WBC
William Bradley Clayton Portfolio
Invests via Sagespring Wealth Partners LLC | Managed by William Bradley Clayton
Invests via Sagespring Wealth Partners LLC
Managed by William Bradley Clayton
Automatically Tracked
Veteran private-equity investor and operator focused on middle-market technology and industrial services, William Bradley Clayton brings experience in deal sourcing, portfolio operational improvement and capital structuring. Previously led growth initiatives and served on multiple boards; known for driving M&A integration, margin expansion and scalable commercial strategies. Active in governance and limited partner relations.
Veteran private-equity investor and operator focused on middle-market technology and industrial services, William Bradley Clayton brings experience in deal sourcing, portfolio operational improvement and capital structuring. Previously led growth initiatives and served on multiple boards; known for driving M&A integration, margin expansion and scalable commercial strategies. Active in governance and limited partner relations.
Investment Philosophy & Strategy
Focuses on control-oriented private equity investments in middle-market technology and industrial services, emphasizing operational value creation over financial engineering. Targets companies with defensible niches and clear scaling pathways, deploying buy-and-build M&A, margin expansion playbooks and disciplined capital structures. Investment horizon is multi-year, centered on hands-on governance, management incentivization and measurable EBITDA improvement. Risk is managed through conservative leverage, phased earn-outs and active portfolio monitoring. Competitive edge is operator-led execution—rapid integration, commercial scaling and repeatable operational playbooks that convert growth into cash flow.
Focuses on control-oriented private equity investments in middle-market technology and industrial services, emphasizing operational value creation over financial engineering. Targets companies with defensible niches and clear scaling pathways, deploying buy-and-build M&A, margin expansion playbooks and disciplined capital structures. Investment horizon is multi-year, centered on hands-on governance, management incentivization and measurable EBITDA improvement. Risk is managed through conservative leverage, phased earn-outs and active portfolio monitoring. Competitive edge is operator-led execution—rapid integration, commercial scaling and repeatable operational playbooks that convert growth into cash flow.
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:
16.27%
Gain +0.34%
Monthly
0.76%
Yearly
9.47%
Drawdown
7.43%
$6.23B
Equity
Holdings
$6.23B
Investment
$5.06B
$1.48B
Profit +$24.47M
Realized
$302.3M
Unrealized
$1.17B
Dividends
$411.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$24.47M
Win %
74%
This Week
Compared To Last Week
Gain
0.39%
Profit
$24.47M
Win %
74%
This Month
Compared to last month
Gain
2.11%
Profit
$128.53M
Win %
74%
This Year
Compared to last year
Gain
13.74%
Profit
$752.62M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$5.01M 
DXCM DexCom, Inc.
+11.95%
+$75,334.05 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$62,175.09 
ETN Eaton Corporation plc
+7.32%
+$549,723.58 
GOOG Alphabet Inc
+6.88%
+$1.31M 
GOOGL Alphabet Inc
+6.73%
+$1.82M 
VRT Vertiv Holdings Co
+6.18%
+$41,675.37 
ANET Arista Networks, Inc.
+5.46%
+$108,582.61 
FSLY Fastly, Inc.
+5.15%
+$9,453.87 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$57,942.03 
FTNT Fortinet Inc.
+4.99%
+$78,062.6 
CBOE Cboe Global Markets Inc.
+4.62%
+$18,426.27 
APO Apollo Global Management, Inc.
+4.44%
+$25,049.94 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$12,465.16 
SNPS Synopsys, Inc.
+4.41%
+$33,632.25 
FTAI FTAI Aviation Ltd.
+4.3%
+$12,792.5 
LPLA LPL Financial Holdings Inc.
+4.28%
+$16,898.39 
FTI TechnipFMC plc
+3.98%
+$11,047.68 
YUMC Yum China Holdings Inc.
+3.68%
+$8,823.6 
FFIV F5 Inc.
+3.56%
+$11,208.03 
FERG Ferguson Enterprises Inc
+3.52%
+$19,749.66 
TWLO Twilio Inc.
+3.36%
+$14,518.67 
TT Trane Technologies plc
+3.33%
+$109,687.66 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$12,957.39 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$24,581.45 
META Meta Platforms Inc Class A
+3.28%
+$541,096.12 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$29,365.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$74,966.88 
ALTO Alto Ingredients Inc.
+3.03%
+$3,500 
MSFT Microsoft Corp.
+3.02%
+$1.63M 
LITE Lumentum Holdings Inc.
+2.99%
+$6,789.6 
NVDA NVIDIA Corporation
+2.93%
+$1.76M 
AIRO AIRO Group Holdings, Inc.
+2.9%
+$1,954.91 
LDOS Leidos Holdings Inc.
+2.84%
+$6,695.81 
APA APA Corporation
+2.73%
+$9,260.46 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$9,498.95 
EVR Evercore Inc.
+2.46%
+$7,320.88 
CVX Chevron Corporation
+2.35%
+$221,159.08 
MRVL Marvell Technology, Inc.
+2.32%
+$36,844.74 
ORLY O'Reilly Automotive Inc.
+2.28%
+$29,871.89 
CNC Centene Corporation
+2.27%
+$9,396.42 
BP BP p.l.c. Sponsored ADR
+2.26%
+$15,638 
FAST Fastenal Co.
+2.25%
+$16,951.2 
GLW Corning Incorporated
+2.24%
+$48,113.37 
WDC Western Digital Corporation
+2.21%
+$47,554.21 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$11,293.04 
EOG EOG Resources, Inc.
+2.19%
+$16,459.73 
DVN Devon Energy Corporation
+2.17%
+$9,300.48 
CDNS Cadence Design Systems, Inc.
+2.16%
+$29,455.11 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$15,565.34 
CSCO Cisco Systems, Inc.
+2.14%
+$145,350.45 
LNG Cheniere Energy Inc.
+2.13%
+$8,044.62 
JBL Jabil Inc.
+2.12%
+$11,159.77 
PSA Public Storage Common Stock
+2.12%
+$11,491.2 
HII Huntington Ingalls Industries Inc.
+2.05%
+$3,779.36 
KEYS Keysight Technologies, Inc.
+2.04%
+$19,406.39 
OXY Occidental Petroleum Corporation
+2%
+$13,978.72 
GWW W.W. Grainger, Inc.
