JG
Jill Grimes Portfolio
Invests via Centurion Wealth Management LLC | Managed by Olac Pallan, Sterling D. Neblett, Wendy Ann Payne, Mark C. McKaig
Invests via Centurion Wealth Management LLC
Managed by Olac Pallan, Sterling D. Neblett, Wendy Ann Payne, Mark C. McKaig
Automatically Tracked
Jill Grimes Profile
Jill Grimes is a seasoned investor-operator with extensive experience in private equity and venture capital. Her career reflects a profound commitment to driving growth and innovation within diverse sectors. Known for her leadership roles at various investment firms, she has successfully nurtured early-stage startups into market leaders through strategic initiatives and operational enhancements. With an educational background from prestigious institutions, Grimes combines financial acumen with entrepreneurial insight. Her ability to identify emerging trends makes her a pivotal figure in shaping industry trajectories.
Jill Grimes is a seasoned investor-operator with extensive experience in private equity and venture capital. Her career reflects a profound commitment to driving growth and innovation within diverse sectors. Known for her leadership roles at various investment firms, she has successfully nurtured early-stage startups into market leaders through strategic initiatives and operational enhancements. With an educational background from prestigious institutions, Grimes combines financial acumen with entrepreneurial insight. Her ability to identify emerging trends makes her a pivotal figure in shaping industry trajectories.
Investment Philosophy & Strategy
Growth opportunities within emerging markets capture attention, as Jill Grimes leverages her substantial experience to catalyze transformation in startups. Her background emphasizes operational improvements and a strong leadership approach that identifies market trends early on. This depth of knowledge underpins investment strategies that prioritize innovation alongside financial viability. By fostering dynamic relationships across various sectors, she crafts tailored solutions for portfolio companies to realize their potential fully. Through a blend of strategic insight and hands-on management, the focus remains steadfast on navigating complex landscapes while driving sustainable success.
Growth opportunities within emerging markets capture attention, as Jill Grimes leverages her substantial experience to catalyze transformation in startups. Her background emphasizes operational improvements and a strong leadership approach that identifies market trends early on. This depth of knowledge underpins investment strategies that prioritize innovation alongside financial viability. By fostering dynamic relationships across various sectors, she crafts tailored solutions for portfolio companies to realize their potential fully. Through a blend of strategic insight and hands-on management, the focus remains steadfast on navigating complex landscapes while driving sustainable success.
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:
28.05%
Gain +1.65%
Monthly
0.73%
Yearly
9.12%
Drawdown
13.49%
$483.93M
Equity
Holdings
$483.93M
Investment
$383.42M
$131.55M
Profit +$8.76M
Realized
$31.04M
Unrealized
$100.51M
Dividends
$24.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.65%
Profit
$8.76M
Win %
74%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$7.64M
Win %
74%
This Month
Compared to last month
Gain
-1.66%
Profit
-$8.17M
Win %
74%
This Year
Compared to last year
Gain
3.62%
Profit
$17.54M
Win %
73%
SNDK SanDisk Corporation
+14.95%
+$81,808.11 
AMAT Applied Materials, Inc.
+10.81%
+$82,836.22 
INTC Intel Corporation
+10.35%
+$105,259.99 
KLIC Kulicke & Soffa Industries, Inc.
+9.21%
+$126,900 
RKLB Rocket Lab Corporation
+9.13%
+$53,982.11 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$74,250.35 
EXTR Extreme Networks, Inc.
+8.77%
+$81,572.02 
AMD Advanced Micro Devices, Inc.
+8.18%
+$44,498.05 
SCCO Southern Copper Corporation
+7.84%
+$19,441.46 
WDC Western Digital Corporation
+7.32%
+$35,860 
SG Sweetgreen Inc.
+6.92%
+$6,723.5 
BAI iShares A.I. Innovation and Tech Active ETF
+6.91%
+$307,436.85 
CRWD CrowdStrike Holdings, Inc.
+6.83%
+$55,634.82 
STX Seagate Technology Holdings plc
+6.09%
+$57,675.21 
QCOM QUALCOMM Incorporated
+6.08%
+$20,050.12 
BHP BHP Group Ltd.
+5.89%
+$22,983 
AGX Argan Inc.
+5.75%
+$33,840 
DELL Dell Technologies Inc.
+5.71%
+$30,807.54 
SLV iShares Silver Trust
+5.7%
+$11,845.71 
IOVA Iovance Biotherapeutics, Inc.
+5.69%
+$12,552.56 
HWM Howmet Aerospace Inc.
+5.64%
+$21,598.72 
SGDM Sprott Gold Miners ETF
+5.52%
+$29,261.71 
PANW Palo Alto Networks, Inc.
