James Rankin Portfolio
Invests via Modern Wealth Management, LLC | Managed by James Rankin
Invests via Modern Wealth Management, LLC
Managed by James Rankin
Automatically Tracked
James Rankin Profile
Veteran corporate executive and investor focused on technology and growth-stage opportunities. James Rankin has led operating teams and investor relations at public and private companies, with experience in strategic finance, M&A execution and scaling SaaS businesses. Active as an angel and advisor, he mobilizes capital toward revenue-driven models and operational improvement. Market-facing profile emphasizes governance, capital allocation and exit readiness for investors and acquirers.
Veteran corporate executive and investor focused on technology and growth-stage opportunities. James Rankin has led operating teams and investor relations at public and private companies, with experience in strategic finance, M&A execution and scaling SaaS businesses. Active as an angel and advisor, he mobilizes capital toward revenue-driven models and operational improvement. Market-facing profile emphasizes governance, capital allocation and exit readiness for investors and acquirers.
Investment Philosophy & Strategy
Seasoned operator-investor who prioritizes revenue-driven, operationally-led value creation in growth-stage technology and SaaS businesses. Investment decisions emphasize durable unit economics, repeatable sales motion, and clear path to margin expansion; capital is deployed to accelerate customer acquisition, product-market fit, and scalable go-to-market. Prefers equity stakes with board or advisor roles to drive governance, disciplined capital allocation, M&A optionality, and exit-readiness over a 3–7 year horizon.
Seasoned operator-investor who prioritizes revenue-driven, operationally-led value creation in growth-stage technology and SaaS businesses. Investment decisions emphasize durable unit economics, repeatable sales motion, and clear path to margin expansion; capital is deployed to accelerate customer acquisition, product-market fit, and scalable go-to-market. Prefers equity stakes with board or advisor roles to drive governance, disciplined capital allocation, M&A optionality, and exit-readiness over a 3–7 year horizon.
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:
78.37%
Gain +0.76%
Monthly
1.74%
Yearly
23.06%
Drawdown
25.4%
$8.42B
Equity
Holdings
$8.42B
Investment
$7.51B
$1.17B
Profit +$30.61M
Realized
$248.84M
Unrealized
$923.91M
Dividends
$216.59M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$30.61M
Win %
64%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$32.36M
Win %
64%
This Month
Compared to last month
Gain
1%
Profit
$83.04M
Win %
64%
This Year
Compared to last year
Gain
0.98%
Profit
$81.8M
Win %
65%
BAFN BayFirst Financial Corp.
+10.67%
+$15,490.16 
OPEN Opendoor Technologies Inc.
+9.55%
+$4,208.31 
COMP Compass Inc.
+8.96%
+$10,661.08 
CRCL Circle Internet Group, Inc.
+8.56%
+$23,453.64 
POOL Pool Corporation
+8.14%
+$13,912.47 
URG Ur-Energy Inc.
+8.04%
+$1,022.98 
BRRWW Columbus Circle Capital Corp I Warrant
+7.21%
+$6,206.4 
RSKD Riskified Ltd.
+6.62%
+$7,624.82 
CAVA Cava Group Inc.
+6.46%
+$12,134.52 
INTU Intuit Inc.
+6.26%
+$25,770.34 
EXPE Expedia Group, Inc.
+6.25%
+$20,787.8 
AJG Arthur J. Gallagher & Co.
+5.77%
+$19,930.87 
AGNT eXp World Holdings Inc.
+5.76%
+$2,293.19 
INFY Infosys Limited
+5.75%
+$9,273.66 
RYAN Ryan Specialty Holdings Inc.
+5.66%
+$15,002.7 
ESLT Elbit Systems Ltd.
+5.51%
+$13,051.87 
APP AppLovin Corporation Class A Common Stock
+5.5%
+$20,512.35 
NOW ServiceNow, Inc.
+5.47%
+$20,071.41 
ADSK Autodesk, Inc.
+5.46%
+$19,813.4 
MRSH Marsh & McLennan Companies, Inc.
+5.35%
+$15,738.4 
FICO Fair Isaac Corporation
+5.32%
+$64,412.19 
EBAY eBay Inc.
+5.12%
+$36,676.08 
ACN Accenture plc Class A
+5.05%
+$35,175.67 
HONA Honeywell Aerospace Inc.
+5.03%
+$492,387.34 
PLNT Planet Fitness Inc.
+5.02%
+$10,807.09 
BBY Best Buy Co., Inc.
+5.01%
+$28,951.07 
BRO Brown & Brown Inc.
+4.97%
+$10,271.8 
ADAM Adamas Trust, Inc.
+4.93%
+$4,271.98 
FDS FactSet Research Systems Inc.
+4.77%
+$22,540.42 
ABTC Gryphon Digital Mining, Inc
+4.69%
+$366.16 
DECK Deckers Outdoor Corporation
+4.69%
+$7,960.36 
BRBR BellRing Brands Inc.
+4.5%
+$6,865.95 
LLY Eli Lilly and Company
+4.49%
+$951,523.62 
WTW Willis Towers Watson Public Limited Company
+4.45%
+$15,878.42 
BMNR Bitmine Immersion Technologies, Inc.
+4.4%
+$27,713.42 
HLT Hilton Worldwide Holdings Inc.
+4.4%
+$10,404.03 
EXP Eagle Materials Inc.
+4.34%
+$9,649.49 
SWIM Latham Group, Inc.
+4.33%
+$5,534.88 
ADT ADT Inc.
+4.32%
+$8,099.7 
NXE NexGen Energy Ltd.
+4.27%
+$4,608.16 
AON Aon plc
+4.25%
+$52,637.34 
VRSK Verisk Analytics Inc.
+4.22%
+$14,028.42 
MCO Moody's Corporation
+4.21%
+$11,076 
MSTR Strategy Inc.
+4.2%
+$50,585.98 
FBRT Franklin BSP Realty Trust Inc.
+4.15%
+$5,197 
ADBE Adobe Inc.
+4.11%
+$33,650.13 
BLK BlackRock, Inc.
+4.1%
+$85,032.59 
AZO AutoZone Inc.
+4.09%
+$75,798.4 
KMB Kimberly-Clark Corporation
+4.08%
+$21,477.4 
JBI Janus International Group, Inc.
+4.02%
+$1,811.2 
WCN Waste Connections Inc.
+4%
+$39,375.56 
ASM Avino Silver & Gold Mines Ltd.
+4%
+$2,237.62 
OPRT Oportun Financial Corp.
+3.99%
+$5,600 
LOW Lowe's Companies Inc.
+3.98%
+$33,562.5 
MAR Marriott International Inc. - Class A
+3.94%
+$72,073.66 
SYK Stryker Corporation
+3.89%
+$60,312.88 
CRM Salesforce Inc
+3.88%
+$127,809.48 
SPGI S&P Global Inc.
+3.88%
+$26,565.5 
ARGX argenx SE American Depositary Receipt
+3.88%
+$35,569.34 
ASTS AST SpaceMobile, Inc.
+3.84%
+$4,171.5 
GILD Gilead Sciences Inc.
+3.83%
+$84,554.54 
BKNG Booking Holdings Inc.
+3.82%
+$17,910.41 
SHW The Sherwin-Williams Company
+3.79%
+$20,089.9 
RLI RLI Corp.
+3.77%
+$10,253.25 
VTRS Viatris Inc.
+3.73%
+$9,964.5 
UNH UnitedHealth Group Incorporated
+3.69%
+$97,400.74 
BR Broadridge Financial Solutions, Inc.
+3.67%
+$86,198.78 
TPR Tapestry Inc.
+3.67%
+$9,776.65 
DKS Dick's Sporting Goods, Inc.
+3.63%
+$5,576.33 
HD The Home Depot, Inc.
+3.61%
+$236,956.94 
AUR Aurora Innovation, Inc.
+3.56%
+$3,020.76 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
+3.51%
+$3,393.3 
AMGN Amgen Inc.
+3.5%
+$151,305.35 
PAYX Paychex Inc.
+3.49%
+$77,834.74 
PSO Pearson plc Sponsored ADR
+3.47%
+$6,327.6 
CRH CRH plc
+3.45%
+$6,568.38 
AKRE Akre Focus ETF
+3.43%
+$23,198.86 
VMC Vulcan Materials Company
+3.39%
+$40,417.83 
NVO Novo Nordisk A/S Sponsored ADR
+3.36%
+$14,617.6 
GEHC GE HealthCare Technologies Inc.
+3.33%
+$7,834.08 
SYF Synchrony Financial
+3.32%
+$14,056.28 
PDM Piedmont Office Realty Trust Inc.
+3.3%
+$11,939.3 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+3.29%
+$6,600.62 
GIS General Mills, Inc.
+3.29%
+$10,450.83 
TMO Thermo Fisher Scientific Inc.
+3.26%
+$133,204.05 
MQY BlackRock MuniYield Quality Fund, Inc.
+3.26%
+$9,992.33 
NFLX Netflix, Inc.
+3.26%
+$117,907.2 
PHM PulteGroup Inc.
+3.25%
+$7,415.95 
DHR Danaher Corporation
+3.22%
+$11,156.37 
BNY BlackRock New York Municipal Income Trust
+3.21%
+$16,337.1 
AZN AstraZeneca PLC American Depositary Shares
+3.21%
+$46,394.41 
KVUE Kenvue Inc.
+3.19%
+$14,495.17 
BX Blackstone Inc.
+3.12%
+$57,989.29 
GEN Gen Digital Inc.
+3.11%
+$12,002.8 
BRSP BrightSpire Capital Inc.
+3.11%
+$3,194.47 
FLO Flowers Foods, Inc.
+3.1%
+$2,488.8 
WIT Wipro Limited American Depositary Receipt
+3.05%
+$2,127.29 
SRRK Scholar Rock Holding Corporation
+3.03%
+$7,228.8 
EXEL Exelixis Inc.
+3.01%
+$12,660.82 
ORCL Oracle Corporation
+3%
+$191,374.4 
SBUX Starbucks Corporation
+3%
+$47,093.2 
HLN Haleon Plc - ADR
+3%
+$6,413.35 
BEPC Brookfield Renewable Corporation
+2.98%
+$11,655 
CI The Cigna Group
+2.96%
+$28,513.39 
SJM The J.M. Smucker Company
+2.96%
+$15,217.2 
STWD Starwood Property Trust Inc.
