Jefferson H. West Portfolio
Invests via Legacy Investment Solutions LLC | Managed by Jefferson H. West
Invests via Legacy Investment Solutions LLC
Managed by Jefferson H. West
Automatically Tracked
Seasoned investment executive with multi-decade experience in corporate finance, M&A and capital markets, focused on middle-market transactions and operational value creation. Jefferson H. West leads deal sourcing, portfolio oversight and capital-raising efforts across growth equity and buyout strategies, with a practical emphasis on scaling revenue and margin expansion. Market-facing strengths include board-level governance, strategic repositioning and investor relations; typically active in industrials, tech-enabled services and real assets.
Seasoned investment executive with multi-decade experience in corporate finance, M&A and capital markets, focused on middle-market transactions and operational value creation. Jefferson H. West leads deal sourcing, portfolio oversight and capital-raising efforts across growth equity and buyout strategies, with a practical emphasis on scaling revenue and margin expansion. Market-facing strengths include board-level governance, strategic repositioning and investor relations; typically active in industrials, tech-enabled services and real assets.
Investment Philosophy & Strategy
Prioritizes buy-and-build growth equity and control buyouts in middle-market companies, seeking operationally rescuable platforms where revenue scaling and margin expansion are achievable. Emphasizes disciplined valuation, hands-on governance and KPI-driven portfolio oversight, with three-to-seven year time horizons and staged capital deployment tied to operational milestones. Sector tilt toward industrials, tech-enabled services and real assets, leveraging board-level restructuring and capital-marketing capabilities to de-risk exits.
Prioritizes buy-and-build growth equity and control buyouts in middle-market companies, seeking operationally rescuable platforms where revenue scaling and margin expansion are achievable. Emphasizes disciplined valuation, hands-on governance and KPI-driven portfolio oversight, with three-to-seven year time horizons and staged capital deployment tied to operational milestones. Sector tilt toward industrials, tech-enabled services and real assets, leveraging board-level restructuring and capital-marketing capabilities to de-risk exits.
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:
-14.78%
Gain +0.07%
Monthly
-0.69%
Yearly
-7.98%
Drawdown
41.33%
$129.44M
Equity
Holdings
$129.44M
Investment
$155.46M
-$26.16M
Profit +$129,577.22
Realized
-$141,670.81
Unrealized
-$26.02M
Dividends
$18.19M
Goals
Avg. 24% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$129,577.22
Win %
69%
This Week
Compared To Last Week
Gain
0.46%
Profit
$594,030.31
Win %
69%
This Month
Compared to last month
Gain
-0.04%
Profit
-$47,120.18
Win %
69%
This Year
Compared to last year
Gain
-10.49%
Profit
-$15.16M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$148,649.56 
PRPL Purple Innovation Inc.
+11.42%
+$951.25 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$659.1 
ETN Eaton Corporation plc
+7.32%
+$7,049.19 
BTE Baytex Energy Corp
+7.04%
+$360.6 
GOOG Alphabet Inc
+6.88%
+$20,810.82 
GOOGL Alphabet Inc
+6.73%
+$19,863.48 
VRT Vertiv Holdings Co
+6.18%
+$14.07 
OBE Obsidian Energy Ltd.
+5.62%
+$124.83 
ANET Arista Networks, Inc.
+5.46%
+$1,259.55 
FTNT Fortinet Inc.
+4.99%
+$123.2 
BENF Beneficient Group L.P.
+4.92%
+$45 
COOK Traeger Inc.
+4.43%
+$5.44 
SNPS Synopsys, Inc.
+4.41%
+$640.77 
CRK Comstock Resources Inc.
+4.41%
+$576.8 
FTAI FTAI Aviation Ltd.
+4.3%
+$170 
ZM Zoom Video Communications, Inc.
+4.06%
+$75 
VVX V2X Inc.
+4.02%
+$349 
WYY WidePoint Corporation
+3.67%
+$36 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+3.62%
+$26.01 
S SentinelOne Inc.
+3.59%
+$3.96 
MDB MongoDB Inc.
+3.56%
+$116 
CNX CNX Resources Corporation
+3.44%
+$39.27 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$10.35 
AUR Aurora Innovation, Inc.
