JB
Jeremy Baltz Portfolio
Invests via Raleigh Capital Management Inc. | Managed by Jeremy Baltz, Brian Raleigh, Mikayla Raleigh, George Phipps, Nick DeBerardino, Shaelyn Raleigh
Invests via Raleigh Capital Management Inc.
Managed by Jeremy Baltz, Brian Raleigh, Mikayla Raleigh, George Phipps, Nick DeBerardino, Shaelyn Raleigh
Automatically Tracked
Jeremy Baltz Profile
With a dynamic career in investment management, Jeremy Baltz has established himself as a leading voice in corporate finance and private equity. His background includes significant contributions to innovative deal-making processes and transformative investments across diverse sectors. Known for his ability to forge strategic partnerships, he adeptly navigates the complexities of both emerging markets and established industries. As an operating executive, he brings extensive experience in driving growth initiatives that enhance operational efficiency while optimizing capital allocation. His insights into market trends make him an influential figure within financial circles.
With a dynamic career in investment management, Jeremy Baltz has established himself as a leading voice in corporate finance and private equity. His background includes significant contributions to innovative deal-making processes and transformative investments across diverse sectors. Known for his ability to forge strategic partnerships, he adeptly navigates the complexities of both emerging markets and established industries. As an operating executive, he brings extensive experience in driving growth initiatives that enhance operational efficiency while optimizing capital allocation. His insights into market trends make him an influential figure within financial circles.
Investment Philosophy & Strategy
Opportunities abound in emerging markets, and Jeremy Baltz leverages his robust network to identify key partnerships that catalyze growth. His approach emphasizes transformative investments where strategic alignment can unlock value and drive innovation. By understanding market dynamics, he focuses on sectors ripe for operational improvement while optimizing capital allocation through tailored investment strategies. This blend of entrepreneurial foresight and operational acumen allows him to capitalize on competitive advantages that lead to sustainable growth trajectories.
Opportunities abound in emerging markets, and Jeremy Baltz leverages his robust network to identify key partnerships that catalyze growth. His approach emphasizes transformative investments where strategic alignment can unlock value and drive innovation. By understanding market dynamics, he focuses on sectors ripe for operational improvement while optimizing capital allocation through tailored investment strategies. This blend of entrepreneurial foresight and operational acumen allows him to capitalize on competitive advantages that lead to sustainable growth trajectories.
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:
38.83%
Gain +1.2%
Monthly
0.41%
Yearly
5.05%
Drawdown
17.18%
$292.64M
Equity
Holdings
$292.64M
Investment
$235.71M
$69.77M
Profit +$3.92M
Realized
$12.83M
Unrealized
$56.93M
Dividends
$28.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.2%
Profit
$3.92M
Win %
69%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.14M
Win %
69%
This Month
Compared to last month
Gain
-0.91%
Profit
-$2.69M
Win %
69%
This Year
Compared to last year
Gain
7.01%
Profit
$19.17M
Win %
69%
NUAI New Era Energy & Digital, Inc.
+21.54%
+$482.5 
KLAC KLA Corporation
+13.16%
+$281.15 
LRCX Lam Research Corporation
+12.83%
+$188,484.53 
AMAT Applied Materials, Inc.
+11.35%
+$13,091.76 
IREN IREN Limited
+10.56%
+$544 
HUT Hut 8 Corp.
+10.03%
+$1,060 
TQQQ ProShares UltraPro QQQ
+9.78%
+$13,631.3 
INTC Intel Corporation
+9.53%
+$8,129.4 
ACLS Axcelis Technologies, Inc.
+9.47%
+$2,892.54 
WULF TeraWulf Inc.
+8.85%
+$410.26 
CCL Carnival Corporation Ltd.
+8.16%
+$25,524.8 
AMD Advanced Micro Devices, Inc.
+8.13%
+$12,722.42 
CIFR Cipher Mining Inc.
+7.18%
+$302 
RCL Royal Caribbean Group
+7.08%
+$3,024.97 
BAI iShares A.I. Innovation and Tech Active ETF
+7.02%
+$95,968 
DAL Delta Air Lines, Inc.
+6.96%
+$33,127.64 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$44.66 
JBL Jabil Inc.
+6.71%
+$70.97 
HOOD Robinhood Markets, Inc.
+6.6%
+$2,211.6 
FBIN Fortune Brands Innovations Inc.
