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:
23.31%
Gain -0.75%
Monthly
1.14%
Yearly
14.52%
Drawdown
10.02%
$237.13M
Equity
Holdings
$237.13M
Investment
$222.69M
$115.01M
Profit -$2.23M
Realized
$100.56M
Unrealized
$14.44M
Dividends
$10.52M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$2.23M
Win %
51%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$3.12M
Win %
51%
This Month
Compared to last month
Gain
0.73%
Profit
$1.72M
Win %
51%
This Year
Compared to last year
Gain
1.58%
Profit
$3.7M
Win %
56%
DTM Dt Midstream Inc.
+3.76%
+$876.12 
KMI Kinder Morgan, Inc.
+3.69%
+$124.63 
CNQ Canadian Natural Resources Limited
+3.62%
+$210.56 
BP BP p.l.c. Sponsored ADR
+3.55%
+$3,225 
APA APA Corporation
+3.54%
+$35.07 
NI NiSource Inc.
+3.43%
+$48.11 
TRGP Targa Resources Corp.
+3.37%
+$3,493.84 
RTX RTX Corporation
+3.18%
+$4,627.26 
EOG EOG Resources, Inc.
+3.17%
+$77.44 
BTI British American Tobacco p.l.c. ADR
+3.16%
+$1.83 
IMO Imperial Oil Limited
+3.11%
+$4.03 
COP ConocoPhillips
+3.08%
+$327.75 
LMT Lockheed Martin Corporation
+3.07%
+$13,529.71 
OKE ONEOK, Inc.
+3%
+$65.16 
ALL Allstate Corporation
+2.99%
+$437.37 
SU Suncor Energy Inc.
+2.89%
+$161.69 
CVM Cel-Sci Corporation
+2.87%
+$0.1 
CMS CMS Energy Corporation
+2.79%
+$188.87 
DVN Devon Energy Corporation
+2.77%
+$58.7 
EXE Expand Energy Corporation
+2.75%
+$10 
SHEL Shell plc
+2.75%
+$133.95 
UGI UGI Corporation
+2.67%
+$20 
TTE TotalEnergies SE
+2.64%
+$53.7 
NGG National Grid plc Sponsored ADR
+2.6%
+$259.56 
CTA Simplify Managed Futures Strategy ETF
+2.51%
+$4,879.56 
FMC FMC Corporation
+2.49%
+$1.26 
PM Philip Morris International Inc.
+2.48%
+$773.76 
CVX Chevron Corporation
+2.48%
+$5,348.55 
AMT American Tower Corporation
+2.44%
+$53.16 
EXC Exelon Corporation
+2.38%
+$1,961.42 
WEC WEC Energy Group Inc.
+2.29%
+$53.46 
XLE Energy Select Sector SPDR Fund
+2.26%
+$19.57 
PEP PepsiCo, Inc.
+2.26%
+$403.1 
FENY Fidelity MSCI Energy Index ETF
+2.26%
+$70.12 
AOUT American Outdoor Brands Inc.
+2.22%
+$19.75 
ORI Old Republic International Corp.
+2.22%
+$21.5 
IDXX IDEXX Laboratories, Inc.
+2.22%
+$12,237.13 
HONA Honeywell Aerospace Inc.
+2.21%
+$252.7 
SLB Schlumberger Limited
+2.21%
+$55.64 
AEE Ameren Corporation
+2.17%
+$879.75 
ED Consolidated Edison, Inc.
+2.16%
+$49.87 
AEP American Electric Power Company, Inc.
+2.15%
+$373.8 
LYB LyondellBasell Industries N.V.
+2.11%
+$52.8 
LHX L3Harris Technologies, Inc.
+2.07%
+$29.82 
FTS Fortis Inc.
+2.05%
+$1.12 
PEG Public Service Enterprise Group Incorporated
+2%
+$14.05 
UL Unilever PLC Sponsored American Depositary Receipt
+2%
+$105.78 
USB U.S. Bancorp
+2%
+$105.34 
ALRS Alerus Financial Corporation
+1.99%
+$21.35 
RPRX Royalty Pharma plc
+1.91%
+$1.14 
NEM Newmont Corporation
+1.91%
+$64.09 
ATO Atmos Energy Corporation
+1.9%
+$65.52 
PPL PPL Corporation
+1.9%
+$32.09 
CNP CenterPoint Energy Inc.
+1.9%
+$99.66 
SO The Southern Company
+1.87%
+$1,413.59 
TFC Truist Financial Corporation
+1.75%
+$38.3 
PGR Progressive Corporation
+1.75%
+$422.06 
PNW Pinnacle West Capital Corporation
+1.71%
+$78.08 
EIPX FT Energy Income Partners Strategy ETF
+1.7%
+$35,206.6 
GD General Dynamics Corporation
+1.69%
+$525.32 
THG Hanover Insurance Group, Inc.
+1.69%
+$15.48 
CB Chubb Limited
+1.67%
+$236.2 
TJX The TJX Companies, Inc.
+1.67%
+$4,179.34 
EG Everest Group, Ltd.
+1.67%
+$31.75 
CBRL Cracker Barrel Old Country Store, Inc.
+1.65%
+$14.49 
SRE Sempra
+1.64%
+$392.62 
LNT Alliant Energy Corporation
+1.62%
+$18.53 
TRV The Travelers Companies, Inc.
+1.62%
+$573.16 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.61%
+$1,330.89 
FE FirstEnergy Corp.
+1.6%
+$17.52 
EMLP First Trust North American Energy Infrastructure Fund
+1.58%
+$33,005.54 
NRG NRG Energy, Inc.
+1.57%
+$6.48 
MO Altria Group, Inc.
+1.56%
+$82 
KR Kroger Co.
+1.56%
+$620.34 
MAGA Point Bridge America First ETF
+1.55%
+$3,092.3 
HIG The Hartford Insurance Group, Inc.
+1.48%
+$17.73 
MDLZ Mondelez International, Inc.
+1.48%
+$44.88 
BUD Anheuser-Busch InBev S.A. ADR
+1.43%
+$36.12 
BRO Brown & Brown Inc.
+1.39%
+$135.13 
COST Costco Wholesale Corporation
+1.39%
+$57,959.4 
CAG Conagra Brands Inc.
+1.37%
+$9.55 
MKL Markel Group Inc.
+1.36%
+$24.75 
FUTY Fidelity MSCI Utilities Index ETF
+1.32%
+$97.98 
VMC Vulcan Materials Company
+1.32%
+$1,441.89 
AFL Aflac Inc.
+1.31%
+$91.45 
ET Energy Transfer L.P.
+1.31%
+$1,658.28 
TMUS T-Mobile US, Inc.
+1.3%
+$30.75 
VTR Ventas Inc.
