Leslie D. Thompson Portfolio
Invests via Spectrum Wealth Counsel, LLC | Managed by Leslie D. Thompson, Robert Phillips
Invests via Spectrum Wealth Counsel, LLC
Managed by Leslie D. Thompson, Robert Phillips
Automatically Tracked
Leslie D. Thompson Profile
Veteran investment executive with a background in risk management, portfolio construction and fixed-income trading. Leslie D. Thompson combines operational leadership at asset managers and strategic oversight of multi-asset portfolios, with experience in trading systems and regulatory compliance. She is known for aligning investment processes with performance attribution and liquidity management, advising on capital allocation, product structuring and governance for institutional clients and pension funds.
Veteran investment executive with a background in risk management, portfolio construction and fixed-income trading. Leslie D. Thompson combines operational leadership at asset managers and strategic oversight of multi-asset portfolios, with experience in trading systems and regulatory compliance. She is known for aligning investment processes with performance attribution and liquidity management, advising on capital allocation, product structuring and governance for institutional clients and pension funds.
Investment Philosophy & Strategy
Focuses on disciplined, risk-aware capital allocation across multi-asset portfolios, blending fixed-income trading expertise with robust portfolio construction and liquidity management. Emphasizes process-driven underwriting, scenario-based stress testing and clear performance attribution to align incentives and governance. Prefers durable income-generating instruments and liquid hedges while allocating to opportunistic, relative-value ideas where trading edge and execution lower transaction costs. Time horizon balances long-term liability matching for institutional clients with tactical tilts; decision-making is evidence-based, transparent and oriented to regulatory and operational resilience.
Focuses on disciplined, risk-aware capital allocation across multi-asset portfolios, blending fixed-income trading expertise with robust portfolio construction and liquidity management. Emphasizes process-driven underwriting, scenario-based stress testing and clear performance attribution to align incentives and governance. Prefers durable income-generating instruments and liquid hedges while allocating to opportunistic, relative-value ideas where trading edge and execution lower transaction costs. Time horizon balances long-term liability matching for institutional clients with tactical tilts; decision-making is evidence-based, transparent and oriented to regulatory and operational resilience.
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:
3.79%
Gain
Monthly
0.12%
Yearly
1.48%
Drawdown
35.37%
$1.11B
Equity
Holdings
$1.11B
Investment
$741.14M
$395.25M
Profit -$5.49M
Realized
$27.46M
Unrealized
$367.79M
Dividends
$39.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$5.49M
Win %
77%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$4.05M
Win %
77%
This Month
Compared to last month
Gain
0.73%
Profit
$7.99M
Win %
77%
This Year
Compared to last year
Gain
9.79%
Profit
$98.84M
Win %
77%
ABT Abbott Laboratories
+10.93%
+$38,307.89 
CBZ CBIZ Inc.
+6.62%
+$5,497.53 
DXCM DexCom, Inc.
+5.88%
+$21.4 
CODI Compass Diversified Holdings
+5.78%
+$34.2 
GPK Graphic Packaging Holding Company
+5%
+$31.5 
MRK Merck & Co., Inc.
+4.17%
+$87.72 
ODFL Old Dominion Freight Line, Inc.
+4.08%
+$45.94 
PAYX Paychex Inc.
+4.07%
+$107,443.84 
GDDY Godaddy Inc.
+3.89%
+$14.2 
LKQ LKQ Corporation
+3.89%
+$24.22 
MDLZ Mondelez International, Inc.
+3.87%
+$56.81 
ZTS Zoetis Inc.
+3.85%
+$20.09 
CMCO Columbus McKinnon Corporation
+3.76%
+$11.66 
ROP Roper Technologies Inc.
+3.61%
+$50.31 
CRM Salesforce Inc
+3.59%
+$24 
KMPR Kemper Corporation
+3.59%
+$2,420.93 
UNP Union Pacific Corporation
+3.49%
+$5,357.23 
ABBV AbbVie Inc.
+3.44%
+$282,441.62 
ITW Illinois Tool Works Inc.
+3.4%
+$161,575.81 
O Realty Income Corporation
+3.35%
+$212 
PM Philip Morris International Inc.
+3.33%
+$2,408 
UPS United Parcel Service, Inc.
