Curtis Harrell Portfolio
Invests via Tounjian Advisory Partners LLC | Managed by Alfred M. Tounjian, Curtis Harrell, AE Wealth Management LLC
Invests via Tounjian Advisory Partners LLC
Managed by Alfred M. Tounjian, Curtis Harrell, AE Wealth Management LLC
Automatically Tracked
Drives growth equity sourcing and active portfolio management for technology and consumer businesses across North America, targeting revenue-growing companies with data-driven go-to-market expansion and unit-economics improvement. Curtis Harrell brings operating and investing experience from prior roles in corporate development and growth investing, integrating KPI-driven due diligence with commercial diligence and board-level execution. Capital deployment preferences include minority and control growth rounds, follow-on reserves, and structured equity for revenue-dependent businesses. Market relevance derives from combining operator sensibilities with capital allocation discipline to accelerate scale and prepare companies for IPO or strategic sale.
Drives growth equity sourcing and active portfolio management for technology and consumer businesses across North America, targeting revenue-growing companies with data-driven go-to-market expansion and unit-economics improvement. Curtis Harrell brings operating and investing experience from prior roles in corporate development and growth investing, integrating KPI-driven due diligence with commercial diligence and board-level execution. Capital deployment preferences include minority and control growth rounds, follow-on reserves, and structured equity for revenue-dependent businesses. Market relevance derives from combining operator sensibilities with capital allocation discipline to accelerate scale and prepare companies for IPO or strategic sale.
Investment Philosophy & Strategy
Focuses on growth-equity investments in North American technology and consumer companies, prioritizing revenue growth, unit-economics improvement and repeatable GTM expansion. Emphasizes KPI-driven commercial diligence, active board-level engagement, and structured capital solutions—minority and control growth rounds, follow-on reserves and revenue-linked equity. Allocation favors companies with measurable unit economics and clear paths to IPO or strategic exit, blending operator sensibility with disciplined capital deployment and milestone-based risk management.
Focuses on growth-equity investments in North American technology and consumer companies, prioritizing revenue growth, unit-economics improvement and repeatable GTM expansion. Emphasizes KPI-driven commercial diligence, active board-level engagement, and structured capital solutions—minority and control growth rounds, follow-on reserves and revenue-linked equity. Allocation favors companies with measurable unit economics and clear paths to IPO or strategic exit, blending operator sensibility with disciplined capital deployment and milestone-based risk management.
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:
24.2%
Gain -1.07%
Monthly
1.28%
Yearly
16.46%
Drawdown
10.02%
$238.7M
Equity
Holdings
$238.7M
Investment
$222.69M
$116.58M
Profit -$2.69M
Realized
$100.56M
Unrealized
$16.01M
Dividends
$10.16M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$2.69M
Win %
58%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$3.01M
Win %
58%
This Month
Compared to last month
Gain
-1.12%
Profit
-$2.69M
Win %
58%
This Year
Compared to last year
Gain
2.26%
Profit
$5.27M
Win %
61%
TEAM Atlassian Corporation Class A
+35.29%
+$1,010.75 
EMBC Embecta Corp.
+25.77%
+$55.02 
HALO Halozyme Therapeutics Inc.
+20.21%
+$225.29 
ABNB Airbnb, Inc.
+17.44%
+$19,969.75 
SPCX Space Exploration Technologies Corp. Class A
+15.82%
+$517,767.06 
MCHP Microchip Technology Incorporated
+13.99%
+$353.6 
NVTS Navitas Semiconductor Corporation
+11.89%
+$7,181.77 
PLTR Palantir Technologies Inc.
+10.31%
+$22,914 
MRNA Moderna, Inc.
+9.86%
+$1,046.07 
AU AngloGold Ashanti plc
+9.84%
+$146.54 
ONL Orion Office REIT Inc.
+8.85%
+$2.07 
FWRD Forward Air Corporation
+8.82%
+$9.42 
CRDO Credo Technology Group Holding Ltd.
+8.49%
+$3,248.62 
JHX James Hardie Industries plc
+7.86%
+$341 
HONA Honeywell Aerospace Inc.
+7.84%
+$858.9 
WPM Wheaton Precious Metals Corp.
+7.2%
+$10,589.49 
NEM Newmont Corporation
+7.16%
+$218.95 
QBTS D-Wave Quantum Inc.
+6.88%
+$104.13 
CVM Cel-Sci Corporation
+6.77%
+$0.22 
ENTG Entegris, Inc.
+6.69%
+$124.02 
HPQ HP Inc.
+6.62%
+$151.06 
GWRE GUIDEWIRE SOFTWARE INC
+6.58%
+$52.62 
UBER Uber Technologies, Inc.
+6.44%
+$1,439.18 
NOW ServiceNow, Inc.
+6.4%
+$13,442.9 
TTWO Take-Two Interactive Software, Inc.
+6.04%
+$716.55 
NB NioCorp Developments Ltd.
+5.93%
+$323.1 
VEEV Veeva Systems Inc.
+5.78%
+$490.62 
SWKS Skyworks Solutions Inc.
+5.67%
+$102.33 
WDAY Workday Inc.
+5.54%
+$11,913.25 
MSIF MSC Income Fund Inc.
+5.47%
+$1,669.9 
SITE SiteOne Landscape Supply Inc.
+5.38%
+$37.1 
U Unity Software Inc.
+5.33%
+$167.47 
HUM Humana Inc.
+4.84%
+$444.5 
FSK FS KKR Capital Corp.
+4.71%
+$1,706.88 
QCOM QUALCOMM Incorporated
+4.66%
+$1,862.52 
BRKR Bruker Corporation
+4.25%
+$2.18 
WEN The Wendy's Company
+4.2%
+$220.1 
WTS Watts Water Technologies Inc.
+4%
+$166.1 
HUBS HubSpot, Inc.
+4%
+$129.44 
BWA BorgWarner Inc.
+3.98%
+$319.64 
LEN Lennar Corporation
+3.96%
+$967.68 
SNOW Snowflake Inc.
+3.93%
+$838.17 
MRVL Marvell Technology, Inc.
+3.87%
+$163 
RMBS Rambus Inc.
+3.78%
+$88.56 
HMC Honda Motor Co., Ltd.
+3.58%
+$100.1 
FBRT Franklin BSP Realty Trust Inc.
+3.53%
+$758.43 
CEG Constellation Energy Corporation
+3.4%
+$18,141.84 
BKNG Booking Holdings Inc.
+3.39%
+$1,069.32 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$196 
OKTA Okta Inc.
+3.35%
+$375.18 
SAP SAP SE Sponsored ADR
+3.34%
+$213.12 
EL The Estée Lauder Companies Inc. Class A
+3.32%
+$17.04 
APP AppLovin Corporation Class A Common Stock
+3.32%
+$55.7 
ADI Analog Devices, Inc.
+3.31%
+$650 
OMC Omnicom Group Inc.
+3.31%
+$114.66 
MSTR Strategy Inc.
+3.28%
+$25.44 
A Agilent Technologies Inc.
