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:
15.25%
Gain -0.15%
Monthly
0.71%
Yearly
8.89%
Drawdown
12.16%
$220.78M
Equity
Holdings
$220.78M
Investment
$201.61M
$22.18M
Profit -$180,640.53
Realized
$3.01M
Unrealized
$19.17M
Dividends
$8.91M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$180,640.53
Win %
62%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$180,640.53
Win %
62%
This Month
Compared to last month
Gain
2.58%
Profit
$5.56M
Win %
62%
This Year
Compared to last year
Gain
0.88%
Profit
$1.92M
Win %
62%
AMZN Amazon.com Inc
+15.32%
+$402,075.41 
SPSC SPS Commerce Inc.
+11.48%
+$143.64 
VFL abrdn National Municipal Income Fund
+9.7%
+$89,750 
GTES Gates Industrial Corporation plc
+8.53%
+$127.6 
ETN Eaton Corporation plc
+7.32%
+$1,047.47 
GOOG Alphabet Inc
+6.88%
+$8,384.05 
GOOGL Alphabet Inc
+6.73%
+$116,978.82 
VRT Vertiv Holdings Co
+6.18%
+$2,842.14 
ANET Arista Networks, Inc.
+5.46%
+$65.31 
VIAV Viavi Solutions Inc.
+5.42%
+$19 
GVA Granite Construction Incorporated
+5.26%
+$72.6 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$5,040.5 
FTNT Fortinet Inc.
+4.99%
+$38.5 
SOLS Sollensys Corp
+4.84%
+$130.66 
INOD Innodata Inc.
+4.59%
+$30.36 
SNPS Synopsys, Inc.
+4.41%
+$32.86 
CACI Caci International Inc.
+4.27%
+$102 
ACLS Axcelis Technologies, Inc.
+4.13%
+$25.85 
PLXS Plexus Corp.
+3.86%
+$37.4 
MDB MongoDB Inc.
+3.56%
+$255.2 
TWLO Twilio Inc.
+3.36%
+$3,108.85 
TT Trane Technologies plc
+3.33%
+$29.34 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
+3.3%
+$14,003.5 
META Meta Platforms Inc Class A
+3.28%
+$7,938.32 
ARES Ares Management Corporation
+3.2%
+$714.6 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$2,040 
PATH Uipath Inc.
+3.15%
+$60.84 
ESI Element Solutions Inc.
+3.12%
+$39.96 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$676.8 
MSFT Microsoft Corp.
+3.02%
+$32,592.64 
LITE Lumentum Holdings Inc.
+2.99%
+$3,767.4 
MHK Mohawk Industries, Inc.
+2.96%
+$74.34 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$679.65 
NVDA NVIDIA Corporation
+2.93%
+$105,726.49 
NXG NXG NextGen Infrastructure Income Fund
+2.79%
+$13,627.6 
BOTT Themes Robotic & Automation ETF
+2.78%
+$787.6 
CRNC Cerence Inc.
+2.77%
+$10.12 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$28.56 
BKSY BlackSky Technology Inc.
+2.63%
+$13.57 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$347 
VERX Vertex Inc.
+2.46%
+$31 
OII Oceaneering International, Inc.
+2.39%
+$33.06 
CVX Chevron Corporation
+2.37%
+$246.24 
AEF abrdn Emerging Markets Equity Income Fund, Inc.
+2.33%
+$714 
MRVL Marvell Technology, Inc.
+2.32%
+$25.56 
ORLY O'Reilly Automotive Inc.
+2.28%
+$25.87 
GLW Corning Incorporated
+2.24%
+$15.15 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$8,508.4 
WDC Western Digital Corporation
+2.21%
+$23.6 
CDNS Cadence Design Systems, Inc.
+2.16%
+$14.4 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$23.03 
CSCO Cisco Systems, Inc.
+2.14%
+$46.17 
KEYS Keysight Technologies, Inc.
+2.04%
+$19.17 
ECG Everus Construction Group, Inc.
+2.02%
+$12.45 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$1,674.25 
CET Central Securities Corporation
+1.99%
+$1,492.4 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+1.95%
+$211.5 
JCI Johnson Controls International plc
+1.93%
+$16.68 
AVAV AeroVironment Inc.
+1.91%
+$70 
PANW Palo Alto Networks, Inc.
+1.89%
+$30.75 
IONQ IonQ, Inc.
+1.87%
+$67 
ABSI Absci Corporation
+1.83%
+$24.22 
CRM Salesforce Inc
+1.83%
+$698.41 
EAT Brinker International Inc.
+1.83%
+$23.04 
HWM Howmet Aerospace Inc.
+1.8%
+$1,085.64 
BSTZ BlackRock Science and Technology Term Trust
+1.75%
+$23,532.25 
SES SES AI Corporation
+1.66%
+$2.25 
ZTS Zoetis Inc.
+1.66%
+$10.08 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+1.65%
+$11,036.57 
FDTX Fidelity Disruptive Technology ETF
+1.64%
+$820 
SHEL Shell plc
+1.62%
+$2,772.42 
ACN Accenture plc Class A
+1.61%
+$21.04 
BSX Boston Scientific Corporation
+1.59%
+$362.81 
SAP SAP SE Sponsored ADR
+1.51%
+$27.4 
PAYC Paycom Software, Inc.
+1.51%
+$78.08 
VSEC VSE Corporation
+1.48%
+$8.52 
BOX Box Inc.
+1.48%
+$41.86 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$347.58 
MAC The Macerich Company
+1.45%
+$24.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$120.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1,392 
NOC Northrop Grumman Corporation
+1.43%
+$175.49 
PH Parker-Hannifin Corporation
+1.43%
+$13.74 
PWR Quanta Services Inc.
