MWA
Merkkuri Wealth Advisors LLC Portfolio
Invests via Merkkuri Wealth Advisors LLC | Managed by Paresh B. Shah
Invests via Merkkuri Wealth Advisors LLC
Managed by Paresh B. Shah
Automatically Tracked
Company Profile
Delivers wealth management and financial planning services to high-net-worth individuals and family offices across the U.S., combining discretionary portfolio management with retirement and tax-aware strategies.
Merkkuri Wealth Advisors LLC manages multi-asset portfolios that emphasize risk controls, cash-flow planning and tax efficiency while coordinating with external custodians and estate counsel to execute tailored allocation and liquidity solutions.
Market relevance stems from its advisory role in private wealth transitions and customized income solutions for clients with concentrated equity positions.
Delivers wealth management and financial planning services to high-net-worth individuals and family offices across the U.S., combining discretionary portfolio management with retirement and tax-aware strategies.
Merkkuri Wealth Advisors LLC manages multi-asset portfolios that emphasize risk controls, cash-flow planning and tax efficiency while coordinating with external custodians and estate counsel to execute tailored allocation and liquidity solutions.
Market relevance stems from its advisory role in private wealth transitions and customized income solutions for clients with concentrated equity positions.
Investment Philosophy & Strategy
Emphasizes tax-aware, cash-flow focused wealth management that blends discretionary multi-asset portfolio management with bespoke liquidity and income solutions for high-net-worth clients. Capital deployment favors diversified, risk-controlled allocations across public equities, fixed income and alternative income strategies, with special underwriting discipline around concentrated equity positions and transition planning. Strategy balances growth and income objectives through tax-sensitive rebalancing, liability-aware asset selection and coordinated estate and custodian execution. Time horizon is long-term, with strict drawdown controls and tailored liquidity windows to support retirement and generational transfer goals.
Emphasizes tax-aware, cash-flow focused wealth management that blends discretionary multi-asset portfolio management with bespoke liquidity and income solutions for high-net-worth clients. Capital deployment favors diversified, risk-controlled allocations across public equities, fixed income and alternative income strategies, with special underwriting discipline around concentrated equity positions and transition planning. Strategy balances growth and income objectives through tax-sensitive rebalancing, liability-aware asset selection and coordinated estate and custodian execution. Time horizon is long-term, with strict drawdown controls and tailored liquidity windows to support retirement and generational transfer goals.
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:
5.01%
Gain
Monthly
0.2%
Yearly
2.42%
Drawdown
19.76%
$165.86M
Equity
Holdings
$165.86M
Investment
$140.17M
$31.24M
Profit -$736,320.35
Realized
$5.56M
Unrealized
$25.69M
Dividends
$6.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$736,320.35
Win %
72%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$959,480.27
Win %
72%
This Month
Compared to last month
Gain
-0.48%
Profit
-$807,434.03
Win %
72%
This Year
Compared to last year
Gain
9.79%
Profit
$14.79M
Win %
72%
ABT Abbott Laboratories
+10.62%
+$1,014.36 
BTI British American Tobacco p.l.c. ADR
+7.81%
+$4.58 
OXM Oxford Industries Inc.
+7.05%
+$10.84 
ACN Accenture plc Class A
+5.87%
+$458.56 
IHI iShares U.S. Medical Devices ETF
+4.34%
+$2,147.68 
ABBV AbbVie Inc.
+4.01%
+$1,545.24 
WM Waste Management, Inc.
+3.87%
+$2,232 
O Realty Income Corporation
+3.77%
+$426.92 
MAIN Main Street Capital Corporation
+3.72%
+$19.85 
GIS General Mills, Inc.
+3.67%
+$79.17 
UNP Union Pacific Corporation
+3.56%
+$1,213.04 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
+3.43%
+$37.9 
SWK Stanley Black & Decker Inc.
+3.4%
+$5.98 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.38%
+$52.02 
VLTO Veralto Corporation
+3.37%
+$55.17 
MO Altria Group, Inc.
+3.29%
+$259.84 
MKC McCormick & Company, Incorporated
+3.26%
+$172.64 
DGX Quest Diagnostics Inc.
+3.25%
+$708.48 
PECO Phillips Edison & Company, Inc.
+3.21%
+$81.6 
CRM Salesforce Inc
+3.19%
+$207.87 
SBUX Starbucks Corporation
+3.15%
+$284.66 
VICI Vici Properties Inc.
