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:
75.24%
Gain -0.34%
Monthly
1.27%
Yearly
16.39%
Drawdown
18.28%
$298.32M
Equity
Holdings
$298.32M
Investment
$217.46M
$90.1M
Profit -$637,694.3
Realized
$9.24M
Unrealized
$80.86M
Dividends
$18.29M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$637,694.3
Win %
64%
This Week
Compared To Last Week
Gain
0.08%
Profit
$251,581.59
Win %
64%
This Month
Compared to last month
Gain
0.36%
Profit
$1.06M
Win %
64%
This Year
Compared to last year
Gain
0.33%
Profit
$1.01M
Win %
64%
SID Companhia Siderurgica Nacional ADR
+12.5%
+$272.35 
CCI Crown Castle Inc.
+8.65%
+$1,084.38 
CRWD CrowdStrike Holdings, Inc.
+7.82%
+$69,285.03 
PANW Palo Alto Networks, Inc.
+7.26%
+$7,962.93 
SLB SLB N.V.
+7.16%
+$46.15 
NET Cloudflare, Inc. Class A Common Stock
+6.9%
+$32,661.07 
CLF Cleveland-Cliffs Inc.
+6.9%
+$99 
RBRK Rubrik Inc. Class A Common Stock
+6.72%
+$657.32 
AMBA Ambarella Inc.
+6.3%
+$2,023.28 
TEM Tempus AI Inc Class A Common Stock
+6.02%
+$2,515.2 
RIG Transocean Ltd.
+5.84%
+$355 
GRC The Gorman-Rupp Company
+5.53%
+$116.4 
OIH VanEck Oil Services ETF
+5.49%
+$765.9 
VCX Fundrise Innovation Fund, LLC
+5.36%
+$1.27 
OUST Ouster Inc.
+5.25%
+$294 
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares
+5.21%
+$201.6 
APA APA Corporation
+5.02%
+$193,278.8 
AVAV AeroVironment, Inc.
+4.85%
+$3,831.41 
CHKP Check Point Software Technologies Ltd.
+4.75%
+$137.18 
FANG Diamondback Energy Inc.
+4.66%
+$83,738.19 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+4.54%
+$478.24 
DVN Devon Energy Corporation
+4.41%
+$2,577.96 
LNG Cheniere Energy Inc.
+4.15%
+$2,836.96 
HACK Amplify Cybersecurity ETF
+4.08%
+$2,004 
GRAL GRAIL, Inc.
+4.02%
+$71.54 
COP ConocoPhillips
+3.85%
+$81,603.2 
FTNT Fortinet, Inc.
+3.72%
+$630.14 
AI C3.ai, Inc. Class A Common Stock
+3.57%
+$43 
AMT American Tower Corporation
+3.56%
+$381.14 
ONDS Ondas Inc.
+3.4%
+$3,831.04 
CACI CACI International, Inc.
+3.35%
+$435.12 
GTLB GitLab Inc. Class A Common Stock
+3.23%
+$7,678.88 
SNOW Snowflake Inc. Common Stock
+3.17%
+$139.16 
RDW Redwire Corporation
+3.13%
+$127.5 
LMT Lockheed Martin Corporation
+3.1%
+$5,627.17 
OXY Occidental Petroleum Corp.
+3.09%
+$59,442.07 
CVX Chevron Corporation
+3.02%
+$74,542.43 
RKLB Rocket Lab Corporation
+2.97%
+$7,033.04 
XOM ExxonMobil Holdings Corporation
+2.88%
+$42,800.78 
ASTS AST SpaceMobile Inc.
+2.87%
+$2,999.66 
DOW Dow Inc.
+2.8%
+$24.03 
CVE Cenovus Energy Inc.
+2.8%
+$102,372.08 
SFL SFL Corporation Ltd.
+2.8%
+$468.17 
VDE Vanguard Energy ETF
+2.79%
+$461.12 
JBL Jabil Inc.
+2.79%
+$536.4 
ACHR Archer Aviation Inc. Class A Common Stock
+2.76%
+$105 
XLE State Street Energy Select Sector SPDR ETF
+2.72%
+$25,888.8 
ACLS Axcelis Technologies Inc.
+2.71%
+$31.18 
TTE TotalEnergies SE
+2.52%
+$1,124.55 
MU Micron Technology Inc.
+2.5%
+$38,822.87 
BP BP Plc Sponsored ADR
+2.46%
+$241.08 
CDNS Cadence Design Systems, Inc.
+2.45%
+$964.57 
SOBO South Bow Corporation
+2.4%
+$6.64 
FIG Figma Inc. Class A Common Stock
+2.34%
+$169.5 
JBGS JBG SMITH Properties
+2.33%
+$73.41 
KMI Kinder Morgan Inc.
+2.3%
+$936.2 
CBRS Cerebras Systems Inc. Class A Common Stock
+2.24%
+$21.96 
BTU Peabody Energy Corporation
+2.23%
+$254 
OZK Bank OZK
+2.14%
+$79.87 
MRVL Marvell Technology Inc.
+2.09%
+$17,288.34 
LYB LyondellBasell Industries N.V.
+2.04%
+$138.32 
ET Energy Transfer LP
+2%
+$856 
ISRG Intuitive Surgical Inc.
+1.91%
+$4,941.17 
SPCX Space Exploration Technologies Corp. Class A
+1.87%
+$2,829.43 
EQT EQT Corporation
+1.83%
+$88 
DOV Dover Corporation
+1.79%
+$35.1 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.72%
+$34.71 
VPG Vishay Precision Group, Inc.
+1.72%
+$99.55 
AMD Advanced Micro Devices Inc.
+1.71%
+$23,420.43 
SKYY First Trust Cloud Computing ETF
+1.68%
+$1,691.87 
CSCO Cisco Systems, Inc.
+1.68%
+$62,590.07 
TXG 10x Genomics Inc. Class A Common Stock
+1.63%
+$43.32 
EWZ iShares MSCI Brazil ETF
+1.62%
+$47.6 
TXN Texas Instruments Inc.
+1.62%
+$2,631.93 
QCOM QUALCOMM Incorporated
+1.61%
+$15,386.85 
WMB The Williams Companies, Inc.
+1.59%
+$1,200.64 
IGV iShares Expanded Tech-Software Sector ETF
+1.57%
+$173.91 
MPLX MPLX LP
+1.56%
+$4,527.25 
HONA Honeywell Aerospace Inc.
+1.55%
+$964.55 
AMLP Alerian MLP ETF
+1.54%
+$1,815.28 
TWST Twist Bioscience Corporation
+1.53%
+$83.2 
AXON Axon Enterprise, Inc.
+1.48%
+$2,402.96 
VALE Vale S.A. American Depositary Shares
+1.43%
+$214.37 
ABT Abbott Laboratories
+1.32%
+$1,750.95 
FCX Freeport-McMoRan Inc.
+1.3%
+$460.32 
APH Amphenol Corp. Class A Common Stock
+1.27%
+$965.34 
INTC Intel Corporation
+1.27%
+$13,359.6 
AMBQ Ambiq Micro, Inc.
+1.26%
+$53.12 
ENPH Enphase Energy, Inc.
+1.24%
+$117 
FFIV F5, Inc.