+2.95%
+$29,225.19 
SIRI Sirius XM Holdings Inc.
+2.94%
+$11,352.12 
PSEC Prospect Capital Corporation
+2.91%
+$661.72 
PPG PPG Industries Inc.
+2.9%
+$5,051.65 
BMY Bristol-Myers Squibb Company
+2.88%
+$51,823.47 
ADP Automatic Data Processing Inc.
+2.87%
+$52,019.1 
WM Waste Management, Inc.
+2.85%
+$21,156 
CMCSA Comcast Corp
+2.83%
+$12,720.53 
WSM Williams-Sonoma, Inc.
+2.81%
+$49,724.62 
ROP Roper Technologies Inc.
+2.77%
+$6,247.86 
SLDE Slide Insurance Holdings, Inc.
+2.77%
+$16,238.41 
LW Lamb Weston Holdings, Inc.
+2.71%
+$24,320.38 
RCI Rogers Communications Inc.
+2.71%
+$8,623.44 
MTD Mettler-Toledo International Inc.
+2.69%
+$14,748.26 
URNM Sprott Uranium Miners ETF
+2.68%
+$5,602.36 
LVS Las Vegas Sands Corp.
+2.67%
+$8,994.15 
NVS Novartis AG Sponsored ADR
+2.65%
+$35,661.6 
GRMN Garmin Ltd.
+2.65%
+$26,652.64 
BULL Webull Corporation
+2.64%
+$2,611.2 
WMS Advanced Drainage Systems, Inc.
+2.6%
+$4,280.25 
VRTX Vertex Pharmaceuticals Incorporated
+2.58%
+$19,395.95 
SIVR abrdn Physical Silver Shares ETF
+2.57%
+$27,095.94 
IBB iShares Biotechnology ETF
+2.56%
+$6,272.84 
FBT First Trust NYSE Arca Biotechnology Index Fund
+2.56%
+$271,737.08 
PSA Public Storage Common Stock
+2.55%
+$19,169.37 
GSK GSK plc Sponsored ADR
+2.55%
+$5,272.84 
ZION Zions Bancorporation, National Association
+2.54%
+$7,517.16 
CHKP Check Point Software Technologies Ltd.
+2.54%
+$8,773.14 
SLV iShares Silver Trust
+2.53%
+$27,462.1 
HSY The Hershey Company
+2.53%
+$12,782 
V Visa Inc. Class A
+2.52%
+$259,568.14 
BUD Anheuser-Busch InBev S.A. ADR
+2.52%
+$5,634 
DRI Darden Restaurants, Inc.
+2.51%
+$7,454.64 
ASST Strive, Inc.
+2.49%
+$6,588.49 
NAVI Navient Corporation
+2.48%
+$2,644.08 
GDYN Grid Dynamics Holdings, Inc.
+2.48%
+$2,207.8 
TTEK Tetra Tech, Inc.
+2.47%
+$7,909.07 
IDXX IDEXX Laboratories, Inc.
+2.46%
+$6,637.88 
CASY Casey's General Stores Inc.
+2.45%
+$4,086.38 
KNX Knight-Swift Transportation Holdings Inc.
+2.44%
+$5,464.66 
WFC Wells Fargo & Company
+2.44%
+$68,801.1 
TFC Truist Financial Corporation
+2.44%
+$18,431.55 
NLY Annaly Capital Management, Inc.
+2.42%
+$15,070.88 
QCOM QUALCOMM Incorporated
+2.4%
+$70,452.57 
UBER Uber Technologies, Inc.
+2.4%
+$35,422.74 
COF Capital One Financial Corporation
+2.39%
+$14,568.42 
XLV Health Care Select Sector SPDR Fund
+2.39%
+$33,088.56 
FHN First Horizon Corporation
+2.38%
+$4,725 
NAD Nuveen Quality Municipal Income Fund
+2.34%
+$25,995.67 
NEM Newmont Corporation
+2.34%
+$20,050.02 
FIS Fidelity National Information Services, Inc.
+2.33%
+$4,848.52 
VHT Vanguard Health Care ETF
+2.32%
+$19,191.54 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.3%
+$58,801 
CBOE Cboe Global Markets Inc.
+2.3%
+$7,293.3 
AWI Armstrong World Industries, Inc.
+2.29%
+$10,519.7 
F Ford Motor Company
+2.28%
+$9,890.65 
MEDP Medpace Holdings Inc.
+2.28%
+$7,753.94 
JRI Nuveen Real Asset Income and Growth Fund
+2.27%
+$4,212.34 
DG Dollar General Corporation
+2.25%
+$10,240.35 
FHLC Fidelity MSCI Health Care Index ETF
+2.24%
+$212,546.25 
HTGC Hercules Capital Inc.
+2.23%
+$5,249.06 
PCAR PACCAR Inc.
+2.23%
+$10,095.27 
IBM International Business Machines Corporation
+2.2%
+$145,002.7 
GBCI Glacier Bancorp Inc.
+2.2%
+$94,743.54 
ORA Ormat Technologies Inc.
+2.2%
+$5,629.88 
MA Mastercard Incorporated
+2.19%
+$69,564.05 
BDX Becton, Dickinson and Company
+2.19%
+$9,474.22 
USB U.S. Bancorp
+2.19%
+$48,725.22 
PSLV Sprott Physical Silver Trust
+2.19%
+$4,544.87 
BIIB Biogen Inc.
+2.18%
+$8,255 
CTAS Cintas Corporation
+2.18%
+$8,380.84 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+2.17%
+$19,268.83 
SPG Simon Property Group, Inc.
+2.17%
+$80,524.8 
MNST Monster Beverage Corporation
+2.17%
+$11,652.48 
DIS The Walt Disney Company
+2.17%
+$60,989.48 
TM Toyota Motor Corporation
+2.16%
+$5,093.74 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+2.15%
+$7,624 
YUM Yum! Brands, Inc.
+2.14%
+$5,338 
ARI Apollo Commercial Real Estate Finance Inc.
+2.14%
+$2,459.84 
T AT&T Inc.
+2.13%
+$64,366.53 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+2.12%
+$13,322.4 
HBAN Huntington Bancshares Incorporated
+2.09%
+$10,318.77 
ANIX Anixa Biosciences Inc.
+2.07%
+$1,760 
WSO Watsco Inc.
+2.07%
+$15,280.5 
AXP American Express Company
+2.06%
+$339,550.76 
SAP SAP SE Sponsored ADR
+2.06%
+$25,178.78 
BSX Boston Scientific Corporation
+2.06%
+$5,198.49 
SCI Service Corporation International
+2.04%
+$13,062.06 
WULF TeraWulf Inc.
+2.04%
+$2,947.61 
FITB Fifth Third Bancorp
+2.04%
+$12,727.01 
WST West Pharmaceutical Services, Inc.
+2.02%
+$11,658.06 
RSG Republic Services, Inc.
+2.01%
+$11,780.12 
TTC The Toro Company
+2%
+$13,514.2 
AIG American International Group Inc.
+2%
+$17,581.65 
SMR NuScale Power Corporation
+1.97%
+$1,759.5 
GRPM Invesco S&P MidCap 400 GARP ETF
+1.96%
+$8,449.08 
RCL Royal Caribbean Group
+1.95%
+$6,227.4 
WAT Waters Corporation
+1.95%
+$10,739.85 
BTI British American Tobacco p.l.c. ADR
+1.94%
+$309,063.7 
OWL Blue Owl Capital Inc.
+1.94%
+$1,732.98 
MCD McDonald's Corporation
+1.93%
+$79,010.79 
TIGO Millicom International Cellular S.A.
+1.92%
+$12,691.14 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+1.92%
+$15,877.92 
CBSH Commerce Bancshares, Inc.
+1.91%
+$18,394.48 
FSK FS KKR Capital Corp.
+1.9%
+$61,798.2 
TROW T. Rowe Price Group, Inc.
+1.9%
+$16,261.56 
PRU Prudential Financial, Inc.
+1.89%
+$8,928.08 
MOAT VanEck Morningstar Wide Moat Fund
+1.88%
+$116,855.52 
WMT Walmart Inc.
+1.88%
+$222,126.74 
ORLY O'Reilly Automotive Inc.
+1.87%
+$27,612 
VRRM Verra Mobility Corporation
+1.87%
+$623.64 
KRG Kite Realty Group Trust
+1.85%
+$4,777.95 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.84%
+$7,878.54 
CVS CVS Health Corporation
+1.84%
+$14,020.36 
MHD BlackRock MuniHoldings Fund Inc.
+1.83%
+$4,319.88 
MOH Molina Healthcare Inc.
+1.83%
+$4,920.15 
FSCO FS Credit Opportunities Corp.
+1.8%
+$15,284.97 
ARCC Ares Capital Corporation
+1.8%
+$19,548.59 
PFE Pfizer Inc.
+1.8%
+$41,536.43 
HOOD Robinhood Markets, Inc.
+1.79%
+$6,068.4 
SFD Smithfield Foods, Inc.
+1.78%
+$3,730.03 
ISRG Intuitive Surgical, Inc.
+1.77%
+$17,891.44 
ACP abrdn Income Credit Strategies Fund
+1.76%
+$836.92 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.75%
+$7,008.12 
WPC W. P. Carey Inc.
+1.75%
+$11,775.51 
BIPC Brookfield Infrastructure Partners L.P.
+1.74%
+$6,753.28 
AWK American Water Works Company, Inc.
+1.72%
+$7,300.06 
EWW iShares MSCI Mexico ETF
+1.72%
+$10,291.25 
RF Regions Financial Corporation
+1.71%
+$9,210.58 
MCK McKesson Corporation
+1.71%
+$18,854.29 
ACGL Arch Capital Group Ltd
+1.7%
+$5,839.88 
XLC Communication Services Select Sector SPDR Fund
+1.7%
+$19,627.2 
PID Invesco International Dividend Achievers ETF
+1.68%
+$232,917.46 
ICE Intercontinental Exchange, Inc.
