LJB
Laura J. Bornheimer Portfolio
Invests via GWN SECURITIES Inc. | Managed by Laura J. Bornheimer
Invests via GWN SECURITIES Inc.
Managed by Laura J. Bornheimer
Automatically Tracked
Laura J. Bornheimer Profile
With a career distinguished by strategic leadership, Laura J. Bornheimer has made significant contributions across various facets of the investment landscape. She specializes in cultivating relationships with key stakeholders while driving initiatives that bridge operational efficiency and financial growth. Leveraging her extensive expertise in corporate governance, she plays a pivotal role in guiding organizations through transitional phases to enhance performance and shareholder value. Her experience encompasses serving on numerous boards where she impacts decision-making processes critical to long-term sustainability. As an advocate for innovation within capital markets, her efforts contribute to redefining success metrics and improving overall market dynamics.
With a career distinguished by strategic leadership, Laura J. Bornheimer has made significant contributions across various facets of the investment landscape. She specializes in cultivating relationships with key stakeholders while driving initiatives that bridge operational efficiency and financial growth. Leveraging her extensive expertise in corporate governance, she plays a pivotal role in guiding organizations through transitional phases to enhance performance and shareholder value. Her experience encompasses serving on numerous boards where she impacts decision-making processes critical to long-term sustainability. As an advocate for innovation within capital markets, her efforts contribute to redefining success metrics and improving overall market dynamics.
Investment Philosophy & Strategy
Investment opportunities thrive in an evolving market landscape. Laura J. Bornheimer combines her strategic foresight and operational expertise to identify untapped potential within various sectors. By prioritizing innovative frameworks, she enhances financial performance while fostering robust stakeholder relationships. Her approach encourages dynamic adaptation to shifting economic conditions, ultimately aimed at maximizing organizational growth and resilience. The emphasis on transitional leadership showcases a commitment to navigating complexity with agility, ensuring alignment between governance practices and investment objectives.
Investment opportunities thrive in an evolving market landscape. Laura J. Bornheimer combines her strategic foresight and operational expertise to identify untapped potential within various sectors. By prioritizing innovative frameworks, she enhances financial performance while fostering robust stakeholder relationships. Her approach encourages dynamic adaptation to shifting economic conditions, ultimately aimed at maximizing organizational growth and resilience. The emphasis on transitional leadership showcases a commitment to navigating complexity with agility, ensuring alignment between governance practices and investment objectives.
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:
6.7%
Gain
Monthly
0.35%
Yearly
4.3%
Drawdown
22.26%
$575.33M
Equity
Holdings
$575.33M
Investment
$477.02M
$172.14M
Profit -$4.15M
Realized
$73.83M
Unrealized
$98.31M
Dividends
$20.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$4.15M
Win %
77%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$6.09M
Win %
77%
This Month
Compared to last month
Gain
-0.51%
Profit
-$2.92M
Win %
77%
This Year
Compared to last year
Gain
10.4%
Profit
$54.18M
Win %
77%
PYPL PayPal Holdings Inc
+16.11%
+$45,215.38 
COMP Compass Inc.
+7.66%
+$11,175.86 
BLK BlackRock, Inc.
+6.78%
+$15,372.76 
CBRE CBRE Group Inc.
+5.98%
+$18,984.6 
BABA Alibaba Group Holding Limited SP ADR
+5.48%
+$13,490.4 
CAVA Cava Group Inc.
+4.82%
+$11,609.65 
GCO Genesco Inc.
+4.16%
+$18,142.41 
OPRX Optimizerx Corporation
+3.98%
+$14,261 
AAPL Apple Inc.
+3.84%
+$589,688.06 
GOOG Alphabet Inc
+3.83%
+$144,356.9 
HCA HCA Healthcare Inc.
+3.82%
+$11,453.6 
LFCR Lifecore Biomedical, Inc.
+3.8%
+$2,445.62 
GOOGL Alphabet Inc
+3.63%
+$96,120.16 
META Meta Platforms Inc Class A
+3.4%
+$115,351.21 
MSFT Microsoft Corp.
+3.39%
+$217,615 
AMZN Amazon.com Inc
+3.33%
+$178,593.76 
ORCL Oracle Corporation
+2.87%
+$6,004.12 
SOLV Solventum Corporation
+2.79%
+$10,285.77 
AUNA Auna S.A.
+2.77%
+$9,171.68 
BMY Bristol-Myers Squibb Company
+2.69%
+$23,858.51 
ADBE Adobe Inc.
