FFP
FourThought Financial Partners LLC Portfolio
Invests via FourThought Financial Partners LLC | Managed by Scott Pinkerton, Chris Fagley
Invests via FourThought Financial Partners LLC
Managed by Scott Pinkerton, Chris Fagley
Automatically Tracked
Company Profile
FourThought Financial Partners LLC operates as a dedicated financial advisory firm, specializing in delivering comprehensive wealth management solutions. The company serves a diverse clientele ranging from high-net-worth individuals to institutional investors, guiding them through complex investment landscapes. Established with the aim of empowering clients, it combines industry expertise with tailored strategies that address unique financial needs. Positioned within an evolving economic environment, FourThought plays a crucial role in shaping its clients' financial futures and optimizing their capital allocations.
FourThought Financial Partners LLC operates as a dedicated financial advisory firm, specializing in delivering comprehensive wealth management solutions. The company serves a diverse clientele ranging from high-net-worth individuals to institutional investors, guiding them through complex investment landscapes. Established with the aim of empowering clients, it combines industry expertise with tailored strategies that address unique financial needs. Positioned within an evolving economic environment, FourThought plays a crucial role in shaping its clients' financial futures and optimizing their capital allocations.
Investment Philosophy & Strategy
Guided by a commitment to holistic financial stewardship, FourThought Financial Partners LLC emphasizes tailored investment strategies that reflect individual client aspirations. The firm's depth in market dynamics allows it to identify high-impact opportunities across various asset classes, effectively navigating complexities for its diverse clientele. Specializing in wealth management and strategic capital deployment, the team leverages analytical insights and an agile approach to respond adeptly to changing economic conditions. This proactive mindset not only fosters enduring partnerships but also positions clients favorably within their respective markets.
Guided by a commitment to holistic financial stewardship, FourThought Financial Partners LLC emphasizes tailored investment strategies that reflect individual client aspirations. The firm's depth in market dynamics allows it to identify high-impact opportunities across various asset classes, effectively navigating complexities for its diverse clientele. Specializing in wealth management and strategic capital deployment, the team leverages analytical insights and an agile approach to respond adeptly to changing economic conditions. This proactive mindset not only fosters enduring partnerships but also positions clients favorably within their respective markets.
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:
38.07%
Gain +1.49%
Monthly
0.99%
Yearly
12.61%
Drawdown
14.58%
$1.27B
Equity
Holdings
$1.27B
Investment
$885.34M
$494.66M
Profit +$22.49M
Realized
$110.58M
Unrealized
$384.08M
Dividends
$58.24M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.49%
Profit
$22.49M
Win %
69%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$10.95M
Win %
69%
This Month
Compared to last month
Gain
-0.73%
Profit
-$9.33M
Win %
69%
This Year
Compared to last year
Gain
0.2%
Profit
$9.59M
Win %
71%
ICHR Ichor Holdings Ltd.
+16.36%
+$50,818.43 
UCTT Ultra Clean Holdings, Inc.
+15.32%
+$80,362.17 
SNDK SanDisk Corporation
+14.5%
+$165,128.04 
KLAC KLA Corporation
+12.85%
+$4.32M 
ONTO Onto Innovation Inc.
+12.73%
+$39,290.61 
LRCX Lam Research Corporation
+12.65%
+$1.19M 
FORM FormFactor Inc.
+12.44%
+$36,990.47 
LASR nLIGHT, Inc.
+11.95%
+$33,367.95 
MU Micron Technology, Inc.
+11.69%
+$99,861.92 
AMAT Applied Materials, Inc.
+11.17%
+$2.28M 
MRVL Marvell Technology, Inc.
+11.12%
+$134,775.82 
TER Teradyne, Inc.
+9.73%
+$50,545.95 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$2.46M 
INTC Intel Corporation
+9.28%
+$54,902.96 
UMC United Microelectronics Corp. Sponsored ADR
+9.26%
+$48,345.5 
ATI ATI Inc.
+8.79%
+$213,735.08 
SOXX iShares Semiconductor ETF
+8.39%
+$81,710.58 
VICR Vicor Corporation
+8.12%
+$48,632.98 
AMRC Ameresco Inc.
