TCL
Therese C.D. Linden Portfolio
Invests via Bank of New Hampshire | Managed by Therese C.D. Linden
Invests via Bank of New Hampshire
Managed by Therese C.D. Linden
Automatically Tracked
Therese C.D. Linden Profile
With a robust career in financial services, Therese C.D. Linden stands out as a seasoned investment professional adept at navigating complex markets. Her experience encompasses high-stakes corporate finance and advisory roles where she has successfully guided clients through multifaceted investment landscapes. Known for her strategic insights and operational excellence, she plays a pivotal role in steering financial strategies that drive growth and enhance shareholder value. A graduate of a prestigious business school, her academic credentials complement years spent influencing critical decisions within various sectors.
With a robust career in financial services, Therese C.D. Linden stands out as a seasoned investment professional adept at navigating complex markets. Her experience encompasses high-stakes corporate finance and advisory roles where she has successfully guided clients through multifaceted investment landscapes. Known for her strategic insights and operational excellence, she plays a pivotal role in steering financial strategies that drive growth and enhance shareholder value. A graduate of a prestigious business school, her academic credentials complement years spent influencing critical decisions within various sectors.
Investment Philosophy & Strategy
A keen observer of market dynamics, Therese C.D. Linden leverages her extensive experience to identify unique investment opportunities. Her leadership in corporate finance equips her with the ability to assess risks while capitalizing on strategic growth initiatives across diverse sectors. Emphasizing a tailored approach, she focuses on operational efficiency and stakeholder alignment in every venture undertaken. With a proactive mindset shaped by years of advisory excellence, decision-making is grounded in empirical analysis and forward-thinking strategies that foster innovation and sustainable value creation.
A keen observer of market dynamics, Therese C.D. Linden leverages her extensive experience to identify unique investment opportunities. Her leadership in corporate finance equips her with the ability to assess risks while capitalizing on strategic growth initiatives across diverse sectors. Emphasizing a tailored approach, she focuses on operational efficiency and stakeholder alignment in every venture undertaken. With a proactive mindset shaped by years of advisory excellence, decision-making is grounded in empirical analysis and forward-thinking strategies that foster innovation and sustainable value creation.
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:
41.12%
Gain +0.35%
Monthly
0.53%
Yearly
6.5%
Drawdown
15.56%
$478.1M
Equity
Holdings
$478.1M
Investment
$312.57M
$164.02M
Profit +$2.18M
Realized
-$1.51M
Unrealized
$165.53M
Dividends
$31.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$2.18M
Win %
73%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$2.6M
Win %
73%
This Month
Compared to last month
Gain
-0.79%
Profit
-$3.79M
Win %
73%
This Year
Compared to last year
Gain
5.09%
Profit
$23.79M
Win %
73%
ALB Albemarle Corporation
+7.18%
+$1,872.88 
INTC Intel Corporation
+6.51%
+$19,763.17 
ASPI ASP Isotopes Inc.
+5.14%
+$960 
CDE Coeur Mining, Inc.
+4.94%
+$4,846.23 
FN Fabrinet
+4.94%
+$138,172.5 
AMD Advanced Micro Devices, Inc.
+4.75%
+$231,678.62 
TLN Talen Energy Corporation
+4.58%
+$1,688.46 
SVIX -1X Short VIX Futures ETF
+4.55%
+$2,897.28 
ANET Arista Networks, Inc.
+4.38%
+$81,110.85 
FOUR Shift4 Payments, Inc.
+4.35%
+$3,592.93 
QCOM QUALCOMM Incorporated
+4.32%
+$35,434.2 
ACLS Axcelis Technologies, Inc.
+3.77%
+$1,172.45 
KD Kyndryl Holdings Inc.
+3.72%
+$4.2 
DPZ Domino's Pizza Inc.
+3.72%
+$1,452.5 
ECG Everus Construction Group, Inc.
+3.67%
+$2,663.87 
GEV GE Vernova Inc.
+3.65%
+$34,653.98 
PWR Quanta Services Inc.
+3.57%
+$9,892.2 
PAAS Pan American Silver Corp.
+3.48%
+$2,170.8 
IP International Paper Company
+3.48%
+$1,482.3 
BHP BHP Group Ltd.
+3.22%
+$8,490 
AEM Agnico Eagle Mines Limited
+3.15%
+$1,560.58 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$931 
FCX Freeport-McMoRan Inc.
