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:
98.77%
Gain -0.01%
Monthly
1.21%
Yearly
15.51%
Drawdown
22.78%
$1.06B
Equity
Holdings
$1.06B
Investment
$859.18M
$255.4M
Profit -$1.2M
Realized
$59.52M
Unrealized
$195.88M
Dividends
$39.71M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$1.2M
Win %
70%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$11.19M
Win %
70%
This Month
Compared to last month
Gain
-0.38%
Profit
-$4.04M
Win %
70%
This Year
Compared to last year
Gain
1.13%
Profit
$11.81M
Win %
70%
SWKS Skyworks Solutions Inc.
+9.79%
+$40,041.54 
ELV Elevance Health, Inc.
+4.95%
+$53,911.8 
PMVP PMV Pharmaceuticals, Inc.
+4.73%
+$3,250 
AAPL Apple Inc.
+3.58%
+$1.5M 
F Ford Motor Company
+3.35%
+$21,420.9 
KOPN Kopin Corporation
+2.93%
+$3,585.62 
GM General Motors Company
+2.81%
+$31,567.55 
CMCSA Comcast Corp
+2.36%
+$12,058.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+2.3%
+$20,057.4 
PM Philip Morris International Inc.
+2.21%
+$67,264.1 
DVN Devon Energy Corporation
+2.11%
+$16,391.29 
UBER Uber Technologies, Inc.
+2.1%
+$11,577.28 
CNC Centene Corporation
+2.09%
+$4,242.44 
ISRG Intuitive Surgical, Inc.
+2.04%
+$53,991.16 
TWLO Twilio Inc.
+1.76%
+$6,560.36 
LZ LegalZoom.com, Inc.
+1.72%
+$7,016.6 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$11,899.2 
T AT&T Inc.
+1.67%
+$30,037.14 
ABBV AbbVie Inc.
+1.62%
+$85,118.6 
DIS The Walt Disney Company
+1.56%
+$12,151.65 
OMC Omnicom Group Inc.
+1.5%
+$2,910.47 
HONA Honeywell Aerospace Inc.
+1.44%
+$3,703.82 
CSX CSX Corporation
+1.39%
+$23,208.8 
MO Altria Group, Inc.
+1.35%
+$52,263.36 
UNM Unum Group
+1.34%
+$8,357.5 
HSY The Hershey Company
+1.23%
+$6,555.77 
ACN Accenture plc Class A
+1.22%
+$5,035.42 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.17%
+$18,984.6 
MET MetLife Inc.
+1.14%
+$40,130.53 
RSBT RTRN Stock Bonds & Managed Futures Fund
+1.09%
+$2,819.2 
TWST Twist Bioscience Corporation
+1.08%
+$3,021.65 
LMT Lockheed Martin Corporation
+1.07%
+$13,740.85 
LBTYA Liberty Global Plc
+1.05%
+$5,789.3 
FTNT Fortinet Inc.
+1.04%
+$18,484.2 
TEAM Atlassian Corporation Class A
+1.03%
+$4,651.86 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.03%
+$47,239.85 
AON Aon plc
+1.02%
+$35,631.4 
PANW Palo Alto Networks, Inc.
+1%
+$16,146.27 
CI The Cigna Group
+0.98%
+$6,122.7 
PNC The PNC Financial Services Group, Inc.
+0.96%
+$24,504.2 
BG Bunge Global S.A.
+0.94%
+$2,141.36 
EG Everest Group, Ltd.
+0.92%
+$8,744.8 
SYY Sysco Corporation
+0.92%
+$1,905 
UBSI United Bankshares, Inc.
+0.92%
+$4,080.27 
BP BP p.l.c. Sponsored ADR
+0.9%
+$4,682.2 
TD The Toronto-Dominion Bank
+0.86%
+$2,633.64 
FDX FedEx Corporation
+0.84%
+$8,730.8 
ADP Automatic Data Processing Inc.
+0.82%
+$4,728.42 
RBLX Roblox Corporation
+0.81%
+$2,373.84 
ROKU Roku, Inc.
+0.8%
+$19,251.6 
UPS United Parcel Service, Inc.
+0.77%
+$4,584.65 
HFGM Unlimited HFGM Global Macro ETF
+0.77%
+$14,182.56 
PRU Prudential Financial, Inc.
+0.76%
+$10,776.69 
SCHW Charles Schwab Corporation
+0.74%
+$4,728.94 
NOC Northrop Grumman Corporation
+0.68%
+$1,687.8 
GOOG Alphabet Inc
+0.62%
+$29,352.37 
GOOGL Alphabet Inc
+0.59%
+$75,977.85 
MNST Monster Beverage Corporation
+0.58%
+$1,928 
GL Globe Life Inc.
+0.57%
+$1,461.79 
AHR American Healthcare REIT, Inc.
+0.56%
+$3,015.3 
C Citigroup Inc.
+0.53%
+$11,604.08 
ITW Illinois Tool Works Inc.