+6.48%
+$2,378.96 
HON Honeywell International Inc.
+6.46%
+$13.29 
QCOM QUALCOMM Incorporated
+6.44%
+$36,376.05 
APLD Applied Digital Corporation
+6.35%
+$247 
CORZ Core Scientific, Inc.
+6.17%
+$317 
MCHP Microchip Technology Incorporated
+6.03%
+$1,521.1 
PANW Palo Alto Networks, Inc.
+5.88%
+$3,733.09 
VRT Vertiv Holdings Co
+5.81%
+$39,820.8 
DELL Dell Technologies Inc.
+5.79%
+$20,917.57 
CGNX Cognex Corporation
+5.74%
+$181.98 
AFRM Affirm Holdings, Inc.
+5.65%
+$5,804.25 
HWM Howmet Aerospace Inc.
+5.62%
+$13,757.81 
OSK Oshkosh Corporation
+5.57%
+$7.07 
TXN Texas Instruments Inc
+5.56%
+$61,653.76 
OC Owens Corning
+5.51%
+$6.34 
AA Alcoa Corporation
+5.48%
+$1,888.34 
GD General Dynamics Corporation
+5.33%
+$25,547.01 
AMGN Amgen Inc.
+5.31%
+$113,443.05 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.3%
+$664.34 
DJT Trump Media & Technology Group Corp.
+5.26%
+$333.33 
GLW Corning Incorporated
+5.25%
+$4,856.5 
UPS United Parcel Service, Inc.
+5.11%
+$5,280 
ADI Analog Devices, Inc.
+4.95%
+$37,927.48 
CRH CRH plc
+4.89%
+$733.5 
ITA iShares U.S. Aerospace & Defense ETF
+4.87%
+$28,360.5 
PPG PPG Industries Inc.
+4.75%
+$3,098.08 
AMCR Amcor plc
+4.65%
+$65,544.71 
GEV GE Vernova Inc.
+4.63%
+$241.14 
CAT Caterpillar Inc.
+4.61%
+$64,895.3 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$53,870.36 
AVEM Avantis Emerging Markets Equity ETF
+4.53%
+$577.5 
TSLA Tesla, Inc.
+4.48%
+$56,209.01 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$126,449.68 
LMT Lockheed Martin Corporation
+4.41%
+$14,167.8 
SHLD Global X Defense Tech ETF
+4.39%
+$542.52 
EME EMCOR Group, Inc.
+4.36%
+$20,423.63 
NKE Nike, Inc. - Class B
+4.36%
+$371.51 
GE General Electric Company
+4.25%
+$31,660.22 
PHM PulteGroup Inc.
+4.19%
+$17,984.96 
GNTX Gentex Corporation
+4.12%
+$1.01 
STLD Steel Dynamics Inc.
+4.05%
+$32.61 
MIR Mirion Technologies, Inc.
+3.98%
+$502.74 
NUE Nucor Corporation
+3.95%
+$731.86 
DG Dollar General Corporation
+3.95%
+$4,769.66 
IBKR Interactive Brokers Group Inc.
+3.91%
+$29,044.64 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$2,747.56 
ALGN Align Technology, Inc.
+3.85%
+$144.54 
HII Huntington Ingalls Industries Inc.
+3.81%
+$22.04 
GILD Gilead Sciences Inc.
+3.77%
+$39,571.2 
GPC Genuine Parts Company
+3.75%
+$3,125.97 
TMSL T. Rowe Price Small-Mid Cap ETF
+3.71%
+$4,063.5 
VKTX Viking Therapeutics Inc.
+3.69%
+$968.62 
RTX RTX Corporation
+3.69%
+$2,580.7 
ALV Autoliv, Inc.
+3.67%
+$314.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.65%
+$255,869.76 
AVGO Broadcom Inc.
+3.64%
+$112,586.87 
CMI Cummins Inc.
+3.62%
+$16,711.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$33,632.43 
EMR Emerson Electric Co.
+3.58%
+$1,527.01 
EL The Estée Lauder Companies Inc. Class A
+3.5%
+$565.11 
KBR KBR Inc.
+3.48%
+$1.19 
SE Sea Ltd.
+3.47%
+$2.86 
RPM RPM International Inc.
+3.43%
+$3.58 
TGT Target Corporation
+3.42%
+$1,278.96 
C Citigroup Inc.
