LWL
Leo Wealth LLC Portfolio
Invests via Leo Wealth LLC | Managed by Harmen Overdijk, Aleksey Mironenko, Christos Charalambous
Invests via Leo Wealth LLC
Managed by Harmen Overdijk, Aleksey Mironenko, Christos Charalambous
Automatically Tracked
Company Profile
Operating primarily as a family office, Leo Wealth LLC focuses on strategic investment initiatives tailored to the unique needs of affluent families. With expertise in both wealth preservation and generational capital allocation, this entity positions itself at the intersection of finance and personalized asset management. Their approach is built upon understanding complex financial landscapes, leveraging diverse opportunities across various sectors to enhance long-term value for clients. By cultivating strong relationships with high-net-worth individuals, they navigate intricacies of market dynamics while fostering sustainable growth aligned with client legacies.
Operating primarily as a family office, Leo Wealth LLC focuses on strategic investment initiatives tailored to the unique needs of affluent families. With expertise in both wealth preservation and generational capital allocation, this entity positions itself at the intersection of finance and personalized asset management. Their approach is built upon understanding complex financial landscapes, leveraging diverse opportunities across various sectors to enhance long-term value for clients. By cultivating strong relationships with high-net-worth individuals, they navigate intricacies of market dynamics while fostering sustainable growth aligned with client legacies.
Investment Philosophy & Strategy
Transformative investing drives the mission of Leo Wealth LLC, a distinguished family office adept at navigating multifaceted financial terrains. The entity prides itself on innovative capital deployment strategies that cater to the bespoke requirements of affluent families. Their commitment to enhancing long-term wealth is reflected in a unique focus on sustainable opportunities, whether through market inefficiencies or emerging sectors poised for growth. By employing tailored methodologies and fostering strong familial relationships, they emphasize not just preservation but also expansion of legacies over generations.
Transformative investing drives the mission of Leo Wealth LLC, a distinguished family office adept at navigating multifaceted financial terrains. The entity prides itself on innovative capital deployment strategies that cater to the bespoke requirements of affluent families. Their commitment to enhancing long-term wealth is reflected in a unique focus on sustainable opportunities, whether through market inefficiencies or emerging sectors poised for growth. By employing tailored methodologies and fostering strong familial relationships, they emphasize not just preservation but also expansion of legacies over generations.
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:
23.86%
Gain +1.61%
Monthly
0.73%
Yearly
9.15%
Drawdown
13.53%
$1.5B
Equity
Holdings
$1.5B
Investment
$1.33B
$289.91M
Profit +$24.63M
Realized
$121.53M
Unrealized
$168.38M
Dividends
$54.78M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.61%
Profit
$24.63M
Win %
67%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$16.78M
Win %
67%
This Month
Compared to last month
Gain
-1.71%
Profit
-$26.03M
Win %
67%
This Year
Compared to last year
Gain
0.84%
Profit
$19.91M
Win %
66%
LRCX Lam Research Corporation
+12.65%
+$134,620.32 
MU Micron Technology, Inc.
+11.69%
+$419,878.72 
FLKR Franklin FTSE South Korea ETF
+11.43%
+$59,236.8 
AMAT Applied Materials, Inc.
+11.17%
+$47,294.51 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$293,800.78 
INTC Intel Corporation
+9.28%
+$64,028.63 
UMC United Microelectronics Corp. Sponsored ADR
+9.26%
+$29,225 
MKSI MKS Instruments Inc.
+9.25%
+$25,593.75 
REMX VanEck Rare Earth and Strategic Metals ETF
+9.03%
+$52,568.84 
SCCO Southern Copper Corporation
+8.71%
+$33,362.84 
SOXX iShares Semiconductor ETF
+8.39%
+$33,474.54 
AMD Advanced Micro Devices, Inc.
+7.96%
+$219,361.86 
RHLD Resolute Holdings Management Inc.