+3.28%
+$134.27 
ALC Alcon Inc.
+3.25%
+$36.16 
P Everpure Inc.
+3.21%
+$8.4 
CRM Salesforce Inc
+3.19%
+$940.1 
MPWR Monolithic Power Systems, Inc.
+3.12%
+$42.46 
XPO XPO Inc.
+3.12%
+$12.26 
TLRY Tilray Brands, Inc.
+3.04%
+$27 
APA APA Corporation
+3.02%
+$23.2 
GRMN Garmin Ltd.
+2.99%
+$149,175.43 
FOX Fox Corporation Class B Common Stock
+2.96%
+$41 
BAH Booz Allen Hamilton Holding Corporation
+2.89%
+$36.3 
CRH CRH plc
+2.89%
+$1,085.7 
SW Smurfit WestRock PLC
+2.88%
+$31.05 
BHP BHP Group Ltd.
+2.86%
+$112.95 
TSLA Tesla, Inc.
+2.83%
+$101,071.8 
HOOD Robinhood Markets, Inc.
+2.83%
+$697.68 
NIO Nio Inc.
+2.83%
+$11.96 
WSO Watsco Inc.
+2.81%
+$18.02 
SHOP Shopify Inc.
+2.79%
+$14,284.04 
NVO Novo Nordisk A/S Sponsored ADR
+2.76%
+$1.27 
TXN Texas Instruments Inc
+2.76%
+$760.32 
BX Blackstone Inc.
+2.74%
+$36.6 
SPOT Spotify Technology S.A.
+2.73%
+$155.52 
BNTX BioNTech SE
+2.73%
+$111.83 
IQV IQVIA Holdings Inc.
+2.7%
+$194.37 
MAS Masco Corporation
+2.7%
+$101.75 
ACN Accenture plc Class A
+2.67%
+$443.29 
FXH First Trust Health Care AlphaDEX Fund
+2.65%
+$469.82 
HCC Warrior Met Coal Inc.
+2.63%
+$40.12 
IP International Paper Company
+2.6%
+$29.54 
MISL First Trust Indxx Aerospace & Defense ETF
+2.6%
+$122,201.57 
CI The Cigna Group
+2.59%
+$21.36 
PHM PulteGroup Inc.
+2.58%
+$2,177.68 
VRTX Vertex Pharmaceuticals Incorporated
+2.55%
+$605.15 
LOPE Grand Canyon Education Inc.
+2.55%
+$22.74 
TOL Toll Brothers Inc
+2.54%
+$7.68 
KLAC KLA Corporation
+2.53%
+$146.4 
GDE WisdomTree Efficient Gold Plus
+2.51%
+$1,932.15 
BBY Best Buy Co., Inc.
+2.47%
+$57.42 
SNPS Synopsys, Inc.
+2.47%
+$8,406.77 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$3,077.85 
CNC Centene Corporation
+2.43%
+$31.2 
PPL PPL Corporation
+2.43%
+$41.16 
ORCL Oracle Corporation
+2.42%
+$80,410.31 
DHR Danaher Corporation
+2.42%
+$82.11 
STZ Constellation Brands, Inc.
+2.4%
+$133.56 
IWP iShares Russell Mid-Cap Growth ETF
+2.4%
+$1,481.63 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$3,185.5 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.35%
+$401.39 
RSG Republic Services, Inc.
+2.35%
+$285.36 
ODFL Old Dominion Freight Line, Inc.
+2.31%
+$6,743.31 
UHS Universal Health Services, Inc.
+2.31%
+$23.52 
ALSN Allison Transmission Holdings Inc.
+2.31%
+$2.68 
GLDM SPDR Gold MiniShares Trust
+2.3%
+$420.74 
NVDA NVIDIA Corporation
+2.28%
+$175,637.67 
GIS General Mills, Inc.
+2.27%
+$28.7 
GLD SPDR Gold Shares
+2.27%
+$6,320.6 
LOW Lowe's Companies Inc.
+2.25%
+$211.56 
CSGP CoStar Group, Inc.
+2.25%
+$108.39 
AMAT Applied Materials, Inc.
+2.24%
+$1,430.22 
GPC Genuine Parts Company
+2.16%
+$37.25 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$10,472.32 
FDCF Fidelity Disruptive Communications ETF
+2.13%
+$493 
SE Sea Ltd.
+2.11%
+$107.64 
IBKR Interactive Brokers Group Inc.
+2.1%
+$38.01 
PFE Pfizer Inc.
+2.1%
+$426.8 
FCX Freeport-McMoRan Inc.
+2.1%
+$102.96 
CPB The Campbell's Company
+2.08%
+$378.35 
FDN First Trust Dow Jones Internet Index Fund
+2.08%
+$977.74 
POWL Powell Industries Inc.
+2.07%
+$1,294.3 
EIX Edison International
+2.05%
+$62.1 
LAZ Lazard Ltd.
+2.03%
+$0.88 
FBOT Fidelity Disruptive Automation ETF
+1.98%
+$393.12 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.98%
+$266.91 
HAS Hasbro Inc.
+1.96%
+$271.8 
BWXT Bwx Technologies Inc.
+1.89%
+$6.3 
ADBE Adobe Inc.
+1.89%
+$24.55 
BWB Bridgewater Bancshares Inc.
+1.88%
+$21.6 
MLM Martin Marietta Materials, Inc.
+1.88%
+$40.48 
INTC Intel Corporation
+1.84%
+$857.44 
CHRW C.H. Robinson Worldwide, Inc.
+1.83%
+$5.36 
WAT Waters Corporation
+1.82%
+$283.53 
LRCX Lam Research Corporation
+1.82%
+$722.8 
OMCL Omnicell Inc.
+1.8%
+$1.95 
AVY Avery Dennison Corporation
+1.79%
+$40.56 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+1.79%
+$18.8 
TGT Target Corporation
+1.77%
+$354.96 
GILD Gilead Sciences Inc.
+1.77%
+$41.76 
UBS UBS Group AG
+1.76%
+$107.88 
CAG Conagra Brands Inc.
+1.75%
+$12.74 
HD The Home Depot, Inc.
+1.74%
+$74,994.97 
FDIF Fidelity Disruptors ETF
+1.72%
+$934.82 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.7%
+$1,070.6 
NOVT Novanta Inc.
+1.7%
+$16.62 
IHAK iShares Cybersecurity and Tech ETF
+1.69%
+$457.8 
SON Sonoco Products Co.
+1.67%
+$5.7 
AVGO Broadcom Inc.
+1.65%
+$15,391.37 
EBAY eBay Inc.
+1.65%
+$7.28 
LDOS Leidos Holdings Inc.
+1.65%
+$11.15 
CRDT Simplify Opportunistic Income ETF
+1.62%
+$149.29 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
+1.6%
+$29,262 
IBM International Business Machines Corporation
+1.59%
+$1,049.04 
NLY Annaly Capital Management, Inc.
+1.59%
+$3.97 
GMED Globus Medical Inc.
