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:
57.7%
Gain +0.23%
Monthly
1.3%
Yearly
16.74%
Drawdown
18.08%
$277.98M
Equity
Holdings
$277.98M
Investment
$196.13M
$85.33M
Profit +$405,543.78
Realized
$3.47M
Unrealized
$81.85M
Dividends
$17.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$405,543.78
Win %
71%
This Week
Compared To Last Week
Gain
0.15%
Profit
$405,543.78
Win %
71%
This Month
Compared to last month
Gain
-0.59%
Profit
-$1.64M
Win %
71%
This Year
Compared to last year
Gain
10.75%
Profit
$26.98M
Win %
71%
SLB Schlumberger Limited
+11.01%
+$67.6 
DLR Digital Realty Trust, Inc.
+11.01%
+$2,368.8 
SAP SAP SE Sponsored ADR
+9.3%
+$245.16 
CLF Cleveland-Cliffs Inc.
+8.85%
+$9.7 
HUBS HubSpot, Inc.
+7.83%
+$74.4 
NOW ServiceNow, Inc.
+7.44%
+$4,261.32 
AAL American Airlines Group Inc.
+6.75%
+$315.68 
ADBE Adobe Inc.
+6.1%
+$349.38 
ACN Accenture plc Class A
+5.95%
+$4,059 
FIG Figma Inc. Class A Common Stock
+5.91%
+$354 
VZ Verizon Communications Inc.
+5.84%
+$4,533.76 
TMUS T-Mobile US, Inc.
+5.67%
+$4,254.8 
CTSH Cognizant Technology Solutions Corporation
+5.67%
+$841.8 
INTU Intuit Inc.
+5.26%
+$1,258 
T AT&T Inc.
+5.1%
+$9,815.13 
RELX Relx PLC Sponsored ADR
+4.72%
+$93 
WHR Whirlpool Corporation
+4.43%
+$462.94 
BX Blackstone Inc.
+4.42%
+$76,444.5 
ARES Ares Management Corporation
+4.31%
+$67.99 
ACM Aecom
+4.3%
+$3,433.8 
CRM Salesforce Inc
+4.29%
+$2,086.3 
FDS FactSet Research Systems Inc.
+4.26%
+$343.2 
VRSK Verisk Analytics Inc.
+4.23%
+$1,062.1 
NVR NVR, Inc.
+4.22%
+$66,730.02 
CCL Carnival Corporation Ltd.
+4.2%
+$1,292.14 
DAL Delta Air Lines, Inc.
+3.77%
+$213.21 
WSM Williams-Sonoma, Inc.
+3.72%
+$15,278.78 
VEEV Veeva Systems Inc.
+3.71%
+$452.88 
IBM International Business Machines Corporation
+3.65%
+$3,121.56 
CHKP Check Point Software Technologies Ltd.
+3.62%
+$100.32 
RCL Royal Caribbean Group
+3.57%
+$243.12 
SYK Stryker Corporation
+3.54%
+$2,233.44 
AAPL Apple Inc.
+3.53%
+$353,318.72 
KKR KKR & Co. Inc.
+3.53%
+$2,996.76 
NCLH Norwegian Cruise Line Holdings Ltd.
+3.53%
+$55.44 
GTLB GitLab Inc.
+3.51%
+$1,343.02 
CRI Carter's Inc.
+3.5%
+$14.41 
EFX Equifax Inc.
+3.49%
+$855.54 
GPC Genuine Parts Company
+3.46%
+$1,089.92 
BAX Baxter International Inc.
+3.37%
+$365 
KD Kyndryl Holdings Inc.
+3.35%
+$23.4 
LULU lululemon athletica inc.
+3.3%
+$91.25 
DHI D.R. Horton, Inc.
+3.27%
+$68,811.05 
PGR Progressive Corporation
+3.27%
+$114.92 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+3.14%
+$90 
BR Broadridge Financial Solutions, Inc.
+3.13%
+$926.6 
BURL Burlington Stores Inc.
+3.09%
+$62.94 
ALK Alaska Air Group Inc.
+3.08%
+$367.08 
PODD Insulet Corporation
+3.08%
+$29.28 
LEN Lennar Corporation
+3.06%
+$43,538.46 
APO Apollo Global Management, Inc.
+3.03%
+$43.32 
DPZ Domino's Pizza Inc.
+3.01%
+$6,006.96 
TTD The Trade Desk, Inc. Class A
+2.98%
+$28.5 
DE Deere & Company
+2.97%
+$2,086.09 
ADP Automatic Data Processing Inc.
+2.97%
+$1,867.39 
MHK Mohawk Industries, Inc.
+2.96%
+$65.2 
TRV The Travelers Companies, Inc.
+2.89%
+$304.92 
LOW Lowe's Companies Inc.
+2.83%
+$646.36 
CAG Conagra Brands Inc.
+2.78%
+$102 
MAR Marriott International Inc. - Class A
+2.73%
+$99.6 
WEX Wex Inc.
+2.73%
+$346.32 
CPRT Copart Inc.
+2.72%
+$467.68 
ITB iShares U.S. Home Construction ETF
+2.7%
+$4,793.99 
BKNG Booking Holdings Inc.
+2.68%
+$1,041.75 
HEI Heico Corporation
+2.66%
+$90.7 
NUE Nucor Corporation
+2.66%
+$339.73 
MSI Motorola Solutions, Inc.
+2.66%
+$421.59 
PAYX Paychex Inc.
+2.61%
+$118.49 
BALL Ball Corp.
+2.59%
+$24.15 
ABNB Airbnb, Inc.
+2.57%
+$324.76 
HD The Home Depot, Inc.
+2.55%
+$35,470.12 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+2.53%
+$64 
SAN Banco Santander S.A. Sponsored ADR
+2.5%
+$58.74 
LMT Lockheed Martin Corporation
+2.46%
+$4,343.08 
XYL Xylem Inc.
+2.46%
+$120.96 
MRSH Marsh & McLennan Companies, Inc.
+2.46%
+$1,822.81 
GM General Motors Company
+2.44%
+$1,154.42 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+2.43%
+$578.4 
WGO Winnebago Industries, Inc.
+2.33%
+$31.5 
TSCO Tractor Supply Company
+2.31%
+$1,323.7 
AJG Arthur J. Gallagher & Co.