+1.97%
+$21,303.79 
OKE ONEOK, Inc.
+1.95%
+$12,700.26 
JCI Johnson Controls International plc
+1.93%
+$63,648.1 
HAL Halliburton Company
+1.93%
+$8,713.85 
ROK Rockwell Automation, Inc.
+1.93%
+$11,537.01 
LHX L3Harris Technologies, Inc.
+1.9%
+$20,242.71 
PANW Palo Alto Networks, Inc.
+1.89%
+$41,949.15 
FIX Comfort Systems USA, Inc.
+1.88%
+$11,370.44 
TSCO Tractor Supply Company
+1.85%
+$6,698.16 
CRM Salesforce Inc
+1.83%
+$56,246.73 
ORCL Oracle Corporation
+1.81%
+$50,718.36 
HWM Howmet Aerospace Inc.
+1.8%
+$27,907.98 
ADT ADT Inc.
+1.73%
+$1,419.21 
VTR Ventas Inc.
+1.73%
+$5,609.52 
HCA HCA Healthcare Inc.
+1.72%
+$72,691.89 
CINF Cincinnati Financial Corporation
+1.69%
+$4,649.18 
ZTS Zoetis Inc.
+1.66%
+$8,793.55 
FLEX Flex Ltd.
+1.64%
+$8,287.36 
KMI Kinder Morgan, Inc.
+1.64%
+$14,662.96 
SHEL Shell plc
+1.62%
+$23,999.22 
HPE Hewlett Packard Enterprise Company
+1.61%
+$9,765.24 
ACN Accenture plc Class A
+1.61%
+$16,608.51 
FANG Diamondback Energy Inc
+1.59%
+$22,520.76 
BSX Boston Scientific Corporation
+1.59%
+$9,430.14 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,335.24 
ITT Itt Inc.
+1.54%
+$4,621.98 
VZ Verizon Communications Inc.
+1.52%
+$66,509.1 
SAP SAP SE Sponsored ADR
+1.51%
+$8,184.38 
LMT Lockheed Martin Corporation
+1.5%
+$18,942.85 
CVNA Carvana Co.
+1.5%
+$4,830 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$3,907.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$554,012.16 
NOC Northrop Grumman Corporation
+1.43%
+$23,500.4 
PH Parker-Hannifin Corporation
+1.43%
+$35,518.03 
PWR Quanta Services Inc.
+1.43%
+$15,739.66 
GE General Electric Company
+1.42%
+$75,495.24 
WDAY Workday Inc.
+1.41%
+$5,508.1 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,512.04 
SLB Schlumberger Limited
+1.39%
+$12,452.16 
KLAC KLA Corporation
+1.38%
+$50,397.8 
PWRD TCW Transform Systems ETF
+1.38%
+$3.1M 
CIEN Ciena Corporation
+1.34%
+$7,609.41 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$17,101.44 
CAH Cardinal Health Inc.
+1.3%
+$6,553.42 
CGUS Capital Group Core Equity ETF
+1.29%
+$159,651.87 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$4,038.72 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$12,063.8 
WWD Woodward Inc.
+1.25%
+$3,213.93 
CMCSA Comcast Corp
+1.23%
+$21,776.1 
EGGY NestYield Dynamic Income ETF
+1.22%
+$3,202.68 
COP ConocoPhillips
+1.22%
+$22,750.52 
VRSN Verisign Inc.
+1.2%
+$4,124.56 
WFC Wells Fargo & Company
+1.19%
+$51,614.04 
BN Brookfield Corporation
+1.19%
+$4,350.51 
AMAT Applied Materials, Inc.
+1.18%
+$64,369.22 
RMD ResMed Inc.
+1.16%
+$5,331.26 
IOO iShares Global 100 ETF
+1.15%
+$13,871.76 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$3.84M 
ITW Illinois Tool Works Inc.
+1.15%
+$19,077.5 
MSI Motorola Solutions, Inc.
+1.14%
+$49,477.38 
TNL Travel + Leisure Co.
+1.13%
+$3,870.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$9,966.64 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$12,730 
VUG Vanguard Growth ETF
+1.1%
+$36,677.34 
EQT EQT Corporation
+1.1%
+$2,769.5 
VMI Valmont Industries, Inc.
+1.07%
+$4,514.85 
NOW ServiceNow, Inc.
+1.05%
+$14,307.44 
CW Curtiss-Wright Corporation
+1.02%
+$4,793.04 
ADBE Adobe Inc.
+1.01%
+$10,961.21 
XLE Energy Select Sector SPDR Fund
+1%
+$8,670.05 
DOCU DocuSign Inc.
+0.99%
+$3,265.38 
URI United Rentals, Inc.
+0.99%
+$10,204.81 
BKR Baker Hughes Company
+0.98%
+$9,049.42 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,699.82 
ADP Automatic Data Processing Inc.
+0.98%
+$16,285.86 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,053.44 
TTE TotalEnergies SE
+0.95%
+$10,683.77 
OEF iShares S&P 100 ETF
+0.95%
+$136,413.53 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,135.14 
QDVO Amplify CWP Growth & Income ETF
+0.94%
+$23,989.5 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$5,337.86 
UNP Union Pacific Corporation
+0.92%
+$39,505.47 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$7,129.92 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$2,691.52 
WMB The Williams Companies, Inc.
+0.89%
+$17,032.05 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$7,067.52 
SCHW Charles Schwab Corporation
+0.87%
+$16,810.43 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$4,395.69 
PCTY Paylocity Holding Corporation
+0.87%
+$2,659.12 
JAVA JPMorgan Active Value ETF
+0.87%
+$3.34M 
IBM International Business Machines Corporation
+0.86%
+$56,818.09 
CNQ Canadian Natural Resources Limited
+0.85%
+$4,440 
GEV GE Vernova Inc.
+0.85%
+$47,873.91 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.84%
+$20,321.89 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,074.34 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$774,171.11 
SU Suncor Energy Inc.
+0.82%
+$3,497.45 
MCD McDonald's Corporation
+0.82%
+$53,823.24 
THC Tenet Healthcare Corporation
+0.81%
+$4,100 
ESS Essex Property Trust, Inc.