+1.59%
+$12.9 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+1.59%
+$438.65 
GSK GSK plc Sponsored ADR
+1.57%
+$85.28 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$24.26 
FMAT Fidelity MSCI Materials Index ETF
+1.56%
+$135.78 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.54%
+$69.58 
AOS A. O. Smith Corporation
+1.52%
+$0.96 
AMGN Amgen Inc.
+1.51%
+$214.55 
VGT Vanguard Information Technology ETF
+1.51%
+$6,378.44 
IWO iShares Russell 2000 Growth ETF
+1.5%
+$75.14 
FDT First Trust Developed Markets ex-US Fund
+1.5%
+$946.02 
RPM RPM International Inc.
+1.48%
+$25.65 
FJP First Trust Japan AlphaDEX Fund
+1.48%
+$537.88 
EFG iShares MSCI EAFE Growth ETF
+1.47%
+$2,492.46 
RIO Rio Tinto Plc Sponsored ADR
+1.47%
+$54.02 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.43%
+$56.24 
MDT Medtronic plc
+1.43%
+$71.34 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$1,829.52 
XEL Xcel Energy Inc.
+1.4%
+$187.92 
NVS Novartis AG Sponsored ADR
+1.38%
+$185.31 
F Ford Motor Company
+1.38%
+$124.26 
VOT Vanguard Mid-Cap Growth ETF
+1.38%
+$137.28 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$373.06 
SMG Scotts Miracle-Gro Co.
+1.35%
+$0.84 
PKG Packaging Corporation of America
+1.34%
+$17 
ISRG Intuitive Surgical, Inc.
+1.34%
+$135 
GD General Dynamics Corporation
+1.33%
+$471.96 
VB Vanguard Small-Cap ETF
+1.32%
+$6,372.06 
XLB Materials Select Sector SPDR Fund
+1.32%
+$5.5 
LYG Lloyds Banking Group Plc ADR
+1.29%
+$47.6 
QSR Restaurant Brands International Inc.
+1.28%
+$147.73 
BABA Alibaba Group Holding Limited SP ADR
+1.25%
+$50.72 
EG Everest Group, Ltd.
+1.25%
+$23.1 
UPS United Parcel Service, Inc.
+1.24%
+$14.08 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.23%
+$1,062.16 
OSK Oshkosh Corporation
+1.19%
+$29.28 
PANW Palo Alto Networks, Inc.
+1.19%
+$3,243.25 
APD Air Products and Chemicals, Inc.
+1.18%
+$120.36 
MS Morgan Stanley
+1.18%
+$962.64 
DLS WisdomTree International SmallCap Dividend Fund
+1.18%
+$576.8 
DISV Dimensional International Small Cap Equity Fund
+1.18%
+$51.51 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$4,023.56 
SMMD iShares Russell 2500 ETF
+1.17%
+$26,293.11 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$30.78 
VTR Ventas Inc.
+1.16%
+$1.07 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$2,040.57 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+1.15%
+$1,100.81 
EME EMCOR Group, Inc.
+1.14%
+$9.25 
DFIS Dimensional International Small Cap ETF
+1.14%
+$47.88 
SPYC Simplify US Equity PLUS Convexity ETF
+1.12%
+$1,967.33 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.1%
+$6,408.66 
VTWO Vanguard Russell 2000 ETF
+1.09%
+$1,107.48 
HBAN Huntington Bancshares Incorporated
+1.09%
+$26.41 
VMC Vulcan Materials Company
+1.09%
+$1,329.31 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$401.12 
IWM iShares Russell 2000 ETF
+1.09%
+$256.75 
CEFZ RiverNorth Active Income ETF
+1.09%
+$137.25 
VRSK Verisk Analytics Inc.
+1.09%
+$12.36 
FHLC Fidelity MSCI Health Care Index ETF
+1.06%
+$63.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$238.14 
HCA HCA Healthcare Inc.
+1.04%
+$862.54 
ESS Essex Property Trust, Inc.
+1.04%
+$11.88 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.04%
+$130.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$21,610.98 
TRU TransUnion
+1.02%
+$3.24 
INTU Intuit Inc.
+1.02%
+$19.62 
M Macy's Inc.
+1.01%
+$6.63 
EGP EastGroup Properties Inc.
+1.01%
+$14.24 
VHT Vanguard Health Care ETF
+1%
+$1,258.6 
PDD PDD Holdings Inc. American Depositary Shares
+1%
+$10.01 
PAYH TrueShares S&P Hedged Structured Income High ETF
+1%
+$1,658.25 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$29.36 
BTI British American Tobacco p.l.c. ADR
+0.99%
+$0.58 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.99%
+$1,494.5 
FBCG Fidelity Blue Chip Growth Fund
+0.98%
+$404.43 
FNDF Schwab Fundamental International Large Company Index ETF
+0.97%
+$294.68 
DE Deere & Company
+0.96%
+$836.13 
BA Boeing Company
+0.95%
+$40,763.8 
MCO Moody's Corporation
+0.94%
+$147.51 
WDIV SPDR S&P Global Dividend ETF
+0.94%
+$125.29 
KMB Kimberly-Clark Corporation
+0.94%
+$23.46 
EXE Expand Energy Corporation
+0.94%
+$3.44 
EES WisdomTree U.S. SmallCap Fund
+0.93%
+$473.07 
HEI.A Heico Corporation
+0.92%
+$280.72 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$54.95 
VONG Vanguard Russell 1000 Growth Fund
+0.88%
+$2,675.68 
JNJ Johnson & Johnson
+0.88%
+$6,016.5 
BMY Bristol-Myers Squibb Company
+0.87%
+$24.08 
C Citigroup Inc.
+0.87%
+$449.69 
LMT Lockheed Martin Corporation
+0.87%
+$4,192.89 
MEDP Medpace Holdings Inc.
+0.87%
+$10.14 
NAT Nordic American Tankers Ltd.
+0.86%
+$0.06 
D Dominion Energy, Inc.
+0.85%
+$85.5 
MO Altria Group, Inc.
+0.85%
+$40.83 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$5,528.86 
EMR Emerson Electric Co.
+0.84%
+$234.96 
ABBV AbbVie Inc.
+0.83%
+$1,327.14 
IWS iShares Russell Mid-Cap Value ETF
+0.82%
+$1,604.4 
SBAR Simplify Barrier Income ETF
+0.82%
+$1,169 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.82%
+$17.48 
PEG Public Service Enterprise Group Incorporated
+0.81%
+$6.1 
ZBIO Zenas BioPharma, Inc.
+0.81%
+$650 
AMZN Amazon.com Inc
+0.8%
+$50,852.63 
VUG Vanguard Growth ETF
+0.8%
+$85.91 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.8%
+$2,654.04 
IBIT iShares Bitcoin Trust
+0.8%
+$585.8 
PCAR PACCAR Inc.
+0.79%
+$23.92 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+0.78%
+$60.72 
AMT American Tower Corporation
+0.77%
+$15.84 
NTRS Northern Trust Corporation
+0.77%
+$11.36 
VTRS Viatris Inc.
