LM
Leanne Menzel Portfolio
Invests via Smallwood Wealth Investment Management LLC | Managed by Leanne Menzel
Invests via Smallwood Wealth Investment Management LLC
Managed by Leanne Menzel
Automatically Tracked
Leanne Menzel Profile
Leanne Menzel is an accomplished entrepreneur known for her innovative approaches within the tech sector. With a focus on developing cutting-edge solutions, she has significantly influenced digital transformation across various industries. Her leadership in founding and scaling startups demonstrates not only her resilience but also her keen ability to identify market gaps and leverage technological advancements. Through strategic collaborations and partnerships, she has enhanced operational efficiencies while driving growth in emerging markets. Leanne's insights into consumer behavior have established her as a thought leader, making her contributions relevant for investors seeking to navigate the evolving landscape of technology-driven businesses.
Leanne Menzel is an accomplished entrepreneur known for her innovative approaches within the tech sector. With a focus on developing cutting-edge solutions, she has significantly influenced digital transformation across various industries. Her leadership in founding and scaling startups demonstrates not only her resilience but also her keen ability to identify market gaps and leverage technological advancements. Through strategic collaborations and partnerships, she has enhanced operational efficiencies while driving growth in emerging markets. Leanne's insights into consumer behavior have established her as a thought leader, making her contributions relevant for investors seeking to navigate the evolving landscape of technology-driven businesses.
Investment Philosophy & Strategy
In an era characterized by rapid technological evolution, Leanne Menzel exemplifies a forward-thinking entrepreneurial mindset. Drawing from her extensive experience in scaling innovative tech ventures, she is adept at recognizing disruptive trends that shape market dynamics. By emphasizing agility and adaptability, her investment strategy prioritizes transformative solutions with strong potential for growth. This approach allows her to pinpoint opportunities that align with shifting consumer preferences while fostering partnerships that enhance value creation. Her ability to navigate complexities within the digital landscape not only accelerates business performance but also positions her as a strategic partner for stakeholders looking to capitalize on emerging technology sectors.
In an era characterized by rapid technological evolution, Leanne Menzel exemplifies a forward-thinking entrepreneurial mindset. Drawing from her extensive experience in scaling innovative tech ventures, she is adept at recognizing disruptive trends that shape market dynamics. By emphasizing agility and adaptability, her investment strategy prioritizes transformative solutions with strong potential for growth. This approach allows her to pinpoint opportunities that align with shifting consumer preferences while fostering partnerships that enhance value creation. Her ability to navigate complexities within the digital landscape not only accelerates business performance but also positions her as a strategic partner for stakeholders looking to capitalize on emerging technology 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:
38.5%
Gain +1.23%
Monthly
0.5%
Yearly
6.23%
Drawdown
15.08%
$208.23M
Equity
Holdings
$208.23M
Investment
$146.35M
$62.16M
Profit +$3.03M
Realized
$284,778.45
Unrealized
$61.87M
Dividends
$12.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.23%
Profit
$3.03M
Win %
73%
This Week
Compared To Last Week
Gain
-1.6%
Profit
-$3.38M
Win %
73%
This Month
Compared to last month
Gain
-1.59%
Profit
-$3.36M
Win %
73%
This Year
Compared to last year
Gain
5.97%
Profit
$11.91M
Win %
73%
SNDK SanDisk Corporation
+14.41%
+$2,604.47 
LRCX Lam Research Corporation
+12.79%
+$14,814 
ASTS AST SpaceMobile, Inc.
+11.65%
+$61.05 
AMAT Applied Materials, Inc.
+11.35%
+$11,455.29 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.1%
+$4,590 
MU Micron Technology, Inc.
+11%
+$41,784.21 
MRVL Marvell Technology, Inc.
+10.81%
+$45,744.25 
IREN IREN Limited
+10.56%
+$152.32 
CRDO Credo Technology Group Holding Ltd.
+10.48%
+$6,230 
INTC Intel Corporation
+9.53%
+$9,710.4 
SW Smurfit WestRock PLC
+9.42%
+$910.16 
UAL United Airlines Holdings, Inc.
+9.16%
+$7,437.85 
AAL American Airlines Group Inc.
+8.76%
+$90.47 
IAG Iamgold Corporation
+8.56%
+$36.83 
EXK Endeavour Silver Corp.
+8.49%
+$75.6 
RIOT Riot Platforms, Inc.
+8.31%
+$2,110 
MRNA Moderna, Inc.
+8.28%
+$156.17 
CCL Carnival Corporation Ltd.