+3.29%
+$420.36 
PYPL PayPal Holdings Inc
+3.28%
+$7.28 
MO Altria Group, Inc.
+3.23%
+$91.2 
T AT&T Inc.
+3.22%
+$5,593.22 
NKE Nike, Inc. - Class B
+3.21%
+$16.5 
FRME First Merchants Corporation
+3.14%
+$1,897.5 
IBM International Business Machines Corporation
+3.1%
+$162,757.27 
GABC German American Bancorp Inc.
+3.05%
+$5,518.8 
AMCR Amcor plc
+3.04%
+$26.36 
COKE Coca-Cola Consolidated Inc.
+2.97%
+$72,062.93 
VZ Verizon Communications Inc.
+2.91%
+$2,214.86 
DKS Dick's Sporting Goods, Inc.
+2.9%
+$248,320.62 
SBUX Starbucks Corporation
+2.86%
+$1,202 
CMCSA Comcast Corp
+2.83%
+$42.52 
KO The Coca-Cola Company
+2.69%
+$11,557.32 
PAG Penske Automotive Group Inc.
+2.68%
+$37.59 
COST Costco Wholesale Corporation
+2.6%
+$1,287.36 
WSM Williams-Sonoma, Inc.
+2.59%
+$147,176.14 
ISRG Intuitive Surgical, Inc.
+2.54%
+$4,183.47 
WMT Walmart Inc.
+2.49%
+$3,880.8 
MLI Mueller Industries Inc.
+2.45%
+$104,562.78 
SPG Simon Property Group, Inc.
+2.45%
+$231,394.02 
VDC VANGUARD CONSUMER STAPLES ETF
+2.44%
+$398.52 
YUMC Yum China Holdings Inc.
+2.44%
+$21.1 
GEN Gen Digital Inc.
+2.38%
+$25.2 
TJX The TJX Companies, Inc.
+2.38%
+$423,964.64 
MA Mastercard Incorporated
+2.37%
+$5,083.99 
XLV Health Care Select Sector SPDR Fund
+2.34%
+$3,564.21 
MCD McDonald's Corporation
+2.31%
+$8,427.24 
BIDU Baidu Inc.
+2.28%
+$7.62 
UTZ Utz Brands, Inc.
+2.16%
+$8 
GEHC GE HealthCare Technologies Inc.
+2.1%
+$283.29 
IYH iShares U.S. Healthcare ETF
+2.06%
+$446.87 
USRT iShares Core U.S. REIT ETF
+2.04%
+$9,037.89 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$94,153.62 
LOW Lowe's Companies Inc.
+2.04%
+$346.27 
VRTX Vertex Pharmaceuticals Incorporated
+2%
+$2,351.44 
PSA Public Storage Common Stock
+1.96%
+$616 
V Visa Inc. Class A
+1.94%
+$280,080.22 
FHLC Fidelity MSCI Health Care Index ETF
+1.92%
+$5,394.6 
IAT iShares U.S. Regional Banks ETF
+1.86%
+$14,052.71 
DIS The Walt Disney Company
+1.84%
+$1,333.39 
PG Procter & Gamble Co
+1.82%
+$4,451.97 
TFC Truist Financial Corporation
+1.8%
+$57 
KVUE Kenvue Inc.
+1.79%
+$18.43 
TGT Target Corporation
+1.79%
+$86.45 
MSFT Microsoft Corp.
+1.78%
+$364,814.82 
KWR Quaker Chemical Corporation
+1.76%
+$26.7 
LLY Eli Lilly and Company
+1.73%
+$448,196.7 
CB Chubb Limited
+1.66%
+$28.05 
CTVA Corteva Inc.
+1.65%
+$198.77 
AVA Avista Corp.
+1.64%
+$40.8 
USAC Usa Compression Partners L.P.
+1.64%
+$104.4 
FISV Fiserv, Inc.
+1.59%
+$3,632 
AMLP Alerian MLP ETF
+1.56%
+$152,936.63 
SPLV Invesco S&P 500 Low Volatility ETF
+1.52%
+$17.18 
RMD ResMed Inc.
+1.5%
+$14.93 
AFL Aflac Inc.
+1.44%
+$132,537.54 
ET Energy Transfer L.P.
