LWM
Lodestone Wealth Management LLC Portfolio
Invests via Lodestone Wealth Management LLC | Managed by Daniel (Dan) Murphy, Andrew McDirmid
Invests via Lodestone Wealth Management LLC
Managed by Daniel (Dan) Murphy, Andrew McDirmid
Automatically Tracked
Company Profile
Lodestone Wealth Management LLC operates as a dynamic financial advisory firm specializing in providing comprehensive wealth management services to a diverse clientele. Established by seasoned professionals with significant experience across various sectors, the company excels in guiding high-net-worth individuals and families through complex financial landscapes. With an emphasis on tailored strategies that consider personal objectives, Lodestone combines market insight with individual circumstances to foster lasting partnerships. The firm's commitment to client success underscores its relevance within the competitive wealth management space, particularly as clients navigate evolving economic conditions.
Lodestone Wealth Management LLC operates as a dynamic financial advisory firm specializing in providing comprehensive wealth management services to a diverse clientele. Established by seasoned professionals with significant experience across various sectors, the company excels in guiding high-net-worth individuals and families through complex financial landscapes. With an emphasis on tailored strategies that consider personal objectives, Lodestone combines market insight with individual circumstances to foster lasting partnerships. The firm's commitment to client success underscores its relevance within the competitive wealth management space, particularly as clients navigate evolving economic conditions.
Investment Philosophy & Strategy
Guided by a commitment to personalized service, Lodestone Wealth Management LLC emphasizes bespoke strategies for high-net-worth clients. This advisory firm leverages its diverse team’s expertise to create wealth management solutions that align with individual aspirations and market trends. The focus on adaptability enables it to respond effectively to shifting economic landscapes while fostering trust-based relationships. By integrating thorough analysis with proactive engagement, the company distinguishes itself in the financial advisory sector, prioritizing client outcomes above all else.
Guided by a commitment to personalized service, Lodestone Wealth Management LLC emphasizes bespoke strategies for high-net-worth clients. This advisory firm leverages its diverse team’s expertise to create wealth management solutions that align with individual aspirations and market trends. The focus on adaptability enables it to respond effectively to shifting economic landscapes while fostering trust-based relationships. By integrating thorough analysis with proactive engagement, the company distinguishes itself in the financial advisory sector, prioritizing client outcomes above all else.
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:
67.32%
Gain -0.21%
Monthly
1.34%
Yearly
17.31%
Drawdown
18.28%
$287.51M
Equity
Holdings
$287.51M
Investment
$202.45M
$92.54M
Profit -$421,435.44
Realized
$7.48M
Unrealized
$85.06M
Dividends
$17.71M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$421,435.44
Win %
68%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$2.87M
Win %
68%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.68M
Win %
68%
This Year
Compared to last year
Gain
2%
Profit
$5.63M
Win %
68%
BZAI Blaize Holdings Inc.
+5.98%
+$117.6 
ELV Elevance Health, Inc.
+4.95%
+$58.92 
AVAV AeroVironment Inc.
+4.45%
+$3,533.46 
AAPL Apple Inc.
+3.58%
+$336,696.82 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$28.29 
SID Companhia Siderúrgica Nacional S.A. - ADR
+3.01%
+$83.8 
CACI Caci International Inc.
+2.85%
+$363.09 
CMCSA Comcast Corp
+2.36%
+$378.74 
WEX Wex Inc.
+2.26%
+$311.02 
PYPL PayPal Holdings Inc
+2.19%
+$2,384.88 
DVN Devon Energy Corporation
+2.11%
+$1,294.79 
UBER Uber Technologies, Inc.
+2.1%
+$4,845.47 
GTLB GitLab Inc.
+2.09%
+$4,210.77 
ISRG Intuitive Surgical, Inc.
+2.03%
+$1,238.68 
JKHY Jack Henry & Associates, Inc.
+1.85%
+$38.22 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$217.49 
RDW Redwire Corporation
+1.68%
+$90 
FOX Fox Corporation Class B Common Stock
+1.68%
+$139.2 
T AT&T Inc.
+1.67%
+$3,445.68 
CLH Clean Harbors Inc.
+1.63%
+$20.64 
ABBV AbbVie Inc.
+1.62%
+$1,193.97 
DIS The Walt Disney Company
+1.6%
+$5,811.6 
MELI MercadoLibre, Inc.
+1.59%
+$8,434.62 
EXPE Expedia Group, Inc.
+1.59%
+$436.82 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.57%
+$111.36 
EBAY eBay Inc.
+1.47%
+$22,021.76 
HONA Honeywell Aerospace Inc.
+1.43%
+$881.02 
MO Altria Group, Inc.
+1.35%
+$1,878.64 
EWZ iShares MSCI Brazil ETF
+1.31%
+$35 
HSY The Hershey Company
+1.23%
+$185.68 
ACN Accenture plc Class A
+1.2%
+$816.57 
SIRI Sirius XM Holdings Inc.
+1.17%
+$175.54 
SFL SFL Corporation Ltd.
+1.12%
+$186.76 
PSQ ProShares Short QQQ
+1.08%
+$223.16 
LMT Lockheed Martin Corporation
+1.07%
+$1,730.95 
TWST Twist Bioscience Corporation
+1.06%
+$53.2 
WBD Warner Bros. Discovery, Inc.
+1.04%
+$900.16 
FTNT Fortinet Inc.
+1.04%
+$78.24 
PANW Palo Alto Networks, Inc.
+1%
+$1,033.6 
AON Aon plc
+0.99%
+$124.23 
HMC Honda Motor Co., Ltd.
