Millstone Evans Group LLC Portfolio
Invests via Millstone Evans Group LLC | Managed by The Millstone Evans Group LLC, Sacha Millstone, Gregory Evans, Ben Kirby
Invests via Millstone Evans Group LLC
Managed by The Millstone Evans Group LLC, Sacha Millstone, Gregory Evans, Ben Kirby
Automatically Tracked
Company Profile
Delivers integrated construction, real estate development and facilities-management capabilities for commercial and industrial clients, deploying private capital and contract revenue to underwrite projects and stabilize cash flow. Millstone Evans Group LLC structures delivery through in-house project management, selective joint ventures and short- to medium-term asset holds, targeting value creation from redevelopment and lease-up cycles. The firm’s balance-sheet approach supports bidding on structured contracts and opportunistic acquisitions, making it a counterparty for lenders and institutional allocators seeking operationally backed real-estate exposure. Management background emphasizes engineering, construction operations and capital markets relationships that align operating performance with asset returns.
Delivers integrated construction, real estate development and facilities-management capabilities for commercial and industrial clients, deploying private capital and contract revenue to underwrite projects and stabilize cash flow. Millstone Evans Group LLC structures delivery through in-house project management, selective joint ventures and short- to medium-term asset holds, targeting value creation from redevelopment and lease-up cycles. The firm’s balance-sheet approach supports bidding on structured contracts and opportunistic acquisitions, making it a counterparty for lenders and institutional allocators seeking operationally backed real-estate exposure. Management background emphasizes engineering, construction operations and capital markets relationships that align operating performance with asset returns.
Investment Philosophy & Strategy
Adopts a balance-sheet driven, operationally focused real estate investment approach that combines construction expertise with targeted capital deployment. Prioritizes short- to medium-term holds and value-add redevelopment to capture upside from lease-up and stabilization cycles, underwriting projects via in-house project management and selective JVs. Risk discipline centers on contract-backed revenue, predictable cash flow from facilities management, and conservative bid-ready capital structures that appeal to lenders and institutional allocators seeking tactically managed, operationally enhanced commercial and industrial property exposure.
Adopts a balance-sheet driven, operationally focused real estate investment approach that combines construction expertise with targeted capital deployment. Prioritizes short- to medium-term holds and value-add redevelopment to capture upside from lease-up and stabilization cycles, underwriting projects via in-house project management and selective JVs. Risk discipline centers on contract-backed revenue, predictable cash flow from facilities management, and conservative bid-ready capital structures that appeal to lenders and institutional allocators seeking tactically managed, operationally enhanced commercial and industrial property exposure.
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:
28.97%
Gain -0.68%
Monthly
1.19%
Yearly
15.26%
Drawdown
18.13%
$189.09M
Equity
Holdings
$189.09M
Investment
$152.69M
$41.74M
Profit -$1.21M
Realized
$5.34M
Unrealized
$36.4M
Dividends
$4.01M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.21M
Win %
67%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.36M
Win %
67%
This Month
Compared to last month
Gain
0.85%
Profit
$1.59M
Win %
67%
This Year
Compared to last year
Gain
2.58%
Profit
$4.79M
Win %
67%
IR Ingersoll Rand Inc.
+10.33%
+$1,058.55 
MICC The Magnum Ice Cream Company N.V.
+6.02%
+$599.1 
AR Antero Resources Corporation
+5.8%
+$875.61 
MUR Murphy Oil Corporation
+4.99%
+$167.16 
BRBR BellRing Brands Inc.
+4.23%
+$38 
FANG Diamondback Energy Inc
+4.15%
+$3,412.5 
EQNR Equinor ASA Sponsored ADR
+4.14%
+$372 
KMI Kinder Morgan, Inc.
+3.92%
+$308.4 
PBA Pembina Pipeline Corporation
+3.86%
+$4,650 
NOC Northrop Grumman Corporation
+3.83%
+$573.45 
TRGP Targa Resources Corp.
+3.78%
+$8,131.29 
BP BP p.l.c. Sponsored ADR
+3.71%
+$1,414.46 
RTX RTX Corporation
+3.69%
+$2,504.7 
PRMB Primo Brands Corp. Common Stock
+3.58%
+$1,846.88 
EQT EQT Corporation
+3.56%
+$16.83 
NI NiSource Inc.
+3.53%
+$39.28 
EOG EOG Resources, Inc.
+3.38%
+$2,786.4 
LMT Lockheed Martin Corporation
+3.36%
+$1,199.97 
COP ConocoPhillips
+3.3%
+$2,873.52 
TRP TC Energy Corporation
+3.25%
+$1,689.74 
BTI British American Tobacco p.l.c. ADR
+3.23%
+$31.87 
TTE TotalEnergies SE
+3.16%
+$431.2 
EXE Expand Energy Corporation
+3.08%
+$316.4 
DVN Devon Energy Corporation
+2.89%
+$1,596 
OKE ONEOK, Inc.
+2.89%
+$136.24 
CMS CMS Energy Corporation
+2.87%
+$55.68 
ALL Allstate Corporation
+2.86%
+$7,458.23 
SHEL Shell plc
+2.85%
+$1,180 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$219.8 
CCI Crown Castle Inc.
+2.79%
+$3,608.14 
SOBO South Bow Corporation
+2.7%
+$17.29 
PM Philip Morris International Inc.
+2.67%
+$3,019.93 
NGG National Grid plc Sponsored ADR
+2.6%
+$515 
CVX Chevron Corporation
+2.59%
+$19,192.37 
LHX L3Harris Technologies, Inc.
+2.59%
+$579.39 
WEC WEC Energy Group Inc.
+2.57%
+$253.89 
RPRX Royalty Pharma plc
+2.54%
+$148.47 
IXC iShares Global Energy ETF
+2.46%
+$6,847.85 
SLB Schlumberger Limited
+2.43%
+$143.35 
HONA Honeywell Aerospace Inc.
+2.43%
+$384.12 
RLI RLI Corp.
+2.42%
+$312.48 
EXC Exelon Corporation
+2.39%
+$761.25 
XLE Energy Select Sector SPDR Fund
+2.39%
+$2,009.76 
PEP PepsiCo, Inc.
+2.34%
+$7,041 
UL Unilever PLC Sponsored American Depositary Receipt
+2.33%
+$1,793.96 
AEP American Electric Power Company, Inc.
+2.33%
+$182.07 
BKR Baker Hughes Company
+2.3%
+$96.25 
WMB The Williams Companies, Inc.
+2.3%
+$1,354.68 
XOM Exxon Mobil Corporation
+2.3%
+$17,162.84 
NEM Newmont Corporation
+2.24%
+$28.49 
CBOE Cboe Global Markets Inc.
+2.21%
+$27.2 
ORI Old Republic International Corp.
+2.2%
+$455.6 
CHH Choice Hotels International Inc.
+2.17%
+$1,055.6 
DUK Duke Energy Corporation
+2.17%
+$879.78 
EVRG Evergy Inc.
+2.1%
+$168.07 
CNP CenterPoint Energy Inc.
+2.1%
+$230.46 
SO The Southern Company
+2.09%
+$2,605.41 
AMT American Tower Corporation
+2.08%
+$2,627.4 
ATO Atmos Energy Corporation
+2.04%
+$86.97 
DKS Dick's Sporting Goods, Inc.
+2.04%
+$97.58 
GD General Dynamics Corporation
+2.04%
+$734.02 
PPL PPL Corporation
+2.03%
+$1,614.2 
CCEP Coca-Cola Europacific Partners PLC
+2.02%
+$46.62 
FDXF FedEx Freight Holding Company Inc.
+1.99%
+$475.2 
PBH Prestige Consumer Healthcare Inc.
+1.97%
+$328.83 
BGR BlackRock Energy & Resources Trust
+1.97%
+$365.65 
PGR Progressive Corporation
+1.95%
+$221.01 
CAG Conagra Brands Inc.
+1.94%
+$22.27 
PNW Pinnacle West Capital Corporation
+1.94%
+$11.82 
PEG Public Service Enterprise Group Incorporated
+1.91%
+$178.22 
LYB LyondellBasell Industries N.V.
+1.9%
+$72.59 
AIG American International Group Inc.
