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:
87.63%
Gain -0.09%
Monthly
1.18%
Yearly
15.08%
Drawdown
22.87%
$1.03B
Equity
Holdings
$1.03B
Investment
$859.18M
$230.48M
Profit -$2.92M
Realized
$58.71M
Unrealized
$171.78M
Dividends
$37.78M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$2.92M
Win %
69%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$2.91M
Win %
69%
This Month
Compared to last month
Gain
-1.1%
Profit
-$11.51M
Win %
69%
This Year
Compared to last year
Gain
-1.11%
Profit
-$11.58M
Win %
70%
GLXY Galaxy Digital Inc. Class A Common Stock
+9.85%
+$46,206.55 
ONDS Ondas Holdings Inc.
+6.13%
+$4,306.4 
RBLX Roblox Corporation
+5.86%
+$19,979.82 
SNDK SanDisk Corporation
+5.29%
+$44,930.82 
NODE VanEck Onchain Economy ETF
+5.03%
+$10,136.88 
PURR Hyperliquid Strategies Inc.
+4.89%
+$14,553.74 
NBIS Nebius Group N.V.
+4.72%
+$20,928.74 
MRVL Marvell Technology, Inc.
+4.71%
+$70,871.28 
MU Micron Technology, Inc.
+4.61%
+$291,373.13 
WDC Western Digital Corporation
+4.15%
+$28,798.46 
GNK Genco Shipping & Trading Limited
+4.04%
+$13,314.6 
INTC Intel Corporation
+3.83%
+$76,742.12 
SLDE Slide Insurance Holdings, Inc.
+3.66%
+$11,481.81 
TEAM Atlassian Corporation Class A
+3.59%
+$8,515.7 
BSOL Bitwise Solana Staking Exchange Traded Product
+3.37%
+$8,625 
GLNK Grayscale Chainlink Trust
+3.21%
+$19,214.31 
VSOL VanEck Solana ETF
+3.16%
+$3,499.17 
AMD Advanced Micro Devices, Inc.
+3.12%
+$210,379.21 
ADUR Aduro Clean Technologies Inc.
+3.01%
+$3,960 
ELV Elevance Health, Inc.
+2.98%
+$30,538.1 
DINO HF Sinclair Corporation
+2.98%
+$11,726.33 
AVGO Broadcom Inc.
+2.84%
+$334,359.41 
SHOP Shopify Inc.
+2.65%
+$11,928.96 
STX Seagate Technology Holdings plc
+2.45%
+$46,198.7 
PLTR Palantir Technologies Inc.
+2.36%
+$83,778.24 
ISRG Intuitive Surgical, Inc.
+2.29%
+$59,076.2 
OKTA Okta Inc.
+2.29%
+$22,559.49 
MSFT Microsoft Corp.
+2.11%
+$362,129 
HODL VanEck Bitcoin ETF
+2.1%
+$20,277.94 
CRM Salesforce Inc
+2.07%
+$5,249.82 
CF CF Industries Holdings, Inc.
+2.06%
+$7,450.07 
VLO Valero Energy Corporation
+2%
+$13,441.5 
IBIT iShares Bitcoin Trust
+1.97%
+$7,035.6 
TWLO Twilio Inc.
+1.93%
+$6,527.64 
MPC Marathon Petroleum Corporation
+1.92%
+$15,331.51 
GOOG Alphabet Inc
+1.8%
+$90,448.8 
PAYC Paycom Software, Inc.
+1.77%
+$13,216.87 
NOC Northrop Grumman Corporation
+1.77%
+$4,474.12 
PSX Phillips 66
+1.76%
+$11,986.52 
HAL Halliburton Company
+1.73%
+$4,436.53 
LYB LyondellBasell Industries N.V.
+1.72%
+$5,299.92 
TXT Textron Inc.
+1.67%
+$3,843 
GOOGL Alphabet Inc
+1.66%
+$224,426.88 
EPD Enterprise Products Partners L.P.
+1.63%
+$3,901.25 
AIQ Global X Artificial Intelligence & Technology ETF
+1.6%
+$24,417.44 
RTX RTX Corporation
+1.59%
+$37,049.32 
LMB Limbach Holdings Inc.
+1.58%
+$3,450 
P Everpure Inc.
+1.58%
+$4,623.09 
NOW ServiceNow, Inc.
+1.57%
+$7,479.54 
COP ConocoPhillips
+1.55%
+$47,730.7 
SOXX iShares Semiconductor ETF
+1.55%
+$17,091 
CVX Chevron Corporation
+1.55%
+$73,941.3 
UAL United Airlines Holdings, Inc.
+1.45%
+$2,844.01 
MTZ MasTec, Inc. Common Stock
+1.4%
+$3,834.6 
CAG Conagra Brands Inc.
+1.4%
+$11,769.6 
CRWD CrowdStrike Holdings, Inc.
+1.4%
+$22,169.7 
EWY iShares MSCI South Korea ETF
+1.39%
+$2,557.17 
YOU Clear Secure Inc.
