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:
1.47%
Gain
Monthly
0.08%
Yearly
0.95%
Drawdown
22.33%
$294.23M
Equity
Holdings
$294.23M
Investment
$243.77M
$53.35M
Profit -$1.48M
Realized
$2.89M
Unrealized
$50.46M
Dividends
$6.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.48M
Win %
71%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$3.32M
Win %
71%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.39M
Win %
71%
This Year
Compared to last year
Gain
11.75%
Profit
$30.93M
Win %
71%
TRV The Travelers Companies, Inc.
+8.68%
+$4,837.8 
VG Venture Global Inc.
+4.46%
+$678.57 
FWRG First Watch Restaurant Group, Inc.
+3.04%
+$74 
BE Bloom Energy Corporation
+2.96%
+$612 
ADM Archer-Daniels-Midland Co
+2.92%
+$606.25 
NOC Northrop Grumman Corporation
+2.8%
+$101.71 
MRK Merck & Co., Inc.
+2.78%
+$3,546.45 
PANW Palo Alto Networks, Inc.
+2.77%
+$5,874 
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$327.25 
BMY Bristol-Myers Squibb Company
+2.53%
+$382.5 
TTE TotalEnergies SE
+2.46%
+$387 
ABT Abbott Laboratories
+2.43%
+$7,941.6 
SHEL Shell plc
+2.22%
+$1,288.98 
MO Altria Group, Inc.
+2.18%
+$4,351.16 
CSCO Cisco Systems, Inc.
+2.17%
+$386.37 
SU Suncor Energy Inc.
+2.16%
+$58.95 
PBR Petrobras S.A. Sponsored ADR
+2.15%
+$225 
VTR Ventas Inc.
+2.14%
+$138.38 
DOW Dow Inc.
+2.01%
+$91.45 
HWM Howmet Aerospace Inc.
+2.01%
+$425.49 
ABBV AbbVie Inc.
+1.9%
+$6,863.12 
JNJ Johnson & Johnson
+1.87%
+$15,284.91 
HXL Hexcel Corporation
+1.85%
+$270.72 
PSX Phillips 66
+1.8%
+$726 
JANX Janux Therapeutics Inc.
+1.77%
+$168 
VST Vistra Corp
+1.67%
+$2,644.35 
UNH UnitedHealth Group Incorporated
+1.66%
+$1,170.67 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.63%
+$574 
LMT Lockheed Martin Corporation
+1.62%
+$2,040.85 
LITE Lumentum Holdings Inc.
+1.61%
+$3,207.76 
RGA Reinsurance Group of America, Inc.
+1.61%
+$158.26 
PM Philip Morris International Inc.
+1.61%
+$1,320.65 
WELL Welltower Inc.
+1.6%
+$430.13 
KIE SPDR S&P Insurance ETF
+1.6%
+$409.05 
EMR Emerson Electric Co.
+1.58%
+$570.7 
LLY Eli Lilly and Company
+1.56%
+$40,449.65 
XOM Exxon Mobil Corporation
+1.51%
+$14,053.39 
NET Cloudflare Inc.
+1.45%
+$1,627.56 
RTX RTX Corporation
+1.37%
+$2,255.68 
NVS Novartis AG Sponsored ADR
+1.36%
+$832 
ORCL Oracle Corporation
+1.36%
+$111.54 
CVX Chevron Corporation
+1.36%
+$1,055.38 
GILD Gilead Sciences Inc.
+1.36%
+$1,198.8 
SYY Sysco Corporation
+1.33%
+$251.85 
CHE Chemed Corporation
+1.33%
+$86.45 
VZ Verizon Communications Inc.
+1.32%
+$2,038.7 
TGT Target Corporation
+1.3%
+$211.12 
AWK American Water Works Company, Inc.
+1.28%
+$258.75 
CCI Crown Castle Inc.
+1.28%
+$151.5 
BLCN Siren NexGen Economy ETF
+1.25%
+$60 
CNQ Canadian Natural Resources Limited
+1.21%
+$104 
AEP American Electric Power Company, Inc.
+1.21%
+$584.43 
T AT&T Inc.
+1.21%
+$1,779.47 
APD Air Products and Chemicals, Inc.
+1.19%
+$6,807.42 
PRU Prudential Financial, Inc.
+1.18%
+$233.8 
CRWD CrowdStrike Holdings, Inc.
+1.18%
+$4,145.22 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.18%
+$1,275.29 
NSC Norfolk Southern Corporation
+1.17%
+$476.74 
QUBT Quantum Computing Inc.
+1.16%
+$8.86 
WVE Wave Life Sciences Ltd.
+1.15%
+$9.75 
VLO Valero Energy Corporation
+1.13%
+$2,881.49 
ZS Zscaler Inc.
+1.12%
+$1,070.92 
ET Energy Transfer L.P.
