Leanne Menzel

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
Tracking: 0 Updated: Oct 23 at 06:05 PM
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:
97.85%
Gain -0.47%
Monthly
0.99%
Yearly
12.55%
Drawdown
20.88%
$233.63M
Equity
Holdings
$233.63M
Investment
$167.05M
$66.71M
Profit -$634,757.59
Realized
$127,719.11
Unrealized
$66.59M
Dividends
$14.02M

Goals

Avg. 71% completed goals
Yearly
Gain > 5%
2026
42%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$634,757.59
Win %
68%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$35,570.05
Win %
68%
This Month
Compared to last month
Gain
0.68%
Profit
$1.58M
Win %
68%
This Year
Compared to last year
Gain
2.1%
Profit
$4.82M
Win %
68%
Citius Pharmaceuticals, Inc. logo
CTXR Citius Pharmaceuticals, Inc.
+7.87%
+$3.5
SLB N.V. logo
SLB SLB N.V.
+7.11%
+$3,489.75
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+6.73%
+$620.88
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+6.65%
+$3,925.84
GRAIL, Inc. logo
GRAL GRAIL, Inc.
+6.49%
+$16.49
Safe & Green Holdings Corp. logo
S Safe & Green Holdings Corp.
+5.71%
+$5,140
Halliburton Company logo
HAL Halliburton Company
+5.26%
+$148.32
Tempus AI Inc Class A Common Stock logo
TEM Tempus AI Inc Class A Common Stock
+5.13%
+$147.42
Permian Resources Corp Class A Common Stock logo
PR Permian Resources Corp Class A Common Stock
+4.96%
+$870.84
Devon Energy Corporation logo
DVN Devon Energy Corporation
+4.68%
+$161
ConocoPhillips logo
COP ConocoPhillips
+4.08%
+$2,310.66
MicroVision, Inc. logo
MVIS MicroVision, Inc.
+3.95%
+$0.08
Amplify Cybersecurity ETF logo
HACK Amplify Cybersecurity ETF
+3.92%
+$2,042.12
MongoDB, Inc. Class A Common Stock logo
MDB MongoDB, Inc. Class A Common Stock
+3.41%
+$1,235
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
+3.21%
+$284.8
Micron Technology Inc. logo
MU Micron Technology Inc.
+3.12%
+$11,551.68
First Trust Nasdaq Cybersecurity ETF logo
CIBR First Trust Nasdaq Cybersecurity ETF
+3.03%
+$1,199.28
BlackBerry Limited logo
BB BlackBerry Limited
+2.97%
+$2.81
TotalEnergies SE logo
TTE TotalEnergies SE
+2.81%
+$512
Vanguard Energy ETF logo
VDE Vanguard Energy ETF
+2.8%
+$122,304.87
Nokia Corporation Sponsored ADR logo
NOK Nokia Corporation Sponsored ADR
+2.73%
+$59.55
State Street Energy Select Sector SPDR ETF logo
XLE State Street Energy Select Sector SPDR ETF
+2.72%
+$407.37
Snowflake Inc. Common Stock logo
SNOW Snowflake Inc. Common Stock
+2.69%
+$42.3
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+2.69%
+$5,764.45
Kinder Morgan Inc. logo
KMI Kinder Morgan Inc.
+2.68%
+$2,595.54
Chevron Corporation logo
CVX Chevron Corporation
+2.67%
+$25,764.07
Suncor Energy Inc. logo
SU Suncor Energy Inc.
+2.63%
+$102
BP Plc Sponsored ADR logo
BP BP Plc Sponsored ADR
+2.58%
+$41.28
Intuitive Surgical Inc. logo
ISRG Intuitive Surgical Inc.
+2.48%
+$395.46
Lumen Technologies, Inc. logo
LUMN Lumen Technologies, Inc.
+2.47%
+$0.55
iPath Series B S&P 500 VIX Short-Term Futures ETN logo
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
+2.44%
+$18.45
ExxonMobil Holdings Corporation logo
XOM ExxonMobil Holdings Corporation
+2.43%
+$54,521.29
iShares Global Energy ETF logo
IXC iShares Global Energy ETF
+2.41%
+$600
Global X MLP & Energy Infrastructure ETF logo
MLPX Global X MLP & Energy Infrastructure ETF
+2.29%
+$303.94
Shell plc American Depositary Shares (Each representing two Ordinary shares) logo
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.28%
+$723
Space Exploration Technologies Corp. Class A logo
SPCX Space Exploration Technologies Corp. Class A
+2.26%
+$1,182.28
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
+2.17%
+$672.54
Marvell Technology Inc. logo
MRVL Marvell Technology Inc.
+2.08%
+$7,875.4
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+2.08%
+$6.78
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
+2.04%
+$5.24
Valley National Bancorp Common Stock logo
VLY Valley National Bancorp Common Stock
+2.03%
+$7,816.2
AST SpaceMobile Inc. logo
ASTS AST SpaceMobile Inc.
+2.01%
+$4.68
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.97%
+$828.72
Energy Transfer LP logo
ET Energy Transfer LP
+1.87%
+$323.62
South Bow Corporation logo
SOBO South Bow Corporation
+1.82%
+$61.11
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
+1.8%
+$1,946.82
Teradata Corporation logo
TDC Teradata Corporation
+1.73%
+$142.78
Alerian MLP Index ETNs due January 28, 2044 logo
AMJB Alerian MLP Index ETNs due January 28, 2044
+1.68%
+$54,595.71
Dell Technologies Inc. Class C Common Stock logo
DELL Dell Technologies Inc. Class C Common Stock
+1.67%
+$3,032
Oracle Corporation logo
ORCL Oracle Corporation
+1.56%
+$4,717.72
Greenlane Holdings, Inc. Class A Common Stock logo
GNLN Greenlane Holdings, Inc. Class A Common Stock
+1.51%
+$0.24
Amphenol Corp. Class A Common Stock logo
APH Amphenol Corp. Class A Common Stock
+1.49%
+$82.84
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
+1.47%
+$370.57
Intel Corporation logo
INTC Intel Corporation
+1.46%
+$1,191.25
Global X MLP ETF logo
MLPA Global X MLP ETF
+1.4%
+$115.52
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+1.31%
+$2,749.02
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+1.28%
+$478.08
DT Midstream, Inc. logo
DTM DT Midstream, Inc.
+1.28%
+$112.18
Corsair Gaming, Inc. logo
CRSR Corsair Gaming, Inc.
