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:
31.91%
Gain +1.1%
Monthly
0.77%
Yearly
9.68%
Drawdown
12.68%
$2.06B
Equity
Holdings
$2.06B
Investment
$1.57B
$628.5M
Profit +$26.09M
Realized
$138.62M
Unrealized
$489.87M
Dividends
$111.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.1%
Profit
$26.09M
Win %
73%
This Week
Compared To Last Week
Gain
-1.88%
Profit
-$39.34M
Win %
73%
This Month
Compared to last month
Gain
-2.06%
Profit
-$43.18M
Win %
73%
This Year
Compared to last year
Gain
-1.54%
Profit
-$14.45M
Win %
73%
LRCX Lam Research Corporation
+12.69%
+$362,495.93 
MRVL Marvell Technology, Inc.
+11.57%
+$104,929.02 
MU Micron Technology, Inc.
+11.13%
+$525,879.48 
AMAT Applied Materials, Inc.
+11.03%
+$296,850.25 
INTC Intel Corporation
+10.35%
+$471,044 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$167,849.83 
TER Teradyne, Inc.
+8.56%
+$36,033.31 
AMD Advanced Micro Devices, Inc.
+8.18%
+$133,383.1 
SOXX iShares Semiconductor ETF
+8.16%
+$157,122.3 
FTXL First Trust Nasdaq Semiconductor ETF
+8.12%
+$229,763.75 
SCCO Southern Copper Corporation
+8.11%
+$30,527.23 
HOOD Robinhood Markets, Inc.
+7.89%
+$44,741.7 
CCL Carnival Corporation Ltd.
+7.85%
+$17,444.04 
WDC Western Digital Corporation
+7.41%
+$210,786.68 
BAI iShares A.I. Innovation and Tech Active ETF
+7.02%
+$466,604.8 
CRWD CrowdStrike Holdings, Inc.
+6.95%
+$69,211.13 
FIX Comfort Systems USA, Inc.
+6.93%
+$58,269.24 
DAL Delta Air Lines, Inc.
+6.91%
+$29,795.04 
SMH VanEck Semiconductor ETF
+6.84%
+$98,238.51 
JBL Jabil Inc.
+6.55%
+$84,555.58 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+6.53%
+$16,199 
PSLV Sprott Physical Silver Trust
+6.48%
+$708,545.5 
XAR SPDR S&P Aerospace & Defense ETF
+6.43%
+$87,225.46 
STX Seagate Technology Holdings plc
+6.2%
+$477,532.6 
HON Honeywell International Inc.
+6.12%
+$70,742.1 
QCOM QUALCOMM Incorporated
+6.08%
+$43,693.91 
NXPI NXP Semiconductors N.V.
+6.02%
+$19,184.04 
FDIG Fidelity Crypto Industry & Digital Payments ETF
+5.86%
+$63,454.01 
SIVR abrdn Physical Silver Shares ETF
+5.74%
+$33,550.68 
DELL Dell Technologies Inc.
+5.73%
+$76,256.4 
URA Global X Uranium ETF
+5.67%
+$694,473.6 
CW Curtiss-Wright Corporation
+5.58%
+$15,012.36 
PANW Palo Alto Networks, Inc.
+5.49%
+$380,381.8 
GDX VanEck Gold Miners ETF
+5.49%
+$165,138.75 
VRT Vertiv Holdings Co
+5.43%
+$32,249.05 
GD General Dynamics Corporation
+5.39%
+$20,142.52 
EIS iShares MSCI Israel ETF
+5.33%
+$22,025.52 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$16,751.74 
AMGN Amgen Inc.
+5.28%
+$31,398.38 
TXN Texas Instruments Inc
+5.25%
+$691,837.18 
QTEC First Trust NASDAQ-100 Technology Index Fund
+5.23%
+$26,836.71 
JOBY Joby Aviation, Inc.
+5.08%
+$5,622.3 
HURA TuHURA Biosciences, Inc.
+5.05%
+$1,115.84 
GEV GE Vernova Inc.
+5.03%
+$39,588.78 
UPS United Parcel Service, Inc.
