AK
Alisha Kamadia Portfolio
Invests via United Community Bank | Managed by Alisha Kamadia
Invests via United Community Bank
Managed by Alisha Kamadia
Automatically Tracked
Alisha Kamadia Profile
Investor and operator with a focus on growth-stage technology and consumer businesses, known for sourcing and structuring cross-border growth equity and strategic minority investments. Alisha Kamadia combines transaction experience in deal execution and portfolio management with hands-on operational support to scale revenue, product and go-to-market functions for founders. Market-relevant skills include financial modelling, exit planning, LP reporting and syndicate formation, positioning her as a pragmatic growth investor in mid-market rounds.
Investor and operator with a focus on growth-stage technology and consumer businesses, known for sourcing and structuring cross-border growth equity and strategic minority investments. Alisha Kamadia combines transaction experience in deal execution and portfolio management with hands-on operational support to scale revenue, product and go-to-market functions for founders. Market-relevant skills include financial modelling, exit planning, LP reporting and syndicate formation, positioning her as a pragmatic growth investor in mid-market rounds.
Investment Philosophy & Strategy
Targets growth-stage technology and consumer companies where capital plus operational partnership accelerates scaling. Prefers strategic minority and cross-border growth equity that preserves founder incentives while enabling follow-on expansion. Investment decisions are driven by revenue-first underwriting, unit-economics improvement, and repeatable go-to-market trajectories, with active use of financial modeling, exit-path planning, and LP/syndicate structures. Capital allocation favors mid-market rounds with 24–60 month liquidity horizons, disciplined risk management through staged funding and hands-on portfolio support to de-risk execution.
Targets growth-stage technology and consumer companies where capital plus operational partnership accelerates scaling. Prefers strategic minority and cross-border growth equity that preserves founder incentives while enabling follow-on expansion. Investment decisions are driven by revenue-first underwriting, unit-economics improvement, and repeatable go-to-market trajectories, with active use of financial modeling, exit-path planning, and LP/syndicate structures. Capital allocation favors mid-market rounds with 24–60 month liquidity horizons, disciplined risk management through staged funding and hands-on portfolio support to de-risk execution.
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:
23.18%
Gain
Monthly
0.36%
Yearly
4.46%
Drawdown
31.73%
$321.25M
Equity
Holdings
$321.25M
Investment
$249.73M
$99.26M
Profit +$391,557.21
Realized
$27.74M
Unrealized
$71.53M
Dividends
$18.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$391,557.21
Win %
74%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$630,231.34
Win %
74%
This Month
Compared to last month
Gain
0.34%
Profit
$1.07M
Win %
74%
This Year
Compared to last year
Gain
7.51%
Profit
$22.44M
Win %
74%
ABT Abbott Laboratories
+11.19%
+$5,214.78 
EFOR Everforth, Inc.
+9.76%
+$6,908.5 
CTAS Cintas Corporation
+7%
+$767.22 
DXCM DexCom, Inc.
+6.49%
+$6,419.06 
INTU Intuit Inc.
+5.62%
+$10,394.23 
CSGP CoStar Group, Inc.
+5.58%
+$7.95 
VRSK Verisk Analytics Inc.
+5.14%
+$19.72 
MCK McKesson Corporation
+5.13%
+$18,965.99 
TAP Molson Coors Beverage Company
+4.95%
+$852.6 
ODFL Old Dominion Freight Line, Inc.
+4.6%
+$7,607.91 
BAX Baxter International Inc.
+4.56%
+$1,010 
GIS General Mills, Inc.
+4.54%
+$9,295 
ACN Accenture plc Class A
+4.52%
+$11,389.62 
EFX Equifax Inc.
+4.42%
+$22.77 
FDS FactSet Research Systems Inc.
+4.36%
+$1,008.32 
NDAQ Nasdaq, Inc.
+4.26%
+$5,107.57 
WM Waste Management, Inc.
+4.25%
+$1,910.7 
BSX Boston Scientific Corporation
+4.21%
+$266.07 
SYK Stryker Corporation
+4.17%
+$18,889.2 
LKQ LKQ Corporation
+4.17%
+$7,277.05 
WHR Whirlpool Corporation
+4.08%
+$315 
BRO Brown & Brown Inc.
+4.07%
+$16.32 
ORLY O'Reilly Automotive Inc.
+4.05%
+$1,055.25 
PAYX Paychex Inc.
+3.88%
+$15,051.75 
CFG Citizens Financial Group, Inc.
+3.76%
+$37.45 
ITW Illinois Tool Works Inc.
+3.75%
+$1,080.14 
PYPL PayPal Holdings Inc
+3.73%
+$70.38 
KMPR Kemper Corporation
+3.68%
+$3,405 
UNP Union Pacific Corporation
+3.68%
+$4,084.85 
DKS Dick's Sporting Goods, Inc.