+0.99%
+$173.91 
BTI British American Tobacco p.l.c. ADR
+0.97%
+$15.22 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$113.75 
BP BP p.l.c. Sponsored ADR
+0.88%
+$78.4 
MSI Motorola Solutions, Inc.
+0.86%
+$214.38 
AFG American Financial Group Inc.
+0.85%
+$77.87 
DOW Dow Inc.
+0.85%
+$17.5 
FDX FedEx Corporation
+0.84%
+$4,326.4 
ATAI AtaiBeckley Inc.
+0.82%
+$82.5 
RBLX Roblox Corporation
+0.81%
+$64.44 
VERU Veru Inc.
+0.81%
+$2 
DJT Trump Media & Technology Group Corp.
+0.8%
+$6.44 
ADP Automatic Data Processing Inc.
+0.8%
+$554.93 
PRU Prudential Financial, Inc.
+0.76%
+$230.01 
IEP Icahn Enterprises L.P.
+0.73%
+$112.2 
LNG Cheniere Energy Inc.
+0.72%
+$471.24 
FIG Figma Inc. Class A Common Stock
+0.68%
+$45 
TTD The Trade Desk, Inc. Class A
+0.65%
+$5.13 
NOC Northrop Grumman Corporation
+0.62%
+$364.8 
GOOG Alphabet Inc
+0.62%
+$38,199.6 
GOOGL Alphabet Inc
+0.6%
+$15,102.23 
PS Pluralsight Inc
+0.6%
+$47.3 
XLC Communication Services Select Sector SPDR Fund
+0.6%
+$65.34 
NATL NCR Atleos Corporation
+0.59%
+$10.53 
MNST Monster Beverage Corporation
+0.58%
+$361.5 
BANR Banner Corporation
+0.58%
+$317.34 
JBGS JBG Smith Properties
+0.58%
+$18 
FISV Fiserv, Inc.
+0.58%
+$26.04 
PCAR PACCAR Inc.
+0.57%
+$5,899.5 
EXPD Expeditors International of Washington, Inc.
+0.54%
+$132.6 
C Citigroup Inc.
+0.51%
+$350.38 
BKNG Booking Holdings Inc.
+0.5%
+$197.49 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$4,047.68 
USB U.S. Bancorp
+0.5%
+$345.65 
ZETA Zeta Global Holdings Corp.
+0.49%
+$17.7 
ITW Illinois Tool Works Inc.
+0.48%
+$145.92 
FAST Fastenal Co.
+0.47%
+$624.22 
FITB Fifth Third Bancorp
+0.46%
+$6,454.25 
MTB M&T Bank Corporation
+0.45%
+$3,023.82 
SPCX Space Exploration Technologies Corp. Class A
+0.45%
+$120.78 
VZ Verizon Communications Inc.
+0.44%
+$343.64 
GD General Dynamics Corporation
+0.42%
+$39.96 
KBE SPDR S&P Bank ETF
+0.41%
+$13.75 
VSNT Versant Media Group, Inc.
+0.4%
+$3.75 
COP ConocoPhillips
+0.38%
+$7,563.92 
PAYX Paychex Inc.
+0.37%
+$17.63 
UNP Union Pacific Corporation
+0.35%
+$162.36 
WSO Watsco Inc.
+0.34%
+$71.69 
TFC Truist Financial Corporation
+0.34%
+$11.05 
PGR Progressive Corporation
+0.34%
+$12.32 
KO The Coca-Cola Company
+0.33%
+$1,785.24 
CB Chubb Limited
+0.32%
+$167.7 
AMP Ameriprise Financial, Inc.
+0.32%
+$194.25 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+0.3%
+$10 
CLFD Clearfield Inc.
+0.28%
+$28.32 
RTX RTX Corporation
+0.28%
+$481.6 
RIVN Rivian Automotive, Inc.
+0.28%
+$4.95 
MRSH Marsh & McLennan Companies, Inc.
+0.25%
+$191.4 
TJX The TJX Companies, Inc.
+0.24%
+$148.8 
DEO Diageo plc Sponsored ADR
+0.23%
+$34.4 
CINF Cincinnati Financial Corporation
+0.23%
+$57.76 
TRV The Travelers Companies, Inc.
+0.19%
+$19.88 
MSFT Microsoft Corp.
+0.18%
+$12,118.6 
AIZ Assurant Inc.
+0.18%
+$21 
HIG The Hartford Insurance Group, Inc.
+0.16%
+$38.05 
DE Deere & Company
+0.13%
+$93.09 
SPG Simon Property Group, Inc.
+0.09%
+$2,899.78 
TDG TransDigm Group Inc.
+0.09%
+$2.91 
VEEV Veeva Systems Inc.
+0.08%
+$17.22 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$2,356.8 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$353.58 
BNY BlackRock New York Municipal Income Trust
+0.06%
+$0.4 
FAAA Fidelity AAA CLO ETF
+0.06%
+$10.77 
NOW ServiceNow, Inc.
+0.05%
+$59.22 
EMN Eastman Chemical Company
+0.03%
+$10.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$44.59 
NVS Novartis AG Sponsored ADR
+0.01%
+$6.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$0.51 
ABNB Airbnb, Inc.
0%
$0 
ACM Aecom
0%
$0 
ACLS Axcelis Technologies, Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AG First Majestic Silver Corp
0%
$0 
AI C3.ai Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
APA APA Corporation
0%
$0 
ARMK Aramark
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BALL Ball Corp.
0%
$0 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BCE BCE Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
CACC Credit Acceptance Corporation
0%
$0 
CART Maplebear Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CLPT ClearPoint Neuro Inc.
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTSH Cognizant Technology Solutions Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQX Equinox Gold Corp.