+7.59%
+$104,040.62 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.26%
+$37,200.6 
FCX Freeport-McMoRan Inc.
+6.85%
+$35,139 
SMH VanEck Semiconductor ETF
+6.78%
+$48,800.7 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$66,079.11 
UAMY United States Antimony Corporation
+6.63%
+$7,735 
HON Honeywell International Inc.
+6.45%
+$725,338.2 
STX Seagate Technology Holdings plc
+6.38%
+$39,960.7 
PANW Palo Alto Networks, Inc.
+6.2%
+$85,435.2 
QCOM QUALCOMM Incorporated
+6.15%
+$29,811.6 
VRT Vertiv Holdings Co
+6.06%
+$48,331.14 
HWM Howmet Aerospace Inc.
+6.05%
+$15,477.5 
BA Boeing Company
+6.05%
+$41,067.36 
AFRM Affirm Holdings, Inc.
+5.86%
+$3.4M 
FDX FedEx Corporation
+5.83%
+$26,198.34 
ARTY iShares Future AI & Tech ETF
+5.75%
+$27,721.84 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+5.66%
+$18,409.68 
GPGI GPGI Inc
+5.64%
+$7,094.75 
ELA Envela Corporation
+5.58%
+$32,528.7 
QTUM Defiance Quantum ETF
+5.54%
+$15,743.97 
SLV iShares Silver Trust
+5.5%
+$37,095.34 
SIVR abrdn Physical Silver Shares ETF
+5.41%
+$107,774.24 
FATE Fate Therapeutics Inc.
+5.35%
+$7,043.9 
TXN Texas Instruments Inc
+5.33%
+$26,365.1 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$786,342.84 
UPS United Parcel Service, Inc.
+5.22%
+$34,258.84 
GD General Dynamics Corporation
+5.2%
+$17,188.39 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$14,747.98 
IDHQ Invesco S&P International Developed Quality ETF
+5.12%
+$12,880.56 
GLW Corning Incorporated
+5.01%
+$50,259.66 
ADI Analog Devices, Inc.
+4.96%
+$12,707.38 
ETN Eaton Corporation plc
+4.88%
+$25,721.29 
CAT Caterpillar Inc.
+4.83%
+$63,291.59 
AMGN Amgen Inc.
+4.79%
+$30,171.27 
PALL abrdn Physical Palladium Shares ETF
+4.77%
+$19,470.03 
TSLA Tesla, Inc.
+4.63%
+$107,751.66 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$16,522.79 
GEV GE Vernova Inc.
+4.58%
+$517,837.75 
LMT Lockheed Martin Corporation
+4.57%
+$75,527.94 
NKE Nike, Inc. - Class B
+4.54%
+$9,045.33 
SOLS Sollensys Corp.
+4.48%
+$39,184.8 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$12,729.86 
GE General Electric Company
+4.42%
+$60,502.42 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.39%
+$162,663.9 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$38,653.8 
CCJ Cameco Corporation
+4.17%
+$22,504.68 
CMI Cummins Inc.
+4.03%
+$30,376.9 
DD DuPont de Nemours Inc.
+3.95%
+$8,066.96 
NVS Novartis AG Sponsored ADR
+3.92%
+$92,102.13 
RTX RTX Corporation
+3.83%
+$30,899.2 
TDG TransDigm Group Inc.
+3.77%
+$13,424.04 
VLUE iShares MSCI USA Value Factor ETF
+3.68%
+$10,193.04 
EMR Emerson Electric Co.
+3.67%
+$176,170.72 
TGT Target Corporation
+3.65%
+$12,104.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$250,166.83 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$23,243.24 
GILD Gilead Sciences Inc.
+3.6%
+$39,585 
ABEV Ambev S.A.
+3.54%
+$3,675.32 
SBUX Starbucks Corporation
+3.53%
+$10,717.79 
IWO iShares Russell 2000 Growth ETF
+3.53%
+$12,396.9 
ARES Ares Management Corporation
+3.5%
+$9,599.62 
C Citigroup Inc.
