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:
15.04%
Gain -0.64%
Monthly
0.65%
Yearly
8.14%
Drawdown
7.42%
$6.38B
Equity
Holdings
$6.38B
Investment
$5.37B
$1.38B
Profit -$59.37M
Realized
$372.37M
Unrealized
$1.01B
Dividends
$425M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$59.37M
Win %
67%
This Week
Compared To Last Week
Gain
-2.09%
Profit
-$136.2M
Win %
67%
This Month
Compared to last month
Gain
-0.69%
Profit
-$44.04M
Win %
67%
This Year
Compared to last year
Gain
-1.84%
Profit
-$120.3M
Win %
66%
IR Ingersoll Rand Inc.
+10.32%
+$26,110.63 
FANG Diamondback Energy Inc
+4.03%
+$51,461.13 
KMI Kinder Morgan, Inc.
+3.72%
+$34,820.02 
PBA Pembina Pipeline Corporation
+3.71%
+$8,223.26 
CNQ Canadian Natural Resources Limited
+3.66%
+$21,850 
BP BP p.l.c. Sponsored ADR
+3.61%
+$24,209.5 
EQT EQT Corporation
+3.6%
+$8,217.72 
APA APA Corporation
+3.56%
+$17,616.48 
RTX RTX Corporation
+3.49%
+$271,544.4 
TRGP Targa Resources Corp.
+3.45%
+$21,608.66 
NOC Northrop Grumman Corporation
+3.32%
+$48,654.6 
NI NiSource Inc.
+3.27%
+$7,271.1 
LMT Lockheed Martin Corporation
+3.24%
+$33,428.36 
TRP TC Energy Corporation
+3.23%
+$10,262.17 
EOG EOG Resources, Inc.
+3.22%
+$27,078.65 
COP ConocoPhillips
+3.13%
+$68,154 
BTI British American Tobacco p.l.c. ADR
+3.1%
+$41,187.6 
PBR Petrobras S.A. Sponsored ADR
+2.98%
+$9,959.2 
SU Suncor Energy Inc.
+2.94%
+$15,673.2 
CCI Crown Castle Inc.
+2.9%
+$15,655.36 
LNG Cheniere Energy Inc.
+2.89%
+$10,640.67 
OKE ONEOK, Inc.
+2.87%
+$22,129.47 
TTE TotalEnergies SE
+2.87%
+$28,741.83 
SHEL Shell plc
+2.8%
+$43,969.26 
E Eni S.p.A. Sponsored ADR
+2.79%
+$7,530.66 
DVN Devon Energy Corporation
+2.79%
+$14,986.12 
OXY Occidental Petroleum Corporation
+2.74%
+$20,740.9 
CMS CMS Energy Corporation
+2.72%
+$5,705.7 
EPD Enterprise Products Partners L.P.
+2.71%
+$22,982.44 
HONA Honeywell Aerospace Inc.
+2.63%
+$13,315.85 
ALL Allstate Corporation
+2.6%
+$48,849.35 
PM Philip Morris International Inc.
+2.54%
+$274,224.02 
NGG National Grid plc Sponsored ADR
+2.53%
+$13,964 
CVX Chevron Corporation
+2.44%
+$271,999.35 
SLB Schlumberger Limited
+2.43%
+$21,609.42 
DKS Dick's Sporting Goods, Inc.
+2.42%
+$3,999.93 
IXC iShares Global Energy ETF
+2.39%
+$9,575.24 
WEC WEC Energy Group Inc.
+2.35%
+$17,101.31 
NEM Newmont Corporation
+2.32%
+$48,947.24 
IDXX IDEXX Laboratories, Inc.
+2.29%
+$12,056.77 
XLE Energy Select Sector SPDR Fund
+2.26%
+$22,699.92 
EXC Exelon Corporation
+2.23%
+$12,140.42 
LHX L3Harris Technologies, Inc.
+2.21%
+$19,918.08 
ORI Old Republic International Corp.
+2.21%
+$6,913.53 
AEE Ameren Corporation
+2.21%
+$7,227.24 
BKR Baker Hughes Company
+2.19%
+$18,832.94 
AMT American Tower Corporation
+2.16%
+$24,574.48 
RPRX Royalty Pharma plc
+2.13%
+$5,205.73 
XOM Exxon Mobil Corporation
+2.13%
+$251,383.4 
CBOE Cboe Global Markets Inc.
+2.13%
+$8,128.2 
AEP American Electric Power Company, Inc.
+2.08%
+$31,486.63 
ED Consolidated Edison, Inc.
+2.08%
+$17,893.44 
FTI TechnipFMC plc
+2.07%
+$5,657.17 
WMB The Williams Companies, Inc.
+2.07%
+$38,068.03 
UL Unilever PLC Sponsored American Depositary Receipt
+2.06%
+$11,129.9 
EVRG Evergy Inc.
+2.02%
+$5,611.65 
DUK Duke Energy Corporation
+2.01%
+$88,793.28 
PEP PepsiCo, Inc.
+1.98%
+$41,363.9 
HAL Halliburton Company
+1.98%
+$9,019.4 
YETI FNCL Series 2007 Other Floating Rate Instrument
+1.98%
+$3,467.74 
GD General Dynamics Corporation
+1.92%
+$30,454.29 
CINF Cincinnati Financial Corporation
+1.88%
+$4,995.9 
USB U.S. Bancorp
+1.86%
+$44,436.03 
ATO Atmos Energy Corporation
+1.86%
+$5,331.4 
CAG Conagra Brands Inc.
+1.83%
+$2,962.96 
PEG Public Service Enterprise Group Incorporated
+1.83%
+$6,622.89 
SO The Southern Company
+1.83%
+$85,584.78 
PPL PPL Corporation
+1.83%
+$5,814.27 
IGE iShares North American Natural Resources ETF
+1.81%
+$5,118.3 
CNP CenterPoint Energy Inc.
+1.81%
+$4,986.72 
IBN ICICI Bank Limited Sponsored ADR
+1.8%
+$4,658.7 
PNW Pinnacle West Capital Corporation
+1.73%
+$3,764.64 
TFC Truist Financial Corporation
+1.73%
+$21,435.97 
LNT Alliant Energy Corporation
+1.68%
+$5,868.36 
AIG American International Group Inc.
+1.68%
+$6,646.2 
PGR Progressive Corporation
+1.58%
+$22,026.32 
CASY Casey's General Stores Inc.
+1.56%
+$7,773.7 
ET Energy Transfer L.P.
+1.56%
+$10,894.33 
CB Chubb Limited
+1.51%
+$60,772.55 
AON Aon plc
+1.5%
+$10,487.72 
FE FirstEnergy Corp.
+1.49%
+$4,907.56 
HIG The Hartford Insurance Group, Inc.
+1.48%
+$9,489.49 
TRV The Travelers Companies, Inc.
+1.47%
+$21,375.56 
CRH CRH plc
+1.45%
+$7,032.9 
MKL Markel Group Inc.
+1.44%
+$2,811.96 
MDLZ Mondelez International, Inc.
+1.44%
+$13,393.11 
PSX Phillips 66
+1.43%
+$26,814.72 
AZO AutoZone Inc.
+1.42%
+$8,522.06 
SRE Sempra
+1.42%
+$8,129.28 
HLN Haleon Plc - ADR
+1.41%
+$2,035.18 
MO Altria Group, Inc.
+1.41%
+$82,932.72 
VMC Vulcan Materials Company
+1.4%
+$7,253.46 
KR Kroger Co.
+1.4%
+$7,742.87 
TJX The TJX Companies, Inc.
+1.39%
+$111,128.88 
VTRS Viatris Inc.
+1.37%
+$4,358.25 
MSI Motorola Solutions, Inc.
+1.34%
+$59,981.95 
SHLD Global X Defense Tech ETF
+1.33%
+$6,882.75 
BUD Anheuser-Busch InBev S.A. ADR
+1.3%
+$6,315.48 
XEL Xcel Energy Inc.
