SMK
Solomon M. Kilgroe Portfolio
Invests via Cyndeo Wealth Partners LLC | Managed by Solomon M. Kilgroe
Invests via Cyndeo Wealth Partners LLC
Managed by Solomon M. Kilgroe
Automatically Tracked
Solomon M. Kilgroe Profile
Solomon M. Kilgroe is a seasoned entrepreneur known for his role in scaling technology-driven ventures across various industries. His background includes significant operational leadership where he spearheaded multiple startups, focusing on innovation and market expansion. With expertise in leveraging emerging technologies, he has established himself as an influential figure within the tech entrepreneurship community. Beyond his founding endeavors, Solomon's keen insights into industry trends have positioned him as a sought-after advisor to early-stage companies looking to navigate growth challenges and capitalize on investment opportunities.
Solomon M. Kilgroe is a seasoned entrepreneur known for his role in scaling technology-driven ventures across various industries. His background includes significant operational leadership where he spearheaded multiple startups, focusing on innovation and market expansion. With expertise in leveraging emerging technologies, he has established himself as an influential figure within the tech entrepreneurship community. Beyond his founding endeavors, Solomon's keen insights into industry trends have positioned him as a sought-after advisor to early-stage companies looking to navigate growth challenges and capitalize on investment opportunities.
Investment Philosophy & Strategy
Innovation drives the core of Solomon M. Kilgroe's investment approach, reflecting his entrepreneurial roots and deep understanding of technology dynamics. By identifying early-stage companies poised for disruption, he focuses on transformative potential rather than mere financial metrics. This forward-looking philosophy fosters a keen emphasis on scalability and long-term value creation, informed by both market insights and operational rigor. His strategic involvement often extends beyond capital deployment to active mentorship, guiding ventures through their pivotal growth phases while maximizing impact within their sectors.
Innovation drives the core of Solomon M. Kilgroe's investment approach, reflecting his entrepreneurial roots and deep understanding of technology dynamics. By identifying early-stage companies poised for disruption, he focuses on transformative potential rather than mere financial metrics. This forward-looking philosophy fosters a keen emphasis on scalability and long-term value creation, informed by both market insights and operational rigor. His strategic involvement often extends beyond capital deployment to active mentorship, guiding ventures through their pivotal growth phases while maximizing impact within their sectors.
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:
79.95%
Gain +0.36%
Monthly
1.25%
Yearly
16.11%
Drawdown
17.57%
$2.23B
Equity
Holdings
$2.23B
Investment
$1.77B
$660.37M
Profit +$5.72M
Realized
$198.65M
Unrealized
$461.71M
Dividends
$129.54M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$5.72M
Win %
69%
This Week
Compared To Last Week
Gain
0.26%
Profit
$5.72M
Win %
69%
This Month
Compared to last month
Gain
0.91%
Profit
$19.98M
Win %
69%
This Year
Compared to last year
Gain
0.8%
Profit
$18.02M
Win %
69%
FIX Comfort Systems USA Inc.
+6.45%
+$30,526.56 
TSLA Tesla, Inc.
+5.85%
+$561,426.53 
BAH Booz Allen Hamilton Holding Corporation Class A Common Stock
+3.93%
+$415,664.48 
ROST Ross Stores Inc.
+3.58%
+$10,276.97 
MPC Marathon Petroleum Corp.
+3.51%
+$39,594.1 
JNJ Johnson & Johnson
+3.19%
+$610,372.57 
PSX Phillips 66
+3.09%
+$31,921.44 
VLO Valero Energy Corporation
+2.84%
+$20,860 
CASY Casey's General Stores, Inc.
+2.77%
+$47,374.8 
NXPI NXP Semiconductors N.V.
+2.44%
+$6,549.4 
NYT New York Times Co. Class A Common Stock
+2.26%
+$6,474.68 
GILD Gilead Sciences Inc.
+2.24%
+$5,001.5 
AMGN Amgen Inc. Common Stock
+2.23%
+$19,344.84 
SBUX Starbucks Corp.
+2.21%
+$14,588.66 
LMT Lockheed Martin Corporation
+2.06%
+$84,927.95 
MS Morgan Stanley Common Stock
+1.96%
+$192,916.57 
LRCX Lam Research Corp.
+1.96%
+$15,650.97 
SYY Sysco Corp.
+1.86%
+$6,056.97 
CSCO Cisco Systems, Inc.
+1.82%
+$274,708.82 
COF Capital One Financial Corp.
+1.75%
+$4,171.2 
NVDA NVIDIA Corporation
+1.73%
+$1.16M 
NAT Nordic American Tankers Limited
+1.72%
+$1,665.22 
MAR Marriott International, Inc. Class A Common Stock
+1.71%
+$10,982.36 
NVS Novartis AG Sponsored ADR
+1.7%
+$11,778.31 
WFC Wells Fargo & Company
+1.68%
+$18,402.3 
BNY Bank of New York Mellon Corp.
+1.67%
+$12,876.63 
PM Philip Morris International Inc.
+1.66%
+$19,860 
HONA Honeywell Aerospace Inc.
+1.66%
+$7,817.6 
ALL The Allstate Corporation
+1.64%
+$8,424 
RUSHB Rush Enterprises Inc. Class B
+1.63%
+$4,973.27 
GEV GE Vernova Inc.
+1.62%
+$13,179.99 
CDNS Cadence Design Systems, Inc.
+1.61%
+$7,338.9 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.59%
+$43,412.22 
MCD McDonald's Corporation
+1.59%
+$147,671.2 
HUM Humana Inc.
+1.58%
+$6,573.02 
RTX RTX Corporation
+1.56%
+$208,905.23 
AMP Ameriprise Financial Inc.
+1.55%
+$18,075.47 
MET MetLife, Inc.
+1.53%
+$165,545.57 
TT Trane Technologies plc
+1.51%
+$136,961.55 
EGP EastGroup Properties, Inc.
+1.49%
+$6,961.91 
CNXN PC Connection, Inc.