+1.87%
+$5.92 
ET Energy Transfer L.P.
+1.84%
+$109.5 
USB U.S. Bancorp
+1.81%
+$193.44 
BRO Brown & Brown Inc.
+1.81%
+$322.26 
THG Hanover Insurance Group, Inc.
+1.8%
+$1,804.29 
CB Chubb Limited
+1.78%
+$881.3 
VTRS Viatris Inc.
+1.78%
+$57.2 
EMLP First Trust North American Energy Infrastructure Fund
+1.77%
+$32,717.19 
HII Huntington Ingalls Industries Inc.
+1.74%
+$65.17 
MDLZ Mondelez International, Inc.
+1.74%
+$1,188.08 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.67%
+$63.6 
FE FirstEnergy Corp.
+1.67%
+$13.68 
AON Aon plc
+1.66%
+$438.84 
RNR Renaissancere Holdings Ltd.
+1.66%
+$68.64 
HLN Haleon Plc - ADR
+1.66%
+$97.68 
KO The Coca-Cola Company
+1.66%
+$4,334.05 
HIG The Hartford Insurance Group, Inc.
+1.66%
+$475.2 
MO Altria Group, Inc.
+1.65%
+$1,956.15 
POST Post Holdings Inc.
+1.63%
+$957.6 
SRE Sempra
+1.62%
+$174.23 
TJX The TJX Companies, Inc.
+1.58%
+$890.81 
VMC Vulcan Materials Company
+1.56%
+$7.86 
CWST Casella Waste Systems Inc.
+1.55%
+$207.7 
WMG Warner Music Group Corp.
+1.53%
+$18.35 
VRSK Verisk Analytics Inc.
+1.5%
+$47.94 
MSI Motorola Solutions, Inc.
+1.49%
+$613.8 
TSN Tyson Foods Inc.
+1.49%
+$62.79 
HSY The Hershey Company
+1.48%
+$2,846.81 
BUD Anheuser-Busch InBev S.A. ADR
+1.48%
+$3.6 
WTW Willis Towers Watson Public Limited Company
+1.47%
+$191.1 
ACN Accenture plc Class A
+1.45%
+$380.25 
AWK American Water Works Company, Inc.
+1.44%
+$720 
TFC Truist Financial Corporation
+1.43%
+$1,689.77 
TRV The Travelers Companies, Inc.
+1.42%
+$788.8 
PG Procter & Gamble Co
+1.41%
+$15,033.84 
PSX Phillips 66
+1.41%
+$492.47 
KHC The Kraft Heinz Company
+1.4%
+$22.43 
AFL Aflac Inc.
+1.39%
+$929.88 
ICE Intercontinental Exchange, Inc.
+1.38%
+$190.53 
NWE NorthWestern Energy Group, Inc.
+1.38%
+$35.7 
XLU Utilities Select Sector SPDR Fund
+1.37%
+$546.06 
WY Weyerhaeuser Company
+1.37%
+$326.48 
VPU Vanguard Utilities ETF
+1.36%
+$218.05 
L Loews Corporation
+1.35%
+$1,690.61 
IDA Idacorp Inc.
+1.34%
+$49.41 
XEL Xcel Energy Inc.
+1.33%
+$2,057 
WTRG Essential Utilities Inc.
+1.33%
+$7.49 
KMB Kimberly-Clark Corporation
+1.32%
+$441.14 
NOV Nov Inc.
+1.31%
+$37.73 
CL Colgate-Palmolive Company
+1.31%
+$2,199.78 
STZ Constellation Brands, Inc.
+1.28%
+$810.08 
D Dominion Energy, Inc.
+1.27%
+$913.6 
PKG Packaging Corporation of America
+1.26%
+$5.88 
AGO Assured Guaranty Ltd.
+1.23%
+$46.44 
CME CME Group Inc.
+1.22%
+$488.52 
TAP Molson Coors Beverage Company
+1.22%
+$423.23 
GSK GSK plc Sponsored ADR
+1.2%
+$287.33 
KR Kroger Co.
+1.2%
+$325.4 
COF Capital One Financial Corporation
+1.18%
+$1,272.96 
NEE NextEra Energy, Inc.
+1.17%
+$1,954.08 
AXS AXIS Capital Holdings Limited
+1.15%
+$37.29 
MRP Millrose Properties Inc.
+1.15%
+$39.52 
COST Costco Wholesale Corporation
+1.14%
+$8,276.9 
TM Toyota Motor Corporation
+1.14%
+$1,251.32 
ETR Entergy Corporation
+1.12%
+$74.56 
CLX The Clorox Company
+1.11%
+$10.56 
PAA Plains All American Pipeline, L.P.
+1.11%
+$67.2 
CNA CNA Financial Corporation
+1.1%
+$11.96 
KVUE Kenvue Inc.
+1.1%
+$4,879.41 
XLP Consumer Staples Select Sector SPDR Fund
+1.1%
+$474.05 
OTIS Otis Worldwide Corporation
+1.09%
+$45.43 
CHD Church & Dwight Co., Inc.
+1.09%
+$1,183.84 
PHG Koninklijke Philips N.V.
+1.08%
+$673.75 
TMUS T-Mobile US, Inc.
+1.08%
+$268.71 
DEO Diageo plc Sponsored ADR
+1.07%
+$50.5 
WM Waste Management, Inc.
+1.06%
+$2,491.37 
MRSH Marsh & McLennan Companies, Inc.
+1.04%
+$2,447.25 
WPC W. P. Carey Inc.
+1.02%
+$443.52 
EXLS ExlService Holdings Inc.
+1.02%
+$63.6 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$56,769.17 
QSR Restaurant Brands International Inc.
+1%
+$13.41 
MNST Monster Beverage Corporation
+1%
+$216.58 
JNJ Johnson & Johnson
+1%
+$24,417.02 
O Realty Income Corporation
+1%
+$416.25 
KIM Kimco Realty Corporation
+0.97%
+$5.5 
CI The Cigna Group
+0.96%
+$1,100.16 
RGA Reinsurance Group of America, Inc.
+0.96%
+$604.67 
FERG Ferguson Enterprises Inc
+0.96%
+$32.85 
MAR Marriott International Inc. - Class A
+0.95%
+$1,770.25 
DRI Darden Restaurants, Inc.
+0.94%
+$2,597.72 
SPLV Invesco S&P 500 Low Volatility ETF
+0.94%
+$371.13 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.94%
+$88.74 
VTR Ventas Inc.
+0.93%
+$11.78 
LIN Linde plc
+0.9%
+$304.63 
MFC Manulife Financial Corporation
+0.89%
+$553.8 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.88%
+$255.3 
LAMR Lamar Advertising Company
+0.87%
+$107.94 
GNR SPDR S&P Global Natural Resources ETF
+0.86%
+$85.8 
INGR Ingredion Inc.
+0.86%
+$336 
MET MetLife Inc.
+0.86%
+$85.14 
F Ford Motor Company
+0.85%
+$422.73 
ADP Automatic Data Processing Inc.
+0.85%
+$5,506.4 
HLT Hilton Worldwide Holdings Inc.
+0.85%
+$17.52 
SPGI S&P Global Inc.
+0.84%
+$1,632.48 
DOV Dover Corporation
+0.84%
+$334.15 
ICFI ICF International Inc.
+0.83%
+$2,776.48 
VSNT Versant Media Group, Inc.
+0.83%
+$72.02 
ABBV AbbVie Inc.
+0.81%
+$5,707.95 
FNF Fidelity National Financial, Inc.
+0.81%
+$7.68 
JPM JPMorgan Chase & Co.
+0.81%
+$30,396.6 
KNF Knife River Corporation
+0.78%
+$90.09 
NNN NNN REIT, Inc.
+0.78%
+$77.76 
ROK Rockwell Automation, Inc.
+0.78%
+$192.93 
BLK BlackRock, Inc.
+0.77%
+$197.68 
XIFR Xplr Infrastructure Partners L.P.
+0.76%
+$120.3 
PSA Public Storage Common Stock
+0.76%
+$288.32 
GE General Electric Company
+0.76%
+$8,101.88 
VZ Verizon Communications Inc.
+0.76%
+$3,236.43 
IVT InvenTrust Properties Corp.