+2.63%
+$15,768.34 
MSCI MSCI Inc.
+2.62%
+$15,721.82 
GEHC GE HealthCare Technologies Inc.
+2.51%
+$7,303.26 
PNQI Invesco NASDAQ Internet ETF
+2.43%
+$7,103.68 
NPCE NeuroPace Inc.
+2.3%
+$8,251.47 
UBER Uber Technologies, Inc.
+2.27%
+$8,032.72 
FETH Fidelity Ethereum Fund
+2.22%
+$5,818.3 
MRK Merck & Co., Inc.
+2.22%
+$7,785.4 
BUR Burford Capital Limited
+2.21%
+$999.54 
JXN Jackson Financial Inc.
+2.17%
+$6,632.95 
PFE Pfizer Inc.
+2.14%
+$7,054.32 
SMP Standard Motor Products, Inc.
+2.11%
+$7,852.35 
XPEL XPEL, Inc.
+2.07%
+$4,777.74 
INNV InnovAge Holding Corp.
+2.07%
+$16,026.96 
BR Broadridge Financial Solutions, Inc.
+2.04%
+$5,277.58 
XLC Communication Services Select Sector SPDR Fund
+2.01%
+$6,941.76 
GILD Gilead Sciences Inc.
+2%
+$26,279.24 
AXP American Express Company
+1.97%
+$7,889 
F Ford Motor Company
+1.94%
+$4,577.58 
SPOT Spotify Technology S.A.
+1.92%
+$7,008.81 
WCN Waste Connections Inc.
+1.87%
+$12,010.86 
CHD Church & Dwight Co., Inc.
+1.87%
+$5,926.2 
BAC Bank of America Corporation
+1.81%
+$13,140.6 
MGNI Magnite, Inc.
+1.78%
+$5,155.56 
BIP Brookfield Infrastructure Partners L.P.
+1.77%
+$6,973.43 
NLY Annaly Capital Management, Inc.
+1.76%
+$4,382.51 
JPM JPMorgan Chase & Co.
+1.72%
+$41,889.68 
PM Philip Morris International Inc.
+1.63%
+$13,207.74 
MMM 3M Company
+1.61%
+$6,627.6 
DIS The Walt Disney Company
+1.57%
+$8,637.2 
HD The Home Depot, Inc.
+1.47%
+$9,428.71 
PANW Palo Alto Networks, Inc.
+1.39%
+$7,898.8 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.37%
+$3,273.6 
MO Altria Group, Inc.
+1.35%
+$15,805.12 
CACI Caci International Inc.
+1.29%
+$4,138.98 
VZ Verizon Communications Inc.
+1.24%
+$9,236.33 
SFLO VS Small Cap Free Cash Flow ETF
+1.23%
+$9,445.61 
AMGN Amgen Inc.
+1.18%
+$10,496.1 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.15%
+$4,464.81 
APP AppLovin Corporation Class A Common Stock
+1.08%
+$3,747.06 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.04%
+$2,526.45 
PG Procter & Gamble Co
+0.99%
+$31,763.52 
C Citigroup Inc.
+0.98%
+$7,743.87 
ABBV AbbVie Inc.
+0.96%
+$15,552.3 
NFLX Netflix, Inc.
+0.95%
+$3,157 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.89%
+$11,115.51 
XLF Financial Select Sector SPDR Fund
+0.89%
+$18,319 
API Agora Inc.
+0.88%
+$3,117.62 
TSN Tyson Foods Inc.
+0.86%
+$1,695.37 
MCK McKesson Corporation
+0.85%
+$24,447.65 
TMUS T-Mobile US, Inc.
+0.81%
+$1,477.05 
IBIT iShares Bitcoin Trust
+0.81%
+$3,122.57 
ISCV iShares Morningstar Small-Cap Value ETF
+0.78%
+$3,378.79 
HSBC HSBC Holdings plc Sponsored ADR
+0.77%
+$5,980.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.77%
+$5,394.35 
RTO Rentokil Initial plc Sponsored ADR
+0.76%
+$21,010.95 
VST Vistra Corp
+0.76%
+$5,184 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.76%
+$1,813.22 
VDC VANGUARD CONSUMER STAPLES ETF
+0.74%
+$1,776.88 
WMT Walmart Inc.
+0.74%
+$16,646.05 
T AT&T Inc.
