Heather LeVar Portfolio
Invests via Roxbury Financial LLC | Managed by Heather LeVar, Jonathan LeVar
Invests via Roxbury Financial LLC
Managed by Heather LeVar, Jonathan LeVar
Automatically Tracked
Veteran growth-stage operator and investor with deep expertise in scaling SaaS and consumer platforms; Heather LeVar has led product, go-to-market and partnerships teams at multiple startups and advised venture portfolios. Known for driving revenue expansion, customer-first product strategy and integrations with enterprise channels. Active angel investor and board advisor, complements operating skillset with executive-level finance and corporate development experience.
Veteran growth-stage operator and investor with deep expertise in scaling SaaS and consumer platforms; Heather LeVar has led product, go-to-market and partnerships teams at multiple startups and advised venture portfolios. Known for driving revenue expansion, customer-first product strategy and integrations with enterprise channels. Active angel investor and board advisor, complements operating skillset with executive-level finance and corporate development experience.
Investment Philosophy & Strategy
Heavily operational, focuses on growth-stage SaaS and consumer platform investments that can scale via product-led growth, revenue expansion and partner channel integrations. Prioritizes companies with clear go-to-market motion, strong unit economics and enterprise or platform integration potential. Deploys angel and seed capital alongside active board/advisor roles, using hands-on GTM, partnerships and corporate development expertise to de-risk execution. Time horizon is growth-oriented with concentration on driving ARR expansion and customer-first product adoption.
Heavily operational, focuses on growth-stage SaaS and consumer platform investments that can scale via product-led growth, revenue expansion and partner channel integrations. Prioritizes companies with clear go-to-market motion, strong unit economics and enterprise or platform integration potential. Deploys angel and seed capital alongside active board/advisor roles, using hands-on GTM, partnerships and corporate development expertise to de-risk execution. Time horizon is growth-oriented with concentration on driving ARR expansion and customer-first product adoption.
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:
0.03%
Gain
Monthly
0%
Yearly
0.02%
Drawdown
18.6%
$127.24M
Equity
Holdings
$127.24M
Investment
$104.69M
$22.6M
Profit -$302,970.11
Realized
$43,797.63
Unrealized
$22.55M
Dividends
$2.68M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$302,970.11
Win %
77%
This Week
Compared To Last Week
Gain
0.3%
Profit
$380,077.7
Win %
77%
This Month
Compared to last month
Gain
1.18%
Profit
$1.49M
Win %
77%
This Year
Compared to last year
Gain
1.15%
Profit
$1.44M
Win %
75%
TRV The Travelers Companies, Inc.
+8.44%
+$171 
EQNR Equinor ASA Sponsored ADR
+4.17%
+$152.96 
BE Bloom Energy Corporation
+3.18%
+$45.99 
E Eni S.p.A. Sponsored ADR
+3.14%
+$45.3 
GE General Electric Company
+3.01%
+$3,572.34 
QURE uniQure N.V.
+3%
+$238.26 
ABT Abbott Laboratories
+2.9%
+$3,596.11 
LYB LyondellBasell Industries N.V.
+2.89%
+$340.68 
SU Suncor Energy Inc.
+2.85%
+$13,002.68 
FTAI FTAI Aviation Ltd.
+2.75%
+$22.4 
CB Chubb Limited
+2.73%
+$52,273.4 
NAMS NewAmsterdam Pharma Co. N.V.
+2.59%
+$453.16 
MRK Merck & Co., Inc.
+2.55%
+$19,178.58 
SIGI Selective Insurance Group Inc.
+2.39%
+$4,012.8 
SHEL Shell plc
+2.39%
+$2,161.95 
PANW Palo Alto Networks, Inc.
+2.35%
+$7,885 
PSX Phillips 66
+2.27%
+$501.6 
CSCO Cisco Systems, Inc.
+2.24%
+$418.2 
CLBK Columbia Financial Inc.
+2.23%
+$7,686 
USL United States 12 Month Oil Fund, LP
+2.17%
+$2,469.79 
BMY Bristol-Myers Squibb Company
+2.15%
+$639.6 
TTE TotalEnergies SE
+2.12%
+$4,884.3 
RVMD Revolution Medicines Inc.
+2.12%
+$440.74 
CANC Tema Oncology ETF
+2.05%
+$3,273.35 
HWM Howmet Aerospace Inc.
