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:
29.66%
Gain -0.94%
Monthly
1.21%
Yearly
15.6%
Drawdown
16.81%
$316.58M
Equity
Holdings
$316.58M
Investment
$268.59M
$55.73M
Profit -$2.36M
Realized
$7.74M
Unrealized
$47.99M
Dividends
$8.06M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$2.36M
Win %
60%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$4.93M
Win %
60%
This Month
Compared to last month
Gain
-0.19%
Profit
-$603,432.64
Win %
60%
This Year
Compared to last year
Gain
0.26%
Profit
$833,561.75
Win %
62%
AR Antero Resources Corporation
+5.14%
+$140.62 
OBE Obsidian Energy Ltd.
+4.45%
+$728.28 
HONA Honeywell Aerospace Inc.
+3.58%
+$1,226.74 
KMI Kinder Morgan, Inc.
+3.53%
+$522 
FANG Diamondback Energy Inc
+3.53%
+$158.93 
EQT EQT Corporation
+3.45%
+$70.59 
RTX RTX Corporation
+3.12%
+$5,074.96 
COP ConocoPhillips
+3.11%
+$15,659.91 
DKS Dick's Sporting Goods, Inc.
+3.05%
+$9,013.29 
CCI Crown Castle Inc.
+3.02%
+$362.25 
NOC Northrop Grumman Corporation
+2.98%
+$356.88 
LMT Lockheed Martin Corporation
+2.92%
+$3,807.3 
BTI British American Tobacco p.l.c. ADR
+2.85%
+$318.45 
OKE ONEOK, Inc.
+2.83%
+$2,140.81 
FDXF FedEx Freight Holding Company Inc.
+2.74%
+$72.72 
TTE TotalEnergies SE
+2.71%
+$480 
DVN Devon Energy Corporation
+2.7%
+$34.58 
VNOM Viper Energy Inc. Class A Common Stock
+2.61%
+$108.3 
SLB Schlumberger Limited
+2.6%
+$199.54 
OXY Occidental Petroleum Corporation
+2.58%
+$86.08 
PBR Petrobras S.A. Sponsored ADR
+2.57%
+$390 
SHEL Shell plc
+2.56%
+$1,807.3 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+2.47%
+$8.58 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.34%
+$4,145.02 
PM Philip Morris International Inc.
+2.28%
+$2,626.57 
F Ford Motor Company
+2.27%
+$1,379.28 
CVX Chevron Corporation
+2.23%
+$1,235.9 
SU Suncor Energy Inc.
+2.21%
+$75.37 
XLE Energy Select Sector SPDR Fund
+2.17%
+$45,263.18 
EPD Enterprise Products Partners L.P.
+2.08%
+$2,615.16 
PEP PepsiCo, Inc.
+2.06%
+$1,663.7 
AMT American Tower Corporation
+1.96%
+$1,068 
ET Energy Transfer L.P.
+1.96%
+$585 
AEP American Electric Power Company, Inc.
+1.92%
+$747.32 
MSI Motorola Solutions, Inc.
+1.91%
+$636.19 
USB U.S. Bancorp
+1.91%
+$159.87 
XOM Exxon Mobil Corporation
+1.87%
+$21,287.87 
DUK Duke Energy Corporation
+1.84%
+$9,030.6 
WY Weyerhaeuser Company
+1.83%
+$237.14 
LHX L3Harris Technologies, Inc.
+1.82%
+$39.33 
NEM Newmont Corporation
+1.81%
+$172.2 
ED Consolidated Edison, Inc.
+1.81%
+$1,135.42 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.8%
+$641.53 
SO The Southern Company
+1.76%
+$4,391.29 
TFC Truist Financial Corporation
+1.75%
+$58.68 
PPL PPL Corporation
+1.73%
+$128.52 
TJX The TJX Companies, Inc.
+1.59%
+$3,727.18 
GE General Electric Company
+1.58%
+$2,942.16 
PSX Phillips 66
+1.48%
+$963 
VSNT Versant Media Group, Inc.
+1.43%
+$6.69 
ALL Allstate Corporation
+1.42%
+$204.6 
AWK American Water Works Company, Inc.
+1.42%
+$282.75 
CRH CRH plc
+1.42%
+$52.42 
TSN Tyson Foods Inc.
+1.41%
+$5,231.83 
CMCSA Comcast Corp
+1.4%
+$120.47 
MDLZ Mondelez International, Inc.
+1.4%
+$122.32 
TMUS T-Mobile US, Inc.
+1.39%
+$61.18 
MO Altria Group, Inc.
+1.38%
+$2,782.56 
COF Capital One Financial Corporation
+1.34%
+$189.57 
D Dominion Energy, Inc.
+1.34%
+$3,530.52 
NUE Nucor Corporation
+1.33%
+$1,057.94 
MET MetLife Inc.
+1.32%
+$384.12 
KO The Coca-Cola Company
+1.31%
+$3,196.82 
FE FirstEnergy Corp.
+1.31%
+$1,096.59 
WMB The Williams Companies, Inc.
+1.3%
+$2,115 
COST Costco Wholesale Corporation
+1.3%
+$9,796.67 
PAA Plains All American Pipeline, L.P.
+1.27%
+$256 
GLNG Golar LNG Ltd.
+1.27%
+$4,982.94 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$14,859.6 
KHC The Kraft Heinz Company
+1.22%
+$73.53 
DHT DHT Holdings Inc.
+1.22%
+$427.5 
AIG American International Group Inc.
+1.21%
+$32.64 
MRK Merck & Co., Inc.
+1.2%
+$2,312.46 
MRP Millrose Properties Inc.
+1.19%
+$589.62 
VPU Vanguard Utilities ETF
+1.18%
+$213 
ITA iShares U.S. Aerospace & Defense ETF
+1.18%
+$448.96 
STZ Constellation Brands, Inc.
+1.17%
+$151 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.15%
+$22 
NEE NextEra Energy, Inc.
+1.13%
+$1,345.68 
VZ Verizon Communications Inc.
