Clint Dunn Portfolio
Invests via Beaird Harris Wealth Management LLC | Managed by Clint Dunn
Invests via Beaird Harris Wealth Management LLC
Managed by Clint Dunn
Automatically Tracked
Clint Dunn Profile
With a proven track record in operational leadership, Clint Dunn excels in navigating complex business landscapes. He has held key positions across various industries, focusing on scaling businesses and driving performance improvements. His experience encompasses managing teams to achieve strategic objectives and fostering innovation within organizations. In the investment landscape, he is recognized for his ability to identify growth opportunities that align with market demands. His insights into organizational dynamics and commitment to enhancing efficiency make him a significant player in corporate development.
With a proven track record in operational leadership, Clint Dunn excels in navigating complex business landscapes. He has held key positions across various industries, focusing on scaling businesses and driving performance improvements. His experience encompasses managing teams to achieve strategic objectives and fostering innovation within organizations. In the investment landscape, he is recognized for his ability to identify growth opportunities that align with market demands. His insights into organizational dynamics and commitment to enhancing efficiency make him a significant player in corporate development.
Investment Philosophy & Strategy
Transformative strategies often characterize the decision-making of Clint Dunn, driven by a foundation in operational excellence. His tenure across diverse sectors emphasizes leveraging innovative approaches to maximize business potential and enhance competitive advantages. By applying insights gleaned from market dynamics, he actively seeks investments that align with both current trends and future opportunities. The focus on scaling businesses informs his strategic investments, where identifying high-growth prospects becomes paramount. His ability to lead through complexity ensures successful execution of ambitious projects.
Transformative strategies often characterize the decision-making of Clint Dunn, driven by a foundation in operational excellence. His tenure across diverse sectors emphasizes leveraging innovative approaches to maximize business potential and enhance competitive advantages. By applying insights gleaned from market dynamics, he actively seeks investments that align with both current trends and future opportunities. The focus on scaling businesses informs his strategic investments, where identifying high-growth prospects becomes paramount. His ability to lead through complexity ensures successful execution of ambitious projects.
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:
69.62%
Gain -0.47%
Monthly
0.9%
Yearly
11.33%
Drawdown
18.25%
$1.6B
Equity
Holdings
$1.6B
Investment
$1.26B
$387.71M
Profit -$4.76M
Realized
$52.32M
Unrealized
$335.39M
Dividends
$113.63M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$4.76M
Win %
69%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$340,863.22
Win %
69%
This Month
Compared to last month
Gain
0.46%
Profit
$7.25M
Win %
69%
This Year
Compared to last year
Gain
-0.08%
Profit
-$1.2M
Win %
69%
GMAB Genmab A/S American Depositary Shares
+9.5%
+$11.4 
SLB SLB N.V.
+7.35%
+$316.68 
CLF Cleveland-Cliffs Inc.
+7.2%
+$549.9 
CRWD CrowdStrike Holdings, Inc.
+7.14%
+$67.94 
NET Cloudflare, Inc. Class A Common Stock
+7.12%
+$64.89 
SMTC Semtech Corporation
+7%
+$955.38 
PANW Palo Alto Networks, Inc.
+6.96%
+$9,196.14 
VLN Valens Semiconductor Ltd.
+6.46%
+$29.93 
OKTA Okta Inc. Class A Common Stock
+5.89%
+$35.55 
OUST Ouster Inc.
+5.7%
+$303.05 
DDOG Datadog Inc. Class A
+5.58%
+$14.37 
TEM Tempus AI Inc Class A Common Stock
+5.01%
+$623.02 
ONDS Ondas Inc.
+4.82%
+$3,552.5 
OVV Ovintiv Inc.
+4.75%
+$23.03 
FANG Diamondback Energy Inc.
+4.51%
+$249.2 
WWR Westwater Resources Inc.
+4.33%
+$349.13 
DVN Devon Energy Corporation
+4.31%
+$3,767.24 
TRGP Targa Resources Corp.
+4.3%
+$1,705.65 
GH Guardant Health, Inc.
+4.08%
+$66.4 
LNG Cheniere Energy Inc.
+4.01%
+$19,975.48 
BKR Baker Hughes Company
+3.98%
+$12.81 
VCX Fundrise Innovation Fund, LLC
+3.93%
+$0.93 
COP ConocoPhillips
+3.83%
+$8,542.98 
MTG MGIC Investment Corp.
+3.64%
+$54.54 
EOG EOG Resources, Inc.
+3.63%
+$561.54 
CBRS Cerebras Systems Inc. Class A Common Stock
+3.6%
+$105.97 
FTNT Fortinet, Inc.
+3.54%
+$12.24 
STNG Scorpio Tankers Inc.
+3.48%
+$11.48 
NUTX Nutex Health Inc.
+3.39%
+$1,397.68 
TS Tenaris S.A. American Depositary Shares
+3.36%
+$7.58 
RCAT Red Cat Holdings Inc.
+3.09%
+$5.4 
GFL GFL Environmental Inc.
+3.07%
+$13.55 
JBL Jabil Inc.
+3.01%
+$233.45 
ASTS AST SpaceMobile Inc.
+2.97%
+$63.25 
AR Antero Resources Corporation
+2.89%
+$11.3 
LMT Lockheed Martin Corporation
+2.88%
+$2,431 
CVX Chevron Corporation
+2.83%
+$36,559.14 
SNOW Snowflake Inc. Common Stock
+2.78%
+$52.38 
DOW Dow Inc.
+2.77%
+$918.72 
XLE State Street Energy Select Sector SPDR ETF
+2.62%
+$161.07 
XOM ExxonMobil Holdings Corporation
+2.6%
+$42,008.87 
FIG Figma Inc. Class A Common Stock
+2.57%
+$347.2 
MRVL Marvell Technology Inc.
+2.57%
+$269.78 
MU Micron Technology Inc.
+2.56%
+$4,798.29 
CF CF Industries Holdings, Inc.
+2.52%
+$5.98 
MRAM Everspin Technologies, Inc.
+2.5%
+$6.2 
HPE Hewlett Packard Enterprise Company
+2.46%
+$4,193.28 
KMI Kinder Morgan Inc.
+2.43%
+$1,496.5 
OKE ONEOK, Inc.
+2.41%
+$71,662.34 
DMLP Dorchester Minerals, L.P. Common Units
+2.33%
+$105 
CNQ Canadian Natural Resources Ltd.
+2.32%
+$31.25 
BP BP Plc Sponsored ADR
+2.22%
+$275.28 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.12%
+$62.72 
TXN Texas Instruments Inc.
+2.09%
+$18,597.15 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.07%
+$28.38 
CGNX Cognex Corporation
+2.07%
+$236.17 
ISRG Intuitive Surgical Inc.
+2.06%
+$182.6 
SNPS Synopsys Inc.
+2%
+$8.45 
MEDP Medpace Holdings, Inc.