+3.37%
+$78.75 
TT Trane Technologies plc
+3.33%
+$9,212.77 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$103.6 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$48.58 
META Meta Platforms Inc Class A
+3.28%
+$2,793.44 
MTDR Matador Resources Company
+3.27%
+$66.36 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$9.96 
SXI Standex International Corporation
+3.22%
+$129.5 
ONTO Onto Innovation Inc.
+3.22%
+$201.5 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$1,436.16 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$586.56 
FUBO FuboTV Inc.
+3.03%
+$52.61 
MSFT Microsoft Corp.
+3.02%
+$14,232.89 
NVDA NVIDIA Corporation
+2.93%
+$29,988.96 
SM SM Energy Company
+2.81%
+$2,937 
P Everpure Inc.
+2.81%
+$211 
TW Tradeweb Markets Inc.
+2.76%
+$132.3 
VIST Vista Energy, S.A.B. de C.V.
+2.74%
+$244.4 
APA APA Corporation
+2.73%
+$4,399.56 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$19.72 
LYB LyondellBasell Industries N.V.
+2.71%
+$62.32 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$26.1 
CRGY Crescent Energy Inc.
+2.69%
+$4,803.9 
GUSH Direxion Daily S&P Oil & Gas Exploration & Production Bull 2X Shares
+2.66%
+$8.32 
QIS Simplify Multi-QIS Alternative ETF
+2.58%
+$4,796.86 
OPCH Option Care Health Inc.
+2.54%
+$13.11 
SMCI Super Micro Computer Inc
+2.42%
+$201 
AR Antero Resources Corporation
+2.38%
+$214.2 
CVX Chevron Corporation
+2.35%
+$185.32 
MRVL Marvell Technology, Inc.
+2.32%
+$426 
HFRO Highland Opportunities and Income Fund
+2.31%
+$895.9 
BP BP p.l.c. Sponsored ADR
+2.26%
+$4,972 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$1,589.54 
EOG EOG Resources, Inc.
+2.19%
+$546.96 
DVN Devon Energy Corporation
+2.17%
+$1,992 
CDNS Cadence Design Systems, Inc.
+2.16%
+$259.2 
CSCO Cisco Systems, Inc.
+2.14%
+$972 
JBL Jabil Inc.
+2.12%
+$143.66 
TQQQ ProShares UltraPro QQQ
+2.08%
+$3,313.2 
BEN Franklin Resources Inc.
+2.08%
+$226.32 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$14,845.64 
OXY Occidental Petroleum Corporation
+2%
+$588 
NMIH NMI Holdings Inc.
+1.98%
+$16.34 
UPRO ProShares UltraPro S&P500
+1.97%
+$1,896.99 
OKE ONEOK, Inc.
+1.95%
+$1,296.3 
CHDN Churchill Downs Incorporated
+1.95%
+$11.27 
HAL Halliburton Company
+1.93%
+$3.05 
FCG First Trust Natural Gas ETF
+1.91%
+$27.5 
PANW Palo Alto Networks, Inc.
+1.89%
+$485.85 
IONQ IonQ, Inc.
+1.87%
+$4.69 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$736 
CRM Salesforce Inc
+1.83%
+$258.18 
PCOR Procore Technologies Inc.
+1.82%
+$33.32 
ZBRA Zebra Technologies Corporation
+1.82%
+$10.5 
ORCL Oracle Corporation
+1.81%
+$1,138.83 
HWM Howmet Aerospace Inc.
+1.8%
+$14.94 
ARW Arrow Electronics Inc.
+1.75%
+$11.16 
HCA HCA Healthcare Inc.
+1.72%
+$1,122 
CINF Cincinnati Financial Corporation
+1.69%
+$404.15 
FLEX Flex Ltd.
+1.64%
+$36.8 
SHEL Shell plc
+1.62%
+$48.51 
RMBS Rambus Inc.
+1.62%
+$47.85 
ACN Accenture plc Class A
+1.61%
+$21.04 
FANG Diamondback Energy Inc
+1.59%
+$190.8 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$9,942.41 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$167.66 
NNOX Nano-X Imaging Ltd.
+1.55%
+$0.45 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$10,154.41 
HPQ HP Inc.
+1.53%
+$214.43 
VZ Verizon Communications Inc.