+3.47%
+$40,461.57 
AVGO Broadcom Inc.
+3.47%
+$195,176.85 
VSGX Vanguard ESG International Stock ETF
+3.47%
+$1.9M 
AEM Agnico Eagle Mines Limited
+3.46%
+$6,811.2 
GS The Goldman Sachs Group, Inc.
+3.43%
+$103,311.66 
ETHA iShares Ethereum Trust
+3.42%
+$7,552.86 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$60,533.67 
IYW iShares U.S. Technology ETF
+3.41%
+$11,179.88 
VGT Vanguard Information Technology ETF
+3.33%
+$38,828.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$103,743.75 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$288,938.32 
FTEC Fidelity MSCI Information Technology Index ETF
+3.31%
+$19,806.92 
ETH Grayscale Ethereum Mini Trust ETF
+3.3%
+$6,518.31 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$27,924.68 
GSK GSK plc Sponsored ADR
+3.26%
+$47,990.79 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$11,342.34 
VGK Vanguard FTSE Europe ETF
+3.22%
+$463,873.77 
IQLT iShares MSCI International Quality Factor ETF
+3.16%
+$67,134.87 
GLD SPDR Gold Shares
+3.12%
+$124,777.44 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.12%
+$647,831.16 
ETHE Grayscale Ethereum Trust ETF
+3.11%
+$10,247.54 
ROST Ross Stores, Inc.
+3.1%
+$29,471.81 
EFA iShares MSCI EAFE ETF
+3.06%
+$37,332.44 
BAR GraniteShares Gold Trust
+3.05%
+$29,313.03 
IAU iShares Gold Trust
+3.05%
+$5,389.02 
GLDM SPDR Gold MiniShares Trust
+3.05%
+$78,267.36 
LHX L3Harris Technologies, Inc.
+3.05%
+$12,505.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$34,012.53 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$17,849.4 
VXF Vanguard Extended Market ETF
+2.97%
+$11,014.8 
IWM iShares Russell 2000 ETF
+2.97%
+$28,458.48 
BIIB Biogen Inc.
+2.94%
+$130,055.64 
JIVE JPMorgan International Value ETF
+2.93%
+$15,560.8 
VALE Vale S.A.
+2.91%
+$5,186.94 
MS Morgan Stanley
+2.9%
+$14,868 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.9%
+$49,772.62 
IVLU iShares MSCI International Value Factor ETF
+2.89%
+$12,934.8 
BBJP JPMorgan BetaBuilders Japan Fund
+2.87%
+$15,848.08 
DECK Deckers Outdoor Corporation
+2.85%
+$37,101.68 
TEL TE Connectivity plc
+2.8%
+$23,573.9 
IWP iShares Russell Mid-Cap Growth ETF
+2.79%
+$6,184.58 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.75%
+$10,173.33 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.71%
+$7,196.34 
GBTC Grayscale Bitcoin Trust ETF
+2.71%
+$10,290.8 
HEWJ iShares Currency Hedged MSCI Japan ETF
+2.7%
+$8,094.89 
BTC Grayscale Bitcoin Mini Trust ETF
+2.67%
+$5,257.46 
IBIT iShares Bitcoin Trust
+2.62%
+$29,760.1 
WIT Wipro Limited American Depositary Receipt
+2.62%
+$1,029.77 
WSML Williamsville Sears Management, Inc.
+2.61%
+$320,433.2 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$14,774.17 
CVS CVS Health Corporation
+2.54%
+$21,944.37 
CSCO Cisco Systems, Inc.
