AWM
Accurate Wealth Management LLC Portfolio
Invests via Accurate Wealth Management LLC | Managed by Accurate Wealth Management LLC
Invests via Accurate Wealth Management LLC
Managed by Accurate Wealth Management LLC
Automatically Tracked
Company Profile
Operating within the financial services sector, Accurate Wealth Management LLC is dedicated to providing bespoke investment solutions tailored to individual and institutional clients. The firm specializes in comprehensive wealth management strategies that aim to align client needs with market opportunities. Its expertise spans a wide range of asset classes, offering holistic approaches that integrate personal financial goals with rigorous market analysis. As an emerging player in the wealth management landscape, Accurate Wealth Management has garnered attention for its commitment to delivering personalized service backed by industry insights.
Operating within the financial services sector, Accurate Wealth Management LLC is dedicated to providing bespoke investment solutions tailored to individual and institutional clients. The firm specializes in comprehensive wealth management strategies that aim to align client needs with market opportunities. Its expertise spans a wide range of asset classes, offering holistic approaches that integrate personal financial goals with rigorous market analysis. As an emerging player in the wealth management landscape, Accurate Wealth Management has garnered attention for its commitment to delivering personalized service backed by industry insights.
Investment Philosophy & Strategy
Transforming the client experience is at the heart of Accurate Wealth Management LLC’s strategy. With an emphasis on personalized financial solutions, this firm focuses on leveraging data-driven insights to anticipate market trends and meet diverse investment needs. The firm's agile approach allows it to capitalize on unique opportunities across varying asset classes while emphasizing strong risk management practices. Committed to fostering long-term relationships, it adopts a collaborative mindset that empowers clients to take control of their financial future through informed decisions and tailored advice.
Transforming the client experience is at the heart of Accurate Wealth Management LLC’s strategy. With an emphasis on personalized financial solutions, this firm focuses on leveraging data-driven insights to anticipate market trends and meet diverse investment needs. The firm's agile approach allows it to capitalize on unique opportunities across varying asset classes while emphasizing strong risk management practices. Committed to fostering long-term relationships, it adopts a collaborative mindset that empowers clients to take control of their financial future through informed decisions and tailored advice.
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:
31.61%
Gain +1.34%
Monthly
0.51%
Yearly
6.27%
Drawdown
13.78%
$872.51M
Equity
Holdings
$872.51M
Investment
$687.14M
$232.63M
Profit +$13.03M
Realized
$47.26M
Unrealized
$185.37M
Dividends
$35.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.34%
Profit
$13.03M
Win %
72%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$9.65M
Win %
72%
This Month
Compared to last month
Gain
-1.51%
Profit
-$13.4M
Win %
72%
This Year
Compared to last year
Gain
0.63%
Profit
$14.29M
Win %
72%
KLAC KLA Corporation
+12.85%
+$93,577.26 
LRCX Lam Research Corporation
+12.65%
+$612,062.32 
PURR Hyperliquid Strategies Inc.
+12.15%
+$18,416.56 
MU Micron Technology, Inc.
+11.69%
+$392,359.36 
KOPN Kopin Corporation
+11.52%
+$9,275 
AMAT Applied Materials, Inc.
+11.17%
+$505,529.48 
MRVL Marvell Technology, Inc.
+11.12%
+$108,315.04 
GLXY Galaxy Digital Inc. Class A Common Stock
+10.35%
+$67,373.28 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$55,406.19 
INTC Intel Corporation
+9.28%
+$162,623.59 
RKLB Rocket Lab Corporation
+9.26%
+$62,855.8 
FWRG First Watch Restaurant Group, Inc.
+8.83%
+$63,730.94 
SLS Sellas Life Sciences Group Inc.
+8.39%
+$19,566.6 
SOXX iShares Semiconductor ETF
+8.39%
+$89,250.3 
ALB Albemarle Corporation
+8%
+$14,147.54 
AMD Advanced Micro Devices, Inc.
+7.96%
+$427,233.34 
RCL Royal Caribbean Group
+7.14%
+$65,250.36 
DAL Delta Air Lines, Inc.
+7.04%
+$67,831.04 
HOOD Robinhood Markets, Inc.
+6.9%
+$25,103.52 
FCX Freeport-McMoRan Inc.
+6.89%
+$36,379.98 
MTZ MasTec, Inc. Common Stock
+6.79%
+$18,747.95 
SMH VanEck Semiconductor ETF
+6.78%
+$256,929.3 
XAR SPDR S&P Aerospace & Defense ETF
+6.64%
+$104,252.94 
LMB Limbach Holdings Inc.
+6.6%
+$15,817.56 
QLD ProShares Ultra QQQ
+6.55%
+$24,721.2 
HON Honeywell International Inc.