+1.52%
+$592.2 
SPUU Direxion Daily S&P 500 Bull 2X Shares
+1.52%
+$1,542.4 
LMT Lockheed Martin Corporation
+1.5%
+$241.64 
RRC Range Resources Corporation
+1.49%
+$338.07 
NOG Northern Oil and Gas Inc.
+1.49%
+$231.26 
PR Permian Resources Corporation
+1.48%
+$2,910.9 
SVXY ProShares Short VIX Short-Term Futures ETF
+1.47%
+$7,408.81 
PH Parker-Hannifin Corporation
+1.43%
+$3,462.49 
PWR Quanta Services Inc.
+1.43%
+$928.62 
KRP Kimbell Royalty Partners, LP
+1.42%
+$849.03 
GE General Electric Company
+1.42%
+$206.23 
SLB Schlumberger Limited
+1.39%
+$130.56 
KLAC KLA Corporation
+1.38%
+$846.6 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$47.31 
OVV Ovintiv Inc.
+1.36%
+$51.24 
SSO ProShares Ultra S&P500
+1.35%
+$30,865.27 
NXDT NexPoint Diversified Real Estate Trust
+1.34%
+$4,920.24 
BCC Boise Cascade Company
+1.33%
+$29 
CAH Cardinal Health Inc.
+1.3%
+$112.48 
VSH Vishay Intertechnology Inc.
+1.27%
+$9.46 
RS Reliance Inc.
+1.27%
+$35.56 
FTV Fortive Corporation
+1.25%
+$5.84 
CMCSA Comcast Corp
+1.23%
+$14.54 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$2.82 
AI C3.ai Inc.
+1.21%
+$0.22 
QLD ProShares Ultra QQQ
+1.2%
+$32,131.44 
WFC Wells Fargo & Company
+1.19%
+$36.72 
AMAT Applied Materials, Inc.
+1.18%
+$106.2 
SVOL Simplify Volatility Premium ETF
+1.15%
+$29,374.74 
SANM Sanmina Corporation
+1.13%
+$101.92 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,619.5 
VUG Vanguard Growth ETF
+1.1%
+$842.58 
VEEV Veeva Systems Inc.
+1.1%
+$244.2 
EQT EQT Corporation
+1.1%
+$183.28 
NOW ServiceNow, Inc.
+1.05%
+$29 
NVGS Navigator Holdings Ltd.
+1.04%
+$4.6 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$23.29 
LAZ Lazard Ltd.
+1.02%
+$83.85 
CW Curtiss-Wright Corporation
+1.02%
+$44.04 
ADBE Adobe Inc.
+1.01%
+$120.48 
CNM Core & Main Inc.
+1.01%
+$17.6 
SPXV ProShares S&P 500 Ex-Health Care ETF
+1.01%
+$89.98 
XLE Energy Select Sector SPDR Fund
+1%
+$197.06 
QUBT Quantum Computing Inc.
+1%
+$0.64 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$4.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$232.4 
ARHS Arhaus, Inc.
+0.95%
+$4.9 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$4.3 
UNP Union Pacific Corporation
+0.92%
+$267 
NSIT Insight Enterprises Inc.
+0.91%
+$3.48 
DUOL Duolingo, Inc.
+0.91%
+$5,444.95 
WMB The Williams Companies, Inc.
+0.89%
+$348.39 
ACM Aecom
+0.88%
+$31.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$243.72 
IWL iShares Russell Top 200 ETF
+0.87%
+$88 
PCTY Paylocity Holding Corporation
+0.87%
+$1.18 
IBM International Business Machines Corporation
+0.86%
+$280.77 
CION Cion Investment Corporation
+0.85%
+$385.55 
GEV GE Vernova Inc.
+0.85%
+$49.86 
NIO Nio Inc.
+0.83%
+$6 
MCD McDonald's Corporation
+0.82%
+$187 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$39.15 
CALM Cal-Maine Foods Inc.
+0.8%
+$25.2 
EMR Emerson Electric Co.
+0.79%
+$42.48 
ECC Eagle Point Credit Company Inc.
+0.78%
+$15,243.27 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$44.07 
TSLA Tesla, Inc.
+0.76%
+$2,718.7 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,655.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$925.68 
LPX Louisiana-Pacific Corporation
+0.72%
+$1.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$998.59 
VOO Vanguard S&P 500 ETF
+0.71%
+$466.56 
IDA Idacorp Inc.