+3.1%
+$4,120.27 
DD DuPont de Nemours Inc.
+3.02%
+$650.9 
GDX VanEck Gold Miners ETF
+2.98%
+$4,060 
AMG Affiliated Managers Group Inc.
+2.96%
+$11,098.28 
EPAM Epam Systems Inc.
+2.91%
+$78.3 
KGC Kinross Gold Corporation
+2.9%
+$5,179.68 
CEG Constellation Energy Corporation
+2.86%
+$62,625.15 
BCS Barclays PLC Sponsored ADR
+2.83%
+$2,715.3 
CME CME Group Inc.
+2.8%
+$23,350.95 
RL Ralph Lauren Corporation
+2.72%
+$94,976.28 
NEM Newmont Corporation
+2.69%
+$2,343.33 
CF CF Industries Holdings, Inc.
+2.69%
+$373.1 
RJF Raymond James Financial Inc.
+2.64%
+$45,871.08 
AMAT Applied Materials, Inc.
+2.63%
+$97,487.21 
GS The Goldman Sachs Group, Inc.
+2.61%
+$8,238.05 
UAL United Airlines Holdings, Inc.
+2.58%
+$6,611.52 
FITB Fifth Third Bancorp
+2.47%
+$615.12 
VZ Verizon Communications Inc.
+2.46%
+$14,774.76 
T AT&T Inc.
+2.46%
+$5,506.49 
ACMR Acm Research Inc.
+2.45%
+$1,611 
MCHP Microchip Technology Incorporated
+2.45%
+$14,150.5 
DVA DaVita Inc.
+2.37%
+$361.5 
SOLS Sollensys Corp.
+2.33%
+$398.79 
JPM JPMorgan Chase & Co.
+2.3%
+$187,308.72 
HCA HCA Healthcare Inc.
+2.3%
+$5,443.75 
USB U.S. Bancorp
+2.27%
+$1,589.03 
CMCSA Comcast Corp
+2.23%
+$1,305.4 
PII Polaris Inc.
+2.22%
+$46.2 
AXP American Express Company
+2.18%
+$56,072.68 
VALE Vale S.A.
+2.18%
+$3,230.41 
SYK Stryker Corporation
+2.11%
+$97,119.49 
NUE Nucor Corporation
+2.09%
+$3,678.75 
UTG Reaves Utility Income Fund
+2.04%
+$1,279.2 
STAG Stag Industrial Inc.
+2.03%
+$2,387 
CCJ Cameco Corporation
+2.01%
+$17,671.2 
TTD The Trade Desk, Inc. Class A
+2.01%
+$33.06 
PM Philip Morris International Inc.
+2.01%
+$25,863.75 
HL Hecla Mining Company
+2%
+$1,828.8 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+1.94%
+$456.95 
EXE Expand Energy Corporation
+1.94%
+$319.41 
TGT Target Corporation
+1.94%
+$257.5 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$1,893.87 
ENR Energizer Holdings Inc.
+1.91%
+$82.46 
XLB Materials Select Sector SPDR Fund
+1.9%
+$29,954.92 
TSLA Tesla, Inc.
+1.88%
+$4,690.63 
PRU Prudential Financial, Inc.
+1.87%
+$3,203.9 
IPAY Amplify Digital Payments ETF
+1.82%
+$736.12 
D Dominion Energy, Inc.
+1.81%
+$4,579 
HBAN Huntington Bancshares Incorporated
+1.8%
+$2,946.55 
PAYC Paycom Software, Inc.
+1.71%
+$171.76 
SF Stifel Financial Corp.
+1.71%
+$18,252.42 
PNR Pentair plc
+1.7%
+$3,013.4 
CFG Citizens Financial Group, Inc.
+1.68%
+$616 
WELL Welltower Inc.
+1.68%
+$642.46 
ZBH Zimmer Biomet Holdings, Inc.
+1.66%
+$181.25 
REDWX GreenFi Redwood Fund
+1.65%
+$60 
HE Hawaiian Electric Industries Inc.
+1.63%
+$10.75 
RIO Rio Tinto Plc Sponsored ADR
+1.63%
+$464.75 
VRT Vertiv Holdings Co
+1.63%
+$3,346.5 
WAL Western Alliance Bancorporation
+1.63%
+$2,718.86 
ET Energy Transfer L.P.