+1.36%
+$16,114.73 
IBM International Business Machines Corporation
+1.36%
+$27,490.92 
VRT Vertiv Holdings Co
+1.34%
+$10,638.96 
AMZN Amazon.com Inc
+1.33%
+$211,718.1 
KMI Kinder Morgan, Inc.
+1.32%
+$16,689.33 
ANET Arista Networks, Inc.
+1.31%
+$33,058.87 
QLD ProShares Ultra QQQ
+1.3%
+$4,883.2 
ABT Abbott Laboratories
+1.3%
+$10,533.71 
OVV Ovintiv Inc.
+1.3%
+$4,314 
OMC Omnicom Group Inc.
+1.3%
+$2,625.62 
FTNT Fortinet Inc.
+1.26%
+$23,020.2 
BG Bunge Global S.A.
+1.23%
+$2,713.62 
TXN Texas Instruments Inc
+1.23%
+$22,847.3 
RPG Invesco S&P 500 Pure Growth ETF
+1.13%
+$10,584.96 
IGM iShares Expanded Tech Sector ETF
+1.13%
+$19,143.99 
ULTA Ulta Beauty Inc.
+1.12%
+$4,117.96 
XLE Energy Select Sector SPDR Fund
+1.12%
+$4,564.02 
SMH VanEck Semiconductor ETF
+1.1%
+$49,013.5 
WRB W.R. Berkley Corporation
+1.05%
+$2,733 
TMUS T-Mobile US, Inc.
+1.04%
+$8,948.52 
DVN Devon Energy Corporation
+1.04%
+$7,205.84 
GD General Dynamics Corporation
+1.02%
+$21,165 
V Visa Inc. Class A
+1%
+$31,073.13 
ACN Accenture plc Class A
+0.99%
+$3,341.26 
XAR SPDR S&P Aerospace & Defense ETF
+0.95%
+$14,177.62 
EEM iShares MSCI Emerging Markets ETF
+0.94%
+$4,330.41 
FDN First Trust Dow Jones Internet Index Fund
+0.92%
+$3,774.84 
GEV GE Vernova Inc.
+0.92%
+$11,205.34 
NLR VanEck Uranium and Nuclear ETF
+0.9%
+$7,314.14 
IXN iShares Global Tech ETF
+0.89%
+$16,228.54 
NOK Nokia Corporation Sponsored ADR
+0.89%
+$953.66 
IYW iShares U.S. Technology ETF
+0.88%
+$5,100.41 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.87%
+$13,900.41 
CI The Cigna Group
+0.85%
+$5,357.38 
LZ LegalZoom.com, Inc.
+0.84%
+$4,560.79 
PGR Progressive Corporation
+0.81%
+$10,904.88 
CEG Constellation Energy Corporation
+0.8%
+$3,866.28 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$100,735.69 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$17,595 
NDAQ Nasdaq, Inc.
+0.75%
+$2,090.01 
QTUM Defiance Quantum ETF
+0.73%
+$13,730.08 
VGT Vanguard Information Technology ETF
+0.73%
+$10,353.75 
ROST Ross Stores, Inc.
+0.72%
+$2,760.24 
MDT Medtronic plc
+0.71%
+$4,969.57 
PAYX Paychex Inc.
+0.7%
+$1,621.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$4,161.42 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$55,162.8 
HOOD Robinhood Markets, Inc.
+0.66%
+$3,319.8 
MA Mastercard Incorporated
+0.66%
+$16,826.33 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$2,561.96 
ACGL Arch Capital Group Ltd
+0.65%
+$8,276.4 
FCX Freeport-McMoRan Inc.
+0.65%
+$2,941.2 
QQQM Invesco NASDAQ 100 ETF
+0.65%
+$4,694.64 
SWKS Skyworks Solutions Inc.
+0.65%
+$2,058.21 
SCHE Schwab Emerging Markets Equity ETF
+0.64%
+$20,043.67 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.63%
+$1,689.05 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.62%
+$2,534.03 
ZM Zoom Video Communications, Inc.
+0.6%
+$16,050.65 
META Meta Platforms Inc Class A
+0.58%
+$56,284.2 
BP BP p.l.c. Sponsored ADR
+0.57%
+$2,740.8 
OKE ONEOK, Inc.
+0.57%
+$2,393.48 
PWR Quanta Services Inc.
+0.57%
+$1,658.96 
LMT Lockheed Martin Corporation
+0.56%
+$6,919.35 
CDNS Cadence Design Systems, Inc.
+0.55%
+$4,080.44 
AVEM Avantis Emerging Markets Equity ETF
+0.55%
+$4,374.23 
ROKU Roku, Inc.
+0.55%
+$12,466.2 
BR Broadridge Financial Solutions, Inc.
+0.53%
+$1,425.6 
IWF iShares Russell 1000 Growth ETF
+0.53%
+$12,202.47 
PANW Palo Alto Networks, Inc.