+1.09%
+$330 
WMT Walmart Inc.
+1.08%
+$4,601.64 
MSI Motorola Solutions, Inc.
+1.08%
+$325.58 
INCY Incyte Corporation
+1.08%
+$225.94 
D Dominion Energy, Inc.
+1.07%
+$3,384.92 
VTRS Viatris Inc.
+1.07%
+$72.33 
CTVA Corteva Inc.
+1.04%
+$229.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.01%
+$104.31 
WPC W. P. Carey Inc.
+1.01%
+$307.84 
COP ConocoPhillips
+1.01%
+$3,156.66 
INSM Insmed Inc.
+1%
+$60.99 
DTE DTE Energy Company
+0.99%
+$73.5 
DD DuPont de Nemours, Inc.
+0.98%
+$38.24 
WWD Woodward Inc.
+0.98%
+$88.78 
ED Consolidated Edison, Inc.
+0.97%
+$623.48 
DVN Devon Energy Corporation
+0.96%
+$10.79 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.95%
+$245.1 
UNP Union Pacific Corporation
+0.94%
+$78.96 
LOAR Loar Holdings Inc.
+0.92%
+$2,807.68 
SO The Southern Company
+0.92%
+$198 
IOT Samsara Inc. Class A Common Stock
+0.91%
+$166.6 
MPC Marathon Petroleum Corporation
+0.91%
+$3,869.69 
O Realty Income Corporation
+0.9%
+$451.94 
DUK Duke Energy Corporation
+0.89%
+$4,240.32 
MDLZ Mondelez International, Inc.
+0.89%
+$85.02 
XLE Energy Select Sector SPDR Fund
+0.89%
+$15,441.39 
GEV GE Vernova Inc.
+0.88%
+$948.48 
IAU iShares Gold Trust
+0.87%
+$291.85 
NEE NextEra Energy, Inc.
+0.87%
+$1,080.35 
GLD SPDR Gold Shares
+0.87%
+$33,129.44 
AAAU Goldman Sachs Physical Gold ETF
+0.85%
+$689.1 
CEF Sprott Physical Gold and Silver Trust
+0.85%
+$1.32 
EPD Enterprise Products Partners L.P.
+0.84%
+$734.08 
DG Dollar General Corporation
+0.84%
+$973.7 
WY Weyerhaeuser Company
+0.84%
+$99.22 
XLU Utilities Select Sector SPDR Fund
+0.84%
+$10,797.7 
DKS Dick's Sporting Goods, Inc.
+0.82%
+$3,159.35 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$1,595.62 
VPU Vanguard Utilities ETF
+0.79%
+$156 
OKE ONEOK, Inc.
+0.79%
+$612.25 
OBE Obsidian Energy Ltd.
+0.79%
+$99.96 
BRX Brixmor Property Group Inc.
+0.79%
+$3,256.35 
BLNK Blink Charging Co.
+0.78%
+$0.9 
PFE Pfizer Inc.
+0.78%
+$656.37 
ETN Eaton Corporation plc
+0.77%
+$5,127.05 
XLRE The Real Estate Select Sector SPDR Fund
+0.75%
+$6,707.18 
F Ford Motor Company
+0.74%
+$530.67 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.73%
+$4.81 
KMB Kimberly-Clark Corporation
+0.72%
+$302.64 
ETR Entergy Corporation
+0.7%
+$162 
KHC The Kraft Heinz Company
+0.7%
+$47.73 
RWR SPDR Dow Jones REIT ETF
+0.69%
+$83.94 
AWR American States Water Co.
+0.67%
+$12.98 
MET MetLife Inc.
+0.66%
+$180.42 
DE Deere & Company
+0.66%
+$998.22 
JPM JPMorgan Chase & Co.
+0.64%
+$9,105.8 
FLIN Franklin FTSE India ETF
+0.63%
+$206.14 
Q Qnity Electronics Inc.
+0.63%
+$101.15 
EPR EPR Properties
+0.63%
+$195 
SPLV Invesco S&P 500 Low Volatility ETF
+0.62%
+$162.24 
SJM The J.M. Smucker Company
+0.62%
+$298.2 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$31,795.83 
IBB iShares Biotechnology ETF
+0.61%
+$792.35 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.6%
+$1.86 
MMM 3M Company
+0.59%
+$365.75 
IDV iShares International Select Dividend ETF
+0.58%
+$1.25 
MRP Millrose Properties Inc.
+0.57%
+$68 
SQ Block, Inc.
+0.57%
+$37.6 
SNDK SanDisk Corporation
+0.56%
+$4,668.75 
XLP Consumer Staples Select Sector SPDR Fund
+0.56%
+$11,584.8 
EWY iShares MSCI South Korea ETF
+0.54%
+$125.84 
GPC Genuine Parts Company
+0.53%
+$50.25 
CGW Invesco S&P Global Water Index ETF
+0.51%
+$96.48 
PLD Prologis Inc.