+1.48%
+$3,843.54 
DAL Delta Air Lines, Inc.
+1.47%
+$4,138.06 
PNC The PNC Financial Services Group, Inc.
+1.47%
+$113,692.53 
DRS Leonardo DRS Inc.
+1.46%
+$3,284.01 
JCI Johnson Controls International plc
+1.4%
+$34,055.01 
CINF Cincinnati Financial Corporation
+1.39%
+$4,657.73 
BAC Bank of America Corporation
+1.37%
+$26,651.86 
NDAQ Nasdaq, Inc. Common Stock
+1.37%
+$4,036.83 
C Citigroup Inc.
+1.35%
+$10,004.94 
CLX The Clorox Company
+1.34%
+$109,151.36 
CVS CVS Health Corporation Common Stock
+1.34%
+$8,141.25 
REGN Regeneron Pharmaceuticals, Inc.
+1.33%
+$6,454.73 
OSCV Opus Small Cap Value ETF
+1.31%
+$3,233 
LOAR Loar Holdings Inc.
+1.31%
+$3,361.68 
AXP American Express Company
+1.28%
+$102,654.72 
SHO Sunstone Hotel Investors, Inc.
+1.28%
+$2,410.88 
ABBV AbbVie Inc.
+1.27%
+$513,414.72 
PEP PepsiCo, Inc.
+1.27%
+$24,010.67 
MKL Markel Group Inc.
+1.27%
+$3,244.85 
CF CF Industries Holdings, Inc.
+1.25%
+$5,245.74 
MU Micron Technology Inc.
+1.25%
+$32,938.81 
RJF Raymond James Financial, Inc.
+1.23%
+$16,352.26 
CB Chubb Limited
+1.22%
+$139,596.42 
CSX CSX Corporation
+1.22%
+$8,180.28 
LLY Eli Lilly and Company
+1.22%
+$242,596.17 
AFL Aflac Incorporated
+1.22%
+$7,032.48 
NTRS Northern Trust Corporation
+1.22%
+$5,644.68 
GD General Dynamics Corp.
+1.21%
+$38,466.86 
SUN Sunoco LP
+1.21%
+$2,806.34 
VRT Vertiv Holdings Co Class A Common Stock
+1.2%
+$4,509.18 
ORLY O'Reilly Automotive Inc.
+1.2%
+$46,092.24 
WMT Walmart Inc.
+1.18%
+$39,487.36 
S Safe & Green Holdings Corp.
+1.17%
+$2,543.24 
ASML ASML Holding N.V. NY Registered Shares
+1.17%
+$24,093.46 
FANG Diamondback Energy Inc.
+1.16%
+$4,172.09 
JPM JPMorgan Chase & Co.
+1.16%
+$254,210.92 
NOC Northrop Grumman Corporation
+1.15%
+$8,260.24 
ITW Illinois Tool Works Inc.
+1.14%
+$50,302.35 
RF Regions Financial Corp.
+1.14%
+$3,175.25 
GS The Goldman Sachs Group, Inc.
+1.12%
+$30,834.83 
TMO Thermo Fisher Scientific Inc.
+1.12%
+$6,991.29 
AOS A. O. Smith Corporation
+1.09%
+$2,839.46 
UGI UGI Corporation
+1.08%
+$121,488.76 
AVGO Broadcom Inc.
+1.06%
+$488,779.17 
FITB Fifth Third Bancorp
+1.04%
+$7,219.3 
XLV State Street Health Care Select Sector SPDR ETF
+1.03%
+$4,406.7 
CW Curtiss-Wright Corporation
+1.02%
+$2,370.48 
WRB W. R. Berkley Corporation
+1.02%
+$3,358.5 
SMH VanEck Semiconductor ETF
+1.02%
+$13,353.14 
IRM Iron Mountain Inc.
+1.02%
+$31,329.76 
EWI iShares MSCI Italy ETF
+1.02%
+$2,785.44 
AMAT Applied Materials Inc.
+1.01%
+$33,872.61 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+1.01%
+$104,520.86 
SSB SouthState Bank Corporation Common Stock
+1%
+$23,424.94 
WELL Welltower Inc.
+1%
+$3,672.32 
SEIC SEI Investments Company
+1%
+$2,119.7 
AVUV Avantis U.S. Small Cap Value ETF
+1%
+$27,073.06 
SHW The Sherwin-Williams Company
+0.98%
+$19,856.93 
EIS iShares MSCI Israel ETF
+0.98%
+$3,726.44 
TTE TotalEnergies SE
+0.98%
+$31,955.56 
CME CME Group Inc. Class A Common Stock
+0.97%
+$8,096.25 
DHR Danaher Corp.
+0.97%
+$6,288.6 
PLXS Plexus Corp.
+0.96%
+$2,936.45 
XBI State Street SPDR S&P Biotech ETF
+0.96%
+$1,866.16 
GLRY Inspire Growth ETF
+0.95%
+$2,811.8 
NSC Norfolk Southern Corp.
+0.94%
+$11,550.28 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.94%
+$3,672.85 
ADT ADT Inc.
+0.94%
+$1,737.45 
RYN Rayonier Inc.
+0.94%
+$1,911.53 
CTAS Cintas Corporation
+0.94%
+$2,832.43 
SOXX iShares Semiconductor ETF
+0.94%
+$15,653.94 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.93%
+$3,724 
VDE Vanguard Energy ETF
+0.93%
+$2,550.6 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.93%
+$15,511.8 
ADI Analog Devices, Inc.
+0.91%
+$150,685.83 
HCA HCA Healthcare, Inc.
+0.91%
+$2,664.48 
KKR Korro Bio, Inc.
+0.91%
+$3,669.43 
TFC Truist Financial Corporation
+0.91%
+$6,939.68 
FTCS First Trust Capital Strength ETF
+0.9%
+$4,930.75 
KMT Kennametal Inc.
