JW
Jamie Wilson Portfolio
Invests via CAPITAL ADVISORS Inc./OK | Managed by Jamie Wilson
Invests via CAPITAL ADVISORS Inc./OK
Managed by Jamie Wilson
Automatically Tracked
Jamie Wilson Profile
With a career rooted in innovative product development and market strategy, Jamie Wilson is recognized for spearheading transformative initiatives across multiple industries. Bringing extensive experience as a founder of technology startups, Wilson has led teams that focus on driving growth through cutting-edge solutions and customer-centric approaches. His involvement in various entrepreneurial ventures demonstrates his acumen for identifying emerging trends and capitalizing on them effectively. This ability to navigate dynamic markets positions him as an influential figure within the startup ecosystem, where he champions novel ideas aimed at enhancing user experiences and operational efficiencies.
With a career rooted in innovative product development and market strategy, Jamie Wilson is recognized for spearheading transformative initiatives across multiple industries. Bringing extensive experience as a founder of technology startups, Wilson has led teams that focus on driving growth through cutting-edge solutions and customer-centric approaches. His involvement in various entrepreneurial ventures demonstrates his acumen for identifying emerging trends and capitalizing on them effectively. This ability to navigate dynamic markets positions him as an influential figure within the startup ecosystem, where he champions novel ideas aimed at enhancing user experiences and operational efficiencies.
Investment Philosophy & Strategy
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:
74.32%
Gain
Monthly
0.01%
Yearly
0.17%
Drawdown
61.64%
$6.57B
Equity
Holdings
$6.57B
Investment
$4.52B
$2.82B
Profit +$19,985.77
Realized
$771.03M
Unrealized
$2.05B
Dividends
$855.58M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$19,985.77
Win %
78%
This Week
Compared To Last Week
Gain
1.34%
Profit
$87.1M
Win %
78%
This Month
Compared to last month
Gain
0.8%
Profit
$52.21M
Win %
78%
This Year
Compared to last year
Gain
8.95%
Profit
$542.58M
Win %
77%
CHEV Charging Robotics Inc.
+658.16%
+$531,293.91 
CRSP Crispr Therapeutics AG
+8.02%
+$22,255.41 
SPGI S&P Global Inc.
+6%
+$39,099.5 
ISRG Intuitive Surgical, Inc.
+5.87%
+$2.91M 
NOC Northrop Grumman Corporation
+5.59%
+$30,687.36 
KYTX Kyverna Therapeutics, Inc.
+5.33%
+$4,500 
AJG Arthur J. Gallagher & Co.
+5.33%
+$12,999.86 
ETHW Bitwise Ethereum ETF
+5.19%
+$6,225 
MDT Medtronic plc
+5.04%
+$2.53M 
ICE Intercontinental Exchange, Inc.
+4.94%
+$14,197.7 
AAPL Apple Inc.
+4.84%
+$12.52M 
ACN Accenture plc Class A
+4.74%
+$1.12M 
NFLX Netflix, Inc.
+4.66%
+$292,498.02 
LMT Lockheed Martin Corporation
+4.62%
+$1.6M 
IETH Bitwise Ethereum Option Income Strategy ETF
+4.59%
+$11,058.91 
GDX VanEck Gold Miners ETF
+4.48%
+$32,786.88 
HCA HCA Healthcare Inc.
+4.39%
+$20,850.09 
DECK Deckers Outdoor Corporation
+4.35%
+$20,666.4 
GILD Gilead Sciences Inc.
+4.21%
+$20,145.3 
SYK Stryker Corporation
+4.2%
+$2.36M 
MCD McDonald's Corporation
+4.16%
+$75,969.67 
DIS The Walt Disney Company
+3.96%
+$36,952.5 
RTX RTX Corporation
+3.9%
+$158,438.7 
WPM Wheaton Precious Metals Corp.
+3.85%
+$22,917.18 
IDXX IDEXX Laboratories, Inc.
+3.76%
+$9,867.35 
NVS Novartis AG Sponsored ADR
+3.74%
+$9,429.1 
MRSH Marsh & McLennan Companies, Inc.
+3.72%
+$17,273.57 
ACGL Arch Capital Group Ltd
+3.7%
+$13,672.9 
HON Honeywell International Inc.
+3.66%
+$1.34M 
MSCI MSCI Inc.
+3.62%
+$7,841.75 
BA Boeing Company
+3.62%
+$2.28M 
JNJ Johnson & Johnson
+3.57%
+$202,636.16 
AMGN Amgen Inc.