+1.86%
+$277.75 
RKLB Rocket Lab Corporation
+1.86%
+$125 
MO Altria Group, Inc.
+1.82%
+$7,611.59 
AFL Aflac Inc.
+1.82%
+$17,850.94 
INSM Insmed Inc.
+1.78%
+$28.7 
MU Micron Technology, Inc.
+1.76%
+$5,030.04 
VTR Ventas Inc.
+1.75%
+$1,803.19 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$18,056.27 
LMT Lockheed Martin Corporation
+1.69%
+$27,767.32 
WELL Welltower Inc.
+1.68%
+$796.74 
RTX RTX Corporation
+1.68%
+$26,871.36 
MPC Marathon Petroleum Corporation
+1.66%
+$81.28 
PGR Progressive Corporation
+1.62%
+$760.38 
ITA iShares U.S. Aerospace & Defense ETF
+1.62%
+$18,073.67 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.58%
+$191.76 
GD General Dynamics Corporation
+1.57%
+$7,551.6 
XOM Exxon Mobil Corporation
+1.55%
+$1,735.69 
MCK McKesson Corporation
+1.54%
+$30,357.63 
CVX Chevron Corporation
+1.53%
+$18,315.84 
VLO Valero Energy Corporation
+1.53%
+$82.62 
LHX L3Harris Technologies, Inc.
+1.53%
+$2,122.26 
TGT Target Corporation
+1.51%
+$224.72 
JNJ Johnson & Johnson
+1.49%
+$17,738.5 
SYY Sysco Corporation
+1.48%
+$182.25 
AMTM Amentum Holdings, Inc.
+1.44%
+$35.4 
BP BP p.l.c. Sponsored ADR
+1.42%
+$44.46 
T AT&T Inc.
+1.41%
+$548.08 
EMR Emerson Electric Co.
+1.37%
+$6,138.9 
ACB Aurora Cannabis Inc.
+1.36%
+$0.1 
CVS CVS Health Corporation
+1.36%
+$671.92 
WFC Wells Fargo & Company
+1.33%
+$33,988.05 
ABBV AbbVie Inc.
+1.33%
+$13,271.85 
GILD Gilead Sciences Inc.
+1.31%
+$1,696.92 
VZ Verizon Communications Inc.
+1.31%
+$1,867.6 
APD Air Products and Chemicals, Inc.
+1.28%
+$217.74 
LLY Eli Lilly and Company
+1.22%
+$3,832.4 
LOAR Loar Holdings Inc.
+1.2%
+$249 
ED Consolidated Edison, Inc.
+1.19%
+$50.92 
CALM Cal-Maine Foods Inc.
+1.16%
+$7,318.95 
PRU Prudential Financial, Inc.
+1.13%
+$15,502.46 
PM Philip Morris International Inc.
+1.11%
+$3,999.5 
XLE Energy Select Sector SPDR Fund
+1.1%
+$6,071.94 
TAP Molson Coors Beverage Company
+1.09%
+$244.79 
D Dominion Energy, Inc.
+1.09%
+$0.78 
XAR SPDR S&P Aerospace & Defense ETF
+1.08%
+$719.36 
PEG Public Service Enterprise Group Incorporated
+1.08%
+$937.4 
MAIN Main Street Capital Corporation
+1.08%
+$241.2 
WMT Walmart Inc.
+1.08%
+$26,925.67 
AEP American Electric Power Company, Inc.
+1.07%
+$144.84 
FENY Fidelity MSCI Energy Index ETF
+1.06%
+$7,336.5 
ORCL Oracle Corporation
+1.03%
+$1,585.92 
SOBO South Bow Corporation
+1.02%
+$433.51 
CRWD CrowdStrike Holdings, Inc.
+0.99%
+$32.16 
IHAK iShares Cybersecurity and Tech ETF
+0.98%
+$1.24 
PH Parker-Hannifin Corporation
+0.96%
+$2,180.08 
PFGC Performance Food Group Co.
+0.95%
+$87.48 
BJ BJ's Wholesale Club Holdings, Inc.
+0.95%
+$246.4 
MSI Motorola Solutions, Inc.
+0.93%
+$34.83 
DGX Quest Diagnostics Inc.