+1.43%
+$1,603.98 
GE General Electric Company
+1.42%
+$30.18 
KN Knowles Corporation
+1.41%
+$24.48 
SPUC Simplify US Equity PLUS Upside Convexity ETF
+1.4%
+$12.24 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$39,541.39 
FMY First Trust Mortgage Income Fund
+1.4%
+$7,678.88 
FEMR Fidelity Enhanced Emerging Markets ETF
+1.39%
+$81 
KLAC KLA Corporation
+1.38%
+$17.43 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$249 
CIEN Ciena Corporation
+1.34%
+$9.96 
BST BlackRock Science and Technology Trust
+1.29%
+$4,012 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$20.65 
LRGE ClearBridge Large Cap Growth ESG ETF
+1.23%
+$714.7 
COP ConocoPhillips
+1.22%
+$37.7 
ESE Esco Technologies Inc.
+1.21%
+$15.12 
WFC Wells Fargo & Company
+1.19%
+$22.44 
MRCY Mercury Systems Inc.
+1.18%
+$9.04 
AMAT Applied Materials, Inc.
+1.18%
+$1,498.61 
JHI John Hancock Investors Trust
+1.15%
+$2,827.5 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.14%
+$772.56 
SANM Sanmina Corporation
+1.13%
+$10.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$201.02 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$332.5 
ILDR First Trust Innovation Leaders ETF
+1.11%
+$110 
VUG Vanguard Growth ETF
+1.1%
+$639.84 
VEEV Veeva Systems Inc.
+1.1%
+$11.1 
EQT EQT Corporation
+1.1%
+$481.98 
RBRK Rubrik, Inc.
+1.09%
+$848.64 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.06%
+$6.12 
JEDI Defiance Drone & Modern Warfare ETF
+1.06%
+$384.75 
NOW ServiceNow, Inc.
+1.05%
+$12,829.6 
NBIS Nebius Group N.V.
+1.05%
+$198 
KEN Kenon Holdings Ltd.
+1.05%
+$11.9 
PDX PIMCO Dynamic Income Strategy Fund
+1.04%
+$11,313.5 
LAZ Lazard Ltd.
+1.02%
+$14.19 
SPYC Simplify US Equity PLUS Convexity ETF
+1.02%
+$6,081.78 
ITAN Sparkline Intangible Value ETF
+1.02%
+$280.15 
ADBE Adobe Inc.
+1.01%
+$12.55 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$8.8 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$234.5 
BKR Baker Hughes Company
+0.98%
+$15.93 
ADP Automatic Data Processing Inc.
+0.98%
+$31.08 
ALRM Alarm.com Holdings Inc.
+0.98%
+$16.43 
PDYN Palladyne AI Corp
+0.96%
+$3.85 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,664.32 
AROC Archrock Inc.
+0.96%
+$12.24 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$3.27 
TTE TotalEnergies SE
+0.95%
+$19.09 
OEF iShares S&P 100 ETF
+0.95%
+$145.32 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$21.5 
ASTS AST SpaceMobile, Inc.
+0.92%
+$162 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$49.7 
UNP Union Pacific Corporation
+0.92%
+$98.79 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$40.89 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$36,162.54 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$384 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.89%
+$5,249.14 
SCHW Charles Schwab Corporation
+0.87%
+$4,039.49 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$10.35 
DLY DoubleLine Yield Opportunities Fund
+0.86%
+$13,102.2 
IBM International Business Machines Corporation
+0.86%
+$21.01 
PWB Invesco Large Cap Growth ETF
+0.86%
+$45.5 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$3,140.96 
CNQ Canadian Natural Resources Limited
+0.85%
+$14.8 
GEV GE Vernova Inc.
+0.85%
+$1,130.16 
SU Suncor Energy Inc.
+0.82%
+$15.95 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$3 
MCD McDonald's Corporation
+0.82%
+$72.6 
QDTE Roundhill Innovation-100 ETF
+0.81%
+$920 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,679.96 
FORM FormFactor Inc.
+0.78%
+$5.74 
ZWS Zurn Elkay Water Solutions Corporation
+0.78%
+$13.26 
KGS Kodiak Gas Services Inc.
+0.77%
+$5.4 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$27.3 
TSLA Tesla, Inc.
+0.76%
+$434.24 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$669.28 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$21,594.2 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$200 
DLO DLocal Limited
+0.73%
+$1.1 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$71.94 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,873.9 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,418.71 
MYRG Myr Group Inc.
+0.72%
+$4.76 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$150 
AGIX KraneShares AI and Tech ETF
+0.71%
+$5.1 
VOO Vanguard S&P 500 ETF
+0.71%
+$685.27 
AME Ametek Inc.
+0.71%
+$73.1 
CAT Caterpillar Inc.
+0.7%
+$181.44 
ROP Roper Technologies Inc.
+0.7%
+$10.88 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$118.8 
BMY Bristol-Myers Squibb Company
+0.69%
+$7.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,405.12 
TSI TCW Strategic Income Fund Inc.
+0.68%
+$8,302.41 
LPL Lg Display Co., Ltd. - ADR
+0.67%
+$2.88 
QTUM Defiance Quantum ETF
+0.67%
+$865.74 
DOW Dow Inc.
+0.67%
+$30 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$47.25 
PLTR Palantir Technologies Inc.
+0.65%
+$5,539.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$20,796.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$47.5 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$1,377 
BANX ArrowMark Financial Corp.
