Basepoint Wealth LLC Portfolio
Invests via Basepoint Wealth LLC | Managed by W. Allen Wallace
Invests via Basepoint Wealth LLC
Managed by W. Allen Wallace
Automatically Tracked
Company Profile
Registered wealth management firm offering advisory and fiduciary services to high-net-worth individuals and small institutions, focusing on portfolio construction, financial planning and retirement solutions. Basepoint Wealth LLC combines discretionary investment management with financial planning, tax-aware strategies and access to mutual funds and ETFs. Positioned as a boutique RIAs alternative, it emphasizes personalized service, multi-asset allocations and fee-based advisory models suited to long-term wealth preservation.
Registered wealth management firm offering advisory and fiduciary services to high-net-worth individuals and small institutions, focusing on portfolio construction, financial planning and retirement solutions. Basepoint Wealth LLC combines discretionary investment management with financial planning, tax-aware strategies and access to mutual funds and ETFs. Positioned as a boutique RIAs alternative, it emphasizes personalized service, multi-asset allocations and fee-based advisory models suited to long-term wealth preservation.
Investment Philosophy & Strategy
Combines fiduciary, fee-based advisory discipline with long-term capital preservation and a tax-aware total-return focus. Emphasizes diversified multi-asset portfolios built from ETFs, mutual funds and select active strategies, using discretionary management to tailor allocations to cash-flow needs, risk tolerance and retirement objectives. Allocation decisions prioritize low-cost implementation, downside protection via fixed income and alternatives, and rebalancing-driven discipline. Capital deployment favors client-specific liability matching, holistic financial planning integration, and scalable boutique service to high-net-worth households and small institutions.
Combines fiduciary, fee-based advisory discipline with long-term capital preservation and a tax-aware total-return focus. Emphasizes diversified multi-asset portfolios built from ETFs, mutual funds and select active strategies, using discretionary management to tailor allocations to cash-flow needs, risk tolerance and retirement objectives. Allocation decisions prioritize low-cost implementation, downside protection via fixed income and alternatives, and rebalancing-driven discipline. Capital deployment favors client-specific liability matching, holistic financial planning integration, and scalable boutique service to high-net-worth households and small institutions.
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:
109.05%
Gain -0.26%
Monthly
1.3%
Yearly
16.73%
Drawdown
18.9%
$178.04M
Equity
Holdings
$178.04M
Investment
$124.84M
$90.55M
Profit -$352,666.68
Realized
$37.35M
Unrealized
$53.2M
Dividends
$9.91M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$352,666.68
Win %
64%
This Week
Compared To Last Week
Gain
0.26%
Profit
$458,849.32
Win %
64%
This Month
Compared to last month
Gain
1.9%
Profit
$3.31M
Win %
64%
This Year
Compared to last year
Gain
2.04%
Profit
$3.56M
Win %
64%
OXY-WT Occidental Petroleum Corporation
+4.34%
+$26.88 
AA Alcoa Corporation
+4.32%
+$689.27 
RRC Range Resources Corporation
+3.79%
+$1,205.76 
APA APA Corporation
+3.71%
+$28 
JFIN Jiayin Group Inc.
+3.69%
+$4.5 
HONA Honeywell Aerospace Inc.
+3.46%
+$677.4 
KMI Kinder Morgan, Inc.
+3.38%
+$1,218.78 
BP BP p.l.c. Sponsored ADR
+3.37%
+$145.51 
TRGP Targa Resources Corp.
+3.28%
+$55.56 
COP ConocoPhillips
+3.27%
+$35,285.23 
RTX RTX Corporation
+3.08%
+$35,815.68 
EOG EOG Resources, Inc.
+3.05%
+$841.65 
DVN Devon Energy Corporation
+2.88%
+$2,137.1 
SWKS Skyworks Solutions Inc.
+2.88%
+$4,721.88 
NOC Northrop Grumman Corporation
+2.88%
+$1,207.92 
OXY Occidental Petroleum Corporation
+2.87%
+$3,208.56 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$1,775 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$252.8 
LMT Lockheed Martin Corporation
+2.72%
+$7,728.49 
BKR Baker Hughes Company
+2.72%
+$39.96 
VNOM Viper Energy Inc. Class A Common Stock
+2.71%
+$68.73 
SLB Schlumberger Limited
+2.65%
+$4,808.96 
NGG National Grid plc Sponsored ADR
+2.48%
+$170.52 
PODD Insulet Corporation
+2.32%
+$6.44 
CVX Chevron Corporation
+2.3%
+$13,292.37 
GPRE Green Plains Inc.
+2.24%
+$155.52 
PM Philip Morris International Inc.
+2.19%
+$9,059.03 
HAL Halliburton Company
+2.11%
+$1,323.97 
MSI Motorola Solutions, Inc.
+2.1%
+$593.96 
F Ford Motor Company
+2.03%
+$887.83 
XOM Exxon Mobil Corporation
+1.98%
+$20,618.2 
EPD Enterprise Products Partners L.P.
+1.97%
+$372.4 
PEP PepsiCo, Inc.
+1.94%
+$29,987.4 
USB U.S. Bancorp
+1.88%
+$3,898.8 
AEE Ameren Corporation
+1.86%
+$214.23 
AEP American Electric Power Company, Inc.
+1.84%
+$25.19 
EXC Exelon Corporation
+1.84%
+$237.12 
DUK Duke Energy Corporation
+1.8%
+$1,229.09 
GD General Dynamics Corporation
+1.79%
+$38,853.09 
ET Energy Transfer L.P.
+1.76%
+$613.55 
CBOE Cboe Global Markets Inc.
+1.71%
+$531.77 
ATO Atmos Energy Corporation
+1.71%
+$207.2 
BLDR Builders FirstSource, Inc.
+1.71%
+$183 
SMG Scotts Miracle-Gro Co.
+1.69%
+$3,805.49 
EVRG Evergy Inc.
+1.69%
+$129.25 
SO The Southern Company
+1.68%
+$379.73 
TFC Truist Financial Corporation
+1.66%
+$293.73 
ED Consolidated Edison, Inc.