+8.16%
+$248.04 
AMD Advanced Micro Devices, Inc.
+8.13%
+$7,832.01 
CAVA Cava Group Inc.
+7.93%
+$310.56 
WDC Western Digital Corporation
+7.65%
+$2,062.5 
KTOS Kratos Defense & Security Solutions, Inc.
+7.21%
+$3,555 
RCL Royal Caribbean Group
+7.08%
+$2,073.72 
DAL Delta Air Lines, Inc.
+6.96%
+$127.68 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$3,751.44 
SMH VanEck Semiconductor ETF
+6.83%
+$506.61 
OKLO Oklo Inc.
+6.79%
+$3.67 
PGYWW Pagaya Technologies Ltd.
+6.71%
+$1.61 
LUV Southwest Airlines Co.
+6.67%
+$276 
MTZ MasTec, Inc. Common Stock
+6.61%
+$6,654 
QCOM QUALCOMM Incorporated
+6.44%
+$24.62 
FCX Freeport-McMoRan Inc.
+6.43%
+$2,298.24 
HON Honeywell International Inc.
+6.22%
+$51.2 
RACE Ferrari N.V.
+5.93%
+$123.24 
PANW Palo Alto Networks, Inc.
+5.88%
+$743.52 
IIPR Innovative Industrial Properties Inc.
+5.86%
+$13.62 
DELL Dell Technologies Inc.
+5.84%
+$8,983.52 
FDX FedEx Corporation
+5.83%
+$1,860 
FRDM Freedom 100 Emerging Markets ETF
+5.82%
+$452,621.6 
BA Boeing Company
+5.76%
+$16,132.23 
SLV iShares Silver Trust
+5.72%
+$2,640 
HWM Howmet Aerospace Inc.
+5.62%
+$476.34 
PLBY Plby Group Inc.
+5.47%
+$0.3 
NOK Nokia Corporation Sponsored ADR
+5.41%
+$200.82 
GD General Dynamics Corporation
+5.39%
+$1,837 
BB BlackBerry Ltd.
+5.38%
+$5.22 
GLW Corning Incorporated
+5.35%
+$9,196.77 
AA Alcoa Corporation
+5.32%
+$774.78 
AMGN Amgen Inc.
+5.31%
+$15,850.11 
ARKX ARK Space & Defense Innovation ETF
+5.26%
+$858.28 
LIT GLOBAL X LITHIUM & BATTERY T
+5.23%
+$400 
IOVA Iovance Biotherapeutics, Inc.
+5.16%
+$1.75 
UPS United Parcel Service, Inc.
+5.11%
+$205.92 
BLDR Builders FirstSource Inc.
+5.01%
+$374 
ADI Analog Devices, Inc.
+4.95%
+$778 
ETN Eaton Corporation plc
+4.91%
+$4,610 
AIPO Defiance AI & Power Infrastructure ETF
+4.88%
+$21.52 
GEV GE Vernova Inc.
+4.87%
+$7,552.01 
SOFI SoFi Technologies, Inc.
+4.82%
+$691.56 
ITA iShares U.S. Aerospace & Defense ETF
+4.8%
+$237.38 
PPG PPG Industries Inc.
+4.75%
+$2,862.24 
COIN Coinbase Global, Inc.
+4.62%
+$28.44 
CAT Caterpillar Inc.
+4.61%
+$40,554.63 
KEYS Keysight Technologies, Inc.
+4.6%
+$1,206.09 
WPM Wheaton Precious Metals Corp.
+4.56%
+$13,230 
TSLA Tesla, Inc.
+4.48%
+$4,084.51 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$680.55 
LMT Lockheed Martin Corporation
+4.41%
+$8,407.07 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$2,659.23 
NKE Nike, Inc. - Class B
+4.38%
+$38.5 
DFAE Dimensional Emerging Core Equity Market ETF
+4.33%
+$6,663.03 
SOLS Sollensys Corp.
+4.32%
+$90.58 
IFF International Flavors & Fragrances Inc.
+4.28%
+$3,133.72 
GE General Electric Company
+4.25%
+$3,801.93 
DKNG DraftKings Inc.
+4.17%
+$962.4 
CGGO Capital Group Global Growth Equity ETF
+4.01%
+$180,309.48 
NGVT Ingevity Corporation
+4%
+$111.72 
ITB iShares U.S. Home Construction ETF
+3.94%
+$391.14 
CRSR Corsair Gaming Inc.
