Moises Valladares Portfolio
Invests via Insigneo Advisory Services LLC | Managed by Paul Caulfield
Invests via Insigneo Advisory Services LLC
Managed by Paul Caulfield
Automatically Tracked
Moises Valladares Profile
Moises Valladares is a prominent figure in the entrepreneurial landscape, known for his innovative approach to business development. With a diverse background that spans multiple sectors, he has played pivotal roles in transforming startups into scalable enterprises. His expertise lies in identifying growth opportunities and leveraging them to create impactful solutions. A strong advocate for technology-driven initiatives, Valladares's leadership fosters collaboration and drives market expansion within competitive environments. He exemplifies an entrepreneurial spirit that resonates with investors seeking dynamic leaders who can navigate complex markets while delivering substantial value.
Moises Valladares is a prominent figure in the entrepreneurial landscape, known for his innovative approach to business development. With a diverse background that spans multiple sectors, he has played pivotal roles in transforming startups into scalable enterprises. His expertise lies in identifying growth opportunities and leveraging them to create impactful solutions. A strong advocate for technology-driven initiatives, Valladares's leadership fosters collaboration and drives market expansion within competitive environments. He exemplifies an entrepreneurial spirit that resonates with investors seeking dynamic leaders who can navigate complex markets while delivering substantial value.
Investment Philosophy & Strategy
With a strong focus on innovation and market disruption, Moises Valladares strategically navigates the entrepreneurial ecosystem. His ability to identify high-potential startups reflects a keen insight into emerging trends and business dynamics. By fostering a culture of collaboration, he aligns resources toward scalable growth, actively seeking out unique partnerships that amplify impact. In today's fast-paced marketplace, his approach emphasizes agility while prioritizing technology-led solutions that address consumer needs effectively. Through leadership marked by resilience and strategic foresight, he continues to redefine opportunities across various sectors.
With a strong focus on innovation and market disruption, Moises Valladares strategically navigates the entrepreneurial ecosystem. His ability to identify high-potential startups reflects a keen insight into emerging trends and business dynamics. By fostering a culture of collaboration, he aligns resources toward scalable growth, actively seeking out unique partnerships that amplify impact. In today's fast-paced marketplace, his approach emphasizes agility while prioritizing technology-led solutions that address consumer needs effectively. Through leadership marked by resilience and strategic foresight, he continues to redefine opportunities across various 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:
113.47%
Gain +1.78%
Monthly
2.37%
Yearly
32.47%
Drawdown
27.39%
$1.54B
Equity
Holdings
$1.54B
Investment
$1.13B
$534.45M
Profit +$16.3M
Realized
$132.37M
Unrealized
$402.09M
Dividends
$47.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.78%
Profit
$16.3M
Win %
71%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$4.21M
Win %
71%
This Month
Compared to last month
Gain
-0.87%
Profit
-$13.47M
Win %
71%
This Year
Compared to last year
Gain
9.73%
Profit
$136.08M
Win %
70%
BITF Bitfarms Ltd.
+117.58%
+$173,002.95 
MTA
+102.6%
+$1.35M 
00971TAN1
+21.09%
+$2,388.53 
ACHR Archer Aviation Inc.
+19.59%
+$10,016.31 
IREN IREN Limited
+19.57%
+$40,151.16 
516544AB9
+14.13%
+$1,633.13 
10806XAD4
+13.58%
+$1,737.5 
64049MAB6
+13.4%
+$1,075 
29786AAL0
+10.71%
+$1,263 
BTBT Bit Digital, Inc.
+10%
+$5,880 
26142RAB0
+9.62%
+$1,578.95 
QCOC
+8.92%
+$46,515.97 
CRCL Circle Internet Group, Inc.
+8.25%
+$22,350.21 
57164YAF4
+6.49%
+$1,053 
BMNR Bitmine Immersion Technologies, Inc.
+5.99%
+$12,940.98 
ONDS Ondas Holdings Inc.
+5.29%
+$6,210 
IMSR Terrestrial Energy Inc.
+5.08%
+$2,350 
665531AJ8
+4.94%
+$618 
928298AR9
+4.8%
+$615.36 
BABA Alibaba Group Holding Limited SP ADR
+4.67%
+$110,960.31 
LITE Lumentum Holdings Inc.
+4.47%
+$20,161.68 
04271TAB6
+4.25%
+$368.46 
682189AU9
+3.83%
+$396.5 
252131AM9
+3.77%
+$469 
COTY Coty Inc.
+3.45%
+$1,373.94 
AXON Axon Enterprise, Inc.
+3.37%
+$22,875.97 
JOBY Joby Aviation, Inc.
+3.32%
+$3,650.88 
MRVL Marvell Technology, Inc.
+3.32%
+$26,736.46 
JD JD.com Inc.
+3.31%
+$7,289.24 
405024AD2
+3.15%
+$523.63 
974637AF7
+3.15%
+$330 
MSTR Strategy Inc.
+3.13%
+$14,119.38 
ETH Ethan Allen Interiors Inc
+3.08%
+$9,521.28 
ETHA iShares Ethereum Trust
+3.02%
+$53,492.04 
SPOT Spotify Technology S.A.
+2.97%
+$29,678.76 
ETHE Grayscale Ethereum Trust ETF
+2.96%
+$17,321.04 
NU Nu Holdings Ltd.
+2.94%
+$19,745.6 
NBIS Nebius Group N.V.
+2.76%
+$14,990.2 
FXI iShares China Large-Cap ETF
+2.67%
+$52,570.7 
DASH DoorDash, Inc.
+2.65%
+$13,507.85 
PAM Pampa Energia S.A. Sponsored ADR
+2.61%
+$9,657.82 
BUR Burford Capital Limited
+2.55%
+$1,047.7 
ELV Elevance Health, Inc.
+2.44%
+$10,779.85 
BIDU Baidu Inc.
+2.4%
+$16,255.25 
KWEB KraneShares CSI China Internet ETF
+2.35%
+$7,039.62 
ACP abrdn Income Credit Strategies Fund
+2.33%
+$1,225.56 
29355AAK3
+2.3%
+$300 
FIX Comfort Systems USA, Inc.
+2.28%
+$7,585.89 
PDD PDD Holdings Inc. American Depositary Shares
+2.27%
+$6,862.63 
ISRG Intuitive Surgical, Inc.
+2.24%
+$27,163.79 
MSFT Microsoft Corp.
