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:
17%
Gain -0.63%
Monthly
0.73%
Yearly
9.16%
Drawdown
22.4%
$593.9M
Equity
Holdings
$593.9M
Investment
$499.59M
$175.93M
Profit -$4.89M
Realized
$81.62M
Unrealized
$94.31M
Dividends
$22.16M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$4.89M
Win %
66%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$8.04M
Win %
66%
This Month
Compared to last month
Gain
0.34%
Profit
$2.03M
Win %
66%
This Year
Compared to last year
Gain
-0.51%
Profit
-$3.04M
Win %
67%
CAVA Cava Group Inc.
+2.83%
+$5,345.85 
RTX RTX Corporation
+2.71%
+$32,488.56 
NOC Northrop Grumman Corporation
+2.61%
+$66,619.06 
LNG Cheniere Energy Inc.
+2.33%
+$16,065.99 
MSI Motorola Solutions, Inc.
+2.26%
+$63,064.59 
CTA Simplify Managed Futures Strategy ETF
+2.25%
+$15,007.34 
PM Philip Morris International Inc.
+2.11%
+$18,747.13 
CVX Chevron Corporation
+2.06%
+$46,453 
XLE Energy Select Sector SPDR Fund
+1.98%
+$36,364.68 
VDE Vanguard Energy ETF
+1.96%
+$17,253.6 
FET Forum Energy Technologies Inc.
+1.91%
+$13,337.31 
TJX The TJX Companies, Inc.
+1.83%
+$16,496.25 
F Ford Motor Company
+1.83%
+$3,445.65 
DUK Duke Energy Corporation
+1.72%
+$66,883.44 
EPD Enterprise Products Partners L.P.
+1.7%
+$5,305.85 
XOM Exxon Mobil Corporation
+1.64%
+$18,408.18 
SO The Southern Company
+1.63%
+$62,167.3 
CASY Casey's General Stores Inc.
+1.55%
+$51,920.54 
MDLZ Mondelez International, Inc.
+1.46%
+$33,302.2 
DNP DNP Select Income Fund Inc.
+1.42%
+$3,275.72 
MO Altria Group, Inc.
+1.38%
+$16,732.08 
LNT Alliant Energy Corporation
+1.34%
+$43,647.4 
COST Costco Wholesale Corporation
+1.28%
+$10,992.56 
KO The Coca-Cola Company
+1.27%
+$57,554.64 
AMT American Tower Corporation
+1.27%
+$27,795.5 
PSX Phillips 66
+1.19%
+$15,094.68 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.18%
+$2,926.33 
D Dominion Energy, Inc.
+1.16%
+$8,206.66 
BCX BlackRock Resources & Commodities Strategy Trust
+1.16%
+$2,263.66 
GE General Electric Company
+1.15%
+$9,369.9 
AWK American Water Works Company, Inc.
+1.14%
+$27,323.45 
HDV iShares Core High Dividend ETF
+1.13%
+$10,845.29 
CINF Cincinnati Financial Corporation
+1.09%
+$3,700.26 
OGE Oge Energy Corp.
+1.08%
+$2,189.43 
XLU Utilities Select Sector SPDR Fund
+1.06%
+$3,550.36 
MRK Merck & Co., Inc.
+1.03%
+$4,153.5 
NPKI NPK International Inc.
+0.98%
+$3,438.86 
NEE NextEra Energy, Inc.
+0.94%
+$10,720.38 
KR Kroger Co.
+0.89%
+$28,862.78 
VZ Verizon Communications Inc.
+0.88%
+$5,733.78 
HD The Home Depot, Inc.
+0.87%
+$10,303.53 
SUN Sunoco L.P.
+0.83%
+$5,892.6 
RTO Rentokil Initial plc Sponsored ADR
+0.82%
+$14,247.87 
VDC VANGUARD CONSUMER STAPLES ETF
+0.78%
+$1,970.64 
HII Huntington Ingalls Industries Inc.
+0.78%
+$2,893.28 
ORR Militia Long/Short Equity ETF
+0.77%
+$5,250.56 
PG Procter & Gamble Co
+0.76%
+$24,420 
WMT Walmart Inc.
+0.76%
+$18,560.7 
ETR Entergy Corporation
+0.76%
+$3,506.81 
JPM JPMorgan Chase & Co.
+0.71%
+$17,519.18 
JNJ Johnson & Johnson
+0.7%
+$39,433.83 
OSG Octave Specialty Group, Inc.
+0.65%
+$1,808.85 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$14,592.83 
AFL Aflac Inc.
+0.59%
+$5,772.88 
ABEQ Absolute Select Value ETF
+0.58%
+$2,293.87 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$27,574.87 
ABBV AbbVie Inc.