+0.77%
+$4.12 
UNH UnitedHealth Group Incorporated
+0.77%
+$23,941.3 
EFV iShares MSCI EAFE Value ETF
+0.76%
+$1,514.66 
ELS Equity Lifestyle Properties Inc.
+0.76%
+$9.31 
TT Trane Technologies plc
+0.76%
+$170.14 
CMCSA Comcast Corp
+0.76%
+$88.73 
PM Philip Morris International Inc.
+0.76%
+$221.52 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.75%
+$102.18 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.75%
+$94.6 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.74%
+$4,920.81 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$1.22 
DFEV Dimensional Emerging Markets Value ETF
+0.73%
+$30.9 
GM General Motors Company
+0.73%
+$127.64 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.73%
+$87.5 
FTGS First Trust Growth Strength ETF
+0.73%
+$298,750.58 
COP ConocoPhillips
+0.73%
+$63.75 
ELV Elevance Health, Inc.
+0.73%
+$161.88 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.72%
+$126.06 
SPGI S&P Global Inc.
+0.72%
+$4,318.85 
NTSX WisdomTree U.S. Efficient Core Fund
+0.72%
+$1,531.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$2,373.95 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$606.51 
IWY iShares Russell Top 200 Growth ETF
+0.7%
+$3,762.68 
PLD Prologis Inc.
+0.69%
+$23.04 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.69%
+$34.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$242.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$31.04 
AVEM Avantis Emerging Markets Equity ETF
+0.68%
+$46.5 
VO Vanguard Mid-Cap ETF
+0.67%
+$2,250.6 
ETR Entergy Corporation
+0.67%
+$109.34 
EXC Exelon Corporation
+0.65%
+$572.89 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$187.78 
FUTY Fidelity MSCI Utilities Index ETF
+0.64%
+$49.68 
GS The Goldman Sachs Group, Inc.
+0.64%
+$462.7 
CR Crane NXT Co.
+0.64%
+$25.02 
DECZ TrueShares Structured Outcome December ETF
+0.64%
+$42.93 
DLR Digital Realty Trust, Inc.
+0.63%
+$8.54 
ITW Illinois Tool Works Inc.
+0.63%
+$89.28 
REXR Rexford Industrial Realty, Inc.
+0.63%
+$1.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.62%
+$12,422.4 
BUFQ FT Nasdaq Buffer ETF July.
+0.61%
+$2,359.92 
DFIV Dimensional International Value ETF
+0.61%
+$45.15 
WHR Whirlpool Corporation
+0.6%
+$1.04 
IVV iShares Core S&P 500 ETF
+0.6%
+$838.8 
SGI Somnigroup International Inc.
+0.6%
+$0.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$19,733.29 
VOO Vanguard S&P 500 ETF
+0.59%
+$19,399.62 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$19,443.84 
FEP First Trust Europe AlphaDEX Fund
+0.59%
+$256.2 
NFLX Netflix, Inc.
+0.58%
+$21,548.16 
AFLG First Trust Active Factor Large Cap ETF
+0.58%
+$599.01 
PWR Quanta Services Inc.
+0.58%
+$34.83 
GGG Graco Inc.
+0.58%
+$74.88 
ELD WisdomTree Emerging Markets Local Debt Fund
+0.57%
+$13.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.57%
+$652.08 
NGG National Grid plc Sponsored ADR
+0.57%
+$57.96 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.57%
+$375.31 
EQR Equity Residential
+0.56%
+$57.35 
ECL Ecolab Inc.
+0.55%
+$29.83 
TEL TE Connectivity plc
+0.55%
+$2.36 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.55%
+$89.98 
SEPZ TrueShares Structured Outcome September ETF
+0.54%
+$4,246.04 
AEE Ameren Corporation
+0.54%
+$226.78 
TYA Simplify Intermediate Term Treasury ETF
+0.53%
+$171.53 
JANZ TrueShares Structured Outcome January Fund
+0.53%
+$36.3 
HIGH Simplify Enhanced Income ETF
+0.52%
+$22.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.52%
+$1,311.6 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$528.7 
MAGA Point Bridge America First ETF
+0.51%
+$1,068.84 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
+0.51%
+$893.18 
DON WisdomTree U.S. MidCap Dividend Fund
+0.5%
+$370.04 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.5%
+$5,009.84 
AVB AvalonBay Communities, Inc.
+0.5%
+$6.51 
IWX iShares Russell Top 200 Value ETF
+0.5%
+$1,850.8 
OGE Oge Energy Corp.
+0.49%
+$9.89 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.49%
+$451.75 
FIDU Fidelity MSCI Industrials Index ETF
+0.49%
+$59.52 
MARZ TrueShares Structured Outcome March Fund
+0.49%
+$0.37 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.49%
+$931.14 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.49%
+$95.9 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.48%
+$928.98 
MAYZ TSLXQ May Outcome ETF
+0.48%
+$1.76 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.48%
+$16.64 
TDY Teledyne Technologies Incorporated
+0.47%
+$9.75 
PRF Invesco FTSE RAFI US 1000 ETF
+0.47%
+$67.34 
AUGZ TrueShares Structured Outcome August ETF
+0.46%
+$3.64 
SYK Stryker Corporation
+0.46%
+$54.6 
CBRE CBRE Group Inc.
+0.45%
+$18.09 
JBHT J.B. Hunt Transport Services, Inc.
+0.45%
+$27.83 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.45%
+$837.13 
CSCO Cisco Systems, Inc.
+0.45%
+$20,072.88 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.45%
+$3,628.71 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.44%
+$477.54 
SPUC Simplify US Equity PLUS Upside Convexity ETF
+0.44%
+$13.62 
DFAR Dimensional US Real Estate ETF
+0.43%
+$31.62 
BMO Bank of Montreal
+0.43%
+$78.27 
VTV Vanguard Value ETF
+0.43%
+$47.75 
AGEM Abrdn Emerging Market Dividend Allocator ETF
+0.42%
+$2,336.13 
PEP PepsiCo, Inc.
+0.42%
+$80.9 
OCTZ Trueshares Structured Outcome ETF October
+0.42%
+$14.23 
SNA Snap-on Inc.
+0.41%
+$15.39 
CTAS Cintas Corporation
+0.41%
+$928.78 
SBUX Starbucks Corporation
+0.41%
+$73.96 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$211.38 
AOUT American Outdoor Brands Inc.
+0.4%
+$2.5 
RA Brookfield Real Assets Income Fund Inc.
+0.39%
+$14 
AEP American Electric Power Company, Inc.
+0.39%
+$68.6 
XLRE The Real Estate Select Sector SPDR Fund
+0.39%
+$0.87 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.39%
+$288.21 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.39%
+$314.27 
WTBA West Bancorporation Inc.
+0.39%
+$2.75 
PH Parker-Hannifin Corporation
+0.38%
+$16.24 
FMC FMC Corporation
+0.38%
+$0.36 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.38%
+$660.78 
SVOL Simplify Volatility Premium ETF
+0.38%
+$373.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.37%
+$61.99 
FREL Fidelity MSCI Real Estate Index ETF
+0.37%
+$14.3 
NDSN Nordson Corporation
+0.36%
+$39.2 
ICE Intercontinental Exchange, Inc.