+5.49%
+$20,938.05 
GDX VanEck Gold Miners ETF
+5.42%
+$142,000 
GD General Dynamics Corporation
+5.39%
+$33,166.17 
TXN Texas Instruments Inc
+5.25%
+$36,642.35 
AMGN Amgen Inc.
+5.23%
+$48,741.57 
GEV GE Vernova Inc.
+5.03%
+$23,238.79 
ETN Eaton Corporation plc
+4.88%
+$27,776.29 
ITA iShares U.S. Aerospace & Defense ETF
+4.75%
+$41,182.08 
LYG Lloyds Banking Group Plc ADR
+4.75%
+$5,278.28 
SPMO Invesco S&P 500 Momentum ETF
+4.68%
+$31,826.22 
CAT Caterpillar Inc.
+4.66%
+$75,056.44 
LMT Lockheed Martin Corporation
+4.58%
+$18,222.3 
MTUM iShares MSCI USA Momentum Factor ETF
+4.54%
+$99,512.18 
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$45,323.52 
TSLA Tesla, Inc.
+4.45%
+$94,562.18 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$309,685.2 
EME EMCOR Group, Inc.
+4.4%
+$11,351.09 
SHLD Global X Defense Tech ETF
+4.36%
+$12,721.44 
GE General Electric Company
+4.33%
+$27,859.51 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$343,301.91 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.16%
+$4,570.46 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+4.14%
+$201,494.22 
WF Woori Financial Group Inc. Sponsored ADR
+4%
+$16,166 
AVGO Broadcom Inc.
+3.96%
+$49,941.28 
PWB Invesco Large Cap Growth ETF
+3.91%
+$13,685.76 
NUE Nucor Corporation
+3.9%
+$15,070.98 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$39,226.49 
EVR Evercore Inc.
+3.69%
+$13,219.5 
RTX RTX Corporation
+3.69%
+$14,868.5 
TDG TransDigm Group Inc.
+3.66%
+$11,593.62 
XLK State Street Technology Select Sector SPDR ETF
+3.62%
+$26,624 
DTCR Global X Data Center & Digital Infrastructure ETF
+3.6%
+$86,547.96 
ITRN Ituran Location and Control Ltd.
+3.55%
+$12,938.08 
CORO Ishares International Country Rotational Active ETF
+3.43%
+$35,562 
TGT Target Corporation
+3.43%
+$14,856.38 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.42%
+$34,345.08 
IYW iShares U.S. Technology ETF
+3.38%
+$15,139.94 
FNDF Schwab Fundamental International Large Company Index ETF
+3.37%
+$121,809.29 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$75,733.12 
FTEC Fidelity MSCI Information Technology Index ETF
+3.34%
+$23,663.36 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.33%
+$140,474.57 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.33%
+$8,007.34 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+3.33%
+$23,847.66 
SBUX Starbucks Corporation
+3.28%
+$10,206 
GLD SPDR Gold Shares
+3.25%
+$14,275.42 
IAU iShares Gold Trust
+3.19%
+$79,769.55 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$116,008.2 
GS The Goldman Sachs Group, Inc.
+3.12%
+$10,412.91 
LHX L3Harris Technologies, Inc.
+3.09%
+$7,339.75 
CMI Cummins Inc.
+3.08%
+$41,378.22 
MGNR American Beacon GLG Natural Resources ETF
+3.06%
+$13,138.07 
EFA iShares MSCI EAFE ETF
+3.03%
+$9,221.92 
USXF iShares ESG Aware MSCI USA ETF
+3%
+$9,837.75 
UBS UBS Group AG
+2.97%
+$9,035 
IEFA iShares Core MSCI EAFE ETF
+2.96%
+$18,799.11 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+2.79%
+$92,233.16 
OMC Omnicom Group Inc.
+2.76%
+$5,907.84 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$5,994.75 
IBIT iShares Bitcoin Trust
+2.74%
+$87,394.38 
MS Morgan Stanley
+2.7%
+$9,179.1 
ANET Arista Networks, Inc.
+2.69%
+$11,460.21 
FBCG Fidelity Blue Chip Growth Fund
+2.69%
+$53,678.13 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.62%
+$404,035.76 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$107,144 
TT Trane Technologies plc
+2.61%
+$17,059.87 
GRMN Garmin Ltd.
