RM
Rich Mowrer Portfolio
Invests via Brookwood Investment Group LLC | Managed by Brookwood Investment Group LLC, Chris Coolidge, Rich Mowrer
Invests via Brookwood Investment Group LLC
Managed by Brookwood Investment Group LLC, Chris Coolidge, Rich Mowrer
Automatically Tracked
Seasoned communications and media executive with experience across broadcast reporting, corporate communications and investor relations. Rich Mowrer brings a background in political journalism and public-facing roles, combining content production, stakeholder engagement and crisis messaging skills useful to boards, IR teams and strategic communications mandates. Known for on-air experience and campaign reporting, he has transitioned into advisory and consulting work focused on media strategy, reputation management and messaging for corporate and political clients.
Seasoned communications and media executive with experience across broadcast reporting, corporate communications and investor relations. Rich Mowrer brings a background in political journalism and public-facing roles, combining content production, stakeholder engagement and crisis messaging skills useful to boards, IR teams and strategic communications mandates. Known for on-air experience and campaign reporting, he has transitioned into advisory and consulting work focused on media strategy, reputation management and messaging for corporate and political clients.
Investment Philosophy & Strategy
Combines a communications-first lens with disciplined capital allocation, favoring investments in media, digital content, ad tech, reputation-management platforms and B2B SaaS that serve corporate communications and investor relations functions. Emphasizes companies with strong narratives, defensible positioning and measurable engagement economics, applying operational due diligence around messaging, regulatory risk and stakeholder alignment. Prefers growth-stage opportunities where strategic communications and governance improvements unlock value over a medium-term horizon, balancing catalytic active stewardship with pragmatic downside protection.
Combines a communications-first lens with disciplined capital allocation, favoring investments in media, digital content, ad tech, reputation-management platforms and B2B SaaS that serve corporate communications and investor relations functions. Emphasizes companies with strong narratives, defensible positioning and measurable engagement economics, applying operational due diligence around messaging, regulatory risk and stakeholder alignment. Prefers growth-stage opportunities where strategic communications and governance improvements unlock value over a medium-term horizon, balancing catalytic active stewardship with pragmatic downside protection.
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:
7.15%
Gain
Monthly
0.44%
Yearly
5.47%
Drawdown
22.48%
$860.41M
Equity
Holdings
$860.41M
Investment
$713.52M
$188.95M
Profit -$2.72M
Realized
$42.06M
Unrealized
$146.89M
Dividends
$20.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.72M
Win %
68%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$11.17M
Win %
68%
This Month
Compared to last month
Gain
-0.9%
Profit
-$7.79M
Win %
68%
This Year
Compared to last year
Gain
10%
Profit
$78.19M
Win %
69%
ORKA Oruka Therapeutics, Inc.
+8.98%
+$119,307.78 
ANAB AnaptysBio Inc.
+6.19%
+$67,144.05 
SNDK SanDisk Corporation
+5.84%
+$78,216.6 
STX Seagate Technology Holdings plc
+4.71%
+$51,430.28 
MU Micron Technology, Inc.
+4.02%
+$368,960.29 
TALO Talos Energy Inc.
+3.97%
+$64,232 
ROAD Construction Partners, Inc. Class A Common Stock
+3.92%
+$14,352.58 
CASY Casey's General Stores Inc.
+3.74%
+$37,506.53 
RKLB Rocket Lab Corporation
+3.34%
+$6,639.75 
WDC Western Digital Corporation
+3.03%
+$37,866.92 
GE General Electric Company
+2.79%
+$28,409.6 
ASND Ascendis Pharma A/S
+2.71%
+$20,836.92 
ORCL Oracle Corporation
+2.58%
+$8,971.95 
CSCO Cisco Systems, Inc.
+2.54%
+$34,358.85 
GEV GE Vernova Inc.
+2.44%
+$70,460.56 
CB Chubb Limited
+2.27%
+$5,185.84 
PANW Palo Alto Networks, Inc.
+2.2%
+$51,548.33 
COHR Coherent Corp.
+2.07%
+$19,245.75 
UNH UnitedHealth Group Incorporated
+2.04%
+$13,842.54 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+2.03%
+$5,056.11 
CTA Simplify Managed Futures Strategy ETF
+1.94%
+$88,995.6 
HWM Howmet Aerospace Inc.