+0.93%
+$102.82 
SO The Southern Company
+0.93%
+$803.67 
CCI Crown Castle Inc.
+0.9%
+$266.96 
REGN Regeneron Pharmaceuticals, Inc.
+0.88%
+$53.73 
NVS Novartis AG Sponsored ADR
+0.87%
+$5,030.06 
F Ford Motor Company
+0.87%
+$14.39 
UNP Union Pacific Corporation
+0.85%
+$491.52 
KMB Kimberly-Clark Corporation
+0.84%
+$149.96 
DE Deere & Company
+0.81%
+$896.99 
MDLZ Mondelez International, Inc.
+0.81%
+$795 
SRE Sempra
+0.79%
+$54.76 
HDV iShares Core High Dividend ETF
+0.79%
+$404.32 
DUK Duke Energy Corporation
+0.79%
+$10,576.17 
AMT American Tower Corporation
+0.78%
+$182.09 
TPL Texas Pacific Land Corporation
+0.78%
+$96.9 
KVUE Kenvue Inc.
+0.76%
+$8.99 
EUAD STOXX Europe Aerospace & Defense ETF
+0.76%
+$205.16 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$73.45 
GEV GE Vernova Inc.
+0.71%
+$333 
BLCV iShares Large Cap Value Active ETF
+0.69%
+$1,753.11 
PG Procter & Gamble Co
+0.66%
+$8,037.99 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.66%
+$299.48 
FUTY Fidelity MSCI Utilities Index ETF
+0.66%
+$622.16 
EQIX Equinix, Inc.
+0.65%
+$2,242.3 
EVRG Evergy Inc.
+0.62%
+$215.46 
PFE Pfizer Inc.
+0.62%
+$431.06 
EQR Equity Residential
+0.61%
+$29.24 
SPLV Invesco S&P 500 Low Volatility ETF
+0.61%
+$302.21 
MET MetLife Inc.
+0.61%
+$1,937.43 
BAC Bank of America Corporation
+0.6%
+$997.15 
NJR New Jersey Resources Corporation
+0.6%
+$314.18 
AEE Ameren Corporation
+0.59%
+$195.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.58%
+$460.8 
PFFR InfraCap REIT Preferred ETF
+0.56%
+$13.9 
MCS Marcus Corporation
+0.56%
+$19.25 
NEE NextEra Energy, Inc.
+0.55%
+$544.5 
MMM 3M Company
+0.54%
+$116.16 
VNQ Vanguard Real Estate ETF
+0.52%
+$204.88 
PHYS Sprott Physical Gold Trust
+0.5%
+$81.6 
HESM Hess Midstream LP
+0.5%
+$12.8 
DVY iShares Select Dividend ETF
+0.49%
+$304.94 
GIS General Mills, Inc.
+0.48%
+$55.5 
CP Canadian Pacific Kansas City Limited
+0.47%
+$589.6 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.46%
+$14,202.25 
OKE ONEOK, Inc.
+0.46%
+$456.23 
GLD SPDR Gold Shares
+0.45%
+$708.48 
IAU iShares Gold Trust
+0.45%
+$3.35 
DLR Digital Realty Trust, Inc.
+0.44%
+$283.36 
JPM JPMorgan Chase & Co.
+0.44%
+$12,619.42 
ALLE Allegion plc
+0.43%
+$13.8 
VHT Vanguard Health Care ETF
+0.43%
+$169 
FHLC Fidelity MSCI Health Care Index ETF
+0.42%
+$8,098.53 
VTV Vanguard Value ETF
+0.42%
+$3,590.76 
FE FirstEnergy Corp.
+0.42%
+$664 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$271.15 
XLV Health Care Select Sector SPDR Fund
+0.4%
+$131.84 
TRP TC Energy Corporation
+0.39%
+$1,594.45 
VOE Vanguard Mid-Cap Value ETF
+0.38%
+$128.65 
EPD Enterprise Products Partners L.P.
+0.37%
+$867.16 
FBCV Fidelity Blue Chip Value ETF
+0.35%
+$612.62 
UL Unilever PLC Sponsored American Depositary Receipt
+0.35%
+$99.66 
AMLP Alerian MLP ETF
+0.34%
+$696.71 
RY Royal Bank of Canada
+0.34%
+$328.56 
TWLO Twilio Inc.
