Brian Glenn Portfolio
Invests via Premier Path Wealth Partners, LLC | Managed by Brian Glenn
Invests via Premier Path Wealth Partners, LLC
Managed by Brian Glenn
Automatically Tracked
Brian Glenn Profile
Veteran growth-stage investor and operator focused on SaaS, fintech and enterprise software with track record of scaling go-to-market teams and optimizing unit economics. Brian Glenn has led early investments and operating initiatives at venture and PE-backed companies, helping drive revenue expansion and category leadership. Market-facing strengths include IPO and M&A preparation, management recruitment, and portfolio company governance to accelerate exit readiness.
Veteran growth-stage investor and operator focused on SaaS, fintech and enterprise software with track record of scaling go-to-market teams and optimizing unit economics. Brian Glenn has led early investments and operating initiatives at venture and PE-backed companies, helping drive revenue expansion and category leadership. Market-facing strengths include IPO and M&A preparation, management recruitment, and portfolio company governance to accelerate exit readiness.
Investment Philosophy & Strategy
Focuses on growth-stage, SaaS, fintech and enterprise software investments, prioritizing businesses with clear unit-economics improvement potential and scalable go-to-market motion. Prefers active, operator-led capital allocation—deploying growth capital to accelerate revenue expansion, tighten unit economics and prepare companies for IPO or strategic sale. Employs a market-facing lens emphasizing management recruitment, GTM transformation, governance and exit readiness. Time horizon is medium-to-long, risk-managed through staged financings, operational milestones and tight board-level oversight to de-risk build-to-exit pathways.
Focuses on growth-stage, SaaS, fintech and enterprise software investments, prioritizing businesses with clear unit-economics improvement potential and scalable go-to-market motion. Prefers active, operator-led capital allocation—deploying growth capital to accelerate revenue expansion, tighten unit economics and prepare companies for IPO or strategic sale. Employs a market-facing lens emphasizing management recruitment, GTM transformation, governance and exit readiness. Time horizon is medium-to-long, risk-managed through staged financings, operational milestones and tight board-level oversight to de-risk build-to-exit pathways.
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:
3.94%
Gain
Monthly
0.13%
Yearly
1.53%
Drawdown
33.73%
$861.25M
Equity
Holdings
$861.25M
Investment
$628.7M
$252.89M
Profit -$1.82M
Realized
$20.34M
Unrealized
$232.55M
Dividends
$29.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.82M
Win %
72%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$512,129.32
Win %
72%
This Month
Compared to last month
Gain
0.83%
Profit
$7.12M
Win %
72%
This Year
Compared to last year
Gain
12.37%
Profit
$94.83M
Win %
70%
ABT Abbott Laboratories
+11.19%
+$69,130.8 
CTAS Cintas Corporation
+7%
+$56,881.96 
INTU Intuit Inc.
+5.62%
+$50,304.28 
CSGP CoStar Group, Inc.
+5.58%
+$21,668.52 
ABUS Arbutus Biopharma Corporation
+5.37%
+$9,792 
MCK McKesson Corporation
+5.13%
+$30,819.73 
ODFL Old Dominion Freight Line, Inc.
+4.6%
+$46,030.96 
BAX Baxter International Inc.
+4.56%
+$33,463.32 
ACN Accenture plc Class A
+4.52%
+$24,982.88 
EFX Equifax Inc.
+4.42%
+$35,073.39 
CLMT Calumet, Inc.
+4.4%
+$21,565.28 
BIIB Biogen Inc.
+4.31%
+$29,945.5 
NDAQ Nasdaq, Inc.
+4.26%
+$26,164.14 
WM Waste Management, Inc.
+4.25%
+$18,493.2 
BSX Boston Scientific Corporation
+4.21%
+$16,496.34 
BR Broadridge Financial Solutions, Inc.
+4.17%
+$17,336.85 
SYK Stryker Corporation
+4.17%
+$23,839.2 
ORLY O'Reilly Automotive Inc.
+4.05%
+$38,303.9 
ITW Illinois Tool Works Inc.
+3.75%
+$42,227.36 
PYPL PayPal Holdings Inc
+3.73%
+$10,757.79 
UNP Union Pacific Corporation
+3.68%
+$57,219.73 
DEO Diageo plc Sponsored ADR
+3.63%
+$21,754.32 
RSG Republic Services, Inc.