+2.53%
+$158,452.42 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.53%
+$27,553.5 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.53%
+$19,914.75 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$60,398.8 
VB Vanguard Small-Cap ETF
+2.52%
+$16,988.66 
OAS Oasis Petroleum Inc
+2.48%
+$3,810.7 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.48%
+$8,586.9 
GRAB Grab Holdings Limited
+2.45%
+$1,369.12 
COF Capital One Financial Corporation
+2.44%
+$8,523.76 
IJR iShares Core S&P Small-Cap ETF
+2.44%
+$143,963.13 
VT Vanguard Total World Stock ETF
+2.42%
+$36,092.18 
LMND Lemonade Inc.
+2.42%
+$46,134.9 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$58,943.94 
BMY Bristol-Myers Squibb Company
+2.37%
+$87,038.16 
ACWI iShares MSCI ACWI ETF
+2.36%
+$14,679.51 
IWN iShares Russell 2000 Value ETF
+2.34%
+$9,899.76 
IDV iShares International Select Dividend ETF
+2.32%
+$11,867.5 
CAH Cardinal Health Inc.
+2.29%
+$6,484.5 
RYTM Rhythm Pharmaceuticals Inc.
+2.27%
+$6,021.6 
HD The Home Depot, Inc.
+2.27%
+$29,754 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$12,804.54 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$42,047.55 
LOW Lowe's Companies Inc.
+2.26%
+$9,384.24 
PFE Pfizer Inc.
+2.25%
+$59,848.3 
APH Amphenol Corporation
+2.21%
+$11,268.25 
OMC Omnicom Group Inc.
+2.19%
+$6,970.86 
NVDA NVIDIA Corporation
+2.17%
+$304,655 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.16%
+$4,599.35 
LLY Eli Lilly and Company
+2.16%
+$83,251 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$5,448.72 
SHOP Shopify Inc.
+2.13%
+$10,724.9 
SCHV Schwab U.S. Large-Cap Value ETF
+2.06%
+$5,413.74 
BX Blackstone Inc.
+2.03%
+$13,005.6 
DVYA iShares Asia/Pacific Dividend ETF
+2%
+$9,371.14 
IWD iShares Russell 1000 Value ETF
+1.99%
+$15,936.59 
AVUS Avantis U.S. Equity ETF
+1.99%
+$1.16M 
ESGV Vanguard ESG U.S. Stock ETF
+1.99%
+$1.76M 
GBCI Glacier Bancorp Inc.
+1.96%
+$7,266.2 
FELV Fidelity Enhanced Large Cap Value ETF
+1.93%
+$5,825.25 
DFUV Dimensional US Marketwide Value ETF
+1.91%
+$12,840.78 
DFUS Dimensional U.S. Equity Market ETF
+1.9%
+$13,195.5 
FELC Fidelity Enhanced Large Cap Core ETF
+1.87%
+$5,522.92 
IWX iShares Russell Top 200 Value ETF
+1.86%
+$8,503.32 
GM General Motors Company
+1.85%
+$5,907.06 
BKNG Booking Holdings Inc.
+1.84%
+$36,653.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.82%
+$44,022.24 
SCHB Schwab U.S. Broad Market ETF
+1.82%
+$90,895.26 
IJS iShares S&P Small-Cap 600 Value ETF
+1.81%
+$8,161.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$86,956.8 
VUG Vanguard Growth ETF
+1.78%
+$219,521.7 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.76%
+$14,666.19 
MGC Vanguard Mega Cap ETF
+1.75%
+$64,740.87 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$10,726 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.73%
+$43,197.14 
VOO Vanguard S&P 500 ETF
+1.72%
+$219,201.73 
DBB Invesco DB Base Metals Fund
+1.72%
+$26,614.48 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$6,597 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$150,379.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$607,758.8 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$9,269.38 
IVV iShares Core S&P 500 ETF
+1.69%
+$116,846.52 
MET MetLife Inc.
