Seneschal Advisors LLC Portfolio
Invests via Seneschal Advisors LLC | Managed by Jeffrey M. Lang, Candace E. Duecker
Invests via Seneschal Advisors LLC
Managed by Jeffrey M. Lang, Candace E. Duecker
Automatically Tracked
Company Profile
Advising creditors and investors in distressed credit, Seneschal Advisors LLC provides portfolio valuation, workout strategies, and restructuring advisory to hedge funds, family offices and lenders across US and international credits. The firm advises on asset-level diligences, cash-flow forecasting, covenant enforcement and sale processes, combining forensic analytics with creditor negotiation support. Engagements typically involve stressed corporate bonds, syndicated loans, and special-situation investments where recovery planning and creditor coordination are required. Revenue derives from retained advisory fees and transaction success fees; the team informs investment committees and supports bid execution and post-acquisition asset management.
Advising creditors and investors in distressed credit, Seneschal Advisors LLC provides portfolio valuation, workout strategies, and restructuring advisory to hedge funds, family offices and lenders across US and international credits. The firm advises on asset-level diligences, cash-flow forecasting, covenant enforcement and sale processes, combining forensic analytics with creditor negotiation support. Engagements typically involve stressed corporate bonds, syndicated loans, and special-situation investments where recovery planning and creditor coordination are required. Revenue derives from retained advisory fees and transaction success fees; the team informs investment committees and supports bid execution and post-acquisition asset management.
Investment Philosophy & Strategy
Focuses on opportunistic, recovery-oriented credit investments and advisory, prioritizing structured, evidence-based valuation and workout plans for stressed corporate bonds, syndicated loans and special situations. Underwriting emphasizes forensic cash-flow analysis, covenant mechanics, and downside recovery scenarios to size positions and negotiate creditor-friendly outcomes. Capital deployment favors event-driven, short-to-medium horizon plays where legal leverage and active creditor coordination improve recovery. Risk discipline centers on conservative recovery assumptions, liquidity management, and fee-aligned advisory that monetizes restructuring expertise.
Focuses on opportunistic, recovery-oriented credit investments and advisory, prioritizing structured, evidence-based valuation and workout plans for stressed corporate bonds, syndicated loans and special situations. Underwriting emphasizes forensic cash-flow analysis, covenant mechanics, and downside recovery scenarios to size positions and negotiate creditor-friendly outcomes. Capital deployment favors event-driven, short-to-medium horizon plays where legal leverage and active creditor coordination improve recovery. Risk discipline centers on conservative recovery assumptions, liquidity management, and fee-aligned advisory that monetizes restructuring expertise.
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:
0.73%
Gain
Monthly
0.04%
Yearly
0.47%
Drawdown
14.85%
$146.51M
Equity
Holdings
$146.51M
Investment
$125.87M
$21.49M
Profit +$53,336.8
Realized
$843,403.03
Unrealized
$20.64M
Dividends
$3.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$53,336.8
Win %
66%
This Week
Compared To Last Week
Gain
0.31%
Profit
$454,648.65
Win %
66%
This Month
Compared to last month
Gain
0.41%
Profit
$597,742
Win %
66%
This Year
Compared to last year
Gain
9.12%
Profit
$12.24M
Win %
61%
ABT Abbott Laboratories
+10.62%
+$5,469.96 
ERIE Erie Indemnity Company
+7.86%
+$29,075.2 
JBHT J.B. Hunt Transport Services, Inc.
+7.66%
+$63.5 
CTAS Cintas Corporation
+7.42%
+$57.08 
XPO XPO Inc.
+6.58%
+$26.94 
IR Ingersoll Rand Inc.
+6.37%
+$20.16 
DXCM DexCom, Inc.
+6.22%
+$22.62 
ACN Accenture plc Class A
+5.87%
+$24.14 
DPZ Domino's Pizza Inc.
+5.71%
+$17.75 
BIIB Biogen Inc.
+5.55%
+$21.88 
MCK McKesson Corporation
+5.33%
+$42.45 
INTU Intuit Inc.
+5.3%
+$29.66 
ODFL Old Dominion Freight Line, Inc.
+4.86%
+$32.82 
VRSK Verisk Analytics Inc.
+4.65%
+$17.85 
GDDY Godaddy Inc.
+4.65%
+$12.72 
DG Dollar General Corporation
+4.54%
+$22 
ADBE Adobe Inc.
+4.52%
+$1,035.3 
ATR AptarGroup, Inc.
+4.45%
+$11.48 
ADT ADT Inc.
+4.43%
+$1.2 
PM Philip Morris International Inc.
+4.34%
+$785 
ROP Roper Technologies Inc.
+4.33%
+$15.09 
ROL Rollins, Inc.
+4.14%
+$12.67 
KDP Keurig Dr Pepper Inc.
+4.13%
+$18.75 
CFG Citizens Financial Group, Inc.
+4.12%
+$23.44 
COR Cencora, Inc.
+4.11%
+$36.59 
CHRW C.H. Robinson Worldwide, Inc.
+4.11%
+$16.24 
ITW Illinois Tool Works Inc.
+4.04%
+$43.86 
ABBV AbbVie Inc.
+4.01%
+$2,855.76 
ADSK Autodesk, Inc.
+4%
+$25.11 
DKS Dick's Sporting Goods, Inc.
+3.96%
+$16.56 
PAYX Paychex Inc.