+0.57%
+$10,328.15 
CB Chubb Limited
+0.56%
+$17,461.55 
LLY Eli Lilly and Company
+0.55%
+$31,251.95 
CVGI Commercial Vehicle Group, Inc.
+0.53%
+$1,206.83 
TXN Texas Instruments Inc
+0.51%
+$1,863.91 
TPR Tapestry Inc.
+0.49%
+$2,720.49 
DVY iShares Select Dividend ETF
+0.48%
+$1,439.73 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.48%
+$3,069.62 
ATRO Astronics Corporation
+0.46%
+$1,906.37 
SPG Simon Property Group, Inc.
+0.43%
+$3,174.5 
GEV GE Vernova Inc.
+0.39%
+$915.86 
TRV The Travelers Companies, Inc.
+0.38%
+$1,518.51 
FYLD Cambria Foreign Shareholder Yield ETF
+0.37%
+$1,846.2 
C Citigroup Inc.
+0.36%
+$2,471.09 
V Visa Inc. Class A
+0.34%
+$5,607.28 
ADC Agree Realty Corporation
+0.32%
+$1,128.32 
DFIV Dimensional International Value ETF
+0.31%
+$3,658.9 
T AT&T Inc.
+0.3%
+$8,234.18 
FMAT Fidelity MSCI Materials Index ETF
+0.28%
+$1,287.36 
AAPL Apple Inc.
+0.23%
+$36,567.52 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.21%
+$794.38 
UTG Reaves Utility Income Fund
+0.2%
+$350.71 
MCK McKesson Corporation
+0.2%
+$6,374.89 
MTZ MasTec, Inc. Common Stock
+0.19%
+$1,192.14 
PFE Pfizer Inc.
+0.17%
+$672.6 
ICF iShares Cohen & Steers Realty Majors ETF
+0.15%
+$627.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$259.09 
PRTH Priority Technology Holdings, Inc.
+0.13%
+$561 
GMOM Cambria Global Momentum ETF
+0.12%
+$1,010.02 
CGDG Capital Group Dividend Growers ETF
+0.12%
+$1,097.55 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$479.2 
EFV iShares MSCI EAFE Value ETF
+0.09%
+$328.51 
BLK BlackRock, Inc.
+0.08%
+$210.87 
JPIB JPMorgan International Bond ETF
+0.07%
+$160.12 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$631.76 
AMGN Amgen Inc.
+0.06%
+$696.3 
FLDR Fidelity Low Duration Bond ETF
+0.05%
+$208.07 
VYM Vanguard High Dividend Yield ETF
+0.05%
+$524.96 
IFLR Innovator International Developed Managed Floor ETF
+0.04%
+$136.51 
SHV iShares Short Treasury Bond ETF
+0.03%
+$861.98 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$69.27 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$185.82 
CLOA iShares AAA CLO ETF
+0.03%
+$71.4 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$108.8 
PAAA PGIM AAA CLO ETF
+0.03%
+$247.69 
TPIF Timothy Plan International ETF
+0.03%
+$82.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.03%
+$63.21 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$510.84 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.02%
+$236.74 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$212.94 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$825.37 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$22.32 
VTV Vanguard Value ETF
+0.01%
+$92.9 
CHD Church & Dwight Co., Inc.
+0.01%
+$16.6 
LASR nLIGHT, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
-$0.02 ZNOV
ZNOV
0%
$0 ZJUL
ZJUL
0%
$0 MFSG
MFSG
0%
$0 ZFEB
ZFEB
0%
$0 
NBIG Leverage Shares 2x Long NBIS Daily ETF
-22.37%
-$78,534.6 
XGN Exagen Inc.
-9.99%
-$66,719.07 
AAOI Applied Optoelectronics, Inc.
-8.04%
-$16,362.23 
OUST Ouster, Inc.
-8.01%
-$42,858.25 
PANW Palo Alto Networks, Inc.
-7.98%
-$44,723.56 
CRWD CrowdStrike Holdings, Inc.
-7.63%
-$28,824.63 
PLTR Palantir Technologies Inc.
-7.54%
-$95,842.73 
OKLO Oklo Inc.
-6.86%
-$18,222.76 
APPS Digital Turbine Inc.
-6.83%
-$27,566.64 
TQQQ ProShares UltraPro QQQ
-6.64%
-$32,119.5 
COMP Compass Inc.
-6.45%
-$7,741.94 
COHR Coherent Corp.
-6.32%
-$32,198.22 
ATEX Anterix Inc.
-5.91%
-$66,990.75 
NOW ServiceNow, Inc.
-5.63%
-$24,492.72 
PUBM PubMatic Inc.
-5.5%
-$21,676.62 
BE Bloom Energy Corporation
-5.35%
-$43,721.76 
IGV iShares Expanded Tech-Software Sector ETF
-5.26%
-$85,534.48 
AXON Axon Enterprise, Inc.
