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:
120.02%
Gain +1.31%
Monthly
1.21%
Yearly
15.49%
Drawdown
22.78%
$1.15B
Equity
Holdings
$1.15B
Investment
$955.54M
$258.9M
Profit +$7.49M
Realized
$69.25M
Unrealized
$189.66M
Dividends
$41.94M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.31%
Profit
$7.49M
Win %
69%
This Week
Compared To Last Week
Gain
0.66%
Profit
$7.49M
Win %
69%
This Month
Compared to last month
Gain
0.4%
Profit
$4.58M
Win %
69%
This Year
Compared to last year
Gain
0.32%
Profit
$3.96M
Win %
68%
RRC Range Resources Corporation
+16.02%
+$1.12M 
BE Bloom Energy Corp. Class A Common Stock
+8.37%
+$53,636.7 
P Everpure Inc. Class A Common Stock
+8.27%
+$53,366.4 
NOK Nokia Corporation Sponsored ADR
+7%
+$6,963.69 
PBF PBF Energy Inc. Class A Common Stock
+6.65%
+$13,194.33 
TSLA Tesla, Inc.
+6.25%
+$669,276.72 
GLXY Galaxy Digital Inc. Class A Common Stock
+5.59%
+$17,891.58 
ATI ATI Inc.
+5.34%
+$9,410.74 
INTC Intel Corporation
+5.03%
+$103,254.36 
GEV GE Vernova Inc.
+5.02%
+$50,356.2 
WDC Western Digital Corp.
+5.02%
+$39,628.96 
STX Seagate Technology Holdings plc
+4.99%
+$98,501.43 
CRDO Credo Technology Group Holding Ltd
+4.68%
+$7,572.12 
HWM Howmet Aerospace Inc.
+4.54%
+$89,662.95 
TWST Twist Bioscience Corporation
+4.41%
+$12,259.79 
PURR Hyperliquid Strategies Inc.
+4.33%
+$23,561.14 
ADI Analog Devices, Inc.
+4.12%
+$48,088.33 
HPE Hewlett Packard Enterprise Company
+3.99%
+$15,571.4 
LMT Lockheed Martin Corporation
+3.95%
+$67,385.04 
TQQQ ProShares UltraPro QQQ
+3.94%
+$16,612.65 
PWR Quanta Services, Inc.
+3.9%
+$9,043.92 
RKLB Rocket Lab Corporation
+3.86%
+$14,388.64 
LRCX Lam Research Corp.
+3.75%
+$157,082.08 
AMAT Applied Materials Inc.
+3.59%
+$144,945.81 
TRLV Trulieve Cannabis Corp.
+3.55%
+$4,606.5 
OKTA Okta Inc. Class A Common Stock
+3.5%
+$42,204.23 
MU Micron Technology Inc.
+3.45%
+$233,855.48 
ANET Arista Networks Inc.
+3.44%
+$39,464.15 
CSCO Cisco Systems, Inc.
+3.43%
+$151,989.65 
CDNS Cadence Design Systems, Inc.
+3.38%
+$32,849.03 
DELL Dell Technologies Inc. Class C Common Stock
+3.34%
+$131,324.8 
VRT Vertiv Holdings Co Class A Common Stock
+3.3%
+$20,865 
SOXX iShares Semiconductor ETF
+3.27%
+$34,486.2 
KLAC KLA Corporation
+3.17%
+$15,334.48 
DINO HF Sinclair Corporation
+3.08%
+$20,895 
SIMO Silicon Motion Technology Corp. ADR
+3.04%
+$5,712.09 
RTX RTX Corporation
+3.03%
+$72,498.61 
TXN Texas Instruments Inc.
+3.01%
+$54,836.86 
GLW Corning Incorporated
+2.98%
+$27,765.6 
KOPN Kopin Corporation
+2.96%
+$4,169.3 
SMH VanEck Semiconductor ETF
+2.94%
+$138,252.07 
HONA Honeywell Aerospace Inc.
+2.92%
+$7,095.65 
MS Morgan Stanley Common Stock
+2.89%
+$41,875.04 
MPC Marathon Petroleum Corp.
+2.72%
+$15,319.65 
AMD Advanced Micro Devices Inc.
+2.67%
+$221,673.12 
APH Amphenol Corp. Class A Common Stock
+2.66%
+$44,750.61 
QLD ProShares Ultra QQQ
+2.66%
+$9,936.31 
MRVL Marvell Technology Inc.
+2.65%
+$47,783.1 
EME EMCOR Group, Inc.
+2.65%
+$47,612.49 
PANW Palo Alto Networks, Inc.
+2.64%
+$53,013.8 
HUBB Hubbell Inc.
+2.6%
+$12,640.24 
XAR State Street SPDR S&P Aerospace & Defense ETF
+2.56%
+$32,583.92 
AVGO Broadcom Inc.
+2.51%
+$257,810.84 
PH Parker-Hannifin Corporation
+2.5%
+$74,164.57 
GS The Goldman Sachs Group, Inc.
+2.49%
+$25,581.47 
ARW Arrow Electronics Inc.
+2.47%
+$20,967.64 
ROST Ross Stores Inc.
+2.46%
+$11,283.05 
RCL Royal Caribbean Cruises Ltd.
+2.43%
+$25,535.96 
NBIS Nebius Group N.V. Class A Ordinary Shares
+2.41%
+$9,412.46 
SNDK Sandisk Corp.
+2.4%
+$24,209.58 
PPA Invesco Aerospace & Defense ETF
+2.39%
+$29,164.08 
NVDA NVIDIA Corporation
+2.32%
+$1.33M 
CGNX Cognex Corporation
+2.21%
+$4,548.54 
ETN Eaton Corporation plc
+2.2%
+$19,198.94 
DOUG Douglas Elliman Inc.
+2.2%
+$350 
PSX Phillips 66
+2.16%
+$21,896.87 
BNY Bank of New York Mellon Corp.
+2.16%
+$45,149.52 
CCI Crown Castle Inc.