+1.28%
+$7,165.44 
AWK American Water Works Company, Inc.
+1.27%
+$3,347.9 
AFL Aflac Inc.
+1.26%
+$11,256.95 
L Loews Corporation
+1.26%
+$2,481.07 
ES Eversource Energy
+1.26%
+$4,480.34 
COF Capital One Financial Corporation
+1.24%
+$20,816.52 
ICE Intercontinental Exchange, Inc.
+1.22%
+$15,236.19 
HDV iShares Core High Dividend ETF
+1.22%
+$32,931.72 
COST Costco Wholesale Corporation
+1.2%
+$97,255.25 
D Dominion Energy, Inc.
+1.18%
+$11,731.22 
TM Toyota Motor Corporation
+1.15%
+$4,895.15 
GSK GSK plc Sponsored ADR
+1.15%
+$5,347.16 
AJG Arthur J. Gallagher & Co.
+1.15%
+$8,234 
PG Procter & Gamble Co
+1.15%
+$64,034.93 
VTR Ventas Inc.
+1.13%
+$3,474.24 
F Ford Motor Company
+1.1%
+$9,702.32 
KO The Coca-Cola Company
+1.08%
+$90,916.13 
KHC The Kraft Heinz Company
+1.07%
+$5,029.25 
ETR Entergy Corporation
+1.07%
+$17,714.49 
NEE NextEra Energy, Inc.
+1.06%
+$39,519.14 
EXR Extra Space Storage Inc.
+1.06%
+$2,746.26 
IYK iShares U.S. Consumer Staples ETF
+1.04%
+$615,572.74 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1%
+$3,008.6 
TMUS T-Mobile US, Inc.
+1%
+$12,930.53 
FERG Ferguson Enterprises Inc
+0.99%
+$5,597.84 
MRSH Marsh & McLennan Companies, Inc.
+0.99%
+$8,482.25 
AN AutoNation Inc.
+0.99%
+$6,733.96 
CMCSA Comcast Corp
+0.99%
+$7,644.76 
JPM JPMorgan Chase & Co.
+0.99%
+$251,588.61 
HST Host Hotels & Resorts Inc.
+0.98%
+$2,558.91 
WRB W.R. Berkley Corporation
+0.98%
+$5,105.45 
MLM Martin Marietta Materials, Inc.
+0.97%
+$4,157.71 
AU AngloGold Ashanti plc
+0.97%
+$5,008.03 
CI The Cigna Group
+0.96%
+$8,703.36 
ABLD Aba Fcf Real Asset Laddered ETF
+0.96%
+$620,490.18 
KIM Kimco Realty Corporation
+0.95%
+$2,226.97 
PKG Packaging Corporation of America
+0.93%
+$2,384.64 
O Realty Income Corporation
+0.93%
+$20,208.6 
NBB Nuveen Taxable Municipal Income Fund
+0.92%
+$5,049.98 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$16,358.88 
SPG Simon Property Group, Inc.
+0.91%
+$9,196.35 
MET MetLife Inc.
+0.91%
+$8,635.9 
NRG NRG Energy, Inc.
+0.9%
+$2,330.58 
ITA iShares U.S. Aerospace & Defense ETF
+0.9%
+$300,042.18 
MFC Manulife Financial Corporation
+0.89%
+$4,446.39 
CL Colgate-Palmolive Company
+0.89%
+$11,969.54 
VZ Verizon Communications Inc.
+0.88%
+$39,295.23 
BRX Brixmor Property Group Inc.
+0.87%
+$2,580 
MRK Merck & Co., Inc.
+0.85%
+$82,984.41 
FAST Fastenal Co.
+0.84%
+$6,698.43 
WM Waste Management, Inc.
+0.84%
+$13,797.32 
HWM Howmet Aerospace Inc.
+0.83%
+$10,043.04 
LIN Linde plc
+0.83%
+$26,258.79 
MAR Marriott International Inc. - Class A
+0.82%
+$14,780.6 
ACN Accenture plc Class A
+0.82%
+$10,425.44 
CF CF Industries Holdings, Inc.
+0.82%
+$2,514.68 
LAMR Lamar Advertising Company
+0.82%
+$2,048.52 
WFC Wells Fargo & Company
+0.8%
+$31,448.34 
XLP Consumer Staples Select Sector SPDR Fund
+0.79%
+$1,820.73 
DTE DTE Energy Company
+0.79%
+$3,378.45 
FVD First Trust Value Line Dividend Index Fund
+0.78%
+$2,665.7 
KVUE Kenvue Inc.
+0.78%
+$1,859.91 
KDP Keurig Dr Pepper Inc.
+0.78%
+$2,591.97 
CME CME Group Inc.
+0.77%
+$66,386.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$5,132.66 
KMB Kimberly-Clark Corporation
+0.76%
+$2,317.27 
BLK BlackRock, Inc.
+0.76%
+$17,689.8 
JNJ Johnson & Johnson
+0.74%
+$87,367.5 
FIDI Fidelity International High Dividend ETF
+0.74%
+$2,238.6 
BRK-B Berkshire Hathaway Inc.
+0.73%
+$108,388.8 
GE General Electric Company
+0.72%
+$33,026.19 
ROK Rockwell Automation, Inc.
+0.7%
+$4,199.58 
WPC W. P. Carey Inc.
+0.7%
+$1,573.2 
ZTS Zoetis Inc.
+0.69%
+$2,082.24 
NHI National Health Investors, Inc.
+0.69%
+$3,564.45 
DVY iShares Select Dividend ETF
+0.68%
+$2,202.12 
PSA Public Storage Common Stock
+0.67%
+$4,682.47 
TD The Toronto-Dominion Bank
+0.67%
+$5,870.06 
HLT Hilton Worldwide Holdings Inc.
+0.66%
+$10,055.05 
PCG PG&E Corporation
+0.66%
+$945.46 
DOV Dover Corporation
+0.65%
+$3,422.66 
SPGI S&P Global Inc.
+0.65%
+$14,711.47 
EGP EastGroup Properties Inc.
+0.65%
+$1,542.41 
ABBV AbbVie Inc.
+0.64%
+$70,268.4 
DRI Darden Restaurants, Inc.
+0.64%
+$13,430 
EPR EPR Properties
+0.64%
+$1,331.4 
C Citigroup Inc.
+0.62%
+$24,160.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$9,986.76 
HDB HDFC Bank Limited ADR
+0.59%
+$1,874.18 
WMT Walmart Inc.
+0.58%
+$126,376.04 
BRK-A Berkshire Hathaway Inc.
+0.56%
+$8,819.54 
IFRA iShares U.S. Infrastructure
+0.55%
+$5,143.21 
TDG TransDigm Group Inc.
+0.53%
+$2,105.4 
DLR Digital Realty Trust, Inc.
+0.53%
+$3,323.96 
RY Royal Bank of Canada
+0.52%
+$7,033.87 
LOW Lowe's Companies Inc.
+0.52%
+$9,119.29 
OHI Omega Healthcare Investors Inc.
+0.51%
+$1,575.96 
MNST Monster Beverage Corporation
+0.5%
+$5,572.35 
RF Regions Financial Corporation
+0.49%
+$5,015.11 
BA Boeing Company
+0.49%
+$9,907.67 
VICI Vici Properties Inc.
+0.49%
+$1,684.29 
CPRT Copart Inc.
+0.49%
+$3,818.2 
ADP Automatic Data Processing Inc.
+0.48%
+$10,062.72 
ORLY O'Reilly Automotive Inc.
+0.47%
+$4,828.11 
NUE Nucor Corporation
+0.47%
+$5,388.32 
REG Regency Centers Corporation
+0.47%
+$1,004.7 
SDY SPDR S&P Dividend ETF
+0.46%
+$20,401.5 
SYK Stryker Corporation
+0.45%
+$4,089.82 
ZION Zions Bancorporation, National Association
+0.44%
+$1,141.85 
BNS Bank of Nova Scotia
+0.44%
+$1,956.4 
FISV Fiserv, Inc.