0%
$0 
EQT EQT Corporation
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXC Exelon Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FUBO FuboTV Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
HEI Heico Corporation
0%
$0 
HL Hecla Mining Company
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
IREN IREN Limited
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JBL Jabil Inc.
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCK McKesson Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NVR NVR, Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
ONDS Ondas Holdings Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OZK Bank OZK
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLD Prologis Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PMT Pennymac Mortgage Investment Trust
0%
$0 
PRCT Procept BioRobotics Corporation
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RPM RPM International Inc.
0%
$0 
RUM Rumble Inc.
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
RYN Rayonier Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SITM SiTime Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
SRE Sempra
0%
$0 
STE STERIS plc
0%
$0 
SYNA Synaptics Incorporated
0%
$0 
TEL TE Connectivity plc
0%
$0 
TGT Target Corporation
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TRIP Tripadvisor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VTRS Viatris Inc.
0%
$0 
WAL Western Alliance Bancorporation
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYL Xylem Inc.
0%
$0 
ZIM ZIM Integrated Shipping Services Ltd.
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
ARKF Ark Fintech Innovation ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DTEC Alps Disruptive Technologies ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
GUSH Direxion Daily S&P Oil & Gas Exploration & Production Bull 2X Shares
0%
$0 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
IYM iShares U.S. Basic Materials ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
0%
$0 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
JPIN JPMorgan Diversified Return International Equity ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
USAI Pacer American Energy Independence ETF
0%
$0 
VAW Vanguard Materials ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOX Vanguard Communication Services ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
VYX NCR Voyix Corp
0%
$0 
ETH Ethan Allen Interiors Inc
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
0%
$0 
SOLV Solventum Corporation
0%
$0 
RBRK Rubrik, Inc.
0%
$0 
VIK Viking Holdings Ltd
0%
$0 
GRAL Grail, Inc.
0%
$0 
CGIC Capital Group International Core Equity ETF
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
URAN Themes Uranium & Nuclear ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
0%
$0 
XRPI XRP ETF
0%
$0 
CRCL Circle Internet Group, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 CGC
CGC
0%
$0 
RMT Royce Micro-Cap Trust, Inc.
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 GDXU
GDXU
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$51,711.66 
VCX Fundrise Innovation Fund, LLC
-10.77%
-$4.05 
BURU Nuburu Inc.
-10%
-$8.02 
HBM Hudbay Minerals Inc.
-7.53%
-$1,085 
KEEL Keel Infrastructure Corp.
-7.28%
-$54 
FCX Freeport-McMoRan Inc.
-6.57%
-$2,522.52 
OKLO Oklo Inc.
-6.3%
-$643.2 
CRWV CoreWeave, Inc.
-6.08%
-$1,310.92 
NG NovaGold Resources Inc.
-5.93%
-$480 
CRI Carter's Inc.
-5.83%
-$20.57 
FDS FactSet Research Systems Inc.
-5.81%
-$534.93 
TAOX TAO Synergies Inc.
-5.71%
-$4.6 
FPS Forgent Power Solutions, Inc.
-5.69%
-$1,526.76 
CIFR Cipher Mining Inc.
-5.68%
-$12,308.16 
LRCX Lam Research Corporation
-5.67%
-$60,108.2 
EXK Endeavour Silver Corp.
-5.61%
-$1,250 
SMR NuScale Power Corporation
-5.6%
-$2.42 
INTC Intel Corporation
-5.57%
-$73,082.4 
PSLV Sprott Physical Silver Trust
-5.37%
-$888.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.33%
-$5,955.72 
SIVR abrdn Physical Silver Shares ETF
-5.32%
-$408 
BHP BHP Group Ltd.
-5.3%
-$1,418.1 
REMX VanEck Rare Earth and Strategic Metals ETF
-5.27%
-$804 
OSS One Stop Systems, Inc.
-5.11%
-$9,425.76 
NBIS Nebius Group N.V.
-5.09%
-$5,104.08 
AA Alcoa Corporation
-4.77%
-$12.1 
CRDO Credo Technology Group Holding Ltd.
-4.53%
-$4,406.19 
KGC Kinross Gold Corporation
-4.32%
-$978.75 
PAAS Pan American Silver Corp.
-4.22%
-$53.52 
RIO Rio Tinto Plc Sponsored ADR
-4.21%
-$847.78 
TEM Tempus AI, Inc.
-4.14%
-$1,686.56 
BSX Boston Scientific Corporation
-4.14%
-$411.06 
NLR VanEck Uranium and Nuclear ETF
-4.12%
-$70.98 
ALNY Alnylam Pharmaceuticals Inc
-4.07%
-$52.45 
URNM Sprott Uranium Miners ETF
-4.04%
-$356.5 
ASTS AST SpaceMobile, Inc.
-4.02%
-$4,849.32 
BE Bloom Energy Corporation
-4.01%
-$5,395.01 
CPRT Copart Inc.
-4%
-$825.6 
GDXJ VanEck Junior Gold Miners ETF
-3.93%
-$1,595.12 
NVTS Navitas Semiconductor Corporation
-3.88%
-$7,495.65 
EOSE Eos Energy Enterprises Inc.
-3.85%
-$1,355.52 
ARM Arm Holdings plc American Depositary Receipt
-3.8%
-$20.1 
WPM Wheaton Precious Metals Corp.
-3.75%
-$939.2 
DNN Denison Mines Corp.
-3.73%
-$250 
SSRM Ssr Mining Inc.
-3.7%
-$695 
XME SPDR S&P Metals & Mining ETF
-3.69%
-$905.37 
ATI ATI Inc.
-3.69%
-$372.89 
AMKR Amkor Technology Inc.