-5.22%
-$30,187.08 
FCLD Fidelity Cloud Computing ETF
-5.1%
-$32,507.84 
SNDK SanDisk Corporation
-5.08%
-$25,956.72 
FDIG Fidelity Crypto Industry & Digital Payments ETF
-4.98%
-$15,127.05 
INTC Intel Corporation
-4.96%
-$16,119.84 
APPN Appian Corporation
-4.86%
-$37,396.41 
AMD Advanced Micro Devices, Inc.
-4.62%
-$119,689.86 
ORCL Oracle Corporation
-4.53%
-$35,588.71 
STRL Sterling Infrastructure, Inc.
-4.51%
-$31,292.95 
APP AppLovin Corporation Class A Common Stock
-4.51%
-$11,455.44 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-4.3%
-$11,873.62 
BAI iShares A.I. Innovation and Tech Active ETF
-4.25%
-$33,949.83 
MGNI Magnite, Inc.
-4.17%
-$14,490.12 
ARTY iShares Future AI & Tech ETF
-4.17%
-$85,999.76 
ALTO Alto Ingredients Inc.
-4.1%
-$21,286.5 
MU Micron Technology, Inc.
-4.1%
-$147,105.94 
SHOP Shopify Inc.
-4.03%
-$24,627.4 
ATEN A10 Networks, Inc.
-4%
-$16,445.03 
LITE Lumentum Holdings Inc.
-3.98%
-$17,457.85 
ANET Arista Networks, Inc.
-3.96%
-$28,207.58 
CRDO Credo Technology Group Holding Ltd.
-3.71%
-$37,497.5 
DELL Dell Technologies Inc.
-3.67%
-$62,325.8 
RSKD Riskified Ltd.
-3.66%
-$22,799.7 
IGPT Invesco AI and Next Gen Software ETF
-3.65%
-$9,670.76 
LRCX Lam Research Corporation
-3.63%
-$36,789.38 
NTLA Intellia Therapeutics Inc.
-3.57%
-$14,392.89 
RFIL RF Industries Ltd.
-3.56%
-$6,161.92 
META Meta Platforms Inc Class A
-3.54%
-$137,102.95 
CXDO Crexendo, Inc.
-3.54%
-$14,303 
AVGO Broadcom Inc.
-3.51%
-$70,906 
TMAT Main Thematic Innovation ETF
-3.4%
-$12,184.09 
TGTX TG Therapeutics, Inc.
-3.37%
-$44,628.57 
AMKR Amkor Technology Inc.
-3.13%
-$12,502.79 
KLAC KLA Corporation
-3.08%
-$4,403.4 
QTUM Defiance Quantum ETF
-3.04%
-$52,608.96 
XSD SPDR S&P Semiconductor ETF
-3.03%
-$6,613.8 
ADBE Adobe Inc.
-3%
-$27,919.08 
NFLX Netflix, Inc.
-3%
-$6,289.3 
TSLA Tesla, Inc.
-2.96%
-$39,293.26 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-2.92%
-$6,514.02 
SOXX iShares Semiconductor ETF
-2.83%
-$61,599.06 
NPCE NeuroPace Inc.
-2.82%
-$9,169.2 
CPNG Coupang Inc.
-2.81%
-$5,302.45 
XYZ Block, Inc.
-2.74%
-$11,219.37 
IYW iShares U.S. Technology ETF
-2.67%
-$12,916.8 
MSFT Microsoft Corp.
-2.67%
-$240,563.02 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$68,206.74 
PRM Perimeter Solutions Inc.
-2.64%
-$4,491.36 
INTU Intuit Inc.
-2.63%
-$13,250.12 
FTEC Fidelity MSCI Information Technology Index ETF
-2.62%
-$13,602.93 
VGT Vanguard Information Technology ETF
-2.58%
-$200,590.48 
XOVR ERShares Private-Public Crossover ETF
-2.54%
-$7,019.06 
GARP iShares MSCI USA Quality GARP ETF
-2.52%
-$17,955 
VBK Vanguard Small-Cap Growth ETF
-2.5%
-$20,498.15 
VRT Vertiv Holdings Co
-2.47%
-$14,852.07 
PNQI Invesco NASDAQ Internet ETF
-2.46%
-$7,968.79 
SOLV Solventum Corporation
-2.46%
-$12,564.72 
HYPR Hyperfine Inc.
-2.44%
-$5,218.86 
ULTA Ulta Beauty Inc.