+2.3%
+$683.88 
ABT Abbott Laboratories
+2.29%
+$2,737.35 
TOL Toll Brothers Inc
+2.27%
+$33.2 
TOST Toast Inc.
+2.25%
+$61.44 
SHW The Sherwin-Williams Company
+2.24%
+$752.76 
KMB Kimberly-Clark Corporation
+2.23%
+$4,823.02 
XLRE The Real Estate Select Sector SPDR Fund
+2.23%
+$131 
DOV Dover Corporation
+2.22%
+$79.2 
ITW Illinois Tool Works Inc.
+2.21%
+$696.54 
ADSK Autodesk, Inc.
+2.19%
+$830.65 
IYR iShares U.S. Real Estate ETF
+2.19%
+$2,557.93 
DIS The Walt Disney Company
+2.18%
+$7,037.68 
SRVR Pacer Data & Infrastructure Real Estate ETF
+2.15%
+$129.28 
VNQ Vanguard Real Estate ETF
+2.15%
+$4,795.44 
ALL Allstate Corporation
+2.14%
+$8,224.05 
SCHH Schwab U.S. REIT ETF
+2.14%
+$214.24 
ECL Ecolab Inc.
+2.13%
+$16.83 
RPM RPM International Inc.
+2.13%
+$122.65 
AXON Axon Enterprise, Inc.
+2.12%
+$981.36 
FISV Fiserv, Inc.
+2.1%
+$97.65 
MAC The Macerich Company
+2.1%
+$65,285.93 
BANR Banner Corporation
+2.09%
+$1,108.8 
TEL TE Connectivity plc
+2.09%
+$199.2 
OSK Oshkosh Corporation
+2.09%
+$1,188.75 
LAD Lithia Motors Inc.
+2.08%
+$13.86 
SPG Simon Property Group, Inc.
+2.03%
+$70,568.64 
WELL Welltower Inc.
+2.03%
+$160.64 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.02%
+$27,426.03 
MCK McKesson Corporation
+1.99%
+$13,013.15 
MPLX MPLX LP
+1.98%
+$5,465.16 
XLB Materials Select Sector SPDR Fund
+1.93%
+$391.88 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$84,388.62 
CINF Cincinnati Financial Corporation
+1.91%
+$517.93 
SFM Sprouts Farmers Market, Inc.
+1.91%
+$106.4 
ZBH Zimmer Biomet Holdings, Inc.
+1.9%
+$93.5 
SID Companhia Siderúrgica Nacional S.A. - ADR
+1.89%
+$41.9 
FAST Fastenal Co.
+1.89%
+$2,361.18 
TDG TransDigm Group Inc.
+1.89%
+$68.64 
NTAP NetApp, Inc.
+1.88%
+$105.4 
BTI British American Tobacco p.l.c. ADR
+1.87%
+$32.48 
AFG American Financial Group Inc.
+1.84%
+$169 
CB Chubb Limited
+1.84%
+$1,118 
PRU Prudential Financial, Inc.
+1.8%
+$536.36 
DG Dollar General Corporation
+1.8%
+$22.77 
MMM 3M Company
+1.79%
+$284.82 
BLK BlackRock, Inc.
+1.78%
+$1,980.57 
MA Mastercard Incorporated
+1.77%
+$4,891.13 
NFLX Netflix, Inc.
+1.74%
+$610.8 
RTX RTX Corporation
+1.74%
+$3,346.85 
NKE Nike, Inc. - Class B
+1.73%
+$895.31 
PLD Prologis Inc.
+1.73%
+$32.63 
SKYY First Trust Cloud Computing ETF
+1.73%
+$1,467.21 
CMCSA Comcast Corp
+1.71%
+$411.75 
TGT Target Corporation
+1.71%
+$29,996.6 
CROX Crocs, Inc.
+1.7%
+$10,527.75 
AMP Ameriprise Financial, Inc.
+1.69%
+$975.69 
MKL Markel Group Inc.
+1.69%
+$5,002.63 
AON Aon plc
+1.66%
+$242.72 
LPLA LPL Financial Holdings Inc.
+1.66%
+$2,512.46 
ISRG Intuitive Surgical, Inc.
+1.65%
+$1,085.04 
NOC Northrop Grumman Corporation
+1.64%
+$998.64 
OTIS Otis Worldwide Corporation
+1.64%
+$49.88 
STE STERIS plc
+1.63%
+$34.3 
RGS Regis Corporation
+1.6%
+$5.28 
JNJ Johnson & Johnson
+1.59%
+$24,701.53 
JKHY Jack Henry & Associates, Inc.
+1.58%
+$30.55 
SHOP Shopify Inc.
+1.56%
+$301 
TRIP Tripadvisor Inc.
+1.56%
+$1.89 
F Ford Motor Company
+1.55%
+$198.22 
FSM Fortuna Mining Corp
+1.54%
+$130 
BSX Boston Scientific Corporation
+1.54%
+$148.07 
SPGI S&P Global Inc.
+1.52%
+$38.4 
DB Deutsche Bank AG
+1.52%
+$46.8 
CHD Church & Dwight Co., Inc.
+1.51%
+$44.95 
ORLY O'Reilly Automotive Inc.
+1.5%
+$851.4 
HLT Hilton Worldwide Holdings Inc.
+1.5%
+$86.22 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$6,835.99 
MTB M&T Bank Corporation
+1.48%
+$10,269.3 
BUD Anheuser-Busch InBev S.A. ADR
+1.47%
+$22.42 
MDT Medtronic plc
+1.46%
+$339.6 
COF Capital One Financial Corporation
+1.44%
+$175.68 
GOOD Gladstone Commercial Corporation
+1.41%
+$50.04 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.4%
+$22.33 
KIM Kimco Realty Corporation
+1.4%
+$162.36 
XSLV Invesco S&P SmallCap Low Volatility ETF
+1.4%
+$860.89 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.36%
+$77.72 
O Realty Income Corporation
+1.36%
+$79.2 
GE General Electric Company
+1.35%
+$1,348.05 
GIS General Mills, Inc.
+1.35%
+$66.72 
TROW T. Rowe Price Group, Inc.
+1.35%
+$210.8 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.34%
+$71.82 
KO The Coca-Cola Company
+1.33%
+$6,968.16 
WPM Wheaton Precious Metals Corp.