+1.81%
+$38,749.72 
ETN Eaton Corporation plc
+1.77%
+$6,316.01 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.77%
+$0.3 
DBC Invesco DB Commodity Index Tracking Fund
+1.74%
+$160.87 
CAT Caterpillar Inc.
+1.65%
+$41,457.39 
MO Altria Group, Inc.
+1.64%
+$4,080.93 
XOM Exxon Mobil Corporation
+1.63%
+$28,598.08 
MRVL Marvell Technology, Inc.
+1.59%
+$11,052 
ABT Abbott Laboratories
+1.49%
+$3,307.5 
F Ford Motor Company
+1.48%
+$3,306.97 
PSX Phillips 66
+1.46%
+$6,304.38 
DELL Dell Technologies Inc.
+1.46%
+$9,872.4 
BMY Bristol-Myers Squibb Company
+1.45%
+$22,405.25 
MIRM Mirum Pharmaceuticals Inc.
+1.4%
+$5,106.94 
JNJ Johnson & Johnson
+1.38%
+$11,343.6 
AFL Aflac Inc.
+1.37%
+$5,992.74 
IRM Iron Mountain Inc.
+1.36%
+$3,509.55 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$33,110.16 
ABBV AbbVie Inc.
+1.34%
+$9,336.4 
TILL Teucrium Agricultural Strategy No K-1 ETF
+1.32%
+$61,038.96 
ITA iShares U.S. Aerospace & Defense ETF
+1.3%
+$19,538.51 
RTX RTX Corporation
+1.3%
+$13,687.97 
UMI USCF Midstream Energy Income Fund
+1.27%
+$72,892.05 
CVX Chevron Corporation
+1.26%
+$16,441.77 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.25%
+$2,669.16 
PM Philip Morris International Inc.
+1.21%
+$7,710.43 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.17%
+$5,722.86 
RSKD Riskified Ltd.
+1.17%
+$1,355.58 
XAR SPDR S&P Aerospace & Defense ETF
+1.15%
+$2,506.19 
VLO Valero Energy Corporation
+1.14%
+$12,479.54 
PHYS Sprott Physical Gold Trust
+1.1%
+$13,627.68 
SHLD Global X Defense Tech ETF
+1.08%
+$2,855.45 
EPD Enterprise Products Partners L.P.
+1.08%
+$5,982.72 
NBCM Neuberger Berman Commodity Strategy ETF
+1.07%
+$5,218.2 
ACLS Axcelis Technologies, Inc.
+1.07%
+$9,713.24 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.04%
+$6,212.5 
GLD SPDR Gold Shares
+1.03%
+$82,554.56 
QMOM Alpha U.S. Quantitative Momentum ETF
+1.03%
+$33,185.27 
LMT Lockheed Martin Corporation
+1.02%
+$6,538.52 
IAU iShares Gold Trust
+1.02%
+$13,623.76 
AAAU Goldman Sachs Physical Gold ETF
+1.01%
+$2,986.99 
VOLT Tema Electrification Fund
+0.98%
+$3,642.65 
GLDM SPDR Gold MiniShares Trust
+0.97%
+$2,706.57 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
+0.94%
+$2,231.32 
DVN Devon Energy Corporation
+0.88%
+$47,675.18 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.88%
+$3,751.23 
CAH Cardinal Health Inc.
+0.87%
+$7,566 
TRGP Targa Resources Corp.
+0.87%
+$6,558.72 
VDE Vanguard Energy ETF
+0.87%
+$5,415.2 
COP ConocoPhillips
+0.87%
+$2,118.76 
MRK Merck & Co., Inc.
+0.85%
+$3,465.11 
SBAC SBA Communications Corporation
+0.85%
+$2,502.06 
XLE Energy Select Sector SPDR Fund
+0.84%
+$6,348.48 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.83%
+$13,446.72 
FCX Freeport-McMoRan Inc.
+0.82%
+$3,505.44 
DBA Invesco DB Agriculture Fund
+0.78%
+$2,024.87 
GNRC Generac Holdings Inc.
+0.77%
+$2,400.75 
PAA Plains All American Pipeline, L.P.