+1.66%
+$479.98 
TJX The TJX Companies, Inc.
+1.63%
+$653.72 
DNP DNP Select Income Fund Inc.
+1.63%
+$2,360 
SBAC SBA Communications Corporation
+1.62%
+$5.97 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.61%
+$22.87 
FTS Fortis Inc.
+1.59%
+$86.13 
ROK Rockwell Automation, Inc.
+1.58%
+$5,485.8 
VSNT Versant Media Group, Inc.
+1.56%
+$0.49 
PSX Phillips 66
+1.54%
+$18,534.21 
NEM Newmont Corporation
+1.53%
+$141.6 
CASY Casey's General Stores Inc.
+1.52%
+$3,188.64 
LHX L3Harris Technologies, Inc.
+1.47%
+$130.61 
PEO Adams Natural Resources Fund Inc.
+1.43%
+$68,097.96 
WY Weyerhaeuser Company
+1.42%
+$169.12 
HST Host Hotels & Resorts Inc.
+1.37%
+$15.02 
AAP Advance Auto Parts Inc.
+1.37%
+$208.8 
ALRS Alerus Financial Corporation
+1.36%
+$286.47 
LNT Alliant Energy Corporation
+1.34%
+$14,607.03 
GE General Electric Company
+1.34%
+$8,460.93 
MO Altria Group, Inc.
+1.33%
+$540.96 
COST Costco Wholesale Corporation
+1.31%
+$320.75 
MDLZ Mondelez International, Inc.
+1.31%
+$255.75 
MRK Merck & Co., Inc.
+1.29%
+$2,778.64 
KO The Coca-Cola Company
+1.28%
+$3,879.84 
CMCSA Comcast Corp
+1.28%
+$37.11 
TM Toyota Motor Corporation
+1.27%
+$158.28 
ALL Allstate Corporation
+1.26%
+$15.05 
WMB The Williams Companies, Inc.
+1.24%
+$628.66 
D Dominion Energy, Inc.
+1.24%
+$45.24 
MET MetLife Inc.
+1.23%
+$291.37 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+1.23%
+$253.4 
TAP Molson Coors Beverage Company
+1.2%
+$254.74 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
+1.18%
+$47.62 
CRH CRH plc
+1.17%
+$21.12 
AIG American International Group Inc.
+1.16%
+$18.4 
VZ Verizon Communications Inc.
+1.15%
+$22,588.92 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$183,834.02 
VTRS Viatris Inc.
+1.1%
+$57.6 
IDA Idacorp Inc.
+1.07%
+$29.4 
ACGL Arch Capital Group Ltd
+1.06%
+$42 
PAA Plains All American Pipeline, L.P.
+1.05%
+$59.89 
ITA iShares U.S. Aerospace & Defense ETF
+1.04%
+$434.16 
NEE NextEra Energy, Inc.
+1.04%
+$9,055.48 
WFC Wells Fargo & Company
+1.03%
+$3,329.45 
ARTNA Artesian Resources Corporation Class A Common Stock
+1.02%
+$174.42 
SUN Sunoco L.P.
+1.01%
+$80.3 
PNC The PNC Financial Services Group, Inc.
+1%
+$1,086.12 
AMRZ Amrize Ltd.
+0.98%
+$225.21 
XEL Xcel Energy Inc.
+0.96%
+$213.87 
WES Western Midstream Partners, LP
+0.96%
+$48.45 
YUMC Yum China Holdings Inc.
+0.96%
+$202.96 
KR Kroger Co.
+0.96%
+$1,759.2 
LIN Linde plc
+0.95%
+$47.1 
JPM JPMorgan Chase & Co.
+0.94%
+$6,687.67 
MAR Marriott International Inc. - Class A
+0.94%
+$329.42 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.94%
+$10,210.56 
AMLP Alerian MLP ETF
+0.93%
+$11.63 
ETR Entergy Corporation
+0.93%
+$14.47 
UFCS United Fire Group, Inc.
+0.92%
+$365.16 
CAG Conagra Brands Inc.
+0.92%
+$47.97 
FCNCA First Citizens BancShares, Inc.
+0.91%
+$95.53 
VTR Ventas Inc.
+0.9%
+$23.71 
MKC McCormick & Company, Incorporated
+0.9%
+$217.3 
WMT Walmart Inc.
+0.89%
+$5,716.15 
KHC The Kraft Heinz Company
+0.88%
+$112.14 
DOW Dow Inc.
+0.88%
+$43.42 
DEO Diageo plc Sponsored ADR
+0.87%
+$338.66 
HD The Home Depot, Inc.
+0.87%
+$3,528.1 
TXT Textron Inc.
+0.84%
+$161.95 
IYK iShares U.S. Consumer Staples ETF
+0.84%
+$179.2 
SBI Western Asset Intermediate Bond Fund
+0.83%
+$1,249.98 
PGR Progressive Corporation
+0.81%
+$33.06 
WTBA West Bancorporation Inc.
+0.81%
+$8,263.54 
FISV Fiserv, Inc.
+0.8%
+$343.3 
CMI Cummins Inc.
+0.79%
+$1,793.33 
MKL Markel Group Inc.
+0.79%
+$215.1 
SYK Stryker Corporation
+0.78%
+$114.25 
L Loews Corporation
+0.76%
+$8.3 
TRV The Travelers Companies, Inc.
+0.76%
+$202.17 
PG Procter & Gamble Co
+0.76%
+$6,884.38 
MRSH Marsh & McLennan Companies, Inc.
+0.74%
+$868.02 
AJG Arthur J. Gallagher & Co.
+0.73%
+$27.45 
JNJ Johnson & Johnson
+0.73%
+$2,096.05 
AFL Aflac Inc.
+0.73%
+$85.14 
MRP Millrose Properties Inc.
+0.72%
+$0.48 
ILCB iShares Morningstar U.S. Equity ETF
+0.72%
+$1,285.92 
C Citigroup Inc.
+0.71%
+$272.8 
BRO Brown & Brown Inc.