+0.73%
+$19,397.01 
IGV iShares Expanded Tech-Software Sector ETF
+0.67%
+$10,389.33 
IWN iShares Russell 2000 Value ETF
+0.61%
+$1,601.3 
TGTX TG Therapeutics, Inc.
+0.6%
+$8,161.72 
COM Direxion Auspice Broad Commodity Strategy ETF
+0.59%
+$2,373.4 
PDI Pimco Dynamic Income Fund
+0.58%
+$1,200.23 
FVAL Fidelity Value Factor ETF
+0.58%
+$4,007.52 
IJS iShares S&P Small-Cap 600 Value ETF
+0.54%
+$1,246.11 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.54%
+$3,223.64 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.53%
+$1,438.99 
V Visa Inc. Class A
+0.52%
+$7,636 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.49%
+$5,961.73 
CRM Salesforce Inc
+0.49%
+$891.61 
GSAT Globalstar, Inc.
+0.47%
+$2,362.46 
BA Boeing Company
+0.47%
+$1,752.75 
XLV Health Care Select Sector SPDR Fund
+0.47%
+$2,888.96 
LW Lamb Weston Holdings, Inc.
+0.45%
+$9,216.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.45%
+$8,907.2 
VHT Vanguard Health Care ETF
+0.45%
+$18,291.49 
INTU Intuit Inc.
+0.44%
+$931.11 
COST Costco Wholesale Corporation
+0.43%
+$3,642.16 
ROL Rollins, Inc.
+0.41%
+$1,134.54 
GE General Electric Company
+0.4%
+$3,908.8 
RTX RTX Corporation
+0.39%
+$4,439.92 
WM Waste Management, Inc.
+0.39%
+$14,269.71 
CWCO Consolidated Water Co. Ltd.
+0.38%
+$1,321.1 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.37%
+$1,854.09 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$1,097.55 
STXT Strive Total Return Bond ETF
+0.35%
+$716.22 
IJR iShares Core S&P Small-Cap ETF
+0.35%
+$2,579.58 
COWZ Pacer US Cash Cows 100 ETF
+0.34%
+$7,160.34 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.34%
+$2,837.47 
ILTB iShares Core 10+ Year USD Bond ETF
+0.32%
+$1,433.29 
ADC Agree Realty Corporation
+0.29%
+$1,232.57 
TLH iShares 10-20 Year Treasury Bond ETF
+0.29%
+$898.03 
WWJD Inspire International ETF
+0.28%
+$605 
BBLU EA Bridgeway Blue Chip ETF
+0.27%
+$2,830.54 
IEUR iShares Core MSCI Europe ETF
+0.27%
+$1,492.8 
BLV Vanguard Long-Term Bond ETF
+0.26%
+$2,111.2 
NOC Northrop Grumman Corporation
+0.26%
+$7,403.83 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.25%
+$2,554.07 
DVY iShares Select Dividend ETF
+0.24%
+$729.03 
HDV iShares Core High Dividend ETF
+0.23%
+$1,821.95 
IQLT iShares MSCI International Quality Factor ETF
+0.23%
+$752.22 
VUG Vanguard Growth ETF
+0.23%
+$2,659.2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.23%
+$2,397.23 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$1,956.36 
EFV iShares MSCI EAFE Value ETF
+0.22%
+$1,829.62 
DGRO iShares Core Dividend Growth ETF
+0.21%
+$957.76 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.21%
+$720.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$1,950.58 
IUSB iShares Core Universal USD Bond ETF
+0.2%
+$1,935.54 
ISCG iShares Morningstar Small-Cap Growth ETF
+0.19%
+$1,120.56 
FBND Fidelity Total Bond ETF
+0.19%
+$1,474.07 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$377.74 
EPD Enterprise Products Partners L.P.
+0.19%
+$483.77 
TJX The TJX Companies, Inc.
+0.19%
+$1,701.56 
FDVV Fidelity High Dividend ETF
+0.18%
+$1,047.42 
JBND JPMorgan Active Bond ETF
+0.18%
+$3,463.51 
CGDG Capital Group Dividend Growers ETF
+0.17%
+$1,455.29 
BGRN iShares USD Green Bond ETF
+0.17%
+$549.84 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$1,915.15 
MA Mastercard Incorporated
+0.17%
+$574.59 
BND Vanguard Total Bond Market Index Fund
+0.16%
+$5,380.29 
PTRB PGIM Total Return Bond ETF
+0.16%
+$412.75 
AFL Aflac Inc.