+0.53%
+$9,123.03 
IWY iShares Russell Top 200 Growth ETF
+0.52%
+$10,190.54 
DFAE Dimensional Emerging Core Equity Market ETF
+0.51%
+$7,833.32 
RSSX Return Stacked U.S. Stocks & Bonds ETF
+0.51%
+$4,521.17 
T AT&T Inc.
+0.5%
+$7,866.87 
VONG Vanguard Russell 1000 Growth Fund
+0.5%
+$15,950.02 
TRUT VanEck Technology TruSector ETF
+0.5%
+$7,852.65 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.49%
+$3,788.62 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$996.87 
ETN Eaton Corporation plc
+0.42%
+$3,512.9 
NVDA NVIDIA Corporation
+0.42%
+$210,613.85 
UBER Uber Technologies, Inc.
+0.4%
+$2,253.3 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.4%
+$17,546.23 
PSFF Pacer Swan SOS Fund of Funds
+0.39%
+$827.82 
VUG Vanguard Growth ETF
+0.39%
+$12,265.11 
LHX L3Harris Technologies, Inc.
+0.38%
+$3,494.62 
ON ON Semiconductor Corporation
+0.36%
+$785.92 
SCHW Charles Schwab Corporation
+0.34%
+$2,095.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.34%
+$14,545.7 
SPEM SPDR Portfolio Emerging Markets ETF
+0.34%
+$1,208.02 
MGK Vanguard Mega Cap Growth ETF
+0.33%
+$15,700.08 
BUFQ FT Nasdaq Buffer ETF July.
+0.32%
+$1,275.75 
EWJ iShares MSCI Japan ETF
+0.32%
+$1,235.69 
RSBT RTRN Stock Bonds & Managed Futures Fund
+0.32%
+$809.34 
XT iShares Future Exponential Technologies ETF
+0.31%
+$1,426 
HIG The Hartford Insurance Group, Inc.
+0.31%
+$7,232.74 
CB Chubb Limited
+0.31%
+$767.1 
RRC Range Resources Corporation
+0.3%
+$16,970.25 
TJX The TJX Companies, Inc.
+0.29%
+$3,544.2 
CMCSA Comcast Corp
+0.27%
+$1,351.35 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+0.27%
+$572.27 
CLM Cornerstone Strategic Investment Fund, Inc.
+0.27%
+$283.26 
HFGM Unlimited HFGM Global Macro ETF
+0.27%
+$4,723.66 
DUK Duke Energy Corporation
+0.26%
+$1,904.76 
MAA Mid-America Apartment Communities, Inc.
+0.26%
+$649.74 
FTCE First Trust New Constructs Core Earnings Leaders ETF
+0.25%
+$4,940.27 
SPGI S&P Global Inc.
+0.25%
+$555.52 
CNR Core Natural Resources, Inc.
+0.22%
+$1,400.45 
CPAI Counterpoint Quantitative Equity ETF
+0.22%
+$3,752.21 
SYK Stryker Corporation
+0.22%
+$1,785.03 
NEM Newmont Corporation
+0.2%
+$681.33 
MMM 3M Company
+0.2%
+$2,497.32 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.19%
+$553.25 
NJUL Innovator Growth 100 Power Buffer ETF
+0.18%
+$732.96 
MSMR M/S Managed Risk ETF
+0.17%
+$17,618.16 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.17%
+$393.74 
UJAN Innovator U.S. Equity Ultra Fund
+0.17%
+$1,933.67 
MGC Vanguard Mega Cap ETF
+0.17%
+$982.35 
UAUG Innovator U.S. Equity Ultra Fund
+0.17%
+$560.91 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.16%
+$352.24 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.16%
+$504.02 
WELL Welltower Inc.
+0.16%
+$705.41 
RHI Robert Half Inc.
+0.16%
+$429.98 
OMF OneMain Holdings Inc.
+0.15%
+$369.36 
DG Dollar General Corporation
+0.14%
+$901 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.13%
+$1,058.58 
CLSE Convergence Long/Short Equity Fund
+0.13%
+$5,731.92 
JULH Innovation Premium Inc. 2020 Barrier - July
+0.13%
+$387.76 
KOPN Kopin Corporation
+0.13%
+$143.43 
CNC Centene Corporation
+0.13%
+$269.11 
ADI Analog Devices, Inc.
+0.12%
+$1,287.69 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$1,471.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.12%
+$388.92 
IVV iShares Core S&P 500 ETF
+0.11%
+$2,047.58 
VOO Vanguard S&P 500 ETF
+0.11%
+$4,146.4 
DFUS Dimensional U.S. Equity Market ETF
+0.1%
+$2,847.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$3,600.12 
RAAX VanEck Real Assets ETF
+0.1%
+$3,288.04 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$29,443.29 
BFEB Innovator U.S. Equity Buffer ETF
+0.1%
+$307.8 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.1%
+$214.46 
MO Altria Group, Inc.
+0.09%
+$3,976.56 
HLT Hilton Worldwide Holdings Inc.