+3.62%
+$5,518.8 
RSG Republic Services, Inc.
+3.61%
+$219.52 
MDT Medtronic plc
+3.6%
+$22,686.7 
GPC Genuine Parts Company
+3.58%
+$13,260.76 
FIS Fidelity National Information Services, Inc.
+3.58%
+$10.29 
PLD Prologis Inc.
+3.52%
+$1,161.5 
KDP Keurig Dr Pepper Inc.
+3.52%
+$931.87 
EAT Brinker International Inc.
+3.52%
+$3,893.6 
MRK Merck & Co., Inc.
+3.51%
+$69,591.9 
ZTS Zoetis Inc.
+3.47%
+$1,080.53 
UPS United Parcel Service, Inc.
+3.46%
+$34,998.41 
ADBE Adobe Inc.
+3.45%
+$4,616.02 
ADP Automatic Data Processing Inc.
+3.44%
+$41,734.04 
CRM Salesforce Inc
+3.44%
+$11,525.92 
BF-B Brown-Forman Corporation
+3.43%
+$723.26 
ADSK Autodesk, Inc.
+3.41%
+$3,467.68 
SOLV Solventum Corporation
+3.41%
+$2.67 
FCPT Four Corners Property Trust Inc.
+3.39%
+$2,264.04 
OTIS Otis Worldwide Corporation
+3.36%
+$739.62 
NKE Nike, Inc. - Class B
+3.35%
+$846.65 
AWK American Water Works Company, Inc.
+3.34%
+$43.1 
ROP Roper Technologies Inc.
+3.26%
+$5,239.27 
GIB CGI Inc.
+3.25%
+$497.64 
VLTO Veralto Corporation
+3.23%
+$5.88 
AZO AutoZone Inc.
+3.2%
+$29,677.44 
VEEV Veeva Systems Inc.
+3.2%
+$2,166.5 
COR Cencora, Inc.
+3.19%
+$4,042.46 
CTSH Cognizant Technology Solutions Corporation
+3.15%
+$8.16 
VTRS Viatris Inc.
+3.15%
+$973.35 
UNH UnitedHealth Group Incorporated
+3.12%
+$15,817.52 
SSNC SS&C Technologies Holdings Inc.
+3.11%
+$507.65 
NSC Norfolk Southern Corporation
+3.09%
+$812.8 
ROST Ross Stores, Inc.
+3.06%
+$75.97 
INGR Ingredion Inc.
+3.04%
+$483.2 
AON Aon plc
+3.01%
+$4,254.62 
ABBV AbbVie Inc.
+3.01%
+$68,526.24 
SBUX Starbucks Corporation
+3%
+$9,780.75 
HCA HCA Healthcare Inc.
+3%
+$533.22 
POOL Pool Corporation
+2.99%
+$974.86 
WTW Willis Towers Watson Public Limited Company
+2.98%
+$6,276.69 
O Realty Income Corporation
+2.98%
+$41.47 
OHI Omega Healthcare Investors Inc.
+2.97%
+$26,419.5 
EEFT Euronet Worldwide, Inc.
+2.97%
+$9,414.01 
MDLZ Mondelez International, Inc.
+2.96%
+$11,108.16 
TXRH Texas Roadhouse Inc.
+2.96%
+$3,085.5 
RF Regions Financial Corporation
+2.95%
+$1,058.34 
ZBRA Zebra Technologies Corporation
+2.95%
+$16,061.51 
IBM International Business Machines Corporation
+2.94%
+$41,061.52 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$98.14 
AJG Arthur J. Gallagher & Co.
+2.91%
+$14.4 
OMC Omnicom Group Inc.
+2.89%
+$25.74 
IDXX IDEXX Laboratories, Inc.
+2.87%
+$16.01 
IP International Paper Company
+2.86%
+$14,183.4 
KHC The Kraft Heinz Company
+2.85%
+$96.42 
CSX CSX Corporation
+2.82%
+$41,910.41 
STZ Constellation Brands, Inc.
+2.82%
+$638.98 
KRE SPDR S&P Regional Banking ETF
+2.81%
+$626.22 
BIDU Baidu Inc.
+2.81%
+$422.55 
CPRT Copart Inc.
+2.81%
+$12.25 
OTEX Open Text Corporation
+2.79%
+$7,200.9 
LOW Lowe's Companies Inc.
+2.79%
+$6,318.88 
CL Colgate-Palmolive Company
+2.75%
+$8,026.2 
SWK Stanley Black & Decker Inc.
+2.75%
+$827.64 
VLO Valero Energy Corporation
+2.74%
+$27,028.98 
PM Philip Morris International Inc.
+2.69%
+$70,128.98 
HSY The Hershey Company
+2.68%
+$852.72 
SAIL SailPoint, Inc.
