BP
Brett Pohl Portfolio
Invests via Kingdom Financial Group LLC | Managed by Kingdom Financial Group LLC, AE Wealth Management LLC
Invests via Kingdom Financial Group LLC
Managed by Kingdom Financial Group LLC, AE Wealth Management LLC
Automatically Tracked
Brett Pohl Profile
Brett Pohl has established a strong presence in the finance sector, marked by his extensive experience across various investment disciplines. His career encompasses leadership roles in private equity and venture capital, where he has been instrumental in scaling innovative startups and guiding growth-stage companies through strategic expansions. With a keen focus on operational excellence and market positioning, he adeptly identifies emerging opportunities that drive long-term value creation. This expertise not only contributes to enhancing corporate performance but also underscores his relevance as an influential player within capital markets.
Brett Pohl has established a strong presence in the finance sector, marked by his extensive experience across various investment disciplines. His career encompasses leadership roles in private equity and venture capital, where he has been instrumental in scaling innovative startups and guiding growth-stage companies through strategic expansions. With a keen focus on operational excellence and market positioning, he adeptly identifies emerging opportunities that drive long-term value creation. This expertise not only contributes to enhancing corporate performance but also underscores his relevance as an influential player within capital markets.
Investment Philosophy & Strategy
With a strategic focus on scaling innovation, Brett Pohl leverages his extensive background in private equity and venture capital to identify promising startups poised for growth. His hands-on experience enables him to pinpoint operational improvements that enhance market competitiveness while fostering robust value creation. By merging analytical rigor with entrepreneurial insights, he champions business models that not only adapt but thrive in dynamic environments. His commitment to identifying transformative opportunities sets the stage for substantial returns over the long term.
With a strategic focus on scaling innovation, Brett Pohl leverages his extensive background in private equity and venture capital to identify promising startups poised for growth. His hands-on experience enables him to pinpoint operational improvements that enhance market competitiveness while fostering robust value creation. By merging analytical rigor with entrepreneurial insights, he champions business models that not only adapt but thrive in dynamic environments. His commitment to identifying transformative opportunities sets the stage for substantial returns over the long term.
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:
34.89%
Gain +1.26%
Monthly
0.86%
Yearly
10.87%
Drawdown
12.1%
$377.96M
Equity
Holdings
$377.96M
Investment
$341.57M
$52.82M
Profit +$3.04M
Realized
$16.43M
Unrealized
$36.39M
Dividends
$12.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.26%
Profit
$3.04M
Win %
66%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.11M
Win %
66%
This Month
Compared to last month
Gain
-2.09%
Profit
-$8.06M
Win %
66%
This Year
Compared to last year
Gain
8.29%
Profit
$28.92M
Win %
64%
AEHR Aehr Test Systems
+20.24%
+$783 
WDC Western Digital Corporation
+10.77%
+$87,746.56 
BE Bloom Energy Corporation
+10.64%
+$2,097 
SNDK SanDisk Corporation
+9.98%
+$35,252.66 
MMM 3M Company
+9.62%
+$566.1 
TER Teradyne, Inc.
+9.09%
+$16,347.86 
STX Seagate Technology Holdings plc
+9.08%
+$84,785.76 
APLD Applied Digital Corporation
+8.04%
+$20.16 
CRNT Ceragon Networks Ltd.
+7.78%
+$35.48 
APPS Digital Turbine Inc.
+7.43%
+$7,449.92 
COHR Coherent Corp.
+7.39%
+$24,596.77 
MU Micron Technology, Inc.
+7.33%
+$158,499.95 
LITE Lumentum Holdings Inc.
+6.71%
+$17,726.1 
AMAT Applied Materials, Inc.
+6.49%
+$1,843.29 
INTC Intel Corporation
+5.87%
+$22,469.41 
NOK Nokia Corporation Sponsored ADR
+5.85%
+$14.16 
DELL Dell Technologies Inc.
+5.43%
+$165.76 
BLOX Nicholas Crypto Income ETF
+4.82%
+$727.98 
STRL Sterling Infrastructure, Inc.
+4.7%
+$47,735.43 
ARM Arm Holdings plc American Depositary Receipt
+4.6%
+$657.2 
AMKR Amkor Technology Inc.
+4.59%
+$152.11 
ABAT American Battery Technology Company
+4.58%
+$10.29 
AMD Advanced Micro Devices, Inc.
+4.55%
+$6,460.62 
BAI iShares A.I. Innovation and Tech Active ETF
+4.48%
+$11,269.93 
OKLO Oklo Inc.
+4.46%
+$299.7 
LUMN Lumen Technologies Inc.
+4.39%
+$13.16 
ANET Arista Networks, Inc.
+4.06%
+$2,297.92 
KLAC KLA Corporation
+4.02%
+$750.6 
SOXX iShares Semiconductor ETF
+3.93%
+$21,855.95 
FCX Freeport-McMoRan Inc.
+3.86%
+$5,947.4 
AEIS Advanced Energy Industries Inc.
+3.83%
+$5,426.22 
TQQQ ProShares UltraPro QQQ
+3.8%
+$2.57 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+3.72%
+$1,346.67 
HPE Hewlett Packard Enterprise Company
+3.67%
+$338.44 
NVS Novartis AG Sponsored ADR
+3.64%
+$305.2 
SLV iShares Silver Trust
+3.63%
+$828.8 
ORCL Oracle Corporation
+3.62%
+$693.62 
WAT Waters Corporation
+3.6%
+$12.86 
QBTS D-Wave Quantum Inc.
+3.56%
+$59.5 
GM General Motors Company
+3.54%
+$112.56 
IX Orix Corporation Sponsored ADR
+3.52%
+$442.8 
SHOC SHOC US Semiconductor Equity ETF
+3.52%
+$2,253.16 
LRCX Lam Research Corporation
+3.48%
+$57,958.37 
FLEX Flex Ltd.
+3.47%
+$120.64 
ARTY iShares Future AI & Tech ETF
+3.46%
+$2,313.13 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$1,497.73 
XSD SPDR S&P Semiconductor ETF
+3.3%
+$943.63 
BEAM Beam Therapeutics Inc.
+3.27%
+$0.86 
ON ON Semiconductor Corporation
+3.21%
+$72.28 
ENVX Enovix Corporation
+3.17%
+$395.12 
ALEC Alector Inc.
+3.15%
+$2.16 
SCCO Southern Copper Corporation
+3.15%
+$8,931.71 
SMH VanEck Semiconductor ETF
+3.13%
+$46,085.81 
GEOS Geospace Technologies Corporation
+2.86%
+$37.83 
MPWR Monolithic Power Systems, Inc.
+2.83%
+$37.65 
IDR Idaho Strategic Resources, Inc.
+2.79%
+$110.88 
NBIX Neurocrine Biosciences Inc.
+2.76%
+$71.55 
A Agilent Technologies Inc.
