Candace Cavalier Portfolio
Invests via Congress Wealth Management LLC / DE / | Managed by CW Advisors LLC
Invests via Congress Wealth Management LLC / DE /
Managed by CW Advisors LLC
Automatically Tracked
Candace Cavalier Profile
Candace Cavalier is a seasoned entrepreneur recognized for her significant contributions to the health and wellness sector. With a robust background in product development and brand management, she has successfully launched multiple consumer-facing initiatives that emphasize sustainability and holistic living. Her leadership approach combines innovative marketing strategies with a deep understanding of customer needs, positioning her ventures for substantial growth in competitive markets. Through strategic partnerships and community engagement, she elevates her companies' visibility while advocating for industry standards that promote healthy lifestyles. This unique blend of experience establishes Cavalier as an influential figure in shaping modern wellness trends.
Candace Cavalier is a seasoned entrepreneur recognized for her significant contributions to the health and wellness sector. With a robust background in product development and brand management, she has successfully launched multiple consumer-facing initiatives that emphasize sustainability and holistic living. Her leadership approach combines innovative marketing strategies with a deep understanding of customer needs, positioning her ventures for substantial growth in competitive markets. Through strategic partnerships and community engagement, she elevates her companies' visibility while advocating for industry standards that promote healthy lifestyles. This unique blend of experience establishes Cavalier as an influential figure in shaping modern wellness trends.
Investment Philosophy & Strategy
Operating within the wellness landscape, Candace Cavalier pursues an innovative and customer-centric approach to business development. Her strategic focus leans heavily on sustainability, advocating for practices that resonate with environmentally conscious consumers. Leveraging her expertise in product development, she identifies market gaps and positions her brands accordingly to capture evolving consumer preferences. With an emphasis on collaboration and community involvement, she cultivates partnerships that enhance brand presence while driving meaningful impact in health-oriented sectors. This entrepreneurial mindset fuels a growth trajectory anchored in both ethical responsibility and competitive differentiation.
Operating within the wellness landscape, Candace Cavalier pursues an innovative and customer-centric approach to business development. Her strategic focus leans heavily on sustainability, advocating for practices that resonate with environmentally conscious consumers. Leveraging her expertise in product development, she identifies market gaps and positions her brands accordingly to capture evolving consumer preferences. With an emphasis on collaboration and community involvement, she cultivates partnerships that enhance brand presence while driving meaningful impact in health-oriented sectors. This entrepreneurial mindset fuels a growth trajectory anchored in both ethical responsibility and competitive differentiation.
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:
74.9%
Gain +0.01%
Monthly
0.91%
Yearly
11.44%
Drawdown
22.55%
$12.1B
Equity
Holdings
$12.1B
Investment
$9.2B
$2.92B
Profit -$200,350.86
Realized
$14.23M
Unrealized
$2.9B
Dividends
$562.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$200,350.86
Win %
71%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$13.28M
Win %
71%
This Month
Compared to last month
Gain
-0.43%
Profit
-$52.56M
Win %
71%
This Year
Compared to last year
Gain
8.98%
Profit
$996.93M
Win %
71%
IREN IREN Limited
+21.27%
+$214,500 
BTBT Bit Digital, Inc.
+12.14%
+$1,700 
AGX Argan Inc.
+8.93%
+$495,695.75 
CHGG Chegg Inc.
+8.36%
+$1,364 
ELF Elf Beauty Inc.
+7.15%
+$697,471.27 
CRDO Credo Technology Group Holding Ltd.
+6.8%
+$42,924.7 
CORZ Core Scientific, Inc.
+6.73%
+$24,034.86 
GPN Global Payments Inc.
+6.21%
+$13,929.64 
MSTR Strategy Inc.
+6.09%
+$8,473.48 
SNDK SanDisk Corporation
+5.7%
+$372,933.76 
BABA Alibaba Group Holding Limited SP ADR
+5.68%
+$58,156.18 
COHR Coherent Corp.
+5.49%
+$912,040.9 
BW Babcock & Wilcox Enterprises, Inc.
+5.36%
+$10,614.96 
TER Teradyne, Inc.
+5.34%
+$105,845.16 
RBLX Roblox Corporation
+5.05%
+$6,746.85 
MRVL Marvell Technology, Inc.
+5.05%
+$568,277.36 
WULF TeraWulf Inc.
+4.98%
+$56,110 
MDB MongoDB Inc.
+4.92%
+$344,463.58 
COIN Coinbase Global, Inc.
+4.53%
+$103,795.36 
PENN PENN Entertainment, Inc.
+4.5%
+$17,564.83 
LXP LXP Industrial Trust
+4.16%
+$6,628.56 
AXON Axon Enterprise, Inc.
+4.16%
+$239,984 
MU Micron Technology, Inc.
+4.1%
+$439,015.01 
AMD Advanced Micro Devices, Inc.
+4.1%
+$455,451.53 
FN Fabrinet
+4.05%
+$33,738.58 
TCOM Trip.com Group Limited American Depositary Receipt
+4.04%
+$14,526.05 
INSP Inspire Medical Systems, Inc.
+3.99%
+$100,919.2 
NU Nu Holdings Ltd.
+3.94%
+$17,679.08 
INTC Intel Corporation
+3.86%
+$1.7M 
WDC Western Digital Corporation
+3.82%
+$263,730.75 
VIAV Viavi Solutions Inc.
+3.67%
+$33,600 
BWLP BW LPG Limited
+3.41%
+$25,993 
DDOG Datadog, Inc. Class A Common Stock
+3.37%
+$526,789.51 
SPCE Virgin Galactic Holdings Inc.
+3.32%
+$1,964.78 
LBRT Liberty Energy Inc.
+3.25%
+$18,111.75 
MPWR Monolithic Power Systems, Inc.
+3.2%
+$680,721.84 
CLBK Columbia Financial Inc.
+3.17%
+$52,107.98 
STX Seagate Technology Holdings plc
+3.06%
+$82,178.02 
AVGO Broadcom Inc.
+3%
+$3.4M 
STRL Sterling Infrastructure, Inc.
+2.94%
+$1.73M 
SPOT Spotify Technology S.A.
+2.84%
+$22,770.46 
PLTR Palantir Technologies Inc.
+2.82%
+$103,970.02 
FIX Comfort Systems USA, Inc.
+2.74%
+$1.06M 
SHOP Shopify Inc.
+2.69%
+$463,515.16 
CNTX Context Therapeutics Inc.
+2.68%
+$241.5 
SE Sea Ltd.
+2.65%
+$12,416.78 
OLLI Ollie's Bargain Outlet Holdings Inc.
+2.62%
+$445,243.38 
KNSL Kinsale Capital Group Inc.
+2.6%
+$94,787.95 
GRAB Grab Holdings Limited
+2.52%
+$6,473.61 
CRM Salesforce Inc
+2.52%
+$191,212.55 
CRWV CoreWeave, Inc.
+2.51%
+$9,753.84 
HODL VanEck Bitcoin ETF
+2.51%
+$14,320.67 
FLCH Franklin FTSE China ETF
+2.49%
+$195,830.03 
TROX Tronox Holdings plc
+2.48%
+$10,152.61 
AVAV AeroVironment Inc.
+2.48%
+$152,944 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.45%
+$9,791.39 
BITB Bitwise Bitcoin ETF
+2.43%
+$3,282.82 
GBTC Grayscale Bitcoin Trust ETF
+2.41%
+$13,470 
MZTI The Marzetti Company
+2.4%
+$12,114.43 
IBIT iShares Bitcoin Trust
+2.39%
+$17,193.81 
BTC Grayscale Bitcoin Mini Trust ETF
+2.38%
+$4,937.62 
RHLD Resolute Holdings Management Inc.
+2.36%
+$88,137 
ARM Arm Holdings plc American Depositary Receipt
+2.33%
+$12,421.34 
GEV GE Vernova Inc.
+2.29%
+$211,541.55 
ASTS AST SpaceMobile, Inc.
+2.28%
+$50,893.92 
CART Maplebear Inc.
+2.25%
+$75,692.64 
VEEV Veeva Systems Inc.
+2.19%
+$9,082.16 
MSGE Madison Square Garden Entertainment Corp.
+2.15%
+$8,835.48 
TWLO Twilio Inc.
+2.15%
+$12,796.08 
NOC Northrop Grumman Corporation
+2.14%
+$11,817.27 
NOMD Nomad Foods Ltd.
+2.13%
+$4,950.23 
PODD Insulet Corporation
+2.13%
+$67,482.64 
ISRG Intuitive Surgical, Inc.
+2.08%
+$351,122.07 
OLED Universal Display Corporation
+2.06%
+$12,450.57 
SVC Service Properties Trust
+2.04%
+$25,944.28 
MSFT Microsoft Corp.
+2.03%
+$3.93M 
LYB LyondellBasell Industries N.V.
+1.98%
+$6,571.89 
ZS Zscaler Inc.
+1.97%
+$4,848.15 
MMSI Merit Medical Systems, Inc.
+1.97%
+$131,756.24 
VLO Valero Energy Corporation
+1.97%
+$19,417.23 
OKTA Okta Inc.
+1.96%
+$10,471.86 
WDAY Workday Inc.
+1.94%
+$10,936.52 
GOOG Alphabet Inc
+1.9%
+$2.21M 
SOXX iShares Semiconductor ETF
+1.89%
+$34,770.5 
NXPI NXP Semiconductors N.V.
+1.88%
+$37,584.74 
ESTC Elastic N.V.
+1.83%
+$33,667.22 
MPC Marathon Petroleum Corporation
+1.8%
+$14,544.56 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.79%
+$13,434.26 
UUUU Energy Fuels Inc.
+1.78%
+$10,926.5 
GOOGL Alphabet Inc
+1.77%
+$2.62M 
SCCO Southern Copper Corporation
+1.76%
+$12,482.24 
PSX Phillips 66
+1.76%
+$300,995.24 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.73%
+$31,546.2 
GPGI GPGI Inc
+1.72%
+$7,215.75 
CLOU Global X Cloud Computing ETF
+1.72%
+$17,000.47 
FFIV F5 Inc.
+1.72%
+$19,179.01 
CBOE Cboe Global Markets Inc.
+1.7%
+$36,093.3 
PBR Petrobras S.A. Sponsored ADR
+1.7%
+$10,359.63 
NOW ServiceNow, Inc.
