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:
40.02%
Gain -0.78%
Monthly
0.87%
Yearly
10.96%
Drawdown
12.1%
$385.05M
Equity
Holdings
$385.05M
Investment
$350.8M
$56.46M
Profit -$2.19M
Realized
$22.2M
Unrealized
$34.26M
Dividends
$13.56M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$2.19M
Win %
60%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$2.19M
Win %
60%
This Month
Compared to last month
Gain
-1.3%
Profit
-$5.08M
Win %
60%
This Year
Compared to last year
Gain
-1.43%
Profit
-$5.47M
Win %
59%
RBRK Rubrik, Inc.
+15.35%
+$1,330 
PANW Palo Alto Networks, Inc.
+14.18%
+$5,671.27 
OKTA Okta Inc.
+13.51%
+$540 
APPN Appian Corporation
+9.81%
+$1,207.14 
FTNT Fortinet Inc.
+8.97%
+$3,850 
WIX Wix.com Ltd.
+8.61%
+$118.62 
IHAK iShares Cybersecurity and Tech ETF
+8.21%
+$49,365.32 
ADSK Autodesk, Inc.
+7.86%
+$784.19 
CTSH Cognizant Technology Solutions Corporation
+7.18%
+$530.13 
TEAM Atlassian Corporation Class A
+6.84%
+$270.38 
DXC Dxc Technology Co.
+6.76%
+$36.19 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.32%
+$26,244.12 
VRSK Verisk Analytics Inc.
+6.18%
+$21.78 
APPF Appfolio Inc.
+6.16%
+$154.14 
EPAM Epam Systems Inc.
+5.85%
+$48.27 
ACN Accenture plc Class A
+5.8%
+$458.81 
MDB MongoDB Inc.
+5.63%
+$367.02 
INTU Intuit Inc.
+5.47%
+$35.2 
AJG Arthur J. Gallagher & Co.
+5.44%
+$117.72 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$394.5 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+5.16%
+$138.25 
CRM Salesforce Inc
+4.65%
+$968.1 
WDAY Workday Inc.
+4.61%
+$59.9 
BSX Boston Scientific Corporation
+4.57%
+$25.55 
ADBE Adobe Inc.
+4.55%
+$2,020.48 
CNC Centene Corporation
+4.55%
+$27.18 
DAVE Dave Inc. Class A Common Stock
+4.52%
+$11,447.32 
CELH Celsius Holdings Inc.
+4.5%
+$994.7 
PTC PTC Inc.
+4.41%
+$241.95 
GSK GSK plc Sponsored ADR
+4.27%
+$26.71 
SHOP Shopify Inc.
+4.21%
+$542 
HONA Honeywell Aerospace Inc.
+4.18%
+$8,791.3 
ATEN A10 Networks, Inc.
+4.16%
+$6,441.62 
YUM Yum! Brands, Inc.
+4.02%
+$62.26 
PLTR Palantir Technologies Inc.
+4.02%
+$20,993.28 
BJ BJ's Wholesale Club Holdings, Inc.
+3.99%
+$32.85 
SFIX Stitch Fix Inc.
+3.9%
+$10.7 
BR Broadridge Financial Solutions, Inc.
+3.82%
+$218.11 
TTD The Trade Desk, Inc. Class A
+3.82%
+$306.88 
NFLX Netflix, Inc.
+3.82%
+$1,049.03 
KR Kroger Co.
+3.69%
+$56.16 
SOUN SoundHound AI Inc.
+3.67%
+$46 
PVH PVH Corp.
+3.58%
+$53.13 
ALEC Alector Inc.
+3.5%
+$3.6 
BOX Box Inc.
+3.48%
+$70.5 
CI The Cigna Group
+3.44%
+$1,410.36 
MDT Medtronic plc
+3.23%
+$449.82 
MCK McKesson Corporation
+3.22%
+$56.7 
APP AppLovin Corporation Class A Common Stock
+3.08%
+$348.95 
ADP Automatic Data Processing Inc.
+3.07%
+$700.78 
PINS Pinterest, Inc. Class A
+3.02%
+$23 
GOOG Alphabet Inc
+3.02%
+$3,542 
CHRW C.H. Robinson Worldwide, Inc.
+3.01%
+$96.67 
SKYY First Trust Cloud Computing ETF
+2.95%
+$322.23 
GOOGL Alphabet Inc
+2.9%
+$28,360.71 
META Meta Platforms Inc Class A
+2.81%
+$4,590.17 
UNFI United Natural Foods Inc.
+2.79%
+$71.92 
TWLO Twilio Inc.
+2.78%
+$126.6 
BDX Becton, Dickinson and Company
+2.76%
+$29.46 
IBM International Business Machines Corporation
+2.65%
+$12.91 
ADPT Adaptive Biotechnologies Corporation
+2.57%
+$3.58 
CVNA Carvana Co.
+2.55%
+$79.42 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.51%
+$18 
SYK Stryker Corporation
+2.48%
+$136.8 
CSGP CoStar Group, Inc.
+2.48%
+$2.27 
IBIT iShares Bitcoin Trust
+2.44%
+$1,954.89 
PAYX Paychex Inc.
+2.42%
+$392 
CMG Chipotle Mexican Grill, Inc.
+2.4%
+$52.2 
WMT Walmart Inc.
+2.39%
+$5,953.36 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$2,521.26 
DJT Trump Media & Technology Group Corp.
+2.37%
+$18.46 
GXO GXO Logistics Inc.
+2.36%
+$21.6 
BITB Bitwise Bitcoin ETF
+2.34%
+$1,330.84 
MSFT Microsoft Corp.
+2.27%
+$16,208.08 
MO Altria Group, Inc.
+2.25%
+$354.54 
XLC Communication Services Select Sector SPDR Fund
+2.25%
+$333.96 
WM Waste Management, Inc.
+2.22%
+$6,583.85 
SDHC Smith Douglas Homes Corporation
+2.22%
+$0.23 
DIS The Walt Disney Company
+2.19%
+$340.18 
PLMR Palomar Holdings Inc.
+2.19%
+$26.31 
NTES NetEase, Inc. American Depositary Receipt
+2.13%
+$7,687.5 
AON Aon plc
+2.11%
+$63.95 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$90.86 
LUMN Lumen Technologies Inc.
+2.09%
+$6.82 
LLY Eli Lilly and Company
+2.09%
+$511.94 
LRNZ TrueShares Technology, AI & Deep Learning ETF
+2.06%
+$17.71 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.05%
+$0.37 
T AT&T Inc.
+2.05%
+$1,761.22 
VRSN Verisign Inc.
+2.05%
+$964.07 
TGT Target Corporation
+2.02%
+$1,445.85 
VSNT Versant Media Group, Inc.