+3.94%
+$5.78 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$364.19 
NVS Novartis AG Sponsored ADR
+3.88%
+$1,150 
TLK Telkom Indonesia Persero Tbk. - ADR
+3.88%
+$11.9 
TFPM Triple Flag Precious Metals Corp
+3.85%
+$30.02 
XTN SPDR S&P Transportation ETF
+3.81%
+$1,279.5 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$7,763.88 
GILD Gilead Sciences Inc.
+3.77%
+$1,030.5 
TDOC Teladoc Health Inc.
+3.77%
+$2.65 
SBUX Starbucks Corporation
+3.72%
+$904.05 
RTX RTX Corporation
+3.69%
+$6,491.05 
XHR Xenia Hotels & Resorts Inc.
+3.68%
+$744.6 
SCHF Schwab International Equity ETF
+3.65%
+$53,701.05 
AVGO Broadcom Inc.
+3.64%
+$26,300.53 
RGLD Royal Gold Inc.
+3.63%
+$993.85 
CMI Cummins Inc.
+3.62%
+$3,424.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$251.49 
FEZ SPDR Euro Stoxx 50 ETF
+3.53%
+$411.25 
BUZZ VanEck Social Sentiment ETF
+3.52%
+$266.06 
DKS Dick's Sporting Goods, Inc.
+3.51%
+$45.3 
EMR Emerson Electric Co.
+3.49%
+$516.78 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
+3.47%
+$22.23 
IXUS iShares Core International Stock ETF
+3.38%
+$229.22 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$3,721.6 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$20,798.01 
DD DuPont de Nemours Inc.
+3.3%
+$197.5 
VGT Vanguard Information Technology ETF
+3.29%
+$1,564.56 
C Citigroup Inc.
+3.28%
+$2,610.48 
GLD SPDR Gold Shares
+3.21%
+$6,302.63 
AEM Agnico Eagle Mines Limited
+3.2%
+$43.97 
IAU iShares Gold Trust
+3.2%
+$1,116.84 
VTRS Viatris Inc.
+3.2%
+$149.99 
CRUS Cirrus Logic, Inc.
+3.17%
+$250 
EFA iShares MSCI EAFE ETF
+3.15%
+$1,342.89 
XBI SPDR S&P Biotech ETF
+3.1%
+$539.33 
ROST Ross Stores, Inc.
+3.1%
+$186.94 
GS The Goldman Sachs Group, Inc.
+3.07%
+$153.8 
RENT Rent the Runway, Inc.
+3.04%
+$2.42 
QBTS D-Wave Quantum Inc.
+3.03%
+$35.25 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$1,364.22 
FESM Fidelity Enhanced Small Cap ETF
+2.99%
+$397.67 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$64.4 
BIIB Biogen Inc.
+2.94%
+$399 
IWM iShares Russell 2000 ETF
+2.92%
+$13,983.77 
PH Parker-Hannifin Corporation
+2.92%
+$204.72 
NLY Annaly Capital Management, Inc.
+2.92%
+$17.5 
TPR Tapestry Inc.
+2.91%
+$200.9 
AVDV Avantis International Small Cap Value ETF
+2.88%
+$2,533.76 
VXF Vanguard Extended Market ETF
+2.88%
+$66.45 
GBTC Grayscale Bitcoin Trust ETF
+2.87%
+$1,382.76 
IBB iShares Biotechnology ETF
+2.87%
+$47.6 
STEM Stem, Inc.
+2.84%
+$0.42 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$7,517.92 
IBIT iShares Bitcoin Trust
+2.81%
+$3,948.86 
ANET Arista Networks, Inc.
+2.8%
+$297.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.79%
+$148.32 
BTC Grayscale Bitcoin Mini Trust ETF
+2.76%
+$154.02 
SMR NuScale Power Corporation
+2.75%
+$3.06 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$2,867.13 
CTXR Citius Pharmaceuticals, Inc.
+2.73%
+$1.81 
MAR Marriott International Inc. - Class A
+2.73%
+$421.2 
BITO ProShares Bitcoin ETF
+2.67%
+$23.18 
LUMN Lumen Technologies Inc.
+2.66%
+$1.1 
RDVI FT Vest Rising Dividend Achievers Fund
+2.65%
+$1,460 
DWM WisdomTree International Equity Fund
+2.63%
+$109,122.97 
MS Morgan Stanley
+2.62%
+$11,154.36 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$244 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.6%
+$59,146.7 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.58%
+$827.75 
BMY Bristol-Myers Squibb Company
+2.55%
+$9,335.08 
GRAL Grail, Inc.