+0.9%
+$1,980.08 
KMB Kimberly-Clark Corporation
+0.9%
+$93,588.66 
FTXH First Trust Nasdaq Pharmaceuticals ETF
+0.89%
+$13,958.67 
MMM 3M Company
+0.88%
+$6,967.67 
HIG The Hartford Insurance Group, Inc.
+0.88%
+$33,483.61 
BLK BlackRock, Inc.
+0.87%
+$89,307.9 
AVT Avnet Inc.
+0.86%
+$1,949.39 
RSG Republic Services Inc.
+0.86%
+$29,232.54 
O Realty Income Corp.
+0.84%
+$78,963.36 
IJH iShares Core S&P Mid-Cap ETF
+0.84%
+$2,607.14 
VYM Vanguard High Dividend Yield ETF
+0.84%
+$4,875.6 
IJS iShares S&P Small-Cap 600 Value ETF
+0.84%
+$6,870.6 
WOR Worthington Enterprises Inc.
+0.83%
+$3,159.86 
SPLV Invesco S&P 500 Low Volatility ETF
+0.81%
+$1,914.49 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.81%
+$7,462.72 
MGV Vanguard Mega Cap Value ETF
+0.81%
+$8,049.82 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.8%
+$25,642.68 
IPKW Invesco International BuyBack Achievers ETF
+0.8%
+$1,609.78 
DGRO iShares Core Dividend Growth ETF
+0.78%
+$10,073.76 
FXO First Trust Financials AlphaDEX Fund
+0.77%
+$10,643.99 
PH Parker-Hannifin Corporation
+0.76%
+$26,189.09 
CZFS Citizens Financial Services Inc.
+0.76%
+$10,411.47 
ISRG Intuitive Surgical Inc.
+0.75%
+$26,342.17 
SRTA Blade Air Mobility, Inc.
+0.75%
+$558.81 
AVY Avery Dennison Corporation
+0.75%
+$2,014.16 
VFH Vanguard Financials Index Fund ETF Shares
+0.75%
+$3,227.7 
REET iShares Global REIT ETF
+0.75%
+$3,749.46 
HALO Halozyme Therapeutics Inc.
+0.74%
+$1,764.35 
MTUM iShares MSCI USA Momentum Factor ETF
+0.73%
+$5,567.1 
PPA Invesco Aerospace & Defense ETF
+0.72%
+$6,276.34 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
+0.72%
+$5,465.51 
BBH VanEck Biotech ETF
+0.71%
+$2,292.55 
VLUE iShares MSCI USA Value Factor ETF
+0.71%
+$5,631.78 
DFAS Dimensional U.S. Small Cap ETF
+0.71%
+$3,169.6 
IJR iShares Core S&P Small-Cap ETF
+0.71%
+$7,753.92 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.69%
+$18,358.12 
UNP Union Pacific Corp.
+0.69%
+$97,251.21 
BMY Bristol-Myers Squibb Company
+0.69%
+$72,660.98 
INDA iShares MSCI India ETF
+0.69%
+$2,428.16 
ELCV Eventide High Dividend ETF
+0.69%
+$1,489.31 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.69%
+$58,115.75 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
+0.68%
+$3,576.56 
COP ConocoPhillips
+0.68%
+$5,213.22 
T AT&T Inc.
+0.67%
+$6,593.16 
PFE Pfizer Inc.
+0.67%
+$108,896.8 
XLE State Street Energy Select Sector SPDR ETF
+0.66%
+$6,817.2 
PAVE Global X U.S. Infrastructure Development ETF
+0.66%
+$10,479.14 
COST Costco Wholesale Corp
+0.66%
+$22,988.4 
VTV Vanguard Morningstar Value ETF
+0.65%
+$74,280.42 
CGCV Capital Group Conservative Equity ETF
+0.65%
+$3,366.04 
TRV The Travelers Companies, Inc.
+0.65%
+$26,407.64 
PLMR Palomar Holdings Inc.
+0.65%
+$1,540.08 
SNPE Xtrackers S&P 500 Scored & Screened ETF
+0.65%
+$1,538.55 
RDVY First Trust Rising Dividend Achievers ETF
+0.65%
+$7,749.45 
SPGI S&P Global Inc.
+0.65%
+$37,949.31 
SRE Sempra
+0.64%
+$2,131.39 
SCHV Schwab U.S. Large-Cap Value ETF
+0.64%
+$4,846.82 
PVAL Putnam Focused Large Cap Value ETF
+0.64%
+$5,113.24 
EWO iShares MSCI Austria ETF
+0.63%
+$1,733.13 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$13,366.84 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$2,135 
MCK McKesson Corporation
+0.62%
+$5,617.9 
TXN Texas Instruments Inc.
+0.62%
+$91,144.1 
PDP Invesco Dorsey Wright Momentum ETF
+0.62%
+$3,549.15 
IYG iShares U.S. Financial Services ETF
+0.61%
+$6,430.74 
ITA iShares U.S. Aerospace & Defense ETF
+0.61%
+$8,121.75 
IWS iShares Russell Mid-Cap Value ETF
+0.61%
+$1,779.9 
IGPT Invesco AI and Next Gen Software ETF
+0.6%
+$1,278.89 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$3,508.38 
DIVB iShares Core Dividend ETF
+0.6%
+$1,520.22 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+0.6%
+$183,182.5 
FV First Trust Dorsey Wright Focus 5 ETF
+0.59%
+$3,435.86 
RGR Sturm, Ruger & Company, Inc.
+0.58%
+$1,504.14 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.58%
+$1,380.02 
XOM ExxonMobil Holdings Corporation
+0.58%
+$146,596.94 
DFLV Dimensional US Large Cap Value ETF
+0.58%
+$23,869.44 
XLU State Street Utilities Select Sector SPDR ETF
+0.58%
+$1,646.15 
NGVT Ingevity Corporation
+0.57%
+$1,317.2 
PMO Franklin Municipal Opportunities Trust
+0.56%
+$755.53 
F Ford Motor Co.
+0.56%
+$876.2 
IQV IQVIA Holdings Inc.
