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:
18.32%
Gain -0.21%
Monthly
0.84%
Yearly
10.61%
Drawdown
22.44%
$599.89M
Equity
Holdings
$599.89M
Investment
$499.59M
$182.45M
Profit -$1.57M
Realized
$82.14M
Unrealized
$100.3M
Dividends
$20.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$1.57M
Win %
71%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$1.89M
Win %
71%
This Month
Compared to last month
Gain
-0.26%
Profit
-$1.57M
Win %
71%
This Year
Compared to last year
Gain
0.49%
Profit
$2.95M
Win %
71%
LASR nLIGHT, Inc.
+83.42%
+$302,323.87 MFSG
MFSG
+18.28%
+$137,880.34 ZJUL
ZJUL
+11.95%
+$32,263.66 
CTA Simplify Managed Futures Strategy ETF
+6.64%
+$38,369.76 
APPN Appian Corporation
+5.31%
+$26,511.07 
LLY Eli Lilly and Company
+4.86%
+$248,089.95 
INNV InnovAge Holding Corp.
+4.7%
+$34,885.53 
GLD SPDR Gold Shares
+3.97%
+$145,657.72 
DIS The Walt Disney Company
+3.65%
+$21,812.94 
ANET Arista Networks, Inc.
+3.57%
+$26,132.44 
AAOI Applied Optoelectronics, Inc.
+3.31%
+$10,578.3 
PRM Perimeter Solutions Inc.
+3.08%
+$6,393.95 ZNOV
ZNOV
+2.94%
+$6,411.27 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+2.92%
+$6,485.38 
CAVA Cava Group Inc.
+2.82%
+$6,094.95 
STRL Sterling Infrastructure, Inc.
+2.65%
+$22,316.61 
VRT Vertiv Holdings Co
+2.64%
+$19,956.62 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+2.48%
+$14,243.06 
CAH Cardinal Health Inc.
+2.43%
+$124,181.84 ZFEB
ZFEB
+2.34%
+$12,410.68 
MCK McKesson Corporation
+2.25%
+$60,545.59 
MCD McDonald's Corporation
+2.09%
+$60,136.65 
BCX BlackRock Resources & Commodities Strategy Trust
+2.06%
+$3,967.87 
RTX RTX Corporation
+2.01%
+$28,131.18 
CMG Chipotle Mexican Grill, Inc.
+2.01%
+$7,618.72 
DELL Dell Technologies Inc.
+1.95%
+$32,686.12 
MELI MercadoLibre, Inc.
+1.8%
+$5,076.42 
XLE Energy Select Sector SPDR Fund
+1.76%
+$28,375.47 
VDE Vanguard Energy ETF
+1.65%
+$12,892.8 
CCJ Cameco Corporation
+1.59%
+$11,650.59 
TJX The TJX Companies, Inc.
+1.5%
+$14,753.25 
COHR Coherent Corp.
+1.39%
+$9,132.64 
HD The Home Depot, Inc.
+1.06%
+$14,239.75 
HII Huntington Ingalls Industries Inc.
+1.05%
+$4,715.51 
GE General Electric Company
+1.02%
+$10,022.4 
CGGO Capital Group Global Growth Equity ETF
+1%
+$7,852.32 
SBUX Starbucks Corporation
+0.87%
+$3,891.16 
MDLZ Mondelez International, Inc.
+0.84%
+$18,822.89 
JXN Jackson Financial Inc.
+0.71%
+$2,387.35 
GS The Goldman Sachs Group, Inc.
+0.7%
+$6,867.22 
MMM 3M Company
+0.69%
+$3,919.86 
COM Direxion Auspice Broad Commodity Strategy ETF
+0.61%
+$2,303.38 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$1,093 
C Citigroup Inc.
+0.56%
+$4,275.81 
INTL Main International ETF
+0.56%
+$11,122.25 
BAC Bank of America Corporation
+0.56%
+$5,038.95 
MO Altria Group, Inc.
+0.54%
+$6,069.48 
AAPL Apple Inc.