+0.5%
+$356.25 
TLT iShares 20+ Year Treasury Bond ETF
+0.5%
+$446.57 
HPE Hewlett Packard Enterprise Company
+0.49%
+$44 
ULTA Ulta Beauty Inc.
+0.49%
+$104.85 
CEG Constellation Energy Corporation
+0.48%
+$122 
AEE Ameren Corporation
+0.48%
+$8.1 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.47%
+$243.22 
PPG PPG Industries Inc.
+0.47%
+$56 
STX Seagate Technology Holdings plc
+0.47%
+$1,284.8 
PG Procter & Gamble Co
+0.47%
+$1,094.82 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.45%
+$13,943.52 
RY Royal Bank of Canada
+0.43%
+$122.2 
TJX The TJX Companies, Inc.
+0.43%
+$67 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.43%
+$99.85 
DVY iShares Select Dividend ETF
+0.42%
+$1,483.5 
BAC Bank of America Corporation
+0.42%
+$1,708.72 
VDC VANGUARD CONSUMER STAPLES ETF
+0.41%
+$601.65 
WAB Wabtec Corporation
+0.41%
+$1.07 
KYTX Kyverna Therapeutics, Inc.
+0.4%
+$7.5 
MU Micron Technology, Inc.
+0.4%
+$7,412 
AAPL Apple Inc.
+0.4%
+$71,257.02 
PRI Primerica Inc.
+0.4%
+$37.2 
CALM Cal-Maine Foods Inc.
+0.39%
+$172.5 
WBIY WBI Power Factor High Dividend ETF
+0.39%
+$64.79 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.36%
+$0.63 
NUE Nucor Corporation
+0.36%
+$264.49 
VTV Vanguard Value ETF
+0.35%
+$14,624.06 
FVD First Trust Value Line Dividend Index Fund
+0.35%
+$0.53 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.34%
+$31 
FE FirstEnergy Corp.
+0.34%
+$32.17 
LPLA LPL Financial Holdings Inc.
+0.33%
+$51.94 
BLV Vanguard Long-Term Bond ETF
+0.33%
+$8.8 
TDY Teledyne Technologies Incorporated
+0.32%
+$85.57 
ECL Ecolab Inc.
+0.3%
+$438.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$68.77 
QRVO Qorvo Inc.
+0.3%
+$24.25 
MGV Vanguard Mega Cap Value ETF
+0.3%
+$24.25 
HYDR Global X Hydrogen ETF
+0.28%
+$11.02 
AMGN Amgen Inc.
+0.28%
+$187.95 
XLI Industrial Select Sector SPDR Fund
+0.28%
+$8,812.29 
BA Boeing Company
+0.28%
+$195 
AZN AstraZeneca PLC American Depositary Shares
+0.28%
+$46.06 
MDT Medtronic plc
+0.28%
+$115 
STZ Constellation Brands, Inc.
+0.27%
+$111 
TIP iShares TIPS Bond ETF
+0.26%
+$553.02 
BUG Global X Cybersecurity ETF
+0.25%
+$0.4 
CAT Caterpillar Inc.
+0.23%
+$205 
TD The Toronto-Dominion Bank
+0.23%
+$42 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.23%
+$17.95 
WM Waste Management, Inc.
+0.21%
+$52 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$34.5 
GOVT iShares U.S. Treasury Bond ETF
+0.21%
+$626.01 
DGRO iShares Core Dividend Growth ETF
+0.21%
+$256 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.2%
+$18,015.63 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.18%
+$117.72 
RPM RPM International Inc.
+0.18%
+$79.8 
CRWV CoreWeave, Inc.
+0.18%
+$104 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$174.51 
KMI Kinder Morgan, Inc.
+0.17%
+$24.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$620.4 
XLB Materials Select Sector SPDR Fund
+0.17%
+$1,310.02 
FBND Fidelity Total Bond ETF
+0.17%
+$6.9 
MBB iShares MBS ETF
+0.17%
+$864.43 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$526.25 
NZF Nuveen Municipal Credit Income Fund
+0.16%
+$42.68 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.16%
+$2,210.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.16%
+$431.97 
CSX CSX Corporation
+0.16%
+$72 
SDY SPDR S&P Dividend ETF
+0.16%
+$679.14 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.14%
+$17,617.28 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$222.6 
VIS Vanguard Industrials ETF
+0.14%
+$278.19 
AR Antero Resources Corporation
+0.14%
+$3.37 
JCI Johnson Controls International plc
+0.14%
+$28.88 
CDP COPT Defense Properties
+0.13%
+$20 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$544.42 
IEI iShares 3-7 Year Treasury Bond ETF
+0.12%
+$40.91 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$119.67 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.1%
+$48.24 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$46 
MFC Manulife Financial Corporation
+0.09%
+$9.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$0.09 
SPH Suburban Propane Partners L.P.