+0.09%
+$1,263 
GPIX S&P 500 Core Premium Income Fund
+0.09%
+$282.5 
L Loews Corporation
+0.09%
+$1,084.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.09%
+$2,261.14 
UAPR Innovator U.S. Equity Ultra ETF
+0.09%
+$184.22 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$680.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.08%
+$202.11 
USEP Innovator U.S. Equity Ultra ETF
+0.08%
+$156.62 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$490.5 
C Citigroup Inc.
+0.07%
+$1,430.64 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.07%
+$217.11 
QCOM QUALCOMM Incorporated
+0.06%
+$929.61 
AVGE FRCL 3 2022Q3 Hb Float
+0.06%
+$265.5 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$219 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.05%
+$144.81 
HAPI Harbor Human Capital Factor US Large Cap ETF
+0.05%
+$106.21 
SCHB Schwab U.S. Broad Market ETF
+0.05%
+$243.37 
AJG Arthur J. Gallagher & Co.
+0.05%
+$480.74 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$140.46 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
+0.04%
+$116.92 
AVUS Avantis U.S. Equity ETF
+0.04%
+$475.92 
VONE Vanguard Russell 1000 ETF
+0.03%
+$277.83 
JBBB Janus Henderson B-BBB CLO ETF
+0.02%
+$108.94 
TGT Target Corporation
+0.02%
+$138.39 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$450.09 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.01%
+$54.88 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$28.62 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.01%
+$112.95 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.01%
+$25.97 
DFAU Dimensional US Core Equity Market ETF
+0.01%
+$564.22 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$49.62 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$95.62 
ARP PMV Adaptive Risk Parity ETF
+0.01%
+$144.24 
COWZ Pacer US Cash Cows 100 ETF
+0.01%
+$35.34 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$549.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$451.79 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$13.06 
AMAT Applied Materials, Inc.
0%
+$196.44 
IVSS Applied Finance IVS US SMID ETF
0%
+$28.57 
BRK-B Berkshire Hathaway Inc.
0%
+$82.94 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
0%
$0 
APOC
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$10.73 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
JAJL Innovator EDP ETF - 6M January/July
0%
$0 
SCYB Schwab High Yield Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BE Bloom Energy Corporation
-6.08%
-$23,372.17 
SLS Sellas Life Sciences Group Inc.
-5.57%
-$34,884.57 
HONA Honeywell Aerospace Inc.
-5.28%
-$18,969.33 
MYO Myomo Inc.
-4.58%
-$918.72 
UPS United Parcel Service, Inc.
-3.64%
-$25,680.01 
ORCL Oracle Corporation
-2.97%
-$73,711.04 
TFC Truist Financial Corporation
-2.9%
-$32,968.8 
TWST Twist Bioscience Corporation
-2.85%
-$5,961.68 
PMVP PMV Pharmaceuticals, Inc.
-2.74%
-$1,835 
AAPL Apple Inc.
-2.7%
-$1.2M 
BX Blackstone Inc.
-2.57%
-$47,648.16 
NUE Nucor Corporation
-2.54%
-$14,556.2 
DELL Dell Technologies Inc.
-2.49%
-$134,086.14 
PHM PulteGroup Inc.
-2.45%
-$11,775.99 
TSLA Tesla, Inc.
-2.4%
-$255,749.28 
DOUG Douglas Elliman Inc.
-2.39%
-$450 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.32%
-$34,646.89 
STLD Steel Dynamics Inc.
-2.32%
-$12,377.82 
TD The Toronto-Dominion Bank
-2.31%
-$7,371.61 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.28%
-$6,021.02 
GE General Electric Company
-2.26%
-$69,605.58 
EMR Emerson Electric Co.
-2.21%
-$11,753.28 
PEP PepsiCo, Inc.
-2.14%
-$83,925.24 
MLM Martin Marietta Materials, Inc.
-2.13%
-$23,148.06 
OBDC Blue Owl Capital Corporation
-2.05%
-$5,755.05 
GPZ VanEck Alternative Asset Manager ETF
-2.05%
-$22,380.46 
GBDC Golub Capital BDC, Inc.
-2.03%
-$16,278.95 
LOW Lowe's Companies Inc.
-1.99%
-$14,056.05 
MS Morgan Stanley
-1.98%
-$29,002.08 
FDX FedEx Corporation
-1.98%
-$20,752.44 
DE Deere & Company
-1.96%
-$19,319.31 
BA Boeing Company
-1.96%
-$10,311 
SQ Block, Inc.
-1.94%
-$54,137.12 
BXSL Blackstone Secured Lending Fund
-1.93%
-$5,469.86 
AZN AstraZeneca PLC American Depositary Shares
-1.92%
-$14,430 
HD The Home Depot, Inc.
-1.91%
-$86,420.72 
PLD Prologis Inc.
-1.88%
-$33,549.17 
ITW Illinois Tool Works Inc.
-1.87%
-$12,782.3 
MRK Merck & Co., Inc.
-1.85%
-$69,748.58 
AWK American Water Works Company, Inc.
-1.81%
-$5,416.95 
MNST Monster Beverage Corporation
-1.77%
-$6,670.88 
WU Western Union Co.
-1.75%
-$4,855.99 
ORLY O'Reilly Automotive Inc.
