FDW
Fourth Dimension Wealth LLC Portfolio
Invests via Fourth Dimension Wealth LLC | Managed by Thomas Cirincione, Doug Magers
Invests via Fourth Dimension Wealth LLC
Managed by Thomas Cirincione, Doug Magers
Automatically Tracked
Company Profile
A boutique wealth management and advisory firm serving high-net-worth individuals and small institutions with integrated financial planning, investment management and retirement strategies. Fourth Dimension Wealth LLC emphasizes personalized asset allocation, tax-aware portfolio construction and fiduciary advice, often using separate accounts and multi-asset solutions. Relevant to allocators and RIAs evaluating managers, the firm positions itself as a nimble, client-centric alternative to larger wirehouse platforms.
A boutique wealth management and advisory firm serving high-net-worth individuals and small institutions with integrated financial planning, investment management and retirement strategies. Fourth Dimension Wealth LLC emphasizes personalized asset allocation, tax-aware portfolio construction and fiduciary advice, often using separate accounts and multi-asset solutions. Relevant to allocators and RIAs evaluating managers, the firm positions itself as a nimble, client-centric alternative to larger wirehouse platforms.
Investment Philosophy & Strategy
A fiduciary, client-first investment philosophy emphasizing personalized, tax-aware asset allocation and separate-account solutions across equities, fixed income and alternatives. Capital is deployed with a multi-asset, risk-budgeted framework that blends strategic core exposures with tactical tilts and opportunistic cash for market dislocations. Portfolios prioritize high-quality issuers, income generation and downside protection for high-net-worth and small institutional clients, while manager selection and concentration are used selectively to capture idiosyncratic value. Execution favors low-friction, transparent fee arrangements, active tax management and nimble rebalancing to preserve capital, enhance after-tax returns and align outcomes with comprehensive financial plans.
A fiduciary, client-first investment philosophy emphasizing personalized, tax-aware asset allocation and separate-account solutions across equities, fixed income and alternatives. Capital is deployed with a multi-asset, risk-budgeted framework that blends strategic core exposures with tactical tilts and opportunistic cash for market dislocations. Portfolios prioritize high-quality issuers, income generation and downside protection for high-net-worth and small institutional clients, while manager selection and concentration are used selectively to capture idiosyncratic value. Execution favors low-friction, transparent fee arrangements, active tax management and nimble rebalancing to preserve capital, enhance after-tax returns and align outcomes with comprehensive financial plans.
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:
29.96%
Gain -0.71%
Monthly
1.32%
Yearly
17.01%
Drawdown
16.81%
$317.26M
Equity
Holdings
$317.26M
Investment
$268.59M
$56.4M
Profit -$1.82M
Realized
$7.72M
Unrealized
$48.67M
Dividends
$7.16M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$1.82M
Win %
64%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.25M
Win %
64%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.82M
Win %
64%
This Year
Compared to last year
Gain
0.47%
Profit
$1.5M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$980,293.33 
DLB Dolby Laboratories Inc.
+13.58%
+$316.35 
NWL Newell Brands Inc.
+8.95%
+$72.22 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$5,382.65 
TLRY Tilray Brands, Inc.
+8.1%
+$2.72 
ETN Eaton Corporation plc
+7.32%
+$47,589.11 
GOOG Alphabet Inc
+6.88%
+$66,613 
GOOGL Alphabet Inc
+6.73%
+$121,427.88 
WY Weyerhaeuser Company
+6.51%
+$1,022.04 
NVT nVent Electric plc
+6.24%
+$31,325.07 
VRT Vertiv Holdings Co
+6.18%
+$492.45 
OBE Obsidian Energy Ltd.
+5.62%
+$813.96 
BLNK Blink Charging Co.
+5.51%
+$5.67 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$1,186 
SOLS Sollensys Corp
+4.84%
+$139 
APO Apollo Global Management, Inc.
+4.44%
+$293.7 
LPLA LPL Financial Holdings Inc.
+4.28%
+$682.91 
ACLS Axcelis Technologies, Inc.
+4.13%
+$475.64 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$720.3 
FERG Ferguson Enterprises Inc
+3.52%
+$71.73 
TWLO Twilio Inc.
+3.36%
+$1,012.78 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$141,491.55 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$267.19 
META Meta Platforms Inc Class A
+3.28%
+$50,352.61 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$292.99 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22,627.68 
MSFT Microsoft Corp.
+3.02%
+$103,007.98 
LITE Lumentum Holdings Inc.
+2.99%
+$2,194.2 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$886.5 
NVDA NVIDIA Corporation
+2.93%
+$283,741.67 
CRNC Cerence Inc.
+2.77%
+$27.37 
GNRC Generac Holdings Inc.
+2.71%
+$520 
CTSH Cognizant Technology Solutions Corporation
+2.7%
+$20.37 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$109.25 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$4,316.68 
SMCI Super Micro Computer Inc
+2.42%
+$67 
PSN Parsons Corporation
+2.41%
+$1,098.24 
ESTC Elastic N.V.
+2.4%
+$292.6 
AR Antero Resources Corporation
+2.38%
+$63 
CVX Chevron Corporation
+2.35%
+$1,143.56 
MRVL Marvell Technology, Inc.
+2.32%
+$11,110.08 
TPG TPG Inc.