+0.36%
+$81 
T AT&T Inc.
+0.36%
+$312.63 
AWK American Water Works Company, Inc.
+0.35%
+$9.87 
ES Eversource Energy
+0.35%
+$6.75 
ROST Ross Stores, Inc.
+0.34%
+$32.19 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$1,954.65 
BRO Brown & Brown Inc.
+0.34%
+$34.32 
VLTO Veralto Corporation
+0.34%
+$8.25 
FVD First Trust Value Line Dividend Index Fund
+0.34%
+$5,067.53 
TROW T. Rowe Price Group, Inc.
+0.33%
+$33.06 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.33%
+$7,737.75 
JPM JPMorgan Chase & Co.
+0.33%
+$761.68 
META Meta Platforms Inc Class A
+0.33%
+$2,859.07 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.32%
+$747.93 
FTS Fortis Inc.
+0.32%
+$0.18 
PIM Putnam Master Intermediate Income Trust
+0.32%
+$11.62 
IEX IDEX Corporation
+0.31%
+$23.36 
KEY KeyCorp
+0.31%
+$7.7 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.31%
+$4,280.58 
CFG Citizens Financial Group, Inc.
+0.3%
+$12.54 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.3%
+$8,294.92 
DJUN FT VEST US Equity Deep Buffer Fund
+0.3%
+$244.35 
EHC Encompass Health Corporation
+0.3%
+$7.4 
AAPL Apple Inc.
+0.29%
+$27,182.32 
BUCK Simplify Treasury Option Income ETF
+0.28%
+$534.56 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$73.37 
GJUN FT Vest US Equity Moderate Fund
+0.27%
+$497.1 
DUHP Dimensional US High Profitability ETF
+0.27%
+$43.24 
GJAN FT Vest US Equity Moderate Fund B
+0.27%
+$752.89 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.27%
+$10,038.11 
DCI Donaldson Company, Inc.
+0.26%
+$0.26 
VGLT Vanguard Long-Term Treasury Fund
+0.26%
+$22.82 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.26%
+$126.9 
UMAY Innovator U.S. Equity Ultra Fund
+0.26%
+$440.29 
KVUE Kenvue Inc.
+0.26%
+$0.05 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.26%
+$2.07 
FTCS First Trust Capital Strength ETF
+0.26%
+$140.4 
SPHY SPDR Portfolio High Yield Bond ETF
+0.26%
+$0.96 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.26%
+$405.37 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.26%
+$641.53 
BAC Bank of America Corporation
+0.25%
+$140.48 
ILTB iShares Core 10+ Year USD Bond ETF
+0.25%
+$9.12 
UDEC Innovator U.S. Equity Ultra Fund
+0.25%
+$19,126.64 
WTMF WisdomTree Managed Futures Strategy Fund
+0.25%
+$154.34 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.25%
+$2,352.77 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.24%
+$1,862.41 
LGOV First Trust Long Duration Opportunities ETF
+0.24%
+$110.77 
BUFR FT Vestladder Buffer ETF-USD I
+0.24%
+$22,274.19 
O Realty Income Corporation
+0.24%
+$16.8 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.24%
+$132.9 
KO The Coca-Cola Company
+0.24%
+$120.33 
SFLR Innovator Equity Managed Floor ETF
+0.23%
+$2,161.26 
UAUG Innovator U.S. Equity Ultra Fund
+0.23%
+$658.54 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.23%
+$62.4 
AGGH Simplify Aggregate Bond ETF
+0.23%
+$304.87 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.23%
+$21.93 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.23%
+$3.15 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$0.17 
JSI Janus Henderson Securitized Income ETF
+0.23%
+$2.99 
CDNS Cadence Design Systems, Inc.
+0.22%
+$84.75 
AVIG Avantis Core Fixed Income ETF
+0.22%
+$15.75 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.22%
+$45.38 
FITB Fifth Third Bancorp
+0.22%
+$3.62 
MKL Markel Group Inc.
+0.21%
+$4.02 
PNW Pinnacle West Capital Corporation
+0.21%
+$9.68 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.21%
+$2,529.54 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.21%
+$454.25 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$185.79 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$6.3 
XLI Industrial Select Sector SPDR Fund
+0.21%
+$1.14 
DIS The Walt Disney Company
+0.2%
+$32.25 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.2%
+$391.33 
UFEB Innovator U.S. Equity Ultra ETF
+0.2%
+$2,774.16 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.2%
+$691.29 
FE FirstEnergy Corp.
+0.2%
+$2.28 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.2%
+$287.9 
IUSB iShares Core Universal USD Bond ETF
+0.2%
+$32.67 
HYLS FT Tactical High Yield ETF
+0.2%
+$32.88 
TBI TrueBlue Inc.
+0.2%
+$0.74 
FPE First Trust Preferred Securities and Income ETF
+0.2%
+$15.12 
UJAN Innovator U.S. Equity Ultra Fund
+0.2%
+$480.24 
OTIS Otis Worldwide Corporation
+0.19%
+$20.44 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.19%
+$1,616.13 
HP Helmerich & Payne Inc.
+0.19%
+$0.91 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$34.54 
GSEP FT Vest US Equity Moderate B Fund
+0.19%
+$19.97 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.19%
+$115.44 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.19%
+$43.68 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.19%
+$4.7 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.18%
+$452.62 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.18%
+$362.22 
AZN AstraZeneca PLC American Depositary Shares
+0.18%
+$6.96 
USB U.S. Bancorp
+0.18%
+$10.58 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$8.08 
CNQ Canadian Natural Resources Limited
+0.18%
+$8.96 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.17%
+$2,289.58 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.17%
+$73.2 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$2.12 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.17%
+$81.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$96.88 
AES AES Corporation
+0.17%
+$0.23 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.17%
+$70.39 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$1,644.2 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.17%
+$1,301.4 
GDEC FT VEST US Equity Moderate B Fund
+0.16%
+$10.41 
SCSB Sterling Capital Short Duration Bond ETF
+0.16%
+$36.52 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.16%
+$221.92 
MRK Merck & Co., Inc.
+0.16%
+$61 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.16%
+$4.31 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$8.28 
TPR Tapestry Inc.
+0.15%
+$8.5 
DNOV FT Vest US Equity Deep Buffer Fund
+0.15%
+$1,790.56 
UJUN Innovator U.S. Equity Ultra Fund
+0.15%
+$505.8 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.15%
+$24.25 
ORLY O'Reilly Automotive Inc.
+0.15%
+$2.66 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.15%
+$54.63 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.15%
+$6.02 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.14%
+$1,399.15 
IAGG iShares International Aggregate Bond Fund
+0.14%
+$14.91 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.14%
+$121.26 
SPBO SPDR Portfolio Corporate Bond ETF
+0.14%
+$5.72 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$1.26 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.13%
+$5.39 
PSK SPDR ICE Preferred Securities ETF
+0.13%
+$6 
VZ Verizon Communications Inc.