+8.1%
+$23,786.29 
AMD Advanced Micro Devices, Inc.
+7.96%
+$417,868.14 
MPWR Monolithic Power Systems, Inc.
+7.94%
+$168,422.34 
AG First Majestic Silver Corp
+7.64%
+$18,610.8 
EGO Eldorado Gold Corporation
+7.34%
+$12,505 
ALGT Allegiant Travel Company
+7.34%
+$17,898.72 
BHE Benchmark Electronics Inc.
+7.31%
+$25,530.78 
SSRM Ssr Mining Inc.
+7.19%
+$17,074.61 
RCL Royal Caribbean Group
+7.14%
+$39,932.76 
BELFB Bel Fuse Inc.
+7.07%
+$38,484.51 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+6.84%
+$18,954.6 
SMH VanEck Semiconductor ETF
+6.78%
+$70,472.7 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$198,238.85 
CORT Corcept Therapeutics Incorporated
+6.57%
+$60,123.6 
HL Hecla Mining Company
+6.55%
+$17,795.56 
HON Honeywell International Inc.
+6.45%
+$514,929.08 
CSTM Constellium SE
+6.37%
+$29,987.36 
BWXT Bwx Technologies Inc.
+6.36%
+$15,479.53 
HXL Hexcel Corporation
+6.31%
+$20,102.84 
BE Bloom Energy Corporation
+6.23%
+$35,553.42 
GOLD Gold.com, Inc.
+6.21%
+$15,210.36 
PANW Palo Alto Networks, Inc.
+6.2%
+$42,905.28 
QCOM QUALCOMM Incorporated
+6.16%
+$689,212.46 
DGII Digi International Inc.
+6.15%
+$18,639.72 
GTES Gates Industrial Corporation plc
+6.08%
+$16,551.92 
BA Boeing Company
+6.05%
+$51,204.64 
NXPI NXP Semiconductors N.V.
+5.94%
+$30,967.65 
FDX FedEx Corporation
+5.84%
+$74,546.7 
WSM Williams-Sonoma, Inc.
+5.76%
+$15,819.18 
RACE Ferrari N.V.
+5.56%
+$55,468.56 
ORN Orion Group Holdings Inc.
+5.52%
+$18,356.62 
RBC RBC Bearings Incorporated
+5.38%
+$13,932.47 
TXN Texas Instruments Inc
+5.33%
+$243,422.24 
BLSH Bullish Inc.
+5.33%
+$8,374.75 
NEM Newmont Corporation
+5.2%
+$14,426.26 
GD General Dynamics Corporation
+5.2%
+$41,677.42 
ADI Analog Devices, Inc.
+4.95%
+$37,713.53 
CRH CRH plc
+4.89%
+$10,591.74 
ETN Eaton Corporation plc
+4.88%
+$24,310.65 
CAT Caterpillar Inc.
+4.83%
+$532,335.57 
AMGN Amgen Inc.
+4.79%
+$521,527.26 
VREX Varex Imaging Corporation
+4.75%
+$8,718 
TSLA Tesla, Inc.
+4.63%
+$36,082.14 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$14,836.79 
CRCL Circle Internet Group, Inc.
+4.6%
+$16,752.45 
AMCR Amcor plc
+4.6%
+$13,243.23 
GEV GE Vernova Inc.
+4.58%
+$24,122.38 
LMT Lockheed Martin Corporation
+4.57%
+$730,439.39 
LEG Leggett & Platt, Inc.
+4.55%
+$5,558.15 
FTNT Fortinet Inc.
+4.44%
+$327,448.07 
GE General Electric Company
+4.43%
+$46,708.99 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$32,400.94 
LZB La-Z-Boy Inc.
+4.42%
+$16,552.8 
AVNT Avient Corporation
+4.4%
+$13,408.78 
TFPM Triple Flag Precious Metals Corp
+4.28%
+$7,408.3 
LITE Lumentum Holdings Inc.
+4.26%
+$13,078.8 
CR Crane NXT Co.
