Paul V. Ryan Jr Portfolio
Invests via FLAGSHIP WEALTH ADVISORS, LLC | Managed by Paul V. Ryan Jr
Invests via FLAGSHIP WEALTH ADVISORS, LLC
Managed by Paul V. Ryan Jr
Automatically Tracked
Paul V. Ryan Jr Profile
A veteran corporate executive and investor with deep experience in capital markets, M&A and governance, Paul V. Ryan Jr leads strategic initiatives across operating companies and investment portfolios. He has held senior executive and board roles supporting turnaround, growth and deal execution, and engages with private equity, family office and institutional investors on capital structure and value-creation strategies. Active in portfolio oversight and stakeholder relations.
A veteran corporate executive and investor with deep experience in capital markets, M&A and governance, Paul V. Ryan Jr leads strategic initiatives across operating companies and investment portfolios. He has held senior executive and board roles supporting turnaround, growth and deal execution, and engages with private equity, family office and institutional investors on capital structure and value-creation strategies. Active in portfolio oversight and stakeholder relations.
Investment Philosophy & Strategy
Brings a pragmatic, governance-focused investment approach prioritizing capital structure optimization, operational turnarounds and board-led value creation. Targets controlling or influential minority positions in underperforming companies where active oversight, M&A execution and disciplined cost/revenue initiatives can accelerate margin recovery. Balances private equity-style value creation with liquidity-aware capital markets timing; typical horizon is medium-to-long term with staged capital deployment tied to performance milestones. Emphasizes rigorous due diligence, aligned incentives for management, conservative leverage, and clear exit pathways through strategic sale or public-market realization.
Brings a pragmatic, governance-focused investment approach prioritizing capital structure optimization, operational turnarounds and board-led value creation. Targets controlling or influential minority positions in underperforming companies where active oversight, M&A execution and disciplined cost/revenue initiatives can accelerate margin recovery. Balances private equity-style value creation with liquidity-aware capital markets timing; typical horizon is medium-to-long term with staged capital deployment tied to performance milestones. Emphasizes rigorous due diligence, aligned incentives for management, conservative leverage, and clear exit pathways through strategic sale or public-market realization.
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:
3.61%
Gain
Monthly
0.19%
Yearly
2.33%
Drawdown
21.36%
$280.59M
Equity
Holdings
$280.59M
Investment
$230.77M
$56.09M
Profit -$1.1M
Realized
$6.28M
Unrealized
$49.82M
Dividends
$5.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.1M
Win %
79%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$257,838.07
Win %
79%
This Month
Compared to last month
Gain
0.34%
Profit
$952,848.85
Win %
79%
This Year
Compared to last year
Gain
13.83%
Profit
$34.1M
Win %
78%
ABT Abbott Laboratories
+10.62%
+$6,636 
IR Ingersoll Rand Inc.
+6.37%
+$443.52 
MAT Mattel Inc.
+5.92%
+$79.54 
ACN Accenture plc Class A
+5.87%
+$201.12 
SLVM Sylvamo Corporation
+5.72%
+$38.7 
TAP Molson Coors Beverage Company
+5.63%
+$446 
GT The Goodyear Tire & Rubber Company
+5.49%
+$148 
MCK McKesson Corporation
+5.33%
+$6,961.8 
PM Philip Morris International Inc.
+4.34%
+$9,420 
ROP Roper Technologies Inc.
+4.33%
+$3,621.6 
MDLZ Mondelez International, Inc.
+4.33%
+$2,108.2 
SJM The J.M. Smucker Company
+4.1%
+$683.91 
MRMD MariMed Inc.
+4.09%
+$11.54 
ABBV AbbVie Inc.
+4.01%
+$27,814.32 
SYK Stryker Corporation
+3.92%
+$2,854.3 
DEO Diageo plc Sponsored ADR
+3.88%
+$274.34 
VTRS Viatris Inc.
+3.87%
+$721.75 
WM Waste Management, Inc.
+3.87%
+$16,065 
O Realty Income Corporation
+3.77%
+$1,652.81 
OTIS Otis Worldwide Corporation
+3.76%
+$999.12 
SOLV Solventum Corporation
+3.75%
+$587 
MDT Medtronic plc
+3.72%
+$1,121.25 
CPB The Campbell's Company
+3.68%
+$161 
GIS General Mills, Inc.