+2.68%
+$405 
VZ Verizon Communications Inc.
+2.67%
+$36,835.79 
AMGN Amgen Inc.
+2.67%
+$14,377.85 
CMCSA Comcast Corp
+2.66%
+$19,950.62 
TMUS T-Mobile US, Inc.
+2.62%
+$289.76 
KR Kroger Co.
+2.62%
+$139.12 
TJX The TJX Companies, Inc.
+2.62%
+$4,578.05 
ISRG Intuitive Surgical, Inc.
+2.6%
+$111.17 
MCD McDonald's Corporation
+2.59%
+$3,491.74 
T AT&T Inc.
+2.57%
+$46,133.45 
PEP PepsiCo, Inc.
+2.56%
+$5,978.88 
VICI Vici Properties Inc.
+2.55%
+$7.37 
HRL Hormel Foods Corporation
+2.52%
+$10.79 
FITB Fifth Third Bancorp
+2.51%
+$116.4 
WELL Welltower Inc.
+2.5%
+$52.38 
FBIN Fortune Brands Innovations Inc.
+2.47%
+$2,024 
MA Mastercard Incorporated
+2.46%
+$24,885.56 
SPGI S&P Global Inc.
+2.44%
+$13,658.72 
KMB Kimberly-Clark Corporation
+2.44%
+$17,895.8 
MO Altria Group, Inc.
+2.42%
+$7,703.55 
XLP Consumer Staples Select Sector SPDR Fund
+2.34%
+$819 
KO The Coca-Cola Company
+2.33%
+$50,223.36 
PRU Prudential Financial, Inc.
+2.33%
+$1,971.47 
ORI Old Republic International Corp.
+2.31%
+$5,947.35 
COST Costco Wholesale Corporation
+2.29%
+$34,633.55 
HBAN Huntington Bancshares Incorporated
+2.29%
+$538.25 
MPC Marathon Petroleum Corporation
+2.28%
+$1,310.4 
PPG PPG Industries Inc.
+2.28%
+$13.15 
FAST Fastenal Co.
+2.27%
+$2,790.38 
MAS Masco Corporation
+2.27%
+$3,504.6 
MCO Moody's Corporation
+2.24%
+$56.6 
URI United Rentals, Inc.
+2.24%
+$6,885.49 
GWW W.W. Grainger, Inc.
+2.23%
+$8,494.29 
PSX Phillips 66
+2.22%
+$4,307.68 
CASY Casey's General Stores Inc.
+2.22%
+$4,579.8 
PSA Public Storage Common Stock
+2.22%
+$7,051.73 
SPG Simon Property Group, Inc.
+2.22%
+$1,603.92 
WMT Walmart Inc.
+2.21%
+$34,384.41 
VDC VANGUARD CONSUMER STAPLES ETF
+2.21%
+$3,550 
SNA Snap-on Inc.
+2.19%
+$1,432.08 
EQR Equity Residential
+2.18%
+$284.74 
GEHC GE HealthCare Technologies Inc.
+2.17%
+$68.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.13%
+$1,254.75 
PCAR PACCAR Inc.
+2.13%
+$3,044.42 
RPRX Royalty Pharma plc
+2.08%
+$10,600.2 
PKG Packaging Corporation of America
+2.06%
+$6,890.2 
SYY Sysco Corporation
+2.05%
+$1,942.97 
TFC Truist Financial Corporation
+2.04%
+$19,757.52 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$4,713.06 
DECK Deckers Outdoor Corporation
+2.04%
+$97.65 
IEX IDEX Corporation
+2%
+$2,436.15 
MSCI MSCI Inc.
+2%
+$37.29 
HD The Home Depot, Inc.
+1.99%
+$39,433.2 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$2,607.29 
TGT Target Corporation
+1.97%
+$18,196.8 
V Visa Inc. Class A
+1.96%
+$27,072.99 
CDW CDW Corporation
+1.95%
+$5.09 
REGN Regeneron Pharmaceuticals, Inc.
+1.94%
+$618 
DIS The Walt Disney Company
+1.92%
+$6,232.86 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.9%
+$509.74 
MSFT Microsoft Corp.
+1.89%
+$131,730.71 
PRI Primerica Inc.
+1.88%
+$3,432.27 
KVUE Kenvue Inc.
+1.87%
+$561.05 
OKE ONEOK, Inc.
+1.87%
+$30,120.6 
NVO Novo Nordisk A/S Sponsored ADR
+1.86%
+$133.48 
SDY SPDR S&P Dividend ETF
+1.84%
+$3,512.5 
UL Unilever PLC Sponsored American Depositary Receipt
+1.83%
+$4,541.62 
KEY KeyCorp
+1.81%
+$600.1 
STLA Stellantis N.V.