+4.23%
+$11,081.8 
RS Reliance Inc.
+4.15%
+$20,917.26 
CSL Carlisle Companies Inc.
+4.14%
+$8,752.65 
CMI Cummins Inc.
+4.03%
+$11,642.35 
ROK Rockwell Automation, Inc.
+4%
+$11,198.46 
IBKR Interactive Brokers Group Inc.
+3.99%
+$18,656.11 
DD DuPont de Nemours Inc.
+3.95%
+$7,919.22 
KLAR Klarna Group Plc
+3.93%
+$10,336.02 
RTX RTX Corporation
+3.83%
+$46,022.4 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$12,046.71 
EMR Emerson Electric Co.
+3.71%
+$23,017.48 
TGT Target Corporation
+3.65%
+$11,301.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$13,070 
GILD Gilead Sciences Inc.
+3.61%
+$8,156.62 
SBUX Starbucks Corporation
+3.53%
+$9,374.14 
IWO iShares Russell 2000 Growth ETF
+3.53%
+$15,415.5 
BCC Boise Cascade Company
+3.53%
+$6,841.99 
C Citigroup Inc.
+3.47%
+$24,821.43 
AVGO Broadcom Inc.
+3.47%
+$1.94M 
VTWG Vanguard Russell 2000 Growth ETF
+3.45%
+$44,320.14 
VIS Vanguard Industrials ETF
+3.44%
+$8,569.14 
GS The Goldman Sachs Group, Inc.
+3.43%
+$258,896.55 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$182,828.4 
ETOR eToro Group Ltd.
+3.36%
+$16,696.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$11,737 
VGT Vanguard Information Technology ETF
+3.32%
+$170,416.24 
GENI Genius Sports Ltd.
+3.31%
+$4,963.95 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$249,184.92 
RYZ Ryerson Holding Corporation
+3.25%
+$10,714.53 
SON Sonoco Products Co.
+3.21%
+$8,388.51 
QQQM Invesco NASDAQ 100 ETF
+3.17%
+$119,691.66 
PCAR PACCAR Inc.
+3.15%
+$8,134.94 
EFA iShares MSCI EAFE ETF
+3.12%
+$13,304.49 
GLD SPDR Gold Shares
+3.12%
+$14,389.76 
RPM RPM International Inc.
+3.12%
+$9,961.25 
BSET Bassett Furniture Industries Inc.
+3.06%
+$6,001.62 
ANET Arista Networks, Inc.
+3.04%
+$19,667.38 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$538,193.2 
MS Morgan Stanley
+2.91%
+$50,875.02 
NTSK Netskope, Inc.
+2.83%
+$7,195.68 
COTY Coty Inc.
+2.76%
+$2,674.1 
VCR Vanguard Consumer Discretionary ETF
+2.75%
+$13,515.87 
MAR Marriott International Inc. - Class A
+2.74%
+$16,117.96 
BBAI BigBear.ai Holdings Inc.
+2.74%
+$1,101.87 
NVO Novo Nordisk A/S Sponsored ADR
+2.71%
+$108,342.84 
DFAI Dimensional International Core Equity Market ETF
+2.7%
+$154,593.2 
SKYT SkyWater Technology, Inc.
+2.7%
+$12,202.14 
AEG Aegon N.V.
+2.64%
+$2,960.76 
IBIT iShares Bitcoin Trust
+2.62%
+$6,559.59 
IVOO Vanguard S&P Mid-Cap 400 ETF
+2.62%
+$25,450.82 
GRAL Grail, Inc.
+2.59%
+$12,127.58 
ECL Ecolab Inc.
+2.57%
+$5,227.2 
AOS A. O. Smith Corporation
+2.54%
+$65,119.98 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$5,636.39 
CSCO Cisco Systems, Inc.
+2.53%
+$201,221.51 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.53%
+$40,417 
CE Celanese Corporation
+2.52%
+$4,886.96 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$20,026.58 
AXGN Axogen Inc.