+3.94%
+$17.36 
STE STERIS plc
+3.93%
+$16.62 
DOCU DocuSign Inc.
+3.93%
+$2.01 
SYK Stryker Corporation
+3.92%
+$24.82 
BRO Brown & Brown Inc.
+3.9%
+$13.05 
VTRS Viatris Inc.
+3.87%
+$8.38 
WM Waste Management, Inc.
+3.87%
+$900 
NKE Nike, Inc. - Class B
+3.85%
+$360.25 
WTRG Essential Utilities Inc.
+3.84%
+$2.91 
AWK American Water Works Company, Inc.
+3.79%
+$14.7 
PODD Insulet Corporation
+3.79%
+$6.04 
ORLY O'Reilly Automotive Inc.
+3.77%
+$40.56 
OTIS Otis Worldwide Corporation
+3.76%
+$10.86 
FIS Fidelity National Information Services, Inc.
+3.75%
+$3.08 
UHS Universal Health Services, Inc.
+3.74%
+$11.08 
MDT Medtronic plc
+3.72%
+$29.9 
KR Kroger Co.
+3.71%
+$35.7 
AVY Avery Dennison Corporation
+3.71%
+$11.64 
GIS General Mills, Inc.
+3.67%
+$4.09 
ZTS Zoetis Inc.
+3.66%
+$5.46 
OMC Omnicom Group Inc.
+3.65%
+$17.73 
BALL Ball Corp.
+3.59%
+$13.08 
BJ BJ's Wholesale Club Holdings, Inc.
+3.57%
+$3.22 
UNP Union Pacific Corporation
+3.56%
+$61.68 
ZBH Zimmer Biomet Holdings, Inc.
+3.56%
+$12.84 
JKHY Jack Henry & Associates, Inc.
+3.54%
+$5.25 
ADP Automatic Data Processing Inc.
+3.52%
+$148.07 
STZ Constellation Brands, Inc.
+3.52%
+$13.89 
UPS United Parcel Service, Inc.
+3.48%
+$27.51 
BSX Boston Scientific Corporation
+3.47%
+$10.46 
GGG Graco Inc.
+3.43%
+$7.57 
TRU TransUnion
+3.42%
+$10.6 
GPC Genuine Parts Company
+3.4%
+$12.36 
VLTO Veralto Corporation
+3.37%
+$12.26 
AMGN Amgen Inc.
+3.36%
+$3,694.74 
CPRT Copart Inc.
+3.34%
+$9.1 
BR Broadridge Financial Solutions, Inc.
+3.31%
+$87.93 
MO Altria Group, Inc.
+3.29%
+$232 
IBM International Business Machines Corporation
+3.28%
+$339.08 
GILD Gilead Sciences Inc.
+3.27%
+$474.1 
MKC McCormick & Company, Incorporated
+3.26%
+$8.3 
DGX Quest Diagnostics Inc.
+3.25%
+$19.68 
AMCR Amcor plc
+3.25%
+$9.87 
GEHC GE HealthCare Technologies Inc.
+3.24%
+$14.35 
COO The Cooper Companies, Inc.
+3.21%
+$6.81 
THC Tenet Healthcare Corporation
+3.21%
+$12.33 
CRM Salesforce Inc
+3.19%
+$26.65 
LH Labcorp Holdings Inc.
+3.15%
+$17.16 
SBUX Starbucks Corporation
+3.15%
+$24,030.6 
ISRG Intuitive Surgical, Inc.
+3.14%
+$24.46 
KHC The Kraft Heinz Company
+3.12%
+$7.95 
CTSH Cognizant Technology Solutions Corporation
+3.12%
+$6.72 
FNF Fidelity National Financial, Inc.
+3.1%
+$10.88 
IOT Samsara Inc. Class A Common Stock
+3.09%
+$1.12 
RL Ralph Lauren Corporation
+3.07%
+$11.49 
MRK Merck & Co., Inc.
+3.07%
+$2,069.34 
PTC PTC Inc.
+3.06%
+$7.56 
MRSH Marsh & McLennan Companies, Inc.
+3.05%
+$26.9 
MCD McDonald's Corporation
+3.05%
+$646.39 
ALLE Allegion plc
+3.04%
+$8.26 
FTV Fortive Corporation
+3.02%
+$10.95 
GRMN Garmin Ltd.
+3%
+$21.72 
TMUS T-Mobile US, Inc.
+2.98%
+$851.2 
IDXX IDEXX Laboratories, Inc.
+2.98%
+$16.6 
AON Aon plc
+2.92%
+$31.11 
COST Costco Wholesale Corporation
+2.9%
+$77,703.78 
BMY Bristol-Myers Squibb Company
+2.89%
+$40.68 
NDAQ Nasdaq, Inc.
+2.87%
+$15.72 
XYL Xylem Inc.
+2.87%
+$10.44 
WTW Willis Towers Watson Public Limited Company
+2.86%
+$16.32 
RSG Republic Services, Inc.
+2.86%
+$24.84 
NWBI Northwest Bancshares Inc.
+2.83%
+$967.5 
KO The Coca-Cola Company
+2.83%
+$2,131.95 
BDX Becton, Dickinson and Company
+2.8%
+$13.02 
TSCO Tractor Supply Company
+2.78%
+$8.4 
ROST Ross Stores, Inc.
+2.78%
+$31.4 
T AT&T Inc.
