AE
Andrew Endelman Portfolio
Invests via Independent Wealth Network Inc. | Managed by Andrew Endelman
Invests via Independent Wealth Network Inc.
Managed by Andrew Endelman
Automatically Tracked
Andrew Endelman Profile
With a strong background in technology and finance, Andrew Endelman is recognized for his leadership in entrepreneurial ventures that bridge these sectors. His career has focused on leveraging technological innovations to drive business growth and improve operational efficiency. He has successfully founded several startups, contributing significant advancements in digital solutions for various industries. Endelman's expertise extends to fostering strategic partnerships, making him a vital figure in enhancing collaborative ecosystems within the tech landscape. As an active participant in both public discussions and private forums, he advocates for innovation-driven approaches that meet modern market demands.
With a strong background in technology and finance, Andrew Endelman is recognized for his leadership in entrepreneurial ventures that bridge these sectors. His career has focused on leveraging technological innovations to drive business growth and improve operational efficiency. He has successfully founded several startups, contributing significant advancements in digital solutions for various industries. Endelman's expertise extends to fostering strategic partnerships, making him a vital figure in enhancing collaborative ecosystems within the tech landscape. As an active participant in both public discussions and private forums, he advocates for innovation-driven approaches that meet modern market demands.
Investment Philosophy & Strategy
Innovation lies at the core of Andrew Endelman's investment perspective. By identifying opportunities that integrate cutting-edge technology within established markets, he champions disruptive solutions that redefine industry norms. With a penchant for entrepreneurship, his strategic initiatives prioritize scalability and market adaptability. The ability to evaluate potential partnerships is instrumental in aligning resources effectively and fostering collaborative synergies across sectors. This approach not only enhances growth trajectories but also nurtures an environment where novel ideas can flourish into viable business models.
Innovation lies at the core of Andrew Endelman's investment perspective. By identifying opportunities that integrate cutting-edge technology within established markets, he champions disruptive solutions that redefine industry norms. With a penchant for entrepreneurship, his strategic initiatives prioritize scalability and market adaptability. The ability to evaluate potential partnerships is instrumental in aligning resources effectively and fostering collaborative synergies across sectors. This approach not only enhances growth trajectories but also nurtures an environment where novel ideas can flourish into viable business models.
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:
33.79%
Gain +1.5%
Monthly
0.47%
Yearly
5.8%
Drawdown
13.57%
$353.58M
Equity
Holdings
$353.58M
Investment
$276.61M
$89.54M
Profit +$5.93M
Realized
$12.57M
Unrealized
$76.97M
Dividends
$23.33M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.5%
Profit
$5.93M
Win %
71%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$3.84M
Win %
71%
This Month
Compared to last month
Gain
-1.6%
Profit
-$5.75M
Win %
71%
This Year
Compared to last year
Gain
8.73%
Profit
$28.38M
Win %
71%
KLAC KLA Corporation
+12.85%
+$55,158.44 
UEC Uranium Energy Corp.
+12.79%
+$36,769.37 
MU Micron Technology, Inc.
+11.69%
+$147,916.56 
AMAT Applied Materials, Inc.
+11.17%
+$51,291.23 
INTC Intel Corporation
+9.28%
+$99,151.04 
KSS Kohl's Corporation
+9.07%
+$53,212.32 
SOXX iShares Semiconductor ETF
+8.39%
+$208,205.28 
AMD Advanced Micro Devices, Inc.
+7.96%
+$108,168.09 
ROM ProShares Ultra Technology ETF
+7.84%
+$23,766.21 
SMH VanEck Semiconductor ETF
+6.78%
+$28,251 
HON Honeywell International Inc.
+6.43%
+$57,051.16 
PANW Palo Alto Networks, Inc.
+6.2%
+$18,719.04 
QCOM QUALCOMM Incorporated
+6.16%
+$26,658.14 
BA Boeing Company
+6.05%
+$66,145.12 
BTG B2Gold Corp
+5.67%
+$2,200 
SLV iShares Silver Trust
+5.51%
+$350,072.33 
NAK Northern Dynasty Minerals Ltd.
+5.41%
+$1,567 
RIVN Rivian Automotive, Inc.