+3.12%
+$250.1 
MPT Medical Properties Trust, Inc.
+3.09%
+$525.34 
MRK Merck & Co., Inc.
+3.07%
+$185.71 
MCD McDonald's Corporation
+3.05%
+$1,115.03 
TMUS T-Mobile US, Inc.
+2.98%
+$1,176 
COST Costco Wholesale Corporation
+2.9%
+$6,921.2 
BMY Bristol-Myers Squibb Company
+2.89%
+$11.87 
KO The Coca-Cola Company
+2.83%
+$1,521.49 
BDX Becton, Dickinson and Company
+2.8%
+$86.8 
ARE Alexandria Real Estate Equities, Inc.
+2.79%
+$186.32 
HSY The Hershey Company
+2.76%
+$56.34 
NTSK Netskope, Inc.
+2.6%
+$73.48 
CTVA Corteva Inc.
+2.6%
+$96.58 
QABA First Trust NASDAQ ABA Community Bank ETF
+2.59%
+$1,793.24 
MA Mastercard Incorporated
+2.58%
+$1,119.02 
VZ Verizon Communications Inc.
+2.54%
+$288.85 
AKRE Akre Focus ETF
+2.49%
+$517.5 
VDC VANGUARD CONSUMER STAPLES ETF
+2.47%
+$380.8 
PCAR PACCAR Inc.
+2.45%
+$295.96 
CPT Camden Property Trust
+2.4%
+$134.5 
HDV iShares Core High Dividend ETF
+2.4%
+$631.75 
V Visa Inc. Class A
+2.37%
+$3,746.9 
TJX The TJX Companies, Inc.
+2.29%
+$3.46 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.25%
+$11,540.25 
FYT First Trust Small Cap Value Fund
+2.25%
+$19.04 
KXI iShares Global Consumer Staples ETF
+2.23%
+$87.87 
FXG First Trust Consumer Staples AlphaDEX Fund
+2.16%
+$56.17 
RICK Rci Hospitality Holdings Inc.
+2.16%
+$57.57 
DIS The Walt Disney Company
+2.14%
+$634.4 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$967.19 
WMT Walmart Inc.
+2.12%
+$556.87 
PYPL PayPal Holdings Inc
+2.05%
+$115.14 
VNQ Vanguard Real Estate ETF
+2.04%
+$384 
PG Procter & Gamble Co
+2.01%
+$134.1 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$126,748.26 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.91%
+$35.52 
FVD First Trust Value Line Dividend Index Fund
+1.86%
+$52.78 
IYH iShares U.S. Healthcare ETF
+1.84%
+$22,521.3 
CINF Cincinnati Financial Corporation
+1.81%
+$15.65 
CLX The Clorox Company
+1.81%
+$35.2 
HCA HCA Healthcare Inc.
+1.79%
+$611.32 
EPD Enterprise Products Partners L.P.
+1.76%
+$67.98 
SPLV Invesco S&P 500 Low Volatility ETF
+1.74%
+$7,022.91 
COWZ Pacer US Cash Cows 100 ETF
+1.7%
+$264.87 
IXJ iShares Global Healthcare ETF
+1.65%
+$8.07 
TM Toyota Motor Corporation
+1.61%
+$57 
CB Chubb Limited
+1.56%
+$462.88 
RC Ready Capital Corporation
+1.54%
+$2.5 
HD The Home Depot, Inc.
+1.49%
+$436.88 
UNH UnitedHealth Group Incorporated
+1.47%
+$757.68 
AAPL Apple Inc.
+1.46%
+$13,174.23 
UBER Uber Technologies, Inc.
+1.45%
+$69.63 
LLY Eli Lilly and Company
+1.4%
+$2,503.25 
ARCC Ares Capital Corporation
+1.35%
+$3,854.84 
HSIC Henry Schein, Inc.
+1.32%
+$29.9 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.29%
+$139.05 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.25%
+$24.3 
IJS iShares S&P Small-Cap 600 Value ETF
+1.22%
+$23.24 
MSFT Microsoft Corp.
+1.15%
+$6,732.83 
JNJ Johnson & Johnson
+1.12%
+$273.24 
MOAT VanEck Morningstar Wide Moat Fund
+1.09%
+$6,530.8 
KKR KKR & Co. Inc.