+1.68%
+$7,545.8 
PTLC Pacer Trendpilot US Large Cap ETF
+1.68%
+$3,992.85 
VTV Vanguard Value ETF
+1.68%
+$79,875.94 
VONE Vanguard Russell 1000 ETF
+1.68%
+$13,538.07 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.65%
+$1.01M 
AXP American Express Company
+1.64%
+$22,474.6 
ESGU iShares ESG Aware MSCI USA ETF
+1.64%
+$49,250.7 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$306,927.92 
SPYI NEOS S&P 500 High Income ETF
+1.58%
+$8,014.68 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$64,414.22 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$5,576.04 
DON WisdomTree U.S. MidCap Dividend Fund
+1.56%
+$6,586.11 
KIM Kimco Realty Corporation
+1.5%
+$4,730.34 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$5,634.08 
IWY iShares Russell Top 200 Growth ETF
+1.45%
+$27,185.04 
AMZN Amazon.com Inc
+1.45%
+$448,586.25 
USB U.S. Bancorp
+1.43%
+$4,470.39 
JPM JPMorgan Chase & Co.
+1.4%
+$33,898.96 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.4%
+$25,792.83 
AAPL Apple Inc.
+1.39%
+$482,747.85 
MRK Merck & Co., Inc.
+1.39%
+$40,835.95 
UBER Uber Technologies, Inc.
+1.37%
+$14,449.68 
MELI MercadoLibre, Inc.
+1.37%
+$13,937.82 
PYPL PayPal Holdings Inc
+1.35%
+$2,644.95 
SNY Sanofi American Depositary Receipt
+1.31%
+$21,705.03 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$108,017.91 
PRU Prudential Financial, Inc.
+1.27%
+$22,938.12 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$12,499.26 
IXJ iShares Global Healthcare ETF
+1.24%
+$141,244.82 
LIN Linde plc
+1.23%
+$5,518.23 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+1.23%
+$101,971.76 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$103,729.62 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$3,904.25 
EIX Edison International
+1.18%
+$2,718.24 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$23,187.93 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+1.11%
+$9,970.8 
DIVO Amplify CWP Enhanced Dividend Income ETF
+1.11%
+$71,632.74 
IVE ISHARES S&P 500 VALUE ETF
+1.11%
+$55,663.95 
BAC Bank of America Corporation
+1.09%
+$8,131.27 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.08%
+$6,043.14 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$4,630.5 
VOOV Vanguard S&P 500 Value ETF
+1.03%
+$3,616.88 
XLC Communication Services Select Sector SPDR Fund
+1.02%
+$3,710.92 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.97%
+$125,131.23 
SPG Simon Property Group, Inc.
+0.96%
+$2,670.36 
XLG Invesco S&P 500 Top 50 ETF
+0.96%
+$36,149.66 
VHT Vanguard Health Care ETF
+0.94%
+$2,562.07 
ZION Zions Bancorporation, National Association
+0.94%
+$3,972.96 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$3,041.6 
GOOG Alphabet Inc
+0.91%
+$55,022.88 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$6,645 
EGP EastGroup Properties Inc.
+0.9%
+$2,095.2 
IBM International Business Machines Corporation
+0.89%
+$43,436.19 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$26,042.88 
BUFR FT Vestladder Buffer ETF-USD I
+0.85%
+$12,304.61 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$5,468.53 
SDY SPDR S&P Dividend ETF
+0.85%
+$2,781.32 
NTR Nutrien Ltd.
+0.84%
+$1,483.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$275,807.8 
MCD McDonald's Corporation
+0.83%
+$68,314.79 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$208,477.09 
GLP Global Partners L.P.
+0.81%
+$5,727.5 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$3,268.21 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$1,842.4 
XLF Financial Select Sector SPDR Fund
+0.76%
+$3,732.36 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.74%
+$106,481.03 
IEF iShares 7-10 Year Treasury Bond ETF
+0.69%
+$301,991.3 
MMM 3M Company
+0.68%
+$2,918.96 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.67%
+$178,225.5 
PLTR Palantir Technologies Inc.