+2.78%
+$1,378.62 
WSFS WSFS Financial Corporation
+2.76%
+$3,132 
HSY The Hershey Company
+2.76%
+$14.09 
AJG Arthur J. Gallagher & Co.
+2.75%
+$13.64 
CSX CSX Corporation
+2.75%
+$59.84 
WDAY Workday Inc.
+2.74%
+$3.88 
FICO Fair Isaac Corporation
+2.73%
+$32.93 
LOW Lowe's Companies Inc.
+2.73%
+$22.9 
PSX Phillips 66
+2.73%
+$32.1 
NWS News Corporation
+2.72%
+$3.44 
TRMB Trimble Inc.
+2.72%
+$5.64 
GPN Global Payments Inc.
+2.71%
+$4.24 
MAS Masco Corporation
+2.69%
+$8.4 
PPG PPG Industries Inc.
+2.68%
+$12.36 
BLDR Builders FirstSource, Inc.
+2.67%
+$6.09 
PHM PulteGroup Inc.
+2.62%
+$19.71 
IP International Paper Company
+2.61%
+$9.6 
ULTA Ulta Beauty Inc.
+2.6%
+$12.13 
MA Mastercard Incorporated
+2.58%
+$110.52 
SSNC SS&C Technologies Holdings Inc.
+2.58%
+$8.85 
SCI Service Corporation International
+2.56%
+$8 
VZ Verizon Communications Inc.
+2.54%
+$1,587.04 
RPM RPM International Inc.
+2.53%
+$7.83 
MRP Millrose Properties Inc.
+2.52%
+$9.43 
GSK GSK plc Sponsored ADR
+2.51%
+$190.92 
PNR Pentair plc
+2.5%
+$6.44 
TPR Tapestry Inc.
+2.5%
+$17.55 
BURL Burlington Stores Inc.
+2.5%
+$8.62 
CMCSA Comcast Corp
+2.49%
+$16.38 
RF Regions Financial Corporation
+2.47%
+$14.77 
EWBC East West Bancorp Inc.
+2.45%
+$6.5 
PCAR PACCAR Inc.
+2.45%
+$21.14 
URI United Rentals, Inc.
+2.45%
+$51.34 
SN SharkNinja, Inc.
+2.44%
+$3.65 
VLO Valero Energy Corporation
+2.43%
+$28.4 
HDV iShares Core High Dividend ETF
+2.4%
+$432.25 
TR Tootsie Roll Industries, Inc.
+2.4%
+$787.71 
SNA Snap-on Inc.
+2.39%
+$19.28 
V Visa Inc. Class A
+2.37%
+$1,675.58 
IFF International Flavors & Fragrances Inc.
+2.36%
+$7.12 
SPGI S&P Global Inc.
+2.36%
+$21 
DRI Darden Restaurants, Inc.
+2.35%
+$13.83 
NTNX Nutanix, Inc.
+2.35%
+$1.28 
MPC Marathon Petroleum Corporation
+2.34%
+$49 
PRU Prudential Financial, Inc.
+2.34%
+$13.45 
FAST Fastenal Co.
+2.34%
+$16.96 
OKE ONEOK, Inc.
+2.33%
+$16.96 
SGI Somnigroup International Inc.
+2.29%
+$5.04 
TJX The TJX Companies, Inc.
+2.29%
+$38.06 
CPAY Corpay, Inc.
+2.26%
+$16.4 
PKG Packaging Corporation of America
+2.26%
+$15.42 
KMB Kimberly-Clark Corporation
+2.25%
+$4.79 
DOV Dover Corporation
+2.22%
+$14.14 
FITB Fifth Third Bancorp
+2.22%
+$11.56 
DECK Deckers Outdoor Corporation
+2.19%
+$6.99 
EXC Exelon Corporation
+2.19%
+$11 
EG Everest Group, Ltd.
+2.17%
+$7.91 
CASY Casey's General Stores Inc.
+2.16%
+$17.43 
DIS The Walt Disney Company
+2.14%
+$262.08 
DFAR Dimensional US Real Estate ETF
+2.13%
+$120,489.07 
MCO Moody's Corporation
+2.12%
+$21.44 
WMT Walmart Inc.
+2.12%
+$325.04 
REGN Regeneron Pharmaceuticals, Inc.
+2.12%
+$14.07 
CDW CDW Corporation
+2.1%
+$8.25 
RNR Renaissancere Holdings Ltd.
+2.1%
+$6.45 
UL Unilever PLC Sponsored American Depositary Receipt
+2.08%
+$358.4 
NWSA News Corporation
+2.07%
+$4.06 
GEN Gen Digital Inc.
+2.06%
+$7.63 
PYPL PayPal Holdings Inc
+2.05%
+$3.42 
WSM Williams-Sonoma, Inc.
+2.05%
+$13.72 
GWW W.W. Grainger, Inc.
+2.05%
+$28.08 
VNQ Vanguard Real Estate ETF
+2.04%
+$5,772 
HBAN Huntington Bancshares Incorporated
+2.04%
+$11.1 
MTB M&T Bank Corporation
+2.02%
+$10.04 
PG Procter & Gamble Co
+2.01%
+$83.44 
LVS Las Vegas Sands Corp.
+2.01%
+$7.2 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$4,679.53 
VRSN Verisign Inc.
+1.97%
+$10.64 
MNST Monster Beverage Corporation
+1.96%
+$15.28 
NDSN Nordson Corporation
+1.92%
+$11.03 
CHTR Charter Communications Inc
+1.91%
+$2.5 
USFD US Foods Holding Corp
+1.9%
+$11.07 
CSL Carlisle Companies Inc.