+0.71%
+$207.84 
HSY The Hershey Company
+0.7%
+$64.26 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$4,780.84 
EIX Edison International
+0.7%
+$741.78 
ABBV AbbVie Inc.
+0.7%
+$13,780.87 
MNST Monster Beverage Corporation
+0.69%
+$60.48 
DVY iShares Select Dividend ETF
+0.69%
+$66.9 
LLY Eli Lilly and Company
+0.69%
+$474.38 
MCHP Microchip Technology Incorporated
+0.69%
+$49.98 
GRF Eagle Capital Growth Fund, Inc.
+0.68%
+$243.72 
STZ Constellation Brands, Inc.
+0.68%
+$36.96 
CB Chubb Limited
+0.68%
+$9.52 
VLO Valero Energy Corporation
+0.67%
+$648.24 
BNY BlackRock New York Municipal Income Trust
+0.65%
+$6,314.07 
LOW Lowe's Companies Inc.
+0.65%
+$29.21 
VRSK Verisk Analytics Inc.
+0.65%
+$7.29 
TDG TransDigm Group Inc.
+0.64%
+$7.31 
AMG Affiliated Managers Group Inc.
+0.64%
+$851.88 
MGA Magna International Inc.
+0.64%
+$96.9 
SPLV Invesco S&P 500 Low Volatility ETF
+0.64%
+$305.5 
OTIS Otis Worldwide Corporation
+0.63%
+$234.07 
NXPI NXP Semiconductors N.V.
+0.63%
+$66.7 
CARR Carrier Global Corporation
+0.62%
+$2,104.6 
NLOP Net Lease Office Properties.
+0.62%
+$55.86 
BHP BHP Group Ltd.
+0.61%
+$107.61 
POR Portland General Electric Company
+0.61%
+$137.7 
BLK BlackRock, Inc.
+0.61%
+$206.4 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$31,348.1 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.61%
+$1.89 
WPC W. P. Carey Inc.
+0.6%
+$1,562.34 
GM General Motors Company
+0.59%
+$202.95 
ZTS Zoetis Inc.
+0.57%
+$9 
GEV GE Vernova Inc.
+0.56%
+$2,558.67 
KMB Kimberly-Clark Corporation
+0.56%
+$62.69 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$124.96 
HLI Houlihan Lokey Inc.
+0.55%
+$36.4 
NRG NRG Energy, Inc.
+0.54%
+$78.19 
TPR Tapestry Inc.
+0.54%
+$5,820.48 
T AT&T Inc.
+0.51%
+$381 
CI The Cigna Group
+0.51%
+$840.27 
KVUE Kenvue Inc.
+0.51%
+$4.75 
CL Colgate-Palmolive Company
+0.51%
+$40.42 
FRT Federal Realty Investment Trust
+0.51%
+$5.35 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.5%
+$38.54 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.48%
+$17.67 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.48%
+$141.98 
INGR Ingredion Inc.
+0.47%
+$12,322.94 
SPG Simon Property Group, Inc.
+0.47%
+$476.9 
MPC Marathon Petroleum Corporation
+0.45%
+$298.92 
HLT Hilton Worldwide Holdings Inc.
+0.44%
+$7.55 
BF-B Brown-Forman Corporation
+0.42%
+$5,521.44 
NTRS Northern Trust Corporation
+0.41%
+$51.3 
FITB Fifth Third Bancorp
+0.4%
+$48.2 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.39%
+$26.5 
RIO Rio Tinto Plc Sponsored ADR
+0.38%
+$537.54 
V Visa Inc. Class A
+0.37%
+$649.64 
AAPL Apple Inc.
+0.37%
+$16,019.96 
BTT BlackRock Municipal 2030 Target Term Trust
+0.37%
+$101.76 
MFC Manulife Financial Corporation
+0.36%
+$109.44 
UTG Reaves Utility Income Fund
+0.36%
+$49.38 
CXT Crane NXT Co.
+0.35%
+$182.4 
GRMN Garmin Ltd.
+0.34%
+$20.58 
ADM Archer-Daniels-Midland Co
+0.33%
+$88.28 
CPB The Campbell's Company
+0.33%
+$285.81 
BALL Ball Corp.
+0.33%
+$8.2 
EDGH 3EDGE Dynamic Hard Assets ETF
+0.33%
+$429.11 
FNDF Schwab Fundamental International Large Company Index ETF
+0.31%
+$2.64 
HBAN Huntington Bancshares Incorporated
+0.29%
+$16.25 
CDE Coeur Mining, Inc.
+0.29%
+$55.66 
ITW Illinois Tool Works Inc.
+0.28%
+$99 
ISRG Intuitive Surgical, Inc.
+0.26%
+$3.33 
FOXA Fox Corporation
+0.26%
+$33 
ZBH Zimmer Biomet Holdings, Inc.
+0.25%
+$75.6 
PAG Penske Automotive Group Inc.
+0.24%
+$3,127.28 
APD Air Products and Chemicals, Inc.
+0.24%
+$146.16 
ADP Automatic Data Processing Inc.
+0.24%
+$2.72 
PFE Pfizer Inc.
+0.24%
+$756.77 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.23%
+$51.98 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$16.2 
STEW SRH Total Return Fund, Inc.
+0.22%
+$423.48 
SCHH Schwab U.S. REIT ETF
+0.22%
+$0.7 
FXZ First Trust Materials AlphaDEX Fund
+0.21%
+$53.46 
SCHP Schwab U.S. TIPS ETF
+0.2%
+$0.3 
MCK McKesson Corporation
+0.2%
+$2,017.53 
UFPI UFP Industries, Inc.
+0.19%
+$7.2 
AIZ Assurant Inc.
+0.18%
+$21.42 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$239.12 
WM Waste Management, Inc.
+0.17%
+$9.62 
ACN Accenture plc Class A
+0.17%
+$1.9 
DON WisdomTree U.S. MidCap Dividend Fund
+0.16%
+$55.35 
NKE Nike, Inc. - Class B
+0.15%
+$38.06 
VOE Vanguard Mid-Cap Value ETF
+0.15%
+$221.4 
DG Dollar General Corporation
+0.13%
+$42.3 
ASML ASML Holding N.V. New York Registry Shares
+0.12%
+$20.4 
VTV Vanguard Value ETF
+0.12%
+$151.58 
AMGN Amgen Inc.
