DN
Daniel Newman Portfolio
Invests via Noble Wealth Management PBC | Managed by Daniel Newman
Invests via Noble Wealth Management PBC
Managed by Daniel Newman
Automatically Tracked
Operator and analyst focused on enterprise technology, SaaS growth and digital transformation with experience advising boards, venture funds and corporate strategy teams. Daniel Newman is an industry commentator turned investor and founder who bridges research, go-to-market and M&A advisory, regularly engaging with C-suite clients and private investors. Holds background in market research and advisory services, known for translating technology adoption trends into actionable investment and corporate development insights.
Operator and analyst focused on enterprise technology, SaaS growth and digital transformation with experience advising boards, venture funds and corporate strategy teams. Daniel Newman is an industry commentator turned investor and founder who bridges research, go-to-market and M&A advisory, regularly engaging with C-suite clients and private investors. Holds background in market research and advisory services, known for translating technology adoption trends into actionable investment and corporate development insights.
Investment Philosophy & Strategy
Focuses on enterprise technology and SaaS businesses, investing with a thesis-driven, adoption-cycle lens that prioritizes recurring revenue, strong unit economics and go-to-market scalability. Emphasizes growth-stage opportunities where digital transformation and platform consolidation create durable differentiation. Capital allocation favors companies with clear path to margin expansion, predictable churn and enterprise sales motion; time horizon is medium-to-long term, risk managed through rigorous market research, board-level operational engagement and selective follow-on support.
Focuses on enterprise technology and SaaS businesses, investing with a thesis-driven, adoption-cycle lens that prioritizes recurring revenue, strong unit economics and go-to-market scalability. Emphasizes growth-stage opportunities where digital transformation and platform consolidation create durable differentiation. Capital allocation favors companies with clear path to margin expansion, predictable churn and enterprise sales motion; time horizon is medium-to-long term, risk managed through rigorous market research, board-level operational engagement and selective follow-on support.
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:
9.9%
Gain -1.04%
Monthly
0.44%
Yearly
5.41%
Drawdown
12.14%
$214.06M
Equity
Holdings
$214.06M
Investment
$205.53M
$13.29M
Profit -$1.9M
Realized
$4.76M
Unrealized
$8.53M
Dividends
$10.21M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$1.9M
Win %
49%
This Week
Compared To Last Week
Gain
-1.79%
Profit
-$3.93M
Win %
49%
This Month
Compared to last month
Gain
-0.8%
Profit
-$1.74M
Win %
49%
This Year
Compared to last year
Gain
-1.7%
Profit
-$3.73M
Win %
53%
CNQ Canadian Natural Resources Limited
+3.62%
+$69.56 
CCI Crown Castle Inc.
+3.41%
+$199.29 
EQT EQT Corporation
+3.3%
+$1,442.82 
RTX RTX Corporation
+3.18%
+$207.9 
EOG EOG Resources, Inc.
+3.17%
+$19.36 
BTI British American Tobacco p.l.c. ADR
+3.16%
+$7.34 
NOC Northrop Grumman Corporation
+3.11%
+$357.65 
SU Suncor Energy Inc.
+2.96%
+$64.96 
ALKS Alkermes plc
+2.85%
+$26.34 
DVN Devon Energy Corporation
+2.77%
+$21.84 
SHEL Shell plc
+2.75%
+$5,375.1 
TTE TotalEnergies SE
+2.64%
+$53.7 
BKR Baker Hughes Company
+2.61%
+$38.34 
NGG National Grid plc Sponsored ADR
+2.6%
+$65.92 
PM Philip Morris International Inc.
+2.48%
+$34.72 
CVX Chevron Corporation
+2.48%
+$293.22 
WEC WEC Energy Group Inc.
+2.29%
+$2.43 
PEP PepsiCo, Inc.
+2.26%
+$580 
HONA Honeywell Aerospace Inc.
+2.21%
+$389.88 
XOM Exxon Mobil Corporation
+2.2%
+$804.65 
AEE Ameren Corporation
+2.17%
+$112.5 
OII Oceaneering International, Inc.
+2.16%
+$26.97 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+2.13%
+$10,708.32 
DUK Duke Energy Corporation
+2.07%
+$574.35 
UL Unilever PLC Sponsored American Depositary Receipt
+2%
+$41.28 
USB U.S. Bancorp
+2%
+$429.37 
PMO Putnam Municipal Opportunities Fund
+1.94%
+$14,651.26 
ATO Atmos Energy Corporation
+1.9%
+$624 
PGR Progressive Corporation
+1.75%
+$22.41 
MHD BlackRock MuniHoldings Fund Inc.
+1.74%
+$11,368.62 
CE Celanese Corporation
+1.72%
+$10.4 
GD General Dynamics Corporation
+1.69%
+$137.04 
MFM MFS Municipal Income Trust
+1.69%
+$17,007.4 
CB Chubb Limited
+1.67%
+$177.15 
TJX The TJX Companies, Inc.
+1.67%
+$1,214.84 
TRV The Travelers Companies, Inc.
+1.62%
+$18.69 
MO Altria Group, Inc.
+1.56%
+$24.25 
KR Kroger Co.
+1.56%
+$1,176 
NBH Neuberger Berman Municipal Fund Inc.
+1.55%
+$10,463.46 
PSX Phillips 66
+1.54%
+$258.68 
PMM Putnam Managed Municipal Income Trust
+1.54%
+$2,639.3 
AZO AutoZone Inc.
+1.51%
+$46.29 
MDLZ Mondelez International, Inc.
+1.48%
+$24.31 
FMN Federated Hermes Premier Municipal Income Fund
+1.47%
+$6,315 
COST Costco Wholesale Corporation
+1.43%
+$2,719.88 
AFB AllianceBernstein National Municipal Income Fund
+1.43%
+$9,569 
BUD Anheuser-Busch InBev S.A. ADR
+1.43%
+$10.48 
CAG Conagra Brands Inc.
+1.37%
+$13.85 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.37%
+$3,909.78 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.37%
+$905.76 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+1.31%
+$513.45 
DBC Invesco DB Commodity Index Tracking Fund
+1.29%
+$75.25 
CWST Casella Waste Systems Inc.
+1.27%
+$5.47 
TFX Teleflex Incorporated
+1.22%
+$1.57 
GSK GSK plc Sponsored ADR
+1.21%
+$9.52 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
+1.21%
+$10,374.42 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.2%
+$253 
KO The Coca-Cola Company
+1.2%
+$30.8 
DMO Western Asset Mortgage Defined Opportunity Fund
+1.15%
+$4,728.57 
KNSL Kinsale Capital Group Inc.
+1.13%
+$20.2 
CMCSA Comcast Corp
+1.12%
+$10.04 
TM Toyota Motor Corporation
+1.12%
+$19.35 
NEE NextEra Energy, Inc.
+1.11%
+$225.28 
FT Franklin Universal Trust
+1.1%
+$296.4 
OGE Oge Energy Corp.
+1.08%
+$178.5 
LEO BNY Mellon Strategic Municipals, Inc.
+1.07%
+$1,605.36 
PG Procter & Gamble Co
+1.06%
+$123.58 
JPM JPMorgan Chase & Co.
+1.02%
+$5,899.5 
TAIL Cambria Tail Risk ETF
+1.01%
+$1.1 
CI The Cigna Group
+0.98%
+$8.79 
ENVA Enova International Inc.