+2.15%
+$898,075.16 
WDC Western Digital Corporation
+2.14%
+$29,049.63 
INTC Intel Corporation
+2.12%
+$61,854.36 
COIN Coinbase Global, Inc.
+2.11%
+$52,506.53 
PGR Progressive Corporation
+2.06%
+$15,540.68 
DINO HF Sinclair Corporation
+2.05%
+$6,211.66 
SNOW Snowflake Inc.
+2.02%
+$29,794.88 
GEV GE Vernova Inc.
+2.02%
+$56,401.75 
CLS Celestica Inc.
+1.99%
+$5,808 
AVGO Broadcom Inc.
+1.98%
+$224,054.91 
MU Micron Technology, Inc.
+1.95%
+$354,717.78 
STX Seagate Technology Holdings plc
+1.88%
+$13,044.79 
03209RAB9
+1.87%
+$199.09 
BITW Bitwise 10 Crypto Index Fund
+1.87%
+$5,202.89 
PLTR Palantir Technologies Inc.
+1.87%
+$116,752.43 
UAL United Airlines Holdings, Inc.
+1.83%
+$8,866.22 
CRM Salesforce Inc
+1.77%
+$33,144.39 
DDOG Datadog, Inc. Class A Common Stock
+1.74%
+$8,803.52 
OSCR Oscar Health, Inc.
+1.72%
+$5,086.5 
TMUS T-Mobile US, Inc.
+1.67%
+$7,973.64 
ABEV Ambev S.A.
+1.65%
+$4,193.5 
VST Vistra Corp
+1.64%
+$15,646.86 
SE Sea Ltd.
+1.58%
+$4,113.12 
AMD Advanced Micro Devices, Inc.
+1.57%
+$200,498.32 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.56%
+$4,276.92 
YPF YPF S.A. Sponsored ADR
+1.53%
+$31,296.8 
EPD Enterprise Products Partners L.P.
+1.52%
+$7,362.52 
GOOG Alphabet Inc
+1.52%
+$344,421 
GOOGL Alphabet Inc
+1.5%
+$563,816.34 
DOW Dow Inc.
+1.5%
+$4,901.4 
GBTC Grayscale Bitcoin Trust ETF
+1.49%
+$4,083.32 
IBIT iShares Bitcoin Trust
+1.49%
+$141,067.44 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.46%
+$3,424.68 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
+1.44%
+$1,218.8 
NOW ServiceNow, Inc.
+1.41%
+$15,826.4 
ICE Intercontinental Exchange, Inc.
+1.37%
+$8,880.05 
DLR Digital Realty Trust, Inc.
+1.36%
+$3,239.79 
AIA iShares Asia 50 ETF
+1.35%
+$34,022.56 
VUZI Vuzix Corporation
+1.33%
+$328.35 
MPWR Monolithic Power Systems, Inc.
+1.28%
+$5,493.6 
IBKR Interactive Brokers Group Inc.
+1.27%
+$5,177.3 
USO United States Oil Fund, LP
+1.25%
+$8,205.7 
CVX Chevron Corporation
+1.24%
+$50,239.89 
PBR Petrobras S.A. Sponsored ADR
+1.22%
+$21,189.52 
DSL DoubleLine Income Solutions Fund
+1.22%
+$2,375.23 
CIEN Ciena Corporation
+1.16%
+$8,972.86 
AMZN Amazon.com Inc
+1.12%
+$593,976.23 
WMB The Williams Companies, Inc.
+1.06%
+$6,385.86 
ABT Abbott Laboratories
+1.03%
+$12,445.68 
MELI MercadoLibre, Inc.
+1.02%
+$36,501.72 
MP MP Materials Corp.
+1.02%
+$6,466.68 
GHY PGIM Global High Yield Fund, Inc.
+1.02%
+$16,020 
DEO Diageo plc Sponsored ADR
+1%
+$2,898.84 
ROST Ross Stores, Inc.
+0.99%
+$3,570.48 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+0.99%
+$14,890.08 
OKLO Oklo Inc.
+0.97%
+$1,855.6 
SCHW Charles Schwab Corporation
+0.96%
+$18,378.92 
INTU Intuit Inc.
+0.94%
+$5,389.06 
BEP Brookfield Renewable Partners L.P.
+0.91%
+$3,704.74 
LNG Cheniere Energy Inc.
+0.9%
+$2,577.96 
CI The Cigna Group
+0.89%
+$3,334.11 
MPC Marathon Petroleum Corporation
+0.87%
+$46,162.14 
COP ConocoPhillips
+0.85%
+$11,121.05 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$1,701.72 
ACN Accenture plc Class A
+0.81%
+$2,737.6 
TJX The TJX Companies, Inc.
+0.8%
+$11,706.84 
OMC Omnicom Group Inc.
+0.78%
+$2,098.56 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.77%
+$2,073.05 
AIQ Global X Artificial Intelligence & Technology ETF
+0.75%
+$14,847.36 
SHOP Shopify Inc.
+0.74%
+$19,063.32 
VRT Vertiv Holdings Co
+0.73%
+$4,291.74 
FCX Freeport-McMoRan Inc.
+0.73%
+$6,066.45 
EWZ iShares MSCI Brazil ETF
+0.71%
+$7,276 
PAYX Paychex Inc.
+0.71%
+$2,630.07 
MA Mastercard Incorporated
+0.71%
+$53,544.68 
COPX Global X Copper Miners ETF
+0.69%
+$12,684.21 
KO The Coca-Cola Company
+0.69%
+$26,226.48 
XOM Exxon Mobil Corporation
+0.68%
+$47,631 
DUK Duke Energy Corporation
+0.67%
+$8,442 
IEP Icahn Enterprises L.P.
+0.67%
+$704.9 
HLT Hilton Worldwide Holdings Inc.
+0.66%
+$4,555.47 
WELL Welltower Inc.
+0.65%
+$1,847.58 
ALLE Allegion plc
+0.65%
+$29,415.39 
DBA Invesco DB Agriculture Fund
+0.65%
+$2,684.7 
T AT&T Inc.
+0.64%
+$11,497.78 
PWR Quanta Services Inc.
+0.64%
+$4,703.01 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.63%
+$3,315 
MO Altria Group, Inc.
+0.61%
+$4,855.05 
PCN PIMCO Corporate & Income Strategy Fund
+0.6%
+$17,531.5 
V Visa Inc. Class A
+0.56%
+$48,198.03 
DBC Invesco DB Commodity Index Tracking Fund
+0.55%
+$15,668.32 
GD General Dynamics Corporation
+0.55%
+$4,464.22 
HON Honeywell International Inc.