+1.23%
+$2.85
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.2%
+$0.24
Johnson Controls International plc logo
JCI Johnson Controls International plc
+1.18%
+$21.84
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+1.13%
+$3.9
ALPS O'Shares Global Internet Giants ETF logo
OGIG ALPS O'Shares Global Internet Giants ETF
+1.08%
+$24.66
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.08%
+$170.15
Applied Materials Inc. logo
AMAT Applied Materials Inc.
+1.05%
+$798.5
Cirrus Logic Inc. logo
CRUS Cirrus Logic Inc.
+1.01%
+$55.91
Arista Networks Inc. logo
ANET Arista Networks Inc.
+1.01%
+$103.5
Qnity Electronics Inc. logo
Q Qnity Electronics Inc.
+0.93%
+$66.66
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+0.91%
+$61.75
T. Rowe Price Group Inc. logo
TROW T. Rowe Price Group Inc.
+0.89%
+$391.92
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.86%
+$149.58
FlexShares Morningstar Global Upstream Natural Resources Index Fund logo
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.84%
+$23,415.75
Corning Incorporated logo
GLW Corning Incorporated
+0.81%
+$1,174.63
Astera Labs, Inc. logo
ALAB Astera Labs, Inc.
+0.76%
+$246.25
TC Energy Corporation logo
TRP TC Energy Corporation
+0.76%
+$227.95
Abbott Laboratories logo
ABT Abbott Laboratories
+0.75%
+$306.46
Invesco PHLX Semiconductor ETF logo
SOXQ Invesco PHLX Semiconductor ETF
+0.73%
+$6.2
Freedom 100 Emerging Markets ETF logo
FRDM Freedom 100 Emerging Markets ETF
+0.68%
+$50,016.74
Zoom Communications, Inc. Class A Common Stock logo
ZM Zoom Communications, Inc. Class A Common Stock
+0.65%
+$18.21
ServiceNow Inc. logo
NOW ServiceNow Inc.
+0.61%
+$343.8
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+0.6%
+$15,377.69
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.6%
+$325.89
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+0.58%
+$1,233.84
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
+0.57%
+$33.66
Shopify Inc. logo
SHOP Shopify Inc.
+0.56%
+$1,796.4
First Trust Global Tactical Commodity Strategy Fund logo
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.55%
+$2,038.64
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.52%
+$7,696.92
NCR Atleos Corporation logo
NATL NCR Atleos Corporation
+0.52%
+$1.23
ARK Space & Defense Innovation ETF logo
ARKX ARK Space & Defense Innovation ETF
+0.51%
+$68.85
AdvisorShares Vice ETF logo
VICE AdvisorShares Vice ETF
+0.48%
+$2.33
International Flavors & Fragrances, Inc. logo
IFF International Flavors & Fragrances, Inc.
+0.45%
+$414.54
Teladoc Health Inc. logo
TDOC Teladoc Health Inc.
+0.4%
+$0.25
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
+0.39%
+$199.68
The Boeing Company logo
BA The Boeing Company
+0.38%
+$1,041.12
NuScale Power Corporation Class A Common Stock logo
SMR NuScale Power Corporation Class A Common Stock
+0.37%
+$0.24
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.35%
+$1,853.6
Stryker Corp. logo
SYK Stryker Corp.
+0.34%
+$112.36
KraneShares Electric Vehicles and Future Mobility Index ETF logo
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
+0.33%
+$1.63
Illumina Inc. logo
ILMN Illumina Inc.
+0.31%
+$12.59
HubSpot Inc. logo
HBAN HubSpot Inc.
+0.29%
+$85.5
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.26%
+$38.14
First Commonwealth Financial Corp. logo
FCF First Commonwealth Financial Corp.
+0.24%
+$72.15
Cummins Inc. logo
CMI Cummins Inc.
+0.21%
+$165
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF logo
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$22.55
Dimensional Emerging Core Equity Market ETF logo
DFAE Dimensional Emerging Core Equity Market ETF
+0.2%
+$301.95
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
+0.2%
+$5.9
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.19%
+$1,371.15
Bitwise 10 Crypto Index Fund logo
BITW Bitwise 10 Crypto Index Fund
+0.19%
+$9.35
ProShares Bitcoin Strategy ETF logo
BITO ProShares Bitcoin Strategy ETF
+0.18%
+$0.02
Lam Research Corp. logo
LRCX Lam Research Corp.
+0.18%
+$151.2
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.17%
+$435.61
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.16%
+$3,861.18
Grayscale Bitcoin Trust ETF logo
GBTC Grayscale Bitcoin Trust ETF
+0.16%
+$385.4
Innovator Emerging Markets Power Buffer ETF - July logo
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.13%
+$241.16
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$31.14
JPMorgan Municipal ETF logo
JMUB JPMorgan Municipal ETF
+0.12%
+$1.08
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+0.12%
+$282.32
Deere & Company logo
DE Deere & Company
+0.12%
+$74.5
SPDR Dow Jones International Real Estate ETF logo
RWX SPDR Dow Jones International Real Estate ETF
+0.12%
+$4.02
Fidelity Wise Origin Bitcoin Fund logo
FBTC Fidelity Wise Origin Bitcoin Fund
+0.11%
+$370.95
Marathon Petroleum Corp. logo
MPC Marathon Petroleum Corp.
+0.09%
+$34.45
iShares Bitcoin Trust ETF logo
IBIT iShares Bitcoin Trust ETF
+0.09%
+$136.4
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
+0.09%
+$1,577.79
Organon & Co. logo
OGN Organon & Co.
+0.07%
+$0.98
Kratos Defense & Security Solutions, Inc. logo
KTOS Kratos Defense & Security Solutions, Inc.
+0.05%
+$20
KraneShares Asia Pacific High Income USD Bond ETF logo
KHYB KraneShares Asia Pacific High Income USD Bond ETF
+0.04%
+$0.3
NYLI MacKay Muni Intermediate ETF logo
MMIT NYLI MacKay Muni Intermediate ETF
+0.04%
+$1,823.66
NYLI Merger Arbitrage ETF logo
MNA NYLI Merger Arbitrage ETF
+0.04%
+$3.84
WisdomTree Floating Rate Treasury Fund logo
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$0.01
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
+0.02%
+$15.4
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$3
PIMCO Strategic Income Fund, Inc. logo
RCS PIMCO Strategic Income Fund, Inc.
+0.01%
+$1.43
JPMorgan Ultra-Short Municipal Income ETF logo
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.01%
+$1.14
PGIM Ultra Short Bond ETF logo
PULS PGIM Ultra Short Bond ETF
+0.01%
+$700.9
Avalon Globocare Corp logo
ALBT Avalon Globocare Corp
0%
$0
Citizens Financial Group Inc. logo
CFG Citizens Financial Group Inc.