+1.3%
+$1.1 
CRH CRH plc
+1.3%
+$411.95 
ES Eversource Energy
+1.3%
+$23.09 
D Dominion Energy, Inc.
+1.27%
+$120 
CWST Casella Waste Systems Inc.
+1.27%
+$109.5 
AJG Arthur J. Gallagher & Co.
+1.25%
+$3.12 
XEL Xcel Energy Inc.
+1.24%
+$161.82 
KO The Coca-Cola Company
+1.2%
+$645.7 
GSK GSK plc Sponsored ADR
+1.19%
+$60.84 
AWK American Water Works Company, Inc.
+1.19%
+$33.29 
F Ford Motor Company
+1.18%
+$94.83 
PKG Packaging Corporation of America
+1.16%
+$13.5 
VTRS Viatris Inc.
+1.15%
+$6.93 
MET MetLife Inc.
+1.14%
+$34.2 
NEE NextEra Energy, Inc.
+1.11%
+$315.92 
PNC The PNC Financial Services Group, Inc.
+1.11%
+$33.46 
CMCSA Comcast Corp
+1.1%
+$112.08 
QSR Restaurant Brands International Inc.
+1.1%
+$128.77 
ICE Intercontinental Exchange, Inc.
+1.1%
+$261 
ETR Entergy Corporation
+1.1%
+$175.56 
OGE Oge Energy Corp.
+1.08%
+$21.93 
PG Procter & Gamble Co
+1.06%
+$1,234.13 
COF Capital One Financial Corporation
+1.05%
+$112.32 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.04%
+$20,768.7 
CF CF Industries Holdings, Inc.
+1.03%
+$14.88 
VRSK Verisk Analytics Inc.
+1.03%
+$11.62 
STZ Constellation Brands, Inc.
+1.03%
+$55.86 
SWKS Skyworks Solutions Inc.
+1.02%
+$21.87 
JPM JPMorgan Chase & Co.
+1.02%
+$2,226.42 
ELS Equity Lifestyle Properties Inc.
+1%
+$11.49 
AMLP Alerian MLP ETF
+0.99%
+$28.84 
CI The Cigna Group
+0.98%
+$8.79 
LIN Linde plc
+0.97%
+$304.96 
WPC W. P. Carey Inc.
+0.96%
+$11.16 
O Realty Income Corporation
+0.95%
+$59.36 
WTBA West Bancorporation Inc.
+0.92%
+$6.62 
HSY The Hershey Company
+0.91%
+$33.88 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.91%
+$23.5 
AMSF Amerisafe Inc.
+0.9%
+$3.15 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.89%
+$43.12 
DTE DTE Energy Company
+0.86%
+$510.6 
HWM Howmet Aerospace Inc.
+0.86%
+$47.25 
VZ Verizon Communications Inc.
+0.86%
+$244.72 
SMA SmartStop Self Storage REIT Inc.
+0.84%
+$95.76 
WCN Waste Connections Inc.
+0.83%
+$13.75 
JNJ Johnson & Johnson
+0.82%
+$5,588.66 
FVD First Trust Value Line Dividend Index Fund
+0.79%
+$11,476.47 
ABBV AbbVie Inc.
+0.78%
+$1,458.55 
WM Waste Management, Inc.
+0.78%
+$22.75 
KDP Keurig Dr Pepper Inc.
+0.78%
+$0.27 
KMB Kimberly-Clark Corporation
+0.77%
+$18.52 
SMG Scotts Miracle-Gro Co.
+0.77%
+$0.42 
MLM Martin Marietta Materials, Inc.
+0.77%
+$15.12 
ACN Accenture plc Class A
+0.77%
+$167.32 
MRSH Marsh & McLennan Companies, Inc.
+0.75%
+$133.47 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$1,308.69 
MRK Merck & Co., Inc.
+0.74%
+$329.4 
DOW Dow Inc.
+0.74%
+$22.66 
OTIS Otis Worldwide Corporation
+0.74%
+$75.92 
WFC Wells Fargo & Company
+0.74%
+$149.45 
ORLY O'Reilly Automotive Inc.
+0.73%
+$12.35 
EGP EastGroup Properties Inc.
+0.72%
+$9.87 
SITE SiteOne Landscape Supply Inc.
+0.7%
+$4.66 
SCI Service Corporation International
+0.7%
+$2.26 
KVUE Kenvue Inc.
+0.7%
+$0.13 
MNST Monster Beverage Corporation
+0.69%
+$79.38 
GE General Electric Company
+0.69%
+$28,663.65 
FNF Fidelity National Financial, Inc.
+0.68%
+$2.7 
WMT Walmart Inc.
+0.66%
+$29,426.96 
HLT Hilton Worldwide Holdings Inc.
+0.63%
+$58.59 
ROST Ross Stores, Inc.
+0.63%
+$54.95 
CRDT Simplify Opportunistic Income ETF
+0.63%
+$51.08 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.63%
+$495.55 
C Citigroup Inc.
+0.62%
+$295.29 
BA Boeing Company
+0.61%
+$21,308.35 
DOV Dover Corporation
+0.6%
+$138.06 
HAS Hasbro Inc.
+0.6%
+$89.09 
BWB Bridgewater Bancshares Inc.
+0.59%
+$6.48 
BUSE First Busey Corporation
+0.58%
+$369.41 
EIX Edison International
+0.56%
+$13.95 
ADC Agree Realty Corporation
+0.54%
+$4.68 
SPGI S&P Global Inc.
+0.54%
+$3,390.2 
DLR Digital Realty Trust, Inc.
+0.52%
+$6.37 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.52%
+$1,064.16 
ELV Elevance Health, Inc.
+0.5%
+$123.12 
FNB F.N.B. Corporation
+0.49%
+$3.83 
RF Regions Financial Corporation
+0.49%
+$10.26 
FTCS First Trust Capital Strength ETF
+0.49%
+$261.9 
CFR Cullen/Frost Bankers Inc.
+0.49%
+$7.5 
DFIV Dimensional International Value ETF
+0.47%
+$34.19 
RA Brookfield Real Assets Income Fund Inc.
+0.47%
+$15.4 
DLS WisdomTree International SmallCap Dividend Fund
+0.47%
+$225.23 
DFAR Dimensional US Real Estate ETF
+0.47%
+$31.62 
ZBH Zimmer Biomet Holdings, Inc.
+0.47%
+$16.28 
TDG TransDigm Group Inc.
+0.46%
+$10.33 
ZION Zions Bancorporation, National Association
+0.45%
+$1.14 
SYK Stryker Corporation
+0.45%
+$45.67 
ATR AptarGroup, Inc.
+0.44%
+$9.9 
FOX Fox Corporation Class B Common Stock
+0.44%
+$6.3 
FTXO First Trust Nasdaq Bank ETF
+0.42%
+$71.5 
APD Air Products and Chemicals, Inc.