+0.64%
+$13,935.61 
IWB iShares Russell 1000 ETF
+0.64%
+$12.9 
PTNQ Pacer Trendpilot 100 ETF
+0.62%
+$615.6 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$27.2 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$697 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+0.61%
+$166.6 
RGTI Rigetti Computing Inc
+0.61%
+$36 
TER Teradyne, Inc.
+0.6%
+$114.4 
FOCT FT Vest U.S. Equity Buffer ETF
+0.59%
+$124.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$217.92 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$3,706.24 
VSCO Victoria's Secret & Co.
+0.58%
+$4.08 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$299.3 
MO Altria Group, Inc.
+0.57%
+$4.29 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.57%
+$12.87 
DGRE WisdomTree Emerging Markets Fund
+0.57%
+$9,631.22 
CAIE Calamos Autocallable Income ETF
+0.56%
+$17,445.45 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$81.67 
APH Amphenol Corporation
+0.55%
+$7.04 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
+0.55%
+$5,018 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$266.63 
NOCT Innovator Growth-100 Power Buffer ETF
+0.54%
+$957.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$329.8 
STX Seagate Technology Holdings plc
+0.52%
+$4.45 
GUG Guggenheim Active Allocation Fund
+0.52%
+$216 
PSX Phillips 66
+0.51%
+$55.08 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.51%
+$56.25 
Q Qnity Electronics Inc.
+0.51%
+$89.76 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$210 
FDD First Trust STOXX European Select Dividend Index Fund
+0.5%
+$100 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.5%
+$64 
ACWI iShares MSCI ACWI ETF
+0.49%
+$30.8 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$11.9 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$4,420.82 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.49%
+$43.8 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$1,196.47 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$10,374.18 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$400 
MOH Molina Healthcare Inc.
+0.47%
+$5.52 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.47%
+$17,423.7 
UNOV Innovator U.S. Equity Ultra Fund
+0.47%
+$418 
AXON Axon Enterprise, Inc.
+0.47%
+$73.8 
FJUL FT Vest US Equity Buffer ETF
+0.47%
+$14 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.47%
+$430 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$10.44 
BMO Bank of Montreal
+0.47%
+$9.96 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.46%
+$93.34 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$349.6 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$22.75 
IWD iShares Russell 1000 Value ETF
+0.44%
+$355.2 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
+0.44%
+$64.8 
PAYX Paychex Inc.
+0.44%
+$6.12 
ENPH Enphase Energy, Inc.
+0.43%
+$1.92 
BCV Bancroft Fund Ltd.
+0.42%
+$100 
GJUL FT Vest US Equity Moderate Class B
+0.42%
+$146.4 
CSX CSX Corporation
+0.42%
+$102.06 
RKLB Rocket Lab Corporation
+0.42%
+$40.5 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$2,576.34 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$16,105.5 
WFC-PL Wells Fargo & Company
+0.41%
+$62.27 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$3.06 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+0.4%
+$166.44 
GJAN FT Vest US Equity Moderate Fund B
+0.39%
+$1,171.95 
RTX RTX Corporation
+0.39%
+$29.4 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$1.9 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.39%
+$3,220.09 
WEA Western Asset Premier Bond Fund
+0.39%
+$146 
GOCT FT Vest US Equity Moderate Fund
+0.38%
+$204 
VLO Valero Energy Corporation
+0.38%
+$15.47 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$1,182.99 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$110.97 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.38%
+$968.89 
AVGO Broadcom Inc.
+0.37%
+$979.2 
PG Procter & Gamble Co
+0.37%
+$40.28 
NJUL Innovator Growth 100 Power Buffer ETF
+0.37%
+$130.62 
JHS John Hancock Income Securities Trust
+0.37%
+$84 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,841.4 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.36%
+$5.21 
BAC Bank of America Corporation
+0.36%
+$221.76 
ZION Zions Bancorporation, National Association
+0.35%
+$68.4 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$96 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$293.9 
NAPR Innovator Growth 100 Power Buffer Fund
+0.34%
+$20.1 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$59.85 
NBB Nuveen Taxable Municipal Income Fund
+0.33%
+$2,387.5 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
+0.32%
+$39.76 
AZO AutoZone Inc.
+0.32%
+$9.68 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$367.5 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$80 
FSS Federal Signal Corp.
+0.32%
+$5.2 
GD General Dynamics Corporation
+0.32%
+$29.28 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
+0.32%
+$32 
MRK Merck & Co., Inc.
+0.32%
+$112.34 
RA Brookfield Real Assets Income Fund Inc.
+0.31%
+$5,414.4 
JXN Jackson Financial Inc.
+0.31%
+$1.52 
NPO EnPro Industries Inc.
+0.31%
+$3.88 
SMH VanEck Semiconductor ETF
+0.3%
+$581.91 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$118.61 
RHP Ryman Hospitality Properties, Inc.
+0.3%
+$6.8 
GMAR FT Vest US Equity Moderate B Fund
+0.3%
+$1,079.56 
IAC People Incorporated
+0.29%
+$3.96 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$540 
PFN PIMCO Income Strategy Fund II
+0.28%
+$1,373.24 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
+0.28%
+$160 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$369.09 
JPM JPMorgan Chase & Co.
+0.27%
+$1,691.06 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$11.1 
FT Franklin Universal Trust
+0.25%
+$76 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.25%
+$182.28 
WCC Wesco International Inc.
