BZ

Beth Zilka Portfolio

Invests via Baron Wealth Management LLC | Managed by Beth Zilka, Joseph Lasslett
Invests via Baron Wealth Management LLC
Managed by Beth Zilka, Joseph Lasslett
Automatically Tracked
Tracking: 0 Updated: 22 hours ago
Beth Zilka Profile

With a diverse background spanning technology and finance, Beth Zilka has made significant contributions as an innovative leader in the sector. Her career reflects a deep commitment to harnessing technological advancements for business growth, particularly within startups. Drawing from her extensive experience in product development and market strategy, she plays an integral role in shaping emerging companies towards sustainable success. Zilka's insights into venture capital landscapes further enhance her standing as a respected figure among investors seeking disruptive potential within the tech space. Her approach not only fuels entrepreneurship but also positions her at the forefront of industry evolution.

With a diverse background spanning technology and finance, Beth Zilka has made significant contributions as an innovative leader in the sector. Her career reflects a deep commitment to harnessing technological advancements for business growth, particularly within startups. Drawing from her extensive experience in product development and market strategy, she plays an integral role in shaping emerging companies towards sustainable success. Zilka's insights into venture capital landscapes further enhance her standing as a respected figure among investors seeking disruptive potential within the tech space. Her approach not only fuels entrepreneurship but also positions her at the forefront of industry evolution.

Investment Philosophy & Strategy

Innovation serves as a cornerstone for Beth Zilka, who embodies the spirit of entrepreneurship through her multifaceted expertise. By focusing on technology-driven startups, she champions ventures that leverage cutting-edge solutions to reshape industries. The emphasis on scalable business models allows her to identify transformative opportunities within competitive markets effectively. Strategic resource allocation and operational efficiency remain central to her decision-making process, driving growth in diverse sectors. Her unique combination of technical acumen and market insight positions her at the leading edge of startup dynamics, fostering sustainable development in tomorrow's industry leaders.

Innovation serves as a cornerstone for Beth Zilka, who embodies the spirit of entrepreneurship through her multifaceted expertise. By focusing on technology-driven startups, she champions ventures that leverage cutting-edge solutions to reshape industries. The emphasis on scalable business models allows her to identify transformative opportunities within competitive markets effectively. Strategic resource allocation and operational efficiency remain central to her decision-making process, driving growth in diverse sectors. Her unique combination of technical acumen and market insight positions her at the leading edge of startup dynamics, fostering sustainable development in tomorrow's industry leaders.

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:
26.81%
Gain 0%
Monthly
0.78%
Yearly
9.74%
Drawdown
15.85%
$354.94M
Equity
Holdings
$354.94M
Investment
$263.66M
$114.51M
Profit +$16,457.25
Realized
$22.48M
Unrealized
$92.04M
Dividends
$9.29M