+0.42%
+$41.99 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.41%
+$697.49 
ADP Automatic Data Processing Inc.
+0.4%
+$112.7 
FMAT Fidelity MSCI Materials Index ETF
+0.4%
+$33.58 
AU AngloGold Ashanti plc
+0.39%
+$6.12 
LOW Lowe's Companies Inc.
+0.38%
+$32.25 
CARR Carrier Global Corporation
+0.38%
+$74.76 
FSBW Fs Bancorp Inc.
+0.38%
+$5.27 
CHD Church & Dwight Co., Inc.
+0.38%
+$92.43 
XLB Materials Select Sector SPDR Fund
+0.38%
+$1.52 
TIGO Millicom International Cellular S.A.
+0.37%
+$9 
WH Wyndham Hotels & Resorts, Inc.
+0.36%
+$3.3 
HD The Home Depot, Inc.
+0.35%
+$13,467.07 
BMO Bank of Montreal
+0.35%
+$58.07 
FITB Fifth Third Bancorp
+0.34%
+$4.93 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.34%
+$2,201.41 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.34%
+$3,208.27 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$0.7 
CRBG Corebridge Financial Inc.
+0.32%
+$0.11 
LLY Eli Lilly and Company
+0.31%
+$225.62 
BNY BlackRock New York Municipal Income Trust
+0.31%
+$97.24 
HMC Honda Motor Co., Ltd.
+0.31%
+$9.55 
TT Trane Technologies plc
+0.31%
+$65.8 
T AT&T Inc.
+0.3%
+$257.46 
GATX GATX Corporation
+0.3%
+$5.88 
TXN Texas Instruments Inc
+0.29%
+$81.18 
CUBI Customers Bancorp Inc.
+0.28%
+$3.99 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.28%
+$9.75 
CPB The Campbell's Company
+0.28%
+$44.27 
SCHP Schwab U.S. TIPS ETF
+0.28%
+$3.29 
VLO Valero Energy Corporation
+0.27%
+$11.95 
RSG Republic Services, Inc.
+0.26%
+$35.09 
WTFC Wintrust Financial Corporation
+0.26%
+$4.87 
PFE Pfizer Inc.
+0.26%
+$58.2 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.25%
+$30.87 
ONL Orion Office REIT Inc.
+0.24%
+$0.04 
SNA Snap-on Inc.
+0.22%
+$7.38 
FNDF Schwab Fundamental International Large Company Index ETF
+0.22%
+$66.72 
MAS Masco Corporation
+0.22%
+$8.01 
CVS CVS Health Corporation
+0.22%
+$260.8 
MPC Marathon Petroleum Corporation
+0.21%
+$458.54 
ITW Illinois Tool Works Inc.
+0.2%
+$26.16 
KEY KeyCorp
+0.2%
+$4.4 
NVS Novartis AG Sponsored ADR
+0.19%
+$25.23 
GL Globe Life Inc.
+0.19%
+$9.6 
CMBS iShares CMBS ETF
+0.19%
+$2.43 
EHC Encompass Health Corporation
+0.19%
+$4.8 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.19%
+$7.58 
TPR Tapestry Inc.
+0.18%
+$7.48 
BHP BHP Group Ltd.
+0.18%
+$6.75 
FREL Fidelity MSCI Real Estate Index ETF
+0.18%
+$6.5 
EFV iShares MSCI EAFE Value ETF
+0.18%
+$342.02 
TYA Simplify Intermediate Term Treasury ETF
+0.18%
+$52.78 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.17%
+$1,341.05 
HBAN Huntington Bancshares Incorporated
+0.16%
+$3.48 
DON WisdomTree U.S. MidCap Dividend Fund
+0.16%
+$114.84 
WDIV SPDR S&P Global Dividend ETF
+0.16%
+$20.92 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.16%
+$393.48 
CSGP CoStar Group, Inc.
+0.16%
+$8.15 
SBUX Starbucks Corporation
+0.16%
+$26.08 
V Visa Inc. Class A
+0.15%
+$116.56 
WEN The Wendy's Company
+0.15%
+$7.1 
ADT ADT Inc.
+0.15%
+$1.06 
FOXY Simplify Currency Strategy ETF
+0.15%
+$191.28 
CAH Cardinal Health Inc.
+0.13%
+$0.64 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.12%
+$15.72 
ABT Abbott Laboratories
+0.12%
+$19.25 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$5.05 
VYM Vanguard High Dividend Yield ETF
+0.11%
+$105.74 
GEV GE Vernova Inc.
+0.1%
+$94.25 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$0.9 
GRMN Garmin Ltd.
+0.1%
+$4,543 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$5.06 
LYG Lloyds Banking Group Plc ADR
+0.09%
+$2.98 
RIO Rio Tinto Plc Sponsored ADR
+0.09%
+$2.96 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.09%
+$112.92 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$22.33 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.09%
+$15.7 
SON Sonoco Products Co.
+0.08%
+$0.24 
XLF Financial Select Sector SPDR Fund
+0.07%
+$0.04 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.07%
+$126.36 
AAPL Apple Inc.
+0.07%
+$7,091.04 
DISV Dimensional International Small Cap Equity Fund
+0.07%
+$3.03 
CMI Cummins Inc.
+0.07%
+$1.85 
BSX Boston Scientific Corporation
+0.07%
+$8.97 
VGLT Vanguard Long-Term Treasury Fund
+0.07%
+$5.71 
MCD McDonald's Corporation
+0.07%
+$2,270.4 
ISRG Intuitive Surgical, Inc.
+0.07%
+$7.56 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$13.41 
GPC Genuine Parts Company
+0.06%
+$1.04 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.06%
+$0.75 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.05%
+$0.03 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$0.03 
WTS Watts Water Technologies Inc.
+0.05%
+$1.81 
VTV Vanguard Value ETF
+0.04%
+$5 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.04%
+$45.48 
MCHP Microchip Technology Incorporated
+0.04%
+$1.02 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$656.84 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$1.54 
ONB Old National Bancorp
+0.04%
+$0.47 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$17.64 
FLDR Fidelity Low Duration Bond ETF
+0.03%
+$0.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$0.75 
DFIS Dimensional International Small Cap ETF
+0.03%
+$1.14 
HEI.A Heico Corporation
+0.02%
+$5.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$0.14 
SEIX Virtus Seix Senior Loan ETF
+0.02%
+$0.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$0.01 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1.87 
CNO CNO Financial Group Inc.