+2.52%
+$12,144.08 
ALKS Alkermes plc
+2.46%
+$6,553.44 
COF Capital One Financial Corporation
+2.44%
+$18,162.9 
IJR iShares Core S&P Small-Cap ETF
+2.44%
+$85,322.91 
TT Trane Technologies plc
+2.43%
+$7,159.15 
SABR Sabre Corporation
+2.42%
+$4,718.6 
VTWV Vanguard Russell 2000 Value Index Fund
+2.41%
+$37,851.52 
DFAS Dimensional U.S. Small Cap ETF
+2.41%
+$60,039.37 
CIEN Ciena Corporation
+2.38%
+$5,893.8 
BMY Bristol-Myers Squibb Company
+2.37%
+$9,502.68 
IWN iShares Russell 2000 Value ETF
+2.34%
+$7,103.72 
WSO Watsco Inc.
+2.33%
+$5,568.95 
HSY The Hershey Company
+2.33%
+$4,227.12 
INCY Incyte Corporation
+2.33%
+$8,729.35 
VSTS Vestis Corporation
+2.3%
+$12,047.1 
IUSG iShares Core S&P U.S. Growth ETF
+2.3%
+$17,392.14 
HD The Home Depot, Inc.
+2.27%
+$56,513.75 
LOW Lowe's Companies Inc.
+2.26%
+$311,997.92 
PFE Pfizer Inc.
+2.25%
+$9,952.67 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$17,058.65 
APH Amphenol Corporation
+2.21%
+$14,258.86 
NVDA NVIDIA Corporation
+2.17%
+$869,540.96 
CNNE Cannae Holdings Inc.
+2.16%
+$9,272.72 
LLY Eli Lilly and Company
+2.16%
+$136,612 
EOSE Eos Energy Enterprises Inc.
+2.14%
+$25,825.28 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$6,624.3 
SHOP Shopify Inc.
+2.13%
+$4,121.6 
CSX CSX Corporation
+2.06%
+$105,039.49 
IWD iShares Russell 1000 Value ETF
+1.99%
+$4,539.91 
VONV Vanguard Russell 1000 Value Index Fund
+1.94%
+$279,408 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$5,815.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.89%
+$29,555.19 
BKNG Booking Holdings Inc.
+1.84%
+$7,891.25 
VO Vanguard Mid-Cap ETF
+1.83%
+$8,497.28 
VNO Vornado Realty Trust
+1.83%
+$5,553.8 
LION Lionsgate Studios Corp.
+1.83%
+$5,672.25 
CEG Constellation Energy Corporation
+1.81%
+$6,215.22 
NVST Envista Holdings Corporation
+1.81%
+$3,451.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$31,010.71 
ISBA Isabella Bank Corporation
+1.79%
+$4,857.92 
ITW Illinois Tool Works Inc.
+1.78%
+$32,259.62 
NOC Northrop Grumman Corporation
+1.78%
+$231,692.96 
VUG Vanguard Growth ETF
+1.78%
+$8,966.82 
DIS The Walt Disney Company
+1.77%
+$6,238.75 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$72,785.26 
VOO Vanguard S&P 500 ETF
+1.72%
+$531,438.55 
NHC National HealthCare Corporation
+1.71%
+$5,966.32 
KEY KeyCorp
+1.71%
+$3,891 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$23,370.9 
IVV iShares Core S&P 500 ETF
+1.69%
+$15,695.25 
VTV Vanguard Value ETF
+1.68%
+$5,418.34 
VONE Vanguard Russell 1000 ETF
+1.68%
+$161,812.17 
BUG Global X Cybersecurity ETF
+1.67%
+$6,034.56 
PHIN Phinia Inc.
+1.65%
+$4,181.52 
AXP American Express Company
+1.64%
+$4,892.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$4,036.76 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$17,115.8 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$11,890.8 
TSCO Tractor Supply Company
+1.56%
+$36,393.6 
DE Deere & Company
+1.53%
+$11,797.52 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$217,202.8 
YUM Yum! Brands, Inc.
+1.47%
+$31,486.22 
AMZN Amazon.com Inc
+1.45%
+$346,963.05 
ACIW ACI Worldwide, Inc.