+1.69%
+$247,515 
MELI MercadoLibre, Inc.
+1.68%
+$11,415 
EFX Equifax Inc.
+1.67%
+$6,701.44 
WCLD WisdomTree Cloud Computing Fund
+1.65%
+$7,685.45 
NPO EnPro Industries Inc.
+1.62%
+$305,416.98 
VST Vistra Corp
+1.61%
+$4,990 
MAN ManpowerGroup Inc.
+1.59%
+$17,651.61 
FISV Fiserv, Inc.
+1.58%
+$13,053.6 
ICE Intercontinental Exchange, Inc.
+1.57%
+$4,571.6 
ARTY iShares Future AI & Tech ETF
+1.57%
+$17,027.96 
P Everpure Inc.
+1.57%
+$179,597.12 
SUN Sunoco L.P.
+1.57%
+$22,645.52 
DT Dynatrace, Inc.
+1.55%
+$258,691.35 
ITGR Integer Holdings Corporation
+1.55%
+$116,937.76 
EPD Enterprise Products Partners L.P.
+1.54%
+$288,581.98 
CAG Conagra Brands Inc.
+1.54%
+$8,268.92 
IBM International Business Machines Corporation
+1.51%
+$141,721.89 
XNTK SPDR NYSE Technology ETF
+1.5%
+$6,997.32 
SKYY First Trust Cloud Computing ETF
+1.49%
+$4,084.43 
TXN Texas Instruments Inc
+1.47%
+$85,639.64 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.46%
+$6,092.71 
SMH VanEck Semiconductor ETF
+1.45%
+$9,341.52 
UFPT UFP Technologies Inc.
+1.43%
+$159,207.15 
ALL Allstate Corporation
+1.42%
+$650,682.31 
AMZN Amazon.com Inc
+1.42%
+$310,149 
PRIM Primoris Services Corporation
+1.41%
+$111,353.54 
DUOL Duolingo, Inc.
+1.41%
+$21,869.07 
TRMB Trimble Inc.
+1.4%
+$8,478.18 
NRG NRG Energy, Inc.
+1.4%
+$8,297.04 
MKC McCormick & Company, Incorporated
+1.39%
+$7,638.48 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.39%
+$6,482.42 
HQY HealthEquity Inc.
+1.38%
+$6,894.45 
APP AppLovin Corporation Class A Common Stock
+1.37%
+$55,758.12 
DD DuPont de Nemours, Inc.
+1.37%
+$150,662.13 
ABT Abbott Laboratories
+1.37%
+$106,310.87 
DAY Dayforce Inc.
+1.36%
+$21,127.44 
WMB The Williams Companies, Inc.
+1.36%
+$293,319 
FLEX Flex Ltd.
+1.36%
+$24,147.72 
HOOD Robinhood Markets, Inc.
+1.34%
+$19,266.52 
DOW Dow Inc.
+1.34%
+$84,828 
CVX Chevron Corporation
+1.33%
+$405,856.62 
RMBS Rambus Inc.
+1.32%
+$256,241.5 
INTU Intuit Inc.
+1.32%
+$19,529.22 
EBAY eBay Inc.
+1.31%
+$26,451.18 
IGM iShares Expanded Tech Sector ETF
+1.29%
+$28,512.14 
LNG Cheniere Energy Inc.
+1.29%
+$9,997.11 
SPSC SPS Commerce Inc.
+1.29%
+$41,259.66 
DLR Digital Realty Trust, Inc.
+1.28%
+$5,668.66 
GDDY Godaddy Inc.
+1.28%
+$57,564.54 
RPG Invesco S&P 500 Pure Growth ETF
+1.27%
+$8,177.04 
ANET Arista Networks, Inc.
+1.27%
+$592,077.92 
HUN Huntsman Corporation
+1.27%
+$1,913.4 
OMC Omnicom Group Inc.
+1.27%
+$172,315.52 
RTX RTX Corporation
+1.27%
+$242,959.44 
ACN Accenture plc Class A
+1.27%
+$153,797.28 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$7,581.26 
MAZE Maze Therapeutics Inc.
+1.25%
+$10,627.6 
PTC PTC Inc.
+1.25%
+$44,779.33 
COP ConocoPhillips
+1.25%
+$254,617.22 
EL The Estée Lauder Companies Inc. Class A
+1.24%
+$6,969.66 
AFRM Affirm Holdings, Inc.
+1.24%
+$7,708 
HAL Halliburton Company
+1.24%
+$8,611.69 
RELX Relx PLC Sponsored ADR
+1.23%
+$4,444.23 
KMI Kinder Morgan, Inc.
+1.22%
+$92,500.71 
PBH Prestige Consumer Healthcare Inc.
+1.22%
+$99,542.85 
ARKK ARK Innovation ETF Fund
+1.21%
+$3,817.45 
HII Huntington Ingalls Industries Inc.
+1.2%
+$12,296.02 
DY Dycom Industries Inc.
+1.16%
+$11,101.29 
TTD The Trade Desk, Inc. Class A
+1.16%
+$64,075.37 
IPAY Amplify Digital Payments ETF
+1.16%
+$7,080.85 
SLV iShares Silver Trust
+1.13%
+$34,458.03 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$6,370.34 
IXN iShares Global Tech ETF
+1.12%
+$13,883.26 
MOG-A Moog Inc.
+1.11%
+$165,605.52 
KN Knowles Corporation
+1.11%
+$8,468.85 
POWI Power Integrations Inc.
+1.11%
+$63,877.32 
MTUM iShares MSCI USA Momentum Factor ETF
+1.1%
+$16,376.94 
FIVE Five Below, Inc.
+1.1%
+$78,065.27 
SXT Sensient Technologies Corporation
+1.08%
+$128,211.72 
GLNG Golar LNG Ltd.
+1.07%
+$41,952.79 
NVT nVent Electric plc
+1.07%
+$334,423.6 
CNMD CONMED Corporation
+1.06%
+$12,364.8 
IYW iShares U.S. Technology ETF
+1.06%
+$803,219.12 
FPX First Trust US Equity Opportunities ETF
+1.05%
+$191,381.17 
NXDR Nextdoor Holdings, Inc.
+1.05%
+$1,136.37 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+1.04%
+$22,937.78 
BAH Booz Allen Hamilton Holding Corporation
+1.04%
+$51,466.48 
FTNT Fortinet Inc.
+1.04%
+$138,144.2 
SCHW Charles Schwab Corporation
+1.04%
+$52,563.26 
CALX Calix Inc.
+1.03%
+$83,835 
PWR Quanta Services Inc.
+1.03%
+$18,203.42 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$45,046.82 
MCHP Microchip Technology Incorporated
+1.02%
+$16,587.55 
V Visa Inc. Class A
+1.02%
+$847,330.26 
TMUS T-Mobile US, Inc.
+1.02%
+$50,679.72 
CHI Calamos Convertible Opportunities and Income Fund
+1.02%
+$4,289.48 
EEM iShares MSCI Emerging Markets ETF
+1.01%
+$7,315.84 
AER AerCap Holdings N.V.
+1.01%
+$4,468.12 
EOG EOG Resources, Inc.
+1%
+$178,050.73 
AMLP Alerian MLP ETF
+1%
+$45,110.52 
NVDA NVIDIA Corporation
+0.99%
+$2.56M 
FIS Fidelity National Information Services, Inc.
+0.99%
+$2,635.66 
OXY Occidental Petroleum Corporation
+0.98%
+$7,348.86 
CI The Cigna Group
+0.97%
+$94,315.65 
CDNS Cadence Design Systems, Inc.
+0.96%
+$10,020.3 
VGT Vanguard Information Technology ETF
+0.95%
+$433,183.68 
CZWI Citizens Community Bancorp Inc.
+0.95%
+$3,297.8 
XLE Energy Select Sector SPDR Fund
+0.94%
+$580,079.47 
FCX Freeport-McMoRan Inc.
+0.94%
+$9,334.05 
FDN First Trust Dow Jones Internet Index Fund
+0.94%
+$5,331.1 
GD General Dynamics Corporation
+0.94%
+$163,049.51 
EWZ iShares MSCI Brazil ETF
+0.92%
+$2,738.12 
CWB SPDR Bloomberg Convertible Securities ETF
+0.92%
+$14,524.29 
LPLA LPL Financial Holdings Inc.
+0.92%
+$3,341.48 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.92%
+$17,556.83 
CXDO Crexendo, Inc.
+0.91%
+$1,400 
VDE Vanguard Energy ETF
+0.91%
+$59,734.12 
FENY Fidelity MSCI Energy Index ETF
+0.91%
+$11,613.63 
TEL TE Connectivity plc
+0.91%
+$231,012 
DEO Diageo plc Sponsored ADR
+0.9%
+$3,415.62 
FTEC Fidelity MSCI Information Technology Index ETF
+0.9%
+$269,377.46 
SM SM Energy Company
+0.89%
+$39,928.56 
ASIA Matthews Pacific Tiger Active ETF
+0.89%
+$398,047.69 
FICO Fair Isaac Corporation
+0.89%
+$59,539.2 
SMCI Super Micro Computer Inc
+0.89%
+$2,187.41 
ICVT iShares Convertible Bond ETF
+0.89%
+$36,040.84 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.88%
+$7,312.99 
XOM Exxon Mobil Corporation
+0.87%
+$519,018.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$132,715.38 
LULU lululemon athletica inc.
+0.85%
+$3,046.23 
SWKS Skyworks Solutions Inc.
+0.84%
+$4,757 
ETN Eaton Corporation plc
+0.83%
+$425,337.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$60,682.43 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$191,144.17 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.81%
+$39,506.05 
QQQM Invesco NASDAQ 100 ETF
+0.81%
+$55,738 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.81%
+$57,869.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.81%
+$13,682.64 
BJ BJ's Wholesale Club Holdings, Inc.
+0.81%
+$45,224.5 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.81%
+$12,606.74 
IWP iShares Russell Mid-Cap Growth ETF
+0.8%
+$110,605 
DLTR Dollar Tree, Inc.
+0.79%
+$2,664 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.78%
+$15,670.66 
BR Broadridge Financial Solutions, Inc.
+0.77%
+$94,168.3 
MDT Medtronic plc
+0.76%
+$50,503.32 
CAML Congress Large Cap Growth ETF
+0.75%
+$45,814.97 
STZ Constellation Brands, Inc.