+0.02%
+$0.34 
ELD WisdomTree Emerging Markets Local Debt Fund
+0.02%
+$0.38 
SYF Synchrony Financial
+0.01%
+$0.1 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$0.42 
AVIG Avantis Core Fixed Income ETF
+0.01%
+$0.87 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.01%
+$16.93 
GOCT FT Vest US Equity Moderate Fund
+0.01%
+$49.41 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$1.21 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$0.07 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.01%
+$0.54 
SCEC Sterling Capital Enhanced Cash ETF
0%
+$3.21 
AVB AvalonBay Communities, Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NFBK Northfield Bancorp Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
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 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 
SCSB Sterling Capital Short Duration Bond ETF
0%
$0 G200
G2004J103
0%
$0 DLMY
DLMY
0%
$0 
MRNA Moderna, Inc.
-10.63%
-$4,952.58 
OKTA Okta Inc.
-10.59%
-$1,723.02 
MSTR Strategy Inc.
-10.46%
-$126.56 
NVTS Navitas Semiconductor Corporation
-8.67%
-$3,895.2 
SNOW Snowflake Inc.
-8.09%
-$1,815.03 
PANW Palo Alto Networks, Inc.
-7.39%
-$20,684.16 
PLTR Palantir Technologies Inc.
-7.34%
-$20,961.76 
U Unity Software Inc.
-7.3%
-$243.71 
FLEX Flex Ltd.
-7.23%
-$21.36 
QBTS D-Wave Quantum Inc.
-7.22%
-$72.15 
CRWD CrowdStrike Holdings, Inc.
-7.17%
-$490.84 
UNIT Uniti Group Inc.
-6.83%
-$72.98 
STX Seagate Technology Holdings plc
-6.38%
-$176.24 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-6.25%
-$146,793.92 
JBLU JetBlue Airways Corporation
-6.19%
-$19.11 
P Everpure Inc.
-6.06%
-$24.24 
WDC Western Digital Corporation
-5.6%
-$259.6 
INTC Intel Corporation
-5.55%
-$2,465.14 
SHOP Shopify Inc.
-5.39%
-$33,317.87 
AMD Advanced Micro Devices, Inc.
-5.37%
-$3,861.76 
HOOD Robinhood Markets, Inc.
-5.36%
-$1,515.04 
TEAM Atlassian Corporation Class A
-5.3%
-$299 
FWRD Forward Air Corporation
-5.24%
-$4.98 
NOW ServiceNow, Inc.
-5.21%
-$13,845.67 
RMBS Rambus Inc.
-5.21%
-$116.04 
MU Micron Technology, Inc.
-5.01%
-$8,730.09 
MRVL Marvell Technology, Inc.
-4.87%
-$234.8 
GWRE GUIDEWIRE SOFTWARE INC
-4.84%
-$42.52 
TLRY Tilray Brands, Inc.
-4.83%
-$31 
TBI TrueBlue Inc.
-4.68%
-$14.8 
APP AppLovin Corporation Class A Common Stock
-4.67%
-$65.28 
ORCL Oracle Corporation
-4.42%
-$137,763.48 
ENTG Entegris, Inc.
-4.37%
-$83.46 
CRDO Credo Technology Group Holding Ltd.
-4.36%
-$1,291.48 
META Meta Platforms Inc Class A
-4.36%
-$47,940.23 
LRCX Lam Research Corporation
-4.35%
-$1,569.1 
IHAK iShares Cybersecurity and Tech ETF
-4.22%
-$1,230.6 
IBKR Interactive Brokers Group Inc.
-4.04%
-$73.08 
QTEC First Trust NASDAQ-100 Technology Index Fund
-4.01%
-$2,543.18 
ANET Arista Networks, Inc.
-3.9%
-$130.14 
AVGO Broadcom Inc.
-3.87%
-$29,499.29 
FSK FS KKR Capital Corp.
-3.87%
-$1,264.92 
NB NioCorp Developments Ltd.
-3.83%
-$134.62 
NOVT Novanta Inc.
-3.83%
-$30.96 
KLAC KLA Corporation
-3.81%
-$199.2 
FDN First Trust Dow Jones Internet Index Fund
-3.62%
-$1,764.58 
BRKR Bruker Corporation
-3.57%
-$2.02 
AMAT Applied Materials, Inc.
-3.55%
-$1,848.88 
EQR Equity Residential
-3.5%
-$358.05 
JBHT J.B. Hunt Transport Services, Inc.
-3.45%
-$186.76 
HUBS HubSpot, Inc.
-3.44%
-$131.6 
DAL Delta Air Lines, Inc.
-3.42%
-$136.17 
CHRW C.H. Robinson Worldwide, Inc.
-3.34%
-$9.6 
WDAY Workday Inc.
-3.28%
-$8,143.43 
SNPS Synopsys, Inc.
-3.28%
-$12,878.65 
SPCX Space Exploration Technologies Corp. Class A
-3.2%
-$135,270.5 
GT The Goodyear Tire & Rubber Company
-3.17%
-$4.34 
POWL Powell Industries Inc.
-3.06%
-$1,571.22 
SE Sea Ltd.
-3.06%
-$137.08 
HUM Humana Inc.
-3.04%
-$328.5 
VRT Vertiv Holdings Co
-3.02%
-$58.32 
GMED Globus Medical Inc.
-2.96%
-$23.35 
FDIF Fidelity Disruptors ETF
-2.94%
-$1,636.61 
NFLX Netflix, Inc.
-2.92%
-$106,197.35 
BNTX BioNTech SE
-2.89%
-$117.37 
FDCF Fidelity Disruptive Communications ETF
-2.87%
-$688.06 
VBK Vanguard Small-Cap Growth ETF
-2.87%
-$3,411.55 
FIX Comfort Systems USA, Inc.
-2.87%
-$84.94 
XLK State Street Technology Select Sector SPDR ETF
-2.83%
-$3,714.48 
ADBE Adobe Inc.
-2.83%
-$35.62 
SOLV Solventum Corporation
-2.82%
-$225.68 
VGT Vanguard Information Technology ETF
-2.8%
-$12,087.32 
QCOM QUALCOMM Incorporated
-2.77%
-$1,228.82 
OZ Belpointe PREP LLC
-2.73%
-$6,335.1 
TSLA Tesla, Inc.
-2.7%
-$109,164.36 
NDSN Nordson Corporation
-2.69%
-$310.1 
BX Blackstone Inc.
-2.68%
-$29.3 
SGI Somnigroup International Inc.
-2.63%
-$1.71 
HPQ HP Inc.
-2.59%
-$64.8 
ETN Eaton Corporation plc
-2.58%
-$9,166.81 
IWP iShares Russell Mid-Cap Growth ETF
-2.58%
-$1,554.06 
NIO Nio Inc.
-2.57%
-$8.28 
GOOGL Alphabet Inc
-2.47%
-$7,357.12 
FBCG Fidelity Blue Chip Growth Fund
-2.46%
-$1,007.76 
DDS Dillard's Inc.