+1.44%
+$4,051.53 
SYY Sysco Corporation
+1.42%
+$3,738.59 
JPM JPMorgan Chase & Co.
+1.4%
+$313,264.07 
AAPL Apple Inc.
+1.39%
+$415,947.15 
MRK Merck & Co., Inc.
+1.39%
+$8,344.07 
UBER Uber Technologies, Inc.
+1.37%
+$2,828.46 
MELI MercadoLibre, Inc.
+1.37%
+$69,689.1 
CQQQ Invesco China Technology ETF
+1.34%
+$5,382 
LIN Linde plc
+1.23%
+$9,069.25 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$5,213.98 
VNT Vontier Corporation
+1.18%
+$2,898.42 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$11,466.78 
UNM Unum Group
+1.15%
+$7,023.12 
DLR Digital Realty Trust, Inc.
+1.13%
+$67,106.75 
BAC Bank of America Corporation
+1.08%
+$11,648.37 
IUSV iShares Core S&P U.S. Value ETF
+1.04%
+$5,130.2 
PLD Prologis Inc.
+0.97%
+$77,638.5 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$2,368.4 
GOOG Alphabet Inc
+0.91%
+$76,408.64 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$37,279.5 
MNST Monster Beverage Corporation
+0.9%
+$3,448.1 
IBM International Business Machines Corporation
+0.89%
+$5,996.44 
FRMI Fermi Inc.
+0.87%
+$2,294.04 
HOMB Home BancShares Inc.
+0.87%
+$2,232.48 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$144,207.36 
MCD McDonald's Corporation
+0.83%
+$7,230.98 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$48,313.47 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.73%
+$2,800 
HE Hawaiian Electric Industries Inc.
+0.73%
+$1,936.19 
PLTR Palantir Technologies Inc.
+0.67%
+$6,592.86 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$4,267.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$1,498.37 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$33,123.44 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$1,501.02 
BLK BlackRock, Inc.
+0.57%
+$63,425.48 
APD Air Products and Chemicals, Inc.
+0.56%
+$65,220.12 
ABT Abbott Laboratories
+0.56%
+$63,762.93 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$48,784.64 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.54%
+$2,836.49 
WFC Wells Fargo & Company
+0.54%
+$3,473.8 
NSC Norfolk Southern Corporation
+0.51%
+$1,563.72 
UNP Union Pacific Corporation
+0.49%
+$5,122.92 
FN Fabrinet
+0.46%
+$1,720.56 
WTTR Select Water Solutions Inc.
+0.43%
+$1,392.64 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.43%
+$6,326.82 
GOOGL Alphabet Inc
+0.42%
+$92,721.4 
WSFS WSFS Financial Corporation
+0.41%
+$966.3 
TJX The TJX Companies, Inc.
+0.39%
+$4,673.5 
PNQI Invesco NASDAQ Internet ETF
+0.37%
+$3,741.87 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.37%
+$12,334.72 
TIP iShares TIPS Bond ETF
+0.36%
+$3,564.09 
AJG Arthur J. Gallagher & Co.
+0.34%
+$957.56 
HUBB Hubbell Inc.
+0.34%
+$3,047.05 
LDOS Leidos Holdings Inc.
+0.32%
+$572.52 
PREF Principal Spectrum Preferred Securities Active ETF
+0.32%
+$4,172.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$724.96 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$16,090.02 
KKR KKR & Co. Inc.
+0.28%
+$780.84 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.26%
+$7,401 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$1,467.37 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.24%
+$5,307.9 
KD Kyndryl Holdings Inc.
+0.22%
+$460.5 
MUB iShares National Muni Bond ETF
+0.21%
+$7,740.7 
PEG Public Service Enterprise Group Incorporated
+0.2%
+$727.11 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$3,578.18 
TRV The Travelers Companies, Inc.
+0.17%
+$416.17 
ARCC Ares Capital Corporation
+0.16%
+$4,156.53 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$5,499.75 
ZTS Zoetis Inc.