+3.67%
+$4,258.8 
UNP Union Pacific Corporation
+3.56%
+$5,407.28 
ZBH Zimmer Biomet Holdings, Inc.
+3.56%
+$256.8 
ADP Automatic Data Processing Inc.
+3.52%
+$10,739.43 
STZ Constellation Brands, Inc.
+3.52%
+$1,759.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.38%
+$255 
BR Broadridge Financial Solutions, Inc.
+3.31%
+$488.5 
MO Altria Group, Inc.
+3.29%
+$2,552 
IBM International Business Machines Corporation
+3.28%
+$16,684.14 
GILD Gilead Sciences Inc.
+3.27%
+$1,288.69 
GEHC GE HealthCare Technologies Inc.
+3.24%
+$893.8 
LW Lamb Weston Holdings, Inc.
+3.22%
+$146.5 
CRM Salesforce Inc
+3.19%
+$42.64 
SBUX Starbucks Corporation
+3.15%
+$662 
KHC The Kraft Heinz Company
+3.12%
+$219.42 
FNF Fidelity National Financial, Inc.
+3.1%
+$304.78 
MRK Merck & Co., Inc.
+3.07%
+$2,649.21 
MRSH Marsh & McLennan Companies, Inc.
+3.05%
+$161.4 
MCD McDonald's Corporation
+3.05%
+$5,429.7 
ALLE Allegion plc
+3.04%
+$136.29 
PEP PepsiCo, Inc.
+2.96%
+$12,503.18 
NSC Norfolk Southern Corporation
+2.96%
+$10,195.5 
COST Costco Wholesale Corporation
+2.9%
+$9,450.1 
BMY Bristol-Myers Squibb Company
+2.89%
+$11,200.56 
XYL Xylem Inc.
+2.87%
+$1,155.36 
WELL Welltower Inc.
+2.86%
+$4,776.2 
RSG Republic Services, Inc.
+2.86%
+$149.04 
KO The Coca-Cola Company
+2.83%
+$7,922 
T AT&T Inc.
+2.78%
+$6,595.57 
HSY The Hershey Company
+2.76%
+$1,878 
CSX CSX Corporation
+2.75%
+$16,156.8 
CL Colgate-Palmolive Company
+2.74%
+$2,008 
LOW Lowe's Companies Inc.
+2.73%
+$4,408.25 
PSX Phillips 66
+2.73%
+$2,675 
PPG PPG Industries Inc.
+2.68%
+$1,236 
FISV Fiserv, Inc.
+2.67%
+$2,427.72 
XLP Consumer Staples Select Sector SPDR Fund
+2.64%
+$870.98 
AZO AutoZone Inc.
+2.62%
+$779 
IP International Paper Company
+2.61%
+$192 
SPG Simon Property Group, Inc.
+2.61%
+$1,065.36 
CTVA Corteva Inc.
+2.6%
+$974.58 
BCE BCE Inc.
+2.59%
+$1,417.92 
MA Mastercard Incorporated
+2.58%
+$8,164.66 
VZ Verizon Communications Inc.
+2.54%
+$4,606.34 
RPM RPM International Inc.
+2.53%
+$407.16 
GSK GSK plc Sponsored ADR
+2.51%
+$1,447.38 
CMCSA Comcast Corp
+2.49%
+$938.34 
FBIN Fortune Brands Innovations Inc.
+2.45%
+$562.24 
YUMC Yum China Holdings Inc.
+2.43%
+$378 
VLO Valero Energy Corporation
+2.43%
+$3,542.9 
HDV iShares Core High Dividend ETF
+2.4%
+$11,015.73 
IFF International Flavors & Fragrances Inc.
+2.36%
+$356 
DRI Darden Restaurants, Inc.
+2.35%
+$2,941.18 
OKE ONEOK, Inc.
+2.33%
+$14,859.08 
PFGC Performance Food Group Co.
+2.3%
+$7,620 
TJX The TJX Companies, Inc.
+2.29%
+$10,137.8 
KMB Kimberly-Clark Corporation
+2.25%
+$958 
DIS The Walt Disney Company
+2.14%
+$1,214.72 
CAG Conagra Brands Inc.
+2.14%
+$90.3 
PHO Invesco Water Resources ETF
+2.13%
+$369.57 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$2,059.07 
WMT Walmart Inc.