+2.15%
+$14,418.67 
NUGT Direxion Daily Gold Miners Index Bull 2X Shares
+2.13%
+$3,872.58 
LYB LyondellBasell Industries N.V.
+2.13%
+$10,047.92 
DAL Delta Air Lines, Inc.
+2.08%
+$27,985.6 
FTNT Fortinet, Inc.
+2.08%
+$57,611.25 
MTUM iShares MSCI USA Momentum Factor ETF
+2.05%
+$3,997.61 
QTUM Defiance Quantum ETF
+2.03%
+$42,087.38 
RPG Invesco S&P 500 Pure Growth ETF
+1.99%
+$17,262 
GL Globe Life Inc.
+1.89%
+$4,500.5 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.83%
+$23,412.05 
IXN iShares Global Tech ETF
+1.77%
+$38,619.99 
PM Philip Morris International Inc.
+1.75%
+$71,845.14 
GILD Gilead Sciences Inc.
+1.68%
+$32,941.35 
ASML ASML Holding N.V. NY Registered Shares
+1.67%
+$9,428.38 
XLK State Street Technology Select Sector SPDR ETF
+1.66%
+$114,766.08 
VGT Vanguard Information Technology ETF
+1.56%
+$26,484.98 
VLO Valero Energy Corporation
+1.47%
+$18,239.76 
IGM iShares Expanded Tech Sector ETF
+1.46%
+$29,265.2 
SBUX Starbucks Corp.
+1.46%
+$5,588.94 
OHI Omega Healthcare Investors Inc.
+1.45%
+$4,524.51 
FERG Ferguson Enterprises Inc.
+1.43%
+$14,241.5 
GD General Dynamics Corp.
+1.42%
+$35,001.52 
OMF OneMain Holdings, Inc.
+1.4%
+$4,664.4 
XLI State Street Industrial Select Sector SPDR ETF
+1.4%
+$3,473 
QCOM QUALCOMM Incorporated
+1.39%
+$29,618.73 
FSS Federal Signal Corporation
+1.39%
+$9,465.53 
XT iShares Future Exponential Technologies ETF
+1.38%
+$6,502.56 
LHX L3Harris Technologies, Inc.
+1.38%
+$13,871.66 
THYP 21Shares Hyperliquid ETF
+1.35%
+$3,600 
CMI Cummins Inc.
+1.34%
+$16,119.3 
IYW iShares U.S. Technology ETF
+1.32%
+$7,738.08 
LAMR Lamar Advertising Company Class A
+1.3%
+$14,276.27 
ROK Rockwell Automation Inc.
+1.28%
+$2,735.47 
IVW iShares S&P 500 Growth ETF
+1.26%
+$7,641.96 
IWY iShares Russell Top 200 Growth ETF
+1.26%
+$28,448.62 
CRWD CrowdStrike Holdings, Inc.
+1.25%
+$7,460.72 
CAT Caterpillar Inc.
+1.24%
+$68,679.72 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+1.24%
+$5,441.64 
QQQ Invesco QQQ Trust, Series 1
+1.24%
+$218,374.5 
IWF iShares Russell 1000 Growth ETF
+1.24%
+$34,362.64 
TRUT VanEck Technology TruSector ETF
+1.22%
+$23,469.35 
QQQM Invesco NASDAQ 100 ETF
+1.21%
+$7,378.02 
NDAQ Nasdaq, Inc. Common Stock
+1.21%
+$4,289.16 
VOT Vanguard Mid-Cap Growth ETF
+1.2%
+$2,394.28 
MAR Marriott International, Inc. Class A Common Stock
+1.19%
+$10,667.12 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.19%
+$4,139.8 
AIQ Global X Artificial Intelligence & Technology ETF
+1.16%
+$21,564 
RBLX Roblox Corp. Class A Common Stock
+1.15%
+$4,463.98 
ORR Militia Long/Short Equity ETF
+1.15%
+$23,727.4 
C Citigroup Inc.
+1.14%
+$25,351.98 
MSFT Microsoft Corporation Common Stock
+1.13%
+$276,965.77 
BLK BlackRock, Inc.
+1.11%
+$29,114.53 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.1%
+$60,382.42 
ORLY O'Reilly Automotive Inc.
+1.1%
+$5,343.03 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.08%
+$3,406.41 
NLR VanEck Uranium and Nuclear ETF
+1.07%
+$8,058.76 
UGI UGI Corporation
+1.06%
+$3,801.93 
VONG Vanguard Russell 1000 Growth ETF
+1.06%
+$37,055.97 
RBC RBC Bearings Incorporated
+1.06%
+$4,789.07 
VUG Vanguard Morningstar Growth ETF
+1.05%
+$35,030.78 
MGK Vanguard Mega Cap Growth ETF
+1.05%
+$55,705.14 
NODE VanEck Onchain Economy ETF
+1.04%
+$1,965.4 
GDX VanEck Gold Miners ETF
+1.03%
+$2,056.74 
VKQ Invesco Municipal Trust
+1.02%
+$1,031.85 
NBIX Neurocrine Biosciences, Inc.
+1.02%
+$2,306.8 
ZM Zoom Communications, Inc. Class A Common Stock
+1.01%
+$29,024.34 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.99%
+$1,942.02 
CAH Cardinal Health, Inc.
+0.99%
+$20,308.26 
JPM JPMorgan Chase & Co.
+0.98%
+$137,153.67 
FAST Fastenal Co.
+0.97%
+$2,123.53 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.96%
+$25,591.58 
AVDV Avantis International Small Cap Value ETF
+0.94%
+$37,536.84 
TPR Tapestry Inc.
+0.94%
+$3,136.64 
IWO iShares Russell 2000 Growth ETF
+0.94%
+$4,949.73 
CAIQ Calamos Nasdaq Autocallable Income ETF
+0.94%
+$2,657.65 
UNM Unum Group
+0.93%
+$7,886.76 
COF Capital One Financial Corp.
+0.93%
+$4,583.37 
MET MetLife, Inc.
