SH
Scott Highmark Portfolio
Invests via Mosaic Family Wealth Partners LLC | Managed by Scott Highmark, Missy Brown, Larry Shikles, Tyler Campo, Steve Rotello, David Highmark, Lance Lehmann
Invests via Mosaic Family Wealth Partners LLC
Managed by Scott Highmark, Missy Brown, Larry Shikles, Tyler Campo, Steve Rotello, David Highmark, Lance Lehmann
Automatically Tracked
Scott Highmark Profile
With a proven track record in corporate leadership, Scott Highmark excels as an investor-operator known for driving innovation and efficiency within complex organizations. His background spans multiple sectors, where he has successfully led initiatives that optimize operational performance while enhancing market position. Engaging with diverse business environments has equipped him with insights critical to navigating contemporary capital markets. As a principal participant in strategic decision-making processes, his experience lends itself to identifying new growth opportunities and leveraging industry trends effectively. Through this multifaceted expertise, he plays an influential role in fostering competitive advantages across dynamic landscapes.
With a proven track record in corporate leadership, Scott Highmark excels as an investor-operator known for driving innovation and efficiency within complex organizations. His background spans multiple sectors, where he has successfully led initiatives that optimize operational performance while enhancing market position. Engaging with diverse business environments has equipped him with insights critical to navigating contemporary capital markets. As a principal participant in strategic decision-making processes, his experience lends itself to identifying new growth opportunities and leveraging industry trends effectively. Through this multifaceted expertise, he plays an influential role in fostering competitive advantages across dynamic landscapes.
Investment Philosophy & Strategy
Opportunity arises within fast-evolving sectors where Scott Highmark's experience allows for informed decision-making. His investment style leans towards identifying companies poised for transformation, using insights from his extensive background to uncover operational inefficiencies ripe for improvement. A hands-on approach drives his selection of ventures that demonstrate both scalability and strategic innovation potential. By prioritizing entities with a clear path toward competitive differentiation, he effectively seeks out value amid complex market dynamics. His focus on leveraging operational strengths not only facilitates sustainable growth but also underlines the importance of adaptive strategies in achieving long-term success.
Opportunity arises within fast-evolving sectors where Scott Highmark's experience allows for informed decision-making. His investment style leans towards identifying companies poised for transformation, using insights from his extensive background to uncover operational inefficiencies ripe for improvement. A hands-on approach drives his selection of ventures that demonstrate both scalability and strategic innovation potential. By prioritizing entities with a clear path toward competitive differentiation, he effectively seeks out value amid complex market dynamics. His focus on leveraging operational strengths not only facilitates sustainable growth but also underlines the importance of adaptive strategies in achieving long-term success.
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:
33.47%
Gain 0%
Monthly
0.92%
Yearly
11.59%
Drawdown
15.43%
$1.09B
Equity
Holdings
$1.09B
Investment
$736.75M
$400.1M
Profit -$39,194.98
Realized
$41.33M
Unrealized
$358.77M
Dividends
$41.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$39,194.98
Win %
81%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$39,194.98
Win %
81%
This Month
Compared to last month
Gain
-0.18%
Profit
-$1.97M
Win %
81%
This Year
Compared to last year
Gain
8.05%
Profit
$85.3M
Win %
81%
INTC Intel Corporation
+6.51%
+$64,494.75 
AMD Advanced Micro Devices, Inc.
+4.73%
+$62,169.68 
QCOM QUALCOMM Incorporated
+4.32%
+$27,567.69 
GEV GE Vernova Inc.
+3.73%
+$12,328.68 
FCX Freeport-McMoRan Inc.
+3.12%
+$70,986.51 
GDX VanEck Gold Miners ETF
+2.97%
+$16,066.04 
HPE Hewlett Packard Enterprise Company
+2.93%
+$56,205.62 
CME CME Group Inc.
+2.8%
+$7,548.46 
AMAT Applied Materials, Inc.
+2.64%
+$109,633.36 
GS The Goldman Sachs Group, Inc.
+2.62%
+$12,660.37 
T AT&T Inc.
+2.52%
+$8,708.12 
VZ Verizon Communications Inc.
+2.49%
+$4,984.2 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+2.32%
+$8,551.46 
JPM JPMorgan Chase & Co.
+2.31%
+$82,545.02 
USB U.S. Bancorp
+2.27%
+$10,118.44 
HPQ HP Inc.
+2.27%
+$16,480.8 
CMCSA Comcast Corp
+2.21%
+$3,741.27 
RGA Reinsurance Group of America, Inc.
+2.07%
+$95,673.84 
PM Philip Morris International Inc.