+2.25%
+$7,855.68 
GLW Corning Incorporated
+2.24%
+$15,362.1 
WDC Western Digital Corporation
+2.21%
+$6,572.6 
DVN Devon Energy Corporation
+2.17%
+$24.96 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$71.52 
CDNS Cadence Design Systems, Inc.
+2.16%
+$1,843.19 
QLYS Qualys, Inc.
+2.15%
+$121.6 
CSCO Cisco Systems, Inc.
+2.14%
+$1,338.93 
SKYY First Trust Cloud Computing ETF
+2.12%
+$297 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$149.46 
KEYS Keysight Technologies, Inc.
+2.04%
+$479.25 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$181 
OXY Occidental Petroleum Corporation
+2%
+$61.6 
LYFT Lyft Inc.
+1.99%
+$62 
TFSL TFS Financial Corp.
+1.99%
+$285.12 
TDOC Teladoc Health Inc.
+1.98%
+$5.98 
OKE ONEOK, Inc.
+1.95%
+$1,449.42 
CHDN Churchill Downs Incorporated
+1.95%
+$86.94 
JCI Johnson Controls International plc
+1.93%
+$639.4 
LHX L3Harris Technologies, Inc.
+1.9%
+$46.44 
ZS Zscaler Inc.
+1.89%
+$1,840.55 
PANW Palo Alto Networks, Inc.
+1.89%
+$9,286.5 
GLNG Golar LNG Ltd.
+1.89%
+$7,955.22 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$745.5 
ARI Apollo Commercial Real Estate Finance Inc.
+1.85%
+$168 
CRM Salesforce Inc
+1.83%
+$1,244.56 
ORCL Oracle Corporation
+1.81%
+$3,781.47 
VTR Ventas Inc.
+1.73%
+$108.12 
KMI Kinder Morgan, Inc.
+1.64%
+$234 
SHEL Shell plc
+1.62%
+$1,002.54 
HPE Hewlett Packard Enterprise Company
+1.61%
+$152 
ACN Accenture plc Class A
+1.61%
+$483.92 
FANG Diamondback Energy Inc
+1.59%
+$73.14 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$814.35 
BSX Boston Scientific Corporation
+1.59%
+$292 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$60,015.64 
BUG Global X Cybersecurity ETF
+1.52%
+$2.28 
VZ Verizon Communications Inc.
+1.52%
+$2,250.5 
LMT Lockheed Martin Corporation
+1.5%
+$2,114.35 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$168 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.45%
+$4.59 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$2,297.23 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$25,465.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$451.2 
NOC Northrop Grumman Corporation
+1.43%
+$183.12 
PWR Quanta Services Inc.
+1.43%
+$46.9 
GE General Electric Company
+1.42%
+$3,007.94 
SLB Schlumberger Limited
+1.39%
+$108.12 
SITM SiTime Corporation
+1.39%
+$476.45 
KLAC KLA Corporation
+1.38%
+$1,867.51 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$10,639.77 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$499.11 
CIEN Ciena Corporation
+1.34%
+$64.74 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$90.24 
RRX Regal Rexnord Corporation
+1.3%
+$39.6 
AKAM Akamai Technologies Inc.
+1.26%
+$42.9 
WWD Woodward Inc.
+1.25%
+$102.81 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$123 
CMCSA Comcast Corp
+1.23%
+$114.55 
COP ConocoPhillips
+1.22%
+$5,148.95 
AI C3.ai Inc.
+1.21%
+$28.49 
FELE Franklin Electric Co., Inc.
+1.21%
+$161.25 
HONA Honeywell Aerospace Inc.
+1.18%
+$508.2 
AMAT Applied Materials, Inc.
+1.18%
+$1,829.01 
MSI Motorola Solutions, Inc.
+1.14%
+$359.89 
SANM Sanmina Corporation
+1.13%
+$388.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,185.16 
BG Bunge Global S.A.
+1.1%
+$25.52 
VUG Vanguard Growth ETF
+1.1%
+$66,308.07 
EQT EQT Corporation
+1.09%
+$22.43 
MCN XAI Madison Equity Premium Income Fund
+1.07%
+$24 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$128 
TKR Timken Co.
+1.06%
+$168.48 
VG Venture Global Inc.
+1.06%
+$28 
NOW ServiceNow, Inc.
+1.05%
+$4,377.84 
NBIS Nebius Group N.V.
+1.05%
+$891 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$110.41 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$549.9 
FCFS FirstCash Holdings, Inc.
+1.02%
+$207 
ADBE Adobe Inc.
+1.01%
+$376.5 
XLE Energy Select Sector SPDR Fund
+1%
+$18,481.16 
QUBT Quantum Computing Inc.
+1%
+$8 
DOCU DocuSign Inc.
+0.99%
+$42.12 
URI United Rentals, Inc.
+0.99%
+$552.76 
TDY Teledyne Technologies Incorporated
+0.98%
+$274.77 
ADP Automatic Data Processing Inc.
+0.98%
+$233.1 
ALRM Alarm.com Holdings Inc.