+4.98%
+$113,522.04 
GLW Corning Incorporated
+4.96%
+$124,733.04 
AA Alcoa Corporation
+4.94%
+$198,900.36 
BLOK Amplify Transformational Data Sharing ETF
+4.91%
+$16,380.64 
PWRD TCW Transform Systems ETF
+4.9%
+$266,344.37 
ETN Eaton Corporation plc
+4.88%
+$481,388.47 
ITA iShares U.S. Aerospace & Defense ETF
+4.81%
+$62,290.74 
WPM Wheaton Precious Metals Corp.
+4.79%
+$10,382.4 
RL Ralph Lauren Corporation
+4.74%
+$12,512.85 
CAT Caterpillar Inc.
+4.66%
+$420,124.72 
ADI Analog Devices, Inc.
+4.62%
+$679,584.55 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+4.56%
+$50,255.72 
MTUM iShares MSCI USA Momentum Factor ETF
+4.54%
+$35,400.57 
LMT Lockheed Martin Corporation
+4.49%
+$161,735.08 
TSLA Tesla, Inc.
+4.45%
+$395,350.09 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+4.43%
+$37,328.5 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$90,800.16 
CGXU Capital Group International Focus Equity ETF
+4.34%
+$162,135.36 
GE General Electric Company
+4.33%
+$63,990.02 
FDT First Trust Developed Markets ex-US Fund
+4.29%
+$40,734.85 
EEM iShares MSCI Emerging Markets ETF
+4.25%
+$69,421.05 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+4.18%
+$16,897.16 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.16%
+$8,515.48 
AIQ Global X Artificial Intelligence & Technology ETF
+4.15%
+$15,086.76 
EWO iShares MSCI Austria ETF
+4%
+$14,108.07 
SHW The Sherwin-Williams Company
+3.97%
+$117,670.43 
AVGO Broadcom Inc.
+3.96%
+$2.51M 
NVS Novartis AG Sponsored ADR
+3.9%
+$26,807.42 
EFG iShares MSCI EAFE Growth ETF
+3.89%
+$11,355.96 
ROK Rockwell Automation, Inc.
+3.8%
+$47,845.34 
PDP Invesco Dorsey Wright Momentum ETF
+3.76%
+$22,413.42 
RTX RTX Corporation
+3.69%
+$517,057 
EWP iShares MSCI Spain ETF
+3.69%
+$12,383.6 
TDG TransDigm Group Inc.
+3.66%
+$102,343.7 
FXL First Trust Technology AlphaDEX Fund
+3.66%
+$19,511.17 
EMOP AB Emerging Markets Opportunities ETF
+3.65%
+$129,553.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$97,163.94 
GLRY Inspire Faithward Mid Cap Momentum ETF
+3.63%
+$11,221.8 
VLUE iShares MSCI USA Value Factor ETF
+3.63%
+$27,098.72 
XLK State Street Technology Select Sector SPDR ETF
+3.62%
+$66,182.4 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+3.6%
+$13,730.92 
ROST Ross Stores, Inc.
+3.48%
+$60,664.64 
TGT Target Corporation
+3.43%
+$11,405.39 
IXUS iShares Core International Stock ETF
+3.4%
+$118,313.56 
CMI Cummins Inc.
+3.4%
+$22,341.06 
VGT Vanguard Information Technology ETF
+3.38%
+$10,974.4 
IYW iShares U.S. Technology ETF
+3.38%
+$66,848.16 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$160,413.12 
VBK Vanguard Small-Cap Growth ETF
+3.31%
+$45,962.91 
ETHE Grayscale Ethereum Trust ETF
+3.3%
+$13,376.25 
ETH Grayscale Ethereum Mini Trust ETF
+3.3%
+$6,097.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.29%
+$70,189.6 
EMR Emerson Electric Co.
+3.28%
+$14,260.5 
PAVE Global X U.S. Infrastructure Development ETF
+3.28%
+$50,406.18 
SBUX Starbucks Corporation
+3.28%
+$20,713.32 
GLD SPDR Gold Shares
+3.25%
+$147,768.26 
EWI iShares MSCI Italy ETF
+3.23%
+$11,455.27 
C Citigroup Inc.
+3.22%
+$26,473.59 
TETH 21Shares Ethereum ETF
+3.19%
+$19,598.02 
ARKK ARK Innovation ETF Fund
+3.19%
+$16,983.37 
IAU iShares Gold Trust
+3.19%
+$607,159 
GS The Goldman Sachs Group, Inc.