+3.4%
+$12,389.66 
FMAT Fidelity MSCI Materials Index ETF
+3.4%
+$1.94 
IYW iShares U.S. Technology ETF
+3.39%
+$853.86 
GWX SPDR S&P International Small Cap ETF
+3.39%
+$50,274.68 
IXUS iShares Core International Stock ETF
+3.38%
+$1,833.76 
GSK GSK plc Sponsored ADR
+3.38%
+$52,071.27 
SON Sonoco Products Co.
+3.37%
+$1.65 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$75,757.82 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$2,994.07 
CHRW C.H. Robinson Worldwide, Inc.
+3.3%
+$506.71 
GLD SPDR Gold Shares
+3.21%
+$64,935.1 
IAU iShares Gold Trust
+3.2%
+$6,642 
FIDU Fidelity MSCI Industrials Index ETF
+3.19%
+$2.92 
XLI Industrial Select Sector SPDR Fund
+3.19%
+$5.41 
PCAR PACCAR Inc.
+3.15%
+$3.59 
ROST Ross Stores, Inc.
+3.1%
+$7,326.61 
GS The Goldman Sachs Group, Inc.
+3.07%
+$18,117.65 
TTEK Tetra Tech, Inc.
+3.06%
+$0.83 
IONQ IonQ, Inc.
+3.04%
+$344 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.02%
+$3.35 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$20,944.28 
IWM iShares Russell 2000 ETF
+3%
+$25,206.76 
LHX L3Harris Technologies, Inc.
+2.95%
+$20,012.2 
PH Parker-Hannifin Corporation
+2.92%
+$38,001.15 
NLY Annaly Capital Management, Inc.
+2.92%
+$2,697.5 
TPR Tapestry Inc.
+2.91%
+$393.6 
IBB iShares Biotechnology ETF
+2.87%
+$28,764.74 
FDD First Trust STOXX European Select Dividend Index Fund
+2.83%
+$366.12 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$156.56 
ANET Arista Networks, Inc.
+2.8%
+$10,990.53 
MS Morgan Stanley
+2.79%
+$4,602.24 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.78%
+$280.24 
IBIT iShares Bitcoin Trust
+2.75%
+$77.2 
MAR Marriott International Inc. - Class A
+2.73%
+$2,006.4 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$1,378.14 
CARR Carrier Global Corporation
+2.72%
+$27.75 
FBCG Fidelity Blue Chip Growth Fund
+2.7%
+$2,030.4 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+2.66%
+$7,324.6 
OMC Omnicom Group Inc.
+2.63%
+$515.42 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$47,702 
BMY Bristol-Myers Squibb Company
+2.55%
+$799.46 
MGNI Magnite, Inc.
+2.55%
+$154 
DDOG Datadog, Inc. Class A Common Stock
+2.51%
+$4,463.41 
VB Vanguard Small-Cap ETF
+2.48%
+$4,574.25 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$1,470.95 
GPK Graphic Packaging Holding Company
+2.47%
+$1.02 
COF Capital One Financial Corporation
+2.45%
+$2,196.75 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$17,247.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.43%
+$43,295.89 
HD The Home Depot, Inc.
+2.42%
+$18,718.68 
HSY The Hershey Company
+2.42%
+$1,232.64 
PFE Pfizer Inc.
+2.42%
+$62,851.26 
NVDA NVIDIA Corporation
+2.42%
+$173,523.3 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$7,998.37 
CSCO Cisco Systems, Inc.
+2.4%
+$30,617.55 
SPEM SPDR Portfolio Emerging Markets ETF
+2.4%
+$141,223.94 
CSX CSX Corporation
+2.37%
+$11,405.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.37%
+$82,251.46 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$516.66 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$105.38 
LLY Eli Lilly and Company
+2.31%
+$44,631.1 
CAH Cardinal Health Inc.
+2.31%
+$7,025 
CFG Citizens Financial Group, Inc.
+2.29%
+$4,033.43 
DASH DoorDash, Inc.
+2.27%
+$7,862.58 
LOW Lowe's Companies Inc.
+2.25%
+$296.46 
APH Amphenol Corporation
+2.24%
+$17,668.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$53,325.72 
FBOT Fidelity Disruptive Automation ETF
+2.22%
+$943.98 
EDIV SPDR S&P Emerging Markets Dividend ETF
+2.22%
+$920.7 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$2,032.32 
ICVT iShares Convertible Bond ETF
+2.18%
+$22.64 
ROKU Roku, Inc.