+0.52%
+$74,987.02 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.49%
+$6,067.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.49%
+$13,128.67 
PANW Palo Alto Networks, Inc.
+0.47%
+$2,604.08 
FTEC Fidelity MSCI Information Technology Index ETF
+0.46%
+$2,354.54 
USRT iShares Core U.S. REIT ETF
+0.44%
+$1,372.8 
PAVE Global X U.S. Infrastructure Development ETF
+0.43%
+$1,470 
EYLD Cambria Emerging Shareholder Yield Fund
+0.41%
+$1,040.44 
DE Deere & Company
+0.39%
+$1,140.03 
AXON Axon Enterprise, Inc.
+0.38%
+$3,173.93 
CNEQ Alger Concentrated Equity ETF
+0.37%
+$5,360.4 
HSBC HSBC Holdings plc Sponsored ADR
+0.36%
+$2,826.05 
CLOA iShares AAA CLO ETF
+0.34%
+$833 
PNQI Invesco NASDAQ Internet ETF
+0.34%
+$1,032.07 
AFL Aflac Inc.
+0.33%
+$3,381.27 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.28%
+$1,734.32 
CASY Casey's General Stores Inc.
+0.26%
+$10,951.7 
MRK Merck & Co., Inc.
+0.26%
+$913.77 
TFLO iShares Treasury Floating Rate Bond ETF
+0.26%
+$580.19 
BMAY Innovator U.S. Equity Buffer Fund
+0.25%
+$812.51 
PVAL Putnam Focused Large Cap Value ETF
+0.25%
+$3,514.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$13,203 
INTC Intel Corporation
+0.2%
+$681.6 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.18%
+$791.69 
CSX CSX Corporation
+0.18%
+$2,196.29 
LNT Alliant Energy Corporation
+0.17%
+$5,819.64 
RWL Invesco S&P 500 Revenue ETF
+0.16%
+$764.3 
EFV iShares MSCI EAFE Value ETF
+0.16%
+$610.09 
CB Chubb Limited
+0.15%
+$4,810.95 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$1,897.92 
JPIB JPMorgan International Bond ETF
+0.12%
+$274.5 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.12%
+$1,420.41 
EFA iShares MSCI EAFE ETF
+0.11%
+$887.64 
VOO Vanguard S&P 500 ETF
+0.08%
+$3,519.73 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$1,208.28 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$189.53 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$3,614.88 
MSCI MSCI Inc.
+0.07%
+$439.63 
HDV iShares Core High Dividend ETF
+0.07%
+$647.48 
ACA Arcosa Inc.
+0.07%
+$308.4 
JBND JPMorgan Active Bond ETF
+0.06%
+$1,140.75 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$118.88 
FSTR L.B. Foster Company
+0.05%
+$191.3 
BNDX Vanguard Total International Bond ETF
+0.04%
+$503.54 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.03%
+$224.88 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$510.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$39.86 
XAR SPDR S&P Aerospace & Defense ETF
+0.02%
+$85.42 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$825.37 
EDGF 3Edge Dynamic Fixed Income ETF
+0.01%
+$347.23 
ABBV AbbVie Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
$0 
ALTO Alto Ingredients Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ATEN A10 Networks, Inc.
0%
$0 
ATRO Astronics Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BLK BlackRock, Inc.
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPNG Coupang Inc.
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CXDO Crexendo, Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
FCFS FirstCash Holdings, Inc.
0%
$0 
FTAI FTAI Aviation Ltd.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LRN Stride, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MEDP Medpace Holdings Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
OSG Octave Specialty Group, Inc.
0%
$0 
OUST Ouster, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PLD Prologis Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RTO Rentokil Initial plc Sponsored ADR
0%
$0 
SHOP Shopify Inc.
0%
$0 
SUN Sunoco L.P.
0%
$0 
TGTX TG Therapeutics, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNM Unum Group
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FYLD Cambria Foreign Shareholder Yield ETF
0%
$0 
IGPT Invesco AI and Next Gen Software ETF
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
TDV ProShares S&P Technology Dividend Aristocrats ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XSD SPDR S&P Semiconductor ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
XT iShares Future Exponential Technologies ETF
0%
-$7.68 
PDI Pimco Dynamic Income Fund
0%
$0 
PTL Inspire 500 ETF
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
OKLO Oklo Inc.
