inc.
+2.73%
+$10,089 
NVO Novo Nordisk A/S Sponsored ADR
+2.72%
+$88,094.97 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.71%
+$27,903.52 
GBTC Grayscale Bitcoin Trust ETF
+2.71%
+$62,164.7 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$29,852.92 
CGGR Capital Group Growth ETF
+2.69%
+$194,961.6 
RDVY First Trust Rising Dividend Achievers ETF
+2.68%
+$903,147 
BBH VanEck Biotech ETF
+2.67%
+$75,273.49 
BTC Grayscale Bitcoin Mini Trust ETF
+2.67%
+$17,947.78 
INTF iShares International Equity Factor ETF
+2.66%
+$33,818.04 
LUMN Lumen Technologies Inc.
+2.66%
+$6,612.32 
TXT Textron Inc.
+2.65%
+$43,279.28 
DFIC Dimensional International Core Equity Market ETF
+2.64%
+$48,974.25 
IBIT iShares Bitcoin Trust
+2.62%
+$317,691.87 
CARR Carrier Global Corporation
+2.62%
+$69,692.34 
IVOO Vanguard S&P Mid-Cap 400 ETF
+2.62%
+$39,077.62 
RWK Invesco S&P Midcap 400 Revenue ETF
+2.6%
+$755,956.64 
IBN ICICI Bank Limited Sponsored ADR
+2.6%
+$36,062.86 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.59%
+$28,402.02 
CVS CVS Health Corporation
+2.54%
+$100,648.29 
CSCO Cisco Systems, Inc.
+2.53%
+$542,730.09 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$4.75M 
VB Vanguard Small-Cap ETF
+2.52%
+$604,653.34 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$4.54M 
ALKS Alkermes plc
+2.46%
+$10,869.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$249,995.51 
COF Capital One Financial Corporation
+2.44%
+$103,222.56 
VT Vanguard Total World Stock ETF
+2.44%
+$1.8M 
ICOW Pacer Developed Markets International ETF
+2.42%
+$103,012 
MAC The Macerich Company
+2.42%
+$7,766.17 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$314,542.02 
DFAS Dimensional U.S. Small Cap ETF
+2.39%
+$1.4M 
IONQ IonQ, Inc.
+2.38%
+$38,259 
JOET Virtus Terranova U.S. Quality Momentum ETF
+2.38%
+$28,842.32 
BMY Bristol-Myers Squibb Company
+2.37%
+$57,185.04 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$196,644.84 
CFG Citizens Financial Group, Inc.
+2.36%
+$31,806.74 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.36%
+$413,332.1 
ACWI iShares MSCI ACWI ETF
+2.36%
+$66,651.94 
GRFS Grifols, S.A. American Depositary Receipt
+2.32%
+$10,537.79 
DGT SPDR Global Dow ETF
+2.31%
+$162,401.43 
IDV iShares International Select Dividend ETF
+2.31%
+$12,423.81 
SCHE Schwab Emerging Markets Equity ETF
+2.31%
+$77,256.18 
WBD Warner Bros. Discovery, Inc.
+2.31%
+$29,091.42 
VSTS Vestis Corporation
+2.3%
+$33,782.7 
IUSG iShares Core S&P U.S. Growth ETF
+2.3%
+$1.1M 
DFIV Dimensional International Value ETF
+2.29%
+$122,684.79 
ARMK Aramark
+2.29%
+$12,397.64 
CAH Cardinal Health Inc.
+2.29%
+$102,064.05 
HD The Home Depot, Inc.
+2.26%
+$347,276.38 
LOW Lowe's Companies Inc.
+2.26%
+$64,552.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$208,958.24 
PFE Pfizer Inc.
+2.25%
+$99,812.52 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$183,173.1 
FMDE Fidelity Enhanced Mid Cap ETF
+2.21%
+$18,382.5 
APH Amphenol Corporation
+2.21%
+$131,530.91 
TPG TPG Inc.
+2.2%
+$33,914.88 
HBAN Huntington Bancshares Incorporated
+2.2%
+$27,958.68 
OMC Omnicom Group Inc.
+2.19%
+$39,743.46 
NVDA NVIDIA Corporation
+2.17%
+$3.41M 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.16%
+$11,598.25 
ZWS Zurn Elkay Water Solutions Corporation
+2.14%
+$22,507.85 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$160,718.58 
LLY Eli Lilly and Company
+2.13%
+$930,922.92 
SCHV Schwab U.S. Large-Cap Value ETF
+2.11%
+$66,049.34 
SHOP Shopify Inc.