Goals

Avg. 84.5% completed goals
Yearly
Gain > 5%
2026
69%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.001%
Profit
$16,457.25
Win %
74%
This Week
Compared To Last Week
Gain
0.01%
Profit
$16,457.25
Win %
74%
This Month
Compared to last month
Gain
-0.001%
Profit
-$3,424.83
Win %
74%
This Year
Compared to last year
Gain
3.44%
Profit
$13.57M
Win %
74%
Seneca Foods Corporation Class A logo
SENEA Seneca Foods Corporation Class A
+17.53%
+$42,326.86
Nordic American Tankers Ltd. logo
NAT Nordic American Tankers Ltd.
+7.96%
+$18,473.37
Rivian Automotive, Inc. logo
RIVN Rivian Automotive, Inc.
+7.85%
+$383,022.66
DHT Holdings Inc. logo
DHT DHT Holdings Inc.
+5.53%
+$13,570
Coeur Mining, Inc. logo
CDE Coeur Mining, Inc.
+4.88%
+$9,476
China Yuchai International Ltd logo
CYD China Yuchai International Ltd
+4.4%
+$12,417.34
Advanced Energy Industries Inc. logo
AEIS Advanced Energy Industries Inc.
+4.1%
+$40,205.69
Phinia Inc. logo
PHIN Phinia Inc.
+4.09%
+$14,679.7
Teekay Tankers Ltd logo
TNK Teekay Tankers Ltd
+4%
+$11,356.4
Teekay Corporation Ltd. logo
TK Teekay Corporation Ltd.
+3.79%
+$4,798.35
GE Vernova Inc. logo
GEV GE Vernova Inc.
+3.73%
+$12,904.47
Tidewater Inc. logo
TDW Tidewater Inc.
+3.62%
+$8,460.05
Deutsche Bank AG logo
DB Deutsche Bank AG
+3.42%
+$27,344.9
GUIDEWIRE SOFTWARE INC logo
GWRE GUIDEWIRE SOFTWARE INC
+3.41%
+$5,801.44
Centerra Gold Inc. logo
CGAU Centerra Gold Inc.
+3.33%
+$14,353.04
Western Union Co. logo
WU Western Union Co.
+3.14%
+$4,598.16
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
+3.09%
+$9,716.1
Affiliated Managers Group Inc. logo
AMG Affiliated Managers Group Inc.
+2.99%
+$7,810.12
Barclays PLC Sponsored ADR logo
BCS Barclays PLC Sponsored ADR
+2.91%
+$25,407.36
Kinross Gold Corporation logo
KGC Kinross Gold Corporation
+2.9%
+$15,327.36
CME Group Inc. logo
CME CME Group Inc.
+2.8%
+$6,791.41
Orla Mining Ltd. logo
ORLA Orla Mining Ltd.
+2.8%
+$3,619.2
Deluxe Corporation logo
DLX Deluxe Corporation
+2.77%
+$10,656.64
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+2.71%
+$9,143.99
Sprott Inc. logo
SII Sprott Inc.
+2.63%
+$6,186.4
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.62%
+$14,585.17
Cabot Corporation logo
CBT Cabot Corporation
+2.56%
+$14,097.03
AT&T Inc. logo
T AT&T Inc.
+2.52%
+$4,347.1
Banco Santander S.A. Sponsored ADR logo
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$28,890.76
Sterling Infrastructure, Inc. logo
STRL Sterling Infrastructure, Inc.
+2.44%
+$27,859.72
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.31%
+$44,536.86
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+2.29%
+$6,953.32
U.S. Bancorp logo
USB U.S. Bancorp
+2.27%
+$17,641.77
Vulcan Materials Company logo
VMC Vulcan Materials Company
+2.24%
+$5,193.56
PENN Entertainment, Inc. logo
PENN PENN Entertainment, Inc.
+2.22%
+$17,090.61
American Express Company logo
AXP American Express Company
+2.18%
+$6,922.21
NatWest Group plc Sponsored ADR logo
NWG NatWest Group plc Sponsored ADR
+2.16%
+$16,820.3
Stryker Corporation logo
SYK Stryker Corporation
+2.15%
+$9,229.92
Jabil Inc. logo
JBL Jabil Inc.
+2.1%
+$28,000.83
Reinsurance Group of America, Inc. logo
RGA Reinsurance Group of America, Inc.
+2.07%
+$4,637.23
First BanCorp Puerto Rico logo
FBP First BanCorp Puerto Rico
+2%
+$7,603.5
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.95%
+$4,624.3
Mueller Industries Inc. logo
MLI Mueller Industries Inc.
+1.92%
+$9,318.35
Celestica Inc. logo
CLS Celestica Inc.
+1.88%
+$10,548.79
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.82%
+$23,718.24
Tower Semiconductor Ltd. logo
TSEM Tower Semiconductor Ltd.
+1.77%
+$9,320.32
Vodafone Group Public Limited Company American Depositary Receipt logo
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.77%
+$13,633.92
Union Pacific Corporation logo
UNP Union Pacific Corporation
+1.65%
+$5,984.69
Ovintiv Inc. logo
OVV Ovintiv Inc.
+1.63%
+$4,791.36
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.61%
+$11,749.22
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+1.59%
+$5,810.64
Linde plc logo
LIN Linde plc
+1.58%
+$15,422.63