+3.14%
+$108,090.79 
PHYS Sprott Physical Gold Trust
+3.1%
+$537,758.59 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.1%
+$55,144.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.09%
+$143,061.19 
LHX L3Harris Technologies, Inc.
+3.09%
+$12,042.8 
EFA iShares MSCI EAFE ETF
+3.03%
+$40,405.5 
ABFL Abacus FCF Leaders ETF
+2.99%
+$161,878.11 
REZI Resideo Technologies Inc.
+2.96%
+$12,149.39 
IEFA iShares Core MSCI EAFE ETF
+2.96%
+$84,621.24 
OWL Blue Owl Capital Inc.
+2.96%
+$5,587.68 
IVLU iShares MSCI International Value Factor ETF
+2.95%
+$8,299.37 
IWM iShares Russell 2000 ETF
+2.91%
+$20,196.63 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+2.88%
+$25,589.5 
BBH VanEck Biotech ETF
+2.85%
+$6,786.78 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.85%
+$6,716.71 
VMI Valmont Industries, Inc.
+2.84%
+$13,415.1 
PH Parker-Hannifin Corporation
+2.81%
+$125,878.3 
GBTC Grayscale Bitcoin Trust ETF
+2.79%
+$47,434.66 
RDVY First Trust Rising Dividend Achievers ETF
+2.79%
+$15,546.48 
EWX SPDR S&P Emerging Markets Small Cap ETF
+2.77%
+$6,645.87 
OMC Omnicom Group Inc.
+2.76%
+$9,912.36 
RDVI FT Vest Rising Dividend Achievers Fund
+2.75%
+$8,875.28 
ARKB Ark 21Shares Bitcoin ETF
+2.75%
+$342,359.49 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$19,080 
BIBL Inspire 100 ETF
+2.74%
+$14,200.2 
NTRS Northern Trust Corporation
+2.72%
+$14,201.84 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+2.72%
+$53,162.88 
MS Morgan Stanley
+2.7%
+$372,922.56 
ANET Arista Networks, Inc.
+2.69%
+$104,704.26 
FBCG Fidelity Blue Chip Growth Fund
+2.69%
+$186,914.04 
BITO ProShares Bitcoin ETF
+2.67%
+$3,290.85 
SOUN SoundHound AI Inc.
+2.67%
+$1,800 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.62%
+$10,703.84 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$67,568 
TT Trane Technologies plc
+2.61%
+$188,491.1 
LLY Eli Lilly and Company
+2.58%
+$525,923.36 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.51%
+$11,235.84 
COF Capital One Financial Corporation
+2.5%
+$5,019.6 
NVDA NVIDIA Corporation
+2.5%
+$1.58M 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+2.49%
+$20,349.96 
VB Vanguard Small-Cap ETF
+2.49%
+$692,764.91 
MAR Marriott International Inc. - Class A
+2.49%
+$18,038.38 
EWH iShares MSCI Hong Kong ETF
+2.46%
+$7,688.62 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$5,882.49 
BMY Bristol-Myers Squibb Company
+2.44%
+$238,015.23 
CSX CSX Corporation
+2.44%
+$14,562.31 
PFE Pfizer Inc.
+2.42%
+$320,385.62 
CSCO Cisco Systems, Inc.
+2.41%
+$382,745.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.39%
+$78,711.87 
MDY SPDR S&P MidCap 400 ETF Trust
+2.38%
+$257,569.34 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$9,834 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$17,387.7 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$62,426.91 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$10,456.22 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$565,747.5 
HD The Home Depot, Inc.
+2.28%
+$332,363.1 
FYX First Trust Small Cap Core AlphaDEX Fund
+2.27%
+$33,830.49 
QGRO American Century U.S. Quality Growth ETF
+2.21%
+$67,511.37 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$14,047.6 
APH Amphenol Corporation
+2.19%
+$110,695 
LOW Lowe's Companies Inc.
+2.18%
+$22,580.48 
FBT First Trust NYSE Arca Biotechnology Index Fund
+2.13%
+$35,535.78 
FV First Trust Dorsey Wright Focus 5 ETF
+2.12%
+$12,092.24 
CZFS Citizens Financial Services Inc.