+0.33%
+$99.96 
XLI Industrial Select Sector SPDR Fund
+0.33%
+$254.88 
TFC Truist Financial Corporation
+0.28%
+$1,337.4 
CL Colgate-Palmolive Company
+0.28%
+$131.3 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$10.11 
HAL Halliburton Company
+0.27%
+$26.79 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.27%
+$40.02 
MDT Medtronic plc
+0.26%
+$290.4 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.25%
+$53.55 
FIDU Fidelity MSCI Industrials Index ETF
+0.23%
+$3,213.1 
SGU Star Group L.P.
+0.23%
+$299.4 
J Jacobs Solutions Inc.
+0.23%
+$33.6 
FELV Fidelity Enhanced Large Cap Value ETF
+0.22%
+$1,014.75 
CSX CSX Corporation
+0.21%
+$520.8 
PNW Pinnacle West Capital Corporation
+0.2%
+$12.76 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$1,851.32 
VIS Vanguard Industrials ETF
+0.19%
+$87.77 
FBND Fidelity Total Bond ETF
+0.19%
+$375.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$795.73 
AMGN Amgen Inc.
+0.18%
+$1,275.94 
RS Reliance Inc.
+0.15%
+$124.44 
LIN Linde plc
+0.14%
+$168.72 
DEA Easterly Government Properties, Inc.
+0.14%
+$3.81 
AZN AstraZeneca PLC American Depositary Shares
+0.14%
+$34.73 
WM Waste Management, Inc.
+0.14%
+$36.96 
UPS United Parcel Service, Inc.
+0.12%
+$58.58 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$70.74 
FLTB Fidelity Limited Term Bond ETF
+0.11%
+$116.55 
KMI Kinder Morgan, Inc.
+0.11%
+$90.89 
ROKU Roku, Inc.
+0.11%
+$1.4 
WDAY Workday Inc.
+0.1%
+$11.25 
COST Costco Wholesale Corporation
+0.1%
+$1,095.42 
IUSV iShares Core S&P U.S. Value ETF
+0.1%
+$306.24 
AMP Ameriprise Financial, Inc.
+0.09%
+$18 
AZO AutoZone Inc.
+0.09%
+$79.52 
SOLS Sollensys Corp
+0.09%
+$14.7 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$13 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.07%
+$45.48 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$23.98 
IWD iShares Russell 1000 Value ETF
+0.04%
+$337.32 
FTSL First Trust Senior Loan ETF
+0.03%
+$38.31 
FXE Invesco CurrencyShares Euro Trust
+0.03%
+$4.26 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$85.06 
BAM
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CGC
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FHEQ
0%
$0 
LAC
0%
$0 
MFSG
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.87%
-$2,625.7 
CDNS Cadence Design Systems, Inc.
-10.74%
-$352.53 
NFLX Netflix, Inc.
-8.73%
-$39,245.03 
AMAT Applied Materials, Inc.
-4.69%
-$736.96 
META Meta Platforms Inc Class A
-4.6%
-$19,204.25 
SKM SK Telecom Co., Ltd.
-4.58%
-$435.05 
GRAB Grab Holdings Limited
-4.29%
-$120 
CDE Coeur Mining, Inc.
-4.09%
-$450.12 
GLXY Galaxy Digital Inc. Class A Common Stock
-4.03%
-$487.8 
RC Ready Capital Corporation
-3.96%
-$2.79 
CIFR Cipher Mining Inc.
-3.89%
-$52.44 
MELI MercadoLibre, Inc.
-3.31%
-$27,704.93 
NOK Nokia Corporation Sponsored ADR
-2.94%
-$28.06 
CLS Celestica Inc.
-2.89%
-$439.5 
INTC Intel Corporation
-2.89%
-$126 
GLW Corning Incorporated
-2.88%
-$2,229.84 
TSLA Tesla, Inc.
-2.86%
-$6,216 
CCJ Cameco Corporation
-2.74%
-$81.26 
SYK Stryker Corporation
-2.68%
-$514.17 
WMG Warner Music Group Corp.
-2.61%
-$31.29 
LRCX Lam Research Corporation
-2.6%
-$4,181.66 
UBER Uber Technologies, Inc.
-2.59%
-$2,056.32 
BKNG Booking Holdings Inc.
-2.58%
-$971.04 
AMD Advanced Micro Devices, Inc.