+1.08%
+$3.27 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.07%
+$205.4 
NYC American Strategic Investment Co.
+1.06%
+$10.23 
LULU lululemon athletica inc.
+1.05%
+$6.17 
XOM Exxon Mobil Corporation
+1.02%
+$7,142.73 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$6,121.8 
PFE Pfizer Inc.
+0.99%
+$28.18 
TGT Target Corporation
+0.99%
+$535.08 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$9,742.59 
XLE Energy Select Sector SPDR Fund
+0.92%
+$25,161.76 
OBDC Blue Owl Capital Corporation
+0.91%
+$52.12 
EDOW First Trust Dow 30 Equal Weight ETF
+0.86%
+$21.49 
IYE iShares U.S. Energy ETF
+0.86%
+$141.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.84%
+$363.06 
MMM 3M Company
+0.83%
+$68.34 
MSDL Morgan Stanley Direct Lending Corp.
+0.83%
+$40.17 
DE Deere & Company
+0.83%
+$19.52 
GCOW Pacer Global Cash Cows Dividend ETF
+0.82%
+$308.79 
FXU First Trust Utilities AlphaDEX Fund
+0.81%
+$502.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$18,746.7 
WMB The Williams Companies, Inc.
+0.74%
+$8.8 
BKNG Booking Holdings Inc.
+0.71%
+$32.25 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$20,388.8 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.66%
+$234.4 
MOO VanEck Agribusiness ETF
+0.62%
+$4.54 
PFIX Simplify Interest Rate Hedge ETF
+0.6%
+$40.32 
ELF Elf Beauty Inc.
+0.59%
+$11.31 
AXP American Express Company
+0.56%
+$103.48 
MAR Marriott International Inc. - Class A
+0.5%
+$479.15 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$67.45 
FXN First Trust Energy AlphaDEX Fund
+0.48%
+$385.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.47%
+$36.45 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$456.83 
RCL Royal Caribbean Group
+0.46%
+$407.7 
DAL Delta Air Lines, Inc.
+0.44%
+$387 
IDU iShares U.S. Utilities ETF
+0.43%
+$31.68 
PLTR Palantir Technologies Inc.
+0.42%
+$6.16 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$21,122.51 
PDI Pimco Dynamic Income Fund
+0.4%
+$1,029.54 
SNDL Sundial Growers Inc.
+0.39%
+$0.35 
AMT American Tower Corporation
+0.38%
+$10.79 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$27.37 
ALLY Ally Financial Inc.
+0.3%
+$28.42 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.29%
+$12.24 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$20.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.22%
+$3.72 
SPGP Invesco S&P 500 GARP ETF
+0.21%
+$206.29 
IFRA iShares U.S. Infrastructure
+0.18%
+$49.06 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$9,360.48 
PFLD AAM Low Duration Preferred and Income Securities ETF
+0.15%
+$0.03 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.15%
+$8.4 
TAIL Cambria Tail Risk ETF
+0.14%
+$7.49 
ECC Eagle Point Credit Company Inc.
+0.14%
+$0.58 
TBT ProShares UltraShort 20+ Year Treasury
+0.11%
+$22.4 
FNCL Fidelity MSCI Financials Index ETF
+0.1%
+$192.69 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$48.96 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$140.09 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+0.07%
+$12.78 
BABA Alibaba Group Holding Limited SP ADR
+0.07%
+$2.96 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$959.4 
SCHY Schwab International Dividend Equity ETF
+0.06%
+$27.6 
JSI Janus Henderson Securitized Income ETF
+0.05%
+$1,890.67 
VB Vanguard Small-Cap ETF
+0.05%
+$1.4 
IYJ iShares U.S. Industrials ETF
+0.04%
+$1,011.22 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$127.22 
SJB ProShares Short High Yield
+0.04%
+$56.99 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$0.7 
FTSL First Trust Senior Loan ETF
+0.03%
+$25.35 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$6.88 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$2.98 
JBBB Janus Henderson B-BBB CLO ETF
+0.02%
+$2.57 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$0.63 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$6.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1.09 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$3.54 
ALBCL Albemarle Corp.
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
HIMU
0%
$0 
NFTY First Trust India Nifty 50 Equal Weight ETF
0%
$0 
RCTR
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ALOY Blackboxstocks Inc.
-10.56%
-$75.57 
NNE Nano Nuclear Energy Inc.