-3.54%
-$12,579.84 
LEN Lennar Corporation
-3.52%
-$45,372.06 
GDX VanEck Gold Miners ETF
-3.44%
-$1,624.5 
MRVL Marvell Technology, Inc.
-3.42%
-$30,292.15 
BROS Dutch Bros Inc.
-3.42%
-$153.5 
ASM Avino Silver & Gold Mines Ltd.
-3.4%
-$1,250 
CHKP Check Point Software Technologies Ltd.
-3.37%
-$100.1 
JELD Jeld-Wen Holding, Inc.
-3.34%
-$11.27 
AMD Advanced Micro Devices, Inc.
-3.32%
-$47,577.97 
RGLD Royal Gold Inc.
-3.26%
-$847.44 
NIO Nio Inc.
-3.24%
-$18 
CSIQ Canadian Solar Inc.
-3.19%
-$184.9 
GLW Corning Incorporated
-3.16%
-$1,389.83 
KLAC KLA Corporation
-3.13%
-$3,208.8 
KKR KKR & Co. Inc.
-3.1%
-$2,855.32 
MRP Millrose Properties Inc.
-2.97%
-$35.3 
BITU ProShares Ultra Bitcoin ETF
-2.95%
-$201.2 
AEM Agnico Eagle Mines Limited
-2.92%
-$1,219.52 
GEV GE Vernova Inc.
-2.88%
-$1,505.35 
BX Blackstone Inc.
-2.86%
-$51,412.33 
LULU lululemon athletica inc.
-2.85%
-$71 
MHK Mohawk Industries, Inc.
-2.84%
-$72.6 
CEG Constellation Energy Corporation
-2.7%
-$11,688.25 
SOLS Sollensys Corp
-2.69%
-$333.2 
NLY Annaly Capital Management, Inc.
-2.68%
-$16.34 
VST Vistra Corp
-2.67%
-$117.02 
CAG Conagra Brands Inc.
-2.65%
-$249.02 
MXI iShares Global Materials ETF
-2.63%
-$806.34 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.57%
-$3,771.03 
WY Weyerhaeuser Company
-2.57%
-$641.48 
B BARRICK MINING CORP Common Stock (ABR0)
-2.51%
-$896 
KD Kyndryl Holdings Inc.
-2.5%
-$19.5 
CBRS Cerebras Systems Inc.
-2.48%
-$29.16 
IVR Invesco Mortgage Capital Inc.
-2.47%
-$5.25 
IBM International Business Machines Corporation
-2.46%
-$2,446.74 
ARTY iShares Future AI & Tech ETF
-2.46%
-$3,068.16 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$18,569.02 
SMH VanEck Semiconductor ETF
-2.45%
-$168.54 
DHI D.R. Horton, Inc.
-2.43%
-$50,297.25 
TRP TC Energy Corporation
-2.42%
-$66 
FSM Fortuna Mining Corp
-2.39%
-$295 
NVDA NVIDIA Corporation
-2.36%
-$134,576.64 
ZBH Zimmer Biomet Holdings, Inc.
-2.3%
-$110.92 
SOBO South Bow Corporation
-2.28%
-$6.8 
AXON Axon Enterprise, Inc.
-2.28%
-$3,980.55 
CARR Carrier Global Corporation
-2.27%
-$512.85 
AMSC American Superconductor Corporation
-2.22%
-$1,493.05 
SRVR Pacer Data & Infrastructure Real Estate ETF
-2.21%
-$90.44 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$73,916.48 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$5,431.65 
NVT nVent Electric plc
-2.11%
-$5,812.25 
CGXU Capital Group International Focus Equity ETF
-2.11%
-$102,978.75 
ARR Armour Residential REIT Inc.
-2.1%
-$412.08 
VLN Valens Semiconductor Ltd.
-2.08%
-$87.5 
WGO Winnebago Industries, Inc.
-2.07%
-$27.37 
ES Eversource Energy
-2.05%
-$537.54 
HWM Howmet Aerospace Inc.
-2.04%
-$109.36 
DFEV Dimensional Emerging Markets Value ETF
-2.04%
-$161.98 
ANET Arista Networks, Inc.
-2.03%
-$6,476.25 
CROX Crocs, Inc.
-2.03%
-$10,924.84 
OTIS Otis Worldwide Corporation
-2.02%
-$39.2 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$571.17 
NEM Newmont Corporation
-2%
-$118.68 
NKE Nike, Inc. - Class B
-1.99%
-$716.69 
MTUM iShares MSCI USA Momentum Factor ETF
-1.98%
-$41,555.34 
XIFR Xplr Infrastructure Partners L.P.
-1.96%
-$251.62 
AVEM Avantis Emerging Markets Equity ETF
-1.96%
-$15.04 
XMMO Invesco S&P MidCap Momentum ETF
-1.96%
-$9,439.33 
SYK Stryker Corporation
-1.93%
-$1,118.25 
MRK Merck & Co., Inc.
-1.92%
-$92,968.15 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$3,231.62 
STCE Schwab Crypto Thematic ETF
-1.84%
-$1,074.33 
AEHR Aehr Test Systems
-1.83%
-$4,205.25 
ILMN Illumina, Inc.
-1.82%
-$309.59 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$22.68 
COF Capital One Financial Corporation
-1.77%
-$228.14 
RKLB Rocket Lab Corporation
-1.76%
-$4,372.29 
ABT Abbott Laboratories
-1.76%
-$2,142.3 
GLD SPDR Gold Shares
-1.73%
-$21,318.25 
MPC Marathon Petroleum Corporation
-1.73%
-$1,621.5 
SGOL abrdn Physical Gold Shares ETF
-1.72%
-$388.08 
MAC The Macerich Company
-1.69%
-$47,383.83 
HOOD Robinhood Markets, Inc.