+2.11%
+$23,380.46 
CVS CVS Health Corporation
+2.11%
+$12,749.15 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.11%
+$150,458.88 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+2.1%
+$195,829.28 
SCHV Schwab U.S. Large-Cap Value ETF
+2.09%
+$14,908.6 
FMDE Fidelity Enhanced Mid Cap ETF
+2.08%
+$18,339.21 
CRSP Crispr Therapeutics AG
+2.08%
+$5,894.69 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$4,608.4 
IWD iShares Russell 1000 Value ETF
+2.01%
+$52,212.64 
DIS The Walt Disney Company
+1.98%
+$13,490.1 
WBD Warner Bros. Discovery, Inc.
+1.96%
+$4,443.94 
VONV Vanguard Russell 1000 Value Index Fund
+1.96%
+$13,053.24 
NOC Northrop Grumman Corporation
+1.95%
+$11,984.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.93%
+$49,451.56 
MGK Vanguard Mega Cap Growth ETF
+1.93%
+$23,844.28 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+1.93%
+$10,455.04 
CEG Constellation Energy Corporation
+1.92%
+$10,205.4 
IWX iShares Russell Top 200 Value ETF
+1.92%
+$6,719.67 
MGV Vanguard Mega Cap Value ETF
+1.91%
+$17,872.92 
DFUV Dimensional US Marketwide Value ETF
+1.89%
+$6,183.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$222,704.6 
HSIC Henry Schein, Inc.
+1.86%
+$5,922.99 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$14,266.56 
VO Vanguard Mid-Cap ETF
+1.84%
+$32,478.16 
TFC Truist Financial Corporation
+1.84%
+$15,445.2 
DCOR Dimensional US Core Equity 1 ETF
+1.83%
+$97,709.07 
SNPE Xtrackers S&P 500 ESG ETF
+1.79%
+$4,139.48 
AXP American Express Company
+1.79%
+$164,328.59 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$277,128.9 
REGN Regeneron Pharmaceuticals, Inc.
+1.78%
+$7,243.34 
JAVA JPMorgan Active Value ETF
+1.78%
+$114,329.67 
IVV iShares Core S&P 500 ETF
+1.78%
+$318,272.64 
VOO Vanguard S&P 500 ETF
+1.77%
+$31,728.09 
IJS iShares S&P Small-Cap 600 Value ETF
+1.77%
+$14,553.18 
VTV Vanguard Value ETF
+1.74%
+$192,858.37 
MET MetLife Inc.
+1.74%
+$198,390.98 
IRM Iron Mountain Inc.
+1.74%
+$64,095.14 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.71%
+$5,645.12 
ITW Illinois Tool Works Inc.
+1.71%
+$14,014.14 
IWB iShares Russell 1000 ETF
+1.7%
+$4,050.75 
VONE Vanguard Russell 1000 ETF
+1.67%
+$5,978.5 
VUG Vanguard Growth ETF
+1.67%
+$323,652 
DFLV Dimensional US Large Cap Value ETF
+1.67%
+$69,867.85 
QUAL iShares MSCI USA Quality Factor ETF
+1.67%
+$15,862.74 
MRK Merck & Co., Inc.
+1.66%
+$206,904.48 
OEF iShares S&P 100 ETF
+1.65%
+$20,413.97 
SHOP Shopify Inc.
+1.65%
+$3,885.74 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$7,340.74 
EYPT EyePoint Pharmaceuticals Inc.
+1.54%
+$4,453.6 
PVAL Putnam Focused Large Cap Value ETF
+1.54%
+$12,297.67 
JPM JPMorgan Chase & Co.
+1.52%
+$363,492.98 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$8,658.3 
IWF iShares Russell 1000 Growth ETF
+1.5%
+$135,481.52 
AMZN Amazon.com Inc
+1.48%
+$689,183.08 
FQAL Fidelity Quality Factor ETF
+1.47%
+$5,523.92 
DFSV Dimensional US Small Cap Value ETF
+1.46%
+$11,953.59 
BX Blackstone Inc.