+0.97%
+$1.72 
PWV Invesco Large Cap Value ETF
+0.96%
+$207.62 
O Realty Income Corporation
+0.95%
+$47.7 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+0.95%
+$3,636.65 
SFEB FT Vest US SC MB ETF-USD Inc.
+0.94%
+$191.2 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.93%
+$272.67 
NBB Nuveen Taxable Municipal Income Fund
+0.92%
+$6,006.65 
NAD Nuveen Quality Municipal Income Fund
+0.92%
+$947.82 
SPG Simon Property Group, Inc.
+0.91%
+$98.05 
CNR Core Natural Resources, Inc.
+0.91%
+$0.81 
IQI Invesco Quality Municipal Income Trust
+0.9%
+$160 
GDLC Grayscale Digital Large Cap Fund LLC
+0.9%
+$444.18 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.89%
+$10.34 
PCQ PIMCO California Municipal Income Fund
+0.89%
+$765.31 
EPRT Essential Properties Realty Trust, Inc.
+0.89%
+$0.23 
HWM Howmet Aerospace Inc.
+0.86%
+$406.35 
RMMZ RiverNorth Managed Duration Municipal Income Fund II, Inc.
+0.86%
+$713 
KEN Kenon Holdings Ltd.
+0.86%
+$9.18 
BMN BlackRock 2037 Municipal Target Term Trust
+0.84%
+$1,284.09 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
+0.84%
+$357.5 
SBI Western Asset Intermediate Bond Fund
+0.83%
+$2,434.5 
JNJ Johnson & Johnson
+0.82%
+$259.16 
PNI PIMCO New York Municipal Income Fund II
+0.8%
+$905.65 
MMD NYLI MacKay Municipal Opportunities Fund
+0.8%
+$13,201.98 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.8%
+$10,719.75 
POOL Pool Corporation
+0.79%
+$7.98 
ABBV AbbVie Inc.
+0.78%
+$15.54 
WM Waste Management, Inc.
+0.78%
+$8.75 
ACN Accenture plc Class A
+0.77%
+$13.8 
MRSH Marsh & McLennan Companies, Inc.
+0.75%
+$11.24 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$3,894.63 
MRK Merck & Co., Inc.
+0.74%
+$295.92 
DOW Dow Inc.
+0.74%
+$33 
WFC Wells Fargo & Company
+0.74%
+$0.61 
ORLY O'Reilly Automotive Inc.
+0.73%
+$8.45 
ZTS Zoetis Inc.
+0.73%
+$4.56 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.72%
+$4,453.4 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.71%
+$26,074.51 
SCHD Schwab U.S. Dividend Equity ETF
+0.69%
+$70.5 
NZF Nuveen Municipal Credit Income Fund
+0.68%
+$1,037.17 
PML PIMCO Municipal Income Fund II
+0.68%
+$3,912.75 
CENT Central Garden & Pet Company
+0.67%
+$4.48 
KMX CarMax Inc.
+0.67%
+$9.8 
WMT Walmart Inc.
+0.66%
+$3,502.26 
HLT Hilton Worldwide Holdings Inc.
+0.63%
+$219.17 
RFM RiverNorth Flexible Municipal Income Fund, Inc.
+0.62%
+$1,227.36 
TD The Toronto-Dominion Bank
+0.6%
+$5.76 
MUA BlackRock MuniAssets Fund, Inc.
+0.58%
+$6,617.38 
BBN BlackRock Taxable Municipal Bond Trust
+0.58%
+$6,081.49 
RHP Ryman Hospitality Properties, Inc.
+0.58%
+$12.41 
CL Colgate-Palmolive Company
+0.58%
+$8.03 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.56%
+$1,226.75 
MCK McKesson Corporation
+0.56%
+$5.61 
FMY First Trust Mortgage Income Fund
+0.53%
+$2,879.58 
ICF iShares Cohen & Steers Realty Majors ETF
+0.53%
+$17 
RY Royal Bank of Canada
+0.52%
+$3.09 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.52%
+$1,594.8 
ELV Elevance Health, Inc.
+0.5%
+$103.68 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.5%
+$395.27 
RA Brookfield Real Assets Income Fund Inc.
+0.47%
+$7,220.29 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.47%
+$7.68 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.46%
+$1,611.16 
BTT BlackRock Municipal 2030 Target Term Trust
+0.46%
+$295.3 
TDG TransDigm Group Inc.
+0.46%
+$10.33 
ZION Zions Bancorporation, National Association
+0.45%
+$81.23 
SCHH Schwab U.S. REIT ETF
+0.45%
+$56.6 
SYK Stryker Corporation
+0.45%
+$3.91 
SDY SPDR S&P Dividend ETF
+0.43%
+$161.47 
TSI TCW Strategic Income Fund Inc.
+0.43%
+$5,593.79 
WEA Western Asset Premier Bond Fund
+0.41%
+$146 
BNS Bank of Nova Scotia
+0.41%
+$5.92 
ADP Automatic Data Processing Inc.
+0.4%
+$13.8 
HD The Home Depot, Inc.
+0.35%
+$506.85 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.35%
+$113.72 
SWZ Total Return Securities Fund
+0.35%
+$777.64 
BMO Bank of Montreal
+0.35%
+$6.9 
NXP Nuveen Select Tax-Free Income Portfolio
+0.34%
+$59.22 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$350 
FDD First Trust STOXX European Select Dividend Index Fund
+0.33%
+$63 
LTH Life Time Group Holdings Inc.
+0.32%
+$2.34 
LLY Eli Lilly and Company
+0.31%
+$2,345.68 
BNY BlackRock New York Municipal Income Trust
+0.31%
+$3.08 
TXN Texas Instruments Inc
+0.29%
+$72.98 
FISV Fiserv, Inc.
+0.29%
+$2.33 
CM Canadian Imperial Bank of Commerce
+0.28%
+$3.2 
EHI Western Asset Global High Income Fund Inc.
+0.28%
+$45 
CPB The Campbell's Company
+0.28%
+$2.97 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.27%
+$778.05 
VLO Valero Energy Corporation
+0.27%
+$14.34 
VAW Vanguard Materials ETF
+0.26%
+$56.16 
DTH WisdomTree International High Dividend Fund
+0.25%
+$56.2 
JLS Nuveen Mortgage and Income Fund
+0.25%
+$66.17 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
+0.24%
+$93.03 
INEQ Columbia International Equity Income ETF
+0.23%
+$46.05 
FNV Franco-Nevada Corporation
+0.23%
+$3.36 
FNDF Schwab Fundamental International Large Company Index ETF
+0.22%
+$16.2 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.22%
+$59.9 
CVS CVS Health Corporation
+0.22%
+$1.6 
MPC Marathon Petroleum Corporation
+0.21%
+$3.03 
KEY KeyCorp
+0.2%
+$1.92 
WELL Welltower Inc.
+0.2%
+$1.88 
RDFI Rareview Dynamic Fixed Income Fund
+0.19%
+$1,374.12 
BHP BHP Group Ltd.
+0.18%
+$4.2 
DGRO iShares Core Dividend Growth ETF
+0.18%
+$203 
BFAM Bright Horizons Family Solutions Inc.