+3.61%
+$8,036 
MDT Medtronic plc
+3.6%
+$46,559.5 
PLD Prologis Inc.
+3.52%
+$49,363.75 
MRK Merck & Co., Inc.
+3.51%
+$76,284.18 
ZTS Zoetis Inc.
+3.47%
+$13,501.45 
UPS United Parcel Service, Inc.
+3.46%
+$12,343.87 
ADBE Adobe Inc.
+3.45%
+$32,474.78 
ADP Automatic Data Processing Inc.
+3.44%
+$21,670.74 
CRM Salesforce Inc
+3.44%
+$51,912.56 
BF-B Brown-Forman Corporation
+3.43%
+$18,846.9 
ADSK Autodesk, Inc.
+3.41%
+$21,831.45 
NKE Nike, Inc. - Class B
+3.35%
+$27,854.78 
XYL Xylem Inc.
+3.21%
+$10,284.3 
AZO AutoZone Inc.
+3.2%
+$6,848.64 
VEEV Veeva Systems Inc.
+3.2%
+$7,440.38 
COR Cencora, Inc.
+3.19%
+$14,337.51 
CPB The Campbell's Company
+3.17%
+$17,522.78 
CTSH Cognizant Technology Solutions Corporation
+3.15%
+$12,083.6 
UNH UnitedHealth Group Incorporated
+3.12%
+$77,301.12 
NSC Norfolk Southern Corporation
+3.09%
+$14,386.56 
ROST Ross Stores, Inc.
+3.06%
+$21,527.56 
STE STERIS plc
+3.04%
+$6,901.5 
ZBH Zimmer Biomet Holdings, Inc.
+3.02%
+$16,641.58 
AON Aon plc
+3.01%
+$7,964.05 
ABBV AbbVie Inc.
+3.01%
+$91,904.14 
SBUX Starbucks Corporation
+3%
+$16,140.6 
HCA HCA Healthcare Inc.
+3%
+$26,116.21 
O Realty Income Corporation
+2.98%
+$13,856.64 
MDLZ Mondelez International, Inc.
+2.96%
+$8,052.72 
RF Regions Financial Corporation
+2.95%
+$8,622.03 
IBM International Business Machines Corporation
+2.94%
+$41,962.53 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$14,689.26 
EXR Extra Space Storage Inc.
+2.88%
+$9,984 
IDXX IDEXX Laboratories, Inc.
+2.87%
+$8,866.79 
KHC The Kraft Heinz Company
+2.85%
+$17,916.92 
CSX CSX Corporation
+2.82%
+$29,254.55 
STZ Constellation Brands, Inc.
+2.82%
+$16,479.74 
CPRT Copart Inc.
+2.81%
+$9,323.02 
LOW Lowe's Companies Inc.
+2.79%
+$48,758.16 
CL Colgate-Palmolive Company
+2.75%
+$16,211.16 
VLO Valero Energy Corporation
+2.74%
+$17,200.26 
LEGH Legacy Housing Corporation
+2.7%
+$29,223.48 
PM Philip Morris International Inc.
+2.69%
+$41,410.88 
VZ Verizon Communications Inc.
+2.67%
+$43,402.37 
AMGN Amgen Inc.
+2.67%
+$58,247.98 
CMCSA Comcast Corp
+2.66%
+$30,979.37 
TMUS T-Mobile US, Inc.
+2.62%
+$15,259.1 
KR Kroger Co.
+2.62%
+$10,266.76 
TJX The TJX Companies, Inc.
+2.62%
+$64,578.55 
ISRG Intuitive Surgical, Inc.
+2.6%
+$31,520.61 
MCD McDonald's Corporation
+2.59%
+$36,570.66 
PTC PTC Inc.
+2.57%
+$6,194.64 
T AT&T Inc.
+2.57%
+$31,167.95 
GRMN Garmin Ltd.
+2.56%
+$9,210.72 
PEP PepsiCo, Inc.
+2.56%
+$33,662.34 
FITB Fifth Third Bancorp
+2.51%
+$14,733.33 
TSCO Tractor Supply Company
+2.5%
+$4,674.2 
WELL Welltower Inc.