+0.08%
+$0.41 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.08%
+$48.87 
THQ Abrdn Healthcare Opportunities Fund
+0.08%
+$0.1 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$100.5 
SNA Snap-on Inc.
+0.08%
+$12.16 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$2,470.65 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$21.84 
ROKU Roku, Inc.
+0.07%
+$10 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$342.7 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$4,005.46 
COST Costco Wholesale Corporation
+0.07%
+$283.52 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$1,012.84 
UL Unilever PLC Sponsored American Depositary Receipt
+0.06%
+$3.28 
USB U.S. Bancorp
+0.06%
+$5.84 
BAH Booz Allen Hamilton Holding Corporation
+0.06%
+$4.24 
UPS United Parcel Service, Inc.
+0.06%
+$12.6 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.06%
+$151.65 
IUSV iShares Core S&P U.S. Value ETF
+0.05%
+$104.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$405.32 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$4.47 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$0.07 
MYCG SPDR SSGA 2027 Corp Bond ETF
+0.03%
+$224.92 
TAXE T. Rowe Price Intermediate Municipal Fund
+0.03%
+$52.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$313.57 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$12.68 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.02%
+$2.77 
FLHY Franklin High Yield Corporate Bond Fund
+0.02%
+$81.36 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$573.67 
MYCH SPDR SSGA 2028 Corporate Bond Fund
+0.02%
+$60.69 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$1.01 
CGDG Capital Group Dividend Growers ETF
+0.01%
+$34.1 
GIS General Mills, Inc.
+0.01%
+$2.3 
BNDX Vanguard Total International Bond ETF
+0.01%
+$3.32 
MEAR iShares Short Maturity Bond ETF
+0.01%
+$73.05 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$115.69 
FLMX Franklin FTSE Mexico ETF
+0.01%
+$4.17 
AL Air Lease Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EURN Euronav NV
0%
$0 
FSSL
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
MASI Masimo Corporation
0%
$0 
OS OneStream, Inc.
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
TOKE Cambria Cannabis ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.63%
-$1,067.01 
CDNS Cadence Design Systems, Inc.
-10.34%
-$9,649.92 
NFLX Netflix, Inc.
-8.51%
-$121,187.85 
DJT Trump Media & Technology Group Corp.
-7.79%
-$18.75 
CRDO Credo Technology Group Holding Ltd.
-6.79%
-$2,116.5 
AXON Axon Enterprise, Inc.
-5.89%
-$1,627.92 
META Meta Platforms Inc Class A
-5.24%
-$84,824.92 
U Unity Software Inc.
-4.77%
-$92.16 
FUN Six Flags Entertainment Corporation
-4.24%
-$313.95 
WOLF Wolfspeed, Inc.
-4.12%
-$7.71 
APP AppLovin Corporation Class A Common Stock
-4.09%
-$532.8 
RBLX Roblox Corporation
-3.91%
-$52.75 
OM Outset Medical Inc.
-3.9%
-$5.27 
SOUN SoundHound AI Inc.
-3.88%
-$208.25 
ONDS Ondas Holdings Inc.
-3.76%
-$300 
IBM International Business Machines Corporation
-3.64%
-$1,594 
PSN Parsons Corporation
-3.63%
-$3,238.2 
CEVA Ceva Inc.
-3.57%
-$287.37 
CLS Celestica Inc.
-3.57%
-$12,666.01 
INTC Intel Corporation
-3.55%
-$2,067 
LRCX Lam Research Corporation
-3.51%
-$3,376.5 
MTZ MasTec, Inc. Common Stock
-3.49%
-$1,785 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.42%
-$729 
NMAX Newsmax Inc.
-3.35%
-$171 
PINS Pinterest, Inc. Class A
-3.33%
-$105.49 
BBAI BigBear.ai Holdings Inc.
-3.25%
-$20.9 
LYFT Lyft Inc.
-3.22%
-$103 
NVTS Navitas Semiconductor Corporation
-3.19%
-$75 
COIN Coinbase Global, Inc.
-3.13%
-$351.4 
ACN Accenture plc Class A
-3.13%
-$153.68 
TER Teradyne, Inc.
-3.12%
-$1,631.34 
NYXH Nyxoah SA
-3.09%
-$39.5 
GLW Corning Incorporated
-3%
-$2,075.75 
NOK Nokia Corporation Sponsored ADR
-2.94%
-$3.96 
AMD Advanced Micro Devices, Inc.
-2.92%
-$100,356.09 
SITM SiTime Corporation
-2.92%
-$1,070.54 
ACLS Axcelis Technologies, Inc.
-2.91%
-$372.6 
BLOK Amplify Transformational Data Sharing ETF
-2.87%
-$49.59 
FTFT Future FinTech Group Inc.
