Kyle Jones Portfolio
Invests via Pineridge Advisors LLC | Managed by Kyle R. Jones, Matthew Allgeyer
Invests via Pineridge Advisors LLC
Managed by Kyle R. Jones, Matthew Allgeyer
Automatically Tracked
Kyle Jones Profile
Experienced growth-stage investor and operator with sector focus on software and fintech. Kyle Jones brings a background in product leadership and venture investing, advising portfolio companies on go-to-market, unit economics and scaling customer acquisition. Prior roles include operating leadership at late-stage startups and investment work at a venture firm; holds an MBA and engineering undergrad. Active on early growth and Series A allocations.
Experienced growth-stage investor and operator with sector focus on software and fintech. Kyle Jones brings a background in product leadership and venture investing, advising portfolio companies on go-to-market, unit economics and scaling customer acquisition. Prior roles include operating leadership at late-stage startups and investment work at a venture firm; holds an MBA and engineering undergrad. Active on early growth and Series A allocations.
Investment Philosophy & Strategy
Targets growth-stage software and fintech businesses, favoring Series A and early growth rounds where product-led scaling meets repeatable unit economics. Investment style combines operator lens with venture discipline: prioritize founders with defensible product differentiation, data-driven go-to-market plans, and clear customer economics. Capital allocated to accelerate customer acquisition and measurable CAC payback, with active board/advisory involvement to shape product roadmap, metrics and scalable sales motions over a 3–7 year return horizon.
Targets growth-stage software and fintech businesses, favoring Series A and early growth rounds where product-led scaling meets repeatable unit economics. Investment style combines operator lens with venture discipline: prioritize founders with defensible product differentiation, data-driven go-to-market plans, and clear customer economics. Capital allocated to accelerate customer acquisition and measurable CAC payback, with active board/advisory involvement to shape product roadmap, metrics and scalable sales motions over a 3–7 year return horizon.
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:
6.66%
Gain
Monthly
0.21%
Yearly
2.57%
Drawdown
12.5%
$363.42M
Equity
Holdings
$363.42M
Investment
$327.88M
$55.41M
Profit -$1.17M
Realized
$19.88M
Unrealized
$35.53M
Dividends
$23.61M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.17M
Win %
73%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.52M
Win %
73%
This Month
Compared to last month
Gain
-0.3%
Profit
-$1.08M
Win %
73%
This Year
Compared to last year
Gain
3.35%
Profit
$11.79M
Win %
73%
ABT Abbott Laboratories
+10.99%
+$3,305.97 
ERIE Erie Indemnity Company
+9.72%
+$122.61 
FLO Flowers Foods, Inc.
+6.3%
+$505.96 
JBHT J.B. Hunt Transport Services, Inc.
+5.95%
+$427.44 
MCK McKesson Corporation
+5.57%
+$310.45 
DOCU DocuSign Inc.
+5.47%
+$2.8 
ACN Accenture plc Class A
+5.25%
+$172.68 
PAYX Paychex Inc.
+4.72%
+$394.44 
FDS FactSet Research Systems Inc.
+4.69%
+$82.46 
STAG Stag Industrial Inc.
+4.67%
+$93.25 
WDAY Workday Inc.
+4.59%
+$84.56 
CRM Salesforce Inc
+4.5%
+$150.21 
INFY Infosys Limited
+4.48%
+$148.5 
MDLZ Mondelez International, Inc.
+4.09%
+$981.6 
ADP Automatic Data Processing Inc.
+3.99%
+$177.84 
ZTS Zoetis Inc.
+3.8%
+$56.6 
IBM International Business Machines Corporation
+3.78%
+$9,779.77 
VTRS Viatris Inc.
+3.77%
+$51.61 
NKE Nike, Inc. - Class B
+3.77%
+$41.9 
GPC Genuine Parts Company
+3.74%
+$167.61 
MRK Merck & Co., Inc.
+3.74%
+$720.72 
ITW Illinois Tool Works Inc.
+3.72%
+$352.98 
KHC The Kraft Heinz Company
+3.67%
+$128.09 
PM Philip Morris International Inc.
+3.55%
+$3,832.74 
COR Cencora, Inc.
+3.54%
+$294.14 
STE STERIS plc
+3.52%
+$104.09 
PLD Prologis Inc.
+3.48%
+$209.58 
IOT Samsara Inc. Class A Common Stock
+3.42%
+$31.12 
PYPL PayPal Holdings Inc
+3.41%
+$1,137 
ABBV AbbVie Inc.