+1.43%
+$22.8 
EMN Eastman Chemical Company
+1.43%
+$19.4 
USB U.S. Bancorp
+1.41%
+$787.65 
PKG Packaging Corporation of America
+1.39%
+$61,691.37 
ITB iShares U.S. Home Construction ETF
+1.39%
+$383.52 
JNJ Johnson & Johnson
+1.34%
+$495 
JAZZ Jazz Pharmaceuticals plc
+1.33%
+$47.94 
EPD Enterprise Products Partners L.P.
+1.29%
+$291 
PFE Pfizer Inc.
+1.29%
+$31.99 
IJS iShares S&P Small-Cap 600 Value ETF
+1.29%
+$10,275.52 
CVX Chevron Corporation
+1.26%
+$1,550.4 
AAPL Apple Inc.
+1.25%
+$494,823.45 
AM Antero Midstream Corporation
+1.25%
+$140 
SNY Sanofi American Depositary Receipt
+1.16%
+$12.66 
IWN iShares Russell 2000 Value ETF
+1.11%
+$31.91 
BRSP BrightSpire Capital Inc.
+1.1%
+$34.8 
HD The Home Depot, Inc.
+1.09%
+$98,239.43 
PTLO Portillo's Inc.
+1.09%
+$50 
XOM Exxon Mobil Corporation
+1.02%
+$94,184.88 
SO The Southern Company
+1.02%
+$388.89 
MSI Motorola Solutions, Inc.
+0.96%
+$54.95 
FE FirstEnergy Corp.
+0.94%
+$27.48 
IAK iShares U.S. Insurance ETF
+0.94%
+$94,431.48 
NLY Annaly Capital Management, Inc.
+0.91%
+$571.62 
RPV Invesco S&P 500 Pure Value ETF
+0.91%
+$177.02 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$2,143.7 
DE Deere & Company
+0.84%
+$14.82 
EOG EOG Resources, Inc.
+0.73%
+$23 
GL Globe Life Inc.
+0.72%
+$10.48 
IWD iShares Russell 1000 Value ETF
+0.72%
+$2,100.99 
IUSV iShares Core S&P U.S. Value ETF
+0.69%
+$25,616.79 
IVE ISHARES S&P 500 VALUE ETF
+0.66%
+$121,512.09 
IWX iShares Russell Top 200 Value ETF
+0.65%
+$284.2 
FANG Diamondback Energy Inc
+0.62%
+$1.18 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$3,451.08 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$30 
OBDC Blue Owl Capital Corporation
+0.59%
+$24.83 
TOST Toast Inc.
+0.56%
+$5.1 
APD Air Products and Chemicals, Inc.
+0.55%
+$9.6 
GD General Dynamics Corporation
+0.52%
+$216.4 
AIT Applied Industrial Technologies Inc.
+0.52%
+$6,109.83 
SHEL Shell plc
+0.5%
+$93.24 
EXEL Exelixis Inc.
+0.49%
+$13.5 
CSWC Capital Southwest Corporation
+0.48%
+$26.57 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$327.81 
FDVV Fidelity High Dividend ETF
+0.46%
+$38.48 
NFLX Netflix, Inc.
+0.45%
+$9,782.45 
OCSL Oaktree Specialty Lending Corporation
+0.45%
+$4.12 
TMO Thermo Fisher Scientific Inc.
+0.43%
+$1,938.11 
XLC Communication Services Select Sector SPDR Fund
+0.39%
+$50,725.84 
BABA Alibaba Group Holding Limited SP ADR
+0.37%
+$9.24 
TDY Teledyne Technologies Incorporated
+0.36%
+$540 
FDRR Fidelity Dividend ETF for Rising Rates
+0.35%
+$29.84 
WFC Wells Fargo & Company
+0.33%
+$2,576.65 
NI NiSource Inc.
+0.33%
+$1,683.75 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$41,062.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$89,326.02 
PDI Pimco Dynamic Income Fund
+0.28%
+$13.5 
HON Honeywell International Inc.
+0.26%
+$23.08 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.25%
+$34.8 
PRF Invesco FTSE RAFI US 1000 ETF
+0.25%
+$6,791.98 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$1.85 
GOOG Alphabet Inc
+0.22%
+$3,022.01 
BOOT Boot Barn Holdings, Inc.