-1.73%
-$8,268.01 
CL Colgate-Palmolive Company
-1.73%
-$4,809.48 
MDLZ Mondelez International, Inc.
-1.72%
-$4,291.35 
WMT Walmart Inc.
-1.68%
-$113,116.8 
NFLX Netflix, Inc.
-1.65%
-$31,302.12 
CAT Caterpillar Inc.
-1.64%
-$110,726.44 
FNF Fidelity National Financial, Inc.
-1.63%
-$8,255.65 
FWRG First Watch Restaurant Group, Inc.
-1.61%
-$11,662.4 
KLAC KLA Corporation
-1.6%
-$11,808.2 
RF Regions Financial Corporation
-1.6%
-$4,702.56 
LRCX Lam Research Corporation
-1.58%
-$77,485.12 
F Ford Motor Company
-1.58%
-$10,710.45 
Z Zillow Group Inc.
-1.58%
-$19,421.68 
RKLB Rocket Lab Corporation
-1.53%
-$7,284.33 
FERG Ferguson Enterprises Inc
-1.52%
-$12,189.09 
RBC RBC Bearings Incorporated
-1.52%
-$7,023.62 
LEN Lennar Corporation
-1.51%
-$17,350.74 
RIO Rio Tinto Plc Sponsored ADR
-1.51%
-$4,643.04 
LBTYA Liberty Global Plc
-1.49%
-$8,157.65 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$39,526.34 
FITB Fifth Third Bancorp
-1.47%
-$23,377.55 
CSX CSX Corporation
-1.46%
-$25,633.6 
GNL Global Net Lease, Inc.
-1.46%
-$1,443.15 
SHW The Sherwin-Williams Company
-1.44%
-$3,324.7 
CTAS Cintas Corporation
-1.44%
-$7,785.12 
GUT The Gabelli Utility Trust
-1.39%
-$3,711.51 
NI NiSource Inc.
-1.39%
-$4,312.32 
ED Consolidated Edison, Inc.
-1.39%
-$2,876.64 
SBUX Starbucks Corporation
-1.37%
-$4,879.25 
PPL PPL Corporation
-1.35%
-$4,554.15 
UNP Union Pacific Corporation
-1.33%
-$5,169.71 
LLY Eli Lilly and Company
-1.32%
-$87,117.52 
CMS CMS Energy Corporation
-1.32%
-$5,874.32 
DTE DTE Energy Company
-1.31%
-$3,375.6 
PNW Pinnacle West Capital Corporation
-1.29%
-$6,962.86 
FSS Federal Signal Corp.
-1.26%
-$8,867.04 
CCI Crown Castle Inc.
-1.26%
-$6,132.19 
BDX Becton, Dickinson and Company
-1.25%
-$6,011.28 
PEG Public Service Enterprise Group Incorporated
-1.25%
-$8,907.91 
OHI Omega Healthcare Investors Inc.
-1.23%
-$2,704.16 
JNJ Johnson & Johnson
-1.21%
-$99,082.8 
BLK BlackRock, Inc.
-1.18%
-$24,400.35 
UBSI United Bankshares, Inc.
-1.16%
-$5,218.95 
DIS The Walt Disney Company
-1.15%
-$8,386.87 
NEE NextEra Energy, Inc.
-1.15%
-$9,981.72 
CFG Citizens Financial Group, Inc.
-1.12%
-$9,131.13 
AEP American Electric Power Company, Inc.
-1.12%
-$21,914.08 
IHE iShares U.S. Pharmaceuticals ETF
-1.1%
-$53,042.46 
MET MetLife Inc.
-1.09%
-$37,737.43 
SPCX Space Exploration Technologies Corp. Class A
-1.09%
-$7,850.25 
KEY KeyCorp
-1.04%
-$4,449.69 
CGW Invesco S&P Global Water Index ETF
-1.01%
-$2,167.9 
DOC Healthpeak Properties, Inc.
-1%
-$3,516.97 
WFC Wells Fargo & Company
-0.99%
-$12,860.08 
IBRX ImmunityBio, Inc.
-0.98%
-$5,298.23 
WPC W. P. Carey Inc.
-0.97%
-$5,247.34 
BAC Bank of America Corporation
-0.97%
-$32,193.67 
ETR Entergy Corporation
-0.96%
-$3,634.06 
EWC iShares MSCI Canada ETF
-0.95%
-$2,063.95 
STLA Stellantis N.V.
-0.95%
-$1,086.47 
GS The Goldman Sachs Group, Inc.
-0.91%
-$20,900.23 
NCDL Nuveen Churchill Direct Lending Corp.
-0.91%
-$5,044.13 
BALL Ball Corp.
-0.89%
-$5,406.8 
LBTYK Liberty Global plc
-0.89%
-$2,858.67 
GLPI Gaming and Leisure Properties, Inc.
-0.88%
-$2,662.7 
LH Labcorp Holdings Inc.
-0.87%
-$4,149.6 
ES Eversource Energy
-0.86%
-$9,431.68 
RSG Republic Services, Inc.