+0.17%
+$2.4 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.17%
+$208.23 
DON WisdomTree U.S. MidCap Dividend Fund
+0.16%
+$38.88 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.16%
+$43.67 
VNQ Vanguard Real Estate ETF
+0.16%
+$2,176.45 
SBUX Starbucks Corporation
+0.16%
+$34.11 
V Visa Inc. Class A
+0.15%
+$555.52 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
+0.15%
+$56.36 
ZAUG Innovator Equity Protector ETF - August Series
+0.14%
+$40 
ABT Abbott Laboratories
+0.12%
+$26.37 
EIM Eaton Vance Municipal Bond Fund
+0.11%
+$83.26 
VYM Vanguard High Dividend Yield ETF
+0.11%
+$80.24 
SCHC Schwab International Small-Cap Equity ETF
+0.1%
+$0.9 
VOE Vanguard Mid-Cap Value ETF
+0.1%
+$192.08 
GEV GE Vernova Inc.
+0.1%
+$126.27 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
+0.09%
+$16 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$223.61 
BRW Saba Capital Income & Opportunities Fund
+0.09%
+$31.02 
IVLU iShares MSCI International Value Factor ETF
+0.08%
+$15.99 
DLY DoubleLine Yield Opportunities Fund
+0.08%
+$1,174.05 
AFK VanEck Vectors Africa Index ETF
+0.07%
+$0.76 
MSD Morgan Stanley Emerging Markets Debt Fund
+0.07%
+$23 
AAPL Apple Inc.
+0.07%
+$5,293.68 
CMI Cummins Inc.
+0.07%
+$29.6 
BSX Boston Scientific Corporation
+0.07%
+$12.63 
MCD McDonald's Corporation
+0.07%
+$5.28 
ISRG Intuitive Surgical, Inc.
+0.07%
+$2.52 
IGI Western Asset Investment Grade Opportunity Fund
+0.07%
+$10 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$9.48 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$74.37 
EDV Vanguard Extended Duration Treasury ETF
+0.06%
+$2.8 
IEF iShares 7-10 Year Treasury Bond ETF
+0.06%
+$78.48 
BTZ BlackRock Credit Allocation Income Trust
+0.05%
+$187.66 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.05%
+$9.15 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.05%
+$45 
JHS John Hancock Income Securities Trust
+0.05%
+$10.5 
FULT Fulton Financial Corporation
+0.04%
+$1.28 
VTV Vanguard Value ETF
+0.04%
+$28.9 
FDTS First Trust Developed Markets Small Cap AlphaDEX Fund
+0.04%
+$55.5 
B BARRICK MINING CORP Common Stock (ABR0)
+0.04%
+$0.49 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$383.67 
SHV iShares Short Treasury Bond ETF
+0.03%
+$8.22 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$3.4 
SIG Signet Jewelers Ltd.
+0.03%
+$0.27 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.02%
+$21 
MGV Vanguard Mega Cap Value ETF
+0.02%
+$157.24 
IQLT iShares MSCI International Quality Factor ETF
+0.02%
+$4.45 
JANH Innovative Premium Income Fund 2020
+0.02%
+$2.25 
BLDX Impax Global Infrastructure ETF
+0.02%
+$4.98 
GOCT FT Vest US Equity Moderate Fund
+0.01%
+$5.12 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.01%
+$0.92 
ACA Arcosa Inc.
+0.01%
+$0.18 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$56.14 
FORM FormFactor Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
0%
$0 
KDEC INN US Small Cap Beta ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 QMMY
QMMY
0%
$0 
PDX PIMCO Dynamic Income Strategy Fund
0%
$0 
PFL PIMCO Income Strategy Fund
0%
$0 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
0%
$0 ZSEP
ZSEP
0%
$0 AJUL
AJUL
0%
$0 DLAG
DLAG
0%
$0 ZOCT
ZOCT
0%
$0 KAUG
KAUG
0%
$0 QMAG
QMAG
0%
$0 QCOC
QCOC
0%
$0 NDEC
NDEC
0%
$0 DECM
DECM
0%
$0 KSEP
KSEP
0%
$0 DDFS
DDFS
0%
$0 H591
H5919C104
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
DQJN FT Vest Nasdaq-100 Dual Directional Buffer ETF - June
0%
$0 NE
NE
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
-52.99%
-$2.38M 
SES SES AI Corporation
-16.32%
-$36.05 
CRWV CoreWeave, Inc.
-12.46%
-$18,705.4 
NBIS Nebius Group N.V.
-12.14%
-$2,287 
TWLO Twilio Inc.
-11.87%
-$15,093.9 
APLD Applied Digital Corporation
-10.86%
-$1,772 
ASTS AST SpaceMobile, Inc.
-8.75%
-$1,167 
NVTS Navitas Semiconductor Corporation
-8.67%
-$46.4 
IONQ IonQ, Inc.
-8.12%
-$279 
SNOW Snowflake Inc.
-8.09%
-$36,734.05 
VKTX Viking Therapeutics Inc.
-7.82%
-$586.36 
RKLB Rocket Lab Corporation
-7.75%
-$642 
MDB MongoDB Inc.
-7.72%
-$622.16 
PANW Palo Alto Networks, Inc.
-7.39%
-$437.76 
PLTR Palantir Technologies Inc.
-7.34%
-$101,616.75 
RBRK Rubrik, Inc.
-7.28%
-$9,400.32 
DDOG Datadog, Inc. Class A Common Stock
-7.23%
-$1,982.75 
QBTS D-Wave Quantum Inc.
-7.22%
-$7,538.75 
CRWD CrowdStrike Holdings, Inc.
-7.17%
-$2,103.6 
NET Cloudflare Inc.
-7.07%
-$5,587.5 
UCTT Ultra Clean Holdings, Inc.
-7.06%
-$3.94 
FTNT Fortinet Inc.
-7.01%
-$63.73 
OKLO Oklo Inc.
-7%
-$840 
INOD Innodata Inc.
-6.94%
-$43.17 
COHU Cohu Inc.
-6.87%
-$3.77 
PATH Uipath Inc.
-6.67%
-$142.74 
ABSI Absci Corporation
-6.64%
-$102.07 
PLUG Plug Power Inc.
-6.49%
-$241 
STX Seagate Technology Holdings plc
-6.38%
-$44.06 
BKSY BlackSky Technology Inc.
-6.29%
-$26.68 
COHR Coherent Corp.
-6.28%
-$47.21 
AXON Axon Enterprise, Inc.
-6.07%
-$759.3 
DJT Trump Media & Technology Group Corp.
-6.01%
-$11.12 
PENG Penguin Solutions, Inc.
-6.01%
-$52.08 
BE Bloom Energy Corporation
-5.9%
-$2,857.7 
TTD The Trade Desk, Inc. Class A
-5.79%
-$76 
SNDK SanDisk Corporation
-5.56%
-$77.58 
INTC Intel Corporation
-5.55%
-$132.25 
PDYN Palladyne AI Corp
-5.53%
-$17.32 
SHOP Shopify Inc.
-5.39%
-$1,076.32 
RGTI Rigetti Computing Inc
-5.38%
-$272 
PI Impinj, Inc.
-5.37%
-$41.04 
AMD Advanced Micro Devices, Inc.
-5.37%
-$13,968.7 
HOOD Robinhood Markets, Inc.
-5.36%
-$323.06 
NOW ServiceNow, Inc.