+2.15%
+$3,586.79 
HBAN Huntington Bancshares Incorporated
+2.11%
+$17,157.86 
OKTA Okta Inc.
+2.11%
+$372.68 
DEO Diageo plc Sponsored ADR
+2.09%
+$14,598.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.06%
+$55,430.54 
IWD iShares Russell 1000 Value ETF
+1.99%
+$1,583.13 
SHOP Shopify Inc.
+1.98%
+$40.66 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+1.96%
+$1,970.8 
DIS The Walt Disney Company
+1.95%
+$4,673.9 
IHE iShares U.S. Pharmaceuticals ETF
+1.91%
+$1.78 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.9%
+$1,054.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$9,736.48 
VFLO VictoryShares Free Cash Flow ETF
+1.9%
+$7,264.94 
TFC Truist Financial Corporation
+1.89%
+$42,593.28 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$1.71 
LULU lululemon athletica inc.
+1.86%
+$2.21 
MICC The Magnum Ice Cream Company N.V.
+1.86%
+$6.27 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$260 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$663 
RWX SPDR Dow Jones International Real Estate ETF
+1.83%
+$0.49 
ATR AptarGroup, Inc.
+1.83%
+$2.1 
NYT New York Times Co.
+1.82%
+$1.33 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$947.4 
VO Vanguard Mid-Cap ETF
+1.81%
+$438.36 
CEG Constellation Energy Corporation
+1.81%
+$13.12 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$8,652.51 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.79%
+$157.04 
ITW Illinois Tool Works Inc.
+1.77%
+$266.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$11,610.39 
VUG Vanguard Growth ETF
+1.76%
+$16,151.25 
IHAK iShares Cybersecurity and Tech ETF
+1.76%
+$846.81 
VOYA Voya Financial Inc.
+1.75%
+$1.56 
IVV iShares Core S&P 500 ETF
+1.75%
+$76,596.53 
AXP American Express Company
+1.74%
+$10,177.44 
VFQY Vanguard U.S. Quality Factor Fund
+1.74%
+$366.37 
XLSR SPDR SSGA US Sector Rotation ETF
+1.72%
+$141,572.47 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$270,878.22 
VTV Vanguard Value ETF
+1.7%
+$11,036.68 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$20,236.83 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.68%
+$202.25 
MDB MongoDB Inc.
+1.66%
+$4,491.12 
IRM Iron Mountain Inc.
+1.66%
+$200.9 
NGG National Grid plc Sponsored ADR
+1.62%
+$44,274.74 
PNR Pentair plc
+1.61%
+$3,062.45 
REGN Regeneron Pharmaceuticals, Inc.
+1.6%
+$614.4 
AWI Armstrong World Industries, Inc.
+1.59%
+$3,310.56 
OEF iShares S&P 100 ETF
+1.59%
+$29,918.02 
TTC The Toro Company
+1.56%
+$1.43 
MET MetLife Inc.
+1.53%
+$9,191.16 
TROW T. Rowe Price Group, Inc.
+1.53%
+$255.91 
DON WisdomTree U.S. MidCap Dividend Fund
+1.51%
+$0.83 
LAMR Lamar Advertising Company
+1.49%
+$5,183.36 
FDCF Fidelity Disruptive Communications ETF
+1.48%
+$645.08 
FDFF Fidelity Disruptive Finance ETF
+1.48%
+$509.69 
CM Canadian Imperial Bank of Commerce
+1.47%
+$12.96 
MRK Merck & Co., Inc.
+1.45%
+$19,836.23 
SNY Sanofi American Depositary Receipt
+1.43%
+$26,598.75 
DE Deere & Company
+1.42%
+$4,468.37 
LECO Lincoln Electric Holdings, Inc.
+1.41%
+$14.32 
USB U.S. Bancorp
+1.4%
+$43,901.49 
SYY Sysco Corporation
+1.39%
+$4,096.22 
AMZN Amazon.com Inc
+1.37%
+$54,210 
JPM JPMorgan Chase & Co.
+1.35%
+$26,436.74 
FITB Fifth Third Bancorp
+1.33%
+$5,482.4 
NANR SPDR S&P North American Natural Resources ETF
+1.32%
+$342.99 
BMO Bank of Montreal
+1.3%
+$19,527.84 
NBOS Neuberger Berman Option Strategy ETF
+1.28%
+$562.1 
LIN Linde plc
+1.27%
+$5,687.13 
FERG Ferguson Enterprises Inc
+1.27%
+$4,907.7 
IBM International Business Machines Corporation
+1.26%
+$5,555.62 
UBER Uber Technologies, Inc.