+2.01%
+$2.25 
GM General Motors Company
+1.98%
+$71.19 
UPS United Parcel Service, Inc.
+1.97%
+$621.72 
MCD McDonald's Corporation
+1.96%
+$74.1 
VLTO Veralto Corporation
+1.93%
+$18.2 
FCLD Fidelity Cloud Computing ETF
+1.85%
+$0.81 
GILD Gilead Sciences Inc.
+1.85%
+$5,965.78 
REZI Resideo Technologies Inc.
+1.83%
+$37.45 
IHI iShares U.S. Medical Devices ETF
+1.83%
+$0.93 
DGX Quest Diagnostics Inc.
+1.81%
+$4.26 
CALM Cal-Maine Foods Inc.
+1.81%
+$1.34 
FVRR Fiverr International Ltd.
+1.77%
+$1.44 
SNDA Sonida Senior Living Inc.
+1.77%
+$518.7 
CME CME Group Inc.
+1.77%
+$17,917.1 
SPGI S&P Global Inc.
+1.76%
+$332.58 
ALL Allstate Corporation
+1.75%
+$989 
ABBV AbbVie Inc.
+1.73%
+$8,076.14 
ROP Roper Technologies Inc.
+1.72%
+$80.17 
PAYC Paycom Software, Inc.
+1.7%
+$22.27 
COR Cencora, Inc.
+1.69%
+$467.84 
NVS Novartis AG Sponsored ADR
+1.68%
+$2.3 
BEAM Beam Therapeutics Inc.
+1.67%
+$0.4 
MNST Monster Beverage Corporation
+1.66%
+$342.48 
PM Philip Morris International Inc.
+1.65%
+$1,254.52 
COST Costco Wholesale Corporation
+1.64%
+$2,270.52 
SON Sonoco Products Co.
+1.63%
+$342.42 
TRMB Trimble Inc.
+1.62%
+$92.51 
MAR Marriott International Inc. - Class A
+1.61%
+$107.92 
EW Edwards Lifesciences Corporation
+1.56%
+$78.9 
KMB Kimberly-Clark Corporation
+1.56%
+$1,494.81 
LHX L3Harris Technologies, Inc.
+1.53%
+$214.89 
DHR Danaher Corporation
+1.51%
+$120.8 
LULU lululemon athletica inc.
+1.48%
+$2.93 
AFL Aflac Inc.
+1.46%
+$8,347.49 
ELV Elevance Health, Inc.
+1.46%
+$434.52 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$2,004 
VZ Verizon Communications Inc.
+1.44%
+$787.67 
FHLC Fidelity MSCI Health Care Index ETF
+1.43%
+$24.05 
IQV IQVIA Holdings Inc.
+1.43%
+$343.16 
FDN First Trust Dow Jones Internet Index Fund
+1.4%
+$189.65 
EBAY eBay Inc.
+1.39%
+$47.78 
RSG Republic Services, Inc.
+1.37%
+$70.15 
UNH UnitedHealth Group Incorporated
+1.37%
+$2,351.72 
QTWO Q2 Holdings Inc.
+1.35%
+$13.94 
VTRS Viatris Inc.
+1.33%
+$2.2 
HLT Hilton Worldwide Holdings Inc.
+1.31%
+$16.02 
XLP Consumer Staples Select Sector SPDR Fund
+1.3%
+$20.61 
J Jacobs Solutions Inc.
+1.3%
+$5,405.92 
JBHT J.B. Hunt Transport Services, Inc.
+1.29%
+$27.84 
DHI D.R. Horton, Inc.
+1.27%
+$103.25 
ROL Rollins, Inc.
+1.25%
+$77.43 
UBER Uber Technologies, Inc.
+1.25%
+$49.23 
TTC The Toro Company
+1.24%
+$85.87 
MAS Masco Corporation
+1.23%
+$25.2 
WTRG Essential Utilities Inc.
+1.21%
+$12,078.99 
LMT Lockheed Martin Corporation
+1.18%
+$6,446.7 
CINF Cincinnati Financial Corporation
+1.18%
+$7,755.46 
AMGN Amgen Inc.
+1.16%
+$3,858.8 
NVO Novo Nordisk A/S Sponsored ADR
+1.16%
+$687 
ALLE Allegion plc
+1.14%
+$7,271.46 
ZTS Zoetis Inc.
+1.13%
+$300.3 
COLM Columbia Sportswear Company
+1.12%
+$2.56 
AVY Avery Dennison Corporation
+1.12%
+$36.01 
EAT Brinker International Inc.
+1.08%
+$20.61 
LTC LTC Properties Inc.
+1.06%
+$90.45 
LOW Lowe's Companies Inc.
+1.06%
+$14.63 
SHLD Global X Defense Tech ETF
+1.06%
+$1,309.35 
KO The Coca-Cola Company
+1.06%
+$13,665.02 
FDXF FedEx Freight Holding Company Inc.
+1.05%
+$6.76 
VFLO VictoryShares Free Cash Flow ETF
+1.03%
+$363.3 
ODFL Old Dominion Freight Line, Inc.
+1.03%
+$46.23 
V Visa Inc. Class A
+1.01%
+$51,742.76 
WRB W.R. Berkley Corporation
+0.97%
+$76.16 
HD The Home Depot, Inc.
+0.97%
+$1,178.06 
AWK American Water Works Company, Inc.
+0.97%
+$58.52 
LMND Lemonade Inc.
+0.95%
+$18.8 
FTV Fortive Corporation
+0.93%
+$11.22 
BKNG Booking Holdings Inc.
+0.91%
+$160.09 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.89%
+$23.25 
CB Chubb Limited
+0.87%
+$55.86 
PHM PulteGroup Inc.
+0.86%
+$6.12 
CNA CNA Financial Corporation
+0.86%
+$5,389.45 
AXP American Express Company
+0.84%
+$294.84 
ORI Old Republic International Corp.
+0.83%
+$62.9 
KKR KKR & Co. Inc.
+0.82%
+$37.35 
SNA Snap-on Inc.
+0.81%
+$295.36 
FSK FS KKR Capital Corp.
+0.8%
+$334.12 
COO The Cooper Companies, Inc.
+0.75%
+$104.08 
HIG The Hartford Insurance Group, Inc.
+0.75%
+$167.28 
PYPL PayPal Holdings Inc
+0.74%
+$2 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.73%
+$52.06 
NBIX Neurocrine Biosciences Inc.
+0.73%
+$1,395.28 
SAH Sonic Automotive Inc.