+1.68%
+$6,546.83 
FLIN Franklin FTSE India ETF
+1.68%
+$13,091.05 
ROST Ross Stores, Inc.
+1.67%
+$15,307.56 
UAA Under Armour Inc.
+1.67%
+$848.64 
CCJ Cameco Corporation
+1.67%
+$3,484.32 
DOW Dow Inc.
+1.66%
+$4,651.15 
UL Unilever PLC Sponsored American Depositary Receipt
+1.62%
+$13,025.48 
XLB Materials Select Sector SPDR Fund
+1.62%
+$3,890.57 
OUT OUTFRONT Media Inc.
+1.62%
+$3,789.6 
BEN Franklin Resources Inc.
+1.6%
+$191,592.94 
MDT Medtronic plc
+1.6%
+$21,119.67 
LMT Lockheed Martin Corporation
+1.59%
+$35,119.36 
MTB M&T Bank Corporation
+1.58%
+$7,423.57 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.57%
+$11,823.43 
RDY Dr. Reddy's Laboratories Ltd.
+1.57%
+$4,306.8 
DGX Quest Diagnostics Inc.
+1.56%
+$23,192.1 
TLT iShares 20+ Year Treasury Bond ETF
+1.55%
+$31,238.72 
DOC Healthpeak Properties, Inc.
+1.55%
+$5,789.56 
SCHY Schwab International Dividend Equity ETF
+1.54%
+$297,922.68 
TD The Toronto-Dominion Bank
+1.54%
+$4,867.09 
MDLZ Mondelez International, Inc.
+1.53%
+$6,860.16 
WTRG Essential Utilities Inc.
+1.53%
+$5,150.84 
UAL United Airlines Holdings, Inc.
+1.53%
+$2,721.02 
ABT Abbott Laboratories
+1.52%
+$91,686.43 
ICOW Pacer Developed Markets International ETF
+1.51%
+$155,441.65 
MSI Motorola Solutions, Inc.
+1.5%
+$51,351.64 
SYY Sysco Corporation
+1.49%
+$10,692.77 
PYPL PayPal Holdings Inc
+1.48%
+$4,225.54 
UPS United Parcel Service, Inc.
+1.47%
+$17,802.76 
RPRX Royalty Pharma plc
+1.47%
+$3,672.79 
HTB Hometrust Bancshares Inc.
+1.46%
+$2,836.11 
ROKU Roku, Inc.
+1.46%
+$3,624.51 
FNCL Fidelity MSCI Financials Index ETF
+1.45%
+$102,149.61 
VFLO VictoryShares Free Cash Flow ETF
+1.45%
+$2.15M 
RTH VanEck Retail ETF
+1.45%
+$3,336.25 
FTCS First Trust Capital Strength ETF
+1.44%
+$8,274 
AU AngloGold Ashanti plc
+1.44%
+$9,325.35 
THC Tenet Healthcare Corporation
+1.43%
+$8,641.69 
SNY Sanofi American Depositary Receipt
+1.42%
+$4,061.78 
BRW Saba Capital Income & Opportunities Fund
+1.42%
+$17,115.2 
SCHD Schwab U.S. Dividend Equity ETF
+1.41%
+$388,695.83 
VOX Vanguard Communication Services ETF
+1.4%
+$4,065.56 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.4%
+$8,160.15 
PECO Phillips Edison & Company, Inc.
+1.4%
+$50,844.68 
VAW Vanguard Materials ETF
+1.4%
+$3,351.04 
KEY KeyCorp
+1.39%
+$4,339.5 
SPGP Invesco S&P 500 GARP ETF
+1.39%
+$184,008.74 
VTR Ventas Inc.
+1.38%
+$3,101.23 
MOMO Hello Group Inc. Sponsored ADR
+1.38%
+$936.65 
DWLD Davis Select Worldwide ETF
+1.38%
+$4,750 
BMO Bank of Montreal
+1.37%
+$6,549.75 
OHI Omega Healthcare Investors Inc.
+1.37%
+$3,784.48 
AMT American Tower Corporation
+1.37%
+$7,840.05 
A Agilent Technologies Inc.
+1.37%
+$6,135.64 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+1.37%
+$110,779.2 
MFC Manulife Financial Corporation
+1.36%
+$5,253.32 
NDAQ Nasdaq, Inc.
+1.35%
+$11,238.12 
MKL Markel Group Inc.
+1.35%
+$37,261.38 
DON WisdomTree U.S. MidCap Dividend Fund
+1.34%
+$5,657.3 
NRG NRG Energy, Inc.
+1.34%
+$2,878.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.34%
+$50,797.02 
BN Brookfield Corporation
+1.33%
+$5,643.84 
ECL Ecolab Inc.
+1.31%
+$6,346.62 
LHX L3Harris Technologies, Inc.
+1.31%
+$4,592.64 
FTRI First Trust Indxx Global Natural Resources Income ETF
+1.31%
+$7,274.91 
XLF Financial Select Sector SPDR Fund
+1.31%
+$455,066.76 
GDE WisdomTree Efficient Gold Plus
+1.31%
+$16,600 
EDOW First Trust Dow 30 Equal Weight ETF
+1.3%
+$384,036.32 
NLR VanEck Uranium and Nuclear ETF
+1.3%
+$58,792.77 
CAH Cardinal Health Inc.
+1.3%
+$9,743.72 
GCOW Pacer Global Cash Cows Dividend ETF
+1.3%
+$16,515.42 
SDY SPDR S&P Dividend ETF
+1.3%
+$370,400.71 
RY Royal Bank of Canada
+1.29%
+$10,921.8 
VNQ Vanguard Real Estate ETF
+1.28%
+$125,898.28 
BUL Pacer US Cash Cows Growth ETF
+1.28%
+$23,997.48 
IYR iShares U.S. Real Estate ETF
+1.28%
+$112,179.69 
OUNZ VanEck Merk Gold Trust
+1.28%
+$523,831.45 
WTV WisdomTree U.S. Value Fund
+1.27%
+$72,075.36 
ALL Allstate Corporation
+1.27%
+$7,932 
BA Boeing Company
+1.27%
+$112,965.68 
MSFT Microsoft Corp.
+1.27%
+$2.05M 
SGOL abrdn Physical Gold Shares ETF
+1.27%
+$4,711.9 
MBWM Mercantile Bank Corporation
+1.26%
+$6,327.64 
HR Healthcare Realty Trust Incorporated
+1.26%
+$3,732.17 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.26%
+$287,727.39 
SHOP Shopify Inc.
+1.26%
+$9,559.12 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+1.26%
+$1,499.29 
GLDM SPDR Gold MiniShares Trust
+1.26%
+$54,128.34 
GLD SPDR Gold Shares
+1.25%
+$89,354.51 
XLRE The Real Estate Select Sector SPDR Fund
+1.25%
+$12,578.28 
IAU iShares Gold Trust
+1.25%
+$331,706.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.24%
+$5,947.81 
TLH iShares 10-20 Year Treasury Bond ETF
+1.23%
+$246,655.9 
VGK Vanguard FTSE Europe ETF
+1.23%
+$29,460.87 
IGV iShares Expanded Tech-Software Sector ETF
+1.23%
+$20,733.24 
IYF iShares U.S. Financials ETF
+1.22%
+$3,547.95 
DFNL Davis Select Financial ETF
+1.22%
+$4,282.49 
IWS iShares Russell Mid-Cap Value ETF
+1.21%
+$7,209.93 
NTRS Northern Trust Corporation
+1.21%
+$5,248.88 
COWZ Pacer US Cash Cows 100 ETF
+1.2%
+$312,446.98 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.2%
+$45,480.54 
MGM MGM Resorts International
+1.17%
+$2,869.94 
NIO Nio Inc.
+1.17%
+$619.92 
NUV Nuveen Municipal Value Fund, Inc.
+1.17%
+$983.82 
MDB MongoDB Inc.
+1.15%
+$2,521.49 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.15%
+$9,137.42 
MPT Medical Properties Trust, Inc.
+1.15%
+$1,797.39 
O Realty Income Corporation
+1.14%
+$10,597.23 
PGR Progressive Corporation
+1.14%
+$7,724.94 
FVD First Trust Value Line Dividend Index Fund
+1.14%
+$155,376.1 
RSP Invesco S&P 500 Equal Weight ETF
+1.14%
+$68,865.86 
NUSC Nuveen ESG Small-Cap ETF
+1.12%
+$17,857.47 
ABBV AbbVie Inc.
+1.12%
+$253,524.7 
PKW Invesco BuyBack Achievers ETF
+1.12%
+$6,390.62 
USRT iShares Core U.S. REIT ETF
+1.11%
+$32,683.4 
IJS iShares S&P Small-Cap 600 Value ETF
+1.11%
+$3,611.08 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.11%
+$7,198.1 
AHR American Healthcare REIT, Inc.
+1.11%
+$38,961.5 
SNDA Sonida Senior Living Inc.
+1.1%
+$2,573.43 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.1%
+$86,531.06 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+1.1%
+$2,436.28 
WELL Welltower Inc.
+1.1%
+$16,954.95 
JPIN JPMorgan Diversified Return International Equity ETF
+1.09%
+$4,368.1 
SCHA Schwab U.S. Small-Cap ETF
+1.08%
+$185,908.08 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.07%
+$2,389.44 
GE General Electric Company
+1.06%
+$44,073.4 
DFAT Dimensional US Targeted Value ETF
+1.06%
+$5,656.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.06%
+$113,512.6 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+1.06%
+$28,336.94 
SCHM Schwab U.S. Mid-Cap ETF
+1.05%
+$48,283.44 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+1.04%
+$703,889.16 
CHGX AXS Change Finance ESG ETF
+1.04%
+$5,662.43 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
+1.04%
+$7,440 
FIW First Trust Water ETF
+1.04%
+$50,564.8 
VDC VANGUARD CONSUMER STAPLES ETF
+1.03%
+$4,051.21 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.03%
+$2,140.6 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+1.02%
+$28,114.91 
IQLT iShares MSCI International Quality Factor ETF
+1.02%
+$789,982.1 
PFFD Global X U.S. Preferred ETF
+1.02%
+$190,365.87 
VB Vanguard Small-Cap ETF
+1.01%
+$64,584 
DGT SPDR Global Dow ETF
+1.01%
+$7,683.77 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1%
+$170,405.23 
APD Air Products and Chemicals, Inc.