+1.95%
+$12,093.78 
TSLA Tesla, Inc.
+1.82%
+$15,411.76 
PKG Packaging Corporation of America
+1.71%
+$7,905.14 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$11,248.89 
WELL Welltower Inc.
+1.69%
+$11,085.84 
IRM Iron Mountain Inc.
+1.65%
+$4,222.8 
ET Energy Transfer L.P.
+1.65%
+$6,293.62 
ACN Accenture plc Class A
+1.65%
+$7,220.16 
UNP Union Pacific Corporation
+1.65%
+$17,649.1 
SR Spire Inc.
+1.62%
+$5,095.43 
WFC Wells Fargo & Company
+1.61%
+$15,827 
COLB Columbia Banking System, Inc.
+1.59%
+$3,603.95 
LIN Linde plc
+1.58%
+$6,219.46 
BAC Bank of America Corporation
+1.56%
+$34,167.8 
OKE ONEOK, Inc.
+1.56%
+$14,204.41 
DE Deere & Company
+1.55%
+$8,194.65 
BLK BlackRock, Inc.
+1.52%
+$6,229.67 
CVS CVS Health Corporation
+1.47%
+$5,878.56 
EFSC Enterprise Financial Services Corp.
+1.45%
+$30,080.32 
CAT Caterpillar Inc.
+1.44%
+$6,055.92 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$3,348 
ADI Analog Devices, Inc.
+1.37%
+$6,463.73 
NEE NextEra Energy, Inc.
+1.35%
+$27,617.25 
CBSH Commerce Bancshares, Inc.
+1.34%
+$50,985.86 
ABBV AbbVie Inc.
+1.32%
+$18,526.64 
THFF First Financial Corporation
+1.31%
+$3,410.51 
O Realty Income Corporation
+1.31%
+$8,880.84 
CIF MFS Intermediate High Income Fund
+1.25%
+$2,033.3 
CAH Cardinal Health Inc.
+1.22%
+$3,927.41 
XEL Xcel Energy Inc.
+1.21%
+$9,955.05 
TRGP Targa Resources Corp.
+1.2%
+$9,399.33 
WAB Wabtec Corporation
+1.19%
+$3,346.38 
DVY iShares Select Dividend ETF
+1.19%
+$33,959.88 
ITW Illinois Tool Works Inc.
+1.17%
+$2,473.39 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$449,096.85 
IWN iShares Russell 2000 Value ETF
+1.17%
+$4,732.56 
AFL Aflac Inc.
+1.16%
+$2,700 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$14,767.47 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.15%
+$1,667.36 
APAM Artisan Partners Asset Management Inc.
+1.13%
+$2,904.8 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,255.25 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$88,984.88 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.1%
+$5,011.02 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$7,857.62 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$8,522.87 
JNJ Johnson & Johnson
+1.07%
+$30,797.5 
V Visa Inc. Class A
+1.05%
+$9,816.32 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$5,859.6 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$22,001.22 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.99%
+$7,172.77 
IWD iShares Russell 1000 Value ETF
+0.98%
+$31,440.65 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$2,351.8 
VO Vanguard Mid-Cap ETF
+0.97%
+$51,780.76 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,532.83 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$18,094.12 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$322,472.04 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.94%
+$2,749.1 
VTV Vanguard Value ETF
+0.94%
+$366,299.3 
VNQ Vanguard Real Estate ETF
+0.92%
+$5,962.5 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.91%
+$5,721.16 
VFVA Vanguard U.S. Value Factor Fund
+0.91%
+$2,685.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$13,125.13 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$3,973.76 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$164,440.57 
MMT MFS Multimarket Income Trust
+0.89%
+$6,357.8 
FF FutureFuel Corp
+0.88%
+$423.16 
IWM iShares Russell 2000 ETF
+0.87%
+$2,321.57 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$74,057.41 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$17,779.05 
HDV iShares Core High Dividend ETF
+0.87%
+$6,453.6 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$8,251.7 
AVMV Avantis U.S. Mid Cap Value ETF
+0.86%
+$9,303.96 
PG Procter & Gamble Co
+0.86%
+$14,984.73 
ESLV Eventide Large Cap Value ETF
+0.85%
+$7,404.99 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$22,289.4 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$988,416.66 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$1,957.12 
DEO Diageo plc Sponsored ADR
+0.83%
+$2,160.75 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$27,321.24 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.81%
+$12,382 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$16,240.6 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$27,025.92 
SO The Southern Company
+0.78%
+$5,917.38 
PTL Inspire 500 ETF
+0.77%
+$3,185.57 
UMI USCF Midstream Energy Income Fund
+0.77%
+$8,061.22 
GE General Electric Company
+0.76%
+$3,390.87 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$48,721.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$90,328.45 
PSX Phillips 66
+0.76%
+$2,920.03 
CVX Chevron Corporation
+0.75%
+$6,935.55 
XLE Energy Select Sector SPDR Fund
+0.75%
+$4,390.3 
SBUX Starbucks Corporation
+0.74%
+$5,168.77 
MO Altria Group, Inc.
