DS
David Spratt Portfolio
Invests via Badgley Phelps Wealth Managers LLC | Managed by Julie Parisio Roy, Steven C. Phelps, Timothy J. Thomas, J. Kevin Callaghan, Curtis L. Pepin, Patrick D. Rodgers, Calvin J. Spranger, Katherine D. Wham, Megan E. Wiley, Michael R. Gerke
Invests via Badgley Phelps Wealth Managers LLC
Managed by Julie Parisio Roy, Steven C. Phelps, Timothy J. Thomas, J. Kevin Callaghan, Curtis L. Pepin, Patrick D. Rodgers, Calvin J. Spranger, Katherine D. Wham, Megan E. Wiley, Michael R. Gerke
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David Spratt Profile
David Spratt is an accomplished investor-operator with extensive experience in launching and scaling innovative businesses within the technology sector. Throughout his career, he has held various executive roles where he has successfully driven growth strategies and optimized operational efficiencies. With a strong foundation in entrepreneurship, he combines industry insight with a hands-on approach to build dynamic teams that deliver results. His background not only emphasizes deep engagement in product development but also reflects significant contributions to capital allocation decisions. Leveraging a vast network of relationships across tech ecosystems, he positions himself as a key influencer on market trends and startup viability.
David Spratt is an accomplished investor-operator with extensive experience in launching and scaling innovative businesses within the technology sector. Throughout his career, he has held various executive roles where he has successfully driven growth strategies and optimized operational efficiencies. With a strong foundation in entrepreneurship, he combines industry insight with a hands-on approach to build dynamic teams that deliver results. His background not only emphasizes deep engagement in product development but also reflects significant contributions to capital allocation decisions. Leveraging a vast network of relationships across tech ecosystems, he positions himself as a key influencer on market trends and startup viability.
Investment Philosophy & Strategy
Analyzing emerging trends within the technology landscape, David Spratt pursues investment opportunities that align with his entrepreneurial background and operational acumen. His strategy focuses on identifying scalable business models capable of generating significant market disruption. Through a blend of hands-on leadership and strategic foresight, he aims to foster innovation while enhancing value creation in portfolio companies. By leveraging his extensive network and experience in executing growth initiatives, Spratt positions himself to capitalize on pivotal moments in the tech sector.
Analyzing emerging trends within the technology landscape, David Spratt pursues investment opportunities that align with his entrepreneurial background and operational acumen. His strategy focuses on identifying scalable business models capable of generating significant market disruption. Through a blend of hands-on leadership and strategic foresight, he aims to foster innovation while enhancing value creation in portfolio companies. By leveraging his extensive network and experience in executing growth initiatives, Spratt positions himself to capitalize on pivotal moments in the tech sector.
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:
36.36%
Gain +0.42%
Monthly
0.48%
Yearly
5.86%
Drawdown
17.02%
$5.61B
Equity
Holdings
$5.61B
Investment
$3.96B
$1.67B
Profit +$28.76M
Realized
$15.87M
Unrealized
$1.65B
Dividends
$253.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.42%
Profit
$28.76M
Win %
77%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$31.54M
Win %
77%
This Month
Compared to last month
Gain
-0.8%
Profit
-$45.03M
Win %
77%
This Year
Compared to last year
Gain
5.16%
Profit
$268.74M
Win %
76%
STX Seagate Technology Holdings plc
+6.28%
+$38,382.06 
INTC Intel Corporation
+5.02%
+$169,020.78 
AMD Advanced Micro Devices, Inc.
+4.97%
+$301,012.58 
QCOM QUALCOMM Incorporated
+4.67%
+$145,705.27 
ANET Arista Networks, Inc.
+4.6%
+$320,796.23 
WIT Wipro Limited American Depositary Receipt
+4.42%
+$1,140 
WY Weyerhaeuser Company
+3.8%
+$11,975.98 
AMTM Amentum Holdings, Inc.
+3.78%
+$6,711.73 
SCHW Charles Schwab Corporation
+3.56%
+$218,213.8 
GS The Goldman Sachs Group, Inc.
+3.51%
+$27,742.67 
KKR KKR & Co. Inc.
+3.4%
+$503,346.96 
PWR Quanta Services Inc.
+3.08%
+$922,514.8 
FCX Freeport-McMoRan Inc.
+3.02%
+$9,354 
APD Air Products and Chemicals, Inc.
+2.87%
+$13,270.74 
HON Honeywell International Inc.