+0.52%
+$13,990.06 
ILF iShares Latin America 40 ETF
+0.5%
+$2,965.99 
RLX Rlx Technology Inc. - ADR
+0.49%
+$124.98 
RTX RTX Corporation
+0.48%
+$16,288.95 
BMA Banco Macro S.A. American Depositary Receipt
+0.47%
+$2,081.94 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.47%
+$1,451.4 
PYPL PayPal Holdings Inc
+0.46%
+$8,443.5 
NOC Northrop Grumman Corporation
+0.46%
+$2,705.51 
XLE Energy Select Sector SPDR Fund
+0.45%
+$15,740.14 
SOXX iShares Semiconductor ETF
+0.45%
+$5,913.54 
CEG Constellation Energy Corporation
+0.44%
+$1,625.04 
DAL Delta Air Lines, Inc.
+0.44%
+$2,263.66 
ANET Arista Networks, Inc.
+0.44%
+$5,449.43 
SPMO Invesco S&P 500 Momentum ETF
+0.44%
+$2,766.33 
EEM iShares MSCI Emerging Markets ETF
+0.43%
+$8,254.44 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.42%
+$1,239.21 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.42%
+$913.95 
SMH VanEck Semiconductor ETF
+0.41%
+$21,640.51 
SIVR abrdn Physical Silver Shares ETF
+0.41%
+$2,073.28 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.4%
+$4,964.52 
JETS U.S. Global Jets ETF
+0.39%
+$1,449.48 
SLV iShares Silver Trust
+0.39%
+$80,875.2 
CHY Calamos Convertible and High Income Fund
+0.38%
+$801.65 
ETN Eaton Corporation plc
+0.35%
+$5,414.46 
ARTY iShares Future AI & Tech ETF
+0.35%
+$2,973.44 
INVZ Innoviz Technologies Ltd.
+0.35%
+$63 
APD Air Products and Chemicals, Inc.
+0.34%
+$3,240.05 
DD DuPont de Nemours, Inc.
+0.34%
+$734.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$6,775.67 
IYW iShares U.S. Technology ETF
+0.3%
+$2,393.64 
CBLS Clough Hedged Equity ETF
+0.3%
+$28,695.94 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$4,843.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$2,281.95 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$867.9 
PSLV Sprott Physical Silver Trust
+0.28%
+$18,047.99 
MHD BlackRock MuniHoldings Fund Inc.
+0.26%
+$355.02 
IXN iShares Global Tech ETF
+0.25%
+$747.45 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.25%
+$512.82 
BP BP p.l.c. Sponsored ADR
+0.24%
+$1,875 
NVDA NVIDIA Corporation
+0.23%
+$144,526.19 
LEU Centrus Energy Corp.
+0.22%
+$535.16 
CSQ Calamos Strategic Total Return Fund
+0.2%
+$526.96 
IGV iShares Expanded Tech-Software Sector ETF
+0.19%
+$644.94 
MAR Marriott International Inc. - Class A
+0.19%
+$1,206.1 
IUSG iShares Core S&P U.S. Growth ETF
+0.18%
+$505.24 
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs
+0.17%
+$320.36 
VTR Ventas Inc.
+0.16%
+$880.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$1,255.86 
IBM International Business Machines Corporation
+0.15%
+$2,672.34 
LMT Lockheed Martin Corporation
+0.15%
+$2,421.65 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.14%
+$659.82 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
+0.14%
+$756 
IHI iShares U.S. Medical Devices ETF
+0.14%
+$581.14 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$3,116.88 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$460.5 
BCAT BlackRock Capital Allocation Trust
+0.13%
+$288.3 
CVS CVS Health Corporation
+0.13%
+$1,122.94 
DXJ WisdomTree Japan Hedged Equity Fund
+0.12%
+$1,028.95 
VGT Vanguard Information Technology ETF
+0.12%
+$5,108.56 
QQQI Neos NASDAQ-100 High Income ETF
+0.11%
+$273.6 
MDT Medtronic plc
+0.11%
+$1,007.19 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$36,791.56 
CB Chubb Limited
+0.1%
+$1,559.92 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$36,441.6 
ENFR Alerian Energy Infrastructure ETF
+0.1%
+$439.65 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$1,026.77 
RAAX VanEck Real Assets ETF
+0.09%
+$196.81 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.09%
+$627.38 
AWP abrdn Global Premier Properties Fund
+0.08%
+$104.75 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$1,376.28 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.07%
+$534.5 
VUG Vanguard Growth ETF
+0.07%
+$1,878.48 
XLK State Street Technology Select Sector SPDR ETF
+0.07%
+$2,337.12 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.07%
+$203.04 
CGXU Capital Group International Focus Equity ETF
+0.06%
+$166 
CLOX Eldridge AAA CLO ETF
+0.06%
+$267.47 
SYFI AB Short Duration High Yield ETF
+0.06%
+$129.22 
SRLN SPDR Blackstone Senior Loan ETF
+0.05%
+$1,240.6 
HAS Hasbro Inc.
+0.05%
+$139.04 
DEED First Trust TCW Securitized Plus ETF
+0.05%
+$267 
STT State Street Corp
+0.04%
+$139.04 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$731.91 
ATI ATI Inc.
+0.04%
+$109.34 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$396.51 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.04%
+$149.88 
MAGS Roundhill Magnificent Seven Fund
+0.03%
+$273.92 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.03%
+$289.81 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$1,493.04 
CME CME Group Inc.
+0.02%
+$122.94 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.02%
+$56 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$67.4 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$46.96 
GGAL Grupo Financiero Galicia S.A. ADR
+0.02%
+$185.69 
QNXT iShares NASDAQ 100 Ex Top 30 ETF
+0.02%
+$50.19 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$41.15 
PAAA PGIM AAA CLO ETF
+0.02%
+$126.67 
TXN Texas Instruments Inc
+0.02%
+$327.93 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$93.42 
GMAR FT Vest US Equity Moderate B Fund
+0.01%
+$73.52 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.01%
+$63.59 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$52.54 
SHV iShares Short Treasury Bond ETF
+0.01%
+$331.88 
008073AA6
0%
$0 
00827BAD8
0%
$0 
02081GAB8
0%
$0 
18452BAC4
0%
$0 
18915MAC1
0%
$0 
19260QAF4
0%
$0 
40171VAC4
0%
$0 
538034BC2
0%
$0 
595017BG8
0%
$0 
76954AAD5
0%
$0 
86800UAD6
0%
$0 
BPRE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GERN Geron Corporation
0%
$0 
GFEB FT VEST US Equity Moderate Fund
0%
$0 
GOCT FT Vest US Equity Moderate Fund
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
QJUN FT Vest Nasdaq-100 Buffer ETF
0%
$0 
QTOP iShares Nasdaq Top 30 Stocks ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
CGC
-82.76%
-$210,233.71 
91680MAF4
-18.91%
-$3,628.6 
DFNS T3 Defense Inc.