+0.98%
+$49.82 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$57.68 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$208.8 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$1.09 
TTE TotalEnergies SE
+0.95%
+$166 
OEF iShares S&P 100 ETF
+0.95%
+$280.26 
CMBT CMB.TECH NV
+0.94%
+$42.75 
WINN Harbor Long-Term Growers ETF
+0.94%
+$552 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$1.62 
UNP Union Pacific Corporation
+0.92%
+$101.46 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$612.87 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$192 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$75.62 
WMB The Williams Companies, Inc.
+0.89%
+$1,480.5 
SCHW Charles Schwab Corporation
+0.87%
+$311.22 
DLY DoubleLine Yield Opportunities Fund
+0.86%
+$486 
IBM International Business Machines Corporation
+0.86%
+$437.39 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$42.88 
GEV GE Vernova Inc.
+0.85%
+$174.51 
SU Suncor Energy Inc.
+0.82%
+$24.75 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$75 
MCD McDonald's Corporation
+0.82%
+$6,927.83 
ITRI Itron Inc.
+0.82%
+$78.57 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$27,347 
CALM Cal-Maine Foods Inc.
+0.8%
+$350 
EMR Emerson Electric Co.
+0.79%
+$306.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$143.63 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$37,600.2 
KGS Kodiak Gas Services Inc.
+0.77%
+$51.75 
ELF Elf Beauty Inc.
+0.77%
+$6.3 
TSLA Tesla, Inc.
+0.76%
+$2,442.6 
MPC Marathon Petroleum Corporation
+0.76%
+$4,818.27 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$199.36 
FHN First Horizon Corporation
+0.75%
+$30.59 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,234.6 
LPX Louisiana-Pacific Corporation
+0.72%
+$52.52 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,042.08 
VIS Vanguard Industrials ETF
+0.72%
+$1,382.51 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,619.56 
ENS EnerSys
+0.7%
+$115.7 
CAT Caterpillar Inc.
+0.7%
+$3,118.49 
BMY Bristol-Myers Squibb Company
+0.69%
+$145.35 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$28,448.16 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,678.08 
CARR Carrier Global Corporation
+0.68%
+$15.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$46.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$41.3 
PLTR Palantir Technologies Inc.
+0.65%
+$1,180 
CGGR Capital Group Growth ETF
+0.65%
+$182.12 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,027.4 
HYDR Global X Hydrogen ETF
+0.65%
+$24.01 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$281.52 
IWB iShares Russell 1000 ETF
+0.64%
+$263.16 
BEPC Brookfield Renewable Corporation
+0.63%
+$0.21 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$60.84 
SYY Sysco Corporation
+0.63%
+$121.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$113,960.56 
GRC The Gorman-Rupp Company
+0.62%
+$135 
JGRO JPMorgan Active Growth ETF
+0.61%
+$2,296 
RGTI Rigetti Computing Inc
+0.61%
+$99.9 
TER Teradyne, Inc.
+0.6%
+$356.4 
XSW SPDR S&P Software & Services ETF
+0.6%
+$109 
ET Energy Transfer L.P.
+0.59%
+$180 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$72 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$44,183.24 
MO Altria Group, Inc.
+0.57%
+$1,063.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$6,486.81 
QBTS D-Wave Quantum Inc.
+0.56%
+$20 
APH Amphenol Corporation
+0.55%
+$14.96 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$0.65 
MCHI iShares MSCI China ETF
+0.54%
+$49.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$873.91 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$13,512.1 
STX Seagate Technology Holdings plc
+0.52%
+$4,908.36 
NMAX Newsmax Inc.
+0.52%
+$24 
GM General Motors Company
+0.52%
+$223.56 
PSX Phillips 66
+0.51%
+$243 
Q Qnity Electronics Inc.
+0.51%
+$66 
SAMT Strategas Macro Thematic Opportunities ETF
+0.47%
+$1,032.79 
MOH Molina Healthcare Inc.
+0.47%
+$404.8 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$600 
AXON Axon Enterprise, Inc.
+0.47%
+$125.46 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$149.64 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$50,684.9 
NSC Norfolk Southern Corporation
+0.46%
+$145.7 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$231.66 
IYW iShares U.S. Technology ETF
+0.46%
+$755.99 
SNY Sanofi American Depositary Receipt
+0.44%
+$29.83 
IWD iShares Russell 1000 Value ETF
+0.44%
+$101.01 
ENPH Enphase Energy, Inc.
+0.43%
+$224.16 
CSX CSX Corporation
+0.42%
+$203.28 
RKLB Rocket Lab Corporation
+0.42%
+$4.32 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$2,666.58 
PFE Pfizer Inc.
+0.4%
+$354 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$10,679.4 
RTX RTX Corporation
+0.39%
+$729.96 
VLO Valero Energy Corporation
+0.38%
+$1,967.07 
AVGO Broadcom Inc.
+0.37%
+$4,950.72 
PG Procter & Gamble Co
+0.37%
+$806.66 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,534.5 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$5.22 
BAC Bank of America Corporation
+0.36%
+$93.72 
SECT Main Sector Rotation ETF
+0.34%
+$936.48 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$20 
SNA Snap-on Inc.
+0.33%
+$51.68 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$18.08 
MRK Merck & Co., Inc.
+0.32%
+$544.9 
RA Brookfield Real Assets Income Fund Inc.
+0.31%
+$40 
LOAR Loar Holdings Inc.
+0.31%
+$1,226.61 
SMH VanEck Semiconductor ETF
+0.3%
+$176.04 
KD Kyndryl Holdings Inc.