+2.5%
+$29,373.54 
BDX Becton, Dickinson and Company
+2.46%
+$21,442.68 
MA Mastercard Incorporated
+2.46%
+$87,829.84 
SPGI S&P Global Inc.
+2.44%
+$25,536.82 
MO Altria Group, Inc.
+2.42%
+$28,391.13 
IFF International Flavors & Fragrances Inc.
+2.42%
+$15,200.42 
VRSN Verisign Inc.
+2.41%
+$9,498.09 
XLP Consumer Staples Select Sector SPDR Fund
+2.34%
+$100,783.8 
KO The Coca-Cola Company
+2.33%
+$34,448.64 
PRU Prudential Financial, Inc.
+2.33%
+$11,098.58 
COST Costco Wholesale Corporation
+2.29%
+$94,056.32 
MPC Marathon Petroleum Corporation
+2.28%
+$13,841.1 
FAST Fastenal Co.
+2.27%
+$17,052.99 
MCO Moody's Corporation
+2.24%
+$22,062.7 
URI United Rentals, Inc.
+2.24%
+$25,097.97 
GWW W.W. Grainger, Inc.
+2.23%
+$21,938.48 
PSX Phillips 66
+2.22%
+$21,429.4 
PSA Public Storage Common Stock
+2.22%
+$9,346.5 
GSK GSK plc Sponsored ADR
+2.22%
+$16,852.62 
SPG Simon Property Group, Inc.
+2.22%
+$19,483.2 
WMT Walmart Inc.
+2.21%
+$100,513.83 
EQR Equity Residential
+2.18%
+$6,984.4 
CAG Conagra Brands Inc.
+2.17%
+$10,509.94 
PCAR PACCAR Inc.
+2.13%
+$13,563.42 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+2.11%
+$53,784.56 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+2.11%
+$59,041.81 
PKG Packaging Corporation of America
+2.06%
+$5,898.5 
DOV Dover Corporation
+2.06%
+$6,154.65 
VLY Valley National Bancorp
+2.06%
+$3,254.05 
SYY Sysco Corporation
+2.05%
+$6,980.79 
TFC Truist Financial Corporation
+2.04%
+$17,984.16 
MSCI MSCI Inc.
+2%
+$9,558.68 
HD The Home Depot, Inc.
+1.99%
+$57,228.8 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$170,491.1 
TGT Target Corporation
+1.97%
+$13,061.44 
V Visa Inc. Class A
+1.96%
+$103,952.77 
VTR Ventas Inc.
+1.96%
+$6,331.94 
CLX The Clorox Company
+1.95%
+$10,020.78 
REGN Regeneron Pharmaceuticals, Inc.
+1.94%
+$8,587.62 
DIS The Walt Disney Company
+1.92%
+$36,792.66 
MSFT Microsoft Corp.
+1.89%
+$414,535.21 
OKE ONEOK, Inc.
+1.87%
+$9,319.4 
MTB M&T Bank Corporation
+1.85%
+$9,201.56 
SDY SPDR S&P Dividend ETF
+1.84%
+$4,934.36 
GILD Gilead Sciences Inc.
+1.78%
+$37,001.69 
PG Procter & Gamble Co
+1.76%
+$20,225.32 
BMY Bristol-Myers Squibb Company
+1.74%
+$30,496.98 
PHM PulteGroup Inc.
+1.73%
+$12,347.3 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+1.72%
+$59,385.22 
ICE Intercontinental Exchange, Inc.
+1.72%
+$12,688.8 
DRI Darden Restaurants, Inc.
+1.71%
+$3,989.85 
KKR KKR & Co. Inc.
+1.69%
+$11,571.57 
AIG American International Group Inc.
+1.69%
+$6,851.85 
USB U.S. Bancorp
+1.64%
+$48,668.53 
COF Capital One Financial Corporation
+1.61%
+$26,612.81 
IQV IQVIA Holdings Inc.
+1.61%
+$4,056.49 
SHW The Sherwin-Williams Company
+1.6%
+$11,416.5 
MET MetLife Inc.
+1.54%
+$9,861.9 
XLRE The Real Estate Select Sector SPDR Fund
+1.51%
+$26,964.9 
CB Chubb Limited
+1.5%
+$15,428 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.49%
+$38,562.42 
MNST Monster Beverage Corporation
+1.47%
+$9,083.55 
CTVA Corteva Inc.