+0.72%
+$2,125.75 
BMY Bristol-Myers Squibb Company
+0.72%
+$17.94 
LEN Lennar Corporation
+0.72%
+$23.94 
INCY Incyte Corporation
+0.71%
+$337.12 
ITB iShares U.S. Home Construction ETF
+0.7%
+$316.26 
FDCF Fidelity Disruptive Communications ETF
+0.69%
+$3,676.05 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.68%
+$90.75 
ESS Essex Property Trust, Inc.
+0.67%
+$2,076.62 
VICI Vici Properties Inc.
+0.67%
+$4.12 
SJM The J.M. Smucker Company
+0.64%
+$4,341.48 
URI United Rentals, Inc.
+0.64%
+$19.11 
FDFF Fidelity Disruptive Finance ETF
+0.62%
+$3,077.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$1,186.71 
NKE Nike, Inc. - Class B
+0.61%
+$92.03 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$447 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.58%
+$24,009.7 
ITW Illinois Tool Works Inc.
+0.58%
+$5,177.3 
MAGS Roundhill Magnificent Seven Fund
+0.56%
+$1,112.32 
GEHC GE HealthCare Technologies Inc.
+0.55%
+$4.89 
CASS Cass Information Systems, Inc.
+0.54%
+$767.1 
MA Mastercard Incorporated
+0.54%
+$86.52 
SYY Sysco Corporation
+0.54%
+$24.3 
JNJ Johnson & Johnson
+0.54%
+$1,468.62 
PG Procter & Gamble Co
+0.53%
+$287.64 
RPRX Royalty Pharma plc
+0.52%
+$150.06 
CHD Church & Dwight Co., Inc.
+0.51%
+$45.12 
OXY-WT Occidental Petroleum Corporation
+0.51%
+$25 
OXY Occidental Petroleum Corporation
+0.5%
+$334.28 
ATR AptarGroup, Inc.
+0.48%
+$1.2 
EWL iShares MSCI Switzerland ETF
+0.48%
+$16.24 
KT KT Corporation
+0.48%
+$4.46 
AAPL Apple Inc.
+0.47%
+$7,316.45 
HDV iShares Core High Dividend ETF
+0.46%
+$1,652.54 
MRK Merck & Co., Inc.
+0.46%
+$139.26 
NANC Unusual Subversive Dticker NANC ETF
+0.43%
+$65.78 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.41%
+$505.92 
ISMF iShares Managed Futures Strategy ETF
+0.4%
+$270.36 
HUSV First Trust Horizon Managed Volatility Domestic ETF
+0.39%
+$15.24 
OKLO Oklo Inc.
+0.39%
+$20.02 
GD General Dynamics Corporation
+0.37%
+$2,245.06 
JETS U.S. Global Jets ETF
+0.37%
+$1.36 
TMO Thermo Fisher Scientific Inc.
+0.37%
+$20.43 
XYZ Block, Inc.
+0.37%
+$5.01 
ONEH TrueShares Equity Hedge ETF
+0.37%
+$276.98 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$170.5 
SBUX Starbucks Corporation
+0.35%
+$135.1 
WBD Warner Bros. Discovery, Inc.
+0.32%
+$3.78 
ATO Atmos Energy Corporation
+0.32%
+$119.6 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.32%
+$510 
EIX Edison International
+0.31%
+$723.27 
KEY KeyCorp
+0.3%
+$32.5 
MAA Mid-America Apartment Communities, Inc.
+0.27%
+$32.54 
HDMV First Trust Horizon Managed Volatility Developed International ETF
+0.27%
+$2.09 
CLVT Clarivate Plc
+0.27%
+$1.6 
ALNY Alnylam Pharmaceuticals Inc
+0.26%
+$1.97 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.24%
+$30.03 
PAYH TrueShares S&P Hedged Structured Income High ETF
+0.24%
+$198.66 
KDP Keurig Dr Pepper Inc.
+0.24%
+$1.8 
TMUS T-Mobile US, Inc.
+0.23%
+$32.3 
BKLN Invesco Senior Loan ETF
+0.22%
+$5.08 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$656.04 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$147.8 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$276.57 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.2%
+$581.65 
NIO Nio Inc.
+0.19%
+$0.71 
TMFG Motley Fool Global Opportunities Fund
+0.18%
+$48.86 
RAMP LiveRamp Holdings, Inc.
+0.17%
+$16.05 
FDX FedEx Corporation
+0.16%
+$5.61 
TJX The TJX Companies, Inc.
+0.16%
+$9.6 
QGRO American Century U.S. Quality Growth ETF
+0.16%
+$61.05 
D Dominion Energy, Inc.
+0.15%
+$84.2 
EXEL Exelixis Inc.
+0.15%
+$39.1 
BLV Vanguard Long-Term Bond ETF
+0.15%
+$0.76 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.14%
+$5.74 
FRT Federal Realty Investment Trust
+0.14%
+$78.12 
FLV American Century Focused Large Cap Value ETF
+0.13%
+$53.52 
CAH Cardinal Health Inc.
+0.11%
+$69.94 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.11%
+$9.28 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$3.87 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.1%
+$87.8 
ARCC Ares Capital Corporation
+0.1%
+$0.02 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.1%
+$3 
SBRA Sabra Health Care REIT, Inc.
+0.1%
+$8.32 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.1%
+$14.7 
KMI Kinder Morgan, Inc.
+0.1%
+$22.95 
UNP Union Pacific Corporation
+0.1%
+$19.71 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$24.4 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.09%
+$3.84 
BAX Baxter International Inc.
+0.08%
+$0.92 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.08%
+$5.7 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.08%
+$29.31 
WDIV SPDR S&P Global Dividend ETF
+0.08%
+$189.18 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.08%
+$0.22 
PFE Pfizer Inc.
+0.07%
+$11.74 
PRU Prudential Financial, Inc.
+0.07%
+$2.12 
FLDR Fidelity Low Duration Bond ETF
+0.07%
+$0.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$35.7 
DOV Dover Corporation
+0.06%
+$5.64 
IWX iShares Russell Top 200 Value ETF
+0.06%
+$22,739.43 
HTRB Hartford Total Return Bond ETF
+0.05%
+$0.09 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$0.63 
TIP iShares TIPS Bond ETF
+0.04%
+$0.09 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$11.06 
FIS Fidelity National Information Services, Inc.
+0.04%
+$0.6 
OGN Organon & Co.
+0.04%
+$0.06 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$10.02 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.03%
+$19.57 
CLOI VanEck CLO ETF
+0.03%
+$0.03 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$0.95 
ICE Intercontinental Exchange, Inc.
+0.02%
+$0.48 
SPBO SPDR Portfolio Corporate Bond ETF
+0.02%
+$0.01 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$0.2 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$2.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$11.43 
NDAQ Nasdaq, Inc.