+1.63%
+$4,991.94 
STT State Street Corp
+1.63%
+$58.96 
GLW Corning Incorporated
+1.62%
+$29,346.46 
WFC Wells Fargo & Company
+1.62%
+$1,628.7 
IRM Iron Mountain Inc.
+1.61%
+$1,838.2 
UNP Union Pacific Corporation
+1.58%
+$8,257.75 
LIN Linde plc
+1.58%
+$1,219.5 
BX Blackstone Inc.
+1.57%
+$1,206.5 
BLK BlackRock, Inc.
+1.56%
+$6,556.93 
OKE ONEOK, Inc.
+1.56%
+$973 
EXC Exelon Corporation
+1.54%
+$4,720.8 
BAC Bank of America Corporation
+1.52%
+$45,208.8 
DAL Delta Air Lines, Inc.
+1.5%
+$2,200.47 
ENSG The Ensign Group, Inc.
+1.5%
+$202.4 
CAT Caterpillar Inc.
+1.49%
+$8,304.59 
BG Bunge Global S.A.
+1.47%
+$4,116.19 
COF Capital One Financial Corporation
+1.47%
+$785.24 
GPC Genuine Parts Company
+1.46%
+$67.28 
MET MetLife Inc.
+1.45%
+$928.37 
SYF Synchrony Financial
+1.43%
+$1,236.83 
NRG NRG Energy, Inc.
+1.42%
+$1,172.5 
COP ConocoPhillips
+1.4%
+$6,518.88 
OMC Omnicom Group Inc.
+1.4%
+$15.9 
SPGI S&P Global Inc.
+1.37%
+$369.2 
TXN Texas Instruments Inc
+1.36%
+$16,791.71 
XSD SPDR S&P Semiconductor ETF
+1.36%
+$4,918.64 
FISV Fiserv, Inc.
+1.36%
+$493.2 
KNF Knife River Corporation
+1.36%
+$520.15 
MTG MGIC Investment Corporation
+1.35%
+$26,464.6 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$843.92 
ICVT iShares Convertible Bond ETF
+1.34%
+$146.94 
PHG Koninklijke Philips N.V.
+1.32%
+$34,084.96 
O Realty Income Corporation
+1.32%
+$896.5 
LAMR Lamar Advertising Company
+1.31%
+$19.9 
NEE NextEra Energy, Inc.
+1.3%
+$7,162.61 
MFC Manulife Financial Corporation
+1.29%
+$2,437.49 
ABBV AbbVie Inc.
+1.29%
+$43,601.43 
TROW T. Rowe Price Group, Inc.
+1.26%
+$301.4 
APD Air Products and Chemicals, Inc.
+1.26%
+$700 
EVRG Evergy Inc.
+1.26%
+$186.16 
C Citigroup Inc.
+1.24%
+$1,471.47 
DIVB iShares Core Dividend ETF
+1.24%
+$2,220.72 
NI NiSource Inc.
+1.22%
+$285 
DCI Donaldson Company, Inc.
+1.22%
+$1,220.96 
XEL Xcel Energy Inc.
+1.21%
+$1,167.55 
CAH Cardinal Health Inc.
+1.21%
+$51,298.71 
VLO Valero Energy Corporation
+1.2%
+$2,959.47 
DVY iShares Select Dividend ETF
+1.19%
+$6,510 
AFL Aflac Inc.
+1.17%
+$23,177.12 
VPU Vanguard Utilities ETF
+1.16%
+$198.9 
ITW Illinois Tool Works Inc.
+1.16%
+$10,495.8 
AVSC Avantis U.S. Small Cap Equity ETF
+1.15%
+$1,592.46 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$1,648.34 
VST Vistra Corp
+1.14%
+$377.95 
DELL Dell Technologies Inc.
+1.13%
+$3,951.56 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$385.53 
PSMT PriceSmart Inc.
+1.11%
+$128.64 
ETR Entergy Corporation
+1.11%
+$80.52 
ICE Intercontinental Exchange, Inc.
+1.11%
+$27,923.28 
IR Ingersoll Rand Inc.
+1.11%
+$1,552.77 
VSNT Versant Media Group, Inc.
+1.1%
+$19.36 
AZO AutoZone Inc.
+1.08%
+$167 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$1,035.5 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$1,943.7 
NSC Norfolk Southern Corporation
+1.07%
+$4,931.9 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$68.2 
PLD Prologis Inc.