+3.55%
+$28,883.46 
PAYX Paychex Inc.
+3.54%
+$1.08M 
KO The Coca-Cola Company
+3.51%
+$2.59M 
ABT Abbott Laboratories
+3.49%
+$105,487.2 
BP BP p.l.c. Sponsored ADR
+3.46%
+$20,972.5 
NVO Novo Nordisk A/S Sponsored ADR
+3.4%
+$40,469.14 
LHX L3Harris Technologies, Inc.
+3.37%
+$6,474.72 
MRK Merck & Co., Inc.
+3.34%
+$40,957.25 
MPU Mega Matrix Inc.
+3.33%
+$120 
O Realty Income Corporation
+3.27%
+$1.69M 
MA Mastercard Incorporated
+3.24%
+$37,171.37 
V Visa Inc. Class A
+3.15%
+$1.62M 
JKHY Jack Henry & Associates, Inc.
+3.12%
+$7,898.75 
DUK Duke Energy Corporation
+3.04%
+$23,968.2 
PPLT abrdn Physical Platinum Shares ETF
+3.01%
+$20,640 
SO The Southern Company
+3.01%
+$2.97M 
BMY Bristol-Myers Squibb Company
+2.99%
+$42,495.05 
ALL Allstate Corporation
+2.97%
+$12,841.01 
GD General Dynamics Corporation
+2.94%
+$48,295.05 
COST Costco Wholesale Corporation
+2.92%
+$135,135 
TM Toyota Motor Corporation
+2.91%
+$6,492.81 
WM Waste Management, Inc.
+2.82%
+$1.25M 
WMT Walmart Inc.
+2.77%
+$204,900.96 
ADP Automatic Data Processing Inc.
+2.77%
+$35,911.14 
BX Blackstone Inc.
+2.7%
+$806,288.75 
PG Procter & Gamble Co
+2.7%
+$1.29M 
SLV iShares Silver Trust
+2.69%
+$54,211.68 
MDLZ Mondelez International, Inc.
+2.63%
+$6,010.68 
UL Unilever PLC Sponsored American Depositary Receipt
+2.61%
+$1.01M 
EW Edwards Lifesciences Corporation
+2.59%
+$14,989.24 
PM Philip Morris International Inc.
+2.58%
+$31,157.74 
AEP American Electric Power Company, Inc.
+2.56%
+$29,610.57 
CL Colgate-Palmolive Company
+2.56%
+$23,718.96 
VHT Vanguard Health Care ETF
+2.52%
+$13,807.68 
LOW Lowe's Companies Inc.
+2.51%
+$24,730.56 
OKE ONEOK, Inc.
+2.45%
+$241,579.8 
VLTO Veralto Corporation
+2.45%
+$1.08M 
UBER Uber Technologies, Inc.
+2.44%
+$693,526.71 
OGE Oge Energy Corp.
+2.4%
+$12,734.48 
MCK McKesson Corporation
+2.37%
+$18,002.87 
PHYS Sprott Physical Gold Trust
+2.34%
+$4,161.31 
NEE NextEra Energy, Inc.
+2.28%
+$18,376.16 
WEC WEC Energy Group Inc.
+2.25%
+$13,457.16 
MPLX MPLX LP
+2.22%
+$13,827.24 
DHR Danaher Corporation
+2.17%
+$974,633.73 
PEP PepsiCo, Inc.
+2.17%
+$6.81M 
ORI Old Republic International Corp.
+2.07%
+$7,502.1 
IAU iShares Gold Trust
+2.04%
+$151,461.35 
GLD SPDR Gold Shares
+2.03%
+$37,634.89 
XLP Consumer Staples Select Sector SPDR Fund
+2.03%
+$8,253.96 
OXY Occidental Petroleum Corporation
+2.02%
+$7,654.27 
AFL Aflac Inc.
+2.02%
+$6,500.8 
HD The Home Depot, Inc.
+2.01%
+$833,820.12 
ETR Entergy Corporation
+1.99%
+$5,055.75 
IEV iShares Europe ETF
+1.98%
+$7,150 
SPLV Invesco S&P 500 Low Volatility ETF
+1.98%
+$15,081.78 
TMO Thermo Fisher Scientific Inc.
+1.97%
+$11,636.59 
YUM Yum! Brands, Inc.