+0.44%
+$1,151.03 
BMO Bank of Montreal
+0.42%
+$1,540.7 
V Visa Inc. Class A
+0.41%
+$62,992.08 
AEM Agnico Eagle Mines Limited
+0.4%
+$11,840.74 
EIX Edison International
+0.4%
+$723.58 
ING ING Groep N.V. Sponsored ADR
+0.39%
+$2,751.45 
LLY Eli Lilly and Company
+0.38%
+$52,305.11 
WPM Wheaton Precious Metals Corp.
+0.37%
+$1,166.69 
B BARRICK MINING CORP Common Stock (ABR0)
+0.36%
+$803.3 
MAS Masco Corporation
+0.36%
+$1,096.16 
BNY BlackRock New York Municipal Income Trust
+0.35%
+$5,409 
FHN First Horizon Corporation
+0.35%
+$1,507.2 
CARR Carrier Global Corporation
+0.33%
+$1,832.94 
FLO Flowers Foods, Inc.
+0.33%
+$318.7 
BALL Ball Corp.
+0.33%
+$1,448.73 
BHP BHP Group Ltd.
+0.33%
+$4,386.69 
PFE Pfizer Inc.
+0.32%
+$5,731.54 
PNFP Pinnacle Financial Partners Inc.
+0.32%
+$2,550.41 
MCK McKesson Corporation
+0.32%
+$3,981.59 
APD Air Products and Chemicals, Inc.
+0.31%
+$6,537.83 
ROST Ross Stores, Inc.
+0.31%
+$3,828.24 
BSX Boston Scientific Corporation
+0.29%
+$1,302.99 
NWG NatWest Group plc Sponsored ADR
+0.29%
+$1,336.75 
CM Canadian Imperial Bank of Commerce
+0.28%
+$1,180.48 
HD The Home Depot, Inc.
+0.28%
+$31,511.92 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$1,025.92 
TAFM AB Tax-Aware Intermediate Municipal ETF
+0.27%
+$4,036.7 
SCI Service Corporation International
+0.26%
+$1,539.72 
IEV iShares Europe ETF
+0.25%
+$3,599.28 
TXN Texas Instruments Inc
+0.25%
+$10,294.2 
GL Globe Life Inc.
+0.25%
+$813.4 
NXPI NXP Semiconductors N.V.
+0.24%
+$4,270.03 
AAPL Apple Inc.
+0.24%
+$204,921.28 
TT Trane Technologies plc
+0.23%
+$7,604.51 
CGDG Capital Group Dividend Growers ETF
+0.23%
+$5,530.35 
ELV Elevance Health, Inc.
+0.22%
+$1,998.72 
EFV iShares MSCI EAFE Value ETF
+0.22%
+$364,111.47 
ADT ADT Inc.
+0.22%
+$207.25 
IGRO iShares International Dividend Growth ETF
+0.21%
+$1,815.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$2,714.2 
SNA Snap-on Inc.
+0.21%
+$874.72 
MCHP Microchip Technology Incorporated
+0.21%
+$979.29 
HAS Hasbro Inc.
+0.2%
+$541 
RSG Republic Services, Inc.
+0.2%
+$786.62 
ITW Illinois Tool Works Inc.
+0.19%
+$2,592.45 
CVS CVS Health Corporation
+0.18%
+$3,055.58 
SYF Synchrony Financial
+0.18%
+$1,122.28 
HSBC HSBC Holdings plc Sponsored ADR
+0.17%
+$3,974.68 
NSC Norfolk Southern Corporation
+0.17%
+$6,026.83 
DGRO iShares Core Dividend Growth ETF
+0.17%
+$19,347.79 
SHYM iShares High Yield Bond ETF
+0.16%
+$752.36 
PSDM PGIM Short Duration Multi-Sector Bond ETF
+0.16%
+$3,181.68 
MEAR iShares Short Maturity Bond ETF
+0.15%
+$2,488.87 
PAYX Paychex Inc.
+0.15%
+$1,628.43 
T AT&T Inc.
+0.15%
+$3,909.89 
WELL Welltower Inc.
+0.14%
+$2,494.92 
XLF Financial Select Sector SPDR Fund
+0.14%
+$676 
ALNY Alnylam Pharmaceuticals Inc
+0.14%
+$297.48 
TLT iShares 20+ Year Treasury Bond ETF
+0.14%
+$6,017.55 
JMUB JPMorgan Municipal Bond ETF
+0.14%
+$23,355.35 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.13%
+$2,045.49 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.13%
+$575.63 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.13%
+$362.96 
VLO Valero Energy Corporation
+0.12%
+$2,762.07 
BRTR iShares Total Return Act ETF
+0.12%
+$138,495.65 
STLD Steel Dynamics Inc.
+0.12%
+$479.94 
VALE Vale S.A.
+0.12%
+$345.72 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$74,699.7 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.11%
+$8,957.58 
AMG Affiliated Managers Group Inc.
+0.1%
+$346.11 
IEI iShares 3-7 Year Treasury Bond ETF
+0.1%
+$61,748.06 
KEY KeyCorp
+0.1%
+$212.84 
NVS Novartis AG Sponsored ADR
+0.1%
+$1,588.5 
TLH iShares 10-20 Year Treasury Bond ETF
+0.1%
+$50,571.61 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$19,024.74 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$283.57 
SBUX Starbucks Corporation
+0.08%
+$1,250.24 
IVLU iShares MSCI International Value Factor ETF
+0.08%
+$4,199.69 
FITB Fifth Third Bancorp
+0.08%
+$470 
IYF iShares U.S. Financials ETF
+0.08%
+$359.6 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$5,487.09 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$1,782.24 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$199.66 
INTF iShares International Equity Factor ETF
+0.07%
+$4,467.45 
FEOE First Eagle Overseas Equity ETF
+0.07%
+$6,084.16 
GOCT FT Vest US Equity Moderate Fund
+0.07%
+$3,150.78 
ABT Abbott Laboratories
+0.07%
+$1,328.46 
TPR Tapestry Inc.
+0.07%
+$459.28 
UNM Unum Group
+0.07%
+$157.14 
PFGC Performance Food Group Co.
+0.06%
+$113.16 
FBK FB Financial Corp
+0.06%
+$174.75 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.05%
+$168.18 
NBSD Neuberger Berman Short Duration Income ETF
+0.05%
+$154.57 
MCD McDonald's Corporation
+0.05%
+$2,614.32 
USFD US Foods Holding Corp
+0.05%
+$244.3 
VTV Vanguard Value ETF
+0.05%
+$567.05 
NTRS Northern Trust Corporation
+0.05%
+$252.72 
FMHI First Trust Municipal High Income Fund
+0.04%
+$110.17 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
+0.04%
+$4,365.9 
HEI Heico Corporation
+0.04%
+$68.52 
SHV iShares Short Treasury Bond ETF
+0.04%
+$107.72 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.03%
+$2,544.27 
JCPB JPMorgan Core Plus Bond ETF
+0.03%
+$3,762.14 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$171.6 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.03%
+$3,116.28 
CLOA iShares AAA CLO ETF
+0.03%
+$93.34 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$141.36 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,099.28 
CMF iShares California Muni Bond ETF
+0.03%
+$228.3 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.02%
+$117.69 
BND Vanguard Total Bond Market Index Fund
+0.02%
+$264.72 
INMU iShares Intermediate Muni Income Active ETF
+0.02%
+$10,648.16 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$594.82 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$64.59 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$859.97 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$41.48 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$4,913.16 
CW Curtiss-Wright Corporation
0%
+$6.9 
AVB AvalonBay Communities, Inc.
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
DMAX iShares Large Cap Max Buffer December Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 APOC
APOC
0%
$0 QCOC
QCOC
0%
$0 ZFEB
ZFEB
0%
$0 G200
G2004J103
0%
$0 
BPOP Popular Inc.