+0.75%
+$10,998.73 
MKTX MarketAxess Holdings Inc.
+0.74%
+$26,360.48 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.73%
+$16,758.54 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.73%
+$12,366.21 
USXF iShares ESG Aware MSCI USA ETF
+0.73%
+$10,318.37 
HON Honeywell International Inc.
+0.73%
+$35,340.37 
IUSG iShares Core S&P U.S. Growth ETF
+0.73%
+$3,721.61 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$246,383.14 
DSGX The Descartes Systems Group Inc.
+0.72%
+$54,337.81 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.72%
+$8,222.4 
MKL Markel Group Inc.
+0.71%
+$4,840.53 
WHD Cactus Inc.
+0.71%
+$31,016.37 
EMXF iShares ESG Aware MSCI EM ETF
+0.7%
+$4,587.66 
DVN Devon Energy Corporation
+0.7%
+$35,207.68 
USAI Pacer American Energy Independence ETF
+0.69%
+$6,763.25 
MMM 3M Company
+0.69%
+$31,303.8 
VONG Vanguard Russell 1000 Growth Fund
+0.69%
+$396,659.9 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.69%
+$15,202.55 
PGR Progressive Corporation
+0.68%
+$25,390.76 
NDAQ Nasdaq, Inc.
+0.68%
+$14,736.78 
CW Curtiss-Wright Corporation
+0.68%
+$208,889.17 
IWY iShares Russell Top 200 Growth ETF
+0.68%
+$226,426.2 
MKSI MKS Instruments Inc.
+0.67%
+$15,425.68 
SCHE Schwab Emerging Markets Equity ETF
+0.67%
+$6,188.73 
VOT Vanguard Mid-Cap Growth ETF
+0.67%
+$23,938.2 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.65%
+$3,675.65 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$743,318.29 
RGEN Repligen Corporation
+0.62%
+$20,097.18 
FV First Trust Dorsey Wright Focus 5 ETF
+0.62%
+$3,668.79 
FDIF Fidelity Disruptors ETF
+0.62%
+$2,085.78 
B BARRICK MINING CORP Common Stock (ABR0)
+0.62%
+$2,919.05 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.61%
+$12,961.41 
FLJP Franklin FTSE Japan ETF
+0.61%
+$75,665.54 
SIRI Sirius XM Holdings Inc.
+0.6%
+$42,440.11 
ROP Roper Technologies Inc.
+0.6%
+$3,801.84 
LMAT Lemaitre Vascular Inc.
+0.6%
+$57,815.19 
LMT Lockheed Martin Corporation
+0.6%
+$33,833.65 
CEG Constellation Energy Corporation
+0.59%
+$14,216.09 
CURI Curiositystream Inc.
+0.59%
+$1,713.12 
EXLS ExlService Holdings Inc.
+0.59%
+$5,976.63 
WINN Harbor Long-Term Growers ETF
+0.59%
+$5,148.24 
QCOM QUALCOMM Incorporated
+0.58%
+$60,721.86 
FJP First Trust Japan AlphaDEX Fund
+0.57%
+$303,795.24 
BOX Box Inc.
+0.57%
+$44,105.6 
CGXU Capital Group International Focus Equity ETF
+0.57%
+$128,180.46 
GWRE GUIDEWIRE SOFTWARE INC
+0.57%
+$41,369.44 
T AT&T Inc.
+0.57%
+$55,828.62 
BUD Anheuser-Busch InBev S.A. ADR
+0.57%
+$4,650.6 
VUG Vanguard Growth ETF
+0.57%
+$384,914.43 
PAYX Paychex Inc.
+0.57%
+$13,225.55 
ADVE Matthews Asia Dividend Active ETF
+0.56%
+$14,295.43 
TJX The TJX Companies, Inc.
+0.56%
+$291,264.69 
IXC iShares Global Energy ETF
+0.55%
+$11,115 
MA Mastercard Incorporated
+0.55%
+$197,361.11 
QGRO American Century U.S. Quality Growth ETF
+0.55%
+$3,058.75 
HERO Global X Video Games & Esports ETF
+0.54%
+$2,568.51 
VLUE iShares MSCI USA Value Factor ETF
+0.54%
+$159,618.78 
LHX L3Harris Technologies, Inc.
+0.53%
+$3,704.14 
EHC Encompass Health Corporation
+0.53%
+$64,689.37 
FCOM Fidelity MSCI Communication Services Index ETF
+0.52%
+$15,912.96 
VOX Vanguard Communication Services ETF
+0.52%
+$24,921.24 
VPL Vanguard FTSE Pacific ETF
+0.51%
+$10,000.55 
MGK Vanguard Mega Cap Growth ETF
+0.51%
+$76,876.8 
EWJ iShares MSCI Japan ETF
+0.5%
+$177,662.03 
ZWS Zurn Elkay Water Solutions Corporation
+0.5%
+$10,451.76 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.5%
+$5,290 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$54,550.16 
INSM Insmed Inc.
+0.5%
+$3,088.8 
PCT PureCycle Technologies, Inc.
+0.5%
+$1,021.56 
VWO Vanguard FTSE Emerging Markets ETF
+0.49%
+$127,851.29 
CASY Casey's General Stores Inc.
+0.49%
+$124,556.58 
OKE ONEOK, Inc.
+0.49%
+$5,145.56 
THC Tenet Healthcare Corporation
+0.49%
+$9,242.65 
ADI Analog Devices, Inc.
+0.47%
+$217,975.5 
GEN Gen Digital Inc.
+0.47%
+$1,435 
CMCSA Comcast Corp
+0.46%
+$24,632.56 
JEF Jefferies Financial Group Inc.
+0.46%
+$6,645.5 
STAG Stag Industrial Inc.
+0.46%
+$6,909.54 
DNB Dun & Bradstreet Holdings, Inc.
+0.44%
+$438 
PANW Palo Alto Networks, Inc.
+0.44%
+$186,273.67 
TMHC Taylor Morrison Home Corporation
+0.44%
+$11,241.09 
ACGL Arch Capital Group Ltd
+0.43%
+$1,363.12 
CME CME Group Inc.
+0.43%
+$67,614.22 
META Meta Platforms Inc Class A
+0.43%
+$492,282.17 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.43%
+$35,211.22 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.42%
+$11,540.1 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$39,942.76 
ONTO Onto Innovation Inc.
+0.41%
+$3,964.05 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.41%
+$36,847.84 
HSY The Hershey Company
+0.41%
+$5,714.1 
SNPE Xtrackers S&P 500 ESG ETF
+0.41%
+$1,095.05 
RKLB Rocket Lab Corporation
+0.4%
+$3,519.72 
SYK Stryker Corporation
+0.39%
+$78,016.04 
CYTK Cytokinetics, Incorporated
+0.39%
+$14,530.95 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$8,468.4 
MOAT VanEck Morningstar Wide Moat Fund
+0.39%
+$39,334.94 
DUK Duke Energy Corporation
+0.39%
+$13,164.35 
XLG Invesco S&P 500 Top 50 ETF
+0.39%
+$169,168.27 
IBN ICICI Bank Limited Sponsored ADR
+0.39%
+$3,427.34 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.38%
+$1,840.19 
PYPL PayPal Holdings Inc
+0.38%
+$12,849.91 
XLC Communication Services Select Sector SPDR Fund
+0.38%
+$428,348.34 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.38%
+$3,496.76 
BSX Boston Scientific Corporation
+0.37%
+$47,754.46 
APD Air Products and Chemicals, Inc.
+0.36%
+$30,339.08 
OMF OneMain Holdings Inc.
+0.36%
+$2,310.44 
MOV Movado Group Inc.
+0.36%
+$1,403 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.36%
+$9,874.67 
BRNY Burney U.S. Factor Rotation Fund
+0.36%
+$33,049.49 
BP BP p.l.c. Sponsored ADR
+0.36%
+$8,914.05 
BUG Global X Cybersecurity ETF
+0.35%
+$2,901.01 
KEYS Keysight Technologies, Inc.
+0.35%
+$2,134.7 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.35%
+$2,902.4 
CXT Crane NXT Co.
+0.35%
+$29,594.52 
SPEM SPDR Portfolio Emerging Markets ETF
+0.35%
+$24,398.15 
GNW Genworth Financial Inc.
+0.35%
+$935.62 
AMAT Applied Materials, Inc.
+0.34%
+$162,780.81 
GLW Corning Incorporated
+0.33%
+$15,486.05 
SAP SAP SE Sponsored ADR
+0.33%
+$3,373.98 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.33%
+$915.62 
VRSK Verisk Analytics Inc.
+0.33%
+$2,100.12 
OTIS Otis Worldwide Corporation
+0.33%
+$1,259.52 
TPL Texas Pacific Land Corporation
+0.32%
+$98,281.69 
NVMI Nova Ltd.
+0.32%
+$52,542.68 
FMC FMC Corporation
+0.31%
+$363.48 
NTNX Nutanix, Inc.
+0.31%
+$607.41 
DAL Delta Air Lines, Inc.
+0.3%
+$54,673.53 
HMC Honda Motor Co., Ltd.
+0.3%
+$6,689.67 
APH Amphenol Corporation
+0.3%
+$14,495.39 
NEM Newmont Corporation
+0.3%
+$2,168.64 
OEF iShares S&P 100 ETF
+0.29%
+$1,691.28 
SPB Spectrum Brands Holdings Inc.
+0.29%
+$6,642.22 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.29%
+$18,431.57 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$4,870.6 
SYF Synchrony Financial
+0.28%
+$11,216.1 
AGI Alamos Gold Inc.
+0.28%
+$1,644.32 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.28%
+$2,962.82 
HLT Hilton Worldwide Holdings Inc.
+0.28%
+$2,214.88 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.28%
+$913.42 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.27%
+$2,775.33 
THIR Thor Index Rotation ETF
+0.27%
+$1,001.07 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.26%
+$1,742.25 
CR Crane NXT Co.
+0.26%
+$45,891.84 
YUMC Yum China Holdings Inc.
+0.26%
+$2,820.14 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.26%
+$4,120.2 
EQIX Equinix, Inc.
+0.26%
+$10,074.05 
SCHA Schwab U.S. Small-Cap ETF
+0.25%
+$27,320.28 
VOO Vanguard S&P 500 ETF
+0.25%
+$321,640.8 
IWB iShares Russell 1000 ETF
+0.24%
+$9,673.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1.16M 
CNC Centene Corporation
+0.24%
+$778.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.24%
+$20,125.6 
BWXT Bwx Technologies Inc.