+0.99%
+$4,449.39 
NGG National Grid plc Sponsored ADR
+0.99%
+$3,005.34 
LMUB iShares Long-Term National Muni Bond ETF
+0.99%
+$8,093.79 
COR Cencora, Inc.
+0.98%
+$4,049.98 
DVY iShares Select Dividend ETF
+0.98%
+$44,666.25 
RIVN Rivian Automotive, Inc.
+0.96%
+$1,943.37 
ISD PGIM High Yield Bond Fund, Inc.
+0.96%
+$3,363.14 
IBKR Interactive Brokers Group Inc.
+0.96%
+$2,417.85 
DFAS Dimensional U.S. Small Cap ETF
+0.96%
+$130,562.64 
BAC Bank of America Corporation
+0.95%
+$47,536.37 
DFSI Dimensional International Sustainability Core 1 ETF
+0.95%
+$20,701.33 
DD DuPont de Nemours, Inc.
+0.95%
+$1,906.86 
XLP Consumer Staples Select Sector SPDR Fund
+0.95%
+$5,497.19 
RVT Royce Small-Cap Trust, Inc.
+0.95%
+$74,435.65 
ICF iShares Cohen & Steers Realty Majors ETF
+0.94%
+$33,241.2 
GM General Motors Company
+0.93%
+$2,362.97 
XMHQ Invesco S&P MidCap Quality ETF
+0.93%
+$59,974.8 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.92%
+$7,977.76 
QLTY GMO U.S. Quality ETF
+0.92%
+$811,104.44 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$151,792.12 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$14,796.76 
RPV Invesco S&P 500 Pure Value ETF
+0.91%
+$65,397.69 
ETHO Amplify Etho Climate Leadership U.S. ETF
+0.91%
+$27,646.74 
TJX The TJX Companies, Inc.
+0.9%
+$20,450.37 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.9%
+$49,229.86 
TGT Target Corporation
+0.9%
+$12,803 
URA Global X Uranium ETF
+0.9%
+$40,443.84 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.9%
+$31,816.18 
CB Chubb Limited
+0.9%
+$20,368.1 
IWM iShares Russell 2000 ETF
+0.89%
+$168,408.98 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.89%
+$27,315.93 
DGRO iShares Core Dividend Growth ETF
+0.89%
+$8,873.07 
CME CME Group Inc.
+0.89%
+$33,565.51 
FSBC Five Star Bancorp
+0.88%
+$1,636.07 
GOOGL Alphabet Inc
+0.88%
+$448,542.51 
VIG Vanguard Dividend Appreciation ETF
+0.87%
+$102,277.9 
GNL Global Net Lease, Inc.
+0.86%
+$1,183.52 
PRI Primerica Inc.
+0.86%
+$1,737.6 
BITW Bitwise 10 Crypto Index Fund
+0.86%
+$5,002.64 
GOOG Alphabet Inc
+0.85%
+$324,888.3 
RDVY First Trust Rising Dividend Achievers ETF
+0.85%
+$50,851.66 
BITB Bitwise Bitcoin ETF
+0.85%
+$2,797.87 
JQUA JPMorgan U.S. Quality Factor ETF
+0.84%
+$150,891.87 
RWL Invesco S&P 500 Revenue ETF
+0.84%
+$11,671.87 
IBIT iShares Bitcoin Trust
+0.84%
+$17,765.67 
USMV iShares MSCI USA Min Vol Factor ETF
+0.83%
+$49,986.44 
DAL Delta Air Lines, Inc.
+0.83%
+$2,362.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.83%
+$225,565.35 
IWR iShares Russell Mid-Cap ETF
+0.82%
+$11,211.33 
SRTA Blade Air Mobility, Inc.
+0.82%
+$517.44 
ARKK ARK Innovation ETF Fund
+0.82%
+$2,852.46 
ED Consolidated Edison, Inc.
+0.81%
+$7,522.28 
PFM Invesco Dividend Achievers ETF
+0.81%
+$213,703 
MELI MercadoLibre, Inc.
+0.81%
+$18,360.38 
JHMM John Hancock Multifactor Mid Cap ETF
+0.81%
+$3,827.66 
BNL Broadstone Net Lease Inc.
+0.81%
+$7,265.95 
GBTC Grayscale Bitcoin Trust ETF
+0.8%
+$4,459.65 
EFV iShares MSCI EAFE Value ETF
+0.8%
+$57,680.21 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.8%
+$4,950 
PG Procter & Gamble Co
+0.8%
+$92,156.15 
UNP Union Pacific Corporation
+0.79%
+$19,127.34 
JMUB JPMorgan Municipal Bond ETF
+0.78%
+$98,216.25 
VOE Vanguard Mid-Cap Value ETF
+0.78%
+$29,208.3 
USCB USCB Financial Holdings Inc.
+0.77%
+$1,986.79 
PRF Invesco FTSE RAFI US 1000 ETF
+0.77%
+$33,715.87 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.77%
+$2,215.68 
ABEV Ambev S.A.
+0.77%
+$261.48 
MUB iShares National Muni Bond ETF
+0.77%
+$27,339.25 
VTV Vanguard Value ETF
+0.77%
+$283,332.2 
GS The Goldman Sachs Group, Inc.
+0.76%
+$15,229.17 
VONV Vanguard Russell 1000 Value Index Fund
+0.76%
+$1,724.65 
FDN First Trust Dow Jones Internet Index Fund
+0.76%
+$27,063.66 
ARKB Ark 21Shares Bitcoin ETF
+0.76%
+$5,311.55 
OGS One Gas Inc.
+0.76%
+$3,024 
VTEB Vanguard Tax-Exempt Bond ETF
+0.76%
+$34,955.64 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.76%
+$4,523.7 
HSBC HSBC Holdings plc Sponsored ADR
+0.75%
+$3,787.26 
IUSV iShares Core S&P U.S. Value ETF
+0.75%
+$209,438.32 
IEF iShares 7-10 Year Treasury Bond ETF
+0.75%
+$215,980.53 
IWD iShares Russell 1000 Value ETF
+0.75%
+$232,434.6 
PFG Principal Financial Group, Inc.
+0.75%
+$12,706.4 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.74%
+$1,988.43 
VOOV Vanguard S&P 500 Value ETF
+0.74%
+$165,833.37 
AWR American States Water Co.
+0.74%
+$1,527.44 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.74%
+$176,520.91 
VYMI Vanguard International High Dividend Yield Index Fund
+0.74%
+$22,464.73 
EFA iShares MSCI EAFE ETF
+0.73%
+$29,708.49 
DE Deere & Company
+0.73%
+$21,602.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.73%
+$13,946.89 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.73%
+$11,166.34 
MGV Vanguard Mega Cap Value ETF
+0.73%
+$1,676.59 
MMM 3M Company
+0.72%
+$13,093.46 
META Meta Platforms Inc Class A
+0.72%
+$143,164.34 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.72%
+$87,240.25 
PFF iShares Preferred and Income Securities ETF
+0.71%
+$6,236.31 
HPQ HP Inc.
+0.71%
+$8,281.58 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.7%
+$237,918.65 
FMB First Trust Managed Municipal Fund
+0.7%
+$2,756.39 
IWO iShares Russell 2000 Growth ETF
+0.7%
+$60,280.8 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.7%
+$8,965.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$42,391.18 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.69%
+$50,369.47 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$449,887.92 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.69%
+$206,417.4 
CSX CSX Corporation
+0.68%
+$9,493.77 
FMDE Fidelity Enhanced Mid Cap ETF
+0.68%
+$2,293.48 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$30,907.24 
IROC Invesco Rochester High Yield Fund
+0.68%
+$1,581.45 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.68%
+$255,012.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.68%
+$108,060.81 
DFIV Dimensional International Value ETF
+0.67%
+$5,966.62 
XYL Xylem Inc.
+0.67%
+$4,543.65 
MBB iShares MBS ETF
+0.67%
+$135,989.48 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.67%
+$19,426.33 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.67%
+$76,564.15 
SPBO SPDR Portfolio Corporate Bond ETF
+0.67%
+$131,210.7 
ACVU Hartford Alpha Capture Value ETF
+0.67%
+$33,841.05 
CARR Carrier Global Corporation
+0.66%
+$1,416.6 
NEE NextEra Energy, Inc.
+0.66%
+$141,960 
IGEB iShares Investment Grade Corporate Bond ETF
+0.66%
+$8,302.91 
CMF iShares California Muni Bond ETF
+0.66%
+$4,320.48 
FBND Fidelity Total Bond ETF
+0.66%
+$2.31M 
FEX First Trust Large Cap Core Fund A
+0.66%
+$188,181.57 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.65%
+$173,178.72 
PRCS Parnassus Core Select Fund
+0.65%
+$2,514.29 
CGMU Capital Group Municipal Income ETF
+0.65%
+$33,464.33 
ITW Illinois Tool Works Inc.
+0.65%
+$4,977 
NULV Nuveen ESG Large-Cap Value ETF
+0.65%
+$6,752.55 
SCHV Schwab U.S. Large-Cap Value ETF
+0.65%
+$10,763.5 
BYLD iShares Yield Optimized Bond ETF
+0.65%
+$3,852.1 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.65%
+$24,436.5 
VZ Verizon Communications Inc.
+0.64%
+$40,964.76 
COST Costco Wholesale Corporation
+0.64%
+$86,132.73 
AVLV Avantis U.S. Large Cap Value ETF
+0.64%
+$20,868.89 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$4,559.32 
ITA iShares U.S. Aerospace & Defense ETF
+0.63%
+$3,719.24 
TRV The Travelers Companies, Inc.