+0.5%
+$3,301.08 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$8,132.8 
USB U.S. Bancorp
+0.5%
+$6,341.05 
FITB Fifth Third Bancorp
+0.46%
+$6,875.75 
SPCX Space Exploration Technologies Corp. Class A
+0.45%
+$3,837.9 
VZ Verizon Communications Inc.
+0.44%
+$12,107.48 
LBTYK Liberty Global plc
+0.43%
+$1,429.34 
GD General Dynamics Corporation
+0.42%
+$8,353.06 
ADM Archer-Daniels-Midland Co
+0.4%
+$1,379.7 
CFG Citizens Financial Group, Inc.
+0.4%
+$3,100.07 
UNP Union Pacific Corporation
+0.39%
+$1,414.6 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
+0.38%
+$7,793.6 
COP ConocoPhillips
+0.38%
+$13,943.8 
PAYX Paychex Inc.
+0.37%
+$861.48 
RRC Range Resources Corporation
+0.36%
+$23,141.25 
TFC Truist Financial Corporation
+0.35%
+$3,795.75 
PGR Progressive Corporation
+0.35%
+$4,868.25 
L Loews Corporation
+0.34%
+$4,011.17 
KO The Coca-Cola Company
+0.33%
+$7,531.12 
PAYC Paycom Software, Inc.
+0.32%
+$3,423.8 
CB Chubb Limited
+0.31%
+$735.28 
RTX RTX Corporation
+0.28%
+$6,615.95 
MRSH Marsh & McLennan Companies, Inc.
+0.26%
+$4,034.2 
PG Procter & Gamble Co
+0.26%
+$69,684.32 
TJX The TJX Companies, Inc.
+0.24%
+$2,362.8 
QCOM QUALCOMM Incorporated
+0.23%
+$3,464.99 
OZ Belpointe PREP LLC
+0.23%
+$501.27 
RF Regions Financial Corporation
+0.22%
+$605.28 
WRB W.R. Berkley Corporation
+0.21%
+$546.6 
TRV The Travelers Companies, Inc.
+0.19%
+$795.19 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$4,073.61 
AIZ Assurant Inc.
+0.18%
+$2,743.5 
MSFT Microsoft Corp.
+0.16%
+$34,467.7 
FE FirstEnergy Corp.
+0.15%
+$481.11 
WTFC Wintrust Financial Corporation
+0.13%
+$612.2 
DE Deere & Company
+0.13%
+$1,432.89 
CDNS Cadence Design Systems, Inc.
+0.12%
+$784.7 
MDLZ Mondelez International, Inc.
+0.11%
+$286.09 
THO Thor Industries Inc.
+0.11%
+$1,232.48 
BBY Best Buy Co., Inc.
+0.1%
+$337.77 
ROST Ross Stores, Inc.
+0.09%
+$345.03 
ACGL Arch Capital Group Ltd
+0.09%
+$1,065.9 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$258.37 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$3,314.4 
BNY BlackRock New York Municipal Income Trust
+0.06%
+$1,899.3 
NOW ServiceNow, Inc.
+0.05%
+$323.19 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$449.04 
EPD Enterprise Products Partners L.P.
+0.03%
+$62.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$379.29 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$2,128.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$337.16 
ARP PMV Adaptive Risk Parity ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NFLX Netflix, Inc.
0%
+$0.03 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 APOC
APOC
0%
$0 
PURR Hyperliquid Strategies Inc.
-8.48%
-$45,466.5 
FCX Freeport-McMoRan Inc.
-6.57%
-$38,738.7 
LRCX Lam Research Corporation
-5.64%
-$278,540.26 
VRT Vertiv Holdings Co
-5.6%
-$40,375.98 
INTC Intel Corporation
-5.57%
-$124,811.36 
DELL Dell Technologies Inc.
-5.34%
-$388,523.43 
ORCL Oracle Corporation
-5.29%
-$167,712.22 
NBIS Nebius Group N.V.
-5.09%
-$30,514.32 
MU Micron Technology, Inc.
-4.6%
-$352,479.75 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-4.48%
-$12,462.45 
WDC Western Digital Corporation
-4.42%
-$30,948.9 
LH Labcorp Holdings Inc.
-4.35%
-$23,452.8 
EWY iShares MSCI South Korea ETF
-4.25%
-$9,185.4 
IBRX ImmunityBio, Inc.
-4.22%
-$24,018.62 
RIO Rio Tinto Plc Sponsored ADR
-4.21%
-$14,919.18 
OMCL Omnicell Inc.
-4.13%
-$31,042.87 
NLR VanEck Uranium and Nuclear ETF
-4.12%
-$39,449.67 
SNDK SanDisk Corporation
-4.09%
-$45,288.24 
GLXY Galaxy Digital Inc. Class A Common Stock
-4.06%
-$22,114.62 
BE Bloom Energy Corporation
-4.03%
-$19,388.95 
MTZ MasTec, Inc. Common Stock
-3.57%
-$7,137.99 
LEN Lennar Corporation
-3.52%
-$38,868.39 
MRVL Marvell Technology, Inc.
-3.46%
-$64,885.49 
GDX VanEck Gold Miners ETF
-3.44%
-$9,473.4 
FSS Federal Signal Corp.