+1.4%
+$21,907.1 
AAPL Apple Inc.
+1.4%
+$700,944.9 
KMX CarMax Inc.
+1.39%
+$10,985.54 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$51,750 
AFL Aflac Inc.
+1.38%
+$5,220.42 
RMD ResMed Inc.
+1.38%
+$4,693.62 
AMLP Alerian MLP ETF
+1.32%
+$3,944.5 
DE Deere & Company
+1.3%
+$26,528.63 
ECL Ecolab Inc.
+1.3%
+$13,457.34 
HIG The Hartford Insurance Group, Inc.
+1.29%
+$6,881.94 
IWN iShares Russell 2000 Value ETF
+1.28%
+$5,665.8 
PH Parker-Hannifin Corporation
+1.26%
+$33,567.52 
EMR Emerson Electric Co.
+1.25%
+$11,636.55 
FISV Fiserv, Inc.
+1.22%
+$6,555.9 
AME Ametek Inc.
+1.22%
+$4,512.76 
ADM Archer-Daniels-Midland Co
+1.2%
+$5,393.52 
DHR Danaher Corporation
+1.19%
+$6,096.89 
UBER Uber Technologies, Inc.
+1.18%
+$12,894.84 
EXC Exelon Corporation
+1.18%
+$3,349.62 
WAB Wabtec Corporation
+1.17%
+$5,202.51 
FDX FedEx Corporation
+1.15%
+$6,569.98 
MMM 3M Company
+1.15%
+$11,936.08 
TRV The Travelers Companies, Inc.
+1.12%
+$11,213.91 
CVS CVS Health Corporation
+1.11%
+$26,033.16 
CVX Chevron Corporation
+1.11%
+$30,108.1 
LNG Cheniere Energy Inc.
+1.11%
+$6,634.24 
PFE Pfizer Inc.
+1.11%
+$17,091.53 
CAH Cardinal Health Inc.
+1.08%
+$4,844.84 
MLM Martin Marietta Materials, Inc.
+1.07%
+$5,749.5 
LLY Eli Lilly and Company
+1.06%
+$85,664.25 
ED Consolidated Edison, Inc.
+1.05%
+$2,903.48 
CARR Carrier Global Corporation
+1.04%
+$3,183.89 
MSI Motorola Solutions, Inc.
+1.04%
+$8,140.38 
DGRO iShares Core Dividend Growth ETF
+1.02%
+$110,404.3 
VRTX Vertex Pharmaceuticals Incorporated
+0.97%
+$8,620.7 
WFC Wells Fargo & Company
+0.97%
+$23,865.33 
APD Air Products and Chemicals, Inc.
+0.93%
+$9,000.81 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$62,318.7 
BX Blackstone Inc.
+0.92%
+$8,075.58 
KMI Kinder Morgan, Inc.
+0.9%
+$12,545.4 
XOM Exxon Mobil Corporation
+0.89%
+$43,023.36 
TROW T. Rowe Price Group, Inc.
+0.88%
+$7,504.15 
CRH CRH plc
+0.87%
+$3,271.45 
VMC Vulcan Materials Company
+0.87%
+$3,147.33 
IWD iShares Russell 1000 Value ETF
+0.85%
+$32,943.43 
IUSV iShares Core S&P U.S. Value ETF
+0.82%
+$4,775.72 
DUK Duke Energy Corporation
+0.82%
+$5,801.74 
SO The Southern Company
+0.8%
+$4,137.44 
ES Eversource Energy
+0.8%
+$3,361.23 
DHI D.R. Horton, Inc.
+0.79%
+$7,832.4 
XLE Energy Select Sector SPDR Fund
+0.79%
+$23,184.5 
XEL Xcel Energy Inc.
+0.74%
+$2,290.97 
CBRE CBRE Group Inc.
+0.73%
+$3,752.32 
FERG Ferguson Enterprises Inc
+0.69%
+$2,332.53 
LEN Lennar Corporation
+0.68%
+$1,547.44 
MAR Marriott International Inc. - Class A
+0.66%
+$4,480.09 
EOG EOG Resources, Inc.
+0.66%
+$2,060.1 
COP ConocoPhillips
+0.64%
+$6,134.7 
ATO Atmos Energy Corporation
+0.62%
+$1,839.24 
TRGP Targa Resources Corp.