+1.13%
+$1,607.5 
TRV The Travelers Companies, Inc.
+1.12%
+$709.5 
EWW iShares MSCI Mexico ETF
+1.11%
+$459.2 
DTE DTE Energy Company
+1.11%
+$71 
SPH Suburban Propane Partners L.P.
+1.1%
+$5.13 
AON Aon plc
+1.1%
+$53.47 
NRG NRG Energy, Inc.
+1.08%
+$59.09 
VTRS Viatris Inc.
+1.07%
+$76.25 
FERG Ferguson Enterprises Inc
+1.06%
+$21.74 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$26.6 
RA Brookfield Real Assets Income Fund Inc.
+1.04%
+$121 
DOV Dover Corporation
+1.04%
+$120.6 
WMT Walmart Inc.
+1.02%
+$7,455.6 
FLMX Franklin FTSE Mexico ETF
+1.02%
+$894.98 
WBIY WBI Power Factor High Dividend ETF
+1.01%
+$163.44 
HD The Home Depot, Inc.
+0.99%
+$4,550.23 
ETR Entergy Corporation
+0.99%
+$1,575.9 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.98%
+$6.89 
JPM JPMorgan Chase & Co.
+0.97%
+$17,203.47 
PKG Packaging Corporation of America
+0.95%
+$61.88 
GEV GE Vernova Inc.
+0.95%
+$183.96 
PG Procter & Gamble Co
+0.93%
+$2,214.51 
VTR Ventas Inc.
+0.92%
+$53.04 
O Realty Income Corporation
+0.91%
+$386.83 
JNJ Johnson & Johnson
+0.89%
+$10,480.5 
VDC VANGUARD CONSUMER STAPLES ETF
+0.89%
+$1,310.4 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$19,293.36 
CARR Carrier Global Corporation
+0.87%
+$18.24 
MNST Monster Beverage Corporation
+0.87%
+$31.6 
GM General Motors Company
+0.86%
+$349.92 
BRX Brixmor Property Group Inc.
+0.86%
+$3,530.87 
BLK BlackRock, Inc.
+0.86%
+$95.9 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$237.36 
WPC W. P. Carey Inc.
+0.82%
+$213.06 
AFL Aflac Inc.
+0.82%
+$386 
CB Chubb Limited
+0.81%
+$31.46 
HXL Hexcel Corporation
+0.81%
+$104.4 
SLVM Sylvamo Corporation
+0.8%
+$4.68 
CMI Cummins Inc.
+0.78%
+$16.56 
AWR American States Water Co.
+0.77%
+$14.08 
C Citigroup Inc.
+0.77%
+$539.6 
KMB Kimberly-Clark Corporation
+0.76%
+$306.52 
SYK Stryker Corporation
+0.76%
+$1,287.59 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.76%
+$71.67 
HLT Hilton Worldwide Holdings Inc.
+0.76%
+$113.96 
LOW Lowe's Companies Inc.
+0.75%
+$642.39 
DVY iShares Select Dividend ETF
+0.75%
+$2,419 
SPLV Invesco S&P 500 Low Volatility ETF
+0.75%
+$47.85 
IDV iShares International Select Dividend ETF
+0.73%
+$1.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$171.75 
IGF iShares Global Infrastructure ETF
+0.73%
+$295.78 
OMF OneMain Holdings Inc.
+0.72%
+$40 
TPR Tapestry Inc.
+0.69%
+$247.5 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1 
ABBV AbbVie Inc.
+0.67%
+$4,717.46 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.66%
+$151.51 
LLY Eli Lilly and Company
+0.66%
+$20,616.98 
TY Tri-Continental Corporation
+0.65%
+$325.12 
BRK-B Berkshire Hathaway Inc.
+0.64%
+$2,755.5 
SJM The J.M. Smucker Company
+0.63%
+$331.8 
CL Colgate-Palmolive Company
+0.61%
+$50.28 
ING ING Groep N.V. Sponsored ADR
+0.6%
+$180 
XLB Materials Select Sector SPDR Fund
+0.59%
+$4,724.4 
GLPI Gaming and Leisure Properties, Inc.
+0.59%
+$6.21 
LPX Louisiana-Pacific Corporation
+0.58%
+$40.91 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.58%
+$279.45 
FHN First Horizon Corporation
+0.55%
+$20.12 
MTZ MasTec, Inc. Common Stock
+0.54%
+$154.5 
CAT Caterpillar Inc.
+0.54%
+$2,166.99 
KIE SPDR S&P Insurance ETF
+0.53%
+$132.99 
V Visa Inc. Class A
+0.53%
+$2,117.88 
RY Royal Bank of Canada
+0.53%
+$134.55 
VAW Vanguard Materials ETF
+0.52%
+$235.48 
MFC Manulife Financial Corporation
+0.5%
+$49.94 
TD The Toronto-Dominion Bank
+0.49%
+$88.5 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.48%
+$130.5 
NVS Novartis AG Sponsored ADR
+0.47%
+$282 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$3.9 
T AT&T Inc.
+0.47%
+$669.24 
PRI Primerica Inc.
+0.46%
+$38.4 
EPR EPR Properties
+0.44%
+$183.75 
SDY SPDR S&P Dividend ETF
+0.44%
+$1,884.96 
VLO Valero Energy Corporation
+0.44%
+$3,239.88 
NAD Nuveen Quality Municipal Income Fund
+0.44%
+$0.36 
CWST Casella Waste Systems Inc.
+0.43%
+$586.82 
ASML ASML Holding N.V. New York Registry Shares
+0.38%
+$150.24 
TXN Texas Instruments Inc
+0.36%
+$55.55 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.35%
+$17,176.05 
KEY KeyCorp
+0.35%
+$131.18 
EFV iShares MSCI EAFE Value ETF
+0.35%
+$241.18 
ADM Archer-Daniels-Midland Co
+0.34%
+$70 
DGRO iShares Core Dividend Growth ETF
+0.33%
+$416 
EPOL iShares MSCI Poland ETF
+0.33%
+$160.37 
SNA Snap-on Inc.