+1.06%
+$368.16 
JNJ Johnson & Johnson
+1.05%
+$37,062.5 
XNTK SPDR NYSE Technology ETF
+1.05%
+$215.32 
V Visa Inc. Class A
+1.05%
+$10,297.26 
VTRS Viatris Inc.
+1.04%
+$524.28 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$846.88 
MPC Marathon Petroleum Corporation
+1.03%
+$804 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$71.24 
PBI Pitney Bowes Inc.
+1.02%
+$133.18 
CI The Cigna Group
+1.01%
+$3,992.45 
MDU MDU Resources Group, Inc.
+1%
+$424.2 
ORLY O'Reilly Automotive Inc.
+1%
+$42,916.6 
IJR iShares Core S&P Small-Cap ETF
+1%
+$3,234.78 
ARCC Ares Capital Corporation
+1%
+$15,141.86 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$448 
VO Vanguard Mid-Cap ETF
+0.97%
+$117,877.3 
APPF Appfolio Inc.
+0.96%
+$19.89 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$129 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$45,097.65 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$510 
VTV Vanguard Value ETF
+0.94%
+$3,276.45 
WTRG Essential Utilities Inc.
+0.94%
+$131.25 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$20,367 
ALL Allstate Corporation
+0.93%
+$4,273.78 
ORI Old Republic International Corp.
+0.93%
+$153.72 
HIG The Hartford Insurance Group, Inc.
+0.93%
+$3,252.27 
MTCH Match Group, Inc.
+0.93%
+$172.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$4,024.05 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$22,595.87 
XYL Xylem Inc.
+0.92%
+$124 
IYR iShares U.S. Real Estate ETF
+0.91%
+$9.4 
IWM iShares Russell 2000 ETF
+0.9%
+$7,650.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$8,730.45 
DEMZ Democratic Large Cap Core ETF
+0.89%
+$1,476.1 
HUBS HubSpot, Inc.
+0.89%
+$74.25 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$1,466.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$19.2 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.88%
+$16,378.63 
GERN Geron Corporation
+0.88%
+$20 
COLL Collegium Pharmaceutical Inc.
+0.87%
+$42 
OTIS Otis Worldwide Corporation
+0.87%
+$353.19 
SMOT VanEck Morningstar SMID Moat ETF
+0.86%
+$10,290.06 
FTNT Fortinet Inc.
+0.85%
+$365.8 
THC Tenet Healthcare Corporation
+0.85%
+$315.65 
DEO Diageo plc Sponsored ADR
+0.85%
+$8.28 
PG Procter & Gamble Co
+0.85%
+$19,856.61 
ED Consolidated Edison, Inc.
+0.84%
+$158.4 
THG Hanover Insurance Group, Inc.
+0.84%
+$231 
VTR Ventas Inc.
+0.83%
+$875 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$177.92 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$649.75 
SRE Sempra
+0.82%
+$300 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$581.4 
VDE Vanguard Energy ETF
+0.81%
+$275.1 
TPHD Timothy Plan High Dividend Stock ETF
+0.81%
+$442 
GE General Electric Company
+0.81%
+$29,370.49 
BKNG Booking Holdings Inc.
+0.81%
+$198 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$678.3 
CNP CenterPoint Energy Inc.
+0.8%
+$124.78 
SO The Southern Company
+0.79%
+$3,409.18 
GM General Motors Company
+0.79%
+$940.16 
AKAM Akamai Technologies Inc.
+0.79%
+$685.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$39,752.91 
JHMM John Hancock Multifactor Mid Cap ETF
+0.77%
+$209.76 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$599.4 
XLE Energy Select Sector SPDR Fund
+0.77%
+$21,753.16 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$666.46 
CVX Chevron Corporation
+0.75%
+$16,787.28 
XBI SPDR S&P Biotech ETF
+0.75%
+$80 
AOS A. O. Smith Corporation
+0.75%
+$140.8 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$1,646.45 
SBUX Starbucks Corporation
+0.75%
+$130.81 
PDO PIMCO Dynamic Income Opportunities Fund
+0.74%
+$353.87 
KMB Kimberly-Clark Corporation
+0.74%
+$786.75 
PSX Phillips 66
+0.74%
+$2,033.12 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$27,409.78 
NVT nVent Electric plc
+0.73%
+$2,952.4 
HD The Home Depot, Inc.