+2.12%
+$4,486.03 
IYR iShares U.S. Real Estate ETF
+2.1%
+$10.93 
UL Unilever PLC Sponsored American Depositary Receipt
+2.08%
+$1,370.88 
PYPL PayPal Holdings Inc
+2.05%
+$1,260.84 
LNC Lincoln National Corporation
+2.05%
+$15.96 
GWW W.W. Grainger, Inc.
+2.05%
+$5,616 
VNQ Vanguard Real Estate ETF
+2.04%
+$1,572 
PG Procter & Gamble Co
+2.01%
+$11,175 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$219,437.36 
SDY SPDR S&P Dividend ETF
+1.88%
+$80.36 
ITB iShares U.S. Home Construction ETF
+1.88%
+$397.44 
IYH iShares U.S. Healthcare ETF
+1.84%
+$922.5 
XLRE The Real Estate Select Sector SPDR Fund
+1.82%
+$1,904.31 
CLX The Clorox Company
+1.81%
+$704 
EMN Eastman Chemical Company
+1.8%
+$90.28 
EPD Enterprise Products Partners L.P.
+1.76%
+$79.86 
SPLV Invesco S&P 500 Low Volatility ETF
+1.74%
+$537.1 
SYY Sysco Corporation
+1.71%
+$552 
COWZ Pacer US Cash Cows 100 ETF
+1.7%
+$3,542.5 
VHT Vanguard Health Care ETF
+1.62%
+$1,161.6 
TFC Truist Financial Corporation
+1.61%
+$816.85 
AMLP Alerian MLP ETF
+1.6%
+$1,105 
ED Consolidated Edison, Inc.
+1.6%
+$3,872 
KD Kyndryl Holdings Inc.
+1.58%
+$7.4 
EMR Emerson Electric Co.
+1.56%
+$5,493.27 
TRV The Travelers Companies, Inc.
+1.56%
+$5,859.6 
DVY iShares Select Dividend ETF
+1.55%
+$20,743.56 
AFL Aflac Inc.
+1.53%
+$2,220 
UGI UGI Corporation
+1.52%
+$430.65 
ES Eversource Energy
+1.5%
+$1,599.51 
HD The Home Depot, Inc.
+1.49%
+$2,560.32 
KMI Kinder Morgan, Inc.
+1.48%
+$292.19 
UNH UnitedHealth Group Incorporated
+1.47%
+$406.56 
AAPL Apple Inc.
+1.46%
+$60,322.57 
UBER Uber Technologies, Inc.
+1.45%
+$2,083.62 
MLPA Global X MLP ETF
+1.41%
+$570.57 
SO The Southern Company
+1.41%
+$1,064 
LLY Eli Lilly and Company
+1.4%
+$20,332.89 
PBA Pembina Pipeline Corporation
+1.37%
+$1,058.46 
DHR Danaher Corporation
+1.37%
+$90.75 
LII Lennox International Inc.
+1.3%
+$157.3 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.29%
+$961.87 
MSI Motorola Solutions, Inc.
+1.22%
+$4,577.37 
SHW The Sherwin-Williams Company
+1.22%
+$2,531.25 
HON Honeywell International Inc.
+1.21%
+$892.65 
HIG The Hartford Insurance Group, Inc.
+1.16%
+$517.92 
MSFT Microsoft Corp.
+1.15%
+$14,419.07 
DHI D.R. Horton, Inc.
+1.14%
+$235.28 
DUK Duke Energy Corporation
+1.12%
+$782.57 
JNJ Johnson & Johnson
+1.12%
+$5,434.44 
CVX Chevron Corporation
+1.11%
+$11,950.32 
EVRG Evergy Inc.
+1.11%
+$190 
COF Capital One Financial Corporation
+1.06%
+$2,126.76 
COP ConocoPhillips
+1.03%
+$1,035 
ROK Rockwell Automation, Inc.
+1.02%
+$629.09 
WAB Wabtec Corporation
+1.02%
+$132 
XOM Exxon Mobil Corporation
+1.02%
+$15,826.02 
WEC WEC Energy Group Inc.
+1.01%
+$683.4 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$61,080.44 
PFE Pfizer Inc.
+0.99%
+$3,878.59 
TGT Target Corporation
+0.99%
+$1,027.85 
IWN iShares Russell 2000 Value ETF
+0.98%
+$1,410.46 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$3,444.01 
GD General Dynamics Corporation
+0.95%
+$402.52 
OGE Oge Energy Corp.