+1.22%
+$325.09 
KTOS Kratos Defense & Security Solutions, Inc.
+1.2%
+$656.88 
DOCN DigitalOcean Holdings, Inc.
+1.19%
+$6,318.73 
HALO Halozyme Therapeutics Inc.
+1.18%
+$73.5 
ADI Analog Devices, Inc.
+1.18%
+$13.65 
LAD Lithia Motors, Inc.
+1.17%
+$6.78 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.11%
+$15,202.05 
OLN Olin Corporation
+1.09%
+$172.89 
URNM Sprott Uranium Miners ETF
+1.08%
+$69.75 
KEYS Keysight Technologies, Inc.
+1.07%
+$1,195.2 
AMKR Amkor Technology Inc.
+1.06%
+$2,948.17 
DD DuPont de Nemours, Inc.
+1.02%
+$8.28 
NTAP NetApp, Inc.
+0.98%
+$71.06 
DELL Dell Technologies Inc. Class C Common Stock
+0.97%
+$3,370.4 
Q Qnity Electronics Inc.
+0.96%
+$10.5 
NOW ServiceNow Inc.
+0.91%
+$4,813.38 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.88%
+$13.68 
ARR ARMOUR Residential REIT, Inc.
+0.87%
+$139.59 
PLAB Photronics Inc.
+0.86%
+$7.2 
HBM Hudbay Minerals Inc.
+0.82%
+$135 
JCI Johnson Controls International plc
+0.82%
+$71.37 
MAC The Macerich Company
+0.81%
+$23,527.72 
AMSC American Superconductor Corp.
+0.8%
+$368.4 
TRP TC Energy Corporation
+0.77%
+$20.64 
ASML ASML Holding N.V. NY Registered Shares
+0.77%
+$5,594.92 
ROK Rockwell Automation Inc.
+0.76%
+$299.46 
WCN Waste Connections, Inc.
+0.76%
+$61.6 
ZIM ZIM Integrated Shipping Services Ltd.
+0.76%
+$298.32 
DLR Digital Realty Trust Inc.
+0.76%
+$154.8 
SMH VanEck Semiconductor ETF
+0.74%
+$46.2 
RUM RUM Group Inc.
+0.72%
+$13.2 
FMC FMC Corporation
+0.7%
+$6.09 
ANET Arista Networks Inc.
+0.69%
+$1,943.46 
LEN Lennar Corp. Class A Common Stock
+0.68%
+$11,031.37 
DTEC ALPS Disruptive Technologies ETF
+0.64%
+$121.44 
AMAT Applied Materials Inc.
+0.63%
+$1,271.36 
ZETA Zeta Global Holdings Corp. Class A Common Stock
+0.63%
+$24.78 
ARCO Arcos Dorados Holdings Inc. Class A
+0.62%
+$5.75 
ETHW Bitwise Ethereum ETF
+0.62%
+$80.64 
ORCL Oracle Corporation
+0.6%
+$3,453.44 
TROW T. Rowe Price Group Inc.
+0.57%
+$27.73 
BA The Boeing Company
+0.56%
+$2,869.42 
AME AMETEK, Inc.
+0.56%
+$13.4 
CSIQ Canadian Solar Inc.
+0.54%
+$21.5 
BHP BHP Group Ltd. Sponsored ADR
+0.54%
+$136.92 
ETH Ethan Allen Interiors Inc
+0.53%
+$271.56 
NUE Nucor Corporation
+0.53%
+$72.08 
MSFT Microsoft Corporation Common Stock
+0.5%
+$37,600.32 
PMT PennyMac Mortgage Investment Trust
+0.5%
+$18.23 
ETHE Grayscale Ethereum Trust ETF
+0.5%
+$99.84 
VGT Vanguard Information Technology ETF
+0.49%
+$810.84 
XSD State Street SPDR S&P Semiconductor ETF
+0.48%
+$163.12 
FTEC Fidelity MSCI Information Technology Index ETF
+0.48%
+$1,340.55 
XLK State Street Technology Select Sector SPDR ETF
+0.47%
+$3,089.75 
MSI Motorola Solutions, Inc.
+0.46%
+$183.01 
JKHY Jack Henry & Associates, Inc.
+0.45%
+$9.49 
ABBV AbbVie Inc.
+0.44%
+$363.06 
OSS One Stop Systems Inc.
+0.42%
+$537.6 
EEM iShares MSCI Emerging Markets ETF
+0.39%
+$886.8 
IONQ IonQ, Inc.
+0.39%
+$46.8 
AEHR Aehr Test Systems, Inc.
+0.38%
+$607.95 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.37%
+$38.64 
SMR NuScale Power Corporation Class A Common Stock
+0.37%
+$0.08 
BANR Banner Corporation
+0.34%
+$186.48 
IYW iShares U.S. Technology ETF
+0.33%
+$244.02 
MTUM iShares MSCI USA Momentum Factor ETF
+0.33%
+$7,104 
EXPD Expeditors International of Washington Inc.
+0.3%
+$76.7 
SCHH Schwab U.S. REIT ETF
+0.29%
+$27.04 
IEMG iShares Core MSCI Emerging Markets ETF
+0.28%
+$71.61 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.27%
+$52.26 
TFC Truist Financial Corporation
+0.26%
+$8.12 
KBE State Street SPDR S&P Bank ETF
+0.26%
+$8.5 
CTAS Cintas Corporation
+0.25%
+$66.69 
SYNA Synaptics Incorporated
+0.25%
+$7.67 
DFAE Dimensional Emerging Core Equity Market ETF
+0.25%
+$7,566.93 
SYK Stryker Corp.
+0.23%
+$150.17 
RGTI Rigetti Computing, Inc.
+0.22%
+$0.62 
AVEM Avantis Emerging Markets Equity ETF
+0.22%
+$1.52 
XME SPDR S&P Metals & Mining ETF
+0.2%
+$39.14 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$541.31 
WGO Winnebago Industries Inc.
+0.19%
+$2.58 
ARTY iShares Future AI & Tech ETF
+0.18%
+$197.75 
BNY Bank of New York Mellon Corp.
+0.18%
+$1.04 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.17%
+$3,427.45 
GOOD Gladstone Commercial Corporation
+0.17%
+$5.84 
IDV iShares International Select Dividend ETF
+0.17%
+$371.28 
KIM Kimco Realty Corporation
+0.15%
+$15.79 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.15%
+$146.47 
NOC Northrop Grumman Corporation
+0.14%
+$90.06 
ROBO ROBO Global Robotics and Automation Index ETF
+0.14%
+$2.55 
GEHC GE HealthCare Technologies Inc.
+0.14%
+$6 
VEEV Veeva Systems Inc.
+0.14%
+$62.1 
STE STERIS plc
+0.14%
+$3.2 
DE Deere & Company
+0.14%
+$93.28 
CGMU Capital Group Municipal Income ETF
+0.13%
+$388.5 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.13%
+$7.21 
SIRI Sirius XM Holdings Inc.
+0.13%
+$18.13 
IBM International Business Machines Corporation
+0.12%
+$96.9 
NEE NextEra Energy Inc.
+0.09%
+$26.85 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.09%
+$105.32 
IVR Invesco Mortgage Capital Inc.