+1.88%
+$12.95 
SDY SPDR S&P Dividend ETF
+1.88%
+$2,872.87 
EXPD Expeditors International of Washington, Inc.
+1.87%
+$9.99 
VEEV Veeva Systems Inc.
+1.86%
+$7.22 
MSCI MSCI Inc.
+1.85%
+$11.5 
PAG Penske Automotive Group Inc.
+1.85%
+$3.7 
VRTX Vertex Pharmaceuticals Incorporated
+1.83%
+$17.48 
CINF Cincinnati Financial Corporation
+1.81%
+$12.52 
J Jacobs Solutions Inc.
+1.8%
+$4.68 
HCA HCA Healthcare Inc.
+1.79%
+$13.58 
PHIN Phinia Inc.
+1.77%
+$1.41 
KEY KeyCorp
+1.76%
+$8.71 
RMD ResMed Inc.
+1.75%
+$6.93 
KVUE Kenvue Inc.
+1.74%
+$6.5 
IQV IQVIA Holdings Inc.
+1.73%
+$10.71 
CAH Cardinal Health Inc.
+1.72%
+$11.61 
SYY Sysco Corporation
+1.71%
+$9.66 
IEX IDEX Corporation
+1.7%
+$7.62 
EIX Edison International
+1.67%
+$5.12 
BROS Dutch Bros Inc.
+1.66%
+$106 
PNW Pinnacle West Capital Corporation
+1.64%
+$3.52 
LECO Lincoln Electric Holdings, Inc.
+1.63%
+$4.14 
LNN Lindsay Corporation
+1.63%
+$52.78 
VHT Vanguard Health Care ETF
+1.62%
+$726 
TFC Truist Financial Corporation
+1.61%
+$10.2 
ATO Atmos Energy Corporation
+1.6%
+$8.4 
RGA Reinsurance Group of America, Inc.
+1.6%
+$3.74 
ED Consolidated Edison, Inc.
+1.6%
+$7.04 
FDX FedEx Corporation
+1.57%
+$2,243.87 
EMR Emerson Electric Co.
+1.56%
+$12.78 
TRV The Travelers Companies, Inc.
+1.56%
+$30.84 
CB Chubb Limited
+1.56%
+$152.54 
CHD Church & Dwight Co., Inc.
+1.55%
+$6.04 
DVY iShares Select Dividend ETF
+1.55%
+$850.67 
PPL PPL Corporation
+1.54%
+$6.05 
AFL Aflac Inc.
+1.53%
+$18.5 
EXPE Expedia Group, Inc.
+1.52%
+$12.18 
ES Eversource Energy
+1.5%
+$6.66 
USB U.S. Bancorp
+1.49%
+$15.98 
HD The Home Depot, Inc.
+1.49%
+$528.32 
AIG American International Group Inc.
+1.47%
+$9.04 
UNH UnitedHealth Group Incorporated
+1.47%
+$283.36 
AAPL Apple Inc.
+1.46%
+$26,171.78 
UBER Uber Technologies, Inc.
+1.45%
+$12.66 
DVA DaVita Inc.
+1.43%
+$6.62 
AME Ametek Inc.
+1.43%
+$10.01 
CRH CRH plc
+1.4%
+$11.64 
LLY Eli Lilly and Company
+1.4%
+$484.5 
LNG Cheniere Energy Inc.
+1.38%
+$14.16 
DHR Danaher Corporation
+1.37%
+$11 
ECL Ecolab Inc.
+1.35%
+$651.48 
DFAT Dimensional US Targeted Value ETF
+1.34%
+$103,550.4 
MET MetLife Inc.
+1.33%
+$14.76 
DFSV Dimensional US Small Cap Value ETF
+1.33%
+$1,168.96 
LII Lennox International Inc.
+1.3%
+$7.15 
AEE Ameren Corporation
+1.26%
+$5.6 
ACM Aecom
+1.25%
+$1.72 
LNT Alliant Energy Corporation
+1.23%
+$5.52 
MSI Motorola Solutions, Inc.
+1.22%
+$9.94 
IJS iShares S&P Small-Cap 600 Value ETF
+1.22%
+$761.94 
SHW The Sherwin-Williams Company
+1.22%
+$12.15 
ACGL Arch Capital Group Ltd
+1.22%
+$7.2 
SEIC SEI Investments Company
+1.21%
+$4.76 
ILMN Illumina, Inc.
+1.21%
+$4.52 
HIG The Hartford Insurance Group, Inc.
+1.16%
+$7.8 
MSFT Microsoft Corp.
+1.15%
+$38,499.28 
DHI D.R. Horton, Inc.
+1.14%
+$10.38 
TRGP Targa Resources Corp.
+1.12%
+$9.39 
AFG American Financial Group Inc.
+1.12%
+$3.1 
DUK Duke Energy Corporation
+1.12%
+$90.35 
JNJ Johnson & Johnson
+1.12%
+$932.88 
CVX Chevron Corporation
+1.11%
+$896.88 
VMC Vulcan Materials Company
+1.1%
+$6.38 
ADM Archer-Daniels-Midland Co
+1.09%
+$5.37 
LEN-B Lennar Corporation
+1.08%
+$0.9 
LIN Linde plc
+1.08%
+$22.12 
COF Capital One Financial Corporation
+1.06%
+$17.76 
INCY Incyte Corporation
+1.06%
+$6.1 
ICE Intercontinental Exchange, Inc.