Devon Energy Corporation logo
DVN Devon Energy Corporation
+1.57%
+$3,398.5
Bank of America Corporation logo
BAC Bank of America Corporation
+1.56%
+$10,872.98
Graham Holdings Co. logo
GHC Graham Holdings Co.
+1.55%
+$3,737.78
Aegon N.V. logo
AEG Aegon N.V.
+1.52%
+$1,460.68
The Ensign Group, Inc. logo
ENSG The Ensign Group, Inc.
+1.52%
+$5,172.16
Tenaris S.A. logo
TS Tenaris S.A.
+1.52%
+$6,328.08
Corning Incorporated logo
GLW Corning Incorporated
+1.5%
+$5,286.75
Lloyds Banking Group Plc ADR logo
LYG Lloyds Banking Group Plc ADR
+1.48%
+$846.16
Magna International Inc. logo
MGA Magna International Inc.
+1.46%
+$8,007.36
Antero Midstream Corporation logo
AM Antero Midstream Corporation
+1.45%
+$2,923.61
Canadian Imperial Bank of Commerce logo
CM Canadian Imperial Bank of Commerce
+1.45%
+$5,896.8
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.44%
+$18,892.41
Rb Global Inc. logo
RBA Rb Global Inc.
+1.42%
+$5,365.03
ConocoPhillips logo
COP ConocoPhillips
+1.4%
+$4,247.64
Puma Biotechnology Inc. logo
PBYI Puma Biotechnology Inc.
+1.38%
+$3,827.8
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.37%
+$25,356.84
Paychex Inc. logo
PAYX Paychex Inc.
+1.37%
+$3,822.96
WaFd, Inc. logo
WAFD WaFd, Inc.
+1.37%
+$4,360
Moody's Corporation logo
MCO Moody's Corporation
+1.36%
+$7,115.4
Invesco S&P International Developed Momentum ETF logo
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$5,507.21
Cohen & Steers Inc. logo
CNS Cohen & Steers Inc.
+1.35%
+$5,016.13
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.35%
+$6,265.2
Popular Inc. logo
BPOP Popular Inc.
+1.35%
+$7,930.84
S&P Global Inc. logo
SPGI S&P Global Inc.
+1.35%
+$10,360.2
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.32%
+$10,268.24
Manulife Financial Corporation logo
MFC Manulife Financial Corporation
+1.31%
+$6,313.32
Rush Enterprises Inc. logo
RUSHA Rush Enterprises Inc.
+1.29%
+$2,714.51
Citigroup Inc. logo
C Citigroup Inc.
+1.27%
+$7,400.77
Red Rock Resorts Inc. logo
RRR Red Rock Resorts Inc.
+1.27%
+$12,417.22
Hub Group Inc. logo
HUBG Hub Group Inc.
+1.27%
+$3,308.9
ResMed Inc. logo
RMD ResMed Inc.
+1.24%
+$2,932.53
ZIM Integrated Shipping Services Ltd. logo
ZIM ZIM Integrated Shipping Services Ltd.
+1.24%
+$3,589.12
Fluor Corporation logo
FLR Fluor Corporation
+1.22%
+$3,023.16
Quad Graphics Inc. logo
QUAD Quad Graphics Inc.
+1.2%
+$1,967.94
Ubiquiti Inc. logo
UI Ubiquiti Inc.
+1.2%
+$5,442.69
Wabtec Corporation logo
WAB Wabtec Corporation
+1.19%
+$2,749.25
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.17%
+$3,799.49
Aflac Inc. logo
AFL Aflac Inc.
+1.16%
+$5,887.35
Telefonaktiebolaget LM Ericsson American Depositary Shares logo
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.15%
+$1,774.22
Tyler Technologies Inc. logo
TYL Tyler Technologies Inc.
+1.14%
+$6,101.74
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+1.11%
+$3,454.95
Entergy Corporation logo
ETR Entergy Corporation
+1.11%
+$3,728.32
Kennametal Inc. logo
KMT Kennametal Inc.
+1.1%
+$4,549.36
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+1.09%
+$2,484.3
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.07%
+$29,903.42
Putnam Focused Large Cap Value ETF logo
PVAL Putnam Focused Large Cap Value ETF
+1.06%
+$2,814.48
Visa Inc. Class A logo
V Visa Inc. Class A
+1.05%
+$13,353.41
BNY Mellon Dynamic Value ETF logo
BKDV BNY Mellon Dynamic Value ETF
+1.03%
+$9,381.99
Verisk Analytics Inc. logo
VRSK Verisk Analytics Inc.
+0.99%
+$4,541.4
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.97%
+$6,458.73
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$237,676.36
First Trust SMID Cap Rising Dividend Achievers ETF logo
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$75,172.4
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
+0.95%
+$2,207
Allstate Corporation logo
ALL Allstate Corporation
+0.94%
+$3,868.66
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.94%
+$9,159.54
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
+0.93%
+$8,942
Kroger Co. logo
KR Kroger Co.
+0.92%
+$2,331.09
Murphy Oil Corporation logo
MUR Murphy Oil Corporation
+0.91%
+$4,241.3