+0.61%
+$3,309.02 
AVMV Avantis U.S. Mid Cap Value ETF
+0.58%
+$14,926.73 
AMP Ameriprise Financial, Inc.
+0.58%
+$4,450.38 
SNOW Snowflake Inc.
+0.57%
+$2,669.16 
SQ Block, Inc.
+0.57%
+$1,838.64 
HON Honeywell International Inc.
+0.56%
+$3,715.66 
ALL Allstate Corporation
+0.54%
+$4,197.66 
APO Apollo Global Management, Inc.
+0.52%
+$1,664.46 
AXP American Express Company
+0.51%
+$11,468.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.51%
+$4,244.8 
OBDC Blue Owl Capital Corporation
+0.49%
+$770 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$48,129.09 
DAL Delta Air Lines, Inc.
+0.48%
+$1,718.67 
D Dominion Energy, Inc.
+0.47%
+$3,225.05 
WEC WEC Energy Group Inc.
+0.47%
+$1,367.93 
JNJ Johnson & Johnson
+0.46%
+$25,455.04 
XLB Materials Select Sector SPDR Fund
+0.46%
+$6,897.01 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$13,453.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.43%
+$44,268.1 
NFLX Netflix, Inc.
+0.41%
+$12,674.27 
LIN Linde plc
+0.4%
+$5,548.8 
MELI MercadoLibre, Inc.
+0.38%
+$1,597.82 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$1,834.91 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$6,677.76 
AMZN Amazon.com Inc
+0.37%
+$67,335.02 
EL The Estée Lauder Companies Inc. Class A
+0.36%
+$2,574.3 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$28,925.06 
DTE DTE Energy Company
+0.34%
+$697.5 
GD General Dynamics Corporation
+0.32%
+$5,413.23 
NET Cloudflare Inc.
+0.31%
+$2,420.88 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$7,055.02 
XLF Financial Select Sector SPDR Fund
+0.28%
+$31,375.52 
GOOG Alphabet Inc
+0.28%
+$38,631.32 
AVLV Avantis U.S. Large Cap Value ETF
+0.26%
+$19,736.88 
AEP American Electric Power Company, Inc.
+0.24%
+$2,922.24 
WMB The Williams Companies, Inc.
+0.21%
+$3,260.48 
GOOGL Alphabet Inc
+0.21%
+$40,235.75 
AMT American Tower Corporation
+0.19%
+$1,100.48 
BAC Bank of America Corporation
+0.18%
+$6,506.83 
LMT Lockheed Martin Corporation
+0.17%
+$4,828.07 
PAVE Global X U.S. Infrastructure Development ETF
+0.13%
+$306.52 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.13%
+$922.99 
ARES Ares Management Corporation
+0.1%
+$332.54 
CME CME Group Inc.
+0.09%
+$434.3 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$4,463.94 
SCHW Charles Schwab Corporation
+0.08%
+$929.04 
PLTR Palantir Technologies Inc.
+0.01%
+$391.16 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$38.92 
SHV iShares Short Treasury Bond ETF
+0.01%
+$312.31 
EA Electronic Arts Inc.
+0.01%
+$10.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$77.78 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-10.32%
-$93,024.17 
GLW Corning Incorporated
-10.31%
-$111,088.25 
WDC Western Digital Corporation
-10.05%
-$70,733.1 
STX Seagate Technology Holdings plc
-8.77%
-$112,809.76 
MRVL Marvell Technology, Inc.
-8.6%
-$90,618.03 
COHR Coherent Corp.
-6.98%
-$30,123.39 
HOOD Robinhood Markets, Inc.
-6%
-$44,185.68 
MU Micron Technology, Inc.
-5.91%
-$321,668.82 
INTC Intel Corporation
-5.87%
-$210,564.2 
AMD Advanced Micro Devices, Inc.
-5.4%
-$241,242.42 
GE General Electric Company
-5.37%
-$221,112.45 
PKE Park Aerospace Corp
-5.35%
-$28,150.99 
AVXL Anavex Life Sciences Corp.
-5.23%
-$1,308 
KTOS Kratos Defense & Security Solutions, Inc.
-4.83%
-$7,341.6 
FCX Freeport-McMoRan Inc.
