VL
Victoria Latham Portfolio
Invests via Fiduciary Alliance LLC | Managed by Greg Towner, Gina Rose Salamin
Invests via Fiduciary Alliance LLC
Managed by Greg Towner, Gina Rose Salamin
Automatically Tracked
Victoria Latham Profile
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
Investment Philosophy & Strategy
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
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:
23.99%
Gain +1.5%
Monthly
0.67%
Yearly
8.39%
Drawdown
18.36%
$1.71B
Equity
Holdings
$1.71B
Investment
$1.36B
$430.12M
Profit +$28.61M
Realized
$84.6M
Unrealized
$345.51M
Dividends
$51.21M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.5%
Profit
$28.61M
Win %
71%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$18.87M
Win %
71%
This Month
Compared to last month
Gain
-1.58%
Profit
-$27.39M
Win %
71%
This Year
Compared to last year
Gain
1.56%
Profit
$36.77M
Win %
71%
KLAC KLA Corporation
+13.25%
+$321,510.84 
LRCX Lam Research Corporation
+12.69%
+$163,931.8 
ASTS AST SpaceMobile, Inc.
+11.65%
+$51,190.43 
MU Micron Technology, Inc.
+11.13%
+$140,055.86 
AMAT Applied Materials, Inc.
+11.03%
+$364,772.21 
INTC Intel Corporation
+10.35%
+$3.02M 
QXO Qxo Inc.
+10.13%
+$273,833.58 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$375,027.18 
STRL Sterling Infrastructure, Inc.
+8.63%
+$51,389.04 
TER Teradyne, Inc.
+8.56%
+$16,722.31 
SOXX iShares Semiconductor ETF
+8.41%
+$64,954.29 
CLSK CleanSpark, Inc.
+8.19%
+$293,089.14 
AMD Advanced Micro Devices, Inc.
+8.18%
+$240,444.96 
CORZW Core Scientific, Inc. Tranche 1 Warrants
+8.01%
+$62,658.96 
HOOD Robinhood Markets, Inc.
+7.89%
+$516,456.78 
ALB Albemarle Corporation
+7.72%
+$122,210.88 
CRS Carpenter Technology Corporation
+7.41%
+$228,297.93 
WDC Western Digital Corporation
+7.41%
+$24,268.44 
SWK Stanley Black & Decker Inc.
+7.16%
+$211,541.75 
GNRC Generac Holdings Inc.
+7.1%
+$27,372.61 
KTOS Kratos Defense & Security Solutions, Inc.
+6.97%
+$67,705.68 
CRWD CrowdStrike Holdings, Inc.
+6.95%
+$214,658.06 
SMH VanEck Semiconductor ETF
+6.84%
+$105,888.39 
FIX Comfort Systems USA, Inc.
+6.78%
+$14,231.91 
APLD Applied Digital Corporation
+6.63%
+$72,562.5 
VFC V.F. Corporation
+6.52%
+$631,078.51 
FCX Freeport-McMoRan Inc.
+6.49%
+$134,190.87 
PKE Park Aerospace Corp
+6.46%
+$25,749.22 
PSLV Sprott Physical Silver Trust
+6.46%
+$18,809.89 
HL Hecla Mining Company
+6.44%
+$9,055.43 
XAR SPDR S&P Aerospace & Defense ETF
+6.43%
+$41,581.64 
QCOM QUALCOMM Incorporated
+6.37%
+$62,555.15 
CORZ Core Scientific, Inc.
+6.31%
+$29,281.5 
STX Seagate Technology Holdings plc
+6.2%
+$59,925.46 
HON Honeywell International Inc.
+6.12%
+$219,931.01 
BA Boeing Company
+5.83%
+$88,256.28 
SLV iShares Silver Trust
+5.82%
+$133,183.43 
CLS Celestica Inc.
+5.68%
+$13,204.6 
FDX FedEx Corporation
+5.5%
+$43,752.15 
PANW Palo Alto Networks, Inc.
+5.49%
+$81,050.05 
GDX VanEck Gold Miners ETF
+5.49%
+$13,057.2 
QTUM Defiance Quantum ETF
+5.48%
+$56,328.84 
WWD Woodward Inc.
+5.48%
+$69,359.39 
GD General Dynamics Corporation
+5.39%
+$45,159.71 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$588,539.78 
AMGN Amgen Inc.
+5.28%
+$524,745.47 
TXN Texas Instruments Inc
+5.25%
+$510,816.57 
VST Vistra Corp
+5.23%
+$92,605.72 
SLNH Soluna Holdings Inc.
+5.11%
+$6,295.24 
GLW Corning Incorporated
+5.08%
+$152,315.61 
GEV GE Vernova Inc.