+0.81%
+$2,293.7 
BIBL Inspire 100 ETF
+0.8%
+$1,842.98 
EMR Emerson Electric Co.
+0.79%
+$12,086.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3.32M 
AEE Ameren Corporation
+0.79%
+$2,237.72 
SHLD Global X Defense Tech ETF
+0.77%
+$2,468.64 
TSLA Tesla, Inc.
+0.76%
+$89,098.68 
NHI National Health Investors, Inc.
+0.76%
+$4,717.72 
MPC Marathon Petroleum Corporation
+0.76%
+$65,230.62 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$143,272.2 
TRGP Targa Resources Corp.
+0.76%
+$4,315.78 
FHN First Horizon Corporation
+0.75%
+$1,984.74 
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$8,798.81 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$2,499.66 
STT State Street Corp
+0.73%
+$7,073.81 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$272,223.5 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$37,332.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$2.28M 
AME Ametek Inc.
+0.71%
+$5,346.55 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$35,232.24 
CAT Caterpillar Inc.
+0.7%
+$103,477.32 
ROP Roper Technologies Inc.
+0.7%
+$5,475.36 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,406.15 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,493.29 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$15,999.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.78M 
CARR Carrier Global Corporation
+0.68%
+$4,209.24 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$11,097.89 
PLTR Palantir Technologies Inc.
+0.65%
+$23,813.54 
CGGR Capital Group Growth ETF
+0.65%
+$62,517.33 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$473,694.72 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$224,204.67 
IWB iShares Russell 1000 ETF
+0.64%
+$6,741.57 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1.94M 
CGDV Capital Group Dividend Value ETF
+0.63%
+$32,620.37 
SYY Sysco Corporation
+0.63%
+$3,715.83 
IVVB iShares Large Cap Deep Buffer ETF
+0.62%
+$3,521.7 
EXPE Expedia Group, Inc.
+0.62%
+$5,008.27 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$20,579.8 
JGRO JPMorgan Active Growth ETF
+0.61%
+$42,565.04 
OZK Bank OZK
+0.61%
+$1,603.01 
TER Teradyne, Inc.
+0.6%
+$4,606.82 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$2,227.75 
ET Energy Transfer L.P.
+0.59%
+$3,067.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$134,823.8 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$1,627.52 
RJF Raymond James Financial Inc.
+0.58%
+$1,751.34 
MO Altria Group, Inc.
+0.57%
+$29,853.72 
DDSQ Innovator Equity Dual Directional 5 Buffer ETF™ — Quarterly
+0.57%
+$6,303.93 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,897.96 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$2,042.12 
BBD Banco Bradesco S.A. ADR
+0.56%
+$362.88 
APH Amphenol Corporation
+0.55%
+$18,637.31 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$1,435.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,618.56 
EALT Bear Family of Funds, Inc.
+0.53%
+$2,206.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$39,135.62 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.53%
+$569.5 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,371.05 
EXC Exelon Corporation
+0.53%
+$3,027.84 
STX Seagate Technology Holdings plc
+0.52%
+$10,995.97 
GM General Motors Company
+0.52%
+$7,505.36 
PSX Phillips 66
+0.51%
+$6,946.43 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$9,188.8 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$2,395.14 
EMOP AB Emerging Markets Opportunities ETF
+0.49%
+$648,621.6 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$8,494.49 
FQAL Fidelity Quality Factor ETF
+0.48%
+$44,667.48 
HON Honeywell International Inc.
+0.47%
+$3,836.68 
AXON Axon Enterprise, Inc.
+0.47%
+$1,345.63 
VALE Vale S.A.
+0.47%
+$1,261.19 
FBK FB Financial Corp
+0.47%
+$1,631.01 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$9,232.36 
BMO Bank of Montreal
+0.47%
+$2,012.75 
NSC Norfolk Southern Corporation
+0.46%
+$14,635.29 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$1,151.33 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,290.07 
IYW iShares U.S. Technology ETF
+0.46%
+$112,074.16 
KKR KKR & Co. Inc.
+0.45%
+$3,435.75 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
+0.44%
+$1,162.17 
SNY Sanofi American Depositary Receipt
+0.44%
+$914.1 
IWD iShares Russell 1000 Value ETF
+0.44%
+$62,128.92 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$15,132.6 
DDTD Innovator Equity Dual Directional 10 Buffer ETF - December
+0.44%
+$4,729.32 
PAYX Paychex Inc.
+0.44%
+$5,068.89 
BIDD iShares International Dividend Active ETF
+0.43%
+$1,532.32 
EBAY eBay Inc.
+0.43%
+$4,611.41 
CSX CSX Corporation
+0.42%
+$4,569.6 
RKLB Rocket Lab Corporation
+0.42%
+$1,209.87 
GAM General American Investors Company, Inc.
+0.42%
+$1,729.89 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$64,002.19 
CASY Casey's General Stores Inc.
+0.4%
+$2,957.5 
PFE Pfizer Inc.
+0.4%
+$7,805.2 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
+0.4%
+$1,325.14 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,920.32 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$4,918.2 
RTX RTX Corporation
+0.39%
+$42,156.24 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$1,426.07 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$2,968.5 
GOCT FT Vest US Equity Moderate Fund
+0.38%
+$17,285.12 
VLO Valero Energy Corporation
+0.38%
+$5,771.5 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$3,503.22 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$900.92 
CGGE Capital Group Global Equity ETF
+0.37%
+$6,787.95 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$3,198 
AVGO Broadcom Inc.
+0.37%
+$128,813.76 
PG Procter & Gamble Co
+0.37%
+$17,327.82 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$50,930.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$839.84 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,004.07 
TDG TransDigm Group Inc.
+0.36%
+$1,671.77 
BAC Bank of America Corporation
+0.36%
+$24,541.66 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,900.44 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$3,461.06 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$1,067.84 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$826.2 
ZION Zions Bancorporation, National Association
+0.35%
+$945.12 
SNA Snap-on Inc.
+0.33%
+$1,485.13 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,220.63 
NBB Nuveen Taxable Municipal Income Fund
+0.33%
+$1,931.4 
RF Regions Financial Corporation
+0.32%
+$3,338.8 
AZO AutoZone Inc.