+1.46%
+$51,789.28 
HQH Tekla Healthcare Investors
+1.44%
+$10,343.16 
IDE Voya Infrastructure, Industrials and Materials Fund
+1.42%
+$3,861.37 
IBM International Business Machines Corporation
+1.41%
+$53,133.85 
FVAL Fidelity Value Factor ETF
+1.39%
+$5,517.84 
IWY iShares Russell Top 200 Growth ETF
+1.38%
+$67,217.86 
SYY Sysco Corporation
+1.36%
+$3,742.86 
VIG Vanguard Dividend Appreciation ETF
+1.34%
+$8,070.45 
PLD Prologis Inc.
+1.33%
+$127,911.96 
CGCV Capital Group Conservative Equity ETF
+1.31%
+$6,830.07 
LIN Linde plc
+1.28%
+$147,534.56 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$5,398.92 
NTLA Intellia Therapeutics Inc.
+1.27%
+$3,573.99 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+1.26%
+$4,468.95 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$5,776.87 
FITB Fifth Third Bancorp
+1.25%
+$8,609.04 
ABLD Aba Fcf Real Asset Laddered ETF
+1.25%
+$15,248.25 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.25%
+$1,955 
FTXO First Trust Nasdaq Bank ETF
+1.2%
+$19,937.38 
AAPL Apple Inc.
+1.2%
+$789,233.91 
ACIO Aptus Collared Investment Opportunity ETF
+1.2%
+$32,540.31 
IUSV iShares Core S&P U.S. Value ETF
+1.19%
+$6,795.88 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+1.19%
+$5,906.88 
FDVV Fidelity High Dividend ETF
+1.18%
+$21,203.33 
CINF Cincinnati Financial Corporation
+1.15%
+$3,750.15 
AVK Advent Convertible and Income Fund
+1.15%
+$22,203.27 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$29,919.37 
MNST Monster Beverage Corporation
+1.12%
+$5,000.04 
UBER Uber Technologies, Inc.
+1.11%
+$3,883.14 
SLB Schlumberger Limited
+1.08%
+$2,596.2 
HCA HCA Healthcare Inc.
+1.07%
+$35,376 
EGP EastGroup Properties Inc.
+1.06%
+$4,690.6 
BAC Bank of America Corporation
+1.04%
+$19,230.66 
FTLS First Trust Long/Short Equity ETF
+1.04%
+$10,109.52 
CTAS Cintas Corporation
+1.04%
+$2,571.26 
JEPI JPMorgan Equity Premium Income Fund
+1.03%
+$15,359.22 
DLR Digital Realty Trust, Inc.
+1%
+$9,674.45 
IYF iShares U.S. Financials ETF
+1%
+$5,942.5 
MCD McDonald's Corporation
+0.99%
+$93,416.73 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$10,802.52 
KRE SPDR S&P Regional Banking ETF
+0.94%
+$2,988.9 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$4,414.14 
APD Air Products and Chemicals, Inc.
+0.93%
+$3,345.91 
IYG iShares U.S. Financial Services ETF
+0.93%
+$13,141.87 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.89%
+$10,044.96 
XLG Invesco S&P 500 Top 50 ETF
+0.89%
+$7,990.38 
PFFD Global X U.S. Preferred ETF
+0.89%
+$16,199.37 
SRE Sempra
+0.88%
+$3,285.21 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.87%
+$3,447.29 
OCTB Aptus October Buffer ETF
+0.86%
+$2,300 
OTIS Otis Worldwide Corporation
+0.85%
+$1,588.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$3,460.07 
MMM 3M Company
+0.83%
+$8,349.88 
COWZ Pacer US Cash Cows 100 ETF
+0.83%
+$19,913.78 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$3,263.63 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$2,124.32 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$4,090.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$2,665.68 
KHC The Kraft Heinz Company
+0.79%
+$76,884.07 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.79%
+$6,524.6 
XLF Financial Select Sector SPDR Fund
+0.79%
+$1,917.16 
ABT Abbott Laboratories
+0.78%
+$113,250.25 
CELH Celsius Holdings Inc.