+1.94%
+$60,583.16 
HSY The Hershey Company
+1.94%
+$4,056.43 
SCCO Southern Copper Corporation
+1.9%
+$581,988.05 
SHEL Shell plc
+1.89%
+$9,368.43 
BCFN Baron Financials ETF
+1.87%
+$612 
LLY Eli Lilly and Company
+1.86%
+$136,323.58 
SHW The Sherwin-Williams Company
+1.86%
+$7,806.05 
SRE Sempra
+1.85%
+$7,953.13 
PFE Pfizer Inc.
+1.84%
+$802,020.56 
YUMC Yum China Holdings Inc.
+1.81%
+$13,784.72 
ECL Ecolab Inc.
+1.79%
+$874,221.3 
CRM Salesforce Inc
+1.76%
+$6,753.6 
SDY SPDR S&P Dividend ETF
+1.74%
+$24,440.13 
AMRZ Amrize Ltd.
+1.73%
+$4,330.69 
DTH WisdomTree International High Dividend Fund
+1.71%
+$11,408 
SCHD Schwab U.S. Dividend Equity ETF
+1.7%
+$26,938.98 
PRU Prudential Financial, Inc.
+1.69%
+$864,063.04 
DASH DoorDash, Inc.
+1.66%
+$643,136.81 
MO Altria Group, Inc.
+1.64%
+$22,179.69 
UNP Union Pacific Corporation
+1.63%
+$8,380.06 
MSFT Microsoft Corp.
+1.62%
+$3.1M 
BRK-B Berkshire Hathaway Inc.
+1.61%
+$906,035.64 
BLK BlackRock, Inc.
+1.57%
+$9,286.74 
BN Brookfield Corporation
+1.54%
+$673,815.78 
DDS Dillard's Inc.
+1.48%
+$8,040 
ENB Enbridge Inc.
+1.48%
+$1.01M 
ET Energy Transfer L.P.
+1.47%
+$26,785.74 
COP ConocoPhillips
+1.46%
+$47,409.47 
IVLU iShares MSCI International Value Factor ETF
+1.39%
+$233,026.02 
FTV Fortive Corporation
+1.37%
+$6,991.25 
SPG Simon Property Group, Inc.
+1.37%
+$1.27M 
VZ Verizon Communications Inc.
+1.36%
+$1.15M 
AR Antero Resources Corporation
+1.35%
+$2,424.73 
OGS One Gas Inc.
+1.34%
+$6,385.2 
DVY iShares Select Dividend ETF
+1.32%
+$5,871.85 
EFA iShares MSCI EAFE ETF
+1.31%
+$4,160.71 
BRK-A Berkshire Hathaway Inc.
+1.28%
+$76,720.1 
SCHW Charles Schwab Corporation
+1.27%
+$38,615.44 
IEFA iShares Core MSCI EAFE ETF
+1.27%
+$3,054.87 
WES Western Midstream Partners, LP
+1.25%
+$3,024 
IXC iShares Global Energy ETF
+1.23%
+$3,300 
MELI MercadoLibre, Inc.
+1.22%
+$555,629.13 
IP International Paper Company
+1.17%
+$7,776 
SMA SmartStop Self Storage REIT Inc.
+1.17%
+$3,539.64 
NSC Norfolk Southern Corporation
+1.17%
+$5,014.56 
CEG Constellation Energy Corporation
+1.16%
+$392,221.5 
CSX CSX Corporation
+1.16%
+$6,584.48 
RIO Rio Tinto Plc Sponsored ADR
+1.15%
+$566,667.72 
IBM International Business Machines Corporation
+1.14%
+$813,504.84 
AXP American Express Company
+1.14%
+$9,397.06 
HWM Howmet Aerospace Inc.
+1.12%
+$4,026 
CMG Chipotle Mexican Grill, Inc.
+1.11%
+$4,106.7 
ABNB Airbnb, Inc.
+1.1%
+$347,265.92 
PSX Phillips 66
+1.1%
+$30,839.04 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.07%
+$4,750 
KMI Kinder Morgan, Inc.
+1.07%
+$5,605.6 
IVE ISHARES S&P 500 VALUE ETF
+1.06%
+$9,849.4 
JEPI JPMorgan Equity Premium Income Fund
+1.05%
+$910,938.17 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.05%
+$6,291.02 
DD DuPont de Nemours, Inc.
+1.04%
+$3,487.07 
UPS United Parcel Service, Inc.
+1.02%
+$5,116.16 
MS Morgan Stanley
+0.98%
+$1.05M 
WY Weyerhaeuser Company
+0.98%
+$2,268.95 
SE Sea Ltd.