+0.94%
+$184 
XLE Energy Select Sector SPDR Fund
+0.92%
+$944.84 
BX Blackstone Inc.
+0.9%
+$1,735.08 
ESP Espey Mfg. & Electronics Corp.
+0.87%
+$242.06 
HPQ HP Inc.
+0.86%
+$718.52 
DTE DTE Energy Company
+0.86%
+$659.07 
MMM 3M Company
+0.83%
+$1,633.46 
CF CF Industries Holdings, Inc.
+0.78%
+$1,595.28 
D Dominion Energy, Inc.
+0.75%
+$190.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$880.06 
AMP Ameriprise Financial, Inc.
+0.71%
+$300.4 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$15,092.8 
NSRGY Nestle S.A. Sponsored ADR
+0.68%
+$284 
XEL Xcel Energy Inc.
+0.67%
+$300.51 
IWD iShares Russell 1000 Value ETF
+0.64%
+$226.66 
VOOV Vanguard S&P 500 Value ETF
+0.63%
+$23,477.55 
ALL Allstate Corporation
+0.63%
+$2,254.43 
AXP American Express Company
+0.56%
+$1,016.88 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$12,059.86 
ETHO Amplify Etho Climate Leadership U.S. ETF
+0.53%
+$15.27 
MAR Marriott International Inc. - Class A
+0.5%
+$349.65 
CARR Carrier Global Corporation
+0.49%
+$263.31 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$450.85 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$4,815.02 
XLB Materials Select Sector SPDR Fund
+0.44%
+$30.36 
MFC Manulife Financial Corporation
+0.4%
+$109.31 
VTV Vanguard Value ETF
+0.38%
+$41,572.13 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$430.95 
FDVV Fidelity High Dividend ETF
+0.36%
+$38,051.55 
AEP American Electric Power Company, Inc.
+0.33%
+$103.2 
ILCV iShares Morningstar Value ETF
+0.28%
+$442.5 
A Agilent Technologies Inc.
+0.26%
+$6.65 
NEE NextEra Energy, Inc.
+0.26%
+$1,163.34 
CVS CVS Health Corporation
+0.24%
+$90.48 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$3,040.34 
VPU Vanguard Utilities ETF
+0.23%
+$1,798.69 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$37,650.24 
WFC Wells Fargo & Company
+0.22%
+$498.42 
IWR iShares Russell Mid-Cap ETF
+0.2%
+$23.98 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.17%
+$2,470.78 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$123.6 
FDRR Fidelity Dividend ETF for Rising Rates
+0.15%
+$2,296.6 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.09%
+$57.31 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$86.7 
VB Vanguard Small-Cap ETF
+0.05%
+$573.82 
SYF Synchrony Financial
+0.04%
+$7.11 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$5.09 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$124.8 
XLF Financial Select Sector SPDR Fund
+0.01%
+$2.94 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$0.53 
ALE Allete Inc.
0%
$0 
AZN
0%
$0 
BAM
0%
$0 
CNG04B70N
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JPLD JPMorgan Limited Duration ETF
0%
$0 
K Kellanova Inc.
0%
$0 
KLG W.K. Kellogg Co.
0%
$0 
MRNA Moderna, Inc.
-7.46%
-$814.4 
INTC Intel Corporation
-6.72%
-$692 
CRSP Crispr Therapeutics AG
-6.58%
-$676.02 
ORCL Oracle Corporation
-6.49%
-$5,091.2 
LEU Centrus Energy Corp.
-6.14%
-$211.31 
AMD Advanced Micro Devices, Inc.
-6.07%
-$2,570.4 
AVGO Broadcom Inc.
-5.52%
-$3,245.22 
GS The Goldman Sachs Group, Inc.
-5.32%
-$27,050.94 
SOXX iShares Semiconductor ETF
-5.18%
-$9,950.96 
PBW Invesco WilderHill Clean Energy ETF
-4.87%
-$986 
DELL Dell Technologies Inc.
-4.84%
-$1,178.82 
NLR VanEck Uranium and Nuclear ETF
-4.84%
-$8,203.37 
GOOGL Alphabet Inc
-4.78%
-$61,241.18 
MS Morgan Stanley
-4.77%
-$4,320.36 
HPE Hewlett Packard Enterprise Company
-4.73%
-$3,375.68 
GOOG Alphabet Inc
-4.7%
-$82,941.24 
ELV Elevance Health, Inc.