+0.63%
+$5,109.8 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.63%
+$121,203.94 
IDV iShares International Select Dividend ETF
+0.63%
+$4,256.69 
MDY SPDR S&P MidCap 400 ETF Trust
+0.63%
+$3,875.57 
TSCO Tractor Supply Company
+0.63%
+$1,841.92 
VBK Vanguard Small-Cap Growth ETF
+0.63%
+$1,624.95 
VO Vanguard Mid-Cap ETF
+0.62%
+$27,341 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.62%
+$176,418.9 
IEFA iShares Core MSCI EAFE ETF
+0.62%
+$64,528.94 
SPLV Invesco S&P 500 Low Volatility ETF
+0.62%
+$3,448.45 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.62%
+$26,361.49 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$16,034.1 
KORP American Century Diversified Corporate Bond ETF
+0.62%
+$175,868 
VLUE iShares MSCI USA Value Factor ETF
+0.62%
+$1,851.04 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.61%
+$38,004.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.61%
+$74,263.78 
CGBL Capital Group Core Balanced ETF
+0.61%
+$2,795.18 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.61%
+$175,528.48 
INTF iShares International Equity Factor ETF
+0.61%
+$157,533 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.6%
+$77,669.77 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$20,856.72 
SYSB iShares Systematic Bond ETF
+0.6%
+$5,528.23 
NRO Neuberger Real Estate Securities Income Fund Inc.
+0.6%
+$333.42 
JCPB JPMorgan Core Plus Bond ETF
+0.59%
+$1.14M 
PAGP Plains GP Holdings, L.P.
+0.59%
+$6,237.28 
VST Vistra Corp
+0.59%
+$1,792.71 
SLF Sun Life Financial Inc.
+0.59%
+$2,377.73 
SBAC SBA Communications Corporation
+0.59%
+$1,505.19 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.59%
+$163,435 
PSCI Invesco S&P SmallCap Industrials ETF
+0.58%
+$17,764.36 
CGW Invesco S&P Global Water Index ETF
+0.58%
+$1,428.2 
MO Altria Group, Inc.
+0.57%
+$11,713.38 
EFG iShares MSCI EAFE Growth ETF
+0.57%
+$64,566 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.57%
+$43,321.07 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.57%
+$1,846.15 
DFUV Dimensional US Marketwide Value ETF
+0.56%
+$2,225.47 
TDY Teledyne Technologies Incorporated
+0.56%
+$1,853.63 
DNP DNP Select Income Fund Inc.
+0.56%
+$912.5 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$203,822.61 
AXON Axon Enterprise, Inc.
+0.55%
+$4,221.66 
MRK Merck & Co., Inc.
+0.55%
+$43,849.35 
CGGR Capital Group Growth ETF
+0.55%
+$42,798.86 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.55%
+$24,953.56 
JOBY Joby Aviation, Inc.
+0.54%
+$493.14 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.54%
+$3,691.44 
FLGV Franklin U.S. Treasury Bond ETF
+0.54%
+$139,262.23 
HYXF iShares ESG Advanced High Yield Fund
+0.54%
+$6,905.98 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.54%
+$3,213.36 
FENI Fidelity Enhanced International ETF
+0.53%
+$2,697.45 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.53%
+$2,757.24 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$1,141.37 
XME SPDR S&P Metals & Mining ETF
+0.53%
+$5,078.32 
TIP iShares TIPS Bond ETF
+0.53%
+$7,185.75 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$146,679.28 
QGRO American Century U.S. Quality Growth ETF
+0.52%
+$361,345.09 
SKYY First Trust Cloud Computing ETF
+0.52%
+$129,431.2 
PEP PepsiCo, Inc.
+0.51%
+$21,774.72 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.51%
+$36,544.5 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.51%
+$20,180.35 
HFSI Hartford Strategic Income ETF
+0.51%
+$131,518.29 
JEPI JPMorgan Equity Premium Income Fund
+0.5%
+$7,862.01 
FDX FedEx Corporation
+0.5%
+$4,961.9 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.5%
+$12,184.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.49%
+$368,821.93 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.49%
+$29,170.8 
GDLC Grayscale Digital Large Cap Fund LLC
+0.49%
+$3,922.74 
CP Canadian Pacific Kansas City Limited
+0.49%
+$5,504.1 
AVDE Avantis International Equity ETF
+0.49%
+$670,883.97 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.49%
+$11,972.1 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.48%
+$395,915.3 
RBC RBC Bearings Incorporated
+0.48%
+$867.6 
SOLV Solventum Corporation
+0.48%
+$1,184.82 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.48%
+$30,489.88 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.47%
+$3,399.25 
VOT Vanguard Mid-Cap Growth ETF
+0.47%
+$3,240.24 
HDV iShares Core High Dividend ETF
+0.47%
+$1,569.4 
VYM Vanguard High Dividend Yield ETF
+0.47%
+$27,397.57 
KO The Coca-Cola Company
+0.47%
+$33,325.43 
CGDV Capital Group Dividend Value ETF
+0.47%
+$104,685.19 
FNDC Schwab Fundamental International Small Company Index ETF
+0.47%
+$17,209.06 
SNA Snap-on Inc.
+0.47%
+$2,548.5 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.47%
+$9,316.23 
TVAL T. Rowe Price Value ETF
+0.47%
+$93,687.8 
YSEP FT Vident International Equity Fund
+0.46%
+$6,859.32 
SSO ProShares Ultra S&P500
+0.46%
+$1,667.25 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.46%
+$1,137.99 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.46%
+$34,812.72 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.46%
+$4,905.37 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.46%
+$2,544.37 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.45%
+$881.13 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.45%
+$940.22 
NOC Northrop Grumman Corporation
+0.44%
+$3,095.4 
SPYC Simplify US Equity PLUS Convexity ETF
+0.44%
+$1,122.31 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$13,166.79 
FNDF Schwab Fundamental International Large Company Index ETF
+0.44%
+$7,972.61 
CRUX Columbia Core Bond ETF
+0.44%
+$1,219.75 
PNC The PNC Financial Services Group, Inc.
+0.44%
+$4,789.3 
BGRN iShares USD Green Bond ETF
+0.43%
+$4,656.34 
FXZ First Trust Materials AlphaDEX Fund
+0.43%
+$1,147.58 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.42%
+$29,426.4 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.42%
+$9,962.86 
IBTL iShares iBonds Dec 2031 Term Fund
+0.41%
+$2,156.16 
SUSA iShares MSCI USA ESG Select ETF
+0.41%
+$18,686.08 
TSN Tyson Foods Inc.
+0.4%
+$1,896.09 
EMBD Global X Emerging Markets Bond ETF
+0.4%
+$63,265.41 
PYLD PIMCO Multisector Bond Active ETF
+0.39%
+$278,012.5 
YMAR FT VT International Equity Market Fund - Class B
+0.39%
+$41,281.57 
BWA BorgWarner Inc.
+0.39%
+$1,134.13 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.39%
+$48,935.88 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.38%
+$21,003.17 
PVAL Putnam Focused Large Cap Value ETF
+0.38%
+$780,871.04 
SPHY SPDR Portfolio High Yield Bond ETF
+0.38%
+$11,536.8 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.38%
+$1,710.37 
IYM iShares U.S. Basic Materials ETF
+0.37%
+$61,466.85 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.37%
+$9,168.45 
EIX Edison International
+0.37%
+$1,268.34 
LRGF iShares U.S. Equity Factor ETF
+0.37%
+$525,142.44 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.35%
+$788.51 
SCHB Schwab U.S. Broad Market ETF
+0.35%
+$165,792.47 
C Citigroup Inc.
+0.35%
+$10,856.21 
SIHY Harbor Scientific Alpha High-Yield ETF
+0.35%
+$1.08 
IWV ISHARES RUSSELL 3000 ETF
+0.35%
+$11,673.6 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.35%
+$29,789.14 
IWB iShares Russell 1000 ETF
+0.35%
+$37,282.56 
MET MetLife Inc.
+0.34%
+$1,304.92 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.34%
+$23,422.13 
ESGU iShares ESG Aware MSCI USA ETF
+0.34%
+$4,891.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$100,767.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.33%
+$440,497.26 
VOTE TCW Transform 500 ETF
+0.33%
+$13,994.68 
BRK-B Berkshire Hathaway Inc.
+0.33%
+$188,680.05 
CHMG Chemung Financial Corp.
+0.33%
+$788.62 
FAD First Trust Multi Cap Growth Fund
+0.33%
+$584.06 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.33%
+$4,188.24 
AVUS Avantis U.S. Equity ETF
+0.32%
+$10,152.42 
APUE ActivePassive U.S. Equity ETF
+0.32%
+$1,340.7 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.32%
+$27,492.1 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.32%
+$10,641.68 
AVGE FRCL 3 2022Q3 Hb Float
+0.31%
+$1,040.67 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.31%
+$4,133.06 
VGMS Vanguard Multi-Sector Fund
+0.31%
+$3,944.59 
GL Globe Life Inc.
+0.31%
+$688.48 
BNDX Vanguard Total International Bond ETF
+0.31%
+$1,077.24 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.31%
+$1,092.59 
BSJV Invesco BulletShares 2031 High Yield Fund
+0.31%
+$1,292.01 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.31%
+$7,327.71 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.31%
+$2,459.73 
AAPL Apple Inc.
+0.3%
+$639,417.91 
GPRK GeoPark Ltd.
+0.3%
+$902.12 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.3%
+$1,695.3 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.3%
+$1,846.48 
SUB iShares Short-Term National Muni Bond ETF
+0.3%
+$2,596.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.3%
+$61,870 
LIN Linde plc
+0.3%
+$3,467.71 
SCHF Schwab International Equity ETF
+0.3%
+$166,388.72 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.3%
+$310,497.28 
FMAY FT Vest U.S. Equity Buffer ETF
+0.29%
+$2,315.4 
IGF iShares Global Infrastructure ETF
+0.29%
+$13,522.58 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.29%
+$910.72 
BRK-A Berkshire Hathaway Inc.
+0.29%
+$16,169.93 
ADX Adams Diversified Equity Fund, Inc.