+1.32%
+$232 
DVY iShares Select Dividend ETF
+1.31%
+$103.39 
CTAS Cintas Corporation
+1.31%
+$18.62 
HACK Amplify Cybersecurity ETF
+1.3%
+$540 
GD General Dynamics Corporation
+1.3%
+$133.92 
CACI Caci International Inc.
+1.28%
+$129.36 
WY Weyerhaeuser Company
+1.27%
+$556.5 
RYN Rayonier Inc.
+1.27%
+$76.14 
MO Altria Group, Inc.
+1.26%
+$1,848.21 
BAC Bank of America Corporation
+1.26%
+$30,936.25 
HSY The Hershey Company
+1.25%
+$190.08 
VAW Vanguard Materials ETF
+1.25%
+$64.63 
PEP PepsiCo, Inc.
+1.25%
+$1,022.45 
CSCO Cisco Systems, Inc.
+1.25%
+$49,770.18 
PSQ ProShares Short QQQ
+1.24%
+$263.01 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$148.23 
HDV iShares Core High Dividend ETF
+1.23%
+$124.25 
AMT American Tower Corporation
+1.23%
+$119.18 
NVO Novo Nordisk A/S Sponsored ADR
+1.23%
+$743.4 
AMGN Amgen Inc.
+1.22%
+$61,058.58 
KHC The Kraft Heinz Company
+1.22%
+$55.49 
APD Air Products and Chemicals, Inc.
+1.22%
+$25.06 
UL Unilever PLC Sponsored American Depositary Receipt
+1.21%
+$190.53 
DTEC Alps Disruptive Technologies ETF
+1.2%
+$292.27 
LIN Linde plc
+1.18%
+$143.04 
V Visa Inc. Class A
+1.18%
+$22,856.83 
SDY SPDR S&P Dividend ETF
+1.18%
+$3,826.34 
HRL Hormel Foods Corporation
+1.16%
+$106.72 
VOE Vanguard Mid-Cap Value ETF
+1.15%
+$3,674.41 
AIZ Assurant Inc.
+1.15%
+$150.72 
CI The Cigna Group
+1.15%
+$383.76 
PCAR PACCAR Inc.
+1.14%
+$13,220.86 
EWU iShares MSCI United Kingdom ETF
+1.14%
+$39.75 
ALNY Alnylam Pharmaceuticals Inc
+1.13%
+$15.15 
GWW W.W. Grainger, Inc.
+1.11%
+$15.14 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$4,374.6 
SNOW Snowflake Inc.
+1.1%
+$3,000.32 
PINS Pinterest, Inc. Class A
+1.1%
+$15.36 
TFC Truist Financial Corporation
+1.09%
+$36.4 
SPLV Invesco S&P 500 Low Volatility ETF
+1.09%
+$2,343.92 
PSLV Sprott Physical Silver Trust
+1.08%
+$150 
FFIV F5 Inc.
+1.06%
+$243.67 
YUM Yum! Brands, Inc.
+1.05%
+$172.05 
ZTS Zoetis Inc.
+1.05%
+$175.5 
GCOW Pacer Global Cash Cows Dividend ETF
+1.02%
+$890.56 
SIVR abrdn Physical Silver Shares ETF
+1.02%
+$67.2 
SLV iShares Silver Trust
+1.02%
+$420.82 
AFL Aflac Inc.
+1.01%
+$2,262.96 
USB U.S. Bancorp
+1.01%
+$768 
VIK Viking Holdings Ltd
+1%
+$328 
DEO Diageo plc Sponsored ADR
+1%
+$141.04 
SOLV Solventum Corporation
+1%
+$17.71 
WMT Walmart Inc.
+0.99%
+$6,906.85 
PM Philip Morris International Inc.
+0.98%
+$2,506.04 
UNP Union Pacific Corporation
+0.98%
+$490.36 
DUK Duke Energy Corporation
+0.97%
+$320.04 
COST Costco Wholesale Corporation
+0.97%
+$13,284.62 
WCN Waste Connections Inc.
+0.96%
+$71.28 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.95%
+$17.16 
ABBV AbbVie Inc.
+0.95%
+$888.15 
JPM JPMorgan Chase & Co.
+0.95%
+$46,978.83 
BMY Bristol-Myers Squibb Company
+0.94%
+$940.76 
JGRW Jensen Quality Growth ETF
+0.92%
+$207.88 
VYX NCR Voyix Corp
+0.92%
+$5.53 
IDXX IDEXX Laboratories, Inc.
+0.92%
+$311.85 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$19,326.08 
WEC WEC Energy Group Inc.
+0.92%
+$2,926.35 
DFE WisdomTree Europe SmallCap Dividend Fund
+0.91%
+$12.01 
EXPE Expedia Group, Inc.
+0.9%
+$235.33 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.9%
+$148 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$461.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$337.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$5,110.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.89%
+$200.08 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.89%
+$12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$1,691.76 
XLC Communication Services Select Sector SPDR Fund
+0.87%
+$113.16 
TRP TC Energy Corporation
+0.87%
+$26.23 
ARR Armour Residential REIT Inc.
+0.87%
+$162.82 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.87%
+$2,041 
XLF Financial Select Sector SPDR Fund
+0.86%
+$4,951.68 
KBE SPDR S&P Bank ETF
+0.86%
+$29.5 
LLY Eli Lilly and Company
+0.86%
+$3,688.09 
MRP Millrose Properties Inc.
+0.85%
+$43.2 
RBRK Rubrik, Inc.
+0.84%
+$1,872.7 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$24,206.64 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$625.28 
EFV iShares MSCI EAFE Value ETF
+0.83%
+$5,838.33 
LUV Southwest Airlines Co.
+0.83%
+$258.63 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$70.04 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$116.59 
DKS Dick's Sporting Goods, Inc.
+0.82%
+$36.96 
INDA ISHARES MSCI INDIA ETF
+0.82%
+$95.55 
ITA iShares U.S. Aerospace & Defense ETF
+0.8%
+$464.13 
CVS CVS Health Corporation
+0.8%
+$132.6 
MDLZ Mondelez International, Inc.
+0.78%
+$300.33 
CM Canadian Imperial Bank of Commerce
+0.78%
+$371.28 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$3,227.42 
DFSV Dimensional US Small Cap Value ETF
+0.77%
+$7,853.4 
KGC Kinross Gold Corporation
+0.76%
+$135 
FELV Fidelity Enhanced Large Cap Value ETF
+0.76%
+$513.98 
HWM Howmet Aerospace Inc.