+0.74%
+$2,570.75 
LLY Eli Lilly and Company
+0.74%
+$26,083.86 
SILJ Amplify Junior Silver Miners ETF
+0.73%
+$21,772.97 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.73%
+$34,213.74 
SURI Simplify Propel Opportunities ETF
+0.72%
+$19,476.14 
QQQS Invesco NASDAQ Future Gen 200 Mutual Fund
+0.7%
+$11,753.17 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.68%
+$1,398.24 
GD General Dynamics Corporation
+0.68%
+$1,607.5 
JCI Johnson Controls International plc
+0.67%
+$4,903 
VRT Vertiv Holdings Co
+0.67%
+$2,808.68 
TRFK Pacer Data and Digital Revolution ETF
+0.66%
+$3,339.6 
GBUG Sprott Active Gold & Silver Fund
+0.6%
+$16,000.8 
INDA ISHARES MSCI INDIA ETF
+0.58%
+$4,037.31 
CCI Crown Castle Inc.
+0.56%
+$1,883.64 
SLV iShares Silver Trust
+0.55%
+$7,568.82 
MCK McKesson Corporation
+0.53%
+$3,003.26 
EOG EOG Resources, Inc.
+0.52%
+$997.91 
GDX VanEck Gold Miners ETF
+0.52%
+$6,051.35 
JPM JPMorgan Chase & Co.
+0.5%
+$6,231.81 
GDXJ VanEck Junior Gold Miners ETF
+0.5%
+$862.5 
CORN Teucrium Corn Fund
+0.48%
+$946.48 
AMD Advanced Micro Devices, Inc.
+0.47%
+$8,579.89 
SPMO Invesco S&P 500 Momentum ETF
+0.47%
+$8,016.52 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.46%
+$3,840.87 
WPC W. P. Carey Inc.
+0.43%
+$2,768.32 
DE Deere & Company
+0.42%
+$3,072.85 
TLT iShares 20+ Year Treasury Bond ETF
+0.39%
+$3,890.37 
PAAS Pan American Silver Corp.
+0.36%
+$999.68 
ARE Alexandria Real Estate Equities, Inc.
+0.34%
+$2,313.87 
UPAR Ultra Risk Parity ETF
+0.34%
+$646.92 
VZ Verizon Communications Inc.
+0.33%
+$3,473.47 
XLI Industrial Select Sector SPDR Fund
+0.33%
+$3,833.23 
AEM Agnico Eagle Mines Limited
+0.32%
+$598.84 
MMSC First Trust Multi-Manager Small Cap Opportunities ETF
+0.3%
+$4,665.44 
AMLP Alerian MLP ETF
+0.3%
+$3,470.56 
DHY Credit Suisse High Yield Bond Fund
+0.29%
+$200.47 
LRCX Lam Research Corporation
+0.28%
+$3,961.8 
CW Curtiss-Wright Corporation
+0.28%
+$3,870 
ICVT iShares Convertible Bond ETF
+0.27%
+$865.21 
TLH iShares 10-20 Year Treasury Bond ETF
+0.27%
+$649.51 
BAC Bank of America Corporation
+0.27%
+$2,059.36 
NLR VanEck Uranium and Nuclear ETF
+0.27%
+$11,728.94 
NNN NNN REIT, Inc.
+0.26%
+$1,288.17 
VIS Vanguard Industrials ETF
+0.25%
+$1,232.62 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$4,776.3 
BA Boeing Company
+0.24%
+$1,170.77 
VTV Vanguard Value ETF
+0.23%
+$1,297.95 
COM Direxion Auspice Broad Commodity Strategy ETF
+0.22%
+$1,199.7 
TIP iShares TIPS Bond ETF
+0.22%
+$3,637.44 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.22%
+$3,256.84 
BLV Vanguard Long-Term Bond ETF
+0.21%
+$697.01 
PDO PIMCO Dynamic Income Opportunities Fund
+0.19%
+$559.27 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.19%
+$1,936.3 
WOOF Petco Health and Wellness Company, Inc.
+0.19%
+$50 
T AT&T Inc.
+0.18%
+$746.25 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.17%
+$1,932.4 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.16%
+$923.94 
TSEC Touchstone Securitized Income ETF
+0.15%
+$6,447.44 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$2,969.83 
GNW Genworth Financial Inc.
+0.15%
+$240 
SCHV Schwab U.S. Large-Cap Value ETF
+0.15%
+$2,176.25 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$1,996.24 
BRT BRT Apartments Corp.
+0.13%
+$408.72 
OKE ONEOK, Inc.
+0.13%
+$368.04 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.13%
+$643.5 
SCHM Schwab U.S. Mid-Cap ETF
+0.13%
+$1,136.43 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.13%
+$441.6 
ELFY ALPS Electrification Infrastructure ETF
+0.12%
+$2,750.7 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
+0.12%
+$6,753.9 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.12%
+$896.45 
ICOW Pacer Developed Markets International ETF
+0.12%
+$909.65 
IDCC InterDigital, Inc.