+0.56%
+$1,834.19 
NEE NextEra Energy Inc.
+0.56%
+$56,517.69 
IVLU iShares MSCI Intl Value Factor ETF
+0.56%
+$2,222.16 
SHOP Shopify Inc.
+0.56%
+$3,323.88 
TD Toronto-Dominion Bank
+0.55%
+$9,869.07 
VONG Vanguard Russell 1000 Growth ETF
+0.55%
+$2,470.44 
TDG TransDigm Group Inc.
+0.55%
+$14,270.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$1,893.44 
JAVA JPMorgan Active Value ETF
+0.55%
+$45,585.45 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.54%
+$45,159.98 
HQH abrdn Healthcare Investors
+0.54%
+$4,213.88 
CALF Pacer US Small Cap Cash Cows ETF
+0.54%
+$1,503.18 
DFGR Dimensional Global Real Estate ETF
+0.54%
+$9,692.1 
NWSA News Corp. Class A Common Stock
+0.54%
+$1,953.11 
IWM iShares Russell 2000 ETF
+0.54%
+$4,111.44 
ETN Eaton Corporation plc
+0.54%
+$50,331.1 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.54%
+$4,403.93 
FDVV Fidelity High Dividend ETF
+0.53%
+$13,851.42 
FTXL First Trust Nasdaq Semiconductor ETF
+0.53%
+$1,090.98 
XLF State Street Financial Select Sector SPDR ETF
+0.53%
+$1,668.22 
XLI State Street Industrial Select Sector SPDR ETF
+0.53%
+$1,042.26 
DTE DTE Energy Company
+0.52%
+$50,950.29 
BIBL Inspire 100 ETF
+0.52%
+$2,872.65 
BRK-B Berkshire Hathaway Inc.
+0.52%
+$9,537.24 
PGR The Progressive Corporation
+0.52%
+$12,522.09 
IUSV iShares Core S&P U.S. Value ETF
+0.52%
+$3,104.18 
WM Waste Management Inc.
+0.51%
+$4,158.63 
AEP American Electric Power Company, Inc.
+0.51%
+$57,039.9 
TJX The TJX Companies, Inc.
+0.51%
+$60,572.86 
WDAY Workday Inc Class A Common Stock
+0.51%
+$10,721.3 
JEPI JPMorgan Equity Premium Income ETF
+0.51%
+$8,023.72 
JBL Jabil Inc.
+0.51%
+$3,968.45 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$1,525 
FDT First Trust Developed Markets ex-US AlphaDEX Fund
+0.5%
+$4,745 
VONV Vanguard Russell 1000 Value ETF
+0.5%
+$3,737.44 
FMDE Fidelity Enhanced Mid Cap Core ETF
+0.49%
+$15,471.15 
LOW Lowe's Companies, Inc.
+0.49%
+$4,847.08 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$3,671.2 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.49%
+$1,007.46 
COWZ Pacer US Cash Cows 100 ETF
+0.48%
+$25,015.11 
AIFD TCW Artificial Intelligence ETF
+0.48%
+$1,185.81 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.48%
+$7,825.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.48%
+$12,835.04 
IVV iShares Core S&P 500 ETF
+0.48%
+$97,129.69 
LHX L3Harris Technologies, Inc.
+0.48%
+$1,672.62 
ANET Arista Networks Inc.
+0.48%
+$25,246.98 
IVW iShares S&P 500 Growth ETF
+0.48%
+$2,131.35 
VB Vanguard Small-Cap ETF
+0.47%
+$139,889.6 
IWY iShares Russell Top 200 Growth ETF
+0.47%
+$22,435.77 
WTV WisdomTree U.S. Value Fund
+0.47%
+$7,379.06 
VOO Vanguard S&P 500 ETF
+0.47%
+$16,213.04 
AAT American Assets Trust Inc.
+0.47%
+$998.1 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.47%
+$1,606.14 
SPY State Street SPDR S&P 500 ETF Trust
+0.47%
+$67,033.08 
VONE Vanguard Russell 1000 ETF
+0.47%
+$1,744.63 
ABFL Abacus FCF Leaders ETF
+0.47%
+$21,799.26 
IWR iShares Russell Mid-Cap ETF
+0.46%
+$3,036.06 
SPYI NEOS S&P 500 High Income ETF
+0.46%
+$1,581.49 
HPE Hewlett Packard Enterprise Company
+0.46%
+$1,093.82 
EFV iShares MSCI EAFE Value ETF
+0.46%
+$19,584.72 
SWK Stanley Black & Decker Inc.
+0.45%
+$1,974.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.45%
+$2,144.26 
IYK iShares U.S. Consumer Staples ETF
+0.45%
+$5,019.35 
IDXX IDEXX Laboratories, Inc.
+0.45%
+$1,449 
PANW Palo Alto Networks, Inc.
+0.45%
+$56,846.91 
BAI iShares A.I. Innovation and Tech Active ETF
+0.45%
+$17,310.96 
OEF iShares S&P 100 ETF
+0.43%
+$5,718.6 
FTHI First Trust BuyWrite Income ETF
+0.43%
+$1,910.2 
IWX iShares Russell Top 200 Value ETF
+0.43%
+$1,654.34 
YLD Principal Active High Yield ETF
+0.43%
+$91,829.67 
BRK-A Berkshire Hathaway Inc.
+0.42%
+$13,767.36 
IWF iShares Russell 1000 Growth ETF
+0.42%
+$38,029 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.42%
+$1,461.24 
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF
+0.42%
+$3,348.07 
XLG Invesco S&P 500 Top 50 ETF
+0.41%
+$3,508.55 
DUK Duke Energy Corporation
+0.41%
+$45,004.95 
FVAL Fidelity Value Factor ETF
+0.41%
+$1,645.52 
PWRD TCW Transform Systems ETF
+0.41%
+$15,369.7 
HYD VanEck High Yield Muni ETF
+0.41%
+$22,134.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.4%
+$6,876.37 
IWD iShares Russell 1000 Value ETF
+0.4%
+$12,439.92 
TLH iShares 10-20 Year Treasury Bond ETF
+0.39%
+$10,935.75 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$4,538.79 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$12,745.02 
EGBN Eagle Bancorp Inc.