+0.21%
+$2.64 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,570.19 
GOOGL Alphabet Inc
+0.17%
+$39,545.73 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$1,769 
FERG Ferguson Enterprises Inc
+0.17%
+$2.31 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$84.53 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.15%
+$10.29 
DVN Devon Energy Corporation
+0.14%
+$1.8 
ECC Eagle Point Credit Company Inc.
+0.14%
+$1.07 
IWR iShares Russell Mid-Cap ETF
+0.13%
+$411.22 
EW Edwards Lifesciences Corporation
+0.13%
+$339.68 
OGN Organon & Co.
+0.11%
+$0.45 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$1.82 
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032
+0.1%
+$28.37 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$5.32 
OXY Occidental Petroleum Corporation
+0.07%
+$40.8 
FIDI Fidelity International High Dividend ETF
+0.07%
+$5.73 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$75.11 
IGV iShares Expanded Tech-Software Sector ETF
+0.03%
+$3.96 
TPL Texas Pacific Land Corporation
+0.03%
+$1.56 
VB Vanguard Small-Cap ETF
+0.02%
+$0.91 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$107.1 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$136.96 
GSY Invesco Ultra Short Duration ETF
+0.01%
+$1.34 
NOW ServiceNow, Inc.
+0.01%
+$5.5 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1.03 
NEE NextEra Energy, Inc.
+0.01%
+$8 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$0.98 
ANSS Ansys, Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
G3643J108
0%
$0 
GOLD
0%
$0 
HIMU
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
LAC
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.28%
-$169.66 
AREC American Resources Corporation
-14.29%
-$520 
RKLB Rocket Lab Corporation
-12.35%
-$18,820.2 
OKLO Oklo Inc.
-10.22%
-$116.75 
MP MP Materials Corp.
-10.01%
-$717.75 
QS QuantumScape Corp
-9.8%
-$114.66 
LAR Lithium Argentina AG
-9.68%
-$945.2 
CORZ Core Scientific, Inc.
-8.38%
-$781.05 
HIMS Hims & Hers Health, Inc.
-7.56%
-$84.3 
CC Chemours Co.
-6.37%
-$70.8 
GE General Electric Company
-6.35%
-$14,626.71 
HUMA Humacyte, Inc.
-6.18%
-$8.42 
TEM Tempus AI, Inc.
-6.14%
-$14.05 
CRSP Crispr Therapeutics AG
-5.83%
-$11.98 
LRCX Lam Research Corporation
-5.78%
-$77.6 
VST Vistra Corp
-5.71%
-$82.35 
FCX Freeport-McMoRan Inc.
-5.51%
-$151.2 
MS Morgan Stanley
-5.46%
-$754,645.8 
BHP BHP Group Ltd.
-5.46%
-$186.8 
GS The Goldman Sachs Group, Inc.
-5.09%
-$1.2M 
SOXX iShares Semiconductor ETF
-5.08%
-$8,463 
CW Curtiss-Wright Corporation
-4.7%
-$21,480.65 
AVGO Broadcom Inc.
-4.61%
-$1.06M 
URA Global X Uranium ETF
-4.6%
-$251.92 
CAT Caterpillar Inc.
-4.47%
-$4,087.5 
GDXJ VanEck Junior Gold Miners ETF
-4.39%
-$381.6 
NEM Newmont Corporation
-4.39%
-$192.28 
DELL Dell Technologies Inc.
-4.21%
-$208.56 
PALL abrdn Physical Palladium Shares ETF
-4.02%
-$48 
GNRC Generac Holdings Inc.
-3.98%
-$81.18 
NXPI NXP Semiconductors N.V.
-3.94%
-$66 
GDX VanEck Gold Miners ETF
-3.72%
-$6,751.25 
KEYS Keysight Technologies, Inc.
-3.71%
-$442.7 
CMI Cummins Inc.
-3.62%
-$478,719.46 
JBL Jabil Inc.
-3.58%
-$156,282.77 
ACB Aurora Cannabis Inc.
-3.57%
-$0.19 
GEV GE Vernova Inc.
-3.56%
-$5,981.58 
SLV iShares Silver Trust
-3.56%
-$3,321.96 
SIVR abrdn Physical Silver Shares ETF
-3.49%
-$792.81 
ARKK ARK Innovation ETF Fund
-3.43%
-$8.19 
VALE Vale S.A.