-18.86%
-$203.74 
86800UAB0
-17.37%
-$3,856 
743312AD2
-11.55%
-$1,625 
TLNE TALEN ENERGY CORP NEW
-11.02%
-$34,983.5 
194014AB2
-8.76%
-$1,202 
SES SES AI Corporation
-8.73%
-$742.98 
BE Bloom Energy Corporation
-8.33%
-$85,007.1 
37940XAU6
-6.47%
-$975 
83304AAK2
-6.2%
-$530 
69331CAL2
-6.08%
-$1,348.5 
PACB Pacific Biosciences of California, Inc.
-5.56%
-$1,487.6 
AQST Aquestive Therapeutics Inc.
-4.25%
-$1,783.25 
NTLA Intellia Therapeutics Inc.
-4%
-$4,563.65 
ORCL Oracle Corporation
-3.98%
-$121,489.59 
695127AJ9
-3.98%
-$398.83 
KKR KKR & Co. Inc.
-3.93%
-$24,109.81 
UPS United Parcel Service, Inc.
-3.85%
-$38,020.29 
CMG Chipotle Mexican Grill, Inc.
-3.8%
-$36,978.68 
RKT Rocket Companies, Inc. Class A
-3.78%
-$6,675.35 
WBD Warner Bros. Discovery, Inc.
-3.76%
-$7,672.97 
CX Cemex S.A.B. de C.V. Sponsored ADR
-3.7%
-$5,871.36 
DELL Dell Technologies Inc.
-3.69%
-$57,890.91 
SQ Block, Inc.
-3.67%
-$67,874.7 
ARES Ares Management Corporation
-3.51%
-$8,912.61 
ZURA Zura Bio Ltd.
-3.49%
-$4,873.5 
090043AF7
-3.31%
-$364.8 
SOLS Sollensys Corp
-3.27%
-$10,016.04 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.23%
-$17,257.2 
URI United Rentals, Inc.
-3.11%
-$18,655 
23804LAD5
-3.11%
-$836.5 
DHI D.R. Horton, Inc.
-3.08%
-$13,988.63 
TSLA Tesla, Inc.
-2.96%
-$503,824.9 
OCUL Ocular Therapeutix Inc.
-2.9%
-$2,600 
TFC Truist Financial Corporation
-2.86%
-$22,782 
BN Brookfield Corporation
-2.84%
-$7,843 
PANW Palo Alto Networks, Inc.
-2.79%
-$161,111.58 
RKLB Rocket Lab Corporation
-2.78%
-$5,974.64 
LLY Eli Lilly and Company
-2.73%
-$210,943.09 
NVS Novartis AG Sponsored ADR
-2.73%
-$25,590.6 
WCC Wesco International Inc.
-2.69%
-$8,660.24 
JMIA Jumia Technologies AG
-2.62%
-$11,138.4 
BX Blackstone Inc.
-2.6%
-$116,169.9 
AZN AstraZeneca PLC American Depositary Shares
-2.59%
-$25,202.52 
QMNV
-2.56%
-$5,278.43 
IR Ingersoll Rand Inc.
-2.5%
-$73,511.1 
NUE Nucor Corporation
-2.48%
-$7,713.17 
AU AngloGold Ashanti plc
-2.45%
-$6,301.76 
CDW CDW Corporation
-2.42%
-$8,779.15 
MRK Merck & Co., Inc.
-2.42%
-$47,657.07 
KLAC KLA Corporation
-2.42%
-$19,055 
STWD Starwood Property Trust Inc.
-2.35%
-$6,020 
RWT Redwood Trust Inc.
-2.34%
-$3,018 
BDX Becton, Dickinson and Company
-2.33%
-$8,896.59 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$130,704.84 
FDX FedEx Corporation
-2.16%
-$11,539.32 
GE General Electric Company
-2.16%
-$33,440.73 
XBI SPDR S&P Biotech ETF
-2.15%
-$6,998.54 
AAPL Apple Inc.
-2.14%
-$2.79M 
ALB Albemarle Corporation
-2.14%
-$3,483 
LIT GLOBAL X LITHIUM & BATTERY T
-2.13%
-$5,517.34 
BA Boeing Company
-2.13%
-$98,116.2 
DOV Dover Corporation
-2.12%
-$6,178.9 
BTQ BTQ Technologies Corp.
-2.12%
-$3,986.5 
EMR Emerson Electric Co.
-2.12%
-$8,320.56 
MS Morgan Stanley
-2.12%
-$68,030.49 
MNST Monster Beverage Corporation
-2.1%
-$10,049.1 
UNG United States Natural Gas Fund, L.P.
-2.09%
-$4,665.98 
LRCX Lam Research Corporation
-2.09%
-$36,650.1 
NFLX Netflix, Inc.
-1.96%
-$133,334.1 
NRGV Energy Vault Holdings Inc.
-1.95%
-$945.12 
GPC Genuine Parts Company
-1.94%
-$8,753.14 
LOW Lowe's Companies Inc.
-1.93%
-$22,921.98 
AMRZ Amrize Ltd.
-1.91%
-$3,500.75 
NET Cloudflare Inc.
-1.91%
-$7,663.8 
IFRX InflaRx N.V.
-1.89%
-$2,108.75 
DE Deere & Company
-1.88%
-$27,133.34 
APO Apollo Global Management, Inc.
-1.85%
-$11,370.77 
LDI loanDepot, Inc.
-1.83%
-$284.92 
UNP Union Pacific Corporation
-1.82%
-$24,865.5 
CAT Caterpillar Inc.
-1.81%
-$72,469.35 
WMT Walmart Inc.
-1.79%
-$106,475.76 
ORLY O'Reilly Automotive Inc.
-1.77%
-$15,412.8 
AMT American Tower Corporation
-1.76%
-$12,657.01 
HD The Home Depot, Inc.
-1.72%
-$54,038.19 
SAN Banco Santander S.A. Sponsored ADR
-1.7%
-$5,123.71 
BLK BlackRock, Inc.
