Shawn Scholz Portfolio
Invests via Impact Partnership Wealth, LLC | Managed by Shawn Scholz, David Callanan
Invests via Impact Partnership Wealth, LLC
Managed by Shawn Scholz, David Callanan
Automatically Tracked
Shawn Scholz Profile
Investor and operator focused on scaling early-stage technology businesses, Shawn Scholz brings operating leadership across product, go-to-market and growth functions to founder-led teams. Active as an angel and seed investor, concentrates capital in SaaS, fintech and marketplace models and often takes board or advisor roles to support commercialization and fundraising. Market-facing strengths include unit economics, customer acquisition strategy and founder coaching.
Investor and operator focused on scaling early-stage technology businesses, Shawn Scholz brings operating leadership across product, go-to-market and growth functions to founder-led teams. Active as an angel and seed investor, concentrates capital in SaaS, fintech and marketplace models and often takes board or advisor roles to support commercialization and fundraising. Market-facing strengths include unit economics, customer acquisition strategy and founder coaching.
Investment Philosophy & Strategy
Adopts a hands‑on, founder‑centric investment approach focused on early‑stage SaaS, fintech and marketplace models, prioritizing unit economics, repeatable customer acquisition and scalable go‑to‑market playbooks. Allocates concentrated seed and angel capital with selective follow‑on reserves, frequently taking board or advisor roles to de‑risk commercialization and fundraising. Investment horizon emphasizes rapid scale and capital efficiency; underwriting favors clear monetization paths, defensible unit margins and measurable growth KPIs.
Adopts a hands‑on, founder‑centric investment approach focused on early‑stage SaaS, fintech and marketplace models, prioritizing unit economics, repeatable customer acquisition and scalable go‑to‑market playbooks. Allocates concentrated seed and angel capital with selective follow‑on reserves, frequently taking board or advisor roles to de‑risk commercialization and fundraising. Investment horizon emphasizes rapid scale and capital efficiency; underwriting favors clear monetization paths, defensible unit margins and measurable growth KPIs.
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:
14.32%
Gain
Monthly
0.4%
Yearly
4.91%
Drawdown
23.43%
$879.5M
Equity
Holdings
$879.5M
Investment
$763.34M
$164.4M
Profit -$2.35M
Realized
$48.24M
Unrealized
$116.16M
Dividends
$41.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.35M
Win %
70%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$3.59M
Win %
70%
This Month
Compared to last month
Gain
-0.08%
Profit
-$670,756.76
Win %
70%
This Year
Compared to last year
Gain
8.63%
Profit
$69.85M
Win %
70%
CRDL Cardiol Therapeutics Inc.
+13.06%
+$1,573.25 
JBHT J.B. Hunt Transport Services, Inc.
+6.63%
+$91,092.25 
SAM The Boston Beer Company Inc.
+6.07%
+$25,957.05 
SNDR Schneider National, Inc.
+5.89%
+$39,746.85 
KNDI Kandi Technologies Group Inc.
+5.19%
+$926.53 
MCK McKesson Corporation
+4.67%
+$41,637.99 
KNSL Kinsale Capital Group Inc.
+4.64%
+$20,353.62 
SMA SmartStop Self Storage REIT Inc.
+4.59%
+$13,853.28 
FLO Flowers Foods, Inc.
+4.18%
+$3,931.28 
IT Gartner Inc.
+3.89%
+$23,114.04 
CFG Citizens Financial Group, Inc.
+3.88%
+$14,078.76 
CHRW C.H. Robinson Worldwide, Inc.
+3.88%
+$48,832.5 
UNH UnitedHealth Group Incorporated
+3.73%
+$38,284.64 
YETI FNCL Series 2007 Other Floating Rate Instrument
+3.5%
+$19,560.06 
MDT Medtronic plc
+3.44%
+$14,849.97 
MRK Merck & Co., Inc.
+3.39%
+$19,204.71 
LSTR Landstar System Inc.