+0.67%
+$5,494.05 
HEQT Simplify Hedged Equity ETF
+0.67%
+$73,454.17 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$2,704.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$4,922.1 
EVTR Eaton Vance Total Return Fund
+0.63%
+$4,894.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$2,024.3 
FBND Fidelity Total Bond ETF
+0.62%
+$1,252.72 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$30,333.52 
MHD BlackRock MuniHoldings Fund Inc.
+0.6%
+$17,593.17 
DVY iShares Select Dividend ETF
+0.59%
+$4,814.36 
BNDX Vanguard Total International Bond ETF
+0.58%
+$8,001.56 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$1,966.14 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.58%
+$2,239.25 
ZETA Zeta Global Holdings Corp.
+0.58%
+$3,733.93 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$10,605 
BNDW Vanguard Total World Bond ETF
+0.57%
+$1,170 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$5,860.96 
HYDB iShares High Yield Systematic Bond ETF
+0.57%
+$9,779.03 
BLK BlackRock, Inc.
+0.57%
+$42,654.19 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$1,756.3 
BSJU Invesco BulletShares 2030 High Yield Fund
+0.56%
+$3,051.24 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.56%
+$6,073.65 
ABT Abbott Laboratories
+0.56%
+$5,026.73 
CGCP Capital Group Core Plus Income ETF
+0.54%
+$2,072.88 
WFC Wells Fargo & Company
+0.54%
+$2,700.28 
SPHY SPDR Portfolio High Yield Bond ETF
+0.52%
+$1,447.32 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$3,277.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$2,129.62 
FE FirstEnergy Corp.
+0.49%
+$5,662.6 
UNP Union Pacific Corporation
+0.49%
+$1,301.52 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.45%
+$39,775.83 
IBTL iShares iBonds Dec 2031 Term Fund
+0.45%
+$2,245.23 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
+0.44%
+$67,840 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$1,465.16 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.43%
+$3,554.64 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.43%
+$70,600.79 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.42%
+$8,342.88 
INDH WisdomTree India Hedged Equity Fund
+0.42%
+$990.63 
GOOGL Alphabet Inc
+0.42%
+$42,081.26 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.39%
+$32,632.69 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.39%
+$12,741.34 
FVD First Trust Value Line Dividend Index Fund
+0.39%
+$2,170.24 
TJX The TJX Companies, Inc.
+0.38%
+$862.72 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.37%
+$9,892.08 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.36%
+$10,747.65 
FPE First Trust Preferred Securities and Income ETF
+0.34%
+$1,281.18 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.33%
+$1,866.02 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.31%
+$2,966.95 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$4,605.76 
CLOZ Panagram BBB-B CLO ETF
+0.3%
+$788 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.3%
+$3,170.47 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$38,114.22 
KKR KKR & Co. Inc.
+0.28%
+$603.72 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.27%
+$4,084.92 
JHG Janus Henderson Group plc
+0.27%
+$681.94 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.27%
+$860.66 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.26%
+$11,469.24 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$1,912.95 
JSCP JPMorgan Short Duration Core Plus ETF
+0.24%
+$868.37 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.23%
+$4,121.8 
MUB iShares National Muni Bond ETF
+0.21%
+$724.68 
IBTI iShares iBonds Dec 2028 Term ETF
+0.2%
+$4,112.69 
ISRG Intuitive Surgical, Inc.
+0.2%
+$909.69 
PCYO Pure Cycle Corporation
+0.19%
+$446 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$8,799.84 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.17%
+$891.21 
TRV The Travelers Companies, Inc.
+0.17%
+$1,715.67 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.17%
+$17,446.92 
LMBS First Trust Low Duration Opportunities ETF
+0.16%
+$614.56 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.16%
+$395.92 
HYD VanEck High Yield Muni ETF
+0.16%
+$354.32 
AVTR Avantor Inc.
+0.15%
+$633.69 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.15%
+$457.83 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$1,542.22 
BSJV Invesco BulletShares 2031 High Yield Fund
+0.14%
+$10,226.9 
ITM VanEck Intermediate Muni ETF
+0.13%
+$663.38 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.13%
+$1,182.84 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.12%
+$511.95 
MDT Medtronic plc
+0.11%
+$417.87 
KVUE Kenvue Inc.