+0.91%
+$28,732.5 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.91%
+$2,890.76 
CSX CSX Corporation
+0.9%
+$20,044.57 
SPCX Space Exploration Technologies Corp. Class A
+0.89%
+$14,392.73 
IJH iShares Core S&P Mid-Cap ETF
+0.88%
+$60,666.24 
VXF Vanguard Extended Market ETF
+0.86%
+$5,217.3 
IJR iShares Core S&P Small-Cap ETF
+0.86%
+$17,527.51 
EWT iShares MSCI Taiwan ETF
+0.86%
+$1,803.6 
SSUS Day Hagan Smart Sector ETF
+0.86%
+$2,338.56 
SYY Sysco Corp.
+0.85%
+$2,530.49 
MGC Vanguard Morningstar Mega Cap ETF
+0.83%
+$4,837.08 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.83%
+$1,833.98 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.83%
+$1,842.66 
AIZ Assurant Inc.
+0.82%
+$4,212 
MGA Magna International Inc.
+0.81%
+$9,402.64 
WFC Wells Fargo & Company
+0.81%
+$12,302.54 
CLSE Convergence Long/Short Equity ETF
+0.81%
+$36,346.05 
VV Vanguard Morningstar Large-Cap ETF
+0.81%
+$1,780.08 
ONDS Ondas Inc.
+0.81%
+$1,510.15 
VTWO Vanguard Russell 2000 ETF
+0.8%
+$3,382.89 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$6,596.1 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.79%
+$3,368.22 
GE General Electric Company
+0.79%
+$20,468.73 
NJUL Innovator Nasdaq-100 Power Buffer ETF - July
+0.79%
+$3,325.34 
IWM iShares Russell 2000 ETF
+0.79%
+$7,354.13 
VTI Vanguard Total Stock Market ETF
+0.78%
+$29,481.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.76%
+$37,666.14 
VONE Vanguard Russell 1000 ETF
+0.76%
+$9,910.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.76%
+$7,921.32 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.76%
+$34,851.44 
IWV iShares Russell 3000 ETF
+0.75%
+$3,696.84 
SLDE Slide Insurance Holdings, Inc. Common Stock
+0.75%
+$2,211.08 
IVV iShares Core S&P 500 ETF
+0.74%
+$15,598.96 
NVBT AllianzIM U.S. Equity Buffer10 Nov ETF
+0.74%
+$2,323.72 
HLT Hilton Worldwide Holdings Inc.
+0.74%
+$2,117.11 
AVUS Avantis U.S. Equity ETF
+0.74%
+$10,167.25 
CFG Citizens Financial Group Inc.
+0.74%
+$6,720.48 
AVUV Avantis U.S. Small Cap Value ETF
+0.74%
+$4,486.51 
SCHX Schwab U.S. Large-Cap ETF
+0.74%
+$3,968.58 
CB Chubb Limited
+0.73%
+$1,951.68 
PNC The PNC Financial Services Group, Inc.
+0.73%
+$19,306.08 
VOO Vanguard S&P 500 ETF
+0.73%
+$32,821.75 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$248,027.44 
DFAU Dimensional U.S. Core Equity Market ETF
+0.72%
+$62,779.8 
DISV Dimensional International Small Cap Value ETF
+0.72%
+$3,717.64 
UBSI United Bankshares Inc.
+0.72%
+$4,875.85 
SCHB Schwab U.S. Broad Market ETF
+0.72%
+$3,470.46 
UNP Union Pacific Corp.
+0.71%
+$2,406.56 
FTHI First Trust BuyWrite Income ETF
+0.71%
+$1,529.38 
HAL Halliburton Company
+0.7%
+$2,022.47 
DHR Danaher Corp.
+0.7%
+$4,787.72 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
+0.69%
+$2,806.65 
DFMC DFA U.S. Micro Cap Portfolio ETF Class Shares
+0.69%
+$1,899.2 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$19,657.59 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$31,458.62 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.68%
+$12,516.08 
PHYS Sprott Physical Gold Trust
+0.68%
+$1,688.17 
DFSI Dimensional International Sustainability Core 1 ETF
+0.67%
+$2,065.8 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.67%
+$2,643.3 
WRB W. R. Berkley Corporation
+0.67%
+$2,169.72 
CPAI Counterpoint Quantitative Equity ETF
+0.67%
+$13,008.45 
WTFC Wintrust Financial Corporation
+0.66%
+$3,974 
ACGL Arch Capital Group Ltd.
+0.66%
+$1,415.71 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$1,415.25 
GNK Genco Shipping & Trading Ltd.
+0.64%
+$1,940.57 
JNJ Johnson & Johnson
+0.64%
+$64,288.9 
NWE NorthWestern Energy Group, Inc.
+0.64%
+$6,164.5 
VEA Vanguard FTSE Developed Markets ETF
+0.64%
+$4,858.51 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.64%
+$2,193.66 
BFEB Innovator U.S. Equity Buffer ETF - February
+0.64%
+$2,070 
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF
+0.64%
+$1,455.3 
VB Vanguard Small-Cap ETF
+0.64%
+$2,486.97 
GPIX Goldman Sachs S&P 500 Premium Income ETF
+0.63%
+$2,175.6 
AVDE Avantis International Equity Fund Institutional Class
+0.62%
+$31,323.65 
EFV iShares MSCI EAFE Value ETF
+0.62%
+$5,039.65 
TFC Truist Financial Corporation
+0.62%
+$6,002.7 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
+0.62%
+$11,679.3 
TMO Thermo Fisher Scientific Inc.
+0.62%
+$6,111.03 
BAC Bank of America Corporation
+0.61%
+$19,878.13 
CAIE Calamos Autocallable Income ETF
+0.61%
+$7,314.08 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$95,079.55 
JANT AllianzIM U.S. Equity Buffer10 Jan ETF
+0.6%
+$1,656.72 
OCTT AllianzIM U.S. Equity Buffer10 Oct ETF
+0.6%
+$1,357.94 
EFA iShares MSCI EAFE ETF
+0.59%
+$1,752.53 
AMZN Amazon.com Inc
+0.59%
+$100,755.27 
IWN iShares Russell 2000 Value ETF
+0.59%
+$3,767.4 
PRU Prudential Financial, Inc.