+2.75%
+$17.9 
TXN Texas Instruments Inc
+2.75%
+$1,872 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.71%
+$309.72 
MTUM iShares MSCI USA Momentum Factor ETF
+2.68%
+$2,705.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.66%
+$122 
SMHX VanEck Vectors Semiconductor ETF
+2.62%
+$767.17 
RL Ralph Lauren Corporation
+2.53%
+$47.6 
FPX First Trust US Equity Opportunities ETF
+2.51%
+$9.22 
IBIT iShares Bitcoin Trust
+2.51%
+$2,169.12 
LIT GLOBAL X LITHIUM & BATTERY T
+2.5%
+$76.82 
CRS Carpenter Technology Corporation
+2.49%
+$18,159.48 
BITB Bitwise Bitcoin ETF
+2.49%
+$1,195.04 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.47%
+$82.6 
FDX FedEx Corporation
+2.46%
+$82.72 
VRT Vertiv Holdings Co
+2.44%
+$9,675.4 
OXY-WT Occidental Petroleum Corporation
+2.41%
+$100 
ARWR Arrowhead Pharmaceuticals Inc.
+2.37%
+$528.7 
CDNS Cadence Design Systems, Inc.
+2.35%
+$23.28 
C Citigroup Inc.
+2.35%
+$347.87 
RING iShares MSCI Global Gold Miners ETF
+2.33%
+$528.75 
GDX VanEck Gold Miners ETF
+2.25%
+$240.09 
CEG Constellation Energy Corporation
+2.24%
+$1,859.76 
AGEM Abrdn Emerging Market Dividend Allocator ETF
+2.22%
+$30,593.06 
ORN Orion Group Holdings Inc.
+2.21%
+$33.32 
TSLA Tesla, Inc.
+2.19%
+$8,004.56 
TTE TotalEnergies SE
+2.19%
+$47.79 
ING ING Groep N.V. Sponsored ADR
+2.17%
+$179.9 
SPMO Invesco S&P 500 Momentum ETF
+2.17%
+$1,227.74 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+2.17%
+$9.8 
EEM iShares MSCI Emerging Markets ETF
+2.15%
+$1,297.39 
BHP BHP Group Ltd.
+2.11%
+$164.9 
ISRG Intuitive Surgical, Inc.
+2.11%
+$22.35 
UNH UnitedHealth Group Incorporated
+2.1%
+$4,859.26 
MLI Mueller Industries Inc.
+2.09%
+$132.84 
IEMG iShares Core MSCI Emerging Markets ETF
+2.07%
+$256,230.4 
DFAE Dimensional Emerging Core Equity Market ETF
+2.06%
+$115.5 
AVXC Avantis Emerging Markets Ex China ETF
+2.01%
+$278.95 
NXPI NXP Semiconductors N.V.
+2.01%
+$107.2 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+2%
+$1,955.52 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.96%
+$1,019.05 
HPQ HP Inc.
+1.94%
+$100.11 
XLK State Street Technology Select Sector SPDR ETF
+1.89%
+$11,925.4 
AVEM Avantis Emerging Markets Equity ETF
+1.89%
+$97.73 
VST Vistra Corp
+1.87%
+$26.55 
APH Amphenol Corporation
+1.86%
+$456.4 
SDHC Smith Douglas Homes Corporation
+1.81%
+$0.27 
NUEM Nuveen ESG Emerging Markets Equity Fund
+1.76%
+$198.71 
EWJ iShares MSCI Japan ETF
+1.76%
+$84.27 
SNX TD Synnex Corporation
+1.76%
+$959.51 
MDB MongoDB Inc.
+1.72%
+$100.26 
SOLS Sollensys Corp
+1.68%
+$606.1 
CRL Charles River Laboratories International, Inc.
+1.68%
+$66.24 
ADI Analog Devices, Inc.
+1.67%
+$49.84 
MS Morgan Stanley
+1.67%
+$409.48 
BBJP JPMorgan BetaBuilders Japan Fund
+1.61%
+$173.46 
GEV GE Vernova Inc.
+1.61%
+$11,233.94 
EME EMCOR Group, Inc.
+1.6%
+$35.7 
WCMI First Trust WCM International Equity ETF
+1.6%
+$1,918.5 
CAT Caterpillar Inc.
+1.59%
+$1,882.38 
MRK Merck & Co., Inc.
+1.54%
+$520.88 
VGT Vanguard Information Technology ETF
+1.52%
+$949.44 
IGM iShares Expanded Tech Sector ETF
+1.52%
+$130.76 
HIMS Hims & Hers Health, Inc.
+1.5%
+$56.84 
SPEM SPDR Portfolio Emerging Markets ETF
+1.5%
+$698.25 
CORO Ishares International Country Rotational Active ETF
+1.48%
+$5,655.47 
AEM Agnico Eagle Mines Limited
+1.47%
+$82 
OII Oceaneering International, Inc.
+1.45%
+$620 
GSK GSK plc Sponsored ADR
+1.44%
+$25.92 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.43%
+$536.55 
ATRO Astronics Corporation
+1.42%
+$13,472.38 
KOMP SPDR S&P Kensho New Economies Composite ETF
+1.42%
+$171.12 
FLJP Franklin FTSE Japan ETF
+1.4%
+$3.24 
BIIB Biogen Inc.
+1.4%
+$41.85 
RIVN Rivian Automotive, Inc.
+1.39%
+$28.8 
UBS UBS Group AG
+1.39%
+$0.71 
ELV Elevance Health, Inc.
+1.38%
+$79.35 
CRUS Cirrus Logic, Inc.
+1.38%
+$1,831.42 
TEL TE Connectivity plc
+1.36%
+$82.8 
HSBC HSBC Holdings plc Sponsored ADR
+1.35%
+$227.8 
UPS United Parcel Service, Inc.
+1.35%
+$16.83 
ICLN iShares Global Clean Energy ETF
+1.35%
+$0.24 
SOUN SoundHound AI Inc.
+1.35%
+$17 
SNPS Synopsys, Inc.
+1.34%
+$2,535.01 
DJT Trump Media & Technology Group Corp.
+1.33%
+$49.01 
LMND Lemonade Inc.
+1.33%
+$36 
ADM Archer-Daniels-Midland Co
+1.33%
+$933.66 
IETC iShares U.S. Tech Independence Fund
+1.33%
+$300.81 
GTX Garrett Motion Inc.
+1.32%
+$26.14 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$3.77 
TM Toyota Motor Corporation
+1.29%
+$69.3 
BWA BorgWarner Inc.
+1.28%
+$22.91 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$22,076.95 
BLCR iShares Large Cap Core ACT ETF
+1.28%
+$983.32 
USAU U.S. Gold Corp.
+1.27%
+$18 
QQQM Invesco NASDAQ 100 ETF
+1.27%
+$430.58 
KALU Kaiser Aluminum Corporation
+1.25%
+$2,533.42 
NIO Nio Inc.
+1.25%
+$6 
IYW iShares U.S. Technology ETF
+1.23%
+$472 
NC NACCO Industries Inc.
+1.23%
+$0.57 
GS The Goldman Sachs Group, Inc.
+1.22%
+$5,301.9 
LRNZ TrueShares Technology, AI & Deep Learning ETF
+1.2%
+$17.17 
ICVT iShares Convertible Bond ETF
+1.2%
+$1,694.69 
XPO XPO Inc.