+5.03%
+$123,344.32 
UPS United Parcel Service, Inc.
+4.99%
+$103,723.76 
AA Alcoa Corporation
+4.94%
+$81,806.76 
BLOK Amplify Transformational Data Sharing ETF
+4.93%
+$13,697.64 
NEM Newmont Corporation
+4.91%
+$11,177.97 
CORZZ Core Scientific, Inc. - Tranche 2 Warrant
+4.89%
+$47,430.21 
SOFI SoFi Technologies, Inc.
+4.88%
+$215,308.17 
ETN Eaton Corporation plc
+4.88%
+$491,202.64 
SPMO Invesco S&P 500 Momentum ETF
+4.82%
+$62,002.8 
ITA iShares U.S. Aerospace & Defense ETF
+4.81%
+$20,915.06 
ACHR Archer Aviation Inc.
+4.75%
+$4,431.36 
CAT Caterpillar Inc.
+4.66%
+$126,954.2 
COIN Coinbase Global, Inc.
+4.62%
+$158,638.32 
ADI Analog Devices, Inc.
+4.62%
+$78,647.9 
AMCR Amcor plc
+4.53%
+$17,957.4 
LMT Lockheed Martin Corporation
+4.49%
+$198,189.73 
PWR Quanta Services Inc.
+4.46%
+$501,785.76 
TSLA Tesla, Inc.
+4.45%
+$512,477.03 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$39,184.8 
RIO Rio Tinto Plc Sponsored ADR
+4.36%
+$16,069.07 
CGXU Capital Group International Focus Equity ETF
+4.34%
+$96,779.52 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.34%
+$450,507.48 
IDMO Invesco S&P International Developed Momentum ETF
+4.33%
+$18,365.2 
GE General Electric Company
+4.33%
+$55,181.4 
FTNT Fortinet Inc.
+4.26%
+$26,971.52 
NKE Nike, Inc. - Class B
+4.23%
+$93,271.56 
J Jacobs Solutions Inc.
+4.18%
+$26,406.92 
AIQ Global X Artificial Intelligence & Technology ETF
+4.15%
+$175,627.9 
QQH HCM Defender 100 Index ETF
+4.13%
+$30,182.23 
PHM PulteGroup Inc.
+4.1%
+$11,265.48 
ILF iShares Latin America 40 ETF
+4.09%
+$111,034.28 
HIMS Hims & Hers Health, Inc.
+4.03%
+$151,281.76 
NUE Nucor Corporation
+4.01%
+$23,312.88 
GPN Global Payments Inc.
+3.99%
+$9,048.66 
NUKZ Range Nuclear Renaissance ETF
+3.97%
+$148,350.68 
AVGO Broadcom Inc.
+3.96%
+$493,662.27 
WMS Advanced Drainage Systems, Inc.
+3.95%
+$9,019.15 
OSCR Oscar Health, Inc.
+3.86%
+$767,991.82 
XLK State Street Technology Select Sector SPDR ETF
+3.83%
+$76,999.23 
ROK Rockwell Automation, Inc.
+3.8%
+$25,253.1 
GILD Gilead Sciences Inc.
+3.75%
+$12,539.92 
RGLD Royal Gold Inc.
+3.7%
+$9,628.69 
RTX RTX Corporation
+3.69%
+$123,434.75 
SCHF Schwab International Equity ETF
+3.67%
+$37,876.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$35,373.11 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$1.05M 
XSMO Invesco S&P SmallCap Momentum ETF
+3.57%
+$189,660.87 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$43,875 
EL The Estée Lauder Companies Inc. Class A
+3.52%
+$48,807.15 
TDY Teledyne Technologies Incorporated
+3.5%
+$22,659.58 
RPM RPM International Inc.
+3.45%
+$32,778 
SON Sonoco Products Co.
+3.43%
+$14,547.12 
TGT Target Corporation
+3.42%
+$21,886.86 
ETHA iShares Ethereum Trust
+3.42%
+$158,841.48 
VGT Vanguard Information Technology ETF
+3.38%
+$113,483.2 
GSK GSK plc Sponsored ADR
+3.37%
+$19,004.33 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$355,609.28 
SCHA Schwab U.S. Small-Cap ETF
+3.33%
+$28,449.3 
GXO GXO Logistics Inc.