+0.32%
+$1,945.67 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$1,182.08 
GD General Dynamics Corporation
+0.32%
+$5,780.36 
MRK Merck & Co., Inc.
+0.32%
+$27,189.81 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.32%
+$767.11 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$1,149.96 
DMAR FT Vest US Equity Deep Buffer Fund
+0.31%
+$3,251.06 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$1,753.57 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$4,166.14 
GMAR FT Vest US Equity Moderate B Fund
+0.3%
+$1,022.11 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$766.38 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$2,455.51 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$4,913.54 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$4,244.32 
DOV Dover Corporation
+0.27%
+$1,559.61 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$54,261.7 
DMAX iShares Large Cap Max Buffer December Fund
+0.27%
+$1,264.42 
JPM JPMorgan Chase & Co.
+0.27%
+$69,651.18 
VT Vanguard Total World Stock ETF
+0.26%
+$10,040.08 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$218.62 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$1,287.22 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,889.23 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$5,257.56 
NRG NRG Energy, Inc.
+0.24%
+$735.34 
WCC Wesco International Inc.
+0.24%
+$761.76 
CM Canadian Imperial Bank of Commerce
+0.24%
+$1,033.76 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.24%
+$758.7 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
+0.23%
+$2,365.41 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,444.81 
ALLE Allegion plc
+0.22%
+$917.64 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$1,127.4 
CME CME Group Inc.
+0.21%
+$14,239.42 
SO The Southern Company
+0.21%
+$10,147.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,755.22 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
JNJ Johnson & Johnson
+0.21%
+$25,262.98 
ADI Analog Devices, Inc.
+0.2%
+$11,413.61 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$4,488.51 
CMI Cummins Inc.
+0.19%
+$6,455.18 
URTH iShares MSCI World ETF
+0.19%
+$1,263.99 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$849.78 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$28,860.72 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$1,845.17 
INTU Intuit Inc.
+0.18%
+$2,317.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,721.3 
USB U.S. Bancorp
+0.17%
+$4,242.41 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$3,278.16 
T AT&T Inc.
+0.17%
+$5,001.4 
MS Morgan Stanley
+0.17%
+$8,056.84 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,428.73 
VICI Vici Properties Inc.
+0.15%
+$453.32 
CB Chubb Limited
+0.15%
+$6,255.06 
ABLD Aba Fcf Real Asset Laddered ETF
+0.14%
+$81,654.43 
CCL Carnival Corporation Ltd.
+0.14%
+$2,247.6 
DELL Dell Technologies Inc.
+0.14%
+$2,653.28 
TD The Toronto-Dominion Bank
+0.13%
+$1,196.8 
EA Electronic Arts Inc.
+0.13%
+$570.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$449.4 
DTE DTE Energy Company
+0.12%
+$547.74 
MMM 3M Company
+0.12%
+$1,426.9 
PBFB PGIM U.S. Large-Cap Buffer ETF February
+0.11%
+$242.71 
BDX Becton, Dickinson and Company
+0.1%
+$1,107.55 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,263.2 
C Citigroup Inc.
+0.1%
+$4,045.42 
NUE Nucor Corporation
+0.1%
+$1,012.25 
WM Waste Management, Inc.
+0.1%
+$1,527.02 
AFL Aflac Inc.
+0.09%
+$813.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$21,885.57 
WMT Walmart Inc.
+0.09%
+$17,924.36 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$219.62 
ABT Abbott Laboratories
+0.09%
+$2,340.18 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$371.34 
SOXX iShares Semiconductor ETF
+0.07%
+$269.65 
IYG iShares U.S. Financial Services ETF
+0.06%
+$53,766.18 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$1,139.85 
AEP American Electric Power Company, Inc.
+0.06%
+$852.18 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,557.6 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$247.34 
BPOP Popular Inc.
+0.05%
+$127.78 
USFD US Foods Holding Corp
+0.04%
+$216.76 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$198.57 
HDV iShares Core High Dividend ETF
+0.04%
+$958.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$988.02 
BRX Brixmor Property Group Inc.
+0.03%
+$95.54 
DIS The Walt Disney Company
+0.03%
+$533.58 
NBSD Neuberger Berman Short Duration Income ETF
+0.03%
+$170.35 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$214.49 
SHV iShares Short Treasury Bond ETF
+0.03%
+$127.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$2,665.48 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$45.76 
CLOA iShares AAA CLO ETF
+0.02%
+$49.76 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$1,818.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$342.6 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$55.91 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$39.38 
ILMN Illumina, Inc.
+0.01%
+$17.54 
E Eni S.p.A. Sponsored ADR
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
NFLT Virtus Newfleet Multi-Sector Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
ABFL Abacus FCF Leaders ETF
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 APOC
APOC
0%
$0 QCOC
QCOC
0%
$0 ZFEB
ZFEB
0%
$0 GABR
GABRT
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$46,741.07 
CTVA Corteva Inc.
-11.9%
-$132,736.81 
COIN Coinbase Global, Inc.
-10.59%
-$33,444.94 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$56,502.67 
AAPL Apple Inc.
-7.35%
-$5.82M 
NXPI NXP Semiconductors N.V.
-6.53%
-$125,360 
SYK Stryker Corporation
-6.42%
-$86,388.78 
LIN Linde plc
-5.95%
-$188,973.76 
MU Micron Technology, Inc.
-5.9%
-$725,658.82 
SNDK SanDisk Corporation
-5.09%
-$75,615.93 
SPOT Spotify Technology S.A.
-4.34%
-$12,876.55 
SHOP Shopify Inc.
-4.29%
-$45,192 
NAKA Kindly MD, Inc.
-4.04%
-$394.57 
WPM Wheaton Precious Metals Corp.
-3.84%
-$9,091.5 
AU AngloGold Ashanti plc
-3.66%
-$16,868.04 
AEM Agnico Eagle Mines Limited
-3.63%
-$86,627.84 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$26,898.3 
RELX Relx PLC Sponsored ADR
-3.25%
-$8,274.07 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$10,104.04 
ES Eversource Energy
-3.05%
-$10,908 
CI The Cigna Group
-2.99%
-$23,281.47 
FETH Fidelity Ethereum Fund
-2.98%
-$8,103.69 
PBA Pembina Pipeline Corporation
-2.97%
-$6,883.5 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$5,832.75 
IBIT iShares Bitcoin Trust
-2.89%
-$12,272.68 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$18,482.82 
INSM Insmed Inc.