-18.28%
-$56,659.62 
PSC Principal U.S. Small-Cap ETF
-18.25%
-$1.24M 
NBIS Nebius Group N.V.
-12.43%
-$20,951.85 
TWLO Twilio Inc.
-10.89%
-$71,364.84 
SNOW Snowflake Inc.
-8.27%
-$72,349.22 
RKLB Rocket Lab Corporation
-7.95%
-$20,874.45 
PANW Palo Alto Networks, Inc.
-7.35%
-$232,007.79 
FLEX Flex Ltd.
-7.34%
-$34,945.05 
CRWD CrowdStrike Holdings, Inc.
-7.14%
-$265,607.87 
DDOG Datadog, Inc. Class A Common Stock
-7.12%
-$76,010.64 
FTNT Fortinet Inc.
-7.05%
-$136,635.56 
PLTR Palantir Technologies Inc.
-7.05%
-$413,839.44 
NET Cloudflare Inc.
-6.85%
-$82,600.8 
STX Seagate Technology Holdings plc
-6.6%
-$127,529.21 
COIN Coinbase Global, Inc.
-6.6%
-$23,265.34 
RVMD Revolution Medicines Inc.
-6.5%
-$14,045.71 
AXON Axon Enterprise, Inc.
-6.43%
-$13,527.36 
COHR Coherent Corp.
-6.4%
-$16,510.32 
ARM Arm Holdings plc American Depositary Receipt
-6.29%
-$36,694.71 
BE Bloom Energy Corporation
-6.07%
-$15,888.72 
CIEN Ciena Corporation
-5.91%
-$33,564.49 
COMP Compass Inc.
-5.87%
-$16,612.69 
INTC Intel Corporation
-5.63%
-$272,361.03 
HPE Hewlett Packard Enterprise Company
-5.56%
-$42,438.68 
SNDK SanDisk Corporation
-5.52%
-$116,678.74 
ZSQR Z Squared Inc.
-5.49%
-$3,691.38 
ALTO Alto Ingredients Inc.
-5.46%
-$5,000 
WDC Western Digital Corporation
-5.46%
-$70,580.09 
HOOD Robinhood Markets, Inc.
-5.38%
-$62,686.4 
SHOP Shopify Inc.
-5.37%
-$67,688.61 
ALGT Allegiant Travel Company
-5.1%
-$10,034.05 
AMD Advanced Micro Devices, Inc.
-5.08%
-$772,070.95 
MU Micron Technology, Inc.
-5.02%
-$726,308 
NOW ServiceNow, Inc.
-4.92%
-$71,851.98 
UAL United Airlines Holdings, Inc.
-4.92%
-$21,877.14 
APP AppLovin Corporation Class A Common Stock
-4.88%
-$32,003.26 
UMC United Microelectronics Corp. Sponsored ADR
-4.85%
-$7,958.61 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.8%
-$12,421.8 
MRVL Marvell Technology, Inc.
-4.78%
-$112,717.28 
ORCL Oracle Corporation
-4.7%
-$156,887.68 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.59%
-$10,460.53 
ZM Zoom Video Communications, Inc.
-4.47%
-$10,604 
LRCX Lam Research Corporation
-4.37%
-$187,898.6 
KLAC KLA Corporation
-4.3%
-$147,787.5 
BAI iShares A.I. Innovation and Tech Active ETF
-4.24%
-$9.69M 
NTAP NetApp, Inc.
-4.21%
-$15,123.92 
META Meta Platforms Inc Class A
-4.2%
-$917,952.96 
TER Teradyne, Inc.
-4.18%
-$25,840.66 
AVGO Broadcom Inc.
-4.13%
-$1.29M 
AMAT Applied Materials, Inc.
-4.07%
-$196,754.99 
LITE Lumentum Holdings Inc.
-4.05%
-$10,911.99 
GLW Corning Incorporated
-4.04%
-$86,371.09 
SOFI SoFi Technologies, Inc.
-4.01%
-$6,610.23 
ANET Arista Networks, Inc.
-3.97%
-$94,613.87 
GTBP GT Biopharma, Inc.
-3.94%
-$232 
IBKR Interactive Brokers Group Inc.
-3.84%
-$21,374.09 
SOXX iShares Semiconductor ETF
-3.55%
-$11,260.48 
VRT Vertiv Holdings Co
-3.52%
-$25,074.3 
CVNA Carvana Co.
-3.5%
-$11,931.36 
DAL Delta Air Lines, Inc.
-3.46%
-$32,771.1 
AFRM Affirm Holdings, Inc.
-3.4%
-$14,347.38 
HUM Humana Inc.
-3.32%
-$17,365.75 
IGM iShares Expanded Tech Sector ETF
-3.3%
-$548,939.52 
AIRO AIRO Group Holdings, Inc.
-3.28%
-$1,863.18 
LUV Southwest Airlines Co.
-3.23%
-$6,940.56 
NFLX Netflix, Inc.
-3.22%
-$109,432.44 
CHRW C.H. Robinson Worldwide, Inc.
-3.19%
-$9,461.33 
AIQ Global X Artificial Intelligence & Technology ETF
-3.18%
-$11,505.58 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.17%
-$11,821.04 
SNPS Synopsys, Inc.
-3.14%
-$28,888.49 
THC Tenet Healthcare Corporation
-3.13%
-$13,930.98 
SPCX Space Exploration Technologies Corp. Class A
-3.1%
-$28,346.89 
XYZ Block, Inc.
-3.09%
-$24,173.89 
HCA HCA Healthcare Inc.
-3.09%
-$147,752.28 
JBHT J.B. Hunt Transport Services, Inc.
-3.06%
-$12,336.31 
DELL Dell Technologies Inc.
-3.05%
-$67,050.62 
TSLA Tesla, Inc.
-3.01%
-$420,416.85 
DASH DoorDash, Inc.
-2.96%
-$21,172.69 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.94%
-$17,581.41 
IWP iShares Russell Mid-Cap Growth ETF
-2.9%
-$8,049.68 
FFIV F5 Inc.
-2.89%
-$11,492.95 
XLK State Street Technology Select Sector SPDR ETF
-2.84%
-$53,195.22 
ADBE Adobe Inc.
-2.84%
-$21,455.7 
JBL Jabil Inc.
-2.81%
-$15,101.54 
IYW iShares U.S. Technology ETF
-2.79%
-$680,202.44 
FTEC Fidelity MSCI Information Technology Index ETF
-2.73%
-$12,456.78 
ADSK Autodesk, Inc.
-2.68%
-$17,351.37 
IXN iShares Global Tech ETF
-2.66%
-$14,265.82 
SMH VanEck Semiconductor ETF
-2.65%
-$9,034.12 
ETN Eaton Corporation plc
-2.64%
-$206,867.17 
JKHY Jack Henry & Associates, Inc.
-2.64%
-$23,784.67 
KEYS Keysight Technologies, Inc.
-2.64%
-$27,447.82 
VGT Vanguard Information Technology ETF
-2.63%
-$80,706.08 
BX Blackstone Inc.
-2.62%
-$34,883.42 
BURL Burlington Stores Inc.
-2.61%
-$7,049.01 
GOOGL Alphabet Inc
-2.58%
-$767,344.3 
SCHW Charles Schwab Corporation
-2.57%
-$35,649.02 
IRDM Iridium Communications Inc.
-2.57%
-$4,673.13 
FIX Comfort Systems USA, Inc.
-2.55%
-$13,854.26 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.53%
-$11,671.92 
MSFT Microsoft Corp.
-2.51%
-$1.68M 
QQQ Invesco QQQ Trust, Series 1
-2.51%
-$2.03M 
VBK Vanguard Small-Cap Growth ETF
-2.5%
-$28,726.25 
QCOM QUALCOMM Incorporated
-2.48%
-$44,570.13 
GOOG Alphabet Inc
-2.47%
-$499,400.84 
FBCG Fidelity Blue Chip Growth Fund
-2.44%
-$8.33M 
MTUM iShares MSCI USA Momentum Factor ETF
-2.44%
-$473,443.54 
QQQM Invesco NASDAQ 100 ETF
-2.42%
-$81,024.26 
HPQ HP Inc.