+0.11%
+$3,103.12 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.11%
+$9,242.48 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$1,816.92 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.08%
+$200.26 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$1,496.38 
VPU Vanguard Utilities ETF
+0.07%
+$136.5 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$1,245.54 
JMUB JPMorgan Municipal Bond ETF
+0.06%
+$639.39 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$302.01 
BKLN Invesco Senior Loan ETF
+0.05%
+$328.84 
MMU Western Asset Managed Municipals Fund
+0.05%
+$1,498.86 
VGM Invesco Trust for Investment Grade Municipals
+0.05%
+$1,596.42 
ENB Enbridge Inc.
+0.04%
+$318.37 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$1,187.49 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$101.67 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$685.4 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$312.06 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$630.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$58.11 
CMCSA Comcast Corp
0%
$0 
FFIC Flushing Financial Corp.
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ORCL Oracle Corporation
-8.58%
-$93,758.78 
ADBE Adobe Inc.
-6.25%
-$37,295.64 
AUID AuthID Inc.
-4.37%
-$9,531.61 
DVN Devon Energy Corporation
-4.27%
-$11,153.95 
DBE Invesco DB Energy Fund
-3.98%
-$38,746.28 
COP ConocoPhillips
-3.8%
-$20,333.04 
SPOT Spotify Technology S.A.
-3.41%
-$11,147.5 
SPGI S&P Global Inc.
-3%
-$46,171.9 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$9,942.9 
FICO Fair Isaac Corporation
-2.83%
-$6,898 
NOW ServiceNow, Inc.
-2.81%
-$10,421.06 
EOG EOG Resources, Inc.
-2.71%
-$29,708.4 
XOM Exxon Mobil Corporation
-2.68%
-$144,145.04 
CRM Salesforce Inc
-2.6%
-$19,673.66 
INTU Intuit Inc.
-2.58%
-$8,361.9 
LYB LyondellBasell Industries N.V.
-2.55%
-$4,770.84 
WM Waste Management, Inc.
-2.48%
-$30,435.85 
BSX Boston Scientific Corporation
-2.4%
-$5,617.88 
MSCI MSCI Inc.
-2.38%
-$11,165 
MO Altria Group, Inc.
-2.35%
-$26,606.68 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$39,846.97 
BG Bunge Global S.A.
-2.29%
-$7,204.87 
CVX Chevron Corporation
-2.1%
-$81,283.54 
PSX Phillips 66
-1.99%
-$4,141.28 
XLE Energy Select Sector SPDR Fund
-1.96%
-$17,192.34 
VDE Vanguard Energy ETF
-1.85%
-$4,417.74 
DOW Dow Inc.
-1.8%
-$5,144.48 
MSFT Microsoft Corp.
-1.79%
-$296,647.54 
ACN Accenture plc Class A
-1.74%
-$14,791.12 
ALL Allstate Corporation
-1.67%
-$19,974.15 
EPD Enterprise Products Partners L.P.
-1.56%
-$17,938.36 
OKE ONEOK, Inc.
-1.51%
-$11,416.21 
KMI Kinder Morgan, Inc.
-1.51%
-$4,240.32 
ET Energy Transfer L.P.
-1.42%
-$7,337.52 
POR Portland General Electric Co.
-1.34%
-$2,934.2 
MDLZ Mondelez International, Inc.
-1.31%
-$6,892.2 
PM Philip Morris International Inc.
-1.27%
-$14,124.46 
KO The Coca-Cola Company
-1.26%
-$21,365.4 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
-1.24%
-$840 
CTSH Cognizant Technology Solutions Corporation
-1.22%
-$8,223.39 
V Visa Inc. Class A
-1.21%
-$22,931.94 
ES Eversource Energy
-1.11%
-$21,287.65 
VICI Vici Properties Inc.