+3.37%
+$28,488.68 
EXLS ExlService Holdings Inc.
+3.35%
+$15,532.6 
PEGA Pegasystems Inc.
+3.33%
+$14,172.08 
VLO Valero Energy Corporation
+3.33%
+$66,592.19 
UNP Union Pacific Corporation
+3.3%
+$14,632.24 
PAYX Paychex Inc.
+3.29%
+$13,057.25 
DOCU DocuSign Inc.
+3.25%
+$19,671 
OHI Omega Healthcare Investors Inc.
+3.2%
+$7,655.05 
ADP Automatic Data Processing Inc.
+3.17%
+$17,882.32 
ABBV AbbVie Inc.
+3.17%
+$12,693.6 
VTRS Viatris Inc.
+3.15%
+$9,655.8 
NKE Nike, Inc. - Class B
+3.06%
+$8,342.08 
FNF Fidelity National Financial, Inc.
+3.05%
+$33,863.49 
MTG MGIC Investment Corporation
+3.03%
+$15,541.4 
COR Cencora, Inc.
+2.98%
+$32,929.93 
PM Philip Morris International Inc.
+2.98%
+$14,660.8 
MBIN Merchants Bancorp Inc.
+2.97%
+$21,342.93 
AMCR Amcor plc
+2.96%
+$7,806.37 
JKHY Jack Henry & Associates, Inc.
+2.9%
+$18,520.07 
ACN Accenture plc Class A
+2.9%
+$41,896.5 
KHC The Kraft Heinz Company
+2.9%
+$9,208.94 
EPR EPR Properties
+2.89%
+$15,174.54 
WU Western Union Co.
+2.86%
+$15,179.54 
MKC McCormick & Company, Incorporated
+2.85%
+$5,782.6 
PSX Phillips 66
+2.84%
+$18,336.44 
VZ Verizon Communications Inc.
+2.81%
+$16,513.32 
AMGN Amgen Inc.
+2.79%
+$26,206.18 
NSC Norfolk Southern Corporation
+2.77%
+$6,945.63 
REG Regency Centers Corporation
+2.69%
+$6,533.85 
PYPL PayPal Holdings Inc
+2.67%
+$12,032.4 
RF Regions Financial Corporation
+2.64%
+$8,869.38 
MCD McDonald's Corporation
+2.58%
+$6,781.5 
PEP PepsiCo, Inc.
+2.54%
+$20,763.84 
VICI Vici Properties Inc.
+2.51%
+$6,993.36 
EXR Extra Space Storage Inc.
+2.49%
+$8,071.6 
CNA CNA Financial Corporation
+2.47%
+$6,011.98 
HWC Hancock Whitney Corporation
+2.45%
+$7,954.7 
SSNC SS&C Technologies Holdings Inc.
+2.44%
+$22,882.17 
TIGO Millicom International Cellular S.A.
+2.43%
+$6,774.4 
MLI Mueller Industries Inc.
+2.42%
+$21,595.04 
ELS Equity Lifestyle Properties Inc.
+2.38%
+$5,213.6 
GDDY Godaddy Inc.
+2.37%
+$17,076.96 
MA Mastercard Incorporated
+2.36%
+$10,642.85 
CMCSA Comcast Corp
+2.34%
+$8,490.9 
KO The Coca-Cola Company
+2.33%
+$15,323 
DOX Amdocs Limited
+2.21%
+$9,335.46 
COST Costco Wholesale Corporation
+2.21%
+$7,772.16 
DOC Healthpeak Properties, Inc.
+2.21%
+$5,909.76 
ORI Old Republic International Corp.
+2.21%
+$17,150.3 
HDV iShares Core High Dividend ETF
+2.21%
+$5,538.8 
EXPD Expeditors International of Washington, Inc.
+2.15%
+$26,957.74 
RLI RLI Corp.
+2.13%
+$13,321.94 
LOW Lowe's Companies Inc.