0%
$0
Catalyst Pharmaceuticals Inc. logo
CPRX Catalyst Pharmaceuticals Inc.
0%
$0
Electronic Arts Inc. logo
EA Electronic Arts Inc.
0%
$0
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
IAMGOLD Corporation logo
IAG IAMGOLD Corporation
0%
$0
Natcore Technology Inc. logo
NTCXF Natcore Technology Inc.
0%
$0
SNDL Inc. logo
SNDL SNDL Inc.
0%
$0
Truist Financial Corporation logo
TFC Truist Financial Corporation
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
0%
$0
IDX Alternative FIAT ETF logo
GLDB IDX Alternative FIAT ETF
0%
$0
Grayscale Bitcoin Mini Trust ETF logo
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
The Magnum Ice Cream Company N.V. logo
MICC The Magnum Ice Cream Company N.V.
0%
$0
FSSL
FSSL
0%
$0
CGC
CGC
0%
$0
LAC
LAC
0%
$0
G200
G2004J103
0%
$0
Pagaya Technologies Ltd. logo
PGYWW Pagaya Technologies Ltd.
-19.15%
-$1.17
Bloom Energy Corp. Class A Common Stock logo
BE Bloom Energy Corp. Class A Common Stock
-12.26%
-$1,868.3
AT&T Inc. logo
T AT&T Inc.
-6.55%
-$25,535.62
B&G Foods, Inc. logo
BGS B&G Foods, Inc.
-5.81%
-$20
Cass Information Systems, Inc. logo
CASS Cass Information Systems, Inc.
-5.73%
-$33.05
Tootsie Roll Industries Inc. logo
TR Tootsie Roll Industries Inc.
-5.67%
-$29.54
Colliers International Group Inc. logo
CIGI Colliers International Group Inc.
-5.25%
-$15.2
American Airlines Group Inc. logo
AAL American Airlines Group Inc.
-5.08%
-$49.28
MoonLake Immunotherapeutics Class A Ordinary Shares logo
MLTX MoonLake Immunotherapeutics Class A Ordinary Shares
-4.94%
-$1.22
Arbor Realty Trust, Inc. logo
ABR Arbor Realty Trust, Inc.
-4.56%
-$216
PTC Therapeutics, Inc. logo
PTCT PTC Therapeutics, Inc.
-4.54%
-$4,813.38
MetLife, Inc. logo
MET MetLife, Inc.
-4.31%
-$71.36
Rent the Runway, Inc. Class A Common Stock logo
RENT Rent the Runway, Inc. Class A Common Stock
-4.22%
-$2.3
Nuveen Municipal High Income Opportunity Fund logo
NMZ Nuveen Municipal High Income Opportunity Fund
-4.09%
-$2,399.82
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
-3.94%
-$182.88
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-3.85%
-$1,203
Royal Caribbean Cruises Ltd. logo
RCL Royal Caribbean Cruises Ltd.
-3.75%
-$1,170.12
American Express Company logo
AXP American Express Company
-3.75%
-$7,125.31
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
-3.72%
-$70.8
Tractor Supply Company logo
TSCO Tractor Supply Company
-3.71%
-$967.5
Colgate-Palmolive Co. logo
CL Colgate-Palmolive Co.
-3.63%
-$10,906.74
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
-3.62%
-$2,915.1
Blink Charging Co. logo
BLNK Blink Charging Co.
-3.54%
-$0.91
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
-3.5%
-$2,066.62
Jones Lang LaSalle Incorporated logo
JLL Jones Lang LaSalle Incorporated
-3.5%
-$6,959.22
TherapeuticsMD, Inc. logo
TXMD TherapeuticsMD, Inc.
-3.24%
-$0.12
Petco Health and Wellness Company, Inc. Class A Common Stock logo
WOOF Petco Health and Wellness Company, Inc. Class A Common Stock
-3.16%
-$0.4
Ross Stores Inc. logo
ROST Ross Stores Inc.
-3.1%
-$88.08
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-3.1%
-$17,894.47
Lowe's Companies, Inc. logo
LOW Lowe's Companies, Inc.
-3.02%
-$3,455.2
Eli Lilly and Company logo
LLY Eli Lilly and Company
-3.02%
-$27,489.68
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
-3%
-$5,843.49
The J. M. Smucker Company logo
SJM The J. M. Smucker Company
-3%
-$40
Charter Communications Inc. Class A Common Stock logo
CHTR Charter Communications Inc. Class A Common Stock
-2.94%
-$88.56
Western Digital Corp. logo
WDC Western Digital Corp.
-2.84%
-$181.08
NCR Voyix Corporation logo
VYX NCR Voyix Corporation
-2.84%
-$2.69
Amplify Alternative Harvest ETF logo
MJ Amplify Alternative Harvest ETF
-2.82%
-$10.71
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
-2.77%
-$16.35
Las Vegas Sands Corp. logo
LVS Las Vegas Sands Corp.
-2.77%
-$2.02
Ford Motor Co. logo
F Ford Motor Co.
-2.76%
-$723.36
The Cigna Group logo
CI The Cigna Group
-2.72%
-$430
Chipotle Mexican Grill, Inc. logo
CMG Chipotle Mexican Grill, Inc.
-2.68%
-$641.75
Solventum Corporation logo
SOLV Solventum Corporation
-2.68%
-$4.68
Manulife Financial Corporation logo
MFC Manulife Financial Corporation
-2.67%
-$677.1
The Procter & Gamble Company logo
PG The Procter & Gamble Company
-2.66%
-$36,805.86
Kyndryl Holdings Inc. logo
KD Kyndryl Holdings Inc.
-2.63%
-$13.2
Aurinia Pharmaceuticals Inc. logo
AUPH Aurinia Pharmaceuticals Inc.
-2.63%
-$200.38
Mondelēz International, Inc. Class A Common Stock logo
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.57%
-$17,823.67
Block Inc. Class A Common Stock logo
XYZ Block Inc. Class A Common Stock
-2.54%
-$34.17
The Coca-Cola Company logo
KO The Coca-Cola Company
-2.52%
-$3,612
General Mills Inc. logo
GIS General Mills Inc.
-2.47%
-$491.55
Tapestry Inc. logo
TPR Tapestry Inc.
-2.46%
-$137.2
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-2.45%
-$8,143
Royal Gold, Inc. logo
RGLD Royal Gold, Inc.
-2.41%
-$792.4
Vodafone Group plc Sponsored ADR logo
VOD Vodafone Group plc Sponsored ADR
-2.39%
-$187.5
Caterpillar Inc. logo
CAT Caterpillar Inc.