+0.24%
+$2,435.46 
ESGU iShares ESG Aware MSCI USA ETF
+0.24%
+$4,303.65 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$161,177.22 
IVV iShares Core S&P 500 ETF
+0.24%
+$65,155.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.24%
+$4,693.84 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.23%
+$1,827.66 
WELL Welltower Inc.
+0.23%
+$87,080.49 
BCIL Bancreek International Large Cap ETF
+0.23%
+$606.95 
MGC Vanguard Mega Cap ETF
+0.23%
+$6,777.5 
BNY BlackRock New York Municipal Income Trust
+0.23%
+$49,653 
MSGS Madison Square Garden Sports Corp.
+0.23%
+$6,245.33 
A Agilent Technologies Inc.
+0.23%
+$1,881.84 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$88,512.71 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.22%
+$1,789.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$5,554.33 
CGUS Capital Group Core Equity ETF
+0.22%
+$3,536.85 
BBIO BridgeBio Pharma, Inc.
+0.21%
+$47,237.93 
GEHC GE HealthCare Technologies Inc.
+0.21%
+$1,390.1 
LSTR Landstar System Inc.
+0.21%
+$4,112.59 
MPLX MPLX LP
+0.21%
+$1,400.39 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.21%
+$16,032.6 
IYY iShares Dow Jones U.S. ETF
+0.21%
+$1,818.75 
USB U.S. Bancorp
+0.2%
+$14,997.87 
COF Capital One Financial Corporation
+0.2%
+$15,652 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$4,668.68 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$3,045.02 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.18%
+$1,465.53 
IHF iShares U.S. Healthcare Providers ETF
+0.18%
+$743.09 
EME EMCOR Group, Inc.
+0.18%
+$40,516.99 
NVIR Horizon Kinetics Energy and Remediation ETF
+0.17%
+$593.72 
AES AES Corporation
+0.17%
+$756.12 
VVR Invesco Senior Income Trust
+0.17%
+$77 
HCA HCA Healthcare Inc.
+0.16%
+$5,186.49 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.16%
+$36,338.94 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.15%
+$9,182.58 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.15%
+$11,028.7 
CWEN Clearway Energy Inc.
+0.15%
+$759.25 
SJM The J.M. Smucker Company
+0.14%
+$482.72 
SPHQ Invesco S&P 500 Quality ETF
+0.14%
+$2,054.64 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$124,719.16 
VT Vanguard Total World Stock ETF
+0.14%
+$2,226 
MO Altria Group, Inc.
+0.14%
+$15,433.4 
KVUE Kenvue Inc.
+0.13%
+$6,324.5 
C Citigroup Inc.
+0.13%
+$34,906.43 
DFAU Dimensional US Core Equity Market ETF
+0.13%
+$851.11 
ET Energy Transfer L.P.
+0.12%
+$1,023.53 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.12%
+$641.75 
DRIV Global X Autonomous & Electric Vehicles ETF
+0.12%
+$1,347.44 
CSMD Congress SMid Growth ETF
+0.12%
+$10,881.6 
IWO iShares Russell 2000 Growth ETF
+0.12%
+$9,108 
FUN Six Flags Entertainment Corporation
+0.11%
+$1,109 
VONE Vanguard Russell 1000 ETF
+0.11%
+$349.22 
UBER Uber Technologies, Inc.
+0.11%
+$20,050.96 
VTWG Vanguard Russell 2000 Growth ETF
+0.11%
+$16,261.2 
SCHM Schwab U.S. Mid-Cap ETF
+0.1%
+$8,001.84 
IRM Iron Mountain Inc.
+0.1%
+$6,594 
DLX Deluxe Corporation
+0.1%
+$316.5 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.1%
+$3,375 
XMMO Invesco S&P MidCap Momentum ETF
+0.1%
+$15,982.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.09%
+$1,690.03 
ADSK Autodesk, Inc.
+0.09%
+$2,450.48 
CGDV Capital Group Dividend Value ETF
+0.09%
+$19,762.11 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$8,036.47 
VO Vanguard Mid-Cap ETF
+0.08%
+$6,953.44 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.08%
+$3,285.97 
EA Electronic Arts Inc.
+0.08%
+$4,588.61 
HALO Halozyme Therapeutics Inc.
+0.08%
+$14,710.62 
CVS CVS Health Corporation
+0.07%
+$19,796 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.07%
+$1,354.4 
BKLN Invesco Senior Loan ETF
+0.07%
+$3,929.21 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.06%
+$137.03 
ACWI iShares MSCI ACWI ETF
+0.06%
+$7,096.6 
PEN Penumbra Inc.
+0.06%
+$12,225.74 
TGT Target Corporation
+0.06%
+$2,239.47 
L Loews Corporation
+0.05%
+$170.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$772.9 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$5,283.78 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$284 
EMLP First Trust North American Energy Infrastructure Fund
+0.04%
+$1,065.76 
PFFV Global X Variable Rate Preferred ETF
+0.04%
+$1,621.87 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.04%
+$256.57 
XMHQ Invesco S&P MidCap Quality ETF
+0.04%
+$276.75 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$1,073.06 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$1,204.06 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$192.81 
JNK SPDR Bloomberg High Yield Bond ETF
+0.03%
+$148.2 
BCPC Balchem Corporation
+0.02%
+$1,828.72 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.02%
+$49.42 
MORN Morningstar, Inc.
+0.02%
+$561.58 
CTSH Cognizant Technology Solutions Corporation
+0.02%
+$263.73 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$919.96 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$126.35 
JPHY JPMorgan Active High Yield ETF
+0.02%
+$398.47 
CLOA iShares AAA CLO ETF
+0.02%
+$80.62 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.02%
+$257.13 
AADR Advisorshares Dorsey Wright ADR ETF
+0.02%
+$66.31 
CPRT Copart Inc.
+0.02%
+$605.48 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$4,402.73 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$12,542.49 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$172.8 
SU Suncor Energy Inc.
+0.02%
+$1,318.56 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$447.51 
RRC Range Resources Corporation
+0.01%
+$545.74 
MGNR American Beacon GLG Natural Resources ETF
+0.01%
+$490.32 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$71.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$210.75 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.01%
+$311.01 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$1,318.96 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$307.58 
IXUS iShares Core International Stock ETF
+0.01%
+$174.38 
IWM iShares Russell 2000 ETF
0%
+$177.63 
ANSS Ansys, Inc.
0%
$0 
AZEK The Azek Company Inc.
0%
$0 
AZN
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
FISK Empire State Realty OP, L.P. Series 250 Operating Partnership Units Representing Limited Partnership Interests
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
+$0.47 
HSII Heidrick & Struggles International Inc.
0%
$0 
HYBL SPDR Blackstone High Income Fund
0%
$0 
HYSA BondBloxx USD High Yield Bond Sector Rotation ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
INDE Matthews India Active ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
K Kellanova Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
MSTU
0%
$0 
PINC Premier Inc.
0%
$0 
SCWO 374Water Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
FNGR Fingermotion Inc.
-11.8%
-$2,927.3 
HDB HDFC Bank Limited ADR
-10.1%
-$42,464.11 
RYAAY Ryanair Holdings plc American Depositary Receipt
-6.02%
-$17,149.58 
CAVA Cava Group Inc.
-5.95%
-$357,833.39 
PESI Perma-Fix Environmental Services Inc.
-5.9%
-$31,399.75 
CISO Ciso Global Inc.
-5.32%
-$385.41 
DIN Dine Brands Global Inc.
-5.1%
-$37,245.56 
PLRX Pliant Therapeutics Inc.
-4.78%
-$10,995.6 
GPI Group 1 Automotive Inc.
-4.78%
-$669,541.14 
UTI Universal Technical Institute Inc.
-4.54%
-$460,524.99 
WHR Whirlpool Corporation
-4.32%
-$83,857.95 
KNF Knife River Corporation
-3.63%
-$277,716.23 
WBD Warner Bros. Discovery, Inc.
-3.46%
-$35,661.78 
CMG Chipotle Mexican Grill, Inc.
-3.43%
-$475,001.92 
KKR KKR & Co. Inc.
-3.39%
-$21,638.34 
UPS United Parcel Service, Inc.
-3.3%
-$235,485.39 
DRI Darden Restaurants, Inc.
-3%
-$68,605.3 
DHI D.R. Horton, Inc.
-2.96%
-$245,701.09 
LEG Leggett & Platt, Inc.
-2.95%
-$30,680.97 
SON Sonoco Products Co.
-2.93%
-$25,457.76 
DECK Deckers Outdoor Corporation
-2.91%
-$261,057.2 
LPL Lg Display Co., Ltd. - ADR
-2.89%
-$1,558.76 
MHK Mohawk Industries, Inc.
-2.84%
-$8,479.75 
TFC Truist Financial Corporation
-2.84%
-$55,688.75 
ARES Ares Management Corporation
-2.8%
-$10,405.12 
CLF Cleveland-Cliffs Inc.
-2.75%
-$5,652.59 
CRH CRH plc
-2.73%
-$15,806.23 
APOG Apogee Enterprises Inc.
-2.68%
-$5,678.2 
GSK GSK plc Sponsored ADR
-2.68%
-$35,123.6 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.66%
-$16,590.06 
UAMY United States Antimony Corporation
-2.66%
-$20,300 
GRBK Green Brick Partners Inc.
-2.64%
-$6,816 
MYE Myers Industries Inc.
-2.54%
-$15,818.96 
RPM RPM International Inc.
-2.49%
-$37,156.84 
NUE Nucor Corporation
-2.48%
-$48,850.14 
AAPL Apple Inc.
-2.48%
-$15.9M 
CRK Comstock Resources Inc.
-2.47%
-$15,307.05 
RLAY Relay Therapeutics Inc.
-2.41%
-$89,310.24 
ESRT Empire State Realty Trust Inc.
-2.34%
-$4,143.69 
CG The Carlyle Group Inc.
-2.32%
-$95,880.56 
URI United Rentals, Inc.
-2.31%
-$300,128.4 
MTD Mettler-Toledo International Inc.
-2.3%
-$16,757.84 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.25%
-$56,228.1 
LECO Lincoln Electric Holdings, Inc.