+1.95%
+$76.68 
AMD Advanced Micro Devices Inc.
+1.91%
+$2,832.4 
WMB The Williams Companies, Inc.
+1.9%
+$1,149.72 
LYB LyondellBasell Industries N.V.
+1.87%
+$689.3 
HONA Honeywell Aerospace Inc.
+1.86%
+$275.59 
RUM RUM Group Inc.
+1.8%
+$13.8 
ET Energy Transfer LP
+1.72%
+$459.54 
LITE Lumentum Holdings Inc.
+1.7%
+$306.72 
NEO NeoGenomics, Inc.
+1.65%
+$600.75 
EPD Enterprise Products Partners L.P.
+1.63%
+$1,774.29 
UMC United Microelectronics Corp. ADR
+1.62%
+$300 
AMRN Amarin Corporation plc ADR
+1.59%
+$138.75 
ORC Orchid Island Capital, Inc.
+1.53%
+$101.55 
INTC Intel Corporation
+1.43%
+$281.75 
BBAI BigBear.ai Holdings, Inc.
+1.41%
+$24 
EMR Emerson Electric Co.
+1.36%
+$3,701.66 
FSLR First Solar Inc.
+1.34%
+$4.58 
ADI Analog Devices, Inc.
+1.31%
+$374.44 
TER Teradyne, Inc.
+1.26%
+$3.88 
MSTR Strategy Inc.
+1.24%
+$75,945.32 
MLPA Global X MLP ETF
+1.22%
+$537.75 
DTM DT Midstream, Inc.
+1.21%
+$74.75 
ROK Rockwell Automation Inc.
+1.21%
+$5.12 
CSCO Cisco Systems, Inc.
+1.17%
+$1,621.14 
LDOS Leidos Holdings, Inc.
+1.15%
+$279.9 
SPCX Space Exploration Technologies Corp. Class A
+1.13%
+$1,156.2 
PATH UiPath, Inc. Class A Common Stock
+1.04%
+$21.75 
WRBY Warby Parker Inc. Class A Common Stock
+1.03%
+$2.12 
AMAT Applied Materials Inc.
+1.03%
+$250.9 
ABT Abbott Laboratories
+1.02%
+$744.45 
ANET Arista Networks Inc.
+0.97%
+$79.68 
IONQ IonQ, Inc.
+0.92%
+$142.5 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
+0.89%
+$701.19 
TEAM Atlassian Corporation Class A Common Stock
+0.88%
+$1.97 
SOXX iShares Semiconductor ETF
+0.88%
+$96.14 
NOW ServiceNow Inc.
+0.87%
+$82.2 
BAI iShares A.I. Innovation and Tech Active ETF
+0.87%
+$391.89 
PODD Insulet Corporation
+0.87%
+$3.87 
FLS Flowserve Corporation
+0.75%
+$53.55 
QTUM Defiance Quantum ETF
+0.75%
+$851.7 
ASML ASML Holding N.V. NY Registered Shares
+0.75%
+$361.46 
R Ryder System Inc.
+0.73%
+$15.56 
ETH Ethan Allen Interiors Inc
+0.7%
+$872.16 
CELH Celsius Holdings Inc.
+0.69%
+$1.17 
ETHW Bitwise Ethereum ETF
+0.68%
+$98.21 
AME AMETEK, Inc.
+0.67%
+$1.59 
BA The Boeing Company
+0.6%
+$367.36 
DLR Digital Realty Trust Inc.
+0.6%
+$1.02 
BHP BHP Group Ltd. Sponsored ADR
+0.59%
+$2.76 
VGT Vanguard Information Technology ETF
+0.58%
+$712.4 
RS Reliance, Inc.
+0.58%
+$2.41 
SWK Stanley Black & Decker Inc.
+0.57%
+$284.48 
MSFT Microsoft Corporation Common Stock
+0.56%
+$18,116.19 
XRP Bitwise XRP ETF
+0.55%
+$789.44 
ETHE Grayscale Ethereum Trust ETF
+0.55%
+$193.41 
HBAN HubSpot Inc.
+0.54%
+$27.29 
XLK State Street Technology Select Sector SPDR ETF
+0.54%
+$1,291.77 
SYK Stryker Corp.
+0.52%
+$11.13 
IYW iShares U.S. Technology ETF
+0.49%
+$3,056.07 
NVTS Navitas Semiconductor Corporation
+0.47%
+$69.56 
BFAM Bright Horizons Family Solutions Inc.
+0.45%
+$9,208.37 
MTUM iShares MSCI USA Momentum Factor ETF
+0.45%
+$861.3 
ALAB Astera Labs, Inc.
+0.45%
+$3.48 
ASST Strive, Inc. Class A Common Stock
+0.45%
+$128.05 
BBY Best Buy Co., Inc.
+0.42%
+$21.84 
ILMN Illumina Inc.
+0.39%
+$6.3 
EEM iShares MSCI Emerging Markets ETF
+0.39%
+$54.96 
AIQ Global X Artificial Intelligence & Technology ETF
+0.39%
+$1,082.88 
BSOL Bitwise Solana Staking Exchange Traded Product
+0.39%
+$109.17 
STT State Street Corporation Common Stock
+0.36%
+$20.13 
SUNB Sunbelt Rentals Holdings Inc.
+0.35%
+$1.1 
CAR Avis Budget Group Inc.
+0.34%
+$0.34 
ARTY iShares Future AI & Tech ETF
+0.33%
+$620.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$467.75 
ADAM Adamas Trust Inc.
+0.32%
+$0.93 
RVMD Revolution Medicines, Inc.
+0.3%
+$22.75 
RF Regions Financial Corp.
+0.28%
+$9.92 
IQV IQVIA Holdings Inc.
+0.28%
+$2.31 
VCRM Vanguard Core Tax-Exempt Bond ETF
+0.24%
+$9,697.45 
DFAE Dimensional Emerging Core Equity Market ETF
+0.23%
+$21,912.49 
GLW Corning Incorporated
+0.23%
+$444.92 
LH Labcorp Holdings Inc.
+0.22%
+$0.73 
AVEM Avantis Emerging Markets Equity ETF
+0.22%
+$105,400.22 
ARW Arrow Electronics Inc.
+0.21%
+$1.33 
SHOP Shopify Inc.
+0.21%
+$66.96 
XRPR REX-Osprey XRP ETF
+0.21%
+$88.09 
CBXJ Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
+0.18%
+$41.02 
WDAY Workday Inc Class A Common Stock
+0.18%
+$2.66 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$65,671.27 
HOPE Hope Bancorp, Inc.
+0.15%
+$0.64 
DE Deere & Company
+0.14%
+$348.68 
DFAR Dimensional US Real Estate ETF
+0.14%
+$9,043.51 
MSI Motorola Solutions, Inc.