+2.1%
+$60,711.15 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$146,481.43 
URTH iShares MSCI World ETF
+2.06%
+$225,217.1 
CSX CSX Corporation
+2.06%
+$81,103.37 
EWS iShares MSCI Singapore ETF
+2.05%
+$76,047.07 
AME Ametek Inc.
+2.04%
+$62,088.18 
BKDV BNY Mellon Dynamic Value ETF
+2.04%
+$231,078.54 
MSGE Madison Square Garden Entertainment Corp.
+2.04%
+$57,540.13 
BX Blackstone Inc.
+2.03%
+$73,041.6 
HNRG Hallador Energy Company
+2.02%
+$5,433.28 
CGDV Capital Group Dividend Value ETF
+2.02%
+$114,895.1 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$297,604.65 
IWD iShares Russell 1000 Value ETF
+1.99%
+$400,511.08 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.99%
+$101,558.21 
VONV Vanguard Russell 1000 Value Index Fund
+1.94%
+$24,210 
CGUS Capital Group Core Equity ETF
+1.93%
+$81,297.98 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+1.93%
+$24,896.72 
NOC Northrop Grumman Corporation
+1.9%
+$140,545.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.88%
+$30,001.42 
SNDX Syndax Pharmaceuticals Inc.
+1.88%
+$4,121.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$123,694.56 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$5,750.15 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.85%
+$36,508.78 
GM General Motors Company
+1.85%
+$36,036.3 
KT KT Corporation
+1.84%
+$11,720.14 
TFC Truist Financial Corporation
+1.84%
+$51,879.58 
PRAA Pra Group Inc.
+1.84%
+$8,990.8 
VO Vanguard Mid-Cap ETF
+1.83%
+$2.68M 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$788,690.97 
LION Lionsgate Studios Corp.
+1.83%
+$6,291.75 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.82%
+$207,676.7 
CEG Constellation Energy Corporation
+1.82%
+$73,452.96 
MFG Mizuho Financial Group Inc. ADR
+1.82%
+$11,155.4 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$98,546.6 
CGBL Capital Group Core Balanced ETF
+1.8%
+$108,932.34 
HAS Hasbro Inc.
+1.8%
+$17,955.36 
VUG Vanguard Growth ETF
+1.78%
+$2.06M 
DIS The Walt Disney Company
+1.77%
+$157,893.75 
IOO iShares Global 100 ETF
+1.77%
+$84,526.13 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.77%
+$36,549.24 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$3.12M 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$955,589.5 
IWB iShares Russell 1000 ETF
+1.74%
+$146,706.42 
PHG Koninklijke Philips N.V.
+1.73%
+$4,562.14 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$59,822.4 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$2.46M 
VOO Vanguard S&P 500 ETF
+1.72%
+$702,409.23 
IVV iShares Core S&P 500 ETF
+1.72%
+$6.53M 
KEY KeyCorp
+1.71%
+$9,071.62 
AZAA AllianzIM U.S. Large Cap Buffer10 Apr ETF
+1.7%
+$9,884.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$42,660.45 
LXEO Lexeo Therapeutics Inc.
+1.7%
+$3,357.48 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.69%
+$30,858.52 
MET MetLife Inc.
+1.68%
+$40,272.3 
VTV Vanguard Value ETF
+1.68%
+$2.06M 
CGDG Capital Group Dividend Growers ETF
+1.68%
+$50,607.5 
JRVR James River Group Holdings, Ltd.
+1.68%
+$2,811.06 
BUG Global X Cybersecurity ETF
+1.67%
+$12,555.76 
COLB Columbia Banking System, Inc.
+1.65%
+$14,272 
TOST Toast Inc.
+1.65%
+$36,288.8 
AXP American Express Company
+1.64%
+$98,622.5 
HST Host Hotels & Resorts Inc.
+1.63%
+$6,240.78 
VTHR Vanguard Russell 3000 ETF
+1.62%
+$100,712.58 
PVAL Putnam Focused Large Cap Value ETF
+1.6%
+$823,616 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$475,822.83 
TSCO Tractor Supply Company
+1.59%
+$9,577.05 
UPB Upstream Bio, Inc.
+1.59%
+$2,886.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$960,784.76 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$415,831 
ECVT Ecovyst Inc.
+1.57%
+$23,548.2 
GUSE Goldman Sachs Enhanced U.S. Equity ETF
+1.52%
+$8,408.62 
KIM Kimco Realty Corporation
+1.5%
+$11,186.34 
SFM Sprouts Farmers Market, Inc.