+0.73%
+$9,478.7 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.73%
+$287.1 
VB Vanguard Small-Cap ETF
+0.73%
+$5,209.43 
VGSR Vert Global Sustainable Real Estate ETF
+0.73%
+$96.44 
ROBO ROBO Global Robotics & Automation Index ETF
+0.73%
+$182.4 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$42,479.96 
UNH UnitedHealth Group Incorporated
+0.72%
+$711.48 
MO Altria Group, Inc.
+0.72%
+$1,582.08 
MA Mastercard Incorporated
+0.72%
+$851.56 
ON ON Semiconductor Corporation
+0.72%
+$95.45 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$2,664.92 
SPGP Invesco S&P 500 GARP ETF
+0.71%
+$4,237.25 
NTAP NetApp, Inc.
+0.71%
+$14,592 
IGM iShares Expanded Tech Sector ETF
+0.71%
+$2,889.6 
PYPL PayPal Holdings Inc
+0.7%
+$228.23 
ROP Roper Technologies Inc.
+0.7%
+$23.4 
KHC The Kraft Heinz Company
+0.7%
+$28.39 
MP MP Materials Corp.
+0.69%
+$104.67 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$42,367.58 
COST Costco Wholesale Corporation
+0.68%
+$36,816.48 
FBIN Fortune Brands Innovations Inc.
+0.68%
+$387.15 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$24,871.02 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$783.75 
INGR Ingredion Inc.
+0.66%
+$2,438.8 
MS Morgan Stanley
+0.66%
+$7,176.4 
YUM Yum! Brands, Inc.
+0.65%
+$580 
ECL Ecolab Inc.
+0.65%
+$153.9 
EMBC Embecta Corp.
+0.65%
+$0.02 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$838.95 
EMR Emerson Electric Co.
+0.64%
+$1,950.13 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$40.35 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.63%
+$390.6 
WMB The Williams Companies, Inc.
+0.63%
+$2,389.05 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$3,032.96 
EWJ iShares MSCI Japan ETF
+0.62%
+$843.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$131.3 
DUK Duke Energy Corporation
+0.61%
+$4,753.8 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$495.41 
DOW Dow Inc.
+0.61%
+$44.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$6,331.68 
AVDE Avantis International Equity ETF
+0.6%
+$871.02 
VGT Vanguard Information Technology ETF
+0.6%
+$49,733.6 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$5,557.2 
CMI Cummins Inc.
+0.59%
+$185.76 
DFIV Dimensional International Value ETF
+0.58%
+$44,900.05 
AEP American Electric Power Company, Inc.
+0.58%
+$153.75 
ACGL Arch Capital Group Ltd
+0.58%
+$128.26 
IVV iShares Core S&P 500 ETF
+0.58%
+$121,944.04 
VOO Vanguard S&P 500 ETF
+0.58%
+$63,866.76 
JLL Jones Lang LaSalle Inc.
+0.58%
+$19,208.96 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$20.5 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$50,121.15 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$150.29 
GOOGL Alphabet Inc
+0.56%
+$86,610.43 
AIG American International Group Inc.
+0.56%
+$52.5 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$1,130.25 
URNM Sprott Uranium Miners ETF
+0.55%
+$173.1 
HON Honeywell International Inc.
+0.55%
+$2,384.91 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.55%
+$93.6 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$4,747.8 
AVES Avantis Emerging Markets Value ETF
+0.53%
+$148.05 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$1,108.8 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$159.62 
CLF Cleveland-Cliffs Inc.
+0.47%
+$23.07 
MSI Motorola Solutions, Inc.
+0.47%
+$467.54 
LNG Cheniere Energy Inc.
+0.47%
+$565 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$1,704.56 
VT Vanguard Total World Stock ETF
+0.46%
+$216 
GOOG Alphabet Inc
+0.46%
+$24,386.8 
QUS SPDR MSCI USA StrategicFactors ETF
+0.46%
+$131.59 
URI United Rentals, Inc.
+0.46%
+$15,277.19 
WMT Walmart Inc.
+0.45%
+$24,196.91 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$8.64 
PGR Progressive Corporation
+0.43%
+$303.6 
IXUS iShares Core International Stock ETF
+0.43%
+$266.91 
ACWI iShares MSCI ACWI ETF
+0.42%
+$883.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$3,856.6 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$3,211.56 
PEP PepsiCo, Inc.