+2.55%
+$2.99 
VCR Vanguard Consumer Discretionary ETF
+2.55%
+$77.72 
HACK Amplify Cybersecurity ETF
+2.54%
+$1,013.62 
NRG NRG Energy, Inc.
+2.53%
+$250.1 
EMN Eastman Chemical Company
+2.51%
+$2,291.2 
VB Vanguard Small-Cap ETF
+2.48%
+$3,313.12 
MDY SPDR S&P MidCap 400 ETF Trust
+2.45%
+$1,481.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$441.6 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$2,029.55 
PFE Pfizer Inc.
+2.42%
+$3,040.48 
NVDA NVIDIA Corporation
+2.42%
+$65,770.85 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$800.53 
BLNK Blink Charging Co.
+2.39%
+$1.04 
CMG Chipotle Mexican Grill, Inc.
+2.38%
+$1,341.25 
COF Capital One Financial Corporation
+2.38%
+$1,358.84 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.36%
+$187.68 
HD The Home Depot, Inc.
+2.36%
+$13,287.82 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$402.21 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$479 
APH Amphenol Corporation
+2.34%
+$136.31 
CSCO Cisco Systems, Inc.
+2.34%
+$5,557.22 
DFIV Dimensional International Value ETF
+2.32%
+$456.12 
LLY Eli Lilly and Company
+2.31%
+$5,286.3 
WAB Wabtec Corporation
+2.3%
+$29.45 
CFG Citizens Financial Group, Inc.
+2.29%
+$563.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$354.96 
IWN iShares Russell 2000 Value ETF
+2.24%
+$3,105.76 
BGY BlackRock Enhanced International Dividend Trust
+2.23%
+$165.12 
LOW Lowe's Companies Inc.
+2.22%
+$2,682.4 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$440.8 
HPE Hewlett Packard Enterprise Company
+2.19%
+$159.2 
PTCT PTC Therapeutics, Inc.
+2.18%
+$2,692.8 
MLM Martin Marietta Materials, Inc.
+2.17%
+$59.9 
CVS CVS Health Corporation
+2.16%
+$2,368.04 
ROKU Roku, Inc.
+2.15%
+$27.61 
WBD Warner Bros. Discovery, Inc.
+2.12%
+$1,096.12 
APLE Apple Hospitality REIT, Inc.
+2.11%
+$104.52 
HBAN Huntington Bancshares Incorporated
+2.11%
+$674.5 
CGDV Capital Group Dividend Value ETF
+2.1%
+$129,345.02 
VYX NCR Voyix Corp
+2.08%
+$1.59 
CRSP Crispr Therapeutics AG
+2.06%
+$1.02 
ILMN Illumina, Inc.
+2.05%
+$50.02 
SHOP Shopify Inc.
+1.98%
+$2,660.02 
DIS The Walt Disney Company
+1.95%
+$10,267.95 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$415 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.94%
+$1.05M 
DFUV Dimensional US Marketwide Value ETF
+1.93%
+$461.44 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.9%
+$248.97 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$2.65 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.88%
+$1,411.5 
MICC The Magnum Ice Cream Company N.V.
+1.86%
+$19.8 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$3,113.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$200,238.99 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+1.84%
+$41,293.41 
RWX SPDR Dow Jones International Real Estate ETF
+1.83%
+$66.33 
ARR Armour Residential REIT Inc.
+1.81%
+$30.5 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$955.29 
VO Vanguard Mid-Cap ETF
+1.81%
+$365.3 
CEG Constellation Energy Corporation
+1.81%
+$437.5 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$1,108.74 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$2,644.5 
VOO Vanguard S&P 500 ETF
+1.76%
+$19,595.61 
IVV iShares Core S&P 500 ETF
+1.75%
+$2,342.32 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$221.4 
IWB iShares Russell 1000 ETF
+1.72%
+$204.15 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.71%
+$3.55 
ITW Illinois Tool Works Inc.
+1.7%
+$383.4 
AXP American Express Company
+1.7%
+$2,851.55 
MTB M&T Bank Corporation
+1.66%
+$5,673.18 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$1,191 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$346.08 
VONG Vanguard Russell 1000 Growth Fund
+1.63%
+$1,381.44 
MRK Merck & Co., Inc.
+1.62%
+$6,253.93 
MET MetLife Inc.
+1.61%
+$22.24 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.59%
+$116.88 
SNY Sanofi American Depositary Receipt
+1.56%
+$2.72 
BX Blackstone Inc.
+1.54%
+$2,376.15 
TROW T. Rowe Price Group, Inc.