+0.24%
+$13.12 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.24%
+$234.9 
CM Canadian Imperial Bank of Commerce
+0.24%
+$2.8 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.23%
+$36 
PCQ PIMCO California Municipal Income Fund
+0.23%
+$273.08 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.23%
+$426.61 
WDI Western Asset Diversified Income Fund
+0.23%
+$51 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.22%
+$2,078.7 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$6,638.98 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$46 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$806 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
+0.21%
+$3,375.76 
JNJ Johnson & Johnson
+0.21%
+$65.72 
PSF Cohen & Steers Select Preferred and Income Fund
+0.21%
+$802.2 
FIW First Trust Water ETF
+0.2%
+$18.48 
ADI Analog Devices, Inc.
+0.2%
+$2.22 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.2%
+$56.92 
MKC-V McCormick & Company, Incorporated
+0.2%
+$2 
KFY Korn Ferry
+0.2%
+$4.16 
CMI Cummins Inc.
+0.19%
+$98.82 
OGE Oge Energy Corp.
+0.19%
+$31.5 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.19%
+$29.02 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$85.5 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$80 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$3,629.92 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$78 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,153.65 
INTU Intuit Inc.
+0.18%
+$17.67 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$18 
USB U.S. Bancorp
+0.17%
+$41.25 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$135 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$178.2 
MS Morgan Stanley
+0.17%
+$65.16 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.17%
+$2,470.89 
SWZ Total Return Securities Fund
+0.17%
+$428.82 
AWI Armstrong World Industries, Inc.
+0.17%
+$4.64 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$31.01 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1.75 
KNSL Kinsale Capital Group Inc.
+0.15%
+$2.75 
AFK VanEck Vectors Africa Index ETF
+0.15%
+$1.52 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$112.66 
CB Chubb Limited
+0.15%
+$15.9 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$1,620.32 
JANH Innovative Premium Income Fund 2020
+0.14%
+$16.2 
DELL Dell Technologies Inc.
+0.14%
+$12.32 
PML PIMCO Municipal Income Fund II
+0.14%
+$879.91 
RMMZ RiverNorth Managed Duration Municipal Income Fund II, Inc.
+0.14%
+$124 
TD The Toronto-Dominion Bank
+0.13%
+$1.28 
ZAUG Innovator Equity Protector ETF - August Series
+0.13%
+$37 
SBI Western Asset Intermediate Bond Fund
+0.13%
+$447.63 
BBN BlackRock Taxable Municipal Bond Trust
+0.13%
+$1,514.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$8 
PWV Invesco Large Cap Value ETF
+0.12%
+$27.5 
SDHY PGIM Short Duration High Yield Fund
+0.12%
+$314.42 
DTE DTE Energy Company
+0.12%
+$2.04 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.12%
+$4,514.94 
MMM 3M Company
+0.12%
+$1.47 
PECO Phillips Edison & Company, Inc.
+0.12%
+$4.4 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$30.4 
TXUE Thornburg International Equity ETF
+0.11%
+$2,997 
ISRG Intuitive Surgical, Inc.
+0.1%
+$5.4 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$3.48 
C Citigroup Inc.
+0.1%
+$1.69 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$20 
GDO Western Asset Global Corporate Opportunity Fund
+0.1%
+$13 
PMO Putnam Municipal Opportunities Fund
+0.1%
+$824.71 
WM Waste Management, Inc.
+0.1%
+$0.66 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$1,628.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$267.66 
ELFY ALPS Electrification Infrastructure ETF
+0.09%
+$258.63 
WMT Walmart Inc.
+0.09%
+$447.21 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$31.91 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$21.6 
ABT Abbott Laboratories
+0.09%
+$20.79 
SNOV FT Vest US Small Cap Moderate Fund
+0.09%
+$58.49 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$98.36 
KDEC INN US Small Cap Beta ETF
+0.08%
+$51 
SOXX iShares Semiconductor ETF
+0.07%
+$5.04 
EPRT Essential Properties Realty Trust, Inc.
+0.06%
+$2.06 
HNDL NASDAQ 7 Handl Index ETF
+0.06%
+$11.44 
DIS The Walt Disney Company
+0.06%
+$0.82 
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
+0.05%
+$62.85 
TJUL Innovator Equity Defined Protection ETF 0725
+0.05%
+$6.39 
SHV iShares Short Treasury Bond ETF
+0.03%
+$39.72 
RSMR FT Vest U.S. Equity Equal Weight Buffer ETF - March
+0.03%
+$327.42 
CBTO Calamos Bitcoin 80 Series Structured Alt Protection ETF – October
+0.03%
+$19 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$1.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$116.79 
BMN BlackRock 2037 Municipal Target Term Trust
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
ABI VictoryShares Pioneer Asset-Based Income ETF
0%
$0 BKT
BKT
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 QMMY
QMMY
0%
$0 
PHK PIMCO High Income Fund
0%
$0 
EHI Western Asset Global High Income Fund Inc.
0%
$0 
BGB Blackstone Strategic Credit Fund
0%
$0 
BGX Blackstone Long-Short Credit Fund
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
IGI Western Asset Investment Grade Opportunity Fund
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 
RDDT Reddit Inc Class A
-20.99%
-$4,671.25 
WU Western Union Co.
-17.3%
-$263.34 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-17.12%
-$535.86 
CTVA Corteva Inc.
-11.9%
-$4,772.87 
PTCT PTC Therapeutics, Inc.
-9.94%
-$75.1 
QBTS D-Wave Quantum Inc.
-9.84%
-$14,425.5 
NVO Novo Nordisk A/S Sponsored ADR
-8.79%
-$90.7 
AAPL Apple Inc.
-7.35%
-$552,827.92 
KRYS Krystal Biotech Inc.
-7.01%
-$77.19 
NXPI NXP Semiconductors N.V.
-6.53%
-$224 
SYK Stryker Corporation
-6.42%
-$67.02 
LIN Linde plc
-5.95%
-$90.78 
MU Micron Technology, Inc.