+0.39%
+$937.43 
VTI Vanguard Total Stock Market ETF
+0.39%
+$48,756.62 
MCO Moody's Corporation
+0.39%
+$2,352.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.38%
+$11,175.74 
IWB iShares Russell 1000 ETF
+0.38%
+$17,594.99 
FBCG Fidelity Blue Chip Growth ETF
+0.38%
+$25,702.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.37%
+$5,696.01 
FTLS First Trust Long/Short Equity ETF
+0.36%
+$4,611.88 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.36%
+$3,976.13 
SJM The J. M. Smucker Company
+0.36%
+$40,854.75 
IYW iShares U.S. Technology ETF
+0.36%
+$5,898.92 
PLD Prologis, Inc.
+0.35%
+$33,579.48 
AMLP Alerian MLP ETF
+0.34%
+$19,702.08 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$19,149.48 
REZI Resideo Technologies Inc.
+0.34%
+$838.44 
ROK Rockwell Automation Inc.
+0.33%
+$3,959.23 
MLN VanEck Long Muni ETF
+0.33%
+$24,179.65 
UNH UnitedHealth Group Inc.
+0.32%
+$4,480.21 
IDEV iShares Core MSCI International Developed Markets ETF
+0.32%
+$984.2 
UCON First Trust Smith Unconstrained Bond ETF
+0.31%
+$70,052.25 
PMAR Innovator U.S. Equity Power Buffer ETF - March
+0.31%
+$2,230.95 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.31%
+$2,096.82 
VEA Vanguard FTSE Developed Markets ETF
+0.3%
+$72,923.77 
MO Altria Group, Inc.
+0.3%
+$43,848.68 
EFA iShares MSCI EAFE ETF
+0.3%
+$4,058.52 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.3%
+$6,737.35 
ACIO Aptus Collared Investment Opportunity ETF
+0.3%
+$9,465.82 
PTNQ Pacer Trendpilot 100 ETF
+0.3%
+$635.28 
CVX Chevron Corporation
+0.3%
+$49,689.66 
VBK Vanguard Small-Cap Growth ETF
+0.29%
+$3,823.96 
GE General Electric Company
+0.28%
+$3,789.09 
IQLT iShares MSCI Intl Quality Factor ETF
+0.28%
+$610.26 
SO The Southern Company
+0.28%
+$2,096.36 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.27%
+$5,886.76 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.27%
+$591.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.27%
+$2,953.97 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.27%
+$425 
FPE First Trust Preferred Securities and Income ETF
+0.27%
+$951.71 
MNST Monster Beverage Corporation
+0.26%
+$5,499.12 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.26%
+$710.33 
IDE Voya Infrastructure, Industrials and Materials Fund
+0.26%
+$609.69 
CIBR First Trust Nasdaq Cybersecurity ETF
+0.25%
+$3,807.27 
FMHI First Trust Municipal High Income ETF
+0.25%
+$10,825.85 
XLK State Street Technology Select Sector SPDR ETF
+0.25%
+$4,938.56 
AMZN Amazon.com Inc
+0.25%
+$105,748.44 
MBB iShares MBS ETF
+0.25%
+$2,791.8 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.23%
+$600 
XEL Xcel Energy Inc.
+0.23%
+$584.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$581.28 
XAR State Street SPDR S&P Aerospace & Defense ETF
+0.23%
+$905.02 
UPS United Parcel Service, Inc. Class B Common Stock
+0.23%
+$4,967.35 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.23%
+$49,779.82 
AZN AstraZeneca PLC American Depositary Shares
+0.22%
+$2,639.1 
HNI HNI Corporation
+0.22%
+$636.72 
VMI Valmont Industries, Inc.
+0.22%
+$852.47 
FIXD First Trust Smith Opportunistic Fixed Income ETF
+0.22%
+$1,378.9 
FQAL Fidelity Quality Factor ETF
+0.22%
+$739.26 
PAYO Payoneer Global Inc.
+0.21%
+$455.65 
CGCP Capital Group Core Plus Income ETF
+0.21%
+$5,239.4 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.21%
+$492.03 
PFFD Global X U.S. Preferred ETF
+0.2%
+$3,436.23 
ABT Abbott Laboratories
+0.2%
+$19,749.03 
CL Colgate-Palmolive Co.
+0.2%
+$2,372.15 
VUG Vanguard Morningstar Growth ETF
+0.2%
+$36,037.11 
INTC Intel Corporation
+0.2%
+$2,446.13 
JMUB JPMorgan Municipal ETF
+0.2%
+$3,087.88 
VGT Vanguard Information Technology ETF
+0.19%
+$1,680.84 
MGK Vanguard Mega Cap Growth ETF
+0.19%
+$2,437.29 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.19%
+$1,367.71 
SYSB iShares Systematic Bond ETF
+0.19%
+$952.48 
QGRO American Century U.S. Quality Growth ETF
+0.19%
+$4,903.07 
VTEB Vanguard Tax-Exempt Bond ETF
+0.19%
+$2,591.19 
AVK Advent Convertible and Income Fund
+0.18%
+$3,062.52 
HD The Home Depot, Inc.
+0.18%
+$26,136.26 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$2,653.36 
IBD Inspire Corporate Bond ETF
+0.17%
+$1,121.72 
BND Vanguard Total Bond Market ETF
+0.17%
+$2,661.84 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.17%
+$3,110.7 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.16%
+$1,183.71 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF - June
+0.16%
+$347.62 
FBND Fidelity Total Bond ETF
+0.16%
+$51,624.97 
IUSB iShares Core Universal USD Bond ETF
+0.16%
+$3,861.41 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.15%
+$1,148.98 
CGGR Capital Group Growth ETF
+0.15%
+$3,623.62 
VPU Vanguard Utilities ETF
+0.15%
+$500.65 
TGT Target Corp.