-2.85%
-$7,990.85 
AYI Acuity Brands Inc.
-2.8%
-$9,488.38 
IBKR Interactive Brokers Group Inc.
-2.75%
-$15,560.01 
MLM Martin Marietta Materials, Inc.
-2.75%
-$13,775.21 
AJG Arthur J. Gallagher & Co.
-2.75%
-$17,297.26 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$8,104.33 
VRSK Verisk Analytics Inc.
-2.75%
-$9,014.5 
EQIX Equinix, Inc.
-2.7%
-$27,967.5 
FIS Fidelity National Information Services, Inc.
-2.67%
-$20,468.43 
QCOM QUALCOMM Incorporated
-2.63%
-$40,231.27 
ON ON Semiconductor Corporation
-2.54%
-$7,785.15 
ABBV AbbVie Inc.
-2.51%
-$244,993.02 
ICE Intercontinental Exchange, Inc.
-2.42%
-$37,354.24 
DLR Digital Realty Trust, Inc.
-2.42%
-$15,826.63 
BIIB Biogen Inc.
-2.4%
-$9,526.72 
HLN Haleon Plc - ADR
-2.37%
-$3,581.28 
YUM Yum! Brands, Inc.
-2.37%
-$20,084.28 
BA Boeing Company
-2.15%
-$52,202.81 
NEM Newmont Corporation
-2.14%
-$36,188.65 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$6,309.36 
SLV iShares Silver Trust
-2.13%
-$4,727.58 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$9,154.09 
CPAY Corpay, Inc.
-2.05%
-$5,807.26 
KHC The Kraft Heinz Company
-2.01%
-$5,395.93 
DKS Dick's Sporting Goods, Inc.
-2%
-$4,676 
WSM Williams-Sonoma, Inc.
-2%
-$15,461.91 
NFLX Netflix, Inc.
-2%
-$80,612.44 
EFX Equifax Inc.
-1.99%
-$6,777.81 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$14,816.25 
AWK American Water Works Company, Inc.
-1.93%
-$5,926.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$231,601.1 
CRUS Cirrus Logic, Inc.
-1.9%
-$5,366.36 
RBC RBC Bearings Incorporated
-1.89%
-$4,045.39 
IRM Iron Mountain Inc.
-1.86%
-$8,551.52 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$8,158.57 
UAL United Airlines Holdings, Inc.
-1.8%
-$9,006.97 
SYF Synchrony Financial
-1.79%
-$9,465.42 
BBY Best Buy Co., Inc.
-1.78%
-$18,791.76 
CBRE CBRE Group Inc.
-1.77%
-$12,521.3 
APD Air Products and Chemicals, Inc.
-1.77%
-$37,143.45 
PHM PulteGroup Inc.
-1.76%
-$9,343.36 
DHI D.R. Horton, Inc.
-1.7%
-$12,841.54 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$22,843.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$66,861.08 
ADM Archer-Daniels-Midland Co
-1.66%
-$15,414.02 
AON Aon plc
-1.64%
-$12,894.88 
BHP BHP Group Ltd.
-1.64%
-$22,493.73 
DRI Darden Restaurants, Inc.
-1.64%
-$32,049.06 
SQ Block, Inc.
-1.64%
-$8,729.1 
SNOW Snowflake Inc.
-1.62%
-$15,207.13 
LRCX Lam Research Corporation
-1.58%
-$69,959.66 
NET Cloudflare Inc.
-1.56%
-$16,718.31 
CPRT Copart Inc.
-1.52%
-$12,734.55 
OUNZ VanEck Merk Gold Trust
-1.52%
-$5,855.4 
CLVT Clarivate Plc
-1.49%
-$373.98 
GLD SPDR Gold Shares
-1.49%
-$11,476.02 
IAUM iShares Gold Trust Micro
-1.46%
-$3,467.4 
IAU iShares Gold Trust
-1.46%
-$447,243.83 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$7,115.99 
NVS Novartis AG Sponsored ADR
-1.45%
-$25,561.09 
RL Ralph Lauren Corporation
-1.44%
-$6,037.88 
KDP Keurig Dr Pepper Inc.
-1.43%
-$3,824.55 
NI NiSource Inc.
-1.42%
-$3,287.68 
NKE Nike, Inc. - Class B
-1.37%
-$4,550.68 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44,229.12 
PPG PPG Industries Inc.
-1.35%
-$12,095.09 
CLH Clean Harbors Inc.
-1.35%
-$4,432.25 
DD DuPont de Nemours, Inc.
-1.32%
-$4,028.63 
MNST Monster Beverage Corporation
-1.3%
-$15,363.19 
DAL Delta Air Lines, Inc.
-1.3%
-$13,588.4 
TM Toyota Motor Corporation
-1.28%
-$8,942.06 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$5,181.76 
FCX Freeport-McMoRan Inc.
-1.28%
-$16,941.96 
GRMN Garmin Ltd.
-1.27%
-$7,181.83 
NYT New York Times Co.
-1.24%
-$2,317.1 
HSY The Hershey Company
-1.23%
-$3,154.46 
MDLZ Mondelez International, Inc.
-1.22%
-$8,989 
UBS UBS Group AG
-1.22%
-$9,776 
STE STERIS plc
-1.22%
-$11,762.74 
F Ford Motor Company
-1.21%
-$12,875.58 
TJX The TJX Companies, Inc.
-1.21%
-$106,060.25 
IQV IQVIA Holdings Inc.
-1.17%
-$17,007.71 
SHW The Sherwin-Williams Company
-1.16%
-$16,299.11 
SRE Sempra
-1.15%
-$7,414.97 
NEE NextEra Energy, Inc.
-1.15%
-$46,069.13 
WRB W.R. Berkley Corporation
-1.15%
-$5,742.24 
DE Deere & Company
-1.13%
-$34,387.55 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$7,980.36 
RCL Royal Caribbean Group
-1.13%
-$30,463.24 
VTRS Viatris Inc.
-1.13%
-$3,286.8 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$3,724.47 
PKG Packaging Corporation of America
-1.12%
-$3,211.29 
IR Ingersoll Rand Inc.