-10.24%
-$219.6 
OKLO Oklo Inc.
-10.07%
-$69 
SG Sweetgreen Inc.
-7.44%
-$131.5 
INTC Intel Corporation
-6.72%
-$809.64 
AMD Advanced Micro Devices, Inc.
-6.07%
-$1,060.29 
RDDT Reddit Inc Class A
-5.76%
-$34.24 
BAI iShares A.I. Innovation and Tech Active ETF
-5.51%
-$174,207.72 
GOOGL Alphabet Inc
-4.78%
-$24,705.45 
QCOM QUALCOMM Incorporated
-4.76%
-$144.07 
GOOG Alphabet Inc
-4.7%
-$35,290.07 
CAT Caterpillar Inc.
-4.45%
-$3,212.93 
XME SPDR S&P Metals & Mining ETF
-4.4%
-$1,856.86 
SMH VanEck Semiconductor ETF
-4.33%
-$15,125.6 
ARKK ARK Innovation ETF Fund
-4.09%
-$3,638.16 
SLV iShares Silver Trust
-3.93%
-$57.4 
TXN Texas Instruments Inc
-3.85%
-$534.06 
ARKG ARK Genomic Revolution ETF
-3.67%
-$728.72 
FPXI First Trust International Equity Opportunities Fund
-3.66%
-$2,009.82 
SPMO Invesco S&P 500 Momentum ETF
-3.57%
-$51,348.8 
MTUM iShares MSCI USA Momentum Factor ETF
-3.44%
-$741.06 
LIT GLOBAL X LITHIUM & BATTERY T
-3.32%
-$743.4 
SOFI SoFi Technologies, Inc.
-3.31%
-$44.32 
CAVA Cava Group Inc.
-3.27%
-$41.04 
IPO Renaissance IPO ETF
-3.12%
-$516.42 
NVDA NVIDIA Corporation
-2.98%
-$9,706.54 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.93%
-$1,102.12 
META Meta Platforms Inc Class A
-2.91%
-$4,107.91 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.91%
-$252.07 
IYW iShares U.S. Technology ETF
-2.75%
-$2,414.52 
ARKF Ark Fintech Innovation ETF
-2.71%
-$693.45 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$10,711.6 
FETH Fidelity Ethereum Fund
-2.68%
-$49.37 
EWT iShares MSCI Taiwan ETF
-2.67%
-$1,512.48 
FCVT First Trust SSI Strategic Convertible Securities ETF
-2.65%
-$1,591.92 
ITA iShares U.S. Aerospace & Defense ETF
-2.6%
-$1,688.5 
MOS Mosaic Company
-2.54%
-$19.3 
EEM iShares MSCI Emerging Markets ETF
-2.41%
-$764.77 
ESGE iShares ESG Aware MSCI EM ETF
-2.4%
-$1.26 
IWY iShares Russell Top 200 Growth ETF
-2.36%
-$23,078.88 
VGT Vanguard Information Technology ETF
-2.35%
-$31,367.52 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$2,870 
VONG Vanguard Russell 1000 Growth Fund
-2.3%
-$8,652.29 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.28%
-$4,492.35 
IEMG iShares Core MSCI Emerging Markets ETF
-2.25%
-$4,619.99 
ICVT iShares Convertible Bond ETF
-2.21%
-$509.44 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$777.44 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.13%
-$4,216.32 
GLD SPDR Gold Shares
-2.07%
-$6,985.26 
SPTE SP Funds S&P Global Technology ETF
-2.04%
-$683.05 
GLDM SPDR Gold MiniShares Trust
-2.03%
-$29,012.37 
IAU iShares Gold Trust
-2.02%
-$457.32 
IUSG iShares Core S&P U.S. Growth ETF
-2.01%
-$145,699.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.01%
-$60,590.1 
QQQM Invesco NASDAQ 100 ETF
-2.01%
-$2,460.95 
AVEM Avantis Emerging Markets Equity ETF
-2%
-$25,754.48 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$96,091.4 
SRVR Pacer Data & Infrastructure Real Estate ETF
-1.94%
-$78.6 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.89%
-$151.8 
AMZN Amazon.com Inc
-1.85%
-$30,539.06 
BLCR iShares Large Cap Core ACT ETF
-1.84%
-$18,401.11 
SPOT Spotify Technology S.A.