-2.78%
-$0.08 
CCJ Cameco Corporation
-2.75%
-$379.2 
SYK Stryker Corporation
-2.74%
-$5,263.51 
MQ Marqeta, Inc. Class A
-2.65%
-$111.03 
TSLA Tesla, Inc.
-2.64%
-$12,106.76 
XOVR ERShares Private-Public Crossover ETF
-2.61%
-$51.5 
MDXG MiMedx Group, Inc.
-2.6%
-$80.5 
A Agilent Technologies Inc.
-2.58%
-$527.25 
SMCI Super Micro Computer Inc
-2.57%
-$120.65 
UBER Uber Technologies, Inc.
-2.56%
-$936.13 
USAR USA Rare Earth, Inc.
-2.55%
-$384.75 
BKNG Booking Holdings Inc.
-2.54%
-$1,172.5 
QCOM QUALCOMM Incorporated
-2.54%
-$2,680.27 
ALNY Alnylam Pharmaceuticals Inc
-2.53%
-$114.56 
MSFT Microsoft Corp.
-2.49%
-$67,215.23 
OKLO Oklo Inc.
-2.46%
-$51.25 
MCHI iShares MSCI China ETF
-2.4%
-$829.4 
RGEN Repligen Corporation
-2.33%
-$69.3 
KTB Kontoor Brands Inc.
-2.32%
-$10,442.76 
ARKK ARK Innovation ETF Fund
-2.3%
-$176 
FITB Fifth Third Bancorp
-2.29%
-$9,094.32 
TDOC Teladoc Health Inc.
-2.27%
-$9.89 
LUV Southwest Airlines Co.
-2.23%
-$2.21 
SLVM Sylvamo Corporation
-2.22%
-$15.84 
QS QuantumScape Corp
-2.2%
-$13 
KO The Coca-Cola Company
-2.14%
-$4,216.94 
ROBO ROBO Global Robotics & Automation Index ETF
-2.14%
-$108.8 
XHE SPDR S&P Health Care Equipment ETF
-2.12%
-$72.01 
TRIP Tripadvisor Inc.
-2.08%
-$93 
SYNA Synaptics Incorporated
-2.07%
-$155.35 
MPWR Monolithic Power Systems, Inc.
-2.06%
-$1,318.1 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.06%
-$2.43 
PLTR Palantir Technologies Inc.
-2.04%
-$4,737.46 
GOOGL Alphabet Inc
-2.03%
-$30,506.4 
UAL United Airlines Holdings, Inc.
-2.03%
-$4,957.37 
ASML ASML Holding N.V. New York Registry Shares
-2.02%
-$863.64 
GOOG Alphabet Inc
-2.02%
-$17,703.79 
JETS U.S. Global Jets ETF
-1.98%
-$13.64 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.98%
-$324 
BABA Alibaba Group Holding Limited SP ADR
-1.98%
-$464 
KGS Kodiak Gas Services Inc.
-1.97%
-$149.5 
CFG Citizens Financial Group, Inc.
-1.96%
-$145.5 
SOFI SoFi Technologies, Inc.
-1.93%
-$83.75 
ERO Ero Copper Corp.
-1.92%
-$333.7 
CHDN Churchill Downs Incorporated
-1.92%
-$89.29 
XLC Communication Services Select Sector SPDR Fund
-1.88%
-$74,774.52 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$113.81 
DRIV Global X Autonomous & Electric Vehicles ETF
-1.87%
-$64.3 
IGM iShares Expanded Tech Sector ETF
-1.85%
-$12,441.6 
AI C3.ai Inc.
-1.85%
-$42.73 
WDFC WD-40 Company
-1.83%
-$470 
QBTS D-Wave Quantum Inc.
-1.83%
-$62 
OWL Blue Owl Capital Inc.
-1.82%
-$17.5 
CTSH Cognizant Technology Solutions Corporation
-1.82%
-$11.34 
V Visa Inc. Class A
-1.81%
-$6,263.4 
FCFS FirstCash Holdings, Inc.
-1.8%
-$389 
WDC Western Digital Corporation
-1.8%
-$3,693.8 
IYW iShares U.S. Technology ETF
-1.77%
-$4,719 
MRVL Marvell Technology, Inc.
-1.75%
-$2,072.41 
VRT Vertiv Holdings Co
-1.73%
-$153 
TLRY Tilray Brands, Inc.
-1.72%
-$0.6 
WYNN Wynn Resorts, Limited
-1.72%
-$4,939.87 
NVO Novo Nordisk A/S Sponsored ADR
-1.71%
-$58.08 
WAT Waters Corporation
-1.7%
-$38.52 
DASH DoorDash, Inc.