+0.76%
+$49.91 
CNP CenterPoint Energy Inc.
+0.75%
+$18.81 
MCD McDonald's Corporation
+0.75%
+$4,804.01 
AVMV Avantis U.S. Mid Cap Value ETF
+0.74%
+$6 
CL Colgate-Palmolive Company
+0.74%
+$386.59 
CMS CMS Energy Corporation
+0.74%
+$47.85 
DFIS Dimensional International Small Cap ETF
+0.73%
+$58.91 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.73%
+$1,277.05 
IYM iShares U.S. Basic Materials ETF
+0.72%
+$768.35 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$3,089.45 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$86.5 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$125.02 
SO The Southern Company
+0.67%
+$287.95 
YUMC Yum China Holdings Inc.
+0.67%
+$56.84 
LYV Live Nation Entertainment, Inc.
+0.67%
+$7.08 
ATO Atmos Energy Corporation
+0.66%
+$33.04 
TKO Tko Group Holdings Inc.
+0.66%
+$13.09 
RGLD Royal Gold Inc.
+0.66%
+$153.12 
TTE TotalEnergies SE
+0.66%
+$279.3 
GOOGL Alphabet Inc
+0.65%
+$16,961.62 
CGDG Capital Group Dividend Growers ETF
+0.63%
+$3,732.24 
REGN Regeneron Pharmaceuticals, Inc.
+0.63%
+$385.4 
NLY Annaly Capital Management, Inc.
+0.63%
+$3.78 
CGIE Capital Group International Equity ETF
+0.63%
+$4,385.02 
WM Waste Management, Inc.
+0.62%
+$338.92 
BEN Franklin Resources Inc.
+0.62%
+$4.2 
NWG NatWest Group plc Sponsored ADR
+0.62%
+$21.67 
DFIV Dimensional International Value ETF
+0.61%
+$15,717.18 
DFAI Dimensional International Core Equity Market ETF
+0.61%
+$17,580.75 
HMC Honda Motor Co., Ltd.
+0.61%
+$161.5 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$1.16 
UPS United Parcel Service, Inc.
+0.6%
+$2,625.46 
MZTI The Marzetti Company
+0.6%
+$145.92 
WSO Watsco Inc.
+0.6%
+$144.72 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.6%
+$1,243.45 
JPIN JPMorgan Diversified Return International Equity ETF
+0.59%
+$582.53 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$2,221.78 
AVDV Avantis International Small Cap Value ETF
+0.59%
+$2,717.55 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$488.3 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$80.19 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.58%
+$440.04 
VHT Vanguard Health Care ETF
+0.58%
+$316.8 
VLTO Veralto Corporation
+0.57%
+$22.88 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+0.56%
+$165.87 
VOX Vanguard Communication Services ETF
+0.56%
+$126.25 
MICC The Magnum Ice Cream Company N.V.
+0.56%
+$5.8 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.56%
+$22.8 
FTNT Fortinet Inc.
+0.55%
+$39.84 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.54%
+$43.47 
CGCV Capital Group Conservative Equity ETF
+0.53%
+$2,237.03 
DIV Global X SuperDividend U.S. ETF
+0.53%
+$61.01 
CTVA Corteva Inc.
+0.53%
+$9.4 
EXC Exelon Corporation
+0.53%
+$81.25 
VTV Vanguard Value ETF
+0.53%
+$25,567.65 
IDMO Invesco S&P International Developed Momentum ETF
+0.52%
+$636.74 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$203 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.51%
+$1,887.27 
SFL SFL Corporation Ltd.
+0.51%
+$78.54 
HAUZ Xtrackers International Real Estate ETF
+0.49%
+$29.37 
TJX The TJX Companies, Inc.
+0.48%
+$326.34 
FDN First Trust Dow Jones Internet Index Fund
+0.47%
+$477.95 
FOX Fox Corporation Class B Common Stock
+0.47%
+$33.35 
MXI iShares Global Materials ETF
+0.47%
+$130.83 
AEP American Electric Power Company, Inc.
+0.46%
+$84.94 
AVDE Avantis International Equity ETF
+0.46%
+$4.1 
FITB Fifth Third Bancorp
+0.46%
+$5,931.12 
MRK Merck & Co., Inc.
+0.45%
+$19,176.41 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.45%
+$406.49 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.45%
+$221.73 
CCI Crown Castle Inc.
+0.44%
+$51.15 
PTMC Pacer Trendpilot US Mid Cap ETF
+0.44%
+$14.18 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$1,012.56 
HDB HDFC Bank Limited ADR
+0.43%
+$29.2 
AEM Agnico Eagle Mines Limited
+0.43%
+$127.72 
BCE BCE Inc.
+0.42%
+$4.59 
NATL NCR Atleos Corporation
+0.42%
+$7.8 
OZK Bank OZK
+0.42%
+$15.75 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$3.8 
EMN Eastman Chemical Company
+0.41%
+$144.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$55.08 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$5.56 
XLE Energy Select Sector SPDR Fund
+0.4%
+$3,006 
CME CME Group Inc.
+0.39%
+$12.87 
ES Eversource Energy
+0.39%
+$107.88 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.38%
+$74.39 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$1,799.01 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$344.7 
SCHW Charles Schwab Corporation
+0.35%
+$4,258.8 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.35%
+$100 
TM Toyota Motor Corporation
+0.35%
+$1,613.86 
AME Ametek Inc.
+0.34%
+$8.3 
CION Cion Investment Corporation
+0.34%
+$70.58 
RVT Royce Small-Cap Trust, Inc.
+0.33%
+$6.42 
ARMK Aramark
+0.32%
+$19.98 
RY Royal Bank of Canada
+0.3%
+$54.18 
PG Procter & Gamble Co
+0.3%
+$737.88 
CRCL Circle Internet Group, Inc.
+0.29%
+$40.32 
CGDV Capital Group Dividend Value ETF
+0.29%
+$18,310.04 
VO Vanguard Mid-Cap ETF
+0.29%
+$1,922.8 
GDX VanEck Gold Miners ETF
+0.28%
+$122.64 
JBGS JBG Smith Properties
+0.28%
+$11.08 
KMI Kinder Morgan, Inc.