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,779.08
Enact Holdings, Inc. logo
ACT Enact Holdings, Inc.
+0.9%
+$1,994.25
Amphenol Corporation logo
APH Amphenol Corporation
+0.88%
+$3,138.26
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.87%
+$8,341.39
Markel Group Inc. logo
MKL Markel Group Inc.
+0.87%
+$2,208
Vanguard Russell 2000 ETF logo
VTWO Vanguard Russell 2000 ETF
+0.86%
+$2,349.26
Tenet Healthcare Corporation logo
THC Tenet Healthcare Corporation
+0.86%
+$1,661.35
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.86%
+$8,437.88
Banco Bilbao Vizcaya Argentaria, S.A. logo
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.82%
+$4,349.1
MSCI Inc. logo
MSCI MSCI Inc.
+0.81%
+$2,655.12
The Southern Company logo
SO The Southern Company
+0.78%
+$1,950.56
General Electric Company logo
GE General Electric Company
+0.76%
+$3,865.85
Chevron Corporation logo
CVX Chevron Corporation
+0.75%
+$3,655.37
Wesco International Inc. logo
WCC Wesco International Inc.
+0.74%
+$3,404.8
Starbucks Corporation logo
SBUX Starbucks Corporation
+0.74%
+$2,663.8
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.74%
+$6,044.65
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+0.73%
+$4,208.49
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.73%
+$1,637.44
Snap-on Inc. logo
SNA Snap-on Inc.
+0.73%
+$68,696.07
Travel + Leisure Co. logo
TNL Travel + Leisure Co.
+0.72%
+$2,625.09
ON Semiconductor Corporation logo
ON ON Semiconductor Corporation
+0.72%
+$5,155.96
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.71%
+$4,715.73
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.71%
+$7,546.26
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.69%
+$4,294.41
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.68%
+$2,870.45
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$7,933.59
Ecolab Inc. logo
ECL Ecolab Inc.
+0.68%
+$3,120.34
iShares Global Infrastructure ETF logo
IGF iShares Global Infrastructure ETF
+0.67%
+$3,290.85
Capital Group International Focus Equity ETF logo
CGXU Capital Group International Focus Equity ETF
+0.66%
+$1,823.44
Federated Hermes Inc. logo
FHI Federated Hermes Inc.
+0.66%
+$1,671.62
APA Corporation logo
APA APA Corporation
+0.65%
+$1,254.48
Embecta Corp. logo
EMBC Embecta Corp.
+0.65%
+$568.06
Morgan Stanley logo
MS Morgan Stanley
+0.65%
+$7,886.66
Duke Energy Corporation logo
DUK Duke Energy Corporation
+0.63%
+$2,769
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$10,710.44
CoStar Group, Inc. logo
CSGP CoStar Group, Inc.
+0.58%
+$1,192.63
iShares MSCI International Value Factor ETF logo
IVLU iShares MSCI International Value Factor ETF
+0.56%
+$3,182.88
American International Group Inc. logo
AIG American International Group Inc.
+0.56%
+$1,270.92
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.55%
+$1,427.42
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.55%
+$5,568.88
Selective Insurance Group Inc. logo
SIGI Selective Insurance Group Inc.
+0.54%
+$1,730.5
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.54%
+$33,839.11
Vanguard International High Dividend Yield Index Fund logo
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$1,990.98
Alphabet Inc logo
GOOGL Alphabet Inc
+0.53%
+$19,667.27
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$24,581.25
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
+0.53%
+$2,257.22
Vanguard S&P Mid-Cap 400 Growth ETF logo
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.51%
+$36,802.22
Garrett Motion Inc. logo
GTX Garrett Motion Inc.
+0.48%
+$4,371.84
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$283,552.23
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+0.46%
+$1,225.49
Nomura Holdings Inc. Sponsored ADR logo
NMR Nomura Holdings Inc. Sponsored ADR
+0.46%
+$668.08
The Hershey Company logo
HSY The Hershey Company
+0.45%
+$843.78
Alphabet Inc logo
GOOG Alphabet Inc
+0.45%
+$14,030.4
Walmart Inc. logo
WMT Walmart Inc.
+0.45%
+$6,610.69
CSX Corporation logo
CSX CSX Corporation
+0.42%
+$1,352.6
Buckle Inc. logo
BKE Buckle Inc.
+0.42%
+$1,519.45
Progressive Corporation logo
PGR Progressive Corporation
+0.42%