+0.29%
+$625.5 
GD General Dynamics Corporation
+0.29%
+$5,856.82 
BDYN iShares Dynamic Equity Active ETF
+0.29%
+$598.24 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.29%
+$1,478.07 
VONE Vanguard Russell 1000 ETF
+0.29%
+$50,499 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.28%
+$1,039.22 
VT Vanguard Total World Stock ETF
+0.28%
+$2,349 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.27%
+$1,611.77 
JPIB JPMorgan International Bond ETF
+0.27%
+$34,401.5 
SCHX Schwab U.S. Large-Cap ETF
+0.26%
+$164,406.72 
JNJ Johnson & Johnson
+0.26%
+$38,125.78 
URTH iShares MSCI World ETF
+0.26%
+$1,831.14 
NSC Norfolk Southern Corporation
+0.26%
+$1,007.99 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$628.45 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.26%
+$6,245.5 
ATO Atmos Energy Corporation
+0.26%
+$770.7 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.25%
+$2,694.52 
HYLS FT Tactical High Yield ETF
+0.25%
+$707.2 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$333,797.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$508,193.1 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
+0.24%
+$2,444.1 
VOO Vanguard S&P 500 ETF
+0.24%
+$61,423.28 
IVV iShares Core S&P 500 ETF
+0.24%
+$367,376.7 
HYDB iShares High Yield Systematic Bond ETF
+0.23%
+$1,010.1 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.23%
+$577.39 
GPIX S&P 500 Core Premium Income Fund
+0.23%
+$105,106.95 
EW Edwards Lifesciences Corporation
+0.23%
+$850.6 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.23%
+$478.04 
VLTO Veralto Corporation
+0.23%
+$540.96 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$40,360.43 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.23%
+$66,598.4 
SAN Banco Santander S.A. Sponsored ADR
+0.22%
+$892.11 
DSI iShares MSCI KLD 400 Social ETF
+0.22%
+$6,529.05 
GBF iShares Government/Credit Bond ETF
+0.22%
+$425.26 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$4,549.23 
OTTR Otter Tail Corporation
+0.21%
+$983.06 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.21%
+$1,090.53 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.21%
+$23,120.26 
AMZN Amazon.com Inc
+0.21%
+$113,662.31 
BSV Vanguard Short-Term Bond ETF
+0.21%
+$560.8 
FAUG FT Vest U.S. Equity Buffer ETF
+0.21%
+$2,709.24 
VIV Telefonica Brasil S.A. ADR
+0.2%
+$1,507.55 
JFLX JPMorgan Flexible Debt ETF
+0.2%
+$2,149.92 
STIP iShares 0-5 Year TIPS Bond ETF
+0.2%
+$56,659.59 
IAGG iShares International Aggregate Bond Fund
+0.19%
+$20,003.2 
ACWI iShares MSCI ACWI ETF
+0.19%
+$2,256 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.19%
+$433.16 
VEU Vanguard FTSE All-World ex-US ETF
+0.18%
+$18,281.1 
DFIS Dimensional International Small Cap ETF
+0.18%
+$113,170.72 
ELV Elevance Health, Inc.
+0.18%
+$1,798.01 
FJUN FT Vest US Equity Buffer ETF - June
+0.18%
+$1,653.55 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.18%
+$1,052.73 
URI United Rentals, Inc.
+0.18%
+$547.8 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.17%
+$2,208.2 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.16%
+$425.19 
HIG The Hartford Insurance Group, Inc.
+0.16%
+$1,717.99 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.16%
+$14,137.7 
FYLD Cambria Foreign Shareholder Yield ETF
+0.16%
+$1,521.19 
OEF iShares S&P 100 ETF
+0.16%
+$1,219.54 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.16%
+$403.56 
STT State Street Corp
+0.16%
+$809.9 
FAPR FT Vest U.S. Equity Buffer ETF
+0.16%
+$630.83 
FNOV FT Vest US Equity Buffer ETF
+0.16%
+$567.6 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$3,709.41 
IOO iShares Global 100 ETF
+0.15%
+$35,726.46 
MEAR iShares Short Maturity Bond ETF
+0.15%
+$3,123.9 
IXUS iShares Core International Stock ETF
+0.15%
+$13,485.08 
TWLO Twilio Inc.
+0.15%
+$444.8 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.14%
+$710.4 
USMF WisdomTree U.S. Multifactor Fund
+0.14%
+$1,064.33 
MGC Vanguard Mega Cap ETF
+0.14%
+$304.15 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$97,722.86 
BLCR iShares Large Cap Core ACT ETF
+0.14%
+$11,904.55 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.14%
+$9,229.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$12,035.1 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.13%
+$13,595.22 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.13%
+$1,365.59 
BINC iShares Flexible Income Active ETF
+0.13%
+$42,628.43 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.13%
+$2,951.65 
JPEF JPMorgan Equity Focus ETF
+0.13%
+$656.04 
FTSL First Trust Senior Loan ETF
+0.12%
+$42,202.71 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.12%
+$21,568.72 
NI NiSource Inc.
+0.12%
+$432.15 
HWM Howmet Aerospace Inc.
+0.12%
+$612.84 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$2,926.71 
PFXF VanEck Preferred Securities ex Financials ETF
+0.12%
+$739.04 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.12%
+$1,059.52 
IBTI iShares iBonds Dec 2028 Term ETF
+0.11%
+$671.12 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+0.11%
+$8.84 
WTS Watts Water Technologies Inc.
+0.11%
+$223.68 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.11%
+$2,400.92 
LMBS First Trust Low Duration Opportunities ETF
+0.1%
+$1,150.8 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.1%
+$319.76 
TUSB Thrivent Ultra Short Bond ETF
+0.1%
+$429 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.1%
+$3,645.6 
LYG Lloyds Banking Group Plc ADR
+0.09%
+$64.64 
USTB VictoryShares Short-Term Bond ETF
+0.09%
+$18.99 
JSI Janus Henderson Securitized Income ETF
+0.09%
+$17,096.08 
RAVI FlexShares Ultra-Short Income Fund
+0.09%
+$262.6 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$1,779.15 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$12,096.85 
AMP Ameriprise Financial, Inc.
+0.08%
+$702.72 
CVIE Calvert International Responsible Index ETF
+0.08%
+$5,199.99 
SO The Southern Company
+0.08%
+$2,334.5 
BALT Inn Defined Wealth Shield Mutual Fund
+0.07%
+$230.6 
NEAR iShares Short Maturity Bond ETF
+0.07%
+$168.35 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.07%
+$8,153.79 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$1,635.5 
VNLA Janus Henderson Short Duration Income ETF
+0.06%
+$127.44 
SHEL Shell plc
+0.06%
+$478.38 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$365.85 
TEL TE Connectivity plc
+0.05%
+$281.4 
AFL Aflac Inc.
+0.05%
+$176.06 
IBTH iShares iBonds Dec 2027 Term
+0.04%
+$255.69 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$20,525.04 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$155.18 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$271.99 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.04%
+$82.37 
PAM Pampa Energia S.A. Sponsored ADR
+0.04%
+$127.5 
AGZD WisdomTree Trust
+0.04%
+$833.88 
FE FirstEnergy Corp.
+0.03%
+$356.61 
D Dominion Energy, Inc.
+0.03%
+$77.28 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$5,385.37 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$2,037.78 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$279.85 
XYLD Global X S&P 500 Covered Call ETF
+0.02%
+$573.39 
EXC Exelon Corporation
+0.02%
+$281.72 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.02%
+$2,710.49 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$507.62 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$148.74 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$114.7 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$2,087.02 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$29,578.09 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$589.21 
GJAN FT Vest US Equity Moderate Fund B
+0.02%
+$113.79 
PAAA PGIM AAA CLO ETF
+0.02%
+$479.5 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$112.71 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.01%
+$105.14 
FSLR First Solar, Inc.
+0.01%
+$26.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$996.71 
SHV iShares Short Treasury Bond ETF
+0.01%
+$3,335.59 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$284.5 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,515.85 
BASG Brown Advisory Sustainable Growth ETF
+0.01%
+$166.99 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.01%
+$38.13 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$255.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$84.44 
APA APA Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
FIDU Fidelity MSCI Industrials Index ETF
0%
$0 
PXH Invesco FTSE RAFI Emerging Markets ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 MFSI
MFSI
0%
$0 NIOB
NIOBW
0%
$0 G200
G2004J103
0%
$0 
VICR Vicor Corporation
-12.54%
-$202,682.06 
RKLB Rocket Lab Corporation
-9.53%
-$13,671.36 
MTSI MACOM Technology Solutions Holdings, Inc.
-8.84%
-$36,525.05 
DELL Dell Technologies Inc.
-8.63%
-$320,075.77 
COHR Coherent Corp.
-6.67%
-$23,600.65 
VRT Vertiv Holdings Co
-6.21%
-$22,833.33 
CTVA Corteva Inc.
-6.04%
-$6,654.96 
HPE Hewlett Packard Enterprise Company
-5.88%
-$204,899.59 
KEYS Keysight Technologies, Inc.
-5.88%
-$64,111 
TER Teradyne, Inc.
-5.85%
-$10,393.76 
ANET Arista Networks, Inc.
-5.56%
-$85,500.78 
STX Seagate Technology Holdings plc
-5.32%
-$53,433.57 
FIX Comfort Systems USA, Inc.
-5.12%
-$26,335.92 
FLEX Flex Ltd.
-4.98%
-$28,706.26 
VG Venture Global Inc.
-4.94%
-$8,531.37 
JCI Johnson Controls International plc
-4.88%
-$29,923.68 
LITE Lumentum Holdings Inc.
-4.85%
-$13,662.15 
WDC Western Digital Corporation
-4.73%
-$19,619.29 
LRCX Lam Research Corporation
-4.59%
-$87,238.15 
NET Cloudflare Inc.
-4.34%
-$12,700.15 
SNDK SanDisk Corporation
-4.06%
-$19,479.26 
PWR Quanta Services Inc.
-4%
-$62,107.63 
WMB The Williams Companies, Inc.
-3.97%
-$42,563.92 
GLW Corning Incorporated
-3.93%
-$51,123.12 
INTC Intel Corporation
-3.83%
-$266,982.56 
TT Trane Technologies plc
-3.7%
-$60,813.3 
IREN IREN Limited
-3.68%
-$10,045.12 
AMAT Applied Materials, Inc.
-3.6%
-$345,055.2 
MKSI MKS Instruments Inc.
-3.59%
-$8,310.54 
CSCO Cisco Systems, Inc.