-0.85%
-$17,905.6 
PH Parker-Hannifin Corporation
-0.85%
-$22,116.64 
PG Procter & Gamble Co
-0.84%
-$238,245.04 
YUM Yum! Brands, Inc.
-0.83%
-$5,541.44 
LAMR Lamar Advertising Company
-0.83%
-$7,457.4 
PRU Prudential Financial, Inc.
-0.82%
-$11,739.98 
RCL Royal Caribbean Group
-0.8%
-$8,208 
AON Aon plc
-0.78%
-$33,102.72 
UNH UnitedHealth Group Incorporated
-0.76%
-$17,925.28 
PFE Pfizer Inc.
-0.76%
-$11,326.66 
THO Thor Industries Inc.
-0.76%
-$8,935.48 
CAH Cardinal Health Inc.
-0.75%
-$12,722.84 
SYY Sysco Corporation
-0.75%
-$1,549.4 
SO The Southern Company
-0.74%
-$16,826.29 
VPU Vanguard Utilities ETF
-0.74%
-$1,635.6 
MCK McKesson Corporation
-0.74%
-$11,768.64 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.73%
-$13,832.7 
MX Magnachip Semiconductor Corporation
-0.73%
-$375 
MRSH Marsh & McLennan Companies, Inc.
-0.72%
-$11,488.7 
CGNX Cognex Corporation
-0.71%
-$1,385.02 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.71%
-$13,409.55 
VNQ Vanguard Real Estate ETF
-0.69%
-$2,027.32 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,412.69 
ASML ASML Holding N.V. New York Registry Shares
-0.68%
-$4,158.6 
BBY Best Buy Co., Inc.
-0.68%
-$2,176.74 
WTFC Wintrust Financial Corporation
-0.66%
-$3,305.88 
XLI Industrial Select Sector SPDR Fund
-0.64%
-$1,748 
GM General Motors Company
-0.63%
-$6,447.84 
OZ Belpointe PREP LLC
-0.62%
-$1,275.96 
FDVV Fidelity High Dividend ETF
-0.61%
-$3,704.62 
VHT Vanguard Health Care ETF
-0.6%
-$3,149.95 
DVY iShares Select Dividend ETF
-0.6%
-$1,267.79 
BANX ArrowMark Financial Corp.
-0.6%
-$1,366.56 
ROK Rockwell Automation, Inc.
-0.59%
-$1,454.94 
AVES Avantis Emerging Markets Value ETF
-0.59%
-$7,552.81 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.58%
-$1,278.04 
COR Cencora, Inc.
-0.57%
-$7,202.09 
DFAT Dimensional US Targeted Value ETF
-0.57%
-$3,567.2 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.56%
-$1,006.4 
DFIV Dimensional International Value ETF
-0.56%
-$1,175.83 
AHR American Healthcare REIT, Inc.
-0.54%
-$3,115.81 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.54%
-$4,100.31 
COST Costco Wholesale Corporation
-0.52%
-$17,383.32 
TRV The Travelers Companies, Inc.
-0.51%
-$2,147.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$1,767 
MCO Moody's Corporation
-0.51%
-$3,823.23 
JPM JPMorgan Chase & Co.
-0.5%
-$66,608.72 
MCD McDonald's Corporation
-0.5%
-$12,427.51 
ABBV AbbVie Inc.
-0.49%
-$26,318.88 
XEL Xcel Energy Inc.
-0.49%
-$6,230.25 
CMI Cummins Inc.
-0.49%
-$5,914.8 
DISV Dimensional International Small Cap Equity Fund
-0.49%
-$2,390 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.48%
-$3,293.55 
HWM Howmet Aerospace Inc.
-0.48%
-$13,489.08 
AXP American Express Company
-0.48%
-$10,297.64 
SDY SPDR S&P Dividend ETF
-0.48%
-$1,314.75 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.48%
-$2,717.84 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.47%
-$5,922.19 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.47%
-$4,861.08 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$3,407.04 
DGRO iShares Core Dividend Growth ETF
-0.47%
-$1,285.2 
AVDE Avantis International Equity ETF
-0.46%
-$21,824.71 
DHR Danaher Corporation
-0.46%
-$2,280.36 
DFAI Dimensional International Core Equity Market ETF
-0.45%
-$12,163.57 
EFA iShares MSCI EAFE ETF
-0.45%
-$1,626.1 
CHD Church & Dwight Co., Inc.
-0.44%
-$4,460.06 
GILD Gilead Sciences Inc.
-0.44%
-$6,113.62 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$3,725.66 
GL Globe Life Inc.
-0.44%
-$1,213.13 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.43%
-$11,620.6 
VYMI Vanguard International High Dividend Yield Index Fund
-0.43%
-$2,208.91 
PFM Invesco Dividend Achievers ETF
-0.42%
-$1,400.2 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.42%
-$6,323.23 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$55,627.2 
FE FirstEnergy Corp.
-0.41%
-$1,374.6 
ABNB Airbnb, Inc.
-0.39%
-$2,902.6 
CSCO Cisco Systems, Inc.