-2.45%
-$32.88 
QQQM Invesco NASDAQ 100 ETF
-2.44%
-$65.97 
CRM Salesforce Inc
-2.43%
-$948.79 
QQQ Invesco QQQ Trust, Series 1
-2.42%
-$8,489.65 
CBRE CBRE Group Inc.
-2.41%
-$88.29 
SCHW Charles Schwab Corporation
-2.39%
-$99 
EL The Estée Lauder Companies Inc. Class A
-2.37%
-$15.24 
WAT Waters Corporation
-2.36%
-$409.11 
HCA HCA Healthcare Inc.
-2.35%
-$2,224.02 
IWO iShares Russell 2000 Growth ETF
-2.34%
-$105.69 
ZBIO Zenas BioPharma, Inc.
-2.32%
-$1,475 
GOOG Alphabet Inc
-2.32%
-$32,728.86 
MSFT Microsoft Corp.
-2.32%
-$164,131.2 
CMG Chipotle Mexican Grill, Inc.
-2.31%
-$174.13 
MEDP Medpace Holdings Inc.
-2.29%
-$28.8 
VONG Vanguard Russell 1000 Growth Fund
-2.29%
-$6,999.77 
IQV IQVIA Holdings Inc.
-2.28%
-$191.58 
FBOT Fidelity Disruptive Automation ETF
-2.27%
-$436.44 
ONEH TrueShares Equity Hedge ETF
-2.23%
-$3,586.41 
IVZ Invesco Ltd.
-2.21%
-$8.26 
INTU Intuit Inc.
-2.19%
-$43.44 
IWY iShares Russell Top 200 Growth ETF
-2.19%
-$11,999.52 
APH Amphenol Corporation
-2.18%
-$8,643.68 
VUG Vanguard Growth ETF
-2.17%
-$235.34 
EBAY eBay Inc.
-2.16%
-$10.6 
TTWO Take-Two Interactive Software, Inc.
-2.12%
-$226.95 
ECG Everus Construction Group, Inc.
-2.11%
-$37.76 
VOT Vanguard Mid-Cap Growth ETF
-2.1%
-$204.44 
XLC Communication Services Select Sector SPDR Fund
-2.05%
-$18.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.02%
-$91.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.02%
-$3,095.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.01%
-$713.83 
PIM Putnam Master Intermediate Income Trust
-1.97%
-$69.72 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.96%
-$1,827.76 
LFUS Littelfuse Inc.
-1.95%
-$22.95 
ITT Itt Inc.
-1.94%
-$27.3 
PAYH TrueShares S&P Hedged Structured Income High ETF
-1.94%
-$3,217.01 
CSCO Cisco Systems, Inc.
-1.93%
-$78,804.64 
AMZN Amazon.com Inc
-1.9%
-$112,902.68 
MPWR Monolithic Power Systems, Inc.
-1.89%
-$23.59 
CDNS Cadence Design Systems, Inc.
-1.87%
-$687.04 
VRTX Vertex Pharmaceuticals Incorporated
-1.87%
-$465.5 
RL Ralph Lauren Corporation
-1.82%
-$71.1 
WSO Watsco Inc.
-1.79%
-$10.72 
BABA Alibaba Group Holding Limited SP ADR
-1.77%
-$63.04 
OMCL Omnicell Inc.
-1.75%
-$1.89 
UHS Universal Health Services, Inc.
-1.72%
-$19.38 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.72%
-$452.5 
PDD PDD Holdings Inc. American Depositary Shares
-1.7%
-$15.4 
TGT Target Corporation
-1.64%
-$350.2 
A Agilent Technologies Inc.
-1.63%
-$82.94 
EMBC Embecta Corp.
-1.63%
-$6.41 
UBER Uber Technologies, Inc.
-1.63%
-$367.72 
AVEM Avantis Emerging Markets Equity ETF
-1.63%
-$110.25 
MTB M&T Bank Corporation
-1.62%
-$3.55 
IEMG iShares Core MSCI Emerging Markets ETF
-1.62%
-$10,438.75 
VTWO Vanguard Russell 2000 ETF
-1.62%
-$1,509.36 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.61%
-$207.25 
BDX Becton, Dickinson and Company
-1.6%
-$917.6 
SCHA Schwab U.S. Small-Cap ETF
-1.6%
-$2,686.32 
DFEV Dimensional Emerging Markets Value ETF
-1.6%
-$67.98 
SPYC Simplify US Equity PLUS Convexity ETF
-1.6%
-$2,714.39 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.59%
-$1,346.4 
DFAE Dimensional Emerging Core Equity Market ETF
-1.58%
-$94.18 
AGEM Abrdn Emerging Market Dividend Allocator ETF
-1.58%
-$8,383.05 
IWM iShares Russell 2000 ETF
-1.57%
-$342.07 
DE Deere & Company
-1.55%
-$1,422.69 
MSCI MSCI Inc.
-1.55%
-$88.9 
XPO XPO Inc.
-1.53%
-$5.78 
RRX Regal Rexnord Corporation
-1.52%
-$14.28 
MELI MercadoLibre, Inc.
-1.51%
-$3,600.64 
OSK Oshkosh Corporation
-1.51%
-$31.2 
SPD Simplify US Equity PLUS Downside Convexity ETF
-1.51%
-$4,917 
BKNG Booking Holdings Inc.
-1.5%
-$376.96 
ECL Ecolab Inc.
-1.5%
-$82.65 
FXH First Trust Health Care AlphaDEX Fund
-1.49%
-$279.39 
CNC Centene Corporation
-1.49%
-$21 
SPOT Spotify Technology S.A.
-1.48%
-$94.56 
BUFQ FT Nasdaq Buffer ETF July.
-1.47%
-$5,850.64 
NAT Nordic American Tankers Ltd.
-1.47%
-$0.12 
FTGS First Trust Growth Strength ETF
-1.47%
-$587,314.11 
BEN Franklin Resources Inc.
-1.45%
-$8.19 
EXPD Expeditors International of Washington, Inc.
-1.43%
-$65.32 
DECK Deckers Outdoor Corporation
-1.42%
-$44.28 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-1.42%
-$1,282.97 
CEG Constellation Energy Corporation
-1.42%
-$7,967.7 
VB Vanguard Small-Cap ETF
-1.42%
-$6,515.76 
PWR Quanta Services Inc.
-1.41%
-$81.63 
FDFF Fidelity Disruptive Finance ETF
-1.38%
-$241.08 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.38%
-$865.8 
EME EMCOR Group, Inc.
-1.38%
-$10.09 
SPEM SPDR Portfolio Emerging Markets ETF
-1.33%
-$39.05 
GS The Goldman Sachs Group, Inc.
-1.32%
-$824.6 
EVR Evercore Inc.