+2.85%
+$575,881.25 
USB U.S. Bancorp
+2.79%
+$27,985.02 
EPAM Epam Systems Inc.
+2.73%
+$11,192.02 
GEV GE Vernova Inc.
+2.68%
+$244,572.64 
VZ Verizon Communications Inc.
+2.52%
+$31,095.58 
JPM JPMorgan Chase & Co.
+2.43%
+$2.1M 
NAUT Nautilus Biotechnology, Inc.
+2.41%
+$1,650 
BLK BlackRock, Inc.
+2.38%
+$35,528.48 
GLW Corning Incorporated
+2.29%
+$6,966 
PM Philip Morris International Inc.
+2.29%
+$38,366.12 
OXY Occidental Petroleum Corporation
+2.29%
+$16,310.61 
ACN Accenture plc Class A
+2.21%
+$37,103.6 
KMI Kinder Morgan, Inc.
+2.15%
+$6,416.55 
TFC Truist Financial Corporation
+2.12%
+$19,603.7 
T AT&T Inc.
+2.11%
+$6,327.31 
V Visa Inc. Class A
+2.09%
+$1.34M 
CVS CVS Health Corporation
+2.08%
+$26,646.31 
GBCI Glacier Bancorp Inc.
+2.06%
+$5,268.21 
UPRO ProShares UltraPro S&P500
+1.97%
+$11,883.35 
CTSH Cognizant Technology Solutions Corporation
+1.96%
+$151,667.57 
MET MetLife Inc.
+1.94%
+$168,753.9 
COLM Columbia Sportswear Company
+1.91%
+$979,105.01 
ADI Analog Devices, Inc.
+1.86%
+$7,848.9 
TMUS T-Mobile US, Inc.
+1.84%
+$154,511.73 
CAT Caterpillar Inc.
+1.83%
+$996,198.24 
EL The Estée Lauder Companies Inc. Class A
+1.81%
+$10,222.37 
WSM Williams-Sonoma, Inc.
+1.8%
+$5,124.71 
DG Dollar General Corporation
+1.79%
+$14,186.17 
AYI Acuity Brands Inc.
+1.78%
+$7,425.21 
BAC Bank of America Corporation
+1.78%
+$670,696.32 
MS Morgan Stanley
+1.78%
+$1.1M 
URI United Rentals, Inc.
+1.76%
+$372,495.26 
IWN iShares Russell 2000 Value ETF
+1.71%
+$1.44M 
LRCX Lam Research Corporation
+1.7%
+$1.36M 
AXP American Express Company
+1.67%
+$59,717.43 
DE Deere & Company
+1.66%
+$52,437.99 
SCHA Schwab U.S. Small-Cap ETF
+1.66%
+$27,130.29 
IWM iShares Russell 2000 ETF
+1.65%
+$640,809.6 
STZ Constellation Brands, Inc.
+1.65%
+$13,499.2 
PLD Prologis Inc.
+1.63%
+$509,188.8 
SMH VanEck Semiconductor ETF
+1.63%
+$47,744.96 
SNX TD Synnex Corporation
+1.63%
+$221,558.26 
UNP Union Pacific Corporation
+1.62%
+$441,013.44 
FTV Fortive Corporation
+1.6%
+$41,888.64 
CME CME Group Inc.
+1.6%
+$3,553.13 
AFL Aflac Inc.
+1.59%
+$8,584.94 
J Jacobs Solutions Inc.
+1.57%
+$26,805.24 
MRVL Marvell Technology, Inc.
+1.56%
+$559,457.4 
IJR iShares Core S&P Small-Cap ETF
+1.55%
+$66,488.7 
RPM RPM International Inc.
+1.53%
+$11,069.85 
GOOGL Alphabet Inc
+1.53%
+$1.74M 
SHW The Sherwin-Williams Company
+1.52%
+$220,608.19 
LIN Linde plc
+1.5%
+$633,004.5 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+1.5%
+$4,062.37 
TXN Texas Instruments Inc
+1.45%
+$247,937.19 
PEG Public Service Enterprise Group Incorporated
+1.45%
+$124,250.82 
GOOG Alphabet Inc
+1.41%
+$1.6M 
APTV Aptiv PLC
+1.38%
+$7,403.44 
AVUV Avantis U.S. Small Cap Value ETF
+1.36%
+$5,260.08 
IWO iShares Russell 2000 Growth ETF
+1.36%
+$1.15M 
NSC Norfolk Southern Corporation
+1.34%
+$4,304.43 
HUM Humana Inc.