+1.06%
+$5.92 
RKT Rocket Companies, Inc. Class A
+1.04%
+$0.91 
ROK Rockwell Automation, Inc.
+1.02%
+$198.66 
WAB Wabtec Corporation
+1.02%
+$7.92 
XOM Exxon Mobil Corporation
+1.02%
+$1,647.87 
WEC WEC Energy Group Inc.
+1.01%
+$515.97 
CNP CenterPoint Energy Inc.
+1.01%
+$4.73 
FOXA Fox Corporation
+1%
+$2.8 
CBRE CBRE Group Inc.
+1%
+$5.64 
ALNY Alnylam Pharmaceuticals Inc
+1%
+$2.78 
PFE Pfizer Inc.
+0.99%
+$23.77 
TGT Target Corporation
+0.99%
+$9.55 
IWN iShares Russell 2000 Value ETF
+0.98%
+$872 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$876.75 
DLTR Dollar Tree, Inc.
+0.97%
+$4.92 
TOL Toll Brothers Inc
+0.97%
+$2.96 
GD General Dynamics Corporation
+0.95%
+$419.87 
XLE Energy Select Sector SPDR Fund
+0.92%
+$682.76 
APO Apollo Global Management, Inc.
+0.92%
+$5.6 
L Loews Corporation
+0.92%
+$5.15 
MLM Martin Marietta Materials, Inc.
+0.9%
+$5.14 
BX Blackstone Inc.
+0.9%
+$4.56 
NI NiSource Inc.
+0.87%
+$395.6 
FOX Fox Corporation Class B Common Stock
+0.87%
+$2.2 
HPQ HP Inc.
+0.86%
+$506.56 
DTE DTE Energy Company
+0.86%
+$3.79 
APD Air Products and Chemicals, Inc.
+0.85%
+$7.53 
MMM 3M Company
+0.83%
+$9.38 
DE Deere & Company
+0.83%
+$14.64 
RS Reliance Inc.
+0.81%
+$6.36 
FWONA Liberty Media Corporation
+0.81%
+$0.74 
CF CF Industries Holdings, Inc.
+0.78%
+$3.68 
EW Edwards Lifesciences Corporation
+0.78%
+$4.08 
CG The Carlyle Group Inc.
+0.77%
+$2.13 
LEN Lennar Corporation
+0.75%
+$1.92 
MICC The Magnum Ice Cream Company N.V.
+0.75%
+$8.82 
D Dominion Energy, Inc.
+0.75%
+$4.24 
WMB The Williams Companies, Inc.
+0.74%
+$96.8 
AMP Ameriprise Financial, Inc.
+0.71%
+$7.51 
DBX Dropbox Inc.
+0.71%
+$0.21 
BKNG Booking Holdings Inc.
+0.71%
+$32.25 
PH Parker-Hannifin Corporation
+0.7%
+$6.67 
XEL Xcel Energy Inc.
+0.67%
+$3.18 
FERG Ferguson Enterprises Inc
+0.65%
+$6 
IWD iShares Russell 1000 Value ETF
+0.64%
+$1,510.51 
EL The Estée Lauder Companies Inc. Class A
+0.64%
+$1.05 
ALL Allstate Corporation
+0.63%
+$6.04 
FXI iShares China Large-Cap ETF
+0.63%
+$35.91 
WST West Pharmaceutical Services, Inc.
+0.62%
+$2.23 
TW Tradeweb Markets Inc.
+0.61%
+$1.22 
SQ Block, Inc.
+0.57%
+$2.82 
AXP American Express Company
+0.56%
+$13.93 
LUV Southwest Airlines Co.
+0.53%
+$3.38 
UNM Unum Group
+0.51%
+$1.36 
MAR Marriott International Inc. - Class A
+0.5%
+$5.55 
WMG Warner Music Group Corp.
+0.49%
+$0.42 
CARR Carrier Global Corporation
+0.49%
+$53.94 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$692.25 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$252.31 
TDY Teledyne Technologies Incorporated
+0.47%
+$2.92 
RCL Royal Caribbean Group
+0.46%
+$6.75 
DAL Delta Air Lines, Inc.
+0.44%
+$6.75 
IXC iShares Global Energy ETF
+0.43%
+$45 
PLTR Palantir Technologies Inc.
+0.42%
+$328.73 
AOS A. O. Smith Corporation
+0.41%
+$0.5 
ZM Zoom Video Communications, Inc.
+0.39%
+$1.8 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$55.86 
Z Zillow Group Inc.
+0.38%
+$0.39 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$614.72 
LYV Live Nation Entertainment, Inc.
+0.37%
+$2.01 
AIZ Assurant Inc.
+0.37%
+$1.01 
CMS CMS Energy Corporation
+0.36%
+$1.59 
ALLY Ally Financial Inc.
+0.3%
+$1.26 
CCL Carnival Corporation Ltd.
+0.3%
+$0.24 
OC Owens Corning
+0.3%
+$0.86 
DFAS Dimensional U.S. Small Cap ETF
+0.3%
+$19,376.64 
TEL TE Connectivity plc
+0.27%
+$2.16 
A Agilent Technologies Inc.
+0.26%
+$1.05 
NEE NextEra Energy, Inc.