-1.69%
-$19,464.83 
JNJ Johnson & Johnson
-1.67%
-$92,384.24 
CRSP Crispr Therapeutics AG
-1.65%
-$3,585.02 
SRE Sempra
-1.63%
-$4,062 
F Ford Motor Company
-1.62%
-$10,363.34 
FAST Fastenal Co.
-1.6%
-$4,878.59 
MLM Martin Marietta Materials, Inc.
-1.59%
-$4,314.57 
BDN Brandywine Realty Trust
-1.59%
-$1,150 
HSBC HSBC Holdings plc Sponsored ADR
-1.59%
-$4,787.2 
IONQ IonQ, Inc.
-1.55%
-$3,794.58 
WVE Wave Life Sciences Ltd.
-1.55%
-$990 
ZBH Zimmer Biomet Holdings, Inc.
-1.54%
-$10,288.6 
AMTB Amerant Bancorp Inc.
-1.53%
-$3,953.2 
NSC Norfolk Southern Corporation
-1.53%
-$11,033.94 
SNY Sanofi American Depositary Receipt
-1.52%
-$4,186.76 
PLD Prologis Inc.
-1.52%
-$12,934.44 
SNPS Synopsys, Inc.
-1.51%
-$5,820.81 
NIO Nio Inc.
-1.43%
-$1,830.78 
DGX Quest Diagnostics Inc.
-1.43%
-$3,252.54 
BKR Baker Hughes Company
-1.43%
-$8,337.6 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$7,434.41 
RACE Ferrari N.V.
-1.41%
-$3,504.61 
TDY Teledyne Technologies Incorporated
-1.41%
-$6,018.82 
CCL Carnival Corporation Ltd.
-1.4%
-$19,913.72 
QSR Restaurant Brands International Inc.
-1.4%
-$4,931.85 
CMI Cummins Inc.
-1.4%
-$11,755.98 
BAC Bank of America Corporation
-1.39%
-$78,671.75 
WFC Wells Fargo & Company
-1.35%
-$21,576.3 
NLY Annaly Capital Management, Inc.
-1.35%
-$25,940.18 
EWL iShares MSCI Switzerland ETF
-1.34%
-$8,568 
LYG Lloyds Banking Group Plc ADR
-1.34%
-$1,215.92 
DHR Danaher Corporation
-1.33%
-$5,219.68 
DIS The Walt Disney Company
-1.29%
-$37,787.4 
NNDM Nano Dimension Ltd.
-1.29%
-$200 
SHEL Shell plc
-1.28%
-$29,261.12 
SLB Schlumberger Limited
-1.28%
-$4,405.2 
IAG Iamgold Corporation
-1.27%
-$2,291.58 
CSX CSX Corporation
-1.26%
-$3,788.16 
CCI Crown Castle Inc.
-1.25%
-$4,226.31 
CAH Cardinal Health Inc.
-1.21%
-$6,307.29 
PEP PepsiCo, Inc.
-1.21%
-$13,885.9 
AON Aon plc
-1.21%
-$4,199.63 
INSM Insmed Inc.
-1.2%
-$4,496.71 
PFE Pfizer Inc.
-1.2%
-$15,312.3 
RIO Rio Tinto Plc Sponsored ADR
-1.2%
-$12,523.68 
MDLZ Mondelez International, Inc.
-1.2%
-$2,976.94 
IYH iShares U.S. Healthcare ETF
-1.2%
-$3,402.81 
LEN Lennar Corporation
-1.18%
-$3,044.25 
MCK McKesson Corporation
-1.18%
-$10,476.13 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$13,600.04 
EWU iShares MSCI United Kingdom ETF
-1.17%
-$16,894.35 
IQDG WisdomTree International Quality Dividend Growth Fund
-1.14%
-$2,589.65 
XLV Health Care Select Sector SPDR Fund
-1.14%
-$35,051.92 
CSCO Cisco Systems, Inc.
-1.11%
-$26,776.56 
EFAA Invesco MSCI EAFE Income Advantage ETF
-1.1%
-$11,360.64 
OBDC Blue Owl Capital Corporation
-1.09%
-$2,333.04 
CPNG Coupang Inc.
-1.08%
-$2,211.3 
PNC The PNC Financial Services Group, Inc.
-1.08%
-$7,273.28 
MET MetLife Inc.
-1.07%
-$3,726.9 
UNH UnitedHealth Group Incorporated
-1.07%
-$38,113.3 
IEUR iShares Core MSCI Europe ETF
-1.06%
-$6,807.2 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$3,378.4 
ADBE Adobe Inc.
-1.06%
-$5,695.17 
ILMN Illumina, Inc.
-1.05%
-$3,977.43 
KRE SPDR S&P Regional Banking ETF
-1.04%
-$3,156 
FAS Direxion Daily Financial Bull 3x Shares
-1.04%
-$4,651.5 
EQT EQT Corporation
-1.03%
-$1,695.75 
VGK Vanguard FTSE Europe ETF
-1.02%
-$30,420.9 
OIH VanEck Oil Services ETF
-1%
-$14,016.99 
TECK Teck Resources Ltd.
-1%
-$2,937.55 
DOC Healthpeak Properties, Inc.
-0.98%
-$6,558.2 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.98%
-$3,693.25 
FHI Federated Hermes Inc.
-0.97%
-$2,219.01 
AXP American Express Company
-0.96%
-$36,105.15 
D Dominion Energy, Inc.
-0.96%
-$8,274.24 
GS The Goldman Sachs Group, Inc.
-0.96%
-$45,742.78 
RGLD Royal Gold Inc.
-0.96%
-$3,053.47 
BMY Bristol-Myers Squibb Company
-0.95%
-$2,662.2 
XYLD Global X S&P 500 Covered Call ETF
-0.92%
-$6,103.18 
RTO Rentokil Initial plc Sponsored ADR
-0.92%
-$1,793.68 
WPC W. P. Carey Inc.
-0.91%
-$2,631.66 
NEE NextEra Energy, Inc.
-0.9%
-$17,560 
ODFL Old Dominion Freight Line, Inc.