+1.19%
+$49.9 
ITRI Itron Inc.
+1.17%
+$2,981.88 
NWL Newell Brands Inc.
+1.17%
+$37.26 
CTA Simplify Managed Futures Strategy ETF
+1.17%
+$73.28 
GLD SPDR Gold Shares
+1.17%
+$262.3 
FCLD Fidelity Cloud Computing ETF
+1.17%
+$0.45 
CWB SPDR Bloomberg Convertible Securities ETF
+1.16%
+$304.55 
SJM The J.M. Smucker Company
+1.16%
+$7,597.2 
INCY Incyte Corporation
+1.15%
+$469.92 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.15%
+$2.4 
IAU iShares Gold Trust
+1.14%
+$423.12 
GLDM SPDR Gold MiniShares Trust
+1.14%
+$422.1 
QCOM QUALCOMM Incorporated
+1.13%
+$150.54 
NVDA NVIDIA Corporation
+1.11%
+$59,643.66 
FSK FS KKR Capital Corp.
+1.1%
+$402.96 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$44,871.57 
UNFI United Natural Foods Inc.
+1.09%
+$94.34 
IAUM iShares Gold Trust Micro
+1.09%
+$2,253.3 
AVDV Avantis International Small Cap Value ETF
+1.09%
+$311.91 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.08%
+$156.62 
HON Honeywell International Inc.
+1.07%
+$3,146.86 
IWY iShares Russell Top 200 Growth ETF
+1.07%
+$502,259.09 
AZN AstraZeneca PLC American Depositary Shares
+1.06%
+$119 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$445.48 
OWL Blue Owl Capital Inc.
+1.02%
+$0.19 
IXUS iShares Core International Stock ETF
+1%
+$371.07 
FBOT Fidelity Disruptive Automation ETF
+1%
+$182.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1%
+$7,834.95 
IWF iShares Russell 1000 Growth ETF
+1%
+$437.92 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.99%
+$40.7 
EOG EOG Resources, Inc.
+0.98%
+$88.96 
NULG Nuveen ESG Large-Cap Growth ETF
+0.98%
+$415.8 
SCHF Schwab International Equity ETF
+0.97%
+$863.2 
EFG iShares MSCI EAFE Growth ETF
+0.97%
+$135,357.3 
OXY Occidental Petroleum Corporation
+0.96%
+$594.66 
FBCG Fidelity Blue Chip Growth Fund
+0.95%
+$348.27 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.92%
+$1,005.75 
CSCO Cisco Systems, Inc.
+0.91%
+$9,041.99 
PSX Phillips 66
+0.9%
+$13.16 
XOM Exxon Mobil Corporation
+0.9%
+$12,172.16 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.89%
+$1.52 
JPM JPMorgan Chase & Co.
+0.89%
+$19,408.48 
AA Alcoa Corporation
+0.87%
+$1,027.9 
ETN Eaton Corporation plc
+0.87%
+$73.71 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.87%
+$113.91 
SCHM Schwab U.S. Mid-Cap ETF
+0.86%
+$325.2 
ULTA Ulta Beauty Inc.
+0.83%
+$20.3 
COP ConocoPhillips
+0.83%
+$166.08 
LEA Lear Corporation
+0.82%
+$20.7 
ELAN Elanco Animal Health Incorporated
+0.81%
+$14.35 
FENI Fidelity Enhanced International ETF
+0.81%
+$253.76 
BEN Franklin Resources Inc.
+0.81%
+$598.26 
HWM Howmet Aerospace Inc.
+0.8%
+$2,962.04 
XAR SPDR S&P Aerospace & Defense ETF
+0.79%
+$2,761.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.79%
+$1,059.84 
EQIX Equinix, Inc.
+0.79%
+$88.22 
EFA iShares MSCI EAFE ETF
+0.78%
+$496.8 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.78%
+$59.98 
XT iShares Future Exponential Technologies ETF
+0.77%
+$140.91 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.76%
+$2,719.61 
ABBV AbbVie Inc.
+0.75%
+$5,850.33 
QGRO American Century U.S. Quality Growth ETF
+0.75%
+$294.96 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$297.44 
AVGO Broadcom Inc.
+0.74%
+$25,174.17 
BP BP p.l.c. Sponsored ADR
+0.74%
+$1,528.61 
HALO Halozyme Therapeutics Inc.
+0.73%
+$14.64 
VOOG Vanguard S&P 500 Growth ETF
+0.73%
+$88.5 
GWX SPDR S&P International Small Cap ETF
+0.72%
+$50.22 
PKOH Park-Ohio Holdings Corp.
+0.72%
+$0.27 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$112,993.44 
GE General Electric Company
+0.71%
+$11,473.77 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.7%
+$122.09 
HGER Harbor Commodity All-Weather Fund
+0.69%
+$72.6 
DLR Digital Realty Trust, Inc.
+0.69%
+$4,325.75 
WFC Wells Fargo & Company
+0.68%
+$577.61 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.68%
+$342.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$3,573.57 
SFD Smithfield Foods, Inc.
+0.66%
+$79.9 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.65%
+$0.11 
BBEU JPMorgan BetaBuilders Europe Fund
+0.64%
+$69.09 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.63%
+$58.14 
VYMI Vanguard International High Dividend Yield Index Fund
+0.63%
+$232.47 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.62%
+$9,183.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.61%
+$2,671.56 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.61%
+$201.2 
ARCC Ares Capital Corporation
+0.61%
+$0.11 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.6%
+$30.96 
MGK Vanguard Mega Cap Growth ETF
+0.6%
+$2,077.4 
AVLC Avantis U.S. Large Cap Equity ETF
+0.6%
+$558.62 
BDC Belden Inc.
+0.59%
+$0.59 
APP AppLovin Corporation Class A Common Stock
+0.59%
+$296.18 
XLG Invesco S&P 500 Top 50 ETF
+0.58%
+$984.77 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.58%
+$155.71 
PVH PVH Corp.
+0.58%
+$9.45 
THRO iShares U.S. Thematic Rotation Active ETF
+0.58%
+$927.82 
EQT EQT Corporation
+0.57%
+$7 
UTHR United Therapeutics Corporation
+0.57%
+$139.15 
GXO GXO Logistics Inc.
+0.57%
+$6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.57%
+$76.2 
BAC Bank of America Corporation
+0.56%
+$102.68 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.56%
+$1.53 
MBLY Mobileye Global Inc.
+0.56%
+$2.65 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.56%
+$7.99 
NOCT Innovator Growth-100 Power Buffer ETF
+0.56%
+$17.59 
XLSR SPDR SSGA US Sector Rotation ETF
+0.56%
+$96.2 
USMC Principal U.S. Mega-Cap ETF
+0.55%
+$826.82 
IQLT iShares MSCI International Quality Factor ETF
+0.55%
+$111.51 
SPYC Simplify US Equity PLUS Convexity ETF
+0.55%
+$403.1 
NNOV Innovator G-100 Power Buffer ETF - November
+0.55%
+$28.39 
EPAM Epam Systems Inc.