+0.01%
+$0.28 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$0.14 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$52.76 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$0.55 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$14.01 
NULV Nuveen ESG Large-Cap Value ETF
+0.01%
+$3.04 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.01%
+$0.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$0.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$0.17 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$0.93 
SHV iShares Short Treasury Bond ETF
+0.01%
+$14.06 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
0%
+$0.63 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LEG Leggett & Platt, Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UWMC UWM Holdings Corporation
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TMET iShares Strategic Metals ETF
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
0%
$0 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
0%
$0 
ACSG American Century Small Cap Growth ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 QMMY
QMMY
0%
$0 QBUL
QBUL
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 ZJUN
ZJUN
0%
$0 
SCSB Sterling Capital Short Duration Bond ETF
0%
$0 G200
G2004J103
0%
$0 PVEX
PVEX
0%
$0 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-15.46%
-$59,988.73 
GLW Corning Incorporated
-14.03%
-$23.35 
TER Teradyne, Inc.
-13%
-$25,331.94 
NOK Nokia Corporation Sponsored ADR
-12.76%
-$34.08 
COHR Coherent Corp.
-11.77%
-$5,964.38 
AEIS Advanced Energy Industries Inc.
-10.72%
-$277.18 
AEHR Aehr Test Systems
-10.43%
-$246.91 
HPE Hewlett Packard Enterprise Company
-10.16%
-$1,306.17 
LITE Lumentum Holdings Inc.
-9.86%
-$33,624.17 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$1,253.45 
GEV GE Vernova Inc.
-8.63%
-$52,447.84 
CIEN Ciena Corporation
-8.48%
-$11,111.25 
AMKR Amkor Technology Inc.
-8.31%
-$116.1 
LRCX Lam Research Corporation
-7.79%
-$102,511.64 
STRL Sterling Infrastructure, Inc.
-7.74%
-$47,679.09 
ETN Eaton Corporation plc
-7.57%
-$64.42 
BDC Belden Inc.
-7.28%
-$8.89 
VRT Vertiv Holdings Co
-7.11%
-$33,159.92 
ASML ASML Holding N.V. New York Registry Shares
-7.1%
-$2,050.54 
CEG Constellation Energy Corporation
-6.94%
-$6,069.39 
AMAT Applied Materials, Inc.
-6.72%
-$1,043.12 
KLAC KLA Corporation
-6.58%
-$237.6 
DRAM Roundhill Memory ETF
-6.54%
-$65,500.15 
APLD Applied Digital Corporation
-6.51%
-$15.48 
BE Bloom Energy Corporation
-6.36%
-$1,561.06 
FLEX Flex Ltd.
-5.84%
-$933.83 
XSD SPDR S&P Semiconductor ETF
-5.78%
-$1,664.97 
APH Amphenol Corporation
-5.64%
-$1,116.28 
SMHX VanEck Vectors Semiconductor ETF
-5.58%
-$1,662.16 
ANET Arista Networks, Inc.
-5.56%
-$3,685.2 
CRS Carpenter Technology Corporation
-5.45%
-$9,965.69 
ICCM IceCure Medical Ltd.
-5.43%
-$63.96 
SOXX iShares Semiconductor ETF
-5.38%
-$22,615.33 
ON ON Semiconductor Corporation
-5.37%
-$106.22 
SOLS Sollensys Corp
-5.33%
-$1,840.08 
BAC Bank of America Corporation
-5.24%
-$2,263.36 
INTC Intel Corporation
-5.24%
-$12,035.87 
GTX Garrett Motion Inc.
-5.05%
-$87.89 
DELL Dell Technologies Inc.
-5.03%
-$61,353.91 
SLB Schlumberger Limited
-5.01%
-$2.81 
SHOC SHOC US Semiconductor Equity ETF
-4.97%
-$2,943.09 
VST Vistra Corp
-4.96%
-$66.3 
DLR Digital Realty Trust, Inc.
-4.83%
-$30,655.15 
NXPI NXP Semiconductors N.V.
-4.8%
-$227.4 
AVGO Broadcom Inc.
-4.75%
-$141,813.92 
MU Micron Technology, Inc.
-4.75%
-$58,325.41 
ABAT American Battery Technology Company
-4.66%
-$11.28 
SMH VanEck Semiconductor ETF
-4.56%
-$53,113.28 
KALU Kaiser Aluminum Corporation
-4.56%
-$8,473.24 
ORCL Oracle Corporation
-4.5%
-$710.85 
ADI Analog Devices, Inc.
-4.5%
-$3,241.4 
SNDK SanDisk Corporation
-4.4%
-$287.3 
FTI TechnipFMC plc
-4.3%
-$1,899.12 
CAT Caterpillar Inc.
-4.14%
-$65,373.83 
EQIX Equinix, Inc.
-4%
-$456.17 
BWA BorgWarner Inc.
-3.96%
-$76.56 
GS The Goldman Sachs Group, Inc.
-3.95%
-$16,223.34 
ORN Orion Group Holdings Inc.
-3.9%
-$37.59 
AMD Advanced Micro Devices, Inc.
-3.9%
-$2,474.76 
P Everpure Inc.
-3.88%
-$518.16 
SNPS Synopsys, Inc.
-3.83%
-$7,600 
ATRO Astronics Corporation
-3.8%
-$19,438.93 
TGLS Tecnoglass Inc.
-3.77%
-$14.45 
TT Trane Technologies plc
-3.77%
-$7,239.12 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-3.77%
-$1,437.97 
TEL TE Connectivity plc
-3.66%
-$232.5 
BAI iShares A.I. Innovation and Tech Active ETF
-3.65%
-$7,177.62 
WDC Western Digital Corporation
-3.59%
-$12,370.69 
ARTY iShares Future AI & Tech ETF
-3.5%
-$2,697.9 
CDNS Cadence Design Systems, Inc.
-3.46%
-$20.02 
HP Helmerich & Payne Inc.
-3.45%
-$8,388.88 
HPQ HP Inc.
-3.42%
-$2,843.1 
PKOH Park-Ohio Holdings Corp.
-3.4%
-$1.58 
MS Morgan Stanley
-3.38%
-$841 
PAAS Pan American Silver Corp.
-3.26%
-$77.08 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$372.24 
BTG B2Gold Corp
-3.16%
-$85.68 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$159.88 
MWA Mueller Water Products Inc.
-3.07%
-$18.37 
XMMO Invesco S&P MidCap Momentum ETF
-3.03%
-$373.01 
ROAD Construction Partners, Inc. Class A Common Stock
-3.01%
-$164.79 
GDX VanEck Gold Miners ETF
-3%
-$439.41 
PDP Invesco Dorsey Wright Momentum ETF
-2.96%
-$1,266.05 
UBS UBS Group AG
-2.96%
-$1.61 
RING iShares MSCI Global Gold Miners ETF
-2.95%
-$937.44 
NC NACCO Industries Inc.