+0.12%
+$560.27 
STIP iShares 0-5 Year TIPS Bond ETF
+0.11%
+$3,224.72 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$2,097.43 
HECA Hedgeye Capital Allocation ETF
+0.11%
+$363.72 
SIO Touchstone Strategic Income ETF
+0.11%
+$4,524.96 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$2,472.61 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$2,162.38 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$254.9 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$438.43 
LBO WhiteWolf Private Listed Equity Fund
+0.09%
+$440.12 
NEE NextEra Energy, Inc.
+0.09%
+$632.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$342.75 
TUSI Touchstone Ultra Short Income Fund
+0.08%
+$596.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$207.16 
APH Amphenol Corporation
+0.08%
+$1,335.61 
FBND Fidelity Total Bond ETF
+0.08%
+$624.75 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$1,595.33 
VNQ Vanguard Real Estate ETF
+0.07%
+$372.54 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.07%
+$291.9 
CLOA iShares AAA CLO ETF
+0.07%
+$719.81 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$457.05 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$1,325.23 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$315.75 
FTLS First Trust Long/Short Equity ETF
+0.06%
+$630.36 
MBB iShares MBS ETF
+0.06%
+$1,418.01 
VHT Vanguard Health Care ETF
+0.06%
+$372.03 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.06%
+$241.05 
IUSB iShares Core Universal USD Bond ETF
+0.06%
+$1,032.83 
XMMO Invesco S&P MidCap Momentum ETF
+0.05%
+$397.63 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$173.62 
SYSB iShares Systematic Bond ETF
+0.05%
+$225.36 
SHYM iShares High Yield Bond ETF
+0.04%
+$158.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$112.03 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$139.6 
WCPB Weitz Core Plus Bond ETF
+0.04%
+$92.57 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$3,267.48 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$2,263.62 
BENJ Horizon Landmark ETF
+0.04%
+$112.1 
VPU Vanguard Utilities ETF
+0.04%
+$323.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.04%
+$75.08 
DFCF Dimensional Core Fixed Income ETF
+0.04%
+$136.46 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$186.13 
XLU Utilities Select Sector SPDR Fund
+0.03%
+$102.05 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$83.05 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$168.33 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.03%
+$456.31 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$169.55 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$105.54 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$53.1 
BKLN Invesco Senior Loan ETF
+0.02%
+$230.43 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$790.12 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$63.55 
MEAR iShares Short Maturity Bond ETF
+0.02%
+$180.14 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$565.17 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$99.28 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$353.62 
UYLD Angel Oak UltraShort Income Fund
+0.02%
+$65.64 
ARES Ares Management Corporation
+0.02%
+$52.2 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
+0.01%
+$30.56 
FLXR TCW Flexible Income ETF
+0.01%
+$737.71 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CLSE Convergence Long/Short Equity Fund
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CVSB Calvert Ultra-Short Investment Grade ETF
0%
$0 
DAICW Dot Ai Warrant
0%
$0 
EVMO
0%
$0 
FMKT The Free Markets ETF
0%
$0 
GHTA Goose Hollow Tactical Allocation Fund
0%
$0 
JPIE JPMorgan Income ETF
0%
-$1.13 
OZ Belpointe PREP LLC
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SO The Southern Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.52%
-$38,374.32 
CDNS Cadence Design Systems, Inc.
-9.05%
-$23,756.34 
NFLX Netflix, Inc.
-7.36%
-$104,682 
META Meta Platforms Inc Class A
-4.67%
-$336,892.5 
CDZI Cadiz Inc.
-3.31%
-$2,415 
IBM International Business Machines Corporation
-3.25%
-$13,850.28 
RDNT RadNet Inc.
-2.94%
-$50,576.57 
KO The Coca-Cola Company
-2.88%
-$10,530.1 
OWNB Bitwise Bitcoin Standard Corporations ETF
-2.76%
-$4,939.05 
APP AppLovin Corporation Class A Common Stock
-2.69%
-$9,161.1 
LYFT Lyft Inc.
-2.66%
-$5,100 
MSFT Microsoft Corp.