+0.16%
+$1,583.27 
PUBM PubMatic Inc.
+0.15%
+$492.84 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.14%
+$2,120.93 
MBB iShares MBS ETF
+0.14%
+$423.09 
BUFB Innovator Laddered Allocation Buffer ETF
+0.13%
+$12,084.85 
PSFF Pacer Swan SOS Fund of Funds
+0.13%
+$1,124.41 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.13%
+$1,018.4 
IUSV iShares Core S&P U.S. Value ETF
+0.13%
+$718.9 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.12%
+$723.61 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.12%
+$545.72 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.12%
+$842.93 
VNQ Vanguard Real Estate ETF
+0.12%
+$498.75 
JPIB JPMorgan International Bond ETF
+0.12%
+$277.37 
PVAL Putnam Focused Large Cap Value ETF
+0.12%
+$1,502.83 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.11%
+$1,030.9 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$1,019.46 
DFAS Dimensional U.S. Small Cap ETF
+0.1%
+$764.56 
DFIV Dimensional International Value ETF
+0.1%
+$1,046.82 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$2,673 
ZDEK Innovator Equity Defined Protection ETF
+0.09%
+$797.83 
VWO Vanguard FTSE Emerging Markets ETF
+0.09%
+$570.13 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.09%
+$414.31 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$1,770.01 
TJUL Innovator Equity Defined Protection ETF 0725
+0.08%
+$377.52 
BAPR Innovator U.S. Equity Buffer ETF
+0.07%
+$489.92 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$1,361.61 
HR Healthcare Realty Trust Incorporated
+0.07%
+$150.42 
IWM iShares Russell 2000 ETF
+0.07%
+$1,960.83 
RWL Invesco S&P 500 Revenue ETF
+0.07%
+$234.43 
BNDX Vanguard Total International Bond ETF
+0.06%
+$813.78 
STXF Strive 500 ETF
+0.06%
+$302.79 
CGDV Capital Group Dividend Value ETF
+0.06%
+$1,286.01 
BMAR Innovator U.S. Equity Buffer ETF
+0.06%
+$226.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.06%
+$2,117.3 
BSEP Innovator U.S. Equity Buffer ETF
+0.06%
+$1,254.96 
JPLD JPMorgan Limited Duration ETF
+0.06%
+$119.59 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$442.77 
SPEM SPDR Portfolio Emerging Markets ETF
+0.05%
+$165.85 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.05%
+$179.93 
BAUG Innovator U.S. Equity Buffer ETF
+0.05%
+$493.27 
VTWO Vanguard Russell 2000 ETF
+0.05%
+$1,379.51 
EDGF 3Edge Dynamic Fixed Income ETF
+0.04%
+$1,626.47 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.04%
+$201.48 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.04%
+$224.96 
IEFA iShares Core MSCI EAFE ETF
+0.04%
+$1,067.64 
FLDR Fidelity Low Duration Bond ETF
+0.04%
+$173.58 
GSY Invesco Ultra Short Duration ETF
+0.04%
+$90.08 
CLOA iShares AAA CLO ETF
+0.04%
+$94.98 
PLTR Palantir Technologies Inc.
+0.04%
+$282.65 
SPG Simon Property Group, Inc.
+0.04%
+$311.28 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$73.97 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$1,415.45 
PAAA PGIM AAA CLO ETF
+0.02%
+$165.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$125.66 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$110.83 
SHV iShares Short Treasury Bond ETF
+0.01%
+$383.16 
TCHI iShares MSCI China Tech ETF
+0.01%
+$33.64 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$28.7 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$25.38 
EFA iShares MSCI EAFE ETF
+0.01%
+$15.03 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FESM Fidelity Enhanced Small Cap ETF
0%
$0 
GAU Galiano Gold Inc.
0%
$0 
MFSG
0%
$0 
MTA
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
STXG Strive 1000 Growth ETF
0%
$0 
TPIF Timothy Plan International ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZFEB
0%
$0 
ZJUL
0%
$0 
ZNOV
0%
$0 
SNDK SanDisk Corporation
-13.97%
-$78,837.61 
DELL Dell Technologies Inc.
-13.02%
-$407,339.66 
OUST Ouster, Inc.
-9.84%
-$68,322.59 
MU Micron Technology, Inc.
-9.57%
-$376,784.29 
BE Bloom Energy Corporation
-9.18%
-$82,471.5 
COHR Coherent Corp.