-1.11%
-$3,461.08 
TXN Texas Instruments Inc
-1.08%
-$39,770.64 
LOW Lowe's Companies Inc.
-1.08%
-$25,392.24 
PLD Prologis Inc.
-1.08%
-$22,848.38 
MCK McKesson Corporation
-1.08%
-$12,395.61 
DLTR Dollar Tree, Inc.
-1.06%
-$2,760.82 
AN AutoNation Inc.
-1.05%
-$9,501.75 
CTAS Cintas Corporation
-1.04%
-$7,089.09 
CRH CRH plc
-1.03%
-$5,611.31 
INTC Intel Corporation
-1.02%
-$32,911.77 
NDAQ Nasdaq, Inc.
-1.02%
-$5,422.3 
KO The Coca-Cola Company
-1.02%
-$67,618.8 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$6,399.39 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$2,917.08 
FOXA Fox Corporation
-1%
-$4,359.51 
BURL Burlington Stores Inc.
-1%
-$4,377.79 
UPS United Parcel Service, Inc.
-1%
-$16,708.65 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$17,127.5 
ROL Rollins, Inc.
-0.99%
-$1,500.62 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$2,108.89 
PPL PPL Corporation
-0.98%
-$3,774.05 
VMC Vulcan Materials Company
-0.98%
-$5,096.99 
EW Edwards Lifesciences Corporation
-0.98%
-$9,776.7 
XOM Exxon Mobil Corporation
-0.97%
-$104,194.53 
SOFI SoFi Technologies, Inc.
-0.97%
-$1,896.16 
TRP TC Energy Corporation
-0.97%
-$3,532.96 
MET MetLife Inc.
-0.97%
-$7,307.56 
MCHP Microchip Technology Incorporated
-0.96%
-$4,436.65 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$16,716.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$11,258.46 
ALGT Allegiant Travel Company
-0.94%
-$2,537.04 
FIVE Five Below, Inc.
-0.93%
-$2,439.84 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$75,058.88 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$1,762.56 
IGRO iShares International Dividend Growth ETF
-0.91%
-$6,127.8 
DB Deutsche Bank AG
-0.89%
-$3,797.63 
MAS Masco Corporation
-0.87%
-$2,341.08 
PGR Progressive Corporation
-0.87%
-$10,389.96 
O Realty Income Corporation
-0.87%
-$23,447.76 
ATO Atmos Energy Corporation
-0.85%
-$2,689.14 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.83%
-$2,271.37 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$558,402.38 
FE FirstEnergy Corp.
-0.82%
-$2,820.4 
GILD Gilead Sciences Inc.
-0.81%
-$25,751.45 
PCAR PACCAR Inc.
-0.81%
-$9,548.28 
MCO Moody's Corporation
-0.81%
-$7,604.82 
D Dominion Energy, Inc.
-0.8%
-$8,472.8 
KMB Kimberly-Clark Corporation
-0.8%
-$2,790.48 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$5,140.27 
WAT Waters Corporation
-0.79%
-$2,741.82 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$1,851.3 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$2,017.98 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$4,077.38 
PYPL PayPal Holdings Inc
-0.76%
-$4,437.84 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$58,955.49 
ULTA Ulta Beauty Inc.
-0.76%
-$2,441.37 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$8,210.82 
CVS CVS Health Corporation
-0.75%
-$12,415.64 
WWJD Inspire International ETF
-0.75%
-$2,319.9 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$2,294.95 
SPGI S&P Global Inc.
-0.74%
-$15,853.53 
ED Consolidated Edison, Inc.
-0.74%
-$6,100.92 
MA Mastercard Incorporated
-0.74%
-$45,343.29 
INTF iShares International Equity Factor ETF
-0.73%
-$47,854.7 
GSK GSK plc Sponsored ADR
-0.73%
-$3,810.64 
BLK BlackRock, Inc.
-0.73%
-$17,587.9 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$87,343.08 
BCS Barclays PLC Sponsored ADR
-0.72%
-$4,946.2 
GAB Gabelli Equity Trust Inc.
-0.71%
-$550.28 
MAR Marriott International Inc. - Class A
-0.71%
-$11,834.99 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$3,041.14 
PAB PGIM Active Aggregate Bond ETF
-0.7%
-$62,054.59 
DASH DoorDash, Inc.
-0.69%
-$4,266.18 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$10,391.04 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$2,190.23 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$2,202.89 
ICLN iShares Global Clean Energy ETF
-0.68%
-$63,228.36 
R Ryder System Inc.
-0.68%
-$2,173.5 
DUK Duke Energy Corporation
-0.67%
-$29,898.96 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$41,811 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$3,235.29 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$10,163.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$63,131.27 
CGCB Capital Group Core Bond ETF
-0.66%
-$3,397.45 
AMGN Amgen Inc.
-0.64%
-$44,664.98 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$824,156.55 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$8,436.4 
GS The Goldman Sachs Group, Inc.
-0.63%
-$67,664.06 
AMT American Tower Corporation
-0.63%
-$5,608.95 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$588,055.14 
BALL Ball Corp.
-0.63%
-$3,102.47 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$15,853.45 
HAS Hasbro Inc.
-0.62%
-$1,649.64 
EFA iShares MSCI EAFE ETF
-0.62%
-$14,415.06 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$2,124.2 
PM Philip Morris International Inc.
-0.61%
-$62,168.95 
ECL Ecolab Inc.
-0.61%
-$5,183.01 
MSCI MSCI Inc.
-0.61%
-$2,663.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,865.28 
DHR Danaher Corporation
-0.61%
-$6,792.52 
ROST Ross Stores, Inc.
-0.59%
-$8,022.02 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,408.65 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.59%
-$2,089.8 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$1,489.02 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$40,515.85 
SCHF Schwab International Equity ETF
-0.58%
-$2,092 
WEC WEC Energy Group Inc.
-0.57%
-$4,040.21 
SBUX Starbucks Corporation
-0.57%
-$9,345.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$287,523.06 
PRU Prudential Financial, Inc.
-0.56%
-$4,173.11 
DGX Quest Diagnostics Inc.