-2.29%
-$292,208.58 
GOOG Alphabet Inc
-2.27%
-$183,232.71 
GOOGL Alphabet Inc
-2.27%
-$340,376.06 
VOX Vanguard Communication Services ETF
-2.21%
-$10,026.69 
QTJL Inn Growth Acceleration Plus Fund
-2.15%
-$16,496.09 
BWMN Bowman Consulting Group Ltd.
-2.12%
-$14,086.51 
MPT Medical Properties Trust, Inc.
-2.12%
-$1,080.18 
NXRT NexPoint Residential Trust Inc.
-2.07%
-$7,761.12 
DIS The Walt Disney Company
-2.05%
-$14,571.72 
ASPI ASP Isotopes Inc.
-2.03%
-$1,440 
CTAS Cintas Corporation
-1.98%
-$5,721.91 
AMAT Applied Materials, Inc.
-1.98%
-$102,941.4 
V Visa Inc. Class A
-1.96%
-$59,080.45 
XLC Communication Services Select Sector SPDR Fund
-1.91%
-$17,380.6 
TSLA Tesla, Inc.
-1.87%
-$44,318.3 
PLTR Palantir Technologies Inc.
-1.86%
-$32,662.69 
KOID KraneShares Global Healthcare & Environmental Index ETF
-1.79%
-$6,275.89 
RYN Rayonier Inc.
-1.76%
-$4,582.89 
MA Mastercard Incorporated
-1.75%
-$15,800.78 
ORRF Orrstown Financial Services Inc.
-1.7%
-$14,057.69 
ROBO ROBO Global Robotics & Automation Index ETF
-1.68%
-$6,193.94 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-1.67%
-$5,631.71 
SPEM SPDR Portfolio Emerging Markets ETF
-1.63%
-$32,474.58 
EWJ iShares MSCI Japan ETF
-1.55%
-$4,307.77 
LOW Lowe's Companies Inc.
-1.54%
-$3,606.39 
SBUX Starbucks Corporation
-1.53%
-$4,639.7 
SPOT Spotify Technology S.A.
-1.53%
-$4,727.16 
NLY Annaly Capital Management, Inc.
-1.52%
-$10,031.24 
RLGT Radiant Logistics, Inc.
-1.47%
-$6,111 
ALAI Alger AI Enablers & Adopters ETF
-1.44%
-$11,685.62 
ARKK ARK Innovation ETF Fund
-1.4%
-$166.92 
FSK FS KKR Capital Corp.
-1.4%
-$3,058.15 
TXN Texas Instruments Inc
-1.39%
-$4,591.07 
AXP American Express Company
-1.35%
-$12,882.1 
ACKY Vistashares TAR15 AC Inc ETF
-1.35%
-$98,252.57 
CHAT Roundhill Generative AI & Technology ETF
-1.33%
-$10,933.5 
IBIT iShares Bitcoin Trust
-1.29%
-$13,660.55 
PPLT abrdn Physical Platinum Shares ETF
-1.25%
-$42,000.33 
GBTC Grayscale Bitcoin Trust ETF
-1.25%
-$3,475.1 
FPI Farmland Partners Inc.
-1.22%
-$2,316.24 
CRM Salesforce Inc
-1.2%
-$3,066.85 
VUG Vanguard Growth ETF
-1.2%
-$442,927.68 
DLB Dolby Laboratories Inc.
-1.18%
-$7,121.89 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$19,696.8 
COF Capital One Financial Corporation
-1.15%
-$4,838.13 
QTJA Innovator Growth Accumulation Plus-J
-1.14%
-$7,069.78 
CGGR Capital Group Growth ETF
-1.12%
-$5,792.72 
NVDA NVIDIA Corporation
-1.11%
-$518,911.47 
HD The Home Depot, Inc.
-1.09%
-$13,401.44 
HSY The Hershey Company
-1.08%
-$3,511.62 
BX Blackstone Inc.
-1.07%
-$2,808.78 
CME CME Group Inc.
-1.07%
-$5,910.35 
NDAA Ned Davis Research Dynamic Allocation ETF
-1.06%
-$2,645.62 
TMFC Motley Fool 100 Index ETF
-1.05%
-$5,539.92 
CLPR Clipper Realty Inc.
-1.03%
-$3,370.35 
HRL Hormel Foods Corporation
-1.03%
-$7,950 
FBRT Franklin BSP Realty Trust Inc.
-1.03%
-$2,273.49 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.03%
-$3,104.86 
QUAL iShares MSCI USA Quality Factor ETF
-1%
-$35,068.28 
PHO Invesco Water Resources ETF
-1%
-$2,141.3 
HAS Hasbro Inc.