-8.71%
-$55,500.06 
LASR nLIGHT, Inc.
-8.2%
-$56,612.3 
AMKR Amkor Technology Inc.
-8.08%
-$45,167.31 
CRDO Credo Technology Group Holding Ltd.
-7.27%
-$92,428.4 
ALTO Alto Ingredients Inc.
-7.03%
-$57,046.29 
LRCX Lam Research Corporation
-6.56%
-$79,718.75 
AMD Advanced Micro Devices, Inc.
-6.45%
-$163,648.56 
STRL Sterling Infrastructure, Inc.
-6.28%
-$36,107.28 
GEV GE Vernova Inc.
-5.72%
-$14,581.39 
CSCO Cisco Systems, Inc.
-5.32%
-$19,875.31 
NBIG Leverage Shares 2x Long NBIS Daily ETF
-5.25%
-$37,290.35 
LRN Stride, Inc.
-5.11%
-$30,893.52 
SHOC SHOC US Semiconductor Equity ETF
-4.89%
-$79,204.93 
SOXX iShares Semiconductor ETF
-4.77%
-$113,645.04 
BAI iShares A.I. Innovation and Tech Active ETF
-4.76%
-$37,695.6 
MTZ MasTec, Inc. Common Stock
-4.41%
-$50,375.97 
CAT Caterpillar Inc.
-4.04%
-$67,145.76 
CASY Casey's General Stores Inc.
-4.02%
-$205,747.63 
SMH VanEck Semiconductor ETF
-3.95%
-$36,609.81 
MTUM iShares MSCI USA Momentum Factor ETF
-3.91%
-$36,114.44 
PWR Quanta Services Inc.
-3.91%
-$27,209.52 
VRT Vertiv Holdings Co
-3.89%
-$30,150.96 
OKLO Oklo Inc.
-3.85%
-$13,520.88 
LNG Cheniere Energy Inc.
-3.55%
-$19,063.2 
JCI Johnson Controls International plc
-3.32%
-$25,529.13 
ARTY iShares Future AI & Tech ETF
-3.32%
-$64,759.6 
FET Forum Energy Technologies Inc.
-3.23%
-$14,290.64 
CXDO Crexendo, Inc.
-3.14%
-$16,934.5 
TQQQ ProShares UltraPro QQQ
-3.1%
-$15,212.48 
MAMA Mama's Creations Inc.
-2.95%
-$12,319.45 
DPRO Draganfly Inc.
-2.95%
-$7,990.36 
OSG Octave Specialty Group, Inc.
-2.94%
-$6,552.72 
TMAT Main Thematic Innovation ETF
-2.91%
-$9,995.94 
PSX Phillips 66
-2.83%
-$24,874.8 
PRN Invesco Dorsey Wright Industrials ETF
-2.77%
-$50,694.64 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-2.77%
-$5,293.93 
QMOM Alpha U.S. Quantitative Momentum ETF
-2.74%
-$9,868.64 
AEM Agnico Eagle Mines Limited
-2.73%
-$21,075.06 
TXN Texas Instruments Inc
-2.71%
-$11,811.27 
SOFI SoFi Technologies, Inc.
-2.67%
-$8,912.97 
QTUM Defiance Quantum ETF
-2.51%
-$43,192.08 
XLK State Street Technology Select Sector SPDR ETF
-2.51%
-$70,892.58 
APG Api Group Corporation
-2.43%
-$8,036.57 
ATRO Astronics Corporation
-2.42%
-$13,817.42 
NTLA Intellia Therapeutics Inc.
-2.33%
-$9,760.04 
NVDA NVIDIA Corporation
-2.26%
-$165,566.35 
CINF Cincinnati Financial Corporation
-2.22%
-$8,095.89 
SLV iShares Silver Trust
-2.21%
-$11,448.02 
APH Amphenol Corporation
-2.2%
-$11,026.57 
RING iShares MSCI Global Gold Miners ETF
-2.19%
-$5,405.94 
BIBL Inspire 100 ETF
-2.19%
-$7,749 
KGC Kinross Gold Corporation
-2.07%
-$5,352.44 
NPKI NPK International Inc.
-2.07%
-$9,198 
CCJ Cameco Corporation
-2%
-$13,897.02 
FCLD Fidelity Cloud Computing ETF
-1.97%
-$11,394.46 
ATEX Anterix Inc.