-1.69%
-$5,644.78 
FDN First Trust Dow Jones Internet Index Fund
-1.69%
-$2,867.42 
CRCL Circle Internet Group, Inc.
-1.68%
-$204 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.68%
-$9.4 
AMCR Amcor plc
-1.67%
-$150 
DAL Delta Air Lines, Inc.
-1.67%
-$1,152.75 
NVDA NVIDIA Corporation
-1.65%
-$162,819.36 
ARI Apollo Commercial Real Estate Finance Inc.
-1.64%
-$161 
SNOW Snowflake Inc.
-1.64%
-$450.84 
OMF OneMain Holdings Inc.
-1.62%
-$99.5 
URA Global X Uranium ETF
-1.62%
-$615.32 
IBIT iShares Bitcoin Trust
-1.61%
-$190.12 
RCL Royal Caribbean Group
-1.61%
-$472 
CCL Carnival Corporation Ltd.
-1.58%
-$42.5 
RKT Rocket Companies, Inc. Class A
-1.58%
-$0.94 
FSK FS KKR Capital Corp.
-1.57%
-$287.7 
DIS The Walt Disney Company
-1.57%
-$1,748.11 
MA Mastercard Incorporated
-1.57%
-$8,504.1 
AIQ Global X Artificial Intelligence & Technology ETF
-1.57%
-$93 
NWL Newell Brands Inc.
-1.56%
-$13.35 
STWD Starwood Property Trust Inc.
-1.55%
-$265 
KD Kyndryl Holdings Inc.
-1.54%
-$3.7 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$104,710.02 
VUG Vanguard Growth ETF
-1.5%
-$95,479.8 
IEMG iShares Core MSCI Emerging Markets ETF
-1.49%
-$16,093.84 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$399.84 
XLK State Street Technology Select Sector SPDR ETF
-1.47%
-$253,720.37 
EEM iShares MSCI Emerging Markets ETF
-1.46%
-$68,835.63 
AVGO Broadcom Inc.
-1.45%
-$17,696.33 
BAX Baxter International Inc.
-1.44%
-$109.55 
QGRO American Century U.S. Quality Growth ETF
-1.43%
-$34,998.29 
ELV Elevance Health, Inc.
-1.42%
-$302.67 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.42%
-$194 
XSW SPDR S&P Software & Services ETF
-1.39%
-$249.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$25,519.86 
KNX Knight-Swift Transportation Holdings Inc.
-1.36%
-$303.84 
ING ING Groep N.V. Sponsored ADR
-1.35%
-$400.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.32%
-$10,803 
NLY Annaly Capital Management, Inc.
-1.3%
-$503.25 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.3%
-$132 
VGT Vanguard Information Technology ETF
-1.3%
-$8,489.28 
IUSG iShares Core S&P U.S. Growth ETF
-1.29%
-$12,652.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$3,803.86 
AKRE Akre Focus ETF
-1.28%
-$2,638.95 
DEEP Roundhill Acquirers Deep Value ETF
-1.26%
-$3.82 
TROW T. Rowe Price Group, Inc.
-1.26%
-$210 
BSX Boston Scientific Corporation
-1.25%
-$224 
GRC The Gorman-Rupp Company
-1.24%
-$271.35 
WMB The Williams Companies, Inc.
-1.23%
-$2,162 
CRNC Cerence Inc.
-1.19%
-$13.09 
CRM Salesforce Inc
-1.19%
-$770.8 
KRE SPDR S&P Regional Banking ETF
-1.19%
-$481.93 
RGTI Rigetti Computing Inc
-1.17%
-$143.55 
ABNB Airbnb, Inc.
-1.16%
-$124.83 
ARM Arm Holdings plc American Depositary Receipt
-1.16%
-$2,121 
IGV iShares Expanded Tech-Software Sector ETF
-1.15%
-$504.36 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.13%
-$313.95 
LPX Louisiana-Pacific Corporation
-1.12%
-$87.36 
JGRO JPMorgan Active Growth ETF
-1.12%
-$4,252.5 
QUAL iShares MSCI USA Quality Factor ETF
-1.11%
-$2,210.64 
MTH Meritage Homes Corporation
-1.1%
-$209.1 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.09%
-$9.1 
DOCU DocuSign Inc.
-1.09%
-$45.24 
NKE Nike, Inc. - Class B
-1.08%
-$294.72 
ELF Elf Beauty Inc.
-1.07%
-$8 
ESTC Elastic N.V.
-1.06%
-$125.4 
RITM Rithm Capital Corp.
-1.06%
-$150 
PYPL PayPal Holdings Inc
-1.04%
-$231.87 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$330.88 
VSNT Versant Media Group, Inc.
-1.02%
-$5.55 
XLG Invesco S&P 500 Top 50 ETF
-1.01%
-$124 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.01%
-$26.25 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.98%
-$394.35 
KBE SPDR S&P Bank ETF
-0.97%
-$283.56 
OEF iShares S&P 100 ETF
-0.93%
-$278.64 
TAN Invesco Solar ETF
-0.92%
-$1 
BX Blackstone Inc.