-0.39%
-$15,959.68 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$11,045.37 
TROW T. Rowe Price Group, Inc.
-0.39%
-$1,963.78 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$1,015.15 
GWX SPDR S&P International Small Cap ETF
-0.37%
-$1,149.44 
BMY Bristol-Myers Squibb Company
-0.37%
-$1,858.28 
IEF iShares 7-10 Year Treasury Bond ETF
-0.37%
-$16,147.73 
MAR Marriott International Inc. - Class A
-0.37%
-$5,089.32 
NWE NorthWestern Energy Group, Inc.
-0.36%
-$2,148.54 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$6,192.62 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$2,016.63 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.35%
-$37,664.43 
SLB Schlumberger Limited
-0.35%
-$762.3 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.35%
-$1,140.12 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.34%
-$3,482.56 
MDY SPDR S&P MidCap 400 ETF Trust
-0.34%
-$1,153.49 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$22,521.85 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$3,329.48 
IWN iShares Russell 2000 Value ETF
-0.33%
-$2,234.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$1,719.54 
IJUL Innovator International Developed Power Buffer ETF
-0.32%
-$672.17 
DNP DNP Select Income Fund Inc.
-0.32%
-$2,049.22 
INOV Innovator International Developed Power Buffer ETF – November
-0.32%
-$676.39 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
-0.32%
-$6,234.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$1,104.37 
GSY Invesco Ultra Short Duration ETF
-0.31%
-$2,274.16 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$5,388.42 
DUHP Dimensional US High Profitability ETF
-0.3%
-$7,919.37 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.3%
-$702.74 
LIN Linde plc
-0.3%
-$3,560.31 
GOVT iShares U.S. Treasury Bond ETF
-0.3%
-$1,310.44 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$5,846.71 
WM Waste Management, Inc.
-0.29%
-$1,692.7 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.29%
-$2,932.59 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.29%
-$13,008.6 
FTCB First Trust Core Investment Grade ETF
-0.29%
-$6,152.04 
IWD iShares Russell 1000 Value ETF
-0.29%
-$3,374.09 
TBLL Invesco Short Term Treasury ETF
-0.29%
-$1,497.55 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$15,503.16 
ORR Militia Long/Short Equity ETF
-0.28%
-$5,075.88 
VONV Vanguard Russell 1000 Value Index Fund
-0.28%
-$5,476.77 
XLF Financial Select Sector SPDR Fund
-0.28%
-$1,198.92 
EG Everest Group, Ltd.
-0.27%
-$2,674.88 
EIX Edison International
-0.27%
-$1,635.27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$29,798.97 
DFGP Dimensional Global Core Fixed Income Fund
-0.27%
-$3,181.59 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$993.74 
ADM Archer-Daniels-Midland Co
-0.26%
-$886.95 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.26%
-$788.64 
HUBB Hubbell Inc.
-0.26%
-$1,348.75 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$776.79 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$2,288.61 
KO The Coca-Cola Company
-0.25%
-$5,417.12 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.25%
-$6,627.98 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$6,729.84 
GCOW Pacer Global Cash Cows Dividend ETF
-0.24%
-$927.41 
VSLU Applied Finance Valuation Large Cap ETF
-0.24%
-$4,010.39 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$980.7 
AMGN Amgen Inc.
-0.24%
-$4,017.2 
AVUV Avantis U.S. Small Cap Value ETF
-0.24%
-$1,427.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.24%
-$8,041.6 
RWL Invesco S&P 500 Revenue ETF
-0.23%
-$1,599.72 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$3,506.12 
HSY The Hershey Company
-0.23%
-$1,211.73 
ARW Arrow Electronics Inc.
-0.23%
-$1,882.82 
GDX VanEck Gold Miners ETF
-0.22%
-$443.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.22%
-$543.4 
EYLD Cambria Emerging Shareholder Yield Fund
-0.22%
-$1,015.2 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.22%
-$2,379.2 
DFMC DFA U.S. Micro Cap Portfolio ETF
-0.22%
-$480.09 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$427.7 
BNY BlackRock New York Municipal Income Trust
-0.21%
-$6,267.69 
VTV Vanguard Value ETF
-0.21%
-$1,575.45 
UNM Unum Group
-0.2%
-$1,203.48 
MGV Vanguard Mega Cap Value ETF
-0.2%
-$1,684.8 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.19%
-$561.12 
USB U.S. Bancorp
-0.19%
-$2,454.6 
HYTR Counterpoint High Yield ETF
-0.19%
-$2,539.42 
NTSX WisdomTree U.S. Efficient Core Fund
-0.19%
-$1,534.5 
VB Vanguard Small-Cap ETF
-0.19%
-$518.64 
BNDX Vanguard Total International Bond ETF
-0.18%
-$844.9 
DFSI Dimensional International Sustainability Core 1 ETF
-0.18%
-$550 
VZ Verizon Communications Inc.
