United Financial Planning Group LLC Portfolio
Invests via United Financial Planning Group LLC | Managed by Gerard Barrasso, Jose Eduardo Vivero
Invests via United Financial Planning Group LLC
Managed by Gerard Barrasso, Jose Eduardo Vivero
Automatically Tracked
Company Profile
Specialist wealth-management and financial advisory firm serving high‑net‑worth individuals, families and institutions. United Financial Planning Group LLC offers financial planning, investment advisory, retirement and estate planning, and wealth-transfer strategies, combining fee-based advisory models with third-party custodial relationships. The firm competes regionally by emphasizing personalized portfolio construction, tax-aware planning and multi-generational client service.
Specialist wealth-management and financial advisory firm serving high‑net‑worth individuals, families and institutions. United Financial Planning Group LLC offers financial planning, investment advisory, retirement and estate planning, and wealth-transfer strategies, combining fee-based advisory models with third-party custodial relationships. The firm competes regionally by emphasizing personalized portfolio construction, tax-aware planning and multi-generational client service.
Investment Philosophy & Strategy
Focuses on delivering goal‑driven, tax‑aware wealth management for high‑net‑worth individuals, families and institutions, prioritizing bespoke asset allocation, risk-managed diversification and cash‑flow sensitive retirement planning. The firm favors low‑cost core-satellite construction, selective active managers where skill is demonstrable, and tax‑efficient implementation via custodial platforms. Capital deployment balances long-term growth and income preservation, guided by fiduciary discipline, multi-generational continuity planning, and regular rebalancing tied to liability and life-event triggers.
Focuses on delivering goal‑driven, tax‑aware wealth management for high‑net‑worth individuals, families and institutions, prioritizing bespoke asset allocation, risk-managed diversification and cash‑flow sensitive retirement planning. The firm favors low‑cost core-satellite construction, selective active managers where skill is demonstrable, and tax‑efficient implementation via custodial platforms. Capital deployment balances long-term growth and income preservation, guided by fiduciary discipline, multi-generational continuity planning, and regular rebalancing tied to liability and life-event triggers.
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:
0.8%
Gain
Monthly
0.08%
Yearly
0.8%
Drawdown
10.8%
$187.08M
Equity
Holdings
$187.08M
Investment
$168.91M
$19.63M
Profit -$804,199.63
Realized
$1.46M
Unrealized
$18.17M
Dividends
$2.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$804,199.63
Win %
66%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$1.96M
Win %
66%
This Month
Compared to last month
Gain
-0.72%
Profit
-$1.36M
Win %
66%
This Year
Compared to last year
Gain
10.63%
Profit
$17.97M
Win %
71%
TRV The Travelers Companies, Inc.
+7.32%
+$1,360.7 
MU Micron Technology, Inc.
+4.54%
+$1,393.2 
SNDK SanDisk Corporation
+4.27%
+$3,492.18 
SFM Sprouts Farmers Market, Inc.
+3.18%
+$133.42 
HPQ HP Inc.
+2.88%
+$139.69 
AIG American International Group Inc.
+2.85%
+$244.75 
ENTG Entegris, Inc.
+2.79%
+$176.25 
ORCL Oracle Corporation
+2.69%
+$5,039.19 
ALL Allstate Corporation
+2.66%
+$102.88 
WDC Western Digital Corporation
+2.6%
+$533.5 
ADM Archer-Daniels-Midland Co
+2.57%
+$138.78 
GE General Electric Company
+2.48%
+$712.14 
FIVE Five Below, Inc.
+2.41%
+$157.12 
CSCO Cisco Systems, Inc.
+2.36%
+$973.84 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.31%
+$76 
VST Vistra Corp
+2.21%
+$138.37 
HIG The Hartford Insurance Group, Inc.
+2.18%
+$56.62 
UNH UnitedHealth Group Incorporated
+2.1%
+$478.98 
NOC Northrop Grumman Corporation
+1.96%
+$415.74 
Q Qnity Electronics Inc.
+1.95%
+$86.95 
GEV GE Vernova Inc.
+1.94%
+$261.3 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.86%
+$1,529.01 
PANW Palo Alto Networks, Inc.