-5.21%
-$84,388.96 
MU Micron Technology, Inc.
-5.01%
-$20,961.56 
DRAM Roundhill Memory ETF
-5.01%
-$49,916.23 
CHAT Roundhill Generative AI & Technology ETF
-4.99%
-$51,707.56 
PTGX Protagonist Therapeutics Inc.
-4.88%
-$53.36 
ARKK ARK Innovation ETF Fund
-4.88%
-$418 
FDTX Fidelity Disruptive Technology ETF
-4.83%
-$2,700 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.72%
-$4,523.25 
APP AppLovin Corporation Class A Common Stock
-4.67%
-$26.11 
PONY Pony AI Inc.
-4.54%
-$199.75 
DXYZ Destiny Tech100 Inc.
-4.52%
-$40,108.27 
ORCL Oracle Corporation
-4.42%
-$35.67 
CRDO Credo Technology Group Holding Ltd.
-4.36%
-$894.7 
META Meta Platforms Inc Class A
-4.36%
-$14,192.62 
LRCX Lam Research Corporation
-4.35%
-$675.92 
AGIX KraneShares AI and Tech ETF
-4.33%
-$33.49 
TER Teradyne, Inc.
-4.27%
-$732.5 
ETSY Etsy Inc.
-4.23%
-$49.01 
LITE Lumentum Holdings Inc.
-4.21%
-$6,701.46 
JEDI Defiance Drone & Modern Warfare ETF
-4.19%
-$1,377.4 
VSAT Viasat Inc.
-4.15%
-$28.06 
NTAP NetApp, Inc.
-4.12%
-$53.1 
SOFI SoFi Technologies, Inc.
-4.08%
-$123 
IBKR Interactive Brokers Group Inc.
-4.04%
-$417.6 
GLW Corning Incorporated
-3.96%
-$21.92 
BHE Benchmark Electronics Inc.
-3.95%
-$26.05 
ANET Arista Networks, Inc.
-3.9%
-$123.08 
AVGO Broadcom Inc.
-3.87%
-$9,104.39 
KLAC KLA Corporation
-3.81%
-$33.2 
KF Korea Fund Inc.
-3.73%
-$1,045 
KRYS Krystal Biotech Inc.
-3.67%
-$12.11 
FDN First Trust Dow Jones Internet Index Fund
-3.62%
-$531.5 
AMAT Applied Materials, Inc.
-3.55%
-$3,926.96 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-3.55%
-$19,063.65 
ASA ASA Gold and Precious Metals Limited
-3.52%
-$111,465.4 
EQR Equity Residential
-3.5%
-$205.59 
SOXX iShares Semiconductor ETF
-3.44%
-$247.94 
GLBE Global-E Online Ltd.
-3.4%
-$5,144.35 
ILDR First Trust Innovation Leaders ETF
-3.4%
-$359.15 
XYZ Block, Inc.
-3.38%
-$2,862 
MSGS Madison Square Garden Sports Corp.
-3.38%
-$54.68 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.36%
-$72,824.19 
WDAY Workday Inc.
-3.28%
-$32.26 
CORT Corcept Therapeutics Incorporated
-3.27%
-$33.39 
LYFT Lyft Inc.
-3.26%
-$24.64 
QTUM Defiance Quantum ETF
-3.21%
-$5,050.5 
SPCX Space Exploration Technologies Corp. Class A
-3.2%
-$30,186.25 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-3.13%
-$51.44 
ARKQ Ark Autonomous Technology & Robotics ETF
-3.1%
-$10.76 
POWL Powell Industries Inc.
-3.06%
-$52.2 
VRT Vertiv Holdings Co
-3.02%
-$1,296 
DASH DoorDash, Inc.
-2.99%
-$28.9 
CVNA Carvana Co.
-2.92%
-$15.93 
NFLX Netflix, Inc.
-2.92%
-$652.71 
TGTX TG Therapeutics, Inc.
-2.89%
-$1,328.4 
RDDT Reddit Inc Class A
-2.89%
-$576.25 
ZEO Esgen Acquisition Corp.
-2.88%
-$6.83 
ALAI Alger AI Enablers & Adopters ETF
-2.87%
-$86,428.16 
FIX Comfort Systems USA, Inc.
-2.87%
-$42.47 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.87%
-$160.07 
SMH VanEck Semiconductor ETF
-2.84%
-$5,658.46 
ADBE Adobe Inc.
-2.83%
-$35.62 
ADSK Autodesk, Inc.
-2.79%
-$54.68 
DELL Dell Technologies Inc.
-2.79%
-$619.93 
VERX Vertex Inc.
-2.78%
-$37.99 
QCOM QUALCOMM Incorporated
-2.77%
-$78.96 
RAL Ralliant Corporation
-2.71%
-$14.88 
TSLA Tesla, Inc.
-2.7%
-$1,799.52 
NDSN Nordson Corporation
-2.69%
-$26.58 
BX Blackstone Inc.
-2.68%
-$3,173.19 
ULTA Ulta Beauty Inc.
-2.68%
-$97.86 
CCJ Cameco Corporation
-2.67%
-$89 
JBL Jabil Inc.
-2.66%
-$22.89 
MTRN Materion Corporation
-2.6%
-$19.65 
ETN Eaton Corporation plc
-2.58%
-$405.8 
ROG Rogers Corporation
-2.58%
-$32.04 
IWP iShares Russell Mid-Cap Growth ETF
-2.58%
-$5,171.94 
UUUU Energy Fuels Inc.
-2.57%
-$44 
PLAB Photronics Inc.
-2.56%
-$19.71 
Q Qnity Electronics Inc.
-2.54%
-$412.76 
EMN Eastman Chemical Company
-2.52%
-$28.98 
GOOGL Alphabet Inc
-2.47%
-$53,250.75 
ROBO ROBO Global Robotics & Automation Index ETF
-2.46%
-$9,194.1 
PTNQ Pacer Trendpilot 100 ETF
-2.45%
-$2,580 
CRM Salesforce Inc
-2.43%
-$1,267.06 
QQQ Invesco QQQ Trust, Series 1
-2.42%
-$83,643.35 
QDTE Roundhill Innovation-100 ETF
-2.42%
-$2,760 
VSXY Victoria's Secret & Co.
-2.4%
-$17.4 
IRDM Iridium Communications Inc.
-2.4%
-$15.12 
CRNC Cerence Inc.
-2.4%
-$9.68 
SCHW Charles Schwab Corporation
-2.39%
-$9,038.25 
ARKX ARK Space & Defense Innovation ETF
-2.36%
-$8.64 
TRMB Trimble Inc.
-2.35%
-$10.01 
GOOG Alphabet Inc
-2.32%
-$2,923.65 
MSFT Microsoft Corp.
-2.32%
-$30,136.59 
SPSC SPS Commerce Inc.
-2.31%
-$38.19 
CMG Chipotle Mexican Grill, Inc.
-2.31%
-$122.67 
MGK Vanguard Mega Cap Growth ETF
-2.28%
-$735 
LRGE ClearBridge Large Cap Growth ESG ETF
-2.27%
-$1,422.54 
LULU lululemon athletica inc.