+0.09%
+$0.15 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.09%
+$19.28 
CGNG Capital Group New Geography Equity ETF
+0.09%
+$840.33 
ARM Arm Holdings plc ADR
+0.09%
+$0.36 
TAXF American Century Diversified Municipal Bond ETF
+0.08%
+$134.76 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.08%
+$196 
CGSM Capital Group Short Duration Municipal Income ETF
+0.08%
+$27.64 
OGN Organon & Co.
+0.07%
+$0.18 
CME CME Group Inc. Class A Common Stock
+0.06%
+$2.47 
PSQ ProShares Short QQQ
+0.06%
+$11.96 
FAAA Fidelity AAA CLO ETF
+0.05%
+$9.07 
UPS United Parcel Service, Inc. Class B Common Stock
+0.05%
+$189.4 
ILMN Illumina Inc.
+0.05%
+$10.79 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$107.91 
IYR iShares U.S. Real Estate ETF
+0.04%
+$53.56 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.04%
+$1,165.3 
ARMK Aramark
+0.04%
+$2.22 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$89.43 
DFEV Dimensional Emerging Markets Value ETF
+0.04%
+$2.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$3.57 
DHI D.R. Horton, Inc.
+0.03%
+$592.56 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$284.81 
VNQ Vanguard Real Estate ETF
+0.02%
+$43.32 
BILZ PIMCO Ultra Short Government Active ETF
+0.02%
+$45.79 
WM Waste Management Inc.
+0.02%
+$16.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$68.88 
XSMO Invesco S&P SmallCap Momentum ETF
+0.01%
+$236.55 
GSY Invesco Ultra Short Duration ETF
+0.01%
+$2.52 
QQQ Invesco QQQ Trust, Series 1
+0.01%
+$43.99 
BEIGF BeOne Medicines Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOSE Eos Energy Enterprises Inc. Ordinary Shares Class A
0%
$0 
EQR Equity Residential
0%
$0 
GD General Dynamics Corp.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HAUZ Xtrackers International Real Estate ETF
0%
$0 
SHE State Street SPDR MSCI USA Gender Diversity ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
USAI Pacer American Energy Infrastructure ETF
0%
$0 
BURUD NUBURU INC
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
TAOX TAO Synergies Inc.
0%
$0 
PSKY Skydance Corporation Class B Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 CGC
CGC
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 GDXU
GDXU
0%
$0 OKE
OKE
0%
$0 2523
25239Y212
0%
$0 2523
25239Y162
0%
$0 2523
25239Y188
0%
$0 4643
46438R204
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-11.26%
-$8,953.45 
CRDO Credo Technology Group Holding Ltd
-9.62%
-$18,870.3 
FIX Comfort Systems USA Inc.
-9.21%
-$2,593.14 
T AT&T Inc.
-7.41%
-$13,899.57 
TMUS T-Mobile US Inc.
-7.16%
-$5,136.98 
IEP Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests
-6.04%
-$889.48 
LULU lululemon athletica inc.
-4.96%
-$129 
CIFR Cipher Digital Inc.
-4.63%
-$4,908.75 
INDI indie Semiconductor, Inc. Class A Common Stock
-4.46%
-$75 
STRL Sterling Infrastructure, Inc.
-4.46%
-$49.93 
NEM Newmont Corporation
-4.41%
-$231.38 
SFM Sprouts Farmers Market Inc.
-4.17%
-$218.12 
CRI Carter's Inc.
-4.01%
-$14.96 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.99%
-$94.08 
NCLH Norwegian Cruise Line Holdings Ltd.
-3.86%
-$50.4 
ACN Accenture plc
-3.8%
-$3,314.39 
XIFR XPLR Infrastructure, LP Common Units
-3.76%
-$404.78 
HWM Howmet Aerospace Inc.
-3.76%
-$166.98 
AXP American Express Company
-3.75%
-$104,590.95 
TGT Target Corp.
-3.66%
-$78,442.92 
VRSK Verisk Analytics, Inc.
-3.62%
-$1,496.11 
DAL Delta Air Lines, Inc.
-3.57%
-$195.27 
DJT Trump Media & Technology Group Corp.
-3.56%
-$21.62 
RCL Royal Caribbean Cruises Ltd.
-3.54%
-$445.94 
TSCO Tractor Supply Company
-3.53%
-$2,316.47 
F Ford Motor Co.
-3.48%
-$380.97 
NVS Novartis AG Sponsored ADR
-3.46%
-$4,072.08 
CL Colgate-Palmolive Co.
-3.46%
-$1,944.49 
BKNG Booking Holdings Inc.
-3.42%
-$1,257.42 
GPC Genuine Parts Company
-3.39%
-$1,137.08 
VIK Viking Holdings Ltd.
-3.37%
-$939.72 
DKS DICK'S Sporting Goods, Inc.
-3.37%
-$110.22 
CHD Church & Dwight Co., Inc.
-3.33%
-$112.22 
ALK Alaska Air Group Inc.
-3.28%
-$308.56 
WSM Williams-Sonoma, Inc.
-3.26%
-$15,163.98 
XYZ Block Inc. Class A Common Stock
-3.24%
-$616.96 
UBER Uber Technologies Inc.
-3.21%
-$6,808.74 
HSY The Hershey Company Common Stock
-3.18%
-$491.48 
MHK Mohawk Industries Inc.
-3.17%
-$81.6 
INTU Intuit Inc.
-3.16%
-$684.42 
TDG TransDigm Group Inc.
-3.15%
-$107.73 
YUM Yum! Brands, Inc.
-3.1%
-$531.69 
VYX NCR Voyix Corporation
-3.07%
-$20.93 
CI The Cigna Group
-2.97%
-$1,069.89 
KD Kyndryl Holdings Inc.
-2.96%
-$22.5 
ATI ATI Inc.
-2.96%
-$234.71 
EXPE Expedia Group Inc.
-2.93%
-$884.34 
LLY Eli Lilly and Company
-2.91%
-$14,801.43 
RPM RPM International Inc.
-2.9%
-$161.97 
TRIP Tripadvisor, Inc.
-2.84%
-$2.48 
BURL Burlington Stores Inc.
-2.82%
-$42.78 
JELD JELD-WEN Holding, Inc.
-2.82%
-$6.44 
PG The Procter & Gamble Company
-2.79%
-$8,085 
LOW Lowe's Companies, Inc.
-2.78%
-$1,257.49 
GDRX GoodRx Holdings, Inc. Class A Common Stock
-2.76%
-$100 
KO The Coca-Cola Company
-2.72%
-$16,083.81 
CTVA Corteva Inc.
-2.68%
-$6.9 
KEEL Bitfarms Ltd.
-2.68%
-$12 
RGLD Royal Gold, Inc.
-2.67%
-$932.74 
MNST Monster Beverage Corporation
-2.65%
-$1,814.73 
ADBE Adobe Inc.
-2.65%
-$2,215.53 
VSNT Versant Media Group Inc. Class A Common Stock
-2.62%
-$21.12 
CDE Coeur Mining Inc.
-2.59%
-$720.72 
WHR Whirlpool Corp.
-2.59%
-$218.28 
UHAL-B U-Haul Holding Company
-2.56%
-$23,506.38 
HD The Home Depot, Inc.
