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:
38.82%
Gain +1.31%
Monthly
1.09%
Yearly
13.85%
Drawdown
12.83%
$271.18M
Equity
Holdings
$271.18M
Investment
$188.33M
$101.48M
Profit +$4.23M
Realized
$18.63M
Unrealized
$82.85M
Dividends
$16.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.31%
Profit
$4.23M
Win %
71%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.23M
Win %
71%
This Month
Compared to last month
Gain
-0.7%
Profit
-$1.92M
Win %
71%
This Year
Compared to last year
Gain
10.48%
Profit
$25.71M
Win %
71%
CPNG Coupang Inc.
+14.25%
+$862 
KLAC KLA Corporation
+12.92%
+$16,560 
LRCX Lam Research Corporation
+12.65%
+$163,775.84 
ALK Alaska Air Group Inc.
+12%
+$1,330 
ASTS AST SpaceMobile, Inc.
+11.73%
+$8,427.52 
MU Micron Technology, Inc.
+11.69%
+$176,478.32 
ARM Arm Holdings plc American Depositary Receipt
+11.32%
+$2,644.8 
AMAT Applied Materials, Inc.
+11.17%
+$333.06 
MRVL Marvell Technology, Inc.
+11.12%
+$131,180.3 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.06%
+$33,900.86 
VERU Veru Inc.
+10.51%
+$31 
CLF Cleveland-Cliffs Inc.
+10.39%
+$12.9 
IREN IREN Limited
+10.07%
+$7,873.23 
TER Teradyne, Inc.
+9.73%
+$473.34 
ASM Avino Silver & Gold Mines Ltd.
+9.49%
+$3,120 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$72,669.25 
AMKR Amkor Technology Inc.
+9.39%
+$50,730.78 
INTC Intel Corporation
+9.28%
+$145,176.59 
TWST Twist Bioscience Corporation
+9.27%
+$1,821.2 
RKLB Rocket Lab Corporation
+9.26%
+$27,205.08 
JELD Jeld-Wen Holding, Inc.
+9.2%
+$24.15 
AAL American Airlines Group Inc.
+9.16%
+$424.35 
ATOM Atomera Inc.
+9.1%
+$124.1 
EXK Endeavour Silver Corp.
+9.03%
+$1,340 
ATI ATI Inc.
+8.78%
+$788.9 
NVTS Navitas Semiconductor Corporation
+8.34%
+$23,828.85 
CCL Carnival Corporation Ltd.
+8.27%
+$2,607.95 
AMD Advanced Micro Devices, Inc.
+7.96%
+$84,574.98 
BROS Dutch Bros Inc.
+7.91%
+$477 
RUM Rumble Inc.
+7.71%
+$178.2 
CIFR Cipher Mining Inc.
+7.66%
+$8,415.47 
MHK Mohawk Industries, Inc.
+7.66%
+$155.8 
AG First Majestic Silver Corp
+7.64%
+$1,800 
AMSC American Superconductor Corporation
+7.42%
+$2,877.42 
SSRM Ssr Mining Inc.
+7.17%
+$880 
RCL Royal Caribbean Group
+7.14%
+$460.32 
OKLO Oklo Inc.
+7.09%
+$766 
LUV Southwest Airlines Co.
+7.05%
+$2,038.16 
DAL Delta Air Lines, Inc.
+7.04%
+$371.22 
JBL Jabil Inc.
+6.92%
+$1,755.36 
FCX Freeport-McMoRan Inc.
+6.85%
+$391 
GDXJ VanEck Junior Gold Miners ETF
+6.84%
+$3,112.07 
HOOD Robinhood Markets, Inc.
+6.81%
+$117.6 
SMH VanEck Semiconductor ETF
+6.78%
+$464.4 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$40,296.01 
HL Hecla Mining Company
+6.55%
+$1,352.4 
RYAAY Ryanair Holdings plc American Depositary Receipt
+6.53%
+$87.36 
BURU Nuburu Inc.
+6.48%
+$23.5 
HON Honeywell International Inc.
+6.45%
+$12,367.64 
CDE Coeur Mining, Inc.
+6.44%
+$1,986 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.42%
+$96.6 
BE Bloom Energy Corporation
+6.23%
+$7,297.5 
AVAV AeroVironment Inc.
+6.22%
+$2,184.28 
PANW Palo Alto Networks, Inc.
+6.2%
+$489.6 
STCE Schwab Crypto Thematic ETF
+6.2%
+$3,710.63 
PSLV Sprott Physical Silver Trust
+6.18%
+$620 
BHP BHP Group Ltd.
+6.15%
+$56.16 
QCOM QUALCOMM Incorporated
+6.15%
+$162,593.76 
RGTI Rigetti Computing Inc
+6.09%
+$29.62 
UROY Uranium Royalty Corp.
+6.09%
+$170 
VRT Vertiv Holdings Co
+6.06%
+$374.66 
HWM Howmet Aerospace Inc.
+6.05%
+$347.3 
BA Boeing Company
+6.05%
+$34,165.92 
TOL Toll Brothers Inc
+6%
+$83.3 
NXPI NXP Semiconductors N.V.
+5.95%
+$1,749.97 
DELL Dell Technologies Inc.
+5.94%
+$18,301.01 
DJT Trump Media & Technology Group Corp.
+5.91%
+$42.32 
VUZI Vuzix Corporation
+5.84%
+$7 
FDX FedEx Corporation
+5.83%
+$30,797.48 
WSM Williams-Sonoma, Inc.
+5.76%
+$1,204.93 
MCHP Microchip Technology Incorporated
+5.72%
+$829.95 
HEI Heico Corporation
+5.72%
+$183.4 
WHR Whirlpool Corporation
+5.71%
+$659.52 
CRI Carter's Inc.
+5.7%
+$24.64 
ARTY iShares Future AI & Tech ETF
+5.69%
+$7,304.7 
OSK Oshkosh Corporation
+5.65%
+$2,683.45 
BMNR Bitmine Immersion Technologies, Inc.
+5.63%
+$956.56 
URNM Sprott Uranium Miners ETF
+5.62%
+$315.01 
VST Vistra Corp
+5.61%
+$225.33 
EQX Equinox Gold Corp.
+5.55%
+$1,080 
RACE Ferrari N.V.