-2.23%
-$55.25 
PWB Invesco Large Cap Growth ETF
-2.23%
-$121.97 
ETH Ethan Allen Interiors Inc
-2.22%
-$477.36 
GPIQ Nasdaq 100 Core Premium Income ETF
-2.22%
-$13,580.28 
MAGS Roundhill Magnificent Seven Fund
-2.2%
-$16,856 
APH Amphenol Corporation
-2.18%
-$28.48 
IWF iShares Russell 1000 Growth ETF
-2.17%
-$2,030.4 
VUG Vanguard Growth ETF
-2.17%
-$1,338.16 
NLR VanEck Uranium and Nuclear ETF
-2.14%
-$2,766.58 
BTX BlackRock Technology and Private Equity Fund
-2.13%
-$647.5 
STM STMicroelectronics N.V.
-2.11%
-$17.73 
ECG Everus Construction Group, Inc.
-2.11%
-$21.24 
IBP Installed Building Products Inc.
-2.11%
-$15.88 
VOT Vanguard Mid-Cap Growth ETF
-2.1%
-$8,053.5 
BST BlackRock Science and Technology Trust
-2.07%
-$6,884.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.02%
-$2,167.88 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.02%
-$411.07 
PALL abrdn Physical Palladium Shares ETF
-2.02%
-$834.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.01%
-$177.84 
SKYW SkyWest Inc.
-1.99%
-$26.04 
JOBY Joby Aviation, Inc.
-1.98%
-$4.75 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.97%
-$798 
BOTT Themes Robotic & Automation ETF
-1.96%
-$518.31 
CSCO Cisco Systems, Inc.
-1.93%
-$36.04 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.93%
-$221.25 
DIOD Diodes Inc.
-1.92%
-$16.4 
IUSG iShares Core S&P U.S. Growth ETF
-1.92%
-$370 
AMZN Amazon.com Inc
-1.9%
-$53,912.76 
VRTX Vertex Pharmaceuticals Incorporated
-1.87%
-$47.5 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.86%
-$56,929.13 
QJUN FT Vest Nasdaq-100 Buffer ETF
-1.84%
-$218.75 
WSO Watsco Inc.
-1.79%
-$96.48 
BABA Alibaba Group Holding Limited SP ADR
-1.77%
-$1,674.5 
ESGE iShares ESG Aware MSCI EM ETF
-1.77%
-$80.04 
EEM iShares MSCI Emerging Markets ETF
-1.7%
-$9,989.85 
LW Lamb Weston Holdings, Inc.
-1.68%
-$16.38 
CAIE Calamos Autocallable Income ETF
-1.66%
-$6,807.61 
MATX Matson Inc.
-1.65%
-$15.66 
TGT Target Corporation
-1.64%
-$121.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.64%
-$4,926.6 
FEMR Fidelity Enhanced Emerging Markets ETF
-1.63%
-$96 
UBER Uber Technologies, Inc.
-1.63%
-$423.4 
XSMO Invesco S&P SmallCap Momentum ETF
-1.62%
-$57,310.22 
IEMG iShares Core MSCI Emerging Markets ETF
-1.62%
-$5,922.71 
ARES Ares Management Corporation
-1.62%
-$332.1 
QSPT FT Vest Nasdaq-100 Buffer ETF
-1.62%
-$3,929.46 
PTY PIMCO Corporate & Income Opportunity Fund
-1.62%
-$63,584.32 
SCHA Schwab U.S. Small-Cap ETF
-1.6%
-$104 
SPYC Simplify US Equity PLUS Convexity ETF
-1.6%
-$9,673.75 
DE Deere & Company
-1.59%
-$82.88 
IWM iShares Russell 2000 ETF
-1.57%
-$6,399.74 
ETHA iShares Ethereum Trust
-1.57%
-$1,219.68 
VLUE iShares MSCI USA Value Factor ETF
-1.56%
-$16,466.9 
PAYC Paycom Software, Inc.
-1.55%
-$105.7 
MC Moelis & Company
-1.53%
-$0.84 
SPD Simplify US Equity PLUS Downside Convexity ETF
-1.51%
-$34.64 
NJUL Innovator Growth 100 Power Buffer ETF
-1.5%
-$555.99 
ITAN Sparkline Intangible Value ETF
-1.5%
-$435.5 
BKNG Booking Holdings Inc.
-1.5%
-$2.48 
ECL Ecolab Inc.
-1.5%
-$26.1 
JIG JPMorgan International Growth ETF
-1.49%
-$50.43 
BCV Bancroft Fund Ltd.
-1.49%
-$334.5 
JOF Japan Smaller Capitalization Fund Inc.
-1.49%
-$13,032.9 
ITRI Itron Inc.
-1.49%
-$15.12 
SFNC Simmons First National Corporation
-1.48%
-$38.28 
SPOT Spotify Technology S.A.
-1.48%
-$937.72 
AVAV AeroVironment Inc.
-1.47%
-$45.12 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.42%
-$28.42 
CEG Constellation Energy Corporation
-1.42%
-$1,482 
VB Vanguard Small-Cap ETF
-1.42%
-$29,045.52 
PWR Quanta Services Inc.
-1.41%
-$1,550.97 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-1.41%
-$167.62 
BSTZ BlackRock Science and Technology Term Trust
-1.41%
-$18,942.95 
FSCO FS Credit Opportunities Corp.
-1.39%
-$45,452.18 
NOCT Innovator Growth-100 Power Buffer ETF
-1.39%
-$2,139.15 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.39%
-$43.8 
PDO PIMCO Dynamic Income Opportunities Fund
-1.38%
-$2,473.51 
SAN Banco Santander S.A. Sponsored ADR
-1.37%
-$21.64 
APAM Artisan Partners Asset Management Inc.
-1.36%
-$22.25 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$2,031.88 
SPEM SPDR Portfolio Emerging Markets ETF
-1.33%
-$47.95 
ISMD Inspire Small/Mid Cap ETF
-1.33%
-$184.5 
XMMO Invesco S&P MidCap Momentum ETF
-1.33%
-$37,744.99 
GS The Goldman Sachs Group, Inc.
-1.32%
-$11.78 
BITO ProShares Bitcoin ETF
-1.32%
-$46.26 
WCC Wesco International Inc.
-1.31%
-$72.88 
GDE WisdomTree Efficient Gold Plus
-1.31%
-$3,477.18 
OEF iShares S&P 100 ETF
-1.31%
-$211.68 
SPUC Simplify US Equity PLUS Upside Convexity ETF
-1.3%
-$11.52 
VEEV Veeva Systems Inc.
-1.3%
-$20.35 
DGRE WisdomTree Emerging Markets Fund
-1.3%
-$22,555 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-1.3%
-$7.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.29%
-$120.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$430 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.27%
-$723 
NVDA NVIDIA Corporation
-1.27%
-$51,360.84 
USA Liberty All Star Equity Fund
-1.25%
-$219 
SCHX Schwab U.S. Large-Cap ETF
-1.25%
-$131.48 
FSMD Fidelity Small-Mid Multifactor ETF
-1.25%
-$620 
SCHE Schwab Emerging Markets Equity ETF
-1.25%
-$18.45 
COPX Global X Copper Miners ETF
-1.24%
-$502.5 
SHW The Sherwin-Williams Company
-1.23%
-$20.7 
IWB iShares Russell 1000 ETF
-1.23%
-$51.6 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$34 
FSS Federal Signal Corp.