-1.96%
-$34,088.76 
FTEC Fidelity MSCI Information Technology Index ETF
-1.87%
-$9,496.29 
VDE Vanguard Energy ETF
-1.87%
-$12,726.17 
CSX CSX Corporation
-1.85%
-$22,560.16 
VGT Vanguard Information Technology ETF
-1.85%
-$139,782.72 
EQIX Equinix, Inc.
-1.83%
-$15,298.78 
CRS Carpenter Technology Corporation
-1.79%
-$10,396.73 
XLE Energy Select Sector SPDR Fund
-1.76%
-$23,098.92 
STXE Strive Emerging Markets ex-China Mutual Fund
-1.67%
-$10,089.28 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-1.63%
-$4,658.4 
TRV The Travelers Companies, Inc.
-1.63%
-$5,896.48 
CB Chubb Limited
-1.58%
-$53,666.17 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.49%
-$38,663.78 
MSI Motorola Solutions, Inc.
-1.49%
-$39,842.88 
PTL Inspire 500 ETF
-1.46%
-$6,600 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$10,625.61 
XOM Exxon Mobil Corporation
-1.41%
-$13,321.2 
MELI MercadoLibre, Inc.
-1.37%
-$3,039.35 
CGGO Capital Group Global Growth Equity ETF
-1.36%
-$9,324.15 
COP ConocoPhillips
-1.35%
-$2,523.21 
PAVE Global X U.S. Infrastructure Development ETF
-1.35%
-$3,372.12 
XMMO Invesco S&P MidCap Momentum ETF
-1.35%
-$4,072.36 
XLI Industrial Select Sector SPDR Fund
-1.28%
-$8,586.27 
CVX Chevron Corporation
-1.26%
-$22,857.3 
JNJ Johnson & Johnson
-1.22%
-$76,346.8 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.22%
-$6,190.28 
EEM iShares MSCI Emerging Markets ETF
-1.18%
-$3,044.97 
LNT Alliant Energy Corporation
-1.16%
-$47,435.95 
IBM International Business Machines Corporation
-1.11%
-$10,635.94 
SECT Main Sector Rotation ETF
-1.11%
-$34,080.06 
KR Kroger Co.
-1.09%
-$34,636.8 
XDQQ Innovator Growth 100 Accelerated ETF
-1.09%
-$5,505.43 
SYY Sysco Corporation
-1.09%
-$30,267.9 
DFAE Dimensional Emerging Core Equity Market ETF
-1.08%
-$7,354.67 
CEF Sprott Physical Gold and Silver Trust
-1.08%
-$38,625.39 
ICVT iShares Convertible Bond ETF
-1.07%
-$2,571.25 
FMAT Fidelity MSCI Materials Index ETF
-1.06%
-$4,001.19 
CTA Simplify Managed Futures Strategy ETF
-1.04%
-$5,763.24 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$137,276.72 
QQQM Invesco NASDAQ 100 ETF
-1.02%
-$4,990.69 
IEMG iShares Core MSCI Emerging Markets ETF
-1.02%
-$17,410.95 
ILCG iShares Morningstar Growth ETF
-1.01%
-$16,021.12 
BLCR iShares Large Cap Core ACT ETF
-0.98%
-$2,745.82 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.97%
-$3,406.72 
ISSC Innovative Solutions & Support, Inc.
-0.97%
-$2,008.67 
EWJ iShares MSCI Japan ETF
-0.95%
-$2,275.99 
AAVM Alpha Value Momentum Trend ETF
-0.95%
-$3,135.04 
IYW iShares U.S. Technology ETF
-0.95%
-$4,392.07 
NEE NextEra Energy, Inc.
-0.93%
-$11,703.83 
HII Huntington Ingalls Industries Inc.
-0.89%
-$2,555 
GARP iShares MSCI USA Quality GARP ETF
-0.89%
-$6,237.58 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.89%
-$19,792 
EYLD Cambria Emerging Shareholder Yield Fund
-0.86%
-$2,148.4 
DE Deere & Company
-0.85%
-$2,832.9 
GS The Goldman Sachs Group, Inc.
-0.85%
-$8,163.9 
VO Vanguard Mid-Cap ETF
-0.84%
-$21,074.56 
VBK Vanguard Small-Cap Growth ETF
-0.83%
-$6,797.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.83%
-$4,000.17 
TSLA Tesla, Inc.