-2.44%
-$12,361.72 
CNEQ Alger Concentrated Equity ETF
-2.38%
-$33,591.84 
CCJ Cameco Corporation
-2.38%
-$15,586.56 
SMH VanEck Semiconductor ETF
-2.37%
-$18,450.33 
GOOGL Alphabet Inc
-2.27%
-$59,478.54 
XDQQ Innovator Growth 100 Accelerated ETF
-2.27%
-$11,150.2 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-2.22%
-$5,363.16 
MTUM iShares MSCI USA Momentum Factor ETF
-2.21%
-$25,821.99 
QQQ Invesco QQQ Trust, Series 1
-2.2%
-$292,960 
QQQM Invesco NASDAQ 100 ETF
-2.17%
-$14,702.62 
WYY WidePoint Corporation
-2.16%
-$3,526.04 
GOOG Alphabet Inc
-2.16%
-$78,374 
EQIX Equinix, Inc.
-2.1%
-$14,469.55 
MEDP Medpace Holdings Inc.
-2.08%
-$4,970.39 
CBRE CBRE Group Inc.
-2.08%
-$8,073.45 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.07%
-$8,330.55 
DE Deere & Company
-2.02%
-$6,277.32 
ICVT iShares Convertible Bond ETF
-2.02%
-$6,607.65 
SPCX Space Exploration Technologies Corp. Class A
-2%
-$6,192.09 
VOT Vanguard Mid-Cap Growth ETF
-2%
-$15,206.84 
IWY iShares Russell Top 200 Growth ETF
-1.97%
-$9,060.48 
VUG Vanguard Growth ETF
-1.96%
-$25,610.37 
MELI MercadoLibre, Inc.
-1.94%
-$5,361.02 
CMG Chipotle Mexican Grill, Inc.
-1.9%
-$6,498.32 
IWF iShares Russell 1000 Growth ETF
-1.88%
-$16,632.72 
AMZN Amazon.com Inc
-1.88%
-$98,467.82 
UBER Uber Technologies, Inc.
-1.88%
-$7,938.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.88%
-$8,730.02 
HCA HCA Healthcare Inc.
-1.87%
-$8,806.22 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.86%
-$31,059.86 
SPMO Invesco S&P 500 Momentum ETF
-1.86%
-$8,645.68 
ILCG iShares Morningstar Growth ETF
-1.84%
-$27,731.25 
PWR Quanta Services Inc.
-1.82%
-$12,365.78 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.82%
-$5,535.64 
INNV InnovAge Holding Corp.
-1.78%
-$10,944.48 
IUSG iShares Core S&P U.S. Growth ETF
-1.78%
-$15,246.35 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.77%
-$32,562.46 
XT iShares Future Exponential Technologies ETF
-1.76%
-$28,215.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.76%
-$36,819.63 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.72%
-$3,581.1 
FESM Fidelity Enhanced Small Cap ETF
-1.71%
-$24,801.7 
EEM iShares MSCI Emerging Markets ETF
-1.7%
-$5,453.27 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.7%
-$47,211.56 
ROL Rollins, Inc.
-1.68%
-$4,439.16 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.68%
-$3,303.78 
IWM iShares Russell 2000 ETF
-1.67%
-$45,680.79 
ISCG iShares Morningstar Small-Cap Growth ETF
-1.66%
-$10,233.32 
VTWO Vanguard Russell 2000 ETF
-1.65%
-$45,700.49 
BEN Franklin Resources Inc.
-1.64%
-$10,143.95 
IBIT iShares Bitcoin Trust
-1.63%
-$7,461.68 
DFAE Dimensional Emerging Core Equity Market ETF
-1.62%
-$10,570.62 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.61%
-$12,801.8 
IEMG iShares Core MSCI Emerging Markets ETF
-1.6%
-$20,856.25 
ORN Orion Group Holdings Inc.
-1.6%
-$3,147.76 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.58%
-$8,398.5 
STXG Strive 1000 Growth ETF
-1.57%
-$13,557.37 
STXE Strive Emerging Markets ex-China Mutual Fund
-1.53%
-$8,828.82 
BLCR iShares Large Cap Core ACT ETF
-1.47%
-$6,877.69 
QCOM QUALCOMM Incorporated
-1.43%
-$3,970.33 
CGNG Capital Group New Geography Equity ETF
-1.43%
-$2,954 
APH Amphenol Corporation
-1.42%
-$28,865.76 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.4%
-$4,569.72 
UNH UnitedHealth Group Incorporated
-1.4%
-$44,247.2 
NWL Newell Brands Inc.
-1.39%
-$5,073.44 
VB Vanguard Small-Cap ETF
-1.39%
-$4,656.33 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.38%
-$6,260.67 
SHOC SHOC US Semiconductor Equity ETF
-1.38%
-$20,149.44 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.36%
-$23,047.51 
CGGO Capital Group Global Growth Equity ETF
-1.35%
-$9,959.04 
SPEM SPDR Portfolio Emerging Markets ETF
-1.35%
-$4,219.35 
NJUL Innovator Growth 100 Power Buffer ETF
-1.35%
-$13,174.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$8,917.52 
SECT Main Sector Rotation ETF
-1.33%
-$45,852.42 
VLUE iShares MSCI USA Value Factor ETF
-1.31%
-$3,083.13 
XMMO Invesco S&P MidCap Momentum ETF
-1.3%
-$3,183.22 
GS The Goldman Sachs Group, Inc.