-3.41%
-$24,128 
AMD Advanced Micro Devices, Inc.
-3.36%
-$237,687.07 
SLS Sellas Life Sciences Group Inc.
-3.3%
-$21,832.52 
AMAT Applied Materials, Inc.
-3.19%
-$146,913.75 
GLW Corning Incorporated
-3.15%
-$35,040.69 
KLAC KLA Corporation
-3.13%
-$19,865.56 
NODE VanEck Onchain Economy ETF
-3.09%
-$6,877.59 
P Everpure Inc.
-2.99%
-$12,243.8 
RHI Robert Half Inc.
-2.96%
-$7,541.1 
GEV GE Vernova Inc.
-2.9%
-$31,769.62 
HAL Halliburton Company
-2.87%
-$7,745.74 
BX Blackstone Inc.
-2.86%
-$54,006.22 
MX Magnachip Semiconductor Corporation
-2.78%
-$1,275 
Z Zillow Group Inc.
-2.77%
-$32,315.01 
SOXX iShares Semiconductor ETF
-2.77%
-$31,059.22 
CEG Constellation Energy Corporation
-2.71%
-$15,264.15 
CAG Conagra Brands Inc.
-2.65%
-$23,598.05 
VSOL VanEck Solana ETF
-2.61%
-$3,957.64 
STX Seagate Technology Holdings plc
-2.58%
-$54,515.85 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.49%
-$8,750 
IBM International Business Machines Corporation
-2.46%
-$56,026.4 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$14,753.47 
SMH VanEck Semiconductor ETF
-2.44%
-$112,570.35 
RSSX Return Stacked U.S. Stocks & Bonds ETF
-2.36%
-$24,505.49 
NVDA NVIDIA Corporation
-2.36%
-$1.31M 
NDAQ Nasdaq, Inc.
-2.35%
-$6,694.09 
MAA Mid-America Apartment Communities, Inc.
-2.35%
-$5,713.89 
AMGN Amgen Inc.
-2.28%
-$40,788.23 
MYO Myomo Inc.
-2.26%
-$633.6 
ADUR Aduro Clean Technologies Inc.
-2.19%
-$2,900 
GLNK Grayscale Chainlink Trust
-2.18%
-$18,805.49 
PLTR Palantir Technologies Inc.
-2.18%
-$99,083.88 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$36,280.64 
CF CF Industries Holdings, Inc.
-2.16%
-$8,898.28 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$10,698.66 
GPZ VanEck Alternative Asset Manager ETF
-2.15%
-$24,089.95 
QLD ProShares Ultra QQQ
-2.14%
-$8,393 
PHM PulteGroup Inc.
-2.14%
-$9,679.94 
DHR Danaher Corporation
-2.11%
-$10,604.92 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.05%
-$93,987.6 
ES Eversource Energy
-2.04%
-$21,221.28 
ANET Arista Networks, Inc.
-2.03%
-$58,580.62 
NEM Newmont Corporation
-2.01%
-$9,958.59 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$49,119.37 
HWM Howmet Aerospace Inc.
-2%
-$47,620.54 
AVEM Avantis Emerging Markets Equity ETF
-1.96%
-$16,782.77 
SYK Stryker Corporation
-1.96%
-$13,943.96 
MRK Merck & Co., Inc.
-1.91%
-$82,872.52 
SPGI S&P Global Inc.
-1.88%
-$3,893.6 
BDX Becton, Dickinson and Company
-1.87%
-$10,231.32 
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.84%
-$31,387.34 
CSCO Cisco Systems, Inc.
-1.83%
-$72,544 
SLB Schlumberger Limited
-1.82%
-$4,804.8 
CPAI Counterpoint Quantitative Equity ETF
-1.81%
-$32,234.9 
PHYS Sprott Physical Gold Trust
-1.8%
-$5,157 
COF Capital One Financial Corporation
-1.79%
-$7,558.85 
ABT Abbott Laboratories
-1.77%
-$14,956.26 
RKLB Rocket Lab Corporation
-1.76%
-$7,812.18 
OUNZ VanEck Merk Gold Trust
-1.75%
-$51,323.44 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$4,034.08 
GLD SPDR Gold Shares
-1.73%
-$50,550.52 
CCI Crown Castle Inc.
-1.73%
-$8,011.9 
MPC Marathon Petroleum Corporation
-1.73%
-$17,601.9 
DOUG Douglas Elliman Inc.
-1.71%
-$300 
AVES Avantis Emerging Markets Value ETF
-1.7%
-$23,066.69 
CAH Cardinal Health Inc.
-1.69%
-$30,068.81 
HOOD Robinhood Markets, Inc.
-1.69%
-$9,808.5 
RBC RBC Bearings Incorporated
-1.69%
-$6,617.1 
RPG Invesco S&P 500 Pure Growth ETF
-1.66%
-$15,712.05 
IGLD FT Vest Gold Strategy Target Fund
-1.64%
-$3,881.5 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$26,755.28 
PH Parker-Hannifin Corporation
-1.56%
-$40,666.08 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$5,791.39 
HD The Home Depot, Inc.