+1.78%
+$248.64 
GILD Gilead Sciences Inc.
+1.78%
+$27,416.72 
CHKP Check Point Software Technologies Ltd.
+1.76%
+$2,176.22 
PG Procter & Gamble Co
+1.76%
+$6,965.37 
BMY Bristol-Myers Squibb Company
+1.74%
+$28,890.48 
PHM PulteGroup Inc.
+1.73%
+$9,593.57 
ICE Intercontinental Exchange, Inc.
+1.72%
+$2,042.4 
CHD Church & Dwight Co., Inc.
+1.71%
+$19.92 
DRI Darden Restaurants, Inc.
+1.71%
+$19,791.8 
KKR KKR & Co. Inc.
+1.69%
+$2,373.48 
AIG American International Group Inc.
+1.69%
+$160.58 
VNQ Vanguard Real Estate ETF
+1.69%
+$13,970.55 
USB U.S. Bancorp
+1.64%
+$19,454.64 
COF Capital One Financial Corporation
+1.61%
+$165.13 
IQV IQVIA Holdings Inc.
+1.61%
+$5,253.48 
DFAT Dimensional US Targeted Value ETF
+1.6%
+$422.24 
SHW The Sherwin-Williams Company
+1.6%
+$4,396.68 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$1,061.66 
VHT Vanguard Health Care ETF
+1.54%
+$304.26 
MET MetLife Inc.
+1.54%
+$1,651.46 
DVY iShares Select Dividend ETF
+1.52%
+$10,494.85 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.52%
+$407.04 
CB Chubb Limited
+1.5%
+$3,628.62 
LVS Las Vegas Sands Corp.
+1.5%
+$8.04 
MNST Monster Beverage Corporation
+1.47%
+$272.65 
SPLV Invesco S&P 500 Low Volatility ETF
+1.47%
+$1,132.2 
CTVA Corteva Inc.
+1.4%
+$9.48 
AAPL Apple Inc.
+1.4%
+$71,708.55 
AFL Aflac Inc.
+1.38%
+$106.88 
RMD ResMed Inc.
+1.38%
+$8.22 
HAS Hasbro Inc.
+1.37%
+$315.21 
L Loews Corporation
+1.34%
+$4,486.21 
AMLP Alerian MLP ETF
+1.32%
+$322 
VSNT Versant Media Group, Inc.
+1.3%
+$503.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.3%
+$2,280.76 
DE Deere & Company
+1.3%
+$498.23 
ECL Ecolab Inc.
+1.3%
+$975.78 
IWN iShares Russell 2000 Value ETF
+1.28%
+$775.32 
DON WisdomTree U.S. MidCap Dividend Fund
+1.27%
+$223.92 
PH Parker-Hannifin Corporation
+1.26%
+$409.36 
EMR Emerson Electric Co.
+1.25%
+$15,027.48 
MSM MSC Industrial Direct Co., Inc.
+1.25%
+$4,591.1 
HSIC Henry Schein, Inc.
+1.25%
+$5.45 
ET Energy Transfer L.P.
+1.23%
+$621.81 
FISV Fiserv, Inc.
+1.22%
+$3,289.64 
AME Ametek Inc.
+1.22%
+$8.52 
ADM Archer-Daniels-Midland Co
+1.2%
+$127.71 
DHR Danaher Corporation
+1.19%
+$3,269.52 
UBER Uber Technologies, Inc.
+1.18%
+$2,132.8 
EXC Exelon Corporation
+1.18%
+$20.52 
WAB Wabtec Corporation
+1.17%
+$402.99 
BG Bunge Global S.A.
+1.15%
+$9.31 
FDX FedEx Corporation
+1.15%
+$4,406.39 
MMM 3M Company
+1.15%
+$115.92 
WES Western Midstream Partners, LP
+1.15%
+$598 
TRV The Travelers Companies, Inc.
+1.12%
+$6,269.31 
CVS CVS Health Corporation
+1.11%
+$476.72 
CVX Chevron Corporation
+1.11%
+$32,021.04 
PFE Pfizer Inc.
+1.11%
+$7,159.07 
MLM Martin Marietta Materials, Inc.
+1.07%
+$85.54 
TXT Textron Inc.
+1.07%
+$37.05 
LLY Eli Lilly and Company
+1.06%
+$18,154.5 
ED Consolidated Edison, Inc.
+1.05%
+$1,033.56 
CARR Carrier Global Corporation
+1.04%
+$749.32 
MSI Motorola Solutions, Inc.
+1.04%
+$8.44 
NVS Novartis AG Sponsored ADR
+1.02%
+$355.35 
CINF Cincinnati Financial Corporation
+1.02%
+$605.44 
UGI UGI Corporation
+1.01%
+$217.18 
LYB LyondellBasell Industries N.V.