+5.29%
+$11,079.9 
GD General Dynamics Corporation
+5.2%
+$11,181.32 
ITA iShares U.S. Aerospace & Defense ETF
+4.95%
+$74,248.24 
CAT Caterpillar Inc.
+4.83%
+$1.08M 
CNRG SPDR S&P Kensho Clean Power ETF
+4.8%
+$26,773.63 
GPN Global Payments Inc.
+4.77%
+$10,132 
BCS Barclays PLC Sponsored ADR
+4.74%
+$9,136.96 
TSLA Tesla, Inc.
+4.63%
+$65,396.67 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.58%
+$34,793.42 
NKE Nike, Inc. - Class B
+4.54%
+$8,574.51 
CEF Sprott Physical Gold and Silver Trust
+4.54%
+$15,447.96 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+4.45%
+$43,038.75 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$25,495.5 
XMMO Invesco S&P MidCap Momentum ETF
+4.28%
+$79,489.93 
SHW The Sherwin-Williams Company
+4.24%
+$21,058.8 
RTX RTX Corporation
+3.83%
+$7,826.8 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$90,108.33 
JSML Janus Henderson Small Cap Growth Alpha Fund
+3.74%
+$43,602.17 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+3.71%
+$15,115.95 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+3.69%
+$9,325.44 
YMAX YieldMax Universe Fund of Option Income ETFs
+3.67%
+$4,007.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$26,980 
PKG Packaging Corporation of America
+3.63%
+$26,465.72 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$8,611.64 
FYC First Trust Small Cap Growth Fund
+3.6%
+$38,152.73 
VAW Vanguard Materials ETF
+3.56%
+$8,829.28 
AVGO Broadcom Inc.
+3.47%
+$27,734.98 
FRTY Alger Mid Cap 40 ETF
+3.45%
+$19,299.94 
VBK Vanguard Small-Cap Growth ETF
+3.37%
+$49,168.24 
VGT Vanguard Information Technology ETF
+3.32%
+$19,276.64 
IGLD FT Vest Gold Strategy Target Fund
+3.31%
+$15,750.41 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$147,946.44 
FTEC Fidelity MSCI Information Technology Index ETF
+3.23%
+$17,351.34 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.2%
+$22,303.05 
QQQM Invesco NASDAQ 100 ETF
+3.17%
+$49,775.64 
ARKK ARK Innovation ETF Fund
+3.16%
+$11,337.47 
QUIZ Zacks Quality International Fund
+3.15%
+$7,241.47 
EFA iShares MSCI EAFE ETF
+3.12%
+$36,077.77 
GLD SPDR Gold Shares
+3.1%
+$115,801.65 
IAU iShares Gold Trust
+3.05%
+$40,264.38 
AKBA Akebia Therapeutics Inc.
+3.04%
+$344.58 
SGOL abrdn Physical Gold Shares ETF
+3.04%
+$8,799.26 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$16,716.98 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3%
+$19,170.81 
IWM iShares Russell 2000 ETF
+2.99%
+$23,072.94 
JPIN JPMorgan Diversified Return International Equity ETF
+2.86%
+$24,404.76 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.8%
+$27,435.1 
EWA iShares MSCI Australia ETF
+2.79%
+$23,079 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$21,729.11 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$16,321.38 
RDVI FT Vest Rising Dividend Achievers Fund
+2.68%
+$11,837.04 
BITO ProShares Bitcoin ETF
+2.67%
+$8,716.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$12,060 
HACK Amplify Cybersecurity ETF
+2.57%
+$30,332.31 
CSCO Cisco Systems, Inc.
+2.53%
+$21,768.32 
FEX First Trust Large Cap Core Fund A
+2.53%
+$25,225.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$12,076.67 
SECT Main Sector Rotation ETF
+2.51%
+$36,018.43 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$11,535.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$11,526.17 
VT Vanguard Total World Stock ETF
+2.44%
+$6,023.6 
TT Trane Technologies plc
+2.43%
+$5,847.55 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$9,036.24 
GLOF iShares Global Equity Factor ETF
+2.38%
+$12,672.5 
ACWI iShares MSCI ACWI ETF
+2.36%
+$160,096.05 
ICVT iShares Convertible Bond ETF
+2.34%
+$17,709.3 
HSY The Hershey Company
+2.33%
+$17,130.96 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$22,496.55 
IDV iShares International Select Dividend ETF
+2.31%
+$22,218.54 
FYX First Trust Small Cap Core AlphaDEX Fund
+2.3%
+$13,605.59 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$321,186.25 
HD The Home Depot, Inc.