-2.54%
-$33,343.36 
NKE Nike, Inc. Class B Common Stock
-2.5%
-$845.76 
CRWV CoreWeave Inc. Class A Common Stock
-2.5%
-$315.53 
CMG Chipotle Mexican Grill, Inc.
-2.49%
-$362.6 
TKO TKO Group Holdings, Inc. Class A Common Stock
-2.49%
-$48.62 
UHAL U-Haul Holding Company
-2.42%
-$2.75 
ASM Avino Silver & Gold Mines Ltd.
-2.41%
-$575 
VERU Veru Inc.
-2.4%
-$5.5 
FPS Forgent Power Solutions Inc. Class A Common Stock
-2.39%
-$586.67 
RYAAY Ryanair Holdings plc Sponsored ADR
-2.38%
-$30.6 
CACC Credit Acceptance Corporation
-2.37%
-$20,215.47 
NVR NVR Inc.
-2.36%
-$39,679.75 
GE General Electric Company
-2.35%
-$1,976.26 
TOST Toast, Inc. Class A Common Stock
-2.32%
-$74.4 
HLT Hilton Worldwide Holdings Inc.
-2.29%
-$147.6 
BRK-B Berkshire Hathaway Inc.
-2.28%
-$73,745.49 
EQX Equinox Gold Corp.
-2.27%
-$470 
CAT Caterpillar Inc.
-2.26%
-$2,493.16 
KKR Korro Bio, Inc.
-2.26%
-$2,373 
EFX Equifax Inc.
-2.24%
-$743.4 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.2%
-$918.4 
PEP PepsiCo, Inc.
-2.18%
-$1,302.9 
MS Morgan Stanley Common Stock
-2.14%
-$626.46 
OKLO Oklo Inc. Class A Common Stock
-2.13%
-$138 
SSRM SSR Mining Inc.
-2.12%
-$310 
AFL Aflac Incorporated
-2.12%
-$3,828.87 
MO Altria Group, Inc.
-2.11%
-$2,508.61 
SOLV Solventum Corporation
-2.1%
-$42.32 
EXK Endeavour Silver Corp.
-2.09%
-$320 
CB Chubb Limited
-2.08%
-$1,198.43 
PCAR PACCAR Inc.
-2.07%
-$18,046.5 
COR Cencora Inc.
-2.06%
-$69.8 
SHW The Sherwin-Williams Company
-2.05%
-$1,019.52 
BMY Bristol-Myers Squibb Company
-2.04%
-$2,422.22 
ABNB Airbnb Inc. Class A Common Stock
-2.04%
-$329.36 
GIS General Mills Inc.
-2.03%
-$72.93 
ALL The Allstate Corporation
-2%
-$10,038.86 
FISV Fiserv, Inc.
-2%
-$94.39 
RBLX Roblox Corp. Class A Common Stock
-1.98%
-$191.53 
FOX Fox Corporation Class B Common Stock
-1.97%
-$175.2 
MCD McDonald's Corporation
-1.97%
-$13,585.44 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.96%
-$11,004.77 
WPM Wheaton Precious Metals Corp.
-1.96%
-$387.2 
INDA iShares MSCI India ETF
-1.93%
-$142.74 
VTRS Viatris Inc.
-1.92%
-$129.93 
GM General Motors Co.
-1.92%
-$871.72 
PAAS Pan American Silver Corp.
-1.9%
-$18.72 
KMB Kimberly-Clark Corporation
-1.9%
-$4,257.87 
RIVN Rivian Automotive, Inc. Class A
-1.87%
-$22.5 
HDB HDFC Bank Ltd. ADR
-1.85%
-$121.18 
CROX Crocs, Inc.
-1.84%
-$10,864.67 
AG First Majestic Silver Corp.
-1.82%
-$412.5 
IREN IREN Ltd.
-1.8%
-$2,110.48 
OSK Oshkosh Corporation
-1.79%
-$884.47 
AA Alcoa Corporation
-1.78%
-$3.45 
MCO Moody's Corporation
-1.77%
-$69.64 
UNH UnitedHealth Group Inc.
-1.76%
-$24,342.53 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.73%
-$1,001.16 
CLPT ClearPoint Neuro Inc.
-1.73%
-$1,955.36 
TJX The TJX Companies, Inc.
-1.73%
-$1,491.37 
ORLY O'Reilly Automotive Inc.
-1.72%
-$1,042.8 
MA Mastercard Inc. Class A Common Stock
-1.69%
-$5,780.79 
XLC State Street Communication Services Select Sector SPDR ETF
-1.69%
-$178.36 
WY Weyerhaeuser Co.
-1.69%
-$374.19 
ULTA Ulta Beauty, Inc.
-1.69%
-$12,424.49 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.69%
-$4,648.24 
BLK BlackRock, Inc.
-1.68%
-$1,830.72 
MAR Marriott International, Inc. Class A Common Stock
-1.67%
-$66.1 
HIG The Hartford Insurance Group, Inc.
-1.66%
-$410.64 
EME EMCOR Group, Inc.
-1.66%
-$920.64 
PSLV Sprott Physical Silver Trust
-1.64%
-$145 
KLAC KLA Corporation
-1.62%
-$1,819.2 
GDX VanEck Gold Miners ETF
-1.62%
-$629.37 
MKL Markel Group Inc.
-1.61%
-$5,453.92 
GDXJ VanEck Junior Gold Miners ETF
-1.59%
-$503.97 
APP AppLovin Corporation Class A Common Stock
-1.58%
-$12.57 
STEW SRH Total Return Fund, Inc.
-1.58%
-$58 
NFLX Netflix Inc.
-1.58%
-$566.04 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.58%
-$25.65 
UPRO ProShares UltraPro S&P 500
-1.58%
-$161.77 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.57%
-$338.25 
UNP Union Pacific Corp.
-1.56%
-$767.25 
HL Hecla Mining Company
-1.56%
-$323.62 
WSO Watsco Inc.
-1.55%
-$340.03 
BTI British American Tobacco plc ADR
-1.55%
-$27.11 
GEV GE Vernova Inc.
-1.54%
-$702.9 
STCE Schwab Crypto Thematic Natural Language Processing ETF
-1.54%
-$666.12 
REGN Regeneron Pharmaceuticals, Inc.
-1.52%
-$899.64 
CRCL Circle Internet Group, Inc. Class A
-1.52%
-$295.68 
AMGN Amgen Inc. Common Stock
-1.5%
-$89,617.92 
VCR Vanguard Consumer Discretionary ETF
-1.49%
-$85.95 
AFG American Financial Group Inc
-1.49%
-$148.2 
BALL Ball Corporation
-1.48%
-$14.62 
HRL Hormel Foods Corporation
-1.48%
-$116.86 
CAG Conagra Brands Inc.
-1.46%
-$58.08 
TRV The Travelers Companies, Inc.
-1.46%
-$165.76 
MRK Merck & Co., Inc.
-1.44%
-$69,069.93 
PJP Invesco Pharmaceuticals ETF
-1.44%
-$375.15 
DPZ Domino's Pizza, Inc.
-1.44%
-$893.76 
V Visa Inc. Class A
-1.43%
-$31,314.22 
WMT Walmart Inc.