+0.15%
+$3,635.76 
MPLX MPLX LP
+0.14%
+$7,597.12 
USRT iShares Core U.S. REIT ETF
+0.12%
+$674.64 
MDT Medtronic plc
+0.11%
+$17,375.58 
SHYM iShares High Yield Bond ETF
+0.09%
+$2,122.68 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$812.91 
ENB Enbridge Inc.
+0.04%
+$174.8 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$2,301.64 
NDAQ Nasdaq, Inc.
+0.02%
+$2,838.56 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$206.41 
32050L105
0%
$0 
AHH Armada Hoffler Properties, Inc.
0%
$0 
AMX
0%
$0 
ANGIV Angi Inc.
0%
$0 
AZN
0%
$0 
BFHIV Bread Financial Holdings, Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
FI
0%
$0 
FTAI
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
SNCY Sun Country Airlines Holdings, Inc.
0%
$0 
SSB
0%
$0 
WISA Wisa Technologies Inc.
0%
$0 
INR Infinity Natural Resources Inc.
-9.81%
-$14,580.56 
ORCL Oracle Corporation
-8.58%
-$91,410.06 
ADSK Autodesk, Inc.
-7.1%
-$15,332.96 
ADBE Adobe Inc.
-6.25%
-$187,440.48 
WDAY Workday Inc.
-5.05%
-$11,818.82 
ANDE The Andersons, Inc.
-4.85%
-$18,936 
PTEN Patterson-UTI Energy Inc.
-4.41%
-$6,955.19 
COP ConocoPhillips
-3.79%
-$28,039.04 
Z Zillow Group Inc.
-3.62%
-$5,955.66 
SPOT Spotify Technology S.A.
-3.41%
-$8,048.04 
ADM Archer-Daniels-Midland Co
-2.95%
-$10,879.2 
NOW ServiceNow, Inc.
-2.78%
-$162,391.49 
XOM Exxon Mobil Corporation
-2.68%
-$145,865.85 
CRM Salesforce Inc
-2.6%
-$121,581.09 
INTU Intuit Inc.
-2.58%
-$73,863.45 
WM Waste Management, Inc.
-2.48%
-$24,803.08 
BSX Boston Scientific Corporation
-2.4%
-$13,336.52 
MSCI MSCI Inc.
-2.38%
-$220,458 
MO Altria Group, Inc.
-2.35%
-$14,114.32 
ADP Automatic Data Processing Inc.
-2.31%
-$28,909.92 
CVX Chevron Corporation
-2.1%
-$561,530.24 
PSX Phillips 66
-2.03%
-$31,340.99 
MCO Moody's Corporation
-2%
-$5,964.62 
PUMP ProPetro Holding Corp.
-1.99%
-$7,727.7 
REDWX GreenFi Redwood Fund
-1.94%
-$427.68 
FIGS Figs Inc.
-1.87%
-$4,953.81 
CPK Chesapeake Utilities Corporation
-1.86%
-$47,560 
PAYX Paychex Inc.
-1.81%
-$6,412.32 
MSFT Microsoft Corp.
-1.79%
-$938,753.91 
SBAC SBA Communications Corporation
-1.78%
-$5,420.61 
ACN Accenture plc Class A
-1.74%
-$60,564.56 
AMT American Tower Corporation
-1.69%
-$469,794.87 
VET Vermilion Energy Inc.
-1.58%
-$3,356.46 
EPD Enterprise Products Partners L.P.
-1.56%
-$105,943.94 
DHR Danaher Corporation
-1.54%
-$6,801.84 
OKE ONEOK, Inc.
-1.51%
-$5,899.22 
CCI Crown Castle Inc.
-1.46%
-$82,364.32 
ET Energy Transfer L.P.
-1.42%
-$26,491.32 
VEEV Veeva Systems Inc.
-1.35%
-$50,591.32 
AAOI Applied Optoelectronics, Inc.
-1.34%
-$8,295.5 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$67,656.54 
PM Philip Morris International Inc.
-1.27%
-$15,478.19 
KO The Coca-Cola Company
-1.27%
-$4,723.36 
IOT Samsara Inc. Class A Common Stock
-1.23%
-$3,954.8 
V Visa Inc. Class A
-1.21%
-$257,582.64 
TRGP Targa Resources Corp.