+0.14%
+$5.2 
IDV iShares International Select Dividend ETF
+0.13%
+$38.45 
DBRG DigitalBridge Group Inc. Class A Common Stock
+0.12%
+$40.06 
MUB iShares National Muni Bond ETF
+0.12%
+$4,985.75 
VSDM Vanguard Short Duration Tax-Exempt Bond ETF
+0.12%
+$6,722.28 
SCHH Schwab U.S. REIT ETF
+0.11%
+$2.55 
ROBO ROBO Global Robotics and Automation Index ETF
+0.11%
+$246.72 
SCMB Schwab Municipal Bond ETF
+0.1%
+$4,165.3 
QQQ Invesco QQQ Trust, Series 1
+0.08%
+$273.71 
FERG Ferguson Enterprises Inc.
+0.08%
+$0.18 
UGI UGI Corporation
+0.08%
+$0.36 
EXPD Expeditors International of Washington Inc.
+0.08%
+$1.95 
ZION Zions Bancorporation, National Association
+0.07%
+$0.14 
AVRE Avantis Real Estate ETF
+0.07%
+$2,051.79 
IBM International Business Machines Corporation
+0.06%
+$164.48 
DXC DXC Technology Company
+0.06%
+$0.18 
SPOT Spotify Technology S.A.
+0.06%
+$27.65 
FNB F.N.B. Corporation
+0.06%
+$0.08 
PAG Penske Automotive Group Inc.
+0.05%
+$0.22 
VSDB Vanguard Short Duration Bond ETF
+0.05%
+$7,955.69 
HAS Hasbro Inc.
+0.05%
+$12 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$4,406.61 
QQQM Invesco NASDAQ 100 ETF
+0.04%
+$3.51 
JGRO JPMorgan Active Growth ETF
+0.04%
+$18.64 
ABBV AbbVie Inc.
+0.04%
+$361.92 
ATKR Atkore Inc.
+0.04%
+$0.04 
TFC Truist Financial Corporation
+0.04%
+$1.26 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.04%
+$5,327.7 
AVMU Avantis Core Municipal Fixed Income ETF
+0.03%
+$2,552.18 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$621.95 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$48.62 
CME CME Group Inc. Class A Common Stock
+0.02%
+$0.05 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$55.23 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.01%
+$93.32 
BNDX Vanguard Total International Bond ETF
+0.01%
+$0.74 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$3,981.92 
BEIGF BeOne Medicines Ltd.
0%
$0 
ELAN Elanco Animal Health Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BNZI Banzai International Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BPRE
BPRE
0%
$0 GMEW
GMEWS
0%
$0 G200
G2004J103
0%
$0 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
-9%
-$0.19 
T AT&T Inc.
-7.19%
-$27,247.28 
TMUS T-Mobile US Inc.
-6.87%
-$130.92 
KNSL Kinsale Capital Group, Inc.
-6.61%
-$77.46 
PBK PowerBank Corporation
-5.75%
-$2.32 
CBRE CBRE Group Inc. Class A Common Stock
-5.27%
-$166.08 
VKTX Viking Therapeutics, Inc.
-5.11%
-$3.96 
OPENL Opendoor Technologies Inc. Series A Warrant
-5.03%
-$0.1 
AAL American Airlines Group Inc.
-4.96%
-$0.62 
UAA Under Armour, Inc.
-4.61%
-$45 
PZZA Papa John's International, Inc.
-4.5%
-$69.72 
DNUT Krispy Kreme, Inc.
-4.41%
-$0.78 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-4.34%
-$0.06 
MET MetLife, Inc.
-4.31%
-$276.52 
ACN Accenture plc
-4.29%
-$12,243.35 
NVS Novartis AG Sponsored ADR
-4.22%
-$514.41 
VRSK Verisk Analytics, Inc.
-4.21%
-$77.08 
NCLH Norwegian Cruise Line Holdings Ltd.
-4.18%
-$65 
RCL Royal Caribbean Cruises Ltd.
-3.9%
-$2,441.3 
TGT Target Corp.
-3.83%
-$4,601.8 
AXP American Express Company
-3.81%
-$5,509.1 
NEM Newmont Corporation
-3.76%
-$81.51 
UAL United Airlines Holdings, Inc.
-3.75%
-$15.32 
DAL Delta Air Lines, Inc.
-3.73%
-$440.3 
UNM Unum Group
-3.69%
-$217.98 
REPL Replimune Group, Inc.
-3.67%
-$299.2 
TDG TransDigm Group Inc.
-3.67%
-$209.45 
DJT Trump Media & Technology Group Corp.
-3.63%
-$20.4 
CL Colgate-Palmolive Co.
-3.44%
-$3,963.05 
HIMS Hims & Hers Health, Inc. Class A Common Stock
-3.4%
-$752.4 
ROST Ross Stores Inc.
-3.38%
-$168 
USFD US Foods Holding Corp.
-3.35%
-$254.04 
YUM Yum! Brands, Inc.
-3.31%
-$1,333.71 
HSY The Hershey Company Common Stock
-3.26%
-$1,209.03 
TPG TPG Inc. Class A Common Stock
-3.2%
-$177.06 
HWM Howmet Aerospace Inc.
-3.11%
-$30.05 
CI The Cigna Group
-3.07%
-$5,418.18 
LLY Eli Lilly and Company
-3.05%
-$19,665.74 
UBER Uber Technologies Inc.
-3.03%
-$334.4 
BFH Bread Financial Holdings, Inc.
-3.02%
-$210.12 
BKNG Booking Holdings Inc.
-3.01%
-$29.13 
KD Kyndryl Holdings Inc.
-2.99%
-$25.48 
ORI Old Republic International Corp.
-2.98%
-$40.63 
BRBR BellRing Brands Inc.
-2.98%
-$23.2 
F Ford Motor Co.
-2.93%
-$9,092.3 
CLS Celestica Inc.
-2.92%
-$3,145.85 
INTU Intuit Inc.
-2.89%
-$123.24 
AS Amer Sports, Inc.
-2.88%
-$5.01 
PRU Prudential Financial, Inc.
-2.84%
-$13.44 
LOW Lowe's Companies, Inc.
-2.82%
-$4,783.33 
CCEP Coca-Cola Europacific Partners PLC
-2.8%
-$76.68 
JEF Jefferies Financial Group Inc.
-2.79%
-$6.37 
RDDT Reddit Inc. Class A Common Stock
-2.72%
-$8.18 
AFRM Affirm Holdings, Inc. Class A Common Stock
-2.62%
-$1.9 
HD The Home Depot, Inc.
-2.61%
-$16,649.22 
LYFT Lyft, Inc. Class A Common Stock
-2.58%
-$5.4 
CTVA Corteva Inc.
-2.57%
-$90.75 
KO The Coca-Cola Company
-2.53%
-$6,984.18 
RYAAY Ryanair Holdings plc Sponsored ADR
-2.52%
-$50.13 
PG The Procter & Gamble Company
-2.51%
-$3,719.04 
NKE Nike, Inc. Class B Common Stock
-2.47%
-$631.26 
RGA Reinsurance Group of America, Inc.