+0.58%
+$9,939.45 
INOV Innovator International Developed Power Buffer ETF - November
+0.58%
+$1,234.9 
DFAI Dimensional International Core Equity Market ETF
+0.58%
+$20,005.68 
MAYT AllianzIM U.S. Equity Buffer10 May ETF
+0.58%
+$2,860.05 
MCD McDonald's Corporation
+0.58%
+$16,679.4 
GUT The Gabelli Utility Trust
+0.57%
+$1,413.01 
PSFF Pacer Swan SOS Fund of Funds ETF
+0.57%
+$1,226.4 
GM General Motors Co.
+0.57%
+$5,807.15 
CTAS Cintas Corporation
+0.56%
+$3,903.76 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$10,659.74 
DFIC Dimensional International Core Equity 2 ETF
+0.56%
+$17,869.95 
OUNZ VanEck Merk Gold Trust
+0.56%
+$17,034.67 
FDVV Fidelity High Dividend ETF
+0.56%
+$3,444.82 
FDX FedEx Corp.
+0.56%
+$4,379.08 
WELL Welltower Inc.
+0.55%
+$2,229.62 
ACWI iShares MSCI ACWI ETF
+0.55%
+$3,747.88 
MGV Vanguard Mega Cap Value ETF
+0.54%
+$4,343.4 
IWR iShares Russell Mid-Cap ETF
+0.54%
+$2,291.56 
USEP Innovator U.S. Equity Ultra Buffer ETF - September
+0.54%
+$5,567.85 
TD Toronto-Dominion Bank
+0.53%
+$1,731.84 
IDEV iShares Core MSCI International Developed Markets ETF
+0.52%
+$5,487.93 
OVV Ovintiv Inc.
+0.52%
+$2,796.75 
GLD SPDR Gold Shares
+0.51%
+$12,577.69 
GPZ VanEck Alternative Asset Manager ETF
+0.5%
+$5,928.23 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$3,821.18 
BA The Boeing Company
+0.49%
+$1,878.58 
RF Regions Financial Corp.
+0.49%
+$2,056.18 
RAAX VanEck Real Assets ETF
+0.49%
+$18,347.55 
BG Bunge Global SA
+0.49%
+$1,339.77 
AMGN Amgen Inc. Common Stock
+0.49%
+$10,419.61 
VTV Vanguard Morningstar Value ETF
+0.47%
+$4,052.09 
KEY KeyCorp
+0.47%
+$2,706.7 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.47%
+$1,158.3 
VBR Vanguard Small-Cap Value ETF
+0.47%
+$1,340.18 
RIO Rio Tinto plc ADR
+0.47%
+$1,155.18 
BUFR FT Vest Laddered Buffer ETF
+0.47%
+$1,115.8 
JEPI JPMorgan Equity Premium Income ETF
+0.47%
+$3,132.57 
SPBU AllianzIM Buffer15 Uncapped Allocation ETF
+0.47%
+$1,060.16 
NTSX WisdomTree U.S. Efficient Core Fund
+0.47%
+$3,248.85 
RYLD Global X Russell 2000 Covered Call ETF
+0.46%
+$873.53 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.45%
+$1,697.12 
APRT AllianzIM U.S. Equity Buffer10 Apr ETF
+0.45%
+$1,469.97 
FEBT AllianzIM U.S. Equity Buffer10 Feb ETF
+0.45%
+$1,015.09 
PFM Invesco Dividend Achievers ETF
+0.45%
+$2,726.11 
PVAL Putnam Focused Large Cap Value ETF
+0.45%
+$4,607.76 
TLT iShares 20+ Year Treasury Bond ETF
+0.44%
+$4,581.08 
EIX Edison International
+0.44%
+$3,139 
USB U.S. Bancorp
+0.44%
+$6,624.8 
JULT AllianzIM U.S. Equity Buffer10 Jul ETF
+0.43%
+$951.59 
F Ford Motor Co.
+0.43%
+$5,491.65 
LLY Eli Lilly and Company
+0.43%
+$33,818.09 
TRV The Travelers Companies, Inc.
+0.43%
+$2,110.14 
FTCE First Trust New Constructs Core Earnings Leaders ETF
+0.43%
+$9,374.33 
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF
+0.43%
+$4,226.97 
WMT Walmart Inc.
+0.42%
+$33,200.49 
NEM Newmont Corporation
+0.42%
+$2,900.76 
EWC iShares MSCI Canada ETF
+0.42%
+$1,152.35 
UJUL Innovator U.S. Equity Ultra Buffer ETF - July
+0.41%
+$4,471.43 
VNQ Vanguard Real Estate ETF
+0.41%
+$1,195.48 
COP ConocoPhillips
+0.41%
+$19,897.71 
ABT Abbott Laboratories
+0.41%
+$3,720.36 
EMR Emerson Electric Co.
+0.41%
+$3,033.3 
ECL Ecolab Inc.
+0.4%
+$1,054.33 
EWJ iShares MSCI Japan ETF
+0.4%
+$1,788.67 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
+0.4%
+$1,765.63 
EWU iShares MSCI United Kingdom ETF
+0.4%
+$856.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.4%
+$1,485.91 
UAUG Innovator U.S. Equity Ultra Buffer ETF - August
+0.4%
+$1,653.73 
KJUL Innovator U.S. Small Cap Power Buffer ETF - July
+0.4%
+$922.81 
XOM ExxonMobil Holdings Corporation
+0.39%
+$73,869.49 
MCO Moody's Corporation
+0.39%
+$3,270.63 
IJUL Innovator International Developed Power Buffer ETF - July
+0.39%
+$806.03 
PPL PPL Corporation
+0.37%
+$1,440.14 
MNST Monster Beverage Corporation
+0.37%
+$1,499.16 
DGRO iShares Core Dividend Growth ETF
+0.36%
+$897.55 
RSBT Return Stacked Bonds & Managed Futures ETF
+0.36%
+$823.97 
IGLD FT Vest Gold Strategy Target Income ETF
+0.36%
+$6,017.41 
T AT&T Inc.