+1.78%
+$535.5 
HPE Hewlett Packard Enterprise Company
+1.59%
+$110.16 
FANG Diamondback Energy Inc
+1.56%
+$103.6 
FHN First Horizon Corporation
+1.53%
+$125.97 
NGVT Ingevity Corporation
+1.53%
+$71.3 
TXT Textron Inc.
+1.49%
+$60.75 
MPWR Monolithic Power Systems, Inc.
+1.48%
+$348.03 
ABT Abbott Laboratories
+1.45%
+$213.81 
F Ford Motor Company
+1.45%
+$3.28 
COHR Coherent Corp.
+1.44%
+$323.19 
XBI SPDR S&P Biotech ETF
+1.44%
+$87.6 
XOM Exxon Mobil Corporation
+1.44%
+$4,273.8 
SATS EchoStar Corporation
+1.4%
+$113.92 
PLUG Plug Power Inc.
+1.4%
+$0.03 
MO Altria Group, Inc.
+1.38%
+$129.28 
AFG American Financial Group Inc.
+1.27%
+$53.25 
CVX Chevron Corporation
+1.18%
+$130.2 
MRVL Marvell Technology, Inc.
+1.17%
+$143.65 
PSX Phillips 66
+1.14%
+$89.5 
HWM Howmet Aerospace Inc.
+1.14%
+$262.23 
ABBV AbbVie Inc.
+1.09%
+$31,889.38 
FFIV F5 Inc.
+1.08%
+$74.33 
PM Philip Morris International Inc.
+1.06%
+$68.68 
AFL Aflac Inc.
+1.03%
+$48.26 
VLO Valero Energy Corporation
+1.03%
+$160.16 
GLD SPDR Gold Shares
+0.98%
+$14,092.4 
ON ON Semiconductor Corporation
+0.98%
+$64.87 
IAU iShares Gold Trust
+0.98%
+$110.96 
JNJ Johnson & Johnson
+0.97%
+$825.47 
GLDM SPDR Gold MiniShares Trust
+0.96%
+$170.63 
CAT Caterpillar Inc.
+0.95%
+$1,114.88 
AIZ Assurant Inc.
+0.93%
+$64.25 
BMY Bristol-Myers Squibb Company
+0.93%
+$51.52 
CVS CVS Health Corporation
+0.92%
+$42.14 
RTX RTX Corporation
+0.88%
+$56.59 
KEYS Keysight Technologies, Inc.
+0.85%
+$31.92 
COP ConocoPhillips
+0.81%
+$70.07 
NPKI NPK International Inc.
+0.81%
+$39.33 
ATI ATI Inc.
+0.8%
+$98.34 
LLY Eli Lilly and Company
+0.79%
+$683.02 
PGR Progressive Corporation
+0.78%
+$24 
ESI Element Solutions Inc.
+0.76%
+$31.07 
VDE Vanguard Energy ETF
+0.75%
+$52.03 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.73%
+$296.01 
NANR SPDR S&P North American Natural Resources ETF
+0.73%
+$70 
WCC Wesco International Inc.
+0.7%
+$87.02 
XLE Energy Select Sector SPDR Fund
+0.68%
+$2,600.13 
ICLN iShares Global Clean Energy ETF
+0.68%
+$64.12 
PRU Prudential Financial, Inc.
+0.65%
+$48.96 
DD DuPont de Nemours, Inc.
+0.61%
+$18.13 
TER Teradyne, Inc.
+0.61%
+$72.71 
AKAM Akamai Technologies Inc.
+0.6%
+$19.3 
CAH Cardinal Health Inc.
+0.57%
+$149.06 
SQ Block, Inc.
+0.57%
+$13.16 
DKS Dick's Sporting Goods, Inc.
+0.56%
+$24.4 
PH Parker-Hannifin Corporation
+0.56%
+$90.61 
LMT Lockheed Martin Corporation
+0.56%
+$205.2 
FCX Freeport-McMoRan Inc.