+1%
+$197.2 
ACGL Arch Capital Group Ltd
+0.99%
+$4.9 
VRTX Vertex Pharmaceuticals Incorporated
+0.97%
+$64.54 
WFC Wells Fargo & Company
+0.97%
+$1,506.63 
CGW Invesco S&P Global Water Index ETF
+0.95%
+$790.5 
APD Air Products and Chemicals, Inc.
+0.93%
+$1,998.36 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$31,780.35 
BX Blackstone Inc.
+0.92%
+$414.49 
IWS iShares Russell Mid-Cap Value ETF
+0.91%
+$815.12 
KMI Kinder Morgan, Inc.
+0.9%
+$644.38 
XOM Exxon Mobil Corporation
+0.89%
+$11,246.08 
TROW T. Rowe Price Group, Inc.
+0.88%
+$6.27 
CRH CRH plc
+0.87%
+$217.49 
MICC The Magnum Ice Cream Company N.V.
+0.86%
+$11.2 
IWD iShares Russell 1000 Value ETF
+0.85%
+$1,038.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$2,098.62 
PNW Pinnacle West Capital Corporation
+0.83%
+$6.23 
DUK Duke Energy Corporation
+0.82%
+$15,093.05 
SO The Southern Company
+0.8%
+$2,356.76 
ES Eversource Energy
+0.8%
+$4.72 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$3,059.76 
DHI D.R. Horton, Inc.
+0.79%
+$340.8 
VAC Marriott Vacations Worldwide Corporation
+0.78%
+$2,012.4 
IVZ Invesco Ltd.
+0.78%
+$2,854.55 
AIZ Assurant Inc.
+0.75%
+$6.15 
TSN Tyson Foods Inc.
+0.75%
+$178.45 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$58.88 
CBRE CBRE Group Inc.
+0.73%
+$1,452.88 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$151.2 
LPLA LPL Financial Holdings Inc.
+0.69%
+$994 
MAR Marriott International Inc. - Class A
+0.66%
+$1,715.21 
FNCL Fidelity MSCI Financials Index ETF
+0.66%
+$308.46 
EOG EOG Resources, Inc.
+0.66%
+$1,131.3 
COP ConocoPhillips
+0.64%
+$1,698.84 
ATO Atmos Energy Corporation
+0.62%
+$4.32 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$726.84 
EQWL Invesco S&P 100 Equal Weight ETF
+0.59%
+$427.35 
INCY Incyte Corporation
+0.59%
+$142.95 
AMP Ameriprise Financial, Inc.
+0.58%
+$968.54 
FHN First Horizon Corporation
+0.58%
+$286.95 
HON Honeywell International Inc.
+0.56%
+$832.04 
ALL Allstate Corporation
+0.54%
+$325.08 
AXP American Express Company
+0.51%
+$4,128.17 
STLD Steel Dynamics Inc.
+0.5%
+$1,277.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$558.6 
DAL Delta Air Lines, Inc.
+0.48%
+$2,988.12 
D Dominion Energy, Inc.
+0.47%
+$16.08 
WEC WEC Energy Group Inc.
+0.47%
+$180.2 
JNJ Johnson & Johnson
+0.46%
+$5,689.13 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$4,330.66 
XLB Materials Select Sector SPDR Fund
+0.46%
+$51.06 
TNL Travel + Leisure Co.
+0.45%
+$2,113.18 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$28,362.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.43%
+$795.15 
SHEL Shell plc
+0.42%
+$1,092.6 
NFLX Netflix, Inc.
+0.41%
+$931.77 
VTV Vanguard Value ETF
+0.41%
+$369 
LIN Linde plc
+0.4%
+$301.92 
USAI Pacer American Energy Independence ETF
+0.4%
+$185 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$2,943.37 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$12,223.38 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$6,214.08 
AMZN Amazon.com Inc
+0.37%
+$10,092.78 
FANG Diamondback Energy Inc
+0.36%
+$11.73 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$150.1 
DTE DTE Energy Company
+0.34%
+$74.5 
GD General Dynamics Corporation
+0.32%
+$381.87 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.32%
+$213.11 
VB Vanguard Small-Cap ETF
+0.31%
+$886.15 
NET Cloudflare Inc.
+0.31%
+$168 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.31%
+$560.14 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$1,684.06 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$1,723.47 
XLF Financial Select Sector SPDR Fund
+0.28%
+$404.48 
GOOG Alphabet Inc
+0.28%
+$7,300.91 
AEP American Electric Power Company, Inc.
+0.24%
+$1,160.64 
HPQ HP Inc.
+0.23%
+$225.66 
JVAL JPMorgan U.S. Value Factor ETF
+0.23%
+$273.13 
WMB The Williams Companies, Inc.
+0.21%
+$612.96 
GOOGL Alphabet Inc
+0.21%
+$4,600.66 
UCBI United Community Banks, Inc.