+2.26%
+$8,248.23 
FNX First Trust Mid Cap Core AlphaDEX Fund
+2.25%
+$11,833.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$13,186.8 
APH Amphenol Corporation
+2.21%
+$9,185.68 
NVDA NVIDIA Corporation
+2.17%
+$119,123.92 
LLY Eli Lilly and Company
+2.13%
+$12,080.79 
SCHV Schwab U.S. Large-Cap Value ETF
+2.11%
+$15,869.55 
FV First Trust Dorsey Wright Focus 5 ETF
+2.06%
+$7,205.43 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$5,597.37 
FTRI First Trust Indxx Global Natural Resources Income ETF
+2.02%
+$4,388.67 
MEDP Medpace Holdings Inc.
+2%
+$4,707.36 
AVUS Avantis U.S. Equity ETF
+1.99%
+$5,874.48 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.98%
+$39,628.75 
CGUS Capital Group Core Equity ETF
+1.93%
+$29,267.7 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$102,096.29 
WINN Harbor Long-Term Growers ETF
+1.84%
+$18,959.04 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+1.82%
+$4,688.72 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.81%
+$4,544.36 
CGBL Capital Group Core Balanced ETF
+1.8%
+$18,522.9 
VUG Vanguard Growth ETF
+1.78%
+$58,360.32 
PTLC Pacer Trendpilot US Large Cap ETF
+1.77%
+$4,355 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.76%
+$14,878.47 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.75%
+$12,957.84 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$38,157.31 
VOO Vanguard S&P 500 ETF
+1.72%
+$75,624.08 
IVV iShares Core S&P 500 ETF
+1.72%
+$21,171.35 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$3,831.8 
ITW Illinois Tool Works Inc.
+1.71%
+$3,492.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$220,600.1 
VTV Vanguard Value ETF
+1.68%
+$12,666.52 
SNA Snap-on Inc.
+1.67%
+$4,085.94 
TOST Toast Inc.
+1.65%
+$2,256.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$13,771.16 
TSCO Tractor Supply Company
+1.56%
+$2,307.84 
BCX BlackRock Resources & Commodities Strategy Trust
+1.55%
+$7,872.3 
DE Deere & Company
+1.53%
+$6,443.59 
AMZN Amazon.com Inc
+1.45%
+$52,302 
JPM JPMorgan Chase & Co.
+1.4%
+$6,691.66 
AAPL Apple Inc.
+1.39%
+$79,408.35 
MRK Merck & Co., Inc.
+1.39%
+$6,243.62 
UBER Uber Technologies, Inc.
+1.37%
+$2,729.76 
FSCO FS Credit Opportunities Corp.
+1.35%
+$3,295.76 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+1.33%
+$6,671.2 
PKW Invesco BuyBack Achievers ETF
+1.3%
+$8,785.32 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$6,062.58 
ZECP Zacks Earnings Consistent Portfolio
+1.25%
+$6,549.94 
SNTH Mrp Synthequity ETF
+1.23%
+$20,495.16 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$13,293.45 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$35,099.87 
ILTB iShares Core 10+ Year USD Bond ETF
+1.16%
+$70,121.02 
FDVV Fidelity High Dividend ETF
+1.12%
+$9,702.45 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.09%
+$16,225.04 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$7,560.2 
GCOW Pacer Global Cash Cows Dividend ETF
+1.06%
+$10,067.52 
RPV Invesco S&P 500 Pure Value ETF
+1.05%
+$7,570.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$95,780.16 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.95%
+$5,113.82 
XLG Invesco S&P 500 Top 50 ETF
+0.92%
+$2,008.72 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$2,048 
GOOG Alphabet Inc
+0.91%
+$17,354.74 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$21,231.5 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.87%
+$22,441.09 
BUFR FT Vestladder Buffer ETF-USD I
+0.86%
+$14,363.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$3,670.98 
MCD McDonald's Corporation
+0.83%
+$2,018.66 
PSFF Pacer Swan SOS Fund of Funds
+0.81%
+$19,701 
CTA-PA EIDP, Inc.