+1.25%
+$7,029.64 
VYM Vanguard High Dividend Yield ETF
+1.25%
+$1,021.79 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.24%
+$38,540.48 
VGLT Vanguard Long-Term Treasury Fund
+1.23%
+$547.29 
PRU Prudential Financial, Inc.
+1.21%
+$5,409.82 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$1,862.77 
AAPL Apple Inc.
+1.16%
+$67,735.79 
CINF Cincinnati Financial Corporation
+1.16%
+$185.28 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.15%
+$7,394.74 
EIX Edison International
+1.15%
+$202.54 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$3,883.81 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$32,037.15 
TOST Toast Inc.
+1.13%
+$141.62 
PLD Prologis Inc.
+1.12%
+$34,859.84 
PYPL PayPal Holdings Inc
+1.12%
+$531.89 
FN Fabrinet
+1.11%
+$665.89 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+1.09%
+$12,332.48 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$614 
MNST Monster Beverage Corporation
+1.05%
+$1,745.74 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+1.03%
+$325.5 
SLB Schlumberger Limited
+1.02%
+$6,042.68 
BAC Bank of America Corporation
+1.01%
+$4,627.7 
ZS Zscaler Inc.
+0.99%
+$152.52 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$1.1 
ARE Alexandria Real Estate Equities, Inc.
+0.97%
+$4.59 
CBSH Commerce Bancshares, Inc.
+0.97%
+$0.53 
TRP TC Energy Corporation
+0.94%
+$19,011.85 
LGOV First Trust Long Duration Opportunities ETF
+0.94%
+$291.79 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.93%
+$213.6 
MCD McDonald's Corporation
+0.93%
+$4,081.78 
BXP Boston Properties, Inc.
+0.92%
+$195.6 
CTAS Cintas Corporation
+0.87%
+$2,034.73 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.86%
+$19,027.28 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$76.05 
KHC The Kraft Heinz Company
+0.81%
+$0.2 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$13.47 
CAG Conagra Brands Inc.
+0.79%
+$1.16 
FID First Trust S&P International Dividend ETF
+0.78%
+$197.62 
REET iShares Global REIT ETF
+0.76%
+$174.72 
FR First Industrial Realty Trust Inc.
+0.76%
+$0.47 
FAST Fastenal Co.
+0.76%
+$154.35 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.75%
+$84,232.51 
APD Air Products and Chemicals, Inc.
+0.74%
+$131.84 
BKR Baker Hughes Company
+0.73%
+$1.84 
WTFC Wintrust Financial Corporation
+0.72%
+$235.2 
XLF Financial Select Sector SPDR Fund
+0.72%
+$0.75 
QSR Restaurant Brands International Inc.
+0.71%
+$3,337.36 
RGA Reinsurance Group of America, Inc.
+0.71%
+$7.28 
BLK BlackRock, Inc.
+0.7%
+$4,465.09 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$0.66 
URI United Rentals, Inc.
+0.69%
+$7.3 
SYSB iShares Systematic Bond ETF
+0.68%
+$6.54 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$47.57 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.66%
+$400.81 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$113.1 
AFG American Financial Group Inc.
+0.64%
+$0.85 
GOOG Alphabet Inc
+0.64%
+$1,165.83 
TMUS T-Mobile US, Inc.
+0.63%
+$2,031.76 
AJG Arthur J. Gallagher & Co.
+0.63%
+$2,159.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$1,026.95 
MBB iShares MBS ETF
+0.62%
+$1,081.66 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$96.33 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.61%
+$78.08 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.6%
+$208.95 
BTI British American Tobacco p.l.c. ADR
+0.6%
+$15,271.75 
RDDT Reddit Inc Class A
+0.59%
+$645.75 
BNDX Vanguard Total International Bond ETF
+0.58%
+$2,061.36 
PLTR Palantir Technologies Inc.
+0.58%
+$1,892.38 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$3,761.94 
PPC Pilgrim's Pride Corporation
+0.58%
+$0.17 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.57%
+$407.35 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$10,138.83 
PYLD PIMCO Multisector Bond Active ETF
+0.57%
+$1,796.25 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$975.73 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$17,603.52 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$4,962.66 
FTCB First Trust Core Investment Grade ETF
+0.55%
+$786.72 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$174.72 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$311.46 
FE FirstEnergy Corp.