+3.41%
+$4,035.2 
BUSE First Busey Corporation
+3.4%
+$70.96 
T AT&T Inc.
+3.38%
+$2,706.43 
UNP Union Pacific Corporation
+3.37%
+$2,616.03 
VLTO Veralto Corporation
+3.36%
+$73.44 
RPRX Royalty Pharma plc
+3.33%
+$165 
UPS United Parcel Service, Inc.
+3.3%
+$197.69 
AMGN Amgen Inc.
+3.22%
+$172.86 
KR Kroger Co.
+3.17%
+$87.71 
VZ Verizon Communications Inc.
+3.13%
+$87.1 
IVT InvenTrust Properties Corp.
+3.11%
+$314.6 
SUN Sunoco L.P.
+3.11%
+$388.08 
SBUX Starbucks Corporation
+3.06%
+$295.75 
FMBH First Mid Bancshares Inc.
+3.06%
+$375.48 
NSC Norfolk Southern Corporation
+2.98%
+$323.07 
TRMB Trimble Inc.
+2.96%
+$39.91 
CTSH Cognizant Technology Solutions Corporation
+2.94%
+$57.15 
MO Altria Group, Inc.
+2.94%
+$1,376.55 
PEP PepsiCo, Inc.
+2.93%
+$3,890.6 
CMCSA Comcast Corp
+2.92%
+$16.11 
GRMN Garmin Ltd.
+2.86%
+$622.8 
PPC Pilgrim's Pride Corporation
+2.85%
+$59.13 
MRSH Marsh & McLennan Companies, Inc.
+2.85%
+$60.24 
NWS News Corporation
+2.78%
+$112.64 
KO The Coca-Cola Company
+2.78%
+$3,769.34 
GILD Gilead Sciences Inc.
+2.76%
+$188.76 
OKE ONEOK, Inc.
+2.75%
+$137.78 
SPGI S&P Global Inc.
+2.72%
+$144.84 
IYK iShares U.S. Consumer Staples ETF
+2.7%
+$703.1 
PSX Phillips 66
+2.65%
+$135.33 
AJG Arthur J. Gallagher & Co.
+2.65%
+$164 
TJX The TJX Companies, Inc.
+2.59%
+$351.9 
WMT Walmart Inc.
+2.59%
+$17,250.48 
KMB Kimberly-Clark Corporation
+2.58%
+$63.26 
MCD McDonald's Corporation
+2.57%
+$3,864.11 
PAG Penske Automotive Group Inc.
+2.56%
+$66.82 
VRSN Verisign Inc.
+2.56%
+$69.25 
GSK GSK plc Sponsored ADR
+2.56%
+$3.94 
XYL Xylem Inc.
+2.54%
+$6.18 
CNA CNA Financial Corporation
+2.54%
+$74.93 
TTEK Tetra Tech, Inc.
+2.49%
+$36.66 
CSX CSX Corporation
+2.48%
+$196.3 
BMY Bristol-Myers Squibb Company
+2.47%
+$8.7 
MA Mastercard Incorporated
+2.46%
+$14,785.99 
PFGC Performance Food Group Co.
+2.43%
+$150.08 
WTFC Wintrust Financial Corporation
+2.34%
+$87.63 
GEHC GE HealthCare Technologies Inc.
+2.33%
+$20.58 
UNH UnitedHealth Group Incorporated
+2.25%
+$1,627.93 
SR Spire Inc.
+2.25%
+$1.8 
CORT Corcept Therapeutics Incorporated
+2.23%
+$100.05 
SYY Sysco Corporation
+2.21%
+$74.76 
LOW Lowe's Companies Inc.
+2.2%
+$1,864.46 
USRT iShares Core U.S. REIT ETF
+2.18%
+$110.96 
TEAM Atlassian Corporation Class A
+2.17%
+$3.98 
DIV Global X SuperDividend U.S. ETF
+2.14%
+$644.5 
PSA Public Storage Common Stock
+2.12%
+$232.93 
IQV IQVIA Holdings Inc.
+2.09%
+$77.89 
MSFT Microsoft Corp.
+2.09%
+$45,813.3 
PRU Prudential Financial, Inc.
+2.08%
+$712.22 
FISV Fiserv, Inc.