-1.29%
-$10,634.88 
MSCI MSCI Inc.
-1.28%
-$8,077.66 
PTL Inspire 500 ETF
-1.26%
-$5,472 
AXGN Axogen Inc.
-1.23%
-$5,724.89 
BABA Alibaba Group Holding Limited SP ADR
-1.23%
-$2,925.2 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.23%
-$4,878.72 
IBM International Business Machines Corporation
-1.23%
-$12,897.78 
LRN Stride, Inc.
-1.23%
-$7,954.98 
OEF iShares S&P 100 ETF
-1.22%
-$2,852.9 
BIBL Inspire 100 ETF
-1.21%
-$4,095 
AKRE Akre Focus ETF
-1.2%
-$3,029.85 
NOCT Innovator Growth-100 Power Buffer ETF
-1.19%
-$14,827.28 
FMDE Fidelity Enhanced Mid Cap ETF
-1.18%
-$26,269.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.18%
-$66,164.1 
IWR iShares Russell Mid-Cap ETF
-1.18%
-$9,934.29 
SFLO VS Small Cap Free Cash Flow ETF
-1.18%
-$10,257.08 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.17%
-$7,981.66 
IWV ISHARES RUSSELL 3000 ETF
-1.14%
-$2,447.64 
PRN Invesco Dorsey Wright Industrials ETF
-1.13%
-$12,918.4 
DFAS Dimensional U.S. Small Cap ETF
-1.12%
-$9,398.4 
BR Broadridge Financial Solutions, Inc.
-1.12%
-$4,543.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.11%
-$12,827.43 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.11%
-$68,488.72 
RFLR Innovator U.S. Small Cap Managed Floor ETF
-1.11%
-$2,372.75 
VOO Vanguard S&P 500 ETF
-1.1%
-$49,148.7 
SPY SPDR S&P 500 ETF Trust
-1.09%
-$105,383.18 
IVV iShares Core S&P 500 ETF
-1.09%
-$194,964.69 
THRO iShares U.S. Thematic Rotation Active ETF
-1.08%
-$3,464.65 
DFAU Dimensional US Core Equity Market ETF
-1.06%
-$27,587.26 
IJR iShares Core S&P Small-Cap ETF
-1.06%
-$7,451.55 
BBLU EA Bridgeway Blue Chip ETF
-1.04%
-$10,533.53 
STXF Strive 500 ETF
-1.04%
-$5,261.88 
IJH iShares Core S&P Mid-Cap ETF
-1.03%
-$15,405.77 
FCFS FirstCash Holdings, Inc.
-1.02%
-$3,507.6 
MAIN Main Street Capital Corporation
-1.02%
-$2,871.01 
VST Vistra Corp
-1%
-$12,329.1 
CGUS Capital Group Core Equity ETF
-0.98%
-$18,176.92 
XMHQ Invesco S&P MidCap Quality ETF
-0.98%
-$8,244 
TCHI iShares MSCI China Tech ETF
-0.96%
-$2,608.55 
PFF iShares Preferred and Income Securities ETF
-0.96%
-$8,278.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.95%
-$2,596.32 
JCI Johnson Controls International plc
-0.95%
-$7,226.8 
IWN iShares Russell 2000 Value ETF
-0.94%
-$2,354.22 
CRS Carpenter Technology Corporation
-0.93%
-$3,950.64 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.93%
-$5,059.32 
SFLR Innovator Equity Managed Floor ETF
-0.91%
-$38,025.36 
EYLD Cambria Emerging Shareholder Yield Fund
-0.91%
-$2,382.06 
NLY Annaly Capital Management, Inc.