+0.53%
+$44.64 
SLV iShares Silver Trust
+0.53%
+$5,318.02 
MPC Marathon Petroleum Corporation
+0.5%
+$74.97 
MRK Merck & Co., Inc.
+0.47%
+$311.4 
CTVA Corteva Inc.
+0.45%
+$29.25 
CEG Constellation Energy Corporation
+0.45%
+$29.38 
CELU Celularity Inc.
+0.43%
+$0.06 
HAL Halliburton Company
+0.43%
+$61.65 
ROST Ross Stores, Inc.
+0.43%
+$32.84 
MET MetLife Inc.
+0.41%
+$91.58 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.39%
+$686.16 
KR Kroger Co.
+0.38%
+$18.45 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$1,785 
RIVN Rivian Automotive, Inc.
+0.38%
+$0.07 
PWR Quanta Services Inc.
+0.38%
+$40.38 
MCK McKesson Corporation
+0.37%
+$37.32 
AWK American Water Works Company, Inc.
+0.36%
+$11.15 
BA Boeing Company
+0.36%
+$479.65 
LNG Cheniere Energy Inc.
+0.34%
+$28.48 
ADBE Adobe Inc.
+0.34%
+$23.2 
TLH iShares 10-20 Year Treasury Bond ETF
+0.3%
+$2.95 
VTRS Viatris Inc.
+0.29%
+$0.4 
MANH Manhattan Associates Inc.
+0.29%
+$15.51 
NSC Norfolk Southern Corporation
+0.28%
+$32.9 
BHF Brighthouse Financial Inc.
+0.26%
+$0.34 
BLV Vanguard Long-Term Bond ETF
+0.26%
+$754.95 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$2.21 
WBD Warner Bros. Discovery, Inc.
+0.24%
+$23.47 
TGT Target Corporation
+0.21%
+$10.8 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$17.16 
LHX L3Harris Technologies, Inc.
+0.21%
+$10.03 
MSI Motorola Solutions, Inc.
+0.19%
+$193.98 
CMI Cummins Inc.
+0.19%
+$36.9 
TKO Tko Group Holdings Inc.
+0.17%
+$26.88 
NATL NCR Atleos Corporation
+0.17%
+$7.6 
DLTR Dollar Tree, Inc.
+0.17%
+$6.15 
GOVT iShares U.S. Treasury Bond ETF
+0.12%
+$40.26 
HON Honeywell International Inc.
+0.12%
+$3.24 
IBB iShares Biotechnology ETF
+0.12%
+$125.55 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$2.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.1%
+$226.28 
GL Globe Life Inc.
+0.09%
+$7.99 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$111.41 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.09%
+$10.47 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.09%
+$20.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$971.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$26.65 
PCAR PACCAR Inc.
+0.08%
+$3.8 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$3.25 
JPM JPMorgan Chase & Co.
+0.07%
+$184.49 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$49.92 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$129.69 
MBB iShares MBS ETF
+0.06%
+$5.22 
VRT Vertiv Holdings Co
+0.06%
+$14.11 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.05%
+$8.75 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$4.47 
AMD Advanced Micro Devices, Inc.
+0.05%
+$11.04 
UNP Union Pacific Corporation
+0.04%
+$4.03 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$66.14 
PYPL PayPal Holdings Inc
+0.04%
+$0.58 
AES AES Corporation
+0.03%
+$0.95 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.03%
+$15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$648.79 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$835.37 
WFC Wells Fargo & Company
+0.02%
+$1.65 
VTV Vanguard Value ETF
+0.01%
+$2,323.5 
AL Air Lease Corporation
0%
$0 
EEX Emerald Holding Inc.
0%
$0 
FFIC Flushing Financial Corp.
0%
$0 
HOLX Hologic Inc.
0%
$0 
PTIX Protagenic Therapeutics, Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.83%
-$928.98 
CDNS Cadence Design Systems, Inc.
-9.71%
-$1,309.62 
NFLX Netflix, Inc.
-7.36%
-$2,953.8 
AXON Axon Enterprise, Inc.
-5.48%
-$148.35 
DJT Trump Media & Technology Group Corp.
-4.25%
-$38.9 
GEHC GE HealthCare Technologies Inc.