+2.6%
+$6,030 
GRAB Grab Holdings Limited
+2.6%
+$4,790.09 
LLY Eli Lilly and Company
+2.58%
+$55,261.76 
AOD Abrdn Total Dynamic Dividend Fund
+2.54%
+$7,430.44 
COF Capital One Financial Corporation
+2.5%
+$7,725.2 
NVDA NVIDIA Corporation
+2.5%
+$228,180 
MAR Marriott International Inc. - Class A
+2.49%
+$12,604.79 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$20,876.63 
EWJV iShares MSCI Japan Value ETF
+2.45%
+$5,238.48 
BKNG Booking Holdings Inc.
+2.45%
+$7,663.5 
CSCO Cisco Systems, Inc.
+2.41%
+$28,497.04 
PFE Pfizer Inc.
+2.4%
+$7,592.79 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$24,877.96 
BLCR iShares Large Cap Core ACT ETF
+2.36%
+$15,826.78 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.34%
+$55,253.16 
VT Vanguard Total World Stock ETF
+2.34%
+$9,017 
IUSG iShares Core S&P U.S. Growth ETF
+2.32%
+$9,049.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.3%
+$9,838.5 
CMG Chipotle Mexican Grill, Inc.
+2.3%
+$6,867 
HD The Home Depot, Inc.
+2.28%
+$15,320.33 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.25%
+$19,875.18 
ICVT iShares Convertible Bond ETF
+2.24%
+$15,278.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$159,353.88 
GMOI GMO International Value ETF
+2.19%
+$9,635 
LOW Lowe's Companies Inc.
+2.18%
+$9,034.08 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+2.05%
+$141,122.1 
QGRW WisdomTree U.S. Quality Growth Fund
+2.02%
+$143,617.28 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.02%
+$202,608.53 
DIS The Walt Disney Company
+1.98%
+$13,901.55 
NOC Northrop Grumman Corporation
+1.95%
+$4,694.75 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.94%
+$6,560.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.93%
+$8,402.59 
MGK Vanguard Mega Cap Growth ETF
+1.93%
+$16,236.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$12,800.19 
FELV Fidelity Enhanced Large Cap Value ETF
+1.9%
+$5,358.15 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$4,594.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$63,684.52 
IWV ISHARES RUSSELL 3000 ETF
+1.86%
+$5,369 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$14,637.33 
VO Vanguard Mid-Cap ETF
+1.84%
+$4,913.48 
TFC Truist Financial Corporation
+1.84%
+$13,598.73 
AXP American Express Company
+1.79%
+$10,050.85 
SPXE ProShares S&P 500 Ex-Energy ETF
+1.79%
+$4,247.31 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$59,038.43 
IVV iShares Core S&P 500 ETF
+1.78%
+$285,832.84 
VOO Vanguard S&P 500 ETF
+1.77%
+$146,159.8 
VTV Vanguard Value ETF
+1.74%
+$6,963.05 
DSI iShares MSCI KLD 400 Social ETF
+1.72%
+$6,816.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.71%
+$517,396.96 
IWB iShares Russell 1000 ETF
+1.7%
+$5,877.29 
IHAK iShares Cybersecurity and Tech ETF
+1.69%
+$10,966.56 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.68%
+$7,915.31 
QUAL iShares MSCI USA Quality Factor ETF
+1.67%
+$112,664.04 
MRK Merck & Co., Inc.
+1.66%
+$9,092.18 
OEF iShares S&P 100 ETF
+1.65%
+$76,068.57 
SHOP Shopify Inc.
+1.65%
+$12,379.9 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.64%
+$3,864.24 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$3,771.02 
DE Deere & Company
+1.61%
+$3,420 
LAMR Lamar Advertising Company
+1.6%
+$6,203.31 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.6%
+$40,825.73 
FNDB Schwab Fundamental U.S. Broad Market ETF
+1.59%
+$44,773.5 
LVHI Franklin International Low Volatility High Dividend ETF
+1.55%
+$14,421.87 
SPYI NEOS S&P 500 High Income ETF
+1.54%
+$168,411.2 
JPM JPMorgan Chase & Co.
+1.52%
+$28,805.92 
IWF iShares Russell 1000 Growth ETF
+1.5%
+$3,472.6 
AIT Applied Industrial Technologies Inc.
+1.48%
+$4,660 
AMZN Amazon.com Inc
+1.48%
+$74,797.17 
GDV Gabelli Dividend & Income Trust
+1.47%
+$3,831.24 
IBM International Business Machines Corporation
+1.41%
+$4,358.2 
BOE BlackRock Enhanced Global Dividend Trust
+1.37%
+$13,846.72 
VIG Vanguard Dividend Appreciation ETF
+1.34%
+$66,759.26 
VYM Vanguard High Dividend Yield ETF
+1.32%
+$31,126.44 
BDJ BlackRock Enhanced Equity Dividend Trust
+1.25%
+$13,036.28 
AAPL Apple Inc.