-2.25%
-$99,389.14 
MLM Martin Marietta Materials, Inc.
-2.25%
-$717,914.08 
BX Blackstone Inc.
-2.23%
-$68,313.37 
ORCL Oracle Corporation
-2.23%
-$477,343.67 
NFLX Netflix, Inc.
-2.23%
-$408,003 
WAT Waters Corporation
-2.21%
-$17,255.04 
DELL Dell Technologies Inc.
-2.21%
-$2.2M 
LGND Ligand Pharmaceuticals Inc.
-2.19%
-$628,345.14 
FAST Fastenal Co.
-2.19%
-$218,291.06 
SMPL Simply Good Foods Co.
-2.17%
-$20,487.12 
FTAI FTAI Aviation Ltd.
-2.14%
-$8,911.48 
BN Brookfield Corporation
-2.13%
-$36,571.32 
PFGC Performance Food Group Co.
-2.12%
-$17,945.5 
WY Weyerhaeuser Company
-2.1%
-$30,598.21 
BC Brunswick Corporation
-2.1%
-$19,085.17 
ELDN Eledon Pharmaceuticals Inc.
-2.09%
-$850 
UAA Under Armour Inc.
-2.09%
-$3,016.92 
MFIC MidCap Financial Investment Corporation
-2.04%
-$15,255.6 
EMR Emerson Electric Co.
-2.04%
-$90,343.24 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.03%
-$12,597 
MHO M/I Homes Inc.
-2.03%
-$89,930.4 
SEPN Septarna Inc.
-1.97%
-$8,292.37 
LOW Lowe's Companies Inc.
-1.96%
-$330,136.62 
MS Morgan Stanley
-1.96%
-$148,227.15 
NVS Novartis AG Sponsored ADR
-1.96%
-$226,773.4 
TD The Toronto-Dominion Bank
-1.96%
-$16,228.52 
OTTR Otter Tail Corporation
-1.94%
-$11,030.32 
CP Canadian Pacific Kansas City Limited
-1.93%
-$84,878.14 
FDX FedEx Corporation
-1.92%
-$314,325.72 
WTS Watts Water Technologies Inc.
-1.91%
-$10,430.58 
XHB SPDR S&P Homebuilders ETF
-1.9%
-$19,586.48 
CNS Cohen & Steers Inc.
-1.9%
-$139,261.78 
MRK Merck & Co., Inc.
-1.9%
-$665,023.26 
CPNG Coupang Inc.
-1.9%
-$12,067.02 
PEP PepsiCo, Inc.
-1.89%
-$109,966.22 
KMX CarMax Inc.
-1.88%
-$5,265 
GE General Electric Company
-1.88%
-$256,174.17 
MAIN Main Street Capital Corporation
-1.86%
-$5,529.04 
SOLV Solventum Corporation
-1.86%
-$6,606.25 
PKG Packaging Corporation of America
-1.83%
-$22,545.64 
AMT American Tower Corporation
-1.82%
-$51,406.98 
LLY Eli Lilly and Company
-1.82%
-$1.05M 
FNF Fidelity National Financial, Inc.
-1.81%
-$7,095.42 
TPG TPG Inc.
-1.81%
-$612,682.25 
WCC Wesco International Inc.
-1.81%
-$7,707.72 
GWW W.W. Grainger, Inc.
-1.8%
-$12,565.11 
CL Colgate-Palmolive Company
-1.8%
-$285,752.03 
TSLA Tesla, Inc.
-1.79%
-$317,519.2 
DOV Dover Corporation
-1.78%
-$25,597.75 
HSIC Henry Schein, Inc.
-1.78%
-$9,222.51 
HD The Home Depot, Inc.
-1.77%
-$812,403.94 
CCI Crown Castle Inc.
-1.76%
-$6,994.48 
NGG National Grid plc Sponsored ADR
-1.75%
-$7,454.37 
SWK Stanley Black & Decker Inc.
-1.74%
-$5,768.18 
JLL Jones Lang LaSalle Inc.
-1.73%
-$17,402.01 
ATR AptarGroup, Inc.
-1.72%
-$135,084.63 
CSX CSX Corporation
-1.68%
-$14,215.4 
HTZ Hertz Global Holdings, Inc.
-1.67%
-$325.41 
CBRE CBRE Group Inc.
-1.66%
-$16,473.7 
ITW Illinois Tool Works Inc.
-1.66%
-$57,907.44 
BOOT Boot Barn Holdings, Inc.
-1.65%
-$169,319.58 
TILE Interface Inc.
-1.65%
-$178,280.86 
WMT Walmart Inc.
-1.64%
-$192,170.62 
CARR Carrier Global Corporation
-1.63%
-$16,887.36 
HPQ HP Inc.
-1.63%
-$7,400.16 
DE Deere & Company
-1.63%
-$100,100.29 
BKNG Booking Holdings Inc.
-1.61%
-$17,666 
CC Chemours Co.
-1.6%
-$2,926.56 
NGVT Ingevity Corporation
-1.58%
-$14,697.87 
UNP Union Pacific Corporation
-1.58%
-$132,362.73 
BDX Becton, Dickinson and Company
-1.56%
-$18,119.94 
ECL Ecolab Inc.
-1.54%
-$423,361.81 
USFD US Foods Holding Corp
-1.54%
-$216,634.5 
MTX Minerals Technologies Inc.
-1.53%
-$25,231 
VNT Vontier Corporation
-1.52%
-$3,559.48 
BA Boeing Company
-1.51%
-$43,866.63 
BIIB Biogen Inc.
-1.5%
-$12,646.52 
AWK American Water Works Company, Inc.
-1.48%
-$23,567.88 
ABCB Ameris Bancorp
-1.48%
-$170,721.92 
SBAC SBA Communications Corporation
-1.47%
-$15,220.36 
AZO AutoZone Inc.
-1.47%
-$10,498.62 
XYL Xylem Inc.
-1.47%
-$5,976 
ORLY O'Reilly Automotive Inc.
-1.46%
-$346,620.96 
SHW The Sherwin-Williams Company
-1.46%
-$42,682.71 
AMCR Amcor plc
-1.46%
-$3,172.35 
LKQ LKQ Corporation
-1.46%
-$50,938.74 
LEN Lennar Corporation
-1.44%
-$33,899.36 
JNJ Johnson & Johnson
-1.43%
-$369,314.29 
DTE DTE Energy Company
-1.41%
-$11,447.08 
PJT PJT Partners Inc.
-1.41%
-$179,780.7 
CBT Cabot Corporation
-1.38%
-$3,781.25 
GPC Genuine Parts Company
-1.38%
-$107,562.37 
CAT Caterpillar Inc.
-1.38%
-$889,304.75 
GRMN Garmin Ltd.
-1.38%
-$137,579.36 
BIZD VanEck BDC Income ETF
-1.38%
-$9,169.83 
VLY Valley National Bancorp
-1.37%
-$8,060.4 
CIVI Civitas Resources Inc.
-1.37%
-$3,027.46 
ED Consolidated Edison, Inc.
-1.36%
-$40,922.91 
HSBC HSBC Holdings plc Sponsored ADR
-1.36%
-$12,510.84 
MRP Millrose Properties Inc.
-1.36%
-$7,735.6 
SNY Sanofi American Depositary Receipt
-1.35%
-$8,320.57 
SKY Skyline Champion Corporation
-1.35%
-$107,362.24 
CTAS Cintas Corporation
-1.34%
-$520,833.5 
GNTX Gentex Corporation
-1.33%
-$15,988.37 
MAS Masco Corporation
-1.33%
-$3,885 
NSC Norfolk Southern Corporation
-1.33%
-$49,399.75 
CDW CDW Corporation
-1.32%
-$43,903.08 
PLD Prologis Inc.
-1.31%
-$45,416.38 
BAX Baxter International Inc.
-1.3%
-$10,972.52 
NI NiSource Inc.
-1.3%
-$18,211.2 
TAN Invesco Solar ETF
-1.3%
-$88,662.7 
BLDR Builders FirstSource, Inc.
-1.29%
-$4,185.6 
LRCX Lam Research Corporation
-1.28%
-$124,411.69 
DIS The Walt Disney Company
-1.27%
-$194,340.24 
MDLZ Mondelez International, Inc.
-1.27%
-$125,313.62 
PNC The PNC Financial Services Group, Inc.
-1.27%
-$594,511.47 
DKNG DraftKings Inc.
-1.26%
-$6,560.82 
CCL Carnival Corporation Ltd.
-1.25%
-$11,409.42 
SHEL Shell plc
-1.24%
-$26,553.96 
CSW CSW Industrials Inc.
-1.23%
-$106,209.95 
PPG PPG Industries Inc.
-1.22%
-$3,955.38 
SFM Sprouts Farmers Market, Inc.
-1.21%
-$64,712.46 
PPL PPL Corporation
-1.21%
-$16,959.19 
KLAC KLA Corporation
-1.2%
-$36,133.5 
TRNO Terreno Realty Corporation
-1.19%
-$201,213.9 
ATEC Alphatec Holdings Inc.
-1.17%
-$9,272.2 
LYTS Lsi Industries Inc.
-1.17%
-$6,452.6 
ZBH Zimmer Biomet Holdings, Inc.
-1.17%
-$8,789.44 
EXPE Expedia Group, Inc.
-1.16%
-$14,723.33 
SLG SL Green Realty Corp.
-1.15%
-$9,192.16 
ENTG Entegris, Inc.
-1.14%
-$60,936.91 
AVY Avery Dennison Corporation
-1.13%
-$35,318.53 
FSS Federal Signal Corp.
-1.13%
-$79,399.7 
PEG Public Service Enterprise Group Incorporated
-1.11%
-$17,317.12 
MDU MDU Resources Group, Inc.
-1.11%
-$16,357.88 
WEC WEC Energy Group Inc.
-1.11%
-$9,907.38 
WFC Wells Fargo & Company
-1.11%
-$34,952.98 
FLGB Franklin FTSE United Kingdom ETF
-1.11%
-$348,771.2 
FCN Fti Consulting Inc.
-1.09%
-$22,182.36 
RACE Ferrari N.V.
-1.09%
-$4,549.87 
HOPE Hope Bancorp Inc.
-1.09%
-$2,178.45 
CHTR Charter Communications Inc
-1.09%
-$1,349.92 
F Ford Motor Company
-1.09%
-$10,424.68 
SNA Snap-on Inc.