-0.9%
-$1,820.28 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$5,800.5 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.88%
-$2,921.38 
QUAL iShares MSCI USA Quality Factor ETF
-0.88%
-$2,086 
NVO Novo Nordisk A/S Sponsored ADR
-0.88%
-$1,508.34 
BDYN iShares Dynamic Equity Active ETF
-0.88%
-$18,794.34 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.88%
-$7,100.7 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.86%
-$1,996.33 
BFLX iShares Flexible Equity Active ETF
-0.86%
-$7,557.21 
CGDV Capital Group Dividend Value ETF
-0.85%
-$19,704.72 
NVDA NVIDIA Corporation
-0.84%
-$64,717.95 
FVAL Fidelity Value Factor ETF
-0.81%
-$5,893.99 
VO Vanguard Mid-Cap ETF
-0.8%
-$21,085.35 
PDI Pimco Dynamic Income Fund
-0.8%
-$1,452.91 
CGGE Capital Group Global Equity ETF
-0.79%
-$9,733.9 
BDEC Innovator U.S. Equity Buffer ETF
-0.79%
-$4,440.22 
BAUG Innovator U.S. Equity Buffer ETF
-0.78%
-$5,393.38 
BSEP Innovator U.S. Equity Buffer ETF
-0.77%
-$17,164.12 
IMCB iShares Morningstar Mid-Cap ETF
-0.77%
-$5,012.25 
MMM 3M Company
-0.76%
-$3,919.86 
BMAY Innovator U.S. Equity Buffer Fund
-0.76%
-$2,485.89 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.75%
-$1,982.62 
MRSK Toews Agility Shares Managed Risk ETF
-0.74%
-$6,750.76 
INTL Main International ETF
-0.74%
-$14,062.62 
GILD Gilead Sciences Inc.
-0.73%
-$11,624.2 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.72%
-$4,321 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.71%
-$8,333.62 
BMAR Innovator U.S. Equity Buffer ETF
-0.7%
-$2,758.65 
IVVM iShares Large Cap Moderate Buffer ETF
-0.69%
-$1,645.38 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.69%
-$21,819 
IJS iShares S&P Small-Cap 600 Value ETF
-0.69%
-$1,512.11 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.68%
-$3,324.42 
VEU Vanguard FTSE All-World ex-US ETF
-0.68%
-$4,119.36 
EWJ iShares MSCI Japan ETF
-0.67%
-$1,966.08 
XBJL Inn US Equity Access 9 Buffered July Fund
-0.67%
-$9,843.12 
BJUL Innovator U.S. Equity Buffer ETF
-0.67%
-$11,941.17 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.67%
-$5,563.08 
SLV iShares Silver Trust
-0.66%
-$3,301.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$45,850.5 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.63%
-$1,670.14 
CACI Caci International Inc.
-0.63%
-$3,114.64 
STXD Strive 1000 Dividend Growth Fund
-0.63%
-$3,411.5 
IXUS iShares Core International Stock ETF
-0.63%
-$28,446.85 
CORO Ishares International Country Rotational Active ETF
-0.61%
-$5,521.97 
JXN Jackson Financial Inc.
-0.61%
-$2,010.4 
BUFB Innovator Laddered Allocation Buffer ETF
-0.6%
-$57,552.71 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$2,047.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.6%
-$15,445.5 
VHT Vanguard Health Care ETF
-0.59%
-$26,389.82 
XPEL XPEL, Inc.
-0.59%
-$1,373.58 
NAPR Innovator Growth 100 Power Buffer Fund
-0.57%
-$12,791.45 
VFLO VictoryShares Free Cash Flow ETF
-0.57%
-$4,295.98 
IALT iShares Systematic Alternatives Active ETF
-0.57%
-$1,335.61 
WTV WisdomTree U.S. Value Fund
-0.56%
-$3,705.07 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.56%
-$19,223.65 
AVNM Avantis All International Markets Equity ETF
-0.55%
-$2,880 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.54%
-$2,150.45 
EFG iShares MSCI EAFE Growth ETF
-0.54%
-$3,050.2 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.52%
-$2,118.06 
CSX CSX Corporation
-0.51%
-$6,100.75 
BUFF Innovator Laddered Allocation Fund
-0.5%
-$36,006.93 
CAH Cardinal Health Inc.
-0.5%
-$27,547.6 
FTAI FTAI Aviation Ltd.
-0.49%
-$636.61 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.49%
-$1,506.96 
PLD Prologis Inc.
-0.49%
-$3,797.5 
UDEC Innovator U.S. Equity Ultra Fund
-0.48%
-$1,085.55 
WWJD Inspire International ETF
-0.47%
-$1,017.5 
PSFF Pacer Swan SOS Fund of Funds
-0.45%
-$3,938.08 
GLDM SPDR Gold MiniShares Trust
-0.45%
-$1,985.42 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.44%
-$4,342.27 
IAU iShares Gold Trust
-0.43%
-$3,829.72 
GLD SPDR Gold Shares
-0.42%
-$15,781.22 
BAPR Innovator U.S. Equity Buffer ETF
-0.42%
-$2,808.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.4%
-$1,920 
GWW W.W. Grainger, Inc.