+0.13%
+$38.64 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.13%
+$144.26 
RF Regions Financial Corporation
+0.13%
+$3.04 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.12%
+$51.9 
CUBI Customers Bancorp Inc.
+0.12%
+$1.9 
RDVY First Trust Rising Dividend Achievers ETF
+0.12%
+$1,518.8 
PRFD PIMCO Preferred and Capital Securities Active ETF
+0.12%
+$8.82 
DOV Dover Corporation
+0.11%
+$28.32 
ETN Eaton Corporation plc
+0.11%
+$422.89 
SCMC Sterling Capital Multi-Strategy Income ETF
+0.1%
+$76.56 
VNLA Janus Henderson Short Duration Income ETF
+0.1%
+$0.65 
MTB M&T Bank Corporation
+0.1%
+$0.25 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$0.05 
CARY Angel Oak Income ETF
+0.1%
+$14.04 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.1%
+$24.12 
FTXO First Trust Nasdaq Bank ETF
+0.1%
+$18.04 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.09%
+$6.7 
FELE Franklin Electric Co., Inc.
+0.09%
+$1.5 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$20.2 
COLM Columbia Sportswear Company
+0.09%
+$0.45 
BALT Inn Defined Wealth Shield Mutual Fund
+0.09%
+$442.17 
USEP Innovator U.S. Equity Ultra ETF
+0.08%
+$7 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$9.64 
EXPD Expeditors International of Washington, Inc.
+0.08%
+$3.22 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
+0.08%
+$8.64 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.07%
+$628.56 
GOCT FT Vest US Equity Moderate Fund
+0.07%
+$296.46 
SEIX Virtus Seix Senior Loan ETF
+0.07%
+$0.39 
CARR Carrier Global Corporation
+0.06%
+$14.24 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.06%
+$33.42 
XLC Communication Services Select Sector SPDR Fund
+0.06%
+$0.56 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.06%
+$0.03 
NEE NextEra Energy, Inc.
+0.06%
+$17.95 
JAAA Janus Henderson AAA CLO ETF
+0.05%
+$5.05 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
+0.05%
+$0.57 
SIRI Sirius XM Holdings Inc.
+0.05%
+$1.57 
SCI Service Corporation International
+0.05%
+$0.16 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.04%
+$10.54 
BSX Boston Scientific Corporation
+0.04%
+$5.98 
SCEC Sterling Capital Enhanced Cash ETF
+0.04%
+$32.12 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$656.84 
FLDR Fidelity Low Duration Bond ETF
+0.04%
+$0.56 
ONEH TrueShares Equity Hedge ETF
+0.04%
+$64.62 
FTSL First Trust Senior Loan ETF
+0.03%
+$2.57 
PHIN Phinia Inc.
+0.03%
+$0.12 
CNP CenterPoint Energy Inc.
+0.03%
+$1.32 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$12.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$0.62 
ZMAY Innovator EDP ETF -1 Yr May
+0.02%
+$11.24 
UMAR Innovator U.S. Equity Ultra Fund
+0.02%
+$34.06 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$0.14 
FOXY Simplify Currency Strategy ETF
+0.02%
+$30.13 
JBBB Janus Henderson B-BBB CLO ETF
+0.02%
+$0.17 
PGR Progressive Corporation
+0.01%
+$3.39 
SEIC SEI Investments Company
+0.01%
+$0.1 
CMI Cummins Inc.
+0.01%
+$0.25 
MSFT Microsoft Corp.
+0.01%
+$393.86 
BPOP Popular Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FNB F.N.B. Corporation
0%
$0 
NFBK Northfield Bancorp Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 
AWF AllianceBernstein Global High Income Fund Inc.
0%
$0 QBUL
QBUL
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 FAI
FAI
0%
$0 OCTM
OCTM
0%
$0 ZFEB
ZFEB
0%
$0 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 G200
G2004J103
0%
$0 DLMY
DLMY
0%
$0 
TIGO Millicom International Cellular S.A.
-6.87%
-$215.1 
GT The Goodyear Tire & Rubber Company
-4.88%
-$10.23 
STX Seagate Technology Holdings plc
-4.73%
-$161.4 
FNF Fidelity National Financial, Inc.
-4.49%
-$23.6 
TRGP Targa Resources Corp.
-4.28%
-$4,213.16 
MNST Monster Beverage Corporation
-4.06%
-$481.32 
WDC Western Digital Corporation
-3.83%
-$224.77 
DOW Dow Inc.
-3.17%
-$98.88 
TDG TransDigm Group Inc.
-3%
-$75.82 
LYB LyondellBasell Industries N.V.
-3%
-$73.8 
ALL Allstate Corporation
-2.97%
-$498.37 
HWM Howmet Aerospace Inc.
-2.71%
-$196 
CMG Chipotle Mexican Grill, Inc.
-2.7%
-$224.77 
ET Energy Transfer L.P.
-2.59%
-$3,412.23 
IEP Icahn Enterprises L.P.
-2.29%
-$2.27 
MA Mastercard Incorporated
-2.29%
-$3,709.2 
MET MetLife Inc.
-2.18%
-$65.4 
V Visa Inc. Class A
-2.18%
-$1,517.16 
SWBI Smith & Wesson Brands, Inc.
-2.06%
-$72.3 
CF CF Industries Holdings, Inc.
-2.06%
-$28.8 
AMSF Amerisafe Inc.
-2.05%
-$8.54 
SU Suncor Energy Inc.
-2.03%
-$92.13 
SLB Schlumberger Limited
-1.98%
-$53.04 
SOLS Sollensys Corp
-1.96%
-$40.26 
JBLU JetBlue Airways Corporation
-1.94%
-$11.76 
ANET Arista Networks, Inc.
-1.93%
-$66.96 
WH Wyndham Hotels & Resorts, Inc.
-1.84%
-$16.62 
ECG Everus Construction Group, Inc.
-1.84%
-$41.12 
GPN Global Payments Inc.
-1.78%
-$51.48 
NI NiSource Inc.
-1.76%
-$26.01 
PFG Principal Financial Group, Inc.
-1.73%
-$46 
CAT Caterpillar Inc.
-1.72%
-$3,638.32 
OKE ONEOK, Inc.
-1.72%
-$36.24 
MOS Mosaic Company
-1.66%
-$0.39 
AFL Aflac Inc.
-1.63%
-$121.54 
AUB Atlantic Union Bankshares Corporation
-1.58%
-$516.57 
TMUS T-Mobile US, Inc.
-1.56%
-$42.15 
VLO Valero Energy Corporation
-1.56%
-$47.3 
AJG Arthur J. Gallagher & Co.
-1.54%
-$3.87 
BP BP p.l.c. Sponsored ADR
-1.44%
-$1,143.75 
AMP Ameriprise Financial, Inc.
-1.42%
-$31.76 
CVX Chevron Corporation
-1.42%
-$2,639.8 
EVR Evercore Inc.