+0.15%
+$538.22 
FTCB First Trust Core Investment Grade ETF
+0.15%
+$40,580.13 
BRTR iShares Total Return Active ETF
+0.14%
+$7,195.2 
MUB iShares National Muni Bond ETF
+0.14%
+$3,246.3 
LIN Linde plc
+0.14%
+$20,155.9 
ADP Automatic Data Processing Inc.
+0.14%
+$11,705.82 
FLJP Franklin FTSE Japan ETF
+0.14%
+$695.31 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$9,419.46 
SCHW The Charles Schwab Corporation
+0.13%
+$266.04 
INMU iShares Intermediate Muni Income Active ETF
+0.13%
+$1,955.52 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$575.44 
FXL First Trust Technology AlphaDEX Fund
+0.12%
+$2,542.82 
KHC The Kraft Heinz Company
+0.12%
+$12,387.63 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
+0.12%
+$313.68 
TMUS T-Mobile US Inc.
+0.12%
+$279.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.11%
+$524.94 
BX Blackstone Inc.
+0.11%
+$4,226.82 
DRSK Aptus Defined Risk ETF
+0.11%
+$3,447.09 
OWL Blue Owl Capital Inc. Class A Common Stock
+0.11%
+$305.64 
OCTB Aptus October Buffer ETF
+0.11%
+$300 
EFG iShares MSCI EAFE Growth ETF
+0.1%
+$378.24 
BINC iShares Flexible Income Active ETF
+0.1%
+$6,344 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.09%
+$223.31 
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF
+0.08%
+$4,200.84 
AMD Advanced Micro Devices Inc.
+0.08%
+$1,291.61 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.08%
+$969.06 
BSX Boston Scientific Corp.
+0.08%
+$2,181.86 
HSIC Henry Schein, Inc.
+0.07%
+$258.8 
RNW ReNew Energy Global Plc Class A Ordinary Shares
+0.07%
+$96.58 
PFF iShares Preferred and Income Securities ETF
+0.07%
+$292.8 
IHS IHS Holding Limited
+0.06%
+$59.52 
EMR Emerson Electric Co.
+0.06%
+$432.27 
PG The Procter & Gamble Company
+0.06%
+$2,046.51 
ET Energy Transfer LP
+0.05%
+$241.44 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$233.1 
AIQ Global X Artificial Intelligence & Technology ETF
+0.05%
+$410.7 
ACN Accenture plc
+0.04%
+$336.7 
CGSD Capital Group Short Duration Income ETF
+0.04%
+$123.09 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$1,881.14 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$263.07 
MSFT Microsoft Corporation Common Stock
+0.03%
+$23,832.3 
EPD Enterprise Products Partners L.P.
+0.03%
+$291.32 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$4,429.2 
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF
+0.02%
+$967.57 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.02%
+$293.08 
IEI iShares 3-7 Year Treasury Bond ETF
+0.02%
+$538.64 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+0.01%
+$212.69 
ABUF Aptus Laddered Buffer ETF
+0.01%
+$32 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$583.29 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.01%
+$80.01 
JPLD JPMorgan Limited Duration Bond ETF
+0.01%
+$61.4 
NTLA Intellia Therapeutics, Inc.
0%
$0 
EWC iShares MSCI Canada ETF
0%
$0 
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TABD Transamerica Bond Active ETF
0%
$0 KMAR
KMAR
0%
$0 NMAR
NMAR
0%
$0 
IBMV iShares iBonds Dec 2033 Term Muni Bond ETF
0%
$0 JULB
JULB
0%
$0 G200
G2004J103
0%
$0 OKE
OKE
0%
$0 
FICO Fair Isaac Corp.
-7.04%
-$25,839 
MSTR Strategy Inc.
-4.57%
-$119,216.85 
TEM Tempus AI Inc Class A Common Stock
-4.42%
-$19,171.88 
NBIS Nebius Group N.V. Class A Ordinary Shares
-4.2%
-$69,070.96 
ETH Ethan Allen Interiors Inc
-4.07%
-$12,227.64 
FDIG Fidelity Crypto Industry and Digital Payments ETF
-3.86%
-$35,505 
ETHE Grayscale Ethereum Trust ETF
-3.81%
-$21,952.56 
TETH 21Shares Ethereum ETF
-3.77%
-$32,700.6 
XXI Twenty One Capital Inc. Class A Common Stock
-3.04%
-$1,846.03 
HURA TuHURA Biosciences, Inc.
-2.98%
-$690.75 
CBRS Cerebras Systems Inc. Class A Common Stock
-2.96%
-$3,861.51 
HOOD Robinhood Markets Inc. Class A Common Stock
-2.93%
-$19,433.75 
VZ Verizon Communications Inc.
-2.91%
-$350,162.8 
DE Deere & Company
-2.73%
-$8,921.74 
BLOK Amplify Blockchain Technology ETF
-2.61%
-$7,977.2 
BTC Grayscale Bitcoin Mini Trust ETF
-2.2%
-$17,012.65 
ARKB Ark 21Shares Bitcoin ETF
-2.1%
-$403,195.3 
GBTC Grayscale Bitcoin Trust ETF
-2.09%
-$42,733.51 
BITO ProShares Bitcoin Strategy ETF
-2.08%
-$3,322.57 
IBIT iShares Bitcoin Trust ETF
-2.08%
-$4,987.01 
RNEM First Trust Emerging Markets Equity Select ETF
-2.08%
-$5,601.96 
JOBY Joby Aviation, Inc.
-2%
-$1,286.49 
CPAY Corpay Inc.
-1.93%
-$6,690.11 
CRWV CoreWeave Inc. Class A Common Stock
-1.82%
-$4,294.6 
OMC Omnicom Group Inc.
-1.72%
-$7,029 
KMI Kinder Morgan Inc.