-2.4%
-$7,462.9 
CMG Chipotle Mexican Grill, Inc.
-2.39%
-$14,535.76 
INSM Insmed Inc.
-2.38%
-$4,793.16 
CGGR Capital Group Growth ETF
-2.37%
-$249,084.77 
JAZZ Jazz Pharmaceuticals plc
-2.35%
-$4,575.81 
IWO iShares Russell 2000 Growth ETF
-2.34%
-$24,455.01 
TTWO Take-Two Interactive Software, Inc.
-2.34%
-$9,985.8 
SGI Somnigroup International Inc.
-2.32%
-$4,350.95 
CPAY Corpay, Inc.
-2.31%
-$6,704.47 
CBRE CBRE Group Inc.
-2.31%
-$14,839.38 
DGX Quest Diagnostics Inc.
-2.29%
-$10,669.54 
GPIQ Nasdaq 100 Core Premium Income ETF
-2.28%
-$15,002.58 
OBDC Blue Owl Capital Corporation
-2.27%
-$2,388.07 
IQV IQVIA Holdings Inc.
-2.26%
-$31,137.58 
MGK Vanguard Mega Cap Growth ETF
-2.25%
-$29,145.6 
IWF iShares Russell 1000 Growth ETF
-2.22%
-$447,398.76 
INTU Intuit Inc.
-2.22%
-$22,290.56 
VONG Vanguard Russell 1000 Growth Fund
-2.21%
-$15,485.76 
JGRO JPMorgan Active Growth ETF
-2.2%
-$174,658.05 
VFMO Vanguard U.S. Momentum Factor Fund
-2.19%
-$18,446.4 
WAT Waters Corporation
-2.19%
-$9,028.97 
CRM Salesforce Inc
-2.19%
-$78,150.9 
Q Qnity Electronics Inc.
-2.17%
-$3,581.97 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.14%
-$15,703.99 
CWB SPDR Bloomberg Convertible Securities ETF
-2.13%
-$10,931.67 
VOT Vanguard Mid-Cap Growth ETF
-2.12%
-$17,639.1 
AMZN Amazon.com Inc
-2.12%
-$790,562.08 
EBAY eBay Inc.
-2.12%
-$26,748.8 
STT State Street Corp
-2.09%
-$21,227.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.09%
-$121,089 
XLC Communication Services Select Sector SPDR Fund
-2.08%
-$7,059.78 
VUG Vanguard Growth ETF
-2.06%
-$79,150.4 
CSCO Cisco Systems, Inc.
-2.05%
-$139,430.25 
VXF Vanguard Extended Market ETF
-2.05%
-$10,520.88 
EW Edwards Lifesciences Corporation
-2.04%
-$20,726.98 
VRTX Vertex Pharmaceuticals Incorporated
-2.01%
-$34,598.54 
SPMO Invesco S&P 500 Momentum ETF
-2%
-$34,376.43 
APH Amphenol Corporation
-2%
-$135,081.36 
MTB M&T Bank Corporation
-1.96%
-$10,558.74 
BABA Alibaba Group Holding Limited SP ADR
-1.94%
-$16,571.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.93%
-$803,630.1 
USXF iShares ESG Aware MSCI USA ETF
-1.91%
-$20,412.22 
ILMN Illumina, Inc.
-1.9%
-$7,365.22 
DXCM DexCom, Inc.
-1.89%
-$13,200.32 
ITT Itt Inc.
-1.88%
-$5,454.53 
PDD PDD Holdings Inc. American Depositary Shares
-1.83%
-$4,975.45 
ESGE iShares ESG Aware MSCI EM ETF
-1.81%
-$11,593.96 
TGT Target Corporation
-1.81%
-$22,342.85 
RL Ralph Lauren Corporation
-1.8%
-$7,462.43 
QDVO Amplify CWP Growth & Income ETF
-1.8%
-$50,738.86 
CNC Centene Corporation
-1.79%
-$10,370.47 
NVT nVent Electric plc
-1.78%
-$5,005 
PWRD TCW Transform Systems ETF
-1.78%
-$3.13M 
MPWR Monolithic Power Systems, Inc.
-1.78%
-$12,692.65 
CEG Constellation Energy Corporation
-1.77%
-$17,075.12 
ST Sensata Technologies Holding plc
-1.74%
-$3,381.12 
EEM iShares MSCI Emerging Markets ETF
-1.74%
-$4,353.42 
LPLA LPL Financial Holdings Inc.
-1.73%
-$5,263.8 
DE Deere & Company
-1.71%
-$56,521.1 
FESM Fidelity Enhanced Small Cap ETF
-1.69%
-$16,346.08 
BKNG Booking Holdings Inc.
-1.69%
-$26,294.8 
IWM iShares Russell 2000 ETF
-1.66%
-$66,708.29 
A Agilent Technologies Inc.
-1.66%
-$10,022.04 
SPOT Spotify Technology S.A.
-1.65%
-$5,127.52 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.64%
-$34,597.68 
XSMO Invesco S&P SmallCap Momentum ETF
-1.64%
-$3,554.03 
XPO XPO Inc.
-1.63%
-$3,314.08 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.62%
-$9,560.38 
CDNS Cadence Design Systems, Inc.
-1.59%
-$22,520.52 
MELI MercadoLibre, Inc.
-1.59%
-$12,263.24 
EQIX Equinix, Inc.
-1.58%
-$21,713.11 
IEMG iShares Core MSCI Emerging Markets ETF
-1.56%
-$590,186.48 
CGXU Capital Group International Focus Equity ETF
-1.55%
-$11,169.83 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.55%
-$3,795.89 
EXPD Expeditors International of Washington, Inc.
-1.55%
-$4,379.76 
UBER Uber Technologies, Inc.
-1.55%
-$24,370.78 
WWD Woodward Inc.
-1.54%
-$3,727.35 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.53%
-$1.49M 
MSCI MSCI Inc.
-1.53%
-$7,726.43 
BDX Becton, Dickinson and Company
-1.52%
-$16,298.69 
JIG JPMorgan International Growth ETF
-1.51%
-$52,585.92 
VLUE iShares MSCI USA Value Factor ETF
-1.51%
-$11,862.46 
CGGO Capital Group Global Growth Equity ETF
-1.5%
-$73,753.52 
ECL Ecolab Inc.
-1.49%
-$11,590.56 
ON ON Semiconductor Corporation
-1.48%
-$4,850.5 
CGNG Capital Group New Geography Equity ETF
-1.47%
-$23,625.11 
VMI Valmont Industries, Inc.
-1.46%
-$5,865.1 
FETH Fidelity Ethereum Fund
-1.46%
-$5,001.6 
EXPE Expedia Group, Inc.
-1.41%
-$11,939.2 
JQUA JPMorgan U.S. Quality Factor ETF
-1.4%
-$6,990.7 
PWR Quanta Services Inc.
-1.38%
-$15,406.83 
DSI iShares MSCI KLD 400 Social ETF
-1.37%
-$18,915.28 
VST Vistra Corp
-1.36%
-$5,424.27 
VB Vanguard Small-Cap ETF
-1.36%
-$90,051.21 
ABFL Abacus FCF Leaders ETF
-1.35%
-$2.15M 
STXF Strive 500 ETF
-1.35%
-$2,922.07 
DHR Danaher Corporation
-1.34%
-$12,222.3 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$15,702.12 
OEF iShares S&P 100 ETF
-1.33%
-$202,864.64 
WCC Wesco International Inc.
-1.33%
-$4,549.05 
JVAL JPMorgan U.S. Value Factor ETF
-1.33%
-$25,078.56 
LRGF iShares U.S. Equity Factor ETF
-1.32%
-$2,795.52 
SPEM SPDR Portfolio Emerging Markets ETF
-1.31%
-$4,583.93 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$9,092.93 
CLH Clean Harbors Inc.