-2.42%
-$78.96 
KKR Korro Bio, Inc.
-2.41%
-$138.88 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.39%
-$274.56 
PEP PepsiCo, Inc.
-2.39%
-$3,905.07 
BMY Bristol-Myers Squibb Company
-2.38%
-$2,410.5 
NRG NRG Energy, Inc.
-2.35%
-$781.44 
DASH DoorDash, Inc. Class A Common Stock
-2.35%
-$26.19 
SYF Synchrony Financial
-2.32%
-$69.6 
GE General Electric Company
-2.29%
-$335.5 
ADBE Adobe Inc.
-2.26%
-$140.87 
GIS General Mills Inc.
-2.26%
-$334.69 
SOLV Solventum Corporation
-2.24%
-$39.2 
BRO Brown & Brown Inc.
-2.23%
-$664.34 
VFC VF Corporation
-2.23%
-$852.54 
AMG Affiliated Managers Group, Inc.
-2.23%
-$70.48 
SMCI Super Micro Computer Inc.
-2.22%
-$750 
RLI RLI Corp.
-2.21%
-$3,486.88 
ROL Rollins Inc.
-2.21%
-$56.16 
FIVE Five Below, Inc.
-2.21%
-$4.98 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-2.2%
-$46.01 
MNST Monster Beverage Corporation
-2.19%
-$289.8 
AFL Aflac Incorporated
-2.18%
-$550.42 
CAT Caterpillar Inc.
-2.15%
-$8,408.24 
FISV Fiserv, Inc.
-2.11%
-$22.49 
COIN Coinbase Global Inc. Class A Common Stock
-2.1%
-$102.99 
ALL The Allstate Corporation
-2.09%
-$81.3 
PCAR PACCAR Inc.
-2.08%
-$20.57 
VSNT Versant Media Group Inc. Class A Common Stock
-2.08%
-$42.88 
MO Altria Group, Inc.
-2.07%
-$1,680.53 
BHF Brighthouse Financial Inc.
-2.06%
-$2.87 
MCD McDonald's Corporation
-2.05%
-$2,164.23 
CVNA Carvana Co. Class A Common Stock
-2.01%
-$47.2 
POST Post Holdings, Inc. Common Stock
-2%
-$106.6 
CROX Crocs, Inc.
-2%
-$251.16 
MS Morgan Stanley Common Stock
-2%
-$741.34 
BABA Alibaba Group Holding Ltd. ADR
-1.99%
-$22.33 
UNH UnitedHealth Group Inc.
-1.98%
-$1,719.72 
PAAS Pan American Silver Corp.
-1.92%
-$71.89 
PEGA Pegasystems Inc.
-1.9%
-$109.11 
VTRS Viatris Inc.
-1.89%
-$117.6 
WY Weyerhaeuser Co.
-1.89%
-$17.62 
ALV Autoliv Inc.
-1.88%
-$4.48 
CHWY Chewy Inc. Class A Common Stock
-1.88%
-$133.98 
FBIN Fortune Brands Innovations, Inc.
-1.87%
-$96.76 
GLOB Globant S.A.
-1.86%
-$107.95 
RBLX Roblox Corp. Class A Common Stock
-1.85%
-$5 
BLK BlackRock, Inc.
-1.83%
-$3,937.82 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-1.82%
-$111.93 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.81%
-$7.3 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.8%
-$318.12 
GM General Motors Co.
-1.8%
-$910.45 
AZO AutoZone, Inc.
-1.8%
-$58.77 
PPG PPG Industries, Inc.
-1.79%
-$704.98 
ULTA Ulta Beauty, Inc.
-1.78%
-$11.3 
MA Mastercard Inc. Class A Common Stock
-1.77%
-$738.54 
SHW The Sherwin-Williams Company
-1.75%
-$45,295.18 
CRS Carpenter Technology Corporation
-1.74%
-$147.61 
RTX RTX Corporation
-1.71%
-$2,387.86 
NFLX Netflix Inc.
-1.71%
-$1,544.61 
BTI British American Tobacco plc ADR
-1.7%
-$55.62 
ORLY O'Reilly Automotive Inc.
-1.69%
-$155.5 
MPWR Monolithic Power Systems Inc.
-1.67%
-$19.51 
LUV Southwest Airlines Co.
-1.67%
-$314.3 
CHYM Chime Financial Inc. Class A
-1.66%
-$43.5 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.65%
-$125.07 
FND Floor & Decor Holdings, Inc. Class A Common Stock
-1.64%
-$14.22 
BX Blackstone Inc.
-1.64%
-$509.59 
SEIC SEI Investments Company
-1.64%
-$44.46 
KVUE Kenvue Inc.
-1.64%
-$0.33 
TAP Molson Coors Beverage Company Class B Common Stock
-1.63%
-$46.24 
PUK Prudential plc ADR
-1.62%
-$31.2 
ABNB Airbnb Inc. Class A Common Stock
-1.62%
-$5.7 
USAR USA Rare Earth, Inc.
-1.61%
-$5.42 
COF Capital One Financial Corp.
-1.61%
-$209.28 
OC Owens Corning
-1.6%
-$3.74 
VZ Verizon Communications Inc.
-1.6%
-$2,663.65 
WPC W. P. Carey Inc.
-1.6%
-$3.1 
GRBK Green Brick Partners, Inc.
-1.6%
-$2,600 
FICO Fair Isaac Corp.
-1.6%
-$13.17 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.6%
-$37.51 
LWLG Lightwave Logic, Inc.
-1.57%
-$4.22 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.56%
-$46,964.02 
AMGN Amgen Inc. Common Stock
-1.56%
-$7,664.04 
RIOT Riot Platforms, Inc.
-1.55%
-$250 
CRCL Circle Internet Group, Inc. Class A
-1.55%
-$60.3 
WMT Walmart Inc.
-1.54%
-$7,492.08 
PSLV Sprott Physical Silver Trust
-1.53%
-$23,525.91 
MDXG MiMedx Group, Inc.
-1.53%
-$76.2 
REGN Regeneron Pharmaceuticals, Inc.
-1.52%
-$12.45 
MAR Marriott International, Inc. Class A Common Stock
-1.52%
-$48.2 
JNJ Johnson & Johnson
-1.49%
-$8,381.86 
AON Aon plc Class A
-1.45%
-$49 
HII Huntington Ingalls Industries, Inc.
-1.44%
-$501.25 
KT KT Corp. Sponsored ADR
-1.43%
-$6 
MRK Merck & Co., Inc.
-1.41%
-$1,223.05 
TRV The Travelers Companies, Inc.
-1.41%
-$3,009.17 
JPM JPMorgan Chase & Co.
-1.39%
-$12,602.06 
MLM Martin Marietta Materials, Inc.
-1.39%
-$3,100.3 
TJX The TJX Companies, Inc.