+0.54%
+$3.36 
VGK Vanguard FTSE Europe ETF
+0.54%
+$8.46 
AMGN Amgen Inc.
+0.53%
+$1,812.26 
AVDE Avantis International Equity ETF
+0.52%
+$97.06 
VUG Vanguard Growth ETF
+0.5%
+$1,073.28 
VTRS Viatris Inc.
+0.5%
+$0.85 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.49%
+$789.6 
R Ryder System Inc.
+0.49%
+$5,513.64 
JETS U.S. Global Jets ETF
+0.49%
+$3.75 
DECK Deckers Outdoor Corporation
+0.49%
+$8.16 
NFLX Netflix, Inc.
+0.49%
+$318.12 
PFE Pfizer Inc.
+0.48%
+$80.52 
LLY Eli Lilly and Company
+0.48%
+$1,753.6 
IVV iShares Core S&P 500 ETF
+0.47%
+$1,411.52 
PJT PJT Partners Inc.
+0.47%
+$22.33 
FDCF Fidelity Disruptive Communications ETF
+0.47%
+$101.78 
RTX RTX Corporation
+0.46%
+$7,531.2 
VO Vanguard Mid-Cap ETF
+0.46%
+$592 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.46%
+$268.4 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.46%
+$32.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$853.37 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.45%
+$357 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.44%
+$134.64 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$687.61 
UBER Uber Technologies, Inc.
+0.44%
+$50.56 
MAIN Main Street Capital Corporation
+0.44%
+$74.88 
IXC iShares Global Energy ETF
+0.44%
+$101.99 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.44%
+$1.44 
TMSL T. Rowe Price Small-Mid Cap ETF
+0.44%
+$111.19 
CEFZ RiverNorth Active Income ETF
+0.43%
+$132 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.43%
+$329.87 
VSNT Versant Media Group, Inc.
+0.43%
+$0.46 
DFIV Dimensional International Value ETF
+0.42%
+$34.08 
VOO Vanguard S&P 500 ETF
+0.42%
+$43,415.75 
NBOS Neuberger Berman Option Strategy ETF
+0.42%
+$0.71 
SCHB Schwab U.S. Broad Market ETF
+0.42%
+$0.72 
FTLS First Trust Long/Short Equity ETF
+0.41%
+$5.58 
EXEL Exelixis Inc.
+0.41%
+$10.12 
QINT American Century Quality Diversified International ETF
+0.41%
+$66.12 
BMO Bank of Montreal
+0.41%
+$39.42 
VTWO Vanguard Russell 2000 ETF
+0.41%
+$35,700 
CDW CDW Corporation
+0.4%
+$21.53 
IWM iShares Russell 2000 ETF
+0.4%
+$166.38 
SON Sonoco Products Co.
+0.4%
+$102.52 
FDG American Century Focused Dynamic Growth ETF
+0.4%
+$65.34 
ABR Arbor Realty Trust Inc.
+0.4%
+$2.92 
VTV Vanguard Value ETF
+0.39%
+$1,810.5 
AUGZ TrueShares Structured Outcome August ETF
+0.39%
+$747.57 
BX Blackstone Inc.
+0.38%
+$44.18 
TROW T. Rowe Price Group, Inc.
+0.38%
+$414.04 
VIS Vanguard Industrials ETF
+0.37%
+$45.72 
TT Trane Technologies plc
+0.37%
+$605.39 
CASS Cass Information Systems, Inc.
+0.36%
+$120.9 
QUAL iShares MSCI USA Quality Factor ETF
+0.36%
+$1,230.84 
BBDC Barings BDC Inc.
+0.36%
+$28.8 
EMR Emerson Electric Co.
+0.35%
+$2,153.76 
SB Safe Bulkers Inc.
+0.35%
+$0.03 
SHEL Shell plc
+0.35%
+$49.2 
VB Vanguard Small-Cap ETF
+0.35%
+$116.85 
RAMP LiveRamp Holdings, Inc.
+0.34%
+$32.11 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.34%
+$4,766.7 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.34%
+$217.05 
JANZ TrueShares Structured Outcome January Fund
+0.34%
+$722.65 
OCTZ Trueshares Structured Outcome ETF October
+0.34%
+$344.95 
WD Walker & Dunlop Inc.
+0.33%
+$7.2 
PTLC Pacer Trendpilot US Large Cap ETF
+0.33%
+$1.9 
THC Tenet Healthcare Corporation
+0.33%
+$5.08 
RC Ready Capital Corporation
+0.33%
+$2.33 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.32%
+$4,951.9 
WINN Harbor Long-Term Growers ETF
+0.32%
+$1,274.73 
BAX Baxter International Inc.
+0.32%
+$3.22 
CAH Cardinal Health Inc.
+0.32%
+$201.64 
SCHX Schwab U.S. Large-Cap ETF
+0.31%
+$280.53 
SNDA Sonida Senior Living Inc.
+0.31%
+$92.62 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$252.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.3%
+$15.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.3%
+$107.46 
BMY Bristol-Myers Squibb Company
+0.3%
+$11.16 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.3%
+$136.96 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$487.62 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.29%
+$201.02 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$425.99 
SEPZ TrueShares Structured Outcome September ETF
+0.29%
+$1,259.68 
CMG Chipotle Mexican Grill, Inc.
+0.29%
+$5.7 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.29%
+$6.14 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.28%
+$387.3 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.28%
+$242.52 
GAL SPDR SSGA Global Allocation ETF
+0.28%
+$5.66 
AEG Aegon N.V.
+0.28%
+$945.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$429 
VFLO VictoryShares Free Cash Flow ETF
+0.27%
+$85.02 
MAR Marriott International Inc. - Class A
+0.27%
+$19.9 
META Meta Platforms Inc Class A
+0.26%
+$664.71 
OGN Organon & Co.
+0.26%
+$0.39 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$34.85 
CVX Chevron Corporation
+0.25%
+$1,605.47 
ITA iShares U.S. Aerospace & Defense ETF
+0.22%
+$1,505.01 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.22%
+$91.62 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.21%
+$294.86 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.21%
+$1,695.96 
PLD Prologis Inc.
+0.21%
+$1,626.57 
VHT Vanguard Health Care ETF
+0.2%
+$52.8 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.2%
+$33 
EXE Expand Energy Corporation
+0.18%
+$6.08 
PFGC Performance Food Group Co.
+0.18%
+$51.8 
AVSC Avantis U.S. Small Cap Equity ETF
+0.18%
+$35.88 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.18%
+$742.56 
IYLD iShares Morningstar Multi-Asset Income ETF
+0.18%
+$0.35 
FDN First Trust Dow Jones Internet Index Fund
+0.17%
+$21.62 
CMCSA Comcast Corp
+0.17%
+$4.52 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.17%
+$1,746.9 
SPG Simon Property Group, Inc.
+0.17%
+$41.42 
AVLV Avantis U.S. Large Cap Value ETF
+0.16%
+$77.4 
WDIV SPDR S&P Global Dividend ETF
+0.16%
+$365.35 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.16%
+$117.42 
GSEP FT Vest US Equity Moderate B Fund
+0.16%
+$281.42 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
+0.15%
+$4.28 
JEPI JPMorgan Equity Premium Income Fund
+0.15%
+$21.25 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.15%
+$990.45 
CHTR Charter Communications Inc
+0.15%
+$0.38 
ROKU Roku, Inc.