-0.4%
-$2,050.58 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.38%
-$1,587.73 
MA Mastercard Incorporated
-0.37%
-$1,197.01 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.36%
-$3,079.44 
OUNZ VanEck Merk Gold Trust
-0.36%
-$1,737.39 
XAR SPDR S&P Aerospace & Defense ETF
-0.36%
-$1,257.93 
PAVE Global X U.S. Infrastructure Development ETF
-0.36%
-$1,117.2 
PVAL Putnam Focused Large Cap Value ETF
-0.35%
-$4,946.65 
BAC Bank of America Corporation
-0.35%
-$2,591.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.34%
-$2,081.76 
BA Boeing Company
-0.34%
-$1,311.37 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.34%
-$2,881.76 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$1,208 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$1,579.41 
AEM Agnico Eagle Mines Limited
-0.33%
-$1,503.06 
ILTB iShares Core 10+ Year USD Bond ETF
-0.33%
-$1,426.95 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.32%
-$1,669.83 
PHYS Sprott Physical Gold Trust
-0.32%
-$781.8 
KGC Kinross Gold Corporation
-0.31%
-$1,008.75 
BIT BlackRock Multi-Sector Income Trust
-0.31%
-$511.7 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.3%
-$3,188.85 
JEPI JPMorgan Equity Premium Income Fund
-0.3%
-$4,033.08 
CEF Sprott Physical Gold and Silver Trust
-0.3%
-$10,655.28 
SHYD VanEck Short High Yield Municipal Fund
-0.29%
-$2,925.65 
ISCV iShares Morningstar Small-Cap Value ETF
-0.29%
-$1,348.38 
RWL Invesco S&P 500 Revenue ETF
-0.29%
-$1,337.49 
BALT Inn Defined Wealth Shield Mutual Fund
-0.27%
-$6,212.05 
SBUX Starbucks Corporation
-0.26%
-$1,083.54 
XLV Health Care Select Sector SPDR Fund
-0.26%
-$1,070.88 
AXP American Express Company
-0.26%
-$1,129.14 
UNM Unum Group
-0.25%
-$1,821.6 
BNDX Vanguard Total International Bond ETF
-0.24%
-$2,895.36 
BLV Vanguard Long-Term Bond ETF
-0.24%
-$1,855.51 
EFA iShares MSCI EAFE ETF
-0.24%
-$1,849.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$2,341.95 
FSTR L.B. Foster Company
-0.23%
-$765.2 
TAXF American Century Diversified Municipal Bond ETF
-0.23%
-$4,856.61 
VIG Vanguard Dividend Appreciation ETF
-0.23%
-$3,495.95 
CGCV Capital Group Conservative Equity ETF
-0.23%
-$552.67 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.23%
-$510.75 
WCN Waste Connections Inc.
-0.22%
-$1,534.72 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.22%
-$811.59 
RSG Republic Services, Inc.
-0.22%
-$7,257.5 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.21%
-$842.7 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$5,854 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$1,398.64 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.21%
-$727.6 
IUSV iShares Core S&P U.S. Value ETF
-0.2%
-$1,195.54 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.19%
-$234.82 
JAJL Innovator EDP ETF - 6M January/July
-0.18%
-$1,535.97 
IEFA iShares Core MSCI EAFE ETF
-0.18%
-$4,166.87 
DIS The Walt Disney Company
-0.17%
-$1,157.67 
BUYW Main Buywrite ETF
-0.17%
-$7,189.43 
MBB iShares MBS ETF
-0.17%
-$514.13 
PTRB PGIM Total Return Bond ETF
-0.16%
-$467.09 
CAT Caterpillar Inc.
-0.16%
-$2,042.04 
WELL Welltower Inc.
-0.16%
-$1,211.75 
BMY Bristol-Myers Squibb Company
-0.16%
-$1,506.04 
TLH iShares 10-20 Year Treasury Bond ETF
-0.15%
-$353.77 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,354.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$1,172.12 
STXT Strive Total Return Bond ETF
-0.13%
-$262.27 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.12%
-$1,430.22 
CGHM Capital Group Municipal High-Income ETF
-0.12%
-$2,012.94 
COWZ Pacer US Cash Cows 100 ETF
-0.11%
-$1,940.96 
FBND Fidelity Total Bond ETF
-0.11%
-$868.35 
JBND JPMorgan Active Bond ETF
-0.11%
-$2,091.37 
HSBC HSBC Holdings plc Sponsored ADR
-0.11%
-$743.7 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.1%
-$442.42 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$217.68 
IUSB iShares Core Universal USD Bond ETF
-0.1%
-$1,246.68 
BGRN iShares USD Green Bond ETF
-0.1%
-$275.49 
BND Vanguard Total Bond Market Index Fund
-0.1%
-$3,160.25 
CGMU Capital Group Municipal Income ETF
-0.1%
-$2,342.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$1,009.98 
XLF Financial Select Sector SPDR Fund
-0.09%
-$1,680.5 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.08%
-$562.2 
IEUR iShares Core MSCI Europe ETF
-0.07%
-$334.68 
ACA Arcosa Inc.