-1.06%
-$18,487.8 
CLX The Clorox Company
-1.01%
-$2,900 
PGR Progressive Corporation
-0.97%
-$26,880.87 
SNPS Synopsys, Inc.
-0.92%
-$5,716.25 
WMB The Williams Companies, Inc.
-0.91%
-$1,881.82 
NFLX Netflix, Inc.
-0.89%
-$24,957.24 
T AT&T Inc.
-0.86%
-$31,526.8 
PATH Uipath Inc.
-0.84%
-$1,033.38 
COST Costco Wholesale Corporation
-0.82%
-$22,787.6 
TTE TotalEnergies SE
-0.81%
-$17,496 
SO The Southern Company
-0.79%
-$7,658.6 
SEIC SEI Investments Company
-0.73%
-$2,444 
ED Consolidated Edison, Inc.
-0.7%
-$1,901.85 
DUK Duke Energy Corporation
-0.67%
-$23,959.49 
STWD Starwood Property Trust Inc.
-0.65%
-$2,037.75 
AM Antero Midstream Corporation
-0.63%
-$1,778.62 
PDI Pimco Dynamic Income Fund
-0.6%
-$1,000 
ATO Atmos Energy Corporation
-0.6%
-$1,828.86 
CL Colgate-Palmolive Company
-0.6%
-$3,210.3 
CME CME Group Inc.
-0.6%
-$2,643.32 
MA Mastercard Incorporated
-0.54%
-$25,584.24 
BCE BCE Inc.
-0.53%
-$8,771.88 
UNH UnitedHealth Group Incorporated
-0.51%
-$2,922.4 
PG Procter & Gamble Co
-0.48%
-$8,829.36 
META Meta Platforms Inc Class A
-0.45%
-$18,528.72 
HLN Haleon Plc - ADR
-0.44%
-$451.68 
PEP PepsiCo, Inc.
-0.44%
-$4,340.77 
NEE NextEra Energy, Inc.
-0.39%
-$850.08 
EW Edwards Lifesciences Corporation
-0.33%
-$2,465.4 
WELL Welltower Inc.
-0.32%
-$1,323.25 
OTF Blue Owl Technology Finance Corp.
-0.32%
-$915.36 
AXON Axon Enterprise, Inc.
-0.31%
-$1,249.61 
O Realty Income Corporation
-0.31%
-$1,169.07 
BYD Boyd Gaming Corporation
-0.28%
-$603.12 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$866.18 
SHEL Shell plc
-0.26%
-$5,384.94 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.25%
-$11,435.49 
EXC Exelon Corporation
-0.22%
-$3,841.6 
DTE DTE Energy Company
-0.21%
-$852.81 
CNQ Canadian Natural Resources Limited
-0.14%
-$336.31 
AEP American Electric Power Company, Inc.
-0.1%
-$1,692.21 
FLCH Franklin FTSE China ETF
-0.09%
-$4,945.4 
ABBV AbbVie Inc.
-0.08%
-$3,069.26 
WMT Walmart Inc.
-0.07%
-$2,826.36 
D Dominion Energy, Inc.
-0.06%
-$153.92 
JNJ Johnson & Johnson
-0.05%
-$19,680.05 
VZ Verizon Communications Inc.
-0.04%
-$1,854.96 
KMB Kimberly-Clark Corporation
-0.04%
-$828.64 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$1,073.82 
GIS General Mills, Inc.
-0.03%
-$505.08 
EVRG Evergy Inc.
-0.02%
-$98 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$3,441.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3316 | Longs Won 2057/3316 62% | Profit Factor 7.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $539,016.2 |
| Average Win $162,120.61 | Best Trade (Jun 11) $15.25M | Sharpe Ratio -10.98 |
| Average Loss -$34,609.58 | Worst Trade (Jun 11) -$2.36M | Z-Score 5.55 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $87,427.21 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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