+1.53%
+$694.38 
PTON Peloton Interactive, Inc.
+1.52%
+$0.42 
VSNT Versant Media Group, Inc.
+1.52%
+$196.8 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$1,617 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$287.02 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.46%
+$38,568 
TSCO Tractor Supply Company
+1.45%
+$333.75 
DE Deere & Company
+1.42%
+$796.5 
BME BlackRock Health Sciences Opportunities Portfolio
+1.41%
+$14.25 
AUPH Aurinia Pharmaceuticals Inc.
+1.37%
+$94.6 
AMZN Amazon.com Inc
+1.37%
+$13,240.5 
JPM JPMorgan Chase & Co.
+1.35%
+$8,498.86 
FITB Fifth Third Bancorp
+1.33%
+$70 
MFC Manulife Financial Corporation
+1.32%
+$288.6 
GEHC GE HealthCare Technologies Inc.
+1.29%
+$69.7 
LIN Linde plc
+1.29%
+$3,962.75 
YUM Yum! Brands, Inc.
+1.27%
+$733.44 
IBM International Business Machines Corporation
+1.26%
+$20,058.7 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$1,145.5 
VOE Vanguard Mid-Cap Value ETF
+1.25%
+$107,991.63 
PRU Prudential Financial, Inc.
+1.24%
+$6.5 
CRF Cornerstone Total Return Fund, Inc.
+1.2%
+$85 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$5.63 
IUSV iShares Core S&P U.S. Value ETF
+1.17%
+$563.88 
AAPL Apple Inc.
+1.16%
+$155,757.4 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.15%
+$402.11 
XRAY Dentsply Sirona Inc.
+1.15%
+$2.99 
FDVV Fidelity High Dividend ETF
+1.14%
+$168.36 
CGW Invesco S&P Global Water Index ETF
+1.14%
+$282 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$534 
TOST Toast Inc.
+1.13%
+$15.95 
PYPL PayPal Holdings Inc
+1.12%
+$4.55 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$3,826.51 
NBIX Neurocrine Biosciences Inc.
+1.07%
+$524.6 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$35.7 
FSCO FS Credit Opportunities Corp.
+1.04%
+$3,286 
VOOV Vanguard S&P 500 Value ETF
+1.04%
+$4.5 
UBER Uber Technologies, Inc.
+1.03%
+$327.82 
MMM 3M Company
+1.01%
+$364.98 
BGS B&G Foods Inc.
+0.99%
+$6.4 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$12,373.9 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$248.6 
GAB Gabelli Equity Trust Inc.
+0.99%
+$61.87 
CIM Chimera Investment Corporation
+0.98%
+$97.37 
PHO Invesco Water Resources ETF
+0.97%
+$569.6 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.97%
+$804.83 
DLR Digital Realty Trust, Inc.
+0.97%
+$235.17 
OCFC OceanFirst Financial Corp.
+0.96%
+$6.47 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.96%
+$237.49 
BAC Bank of America Corporation
+0.95%
+$983.84 
TRP TC Energy Corporation
+0.94%
+$315.25 
FNB F.N.B. Corporation
+0.94%
+$532.95 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.93%
+$74.76 
MCD McDonald's Corporation
+0.92%
+$1,877.21 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$599.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.91%
+$227 
SLB Schlumberger Limited
+0.91%
+$499.95 
MMD NYLI MacKay Municipal Opportunities Fund
+0.91%
+$104.3 
NTR Nutrien Ltd.
+0.91%
+$30.09 
KRG Kite Realty Group Trust
+0.9%
+$454.48 
CHTR Charter Communications Inc
+0.87%
+$32.4 
IVT InvenTrust Properties Corp.
+0.86%
+$1,819.2 
CASS Cass Information Systems, Inc.
+0.85%
+$4.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$2,887.74 
SPG Simon Property Group, Inc.
+0.84%
+$53.7 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$197.6 
KHC The Kraft Heinz Company
+0.81%
+$14.23 
ALBT Avalon Globocare Corp
+0.81%
+$0.01 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$444.32 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$68.6 
ETSY Etsy Inc.
+0.76%
+$3.12 
CURB Curbline Properties Corp.
+0.74%
+$1.76 
XLF Financial Select Sector SPDR Fund
+0.72%
+$411.37 
OGN Organon & Co.
+0.71%
+$9.31 
UNP Union Pacific Corporation
+0.7%
+$146.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$456.21 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$927.87 
GOOG Alphabet Inc
+0.64%
+$16,274.26 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$1,953.2 
ABT Abbott Laboratories
+0.62%
+$524.15 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.61%
+$61.69 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$12,017.31 
FBND Fidelity Total Bond ETF
+0.61%
+$753.23 
BLK BlackRock, Inc.