+0.26%
+$184 
APTV Aptiv PLC
+0.25%
+$0.3 
TPL Texas Pacific Land Corporation
+0.25%
+$6,254.85 
CVS CVS Health Corporation
+0.24%
+$83.46 
TROW T. Rowe Price Group, Inc.
+0.24%
+$0.85 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$57.75 
WFC Wells Fargo & Company
+0.22%
+$4.68 
SRE Sempra
+0.22%
+$1.6 
PGR Progressive Corporation
+0.2%
+$1.68 
BG Bunge Global S.A.
+0.2%
+$0.46 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$354 
WAT Waters Corporation
+0.15%
+$0.56 
ETR Entergy Corporation
+0.14%
+$0.64 
EA Electronic Arts Inc.
+0.14%
+$0.84 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$1,126.39 
OGN Organon & Co.
+0.11%
+$0.17 
DUHP Dimensional US High Profitability ETF
+0.08%
+$86.94 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$908.55 
VB Vanguard Small-Cap ETF
+0.05%
+$61.04 
SYF Synchrony Financial
+0.04%
+$0.24 
CME CME Group Inc.
+0.02%
+$0.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$116.23 
CTRA Coterra Energy Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.31%
-$48.56 
BE Bloom Energy Corporation
-13.85%
-$66.3 
AIMD Ainos Inc.
-12.04%
-$414 
RKLB Rocket Lab Corporation
-12.02%
-$27.48 
SNDK SanDisk Corporation
-11.86%
-$191.49 
UMC United Microelectronics Corp. Sponsored ADR
-10.73%
-$13.37 
STX Seagate Technology Holdings plc
-10.52%
-$261.3 
SMMT Summit Therapeutics Inc.
-10.12%
-$1.52 
WDC Western Digital Corporation
-10.04%
-$361.27 
GLW Corning Incorporated
-9.82%
-$205.44 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.59%
-$33.63 
MRVL Marvell Technology, Inc.
-9.3%
-$134.33 
HOOD Robinhood Markets, Inc.
-8.53%
-$147.9 
COHR Coherent Corp.
-8.18%
-$73.44 
LTBR Lightbridge Corporation
-7.92%
-$22.76 
SMCI Super Micro Computer Inc
-7.53%
-$14.18 
CIEN Ciena Corporation
-7.2%
-$60.26 
IONQ IonQ, Inc.
-6.99%
-$7.86 
LITE Lumentum Holdings Inc.
-6.89%
-$51.8 
TER Teradyne, Inc.
-6.83%
-$70.11 
INTC Intel Corporation
-6.72%
-$802.72 
ORCL Oracle Corporation
-6.49%
-$774 
GFS GlobalFoundries Inc.
-6.35%
-$7.8 
MU Micron Technology, Inc.
-6.23%
-$563.3 
MCHP Microchip Technology Incorporated
-6.11%
-$42.16 
AMD Advanced Micro Devices, Inc.
-6.07%
-$4,915.89 
ON ON Semiconductor Corporation
-5.95%
-$33.06 
FLEX Flex Ltd.
-5.94%
-$91.8 
IBKR Interactive Brokers Group Inc.
-5.9%
-$23 
DGNX Diginex Ltd
-5.88%
-$0.01 
FTAI FTAI Aviation Ltd.
-5.87%
-$25.09 
RDDT Reddit Inc Class A
-5.76%
-$11.41 
RIVN Rivian Automotive, Inc.
-5.76%
-$4,530.5 
CRWV CoreWeave, Inc.
-5.58%
-$5,364.03 
AVGO Broadcom Inc.
-5.52%
-$871.2 
RBLX Roblox Corporation
-5.49%
-$9.4 
LRCX Lam Research Corporation
-5.44%
-$310.42 
GS The Goldman Sachs Group, Inc.
-5.32%
-$2,882.98 
FSLR First Solar, Inc.
-5.09%
-$79.8 
MTZ MasTec, Inc. Common Stock
-5.09%
-$36.42 
FFIV F5 Inc.
-4.97%
-$41.92 
DELL Dell Technologies Inc.
-4.84%
-$79.92 
LYEL Lyell Immunopharma, Inc.
-4.84%
-$86.94 
NLR VanEck Uranium and Nuclear ETF
-4.84%
-$10.59 
CW Curtiss-Wright Corporation
-4.82%
-$36.26 
GOOGL Alphabet Inc
-4.78%
-$38,714.06 
MS Morgan Stanley
-4.77%
-$1,211.01 
QCOM QUALCOMM Incorporated
-4.76%
-$76.28 
HPE Hewlett Packard Enterprise Company
-4.73%
-$42.56 
GOOG Alphabet Inc
-4.7%
-$86,788.85 
ELV Elevance Health, Inc.
-4.7%
-$18.33 
NEM Newmont Corporation
-4.67%
-$62.23 
CI The Cigna Group
-4.65%
-$41.52 
CAT Caterpillar Inc.
-4.45%
-$203.35 
GE General Electric Company
-4.44%
-$752 
MPWR Monolithic Power Systems, Inc.
-4.43%
-$59.96 
FCX Freeport-McMoRan Inc.
-4.3%
-$787.5 
JBL Jabil Inc.
-4.29%
-$41.13 
U Unity Software Inc.
-4.29%
-$8.04 
P Everpure Inc.
-4.28%
-$12.12 
NXPI NXP Semiconductors N.V.
-4.14%
-$57.7 
COIN Coinbase Global, Inc.
-4.12%
-$13.78 
ENTG Entegris, Inc.