+0.71%
+$245.43 
CAT Caterpillar Inc.
+0.7%
+$334.53 
ROP Roper Technologies Inc.
+0.7%
+$100.64 
BMY Bristol-Myers Squibb Company
+0.69%
+$13.5 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$970 
IVV iShares Core S&P 500 ETF
+0.69%
+$9,344 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$430.11 
QPX AdvisorShares Q Dynamic Growth ETF
+0.67%
+$6,072.81 
QTUM Defiance Quantum ETF
+0.67%
+$3.76 
ITEQ Amplify BlueStar Israel Technology ETF
+0.66%
+$389.78 
MJ Amplify Alternative Harvest ETF
+0.66%
+$3.45 
PLTR Palantir Technologies Inc.
+0.65%
+$745.6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2.76 
BLDR Builders FirstSource, Inc.
+0.65%
+$25.37 
CGGR Capital Group Growth ETF
+0.65%
+$4.06 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$8.36 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$9,804.92 
IWB iShares Russell 1000 ETF
+0.64%
+$598.56 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.63%
+$266.7 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$30.24 
HEI Heico Corporation
+0.62%
+$32.85 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$53.62 
BROS Dutch Bros Inc.
+0.61%
+$32 
RGTI Rigetti Computing Inc
+0.61%
+$12.06 
TER Teradyne, Inc.
+0.6%
+$22 
ET Energy Transfer L.P.
+0.59%
+$48 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$7.31 
DFIN Donnelley Financial Solutions Inc.
+0.57%
+$2.7 
MO Altria Group, Inc.
+0.57%
+$206.7 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$4.28 
CAIE Calamos Autocallable Income ETF
+0.56%
+$1.2 
QBTS D-Wave Quantum Inc.
+0.56%
+$1.2 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$8.91 
TFII TFI International Inc.
+0.54%
+$25.55 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$545.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,883.12 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$11.44 
STX Seagate Technology Holdings plc
+0.52%
+$333.75 
GM General Motors Company
+0.52%
+$20.7 
RNR Renaissancere Holdings Ltd.
+0.51%
+$11.34 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$16.5 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$4,243.68 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.5%
+$411.84 
IDCC InterDigital, Inc.
+0.49%
+$6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$7,043.89 
EIPX FT Energy Income Partners Strategy ETF
+0.49%
+$2,571.29 
AXON Axon Enterprise, Inc.
+0.47%
+$7.38 
OHI Omega Healthcare Investors Inc.
+0.46%
+$2.53 
IWD iShares Russell 1000 Value ETF
+0.44%
+$38.85 
EBAY eBay Inc.
+0.43%
+$10.78 
ENPH Enphase Energy, Inc.
+0.43%
+$0.16 
CSX CSX Corporation
+0.42%
+$100.17 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$11,428.32 
NREF NexPoint Real Estate Finance Inc.
+0.41%
+$124.18 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$10,249.2 
PFE Pfizer Inc.
+0.4%
+$30.5 
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032
+0.4%
+$55.6 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$140.42 
RTX RTX Corporation
+0.39%
+$89.88 
VLO Valero Energy Corporation
+0.38%
+$110.67 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$241.5 
AVGO Broadcom Inc.
+0.37%
+$734.4 
PG Procter & Gamble Co
+0.37%
+$53.53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$522.66 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$6,297.26 
TDG TransDigm Group Inc.
+0.36%
+$17.88 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$8.06 
BAC Bank of America Corporation
+0.36%
+$8.58 
FLNG Flex LNG Ltd.
+0.35%
+$931.7 
ZION Zions Bancorporation, National Association
+0.35%
+$4.32 
SNA Snap-on Inc.
+0.33%
+$2.72 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$206.72 
RF Regions Financial Corporation
+0.32%
+$160.5 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$173.94 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
+0.32%
+$574.32 
MRK Merck & Co., Inc.
+0.32%
+$6.56 
FTGS First Trust Growth Strength ETF
+0.31%
+$4,992 
ENVA Enova International Inc.
+0.31%
+$14.22 
JXN Jackson Financial Inc.
+0.31%
+$33.44 
HIGH Simplify Enhanced Income ETF
+0.3%
+$11,814.53 
KD Kyndryl Holdings Inc.