-1.69%
-$434.85 
Q Qnity Electronics Inc.
-1.68%
-$21.1 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$629.26 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-1.63%
-$203.01 
FMC FMC Corporation
-1.63%
-$34.8 
FIX Comfort Systems USA, Inc.
-1.6%
-$51.74 
KEYS Keysight Technologies, Inc.
-1.6%
-$1,913.3 
PH Parker-Hannifin Corporation
-1.59%
-$1,753.92 
TOST Toast Inc.
-1.56%
-$48.48 
ROBO ROBO Global Robotics & Automation Index ETF
-1.55%
-$37.98 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$6,630.76 
HD The Home Depot, Inc.
-1.54%
-$18,445.63 
CGNG Capital Group New Geography Equity ETF
-1.53%
-$16,241.58 
FFIV F5 Inc.
-1.52%
-$362.85 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.52%
-$32.76 
CGGO Capital Group Global Growth Equity ETF
-1.5%
-$17,336.88 
MCO Moody's Corporation
-1.48%
-$56.2 
TAN Invesco Solar ETF
-1.47%
-$240.1 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$79.52 
KMI Kinder Morgan, Inc.
-1.45%
-$549.64 
RVT Royce Small-Cap Trust, Inc.
-1.43%
-$27.82 
META Meta Platforms Inc Class A
-1.43%
-$32,989.89 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$451.56 
GEHC GE HealthCare Technologies Inc.
-1.41%
-$55.2 
GBTC Grayscale Bitcoin Trust ETF
-1.41%
-$261.8 
UL Unilever PLC Sponsored American Depositary Receipt
-1.4%
-$227.59 
AMT American Tower Corporation
-1.39%
-$143.96 
BITB Bitwise Bitcoin ETF
-1.39%
-$347.51 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$9,135 
TSCO Tractor Supply Company
-1.38%
-$888.77 
APH Amphenol Corporation
-1.38%
-$2,092.16 
AMBA Ambarella, Inc.
-1.35%
-$575.67 
TXG 10x Genomics Inc.
-1.35%
-$34.58 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$1,050.64 
CHD Church & Dwight Co., Inc.
-1.34%
-$39.65 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$9,286.76 
BEN Franklin Resources Inc.
-1.33%
-$10.01 
VLTO Veralto Corporation
-1.33%
-$55.44 
CAT Caterpillar Inc.
-1.33%
-$1,700.31 
ETR Entergy Corporation
-1.32%
-$56.8 
CWB SPDR Bloomberg Convertible Securities ETF
-1.32%
-$104.12 
MSCI MSCI Inc.
-1.3%
-$28.84 
WKHS Workhorse Group Inc.
-1.3%
-$0.04 
DOCN DigitalOcean Holdings Inc.
-1.3%
-$10,211.64 
DPZ Domino's Pizza Inc.
-1.29%
-$1,123.2 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-1.26%
-$289.2 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$7,123.56 
RELX Relx PLC Sponsored ADR
-1.25%
-$25.8 
SFM Sprouts Farmers Market, Inc.
-1.25%
-$69.16 
DG Dollar General Corporation
-1.24%
-$17.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$53,060.4 
MS Morgan Stanley
-1.23%
-$421.35 
AOD Abrdn Total Dynamic Dividend Fund
-1.22%
-$194.61 
NVO Novo Nordisk A/S Sponsored ADR
-1.21%
-$670.14 
KIM Kimco Realty Corporation
-1.21%
-$128.53 
RYT Invesco S&P 500 Equal Weight ETF
-1.2%
-$123.97 
VRSK Verisk Analytics Inc.
-1.2%
-$304.59 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$1.12 
VCLT Vanguard Long-Term Corporate Bond Fund
-1.16%
-$16.6 
VGLT Vanguard Long-Term Treasury Fund
-1.16%
-$45.14 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$6,472.41 
SCHF Schwab International Equity ETF
-1.15%
-$1,695.85 
TSLA Tesla, Inc.
-1.13%
-$9,289.28 
INDA ISHARES MSCI INDIA ETF
-1.13%
-$85.8 
DFIS Dimensional International Small Cap ETF
-1.1%
-$95.94 
LIN Linde plc
-1.09%
-$122.16 
HDB HDFC Bank Limited ADR
-1.09%
-$70.08 
RGS Regis Corporation
-1.09%
-$3.6 
TXN Texas Instruments Inc
-1.08%
-$1,223.88 
WCN Waste Connections Inc.
-1.07%
-$76.12 
ATO Atmos Energy Corporation
-1.07%
-$49.84 
JGRW Jensen Quality Growth ETF
-1.06%
-$246.74 
BTU Peabody Energy Corporation
-1.06%
-$156.86 
CGGR Capital Group Growth ETF
-1.06%
-$13,865.44 
VB Vanguard Small-Cap ETF
-1.04%
-$5,837.69 
VGT Vanguard Information Technology ETF
-1.03%
-$1,969.12 
BMY Bristol-Myers Squibb Company
-1.02%
-$1,079.1 
RMOP Rockefeller Opportunistic Municipal Bond ETF
-1.02%
-$198.25 
LOW Lowe's Companies Inc.
-1.01%
-$227.7 
MPLX MPLX LP
-1.01%
-$2,981.07 
NET Cloudflare Inc.
-1.01%
-$5,103.7 
AVGO Broadcom Inc.
-1.01%
-$12,144.03 
RNRG Global X Renewable Energy Producers ETF
-1%
-$97.84 
ACHR Archer Aviation Inc.