-1.41%
-$61.32 
KMI Kinder Morgan, Inc.
-1.41%
-$45.32 
PRG Prog Holdings Inc.
-1.4%
-$3.05 
COR Cencora, Inc.
-1.39%
-$11,782.53 
HLT Hilton Worldwide Holdings Inc.
-1.37%
-$118.8 
CNMD CONMED Corporation
-1.31%
-$7.15 
WU Western Union Co.
-1.26%
-$5.67 
GL Globe Life Inc.
-1.25%
-$69.9 
AMLP Alerian MLP ETF
-1.24%
-$38.08 
SHEL Shell plc
-1.23%
-$51.7 
PYPL PayPal Holdings Inc
-1.2%
-$7.2 
GE General Electric Company
-1.2%
-$59,854.53 
ADM Archer-Daniels-Midland Co
-1.2%
-$28.83 
FIX Comfort Systems USA, Inc.
-1.19%
-$40.8 
AMD Advanced Micro Devices, Inc.
-1.19%
-$742.4 
KDP Keurig Dr Pepper Inc.
-1.19%
-$0.36 
WAB Wabtec Corporation
-1.17%
-$51.9 
XLE Energy Select Sector SPDR Fund
-1.17%
-$8.84 
UL Unilever PLC Sponsored American Depositary Receipt
-1.12%
-$58.63 
OZ Belpointe PREP LLC
-1.12%
-$3,324.69 
EOG EOG Resources, Inc.
-1.09%
-$23.84 
FLEX Flex Ltd.
-1.09%
-$4.02 
IMO Imperial Oil Limited
-1.09%
-$1.38 
FENY Fidelity MSCI Energy Index ETF
-1.08%
-$29.75 
ALRS Alerus Financial Corporation
-1.07%
-$12.6 
COF Capital One Financial Corporation
-1.07%
-$126.9 
THG Hanover Insurance Group, Inc.
-1.05%
-$9.76 
CB Chubb Limited
-1.05%
-$148.8 
YUM Yum! Brands, Inc.
-1.04%
-$49.29 
ATO Atmos Energy Corporation
-1.04%
-$37.59 
LHX L3Harris Technologies, Inc.
-1.04%
-$18.06 
DTM Dt Midstream Inc.
-1.03%
-$268.52 
CRBG Corebridge Financial Inc.
-1.03%
-$0.35 
KR Kroger Co.
-1.03%
-$373.47 
VRT Vertiv Holdings Co
-1.03%
-$25.47 
GEV GE Vernova Inc.
-1.02%
-$1,048.54 
GOOGL Alphabet Inc
-0.98%
-$2,985.5 
ADC Agree Realty Corporation
-0.97%
-$9.62 
ORI Old Republic International Corp.
-0.97%
-$10.5 
CWST Casella Waste Systems Inc.
-0.92%
-$83 
GOOG Alphabet Inc
-0.91%
-$13,197.74 
MRSH Marsh & McLennan Companies, Inc.
-0.91%
-$166.25 
ED Consolidated Edison, Inc.
-0.9%
-$20.58 
CSX CSX Corporation
-0.87%
-$344.52 
HIG The Hartford Insurance Group, Inc.
-0.86%
-$11.25 
BCS Barclays PLC Sponsored ADR
-0.85%
-$31.68 
APH Amphenol Corporation
-0.84%
-$1,748.16 
RPRX Royalty Pharma plc
-0.83%
-$0.47 
PG Procter & Gamble Co
-0.82%
-$890.5 
MSM MSC Industrial Direct Co., Inc.
-0.81%
-$11 
NRG NRG Energy, Inc.
-0.8%
-$3.8 
ADP Automatic Data Processing Inc.
-0.79%
-$212.66 
UNP Union Pacific Corporation
-0.78%
-$25.41 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$271.83 
BEN Franklin Resources Inc.
-0.77%
-$4.68 
MSCI MSCI Inc.
-0.76%
-$43.1 
UNIT Uniti Group Inc.
-0.73%
-$12.46 
DAL Delta Air Lines, Inc.
-0.72%
-$33.66 
NKE Nike, Inc. - Class B
-0.71%
-$39 
ZBH Zimmer Biomet Holdings, Inc.
-0.69%
-$24.79 
IRM Iron Mountain Inc.
-0.67%
-$87.74 
AMG Affiliated Managers Group Inc.
-0.66%
-$9.8 
CBRL Cracker Barrel Old Country Store, Inc.
-0.65%
-$4.94 
MCD McDonald's Corporation
-0.64%
-$25,187.53 
CTA Simplify Managed Futures Strategy ETF
-0.63%
-$1,088 
CNO CNO Financial Group Inc.
-0.61%
-$11.56 
BG Bunge Global S.A.
-0.6%
-$5.24 
LFUS Littelfuse Inc.
-0.59%
-$8.07 
WM Waste Management, Inc.
-0.58%
-$17.42 
LLY Eli Lilly and Company
-0.58%
-$397.88 
CVS CVS Health Corporation
-0.56%
-$704.16 
GATX GATX Corporation
-0.56%
-$12 
SRE Sempra
-0.56%
-$137.71 
GFL GFL Environmental Inc.
-0.55%
-$0.23 
VST Vistra Corp
-0.55%
-$904.79 
IDXX IDEXX Laboratories, Inc.
-0.55%
-$3,245.73 
MELI MercadoLibre, Inc.
-0.55%
-$1,280 
KKR KKR & Co. Inc.
-0.54%
-$35.28 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$935.73 
EIPX FT Energy Income Partners Strategy ETF
-0.53%
-$10,971.66 
CAH Cardinal Health Inc.
-0.53%
-$2.52 
RRX Regal Rexnord Corporation
-0.51%
-$5.52 
TTE TotalEnergies SE
-0.51%
-$10.12 
ITT Itt Inc.
-0.51%
-$7.59 
FSBW Fs Bancorp Inc.
-0.48%
-$6.51 
AXP American Express Company
-0.47%
-$70.4 
TJX The TJX Companies, Inc.
-0.47%
-$1,303.9 
DDS Dillard's Inc.
-0.46%
-$5.72 
TFC Truist Financial Corporation
-0.46%
-$11.28 
MU Micron Technology, Inc.
-0.44%
-$731.16 
DECK Deckers Outdoor Corporation
-0.44%
-$15.48 
TRV The Travelers Companies, Inc.
-0.43%
-$153.18 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.43%
-$356.15 
SABA Saba Capital Income & Opportunities Fund II
-0.42%
-$7.7 
ONB Old National Bancorp
-0.41%
-$5.5 
HSY The Hershey Company
-0.41%
-$16.5 
WFC Wells Fargo & Company
-0.41%
-$86.97 
WCN Waste Connections Inc.
-0.39%
-$6.5 
SMA SmartStop Self Storage REIT Inc.