+0.36%
+$6,337.57 
HYPD Hyperion DeFi Inc.
+0.36%
+$354.3 
TROW T. Rowe Price Group Inc.
+0.35%
+$2,588.15 
IALT iShares Systematic Alternatives Active ETF
+0.35%
+$809.13 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.35%
+$940.32 
BUFD FT Vest Laddered Deep Buffer ETF
+0.34%
+$1,949.85 
PBFR PGIM Laddered S&P 500 Buffer 20 ETF
+0.34%
+$986.37 
RSP Invesco S&P 500 Equal Weight ETF
+0.32%
+$717.5 
UJAN Innovator U.S. Equity Ultra Buffer ETF - January
+0.32%
+$3,518.74 
XLF State Street Financial Select Sector SPDR ETF
+0.31%
+$1,634.67 
IWD iShares Russell 1000 Value ETF
+0.31%
+$5,065.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.31%
+$10,392.14 
VSLU Applied Finance Valuation Large Cap ETF
+0.3%
+$5,475.9 
SMCI Super Micro Computer Inc.
+0.3%
+$610.6 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.3%
+$2,564.91 
SHW The Sherwin-Williams Company
+0.3%
+$996.73 
WM Waste Management Inc.
+0.3%
+$1,368.72 
NI NiSource Inc.
+0.3%
+$1,003.21 
RSG Republic Services Inc.
+0.29%
+$3,928.43 
AHR American Healthcare REIT, Inc.
+0.29%
+$1,574.03 
PHM PulteGroup, Inc.
+0.29%
+$1,512.7 
ES Eversource Energy
+0.28%
+$3,917.23 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.28%
+$3,057.66 
PSQO Palmer Square Credit Opportunities ETF
+0.28%
+$4,879.6 
GPC Genuine Parts Company
+0.28%
+$603.07 
PEG Public Service Enterprise Group Inc.
+0.28%
+$2,221.83 
VONV Vanguard Russell 1000 Value ETF
+0.28%
+$6,343.84 
XLE State Street Energy Select Sector SPDR ETF
+0.27%
+$16,687.89 
MUB iShares National Muni Bond ETF
+0.27%
+$1,671.88 
VXUS Vanguard Total International Stock ETF
+0.26%
+$589.1 
IXUS iShares Core MSCI Total International Stock ETF
+0.26%
+$584.88 
SCYB Schwab High Yield Bond ETF
+0.26%
+$1,828.64 
APLU Allspring Core Plus ETF
+0.26%
+$5,999.43 
WPC W. P. Carey Inc.
+0.25%
+$1,486.24 
SHOP Shopify Inc.
+0.24%
+$1,390.75 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.24%
+$873.18 
APRW AllianzIM U.S. Equity Buffer20 Apr ETF
+0.24%
+$899.64 
PFXF VanEck Preferred Securities ex Financials ETF
+0.24%
+$1,120.48 
LFMD LifeMD, Inc.
+0.23%
+$83.38 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.23%
+$11,755.8 
AVGE Avantis All Equity Markets ETF
+0.23%
+$1,046.92 
THO Thor Industries, Inc.
+0.23%
+$2,860.52 
HYLS First Trust Tactical High Yield ETF
+0.23%
+$1,176.93 
UAPR Innovator U.S. Equity Ultra Buffer ETF - April
+0.22%
+$486.17 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.22%
+$779.7 
LIN Linde plc
+0.22%
+$894.88 
ABBV AbbVie Inc.
+0.21%
+$13,491.15 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
+0.21%
+$5,531.53 
ITW Illinois Tool Works Inc.
+0.21%
+$1,483.71 
RWL Invesco S&P 500 Revenue ETF
+0.2%
+$1,442.37 
DVN Devon Energy Corporation
+0.2%
+$868.03 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.2%
+$1,235.64 
JNK State Street SPDR Bloomberg High Yield Bond ETF
+0.2%
+$416.06 
ZOCT Innovator Equity Defined Protection ETF - 1 Yr October
+0.2%
+$388.9 
HFGM Unlimited HFGM Global Macro ETF
+0.19%
+$3,730.29 
COR Cencora Inc.
+0.19%
+$1,586.58 
IBB iShares Biotechnology ETF
+0.18%
+$12,635.81 
JULH Innovator Premium Income 20 Barrier ETF - July
+0.18%
+$536.89 
NEE NextEra Energy Inc.
+0.18%
+$1,732.89 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$9,272.62 
PGR The Progressive Corporation
+0.17%
+$864.86 
FDN First Trust Dow Jones Internet Index Fund
+0.17%
+$658.44 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.16%
+$660.8 
IVSS Applied Finance IVS US SMID ETF
+0.16%
+$1,416.02 
BALT Innovator Defined Wealth Shield ETF
+0.16%
+$523.33 
ARP PMV Adaptive Risk Parity ETF
+0.16%
+$3,065.11 
GTO Invesco Total Return Bond ETF
+0.15%
+$802.97 
BND Vanguard Total Bond Market ETF
+0.15%
+$2,895.32 
IP International Paper Co.
+0.15%
+$322.65 
FTCB First Trust Core Investment Grade ETF
+0.15%
+$3,318.69 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.14%
+$298.85 
AXP American Express Company
+0.13%
+$2,753.1 
LMBS First Trust Low Duration Opportunities ETF
+0.13%
+$766.22 
COST Costco Wholesale Corp
+0.13%
+$3,694.45 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$14,483.76 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$970.4 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$1,200.82 
MSMR McElhenny Sheffield Managed Risk ETF
+0.12%
+$12,743.44 
ETR Entergy Corporation Common Stock
+0.12%
+$564.75 
FITB Fifth Third Bancorp
+0.11%
+$2,168.58 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.1%
+$234.35 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.1%
+$445.94 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
+0.1%
+$759.55 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$378.62 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$1,317.62 
DSMC Distillate Small/Mid Cash Flow ETF
+0.08%
+$333.92 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$3,327.12 
DFGP Dimensional Global Core Plus Fixed Income ETF
+0.08%
+$897.24 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
+0.08%
+$177.82 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.07%
+$586.47 
ORCL Oracle Corporation
+0.07%
+$789.93 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$489.3 
FE FirstEnergy Corp.