+0.13%
+$1.9 
GEHC GE HealthCare Technologies Inc.
+0.13%
+$1.6 
CFG Citizens Financial Group, Inc.
+0.13%
+$5.58 
RJF Raymond James Financial Inc.
+0.12%
+$15.33 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.12%
+$104.95 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.11%
+$32.02 
IVT InvenTrust Properties Corp.
+0.11%
+$135.28 
HLT Hilton Worldwide Holdings Inc.
+0.1%
+$2.04 
ODFL Old Dominion Freight Line, Inc.
+0.1%
+$6.24 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.1%
+$3.7 
KDP Keurig Dr Pepper Inc.
+0.1%
+$0.72 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.1%
+$935.1 
NSEP Innovator G100 Power Buffer ETF - September
+0.1%
+$1.73 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$56.37 
BBCA JPMorgan BetaBuilders Canada ETF
+0.08%
+$5.2 
SAH Sonic Automotive Inc.
+0.08%
+$319.73 
IVE ISHARES S&P 500 VALUE ETF
+0.07%
+$402.9 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.07%
+$9.8 
XLE Energy Select Sector SPDR Fund
+0.07%
+$10.08 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.07%
+$2.96 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$42.52 
VOYA Voya Financial Inc.
+0.06%
+$0.84 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.06%
+$135.76 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.06%
+$4.98 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.06%
+$1.17 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.06%
+$0.17 
FDVV Fidelity High Dividend ETF
+0.06%
+$12.78 
SWK Stanley Black & Decker Inc.
+0.06%
+$0.95 
XLV Health Care Select Sector SPDR Fund
+0.06%
+$72.27 
KT KT Corporation
+0.06%
+$6.13 
DXC Dxc Technology Co.
+0.05%
+$0.23 
AIZ Assurant Inc.
+0.05%
+$3.19 
REET iShares Global REIT ETF
+0.05%
+$2.62 
SKYY First Trust Cloud Computing ETF
+0.05%
+$4.83 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$2,293.68 
EUAD STOXX Europe Aerospace & Defense ETF
+0.05%
+$72.28 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$0.03 
AVRE Avantis Real Estate ETF
+0.04%
+$6.4 
SCMC Sterling Capital Multi-Strategy Income ETF
+0.04%
+$450.01 
ZAUG Innovator Equity Protector ETF - August Series
+0.04%
+$2.56 
PKG Packaging Corporation of America
+0.03%
+$1.28 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$1.08 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1.43 
MAGS Roundhill Magnificent Seven Fund
+0.03%
+$63.26 
CB Chubb Limited
+0.03%
+$1.71 
HCA HCA Healthcare Inc.
+0.03%
+$3.99 
AVUV Avantis U.S. Small Cap Value ETF
+0.02%
+$0.72 
KKR KKR & Co. Inc.
+0.02%
+$0.94 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$15.08 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$16.29 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$5.47 
CLOI VanEck CLO ETF
+0.02%
+$0.02 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.02%
+$13.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$0.28 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$28.1 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.01%
+$0.07 
RBC RBC Bearings Incorporated
+0.01%
+$0.1 
VLO Valero Energy Corporation
+0.01%
+$0.98 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$10.97 
SHV iShares Short Treasury Bond ETF
0%
+$7.44 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$0.01 
APD Air Products and Chemicals, Inc.
0%
$0 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
0%
$0 
BCE BCE Inc.
0%
$0 
BLD TopBuild Corp
0%
$0 
BPRE
0%
$0 
CRDT Simplify Opportunistic Income ETF
0%
$0 
DECZ TrueShares Structured Outcome December ETF
0%
$0 
DIV Global X SuperDividend U.S. ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
0%
$0 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
FSSL
0%
$0 
GDEN Golden Entertainment Inc.
0%
$0 
HDMV First Trust Horizon Managed Volatility Developed International ETF
0%
$0 
HOLX Hologic Inc.
0%
$0 
ISMF iShares Managed Futures Strategy ETF
0%
$0 
JPIN JPMorgan Diversified Return International Equity ETF
0%
$0 
NVBU AllianzIM U.S. Buffered Nov Fund
0%
$0 
OCTU AllianzIM U.S. Buffered 15 Uncapped October Fund
0%
$0 
ONEH TrueShares Equity Hedge ETF
0%
$0 
ONEZ
0%
$0 
PAYH TrueShares S&P Hedged Structured Income High ETF
0%
$0 
PAYM TrueShares S&P Autocallable Defensive Income ETF
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
PVEX
0%
$0 
QBER
0%
$0 
QBUL
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
0%
$0 
SMAX iShares Large Cap Municipal Bond ETF
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
0%
$0 
SPUC Simplify US Equity PLUS Upside Convexity ETF
0%
$0 
TMET iShares Strategic Metals ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
-$0.01 
DHR Danaher Corporation
-12.49%
-$1,633.12 
GPC Genuine Parts Company
-6.48%
-$47,373.82 
CELH Celsius Holdings Inc.
-3.96%
-$8,279.66 
TEAM Atlassian Corporation Class A
-3.37%
-$71.39 
WIX Wix.com Ltd.
-3.35%
-$32.22 
WDAY Workday Inc.
-3.15%
-$88.16 
NOC Northrop Grumman Corporation
-3.12%
-$1,342.75 
OKTA Okta Inc.
-2.91%
-$103.68 
SPGI S&P Global Inc.
-2.85%
-$319.02 
ADBE Adobe Inc.
-2.8%
-$203.52 
RBRK Rubrik, Inc.
-2.62%
-$205 
TRU TransUnion
-2.57%
-$62.93 
MICC The Magnum Ice Cream Company N.V.
-2.49%
-$7.44 
ICCM IceCure Medical Ltd.
-2.4%
-$42.24 
XYL Xylem Inc.
-2.4%
-$434.25 
PODD Insulet Corporation
-2.34%
-$31.36 
FVRR Fiverr International Ltd.
-2.22%
-$2.29 
CSGP CoStar Group, Inc.
-2.09%
-$1.86 
PGR Progressive Corporation
-2.09%
-$553.75 
VLTO Veralto Corporation
-2.08%
-$31.04 
TMUS T-Mobile US, Inc.
-2.06%
-$357.78 
WM Waste Management, Inc.
-2.05%
-$10,129.34 
NTES NetEase, Inc. American Depositary Receipt
-2.04%
-$7,129.48 
PEGA Pegasystems Inc.
-1.99%
-$11.34 
BR Broadridge Financial Solutions, Inc.
-1.95%
-$99.62 
SQ Block, Inc.
-1.94%
-$26.86 
VRSK Verisk Analytics Inc.
-1.94%
-$15.64 
VRSN Verisign Inc.
-1.78%
-$706.42 
GILD Gilead Sciences Inc.
-1.75%
-$5,547.75 
CME CME Group Inc.