+0.76%
+$1,653.13 
DRSK Aptus Defined Risk ETF
+0.74%
+$20,063.8 
REET iShares Global REIT ETF
+0.73%
+$4,095 
UNP Union Pacific Corporation
+0.72%
+$72,556.46 
MPLX MPLX LP
+0.71%
+$1,606 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.7%
+$4,628.54 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$35,243.42 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.68%
+$5,607.36 
SYSB iShares Systematic Bond ETF
+0.68%
+$3,443.26 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$134,772.05 
FTCS First Trust Capital Strength ETF
+0.66%
+$3,530.9 
DFGR Dimensional Global Real Estate ETF
+0.65%
+$10,542.91 
FXO First Trust Financials AlphaDEX Fund
+0.65%
+$10,397.4 
BLK BlackRock, Inc.
+0.63%
+$55,643.73 
MBB iShares MBS ETF
+0.62%
+$7,369.24 
NSC Norfolk Southern Corporation
+0.61%
+$6,991.72 
FBND Fidelity Total Bond ETF
+0.61%
+$177,460.52 
TMUS T-Mobile US, Inc.
+0.6%
+$2,639.58 
VZ Verizon Communications Inc.
+0.6%
+$71,277.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$18,651.92 
PLTR Palantir Technologies Inc.
+0.58%
+$63,439.41 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.58%
+$7,954.24 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$8,184.26 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$9,379.02 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$14,248.74 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.57%
+$4,379.23 
IBD Inspire Corporate Bond ETF
+0.57%
+$3,301.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.56%
+$4,388.15 
BIT BlackRock Multi-Sector Income Trust
+0.56%
+$61,591.67 
FTCB First Trust Core Investment Grade ETF
+0.55%
+$138,554.18 
ISRG Intuitive Surgical, Inc.
+0.54%
+$22,023.79 
CGCP Capital Group Core Plus Income ETF
+0.54%
+$10,936.56 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$26,211.12 
TRV The Travelers Companies, Inc.
+0.51%
+$20,629.57 
RNEM Emerging Markets Equity Select Mutual Fund
+0.51%
+$1,320.53 
KMB Kimberly-Clark Corporation
+0.5%
+$2,123.13 
FVD First Trust Value Line Dividend Index Fund
+0.48%
+$1,393.57 
IDXX IDEXX Laboratories, Inc.
+0.47%
+$1,522.22 
WFC Wells Fargo & Company
+0.46%
+$5,388.02 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$13,610.76 
BRTR iShares Total Return Act ETF
+0.43%
+$22,763.99 
VPU Vanguard Utilities ETF
+0.43%
+$1,244.74 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.43%
+$7,098.78 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$1,748.33 
MLN VanEck Long Muni ETF
+0.4%
+$29,657.88 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.38%
+$787.63 
TIP iShares TIPS Bond ETF
+0.36%
+$927.46 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.34%
+$976.31 
ABBV AbbVie Inc.
+0.33%
+$102,679.5 
JFR Nuveen Floating Rate Income Fund
+0.33%
+$44,884.25 
XLU Utilities Select Sector SPDR Fund
+0.32%
+$697.9 
BINC iShares Flexible Income Active ETF
+0.32%
+$17,659.46 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.3%
+$62,993.78 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$1,621.45 
MDT Medtronic plc
+0.29%
+$1,835.59 
DEA Easterly Government Properties, Inc.
+0.27%
+$1,160.38 
JSI Janus Henderson Securitized Income ETF
+0.26%
+$533.25 
MUB iShares National Muni Bond ETF
+0.25%
+$2,789.91 
BXSL Blackstone Secured Lending Fund
+0.25%
+$3,598.08 
XEL Xcel Energy Inc.
+0.24%
+$609.91 
JNJ Johnson & Johnson
+0.24%
+$46,364.7 
PCN PIMCO Corporate & Income Strategy Fund
+0.24%
+$1,925 
CMCSA Comcast Corp
+0.23%
+$522.72 
YLD Principal Active High Yield ETF
+0.22%
+$43,902.1 
HYD VanEck High Yield Muni ETF
+0.2%
+$12,095.16 
CGSD Capital Group Short Duration Income ETF
+0.19%
+$1,885.9 
O Realty Income Corporation
+0.19%
+$17,768.76 
GIS General Mills, Inc.
+0.19%
+$14,126.58 
PMO Putnam Municipal Opportunities Fund
+0.19%
+$570.44 
ATEC Alphatec Holdings Inc.