+0.3%
+$0.4 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$240.26 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$9,055.05 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$82.82 
JPM JPMorgan Chase & Co.
+0.27%
+$372.24 
BKF iShares MSCI BIC ETF
+0.27%
+$1.65 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$11.4 
SYM Symbotic Inc. Class A
+0.26%
+$0.33 
SEI Solaris Energy Infrastructure Inc.
+0.25%
+$5.72 
FCEF First Trust Income Opportunities ETF
+0.24%
+$0.93 
TWST Twist Bioscience Corporation
+0.24%
+$11.22 
NRG NRG Energy, Inc.
+0.24%
+$2.56 
FCPT Four Corners Property Trust Inc.
+0.23%
+$2.7 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.23%
+$4,801.76 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$15.2 
CME CME Group Inc.
+0.21%
+$21.09 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$26.66 
JNJ Johnson & Johnson
+0.21%
+$4.24 
ADI Analog Devices, Inc.
+0.2%
+$37 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$9 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$335.14 
OGE Oge Energy Corp.
+0.19%
+$1.98 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$87.2 
INTU Intuit Inc.
+0.18%
+$61.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2.22 
USB U.S. Bancorp
+0.17%
+$97.02 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$149.1 
T AT&T Inc.
+0.17%
+$43.68 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$1,376.15 
MS Morgan Stanley
+0.17%
+$1.44 
RDY Dr. Reddy's Laboratories Ltd.
+0.17%
+$0.3 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.16%
+$5.6 
VICI Vici Properties Inc.
+0.15%
+$1.52 
CB Chubb Limited
+0.15%
+$4.77 
CCL Carnival Corporation Ltd.
+0.14%
+$4 
DTE DTE Energy Company
+0.12%
+$45.05 
MMM 3M Company
+0.12%
+$0.63 
FTSL First Trust Senior Loan ETF
+0.11%
+$1,793.5 
BDX Becton, Dickinson and Company
+0.1%
+$10.81 
ISRG Intuitive Surgical, Inc.
+0.1%
+$4.68 
C Citigroup Inc.
+0.1%
+$58.37 
NUE Nucor Corporation
+0.1%
+$4.5 
FSK FS KKR Capital Corp.
+0.1%
+$1,684.07 
AFL Aflac Inc.
+0.09%
+$2.76 
RAVI FlexShares Ultra-Short Income Fund
+0.09%
+$94.01 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2.16 
WMT Walmart Inc.
+0.09%
+$50.5 
ABT Abbott Laboratories
+0.09%
+$6.93 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$573.06 
SNOV FT Vest US Small Cap Moderate Fund
+0.09%
+$1.2 
EPI WisdomTree India Earnings Fund
+0.07%
+$1.14 
DAX Global X DAX Germany ETF
+0.07%
+$2.1 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$1.38 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.06%
+$889.71 
OC Owens Corning
+0.06%
+$0.48 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$6.79 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$56.92 
HDV iShares Core High Dividend ETF
+0.04%
+$27.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,515.47 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$6.72 
DIS The Walt Disney Company
+0.03%
+$12.84 
KCE SPDR S&P Capital Markets ETF
+0.03%
+$3.85 
SHV iShares Short Treasury Bond ETF
+0.03%
+$265.89 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$1.01 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$0.58 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$0.02 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$457.24 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$67.72 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$29.11 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$0.21 
ALE Allete Inc.
0%
$0 
CCRN Cross Country Healthcare Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DNA Ginkgo Bioworks Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
IRBT iRobot Corporation
0%
$0 
MYMD MyMD Pharmaceuticals, Inc.
0%
$0 
PFX PhenixFIN Corporation
0%
$0 
SAVA Cassava Sciences Inc.
0%
$0 
TGNA Tegna Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
SLAI SOLAI Limited Depositary Receipt
0%
$0 BAM
BAM
0%
$0 CEP
CEP
0%
$0 KALA
KALA
0%
$0 CPSL
CPSL
0%
$0 9814
98149E307
0%
$0 0925
09259E111
0%
$0 1085
108581108
0%
$0 CBOA
CBOA
0%
$0 QMFE
QMFE
0%
$0 4609
46090E107
0%
$0 MTA
MTA
0%
$0 UL
UL
0%
$0 MSTY
MSTY
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$896.88 
OLN Olin Corporation
-16.51%
-$32.94 
MKZR Mackenzie Realty Capital Inc.