-1.71%
-$196,956.16 
META Meta Platforms Inc Class A
-1.71%
-$362,933.64 
LILAK Liberty Latin America Ltd. Class C Common Stock
-1.69%
-$1,667.92 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.56%
-$4,999.28 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.5%
-$3,441.05 
SPCX Space Exploration Technologies Corp. Class A
-1.47%
-$125,337.03 
BRO Brown & Brown Inc.
-1.47%
-$19,427.99 
PSLV Sprott Physical Silver Trust
-1.44%
-$195,382.45 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.39%
-$248,699.02 
ORCL Oracle Corporation
-1.39%
-$215,131 
SLV iShares Silver Trust
-1.37%
-$2,650.52 
ARKK ARK Innovation ETF
-1.35%
-$8,871.12 
AAPL Apple Inc.
-1.35%
-$1.06M 
PAYX Paychex Inc.
-1.34%
-$164,285.34 
EMOP AB Emerging Markets Opportunities ETF
-1.26%
-$56,695.18 
CMCSA Comcast Corp. Class A Common Stock
-1.26%
-$2,973.41 
NOW ServiceNow Inc.
-1.25%
-$7,459.67 
HGER Harbor Commodity All-Weather Strategy ETF
-1.23%
-$16,583.4 
URA Global X Uranium ETF
-1.23%
-$158,372.76 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$4,998.95 
VWO Vanguard FTSE Emerging Markets ETF
-1.21%
-$30,384.54 
WPM Wheaton Precious Metals Corp.
-1.19%
-$2,967.84 
PDI Pimco Dynamic Income Fund
-1.19%
-$161,339.18 
IEMG iShares Core MSCI Emerging Markets ETF
-1.18%
-$23,963.62 
EEM iShares MSCI Emerging Markets ETF
-1.16%
-$18,663.08 
NFLX Netflix Inc.
-1.12%
-$43,628.92 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$236,660.2 
CRWD CrowdStrike Holdings, Inc.
-1.12%
-$15,275.57 
GDX VanEck Gold Miners ETF
-1.11%
-$36,810.4 
EYPT EyePoint, Inc. Common Stock
-1.07%
-$152.73 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.07%
-$355,123.16 
SIL Global X Silver Miners ETF
-1.07%
-$2,816.35 
EFX Equifax Inc.
-1.02%
-$4,570.28 
SIVR abrdn Physical Silver Shares ETF
-1.01%
-$4,489.68 
CAT Caterpillar Inc.
-1.01%
-$62,259.24 
AXON Axon Enterprise, Inc.
-0.93%
-$14,903.84 
GIS General Mills Inc.
-0.93%
-$2,507.2 
SYK Stryker Corp.
-0.9%
-$25,698.66 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.88%
-$1,734.68 
PWRL Powerlaw Corp.
-0.84%
-$113,088.1 
MRSH Marsh & McLennan Companies, Inc.
-0.82%
-$30,847.76 
ATEC Alphatec Holdings, Inc.
-0.81%
-$4,215.69 
ADBE Adobe Inc.
-0.78%
-$3,188.17 
BXSL Blackstone Secured Lending Fund
-0.77%
-$9,809.1 
MDLZ Mondelēz International, Inc. Class A Common Stock
-0.75%
-$2,209.92 
AFRM Affirm Holdings, Inc. Class A Common Stock
-0.74%
-$2,017.09 
FTNT Fortinet, Inc.
-0.73%
-$18,485.55 
MRVL Marvell Technology Inc.
-0.72%
-$10,535.36 
GOOG Alphabet Inc
-0.71%
-$83,945.44 
ABLD Abacus FCF Real Assets Leaders ETF
-0.69%
-$11,375 
MA Mastercard Inc. Class A Common Stock
-0.67%
-$50,053.74 
GOOGL Alphabet Inc
-0.66%
-$219,482.2 
WMB The Williams Companies, Inc.
-0.61%
-$28,084.32 
STX Seagate Technology Holdings plc
-0.61%
-$14,158.48 
EL The Estée Lauder Companies Inc. Class A Common Stock
-0.6%
-$2,586.59 
EWP iShares MSCI Spain ETF
-0.6%
-$1,732.59 
DSU BlackRock Debt Strategies Fund, Inc.
-0.59%
-$751.5 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-0.57%
-$1,694.4 
CEG Constellation Energy Corporation
-0.54%
-$2,078.29 
CRM Salesforce, Inc.
-0.53%
-$3,714.51 
DELL Dell Technologies Inc. Class C Common Stock
-0.53%
-$8,668.77 
JKHY Jack Henry & Associates, Inc.
-0.47%
-$1,849.54 
EVV Eaton Vance Limited Duration Income Fund
-0.46%
-$15,835.15 
FDEM Fidelity Emerging Markets Multifactor ETF
-0.45%
-$1,676.25 
CGXU Capital Group International Focus Equity ETF
-0.44%
-$16,349.06 
ICE Intercontinental Exchange, Inc.
-0.43%
-$17,156.42 
SCCO Southern Copper Corporation
-0.41%
-$2,514.82 
TME Tencent Music Entertainment Group ADR
-0.41%
-$490.84 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.41%
-$6,209.72 
GLW Corning Incorporated
-0.4%
-$7,737 
INTU Intuit Inc.
-0.4%
-$1,464.19 
WDC Western Digital Corp.
-0.4%
-$879.54 
PAYC Paycom Software, Inc.
-0.36%
-$1,053.36 
V Visa Inc. Class A
-0.33%
-$40,891.12 
PCN PIMCO Corporate & Income Strategy Fund
-0.33%
-$2,450 
MRK Merck & Co., Inc.
-0.29%
-$43,474.2 
IBM International Business Machines Corporation
-0.28%
-$10,311.7 
UBER Uber Technologies Inc.