-1.39%
-$1,291.5 
AG First Majestic Silver Corp.
-1.39%
-$278.67 
GDDY GoDaddy Inc. Class A Common Stock
-1.39%
-$12.72 
COST Costco Wholesale Corp
-1.37%
-$3,304 
INGR Ingredion Incorporated
-1.37%
-$5.34 
TXT Textron Inc.
-1.36%
-$2.13 
KHC The Kraft Heinz Company
-1.35%
-$418.54 
PH Parker-Hannifin Corporation
-1.35%
-$72.12 
XEL Xcel Energy Inc.
-1.34%
-$31.8 
HSBC HSBC Holdings plc Sponsored ADR
-1.34%
-$49.2 
KLAC KLA Corporation
-1.33%
-$568.4 
LOPE Grand Canyon Education Inc.
-1.31%
-$32.62 
SABR Sabre Corporation
-1.3%
-$0.7 
NWG NatWest Group plc Sponsored ADR
-1.26%
-$7.31 
XLF State Street Financial Select Sector SPDR ETF
-1.26%
-$2,905.05 
V Visa Inc. Class A
-1.25%
-$1,799.16 
BALL Ball Corporation
-1.25%
-$2.46 
RIVN Rivian Automotive, Inc. Class A
-1.24%
-$169.35 
SBUX Starbucks Corp.
-1.24%
-$1,549.8 
KGC Kinross Gold Corporation
-1.24%
-$297.36 
SLV iShares Silver Trust
-1.23%
-$1,710.34 
SOFI SoFi Technologies, Inc.
-1.22%
-$14.4 
ALNY Alnylam Pharmaceuticals, Inc.
-1.21%
-$11 
INCY Incyte Corp.
-1.21%
-$7.05 
XLV State Street Health Care Select Sector SPDR ETF
-1.2%
-$321.16 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.18%
-$46.74 
SLVR Sprott Silver Miners & Physical Silver ETF
-1.18%
-$436.88 
UNP Union Pacific Corp.
-1.18%
-$10.51 
CVS CVS Health Corporation Common Stock
-1.17%
-$322.66 
C Citigroup Inc.
-1.16%
-$843.48 
BEN Franklin Templeton Inc.
-1.16%
-$565.75 
DHR Danaher Corp.
-1.14%
-$1,179.72 
NI NiSource Inc.
-1.12%
-$650.72 
CSX CSX Corporation
-1.11%
-$1,504.78 
GME GameStop Corp. Class A
-1.1%
-$22.4 
PFE Pfizer Inc.
-1.1%
-$1,862.6 
SW Smurfit WestRock Plc
-1.08%
-$35.42 
LMND Lemonade Inc.
-1.08%
-$19.6 
BN Brookfield Corporation
-1.07%
-$5.33 
CRM Salesforce, Inc.
-1.07%
-$1,580.63 
TTD The Trade Desk, Inc. Class A Common Stock
-1.06%
-$2.38 
TTWO Take-Two Interactive Software, Inc.
-1.06%
-$2.2 
CCK Crown Holdings Inc.
-1.04%
-$1.24 
SPB Spectrum Brands Holdings Inc.
-1.04%
-$3.36 
MCK McKesson Corporation
-1.03%
-$4,509.71 
LYG Lloyds Banking Group plc ADR
-1.02%
-$543.73 
SCHW The Charles Schwab Corporation
-1.02%
-$745.86 
CEG Constellation Energy Corporation
-1.01%
-$67.34 
OPEN Opendoor Technologies Inc.
-0.99%
-$370 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.98%
-$491.05 
GEV GE Vernova Inc.
-0.96%
-$763.68 
URI United Rentals Inc.
-0.96%
-$95.85 
BIZD VanEck BDC Income ETF
-0.95%
-$56.12 
ELV Elevance Health, Inc.
-0.95%
-$143.48 
AEP American Electric Power Company, Inc.
-0.94%
-$622.38 
SDY State Street SPDR S&P Dividend ETF
-0.94%
-$3,468 
DTE DTE Energy Company
-0.93%
-$124 
ENSG The Ensign Group, Inc.
-0.93%
-$23.2 
HLN Haleon Plc ADR
-0.92%
-$26.79 
JHX James Hardie Industries plc
-0.9%
-$25.2 
RSG Republic Services Inc.
-0.9%
-$2.18 
OGE OGE Energy Corp.
-0.9%
-$1,146.2 
SO The Southern Company
-0.9%
-$380.52 
PM Philip Morris International Inc.
-0.88%
-$1,707.03 
DVY iShares Select Dividend ETF
-0.88%
-$918.06 
TSN Tyson Foods, Inc. Class A Common Stock
-0.88%
-$351.5 
FNV Franco-Nevada Corporation
-0.87%
-$115.71 
TOL Toll Brothers, Inc.
-0.87%
-$8.64 
CGIE Capital Group International Equity ETF
-0.87%
-$143.96 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.87%
-$525.6 
MT ArcelorMittal NY Registry Shares
-0.86%
-$31.2 
SPGI S&P Global Inc.
-0.86%
-$78.2 
AJG Arthur J. Gallagher & Co.
-0.86%
-$97.86 
PHK PIMCO High Income Fund
-0.86%
-$35.95 
WFC Wells Fargo & Company
-0.85%
-$1,434.2 
VST Vistra Corp.
-0.85%
-$28.8 
CPT Camden Property Trust
-0.85%
-$8.7 
TSLA Tesla, Inc.
-0.85%
-$84,074.74 
TYL Tyler Technologies Inc.
-0.85%
-$355.24 
AMZN Amazon.com Inc
-0.83%
-$12,602.16 
ECL Ecolab Inc.
-0.82%
-$12.05 
VFQY Vanguard U.S. Quality Factor ETF
-0.82%
-$442.1 
NLY Annaly Capital Management, Inc.
-0.82%
-$75 
IX ORIX Corporation Sponsored ADR
-0.82%
-$4.2 
AEM Agnico Eagle Mines Limited
-0.81%
-$170.4 
CP Canadian Pacific Kansas City Ltd.
-0.81%
-$1,439.56 
SA Seabridge Gold Inc.
-0.81%
-$104.8 
SAP SAP SE Sponsored ADR
-0.8%
-$328.1 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$285.44 
GLDM SPDR Gold MiniShares Trust
-0.79%
-$417.06 
VIG Vanguard Dividend Appreciation ETF
-0.79%
-$191.07 
UUUU Energy Fuels Inc.
-0.78%
-$7.02 
ALLY Ally Financial Inc.
-0.78%
-$19.52 
MGA Magna International Inc.
-0.77%
-$6 
GOOGL Alphabet Inc
-0.77%
-$11,110.38 
VLTO Veralto Corporation
-0.76%
-$122.4 
ACGL Arch Capital Group Ltd.