+5.55%
+$38.46 
SLV iShares Silver Trust
+5.51%
+$5,372.1 
SAN Banco Santander S.A. Sponsored ADR
+5.5%
+$116.59 
GDX VanEck Gold Miners ETF
+5.43%
+$4,922.15 
PAAS Pan American Silver Corp.
+5.37%
+$56.88 
XME SPDR S&P Metals & Mining ETF
+5.36%
+$1,459.26 
TXN Texas Instruments Inc
+5.35%
+$8,706.93 
BLDR Builders FirstSource Inc.
+5.31%
+$27.72 
VIK Viking Holdings Ltd
+5.3%
+$1,538.32 
TAN Invesco Solar ETF
+5.29%
+$1,073.59 
RIVN Rivian Automotive, Inc.
+5.29%
+$85.8 
DHI D.R. Horton, Inc.
+5.28%
+$115,903.93 
AA Alcoa Corporation
+5.26%
+$17.25 
UPS United Parcel Service, Inc.
+5.22%
+$20,535.9 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$1,548 
NEM Newmont Corporation
+5.2%
+$1,370.3 
GD General Dynamics Corporation
+5.2%
+$478.44 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+5.11%
+$112.5 
LTBR Lightbridge Corporation
+5.05%
+$220 
SOFI SoFi Technologies, Inc.
+5.04%
+$3,873.6 
GLW Corning Incorporated
+5.01%
+$2,191.8 
ODFL Old Dominion Freight Line, Inc.
+5%
+$59.05 
KGC Kinross Gold Corporation
+4.99%
+$885 
KEYS Keysight Technologies, Inc.
+4.98%
+$11,371.65 
ADI Analog Devices, Inc.
+4.96%
+$58.38 
NVT nVent Electric plc
+4.96%
+$25,376.82 
ITA iShares U.S. Aerospace & Defense ETF
+4.95%
+$2,702.16 
CHYM Chime Financial, Inc. – Class A Common Stock
+4.93%
+$116.64 
ETN Eaton Corporation plc
+4.88%
+$4,946.4 
CAT Caterpillar Inc.
+4.83%
+$6,697.08 
SPMO Invesco S&P 500 Momentum ETF
+4.82%
+$7,803.19 
NLR VanEck Uranium and Nuclear ETF
+4.8%
+$481.98 
AMGN Amgen Inc.
+4.79%
+$216,899.5 
WPM Wheaton Precious Metals Corp.
+4.78%
+$822.4 
RBLX Roblox Corporation
+4.76%
+$353.52 
ACHR Archer Aviation Inc.
+4.75%
+$245.52 
BURL Burlington Stores Inc.
+4.74%
+$93 
FUBO FuboTV Inc.
+4.71%
+$11.71 
TAOX TAO Synergies Inc.
+4.66%
+$3.4 
TSLA Tesla, Inc.
+4.63%
+$39,704.49 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$90,819.14 
SOLS Sollensys Corp.
+4.61%
+$798.34 
CRCL Circle Internet Group, Inc.
+4.6%
+$726 
RIO Rio Tinto Plc Sponsored ADR
+4.6%
+$883.67 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.58%
+$550.76 
LMT Lockheed Martin Corporation
+4.57%
+$7,439.99 
NKE Nike, Inc. - Class B
+4.54%
+$1,933.15 
DFEV Dimensional Emerging Markets Value ETF
+4.53%
+$334.85 
CGXU Capital Group International Focus Equity ETF
+4.53%
+$184,671 
GEV GE Vernova Inc.
+4.52%
+$2,154.13 
ARCO Arcos Dorados Holdings Inc.
+4.47%
+$43.12 
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$32.56 
FTNT Fortinet Inc.
+4.45%
+$296.64 
AI C3.ai Inc.
+4.44%
+$48 
EME EMCOR Group, Inc.
+4.43%
+$3,234.54 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$10,536.24 
GE General Electric Company
+4.42%
+$4,015.65 
ITB iShares U.S. Home Construction ETF
+4.41%
+$7,970.9 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$1,176.45 
ELF Elf Beauty Inc.
+4.38%
+$28 
FMC FMC Corporation
+4.35%
+$81.78 
XRPC Canary XRP ETF
+4.29%
+$70 
XMMO Invesco S&P MidCap Momentum ETF
+4.28%
+$15,543.84 
NWG NatWest Group plc Sponsored ADR
+4.27%
+$131 
XRPI XRP ETF
+4.27%
+$485.16 
SHW The Sherwin-Williams Company
+4.26%
+$1,229.3 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$136,503.25 
IDMO Invesco S&P International Developed Momentum ETF
+4.22%
+$4,909.06 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.2%
+$80,279.13 
COIN Coinbase Global, Inc.
+4.2%
+$64.6 
DKS Dick's Sporting Goods, Inc.
+4.2%
+$198.42 
CCJ Cameco Corporation
+4.17%
+$396 
NUE Nucor Corporation
+4.16%
+$541.32 
CGNG Capital Group New Geography Equity ETF
+4.09%
+$29,461.87 
CGGO Capital Group Global Growth Equity ETF
+4.04%
+$39,592.26 
CMI Cummins Inc.
+4.03%
+$635.5 
DG Dollar General Corporation
+3.98%
+$48.12 
DB Deutsche Bank AG
+3.97%
+$110.7 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+3.96%
+$7,440 
IMTM iShares MSCI International Momentum Factor ETF
+3.96%
+$12,635.09 
DD DuPont de Nemours Inc.
+3.95%
+$37.38 
GPC Genuine Parts Company
+3.94%
+$1,016.56 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+3.93%
+$37,512.37 
NVS Novartis AG Sponsored ADR
+3.92%
+$3,721.01 
XSMO Invesco S&P SmallCap Momentum ETF
+3.9%
+$72,411.85 
IR Ingersoll Rand Inc.
+3.85%
+$67.87 
RTX RTX Corporation
+3.83%
+$6,269.6 
RGLD Royal Gold Inc.
+3.81%
+$375 
ROBO ROBO Global Robotics & Automation Index ETF
+3.8%
+$184.22 
TDG TransDigm Group Inc.
+3.77%
+$136.98 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$24,033.75 
MXI iShares Global Materials ETF
+3.71%
+$1,049.31 
SCHF Schwab International Equity ETF
+3.67%
+$4,487.42 
HMC Honda Motor Co., Ltd.