-1.3%
-$4,771.52 
LEG Leggett & Platt, Inc.
-1.29%
-$1,612.56 
GS The Goldman Sachs Group, Inc.
-1.28%
-$119,850.64 
TMO Thermo Fisher Scientific Inc.
-1.28%
-$34,110.93 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.28%
-$10,009.98 
SHW The Sherwin-Williams Company
-1.26%
-$17,633.29 
BIBL Inspire 100 ETF
-1.26%
-$2,742.53 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-1.25%
-$23,594.21 
SCHM Schwab U.S. Mid-Cap ETF
-1.25%
-$2,755.01 
JCI Johnson Controls International plc
-1.24%
-$41,231.73 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.24%
-$19,884.17 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.23%
-$4,560.9 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.23%
-$18,775.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$106,256.23 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.23%
-$4,599.51 
NVO Novo Nordisk A/S Sponsored ADR
-1.22%
-$7,603.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.22%
-$285,894.94 
FLQL Franklin U.S. Large Cap Multisector Fund
-1.22%
-$27,630.72 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-1.21%
-$33,019.22 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.2%
-$2,561.19 
SPY SPDR S&P 500 ETF Trust
-1.19%
-$288,093.89 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$219,475.08 
STE STERIS plc
-1.18%
-$8,540.95 
RMD ResMed Inc.
-1.18%
-$5,352.3 
GRPM Invesco S&P MidCap 400 GARP ETF
-1.18%
-$3,627.16 
VOO Vanguard S&P 500 ETF
-1.18%
-$3.87M 
UNH UnitedHealth Group Incorporated
-1.17%
-$60,781.1 
DFUS Dimensional U.S. Equity Market ETF
-1.17%
-$5,632.23 
IWB iShares Russell 1000 ETF
-1.17%
-$1.53M 
IVV iShares Core S&P 500 ETF
-1.17%
-$3.26M 
KKR KKR & Co. Inc.
-1.16%
-$8,094.72 
CGUS Capital Group Core Equity ETF
-1.15%
-$143,744.12 
IWR iShares Russell Mid-Cap ETF
-1.15%
-$24,253.74 
ICLN iShares Global Clean Energy ETF
-1.15%
-$98,269.14 
ESGU iShares ESG Aware MSCI USA ETF
-1.14%
-$59,117.83 
VRSN Verisign Inc.
-1.13%
-$4,365.35 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.13%
-$5.09M 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.12%
-$7,271.58 
PYPL PayPal Holdings Inc
-1.12%
-$6,264.32 
BBD Banco Bradesco S.A. ADR
-1.12%
-$684.99 
BWA BorgWarner Inc.
-1.11%
-$2,026.05 
ADI Analog Devices, Inc.
-1.1%
-$69,542.3 
BALI iShares Adaptive Large Cap ETF
-1.09%
-$3,174.14 
IBIT iShares Bitcoin Trust
-1.08%
-$4,349.06 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.08%
-$9,536.24 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.07%
-$9,917.7 
NVDA NVIDIA Corporation
-1.05%
-$747,822.4 
ODFL Old Dominion Freight Line, Inc.
-1.04%
-$6,558.13 
EMR Emerson Electric Co.
-1.04%
-$15,203.15 
DB Deutsche Bank AG
-1.03%
-$3,920.2 
GILD Gilead Sciences Inc.
-1.01%
-$34,786.02 
ARCC Ares Capital Corporation
-1.01%
-$2,955.15 
R Ryder System Inc.
-1.01%
-$3,484.8 
PLD Prologis Inc.
-1%
-$20,265.39 
IJH iShares Core S&P Mid-Cap ETF
-1%
-$264,193.57 
ALSN Allison Transmission Holdings Inc.
-0.99%
-$2,003.68 
MDY SPDR S&P MidCap 400 ETF Trust
-0.99%
-$38,354.82 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.98%
-$2,219.66 
CGDV Capital Group Dividend Value ETF
-0.98%
-$53,071.12 
VT Vanguard Total World Stock ETF
-0.98%
-$39,650.55 
URTH iShares MSCI World ETF
-0.96%
-$6,555.54 
URI United Rentals, Inc.
-0.96%
-$11,395.4 
MIDD The Middleby Corporation
-0.96%
-$1,224.08 
GPIX S&P 500 Core Premium Income Fund
-0.95%
-$35,626.05 
IJR iShares Core S&P Small-Cap ETF
-0.95%
-$154,936.6 
TROW T. Rowe Price Group, Inc.
-0.95%
-$3,141.12 
MDT Medtronic plc
-0.94%
-$10,729.8 
RCL Royal Caribbean Group
-0.94%
-$21,097.94 
BDEC Innovator U.S. Equity Buffer ETF
-0.94%
-$11,536.71 
FQAL Fidelity Quality Factor ETF
-0.94%
-$87,733.82 
AZN AstraZeneca PLC American Depositary Shares
-0.92%
-$13,268.55 
CRS Carpenter Technology Corporation
-0.92%
-$1,270.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.91%
-$150,234.39 
SFLR Innovator Equity Managed Floor ETF
-0.91%
-$12,768.84 
BMY Bristol-Myers Squibb Company
-0.91%
-$15,329.05 
VPL Vanguard FTSE Pacific ETF
-0.9%
-$2,577.96 
MMM 3M Company
-0.89%
-$9,163.98 
IOO iShares Global 100 ETF
-0.89%
-$10,898.08 
CGGE Capital Group Global Equity ETF
-0.88%
-$16,919.87 
SAP SAP SE Sponsored ADR
-0.87%
-$5,877.3 
GAB Gabelli Equity Trust Inc.
-0.86%
-$623.34 
EVR Evercore Inc.
-0.86%
-$2,447.57 
IBM International Business Machines Corporation
-0.86%
-$58,398.2 
CLVT Clarivate Plc
-0.86%
-$259.71 
GAM General American Investors Company, Inc.
-0.86%
-$2,898.76 
SIZE iShares MSCI USA Size Factor ETF
-0.85%
-$8,857.04 
MS Morgan Stanley
-0.83%
-$35,311.12 
FIS Fidelity National Information Services, Inc.
-0.82%
-$4,246.23 
IVVB iShares Large Cap Deep Buffer ETF
-0.81%
-$4,666.1 
PPG PPG Industries Inc.
-0.81%
-$7,464.6 
REGN Regeneron Pharmaceuticals, Inc.
-0.81%
-$5,339.55 
VO Vanguard Mid-Cap ETF
-0.8%
-$154,240.45 
MLI Mueller Industries Inc.
-0.8%
-$1,675.19 
EUSA iShares MSCI USA Equal Weighted ETF
-0.79%
-$22,500.11 
EALT Bear Family of Funds, Inc.
-0.77%
-$3,283.28 
TNL Travel + Leisure Co.
-0.77%
-$1,965 
YUM Yum! Brands, Inc.
-0.76%
-$5,685.6 
AOA iShares Core Aggressive Allocation ETF
-0.76%
-$10,479.14 
BIDD iShares International Dividend Active ETF
-0.73%
-$2,546.66 
BAC Bank of America Corporation
-0.72%
-$43,322.25 
CFG Citizens Financial Group, Inc.
-0.72%
-$3,921.5 
SPGP Invesco S&P 500 GARP ETF
-0.72%
-$3,099.39 
WAB Wabtec Corporation
-0.72%
-$7,148.96 
WSM Williams-Sonoma, Inc.
-0.72%
-$6,102 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.7%
-$2,736.95 
DMAY FT Vest US Equity Deep Buffer Fund
-0.69%
-$2,790.22 
MOAT VanEck Morningstar Wide Moat Fund
-0.69%
-$2,762.76 
IJS iShares S&P Small-Cap 600 Value ETF
-0.69%
-$1,739.88 
MFG Mizuho Financial Group Inc. ADR
-0.69%
-$4,013.31 
DD DuPont de Nemours, Inc.