-2.38%
-$17,213.85
Viatris Inc. logo
VTRS Viatris Inc.
-2.35%
-$129.19
Nike, Inc. Class B Common Stock logo
NKE Nike, Inc. Class B Common Stock
-2.34%
-$17.9
Brown & Brown Inc. logo
BRO Brown & Brown Inc.
-2.33%
-$1,158.98
Etsy Inc. logo
ETSY Etsy Inc.
-2.33%
-$12.69
Uber Technologies Inc. logo
UBER Uber Technologies Inc.
-2.31%
-$741.67
Oklo Inc. Class A Common Stock logo
OKLO Oklo Inc. Class A Common Stock
-2.29%
-$0.62
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-2.29%
-$385.5
Willis Towers Watson Public Limited Company logo
WTW Willis Towers Watson Public Limited Company
-2.28%
-$1,339.89
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
-2.23%
-$9,236.47
BCE Inc. logo
BCE BCE Inc.
-2.14%
-$209.59
SPDR S&P Transportation ETF logo
XTN SPDR S&P Transportation ETF
-2.12%
-$631.5
General Electric Company logo
GE General Electric Company
-2.09%
-$1,723.94
Altria Group, Inc. logo
MO Altria Group, Inc.
-2.05%
-$8,439.6
PPG Industries, Inc. logo
PPG PPG Industries, Inc.
-2.02%
-$1,225.15
Alibaba Group Holding Ltd. ADR logo
BABA Alibaba Group Holding Ltd. ADR
-2%
-$281.52
Cava Group, Inc. logo
CAVA Cava Group, Inc.
-1.99%
-$52.32
BlackRock, Inc. logo
BLK BlackRock, Inc.
-1.99%
-$2,510.82
McDonald's Corporation logo
MCD McDonald's Corporation
-1.99%
-$3,624.44
NRG Energy, Inc. logo
NRG NRG Energy, Inc.
-1.97%
-$152.52
Vertex Pharmaceuticals Incorporated Common Stock logo
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.97%
-$1,275.34
Adobe Inc. logo
ADBE Adobe Inc.
-1.97%
-$754.96
Norfolk Southern Corp. logo
NSC Norfolk Southern Corp.
-1.96%
-$1,819.13
HP Inc. logo
HPQ HP Inc.
-1.96%
-$105.6
PROCEPT BioRobotics Corp. logo
PRCT PROCEPT BioRobotics Corp.
-1.9%
-$57
Toast, Inc. Class A Common Stock logo
TOST Toast, Inc. Class A Common Stock
-1.89%
-$36.54
Korro Bio, Inc. logo
KKR Korro Bio, Inc.
-1.86%
-$743.9
Versant Media Group Inc. Class A Common Stock logo
VSNT Versant Media Group Inc. Class A Common Stock
-1.86%
-$180.6
Molson Coors Beverage Company Class B Common Stock logo
TAP Molson Coors Beverage Company Class B Common Stock
-1.85%
-$15.4
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
-1.83%
-$77
Mastercard Inc. Class A Common Stock logo
MA Mastercard Inc. Class A Common Stock
-1.82%
-$2,117.84
UnitedHealth Group Inc. logo
UNH UnitedHealth Group Inc.
-1.81%
-$1,959.61
Chubb Limited logo
CB Chubb Limited
-1.79%
-$975
Global Net Lease, Inc. logo
GNL Global Net Lease, Inc.
-1.79%
-$37.05
Wheaton Precious Metals Corp. logo
WPM Wheaton Precious Metals Corp.
-1.78%
-$5,940
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
-1.76%
-$31.5
BlackRock Enhanced International Dividend Trust logo
BGY BlackRock Enhanced International Dividend Trust
-1.75%
-$125.5
PJT Partners Inc. Class A Common Stock logo
PJT PJT Partners Inc. Class A Common Stock
-1.73%
-$14.79
Blackstone Inc. logo
BX Blackstone Inc.
-1.69%
-$2,223.06
Morgan Stanley Common Stock logo
MS Morgan Stanley Common Stock
-1.68%
-$6,640.41
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
-1.67%
-$59.78
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.67%
-$10,717.36
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-1.66%
-$3,728.25
Gabelli Equity Trust Inc. logo
GAB Gabelli Equity Trust Inc.
-1.66%
-$97.31
Endeavour Silver Corp. logo
EXK Endeavour Silver Corp.
-1.63%
-$15
FedEx Corp. logo
FDX FedEx Corp.
-1.63%
-$495
RTX Corporation logo
RTX RTX Corporation
-1.61%
-$3,111.74
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.6%
-$8,065.23
CRISPR Therapeutics AG logo
CRSP CRISPR Therapeutics AG
-1.58%
-$2.37
Vanguard Consumer Discretionary ETF logo
VCR Vanguard Consumer Discretionary ETF
-1.58%
-$48.56
Capital One Financial Corp. logo
COF Capital One Financial Corp.
-1.57%
-$1,030.4
Smurfit WestRock Plc logo
SW Smurfit WestRock Plc
-1.56%
-$163.68
The Kraft Heinz Company logo
KHC The Kraft Heinz Company
-1.55%
-$28.47
State Street SPDR S&P Biotech ETF logo
XBI State Street SPDR S&P Biotech ETF
-1.53%
-$313.87
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
-1.52%
-$9,192.55
State Street Consumer Discretionary Select Sector SPDR ETF logo
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.52%
-$279.2
Riot Platforms, Inc. logo
RIOT Riot Platforms, Inc.
-1.47%
-$200.45
Dentsply Sirona Inc. logo
XRAY Dentsply Sirona Inc.
-1.47%
-$3.64
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
-1.47%
-$7,802.56
LPL Financial Holdings Inc. logo
LPLA LPL Financial Holdings Inc.
-1.47%
-$1,464.84
D-Wave Quantum Inc. logo
QBTS D-Wave Quantum Inc.
-1.46%
-$8.5
Union Pacific Corp. logo
UNP Union Pacific Corp.
-1.46%
-$312.48
Franklin Managed Municipal Income Trust logo
PMM Franklin Managed Municipal Income Trust
-1.45%
-$783
Pinterest Inc. logo
PINS Pinterest Inc.
-1.44%
-$16.5
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
-1.42%
-$1,020.97
Marriott International, Inc. Class A Common Stock logo
MAR Marriott International, Inc. Class A Common Stock
-1.41%
-$224.4
Walmart Inc. logo
WMT Walmart Inc.