+6.45%
+$46,922.72 
STX Seagate Technology Holdings plc
+6.38%
+$134,157.5 
PANW Palo Alto Networks, Inc.
+6.2%
+$60,237.12 
QCOM QUALCOMM Incorporated
+6.16%
+$86,217.82 
VRT Vertiv Holdings Co
+6.06%
+$51,209.21 
BA Boeing Company
+6.05%
+$24,812.32 
HWM Howmet Aerospace Inc.
+6.05%
+$128,913.78 
DELL Dell Technologies Inc.
+5.94%
+$213,328.7 
FDX FedEx Corporation
+5.84%
+$68,295.6 
QTUM Defiance Quantum ETF
+5.54%
+$91,902.6 
RBC RBC Bearings Incorporated
+5.38%
+$22,403.66 
TXN Texas Instruments Inc
+5.33%
+$53,527.32 
RPG Invesco S&P 500 Pure Growth ETF
+5.31%
+$50,666.29 
GDX VanEck Gold Miners ETF
+5.27%
+$13,521.64 
AA Alcoa Corporation
+5.26%
+$11,402.25 
ON ON Semiconductor Corporation
+5.26%
+$17,503.17 
UPS United Parcel Service, Inc.
+5.22%
+$31,423.7 
NEM Newmont Corporation
+5.2%
+$18,070.18 
GD General Dynamics Corporation
+5.2%
+$86,243.21 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$51,379.78 
GLW Corning Incorporated
+5.01%
+$32,539.8 
PWR Quanta Services Inc.
+4.97%
+$17,336.93 
ADI Analog Devices, Inc.
+4.95%
+$47,399.63 
STLA Stellantis N.V.
+4.95%
+$8,201.7 
ITA iShares U.S. Aerospace & Defense ETF
+4.92%
+$10,794.56 
RSSX Return Stacked U.S. Stocks & Bonds ETF
+4.9%
+$31,571.63 
ETN Eaton Corporation plc
+4.88%
+$37,574.34 
CAT Caterpillar Inc.
+4.83%
+$339,070.93 
AMGN Amgen Inc.
+4.79%
+$59,889.07 
NLR VanEck Uranium and Nuclear ETF
+4.79%
+$40,214.16 
RBLX Roblox Corporation
+4.76%
+$13,724.27 
PHM PulteGroup Inc.
+4.71%
+$18,241.02 
IXN iShares Global Tech ETF
+4.7%
+$68,446.56 
TSLA Tesla, Inc.
+4.63%
+$614,703.96 
RIO Rio Tinto Plc Sponsored ADR
+4.6%
+$19,504.51 
AVEM Avantis Emerging Markets Equity ETF
+4.6%
+$27,335.56 
GEV GE Vernova Inc.
+4.58%
+$25,034.91 
LMT Lockheed Martin Corporation
+4.57%
+$53,135.96 
EME EMCOR Group, Inc.
+4.48%
+$70,896.09 
FTNT Fortinet Inc.
+4.44%
+$59,879.85 
GE General Electric Company
+4.43%
+$115,699.36 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$13,144.56 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$86,101.65 
AVES Avantis Emerging Markets Value ETF
+4.26%
+$35,487.84 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$13,654.87 
SHW The Sherwin-Williams Company
+4.24%
+$8,397.76 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$52,683.19 
AVSE Avantis Responsible Emerging Markets Equity ETF
+4.21%
+$47,264.59 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.2%
+$180,874.58 
STLD Steel Dynamics Inc.
+4.18%
+$29,235.68 
NUE Nucor Corporation
+4.16%
+$26,535.09 
GLNK Grayscale Chainlink Trust
+4.14%
+$18,202.52 
CMI Cummins Inc.
+4.03%
+$38,663.79 
OMF OneMain Holdings Inc.
+4.02%
+$8,499.39 
ROK Rockwell Automation, Inc.
+4%
+$9,000.96 
DG Dollar General Corporation
+3.98%
+$13,995.62 
RTX RTX Corporation
+3.83%
+$81,484.4 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$218,730.33 
EMR Emerson Electric Co.
+3.71%
+$16,880.84 
TGT Target Corporation
+3.65%
+$9,629.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$27,968.33 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$11,933.12 
GILD Gilead Sciences Inc.
+3.61%
+$39,264.16 
SBUX Starbucks Corporation
+3.53%
+$11,115.65 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+3.48%
+$8,896.15 
C Citigroup Inc.
+3.47%
+$85,358.68 
SWKS Skyworks Solutions Inc.
+3.47%
+$17,233.72 
AVGO Broadcom Inc.