+0.3%
+$0.8 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$246 
VSNT Versant Media Group, Inc.
+0.28%
+$1.5 
DOV Dover Corporation
+0.27%
+$33.6 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$113.16 
SPH Suburban Propane Partners L.P.
+0.27%
+$1.35 
JPM JPMorgan Chase & Co.
+0.27%
+$4,945.34 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$110.96 
FLIN Franklin FTSE India ETF
+0.25%
+$84.33 
BIT BlackRock Multi-Sector Income Trust
+0.25%
+$30 
KBE SPDR S&P Bank ETF
+0.24%
+$69.36 
NRG NRG Energy, Inc.
+0.24%
+$16.96 
CWST Casella Waste Systems Inc.
+0.23%
+$333.06 
SO The Southern Company
+0.21%
+$559.4 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$117.92 
JNJ Johnson & Johnson
+0.21%
+$2,468.74 
ADI Analog Devices, Inc.
+0.2%
+$153.92 
KBWB Invesco KBW Bank ETF
+0.2%
+$19 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$32.89 
CMI Cummins Inc.
+0.19%
+$4.88 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$377.21 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$41.22 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$2.16 
USB U.S. Bancorp
+0.17%
+$16.06 
T AT&T Inc.
+0.17%
+$243.36 
MS Morgan Stanley
+0.17%
+$48.24 
EPOL iShares MSCI Poland ETF
+0.16%
+$77.42 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$3.5 
CB Chubb Limited
+0.15%
+$5.83 
TY Tri-Continental Corporation
+0.14%
+$72.25 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.14%
+$86.88 
DELL Dell Technologies Inc.
+0.14%
+$4.48 
TD The Toronto-Dominion Bank
+0.13%
+$24 
DTE DTE Energy Company
+0.12%
+$8.5 
MMM 3M Company
+0.12%
+$85.26 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$80.5 
AB AllianceBernstein Holding L.P.
+0.11%
+$9.6 
DHT DHT Holdings Inc.
+0.11%
+$30 
FLMX Franklin FTSE Mexico ETF
+0.1%
+$95.63 
ISRG Intuitive Surgical, Inc.
+0.1%
+$7.56 
RITM Rithm Capital Corp.
+0.1%
+$20 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$32.67 
NUE Nucor Corporation
+0.1%
+$78.25 
WM Waste Management, Inc.
+0.1%
+$22 
FSK FS KKR Capital Corp.
+0.1%
+$16.88 
AFL Aflac Inc.
+0.09%
+$48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$51.39 
C Citigroup Inc.
+0.09%
+$68.16 
WMT Walmart Inc.
+0.09%
+$621.31 
ABT Abbott Laboratories
+0.09%
+$44.28 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$0.08 
FLHY Franklin High Yield Corporate Bond Fund
+0.06%
+$399.05 
HNDL NASDAQ 7 Handl Index ETF
+0.06%
+$0.07 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$1.88 
DIS The Walt Disney Company
+0.06%
+$63.85 
AEP American Electric Power Company, Inc.
+0.06%
+$21.98 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$8.43 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$149.35 
HXL Hexcel Corporation
+0.04%
+$5.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$396.84 
BRX Brixmor Property Group Inc.
+0.03%
+$150.25 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$23.16 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$5 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$9.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$1.02 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$9.02 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$0.88 
MYCG SPDR SSGA 2027 Corp Bond ETF
+0.01%
+$97.37 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GMUB Goldman Sachs Municipal Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 
GGZ Gabelli Global Small & Mid Cap Value Trust
0%
$0 MFSI
MFSI
0%
$0 G200
G2004J103
0%
$0 
RBLX Roblox Corporation
-26.85%
-$326.75 
MTZ MasTec, Inc. Common Stock
-18.91%
-$9,201 
CTVA Corteva Inc.
-11.9%
-$2,827.58 
COIN Coinbase Global, Inc.
-10.59%
-$1,212.4 
RIVN Rivian Automotive, Inc.
-9.57%
-$161 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$434.88 
AAPL Apple Inc.
-7.35%
-$1.3M 
SYK Stryker Corporation
-6.42%
-$12,957.2 
CLS Celestica Inc.
-6%
-$28,129.49 
MU Micron Technology, Inc.
-5.9%
-$156,645.24 
OKLO Oklo Inc.
-5.5%
-$113 
IP International Paper Company
-5.38%
-$34.8 
SNDK SanDisk Corporation
-5.09%
-$30,285.45 
DJT Trump Media & Technology Group Corp.
-5.01%
-$13 
U Unity Software Inc.
-4.89%
-$104.32 
TSN Tyson Foods Inc.
-4.43%
-$18,517.96 
WVE Wave Life Sciences Ltd.
-4.34%
-$37.5 
OM Outset Medical Inc.
-3.79%
-$5.58 
DRAM Roundhill Memory ETF
-3.76%
-$985 
HERO Global X Video Games & Esports ETF
-3.45%
-$7.47 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$11,976.41 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$455 
MDXG MiMedx Group, Inc.
-3.28%
-$98 
EPR EPR Properties
-3.03%
-$1,455 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$16.5 
IBIT iShares Bitcoin Trust
-2.89%
-$344.5 
CRWV CoreWeave, Inc.