-2.92%
-$1.16 
SNX TD Synnex Corporation
-2.86%
-$1,593.9 
NVDA NVIDIA Corporation
-2.85%
-$122,049.97 
ENVX Enovix Corporation
-2.84%
-$147.84 
AA Alcoa Corporation
-2.8%
-$3,711.15 
AGEM Abrdn Emerging Market Dividend Allocator ETF
-2.76%
-$39,223.74 
XME SPDR S&P Metals & Mining ETF
-2.75%
-$510.19 
SCCO Southern Copper Corporation
-2.61%
-$5,463.23 
EMR Emerson Electric Co.
-2.59%
-$17,316.3 
SPMO Invesco S&P 500 Momentum ETF
-2.57%
-$1,539.24 
AVXC Avantis Emerging Markets Ex China ETF
-2.51%
-$573.92 
CRL Charles River Laboratories International, Inc.
-2.49%
-$124.83 
IEMG iShares Core MSCI Emerging Markets ETF
-2.35%
-$329,939.68 
FCX Freeport-McMoRan Inc.
-2.32%
-$70.95 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.29%
-$280.14 
TDG TransDigm Group Inc.
-2.28%
-$25.99 
VLO Valero Energy Corporation
-2.25%
-$368.76 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.25%
-$10.75 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$5,106.08 
GFF Griffon Corporation
-2.13%
-$10.22 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$2,688.12 
PEG Public Service Enterprise Group Incorporated
-2.06%
-$1,045.98 
OC Owens Corning
-2.05%
-$89.1 
STX Seagate Technology Holdings plc
-2.04%
-$12,597.94 
FPX First Trust US Equity Opportunities ETF
-1.96%
-$748 
GE General Electric Company
-1.94%
-$22,216.28 
WFC Wells Fargo & Company
-1.92%
-$373.02 
TXN Texas Instruments Inc
-1.9%
-$2,951.36 
CCI Crown Castle Inc.
-1.9%
-$25.83 
SB Safe Bulkers Inc.
-1.88%
-$0.16 
LIT GLOBAL X LITHIUM & BATTERY T
-1.83%
-$30.13 
ICLN iShares Global Clean Energy ETF
-1.81%
-$0.33 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$1,247.12 
MLM Martin Marietta Materials, Inc.
-1.78%
-$9.08 
INGR Ingredion Inc.
-1.76%
-$30.09 
EQT EQT Corporation
-1.74%
-$9.4 
TQQQ ProShares UltraPro QQQ
-1.71%
-$1.21 
XEL Xcel Energy Inc.
-1.7%
-$314.88 
JPM JPMorgan Chase & Co.
-1.69%
-$37,528.74 
SLV iShares Silver Trust
-1.65%
-$429.12 
FBOT Fidelity Disruptive Automation ETF
-1.64%
-$7,368.93 
CSCO Cisco Systems, Inc.
-1.62%
-$9,944.48 
PCN PIMCO Corporate & Income Strategy Fund
-1.62%
-$0.18 
FIDU Fidelity MSCI Industrials Index ETF
-1.62%
-$738.52 
FDG American Century Focused Dynamic Growth ETF
-1.6%
-$272.12 
RCL Royal Caribbean Group
-1.6%
-$512.54 
IETC iShares U.S. Tech Independence Fund
-1.58%
-$382.95 
APD Air Products and Chemicals, Inc.
-1.57%
-$853.74 
BLOX Nicholas Crypto Income ETF
-1.56%
-$263.44 
PTY PIMCO Corporate & Income Opportunity Fund
-1.54%
-$0.7 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$12,687.51 
PJT PJT Partners Inc.
-1.49%
-$70.61 
ETR Entergy Corporation
-1.49%
-$1,913.83 
OWL Blue Owl Capital Inc.
-1.47%
-$0.31 
LNG Cheniere Energy Inc.
-1.47%
-$65.28 
AEM Agnico Eagle Mines Limited
-1.46%
-$32.23 
XLI Industrial Select Sector SPDR Fund
-1.44%
-$166.16 
EXE Expand Energy Corporation
-1.43%
-$12.24 
WMB The Williams Companies, Inc.
-1.39%
-$105.56 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$4,235.61 
ITRI Itron Inc.
-1.38%
-$72.37 
TSLA Tesla, Inc.
-1.36%
-$4,448.15 
LEA Lear Corporation
-1.36%
-$31.95 
IAUM iShares Gold Trust Micro
-1.34%
-$1,427.96 
FUTY Fidelity MSCI Utilities Index ETF
-1.33%
-$4,093.11 
GLDM SPDR Gold MiniShares Trust
-1.32%
-$515.29 
RTX RTX Corporation
-1.31%
-$22,047.92 
IDA Idacorp Inc.
-1.31%
-$7,966.77 
GLD SPDR Gold Shares
-1.3%
-$296.4 
CHTR Charter Communications Inc
-1.28%
-$3.74 
EUAD STOXX Europe Aerospace & Defense ETF
-1.28%
-$2,296.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.28%
-$492.75 
CRNT Ceragon Networks Ltd.
-1.27%
-$5.68 
APPS Digital Turbine Inc.
-1.27%
-$1,046.55 
IAU iShares Gold Trust
-1.27%
-$37.26 
CORO Ishares International Country Rotational Active ETF
-1.27%
-$4,474.4 
FMAT Fidelity MSCI Materials Index ETF
-1.27%
-$540.94 
WTS Watts Water Technologies Inc.
-1.26%
-$13.47 
JOBY Joby Aviation, Inc.
-1.25%
-$76.09 
C Citigroup Inc.
-1.24%
-$263.93 
VGT Vanguard Information Technology ETF
-1.24%
-$585.45 
FISV Fiserv, Inc.
-1.24%
-$63.36 
CNP CenterPoint Energy Inc.
-1.24%
-$3,610.34 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$239.36 
CWB SPDR Bloomberg Convertible Securities ETF
-1.21%
-$420.36 
AMZN Amazon.com Inc
-1.21%
-$6,771.86 
CMCSA Comcast Corp
-1.19%
-$27.3 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.19%
-$21.5 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.18%
-$638.58 
XAR SPDR S&P Aerospace & Defense ETF
-1.18%
-$3,978.8 
SPCX Space Exploration Technologies Corp. Class A
-1.18%
-$14,305.94 
IXUS iShares Core International Stock ETF
-1.17%
-$460.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$10,024.17 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$170,017.85 
RACE Ferrari N.V.