+3.47%
+$371,519.71 
IGM iShares Expanded Tech Sector ETF
+3.45%
+$45,761.76 
GS The Goldman Sachs Group, Inc.
+3.43%
+$46,853.83 
IYW iShares U.S. Technology ETF
+3.41%
+$19,737.22 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$13,632.32 
CPAI Counterpoint Quantitative Equity ETF
+3.35%
+$35,709.36 
VGT Vanguard Information Technology ETF
+3.33%
+$45,718.96 
ARW Arrow Electronics Inc.
+3.33%
+$59,387.47 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$404,158.02 
XT iShares Future Exponential Technologies ETF
+3.24%
+$14,488.16 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.21%
+$80,456.44 
EWJ iShares MSCI Japan ETF
+3.2%
+$11,943.36 
QQQM Invesco NASDAQ 100 ETF
+3.17%
+$22,115.46 
IBRX ImmunityBio, Inc.
+3.15%
+$15,537.72 
GLD SPDR Gold Shares
+3.12%
+$247,429.12 
RSSB Return Stacked Global Stocks & Bonds ETF
+3.1%
+$89,714.72 
ROST Ross Stores, Inc.
+3.1%
+$10,252.94 
EFA iShares MSCI EAFE ETF
+3.06%
+$8,409.44 
OUNZ VanEck Merk Gold Trust
+3.04%
+$69,237.1 
ANET Arista Networks, Inc.
+3.04%
+$59,274.73 
LHX L3Harris Technologies, Inc.
+3.04%
+$26,865.57 
PH Parker-Hannifin Corporation
+3.04%
+$60,028.15 
GPIQ Nasdaq 100 Core Premium Income ETF
+3.02%
+$7,515.43 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$31,858.28 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$322,709.2 
VXF Vanguard Extended Market ETF
+2.97%
+$18,173.05 
IWM iShares Russell 2000 ETF
+2.97%
+$11,723.62 
EYLD Cambria Emerging Shareholder Yield Fund
+2.96%
+$34,655.08 
PHYS Sprott Physical Gold Trust
+2.96%
+$7,821.45 
AVDE Avantis International Equity ETF
+2.92%
+$84,348.32 
MS Morgan Stanley
+2.91%
+$37,342.06 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$31,957.28 
PMVP PMV Pharmaceuticals, Inc.
+2.83%
+$1,500 
AVDV Avantis International Small Cap Value ETF
+2.81%
+$80,867.98 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.81%
+$6,210.75 
TRUT VanEck Technology TruSector ETF
+2.79%
+$32,892.44 
MGA Magna International Inc.
+2.75%
+$32,879.44 
MAR Marriott International Inc. - Class A
+2.74%
+$38,155.73 
DFAI Dimensional International Core Equity Market ETF
+2.7%
+$16,169.86 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$30,724.58 
HODL VanEck Bitcoin ETF
+2.69%
+$19,667.15 
DFIC Dimensional International Core Equity Market ETF
+2.64%
+$70,356.98 
TXT Textron Inc.
+2.63%
+$6,089.46 
IBIT iShares Bitcoin Trust
+2.62%
+$11,515.61 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$7,171.5 
EFV iShares MSCI EAFE Value ETF
+2.58%
+$21,944.34 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$6,080.47 
CVS CVS Health Corporation
+2.54%
+$11,105.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.54%
+$5,403.8 
CSCO Cisco Systems, Inc.
+2.53%
+$111,231.54 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.53%
+$5,570.5 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$179,829.27 
VB Vanguard Small-Cap ETF
+2.52%
+$5,516.08 
THO Thor Industries Inc.
+2.51%
+$23,953.08 
DFSI Dimensional International Sustainability Core 1 ETF
+2.47%
+$7,428.62 
COF Capital One Financial Corporation
+2.44%
+$7,360.64 
IJR iShares Core S&P Small-Cap ETF
+2.44%
+$58,338.51 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$7,759.74 
BMY Bristol-Myers Squibb Company
+2.37%
+$9,092.16 
CFG Citizens Financial Group, Inc.
+2.36%
+$14,069.81 
ACWI iShares MSCI ACWI ETF
+2.36%
+$15,645.22 
SCHE Schwab Emerging Markets Equity ETF
+2.34%
+$67,884.52 
HSY The Hershey Company
+2.33%
+$11,144.6 
SPEM SPDR Portfolio Emerging Markets ETF
+2.32%
+$7,634.25 
CAH Cardinal Health Inc.
+2.31%
+$32,960 
OKTA Okta Inc.
+2.3%
+$23,781.12 
NTSX WisdomTree U.S. Efficient Core Fund
+2.27%
+$25,993.5 
HD The Home Depot, Inc.