-5.9%
-$22,200.87 
OKLO Oklo Inc.
-5.5%
-$904 
SNDK SanDisk Corporation
-5.09%
-$65.13 
DJT Trump Media & Technology Group Corp.
-5.01%
-$13 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$54.56 
SPOT Spotify Technology S.A.
-4.34%
-$2,697.73 
SHOP Shopify Inc.
-4.29%
-$588 
MARA MARA Holdings Inc
-4.23%
-$33 
VKTX Viking Therapeutics Inc.
-4.14%
-$375.38 
WPM Wheaton Precious Metals Corp.
-3.84%
-$43.5 
ASA ASA Gold and Precious Metals Limited
-3.72%
-$111,209.49 
ZEO Esgen Acquisition Corp.
-3.65%
-$16.64 
AEM Agnico Eagle Mines Limited
-3.63%
-$54.8 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$32.28 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$67.76 
CMG Chipotle Mexican Grill, Inc.
-3.32%
-$204.8 
CORT Corcept Therapeutics Incorporated
-3.24%
-$34.47 
GPN Global Payments Inc.
-3.18%
-$234.6 
ETHA iShares Ethereum Trust
-3.03%
-$1,852.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$4,281.75 
IBIT iShares Bitcoin Trust
-2.89%
-$8,167.3 
CRWV CoreWeave, Inc.
-2.88%
-$4,845.75 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$719.29 
BITO ProShares Bitcoin ETF
-2.85%
-$79.5 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$59.52 
ETH Ethan Allen Interiors Inc
-2.84%
-$474.24 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$45.48 
TGTX TG Therapeutics, Inc.
-2.8%
-$1,260 
IBKR Interactive Brokers Group Inc.
-2.75%
-$298.8 
LUMN Lumen Technologies Inc.
-2.74%
-$14.76 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$45.78 
EQIX Equinix, Inc.
-2.7%
-$28.25 
POOL Pool Corporation
-2.61%
-$49.7 
PALL abrdn Physical Palladium Shares ETF
-2.6%
-$1,246.2 
DXYZ Destiny Tech100 Inc.
-2.6%
-$24,410.37 
GDLC Grayscale Digital Large Cap Fund LLC
-2.56%
-$1,009.5 
ABBV AbbVie Inc.
-2.51%
-$45.29 
KF Korea Fund Inc.
-2.46%
-$700 
KMX CarMax Inc.
-2.45%
-$40.32 
RAL Ralliant Corporation
-2.43%
-$27.71 
ICE Intercontinental Exchange, Inc.
-2.42%
-$45.48 
PKX Posco Holdings Inc.
-2.42%
-$38.28 
VAW Vanguard Materials ETF
-2.38%
-$559.29 
UUUU Energy Fuels Inc.
-2.31%
-$54 
ARKK ARK Innovation ETF Fund
-2.28%
-$166 
MTN Vail Resorts, Inc.
-2.25%
-$602 
BA Boeing Company
-2.15%
-$23.8 
SLV iShares Silver Trust
-2.13%
-$11,980.26 
CCJ Cameco Corporation
-2.1%
-$74 
ALKS Alkermes plc
-2.08%
-$23.92 
APLD Applied Digital Corporation
-2.07%
-$464 
NFLX Netflix, Inc.
-2%
-$423.4 
WF Woori Financial Group Inc. Sponsored ADR
-1.95%
-$56.17 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,093.33 
LW Lamb Weston Holdings, Inc.
-1.87%
-$18 
MC Moelis & Company
-1.86%
-$30.48 
SYF Synchrony Financial
-1.79%
-$30.36 
ETSY Etsy Inc.
-1.77%
-$19.11 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$17.68 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,166.55 
NBH Neuberger Berman Municipal Fund Inc.
-1.64%
-$12,854.21 
AON Aon plc
-1.64%
-$24.08 
BHP BHP Group Ltd.
-1.64%
-$26.79 
BRW Saba Capital Income & Opportunities Fund
-1.64%
-$2,325.84 
SQ Block, Inc.
-1.64%
-$1,431 
AGX Argan Inc.
-1.63%
-$9.44 
SNOW Snowflake Inc.
-1.62%
-$6,704.63 
CBTY Calamos Bitcoin 80 Series Structured Alt Protection ETF – July
-1.58%
-$1,389.46 
LRCX Lam Research Corporation
-1.58%
-$263.2 
NET Cloudflare Inc.
-1.56%
-$1,102.5 
OUNZ VanEck Merk Gold Trust
-1.52%
-$135.6 
GLD SPDR Gold Shares
-1.49%
-$78,927.14 
IAU iShares Gold Trust
-1.46%
-$24,223.81 
NVS Novartis AG Sponsored ADR
-1.45%
-$18.32 
PTGX Protagonist Therapeutics Inc.
-1.44%
-$16 
PLUG Plug Power Inc.
-1.44%
-$75 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$2,233.8 
GLBE Global-E Online Ltd.
-1.41%
-$2,102.8 
NVTS Navitas Semiconductor Corporation
-1.36%
-$8.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$157.08 
JBTM JBT Marel Corporation
-1.35%
-$13.3 
SNEX StoneX Group Inc.
-1.35%
-$11.03 
DD DuPont de Nemours, Inc.
-1.32%
-$184 
KEP Korea Electric Power Corporation Sponsored ADR
-1.32%
-$9.12 
TTD The Trade Desk, Inc. Class A
-1.31%
-$33.6 
LEN-B Lennar Corporation
-1.3%
-$14.84 
TM Toyota Motor Corporation
-1.28%
-$22.14 
MDLZ Mondelez International, Inc.