+0.95%
+$283,997.57 
VIG Vanguard Dividend Appreciation ETF
+0.91%
+$19,705.59 
VDI Virtus WMC International Dividend ETF
+0.91%
+$822.62 
AFRM Affirm Holdings, Inc.
+0.87%
+$3,433.19 
SMIN iShares MSCI India Small-Cap ETF
+0.85%
+$3,180 
AMLP Alerian MLP ETF
+0.85%
+$3,239.73 
SBUX Starbucks Corporation
+0.85%
+$6,664.24 
PICK iShares MSCI Global Metals & Mining Producers ETF
+0.79%
+$2,392.2 
VYM Vanguard High Dividend Yield ETF
+0.78%
+$18,028.21 
XLE Energy Select Sector SPDR Fund
+0.78%
+$11,994.55 
DVYE iShares Emerging Markets Dividend ETF
+0.75%
+$2,904 
VDE Vanguard Energy ETF
+0.74%
+$4,377.84 
FCX Freeport-McMoRan Inc.
+0.73%
+$273,078.96 
SUN Sunoco L.P.
+0.72%
+$1,926.68 
GE General Electric Company
+0.69%
+$16,261.68 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.65%
+$1,902 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$481,793.85 
BAC Bank of America Corporation
+0.63%
+$14,013.75 
EPD Enterprise Products Partners L.P.
+0.63%
+$33,918.33 
SCHF Schwab International Equity ETF
+0.62%
+$305,773.56 
XOM Exxon Mobil Corporation
+0.59%
+$640,622.6 
MPC Marathon Petroleum Corporation
+0.56%
+$8,856.38 
DVN Devon Energy Corporation
+0.55%
+$5,919.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.51%
+$3,419.84 
CAH Cardinal Health Inc.
+0.51%
+$1,901.98 
WMB The Williams Companies, Inc.
+0.51%
+$744,264.62 
NOW ServiceNow, Inc.
+0.49%
+$2,098.72 
T AT&T Inc.
+0.49%
+$2,885.9 
CRWD CrowdStrike Holdings, Inc.
+0.41%
+$13,241.52 
AMZN Amazon.com Inc
+0.4%
+$747,373.36 
PRF Invesco FTSE RAFI US 1000 ETF
+0.39%
+$961.8 
ARCC Ares Capital Corporation
+0.37%
+$110,267.5 
MMM 3M Company
+0.3%
+$7,099.05 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$6,025.25 
ARLP Alliance Resource Partners, L.P.
+0.29%
+$6,931.68 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.29%
+$138,485.49 
CMCSA Comcast Corp
+0.25%
+$521.82 
IBOC International Bancshares Corporation
+0.24%
+$1,293.52 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.24%
+$132,173.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.22%
+$254,185.88 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.2%
+$176,646.7 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.19%
+$2,995.97 
CBSH Commerce Bancshares, Inc.
+0.18%
+$534.35 
BSV Vanguard Short-Term Bond ETF
+0.17%
+$572.13 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.15%
+$86,927.25 
MUB iShares National Muni Bond ETF
+0.15%
+$416 
COF Capital One Financial Corporation
+0.15%
+$415.19 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.14%
+$99,502.5 
VO Vanguard Mid-Cap ETF
+0.14%
+$313.28 
GS The Goldman Sachs Group, Inc.
+0.14%
+$1,160.66 
AM Antero Midstream Corporation
+0.13%
+$585.63 
DFUV Dimensional US Marketwide Value ETF
+0.13%
+$883.96 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.12%
+$306.3 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.12%
+$83,724.27 
JPM JPMorgan Chase & Co.
+0.12%
+$226,787.23 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$244.14 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.12%
+$80,380.77 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$478.39 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$56,105.05 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$28,562.94 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$38,660.16 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$23,233.88 
RITM-PD Rithm Capital Corp.
+0.08%
+$202.5 
FANG Diamondback Energy Inc
+0.05%
+$149.97 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$1,182.11 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.03%
+$423.97 
ACWI iShares MSCI ACWI ETF
+0.02%
+$23,771.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.01%
+$29.64 
ABC AmerisourceBergen Corporation
0%
$0 
AMODW
0%
$0 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
0%
$0 
BANF BancFirst Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
EQT
0%
$0 
FB ProShares S&P 500 Dynamic Buffer ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
L
0%
$0 
PALOU Paloma Acquisition Corp I Unit
0%
$0 
Q
0%
$0 
RYE Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
SPDE Speedus Corp
0%
$0 
ENVXW Enovix Corporation Warrant, exercisable for one Enovix Corporation common share at $8.75 per share, expiring October 1, 2026
-33.25%
-$4,418.23 
VECO Veeco Instruments Inc.