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
CGHM Capital Group Municipal High-Income ETF
0%
$0 
ZDEK Innovator Equity Defined Protection ETF
0%
-$3.19 
CORO Ishares International Country Rotational Active ETF
0%
$0 
XYZ Block, Inc.
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
COMP Compass Inc.
0%
$0 
STXF Strive 500 ETF
0%
$0 
XGN Exagen Inc.
-29.77%
-$149,825.28 
NBIG Leverage Shares 2x Long NBIS Daily ETF
-27.57%
-$175,047 
FET Forum Energy Technologies Inc.
-15.65%
-$105,518.99 
APPS Digital Turbine Inc.
-15.25%
-$55,516.15 
TQQQ ProShares UltraPro QQQ
-13.63%
-$66,861 
SPCX Space Exploration Technologies Corp. Class A
-13.61%
-$35,467.74 
RFIL RF Industries Ltd.
-10.07%
-$32,605.26 
ATEX Anterix Inc.
-9.15%
-$130,625.25 
NPCE NeuroPace Inc.
-8.84%
-$31,837.5 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-8.73%
-$25,627.52 
NWL Newell Brands Inc.
-8.65%
-$33,611.54 
HYPR Hyperfine Inc.
-8.23%
-$23,072.87 
NPKI NPK International Inc.
-8.23%
-$36,681.12 
IGV iShares Expanded Tech-Software Sector ETF
-7.27%
-$109,919.96 
UBER Uber Technologies, Inc.
-6.88%
-$29,353.42 
XOVR ERShares Private-Public Crossover ETF
-6.53%
-$16,742.7 
SHOC SHOC US Semiconductor Equity ETF
-6.25%
-$97,369.63 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-6.25%
-$15,118.96 
IDEF iShares U.S. Defense & Aerospace Index ETF
-6.23%
-$28,020.95 
IYW iShares U.S. Technology ETF
-6.12%
-$29,034.73 
SMH VanEck Semiconductor ETF
-6.11%
-$49,005.73 
TMAT Main Thematic Innovation ETF
-6.07%
-$22,600.54 
VGT Vanguard Information Technology ETF
-5.83%
-$444,346 
FCLD Fidelity Cloud Computing ETF
-5.81%
-$35,240.8 
SNDK SanDisk Corporation
-5.79%
-$30,238.92 
BEN Franklin Resources Inc.
-5.34%
-$37,621.27 
CACI Caci International Inc.
-5.04%
-$21,389.96 
QQQM Invesco NASDAQ 100 ETF
-4.95%
-$33,238.68 
PRN Invesco Dorsey Wright Industrials ETF
-4.84%
-$64,415.9 
IWF iShares Russell 1000 Growth ETF
-4.81%
-$42,505.84 
WYY WidePoint Corporation
-4.78%
-$12,844.86 
ILCG iShares Morningstar Growth ETF
-4.62%
-$70,600.5 
AIRR First Trust RBA American Industrial Renaissance ETF
-4.57%
-$94,376.98 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$53,430.12 
IUSG iShares Core S&P U.S. Growth ETF
-4.37%
-$37,560.25 
VUG Vanguard Growth ETF
-4.37%
-$56,611.11 
AMT American Tower Corporation
-4.1%
-$86,770.22 
ISCG iShares Morningstar Small-Cap Growth ETF
-4.06%
-$26,849.8 
GOOGL Alphabet Inc
-4.03%
-$114,012.95 
ORN Orion Group Holdings Inc.