+0.1%
+$121.48 
WTFC Wintrust Financial Corporation
+0.08%
+$15.64 
BMY Bristol-Myers Squibb Company
+0.07%
+$385.65 
DIS The Walt Disney Company
+0.07%
+$44.48 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.07%
+$30.32 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$404.88 
BCS Barclays PLC Sponsored ADR
+0.07%
+$9.73 
BWA BorgWarner Inc.
+0.05%
+$4.5 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$6.48 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$49.86 
PIPR Piper Sandler Companies
+0.03%
+$1.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$2.9 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$333.31 
VNQ Vanguard Real Estate ETF
+0.02%
+$24.2 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1.31 
WHR Whirlpool Corporation
+0.02%
+$4.33 
MCD McDonald's Corporation
+0.02%
+$14.32 
PTC PTC Inc.
0%
+$0.04 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FIBK First Interstate Bancsystem Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
KTF DWS Municipal Income Trust
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FSSL
FSSL
0%
$0 G200
G2004J103
0%
$0 
SMCI Super Micro Computer Inc
-9.57%
-$1,680 
SNOW Snowflake Inc.
-9.29%
-$591.09 
MRNA Moderna, Inc.
-9.25%
-$10,830.6 
MSTR Strategy Inc.
-9.22%
-$139.45 
AI C3.ai Inc.
-8.92%
-$1.08 
TE T1 Energy Inc.
-8.7%
-$255 
PANW Palo Alto Networks, Inc.
-7.78%
-$230.52 
NET Cloudflare Inc.
-7.7%
-$1,291.61 
IONQ IonQ, Inc.
-7.5%
-$38.62 
CRWD CrowdStrike Holdings, Inc.
-7.34%
-$1,795.5 
PLTR Palantir Technologies Inc.
-7.23%
-$2,349 
ANGX Angel Studios, Inc.
-6.93%
-$224.91 
QBTS D-Wave Quantum Inc.
-6.75%
-$865 
BB BlackBerry Ltd.
-6.49%
-$508.5 
FWRD Forward Air Corporation
-6.25%
-$99 
HPE Hewlett Packard Enterprise Company
-6.06%
-$369.72 
LUMN Lumen Technologies Inc.
-6.06%
-$436.31 
IOVA Iovance Biotherapeutics, Inc.
-5.81%
-$41.9 
QUBT Quantum Computing Inc.
-5.78%
-$79 
CMPS Compass Pathways plc Depositary Receipt
-5.68%
-$66 
AMC AMC Entertainment Holdings, Inc.
-5.46%
-$165 
AEHL Antelope Enterprise Holdings Ltd.
-5.43%
-$3.28 
DJT Trump Media & Technology Group Corp.
-5.13%
-$21.66 
ACHR Archer Aviation Inc.
-5.09%
-$921.36 
ICHR Ichor Holdings Ltd.
-5.08%
-$177.75 
TEAM Atlassian Corporation Class A
-4.95%
-$3,225 
NOW ServiceNow, Inc.
-4.92%
-$109.72 
SNDK SanDisk Corporation
-4.86%
-$1,831.41 
ARM Arm Holdings plc American Depositary Receipt
-4.83%
-$591.25 
IMNM Immunome Inc.
-4.77%
-$75.53 
RGTI Rigetti Computing Inc
-4.75%
-$6 
AMD Advanced Micro Devices, Inc.
-4.65%
-$4,785.45 
WDC Western Digital Corporation
-4.63%
-$1,500.81 
INTC Intel Corporation
-4.56%
-$18,909.45 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.49%
-$398.56 
ZM Zoom Video Communications, Inc.
-4.48%
-$85,523.13 
SMR NuScale Power Corporation
-4.47%
-$330 
SHOP Shopify Inc.
-4.41%
-$15,700 
THNQ Robo Global Artificial Intelligence ETF
-4.19%
-$2,316 
ANET Arista Networks, Inc.
-4.12%
-$290.51 
BAI iShares A.I. Innovation and Tech Active ETF
-4.04%
-$227.5 
ORCL Oracle Corporation
-3.97%
-$2,354.94 
MU Micron Technology, Inc.
-3.95%
-$4,820.8 
FSK FS KKR Capital Corp.
-3.63%
-$0.39 
SNPS Synopsys, Inc.
-3.57%
-$50.1 
UAL United Airlines Holdings, Inc.
-3.53%
-$561.27 
GLW Corning Incorporated
-3.5%
-$1,452 
XBI SPDR S&P Biotech ETF
-3.48%
-$52.2 
AVGO Broadcom Inc.
-3.47%
-$6,314.87 
CHRW C.H. Robinson Worldwide, Inc.
-3.47%
-$249.5 
FDN First Trust Dow Jones Internet Index Fund
-3.46%
-$6,593.84 
IBKR Interactive Brokers Group Inc.
-3.45%
-$240.16 
KLAR Klarna Group Plc
-3.44%
-$93 
PCVX Vaxcyte, Inc.
-3.43%
-$84.99 
META Meta Platforms Inc Class A
-3.43%
-$25,189.49 
LITE Lumentum Holdings Inc.
-3.41%
-$148.25 
LRCX Lam Research Corporation
-3.32%
-$3,002.46 
DELL Dell Technologies Inc.
-3.29%
-$1,135.15 
UEC Uranium Energy Corp.
-3.18%
-$117 
AMAT Applied Materials, Inc.
-3.03%
-$19,035.25 
ACHC Acadia Healthcare Company, Inc.
-3%
-$46.61 
TLRY Tilray Brands, Inc.
-2.96%
-$19.86 
KLAC KLA Corporation
-2.88%
-$1,222.29 
HOG Harley-Davidson Inc.
-2.83%
-$329.94 
QTUM Defiance Quantum ETF
-2.8%
-$79.6 
NFLX Netflix, Inc.