+3.66%
+$1,020.89 
IYM iShares U.S. Basic Materials ETF
+3.65%
+$3,619.57 
TGT Target Corporation
+3.65%
+$60,000.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$143,972.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$11,895.74 
NET Cloudflare Inc.
+3.61%
+$15,820.35 
GILD Gilead Sciences Inc.
+3.6%
+$4,095 
TKO Tko Group Holdings Inc.
+3.58%
+$81.4 
VAW Vanguard Materials ETF
+3.56%
+$182.62 
SBUX Starbucks Corporation
+3.53%
+$3,203.82 
ARES Ares Management Corporation
+3.52%
+$58.63 
C Citigroup Inc.
+3.47%
+$2,277.96 
AVGO Broadcom Inc.
+3.47%
+$24,987.28 
AEM Agnico Eagle Mines Limited
+3.46%
+$1,087.68 
RSPT Invesco S&P 500 Equal Weight ETF
+3.46%
+$332.46 
GS The Goldman Sachs Group, Inc.
+3.43%
+$2,263.8 
VTRS Viatris Inc.
+3.42%
+$199.26 
ETHA iShares Ethereum Trust
+3.42%
+$137.34 
CSIQ Canadian Solar Inc.
+3.41%
+$223.6 
CGIC Capital Group International Core Equity ETF
+3.39%
+$2,515.2 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$2,579.79 
IYW iShares U.S. Technology ETF
+3.39%
+$2,465.82 
FNDF Schwab Fundamental International Large Company Index ETF
+3.38%
+$556.16 
VBK Vanguard Small-Cap Growth ETF
+3.37%
+$182.4 
VGT Vanguard Information Technology ETF
+3.32%
+$5,908.32 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$23,380.83 
ETH Grayscale Ethereum Mini Trust ETF
+3.3%
+$802.23 
XLB Materials Select Sector SPDR Fund
+3.27%
+$654.48 
EWJ iShares MSCI Japan ETF
+3.25%
+$571.3 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$576.45 
FTEC Fidelity MSCI Information Technology Index ETF
+3.23%
+$8,870.97 
ARKF Ark Fintech Innovation ETF
+3.23%
+$19.52 
CROX Crocs, Inc.
+3.22%
+$18,404.19 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.19%
+$128 
ONON On Holding AG
+3.18%
+$22.99 
CGIE Capital Group International Equity ETF
+3.17%
+$10,266.75 
PCAR PACCAR Inc.
+3.15%
+$47,251.58 
RPM RPM International Inc.
+3.12%
+$178.75 
GLD SPDR Gold Shares
+3.1%
+$38,492.14 
ETHW Bitwise Ethereum ETF
+3.09%
+$625.68 
EWZ iShares MSCI Brazil ETF
+3.08%
+$697.84 
PH Parker-Hannifin Corporation
+3.08%
+$3,127.36 
VKTX Viking Therapeutics Inc.
+3.06%
+$939.25 
EFA iShares MSCI EAFE ETF
+3.06%
+$24.88 
LHX L3Harris Technologies, Inc.
+3.05%
+$110.75 
ANET Arista Networks, Inc.
+3.04%
+$14,469.87 
SGOL abrdn Physical Gold Shares ETF
+3.04%
+$636.02 
SLYG SPDR S&P 600 Small Cap Growth ETF
+3.03%
+$69.19 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$46,162.5 
EBAY eBay Inc.
+3.01%
+$61,724.8 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$5.68 
XBI SPDR S&P Biotech ETF
+2.99%
+$616 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+2.97%
+$19,750.8 
PHYS Sprott Physical Gold Trust
+2.96%
+$184.73 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$4,507.38 
TRIP Tripadvisor Inc.
+2.94%
+$3.06 
AVDE Avantis International Equity ETF
+2.91%
+$25.3 
SMR NuScale Power Corporation
+2.91%
+$2.7 
MS Morgan Stanley
+2.9%
+$954 
JPIN JPMorgan Diversified Return International Equity ETF
+2.86%
+$2,729.38 
AVDV Avantis International Small Cap Value ETF
+2.83%
+$171.1 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$312.12 
TEL TE Connectivity plc
+2.8%
+$271.68 
IEP Icahn Enterprises L.P.
+2.78%
+$206.4 
IWP iShares Russell Mid-Cap Growth ETF
+2.77%
+$53.06 
EMN Eastman Chemical Company
+2.76%
+$1,014.55 
MAR Marriott International Inc. - Class A
+2.76%
+$106.6 
NLY Annaly Capital Management, Inc.
+2.76%
+$15.93 
IBB iShares Biotechnology ETF
+2.75%
+$396.72 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$10,671.74 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+2.73%
+$70 
NVO Novo Nordisk A/S Sponsored ADR
+2.72%
+$1,453.92 
GBTC Grayscale Bitcoin Trust ETF
+2.71%
+$400.4 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$424.76 
CGGR Capital Group Growth ETF
+2.69%
+$31,902 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.69%
+$3,004.4 
GRAL Grail, Inc.
+2.68%
+$21.98 
DFAI Dimensional International Core Equity Market ETF
+2.68%
+$76,082.37 
BTC Grayscale Bitcoin Mini Trust ETF
+2.67%
+$43.8 
NVR NVR, Inc.
+2.66%
+$43,760.57 
BITB Bitwise Bitcoin ETF
+2.65%
+$702.21 
IBIT iShares Bitcoin Trust
+2.62%
+$92.92 
CARR Carrier Global Corporation
+2.62%
+$719.12 
IVOO Vanguard S&P Mid-Cap 400 ETF
+2.62%
+$1,268.14 
EXPE Expedia Group, Inc.
+2.61%
+$577.72 
UTI Universal Technical Institute Inc.
+2.59%
+$16.48 
LAD Lithia Motors Inc.
+2.58%
+$15.76 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$17,694.54 
HACK Amplify Cybersecurity ETF
+2.57%
+$968 
ECL Ecolab Inc.
+2.57%
+$19.8 
HDB HDFC Bank Limited ADR
+2.56%
+$173.74 
DFIS Dimensional International Small Cap ETF
+2.55%
+$206.75 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$34.16 
CVS CVS Health Corporation
+2.54%
+$388.44 
CSCO Cisco Systems, Inc.