+1.5%
+$22,421.1 
YUM Yum! Brands, Inc.
+1.49%
+$23,048.33 
IRM Iron Mountain Inc.
+1.48%
+$22,056.58 
FITB Fifth Third Bancorp
+1.46%
+$46,560.36 
HAUZ Xtrackers International Real Estate ETF
+1.44%
+$355,709.03 
BOW Bowhead Specialty Holdings Inc.
+1.44%
+$4,569.63 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.44%
+$23,629.32 
USB U.S. Bancorp
+1.43%
+$44,105.31 
JPM JPMorgan Chase & Co.
+1.42%
+$579,928.8 
RPRX Royalty Pharma plc
+1.41%
+$8,444.59 
NGG National Grid plc Sponsored ADR
+1.41%
+$23,618.13 
AMZN Amazon.com Inc
+1.4%
+$1.27M 
AAPL Apple Inc.
+1.39%
+$2.91M 
MRK Merck & Co., Inc.
+1.39%
+$213,208.57 
UBER Uber Technologies, Inc.
+1.37%
+$58,609 
PYPL PayPal Holdings Inc
+1.35%
+$9,351.1 
HLX Helix Energy Solutions Group, Inc.
+1.35%
+$2,653.04 
FSCO FS Credit Opportunities Corp.
+1.35%
+$2,584.66 
MFC Manulife Financial Corporation
+1.34%
+$15,369.37 
BSMC Brandes U.S. Small-Mid Cap Value Fund
+1.31%
+$104,026.4 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$89,429.05 
SLF Sun Life Financial Inc.
+1.27%
+$21,033.95 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$143,723.04 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.24%
+$84,162.39 
BUD Anheuser-Busch InBev S.A. ADR
+1.24%
+$20,263.63 
SNY Sanofi American Depositary Receipt
+1.24%
+$84,922.56 
LIN Linde plc
+1.23%
+$95,393.73 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$97,726.39 
VNM VanEck Vietnam ETF
+1.18%
+$64,370.04 
GEHC GE HealthCare Technologies Inc.
+1.18%
+$13,178.25 
OII Oceaneering International, Inc.
+1.17%
+$9,022.44 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+1.13%
+$11,740.58 
TTC The Toro Company
+1.13%
+$16,311.08 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+1.11%
+$25,848.32 
IVE ISHARES S&P 500 VALUE ETF
+1.11%
+$31,012.95 
BAC Bank of America Corporation
+1.09%
+$134,035.05 
BGC BGC Group, Inc.
+1.08%
+$5,003.28 
LAMR Lamar Advertising Company
+1.07%
+$33,530.76 
FHN First Horizon Corporation
+1.07%
+$12,442.55 
GCOW Pacer Global Cash Cows Dividend ETF
+1.06%
+$30,224.16 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$67,398.03 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$61,661.53 
IUSV iShares Core S&P U.S. Value ETF
+1.04%
+$13,060.54 
CG The Carlyle Group Inc.
+1%
+$16,186.28 
INDA ISHARES MSCI INDIA ETF
+0.99%
+$39,730.98 
PLD Prologis Inc.
+0.97%
+$30,444.8 
AMRN Amarin Corporation plc - American Depositary Receipt
+0.95%
+$3,298.96 
VHT Vanguard Health Care ETF
+0.94%
+$68,886.46 
FTI TechnipFMC plc
+0.93%
+$23,255.7 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$16,865.4 
GOOG Alphabet Inc
+0.91%
+$647,338.45 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$14,169.5 
MNST Monster Beverage Corporation
+0.9%
+$15,064.22 
GGG Graco Inc.
+0.9%
+$9,162.12 
OUT OUTFRONT Media Inc.
+0.89%
+$2,769.39 
IBM International Business Machines Corporation
+0.89%
+$98,536.83 
SLB Schlumberger Limited
+0.88%
+$52,866.1 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.87%
+$42,433.01 
CGW Invesco S&P Global Water Index ETF
+0.86%
+$34,770.65 
BUFR FT Vestladder Buffer ETF-USD I
+0.85%
+$136,489.02 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$2,936.57 
NTR Nutrien Ltd.
+0.84%
+$40,049.06 
MCD McDonald's Corporation
+0.83%
+$60,303.61 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.83%
+$28,824.52 
WY Weyerhaeuser Company
+0.83%
+$23,926.6 
FNOV FT Vest US Equity Buffer ETF
+0.83%
+$23,749.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$15,710.52 
TRP TC Energy Corporation
+0.81%
+$48,878.48 
HRTG Heritage Insurance Holdings, Inc.