+0.75%
+$203.62 
ZBH Zimmer Biomet Holdings, Inc.
+0.75%
+$113.6 
LOW Lowe's Companies Inc.
+0.75%
+$269.01 
WMT Walmart Inc.
+0.75%
+$3,969.22 
CF CF Industries Holdings, Inc.
+0.75%
+$24.16 
PNC The PNC Financial Services Group, Inc.
+0.74%
+$5,148.8 
SWKS Skyworks Solutions Inc.
+0.73%
+$672.75 
BFAM Bright Horizons Family Solutions Inc.
+0.72%
+$29.58 
FMC FMC Corporation
+0.71%
+$4.04 
HWM Howmet Aerospace Inc.
+0.71%
+$1,255.8 
SYK Stryker Corporation
+0.71%
+$3,727.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$8,933.11 
DVY iShares Select Dividend ETF
+0.69%
+$405.48 
MCK McKesson Corporation
+0.69%
+$342.5 
BALL Ball Corp.
+0.69%
+$39.13 
RF Regions Financial Corporation
+0.68%
+$252.9 
ITW Illinois Tool Works Inc.
+0.68%
+$226.92 
GLPI Gaming and Leisure Properties, Inc.
+0.65%
+$7.65 
DOW Dow Inc.
+0.64%
+$1.33 
OZK Bank OZK
+0.63%
+$16.82 
NAD Nuveen Quality Municipal Income Fund
+0.63%
+$14.17 
WFC Wells Fargo & Company
+0.63%
+$694.72 
EGBN Eagle Bancorp Inc.
+0.62%
+$386.75 
ORLY O'Reilly Automotive Inc.
+0.62%
+$726.55 
GFL GFL Environmental Inc.
+0.62%
+$191.97 
BCE BCE Inc.
+0.62%
+$19.37 
ZTS Zoetis Inc.
+0.61%
+$69.6 
SDY SPDR S&P Dividend ETF
+0.61%
+$95.88 
C Citigroup Inc.
+0.61%
+$1,063.5 
WHD Cactus Inc.
+0.6%
+$173.53 
AAPL Apple Inc.
+0.59%
+$106,433.8 
MRK Merck & Co., Inc.
+0.59%
+$9,036.5 
APD Air Products and Chemicals, Inc.
+0.59%
+$1,912.25 
VICI Vici Properties Inc.
+0.57%
+$2.16 
ELME Elme Communities
+0.57%
+$4.51 
SMG Scotts Miracle-Gro Co.
+0.57%
+$10.85 
LLY Eli Lilly and Company
+0.56%
+$9,778.11 
EUDG WisdomTree Europe Quality Dividend Growth Fund
+0.56%
+$133.03 
PJT PJT Partners Inc.
+0.56%
+$4.56 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.55%
+$250.38 
CPRT Copart Inc.
+0.54%
+$10.8 
RS Reliance Inc.
+0.54%
+$112.2 
DLR Digital Realty Trust, Inc.
+0.54%
+$232.18 
MWA Mueller Water Products Inc.
+0.53%
+$322 
AAP Advance Auto Parts Inc.
+0.52%
+$2.53 
NSC Norfolk Southern Corporation
+0.52%
+$5,664.43 
CWT California Water Service Group
+0.52%
+$540 
DFNL Davis Select Financial ETF
+0.51%
+$825 
V Visa Inc. Class A
+0.51%
+$5,038.8 
GOLF Acushnet Holdings Corp.
+0.5%
+$112.4 
BA Boeing Company
+0.5%
+$144.59 
GDX VanEck Gold Miners ETF
+0.49%
+$430 
LDOS Leidos Holdings Inc.
+0.49%
+$6.71 
FLO Flowers Foods, Inc.
+0.49%
+$22.71 
TD The Toronto-Dominion Bank
+0.48%
+$261 
ICF iShares Cohen & Steers Realty Majors ETF
+0.48%
+$161.2 
RY Royal Bank of Canada
+0.47%
+$2.76 
SSD Simpson Manufacturing Co., Inc.
+0.47%
+$88.56 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.47%
+$56.32 
BSX Boston Scientific Corporation
+0.45%
+$86.4 
HLI Houlihan Lokey Inc.
+0.45%
+$89.9 
SBUX Starbucks Corporation
+0.45%
+$5,143.01 
LAZ Lazard Ltd.
+0.44%
+$2.4 
AVTR Avantor Inc.
+0.43%
+$69.58 
HD The Home Depot, Inc.
+0.43%
+$651.24 
PAYX Paychex Inc.
+0.43%
+$0.48 
BUSE First Busey Corporation
+0.43%
+$1,668.75 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.43%
+$255.6 
XYL Xylem Inc.
+0.42%
+$410.22 
XLB Materials Select Sector SPDR Fund
+0.41%
+$1,156.68 
HXL Hexcel Corporation
+0.41%
+$473.04 
NUE Nucor Corporation
+0.4%
+$89.61 
DFIV Dimensional International Value ETF
+0.4%
+$20.02 
LVHI Franklin International Low Volatility High Dividend ETF
+0.4%
+$124.78 
GIS General Mills, Inc.
+0.4%
+$447.2 
SNA Snap-on Inc.
+0.39%
+$15.62 
MAS Masco Corporation
+0.39%
+$13.72 
PFGC Performance Food Group Co.
+0.39%
+$113.25 
ZION Zions Bancorporation, National Association
+0.38%
+$273.6 
TILE Interface Inc.
+0.38%
+$601.42 
CMCSA Comcast Corp
+0.37%
+$712 
USFD US Foods Holding Corp
+0.36%
+$119.88 
NLOP Net Lease Office Properties.
+0.36%
+$4.45 
PNFP Pinnacle Financial Partners Inc.
+0.34%
+$194.68 
PFE Pfizer Inc.
+0.34%
+$624.3 
ALLE Allegion plc
+0.32%
+$25 
TU TELUS Corporation
+0.3%
+$0.42 
XLRE The Real Estate Select Sector SPDR Fund
+0.3%
+$27.12 
CP Canadian Pacific Kansas City Limited
+0.29%
+$126 
HAS Hasbro Inc.
+0.28%
+$3.08 
TT Trane Technologies plc
+0.28%
+$178.71 
SON Sonoco Products Co.
+0.28%
+$4.62 
WTFC Wintrust Financial Corporation
+0.27%
+$135.72 
EWBC East West Bancorp Inc.
+0.26%
+$7.26 
SEDG SolarEdge Technologies Inc.
+0.26%
+$160 
MCD McDonald's Corporation
+0.25%
+$1,119.35 
CACI Caci International Inc.
+0.25%
+$48.96 
MDIV FT Multi-Asset Diversified Income Fund
+0.25%
+$12.4 
BNY BlackRock New York Municipal Income Trust
+0.25%
+$151.59 
UNP Union Pacific Corporation
+0.25%
+$1,070.7 
PPI ASTORIA REAL ASSETS ETF
+0.25%
+$368.78 
ONL Orion Office REIT Inc.
+0.24%
+$0.04 
H Hyatt Hotels Corporation
+0.24%
+$27.2 
DFIC Dimensional International Core Equity Market ETF
+0.23%
+$997.73 
PNR Pentair plc
+0.23%
+$11.04 
VNQ Vanguard Real Estate ETF
+0.22%
+$45 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$73.81 
ASGI abrdn Global Infrastructure Fund
+0.21%
+$78.28 
GPC Genuine Parts Company
+0.2%
+$2.97 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.19%
+$19.04 
FNDF Schwab Fundamental International Large Company Index ETF
+0.19%
+$1,170.04 
KTB Kontoor Brands Inc.