-4.02%
-$21.12 
ALNY Alnylam Pharmaceuticals Inc
-3.8%
-$225.75 
RBLX Roblox Corporation
-3.42%
-$3.69 
SYK Stryker Corporation
-3.4%
-$832.5 
KO The Coca-Cola Company
-3.3%
-$840 
EXP Eagle Materials Inc.
-3.28%
-$154.44 
ACM Aecom
-3.24%
-$251.41 
META Meta Platforms Inc Class A
-2.94%
-$10,783.09 
APP AppLovin Corporation Class A Common Stock
-2.86%
-$497.6 
MSIF MSC Income Fund Inc.
-2.82%
-$2,737.21 
ZM Zoom Video Communications, Inc.
-2.79%
-$349.65 
NDAQ Nasdaq, Inc.
-2.73%
-$185.4 
DHI D.R. Horton, Inc.
-2.73%
-$1,401.93 
AOS A. O. Smith Corporation
-2.71%
-$93.48 
CELH Celsius Holdings Inc.
-2.63%
-$37.92 
HCA HCA Healthcare Inc.
-2.6%
-$250.5 
AMAT Applied Materials, Inc.
-2.53%
-$821.86 
OTIS Otis Worldwide Corporation
-2.52%
-$96.39 
WAT Waters Corporation
-2.52%
-$28.56 
UBER Uber Technologies, Inc.
-2.49%
-$162.36 
CFG Citizens Financial Group, Inc.
-2.48%
-$335.79 
LEN Lennar Corporation
-2.48%
-$104.86 
IR Ingersoll Rand Inc.
-2.43%
-$28.84 
MTD Mettler-Toledo International Inc.
-2.42%
-$194.28 
APO Apollo Global Management, Inc.
-2.42%
-$158.47 
CIEN Ciena Corporation
-2.41%
-$732.03 
IBM International Business Machines Corporation
-2.39%
-$2,986.32 
LII Lennox International Inc.
-2.31%
-$141.73 
IT Gartner Inc.
-2.29%
-$55.67 
LOW Lowe's Companies Inc.
-2.25%
-$793 
MELI MercadoLibre, Inc.
-2.25%
-$375.48 
BNY BlackRock New York Municipal Income Trust
-2.23%
-$312.33 
IDXX IDEXX Laboratories, Inc.
-2.2%
-$114.12 
GOOG Alphabet Inc
-2.2%
-$9,308.46 
GOOGL Alphabet Inc
-2.18%
-$12,669.49 
RVTY Revvity Inc.
-2.14%
-$93.41 
MNST Monster Beverage Corporation
-2.11%
-$299.14 
MCO Moody's Corporation
-2.1%
-$9,550.52 
FITB Fifth Third Bancorp
-2.09%
-$161.2 
DAL Delta Air Lines, Inc.
-2.09%
-$170.14 
NKE Nike, Inc. - Class B
-2.08%
-$73.08 
KLAC KLA Corporation
-2.07%
-$364 
FND Floor & Decor Holdings, Inc.
-2.05%
-$48 
PHM PulteGroup Inc.
-2.01%
-$646.15 
EVR Evercore Inc.
-2%
-$182.13 
MSCI MSCI Inc.
-1.97%
-$276.32 
DIS The Walt Disney Company
-1.96%
-$984.75 
UAL United Airlines Holdings, Inc.
-1.91%
-$115.77 
DXCM DexCom, Inc.
-1.9%
-$47.52 
MSFT Microsoft Corp.
-1.86%
-$14,490.27 
CNOB ConnectOne Bancorp Inc.
-1.83%
-$102.5 
IQV IQVIA Holdings Inc.
-1.82%
-$84.48 
BRKR Bruker Corporation
-1.82%
-$58.32 
TMO Thermo Fisher Scientific Inc.
-1.82%
-$148.43 
TSLA Tesla, Inc.
-1.8%
-$4,056.31 
MKSI MKS Instruments Inc.
-1.77%
-$58.8 
IPAY Amplify Digital Payments ETF
-1.77%
-$73.37 
COMP Compass Inc.
-1.76%
-$173.94 
TNL Travel + Leisure Co.