-2.88%
-$1,633.71 
INSM Insmed Inc.
-2.85%
-$231.2 
INCY Incyte Corporation
-2.82%
-$624.6 
IBKR Interactive Brokers Group Inc.
-2.75%
-$9,927.63 
RKT Rocket Companies, Inc. Class A
-2.71%
-$50.4 
CSL Carlisle Companies Inc.
-2.69%
-$11,633.27 
JANX Janux Therapeutics Inc.
-2.63%
-$246 
QCOM QUALCOMM Incorporated
-2.63%
-$2,689.27 
KYTX Kyverna Therapeutics, Inc.
-2.54%
-$47.5 
CRCL Circle Internet Group, Inc.
-2.54%
-$326 
ABBV AbbVie Inc.
-2.51%
-$16,149.12 
SJM The J.M. Smucker Company
-2.41%
-$1,239 
MGM MGM Resorts International
-2.39%
-$3,215.5 
VAW Vanguard Materials ETF
-2.38%
-$1,102.29 
SATS EchoStar Corporation
-2.37%
-$14.28 
OZEM Roundhill GLP-1 & Weight Loss ETF
-2.35%
-$76.3 
XLB Materials Select Sector SPDR Fund
-2.34%
-$19,055.08 
ARKK ARK Innovation ETF Fund
-2.28%
-$166 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$21.84 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$810.36 
HLI Houlihan Lokey Inc.
-2.22%
-$62.7 
BAX Baxter International Inc.
-2.21%
-$192.93 
BXP Boston Properties, Inc.
-2.16%
-$620 
BA Boeing Company
-2.15%
-$1,547 
NEM Newmont Corporation
-2.14%
-$168.1 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$55.2 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$3.44 
KHC The Kraft Heinz Company
-2.01%
-$136.74 
DKS Dick's Sporting Goods, Inc.
-2%
-$8,404 
NFLX Netflix, Inc.
-2%
-$26,056.62 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$199.25 
LVS Las Vegas Sands Corp.
-1.97%
-$229.32 
AWK American Water Works Company, Inc.
-1.93%
-$396 
AMD Advanced Micro Devices, Inc.
-1.9%
-$83,483.4 
IBB iShares Biotechnology ETF
-1.87%
-$2,023.51 
GIS General Mills, Inc.
-1.84%
-$375.2 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,587.11 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,326.23 
PHM PulteGroup Inc.
-1.76%
-$167.98 
NSA National Storage Affiliates Trust
-1.74%
-$154 
PINS Pinterest, Inc. Class A
-1.72%
-$57.54 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$200.72 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,115.56 
ADM Archer-Daniels-Midland Co
-1.66%
-$335 
HYLN Hyliion Holdings Corp.
-1.66%
-$0.42 
MQ Marqeta, Inc. Class A
-1.64%
-$67.79 
AON Aon plc
-1.64%
-$102.34 
URA Global X Uranium ETF
-1.64%
-$162.5 
SQ Block, Inc.
-1.64%
-$4,518.45 
SNOW Snowflake Inc.
-1.62%
-$853.14 
SOLV Solventum Corporation
-1.59%
-$67.62 
LRCX Lam Research Corporation
-1.58%
-$1,518.1 
NLY Annaly Capital Management, Inc.
-1.56%
-$774 
NET Cloudflare Inc.
-1.56%
-$1,812.51 
STWD Starwood Property Trust Inc.
-1.54%
-$250 
GLD SPDR Gold Shares
-1.49%
-$23,750.08 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$34,579.02 
IAU iShares Gold Trust
-1.46%
-$542.4 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$1,213.63 
NVS Novartis AG Sponsored ADR
-1.45%
-$916 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$8.8 
SYNA Synaptics Incorporated
-1.41%
-$99.45 
LUV Southwest Airlines Co.
-1.38%
-$194.04 
NKE Nike, Inc. - Class B
-1.37%
-$356.12 
NVTS Navitas Semiconductor Corporation
-1.36%
-$15 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$538.56 
PPG PPG Industries Inc.
-1.35%
-$151 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$9.23 
MNST Monster Beverage Corporation
-1.3%
-$50.8 
DAL Delta Air Lines, Inc.
-1.3%
-$1,018.9 
TREX Trex Company, Inc.
-1.3%
-$50.16 
OMF OneMain Holdings Inc.
-1.29%
-$82 
FCX Freeport-McMoRan Inc.
-1.28%
-$261.63 
SLG SL Green Realty Corp.
-1.27%
-$1,088 
JETS U.S. Global Jets ETF
-1.26%
-$8.8 
KBDC Kayne Anderson BDC Inc.
-1.26%
-$170 
MDLZ Mondelez International, Inc.
-1.22%
-$107.03 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$21.17 
STE STERIS plc
-1.22%
-$983.51 
F Ford Motor Company
-1.21%
-$886.68 
TJX The TJX Companies, Inc.
-1.21%
-$3,104.62 
ONDS Ondas Holdings Inc.
-1.19%
-$63 
ICLR ICON plc
-1.18%
-$74.48 
AIZ Assurant Inc.
-1.16%
-$124.26 
SHW The Sherwin-Williams Company
-1.16%
-$917.7 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$33.32 
NEE NextEra Energy, Inc.