+2.27%
+$88,015 
ROKU Roku, Inc.
+2.27%
+$39,447.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$12,533.64 
LOW Lowe's Companies Inc.
+2.26%
+$17,328.88 
PFE Pfizer Inc.
+2.25%
+$31,248.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$13,272.9 
APH Amphenol Corporation
+2.21%
+$27,323.45 
NVDA NVIDIA Corporation
+2.17%
+$1.03M 
LLY Eli Lilly and Company
+2.16%
+$128,135 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+2.15%
+$89,334.23 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$11,214.66 
SHOP Shopify Inc.
+2.13%
+$8,475.5 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+2.11%
+$5,927.62 
DISV Dimensional International Small Cap Equity Fund
+2.11%
+$10,264.09 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$16,254 
CSX CSX Corporation
+2.06%
+$25,859.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$6,725.16 
ARP PMV Adaptive Risk Parity ETF
+2.04%
+$21,991.45 
BX Blackstone Inc.
+2.03%
+$37,171.2 
LBTYK Liberty Global plc
+2.02%
+$4,670.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
+2.02%
+$36,679.68 
FCTE SMI 3Fourteen FC Trend ETF
+2.01%
+$4,436.75 
INOV Innovator International Developed Power Buffer ETF – November
+2.01%
+$4,440.75 
IWD iShares Russell 1000 Value ETF
+1.99%
+$20,574.99 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.99%
+$35,060.97 
AVUS Avantis U.S. Equity ETF
+1.99%
+$6,368.94 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.98%
+$3,630.55 
BBY Best Buy Co., Inc.
+1.97%
+$5,264.17 
AVUV Avantis U.S. Small Cap Value ETF
+1.95%
+$7,169.68 
VONV Vanguard Russell 1000 Value Index Fund
+1.94%
+$31,004 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$19,541.21 
DFUS Dimensional U.S. Equity Market ETF
+1.9%
+$50,304 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.89%
+$67,360.79 
AVGE FRCL 3 2022Q3 Hb Float
+1.88%
+$8,926.92 
IVSS Applied Finance IVS US SMID ETF
+1.87%
+$9,943.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$52,509.6 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+1.86%
+$4,876.08 
TFC Truist Financial Corporation
+1.85%
+$18,435.88 
GM General Motors Company
+1.85%
+$15,798.6 
MGV Vanguard Mega Cap Value ETF
+1.84%
+$14,137.5 
MGK Vanguard Mega Cap Growth ETF
+1.82%
+$75,787.25 
SCHB Schwab U.S. Broad Market ETF
+1.82%
+$8,274.75 
CEG Constellation Energy Corporation
+1.81%
+$7,362.78 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$7,512.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$55,422.02 
DUHP Dimensional US High Profitability ETF
+1.79%
+$7,604.64 
ITW Illinois Tool Works Inc.
+1.78%
+$8,095.05 
NOC Northrop Grumman Corporation
+1.78%
+$4,283.81 
VUG Vanguard Growth ETF
+1.78%
+$53,005.26 
DIS The Walt Disney Company
+1.77%
+$13,046.25 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.77%
+$5,960.76 
DFAT Dimensional US Targeted Value ETF
+1.76%
+$9,637.81 
MGC Vanguard Mega Cap ETF
+1.75%
+$9,558.58 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$19,085.5 
CLSE Convergence Long/Short Equity Fund
+1.74%
+$77,217.72 
HSIC Henry Schein, Inc.
+1.74%
+$25,020.31 
HFGM Unlimited HFGM Global Macro ETF
+1.73%
+$19,073.34 
AVY Avery Dennison Corporation
+1.73%
+$22,269.54 
TROW T. Rowe Price Group, Inc.
+1.73%
+$8,169.6 
VOO Vanguard S&P 500 ETF
+1.72%
+$66,067.57 
MET MetLife Inc.
+1.71%
+$31,043.46 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$460,424.58 
KEY KeyCorp
+1.71%
+$6,696.75 
AZAA AllianzIM U.S. Large Cap Buffer10 Apr ETF
+1.7%
+$3,129.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$23,440.7 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$4,275.69 
IVV iShares Core S&P 500 ETF
+1.69%
+$28,793.09 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$47,125.9 
VTV Vanguard Value ETF
+1.68%
+$11,274.55 
AXP American Express Company
+1.64%
+$23,957.8 
GPIX S&P 500 Core Premium Income Fund
+1.64%
+$3,520 
OSEA Harbor International Compounders ETF
+1.63%
+$5,461.92 
RAAX VanEck Real Assets ETF
+1.61%
+$37,138.56 
PVAL Putnam Focused Large Cap Value ETF
+1.6%
+$13,272 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$11,242.14 
FTCE First Trust New Constructs Core Earnings Leaders ETF
+1.56%
+$18,825.79 
REGN Regeneron Pharmaceuticals, Inc.