-2.77%
-$215.6 
SOXX iShares Semiconductor ETF
-2.76%
-$2,898.84 
BWAY Brainsway Ltd. ADR
-2.71%
-$192 
CRM Salesforce Inc
-2.71%
-$2,571.8 
EWY iShares MSCI South Korea ETF
-2.66%
-$610.05 
TSLA Tesla, Inc.
-2.61%
-$9,024.91 
HPQ HP Inc.
-2.54%
-$186.04 
ADSK Autodesk, Inc.
-2.54%
-$49.88 
ADBE Adobe Inc.
-2.53%
-$30,478.87 
EBAY eBay Inc.
-2.53%
-$283.01 
FTRE Fortrea Holdings Inc.
-2.53%
-$49.45 
DAL Delta Air Lines, Inc.
-2.52%
-$122.14 
IBB iShares Biotechnology ETF
-2.51%
-$790.4 
NOK Nokia Corporation Sponsored ADR
-2.46%
-$0.47 
CAR Avis Budget Group, Inc.
-2.45%
-$672.5 
IWP iShares Russell Mid-Cap Growth ETF
-2.42%
-$4,030.48 
MSFT Microsoft Corp.
-2.38%
-$74,253.64 
AAL American Airlines Group Inc.
-2.32%
-$43.6 
SSYS Stratasys Ltd.
-2.32%
-$16.5 
JOBY Joby Aviation, Inc.
-2.29%
-$98.45 
SCHW Charles Schwab Corporation
-2.28%
-$25.8 
TMFM Motley Fool Mid-Cap Growth Fund
-2.27%
-$91.87 
INTU Intuit Inc.
-2.24%
-$59.2 
PTON Peloton Interactive, Inc.
-2.16%
-$11.5 
NLR VanEck Uranium and Nuclear ETF
-2.16%
-$212.16 
TTWO Take-Two Interactive Software, Inc.
-2.1%
-$17.58 
GOOGL Alphabet Inc
-2.09%
-$10,197.45 
TXRH Texas Roadhouse Inc.
-2.08%
-$231.4 
CRL Charles River Laboratories International, Inc.
-2.08%
-$228.96 
WAT Waters Corporation
-2.07%
-$27.54 
QQQM Invesco NASDAQ 100 ETF
-2.06%
-$191.6 
CSCO Cisco Systems, Inc.
-2.06%
-$10,592.62 
QQQ Invesco QQQ Trust, Series 1
-2.05%
-$3,336.48 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$1,222.06 
JLL Jones Lang LaSalle Inc.
-1.99%
-$17,002.59 
CYRX Cryoport Inc.
-1.96%
-$1,172.5 
GOOG Alphabet Inc
-1.95%
-$29,456.9 
CDNS Cadence Design Systems, Inc.
-1.94%
-$50.4 
EW Edwards Lifesciences Corporation
-1.94%
-$13.64 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$488.93 
ISCG iShares Morningstar Small-Cap Growth ETF
-1.92%
-$9,796.41 
Q Qnity Electronics Inc.
-1.92%
-$282.29 
HCA HCA Healthcare Inc.
-1.9%
-$676.4 
AMZN Amazon.com Inc
-1.89%
-$6,707.77 
CMG Chipotle Mexican Grill, Inc.
-1.83%
-$56 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$13.44 
LYV Live Nation Entertainment, Inc.
-1.81%
-$24.96 
ETN Eaton Corporation plc
-1.8%
-$1,331.24 
SF Stifel Financial Corp.
-1.79%
-$127.92 
TRMB Trimble Inc.
-1.79%
-$20.71 
VUG Vanguard Growth ETF
-1.78%
-$1,614.4 
PII Polaris Inc.
-1.78%
-$64.6 
IQV IQVIA Holdings Inc.
-1.77%
-$19.2 
LPLA LPL Financial Holdings Inc.
-1.76%
-$23.04 
ATI ATI Inc.
-1.75%
-$12,685.72 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.75%
-$6,466.95 
DGX Quest Diagnostics Inc.
-1.75%
-$167.6 
NANC Unusual Subversive Dticker NANC ETF
-1.75%
-$12.73 
ALB Albemarle Corporation
-1.74%
-$4,245.93 
GNRC Generac Holdings Inc.
-1.74%
-$172.5 
HL Hecla Mining Company
-1.74%
-$9.18 
NIO Nio Inc.
-1.71%
-$7.5 
EMN Eastman Chemical Company
-1.71%
-$5,907.8 
CNC Centene Corporation
-1.7%
-$364.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$2,877.18 
DXCM DexCom, Inc.
-1.67%
-$13.14 
LULU lululemon athletica inc.
-1.67%
-$570.9 
VEEV Veeva Systems Inc.
-1.65%
-$284.35 
LW Lamb Weston Holdings, Inc.
-1.65%
-$278.35 
BAX Baxter International Inc.
-1.63%
-$443.94 
DE Deere & Company
-1.61%
-$123,297.42 
DOX Amdocs Limited
-1.6%
-$239.59 
ITT Itt Inc.
-1.57%
-$113.76 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.55%
-$1,320.9 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.54%
-$1,805.57 
LH Labcorp Holdings Inc.
-1.53%
-$1,025.88 
AVEM Avantis Emerging Markets Equity ETF
-1.53%
-$123.27 
WU Western Union Co.
-1.52%
-$11.97 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.49%
-$840.64 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.49%
-$748.83 
IEMG iShares Core MSCI Emerging Markets ETF
-1.48%
-$2,468.23 
BDX Becton, Dickinson and Company
-1.48%
-$4,773.32 
UHS Universal Health Services, Inc.
-1.45%
-$693.6 
OWL Blue Owl Capital Inc.
-1.45%
-$19.5 
SCHA Schwab U.S. Small-Cap ETF
-1.43%
-$747.72 
STM STMicroelectronics N.V.
-1.43%
-$111.72 
APH Amphenol Corporation
-1.42%
-$1,939.52 
NVT nVent Electric plc
-1.4%
-$723.93 
EXPD Expeditors International of Washington, Inc.