-1.15%
-$1,527.12 
OMC Omnicom Group Inc.
-1.14%
-$77.35 
DE Deere & Company
-1.13%
-$1,795.2 
RCL Royal Caribbean Group
-1.13%
-$364 
VTRS Viatris Inc.
-1.13%
-$78.2 
PKG Packaging Corporation of America
-1.12%
-$78.12 
IR Ingersoll Rand Inc.
-1.11%
-$78.02 
PNR Pentair plc
-1.1%
-$19.71 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$295.8 
TXN Texas Instruments Inc
-1.08%
-$166.1 
LOW Lowe's Companies Inc.
-1.08%
-$991.99 
PLD Prologis Inc.
-1.08%
-$865.84 
MCK McKesson Corporation
-1.08%
-$195.72 
PRI Primerica Inc.
-1.04%
-$100.8 
CRH CRH plc
-1.03%
-$44.55 
TAN Invesco Solar ETF
-1.02%
-$1.02 
INTC Intel Corporation
-1.02%
-$1,326.18 
KO The Coca-Cola Company
-1.02%
-$2,377.8 
CDP COPT Defense Properties
-1.02%
-$156 
PAA Plains All American Pipeline, L.P.
-1.01%
-$200 
UPS United Parcel Service, Inc.
-1%
-$29.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$243.1 
PPL PPL Corporation
-0.98%
-$75.6 
EW Edwards Lifesciences Corporation
-0.98%
-$26.35 
XOM Exxon Mobil Corporation
-0.97%
-$9,975.6 
SOFI SoFi Technologies, Inc.
-0.97%
-$40 
MET MetLife Inc.
-0.97%
-$273.54 
ALC Alcon Inc.
-0.96%
-$20.1 
O Realty Income Corporation
-0.87%
-$428.96 
MTH Meritage Homes Corporation
-0.86%
-$150.06 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$88,337.46 
MRP Millrose Properties Inc.
-0.85%
-$534 
ACES ALPS Clean Energy ETF
-0.85%
-$26 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$310.34 
TRMB Trimble Inc.
-0.84%
-$50.88 
VOYA Voya Financial Inc.
-0.84%
-$37.8 
FE FirstEnergy Corp.
-0.82%
-$737.2 
GILD Gilead Sciences Inc.
-0.81%
-$688 
D Dominion Energy, Inc.
-0.8%
-$2,353.68 
KMB Kimberly-Clark Corporation
-0.8%
-$341.44 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$21.66 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$40,077.26 
WAT Waters Corporation
-0.79%
-$17.94 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$740 
PYPL PayPal Holdings Inc
-0.76%
-$172.92 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$73.47 
ULTA Ulta Beauty Inc.
-0.76%
-$175.5 
ED Consolidated Edison, Inc.
-0.74%
-$463.32 
MA Mastercard Incorporated
-0.74%
-$4,216 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$192.06 
CEVA Ceva Inc.
-0.73%
-$50.16 
BLK BlackRock, Inc.
-0.73%
-$79.8 
WOLF Wolfspeed, Inc.
-0.71%
-$1.02 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$55,544.61 
NYXH Nyxoah SA
-0.71%
-$4 
VPU Vanguard Utilities ETF
-0.71%
-$136 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$36.1 
RPM RPM International Inc.
-0.7%
-$319.2 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$2,158.21 
DASH DoorDash, Inc.
-0.69%
-$3,430.48 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,774.24 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$40.2 
ICLN iShares Global Clean Energy ETF
-0.68%
-$188.16 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$17,463.42 
DUK Duke Energy Corporation
-0.67%
-$3,471.72 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$576.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,142.86 
WPC W. P. Carey Inc.
-0.65%
-$192.96 
AMGN Amgen Inc.
-0.64%
-$461.28 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$12,048.75 
BE Bloom Energy Corporation
-0.63%
-$6.55 
GS The Goldman Sachs Group, Inc.
-0.63%
-$155.52 
AMT American Tower Corporation
-0.63%
-$330 
EFA iShares MSCI EAFE ETF
-0.62%
-$11.88 
PM Philip Morris International Inc.
-0.61%
-$679.67 
ECL Ecolab Inc.
-0.61%
-$897.75 
AMCR Amcor plc
-0.6%
-$199.8 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$31,923.67 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$192.15 
VLTO Veralto Corporation
-0.57%
-$12.96 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$77.55 
ASEA Global X FTSE Southeast Asia ETF
-0.56%
-$234.24 
PRU Prudential Financial, Inc.
-0.56%
-$91.77 
LLY Eli Lilly and Company
-0.56%
-$16,149.17 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$4.7 
WAB Wabtec Corporation
-0.55%
-$1.6 
COF Capital One Financial Corporation
-0.54%
-$80.23 
THQ Abrdn Healthcare Opportunities Fund
-0.53%
-$0.7 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$377.11 
RGA Reinsurance Group of America, Inc.
-0.51%
-$49.61 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$4,618.17 
WELL Welltower Inc.
-0.51%
-$489.09 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$10,662.04 
ALL Allstate Corporation
-0.49%
-$78 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$248.4 
WBIY WBI Power Factor High Dividend ETF
-0.48%
-$80.36 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$67.32 
IWM iShares Russell 2000 ETF
-0.47%
-$636.62 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$28.35 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$218.4 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$12.4 
PEP PepsiCo, Inc.