+$1,124.56
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$1,270.5
Fastenal Co. logo
FAST Fastenal Co.
+0.39%
+$3,610.98
Eversource Energy logo
ES Eversource Energy
+0.38%
+$788.32
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.38%
+$1,128.81
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.38%
+$1,085.94
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$14,242.5
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
+0.37%
+$799.22
Atkore Inc. logo
ATKR Atkore Inc.
+0.35%
+$1,037.96
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$12,376.08
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
+0.33%
+$921.76
Amgen Inc. logo
AMGN Amgen Inc.
+0.32%
+$2,536.53
Credicorp Ltd. logo
BAP Credicorp Ltd.
+0.32%
+$780.38
AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H logo
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$1,048.16
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$770.09
Rollins, Inc. logo
ROL Rollins, Inc.
+0.3%
+$1,147.59
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.28%
+$2,005.23
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.28%
+$3,437.62
Imperial Oil Limited logo
IMO Imperial Oil Limited
+0.27%
+$1,289.6
3M Company logo
MMM 3M Company
+0.26%
+$1,319
Fidelity Blue Chip Growth Fund logo
FBCG Fidelity Blue Chip Growth Fund
+0.25%
+$618.45
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.24%
+$1,651.16
Taboola.com Ltd. logo
TBLA Taboola.com Ltd.
+0.21%
+$116.04
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.18%
+$982.8
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.16%
+$7,323.84
W.W. Grainger, Inc. logo
GWW W.W. Grainger, Inc.
+0.14%
+$506.16
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+0.12%
+$2,023.49
Fidelity Enhanced Large Cap Growth ETF logo
FELG Fidelity Enhanced Large Cap Growth ETF
+0.12%
+$2,095.44
Verisign Inc. logo
VRSN Verisign Inc.
+0.11%
+$539.84
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.11%
+$246.33
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$3,501.11
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+0.09%
+$204.22
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+0.07%
+$411.9
Chubb Limited logo
CB Chubb Limited
+0.06%
+$428.86
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+0.04%
+$169.19
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund logo
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$142.96
Oracle Corporation logo
ORCL Oracle Corporation
+0.02%
+$42.47
McDonald's Corporation logo
MCD McDonald's Corporation
+0.01%
+$65.82
Commercial Metals Company logo
CMC Commercial Metals Company
+0.01%
+$38.2
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
+0.01%
+$19.03
logo
AZN
0%
$0
Bread Financial Holdings, Inc. logo
BFHIV Bread Financial Holdings, Inc.
0%
$0
Baytex Energy Corp. logo
BTEGF Baytex Energy Corp.
0%
$0
EIDP, Inc. logo
CTA-PA EIDP, Inc.
0%
$0
Enerflex, Ltd. logo
ENRFF Enerflex, Ltd.
0%
$0
Franklin International Core Dividend Tilt Index ETF logo
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0
logo
JCI
0%
$0
logo
MFSI
0%
$0
Sun Country Airlines Holdings, Inc. logo
SNCY Sun Country Airlines Holdings, Inc.
0%
$0
Perdoceo Education Corporation logo
PRDO Perdoceo Education Corporation
-3.6%
-$8,534.39
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-3.47%
-$14,886.94
Cintas Corporation logo
CTAS Cintas Corporation
-3.08%
-$12,045.6
Grand Canyon Education Inc. logo
LOPE Grand Canyon Education Inc.
-2.97%
-$10,670.64
Sony Group Corporation - Sponsored American Depositary Receipt logo
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$6,109.48
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$25,127.01
Zoetis Inc. logo
ZTS Zoetis Inc.
-2.25%
-$6,886.29
Heico Corporation logo
HEI Heico Corporation
-2.24%
-$16,110.39
Shopify Inc. logo
SHOP Shopify Inc.
-2.02%
-$4,359.65
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$11,749.09
Five Below, Inc. logo
FIVE Five Below, Inc.
-1.72%
-$33,832.46
Abbott Laboratories logo
ABT Abbott Laboratories
-1.64%
-$4,335.03
Signet Jewelers Ltd. logo
SIG Signet Jewelers Ltd.
-1.64%
-$4,344
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