+2.09%
+$8,763.12 
OKE ONEOK, Inc.
+2.05%
+$11,208.78 
PSA Public Storage Common Stock
+2.05%
+$5,018.1 
TTEK Tetra Tech, Inc.
+2%
+$9,033.75 
KMB Kimberly-Clark Corporation
+1.98%
+$6,538.89 
ADBE Adobe Inc.
+1.97%
+$27,036.35 
PLTK Playtika Holding Corp
+1.95%
+$2,726.88 
WMT Walmart Inc.
+1.88%
+$66,973.59 
SPGI S&P Global Inc.
+1.87%
+$12,707.3 
INVH Invitation Homes Inc.
+1.86%
+$5,108.22 
HALO Halozyme Therapeutics Inc.
+1.79%
+$9,811.04 
V Visa Inc. Class A
+1.79%
+$5,060.94 
EG Everest Group, Ltd.
+1.77%
+$18,366.91 
KEY KeyCorp
+1.74%
+$5,648.27 
LLY Eli Lilly and Company
+1.72%
+$46,287.4 
S SentinelOne Inc.
+1.71%
+$5,111.77 
GLOB Globant S.A.
+1.69%
+$5,694.3 
RNR Renaissancere Holdings Ltd.
+1.67%
+$14,620.85 
DDS Dillard's Inc.
+1.67%
+$12,024.32 
BMY Bristol-Myers Squibb Company
+1.67%
+$8,741.6 
VNQ Vanguard Real Estate ETF
+1.64%
+$72,688 
CVX Chevron Corporation
+1.61%
+$12,710.76 
PG Procter & Gamble Co
+1.59%
+$17,742.42 
HD The Home Depot, Inc.
+1.59%
+$22,959.64 
KVUE Kenvue Inc.
+1.55%
+$5,063.99 
CF CF Industries Holdings, Inc.
+1.54%
+$18,309.72 
JLL Jones Lang LaSalle Inc.
+1.52%
+$14,447.4 
TGT Target Corporation
+1.51%
+$8,097.14 
XOM Exxon Mobil Corporation
+1.49%
+$25,836.55 
FTCS First Trust Capital Strength ETF
+1.45%
+$5,033.19 
NEU NewMarket Corporation
+1.43%
+$10,275.8 
EPAM Epam Systems Inc.
+1.42%
+$5,180.12 
CB Chubb Limited
+1.42%
+$24,205.92 
COF Capital One Financial Corporation
+1.41%
+$25,995.4 
CVS CVS Health Corporation
+1.41%
+$8,303.77 
FOXA Fox Corporation
+1.39%
+$17,500.08 
USB U.S. Bancorp
+1.36%
+$14,730.8 
CAH Cardinal Health Inc.
+1.36%
+$20,431.95 
PFE Pfizer Inc.
+1.33%
+$3,432 
IQV IQVIA Holdings Inc.
+1.24%
+$3,328.15 
ED Consolidated Edison, Inc.
+1.24%
+$4,294.95 
HIG The Hartford Insurance Group, Inc.
+1.23%
+$17,991.49 
DUK Duke Energy Corporation
+1.23%
+$6,537.68 
EOG EOG Resources, Inc.
+1.22%
+$5,360.85 
XLE Energy Select Sector SPDR Fund
+1.22%
+$2,264.58 
FE FirstEnergy Corp.
+1.21%
+$3,810.81 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.21%
+$5,569.2 
IBM International Business Machines Corporation
+1.21%
+$11,592.35 
LYB LyondellBasell Industries N.V.
+1.19%
+$3,186.42 
TSN Tyson Foods Inc.
+1.17%
+$2,976.81 
KMI Kinder Morgan, Inc.
+1.17%
+$4,401.37 
GILD Gilead Sciences Inc.
+1.12%
+$20,128.85 
MSFT Microsoft Corp.