+0.4%
+$3,708.52 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$12,801.35 
CUBE CubeSmart
+0.4%
+$68.47 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,586.7 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.39%
+$933.45 
NGG National Grid plc Sponsored ADR
+0.39%
+$612.48 
LVHI Franklin International Low Volatility High Dividend ETF
+0.39%
+$48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$125.07 
PTY PIMCO Corporate & Income Opportunity Fund
+0.39%
+$154.12 
GD General Dynamics Corporation
+0.35%
+$1,709.03 
CPB The Campbell's Company
+0.35%
+$14 
IXC iShares Global Energy ETF
+0.35%
+$114 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$25,283.25 
YELP Yelp Inc.
+0.35%
+$7.2 
PSA Public Storage Common Stock
+0.34%
+$302.4 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$780.91 
WEC WEC Energy Group Inc.
+0.33%
+$74 
AMGN Amgen Inc.
+0.32%
+$1,534.44 
CDNS Cadence Design Systems, Inc.
+0.32%
+$21.96 
SNY Sanofi American Depositary Receipt
+0.32%
+$161.14 
EFA iShares MSCI EAFE ETF
+0.31%
+$7,100.48 
WM Waste Management, Inc.
+0.31%
+$4,657.17 
SLB Schlumberger Limited
+0.3%
+$2.72 
ROOT Root, Inc. Class A Common Stock
+0.29%
+$29.76 
MMM 3M Company
+0.29%
+$266.8 
XOM Exxon Mobil Corporation
+0.29%
+$14,880.17 
SCHF Schwab International Equity ETF
+0.29%
+$210.8 
HXL Hexcel Corporation
+0.29%
+$157.64 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$87 
LNTH Lantheus Holdings, Inc.
+0.25%
+$16.64 
CARR Carrier Global Corporation
+0.24%
+$333.2 
ARKK ARK Innovation ETF Fund
+0.24%
+$25.2 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$194.48 
VUG Vanguard Growth ETF
+0.22%
+$3,435.96 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$13.05 
BP BP p.l.c. Sponsored ADR
+0.21%
+$70.65 
PHYS Sprott Physical Gold Trust
+0.2%
+$52 
TRV The Travelers Companies, Inc.
+0.2%
+$3,334.36 
A Agilent Technologies Inc.
+0.2%
+$74.1 
ADP Automatic Data Processing Inc.
+0.2%
+$6,197.84 
ALLE Allegion plc
+0.19%
+$116.48 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$1,428.5 
MFM MFS Municipal Income Trust
+0.18%
+$5 
NVDA NVIDIA Corporation
+0.18%
+$16,464.26 
SKYY First Trust Cloud Computing ETF
+0.18%
+$72 
AB AllianceBernstein Holding L.P.
+0.17%
+$18 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.17%
+$2,797.66 
EXR Extra Space Storage Inc.
+0.16%
+$33.81 
DXCM DexCom, Inc.
+0.16%
+$85.32 
PFE Pfizer Inc.
+0.15%
+$13.04 
SHW The Sherwin-Williams Company
+0.14%
+$20.25 
GWW W.W. Grainger, Inc.
+0.14%
+$791.8 
RY Royal Bank of Canada
+0.14%
+$246.96 
IBMO iShares iBonds Dec 2026 Term ETF
+0.14%
+$66.67 
MSFT Microsoft Corp.
+0.13%
+$15,432.04 
BTT BlackRock Municipal 2030 Target Term Trust
+0.13%
+$14.95 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$437.6 
RF-PF Regions Financial Corporation
+0.12%
+$14.1 
FEZ SPDR Euro Stoxx 50 ETF
+0.12%
+$98.48 
KO The Coca-Cola Company
+0.11%
+$1,093.05 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$83.52 
CB Chubb Limited
+0.11%
+$572.97 
ENB Enbridge Inc.
+0.11%
+$183.72 
UTHR United Therapeutics Corporation
+0.1%
+$258.72 
IBB iShares Biotechnology ETF
+0.1%
+$328.44 
OC Owens Corning
+0.09%
+$99 
SLVM Sylvamo Corporation
+0.07%
+$0.81 
FDX FedEx Corporation
+0.07%
+$10.58 
CL Colgate-Palmolive Company
+0.07%
+$195.72 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$148.87 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$758.7 
GLD SPDR Gold Shares
+0.06%
+$9,584.83 
TM Toyota Motor Corporation
+0.06%
+$13.5 
TJX The TJX Companies, Inc.