-1.32%
-$47.46 
EMR Emerson Electric Co.
-1.32%
-$380.92 
SVOL Simplify Volatility Premium ETF
-1.32%
-$1,370.6 
GDE WisdomTree Efficient Gold Plus
-1.31%
-$989.5 
SPUC Simplify US Equity PLUS Upside Convexity ETF
-1.3%
-$39.68 
VEEV Veeva Systems Inc.
-1.3%
-$158.73 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
-1.29%
-$2,248.56 
R Ryder System Inc.
-1.28%
-$43.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.27%
-$4,222.33 
NVDA NVIDIA Corporation
-1.27%
-$97,146.48 
SMMD iShares Russell 2500 ETF
-1.26%
-$26,538.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.26%
-$367.36 
SCHX Schwab U.S. Large-Cap ETF
-1.25%
-$1,071.98 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$1,955 
SWBI Smith & Wesson Brands, Inc.
-1.21%
-$41.33 
IBIT iShares Bitcoin Trust
-1.21%
-$1,135.85 
WU Western Union Co.
-1.2%
-$4.72 
IVV iShares Core S&P 500 ETF
-1.19%
-$1,660.49 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.19%
-$44.46 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.18%
-$32.06 
VST Vistra Corp
-1.17%
-$2,099.6 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$0.46 
DECZ TrueShares Structured Outcome December ETF
-1.17%
-$79.1 
PLD Prologis Inc.
-1.16%
-$35.4 
COLM Columbia Sportswear Company
-1.16%
-$6.34 
NTSX WisdomTree U.S. Efficient Core Fund
-1.16%
-$2,457.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.16%
-$38,370.15 
VOO Vanguard S&P 500 ETF
-1.15%
-$37,598.61 
ADI Analog Devices, Inc.
-1.15%
-$240.76 
SPY SPDR S&P 500 ETF Trust
-1.13%
-$37,309.91 
KKR KKR & Co. Inc.
-1.13%
-$62.37 
IBM International Business Machines Corporation
-1.11%
-$730.38 
BBY Best Buy Co., Inc.
-1.1%
-$30.16 
EES WisdomTree U.S. SmallCap Fund
-1.1%
-$538.71 
SAP SAP SE Sponsored ADR
-1.1%
-$79.04 
GPN Global Payments Inc.
-1.09%
-$30.36 
SIRI Sirius XM Holdings Inc.
-1.09%
-$30.98 
ODFL Old Dominion Freight Line, Inc.
-1.08%
-$2,826.95 
DHR Danaher Corporation
-1.07%
-$42.16 
ALSN Allison Transmission Holdings Inc.
-1.06%
-$1.19 
TROW T. Rowe Price Group, Inc.
-1.06%
-$93.09 
FCX Freeport-McMoRan Inc.
-1.03%
-$51.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.02%
-$119.9 
LEN Lennar Corporation
-1%
-$224.64 
MOS Mosaic Company
-1%
-$0.19 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$39.72 
BWA BorgWarner Inc.
-0.99%
-$70.76 
UNH UnitedHealth Group Incorporated
-0.98%
-$30,992.08 
URI United Rentals, Inc.
-0.98%
-$10.22 
IJH iShares Core S&P Mid-Cap ETF
-0.96%
-$249.9 
MISL First Trust Indxx Aerospace & Defense ETF
-0.95%
-$40,268.28 
BG Bunge Global S.A.
-0.95%
-$8.16 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.95%
-$1,852.96 
AFLG First Trust Active Factor Large Cap ETF
-0.94%
-$978.77 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.93%
-$2,196.4 
OCTZ Trueshares Structured Outcome ETF October
-0.93%
-$31.58 
BAH Booz Allen Hamilton Holding Corporation
-0.93%
-$11.73 
DUHP Dimensional US High Profitability ETF
-0.93%
-$148.52 
JHX James Hardie Industries plc
-0.91%
-$36.42 
JANZ TrueShares Structured Outcome January Fund
-0.91%
-$62.7 
GILD Gilead Sciences Inc.
-0.9%
-$25.56 
MAYZ TSLXQ May Outcome ETF
-0.9%
-$3.33 
SEPZ TrueShares Structured Outcome September ETF
-0.9%
-$7,002.18 
NLY Annaly Capital Management, Inc.
-0.87%
-$1.76 
MARZ TrueShares Structured Outcome March Fund
-0.87%
-$0.65 
AUGZ TrueShares Structured Outcome August ETF
-0.86%
-$6.79 
CTVA Corteva Inc.
-0.85%
-$4.4 
ABNB Airbnb, Inc.
-0.85%
-$1,121.17 
SFLR Innovator Equity Managed Floor ETF
-0.84%
-$7,924.62 
IEX IDEX Corporation
-0.83%
-$63.04 
AUB Atlantic Union Bankshares Corporation
-0.81%
-$239.01 
FBRT Franklin BSP Realty Trust Inc.
-0.8%
-$140.45 
TEL TE Connectivity plc
-0.79%
-$3.36 
UPS United Parcel Service, Inc.
-0.79%
-$8.47 
REGN Regeneron Pharmaceuticals, Inc.
-0.77%
-$12.24 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.76%
-$1,676.44 
FELE Franklin Electric Co., Inc.
-0.76%
-$11.4 
MDT Medtronic plc
-0.75%
-$41.76 
MSM MSC Industrial Direct Co., Inc.
-0.75%
-$10.84 
PYPL PayPal Holdings Inc
-0.75%
-$4.3 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.75%
-$1,211.2 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.74%
-$20,519.03 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.74%
-$36.3 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.72%
-$7.9 
GSEP FT Vest US Equity Moderate B Fund
-0.72%
-$78.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.71%
-$806.52 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.71%
-$112.69 
AOS A. O. Smith Corporation
-0.71%
-$0.42 
HP Helmerich & Payne Inc.
-0.7%
-$3.44 
VO Vanguard Mid-Cap ETF
-0.7%
-$2,311.98 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.7%
-$9,184.56 
MS Morgan Stanley
-0.69%
-$481.32 
IP International Paper Company
-0.69%
-$6.58 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.69%
-$387.54 
BMY Bristol-Myers Squibb Company
-0.68%
-$17.63 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
-0.67%
-$110.4 
FHLC Fidelity MSCI Health Care Index ETF
-0.65%
-$41.62 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.65%
-$1,256.57 
VHT Vanguard Health Care ETF
-0.65%
-$870.87 
RPM RPM International Inc.
-0.64%
-$9.67 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.64%
-$9,036.78 
M Macy's Inc.
-0.64%
-$4.03 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.63%
-$7,718.07 
PRG Prog Holdings Inc.
-0.63%
-$0.97 
BUFR FT Vestladder Buffer ETF-USD I
-0.62%
-$58,160.39 
IRM Iron Mountain Inc.