+2.53%
+$105,714.21 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$332.52 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$389.55 
VB Vanguard Small-Cap ETF
+2.52%
+$14,035.68 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.51%
+$4,782.3 
DFE WisdomTree Europe SmallCap Dividend Fund
+2.51%
+$33.62 
JVAL JPMorgan U.S. Value Factor ETF
+2.48%
+$2,819.66 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$4,222.34 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$944.72 
LULU lululemon athletica inc.
+2.45%
+$72.75 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.45%
+$543.84 
COF Capital One Financial Corporation
+2.44%
+$247.38 
TLN Talen Energy Corporation
+2.44%
+$1,321.81 
VT Vanguard Total World Stock ETF
+2.44%
+$266.4 
TT Trane Technologies plc
+2.43%
+$21.86 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.43%
+$479.71 
MAC The Macerich Company
+2.42%
+$73,034.33 
WEN The Wendy's Company
+2.41%
+$15.52 
RGS Regis Corporation
+2.4%
+$7.8 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$9,734.52 
DFAS Dimensional U.S. Small Cap ETF
+2.39%
+$4,893.66 
IONQ IonQ, Inc.
+2.38%
+$2,806.65 
EWU iShares MSCI United Kingdom ETF
+2.38%
+$81.75 
BMY Bristol-Myers Squibb Company
+2.37%
+$2,122.56 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$392 
ZIM ZIM Integrated Shipping Services Ltd.
+2.37%
+$813.6 
WSO Watsco Inc.
+2.33%
+$587.59 
HSY The Hershey Company
+2.33%
+$288.4 
IDV iShares International Select Dividend ETF
+2.31%
+$5,388.81 
SCHE Schwab Emerging Markets Equity ETF
+2.31%
+$690.12 
WBD Warner Bros. Discovery, Inc.
+2.31%
+$1,885.18 
ILMN Illumina, Inc.
+2.3%
+$310.42 
DFIV Dimensional International Value ETF
+2.29%
+$56,229.18 
ARMK Aramark
+2.29%
+$135.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$162.85 
HD The Home Depot, Inc.
+2.26%
+$30,916.44 
DOV Dover Corporation
+2.26%
+$86.94 
LOW Lowe's Companies Inc.
+2.26%
+$1,039.44 
PFE Pfizer Inc.
+2.25%
+$2,609.35 
DISV Dimensional International Small Cap Equity Fund
+2.23%
+$188.49 
RMT Royce Micro-Cap Trust, Inc.
+2.21%
+$51.9 
APH Amphenol Corporation
+2.21%
+$1,470.63 
AOD Abrdn Total Dynamic Dividend Fund
+2.19%
+$306.68 
NVDA NVIDIA Corporation
+2.17%
+$110,565.24 
AVMV Avantis U.S. Mid Cap Value ETF
+2.17%
+$17.1 
FELV Fidelity Enhanced Large Cap Value ETF
+2.15%
+$575.32 
BEN Franklin Resources Inc.
+2.15%
+$14.07 
EOSE Eos Energy Enterprises Inc.
+2.14%
+$768.04 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$1,007.64 
CWB SPDR Bloomberg Convertible Securities ETF
+2.14%
+$223.21 
LLY Eli Lilly and Company
+2.13%
+$8,279.82 
SID Companhia Siderúrgica Nacional S.A. - ADR
+2.12%
+$52.37 
SCHV Schwab U.S. Large-Cap Value ETF
+2.11%
+$3,337.47 
SHOP Shopify Inc.
+2.1%
+$438.11 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+2.1%
+$7,622.66 
VYX NCR Voyix Corp
+2.08%
+$11.46 
PTMC Pacer Trendpilot US Mid Cap ETF
+2.06%
+$111.02 
AME Ametek Inc.
+2.04%
+$45.3 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.04%
+$23.53 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$11,835.26 
MSGE Madison Square Garden Entertainment Corp.
+2.04%
+$103.74 
BX Blackstone Inc.
+2.03%
+$32,467.2 
CGDV Capital Group Dividend Value ETF
+2.02%
+$116,608.37 
AVLV Avantis U.S. Large Cap Value ETF
+2%
+$17.8 
AVUS Avantis U.S. Equity ETF
+1.99%
+$29.52 
ESGV Vanguard ESG U.S. Stock ETF
+1.99%
+$233.68 
WGO Winnebago Industries, Inc.
+1.98%
+$24.52 
FWONA Liberty Media Corporation
+1.96%
+$3.2 
WKHS Workhorse Group Inc.
+1.95%
+$0.06 
VONV Vanguard Russell 1000 Value Index Fund
+1.94%
+$324 
CGUS Capital Group Core Equity ETF
+1.93%
+$50,149.28 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$973.94 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$4,937.34 
NOC Northrop Grumman Corporation
+1.9%
+$1,175.34 
DFUV Dimensional US Marketwide Value ETF
+1.89%
+$4,261.19 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$71,463.38 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$5.94 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$5,364 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.86%
+$4,160.5 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$408.72 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.85%
+$29.64 
GM General Motors Company
+1.85%
+$857.9 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.85%
+$508.28 
TFC Truist Financial Corporation
+1.84%
+$59.48 
BKNG Booking Holdings Inc.
+1.84%
+$663.75 
VO Vanguard Mid-Cap ETF
+1.83%
+$11,842.8 
SUSA iShares MSCI USA ESG Select ETF
+1.83%
+$89.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$69,665.7 
DOCN DigitalOcean Holdings Inc.
+1.82%
+$19,678.31 
CEG Constellation Energy Corporation
+1.82%
+$2,694.51 
SCHK Schwab 1000 Index ETF
+1.8%
+$532.98 
CGBL Capital Group Core Balanced ETF
+1.8%
+$9,529.74 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$1,230.06 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+1.79%
+$3,086.18 
ITW Illinois Tool Works Inc.
+1.78%
+$509.01 
VUG Vanguard Growth ETF
+1.78%
+$2,440.62 
DIS The Walt Disney Company
+1.77%
+$6,151.25 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$28,520.55 
MDB MongoDB Inc.
+1.76%
+$12.24 
XYL Xylem Inc.
+1.75%
+$78.96 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.75%
+$124.02 
DFAT Dimensional US Targeted Value ETF
+1.74%
+$29,855.18 
DUHP Dimensional US High Profitability ETF
+1.74%
+$372.4 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$9.68 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$13,225.69 
TROW T. Rowe Price Group, Inc.