-3.93%
-$8,993.6 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-3.85%
-$18,460.95 
STXG Strive 1000 Growth ETF
-3.81%
-$32,918.51 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$30,077.79 
XMMO Invesco S&P MidCap Momentum ETF
-3.77%
-$10,466.52 
SECT Main Sector Rotation ETF
-3.69%
-$129,154.97 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-3.66%
-$8,833.44 
FDIG Fidelity Crypto Industry & Digital Payments ETF
-3.62%
-$12,221.95 
FMAT Fidelity MSCI Materials Index ETF
-3.59%
-$17,057.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-3.56%
-$12,880.15 
DFAE Dimensional Emerging Core Equity Market ETF
-3.55%
-$23,719.44 
IMCG iShares Morningstar Mid-Cap Growth ETF
-3.53%
-$19,484.52 
STXE Strive Emerging Markets ex-China Mutual Fund
-3.52%
-$21,127.43 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$26,213.72 
SFLO VS Small Cap Free Cash Flow ETF
-3.51%
-$30,481.37 
THRO iShares U.S. Thematic Rotation Active ETF
-3.51%
-$11,305.7 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.51%
-$7,004.85 
QMOM Alpha U.S. Quantitative Momentum ETF
-3.48%
-$11,129.82 
VTWO Vanguard Russell 2000 ETF
-3.47%
-$105,635.79 
BMY Bristol-Myers Squibb Company
-3.43%
-$35,827.78 
CALF Pacer US Small Cap Cash Cows 100 ETF
-3.39%
-$8,863.5 
XPEL XPEL, Inc.
-3.35%
-$8,135.82 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$25,438 
CGMM Capital Group U.S. Small and Mid Cap ETF
-3.27%
-$13,685.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-3.24%
-$201,784.41 
IWV ISHARES RUSSELL 3000 ETF
-3.23%
-$6,967.29 
BIBL Inspire 100 ETF
-3.2%
-$11,340 
GRNY Fundstrat Granny Shots US Large Cap ETF
-3.19%
-$59,144.06 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-3.13%
-$36,316.62 
NTLA Intellia Therapeutics Inc.
-3.09%
-$12,438.3 
IJS iShares S&P Small-Cap 600 Value ETF
-3.07%
-$7,322.67 
SLYV SPDR S&P 600 Small Cap Value ETF
-3.07%
-$19,894 
BDYN iShares Dynamic Equity Active ETF
-3.06%
-$66,858.57 
CGNG Capital Group New Geography Equity ETF
-3.02%
-$6,557.88 
BR Broadridge Financial Solutions, Inc.
-3.02%
-$11,836.4 
DFAU Dimensional US Core Equity Market ETF
-3.02%
-$78,611.47 
CGDV Capital Group Dividend Value ETF
-3.02%
-$72,250.73 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-2.98%
-$8,481.02 
CGUS Capital Group Core Equity ETF
-2.95%
-$56,182.92 
CHD Church & Dwight Co., Inc.
-2.9%
-$9,926.79 
EEM iShares MSCI Emerging Markets ETF
-2.89%
-$9,555.75 
IWR iShares Russell Mid-Cap ETF
-2.87%
-$24,951.24 
FVAL Fidelity Value Factor ETF
-2.85%
-$20,760.92 
SPHQ Invesco S&P 500 Quality ETF
-2.81%
-$18,948.3 
BBLU EA Bridgeway Blue Chip ETF
-2.75%
-$27,102.49 
SLV iShares Silver Trust
-2.75%
-$14,375.24 
LITE Lumentum Holdings Inc.
-2.74%
-$11,766.49 
ISCV iShares Morningstar Small-Cap Value ETF
-2.65%
-$13,238.64 
CGGE Capital Group Global Equity ETF
-2.6%
-$32,918.28 
PLTR Palantir Technologies Inc.
-2.6%
-$26,830.89 
BFLX iShares Flexible Equity Active ETF
-2.6%
-$23,096.2 
VLUE iShares MSCI USA Value Factor ETF
-2.57%
-$6,118.18 
IWN iShares Russell 2000 Value ETF
-2.52%
-$6,812.96 
FMDE Fidelity Enhanced Mid Cap ETF
-2.51%
-$56,828.72 
NJUL Innovator Growth 100 Power Buffer ETF
-2.51%
-$24,077.81 
TCHI iShares MSCI China Tech ETF
-2.45%
-$7,860.64 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$173,434.68 
VO Vanguard Mid-Cap ETF
-2.34%
-$62,931.66 
QVAL Alpha Architect U.S. Quantitative Value ETF
-2.34%
-$8,425.2 
STXD Strive 1000 Dividend Growth Fund
-2.27%
-$12,622.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$13,878.4 
CVGI Commercial Vehicle Group, Inc.