-0.62%
-$74.9 
SEIC SEI Investments Company
-0.62%
-$6.5 
CFG Citizens Financial Group, Inc.
-0.61%
-$22.23 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.61%
-$1,215.33 
UMAY Innovator U.S. Equity Ultra Fund
-0.6%
-$1,023.42 
IWS iShares Russell Mid-Cap Value ETF
-0.6%
-$1,140.27 
GJAN FT Vest US Equity Moderate Fund B
-0.59%
-$1,692.92 
CNMD CONMED Corporation
-0.59%
-$3.08 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.59%
-$5,713.87 
UAUG Innovator U.S. Equity Ultra Fund
-0.59%
-$1,701.36 
EFG iShares MSCI EAFE Growth ETF
-0.59%
-$953.4 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.57%
-$4,486.72 
ALC Alcon Inc.
-0.57%
-$6.08 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
-0.57%
-$244.16 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.57%
-$241.68 
FJP First Trust Japan AlphaDEX Fund
-0.56%
-$199.87 
SBAR Simplify Barrier Income ETF
-0.56%
-$778.96 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.55%
-$295.21 
DJUN FT VEST US Equity Deep Buffer Fund
-0.55%
-$447.98 
UJUN Innovator U.S. Equity Ultra Fund
-0.55%
-$1,812.45 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$255.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.54%
-$1,728.22 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$6,530.84 
YUM Yum! Brands, Inc.
-0.54%
-$25.11 
GJUN FT Vest US Equity Moderate Fund
-0.53%
-$983.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.53%
-$10,805.49 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
-0.53%
-$4.25 
BAC Bank of America Corporation
-0.52%
-$237.06 
SOLS Sollensys Corp
-0.52%
-$10.23 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
-0.51%
-$14.4 
RDVI FT Vest Rising Dividend Achievers Fund
-0.51%
-$2,164.27 
USEP Innovator U.S. Equity Ultra ETF
-0.51%
-$43 
HYLS FT Tactical High Yield ETF
-0.51%
-$82.2 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.5%
-$19,079.82 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.5%
-$1,252.44 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.5%
-$80.99 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.49%
-$1,264.77 
NDAQ Nasdaq, Inc.
-0.48%
-$6.75 
AMP Ameriprise Financial, Inc.
-0.48%
-$9.64 
TDY Teledyne Technologies Incorporated
-0.48%
-$8.92 
WAB Wabtec Corporation
-0.48%
-$20.7 
OMC Omnicom Group Inc.
-0.48%
-$16.17 
TOL Toll Brothers Inc
-0.47%
-$1.27 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.47%
-$4,768.18 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.47%
-$665.76 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
-0.47%
-$112.48 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.47%
-$112.56 
HALO Halozyme Therapeutics Inc.
-0.47%
-$7.34 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.47%
-$3,987.01 
REXR Rexford Industrial Realty, Inc.
-0.46%
-$1.36 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.46%
-$95.13 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.46%
-$58.65 
PRF Invesco FTSE RAFI US 1000 ETF
-0.46%
-$66.05 
UBS UBS Group AG
-0.45%
-$24.94 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
-0.45%
-$4.94 
UFEB Innovator U.S. Equity Ultra ETF
-0.45%
-$6,186.38 
UDEC Innovator U.S. Equity Ultra Fund
-0.45%
-$34,788.83 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.44%
-$10,447.31 
PSK SPDR ICE Preferred Securities ETF
-0.42%
-$18 
AVY Avery Dennison Corporation
-0.42%
-$9.62 
MSIF MSC Income Fund Inc.
-0.42%
-$127.9 
CR Crane NXT Co.
-0.42%
-$15.48 
AVUV Avantis U.S. Small Cap Value ETF
-0.41%
-$65.5 
GFL GFL Environmental Inc.
-0.41%
-$0.18 
DIS The Walt Disney Company
-0.41%
-$67.5 
MA Mastercard Incorporated
-0.4%
-$694.07 
BWXT Bwx Technologies Inc.
-0.4%
-$1.09 
TRU TransUnion
-0.39%
-$1.16 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.39%
-$3,097.33 
IEP Icahn Enterprises L.P.
-0.38%
-$0.33 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.37%
-$1,168.76 
UJAN Innovator U.S. Equity Ultra Fund
-0.37%
-$933.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.37%
-$81.58 
VLTO Veralto Corporation
-0.37%
-$9.37 
FIDU Fidelity MSCI Industrials Index ETF
-0.37%
-$40.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.37%
-$194.96 
SPHY SPDR Portfolio High Yield Bond ETF
-0.37%
-$1.32 
GDEC FT VEST US Equity Moderate B Fund
-0.36%
-$23.85 
DNOV FT Vest US Equity Deep Buffer Fund
-0.36%
-$4,247.26 
XLV Health Care Select Sector SPDR Fund
-0.35%
-$0.62 
SYY Sysco Corporation
-0.35%
-$4.56 
ESS Essex Property Trust, Inc.
-0.34%
-$3.72 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.34%
-$67.13 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.33%
-$37.5 
CAT Caterpillar Inc.
-0.32%
-$587.86 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.32%
-$130.75 
GIS General Mills, Inc.
-0.32%
-$3.67 
LAZ Lazard Ltd.
-0.32%
-$0.12 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.32%
-$3,179.2 
UMAR Innovator U.S. Equity Ultra Fund
-0.31%
-$458.45 
AMGN Amgen Inc.
-0.3%
-$45.15 
BALT Inn Defined Wealth Shield Mutual Fund
-0.27%
-$1,400.2 
ASML ASML Holding N.V. New York Registry Shares
-0.27%
-$1,271.08 
HIGH Simplify Enhanced Income ETF
-0.27%
-$11.22 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.27%
-$232.41 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
-0.26%
-$30.24 
XLI Industrial Select Sector SPDR Fund
-0.26%
-$1.32 
CEFZ RiverNorth Active Income ETF
-0.25%
-$30.5 
NPK National Presto Industries Inc.
-0.25%
-$4.07 
PRU Prudential Financial, Inc.
-0.25%
-$10.15 
FDT First Trust Developed Markets ex-US Fund
-0.24%
-$150.26 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$43.6 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.24%
-$109.74 
PFG Principal Financial Group, Inc.
-0.24%
-$5.98 
GLD SPDR Gold Shares
-0.23%
-$636.35 
IWX iShares Russell Top 200 Value ETF
-0.23%
-$859.3 
HCC Warrior Met Coal Inc.
-0.22%
-$3.31 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$1,224.61 
AWF AllianceBernstein Global High Income Fund Inc.