+0.6%
+$693.12 
JPIB JPMorgan International Bond ETF
+0.59%
+$2,365.78 
AINV Apollo Investment Corp
+0.59%
+$0.08 
BNDX Vanguard Total International Bond ETF
+0.58%
+$429.24 
PLTR Palantir Technologies Inc.
+0.58%
+$1,573.94 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$586.47 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$2.65 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$64.33 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$47.62 
NSC Norfolk Southern Corporation
+0.54%
+$462 
TTWO Take-Two Interactive Software, Inc.
+0.54%
+$626.99 
IAGG iShares International Aggregate Bond Fund
+0.48%
+$11.28 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.46%
+$27,640.53 
PEG Public Service Enterprise Group Incorporated
+0.43%
+$1,855.04 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$155.03 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$61.8 
RCS PIMCO Strategic Income Fund
+0.36%
+$46.48 
TIP iShares TIPS Bond ETF
+0.36%
+$129.56 
VZ Verizon Communications Inc.
+0.36%
+$852.55 
WFC Wells Fargo & Company
+0.35%
+$421.37 
SNDL Sundial Growers Inc.
+0.34%
+$0.25 
FCF First Commonwealth Financial Corporation
+0.33%
+$93.8 
GOOGL Alphabet Inc
+0.33%
+$865.36 
GXC SPDR S&P China ETF
+0.31%
+$33.32 
VICE AdvisorShares Vice ETF
+0.31%
+$1.55 
PFG Principal Financial Group, Inc.
+0.3%
+$67.98 
ABBV AbbVie Inc.
+0.28%
+$1,601.28 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$260 
NATL NCR Atleos Corporation
+0.27%
+$0.6 
RWR SPDR Dow Jones REIT ETF
+0.27%
+$5,115.9 
TRV The Travelers Companies, Inc.
+0.26%
+$391.72 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
+0.25%
+$0.12 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$2.92 
MUB iShares National Muni Bond ETF
+0.25%
+$4,717 
AES AES Corporation
+0.24%
+$0.24 
TAP Molson Coors Beverage Company
+0.23%
+$1.9 
FMN Federated Hermes Premier Municipal Income Fund
+0.22%
+$48.67 
OPEN Opendoor Technologies Inc.
+0.22%
+$0.5 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.22%
+$24.8 
CHMI Cherry Hill Mortgage Investment Corporation
+0.21%
+$6 
ISRG Intuitive Surgical, Inc.
+0.21%
+$31.32 
D Dominion Energy, Inc.
+0.21%
+$36.12 
KHYB KraneShares Asia Pacific High Income USD Bond ETF
+0.21%
+$1.5 
SCHH Schwab U.S. REIT ETF
+0.19%
+$270.36 
VRP Invesco Variable Rate Preferred ETF
+0.18%
+$64.58 
MDT Medtronic plc
+0.17%
+$85.54 
KMB Kimberly-Clark Corporation
+0.17%
+$61.25 
ENB Enbridge Inc.
+0.16%
+$1.71 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$41.52 
JNJ Johnson & Johnson
+0.15%
+$889.09 
SOBO South Bow Corporation
+0.13%
+$4.85 
MMIT NYLI MacKay Muni Intermediate ETF
+0.12%
+$4,944.27 
DTM Dt Midstream Inc.
+0.12%
+$12.07 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
+0.12%
+$837.42 
CPRX Catalyst Pharmaceuticals Inc.
+0.11%
+$280 
PHK PIMCO High Income Fund
+0.11%
+$14.22 
JLL Jones Lang LaSalle Inc.
+0.1%
+$252.96 
MNA NYLI Merger Arbitrage ETF
+0.1%
+$9.55 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$20 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$0.64 
CMCSA Comcast Corp
+0.06%
+$103.72 
HAL Halliburton Company
+0.06%
+$2.12 
VNQ Vanguard Real Estate ETF
+0.05%
+$31.5 
DTE DTE Energy Company
+0.05%
+$9.94 
CLOI VanEck CLO ETF
+0.05%
+$21.87 
GIS General Mills, Inc.
+0.04%
+$8.47 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,666.83 
IYR iShares U.S. Real Estate ETF
+0.03%
+$0.15 
ABC AmerisourceBergen Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AZN
0%
$0 
CGC
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
JCI
0%
$0 
L
0%
$0 
LAC
0%
$0 
LYV
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
Q
0%
$0 
SITC
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
ORCL Oracle Corporation
-8.47%
-$44,508.48 
ADBE Adobe Inc.