+0.18%
+$5.94 
DFGR Dimensional Global Real Estate ETF
+0.18%
+$70.05 
CARR Carrier Global Corporation
+0.18%
+$8.8 
DON WisdomTree U.S. MidCap Dividend Fund
+0.18%
+$42.6 
VOE Vanguard Mid-Cap Value ETF
+0.18%
+$171.19 
PH Parker-Hannifin Corporation
+0.17%
+$82.32 
TBLU Tortoise Global Water ESG Fund
+0.17%
+$12.82 
ABT Abbott Laboratories
+0.17%
+$399.52 
IGRO iShares International Dividend Growth ETF
+0.15%
+$118.12 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.15%
+$53.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.15%
+$4.76 
VYMI Vanguard International High Dividend Yield Index Fund
+0.15%
+$2,265 
XLF Financial Select Sector SPDR Fund
+0.14%
+$417.12 
VGSR Vert Global Sustainable Real Estate ETF
+0.14%
+$21.12 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$30.42 
FRI First Trust S&P REIT Index Fund
+0.14%
+$8.06 
BLDX Impax Global Infrastructure ETF
+0.12%
+$12,095.82 
DIHP Dimensional International High Profitability Portfolio
+0.12%
+$30.84 
JMUB JPMorgan Municipal Bond ETF
+0.11%
+$32.67 
FITB Fifth Third Bancorp
+0.11%
+$0.39 
DISV Dimensional International Small Cap Equity Fund
+0.1%
+$34.34 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$89.68 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$933.92 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$31.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.1%
+$108.42 
NVS Novartis AG Sponsored ADR
+0.09%
+$434.28 
IMCV iShares Morningstar Mid-Cap ETF
+0.09%
+$3,124.77 
VTV Vanguard Value ETF
+0.08%
+$260.46 
VGLT Vanguard Long-Term Treasury Fund
+0.08%
+$10.84 
KEY KeyCorp
+0.07%
+$7.65 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$99.3 
IYF iShares U.S. Financials ETF
+0.07%
+$213.03 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.07%
+$140 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$9.18 
LECO Lincoln Electric Holdings, Inc.
+0.05%
+$1,107.62 
CRAI CRA International Inc.
+0.05%
+$9.55 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$1.27 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$3.36 
UBSI United Bankshares, Inc.
+0.04%
+$266.56 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.04%
+$16.78 
GVA Granite Construction Incorporated
+0.04%
+$1.8 
OGN Organon & Co.
+0.04%
+$3.89 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$0.84 
DCI Donaldson Company, Inc.
+0.03%
+$6.36 
PHM PulteGroup Inc.
+0.03%
+$37.03 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$0.77 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$13.08 
TECH Bio-Techne Corporation
+0.03%
+$8.46 
BND Vanguard Total Bond Market Index Fund
+0.02%
+$2.76 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$34.12 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.02%
+$0.13 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.02%
+$3.69 
ACA Arcosa Inc.
+0.01%
+$4.52 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$24.41 
IVLU iShares MSCI International Value Factor ETF
+0.01%
+$1.44 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.01%
+$0.09 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$13 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$6.96 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$15.05 
BIRD Allbirds, Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
+$0.39 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
+$0.07 
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ZNOV
ZNOV
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$4,261.95 
NEEXU NextEra Energy, Inc.
-10.49%
-$744.4 
AVXL Anavex Life Sciences Corp.
-10.47%
-$465 
MSTR Strategy Inc.
-10.24%
-$775 
OUST Ouster, Inc.
-9.88%
-$619 
FROG JFrog Ltd
-9.59%
-$5,469.21 
RR Richtech Robotics Inc.
-9.51%
-$9.45 
XRXDW Xerox Holdings Corporation Warrant
-9.09%
-$0.86 
MRNA Moderna, Inc.
-9.08%
-$1,868.33 
XRX Xerox Holdings Corporation
-8.58%
-$20.01 
FLEX Flex Ltd.
-8.27%
-$62,143.75 
BUR Burford Capital Limited
-8.21%
-$135 
OKLO Oklo Inc.
-7.98%
-$62.27 
PANW Palo Alto Networks, Inc.
-7.75%
-$7,031.5 
PLTR Palantir Technologies Inc.
-7.63%
-$1,606.5 
CRWD CrowdStrike Holdings, Inc.
-7.53%
-$7,368 
JBLU JetBlue Airways Corporation
-7.46%
-$280.82 
COHR Coherent Corp.
-7.44%
-$2,255.44 
COIN Coinbase Global, Inc.
-7.14%
-$78.72 
BE Bloom Energy Corporation
-7.02%
-$1,659 
ARM Arm Holdings plc American Depositary Receipt
-6.93%
-$1,697 
PATH Uipath Inc.
-6.86%
-$47 
INTC Intel Corporation
-6.39%
-$32,593.68 
AMD Advanced Micro Devices, Inc.
-5.99%
-$44,740.29 
SHOP Shopify Inc.
-5.73%
-$755.91 
MU Micron Technology, Inc.
-5.73%
-$2,028.67 
AKAM Akamai Technologies Inc.
-5.69%
-$152.25 
HPE Hewlett Packard Enterprise Company
-5.62%
-$2,652.47 
AEIS Advanced Energy Industries Inc.
-5.57%
-$1,192.55 
CCOI Cogent Communications Holdings, Inc.
-5.39%
-$13.05 
BYND Beyond Meat Inc.
-5.37%
-$22.53 
IGV iShares Expanded Tech-Software Sector ETF
-5.06%
-$205.16 
CWS AdvisorShares Focused Equity ETF
-5.01%
-$26,737.53 
ENTG Entegris, Inc.
-5.01%
-$1,972.48 
UAL United Airlines Holdings, Inc.
-4.97%
-$4,531.5 
LRCX Lam Research Corporation
-4.95%
-$8,285.21 
KLAC KLA Corporation
-4.94%
-$431 
SLDP Solid Power, Inc.
-4.93%
-$211.26 
NTAP NetApp, Inc.
-4.92%
-$5,367.02 
NOW ServiceNow, Inc.
-4.91%
-$874.8 
CCSI Consensus Cloud Solutions, Inc.
-4.88%
-$381.91 
XITK SPDR FactSet Innovative Technology ETF
-4.83%
-$3,183.6 
XOS Xos Inc.
-4.82%
-$4.75 
ORCL Oracle Corporation
-4.79%
-$134,415.68 
AMAT Applied Materials, Inc.
-4.78%
-$4,354.48 
GLW Corning Incorporated
-4.72%
-$35,348.65 
SG Sweetgreen Inc.
-4.72%
-$450 
CRSP Crispr Therapeutics AG
-4.66%
-$52.8 
META Meta Platforms Inc Class A
-4.56%
-$3,629.34 
NOK Nokia Corporation Sponsored ADR
-4.49%
-$64.5 
NEOG Neogen Corporation
-4.44%
-$937.4 
NXT Nextracker Inc.
-4.4%
-$4,983.86 
AVGO Broadcom Inc.
-4.38%
-$7,333.74 
SUPP TCW Transform Supply Chain E Fund
-4.37%
-$14,849.65 
ALK Alaska Air Group Inc.
-4.19%
-$1,565.19 
LMND Lemonade Inc.
-4.19%
-$1.92 
DELL Dell Technologies Inc.
-4.15%
-$157.2 
ONTO Onto Innovation Inc.
-4.1%
-$1,580.32 
PBW Invesco WilderHill Clean Energy ETF
-4.05%
-$378.42 
MLAB Mesa Laboratories Inc.
-3.96%
-$607.2 
LAR Lithium Argentina AG
-3.88%
-$3.7 
MRVI Maravai Lifesciences Holdings Inc.
-3.75%
-$42.93 
MRCY Mercury Systems Inc.
-3.7%
-$336.77 
ATEC Alphatec Holdings Inc.
-3.57%
-$142.35 
ALB Albemarle Corporation
-3.54%
-$163.56 
SPCX Space Exploration Technologies Corp. Class A
-3.51%
-$668.16 
AVT Avnet Inc.
-3.43%
-$1,087.79 
JBL Jabil Inc.
-3.41%
-$2,545.4 
NFLX Netflix, Inc.
-3.36%
-$5,585.77 
JHAI Janus Henderson Global Artificial Intelligence ETF
-3.34%
-$5.6 
DAL Delta Air Lines, Inc.
-3.33%
-$1,729 
KEYS Keysight Technologies, Inc.
-3.32%
-$749.76 
FSLR First Solar, Inc.
-3.28%
-$64.57 
HLNE Hamilton Lane Inc.
-3.26%
-$331.84 
QCOM QUALCOMM Incorporated
-3.21%
-$8,067.84 
SNPS Synopsys, Inc.