+0.2%
+$5,888.61 
AMT American Tower Corporation
+0.19%
+$18.88 
BAC Bank of America Corporation
+0.18%
+$1,517.34 
LMT Lockheed Martin Corporation
+0.17%
+$1,361.68 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.13%
+$117.87 
IWM iShares Russell 2000 ETF
+0.1%
+$336.66 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.1%
+$75.6 
CME CME Group Inc.
+0.09%
+$27.28 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.09%
+$118.7 
VTWO Vanguard Russell 2000 ETF
+0.08%
+$95.6 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$22,375.47 
SCHW Charles Schwab Corporation
+0.08%
+$891.92 
PAAA PGIM AAA CLO ETF
+0.05%
+$123.15 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.04%
+$159.68 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$872.6 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$18.26 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$186.6 
PLTR Palantir Technologies Inc.
+0.01%
+$14.64 
EA Electronic Arts Inc.
+0.01%
+$0.03 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$12.24 
169417102
0%
$0 
BPRE
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
-$1.26 
JHG Janus Henderson Group plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GENVR Gen Digital Inc. Contingent Value Right
-9.4%
-$4.62 
STX Seagate Technology Holdings plc
-8.77%
-$12,276.14 
STM STMicroelectronics N.V.
-7.14%
-$484 
CLSK CleanSpark, Inc.
-6.97%
-$394 
VST Vistra Corp
-6.43%
-$4,165.24 
MU Micron Technology, Inc.
-5.91%
-$54,796.5 
INTC Intel Corporation
-5.87%
-$12,293.6 
ON ON Semiconductor Corporation
-5.46%
-$10,069.7 
AMD Advanced Micro Devices, Inc.
-5.4%
-$17,554.26 
GE General Electric Company
-5.37%
-$6,346.8 
FLEX Flex Ltd.
-5.33%
-$39,582.2 
FCX Freeport-McMoRan Inc.
-4.77%
-$127.94 
IBKR Interactive Brokers Group Inc.
-4.68%
-$11,410.27 
MS Morgan Stanley
-4.48%
-$54,996.48 
MCHP Microchip Technology Incorporated
-4.42%
-$739.14 
VRT Vertiv Holdings Co
-4.39%
-$13,575.61 
HPE Hewlett Packard Enterprise Company
-4.35%
-$206 
ORCL Oracle Corporation
-4.29%
-$20,728.67 
LRCX Lam Research Corporation
-4.29%
-$2,448 
GS The Goldman Sachs Group, Inc.
-4.28%
-$3,596.71 
AVGO Broadcom Inc.
-4.2%
-$106,594.81 
ETN Eaton Corporation plc
-4.18%
-$40,934.25 
CI The Cigna Group
-4.1%
-$7,869 
STRL Sterling Infrastructure, Inc.
-3.81%
-$11,980.3 
NRG NRG Energy, Inc.
-3.79%
-$16,286.43 
NEM Newmont Corporation
-3.74%
-$39.16 
LFUS Littelfuse Inc.
-3.73%
-$5,139.36 
ENS EnerSys
-3.69%
-$9,823.05 
NXPI NXP Semiconductors N.V.
-3.58%
-$8,160 
CSCO Cisco Systems, Inc.
-3.56%
-$121,211.74 
TXN Texas Instruments Inc
-3.54%
-$4,274.66 
CAT Caterpillar Inc.
-3.36%
-$35,837.01 
QCOM QUALCOMM Incorporated
-3.33%
-$15,825.67 
ELV Elevance Health, Inc.
-3.25%
-$7,423.65 
SOLS Sollensys Corp
-3.19%
-$328.7 
PWR Quanta Services Inc.
-3.19%
-$7,379.19 
CEG Constellation Energy Corporation
-3.06%
-$624.1 
GDX VanEck Gold Miners ETF
-3.04%
-$1,125 
RIO Rio Tinto Plc Sponsored ADR
-3.02%
-$17,763.6 
CMI Cummins Inc.
-2.94%
-$3,314.09 
APP AppLovin Corporation Class A Common Stock
-2.94%
-$4,841.2 
FTNT Fortinet Inc.
-2.89%
-$1,370.79 
AEM Agnico Eagle Mines Limited
-2.87%
-$3,537.36 
DELL Dell Technologies Inc.
-2.79%
-$506.44 
ZETA Zeta Global Holdings Corp.
-2.77%
-$929.85 
ANET Arista Networks, Inc.
-2.75%
-$795.48 
XBI SPDR S&P Biotech ETF
-2.74%
-$492.2 
JBL Jabil Inc.
-2.7%
-$1,722 
GEV GE Vernova Inc.
-2.68%
-$6,221.6 
ADI Analog Devices, Inc.