-1.76%
-$65.17 
MTZ MasTec, Inc. Common Stock
-1.75%
-$185.38 
KKR KKR & Co. Inc.
-1.75%
-$100.8 
WMB The Williams Companies, Inc.
-1.75%
-$191.84 
V Visa Inc. Class A
-1.74%
-$7,766.05 
AYI Acuity Brands Inc.
-1.73%
-$58.7 
ITW Illinois Tool Works Inc.
-1.72%
-$63.18 
SBUX Starbucks Corporation
-1.7%
-$474.72 
JBL Jabil Inc.
-1.7%
-$197.79 
ROK Rockwell Automation, Inc.
-1.69%
-$340.99 
RF Regions Financial Corporation
-1.68%
-$130.8 
CRL Charles River Laboratories International, Inc.
-1.68%
-$103.95 
JLL Jones Lang LaSalle Inc.
-1.68%
-$101.34 
MA Mastercard Incorporated
-1.67%
-$718.38 
SPGI S&P Global Inc.
-1.66%
-$554.43 
WAL Western Alliance Bancorporation
-1.66%
-$65.33 
XLC Communication Services Select Sector SPDR Fund
-1.63%
-$84.64 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$27,023.63 
BSX Boston Scientific Corporation
-1.61%
-$90.72 
SHW The Sherwin-Williams Company
-1.61%
-$211.87 
CBRE CBRE Group Inc.
-1.58%
-$83.99 
ADP Automatic Data Processing Inc.
-1.56%
-$88 
CSL Carlisle Companies Inc.
-1.54%
-$109 
ICE Intercontinental Exchange, Inc.
-1.54%
-$331.36 
AMG Affiliated Managers Group Inc.
-1.52%
-$137.76 
CTAS Cintas Corporation
-1.52%
-$37.68 
STT State Street Corp
-1.52%
-$76.14 
PEP PepsiCo, Inc.
-1.51%
-$825.01 
SSNC SS&C Technologies Holdings Inc.
-1.5%
-$36.04 
COF Capital One Financial Corporation
-1.48%
-$342.26 
ELV Elevance Health, Inc.
-1.48%
-$60.61 
TXN Texas Instruments Inc
-1.47%
-$345.87 
GS The Goldman Sachs Group, Inc.
-1.46%
-$1,250.34 
WM Waste Management, Inc.
-1.46%
-$31.86 
BIIB Biogen Inc.
-1.45%
-$223.79 
HD The Home Depot, Inc.
-1.44%
-$1,401.98 
MCD McDonald's Corporation
-1.44%
-$3,309.35 
BX Blackstone Inc.
-1.43%
-$1,030.4 
GGG Graco Inc.
-1.42%
-$58.32 
MAR Marriott International Inc. - Class A
-1.41%
-$83.41 
IP International Paper Company
-1.4%
-$76.85 
RRX Regal Rexnord Corporation
-1.38%
-$96.69 
STRL Sterling Infrastructure, Inc.
-1.37%
-$254.31 
ZTS Zoetis Inc.
-1.36%
-$45.15 
AVY Avery Dennison Corporation
-1.34%
-$69.76 
SMA SmartStop Self Storage REIT Inc.
-1.33%
-$621.71 
DHR Danaher Corporation
-1.31%
-$72.5 
BDX Becton, Dickinson and Company
-1.31%
-$58.52 
CTSH Cognizant Technology Solutions Corporation
-1.3%
-$35.96 
RKT Rocket Companies, Inc. Class A
-1.28%
-$112.16 
PLTR Palantir Technologies Inc.
-1.24%
-$366.86 
ZION Zions Bancorporation, National Association
-1.23%
-$147.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.23%
-$1,366.58 
LPLA LPL Financial Holdings Inc.
-1.21%
-$27.91 
CME CME Group Inc.
-1.17%
-$74.88 
KEY KeyCorp
-1.17%
-$44.52 
LULU lululemon athletica inc.
-1.16%
-$15.21 
IBIT iShares Bitcoin Trust
-1.16%
-$300.88 
MGK Vanguard Mega Cap Growth ETF
-1.16%
-$219.3 
C Citigroup Inc.