+3.33%
+$46,245.15 
VBK Vanguard Small-Cap Growth ETF
+3.31%
+$58,759.02 
ETHE Grayscale Ethereum Trust ETF
+3.3%
+$6,656.37 
SBUX Starbucks Corporation
+3.28%
+$31,327.56 
GLD SPDR Gold Shares
+3.25%
+$35,426.9 
VGK Vanguard FTSE Europe ETF
+3.23%
+$24,530.8 
QQQM Invesco NASDAQ 100 ETF
+3.21%
+$33,543.46 
CPER United States Copper Index Fund
+3.21%
+$14,213.87 
ARKK ARK Innovation ETF Fund
+3.19%
+$15,764.77 
IAU iShares Gold Trust
+3.19%
+$20,092.45 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$311,310.68 
GLDM SPDR Gold MiniShares Trust
+3.19%
+$45,775.78 
EMR Emerson Electric Co.
+3.18%
+$37,761.61 
XBI SPDR S&P Biotech ETF
+3.18%
+$144,361 
XLI Industrial Select Sector SPDR Fund
+3.15%
+$11,491.8 
GS The Goldman Sachs Group, Inc.
+3.14%
+$77,185.25 
EFA iShares MSCI EAFE ETF
+3.14%
+$20,893.6 
PHYS Sprott Physical Gold Trust
+3.1%
+$6,714.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.09%
+$43,206.25 
LHX L3Harris Technologies, Inc.
+3.02%
+$25,199.16 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$91,061.16 
IWM iShares Russell 2000 ETF
+2.98%
+$43,602.89 
NLY Annaly Capital Management, Inc.
+2.94%
+$17,904.6 
IVLU iShares MSCI International Value Factor ETF
+2.94%
+$9,285.42 
ECL Ecolab Inc.
+2.89%
+$8,878.86 
VMC Vulcan Materials Company
+2.86%
+$22,206.57 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$7,464.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$64,648.64 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.82%
+$37,281.43 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$133,005.96 
PH Parker-Hannifin Corporation
+2.81%
+$5,190.6 
IBIT iShares Bitcoin Trust
+2.79%
+$296,782.59 
GBTC Grayscale Bitcoin Trust ETF
+2.79%
+$195,771.32 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$147,561.2 
IYJ iShares U.S. Industrials ETF
+2.78%
+$7,541.36 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$10,223.25 
BIBL Inspire 100 ETF
+2.74%
+$30,017.4 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$10,590.51 
WWJD Inspire International ETF
+2.74%
+$362,130.12 
MS Morgan Stanley
+2.7%
+$445,233.78 
ANET Arista Networks, Inc.
+2.69%
+$9,922.36 
VOT Vanguard Mid-Cap Growth ETF
+2.66%
+$6,112 
EFV iShares MSCI EAFE Value ETF
+2.63%
+$22,987.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.62%
+$61,426.24 
TT Trane Technologies plc
+2.61%
+$27,260.62 
SECT Main Sector Rotation ETF
+2.6%
+$43,850.3 
CGGR Capital Group Growth ETF
+2.6%
+$43,989.52 
GRAB Grab Holdings Limited
+2.6%
+$96,454.51 
LLY Eli Lilly and Company
+2.58%
+$316,320.89 
USLM United States Lime & Minerals Inc.
+2.57%
+$4,966.2 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.54%
+$8,703.75 
GRMN Garmin Ltd.
+2.53%
+$4,992.72 
BMY Bristol-Myers Squibb Company
+2.52%
+$12,339.6 
COF Capital One Financial Corporation
+2.5%
+$52,728.05 
NVDA NVIDIA Corporation
+2.5%
+$1M 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.49%
+$17,813.04 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.49%
+$15,435.8 
VB Vanguard Small-Cap ETF
+2.49%
+$37,211.16 
MAR Marriott International Inc. - Class A
+2.49%
+$24,326.37 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$13,779.53 
VT Vanguard Total World Stock ETF
+2.45%
+$7,488.36 
MDY SPDR S&P MidCap 400 ETF Trust
+2.43%
+$25,491.08 
PFE Pfizer Inc.
+2.42%
+$227,094.84 
CSCO Cisco Systems, Inc.
+2.41%
+$65,737.1 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$187,417.2 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$636,241.87 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$9,866.22 
BBAI BigBear.ai Holdings Inc.
+2.36%
+$64,511.27 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+2.33%
+$10,114.94 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$20,827.12 
PTL Inspire 500 ETF
+2.33%
+$46,361.49 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$8,528.4 
SCHE Schwab Emerging Markets Equity ETF
+2.31%
+$14,797.89 
HD The Home Depot, Inc.
+2.31%
+$228,702.29 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$303,841.62 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.28%
+$46,673.67 
EXPE Expedia Group, Inc.
+2.24%
+$17,361.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$68,005.14 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$18,232.88 
APH Amphenol Corporation
+2.19%
+$53,877.03 
IFRA iShares U.S. Infrastructure
+2.18%
+$9,219.78 
LOW Lowe's Companies Inc.