-0.55%
-$2,614.84 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$26,614.08 
WAB Wabtec Corporation
-0.55%
-$5,347.2 
COF Capital One Financial Corporation
-0.54%
-$9,529.34 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$3,972.6 
LLY Eli Lilly and Company
-0.53%
-$63,286.12 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$707,917.17 
NGG National Grid plc Sponsored ADR
-0.52%
-$2,945.04 
WELL Welltower Inc.
-0.51%
-$8,200.29 
STLD Steel Dynamics Inc.
-0.49%
-$1,811.65 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,362.89 
ALL Allstate Corporation
-0.49%
-$9,998.4 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$6,542.28 
IWM iShares Russell 2000 ETF
-0.47%
-$20,314.7 
SPG Simon Property Group, Inc.
-0.46%
-$4,588.16 
CF CF Industries Holdings, Inc.
-0.46%
-$1,458.7 
JIVE JPMorgan International Value ETF
-0.46%
-$22,822.8 
PEP PepsiCo, Inc.
-0.46%
-$11,537.92 
DVY iShares Select Dividend ETF
-0.45%
-$1,403.24 
IEV iShares Europe ETF
-0.44%
-$6,841.56 
CCK Crown Holdings Inc.
-0.44%
-$1,435.2 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$2,797.49 
TRV The Travelers Companies, Inc.
-0.43%
-$5,709.89 
TEL TE Connectivity plc
-0.43%
-$2,914.75 
LAMR Lamar Advertising Company
-0.43%
-$1,163.31 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$10,855.78 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$4,265.8 
PSDM PGIM Short Duration Multi-Sector Bond ETF
-0.42%
-$8,392.68 
HD The Home Depot, Inc.
-0.42%
-$54,016.18 
MELI MercadoLibre, Inc.
-0.41%
-$3,065.33 
GL Globe Life Inc.
-0.4%
-$1,343.93 
MBB iShares MBS ETF
-0.4%
-$3,927.55 
AIG American International Group Inc.
-0.39%
-$1,652.92 
ORI Old Republic International Corp.
-0.39%
-$1,586.95 
ETR Entergy Corporation
-0.38%
-$6,224.19 
VGT Vanguard Information Technology ETF
-0.38%
-$10,099.84 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$3,431.7 
AXP American Express Company
-0.38%
-$28,601.44 
FDX FedEx Corporation
-0.37%
-$10,859.45 
MDT Medtronic plc
-0.37%
-$11,624.64 
ARCC Ares Capital Corporation
-0.37%
-$1,097.46 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$15,663.96 
RSG Republic Services, Inc.
-0.37%
-$1,482 
ABNB Airbnb, Inc.
-0.37%
-$3,961.45 
KVUE Kenvue Inc.
-0.36%
-$814.24 
TMUS T-Mobile US, Inc.
-0.36%
-$3,368.56 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,610.86 
DG Dollar General Corporation
-0.35%
-$4,203.87 
SIZE iShares MSCI USA Size Factor ETF
-0.35%
-$3,671.01 
FDVV Fidelity High Dividend ETF
-0.35%
-$283,281.46 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.35%
-$1,076.77 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$2,709.3 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$30,115.2 
ADSK Autodesk, Inc.
-0.33%
-$3,485.02 
CL Colgate-Palmolive Company
-0.33%
-$3,698.1 
TFC Truist Financial Corporation
-0.33%
-$4,723.23 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$940.73 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$920.93 
CEG Constellation Energy Corporation
-0.31%
-$2,978.37 
VXF Vanguard Extended Market ETF
-0.3%
-$1,584.72 
RY Royal Bank of Canada
-0.29%
-$4,142.58 
VST Vistra Corp
-0.29%
-$982.12 
EVRG Evergy Inc.
-0.29%
-$806.87 
MTB M&T Bank Corporation
-0.29%
-$1,585.45 
COR Cencora, Inc.
-0.28%
-$2,047.91 
SDY SPDR S&P Dividend ETF
-0.28%
-$13,224.64 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$5,544.66 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$30,988.7 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$13,524.68 
CCI Crown Castle Inc.
-0.27%
-$1,312.5 
EGP EastGroup Properties Inc.
-0.27%
-$733.03 
JIG JPMorgan International Growth ETF
-0.27%
-$9,209.64 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$3,165.75 
FBND Fidelity Total Bond ETF
-0.27%
-$320,621.52 
VTV Vanguard Value ETF
-0.27%
-$2,882.69 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$150,883.32 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$25,602.57 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,026.7 
CNP CenterPoint Energy Inc.
-0.26%
-$746.23 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$232,419 
BX Blackstone Inc.
-0.25%
-$3,328.39 
MFC Manulife Financial Corporation
-0.25%
-$1,243.44 
A Agilent Technologies Inc.
-0.24%
-$957.81 
FISV Fiserv, Inc.
-0.24%
-$527.41 
COST Costco Wholesale Corporation
-0.24%
-$19,030.91 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$25,293.4 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,090.25 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$5,160.33 
VB Vanguard Small-Cap ETF
-0.22%
-$5,380.16 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$2,506.4 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$710.25 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$2,292.74 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$25,217.1 
PFG Principal Financial Group, Inc.
-0.22%
-$1,267.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,910.33 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$870.87 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,944.3 
BRTR iShares Total Return Act ETF
-0.21%
-$208,612.63 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$956.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,559.96 
IXN iShares Global Tech ETF
-0.21%
-$1,009.47 
JBND JPMorgan Active Bond ETF
-0.21%
-$37,890.71 
KR Kroger Co.
-0.21%
-$1,507.8 
MKL Markel Group Inc.
-0.2%
-$496.61 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,110.24 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$701.53 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,542.54 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$3,984.54 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$634.05 
BKNG Booking Holdings Inc.
-0.18%
-$2,788.16 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$755.2 
NTRS Northern Trust Corporation
-0.17%
-$1,028.13 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$3,163.81 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,059.08 
FMHI First Trust Municipal High Income Fund
-0.17%
-$509.79 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$2,282.36 
FITB Fifth Third Bancorp
-0.16%
-$994.86 
LNT Alliant Energy Corporation
-0.15%
-$550.33 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$961.95 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$443.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$503.52 
ELV Elevance Health, Inc.
-0.15%
-$626.07 
IXUS iShares Core International Stock ETF
-0.15%
-$2,277.94 
IXG iShares Global Financials ETF
-0.14%
-$1,018.59 
TPR Tapestry Inc.