+0.33%
+$45.22 
GPC Genuine Parts Company
+0.32%
+$32.25 
MPC Marathon Petroleum Corporation
+0.32%
+$3,044.14 
CGDG Capital Group Dividend Growers ETF
+0.3%
+$635.14 
FITB Fifth Third Bancorp
+0.3%
+$1,020.9 
HBAN Huntington Bancshares Incorporated
+0.29%
+$151.29 
MCK McKesson Corporation
+0.29%
+$60.9 
MGV Vanguard Mega Cap Value ETF
+0.29%
+$23.75 
XLRE The Real Estate Select Sector SPDR Fund
+0.29%
+$2,409.48 
PFE Pfizer Inc.
+0.27%
+$283.2 
AAPL Apple Inc.
+0.26%
+$47,540.7 
ENPH Enphase Energy, Inc.
+0.26%
+$112.08 
ISRG Intuitive Surgical, Inc.
+0.25%
+$22.68 
WM Waste Management, Inc.
+0.25%
+$56 
DIS The Walt Disney Company
+0.25%
+$319.27 
VYM Vanguard High Dividend Yield ETF
+0.24%
+$39 
KBWB Invesco KBW Bank ETF
+0.24%
+$21 
XLF Financial Select Sector SPDR Fund
+0.23%
+$12,868.83 
PHM PulteGroup Inc.
+0.23%
+$19.24 
AMCR Amcor plc
+0.23%
+$74 
VTV Vanguard Value ETF
+0.23%
+$9,344.73 
NZF Nuveen Municipal Credit Income Fund
+0.23%
+$53.35 
HLI Houlihan Lokey Inc.
+0.23%
+$6.38 
AIZ Assurant Inc.
+0.22%
+$23.56 
TIP iShares TIPS Bond ETF
+0.2%
+$428.93 
ADP Automatic Data Processing Inc.
+0.2%
+$51.3 
RWR SPDR Dow Jones REIT ETF
+0.19%
+$20.6 
CDP COPT Defense Properties
+0.18%
+$24 
IYF iShares U.S. Financials ETF
+0.18%
+$11.5 
KRE SPDR S&P Regional Banking ETF
+0.18%
+$92.12 
XLI Industrial Select Sector SPDR Fund
+0.18%
+$5,658 
CGW Invesco S&P Global Water Index ETF
+0.17%
+$30.56 
RGA Reinsurance Group of America, Inc.
+0.15%
+$15.99 
IEFA iShares Core MSCI EAFE ETF
+0.14%
+$2,677.5 
KBE SPDR S&P Bank ETF
+0.14%
+$36.72 
RRX Regal Rexnord Corporation
+0.14%
+$3.15 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.13%
+$127.92 
ACN Accenture plc Class A
+0.12%
+$49.68 
BMY Bristol-Myers Squibb Company
+0.12%
+$22.61 
DG Dollar General Corporation
+0.11%
+$151.5 
TAXE T. Rowe Price Intermediate Municipal Fund
+0.11%
+$192.5 
GMUB Goldman Sachs Municipal Income ETF
+0.11%
+$2,517.68 
MCD McDonald's Corporation
+0.11%
+$818.74 
ELV Elevance Health, Inc.
+0.1%
+$31.82 
MEAR iShares Short Maturity Bond ETF
+0.09%
+$596.34 
TKR Timken Co.
+0.09%
+$12.28 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.09%
+$63.25 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.08%
+$8,136.35 
LVS Las Vegas Sands Corp.
+0.08%
+$7.02 
EFA iShares MSCI EAFE ETF
+0.08%
+$1.44 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.07%
+$9.62 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$762.5 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$1,393.79 
COWZ Pacer US Cash Cows 100 ETF
+0.06%
+$10.12 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.05%
+$2,470.48 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$0.09 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$22.45 
APO Apollo Global Management, Inc.
+0.04%
+$2.75 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$4.25 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$47.37 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$22 
CALM Cal-Maine Foods Inc.
+0.04%
+$12.5 
BSV Vanguard Short-Term Bond ETF
+0.04%
+$11.91 
DLY DoubleLine Yield Opportunities Fund
+0.04%
+$20.25 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$27.02 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,185.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$330.7 
PSN Parsons Corporation
+0.02%
+$10.56 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$71.31 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$0.02 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$9.02 
VIS Vanguard Industrials ETF
+0.02%
+$33.71 
IEI iShares 3-7 Year Treasury Bond ETF
+0.02%
+$6.06 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.02%
+$10.86 
SCHV Schwab U.S. Large-Cap Value ETF
+0.01%
+$1.49 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.01%
+$4.89 
BINC iShares Flexible Income Active ETF
+0.01%
+$2.88 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.01%
+$0.51 
ARI Apollo Commercial Real Estate Finance Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
PNR Pentair plc
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
MYCH SPDR SSGA 2028 Corporate Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 MFSI
MFSI
0%
$0 G200
G2004J103
0%
$0 
TWLO Twilio Inc.
-12.43%
-$5,368.84 
DOCN DigitalOcean Holdings Inc.
-11.02%
-$96.48 
CRWV CoreWeave, Inc.
-10.96%
-$5,858.04 
NBIS Nebius Group N.V.
-10.19%
-$8,640 
SMCI Super Micro Computer Inc
-9.23%
-$324 
SNOW Snowflake Inc.
-9.08%
-$5,387 
AI C3.ai Inc.
-8.88%
-$279.72 
PANW Palo Alto Networks, Inc.
-7.59%
-$42,415.88 
WOLF Wolfspeed, Inc.
-7.39%
-$11.49 
IOT Samsara Inc. Class A Common Stock
-7.3%
-$1,523.9 
NET Cloudflare Inc.
-7.3%
-$9,487.94 
CRWD CrowdStrike Holdings, Inc.
-7.21%
-$70,771.72 
NVTS Navitas Semiconductor Corporation
-7.1%
-$65.5 
PLTR Palantir Technologies Inc.