-4.7%
-$1,283.1 
CI The Cigna Group
-4.65%
-$304.48 
CAT Caterpillar Inc.
-4.45%
-$2,968.91 
SCLX Scilex Holding Company
-4.45%
-$0.82 
GE General Electric Company
-4.44%
-$21,616 
SMH VanEck Semiconductor ETF
-4.33%
-$98,367.5 
FCX Freeport-McMoRan Inc.
-4.3%
-$1,525.12 
ARKK ARK Innovation ETF Fund
-4.09%
-$433.58 
ICLN iShares Global Clean Energy ETF
-4.06%
-$58.9 
DRIV Global X Autonomous & Electric Vehicles ETF
-4.01%
-$247.39 
SLV iShares Silver Trust
-3.93%
-$1,230 
ETN Eaton Corporation plc
-3.88%
-$2,881.8 
TXN Texas Instruments Inc
-3.85%
-$1,230.66 
PSLV Sprott Physical Silver Trust
-3.72%
-$956.34 
GDX VanEck Gold Miners ETF
-3.72%
-$429.78 
ARKG ARK Genomic Revolution ETF
-3.67%
-$89.39 
AIQ Global X Artificial Intelligence & Technology ETF
-3.32%
-$223.3 
VALE Vale S.A.
-3.07%
-$20.7 
NVDA NVIDIA Corporation
-2.98%
-$226,388.72 
PWR Quanta Services Inc.
-2.96%
-$20,226.26 
META Meta Platforms Inc Class A
-2.91%
-$21,194.43 
KLAC KLA Corporation
-2.9%
-$10,790 
IXN iShares Global Tech ETF
-2.85%
-$2,093.28 
THNQ Robo Global Artificial Intelligence ETF
-2.81%
-$149.45 
VFMO Vanguard U.S. Momentum Factor Fund
-2.74%
-$14,377.5 
NXT Nextracker Inc.
-2.73%
-$149 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$9,369.6 
C Citigroup Inc.
-2.51%
-$402.22 
VGT Vanguard Information Technology ETF
-2.35%
-$21,920 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$539.56 
VONG Vanguard Russell 1000 Growth Fund
-2.3%
-$7,310.35 
GEV GE Vernova Inc.
-2.29%
-$7,915.03 
EBAY eBay Inc.
-2.29%
-$2,530.98 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.28%
-$125,666.21 
IEMG iShares Core MSCI Emerging Markets ETF
-2.25%
-$5,649.24 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$9,835.52 
XMMO Invesco S&P MidCap Momentum ETF
-2.13%
-$171,147.25 
VEGN US Vegan Climate ETF
-2.12%
-$939.49 
VOOG Vanguard S&P 500 Growth ETF
-2.08%
-$104,245.74 
GLD SPDR Gold Shares
-2.07%
-$102,458.19 
SXT Sensient Technologies Corporation
-2.06%
-$468 
CSCO Cisco Systems, Inc.
-2.03%
-$4,129.13 
IAU iShares Gold Trust
-2.02%
-$4,563.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.01%
-$94,923.1 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$507,792 
PHYS Sprott Physical Gold Trust
-1.95%
-$795.51 
TGRT T. Rowe Price Growth ETF
-1.88%
-$78,553.17 
AMZN Amazon.com Inc
-1.85%
-$22,740.44 
GARP iShares MSCI USA Quality GARP ETF
-1.75%
-$10,650 
VUG Vanguard Growth ETF
-1.74%
-$385,963.92 
DOW Dow Inc.
-1.6%
-$145.35 
XLG Invesco S&P 500 Top 50 ETF
-1.55%
-$47,361.24 
BA Boeing Company
-1.54%
-$2,271.38 
ROBO ROBO Global Robotics & Automation Index ETF
-1.53%
-$231.24 
TWLO Twilio Inc.
-1.49%
-$31.6 
VOT Vanguard Mid-Cap Growth ETF
-1.45%
-$1,280.3 
JPM JPMorgan Chase & Co.
-1.42%
-$17,894.37 
VSGX Vanguard ESG International Stock ETF
-1.32%
-$397.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$43.68 
TSLA Tesla, Inc.