+1.2%
+$167,023.98 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.19%
+$5,724.73 
FDVV Fidelity High Dividend ETF
+1.18%
+$4,167.73 
ASGI abrdn Global Infrastructure Fund
+1.17%
+$7,787.26 
IVE ISHARES S&P 500 VALUE ETF
+1.16%
+$66,721.46 
AVK Advent Convertible and Income Fund
+1.15%
+$4,754.55 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$36,874.16 
VOOV Vanguard S&P 500 Value ETF
+1.13%
+$8,741.6 
MNST Monster Beverage Corporation
+1.12%
+$2,837.64 
JCE Nuveen Core Equity Alpha Fund
+1.12%
+$2,246.4 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+1.06%
+$1,965.17 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$8,365.25 
BAC Bank of America Corporation
+1.04%
+$6,761.91 
JEPI JPMorgan Equity Premium Income Fund
+1.03%
+$57,541.5 
DLR Digital Realty Trust, Inc.
+1%
+$6,881.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.99%
+$16,883.52 
MCD McDonald's Corporation
+0.99%
+$5,390.02 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$22,040.16 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.93%
+$6,901.86 
APD Air Products and Chemicals, Inc.
+0.93%
+$2,485.75 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.92%
+$9,752.75 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.91%
+$45,924.02 
XLG Invesco S&P 500 Top 50 ETF
+0.89%
+$2,991.6 
UNM Unum Group
+0.88%
+$2,981.25 
COWZ Pacer US Cash Cows 100 ETF
+0.86%
+$21,714.98 
MMM 3M Company
+0.85%
+$4,822.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.83%
+$77,608.44 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$1,873.28 
SYSB iShares Systematic Bond ETF
+0.68%
+$2,004.56 
MMTM SPDR S&P 1500 Momentum Tilt ETF
+0.67%
+$3,666.55 
VZ Verizon Communications Inc.
+0.66%
+$1,711.2 
FALN iShares Fallen Angels USD Bond ETF
+0.65%
+$7,307.35 
EVTR Eaton Vance Total Return Fund
+0.64%
+$1,314.3 
BLK BlackRock, Inc.
+0.63%
+$3,873.25 
MBB iShares MBS ETF
+0.62%
+$20,477.34 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$8,214.84 
FBND Fidelity Total Bond ETF
+0.61%
+$10,309.48 
JPIB JPMorgan International Bond ETF
+0.59%
+$3,123.03 
JBND JPMorgan Active Bond ETF
+0.59%
+$56,512.89 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$12,902.96 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$42,936.36 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$1,638.9 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$6,618.01 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.57%
+$5,381.65 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.55%
+$9,486.76 
MCN XAI Madison Equity Premium Income Fund
+0.55%
+$2,670.34 
FVD First Trust Value Line Dividend Index Fund
+0.54%
+$11,386.96 
ISRG Intuitive Surgical, Inc.
+0.54%
+$2,696.97 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$9,786.84 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$2,333.45 
FFA First Trust Enhanced Equity Income Fund
+0.49%
+$3,060.97 
VPLS Vanguard Core-Plus Bond ETF
+0.49%
+$7,112.84 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$14,624.16 
WFC Wells Fargo & Company
+0.46%
+$1,597.14 
SAIC Science Applications International Corporation Common Stock
+0.44%
+$2,789.5 
DBND DoubleLine Opportunistic Bond ETF
+0.42%
+$5,534.28 
RVT Royce Small-Cap Trust, Inc.
+0.34%
+$807.06 
ABBV AbbVie Inc.
+0.33%
+$1,980.75 
JFR Nuveen Floating Rate Income Fund
+0.33%
+$598.1 
D Dominion Energy, Inc.
+0.32%
+$1,436.41 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,674.6 
XLU Utilities Select Sector SPDR Fund
+0.32%
+$5,793.62 
BINC iShares Flexible Income Active ETF
+0.32%
+$10,705.36 
JQC Nuveen Credit Strategies Income Fund
+0.31%
+$996.98 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$797.94 
MDT Medtronic plc
+0.29%
+$771.5 
ENB Enbridge Inc.
+0.29%
+$1,423.62 
NPFI Nuveen Preferred and Income ETF
+0.29%
+$719.85 
FLTB Fidelity Limited Term Bond ETF
+0.28%
+$2,748.06 
JPIE JPMorgan Income ETF
+0.27%
+$9,788.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$1,924.68 
MUB iShares National Muni Bond ETF
+0.25%
+$2,501.82 
JNJ Johnson & Johnson
+0.24%
+$4,104.5 
CMCSA Comcast Corp
+0.23%
+$570.13 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$418.18 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$2,940 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.15%
+$990 
WDI Western Asset Diversified Income Fund
+0.15%
+$431.02 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$2,096.7 
NEAR iShares Short Maturity Bond ETF
+0.15%
+$1,551.9 
TJX The TJX Companies, Inc.