-4.11%
-$17.11 
VRT Vertiv Holdings Co
-3.98%
-$48.48 
SLV iShares Silver Trust
-3.93%
-$522.75 
ETN Eaton Corporation plc
-3.88%
-$96.06 
TXN Texas Instruments Inc
-3.85%
-$81.27 
APP AppLovin Corporation Class A Common Stock
-3.66%
-$66.24 
AMAT Applied Materials, Inc.
-3.46%
-$160.24 
FIX Comfort Systems USA, Inc.
-3.46%
-$60.02 
NRG NRG Energy, Inc.
-3.45%
-$28.56 
CPNG Coupang Inc.
-3.36%
-$4.09 
KEYS Keysight Technologies, Inc.
-3.35%
-$32.46 
SOFI SoFi Technologies, Inc.
-3.31%
-$8.27 
XBI SPDR S&P Biotech ETF
-3.27%
-$460.35 
HWM Howmet Aerospace Inc.
-3.25%
-$54.51 
CMI Cummins Inc.
-3.12%
-$62.37 
ADI Analog Devices, Inc.
-3.12%
-$48.72 
IDCC InterDigital, Inc.
-3.09%
-$5,010 
CEG Constellation Energy Corporation
-3.04%
-$23.5 
NVDA NVIDIA Corporation
-2.98%
-$9,193 
SNX TD Synnex Corporation
-2.98%
-$7.46 
PWR Quanta Services Inc.
-2.96%
-$38.38 
ANET Arista Networks, Inc.
-2.94%
-$50.55 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.93%
-$16.26 
META Meta Platforms Inc Class A
-2.91%
-$3,393.49 
KLAC KLA Corporation
-2.9%
-$130 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.83%
-$866.04 
NXT Nextracker Inc.
-2.73%
-$5.96 
APH Amphenol Corporation
-2.7%
-$42.35 
EME EMCOR Group, Inc.
-2.63%
-$20.23 
C Citigroup Inc.
-2.51%
-$43.94 
HEI Heico Corporation
-2.51%
-$8.81 
DASH DoorDash, Inc.
-2.46%
-$9.34 
UAL United Airlines Holdings, Inc.
-2.46%
-$32.67 
EEM iShares MSCI Emerging Markets ETF
-2.41%
-$2,153.68 
WWD Woodward Inc.
-2.35%
-$9.46 
FTNT Fortinet Inc.
-2.35%
-$46.44 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$895.44 
GEV GE Vernova Inc.
-2.29%
-$72.61 
EBAY eBay Inc.
-2.29%
-$25.8 
CDNS Cadence Design Systems, Inc.
-2.26%
-$16.83 
INSM Insmed Inc.
-2.25%
-$2.47 
OKTA Okta Inc.
-2.21%
-$6.66 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$560.48 
AFRM Affirm Holdings, Inc.
-2.14%
-$10.5 
DFAE Dimensional Emerging Core Equity Market ETF
-2.12%
-$6,587.88 
GLD SPDR Gold Shares
-2.07%
-$3,747.06 
CSCO Cisco Systems, Inc.
-2.03%
-$383.63 
QQQM Invesco NASDAQ 100 ETF
-2.01%
-$17,807.79 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$25,489 
UCO ProShares Ultra Bloomberg Crude Oil
-1.98%
-$876.9 
SNPS Synopsys, Inc.
-1.9%
-$16.15 
AMZN Amazon.com Inc
-1.85%
-$89,750.02 
H Hyatt Hotels Corporation
-1.84%
-$3.51 
SPOT Spotify Technology S.A.
-1.83%
-$62.34 
MGK Vanguard Mega Cap Growth ETF
-1.82%
-$780 
IWO iShares Russell 2000 Growth ETF
-1.81%
-$1,266.36 
NTAP NetApp, Inc.
-1.76%
-$11.42 
VUG Vanguard Growth ETF
-1.74%
-$23,684.4 
DKNG DraftKings Inc.
-1.66%
-$0.84 
GME Gamestop Corp.
-1.66%
-$1.48 
SYM Symbotic Inc. Class A
-1.63%
-$0.69 
TTWO Take-Two Interactive Software, Inc.
-1.62%
-$697.38 
ING ING Groep N.V. Sponsored ADR
-1.61%
-$624.35 
DOW Dow Inc.
-1.6%
-$4.75 
ZS Zscaler Inc.
-1.6%
-$2.37 
HEI.A Heico Corporation
-1.56%
-$3.95 
BA Boeing Company
-1.54%
-$1,796.21 
NTRS Northern Trust Corporation
-1.51%
-$11.58 
HLT Hilton Worldwide Holdings Inc.
-1.51%
-$14.88 
MDB MongoDB Inc.
-1.5%
-$5 
RAL Ralliant Corporation
-1.5%
-$1.01 
TWLO Twilio Inc.
-1.49%
-$9.48 
DLR Digital Realty Trust, Inc.
-1.48%
-$119.6 
JPM JPMorgan Chase & Co.
-1.42%
-$1,382.55 
BKR Baker Hughes Company
-1.34%
-$9.95 
RGLD Royal Gold Inc.
-1.29%
-$2.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$3,443.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$634 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$7,360.99 
EQH Equitable Holdings, Inc.
-1.26%
-$5 
TSLA Tesla, Inc.