+0.81%
+$1,849.86 
YYY Amplify High Income ETF
+0.76%
+$15,210.33 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.74%
+$1,724.46 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.74%
+$9,979.86 
LQTI FT Vest Investment Grade & Target Income ETF
+0.71%
+$15,023.12 
PLTR Palantir Technologies Inc.
+0.69%
+$12,253.56 
MMM 3M Company
+0.68%
+$1,377.09 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.67%
+$1,498.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$7,261.38 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.66%
+$1,453.01 
AWF AllianceBernstein Global High Income Fund Inc.
+0.64%
+$9,621.95 
MCN XAI Madison Equity Premium Income Fund
+0.61%
+$2,206.36 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$6,098.12 
DVY iShares Select Dividend ETF
+0.59%
+$7,629.56 
FTCS First Trust Capital Strength ETF
+0.59%
+$4,045.25 
BNDX Vanguard Total International Bond ETF
+0.58%
+$1,747.76 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$1,190.45 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.58%
+$12,426.56 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.58%
+$1,570.44 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.58%
+$8,710 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$10,292.94 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$5,314.4 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$1,825.2 
ABT Abbott Laboratories
+0.56%
+$1,233.05 
PGX Invesco Preferred ETF
+0.55%
+$6,760.98 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$26,529.58 
WFC Wells Fargo & Company
+0.54%
+$1,257.52 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.53%
+$24,373.92 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.52%
+$3,782.14 
SPHY SPDR Portfolio High Yield Bond ETF
+0.52%
+$1,117.2 
BGS B&G Foods Inc.
+0.5%
+$709.84 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.48%
+$5,516.9 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.45%
+$1,080.15 
HYLS FT Tactical High Yield ETF
+0.44%
+$1,967.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$1,446.48 
PFG Principal Financial Group, Inc.
+0.44%
+$1,108.8 
GOOGL Alphabet Inc
+0.42%
+$5,999.44 
JGH Nuveen Global High Income Fund
+0.39%
+$1,129.8 
AJG Arthur J. Gallagher & Co.
+0.34%
+$677.1 
FPE First Trust Preferred Securities and Income ETF
+0.34%
+$7,361.88 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$7,440.8 
UHT Universal Health Realty Income Trust
+0.29%
+$1,081 
JPIE JPMorgan Income ETF
+0.26%
+$1,627.32 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.23%
+$9,172.02 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.21%
+$1,351.94 
MUB iShares National Muni Bond ETF
+0.21%
+$738.32 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$862.29 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$2,331.9 
NYF iShares New York Muni Bond ETF
+0.17%
+$797.85 
ARCC Ares Capital Corporation
+0.16%
+$1,597.23 
TMUS T-Mobile US, Inc.
+0.16%
+$396.14 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$381.44 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$385.51 
WTBA West Bancorporation Inc.
+0.12%
+$310.59 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.12%
+$253.32 
USRT iShares Core U.S. REIT ETF
+0.11%
+$3,510.85 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$964.9 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$2,448.4 
CASY Casey's General Stores Inc.
+0.07%
+$1,060.8 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$6,944.21 
RDFI Rareview Dynamic Fixed Income Fund
+0.07%
+$3,234.8 
MEAR iShares Short Maturity Bond ETF
+0.06%
+$126.33 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$1,303.86 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$236.41 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$141.87 
BKLN Invesco Senior Loan ETF
+0.05%
+$787.47 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$235.3 
ENB Enbridge Inc.
+0.04%
+$126.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$221.3 
NDAQ Nasdaq, Inc.
+0.02%
+$46.94 
PSR Invesco Active U.S. Real Estate Fund
+0.02%
+$87.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$125.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$126.89 
FSSL
0%
$0 
LAC
0%
$0 
RTRE
0%
$0 
SQ Block, Inc.
0%
$0 
TRI
0%
$0 
ZOCT
0%
$0 
ORCL Oracle Corporation
-8.58%
-$20,862.15 
ADBE Adobe Inc.