+1.73%
+$250.24 
VOO Vanguard S&P 500 ETF
+1.72%
+$11,488.51 
ARR Armour Residential REIT Inc.
+1.72%
+$323.64 
IVV iShares Core S&P 500 ETF
+1.72%
+$11,105.26 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$917.28 
DEO Diageo plc Sponsored ADR
+1.71%
+$234.78 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$652.5 
MTB M&T Bank Corporation
+1.7%
+$10,806.2 
TM Toyota Motor Corporation
+1.7%
+$7,483.96 
VTV Vanguard Value ETF
+1.68%
+$79,050.02 
CGDG Capital Group Dividend Growers ETF
+1.68%
+$9,580.86 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$7,974.4 
CART Maplebear Inc.
+1.67%
+$58.65 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$88 
TOST Toast Inc.
+1.65%
+$38.4 
AXP American Express Company
+1.64%
+$47,359.4 
SNA Snap-on Inc.
+1.64%
+$31.05 
DSI iShares MSCI KLD 400 Social ETF
+1.61%
+$111 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$6,422.08 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.59%
+$167.4 
TSCO Tractor Supply Company
+1.59%
+$926.59 
EQAL Invesco Russell 1000 Equal Weight ETF
+1.58%
+$1,414.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$2,488.72 
MICC The Magnum Ice Cream Company N.V.
+1.58%
+$16.24 
OEF iShares S&P 100 ETF
+1.57%
+$556.38 
DFSV Dimensional US Small Cap Value ETF
+1.55%
+$14,746.46 
CM Canadian Imperial Bank of Commerce
+1.55%
+$697.68 
DE Deere & Company
+1.53%
+$986.7 
REGN Regeneron Pharmaceuticals, Inc.
+1.52%
+$839.96 
KIM Kimco Realty Corporation
+1.5%
+$171.43 
SFM Sprouts Farmers Market, Inc.
+1.5%
+$98.8 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$239.2 
YUM Yum! Brands, Inc.
+1.49%
+$250.3 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+1.48%
+$26.73 
FITB Fifth Third Bancorp
+1.46%
+$16,286.27 
HAUZ Xtrackers International Real Estate ETF
+1.44%
+$106.28 
USB U.S. Bancorp
+1.43%
+$965.52 
JPM JPMorgan Chase & Co.
+1.42%
+$62,748.4 
SHE SPDR MSCI USA Gender Diversity ETF
+1.41%
+$63.63 
ACM Aecom
+1.4%
+$1,128.96 
AMZN Amazon.com Inc
+1.4%
+$43,757.14 
AAPL Apple Inc.
+1.39%
+$126,068.4 
MRK Merck & Co., Inc.
+1.39%
+$53,067.43 
ABNB Airbnb, Inc.
+1.37%
+$162.84 
UBER Uber Technologies, Inc.
+1.37%
+$4,283.58 
MELI MercadoLibre, Inc.
+1.37%
+$2,692.04 
UHAL U-Haul Holding Company
+1.36%
+$19.2 
PYPL PayPal Holdings Inc
+1.35%
+$1,323.3 
IVR Invesco Mortgage Capital Inc.
+1.33%
+$3.15 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.32%
+$16,348.8 
AOM iShares Core 40/60 Moderate Allocation ETF
+1.29%
+$323.19 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$38.15 
PRU Prudential Financial, Inc.
+1.27%
+$335 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.26%
+$5.46 
FIW First Trust Water ETF
+1.25%
+$143.19 
BUD Anheuser-Busch InBev S.A. ADR
+1.24%
+$19.19 
VGLT Vanguard Long-Term Treasury Fund
+1.24%
+$49.58 
LIN Linde plc
+1.23%
+$150.84 
ULTA Ulta Beauty Inc.
+1.2%
+$6,786.99 
VOE Vanguard Mid-Cap Value ETF
+1.2%
+$3,690.18 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$4,353.23 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$956.03 
CGCV Capital Group Conservative Equity ETF
+1.18%
+$4,810.87 
GEHC GE HealthCare Technologies Inc.
+1.18%
+$45 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.18%
+$18.37 
URI United Rentals, Inc.
+1.16%
+$245.6 
DFNL Davis Select Financial ETF
+1.16%
+$89.1 
OZK Bank OZK
+1.16%
+$44.25 
DLR Digital Realty Trust, Inc.
+1.13%
+$246 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$1.12 
CINF Cincinnati Financial Corporation
+1.12%
+$280.5 
KBE SPDR S&P Bank ETF
+1.1%
+$36 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.09%
+$802.88 
RNRG Global X Renewable Energy Producers ETF
+1.09%
+$114.21 
BAC Bank of America Corporation
+1.09%
+$25,158.38 
GCOW Pacer Global Cash Cows Dividend ETF
+1.06%
+$898.56 
SRVR Pacer Data & Infrastructure Real Estate ETF
+1.06%
+$69.3 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$64.26 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$385.56 
EXPD Expeditors International of Washington, Inc.
+1.03%
+$220.35 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.01%
+$290 
INDA ISHARES MSCI INDIA ETF
+0.99%
+$703.59 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$135.3 
PLD Prologis Inc.
+0.97%
+$18.46 
SPG Simon Property Group, Inc.
+0.96%
+$31,409.88 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.95%
+$361.9 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.95%
+$0.63 
VHT Vanguard Health Care ETF
+0.94%
+$485.08 
NIO Nio Inc.
+0.94%
+$7.28 
BAX Baxter International Inc.
+0.94%
+$190 
WAL Western Alliance Bancorporation
+0.92%
+$7,573.5 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$178.2 
GOOG Alphabet Inc
+0.91%
+$62,907.29 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$164.5 
MNST Monster Beverage Corporation
+0.9%
+$592.86 
IBM International Business Machines Corporation
+0.89%
+$1,253.38 
SLB Schlumberger Limited
+0.88%
+$6.37 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$625.28 
FDN First Trust Dow Jones Internet Index Fund
+0.85%
+$884.8 
RYN Rayonier Inc.
+0.85%
+$49.35 
SDY SPDR S&P Dividend ETF
+0.85%
+$2,679.72 
RY Royal Bank of Canada
+0.84%
+$143.62 
NTR Nutrien Ltd.