-1.24%
-$1,494.5 
JCI Johnson Controls International plc
-1.23%
-$12.32 
IOO iShares Global 100 ETF
-1.22%
-$516 
RTX RTX Corporation
-1.21%
-$780.46 
TKO Tko Group Holdings Inc.
-1.19%
-$2.2 
RJF Raymond James Financial Inc.
-1.11%
-$7.56 
BNY BlackRock New York Municipal Income Trust
-1.11%
-$16.16 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.1%
-$7,206.05 
DDOG Datadog, Inc. Class A Common Stock
-1.05%
-$5.54 
SNOW Snowflake Inc.
-1.02%
-$2.78 
SLB Schlumberger Limited
-1%
-$475 
BLK BlackRock, Inc.
-0.95%
-$93.06 
TT Trane Technologies plc
-0.94%
-$13.62 
EFA iShares MSCI EAFE ETF
-0.94%
-$1,073.65 
TPG TPG Inc.
-0.92%
-$0.41 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$112.77 
DFUS Dimensional U.S. Equity Market ETF
-0.89%
-$90,061.02 
DJT Trump Media & Technology Group Corp.
-0.89%
-$2.12 
DD DuPont de Nemours, Inc.
-0.87%
-$2.36 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$860.88 
VOO Vanguard S&P 500 ETF
-0.84%
-$4,213.68 
IVV iShares Core S&P 500 ETF
-0.83%
-$3,354.9 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$32.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$209,612.2 
PANW Palo Alto Networks, Inc.
-0.77%
-$579.36 
DFAI Dimensional International Core Equity Market ETF
-0.75%
-$10,175.76 
IWB iShares Russell 1000 ETF
-0.75%
-$1,993.3 
BN Brookfield Corporation
-0.72%
-$323.84 
STT State Street Corp
-0.71%
-$5.28 
PEG Public Service Enterprise Group Incorporated
-0.7%
-$2.8 
ABNB Airbnb, Inc.
-0.66%
-$3.92 
UTHR United Therapeutics Corporation
-0.64%
-$3.42 
ALK Alaska Air Group Inc.
-0.63%
-$69.6 
DFAU Dimensional US Core Equity Market ETF
-0.62%
-$9,229.02 
AXON Axon Enterprise, Inc.
-0.6%
-$3.24 
CVNA Carvana Co.
-0.57%
-$4 
TDG TransDigm Group Inc.
-0.55%
-$6.78 
WBS Webster Financial Corporation
-0.54%
-$3.32 
YUM Yum! Brands, Inc.
-0.53%
-$3.26 
CRBG Corebridge Financial Inc.
-0.49%
-$1.71 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.43%
-$305.95 
STLD Steel Dynamics Inc.
-0.43%
-$5.05 
VIS Vanguard Industrials ETF
-0.43%
-$181.17 
HAL Halliburton Company
-0.43%
-$3.15 
IWM iShares Russell 2000 ETF
-0.41%
-$556.8 
WBD Warner Bros. Discovery, Inc.
-0.4%
-$3.3 
ARMK Aramark
-0.38%
-$0.86 
NOW ServiceNow, Inc.
-0.37%
-$1.95 
WRB W.R. Berkley Corporation
-0.37%
-$1.56 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.37%
-$11,604.78 
DT Dynatrace, Inc.
-0.36%
-$0.66 
F Ford Motor Company
-0.35%
-$3.3 
AEO American Eagle Outfitters, Inc.
-0.34%
-$30.36 
FTI TechnipFMC plc
-0.33%
-$0.94 
WSO Watsco Inc.
-0.32%
-$1.24 
BBY Best Buy Co., Inc.
-0.29%
-$1.5 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.27%
-$1.08 
LPLA LPL Financial Holdings Inc.
-0.26%
-$1.69 
BAC Bank of America Corporation
-0.23%
-$7.39 
LYB LyondellBasell Industries N.V.
-0.23%
-$0.68 
NFLX Netflix, Inc.
-0.21%
-$123.63 
SCHW Charles Schwab Corporation
-0.21%
-$94.6 
TOST Toast Inc.
-0.21%
-$0.26 
HUBB Hubbell Inc.
-0.2%
-$0.96 
NET Cloudflare Inc.
-0.18%
-$5.5 
BNDX Vanguard Total International Bond ETF
-0.18%
-$10,618.2 
CBOE Cboe Global Markets Inc.
-0.17%
-$1.43 
DFIP Dimensional Inflation-Protected Securities ETF
-0.13%
-$6.54 
TIP iShares TIPS Bond ETF
-0.12%
-$61.37 
NBIX Neurocrine Biosciences Inc.
-0.1%
-$0.36 
PFG Principal Financial Group, Inc.
-0.1%
-$0.57 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$280.05 
LMT Lockheed Martin Corporation
-0.1%
-$13.26 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$52.9 
GM General Motors Company
-0.09%
-$1.05 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$576.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$3.01 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$16,983.9 
ARES Ares Management Corporation
-0.04%
-$0.1 
VO Vanguard Mid-Cap ETF
-0.04%
-$51.46 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$202.6 
DFUV Dimensional US Marketwide Value ETF
-0.03%
-$2,433.7 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$1.25 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1058 | Longs Won 616/1058 58% | Profit Factor 15.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,034.24 |
| Average Win $37,223.55 | Best Trade (Jul 13) $5.7M | Sharpe Ratio -11.83 |
| Average Loss -$3,267.52 | Worst Trade (Jul 16) -$347,307.16 | Z-Score 7.64 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $20,307.62 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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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