-0.38%
-$43.68 
ZION Zions Bancorporation, National Association
-0.37%
-$1.04 
EMLP First Trust North American Energy Infrastructure Fund
-0.37%
-$7,881.92 
MPC Marathon Petroleum Corporation
-0.36%
-$490.32 
BUSE First Busey Corporation
-0.35%
-$239.03 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.34%
-$451.68 
WEC WEC Energy Group Inc.
-0.33%
-$7.92 
IVZ Invesco Ltd.
-0.33%
-$1.36 
XLF Financial Select Sector SPDR Fund
-0.33%
-$0.19 
DVN Devon Energy Corporation
-0.33%
-$6.02 
UGI UGI Corporation
-0.26%
-$1.8 
ADT ADT Inc.
-0.26%
-$2.12 
BUD Anheuser-Busch InBev S.A. ADR
-0.25%
-$6.51 
MDLZ Mondelez International, Inc.
-0.25%
-$7.44 
ATR AptarGroup, Inc.
-0.24%
-$5.94 
WTFC Wintrust Financial Corporation
-0.24%
-$4.94 
CMS CMS Energy Corporation
-0.23%
-$16.16 
WMT Walmart Inc.
-0.22%
-$9,446.25 
LNT Alliant Energy Corporation
-0.22%
-$2.55 
SO The Southern Company
-0.21%
-$169.8 
PRU Prudential Financial, Inc.
-0.17%
-$7.35 
CFR Cullen/Frost Bankers Inc.
-0.17%
-$2.8 
COST Costco Wholesale Corporation
-0.14%
-$5,804.65 
ABT Abbott Laboratories
-0.14%
-$23.1 
BDX Becton, Dickinson and Company
-0.13%
-$68.08 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$4.48 
CHD Church & Dwight Co., Inc.
-0.13%
-$30.81 
RTX RTX Corporation
-0.12%
-$210.33 
FDFF Fidelity Disruptive Finance ETF
-0.11%
-$20.19 
NDAQ Nasdaq, Inc.
-0.11%
-$1.57 
CMBS iShares CMBS ETF
-0.1%
-$1.35 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.09%
-$5.32 
SYF Synchrony Financial
-0.09%
-$0.7 
R Ryder System Inc.
-0.08%
-$3.08 
URI United Rentals, Inc.
-0.08%
-$0.98 
DTE DTE Energy Company
-0.07%
-$46 
PAYX Paychex Inc.
-0.07%
-$21.08 
SYY Sysco Corporation
-0.07%
-$0.96 
WPC W. P. Carey Inc.
-0.07%
-$0.9 
SCHW Charles Schwab Corporation
-0.07%
-$3.08 
CTVA Corteva Inc.
-0.05%
-$1.6 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.05%
-$5.87 
LIN Linde plc
-0.05%
-$14.72 
SOLV Solventum Corporation
-0.04%
-$2.73 
NPK National Presto Industries Inc.
-0.03%
-$0.44 
RL Ralph Lauren Corporation
-0.02%
-$0.9 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.02%
-$58.85 Events
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Dividends
Dividend Analysis
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| Trades 1675 | Longs Won 1029/1675 61% | Profit Factor 6.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $434,931.56 |
| Average Win $134,271.52 | Best Trade (Jun 30) $7.13M | Sharpe Ratio -9.25 |
| Average Loss -$33,418.79 | Worst Trade (Sep 30) -$2.01M | Z-Score 2.77 (99.45%) |
| Commissions $0 | Avg. Trade Length 5m 2w 3d | Expectancy $69,598.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 29 | $3,807 | $4,233.13 | - | $426.13 | 11.19% | +3.276% |
| AAPL Apple Inc. | 29,546 | $6.56M | $9.26M | - | $2.69M | 41.06% | +0.294% |
| ABBV AbbVie Inc. | 657 | $137,651.7 | $161,549.73 | - | $23,898.03 | 17.36% | +0.828% |
| ABNB Airbnb, Inc. | 755 | $108,041 | $134,457.95 | - | $26,416.95 | 24.45% | +17.443% |
| ABT Abbott Laboratories | 154 | $13,933 | $16,602.74 | - | $2,669.74 | 19.16% | -0.139% |
| ACN Accenture plc Class A | 97 | $19,232.78 | $17,040.96 | - | -$2,191.82 | -11.4% | +2.671% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 959 | $19,938 | $19,841.71 | - | -$96.29 | -0.48% | +0.486% |
| ADBE Adobe Inc. | 5 | $1,025 | $1,325.75 | - | $300.75 | 29.34% | +1.887% |
| ADC Agree Realty Corporation | 13 | $985 | $982.93 | - | -$2.07 | -0.21% | -0.969% |
| ADI Analog Devices, Inc. | 52 | $10,486.33 | $20,270.12 | - | $9,783.79 | 93.3% | +3.313% |
| ADM Archer-Daniels-Midland Co | 31 | $2,253.44 | $2,373.98 | - | $120.54 | 5.35% | -1.2% |
| ADP Automatic Data Processing Inc. | 98 | $21,850 | $26,591.32 | - | $4,741.32 | 21.7% | -0.793% |
| ADT ADT Inc. | 106 | $689 | $808.78 | - | $119.78 | 17.38% | -0.261% |
| AEE Ameren Corporation | 391 | $44,209 | $42,560.35 | - | -$1,648.65 | -3.73% | +0.536% |
| AEP American Electric Power Company, Inc. | 140 | $16,143.33 | $17,605 | - | $1,461.67 | 9.05% | +0.391% |
| AES AES Corporation | 9 | $131 | $132.52 | - | $1.52 | 1.16% | +0.17% |
| AFL Aflac Inc. | 59 | $6,869 | $7,351.4 | - | $482.4 | 7.02% | -1.626% |
| AFLG First Trust Active Factor Large Cap ETF | 2,303 | $99,980 | $103,865.53 | - | $3,885.53 | 3.89% | +0.58% |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 11,446 | $565,191 | $552,465.23 | - | -$12,725.77 | -2.25% | +0.425% |
| AGGH Simplify Aggregate Bond ETF | 6,775 | $136,647 | $134,991.87 | - | -$1,655.13 | -1.21% | +0.226% |
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FAQ
Which stocks have generated the highest profits for Curtis Harrell?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $11.72M, Micron Technology, Inc - $9.17M, Broadcom Inc - $7.47M, Alphabet Inc - $7.24M, and Advanced Micro Devices, Inc - $4.79M. 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: UnitedHealth Group Incorporated - $3.12M, Accenture plc Class A - $1.3M, Salesforce Inc - $912,719.69, Procter & Gamble Co - $875,425.48, and Boston Scientific Corporation - $792,122.66. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Curtis Harrell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.16M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $574,860.53, iShares Core MSCI EAFE ETF - $365,847.93, PIMCO Multisector Bond Active ETF - $324,971.42, Exxon Mobil Corporation - $208,730.62, and Janus Henderson AAA CLO ETF - $201,525.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Curtis Harrell's monthly returns?
Curtis Harrell's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Curtis Harrell's strategy be considered aggressive or moderate?
Curtis Harrell'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 Curtis Harrell's strategy?
Curtis Harrell's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