+2.06%
+$94.65 
V Visa Inc. Class A
+2.02%
+$387.18 
PG Procter & Gamble Co
+2.01%
+$762.88 
TPR Tapestry Inc.
+1.99%
+$108.81 
FSK FS KKR Capital Corp.
+1.97%
+$1,496.83 
RMR RMR Group Inc.
+1.94%
+$0.4 
SDY SPDR S&P Dividend ETF
+1.93%
+$902.7 
TGT Target Corporation
+1.89%
+$46.98 
RGA Reinsurance Group of America, Inc.
+1.89%
+$498.89 
MNST Monster Beverage Corporation
+1.88%
+$25.62 
PHM PulteGroup Inc.
+1.87%
+$65.8 
AGNT eXp World Holdings Inc.
+1.86%
+$93.33 
DIS The Walt Disney Company
+1.86%
+$1,205.74 
VNQ Vanguard Real Estate ETF
+1.84%
+$28.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.81%
+$571.12 
DBX Dropbox Inc.
+1.78%
+$108.26 
CTVA Corteva Inc.
+1.74%
+$4.41 
RMD ResMed Inc.
+1.73%
+$464.4 
IEX IDEX Corporation
+1.67%
+$56.1 
CHWY Chewy Inc.
+1.65%
+$0.7 
TFC Truist Financial Corporation
+1.64%
+$86.5 
SPLV Invesco S&P 500 Low Volatility ETF
+1.64%
+$3,565.45 
ICE Intercontinental Exchange, Inc.
+1.62%
+$167.24 
BUD Anheuser-Busch InBev S.A. ADR
+1.58%
+$6.33 
PCAR PACCAR Inc.
+1.55%
+$106.96 
RC Ready Capital Corporation
+1.54%
+$3.48 
KD Kyndryl Holdings Inc.
+1.54%
+$21.96 
KMI Kinder Morgan, Inc.
+1.51%
+$221.16 
ASIX AdvanSix Inc.
+1.47%
+$0.61 
DFAT Dimensional US Targeted Value ETF
+1.43%
+$195 
EPD Enterprise Products Partners L.P.
+1.43%
+$80.25 
ET Energy Transfer L.P.
+1.38%
+$68.75 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$88.35 
LLY Eli Lilly and Company
+1.34%
+$1,900.35 
CVX Chevron Corporation
+1.33%
+$786.5 
IJS iShares S&P Small-Cap 600 Value ETF
+1.32%
+$59.56 
REZI Resideo Technologies Inc.
+1.32%
+$5.17 
TRV The Travelers Companies, Inc.
+1.29%
+$424.5 
ALV Autoliv, Inc.
+1.29%
+$41.08 
AFL Aflac Inc.
+1.27%
+$1,767.92 
SO The Southern Company
+1.25%
+$184.08 
HD The Home Depot, Inc.
+1.24%
+$1,552.19 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$546.91 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.23%
+$456.86 
PHIN Phinia Inc.
+1.23%
+$2.92 
FOX Fox Corporation Class B Common Stock
+1.21%
+$105.91 
ADM Archer-Daniels-Midland Co
+1.19%
+$50.7 
LULU lululemon athletica inc.
+1.18%
+$2.78 
M Macy's Inc.
+1.18%
+$6.44 
PPL PPL Corporation
+1.16%
+$27.01 
ACGL Arch Capital Group Ltd
+1.14%
+$30.37 
CVS CVS Health Corporation
+1.14%
+$65.34 
DUK Duke Energy Corporation
+1.14%
+$613.44 
XOM Exxon Mobil Corporation
+1.14%
+$5,327.85 
USB U.S. Bancorp
+1.14%
+$440.81 
UBER Uber Technologies, Inc.
+1.12%
+$28.52 
ATO Atmos Energy Corporation
+1.12%
+$62.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$222.85 
NOG Northern Oil and Gas Inc.
+1.1%
+$19.35 
AVUV Avantis U.S. Small Cap Value ETF
+1.1%
+$34.25 
PFE Pfizer Inc.
+1.09%
+$171.18 
KKR KKR & Co. Inc.
+1.07%
+$244.08 
JNJ Johnson & Johnson
+1.06%
+$180.44 
XLE Energy Select Sector SPDR Fund
+1.05%
+$90.44 
STLA Stellantis N.V.