+2.18%
+$38,822 
GDMN WisdomTree Efficient Gold Plus Miners Fund
+2.18%
+$3,518.34 
IUSG iShares Core S&P U.S. Growth ETF
+2.17%
+$12,054.55 
ESGV Vanguard ESG U.S. Stock ETF
+2.17%
+$5,573.24 
DEO Diageo plc Sponsored ADR
+2.16%
+$16,739.4 
DASH DoorDash, Inc.
+2.16%
+$11,805.89 
CAH Cardinal Health Inc.
+2.15%
+$6,435.68 
AER AerCap Holdings N.V.
+2.13%
+$35,063.91 
SCHV Schwab U.S. Large-Cap Value ETF
+2.12%
+$233,624.08 
CGDV Capital Group Dividend Value ETF
+2.12%
+$31,340 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.11%
+$6,426.67 
MDXG MiMedx Group, Inc.
+2.06%
+$1,188.75 
SPYC Simplify US Equity PLUS Convexity ETF
+2.01%
+$11,304.27 
IWD iShares Russell 1000 Value ETF
+2.01%
+$11,828.32 
JQUA JPMorgan U.S. Quality Factor ETF
+2%
+$75,498.42 
WBD Warner Bros. Discovery, Inc.
+1.96%
+$4,187.47 
DIS The Walt Disney Company
+1.96%
+$79,571.97 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.95%
+$13,460.76 
MGK Vanguard Mega Cap Growth ETF
+1.93%
+$109,540.55 
CEG Constellation Energy Corporation
+1.92%
+$21,119.12 
MGV Vanguard Mega Cap Value ETF
+1.91%
+$152,812.26 
GNR SPDR S&P Global Natural Resources ETF
+1.9%
+$78,721.37 
DUHP Dimensional US High Profitability ETF
+1.9%
+$11,200.36 
SCHY Schwab International Dividend Equity ETF
+1.9%
+$102,413.51 
LII Lennox International Inc.
+1.9%
+$10,759.99 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.89%
+$68,155.59 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$8,368.68 
ALLW SPDR Bridgewater All Weather Mutual Fund
+1.89%
+$19,725.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.88%
+$52,241.28 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$45,724.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$119,827.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$10,434.4 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$21,787.11 
IYY iShares Dow Jones U.S. ETF
+1.84%
+$9,904.97 
VO Vanguard Mid-Cap ETF
+1.84%
+$98,258.16 
TFC Truist Financial Corporation
+1.84%
+$66,128.88 
TMFC Motley Fool 100 Index ETF
+1.83%
+$4,192.37 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$12,407.69 
AXP American Express Company
+1.79%
+$60,642 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$536,000.63 
VUG Vanguard Growth ETF
+1.78%
+$157,415.52 
IVV iShares Core S&P 500 ETF
+1.78%
+$53,211.63 
MELI MercadoLibre, Inc.
+1.78%
+$40,890.72 
VOO Vanguard S&P 500 ETF
+1.77%
+$175,107.84 
BKLC BNY Mellon US Large Cap Core Equity ETF
+1.76%
+$7,012.25 
VTV Vanguard Value ETF
+1.74%
+$32,516.37 
SCHX Schwab U.S. Large-Cap ETF
+1.73%
+$12,653.19 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.72%
+$18,894.59 
QUAL iShares MSCI USA Quality Factor ETF
+1.71%
+$15,285.93 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.71%
+$45,538.56 
SPD Simplify US Equity PLUS Downside Convexity ETF
+1.7%
+$13,204.83 
MTB M&T Bank Corporation
+1.69%
+$57,968.2 
USA Liberty All Star Equity Fund
+1.68%
+$1,035.21 
MRK Merck & Co., Inc.
+1.66%
+$32,844.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$617,254.12 
OEF iShares S&P 100 ETF
+1.65%
+$4,041.49 
SHOP Shopify Inc.
+1.65%
+$28,948.14 
DFAT Dimensional US Targeted Value ETF
+1.63%
+$5,496.27 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$46,527.14 
DE Deere & Company
+1.61%
+$18,027.02 
SDIV Global X SuperDividend ETF
+1.59%
+$12,821.25 
ESGU iShares ESG Aware MSCI USA ETF
+1.59%
+$4,082.4 
IWF iShares Russell 1000 Growth ETF
+1.59%
+$36,730.8 
GM General Motors Company
+1.56%
+$3,233.92 
PZZA Papa John's International, Inc.
+1.54%
+$66,434.69 
SPYI NEOS S&P 500 High Income ETF
+1.54%
+$13,146.4 
JPM JPMorgan Chase & Co.