+1.33%
+$10,109.69 
AMAT Applied Materials, Inc.
+1.32%
+$602,818.35 
CI The Cigna Group
+1.31%
+$99,962.1 
WELL Welltower Inc.
+1.31%
+$6,638.77 
ROK Rockwell Automation, Inc.
+1.31%
+$4,784.01 
RELY Remitly Global, Inc.
+1.3%
+$51,014.14 
XLE Energy Select Sector SPDR Fund
+1.3%
+$8,376.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.29%
+$9,207.62 
TSBK Timberland Bancorp, Inc.
+1.29%
+$3,741.97 
CCK Crown Holdings Inc.
+1.28%
+$189,986.92 
WMB The Williams Companies, Inc.
+1.28%
+$6,265.01 
IWD iShares Russell 1000 Value ETF
+1.28%
+$769,596.12 
IWS iShares Russell Mid-Cap Value ETF
+1.27%
+$367,712.06 
VLO Valero Energy Corporation
+1.27%
+$527,265.38 
VNQ Vanguard Real Estate ETF
+1.26%
+$5,440.29 
PCAR PACCAR Inc.
+1.25%
+$230,950.23 
IRM Iron Mountain Inc.
+1.25%
+$10,804.56 
VOE Vanguard Mid-Cap Value ETF
+1.24%
+$6,628.07 
GIS General Mills, Inc.
+1.23%
+$2,285.41 
EMR Emerson Electric Co.
+1.23%
+$22,073.69 
MAR Marriott International Inc. - Class A
+1.22%
+$7,793.93 
DON WisdomTree U.S. MidCap Dividend Fund
+1.22%
+$2,613.96 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.22%
+$4,801.13 
GD General Dynamics Corporation
+1.21%
+$6,542.65 
VB Vanguard Small-Cap ETF
+1.19%
+$2.36M 
DFUV Dimensional US Marketwide Value ETF
+1.19%
+$7,004.7 
VONV Vanguard Russell 1000 Value Index Fund
+1.18%
+$56,942.04 
SYK Stryker Corporation
+1.18%
+$224,528.74 
PSA Public Storage Common Stock
+1.17%
+$2,933.66 
IJH iShares Core S&P Mid-Cap ETF
+1.17%
+$1.58M 
FFIV F5 Inc.
+1.16%
+$12,092.61 
NRDS NerdWallet Inc.
+1.13%
+$2,306.41 
VTV Vanguard Value ETF
+1.13%
+$19,819.08 
VO Vanguard Mid-Cap ETF
+1.12%
+$53,503.56 
MDY SPDR S&P MidCap 400 ETF Trust
+1.11%
+$90,941.73 
SCHD Schwab U.S. Dividend Equity ETF
+1.11%
+$13,020.48 
NEE NextEra Energy, Inc.
+1.1%
+$215,585.16 
APH Amphenol Corporation
+1.09%
+$118,464.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.09%
+$3,670.64 
RSP Invesco S&P 500 Equal Weight ETF
+1.09%
+$399,570.65 
IWR iShares Russell Mid-Cap ETF
+1.09%
+$806,920.92 
HFWA Heritage Financial Corporation
+1.08%
+$6,501.01 
PAYX Paychex Inc.
+1.05%
+$12,583.89 
SPGI S&P Global Inc.
+1.02%
+$67,751.53 
VYM Vanguard High Dividend Yield ETF
+1.02%
+$14,119.62 
HD The Home Depot, Inc.
+1.01%
+$299,272.75 
SDY SPDR S&P Dividend ETF
+1%
+$42,548.78 
ITW Illinois Tool Works Inc.
+0.96%
+$2,381.44 
VXF Vanguard Extended Market ETF
+0.95%
+$4,020.37 
GEHC GE HealthCare Technologies Inc.
+0.95%
+$73,935.91 
DLR Digital Realty Trust, Inc.
+0.94%
+$2,267.46 
AVLV Avantis U.S. Large Cap Value ETF
+0.92%
+$2,230.2 
SO The Southern Company
+0.92%
+$3,323.9 
PG Procter & Gamble Co
+0.92%
+$282,404 
TRMB Trimble Inc.
+0.91%
+$70,743.4 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$15,808.08 
VPU Vanguard Utilities ETF
+0.9%
+$2,040.85 
DHR Danaher Corporation
+0.89%
+$193,104.6 
EOG EOG Resources, Inc.
+0.89%
+$195,758.64 
NI NiSource Inc.