+1.02%
+$31.38 
AEE Ameren Corporation
+1.01%
+$3,671.37 
USMV iShares MSCI USA Min Vol Factor ETF
+1.01%
+$6,230.25 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$824.89 
DE Deere & Company
+0.97%
+$245.1 
IYE iShares U.S. Energy ETF
+0.96%
+$426.58 
WAB Wabtec Corporation
+0.94%
+$2.44 
EMR Emerson Electric Co.
+0.92%
+$3,078.75 
POR Portland General Electric Company
+0.9%
+$25.85 
IWS iShares Russell Mid-Cap Value ETF
+0.9%
+$1,946.95 
CRH CRH plc
+0.87%
+$33.48 
VOE Vanguard Mid-Cap Value ETF
+0.87%
+$176.25 
LUV Southwest Airlines Co.
+0.84%
+$426.62 
RGEN Repligen Corporation
+0.83%
+$61.5 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.78%
+$260.38 
WEC WEC Energy Group Inc.
+0.77%
+$16.53 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$216.79 
NOW ServiceNow, Inc.
+0.76%
+$12 
IWD iShares Russell 1000 Value ETF
+0.74%
+$263.52 
IUSV iShares Core S&P U.S. Value ETF
+0.73%
+$650.43 
AAPL Apple Inc.
+0.7%
+$4,165.51 
FANG Diamondback Energy Inc
+0.69%
+$26.1 
OXY-WT Occidental Petroleum Corporation
+0.66%
+$1.47 
IWX iShares Russell Top 200 Value ETF
+0.65%
+$3,217.62 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$220 
GL Globe Life Inc.
+0.63%
+$12.65 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$253.8 
DAL Delta Air Lines, Inc.
+0.58%
+$0.49 
TMO Thermo Fisher Scientific Inc.
+0.57%
+$24.56 
IXC iShares Global Energy ETF
+0.57%
+$182.7 
SQ Block, Inc.
+0.57%
+$82.25 
LIN Linde plc
+0.55%
+$31.24 
DVN Devon Energy Corporation
+0.55%
+$23.5 
HPQ HP Inc.
+0.55%
+$51.61 
TROW T. Rowe Price Group, Inc.
+0.53%
+$62.46 
WDIV SPDR S&P Global Dividend ETF
+0.53%
+$136.92 
GD General Dynamics Corporation
+0.51%
+$26.18 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.46%
+$152.52 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.46%
+$42.77 
ALL Allstate Corporation
+0.45%
+$17.12 
HON Honeywell International Inc.
+0.42%
+$45.88 
DFAS Dimensional U.S. Small Cap ETF
+0.41%
+$54.12 
OXY Occidental Petroleum Corporation
+0.4%
+$3.87 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.37%
+$777.98 
VTV Vanguard Value ETF
+0.35%
+$184.97 
ROK Rockwell Automation, Inc.
+0.32%
+$13.41 
AAL American Airlines Group Inc.
+0.32%
+$3.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$129.27 
IGV iShares Expanded Tech-Software Sector ETF
+0.31%
+$10.15 
LPSN LivePerson, Inc.
+0.28%
$0 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$153.08 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$43.23 
Z Zillow Group Inc.
+0.21%
+$14.38 
FERG Ferguson Enterprises Inc
+0.19%
+$3.08 
AXP American Express Company
+0.16%
+$6.43 
AMP Ameriprise Financial, Inc.
+0.15%
+$6.97 
VB Vanguard Small-Cap ETF
+0.13%
+$25.08 
NEE NextEra Energy, Inc.
+0.12%
+$3.52 
PLTR Palantir Technologies Inc.
+0.12%
+$8 
MBND SPDR Nuveen Municipal Bond Fund
+0.09%
+$1,581.9 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$95.83 
CLOZ Panagram BBB-B CLO ETF
+0.04%
+$2.52 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$10.1 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$31.41 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$1.23 
GJUL FT Vest US Equity Moderate Class B
+0.02%
+$0.24 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$0.81 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.02%
+$17.58 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$453.14 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.01%
+$0.45 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$466.94 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$0.84 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.01%
+$0.56 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.31 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$0.07 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
0%
$0 
CMA Comerica Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HI Hillenbrand Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
IRBT iRobot Corporation
0%
$0 
K Kellanova Inc.
0%
$0 
NYMT New York Mortgage Trust Inc.
0%
$0 
ONEZ
0%
$0 
QBER
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
0%
$0 
SNDL Sundial Growers Inc.
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPR Spirit AeroSystems Holdings, Inc.