-2.19%
-$6,838.68 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$14,674.39 
BJUN Innovator U.S. Equity Buffer ETF - June
-2.15%
-$25,118.25 
WTV WisdomTree U.S. Value Fund
-2.12%
-$14,259.83 
AVNM Avantis All International Markets Equity ETF
-2.11%
-$11,328.03 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.11%
-$13,135.76 
SPEM SPDR Portfolio Emerging Markets ETF
-2.1%
-$6,617.39 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-2.09%
-$5,175.6 
TXN Texas Instruments Inc
-2.08%
-$7,724.37 
IXUS iShares Core International Stock ETF
-2.08%
-$96,912.15 
IBIT iShares Bitcoin Trust
-2.06%
-$7,363.5 
CGCV Capital Group Conservative Equity ETF
-1.95%
-$4,863.54 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$29,920.25 
SOXX iShares Semiconductor ETF
-1.94%
-$44,288.86 
KR Kroger Co.
-1.92%
-$57,725.55 
LRCX Lam Research Corporation
-1.9%
-$22,015.1 
CEF Sprott Physical Gold and Silver Trust
-1.89%
-$68,371.53 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-1.87%
-$15,850.88 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$5,288.81 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.86%
-$4,551.11 
BAUG Innovator U.S. Equity Buffer ETF
-1.85%
-$12,740.75 
BJUL Innovator U.S. Equity Buffer ETF
-1.85%
-$32,952.51 
AKRE Akre Focus ETF
-1.84%
-$4,736.88 
VST Vistra Corp
-1.82%
-$20,827.8 
MAIN Main Street Capital Corporation
-1.82%
-$5,379.92 
TSLA Tesla, Inc.
-1.77%
-$21,239.64 
VTV Vanguard Value ETF
-1.75%
-$18,208.4 
AAVM Alpha Value Momentum Trend ETF
-1.74%
-$5,020 
IUSV iShares Core S&P U.S. Value ETF
-1.72%
-$10,188.08 
IVVM iShares Large Cap Moderate Buffer ETF
-1.67%
-$3,911.67 
BDEC Innovator U.S. Equity Buffer ETF
-1.65%
-$9,117.41 
TPIF Timothy Plan International ETF
-1.64%
-$5,197.5 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$39,952.93 
XLF Financial Select Sector SPDR Fund
-1.62%
-$31,593.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$7,872 
BUFB Innovator Laddered Allocation Buffer ETF
-1.59%
-$150,341.76 
MRSK Toews Agility Shares Managed Risk ETF
-1.57%
-$14,211.53 
IQLT iShares MSCI International Quality Factor ETF
-1.55%
-$8,786.38 
AOM iShares Core 40/60 Moderate Allocation ETF
-1.52%
-$4,772.03 
XOM Exxon Mobil Corporation
-1.51%
-$14,944.68 
PRTH Priority Technology Holdings, Inc.
-1.49%
-$5,610 
SFLR Innovator Equity Managed Floor ETF
-1.49%
-$61,263.08 
XBJL Inn US Equity Access 9 Buffered July Fund
-1.49%
-$21,608.59 
BAI iShares A.I. Innovation and Tech Active ETF
-1.49%
-$12,455.1 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.44%
-$10,394.72 
WWJD Inspire International ETF
-1.42%
-$3,135 
DGRO iShares Core Dividend Growth ETF
-1.42%
-$6,708.79 
IEUR iShares Core MSCI Europe ETF
-1.41%
-$6,693.5 
BJAN Innovator U.S. Equity Buffer ETF - January
-1.4%
-$43,586.05 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-1.39%
-$4,501.31 
ARTY iShares Future AI & Tech ETF
-1.39%
-$28,902.72 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-1.39%
-$5,275.1 
DFAI Dimensional International Core Equity Market ETF
-1.38%
-$28,109.47 
IMCV iShares Morningstar Mid-Cap ETF
-1.37%
-$6,800.29 
BMAR Innovator U.S. Equity Buffer ETF
-1.37%
-$5,346.37 
T AT&T Inc.