-0.25%
-$769.73 
DIS The Walt Disney Company
-0.21%
-$1,889.87 
CGIC Capital Group International Core Equity ETF
-0.2%
-$4,647.02 
IAU iShares Gold Trust
-0.2%
-$37,243.65 
IXUS iShares Core MSCI Total International Stock ETF
-0.2%
-$7,005.6 
VXUS Vanguard Total International Stock ETF
-0.19%
-$4,390.06 
BP BP Plc Sponsored ADR
-0.18%
-$4,671.15 
KO The Coca-Cola Company
-0.16%
-$16,696.9 
CARR Carrier Global Corp.
-0.15%
-$551.14 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$246.62 
QCOM QUALCOMM Incorporated
-0.12%
-$685.11 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.11%
-$5,253.12 
GLD SPDR Gold Shares
-0.1%
-$4,555.44 
BIT BlackRock Multi-Sector Income Trust
-0.09%
-$9,929.81 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.09%
-$276.08 
MDT Medtronic plc
-0.08%
-$614.4 
APH Amphenol Corp. Class A Common Stock
-0.08%
-$3,642.78 
APD Air Products and Chemicals Inc.
-0.08%
-$327.24 
CMI Cummins Inc.
-0.08%
-$3,136.71 
HTO H2O America
-0.08%
-$243.12 
SLDE Slide Insurance Holdings, Inc. Common Stock
-0.07%
-$696.08 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.05%
-$481.41 
DLR Digital Realty Trust Inc.
-0.05%
-$418.88 
CRSP CRISPR Therapeutics AG
-0.04%
-$148.12 
BWIN The Baldwin Insurance Group, Inc. Class A Common Stock
-0.03%
-$63.6 
FTSL First Trust Senior Loan Fund
-0.02%
-$4,999.72 
IBMW iShares iBonds Dec 2034 Term Muni Bond ETF
-0.02%
-$51.35 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
-$25.92 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 6045 | Longs Won 4067/6045 67% | Profit Factor 5.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $754,212.6 |
| Average Win $196,994.06 | Best Trade (Oct 20) $21.5M | Sharpe Ratio -72.59 |
| Average Loss -$71,187.35 | Worst Trade (Dec 30) -$5.11M | Z-Score 15.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 1d | Expectancy $109,241.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 226,440 | $42.76M | $77.68M | - | $34.92M | 81.65% | -1.349% |
| AAT American Assets Trust Inc. | 9,981 | $212,196 | $214,192.26 | - | $1,996.26 | 0.94% | +0.468% |
| ABBV AbbVie Inc. | 141,048 | $23.27M | $40.8M | - | $17.53M | 75.36% | +1.274% |
| ABFL Abacus FCF Leaders ETF | 59,724 | $3.8M | $4.71M | - | $908,380.12 | 23.87% | +0.465% |
| ABLD Abacus FCF Real Assets Leaders ETF | 52,907 | $1.59M | $1.65M | - | $58,222.74 | 3.67% | -0.686% |
| ABT Abbott Laboratories | 94,043 | $10.33M | $9.77M | - | -$561,647.05 | -5.44% | +0.203% |
| ABUF Aptus Laddered Buffer ETF | 10,000 | $270,776 | $278,032 | - | $7,256 | 2.68% | +0.012% |
| ACIO Aptus Collared Investment Opportunity ETF | 67,613 | $2.97M | $3.16M | - | $188,989.56 | 6.36% | +0.3% |
| ACN Accenture plc | 3,367 | $1.14M | $839,965.49 | - | -$295,378.78 | -26.02% | +0.04% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 48,141 | $1M | $995,074.47 | - | -$7,286.55 | -0.73% | -0.048% |
| ADBE Adobe Inc. | 1,559 | $752,300.54 | $408,107.22 | - | -$344,193.32 | -45.75% | -0.775% |
| ADI Analog Devices, Inc. | 42,209 | $10.17M | $16.66M | - | $6.49M | 63.82% | +0.913% |
| ADP Automatic Data Processing Inc. | 27,871 | $7.12M | $8.49M | - | $1.37M | 19.2% | +0.138% |
| ADT ADT Inc. | 26,730 | $162,518 | $186,174.45 | - | $23,656.45 | 14.56% | +0.942% |
| AEP American Electric Power Company, Inc. | 85,813 | $10.1M | $11.19M | - | $1.09M | 10.79% | +0.513% |
| AFL Aflac Incorporated | 4,784 | $407,507.61 | $583,552.32 | - | $176,044.71 | 43.2% | +1.22% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 3,879 | $268,543 | $269,823.24 | - | $1,280.24 | 0.48% | -0.742% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,081 | $1.58M | $1.55M | - | -$37,287.38 | -2.36% | +0.172% |
| AIFD TCW Artificial Intelligence ETF | 5,046 | $278,830.99 | $245,740.2 | - | -$33,090.79 | -11.87% | +0.485% |
| AIQ Global X Artificial Intelligence & Technology ETF | 13,690 | $785,775.09 | $853,160.8 | - | $67,385.71 | 8.58% | +0.048% |
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FAQ
Which stocks have generated the highest profits for Solomon M. Kilgroe?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $18.1M, Microsoft Corporation Common Stock - $13.23M, Sprott Physical Silver Trust - $8.51M, Amazon.com Inc - $7.48M, and JPMorgan Chase & Co - $7.39M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Inc - $5.18M, iShares iBonds Dec 2024 Term Muni Bond ETF - $4.99M, First Trust Developed International Equity Select ETF - $4.96M, United Parcel Service, Inc. Class B Common Stock - $2.49M, and Vanguard Extended Duration Treasury ETF - $2.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Solomon M. Kilgroe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $129.54M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $5.23M, First Trust Senior Loan Fund - $4.3M, Principal Active High Yield ETF - $4.12M, AbbVie Inc - $3.42M, and Nuveen Floating Rate Income Fund - $3.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Solomon M. Kilgroe's monthly returns?
Solomon M. Kilgroe's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Solomon M. Kilgroe's strategy be considered aggressive or moderate?
Solomon M. Kilgroe's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Solomon M. Kilgroe's strategy?
Solomon M. Kilgroe's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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