-3.37%
-$49.5 
MTUM iShares MSCI USA Momentum Factor ETF
-3.36%
-$283,475.72 
SOUN SoundHound AI Inc.
-3.23%
-$210 
ELV Elevance Health, Inc.
-3.2%
-$11,756.16 
PLTM GraniteShares Platinum Trust
-3.2%
-$61.28 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$132.72 
CSCO Cisco Systems, Inc.
-2.89%
-$1,169.26 
ANET Arista Networks, Inc.
-2.78%
-$149,896.02 
ETHE Grayscale Ethereum Trust ETF
-2.77%
-$250.69 
NVDA NVIDIA Corporation
-2.73%
-$489,434.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.69%
-$303,877.12 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$1.53M 
IXN iShares Global Tech ETF
-2.65%
-$2,978.4 
C Citigroup Inc.
-2.53%
-$68.2 
LFVN LifeVantage Corporation
-2.5%
-$3.1 
BNY BlackRock New York Municipal Income Trust
-2.37%
-$1,063.68 
MOS Mosaic Company
-2.32%
-$32.1 
IGM iShares Expanded Tech Sector ETF
-2.29%
-$120,869.84 
ETH Ethan Allen Interiors Inc
-2.24%
-$221.81 
ESGE iShares ESG Aware MSCI EM ETF
-2.23%
-$1,641.51 
ICVT iShares Convertible Bond ETF
-2.2%
-$11,469.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$269,678.53 
IYW iShares U.S. Technology ETF
-2.01%
-$244,864.29 
GLD SPDR Gold Shares
-1.85%
-$4,257.31 
META Meta Platforms Inc Class A
-1.85%
-$311,272.83 
OUNZ VanEck Merk Gold Trust
-1.83%
-$7,105.67 
AAAU Goldman Sachs Physical Gold ETF
-1.8%
-$396 
DD DuPont de Nemours, Inc.
-1.8%
-$247.04 
IAU iShares Gold Trust
-1.8%
-$287,412.3 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$85.8 
TTE TotalEnergies SE
-1.77%
-$35.5 
FTNT Fortinet Inc.
-1.67%
-$52,984.51 
RFIX Simplify Bond Bull ETF
-1.67%
-$585.9 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$2,553.28 
VONG Vanguard Russell 1000 Growth Fund
-1.62%
-$3,446.49 
VOT Vanguard Mid-Cap Growth ETF
-1.61%
-$254.4 
ING ING Groep N.V. Sponsored ADR
-1.56%
-$52 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$1,111 
IBIT iShares Bitcoin Trust
-1.49%
-$2,848.45 
CNC Centene Corporation
-1.46%
-$40.74 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$99.22 
RIG Transocean Ltd.
-1.45%
-$7.81 
TSLA Tesla, Inc.
-1.41%
-$3,057.99 
BTC Grayscale Bitcoin Mini Trust ETF
-1.39%
-$438 
CRWD CrowdStrike Holdings, Inc.
-1.39%
-$45.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$3,753.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$156,665.8 
SPEM SPDR Portfolio Emerging Markets ETF
-1.29%
-$32.59 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$37.75 
SLB Schlumberger Limited
-1.26%
-$24 
DBC Invesco DB Commodity Index Tracking Fund
-1.23%
-$128.16 
RJF Raymond James Financial Inc.
-1.21%
-$35,306.96 
IXUS iShares Core International Stock ETF
-1.17%
-$13,052.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$546.19 
BA Boeing Company
-1.1%
-$849.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$40.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$497.58 
GM General Motors Company
-1.08%
-$17.64 
EFG iShares MSCI EAFE Growth ETF
-1.08%
-$115,311.24 
SCHA Schwab U.S. Small-Cap ETF
-1.04%
-$50.4 
VUG Vanguard Growth ETF
-1.03%
-$64,816.2 
JPM JPMorgan Chase & Co.
-0.99%
-$195,059.53 
WBD Warner Bros. Discovery, Inc.
-0.95%
-$0.52 
BLK BlackRock, Inc.