+0.81%
+$2,024.46 
CTA-PA EIDP, Inc.
+0.81%
+$6,265.96 
XLV Health Care Select Sector SPDR Fund
+0.81%
+$41,734.79 
FAST Fastenal Co.
+0.78%
+$8,404.92 
XLF Financial Select Sector SPDR Fund
+0.76%
+$18,544.06 
ACI Albertsons Companies, Inc.
+0.75%
+$13,988.83 
CAG Conagra Brands Inc.
+0.75%
+$16,224.9 
SHC Sotera Health Company
+0.74%
+$1,723.2 
BKR Baker Hughes Company
+0.73%
+$11,723.1 
HE Hawaiian Electric Industries Inc.
+0.73%
+$5,412.53 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.71%
+$9,543.33 
KHC The Kraft Heinz Company
+0.71%
+$24,568.91 
OTIS Otis Worldwide Corporation
+0.7%
+$5,175.87 
PLTR Palantir Technologies Inc.
+0.69%
+$79,907 
FAUG FT Vest U.S. Equity Buffer ETF
+0.69%
+$9,511.4 
IEF iShares 7-10 Year Treasury Bond ETF
+0.68%
+$7,281.92 
IONS Ionis Pharmaceuticals, Inc.
+0.68%
+$7,158 
MMM 3M Company
+0.68%
+$16,643.85 
BOH Bank of Hawaii Corporation
+0.68%
+$7,061.19 
HRL Hormel Foods Corporation
+0.66%
+$3,207.04 
FJUL FT Vest US Equity Buffer ETF
+0.64%
+$7,593.29 
MTCH Match Group, Inc.
+0.64%
+$2,602.16 
ALC Alcon Inc.
+0.62%
+$14,326.63 
SGHC Super Group (SGHC) Limited
+0.62%
+$2,331.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$6,558.88 
FBND Fidelity Total Bond ETF
+0.62%
+$252,769.16 
JBND JPMorgan Active Bond ETF
+0.6%
+$19,135.68 
DVY iShares Select Dividend ETF
+0.59%
+$19,089.08 
BNDX Vanguard Total International Bond ETF
+0.58%
+$4,265.52 
JPIB JPMorgan International Bond ETF
+0.58%
+$49,260.12 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$163,495.5 
BNDW Vanguard Total World Bond ETF
+0.57%
+$8,759.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$11,407.76 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$38,477.31 
PFS Provident Financial Services Inc.
+0.56%
+$2,571.66 
IUSB iShares Core Universal USD Bond ETF
+0.56%
+$5,070.68 
ABT Abbott Laboratories
+0.56%
+$42,426.94 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$2,234.12 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$22,827.52 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.55%
+$81,809 
PPC Pilgrim's Pride Corporation
+0.54%
+$5,396.16 
WFC Wells Fargo & Company
+0.54%
+$44,081.4 
SRE Sempra
+0.53%
+$6,453.6 
CGCP Capital Group Core Plus Income ETF
+0.52%
+$2,061.95 
AIG American International Group Inc.
+0.51%
+$6,122.56 
FE FirstEnergy Corp.
+0.49%
+$6,765.45 
PYLD PIMCO Multisector Bond Active ETF
+0.49%
+$45,968.39 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.49%
+$2,773.44 
UNP Union Pacific Corporation
+0.49%
+$26,752.46 
KWEB KraneShares CSI China Internet ETF
+0.49%
+$43,564.17 
COSO CoastalSouth Bancshares Inc.
+0.49%
+$11,457.68 
HFSI Hartford Strategic Income ETF
+0.47%
+$101,146.37 
BWB Bridgewater Bancshares Inc.
+0.46%
+$7,805.97 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$15,467.62 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$3,485.57 
FXI iShares China Large-Cap ETF
+0.43%
+$1,871.1 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
+0.43%
+$18,157.2 
CVE Cenovus Energy Inc.
+0.42%
+$1,756.44 
FVD First Trust Value Line Dividend Index Fund
+0.42%
+$2,341.2 
PCG PG&E Corporation
+0.42%
+$4,251.14 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.4%
+$72,098.94 
GOOGL Alphabet Inc
+0.39%
+$279,658.27 
TJX The TJX Companies, Inc.