+0.84%
+$23.98 
MCD McDonald's Corporation
+0.83%
+$5,654.12 
WY Weyerhaeuser Company
+0.83%
+$369 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.82%
+$173.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$3,018.61 
CTAS Cintas Corporation
+0.82%
+$10.36 
CACI Caci International Inc.
+0.82%
+$89.46 
TRP TC Energy Corporation
+0.81%
+$24.08 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$686.25 
CTA-PA EIDP, Inc.
+0.81%
+$8.6 
XLV Health Care Select Sector SPDR Fund
+0.81%
+$3,177.06 
FFIV F5 Inc.
+0.79%
+$181.13 
FAST Fastenal Co.
+0.78%
+$977.04 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$32,495.82 
PBR Petrobras S.A. Sponsored ADR
+0.77%
+$0.14 
XLF Financial Select Sector SPDR Fund
+0.76%
+$4,059.81 
CAG Conagra Brands Inc.
+0.75%
+$25 
VOX Vanguard Communication Services ETF
+0.72%
+$167.5 
KHC The Kraft Heinz Company
+0.71%
+$30.43 
OTIS Otis Worldwide Corporation
+0.7%
+$21.07 
XIFR Xplr Infrastructure Partners L.P.
+0.7%
+$87.52 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$13.76 
PLTR Palantir Technologies Inc.
+0.69%
+$7,160.28 
MMM 3M Company
+0.68%
+$100.58 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.67%
+$10.5 
HRL Hormel Foods Corporation
+0.66%
+$19.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$70.2 
MBB iShares MBS ETF
+0.65%
+$28.06 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.65%
+$78.12 
OGN Organon & Co.
+0.64%
+$1.78 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$17.86 
DVY iShares Select Dividend ETF
+0.59%
+$45.08 
BNDX Vanguard Total International Bond ETF
+0.58%
+$2,338.56 
AVIG Avantis Core Fixed Income ETF
+0.58%
+$144.72 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$97.47 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$5,136.18 
CGCB Capital Group Core Bond ETF
+0.57%
+$13,592.25 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$10.53 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$46.48 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$385.7 
BLK BlackRock, Inc.
+0.57%
+$613.11 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.57%
+$15,481.09 
ABT Abbott Laboratories
+0.56%
+$568.75 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$64 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.55%
+$518.5 
FOX Fox Corporation Class B Common Stock
+0.54%
+$47.52 
APD Air Products and Chemicals, Inc.
+0.54%
+$10.46 
WFC Wells Fargo & Company
+0.54%
+$762.08 
JGRW Jensen Quality Growth ETF
+0.53%
+$118.02 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.53%
+$29.58 
SRE Sempra
+0.53%
+$1,142.4 
BANR Banner Corporation
+0.53%
+$370.3 
CGCP Capital Group Core Plus Income ETF
+0.52%
+$35,463.36 
PYLD PIMCO Multisector Bond Active ETF
+0.51%
+$6,567.35 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$23.1 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$7 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.5%
+$11.62 
SFL SFL Corporation Ltd.
+0.49%
+$70.62 
UNP Union Pacific Corporation
+0.49%
+$216.48 
BGRN iShares USD Green Bond ETF
+0.49%
+$148.61 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.45%
+$56.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$861.42 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$7.77 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$1.32 
CVE Cenovus Energy Inc.
+0.42%
+$14,096.4 
BTU Peabody Energy Corporation
+0.42%
+$55.44 
FVD First Trust Value Line Dividend Index Fund
+0.42%
+$48.6 
AIZ Assurant Inc.
+0.42%
+$51.36 
MKL Markel Group Inc.
+0.41%
+$1,049.38 
RVT Royce Small-Cap Trust, Inc.
+0.4%
+$7.49 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.39%
+$236.8 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.39%
+$48.96 
GOOGL Alphabet Inc
+0.39%
+$11,771.91 
TJX The TJX Companies, Inc.
+0.38%
+$284.16 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$0.28 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.35%
+$69.66 
PEB-PE Pebblebrook Hotel Trust
+0.35%
+$40.12 
AJG Arthur J. Gallagher & Co.
+0.34%
+$91.02 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$8,569.7 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$209.3 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.28%
+$970.9 
KKR KKR & Co. Inc.
+0.28%
+$175.77 
JHG Janus Henderson Group plc
+0.27%
+$63.98 
DIV Global X SuperDividend U.S. ETF
+0.26%
+$28.55 
AVSF Avantis Short-Term Fixed Income ETF
+0.26%
+$64.44 
JSCP JPMorgan Short Duration Core Plus ETF
+0.26%
+$1,644.48 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$8,138.46 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.24%
+$41.16 
PEG Public Service Enterprise Group Incorporated
+0.23%
+$51.62 
KD Kyndryl Holdings Inc.
+0.22%
+$2 
TEM Tempus AI, Inc.
+0.22%
+$77.66 
JAGG JPMorgan U.S. Aggregate Bond ETF
+0.22%
+$13.57 
ISRG Intuitive Surgical, Inc.
+0.21%
+$156.64 
NATL NCR Atleos Corporation
+0.2%
+$3.51 
RBRK Rubrik, Inc.
+0.2%
+$355.32 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.19%
+$38.48 
TAXF American Century Diversified Municipal Bond ETF
+0.19%
+$891.48 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$19.44 
SOBO South Bow Corporation
+0.19%
+$0.56 
VRP Invesco Variable Rate Preferred ETF
+0.18%
+$0.32 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.18%
+$3.48 
IDXX IDEXX Laboratories, Inc.
+0.17%
+$61.11 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$48.58 
TRV The Travelers Companies, Inc.
+0.17%
+$14.28 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$210 
SKYY First Trust Cloud Computing ETF
+0.16%
+$137.55 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.16%
+$38.56 
TMUS T-Mobile US, Inc.
+0.16%
+$127.6 
CGSD Capital Group Short Duration Income ETF
+0.15%
+$9,407.04 
ZTS Zoetis Inc.
+0.15%
+$28.56 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$5.1 
MPLX MPLX LP
+0.14%
+$376.32 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.14%
+$13.8 
CRWV CoreWeave, Inc.