-1.09%
-$72,516.81 
FERG Ferguson Enterprises Inc
-1.09%
-$8,419.32 
WTRG Essential Utilities Inc.
-1.08%
-$3,728.53 
TKO Tko Group Holdings Inc.
-1.07%
-$144,087.94 
BRBR BellRing Brands Inc.
-1.07%
-$4,721.86 
LH Labcorp Holdings Inc.
-1.07%
-$17,703.1 
H Hyatt Hotels Corporation
-1.07%
-$4,818.48 
SAN Banco Santander S.A. Sponsored ADR
-1.07%
-$5,275.39 
QLYS Qualys, Inc.
-1.07%
-$7,823.4 
DB Deutsche Bank AG
-1.06%
-$8,625 
AEP American Electric Power Company, Inc.
-1.06%
-$10,055.29 
NEE NextEra Energy, Inc.
-1.05%
-$324,797.49 
D Dominion Energy, Inc.
-1.04%
-$171,668.9 
WAL Western Alliance Bancorporation
-1.04%
-$35,389.31 
BLK BlackRock, Inc.
-1.04%
-$52,228.06 
EQT EQT Corporation
-1.02%
-$5,359.56 
AON Aon plc
-1.01%
-$34,276.08 
ASB Associated Banc-Corp
-1%
-$10,880.73 
RVMD Revolution Medicines Inc.
-0.99%
-$34,262 
ARCC Ares Capital Corporation
-0.99%
-$110,071.18 
GIS General Mills, Inc.
-0.99%
-$14,367.75 
PSA Public Storage Common Stock
-0.98%
-$5,471.86 
EBC Eastern Bankshares, Inc.
-0.98%
-$12,042.45 
KRE SPDR S&P Regional Banking ETF
-0.98%
-$6,324 
NWG NatWest Group plc Sponsored ADR
-0.98%
-$5,606.65 
EVLV Evolv Technologies Holdings, Inc.
-0.97%
-$693.77 
EWU iShares MSCI United Kingdom ETF
-0.97%
-$10,730.72 
RC Ready Capital Corporation
-0.97%
-$413.85 
EXC Exelon Corporation
-0.95%
-$7,983.8 
NKE Nike, Inc. - Class B
-0.95%
-$8,319.09 
BAC Bank of America Corporation
-0.94%
-$111,690.3 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-0.93%
-$2,915.1 
XLB Materials Select Sector SPDR Fund
-0.92%
-$13,725.87 
JXN Jackson Financial Inc.
-0.92%
-$7,845.91 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$29,835.14 
PAVE Global X U.S. Infrastructure Development ETF
-0.91%
-$714,576.3 
RSG Republic Services, Inc.
-0.9%
-$8,558 
LCII LCI Industries Inc.
-0.9%
-$21,139.21 
IYT iShares U.S. Transportation ETF
-0.89%
-$10,959.67 
LRN Stride, Inc.
-0.88%
-$54,566.05 
LNC Lincoln National Corporation
-0.88%
-$73,919.71 
FHI Federated Hermes Inc.
-0.87%
-$10,155.12 
PHO Invesco Water Resources ETF
-0.86%
-$8,966.06 
STE STERIS plc
-0.86%
-$118,944.37 
HE Hawaiian Electric Industries Inc.
-0.85%
-$25,635.34 
SMP Standard Motor Products, Inc.
-0.85%
-$4,030.95 
VAW Vanguard Materials ETF
-0.85%
-$11,555.5 
MET MetLife Inc.
-0.85%
-$33,848.8 
LAUR Laureate Education Inc.
-0.85%
-$43,545.7 
CCJ Cameco Corporation
-0.84%
-$3,044.88 
ES Eversource Energy
-0.83%
-$4,952.56 
KAI Kadant Inc.
-0.83%
-$1,811.16 
CFR Cullen/Frost Bankers Inc.
-0.83%
-$7,935.42 
SAFT Safety Insurance Group Inc.
-0.82%
-$15,833.77 
ETR Entergy Corporation
-0.82%
-$3,446.58 
SYY Sysco Corporation
-0.81%
-$38,677.07 
O Realty Income Corporation
-0.81%
-$8,817.08 
PFE Pfizer Inc.
-0.8%
-$141,681.4 
KBWB Invesco KBW Bank ETF
-0.79%
-$533,425.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.79%
-$2,962.07 
MCK McKesson Corporation
-0.79%
-$73,203.31 
CFG Citizens Financial Group, Inc.
-0.79%
-$11,035.2 
VTRS Viatris Inc.
-0.78%
-$3,010.36 
WST West Pharmaceutical Services, Inc.
-0.77%
-$4,378.02 
PG Procter & Gamble Co
-0.77%
-$223,196.6 
CAH Cardinal Health Inc.
-0.74%
-$31,715.2 
IBB iShares Biotechnology ETF
-0.74%
-$13,440.02 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$140,218.53 
UFPI UFP Industries, Inc.
-0.74%
-$3,177.9 
SNPS Synopsys, Inc.
-0.73%
-$109,954.62 
ELS Equity Lifestyle Properties Inc.
-0.73%
-$5,196.48 
CON Concentra Group Holdings Inc.
-0.73%
-$2,543.57 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.73%
-$316,320.87 
ASIX AdvanSix Inc.
-0.72%
-$6,608.55 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.72%
-$464,662.47 
XBI SPDR S&P Biotech ETF
-0.72%
-$24,881.28 
HEI Heico Corporation
-0.7%
-$71,446.86 
OPLN Openlane Inc.
-0.7%
-$6,985.27 
MCO Moody's Corporation
-0.69%
-$129,066.21 
ILMN Illumina, Inc.
-0.69%
-$3,694.08 
IDXX IDEXX Laboratories, Inc.
-0.68%
-$18,845.16 
VHT Vanguard Health Care ETF
-0.68%
-$246,947.83 
SO The Southern Company
-0.68%
-$19,734 
PCAR PACCAR Inc.
-0.68%
-$25,274.54 
ECG Everus Construction Group, Inc.
-0.68%
-$8,946.83 
GILD Gilead Sciences Inc.
-0.68%
-$91,557.13 
FHLC Fidelity MSCI Health Care Index ETF
-0.68%
-$11,011.81 
COST Costco Wholesale Corporation
-0.68%
-$27,984.45 
SBRA Sabra Health Care REIT, Inc.
-0.67%
-$2,861.46 
FR First Industrial Realty Trust Inc.
-0.67%
-$5,982.76 
PH Parker-Hannifin Corporation
-0.66%
-$349,883.19 
WSO Watsco Inc.
-0.66%
-$2,295.18 
IFRA iShares U.S. Infrastructure
-0.66%
-$61,149.74 
MLI Mueller Industries Inc.
-0.66%
-$2,839.98 
IYH iShares U.S. Healthcare ETF
-0.66%
-$20,076.62 
VGK Vanguard FTSE Europe ETF
-0.66%
-$11,735.72 
FUTY Fidelity MSCI Utilities Index ETF
-0.65%
-$5,084.4 
ADBE Adobe Inc.
-0.65%
-$16,097.35 
EUFN iShares MSCI Europe Financials ETF
-0.65%
-$220,771.2 
RMD ResMed Inc.
-0.65%
-$2,160.75 
TSCO Tractor Supply Company
-0.64%
-$85,337.07 
XLV Health Care Select Sector SPDR Fund
-0.63%
-$546,113.1 
XLU Utilities Select Sector SPDR Fund
-0.63%
-$308,079.3 
SPLV Invesco S&P 500 Low Volatility ETF
-0.63%
-$2,044.8 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.62%
-$38,347.96 
TLH iShares 10-20 Year Treasury Bond ETF
-0.62%
-$3,906.48 
VPU Vanguard Utilities ETF
-0.62%
-$63,990.4 
GLPI Gaming and Leisure Properties, Inc.
-0.62%
-$3,260.32 
DHF BNY Mellon High Yield Strategies Fund
-0.62%
-$195 
OZ Belpointe PREP LLC
-0.62%
-$12,303.2 
TDY Teledyne Technologies Incorporated
-0.62%
-$14,348.43 
CBSH Commerce Bancshares, Inc.
-0.62%
-$3,245.74 
TT Trane Technologies plc
-0.61%
-$35,153.96 
IDU iShares U.S. Utilities ETF
-0.61%
-$2,349.76 
GM General Motors Company
-0.61%
-$4,387.74 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.61%
-$18,374.24 
BMI Badger Meter Inc.
-0.61%
-$60,261.11 
PRU Prudential Financial, Inc.
-0.61%
-$3,302.97 
SBUX Starbucks Corporation
-0.61%
-$6,620.8 
PK Park Hotels & Resorts Inc.
-0.6%
-$2,200.86 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.6%
-$8,474.75 
ATO Atmos Energy Corporation
-0.6%
-$11,081.24 
AME Ametek Inc.
-0.59%
-$31,858.95 
FITB Fifth Third Bancorp
-0.59%
-$24,197.96 
MEDP Medpace Holdings Inc.
-0.59%
-$45,447.37 
SGDM Sprott Gold Miners ETF
-0.59%
-$12,660.9 
BHP BHP Group Ltd.
-0.58%
-$4,734.78 
HWKN Hawkins Inc.
-0.58%
-$20,935.32 
AIG American International Group Inc.
-0.58%
-$6,807.6 
FREL Fidelity MSCI Real Estate Index ETF
-0.57%
-$12,667.9 
IYK iShares U.S. Consumer Staples ETF
-0.57%
-$30,993.12 
XLP Consumer Staples Select Sector SPDR Fund
-0.56%
-$303,103.2 
VDC VANGUARD CONSUMER STAPLES ETF
-0.56%
-$21,808.64 
CLX The Clorox Company
-0.54%
-$2,433.6 
JPM JPMorgan Chase & Co.
-0.53%
-$474,691.44 
MRSH Marsh & McLennan Companies, Inc.
-0.52%
-$12,272.1 
TRV The Travelers Companies, Inc.
-0.52%
-$34,500.66 
MGRC McGrath RentCorp
-0.52%
-$19,375.42 
IQLT iShares MSCI International Quality Factor ETF
-0.52%
-$5,648.76 
NEO NeoGenomics Inc.
-0.51%
-$1,690.5 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.51%
-$679.25 
ACIW ACI Worldwide, Inc.