+1.11%
+$46,990.67 
PR Permian Resources Corporation
+1.1%
+$9,909.78 
CTSH Cognizant Technology Solutions Corporation
+1.06%
+$9,895.52 
JNJ Johnson & Johnson
+1.05%
+$15,032.04 
SEIC SEI Investments Company
+1.05%
+$7,256.39 
HAS Hasbro Inc.
+1.04%
+$2,179.8 
ACGL Arch Capital Group Ltd
+1.03%
+$15,546.84 
APD Air Products and Chemicals, Inc.
+1.03%
+$2,905.77 
COP ConocoPhillips
+1%
+$23,836.96 
AFG American Financial Group Inc.
+0.99%
+$11,332.64 
AAPL Apple Inc.
+0.97%
+$155,104.93 
MEDP Medpace Holdings Inc.
+0.97%
+$7,301.12 
NET Cloudflare Inc.
+0.96%
+$5,502 
CHDN Churchill Downs Incorporated
+0.93%
+$4,660.21 
GL Globe Life Inc.
+0.91%
+$9,381.9 
CINF Cincinnati Financial Corporation
+0.91%
+$12,199.2 
AEE Ameren Corporation
+0.88%
+$2,159.92 
NTNX Nutanix, Inc.
+0.88%
+$3,287.52 
AIZ Assurant Inc.
+0.86%
+$5,922 
WT WisdomTree, Inc.
+0.8%
+$1,905.12 
INCY Incyte Corporation
+0.79%
+$11,803.61 
BAH Booz Allen Hamilton Holding Corporation
+0.76%
+$3,533.22 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,097.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.74%
+$211,550.64 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$4,004.88 
ITRI Itron Inc.
+0.68%
+$1,516.77 
VRTX Vertex Pharmaceuticals Incorporated
+0.68%
+$1,484.42 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$4,972.07 
WEC WEC Energy Group Inc.
+0.66%
+$2,827.5 
FSCO FS Credit Opportunities Corp.
+0.62%
+$1,887.99 
PK Park Hotels & Resorts Inc.
+0.62%
+$970.65 
FSK FS KKR Capital Corp.
+0.6%
+$928.52 
EMR Emerson Electric Co.
+0.59%
+$1,812.78 
AEP American Electric Power Company, Inc.
+0.59%
+$2,549.61 
VSNT Versant Media Group, Inc.
+0.58%
+$3,203.55 
SQ Block, Inc.
+0.57%
+$3,082.26 
EXEL Exelixis Inc.
+0.56%
+$5,266.9 
LMT Lockheed Martin Corporation
+0.56%
+$3,738.84 
PANW Palo Alto Networks, Inc.
+0.56%
+$3,693.75 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$1,741.78 
AMZN Amazon.com Inc
+0.52%
+$20,760.96 
TROW T. Rowe Price Group, Inc.
+0.48%
+$7,144.38 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$2,659.4 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$1,947.64 
APA APA Corporation
+0.45%
+$3,940.26 
XLB Materials Select Sector SPDR Fund
+0.41%
+$20,176.72 
ILMN Illumina, Inc.
+0.4%
+$8,310 
LDOS Leidos Holdings Inc.
+0.4%
+$3,357.87 
WSO Watsco Inc.
+0.39%
+$845.81 
DXC Dxc Technology Co.
+0.38%
+$1,391.25 
BBY Best Buy Co., Inc.
+0.35%
+$5,173.5 
VTV Vanguard Value ETF
+0.34%
+$122,243.25 
FTGS First Trust Growth Strength ETF
+0.3%
+$1,756.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$1,082.62 
BBDC Barings BDC Inc.
+0.29%
+$305.93 
XLC Communication Services Select Sector SPDR Fund
+0.29%
+$620.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.28%
+$119,598.62 
BAMV Brookstone Value Stock ETF
+0.28%
+$642.11 
SRE Sempra
+0.24%
+$659.56 
BAUG Innovator U.S. Equity Buffer ETF
+0.2%
+$812.5 
VB Vanguard Small-Cap ETF
+0.19%
+$675.37 
ALL Allstate Corporation
+0.18%
+$3,351.92 
ESTC Elastic N.V.