-18.48%
-$78,180 
TER Teradyne, Inc.
-13.63%
-$61,570.25 
FLEX Flex Ltd.
-10.86%
-$66,313.26 
GLW Corning Incorporated
-10.8%
-$7.59M 
STX Seagate Technology Holdings plc
-10.38%
-$157,939.91 
LRCX Lam Research Corporation
-10.19%
-$1.6M 
CSAI Cloudastructure Inc.
-7.65%
-$300 
AAON Aaon Inc.
-7.56%
-$316,483.2 
TSLA Tesla, Inc.
-7.49%
-$4.1M 
AMAT Applied Materials, Inc.
-7.35%
-$18M 
MARA MARA Holdings Inc
-7.25%
-$42,098 
APP AppLovin Corporation Class A Common Stock
-6.65%
-$90,270.18 
FIX Comfort Systems USA, Inc.
-6.64%
-$39,012.74 
MU Micron Technology, Inc.
-5.5%
-$58,591.79 
INTC Intel Corporation
-5.25%
-$54,273.77 
RR Richtech Robotics Inc.
-4.85%
-$1,591.6 
CTM Castellum Inc.
-4.79%
-$770 
IONQ IonQ, Inc.
-4.44%
-$791,538.48 
APH Amphenol Corporation
-4.43%
-$16,831.78 
AMD Advanced Micro Devices, Inc.
-4.26%
-$313,754.22 
ASML ASML Holding N.V. New York Registry Shares
-4%
-$27,497.59 
ANET Arista Networks, Inc.
-3.98%
-$24,782.9 
CSCO Cisco Systems, Inc.
-3.69%
-$3.98M 
VRT Vertiv Holdings Co
-3.5%
-$15,736.06 
PB Prosperity Bancshares Inc.
-3.37%
-$12,451.27 
ETN Eaton Corporation plc
-3.35%
-$19,264.64 
RCL Royal Caribbean Group
-3.27%
-$11,080 
FSLR First Solar, Inc.
-3.24%
-$13,480.44 
RSPT Invesco S&P 500 Equal Weight ETF
-3.16%
-$19,394 
QCOM QUALCOMM Incorporated
-3.12%
-$51,988.23 
ADI Analog Devices, Inc.
-3.04%
-$13,332.97 
BBAI BigBear.ai Holdings Inc.
-3.02%
-$1,547.04 
CAT Caterpillar Inc.
-2.81%
-$121,946.86 
XLK State Street Technology Select Sector SPDR ETF
-2.71%
-$114,276.57 
BCE BCE Inc.
-2.67%
-$9,378.39 
ORLY O'Reilly Automotive Inc.
-2.63%
-$24,297.52 
AVGO Broadcom Inc.
-2.41%
-$199,571.39 
ROK Rockwell Automation, Inc.
-2.3%
-$1.64M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.27%
-$61,698.95 
GNSS Genasys Inc.
-2.26%
-$1,747.6 
VGT Vanguard Information Technology ETF
-2.2%
-$131,146.56 
NXPI NXP Semiconductors N.V.
-2.08%
-$49,696.98 
SCHA Schwab U.S. Small-Cap ETF
-1.97%
-$7,560 
BKR Baker Hughes Company
-1.93%
-$9,242.48 
GEV GE Vernova Inc.
-1.87%
-$1.86M 
AZO AutoZone Inc.
-1.83%
-$3,767.67 
MP MP Materials Corp.
-1.79%
-$6,919.98 
TXN Texas Instruments Inc
-1.79%
-$1.29M 
SHOP Shopify Inc.
-1.78%
-$34,259.96 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$205,695.48 
MOTO SmartETFs Smart Transportation & Technology ETF
-1.64%
-$1,895.83 
NET Cloudflare Inc.
-1.58%
-$6,275.1 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.57%
-$5,291.7 
ORCL Oracle Corporation
-1.56%
-$66,590.03 
AIA iShares Asia 50 ETF
-1.52%
-$832,133.79 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$16,628.37 
JBHT J.B. Hunt Transport Services, Inc.