+1.54%
+$2,559.47 
DE Deere & Company
+1.53%
+$23,432.01 
FERG Ferguson Enterprises Inc
+1.52%
+$9,647.37 
CXW CoreCivic Inc.
+1.51%
+$7,044.8 
FITB Fifth Third Bancorp
+1.51%
+$19,640.47 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$33,543.2 
GPZ VanEck Alternative Asset Manager ETF
+1.48%
+$12,699.39 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.46%
+$19,825.96 
IWY iShares Russell Top 200 Growth ETF
+1.45%
+$23,260.08 
AMZN Amazon.com Inc
+1.45%
+$207,710.7 
GWX SPDR S&P International Small Cap ETF
+1.45%
+$4,556.12 
USB U.S. Bancorp
+1.43%
+$13,760.28 
SYY Sysco Corporation
+1.42%
+$24,133.06 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.42%
+$1,470.32 
JPM JPMorgan Chase & Co.
+1.4%
+$158,837.39 
AAPL Apple Inc.
+1.39%
+$501,385.95 
MRK Merck & Co., Inc.
+1.39%
+$44,449.46 
ABNB Airbnb, Inc.
+1.37%
+$9,952.71 
UBER Uber Technologies, Inc.
+1.37%
+$4,955.68 
HCA HCA Healthcare Inc.
+1.34%
+$2,384.5 
EWC iShares MSCI Canada ETF
+1.34%
+$2,856.65 
ORR Militia Long/Short Equity ETF
+1.31%
+$13,612.32 
PRU Prudential Financial, Inc.
+1.27%
+$13,729.64 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$3,338.22 
RWL Invesco S&P 500 Revenue ETF
+1.25%
+$8,260.87 
ULTA Ulta Beauty Inc.
+1.2%
+$8,913.24 
CAIE Calamos Autocallable Income ETF
+1.2%
+$2,773.44 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$5,670.48 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
+1.19%
+$26,329.76 
EIX Edison International
+1.16%
+$6,557.83 
UNM Unum Group
+1.15%
+$6,592.56 
FDVV Fidelity High Dividend ETF
+1.11%
+$7,254.09 
AZBA AllianzIM U.S. Large Cap Buffer20 Apr ETF
+1.1%
+$5,635.69 
BAC Bank of America Corporation
+1.08%
+$28,002.58 
LAMR Lamar Advertising Company
+1.07%
+$7,165.26 
GCOW Pacer Global Cash Cows Dividend ETF
+1.06%
+$4,037.76 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$3,635.1 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
+0.98%
+$3,514.41 
PLD Prologis Inc.
+0.97%
+$14,002.62 
VHT Vanguard Health Care ETF
+0.94%
+$4,354.98 
BFEB Innovator U.S. Equity Buffer ETF
+0.92%
+$2,835 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$9,531.6 
GOOG Alphabet Inc
+0.91%
+$43,792.2 
GBDC Golub Capital BDC, Inc.
+0.91%
+$7,347.6 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.91%
+$2,050.67 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$5,260 
MNST Monster Beverage Corporation
+0.9%
+$2,783.08 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.9%
+$2,374.63 
IBM International Business Machines Corporation
+0.89%
+$20,305.32 
SLB Schlumberger Limited
+0.88%
+$2,016.84 
BUFQ FT Nasdaq Buffer ETF July.
+0.88%
+$2,932.5 
DSMC Distillate Small/Mid Cash Flow ETF
+0.87%
+$9,068.85 
FDN First Trust Dow Jones Internet Index Fund
+0.86%
+$3,093.99 
CGW Invesco S&P Global Water Index ETF
+0.86%
+$1,727.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.85%
+$1,981.59 
MSMR M/S Managed Risk ETF
+0.84%
+$8,676.11 
MCD McDonald's Corporation
+0.83%
+$20,952.69 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.82%
+$2,820.83 
CTAS Cintas Corporation
+0.82%
+$4,419.28 
PSFF Pacer Swan SOS Fund of Funds
+0.81%
+$1,686.3 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.81%
+$3,180.96 
WTFC Wintrust Financial Corporation
+0.79%
+$3,165.9 
DFGP Dimensional Global Core Fixed Income Fund
+0.78%
+$2,295.43 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$2,985.08 
GNK Genco Shipping & Trading Limited
+0.77%
+$3,372.84 
XLF Financial Select Sector SPDR Fund
+0.76%
+$2,891.8 
CAG Conagra Brands Inc.