-0.51%
-$47,864.89 
IDLV Invesco S&P International Developed Low Volatility ETF
-0.51%
-$6,664.86 
DFIV Dimensional International Value ETF
-0.5%
-$3,238.48 
HWM Howmet Aerospace Inc.
-0.5%
-$261,711.45 
WFC-PL Wells Fargo & Company
-0.5%
-$2,797.59 
SLB Schlumberger Limited
-0.5%
-$11,393.27 
DVY iShares Select Dividend ETF
-0.49%
-$113,758.42 
GL Globe Life Inc.
-0.48%
-$3,163.06 
GS The Goldman Sachs Group, Inc.
-0.48%
-$88,601.6 
VNQ Vanguard Real Estate ETF
-0.48%
-$181,293.6 
HLNE Hamilton Lane Inc.
-0.48%
-$1,630.8 
NMAX Newsmax Inc.
-0.48%
-$1,672.84 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.48%
-$1,694.41 
VLTO Veralto Corporation
-0.47%
-$2,131.11 
AIZ Assurant Inc.
-0.47%
-$14,700.4 
INDA ISHARES MSCI INDIA ETF
-0.47%
-$1,150 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.47%
-$64,271.25 
ALSN Allison Transmission Holdings Inc.
-0.47%
-$13,855.79 
SCHH Schwab U.S. REIT ETF
-0.47%
-$17,441.82 
DOC Healthpeak Properties, Inc.
-0.47%
-$1,796.34 
IMTM iShares MSCI International Momentum Factor ETF
-0.47%
-$2,143.2 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.47%
-$3,597.69 
COR Cencora, Inc.
-0.46%
-$38,775.61 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.46%
-$37,998.51 
CHD Church & Dwight Co., Inc.
-0.46%
-$5,211.9 
ROK Rockwell Automation, Inc.
-0.45%
-$1,859.52 
VIS Vanguard Industrials ETF
-0.45%
-$17,271.1 
TMO Thermo Fisher Scientific Inc.
-0.45%
-$72,123.84 
DFSV Dimensional US Small Cap Value ETF
-0.44%
-$2,421.82 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.44%
-$130,514.1 
VCR Vanguard Consumer Discretionary ETF
-0.44%
-$4,000.28 
PIO Invesco Global Water ETF
-0.44%
-$36,963.81 
AXP American Express Company
-0.44%
-$153,629.78 
FIDU Fidelity MSCI Industrials Index ETF
-0.43%
-$4,205.19 
AFL Aflac Inc.
-0.43%
-$86,249.88 
DHR Danaher Corporation
-0.43%
-$25,072.96 
HLI Houlihan Lokey Inc.
-0.43%
-$30,214.31 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$3,214.88 
UNH UnitedHealth Group Incorporated
-0.43%
-$76,061.54 
XLI Industrial Select Sector SPDR Fund
-0.43%
-$186,861.29 
CVLT Commvault Systems Inc.
-0.43%
-$59,154.17 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.42%
-$45,572.1 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.42%
-$1,423.3 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.42%
-$4,401.81 
DISV Dimensional International Small Cap Equity Fund
-0.41%
-$1,791.97 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$9,627.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.41%
-$174,898.82 
XSMO Invesco S&P SmallCap Momentum ETF
-0.41%
-$13,676.02 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$332,210.88 
DGRO iShares Core Dividend Growth ETF
-0.4%
-$29,731.48 
IUSV iShares Core S&P U.S. Value ETF
-0.4%
-$3,839.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.4%
-$71,234.24 
IYJ iShares U.S. Industrials ETF
-0.4%
-$3,777.15 
AVT Avnet Inc.
-0.4%
-$31,035.54 
MSCI MSCI Inc.
-0.39%
-$26,714.45 
ICF iShares Cohen & Steers Realty Majors ETF
-0.39%
-$2,559.6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$4,001.04 
ABBV AbbVie Inc.
-0.39%
-$139,249.45 
GWX SPDR S&P International Small Cap ETF
-0.38%
-$3,591.39 
PFM Invesco Dividend Achievers ETF
-0.38%
-$1,849.21 
FVD First Trust Value Line Dividend Index Fund
-0.38%
-$2,306.6 
WPC W. P. Carey Inc.
-0.38%
-$2,651.76 
BMY Bristol-Myers Squibb Company
-0.38%
-$76,891.07 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$6,312.7 
EZU iShares MSCI Eurozone ETF
-0.37%
-$161,428.77 
MTB M&T Bank Corporation
-0.37%
-$2,626.35 
EFG iShares MSCI EAFE Growth ETF
-0.37%
-$5,381.83 
SDY SPDR S&P Dividend ETF
-0.37%
-$16,254.12 
DLS WisdomTree International SmallCap Dividend Fund
-0.37%
-$34,454.94 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$7,552.01 
ITT Itt Inc.
-0.37%
-$16,159.08 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.36%
-$33,030.93 
SPBO SPDR Portfolio Corporate Bond ETF
-0.36%
-$123,889.5 
EFA iShares MSCI EAFE ETF
-0.36%
-$220,946.25 
FEZ SPDR Euro Stoxx 50 ETF
-0.36%
-$5,212.62 
VMI Valmont Industries, Inc.
-0.36%
-$31,727.85 
TROW T. Rowe Price Group, Inc.
-0.36%
-$56,018.34 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$4,081.42 
IYF iShares U.S. Financials ETF
-0.35%
-$7,152.55 
BTI British American Tobacco p.l.c. ADR
-0.35%
-$1,678.82 
VOE Vanguard Mid-Cap Value ETF
-0.35%
-$6,338.17 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.35%
-$2,675.52 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.35%
-$47,676.49 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$4,979.47 
CTVA Corteva Inc.
-0.34%
-$38,195.4 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.34%
-$1,429.78 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.34%
-$1,533.6 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$2,428.7 
CACI Caci International Inc.
-0.34%
-$53,127.92 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.33%
-$1,108.4 
GOVT iShares U.S. Treasury Bond ETF
-0.33%
-$20,186.4 
TDG TransDigm Group Inc.
-0.33%
-$1,086.71 
AMGN Amgen Inc.
-0.33%
-$94,978.8 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$90,748.98 
CGCB Capital Group Core Bond ETF
-0.33%
-$5,963.26 
PINS Pinterest, Inc. Class A
-0.32%
-$18,143.62 
DOL WisdomTree International LargeCap Dividend Fund
-0.32%
-$12,411.13 
AOA iShares Core Aggressive Allocation ETF
-0.32%
-$1,767.31 
USRT iShares Core U.S. REIT ETF
-0.32%
-$15,804.58 
FE FirstEnergy Corp.
-0.32%
-$1,527.53 
NATL NCR Atleos Corporation
-0.32%
-$1,378.05 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.32%
-$1,764.67 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.32%
-$109,932.62 
RJF Raymond James Financial Inc.
-0.31%
-$46,641.92 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$2,418.12 
CMI Cummins Inc.
-0.3%
-$4,410.87 
PRI Primerica Inc.
-0.3%
-$868.56 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.3%
-$355,276.26 
ASML ASML Holding N.V. New York Registry Shares
-0.3%
-$14,467.64 
ICLN iShares Global Clean Energy ETF
-0.3%
-$1,429.89 
IJS iShares S&P Small-Cap 600 Value ETF
-0.3%
-$20,115.01 
JCI Johnson Controls International plc
-0.3%
-$16,050.68 
DFIS Dimensional International Small Cap ETF
-0.3%
-$4,563.72 
FLGV Franklin U.S. Treasury Bond ETF
-0.3%
-$39,196.92 
HTRB Hartford Total Return Bond ETF
-0.3%
-$7,753.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$15,350.17 
DFIC Dimensional International Core Equity Market ETF
-0.29%
-$3,208.81 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$3,035.63 
ADM Archer-Daniels-Midland Co
-0.29%
-$3,310.25 
UITB VictoryShares Core Intermediate Bond ETF
-0.29%
-$4,811.13 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$20,748.96 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$1,355.84 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$206,661.63 
FBND Fidelity Total Bond ETF
-0.29%
-$18,729.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$55,466.35 
AUSF Global X Adaptive U.S. Factor ETF
-0.29%
-$880.15 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$7,300.9 
OSK Oshkosh Corporation
-0.28%
-$7,780.57 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.28%
-$1,213.18 
RDY Dr. Reddy's Laboratories Ltd.
-0.28%
-$992.53 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.28%
-$52,149.01 
FENI Fidelity Enhanced International ETF
-0.28%
-$37,810.08 
DFCF Dimensional Core Fixed Income ETF
-0.27%
-$613.64 
ZTS Zoetis Inc.
-0.27%
-$18,166.26 
MCD McDonald's Corporation
-0.27%
-$61,518.67 
IDMO Invesco S&P International Developed Momentum ETF
-0.27%
-$704.8 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$6,552.9 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.27%
-$617.49 
EVV Eaton Vance Limited Duration Income Fund
-0.27%
-$494.25 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$13,516.5 
EQIN Columbia U.S. Equity Income ETF
-0.27%
-$1,331.96 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.27%
-$4,643.25 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$44,494.41 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$707.4 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$2,435.09 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.27%
-$836.25 
LIN Linde plc
-0.26%
-$59,644.35 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.26%
-$602.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$44,004.58 
FDS FactSet Research Systems Inc.
-0.26%
-$5,283.03 
POOL Pool Corporation
-0.26%
-$5,214.04 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$795.15 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.26%
-$1,786.84 
XEL Xcel Energy Inc.
-0.25%
-$4,324 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$2,996.32 
WM Waste Management, Inc.
-0.25%
-$5,385 
DFGP Dimensional Global Core Fixed Income Fund
-0.25%
-$3,423.6 
PM Philip Morris International Inc.
-0.25%
-$29,961.45 
HDV iShares Core High Dividend ETF
-0.25%
-$4,466 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.25%
-$1,215.34 
DFAS Dimensional U.S. Small Cap ETF
-0.25%
-$1,958.2 
MSI Motorola Solutions, Inc.