-1.14%
-$18.84 
XPO XPO Inc.
-1.13%
-$41.3 
RIVN Rivian Automotive, Inc.
-1.12%
-$16.56 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$1.18 
XLE Energy Select Sector SPDR Fund
-1.12%
-$337.26 
STWD Starwood Property Trust Inc.
-1.12%
-$22.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$181.57 
SCHF Schwab International Equity ETF
-1.12%
-$106.78 
EPR EPR Properties
-1.11%
-$46.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$776.64 
ICVT iShares Convertible Bond ETF
-1.08%
-$1,464.93 
BLCR iShares Large Cap Core ACT ETF
-1.08%
-$716.03 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$5,559.38 
MTB M&T Bank Corporation
-1.05%
-$141.68 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.05%
-$2.06 
NAD Nuveen Quality Municipal Income Fund
-1.04%
-$363.03 
NI NiSource Inc.
-1.04%
-$5,937.44 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.04%
-$467.06 
IEX IDEX Corporation
-1.03%
-$23.15 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$332.18 
BG Bunge Global S.A.
-0.98%
-$388.8 
QCOM QUALCOMM Incorporated
-0.97%
-$702.69 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.96%
-$134.35 
EXC Exelon Corporation
-0.92%
-$5,176.87 
XLB Materials Select Sector SPDR Fund
-0.9%
-$61.64 
FBCG Fidelity Blue Chip Growth Fund
-0.88%
-$8,900.94 
GEOS Geospace Technologies Corporation
-0.88%
-$7.92 
CVX Chevron Corporation
-0.88%
-$6,470.96 
AEP American Electric Power Company, Inc.
-0.88%
-$486 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.87%
-$202.57 
GWX SPDR S&P International Small Cap ETF
-0.86%
-$66.8 
LVS Las Vegas Sands Corp.
-0.85%
-$5.84 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$104.39 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.84%
-$8.25 
MDY SPDR S&P MidCap 400 ETF Trust
-0.84%
-$553.87 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$476.16 
EWJ iShares MSCI Japan ETF
-0.82%
-$42.93 
HWM Howmet Aerospace Inc.
-0.82%
-$2,799.32 
GPC Genuine Parts Company
-0.81%
-$3,770.31 
EVRG Evergy Inc.
-0.81%
-$2,589.18 
QINT American Century Quality Diversified International ETF
-0.8%
-$151.05 
DFIS Dimensional International Small Cap ETF
-0.8%
-$23.89 
BEN Franklin Resources Inc.
-0.77%
-$536.12 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.76%
-$180.9 
AVDV Avantis International Small Cap Value ETF
-0.75%
-$195.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$3,017.18 
BBJP JPMorgan BetaBuilders Japan Fund
-0.74%
-$86.73 
VGK Vanguard FTSE Europe ETF
-0.74%
-$11.97 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1.19 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.73%
-$14.61 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.73%
-$70.99 
USAU U.S. Gold Corp.
-0.72%
-$11 
NEE NextEra Energy, Inc.
-0.72%
-$524.79 
AVDE Avantis International Equity ETF
-0.72%
-$144.72 
XLRE The Real Estate Select Sector SPDR Fund
-0.71%
-$43.4 
SLVM Sylvamo Corporation
-0.71%
-$3 
BBEU JPMorgan BetaBuilders Europe Fund
-0.71%
-$79.92 
TTE TotalEnergies SE
-0.7%
-$17.41 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.7%
-$13.42 
PNW Pinnacle West Capital Corporation
-0.68%
-$137.8 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$178.2 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.67%
-$122.26 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.67%
-$9.95 
FLJP Franklin FTSE Japan ETF
-0.66%
-$1.65 
XMPT VanEck CEF Municipal Income ETF
-0.66%
-$1,628.91 
COP ConocoPhillips
-0.66%
-$162.9 
PLD Prologis Inc.
-0.65%
-$4,291.36 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$33,100.2 
PFGC Performance Food Group Co.
-0.65%
-$154.33 
PFF iShares Preferred and Income Securities ETF
-0.65%
-$0.39 
IWY iShares Russell Top 200 Growth ETF
-0.65%
-$335,421.65 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$554.24 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.64%
-$91.08 
AVRE Avantis Real Estate ETF
-0.64%
-$94.99 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.64%
-$26.47 
REET iShares Global REIT ETF
-0.63%
-$30.94 
SPYC Simplify US Equity PLUS Convexity ETF
-0.63%
-$436.14 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-0.63%
-$9,021.1 
BILT iShares Infrastructure Active ETF
-0.62%
-$194.65 
VMC Vulcan Materials Company
-0.62%
-$6.3 
LIN Linde plc
-0.62%
-$43.35 
CEFZ RiverNorth Active Income ETF
-0.62%
-$158.55 
RC Ready Capital Corporation
-0.61%
-$4.68 
NULG Nuveen ESG Large-Cap Growth ETF
-0.6%
-$577.88 
TROW T. Rowe Price Group, Inc.
-0.6%
-$434.34 
CMS CMS Energy Corporation
-0.6%
-$2 
FITB Fifth Third Bancorp
-0.58%
-$95.04 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$98.04 
CDW CDW Corporation
-0.58%
-$36.73 
ET Energy Transfer L.P.
-0.58%
-$15.37 
IYW iShares U.S. Technology ETF
-0.58%
-$233.6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$8,058.75 
VTR Ventas Inc.
-0.57%
-$57.12 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.57%
-$389.82 
BP BP p.l.c. Sponsored ADR
-0.56%
-$1,247.21 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$43.71 
MRP Millrose Properties Inc.
-0.56%
-$4.95 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$8,815.69 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.55%
-$1.43 
ED Consolidated Edison, Inc.
-0.55%
-$3,608.28 
AVLC Avantis U.S. Large Cap Equity ETF
-0.55%
-$518.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.55%
-$636.24 
R Ryder System Inc.
-0.55%
-$4,022.7 
VBK Vanguard Small-Cap Growth ETF
-0.54%
-$64.75 
IUSG iShares Core S&P U.S. Growth ETF
-0.54%
-$24.6 
ALLY Ally Financial Inc.
-0.54%
-$37.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$2,962.92 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$4.7 
VNQ Vanguard Real Estate ETF
-0.53%
-$1,237 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$456.69 
STEW SRH Total Return Fund, Inc.