-1.22%
-$20.02 
UBS UBS Group AG
-1.22%
-$13.65 
TJX The TJX Companies, Inc.
-1.21%
-$961.91 
IQI Invesco Quality Municipal Income Trust
-1.2%
-$240 
SABA Saba Capital Income & Opportunities Fund II
-1.2%
-$150 
SKYW SkyWest Inc.
-1.19%
-$18.06 
SHW The Sherwin-Williams Company
-1.16%
-$19.95 
AVB AvalonBay Communities, Inc.
-1.16%
-$69.44 
NEE NextEra Energy, Inc.
-1.15%
-$271.69 
DE Deere & Company
-1.13%
-$47.6 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$12,787.41 
RCL Royal Caribbean Group
-1.13%
-$10.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$857.82 
TXN Texas Instruments Inc
-1.08%
-$283.88 
PLD Prologis Inc.
-1.08%
-$63.2 
MCK McKesson Corporation
-1.08%
-$9.32 
GKOS Glaukos Corporation
-1.07%
-$10.8 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$51.2 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$21 
INTC Intel Corporation
-1.02%
-$20.46 
KO The Coca-Cola Company
-1.02%
-$25.2 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$11.9 
XOM Exxon Mobil Corporation
-0.97%
-$316.71 
SOFI SoFi Technologies, Inc.
-0.97%
-$32 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$13.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$14.56 
TRNO Terreno Realty Corporation
-0.94%
-$27.88 
PONY Pony AI Inc.
-0.88%
-$59.5 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$225 
PGR Progressive Corporation
-0.87%
-$11.16 
O Realty Income Corporation
-0.87%
-$50.4 
VSAT Viasat Inc.
-0.86%
-$7.37 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.85%
-$5,058.99 
ATO Atmos Energy Corporation
-0.85%
-$296 
TRMB Trimble Inc.
-0.84%
-$14.4 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$76.95 
GILD Gilead Sciences Inc.
-0.81%
-$9.63 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$184.5 
COPX Global X Copper Miners ETF
-0.81%
-$320 
SRET Global X SuperDividend REIT ETF
-0.8%
-$4.55 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$32.4 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$552 
PYPL PayPal Holdings Inc
-0.76%
-$476.08 
ULTA Ulta Beauty Inc.
-0.76%
-$23.4 
CVS CVS Health Corporation
-0.75%
-$6.32 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$262.5 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$4,997.76 
MA Mastercard Incorporated
-0.74%
-$4,513.5 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$1,224 
GSK GSK plc Sponsored ADR
-0.73%
-$6.08 
BCS Barclays PLC Sponsored ADR
-0.72%
-$13 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$1,810.61 
VPU Vanguard Utilities ETF
-0.71%
-$14.96 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$783 
DASH DoorDash, Inc.
-0.69%
-$6.85 
MUA BlackRock MuniAssets Fund, Inc.
-0.69%
-$6,244.21 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$988.11 
PDI Pimco Dynamic Income Fund
-0.68%
-$59,131.27 
DUK Duke Energy Corporation
-0.67%
-$195.72 
LKQ LKQ Corporation
-0.66%
-$7.8 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$93.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,911.47 
LEO BNY Mellon Strategic Municipals, Inc.
-0.65%
-$918.24 
AMGN Amgen Inc.
-0.64%
-$7.44 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,183.2 
NXP Nuveen Select Tax-Free Income Portfolio
-0.63%
-$118.44 
BE Bloom Energy Corporation
-0.63%
-$196.5 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$10.72 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,214.56 
BTT BlackRock Municipal 2030 Target Term Trust
-0.62%
-$511.42 
PM Philip Morris International Inc.
-0.61%
-$8.26 
ECL Ecolab Inc.
-0.61%
-$10.26 
INEQ Columbia International Equity Income ETF
-0.61%
-$126 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$4,786.95 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.6%
-$167 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$32 
CARY Angel Oak Income ETF
-0.59%
-$11,865.84 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.58%
-$233.31 
SCHF Schwab International Equity ETF
-0.58%
-$947.04 
EVN Eaton Vance Municipal Income Trust
-0.57%
-$349.2 
TAIL Cambria Tail Risk ETF
-0.57%
-$0.66 
VLTO Veralto Corporation
-0.57%
-$23.22 
SBUX Starbucks Corporation
-0.57%
-$135 
DHR Danaher Corporation
-0.56%
-$95.35 
MFM MFS Municipal Income Trust
-0.56%
-$1,102.8 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$19 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$139.68 
VNQ Vanguard Real Estate ETF
-0.54%
-$9,184.86 
VBF Invesco Bond Fund
-0.54%
-$213.6 
KIO KKR Income Opportunities Fund
-0.54%
-$48 
COF Capital One Financial Corporation
-0.54%
-$13.56 
CENT Central Garden & Pet Company
-0.53%
-$3.68 
LLY Eli Lilly and Company
-0.53%
-$3,696.39 
FDTS First Trust Developed Markets Small Cap AlphaDEX Fund
-0.53%
-$680 
NGG National Grid plc Sponsored ADR
-0.52%
-$11.76 
MATX Matson Inc.
-0.52%
-$4.24 
EIM Eaton Vance Municipal Bond Fund
-0.52%
-$448.7 
JMM Nuveen Multi-Market Income Fund
-0.52%
-$33 
PFL PIMCO Income Strategy Fund
-0.52%
-$1,530.48 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.51%
-$689.15 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$575 
LULU lululemon athletica inc.
-0.51%
-$27.23 
WELL Welltower Inc.
-0.51%
-$4.76 
SKM SK Telecom Co., Ltd.