+0.88%
+$256,700.59 
MCD McDonald's Corporation
+0.86%
+$147,995.3 
MRSH Marsh & McLennan Companies, Inc.
+0.85%
+$163,602.92 
SCHE Schwab Emerging Markets Equity ETF
+0.85%
+$23,887.29 
XLU Utilities Select Sector SPDR Fund
+0.84%
+$1,643.54 
GM General Motors Company
+0.83%
+$7,865.77 
BANR Banner Corporation
+0.83%
+$2,275.35 
PFE Pfizer Inc.
+0.82%
+$12,291.98 
XNTK SPDR NYSE Technology ETF
+0.82%
+$3,401.3 
MA Mastercard Incorporated
+0.82%
+$56,584.27 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.81%
+$19,343.61 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.81%
+$31,611.61 
SBUX Starbucks Corporation
+0.8%
+$41,072.16 
MO Altria Group, Inc.
+0.8%
+$7,278.33 
VGT Vanguard Information Technology ETF
+0.79%
+$32,244.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.77%
+$1.13M 
CSGP CoStar Group, Inc.
+0.77%
+$9,273.5 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.76%
+$2,315.04 
KR Kroger Co.
+0.75%
+$1,396.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.75%
+$110,265.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.75%
+$6,204.63 
IWV ISHARES RUSSELL 3000 ETF
+0.74%
+$22,996.87 
EEM iShares MSCI Emerging Markets ETF
+0.74%
+$38,883 
CSCO Cisco Systems, Inc.
+0.74%
+$422,136.9 
ESGV Vanguard ESG U.S. Stock ETF
+0.74%
+$5,649.6 
BRK-A Berkshire Hathaway Inc.
+0.73%
+$53,040 
DFUS Dimensional U.S. Equity Market ETF
+0.72%
+$3,811.76 
FISV Fiserv, Inc.
+0.72%
+$10,524.1 
IWB iShares Russell 1000 ETF
+0.71%
+$145,333.44 
WAB Wabtec Corporation
+0.71%
+$9,221.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.71%
+$2,795.02 
IVV iShares Core S&P 500 ETF
+0.7%
+$58,062.43 
SCHB Schwab U.S. Broad Market ETF
+0.7%
+$2,170.6 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$120,897.7 
VIG Vanguard Dividend Appreciation ETF
+0.68%
+$6,719.34 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$6,441.66 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$10,984.28 
WM Waste Management, Inc.
+0.65%
+$4,447.46 
VOO Vanguard S&P 500 ETF
+0.64%
+$19,044.5 
QQQ Invesco QQQ Trust, Series 1
+0.64%
+$24,418.8 
KMB Kimberly-Clark Corporation
+0.62%
+$3,632.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.62%
+$337,196.99 
BMY Bristol-Myers Squibb Company
+0.6%
+$9,219.78 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.58%
+$1,948.88 
JNJ Johnson & Johnson
+0.58%
+$223,712.16 
DUHP Dimensional US High Profitability ETF
+0.57%
+$2,705.32 
CVX Chevron Corporation
+0.55%
+$134,434.29 
META Meta Platforms Inc Class A
+0.55%
+$383,483.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.55%
+$3,060.64 
VEU Vanguard FTSE All-World ex-US ETF
+0.53%
+$86,263.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.52%
+$8,926.72 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.51%
+$17,318.73 
VRT Vertiv Holdings Co
+0.5%
+$122,231.2 
AZO AutoZone Inc.
+0.5%
+$1,557.53 
BRK-B Berkshire Hathaway Inc.
+0.49%
+$367,374.07 
QUAL iShares MSCI USA Quality Factor ETF
+0.49%
+$2,718.48 
JEPI JPMorgan Equity Premium Income Fund
+0.48%
+$1,412.64 
AMGN Amgen Inc.
+0.48%
+$24,514.59 
UNH UnitedHealth Group Incorporated
+0.48%
+$41,084.13 
PSLV Sprott Physical Silver Trust
+0.47%
+$2,518.2 
AOA iShares Core Aggressive Allocation ETF
+0.47%
+$6,304.05 
FNDC Schwab Fundamental International Small Company Index ETF
+0.46%
+$1,313.07 
XOM Exxon Mobil Corporation
+0.43%
+$76,373.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.43%
+$237,025.7 
FCOM Fidelity MSCI Communication Services Index ETF
+0.42%
+$1,534.8 
OEF iShares S&P 100 ETF
+0.41%
+$1,654.96 
EQIX Equinix, Inc.