+0.38%
+$21,626.88 
PPLI People Incorporated
+0.38%
+$5,534.72 
JFLX JPMorgan Flexible Debt ETF
+0.37%
+$48,174.75 
LUCK Lucky Strike Entertainment Co.
+0.34%
+$772.56 
CAE CAE Inc.
+0.32%
+$2,063.92 
JKG iShares Morningstar Mid-Cap ETF
+0.31%
+$3,888.32 
GXC SPDR S&P China ETF
+0.31%
+$4,538.24 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.3%
+$31,023.08 
DHT DHT Holdings Inc.
+0.3%
+$2,494.9 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$105,406.6 
BINC iShares Flexible Income Active ETF
+0.29%
+$5,074.5 
KKR KKR & Co. Inc.
+0.28%
+$8,322.21 
AES AES Corporation
+0.27%
+$637.16 
FFIN First Financial Bankshares Inc.
+0.27%
+$1,361.16 
KINS Kingstone Companies Inc.
+0.25%
+$8,074.2 
TDS Telephone and Data Systems, Inc.
+0.25%
+$1,011.6 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$21,359.8 
CVBF CVB Financial Corp.
+0.24%
+$1,163.35 
PEG Public Service Enterprise Group Incorporated
+0.23%
+$11,598.39 
PFLD AAM Low Duration Preferred and Income Securities ETF
+0.23%
+$2,053.4 
U Unity Software Inc.
+0.23%
+$2,380.8 
KD Kyndryl Holdings Inc.
+0.22%
+$665.75 
XEL Xcel Energy Inc.
+0.22%
+$4,401.13 
ISRG Intuitive Surgical, Inc.
+0.21%
+$17,197.84 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.21%
+$1,102.47 
MUB iShares National Muni Bond ETF
+0.21%
+$11,218.02 
NPKI NPK International Inc.
+0.2%
+$730.8 
RBRK Rubrik, Inc.
+0.2%
+$1,908.62 
CGSD Capital Group Short Duration Income ETF
+0.19%
+$1,436.4 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$2,461.95 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.18%
+$712 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$123,675.72 
TRV The Travelers Companies, Inc.
+0.17%
+$5,578.49 
BIZD VanEck BDC Income ETF
+0.16%
+$337.5 
ARCC Ares Capital Corporation
+0.16%
+$379.29 
TMUS T-Mobile US, Inc.
+0.16%
+$3,807.7 
ZTS Zoetis Inc.
+0.15%
+$2,249.76 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$47,856.55 
JPLD JPMorgan Limited Duration ETF
+0.14%
+$7,225.6 
FMAR FT Vest U.S. Equity Buffer ETF
+0.14%
+$841.93 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.13%
+$17,829.84 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$85,459.21 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$62,906.94 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.12%
+$963 
MDT Medtronic plc
+0.11%
+$6,270.12 
KVUE Kenvue Inc.
+0.11%
+$6,182.18 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$6,265.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$7,176.25 
VNLA Janus Henderson Short Duration Income ETF
+0.09%
+$4,002.75 
CGMU Capital Group Municipal Income ETF
+0.09%
+$326.32 
MUST Columbia Multi-Sector Municipal Income ETF
+0.07%
+$174.84 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$335.14 
FNF Fidelity National Financial, Inc.
+0.06%
+$3,907.92 
HAL Halliburton Company
+0.06%
+$1,250.25 
GSY Invesco Ultra Short Duration ETF
+0.06%
+$3,917.94 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$2,151.39 
FOCT FT Vest U.S. Equity Buffer ETF
+0.05%
+$6,248.88 
JMUB JPMorgan Municipal Bond ETF
+0.05%
+$419.8 
ENB Enbridge Inc.
+0.04%
+$660.23 
CAM AB California Intermediate Municipal ETF
+0.04%
+$384.91 
DGX Quest Diagnostics Inc.
+0.03%
+$633.54 
HMOP Hartford Municipal Opportunities ETF
+0.03%
+$179.01 
SCHH Schwab U.S. REIT ETF
+0.02%
+$475.89 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2,555.33 
SGVT Schwab Government Money Market ETF
+0.02%
+$356.9 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$10,690.71 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$5,821.45 
ABC AmerisourceBergen Corporation
0%
$0 
AIV
0%
$0 
AMX
0%
$0 
AZN
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BPRE
0%
$0 
BRZE Braze, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
EVMO
0%
$0 
FSSL
0%
$0 
FYEE
0%
$0 
HSC Harsco Corporation
0%
$0 
HTBK Heritage Commerce Corp
0%
$0 
HYMC
0%
$0 
JCI
0%
$0 
KALV KalVista Pharmaceuticals Inc.