+0.14%
+$24.05 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$321.75 
UHAL-B U-Haul Holding Company
+0.13%
+$1,290.45 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$3,084.72 
MDT Medtronic plc
+0.11%
+$25.47 
PLW Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF
+0.11%
+$2.76 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$497.8 
CGMU Capital Group Municipal Income ETF
+0.09%
+$316.1 
MZTI The Marzetti Company
+0.09%
+$22.8 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$308.81 
NTES NetEase, Inc. American Depositary Receipt
+0.07%
+$0.54 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$4,801.97 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$11.37 
GSY Invesco Ultra Short Duration ETF
+0.06%
+$19.68 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$5.52 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$134.76 
AFG American Financial Group Inc.
+0.05%
+$4.55 
ENB Enbridge Inc.
+0.04%
+$9.07 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$107.91 
CGSM Capital Group Short Duration Municipal Income ETF
+0.04%
+$19.5 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$4.75 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$208.75 
SCHH Schwab U.S. REIT ETF
+0.02%
+$2.05 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$32.31 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$1.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1.02 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BIF SRH Total Return Fund, Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BLL Ball Corp
0%
$0 
BPRE
0%
$0 
BXMX Nuveen S&P 500 Buy-Write Income Fund
0%
$0 
CGC
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
EB Eventbrite Inc.
0%
$0 
EURN Euronav NV
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
GDXU
0%
$0 
JCI
0%
$0 
L
0%
$0 
LEN
0%
$0 
LYV
0%
$0 
MRP
0%
$0 
Q
0%
$0 
RYH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
SIRI
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
VLTO Veralto Corporation
0%
$0 
XPO
0%
$0 
YNDX Yandex NV
0%
$0 
ORCL Oracle Corporation
-8.58%
-$89,786.68 
ADSK Autodesk, Inc.
-7.1%
-$2,906.35 
ADBE Adobe Inc.
-6.38%
-$401.76 
GUSH Direxion Daily S&P Oil & Gas Exploration & Production Bull 2X Shares
-5.3%
-$154.4 
FDS FactSet Research Systems Inc.
-5.1%
-$419.1 
PRCT Procept BioRobotics Corporation
-4.81%
-$940.8 
DVN Devon Energy Corporation
-4.27%
-$3,687.47 
EFX Equifax Inc.
-3.94%
-$877.7 
SAP SAP SE Sponsored ADR
-3.84%
-$117.72 
COP ConocoPhillips
-3.8%
-$62,385.36 
HUBS HubSpot, Inc.
-3.33%
-$32.15 
PSQ ProShares Short QQQ
-3.31%
-$709.33 
APA APA Corporation
-3.21%
-$92,186.86 
SPGI S&P Global Inc.
-3%
-$76.74 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$43.2 
OXY Occidental Petroleum Corporation
-2.85%
-$58,059.62 
NOW ServiceNow, Inc.
-2.81%
-$506.6 
XOM Exxon Mobil Corporation
-2.68%
-$33,634.38 
CRM Salesforce Inc
-2.6%
-$1,374.85 
INTU Intuit Inc.
-2.58%
-$740.84 
TEAM Atlassian Corporation Class A
-2.56%
-$14.04 
LYB LyondellBasell Industries N.V.
-2.55%
-$167.66 
RELX Relx PLC Sponsored ADR
-2.55%
-$51.9 
FANG Diamondback Energy Inc
-2.52%
-$39,213.76 
WM Waste Management, Inc.
-2.48%
-$1,349.87 
BSX Boston Scientific Corporation
-2.4%
-$256.36 
MSCI MSCI Inc.
-2.38%
-$58 
MO Altria Group, Inc.
-2.35%
-$3,469.24 
ADP Automatic Data Processing Inc.
-2.29%
-$1,486.49 
FIG Figma Inc. Class A Common Stock
-2.25%
-$133.5 
WCN Waste Connections Inc.
-2.24%
-$156.86 
CVX Chevron Corporation
-2.11%
-$43,812 
SOLV Solventum Corporation
-2.1%
-$39.1 
CHKP Check Point Software Technologies Ltd.
-2.07%
-$57.2 
TTD The Trade Desk, Inc. Class A
-2.02%
-$22.23 
PSX Phillips 66
-1.99%
-$4,322.28 
XLE Energy Select Sector SPDR Fund
-1.97%
-$13,606.8 
MCO Moody's Corporation
-1.95%
-$79.11 
JBGS JBG Smith Properties
-1.9%
-$77.56 
PAYX Paychex Inc.
-1.81%
-$75.03 
DOW Dow Inc.
-1.8%
-$42.44 
MSFT Microsoft Corp.
-1.79%
-$90,212.06 
ACN Accenture plc Class A
-1.74%
-$3,004.4 
AMT American Tower Corporation
-1.69%
-$191.46 
ALL Allstate Corporation
-1.67%
-$5,240.65 
AWK American Water Works Company, Inc.
-1.6%
-$181.8 
EPD Enterprise Products Partners L.P.
-1.54%
-$287.82 
DHR Danaher Corporation
-1.54%
-$877.02 
KMI Kinder Morgan, Inc.
-1.52%
-$585.39 
OKE ONEOK, Inc.
-1.51%
-$120.56 
CACC Credit Acceptance Corporation
-1.5%
-$11,336.16 
CCI Crown Castle Inc.
-1.46%
-$216.24 
ET Energy Transfer L.P.
-1.42%
-$103.14 
VEEV Veeva Systems Inc.
-1.35%
-$66.3 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$171.45 
MDLZ Mondelez International, Inc.
-1.31%
-$536.76 
LPLA LPL Financial Holdings Inc.
-1.29%
-$1,746.58 
DOCU DocuSign Inc.
-1.28%
-$9.28 
JKHY Jack Henry & Associates, Inc.
-1.28%
-$21.19 
PM Philip Morris International Inc.
-1.27%
-$3,096.57 
ONC BeOne Medicines, Ltd. American Depositary Receipt
-1.27%
-$10.02 
KO The Coca-Cola Company
-1.26%
-$6,774.6 
AVB AvalonBay Communities, Inc.
-1.22%
-$15.96 
CTSH Cognizant Technology Solutions Corporation
-1.22%
-$216.09 
PINS Pinterest, Inc. Class A
-1.19%
-$16.64 
V Visa Inc. Class A
-1.19%
-$21,186.61 
EAOA iShares ESG Aware Aggressive Allocation ETF
-1.16%
-$0.51 
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$928.73 
CHD Church & Dwight Co., Inc.