+0.41%
+$23,241.34 
USMV iShares MSCI USA Min Vol Factor ETF
+0.41%
+$1,029.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.41%
+$533,566.36 
SYY Sysco Corporation
+0.4%
+$16,278.08 
SCHF Schwab International Equity ETF
+0.38%
+$5,671.05 
EFA iShares MSCI EAFE ETF
+0.36%
+$858,411.64 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.36%
+$75,840.07 
NVDA NVIDIA Corporation
+0.35%
+$983,514.7 
VUG Vanguard Growth ETF
+0.35%
+$4,184.28 
BZH Beazer Homes USA Inc.
+0.34%
+$5,041.46 
FERG Ferguson Enterprises Inc
+0.32%
+$1,704.24 
WEC WEC Energy Group Inc.
+0.31%
+$1,677.2 
IDV iShares International Select Dividend ETF
+0.3%
+$1,267.24 
LOW Lowe's Companies Inc.
+0.3%
+$9,682.82 
IWP iShares Russell Mid-Cap Growth ETF
+0.3%
+$103,761 
DIS The Walt Disney Company
+0.29%
+$41,998.56 
IEFA iShares Core MSCI EAFE ETF
+0.28%
+$966.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.27%
+$2,943.72 
MMM 3M Company
+0.27%
+$1,717.38 
ADP Automatic Data Processing Inc.
+0.26%
+$4,789.75 
MCK McKesson Corporation
+0.25%
+$61,670 
ETN Eaton Corporation plc
+0.24%
+$42,975.5 
PANW Palo Alto Networks, Inc.
+0.24%
+$118,694 
BKNG Booking Holdings Inc.
+0.24%
+$75,650.25 
VHT Vanguard Health Care ETF
+0.23%
+$2,012.95 
ECL Ecolab Inc.
+0.2%
+$32,736.96 
MNST Monster Beverage Corporation
+0.19%
+$13,100.22 
VGK Vanguard FTSE Europe ETF
+0.17%
+$374.1 
XLC Communication Services Select Sector SPDR Fund
+0.16%
+$331.38 
PHYS Sprott Physical Gold Trust
+0.16%
+$1,260.1 
MRK Merck & Co., Inc.
+0.14%
+$22,354.83 
PH Parker-Hannifin Corporation
+0.13%
+$42,716.63 
AMT American Tower Corporation
+0.13%
+$5,840.88 
SNPS Synopsys, Inc.
+0.12%
+$15,218.73 
VRTX Vertex Pharmaceuticals Incorporated
+0.12%
+$1,015.72 
VONG Vanguard Russell 1000 Growth Fund
+0.12%
+$2,992.35 
IEUR iShares Core MSCI Europe ETF
+0.1%
+$757.92 
SHEL Shell plc
+0.1%
+$260.82 
IWF iShares Russell 1000 Growth ETF
+0.1%
+$58,811 
IYH iShares U.S. Healthcare ETF
+0.1%
+$423.02 
XLV Health Care Select Sector SPDR Fund
+0.1%
+$2,955 
BNDX Vanguard Total International Bond ETF
+0.09%
+$482.26 
RTX RTX Corporation
+0.09%
+$9,204.22 
AEP American Electric Power Company, Inc.
+0.09%
+$308.88 
BP BP p.l.c. Sponsored ADR
+0.08%
+$161.87 
TMO Thermo Fisher Scientific Inc.
+0.08%
+$16,239.22 
WAT Waters Corporation
+0.07%
+$450.86 
GWRE GUIDEWIRE SOFTWARE INC
+0.04%
+$1,350.15 
PEP PepsiCo, Inc.
+0.04%
+$3,445.7 
EPD Enterprise Products Partners L.P.
+0.03%
+$92.82 
ABBV AbbVie Inc.
+0.02%
+$780.75 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$368.25 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1,022.63 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$20.7 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$25.93 
ABC AmerisourceBergen Corporation
0%
$0 
BLL Ball Corp
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
JCI
0%
$0 
LEN
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
OMER Omeros Corporation
-17.68%
-$474,400.8 
RKLB Rocket Lab Corporation
-6.93%
-$126,079.05 
ADBE Adobe Inc.
-6.56%
-$513,565.34 
CTAS Cintas Corporation
-2.9%
-$56,934.24 
KRMN Karman Holdings Inc.
-2.82%
-$195,008.8 
RACE Ferrari N.V.
-2.73%
-$16,350.8 
NOW ServiceNow, Inc.