-1.74%
-$14,351.47 
CRM Salesforce Inc
-1.74%
-$422.8 
LMT Lockheed Martin Corporation
-1.72%
-$9,515.45 
EAT Brinker International Inc.
-1.68%
-$91.56 
APPF Appfolio Inc.
-1.67%
-$35.94 
SHOP Shopify Inc.
-1.67%
-$332 
NDAQ Nasdaq, Inc.
-1.64%
-$63.42 
MDLZ Mondelez International, Inc.
-1.64%
-$56.43 
WCN Waste Connections Inc.
-1.64%
-$19.64 
CHWY Chewy Inc.
-1.64%
-$24.48 
PANW Palo Alto Networks, Inc.
-1.63%
-$665.73 
CRWD CrowdStrike Holdings, Inc.
-1.62%
-$437.92 
ROST Ross Stores, Inc.
-1.59%
-$30 
TMO Thermo Fisher Scientific Inc.
-1.58%
-$91.41 
IHAK iShares Cybersecurity and Tech ETF
-1.58%
-$426.69 
SYK Stryker Corporation
-1.55%
-$109.12 
PYPL PayPal Holdings Inc
-1.55%
-$733.92 
INTU Intuit Inc.
-1.54%
-$9.04 
ICE Intercontinental Exchange, Inc.
-1.49%
-$40.09 
ROP Roper Technologies Inc.
-1.48%
-$64.32 
URI United Rentals, Inc.
-1.45%
-$117.72 
ECL Ecolab Inc.
-1.44%
-$27.16 
NOW ServiceNow, Inc.
-1.43%
-$12 
TGLS Tecnoglass Inc.
-1.41%
-$6.5 
TJX The TJX Companies, Inc.
-1.4%
-$233.26 
ROL Rollins, Inc.
-1.39%
-$124 
PLMR Palomar Holdings Inc.
-1.36%
-$55.39 
BOX Box Inc.
-1.36%
-$25.2 
MO Altria Group, Inc.
-1.33%
-$221.76 
UL Unilever PLC Sponsored American Depositary Receipt
-1.32%
-$59.04 
SLB Schlumberger Limited
-1.29%
-$0.6 
TTD The Trade Desk, Inc. Class A
-1.29%
-$134.4 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.28%
-$36.83 
SLVM Sylvamo Corporation
-1.26%
-$5.64 
YUM Yum! Brands, Inc.
-1.23%
-$19.91 
WMB The Williams Companies, Inc.
-1.21%
-$3,154.87 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.2%
-$27.75 
OKE ONEOK, Inc.
-1.2%
-$2,250.08 
APPN Appian Corporation
-1.19%
-$109.74 
BJ BJ's Wholesale Club Holdings, Inc.
-1.19%
-$54.63 
SRE Sempra
-1.19%
-$179.53 
CVNA Carvana Co.
-1.15%
-$66.6 
MNST Monster Beverage Corporation
-1.14%
-$13.08 
PPC Pilgrim's Pride Corporation
-1.13%
-$306.24 
ADSK Autodesk, Inc.
-1.13%
-$186.96 
GDRX GoodRx Holdings, Inc. Class A Common Stock
-1.11%
-$29.57 
KR Kroger Co.
-1.11%
-$33.8 
AMT American Tower Corporation
-1.1%
-$49.68 
ADP Automatic Data Processing Inc.
-1.08%
-$4,301.83 
DOCU DocuSign Inc.
-1.07%
-$38.64 
CTSH Cognizant Technology Solutions Corporation
-1.05%
-$213.38 
INGR Ingredion Inc.
-1.05%
-$18.36 
CMS CMS Energy Corporation
-1.04%
-$21.28 
HD The Home Depot, Inc.
-1.04%
-$1,373.62 
FTNT Fortinet Inc.
-1.02%
-$706.84 
FIS Fidelity National Information Services, Inc.
-1.02%
-$17.2 
BSX Boston Scientific Corporation
-1%
-$8.8 
COST Costco Wholesale Corporation
-0.99%
-$760.55 
ZTS Zoetis Inc.
-0.99%
-$46.05 
WTRG Essential Utilities Inc.
-0.99%
-$9,023.43 
PAYC Paycom Software, Inc.
-0.98%
-$8.82 
ALLY Ally Financial Inc.
-0.98%
-$73.87 
MDT Medtronic plc
-0.97%
-$166.63 
ED Consolidated Edison, Inc.
-0.95%
-$6,903.8 
AMTM Amentum Holdings, Inc.
-0.94%
-$0.2 
IDA Idacorp Inc.
-0.94%
-$6,621.24 
CSX CSX Corporation
-0.94%
-$1,016.61 
BTI British American Tobacco p.l.c. ADR
-0.94%
-$48.55 
MCD McDonald's Corporation
-0.93%
-$139.44 
LEN Lennar Corporation
-0.93%
-$31.57 
AMZN Amazon.com Inc
-0.92%
-$5,252.94 
ALL Allstate Corporation
-0.92%
-$475.02 
PG Procter & Gamble Co
-0.92%
-$857.62 
LHX L3Harris Technologies, Inc.
-0.91%
-$142.8 
V Visa Inc. Class A
-0.91%
-$45,070.55 
ACN Accenture plc Class A
-0.9%
-$47.91 
KMB Kimberly-Clark Corporation
-0.89%
-$529.92 
MWA Mueller Water Products Inc.
-0.88%
-$18.48 
VZ Verizon Communications Inc.
-0.87%
-$228.76 
ES Eversource Energy
-0.86%
-$85.12 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.86%
-$1,882.57 
NJR New Jersey Resources Corporation
-0.84%
-$19.8 
MA Mastercard Incorporated
-0.84%
-$234.6 
AAPL Apple Inc.
-0.84%
-$12,620.44 
AFL Aflac Inc.
-0.83%
-$5,374.55 
PM Philip Morris International Inc.
-0.82%
-$287.56 
TOST Toast Inc.
-0.81%
-$16.75 
AWK American Water Works Company, Inc.
-0.81%
-$140.4 
CCI Crown Castle Inc.
-0.81%
-$73.08 
CTAS Cintas Corporation
-0.8%
-$149.04 
IEX IDEX Corporation
-0.8%
-$17.7 
AON Aon plc
-0.79%
-$152.64 
LOW Lowe's Companies Inc.
-0.79%
-$17.82 
ACGL Arch Capital Group Ltd
-0.79%
-$89.6 
MCK McKesson Corporation
-0.78%
-$298.31 
LNG Cheniere Energy Inc.
-0.77%
-$131.2 
QTWO Q2 Holdings Inc.
-0.77%
-$7.31 
TRMB Trimble Inc.
-0.77%
-$36.49 
SNA Snap-on Inc.
-0.76%
-$263.07 
PAYX Paychex Inc.
-0.76%
-$120.75 
AEP American Electric Power Company, Inc.
-0.76%
-$399.99 
GOOG Alphabet Inc
-0.74%
-$2,111.2 
CINF Cincinnati Financial Corporation
-0.73%
-$5,488.63 
SO The Southern Company
-0.73%
-$89.01 
TYA Simplify Intermediate Term Treasury ETF
-0.72%
-$395.47 
GOOGL Alphabet Inc
-0.71%
-$8,968.45 
DEO Diageo plc Sponsored ADR
-0.71%
-$7.8 
TWLO Twilio Inc.