-1.42%
-$12,449.33 
NVTS Navitas Semiconductor Corporation
-1.41%
-$2,252.64 
JNJ Johnson & Johnson
-1.41%
-$21,682.02 
KGC Kinross Gold Corporation
-1.41%
-$240 
GS The Goldman Sachs Group, Inc.
-1.41%
-$1,202.88 
COST Costco Wholesale Corp
-1.4%
-$21,261.69 
MCK McKesson Corporation
-1.4%
-$10,376.12 
VOX Vanguard Communication Services ETF
-1.4%
-$169.62 
ON ON Semiconductor Corporation
-1.39%
-$2,326.62 
PS Pluralsight Inc
-1.35%
-$131.76 
ZTS Zoetis Inc. Class A Common Stock
-1.33%
-$11,199.66 
COF Capital One Financial Corp.
-1.32%
-$164.39 
SOFI SoFi Technologies, Inc.
-1.32%
-$2,354.62 
PH Parker-Hannifin Corporation
-1.32%
-$1,365.32 
BEN Franklin Templeton Inc.
-1.32%
-$9.13 
RTX RTX Corporation
-1.31%
-$2,544.65 
BR Broadridge Financial Solutions, Inc.
-1.31%
-$695.4 
GNL Global Net Lease, Inc.
-1.3%
-$148.49 
UL Unilever PLC Sponsored ADR
-1.3%
-$227.07 
TE T1 Energy Inc.
-1.3%
-$6 
NVT nVent Electric plc
-1.3%
-$2,695.99 
GSHRF Gold X2 Mining Inc.
-1.28%
-$53.76 
VZ Verizon Communications Inc.
-1.25%
-$881.97 
XBI State Street SPDR S&P Biotech ETF
-1.25%
-$303.2 
AIZ Assurant Inc.
-1.24%
-$146.37 
NVO Novo Nordisk A/S Sponsored ADR
-1.23%
-$594.61 
SLV iShares Silver Trust
-1.23%
-$346.06 
JPM JPMorgan Chase & Co.
-1.21%
-$53,915.42 
META Meta Platforms Inc Class A
-1.2%
-$28,008.89 
MRCY Mercury Systems Inc.
-1.2%
-$205.66 
BX Blackstone Inc.
-1.2%
-$20,475.83 
PFE Pfizer Inc.
-1.2%
-$1,209.61 
XLF State Street Financial Select Sector SPDR ETF
-1.2%
-$6,722.48 
FDX FedEx Corp.
-1.19%
-$5,994.02 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.18%
-$42.02 
LUV Southwest Airlines Co.
-1.18%
-$346.99 
TTD The Trade Desk, Inc. Class A Common Stock
-1.18%
-$106.64 
AON Aon plc Class A
-1.18%
-$147.8 
ENSG The Ensign Group, Inc.
-1.17%
-$31.35 
HMC Honda Motor Co Ltd Sponsored ADR
-1.17%
-$225.59 
ARKF ARK Blockchain & Fintech Innovation ETF
-1.16%
-$8.48 
VFH Vanguard Financials Index Fund ETF Shares
-1.16%
-$216 
XLV State Street Health Care Select Sector SPDR ETF
-1.15%
-$6,511.45 
ELV Elevance Health, Inc.
-1.15%
-$15.35 
SBUX Starbucks Corp.
-1.15%
-$1,064.7 
FAST Fastenal Co.
-1.13%
-$1,614.83 
CSX CSX Corporation
-1.12%
-$8.7 
C Citigroup Inc.
-1.11%
-$681.13 
B BARRICK MINING CORP Common Stock (ABR0)
-1.11%
-$344 
VHT Vanguard Health Care ETF
-1.11%
-$671.4 
ECL Ecolab Inc.
-1.1%
-$9.63 
KHC The Kraft Heinz Company
-1.1%
-$106.15 
ALNY Alnylam Pharmaceuticals, Inc.
-1.09%
-$12.43 
CVS CVS Health Corporation Common Stock
-1.08%
-$159.12 
GOOGL Alphabet Inc
-1.08%
-$26,953.5 
FDS FactSet Research Systems Inc.
-1.07%
-$118.47 
NWG NatWest Group plc Sponsored ADR
-1.06%
-$35.46 
LPLA LPL Financial Holdings Inc.
-1.05%
-$1,569.12 
AEM Agnico Eagle Mines Limited
-1.04%
-$379.04 
PEG Public Service Enterprise Group Inc.
-1.04%
-$212.04 
GOOG Alphabet Inc
-1%
-$60,658.55 
BAX Baxter International Inc.
-0.99%
-$127.5 
AMZN Amazon.com Inc
-0.98%
-$35,647.86 
SAP SAP SE Sponsored ADR
-0.98%
-$42.3 
WU The Western Union Company
-0.97%
-$28.23 
CLH Clean Harbors, Inc.
-0.97%
-$12.4 
CMS CMS Energy Corporation Common Stock
-0.96%
-$58.73 
WKHS Workhorse Group Inc.
-0.95%
-$0.03 
VIGI Vanguard International Dividend Appreciation ETF
-0.94%
-$52.96 
CRM Salesforce, Inc.
-0.93%
-$705.99 
CPNG Coupang, Inc. Class A Common Stock
-0.93%
-$52 
ADSK Autodesk Inc.
-0.92%
-$434.75 
DEO Diageo plc Sponsored ADR
-0.92%
-$153.08 
PM Philip Morris International Inc.
-0.91%
-$2,419.61 
WEC WEC Energy Group Inc.
-0.91%
-$2,842.74 
CART Maplebear Inc. Common Stock
-0.9%
-$39.52 
MSCI MSCI Inc.
-0.9%
-$22.24 
SPLV Invesco S&P 500 Low Volatility ETF
-0.89%
-$1,911.48 
CINF Cincinnati Financial Corporation
-0.89%
-$241.74 
PYPL PayPal Holdings, Inc.
-0.89%
-$964.03 
CGIE Capital Group International Equity ETF
-0.89%
-$5,118.4 
COWZ Pacer US Cash Cows 100 ETF
-0.88%
-$48,159.09 
MRSH Marsh & McLennan Companies, Inc.
-0.88%
-$818.4 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.87%
-$2,001.75 
MDT Medtronic plc
-0.86%
-$242.99 
FVD First Trust Value Line Dividend Index Fund
-0.86%
-$105.7 
GWW W.W. Grainger Inc.
-0.86%
-$11.65 
ITW Illinois Tool Works Inc.
-0.86%
-$387.18 
RGS Regis Corp.
-0.85%
-$3 
SDY State Street SPDR S&P Dividend ETF
-0.84%
-$2,846.16 
VST Vistra Corp.
-0.83%
-$547.56 
EXC Exelon Corp.
-0.82%
-$120.25 
PPL PPL Corporation
-0.82%
-$34.51 
DVY iShares Select Dividend ETF
-0.81%
-$1,057.32 
IDA IDACORP Inc.
-0.8%
-$79.8 
AJG Arthur J. Gallagher & Co.
-0.79%
-$264.45 
BSX Boston Scientific Corp.
-0.79%
-$80.66 
VAW Vanguard Materials Index Fund ETF Shares
-0.79%
-$41.17 
EXEL Exelixis Inc.