-13.45%
-$2,005.86 
MYSE Myseum, Inc.
-11.71%
-$11.2 
COIN Coinbase Global, Inc.
-10.59%
-$450.32 
GDXU MicroSectors Gold Miners 3X Leveraged Exchange-Traded Notes
-10.43%
-$87.3 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$261.8 
RIVN Rivian Automotive, Inc.
-9.57%
-$77.28 
FMC FMC Corporation
-9.47%
-$16.8 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$493.77 
BTBT Bit Digital, Inc.
-7.75%
-$11 
AAPL Apple Inc.
-7.35%
-$112,277.08 
NXT Nextracker Inc.
-7.25%
-$21.09 
BTCT BTC Digital Ltd.
-7.14%
-$0.68 
FIP FTAI Infrastructure Inc.
-6.75%
-$8,934.57 
PPC Pilgrim's Pride Corporation
-6.75%
-$15.84 
NXPI NXP Semiconductors N.V.
-6.53%
-$3,136 
TROW T. Rowe Price Group, Inc.
-6.31%
-$414.15 
CLS Celestica Inc.
-6%
-$10,448.1 
LIN Linde plc
-5.95%
-$242.08 
MU Micron Technology, Inc.
-5.9%
-$5,885.81 
BITX 2X BITCOIN STRATEGY ETF
-5.89%
-$9.49 
ETHU 2X Ether ETF
-5.8%
-$96,732.48 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-5.49%
-$76.12 
IP International Paper Company
-5.38%
-$1,118.24 
CLSK CleanSpark, Inc.
-5.37%
-$19.5 
STEX BioSig Technologies, Inc.
-5.21%
-$266,708.61 
LYV Live Nation Entertainment, Inc.
-5.14%
-$28.29 
EQX Equinox Gold Corp.
-4.89%
-$828 
MSTR Strategy Inc.
-4.56%
-$30,377.06 
TSN Tyson Foods Inc.
-4.43%
-$21.52 
SIRI Sirius XM Holdings Inc.
-4.36%
-$94.5 
SPOT Spotify Technology S.A.
-4.34%
-$362.72 
SHOP Shopify Inc.
-4.29%
-$84 
AG First Majestic Silver Corp
-4.21%
-$132 
TITN Titan Machinery Inc.
-4.17%
-$8.14 
ARQT Arcutis Biotherapeutics Inc.
-4.04%
-$406.8 
WPM Wheaton Precious Metals Corp.
-3.84%
-$522 
NEO NeoGenomics Inc.
-3.71%
-$147.5 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$857.75 
AEM Agnico Eagle Mines Limited
-3.63%
-$21.92 
GDX VanEck Gold Miners ETF
-3.49%
-$804 
NEOVW Neovolta Inc. Warrant
-3.48%
-$154,979.42 
MHO M/I Homes Inc.
-3.44%
-$374.4 
GROY Gold Royalty Corp
-3.35%
-$126 
CORT Corcept Therapeutics Incorporated
-3.24%
-$65.11 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$822.28 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$717.1 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$704.53 
CI The Cigna Group
-2.99%
-$206.64 
EZET Franklin Ethereum ETF
-2.98%
-$32.62 
IBIT iShares Bitcoin Trust
-2.89%
-$1,052.58 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$20.5 
EETH ProShares Ether ETF
-2.86%
-$37.52 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$3,044.47 
BITO ProShares Bitcoin ETF
-2.85%
-$127,678 
SGDM Sprott Gold Miners ETF
-2.85%
-$832.6 
ETH Ethan Allen Interiors Inc
-2.84%
-$84.76 
INCY Incyte Corporation
-2.82%
-$41.64 
DECK Deckers Outdoor Corporation
-2.82%
-$160.17 
TGTX TG Therapeutics, Inc.
-2.8%
-$405 
COOP Mr. Cooper Group Inc.
-2.77%
-$18 
TOL Toll Brothers Inc
-2.76%
-$20.7 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$13.44 
LUMN Lumen Technologies Inc.
-2.74%
-$769.5 
OSG Octave Specialty Group, Inc.