-1.15%
-$280.86 
SMTC Semtech Corporation
-1.12%
-$1.43 
INTC Intel Corporation
-1.12%
-$71.61 
XYL Xylem Inc.
-1.12%
-$40.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.11%
-$386.46 
NRG NRG Energy, Inc.
-1.1%
-$215.34 
CHTR Charter Communications Inc
-1.09%
-$1.46 
CRM Salesforce Inc
-1.08%
-$174.84 
VMI Valmont Industries, Inc.
-1.07%
-$51.75 
AMGN Amgen Inc.
-1.06%
-$434.5 
NANC Unusual Subversive Dticker NANC ETF
-1.05%
-$146.42 
VUG Vanguard Growth ETF
-1.05%
-$342,063.54 
FIX Comfort Systems USA, Inc.
-1.05%
-$35.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.04%
-$82.02 
INTU Intuit Inc.
-1.03%
-$82.35 
USFD US Foods Holding Corp
-1.03%
-$75.48 
QUAL iShares MSCI USA Quality Factor ETF
-1.02%
-$90 
NVDA NVIDIA Corporation
-1.02%
-$12,280.2 
SEIC SEI Investments Company
-0.99%
-$32.84 
AM Antero Midstream Corporation
-0.98%
-$49.95 
ACAD Acadia Pharmaceuticals Inc.
-0.97%
-$95.35 
TLRY Tilray Brands, Inc.
-0.94%
-$2.06 
IJS iShares S&P Small-Cap 600 Value ETF
-0.92%
-$253.72 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$71,550.05 
ADI Analog Devices, Inc.
-0.91%
-$438.15 
LRCX Lam Research Corporation
-0.91%
-$375.39 
TSCO Tractor Supply Company
-0.9%
-$32.2 
COST Costco Wholesale Corporation
-0.9%
-$152.82 
ELAN Elanco Animal Health Incorporated
-0.89%
-$63.48 
LUMN Lumen Technologies Inc.
-0.87%
-$0.55 
CMCSA Comcast Corp
-0.87%
-$313.53 
GM General Motors Company
-0.86%
-$110.39 
IYW iShares U.S. Technology ETF
-0.85%
-$8.3 
QCOM QUALCOMM Incorporated
-0.84%
-$1,044 
VSNT Versant Media Group, Inc.
-0.82%
-$10.5 
J Jacobs Solutions Inc.
-0.82%
-$33.79 
HLI Houlihan Lokey Inc.
-0.82%
-$20.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$91.84 
ECL Ecolab Inc.
-0.82%
-$42.94 
HWC Hancock Whitney Corporation
-0.81%
-$23.77 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$2,652.56 
PHIN Phinia Inc.
-0.8%
-$33.8 
FDX FedEx Corporation
-0.79%
-$1,666.64 
EXPD Expeditors International of Washington, Inc.
-0.79%
-$31.46 
BLK BlackRock, Inc.
-0.78%
-$169.8 
PPG PPG Industries Inc.
-0.77%
-$22.75 
HSIC Henry Schein, Inc.
-0.76%
-$18.8 
TFC Truist Financial Corporation
-0.75%
-$42 
CSX CSX Corporation
-0.75%
-$170.66 
PKG Packaging Corporation of America
-0.75%
-$54.41 
NFG National Fuel Gas Company
-0.75%
-$43.31 
AMP Ameriprise Financial, Inc.
-0.74%
-$71.46 
IJR iShares Core S&P Small-Cap ETF
-0.74%
-$64,227.16 
PIO Invesco Global Water ETF
-0.74%
-$349.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.73%
-$102.9 
PNC The PNC Financial Services Group, Inc.
-0.72%
-$49.95 
HCC Warrior Met Coal Inc.
-0.72%
-$103.24 
VLTO Veralto Corporation
-0.71%
-$51.59 
SCHW Charles Schwab Corporation
-0.71%
-$54.75 
KD Kyndryl Holdings Inc.
-0.71%
-$13.43 
ROL Rollins, Inc.