+0.52%
+$9,193.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$103.79 
ABT Abbott Laboratories
+0.49%
+$1,006.28 
IAGG iShares International Aggregate Bond Fund
+0.48%
+$762 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.48%
+$64.4 
FVD First Trust Value Line Dividend Index Fund
+0.47%
+$218.47 
NSC Norfolk Southern Corporation
+0.47%
+$1,380.41 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.47%
+$4.34 
FLO Flowers Foods, Inc.
+0.45%
+$0.04 
AIZ Assurant Inc.
+0.44%
+$127.69 
PEG Public Service Enterprise Group Incorporated
+0.43%
+$1,152.94 
GATX GATX Corporation
+0.42%
+$0.73 
BBDC Barings BDC Inc.
+0.42%
+$785.68 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$188.03 
HYLS FT Tactical High Yield ETF
+0.42%
+$516.63 
WDIV SPDR S&P Global Dividend ETF
+0.42%
+$355.94 
KRC Kilroy Realty Corporation
+0.39%
+$0.15 
VZ Verizon Communications Inc.
+0.36%
+$7,936.79 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$331.83 
WFC Wells Fargo & Company
+0.35%
+$3,736.65 
GOOGL Alphabet Inc
+0.33%
+$19,695.64 
BINC iShares Flexible Income Active ETF
+0.32%
+$303.6 
CARY Angel Oak Income ETF
+0.31%
+$426.01 
ZTS Zoetis Inc.
+0.31%
+$17.5 
DIV Global X SuperDividend U.S. ETF
+0.29%
+$198.22 
ABBV AbbVie Inc.
+0.28%
+$9,718.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.27%
+$140 
MUB iShares National Muni Bond ETF
+0.25%
+$527.62 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$829.54 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.24%
+$74.56 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.23%
+$200.22 
U Unity Software Inc.
+0.23%
+$23.76 
WPC W. P. Carey Inc.
+0.22%
+$492.66 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$0.1 
ISRG Intuitive Surgical, Inc.
+0.21%
+$321.9 
D Dominion Energy, Inc.
+0.21%
+$3.92 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.2%
+$704.33 
KVUE Kenvue Inc.
+0.19%
+$49.32 
XEL Xcel Energy Inc.
+0.19%
+$3,791.15 
FNF Fidelity National Financial, Inc.
+0.19%
+$245.61 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.18%
+$4,065.95 
STAG Stag Industrial Inc.
+0.18%
+$10.01 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$0.14 
ENB Enbridge Inc.
+0.16%
+$4,745.43 
JNJ Johnson & Johnson
+0.15%
+$4,317.04 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$91.5 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$199.92 
FUTY Fidelity MSCI Utilities Index ETF
+0.13%
+$0.15 
PECO Phillips Edison & Company, Inc.
+0.13%
+$506.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$3.1 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$1,813.28 
CZR Caesars Entertainment, Inc.
+0.09%
+$70.72 
LDOS Leidos Holdings Inc.
+0.07%
+$15.3 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$165.58 
HAL Halliburton Company
+0.06%
+$0.42 
EVRG Evergy Inc.
+0.06%
+$7.65 
GIS General Mills, Inc.
+0.06%
+$0.22 
NDAQ Nasdaq, Inc.
+0.06%
+$14.75 
UGI UGI Corporation
+0.06%
+$0.02 
STE STERIS plc
+0.05%
+$191.05 
FREL Fidelity MSCI Real Estate Index ETF
+0.05%
+$0.03 
VNQ Vanguard Real Estate ETF
+0.05%
+$6.85 
MDT Medtronic plc
+0.05%
+$133.2 
DOC Healthpeak Properties, Inc.
+0.05%
+$60.58 
KMB Kimberly-Clark Corporation
+0.05%
+$648.95 
CLOI VanEck CLO ETF
+0.05%
+$20.25 
MWA Mueller Water Products Inc.
+0.04%
+$7.39 
CASY Casey's General Stores Inc.
+0.04%
+$259.78 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$18.5 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$37.19 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$0.17 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
FSSL
0%
$0 
HIMU
0%
$0 
JCI
0%
$0 
LH
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SNOW
0%
$0 
ORCL Oracle Corporation
-8.46%
-$16,081.03 
ADSK Autodesk, Inc.