+0.06%
+$4,554.59 
LDOS Leidos Holdings Inc.
+0.05%
+$55.86 
ORCL Oracle Corporation
+0.05%
+$983.41 
BIIB Biogen Inc.
+0.04%
+$1.8 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$47.7 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$70.81 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$25.6 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$2.31 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
+0.03%
+$2.5 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$896.04 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$1.98 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$161.37 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$7.88 
HYD VanEck High Yield Muni ETF
+0.02%
+$2.5 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$7.32 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$0.12 
AON Aon plc
0%
+$0.18 
031835101
0%
$0 
458111101
0%
$0 
AMX
0%
$0 
ANTM Anthem Inc
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CLNE Clean Energy Fuels Corp.
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DOMK
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
JCI
0%
$0 
LYV
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
PAYO Payoneer Global Inc.
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
SIRI
0%
$0 
SQ Block, Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
WSTG Wayside Technology Group Inc
0%
$0 
RKLB Rocket Lab Corporation
-10.76%
-$4,594.2 
ADBE Adobe Inc.
-6.75%
-$15,592.9 
DJT Trump Media & Technology Group Corp.
-5.46%
-$31.5 
AMPX Amprius Technologies Inc.
-4.74%
-$1,452.33 
ACHR Archer Aviation Inc.
-3.96%
-$672 
VITL Vital Farms Inc.
-3.64%
-$134.8 
MBC MasterBrand, Inc.
-3.59%
-$132 
CNM Core & Main Inc.
-3.47%
-$170.03 
CTAS Cintas Corporation
-3.08%
-$45,096.8 
ICLR ICON plc
-2.44%
-$1,029.3 
LLY Eli Lilly and Company
-2.41%
-$16,521.38 
PLTR Palantir Technologies Inc.
-2.36%
-$63,545.85 
NKE Nike, Inc. - Class B
-2.33%
-$1,257.25 
CASY Casey's General Stores Inc.
-2.32%
-$166,931.73 
JAZZ Jazz Pharmaceuticals plc
-2.32%
-$9,178.66 
AMPH Amphastar Pharmaceuticals Inc.
-2.14%
-$90.64 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$179 
SHOP Shopify Inc.
-2.02%
-$29,268.75 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$48,587.3 
ULTA Ulta Beauty Inc.
-1.82%
-$130.2 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$708.64 
ABT Abbott Laboratories
-1.68%
-$13,887.47 
SIG Signet Jewelers Ltd.
-1.66%
-$2,940.5 
LMT Lockheed Martin Corporation
-1.54%
-$7,334.59 
AAPL Apple Inc.
-1.52%
-$314,937 
CLX The Clorox Company
-1.49%
-$1,803.1 
MU Micron Technology, Inc.
-1.43%
-$94,600.84 
MRK Merck & Co., Inc.
-1.42%
-$14,728.36 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$12,236.9 
MELI MercadoLibre, Inc.
-1.27%
-$1,826.28 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$7,167.33 
WAT Waters Corporation
-1.23%
-$496.16 
AMZN Amazon.com Inc
-1.21%
-$87,319.56 
AMT American Tower Corporation
-1.16%
-$308 
NFLX Netflix, Inc.
-1.14%
-$353.4 
BA Boeing Company
-1.13%
-$251 
CQQQ Invesco China Technology ETF
-1.13%
-$454.55 
HII Huntington Ingalls Industries Inc.
-1.12%
-$454.95 
CVCO Cavco Industries Inc.
-1.03%
-$185.7 
CPRT Copart Inc.
-1.03%
-$81.92 
TXT Textron Inc.
-1.01%
-$392.35 
BLDR Builders FirstSource Inc.
-0.99%
-$205.92 
IBM International Business Machines Corporation
-0.96%
-$27,870.37 
AJG Arthur J. Gallagher & Co.
-0.96%
-$4,239.98 
AVGO Broadcom Inc.
-0.94%
-$47,852.91 
PLNT Planet Fitness Inc.
-0.87%
-$27.45 
AMRX Amneal Pharmaceuticals Inc.
-0.86%
-$218.12 
NOW ServiceNow, Inc.
-0.84%
-$7,415.03 
DSGX The Descartes Systems Group Inc.
-0.79%
-$69.6 
BDX Becton, Dickinson and Company
-0.75%
-$1,274.28 
LEG Leggett & Platt, Inc.
-0.7%
-$20.7 
CSCO Cisco Systems, Inc.