-1.24%
-$14,175.7 
JCI Johnson Controls International plc
-1.23%
-$61.6 
RTX RTX Corporation
-1.21%
-$2,461.99 
FFLC Fidelity Large Cap Core Fund
-1.12%
-$12,291.19 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.1%
-$44,743.93 
IWL iShares Russell Top 200 ETF
-1.06%
-$69.65 
FELC Fidelity Enhanced Large Cap Core ETF
-1.03%
-$56,197.24 
MGC Vanguard Mega Cap ETF
-1.02%
-$56,072.88 
JPEF JPMorgan Equity Focus ETF
-0.98%
-$29,856.8 
BP BP p.l.c. Sponsored ADR
-0.96%
-$366.56 
ESGU iShares ESG Aware MSCI USA ETF
-0.95%
-$838.98 
BLK BlackRock, Inc.
-0.95%
-$1,519.98 
TT Trane Technologies plc
-0.94%
-$454 
EFA iShares MSCI EAFE ETF
-0.94%
-$27,851.86 
SPHQ Invesco S&P 500 Quality ETF
-0.93%
-$7,124.8 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.92%
-$2,400 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$96.66 
ESGV Vanguard ESG U.S. Stock ETF
-0.91%
-$59.78 
DD DuPont de Nemours, Inc.
-0.87%
-$120.24 
LHX L3Harris Technologies, Inc.
-0.86%
-$876.85 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.84%
-$3,749.08 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$125,093.46 
VOO Vanguard S&P 500 ETF
-0.84%
-$38,714.64 
IVV iShares Core S&P 500 ETF
-0.83%
-$9,735.54 
EPS WisdomTree U.S. LargeCap Fund
-0.83%
-$50,343.96 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.82%
-$5,740.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.81%
-$103.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$546.04 
PANW Palo Alto Networks, Inc.
-0.77%
-$364.48 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.75%
-$944.88 
BKIE BNY Mellon International Equity ETF
-0.74%
-$31,542.5 
BN Brookfield Corporation
-0.72%
-$102.72 
PEG Public Service Enterprise Group Incorporated
-0.7%
-$955.36 
SUSA iShares MSCI USA ESG Select ETF
-0.68%
-$823.96 
CATH Global X S&P 500 Catholic Values ETF
-0.68%
-$338.77 
FEZ SPDR Euro Stoxx 50 ETF
-0.67%
-$320.77 
INCO Columbia India Consumer ETF
-0.61%
-$432 
ERTH Invesco MSCI Sustainable Future ETF
-0.6%
-$63.13 
NUE Nucor Corporation
-0.58%
-$1,115.04 
IXG iShares Global Financials ETF
-0.54%
-$53.25 
YUM Yum! Brands, Inc.
-0.53%
-$986.15 
IGV iShares Expanded Tech-Software Sector ETF
-0.43%
-$46 
IWM iShares Russell 2000 ETF
-0.41%
-$1,496.39 
WBD Warner Bros. Discovery, Inc.
-0.4%
-$164.67 
HST Host Hotels & Resorts Inc.
-0.4%
-$15.11 
GRNB VanEck Green Bond ETF
-0.37%
-$108.54 
F Ford Motor Company
-0.35%
-$127.75 
BAC Bank of America Corporation
-0.23%
-$1,379.82 
XLI Industrial Select Sector SPDR Fund
-0.22%
-$228.15 
NFLX Netflix, Inc.
-0.21%
-$104.61 
ITT Itt Inc.
-0.17%
-$53.12 
VGLT Vanguard Long-Term Treasury Fund
-0.12%
-$4,828.65 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$10.26 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$2.12 
LMT Lockheed Martin Corporation
-0.1%
-$269.79 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$5,469.41 
NUSC Nuveen ESG Small-Cap ETF
-0.06%
-$12.3 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$2.3 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.04%
-$1.25 
NXP Nuveen Select Tax-Free Income Portfolio
-0.04%
-$34.37 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$6.66 
PAVE Global X U.S. Infrastructure Development ETF
-0.03%
-$38.17 
VAW Vanguard Materials ETF
-0.02%
-$28.04 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$0.66 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$4.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$7.48 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1098 | Longs Won 768/1098 69% | Profit Factor 16.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,878.21 |
| Average Win $77,625.51 | Best Trade (Jul 13) $5.42M | Sharpe Ratio -10.9 |
| Average Loss -$10,640.39 | Worst Trade (Mar 31) -$275,390.18 | Z-Score 11.7 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $51,087.86 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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