-0.67%
-$1,914.9 
DHI D.R. Horton, Inc.
-0.66%
-$5,530.57 
EMOP AB Emerging Markets Opportunities ETF
-0.66%
-$888,434.24 
FIVE Five Below, Inc.
-0.65%
-$1,644.86 
BN Brookfield Corporation
-0.65%
-$2,040.72 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.65%
-$1,574.95 
FCX Freeport-McMoRan Inc.
-0.64%
-$21,892.95 
TOL Toll Brothers Inc
-0.64%
-$1,389.75 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.63%
-$3,136.48 
CRUS Cirrus Logic, Inc.
-0.63%
-$1,632.68 
HUBB Hubbell Inc.
-0.63%
-$1,396.8 
UPS United Parcel Service, Inc.
-0.61%
-$9,858 
PCTY Paylocity Holding Corporation
-0.61%
-$2,099.02 
CGBL Capital Group Core Balanced ETF
-0.61%
-$39,131.24 
FDX FedEx Corporation
-0.6%
-$20,576.8 
IWS iShares Russell Mid-Cap Value ETF
-0.59%
-$2,046.33 
SIVR abrdn Physical Silver Shares ETF
-0.59%
-$2,498.56 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.58%
-$2,183.68 
IHI iShares U.S. Medical Devices ETF
-0.58%
-$3,454.9 
ROP Roper Technologies Inc.
-0.58%
-$3,261.19 
RJF Raymond James Financial Inc.
-0.58%
-$1,830.92 
EVUS iShares ESG Aware MSCI USA Value ETF
-0.58%
-$3,531.37 
RSP Invesco S&P 500 Equal Weight ETF
-0.56%
-$8,639.4 
IXUS iShares Core International Stock ETF
-0.56%
-$8,342.77 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.56%
-$10,269.17 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$4,446.26 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.55%
-$4,508.98 
BIIB Biogen Inc.
-0.55%
-$2,518.12 
DJUL FT Vest US Equity Deep Buffer Fund
-0.55%
-$5,561.37 
DDTD Innovator Equity Dual Directional 10 Buffer ETF - December
-0.55%
-$6,058.78 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.55%
-$1,046.38 
ABNB Airbnb, Inc.
-0.54%
-$5,782.45 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$4,609.6 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.53%
-$2,028.98 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.53%
-$3,574.82 
AMGN Amgen Inc.
-0.53%
-$41,897.5 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
-0.53%
-$1,420.43 
DJUN FT VEST US Equity Deep Buffer Fund
-0.53%
-$1,507.32 
DLTR Dollar Tree, Inc.
-0.52%
-$1,770.6 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.52%
-$2,612.64 
FNOV FT Vest US Equity Buffer ETF
-0.52%
-$1,352.38 
DDSQ Innovator Equity Dual Directional 5 Buffer ETF™ — Quarterly
-0.51%
-$5,782.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$6,040.1 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.5%
-$19,063.8 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.5%
-$1,077.22 
COR Cencora, Inc.
-0.49%
-$3,383.38 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.49%
-$7,093.98 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$36,893.61 
TDY Teledyne Technologies Incorporated
-0.48%
-$1,601.66 
HYDB iShares High Yield Systematic Bond ETF
-0.48%
-$2,680.84 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.48%
-$4,379.46 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.47%
-$1,397.74 
AVLV Avantis U.S. Large Cap Value ETF
-0.47%
-$1,404.04 
AMP Ameriprise Financial, Inc.
-0.47%
-$3,174.19 
CTVA Corteva Inc.
-0.47%
-$756.24 
APO Apollo Global Management, Inc.
-0.47%
-$2,801.76 
MTZ MasTec, Inc. Common Stock
-0.46%
-$674.62 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.46%
-$7,369.34 
CAT Caterpillar Inc.
-0.46%
-$62,917.19 
SYY Sysco Corporation
-0.46%
-$3,502.12 
USMV iShares MSCI USA Min Vol Factor ETF
-0.44%
-$101,093.4 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.44%
-$1,073.64 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.44%
-$1,478.98 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.44%
-$896.61 
DIS The Walt Disney Company
-0.43%
-$9,402.24 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.42%
-$7,437.84 
XLV Health Care Select Sector SPDR Fund
-0.41%
-$3,065.23 
LII Lennox International Inc.
-0.41%
-$593.88 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.4%
-$1,485.73 
SFBS ServisFirst Bancshares Inc.
-0.39%
-$2,652.98 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.39%
-$1,469.4 
VFLO VictoryShares Free Cash Flow ETF
-0.39%
-$10,040 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.38%
-$1,106.37 
ASML ASML Holding N.V. New York Registry Shares
-0.38%
-$12,722.59 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
-0.38%
-$1,306.48 
PFG Principal Financial Group, Inc.
-0.38%
-$2,296.41 
ROKU Roku, Inc.
-0.37%
-$1,509.16 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.37%
-$407.15 
UBS UBS Group AG
-0.37%
-$2,825.2 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.36%
-$10,629.8 
PRU Prudential Financial, Inc.
-0.36%
-$2,739.41 
ADM Archer-Daniels-Midland Co
-0.36%
-$10,325.59 
UMAR Innovator U.S. Equity Ultra Fund
-0.36%
-$2,085.4 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$10,193.75 
WWJD Inspire International ETF
-0.34%
-$1,044.63 
NDAQ Nasdaq, Inc.
-0.34%
-$1,745.92 
JAVA JPMorgan Active Value ETF
-0.34%
-$1.45M 
GWW W.W. Grainger, Inc.
-0.34%
-$3,715.47 
VONV Vanguard Russell 1000 Value Index Fund
-0.33%
-$3,708.14 
NKE Nike, Inc. - Class B
-0.32%
-$819.48 
AME Ametek Inc.
-0.32%
-$2,450.4 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.32%
-$748.24 
PHYL PGIM Active High Yield Bond ETF
-0.31%
-$4,700.74 
IRM Iron Mountain Inc.
-0.31%
-$1,148.7 
DFAT Dimensional US Targeted Value ETF
-0.31%
-$833.49 
IWD iShares Russell 1000 Value ETF
-0.31%
-$43,777.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.3%
-$8,472.22 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.3%
-$2,305.8 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
-0.3%
-$732.84 
JEPI JPMorgan Equity Premium Income Fund
-0.3%
-$4,881.04 
ISRG Intuitive Surgical, Inc.
-0.3%
-$3,452.16 
JIVE JPMorgan International Value ETF
-0.29%
-$14,417.7 
UJAN Innovator U.S. Equity Ultra Fund
-0.29%
-$900.99 
IDMO Invesco S&P International Developed Momentum ETF
-0.29%
-$891.65 
GMAR FT Vest US Equity Moderate B Fund
-0.29%
-$994.63 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.28%
-$785.34 
FOXA Fox Corporation
-0.28%
-$1,145.52 
SCHF Schwab International Equity ETF
-0.28%
-$871.2 
TEL TE Connectivity plc
-0.28%
-$1,975.94 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.28%
-$758.56 
ESS Essex Property Trust, Inc.
-0.27%
-$760.72 
MA Mastercard Incorporated
-0.27%
-$17,256.69 
IWX iShares Russell Top 200 Value ETF
-0.27%
-$941.23 
GEV GE Vernova Inc.
-0.27%
-$13,965.42 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.26%
-$3,018.48 
PBFB PGIM U.S. Large-Cap Buffer ETF February
-0.26%
-$573.07 
VIG Vanguard Dividend Appreciation ETF
-0.25%
-$10,546.9 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.25%
-$1,187.94 
CTSH Cognizant Technology Solutions Corporation
-0.24%
-$921.28 
BALT Inn Defined Wealth Shield Mutual Fund
-0.24%
-$5,574.98 
PHM PulteGroup Inc.