-2.7%
-$3.75 
WGMI Valkyrie Bitcoin Miners ETF
-2.67%
-$33.84 
ASMG Leverage Shares 2x Long ASML Daily ETF
-2.63%
-$284.36 
QCOM QUALCOMM Incorporated
-2.63%
-$558.6 
ON ON Semiconductor Corporation
-2.54%
-$132.06 
CRCL Circle Internet Group, Inc.
-2.54%
-$1.63 
ABBV AbbVie Inc.
-2.51%
-$375.26 
KBH KB Home
-2.45%
-$102.12 
CSGP CoStar Group, Inc.
-2.38%
-$2.1 
LTBR Lightbridge Corporation
-2.37%
-$40 
XLB Materials Select Sector SPDR Fund
-2.34%
-$55.66 
AMPH Amphastar Pharmaceuticals Inc.
-2.16%
-$4.4 
BA Boeing Company
-2.15%
-$875.84 
SUPN Supernus Pharmaceuticals Inc.
-2.15%
-$7.84 
SLV iShares Silver Trust
-2.13%
-$45.6 
CCJ Cameco Corporation
-2.1%
-$11.1 
APLD Applied Digital Corporation
-2.07%
-$145 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$60.75 
PRDO Perdoceo Education Corporation
-2%
-$92.3 
WSM Williams-Sonoma, Inc.
-2%
-$37.28 
NFLX Netflix, Inc.
-2%
-$335.8 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$135.49 
SPXU ProShares UltraPro Short S&P 500 Fund
-1.95%
-$5.55 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,742.21 
LW Lamb Weston Holdings, Inc.
-1.87%
-$3 
GIS General Mills, Inc.
-1.84%
-$10.72 
GMED Globus Medical Inc.
-1.83%
-$32.34 
BBY Best Buy Co., Inc.
-1.78%
-$151.32 
APD Air Products and Chemicals, Inc.
-1.77%
-$265.5 
PHM PulteGroup Inc.
-1.76%
-$27.24 
DNP DNP Select Income Fund Inc.
-1.74%
-$44.27 
STLA Stellantis N.V.
-1.71%
-$24.1 
DHI D.R. Horton, Inc.
-1.7%
-$14.82 
NVST Envista Holdings Corporation
-1.69%
-$4.7 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,591.57 
LEN Lennar Corporation
-1.67%
-$54.6 
POST Post Holdings Inc.
-1.67%
-$31 
HYLN Hyliion Holdings Corp.
-1.66%
-$11.4 
DRI Darden Restaurants, Inc.
-1.64%
-$318.66 
USG USCF Gold Strategy Plus Income Fund
-1.63%
-$58,063.26 
SNOW Snowflake Inc.
-1.62%
-$4.82 
PHYS Sprott Physical Gold Trust
-1.61%
-$706.5 
NLY Annaly Capital Management, Inc.
-1.56%
-$180 
UTHR United Therapeutics Corporation
-1.54%
-$210.86 
TDUP ThredUp Inc.
-1.53%
-$5.4 
OUNZ VanEck Merk Gold Trust
-1.52%
-$660 
WHR Whirlpool Corporation
-1.5%
-$31.92 
GLD SPDR Gold Shares
-1.49%
-$1,067.8 
IAU iShares Gold Trust
-1.46%
-$22.6 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$0.59 
NVS Novartis AG Sponsored ADR
-1.45%
-$561.05 
UEC Uranium Energy Corp.
-1.44%
-$48.3 
NI NiSource Inc.
-1.42%
-$827.52 
DEA Easterly Government Properties, Inc.
-1.42%
-$7,330.4 
LUV Southwest Airlines Co.
-1.38%
-$137.97 
NKE Nike, Inc. - Class B
-1.37%
-$22.04 
CIVI Civitas Resources Inc.
-1.37%
-$727.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,974.71 
MUSA Murphy USA Inc.
-1.35%
-$16.68 
PPG PPG Industries Inc.
-1.35%
-$1.51 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-1.35%
-$64.38 
MTG MGIC Investment Corporation
-1.35%
-$140.63 
SEDG SolarEdge Technologies Inc.
-1.34%
-$2.8 
TTD The Trade Desk, Inc. Class A
-1.31%
-$22.08 
TM Toyota Motor Corporation
-1.28%
-$31.98 
STM STMicroelectronics N.V.