+0.17%
+$442.47 
TDC Teradata Corporation
+0.14%
+$1,129.77 
XLF Financial Select Sector SPDR Fund
+0.13%
+$11,136.23 
CGNX Cognex Corporation
+0.13%
+$570.88 
EVLN Eaton Vance Floating-Rate ETF
+0.1%
+$2,422.55 
GOOGL Alphabet Inc
+0.1%
+$4,071.85 
GOOG Alphabet Inc
+0.1%
+$785.48 
BKLN Invesco Senior Loan ETF
+0.07%
+$1,621.55 
HST Host Hotels & Resorts Inc.
+0.06%
+$696.59 
EA Electronic Arts Inc.
+0.05%
+$680.2 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$376.62 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$644.88 
FTSL First Trust Senior Loan ETF
+0.03%
+$651.98 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$565.49 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$332.31 
JBBB Janus Henderson B-BBB CLO ETF
+0.02%
+$488.61 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$348.27 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$306.42 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$332.62 
CLOZ Panagram BBB-B CLO ETF
+0.02%
+$423.25 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.01%
+$278.19 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$168.66 
CLOI VanEck CLO ETF
+0.01%
+$185.41 
SHV iShares Short Treasury Bond ETF
+0.01%
+$262.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$934.42 
CGC
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
PCMM
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
MRVL Marvell Technology, Inc.
-9.05%
-$78,950.46 
COHR Coherent Corp.
-7.69%
-$72,152.96 
FORM FormFactor Inc.
-7.43%
-$24,529.89 
AMBA Ambarella, Inc.
-7.03%
-$25,826.24 
MU Micron Technology, Inc.
-6.35%
-$78,566.91 
TXG 10x Genomics Inc.
-6.25%
-$29,751.54 
SQM Quimica y Minera Chilena S.A. ADR
-5.61%
-$20,114.16 
AMD Advanced Micro Devices, Inc.
-5.46%
-$82,828.03 
BBAI BigBear.ai Holdings Inc.
-5.42%
-$3,557.81 
EXOD Exodus Movement, Inc.
-5.41%
-$2,846.48 
GE General Electric Company
-5.19%
-$14,302.52 
MBLY Mobileye Global Inc.
-4.93%
-$5,471.19 
ORCL Oracle Corporation
-4.91%
-$45,480.5 
LRCX Lam Research Corporation
-4.56%
-$22,139.91 
FSLR First Solar, Inc.
-4.47%
-$72,310 
FIX Comfort Systems USA, Inc.
-4.37%
-$58,291.16 
FFIV F5 Inc.
-4.37%
-$13,726.4 
HPE Hewlett Packard Enterprise Company
-4.26%
-$61,929.16 
CI The Cigna Group
-4.19%
-$10,881.94 
TXN Texas Instruments Inc
-4.08%
-$31,917.13 
LSCC Lattice Semiconductor Corporation
-3.98%
-$19,720.34 
NEM Newmont Corporation
-3.75%
-$50,975.93 
QCOM QUALCOMM Incorporated
-3.68%
-$96,063.52 
AVGO Broadcom Inc.
-3.58%
-$132,078.48 
RBLX Roblox Corporation
-3.57%
-$12,922.77 
CSCO Cisco Systems, Inc.
-3.35%
-$29,029.88 
AU AngloGold Ashanti plc
-3.25%
-$32,888.29 
FPXI First Trust International Equity Opportunities Fund
-3.23%
-$37,957.28 
CAT Caterpillar Inc.
-3.18%
-$17,884.2 
SLV iShares Silver Trust
-3.17%
-$34,543.16 
JBL Jabil Inc.
-3.15%
-$53,918.25 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.96%
-$7,025.4 
ADI Analog Devices, Inc.