-3.21%
-$210.28 
MP MP Materials Corp.
-3.2%
-$199.5 
XLK State Street Technology Select Sector SPDR ETF
-3.13%
-$3,054.72 
LUV Southwest Airlines Co.
-3.1%
-$1,657.15 
CHRW C.H. Robinson Worldwide, Inc.
-3.07%
-$987.84 
KN Knowles Corporation
-3.07%
-$1,031.38 
IYW iShares U.S. Technology ETF
-3.02%
-$3,519 
SKM SK Telecom Co., Ltd.
-3.02%
-$29.7 
BXMT Blackstone Mortgage Trust Inc
-3.02%
-$1,241.5 
IRDM Iridium Communications Inc.
-3.01%
-$6,117.82 
CVCO Cavco Industries Inc.
-3.01%
-$48.37 
VGT Vanguard Information Technology ETF
-2.99%
-$5,204.72 
MHK Mohawk Industries, Inc.
-2.99%
-$133.2 
RAL Ralliant Corporation
-2.98%
-$719.55 
IPGP IPG Photonics Corporation
-2.92%
-$4,300 
ADBE Adobe Inc.
-2.9%
-$650.59 
WAY Waystar Holding Corp.
-2.89%
-$168.71 
TSLA Tesla, Inc.
-2.88%
-$730.8 
MTUM iShares MSCI USA Momentum Factor ETF
-2.85%
-$533.51 
ZD Ziff Davis, Inc.
-2.81%
-$1,041.4 
IBB iShares Biotechnology ETF
-2.8%
-$87.15 
IWP iShares Russell Mid-Cap Growth ETF
-2.78%
-$1,455.42 
RDDT Reddit Inc Class A
-2.77%
-$424.32 
ETN Eaton Corporation plc
-2.77%
-$9,854.29 
VBK Vanguard Small-Cap Growth ETF
-2.75%
-$3,542 
PBE Invesco Biotechnology & Genome ETF
-2.74%
-$4,820.31 
LH Labcorp Holdings Inc.
-2.73%
-$124.18 
IWO iShares Russell 2000 Growth ETF
-2.71%
-$37.76 
BX Blackstone Inc.
-2.71%
-$1,456.32 
QQQ Invesco QQQ Trust, Series 1
-2.69%
-$3,255.26 
QQQM Invesco NASDAQ 100 ETF
-2.68%
-$9,985.69 
BMRN Biomarin Pharmaceutical Inc.
-2.66%
-$32.78 
HCA HCA Healthcare Inc.
-2.65%
-$5,228.82 
GOOGL Alphabet Inc
-2.65%
-$75,222.84 
UA Under Armour Inc.
-2.63%
-$23.87 
SOLV Solventum Corporation
-2.62%
-$2,419.6 
VOX Vanguard Communication Services ETF
-2.62%
-$5,216.76 
GOOG Alphabet Inc
-2.59%
-$98,810.45 
EMN Eastman Chemical Company
-2.56%
-$81.75 
NLR VanEck Uranium and Nuclear ETF
-2.55%
-$61.5 
MIR Mirion Technologies, Inc.
-2.54%
-$305.73 
NUMG Nuveen ESG Mid-Cap Growth ETF
-2.53%
-$1,570.97 
FDUS Fidus Investment Corporation
-2.52%
-$1,802.82 
MSFT Microsoft Corp.
-2.51%
-$234,247.52 
SCHW Charles Schwab Corporation
-2.5%
-$1,548.65 
TTWO Take-Two Interactive Software, Inc.
-2.47%
-$170.61 
CSCO Cisco Systems, Inc.
-2.44%
-$27,566.9 
BBH VanEck Biotech ETF
-2.43%
-$221.63 
NVST Envista Holdings Corporation
-2.4%
-$756.53 
IWF iShares Russell 1000 Growth ETF
-2.4%
-$16,509.2 
UAA Under Armour Inc.
-2.36%
-$21.85 
MEDP Medpace Holdings Inc.
-2.35%
-$147.9 
NULG Nuveen ESG Large-Cap Growth ETF
-2.34%
-$1,814.7 
EBAY eBay Inc.
-2.34%
-$7,296.75 
XLC Communication Services Select Sector SPDR Fund
-2.33%
-$104.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.33%
-$1,247.4 
ISCG iShares Morningstar Small-Cap Growth ETF
-2.28%
-$405.88 
SFM Sprouts Farmers Market, Inc.
-2.27%
-$3,548.5 
CRL Charles River Laboratories International, Inc.
-2.23%
-$109.44 
VUG Vanguard Growth ETF
-2.23%
-$7,867.62 
MANH Manhattan Associates Inc.
-2.21%
-$185.74 
DGX Quest Diagnostics Inc.
-2.21%
-$782.18 
FRDM Freedom 100 Emerging Markets ETF
-2.19%
-$1,715.7 
BABA Alibaba Group Holding Limited SP ADR
-2.18%
-$4,518.14 
CBRE CBRE Group Inc.
-2.16%
-$99.62 
LPLA LPL Financial Holdings Inc.
-2.16%
-$615.09 
AMZN Amazon.com Inc
-2.11%
-$50,141.6 
FTCI FTC Solar, Inc.
-2.11%
-$3.36 
ITRI Itron Inc.
-2.11%
-$4,216.17 
SF Stifel Financial Corp.
-2.1%
-$104.04 
CRM Salesforce Inc
-2.1%
-$12,829.7 
IUSG iShares Core S&P U.S. Growth ETF
-2.1%
-$475.02 
VOOG Vanguard S&P 500 Growth ETF
-2.1%
-$64.26 
VXF Vanguard Extended Market ETF
-2.1%
-$3,993.71 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$158.1 
TOST Toast Inc.
-2.06%
-$166.25 
CHGX AXS Change Finance ESG ETF
-2.06%
-$3,242.31 
ADSK Autodesk, Inc.
-2.05%
-$95.57 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.05%
-$343.6 
MJ Amplify Alternative Harvest ETF
-2.04%
-$11.96 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.01%
-$784.85 
FLG Flagstar Bank, National Association
-2%
-$282.37 
ON ON Semiconductor Corporation
-2%
-$116.13 
IQV IQVIA Holdings Inc.
-1.98%
-$5,005.55 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-1.96%
-$35.81 
WAT Waters Corporation
-1.95%
-$20,727.82 
EL The Estée Lauder Companies Inc. Class A
-1.94%
-$56.16 
EEM iShares MSCI Emerging Markets ETF
-1.94%
-$286.44 
EW Edwards Lifesciences Corporation
-1.93%
-$759.9 
LSGR Natixis Loomis Sayles Focused Growth ETF
-1.92%
-$267.52 
BC Brunswick Corporation
-1.92%
-$504 
NDSN Nordson Corporation
-1.92%
-$460.63 
PWRD TCW Transform Systems ETF
-1.91%
-$28,289.28 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.86%
-$426.22 
IEMG iShares Core MSCI Emerging Markets ETF
-1.86%
-$1,529.75 
IWM iShares Russell 2000 ETF
-1.84%
-$16,739.79 
VTWO Vanguard Russell 2000 ETF
-1.84%
-$59.16 
CDNS Cadence Design Systems, Inc.
-1.83%
-$83.16 
RVTY Revvity Inc.
-1.83%
-$960.5 
INTU Intuit Inc.
-1.81%
-$11.94 
DFEV Dimensional Emerging Markets Value ETF
-1.79%
-$307.1 
VMI Valmont Industries, Inc.
-1.78%
-$481.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.77%
-$1,612.65 
WCC Wesco International Inc.
-1.77%
-$3,708.65 
XTN SPDR S&P Transportation ETF
-1.74%
-$13.84 
VLUE iShares MSCI USA Value Factor ETF
-1.73%
-$328.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.72%
-$2,971.98 
NYT New York Times Co.
-1.71%
-$118 
ADI Analog Devices, Inc.
-1.7%
-$6,522.25 
BKNG Booking Holdings Inc.
-1.7%
-$5,005.5 
DE Deere & Company
-1.69%
-$3,250.07 
ESGV Vanguard ESG U.S. Stock ETF
-1.68%
-$14,676.55 
PWR Quanta Services Inc.