-0.06%
-$277.56 
DFAI Dimensional International Core Equity Market ETF
-0.06%
-$1,191.08 
JPLD JPMorgan Limited Duration ETF
-0.06%
-$143.01 
VNQ Vanguard Real Estate ETF
-0.06%
-$233.04 
TJUL Innovator Equity Defined Protection ETF 0725
-0.05%
-$224.96 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.04%
-$440.6 
EDGF 3Edge Dynamic Fixed Income ETF
-0.04%
-$1,736.16 
IQLT iShares MSCI International Quality Factor ETF
-0.04%
-$222.44 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$121.08 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$604.14 
WM Waste Management, Inc.
-0.04%
-$1,142.24 
IMCV iShares Morningstar Mid-Cap ETF
-0.03%
-$153.39 
USRT iShares Core U.S. REIT ETF
-0.02%
-$68.64 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$75.69 
AAVM Alpha Value Momentum Trend ETF
-0.02%
-$45.47 
MCD McDonald's Corporation
-0.01%
-$214.2 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$225.93 Events
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Dividends
Dividend Analysis
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| Trades 3167 | Longs Won 2120/3167 66% | Profit Factor 4.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $322,862.19 |
| Average Win $108,837.35 | Best Trade (Oct 15) $5.51M | Sharpe Ratio -2.24 |
| Average Loss -$52,340.88 | Worst Trade (Jun 30) -$5.53M | Z-Score 9.27 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $55,552.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 2,429 | $359,881 | $187,017.94 | - | -$172,863.06 | -48.03% | -8.045% |
| AAPL Apple Inc. | 46,288 | $10.1M | $15.87M | - | $5.77M | 57.11% | +0.231% |
| AAVM Alpha Value Momentum Trend ETF | 8,420 | $248,760.17 | $285,143.3 | - | $36,383.13 | 14.63% | -0.016% |
| ABBV AbbVie Inc. | 6,415 | $1.37M | $1.83M | - | $459,940.3 | 33.61% | +0.568% |
| ABEQ Absolute Select Value ETF | 10,195 | $355,091.04 | $395,413.07 | - | $40,322.03 | 11.36% | +0.584% |
| ACA Arcosa Inc. | 3,084 | $327,753.86 | $453,101.28 | - | $125,347.42 | 38.24% | -0.061% |
| ADBE Adobe Inc. | 3,693 | $1.12M | $901,498.23 | - | -$215,763.72 | -19.31% | -3.004% |
| ADC Agree Realty Corporation | 5,248 | $376,235.32 | $350,435.2 | - | -$25,800.12 | -6.86% | +0.323% |
| AEM Agnico Eagle Mines Limited | 2,444 | $423,028.18 | $456,893.58 | - | $33,865.4 | 8.01% | -0.328% |
| AFL Aflac Inc. | 8,247 | $916,941.81 | $979,331.25 | - | $62,389.44 | 6.8% | +0.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,222 | $1.1M | $1.07M | - | -$26,622.61 | -2.43% | -0.094% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 16,823 | $1.24M | $1.67M | - | $429,433.05 | 34.72% | -1.364% |
| AKRE Akre Focus ETF | 4,386 | $233,265 | $249,823.05 | - | $16,558.05 | 7.1% | -1.198% |
| ALTO Alto Ingredients Inc. | 141,910 | $434,659.3 | $498,104.1 | - | $63,444.8 | 14.6% | -4.098% |
| AMD Advanced Micro Devices, Inc. | 4,607 | $721,328.78 | $2.47M | - | $1.75M | 242.49% | -4.621% |
| AMGN Amgen Inc. | 2,602 | $798,719.37 | $1.13M | - | $331,322.99 | 41.48% | +0.062% |
| AMKR Amkor Technology Inc. | 9,060 | $453,041.52 | $386,590.2 | - | -$66,451.32 | -14.67% | -3.133% |
| AMT American Tower Corporation | 12,085 | $1.98M | $2.22M | - | $242,714.1 | 12.28% | +1.268% |
| AMZN Amazon.com Inc | 20,557 | $3.93M | $5.14M | - | $1.21M | 30.77% | -1.88% |
| ANET Arista Networks, Inc. | 3,843 | $652,825 | $684,976.36 | - | $32,151.36 | 4.92% | -3.955% |
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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 - $5.39M, Invesco QQQ Trust, Series 1 - $4.68M, Vanguard Information Technology ETF - $4.53M, and iShares Core S&P 500 ETF - $3.64M. 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 - $2.85M, Vanguard Health Care ETF - $1.63M, 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 $22.16M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $596,721.3, iShares Short Treasury Bond ETF - $507,672.5, JPMorgan Nasdaq Equity Premium Income ETF - $457,129.92, iShares Core S&P 500 ETF - $375,490.63, and The Southern Company - $345,548.08. 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.
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