+0.74%
+$7,797.36 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$47,445.75 
UNH UnitedHealth Group Incorporated
+0.73%
+$5,533.11 
HD The Home Depot, Inc.
+0.73%
+$6,518.82 
ESLG Eventide Large Cap Growth ETF
+0.73%
+$6,193.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$6,000.8 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$1,646.46 
MA Mastercard Incorporated
+0.71%
+$8,751.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$35,772.94 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.71%
+$3,387.36 
VB Vanguard Small-Cap ETF
+0.7%
+$9,797.31 
AEE Ameren Corporation
+0.69%
+$10,201.5 
EMR Emerson Electric Co.
+0.69%
+$14,284.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$3,797.64 
COST Costco Wholesale Corporation
+0.68%
+$9,603.69 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$3,389.01 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$13,863.16 
MPLX MPLX LP
+0.67%
+$2,198.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$10,272.9 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$2,844.57 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$2,574.13 
MS Morgan Stanley
+0.65%
+$7,228.4 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$734.16 
EBI Longview Advantage ETF
+0.64%
+$28,731.6 
WMB The Williams Companies, Inc.
+0.64%
+$2,828.55 
AVLC Avantis U.S. Large Cap Equity ETF
+0.63%
+$1,834.56 
DUK Duke Energy Corporation
+0.63%
+$3,556.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,527.5 
CMI Cummins Inc.
+0.59%
+$5,632.75 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$17,251.48 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,200.08 
AVIV Avantis International Large Cap Value ETF
+0.59%
+$1,696.94 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$8,504.4 
AEP American Electric Power Company, Inc.
+0.58%
+$1,463.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$3,370.62 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$16,679.99 
VGT Vanguard Information Technology ETF
+0.58%
+$1,559.76 
DFIV Dimensional International Value ETF
+0.58%
+$3,181.44 
DFAW Dimensional World Equity ETF
+0.57%
+$11,271.07 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$5,284.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$13,554.8 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,891.26 
EPS WisdomTree U.S. LargeCap Fund
+0.56%
+$1,498.55 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,051.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$9,325.25 
VOO Vanguard S&P 500 ETF
+0.55%
+$12,822.94 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$12,081.3 
HON Honeywell International Inc.
+0.54%
+$4,710.02 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$38,563.25 
GOOGL Alphabet Inc
+0.53%
+$18,452.51 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$7,976.03 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$6,346.25 
IWB iShares Russell 1000 ETF
+0.52%
+$1,778.39 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.51%
+$1,782.66 
CHD Church & Dwight Co., Inc.
+0.49%
+$1,597.43 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,212.56 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$16,264.78 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$1,385.86 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.48%
+$714.91 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$8,120 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$4,105.69 
GOOG Alphabet Inc
+0.45%
+$26,448 
WMT Walmart Inc.
+0.45%
+$18,415.65 
VT Vanguard Total World Stock ETF
+0.44%
+$2,938.24 
VONE Vanguard Russell 1000 ETF
+0.43%
+$1,008 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$6,953.65 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$101,847.51 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$1,738.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$5,954.88 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,323.19 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,409.1 
MGC Vanguard Mega Cap ETF
+0.38%
+$3,053.38 
PWC Invesco Dynamic Market ETF
+0.38%
+$1,181.79 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$27,170.88 
GD General Dynamics Corporation
+0.38%
+$3,499.31 
HEGD Swan Hedged Equity US Large Cap Fund
+0.38%
+$910.9 
PEP PepsiCo, Inc.
+0.38%
+$5,009.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,113.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$159,313.05 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$284,449.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$124,820.16 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$141,159.3 
AMGN Amgen Inc.
+0.32%
+$1,984.76 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.32%
+$1,083.12 
WM Waste Management, Inc.
+0.3%
+$2,978.63 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,866.58 
SCHF Schwab International Equity ETF
+0.29%
+$1,398.24 
XOM Exxon Mobil Corporation
+0.28%
+$2,674.33 
EFA iShares MSCI EAFE ETF
+0.28%
+$12,790.03 
MMM 3M Company
+0.26%
+$632.24 
HIX Western Asset High Income Fund II Inc.