+0.14%
+$524.75 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$2,076.13 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$986 
GOOG Alphabet Inc
+0.13%
+$5,277.47 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$3,229.87 
SPLV Invesco S&P 500 Low Volatility ETF
+0.11%
+$620.4 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,923 
WELL Welltower Inc.
+0.09%
+$226.8 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$202.08 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$299.63 
PFFV Global X Variable Rate Preferred ETF
+0.07%
+$188.66 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$300 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$171.84 
LVHD Franklin U.S. Low Volatility ETF
+0.01%
+$119.13 
ANTM Anthem Inc
0%
$0 
NIE
0%
$0 
RYE Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
SNOW
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
ORCL Oracle Corporation
-8.25%
-$55,161.75 
VVOS Vivos Therapeutics, Inc.
-4.76%
-$1,084.79 
COP ConocoPhillips
-3.49%
-$17,970.39 
FICO Fair Isaac Corporation
-2.68%
-$10,336.37 
NOW ServiceNow, Inc.
-2.66%
-$8,804.03 
XOM Exxon Mobil Corporation
-2.63%
-$47,250.72 
CRM Salesforce Inc
-2.35%
-$4,824 
WM Waste Management, Inc.
-2.17%
-$12,132.65 
MO Altria Group, Inc.
-2.16%
-$8,329.76 
TTD The Trade Desk, Inc. Class A
-2%
-$4,656.96 
CF CF Industries Holdings, Inc.
-1.99%
-$4,025.35 
CVX Chevron Corporation
-1.94%
-$8,383.04 
MSFT Microsoft Corp.
-1.83%
-$77,415.73 
ADP Automatic Data Processing Inc.
-1.83%
-$5,426.93 
AMT American Tower Corporation
-1.53%
-$11,854.08 
VLO Valero Energy Corporation
-1.47%
-$11,858.37 
ACN Accenture plc Class A
-1.3%
-$7,186.92 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.17%
-$5,448.96 
EOD Allspring Global Dividend Opportunity Fund
-1.08%
-$1,404.62 
INFY Infosys Limited
-1.06%
-$1,625 
PM Philip Morris International Inc.
-1.01%
-$4,562.1 
KO The Coca-Cola Company
-0.96%
-$9,915.18 
V Visa Inc. Class A
-0.95%
-$18,419.94 
CRTO Criteo S.A. American Depositary Receipt
-0.92%
-$1,823.62 
NFLX Netflix, Inc.
-0.9%
-$7,209.82 
ET Energy Transfer L.P.
-0.84%
-$1,983.53 
COST Costco Wholesale Corporation
-0.83%
-$12,774.33 
MLPA Global X MLP ETF
-0.68%
-$8,902.2 
VEEV Veeva Systems Inc.
-0.64%
-$1,823.51 
SCHW Charles Schwab Corporation
-0.5%
-$2,754.9 
KNSL Kinsale Capital Group Inc.
-0.49%
-$972.95 
DUK Duke Energy Corporation
-0.47%
-$1,738.73 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$14,775.4 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.43%
-$1,739.57 
META Meta Platforms Inc Class A
-0.38%
-$5,212.15 
MA Mastercard Incorporated
-0.32%
-$2,607.75 
SHEL Shell plc
-0.29%
-$2,144.75 
GHY PGIM Global High Yield Fund, Inc.
-0.25%
-$802.95 
PEP PepsiCo, Inc.
-0.25%
-$769.32 
DGX Quest Diagnostics Inc.
-0.24%
-$730 
WMT Walmart Inc.
-0.22%
-$2,285.28 
UNH UnitedHealth Group Incorporated
-0.21%
-$2,085.7 
PG Procter & Gamble Co
-0.17%
-$2,532.53 
GOOGL Alphabet Inc
-0.1%
-$2,850.65 
NEE NextEra Energy, Inc.
-0.07%
-$621.06 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$170.28 
T AT&T Inc.
-0.02%
-$38.59 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2184 | Longs Won 1534/2184 70% | Profit Factor 12.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,557.74 |
| Average Win $92,974.54 | Best Trade (Jun 11) $6.87M | Sharpe Ratio -4.75 |
| Average Loss -$17,041.42 | Worst Trade (Jun 11) -$1.67M | Z-Score 13.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $60,231.69 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