-1.37%
-$37,216.76 
NJAN Innovator Growth 100 Power Buffer ETF - January
-1.33%
-$10,884.41 
NOCT Innovator Growth-100 Power Buffer ETF
-1.3%
-$15,916.27 
DVY iShares Select Dividend ETF
-1.22%
-$3,745.16 
BUFF Innovator Laddered Allocation Fund
-1.16%
-$82,682.58 
UTG Reaves Utility Income Fund
-1.16%
-$2,254.5 
NAPR Innovator Growth 100 Power Buffer Fund
-1.12%
-$24,449.94 
MSFT Microsoft Corp.
-1.09%
-$89,500.15 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-1.06%
-$5,890.49 
XLU Utilities Select Sector SPDR Fund
-1.05%
-$3,752.09 
AWK American Water Works Company, Inc.
-1%
-$24,247.2 
PSFF Pacer Swan SOS Fund of Funds
-1%
-$8,565.32 
LNG Cheniere Energy Inc.
-0.98%
-$6,239.03 
UDEC Innovator U.S. Equity Ultra Fund
-0.97%
-$2,141.85 
ABEQ Absolute Select Value ETF
-0.96%
-$3,782.34 
IFLR Innovator International Developed Managed Floor ETF
-0.96%
-$3,093.76 
PUBM PubMatic Inc.
-0.95%
-$2,875.47 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.94%
-$1,252.4 
MGNI Magnite, Inc.
-0.91%
-$2,699.14 
PHYS Sprott Physical Gold Trust
-0.91%
-$2,189.04 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$119,930.32 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.9%
-$3,624.24 
DUK Duke Energy Corporation
-0.87%
-$35,408.88 
PG Procter & Gamble Co
-0.86%
-$26,047.89 
CGDG Capital Group Dividend Growers ETF
-0.85%
-$8,048.7 
BAPR Innovator U.S. Equity Buffer ETF
-0.84%
-$5,567.76 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.83%
-$7,410.24 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.83%
-$3,928.86 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.83%
-$4,120.2 
GMOM Cambria Global Momentum ETF
-0.83%
-$6,415.71 
OGE Oge Energy Corp.
-0.82%
-$1,674.27 
ORR Militia Long/Short Equity ETF
-0.82%
-$5,734.4 
ULTA Ulta Beauty Inc.
-0.81%
-$3,665.18 
F Ford Motor Company
-0.77%
-$1,684.54 
BLV Vanguard Long-Term Bond ETF
-0.75%
-$5,985.5 
DFAS Dimensional U.S. Small Cap ETF
-0.74%
-$6,621.6 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.73%
-$20,122.96 
VB Vanguard Small-Cap ETF
-0.72%
-$2,567.39 
ILTB iShares Core 10+ Year USD Bond ETF
-0.71%
-$3,234.42 
ORCL Oracle Corporation
-0.7%
-$5,926.64 
GLDM SPDR Gold MiniShares Trust
-0.69%
-$3,004.96 
BSEP Innovator U.S. Equity Buffer ETF
-0.69%
-$15,123.29 
OUNZ VanEck Merk Gold Trust
-0.69%
-$3,235.14 
BUYW Main Buywrite ETF
-0.69%
-$28,757.7 
IAU iShares Gold Trust
-0.68%
-$5,944.64 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$5,853.09 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.66%
-$3,536.1 
PTRB PGIM Total Return Bond ETF
-0.66%
-$1,940.21 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$2,099.84 
CAT Caterpillar Inc.
-0.62%
-$9,369.3 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$9,794.4 
FESM Fidelity Enhanced Small Cap ETF
-0.54%
-$8,374.6 
JAJL Innovator EDP ETF - 6M January/July
-0.53%
-$4,388.48 
AXGN Axogen Inc.