-1.53%
-$63,703.08 
IXN iShares Global Tech ETF
-1.53%
-$30,119.11 
STLD Steel Dynamics Inc.
-1.5%
-$8,183.87 
QTUM Defiance Quantum ETF
-1.49%
-$29,044.4 
MCO Moody's Corporation
-1.48%
-$10,389.98 
ETN Eaton Corporation plc
-1.46%
-$12,650.55 
KMI Kinder Morgan, Inc.
-1.45%
-$17,867.4 
HODL VanEck Bitcoin ETF
-1.45%
-$17,076.16 
META Meta Platforms Inc Class A
-1.42%
-$138,625.9 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$47,213.99 
UGI UGI Corporation
-1.4%
-$3,499.74 
GNK Genco Shipping & Trading Limited
-1.4%
-$5,189.28 
IBIT iShares Bitcoin Trust
-1.4%
-$6,100.8 
NOK Nokia Corporation Sponsored ADR
-1.39%
-$1,591.2 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$187,131.78 
APH Amphenol Corporation
-1.38%
-$43,639.68 
PWR Quanta Services Inc.
-1.36%
-$3,965.66 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$9,069.11 
IXUS iShares Core International Stock ETF
-1.35%
-$2,856.18 
CHD Church & Dwight Co., Inc.
-1.34%
-$13,113.59 
CAT Caterpillar Inc.
-1.33%
-$83,217.72 
ETR Entergy Corporation
-1.32%
-$4,700.94 
EMR Emerson Electric Co.
-1.29%
-$7,422.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$46,357.43 
DTE DTE Energy Company
-1.26%
-$2,992.8 
MCK McKesson Corporation
-1.25%
-$21,104.32 
GLPI Gaming and Leisure Properties, Inc.
-1.25%
-$3,505.32 
DG Dollar General Corporation
-1.24%
-$7,652.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$6,725.7 
MS Morgan Stanley
-1.23%
-$18,041.27 
EYLD Cambria Emerging Shareholder Yield Fund
-1.23%
-$6,243.48 
UNH UnitedHealth Group Incorporated
-1.22%
-$26,433.59 
VRTX Vertex Pharmaceuticals Incorporated
-1.22%
-$8,624.16 
FNF Fidelity National Financial, Inc.
-1.21%
-$5,275.8 
IGM iShares Expanded Tech Sector ETF
-1.21%
-$21,681.81 
EIX Edison International
-1.2%
-$5,373.03 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$4,381.87 
ABNB Airbnb, Inc.
-1.17%
-$9,995.04 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$2,425.01 
AVGE FRCL 3 2022Q3 Hb Float
-1.15%
-$5,155.12 
ULTA Ulta Beauty Inc.
-1.15%
-$4,759.72 
ON ON Semiconductor Corporation
-1.14%
-$2,020.95 
TSLA Tesla, Inc.
-1.13%
-$116,529.92 
EWC iShares MSCI Canada ETF
-1.13%
-$2,520.57 
DFMC DFA U.S. Micro Cap Portfolio ETF
-1.13%
-$2,490.19 
TGT Target Corporation
-1.12%
-$8,165.01 
NCDL Nuveen Churchill Direct Lending Corp.
-1.11%
-$5,921.37 
RSSB Return Stacked Global Stocks & Bonds ETF
-1.11%
-$30,046.82 
VXF Vanguard Extended Market ETF
-1.1%
-$6,507.37 
GWX SPDR S&P International Small Cap ETF
-1.09%
-$3,663.84 
LIN Linde plc
-1.09%
-$11,844.41 
ROK Rockwell Automation, Inc.
-1.08%
-$2,442.6 
QQQM Invesco NASDAQ 100 ETF
-1.07%
-$8,001.08 
PFXF VanEck Preferred Securities ex Financials ETF
-1.06%
-$5,227.85 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$90,863.4 
CGW Invesco S&P Global Water Index ETF
-1.06%
-$2,216.79 
TXN Texas Instruments Inc
-1.06%
-$18,052.09 
SLDE Slide Insurance Holdings, Inc.
-1.05%
-$3,979.3 
VPU Vanguard Utilities ETF
-1.05%
-$2,199.6 
ADI Analog Devices, Inc.
-1.05%
-$10,631.08 
VB Vanguard Small-Cap ETF
-1.04%
-$2,876.15 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$20,659.39 
VGT Vanguard Information Technology ETF
-1.03%
-$15,562 
BMY Bristol-Myers Squibb Company
-1.02%
-$5,450.94 
LMB Limbach Holdings Inc.
-1.02%
-$1,500 
XEL Xcel Energy Inc.
-1.02%
-$12,460.5 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.02%
-$2,329.8 
LOW Lowe's Companies Inc.
-1.01%
-$6,824.84 
GBDC Golub Capital BDC, Inc.
-1.01%
-$7,985.9 
AVGO Broadcom Inc.