-0.92%
-$590 
ADBE Adobe Inc.
-0.9%
-$316.5 
MGM MGM Resorts International
-0.9%
-$1,239 
MTUM iShares MSCI USA Momentum Factor ETF
-0.89%
-$243.45 
MOH Molina Healthcare Inc.
-0.88%
-$871.2 
COHR Coherent Corp.
-0.88%
-$109.57 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.86%
-$38,017.41 
ADP Automatic Data Processing Inc.
-0.85%
-$225.57 
SLG SL Green Realty Corp.
-0.85%
-$704 
TFSL TFS Financial Corp.
-0.84%
-$121.98 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.83%
-$182.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$173.4 
AB AllianceBernstein Holding L.P.
-0.82%
-$75.6 
GGZ Gabelli Global Small & Mid Cap Value Trust
-0.81%
-$1.56 
SPMO Invesco S&P 500 Momentum ETF
-0.79%
-$690 
KEP Korea Electric Power Corporation Sponsored ADR
-0.78%
-$82.35 
SANM Sanmina Corporation
-0.78%
-$288.69 
HERO Global X Video Games & Esports ETF
-0.78%
-$1.56 
ENS EnerSys
-0.77%
-$134.39 
LOW Lowe's Companies Inc.
-0.76%
-$693 
GM General Motors Company
-0.75%
-$174 
VBK Vanguard Small-Cap Growth ETF
-0.74%
-$3,498.48 
LVS Las Vegas Sands Corp.
-0.74%
-$68 
IJR iShares Core S&P Small-Cap ETF
-0.71%
-$7,346.85 
IVV iShares Core S&P 500 ETF
-0.71%
-$5,848.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.71%
-$193.05 
MS Morgan Stanley
-0.71%
-$155 
AVSC Avantis U.S. Small Cap Equity ETF
-0.71%
-$18,969.08 
IWB iShares Russell 1000 ETF
-0.71%
-$296.31 
C Citigroup Inc.
-0.71%
-$345.96 
VOO Vanguard S&P 500 ETF
-0.7%
-$1,190.94 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.7%
-$5,776.8 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$7,077.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$47.7 
STE STERIS plc
-0.69%
-$532 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.68%
-$121,645.24 
NSA National Storage Affiliates Trust
-0.67%
-$61 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.67%
-$31,689.34 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$19,713.52 
KEY KeyCorp
-0.67%
-$468.8 
CMCSA Comcast Corp
-0.66%
-$63.2 
FELE Franklin Electric Co., Inc.
-0.66%
-$92.23 
RIVN Rivian Automotive, Inc.
-0.64%
-$11 
SKYY First Trust Cloud Computing ETF
-0.64%
-$87.5 
ASEA Global X FTSE Southeast Asia ETF
-0.64%
-$263.52 
EPOL iShares MSCI Poland ETF
-0.64%
-$287.56 
SCHW Charles Schwab Corporation
-0.64%
-$131 
OLED Universal Display Corporation
-0.63%
-$12.51 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.62%
-$46,457.66 
IWN iShares Russell 2000 Value ETF
-0.62%
-$91 
NVT nVent Electric plc
-0.61%
-$2,867.94 
KBWB Invesco KBW Bank ETF
-0.61%
-$60 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$11,749.64 
ARES Ares Management Corporation
-0.6%
-$1,910.25 
TRMB Trimble Inc.
-0.59%
-$33.92 
NOW ServiceNow, Inc.
-0.58%
-$1,647.6 
BTI British American Tobacco p.l.c. ADR
-0.57%
-$69.48 
HBAN Huntington Bancshares Incorporated
-0.57%
-$563.01 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.56%
-$33.08 
EFA iShares MSCI EAFE ETF
-0.54%
-$10.17 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.52%
-$38,828.4 
ENPH Enphase Energy, Inc.
-0.52%
-$301.22 
VB Vanguard Small-Cap ETF
-0.52%
-$1,458.38 
GLNG Golar LNG Ltd.
-0.51%
-$1,938 
HLI Houlihan Lokey Inc.
-0.51%
-$16.06 
RA Brookfield Real Assets Income Fund Inc.
-0.5%
-$65 
IWM iShares Russell 2000 ETF
-0.49%
-$682.95 
QLYS Qualys, Inc.
-0.49%
-$30.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$1,888.39 
AMZN Amazon.com Inc
-0.48%
-$32,958.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.47%
-$2,999.74 
RDVY First Trust Rising Dividend Achievers ETF
-0.47%
-$6.84 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$14,189 
MDY SPDR S&P MidCap 400 ETF Trust
-0.46%
-$1,174.75 
GNRC Generac Holdings Inc.