-0.23%
-$1,095.12 
FDVV Fidelity High Dividend ETF
-0.22%
-$189,103.41 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$436.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.2%
-$19,540.64 
DMAR FT Vest US Equity Deep Buffer Fund
-0.2%
-$2,089.98 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.2%
-$2,102.68 
IUSV iShares Core S&P U.S. Value ETF
-0.19%
-$535.04 
ALLE Allegion plc
-0.19%
-$905.38 
CAH Cardinal Health Inc.
-0.18%
-$1,008.64 
IVE ISHARES S&P 500 VALUE ETF
-0.18%
-$586.09 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.18%
-$174,912.34 
SCHV Schwab U.S. Large-Cap Value ETF
-0.18%
-$17,293.68 
CSX CSX Corporation
-0.17%
-$2,099.59 
BNDX Vanguard Total International Bond ETF
-0.16%
-$315.52 
IXG iShares Global Financials ETF
-0.15%
-$818.24 
TSCO Tractor Supply Company
-0.15%
-$463 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.15%
-$13,598.06 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.14%
-$458.22 
DG Dollar General Corporation
-0.13%
-$1,715.58 
AAAU Goldman Sachs Physical Gold ETF
-0.13%
-$2,034.39 
MCO Moody's Corporation
-0.13%
-$1,553.92 
GNMA iShares GNMA Bond ETF
-0.12%
-$417.35 
PAB PGIM Active Aggregate Bond ETF
-0.12%
-$10,868.56 
EFA iShares MSCI EAFE ETF
-0.12%
-$3,314.64 
IAU iShares Gold Trust
-0.12%
-$37,256.22 
GLD SPDR Gold Shares
-0.11%
-$946.56 
SYLD Cambria Shareholder Yield ETF
-0.11%
-$389.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.11%
-$324.83 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$318.81 
OUNZ VanEck Merk Gold Trust
-0.1%
-$389.28 
SNY Sanofi American Depositary Receipt
-0.1%
-$198.8 
UNP Union Pacific Corporation
-0.1%
-$4,110.53 
RBC RBC Bearings Incorporated
-0.1%
-$164.42 
LECO Lincoln Electric Holdings, Inc.
-0.1%
-$263.24 
IAUM iShares Gold Trust Micro
-0.1%
-$245.92 
IEFA iShares Core MSCI EAFE ETF
-0.09%
-$120,664.35 
PCAR PACCAR Inc.
-0.09%
-$881.3 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.09%
-$2,279.41 
CTAS Cintas Corporation
-0.08%
-$595.67 
PH Parker-Hannifin Corporation
-0.08%
-$1,864.28 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.08%
-$9,022.79 
IGEB iShares Investment Grade Corporate Bond ETF
-0.07%
-$992.51 
MBB iShares MBS ETF
-0.07%
-$810.03 
AXP American Express Company
-0.07%
-$4,849.11 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.07%
-$195.76 
ALLY Ally Financial Inc.
-0.07%
-$115.28 
HBAN Huntington Bancshares Incorporated
-0.07%
-$248.94 
AYI Acuity Brands Inc.
-0.06%
-$193.99 
GM General Motors Company
-0.06%
-$861.55 
MPC Marathon Petroleum Corporation
-0.06%
-$7,522.48 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$203.57 
CGCP Capital Group Core Plus Income ETF
-0.05%
-$165.05 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$988.59 
IYG iShares U.S. Financial Services ETF
-0.04%
-$29,591.08 
SECU iShares Securitized Income Active ETF
-0.04%
-$90.18 
INCY Incyte Corporation
-0.04%
-$91.67 
MUB iShares National Muni Bond ETF
-0.04%
-$8,784.68 
CCK Crown Holdings Inc.
-0.04%
-$115.44 
JBND JPMorgan Active Bond ETF
-0.03%
-$5,245.64 
GRMN Garmin Ltd.
-0.03%
-$114.45 
CGCB Capital Group Core Bond ETF
-0.02%
-$116.1 
BINC iShares Flexible Income Active ETF
-0.01%
-$15,800.86 
CMI Cummins Inc.
0%
-$109.65 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
-$6.32 Events
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Dividends
Dividend Analysis
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| Trades 5004 | Longs Won 3186/5004 63% | Profit Factor 10.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.8M |
| Average Win $477,922.75 | Best Trade (Oct 15) $90.25M | Sharpe Ratio -10.16 |
| Average Loss -$77,618 | Worst Trade (Mar 30) -$20.15M | Z-Score 19.18 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $276,411.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,444 | $427,676.61 | $594,572.16 | - | $166,895.55 | 39.02% | -1.658% |
| AAAU Goldman Sachs Physical Gold ETF | 36,989 | $1.48M | $1.52M | - | $37,060.27 | 2.5% | -0.134% |
| AAPL Apple Inc. | 249,904 | $62.33M | $85.67M | - | $23.34M | 37.45% | +0.24% |
| ABBV AbbVie Inc. | 39,038 | $7.49M | $11.13M | - | $3.65M | 48.71% | +0.635% |
| ABFL Abacus FCF Leaders ETF | 1.98M | $136.71M | $156.84M | - | $20.14M | 14.73% | -1.355% |
| ABLD Aba Fcf Real Asset Laddered ETF | 2.07M | $61.79M | $65.17M | - | $3.37M | 5.46% | +0.961% |
| ABNB Airbnb, Inc. | 6,119 | $760,590.84 | $1.06M | - | $300,046.02 | 39.45% | -0.542% |
| ABT Abbott Laboratories | 18,978 | $2.36M | $1.99M | - | -$369,977.31 | -15.69% | +0.067% |
| ACN Accenture plc Class A | 5,666 | $1.8M | $1.28M | - | -$513,121.57 | -28.54% | +0.818% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 24,745 | $1.37M | $1.84M | - | $466,439.71 | 34.04% | -0.556% |
| ADBE Adobe Inc. | 3,005 | $1.02M | $734,812.65 | - | -$281,773.2 | -27.72% | -2.837% |
| ADI Analog Devices, Inc. | 15,698 | $3.63M | $6.27M | - | $2.64M | 72.73% | -1.097% |
| ADM Archer-Daniels-Midland Co | 35,002 | $2.42M | $2.89M | - | $468,467.07 | 19.33% | -0.356% |
| ADP Automatic Data Processing Inc. | 7,345 | $2.1M | $2.11M | - | $5,462.75 | 0.26% | +0.48% |
| ADSK Autodesk, Inc. | 2,641 | $794,811.33 | $630,116.19 | - | -$164,695.14 | -20.72% | -2.68% |
| ADT ADT Inc. | 13,817 | $90,574.52 | $94,991.87 | - | $4,417.35 | 4.88% | +0.219% |
| AEE Ameren Corporation | 3,156 | $336,444.08 | $334,693.8 | - | -$1,750.28 | -0.52% | +2.207% |
| AEM Agnico Eagle Mines Limited | 16,001 | $2.05M | $3.01M | - | $959,640.82 | 46.74% | +0.395% |
| AEP American Electric Power Company, Inc. | 12,157 | $1.23M | $1.54M | - | $315,807.93 | 25.75% | +2.084% |
| AFL Aflac Inc. | 7,555 | $802,336.89 | $903,124.7 | - | $100,787.81 | 12.56% | +1.262% |
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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 - $171.58M, Vanguard S&P 500 ETF - $108.41M, Vanguard Total Bond Market Index Fund - $87.87M, Vanguard Total International Bond ETF - $45.98M, and iShares A.I. Innovation and Tech Active ETF - $42.04M. 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 - $6.71M, Fidelity Value Factor ETF - $3.15M, JPMorgan Hedged Equity Laddered Overlay ETF - $2.14M, UnitedHealth Group Incorporated - $1.43M, 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 $425M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $113.39M, Vanguard Total International Bond ETF - $66.63M, Vanguard Total Bond Market Index Fund - $58.13M, Fidelity Total Bond ETF - $27.96M, and Vanguard S&P 500 ETF - $13.94M. 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.
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