-1.17%
-$3,253.14 
RPD Rapid7 Inc.
-1.11%
-$4,678.72 
PAA Plains All American Pipeline, L.P.
-1.1%
-$3,817 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.06%
-$31,755.9 
INFY Infosys Limited
-1.06%
-$2,601.12 
SYK Stryker Corporation
-1.04%
-$4,540.2 
VLO Valero Energy Corporation
-0.99%
-$2,882.55 
ICE Intercontinental Exchange, Inc.
-0.98%
-$1,871.42 
PGR Progressive Corporation
-0.97%
-$3,602.78 
MPC Marathon Petroleum Corporation
-0.94%
-$63,924.48 
SLDE Slide Insurance Holdings, Inc.
-0.94%
-$44,080.96 
SNPS Synopsys, Inc.
-0.92%
-$11,096.75 
WMB The Williams Companies, Inc.
-0.91%
-$32,781.44 
NFLX Netflix, Inc.
-0.89%
-$7,170.79 
T AT&T Inc.
-0.86%
-$6,599.4 
CB Chubb Limited
-0.82%
-$133,532.05 
COST Costco Wholesale Corporation
-0.82%
-$120,019.5 
SO The Southern Company
-0.79%
-$4,504.36 
LBRT Liberty Energy Inc.
-0.74%
-$2,059.26 
SNAP Snap Inc.
-0.74%
-$407.68 
DUK Duke Energy Corporation
-0.7%
-$30,184.68 
CBZ CBIZ Inc.
-0.69%
-$1,778.95 
CME CME Group Inc.
-0.6%
-$65,127.19 
AFL Aflac Inc.
-0.6%
-$3,178.7 
VRSK Verisk Analytics Inc.
-0.57%
-$1,274.9 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$3,037.76 
MA Mastercard Incorporated
-0.54%
-$34,087.68 
UNH UnitedHealth Group Incorporated
-0.54%
-$5,319.18 
LNT Alliant Energy Corporation
-0.52%
-$1,111.12 
YUMC Yum China Holdings Inc.
-0.51%
-$1,570.5 
PG Procter & Gamble Co
-0.48%
-$46,949.76 
META Meta Platforms Inc Class A
-0.45%
-$44,573.56 
PEP PepsiCo, Inc.
-0.44%
-$83,384.97 
MCK McKesson Corporation
-0.41%
-$5,846.75 
EMLP First Trust North American Energy Infrastructure Fund
-0.39%
-$3,717.05 
AON Aon plc
-0.37%
-$1,429.26 
CDNS Cadence Design Systems, Inc.
-0.36%
-$1,021.65 
NEE NextEra Energy, Inc.
-0.33%
-$70,379.4 
WELL Welltower Inc.
-0.32%
-$961.45 
CI The Cigna Group
-0.31%
-$22,676.37 
O Realty Income Corporation
-0.31%
-$1,371.8 
MSI Motorola Solutions, Inc.
-0.27%
-$1,489.4 
GWW W.W. Grainger, Inc.
-0.26%
-$724.55 
COCO The Vita Coco Company, Inc.
-0.2%
-$756.64 
BRK-A Berkshire Hathaway Inc.
-0.14%
-$2,000 
AEP American Electric Power Company, Inc.
-0.1%
-$463.45 
ABBV AbbVie Inc.
-0.08%
-$3,159.32 
WMT Walmart Inc.
-0.07%
-$5,323.59 
D Dominion Energy, Inc.
-0.06%
-$307.2 
JNJ Johnson & Johnson
-0.05%
-$1,728.37 
VZ Verizon Communications Inc.
-0.04%
-$1,708.66 
KMB Kimberly-Clark Corporation
-0.04%
-$129.88 Events
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Dividends
Dividend Analysis
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| Trades 4294 | Longs Won 2666/4294 62% | Profit Factor 8.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $209,661.58 | Best Trade (Jun 11) $48.97M | Sharpe Ratio -17.09 |
| Average Loss -$39,492.48 | Worst Trade (Jun 11) -$3M | Z-Score -8.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $115,198.88 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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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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