-1.4%
-$870.14 
PROP Prairie Operating Co. Common Stock
-1.39%
-$0.5 
QCOM QUALCOMM Incorporated
-1.38%
-$7,252.05 
UNH UnitedHealth Group Incorporated
-1.37%
-$2,699.97 
DSI iShares MSCI KLD 400 Social ETF
-1.36%
-$3,530 
STE STERIS plc
-1.32%
-$11.84 
VB Vanguard Small-Cap ETF
-1.31%
-$831.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.29%
-$2,154.5 
EXPE Expedia Group, Inc.
-1.29%
-$26.29 
IBM International Business Machines Corporation
-1.29%
-$273.91 
AKRE Akre Focus ETF
-1.27%
-$140,400.17 
SAN Banco Santander S.A. Sponsored ADR
-1.26%
-$237.49 
TGT Target Corporation
-1.26%
-$23,805.48 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.25%
-$1,162.65 
ECF Ellsworth Growth and Income Fund Ltd.
-1.23%
-$158.92 
ADX Adams Diversified Equity Fund, Inc.
-1.22%
-$115.61 
WYNN Wynn Resorts, Limited
-1.21%
-$61.64 
VWO Vanguard FTSE Emerging Markets ETF
-1.21%
-$3,011.11 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$452.52 
DECK Deckers Outdoor Corporation
-1.17%
-$173.72 
GFF Griffon Corporation
-1.16%
-$164.16 
GIL Gildan Activewear Inc.
-1.14%
-$1,798.08 
ODFL Old Dominion Freight Line, Inc.
-1.13%
-$8.52 
SCHM Schwab U.S. Mid-Cap ETF
-1.11%
-$366.13 
CEG Constellation Energy Corporation
-1.1%
-$12.14 
SHW The Sherwin-Williams Company
-1.1%
-$14.88 
IWR iShares Russell Mid-Cap ETF
-1.1%
-$538.45 
ASTL Algoma Steel Group Inc.
-1.1%
-$2.29 
KD Kyndryl Holdings Inc.
-1.06%
-$3.65 
GS The Goldman Sachs Group, Inc.
-1.06%
-$5,159.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.06%
-$799.22 
EMR Emerson Electric Co.
-1.05%
-$841.32 
SUSA iShares MSCI USA ESG Select ETF
-1.05%
-$628.72 
TDF Templeton Dragon Fund, Inc.
-1.05%
-$61.9 
SCHB Schwab U.S. Broad Market ETF
-1.05%
-$449.19 
FPI Farmland Partners Inc.
-1.04%
-$14.63 
TRU TransUnion
-1.04%
-$103.95 
SCHX Schwab U.S. Large-Cap ETF
-1.02%
-$13.33 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.01%
-$107.52 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$1,604.74 
NWSA News Corporation
-0.99%
-$18.6 
VOO Vanguard S&P 500 ETF
-0.99%
-$295.68 
IJH iShares Core S&P Mid-Cap ETF
-0.97%
-$10,961.67 
EVTC Evertec, Inc.
-0.97%
-$59.78 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.97%
-$692.56 
BHF Brighthouse Financial Inc.
-0.96%
-$1.41 
EME EMCOR Group, Inc.
-0.96%
-$232.75 
RCL Royal Caribbean Group
-0.96%
-$8.04 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.94%
-$5.03 
CSL Carlisle Companies Inc.
-0.94%
-$9.42 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.94%
-$121.55 
MDT Medtronic plc
-0.93%
-$218.59 
TROW T. Rowe Price Group, Inc.
-0.93%
-$9,761.9 
IVV iShares Core S&P 500 ETF
-0.93%
-$3,601.83 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$2,007.18 
INMD InMode Ltd.
-0.91%
-$319.41 
PHR Phreesia Inc.
-0.91%
-$2.5 
OSK Oshkosh Corporation
-0.87%
-$463.5 
BR Broadridge Financial Solutions, Inc.
-0.87%
-$12.16 
ARCC Ares Capital Corporation
-0.87%
-$8.41 
EDGU 3EDGE Dynamic U.S. Equity ETF
-0.87%
-$507.29 
IRM Iron Mountain Inc.
-0.85%
-$73.53 
SPHQ Invesco S&P 500 Quality ETF
-0.85%
-$12,674.16 
MAIN Main Street Capital Corporation
-0.84%
-$22.75 
DVA DaVita Inc.
-0.82%
-$1,083.45 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.82%
-$673.32 
NVO Novo Nordisk A/S Sponsored ADR
-0.79%
-$108.81 
IWN iShares Russell 2000 Value ETF
-0.79%
-$1,258.28 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.77%
-$98 
JCI Johnson Controls International plc
-0.77%
-$169.5 
XRT SPDR S&P Retail ETF
-0.76%
-$10.72 
OMC Omnicom Group Inc.
-0.76%
-$2,741.67 
SYY Sysco Corporation
-0.76%
-$174.37 
MMM 3M Company
-0.75%
-$6,020.2 
PRU Prudential Financial, Inc.
-0.75%
-$113.1 
NVDA NVIDIA Corporation
-0.74%
-$24,446.24 
IMCB iShares Morningstar Mid-Cap ETF
-0.73%
-$347.9 
SPXC Spx Technologies Inc.
-0.72%
-$84.7 
YUM Yum! Brands, Inc.
-0.72%
-$324.82 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.71%
-$187.96 
SWK Stanley Black & Decker Inc.
-0.71%
-$60.06 
MOAT VanEck Morningstar Wide Moat Fund
-0.71%
-$3.14 
DHR Danaher Corporation
-0.68%
-$333.38 
VO Vanguard Mid-Cap ETF
-0.67%
-$800.06 
FDX FedEx Corporation
-0.67%
-$1,233.22 
EQTY Kovitz Core Equity ETF
-0.62%
-$470.45 
EDGI 3EDGE Dynamic International Equity ETF
-0.62%
-$830.96 
DTF DTF Tax-Free Income 2028 Trust
-0.59%
-$1,312.41 
BTU Peabody Energy Corporation
-0.58%
-$122.5 
VFL abrdn National Municipal Income Fund
-0.58%
-$368.16 
REGN Regeneron Pharmaceuticals, Inc.