-1.66%
-$255.6 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.64%
-$1,454.06 
BAX Baxter International Inc.
-1.63%
-$42 
UTHR United Therapeutics Corporation
-1.62%
-$1,662.5 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.61%
-$289.38 
GS The Goldman Sachs Group, Inc.
-1.6%
-$4,980.5 
STT State Street Corp
-1.59%
-$1,802.26 
MTB M&T Bank Corporation
-1.59%
-$455.88 
FSCO FS Credit Opportunities Corp.
-1.56%
-$437.76 
XLG Invesco S&P 500 Top 50 ETF
-1.55%
-$629.64 
UBER Uber Technologies, Inc.
-1.53%
-$1,030.05 
WCMI First Trust WCM International Equity ETF
-1.52%
-$493.62 
DXYZ Destiny Tech100 Inc.
-1.52%
-$303.16 
A Agilent Technologies Inc.
-1.51%
-$351.12 
DSI iShares MSCI KLD 400 Social ETF
-1.51%
-$491.7 
IT Gartner Inc.
-1.51%
-$297.35 
HQH Tekla Healthcare Investors
-1.5%
-$581.16 
SPOT Spotify Technology S.A.
-1.5%
-$103.74 
TGT Target Corporation
-1.49%
-$3,694.86 
MHO M/I Homes Inc.
-1.49%
-$50.76 
BWA BorgWarner Inc.
-1.48%
-$51.33 
BEN Franklin Resources Inc.
-1.48%
-$225.99 
CEG Constellation Energy Corporation
-1.48%
-$1,136.8 
VB Vanguard Small-Cap ETF
-1.46%
-$4,476.33 
WSO Watsco Inc.
-1.44%
-$8.65 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.44%
-$120.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.44%
-$5,816.98 
MSCI MSCI Inc.
-1.44%
-$24.78 
SIRI Sirius XM Holdings Inc.
-1.44%
-$43.29 
NVDA NVIDIA Corporation
-1.43%
-$249,148.32 
JCI Johnson Controls International plc
-1.41%
-$6,391.84 
GAP Gap Inc.
-1.39%
-$66.95 
OEF iShares S&P 100 ETF
-1.38%
-$1,748.24 
BDX Becton, Dickinson and Company
-1.38%
-$569.77 
LW Lamb Weston Holdings, Inc.
-1.37%
-$99.83 
EQIX Equinix, Inc.
-1.37%
-$1,886.46 
XJH iShares ESG Screened S&P Mid-Cap ETF
-1.37%
-$96.53 
JSTC Adasina Social Justice All Cap Global ETF
-1.37%
-$107.57 
SCHB Schwab U.S. Broad Market ETF
-1.37%
-$401.76 
DVYE iShares Emerging Markets Dividend ETF
-1.35%
-$604.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.34%
-$2,692.46 
ECL Ecolab Inc.
-1.34%
-$666.9 
SCHM Schwab U.S. Mid-Cap ETF
-1.33%
-$921.84 
DVA DaVita Inc.
-1.33%
-$110.44 
BMY Bristol-Myers Squibb Company
-1.32%
-$3,906.4 
XJR iShares ESG Screened S&P Small-Cap ETF
-1.32%
-$31.36 
ADX Adams Diversified Equity Fund, Inc.
-1.32%
-$352.24 
MEM Matthews Emerging Markets Equity Active ETF
-1.31%
-$71.11 
FXI iShares China Large-Cap ETF
-1.3%
-$695.98 
VST Vistra Corp
-1.3%
-$18 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.29%
-$3,792.6 
VOTE TCW Transform 500 ETF
-1.29%
-$2,274.8 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.29%
-$32.06 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-1.28%
-$939.8 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.28%
-$728 
VPL Vanguard FTSE Pacific ETF
-1.27%
-$452.41 
BITO ProShares Bitcoin ETF
-1.27%
-$6.72 
IWV ISHARES RUSSELL 3000 ETF
-1.26%
-$1,146.08 
IWB iShares Russell 1000 ETF
-1.26%
-$2,538.18 
SUSA iShares MSCI USA ESG Select ETF
-1.26%
-$1,449.57 
LAUR Laureate Education Inc.
-1.25%
-$245 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.25%
-$1,683.49 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$19,768.24 
SPY SPDR S&P 500 ETF Trust
-1.25%
-$19,019.25 
VOO Vanguard S&P 500 ETF
-1.25%
-$25,327.75 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.24%
-$119.34 
IVV iShares Core S&P 500 ETF
-1.24%
-$2,603.03 
IBIT iShares Bitcoin Trust
-1.23%
-$600.87 
BBY Best Buy Co., Inc.
-1.23%
-$269.12 
DHR Danaher Corporation
-1.22%
-$1,235.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.22%
-$35.36 
XVV iShares ESG Screened S&P 500
-1.21%
-$1,747.87 
VNO Vornado Realty Trust
-1.2%
-$45.2 
UNH UnitedHealth Group Incorporated
-1.2%
-$3,625.85 
SNPE Xtrackers S&P 500 ESG ETF
-1.2%
-$110.69 
BEP Brookfield Renewable Partners L.P.
-1.19%
-$362.1 
IWR iShares Russell Mid-Cap ETF
-1.18%
-$2,492.28 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-1.18%
-$454.08 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-1.17%
-$388.8 
JHMM John Hancock Multifactor Mid Cap ETF
-1.16%
-$474.89 
SPHQ Invesco S&P 500 Quality ETF
-1.16%
-$487.06 
JHSC John Hancock Multifactor Small Cap ETF
-1.15%
-$158.47 
BETZ Roundhill Sports Betting & iGaming ETF
-1.14%
-$12.16 
TROW T. Rowe Price Group, Inc.
-1.13%
-$95.45 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.13%
-$5.45 
IBM International Business Machines Corporation
-1.13%
-$16,978.55 
IJR iShares Core S&P Small-Cap ETF
-1.13%
-$606.05 
VT Vanguard Total World Stock ETF
-1.12%
-$891.78 
PYPL PayPal Holdings Inc
-1.12%
-$1,702.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.11%
-$4,516.05 
NUSC Nuveen ESG Small-Cap ETF
-1.1%
-$1,353.78 
URI United Rentals, Inc.
-1.09%
-$160.58 
IJH iShares Core S&P Mid-Cap ETF
-1.09%
-$4,743.19 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.09%
-$637 
ACWI iShares MSCI ACWI ETF
-1.08%
-$94.6 
MDY SPDR S&P MidCap 400 ETF Trust
-1.07%
-$15,858.7 
VFC V.F. Corporation
-1.06%
-$43.74 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$189.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-1.03%
-$10,467.15 
LGND Ligand Pharmaceuticals Inc.
-1.02%
-$406.98 
AKRE Akre Focus ETF
-1.02%
-$460.2 
ALSN Allison Transmission Holdings Inc.
-1.02%
-$259.9 
CSD Invesco S&P Spin-Off ETF
-1.02%
-$9.05 
PLD Prologis Inc.
-1.02%
-$334.11 
GEHC GE HealthCare Technologies Inc.
-1.01%
-$753.31 
BEPC Brookfield Renewable Corporation
-1%
-$35.67 
HSIC Henry Schein, Inc.
-1%
-$125.28 
KBH KB Home
-1%
-$1,066.18 
IWN iShares Russell 2000 Value ETF
-1%
-$33.6 
SXI Standex International Corporation
-0.99%
-$132.5 
DUHP Dimensional US High Profitability ETF
-0.98%
-$788.34 
DCOR Dimensional US Core Equity 1 ETF
-0.98%
-$5,026.73 
GILD Gilead Sciences Inc.
-0.98%
-$632.94 
QUAL iShares MSCI USA Quality Factor ETF
-0.97%
-$654.16 
STE STERIS plc
-0.96%
-$1,455.84 
AGM Federal Agricultural Mortgage Corporation
-0.96%
-$150.48 
FCX Freeport-McMoRan Inc.
-0.96%
-$57.62 
AZN AstraZeneca PLC American Depositary Shares
-0.95%
-$170.13 
PAYC Paycom Software, Inc.
-0.95%
-$28.92 
TREX Trex Company, Inc.