+0.75%
+$2,101.1 
VSLU Applied Finance Valuation Large Cap ETF
+0.75%
+$8,108.97 
NTSI WisdomTree International Efficient Core Fund
+0.7%
+$1,474.9 
MMM 3M Company
+0.68%
+$8,487.24 
PLTR Palantir Technologies Inc.
+0.67%
+$20,605.08 
MBB iShares MBS ETF
+0.65%
+$1,454.24 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$2,038.64 
GUT The Gabelli Utility Trust
+0.63%
+$1,403.92 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.63%
+$2,850.24 
DFCF Dimensional Core Fixed Income ETF
+0.62%
+$6,865.82 
BNDX Vanguard Total International Bond ETF
+0.58%
+$4,095 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$23,991.39 
JNK SPDR Bloomberg High Yield Bond ETF
+0.58%
+$1,347.54 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.58%
+$3,757.28 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$2,445.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$52,012.8 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$9,621.7 
BLK BlackRock, Inc.
+0.57%
+$9,179.48 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$4,902.04 
ABT Abbott Laboratories
+0.56%
+$3,516.97 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$12,363.52 
USEP Innovator U.S. Equity Ultra ETF
+0.54%
+$1,351.31 
WFC Wells Fargo & Company
+0.54%
+$5,617.92 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$2,472.48 
FTCB First Trust Core Investment Grade ETF
+0.53%
+$6,122.82 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.52%
+$1,261.99 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.51%
+$1,217.68 
LZ LegalZoom.com, Inc.
+0.51%
+$2,356.23 
UAPR Innovator U.S. Equity Ultra ETF
+0.51%
+$1,068.72 
FE FirstEnergy Corp.
+0.49%
+$1,533.18 
RUNN Running Oak Efficient Growth ETF
+0.49%
+$1,134.77 
UJAN Innovator U.S. Equity Ultra Fund
+0.49%
+$5,503.23 
UNP Union Pacific Corporation
+0.49%
+$1,362.24 
RSBT RTRN Stock Bonds & Managed Futures Fund
+0.48%
+$2,652.84 
UAUG Innovator U.S. Equity Ultra Fund
+0.47%
+$1,813.21 
HYTR Counterpoint High Yield ETF
+0.47%
+$4,980.6 
FN Fabrinet
+0.46%
+$3,277.64 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.45%
+$1,067.42 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.45%
+$16,106.7 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$1,064 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.42%
+$2,927.05 
GOOGL Alphabet Inc
+0.42%
+$52,162.04 
AIZ Assurant Inc.
+0.42%
+$7,340.2 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.39%
+$1,376.32 
MAIN Main Street Capital Corporation
+0.39%
+$859.8 
TJX The TJX Companies, Inc.
+0.39%
+$4,568.85 
SCHP Schwab U.S. TIPS ETF
+0.38%
+$791.7 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.36%
+$1,462.87 
AJG Arthur J. Gallagher & Co.
+0.34%
+$2,416.1 
HUBB Hubbell Inc.
+0.34%
+$1,735.59 
NJUL Innovator Growth 100 Power Buffer ETF
+0.33%
+$711.59 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.32%
+$1,018.97 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.31%
+$18,970.21 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$779.68 
HAPI Harbor Human Capital Factor US Large Cap ETF
+0.3%
+$1,261.67 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.3%
+$1,969.49 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$11,121.44 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.29%
+$1,698.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$6,196.43 
JPIE JPMorgan Income ETF
+0.27%
+$3,833.5 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.27%
+$3,093.8 
JAJL Innovator EDP ETF - 6M January/July
+0.25%
+$681.02 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.23%
+$1,947.6 
UBSI United Bankshares, Inc.
+0.22%
+$986.2 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.21%
+$1,899.55 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.21%
+$671.53 
MUB iShares National Muni Bond ETF
+0.21%
+$550.44 
ISRG Intuitive Surgical, Inc.
+0.2%
+$5,893.91 
PEG Public Service Enterprise Group Incorporated
+0.2%
+$1,184.05 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$1,152.09 
AGGS Harbor Disciplined Bond ETF
+0.18%
+$598.58 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$2,121.15 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.18%
+$234.48 
XEL Xcel Energy Inc.
+0.18%
+$2,198.87 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.17%
+$2,587.8 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.17%
+$965.04 
TRV The Travelers Companies, Inc.
+0.17%
+$574.78 
TMUS T-Mobile US, Inc.
+0.16%
+$1,091.85 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$394.27 
DOC Healthpeak Properties, Inc.
+0.15%
+$382.53 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$3,583.76 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.13%
+$1,159.83 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$252.78 
MDT Medtronic plc
+0.11%
+$653.94 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.11%
+$3,435.47 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$253.47 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.09%
+$257.15 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$1,303.48 
CASY Casey's General Stores Inc.