-1%
-$56.27 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1%
-$490.14 
CGBL Capital Group Core Balanced ETF
-0.99%
-$5,304.75 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.99%
-$161.13 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$3,704.8 
DSI iShares MSCI KLD 400 Social ETF
-0.98%
-$71.5 
SKYY First Trust Cloud Computing ETF
-0.97%
-$957.78 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.96%
-$128.52 
AEP American Electric Power Company, Inc.
-0.96%
-$164.4 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$1,566.51 
NUE Nucor Corporation
-0.94%
-$129.06 
MMM 3M Company
-0.94%
-$145.7 
FDN First Trust Dow Jones Internet Index Fund
-0.93%
-$1,058.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$12.54 
AVDE Avantis International Equity ETF
-0.92%
-$8.55 
VO Vanguard Mid-Cap ETF
-0.91%
-$6,197.5 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$1.8 
IYR iShares U.S. Real Estate ETF
-0.9%
-$1,128.4 
O Realty Income Corporation
-0.9%
-$48.6 
CION Cion Investment Corporation
-0.9%
-$239.72 
KHC The Kraft Heinz Company
-0.89%
-$84.04 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.88%
-$349.37 
GS The Goldman Sachs Group, Inc.
-0.88%
-$596.64 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.88%
-$197.76 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.88%
-$21.16 
HAUZ Xtrackers International Real Estate ETF
-0.87%
-$48.95 
BLK BlackRock, Inc.
-0.87%
-$899.52 
AME Ametek Inc.
-0.87%
-$20.5 
YUM Yum! Brands, Inc.
-0.87%
-$139.86 
IMTM iShares MSCI International Momentum Factor ETF
-0.86%
-$2,877.42 
VNQ Vanguard Real Estate ETF
-0.86%
-$1,771.2 
DUK Duke Energy Corporation
-0.85%
-$261.62 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$25,944.2 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.85%
-$888.37 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.85%
-$3,223.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$63.24 
BAX Baxter International Inc.
-0.84%
-$102.5 
AMLP Alerian MLP ETF
-0.84%
-$1,040.11 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.83%
-$237.6 
CGCP Capital Group Core Plus Income ETF
-0.82%
-$94,307.94 
XSMO Invesco S&P SmallCap Momentum ETF
-0.82%
-$15,524.31 
EME EMCOR Group, Inc.
-0.82%
-$549.13 
SBUX Starbucks Corporation
-0.81%
-$734.67 
LHX L3Harris Technologies, Inc.
-0.81%
-$24.24 
CGUS Capital Group Core Equity ETF
-0.81%
-$23,572.44 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.81%
-$67.09 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.81%
-$1,884 
OLN Olin Corporation
-0.8%
-$71.12 
CTAS Cintas Corporation
-0.8%
-$67.2 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.8%
-$738.24 
GPC Genuine Parts Company
-0.79%
-$279.03 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.78%
-$15.22 
MBB iShares MBS ETF
-0.78%
-$17.87 
SCHH Schwab U.S. REIT ETF
-0.78%
-$74.52 
AVIG Avantis Core Fixed Income ETF
-0.77%
-$190.03 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.77%
-$33.21 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$79.3 
WEC WEC Energy Group Inc.
-0.75%
-$2,229.6 
JVAL JPMorgan U.S. Value Factor ETF
-0.74%
-$316.36 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.74%
-$26.74 
DB Deutsche Bank AG
-0.74%
-$27 
TKO Tko Group Holdings Inc.
-0.74%
-$15.51 
CGDV Capital Group Dividend Value ETF
-0.74%
-$47,883.25 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.73%
-$173.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$20.52 
VTV Vanguard Value ETF
-0.72%
-$34,752.24 
BA Boeing Company
-0.72%
-$4,033.43 
WU Western Union Co.
-0.72%
-$21.7 
TAXF American Century Diversified Municipal Bond ETF
-0.72%
-$1,195.25 
SUSA iShares MSCI USA ESG Select ETF
-0.71%
-$36.63 
AVA Avista Corp.
-0.71%
-$51.15 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.71%
-$25.28 
CGCB Capital Group Core Bond ETF
-0.7%
-$14,979.06 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.7%
-$117.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$1,683 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$2,245.8 
SOFI SoFi Technologies, Inc.
-0.69%
-$1,299.72 
YUMC Yum China Holdings Inc.
-0.68%
-$56.84 
ORLY O'Reilly Automotive Inc.
-0.68%
-$386.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$2,115.54 
DAL Delta Air Lines, Inc.
-0.68%
-$36.91 
CGMU Capital Group Municipal Income ETF
-0.68%
-$1,980.72 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$3,838.65 
NWG NatWest Group plc Sponsored ADR
-0.67%
-$24.62 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.66%
-$12.2 
SO The Southern Company
-0.66%
-$256.94 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$468.95 
EWU iShares MSCI United Kingdom ETF
-0.65%
-$15.5 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$7,272.7 
FDXF FedEx Freight Holding Company Inc.
-0.63%
-$651.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$50.63 
SCHK Schwab 1000 Index ETF
-0.63%
-$194.58 
GOOD Gladstone Commercial Corporation
-0.62%
-$22.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$1,877.4 
ESGV Vanguard ESG U.S. Stock ETF
-0.62%
-$77.66 
NTAP NetApp, Inc.
-0.62%
-$38.76 
CGIE Capital Group International Equity ETF
-0.62%
-$3,627.33 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$24,059.59 
CPNG Coupang Inc.
-0.61%
-$36 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.61%
-$0.49 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$336.96 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,147.54 
ALK Alaska Air Group Inc.
-0.59%
-$63.84 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$6,527.76 
IVV iShares Core S&P 500 ETF
-0.59%
-$4,117.75 
ZTS Zoetis Inc.