-4.77%
-$28,396.6 
IBKR Interactive Brokers Group Inc.
-4.68%
-$25,357.69 
MS Morgan Stanley
-4.48%
-$117,010.74 
MCHP Microchip Technology Incorporated
-4.42%
-$13,609.32 
VRT Vertiv Holdings Co
-4.39%
-$11,890.37 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-4.3%
-$15,502.73 
ORCL Oracle Corporation
-4.29%
-$72,041.09 
LRCX Lam Research Corporation
-4.29%
-$84,672 
GS The Goldman Sachs Group, Inc.
-4.28%
-$137,463.16 
AVGO Broadcom Inc.
-4.2%
-$604,341.04 
ETN Eaton Corporation plc
-4.18%
-$115,678.5 
MPWR Monolithic Power Systems, Inc.
-4.13%
-$15,307.01 
NRG NRG Energy, Inc.
-3.79%
-$7,626.43 
NEM Newmont Corporation
-3.74%
-$44,033.64 
SMH VanEck Semiconductor ETF
-3.68%
-$28,818.75 
NXPI NXP Semiconductors N.V.
-3.58%
-$18,610 
CSCO Cisco Systems, Inc.
-3.56%
-$137,191.6 
HWM Howmet Aerospace Inc.
-3.55%
-$37,410.25 
TXN Texas Instruments Inc
-3.54%
-$54,110.16 
CAT Caterpillar Inc.
-3.36%
-$116,362.71 
QCOM QUALCOMM Incorporated
-3.33%
-$33,227.4 
ELV Elevance Health, Inc.
-3.25%
-$12,601.17 
PWR Quanta Services Inc.
-3.19%
-$29,186.04 
CEG Constellation Energy Corporation
-3.06%
-$16,874.4 
CMI Cummins Inc.
-2.94%
-$36,415.77 
APP AppLovin Corporation Class A Common Stock
-2.94%
-$16,359 
FTNT Fortinet Inc.
-2.89%
-$19,048.32 
ANET Arista Networks, Inc.
-2.75%
-$45,077.2 
KEYS Keysight Technologies, Inc.
-2.73%
-$11,179.89 
GEV GE Vernova Inc.
-2.68%
-$58,143.68 
ADI Analog Devices, Inc.
-2.68%
-$33,106.14 
ROIV Roivant Sciences Ltd
-2.67%
-$11,160 
NVDA NVIDIA Corporation
-2.56%
-$887,244.94 
KLAC KLA Corporation
-2.54%
-$40,541 
NTAP NetApp, Inc.
-2.49%
-$10,144.44 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$745,534.6 
AMAT Applied Materials, Inc.
-2.17%
-$82,980.69 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$31,476.97 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.02%
-$65,969.51 
COIN Coinbase Global, Inc.
-1.99%
-$4,339.24 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-1.98%
-$4,873.5 
APH Amphenol Corporation
-1.9%
-$26,936.91 
EBAY eBay Inc.
-1.87%
-$10,181.89 
HEI.A Heico Corporation
-1.85%
-$11,617.13 
VGT Vanguard Information Technology ETF
-1.85%
-$52,737.16 
META Meta Platforms Inc Class A
-1.71%
-$195,209.55 
CDNS Cadence Design Systems, Inc.
-1.69%
-$7,371.88 
EQIX Equinix, Inc.
-1.66%
-$12,595.92 
C Citigroup Inc.
-1.64%
-$44,409.11 
TSLA Tesla, Inc.
-1.51%
-$115,641.88 
DLR Digital Realty Trust, Inc.
-1.5%
-$9,628.08 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$70,413 
FLJP Franklin FTSE Japan ETF
-1.46%
-$3,393 
JCI Johnson Controls International plc
-1.46%
-$12,307.75 
DASH DoorDash, Inc.
-1.45%
-$6,745.75 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$51,107.56 
BKR Baker Hughes Company
-1.35%
-$6,353.04 
PANW Palo Alto Networks, Inc.
-1.35%
-$28,329.03 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$4,172.48 
WBD Warner Bros. Discovery, Inc.
-1.3%
-$21,429.58 
HLT Hilton Worldwide Holdings Inc.
-1.23%
-$12,956.28 
RTX RTX Corporation
-1.2%
-$43,632.64 
DD DuPont de Nemours, Inc.