+0.07%
+$578 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$255.81 
HAL Halliburton Company
+0.06%
+$148.97 
GSY Invesco Ultra Short Duration ETF
+0.06%
+$494.19 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$170.07 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$6,137.49 
ENB Enbridge Inc.
+0.04%
+$485.9 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$226.88 
BALT Inn Defined Wealth Shield Mutual Fund
+0.03%
+$86.54 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$464.12 
PSQO Palmer Square Credit Opportunities ETF
+0.02%
+$369.73 
FNF Fidelity National Financial, Inc.
+0.02%
+$86.45 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$109.6 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$127.68 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$1,823.83 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$56.8 
CLTL Invesco Treasury Collateral ETF
+0.01%
+$24.55 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$42.21 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
APLU
0%
$0 
APOC
0%
$0 
AZN
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BLL Ball Corp
0%
$0 
BSOL
0%
$0 
CMCSA Comcast Corp
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
LBTYA
0%
$0 
LEN
0%
$0 
LH
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
MYO Myomo Inc.
-11.69%
-$3,801.6 
ORCL Oracle Corporation
-8.58%
-$285,092.99 
DVN Devon Energy Corporation
-4.27%
-$35,931.44 
COP ConocoPhillips
-3.79%
-$100,107 
Z Zillow Group Inc.
-3.62%
-$42,917.16 
SPOT Spotify Technology S.A.
-3.41%
-$8,322.6 
PAYC Paycom Software, Inc.
-3.26%
-$24,739.62 
SPGI S&P Global Inc.
-3.03%
-$6,348.63 
ADM Archer-Daniels-Midland Co
-2.95%
-$8,997.6 
RRC Range Resources Corporation
-2.94%
-$177,416.25 
NOW ServiceNow, Inc.
-2.78%
-$11,224.74 
XOM Exxon Mobil Corporation
-2.68%
-$312,663.52 
CRM Salesforce Inc
-2.6%
-$12,843.76 
LYB LyondellBasell Industries N.V.
-2.55%
-$9,697.72 
WM Waste Management, Inc.
-2.48%
-$13,620.86 
CF CF Industries Holdings, Inc.
-2.48%
-$8,079.84 
OVV Ovintiv Inc.
-2.42%
-$7,116.2 
BSX Boston Scientific Corporation
-2.4%
-$3,995.04 
MSCI MSCI Inc.
-2.38%
-$35,293 
MO Altria Group, Inc.
-2.35%
-$94,309.32 
ADP Automatic Data Processing Inc.
-2.31%
-$9,220.9 
BG Bunge Global S.A.
-2.27%
-$5,441.08 
RSG Republic Services, Inc.
-2.17%
-$48,497.2 
CVX Chevron Corporation
-2.1%
-$99,464.18 
PSX Phillips 66
-2.03%
-$11,000.01 
MCO Moody's Corporation
-2%
-$11,352.6 
XLE Energy Select Sector SPDR Fund
-1.96%
-$172,019.16 
YOU Clear Secure Inc.
-1.86%
-$22,906.21 
MSFT Microsoft Corp.
-1.79%
-$293,024 
ZM Zoom Video Communications, Inc.
-1.75%
-$52,965.44 
ACN Accenture plc Class A
-1.74%
-$6,902.72 
ALL Allstate Corporation
-1.67%
-$26,054.05 
AWK American Water Works Company, Inc.
-1.6%
-$3,541.06 
EPD Enterprise Products Partners L.P.
-1.56%
-$4,062.74 
DHR Danaher Corporation
-1.54%
-$5,865.6 
ROL Rollins, Inc.
-1.53%
-$17,976.98 
OKE ONEOK, Inc.
-1.51%
-$3,992.18 
KMI Kinder Morgan, Inc.
-1.51%
-$15,939.36 
CCI Crown Castle Inc.
-1.46%
-$8,226.64 
CNR Core Natural Resources, Inc.
-1.39%
-$11,216.64 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$6,345.18 
MDLZ Mondelez International, Inc.
-1.31%
-$3,538.08 
PM Philip Morris International Inc.
-1.27%
-$34,013.34 
KO The Coca-Cola Company
-1.27%
-$24,752.06 
DINO HF Sinclair Corporation
-1.22%
-$3,170.82 
V Visa Inc. Class A
-1.21%
-$31,539.22 
GLPI Gaming and Leisure Properties, Inc.
-1.11%
-$2,736.72 
ES Eversource Energy
-1.11%
-$12,239.24 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.09%
-$7,584.8 
SYK Stryker Corporation
-1.04%
-$7,489.72 
VLO Valero Energy Corporation
-0.99%
-$5,214.7 
OMCL Omnicell Inc.