+0.07%
+$290.07 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.06%
+$1,392.36 
DTE DTE Energy Company
+0.05%
+$126.21 
BNDX Vanguard Total International Bond ETF
+0.05%
+$308.82 
IAGG iShares Core International Aggregate Bond ETF
+0.05%
+$127.05 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$1,087.25 
SLS SELLAS Life Sciences Group, Inc.
+0.04%
+$243.31 
SDY State Street SPDR S&P Dividend ETF
+0.04%
+$95.58 
JPIE JPMorgan Income ETF
+0.04%
+$400.36 
VOD Vodafone Group plc Sponsored ADR
+0.03%
+$475.7 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$208.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$195.45 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$673.83 
CEG Constellation Energy Corporation
+0.03%
+$132.16 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.03%
+$443.36 
FTSM First Trust Enhanced Short Maturity ETF
+0.03%
+$6,856.57 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$45.82 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$40.53 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$57.17 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
+0.02%
+$3,126.59 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.02%
+$496.65 
HIG The Hartford Insurance Group, Inc.
+0.01%
+$216.69 
TWLO Twilio Inc. Class A Common Stock
+0.01%
+$120.09 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$2,278.38 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$980.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$472.11 
CMS CMS Energy Corporation Common Stock
+0.01%
+$60.96 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.01%
+$126.06 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$278.79 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$451.92 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
HYTR Counterpoint High Yield Trend ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BSGT Invesco BulletShares 2029 Treasury Bond ETF
0%
$0 
BSTS Invesco BulletShares 2028 Treasury Bond ETF
0%
$0 OKE
OKE
0%
$0 
ZOOZ Zooz Strategy Ltd.
-7.55%
-$8,002.68 
FJET Starfighters Space Inc.
-7.38%
-$1,399.04 
PMVP PMV Pharmaceuticals, Inc.
-7.09%
-$4,500 
MOVE Corvex Inc. Common Stock
-5.91%
-$249,323 
LBTYA Liberty Global Ltd. Class A Common Shares
-5.41%
-$22,258.95 
LBTYK Liberty Global Ltd. Class C Common Shares
-5.24%
-$13,447.2 
OMC Omnicom Group Inc.
-4.5%
-$11,394.36 
IBRX ImmunityBio Inc.
-4.26%
-$24,725.75 
NFLX Netflix Inc.
-4.16%
-$65,757.26 
PAYC Paycom Software, Inc.
-3.81%
-$52,208.2 
GLNK Grayscale Chainlink Trust
-3.6%
-$42,873.5 
CLM Cornerstone Strategic Investment Fund, Inc.
-3.58%
-$3,480.42 
EXPE Expedia Group Inc.
-3.43%
-$17,292.97 
MRK Merck & Co., Inc.
-3.12%
-$148,435.3 
CNC Centene Corp.
-2.94%
-$7,564.32 
VZ Verizon Communications Inc.
-2.91%
-$91,340.6 
Z Zillow Group Inc. Class C Capital Stock
-2.88%
-$44,878.95 
CMCSA Comcast Corp. Class A Common Stock
-2.82%
-$15,884.16 
CAG Conagra Brands Inc.
-2.79%
-$34,337.51 
BKNG Booking Holdings Inc.
-2.68%
-$9,555.48 
TEAM Atlassian Corporation Class A Common Stock
-2.62%
-$9,154.56 
XYZ Block Inc. Class A Common Stock
-2.6%
-$63,863.08 
INTU Intuit Inc.
-2.6%
-$35,425.31 
VSOL VanEck Solana ETF
-2.5%
-$3,820.28 
PAYX Paychex Inc.
-2.44%
-$6,068.16 
NOW ServiceNow Inc.
-2.23%
-$16,101.44 
FIS Fidelity National Information Services, Inc.
-2.19%
-$5,759.68 
BBY Best Buy Co., Inc.
-2.12%
-$11,464.96 
CGW Invesco S&P Global Water Index ETF
-2.06%
-$4,384.7 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.03%
-$9,317.99 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.02%
-$16,671.06 
DIS The Walt Disney Company
-2.02%
-$16,666.34 
BXSL Blackstone Secured Lending Fund
-1.99%
-$5,529.31 
EYLD Cambria Emerging Shareholder Yield ETF
-1.99%
-$9,291.63 
TGT Target Corp.
-1.97%
-$13,804.97 
BDX Becton, Dickinson and Company
-1.9%
-$15,015.09 
ELV Elevance Health, Inc.
-1.87%
-$28,326.15 
MRSH Marsh & McLennan Companies, Inc.
-1.83%
-$16,326.2 
ACN Accenture plc
-1.78%
-$12,802.65 
CRM Salesforce, Inc.
-1.74%
-$7,849.46 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$34,400.63 
UNH UnitedHealth Group Inc.
-1.64%
-$44,235.9 
DG Dollar General Corp.
-1.64%
-$11,062.05 
WU The Western Union Company
-1.58%
-$4,979 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.44%
-$8,276.17 
LZ LegalZoom.com, Inc.
-1.43%
-$7,182 
AJG Arthur J. Gallagher & Co.
-1.41%
-$16,715.2 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.4%
-$3,232.74 
IBIT iShares Bitcoin Trust ETF
-1.39%
-$6,270.08 
ADP Automatic Data Processing Inc.
-1.34%
-$10,765.15 
DFII FT Vest Bitcoin Strategy & Target Income ETF
-1.3%
-$3,149.92 
HODL VanEck Bitcoin ETF
-1.28%
-$19,594.19 
KMI Kinder Morgan Inc.
-1.26%
-$20,968.31 
DE Deere & Company
-1.26%
-$13,137.96 
HSY The Hershey Company Common Stock
-1.23%
-$7,061.6 
SLB SLB N.V.
-1.23%
-$2,766.4 
OMCL Omnicell, Inc.