-1%
-$5,960.58 
XRN Chiron Real Estate Inc.
-1%
-$8,929.62 
CIEN Ciena Corporation
-0.98%
-$7,715.23 
FEPI Rex FANG Innovation Premium Income ETF
-0.98%
-$24,389.91 
GS The Goldman Sachs Group, Inc.
-0.97%
-$24,467.88 
DHR Danaher Corporation
-0.96%
-$2,125.63 
VCR Vanguard Consumer Discretionary ETF
-0.96%
-$2,571.75 
COPX Global X Copper Miners ETF
-0.96%
-$32,327.29 
IYW iShares U.S. Technology ETF
-0.94%
-$4,932.66 
QTAP Innovator Growth 100 Accumulation Plus Mutual Fund
-0.93%
-$5,738.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.93%
-$26,909.62 
MCD McDonald's Corporation
-0.91%
-$5,800 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$12,218.82 
VOOG Vanguard S&P 500 Growth ETF
-0.9%
-$5,043.84 
AMGN Amgen Inc.
-0.9%
-$3,946.16 
C Citigroup Inc.
-0.9%
-$2,715.18 
AAPL Apple Inc.
-0.88%
-$309,881.29 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$26,524.51 
QCOM QUALCOMM Incorporated
-0.87%
-$4,031.52 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$5,786.94 
QTOC Innovator Growth Accelerated Plus Funds
-0.82%
-$5,389.4 
COST Costco Wholesale Corporation
-0.81%
-$21,336.7 
PAX Patria Investments Ltd. - Class A
-0.81%
-$2,201.31 
TFC Truist Financial Corporation
-0.81%
-$2,343.93 
CPT Camden Property Trust
-0.79%
-$3,480.75 
OEF iShares S&P 100 ETF
-0.78%
-$16,114.37 
IGPT Invesco AI and Next Gen Software ETF
-0.77%
-$6,931.74 
MLSS Milestone Scientific Inc.
-0.76%
-$157.12 
AMZN Amazon.com Inc
-0.75%
-$132,284.32 
MGC Vanguard Mega Cap ETF
-0.74%
-$1,970.64 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.74%
-$20,302.92 
BKR Baker Hughes Company
-0.73%
-$1,798.19 
IIPR Innovative Industrial Properties Inc.
-0.73%
-$2,820 
FBCG Fidelity Blue Chip Growth Fund
-0.72%
-$2,699.4 
PALL abrdn Physical Palladium Shares ETF
-0.72%
-$18,214.35 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.71%
-$4,197.94 
INTC Intel Corporation
-0.7%
-$5,725.6 
SBAR Simplify Barrier Income ETF
-0.7%
-$19,992.6 
AGIX KraneShares AI and Tech ETF
-0.7%
-$5,253.25 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$2,585.24 
DEA Easterly Government Properties, Inc.
-0.66%
-$3,678.12 
ACIO Aptus Collared Investment Opportunity ETF
-0.65%
-$4,291.5 
DFAT Dimensional US Targeted Value ETF
-0.65%
-$2,301.84 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.65%
-$2,106.25 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$7,488.6 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$1,609.5 
ADME Aptus Drawdown Managed Equity Fund
-0.61%
-$1,631.52 
IVV iShares Core S&P 500 ETF
-0.61%
-$38,216.63 
SPYT Defiance S&P 500 Target Income ETF
-0.6%
-$21,305.13 
SCHB Schwab U.S. Broad Market ETF
-0.6%
-$9,689.05 
VOO Vanguard S&P 500 ETF
-0.6%
-$9,494.87 
AFMC First Trust Active Factor Mid Cap ETF
-0.59%
-$20,447.04 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.59%
-$3,486.78 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$17,309.24 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.58%
-$1,315.04 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$20,675.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$4,556.18 
DRKY VistaShares Target 15 DRUKMacro Distribution ETF
-0.57%
-$45,131.28 
VT Vanguard Total World Stock ETF
-0.55%
-$1,520.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$313,493.35 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.53%
-$1,909.05 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.53%
-$41,091.69 
GHY PGIM Global High Yield Fund, Inc.
-0.52%
-$685.3 
PSC Principal U.S. Small-Cap ETF
-0.51%
-$8,424.15 
FE FirstEnergy Corp.