-0.5%
-$4.16 
BTZ BlackRock Credit Allocation Income Trust
-0.5%
-$2,626.65 
SCHH Schwab U.S. REIT ETF
-0.49%
-$67.92 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$953.79 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.48%
-$103.5 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$154.53 
IWM iShares Russell 2000 ETF
-0.47%
-$2,276.8 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$420 
FHB First Hawaiian, Inc.
-0.47%
-$6.24 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$861.7 
SPG Simon Property Group, Inc.
-0.46%
-$71.69 
WSO Watsco Inc.
-0.46%
-$25.74 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.46%
-$4,481.82 
PEP PepsiCo, Inc.
-0.46%
-$128 
CPB The Campbell's Company
-0.45%
-$5.4 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$1,592.8 
TRV The Travelers Companies, Inc.
-0.43%
-$4.89 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$17.29 
FIGB Fidelity Investment Grade Bond ETF
-0.43%
-$11,346.54 
PAXS PIMCO Access Income Fund
-0.42%
-$7,558.02 
HD The Home Depot, Inc.
-0.42%
-$643.58 
MSD Morgan Stanley Emerging Markets Debt Fund
-0.41%
-$138 
FSCO FS Credit Opportunities Corp.
-0.4%
-$9,982.74 
MMD NYLI MacKay Municipal Opportunities Fund
-0.4%
-$7,482.48 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$26 
EMD Western Asset Emerging Markets Debt Fund Inc.
-0.38%
-$20 
PCF High Income Securities Fund
-0.38%
-$148.52 
AXP American Express Company
-0.38%
-$250.19 
CMS CMS Energy Corporation
-0.37%
-$10.53 
MDT Medtronic plc
-0.37%
-$3.52 
ARCC Ares Capital Corporation
-0.37%
-$42 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.37%
-$174.84 
ABNB Airbnb, Inc.
-0.37%
-$6.16 
FENI Fidelity Enhanced International ETF
-0.37%
-$20,372.25 
TMUS T-Mobile US, Inc.
-0.36%
-$5.04 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$140 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.34%
-$1,314.66 
PCN PIMCO Corporate & Income Strategy Fund
-0.34%
-$13,985.48 
ADSK Autodesk, Inc.
-0.33%
-$6.16 
CL Colgate-Palmolive Company
-0.33%
-$4.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$642.84 
DTH WisdomTree International High Dividend Fund
-0.31%
-$72 
CEG Constellation Energy Corporation
-0.31%
-$310.23 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.3%
-$24 
POWL Powell Industries Inc.
-0.3%
-$1.24 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$3.5 
RY Royal Bank of Canada
-0.29%
-$1.83 
SDY SPDR S&P Dividend ETF
-0.28%
-$106.04 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$820.88 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$319 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$440.18 
ISMD Inspire Small/Mid Cap ETF
-0.28%
-$40.5 
AFB AllianceBernstein National Municipal Income Fund
-0.28%
-$2,050.23 
CCI Crown Castle Inc.
-0.27%
-$15.33 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.27%
-$52 
JIG JPMorgan International Growth ETF
-0.27%
-$9.02 
FMN Federated Hermes Premier Municipal Income Fund
-0.27%
-$1,297.5 
VTV Vanguard Value ETF
-0.27%
-$194.11 
DMA Destra Multi-Alternative Fund
-0.27%
-$324.44 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$26.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$30.02 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$9,991.47 
IFN The India Fund, Inc.
-0.26%
-$22.5 
BX Blackstone Inc.
-0.25%
-$343.69 
IWN iShares Russell 2000 Value ETF
-0.25%
-$16.5 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$237.5 
FISV Fiserv, Inc.
-0.24%
-$10.4 
COST Costco Wholesale Corporation
-0.24%
-$462.83 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$526 
YJUN First Trust International Equity Moderate ETF
-0.23%
-$57.47 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$507.35 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,521.9 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$8,530.4 
BLDX Impax Global Infrastructure ETF
-0.23%
-$62.28 
VB Vanguard Small-Cap ETF
-0.22%
-$4,975.59 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$4 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$81 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$60.77 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$18.4 
KR Kroger Co.
-0.21%
-$144 
RFM RiverNorth Flexible Municipal Income Fund, Inc.
-0.2%
-$460.26 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$22.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$28.8 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$7,111.75 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.19%
-$36.6 
QRVO Qorvo Inc.
-0.19%
-$2.21 
IAPR Innovator International Developed Power Buffer ETF
-0.18%
-$72.85 
BKNG Booking Holdings Inc.
-0.18%
-$2.72 
JOF Japan Smaller Capitalization Fund Inc.
-0.18%
-$90 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$26 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,172.43 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-0.17%
-$170 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$5.4 
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$37.7 
FCOR Fidelity Corporate Bond ETF
-0.16%
-$209.25 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$226 
IJUN Innovator International Developed Power Buffer ETF - June
-0.16%
-$165.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$48 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.15%
-$36.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3.36 
ELV Elevance Health, Inc.
-0.15%
-$26.88 
MXL MaxLinear Inc.
-0.15%
-$0.7 
PNI PIMCO New York Municipal Income Fund II
-0.15%
-$221.27 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$30 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$370.5 
YSEP FT Vident International Equity Fund
-0.14%
-$1,091 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.14%
-$35 
UMAY Innovator U.S. Equity Ultra Fund
-0.13%
-$35 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$254.04 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.12%
-$1,446.34 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$60 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$60 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$105 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$2,484.57 
EZU iShares MSCI Eurozone ETF
-0.12%
-$16 
KTF DWS Municipal Income Trust
-0.11%
-$288.5 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.11%
-$360 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,006.48 
IOSP Innospec Inc.