-1.22%
-$17.94 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.21%
-$357.96 
IBIT iShares Bitcoin Trust
-1.21%
-$4,332.52 
BKLC BNY Mellon US Large Cap Core Equity ETF
-1.21%
-$214.2 
WU Western Union Co.
-1.2%
-$18 
IVV iShares Core S&P 500 ETF
-1.19%
-$11,162.21 
IWR iShares Russell Mid-Cap ETF
-1.19%
-$3,442.4 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-1.19%
-$109.53 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
-1.18%
-$180.64 
GBTC Grayscale Bitcoin Trust ETF
-1.18%
-$377.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.18%
-$2,149.49 
EAT Brinker International Inc.
-1.18%
-$14.46 
SUSL iShares ESG MSCI USA Leaders ETF
-1.18%
-$291.35 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$0.46 
NUSC Nuveen ESG Small-Cap ETF
-1.17%
-$230 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
-1.17%
-$121.6 
JCI Johnson Controls International plc
-1.17%
-$10.32 
PLD Prologis Inc.
-1.16%
-$59 
EAPR Innovator Emerging Markets Power Buffer ETF - April
-1.16%
-$115.47 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.16%
-$1,383.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.16%
-$3.15 
AEF abrdn Emerging Markets Equity Income Fund, Inc.
-1.16%
-$357 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-1.15%
-$417.6 
VOO Vanguard S&P 500 ETF
-1.15%
-$1,188.44 
DAVE Dave Inc. Class A Common Stock
-1.14%
-$8.43 
LQDA Liquidia Corporation
-1.14%
-$0.79 
SPY SPDR S&P 500 ETF Trust
-1.13%
-$9,904.98 
KKR KKR & Co. Inc.
-1.13%
-$11.88 
PCN PIMCO Corporate & Income Strategy Fund
-1.12%
-$40,983 
FMDE Fidelity Enhanced Mid Cap ETF
-1.11%
-$20,925.95 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.11%
-$335.18 
IBM International Business Machines Corporation
-1.11%
-$20.72 
DMA Destra Multi-Alternative Fund
-1.1%
-$1,075.44 
KTOS Kratos Defense & Security Solutions, Inc.
-1.1%
-$22.5 
CSW CSW Industrials Inc.
-1.1%
-$9.6 
SPHQ Invesco S&P 500 Quality ETF
-1.1%
-$976.5 
MTN Vail Resorts, Inc.
-1.09%
-$293.13 
GPN Global Payments Inc.
-1.09%
-$78.2 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.08%
-$16.52 
SNPE Xtrackers S&P 500 ESG ETF
-1.08%
-$266 
DHR Danaher Corporation
-1.07%
-$215.76 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.06%
-$468 
ALSN Allison Transmission Holdings Inc.
-1.06%
-$42.84 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-1.05%
-$320 
ACEI Innovator Equity Accelerated Income Strategy ETF
-1.05%
-$1,625 
FCX Freeport-McMoRan Inc.
-1.03%
-$12.24 
ACWI iShares MSCI ACWI ETF
-1.03%
-$65.4 
MDY SPDR S&P MidCap 400 ETF Trust
-1.02%
-$1,752.74 
IJR iShares Core S&P Small-Cap ETF
-1.01%
-$15,736.19 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$21.51 
UNH UnitedHealth Group Incorporated
-0.98%
-$660 
EOCT Innovator Emerging Markets Power Buffer ETF - October
-0.98%
-$1,768 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
-0.97%
-$657 
GPIX S&P 500 Core Premium Income Fund
-0.97%
-$43.6 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.96%
-$231.87 
PSMT PriceSmart Inc.
-0.96%
-$8.15 
IJH iShares Core S&P Mid-Cap ETF
-0.96%
-$17,359.3 
QUAL iShares MSCI USA Quality Factor ETF
-0.95%
-$11,298.96 
KMAY Innovator U.S. Small Cap Power Buffer ETF - May
-0.95%
-$140 
MMM 3M Company
-0.95%
-$10.96 
KOID KraneShares Global Healthcare & Environmental Index ETF
-0.94%
-$108.5 
LPL Lg Display Co., Ltd. - ADR
-0.94%
-$0.25 
PDI Pimco Dynamic Income Fund
-0.94%
-$70,763.62 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.94%
-$311.3 
IFN The India Fund, Inc.
-0.94%
-$75 
SPYI NEOS S&P 500 High Income ETF
-0.93%
-$2,025 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
-0.93%
-$7,836.88 
ARCC Ares Capital Corporation
-0.93%
-$105 
XMHQ Invesco S&P MidCap Quality ETF
-0.91%
-$38.66 
GILD Gilead Sciences Inc.
-0.9%
-$12.78 
IWN iShares Russell 2000 Value ETF
-0.9%
-$56.7 
SNOV FT Vest US Small Cap Moderate Fund
-0.9%
-$270.24 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.89%
-$367.5 
BSEP Innovator U.S. Equity Buffer ETF
-0.88%
-$36.16 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.88%
-$147 
IJS iShares S&P Small-Cap 600 Value ETF
-0.88%
-$205.2 
TEI Templeton Emerging Markets Income Fund
-0.88%
-$595.37 
CTVA Corteva Inc.
-0.85%
-$49.39 
ABNB Airbnb, Inc.
-0.85%
-$16.34 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.84%
-$1,690 
NJUN Innovator G-100 Power Buffer ETF - July
-0.83%
-$103.12 
SLV iShares Silver Trust
-0.82%
-$4,455.7 
AUB Atlantic Union Bankshares Corporation
-0.81%
-$9.92 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.81%
-$1,678.65 
WFC-PL Wells Fargo & Company
-0.8%
-$112.84 
URI United Rentals, Inc.
-0.8%
-$8.38 
UPS United Parcel Service, Inc.
-0.79%
-$6.16 
ELFY ALPS Electrification Infrastructure ETF
-0.79%
-$2,323.41 
BJUL Innovator U.S. Equity Buffer ETF
-0.79%
-$219.25 
LEN-B Lennar Corporation
-0.78%
-$10.2 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.76%
-$190 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.76%
-$456.25 
MDT Medtronic plc
-0.75%
-$7.92 
ROAD Construction Partners, Inc. Class A Common Stock
-0.75%
-$4.37 
DD DuPont de Nemours, Inc.
-0.74%
-$97.5 
AOA iShares Core Aggressive Allocation ETF
-0.74%
-$294.48 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.74%
-$810 
RUSHB Rush Enterprises, Inc.
-0.72%
-$7.98 
GSEP FT Vest US Equity Moderate B Fund
-0.72%
-$2,252.43 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.71%
-$5,857.14 
AOS A. O. Smith Corporation
-0.71%
-$24.36 
CTS Cts Corporation
-0.7%
-$9.36 
HP Helmerich & Payne Inc.
-0.7%
-$9.8 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.7%
-$70.97 
KFY Korn Ferry
-0.7%
-$10.2 
VO Vanguard Mid-Cap ETF
-0.7%
-$5,724.02 
WDI Western Asset Diversified Income Fund
-0.69%
-$146.16 
BMY Bristol-Myers Squibb Company
-0.69%
-$6.72 
MS Morgan Stanley
-0.69%
-$241.92 
BANX ArrowMark Financial Corp.