-7.04%
-$20,827 
ZS Zscaler Inc.
-6.86%
-$9,903.59 
ESTC Elastic N.V.
-6.84%
-$1,264.45 
QLYS Qualys, Inc.
-6.78%
-$522.8 
RKLB Rocket Lab Corporation
-6.68%
-$59.04 
QBTS D-Wave Quantum Inc.
-6.44%
-$165 
NYXH Nyxoah SA
-6.3%
-$30 
BBAI BigBear.ai Holdings Inc.
-6.01%
-$30.8 
BUG Global X Cybersecurity ETF
-5.9%
-$11.04 
U Unity Software Inc.
-5.88%
-$163.2 
OKLO Oklo Inc.
-5.78%
-$86.75 
HPE Hewlett Packard Enterprise Company
-5.61%
-$658 
QUBT Quantum Computing Inc.
-5.41%
-$37 
SANM Sanmina Corporation
-5.11%
-$1,802.68 
SKYY First Trust Cloud Computing ETF
-5.08%
-$846.5 
DJT Trump Media & Technology Group Corp.
-5%
-$9.25 
STX Seagate Technology Holdings plc
-4.99%
-$37,998.35 
NOW ServiceNow, Inc.
-4.92%
-$27,569.11 
CIEN Ciena Corporation
-4.91%
-$227.76 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.84%
-$501 
IGV iShares Expanded Tech-Software Sector ETF
-4.83%
-$2,078.97 
SITM SiTime Corporation
-4.76%
-$1,552.2 
AXON Axon Enterprise, Inc.
-4.76%
-$1,011.84 
NMAX Newsmax Inc.
-4.73%
-$264 
ARM Arm Holdings plc American Depositary Receipt
-4.64%
-$4,542 
AKAM Akamai Technologies Inc.
-4.57%
-$126.45 
AMD Advanced Micro Devices, Inc.
-4.56%
-$231,747.57 
CEVA Ceva Inc.
-4.55%
-$277.97 
RGTI Rigetti Computing Inc
-4.43%
-$621.6 
CRCL Circle Internet Group, Inc.
-4.36%
-$759 
INTC Intel Corporation
-4.31%
-$5,860.86 
BE Bloom Energy Corporation
-4.29%
-$50.7 
SNDK SanDisk Corporation
-4.29%
-$27,804.66 
WDC Western Digital Corporation
-4.17%
-$8,282.6 
ARKK ARK Innovation ETF Fund
-4.16%
-$356 
ONDS Ondas Holdings Inc.
-4.09%
-$182 
MDXG MiMedx Group, Inc.
-4.06%
-$133 
DOCU DocuSign Inc.
-4.03%
-$243.36 
HYLN Hyliion Holdings Corp.
-3.97%
-$0.91 
COIN Coinbase Global, Inc.
-3.93%
-$505.4 
XSW SPDR S&P Software & Services ETF
-3.92%
-$805.5 
APP AppLovin Corporation Class A Common Stock
-3.86%
-$269.75 
DRAM Roundhill Memory ETF
-3.83%
-$945 
BAI iShares A.I. Innovation and Tech Active ETF
-3.8%
-$384.93 
MRVL Marvell Technology, Inc.
-3.79%
-$23,837.15 
ORCL Oracle Corporation
-3.77%
-$8,299.59 
ACLS Axcelis Technologies, Inc.
-3.71%
-$392.84 
KYTX Kyverna Therapeutics, Inc.
-3.69%
-$55 
JANX Janux Therapeutics Inc.
-3.67%
-$381 
IBKR Interactive Brokers Group Inc.
-3.62%
-$12,399.57 
MU Micron Technology, Inc.
-3.59%
-$101,335.57 
UAL United Airlines Holdings, Inc.
-3.56%
-$7,425.77 
FSK FS KKR Capital Corp.
-3.5%
-$633 
CRDO Credo Technology Group Holding Ltd.
-3.43%
-$919.5 
TDOC Teladoc Health Inc.
-3.43%
-$9.43 
META Meta Platforms Inc Class A
-3.43%
-$71,997.35 
FDN First Trust Dow Jones Internet Index Fund
-3.32%
-$6,070.72 
AVGO Broadcom Inc.
-3.26%
-$38,608.71 
LYFT Lyft Inc.
-3.23%
-$111 
BLOK Amplify Transformational Data Sharing ETF
-3.2%
-$52.78 
RIVN Rivian Automotive, Inc.
-3.19%
-$41.5 
LITE Lumentum Holdings Inc.
-3.14%
-$2,893.8 
GLW Corning Incorporated
-3.1%
-$21,775.6 
LRCX Lam Research Corporation
-3%
-$2,687.36 
ELF Elf Beauty Inc.
-3%
-$34.8 
WVE Wave Life Sciences Ltd.
-2.98%
-$14.25 
SOUN SoundHound AI Inc.
-2.96%
-$123.25 
CLS Celestica Inc.
-2.9%
-$12,176.15 
SOFI SoFi Technologies, Inc.
-2.88%
-$108.75 
QS QuantumScape Corp
-2.84%
-$12 
DELL Dell Technologies Inc.
-2.83%
-$107.12 
TLRY Tilray Brands, Inc.
-2.8%
-$0.72 
CMBT CMB.TECH NV
-2.79%
-$142.5 
AIQ Global X Artificial Intelligence & Technology ETF
-2.78%
-$178 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.77%
-$212.99 
IGM iShares Expanded Tech Sector ETF
-2.77%
-$19,612.56 
NFLX Netflix, Inc.
-2.75%
-$35,694 
CRM Salesforce Inc
-2.65%
-$2,462.8 
KLAC KLA Corporation
-2.65%
-$3,472.51 
RBLX Roblox Corporation
-2.61%
-$33.37 
IBB iShares Biotechnology ETF
-2.6%
-$3,072.3 
AMAT Applied Materials, Inc.