-2.68%
-$4,093.77 
USA Liberty All Star Equity Fund
-2.67%
-$3,058.06 
NVDA NVIDIA Corporation
-2.56%
-$120,972.84 
KLAC KLA Corporation
-2.54%
-$6,737.8 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$46,543.64 
WCC Wesco International Inc.
-2.22%
-$8,681.81 
AMAT Applied Materials, Inc.
-2.17%
-$24,021.72 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$88.92 
FNV Franco-Nevada Corporation
-2.07%
-$5,943 
NMTC NeuroOne Medical Technologies Corporation
-1.99%
-$167 
COIN Coinbase Global, Inc.
-1.99%
-$6.64 
ESI Element Solutions Inc.
-1.97%
-$6,283.2 
IGM iShares Expanded Tech Sector ETF
-1.94%
-$2,224.8 
FTEC Fidelity MSCI Information Technology Index ETF
-1.91%
-$1,327.5 
APH Amphenol Corporation
-1.9%
-$11,885.25 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$1,439.68 
EBAY eBay Inc.
-1.87%
-$5,986.62 
LUMN Lumen Technologies Inc.
-1.86%
-$15.12 
VGT Vanguard Information Technology ETF
-1.85%
-$13,188.6 
CNC Centene Corporation
-1.8%
-$12 
META Meta Platforms Inc Class A
-1.71%
-$38,565.08 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.7%
-$72.03 
CDNS Cadence Design Systems, Inc.
-1.69%
-$18.87 
GLD SPDR Gold Shares
-1.68%
-$831.25 
EQIX Equinix, Inc.
-1.66%
-$135.44 
AI C3.ai Inc.
-1.64%
-$150 
IAU iShares Gold Trust
-1.64%
-$51,051.25 
C Citigroup Inc.
-1.64%
-$19,954.51 
IAUM iShares Gold Trust Micro
-1.62%
-$246,505.32 
CWB SPDR Bloomberg Convertible Securities ETF
-1.61%
-$2,349.69 
TSLA Tesla, Inc.
-1.51%
-$6,490.44 
DLR Digital Realty Trust, Inc.
-1.5%
-$6,074.64 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$819.09 
JCI Johnson Controls International plc
-1.46%
-$394.06 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$2,512.8 
VONG Vanguard Russell 1000 Growth Fund
-1.39%
-$7,548.9 
BKR Baker Hughes Company
-1.35%
-$115.65 
IGLD FT Vest Gold Strategy Target Fund
-1.35%
-$182 
PANW Palo Alto Networks, Inc.
-1.35%
-$2,809.53 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$16,538.88 
IWP iShares Russell Mid-Cap Growth ETF
-1.31%
-$273.42 
WBD Warner Bros. Discovery, Inc.
-1.3%
-$85.2 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$299.96 
HLT Hilton Worldwide Holdings Inc.
-1.23%
-$218.16 
RTX RTX Corporation
-1.2%
-$4,023.22 
DD DuPont de Nemours, Inc.
-1.16%
-$100.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$24,430.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$7,630.5 
TT Trane Technologies plc
-1.08%
-$269.36 
IWO iShares Russell 2000 Growth ETF
-1.07%
-$1,584.77 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.05%
-$332.64 
LHX L3Harris Technologies, Inc.
-1.04%
-$235.03 
IXUS iShares Core International Stock ETF
-1.03%
-$227.36 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$819.25 
RCL Royal Caribbean Group
-1%
-$20.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$49,942.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.98%
-$302.37 
STT State Street Corp
-0.96%
-$963.02 
GM General Motors Company
-0.95%
-$8.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$24,934.72 
TD The Toronto-Dominion Bank
-0.94%
-$9,915.75 
HAL Halliburton Company
-0.94%
-$134.97 
CCI Crown Castle Inc.
-0.93%
-$3.7 
PEG Public Service Enterprise Group Incorporated
-0.9%
-$374.4 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.9%
-$190 
BA Boeing Company
-0.88%
-$32.47 
SPHQ Invesco S&P 500 Quality ETF
-0.87%
-$46,443.75 
SLB Schlumberger Limited
-0.84%
-$8.8 
VUG Vanguard Growth ETF
-0.81%
-$43,406.22 
CCL Carnival Corporation Ltd.
-0.79%
-$459.69 
BKNG Booking Holdings Inc.
-0.77%
-$2,326.5 
WRB W.R. Berkley Corporation
-0.74%
-$4.68 
NOW ServiceNow, Inc.
-0.73%
-$2,136.75 
EFA iShares MSCI EAFE ETF
-0.69%
-$67,347.43 
SNPS Synopsys, Inc.
-0.69%
-$20.61 
BP BP p.l.c. Sponsored ADR
-0.69%
-$9,000.37 
HUBB Hubbell Inc.