-3.58%
-$503,084.56 
JBL Jabil Inc.
-3.42%
-$31,210.69 
DTM Dt Midstream Inc.
-3.39%
-$32,986.17 
SKM SK Telecom Co., Ltd.
-3.39%
-$7,450.85 
VLO Valero Energy Corporation
-3.37%
-$44,661.89 
KLAC KLA Corporation
-3.31%
-$58,288.32 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.27%
-$6,923.1 
SPCX Space Exploration Technologies Corp. Class A
-3.23%
-$43,748.1 
NTAP NetApp, Inc.
-3.18%
-$48,623.07 
SNPS Synopsys, Inc.
-3.15%
-$13,384.92 
SCHW Charles Schwab Corporation
-3.15%
-$26,826.45 
TECL Direxion Daily Technology Bull 3x Shares
-3.1%
-$28,881.72 
UMC United Microelectronics Corp. Sponsored ADR
-3.06%
-$7,017.02 
TRGP Targa Resources Corp.
-3.06%
-$26,166 
FAST Fastenal Co.
-3%
-$21,874.32 
MRVL Marvell Technology, Inc.
-3%
-$29,169.93 
AMD Advanced Micro Devices, Inc.
-2.94%
-$271,053.67 
Q Qnity Electronics Inc.
-2.94%
-$8,757.21 
FLKR Franklin FTSE South Korea ETF
-2.9%
-$23,924.61 
EME EMCOR Group, Inc.
-2.76%
-$12,080.45 
PM Philip Morris International Inc.
-2.75%
-$159,040.34 
GEV GE Vernova Inc.
-2.71%
-$94,163.15 
CAT Caterpillar Inc.
-2.69%
-$224,713.75 
CRWD CrowdStrike Holdings, Inc.
-2.69%
-$23,717.96 
BAI iShares A.I. Innovation and Tech Active ETF
-2.66%
-$416,115.18 
AGX Argan Inc.
-2.57%
-$4,403.88 
MTZ MasTec, Inc. Common Stock
-2.56%
-$3,690.19 
TRP TC Energy Corporation
-2.5%
-$4,892.94 
PSX Phillips 66
-2.5%
-$30,956.24 
CRBU Caribou Biosciences, Inc.
-2.41%
-$166.5 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-2.35%
-$30,329.78 
ETN Eaton Corporation plc
-2.28%
-$76,138.71 
DDOG Datadog, Inc. Class A Common Stock
-2.26%
-$5,267.84 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-2.18%
-$4,536.56 
WCC Wesco International Inc.
-2.14%
-$5,158.04 
MOG-A Moog Inc.
-2.14%
-$5,038.67 
YPF YPF S.A. Sponsored ADR
-2.12%
-$10,754.79 
AVGO Broadcom Inc.
-2.03%
-$224,857.6 
CDNS Cadence Design Systems, Inc.
-2%
-$15,390.62 
EWT iShares MSCI Taiwan ETF
-1.97%
-$12,172.02 
FTNT Fortinet Inc.
-1.97%
-$10,301.95 
SOXX iShares Semiconductor ETF
-1.95%
-$73,565.55 
HUT Hut 8 Corp.
-1.95%
-$22,997.92 
BMI Badger Meter Inc.
-1.92%
-$11,549.7 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.9%
-$233,921.01 
MPC Marathon Petroleum Corporation
-1.84%
-$30,906.76 
SMH VanEck Semiconductor ETF
-1.77%
-$44,780.22 
MTUM iShares MSCI USA Momentum Factor ETF
-1.73%
-$149,005.29 
PLD Prologis Inc.
-1.68%
-$78,527.19 
XMMO Invesco S&P MidCap Momentum ETF
-1.66%
-$256,697.12 
ARTY iShares Future AI & Tech ETF
-1.64%
-$22,904.64 
CORT Corcept Therapeutics Incorporated
-1.64%
-$7,871.46 
PANW Palo Alto Networks, Inc.
-1.62%
-$53,261.42 
FRDM Freedom 100 Emerging Markets ETF
-1.62%
-$37,333.57 
XCEM Columbia EM Core ex-China ETF
-1.61%
-$558,432 
CEG Constellation Energy Corporation
-1.61%
-$31,258.88 
CIEN Ciena Corporation
-1.61%
-$65,152.27 
APH Amphenol Corporation
-1.6%
-$112,416.48 
XLE Energy Select Sector SPDR Fund
-1.56%
-$606,150.25 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-1.52%
-$396,628.59 
TTEQ T. Rowe Price Technology ETF
-1.49%
-$67,748.31 
VDE Vanguard Energy ETF
-1.48%
-$4,011.54 
NVDA NVIDIA Corporation
-1.47%
-$964,684.5 
TSLA Tesla, Inc.
-1.45%
-$188,250.12 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.42%
-$2,000 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.41%
-$185,387.04 
RIO Rio Tinto Plc Sponsored ADR
-1.4%
-$3,688.96 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-1.39%
-$714.77 
XOM Exxon Mobil Corporation
-1.35%
-$363,087.96 
J Jacobs Solutions Inc.
-1.32%
-$3,415.96 
WSO-B Watsco, Inc.
-1.32%
-$3,298.4 
SOLS Sollensys Corp
-1.31%
-$14,622.11 
KMI Kinder Morgan, Inc.
-1.29%
-$154,132.64 
CIG Companhia Energética de Minas Gerais S.A. ADR
-1.28%
-$1,463.88 
HACK Amplify Cybersecurity ETF
-1.26%
-$6,091.94 
AEP American Electric Power Company, Inc.
-1.23%
-$11,327.4 
SPMO Invesco S&P 500 Momentum ETF
-1.22%
-$240,316.44 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.19%
-$21,423.6 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.17%
-$68,842.79 
CVX Chevron Corporation
-1.14%
-$216,463.67 
EQIX Equinix, Inc.
-1.1%
-$3,525.91 
ILCB iShares Morningstar U.S. Equity ETF
-1.09%
-$34,832.42 
OXY Occidental Petroleum Corporation
-1.08%
-$6,608.1 
XLK State Street Technology Select Sector SPDR ETF
-1.06%
-$226,405.27 
BOE BlackRock Enhanced Global Dividend Trust
-1.03%
-$1,203.48 
IXC iShares Global Energy ETF
-1.02%
-$14,947.26 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.02%
-$268,228.76 
EQT EQT Corporation
-1%
-$2,885.32 
VPL Vanguard FTSE Pacific ETF
-0.99%
-$25,639.9 
SLB Schlumberger Limited
-0.99%
-$6,635.04 
EEM iShares MSCI Emerging Markets ETF
-0.99%
-$169,548.17 
NUE Nucor Corporation
-0.98%
-$8,737.28 
AVEM Avantis Emerging Markets Equity ETF
-0.97%
-$1.21M 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$226,554.48 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.95%
-$54,697.47 
OKE ONEOK, Inc.
-0.95%
-$12,088.65 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.95%
-$4,677.1 
TXN Texas Instruments Inc
-0.93%
-$71,148.45 
CW Curtiss-Wright Corporation
-0.93%
-$8,718.75 
EVRG Evergy Inc.
-0.92%
-$6,694.84 
DVN Devon Energy Corporation
-0.9%
-$9,099.9 
ESGE iShares ESG Aware MSCI EM ETF
-0.87%
-$7,769.12 
BHP BHP Group Ltd.
-0.86%
-$2,118.96 
VGT Vanguard Information Technology ETF
-0.85%
-$27,722.24 
RPG Invesco S&P 500 Pure Growth ETF
-0.81%
-$3,270.99 
FTEC Fidelity MSCI Information Technology Index ETF
-0.81%
-$17,445.12 
MS Morgan Stanley
-0.79%
-$27,462.05 
HAL Halliburton Company
-0.78%
-$4,212.35 
SPHB Invesco S&P 500 High Beta ETF
-0.76%
-$2,944.7 
ICLN iShares Global Clean Energy ETF
-0.75%
-$2,601 
GWW W.W. Grainger, Inc.
-0.73%
-$10,873.7 
ETR Entergy Corporation
-0.72%
-$1,573.42 
QLD ProShares Ultra QQQ
-0.68%
-$8,149.68 
EOG EOG Resources, Inc.
-0.67%
-$4,614.4 
HEWJ iShares Currency Hedged MSCI Japan ETF
-0.66%
-$284,766.15 
ROK Rockwell Automation, Inc.
-0.64%
-$1,108.39 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.64%
-$1,682.45 
EIPX FT Energy Income Partners Strategy ETF
-0.64%
-$7,080.19 
RMT Royce Micro-Cap Trust, Inc.
-0.62%
-$75,553.04 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.61%
-$109,246.46 
MLPA Global X MLP ETF
-0.6%
-$8,187.84 
DBB Invesco DB Base Metals Fund
-0.59%
-$8,423.77 
COPX Global X Copper Miners ETF
-0.58%
-$2,340.13 
ADI Analog Devices, Inc.
-0.58%
-$4,704.29 
IYW iShares U.S. Technology ETF
-0.57%
-$12,432.42 
SNSR Global X Internet of Things ETF
-0.56%
-$114,219.51 
FCX Freeport-McMoRan Inc.
-0.56%
-$2,940.6 
MPWR Monolithic Power Systems, Inc.
-0.55%
-$21,234.93 
ADM Archer-Daniels-Midland Co
-0.54%
-$1,380.6 
AR Antero Resources Corporation
-0.53%
-$1,261.45 
BP BP p.l.c. Sponsored ADR
-0.51%
-$8,103.75 
ES Eversource Energy
-0.49%
-$4,346.76 
EMLP First Trust North American Energy Infrastructure Fund
-0.47%
-$101,883.6 
AEE Ameren Corporation
-0.46%
-$3,589.97 
UTES Virtus Reaves Utilities ETF
-0.46%
-$38,885 
DSU BlackRock Debt Strategies Fund Inc.
-0.46%
-$2,564.28 
FTLS First Trust Long/Short Equity ETF
-0.45%
-$4,184.6 
TTE TotalEnergies SE
-0.43%
-$1,754.83 
IDMO Invesco S&P International Developed Momentum ETF
-0.42%
-$114,372.25 
EMXF iShares ESG Aware MSCI EM ETF
-0.42%
-$1,393.94 
PEG Public Service Enterprise Group Incorporated
-0.4%
-$2,071.09 
LNG Cheniere Energy Inc.