-0.59%
-$3,209.95 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$9,942.79 
IDA Idacorp Inc.
-0.58%
-$54.51 
GWW W.W. Grainger, Inc.
-0.58%
-$7.4 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.58%
-$7.84 
BNDX Vanguard Total International Bond ETF
-0.57%
-$1,979.1 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$1,467.3 
XLE Energy Select Sector SPDR Fund
-0.57%
-$4,991.67 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$10,675.08 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$462.6 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$2,756.39 
APD Air Products and Chemicals, Inc.
-0.54%
-$11.23 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$251.45 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$2,470.8 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.52%
-$401.44 
AVMV Avantis U.S. Mid Cap Value ETF
-0.51%
-$4.1 
BGRN iShares USD Green Bond ETF
-0.51%
-$154.07 
PFE Pfizer Inc.
-0.5%
-$490.42 
VUG Vanguard Growth ETF
-0.5%
-$673.2 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.5%
-$27.36 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$92.12 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$58.32 
HACK Amplify Cybersecurity ETF
-0.49%
-$216 
SPLV Invesco S&P 500 Low Volatility ETF
-0.49%
-$1,000.79 
DD DuPont de Nemours, Inc.
-0.48%
-$3.72 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$27.26 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.48%
-$18,119.14 
CVX Chevron Corporation
-0.48%
-$10,732.6 
DFIV Dimensional International Value ETF
-0.48%
-$12,541.2 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$885.5 
OEF iShares S&P 100 ETF
-0.46%
-$171.27 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$1,650.29 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.45%
-$1,085.28 
CGDG Capital Group Dividend Growers ETF
-0.45%
-$2,365.55 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.43%
-$245.93 
CGCV Capital Group Conservative Equity ETF
-0.43%
-$1,796.9 
SCHP Schwab U.S. TIPS ETF
-0.43%
-$0.33 
CM Canadian Imperial Bank of Commerce
-0.42%
-$195.84 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$4,522.48 
TTE TotalEnergies SE
-0.41%
-$186.2 
AJG Arthur J. Gallagher & Co.
-0.41%
-$124.23 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.41%
-$1,387 
RY Royal Bank of Canada
-0.41%
-$72.67 
BUD Anheuser-Busch InBev S.A. ADR
-0.41%
-$6.02 
GE General Electric Company
-0.4%
-$374.66 
LAD Lithia Motors Inc.
-0.4%
-$2.96 
BURL Burlington Stores Inc.
-0.4%
-$5.76 
INTU Intuit Inc.
-0.4%
-$107.5 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$64.67 
AVLV Avantis U.S. Large Cap Value ETF
-0.39%
-$3.65 
DFE WisdomTree Europe SmallCap Dividend Fund
-0.39%
-$5.4 
CGSM Capital Group Short Duration Municipal Income ETF
-0.36%
-$148.39 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$17,456.64 
CVE Cenovus Energy Inc.
-0.34%
-$13,396.35 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$11,954.85 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$2,514.96 
SAN Banco Santander S.A. Sponsored ADR
-0.34%
-$8.9 
JPM JPMorgan Chase & Co.
-0.33%
-$15,754.44 
CTVA Corteva Inc.
-0.33%
-$5.6 
UHAL U-Haul Holding Company
-0.33%
-$0.42 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.32%
-$7.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$1,614.47 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$63 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$244.25 
CGSD Capital Group Short Duration Income ETF
-0.31%
-$26,341.28 
UHAL-B U-Haul Holding Company
-0.31%
-$3,201.79 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$104.52 
LYB LyondellBasell Industries N.V.
-0.31%
-$20.6 
ARCO Arcos Dorados Holdings Inc.
-0.31%
-$2.87 
XLF Financial Select Sector SPDR Fund
-0.31%
-$1,792.89 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.3%
-$61.48 
AVSF Avantis Short-Term Fixed Income ETF
-0.3%
-$76.44 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.3%
-$52.35 
AWK American Water Works Company, Inc.
-0.3%
-$24.78 
OGN Organon & Co.
-0.29%
-$0.84 
RCL Royal Caribbean Group
-0.29%
-$33 
VONV Vanguard Russell 1000 Value Index Fund
-0.28%
-$41.27 
MDT Medtronic plc
-0.28%
-$72.42 
STEW SRH Total Return Fund, Inc.
-0.28%
-$10 
JNJ Johnson & Johnson
-0.27%
-$4,184.29 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.27%
-$18.72 
IDV iShares International Select Dividend ETF
-0.27%
-$636.36 
CME CME Group Inc.
-0.26%
-$9.23 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.25%
-$163.2 
WFC Wells Fargo & Company
-0.25%
-$299.7 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.25%
-$3,873.8 
HLT Hilton Worldwide Holdings Inc.
-0.25%
-$13.77 
FELV Fidelity Enhanced Large Cap Value ETF
-0.25%
-$174.09 
MKL Markel Group Inc.
-0.25%
-$693.62 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$8.4 
AFL Aflac Inc.
-0.23%
-$308.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.23%
-$66.5 
NEE NextEra Energy, Inc.
-0.23%
-$62.13 
KMB Kimberly-Clark Corporation
-0.22%
-$439.12 
HDV iShares Core High Dividend ETF
-0.19%
-$19.52 
ECL Ecolab Inc.
-0.18%
-$1.5 
MCD McDonald's Corporation
-0.18%
-$1,127.18 
TROW T. Rowe Price Group, Inc.
-0.18%
-$8.93 
AMZN Amazon.com Inc
-0.17%
-$6,053.82 
GCOW Pacer Global Cash Cows Dividend ETF
-0.17%
-$156.32 
CL Colgate-Palmolive Company
-0.17%
-$86.55 
GNL Global Net Lease, Inc.