-6.83%
-$120.96 
ADBE Adobe Inc.
-6.23%
-$38,359.2 
WDAY Workday Inc.
-4.79%
-$10,616.49 
COP ConocoPhillips
-3.69%
-$25,397.19 
SPOT Spotify Technology S.A.
-2.94%
-$1,714.48 
LYB LyondellBasell Industries N.V.
-2.9%
-$18.9 
NOW ServiceNow, Inc.
-2.77%
-$18,607.25 
ADM Archer-Daniels-Midland Co
-2.76%
-$736.96 
INTU Intuit Inc.
-2.71%
-$577.5 
XOM Exxon Mobil Corporation
-2.7%
-$103,635.56 
EOG EOG Resources, Inc.
-2.68%
-$3,455.44 
FANG Diamondback Energy Inc
-2.49%
-$13,298.6 
OVV Ovintiv Inc.
-2.45%
-$3,547.16 
MO Altria Group, Inc.
-2.37%
-$30,157.77 
PR Permian Resources Corporation
-2.31%
-$0.46 
ADP Automatic Data Processing Inc.
-2.23%
-$4,120.01 
BSX Boston Scientific Corporation
-2.15%
-$4,450.16 
CRM Salesforce Inc
-2.14%
-$505.08 
MCO Moody's Corporation
-2.1%
-$1,032.23 
DOW Dow Inc.
-2.06%
-$0.7 
CVX Chevron Corporation
-2%
-$55,201.35 
ZM Zoom Video Communications, Inc.
-1.93%
-$463.36 
PSX Phillips 66
-1.91%
-$3,593.2 
PAYX Paychex Inc.
-1.74%
-$20,024.55 
MSFT Microsoft Corp.
-1.72%
-$86,747.7 
AWK American Water Works Company, Inc.
-1.68%
-$543.15 
ALL Allstate Corporation
-1.59%
-$3,766.48 
ACN Accenture plc Class A
-1.58%
-$6,193.8 
DINO HF Sinclair Corporation
-1.58%
-$2,287.04 
RSG Republic Services, Inc.
-1.58%
-$1,085.28 
BJ BJ's Wholesale Club Holdings, Inc.
-1.58%
-$324.12 
VLO Valero Energy Corporation
-1.57%
-$24.24 
BR Broadridge Financial Solutions, Inc.
-1.46%
-$1,637.1 
FBRT Franklin BSP Realty Trust Inc.
-1.44%
-$1,361.4 
FSK FS KKR Capital Corp.
-1.41%
-$428.11 
INGR Ingredion Inc.
-1.37%
-$650.01 
IQV IQVIA Holdings Inc.
-1.37%
-$7,275.78 
AMT American Tower Corporation
-1.35%
-$6,047.6 
OKE ONEOK, Inc.
-1.35%
-$14.64 
KMI Kinder Morgan, Inc.
-1.3%
-$6,444.53 
DHR Danaher Corporation
-1.3%
-$2,003.96 
KDP Keurig Dr Pepper Inc.
-1.26%
-$4,152 
SMA SmartStop Self Storage REIT Inc.
-1.25%
-$3,799.47 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$444.74 
ESS Essex Property Trust, Inc.
-1.21%
-$154.8 
WTRG Essential Utilities Inc.
-1.18%
-$0.45 
MPC Marathon Petroleum Corporation
-1.17%
-$24.64 
CCI Crown Castle Inc.
-1.13%
-$2,790.47 
IRT Independence Realty Trust Inc.
-1.12%
-$0.19 
GLPI Gaming and Leisure Properties, Inc.
-1.1%
-$2,030.33 
POR Portland General Electric Co.
-1.1%
-$87.92 
MAA Mid-America Apartment Communities, Inc.
-1.08%
-$323.14 
PM Philip Morris International Inc.
-1.04%
-$31,209.4 
V Visa Inc. Class A
-0.99%
-$12,731.25 
LNG Cheniere Energy Inc.
-0.98%
-$2.37 
KO The Coca-Cola Company
-0.97%
-$14,678.82 
NFLX Netflix, Inc.
-0.96%
-$3,886.01 
MDLZ Mondelez International, Inc.