-2.58%
-$3,434.8 
ULTA Ulta Beauty Inc.
-2.57%
-$704.25 
ADBE Adobe Inc.
-2.53%
-$955.5 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.47%
-$2.86 
ICLR ICON plc
-2.44%
-$162.4 
PINS Pinterest, Inc. Class A
-2.4%
-$74.67 
CRNC Cerence Inc.
-2.4%
-$26.18 
DAL Delta Air Lines, Inc.
-2.32%
-$1,603.66 
XLK State Street Technology Select Sector SPDR ETF
-2.31%
-$423,673.02 
MOH Molina Healthcare Inc.
-2.31%
-$2,160.4 
TER Teradyne, Inc.
-2.31%
-$1,283.04 
RKT Rocket Companies, Inc. Class A
-2.3%
-$35.7 
TSLA Tesla, Inc.
-2.3%
-$8,642.25 
SOLV Solventum Corporation
-2.3%
-$98.98 
XYZ Block, Inc.
-2.29%
-$6,125.01 
VGT Vanguard Information Technology ETF
-2.28%
-$16,801.38 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-2.25%
-$50.75 
IYW iShares U.S. Technology ETF
-2.25%
-$4,081.01 
VBK Vanguard Small-Cap Growth ETF
-2.22%
-$9,953.19 
NOK Nokia Corporation Sponsored ADR
-2.19%
-$2.73 
DASH DoorDash, Inc.
-2.19%
-$10,591.93 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.19%
-$508.84 
JAZZ Jazz Pharmaceuticals plc
-2.19%
-$46.85 
SPCX Space Exploration Technologies Corp. Class A
-2.17%
-$10,100.21 
MGM MGM Resorts International
-2.17%
-$1,888 
CMG Chipotle Mexican Grill, Inc.
-2.16%
-$231 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-2.15%
-$477.5 
SCHW Charles Schwab Corporation
-2.15%
-$692.55 
QCOM QUALCOMM Incorporated
-2.12%
-$2,554.45 
INSM Insmed Inc.
-2.1%
-$166.8 
SMH VanEck Semiconductor ETF
-2.1%
-$1,265.76 
MSFT Microsoft Corp.
-2.09%
-$85,272.82 
VG Venture Global Inc.
-2.08%
-$52 
WAT Waters Corporation
-2.03%
-$54.12 
CSCO Cisco Systems, Inc.
-2%
-$1,209.44 
QQQM Invesco NASDAQ 100 ETF
-2%
-$87,837.51 
MTUM iShares MSCI USA Momentum Factor ETF
-1.97%
-$819.03 
AMZN Amazon.com Inc
-1.96%
-$135,849.73 
OM Outset Medical Inc.
-1.96%
-$2.48 
QQQ Invesco QQQ Trust, Series 1
-1.95%
-$54,457 
EW Edwards Lifesciences Corporation
-1.94%
-$53.01 
URA Global X Uranium ETF
-1.94%
-$175 
CGGR Capital Group Growth ETF
-1.89%
-$565.2 
BX Blackstone Inc.
-1.89%
-$1,030 
GOOGL Alphabet Inc
-1.88%
-$35,531.3 
WINN Harbor Long-Term Growers ETF
-1.87%
-$1,186.8 
TRMB Trimble Inc.
-1.87%
-$120.84 
CDNS Cadence Design Systems, Inc.
-1.85%
-$1,536 
JETS U.S. Global Jets ETF
-1.84%
-$10.78 
QGRO American Century U.S. Quality Growth ETF
-1.82%
-$50,905.14 
ROBO ROBO Global Robotics & Automation Index ETF
-1.82%
-$89.92 
LUV Southwest Airlines Co.
-1.81%
-$227.92 
MPWR Monolithic Power Systems, Inc.
-1.81%
-$1,108.38 
VRT Vertiv Holdings Co
-1.8%
-$135.45 
ARKX ARK Space & Defense Innovation ETF
-1.8%
-$165 
DE Deere & Company
-1.78%
-$3,065.03 
LIT GLOBAL X LITHIUM & BATTERY T
-1.78%
-$615.42 
NSA National Storage Affiliates Trust
-1.77%
-$156 
JGRO JPMorgan Active Growth ETF
-1.76%
-$6,888 
GOOG Alphabet Inc
-1.76%
-$17,574 
EL The Estée Lauder Companies Inc. Class A
-1.75%
-$63.58 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.72%
-$180.5 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$477.12 
VUG Vanguard Growth ETF
-1.7%
-$109,087.47 
IYZ iShares U.S. Telecommunications ETF
-1.69%
-$670.95 
BJ BJ's Wholesale Club Holdings, Inc.
-1.69%
-$104.4 
LPLA LPL Financial Holdings Inc.
-1.67%
-$257.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.65%
-$19,460.39 
GNRC Generac Holdings Inc.
-1.65%
-$326.5 
NWL Newell Brands Inc.
-1.65%
-$14.91 
A Agilent Technologies Inc.
-1.64%
-$485.03 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.61%
-$4,861.56 
ITRI Itron Inc.
-1.59%
-$130.95 
TPG TPG Inc.
-1.59%
-$5,646.27 
DRIV Global X Autonomous & Electric Vehicles ETF
-1.57%
-$49 
DLB Dolby Laboratories Inc.
-1.56%
-$42.64 
XLC Communication Services Select Sector SPDR Fund
-1.56%
-$63,269.5 
Q Qnity Electronics Inc.
-1.55%
-$185.5 
ASEA Global X FTSE Southeast Asia ETF
-1.53%
-$605.12 
ETN Eaton Corporation plc
-1.52%
-$10,279.33 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.52%
-$28,363.14 
BLNK Blink Charging Co.
-1.51%
-$1.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$498.2 
XSMO Invesco S&P SmallCap Momentum ETF
-1.5%
-$81.26 
BAX Baxter International Inc.
-1.48%
-$124.26 
IUSG iShares Core S&P U.S. Growth ETF
-1.47%
-$12,092.59 
SPMO Invesco S&P 500 Momentum ETF
-1.46%
-$1,263 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.45%
-$294 
UBER Uber Technologies, Inc.