-1.01%
-$116,533.51 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$32,937.45 
IWM iShares Russell 2000 ETF
-1%
-$53,250.27 
SHW The Sherwin-Williams Company
-1%
-$2,233.89 
VTWO Vanguard Russell 2000 ETF
-1%
-$3,981.51 
FERG Ferguson Enterprises Inc
-0.99%
-$7,631.13 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.99%
-$2,245.34 
PPL PPL Corporation
-0.98%
-$3,192.6 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$39,349.2 
IYW iShares U.S. Technology ETF
-0.98%
-$6,009.04 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.98%
-$920.6 
YOU Clear Secure Inc.
-0.97%
-$8,847.3 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$23,049.11 
AEP American Electric Power Company, Inc.
-0.96%
-$17,828.4 
DFSI Dimensional International Sustainability Core 1 ETF
-0.96%
-$3,066.25 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$1,844.59 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$62,707.91 
NUE Nucor Corporation
-0.94%
-$5,897.57 
OKTA Okta Inc.
-0.94%
-$10,767.78 
MMM 3M Company
-0.94%
-$12,288.32 
PLD Prologis Inc.
-0.93%
-$15,076.27 
FDN First Trust Dow Jones Internet Index Fund
-0.93%
-$4,062.86 
XAR SPDR S&P Aerospace & Defense ETF
-0.93%
-$13,224.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$3,097.39 
AVDE Avantis International Equity ETF
-0.92%
-$45,512.5 
IHE iShares U.S. Pharmaceuticals ETF
-0.92%
-$44,679.91 
VLO Valero Energy Corporation
-0.91%
-$7,721.27 
VO Vanguard Mid-Cap ETF
-0.91%
-$2,931.88 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$3,626 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$125,161.2 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.9%
-$3,745.95 
YUM Yum! Brands, Inc.
-0.9%
-$5,855.53 
BALL Ball Corp.
-0.9%
-$5,213.7 
TXT Textron Inc.
-0.89%
-$1,789.2 
DFIC Dimensional International Core Equity Market ETF
-0.89%
-$26,280.37 
INOV Innovator International Developed Power Buffer ETF – November
-0.89%
-$1,960.9 
RAAX VanEck Real Assets ETF
-0.88%
-$30,414.37 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.88%
-$9,374.94 
GS The Goldman Sachs Group, Inc.
-0.88%
-$19,508.32 
BLK BlackRock, Inc.
-0.87%
-$18,131.01 
VNQ Vanguard Real Estate ETF
-0.86%
-$2,391.94 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$22,993.62 
XT iShares Future Exponential Technologies ETF
-0.86%
-$3,992.8 
CNR Core Natural Resources, Inc.
-0.85%
-$6,434.5 
CMI Cummins Inc.
-0.85%
-$8,816.42 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$23,998.38 
DUK Duke Energy Corporation
-0.85%
-$5,916.3 
ACWI iShares MSCI ACWI ETF
-0.85%
-$5,926.88 
OMF OneMain Holdings Inc.
-0.85%
-$2,175.12 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$3,438.42 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.84%
-$2,702.56 
LHX L3Harris Technologies, Inc.
-0.84%
-$6,858.6 
DUHP Dimensional US High Profitability ETF
-0.84%
-$22,174.25 
EFA iShares MSCI EAFE ETF
-0.83%
-$3,146.15 
PSX Phillips 66
-0.83%
-$7,129.35 
SBUX Starbucks Corporation
-0.82%
-$2,759.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$5,093.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$2,191.2 
CTAS Cintas Corporation
-0.8%
-$4,236.8 
TRUT VanEck Technology TruSector ETF
-0.8%
-$13,475.15 
FWRG First Watch Restaurant Group, Inc.
-0.8%
-$5,248.08 
NWE NorthWestern Energy Group, Inc.
-0.79%
-$4,658.08 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$33,699.6 
DFCF Dimensional Core Fixed Income ETF
-0.78%
-$41,341.76 
CAIE Calamos Autocallable Income ETF
-0.77%
-$3,170.32 
GUT The Gabelli Utility Trust
-0.76%
-$2,061.95 
LAMR Lamar Advertising Company
-0.76%
-$6,242.12 
WM Waste Management, Inc.
-0.75%
-$3,913.63 
ZM Zoom Video Communications, Inc.
-0.75%
-$21,011.76 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.74%
-$2,215.29 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.74%
-$13,635.09 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$1,930.38 
EME EMCOR Group, Inc.
-0.74%
-$13,060.44 
MUB iShares National Muni Bond ETF
-0.73%
-$2,561.2 
MGV Vanguard Mega Cap Value ETF
-0.73%
-$6,298.56 
COR Cencora, Inc.
-0.73%
-$9,582.5 
VTV Vanguard Value ETF
-0.72%
-$5,671.62 
BA Boeing Company
-0.72%
-$3,657.95 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.72%
-$2,649.96 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.72%
-$31,798.8 
WU Western Union Co.