+0.28%
+$108.72 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.27%
+$9.55 
PYPL PayPal Holdings Inc
+0.27%
+$330.45 
TT Trane Technologies plc
+0.27%
+$2.56 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.26%
+$43.56 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.25%
+$449.99 
DFAS Dimensional U.S. Small Cap ETF
+0.25%
+$527 
MBB iShares MBS ETF
+0.25%
+$5.75 
JVAL JPMorgan U.S. Value Factor ETF
+0.24%
+$140.42 
TAXF American Century Diversified Municipal Bond ETF
+0.24%
+$1,103.64 
XIFR Xplr Infrastructure Partners L.P.
+0.24%
+$32.82 
GOOG Alphabet Inc
+0.24%
+$14,587.42 
C Citigroup Inc.
+0.23%
+$153.14 
IDV iShares International Select Dividend ETF
+0.23%
+$536.29 
DD DuPont de Nemours, Inc.
+0.22%
+$2.1 
TLH iShares 10-20 Year Treasury Bond ETF
+0.22%
+$0.21 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$934.2 
PH Parker-Hannifin Corporation
+0.21%
+$238.96 
GDXJ VanEck Junior Gold Miners ETF
+0.2%
+$65.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.2%
+$2.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$603.45 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.2%
+$79.08 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$495 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.2%
+$0.13 
VB Vanguard Small-Cap ETF
+0.19%
+$1,108.67 
CVX Chevron Corporation
+0.19%
+$4,074.33 
BNDX Vanguard Total International Bond ETF
+0.19%
+$731.52 
AWK American Water Works Company, Inc.
+0.19%
+$22.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.18%
+$52.6 
SUSA iShares MSCI USA ESG Select ETF
+0.18%
+$9.24 
LHX L3Harris Technologies, Inc.
+0.18%
+$6.48 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$287.94 
NG NovaGold Resources Inc.
+0.17%
+$10 
VGLT Vanguard Long-Term Treasury Fund
+0.17%
+$6.66 
WAL Western Alliance Bancorporation
+0.17%
+$1,521.1 
URI United Rentals, Inc.
+0.17%
+$37.6 
SUB iShares Short-Term National Muni Bond ETF
+0.16%
+$407.66 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.15%
+$163.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.15%
+$6.93 
MELI MercadoLibre, Inc.
+0.15%
+$446.62 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.15%
+$33.99 
DUHP Dimensional US High Profitability ETF
+0.14%
+$31.92 
ATAI AtaiBeckley Inc.
+0.14%
+$8.75 
BA Boeing Company
+0.14%
+$783.87 
WFC Wells Fargo & Company
+0.14%
+$190.8 
DFAU Dimensional US Core Equity Market ETF
+0.14%
+$362.74 
CGCB Capital Group Core Bond ETF
+0.14%
+$3,188.85 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$125.4 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.13%
+$0.78 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.13%
+$8.06 
ETR Entergy Corporation
+0.13%
+$6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$9.96 
EWJ iShares MSCI Japan ETF
+0.12%
+$21.67 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$3.42 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
+0.11%
+$2.76 
STEW SRH Total Return Fund, Inc.
+0.11%
+$4 
AMLP Alerian MLP ETF
+0.11%
+$130.32 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.11%
+$1.95 
IR Ingersoll Rand Inc.
+0.11%
+$2.25 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$10.35 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$56.16 
GLD SPDR Gold Shares
+0.1%
+$1,168.12 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$701.25 
IVV iShares Core S&P 500 ETF
+0.1%
+$672.65 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.1%
+$245 
SRLN SPDR Blackstone Senior Loan ETF
+0.1%
+$0.08 
AVIG Avantis Core Fixed Income ETF
+0.1%
+$24.28 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$779.74 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$3,142.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$9.1 
BHP BHP Group Ltd.
+0.08%
+$20.3 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.08%
+$16.8 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$13.8 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$22.62 
SGOL abrdn Physical Gold Shares ETF
+0.08%
+$16.17 
VOO Vanguard S&P 500 ETF
+0.08%
+$531.08 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$1,069.26 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$0.06 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$54.66 
CGMU Capital Group Municipal Income ETF
+0.07%
+$239.04 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$2.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$0.22 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.07%
+$71.22 
PFF iShares Preferred and Income Securities ETF
+0.07%
+$47.52 
EBAY eBay Inc.
+0.06%
+$1,334.55 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$44.82 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$6.48 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$5.52 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$94.82 
JCI Johnson Controls International plc
+0.06%
+$4.88 
AVUS Avantis U.S. Equity ETF
+0.06%
+$0.84 
COP ConocoPhillips
+0.05%
+$838.56 
PEG Public Service Enterprise Group Incorporated
+0.05%
+$11.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.05%
+$824.26 
AVSF Avantis Short-Term Fixed Income ETF
+0.05%
+$11.9 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.04%
+$0.86 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.04%
+$138.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$319.2 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$6.34 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$1,081.36 
OEF iShares S&P 100 ETF
+0.04%
+$13.86 
SBUX Starbucks Corporation
+0.04%
+$36.16 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$2.5 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$101.19 
SCHB Schwab U.S. Broad Market ETF
+0.04%
+$14.47 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.03%
+$4.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$88.44 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$42 
XOM Exxon Mobil Corporation
+0.03%
+$418.95 
MSFT Microsoft Corp.
+0.03%
+$1,597.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$1,166.44 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.03%
+$3.04 
SCHK Schwab 1000 Index ETF
+0.03%
+$8.46 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$6.62 
STIP iShares 0-5 Year TIPS Bond ETF
+0.02%
+$99.56 
BROS Dutch Bros Inc.
+0.02%
+$1 
CGSD Capital Group Short Duration Income ETF
+0.01%
+$514.55 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.01%
+$1.54 
AI C3.ai Inc.
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
BSJT Invesco BulletShares 2029 High Yield Fund
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGC
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GDXU
0%
$0 
GNL Global Net Lease, Inc.
0%
$0 
H5919C104
0%
$0 
JELD Jeld-Wen Holding, Inc.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PEB-PE Pebblebrook Hotel Trust
0%
$0 
RBLX Roblox Corporation
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$81,261.18 
BURU Nuburu Inc.