-1.22%
-$10,762.16 
MDT Medtronic plc
-1.2%
-$12,762.3 
BP BP Plc Sponsored ADR
-1.19%
-$6,047.54 
AWK American Water Works Company, Inc.
-1.18%
-$4,637.36 
AAPL Apple Inc.
-1.16%
-$589,744.96 
MANH Manhattan Associates Inc.
-1.15%
-$3,483.48 
CNR Core Natural Resources Inc.
-1.13%
-$6,572.79 
ATEC Alphatec Holdings, Inc.
-1.12%
-$9,382.87 
ABNB Airbnb Inc. Class A Common Stock
-1.1%
-$9,764.07 
FWRG First Watch Restaurant Group Inc.
-1.1%
-$7,301.76 
CL Colgate-Palmolive Co.
-1.07%
-$2,873.45 
V Visa Inc. Class A
-1.06%
-$41,897.61 
SYK Stryker Corp.
-1.05%
-$3,744.85 
MX Magnachip Semiconductor Corporation
-1.04%
-$375 
RHI Robert Half Inc.
-1.02%
-$3,905.23 
ADUR Aduro Clean Technologies Inc. Common Stock
-1.02%
-$1,000 
AON Aon plc Class A
-1.02%
-$35,606.49 
BR Broadridge Financial Solutions, Inc.
-0.96%
-$4,301.51 
UPS United Parcel Service, Inc. Class B Common Stock
-0.95%
-$3,727.67 
BALL Ball Corporation
-0.93%
-$7,283.6 
LEN Lennar Corp. Class A Common Stock
-0.9%
-$12,202.56 
PFE Pfizer Inc.
-0.87%
-$21,551.22 
NCDL Nuveen Churchill Direct Lending Corp.
-0.85%
-$3,571.02 
AVES Avantis Emerging Markets Value ETF
-0.83%
-$10,543.59 
MYO Myomo Inc.
-0.83%
-$211.2 
MCK McKesson Corporation
-0.78%
-$5,825.52 
CVS CVS Health Corporation Common Stock
-0.77%
-$4,938.48 
UBER Uber Technologies Inc.
-0.75%
-$4,061.5 
PG The Procter & Gamble Company
-0.7%
-$214,620.77 
MO Altria Group, Inc.
-0.67%
-$33,621 
HCA HCA Healthcare, Inc.
-0.67%
-$2,186.1 
AVSE Avantis Responsible Emerging Markets Equity ETF
-0.66%
-$11,562.4 
OBDC Blue Owl Capital Corporation
-0.65%
-$1,568.32 
ROKU Roku, Inc. Class A Common Stock
-0.62%
-$16,246.44 
TMUS T-Mobile US Inc.
-0.61%
-$4,392.99 
SPEM SPDR Portfolio Emerging Markets ETF
-0.58%
-$2,022.75 
RSSY Return Stacked U.S. Stocks & Futures Yield ETF
-0.58%
-$12,047.56 
SCHW The Charles Schwab Corporation
-0.56%
-$3,153.22 
HD The Home Depot, Inc.
-0.55%
-$27,227.76 
SCHE Schwab Emerging Markets Equity ETF
-0.54%
-$16,632.22 
GGG Graco Inc.
-0.54%
-$5,261.4 
ISRG Intuitive Surgical Inc.
-0.53%
-$18,455.86 
APP AppLovin Corporation Class A Common Stock
-0.52%
-$1,206.32 
KMB Kimberly-Clark Corporation
-0.51%
-$4,067.84 
GOOG Alphabet Inc
-0.49%
-$28,357.34 
YUM Yum! Brands, Inc.
-0.49%
-$3,310.02 
EPD Enterprise Products Partners L.P.
-0.47%
-$1,198.58 
YOU Clear Secure Inc. Class A Common Stock
-0.46%
-$4,736.76 
SWKS Skyworks Solutions, Inc.
-0.46%
-$2,303.18 
BANX ArrowMark Financial Corp.
-0.43%
-$886.8 
IBM International Business Machines Corporation
-0.42%
-$10,858.58 
IEMG iShares Core MSCI Emerging Markets ETF
-0.42%
-$9,322.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.42%
-$18,092.06 
LOW Lowe's Companies, Inc.
-0.41%
-$3,636.7 
PNW Pinnacle West Capital Corporation
-0.41%
-$3,346.69 
TJX The TJX Companies, Inc.
-0.4%
-$5,063.43 
XEL Xcel Energy Inc.
-0.38%
-$4,776.65 
DFAE Dimensional Emerging Core Equity Market ETF
-0.38%
-$7,132.44 
GOOGL Alphabet Inc
-0.37%
-$55,173.14 
BMY Bristol-Myers Squibb Company
-0.37%
-$1,942.58 
AVEM Avantis Emerging Markets Equity ETF
-0.35%
-$2,816.04 
DNP DNP Select Income Fund Inc.
-0.35%
-$2,126.74 
GLPI Gaming and Leisure Properties, Inc.
-0.34%
-$1,029.51 
CVX Chevron Corporation
-0.33%
-$21,949.48 
GBDC Golub Capital BDC, Inc.
-0.33%
-$2,209.2 
PEP PepsiCo, Inc.
-0.29%
-$12,743.6 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.29%
-$3,058.5 
DUK Duke Energy Corporation
-0.29%
-$2,165.55 
AUGT AllianzIM U.S. Equity Buffer10 Aug ETF
-0.29%
-$772.35 
MMM 3M Company
-0.28%
-$4,033.76 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$2,967.5 
JBBB Janus Henderson B-BBB CLO ETF
-0.28%
-$1,469.27 
FNF Fidelity National Financial, Inc.
-0.27%
-$1,411.08 
STLD Steel Dynamics, Inc.
-0.26%
-$1,775.97 
XLV State Street Health Care Select Sector SPDR ETF
-0.24%
-$14,067.8 
ADM Archer-Daniels-Midland Company
-0.23%
-$1,020.42 
LH Labcorp Holdings Inc.