-0.72%
-$1,566.45 
DISV Dimensional International Small Cap Equity Fund
-0.72%
-$3,824 
DFGP Dimensional Global Core Fixed Income Fund
-0.72%
-$8,337.96 
MAR Marriott International Inc. - Class A
-0.71%
-$8,982.23 
FTCB First Trust Core Investment Grade ETF
-0.71%
-$14,867.43 
NTSX WisdomTree U.S. Efficient Core Fund
-0.71%
-$5,859 
CMS CMS Energy Corporation
-0.7%
-$2,906.88 
MSMR M/S Managed Risk ETF
-0.7%
-$70,472.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$2,186.88 
ED Consolidated Edison, Inc.
-0.7%
-$1,383 
BXSL Blackstone Secured Lending Fund
-0.7%
-$2,021.47 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$1,890.97 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.69%
-$2,069.2 
VHT Vanguard Health Care ETF
-0.69%
-$3,710.88 
IWN iShares Russell 2000 Value ETF
-0.68%
-$4,560 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$1,372.4 
DAL Delta Air Lines, Inc.
-0.68%
-$7,864.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$2,322.75 
OBDC Blue Owl Capital Corporation
-0.67%
-$1,918.35 
ORLY O'Reilly Automotive Inc.
-0.66%
-$3,162.93 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$18,423.9 
SO The Southern Company
-0.66%
-$13,745.42 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$12,781.18 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.65%
-$1,412.57 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$2,474.71 
RSG Republic Services, Inc.
-0.64%
-$13,476.32 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$11,877 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.64%
-$5,234.09 
IVSS Applied Finance IVS US SMID ETF
-0.64%
-$4,935.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.63%
-$2,166.84 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$5,671.78 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$69,089.21 
VONE Vanguard Russell 1000 ETF
-0.63%
-$6,698.79 
APLU Allspring Core Plus ETF
-0.62%
-$13,806.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$34,211.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$16,635.53 
AVUS Avantis U.S. Equity ETF
-0.61%
-$8,407.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$21,837.57 
ARW Arrow Electronics Inc.
-0.6%
-$5,167.74 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$4,900.35 
VOO Vanguard S&P 500 ETF
-0.6%
-$23,742.4 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$2,839.37 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$182,455.62 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.59%
-$2,409.28 
IVV iShares Core S&P 500 ETF
-0.59%
-$11,044.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$7,428.48 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$3,184.94 
UAL United Airlines Holdings, Inc.
-0.59%
-$1,072.89 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$2,546.44 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$1,286.31 
EWJ iShares MSCI Japan ETF
-0.58%
-$2,386.16 
NI NiSource Inc.
-0.58%
-$1,617.12 
PNW Pinnacle West Capital Corporation
-0.58%
-$2,810.64 
OVV Ovintiv Inc.
-0.57%
-$2,128.24 
FTCE First Trust New Constructs Core Earnings Leaders ETF
-0.57%
-$11,584.08 
GILD Gilead Sciences Inc.
-0.57%
-$8,579.52 
BNDX Vanguard Total International Bond ETF
-0.57%
-$2,683.8 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$33,852.9 
XLE Energy Select Sector SPDR Fund
-0.57%
-$2,618.12 
HUBB Hubbell Inc.
-0.56%
-$2,773.03 
WPC W. P. Carey Inc.
-0.56%
-$2,765.49 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$3,478.02 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$8,528.4 
ONDS Ondas Holdings Inc.
-0.55%
-$430.64 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.55%
-$1,462.88 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.55%
-$1,006.4 
DNP DNP Select Income Fund Inc.
-0.54%
-$3,395.84 
GPIX S&P 500 Core Premium Income Fund
-0.54%
-$1,695 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$1,295.8 
OHI Omega Healthcare Investors Inc.
-0.53%
-$1,099.25 
DSMC Distillate Small/Mid Cash Flow ETF
-0.53%
-$2,281.6 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$2,166.88 
MGA Magna International Inc.
-0.52%
-$6,156.04 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.52%
-$3,872.51 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.52%
-$19,839.51 
MGC Vanguard Mega Cap ETF
-0.51%
-$3,087.39 
SDY SPDR S&P Dividend ETF
-0.51%
-$1,367.34 
PFE Pfizer Inc.
-0.5%
-$8,332.8 
SCYB Schwab High Yield Bond ETF
-0.5%
-$3,516.63 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$24,789.6 
VUG Vanguard Growth ETF
-0.5%
-$16,353.48 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$3,657.08 
ORR Militia Long/Short Equity ETF
-0.49%
-$9,228.87 
CVX Chevron Corporation
-0.48%
-$26,261.91 
DFIV Dimensional International Value ETF
-0.48%
-$1,062.04 
BUFQ FT Nasdaq Buffer ETF July.
-0.48%
-$1,939.14 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.47%
-$1,136.64 
HYTR Counterpoint High Yield ETF
-0.47%
-$6,301.3 
IJUL Innovator International Developed Power Buffer ETF
-0.46%
-$988.39 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$2,943 
PFM Invesco Dividend Achievers ETF
-0.45%
-$1,513.73 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$3,300.57 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.45%
-$1,327.79 
JNK SPDR Bloomberg High Yield Bond ETF
-0.44%
-$1,084.4 
CRM Salesforce Inc
-0.43%
-$1,571.98 
BANX ArrowMark Financial Corp.