-1.83%
-$44.52 
MGK Vanguard Mega Cap Growth ETF
-1.82%
-$3,631.87 
IWO iShares Russell 2000 Growth ETF
-1.81%
-$27.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$274.99 
VUG Vanguard Growth ETF
-1.74%
-$3,213 
IGLD FT Vest Gold Strategy Target Fund
-1.73%
-$183.96 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.71%
-$143.91 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.7%
-$32.75 
IWP iShares Russell Mid-Cap Growth ETF
-1.69%
-$28.38 
DKNG DraftKings Inc.
-1.66%
-$38.22 
ILDR First Trust Innovation Leaders ETF
-1.64%
-$43,347.15 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.62%
-$849.52 
REK ProShares Short Real Estate
-1.61%
-$126.04 
ASML ASML Holding N.V. New York Registry Shares
-1.6%
-$435.98 
DOW Dow Inc.
-1.6%
-$38 
VBK Vanguard Small-Cap Growth ETF
-1.59%
-$5.58 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.59%
-$156.8 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$62 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.57%
-$38,234.48 
XLG Invesco S&P 500 Top 50 ETF
-1.55%
-$143.78 
BA Boeing Company
-1.54%
-$13.48 
TTD The Trade Desk, Inc. Class A
-1.52%
-$53.1 
CMG Chipotle Mexican Grill, Inc.
-1.47%
-$446.25 
VOT Vanguard Mid-Cap Growth ETF
-1.45%
-$13.02 
JPM JPMorgan Chase & Co.
-1.42%
-$1,525.23 
HUN Huntsman Corporation
-1.38%
-$16.66 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.36%
-$22,275.3 
THRO iShares U.S. Thematic Rotation Active ETF
-1.36%
-$17,638.92 
MCH Matthews China Active ETF
-1.33%
-$27,189.62 
IBIT iShares Bitcoin Trust
-1.32%
-$5,107.86 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$218.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$21.56 
EFG iShares MSCI EAFE Growth ETF
-1.29%
-$2,110.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$50.37 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.29%
-$306.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$20.02 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.28%
-$748.2 
VG Venture Global Inc.
-1.28%
-$64.35 
VEU Vanguard FTSE All-World ex-US ETF
-1.27%
-$160.06 
GWX SPDR S&P International Small Cap ETF
-1.26%
-$52.17 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.25%
-$35,879.35 
TSLA Tesla, Inc.
-1.24%
-$837.9 
BITB Bitwise Bitcoin ETF
-1.23%
-$6.09 
CORO Ishares International Country Rotational Active ETF
-1.21%
-$21,585.13 
RTX RTX Corporation
-1.21%
-$16.56 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.19%
-$1,508.18 
CRMD CorMedix Inc.
-1.19%
-$85.7 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.18%
-$59.45 
XLSR SPDR SSGA US Sector Rotation ETF
-1.15%
-$297.75 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.1%
-$2,372.37 
NIO Nio Inc.
-1.09%
-$371.47 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-1.09%
-$2,432.5 
IWL iShares Russell Top 200 ETF
-1.06%
-$2,700.43 
OEF iShares S&P 100 ETF
-1.05%
-$193.06 
NOC Northrop Grumman Corporation
-0.99%
-$166.08 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.97%
-$980.84 
BP BP p.l.c. Sponsored ADR
-0.96%
-$30.81 
ESGU iShares ESG Aware MSCI USA ETF
-0.95%
-$3,569.22 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.95%
-$21.01 
EFA iShares MSCI EAFE ETF
-0.94%
-$1,914.84 
SPHQ Invesco S&P 500 Quality ETF
-0.93%
-$356 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$45,061.46 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.9%
-$61.12 
VLUE iShares MSCI USA Value Factor ETF
-0.89%
-$1.7 
PFF iShares Preferred and Income Securities ETF
-0.86%
-$41.87 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$29,193.96 
VOO Vanguard S&P 500 ETF
-0.84%
-$4,068.18 
IVV iShares Core S&P 500 ETF
-0.83%
-$10,077.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.83%
-$162,961.99 
SHLD Global X Defense Tech ETF
-0.81%
-$5,606.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.81%
-$355.1 
TLRY Tilray Brands, Inc.
-0.8%
-$3.04 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$637.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$563.56 
HLNE Hamilton Lane Inc.
-0.77%
-$11.22 
PANW Palo Alto Networks, Inc.