-0.46%
-$402.56 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$286.6 
DVY iShares Select Dividend ETF
-0.45%
-$1,475.96 
TRV The Travelers Companies, Inc.
-0.43%
-$268.95 
TEL TE Connectivity plc
-0.43%
-$46.28 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$86.45 
HD The Home Depot, Inc.
-0.42%
-$2,066.96 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$32.49 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$592.21 
MBB iShares MBS ETF
-0.4%
-$2,140.45 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$47.38 
AIG American International Group Inc.
-0.39%
-$10.54 
EWW iShares MSCI Mexico ETF
-0.39%
-$168 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$77.76 
ETR Entergy Corporation
-0.38%
-$627.3 
VGT Vanguard Information Technology ETF
-0.38%
-$2,589.46 
DEEP Roundhill Acquirers Deep Value ETF
-0.37%
-$1.11 
FDX FedEx Corporation
-0.37%
-$56.35 
MDT Medtronic plc
-0.37%
-$169.28 
AWR American States Water Co.
-0.37%
-$7.04 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$5,353.44 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$459.24 
GPC Genuine Parts Company
-0.37%
-$34.5 
ABNB Airbnb, Inc.
-0.37%
-$40.88 
TMUS T-Mobile US, Inc.
-0.36%
-$17.64 
DG Dollar General Corporation
-0.35%
-$454.5 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$79.65 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$13,440.88 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$20,981.1 
CL Colgate-Palmolive Company
-0.33%
-$26.7 
TFC Truist Financial Corporation
-0.33%
-$12.24 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$131.04 
SLVM Sylvamo Corporation
-0.32%
-$2.16 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$8.84 
CEG Constellation Energy Corporation
-0.31%
-$89.91 
RY Royal Bank of Canada
-0.29%
-$79.3 
VST Vistra Corp
-0.29%
-$234.35 
MLN VanEck Long Muni ETF
-0.29%
-$1,465.7 
IGF iShares Global Infrastructure ETF
-0.28%
-$122.17 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,219.68 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$320.54 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$352 
KIE SPDR S&P Insurance ETF
-0.28%
-$72.54 
CCI Crown Castle Inc.
-0.27%
-$31.5 
WDFC WD-40 Company
-0.27%
-$62 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,229.13 
FBND Fidelity Total Bond ETF
-0.27%
-$7.44 
VTV Vanguard Value ETF
-0.27%
-$10,810.39 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$855.6 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$6.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$26.82 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$459.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,040.5 
BX Blackstone Inc.
-0.25%
-$160 
OLED Universal Display Corporation
-0.25%
-$5 
IWN iShares Russell 2000 Value ETF
-0.25%
-$27.5 
MFC Manulife Financial Corporation
-0.25%
-$24.97 
A Agilent Technologies Inc.
-0.24%
-$57.46 
HUBB Hubbell Inc.
-0.24%
-$5.7 
COST Costco Wholesale Corporation
-0.24%
-$1,760.14 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$2,104.85 
HBAN Huntington Bancshares Incorporated
-0.23%
-$134.48 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$497.07 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$19 
BNDX Vanguard Total International Bond ETF
-0.23%
-$73.04 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$13.6 
VB Vanguard Small-Cap ETF
-0.22%
-$625 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$435 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$6,572.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$45.9 
SYSB iShares Systematic Bond ETF
-0.22%
-$9.12 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$36,756.05 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$15,379.08 
IUSB iShares Core Universal USD Bond ETF
-0.21%
-$105.73 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$78.24 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$230.65 
AVMU Avantis Core Municipal Fixed Income ETF
-0.2%
-$312.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$625.2 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$0.18 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$13.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$508.32 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$130.5 
QS QuantumScape Corp
-0.19%
-$1 
QRVO Qorvo Inc.
-0.19%
-$16.49 
EPD Enterprise Products Partners L.P.
-0.18%
-$247.38 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$0.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,628.65 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$4,846.8 
SOUN SoundHound AI Inc.
-0.16%
-$8.5 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$16.64 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,236.48 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$17 
FITB Fifth Third Bancorp
-0.16%
-$612.54 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.15%
-$24.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$399.68 
ELV Elevance Health, Inc.
-0.15%
-$41.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$618.12 
TRIP Tripadvisor Inc.
-0.14%
-$6 
TPR Tapestry Inc.
-0.14%
-$63 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$0.13 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$48.48 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$138.89 
IDV iShares International Select Dividend ETF
-0.14%
-$0.3 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$387.15 
STZ Constellation Brands, Inc.
-0.12%
-$15 
CFG Citizens Financial Group, Inc.
-0.11%
-$519.6 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$17.05 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,225.44 
XLF Financial Select Sector SPDR Fund
-0.1%
-$5,939.46 
TIP iShares TIPS Bond ETF
-0.1%
-$219.45 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$55 
HYD VanEck High Yield Muni ETF
-0.1%
-$6 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$10 
PGX Invesco Preferred ETF
-0.09%
-$67.14 
TAXE T. Rowe Price Intermediate Municipal Fund
-0.09%
-$161 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$2,482.26 
IYF iShares U.S. Financials ETF
-0.09%
-$6 
KEY KeyCorp
-0.09%
-$37.48 
AKRE Akre Focus ETF
-0.09%
-$118.25 
MYCH SPDR SSGA 2028 Corporate Bond Fund
-0.08%
-$259.6 
BINC iShares Flexible Income Active ETF
-0.08%
-$23.08 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$23.82 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$481.59 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$3,316.08 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$280.39 
ROKU Roku, Inc.