-0.79%
-$103 
VIG Vanguard Dividend Appreciation ETF
-0.78%
-$2,924.16 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$3,805.38 
SO The Southern Company
-0.77%
-$321.18 
ETR Entergy Corporation Common Stock
-0.76%
-$33 
CEG Constellation Energy Corporation
-0.76%
-$3,313.54 
PRCT PROCEPT BioRobotics Corp.
-0.75%
-$100.8 
IBB iShares Biotechnology ETF
-0.75%
-$91.06 
CM Canadian Imperial Bank of Commerce
-0.75%
-$350.88 
AVDV Avantis International Small Cap Value ETF
-0.74%
-$5,840.64 
IDXX IDEXX Laboratories, Inc.
-0.72%
-$242.49 
DGRO iShares Core Dividend Growth ETF
-0.72%
-$566.66 
RYN Rayonier Inc.
-0.72%
-$32 
AVLV Avantis U.S. Large Cap Value ETF
-0.72%
-$6.75 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.72%
-$1,056.7 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.72%
-$10.2 
SGOL abrdn Physical Gold Shares ETF
-0.72%
-$148.22 
AVMV Avantis U.S. Mid Cap Value ETF
-0.72%
-$5.7 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$130.68 
AZN AstraZeneca PLC American Depositary Shares
-0.71%
-$99.63 
AEP American Electric Power Company, Inc.
-0.71%
-$126.45 
CGCV Capital Group Conservative Equity ETF
-0.71%
-$2,985.44 
URAN Themes Uranium & Nuclear ETF
-0.71%
-$9.68 
ITA iShares U.S. Aerospace & Defense ETF
-0.7%
-$308.16 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.7%
-$244.44 
DIS The Walt Disney Company
-0.7%
-$2,601.24 
RSP Invesco S&P 500 Equal Weight ETF
-0.7%
-$2,218.5 
XLU State Street Utilities Select Sector SPDR ETF
-0.7%
-$3,389.7 
JEPI JPMorgan Equity Premium Income ETF
-0.7%
-$131.6 
TSLA Tesla, Inc.
-0.7%
-$5,624.53 
GCOW Pacer Global Cash Cows Dividend ETF
-0.69%
-$650.76 
RVT Royce Small-Cap Trust, Inc.
-0.69%
-$12.3 
EWU iShares MSCI United Kingdom ETF
-0.69%
-$16.5 
EMN Eastman Chemical Co.
-0.69%
-$231.75 
VOT Vanguard Mid-Cap Growth ETF
-0.69%
-$4,127.24 
DB Deutsche Bank AG
-0.68%
-$19.35 
IAU iShares Gold Trust
-0.68%
-$257.5 
GLD SPDR Gold Shares
-0.68%
-$7,599.48 
AMP Ameriprise Financial Inc.
-0.66%
-$366.3 
RIO Rio Tinto plc ADR
-0.66%
-$207.57 
BAC Bank of America Corporation
-0.66%
-$12,444.99 
SCHW The Charles Schwab Corporation
-0.66%
-$7,329 
AOD abrdn Total Dynamic Dividend Fund
-0.65%
-$100.3 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.65%
-$107 
BMNR BitMine Immersion Technologies, Inc.
-0.64%
-$157.62 
FELV Fidelity Enhanced Large Cap Value ETF
-0.64%
-$455.95 
ATO Atmos Energy Corporation
-0.64%
-$29.97 
VPU Vanguard Utilities ETF
-0.63%
-$210.6 
CGUS Capital Group Core Equity ETF
-0.63%
-$20,505.8 
SITM SiTime Corporation
-0.63%
-$1,463.73 
JGRW Jensen Quality Growth ETF
-0.63%
-$153.03 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.62%
-$478.64 
TOL Toll Brothers, Inc.
-0.6%
-$8.5 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
-0.6%
-$285.92 
SRE Sempra
-0.6%
-$1,201.9 
ITB iShares U.S. Home Construction ETF
-0.59%
-$974.16 
PSX Phillips 66
-0.59%
-$1,851.36 
TM Toyota Motor Corporation Sponsored ADR
-0.58%
-$3,289.76 
CALF Pacer US Small Cap Cash Cows ETF
-0.58%
-$9,996.34 
EWJ iShares MSCI Japan ETF
-0.58%
-$108.35 
ETN Eaton Corporation plc
-0.58%
-$438.7 
AVDE Avantis International Equity Fund Institutional Class
-0.58%
-$5.15 
OEF iShares S&P 100 ETF
-0.58%
-$216.31 
PRF Invesco RAFI US 1000 ETF
-0.58%
-$235.62 
ADP Automatic Data Processing Inc.
-0.57%
-$375.18 
SCHV Schwab U.S. Large-Cap Value ETF
-0.56%
-$963.88 
DFIS DFA International Small Company I
-0.56%
-$47 
XLB State Street Materials Select Sector SPDR ETF
-0.56%
-$117.16 
VONV Vanguard Russell 1000 Value ETF
-0.56%
-$103.32 
CGDV Capital Group Dividend Value ETF
-0.55%
-$39,674.88 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.55%
-$73.6 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.55%
-$3,777.3 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$462.61 
VTV Vanguard Morningstar Value ETF
-0.55%
-$25,146.25 
DFAU Dimensional U.S. Core Equity Market ETF
-0.55%
-$1,418.1 
CGXU Capital Group International Focus Equity ETF
-0.55%
-$25,270 
CGBL Capital Group Core Balanced ETF
-0.54%
-$2,678 
MRP Millrose Properties, Inc.
-0.54%
-$5.07 
CGGR Capital Group Growth ETF
-0.54%
-$7,676 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$1.03 
CION CION Investment Corporation
-0.53%
-$134.89 
HEI HEICO Corporation
-0.53%
-$16 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$69.7 
PGR The Progressive Corporation
-0.53%
-$20.74 
DISV Dimensional International Small Cap Value ETF
-0.53%
-$47.25 
FIVA Fidelity International Value Factor ETF
-0.53%
-$82.6 
MMM 3M Company
-0.52%
-$86.48 
EFA iShares MSCI EAFE ETF
-0.52%
-$53.5 
IVV iShares Core S&P 500 ETF
-0.52%
-$3,617.79 
SCHM Schwab U.S. Mid-Cap ETF
-0.52%
-$3,265.2 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.52%
-$3,379 
AVUS Avantis U.S. Equity ETF
-0.51%
-$69.3 
ESGV Vanguard ESG U.S. Stock ETF
-0.51%
-$64.17 
AWK American Water Works Company, Inc.
-0.51%
-$50.37 
DIVI Franklin International Core Equity Fund
-0.51%
-$40.63 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.51%
-$175.18 
VOO Vanguard S&P 500 ETF
-0.51%
-$2,680.24 
TEL TE Connectivity plc
-0.5%
-$50.4 
ES Eversource Energy
-0.5%
-$126.48 
JVAL JPMorgan U.S. Value Factor ETF
-0.5%
-$151.63 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.5%
-$12.5 
VGLT Vanguard Long-Term Treasury ETF
-0.5%
-$19.23 
SPY State Street SPDR S&P 500 ETF Trust
-0.49%
-$9,283.73 
ACM AECOM
-0.49%
-$356.7 
MELI MercadoLibre Inc.