-0.76%
-$2.34 
ITA iShares U.S. Aerospace & Defense ETF
-0.76%
-$6.2 
DINO HF Sinclair Corporation
-0.75%
-$7.36 
TMO Thermo Fisher Scientific Inc.
-0.74%
-$1,128.96 
ADSK Autodesk Inc.
-0.74%
-$47.25 
FTAI FTAI Aviation Ltd.
-0.74%
-$9.29 
ATO Atmos Energy Corporation
-0.74%
-$3,562.24 
QUAL iShares MSCI USA Quality Factor ETF
-0.73%
-$904.2 
HQH abrdn Healthcare Investors
-0.73%
-$5.7 
FDVV Fidelity High Dividend ETF
-0.73%
-$83.72 
AVLV Avantis U.S. Large Cap Value ETF
-0.73%
-$902,569.44 
OHI Omega Healthcare Investors Inc.
-0.72%
-$1.34 
STX Seagate Technology Holdings plc
-0.72%
-$9.28 
BJ BJ's Wholesale Club Holdings, Inc.
-0.72%
-$1.54 
PYPL PayPal Holdings, Inc.
-0.72%
-$8.3 
DUHP Dimensional US High Profitability ETF
-0.72%
-$624,481.4 
IAU iShares Gold Trust
-0.71%
-$1,807.38 
IWC iShares Micro-Cap ETF
-0.71%
-$3,059.28 
GLD SPDR Gold Shares
-0.7%
-$11,364.54 
IDU iShares U.S. Utilities ETF
-0.7%
-$283.05 
QUS State Street SPDR MSCI USA StrategicFactors ETF
-0.7%
-$574.75 
IDXX IDEXX Laboratories, Inc.
-0.69%
-$23.64 
AVDV Avantis International Small Cap Value ETF
-0.69%
-$313,850.15 
PGR The Progressive Corporation
-0.69%
-$26.86 
BAC Bank of America Corporation
-0.69%
-$1,078.71 
KEY KeyCorp
-0.68%
-$3.92 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$400.95 
EVRG Evergy Inc.
-0.68%
-$505.76 
RJF Raymond James Financial, Inc.
-0.68%
-$7.56 
NXST Nexstar Media Group, Inc.
-0.68%
-$1.14 
MDT Medtronic plc
-0.67%
-$312 
USB U.S. Bancorp
-0.67%
-$761.2 
APP AppLovin Corporation Class A Common Stock
-0.66%
-$3.49 
JEPI JPMorgan Equity Premium Income ETF
-0.65%
-$959.78 
PHYS Sprott Physical Gold Trust
-0.64%
-$14,240.66 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.64%
-$3,106.33 
MMM 3M Company
-0.63%
-$1,092.24 
VTR Ventas, Inc.
-0.63%
-$1.65 
AVIV Avantis International Large Cap Value ETF
-0.63%
-$57,443 
SCHC Schwab International Small-Cap Equity ETF
-0.62%
-$40,044 
EBAY eBay Inc.
-0.62%
-$18.88 
VTV Vanguard Morningstar Value ETF
-0.61%
-$16,706.41 
PAYX Paychex Inc.
-0.61%
-$19.57 
PNC The PNC Financial Services Group, Inc.
-0.61%
-$801.45 
ES Eversource Energy
-0.6%
-$344.25 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.6%
-$871.67 
IWD iShares Russell 1000 Value ETF
-0.59%
-$1,575.41 
PSX Phillips 66
-0.59%
-$1,577.52 
DFIS DFA International Small Company I
-0.59%
-$264.6 
VOOV Vanguard S&P 500 Value ETF
-0.59%
-$6,413.22 
ICE Intercontinental Exchange, Inc.
-0.58%
-$636.99 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.58%
-$35.82 
CETX Cemtrex Inc.
-0.58%
-$0.07 
MELI MercadoLibre Inc.
-0.57%
-$341.88 
AVDE Avantis International Equity Fund Institutional Class
-0.57%
-$688.32 
METV Roundhill Ball Metaverse ETF
-0.57%
-$155.16 
PWR Quanta Services, Inc.
-0.56%
-$40.3 
SOLS Sollensys Corp
-0.56%
-$14.74 
IQLT iShares MSCI Intl Quality Factor ETF
-0.56%
-$5.04 
OVL Overlay Shares Large Cap Equity ETF
-0.56%
-$698.99 
FDMO Fidelity Momentum Factor ETF
-0.56%
-$25.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.56%
-$29.6 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$792.9 
EFA iShares MSCI EAFE ETF
-0.55%
-$4,084.62 
ISCF iShares International Small-Cap Equity Factor ETF
-0.55%
-$30,526.32 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.54%
-$12,698.84 
PHIN PHINIA Inc.
-0.54%
-$5.89 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$1,594.32 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.53%
-$3,240.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.53%
-$89.83 
RBA RB Global Inc.
-0.52%
-$14.08 
EWBC East West Bancorp Inc.
-0.52%
-$49.85 
AVGE Avantis All Equity Markets ETF
-0.51%
-$1,315.02 
DFAI Dimensional International Core Equity Market ETF
-0.51%
-$202.12 
DISV Dimensional International Small Cap Value ETF
-0.51%
-$1,717.85 
USMV iShares MSCI USA Min Vol Factor ETF
-0.51%
-$477.23 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.5%
-$3,412.93 
DFAS Dimensional U.S. Small Cap ETF
-0.5%
-$199,589.95 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.49%
-$981.26 
IJH iShares Core S&P Mid-Cap ETF
-0.49%
-$350.38 
MPC Marathon Petroleum Corp.
-0.48%
-$37.74 
DLS WisdomTree International SmallCap Dividend Fund
-0.48%
-$5,926.14 
MTB M&T Bank Corporation
-0.48%
-$8.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.47%
-$537.87 
SCHM Schwab U.S. Mid-Cap ETF
-0.47%
-$417.45 
AVUS Avantis U.S. Equity ETF
-0.47%
-$831.43 
VBR Vanguard Small-Cap Value ETF
-0.47%
-$13,014.07 
DIS The Walt Disney Company
-0.47%
-$138.33 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.47%
-$123.93 
DFAW Dimensional World Equity ETF
-0.47%
-$1,872.39 
D Dominion Energy, Inc.
-0.47%
-$18.91 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.47%
-$179.96 
BLCR iShares Large Cap Core Active ETF
-0.47%
-$196.87 
VOO Vanguard S&P 500 ETF
-0.46%
-$509,221.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$446.95 
SPY State Street SPDR S&P 500 ETF Trust
-0.45%
-$25,174.96 
AVSC Avantis U.S. Small Cap Equity ETF
-0.45%
-$36,438.72 
DFUV Dimensional US Marketwide Value ETF
-0.45%
-$304,277.22 
IVV iShares Core S&P 500 ETF
-0.45%
-$68,503.95 
SNA Snap-on Incorporated
-0.43%
-$1.55 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.43%
-$1,943.26 
VB Vanguard Small-Cap ETF
-0.43%
-$9,959.76 
IWS iShares Russell Mid-Cap Value ETF
-0.43%
-$36 
DUK Duke Energy Corporation
-0.42%
-$690.06 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.42%
-$470.73 
OGS One Gas Inc.