0%
$0 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
0%
$0 
RKLB Rocket Lab Corporation
-12.24%
-$130.58 
ALDX Aldeyra Therapeutics Inc.
-11.98%
-$138 
BKSY BlackSky Technology Inc.
-11.77%
-$926.64 
GLW Corning Incorporated
-11.01%
-$32,753.05 
SANA Sana Biotechnology, Inc.
-9.44%
-$67 
NOK Nokia Corporation Sponsored ADR
-8.71%
-$244.97 
USAR USA Rare Earth, Inc.
-8.69%
-$150.34 
RIOT Riot Platforms, Inc.
-8.01%
-$40.25 
INTC Intel Corporation
-6.93%
-$335.43 
CC Chemours Co.
-6.59%
-$1.22 
MU Micron Technology, Inc.
-6.37%
-$11,867.15 
GE General Electric Company
-6.22%
-$986.26 
RIVN Rivian Automotive, Inc.
-6.01%
-$5.35 
FLEX Flex Ltd.
-5.9%
-$470.58 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-5.53%
-$138.44 
REPL Replimune Group Inc.
-5.42%
-$78.75 
LRCX Lam Research Corporation
-5.41%
-$707.46 
VRT Vertiv Holdings Co
-5.4%
-$476.76 
MS Morgan Stanley
-5.33%
-$6,090 
GS The Goldman Sachs Group, Inc.
-5.17%
-$893.4 
ORCL Oracle Corporation
-4.89%
-$10,311.15 
PLUG Plug Power Inc.
-4.75%
-$0.21 
CAT Caterpillar Inc.
-4.74%
-$5,065.52 
AVGO Broadcom Inc.
-4.73%
-$5,800.15 
URA Global X Uranium ETF
-4.68%
-$660.74 
FIX Comfort Systems USA, Inc.
-4.61%
-$80.08 
CCJ Cameco Corporation
-4.6%
-$117.18 
NEM Newmont Corporation
-4.5%
-$59.92 
ETN Eaton Corporation plc
-4.48%
-$1,293.97 
MPWR Monolithic Power Systems, Inc.
-4.18%
-$339.42 
SMH VanEck Semiconductor ETF
-4.18%
-$839.12 
CI The Cigna Group
-4.05%
-$796.62 
QCOM QUALCOMM Incorporated
-3.97%
-$240.16 
HWM Howmet Aerospace Inc.
-3.78%
-$189.9 
SCCO Southern Copper Corporation
-3.73%
-$311.65 
RBLX Roblox Corporation
-3.71%
-$4.24 
SE Sea Ltd.
-3.65%
-$4.06 
DELL Dell Technologies Inc.
-3.6%
-$668.92 
SIVR abrdn Physical Silver Shares ETF
-3.54%
-$6,963.1 
SLV iShares Silver Trust
-3.53%
-$10,232.37 
TXN Texas Instruments Inc
-3.52%
-$232.98 
PWR Quanta Services Inc.
-3.39%
-$110 
GEV GE Vernova Inc.
-3.34%
-$352.6 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$104.62 
ADI Analog Devices, Inc.
-2.91%
-$580.89 
NVDA NVIDIA Corporation
-2.77%
-$7,910.27 
LMND Lemonade Inc.
-2.65%
-$7 
SOFI SoFi Technologies, Inc.
-2.63%
-$2.35 
ANET Arista Networks, Inc.
-2.62%
-$112.75 
CSCO Cisco Systems, Inc.
-2.6%
-$7,824.2 
C Citigroup Inc.
-2.54%
-$188.1 
BTX BlackRock Technology and Private Equity Fund
-2.45%
-$276.75 
BWA BorgWarner Inc.
-2.42%
-$29.45 
HNRG Hallador Energy Company
-2.39%
-$39.16 
EEM iShares MSCI Emerging Markets ETF
-2.31%
-$38,576.44 
SNX TD Synnex Corporation
-2.22%
-$111 
CNC Centene Corporation
-2.21%
-$1,473.53 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$57,848.94 
BNY BlackRock New York Municipal Income Trust
-2.12%
-$151.36 
FLR Fluor Corporation
-2.11%
-$107 
GTX Garrett Motion Inc.
-2.06%
-$4.58 
IWY iShares Russell Top 200 Growth ETF
-1.92%
-$16,552.12 
CWB SPDR Bloomberg Convertible Securities ETF
-1.91%
-$611.82 
GOOGL Alphabet Inc
-1.91%
-$2,467.32 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$754.92 
VONG Vanguard Russell 1000 Growth Fund
-1.85%
-$373.65 
GLD SPDR Gold Shares
-1.84%
-$3,409.42 
GOOG Alphabet Inc
-1.81%
-$675.61 
TDOC Teladoc Health Inc.