-0.5%
-$2,994.6 
TJUL Innovator Equity Defined Protection ETF 0725
-0.49%
-$2,264.7 
SPG Simon Property Group, Inc.
-0.48%
-$3,954.48 
STXT Strive Total Return Bond ETF
-0.46%
-$944.19 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.46%
-$4,768.09 
APP AppLovin Corporation Class A Common Stock
-0.45%
-$1,729.02 
TAXF American Century Diversified Municipal Bond ETF
-0.42%
-$9,271.67 
WM Waste Management, Inc.
-0.42%
-$13,421.32 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.41%
-$1,666.11 
ROL Rollins, Inc.
-0.4%
-$1,168.2 
BABA Alibaba Group Holding Limited SP ADR
-0.36%
-$1,007.23 
NLY Annaly Capital Management, Inc.
-0.35%
-$882.56 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$4,671.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.32%
-$3,062.54 
ADC Agree Realty Corporation
-0.31%
-$1,259.51 
DFIV Dimensional International Value ETF
-0.31%
-$3,763.44 
IWY iShares Russell Top 200 Growth ETF
-0.31%
-$1,431.45 
RSG Republic Services, Inc.
-0.31%
-$9,289.54 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$9,467.22 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$1,455.53 
CGMU Capital Group Municipal Income ETF
-0.26%
-$6,559.21 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$6,249.88 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$3,047.44 
ICVT iShares Convertible Bond ETF
-0.24%
-$852.6 
XDQQ Innovator Growth 100 Accelerated ETF
-0.23%
-$1,125.67 
IWM iShares Russell 2000 ETF
-0.23%
-$6,931.83 
COWZ Pacer US Cash Cows 100 ETF
-0.22%
-$3,639.37 
TPR Tapestry Inc.
-0.22%
-$1,567.74 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$5,854 
VFLO VictoryShares Free Cash Flow ETF
-0.2%
-$1,435.69 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$19,251.79 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.2%
-$760.33 
RSKD Riskified Ltd.
-0.19%
-$723.8 
IVV iShares Core S&P 500 ETF
-0.18%
-$33,032.54 
EPD Enterprise Products Partners L.P.
-0.18%
-$613.91 
FLDR Fidelity Low Duration Bond ETF
-0.18%
-$749.07 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$605.48 
SO The Southern Company
-0.16%
-$6,431.1 
BGRN iShares USD Green Bond ETF
-0.16%
-$450.15 
ICF iShares Cohen & Steers Realty Majors ETF
-0.16%
-$690.25 
BLCR iShares Large Cap Core ACT ETF
-0.16%
-$754.96 
JPLD JPMorgan Limited Duration ETF
-0.15%
-$381.36 
CGSM Capital Group Short Duration Municipal Income ETF
-0.15%
-$1,200.52 
DNP DNP Select Income Fund Inc.