-0.1%
-$1.71 
GRNB VanEck Green Bond ETF
-0.1%
-$32.5 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$27.5 
SFEB FT Vest US SC MB ETF-USD Inc.
-0.1%
-$20.8 
CEV Eaton Vance California Municipal Income Trust
-0.1%
-$13 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$330.22 
DMO Western Asset Mortgage Defined Opportunity Fund
-0.1%
-$398.37 
KMAY Innovator U.S. Small Cap Power Buffer ETF - May
-0.1%
-$29 
XC WisdomTree Emerging Markets ex-China Fund
-0.09%
-$3,788.76 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
-0.09%
-$34.8 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.09%
-$71.57 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$21.6 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$90.92 
BNS Bank of Nova Scotia
-0.08%
-$1.12 
FINS Angel Oak Financial Strategies Income Fund
-0.08%
-$2,316.15 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.08%
-$28.8 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$0.52 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$208.88 
ISEP Innovator International Developed Power Buffer ETF – September
-0.05%
-$9.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$410.76 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$5 
HOOD Robinhood Markets, Inc.
-0.05%
-$2.32 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.04%
-$65 
FULT Fulton Financial Corporation
-0.04%
-$0.57 
V Visa Inc. Class A
-0.04%
-$131.87 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$0.8 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
-0.04%
-$14.95 
RDFI Rareview Dynamic Fixed Income Fund
-0.03%
-$73.82 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.03%
-$14.04 
TGT Target Corporation
-0.03%
-$4.12 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$494.2 
ACA Arcosa Inc.
-0.02%
-$0.36 
UBER Uber Technologies, Inc.
-0.01%
-$3.83 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$41.5 Events
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Dividends
Dividend Analysis
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| Trades 2292 | Longs Won 1457/2292 63% | Profit Factor 3.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $82,814.9 |
| Average Win $22,219.34 | Best Trade (Aug 26) $1.95M | Sharpe Ratio -10.9 |
| Average Loss -$12,319.68 | Worst Trade (Aug 21) -$942,697.5 | Z-Score 4.42 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $9,677.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,546 | $5.21M | $6.96M | - | $1.76M | 33.75% | -7.354% |
| ABBV AbbVie Inc. | 7 | $1,761 | $1,756.58 | - | -$4.42 | -0.25% | -2.513% |
| ABI VictoryShares Pioneer Asset-Based Income ETF | 1,600 | $39,696 | $39,744 | - | $48 | 0.12% | 0.0 |
| ABNB Airbnb, Inc. | 11 | $1,574 | $1,666.72 | - | $92.72 | 5.89% | -0.368% |
| ABSI Absci Corporation | 173 | $519 | $1,345.94 | - | $826.94 | 159.33% | +1.832% |
| ABT Abbott Laboratories | 231 | $25,882.59 | $24,416.7 | - | -$1,465.89 | -5.66% | +0.085% |
| ACA Arcosa Inc. | 12 | $1,743 | $1,742.4 | - | -$0.6 | -0.03% | -0.021% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 6,500 | $150,448 | $148,070 | - | -$2,378 | -1.58% | -0.044% |
| ACLS Axcelis Technologies, Inc. | 5 | $947 | $651.9 | - | -$295.1 | -31.16% | +4.129% |
| ACN Accenture plc Class A | 8 | $2,814.37 | $1,327.36 | - | -$1,487.01 | -52.84% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 40 | $5,535 | $6,257.2 | - | $722.2 | 13.05% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 200 | $10,432.12 | $15,050 | - | $4,617.88 | 44.27% | -0.172% |
| ADBE Adobe Inc. | 5 | $1,025 | $1,252.05 | - | $227.05 | 22.15% | +1.013% |
| ADI Analog Devices, Inc. | 3 | $1,192 | $1,102.23 | - | -$89.77 | -7.53% | +0.202% |
| ADP Automatic Data Processing Inc. | 12 | $2,687 | $3,197.52 | - | $510.52 | 19% | +0.982% |
| ADSK Autodesk, Inc. | 8 | $1,555 | $1,873.6 | - | $318.6 | 20.49% | -0.328% |
| AEF abrdn Emerging Markets Equity Income Fund, Inc. | 3,570 | $34,272 | $31,344.6 | - | -$2,927.4 | -8.54% | +2.331% |
| AEM Agnico Eagle Mines Limited | 10 | $1,551 | $1,452.7 | - | -$98.3 | -6.34% | -3.635% |
| AFB AllianceBernstein National Municipal Income Fund | 68,341 | $741,352.98 | $743,550.08 | - | $2,197.1 | 0.3% | -0.275% |
| AFK VanEck Vectors Africa Index ETF | 38 | $978.55 | $992.94 | - | $14.39 | 1.47% | +0.153% |
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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 - $1.21M, Fidelity Enhanced Mid Cap ETF - $670,313.45, WisdomTree Emerging Markets ex-China Fund - $520,030.76, FS Credit Opportunities Corp - $480,018.73, and Fidelity Enhanced International ETF - $438,455.04. 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 - $149,063.67, Rubrik, Inc - $114,640.02, and CoreWeave, Inc - $96,789.79. 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 $8.91M earned over time. The largest contributors to dividend income include Pimco Dynamic Income Fund - $1.17M, WisdomTree Emerging Markets ex-China Fund - $495,214.3, Calamos Autocallable Income ETF - $454,161.78, FS Credit Opportunities Corp - $410,219.33, and PIMCO Corporate & Income Opportunity Fund - $317,354.04. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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 may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