-1.8%
-$0.7 
ILCG iShares Morningstar Growth ETF
-1.79%
-$122.42 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$6,384.95 
IAUM iShares Gold Trust Micro
-1.77%
-$1,911.91 
BAR GraniteShares Gold Trust
-1.75%
-$3,276 
JCI Johnson Controls International plc
-1.74%
-$79.36 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.7%
-$1,588.81 
META Meta Platforms Inc Class A
-1.69%
-$654.64 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$146.1 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.62%
-$32 
DD DuPont de Nemours, Inc.
-1.62%
-$5.22 
ALGN Align Technology, Inc.
-1.62%
-$61.64 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$685.58 
MGNI Magnite, Inc.
-1.62%
-$45.42 
CDNS Cadence Design Systems, Inc.
-1.59%
-$23.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.53%
-$737.84 
PIPR Piper Sandler Companies
-1.49%
-$4.64 
FTNT Fortinet Inc.
-1.49%
-$76.01 
IWP iShares Russell Mid-Cap Growth ETF
-1.48%
-$1,848.83 
TSLA Tesla, Inc.
-1.44%
-$7,425.92 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$291.18 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$79.64 
RTX RTX Corporation
-1.33%
-$18.27 
SPEM SPDR Portfolio Emerging Markets ETF
-1.31%
-$402,399.9 
SCHF Schwab International Equity ETF
-1.27%
-$11,910.15 
VUG Vanguard Growth ETF
-1.25%
-$237.6 
IXUS iShares Core International Stock ETF
-1.23%
-$938.34 
JPM JPMorgan Chase & Co.
-1.21%
-$773.72 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.16%
-$26,379.56 
EFG iShares MSCI EAFE Growth ETF
-1.15%
-$2,167.91 
FIVA Fidelity International Value Factor ETF
-1.1%
-$1.72 
BA Boeing Company
-1.07%
-$1,165 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$45.99 
BLK BlackRock, Inc.
-1.04%
-$56.8 
SLB Schlumberger Limited
-1.03%
-$49.49 
UI Ubiquiti Inc.
-1.03%
-$44.64 
ETSY Etsy Inc.
-1.03%
-$3.52 
TEL TE Connectivity plc
-1%
-$26.06 
WBD Warner Bros. Discovery, Inc.
-0.99%
-$235.98 
BMO Bank of Montreal
-0.97%
-$10.65 
YUM Yum! Brands, Inc.
-0.94%
-$4.29 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.94%
-$0.87 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$1,029.35 
PGR Progressive Corporation
-0.84%
-$15.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.77%
-$443.67 
AOA iShares Core Aggressive Allocation ETF
-0.73%
-$31.95 
QRVO Qorvo Inc.
-0.72%
-$24.6 
RCL Royal Caribbean Group
-0.7%
-$459.38 
GRWG GrowGeneration Corp.
-0.69%
-$0.02 
MGC Vanguard Mega Cap ETF
-0.69%
-$38.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$385.12 
IRM Iron Mountain Inc.
-0.68%
-$18.59 
DFIV Dimensional International Value ETF
-0.68%
-$145.54 
OEF iShares S&P 100 ETF
-0.67%
-$85.68 
BP BP p.l.c. Sponsored ADR
-0.67%
-$41.25 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.65%
-$115.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.62%
-$28.02 
DFUS Dimensional U.S. Equity Market ETF
-0.61%
-$287.35 
SPYC Simplify US Equity PLUS Convexity ETF
-0.59%
-$1.91 
MKZR Mackenzie Realty Capital Inc.
-0.58%
-$1.5 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$140,352.62 
IVV iShares Core S&P 500 ETF
-0.57%
-$14,934.24 
VOO Vanguard S&P 500 ETF
-0.57%
-$2,520.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$1,006.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$290,678.6 
AMZN Amazon.com Inc
-0.55%
-$2,507.55 
SCHB Schwab U.S. Broad Market ETF
-0.55%
-$22,042.88 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$1,237.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$350.46 
F Ford Motor Company
-0.53%
-$22.43 
HRZN Horizon Technology Finance Corporation
-0.53%
-$1.98 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.53%
-$1.76 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$55.34 
DOW Dow Inc.