-1.16%
-$9,406.92 
IUSG iShares Core S&P U.S. Growth ETF
-1.1%
-$6,649.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$2,818.5 
TT Trane Technologies plc
-1.08%
-$12,530.42 
IWO iShares Russell 2000 Growth ETF
-1.07%
-$8,329.23 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.05%
-$348,488.4 
LHX L3Harris Technologies, Inc.
-1.04%
-$5,301.45 
RCL Royal Caribbean Group
-1%
-$8,716.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$17,801.55 
STT State Street Corp
-0.96%
-$6,492.33 
GM General Motors Company
-0.95%
-$8,660.22 
TD The Toronto-Dominion Bank
-0.94%
-$3,089.97 
CCI Crown Castle Inc.
-0.93%
-$2,394.64 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
-0.93%
-$28,752.21 
PEG Public Service Enterprise Group Incorporated
-0.9%
-$8,724.96 
BA Boeing Company
-0.88%
-$14,961.03 
SLB Schlumberger Limited
-0.84%
-$5,030.8 
BKNG Booking Holdings Inc.
-0.77%
-$8,777.25 
NOW ServiceNow, Inc.
-0.73%
-$10,395.77 
EFA iShares MSCI EAFE ETF
-0.69%
-$3,108.07 
EW Edwards Lifesciences Corporation
-0.68%
-$2,308.6 
TEL TE Connectivity plc
-0.62%
-$3,180.6 
ABNB Airbnb, Inc.
-0.6%
-$1,491.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.58%
-$51,090 
DFAI Dimensional International Core Equity Market ETF
-0.5%
-$30,901.08 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.44%
-$12,416.09 
TTWO Take-Two Interactive Software, Inc.
-0.43%
-$1,197.5 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$1,807.82 
PFG Principal Financial Group, Inc.
-0.39%
-$1,937.49 
JPM JPMorgan Chase & Co.
-0.35%
-$34,010.88 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.32%
-$17,895.64 
A Agilent Technologies Inc.
-0.3%
-$752.82 
IVV iShares Core S&P 500 ETF
-0.29%
-$11,119.36 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$1,975.38 
NEE NextEra Energy, Inc.
-0.28%
-$5,683 
VOO Vanguard S&P 500 ETF
-0.28%
-$1,300.65 
BLK BlackRock, Inc.
-0.25%
-$9,132.76 
PGR Progressive Corporation
-0.25%
-$2,340 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$1,018.35 
IRM Iron Mountain Inc.
-0.25%
-$821.67 
AKAM Akamai Technologies Inc.
-0.25%
-$1,806.87 
ETR Entergy Corporation
-0.22%
-$1,644.5 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$16,012.08 
TDG TransDigm Group Inc.
-0.19%
-$1,151.68 
SRE Sempra
-0.18%
-$631.04 
NUE Nucor Corporation
-0.18%
-$1,330.85 
TLH iShares 10-20 Year Treasury Bond ETF
-0.17%
-$8,801.07 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.15%
-$608.93 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$14,319.5 
MUB iShares National Muni Bond ETF
-0.13%
-$8,637.03 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,263.3 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$1,899.99 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$5,024.88 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.09%
-$2,645.2 
SHYM iShares High Yield Bond ETF
-0.09%
-$357.32 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$8,360.73 
NOC Northrop Grumman Corporation
-0.07%
-$451.88 
DBND DoubleLine Opportunistic Bond ETF
-0.07%
-$3,410.46 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.05%
-$706.2 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$442.44 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$3,693.09 
ROK Rockwell Automation, Inc.
-0.04%
-$201.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$409.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$1,948.75 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$2,044.95 
F Ford Motor Company
-0.02%
-$123.6 
SYF Synchrony Financial
-0.01%
-$65.53 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$139.98 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$124.2 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$56.48 Events
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Dividends
Dividend Analysis
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| Trades 3610 | Longs Won 2461/3610 68% | Profit Factor 9.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $592,212.39 |
| Average Win $114,809.11 | Best Trade (Jul 16) $21.97M | Sharpe Ratio -10.13 |
| Average Loss -$25,810.51 | Worst Trade (Dec 31) -$1.6M | Z-Score 16.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $70,052.34 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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