-0.6%
-$13,989.72 
BSX Boston Scientific Corporation
-0.59%
-$6,205.64 
NVS Novartis AG Sponsored ADR
-0.58%
-$229.5 
MDLZ Mondelez International, Inc.
-0.58%
-$404.04 
FICO Fair Isaac Corporation
-0.57%
-$135.3 
MKC McCormick & Company, Incorporated
-0.56%
-$646.25 
ETN Eaton Corporation plc
-0.55%
-$17,651.54 
SOFI SoFi Technologies, Inc.
-0.54%
-$90 
BKR Baker Hughes Company
-0.54%
-$1,738.76 
SNPS Synopsys, Inc.
-0.53%
-$21.6 
UPS United Parcel Service, Inc.
-0.52%
-$19,487.98 
SYY Sysco Corporation
-0.5%
-$466 
GGAL Grupo Financiero Galicia S.A. ADR
-0.45%
-$412.5 
ISRG Intuitive Surgical, Inc.
-0.45%
-$22.08 
SITE SiteOne Landscape Supply Inc.
-0.43%
-$16.56 
SOLV Solventum Corporation
-0.43%
-$9.21 
TT Trane Technologies plc
-0.42%
-$10,931.96 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$818.87 
MPT Medical Properties Trust, Inc.
-0.4%
-$7.66 
IHAK iShares Cybersecurity and Tech ETF
-0.37%
-$42 
SSD Simpson Manufacturing Co., Inc.
-0.37%
-$20.88 
DHR Danaher Corporation
-0.36%
-$2,319.16 
MCK McKesson Corporation
-0.36%
-$355.6 
SU Suncor Energy Inc.
-0.35%
-$75.25 
MRVL Marvell Technology, Inc.
-0.34%
-$717.11 
RTX RTX Corporation
-0.34%
-$5,043.23 
SJM The J.M. Smucker Company
-0.32%
-$138.75 
DIS The Walt Disney Company
-0.31%
-$465.93 
FDN First Trust Dow Jones Internet Index Fund
-0.31%
-$639.9 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$173.07 
IBP Installed Building Products Inc.
-0.24%
-$11.5 
META Meta Platforms Inc Class A
-0.23%
-$5,879.85 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$18.9 
KWEB KraneShares CSI China Internet ETF
-0.23%
-$61.62 
GMED Globus Medical Inc.
-0.22%
-$60.66 
SHEL Shell plc
-0.22%
-$150.29 
CRM Salesforce Inc
-0.22%
-$82.44 
MDT Medtronic plc
-0.21%
-$132.94 
GILD Gilead Sciences Inc.
-0.21%
-$364 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.19%
-$6 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$518.39 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$1.12 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.15%
-$8,228.85 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.15%
-$28 
TDG TransDigm Group Inc.
-0.14%
-$24.64 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$21 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$180 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$841.95 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$624.96 
LOW Lowe's Companies Inc.
-0.12%
-$3,343.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$190.32 
GVI iShares Intermediate Government Bond ETF
-0.09%
-$7,999.65 
JBND JPMorgan Active Bond ETF
-0.08%
-$1,756.12 
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$17.5 
AVIG Avantis Core Fixed Income ETF
-0.07%
-$373.35 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$169.2 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$921.3 
NLY Annaly Capital Management, Inc.
-0.07%
-$7.5 
EPD Enterprise Products Partners L.P.
-0.07%
-$238.32 
INTU Intuit Inc.
-0.07%
-$3.6 
HTGC Hercules Capital Inc.
-0.06%
-$6 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.06%
-$192.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$1.12 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$1.4 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$533.3 
PGX Invesco Preferred ETF
-0.05%
-$33.5 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$436.4 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$4.35 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$3 
IBIT iShares Bitcoin Trust
-0.03%
-$11.82 
HROW Harrow Inc.
-0.03%
-$3.94 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$10.76 
MCD McDonald's Corporation
-0.02%
-$258.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$7.53 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$95.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4554 | Longs Won 2507/4554 55% | Profit Factor 4.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $329,348.15 |
| Average Win $84,299.56 | Best Trade (Jun 11) $10.21M | Sharpe Ratio -14.78 |
| Average Loss -$23,117.47 | Worst Trade (Jun 10) -$3.45M | Z-Score 7.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m | Expectancy $36,016.15 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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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Option values are updated at end of day.
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