-1.41%
-$3,874.86
Brookfield Infrastructure Corporation Class A Shares logo
BIPC Brookfield Infrastructure Corporation Class A Shares
-1.38%
-$3.12
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
-1.38%
-$14.26
Peloton Interactive Inc. Class A Common Stock logo
PTON Peloton Interactive Inc. Class A Common Stock
-1.37%
-$0.37
Unilever PLC Sponsored ADR logo
UL Unilever PLC Sponsored ADR
-1.37%
-$244.72
Pfizer Inc. logo
PFE Pfizer Inc.
-1.36%
-$1,867.5
Playboy, Inc. logo
PLBY Playboy, Inc.
-1.36%
-$0.06
Biogen Inc. logo
BIIB Biogen Inc.
-1.36%
-$241.85
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1.32%
-$9,049.36
Boston Scientific Corp. logo
BSX Boston Scientific Corp.
-1.31%
-$15.73
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.3%
-$211.2
Cencora Inc. logo
COR Cencora Inc.
-1.3%
-$22
Triple Flag Precious Metals Corp. logo
TFPM Triple Flag Precious Metals Corp.
-1.28%
-$10.87
Ingevity Corporation logo
NGVT Ingevity Corporation
-1.27%
-$36.49
Visa Inc. Class A logo
V Visa Inc. Class A
-1.26%
-$3,817.9
Starbucks Corp. logo
SBUX Starbucks Corp.
-1.26%
-$316.11
Costco Wholesale Corp logo
COST Costco Wholesale Corp
-1.26%
-$1,448.66
Alcoa Corporation logo
AA Alcoa Corporation
-1.24%
-$106.56
Public Service Enterprise Group Inc. logo
PEG Public Service Enterprise Group Inc.
-1.24%
-$4,910.4
Citigroup Inc. logo
C Citigroup Inc.
-1.22%
-$1,033.05
Coinbase Global Inc. Class A Common Stock logo
COIN Coinbase Global Inc. Class A Common Stock
-1.21%
-$8.16
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-1.21%
-$2,440.11
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-1.2%
-$8.48
Netflix Inc. logo
NFLX Netflix Inc.
-1.2%
-$5,989.22
State Street Financial Select Sector SPDR ETF logo
XLF State Street Financial Select Sector SPDR ETF
-1.2%
-$617.44
FS KKR Capital Corp. logo
FSK FS KKR Capital Corp.
-1.19%
-$1,630.37
SoFi Technologies, Inc. logo
SOFI SoFi Technologies, Inc.
-1.19%
-$157.5
New Jersey Resources Corporation logo
NJR New Jersey Resources Corporation
-1.18%
-$6,760.21
Agree Realty Corp. logo
ADC Agree Realty Corp.
-1.18%
-$158
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
-1.18%
-$295.2
Annaly Capital Management, Inc. logo
NLY Annaly Capital Management, Inc.
-1.17%
-$6.02
iShares Silver Trust logo
SLV iShares Silver Trust
-1.17%
-$460
3M Company logo
MMM 3M Company
-1.16%
-$471.24
Ferrari N.V. logo
RACE Ferrari N.V.
-1.16%
-$9.24
CVS Health Corporation Common Stock logo
CVS CVS Health Corporation Common Stock
-1.16%
-$1,223.12
NiSource Inc. logo
NI NiSource Inc.
-1.16%
-$252.5
State Street SPDR Dow Jones Industrial Average ETF Trust logo
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.16%
-$915
Republic Services Inc. logo
RSG Republic Services Inc.
-1.13%
-$1,668.34
State Street Communication Services Select Sector SPDR ETF logo
XLC State Street Communication Services Select Sector SPDR ETF
-1.13%
-$273.46
Neurocrine Biosciences, Inc. logo
NBIX Neurocrine Biosciences, Inc.
-1.12%
-$491.05
Sanofi ADR logo
SNY Sanofi ADR
-1.12%
-$1.88
Salesforce, Inc. logo
CRM Salesforce, Inc.
-1.1%
-$909.68
Cornerstone Total Return Fund, Inc. logo
CRF Cornerstone Total Return Fund, Inc.
-1.1%
-$65
Loews Corp. logo
L Loews Corp.
-1.09%
-$58.28
ProShares S&P 500 Dividend Aristocrats ETF logo
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.09%
-$65.28
DTE Energy Company logo
DTE DTE Energy Company
-1.08%
-$204.48
Brookfield Infrastructure Partners L.P. logo
BIP Brookfield Infrastructure Partners L.P.
-1.07%
-$25.6
Innovative Industrial Properties, Inc. logo
IIPR Innovative Industrial Properties, Inc.
-1.06%
-$2.32
The Southern Company logo
SO The Southern Company
-1.05%
-$1,296.9
Builders FirstSource Inc. logo
BLDR Builders FirstSource Inc.
-1.05%
-$60.5
FT Vest Rising Dividend Achievers Target Income ETF logo
RDVI FT Vest Rising Dividend Achievers Target Income ETF
-1.05%
-$590
Defiance AI & Power Infrastructure ETF logo
AIPO Defiance AI & Power Infrastructure ETF
-1.03%
-$4.5
Wabtec Corporation logo
WAB Wabtec Corporation
-1%
-$13.85
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-1%
-$142.35
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.99%
-$31,472.01
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
-0.94%
-$115.73
Invesco S&P SmallCap 600 Pure Value ETF logo
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.94%
-$22,604.58
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.93%
-$16.5
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
-0.91%
-$41.03
Entergy Corporation Common Stock logo
ETR Entergy Corporation Common Stock
-0.91%
-$13.72
Consolidated Edison Inc. logo
ED Consolidated Edison Inc.
-0.9%
-$558.6
FS Credit Opportunities Corp. logo
FSCO FS Credit Opportunities Corp.
-0.9%
-$2,996.83
Danaher Corp. logo
DHR Danaher Corp.
-0.87%
-$148.74
John Hancock Preferred Income Fund logo
HPI John Hancock Preferred Income Fund
-0.86%
-$243
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-0.86%
-$752.07
Take-Two Interactive Software, Inc. logo
TTWO Take-Two Interactive Software, Inc.
-0.86%
-$984.5
PIMCO High Income Fund logo
PHK PIMCO High Income Fund
-0.86%
-$90.51
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
-0.84%
-$17.68
Moderna Inc. logo
MRNA Moderna Inc.
-0.83%
-$69.29
NYLI MacKay DefinedTerm Muni Opportunities Fund logo
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund
-0.83%
-$85.67
FT Vest Gold Strategy Target Income ETF logo
IGLD FT Vest Gold Strategy Target Income ETF
-0.82%
-$879.04
UMH Properties Inc. logo
UMH UMH Properties Inc.