-2.86%
-$7,673.78 
CART Maplebear Inc.
-2.8%
-$19,568.43 
NVDA NVIDIA Corporation
-2.77%
-$221,664.26 
APP AppLovin Corporation Class A Common Stock
-2.67%
-$41,907.04 
FPX First Trust US Equity Opportunities ETF
-2.61%
-$66,907.08 
CRUS Cirrus Logic, Inc.
-2.6%
-$14,972.32 
ETHA iShares Ethereum Trust
-2.58%
-$32,256 
U Unity Software Inc.
-2.49%
-$8,576.1 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$98,377.34 
CRSR Corsair Gaming Inc.
-2.43%
-$5,154.76 
EVR Evercore Inc.
-2.39%
-$23,507.9 
SNX TD Synnex Corporation
-2.38%
-$35,640.8 
FXL First Trust Technology AlphaDEX Fund
-2.37%
-$6,246.5 
VGT Vanguard Information Technology ETF
-2.16%
-$5,806.08 
AUR Aurora Innovation, Inc.
-2.16%
-$3,506.36 
NXT Nextracker Inc.
-2.09%
-$5,617.92 
CDNS Cadence Design Systems, Inc.
-2.02%
-$8,448.75 
COIN Coinbase Global, Inc.
-1.97%
-$7,804.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$13,610.84 
NOW ServiceNow, Inc.
-1.86%
-$6,620.25 
GLD SPDR Gold Shares
-1.73%
-$346,255.5 
XMMO Invesco S&P MidCap Momentum ETF
-1.69%
-$4,739.79 
GLDM SPDR Gold MiniShares Trust
-1.66%
-$3,138.8 
FTNT Fortinet Inc.
-1.6%
-$13,213.2 
FLJP Franklin FTSE Japan ETF
-1.54%
-$201,925.41 
ALGN Align Technology, Inc.
-1.53%
-$15,384.52 
CWB SPDR Bloomberg Convertible Securities ETF
-1.53%
-$6,661.76 
META Meta Platforms Inc Class A
-1.52%
-$40,328.93 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$6,941.52 
TSLA Tesla, Inc.
-1.47%
-$50,742.62 
ATEN A10 Networks, Inc.
-1.45%
-$5,550.82 
THG Hanover Insurance Group, Inc.
-1.43%
-$8,779.36 
QQQM Invesco NASDAQ 100 ETF
-1.42%
-$7,429.82 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$1.15M 
EBAY eBay Inc.
-1.28%
-$8,408.16 
WFRD Weatherford International plc
-1.22%
-$5,624 
SNPS Synopsys, Inc.
-1.21%
-$3,697.7 
SPEM SPDR Portfolio Emerging Markets ETF
-1.21%
-$491,117.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$9,074.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$7,859.86 
IXUS iShares Core International Stock ETF
-1.08%
-$3,756.41 
RTX RTX Corporation
-1.08%
-$4,222.13 
SCHF Schwab International Equity ETF
-1.07%
-$3,124.93 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$3,136.36 
PFG Principal Financial Group, Inc.
-1.02%
-$18,541.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$7,259.04 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$4,519 
VUG Vanguard Growth ETF
-0.94%
-$347,460.3 
BA Boeing Company
-0.94%
-$7,103.28 
BAMG Brookstone Growth Stock ETF
-0.9%
-$2,609.6 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.9%
-$4,401.48 
IBIT iShares Bitcoin Trust
-0.87%
-$13,627.2 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.84%
-$2,179.84 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.84%
-$67,309.29 
AVDE Avantis International Equity ETF
-0.84%
-$2,520.16 
CORO Ishares International Country Rotational Active ETF
-0.84%
-$2,548.84 
WRB W.R. Berkley Corporation
-0.82%
-$2,707.1 
EXPE Expedia Group, Inc.