+1.52%
+$559,886.32 
AMZN Amazon.com Inc
+1.48%
+$542,490.4 
SVOL Simplify Volatility Premium ETF
+1.47%
+$3,122.71 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.46%
+$287,351.04 
LBRDK Liberty Broadband Corporation
+1.46%
+$2,919.17 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.46%
+$22,677.75 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$18,075.2 
HUM Humana Inc.
+1.44%
+$29,603.34 
MFC Manulife Financial Corporation
+1.43%
+$3,747.52 
STT State Street Corp
+1.43%
+$24,933.19 
IWY iShares Russell Top 200 Growth ETF
+1.38%
+$4,934.24 
IBM International Business Machines Corporation
+1.38%
+$91,207.74 
NANR SPDR S&P North American Natural Resources ETF
+1.36%
+$75,463.77 
USB U.S. Bancorp
+1.34%
+$4,781.16 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+1.32%
+$4,842.99 
IXJ iShares Global Healthcare ETF
+1.32%
+$4,290.3 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$41,885.51 
PRU Prudential Financial, Inc.
+1.31%
+$2,942.5 
LIN Linde plc
+1.29%
+$9,907.56 
BAX Baxter International Inc.
+1.28%
+$67,096.12 
GGG Graco Inc.
+1.28%
+$7,605.54 
IAT iShares U.S. Regional Banks ETF
+1.28%
+$4,978 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$3,176.28 
YUM Yum! Brands, Inc.
+1.26%
+$5,006.1 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$22,256.28 
FITB Fifth Third Bancorp
+1.25%
+$12,419.88 
DIVO Amplify CWP Enhanced Dividend Income ETF
+1.25%
+$3,104.22 
CHTR Charter Communications Inc
+1.23%
+$2,997.12 
FDVV Fidelity High Dividend ETF
+1.22%
+$11,456.44 
SPYH Neos S&P 500 Hedged Equity Income ETF
+1.2%
+$2,739.26 
AAPL Apple Inc.
+1.2%
+$809,522.39 
IUSV iShares Core S&P U.S. Value ETF
+1.18%
+$4,202.24 
IVE ISHARES S&P 500 VALUE ETF
+1.17%
+$17,797.28 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.15%
+$3,621.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.15%
+$2,517.81 
OPEN Opendoor Technologies Inc.
+1.12%
+$1,411 
UBER Uber Technologies, Inc.
+1.11%
+$7,939.17 
VHT Vanguard Health Care ETF
+1.11%
+$5,476.28 
HCA HCA Healthcare Inc.
+1.07%
+$1,780 
XLC Communication Services Select Sector SPDR Fund
+1.06%
+$2,808.4 
SDY SPDR S&P Dividend ETF
+1.06%
+$3,200.69 
BAC Bank of America Corporation
+1.04%
+$37,808.1 
FSCO FS Credit Opportunities Corp.
+1.04%
+$781.3 
XLV Health Care Select Sector SPDR Fund
+1.03%
+$4,458.73 
PYPL PayPal Holdings Inc
+1.03%
+$121,259.04 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$127,452.6 
IYF iShares U.S. Financials ETF
+1%
+$2,527.5 
HLT Hilton Worldwide Holdings Inc.
+1%
+$2,311.92 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$5,327.3 
RYLD Global X Russell 2000 Covered Call ETF
+0.99%
+$7,911.82 
MCD McDonald's Corporation
+0.97%
+$20,303.08 
GH Guardant Health Inc.
+0.96%
+$9,461.34 
XLG Invesco S&P 500 Top 50 ETF
+0.96%
+$2,694.51 
DLR Digital Realty Trust, Inc.
+0.96%
+$2,051.46 
GVLU Gotham 1000 Value ETF
+0.96%
+$8,470.46 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$77,287.76 
UTES Virtus Reaves Utilities ETF
+0.95%
+$7,291.97 
IGOV iShares International Treasury Bond ETF
+0.94%
+$2,338.48 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.94%
+$2,071.6 
MOO VanEck Agribusiness ETF
+0.94%
+$25,711.4 
IYG iShares U.S. Financial Services ETF
+0.93%
+$2,253.47 
FAST Fastenal Co.
+0.92%
+$4,423.84 
UTHR United Therapeutics Corporation
+0.92%
+$33,430.16 
URI United Rentals, Inc.
+0.89%
+$8,156.18 
SRE Sempra
+0.88%
+$2,192.82 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$1,007.37 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$2,989.18 
MMM 3M Company
+0.83%
+$4,248.3 
COWZ Pacer US Cash Cows 100 ETF
+0.83%
+$73,184.48 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$8,299 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$7,085 
CTA-PA EIDP, Inc.
+0.81%
+$1,490.38 
MKL Markel Group Inc.