-0.95%
-$3,300 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.95%
-$630 
XMHQ Invesco S&P MidCap Quality ETF
-0.93%
-$1,198.62 
AMP Ameriprise Financial, Inc.
-0.92%
-$408.32 
TRN Trinity Industries Inc.
-0.92%
-$359.55 
RCL Royal Caribbean Group
-0.91%
-$53.34 
MS Morgan Stanley
-0.9%
-$1,805.64 
ADSE ADS-TEC Energy PLC
-0.9%
-$58.5 
SHW The Sherwin-Williams Company
-0.9%
-$2,999.7 
ALNY Alnylam Pharmaceuticals Inc
-0.9%
-$21 
NULV Nuveen ESG Large-Cap Value ETF
-0.87%
-$690.65 
ASML ASML Holding N.V. New York Registry Shares
-0.87%
-$201.6 
CAT Caterpillar Inc.
-0.86%
-$1,100.28 
COLB Columbia Banking System, Inc.
-0.86%
-$5.63 
GPN Global Payments Inc.
-0.84%
-$22.72 
BAC Bank of America Corporation
-0.84%
-$2,007.09 
PSLV Sprott Physical Silver Trust
-0.83%
-$930 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.83%
-$4,870.14 
LEN Lennar Corporation
-0.82%
-$284.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.82%
-$1,065.9 
ASH Ashland Inc.
-0.82%
-$153.27 
WLY John Wiley & Sons Inc.
-0.81%
-$444.19 
EMR Emerson Electric Co.
-0.81%
-$3,962.72 
VO Vanguard Mid-Cap ETF
-0.8%
-$1,192.88 
NMRK Newmark Group Inc.
-0.8%
-$156.37 
APO Apollo Global Management, Inc.
-0.8%
-$24.03 
IJS iShares S&P Small-Cap 600 Value ETF
-0.78%
-$393.82 
WSM Williams-Sonoma, Inc.
-0.78%
-$330.96 
NWSA News Corporation
-0.78%
-$4 
MGA Magna International Inc.
-0.77%
-$408 
SOLS Sollensys Corp
-0.77%
-$21.16 
RJF Raymond James Financial Inc.
-0.76%
-$22,866 
MTN Vail Resorts, Inc.
-0.76%
-$1.16 
FICO Fair Isaac Corporation
-0.75%
-$5.75 
MDT Medtronic plc
-0.73%
-$2,843.24 
MIDD The Middleby Corporation
-0.73%
-$184.86 
FEX First Trust Large Cap Core Fund A
-0.73%
-$406.89 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.7%
-$3,678.9 
MMM 3M Company
-0.68%
-$5,861.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.68%
-$2,907.57 
IXUS iShares Core International Stock ETF
-0.67%
-$51.66 
ALC Alcon Inc.
-0.66%
-$78.76 
EFG iShares MSCI EAFE Growth ETF
-0.64%
-$55.44 
KNX Knight-Swift Transportation Holdings Inc.
-0.64%
-$28.56 
AMG Affiliated Managers Group Inc.
-0.64%
-$587.94 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.63%
-$1,834.39 
ITB iShares U.S. Home Construction ETF
-0.63%
-$555.9 
UPS United Parcel Service, Inc.
-0.62%
-$295.85 
MOAT VanEck Morningstar Wide Moat Fund
-0.62%
-$754.17 
YUM Yum! Brands, Inc.
-0.62%
-$4.65 
ERTH Invesco MSCI Sustainable Future ETF
-0.61%
-$984.83 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.61%
-$140.13 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$2,336.74 
BIIB Biogen Inc.
-0.6%
-$70.25 
GEV GE Vernova Inc.
-0.59%
-$4,593.78 
PKW Invesco BuyBack Achievers ETF
-0.58%
-$334.25 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$3,417.36 
LSTR Landstar System Inc.
-0.58%
-$83.52 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
-0.58%
-$1,941.04 
CLVT Clarivate Plc
-0.57%
-$26.34 
IWS iShares Russell Mid-Cap Value ETF
-0.57%
-$18,774.85 
MCHP Microchip Technology Incorporated
-0.57%
-$319.62 
TDY Teledyne Technologies Incorporated
-0.56%
-$318.04 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.55%
-$101.4 
SQM Quimica y Minera Chilena S.A. ADR
-0.55%
-$33 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.53%
-$244.44 
OMC Omnicom Group Inc.
-0.52%
-$50.4 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.52%
-$169.68 
FDX FedEx Corporation
-0.51%
-$665.76 
COR Cencora, Inc.
-0.51%
-$38.5 
WBS Webster Financial Corporation
-0.51%
-$21.2 
IHI iShares U.S. Medical Devices ETF
-0.51%
-$337.7 
ADM Archer-Daniels-Midland Co
-0.49%
-$615 
PIO Invesco Global Water ETF
-0.49%
-$1,106.6 
MAT Mattel Inc.
-0.49%
-$5.36 
FOF Cohen & Steers Closed-End Opportunity Fund
-0.49%
-$8.52 
FIW First Trust Water ETF
-0.48%
-$693.68 
PPG PPG Industries Inc.
-0.48%
-$189.52 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.48%
-$799.94 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.47%
-$75.87 
NXPI NXP Semiconductors N.V.
-0.46%
-$18.19 
WAB Wabtec Corporation
-0.46%
-$919.19 
DHI D.R. Horton, Inc.
-0.45%
-$88.2 
FDS FactSet Research Systems Inc.
-0.45%
-$10.8 
SWK Stanley Black & Decker Inc.
-0.45%
-$207.5 
PAVE Global X U.S. Infrastructure Development ETF
-0.43%
-$158.24 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$11.22 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$756.5 
DIS The Walt Disney Company
-0.42%
-$1,358.38 
AMGN Amgen Inc.
-0.41%
-$1,191.21 
ISRG Intuitive Surgical, Inc.
-0.4%
-$22.36 
PGX Invesco Preferred ETF
-0.4%
-$172.64 
PCF High Income Securities Fund
-0.39%
-$32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.39%
-$176.31 
IRM Iron Mountain Inc.
-0.38%
-$6.02 
DFSV Dimensional US Small Cap Value ETF
-0.38%
-$423.4 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.38%
-$155.94 
SPHY SPDR Portfolio High Yield Bond ETF
-0.38%
-$702.95 
FSUN FirstSun Capital Bancorp
-0.37%
-$109.2 
LKQ LKQ Corporation
-0.36%
-$24.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.35%
-$3,494.16 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.35%
-$113.83 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$5.12 
BMI Badger Meter Inc.
-0.35%
-$655.6 
VONV Vanguard Russell 1000 Value Index Fund
-0.35%
-$10.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$0.3 
XLV Health Care Select Sector SPDR Fund
-0.33%
-$1,794.52 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$155.59 
PHO Invesco Water Resources ETF
-0.32%
-$742.95 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.32%
-$0.2 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.32%
-$23.27 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.32%
-$338.85 
IWD iShares Russell 1000 Value ETF
-0.31%
-$831.2 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.31%
-$51.26 
TXN Texas Instruments Inc
-0.3%
-$373.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.3%
-$13.42 
ORA Ormat Technologies Inc.
-0.3%
-$4.5 
MSM MSC Industrial Direct Co., Inc.
-0.29%
-$2.28 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.29%
-$574.91 
BROS Dutch Bros Inc.
-0.27%
-$11 
KD Kyndryl Holdings Inc.
-0.27%
-$22.3 
HBAN Huntington Bancshares Incorporated
-0.26%
-$241.12 
OAKM Oakmark U.S. Large Cap ETF
-0.24%
-$1,117.8 
ROP Roper Technologies Inc.
-0.24%
-$10.01 
EFA iShares MSCI EAFE ETF
-0.22%
-$197.8 
IWX iShares Russell Top 200 Value ETF
-0.22%
-$8.25 
SYF Synchrony Financial
-0.22%
-$3.84 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$960.34 
ESS Essex Property Trust, Inc.
-0.21%
-$5.04 
FOXA Fox Corporation
-0.2%
-$8.97 
CWEN Clearway Energy Inc.
-0.2%
-$51.48 
TEL TE Connectivity plc
-0.2%
-$94.92 
CCC CCC Intelligent Solutions Holdings Inc.