-2.53%
-$266.49 
ACN Accenture plc Class A
-2.52%
-$7.3 
FDIG Fidelity Crypto Industry & Digital Payments ETF
-2.49%
-$82.82 
SMH VanEck Semiconductor ETF
-2.41%
-$1,000.83 
SHOP Shopify Inc.
-2.37%
-$296.5 
MSFT Microsoft Corp.
-2.36%
-$132,598.8 
IBM International Business Machines Corporation
-2.35%
-$41,647.24 
XOVR ERShares Private-Public Crossover ETF
-2.33%
-$156.83 
APO Apollo Global Management, Inc.
-2.25%
-$558.78 
GOOG Alphabet Inc
-2.13%
-$3,690.19 
SOXX iShares Semiconductor ETF
-2.11%
-$3,308.43 
GOOGL Alphabet Inc
-2.1%
-$134,378.98 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.09%
-$2,498.49 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.08%
-$28,207.75 
TXN Texas Instruments Inc
-2.07%
-$1,751.6 
KO The Coca-Cola Company
-2.02%
-$24,226.2 
NVDA NVIDIA Corporation
-2.01%
-$35,206.08 
OMC Omnicom Group Inc.
-1.97%
-$39.84 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$285.73 
PTRN Pattern Group Inc.
-1.92%
-$1,664.44 
IBKR Interactive Brokers Group Inc.
-1.9%
-$154.44 
PLTR Palantir Technologies Inc.
-1.82%
-$504.68 
ANET Arista Networks, Inc.
-1.8%
-$463.59 
V Visa Inc. Class A
-1.78%
-$72,091.03 
ING ING Groep N.V. Sponsored ADR
-1.75%
-$1,005.67 
TRI Thomson Reuters Corp.
-1.74%
-$104.92 
COF Capital One Financial Corporation
-1.72%
-$3,733.95 
CFG Citizens Financial Group, Inc.
-1.72%
-$428.8 
IBOT VanEck Robotics ETF
-1.72%
-$55.19 
OWL Blue Owl Capital Inc.
-1.72%
-$167.97 
XLC Communication Services Select Sector SPDR Fund
-1.68%
-$718.2 
UAL United Airlines Holdings, Inc.
-1.68%
-$358.2 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$1,934.04 
JETS U.S. Global Jets ETF
-1.66%
-$1,368.12 
RDDT Reddit Inc Class A
-1.64%
-$3,090.68 
IDRV iShares Self-Driving EV and Tech ETF
-1.64%
-$61.8 
GS The Goldman Sachs Group, Inc.
-1.64%
-$4,907.33 
ARTY iShares Future AI & Tech ETF
-1.6%
-$7.42 
JBLU JetBlue Airways Corporation
-1.6%
-$4,537.35 
ELV Elevance Health, Inc.
-1.58%
-$2,664.54 
IYW iShares U.S. Technology ETF
-1.58%
-$72.77 
ITGR Integer Holdings Corporation
-1.58%
-$78.5 
FSLR First Solar, Inc.
-1.55%
-$39.48 
MA Mastercard Incorporated
-1.53%
-$665.18 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$9.52 
VUG Vanguard Growth ETF
-1.52%
-$3,409.8 
AMCR Amcor plc
-1.52%
-$68.68 
CGXU Capital Group International Focus Equity ETF
-1.48%
-$567.76 
RBRK Rubrik, Inc.
-1.47%
-$29.25 
ABNB Airbnb, Inc.
-1.45%
-$1,007.8 
AVDV Avantis International Small Cap Value ETF
-1.44%
-$72 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$376.92 
AXP American Express Company
-1.44%
-$1,302.69 
UBS UBS Group AG
-1.43%
-$159.12 
ADI Analog Devices, Inc.
-1.43%
-$6,307.71 
QCOM QUALCOMM Incorporated
-1.42%
-$215.38 
DAL Delta Air Lines, Inc.
-1.39%
-$549.48 
VONG Vanguard Russell 1000 Growth Fund
-1.38%
-$3,109.76 
GDXJ VanEck Junior Gold Miners ETF
-1.37%
-$153.67 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$857.22 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.31%
-$817 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.31%
-$1,034.18 
RYN Rayonier Inc.