+0.8%
+$19,187.36 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$7,835.27 
XLF Financial Select Sector SPDR Fund
+0.79%
+$4,740.83 
HRL Hormel Foods Corporation
+0.78%
+$32,626.8 
GOF Guggenheim Strategic Opportunities Fund
+0.78%
+$3,843.7 
ABT Abbott Laboratories
+0.77%
+$11,354.64 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.76%
+$2,604.68 
STRC Strategy Inc
+0.75%
+$35,652.96 
WY Weyerhaeuser Company
+0.74%
+$36,547.92 
DVY iShares Select Dividend ETF
+0.74%
+$1,572.05 
UNP Union Pacific Corporation
+0.72%
+$4,134.06 
NSC Norfolk Southern Corporation
+0.71%
+$4,726.26 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$5,206.6 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.68%
+$2,378.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$4,106.44 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$25,889.85 
FBNC First Bancorp, Inc.
+0.66%
+$3,990 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$14,252.23 
MBB iShares MBS ETF
+0.62%
+$2,287.35 
AJG Arthur J. Gallagher & Co.
+0.62%
+$8,136.43 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$11,050.02 
FBND Fidelity Total Bond ETF
+0.61%
+$22,561 
VZ Verizon Communications Inc.
+0.6%
+$8,943.2 
JPIB JPMorgan International Bond ETF
+0.59%
+$50,965.98 
JBND JPMorgan Active Bond ETF
+0.59%
+$25,247.09 
BNDX Vanguard Total International Bond ETF
+0.58%
+$6,777.12 
PLTR Palantir Technologies Inc.
+0.58%
+$55,161.59 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.58%
+$20,469.66 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$1,730.3 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$1,376.7 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$1,830.36 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.57%
+$20,140.85 
CGCP Capital Group Core Plus Income ETF
+0.56%
+$9,798.12 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.56%
+$1,212.62 
CGCB Capital Group Core Bond ETF
+0.56%
+$19,741.17 
ISRG Intuitive Surgical, Inc.
+0.55%
+$2,777.05 
PYLD PIMCO Multisector Bond Active ETF
+0.55%
+$53,050.43 
CBAN Colony Bankcorp Inc.
+0.53%
+$1,072.94 
BLK BlackRock, Inc.
+0.53%
+$2,950.45 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$63,180.87 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$13,940.18 
KWEB KraneShares CSI China Internet ETF
+0.49%
+$8,818.94 
WFC Wells Fargo & Company
+0.46%
+$6,708.9 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.46%
+$31,369.21 
KMB Kimberly-Clark Corporation
+0.46%
+$1,371.75 
FXI iShares China Large-Cap ETF
+0.45%
+$935.58 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$4,998.99 
TRV The Travelers Companies, Inc.
+0.43%
+$1,073.81 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.42%
+$1,821.76 
LGH HCM Defender 500 Index ETF
+0.41%
+$2,684.75 
D Dominion Energy, Inc.
+0.39%
+$1,934.4 
PECO Phillips Edison & Company, Inc.
+0.39%
+$2,196.48 
NOV Nov Inc.
+0.36%
+$21,647.78 
ABBV AbbVie Inc.
+0.33%
+$16,291.5 
XLU Utilities Select Sector SPDR Fund
+0.33%
+$2,462.97 
BINC iShares Flexible Income Active ETF
+0.32%
+$1,348.21 
WPC W. P. Carey Inc.
+0.3%
+$5,824.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$2,038.25 
MDT Medtronic plc
+0.29%
+$1,794.93 
ENB Enbridge Inc.
+0.29%
+$4,569.18 
PREF Principal Spectrum Preferred Securities Active ETF
+0.29%
+$8,155.9 
JPIE JPMorgan Income ETF
+0.27%
+$16,401.62 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$788.19 
NFE New Fortress Energy Inc.
+0.27%
+$211.05 
MUB iShares National Muni Bond ETF
+0.25%
+$523.26 
SCHH Schwab U.S. REIT ETF
+0.25%
+$12,135.66 
ZETA Zeta Global Holdings Corp.
+0.25%
+$17,803.2 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
+0.25%
+$517.5 
XEL Xcel Energy Inc.
+0.24%
+$1,451.05 
HALO Halozyme Therapeutics Inc.
+0.24%
+$666.91 
JNJ Johnson & Johnson
+0.24%
+$40,303.42 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.23%
+$2,648.41 
BXSL Blackstone Secured Lending Fund
+0.23%
+$553.02 
LDOS Leidos Holdings Inc.
+0.23%
+$1,377.32 
CMCSA Comcast Corp
+0.23%
+$3,942.95 
NDAQ Nasdaq, Inc.
+0.22%
+$4,769 
O Realty Income Corporation
+0.19%
+$2,327.88 
AHR American Healthcare REIT, Inc.