-0.77%
-$111.52 
IWB iShares Russell 1000 ETF
-0.75%
-$80.6 
CCI Crown Castle Inc.
-0.74%
-$45.05 
BN Brookfield Corporation
-0.72%
-$36.16 
STT State Street Corp
-0.71%
-$23.76 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.71%
-$38.18 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.69%
-$3,888.64 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.68%
-$3,072.1 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.67%
-$23,927.84 
PCEF Invesco CEF Income Composite ETF
-0.63%
-$108.88 
SKYY First Trust Cloud Computing ETF
-0.61%
-$84.66 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.6%
-$10.5 
EFV iShares MSCI EAFE Value ETF
-0.59%
-$7,982.95 
IXG iShares Global Financials ETF
-0.54%
-$0.71 
VGK Vanguard FTSE Europe ETF
-0.5%
-$36.05 
IGOV iShares International Treasury Bond ETF
-0.46%
-$70.83 
IGV iShares Expanded Tech-Software Sector ETF
-0.43%
-$1,042.4 
IWM iShares Russell 2000 ETF
-0.41%
-$36 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.39%
-$224.75 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$165.37 
F Ford Motor Company
-0.35%
-$2.75 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.34%
-$137.36 
FNOV FT Vest US Equity Buffer ETF
-0.26%
-$3.9 
BAC Bank of America Corporation
-0.23%
-$32.19 
LMUB iShares Long-Term National Muni Bond ETF
-0.22%
-$308 
XLI Industrial Select Sector SPDR Fund
-0.22%
-$12.09 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.21%
-$2.38 
NFLX Netflix, Inc.
-0.21%
-$50.56 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.21%
-$37.02 
SCHW Charles Schwab Corporation
-0.21%
-$5.72 
NYF iShares New York Muni Bond ETF
-0.2%
-$9.9 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.2%
-$0.57 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.2%
-$4.45 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.19%
-$13.32 
BNDX Vanguard Total International Bond ETF
-0.18%
-$2.04 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$2,994.97 
MUB iShares National Muni Bond ETF
-0.14%
-$573.19 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$30.66 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.14%
-$3.27 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$3,457.55 
IGRO iShares International Dividend Growth ETF
-0.12%
-$123.64 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$3.24 
TIP iShares TIPS Bond ETF
-0.12%
-$8.25 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$1,728.45 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.1%
-$36.02 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$21.16 
LMT Lockheed Martin Corporation
-0.1%
-$48.96 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.09%
-$2.13 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$77.55 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$28.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$320.97 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.08%
-$1,136.97 
CION Cion Investment Corporation
-0.08%
-$0.54 
TLH iShares 10-20 Year Treasury Bond ETF
-0.08%
-$27.68 
MBB iShares MBS ETF
-0.07%
-$657.3 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$554.57 
HYLS FT Tactical High Yield ETF
-0.06%
-$152.3 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$124.05 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$1.43 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$7.4 
FBND Fidelity Total Bond ETF
-0.06%
-$4,245.2 
SNOV FT Vest US Small Cap Moderate Fund
-0.06%
-$1.5 
BINC iShares Flexible Income Active ETF
-0.05%
-$243.43 
DEED First Trust TCW Securitized Plus ETF
-0.05%
-$0.03 
LVHI Franklin International Low Volatility High Dividend ETF
-0.05%
-$66.18 
SYSB iShares Systematic Bond ETF
-0.05%
-$15.54 
LGOV First Trust Long Duration Opportunities ETF
-0.04%
-$4.66 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.04%
-$3.67 
VO Vanguard Mid-Cap ETF
-0.04%
-$2.11 
FALN iShares Fallen Angels USD Bond ETF
-0.04%
-$2.86 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$0.55 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$490.31 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$90.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$2.28 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.03%
-$0.31 
PAVE Global X U.S. Infrastructure Development ETF
-0.03%
-$74.98 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$0.02 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$601.86 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$5.87 
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$0.06 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$0.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$2.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$260.22 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$0.1 Events
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Dividends
Dividend Analysis
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| Trades 929 | Longs Won 673/929 72% | Profit Factor 17.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $130,633.4 |
| Average Win $49,161.3 | Best Trade (Jul 13) $1.76M | Sharpe Ratio -119.64 |
| Average Loss -$7,194.75 | Worst Trade (Jul 10) -$260,050.95 | Z-Score 15.84 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $33,631.53 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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