-0.89%
-$2,325.44 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.89%
-$3,772.44 
GLW Corning Incorporated
-0.89%
-$12,861.56 
SO The Southern Company
-0.88%
-$3,444.84 
VIS Vanguard Industrials ETF
-0.87%
-$2,391.99 
BMEZ BlackRock Health Sciences Trust II
-0.85%
-$2,262.78 
QCOM QUALCOMM Incorporated
-0.85%
-$11,136.88 
IQLT iShares MSCI International Quality Factor ETF
-0.85%
-$3,952.63 
IMTM iShares MSCI International Momentum Factor ETF
-0.83%
-$7,568 
GDX VanEck Gold Miners ETF
-0.81%
-$10,826.28 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$10,317.54 
O Realty Income Corporation
-0.81%
-$3,637.39 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.8%
-$17,146.35 
GILD Gilead Sciences Inc.
-0.8%
-$9,694.11 
DG Dollar General Corporation
-0.8%
-$3,441 
PSA Public Storage Common Stock
-0.79%
-$1,932.7 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$13,416.73 
JCI Johnson Controls International plc
-0.78%
-$7,031.59 
ADI Analog Devices, Inc.
-0.77%
-$5,428.82 
FTNT Fortinet Inc.
-0.77%
-$3,915 
BAC-PL Bank of America Corporation
-0.76%
-$4,391.22 
AME Ametek Inc.
-0.76%
-$2,812.07 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.75%
-$5,975.97 
AMAT Applied Materials, Inc.
-0.75%
-$12,165.09 
ROBO ROBO Global Robotics & Automation Index ETF
-0.74%
-$1,896.02 
TLT iShares 20+ Year Treasury Bond ETF
-0.74%
-$15,896.79 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.74%
-$2,016.2 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.74%
-$17,216.32 
EFA iShares MSCI EAFE ETF
-0.74%
-$10,786.68 
INDA ISHARES MSCI INDIA ETF
-0.74%
-$6,926.4 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.73%
-$1,949.1 
TTE TotalEnergies SE
-0.72%
-$3,208.42 
EZU iShares MSCI Eurozone ETF
-0.72%
-$20,843.62 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$10,138.11 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.72%
-$4,100.2 
ABNB Airbnb, Inc.
-0.71%
-$3,862.52 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$8,004.28 
BBAI BigBear.ai Holdings Inc.
-0.7%
-$252.98 
WPM Wheaton Precious Metals Corp.
-0.7%
-$4,395.33 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$1,669.96 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$2,324.92 
MSI Motorola Solutions, Inc.
-0.7%
-$1,537.93 
IUSV iShares Core S&P U.S. Value ETF
-0.69%
-$1,717.87 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.69%
-$5,245.5 
HOOD Robinhood Markets, Inc.
-0.68%
-$5,954.08 
ROK Rockwell Automation, Inc.
-0.68%
-$2,678.43 
VB Vanguard Small-Cap ETF
-0.68%
-$2,366 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$13,372.44 
REGN Regeneron Pharmaceuticals, Inc.
-0.67%
-$1,983.96 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.67%
-$1,557.3 
IWN iShares Russell 2000 Value ETF
-0.67%
-$2,440.62 
IWS iShares Russell Mid-Cap Value ETF
-0.67%
-$1,565.11 
NKE Nike, Inc. - Class B
-0.66%
-$2,801.98 
VOLT Tema Electrification Fund
-0.66%
-$1,602 
JPM JPMorgan Chase & Co.
-0.65%
-$78,687.78 
REG Regency Centers Corporation
-0.65%
-$2,164.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.65%
-$1,734.8 
RC Ready Capital Corporation
-0.65%
-$156.44 
SBUX Starbucks Corporation
-0.65%
-$6,898.6 
IDXX IDEXX Laboratories, Inc.
-0.64%
-$1,506.45 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.64%
-$3,091 
VALE Vale S.A.
-0.63%
-$10,136.34 
ITA iShares U.S. Aerospace & Defense ETF
-0.63%
-$19,255.94 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$8,245.91 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.63%
-$1,373.56 
VOE Vanguard Mid-Cap Value ETF
-0.63%
-$22,860 
UL Unilever PLC Sponsored American Depositary Receipt
-0.62%
-$4,981.08 
SUPV Grupo Supervielle S.A.
-0.62%
-$897.36 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.62%
-$7,408.86 
IVE ISHARES S&P 500 VALUE ETF
-0.61%
-$6,093.18 
WDEF WisdomTree Europe Hedged Equity Fund
-0.61%
-$2,044.08 
COF Capital One Financial Corporation
-0.61%
-$3,855.57 
VTWO Vanguard Russell 2000 ETF
-0.61%
-$1,537.2 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.6%
-$1,066.23 
FENI Fidelity Enhanced International ETF
-0.6%
-$3,216 
CTVA Corteva Inc.
-0.6%
-$1,549.6 
HLN Haleon Plc - ADR
-0.59%
-$2,020.86 
BSX Boston Scientific Corporation
-0.59%
-$3,331.38 
NAD Nuveen Quality Municipal Income Fund
-0.59%
-$1,842.54 
IWM iShares Russell 2000 ETF
-0.59%
-$26,290.95 
GDXJ VanEck Junior Gold Miners ETF
-0.59%
-$16,520.76 
AMGN Amgen Inc.
-0.58%
-$8,318.84 
RING iShares MSCI Global Gold Miners ETF
-0.57%
-$4,561.9 
PG Procter & Gamble Co
-0.57%
-$11,974.8 
BOC Boston Omaha Corporation
-0.57%
-$1,221.6 
MSCI MSCI Inc.
-0.56%
-$1,530.05 
BTI British American Tobacco p.l.c. ADR
-0.56%
-$3,141.25 
NEM Newmont Corporation
-0.56%
-$2,676.5 
465741AQ9
-0.56%
-$95.52 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.55%
-$1,680.7 
SPGI S&P Global Inc.
-0.55%
-$1,673.27 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$36,721.65 
BTG B2Gold Corp
-0.55%
-$281.3 
WWD Woodward Inc.
-0.54%
-$1,446.26 
VNQ Vanguard Real Estate ETF
-0.54%
-$9,033.07 
COST Costco Wholesale Corporation
-0.54%
-$42,963.26 
SDY SPDR S&P Dividend ETF
-0.54%
-$2,031.84 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.53%
-$2,052 
IYF iShares U.S. Financials ETF
-0.53%
-$4,943.02 
FVD First Trust Value Line Dividend Index Fund
-0.52%
-$3,542.5 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.52%
-$5,411.56 
LHX L3Harris Technologies, Inc.