-0.52%
-$15,490.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$13.75 
VOOG Vanguard S&P 500 Growth ETF
-0.51%
-$64.5 
ES Eversource Energy
-0.51%
-$141.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$187.57 
AMT American Tower Corporation
-0.51%
-$20.7 
AVUS Avantis U.S. Equity ETF
-0.5%
-$14.3 
XLG Invesco S&P 500 Top 50 ETF
-0.5%
-$934.92 
FENI Fidelity Enhanced International ETF
-0.5%
-$107.42 
SO The Southern Company
-0.49%
-$297.56 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$85.2 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$76.69 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$933.24 
VTV Vanguard Value ETF
-0.47%
-$788.64 
QQQI Neos NASDAQ-100 High Income ETF
-0.47%
-$128.26 
HQY HealthEquity Inc.
-0.47%
-$8.08 
DUK Duke Energy Corporation
-0.47%
-$47.17 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.46%
-$125.25 
ECL Ecolab Inc.
-0.45%
-$4.96 
VO Vanguard Mid-Cap ETF
-0.44%
-$316.08 
SHEL Shell plc
-0.43%
-$26.04 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.43%
-$6.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$18.68 
NFG National Fuel Gas Company
-0.43%
-$27.65 
XLF Financial Select Sector SPDR Fund
-0.43%
-$970.93 
FDVV Fidelity High Dividend ETF
-0.42%
-$97.52 
DFSV Dimensional US Small Cap Value ETF
-0.41%
-$113.36 
MGV Vanguard Mega Cap Value ETF
-0.41%
-$15.18 
WEC WEC Energy Group Inc.
-0.41%
-$2,228.69 
NNN NNN REIT, Inc.
-0.4%
-$38.67 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.4%
-$294.75 
O Realty Income Corporation
-0.4%
-$18.33 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.39%
-$343.09 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.39%
-$22.32 
CSX CSX Corporation
-0.39%
-$449.16 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$11.55 
PGX Invesco Preferred ETF
-0.38%
-$0.16 
URTH iShares MSCI World ETF
-0.37%
-$37.73 
VOE Vanguard Mid-Cap Value ETF
-0.37%
-$36.24 
USB U.S. Bancorp
-0.37%
-$51.29 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$0.5 
VOO Vanguard S&P 500 ETF
-0.35%
-$35,805.12 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.35%
-$113.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$5,219.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$107.53 
EPI WisdomTree India Earnings Fund
-0.34%
-$10.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$528.77 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$15,422.56 
IVV iShares Core S&P 500 ETF
-0.34%
-$922.23 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$296.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$723.24 
ADM Archer-Daniels-Midland Co
-0.33%
-$229.1 
HCA HCA Healthcare Inc.
-0.33%
-$59.64 
WD Walker & Dunlop Inc.
-0.32%
-$5.85 
ABR Arbor Realty Trust Inc.
-0.32%
-$2.27 
VB Vanguard Small-Cap ETF
-0.32%
-$65.1 
CIM Chimera Investment Corporation
-0.31%
-$0.04 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$10.92 
JPIN JPMorgan Diversified Return International Equity ETF
-0.31%
-$19.02 
MGC Vanguard Mega Cap ETF
-0.31%
-$498.24 
WELL Welltower Inc.
-0.31%
-$154.8 
CARR Carrier Global Corporation
-0.3%
-$0.17 
JANZ TrueShares Structured Outcome January Fund
-0.29%
-$34.42 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$76.32 
IYLD iShares Morningstar Multi-Asset Income ETF
-0.28%
-$0.57 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.28%
-$144.84 
CTAS Cintas Corporation
-0.28%
-$47.88 
DON WisdomTree U.S. MidCap Dividend Fund
-0.28%
-$7.36 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$16.1 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.28%
-$5.91 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$289.57 
SFD Smithfield Foods, Inc.
-0.27%
-$28.82 
VXF Vanguard Extended Market ETF
-0.26%
-$55.18 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.26%
-$380.57 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.25%
-$1,746.7 
SWK Stanley Black & Decker Inc.
-0.25%
-$4.18 
A Agilent Technologies Inc.
-0.24%
-$1.77 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.24%
-$2,585.62 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.24%
-$132.4 
AOK iShares Core Conservative Allocation ETF
-0.23%
-$84.64 
PKG Packaging Corporation of America
-0.23%
-$9.18 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
-0.23%
-$13.85 
DECZ TrueShares Structured Outcome December ETF
-0.23%
-$26.87 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$41,362.86 
IVT InvenTrust Properties Corp.
-0.22%
-$238.56 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.21%
-$126.27 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.21%
-$172.16 
BA Boeing Company
-0.21%
-$62.48 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.2%
-$7.51 
BX Blackstone Inc.
-0.2%
-$27.04 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$2.05 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$17.05 
VUG Vanguard Growth ETF
-0.19%
-$212.84 
FALN iShares Fallen Angels USD Bond ETF
-0.19%
-$0.1 
IWM iShares Russell 2000 ETF
-0.19%
-$28.89 
QUBT Quantum Computing Inc.
-0.19%
-$0.7 
MBLY Mobileye Global Inc.
-0.18%
-$0.73 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$16,257.57 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.18%
-$0.49 
NBOS Neuberger Berman Option Strategy ETF
-0.18%
-$0.3 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.17%
-$1,537.5 
BBDC Barings BDC Inc.
-0.17%
-$14.4 
NWL Newell Brands Inc.
-0.17%
-$6.3 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$82.88 
MAIN Main Street Capital Corporation
-0.17%
-$30.37 
AEG Aegon N.V.
-0.17%
-$570.6 
CTA Simplify Managed Futures Strategy ETF
-0.17%
-$11.45 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.17%
-$318.41 
SCNM Sterling Capital National Municipal Bond ETF
-0.17%
-$50,315.28 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.16%
-$49.05 
SEPZ TrueShares Structured Outcome September ETF
-0.16%
-$639.13 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.15%
-$7.03 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$851.5 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.14%
-$5.73 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$30.02 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.14%
-$115.2 
UNM Unum Group
-0.13%
-$2.12 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$4.35 
BINC iShares Flexible Income Active ETF
-0.13%
-$98.15 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.13%
-$307.89 
VYMI Vanguard International High Dividend Yield Index Fund
-0.13%
-$49.93 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.12%
-$0.14 
XLSR SPDR SSGA US Sector Rotation ETF
-0.12%
-$22 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$13.57 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.11%
-$1,547.48 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.11%
-$8.75 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$7.6 
NJUN Innovator G-100 Power Buffer ETF - July
-0.11%
-$1.96 
GGG Graco Inc.
-0.1%
-$0.56 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$6.08 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.1%
-$141.75 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.1%
-$0.24 
NMAY Innovator Growth-100 Power Buffer ETF May
-0.1%
-$5.37 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.1%
-$1,210.62 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$24.37 
BBCA JPMorgan BetaBuilders Canada ETF
-0.1%
-$6.5 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.1%
-$13.28 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$15,148.15 
SPG Simon Property Group, Inc.