-0.49%
-$2,965.75 
EBAY eBay Inc.
-0.49%
-$7,297.09 
USMV iShares MSCI USA Min Vol Factor ETF
-0.49%
-$969.6 
DFAI Dimensional International Core Equity Market ETF
-0.48%
-$14,131.6 
WFC Wells Fargo & Company
-0.48%
-$535.2 
CGGO Capital Group Global Growth Equity ETF
-0.48%
-$5,108.22 
IWV iShares Russell 3000 ETF
-0.48%
-$343.62 
VB Vanguard Small-Cap ETF
-0.48%
-$2,644.08 
USB U.S. Bancorp
-0.47%
-$320.06 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.47%
-$130 
NXPI NXP Semiconductors N.V.
-0.47%
-$115.36 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$627.71 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.46%
-$1,529.69 
VV Vanguard Morningstar Large-Cap ETF
-0.46%
-$7,895.83 
TLH iShares 10-20 Year Treasury Bond ETF
-0.46%
-$0.44 
NIO NIO Inc. American Depositary Shares
-0.45%
-$2.25 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.45%
-$42.63 
VTI Vanguard Total Stock Market ETF
-0.45%
-$18,789.31 
SCHK Schwab 1000 Index ETF
-0.45%
-$139.59 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.45%
-$33.17 
MPC Marathon Petroleum Corp.
-0.45%
-$483.8 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.44%
-$399.88 
VBR Vanguard Small-Cap Value ETF
-0.44%
-$2,509.14 
MXI iShares Global Materials ETF
-0.44%
-$125.52 
DSI iShares ESG MSCI KLD 400 ETF
-0.44%
-$32.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$1.46 
YUMC Yum China Holdings, Inc.
-0.44%
-$38.22 
ALAB Astera Labs, Inc.
-0.43%
-$387.52 
DFUV Dimensional US Marketwide Value ETF
-0.43%
-$322.18 
DFUS Dimensional U.S. Equity Market ETF
-0.43%
-$18,168.48 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$243.36 
XRPI Volatility Shares Trust XRP ETF
-0.42%
-$55.32 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.42%
-$92.7 
VBK Vanguard Small-Cap Growth ETF
-0.42%
-$22 
VLTO Veralto Corporation
-0.41%
-$46.01 
SCHB Schwab U.S. Broad Market ETF
-0.41%
-$243.84 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.41%
-$23.2 
CGDG Capital Group Dividend Growers ETF
-0.41%
-$2,178.84 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.41%
-$17.02 
IYM iShares U.S. Basic Materials ETF
-0.41%
-$505.16 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.4%
-$7.26 
TT Trane Technologies plc
-0.38%
-$3.4 
O Realty Income Corp.
-0.38%
-$19.35 
PNC The PNC Financial Services Group, Inc.
-0.38%
-$42.5 
TAN Invesco Solar ETF
-0.37%
-$53.16 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$623.35 
NLR VanEck Uranium and Nuclear ETF
-0.37%
-$4.69 
NVDA NVIDIA Corporation
-0.36%
-$19,778.99 
MTB M&T Bank Corporation
-0.36%
-$2,213.6 
CMI Cummins Inc.
-0.36%
-$20.46 
SCHF Schwab International Equity ETF
-0.35%
-$499.32 
SUSA iShares ESG Optimized MSCI USA ETF
-0.35%
-$17.98 
VEA Vanguard FTSE Developed Markets ETF
-0.35%
-$14,870.88 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.34%
-$1,141.38 
D Dominion Energy, Inc.
-0.34%
-$27.45 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.34%
-$40.32 
VYMI Vanguard International High Dividend Yield ETF
-0.34%
-$44.85 
SCHA Schwab U.S. Small-Cap ETF
-0.34%
-$251.35 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.34%
-$6.6 
VONG Vanguard Russell 1000 Growth ETF
-0.34%
-$45.65 
MCHP Microchip Technology Inc.
-0.34%
-$41.25 
NBIS Nebius Group N.V. Class A Ordinary Shares
-0.33%
-$237.97 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.33%
-$6.48 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.33%
-$33.98 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.32%
-$594 
WEX WEX Inc.
-0.31%
-$45.88 
RY Royal Bank of Canada
-0.31%
-$54.18 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$1,790.8 
IDMO Invesco S&P International Developed Momentum ETF
-0.31%
-$369.72 
GOVI Invesco Equal Weight 0-30 Year Treasury ETF
-0.31%
-$7.36 
JPIN JPMorgan Diversified Return International Equity ETF
-0.31%
-$308.22 
ZBH Zimmer Biomet Holdings Inc.
-0.3%
-$15.3 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$2,165.02 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.3%
-$31.2 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.3%
-$45.63 
CGCP Capital Group Core Plus Income ETF
-0.3%
-$39,347.68 
CGIC Capital Group International Core Equity ETF
-0.3%
-$360.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.3%
-$6.72 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.3%
-$163.95 
CGSD Capital Group Short Duration Income ETF
-0.29%
-$26,925.6 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.29%
-$3,637.74 
CCJ Cameco Corporation
-0.28%
-$27.9 
DHR Danaher Corp.
-0.28%
-$103.35 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$11,806.95 
IWM iShares Russell 2000 ETF
-0.28%
-$143.99 
NLY Annaly Capital Management, Inc.
-0.27%
-$1.35 
DUK Duke Energy Corporation
-0.27%
-$85.09 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$63.18 
CGCB Capital Group Core Bond ETF
-0.26%
-$6,065.09 
IWP iShares Russell Mid-Cap Growth ETF
-0.26%
-$4.76 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.25%
-$2,854.28 
XYL Xylem Inc.
-0.25%
-$9.35 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$433.99 
LRCX Lam Research Corp.
-0.24%
-$1,894.48 
PFF iShares Preferred and Income Securities ETF
-0.24%
-$166.32 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.24%
-$92.69 
VRT Vertiv Holdings Co Class A Common Stock
-0.23%
-$159.16 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.23%
-$0.15 
BND Vanguard Total Bond Market ETF
-0.22%
-$1,755.52 
CPRT Copart, Inc.
-0.22%
-$65.45 
PAYX Paychex Inc.
-0.22%
-$10.87 
SOLS Sollensys Corp
-0.22%
-$21.66 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.22%
-$679.91 
GBTC Grayscale Bitcoin Trust ETF
-0.21%
-$41.58 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.21%
-$201.97 
HDV iShares Core High Dividend ETF
-0.21%
-$23.07 
OTIS Otis Worldwide Corporation
-0.21%
-$4.8 
AAPL Apple Inc.