-0.7%
-$32.64 
OEF iShares S&P 100 ETF
-0.7%
-$145.32 
GWW W.W. Grainger, Inc.
-0.69%
-$67.34 
GDOT Green Dot Corporation
-0.67%
-$36.63 
IONS Ionis Pharmaceuticals, Inc.
-0.67%
-$57.46 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$287.26 
EXC Exelon Corporation
-0.64%
-$24.07 
AZO AutoZone Inc.
-0.64%
-$78.4 
CL Colgate-Palmolive Company
-0.64%
-$33 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$172.24 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.63%
-$88.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.63%
-$57.2 
KMI Kinder Morgan, Inc.
-0.63%
-$27.27 
NEM Newmont Corporation
-0.63%
-$2,800.41 
VEU Vanguard FTSE All-World ex-US ETF
-0.62%
-$53.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.61%
-$1,825.59 
IXUS iShares Core International Stock ETF
-0.61%
-$247.82 
EFG iShares MSCI EAFE Growth ETF
-0.61%
-$7.4 
IVV iShares Core S&P 500 ETF
-0.61%
-$1,950.19 
MCHP Microchip Technology Incorporated
-0.6%
-$24.5 
VOO Vanguard S&P 500 ETF
-0.6%
-$5,804.28 
RS Reliance Inc.
-0.6%
-$18.88 
HLT Hilton Worldwide Holdings Inc.
-0.59%
-$51.84 
XLF Financial Select Sector SPDR Fund
-0.59%
-$104.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$450.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$10,098.99 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$5,815.7 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$926.61 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$15,162.53 
SDY SPDR S&P Dividend ETF
-0.55%
-$303.52 
VB Vanguard Small-Cap ETF
-0.54%
-$11,966.88 
PFGC Performance Food Group Co.
-0.53%
-$9.6 
NDSN Nordson Corporation
-0.53%
-$26.35 
TMUS T-Mobile US, Inc.
-0.52%
-$20.2 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$785.27 
UPS United Parcel Service, Inc.
-0.52%
-$18.3 
WBS Webster Financial Corporation
-0.51%
-$92.4 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$46,900.68 
VXF Vanguard Extended Market ETF
-0.48%
-$402.42 
ED Consolidated Edison, Inc.
-0.47%
-$4,300.95 
MS Morgan Stanley
-0.47%
-$625.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.46%
-$9,576.54 
PG Procter & Gamble Co
-0.46%
-$151.8 
XT iShares Future Exponential Technologies ETF
-0.45%
-$175.2 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.45%
-$76.36 
ARCC Ares Capital Corporation
-0.44%
-$26.35 
UNM Unum Group
-0.44%
-$44.24 
ORLY O'Reilly Automotive Inc.
-0.44%
-$39.65 
AMZN Amazon.com Inc
-0.44%
-$1,872.62 
EFA iShares MSCI EAFE ETF
-0.43%
-$378.45 
VOT Vanguard Mid-Cap Growth ETF
-0.43%
-$71.4 
TSN Tyson Foods Inc.
-0.41%
-$9.36 
IWD iShares Russell 1000 Value ETF
-0.41%
-$20.5 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.41%
-$492.89 
IWP iShares Russell Mid-Cap Growth ETF
-0.4%
-$36.3 
MMM 3M Company
-0.39%
-$25.4 
IWM iShares Russell 2000 ETF
-0.39%
-$247.08 
GILD Gilead Sciences Inc.
-0.39%
-$39.22 
MDLZ Mondelez International, Inc.
-0.38%
-$10.38 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$1,197.56 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$15.78 
LYV Live Nation Entertainment, Inc.
-0.35%
-$17.01 
AME Ametek Inc.
-0.35%
-$12.3 
FEZ SPDR Euro Stoxx 50 ETF
-0.35%
-$59.45 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$90.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.34%
-$53.1 
VO Vanguard Mid-Cap ETF
-0.34%
-$14,123.16 
VGT Vanguard Information Technology ETF
-0.33%
-$165 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$31.08 
CARR Carrier Global Corporation
-0.32%
-$17.38 
BWA BorgWarner Inc.