-0.43%
-$1,024.92 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
-0.42%
-$903.08 
HYLS FT Tactical High Yield ETF
-0.42%
-$1,510.79 
DINO HF Sinclair Corporation
-0.42%
-$2,000.7 
HAPI Harbor Human Capital Factor US Large Cap ETF
-0.41%
-$873.62 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.41%
-$11,092.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$955.92 
LMBS First Trust Low Duration Opportunities ETF
-0.41%
-$1,583 
GE General Electric Company
-0.4%
-$11,556.91 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$2,379.5 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$2,555.47 
MA Mastercard Incorporated
-0.39%
-$10,264.53 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$8,661.85 
AJG Arthur J. Gallagher & Co.
-0.38%
-$3,402.16 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.37%
-$1,052.1 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.36%
-$2,451.86 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.36%
-$4,093.64 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
-0.35%
-$1,112.35 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.35%
-$5,728.84 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$1,696.32 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$932 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$3,023.72 
AXP American Express Company
-0.33%
-$6,406.03 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$1,053.86 
JPM JPMorgan Chase & Co.
-0.33%
-$44,922.16 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$3,329.48 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$808.44 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$772.74 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$892.75 
FDVV Fidelity High Dividend ETF
-0.32%
-$1,949.8 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.32%
-$3,192.22 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$1,796.54 
LYB LyondellBasell Industries N.V.
-0.31%
-$1,039.2 
XLF Financial Select Sector SPDR Fund
-0.31%
-$1,353.63 
AWK American Water Works Company, Inc.
-0.31%
-$950.73 
UAUG Innovator U.S. Equity Ultra Fund
-0.3%
-$1,041.69 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.3%
-$3,047.24 
MDT Medtronic plc
-0.29%
-$2,274.21 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.29%
-$681.31 
CGNX Cognex Corporation
-0.29%
-$547.92 
VSLU Applied Finance Valuation Large Cap ETF
-0.29%
-$4,882.22 
RCL Royal Caribbean Group
-0.29%
-$2,700 
IWD iShares Russell 1000 Value ETF
-0.28%
-$3,421.27 
JPIE JPMorgan Income ETF
-0.28%
-$3,981.12 
VONV Vanguard Russell 1000 Value Index Fund
-0.28%
-$5,565.1 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.27%
-$618.13 
PSFF Pacer Swan SOS Fund of Funds
-0.27%
-$582.54 
BFEB Innovator U.S. Equity Buffer ETF
-0.27%
-$870 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
-0.27%
-$741.22 
JNJ Johnson & Johnson
-0.27%
-$22,989.8 
RWL Invesco S&P 500 Revenue ETF
-0.26%
-$1,835.75 
USEP Innovator U.S. Equity Ultra ETF
-0.26%
-$531.74 
PVAL Putnam Focused Large Cap Value ETF
-0.26%
-$2,368.94 
WFC Wells Fargo & Company
-0.25%
-$3,325.5 
CLSE Convergence Long/Short Equity Fund
-0.25%
-$10,826.96 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$6,805.4 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.24%
-$2,412.43 
HLT Hilton Worldwide Holdings Inc.
-0.24%
-$3,073.3 
NEE NextEra Energy, Inc.
-0.23%
-$1,859.34 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.23%
-$528.01 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.22%
-$3,347.59 
SUB iShares Short-Term National Muni Bond ETF
-0.22%
-$1,426.69 
KMB Kimberly-Clark Corporation
-0.2%
-$553 
HYBL SPDR Blackstone High Income Fund
-0.2%
-$489.72 
BALT Inn Defined Wealth Shield Mutual Fund
-0.19%
-$608.66 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
-0.18%
-$768.39 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.18%
-$2,299.88 
MCD McDonald's Corporation
-0.18%
-$4,142.51 
TROW T. Rowe Price Group, Inc.
-0.18%
-$820.04 
AMZN Amazon.com Inc
-0.17%
-$28,228.44 
GCOW Pacer Global Cash Cows Dividend ETF
-0.17%
-$674.48 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.17%
-$812.36 
GNL Global Net Lease, Inc.
-0.17%
-$160.35 
CL Colgate-Palmolive Company
-0.16%
-$418.32 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$429.76 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.16%
-$16,644.63 
NJUL Innovator Growth 100 Power Buffer ETF
-0.15%
-$661.32 
BAC Bank of America Corporation
-0.15%
-$5,140.16 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$999.46 
SHOP Shopify Inc.
-0.15%
-$693.12 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
-0.15%
-$509.48 
JBBB Janus Henderson B-BBB CLO ETF
-0.15%
-$762.58 
LLY Eli Lilly and Company
-0.13%
-$8,436.81 
DVY iShares Select Dividend ETF
-0.12%
-$248.33 
UJAN Innovator U.S. Equity Ultra Fund
-0.12%
-$1,364.65 
JULH Innovation Premium Inc. 2020 Barrier - July
-0.12%
-$346 
OKE ONEOK, Inc.
-0.1%
-$451.6 
MLM Martin Marietta Materials, Inc.
-0.1%
-$983.79 
TMUS T-Mobile US, Inc.