0%
$0 
LYV
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
UDR
0%
$0 
USEW
0%
$0 
VG
0%
$0 
WOOF Petco Health and Wellness Company, Inc.
0%
$0 
XAGG
0%
$0 
INR Infinity Natural Resources Inc.
-9.81%
-$35,260.72 
ORCL Oracle Corporation
-8.58%
-$1.06M 
WDAY Workday Inc.
-5.05%
-$125,384.98 
PTEN Patterson-UTI Energy Inc.
-4.41%
-$10,731.44 
NCNO nCino, Inc.
-4.35%
-$20,451.75 
DVN Devon Energy Corporation
-4.27%
-$43,171.06 
AR Antero Resources Corporation
-4.03%
-$30,848.19 
EFX Equifax Inc.
-3.94%
-$65,624.45 
SAP SAP SE Sponsored ADR
-3.84%
-$174,748.8 
TALO Talos Energy Inc.
-3.84%
-$26,447.93 
COP ConocoPhillips
-3.8%
-$163,047.36 
APA APA Corporation
-3.21%
-$14,518 
TRU TransUnion
-3.18%
-$47,162.18 
PBH Prestige Consumer Healthcare Inc.
-3.11%
-$18,734.85 
SPGI S&P Global Inc.
-3%
-$142,122.48 
OXY Occidental Petroleum Corporation
-2.85%
-$162,253 
NOW ServiceNow, Inc.
-2.81%
-$87,016 
CNC Centene Corporation
-2.76%
-$24,434.28 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.75%
-$49,715.93 
XOM Exxon Mobil Corporation
-2.68%
-$637,429.13 
INTA Intapp, Inc.
-2.64%
-$10,839.15 
CRM Salesforce Inc
-2.6%
-$180,952.43 
RELX Relx PLC Sponsored ADR
-2.55%
-$14,201.57 
WM Waste Management, Inc.
-2.48%
-$75,375.79 
BSX Boston Scientific Corporation
-2.4%
-$50,685.04 
MO Altria Group, Inc.
-2.35%
-$128,521.84 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$55,341.37 
PR Permian Resources Corporation
-2.33%
-$12,875.86 
ADP Automatic Data Processing Inc.
-2.29%
-$72,356.76 
BG Bunge Global S.A.
-2.29%
-$114,680.2 
CVX Chevron Corporation
-2.11%
-$355,376 
MGY Magnolia Oil & Gas Corp.
-2.1%
-$6,936.35 
TTD The Trade Desk, Inc. Class A
-2.02%
-$15,756.78 
NEXT NextDecade Corporation
-2.02%
-$10,695.72 
TIPT Tiptree Inc.
-2%
-$11,496.96 
PSX Phillips 66
-1.99%
-$55,226.72 
CBOE Cboe Global Markets Inc.
-1.99%
-$81,575.37 
XLE Energy Select Sector SPDR Fund
-1.97%
-$129,182.95 
SAIL SailPoint, Inc.
-1.97%
-$13,453.68 
CRGY Crescent Energy Inc.
-1.96%
-$4,418.99 
WAY Waystar Holding Corp.
-1.86%
-$6,683.6 
PAYX Paychex Inc.
-1.81%
-$35,425.14 
DOW Dow Inc.
-1.8%
-$8,246.53 
MSFT Microsoft Corp.
-1.79%
-$2.02M 
BV Brightview Holdings Inc.
-1.79%
-$29,909.43 
ACN Accenture plc Class A
-1.74%
-$49,985.52 
AMT American Tower Corporation
-1.69%
-$38,099.54 
MSOS AdvisorShares Pure US Cannabis ETF
-1.68%
-$39,929.49 
BJ BJ's Wholesale Club Holdings, Inc.
-1.65%
-$20,174.58 
DOX Amdocs Limited
-1.63%
-$11,944.92 
FIS Fidelity National Information Services, Inc.
-1.62%
-$72,509.85 
A Agilent Technologies Inc.
-1.58%
-$34,492.15 
CRK Comstock Resources Inc.
-1.57%
-$7,726.32 
CBRE CBRE Group Inc.
-1.57%
-$27,153 
EPD Enterprise Products Partners L.P.
-1.54%
-$19,345.95 
DHR Danaher Corporation
-1.54%
-$101,773.8 
DOLE Dole plc
-1.53%
-$3,861.66 
ROL Rollins, Inc.