-0.51%
-$2,030 
CGDV Capital Group Dividend Value ETF
-0.51%
-$2,237.6 
MDT Medtronic plc
-0.5%
-$2,974.02 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.5%
-$26,029.24 
EALT Bear Family of Funds, Inc.
-0.5%
-$6,680.34 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$4,020.6 
HBTA Horizon Expedition Plus ETF
-0.5%
-$2,097.79 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.48%
-$1,407.67 
VDC VANGUARD CONSUMER STAPLES ETF
-0.48%
-$3,264.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.48%
-$17,272.4 
HFGM Unlimited HFGM Global Macro ETF
-0.46%
-$31,017.87 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.46%
-$8,262.37 
SETM Sprott Critical Materials ETF
-0.46%
-$1,730.95 
GLW Corning Incorporated
-0.44%
-$1,204.7 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$1,543.5 
UUUU Energy Fuels Inc.
-0.43%
-$951.25 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.43%
-$1,107.02 
AB AllianceBernstein Holding L.P.
-0.42%
-$1,939.08 
KGC Kinross Gold Corporation
-0.42%
-$766.59 
FDX FedEx Corporation
-0.41%
-$1,017.87 
VGT Vanguard Information Technology ETF
-0.41%
-$12,896.8 
XLF Financial Select Sector SPDR Fund
-0.41%
-$2,872.7 
XV Simplify Target 15 Distribution ETF
-0.4%
-$6,763.23 
REXR Rexford Industrial Realty, Inc.
-0.4%
-$2,002.35 
HLT Hilton Worldwide Holdings Inc.
-0.4%
-$954.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$1,692.09 
WTLS WisdomTree Efficient Long/Short U.S. Equity Fund
-0.37%
-$31,859.57 
SECT Main Sector Rotation ETF
-0.37%
-$2,752.36 
JEPI JPMorgan Equity Premium Income Fund
-0.36%
-$1,235.54 
CRF Cornerstone Total Return Fund, Inc.
-0.35%
-$272.98 
ECL Ecolab Inc.
-0.35%
-$5,680.05 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$5,775.48 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.34%
-$6,518.03 
VB Vanguard Small-Cap ETF
-0.34%
-$11,447.17 
FRTY Alger Mid Cap 40 ETF
-0.34%
-$22,599.39 
IWMI Neos Russell 2000 High Income ETF
-0.34%
-$5,416.74 
IWM iShares Russell 2000 ETF
-0.33%
-$85.26 
FYC First Trust Small Cap Growth Fund
-0.33%
-$5,485.76 
XXV Simplify Ancorato Target 25 Distribution ETF
-0.32%
-$5,248.06 
COWZ Pacer US Cash Cows 100 ETF
-0.31%
-$1,795.4 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.31%
-$632.36 
URA Global X Uranium ETF
-0.31%
-$12,495.72 
THRO iShares U.S. Thematic Rotation Active ETF
-0.3%
-$3,121.69 
CPER United States Copper Index Fund
-0.3%
-$10,039.84 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$1,156.26 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.29%
-$10,188.88 
LIT GLOBAL X LITHIUM & BATTERY T
-0.29%
-$642.4 
KNGZ FT S&P 500 Dividend Aristocrats ETF
-0.28%
-$737.81 
WMT Walmart Inc.
-0.28%
-$3,689.6 
VAW Vanguard Materials ETF
-0.28%
-$1,406.16 
MUX McEwen Mining Inc.
-0.27%
-$1,254.29 
XBJL Inn US Equity Access 9 Buffered July Fund
-0.27%
-$4,834.57 
CANQ Calamos Alternative Nasdaq & Bond ETF
-0.26%
-$1,211.84 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$1,536.6 
AVGO Broadcom Inc.
-0.25%
-$51,688.55 
LALT First Trust Multi-Strategy Alternative ETF
-0.25%
-$761.88 
BALT Inn Defined Wealth Shield Mutual Fund
-0.25%
-$4,565.35 
VIG Vanguard Dividend Appreciation ETF
-0.24%
-$2,041.74 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.23%
-$3,456.25 
NOW ServiceNow, Inc.
-0.23%
-$963.6 
KMI Kinder Morgan, Inc.
-0.23%
-$743.48 
CGBL Capital Group Core Balanced ETF
-0.23%
-$2,818.94 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$840.87 
RDVI FT Vest Rising Dividend Achievers Fund
-0.22%
-$635.18 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.22%
-$4,063.43 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.22%
-$561.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.21%
-$9,214.02 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.21%
-$2,733.93 
ANET Arista Networks, Inc.