-0.42%
-$7.26 
JAZZ Jazz Pharmaceuticals plc
-0.42%
-$0.9 
NBB Nuveen Taxable Municipal Income Fund
-0.42%
-$0.18 
EOT Eaton Vance National Municipal Opportunities Trust
-0.42%
-$36.14 
LHX L3Harris Technologies, Inc.
-0.41%
-$328.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.41%
-$84.15 
XYL Xylem Inc.
-0.4%
-$0.88 
AVLC Avantis U.S. Large Cap Equity ETF
-0.4%
-$307,183.27 
DFUS Dimensional U.S. Equity Market ETF
-0.4%
-$19,945.56 
VTI Vanguard Total Stock Market ETF
-0.4%
-$61,523.03 
IWB iShares Russell 1000 ETF
-0.4%
-$828.32 
VOOG Vanguard S&P 500 Growth ETF
-0.4%
-$73.26 
VV Vanguard Morningstar Large-Cap ETF
-0.39%
-$725.87 
FRT Federal Realty Investment Trust
-0.39%
-$34.85 
SN SharkNinja, Inc.
-0.39%
-$3.1 
DFAT Dimensional U.S. Targeted Value ETF
-0.39%
-$127,552.59 
AAPL Apple Inc.
-0.39%
-$35,387.55 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.39%
-$38,550.28 
SCHX Schwab U.S. Large-Cap ETF
-0.38%
-$3,226.55 
VT Vanguard Total World Stock ETF
-0.38%
-$20.23 
SCHB Schwab U.S. Broad Market ETF
-0.37%
-$82.5 
VYMI Vanguard International High Dividend Yield ETF
-0.37%
-$67.26 
IUSG iShares Core S&P U.S. Growth ETF
-0.37%
-$58.38 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$66.56 
VTWO Vanguard Russell 2000 ETF
-0.37%
-$2.05 
SONY Sony Group Corp. Sponsored ADR
-0.36%
-$21.75 
TEL TE Connectivity plc
-0.36%
-$11.25 
EFV iShares MSCI EAFE Value ETF
-0.36%
-$1,507.92 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.36%
-$1,304.79 
FDXF FedEx Freight Holding Company, Inc.
-0.36%
-$10 
VUG Vanguard Morningstar Growth ETF
-0.36%
-$1,209 
VVR Invesco Senior Income Trust
-0.35%
-$32 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.35%
-$21.42 
SCHF Schwab International Equity ETF
-0.35%
-$2,942.62 
IVW iShares S&P 500 Growth ETF
-0.35%
-$951.36 
AVES Avantis Emerging Markets Value ETF
-0.35%
-$10.96 
VEA Vanguard FTSE Developed Markets ETF
-0.35%
-$178,334.16 
IJR iShares Core S&P Small-Cap ETF
-0.35%
-$570.71 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.34%
-$118.49 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.34%
-$1,607.58 
SCHA Schwab U.S. Small-Cap ETF
-0.34%
-$840.51 
IWM iShares Russell 2000 ETF
-0.33%
-$89.24 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.33%
-$2,529.15 
MLI Mueller Industries, Inc.
-0.33%
-$5.04 
CMCSA Comcast Corp. Class A Common Stock
-0.33%
-$122.1 
OMC Omnicom Group Inc.
-0.33%
-$741.69 
PWB Invesco Large Cap Growth ETF
-0.32%
-$69.09 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.31%
-$54.56 
DHI D.R. Horton, Inc.
-0.31%
-$29.44 
BMNR BitMine Immersion Technologies, Inc.
-0.31%
-$1,287.58 
SAN Banco Santander, S.A. Sponsored ADR
-0.31%
-$18.36 
TLH iShares 10-20 Year Treasury Bond ETF
-0.31%
-$34.22 
IRM Iron Mountain Inc.
-0.31%
-$0.68 
PNR Pentair plc
-0.31%
-$2.72 
WELL Welltower Inc.
-0.31%
-$13.14 
FPX First Trust US Equity Opportunities ETF
-0.3%
-$138.37 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.29%
-$377.4 
EQIX Equinix, Inc.
-0.29%
-$2.72 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.29%
-$191.01 
LIN Linde plc
-0.28%
-$40.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.28%
-$30.16 
RELX RELX PLC American Depositary Receipt
-0.28%
-$10.35 
VBK Vanguard Small-Cap Growth ETF
-0.28%
-$37.31 
IJS iShares S&P Small-Cap 600 Value ETF
-0.27%
-$2,011.68 
IDEF iShares Defense Industrials Active ETF
-0.27%
-$102.08 
NVDA NVIDIA Corporation
-0.27%
-$14,492.82 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.27%
-$26,935.63 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.26%
-$3,365.74 
GILD Gilead Sciences Inc.
-0.25%
-$16.38 
DFGP Dimensional Global Core Plus Fixed Income ETF
-0.25%
-$96,046.12 
IWN iShares Russell 2000 Value ETF
-0.24%
-$52 
IWF iShares Russell 1000 Growth ETF
-0.24%
-$3,680.78 
HEI HEICO Corporation
-0.23%
-$16.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.23%
-$228.14 
UHS Universal Health Services Inc. Class B Common Stock
-0.23%
-$0.42 
CORO iShares International Country Rotation Active ETF
-0.23%
-$94.28 
DFSV Dimensional US Small Cap Value ETF
-0.22%
-$820.08 
VLUE iShares MSCI USA Value Factor ETF
-0.22%
-$4,759.44 
IXUS iShares Core MSCI Total International Stock ETF
-0.21%
-$40.56 
DFCF Dimensional Core Fixed Income ETF
-0.21%
-$280,186.86 
GWRE Guidewire Software Inc.
-0.21%
-$4.29 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.2%
-$0.39 
CARR Carrier Global Corp.
-0.2%
-$0.44 
THRO iShares U.S. Thematic Rotation Active ETF
-0.2%
-$66.64 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.19%
-$15.53 
MCHP Microchip Technology Inc.
-0.18%
-$0.27 
AGCO AGCO Corporation
-0.17%
-$0.18 
BND Vanguard Total Bond Market ETF
-0.17%
-$3,101.28 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$37.25 
AVIG Avantis Core Fixed Income ETF
-0.16%
-$771.23 
OTIS Otis Worldwide Corporation
-0.16%
-$0.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$148.2 
BIV Vanguard Intermediate-Term Bond ETF
-0.15%
-$2,330.93 
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares
-0.15%
-$112.32 
OTEX Open Text Corp.