-0.67%
-$16,708.28 
VBF Invesco Bond Fund
-0.66%
-$253.65 
WF Woori Financial Group Inc. Sponsored ADR
-0.66%
-$9.2 
GUG Guggenheim Active Allocation Fund
-0.65%
-$144 
KIO KKR Income Opportunities Fund
-0.65%
-$52 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$12,589.74 
MFG Mizuho Financial Group Inc. ADR
-0.64%
-$7.47 
ROP Roper Technologies Inc.
-0.63%
-$9.58 
GJUL FT Vest US Equity Moderate Class B
-0.62%
-$223.84 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.62%
-$583.8 
BUFR FT Vestladder Buffer ETF-USD I
-0.62%
-$23,702.57 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.62%
-$58.56 
CFG Citizens Financial Group, Inc.
-0.61%
-$7.02 
NAPR Innovator Growth 100 Power Buffer Fund
-0.61%
-$37.5 
PRIM Primoris Services Corporation
-0.61%
-$3.6 
EPAM Epam Systems Inc.
-0.6%
-$5.18 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.6%
-$13,076.68 
UMAY Innovator U.S. Equity Ultra Fund
-0.6%
-$164.5 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.6%
-$83 
GJAN FT Vest US Equity Moderate Fund B
-0.59%
-$1,312.73 
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
-0.59%
-$628.5 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.59%
-$255 
GKOS Glaukos Corporation
-0.59%
-$5.82 
JXN Jackson Financial Inc.
-0.58%
-$10.01 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.58%
-$87 
FINS Angel Oak Financial Strategies Income Fund
-0.58%
-$16,039.8 
BOX Box Inc.
-0.57%
-$20.48 
SBAR Simplify Barrier Income ETF
-0.56%
-$2,055.76 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.55%
-$1,060 
APO Apollo Global Management, Inc.
-0.55%
-$4.92 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.55%
-$5,474.69 
PAXS PIMCO Access Income Fund
-0.54%
-$10,457.31 
CBTY Calamos Bitcoin 80 Series Structured Alt Protection ETF – July
-0.54%
-$533.73 
JMM Nuveen Multi-Market Income Fund
-0.54%
-$33 
QTWO Q2 Holdings Inc.
-0.53%
-$3.96 
SDHY PGIM Short Duration High Yield Fund
-0.53%
-$2,294.88 
BAC Bank of America Corporation
-0.52%
-$272.16 
MKC-V McCormick & Company, Incorporated
-0.52%
-$4.9 
SOLS Sollensys Corp
-0.52%
-$14.57 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.5%
-$71.1 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
-0.5%
-$77.69 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.49%
-$9,806.32 
WAB Wabtec Corporation
-0.48%
-$6.9 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.48%
-$7.2 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.48%
-$223.25 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.47%
-$140.87 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.47%
-$96 
CBTO Calamos Bitcoin 80 Series Structured Alt Protection ETF – October
-0.47%
-$342 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.46%
-$180 
PRF Invesco FTSE RAFI US 1000 ETF
-0.46%
-$76.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.45%
-$1,257.64 
UBS UBS Group AG
-0.45%
-$5.59 
BIT BlackRock Multi-Sector Income Trust
-0.45%
-$70 
UDEC Innovator U.S. Equity Ultra Fund
-0.45%
-$385.6 
IOSP Innospec Inc.
-0.45%
-$8.17 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.44%
-$7.81 
CEV Eaton Vance California Municipal Income Trust
-0.44%
-$58.5 
NXPI NXP Semiconductors N.V.
-0.43%
-$14.06 
ALRM Alarm.com Holdings Inc.
-0.43%
-$7.75 
ISD PGIM High Yield Bond Fund, Inc.
-0.43%
-$115 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.43%
-$2,362.27 
BAPR Innovator U.S. Equity Buffer ETF
-0.42%
-$209.3 
CET Central Securities Corporation
-0.41%
-$330.05 
MA Mastercard Incorporated
-0.4%
-$2,620.68 
BKDV BNY Mellon Dynamic Value ETF
-0.39%
-$15,877.62 
MAC The Macerich Company
-0.39%
-$5.94 
PCF High Income Securities Fund
-0.39%
-$138.08 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.39%
-$135 
UNOV Innovator U.S. Equity Ultra Fund
-0.38%
-$352 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.38%
-$8.4 
VLTO Veralto Corporation
-0.37%
-$16.12 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.37%
-$34.29 
GDEC FT VEST US Equity Moderate B Fund
-0.36%
-$285 
XLV Health Care Select Sector SPDR Fund
-0.35%
-$86.8 
GNOV FT Vest US Equity Moderate B Fund
-0.35%
-$276.15 
IDMO Invesco S&P International Developed Momentum ETF
-0.35%
-$11.07 
GMAR FT Vest US Equity Moderate B Fund
-0.34%
-$1,041.91 
IWD iShares Russell 1000 Value ETF
-0.34%
-$265.35 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.34%
-$7,758.38 
BGX Blackstone Long-Short Credit Fund
-0.34%
-$173.25 
JQC Nuveen Credit Strategies Income Fund
-0.33%
-$48 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.33%
-$2,552.43 
JEPI JPMorgan Equity Premium Income Fund
-0.33%
-$59.31 
AME Ametek Inc.
-0.33%
-$34.83 
CAT Caterpillar Inc.
-0.32%
-$59.5 
ENPH Enphase Energy, Inc.
-0.32%
-$1.6 
AZZ Azz Inc.
-0.32%
-$3.36 
LAZ Lazard Ltd.
-0.32%
-$5.29 
EZU iShares MSCI Eurozone ETF
-0.32%
-$42 
ASML ASML Holding N.V. New York Registry Shares
-0.32%
-$36.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.31%
-$20.02 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.31%
-$90 
PPLT abrdn Physical Platinum Shares ETF
-0.3%
-$553.95 
AMGN Amgen Inc.
-0.3%
-$3.87 
SRET Global X SuperDividend REIT ETF
-0.29%
-$1.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$741.89 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.28%
-$282.9 
YSEP FT Vident International Equity Fund
-0.28%
-$1,922.4 
PSF Cohen & Steers Select Preferred and Income Fund
-0.28%
-$1,002.75 
HNDL NASDAQ 7 Handl Index ETF
-0.28%
-$49.02 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
-0.27%
-$4,198.87 
SCHF Schwab International Equity ETF
-0.26%
-$404.04 
DSL DoubleLine Income Solutions Fund
-0.26%
-$22.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.25%
-$360.96 
ABI VictoryShares Pioneer Asset-Based Income ETF
-0.25%
-$96.64 
PHK PIMCO High Income Fund
-0.24%
-$635.81 
FDT First Trust Developed Markets ex-US Fund
-0.24%
-$176 
IAU iShares Gold Trust
-0.24%
-$3,978.05 
GLD SPDR Gold Shares
-0.23%
-$12,928.14 
FOCT FT Vest U.S. Equity Buffer ETF
-0.23%
-$50 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.23%
-$2.62 
FIW First Trust Water ETF
-0.22%
-$20.16 
OUNZ VanEck Merk Gold Trust
-0.22%
-$20.34 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.22%
-$22.5 
CACI Caci International Inc.