-0.17%
-$22.98 
PPL PPL Corporation
-0.16%
-$6.54 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.16%
-$4,357.44 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$734.72 
DIV Global X SuperDividend U.S. ETF
-0.15%
-$17.73 
BAC Bank of America Corporation
-0.15%
-$3,600.12 
SHOP Shopify Inc.
-0.15%
-$32.68 
LLY Eli Lilly and Company
-0.13%
-$509.76 
DVY iShares Select Dividend ETF
-0.12%
-$9.31 
ETHW Bitwise Ethereum ETF
-0.11%
-$28.76 
OKE ONEOK, Inc.
-0.1%
-$8 
TMUS T-Mobile US, Inc.
-0.1%
-$79.2 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$7,135.05 
WMT Walmart Inc.
-0.08%
-$510.88 
CVS CVS Health Corporation
-0.07%
-$10.92 
WELL Welltower Inc.
-0.06%
-$4.8 
GSY Invesco Ultra Short Duration ETF
-0.06%
-$17.07 
SRLN SPDR Blackstone Senior Loan ETF
-0.05%
-$0.04 
V Visa Inc. Class A
-0.04%
-$886.93 
JHG Janus Henderson Group plc
-0.04%
-$9.14 
EFX Equifax Inc.
-0.03%
-$7.32 
PEP PepsiCo, Inc.
-0.03%
-$17.2 
COST Costco Wholesale Corporation
-0.02%
-$295.37 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$55.12 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3214 | Longs Won 2234/3214 69% | Profit Factor 6.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,734.45 |
| Average Win $49,330.61 | Best Trade (Sep 03) $5.74M | Sharpe Ratio -12.72 |
| Average Loss -$17,997.56 | Worst Trade (Jun 30) -$9.44M | Z-Score 17.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $28,792.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 5 | $278 | $241.55 | - | -$36.45 | -13.11% | -4.77% |
| AAPL Apple Inc. | 29,783 | $3.95M | $9.73M | - | $5.78M | 146.21% | +3.585% |
| ABBV AbbVie Inc. | 293 | $66,452.28 | $74,710.6 | - | $8,258.32 | 12.43% | +1.624% |
| ABNB Airbnb, Inc. | 92 | $12,486 | $15,411.05 | - | $2,925.05 | 23.43% | 0.0 |
| ABT Abbott Laboratories | 1,158 | $144,325.77 | $119,714.04 | - | -$24,611.73 | -17.05% | -1.758% |
| ACHR Archer Aviation Inc. | 1,023 | $7,693 | $5,570.23 | - | -$2,122.77 | -27.59% | -1% |
| ACLS Axcelis Technologies, Inc. | 17 | $3,221 | $1,940.29 | - | -$1,280.71 | -39.76% | 0.0 |
| ACM Aecom | 1,184 | $112,729.31 | $74,242.72 | - | -$38,486.59 | -34.14% | 0.0 |
| ACN Accenture plc Class A | 387 | $117,223.75 | $68,851.17 | - | -$48,372.58 | -41.27% | +1.2% |
| ADBE Adobe Inc. | 27 | $9,450 | $6,725.97 | - | -$2,724.03 | -28.83% | 0.0 |
| ADI Analog Devices, Inc. | 3 | $814 | $1,085.61 | - | $271.61 | 33.37% | 0.0 |
| ADP Automatic Data Processing Inc. | 263 | $67,518.71 | $70,307.79 | - | $2,789.08 | 4.13% | +0.796% |
| ADSK Autodesk, Inc. | 185 | $54,762 | $38,923.85 | - | -$15,838.15 | -28.92% | 0.0 |
| AEHR Aehr Test Systems | 2,403 | $122,663.1 | $225,425.43 | - | $102,762.33 | 83.78% | -1.831% |
| AEM Agnico Eagle Mines Limited | 206 | $34,871 | $40,509.9 | - | $5,638.9 | 16.17% | -2.922% |
| AEP American Electric Power Company, Inc. | 137 | $15,797 | $16,915.39 | - | $1,118.39 | 7.08% | -0.963% |
| AFG American Financial Group Inc. | 65 | $8,884 | $9,209.07 | - | $325.07 | 3.66% | +0.853% |
| AFL Aflac Inc. | 1,144 | $127,730.2 | $130,953.68 | - | $3,223.48 | 2.52% | -0.235% |
| AG First Majestic Silver Corp | 1,500 | $24,990 | $30,285 | - | $5,295 | 21.19% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 83 | $8,290 | $7,973.81 | - | -$316.19 | -3.81% | -0.631% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Lodestone Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Simon Property Group, Inc - $1.82M, JPMorgan Chase & Co - $1.55M, Bank of America Corporation - $1.23M, American Express Company - $1.18M, and JPMorgan Ultra-Short Income ETF - $1.07M. 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: Chevron Corporation - $7.04M, Pfizer Inc - $473,452.27, Devon Energy Corporation - $399,275.64, BioNTech SE - $339,810, and Occidental Petroleum Corporation - $180,578.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lodestone Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.71M earned over time. The largest contributors to dividend income include Chevron Corporation - $2.75M, JPMorgan Ultra-Short Income ETF - $1.06M, Capital Group Core Plus Income ETF - $748,260.23, Capital Group Short Duration Income ETF - $555,593.75, and Simon Property Group, Inc - $542,702.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lodestone Wealth Management LLC's monthly returns?
Lodestone Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lodestone Wealth Management LLC's strategy be considered aggressive or moderate?
Lodestone Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lodestone Wealth Management LLC's strategy?
Lodestone Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