-0.81%
-$12,047.33 
GBTC Grayscale Bitcoin Trust ETF
-0.81%
-$1,949.96 
XLG Invesco S&P 500 Top 50 ETF
-0.78%
-$2,553.04 
CRWD CrowdStrike Holdings, Inc.
-0.76%
-$5,511.04 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$5,096.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.74%
-$7,203.82 
PLTR Palantir Technologies Inc.
-0.72%
-$8,679.36 
SLB Schlumberger Limited
-0.67%
-$9,332.48 
NABL N-able Inc.
-0.63%
-$1,108.53 
PGR Progressive Corporation
-0.62%
-$12,014.2 
TTWO Take-Two Interactive Software, Inc.
-0.61%
-$1,995.04 
THIR Thor Index Rotation ETF
-0.55%
-$1,698.03 
JPM JPMorgan Chase & Co.
-0.54%
-$4,676.43 
F Ford Motor Company
-0.53%
-$2,161.35 
DDOG Datadog, Inc. Class A Common Stock
-0.46%
-$2,703.54 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$1,177.28 
HXL Hexcel Corporation
-0.39%
-$1,591.85 
IVV iShares Core S&P 500 ETF
-0.38%
-$13,333.62 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$71,176.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$5,981.43 
VOO Vanguard S&P 500 ETF
-0.38%
-$4,805.19 
VGK Vanguard FTSE Europe ETF
-0.36%
-$268,270.6 
SYF Synchrony Financial
-0.35%
-$4,495.4 
SF Stifel Financial Corp.
-0.32%
-$2,639.5 
IOT Samsara Inc. Class A Common Stock
-0.3%
-$1,131.57 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.26%
-$271.5 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.23%
-$20,076.12 
HPQ HP Inc.
-0.23%
-$762.19 
FTI TechnipFMC plc
-0.22%
-$3,121.76 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.14%
-$1,153.95 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$1,040.93 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$8,408.92 
GOVT iShares U.S. Treasury Bond ETF
-0.13%
-$431.49 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
-0.12%
-$790.5 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$1,882.2 
FMB First Trust Managed Municipal Fund
-0.11%
-$504.89 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.11%
-$1,795.23 
BRK-A Berkshire Hathaway Inc.
-0.11%
-$778.4 
PRSD State Street Short Duration IG Public & Private Credit ETF
-0.1%
-$2,610.78 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$759.66 
TIP iShares TIPS Bond ETF
-0.08%
-$6,590.31 
RBRK Rubrik, Inc.
-0.07%
-$337.2 
FALN iShares Fallen Angels USD Bond ETF
-0.07%
-$3,092.84 
UMAR Innovator U.S. Equity Ultra Fund
-0.07%
-$674.13 
MBB iShares MBS ETF
-0.07%
-$9,324.9 
ROK Rockwell Automation, Inc.
-0.07%
-$369.92 
BUCK Simplify Treasury Option Income ETF
-0.06%
-$1,506.03 
BINC iShares Flexible Income Active ETF
-0.06%
-$1,057.05 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$13,028.75 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$14,985.7 
FTCB First Trust Core Investment Grade ETF
-0.05%
-$473.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$121.91 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.04%
-$3,606.33 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$115.8 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$3,439.84 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$1,651.87 
RDVY First Trust Rising Dividend Achievers ETF
-0.02%
-$55.55 
UAPR Innovator U.S. Equity Ultra ETF
-0.01%
-$38.02 
CLOA iShares AAA CLO ETF
-0.01%
-$175.91 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.01%
-$44.1 
UAUG Innovator U.S. Equity Ultra Fund
0%
-$13.67 Events
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Dividends
Dividend Analysis
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| Trades 5136 | Longs Won 2782/5136 54% | Profit Factor 6.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,894 |
| Average Win $70,758.71 | Best Trade (Jul 15) $6.17M | Sharpe Ratio -28.61 |
| Average Loss -$13,801.43 | Worst Trade (Sep 30) -$1.75M | Z-Score -18.34 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $32,010.17 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
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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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