-0.81%
-$5.87
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
-0.79%
-$214.7
Wells Fargo & Company logo
WFC Wells Fargo & Company
-0.78%
-$795.93
Chimera Investment Corp. logo
CIM Chimera Investment Corp.
-0.77%
-$21.64
State Street SPDR EURO STOXX 50 ETF logo
FEZ State Street SPDR EURO STOXX 50 ETF
-0.77%
-$89
Paychex Inc. logo
PAYX Paychex Inc.
-0.76%
-$9.04
iShares U.S. Home Construction ETF logo
ITB iShares U.S. Home Construction ETF
-0.76%
-$73.14
Bank of America Corporation logo
BAC Bank of America Corporation
-0.74%
-$604.96
Iovance Biotherapeutics Inc. logo
IOVA Iovance Biotherapeutics Inc.
-0.74%
-$0.94
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$99.6
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
-0.72%
-$121.26
Otter Tail Corporation logo
OTTR Otter Tail Corporation
-0.72%
-$128.7
Starwood Property Trust, Inc. logo
STWD Starwood Property Trust, Inc.
-0.71%
-$180
Avantis International Small Cap Value ETF logo
AVDV Avantis International Small Cap Value ETF
-0.71%
-$646.28
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.71%
-$1,380.75
State Street SPDR Dow Jones REIT ETF logo
RWR State Street SPDR Dow Jones REIT ETF
-0.71%
-$13,396.52
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-0.7%
-$179
JPMorgan Equity Premium Income ETF logo
JEPI JPMorgan Equity Premium Income ETF
-0.7%
-$10,254.96
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.69%
-$1,019.64
Progyny Inc logo
PGNY Progyny Inc
-0.69%
-$3,700
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
-0.68%
-$87.22
iShares Gold Trust logo
IAU iShares Gold Trust
-0.68%
-$233.81
Federated Hermes Premier Municipal Income Fund logo
FMN Federated Hermes Premier Municipal Income Fund
-0.67%
-$136.29
S&P Global Inc. logo
SPGI S&P Global Inc.
-0.67%
-$183
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.67%
-$592.2
Eastman Chemical Co. logo
EMN Eastman Chemical Co.
-0.67%
-$561.66
Welltower Inc. logo
WELL Welltower Inc.
-0.67%
-$311.02
KLA Corporation logo
KLAC KLA Corporation
-0.67%
-$2,970
Essential Utilities Inc. logo
WTRG Essential Utilities Inc.
-0.67%
-$96.86
SITE Centers Corp. logo
SITC SITE Centers Corp.
-0.67%
-$0.1
Stem, Inc. logo
STEM Stem, Inc.
-0.66%
-$0.04
Alphabet Inc logo
GOOGL Alphabet Inc
-0.66%
-$1,588.98
Simon Property Group Inc. logo
SPG Simon Property Group Inc.
-0.66%
-$27.8
Sollensys Corp logo
SOLS Sollensys Corp
-0.65%
-$10.12
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$2.91
Kite Realty Group Trust logo
KRG Kite Realty Group Trust
-0.63%
-$270.94
Medtronic plc logo
MDT Medtronic plc
-0.63%
-$369.65
Nuveen AMT-Free Municipal Credit Income Fund logo
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.62%
-$138.18
Zimmer Biomet Holdings Inc. logo
ZBH Zimmer Biomet Holdings Inc.
-0.62%
-$34.44
Nuveen S&P 500 Dynamic Overwrite Fund logo
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.62%
-$530.26
InvenTrust Properties Corp. logo
IVT InvenTrust Properties Corp.
-0.61%
-$1,018.79
PT Telkom Indonesia (Persero) Tbk ADR logo
TLK PT Telkom Indonesia (Persero) Tbk ADR
-0.61%
-$1.5
Vanguard Morningstar Value ETF logo
VTV Vanguard Morningstar Value ETF
-0.61%
-$2.78
United Parcel Service, Inc. Class B Common Stock logo
UPS United Parcel Service, Inc. Class B Common Stock
-0.61%
-$86.18
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-0.61%
-$809.67
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
-0.6%
-$48
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.6%
-$565.5
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.6%
-$6,282
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.6%
-$257.69
FedEx Freight Holding Company, Inc. logo
FDXF FedEx Freight Holding Company, Inc.
-0.59%
-$33
Cherry Hill Mortgage Investment Corporation logo
CHMI Cherry Hill Mortgage Investment Corporation
-0.59%
-$18
iShares S&P 500 Value ETF logo
IVE iShares S&P 500 Value ETF
-0.59%
-$293.64
Schwab Fundamental U.S. Large Company ETF logo
FNDX Schwab Fundamental U.S. Large Company ETF
-0.58%
-$118.18
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$264.74
BlackRock Health Sciences Trust logo
BME BlackRock Health Sciences Trust
-0.57%
-$6.5
State Street SPDR Portfolio S&P 500 Value ETF logo
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.57%
-$2,132.33
The Progressive Corporation logo
PGR The Progressive Corporation
-0.56%
-$6.4
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$1,431.75
Dimensional International Core Equity Market ETF logo
DFAI Dimensional International Core Equity Market ETF
-0.56%
-$594.09
Toews Agility Shares Managed Risk ETF logo
MRSK Toews Agility Shares Managed Risk ETF
-0.55%
-$1,486.54
State Street SPDR S&P MidCap 400 ETF Trust logo
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.55%
-$327.6
Alphabet Inc logo
GOOG Alphabet Inc
-0.55%
-$12,650.25
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.54%
-$28.08
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.52%
-$1,952.63
Apple Inc. logo
AAPL Apple Inc.
-0.52%
-$81,860.1
Xenia Hotels & Resorts Inc. logo
XHR Xenia Hotels & Resorts Inc.
-0.51%
-$109.5
Vanguard Small-Cap Value ETF logo
VBR Vanguard Small-Cap Value ETF
-0.51%
-$1.23
Eaton Vance Tax-Managed Diversified Equity Income Fund logo
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.51%
-$170.59
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
-0.51%
-$259.74
Xtrackers MSCI EAFE Hedged Equity ETF logo
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.51%
-$55,688.32
Roku, Inc. Class A Common Stock logo
ROKU Roku, Inc. Class A Common Stock
-0.5%
-$8.85
Yum China Holdings, Inc. logo
YUMC Yum China Holdings, Inc.
-0.5%
-$26.55
Vanguard Morningstar Mid-Cap Value ETF logo
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.5%
-$47,422.2
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.49%
-$270
State Street SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$1.26
PayPal Holdings, Inc. logo
PYPL PayPal Holdings, Inc.