-0.81%
-$12,239.22 
UNH UnitedHealth Group Incorporated
-0.8%
-$28,454.6 
LLY Eli Lilly and Company
-0.8%
-$46,759.3 
BCX BlackRock Resources & Commodities Strategy Trust
-0.77%
-$1,455.21 
IMCB iShares Morningstar Mid-Cap ETF
-0.77%
-$4,886.31 
BIT BlackRock Multi-Sector Income Trust
-0.76%
-$1,388.9 
CNEQ Alger Concentrated Equity ETF
-0.69%
-$9,283.17 
XAR SPDR S&P Aerospace & Defense ETF
-0.68%
-$2,629.9 
GWW W.W. Grainger, Inc.
-0.68%
-$3,698.73 
AXON Axon Enterprise, Inc.
-0.67%
-$3,462.22 
IWY iShares Russell Top 200 Growth ETF
-0.66%
-$3,321.93 
ETR Entergy Corporation
-0.65%
-$3,502.5 
VTV Vanguard Value ETF
-0.64%
-$5,954.2 
IWF iShares Russell 1000 Growth ETF
-0.64%
-$4,823.04 
MSTR Strategy Inc.
-0.61%
-$1,395 
USMV iShares MSCI USA Min Vol Factor ETF
-0.61%
-$2,083.69 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.6%
-$1,844.13 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.59%
-$10,491.52 
XMHQ Invesco S&P MidCap Quality ETF
-0.57%
-$4,874.91 
DUK Duke Energy Corporation
-0.57%
-$25,003.55 
WELL Welltower Inc.
-0.55%
-$4,476.15 
NJUL Innovator Growth 100 Power Buffer ETF
-0.54%
-$5,023.32 
D Dominion Energy, Inc.
-0.53%
-$4,371.37 
PLD Prologis Inc.
-0.53%
-$4,276.5 
IWR iShares Russell Mid-Cap ETF
-0.52%
-$4,506.27 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.52%
-$4,563.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.51%
-$2,128.99 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.51%
-$1,167.68 
ULTA Ulta Beauty Inc.
-0.5%
-$1,539.48 
XT iShares Future Exponential Technologies ETF
-0.5%
-$8,507.91 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.47%
-$796.2 
XLU Utilities Select Sector SPDR Fund
-0.47%
-$1,751.17 
OGE Oge Energy Corp.
-0.47%
-$979.8 
CAH Cardinal Health Inc.
-0.45%
-$27,593.28 
ORR Militia Long/Short Equity ETF
-0.45%
-$4,151.52 
NFG National Fuel Gas Company
-0.45%
-$2,784.62 
FMDE Fidelity Enhanced Mid Cap ETF
-0.44%
-$9,683.46 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.43%
-$2,772.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.43%
-$3,338.84 
GLDM SPDR Gold MiniShares Trust
-0.43%
-$1,651.17 
IAU iShares Gold Trust
-0.41%
-$3,033.45 
OUNZ VanEck Merk Gold Trust
-0.41%
-$1,941.92 
ICF iShares Cohen & Steers Realty Majors ETF
-0.4%
-$1,566.4 
GLD SPDR Gold Shares
-0.4%
-$13,682.67 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$1,892.1 
THRO iShares U.S. Thematic Rotation Active ETF
-0.38%
-$1,513.55 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$2,680.97 
SO The Southern Company
-0.36%
-$16,141.3 
INTL Main International ETF
-0.36%
-$6,267.14 
IXUS iShares Core International Stock ETF
-0.36%
-$16,446.48 
AVNM Avantis All International Markets Equity ETF
-0.36%
-$1,851.71 
STXD Strive 1000 Dividend Growth Fund
-0.35%
-$1,904.14 
PHYS Sprott Physical Gold Trust
-0.34%
-$677.77 
GMOM Cambria Global Momentum ETF
-0.34%
-$2,760.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.34%
-$23,775.12 
AXGN Axogen Inc.
-0.34%
-$1,609.53 
NSSC Napco Security Technologies, Inc.
-0.33%
-$876.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.33%
-$7,535.82 
BDYN iShares Dynamic Equity Active ETF
-0.32%
-$6,277.05 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$4,602.48 
ABEQ Absolute Select Value ETF
-0.3%
-$952.04 
IMCV iShares Morningstar Mid-Cap ETF
-0.29%
-$1,311.47 
VB Vanguard Small-Cap ETF
-0.29%
-$854.34 
AWK American Water Works Company, Inc.
-0.29%
-$773.3 
RSG Republic Services, Inc.
-0.27%
-$9,216.09 
HON Honeywell International Inc.