-1.11%
-$33.79 
ES Eversource Energy
-1.11%
-$284.58 
BR Broadridge Financial Solutions, Inc.
-1.09%
-$278.4 
DOCS Doximity Inc.
-1.09%
-$5.94 
SYK Stryker Corporation
-1.07%
-$617.1 
PODD Insulet Corporation
-1.01%
-$9.12 
USAI Pacer American Energy Independence ETF
-0.97%
-$2,169.9 
PGR Progressive Corporation
-0.97%
-$33.74 
CPRT Copart Inc.
-0.96%
-$194.4 
AZO AutoZone Inc.
-0.93%
-$28.95 
AMLP Alerian MLP ETF
-0.93%
-$1,043.7 
WMB The Williams Companies, Inc.
-0.91%
-$700.85 
AVA Avista Corp.
-0.9%
-$71.82 
NFLX Netflix, Inc.
-0.89%
-$371.57 
MPC Marathon Petroleum Corporation
-0.89%
-$542.89 
GOOD Gladstone Commercial Corporation
-0.86%
-$29.81 
T AT&T Inc.
-0.86%
-$1,670.8 
WEC WEC Energy Group Inc.
-0.82%
-$2,619.78 
CB Chubb Limited
-0.82%
-$466.12 
COST Costco Wholesale Corporation
-0.82%
-$11,977.78 
TTE TotalEnergies SE
-0.81%
-$352.8 
DPZ Domino's Pizza Inc.
-0.8%
-$1,445.76 
SO The Southern Company
-0.79%
-$330.04 
CNI Canadian National Railway Company
-0.76%
-$16.38 
WEX Wex Inc.
-0.74%
-$75.48 
GNL Global Net Lease, Inc.
-0.74%
-$103.04 
LNG Cheniere Energy Inc.
-0.72%
-$412.38 
BP BP p.l.c. Sponsored ADR
-0.69%
-$57.82 
DUK Duke Energy Corporation
-0.67%
-$212.09 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$150.45 
ALNY Alnylam Pharmaceuticals Inc
-0.63%
-$9.15 
CLH Clean Harbors Inc.
-0.62%
-$7.14 
VRSK Verisk Analytics Inc.
-0.62%
-$117.52 
SCHW Charles Schwab Corporation
-0.62%
-$6,485.05 
HRTX Heron Therapeutics Inc.
-0.61%
-$0.62 
ATO Atmos Energy Corporation
-0.6%
-$28.56 
CL Colgate-Palmolive Company
-0.6%
-$311.58 
CME CME Group Inc.
-0.6%
-$20.54 
AFL Aflac Inc.
-0.6%
-$1,250.9 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$83.52 
MA Mastercard Incorporated
-0.54%
-$1,372.8 
BCE BCE Inc.
-0.53%
-$6.63 
ETR Entergy Corporation
-0.52%
-$22.8 
YUMC Yum China Holdings Inc.
-0.51%
-$44.1 
UNH UnitedHealth Group Incorporated
-0.51%
-$5,755.36 
PG Procter & Gamble Co
-0.45%
-$1,124.27 
META Meta Platforms Inc Class A
-0.45%
-$9,106.05 
PEP PepsiCo, Inc.
-0.44%
-$387.46 
ORLY O'Reilly Automotive Inc.
-0.43%
-$257.4 
STE STERIS plc
-0.43%
-$8.9 
CNP CenterPoint Energy Inc.
-0.42%
-$10.26 
FISV Fiserv, Inc.
-0.41%
-$20.46 
DTEC Alps Disruptive Technologies ETF
-0.41%
-$99.18 
MCK McKesson Corporation
-0.4%
-$2,504.86 
NEE NextEra Energy, Inc.
-0.39%
-$135.96 
GTLB GitLab Inc.
-0.39%
-$104.28 
AON Aon plc
-0.37%
-$50.43 
PPL PPL Corporation
-0.36%
-$178.62 
CDNS Cadence Design Systems, Inc.
-0.35%
-$131.44 
WU Western Union Co.
-0.34%
-$10.25 
WELL Welltower Inc.
-0.32%
-$21.44 
TWLO Twilio Inc.
-0.31%
-$19.5 
CI The Cigna Group
-0.31%
-$108.22 
AXON Axon Enterprise, Inc.
-0.31%
-$87.57 
O Realty Income Corporation
-0.31%
-$17.1 
BDX Becton, Dickinson and Company
-0.28%
-$0.52 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$995.44 
MSI Motorola Solutions, Inc.
-0.27%
-$33 
GWW W.W. Grainger, Inc.
-0.26%
-$3.37 
EXC Exelon Corporation
-0.22%
-$32.5 
HDV iShares Core High Dividend ETF
-0.22%
-$21.3 
TXG 10x Genomics Inc.
-0.21%
-$2.28 
XLRE The Real Estate Select Sector SPDR Fund
-0.18%
-$10.48 
NTAP NetApp, Inc.
-0.12%
-$6.46 
AEP American Electric Power Company, Inc.
-0.1%
-$17.81 
VNQ Vanguard Real Estate ETF
-0.09%
-$205.47 
AMP Ameriprise Financial, Inc.
-0.09%
-$45.51 
WMT Walmart Inc.
-0.09%
-$710.38 
IDA Idacorp Inc.
-0.09%
-$8.5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.09%
-$185.25 
IYR iShares U.S. Real Estate ETF
-0.09%
-$91.26 
ABBV AbbVie Inc.
-0.08%
-$60.61 
CMCSA Comcast Corp
-0.08%
-$23.24 
D Dominion Energy, Inc.
-0.06%
-$7.76 
JNJ Johnson & Johnson
-0.05%
-$688.22 
VZ Verizon Communications Inc.
-0.04%
-$35.38 
KMB Kimberly-Clark Corporation
-0.04%
-$80.6 
GIS General Mills, Inc.
-0.03%
-$1.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2423 | Longs Won 1744/2423 71% | Profit Factor 7.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $437,306.65 |
| Average Win $67,403.41 | Best Trade (Mar 31) $15.87M | Sharpe Ratio -9.25 |
| Average Loss -$23,671.27 | Worst Trade (Jun 30) -$9.44M | Z-Score 19.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $41,881.45 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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