-0.2%
-$17.58 
NXST Nexstar Media Group Inc.
-0.2%
-$2.9 
IYJ iShares U.S. Industrials ETF
-0.19%
-$457.5 
VLTO Veralto Corporation
-0.19%
-$16.96 
T AT&T Inc.
-0.19%
-$958.32 
IEFA iShares Core MSCI EAFE ETF
-0.19%
-$696.52 
UHT Universal Health Realty Income Trust
-0.18%
-$9.8 
NUV Nuveen Municipal Value Fund, Inc.
-0.18%
-$7.5 
TSCO Tractor Supply Company
-0.18%
-$4.5 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$12.47 
BNDX Vanguard Total International Bond ETF
-0.17%
-$15.44 
AES AES Corporation
-0.17%
-$2.73 
CVS CVS Health Corporation
-0.17%
-$143.84 
GM General Motors Company
-0.17%
-$274.26 
BOH Bank of Hawaii Corporation
-0.16%
-$9.79 
GLDM SPDR Gold MiniShares Trust
-0.16%
-$776.88 
IVE ISHARES S&P 500 VALUE ETF
-0.16%
-$264.55 
HYXF iShares ESG Advanced High Yield Fund
-0.16%
-$17.57 
EFX Equifax Inc.
-0.15%
-$8.25 
VOOV Vanguard S&P 500 Value ETF
-0.15%
-$380.46 
AXP American Express Company
-0.15%
-$1,089.03 
GLD SPDR Gold Shares
-0.15%
-$200.57 
UNM Unum Group
-0.15%
-$83.7 
MCO Moody's Corporation
-0.14%
-$2.07 
NKE Nike, Inc. - Class B
-0.14%
-$2.25 
IAU iShares Gold Trust
-0.13%
-$25.52 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.12%
-$202.43 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.12%
-$193.82 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$80.22 
SNY Sanofi American Depositary Receipt
-0.11%
-$3.69 
CMI Cummins Inc.
-0.1%
-$305.75 
MA Mastercard Incorporated
-0.1%
-$444.8 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$17.25 
HWC Hancock Whitney Corporation
-0.1%
-$15.05 
VLO Valero Energy Corporation
-0.09%
-$151.7 
FNDC Schwab Fundamental International Small Company Index ETF
-0.09%
-$7.79 
FTSL First Trust Senior Loan ETF
-0.09%
-$11.04 
COWZ Pacer US Cash Cows 100 ETF
-0.09%
-$608.34 
GATX GATX Corporation
-0.08%
-$2.34 
MPC Marathon Petroleum Corporation
-0.08%
-$66.43 
MBB iShares MBS ETF
-0.08%
-$1.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.07%
-$24.87 
MMIN NYLI MacKay Muni Insured ETF
-0.07%
-$85.09 
RCI Rogers Communications Inc.
-0.06%
-$0.14 
IEUR iShares Core MSCI Europe ETF
-0.06%
-$1.17 
SYY Sysco Corporation
-0.06%
-$6.17 
BLMN Bloomin' Brands Inc.
-0.05%
-$2.48 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.05%
-$11.56 
MUB iShares National Muni Bond ETF
-0.05%
-$0.45 
DGCB Dimensional Global Credit Fund
-0.05%
-$53.1 
VGK Vanguard FTSE Europe ETF
-0.04%
-$73.36 
IYG iShares U.S. Financial Services ETF
-0.04%
-$35.49 
DUSA Davis Select U.S. Equity ETF
-0.04%
-$15.36 
CGW Invesco S&P Global Water Index ETF
-0.03%
-$4.55 
GDXJ VanEck Junior Gold Miners ETF
-0.03%
-$42.06 
WELL Welltower Inc.
-0.03%
-$2.04 
RBC RBC Bearings Incorporated
-0.03%
-$10.01 
TXNM TxnM Energy Inc.
-0.03%
-$0.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$0.72 
CSX CSX Corporation
-0.01%
-$6.2 Events
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Dividends
Dividend Analysis
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| Trades 2343 | Longs Won 1523/2343 65% | Profit Factor 10.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $183,990.14 |
| Average Win $30,423.65 | Best Trade (Oct 15) $6.53M | Sharpe Ratio -9.96 |
| Average Loss -$5,641.34 | Worst Trade (Oct 15) -$473,148.32 | Z-Score 12.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 2d | Expectancy $17,812.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 132 | $17,733 | $22,821.48 | - | $5,088.48 | 28.69% | -1.515% |
| AAP Advance Auto Parts Inc. | 11 | $520 | $485.65 | - | -$34.35 | -6.61% | +0.524% |
| AAPL Apple Inc. | 52,690 | $13.17M | $18.13M | - | $4.95M | 37.6% | +0.591% |
| ABBV AbbVie Inc. | 2,498 | $467,611.61 | $713,641.13 | - | $246,029.52 | 52.61% | +0.806% |
| ABT Abbott Laboratories | 2,283 | $262,232.1 | $239,383.96 | - | -$22,848.14 | -8.71% | +0.167% |
| ACA Arcosa Inc. | 226 | $21,863 | $33,228.78 | - | $11,365.78 | 51.99% | +0.014% |
| ACN Accenture plc Class A | 117 | $38,652.78 | $26,695.89 | - | -$11,956.89 | -30.93% | +1.445% |
| ACWI iShares MSCI ACWI ETF | 55 | $7,567.87 | $8,663.05 | - | $1,095.18 | 14.47% | -1.08% |
| ADBE Adobe Inc. | 89 | $39,518.62 | $21,748.04 | - | -$17,770.58 | -44.97% | -2.905% |
| ADI Analog Devices, Inc. | 948 | $205,216.61 | $376,422.36 | - | $171,205.75 | 83.43% | -1.703% |
| ADM Archer-Daniels-Midland Co | 1,500 | $76,128.52 | $123,780 | - | $47,651.48 | 62.59% | -0.494% |
| ADP Automatic Data Processing Inc. | 2,266 | $656,157.39 | $652,789.28 | - | -$3,368.11 | -0.51% | +0.851% |
| ADSE ADS-TEC Energy PLC | 650 | $10,082 | $6,441.5 | - | -$3,640.5 | -36.11% | -0.9% |
| ADSK Autodesk, Inc. | 19 | $3,694 | $4,562.47 | - | $868.47 | 23.51% | -2.052% |
| ADX Adams Diversified Equity Fund, Inc. | 1,036 | $21,104.83 | $26,366.2 | - | $5,261.37 | 24.93% | -1.318% |
| AEIS Advanced Energy Industries Inc. | 85 | $9,828.5 | $20,234.25 | - | $10,405.75 | 105.87% | -5.566% |
| AEP American Electric Power Company, Inc. | 63 | $6,590.7 | $8,012.34 | - | $1,421.64 | 21.57% | +2.325% |
| AES AES Corporation | 109 | $1,402.76 | $1,629 | - | $226.24 | 16.13% | -0.167% |
| AFL Aflac Inc. | 567 | $59,524.09 | $67,864.23 | - | $8,340.14 | 14.01% | +1.389% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,011 | $300,717.55 | $287,294.56 | - | -$13,422.99 | -4.46% | +0.005% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Millstone Evans Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Oracle Corporation - $974,765.99, Western Copper and Gold Corporation - $468,059.95, Dimensional International Core Equity Market ETF - $452,514.02, GE Vernova Inc - $399,359.23, and General Electric Company - $393,775.57. 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: Automatic Data Processing Inc - $67,113.45, Tesla, Inc - $46,137.17, Comcast Corp - $33,259.01, Compass Diversified Holdings - $24,412.1, and Sweetgreen Inc - $18,757.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Millstone Evans Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.01M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $134,633, iShares Morningstar Mid-Cap ETF - $120,107.14, Apple Inc - $103,101.8, Microsoft Corp - $100,895.45, and First Trust North American Energy Infrastructure Fund - $97,800.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Millstone Evans Group LLC's monthly returns?
Millstone Evans Group 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 Millstone Evans Group LLC's strategy be considered aggressive or moderate?
Millstone Evans Group 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 Millstone Evans Group LLC's strategy?
Millstone Evans Group 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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