-0.25%
-$42,038.28 
JBTM JBT Marel Corporation
-0.25%
-$18,116.34 
IGOV iShares International Treasury Bond ETF
-0.24%
-$1,379.2 
TSEC Touchstone Securitized Income ETF
-0.24%
-$833.3 
DBND DoubleLine Opportunistic Bond ETF
-0.24%
-$11,065.89 
IWN iShares Russell 2000 Value ETF
-0.24%
-$32,904.9 
VTWV Vanguard Russell 2000 Value Index Fund
-0.24%
-$25,500.32 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$7,600.27 
MBB iShares MBS ETF
-0.24%
-$15,170.56 
DIHP Dimensional International High Profitability Portfolio
-0.24%
-$1,523.68 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.24%
-$11,430.91 
QDF FlexShares Quality Dividend Index Fund
-0.23%
-$652.39 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.23%
-$890.12 
DUHP Dimensional US High Profitability ETF
-0.23%
-$2,335.1 
VZ Verizon Communications Inc.
-0.23%
-$71,966.19 
DMBS DoubleLine Mortgage ETF
-0.23%
-$71,914.49 
FNDF Schwab Fundamental International Large Company Index ETF
-0.23%
-$59,843.16 
MLN VanEck Long Muni ETF
-0.23%
-$423.08 
VONV Vanguard Russell 1000 Value Index Fund
-0.22%
-$98,392.56 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.22%
-$4,579 
IEI iShares 3-7 Year Treasury Bond ETF
-0.22%
-$3,789.81 
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$20,415.12 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.21%
-$12,125.39 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$155,081.28 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.21%
-$608.49 
NET Cloudflare Inc.
-0.21%
-$31,395.98 
SCHP Schwab U.S. TIPS ETF
-0.21%
-$7,909.33 
IWD iShares Russell 1000 Value ETF
-0.21%
-$48,849.81 
TIP iShares TIPS Bond ETF
-0.21%
-$30,392.55 
TXRH Texas Roadhouse Inc.
-0.21%
-$20,764.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$47,225.78 
BNDX Vanguard Total International Bond ETF
-0.21%
-$5,179 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.2%
-$1,384.96 
GVI iShares Intermediate Government Bond ETF
-0.2%
-$10,281.73 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.2%
-$17,701.7 
MLR Miller Industries Inc.
-0.2%
-$2,312.5 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.2%
-$2,800.87 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.2%
-$1,900.8 
CSCO Cisco Systems, Inc.
-0.2%
-$116,740.8 
KO The Coca-Cola Company
-0.2%
-$185,497.92 
MGV Vanguard Mega Cap Value ETF
-0.2%
-$1,923.39 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.19%
-$572.88 
ALC Alcon Inc.
-0.19%
-$2,239.38 
BGRN iShares USD Green Bond ETF
-0.19%
-$488.07 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.19%
-$2,658.4 
BKR Baker Hughes Company
-0.19%
-$2,152.39 
XLF Financial Select Sector SPDR Fund
-0.19%
-$302,354.33 
CAFX Congress Intermediate Bond ETF
-0.18%
-$121,921.86 
MOD Modine Manufacturing Company
-0.18%
-$7,121.94 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$3,247.42 
GLDM SPDR Gold MiniShares Trust
-0.18%
-$132,637.68 
EW Edwards Lifesciences Corporation
-0.17%
-$1,836.15 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.17%
-$4,099.86 
GNRC Generac Holdings Inc.
-0.17%
-$27,992.72 
INGR Ingredion Inc.
-0.17%
-$406 
FNCL Fidelity MSCI Financials Index ETF
-0.17%
-$42,157.53 
IAU iShares Gold Trust
-0.17%
-$822.62 
GLD SPDR Gold Shares
-0.16%
-$22,710.6 
QUAL iShares MSCI USA Quality Factor ETF
-0.16%
-$6,466.18 
DGCB Dimensional Global Credit Fund
-0.16%
-$1,688.78 
VTV Vanguard Value ETF
-0.16%
-$93,330 
HLN Haleon Plc - ADR
-0.15%
-$376.12 
YUM Yum! Brands, Inc.
-0.15%
-$3,406.92 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.15%
-$2,149.09 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.15%
-$557.36 
MAR Marriott International Inc. - Class A
-0.14%
-$4,070.4 
AJG Arthur J. Gallagher & Co.
-0.14%
-$26,166.12 
BRO Brown & Brown Inc.
-0.14%
-$11,231.2 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$97,914.31 
JHMM John Hancock Multifactor Mid Cap ETF
-0.14%
-$1,676.95 
FLMI Franklin Dynamic Municipal Bond ETF
-0.14%
-$481.03 
IAUM iShares Gold Trust Micro
-0.14%
-$4,178.4 
SCHF Schwab International Equity ETF
-0.14%
-$12,703.55 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.13%
-$44,757.9 
SIXA ETC 6 Meridian Mega Cap Equity ETF
-0.13%
-$836.68 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.13%
-$7,041.5 
GDX VanEck Gold Miners ETF
-0.13%
-$21,253.23 
GRNB VanEck Green Bond ETF
-0.13%
-$411.21 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$88,387.18 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.12%
-$1,214.17 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$938.11 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$8,350.26 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$479.46 
MUB iShares National Muni Bond ETF
-0.12%
-$5,450.75 
REGN Regeneron Pharmaceuticals, Inc.
-0.12%
-$1,137.54 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$178,983.16 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.11%
-$1,782.33 
EUSA iShares MSCI USA Equal Weighted ETF
-0.1%
-$579.96 
HYXF iShares ESG Advanced High Yield Fund
-0.1%
-$671.98 
JHSC John Hancock Multifactor Small Cap ETF
-0.1%
-$785.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$12,329.62 
CARY Angel Oak Income ETF
-0.1%
-$16,954.58 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,891.9 
CGSD Capital Group Short Duration Income ETF
-0.1%
-$634.4 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.1%
-$229.19 
CGMU Capital Group Municipal Income ETF
-0.09%
-$429.82 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$64,290.03 
COO The Cooper Companies, Inc.
-0.09%
-$8,792.94 
AQN Algonquin Power & Utilities Corp.
-0.09%
-$261.41 
BINC iShares Flexible Income Active ETF
-0.09%
-$5,931.63 
VGSH Vanguard Short-Term Treasury Fund
-0.09%
-$6,478.35 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$19,064.83 
SEIC SEI Investments Company
-0.08%
-$249.6 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.08%
-$13,067.59 
ADP Automatic Data Processing Inc.
-0.08%
-$5,805 
AVDV Avantis International Small Cap Value ETF
-0.08%
-$227.76 
FTSL First Trust Senior Loan ETF
-0.08%
-$765.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.07%
-$11,103.47 
KMB Kimberly-Clark Corporation
-0.07%
-$4,916.56 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$315.88 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$1,515.66 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$31,186.19 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$365.89 
MNA NYLI Merger Arbitrage ETF
-0.06%
-$488.73 
PRF Invesco FTSE RAFI US 1000 ETF
-0.06%
-$390.39 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$2,442.76 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$630.4 
HP Helmerich & Payne Inc.
-0.06%
-$625.12 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$1,158.72 
STT State Street Corp
-0.06%
-$388.81 
HIG The Hartford Insurance Group, Inc.
-0.05%
-$199.75 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$1,680.94 
AMG Affiliated Managers Group Inc.
-0.05%
-$652.46 
SPG Simon Property Group, Inc.
-0.05%
-$765.1 
FMB First Trust Managed Municipal Fund
-0.05%
-$11,708.1 
TTE TotalEnergies SE
-0.05%
-$1,429.88 
ORI Old Republic International Corp.
-0.05%
-$121.04 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.05%
-$341.52 
RECS Columbia Research Enhanced Core ETF
-0.04%
-$1,985.56 
INFY Infosys Limited
-0.04%
-$211.47 
PGC Peapack-Gladstone Financial Corporation
-0.04%
-$359 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$312.72 
VTR Ventas Inc.
-0.04%
-$259.39 
DGT SPDR Global Dow ETF
-0.04%
-$109.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$108.01 
DCRE DoubleLine Commercial Real Estate ETF
-0.04%
-$1,473.57 
JSI Janus Henderson Securitized Income ETF
-0.04%
-$45,620.58 
VB Vanguard Small-Cap ETF
-0.04%
-$21,875.35 
MBS Angel Oak Mortgage-Backed Securities ETF
-0.03%
-$17,644.81 
VTWO Vanguard Russell 2000 ETF
-0.03%
-$204.09 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$3,412.64 
PVAL Putnam Focused Large Cap Value ETF
-0.02%
-$97.03 
SPGI S&P Global Inc.
-0.02%
-$353.65 
CGIC Capital Group International Core Equity ETF
-0.01%
-$80.82 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
-0.01%
-$26.48 
CB Chubb Limited
-0.01%
-$312.72 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$982.83 
AMP Ameriprise Financial, Inc.
0%
-$126.28 
VXF Vanguard Extended Market ETF
0%
-$40.3 
KRMA Global X Conscious Companies ETF
0%
-$13.49 Events
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Dividends
Dividend Analysis
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No Data
| Trades 9953 | Longs Won 5464/9953 54% | Profit Factor 3.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.76M |
| Average Win $730,714.12 | Best Trade (Jul 19) $108.01M | Sharpe Ratio -11.86 |
| Average Loss -$239,428.44 | Worst Trade (Dec 31) -$18.81M | Z-Score -1.36 (82.92%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 4d | Expectancy $293,161.21 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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 Candace Cavalier?
The largest contributions to the portfolio's profits come from the following stocks: The Goldman Sachs Group, Inc - $122.65M, State Street Technology Select Sector SPDR ETF - $85.31M, Energy Select Sector SPDR Fund - $41.86M, Costco Wholesale Corporation - $26.55M, and GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF - $18.89M. 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: iShares 20+ Year Treasury Bond ETF - $20.14M, iShares 7-10 Year Treasury Bond ETF - $15.52M, DexCom, Inc - $13.43M, iShares Semiconductor ETF - $13.08M, and Etsy Inc - $12.62M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Candace Cavalier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $562.14M earned over time. The largest contributors to dividend income include Janus Henderson Mortgage-Backed Securities ETF - $24.8M, GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF - $20.39M, Energy Select Sector SPDR Fund - $11.66M, Janus Henderson Securitized Income ETF - $10.96M, and The Coca-Cola Company - $9.44M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Candace Cavalier's monthly returns?
Candace Cavalier's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Candace Cavalier's strategy be considered aggressive or moderate?
Candace Cavalier's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Candace Cavalier's strategy?
Candace Cavalier's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