-0.45%
-$97 
TEL TE Connectivity plc
-0.44%
-$46.54 
TPR Tapestry Inc.
-0.43%
-$186 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.43%
-$13.87 
CLX The Clorox Company
-0.42%
-$42 
PEP PepsiCo, Inc.
-0.42%
-$422.81 
ICLR ICON plc
-0.41%
-$26.6 
HYLN Hyliion Holdings Corp.
-0.4%
-$0.1 
SOLV Solventum Corporation
-0.39%
-$15.68 
JHMM John Hancock Multifactor Mid Cap ETF
-0.38%
-$149.91 
PWR Quanta Services Inc.
-0.38%
-$87.12 
ACES ALPS Clean Energy ETF
-0.37%
-$12 
ETSY Etsy Inc.
-0.36%
-$23.18 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$413.6 
ALRM Alarm.com Holdings Inc.
-0.35%
-$17.86 
URI United Rentals, Inc.
-0.34%
-$153.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.33%
-$880.47 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.33%
-$336.26 
ITRI Itron Inc.
-0.32%
-$26.8 
PNC The PNC Financial Services Group, Inc.
-0.31%
-$99.84 
WBD Warner Bros. Discovery, Inc.
-0.28%
-$26.48 
DLY DoubleLine Yield Opportunities Fund
-0.27%
-$144.78 
HD The Home Depot, Inc.
-0.27%
-$1,405.2 
TKR Timken Co.
-0.27%
-$43.87 
HSY The Hershey Company
-0.27%
-$791.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$9,273.87 
XLF Financial Select Sector SPDR Fund
-0.26%
-$14,516.85 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.26%
-$2,096.66 
MLN VanEck Long Muni ETF
-0.26%
-$1,668.02 
AWF AllianceBernstein Global High Income Fund Inc.
-0.25%
-$0.23 
SHW The Sherwin-Williams Company
-0.24%
-$170.1 
DOV Dover Corporation
-0.23%
-$37.12 
NAD Nuveen Quality Municipal Income Fund
-0.21%
-$0.2 
XSMO Invesco S&P SmallCap Momentum ETF
-0.2%
-$12.24 
IWS iShares Russell Mid-Cap Value ETF
-0.18%
-$5.18 
EFV iShares MSCI EAFE Value ETF
-0.18%
-$3.92 
GLPI Gaming and Leisure Properties, Inc.
-0.18%
-$2.16 
BEPC Brookfield Renewable Corporation
-0.18%
-$0.06 
AVMU Avantis Core Municipal Fixed Income ETF
-0.17%
-$319.52 
PRF Invesco FTSE RAFI US 1000 ETF
-0.17%
-$814.43 
TREX Trex Company, Inc.
-0.16%
-$6.6 
AAOI Applied Optoelectronics, Inc.
-0.15%
-$23.25 
FDX FedEx Corporation
-0.15%
-$7.2 
PAVE Global X U.S. Infrastructure Development ETF
-0.15%
-$75.73 
MCN XAI Madison Equity Premium Income Fund
-0.15%
-$3.32 
TWLO Twilio Inc.
-0.14%
-$43.5 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.14%
-$7,009.93 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.14%
-$22 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.13%
-$16.53 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.12%
-$80.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$52.47 
VO Vanguard Mid-Cap ETF
-0.09%
-$11.48 
MCD McDonald's Corporation
-0.08%
-$501.86 
BIT BlackRock Multi-Sector Income Trust
-0.08%
-$10 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$39.2 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$83.49 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$6.34 
AEM Agnico Eagle Mines Limited
-0.06%
-$6.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.06%
-$5,599.9 
NEM Newmont Corporation
-0.06%
-$0.9 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$7.72 
KEYS Keysight Technologies, Inc.
-0.05%
-$218.85 
PGX Invesco Preferred ETF
-0.05%
-$33.79 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$6.33 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.03%
-$265.35 
BINC iShares Flexible Income Active ETF
-0.03%
-$5.66 
IWD iShares Russell 1000 Value ETF
-0.03%
-$6.37 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.03%
-$113.67 
PFFD Global X U.S. Preferred ETF
-0.03%
-$0.03 
HNDL NASDAQ 7 Handl Index ETF
-0.02%
-$0.03 
VAW Vanguard Materials ETF
-0.02%
-$11.16 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$6.71 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$0.02 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$9.9 
BXP Boston Properties, Inc.
-0.01%
-$4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2008 | Longs Won 1304/2008 64% | Profit Factor 13.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $201,384.25 |
| Average Win $44,091.33 | Best Trade (Jul 13) $6.06M | Sharpe Ratio -10.49 |
| Average Loss -$5,887.11 | Worst Trade (Jul 17) -$345,603.44 | Z-Score 12.12 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $26,569.01 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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