-1.29%
-$35.34 
IUSG iShares Core S&P U.S. Growth ETF
-1.26%
-$905.17 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$1,869.66 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.22%
-$51,528.2 
XME SPDR S&P Metals & Mining ETF
-1.21%
-$172.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.16%
-$632.73 
FTEC Fidelity MSCI Information Technology Index ETF
-1.14%
-$330.72 
WCMI First Trust WCM International Equity ETF
-1.13%
-$5,775.76 
VGT Vanguard Information Technology ETF
-1.1%
-$1,614.06 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.08%
-$25.2 
NASA Tema Space Innovators ETF
-1.08%
-$654.48 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$372.09 
FBCG Fidelity Blue Chip Growth Fund
-1.07%
-$53,317.05 
IGV iShares Expanded Tech-Software Sector ETF
-1.07%
-$5,808 
BLK BlackRock, Inc.
-1.06%
-$8,839.48 
GRBK Green Brick Partners Inc.
-1.06%
-$1,684.8 
MS Morgan Stanley
-1.06%
-$876.96 
EFG iShares MSCI EAFE Growth ETF
-1.06%
-$94.72 
MAR Marriott International Inc. - Class A
-1.05%
-$717.6 
AVGO Broadcom Inc.
-1.04%
-$2,646.16 
LAZ Lazard Ltd.
-1.02%
-$437.88 
GDX VanEck Gold Miners ETF
-1.02%
-$639.48 
OSCR Oscar Health, Inc.
-1%
-$5,452.58 
DDOG Datadog, Inc. Class A Common Stock
-0.99%
-$1,528.1 
TT Trane Technologies plc
-0.99%
-$173.53 
C Citigroup Inc.
-0.96%
-$189.23 
LOW Lowe's Companies Inc.
-0.96%
-$13,163.13 
MSDL Morgan Stanley Direct Lending Corp.
-0.95%
-$24.45 
B BARRICK MINING CORP Common Stock (ABR0)
-0.92%
-$167.68 
ON ON Semiconductor Corporation
-0.88%
-$105.35 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$282.54 
BX Blackstone Inc.
-0.86%
-$147.63 
PAX Patria Investments Ltd. - Class A
-0.86%
-$440.8 
CRM Salesforce Inc
-0.85%
-$5,805.03 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$662.25 
TM Toyota Motor Corporation
-0.76%
-$304.64 
ITW Illinois Tool Works Inc.
-0.74%
-$4,416.17 
BTG B2Gold Corp
-0.74%
-$153.84 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.73%
-$101.17 
EFA iShares MSCI EAFE ETF
-0.71%
-$404.99 
NKE Nike, Inc. - Class B
-0.71%
-$154.35 
MTB M&T Bank Corporation
-0.7%
-$1,018.51 
VOO Vanguard S&P 500 ETF
-0.69%
-$1,401.25 
IVV iShares Core S&P 500 ETF
-0.69%
-$29,135.25 
IR Ingersoll Rand Inc.
-0.68%
-$116 
KBDC Kayne Anderson BDC Inc.
-0.68%
-$15.96 
SCHB Schwab U.S. Broad Market ETF
-0.67%
-$588.99 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$1,966.5 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$4,325.11 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$109.04 
RCAT Red Cat Holdings, Inc.
-0.65%
-$5 
IWB iShares Russell 1000 ETF
-0.64%
-$923.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$385.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$1,941.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.63%
-$57.2 
SBUX Starbucks Corporation
-0.62%
-$8.04 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.61%
-$133.87 
HLT Hilton Worldwide Holdings Inc.
-0.59%
-$132.48 
FCX Freeport-McMoRan Inc.
-0.58%
-$201.62 
CAIE Calamos Autocallable Income ETF
-0.57%
-$452.89 
PAG Penske Automotive Group Inc.
-0.54%
-$93.5 
RIVN Rivian Automotive, Inc.
-0.53%
-$1.35 
ADP Automatic Data Processing Inc.
-0.51%
-$4,710.2 
ROP Roper Technologies Inc.
-0.5%
-$1,358.44 
NNE Nano Nuclear Energy Inc.