-6.25%
-$9,914.4 
DVN Devon Energy Corporation
-4.27%
-$17,673.19 
GRNT Granite Ridge Resources Inc.
-3.29%
-$4,855.29 
SPGI S&P Global Inc.
-3.03%
-$7,473.54 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$5,644.8 
XOM Exxon Mobil Corporation
-2.68%
-$36,290.15 
INTU Intuit Inc.
-2.58%
-$2,244.51 
MO Altria Group, Inc.
-2.35%
-$29,369 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$6,030.98 
RSG Republic Services, Inc.
-2.17%
-$4,665.32 
CVX Chevron Corporation
-2.1%
-$128,856.48 
PSX Phillips 66
-2.03%
-$6,041.32 
XLE Energy Select Sector SPDR Fund
-1.97%
-$31,428.35 
VDE Vanguard Energy ETF
-1.88%
-$11,710.67 
MSFT Microsoft Corp.
-1.77%
-$68,929.38 
FSK FS KKR Capital Corp.
-1.59%
-$3,669.05 
ET Energy Transfer L.P.
-1.47%
-$15,924.5 
MDLZ Mondelez International, Inc.
-1.31%
-$3,131.52 
PM Philip Morris International Inc.
-1.27%
-$3,926.05 
KO The Coca-Cola Company
-1.27%
-$3,954.86 
V Visa Inc. Class A
-1.21%
-$22,155.84 
BR Broadridge Financial Solutions, Inc.
-1.09%
-$1,484.8 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.06%
-$16,293.45 
SYK Stryker Corporation
-1.04%
-$2,382.8 
CLX The Clorox Company
-1.01%
-$10,251 
AMLP Alerian MLP ETF
-0.93%
-$3,353.56 
NFLX Netflix, Inc.
-0.9%
-$4,989.18 
T AT&T Inc.
-0.86%
-$4,207.2 
WEC WEC Energy Group Inc.
-0.82%
-$2,535.18 
COST Costco Wholesale Corporation
-0.82%
-$8,554.41 
FFEB FT Vest US Equity Buffer ETF
-0.73%
-$2,338.05 
ATO Atmos Energy Corporation
-0.6%
-$2,213.4 
CME CME Group Inc.
-0.6%
-$5,351.43 
AFL Aflac Inc.
-0.6%
-$3,303.3 
MA Mastercard Incorporated
-0.54%
-$2,038.08 
KR Kroger Co.
-0.52%
-$6,548.91 
META Meta Platforms Inc Class A
-0.45%
-$8,303.48 
PG Procter & Gamble Co
-0.45%
-$1,997.95 
PEP PepsiCo, Inc.
-0.44%
-$1,248.68 
MSI Motorola Solutions, Inc.
-0.27%
-$2,959 
JRS Nuveen Real Estate Income Fund
-0.24%
-$432.14 
HDV iShares Core High Dividend ETF
-0.22%
-$1,366.2 
ZJAN Innovator Defined Wealth Shield ETF
-0.18%
-$476.94 
ZDEK Innovator Equity Defined Protection ETF
-0.17%
-$2,881.27 
DNP DNP Select Income Fund Inc.
-0.14%
-$171.3 
WFC-PL Wells Fargo & Company
-0.13%
-$783.77 
VNQ Vanguard Real Estate ETF
-0.09%
-$1,048.14 
WMT Walmart Inc.
-0.09%
-$545.38 
ABBV AbbVie Inc.
-0.08%
-$438.33 
BRK-A Berkshire Hathaway Inc.
-0.07%
-$990 
JNJ Johnson & Johnson
-0.05%
-$416.34 
VZ Verizon Communications Inc.
-0.04%
-$232.8 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$83.78 Events
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Dividends
Dividend Analysis
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| Trades 3675 | Longs Won 2181/3675 59% | Profit Factor 6.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,099.25 |
| Average Win $48,860.07 | Best Trade (Jun 10) $15.16M | Sharpe Ratio -3.45 |
| Average Loss -$11,394.63 | Worst Trade (Jun 10) -$560,803.53 | Z-Score 2.64 (99.17%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $24,364.69 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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