-6.25%
-$2,070.36 
PRCT Procept BioRobotics Corporation
-5.36%
-$234 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-5.24%
-$57.2 
COP ConocoPhillips
-3.72%
-$1,998.08 
SPOT Spotify Technology S.A.
-2.94%
-$73.9 
NOW ServiceNow, Inc.
-2.88%
-$1,101.6 
SPGI S&P Global Inc.
-2.85%
-$776.64 
XOM Exxon Mobil Corporation
-2.7%
-$50,741.88 
TXMD TherapeuticsMD, Inc.
-2.61%
-$0.1 
MO Altria Group, Inc.
-2.39%
-$9,467.5 
BABA Alibaba Group Holding Limited SP ADR
-2.36%
-$375.36 
PJT PJT Partners Inc.
-2.34%
-$22.08 
WM Waste Management, Inc.
-2.31%
-$129.75 
PR Permian Resources Corporation
-2.31%
-$432.25 
ADP Automatic Data Processing Inc.
-2.3%
-$3,345.31 
TTD The Trade Desk, Inc. Class A
-2.25%
-$43.5 
GNLN Greenlane Holdings, Inc.
-2.23%
-$0.29 
CRM Salesforce Inc
-2.16%
-$1,214.01 
CVX Chevron Corporation
-2%
-$16,134.03 
BSX Boston Scientific Corporation
-1.98%
-$55.39 
BIPC Brookfield Infrastructure Partners L.P.
-1.96%
-$4.86 
ZM Zoom Video Communications, Inc.
-1.93%
-$52.49 
XLE Energy Select Sector SPDR Fund
-1.92%
-$248.64 
SOLV Solventum Corporation
-1.92%
-$3.1 
TR Tootsie Roll Industries, Inc.
-1.91%
-$10.57 
PSX Phillips 66
-1.91%
-$852.39 
VDE Vanguard Energy ETF
-1.82%
-$68,336.91 
PAYX Paychex Inc.
-1.74%
-$17.55 
MSFT Microsoft Corp.
-1.72%
-$33,801.62 
CIGI Colliers International Group Inc.
-1.63%
-$4.83 
AWK American Water Works Company, Inc.
-1.59%
-$178.89 
DINO HF Sinclair Corporation
-1.58%
-$244.16 
RSG Republic Services, Inc.
-1.58%
-$2,049.6 
VLO Valero Energy Corporation
-1.57%
-$2,019.99 
BIP Brookfield Infrastructure Partners L.P.
-1.46%
-$36.48 
BR Broadridge Financial Solutions, Inc.
-1.46%
-$7,196.82 
FSK FS KKR Capital Corp.
-1.41%
-$2,021.66 
DHR Danaher Corporation
-1.31%
-$178.34 
PINS Pinterest, Inc. Class A
-1.31%
-$14.25 
KMI Kinder Morgan, Inc.
-1.3%
-$1,190.22 
EPD Enterprise Products Partners L.P.
-1.29%
-$563.99 
MVIS Microvision Inc.
-1.25%
-$0.12 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$793.32 
LPLA LPL Financial Holdings Inc.
-1.25%
-$1,123.2 
NJR New Jersey Resources Corporation
-1.23%
-$7,229.76 
PM Philip Morris International Inc.
-1.21%
-$35,306.88 
MPC Marathon Petroleum Corporation
-1.17%
-$255.64 
TDC Teradata Corporation
-1.15%
-$91.96 
WTRG Essential Utilities Inc.
-1.13%
-$141.95 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$0.2 
IXC iShares Global Energy ETF
-1.12%
-$244 
WTW Willis Towers Watson Public Limited Company
-1.08%
-$506.22 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
-1.03%
-$33,544.23 
V Visa Inc. Class A
-0.99%
-$1,965.03 
KO The Coca-Cola Company
-0.97%
-$1,219.05 
MDLZ Mondelez International, Inc.
-0.95%
-$6,491.01 
ET Energy Transfer L.P.
-0.92%
-$149.28 
ICE Intercontinental Exchange, Inc.
-0.91%
-$43,639.04 
NFLX Netflix, Inc.
-0.89%
-$5,482.3 
OTTR Otter Tail Corporation
-0.89%
-$156.62 
MJ Amplify Alternative Harvest ETF
-0.86%
-$3.91 
DXC Dxc Technology Co.