-1.46%
-$4,240.02 
NVDA NVIDIA Corporation
-1.39%
-$4.06M 
CWB SPDR Bloomberg Convertible Securities ETF
-1.39%
-$11,238.15 
BOKF BOK Financial Corporation
-1.38%
-$4,793.15 
HBAN Huntington Bancshares Incorporated
-1.38%
-$10,207 
BBAI-WT BigBear.ai Holdings, Inc. WT
-1.37%
-$125 
IWP iShares Russell Mid-Cap Growth ETF
-1.37%
-$5,534.07 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.35%
-$1.13M 
PANW Palo Alto Networks, Inc.
-1.13%
-$1.41M 
ASTS AST SpaceMobile, Inc.
-1.13%
-$9,695.13 
SOFI SoFi Technologies, Inc.
-1.08%
-$5,541.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.07%
-$97,774.11 
DE Deere & Company
-1.01%
-$3,637.91 
IEMG iShares Core MSCI Emerging Markets ETF
-0.98%
-$2,757.89 
CTA-PA EIDP, Inc.
-0.97%
-$1,835.6 
CCJ Cameco Corporation
-0.87%
-$442,346.8 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.86%
-$6,305.2 
MOG-A Moog Inc.
-0.85%
-$205,023.02 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.82%
-$144,763.2 
OPEN Opendoor Technologies Inc.
-0.81%
-$625.04 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.79%
-$2,260.8 
VUG Vanguard Growth ETF
-0.78%
-$8,671.14 
IJS iShares S&P Small-Cap 600 Value ETF
-0.77%
-$2,100 
HP Helmerich & Payne Inc.
-0.75%
-$2,492 
SLRC SLR Investment Corp.
-0.72%
-$900.45 
IJR iShares Core S&P Small-Cap ETF
-0.72%
-$250,643.12 
WSO Watsco Inc.
-0.71%
-$206,866.79 
WAB Wabtec Corporation
-0.69%
-$3,364.79 
OPK Opko Health Inc.
-0.65%
-$200 
VLO Valero Energy Corporation
-0.62%
-$15,655.83 
IWM iShares Russell 2000 ETF
-0.58%
-$9,885.05 
CAKE The Cheesecake Factory Incorporated
-0.58%
-$2,029.98 
FITB Fifth Third Bancorp
-0.57%
-$15,462.48 
GIS General Mills, Inc.
-0.53%
-$114,858 
RKT Rocket Companies, Inc. Class A
-0.51%
-$1,919.36 
WFC Wells Fargo & Company
-0.5%
-$3,249.94 
MDY SPDR S&P MidCap 400 ETF Trust
-0.48%
-$2,301.71 
GOOG Alphabet Inc
-0.48%
-$946,747.44 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$23,870.27 
LUV Southwest Airlines Co.
-0.44%
-$2,830.74 
VB Vanguard Small-Cap ETF
-0.39%
-$58,807.04 
GOOGL Alphabet Inc
-0.36%
-$45,571.15 
SPEM SPDR Portfolio Emerging Markets ETF
-0.35%
-$36,085.68 
EMR Emerson Electric Co.
-0.34%
-$41,395.93 
DAL Delta Air Lines, Inc.
-0.33%
-$975.25 
FDX FedEx Corporation
-0.28%
-$906.03 
UNH UnitedHealth Group Incorporated
-0.28%
-$9,470.84 
TTD The Trade Desk, Inc. Class A
-0.26%
-$3,360 
VIS Vanguard Industrials ETF
-0.24%
-$3,988.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.16%
-$1,399.66 
HAL Halliburton Company
-0.15%
-$517.98 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$702.73 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$3,298.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$5,240.04 
SPY SPDR S&P 500 ETF Trust
-0.13%
-$65,447.96 
C Citigroup Inc.
-0.11%
-$1,198.56 
ARCB ArcBest Corporation
-0.11%
-$656.29 
PH Parker-Hannifin Corporation
-0.1%
-$444.36 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.09%
-$693.6 
VOO Vanguard S&P 500 ETF
-0.09%
-$3,311.99 
CVS CVS Health Corporation
-0.09%
-$1,342.17 
TGT Target Corporation
-0.06%
-$223.06 
IWB iShares Russell 1000 ETF
-0.03%
-$132.84 
IMTM iShares MSCI International Momentum Factor ETF
-0.02%
-$143.95 Events
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Dividends
Dividend Analysis
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| Trades 11541 | Longs Won 6865/11541 59% | Profit Factor 3.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.6M |
| Average Win $595,928.65 | Best Trade (Jul 04) $106.04M | Sharpe Ratio -0.85 |
| Average Loss -$271,980.41 | Worst Trade (Dec 31) -$96.7M | Z-Score -13.02 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 2d | Expectancy $244,331.85 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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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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