-39.21%
-$93.99 
NBIS Nebius Group N.V.
-15.03%
-$5,146 
BE Bloom Energy Corporation
-14.91%
-$16,205 
AEHR Aehr Test Systems
-13.77%
-$22,356.46 
CRWV CoreWeave, Inc.
-11.37%
-$1,705.7 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.82%
-$27,391.87 
TAOX TAO Synergies Inc.
-10.35%
-$7.6 
CIFR Cipher Mining Inc.
-10.34%
-$27,073.8 
CRDO Credo Technology Group Holding Ltd.
-9.87%
-$2,918.75 
CSIQ Canadian Solar Inc.
-9.12%
-$576.2 
NVTS Navitas Semiconductor Corporation
-9.06%
-$15,298.15 
RKLB Rocket Lab Corporation
-8.69%
-$19,680.96 
IREN IREN Limited
-8.65%
-$12,070.89 
OKLO Oklo Inc.
-8.52%
-$900 
ARM Arm Holdings plc American Depositary Receipt
-8.14%
-$46.06 
INTC Intel Corporation
-7.89%
-$113,998.92 
AMSC American Superconductor Corporation
-7.51%
-$2,613.92 
TEM Tempus AI, Inc.
-7.22%
-$2,121.48 
MRVL Marvell Technology, Inc.
-7.21%
-$70,123.28 
ATOM Atomera Inc.
-7.17%
-$68 
MU Micron Technology, Inc.
-6.99%
-$116,079.78 
EOSE Eos Energy Enterprises Inc.
-6.72%
-$2,586.5 
ACHR Archer Aviation Inc.
-6.65%
-$347.82 
HOOD Robinhood Markets, Inc.
-6.57%
-$393.53 
TER Teradyne, Inc.
-6.38%
-$333.62 
OSS One Stop Systems, Inc.
-6.16%
-$5,578.46 
GLW Corning Incorporated
-6.03%
-$2,456.01 
DNN Denison Mines Corp.
-5.83%
-$180 
AVAV AeroVironment Inc.
-5.81%
-$2,738.34 
DOCN DigitalOcean Holdings Inc.
-5.8%
-$52,486.1 
ASTS AST SpaceMobile, Inc.
-5.04%
-$3,224.36 
PRCT Procept BioRobotics Corporation
-4.96%
-$584.64 
BMNR Bitmine Immersion Technologies, Inc.
-4.82%
-$869.6 
RUM Rumble Inc.
-4.76%
-$94.05 
AMAT Applied Materials, Inc.
-4.72%
-$159.3 
RGTI Rigetti Computing Inc
-4.71%
-$17.5 
STCE Schwab Crypto Thematic ETF
-4.69%
-$2,707.18 
LRCX Lam Research Corporation
-4.56%
-$56,983.31 
VRT Vertiv Holdings Co
-4.5%
-$300.96 
NVT nVent Electric plc
-4.4%
-$21,955.62 
UBER Uber Technologies, Inc.
-4.31%
-$14,071.86 
AXP American Express Company
-4.3%
-$130,386.87 
BTU Peabody Energy Corporation
-4.28%
-$515.1 
ORCL Oracle Corporation
-4.21%
-$26,315.56 
SYNA Synaptics Incorporated
-3.91%
-$276 
SITM SiTime Corporation
-3.81%
-$1,207.25 
RIVN Rivian Automotive, Inc.
-3.77%
-$68.2 
KLAC KLA Corporation
-3.75%
-$4,597.6 
TXG 10x Genomics Inc.
-3.73%
-$68.02 
DJT Trump Media & Technology Group Corp.
-3.66%
-$29.9 
IONQ IonQ, Inc.
-3.61%
-$2,745.36 
GRAL Grail, Inc.
-3.58%
-$35.28 
ARTY iShares Future AI & Tech ETF
-3.56%
-$4,607.58 
DOW Dow Inc.
-3.43%
-$74.2 
FUBO FuboTV Inc.
-3.36%
-$7.25 
FMC FMC Corporation
-3.34%
-$67.86 
VST Vistra Corp
-3.31%
-$162.4 
PSKY Paramount Skydance Corporation Class B Common Stock
-3.3%
-$193.76 
AMD Advanced Micro Devices, Inc.
-3.29%
-$54,177.93 
SMH VanEck Semiconductor ETF
-3.28%
-$228.54 
NIO Nio Inc.
-3.23%
-$22.5 
URNM Sprott Uranium Miners ETF
-3.15%
-$175.49 
EME EMCOR Group, Inc.
-3.15%
-$2,155.58 
CACC Credit Acceptance Corporation
-3.12%
-$26,921.43 
MCHP Microchip Technology Incorporated
-3.06%
-$410.85 
APH Amphenol Corporation
-3.02%
-$2,008.72 
NLR VanEck Uranium and Nuclear ETF
-2.97%
-$46.34 
TAN Invesco Solar ETF
-2.97%
-$538.51 
JBL Jabil Inc.
-2.93%
-$680.4 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.9%
-$404 
NXPI NXP Semiconductors N.V.
-2.9%
-$829.15 
ZIM ZIM Integrated Shipping Services Ltd.
-2.7%
-$935.64 
AVGO Broadcom Inc.
-2.69%
-$33,675.57 
ETN Eaton Corporation plc
-2.66%
-$2,986.2 
URAN Themes Uranium & Nuclear ETF
-2.61%
-$43.69 
VERU Veru Inc.
-2.6%
-$6 
Q Qnity Electronics Inc.
-2.6%
-$36 
CLPT ClearPoint Neuro Inc.
-2.55%
-$1,968.03 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$20,980.89 
WEN The Wendy's Company
-2.51%
-$17.46 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.47%
-$300.86 
QCOM QUALCOMM Incorporated
-2.42%
-$56,519.28 
MTUM iShares MSCI USA Momentum Factor ETF
-2.42%
-$51,680.31 
TWST Twist Bioscience Corporation
-2.35%
-$629.3 
AA Alcoa Corporation
-2.27%
-$5.15 
GEHC GE HealthCare Technologies Inc.
-2.27%
-$84.6 
LYB LyondellBasell Industries N.V.
-2.27%
-$142.8 
SPMO Invesco S&P 500 Momentum ETF
-2.22%
-$3,738.33 
ADI Analog Devices, Inc.