-0.09%
-$233.98 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$769.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$953.87 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$881.2 
BIT BlackRock Multi-Sector Income Trust
-0.08%
-$146.2 
VHT Vanguard Health Care ETF
-0.06%
-$2,448.4 
RFLR Innovator U.S. Small Cap Managed Floor ETF
-0.06%
-$125.71 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$235.22 
BUXX Strive Enhanced Income Short Duration Fund
-0.05%
-$142.29 
NOC Northrop Grumman Corporation
-0.04%
-$1,173.18 
GSY Invesco Ultra Short Duration ETF
-0.04%
-$92.36 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$72.53 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$191.18 
PAAA PGIM AAA CLO ETF
-0.02%
-$165.13 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$73.56 
VDC VANGUARD CONSUMER STAPLES ETF
-0.01%
-$21.42 
MBB iShares MBS ETF
-0.01%
-$16.59 
EFG iShares MSCI EAFE Growth ETF
0%
-$23.64 Events
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Dividends
Dividend Analysis
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| Trades 3167 | Longs Won 2192/3167 69% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,202.31 |
| Average Win $106,976.71 | Best Trade (Jun 30) $4.99M | Sharpe Ratio -2.24 |
| Average Loss -$53,380.81 | Worst Trade (Jun 30) -$5.53M | Z-Score 10.17 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 4d | Expectancy $57,608.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 2,429 | $359,881 | $330,307.56 | - | -$29,573.44 | -8.22% | +3.309% |
| AAPL Apple Inc. | 46,288 | $10.1M | $14.4M | - | $4.3M | 42.54% | +0.524% |
| AAVM Alpha Value Momentum Trend ETF | 8,420 | $248,760.17 | $283,179.76 | - | $34,419.59 | 13.84% | -1.742% |
| ABBV AbbVie Inc. | 6,415 | $1.37M | $1.56M | - | $195,578.15 | 14.29% | 0.0 |
| ABEQ Absolute Select Value ETF | 10,195 | $355,091.04 | $389,642.7 | - | $34,551.66 | 9.73% | -0.961% |
| ACA Arcosa Inc. | 3,084 | $327,753.86 | $448,166.88 | - | $120,413.02 | 36.74% | +0.069% |
| ADBE Adobe Inc. | 3,693 | $1.12M | $950,910.53 | - | -$166,351.42 | -14.89% | 0.0 |
| ADC Agree Realty Corporation | 5,248 | $376,235.32 | $399,267.85 | - | $23,032.53 | 6.12% | -0.314% |
| AEM Agnico Eagle Mines Limited | 2,444 | $423,028.18 | $368,090.84 | - | -$54,937.34 | -12.99% | 0.0 |
| AFL Aflac Inc. | 8,247 | $916,941.81 | $1.04M | - | $118,551.51 | 12.93% | +0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,222 | $1.1M | $1.09M | - | -$1,317 | -0.12% | -0.087% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 16,823 | $1.24M | $1.97M | - | $732,415.33 | 59.22% | -4.574% |
| AKRE Akre Focus ETF | 4,386 | $233,265 | $252,151.14 | - | $18,886.14 | 8.1% | -1.844% |
| ALTO Alto Ingredients Inc. | 141,910 | $434,659.3 | $750,703.9 | - | $316,044.6 | 72.71% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 4,607 | $721,328.78 | $2.39M | - | $1.67M | 231.21% | 0.0 |
| AMGN Amgen Inc. | 2,602 | $798,719.37 | $1.01M | - | $216,112.64 | 27.06% | 0.0 |
| AMKR Amkor Technology Inc. | 9,060 | $453,041.52 | $506,182.2 | - | $53,140.68 | 11.73% | 0.0 |
| AMT American Tower Corporation | 12,085 | $1.98M | $2.03M | - | $54,309.03 | 2.75% | -4.097% |
| AMZN Amazon.com Inc | 20,557 | $3.93M | $5.7M | - | $1.77M | 45.13% | 0.0 |
| ANET Arista Networks, Inc. | 3,843 | $652,825 | $758,262.33 | - | $105,437.33 | 16.15% | +3.569% |
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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 Laura J. Bornheimer?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.86M, Microsoft Corp - $5.37M, Invesco QQQ Trust, Series 1 - $4.67M, Vanguard Information Technology ETF - $4.52M, and iShares Core S&P 500 ETF - $3.59M. 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: Apple Inc - $5.18M, UnitedHealth Group Incorporated - $2.87M, Vanguard Health Care ETF - $1.64M, Alibaba Group Holding Limited SP ADR - $1.24M, and Organon & Co - $1.2M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laura J. Bornheimer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.74M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $587,918.27, iShares Short Treasury Bond ETF - $479,279.95, JPMorgan Nasdaq Equity Premium Income ETF - $451,857.46, iShares Core S&P 500 ETF - $324,610.34, and Verizon Communications Inc - $321,147.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laura J. Bornheimer's monthly returns?
Laura J. Bornheimer's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Laura J. Bornheimer's strategy be considered aggressive or moderate?
Laura J. Bornheimer'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 Laura J. Bornheimer's strategy?
Laura J. Bornheimer's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