-0.57%
-$232.56 
FHI Federated Hermes Inc.
-0.57%
-$15.04 
DSL DoubleLine Income Solutions Fund
-0.56%
-$12.27 
ENSG The Ensign Group, Inc.
-0.56%
-$117 
GILD Gilead Sciences Inc.
-0.56%
-$387.62 
DD DuPont de Nemours, Inc.
-0.56%
-$165.71 
ALC Alcon Inc.
-0.55%
-$60.95 
ERTH Invesco MSCI Sustainable Future ETF
-0.54%
-$22.13 
FCX Freeport-McMoRan Inc.
-0.54%
-$428.64 
SLV iShares Silver Trust
-0.54%
-$304.92 
UPS United Parcel Service, Inc.
-0.54%
-$1,090.95 
PSLV Sprott Physical Silver Trust
-0.54%
-$86,543.8 
VLTO Veralto Corporation
-0.54%
-$0.54 
SIRI Sirius XM Holdings Inc.
-0.53%
-$7.83 
MS Morgan Stanley
-0.53%
-$62.08 
NBIX Neurocrine Biosciences Inc.
-0.53%
-$22.63 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$116.28 
WSM Williams-Sonoma, Inc.
-0.53%
-$1,336.65 
CWI SPDR MSCI ACWI ex-US ETF
-0.53%
-$532.35 
IWS iShares Russell Mid-Cap Value ETF
-0.53%
-$597.62 
VEU Vanguard FTSE All-World ex-US ETF
-0.52%
-$1,971.55 
RDVY First Trust Rising Dividend Achievers ETF
-0.51%
-$1,257.06 
PLD Prologis Inc.
-0.5%
-$435.84 
AMP Ameriprise Financial, Inc.
-0.49%
-$5,415.28 
CAH Cardinal Health Inc.
-0.49%
-$252.74 
BIIB Biogen Inc.
-0.48%
-$1,218.99 
HFRO Highland Opportunities and Income Fund
-0.48%
-$110.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.48%
-$2,136.4 
IXUS iShares Core International Stock ETF
-0.46%
-$19.78 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.46%
-$119.94 
UNP Union Pacific Corporation
-0.45%
-$308.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.44%
-$181.65 
BXP Boston Properties, Inc.
-0.44%
-$3.9 
VIRT Virtu Financial, Inc.
-0.43%
-$22.25 
EPI WisdomTree India Earnings Fund
-0.43%
-$5.4 
UBS UBS Group AG
-0.42%
-$11.2 
CFG Citizens Financial Group, Inc.
-0.41%
-$9.36 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
-0.41%
-$223.54 
HRB H&R Block Inc.
-0.4%
-$41.15 
CSX CSX Corporation
-0.4%
-$672.75 
BAC Bank of America Corporation
-0.4%
-$456.12 
LOPE Grand Canyon Education Inc.
-0.39%
-$27.09 
CLX The Clorox Company
-0.39%
-$59.63 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.38%
-$1,010.87 
SPHY SPDR Portfolio High Yield Bond ETF
-0.38%
-$62.73 
NDAQ Nasdaq, Inc.
-0.37%
-$78.05 
GEHC GE HealthCare Technologies Inc.
-0.37%
-$5,235.88 
GLD SPDR Gold Shares
-0.37%
-$210.75 
JNK SPDR Bloomberg High Yield Bond ETF
-0.36%
-$145.39 
VFC V.F. Corporation
-0.35%
-$2.52 
FLWS 1-800-Flowers.com Inc.
-0.35%
-$1.1 
IAU iShares Gold Trust
-0.35%
-$226.05 
CVS CVS Health Corporation
-0.34%
-$1,364.93 
ABT Abbott Laboratories
-0.33%
-$1,239.7 
PRIM Primoris Services Corporation
-0.33%
-$32.09 
CR Crane NXT Co.
-0.33%
-$250.92 
IYH iShares U.S. Healthcare ETF
-0.33%
-$215.84 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$128.31 
UDR UDR Inc.
-0.32%
-$2.42 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.31%
-$281.04 
GIS General Mills, Inc.
-0.29%
-$124.55 
ISCV iShares Morningstar Small-Cap Value ETF
-0.29%
-$388.3 
PSCC Invesco S&P SmallCap Consumer Discretionary ETF
-0.28%
-$70 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.28%
-$57.26 
DC Dakota Gold Corp
-0.27%
-$15 
PHYS Sprott Physical Gold Trust
-0.27%
-$62,132.03 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.27%
-$26.84 
TDY Teledyne Technologies Incorporated
-0.27%
-$4.92 
PAVE Global X U.S. Infrastructure Development ETF
-0.26%
-$3.36 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.26%
-$3 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.26%
-$8.71 
WOOD iShares Global Timber & Forestry ETF
-0.26%
-$17.68 
BA Boeing Company
-0.25%
-$341.69 
MA Mastercard Incorporated
-0.25%
-$286.11 
SCHF Schwab International Equity ETF
-0.24%
-$1,613.49 
CTVA Corteva Inc.
-0.23%
-$13.29 
SOLS Sollensys Corp
-0.23%
-$7.83 
COR Cencora, Inc.
-0.22%
-$6.84 
JQC Nuveen Credit Strategies Income Fund
-0.22%
-$9.33 
CTAS Cintas Corporation
-0.22%
-$67.62 
DHI D.R. Horton, Inc.
-0.21%
-$20.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$3.09 
EZU iShares MSCI Eurozone ETF
-0.21%
-$1.82 
SRLN SPDR Blackstone Senior Loan ETF
-0.21%
-$2.98 
WELL Welltower Inc.
-0.2%
-$3.76 
KORP American Century Diversified Corporate Bond ETF
-0.19%
-$35.78 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.19%
-$17.5 
DOC Healthpeak Properties, Inc.
-0.18%
-$4.72 
SMBS Schwab Mortgage-Backed Securities ETF
-0.18%
-$1.26 
ADI Analog Devices, Inc.
-0.18%
-$25.55 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.18%
-$37.55 
SNY Sanofi American Depositary Receipt
-0.17%
-$0.14 
PPG PPG Industries Inc.