-0.26%
-$281.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.24%
-$4,176.15 
FYLD Cambria Foreign Shareholder Yield ETF
-0.24%
-$1,056.42 
IGD Voya Global Equity Dividend Fund
-0.24%
-$158.97 
IUSG iShares Core S&P U.S. Growth ETF
-0.23%
-$1,902.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.22%
-$606 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.22%
-$1,754.87 
VYM Vanguard High Dividend Yield ETF
-0.22%
-$2,295.3 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.22%
-$632.7 
MPLX MPLX LP
-0.21%
-$743.76 
SFLR Innovator Equity Managed Floor ETF
-0.21%
-$7,271.92 
USRT iShares Core U.S. REIT ETF
-0.2%
-$583.2 
AVGO Broadcom Inc.
-0.2%
-$5,084.04 
SHOP Shopify Inc.
-0.2%
-$669.25 
BRK-B Berkshire Hathaway Inc.
-0.2%
-$8,132.48 
NAPR Innovator Growth 100 Power Buffer Fund
-0.19%
-$4,047.19 
NOCT Innovator Growth-100 Power Buffer ETF
-0.19%
-$2,121.86 
ACA Arcosa Inc.
-0.19%
-$1,002.51 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.18%
-$664.2 
BUYW Main Buywrite ETF
-0.17%
-$6,192.87 
CGGE Capital Group Global Equity ETF
-0.16%
-$1,710.22 
MRSK Toews Agility Shares Managed Risk ETF
-0.14%
-$488.53 
MDLZ Mondelez International, Inc.
-0.13%
-$2,999.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.13%
-$7,528.29 
QUAL iShares MSCI USA Quality Factor ETF
-0.12%
-$719.68 
MCD McDonald's Corporation
-0.12%
-$3,584.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$6,029.23 
EFG iShares MSCI EAFE Growth ETF
-0.11%
-$451.49 
SCHB Schwab U.S. Broad Market ETF
-0.1%
-$431.73 
CGUS Capital Group Core Equity ETF
-0.1%
-$1,707.26 
BJUL Innovator U.S. Equity Buffer ETF
-0.1%
-$280.47 
IVVM iShares Large Cap Moderate Buffer ETF
-0.09%
-$221.97 
CGMU Capital Group Municipal Income ETF
-0.09%
-$2,094.53 
VIG Vanguard Dividend Appreciation ETF
-0.09%
-$1,349.34 
BUFF Innovator Laddered Allocation Fund
-0.08%
-$5,860.31 
KO The Coca-Cola Company
-0.08%
-$3,856.72 
VOO Vanguard S&P 500 ETF
-0.08%
-$3,208.36 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.08%
-$946.94 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$7,165.32 
CMG Chipotle Mexican Grill, Inc.
-0.07%
-$279.85 
XBJL Inn US Equity Access 9 Buffered July Fund
-0.07%
-$965.48 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.06%
-$2,201.42 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$146.64 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.06%
-$618.32 
CGHM Capital Group Municipal High-Income ETF
-0.06%
-$900.69 
WTV WisdomTree U.S. Value Fund
-0.06%
-$368.58 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$2,725.69 
JAJL Innovator EDP ETF - 6M January/July
-0.05%
-$392.81 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.05%
-$443.97 
IVV iShares Core S&P 500 ETF
-0.05%
-$7,084.3 
UDEC Innovator U.S. Equity Ultra Fund
-0.05%
-$101.87 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$804.16 
DFAU Dimensional US Core Equity Market ETF
-0.04%
-$993.62 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.03%
-$290.63 
TAXF American Century Diversified Municipal Bond ETF
-0.03%
-$662.26 
BUXX Strive Enhanced Income Short Duration Fund
-0.03%
-$70.39 
BDEC Innovator U.S. Equity Buffer ETF
-0.02%
-$101.7 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$43.34 
JEPI JPMorgan Equity Premium Income Fund
-0.01%
-$119.48 
DNP DNP Select Income Fund Inc.
0%
-$2.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2701 | Longs Won 1676/2701 62% | Profit Factor 5.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,655.53 |
| Average Win $124,311.41 | Best Trade (Jul 17) $5.39M | Sharpe Ratio -2.07 |
| Average Loss -$35,317.53 | Worst Trade (Jun 30) -$5.53M | Z-Score 2.1 (96.45%) |
| Commissions $0 | Avg. Trade Length 7m | Expectancy $63,731.6 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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