-0.49%
-$3.36 
IYG iShares U.S. Financial Services ETF
-0.49%
-$140.9 
SCHW Charles Schwab Corporation
-0.49%
-$114 
VOT Vanguard Mid-Cap Growth ETF
-0.48%
-$155.65 
FDX FedEx Corporation
-0.47%
-$8.94 
FELC Fidelity Enhanced Large Cap Core ETF
-0.46%
-$1,045.2 
HSBC HSBC Holdings plc Sponsored ADR
-0.46%
-$77.28 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$14.95 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.44%
-$4,777.52 
FNCL Fidelity MSCI Financials Index ETF
-0.4%
-$2,641.28 
NOW ServiceNow, Inc.
-0.39%
-$40 
HTGC Hercules Capital Inc.
-0.37%
-$9.6 
FEP First Trust Europe AlphaDEX Fund
-0.36%
-$696.45 
VB Vanguard Small-Cap ETF
-0.35%
-$131.87 
FSMD Fidelity Small-Mid Multifactor ETF
-0.34%
-$4,160.8 
JQUA JPMorgan U.S. Quality Factor ETF
-0.34%
-$78.4 
EFV iShares MSCI EAFE Value ETF
-0.32%
-$18.61 
IWN iShares Russell 2000 Value ETF
-0.32%
-$198 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$187.68 
SWK Stanley Black & Decker Inc.
-0.3%
-$379.77 
BXSL Blackstone Secured Lending Fund
-0.29%
-$7.28 
FDRR Fidelity Dividend ETF for Rising Rates
-0.28%
-$2.62 
MLM Martin Marietta Materials, Inc.
-0.27%
-$145.36 
FYEE Fidelity Yield Enhanced Equity Fund
-0.27%
-$136.48 
ARM Arm Holdings plc American Depositary Receipt
-0.27%
-$32.66 
JCI Johnson Controls International plc
-0.27%
-$53.2 
SLV iShares Silver Trust
-0.27%
-$2.7 
XMHQ Invesco S&P MidCap Quality ETF
-0.27%
-$1.2 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.26%
-$60.99 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$69.3 
VRSK Verisk Analytics Inc.
-0.23%
-$34.6 
CAT Caterpillar Inc.
-0.23%
-$6,302.33 
CWB SPDR Bloomberg Convertible Securities ETF
-0.23%
-$127.88 
PNC The PNC Financial Services Group, Inc.
-0.21%
-$648.54 
IWM iShares Russell 2000 ETF
-0.21%
-$293.26 
IWR iShares Russell Mid-Cap ETF
-0.21%
-$205.39 
PAYX Paychex Inc.
-0.2%
-$23 
XLF Financial Select Sector SPDR Fund
-0.19%
-$105.38 
AVY Avery Dennison Corporation
-0.18%
-$74.4 
FDVV Fidelity High Dividend ETF
-0.18%
-$134.9 
BCE BCE Inc.
-0.16%
-$3.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$106.2 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.13%
-$19.32 
PEP PepsiCo, Inc.
-0.1%
-$105.69 
AMZN Amazon.com Inc
-0.1%
-$4,144.66 
BWXT Bwx Technologies Inc.
-0.09%
-$0.8 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.08%
-$0.04 
PFF iShares Preferred and Income Securities ETF
-0.08%
-$35.2 
HD The Home Depot, Inc.
-0.08%
-$410.4 
MAS Masco Corporation
-0.07%
-$6 
SCHM Schwab U.S. Mid-Cap ETF
-0.07%
-$33.75 
MOS Mosaic Company
-0.07%
-$5.03 
AAPL Apple Inc.
-0.07%
-$2,824.8 
FDLO Fidelity Low Volatility Factor ETF
-0.06%
-$685.35 
MCD McDonald's Corporation
-0.06%
-$684.64 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$704.06 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.05%
-$4.96 
DON WisdomTree U.S. MidCap Dividend Fund
-0.04%
-$7.97 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$10.62 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$20.11 
BINC iShares Flexible Income Active ETF
-0.02%
-$96.82 
MUB iShares National Muni Bond ETF
-0.02%
-$3.22 Events
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Dividends
Dividend Analysis
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| Trades 1919 | Longs Won 1324/1919 68% | Profit Factor 6.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $99,283.3 |
| Average Win $19,964.21 | Best Trade (Jul 16) $3.19M | Sharpe Ratio -164.87 |
| Average Loss -$6,449.25 | Worst Trade (Jul 10) -$524,443.3 | Z-Score 21.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $11,774.52 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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