-0.85%
-$0.97 
COST Costco Wholesale Corporation
-0.83%
-$952.36 
PGNY Progyny Inc.
-0.83%
-$5,004.56 
CB Chubb Limited
-0.78%
-$387 
CHD Church & Dwight Co., Inc.
-0.76%
-$1,340.25 
MLPA Global X MLP ETF
-0.76%
-$62.73 
PGR Progressive Corporation
-0.75%
-$16.94 
SYK Stryker Corporation
-0.75%
-$245.92 
UMH UMH Properties, Inc.
-0.75%
-$5.41 
ED Consolidated Edison, Inc.
-0.74%
-$422.94 
BP BP p.l.c. Sponsored ADR
-0.69%
-$9.14 
ZBH Zimmer Biomet Holdings, Inc.
-0.68%
-$33.6 
SO The Southern Company
-0.66%
-$812.2 
HIG The Hartford Insurance Group, Inc.
-0.63%
-$246 
DUK Duke Energy Corporation
-0.62%
-$902.44 
GNL Global Net Lease, Inc.
-0.58%
-$15.68 
LVS Las Vegas Sands Corp.
-0.55%
-$0.56 
BCE BCE Inc.
-0.55%
-$63.59 
ADC Agree Realty Corporation
-0.54%
-$82 
SU Suncor Energy Inc.
-0.53%
-$16.5 
WOOF Petco Health and Wellness Company, Inc.
-0.53%
-$0.07 
YUMC Yum China Holdings Inc.
-0.53%
-$27.14 
MLPX Global X MLP & Energy Infrastructure ETF
-0.52%
-$69.3 
STWD Starwood Property Trust Inc.
-0.5%
-$170 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.49%
-$193.8 
TTE TotalEnergies SE
-0.47%
-$84 
META Meta Platforms Inc Class A
-0.47%
-$1,765.79 
S SentinelOne Inc.
-0.47%
-$280 
CL Colgate-Palmolive Company
-0.45%
-$1,247.81 
BRO Brown & Brown Inc.
-0.41%
-$167 
ETR Entergy Corporation
-0.39%
-$13.33 
PG Procter & Gamble Co
-0.35%
-$4,389.35 
SHEL Shell plc
-0.35%
-$90 
WU Western Union Co.
-0.34%
-$40.23 
CI The Cigna Group
-0.33%
-$49.25 
MA Mastercard Incorporated
-0.32%
-$298.62 
UNH UnitedHealth Group Incorporated
-0.32%
-$334.01 
SJM The J.M. Smucker Company
-0.32%
-$3.7 
HPI John Hancock Preferred Income Fund
-0.31%
-$103.8 
CDNS Cadence Design Systems, Inc.
-0.31%
-$119 
UL Unilever PLC Sponsored American Depositary Receipt
-0.31%
-$47.88 
T AT&T Inc.
-0.3%
-$1,199.66 
OGIG ALPS O’Shares Global Internet Giants ETF
-0.28%
-$5.91 
KD Kyndryl Holdings Inc.
-0.27%
-$0.99 
PEP PepsiCo, Inc.
-0.25%
-$862.22 
WMT Walmart Inc.
-0.23%
-$646.8 
ABR Arbor Realty Trust Inc.
-0.19%
-$26 
NEE NextEra Energy, Inc.
-0.19%
-$46.56 
CNP CenterPoint Energy Inc.
-0.19%
-$60 
MSI Motorola Solutions, Inc.
-0.17%
-$338.79 
WELL Welltower Inc.
-0.14%
-$60.03 
HPQ HP Inc.
-0.1%
-$4 
TEM Tempus AI, Inc.
-0.08%
-$1.8 
EA Electronic Arts Inc.
-0.08%
-$3.2 
PMM Putnam Managed Municipal Income Trust
-0.08%
-$45 
TJX The TJX Companies, Inc.
-0.05%
-$8.8 
KKR KKR & Co. Inc.
-0.05%
-$19.53 
NI NiSource Inc.
-0.04%
-$10 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$10.03 
HDV iShares Core High Dividend ETF
-0.04%
-$5.45 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$3.4 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$0.01 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$1.04 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1916 | Longs Won 1233/1916 64% | Profit Factor 9.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $358,048.72 |
| Average Win $56,703.42 | Best Trade (Jun 11) $13.94M | Sharpe Ratio -9.08 |
| Average Loss -$11,356.3 | Worst Trade (Mar 31) -$698,839.19 | Z-Score 8.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 4d | Expectancy $32,442.05 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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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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