-0.52%
-$1,360.73 
IWR iShares Russell Mid-Cap ETF
-0.51%
-$4,987.36 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$2,971.37 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.51%
-$2,296 
OPPE WisdomTree European Opportunities Fund
-0.5%
-$8,371.31 
CPAI Counterpoint Quantitative Equity ETF
-0.5%
-$52,006.76 
C Citigroup Inc.
-0.49%
-$16,480.9 
FTCS First Trust Capital Strength ETF
-0.49%
-$2,709.12 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$26,082.26 
SCHD Schwab U.S. Dividend Equity ETF
-0.49%
-$22,580.96 
ZTS Zoetis Inc.
-0.48%
-$1,216.19 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$3,139.24 
AEM Agnico Eagle Mines Limited
-0.46%
-$1,024.38 
PGX Invesco Preferred ETF
-0.46%
-$2,100.05 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.46%
-$2,160.84 
338307AF8
-0.46%
-$40 
MMM 3M Company
-0.46%
-$5,628.3 
APH Amphenol Corporation
-0.46%
-$4,091.7 
RSP Invesco S&P 500 Equal Weight ETF
-0.45%
-$71,118.9 
VTV Vanguard Value ETF
-0.45%
-$32,368.9 
BKLN Invesco Senior Loan ETF
-0.44%
-$3,264.03 
ABBV AbbVie Inc.
-0.44%
-$17,253.84 
EPP iShares MSCI Pacific ex Japan ETF
-0.44%
-$2,563.46 
SAP SAP SE Sponsored ADR
-0.43%
-$2,153.49 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$1,517.67 
IGF iShares Global Infrastructure ETF
-0.43%
-$928 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.43%
-$2,659.4 
IWD iShares Russell 1000 Value ETF
-0.43%
-$11,817.07 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.43%
-$3,267.22 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$21,628.08 
BKMC BNY Mellon US Mid Cap Core Equity ETF
-0.42%
-$2,508.8 
XLRE The Real Estate Select Sector SPDR Fund
-0.42%
-$1,007.19 
UPRO ProShares UltraPro S&P500
-0.42%
-$2,737.03 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.42%
-$2,411.86 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.41%
-$855 
VRP Invesco Variable Rate Preferred ETF
-0.41%
-$1,388.4 
UBER Uber Technologies, Inc.
-0.4%
-$11,018.26 
VO Vanguard Mid-Cap ETF
-0.4%
-$1,085.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$17,201.28 
XLF Financial Select Sector SPDR Fund
-0.39%
-$14,027.64 
IXUS iShares Core International Stock ETF
-0.39%
-$1,738.44 
TT Trane Technologies plc
-0.39%
-$130,266.5 
AVLV Avantis U.S. Large Cap Value ETF
-0.38%
-$1,613.5 
DTD WisdomTree U.S. Total Dividend Fund
-0.38%
-$1,165.68 
EWS iShares MSCI Singapore ETF
-0.38%
-$2,416.68 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$10,549.3 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.37%
-$1,871.7 
WCMI First Trust WCM International Equity ETF
-0.37%
-$916.65 
PRF Invesco FTSE RAFI US 1000 ETF
-0.37%
-$1,177.2 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.37%
-$9,461.7 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$17,572.95 
QTUM Defiance Quantum ETF
-0.36%
-$1,354.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$20,466.3 
GM General Motors Company
-0.35%
-$1,290.87 
EPI WisdomTree India Earnings Fund
-0.35%
-$2,093.4 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.35%
-$12,055.25 
ACWI iShares MSCI ACWI ETF
-0.34%
-$13,948.48 
ARKK ARK Innovation ETF Fund
-0.33%
-$2,690.5 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.33%
-$4,464.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$2,153.7 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
-0.32%
-$1,257.04 
VT Vanguard Total World Stock ETF
-0.32%
-$11,988.09 
AMP Ameriprise Financial, Inc.
-0.31%
-$2,372.7 
HAL Halliburton Company
-0.31%
-$852.28 
PDI Pimco Dynamic Income Fund
-0.31%
-$1,851.5 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.29%
-$1,008.49 
PVAL Putnam Focused Large Cap Value ETF
-0.29%
-$3,432.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.29%
-$3,372.26 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$12,709.76 
GOF Guggenheim Strategic Opportunities Fund
-0.28%
-$754.98 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$9,364.91 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.28%
-$7,612.41 
RCL Royal Caribbean Group
-0.28%
-$1,472.78 
BKDV BNY Mellon Dynamic Value ETF
-0.27%
-$3,950.73 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$554.16 
EQIX Equinix, Inc.
-0.26%
-$2,076.68 
CGGO Capital Group Global Growth Equity ETF
-0.26%
-$846.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$23,454.5 
PH Parker-Hannifin Corporation
-0.25%
-$1,582.69 
SILJ Amplify Junior Silver Miners ETF
-0.25%
-$18,146.58 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$1,469.7 
REET iShares Global REIT ETF
-0.24%
-$4,307.03 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.24%
-$592.42 
CINF Cincinnati Financial Corporation
-0.24%
-$549.11 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$491.81 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$1,763.82 
PHYS Sprott Physical Gold Trust
-0.23%
-$6,601.56 
LIN Linde plc
-0.23%
-$1,663.76 
SYK Stryker Corporation
-0.23%
-$1,583.35 
GLDM SPDR Gold MiniShares Trust
-0.23%
-$1,616.04 
HYD VanEck High Yield Muni ETF
-0.23%
-$1,118.6 
CAIE Calamos Autocallable Income ETF
-0.22%
-$5,354.46 
MBB iShares MBS ETF
-0.22%
-$5,800.62 
SPG Simon Property Group, Inc.
-0.22%
-$2,199.63 
GLD SPDR Gold Shares
-0.22%
-$70,767.21 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.21%
-$2,325.3 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.21%
-$393.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$5,890.82 
PPLT abrdn Physical Platinum Shares ETF
-0.21%
-$384.9 
RDVI FT Vest Rising Dividend Achievers Fund
-0.21%
-$2,004.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$16,920.86 
ECH iShares MSCI Chile ETF
-0.21%
-$2,404.64 
VZ Verizon Communications Inc.
-0.21%
-$2,893.23 
CRWV CoreWeave, Inc.
-0.2%
-$792.61 
TIP iShares TIPS Bond ETF
-0.2%
-$5,647.54 
VLUE iShares MSCI USA Value Factor ETF
-0.2%
-$2,231.8 
IAU iShares Gold Trust
-0.2%
-$8,567.1 
ET Energy Transfer L.P.
-0.2%
-$2,046.52 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.2%
-$1,954.3 
KTOS Kratos Defense & Security Solutions, Inc.
-0.2%
-$286.56 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$1,365.32 
BHP BHP Group Ltd.
-0.19%
-$991.95 
CGUS Capital Group Core Equity ETF
-0.18%
-$638.24 
IVV iShares Core S&P 500 ETF
-0.18%
-$27,373.48 
IAUM iShares Gold Trust Micro
-0.17%
-$2,363.2 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$2,496 
VIST Vista Energy, S.A.B. de C.V.
-0.17%
-$1,225.62 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$521.75 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.17%
-$1,135.4 
MUB iShares National Muni Bond ETF
-0.17%
-$922.14 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$1,108.48 
DAX Global X DAX Germany ETF
-0.17%
-$815.14 
HWM Howmet Aerospace Inc.
-0.17%
-$962.08 
YDEC FT Vest International Equity Fund
-0.16%
-$478.62 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.16%
-$501.04 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$149,347.35 
GJUL FT Vest US Equity Moderate Class B
-0.16%
-$349.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$2,754.59 
PTLC Pacer Trendpilot US Large Cap ETF
-0.15%
-$978.12 
URA Global X Uranium ETF
-0.15%
-$2,503.74 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.15%
-$731.08 
DJUN FT VEST US Equity Deep Buffer Fund
-0.15%
-$352.5 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.15%
-$398.92 
CGMU Capital Group Municipal Income ETF
-0.15%
-$997.84 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.15%
-$714 
VOO Vanguard S&P 500 ETF
-0.14%
-$24,720.44 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$315.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.14%
-$3,891.12 
PM Philip Morris International Inc.
-0.14%
-$3,349.32 
TRV The Travelers Companies, Inc.
-0.13%
-$889.92 
BNY BlackRock New York Municipal Income Trust
-0.13%
-$646.03 
XEL Xcel Energy Inc.
-0.13%
-$257.9 
FMAR FT Vest U.S. Equity Buffer ETF
-0.12%
-$399.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.12%
-$411.12 
CGHM Capital Group Municipal High-Income ETF
-0.12%
-$303.69 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$310.76 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.12%
-$648.4 
SPYI NEOS S&P 500 High Income ETF
-0.11%
-$336.97 
VICI Vici Properties Inc.
-0.11%
-$755.94 
FOCT FT Vest U.S. Equity Buffer ETF
-0.11%
-$1,825.03 
FAPR FT Vest U.S. Equity Buffer ETF
-0.11%
-$448.49 
WM Waste Management, Inc.
-0.11%
-$890.75 
USMV iShares MSCI USA Min Vol Factor ETF
-0.1%
-$340.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$2,609.28 
JMUB JPMorgan Municipal Bond ETF
-0.1%
-$497.4 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$3,180.12 
EMD Western Asset Emerging Markets Debt Fund Inc.
-0.09%
-$1,406.84 
PTNQ Pacer Trendpilot 100 ETF
-0.09%
-$306.79 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.09%
-$308.52 
PTY PIMCO Corporate & Income Opportunity Fund
-0.08%
-$182.44 
TEL TE Connectivity plc
-0.08%
-$532.1 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$576.08 
CEF Sprott Physical Gold and Silver Trust
-0.08%
-$174.69 
FFEB FT Vest US Equity Buffer ETF
-0.07%
-$497.12 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.07%
-$1,148.61 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$2,986.92 
FFLC Fidelity Large Cap Core Fund
-0.07%
-$5,009.4 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$1,271.44 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.07%
-$242.91 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$429.06 
EWJ iShares MSCI Japan ETF
-0.07%
-$2,867.82 
NNOV Innovator G-100 Power Buffer ETF - November
-0.07%
-$505.68 
JBBB Janus Henderson B-BBB CLO ETF
-0.06%
-$159.45 
VOT Vanguard Mid-Cap Growth ETF
-0.06%
-$367.02 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$100.13 
PREF Principal Spectrum Preferred Securities Active ETF
-0.05%
-$1,341.17 
SHLD Global X Defense Tech ETF
-0.05%
-$117.15 
IGLD FT Vest Gold Strategy Target Fund
-0.05%
-$252 
MRSH Marsh & McLennan Companies, Inc.
-0.04%
-$198.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$623.63 
CMCSA Comcast Corp
-0.04%
-$275.43 
DBB Invesco DB Base Metals Fund
-0.04%
-$291.78 
SECU iShares Securitized Income Active ETF
-0.04%
-$291.3 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$423.92 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$163.32 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
-0.03%
-$69 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.03%
-$210.74 
MCD McDonald's Corporation
-0.03%
-$685.89 
META Meta Platforms Inc Class A
-0.03%
-$8,113.81 
CPA Copa Holdings S.A.
-0.01%
-$35.74 
XMAR FT Vest US Equity Enhanced Fund
-0.01%
-$231.03 
FPX First Trust US Equity Opportunities ETF
-0.01%
-$59.12 
ADP Automatic Data Processing Inc.
-0.01%
-$32.05 
FNOV FT Vest US Equity Buffer ETF
-0.01%
-$57.87 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$142.07 
TGT Target Corporation
-0.01%
-$88.64 Events
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Dividends
Dividend Analysis
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| Trades 6880 | Longs Won 4517/6880 65% | Profit Factor 9.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $605,644.32 |
| Average Win $133,020.47 | Best Trade (Jul 30) $27.23M | Sharpe Ratio -14.63 |
| Average Loss -$28,099.41 | Worst Trade (Jul 30) -$3.32M | Z-Score 14.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $77,682.35 |
| 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 | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Moises Valladares?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $22.38M, Apple Inc - $13.32M, Tesla, Inc - $6.43M, Invesco QQQ Trust, Series 1 - $6.26M, and Amazon.com Inc - $6.15M. 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: Nio Inc - $1.49M, Vale S.A - $922,650, Novo Nordisk A/S Sponsored ADR - $728,006.33, Pfizer Inc - $525,515.38, and Adecoagro S.A - $436,377.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Moises Valladares's portfolio generate?
The portfolio generates substantial dividend income, with a total of $47.47M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.86M, Apple Inc - $1.28M, Petrobras S.A. Sponsored ADR - $1.24M, JPMorgan Equity Premium Income Fund - $1.2M, and Microsoft Corp - $903,225.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Moises Valladares's monthly returns?
Moises Valladares's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Moises Valladares's strategy be considered aggressive or moderate?
Moises Valladares's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Moises Valladares's strategy?
Moises Valladares's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