-0.1%
-$801.36 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.1%
-$1,760.47 
DOC Healthpeak Properties, Inc.
-0.1%
-$312.62 
UAPR Innovator U.S. Equity Ultra ETF
-0.1%
-$213.5 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$467.46 
STLA Stellantis N.V.
-0.1%
-$98.77 
CVS CVS Health Corporation
-0.08%
-$381.07 
WMT Walmart Inc.
-0.08%
-$4,713.2 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
-0.08%
-$185.72 
WELL Welltower Inc.
-0.06%
-$270.9 
GSY Invesco Ultra Short Duration ETF
-0.06%
-$440.16 
PSQO Palmer Square Credit Opportunities ETF
-0.05%
-$770.39 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$1,162.06 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.04%
-$451.8 
PEP PepsiCo, Inc.
-0.04%
-$1,570.03 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$198.5 
V Visa Inc. Class A
-0.03%
-$1,037.76 
FTSM First Trust Enhanced Short Maturity Fund
-0.03%
-$11,511.74 
JAJL Innovator EDP ETF - 6M January/July
-0.03%
-$67.47 
COST Costco Wholesale Corporation
-0.02%
-$779.68 
KEY KeyCorp
-0.02%
-$90.81 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$233.25 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$53 
TBLL Invesco Short Term Treasury ETF
-0.01%
-$49.1 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$47.81 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 7637 | Longs Won 4874/7637 63% | Profit Factor 4.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $206,746.41 |
| Average Win $65,866.21 | Best Trade (Sep 04) $8.15M | Sharpe Ratio -11.81 |
| Average Loss -$23,498.07 | Worst Trade (Jun 30) -$5.38M | Z-Score 11.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $33,441.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 132,815 | $25.84M | $43.38M | - | $17.54M | 67.89% | +3.585% |
| ABBV AbbVie Inc. | 20,888 | $3.83M | $5.33M | - | $1.5M | 39.18% | +1.624% |
| ABNB Airbnb, Inc. | 5,048 | $637,461.44 | $846,297.2 | - | $208,835.76 | 32.76% | -1.167% |
| ABT Abbott Laboratories | 8,041 | $863,859.43 | $831,198.17 | - | -$32,661.26 | -3.78% | -1.768% |
| ACGL Arch Capital Group Ltd | 12,540 | $1.2M | $1.21M | - | $3,511.2 | 0.29% | +0.088% |
| ACN Accenture plc Class A | 2,353 | $696,192.92 | $418,692.82 | - | -$277,500.1 | -39.86% | +1.217% |
| ACWI iShares MSCI ACWI ETF | 4,358 | $481,235.81 | $692,006.82 | - | $210,771.01 | 43.8% | -0.849% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 23,373 | $482,418.72 | $483,587.37 | - | $1,168.65 | 0.24% | -0.097% |
| ADI Analog Devices, Inc. | 2,783 | $627,443.33 | $1.01M | - | $377,915.42 | 60.23% | -1.046% |
| ADM Archer-Daniels-Midland Co | 3,942 | $287,260.01 | $342,559.8 | - | $55,299.79 | 19.25% | +0.404% |
| ADP Automatic Data Processing Inc. | 2,169 | $525,276.7 | $579,990.6 | - | $54,713.9 | 10.42% | +0.822% |
| ADUR Aduro Clean Technologies Inc. | 10,000 | $157,600 | $129,700 | - | -$27,900 | -17.7% | -2.187% |
| AEP American Electric Power Company, Inc. | 14,857 | $1.54M | $1.83M | - | $290,125.48 | 18.79% | -0.963% |
| AGG iShares Core U.S. Aggregate Bond ETF | 113,261 | $11.21M | $10.88M | - | -$329,634.74 | -2.94% | -0.631% |
| AHR American Healthcare REIT, Inc. | 10,051 | $285,649.42 | $543,457.57 | - | $257,808.15 | 90.25% | +0.558% |
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 9,286 | $243,627.5 | $245,243.26 | - | $1,615.76 | 0.66% | -0.076% |
| AIQ Global X Artificial Intelligence & Technology ETF | 25,976 | $1.38M | $1.64M | - | $255,092.87 | 18.44% | -1.607% |
| AIZ Assurant Inc. | 5,487 | $1.17M | $1.54M | - | $371,552.2 | 31.76% | +0.178% |
| AJG Arthur J. Gallagher & Co. | 3,698 | $780,543.89 | $899,945.28 | - | $119,401.39 | 15.3% | -0.377% |
| AMAT Applied Materials, Inc. | 9,827 | $2.84M | $4.46M | - | $1.62M | 57.24% | -3.189% |
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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 Global X 1-3 Month T-Bill ETF - $2.23M. 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: Energy Select Sector SPDR Fund - $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 $39.71M earned over time. The largest contributors to dividend income include Global X 1-3 Month T-Bill ETF - $2.28M, Exxon Mobil Corporation - $1.08M, WisdomTree Bloomberg U.S. Dollar Bullish Fund - $895,696.8, Altria Group, Inc - $888,413.16, and Procter & Gamble Co - $884,193.23. 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.