-0.21%
-$21,809.48 
BIV Vanguard Intermediate-Term Bond ETF
-0.21%
-$5.89 
BITB Bitwise Bitcoin ETF
-0.2%
-$53.01 
AVIG Avantis Core Fixed Income ETF
-0.2%
-$49.6 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.2%
-$55.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$44.27 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.2%
-$3.6 
SAN Banco Santander, S.A. Sponsored ADR
-0.19%
-$4.45 
HFSI Hartford Strategic Income ETF
-0.19%
-$19.82 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.19%
-$31.54 
IBIT iShares Bitcoin Trust ETF
-0.18%
-$8.59 
XMMO Invesco S&P MidCap Momentum ETF
-0.18%
-$887.5 
WAL Western Alliance Bancorporation Common Stock
-0.18%
-$2,051.28 
TQQQ ProShares UltraPro QQQ
-0.18%
-$18.12 
FNDF Schwab Fundamental International Equity ETF
-0.18%
-$57.76 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$29.76 
RNRG Global X Renewable Energy Producers ETF
-0.17%
-$15.79 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.17%
-$159.96 
BROS Dutch Bros Inc. Class A Common Stock
-0.17%
-$7 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.17%
-$9.9 
SRLN State Street Blackstone Senior Loan ETF
-0.16%
-$0.13 
CNP CenterPoint Energy, Inc.
-0.16%
-$3.71 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.16%
-$6.58 
CMCSA Comcast Corp. Class A Common Stock
-0.15%
-$23.07 
WELL Welltower Inc.
-0.15%
-$11.52 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.15%
-$542.26 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.15%
-$37.48 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.14%
-$22.5 
DFE WisdomTree Europe SmallCap Dividend Fund
-0.14%
-$1.92 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.14%
-$28.89 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.14%
-$1.85 
SPG Simon Property Group Inc.
-0.13%
-$3,768.84 
FDXF FedEx Freight Holding Company, Inc.
-0.13%
-$113.4 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.12%
-$416.1 
RELX RELX PLC American Depositary Receipt
-0.12%
-$3 
LIN Linde plc
-0.12%
-$46.74 
MBB iShares MBS ETF
-0.12%
-$2.75 
DFIV Dimensional International Value ETF
-0.12%
-$3,114.02 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.11%
-$21.32 
SPMO Invesco S&P 500 Momentum ETF
-0.11%
-$168.91 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.11%
-$69.89 
PLD Prologis, Inc.
-0.1%
-$1.69 
BGRN iShares USD Green Bond ETF
-0.1%
-$31.3 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$352.7 
CWB SPDR Bloomberg Convertible Securities ETF
-0.08%
-$6.07 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.08%
-$54.4 
AVSF Avantis Short-Term Fixed Income ETF
-0.08%
-$20.98 
AVA Avista Corporation
-0.08%
-$11.88 
DIV Global X SuperDividend U.S. ETF
-0.08%
-$9 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$0.06 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.07%
-$814 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$12.36 
APD Air Products and Chemicals Inc.
-0.07%
-$1.47 
FITB Fifth Third Bancorp
-0.07%
-$899.78 
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$424.05 
CARR Carrier Global Corp.
-0.06%
-$17.11 
GILD Gilead Sciences Inc.
-0.06%
-$84.64 
LHX L3Harris Technologies, Inc.
-0.06%
-$1.8 
CGUI Capital Group Ultra Short Income ETF
-0.06%
-$127.64 
NATL NCR Atleos Corporation
-0.05%
-$0.97 
GLW Corning Incorporated
-0.05%
-$3.77 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$1,982.67 
SCHE Schwab Emerging Markets Equity ETF
-0.04%
-$12.78 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$139.37 
AVGO Broadcom Inc.
-0.04%
-$442.78 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$133.25 
RMT Royce Micro-Cap Trust, Inc.
-0.04%
-$0.86 
FLOT iShares Floating Rate Bond ETF
-0.04%
-$3.68 
FDN First Trust Dow Jones Internet Index Fund
-0.04%
-$39.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$8.63 
SHOP Shopify Inc.
-0.03%
-$9.13 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,735.32 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$0.49 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$29.6 
BNDX Vanguard Total International Bond ETF
-0.01%
-$35.53 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$0.3 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$46.15 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$1.11 Events
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Dividends
Dividend Analysis
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| Trades 3661 | Longs Won 2427/3661 66% | Profit Factor 5.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $247,856.15 |
| Average Win $45,077.75 | Best Trade (Oct 23) $6.24M | Sharpe Ratio -10.42 |
| Average Loss -$15,639.48 | Worst Trade (Jun 30) -$9.44M | Z-Score 10.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $24,612.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y162 | 27,828 | $1.85M | $1.85M | - | - | - | 0.0 |
| 2523 25239Y188 | 1,752 | $135,665 | $135,665 | - | - | - | 0.0 |
| 2523 25239Y212 | 6,705 | $298,037 | $298,037 | - | - | - | 0.0 |
| 4643 46438R204 | 327 | $6,579 | $6,579 | - | - | - | 0.0 |
| AA Alcoa Corporation | 5 | $278 | $190.05 | - | -$87.95 | -31.64% | -1.783% |
| AAPL Apple Inc. | 29,876 | $3.98M | $10.38M | - | $6.4M | 160.7% | -0.21% |
| ABBV AbbVie Inc. | 287 | $65,081.35 | $82,212.58 | - | $17,131.23 | 26.32% | +0.444% |
| ABNB Airbnb Inc. Class A Common Stock | 92 | $12,486 | $15,840.56 | - | $3,354.56 | 26.87% | -2.037% |
| ABT Abbott Laboratories | 1,297 | $158,060.19 | $134,706.42 | - | -$23,353.77 | -14.78% | +1.317% |
| ACHR Archer Aviation Inc. Class A Common Stock | 1,000 | $7,520.04 | $3,905 | - | -$3,615.04 | -48.07% | +2.763% |
| ACLS Axcelis Technologies Inc. | 11 | $2,084.18 | $1,183.32 | - | -$900.86 | -43.22% | +2.707% |
| ACM AECOM | 1,189 | $113,024.02 | $71,970.17 | - | -$41,053.85 | -36.32% | -0.493% |
| ACN Accenture plc | 337 | $103,887.51 | $83,880.98 | - | -$20,006.53 | -19.26% | -3.801% |
| ADBE Adobe Inc. | 309 | $77,112.66 | $81,384.42 | - | $4,271.76 | 5.54% | -2.65% |
| ADI Analog Devices, Inc. | 3 | $814 | $1,170.93 | - | $356.93 | 43.85% | +1.179% |
| ADP Automatic Data Processing Inc. | 215 | $55,171.61 | $65,831.92 | - | $10,660.31 | 19.32% | -0.567% |
| ADSK Autodesk Inc. | 185 | $54,762 | $46,731 | - | -$8,031 | -14.67% | -0.922% |
| AEHR Aehr Test Systems, Inc. | 2,895 | $171,681.42 | $161,714.7 | - | -$9,966.72 | -5.81% | +0.377% |
| AEM Agnico Eagle Mines Limited | 206 | $34,871 | $35,907.86 | - | $1,036.86 | 2.97% | -1.045% |
| AEP American Electric Power Company, Inc. | 137 | $15,797 | $17,771.23 | - | $1,974.23 | 12.5% | -0.707% |
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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 - $1.94M, JPMorgan Chase & Co - $1.58M, Bank of America Corporation - $1.26M, American Express Company - $1.22M, 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 - $472,767.42, Devon Energy Corporation - $398,332.17, BioNTech SE American Depositary Share - $339,810, and Occidental Petroleum Corp - $176,115.28. 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 $18.29M 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 - $748,257.08, Simon Property Group Inc - $577,041.85, and Capital Group Short Duration Income ETF - $555,608.57. 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.
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