-0.15%
-$26.08 
DFIV Dimensional International Value ETF
-0.15%
-$97,278.59 
VNQ Vanguard Real Estate ETF
-0.15%
-$1,715 
KIM Kimco Realty Corporation
-0.15%
-$15.12 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.15%
-$43.29 
BSVO EA Bridgeway Omni Small-Cap Value ETF
-0.14%
-$869.12 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$129.6 
UPS United Parcel Service, Inc. Class B Common Stock
-0.13%
-$57.85 
ONEQ Fidelity Nasdaq Composite Index ETF
-0.13%
-$26 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$175,968.98 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.11%
-$508.64 
AVUV Avantis U.S. Small Cap Value ETF
-0.11%
-$97,485.83 
FLEX Flex Ltd.
-0.1%
-$4.08 
ETN Eaton Corporation plc
-0.1%
-$138.38 
CMI Cummins Inc.
-0.1%
-$29.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.09%
-$448.77 
VPLS Vanguard Core-Plus Bond ETF
-0.09%
-$5,855.2 
BNDW Vanguard Total World Bond ETF
-0.08%
-$0.06 
IWP iShares Russell Mid-Cap Growth ETF
-0.08%
-$11.55 
VWO Vanguard FTSE Emerging Markets ETF
-0.08%
-$418.95 
INVH Invitation Homes Inc.
-0.07%
-$2.02 
IAGG iShares Core International Aggregate Bond ETF
-0.07%
-$0.04 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$33.11 
ARGX argenx SE American Depositary Receipt
-0.07%
-$1.14 
PDD PDD Holdings Inc. American Depositary Receipt
-0.06%
-$0.05 
CFG Citizens Financial Group Inc.
-0.06%
-$2.08 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.06%
-$8.19 
SNDA Sonida Senior Living, Inc.
-0.06%
-$28.94 
WM Waste Management Inc.
-0.06%
-$147.29 
AVSF Avantis Short-Term Fixed Income ETF
-0.05%
-$78.25 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.05%
-$0.66 
BITB Bitwise Bitcoin ETF
-0.04%
-$18,758.34 
IBIT iShares Bitcoin Trust ETF
-0.04%
-$69.78 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$8.28 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$1,558.68 
FITB Fifth Third Bancorp
-0.04%
-$0.4 
MBB iShares MBS ETF
-0.04%
-$12.53 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$391.55 
EXR Extra Space Storage Inc.
-0.03%
-$0.04 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$319.83 
TT Trane Technologies plc
-0.03%
-$0.55 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.02%
-$1,350.21 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$101.91 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$0.78 
NXPI NXP Semiconductors N.V.
-0.01%
-$0.3 
DFEV Dimensional Emerging Markets Value ETF
-0.01%
-$3.23 
NEE NextEra Energy Inc.
-0.01%
-$7.47 
LRCX Lam Research Corp.
0%
-$1.45 Events
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Dividends
Dividend Analysis
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| Trades 6266 | Longs Won 3585/6266 57% | Profit Factor 6.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $758,859.66 |
| Average Win $115,926.16 | Best Trade (Oct 20) $26.9M | Sharpe Ratio -13.23 |
| Average Loss -$23,933.28 | Worst Trade (Sep 29) -$6.47M | Z-Score -6.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $61,874.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 1 | $11.22 | $11.97 | - | $0.75 | 6.68% | -4.96% |
| AAPL Apple Inc. | 26,213 | $4.37M | $9.09M | - | $4.72M | 107.86% | -0.388% |
| ABBV AbbVie Inc. | 3,016 | $524,244.96 | $860,494.96 | - | $336,250 | 64.14% | +0.042% |
| ABNB Airbnb Inc. Class A Common Stock | 2 | $264.68 | $345.82 | - | $81.14 | 30.66% | -1.622% |
| ABT Abbott Laboratories | 709 | $79,095.21 | $73,424.04 | - | -$5,671.17 | -7.17% | +1.024% |
| ACGL Arch Capital Group Ltd. | 3 | $272.19 | $305.73 | - | $33.54 | 12.32% | -0.76% |
| ACN Accenture plc | 1,104 | $295,347.99 | $273,405.6 | - | -$21,942.39 | -7.43% | -4.286% |
| ADAM Adamas Trust Inc. | 37 | $216.08 | $286.93 | - | $70.85 | 32.79% | +0.323% |
| ADBE Adobe Inc. | 23 | $6,540.81 | $6,081.77 | - | -$459.04 | -7.02% | -2.264% |
| ADI Analog Devices, Inc. | 74 | $15,788.52 | $28,920.68 | - | $13,132.16 | 83.18% | +1.312% |
| ADSK Autodesk Inc. | 25 | $7,317.12 | $6,326.5 | - | -$990.62 | -13.54% | -0.741% |
| AEM Agnico Eagle Mines Limited | 120 | $6,240.64 | $20,967.6 | - | $14,726.96 | 235.98% | -0.806% |
| AEP American Electric Power Company, Inc. | 506 | $63,034.08 | $65,481.46 | - | $2,447.38 | 3.88% | -0.942% |
| AFL Aflac Incorporated | 205 | $21,441.82 | $24,719.92 | - | $3,278.1 | 15.29% | -2.178% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 1 | $74.43 | $70.5 | - | -$3.93 | -5.28% | -2.624% |
| AG First Majestic Silver Corp. | 1,327 | $9,367.14 | $19,785.57 | - | $10,418.43 | 111.22% | -1.389% |
| AGCO AGCO Corporation | 1 | $107.07 | $105.98 | - | -$1.09 | -1.02% | -0.174% |
| AGG iShares Core U.S. Aggregate Bond ETF | 988 | $96,341.15 | $94,818.36 | - | -$1,522.79 | -1.58% | -0.156% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,512 | $296,032.32 | $281,142.72 | - | -$14,889.6 | -5.03% | +0.387% |
| AJG Arthur J. Gallagher & Co. | 42 | $13,043.32 | $11,283.3 | - | -$1,760.02 | -13.49% | -0.86% |
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FAQ
Which stocks have generated the highest profits for Clint Dunn?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $17.54M, Dimensional Short-Duration Fixed Income ETF - $17.15M, Energy Transfer LP - $11.64M, Dimensional US Real Estate ETF - $7.53M, and Avantis Emerging Markets Equity ETF - $6.12M. 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: Dimensional U.S. Targeted Value ETF - $1.06M, Apple Inc - $938,124.77, The Sherwin-Williams Company - $576,249.41, Nutex Health Inc - $573,918, and Honeywell International Inc - $403,402.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Clint Dunn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $113.63M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $17.54M, Dimensional Short-Duration Fixed Income ETF - $16.91M, Dimensional International Value ETF - $6.33M, Vanguard Short-Term Inflation-Protected Securities ETF - $5.12M, and Vanguard Tax-Exempt Bond ETF - $4.85M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Clint Dunn's monthly returns?
Clint Dunn's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Clint Dunn's strategy be considered aggressive or moderate?
Clint Dunn's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Clint Dunn's strategy?
Clint Dunn's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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