-0.94%
-$10,342.44 
MPC Marathon Petroleum Corporation
-0.94%
-$6,403.36 
SLDE Slide Insurance Holdings, Inc.
-0.94%
-$3,631.68 
NFLX Netflix, Inc.
-0.89%
-$21,402.87 
T AT&T Inc.
-0.86%
-$14,247 
CB Chubb Limited
-0.82%
-$1,891.57 
COST Costco Wholesale Corporation
-0.82%
-$29,577.96 
SO The Southern Company
-0.79%
-$15,718.28 
NCDL Nuveen Churchill Direct Lending Corp.
-0.78%
-$5,107.4 
DUK Duke Energy Corporation
-0.7%
-$4,549.24 
BP BP p.l.c. Sponsored ADR
-0.68%
-$3,271.78 
PNW Pinnacle West Capital Corporation
-0.66%
-$3,243.47 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$15,278.75 
AHR American Healthcare REIT, Inc.
-0.62%
-$2,997.44 
SCHW Charles Schwab Corporation
-0.62%
-$3,366.55 
CL Colgate-Palmolive Company
-0.6%
-$1,456.38 
DOUG Douglas Elliman Inc.
-0.57%
-$100 
VRSK Verisk Analytics Inc.
-0.57%
-$7,168.7 
ETR Entergy Corporation
-0.54%
-$1,836 
MA Mastercard Incorporated
-0.54%
-$13,788.72 
UNH UnitedHealth Group Incorporated
-0.54%
-$10,998.05 
PG Procter & Gamble Co
-0.48%
-$65,065.68 
META Meta Platforms Inc Class A
-0.45%
-$35,863.45 
PEP PepsiCo, Inc.
-0.44%
-$9,377.07 
ORLY O'Reilly Automotive Inc.
-0.43%
-$2,283.45 
MCK McKesson Corporation
-0.41%
-$7,429.5 
BANX ArrowMark Financial Corp.
-0.41%
-$1,064.4 
PPL PPL Corporation
-0.38%
-$1,178.14 
NWE NorthWestern Energy Group, Inc.
-0.37%
-$2,126.28 
AON Aon plc
-0.37%
-$14,553.36 
CDNS Cadence Design Systems, Inc.
-0.36%
-$2,599.3 
WU Western Union Co.
-0.34%
-$512.7 
WPC W. P. Carey Inc.
-0.33%
-$1,401.75 
NEE NextEra Energy, Inc.
-0.33%
-$2,644.32 
WELL Welltower Inc.
-0.32%
-$1,224.76 
CI The Cigna Group
-0.31%
-$1,787.1 
BDX Becton, Dickinson and Company
-0.28%
-$1,087.73 
FNV Franco-Nevada Corporation
-0.27%
-$570.08 
GWW W.W. Grainger, Inc.
-0.26%
-$4,485.47 
RF-PF Regions Financial Corporation
-0.24%
-$512.94 
OZ Belpointe PREP LLC
-0.21%
-$455.8 
HDV iShares Core High Dividend ETF
-0.2%
-$12,933.25 
ACGL Arch Capital Group Ltd
-0.2%
-$2,811.6 
DTE DTE Energy Company
-0.18%
-$476.75 
DNP DNP Select Income Fund Inc.
-0.14%
-$752.43 
FSS Federal Signal Corp.
-0.13%
-$859.6 
AEP American Electric Power Company, Inc.
-0.1%
-$1,637.74 
SILA Sila Realty Trust Inc.
-0.1%
-$373.26 
UGI UGI Corporation
-0.09%
-$208.44 
ABBV AbbVie Inc.
-0.08%
-$3,611.14 
WMT Walmart Inc.
-0.07%
-$4,800.87 
JNJ Johnson & Johnson
-0.05%
-$3,472.38 
NI NiSource Inc.
-0.04%
-$84.42 
VZ Verizon Communications Inc.
-0.04%
-$962.92 
JULH Innovation Premium Inc. 2020 Barrier - July
-0.04%
-$128.86 
KMB Kimberly-Clark Corporation
-0.04%
-$121.2 
BXSL Blackstone Secured Lending Fund
-0.02%
-$59.45 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$401.9 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7082 | Longs Won 3734/7082 52% | Profit Factor 5.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $195,008.27 |
| Average Win $75,746.36 | Best Trade (Jun 10) $4.6M | Sharpe Ratio -6.56 |
| Average Loss -$14,994.86 | Worst Trade (Jun 30) -$5.38M | Z-Score -9.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 3d | Expectancy $32,848.65 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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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