-0.69%
-$1,310.1 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$81.79 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$2,405 
TEL TE Connectivity plc
-0.62%
-$12.4 
ABNB Airbnb, Inc.
-0.6%
-$2,034.79 
PFF iShares Preferred and Income Securities ETF
-0.49%
-$65.7 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
-0.47%
-$566.76 
YUM Yum! Brands, Inc.
-0.43%
-$2.6 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.42%
-$515.77 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$50.37 
ESGU iShares ESG Aware MSCI USA ETF
-0.4%
-$43.23 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.39%
-$108.8 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$139.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$728.56 
AXON Axon Enterprise, Inc.
-0.37%
-$2.01 
JPM JPMorgan Chase & Co.
-0.35%
-$12,618.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.31%
-$1,791.33 
A Agilent Technologies Inc.
-0.3%
-$1.6 
IVV iShares Core S&P 500 ETF
-0.29%
-$23,573.76 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$7,728.51 
OEF iShares S&P 100 ETF
-0.29%
-$513 
NEE NextEra Energy, Inc.
-0.28%
-$4,686.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.28%
-$184.25 
VOO Vanguard S&P 500 ETF
-0.28%
-$83.85 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$974 
BEN Franklin Resources Inc.
-0.27%
-$3,377.61 
IDV iShares International Select Dividend ETF
-0.27%
-$216.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$534.16 
CGUS Capital Group Core Equity ETF
-0.26%
-$84.06 
CNP CenterPoint Energy Inc.
-0.26%
-$1.76 
HMOP Hartford Municipal Opportunities ETF
-0.26%
-$297.7 
NICE Nice Ltd. Sponsored ADR
-0.26%
-$332.8 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.25%
-$62.5 
BLK BlackRock, Inc.
-0.25%
-$4,559.47 
PGR Progressive Corporation
-0.25%
-$1,265.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$17,410.53 
IRM Iron Mountain Inc.
-0.25%
-$11.29 
IGV iShares Expanded Tech-Software Sector ETF
-0.23%
-$1,776.97 
ETR Entergy Corporation
-0.22%
-$7.5 
BN Brookfield Corporation
-0.21%
-$621.11 
SPYI NEOS S&P 500 High Income ETF
-0.21%
-$57.5 
VGLT Vanguard Long-Term Treasury Fund
-0.21%
-$46.92 
VPU Vanguard Utilities ETF
-0.21%
-$77.9 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$325.8 
VXF Vanguard Extended Market ETF
-0.2%
-$10,486.1 
AOK iShares Core Conservative Allocation ETF
-0.19%
-$112.86 
TDG TransDigm Group Inc.
-0.19%
-$35.4 
SRE Sempra
-0.18%
-$51 
NUE Nucor Corporation
-0.18%
-$4.3 
MMIT NYLI MacKay Muni Intermediate ETF
-0.17%
-$215 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.14%
-$56 
APTV Aptiv PLC
-0.14%
-$147.76 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.13%
-$389.64 
MUB iShares National Muni Bond ETF
-0.13%
-$108 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.12%
-$111.6 
PBP Invesco S&P 500 BuyWrite ETF
-0.11%
-$12,043.7 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$170.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$2,277.6 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$38 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$69.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$2,134.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$13.63 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$82.5 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$82.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$158.25 
NOC Northrop Grumman Corporation
-0.07%
-$16.2 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$27.52 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$33 
JCPB JPMorgan Core Plus Bond ETF
-0.06%
-$1,780.14 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.06%
-$25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$2,316.31 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.06%
-$21.98 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$8.26 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.05%
-$7.75 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$55 
LNTH Lantheus Holdings, Inc.
-0.04%
-$55.81 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$131.5 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$42.2 
ROK Rockwell Automation, Inc.
-0.04%
-$4.32 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$72.99 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$410.95 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$476.22 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$308.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$800.35 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$27.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$646.82 
VO Vanguard Mid-Cap ETF
-0.03%
-$57.23 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$11.1 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$57.6 
F Ford Motor Company
-0.02%
-$0.15 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$4.09 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$11.46 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.02%
-$7.42 
SYF Synchrony Financial
-0.01%
-$45.43 
JPIE JPMorgan Income ETF
-0.01%
-$11.09 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.01%
-$5.58 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$15.22 
GSY Invesco Ultra Short Duration ETF
-0.01%
-$1.35 
GTLS Chart Industries Inc.
-0.01%
-$1.44 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4597 | Longs Won 2860/4597 62% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $161,933.93 |
| Average Win $42,622.91 | Best Trade (Jul 13) $5.32M | Sharpe Ratio -18.25 |
| Average Loss -$13,033.48 | Worst Trade (Jun 30) -$1.09M | Z-Score -3.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 5d | Expectancy $21,592.74 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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No Data
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