-0.49%
-$7.39 
STNE StoneCo Ltd.
-0.49%
-$0.17 
CATH Global X S&P 500 Catholic Values ETF
-0.49%
-$202.1 
ABNB Airbnb, Inc.
-0.47%
-$1.4 
BAC Bank of America Corporation
-0.47%
-$21.75 
GPIX S&P 500 Core Premium Income Fund
-0.46%
-$144,884.37 
WTPI WisdomTree Equity Premium Income Fund
-0.45%
-$1,076.1 
CGNX Cognex Corporation
-0.43%
-$23.79 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.39%
-$13.48 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.39%
-$155.26 
VYMI Vanguard International High Dividend Yield Index Fund
-0.39%
-$19.36 
UTHR United Therapeutics Corporation
-0.38%
-$26.26 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$4,598.66 
PANW Palo Alto Networks, Inc.
-0.37%
-$14.38 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.34%
-$163.03 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.34%
-$17.09 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$26.4 
SEPZ TrueShares Structured Outcome September ETF
-0.28%
-$4.03 
VTWO Vanguard Russell 2000 ETF
-0.28%
-$387.09 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.27%
-$7.41 
AOK iShares Core Conservative Allocation ETF
-0.27%
-$6.33 
SHYD VanEck Short High Yield Municipal Fund
-0.26%
-$68.52 
IWM iShares Russell 2000 ETF
-0.26%
-$34.65 
NOC Northrop Grumman Corporation
-0.25%
-$1.32 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
-0.24%
-$4.48 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.23%
-$0.75 
DECZ TrueShares Structured Outcome December ETF
-0.23%
-$13.3 
FLMI Franklin Dynamic Municipal Bond ETF
-0.22%
-$191.95 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.2%
-$37.2 
FMHI First Trust Municipal High Income Fund
-0.17%
-$166.5 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.16%
-$925.08 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.15%
-$1,783.18 
MMIT NYLI MacKay Muni Intermediate ETF
-0.14%
-$53.52 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.14%
-$7.7 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.14%
-$15.97 
GMUB Goldman Sachs Municipal Income ETF
-0.14%
-$2,910.25 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$41.8 
MUB iShares National Muni Bond ETF
-0.12%
-$159.12 
MLN VanEck Long Muni ETF
-0.11%
-$1,468.04 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.11%
-$28.37 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$142.68 
A Agilent Technologies Inc.
-0.1%
-$3.63 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$271.7 
FMB First Trust Managed Municipal Fund
-0.09%
-$48.24 
VGLT Vanguard Long-Term Treasury Fund
-0.09%
-$11.57 
NBOS Neuberger Berman Option Strategy ETF
-0.09%
-$7.4 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.09%
-$6.42 
TLT iShares 20+ Year Treasury Bond ETF
-0.09%
-$10.15 
VO Vanguard Mid-Cap ETF
-0.08%
-$25.48 
TYA Simplify Intermediate Term Treasury ETF
-0.08%
-$0.67 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.07%
-$213.78 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$3.52 
SCEC Sterling Capital Enhanced Cash ETF
-0.06%
-$263.96 
LVHI Franklin International Low Volatility High Dividend ETF
-0.06%
-$2.98 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.06%
-$8.38 
SPIP SPDR Portfolio TIPS ETF
-0.06%
-$4.79 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.06%
-$138.75 
CLOX Eldridge AAA CLO ETF
-0.06%
-$3.63 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$1,783.29 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.05%
-$0.97 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.04%
-$8,966.54 
MEAR iShares Short Maturity Bond ETF
-0.04%
-$19.62 
CLOI VanEck CLO ETF
-0.04%
-$2.76 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$42.73 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.03%
-$10,951.55 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$1,183.17 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.02%
-$0.08 
FBND Fidelity Total Bond ETF
-0.02%
-$2.35 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$15.24 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$3.34 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$1.24 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$4.53 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
-$0.38 Events
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Dividends
Dividend Analysis
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| Trades 3304 | Longs Won 1913/3304 57% | Profit Factor 8.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,791.06 |
| Average Win $32,996.47 | Best Trade (Jul 13) $5.89M | Sharpe Ratio -14.29 |
| Average Loss -$5,546.2 | Worst Trade (Jun 30) -$1.97M | Z-Score 0.13 (10.61%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $16,769.82 |
| 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 |
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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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