-0.17%
-$12.06 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.16%
-$1.12 
BSX Boston Scientific Corporation
-0.16%
-$0.98 
AXP American Express Company
-0.14%
-$1,123.85 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.14%
-$143.14 
MJ Amplify Alternative Harvest ETF
-0.13%
-$2.91 
FIW First Trust Water ETF
-0.12%
-$79.04 
RSG Republic Services, Inc.
-0.12%
-$0.81 
IDOG Alps International Sector Dividend Dogs ETF
-0.12%
-$48.4 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$140.98 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$92.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.09%
-$85.22 
MUB iShares National Muni Bond ETF
-0.09%
-$57.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$51.75 
NXP Nuveen Select Tax-Free Income Portfolio
-0.08%
-$4.92 
TSCO Tractor Supply Company
-0.07%
-$0.4 
PFG Principal Financial Group, Inc.
-0.07%
-$769.84 
PYPL PayPal Holdings Inc
-0.07%
-$17.18 
SBUX Starbucks Corporation
-0.07%
-$51.93 
FPE First Trust Preferred Securities and Income ETF
-0.07%
-$6 
IRT Independence Realty Trust Inc.
-0.07%
-$51.05 
CCC CCC Intelligent Solutions Holdings Inc.
-0.07%
-$10 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.06%
-$15.52 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$9.09 
EVSD Eaton Vance Short Duration Income Fund
-0.05%
-$1.4 
SCHV Schwab U.S. Large-Cap Value ETF
-0.04%
-$253.28 
FTCB First Trust Core Investment Grade ETF
-0.03%
-$5.25 
CAT Caterpillar Inc.
-0.03%
-$222.5 
CALM Cal-Maine Foods Inc.
-0.02%
-$0.18 
IMCV iShares Morningstar Mid-Cap ETF
-0.01%
-$8.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2951 | Longs Won 1855/2951 62% | Profit Factor 8.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,238.13 |
| Average Win $54,952.13 | Best Trade (Oct 16) $10.12M | Sharpe Ratio -9.85 |
| Average Loss -$10,385 | Worst Trade (Oct 15) -$954,228.75 | Z-Score 7.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $30,685.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 395 | $21,048.87 | $16,655.17 | - | -$4,393.7 | -20.87% | +4.317% |
| AAL American Airlines Group Inc. | 153 | $2,345 | $1,835.23 | - | -$509.77 | -21.74% | -2.321% |
| AAP Advance Auto Parts Inc. | 348 | $13,721.3 | $15,492.96 | - | $1,771.66 | 12.91% | +1.366% |
| AAPL Apple Inc. | 12,664 | $2.33M | $4.35M | - | $2.01M | 86.33% | +0.37% |
| ABBV AbbVie Inc. | 6,960 | $983,928.25 | $1.99M | - | $1M | 101.87% | +0.699% |
| ABT Abbott Laboratories | 3,542 | $482,937.34 | $369,536.86 | - | -$113,400.48 | -23.48% | -0.334% |
| ACGL Arch Capital Group Ltd | 40 | $3,837.61 | $4,014.4 | - | $176.79 | 4.61% | +1.057% |
| ACHC Acadia Healthcare Company, Inc. | 50 | $709 | $1,505.39 | - | $796.39 | 112.33% | -3.003% |
| ACHR Archer Aviation Inc. | 4,242 | $31,901.17 | $17,191.98 | - | -$14,709.19 | -46.11% | -5.087% |
| ACN Accenture plc Class A | 5 | $1,343.06 | $1,126.5 | - | -$216.56 | -16.12% | +0.169% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 194 | $23,138.15 | $24,669.04 | - | $1,530.89 | 6.62% | -0.063% |
| ADBE Adobe Inc. | 4,781 | $1.06M | $1.17M | - | $112,733.21 | 10.63% | -2.533% |
| ADI Analog Devices, Inc. | 35 | $13,121.4 | $14,112.7 | - | $991.3 | 7.55% | -0.181% |
| ADM Archer-Daniels-Midland Co | 321 | $18,569.92 | $26,708.8 | - | $8,138.88 | 43.83% | +0.332% |
| ADP Automatic Data Processing Inc. | 4 | $1,031.86 | $1,145.32 | - | $113.46 | 11% | +0.238% |
| ADSK Autodesk, Inc. | 8 | $2,368 | $1,911.4 | - | -$456.6 | -19.28% | -2.543% |
| ADX Adams Diversified Equity Fund, Inc. | 367 | $9,377 | $9,349.32 | - | -$27.68 | -0.3% | -1.221% |
| AEE Ameren Corporation | 111 | $11,084 | $11,731.59 | - | $647.59 | 5.84% | +1.86% |
| AEHL Antelope Enterprise Holdings Ltd. | 5.29 | $86 | $57.15 | - | -$28.85 | -33.55% | -5.429% |
| AEP American Electric Power Company, Inc. | 11 | $1,270.82 | $1,392.38 | - | $121.56 | 9.57% | +1.842% |
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FAQ
Which stocks have generated the highest profits for Basepoint Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: Sprott Physical Silver Trust - $12.32M, Sprott Physical Gold Trust - $8.06M, Adams Natural Resources Fund Inc - $4.75M, Tapestry Inc - $2.48M, and Williams-Sonoma, Inc - $1.6M. 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: Paramount Global - $1.14M, Hanesbrands Inc - $965,854.39, CVS Health Corporation - $349,721.1, Sealed Air Corporation - $242,821.34, and Shopify Inc - $197,058. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Basepoint Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.91M earned over time. The largest contributors to dividend income include Adams Natural Resources Fund Inc - $2.19M, PepsiCo, Inc - $380,099.28, Ingredion Inc - $331,761.41, Deere & Company - $327,938.67, and Verizon Communications Inc - $298,086. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Basepoint Wealth LLC's monthly returns?
Basepoint Wealth 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 Basepoint Wealth LLC's strategy be considered aggressive or moderate?
Basepoint Wealth 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 Basepoint Wealth LLC's strategy?
Basepoint Wealth 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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