-0.17%
-$4,199.09 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$6,733.76 
AVDV Avantis International Small Cap Value ETF
-0.17%
-$6,081.24 
UGI UGI Corporation
-0.16%
-$388.86 
VXF Vanguard Extended Market ETF
-0.16%
-$929.62 
VTWO Vanguard Russell 2000 ETF
-0.16%
-$629.55 
PM Philip Morris International Inc.
-0.15%
-$4,827.97 
EME EMCOR Group, Inc.
-0.15%
-$2,583.9 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$1,044.88 
IWM iShares Russell 2000 ETF
-0.14%
-$7,319.42 
COF Capital One Financial Corporation
-0.14%
-$561.4 
PVAL Putnam Focused Large Cap Value ETF
-0.14%
-$1,184.47 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.13%
-$2,203.4 
PHYS Sprott Physical Gold Trust
-0.13%
-$343.8 
MUB iShares National Muni Bond ETF
-0.12%
-$438.1 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.12%
-$290.55 
PSQO Palmer Square Credit Opportunities ETF
-0.12%
-$1,925.97 
IWR iShares Russell Mid-Cap ETF
-0.12%
-$471.38 
OUNZ VanEck Merk Gold Trust
-0.12%
-$3,121.02 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$3,128.57 
GLD SPDR Gold Shares
-0.11%
-$3,039.54 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$368.55 
OMCL Omnicell Inc.
-0.11%
-$1,116.65 
AIZ Assurant Inc.
-0.11%
-$1,646.1 
GLDM SPDR Gold MiniShares Trust
-0.11%
-$225.59 
CVS CVS Health Corporation
-0.1%
-$533.5 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$263.77 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$2,202.15 
VGSH Vanguard Short-Term Treasury Fund
-0.1%
-$2,673.55 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.09%
-$211.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$213.03 
DSMC Distillate Small/Mid Cash Flow ETF
-0.09%
-$362.08 
HYLS FT Tactical High Yield ETF
-0.09%
-$311.05 
ADP Automatic Data Processing Inc.
-0.08%
-$466.33 
DAL Delta Air Lines, Inc.
-0.08%
-$1,029 
APLU Allspring Core Plus ETF
-0.08%
-$1,840.84 
JPIE JPMorgan Income ETF
-0.08%
-$1,071.84 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.07%
-$350.6 
IGLD FT Vest Gold Strategy Target Fund
-0.07%
-$166.35 
GLW Corning Incorporated
-0.07%
-$725.89 
IXUS iShares Core International Stock ETF
-0.07%
-$141.18 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.06%
-$255.99 
KMB Kimberly-Clark Corporation
-0.06%
-$165.9 
APH Amphenol Corporation
-0.05%
-$681.87 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$120.87 
VO Vanguard Mid-Cap ETF
-0.04%
-$119.26 
CAIE Calamos Autocallable Income ETF
-0.04%
-$154.65 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$147.22 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.03%
-$388.19 
MGA Magna International Inc.
-0.03%
-$362.12 
PFXF VanEck Preferred Securities ex Financials ETF
-0.03%
-$137.57 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.03%
-$131.22 
ACWI iShares MSCI ACWI ETF
-0.03%
-$174.32 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.03%
-$66.92 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.03%
-$243.68 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$124.06 
HYBL SPDR Blackstone High Income Fund
-0.02%
-$44.52 
IWO iShares Russell 2000 Growth ETF
-0.01%
-$90.15 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$68.77 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$610.92 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$26.5 
CLIP Global X 1-3 Month T-Bill ETF
-0.01%
-$1,064.47 
VRTX Vertex Pharmaceuticals Incorporated
-0.01%
-$33.9 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$1,496.53 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7636 | Longs Won 4036/7636 52% | Profit Factor 4.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $194,292.54 |
| Average Win $72,375.54 | Best Trade (Jul 22) $5.33M | Sharpe Ratio -11.91 |
| Average Loss -$17,117.94 | Worst Trade (Jun 30) -$5.38M | Z-Score -8.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w | Expectancy $30,183.75 |
| 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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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Accurate Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $7.3M, Broadcom Inc - $3.75M, Communication Services Select Sector SPDR Fund - $2.61M, SPDR Gold Shares - $2.49M, and State Street Technology Select Sector SPDR ETF - $2.2M. 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: Amazon.com Inc - $1.43M, Energy Select Sector SPDR Fund - $1.38M, Tesla, Inc - $948,556.25, Fiverr International Ltd - $755,767.36, and Avery Dennison Corporation - $596,357.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Accurate Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.78M earned over time. The largest contributors to dividend income include Global X 1-3 Month T-Bill ETF - $2.12M, Exxon Mobil Corporation - $1.08M, Altria Group, Inc - $939,269.28, WisdomTree Bloomberg U.S. Dollar Bullish Fund - $895,696.8, and iShares Core U.S. Aggregate Bond ETF - $733,252.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Accurate Wealth Management LLC's monthly returns?
Accurate Wealth Management LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Accurate Wealth Management LLC's strategy be considered aggressive or moderate?
Accurate Wealth Management LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Accurate Wealth Management LLC's strategy?
Accurate Wealth Management LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