+0.18%
+$702.62 
EVV Eaton Vance Limited Duration Income Fund
+0.16%
+$6,018.56 
JUCY Aptus Enhanced Yield ETF
+0.16%
+$491.71 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.16%
+$6,433.12 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.16%
+$6,520.52 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$3,062.78 
UGI UGI Corporation
+0.14%
+$12,538.6 
TJX The TJX Companies, Inc.
+0.14%
+$26,493.67 
FMHI First Trust Municipal High Income Fund
+0.14%
+$6,173.2 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$3,944 
GOOG Alphabet Inc
+0.13%
+$16,596.9 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$339.5 
CPRX Catalyst Pharmaceuticals Inc.
+0.11%
+$4,145.54 
SPLV Invesco S&P 500 Low Volatility ETF
+0.11%
+$275.92 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,738.5 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
+0.1%
+$362.81 
DTE DTE Energy Company
+0.1%
+$10,177.84 
HGER Harbor Commodity All-Weather Fund
+0.1%
+$1,181.73 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$290.6 
FTSL First Trust Senior Loan ETF
+0.09%
+$17,912.56 
AEP American Electric Power Company, Inc.
+0.09%
+$9,114.93 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$169.16 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$3,023.6 
FXU First Trust Utilities AlphaDEX Fund
+0.06%
+$1,047.99 
GSY Invesco Ultra Short Duration ETF
+0.05%
+$10,086.12 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.04%
+$221.93 
CRWV CoreWeave, Inc.
+0.03%
+$122.94 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$89.23 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$97.98 
JCI
0%
$0 
JULB
0%
$0 
KMAR
0%
$0 
NMAR
0%
$0 
SSB
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ORCL Oracle Corporation
-8.33%
-$1.92M 
ADBE Adobe Inc.
-5.85%
-$21,309.6 
EFX Equifax Inc.
-4.03%
-$16,390.5 
COP ConocoPhillips
-3.49%
-$21,180.28 
APP AppLovin Corporation Class A Common Stock
-3.05%
-$8,512.64 
SPGI S&P Global Inc.
-2.68%
-$104,035.36 
FICO Fair Isaac Corporation
-2.68%
-$14,883.06 
INTU Intuit Inc.
-2.66%
-$68,349.53 
NOW ServiceNow, Inc.
-2.66%
-$6,807.48 
XOM Exxon Mobil Corporation
-2.63%
-$601,322.04 
ADM Archer-Daniels-Midland Co
-2.53%
-$464,185.98 
FANG Diamondback Energy Inc
-2.46%
-$9,631.02 
CRM Salesforce Inc
-2.35%
-$10,620.84 
WM Waste Management, Inc.
-2.17%
-$13,394.94 
MCO Moody's Corporation
-2.16%
-$12,655.5 
MO Altria Group, Inc.
-2.16%
-$310,184.02 
CF CF Industries Holdings, Inc.
-1.99%
-$6,822.48 
CVX Chevron Corporation
-1.94%
-$250,551 
PSX Phillips 66
-1.88%
-$10,946.1 
XLE Energy Select Sector SPDR Fund
-1.85%
-$12,674.88 
MSFT Microsoft Corp.
-1.83%
-$1.4M 
ADP Automatic Data Processing Inc.
-1.83%
-$98,106.79 
VDE Vanguard Energy ETF
-1.75%
-$3,973.25 
SUN Sunoco L.P.
-1.7%
-$3,551.52 
BSX Boston Scientific Corporation
-1.68%
-$47,297.52 
RSG Republic Services, Inc.
-1.65%
-$42,263.91 
DOW Dow Inc.
-1.64%
-$2,863.28 
DHR Danaher Corporation
-1.58%
-$8,741.64 
PAYX Paychex Inc.
-1.58%
-$6,416 
ALL Allstate Corporation
-1.53%
-$7,396.29 
AMT American Tower Corporation
-1.53%
-$4,330.62 
VLO Valero Energy Corporation
-1.47%
-$6,233.88 
OKE ONEOK, Inc.
-1.36%
-$146,047.74 
ACN Accenture plc Class A
-1.3%
-$9,412.39 
EPD Enterprise Products Partners L.P.