-0.21%
-$6.5 
AXP American Express Company
-0.21%
-$124.15 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.21%
-$1,961.61 
GDO Western Asset Global Corporate Opportunity Fund
-0.2%
-$59 
PYLD PIMCO Multisector Bond Active ETF
-0.2%
-$6,633.2 
SABA Saba Capital Income & Opportunities Fund II
-0.2%
-$22.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.18%
-$56 
CSX CSX Corporation
-0.17%
-$41.31 
NKE Nike, Inc. - Class B
-0.17%
-$1.24 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.17%
-$23 
EFA iShares MSCI EAFE ETF
-0.17%
-$1,696.68 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
-0.17%
-$27 
UNP Union Pacific Corporation
-0.15%
-$13.64 
FCOR Fidelity Corporate Bond ETF
-0.14%
-$152.1 
PAYX Paychex Inc.
-0.14%
-$1.55 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.13%
-$26 
JHI John Hancock Investors Trust
-0.12%
-$236.25 
IEFA iShares Core MSCI EAFE ETF
-0.12%
-$794.4 
GRNB VanEck Green Bond ETF
-0.11%
-$16.25 
ZJAN Innovator Defined Wealth Shield ETF
-0.1%
-$36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$1.16 
GCSH Guggenheim Ultra Short Income ETF
-0.1%
-$23 
IJUN Innovator International Developed Power Buffer ETF - June
-0.1%
-$97.5 
FENI Fidelity Enhanced International ETF
-0.09%
-$4,850.65 
FIGB Fidelity Investment Grade Bond ETF
-0.09%
-$2,199.57 
PFN PIMCO Income Strategy Fund II
-0.08%
-$327.72 
RSMR FT Vest U.S. Equity Equal Weight Buffer ETF - March
-0.07%
-$860.22 
TJUL Innovator Equity Defined Protection ETF 0725
-0.07%
-$8.48 
YJUN First Trust International Equity Moderate ETF
-0.06%
-$20.22 
ISEP Innovator International Developed Power Buffer ETF – September
-0.05%
-$9.25 
IAPR Innovator International Developed Power Buffer ETF
-0.05%
-$20.56 
XC WisdomTree Emerging Markets ex-China Fund
-0.05%
-$2,073.09 
CARY Angel Oak Income ETF
-0.05%
-$1,056.34 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
-0.05%
-$12.5 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.05%
-$0.8 
BGB Blackstone Strategic Credit Fund
-0.04%
-$65.6 
BCS Barclays PLC Sponsored ADR
-0.04%
-$0.01 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.04%
-$4.48 
TXUE Thornburg International Equity ETF
-0.04%
-$1,023 
IFEB Innovator International Developed Power Buffer ETF - February
-0.04%
-$7.2 
PH Parker-Hannifin Corporation
-0.04%
-$0.36 
PHM PulteGroup Inc.
-0.04%
-$0.4 
ABCB Ameris Bancorp
-0.03%
-$0.75 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.03%
-$7.25 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.03%
-$35.01 
JUNM FT Vest US Equity Maximum Buffer June Fund
-0.03%
-$8.25 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.03%
-$5.75 
TRNO Terreno Realty Corporation
-0.02%
-$0.41 
GISC Guggenheim Securitized Income ETF
-0.01%
-$98.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$0.04 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2702 | Longs Won 1508/2702 55% | Profit Factor 1.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $84,500.9 |
| Average Win $19,204.71 | Best Trade (Oct 15) $1.9M | Sharpe Ratio -64.33 |
| Average Loss -$14,478.98 | Worst Trade (Oct 15) -$1.74M | Z-Score -8.75 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $4,916.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,057 | $5.08M | $7.55M | - | $2.46M | 48.46% | +0.07% |
| ABBV AbbVie Inc. | 7 | $1,761 | $1,999.34 | - | $238.34 | 13.53% | +0.783% |
| ABCB Ameris Bancorp | 30 | $2,386 | $2,391.45 | - | $5.45 | 0.23% | -0.031% |
| ABI VictoryShares Pioneer Asset-Based Income ETF | 1,600 | $39,696 | $39,216 | - | -$480 | -1.21% | -0.246% |
| ABNB Airbnb, Inc. | 11 | $1,574 | $1,900.74 | - | $326.74 | 20.76% | -0.852% |
| ABSI Absci Corporation | 173 | $519 | $1,434.17 | - | $915.17 | 176.33% | -6.644% |
| ABT Abbott Laboratories | 211 | $23,620.37 | $22,113.85 | - | -$1,506.52 | -6.38% | +0.119% |
| ACA Arcosa Inc. | 12 | $1,743 | $1,764.3 | - | $21.3 | 1.22% | +0.01% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 6,500 | $150,448 | $153,270 | - | $2,822 | 1.88% | -1.049% |
| ACN Accenture plc Class A | 8 | $2,814.37 | $1,813.16 | - | -$1,001.21 | -35.57% | +0.767% |
| ACWI iShares MSCI ACWI ETF | 40 | $5,535 | $6,303.8 | - | $768.8 | 13.89% | -1.027% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 200 | $10,432.12 | $14,841 | - | $4,408.88 | 42.26% | -0.583% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 110,834 | $2.31M | $2.29M | - | -$18,841.54 | -0.81% | -0.337% |
| ADBE Adobe Inc. | 5 | $1,025 | $1,222.72 | - | $197.72 | 19.29% | -2.831% |
| ADP Automatic Data Processing Inc. | 12 | $2,687 | $3,441.6 | - | $754.6 | 28.08% | +0.403% |
| ADSK Autodesk, Inc. | 8 | $1,555 | $1,906.6 | - | $351.6 | 22.61% | -2.788% |
| AEE Ameren Corporation | 50 | $4,969 | $5,300.5 | - | $331.5 | 6.67% | +2.168% |
| AEF abrdn Emerging Markets Equity Income Fund, Inc. | 3,570 | $34,272 | $30,559.2 | - | -$3,712.8 | -10.83% | -1.155% |
| AFB AllianceBernstein National Municipal Income Fund | 68,350 | $741,438.75 | $676,665 | - | -$64,773.75 | -8.74% | +1.434% |
| AFK VanEck Vectors Africa Index ETF | 38 | $978.55 | $1,011.56 | - | $33.01 | 3.37% | +0.075% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Daniel Newman?
The largest contributions to the portfolio's profits come from the following stocks: Pimco Dynamic Income Fund - $1.41M, Fidelity Enhanced Mid Cap ETF - $675,037.43, WisdomTree Emerging Markets ex-China Fund - $535,185.8, FS Credit Opportunities Corp - $509,667.47, and Fidelity Enhanced International ETF - $466,976.19. 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: Tesla, Inc - $1.24M, Zscaler Inc - $248,884.89, Guggenheim Strategic Opportunities Fund - $149,685.93, Rubrik, Inc - $114,640.02, and CoreWeave, Inc - $102,757.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Newman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.21M earned over time. The largest contributors to dividend income include Pimco Dynamic Income Fund - $1.41M, WisdomTree Emerging Markets ex-China Fund - $510,369.34, Calamos Autocallable Income ETF - $490,590.21, FS Credit Opportunities Corp - $439,868.07, and PIMCO Corporate & Income Opportunity Fund - $400,084.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Newman's monthly returns?
Daniel Newman'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 Daniel Newman's strategy be considered aggressive or moderate?
Daniel Newman'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 Daniel Newman's strategy?
Daniel Newman'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.
2026 © Marketlog. All Rights Reserved.