-0.49%
-$2.8
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
-0.48%
-$33,190.93
DraftKings Inc. Class A Common Stock logo
DKNG DraftKings Inc. Class A Common Stock
-0.48%
-$80.2
M&T Bank Corporation logo
MTB M&T Bank Corporation
-0.48%
-$1,614.38
Fidelity Enhanced Small Cap ETF logo
FESM Fidelity Enhanced Small Cap ETF
-0.48%
-$64.28
Vanguard Mid-Cap Index Fund ETF Shares logo
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.47%
-$100.1
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$303.44
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.46%
-$620.77
iShares U.S. Real Estate ETF logo
IYR iShares U.S. Real Estate ETF
-0.45%
-$2.23
Dimensional U.S. Targeted Value ETF logo
DFAT Dimensional U.S. Targeted Value ETF
-0.45%
-$95.79
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.45%
-$24,643.34
State Street SPDR S&P 500 ETF Trust logo
SPY State Street SPDR S&P 500 ETF Trust
-0.44%
-$686.75
Innovator International Developed Power Buffer ETF - January logo
IJAN Innovator International Developed Power Buffer ETF - January
-0.44%
-$1,994.97
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.44%
-$618.24
ARMOUR Residential REIT, Inc. logo
ARR ARMOUR Residential REIT, Inc.
-0.43%
-$5.5
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.43%
-$4,952.8
Comcast Corp. Class A Common Stock logo
CMCSA Comcast Corp. Class A Common Stock
-0.43%
-$674.9
Capital Group Global Growth Equity ETF logo
CGGO Capital Group Global Growth Equity ETF
-0.43%
-$18,794.08
CenterPoint Energy, Inc. logo
CNP CenterPoint Energy, Inc.
-0.42%
-$131.25
Dimensional US Marketwide Value ETF logo
DFUV Dimensional US Marketwide Value ETF
-0.41%
-$105.28
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$19.24
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.41%
-$239.4
State Street SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.4%
-$1.5
Vanguard FTSE Developed Markets ETF logo
VEA Vanguard FTSE Developed Markets ETF
-0.4%
-$43.45
Linde plc logo
LIN Linde plc
-0.39%
-$1,213.02
MasTec, Inc. logo
MTZ MasTec, Inc.
-0.39%
-$201
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.39%
-$5,760.82
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
-0.39%
-$48.45
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.38%
-$1,797.78
SPDR S&P 600 Small Cap Growth ETF logo
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.38%
-$8.2
IREN Ltd. logo
IREN IREN Ltd.
-0.37%
-$2.85
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$0.53
Vanguard Total Stock Market ETF logo
VTI Vanguard Total Stock Market ETF
-0.36%
-$40,439.56
WisdomTree International Equity Fund logo
DWM WisdomTree International Equity Fund
-0.35%
-$15,238.45
Waste Management Inc. logo
WM Waste Management Inc.
-0.35%
-$21
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.34%
-$1,136.16
Sony Group Corp. Sponsored ADR logo
SONY Sony Group Corp. Sponsored ADR
-0.34%
-$0.9
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$198,159.3
JPMorgan Hedged Equity Laddered Overlay ETF logo
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.34%
-$25,090.48
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
-0.34%
-$70.3
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
-0.33%
-$215.4
Invesco Water Resources ETF logo
PHO Invesco Water Resources ETF
-0.33%
-$209.15
Vanguard Long-Term Bond ETF logo
BLV Vanguard Long-Term Bond ETF
-0.32%
-$1.47
NextEra Energy Inc. logo
NEE NextEra Energy Inc.
-0.32%
-$82.16
Vanguard FTSE All-World ex-US Index Fund ETF Shares logo
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.32%
-$1,964.01
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
-0.31%
-$420.56
The Walt Disney Company logo
DIS The Walt Disney Company
-0.3%
-$1,831.61
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
-0.27%
-$375.06
State Street SPDR Portfolio S&P 500 Growth ETF logo
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$42.84
Digital Realty Trust Inc. logo
DLR Digital Realty Trust Inc.
-0.26%
-$58.96
VanEck Social Sentiment ETF logo
BUZZ VanEck Social Sentiment ETF
-0.25%
-$18.02
Vanguard Intermediate-Term Corporate Bond ETF logo
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.23%
-$152.07
FT Vest Laddered Buffer ETF logo
BUFR FT Vest Laddered Buffer ETF
-0.23%
-$1,270.15
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.22%
-$6,528.4
Global X Lithium & Battery Tech ETF logo
LIT Global X Lithium & Battery Tech ETF
-0.22%
-$13.5
Bank of New York Mellon Corp. logo
BNY Bank of New York Mellon Corp.
-0.21%
-$233.12
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.2%
-$70.56
Invesco S&P Global Water Index ETF logo
CGW Invesco S&P Global Water Index ETF
-0.2%
-$52
Vanguard Emerging Markets Government Bond ETF logo
VWOB Vanguard Emerging Markets Government Bond ETF
-0.19%
-$45.44
BNY Mellon Strategic Municipal Bond Fund, Inc. logo
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.19%
-$64.6
DXC Technology Company logo
DXC DXC Technology Company
-0.19%
-$0.39
JPMorgan International Bond Opportunities ETF logo
JPIB JPMorgan International Bond Opportunities ETF
-0.18%
-$824.16
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$305.8
Live Nation Entertainment, Inc. logo
LYV Live Nation Entertainment, Inc.
-0.18%
-$1.86
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.18%
-$4.1
Invesco Variable Rate Preferred ETF logo
VRP Invesco Variable Rate Preferred ETF
-0.17%
-$57.4
iShares J.P. Morgan USD Emerging Markets Bond ETF logo
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$12.6
Vanguard Mega Cap Growth ETF logo
MGK Vanguard Mega Cap Growth ETF
-0.16%
-$36.25
General Dynamics Corp. logo
GD General Dynamics Corp.
-0.16%
-$55.5
Vanguard Intermediate-Term Bond ETF logo
BIV Vanguard Intermediate-Term Bond ETF
-0.15%
-$467.59
Vanguard Total Bond Market ETF logo
BND Vanguard Total Bond Market ETF
-0.15%
-$17.05
Fidelity Total Bond ETF logo
FBND Fidelity Total Bond ETF
-0.15%
-$137.28
Vanguard Russell 1000 Growth ETF logo
VONG Vanguard Russell 1000 Growth ETF
-0.15%
-$124.02
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
-0.14%
-$2.56
Apple Hospitality REIT, Inc. logo
APLE Apple Hospitality REIT, Inc.