-0.21%
-$636.12 
CCNR ALPS Clean Energy ETF
-0.21%
-$9,299.28 
AIQ Global X Artificial Intelligence & Technology ETF
-0.2%
-$1,488.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.2%
-$1,692.48 
NMT Nuveen Massachusetts Quality Municipal Income Fund
-0.2%
-$561.5 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.19%
-$1,074.24 
NEM Newmont Corporation
-0.19%
-$537.08 
PG Procter & Gamble Co
-0.19%
-$1,311.09 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.18%
-$421.4 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.18%
-$3,315.03 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.18%
-$795.9 
IVE ISHARES S&P 500 VALUE ETF
-0.17%
-$4,729.6 
XLB Materials Select Sector SPDR Fund
-0.17%
-$373.49 
USMV iShares MSCI USA Min Vol Factor ETF
-0.15%
-$2,371.65 
PDT John Hancock Premium Dividend Fund
-0.15%
-$525.66 
FAUG FT Vest U.S. Equity Buffer ETF
-0.15%
-$873.63 
QTUM Defiance Quantum ETF
-0.14%
-$1,360.79 
AHRT AMERICAN HEALTHCARE REIT INC
-0.14%
-$1,267.2 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
-0.14%
-$10,831.47 
FLMI Franklin Dynamic Municipal Bond ETF
-0.14%
-$352.69 
GMOM Cambria Global Momentum ETF
-0.14%
-$371.51 
SCHF Schwab International Equity ETF
-0.13%
-$344.26 
NYF iShares New York Muni Bond ETF
-0.12%
-$269.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$1,390.09 
SPLV Invesco S&P 500 Low Volatility ETF
-0.12%
-$845.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$361.9 
HYD VanEck High Yield Muni ETF
-0.11%
-$527.78 
HYBI Neos Enhanced Income Cash Alternative ETF
-0.1%
-$1,722.45 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$1,023.32 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.1%
-$313.35 
OVB Overlay Shares Core Bond ETF
-0.1%
-$8,232.16 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$5,528.95 
IDU iShares U.S. Utilities ETF
-0.09%
-$431.87 
JUCY Aptus Enhanced Yield ETF
-0.09%
-$278 
EFV iShares MSCI EAFE Value ETF
-0.09%
-$3,403.05 
IYH iShares U.S. Healthcare ETF
-0.09%
-$476.46 
DUK Duke Energy Corporation
-0.09%
-$176.99 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
-0.09%
-$3,361.77 
MLI Mueller Industries Inc.
-0.09%
-$552.3 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.08%
-$503.82 
AGGH Simplify Aggregate Bond ETF
-0.07%
-$7,031.94 
MSMR M/S Managed Risk ETF
-0.07%
-$197.37 
POET POET Technologies Inc.
-0.07%
-$50 
MUB iShares National Muni Bond ETF
-0.06%
-$744.58 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$141.36 
PFE Pfizer Inc.
-0.06%
-$143.58 
MMM 3M Company
-0.06%
-$186.93 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.06%
-$401.26 
HEQT Simplify Hedged Equity ETF
-0.05%
-$186.59 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$458.48 
BINC iShares Flexible Income Active ETF
-0.05%
-$386.68 
DFGP Dimensional Global Core Fixed Income Fund
-0.05%
-$99.28 
VO Vanguard Mid-Cap ETF
-0.04%
-$407.68 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$494.91 
HFEQ Unlimited HFEQ Equity Long/Short ETF
-0.04%
-$3,471.12 
IAGG iShares International Aggregate Bond Fund
-0.03%
-$398.99 
JSI Janus Henderson Securitized Income ETF
-0.03%
-$1,208.27 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$179.46 
PCR Simplify VettaFi Private Credit Strategy ETF
-0.03%
-$377.57 
BAI iShares A.I. Innovation and Tech Active ETF
-0.02%
-$337.85 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.02%
-$152.06 
MCHP Microchip Technology Incorporated
-0.01%
-$241.01 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$32.73 
MS Morgan Stanley
-0.01%
-$16.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2239 | Longs Won 1379/2239 61% | Profit Factor 9.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $653,721.51 |
| Average Win $153,221.28 | Best Trade (Jul 16) $21.62M | Sharpe Ratio -11.45 |
| Average Loss -$25,981 | Worst Trade (Jul 17) -$975,464.16 | Z-Score -0.44 (34%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy $84,389.68 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
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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