-0.31%
-$31.79 
AAPL Apple Inc.
-0.31%
-$8,152.53 
DGRO iShares Core Dividend Growth ETF
-0.31%
-$0.96 
THRO iShares U.S. Thematic Rotation Active ETF
-0.3%
-$3.64 
BAI iShares A.I. Innovation and Tech Active ETF
-0.3%
-$1.95 
BWXT Bwx Technologies Inc.
-0.3%
-$23.4 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$29.4 
WST West Pharmaceutical Services, Inc.
-0.29%
-$12.78 
USB U.S. Bancorp
-0.29%
-$147 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$14.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$87,152.4 
T AT&T Inc.
-0.28%
-$49.49 
H Hyatt Hotels Corporation
-0.28%
-$20.8 
EBAY eBay Inc.
-0.26%
-$22.78 
WMT Walmart Inc.
-0.26%
-$2,795.91 
HII Huntington Ingalls Industries Inc.
-0.26%
-$8.4 
SCHF Schwab International Equity ETF
-0.26%
-$47.46 
ETR Entergy Corporation
-0.26%
-$7.67 
TDG TransDigm Group Inc.
-0.25%
-$24.64 
YUM Yum! Brands, Inc.
-0.25%
-$14.06 
WT WisdomTree, Inc.
-0.25%
-$15.7 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.24%
-$6.93 
PEG Public Service Enterprise Group Incorporated
-0.23%
-$8.88 
XLU Utilities Select Sector SPDR Fund
-0.23%
-$82.95 
SRE Sempra
-0.23%
-$7.56 
VPU Vanguard Utilities ETF
-0.22%
-$744.04 
REGN Regeneron Pharmaceuticals, Inc.
-0.21%
-$20.44 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.21%
-$27.3 
AEP American Electric Power Company, Inc.
-0.21%
-$10.08 
VNQ Vanguard Real Estate ETF
-0.21%
-$14,459.13 
GVA Granite Construction Incorporated
-0.21%
-$11.96 
DE Deere & Company
-0.2%
-$27.06 
PRI Primerica Inc.
-0.2%
-$5.67 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$6.51 
RGLD Royal Gold Inc.
-0.19%
-$5.11 
NEE NextEra Energy, Inc.
-0.18%
-$41.74 
STLD Steel Dynamics Inc.
-0.18%
-$24.78 
EHC Encompass Health Corporation
-0.17%
-$9.88 
ONTO Onto Innovation Inc.
-0.17%
-$7.52 
VHT Vanguard Health Care ETF
-0.16%
-$9.4 
PFE Pfizer Inc.
-0.16%
-$19.72 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$701 
GD General Dynamics Corporation
-0.14%
-$10.07 
NOW ServiceNow, Inc.
-0.14%
-$27 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.12%
-$34.12 
TJX The TJX Companies, Inc.
-0.1%
-$13.76 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$20.61 
ANET Arista Networks, Inc.
-0.09%
-$13.2 
AVGO Broadcom Inc.
-0.09%
-$180.48 
SHAK Shake Shack Inc.
-0.08%
-$4.4 
APD Air Products and Chemicals, Inc.
-0.08%
-$3.12 
BAC Bank of America Corporation
-0.08%
-$80.35 
HRB H&R Block Inc.
-0.07%
-$3.15 
IQLT iShares MSCI International Quality Factor ETF
-0.07%
-$2.45 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.06%
-$19.73 
BNDX Vanguard Total International Bond ETF
-0.05%
-$2,971.15 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$0.28 
BINC iShares Flexible Income Active ETF
-0.04%
-$0.28 
ADSK Autodesk, Inc.
-0.03%
-$5.12 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$3.77 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1031 | Longs Won 532/1031 51% | Profit Factor 13.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,194.64 |
| Average Win $39,899.18 | Best Trade (Jul 14) $4.39M | Sharpe Ratio -9.74 |
| Average Loss -$3,197.9 | Worst Trade (Dec 31) -$164,693.99 | Z-Score 1.78 (92.49%) |
| Commissions $0 | Avg. Trade Length 5m 2d | Expectancy $19,040.36 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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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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