-1.45%
-$508.82 
MTH Meritage Homes Corporation
-1.44%
-$214.02 
MQ Marqeta, Inc. Class A
-1.42%
-$63.11 
ACES ALPS Clean Energy ETF
-1.42%
-$37.5 
IWM iShares Russell 2000 ETF
-1.41%
-$1,781.61 
KEYS Keysight Technologies, Inc.
-1.39%
-$355.5 
CTSH Cognizant Technology Solutions Corporation
-1.38%
-$12.74 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.32%
-$725.4 
EEM iShares MSCI Emerging Markets ETF
-1.31%
-$63,168.84 
KBDC Kayne Anderson BDC Inc.
-1.27%
-$160 
STE STERIS plc
-1.27%
-$994 
IEMG iShares Core MSCI Emerging Markets ETF
-1.25%
-$12,595.97 
AVEM Avantis Emerging Markets Equity ETF
-1.24%
-$408.37 
ABNB Airbnb, Inc.
-1.24%
-$157.68 
BLCR iShares Large Cap Core ACT ETF
-1.21%
-$84.6 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$293.12 
NVT nVent Electric plc
-1.2%
-$6,070.75 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.17%
-$449.28 
VB Vanguard Small-Cap ETF
-1.16%
-$3,172.45 
ENS EnerSys
-1.15%
-$176.22 
AKRE Akre Focus ETF
-1.15%
-$1,560.9 
APH Amphenol Corporation
-1.14%
-$63.24 
TGT Target Corporation
-1.14%
-$256.32 
VOYA Voya Financial Inc.
-1.13%
-$48.37 
UNH UnitedHealth Group Incorporated
-1.12%
-$3,935.76 
SECT Main Sector Rotation ETF
-1.1%
-$3,082.58 
TAN Invesco Solar ETF
-1.1%
-$0.94 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$66.44 
WDFC WD-40 Company
-1.09%
-$220 
IBIT iShares Bitcoin Trust
-1.07%
-$162.5 
IBM International Business Machines Corporation
-1.05%
-$563.34 
PWR Quanta Services Inc.
-1.05%
-$33.7 
SAMT Strategas Macro Thematic Opportunities ETF
-1.02%
-$2,141.15 
XLG Invesco S&P 500 Top 50 ETF
-1.02%
-$131 
KD Kyndryl Holdings Inc.
-1.02%
-$2.7 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$238.81 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.99%
-$7.1 
GS The Goldman Sachs Group, Inc.
-0.97%
-$208.2 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.96%
-$429.43 
OEF iShares S&P 100 ETF
-0.95%
-$297.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.95%
-$178.86 
IWR iShares Russell Mid-Cap ETF
-0.95%
-$1,075.36 
MDT Medtronic plc
-0.94%
-$476.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.94%
-$118.5 
BABA Alibaba Group Holding Limited SP ADR
-0.92%
-$204 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.92%
-$24,168.62 
FCFS FirstCash Holdings, Inc.
-0.9%
-$196 
URI United Rentals, Inc.
-0.9%
-$492.44 
CEG Constellation Energy Corporation
-0.9%
-$275.28 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.9%
-$64.2 
TREX Trex Company, Inc.
-0.9%
-$36.52 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$33.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.89%
-$70,585.42 
JHMM John Hancock Multifactor Mid Cap ETF
-0.88%
-$336.64 
IWB iShares Russell 1000 ETF
-0.87%
-$372.81 
ECL Ecolab Inc.
-0.86%
-$1,307.25 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$9,864.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.85%
-$53.9 
SHW The Sherwin-Williams Company
-0.85%
-$655.5 
HYDR Global X Hydrogen ETF
-0.84%
-$29.44 
IVV iShares Core S&P 500 ETF
-0.84%
-$7,208.5 
VOO Vanguard S&P 500 ETF
-0.83%
-$3,190.87 
WWD Woodward Inc.
-0.83%
-$63.71 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.83%
-$157,713.27 
REGN Regeneron Pharmaceuticals, Inc.
-0.81%
-$71.06 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.81%
-$35,181.72 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$23,787.58 
THRO iShares U.S. Thematic Rotation Active ETF
-0.79%
-$69.65 
GRC The Gorman-Rupp Company
-0.79%
-$153.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.78%
-$4,816 
MDY SPDR S&P MidCap 400 ETF Trust
-0.78%
-$2,296.2 
GILD Gilead Sciences Inc.
-0.77%
-$778.03 
IJR iShares Core S&P Small-Cap ETF
-0.77%
-$7,418.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.75%
-$5,826.4 
NLY Annaly Capital Management, Inc.
-0.73%
-$290.25 
MCHI iShares MSCI China ETF
-0.72%
-$61.5 
PFFD Global X U.S. Preferred ETF
-0.72%
-$0.75 
AVSC Avantis U.S. Small Cap Equity ETF
-0.71%
-$19,993.05 
DEEP Roundhill Acquirers Deep Value ETF
-0.71%
-$2.12 
STWD Starwood Property Trust Inc.
-0.71%
-$89 
RCL Royal Caribbean Group
-0.7%
-$195 
SPHQ Invesco S&P 500 Quality ETF
-0.69%
-$322.14 
EMR Emerson Electric Co.
-0.68%
-$284.7 
IWN iShares Russell 2000 Value ETF
-0.67%
-$70.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.65%
-$1,390.92 
KGS Kodiak Gas Services Inc.
-0.65%
-$35.65 
SYY Sysco Corporation
-0.65%
-$121.9 
PRU Prudential Financial, Inc.
-0.64%
-$99.08 
FDX FedEx Corporation
-0.64%
-$92.12 
BAH Booz Allen Hamilton Holding Corporation
-0.62%
-$49.29 
INCY Incyte Corporation
-0.61%
-$124.2 
THQ Abrdn Healthcare Opportunities Fund
-0.61%
-$0.77 
LOAR Loar Holdings Inc.