+0.25%
+$410.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$33,587.75 
BP BP p.l.c. Sponsored ADR
+0.23%
+$552.2 
WWJD Inspire International ETF
+0.23%
+$2,844.27 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.21%
+$349.02 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,311.48 
VUG Vanguard Growth ETF
+0.18%
+$302,669.1 
NVDA NVIDIA Corporation
+0.16%
+$10,598.4 
PFE Pfizer Inc.
+0.15%
+$1,293.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$733.76 
KO The Coca-Cola Company
+0.11%
+$998.01 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$267.3 
MSFT Microsoft Corp.
+0.1%
+$5,771.86 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$1,850.18 
IAU iShares Gold Trust
+0.08%
+$1,560.54 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$221.08 
ENB Enbridge Inc.
+0.07%
+$171.08 
CL Colgate-Palmolive Company
+0.07%
+$257.4 
CB Chubb Limited
+0.06%
+$129.79 
GLD SPDR Gold Shares
+0.06%
+$2,018.5 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$355.04 
TJX The TJX Companies, Inc.
+0.04%
+$143.01 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$603.85 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.03%
+$1,554.55 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,536.16 
PANW Palo Alto Networks, Inc.
+0.03%
+$253.8 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$723 
ORCL Oracle Corporation
+0.02%
+$108.53 
MCD McDonald's Corporation
+0.01%
+$223.98 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$586.14 
BLL Ball Corp
0%
$0 
BPRE
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
MMU Western Asset Managed Municipals Fund
0%
$0 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$56,598.65 
NKE Nike, Inc. - Class B
-2.24%
-$37,343.68 
TTAN ServiceTitan, Inc.
-2.15%
-$65,138.64 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$16,312.19 
ABT Abbott Laboratories
-1.64%
-$5,647.74 
AAPL Apple Inc.
-1.52%
-$325,836 
LMT Lockheed Martin Corporation
-1.52%
-$8,483.57 
MU Micron Technology, Inc.
-1.43%
-$150,870.91 
MRK Merck & Co., Inc.
-1.42%
-$7,995.95 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$3,066.01 
AMZN Amazon.com Inc
-1.23%
-$67,988.01 
BA Boeing Company
-1.16%
-$18,021.28 
NFLX Netflix, Inc.
-1.14%
-$7,644.6 
IBM International Business Machines Corporation
-0.95%
-$17,990.87 
AVGO Broadcom Inc.
-0.91%
-$8,337.01 
CSCO Cisco Systems, Inc.
-0.6%
-$12,775.03 
MDLZ Mondelez International, Inc.
-0.58%
-$1,342.73 
NVS Novartis AG Sponsored ADR
-0.55%
-$3,023.43 
TT Trane Technologies plc
-0.41%
-$1,593.28 
NOC Northrop Grumman Corporation
-0.4%
-$2,367.39 
DHR Danaher Corporation
-0.38%
-$1,026.69 
RTX RTX Corporation
-0.37%
-$3,297.37 
PDT John Hancock Premium Dividend Fund
-0.31%
-$447.6 
DIS The Walt Disney Company
-0.3%
-$2,876.39 
JPC Nuveen Preferred & Income Opportunities Fund
-0.26%
-$1,228.88 
META Meta Platforms Inc Class A
-0.26%
-$2,198.22 
PTRB PGIM Total Return Bond ETF
-0.24%
-$10,533.7 
SHEL Shell plc
-0.22%
-$492.48 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1,592.88 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$593.31 
MDT Medtronic plc
-0.16%
-$1,058.2 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$1,076.4 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.13%
-$132.19 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$18,780.93 
LOW Lowe's Companies Inc.
-0.12%
-$1,181.8 
EPD Enterprise Products Partners L.P.
-0.08%
-$766.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$512.48 
CGCB Capital Group Core Bond ETF
-0.08%
-$5,231.36 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$1,938.48 
CGMU Capital Group Municipal Income ETF
-0.07%
-$4,055.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,941.84 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$199.6 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$244.12 
PMIO PGIM Municipal Income Opportunities ETF
-0.06%
-$1,713.29 
ADV Advantage Solutions Inc.
-0.05%
-$564 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$225.7 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$223.46 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$733.34 
IBIT iShares Bitcoin Trust
-0.03%
-$86.89 Events
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Dividends
Dividend Analysis
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| Trades 2470 | Longs Won 1891/2470 76% | Profit Factor 32.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.83M |
| Average Win $217,879.76 | Best Trade (Jun 14) $76.04M | Sharpe Ratio -16.09 |
| Average Loss -$21,933.09 | Worst Trade (Jun 14) -$2.23M | Z-Score 33.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy $161,983.8 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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Returns
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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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