-0.18%
-$1,235.88 
SO The Southern Company
-0.18%
-$4,303.03 
NJR New Jersey Resources Corporation
-0.17%
-$398.61 
PLD Prologis, Inc.
-0.16%
-$2,859.8 
SPGI S&P Global Inc.
-0.15%
-$328.3 
VHT Vanguard Health Care ETF
-0.14%
-$906.66 
AZN AstraZeneca PLC American Depositary Shares
-0.13%
-$1,007.44 
EEM iShares MSCI Emerging Markets ETF
-0.13%
-$579.67 
COWZ Pacer US Cash Cows 100 ETF
-0.11%
-$566.89 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.1%
-$249.6 
AEP American Electric Power Company, Inc.
-0.09%
-$2,127 
FLNC Fluence Energy, Inc. Class A Common Stock
-0.09%
-$50.34 
L Loews Corp.
-0.08%
-$164.81 
KO The Coca-Cola Company
-0.07%
-$2,094.89 
META Meta Platforms Inc Class A
-0.06%
-$6,266.03 
GCOW Pacer Global Cash Cows Dividend ETF
-0.06%
-$240.96 
VYMI Vanguard International High Dividend Yield ETF
-0.06%
-$245.88 
BJ BJ's Wholesale Club Holdings, Inc.
-0.05%
-$117.85 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.04%
-$378.51 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$107.44 
FLRT Pacer Aristotle Pacific Floating Rate High Income ETF
-0.03%
-$349.14 
HYBL State Street Blackstone High Income ETF
-0.03%
-$68.75 
DOC Healthpeak Properties, Inc.
-0.03%
-$102.87 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$828.87 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$234.66 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.02%
-$480.56 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$57.59 
LALT First Trust Multi-Strategy Alternative ETF
-0.02%
-$62.86 
BX Blackstone Inc.
-0.01%
-$142.05 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$10.57 Events
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Dividends
Dividend Analysis
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| Trades 8213 | Longs Won 5209/8213 63% | Profit Factor 4.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,369.59 |
| Average Win $63,905.04 | Best Trade (Oct 26) $5.65M | Sharpe Ratio -12.11 |
| Average Loss -$24,626.05 | Worst Trade (Jun 30) -$5.38M | Z-Score 10.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $31,523.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 146,157 | $30.28M | $50.23M | - | $19.95M | 65.88% | -1.16% |
| ABBV AbbVie Inc. | 22,117 | $4.15M | $6.33M | - | $2.18M | 52.62% | +0.214% |
| ABNB Airbnb Inc. Class A Common Stock | 5,139 | $652,080.59 | $874,195.29 | - | $222,114.7 | 34.06% | -1.105% |
| ABT Abbott Laboratories | 8,858 | $944,603.54 | $922,294.96 | - | -$22,308.58 | -2.36% | +0.405% |
| ACGL Arch Capital Group Ltd. | 2,113 | $202,678.96 | $216,286.68 | - | $13,607.72 | 6.71% | +0.659% |
| ACN Accenture plc | 2,877 | $792,278.8 | $704,634.84 | - | -$87,643.96 | -11.06% | -1.784% |
| ACWI iShares MSCI ACWI ETF | 4,358 | $481,235.81 | $687,082.28 | - | $205,846.47 | 42.77% | +0.548% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 39,098 | $810,442.22 | $809,133.11 | - | -$1,309.11 | -0.16% | +0.073% |
| ADI Analog Devices, Inc. | 2,985 | $707,578.75 | $1.22M | - | $507,853.55 | 71.77% | +4.119% |
| ADM Archer-Daniels-Midland Company | 5,669 | $424,349.27 | $453,293.24 | - | $28,943.97 | 6.82% | -0.225% |
| ADP Automatic Data Processing Inc. | 2,645 | $648,113.26 | $793,738.05 | - | $145,624.79 | 22.47% | -1.338% |
| ADUR Aduro Clean Technologies Inc. Common Stock | 10,000 | $157,600 | $96,700 | - | -$60,900 | -38.64% | -1.024% |
| AEP American Electric Power Company, Inc. | 17,725 | $1.88M | $2.3M | - | $412,100.42 | 21.87% | -0.093% |
| AGG iShares Core U.S. Aggregate Bond ETF | 120,698 | $11.91M | $11.6M | - | -$317,049.15 | -2.66% | +0.125% |
| AHR American Healthcare REIT, Inc. | 10,155 | $290,980.46 | $539,992.12 | - | $249,011.66 | 85.58% | +0.292% |
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 8,891 | $233,264.28 | $235,611.5 | - | $2,347.22 | 1.01% | +0.076% |
| AIQ Global X Artificial Intelligence & Technology ETF | 29,950 | $1.64M | $1.89M | - | $244,730.45 | 14.9% | +1.156% |
| AIZ Assurant Inc. | 1,800 | $383,796 | $516,762 | - | $132,966 | 34.64% | +0.822% |
| AJG Arthur J. Gallagher & Co. | 4,422 | $945,695.53 | $1.17M | - | $222,862.19 | 23.57% | -1.41% |
| AMAT Applied Materials Inc. | 10,705 | $3.29M | $4.18M | - | $897,497.11 | 27.31% | +3.589% |
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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: ExxonMobil Holdings Corporation - $7.3M, State Street Technology Select Sector SPDR ETF - $4.42M, Broadcom Inc - $3.77M, State Street Communication Services Select Sector SPDR ETF - $2.61M, and SPDR Gold Shares - $2.48M. 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: State Street Energy Select Sector SPDR ETF - $1.63M, Amazon.com Inc - $1.43M, Tesla, Inc - $948,556.25, Fiverr International Ltd - $755,767.36, and Avery Dennison Corporation - $596,391. 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 $41.94M earned over time. The largest contributors to dividend income include Global X 1-3 Month T-Bill ETF - $2.28M, The Procter & Gamble Company - $1.09M, ExxonMobil Holdings Corporation - $1.08M, Altria Group, Inc - $951,470.04, and WisdomTree Bloomberg U.S. Dollar Bullish Fund - $895,696.8. 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.
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