-0.61%
-$2,219.58 
ICLN iShares Global Clean Energy ETF
-0.6%
-$156.8 
NVDA NVIDIA Corporation
-0.59%
-$64,102.68 
CTVA Corteva Inc.
-0.58%
-$19.95 
PLD Prologis Inc.
-0.57%
-$400.04 
UPS United Parcel Service, Inc.
-0.57%
-$15.68 
BEPC Brookfield Renewable Corporation
-0.57%
-$0.17 
VO Vanguard Mid-Cap ETF
-0.56%
-$364.45 
OZEM Roundhill GLP-1 & Weight Loss ETF
-0.56%
-$16.42 
CSL Carlisle Companies Inc.
-0.53%
-$2,090.71 
ALC Alcon Inc.
-0.53%
-$10.5 
HERO Global X Video Games & Esports ETF
-0.5%
-$1.12 
OMC Omnicom Group Inc.
-0.5%
-$34 
BG Bunge Global S.A.
-0.49%
-$11.44 
MLN VanEck Long Muni ETF
-0.48%
-$2,345.12 
FLIN Franklin FTSE India ETF
-0.48%
-$154.6 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.47%
-$0.81 
JCI Johnson Controls International plc
-0.47%
-$158.7 
MMM 3M Company
-0.47%
-$312.62 
KNX Knight-Swift Transportation Holdings Inc.
-0.46%
-$86.4 
FCX Freeport-McMoRan Inc.
-0.46%
-$103.36 
ADI Analog Devices, Inc.
-0.45%
-$380.64 
SLG SL Green Realty Corp.
-0.45%
-$336 
CFG Citizens Financial Group, Inc.
-0.44%
-$1,818.6 
IWS iShares Russell Mid-Cap Value ETF
-0.44%
-$12.41 
MS Morgan Stanley
-0.43%
-$104.52 
TRIP Tripadvisor Inc.
-0.43%
-$12 
USMV iShares MSCI USA Min Vol Factor ETF
-0.4%
-$231.25 
GGZ Gabelli Global Small & Mid Cap Value Trust
-0.4%
-$0.72 
OLED Universal Display Corporation
-0.4%
-$7.75 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.39%
-$12.69 
AB AllianceBernstein Holding L.P.
-0.39%
-$32.4 
UNP Union Pacific Corporation
-0.39%
-$42.56 
IP International Paper Company
-0.38%
-$1.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$14,690.3 
FELE Franklin Electric Co., Inc.
-0.36%
-$46.84 
SHYD VanEck Short High Yield Municipal Fund
-0.36%
-$2,419.12 
HUBB Hubbell Inc.
-0.35%
-$8.2 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$5.04 
CSX CSX Corporation
-0.35%
-$164.56 
VEU Vanguard FTSE All-World ex-US ETF
-0.35%
-$72.67 
RITM Rithm Capital Corp.
-0.34%
-$59.8 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.33%
-$53.62 
SPHY SPDR Portfolio High Yield Bond ETF
-0.31%
-$59.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.31%
-$773.07 
FLHY Franklin High Yield Corporate Bond Fund
-0.3%
-$1,862.21 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.3%
-$164.64 
VLTO Veralto Corporation
-0.3%
-$7.2 
PRF Invesco FTSE RAFI US 1000 ETF
-0.29%
-$1.65 
WAB Wabtec Corporation
-0.29%
-$0.84 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.29%
-$158.4 
EFG iShares MSCI EAFE Growth ETF
-0.28%
-$26.86 
MCN XAI Madison Equity Premium Income Fund
-0.28%
-$6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.28%
-$0.26 
AAAU Goldman Sachs Physical Gold ETF
-0.28%
-$236.56 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.28%
-$350 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.28%
-$15.75 
BKDV BNY Mellon Dynamic Value ETF
-0.28%
-$187.81 
BIT BlackRock Multi-Sector Income Trust
-0.27%
-$30 
HYD VanEck High Yield Muni ETF
-0.27%
-$15.6 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.26%
-$3,680.49 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.25%
-$746.29 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.25%
-$25.05 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$5,811.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.24%
-$387.51 
GLD SPDR Gold Shares
-0.24%
-$3,845.62 
XLV Health Care Select Sector SPDR Fund
-0.24%
-$13,822.62 
IAU iShares Gold Trust
-0.24%
-$88.8 
RPM RPM International Inc.
-0.22%
-$92.4 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.21%
-$10.98 
BLV Vanguard Long-Term Bond ETF
-0.21%
-$5.4 
APD Air Products and Chemicals, Inc.
-0.21%
-$1,322.48 
AWF AllianceBernstein Global High Income Fund Inc.
-0.21%
-$0.18 
BXP Boston Properties, Inc.
-0.2%
-$48 
IWD iShares Russell 1000 Value ETF
-0.2%
-$46.87 
BAC Bank of America Corporation
-0.19%
-$42.6 
BNDX Vanguard Total International Bond ETF
-0.19%
-$59.76 
BA Boeing Company
-0.18%
-$112.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.18%
-$462.13 
WELL Welltower Inc.
-0.17%
-$168.51 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$17 
AVMU Avantis Core Municipal Fixed Income ETF
-0.17%
-$260.62 
SNY Sanofi American Depositary Receipt
-0.16%
-$10.21 
NSC Norfolk Southern Corporation
-0.16%
-$47.94 
MA Mastercard Incorporated
-0.15%
-$932.49 
CEF Sprott Physical Gold and Silver Trust
-0.15%
-$0.24 
AMGN Amgen Inc.
-0.14%
-$112.53 
GIS General Mills, Inc.
-0.14%
-$25.2 
HNDL NASDAQ 7 Handl Index ETF
-0.14%
-$0.15 
SOLS Sollensys Corp
-0.13%
-$4 
VST Vistra Corp
-0.13%
-$109 
TEL TE Connectivity plc
-0.13%
-$14.3 
SYNA Synaptics Incorporated
-0.13%
-$9.75 
PPG PPG Industries Inc.