-0.14%
-$7.8
The AES Corporation logo
AES The AES Corporation
-0.13%
-$0.14
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$129.75
SPDR S&P China ETF logo
GXC SPDR S&P China ETF
-0.13%
-$12.6
Dimensional Short-Duration Fixed Income ETF logo
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$110
First Trust Preferred Securities and Income ETF logo
FPE First Trust Preferred Securities and Income ETF
-0.12%
-$16.48
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$38.94
HF Sinclair Corporation logo
DINO HF Sinclair Corporation
-0.11%
-$29.43
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-0.11%
-$78
JPMorgan Core Plus Bond ETF logo
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$2,380.78
Vanguard Mortgage-Backed Securities ETF logo
VMBS Vanguard Mortgage-Backed Securities ETF
-0.09%
-$0.4
F.N.B. Corporation logo
FNB F.N.B. Corporation
-0.08%
-$47.02
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
-0.08%
-$27.63
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
-0.07%
-$4
Eaton Corporation plc logo
ETN Eaton Corporation plc
-0.07%
-$67.5
Palantir Technologies Inc. Class A Common Stock logo
PLTR Palantir Technologies Inc. Class A Common Stock
-0.07%
-$303.94
Curbline Properties Corp. logo
CURB Curbline Properties Corp.
-0.07%
-$0.16
State Street SPDR Bloomberg High Yield Bond ETF logo
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.07%
-$5.4
OceanFirst Financial Corp. logo
OCFC OceanFirst Financial Corp.
-0.06%
-$0.37
Sandisk Corp. logo
SNDK Sandisk Corp.
-0.06%
-$9.88
GE HealthCare Technologies Inc. logo
GEHC GE HealthCare Technologies Inc.
-0.06%
-$3.4
iShares Core International Aggregate Bond ETF logo
IAGG iShares Core International Aggregate Bond ETF
-0.05%
-$1.18
Phillips 66 logo
PSX Phillips 66
-0.05%
-$32.24
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
-0.05%
-$0.53
GE Vernova Inc. logo
GEV GE Vernova Inc.
-0.04%
-$67.12
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund logo
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
-0.03%
-$0.01
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
-0.02%
-$8.2
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
2102
Longs Won
1371/2102 65%
Profit Factor
8.81
Profitability
Shorts Won
0/0 0%
Standard Deviation
$372,918.44
Average Win
$54,893.63
Best Trade
(Oct 20) $15.44M
Sharpe Ratio
-10.53
Average Loss
-$11,689.54
Worst Trade
(Mar 31) -$698,839.19
Z-Score
11.49 (100%)
Commissions
$0
Avg. Trade Length
1y 6m 3w
Expectancy
$31,738.4
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 20,000 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Alcoa Corporation logo
AA Alcoa Corporation
222 $6,771 $8,484.84 - $1,713.84 25.31%
-1.24%
American Airlines Group Inc. logo
AAL American Airlines Group Inc.
77 $812.35 $920.92 - $108.57 13.36%
-5.079%
Apple Inc. logo
AAPL Apple Inc.
45,493 $7.85M $15.76M - $7.91M 100.7%
-0.517%
AbbVie Inc. logo
ABBV AbbVie Inc.
2,493 $379,171.78 $712,349.82 - $333,178.04 87.87%
+0.193%
Arbor Realty Trust, Inc. logo
ABR Arbor Realty Trust, Inc.
1,600 $18,800 $4,520 - -$14,280 -75.96%
-4.561%
Abbott Laboratories logo
ABT Abbott Laboratories
398 $52,810.86 $41,105.44 - -$11,705.42 -22.16%
+0.751%
Adobe Inc. logo
ADBE Adobe Inc.
142 $54,528.26 $37,663.14 - -$16,865.12 -30.93%
-1.965%
Agree Realty Corp. logo
ADC Agree Realty Corp.
200 $15,438 $13,256 - -$2,182 -14.13%
-1.178%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
41 $11,245.17 $15,986.31 - $4,741.14 42.16%
+1.076%
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
4 $678.12 $696.12 - $18 2.65%
-1.204%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
550 $60,098.5 $70,831.03 - $10,732.53 17.86%
-1.421%
The AES Corporation logo
AES The AES Corporation
7 $86.94 $104.61 - $17.67 20.32%
-0.134%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
1,038 $102,680.29 $99,642.81 - -$3,037.48 -2.96%
-0.13%
Defiance AI & Power Infrastructure ETF logo
AIPO Defiance AI & Power Infrastructure ETF
18 $472.56 $434.16 - -$38.4 -8.13%
-1.026%
Astera Labs, Inc. logo
ALAB Astera Labs, Inc.
125 $13,700 $32,473.75 - $18,773.75 137.03%
+0.764%
Avalon Globocare Corp logo
ALBT Avalon Globocare Corp
5 $24 $1.09 - -$22.91 -95.46%
0.0
Applied Materials Inc. logo
AMAT Applied Materials Inc.
203 $29,925.54 $77,041.24 - $47,115.7 157.44%
+1.047%
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
213 $22,769.37 $110,135.91 - $87,366.54 383.7%
+1.799%
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
1,184 $362,007.21 $521,776.96 - $159,769.75 44.13%
-1.473%
Alerian MLP Index ETNs due January 28, 2044 logo
AMJB Alerian MLP Index ETNs due January 28, 2044
93,326 $2.73M $3.3M - $562,023.99 20.56%
+1.684%
No 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
FAQ
Which stocks have generated the highest profits for Leanne Menzel?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $3.63M, PGIM Ultra Short Bond ETF - $936,086.81, Vanguard Total Stock Market ETF - $796,579.35, Vanguard Morningstar Mid-Cap Value ETF - $762,399.52, and Merck & Co., Inc - $661,734.28. 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: iShares MSCI Emerging Markets ETF - $1.01M, iShares Core MSCI Emerging Markets ETF - $476,927.27, Apple Inc - $283,613.24, Intel Corporation - $265,601.91, and Amazon.com Inc - $257,144.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leanne Menzel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.02M earned over time. The largest contributors to dividend income include iShares Core S&P Total U.S. Stock Market ETF - $2.53M, PGIM Ultra Short Bond ETF - $917,788.3, Vanguard Morningstar Mid-Cap Value ETF - $691,920.24, Vanguard Total Stock Market ETF - $487,015.68, and WisdomTree International Equity Fund - $483,090.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leanne Menzel's monthly returns?
Leanne Menzel'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 Leanne Menzel's strategy be considered aggressive or moderate?
Leanne Menzel'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 Leanne Menzel's strategy?
Leanne Menzel's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
Account USV