-2.19%
-$25.02 
BITU ProShares Ultra Bitcoin ETF
-2.12%
-$102.7 
TSLA Tesla, Inc.
-2.08%
-$15,597.72 
KEYS Keysight Technologies, Inc.
-1.99%
-$3,830.77 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$4,674.87 
TXN Texas Instruments Inc
-1.9%
-$2,347.94 
PFE Pfizer Inc.
-1.88%
-$1,979.17 
OLN Olin Corporation
-1.86%
-$221.76 
AVEM Avantis Emerging Markets Equity ETF
-1.84%
-$13.36 
WKHS Workhorse Group Inc.
-1.81%
-$0.05 
META Meta Platforms Inc Class A
-1.8%
-$38,752.23 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$477.4 
APP AppLovin Corporation Class A Common Stock
-1.73%
-$20.64 
GUSH Direxion Daily S&P Oil & Gas Exploration & Production Bull 2X Shares
-1.72%
-$54.4 
VKTX Viking Therapeutics Inc.
-1.7%
-$663 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.69%
-$32,986.2 
DFAE Dimensional Emerging Core Equity Market ETF
-1.68%
-$53,842.56 
WMB The Williams Companies, Inc.
-1.66%
-$1,337.5 
CCJ Cameco Corporation
-1.65%
-$147 
ONDS Ondas Holdings Inc.
-1.64%
-$13 
CWB SPDR Bloomberg Convertible Securities ETF
-1.64%
-$172.38 
NEM Newmont Corporation
-1.61%
-$7.65 
GEV GE Vernova Inc.
-1.59%
-$904.2 
DFEV Dimensional Emerging Markets Value ETF
-1.49%
-$109.5 
CGGO Capital Group Global Growth Equity ETF
-1.49%
-$18,517.15 
ANET Arista Networks, Inc.
-1.48%
-$7,705.39 
CVE Cenovus Energy Inc.
-1.48%
-$51,256.48 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$9,097.8 
FCX Freeport-McMoRan Inc.
-1.42%
-$453.6 
ILMN Illumina, Inc.
-1.41%
-$229.91 
XME SPDR S&P Metals & Mining ETF
-1.39%
-$320.32 
XRPC Canary XRP ETF
-1.37%
-$22.4 
XRPI XRP ETF
-1.34%
-$151.23 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.33%
-$28.8 
XMMO Invesco S&P MidCap Momentum ETF
-1.31%
-$5,373.96 
CGNG Capital Group New Geography Equity ETF
-1.29%
-$16,224.66 
ZETA Zeta Global Holdings Corp.
-1.29%
-$29.5 
CDNS Cadence Design Systems, Inc.
-1.28%
-$468.42 
HON Honeywell International Inc.
-1.27%
-$1,458.6 
GS The Goldman Sachs Group, Inc.
-1.25%
-$890.34 
SSRM Ssr Mining Inc.
-1.25%
-$170 
SQ Block, Inc.
-1.24%
-$231.36 
HBM Hudbay Minerals Inc.
-1.24%
-$140 
RMT Royce Micro-Cap Trust, Inc.
-1.22%
-$29.41 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$23.38 
GILD Gilead Sciences Inc.
-1.18%
-$1,460.1 
HL Hecla Mining Company
-1.18%
-$264.78 
HIG The Hartford Insurance Group, Inc.
-1.16%
-$292.05 
XBI SPDR S&P Biotech ETF
-1.15%
-$280 
SOFI SoFi Technologies, Inc.
-1.14%
-$1,097.82 
EXK Endeavour Silver Corp.
-1.14%
-$180 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$7,871.63 
WU Western Union Co.
-1.08%
-$37.89 
CGXU Capital Group International Focus Equity ETF
-1.07%
-$51,046.56 
ASM Avino Silver & Gold Mines Ltd.
-1.05%
-$300 
IYW iShares U.S. Technology ETF
-1.03%
-$760.14 
ATI ATI Inc.
-1.02%
-$99.96 
FTEC Fidelity MSCI Information Technology Index ETF
-1.02%
-$2,841.16 
RNRG Global X Renewable Energy Producers ETF
-1.02%
-$102.6 
USAI Pacer American Energy Independence ETF
-1.01%
-$2,351.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.99%
-$815.36 
MPC Marathon Petroleum Corporation
-0.97%
-$709.02 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$753.39 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.95%
-$9,469.5 
VGT Vanguard Information Technology ETF
-0.95%
-$1,421.36 
BTC Grayscale Bitcoin Mini Trust ETF
-0.94%
-$290.25 
GBTC Grayscale Bitcoin Trust ETF
-0.94%
-$144.76 
NVDA NVIDIA Corporation
-0.92%
-$48,662.15 
CLH Clean Harbors Inc.
-0.89%
-$10.92 
BITB Bitwise Bitcoin ETF
-0.88%
-$244.59 
CGGR Capital Group Growth ETF
-0.87%
-$10,751.13 
VOT Vanguard Mid-Cap Growth ETF
-0.85%
-$3,858.1 
AG First Majestic Silver Corp
-0.85%
-$210 
XSMO Invesco S&P SmallCap Momentum ETF
-0.85%
-$16,831.5 
RYT Invesco S&P 500 Equal Weight ETF
-0.84%
-$80.5 
LNG Cheniere Energy Inc.
-0.83%
-$537.99 
CPNG Coupang Inc.
-0.83%
-$52 
IBIT iShares Bitcoin Trust
-0.83%
-$30.8 
VBK Vanguard Small-Cap Growth ETF
-0.82%
-$45.12 
VONG Vanguard Russell 1000 Growth Fund
-0.79%
-$106.7 
IVR Invesco Mortgage Capital Inc.
-0.79%
-$1.8 
CART Maplebear Inc.
-0.75%
-$27.2 
BNY BlackRock New York Municipal Income Trust
-0.75%
-$4.8 
ETHW Bitwise Ethereum ETF
-0.75%
-$173.8 
APA APA Corporation
-0.74%
-$20,326.41 
ARCO Arcos Dorados Holdings Inc.
-0.72%
-$6.9 
NVS Novartis AG Sponsored ADR
-0.72%
-$724.33 
CDE Coeur Mining, Inc.
-0.72%
-$220 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$109.62 
SPPP Sprott Physical Platinum and Palladium Trust
-0.7%
-$90 
WBD Warner Bros. Discovery, Inc.