-0.94%
-$106,068.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$94,814.74 
THRO iShares U.S. Thematic Rotation Active ETF
-0.87%
-$2,905.87 
XLG Invesco S&P 500 Top 50 ETF
-0.87%
-$991.98 
EFA iShares MSCI EAFE ETF
-0.84%
-$963.6 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$135,425.11 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.67%
-$3,352.36 
XLI Industrial Select Sector SPDR Fund
-0.62%
-$96,625.33 
WRB W.R. Berkley Corporation
-0.6%
-$170.94 
PFF iShares Preferred and Income Securities ETF
-0.59%
-$1.98 
BOE BlackRock Enhanced Global Dividend Trust
-0.57%
-$35 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.57%
-$1,119.69 
ESGU iShares ESG Aware MSCI USA ETF
-0.57%
-$1,985.5 
BP BP p.l.c. Sponsored ADR
-0.56%
-$115 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.55%
-$22,099.32 
FCPI Fidelity Stocks for Inflation ETF
-0.53%
-$95.46 
ABNB Airbnb, Inc.
-0.48%
-$72 
OEF iShares S&P 100 ETF
-0.48%
-$25,827.74 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$87,374.92 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.48%
-$2,644.8 
VOO Vanguard S&P 500 ETF
-0.47%
-$629.85 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$730,774.98 
IVV iShares Core S&P 500 ETF
-0.46%
-$496,739.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$580.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$7,608.15 
DOW Dow Inc.
-0.44%
-$16.64 
EVLV Evolv Technologies Holdings, Inc.
-0.42%
-$1,000 
WBS Webster Financial Corporation
-0.36%
-$6.87 
WSO Watsco Inc.
-0.31%
-$13,936.68 
IEV iShares Europe ETF
-0.3%
-$22.01 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$0.6 
A Agilent Technologies Inc.
-0.29%
-$24.64 
IWM iShares Russell 2000 ETF
-0.27%
-$1,651.64 
IBB iShares Biotechnology ETF
-0.26%
-$75 
BAC Bank of America Corporation
-0.25%
-$4.65 
VAW Vanguard Materials ETF
-0.25%
-$8.32 
AMZN Amazon.com Inc
-0.14%
-$20,415.81 
IAGG iShares International Aggregate Bond Fund
-0.14%
-$430.64 
IGE iShares North American Natural Resources ETF
-0.13%
-$767.55 
MUB iShares National Muni Bond ETF
-0.12%
-$1,607.87 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.11%
-$2.11 
MELI MercadoLibre, Inc.
-0.11%
-$2.05 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$1,578.46 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$174.84 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$3,761.94 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$50.84 
IBTL iShares iBonds Dec 2031 Term Fund
-0.1%
-$48.1 
XLF Financial Select Sector SPDR Fund
-0.1%
-$17,676.28 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$943.74 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.08%
-$40.21 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$4.6 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.07%
-$360.48 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$78.99 
RDVI FT Vest Rising Dividend Achievers Fund
-0.07%
-$21,228.9 
FBND Fidelity Total Bond ETF
-0.07%
-$9.57 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.07%
-$32.74 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.06%
-$233.16 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$8.61 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.05%
-$9.52 
BINC iShares Flexible Income Active ETF
-0.05%
-$1,624.95 
MBB iShares MBS ETF
-0.05%
-$2,499.43 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.04%
-$9.13 
TIP iShares TIPS Bond ETF
-0.04%
-$95.04 
HYDB iShares High Yield Systematic Bond ETF
-0.03%
-$80.75 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.03%
-$156.33 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$33.26 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$121.07 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$25.68 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$72.55 
HPQ HP Inc.
-0.02%
-$1.56 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$107.61 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$103.52 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.02%
-$6.47 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$7.18 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$2,254.97 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$23.98 
SLRC SLR Investment Corp.
-0.01%
-$1.73 
IBTI iShares iBonds Dec 2028 Term ETF
0%
-$3.12 Events
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Dividends
Dividend Analysis
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| Trades 1345 | Longs Won 942/1345 70% | Profit Factor 43.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.15M |
| Average Win $429,522.12 | Best Trade (Jul 15) $53.94M | Sharpe Ratio -11.41 |
| Average Loss -$23,230.94 | Worst Trade (Jun 30) -$1.34M | Z-Score 10.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $293,864.52 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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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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