-1.53%
-$69,239.77 
KMI Kinder Morgan, Inc.
-1.52%
-$21,793.47 
OKE ONEOK, Inc.
-1.51%
-$22,132.35 
KDP Keurig Dr Pepper Inc.
-1.48%
-$4,915.73 
ET Energy Transfer L.P.
-1.42%
-$15,206.67 
AVMC Avantis U.S. Mid Cap Equity ETF
-1.39%
-$25,139.73 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$113,944.56 
MDLZ Mondelez International, Inc.
-1.31%
-$39,087.72 
SOC Sable Offshore Corp.
-1.3%
-$9,648.13 
FFEM Fidelity Fundamental Emerging Markets ETF
-1.29%
-$14,237.17 
PM Philip Morris International Inc.
-1.27%
-$230,210.99 
KO The Coca-Cola Company
-1.26%
-$177,005.85 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
-1.24%
-$32,304.09 
CTSH Cognizant Technology Solutions Corporation
-1.22%
-$10,975.86 
PINS Pinterest, Inc. Class A
-1.19%
-$2,890.42 
V Visa Inc. Class A
-1.19%
-$237,548.38 
WTRG Essential Utilities Inc.
-1.17%
-$4,756.4 
NMRK Newmark Group Inc.
-1.14%
-$2,324.07 
GME Gamestop Corp.
-1.11%
-$2,948.75 
MDU MDU Resources Group, Inc.
-1.11%
-$34,408.46 
CHD Church & Dwight Co., Inc.
-1.11%
-$26,949.16 
RPD Rapid7 Inc.
-1.11%
-$3,054.4 
ES Eversource Energy
-1.11%
-$8,375.99 
DBC Invesco DB Commodity Index Tracking Fund
-1.1%
-$10,736.96 
BR Broadridge Financial Solutions, Inc.
-1.09%
-$27,425.6 
SYK Stryker Corporation
-1.07%
-$74,045.18 
VICI Vici Properties Inc.
-1.06%
-$9,438.9 
PGR Progressive Corporation
-0.97%
-$37,433.13 
ICE Intercontinental Exchange, Inc.
-0.97%
-$22,267.28 
CPRT Copart Inc.
-0.96%
-$13,774.5 
GNW Genworth Financial Inc.
-0.95%
-$4,378.18 
GRND Grindr Inc.
-0.95%
-$2,817.87 
VLO Valero Energy Corporation
-0.92%
-$28,541.91 
WMB The Williams Companies, Inc.
-0.91%
-$26,670.94 
NFLX Netflix, Inc.
-0.89%
-$109,033.53 
MPC Marathon Petroleum Corporation
-0.89%
-$23,421.16 
BNL Broadstone Net Lease Inc.
-0.88%
-$5,877.64 
T AT&T Inc.
-0.86%
-$42,813.8 
WEC WEC Energy Group Inc.
-0.82%
-$15,693.3 
CB Chubb Limited
-0.82%
-$31,731.27 
COST Costco Wholesale Corporation
-0.82%
-$118,303.79 
TTE TotalEnergies SE
-0.81%
-$64,379.52 
SO The Southern Company
-0.79%
-$23,786.36 
FFEB FT Vest US Equity Buffer ETF
-0.73%
-$19,651.93 
SNN Smith & Nephew plc ADR
-0.73%
-$5,782.5 
ED Consolidated Edison, Inc.
-0.7%
-$16,172.1 
OGE Oge Energy Corp.
-0.69%
-$3,615.48 
BP BP p.l.c. Sponsored ADR
-0.69%
-$45,078.95 
CBZ CBIZ Inc.
-0.67%
-$3,071.42 
MLPX Global X MLP & Energy Infrastructure ETF
-0.67%
-$19,265.5 
DUK Duke Energy Corporation
-0.67%
-$25,075.05 
STWD Starwood Property Trust Inc.
-0.65%
-$13,612.28 
AM Antero Midstream Corporation
-0.63%
-$2,501.41 
SCHW Charles Schwab Corporation
-0.62%
-$19,852.8 
ATO Atmos Energy Corporation
-0.6%
-$13,289.58 
CL Colgate-Palmolive Company
-0.6%
-$22,818.78 
CME CME Group Inc.
-0.6%
-$44,536.76 
AFL Aflac Inc.
-0.6%
-$8,661.1 
PJBF Prudential Jennison Better Future Fund
-0.57%
-$6,123.7 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$31,109.12 
KR Kroger Co.