-1.88%
-$433,491.06 
ABT Abbott Laboratories
-1.84%
-$28,970.7 
UBER Uber Technologies, Inc.
-1.61%
-$119,201.6 
AMZN Amazon.com Inc
-1.59%
-$2.47M 
ASML ASML Holding N.V. New York Registry Shares
-1.51%
-$6,108.84 
EBAY eBay Inc.
-1.35%
-$3,986.93 
NFLX Netflix, Inc.
-1.34%
-$172,715.95 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.31%
-$92,742.33 
BSX Boston Scientific Corporation
-1.29%
-$67,792.35 
BDX Becton, Dickinson and Company
-1.28%
-$29,036.22 
AAPL Apple Inc.
-1.27%
-$3.22M 
PLTR Palantir Technologies Inc.
-1.27%
-$87,493.73 
RVSB Riverview Bancorp Inc.
-1.18%
-$1,578.29 
AVGO Broadcom Inc.
-1.05%
-$826,236.4 
MLPA Global X MLP ETF
-1%
-$4,015.98 
CB Chubb Limited
-0.98%
-$243,202.85 
BA Boeing Company
-0.97%
-$30,261.25 
LLY Eli Lilly and Company
-0.93%
-$1M 
CRM Salesforce Inc
-0.93%
-$163,732.8 
LHX L3Harris Technologies, Inc.
-0.92%
-$165,490.52 
ZTS Zoetis Inc.
-0.85%
-$6,966.24 
ISRG Intuitive Surgical, Inc.
-0.82%
-$82,016.17 
NKE Nike, Inc. - Class B
-0.72%
-$21,051.69 
NYT New York Times Co.
-0.7%
-$1,415.44 
MDLZ Mondelez International, Inc.
-0.63%
-$127,756.4 
LMT Lockheed Martin Corporation
-0.56%
-$3,336.69 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.54%
-$112,117 
GILD Gilead Sciences Inc.
-0.52%
-$80,698.86 
MU Micron Technology, Inc.
-0.52%
-$102,367.56 
CPRT Copart Inc.
-0.52%
-$8,188.31 
ORLY O'Reilly Automotive Inc.
-0.51%
-$94,208.7 
IBM International Business Machines Corporation
-0.46%
-$60,776.33 
MSFT Microsoft Corp.
-0.44%
-$1.09M 
ITA iShares U.S. Aerospace & Defense ETF
-0.4%
-$1,460.76 
ORCL Oracle Corporation
-0.37%
-$80,012.02 
TENB Tenable Holdings Inc.
-0.35%
-$956.71 
CLX The Clorox Company
-0.29%
-$705.86 
WMT Walmart Inc.
-0.28%
-$133,588.38 
TSLA Tesla, Inc.
-0.28%
-$80,416.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.2%
-$1,073.52 
CRWD CrowdStrike Holdings, Inc.
-0.18%
-$1,139.22 
UPS United Parcel Service, Inc.
-0.17%
-$21,359.04 
NVS Novartis AG Sponsored ADR
-0.17%
-$445.38 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$1,523.49 
NOC Northrop Grumman Corporation
-0.16%
-$515.92 
TT Trane Technologies plc
-0.15%
-$513.34 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$48,919.96 
MDT Medtronic plc
-0.11%
-$20,610.27 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$95,121.39 
TIP iShares TIPS Bond ETF
-0.1%
-$211.89 
GE General Electric Company
-0.09%
-$19,288.57 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$23,893.1 
TJX The TJX Companies, Inc.
-0.08%
-$15,489.36 
GVI iShares Intermediate Government Bond ETF
-0.06%
-$8,015.86 
KO The Coca-Cola Company
-0.06%
-$16,711.5 
COST Costco Wholesale Corporation
-0.05%
-$44,218 
GLD SPDR Gold Shares
-0.05%
-$921.53 
CL Colgate-Palmolive Company
-0.04%
-$591.52 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.04%
-$119.22 
IAU iShares Gold Trust
-0.04%
-$409.86 
MUB iShares National Muni Bond ETF
-0.02%
-$110 Events
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Dividends
Dividend Analysis
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| Trades 4285 | Longs Won 2708/4285 63% | Profit Factor 5.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4M |
| Average Win $760,528.4 | Best Trade (Jun 10) $194.72M | Sharpe Ratio -10.42 |
| Average Loss -$247,126.79 | Worst Trade (Sep 30) -$15.57M | Z-Score 18.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 3d | Expectancy $389,683.07 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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