-0.14%
-$1,239.21 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,851.98 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$77,971.04 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$1,811.94 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$1,257.11 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$5,094.66 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$56,137.38 
KIM Kimco Realty Corporation
-0.12%
-$302.04 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$2,929.9 
GNMA iShares GNMA Bond ETF
-0.12%
-$374.65 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$479.82 
MUB iShares National Muni Bond ETF
-0.11%
-$25,665.84 
CFG Citizens Financial Group, Inc.
-0.11%
-$675.52 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$13,624.93 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$29,247.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$556.86 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$21,187.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$355.45 
IYF iShares U.S. Financials ETF
-0.09%
-$1,300.91 
KEY KeyCorp
-0.09%
-$210.32 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,772.64 
BNS Bank of Nova Scotia
-0.08%
-$328.58 
BINC iShares Flexible Income Active ETF
-0.08%
-$114,497.38 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$844.65 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$429.6 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$560.64 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.06%
-$1,989.18 
ROKU Roku, Inc.
-0.06%
-$200.88 
CGBL Capital Group Core Balanced ETF
-0.05%
-$3,281.3 
CMF iShares California Muni Bond ETF
-0.05%
-$440.97 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$159.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$9,644.16 
HOOD Robinhood Markets, Inc.
-0.05%
-$447.96 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$141.36 
SHYM iShares High Yield Bond ETF
-0.04%
-$317.74 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$237.44 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.04%
-$319.8 
V Visa Inc. Class A
-0.04%
-$5,400.25 
XEL Xcel Energy Inc.
-0.04%
-$238.77 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$216.88 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$200.68 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$4,847.79 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$887.54 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$1,947.62 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$739.27 
IGE iShares North American Natural Resources ETF
-0.02%
-$43.57 
TGT Target Corporation
-0.01%
-$147.53 
UBER Uber Technologies, Inc.
-0.01%
-$243.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$44.54 Events
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Dividends
Dividend Analysis
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| Trades 4182 | Longs Won 2851/4182 68% | Profit Factor 15.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.24M |
| Average Win $554,765.1 | Best Trade (Aug 14) $94.25M | Sharpe Ratio -10.2 |
| Average Loss -$78,022.74 | Worst Trade (Mar 30) -$20.15M | Z-Score 32.17 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $353,080.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,817 | $344,397.03 | $389,788.29 | - | $45,391.26 | 13.18% | -0.245% |
| AAAU Goldman Sachs Physical Gold ETF | 12,061 | $496,602.21 | $481,595.73 | - | -$15,006.48 | -3.02% | -1.456% |
| AAPL Apple Inc. | 237,510 | $58.74M | $73.37M | - | $14.63M | 24.9% | -7.354% |
| ABBV AbbVie Inc. | 37,866 | $7.19M | $9.5M | - | $2.31M | 32.12% | -2.513% |
| ABFL Abacus FCF Leaders ETF | 1.94M | $133.29M | $157.44M | - | $24.15M | 18.12% | 0.0 |
| ABLD Aba Fcf Real Asset Laddered ETF | 1.81M | $54.07M | $56.24M | - | $2.17M | 4.01% | +0.145% |
| ABNB Airbnb, Inc. | 7,074 | $886,108.48 | $1.07M | - | $185,744 | 20.96% | -0.368% |
| ABT Abbott Laboratories | 26,002 | $3.15M | $2.75M | - | -$403,990.74 | -12.82% | +0.085% |
| ACN Accenture plc Class A | 6,315 | $2.03M | $1.05M | - | -$978,483.42 | -48.29% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 24,337 | $1.34M | $1.83M | - | $492,154.09 | 36.75% | -0.172% |
| ADBE Adobe Inc. | 4,367 | $1.62M | $1.09M | - | -$528,647.49 | -32.59% | +1.013% |
| ADI Analog Devices, Inc. | 15,424 | $3.52M | $5.67M | - | $2.14M | 60.89% | +0.202% |
| ADM Archer-Daniels-Midland Co | 11,503 | $628,608.19 | $911,842.81 | - | $283,234.62 | 45.06% | -1.662% |
| ADP Automatic Data Processing Inc. | 6,288 | $1.87M | $1.68M | - | -$190,474.04 | -10.21% | +0.982% |
| ADSK Autodesk, Inc. | 4,526 | $1.35M | $1.06M | - | -$286,343.51 | -21.27% | -0.328% |
| ADT ADT Inc. | 10,917 | $71,724 | $83,405.88 | - | $11,681.88 | 16.29% | +1.731% |
| AEE Ameren Corporation | 2,602 | $273,825.06 | $285,205.22 | - | $11,380.16 | 4.16% | +0.791% |
| AEM Agnico Eagle Mines Limited | 15,808 | $2.02M | $2.3M | - | $273,020.65 | 13.49% | -3.635% |
| AEP American Electric Power Company, Inc. | 12,174 | $1.23M | $1.56M | - | $328,205.84 | 26.72% | +0.055% |
| AFL Aflac Inc. | 6,777 | $711,115.85 | $863,931.96 | - | $152,816.11 | 21.49% | +0.094% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for William Bradley Clayton?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $171.21M, Vanguard S&P 500 ETF - $106.69M, Vanguard Total Bond Market Index Fund - $87.86M, Vanguard Total International Bond ETF - $45.97M, and iShares Core MSCI Emerging Markets ETF - $34.25M. 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 U.S. Financials ETF - $6.7M, Fidelity Value Factor ETF - $3.15M, JPMorgan Hedged Equity Laddered Overlay ETF - $2.14M, UnitedHealth Group Incorporated - $1.46M, and Fiserv, Inc - $1.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Bradley Clayton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $411.37M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $113.02M, Vanguard Total International Bond ETF - $66.63M, Vanguard Total Bond Market Index Fund - $58.12M, Fidelity Total Bond ETF - $27.83M, and Fidelity Corporate Bond ETF - $13.76M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Bradley Clayton's monthly returns?
William Bradley Clayton's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can William Bradley Clayton's strategy be considered aggressive or moderate?
William Bradley Clayton's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow William Bradley Clayton's strategy?
William Bradley Clayton's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