-0.69%
-$28.4 
WEC WEC Energy Group Inc.
-0.67%
-$3,990.75 
BDX Becton, Dickinson and Company
-0.66%
-$8.12 
CLVT Clarivate Plc
-0.64%
-$4.8 
SFIX Stitch Fix Inc.
-0.64%
-$2.33 
TGT Target Corporation
-0.63%
-$417.72 
IGV iShares Expanded Tech-Software Sector ETF
-0.63%
-$43.87 
PLTR Palantir Technologies Inc.
-0.62%
-$3,236.21 
IBM International Business Machines Corporation
-0.61%
-$35.37 
LIN Linde plc
-0.61%
-$65.52 
ITB iShares U.S. Home Construction ETF
-0.61%
-$290.58 
LEG Leggett & Platt, Inc.
-0.61%
-$364.45 
MSFT Microsoft Corp.
-0.61%
-$3,501.4 
CARR Carrier Global Corporation
-0.6%
-$0.41 
ATO Atmos Energy Corporation
-0.6%
-$224.7 
SBUX Starbucks Corporation
-0.6%
-$249.48 
DUK Duke Energy Corporation
-0.6%
-$63.42 
MMSI Merit Medical Systems, Inc.
-0.6%
-$10.81 
O Realty Income Corporation
-0.6%
-$30.03 
PAG Penske Automotive Group Inc.
-0.6%
-$71.37 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.59%
-$108.9 
BILT iShares Infrastructure Active ETF
-0.58%
-$186.45 
PEG Public Service Enterprise Group Incorporated
-0.58%
-$313.2 
OC Owens Corning
-0.57%
-$26.57 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.57%
-$1,205.16 
EXC Exelon Corporation
-0.57%
-$3,579.94 
HUSV First Trust Horizon Managed Volatility Domestic ETF
-0.56%
-$790.55 
EIX Edison International
-0.55%
-$1,855.12 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.55%
-$292.71 
EPR EPR Properties
-0.55%
-$23.8 
NNN NNN REIT, Inc.
-0.54%
-$57.77 
CNA CNA Financial Corporation
-0.53%
-$3,790.08 
UWMC UWM Holdings Corporation
-0.53%
-$8.67 
ALLE Allegion plc
-0.53%
-$2,915.62 
BRK-B Berkshire Hathaway Inc.
-0.53%
-$328.93 
WMT Walmart Inc.
-0.53%
-$1,348.15 
ROAD Construction Partners, Inc. Class A Common Stock
-0.52%
-$1,866.66 
T AT&T Inc.
-0.52%
-$444.14 
RACE Ferrari N.V.
-0.51%
-$13.37 
ABT Abbott Laboratories
-0.5%
-$38.25 
RCL Royal Caribbean Group
-0.49%
-$173.43 
CALM Cal-Maine Foods Inc.
-0.49%
-$9.89 
ETR Entergy Corporation
-0.48%
-$625.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.48%
-$20,282.4 
NI NiSource Inc.
-0.47%
-$3,137.71 
ZM Zoom Video Communications, Inc.
-0.46%
-$10.08 
SPLV Invesco S&P 500 Low Volatility ETF
-0.46%
-$1,129.44 
FPE First Trust Preferred Securities and Income ETF
-0.45%
-$214.88 
XEL Xcel Energy Inc.
-0.45%
-$234.5 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.44%
-$17 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.43%
-$1,433.19 
PEP PepsiCo, Inc.
-0.42%
-$211.47 
EW Edwards Lifesciences Corporation
-0.41%
-$21 
LULU lululemon athletica inc.
-0.41%
-$13.92 
JBHT J.B. Hunt Transport Services, Inc.
-0.4%
-$9.28 
VGLT Vanguard Long-Term Treasury Fund
-0.39%
-$597.87 
CCL Carnival Corporation Ltd.
-0.38%
-$20.5 
SYY Sysco Corporation
-0.38%
-$18.29 
MRP Millrose Properties Inc.
-0.38%
-$1.65 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.38%
-$347.48 
XLU Utilities Select Sector SPDR Fund
-0.38%
-$1,217.54 
REG Regency Centers Corporation
-0.38%
-$2,515.34 
J Jacobs Solutions Inc.
-0.37%
-$1,045.2 
EXR Extra Space Storage Inc.
-0.37%
-$6.6 
MLM Martin Marietta Materials, Inc.
-0.37%
-$4.09 
KEY KeyCorp
-0.36%
-$42.08 
HIG The Hartford Insurance Group, Inc.
-0.36%
-$83.13 
AVY Avery Dennison Corporation
-0.36%
-$10.83 
TLT iShares 20+ Year Treasury Bond ETF
-0.36%
-$829.8 
TMFG Motley Fool Global Opportunities Fund
-0.35%
-$96.14 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.35%
-$663.12 
ET Energy Transfer L.P.
-0.34%
-$8.47 
ORI Old Republic International Corp.
-0.34%
-$26.54 
FLV American Century Focused Large Cap Value ETF
-0.34%
-$138.32 
KORP American Century Diversified Corporate Bond ETF
-0.33%
-$22.32 
FTCS First Trust Capital Strength ETF
-0.32%
-$84.01 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$2,486.97 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
-0.32%
-$4.24 
GD General Dynamics Corporation
-0.32%
-$1,138.42 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.32%
-$290.19 
EVRG Evergy Inc.
-0.31%
-$1,108.76 
FUTY Fidelity MSCI Utilities Index ETF
-0.31%
-$963.9 
CNP CenterPoint Energy Inc.
-0.3%
-$1,028.82 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.3%
-$575.62 
KO The Coca-Cola Company
-0.29%
-$3,661.53 
LNTH Lantheus Holdings, Inc.
-0.28%
-$0.29 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.28%
-$81.12 
MBB iShares MBS ETF
-0.28%
-$702 
GPK Graphic Packaging Holding Company
-0.28%
-$1.38 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.28%
-$19.3 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.28%
-$11.34 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.28%
-$374.25 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.27%
-$104.88 
XMPT VanEck CEF Municipal Income ETF
-0.27%
-$713.41 
AVIG Avantis Core Fixed Income ETF
-0.27%
-$48.84 
AXP American Express Company
-0.26%
-$61.38 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.26%
-$74.1 
UNM Unum Group
-0.26%
-$13.11 
MET MetLife Inc.
-0.26%
-$0.24 
IHI iShares U.S. Medical Devices ETF
-0.26%
-$0.13 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.26%
-$567.38 
GFF Griffon Corporation
-0.25%
-$6.53 
REZI Resideo Technologies Inc.
-0.25%
-$9.63 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
-0.25%
-$1,576.85 
AJG Arthur J. Gallagher & Co.
-0.25%
-$3.15 
HDV iShares Core High Dividend ETF
-0.25%
-$843.5 
LVS Las Vegas Sands Corp.