-0.54%
-$4,883.9 
MA Mastercard Incorporated
-0.54%
-$70,329.6 
VTR Ventas Inc.
-0.53%
-$5,472 
LNT Alliant Energy Corporation
-0.52%
-$4,410.28 
ETR Entergy Corporation
-0.52%
-$12,486.99 
UNH UnitedHealth Group Incorporated
-0.51%
-$63,244.48 
PG Procter & Gamble Co
-0.45%
-$56,079.25 
META Meta Platforms Inc Class A
-0.45%
-$220,924.35 
HLN Haleon Plc - ADR
-0.44%
-$1,196.96 
NFG National Fuel Gas Company
-0.44%
-$23,519.5 
PEP PepsiCo, Inc.
-0.44%
-$27,956.69 
ORLY O'Reilly Automotive Inc.
-0.43%
-$9,025.38 
CNP CenterPoint Energy Inc.
-0.42%
-$3,640.5 
FISV Fiserv, Inc.
-0.41%
-$4,982.12 
NNN NNN REIT, Inc.
-0.41%
-$1,917.29 
STNG Scorpio Tankers Inc.
-0.41%
-$3,729.3 
FIZZ National Beverage Corp.
-0.4%
-$2,175.45 
LVS Las Vegas Sands Corp.
-0.39%
-$10,652.4 
NEE NextEra Energy, Inc.
-0.39%
-$17,169.24 
E Eni S.p.A. Sponsored ADR
-0.38%
-$6,581.73 
AON Aon plc
-0.37%
-$26,365.05 
PPL PPL Corporation
-0.36%
-$4,859.4 
CDNS Cadence Design Systems, Inc.
-0.35%
-$19,251.84 
NBBK NB Bancorp Inc.
-0.34%
-$949.41 
EW Edwards Lifesciences Corporation
-0.33%
-$3,022.32 
WELL Welltower Inc.
-0.32%
-$19,714.08 
CI The Cigna Group
-0.31%
-$14,157.12 
O Realty Income Corporation
-0.31%
-$4,422.44 
NE Noble Corporation plc
-0.26%
-$12,437.64 
SHEL Shell plc
-0.26%
-$13,988.04 
RF-PF Regions Financial Corporation
-0.24%
-$2,162.82 
EXC Exelon Corporation
-0.22%
-$1,867.8 
ASC Ardmore Shipping Corporation
-0.21%
-$499.73 
FG F&G Annuities & Life Inc.
-0.21%
-$1,010.1 
RITM-PD Rithm Capital Corp.
-0.2%
-$2,604.15 
ACGL Arch Capital Group Ltd
-0.2%
-$3,537.18 
XLRE The Real Estate Select Sector SPDR Fund
-0.18%
-$2,415.68 
PRA ProAssurance Corporation
-0.16%
-$734.64 
CNQ Canadian Natural Resources Limited
-0.14%
-$8,583.83 
REYN Reynolds Consumer Products Inc.
-0.13%
-$3,939.81 
NTAP NetApp, Inc.
-0.12%
-$2,139.02 
COCO The Vita Coco Company, Inc.
-0.11%
-$1,258.02 
AEP American Electric Power Company, Inc.
-0.1%
-$2,930.33 
VNQ Vanguard Real Estate ETF
-0.09%
-$3,315.06 
WMT Walmart Inc.
-0.09%
-$17,350.85 
ABBV AbbVie Inc.
-0.08%
-$13,783.17 
CMCSA Comcast Corp
-0.08%
-$1,819.26 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.08%
-$510.52 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.07%
-$19,744.96 
D Dominion Energy, Inc.
-0.06%
-$1,542.64 
JNJ Johnson & Johnson
-0.05%
-$15,166.83 
NI NiSource Inc.
-0.04%
-$311.08 
VZ Verizon Communications Inc.
-0.04%
-$3,861.54 
HPQ HP Inc.
-0.04%
-$239.44 
KMB Kimberly-Clark Corporation
-0.04%
-$1,526.32 
GIS General Mills, Inc.
-0.03%
-$126.7 
EVRG Evergy Inc.
-0.02%
-$224.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 11460 | Longs Won 7249/11460 63% | Profit Factor 12.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.06M |
| Average Win $325,529 | Best Trade (Jun 11) $95.51M | Sharpe Ratio -11.39 |
| Average Loss -$45,414.84 | Worst Trade (Jun 11) -$2.88M | Z-Score -1.48 (86.68%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $189,224.94 |
| 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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