-0.4%
-$5,077.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$27,556.42 
QQQM Invesco NASDAQ 100 ETF
-0.36%
-$250,376.27 
HCA HCA Healthcare Inc.
-0.36%
-$1,409.3 
PAVE Global X U.S. Infrastructure Development ETF
-0.36%
-$2,884.01 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.35%
-$636.82 
QQQ Invesco QQQ Trust, Series 1
-0.35%
-$319,480.51 
CHI Calamos Convertible Opportunities and Income Fund
-0.35%
-$476.6 
DLR Digital Realty Trust, Inc.
-0.35%
-$964.79 
KR Kroger Co.
-0.35%
-$2,066.24 
AVK Advent Convertible and Income Fund
-0.34%
-$2,052.8 
CF CF Industries Holdings, Inc.
-0.33%
-$1,312.35 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.33%
-$98,329.87 
PDP Invesco Dorsey Wright Momentum ETF
-0.32%
-$1,245.64 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.32%
-$2,645.28 
PLTR Palantir Technologies Inc.
-0.31%
-$17,394.1 
SCHE Schwab Emerging Markets Equity ETF
-0.3%
-$1,709.73 
NXTG First Trust Indxx NextG ETF
-0.3%
-$3,946.53 
RNW Renew Energy Global Plc
-0.29%
-$507.48 
CL Colgate-Palmolive Company
-0.28%
-$1,602.64 
PPL PPL Corporation
-0.27%
-$639.83 
JGRO JPMorgan Active Growth ETF
-0.27%
-$17,217.72 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.27%
-$28,782.74 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.26%
-$7,815.5 
BRR Columbus Circle Capital Corp I
-0.26%
-$370 
AIQ Global X Artificial Intelligence & Technology ETF
-0.23%
-$22,521.45 
NU Nu Holdings Ltd.
-0.23%
-$1,256.99 
WEC WEC Energy Group Inc.
-0.23%
-$2,184.96 
EPD Enterprise Products Partners L.P.
-0.22%
-$2,197.2 
MGK Vanguard Mega Cap Growth ETF
-0.22%
-$2,539.6 
LNT Alliant Energy Corporation
-0.21%
-$1,776.68 
CINF Cincinnati Financial Corporation
-0.21%
-$515.2 
CHD Church & Dwight Co., Inc.
-0.21%
-$1,175.4 
NEOG Neogen Corporation
-0.21%
-$517.7 
CSQ Calamos Strategic Total Return Fund
-0.2%
-$672 
IWF iShares Russell 1000 Growth ETF
-0.2%
-$78,807.93 
PCG PG&E Corporation
-0.19%
-$375.15 
FXL First Trust Technology AlphaDEX Fund
-0.18%
-$628.15 
WAB Wabtec Corporation
-0.18%
-$471.23 
EMR Emerson Electric Co.
-0.18%
-$1,704.02 
PH Parker-Hannifin Corporation
-0.17%
-$2,534.82 
VONG Vanguard Russell 1000 Growth Fund
-0.17%
-$520.52 
LECO Lincoln Electric Holdings, Inc.
-0.17%
-$3,780.56 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.17%
-$11,417.55 
AVDV Avantis International Small Cap Value ETF
-0.16%
-$994.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$386.16 
JPM JPMorgan Chase & Co.
-0.15%
-$98,290.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.15%
-$158,163.46 
COP ConocoPhillips
-0.14%
-$2,548.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.14%
-$38,478.82 
MU Micron Technology, Inc.
-0.14%
-$23,761.14 
VUG Vanguard Growth ETF
-0.13%
-$7,284.84 
RTX RTX Corporation
-0.13%
-$14,326.62 
ASML ASML Holding N.V. New York Registry Shares
-0.13%
-$6,854.42 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.13%
-$551.8 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.11%
-$257.3 
XSMO Invesco S&P SmallCap Momentum ETF
-0.11%
-$18,957.33 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.11%
-$359.64 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.11%
-$124.75 
SCCO Southern Copper Corporation
-0.1%
-$1,450.8 
THRO iShares U.S. Thematic Rotation Active ETF
-0.1%
-$6,683.94 
FUTY Fidelity MSCI Utilities Index ETF
-0.1%
-$695.7 
TMUS T-Mobile US, Inc.
-0.1%
-$1,166.17 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.1%
-$43,339.87 
AES AES Corporation
-0.1%
-$165.94 
IUSG iShares Core S&P U.S. Growth ETF
-0.1%
-$321.16 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.09%
-$1,719.28 
USXF iShares ESG Aware MSCI USA ETF
-0.09%
-$3,207.87 
SCHC Schwab International Small-Cap Equity ETF
-0.09%
-$4,458.02 
DTE DTE Energy Company
-0.09%
-$1,728.45 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.09%
-$1,195.09 
IDA Idacorp Inc.
-0.08%
-$223.56 
VOOG Vanguard S&P 500 Growth ETF
-0.08%
-$24,313.38 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.08%
-$360.04 
XLI Industrial Select Sector SPDR Fund
-0.07%
-$19,817.14 
DUK Duke Energy Corporation
-0.06%
-$1,273.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.06%
-$165.94 
VPU Vanguard Utilities ETF
-0.05%
-$318.15 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.05%
-$1,950.4 
CMI Cummins Inc.
-0.05%
-$781.17 
IALT iShares Systematic Alternatives Active ETF
-0.05%
-$3,618.68 
VIS Vanguard Industrials ETF
-0.04%
-$89.57 
CGGO Capital Group Global Growth Equity ETF
-0.04%
-$788.73 
JHG Janus Henderson Group plc
-0.04%
-$174.84 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$5,952.99 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$188.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.02%
-$256.12 
XEL Xcel Energy Inc.
-0.01%
-$202.79 
SRE Sempra
-0.01%
-$42.82 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$137.84 Events
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Dividends
Dividend Analysis
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| Trades 6738 | Longs Won 4366/6738 64% | Profit Factor 7.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.01M |
| Average Win $310,310.95 | Best Trade (Oct 15) $21.72M | Sharpe Ratio -8.43 |
| Average Loss -$76,022.85 | Worst Trade (Mar 31) -$6.85M | Z-Score 10.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 4d | Expectancy $174,051.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,578 | $305,535.97 | $454,707.64 | - | $149,171.67 | 48.82% | +1.368% |
| AAPL Apple Inc. | 614,819 | $149.3M | $211.5M | - | $62.2M | 41.66% | +0.303% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 16,230 | $1.18M | $1.78M | - | $607,143.11 | 51.59% | -1.187% |
| ABBV AbbVie Inc. | 79,725 | $16.18M | $22.85M | - | $6.67M | 41.22% | +1.122% |
| ABEV Ambev S.A. | 10,459 | $32,841 | $34,253.22 | - | $1,412.22 | 4.3% | +0.769% |
| ABT Abbott Laboratories | 58,399 | $6.49M | $6.11M | - | -$384,325.93 | -5.92% | +1.525% |
| ABTC Gryphon Digital Mining, Inc | 1,019.67 | $13,973.6 | $8,166.66 | - | -$5,806.94 | -41.56% | +4.694% |
| ACGL Arch Capital Group Ltd | 3,518 | $341,458 | $349,196.68 | - | $7,738.68 | 2.27% | +1.701% |
| ACN Accenture plc Class A | 3,242 | $944,363.93 | $732,076.02 | - | -$212,287.91 | -22.48% | +5.047% |
| ACP abrdn Income Credit Strategies Fund | 11,159 | $68,292.95 | $48,374.26 | - | -$19,918.69 | -29.17% | +1.761% |
| ACVU Hartford Alpha Capture Value ETF | 159,252 | $4.1M | $5.11M | - | $1.01M | 24.61% | +0.667% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 15,136 | $677,627.67 | $918,452.48 | - | $240,824.81 | 35.54% | +0.115% |
| ACWI iShares MSCI ACWI ETF | 7,520 | $951,765.86 | $1.2M | - | $244,290.14 | 25.67% | +0.189% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,094 | $235,485 | $230,410.18 | - | -$5,074.82 | -2.16% | +0.188% |
| ADAM Adamas Trust, Inc. | 11,549 | $108,330 | $90,889.48 | - | -$17,440.52 | -16.1% | +4.932% |
| ADBE Adobe Inc. | 3,399 | $1.22M | $851,721.42 | - | -$372,698.68 | -30.44% | +4.113% |
| ADI Analog Devices, Inc. | 2,019 | $519,990.56 | $810,103.56 | - | $290,113 | 55.79% | -0.577% |
| ADM Archer-Daniels-Midland Co | 3,068 | $234,376 | $255,226.92 | - | $20,850.92 | 8.9% | -0.538% |
| ADP Automatic Data Processing Inc. | 6,462 | $1.67M | $1.86M | - | $196,920.94 | 11.82% | +2.872% |
| ADSK Autodesk, Inc. | 1,570 | $441,599.14 | $382,703.2 | - | -$58,895.94 | -13.34% | +5.46% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for James Rankin?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $26.48M, ISHARES S&P 500 GROWTH ETF (3IS8) - $24.91M, SPDR S&P 500 ETF Trust - $23.65M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $17.58M, and iShares S&P Mid-Cap 400 Growth ETF - $15.73M. 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: iShares S&P Mid-Cap 400 Value ETF - $4.09M, Adobe Inc - $1.03M, CDW Corporation - $957,010.57, Dollar General Corporation - $753,680.1, and Charles River Laboratories International, Inc - $734,090.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Rankin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $216.59M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $11.32M, Fidelity Total Bond ETF - $10.42M, JPMorgan Core Plus Bond ETF - $6.06M, iShares 0-5 Year TIPS Bond ETF - $5.96M, and Janus Henderson Mortgage-Backed Securities ETF - $4.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Rankin's monthly returns?
James Rankin'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 James Rankin's strategy be considered aggressive or moderate?
James Rankin'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 James Rankin's strategy?
James Rankin'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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