-1.63%
-$4,854.44
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$255,825
Bk Technologies Corp logo
BKTI Bk Technologies Corp
-1.44%
-$3,430.64
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-1.43%
-$23,899.78
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.42%
-$7,322.21
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-1.4%
-$5,882.34
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,740
Hooker Furnishings Corporation logo
HOFT Hooker Furnishings Corporation
-1.29%
-$3,319.2
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$7,918.15
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
-1.24%
-$3,770.78
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.23%
-$44,482.73
Boeing Company logo
BA Boeing Company
-1.16%
-$3,253.38
Netflix, Inc. logo
NFLX Netflix, Inc.
-1.14%
-$10,986.09
International Business Machines Corporation logo
IBM International Business Machines Corporation
-0.95%
-$3,844.56
Lennox International Inc. logo
LII Lennox International Inc.
-0.94%
-$3,079.29
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.91%
-$20,212.52
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-0.9%
-$4,620.25
Saia, Inc. logo
SAIA Saia, Inc.
-0.88%
-$3,958.3
Emergent BioSolutions Inc. logo
EBS Emergent BioSolutions Inc.
-0.83%
-$1,058.4
Old Dominion Freight Line, Inc. logo
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$6,243.03
Dillard's Inc. logo
DDS Dillard's Inc.
-0.69%
-$2,899.34
PulteGroup Inc. logo
PHM PulteGroup Inc.
-0.67%
-$2,656
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.6%
-$8,615.48
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
-0.55%
-$920.92
W.R. Berkley Corporation 4.125% logo
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$497.6
Dover Corporation logo
DOV Dover Corporation
-0.5%
-$1,254.01
JOYY Inc. American Depositary Shares logo
JOYY JOYY Inc. American Depositary Shares
-0.5%
-$2,792.08
West Pharmaceutical Services, Inc. logo
WST West Pharmaceutical Services, Inc.
-0.46%
-$1,754.07
BorgWarner Inc. logo
BWA BorgWarner Inc.
-0.45%
-$9,046.38
InnovAge Holding Corp. logo
INNV InnovAge Holding Corp.
-0.44%
-$518.36
Halliburton Company logo
HAL Halliburton Company
-0.4%
-$852.32
McKesson Corporation logo
MCK McKesson Corporation
-0.4%
-$1,714.45
Danaher Corporation logo
DHR Danaher Corporation
-0.38%
-$1,834.66
RTX Corporation logo
RTX RTX Corporation
-0.37%
-$2,212.75
Salesforce Inc logo
CRM Salesforce Inc
-0.34%
-$1,438.08
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
-0.34%
-$1,678.03
Suncor Energy Inc. logo
SU Suncor Energy Inc.
-0.32%
-$2,327.2
Alcoa Corporation logo
AA Alcoa Corporation
-0.3%
-$1,896.09
The Walt Disney Company logo
DIS The Walt Disney Company
-0.3%
-$691.8
InMode Ltd. logo
INMD InMode Ltd.
-0.3%
-$765
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.26%
-$2,924.67
Ford Motor Company 6.500% Notes logo
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$2,945.8
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.22%
-$2,388.4
Shell plc logo
SHEL Shell plc
-0.22%
-$903.26
Installed Building Products Inc. logo
IBP Installed Building Products Inc.
-0.2%
-$468.63
Medtronic plc logo
MDT Medtronic plc
-0.16%
-$312.13
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.12%
-$1,219.77
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-0.12%
-$1,270.36
Toll Brothers Inc logo
TOL Toll Brothers Inc
-0.07%
-$206.8
Korn Ferry logo
KFY Korn Ferry
-0.06%
-$129.28
Nexstar Media Group Inc. logo
NXST Nexstar Media Group Inc.
-0.01%
-$39.72
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Dividends

Dividend Analysis

Yearly
$
Trades
2443
Longs Won
1638/2443 67%
Profit Factor
10.13
Profitability
Shorts Won
0/0 0%
Standard Deviation
$444,345.4
Average Win
$70,791.97
Best Trade
(Jun 14) $18.81M
Sharpe Ratio
-7.56
Average Loss
-$14,223.8
Worst Trade
(Jun 14) -$1.25M
Z-Score
13.33 (100%)
Commissions
$0
Avg. Trade Length
1y 4m 1d
Expectancy
$46,873.24
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 25,000 22,500 20,000 17,500 15,000 12,500 10,000 7,500 5,000 2,500
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV