Kerr Financial Planning Corp Portfolio
Invests via Kerr Financial Planning Corp | Managed by Andrew Thomas Kerr
Invests via Kerr Financial Planning Corp
Managed by Andrew Thomas Kerr
Automatically Tracked
Company Profile
Independent advisory firm offering fee-based wealth management, retirement and tax-aware financial planning to high-net-worth individuals and small institutions. Kerr Financial Planning Corp delivers integrated investment management, cash-flow modelling, and estate-planning coordination, positioning as a regional RIA-style advisor focused on personalized portfolios and advisory fees rather than product sales. Relevant to allocators seeking private client channels, retirement-plan rollovers and wealth-transfer-driven investment flows.
Independent advisory firm offering fee-based wealth management, retirement and tax-aware financial planning to high-net-worth individuals and small institutions. Kerr Financial Planning Corp delivers integrated investment management, cash-flow modelling, and estate-planning coordination, positioning as a regional RIA-style advisor focused on personalized portfolios and advisory fees rather than product sales. Relevant to allocators seeking private client channels, retirement-plan rollovers and wealth-transfer-driven investment flows.
Investment Philosophy & Strategy
Positions portfolios for long-term, tax-aware wealth preservation and intergenerational transfer, blending diversified multi-asset allocations with individualized liability-driven planning. Emphasizes fee-based fiduciary advice, cash-flow and retirement scenario modeling, and low-turnover, tax-efficient implementations such as tax-loss harvesting and municipal or tax-smart fixed income. Prioritizes downside risk management through strategic rebalancing, concentrated use of alternatives for diversification, and coordination with estate and tax advisers. Capital deployment favors client-tailored solutions over product sales, with a steady, conservative growth orientation and a pragmatic allocation framework for high-net-worth and small institutional clients.
Positions portfolios for long-term, tax-aware wealth preservation and intergenerational transfer, blending diversified multi-asset allocations with individualized liability-driven planning. Emphasizes fee-based fiduciary advice, cash-flow and retirement scenario modeling, and low-turnover, tax-efficient implementations such as tax-loss harvesting and municipal or tax-smart fixed income. Prioritizes downside risk management through strategic rebalancing, concentrated use of alternatives for diversification, and coordination with estate and tax advisers. Capital deployment favors client-tailored solutions over product sales, with a steady, conservative growth orientation and a pragmatic allocation framework for high-net-worth and small institutional clients.
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:
0.5%
Gain
Monthly
0.05%
Yearly
0.5%
Drawdown
17.77%
$86.86M
Equity
Holdings
$86.86M
Investment
$77.32M
$9.92M
Profit -$375,242.82
Realized
$373,642.39
Unrealized
$9.55M
Dividends
$822,366.03
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$375,242.82
Win %
61%
This Week
Compared To Last Week
Gain
-2.95%
Profit
-$2.64M
Win %
61%
This Month
Compared to last month
Gain
-3.09%
Profit
-$2.77M
Win %
61%
This Year
Compared to last year
Gain
-3.02%
Profit
-$2.72M
Win %
61%
LCID Lucid Group, Inc.
+9.91%
+$1.92 
BATL Battalion Oil Corporation
+8.6%
+$2.16 
TRV The Travelers Companies, Inc.
+7.63%
+$1,031.6 
SNDK SanDisk Corporation
+4.76%
+$1,008.15 
MU Micron Technology, Inc.
+4.74%
+$31,323.77 
QUBT Quantum Computing Inc.
+4.32%
+$66 
DUOL Duolingo, Inc.
+3.93%
+$734.42 
METCB Ramaco Resources Inc. Class B Common Stock
+3.75%
+$11.54 
DRS Leonardo DRS, Inc.
+3.32%
+$5.72 
ORCL Oracle Corporation
+3.08%
+$7,991.44 
PLUG Plug Power Inc.
+3.02%
+$3.19 
VST Vistra Corp
+2.77%
+$8.46 
ARM Arm Holdings plc American Depositary Receipt
+2.75%
+$17,447.85 
SMR NuScale Power Corporation
+2.36%
+$481.5 
GE General Electric Company
+2.35%
+$3,266.25 
HIG The Hartford Insurance Group, Inc.
+2.29%
+$40.69 
SQ Block, Inc.
+2.27%
+$10.92 
CSCO Cisco Systems, Inc.
+2.27%
+$3,354.03 
UNH UnitedHealth Group Incorporated
+2.23%
+$3,219.04 
HUM Humana Inc.
+2.18%
+$151.92 
PBR Petrobras S.A. Sponsored ADR
+2.17%
+$5.32 
CINF Cincinnati Financial Corporation
+2.14%
+$1,379.82 
DELL Dell Technologies Inc.
+2.09%
+$8,828.82 
RMBS Rambus Inc.
+2.06%
+$12,226.5 
SUN Sunoco L.P.
+2.05%
+$346.62 
Q Qnity Electronics Inc.
+2.01%
+$388.96 
CAPS Capstone Holding Corp.
+1.99%
+$0.38 
ALB Albemarle Corporation
+1.97%
+$138.94 
GEV GE Vernova Inc.
+1.92%
+$1,873.89 
INSG Inseego Corp.
+1.85%
+$4.2 
SHEL Shell plc
+1.84%
+$153.86 
NOC Northrop Grumman Corporation
+1.83%
+$511.65 
HXL Hexcel Corporation
+1.82%
+$224.46 
CB Chubb Limited
+1.82%
+$644.78 
PANW Palo Alto Networks, Inc.
+1.81%
+$1,673.01 
ACHR Archer Aviation Inc.
+1.78%
+$20 
CRCL Circle Internet Group, Inc.
+1.76%
+$2.14 
MRVL Marvell Technology, Inc.
+1.74%
+$16,747.68 
AI C3.ai Inc.
+1.68%
+$4.2 
F Ford Motor Company
+1.62%
+$571.32 
FANG Diamondback Energy Inc
+1.59%
+$774.4 
VVX V2X Inc.
+1.56%
+$2.34 
XOM Exxon Mobil Corporation
+1.52%
+$8,259.2 
XTIA XTI Aerospace Inc.
+1.4%
+$20 
KNSL Kinsale Capital Group Inc.
+1.39%
+$172.42 
ABT Abbott Laboratories
+1.38%
+$450.16 
CVX Chevron Corporation
+1.33%
+$2,828.16 
BMNR Bitmine Immersion Technologies, Inc.
+1.29%
+$10.2 
PSX Phillips 66
+1.27%
+$132.6 
ONDS Ondas Holdings Inc.
+1.26%
+$1 
JNJ Johnson & Johnson
+1.25%
+$2,065.8 
FDXF FedEx Freight Holding Company Inc.
+1.25%
+$41.91 
OXY Occidental Petroleum Corporation
+1.24%
+$641.73 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+1.22%
+$497.84 
IDYA Ideaya Biosciences Inc.
+1.2%
+$215 
VLO Valero Energy Corporation
+1.18%
+$81.19 
ADBE Adobe Inc.
+1.17%
+$200.38 
ABR Arbor Realty Trust Inc.
+1.17%
+$38.64 
BP BP p.l.c. Sponsored ADR
+1.14%
+$1,351.72 
MO Altria Group, Inc.
+1.11%
+$688.5 
DVN Devon Energy Corporation
+1.09%
+$329 
AFL Aflac Inc.
+1.05%
+$4,748.5 
CAT Caterpillar Inc.
+1.02%
+$1,721.56 
IXC iShares Global Energy ETF
+1.01%
+$265 
JMIA Jumia Technologies AG
+1%
+$32.5 
CRWD CrowdStrike Holdings, Inc.
+1%
+$9,045.72 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+0.98%
+$285.43 
TRFK Pacer Data and Digital Revolution ETF
+0.95%
+$64.5 
IAU iShares Gold Trust
+0.95%
+$1,422.13 
GLD SPDR Gold Shares
+0.93%
+$180.2 
ABBV AbbVie Inc.
+0.93%
+$2,142.88 
EC Ecopetrol S.A. Sponsored ADR
+0.92%
+$2.46 
ECG Everus Construction Group, Inc.
+0.91%
+$234.24 
SOUN SoundHound AI Inc.
+0.87%
+$880 
KEYS Keysight Technologies, Inc.
+0.87%
+$203.25 
UFOX Defiance Connective Technologies ETF
+0.82%
+$397.32 
FSLR First Solar, Inc.
+0.81%
+$855 
COP ConocoPhillips
+0.8%
+$1,157.4 
VDE Vanguard Energy ETF
+0.77%
+$1,131.6 
BMY Bristol-Myers Squibb Company
+0.76%
+$334.88 
CVS CVS Health Corporation
+0.75%
+$77.6 
FCX Freeport-McMoRan Inc.
+0.73%
+$138.03 
FTNT Fortinet Inc.
+0.72%
+$174.75 
LLY Eli Lilly and Company
+0.7%
+$1,165.44 
ET Energy Transfer L.P.
+0.69%
+$1,679.66 
DD DuPont de Nemours, Inc.
+0.69%
+$88.35 
XLE Energy Select Sector SPDR Fund
+0.69%
+$3,931.83 
CEG Constellation Energy Corporation
+0.69%
+$38.28 
CMG Chipotle Mexican Grill, Inc.
+0.69%
+$364.25 
MP MP Materials Corp.
+0.68%
+$93.31 
TMC TMC the metals company Inc.
+0.67%
+$62.5 
MPC Marathon Petroleum Corporation
+0.66%
+$401.98 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.65%
+$811.8 
PRU Prudential Financial, Inc.
+0.64%
+$395.2 
SBAC SBA Communications Corporation
+0.64%
+$96.76 
SLV iShares Silver Trust
+0.64%
+$4.16 
FOX Fox Corporation Class B Common Stock
+0.63%
+$64.96 
EQIX Equinix, Inc.
+0.6%
+$183 
RTX RTX Corporation
+0.56%
+$830.52 
HL Hecla Mining Company
+0.55%
+$0.24 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.53%
+$594.83 
PFG Principal Financial Group, Inc.
+0.45%
+$57.12 
WULF TeraWulf Inc.
+0.45%
+$5.52 
CCI Crown Castle Inc.
+0.43%
+$460.7 
CRWV CoreWeave, Inc.
+0.43%
+$63 
CTVA Corteva Inc.
+0.43%
+$186.11 
TLT iShares 20+ Year Treasury Bond ETF
+0.4%
+$90.45 
NXE NexGen Energy Ltd.
+0.4%
+$35 
LMT Lockheed Martin Corporation
+0.38%
+$287.57 
MTUM iShares MSCI USA Momentum Factor ETF
+0.36%
+$1,901.9 
BA Boeing Company
+0.35%
+$40.5 
QS QuantumScape Corp
+0.34%
+$2.5 
MRK Merck & Co., Inc.
+0.31%
+$569.01 
TLH iShares 10-20 Year Treasury Bond ETF
+0.28%
+$94.6 
WBD Warner Bros. Discovery, Inc.
+0.28%
+$0.15 
MET MetLife Inc.
+0.27%
+$11.25 
AVGO Broadcom Inc.
+0.25%
+$963.29 
IWO iShares Russell 2000 Growth ETF
+0.25%
+$25.11 
DJIA Global X Dow 30 Covered Call ETF
+0.25%
+$0.06 
POWR iShares US Power Infrastructure ETF
+0.24%
+$26.13 
ATRA Atara Biotherapeutics, Inc.
+0.23%
+$0.48 
PYPL PayPal Holdings Inc
+0.23%
+$26 
OGN Organon & Co.
+0.22%
+$0.03 
MDU MDU Resources Group, Inc.
+0.21%
+$34.56 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$7.92 
MCK McKesson Corporation
+0.21%
+$24.22 
BYND Beyond Meat Inc.
+0.2%
+$0.06 
JCI Johnson Controls International plc
+0.2%
+$27.16 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+0.2%
+$238 
CACI Caci International Inc.
+0.19%
+$0.9 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.17%
+$10.81 
NOW ServiceNow, Inc.
+0.17%
+$11.34 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.17%
+$41.76 
AIQ Global X Artificial Intelligence & Technology ETF
+0.14%
+$268 
ANET Arista Networks, Inc.
+0.13%
+$60.5 
DGX Quest Diagnostics Inc.
+0.13%
+$13.23 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$1.32 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.12%
+$212.96 
AMD Advanced Micro Devices, Inc.
+0.11%
+$2,957.16 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.11%
+$24.12 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$5.55 
ISHG iShares 3 Year International Treasury Bond ETF
+0.11%
+$36 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$41.12 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$22.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$574.29 
JBND JPMorgan Active Bond ETF
+0.09%
+$177.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$4.75 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$87.17 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$876.82 
DEC Diversified Energy Company PLC
+0.07%
+$10 
HYBB iShares BB Rated Corporate Bond ETF
+0.07%
+$9.28 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$9.62 
FICO Fair Isaac Corporation
+0.07%
+$11.05 
JPM JPMorgan Chase & Co.
+0.07%
+$569.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$0.84 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
+0.06%
+$71.55 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$0.06 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$4.27 
MBB iShares MBS ETF
+0.06%
+$6.27 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.06%
+$3.46 
DLTR Dollar Tree, Inc.
+0.05%
+$21 
UNP Union Pacific Corporation
+0.05%
+$12.9 
GTO Invesco Total Return Bond ETF
+0.04%
+$47.36 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.04%
+$13.3 
CLSK CleanSpark, Inc.
+0.04%
+$0.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$2.58 
AES AES Corporation
+0.03%
+$2.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$111.91 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$5.1 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2.83 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$1.74 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$0.04 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$0.27 
26922A332
0%
$0 
46034L205
0%
$0 
464287684
0%
$0 
46434V204
0%
$0 
651639AE6
0%
$0 
72201R203
0%
$0 
921937711
0%
$0 
922908536
0%
$0 
ASST
0%
$0 
AZN
0%
$0 
BAC Bank of America Corporation
0%
$0 
BKT
0%
$0 
CITR General Enterprise Ventures Inc.
0%
$0 
ETH
0%
$0 
FIXX Homology Medicines Inc
0%
$0 
NIOBF NioCorp Developments Ltd.
0%
$0 
PDX PIMCO Dynamic Income Strategy Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VALE Vale S.A.
0%
$0 
VERI Veritone, Inc.
0%
$0 
XAGG
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.6%
-$3,547.6 
SNPS Synopsys, Inc.
-8.28%
-$2,658.81 
NFLX Netflix, Inc.
-6.87%
-$4,471.25 
BKKT Bakkt Holdings, Inc.
-5.98%
-$47 
DXYZ Destiny Tech100 Inc.
-4.68%
-$12.7 
SPCX Space Exploration Technologies Corp. Class A
-3.88%
-$16,873.35 
OPENL Opendoor Technologies Inc. Series A Warrant
-3.87%
-$0.55 
GEHC GE HealthCare Technologies Inc.
-3.77%
-$210.37 
KO The Coca-Cola Company
-3.71%
-$1,250.55 
MBC MasterBrand, Inc.
-3.33%
-$41.17 
UPST Upstart Holdings, Inc.
-3.24%
-$150 
AMAT Applied Materials, Inc.
-3.22%
-$33,591.03 
GRAB Grab Holdings Limited
-3.22%
-$11.28 
LI Li Auto Inc.
-2.96%
-$95 
CWBC Community West Bancshares
-2.89%
-$1,277.37 
CPRT Copart Inc.
-2.86%
-$162 
MNST Monster Beverage Corporation
-2.79%
-$1,629.36 
NDAQ Nasdaq, Inc.
-2.71%
-$606.9 
ARR Armour Residential REIT Inc.
-2.66%
-$389.48 
KBR KBR Inc.
-2.65%
-$5.76 
CFG Citizens Financial Group, Inc.
-2.63%
-$205.8 
IR Ingersoll Rand Inc.
-2.52%
-$77.04 
LEN Lennar Corporation
-2.46%
-$247.08 
IBM International Business Machines Corporation
-2.46%
-$4,100.2 
HOOD Robinhood Markets, Inc.
-2.4%
-$267.75 
TEM Tempus AI, Inc.
-2.39%
-$5.12 
GPN Global Payments Inc.
-2.35%
-$378 
LOW Lowe's Companies Inc.
-2.32%
-$1,257.51 
WMB The Williams Companies, Inc.
-2.26%
-$370.11 
APO Apollo Global Management, Inc.
-2.25%
-$180.7 
META Meta Platforms Inc Class A
-2.25%
-$17,646.88 
ZBH Zimmer Biomet Holdings, Inc.
-2.21%
-$111.78 
NIO Nio Inc.
-2.2%
-$133.54 
UBER Uber Technologies, Inc.
-2.2%
-$1,874.5 
ITB iShares U.S. Home Construction ETF
-2.2%
-$431.2 
BURL Burlington Stores Inc.
-2.17%
-$456.66 
SBUX Starbucks Corporation
-2.12%
-$1,465.1 
MCO Moody's Corporation
-2.08%
-$441.98 
IDXX IDEXX Laboratories, Inc.
-2.07%
-$417.9 
DIS The Walt Disney Company
-2.06%
-$799.5 
PHM PulteGroup Inc.
-2.03%
-$154.28 
IQV IQVIA Holdings Inc.
-2%
-$173.02 
POOL Pool Corporation
-2%
-$233.01 
NVO Novo Nordisk A/S Sponsored ADR
-1.98%
-$2,193 
V Visa Inc. Class A
-1.97%
-$2,302.4 
NKE Nike, Inc. - Class B
-1.96%
-$119 
GOOG Alphabet Inc
-1.96%
-$11,044.32 
GLXY Galaxy Digital Inc. Class A Common Stock
-1.95%
-$6.96 
WCN Waste Connections Inc.
-1.94%
-$605.02 
GOOGL Alphabet Inc
-1.93%
-$17,467.47 
ETHA iShares Ethereum Trust
-1.91%
-$243 
KMX CarMax Inc.
-1.88%
-$1,204.5 
TMO Thermo Fisher Scientific Inc.
-1.87%
-$772.16 
MSCI MSCI Inc.
-1.87%
-$439.93 
IREN IREN Limited
-1.85%
-$26.45 
BKNG Booking Holdings Inc.
-1.85%
-$429.66 
ELV Elevance Health, Inc.
-1.82%
-$326.16 
PEP PepsiCo, Inc.
-1.81%
-$1,622.87 
DXCM DexCom, Inc.
-1.79%
-$70 
RBA Rb Global Inc.
-1.79%
-$297.68 
TSLA Tesla, Inc.
-1.79%
-$76,124.98 
MLM Martin Marietta Materials, Inc.
-1.78%
-$422.3 
MSFT Microsoft Corp.
-1.78%
-$15,964.09 
MCD McDonald's Corporation
-1.77%
-$859.33 
CDE Coeur Mining, Inc.
-1.76%
-$1.04 
GLAD Gladstone Capital Corporation
-1.76%
-$19.52 
METC Ramaco Resources, Inc.
-1.74%
-$210 
KNF Knife River Corporation
-1.74%
-$278.4 
PTC PTC Inc.
-1.74%
-$95.03 
FBIN Fortune Brands Innovations Inc.
-1.71%
-$130.5 
NLY Annaly Capital Management, Inc.
-1.71%
-$631.2 
CRDO Credo Technology Group Holding Ltd.
-1.69%
-$2,024 
RYAN Ryan Specialty Holdings Inc.
-1.68%
-$1,566.97 
WM Waste Management, Inc.
-1.67%
-$429.3 
URI United Rentals, Inc.
-1.64%
-$669.75 
SPGI S&P Global Inc.
-1.64%
-$660.44 
HD The Home Depot, Inc.
-1.64%
-$678.3 
SPEM SPDR Portfolio Emerging Markets ETF
-1.63%
-$1,983.7 
TRU TransUnion
-1.62%
-$191.26 
KRE SPDR S&P Regional Banking ETF
-1.62%
-$1,519.56 
ICE Intercontinental Exchange, Inc.
-1.61%
-$183.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.61%
-$13.23 
AVAV AeroVironment Inc.
-1.59%
-$239.37 
AXP American Express Company
-1.58%
-$1,953.93 
SHOP Shopify Inc.
-1.57%
-$1,418.4 
BLOK Amplify Transformational Data Sharing ETF
-1.57%
-$14.03 
ODFL Old Dominion Freight Line, Inc.
-1.56%
-$362.6 
ACN Accenture plc Class A
-1.54%
-$182.86 
AM Antero Midstream Corporation
-1.53%
-$162.05 
MAR Marriott International Inc. - Class A
-1.53%
-$284 
DX Dynex Capital Inc.
-1.51%
-$91.84 
PAYX Paychex Inc.
-1.5%
-$517.5 
GS The Goldman Sachs Group, Inc.
-1.49%
-$392.4 
AMGN Amgen Inc.
-1.48%
-$4,236.03 
XLC Communication Services Select Sector SPDR Fund
-1.45%
-$101.06 
LRCX Lam Research Corporation
-1.44%
-$1,942.06 
COF Capital One Financial Corporation
-1.41%
-$807.58 
TXN Texas Instruments Inc
-1.4%
-$1,978.02 
BCAT BlackRock Capital Allocation Trust
-1.38%
-$45.37 
NOK Nokia Corporation Sponsored ADR
-1.35%
-$42 
HAS Hasbro Inc.
-1.34%
-$134.2 
LDOS Leidos Holdings Inc.
-1.33%
-$1.44 
CIFR Cipher Mining Inc.
-1.33%
-$28.67 
GLW Corning Incorporated
-1.3%
-$7,308.88 
IP International Paper Company
-1.29%
-$590.45 
AJG Arthur J. Gallagher & Co.
-1.27%
-$4,195.79 
CCL Carnival Corporation Ltd.
-1.27%
-$34.34 
C Citigroup Inc.
-1.25%
-$3,578.87 
BKR Baker Hughes Company
-1.22%
-$171.12 
MORN Morningstar, Inc.
-1.21%
-$52.5 
UMBF UMB Financial Corporation
-1.21%
-$9,333.2 
IAT iShares U.S. Regional Banks ETF
-1.2%
-$785 
ARKW ARK Next Generation Internet ETF
-1.2%
-$371.95 
LPLA LPL Financial Holdings Inc.
-1.2%
-$158.6 
COIN Coinbase Global, Inc.
-1.2%
-$3,287.06 
HRZN Horizon Technology Finance Corporation
-1.17%
-$11.49 
EXPE Expedia Group, Inc.
-1.17%
-$316 
ABNB Airbnb, Inc.
-1.15%
-$234.6 
BN Brookfield Corporation
-1.13%
-$4.5 
COST Costco Wholesale Corporation
-1.13%
-$6,180.83 
LULU lululemon athletica inc.
-1.09%
-$638.3 
BB BlackBerry Ltd.
-1.09%
-$10 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
-1.08%
-$0.26 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.08%
-$336.55 
JIG JPMorgan International Growth ETF
-1.07%
-$24.78 
AKRE Akre Focus ETF
-1.06%
-$105.87 
MGK Vanguard Mega Cap Growth ETF
-1.06%
-$2,872.32 
KHC The Kraft Heinz Company
-1.05%
-$122.65 
BITO ProShares Bitcoin ETF
-1.04%
-$898.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.04%
-$318 
RKT Rocket Companies, Inc. Class A
-1.04%
-$1.24 
CPNG Coupang Inc.
-1.04%
-$87.5 
CME CME Group Inc.
-1.03%
-$127.5 
QUAL iShares MSCI USA Quality Factor ETF
-1.03%
-$4,320.6 
ADI Analog Devices, Inc.
-1.02%
-$267.72 
TMUS T-Mobile US, Inc.
-1.01%
-$218.4 
ARKK ARK Innovation ETF Fund
-1%
-$26,587.33 
BTC Grayscale Bitcoin Mini Trust ETF
-0.99%
-$556.92 
SMH VanEck Semiconductor ETF
-0.99%
-$13,261.99 
TSCO Tractor Supply Company
-0.98%
-$103.39 
CRM Salesforce Inc
-0.97%
-$45.36 
VEEV Veeva Systems Inc.
-0.97%
-$63.36 
GBTC Grayscale Bitcoin Trust ETF
-0.96%
-$847.2 
FTCS First Trust Capital Strength ETF
-0.96%
-$3,900.06 
OGIG ALPS O’Shares Global Internet Giants ETF
-0.96%
-$67.86 
FDX FedEx Corporation
-0.95%
-$139.38 
HIMS Hims & Hers Health, Inc.
-0.95%
-$0.32 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.95%
-$173.8 
VUG Vanguard Growth ETF
-0.95%
-$1,049.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.94%
-$3,878.87 
DJT Trump Media & Technology Group Corp.
-0.94%
-$234.36 
GLPI Gaming and Leisure Properties, Inc.
-0.93%
-$68.46 
CL Colgate-Palmolive Company
-0.93%
-$312.33 
MBGYY Mercedes-Benz Group AG
-0.92%
-$18 
TMFC Motley Fool 100 Index ETF
-0.92%
-$221.65 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.92%
-$302.44 
LIN Linde plc
-0.91%
-$289.75 
ENBP Enb Financial Corp
-0.89%
-$1,300 
IYG iShares U.S. Financial Services ETF
-0.89%
-$102.85 
NVDA NVIDIA Corporation
-0.87%
-$40,625.77 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$5.97 
ZTS Zoetis Inc.
-0.86%
-$137.66 
MDT Medtronic plc
-0.86%
-$70.56 
HLT Hilton Worldwide Holdings Inc.
-0.86%
-$99.72 
FE FirstEnergy Corp.
-0.85%
-$107.52 
CSX CSX Corporation
-0.84%
-$1,091.34 
NRG NRG Energy, Inc.
-0.84%
-$82.88 
PMT Pennymac Mortgage Investment Trust
-0.84%
-$126.22 
ECL Ecolab Inc.
-0.83%
-$137.1 
PGZ Principal Real Estate Income Fund
-0.83%
-$125.51 
INTC Intel Corporation
-0.82%
-$2,485.97 
AAPL Apple Inc.
-0.82%
-$39,568.76 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.82%
-$333.89 
YUMC Yum China Holdings Inc.
-0.81%
-$0.72 
IEMG iShares Core MSCI Emerging Markets ETF
-0.81%
-$752.85 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.81%
-$33.5 
WST West Pharmaceutical Services, Inc.
-0.8%
-$52.38 
TTWO Take-Two Interactive Software, Inc.
-0.8%
-$80.64 
IWF iShares Russell 1000 Growth ETF
-0.8%
-$3,789.79 
XLP Consumer Staples Select Sector SPDR Fund
-0.8%
-$16.44 
T AT&T Inc.
-0.8%
-$512.92 
WEC WEC Energy Group Inc.
-0.79%
-$135 
XCEM Columbia EM Core ex-China ETF
-0.79%
-$1,049.56 
MDLZ Mondelez International, Inc.
-0.78%
-$212.64 
QQQ Invesco QQQ Trust, Series 1
-0.78%
-$41,871.5 
BSOL Bitwise Solana Staking Exchange Traded Product
-0.78%
-$0.48 
EXC Exelon Corporation
-0.77%
-$50.4 
OPEN Opendoor Technologies Inc.
-0.77%
-$61.25 
VSLU Applied Finance Valuation Large Cap ETF
-0.76%
-$48.06 
ARKG ARK Genomic Revolution ETF
-0.75%
-$36 
PODD Insulet Corporation
-0.74%
-$35.52 
AZO AutoZone Inc.
-0.73%
-$1,904.84 
PKG Packaging Corporation of America
-0.73%
-$242.11 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-0.72%
-$117.42 
NXPI NXP Semiconductors N.V.
-0.71%
-$58.05 
PCG PG&E Corporation
-0.71%
-$251.37 
GCTS GCT Semiconductor, Inc.
-0.71%
-$0.15 
IWY iShares Russell Top 200 Growth ETF
-0.69%
-$8,982.06 
IWN iShares Russell 2000 Value ETF
-0.69%
-$60.45 
QQQI Neos NASDAQ-100 High Income ETF
-0.68%
-$1,762.5 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.68%
-$3,452.2 
IJR iShares Core S&P Small-Cap ETF
-0.68%
-$657 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.68%
-$13.05 
DUK Duke Energy Corporation
-0.67%
-$189.55 
VZ Verizon Communications Inc.
-0.67%
-$232.75 
PG Procter & Gamble Co
-0.67%
-$80.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.66%
-$66.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.65%
-$931.83 
MGC Vanguard Mega Cap ETF
-0.65%
-$74.76 
POAHY Porsche Automobil Holding SE ADR
-0.65%
-$8.92 
WMT Walmart Inc.
-0.64%
-$829.28 
OEF iShares S&P 100 ETF
-0.63%
-$472.68 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.63%
-$19.43 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$74.19 
SCHW Charles Schwab Corporation
-0.61%
-$452.97 
YUM Yum! Brands, Inc.
-0.61%
-$49.29 
VOO Vanguard S&P 500 ETF
-0.61%
-$4,222.64 
GILD Gilead Sciences Inc.
-0.61%
-$83 
XLF Financial Select Sector SPDR Fund
-0.61%
-$648.6 
IVV iShares Core S&P 500 ETF
-0.61%
-$14,530.14 
CLOU Global X Cloud Computing ETF
-0.6%
-$153.12 
XLG Invesco S&P 500 Top 50 ETF
-0.59%
-$9.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$5,643.46 
QQA Invesco QQQ Income Advantage ETF
-0.59%
-$82.5 
ORLY O'Reilly Automotive Inc.
-0.59%
-$32.83 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$2,617.98 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.58%
-$67.23 
AVUV Avantis U.S. Small Cap Value ETF
-0.57%
-$175.68 
IYY iShares Dow Jones U.S. ETF
-0.57%
-$10,208.6 
IWS iShares Russell Mid-Cap Value ETF
-0.56%
-$47.94 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$86.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.55%
-$116.25 
BCTK Baron Technology ETF
-0.55%
-$786.72 
EFG iShares MSCI EAFE Growth ETF
-0.55%
-$978.12 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.54%
-$9,136.5 
PLTR Palantir Technologies Inc.
-0.54%
-$7,843.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$306 
XLB Materials Select Sector SPDR Fund
-0.54%
-$14.03 
JEPI JPMorgan Equity Premium Income Fund
-0.54%
-$10,755.22 
IGM iShares Expanded Tech Sector ETF
-0.53%
-$246.82 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$724.52 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$1,183.71 
VEU Vanguard FTSE All-World ex-US ETF
-0.52%
-$359.05 
CGDV Capital Group Dividend Value ETF
-0.52%
-$1,916.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.52%
-$1,824.51 
GWW W.W. Grainger, Inc.
-0.51%
-$496.3 
SPOT Spotify Technology S.A.
-0.5%
-$95.6 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$184.8 
LIT GLOBAL X LITHIUM & BATTERY T
-0.49%
-$15.64 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$62.72 
MRSH Marsh & McLennan Companies, Inc.
-0.48%
-$397.25 
SPYI NEOS S&P 500 High Income ETF
-0.48%
-$3.31 
TT Trane Technologies plc
-0.48%
-$230.52 
BJ BJ's Wholesale Club Holdings, Inc.
-0.46%
-$26.66 
PAVE Global X U.S. Infrastructure Development ETF
-0.45%
-$105.57 
INTL Main International ETF
-0.45%
-$13.5 
SO The Southern Company
-0.45%
-$215 
COWZ Pacer US Cash Cows 100 ETF
-0.45%
-$1,688.67 
GPIX S&P 500 Core Premium Income Fund
-0.44%
-$98 
SDIV Global X SuperDividend ETF
-0.44%
-$121.44 
IWD iShares Russell 1000 Value ETF
-0.44%
-$858.93 
VB Vanguard Small-Cap ETF
-0.43%
-$568.32 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$28.45 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.41%
-$75.48 
IVE ISHARES S&P 500 VALUE ETF
-0.39%
-$2,261.59 
XPRO Expro Group Holdings N.V.
-0.39%
-$32.5 
SNY Sanofi American Depositary Receipt
-0.39%
-$22.27 
EFA iShares MSCI EAFE ETF
-0.38%
-$85.32 
REVS Columbia Research Enhanced Value ETF
-0.38%
-$18.37 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$125 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.37%
-$100.47 
DGRO iShares Core Dividend Growth ETF
-0.37%
-$37.12 
MCHP Microchip Technology Incorporated
-0.37%
-$61.61 
AMZN Amazon.com Inc
-0.37%
-$11,107.92 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.37%
-$681.15 
TJX The TJX Companies, Inc.
-0.37%
-$110.58 
KTOS Kratos Defense & Security Solutions, Inc.
-0.36%
-$0.34 
USMV iShares MSCI USA Min Vol Factor ETF
-0.35%
-$2,306.67 
UNM Unum Group
-0.35%
-$87.89 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.35%
-$200.38 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$2,440.48 
SOXX iShares Semiconductor ETF
-0.34%
-$891 
VXF Vanguard Extended Market ETF
-0.34%
-$2.42 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.33%
-$11.73 
FDRR Fidelity Dividend ETF for Rising Rates
-0.32%
-$405.6 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.31%
-$76.72 
VNQ Vanguard Real Estate ETF
-0.31%
-$341.31 
JQUA JPMorgan U.S. Quality Factor ETF
-0.3%
-$1,096.04 
SCHH Schwab U.S. REIT ETF
-0.3%
-$16.27 
IYH iShares U.S. Healthcare ETF
-0.3%
-$52.27 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.3%
-$307.1 
PTY PIMCO Corporate & Income Opportunity Fund
-0.29%
-$7.11 
SRE Sempra
-0.29%
-$1,200.65 
ORA Ormat Technologies Inc.
-0.29%
-$30.5 
CCEF Calamos CEF Income & Arbitrage ETF
-0.29%
-$151.28 
VGT Vanguard Information Technology ETF
-0.29%
-$126.72 
CARR Carrier Global Corporation
-0.29%
-$80.8 
ARCC Ares Capital Corporation
-0.29%
-$196.74 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-0.28%
-$0.03 
FTC First Trust Large Cap Growth Fund
-0.28%
-$49.49 
QCOM QUALCOMM Incorporated
-0.27%
-$416.64 
IWM iShares Russell 2000 ETF
-0.27%
-$25.6 
VPU Vanguard Utilities ETF
-0.26%
-$50.5 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.25%
-$470.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.25%
-$154.7 
LYV Live Nation Entertainment, Inc.
-0.24%
-$110 
XLV Health Care Select Sector SPDR Fund
-0.23%
-$103.36 
ARKX ARK Space & Defense Innovation ETF
-0.23%
-$12.25 
DE Deere & Company
-0.22%
-$79.06 
AME Ametek Inc.
-0.22%
-$44.52 
GD General Dynamics Corporation
-0.22%
-$52.33 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$40.96 
TGT Target Corporation
-0.2%
-$99.75 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$764.4 
SCHF Schwab International Equity ETF
-0.18%
-$100 
IWP iShares Russell Mid-Cap Growth ETF
-0.18%
-$183.25 
EPR EPR Properties
-0.18%
-$13.75 
DNN Denison Mines Corp.
-0.17%
-$50 
D Dominion Energy, Inc.
-0.17%
-$119.25 
VYMI Vanguard International High Dividend Yield Index Fund
-0.17%
-$212.5 
XLK State Street Technology Select Sector SPDR ETF
-0.16%
-$319 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$327.5 
VHT Vanguard Health Care ETF
-0.15%
-$40.95 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$152.59 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.13%
-$2.5 
IVES Amplify Bloomberg AI Value Chain ETF
-0.11%
-$0.04 
EFXT Enerflex Ltd.
-0.11%
-$8.75 
QTUM Defiance Quantum ETF
-0.1%
-$127.95 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$5.3 
ACLS Axcelis Technologies, Inc.
-0.09%
-$289.27 
CEPO Cantor Equity Partners I-A
-0.09%
-$1.49 
PFE Pfizer Inc.
-0.08%
-$32.96 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$57.57 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.06%
-$8.25 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$0.01 
ARTY iShares Future AI & Tech ETF
-0.04%
-$166.71 
NEE NextEra Energy, Inc.
-0.04%
-$37.72 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.04%
-$55.8 
VRT Vertiv Holdings Co
-0.04%
-$220.64 
WFC Wells Fargo & Company
-0.03%
-$111.54 
XLI Industrial Select Sector SPDR Fund
-0.03%
-$2.94 
PSH PGIM Short Duration High Yield Fund
-0.03%
-$18.06 
CHRW C.H. Robinson Worldwide, Inc.
-0.03%
-$3.24 
CMF iShares California Muni Bond ETF
-0.03%
-$5.42 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$3.51 
LHX L3Harris Technologies, Inc.
-0.01%
-$1.2 
TYL Tyler Technologies Inc.
-0.01%
-$0.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1532 | Longs Won 848/1532 55% | Profit Factor 3.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $71,198.11 |
| Average Win $16,725.69 | Best Trade (Jul 13) $1.91M | Sharpe Ratio -121.53 |
| Average Loss -$6,232 | Worst Trade (Jul 13) -$597,796.16 | Z-Score 5.39 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 6d | Expectancy $6,475.65 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