-0.69%
-$560.88 
CMG Chipotle Mexican Grill, Inc.
-0.69%
-$113.96 
UNH UnitedHealth Group Incorporated
-0.67%
-$7,379.97 
AMZN Amazon.com Inc
-0.66%
-$20,714.2 
CAT Caterpillar Inc.
-0.65%
-$912.17 
UHAL U-Haul Holding Company
-0.64%
-$10.58 
ROBO ROBO Global Robotics & Automation Index ETF
-0.63%
-$29.89 
AVB AvalonBay Communities, Inc.
-0.62%
-$8.33 
ETH Ethan Allen Interiors Inc
-0.62%
-$149.82 
ARKF Ark Fintech Innovation ETF
-0.6%
-$3.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$43.47 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-0.58%
-$66 
AOD Abrdn Total Dynamic Dividend Fund
-0.57%
-$87.18 
AMKR Amkor Technology Inc.
-0.57%
-$2,947.42 
PANW Palo Alto Networks, Inc.
-0.56%
-$568.56 
SOLS Sollensys Corp
-0.56%
-$75.82 
DVN Devon Energy Corporation
-0.55%
-$293 
ULTA Ulta Beauty Inc.
-0.54%
-$3,120 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$1,414.55 
IDA Idacorp Inc.
-0.53%
-$54.51 
OXY Occidental Petroleum Corporation
-0.52%
-$10,523.7 
DHR Danaher Corporation
-0.52%
-$311 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$2,116.19 
VSNT Versant Media Group, Inc.
-0.51%
-$5.4 
D Dominion Energy, Inc.
-0.5%
-$69.84 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$114.4 
SRE Sempra
-0.49%
-$1,094.8 
CEG Constellation Energy Corporation
-0.45%
-$1,157.5 
IBB iShares Biotechnology ETF
-0.44%
-$73.08 
SOBO South Bow Corporation
-0.44%
-$1.36 
VUZI Vuzix Corporation
-0.43%
-$0.4 
ELV Elevance Health, Inc.
-0.43%
-$4.89 
ETHA iShares Ethereum Trust
-0.42%
-$19.62 
SCHE Schwab Emerging Markets Equity ETF
-0.42%
-$127.8 
DELL Dell Technologies Inc.
-0.42%
-$1,538.24 
UHAL-B U-Haul Holding Company
-0.41%
-$4,834.44 
FANG Diamondback Energy Inc
-0.39%
-$6,643.78 
CARR Carrier Global Corporation
-0.39%
-$109.08 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.38%
-$7.56 
PLTR Palantir Technologies Inc.
-0.36%
-$3,406.05 
PAAS Pan American Silver Corp.
-0.36%
-$3.84 
VUG Vanguard Growth ETF
-0.36%
-$491.4 
IMTM iShares MSCI International Momentum Factor ETF
-0.34%
-$1,125.9 
MS Morgan Stanley
-0.33%
-$111.3 
RIO Rio Tinto Plc Sponsored ADR
-0.32%
-$56.26 
MSCI MSCI Inc.
-0.31%
-$6.88 
AVA Avista Corp.
-0.31%
-$24.83 
OGN Organon & Co.
-0.29%
-$0.84 
ET Energy Transfer L.P.
-0.29%
-$124.32 
IEP Icahn Enterprises L.P.
-0.26%
-$40.64 
BP BP p.l.c. Sponsored ADR
-0.25%
-$21.56 
SIRI Sirius XM Holdings Inc.
-0.23%
-$36.33 
VTRS Viatris Inc.
-0.23%
-$14.8 
FDX FedEx Corporation
-0.21%
-$1,094.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.19%
-$4.62 
CGBL Capital Group Core Balanced ETF
-0.17%
-$924.69 
MCO Moody's Corporation
-0.16%
-$5.92 
SCHF Schwab International Equity ETF
-0.15%
-$200.63 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$40 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.12%
-$402.84 
CGUS Capital Group Core Equity ETF
-0.11%
-$3,190.65 
EQX Equinox Gold Corp.
-0.11%
-$20 
PSX Phillips 66
-0.1%
-$252.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$4,156.32 
CGIC Capital Group International Core Equity ETF
-0.08%
-$144.09 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$592.48 
MNST Monster Beverage Corporation
-0.07%
-$50.61 
OKE ONEOK, Inc.
-0.07%
-$5.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.07%
-$479.64 
NET Cloudflare Inc.
-0.07%
-$345.65 
CMI Cummins Inc.
-0.06%
-$9.5 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$1,643.64 
PPL PPL Corporation
-0.06%
-$2.38 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.06%
-$0.8 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$0.95 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.03%
-$3.68 
ESGV Vanguard ESG U.S. Stock ETF
-0.02%
-$2.76 
JSCP JPMorgan Short Duration Core Plus ETF
-0.02%
-$138.38 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$24.66 
BGRN iShares USD Green Bond ETF
-0.01%
-$3.23 
NEE NextEra Energy, Inc.
-0.01%
-$4.12 
EAOA iShares ESG Aware Aggressive Allocation ETF
-0.01%
$0 Events
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Dividends
Dividend Analysis
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| Trades 2801 | Longs Won 1975/2801 70% | Profit Factor 6.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,064.8 |
| Average Win $51,606.93 | Best Trade (Jul 28) $6.21M | Sharpe Ratio -12.55 |
| Average Loss -$20,092.55 | Worst Trade (Jun 30) -$9.44M | Z-Score 18.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $30,463.13 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
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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 Lodestone Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Simon Property Group, Inc - $1.81M, JPMorgan Chase & Co - $1.35M, Bank of America Corporation - $1.16M, American Express Company - $1.14M, and JPMorgan Ultra-Short Income ETF - $1.03M. 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 - $7.07M, Pfizer Inc - $474,378.63, Devon Energy Corporation - $399,275.64, Warner Bros. Discovery, Inc - $144,853.23, and Occidental Petroleum Corporation - $124,034.8. 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 $17.22M earned over time. The largest contributors to dividend income include Chevron Corporation - $2.73M, JPMorgan Ultra-Short Income ETF - $1.03M, Capital Group Core Plus Income ETF - $663,487.32, Simon Property Group, Inc - $542,702.35, and Capital Group Short Duration Income ETF - $501,887.76. 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.