-0.11%
-$12 
IAGG iShares International Aggregate Bond Fund
-0.11%
-$11.44 
RWL Invesco S&P 500 Revenue ETF
-0.1%
-$11,217.15 
PGX Invesco Preferred ETF
-0.1%
-$67.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.1%
-$386.32 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$5,594.96 
TDY Teledyne Technologies Incorporated
-0.09%
-$22.79 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.08%
-$2,054.52 
TLH iShares 10-20 Year Treasury Bond ETF
-0.08%
-$10.57 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$2,068.55 
PAVE Global X U.S. Infrastructure Development ETF
-0.08%
-$35.64 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.07%
-$1,006.42 
SYSB iShares Systematic Bond ETF
-0.07%
-$2.88 
ALNY Alnylam Pharmaceuticals Inc
-0.07%
-$3.52 
BSX Boston Scientific Corporation
-0.07%
-$12 
TFSL TFS Financial Corp.
-0.06%
-$7.92 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$187.56 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.06%
-$4,628.73 
ABT Abbott Laboratories
-0.06%
-$29.52 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$27.82 
IVE ISHARES S&P 500 VALUE ETF
-0.06%
-$37.7 
ALRM Alarm.com Holdings Inc.
-0.05%
-$2.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$208.1 
FBND Fidelity Total Bond ETF
-0.05%
-$1.24 
MBB iShares MBS ETF
-0.04%
-$231.4 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$149.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.04%
-$200.61 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$72.63 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.04%
-$46.13 
ROKU Roku, Inc.
-0.04%
-$6 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.04%
-$985.92 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.03%
-$2.27 
VIG Vanguard Dividend Appreciation ETF
-0.03%
-$30.96 
MYCG SPDR SSGA 2027 Corp Bond ETF
-0.02%
-$162.28 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.01%
-$6.93 
IUSV iShares Core S&P U.S. Value ETF
-0.01%
-$26.1 
CHDN Churchill Downs Incorporated
-0.01%
-$0.54 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
-$9.85 Events
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Dividends
Dividend Analysis
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| Trades 2404 | Longs Won 1463/2404 60% | Profit Factor 7.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,784.52 |
| Average Win $43,918.12 | Best Trade (Oct 15) $6.08M | Sharpe Ratio -10.36 |
| Average Loss -$9,053.51 | Worst Trade (Oct 15) -$562,678.67 | Z-Score 2.88 (99.6%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $23,182.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 169 | $22,674.74 | $29,182.92 | - | $6,508.18 | 28.7% | -1.635% |
| AAAU Goldman Sachs Physical Gold ETF | 2,057 | $63,520 | $84,408.99 | - | $20,888.99 | 32.89% | -0.279% |
| AAPL Apple Inc. | 52,823 | $13.04M | $18.11M | - | $5.07M | 38.91% | +0.263% |
| AB AllianceBernstein Holding L.P. | 240 | $8,902 | $8,310 | - | -$592 | -6.65% | -0.388% |
| ABBV AbbVie Inc. | 2,496 | $523,266.2 | $712,083.84 | - | $188,817.64 | 36.08% | +0.667% |
| ABNB Airbnb, Inc. | 73 | $9,592.77 | $12,564.76 | - | $2,971.99 | 30.98% | -1.239% |
| ABT Abbott Laboratories | 492 | $50,517.95 | $51,473.04 | - | $955.09 | 1.89% | -0.057% |
| ACES ALPS Clean Energy ETF | 100 | $3,351 | $2,604.5 | - | -$746.5 | -22.28% | -1.419% |
| ACLS Axcelis Technologies, Inc. | 92 | $6,428 | $10,197.28 | - | $3,769.28 | 58.64% | -3.709% |
| ACN Accenture plc Class A | 184 | $30,645.11 | $41,434.96 | - | $10,789.85 | 35.21% | +0.12% |
| ADBE Adobe Inc. | 150 | $66,702 | $36,795 | - | -$29,907 | -44.84% | -2.531% |
| ADI Analog Devices, Inc. | 208 | $82,612 | $83,640.96 | - | $1,028.96 | 1.25% | -0.453% |
| ADM Archer-Daniels-Midland Co | 250 | $12,630 | $20,802.5 | - | $8,172.5 | 64.71% | +0.338% |
| ADP Automatic Data Processing Inc. | 90 | $26,345.58 | $25,759.8 | - | -$585.78 | -2.22% | +0.2% |
| AEP American Electric Power Company, Inc. | 314 | $30,304.57 | $39,774.38 | - | $9,469.81 | 31.25% | +1.915% |
| AFL Aflac Inc. | 400 | $46,900 | $47,606 | - | $706 | 1.51% | +0.817% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,162 | $415,339.98 | $396,888.32 | - | -$18,451.66 | -4.44% | -0.052% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 5,000 | $127,772 | $125,350 | - | -$2,422 | -1.9% | -0.278% |
| AI C3.ai Inc. | 259 | $8,916.75 | $2,869.72 | - | -$6,047.03 | -67.82% | -8.882% |
| AIG American International Group Inc. | 34 | $2,534 | $2,722.72 | - | $188.72 | 7.45% | +1.213% |
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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 - $989,288.66, SPDR Gold Shares - $883,564.98, and State Street SPDR Portfolio S&P 500 ETF - $636,081.36. 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 - $72,962.13, OneStream, Inc - $60,531.51, Teradyne, Inc - $59,668.12, and Universal Display Corporation - $56,332.81. 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 $8.06M earned over time. The largest contributors to dividend income include Janus Henderson Mortgage-Backed Securities ETF - $958,053.9, SPDR Portfolio Intermediate Term Treasury ETF - $435,763.06, SPDR Portfolio Short Term Treasury ETF - $323,305.18, SPDR Portfolio Developed World ex-US ETF - $306,928.95, and SPDR Portfolio S&P 1500 Composite Stock Market ETF - $298,634.08. 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.
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