-0.21%
-$2.4 
AXP American Express Company
-0.21%
-$28.6 
MCO Moody's Corporation
-0.2%
-$32.01 
AES AES Corporation
-0.2%
-$0.27 
PYLD PIMCO Multisector Bond Active ETF
-0.2%
-$168.9 
SABA Saba Capital Income & Opportunities Fund II
-0.2%
-$3.3 
AGGH Simplify Aggregate Bond ETF
-0.18%
-$237.12 
WHR Whirlpool Corporation
-0.18%
-$0.2 
CSX CSX Corporation
-0.17%
-$66.56 
NKE Nike, Inc. - Class B
-0.17%
-$8.45 
GM General Motors Company
-0.15%
-$26.13 
DCI Donaldson Company, Inc.
-0.15%
-$0.14 
UNP Union Pacific Corporation
-0.15%
-$4.84 
ADM Archer-Daniels-Midland Co
-0.14%
-$3.72 
WPM Wheaton Precious Metals Corp.
-0.14%
-$223.06 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.14%
-$104.27 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.14%
-$88.62 
AMG Affiliated Managers Group Inc.
-0.14%
-$2.16 
PAYX Paychex Inc.
-0.14%
-$38.44 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.14%
-$10.56 
COR Cencora, Inc.
-0.14%
-$1,196.46 
GGG Graco Inc.
-0.14%
-$17.16 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.14%
-$31.2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.13%
-$753.96 
JBBB Janus Henderson B-BBB CLO ETF
-0.13%
-$1.02 
SPBO SPDR Portfolio Corporate Bond ETF
-0.13%
-$5 
IEFA iShares Core MSCI EAFE ETF
-0.12%
-$44.16 
SW Smurfit WestRock PLC
-0.11%
-$1.03 
FEP First Trust Europe AlphaDEX Fund
-0.11%
-$43.85 
PHIN Phinia Inc.
-0.1%
-$0.36 
JSI Janus Henderson Securitized Income ETF
-0.1%
-$1.3 
ILTB iShares Core 10+ Year USD Bond ETF
-0.1%
-$3.42 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
-0.08%
-$5.96 
IAGG iShares International Aggregate Bond Fund
-0.08%
-$8.52 
FTSL First Trust Senior Loan ETF
-0.07%
-$5.01 
LDOS Leidos Holdings Inc.
-0.07%
-$0.4 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$4.32 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.06%
-$4.12 
CTAS Cintas Corporation
-0.06%
-$134.28 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.05%
-$18.09 
CARY Angel Oak Income ETF
-0.05%
-$7.02 
WTMF WisdomTree Managed Futures Strategy Fund
-0.05%
-$29.94 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.05%
-$2.66 
BCS Barclays PLC Sponsored ADR
-0.04%
-$1.32 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$82.24 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.04%
-$359.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$20.76 
PH Parker-Hannifin Corporation
-0.04%
-$1.44 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.04%
-$39.34 
PHM PulteGroup Inc.
-0.04%
-$26.08 
LOPE Grand Canyon Education Inc.
-0.03%
-$0.31 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.03%
-$22.17 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.02%
-$6.24 
ZMAY Innovator EDP ETF -1 Yr May
-0.02%
-$8.79 
LGOV First Trust Long Duration Opportunities ETF
-0.02%
-$7.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$2.42 
NTRS Northern Trust Corporation
-0.01%
-$0.16 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$1.81 Events
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Dividends
Dividend Analysis
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| Trades 1675 | Longs Won 972/1675 58% | Profit Factor 5.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $436,379.91 |
| Average Win $142,418.13 | Best Trade (Jun 30) $7.13M | Sharpe Ratio -9.53 |
| Average Loss -$33,321.95 | Worst Trade (Sep 30) -$2.01M | Z-Score -6.34 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 1d | Expectancy $68,659.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 29 | $3,807 | $5,008.01 | - | $1,201.01 | 31.55% | -1.629% |
| AAPL Apple Inc. | 29,546 | $6.56M | $10.11M | - | $3.55M | 54.07% | +0.07% |
| ABBV AbbVie Inc. | 657 | $137,651.7 | $187,652.34 | - | $50,000.64 | 36.32% | +0.783% |
| ABNB Airbnb, Inc. | 755 | $108,041 | $130,460.22 | - | $22,419.22 | 20.75% | -0.852% |
| ABT Abbott Laboratories | 154 | $13,933 | $16,139.97 | - | $2,206.97 | 15.84% | +0.119% |
| ACN Accenture plc Class A | 97 | $19,232.78 | $21,984.56 | - | $2,751.78 | 14.31% | +0.767% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 959 | $19,938 | $19,841.71 | - | -$96.29 | -0.48% | -0.337% |
| ADBE Adobe Inc. | 5 | $1,025 | $1,222.72 | - | $197.72 | 19.29% | -2.831% |
| ADC Agree Realty Corporation | 13 | $985 | $869.96 | - | -$115.04 | -11.68% | +0.541% |
| ADI Analog Devices, Inc. | 52 | $10,486.33 | $20,764.64 | - | $10,278.31 | 98.02% | -1.146% |
| ADM Archer-Daniels-Midland Co | 31 | $2,253.44 | $2,567.11 | - | $313.67 | 13.92% | -0.145% |
| ADP Automatic Data Processing Inc. | 98 | $21,850 | $28,106.4 | - | $6,256.4 | 28.63% | +0.403% |
| ADT ADT Inc. | 106 | $689 | $728.22 | - | $39.22 | 5.69% | +0.146% |
| AEE Ameren Corporation | 391 | $44,209 | $41,449.91 | - | -$2,759.09 | -6.24% | +2.168% |
| AEP American Electric Power Company, Inc. | 140 | $16,143.33 | $17,774.4 | - | $1,631.07 | 10.1% | +2.148% |
| AES AES Corporation | 9 | $131 | $134.46 | - | $3.46 | 2.64% | -0.2% |
| AFL Aflac Inc. | 59 | $6,869 | $7,056.4 | - | $187.4 | 2.73% | +1.313% |
| AFLG First Trust Active Factor Large Cap ETF | 2,303 | $99,980 | $103,070.76 | - | $3,090.76 | 3.09% | -0.941% |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 11,446 | $565,191 | $521,880.37 | - | -$43,310.63 | -7.66% | -1.581% |
| AGGH Simplify Aggregate Bond ETF | 6,775 | $136,647 | $129,368.62 | - | -$7,278.38 | -5.33% | -0.183% |
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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 - $11.73M, 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 - $3.11M, Accenture plc Class A - $1.3M, Salesforce Inc - $912,650.17, 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 $10.52M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $574,865.48, iShares Core MSCI EAFE ETF - $365,847.93, PIMCO Multisector Bond Active ETF - $325,917.26, Exxon Mobil Corporation - $208,730.62, and Janus Henderson AAA CLO ETF - $201,602.57. 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.
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