-0.24%
-$3.41 
MAA Mid-America Apartment Communities, Inc.
-0.24%
-$30.08 
PHM PulteGroup Inc.
-0.24%
-$5.61 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$64.2 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.24%
-$503.03 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$135.32 
HTRB Hartford Total Return Bond ETF
-0.22%
-$632.25 
PINS Pinterest, Inc. Class A
-0.22%
-$3.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$158.73 
SHLD Global X Defense Tech ETF
-0.22%
-$240.24 
IGEB iShares Investment Grade Corporate Bond ETF
-0.21%
-$119.98 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1.5 
WBD Warner Bros. Discovery, Inc.
-0.21%
-$2.31 
SYSB iShares Systematic Bond ETF
-0.21%
-$130.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.21%
-$7.31 
USB U.S. Bancorp
-0.21%
-$1.69 
MTB M&T Bank Corporation
-0.2%
-$26.52 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$4 
CASY Casey's General Stores Inc.
-0.2%
-$8.8 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.2%
-$133.3 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$899.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$1,924.51 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$48.7 
SCHP Schwab U.S. TIPS ETF
-0.19%
-$3,495.99 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$635.03 
COR Cencora, Inc.
-0.18%
-$12.21 
STWD Starwood Property Trust Inc.
-0.18%
-$3.84 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$466.04 
INCM Franklin Income Focus ETF
-0.17%
-$19.1 
PCN PIMCO Corporate & Income Strategy Fund
-0.17%
-$0.02 
NULV Nuveen ESG Large-Cap Value ETF
-0.17%
-$51.68 
FTV Fortive Corporation
-0.16%
-$3.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.16%
-$40.98 
DAVE Dave Inc. Class A Common Stock
-0.16%
-$6.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.15%
-$0.3 
HQY HealthEquity Inc.
-0.15%
-$2.61 
DGRO iShares Core Dividend Growth ETF
-0.14%
-$120.02 
FDFF Fidelity Disruptive Finance ETF
-0.14%
-$25.27 
NEE NextEra Energy, Inc.
-0.14%
-$141 
FRT Federal Realty Investment Trust
-0.14%
-$88.06 
SCEC Sterling Capital Enhanced Cash ETF
-0.12%
-$68,835.45 
AVSF Avantis Short-Term Fixed Income ETF
-0.12%
-$6.16 
MUB iShares National Muni Bond ETF
-0.12%
-$2,493 
SCHW Charles Schwab Corporation
-0.12%
-$13.68 
TIP iShares TIPS Bond ETF
-0.12%
-$0.25 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$22.88 
DFSV Dimensional US Small Cap Value ETF
-0.1%
-$27.36 
ESS Essex Property Trust, Inc.
-0.1%
-$342.3 
EBAY eBay Inc.
-0.1%
-$5.06 
CARY Angel Oak Income ETF
-0.1%
-$9.9 
PGX Invesco Preferred ETF
-0.09%
-$7.52 
ADPT Adaptive Biotechnologies Corporation
-0.09%
-$0.12 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$63.66 
JNJ Johnson & Johnson
-0.09%
-$721.14 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$2.84 
COWZ Pacer US Cash Cows 100 ETF
-0.09%
-$31.79 
NAD Nuveen Quality Municipal Income Fund
-0.09%
-$31.09 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$18.91 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.08%
-$20.8 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.08%
-$0.08 
CIM Chimera Investment Corporation
-0.08%
-$0.01 
BA Boeing Company
-0.07%
-$9.45 
DGX Quest Diagnostics Inc.
-0.07%
-$0.15 
IWX iShares Russell Top 200 Value ETF
-0.07%
-$21,866.62 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.07%
-$9.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1.36 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$0.08 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$0.82 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$8.14 
FLBL Franklin Senior Loan ETF
-0.07%
-$3.29 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.06%
-$2.28 
DIS The Walt Disney Company
-0.06%
-$13.5 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.06%
-$3.52 
SCNM Sterling Capital National Municipal Bond ETF
-0.06%
-$18,919.08 
NKE Nike, Inc. - Class B
-0.06%
-$0.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$50.4 
STEW SRH Total Return Fund, Inc.
-0.06%
-$1,548.36 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$0.94 
FITB Fifth Third Bancorp
-0.05%
-$8.85 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$52.77 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$9.97 
DHI D.R. Horton, Inc.
-0.05%
-$4.13 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.05%
-$7.12 
BNDX Vanguard Total International Bond ETF
-0.04%
-$64.48 
IP International Paper Company
-0.04%
-$2.42 
FLDR Fidelity Low Duration Bond ETF
-0.04%
-$2.16 
SCSB Sterling Capital Short Duration Bond ETF
-0.04%
-$88.61 
VNQ Vanguard Real Estate ETF
-0.04%
-$19.52 
VOE Vanguard Mid-Cap Value ETF
-0.04%
-$1.36 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$6,409.98 
PRU Prudential Financial, Inc.
-0.04%
-$1.12 
FALN iShares Fallen Angels USD Bond ETF
-0.04%
-$0.02 
WELL Welltower Inc.
-0.03%
-$19.84 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$21.61 
RAVI FlexShares Ultra-Short Income Fund
-0.03%
-$1.44 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
-0.02%
-$2.81 
ITW Illinois Tool Works Inc.
-0.01%
-$105.24 
BINC iShares Flexible Income Active ETF
-0.01%
-$13.63 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$3.73 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$11.23 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$1.89 
AHYB American Century Select High Yield ETF
-0.01%
-$0.22 
PTY PIMCO Corporate & Income Opportunity Fund
0%
-$0.04 Events
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Dividends
Dividend Analysis
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| Trades 1966 | Longs Won 1188/1966 60% | Profit Factor 9.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $160,098.42 |
| Average Win $49,645.11 | Best Trade (Jun 30) $3.17M | Sharpe Ratio -8.1 |
| Average Loss -$7,918.43 | Worst Trade (Jul 24) -$1.23M | Z-Score 5.48 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $26,865.64 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Brett Pohl?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell Top 200 Growth ETF - $4.6M, Vanguard S&P 500 ETF - $2.86M, Sterling Capital Enhanced Cash ETF - $2.5M, iShares Russell Top 200 Value ETF - $2.05M, and iShares MSCI EAFE Value ETF - $1.95M. 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: Digital Turbine Inc - $116,706.37, AppLovin Corporation Class A Common Stock - $73,920.09, Netflix, Inc - $36,376.24, Hartford Total Return Bond ETF - $36,147.82, and Meta Platforms Inc Class A - $33,753.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brett Pohl's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.72M earned over time. The largest contributors to dividend income include Sterling Capital Enhanced Cash ETF - $2.5M, iShares National Muni Bond ETF - $1.09M, iShares MSCI EAFE Value ETF - $946,579.92, Vanguard Mortgage-Backed Securities Fund - $732,309.25, and iShares Russell Top 200 Value ETF - $717,721.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brett Pohl's monthly returns?
Brett Pohl'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 Brett Pohl's strategy be considered aggressive or moderate?
Brett Pohl'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 Brett Pohl's strategy?
Brett Pohl'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.