-0.06%
-$8 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$0.09 
VO Vanguard Mid-Cap ETF
-0.05%
-$32.04 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$5.01 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$8.64 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$47.37 
V Visa Inc. Class A
-0.04%
-$139.85 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$19.8 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$9 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$282.6 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$0.7 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$2.75 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$0.02 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$140.77 
TGT Target Corporation
-0.01%
-$2.88 
UBER Uber Technologies, Inc.
-0.01%
-$4.94 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$5.26 Events
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Dividends
Dividend Analysis
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| Trades 2404 | Longs Won 1526/2404 63% | Profit Factor 8.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,339.37 |
| Average Win $41,650.11 | Best Trade (Aug 14) $6.47M | Sharpe Ratio -74.55 |
| Average Loss -$8,136.47 | Worst Trade (Aug 03) -$556,794.76 | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $23,460.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 169 | $22,674.74 | $23,384.53 | - | $709.79 | 3.13% | -0.245% |
| AAAU Goldman Sachs Physical Gold ETF | 2,057 | $63,520 | $82,136.01 | - | $18,616.01 | 29.31% | -1.456% |
| AAPL Apple Inc. | 52,823 | $13.04M | $16.32M | - | $3.28M | 25.14% | -7.354% |
| AB AllianceBernstein Holding L.P. | 240 | $8,902 | $8,822.4 | - | -$79.6 | -0.89% | +0.109% |
| ABBV AbbVie Inc. | 2,496 | $523,266.2 | $626,346.24 | - | $103,080.04 | 19.7% | -2.513% |
| ABNB Airbnb, Inc. | 73 | $9,592.77 | $11,060.96 | - | $1,468.19 | 15.31% | -0.368% |
| ABT Abbott Laboratories | 492 | $50,517.95 | $52,004.4 | - | $1,486.45 | 2.94% | +0.085% |
| ACES ALPS Clean Energy ETF | 100 | $3,351 | $3,049 | - | -$302 | -9.01% | -0.846% |
| ACLS Axcelis Technologies, Inc. | 92 | $6,428 | $11,994.96 | - | $5,566.96 | 86.6% | +4.129% |
| ACN Accenture plc Class A | 184 | $30,645.11 | $30,529.28 | - | -$115.83 | -0.38% | +1.611% |
| ADBE Adobe Inc. | 150 | $66,702 | $37,561.5 | - | -$29,140.5 | -43.69% | +1.013% |
| ADI Analog Devices, Inc. | 208 | $82,612 | $76,421.28 | - | -$6,190.72 | -7.49% | +0.202% |
| ADM Archer-Daniels-Midland Co | 250 | $12,630 | $19,817.5 | - | $7,187.5 | 56.91% | -1.662% |
| ADP Automatic Data Processing Inc. | 90 | $26,345.58 | $23,981.4 | - | -$2,364.18 | -8.97% | +0.982% |
| AEP American Electric Power Company, Inc. | 314 | $30,304.57 | $40,144.9 | - | $9,840.33 | 32.47% | +0.055% |
| AFL Aflac Inc. | 400 | $46,900 | $50,992 | - | $4,092 | 8.72% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,162 | $415,339.98 | $405,253.94 | - | -$10,086.04 | -2.43% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 5,000 | $127,772 | $127,600 | - | -$172 | -0.13% | +0.472% |
| AI C3.ai Inc. | 259 | $8,916.75 | $2,377.62 | - | -$6,539.13 | -73.34% | +1.213% |
| AIG American International Group Inc. | 34 | $2,534 | $2,671.72 | - | $137.72 | 5.43% | -0.393% |
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FAQ
Which stocks have generated the highest profits for Fourth Dimension Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Dow Jones Industrial Average ETF Trust - $1.91M, Invesco QQQ Trust, Series 1 - $1.33M, Janus Henderson Mortgage-Backed Securities ETF - $896,915.57, SPDR Gold Shares - $883,564.98, and State Street SPDR Portfolio S&P 500 ETF - $636,064.63. 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: CoreWeave, Inc - $74,437.58, Abbott Laboratories - $73,272.09, Avantis U.S. Small Cap Equity ETF - $62,791.94, OneStream, Inc - $60,531.51, and Teradyne, Inc - $59,689.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fourth Dimension Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.16M earned over time. The largest contributors to dividend income include Janus Henderson Mortgage-Backed Securities ETF - $865,680.81, SPDR Portfolio Intermediate Term Treasury ETF - $388,444.44, SPDR Portfolio Short Term Treasury ETF - $307,914.59, SPDR Portfolio Developed World ex-US ETF - $306,928.95, and SPDR Portfolio S&P 1500 Composite Stock Market ETF - $247,758.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fourth Dimension Wealth LLC's monthly returns?
Fourth Dimension 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 Fourth Dimension Wealth LLC's strategy be considered aggressive or moderate?
Fourth Dimension 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 Fourth Dimension Wealth LLC's strategy?
Fourth Dimension 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.