-0.09%
-$0.18 
WINN Harbor Long-Term Growers ETF
-0.09%
-$9.06 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$340.32 
SEIX Virtus Seix Senior Loan ETF
-0.09%
-$0.02 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$2.84 
CFG Citizens Financial Group, Inc.
-0.09%
-$3.72 
BNDX Vanguard Total International Bond ETF
-0.09%
-$12.52 
TYA Simplify Intermediate Term Treasury ETF
-0.08%
-$35.02 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$16.41 
KORP American Century Diversified Corporate Bond ETF
-0.08%
-$5.08 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.08%
-$574.44 
DIV Global X SuperDividend U.S. ETF
-0.08%
-$0.18 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.08%
-$1.27 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.08%
-$314.73 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
-0.08%
-$2.14 
REG Regency Centers Corporation
-0.07%
-$394.75 
SDSI American Century Short Duration Strategic Income ETF
-0.07%
-$3.71 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.07%
-$138.51 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$16.44 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$0.85 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$14.76 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.06%
-$4.54 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$0.36 
MUB iShares National Muni Bond ETF
-0.05%
-$1,444.08 
DGRO iShares Core Dividend Growth ETF
-0.05%
-$1 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$10.07 
MBB iShares MBS ETF
-0.05%
-$125.46 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.05%
-$11.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$28.56 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$135.78 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.04%
-$0.02 
SMAX iShares Large Cap Municipal Bond ETF
-0.04%
-$0.01 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$8.47 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.04%
-$53.61 
SYSB iShares Systematic Bond ETF
-0.04%
-$21.21 
SPLV Invesco S&P 500 Low Volatility ETF
-0.03%
-$15.9 
CMBS iShares CMBS ETF
-0.03%
-$0.01 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.03%
-$3.02 
NJR New Jersey Resources Corporation
-0.03%
-$0.14 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$2.6 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$112.73 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$24.14 
CARY Angel Oak Income ETF
-0.02%
-$2.48 
FBND Fidelity Total Bond ETF
-0.02%
-$0.09 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.02%
-$8.77 
AHYB American Century Select High Yield ETF
-0.02%
-$0.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$184 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$9.6 
PEP PepsiCo, Inc.
-0.01%
-$7.28 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$0.09 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$46.95 
AVIG Avantis Core Fixed Income ETF
-0.01%
-$2.24 
RECS Columbia Research Enhanced Core ETF
-0.01%
-$0.32 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$1.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$0.02 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$7.3 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$3.67 
CRDT Simplify Opportunistic Income ETF
0%
-$0.68 Events
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Dividends
Dividend Analysis
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| Trades 2613 | Longs Won 1565/2613 59% | Profit Factor 6.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,017.48 |
| Average Win $42,175.68 | Best Trade (Sep 03) $3.56M | Sharpe Ratio -6.56 |
| Average Loss -$9,112.47 | Worst Trade (Sep 14) -$1.94M | Z-Score 0.49 (37.92%) |
| Commissions $0 | Avg. Trade Length 6m 3w 6d | Expectancy $21,605.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5 | $700 | $732.87 | - | $32.87 | 4.7% | -0.242% |
| AA Alcoa Corporation | 2,749 | $181,696.39 | $128,955.59 | - | -$52,740.8 | -29.03% | -2.797% |
| AAPL Apple Inc. | 4,690 | $1.2M | $1.57M | - | $370,173.14 | 30.96% | +0.47% |
| ABAT American Battery Technology Company | 98 | $327 | $230.78 | - | -$96.22 | -29.43% | -4.66% |
| ABBV AbbVie Inc. | 1,821 | $415,300.87 | $476,291.65 | - | $60,990.78 | 14.69% | +1.725% |
| ABR Arbor Realty Trust Inc. | 151 | $1,157.46 | $710.45 | - | -$447.01 | -38.62% | -0.318% |
| ACN Accenture plc Class A | 43 | $10,336.75 | $8,366.51 | - | -$1,970.24 | -19.06% | +5.802% |
| ACSG American Century Small Cap Growth ETF | 119 | $5,974 | $5,974 | - | - | - | 0.0 |
| ADBE Adobe Inc. | 176 | $40,578.3 | $46,412.96 | - | $5,834.66 | 14.38% | +4.551% |
| ADI Analog Devices, Inc. | 190 | $74,355.98 | $68,726.8 | - | -$5,629.18 | -7.57% | -4.504% |
| ADM Archer-Daniels-Midland Co | 790 | $45,401.54 | $68,279.7 | - | $22,878.16 | 50.39% | -0.334% |
| ADP Automatic Data Processing Inc. | 85 | $21,864.6 | $23,502.88 | - | $1,638.28 | 7.49% | +3.073% |
| ADPT Adaptive Biotechnologies Corporation | 5.75 | $374 | $142.73 | - | -$231.27 | -61.84% | +2.57% |
| ADSK Autodesk, Inc. | 47 | $11,251.55 | $10,766.99 | - | -$484.56 | -4.31% | +7.855% |
| AEG Aegon N.V. | 38,040 | $276,415.52 | $344,071.8 | - | $67,656.28 | 24.48% | -0.166% |
| AEHR Aehr Test Systems | 25 | $505 | $2,120.34 | - | $1,615.34 | 319.87% | -10.43% |
| AEIS Advanced Energy Industries Inc. | 9 | $2,904.4 | $2,308.07 | - | -$596.33 | -20.53% | -10.722% |
| AEM Agnico Eagle Mines Limited | 11 | $2,000.96 | $2,171.73 | - | $170.77 | 8.53% | -1.462% |
| AEP American Electric Power Company, Inc. | 450 | $59,262.11 | $55,012.5 | - | -$4,249.61 | -7.17% | -0.876% |
| AFL Aflac Inc. | 4,954 | $546,313.96 | $579,444.61 | - | $33,130.65 | 6.06% | +1.462% |
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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 - $4.59M, Vanguard S&P 500 ETF - $2.97M, Sterling Capital Enhanced Cash ETF - $2.94M, 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: BETA Technologies, Inc. - Class A Common Stock - $142,098.4, Robinhood Markets, Inc - $104,945.2, Celsius Holdings Inc - $104,161.92, AppLovin Corporation Class A Common Stock - $87,083.29, and Digital Turbine Inc - $76,898.49. 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 $13.56M earned over time. The largest contributors to dividend income include Sterling Capital Enhanced Cash ETF - $2.94M, iShares National Muni Bond ETF - $1.1M, iShares MSCI EAFE Value ETF - $946,579.92, Vanguard Mortgage-Backed Securities Fund - $732,491.09, and iShares Russell Top 200 Value ETF - $718,073.96. 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.