-0.95%
-$2.44 
SYK Stryker Corporation
-0.93%
-$1,475.18 
COST Costco Wholesale Corporation
-0.83%
-$4,302.04 
ATO Atmos Energy Corporation
-0.77%
-$96.2 
DEI Douglas Emmett Inc.
-0.77%
-$423.89 
MSIF MSC Income Fund Inc.
-0.76%
-$338.58 
WMB The Williams Companies, Inc.
-0.76%
-$4.95 
ES Eversource Energy
-0.74%
-$128.24 
ED Consolidated Edison, Inc.
-0.74%
-$166.16 
WEC WEC Energy Group Inc.
-0.72%
-$6,060.63 
SCHW Charles Schwab Corporation
-0.72%
-$12.8 
SO The Southern Company
-0.7%
-$7,636.17 
DUK Duke Energy Corporation
-0.67%
-$11,017 
HIG The Hartford Insurance Group, Inc.
-0.63%
-$510.04 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.62%
-$16,513.2 
CL Colgate-Palmolive Company
-0.57%
-$103.53 
PATH Uipath Inc.
-0.56%
-$94.44 
BCE BCE Inc.
-0.55%
-$0.94 
ADC Agree Realty Corporation
-0.54%
-$0.41 
AFL Aflac Inc.
-0.53%
-$75.02 
KR Kroger Co.
-0.51%
-$1,840.08 
LNT Alliant Energy Corporation
-0.5%
-$63.15 
RMD ResMed Inc.
-0.5%
-$37.63 
AMH American Homes 4 Rent
-0.48%
-$0.16 
TTE TotalEnergies SE
-0.47%
-$17,588.34 
META Meta Platforms Inc Class A
-0.47%
-$13,788.8 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$5,159.2 
TWLO Twilio Inc.
-0.47%
-$174.6 
PEGA Pegasystems Inc.
-0.46%
-$244.2 
ELS Equity Lifestyle Properties Inc.
-0.43%
-$0.28 
T AT&T Inc.
-0.43%
-$1,366.5 
PEP PepsiCo, Inc.
-0.42%
-$9,248.55 
PG Procter & Gamble Co
-0.41%
-$3,234.3 
CI The Cigna Group
-0.41%
-$972.84 
UL Unilever PLC Sponsored American Depositary Receipt
-0.41%
-$3,700.32 
ETR Entergy Corporation
-0.39%
-$3.87 
MKC McCormick & Company, Incorporated
-0.38%
-$31.92 
CME CME Group Inc.
-0.35%
-$4,933.6 
MA Mastercard Incorporated
-0.32%
-$1,391.97 
UNH UnitedHealth Group Incorporated
-0.32%
-$1,002.02 
CDNS Cadence Design Systems, Inc.
-0.31%
-$205.87 
FISV Fiserv, Inc.
-0.28%
-$114.45 
MCK McKesson Corporation
-0.27%
-$1,104.6 
BDX Becton, Dickinson and Company
-0.26%
-$738.66 
FG F&G Annuities & Life Inc.
-0.26%
-$23.7 
WMT Walmart Inc.
-0.23%
-$2,603.72 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.23%
-$250.18 
PPL PPL Corporation
-0.21%
-$2,689.12 
EMLP First Trust North American Energy Infrastructure Fund
-0.21%
-$25.02 
RF-PF Regions Financial Corporation
-0.2%
-$0.85 
NFG National Fuel Gas Company
-0.19%
-$0.15 
NEE NextEra Energy, Inc.
-0.19%
-$137.28 
CNP CenterPoint Energy Inc.
-0.19%
-$505.84 
SILA Sila Realty Trust Inc.
-0.15%
-$74.39 
AMP Ameriprise Financial, Inc.
-0.14%
-$87.68 
TJX The TJX Companies, Inc.
-0.11%
-$706.32 
LVHD Franklin U.S. Low Volatility ETF
-0.1%
-$15.48 
AEP American Electric Power Company, Inc.
-0.05%
-$705.18 
NI NiSource Inc.
-0.04%
-$9.76 
O Realty Income Corporation
-0.01%
-$146.19 Events
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Dividends
Dividend Analysis
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| Trades 10533 | Longs Won 5425/10533 51% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $57,092.42 |
| Average Win $19,719.62 | Best Trade (Jun 11) $1.35M | Sharpe Ratio -19.17 |
| Average Loss -$7,285.15 | Worst Trade (Sep 30) -$1.07M | Z-Score -19.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $6,623.6 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
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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