-1.24%
-$13,999.89 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$5,165.55 
KMI Kinder Morgan, Inc.
-1.21%
-$124,925.96 
MDLZ Mondelez International, Inc.
-1.03%
-$3,067.68 
MPC Marathon Petroleum Corporation
-1.02%
-$5,542.24 
PM Philip Morris International Inc.
-1.01%
-$11,362.7 
KO The Coca-Cola Company
-0.96%
-$94,417.65 
V Visa Inc. Class A
-0.95%
-$92,661.51 
NFLX Netflix, Inc.
-0.9%
-$34,725.24 
ICE Intercontinental Exchange, Inc.
-0.86%
-$15,420.39 
ET Energy Transfer L.P.
-0.84%
-$4,122.11 
COST Costco Wholesale Corporation
-0.83%
-$29,951.89 
PGR Progressive Corporation
-0.78%
-$21,060.38 
ORLY O'Reilly Automotive Inc.
-0.76%
-$20,864.91 
AMLP Alerian MLP ETF
-0.73%
-$42,010.04 
PDI Pimco Dynamic Income Fund
-0.73%
-$74,316.66 
CDNS Cadence Design Systems, Inc.
-0.69%
-$4,012.1 
WMB The Williams Companies, Inc.
-0.61%
-$1,563.76 
CB Chubb Limited
-0.58%
-$55,454.28 
ED Consolidated Edison, Inc.
-0.58%
-$1,194.74 
SYK Stryker Corporation
-0.56%
-$21,451.54 
BP BP p.l.c. Sponsored ADR
-0.51%
-$10,769.66 
HIG The Hartford Insurance Group, Inc.
-0.49%
-$20,040.96 
DUK Duke Energy Corporation
-0.47%
-$49,547.1 
BRO Brown & Brown Inc.
-0.47%
-$4,716.32 
SO The Southern Company
-0.42%
-$3,221.6 
CLX The Clorox Company
-0.4%
-$31,327.85 
META Meta Platforms Inc Class A
-0.38%
-$72,893.48 
IYK iShares U.S. Consumer Staples ETF
-0.35%
-$4,265.04 
CL Colgate-Palmolive Company
-0.32%
-$3,545.25 
TTE TotalEnergies SE
-0.32%
-$9,884.37 
AFL Aflac Inc.
-0.31%
-$1,650.24 
MA Mastercard Incorporated
-0.3%
-$17,169.12 
SLDE Slide Insurance Holdings, Inc.
-0.29%
-$1,983.85 
SHEL Shell plc
-0.29%
-$3,668.5 
WMT Walmart Inc.
-0.27%
-$19,554.24 
SJM The J.M. Smucker Company
-0.26%
-$27,003.3 
PEP PepsiCo, Inc.
-0.25%
-$5,011.56 
AMP Ameriprise Financial, Inc.
-0.23%
-$1,716.75 
MCK McKesson Corporation
-0.22%
-$1,589.28 
UNH UnitedHealth Group Incorporated
-0.21%
-$2,456.13 
CME CME Group Inc.
-0.19%
-$1,132.98 
PG Procter & Gamble Co
-0.17%
-$5,693.57 
RJF Raymond James Financial Inc.
-0.13%
-$1,677.8 
GOOGL Alphabet Inc
-0.1%
-$35,969.31 
INMU iShares Intermediate Muni Income Active ETF
-0.08%
-$1,758.98 
IBMO iShares iBonds Dec 2026 Term ETF
-0.08%
-$3,794.18 
NEE NextEra Energy, Inc.
-0.07%
-$8,030.94 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$251.15 
CASY Casey's General Stores Inc.
-0.03%
-$685.5 
T AT&T Inc.
-0.02%
-$1,944.43 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$970.62 
WELL Welltower Inc.
-0.02%
-$55.32 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.02%
-$5,663.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5063 | Longs Won 3462/5063 68% | Profit Factor 6.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $877,681.5 |
| Average Win $215,187.96 | Best Trade (Jun 11) $35.1M | Sharpe Ratio -10.95 |
| Average Loss -$72,757.38 | Worst Trade (Dec 30) -$5.11M | Z-Score 17.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3d | Expectancy $124,135.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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