+0.19%
+$518.13 
GIS General Mills, Inc.
+0.19%
+$1,422.27 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$996.73 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$338.36 
IDU iShares U.S. Utilities ETF
+0.15%
+$779.29 
VTEB Vanguard Tax-Exempt Bond ETF
+0.14%
+$2,070.88 
GOOG Alphabet Inc
+0.13%
+$13,063.26 
SPLV Invesco S&P 500 Low Volatility ETF
+0.12%
+$384.75 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$24,850.5 
DTE DTE Energy Company
+0.1%
+$424.54 
BKLN Invesco Senior Loan ETF
+0.1%
+$2,634.66 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$216 
NI NiSource Inc.
+0.1%
+$479.07 
TJX The TJX Companies, Inc.
+0.09%
+$1,886.66 
AEP American Electric Power Company, Inc.
+0.09%
+$556.93 
FXU First Trust Utilities AlphaDEX Fund
+0.07%
+$3,050.04 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$251.3 
BUCK Simplify Treasury Option Income ETF
+0.06%
+$1,770.09 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$116.76 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$368.9 
EFR Eaton Vance Senior Floating-Rate Trust
+0.05%
+$155.97 
HDV iShares Core High Dividend ETF
+0.04%
+$97.55 
MSI Motorola Solutions, Inc.
+0.03%
+$323.97 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$685.83 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$497.58 
SHV iShares Short Treasury Bond ETF
+0.01%
+$42.49 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,220.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$806.06 
ABC AmerisourceBergen Corporation
0%
$0 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
ANTM Anthem Inc
0%
$0 
BPRE
0%
$0 
EQT
0%
$0 
GRYP American Bitcoin Corp. Class A Common Stock
0%
$0 
LEN
0%
$0 
MSTEP MicroStrategy, Inc.
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
Q
0%
$0 
SIRO Sirona Dental Systems, Inc.
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
VDIG
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
VUSG
0%
$0 
VUSV
0%
$0 
TPET Trio Petroleum Corp
-13.33%
-$1,828.02 
PTC PTC Inc.
-12.06%
-$31,130.19 
ORCL Oracle Corporation
-8.33%
-$222,755.91 
WDAY Workday Inc.
-4.57%
-$96,906.68 
SAP SAP SE Sponsored ADR
-3.91%
-$99,481.79 
EFX Equifax Inc.
-3.87%
-$25,404.92 
COP ConocoPhillips
-3.54%
-$633,532.32 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$6,863.92 
ABVE Above Food Ingredients Inc.
-2.74%
-$38.82 
SPGI S&P Global Inc.
-2.68%
-$42,968.64 
INTU Intuit Inc.
-2.66%
-$35,932.68 
NOW ServiceNow, Inc.
-2.65%
-$11,420.45 
XOM Exxon Mobil Corporation
-2.63%
-$189,874.08 
EOG EOG Resources, Inc.
-2.56%
-$7,761.58 
BABA Alibaba Group Holding Limited SP ADR
-2.41%
-$456,906.9 
MO Altria Group, Inc.
-2.27%
-$29,479.94 
TYL Tyler Technologies Inc.
-2.2%
-$4,482.24 
MCO Moody's Corporation
-2.16%
-$14,693.25 
WM Waste Management, Inc.
-2.16%
-$35,909.4 
CVX Chevron Corporation
-1.94%
-$283,085.73 
PSX Phillips 66
-1.88%
-$20,903.3 
XLE Energy Select Sector SPDR Fund
-1.85%
-$36,391.68 
CTA Simplify Managed Futures Strategy ETF
-1.85%
-$76,788.54 
MSFT Microsoft Corp.
-1.83%
-$839,607.63 
VDE Vanguard Energy ETF
-1.75%
-$15,318 
BSX Boston Scientific Corporation
-1.68%
-$6,068.52 
RSG Republic Services, Inc.
-1.65%
-$127,539.36 
DHR Danaher Corporation
-1.58%
-$86,496.84 
ALL Allstate Corporation
-1.53%
-$4,054.49 
VLO Valero Energy Corporation
-1.4%
-$12,157.17 
BIDU Baidu Inc.
-1.34%
-$6,160.68 
AMT American Tower Corporation
-1.31%
-$10,392.48 
CRK Comstock Resources Inc.
-1.27%
-$27,314.75 
CCI Crown Castle Inc.
-1.25%
-$37,663.47 
EPD Enterprise Products Partners L.P.
-1.24%
-$6,067.23 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$6,409.21 
KMI Kinder Morgan, Inc.
-1.21%
-$128,995.4 
CTSH Cognizant Technology Solutions Corporation
-1.17%
-$4,142.44 
TRGP Targa Resources Corp.
-1.16%
-$6,247.34 
ACN Accenture plc Class A
-1.14%
-$3,276.66 
PM Philip Morris International Inc.
-1.05%
-$8,787.84 
MDLZ Mondelez International, Inc.
-1.03%
-$4,629.24 
KO The Coca-Cola Company
-0.96%
-$15,306.27 
V Visa Inc. Class A
-0.95%
-$24,661.23 
NFLX Netflix, Inc.
-0.9%
-$18,883.32 
ICE Intercontinental Exchange, Inc.
-0.86%
-$7,965.05 
ET Energy Transfer L.P.
-0.84%
-$7,028.52 
COST Costco Wholesale Corporation
-0.83%
-$70,640.79 
CLH Clean Harbors Inc.
-0.8%
-$5,465.94 
TYG Tortoise Energy Infrastructure Total Return Fund
-0.8%
-$2,729.99 
CB Chubb Limited
-0.7%
-$1,925.09 
OHI Omega Healthcare Investors Inc.
-0.7%
-$23,225.6 
PDI Pimco Dynamic Income Fund
-0.67%
-$5,168.24 
JKE iShares Morningstar Large-Cap Growth ETF
-0.61%
-$1,884.4 
WMB The Williams Companies, Inc.
-0.61%
-$9,392.24 
ES Eversource Energy
-0.6%
-$1,278.2 
CPS Cooper-Standard Holdings Inc.
-0.6%
-$85,675.07 
SYK Stryker Corporation
-0.56%
-$9,972.78 
PATH Uipath Inc.
-0.56%
-$819.48 
TMDX TransMedics Group Inc.
-0.54%
-$806.4 
GNL Global Net Lease, Inc.
-0.53%
-$1,496.85 
BP BP p.l.c. Sponsored ADR
-0.51%
-$1,191.3 
SCHW Charles Schwab Corporation
-0.5%
-$5,394.15 
MLPX Global X MLP & Energy Infrastructure ETF
-0.46%
-$40,966.94 
DUK Duke Energy Corporation
-0.46%
-$18,417.3 
KR Kroger Co.
-0.45%
-$2,381.77 
SO The Southern Company
-0.44%
-$10,358.98 
WEC WEC Energy Group Inc.
-0.4%
-$6,115.08 
META Meta Platforms Inc Class A
-0.38%
-$21,019.43 
CL Colgate-Palmolive Company
-0.37%
-$1,407 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.36%
-$1,235.92 
SHEL Shell plc
-0.35%
-$3,212.73 
TTE TotalEnergies SE
-0.32%
-$956.17 
CDNS Cadence Design Systems, Inc.
-0.3%
-$2,926.93 
MA Mastercard Incorporated
-0.3%
-$11,758.98 
PEP PepsiCo, Inc.
-0.28%
-$6,521.76 
UNH UnitedHealth Group Incorporated
-0.27%
-$13,495.78 
FDUS Fidus Investment Corporation
-0.27%
-$615.05 
WMT Walmart Inc.
-0.27%
-$34,665.6 
RF-PF Regions Financial Corporation
-0.24%
-$575.4 
CI The Cigna Group
-0.24%
-$809.9 
EAGL Eagle Capital Select Equity ETF
-0.23%
-$8,995.58 
HLN Haleon Plc - ADR
-0.22%
-$221.52 
ETR Entergy Corporation
-0.2%
-$876.6 
GWW W.W. Grainger, Inc.
-0.2%
-$459.36 
CME CME Group Inc.
-0.19%
-$10,451.29 
PG Procter & Gamble Co
-0.17%
-$2,714.03 
XLP Consumer Staples Select Sector SPDR Fund
-0.13%
-$695.42 
NNN NNN REIT, Inc.
-0.11%
-$280.55 
GOOGL Alphabet Inc
-0.1%
-$27,211.81 
NEE NextEra Energy, Inc.
-0.07%
-$8,342.04 
EXC Exelon Corporation
-0.04%
-$268.1 
CASY Casey's General Stores Inc.
-0.04%
-$2,602.44 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$62.5 
FLBL Franklin Senior Loan ETF
-0.02%
-$302.6 
T AT&T Inc.
-0.02%
-$818.38 
PAAA PGIM AAA CLO ETF
-0.01%
-$410.13 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$97.25 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.01%
-$17.58 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5664 | Longs Won 2759/5664 48% | Profit Factor 6.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $603,356.49 |
| Average Win $186,291.62 | Best Trade (Jun 11) $20.83M | Sharpe Ratio -7.94 |
| Average Loss -$28,867.79 | Worst Trade (Jun 11) -$3.06M | Z-Score -10.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $75,938.85 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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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