-1.26%
-$22.78 
MDLZ Mondelez International, Inc.
-1.22%
-$3.85 
F Ford Motor Company
-1.21%
-$45.72 
TJX The TJX Companies, Inc.
-1.21%
-$491.52 
ICOW Pacer Developed Markets International ETF
-1.2%
-$2,213.81 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$302.5 
ITB iShares U.S. Home Construction ETF
-1.18%
-$31.64 
INVA Innoviva Inc.
-1.18%
-$9.25 
ICMB Investcorp Credit Management BDC, Inc.
-1.16%
-$22.5 
SRE Sempra
-1.15%
-$48.41 
NEE NextEra Energy, Inc.
-1.15%
-$187.86 
AES AES Corporation
-1.15%
-$7.82 
WRB W.R. Berkley Corporation
-1.15%
-$44.52 
OMC Omnicom Group Inc.
-1.14%
-$52.78 
SAM The Boston Beer Company Inc.
-1.14%
-$2.11 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$7.95 
PBF PBF Energy Inc.
-1.12%
-$26.24 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$579.42 
IR Ingersoll Rand Inc.
-1.11%
-$510.42 
PNR Pentair plc
-1.1%
-$10.22 
IGLD FT Vest Gold Strategy Target Fund
-1.09%
-$4.83 
TKO Tko Group Holdings Inc.
-1.09%
-$8 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$6.12 
TXN Texas Instruments Inc
-1.08%
-$21.14 
LOW Lowe's Companies Inc.
-1.08%
-$181.6 
PLD Prologis Inc.
-1.08%
-$15.8 
MCK McKesson Corporation
-1.08%
-$18.64 
CTAS Cintas Corporation
-1.04%
-$466.56 
AAL American Airlines Group Inc.
-1.04%
-$0.96 
CRH CRH plc
-1.03%
-$3.96 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$103.95 
INTC Intel Corporation
-1.02%
-$469.65 
KO The Coca-Cola Company
-1.02%
-$36 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$28.5 
DKNG DraftKings Inc.
-1.01%
-$31.2 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$92.13 
FOXA Fox Corporation
-1%
-$3.54 
VTLE Vital Energy Inc.
-0.99%
-$20.16 
NXST Nexstar Media Group Inc.
-0.99%
-$5.7 
STR Sitio Royalties Corp.
-0.98%
-$676.8 
XOM Exxon Mobil Corporation
-0.97%
-$3,693.42 
SOFI SoFi Technologies, Inc.
-0.97%
-$531.84 
MET MetLife Inc.
-0.97%
-$233.12 
EWJ iShares MSCI Japan ETF
-0.96%
-$149.4 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$34.4 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$303.6 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$32.76 
TEM Tempus AI, Inc.
-0.95%
-$1.26 
NRES Xtrackers RREEF Global Natural Resources Fund
-0.95%
-$188.71 
PSEC Prospect Capital Corporation
-0.93%
-$12.78 
CRSP Crispr Therapeutics AG
-0.93%
-$1.8 
HALO Halozyme Therapeutics Inc.
-0.91%
-$87.4 
FNF Fidelity National Financial, Inc.
-0.9%
-$132.08 
MAS Masco Corporation
-0.87%
-$11.97 
O Realty Income Corporation
-0.87%
-$112 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$124.3 
MRP Millrose Properties Inc.
-0.85%
-$2.16 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$1.18 
FE FirstEnergy Corp.
-0.82%
-$40.8 
GILD Gilead Sciences Inc.
-0.81%
-$50.29 
NVMI Nova Ltd.
-0.81%
-$70.4 
PCAR PACCAR Inc.
-0.81%
-$2.16 
KMB Kimberly-Clark Corporation
-0.8%
-$52.8 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$10.26 
CBXJ Calamos Bitcoin ETF
-0.79%
-$882.61 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$185 
PYPL PayPal Holdings Inc
-0.76%
-$5.28 
UNM Unum Group
-0.76%
-$244.2 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$22.2 
ULTA Ulta Beauty Inc.
-0.76%
-$19.5 
ESNT Essent Group Ltd.
-0.75%
-$12 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$101.16 
CVS CVS Health Corporation
-0.75%
-$22.12 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$67.76 
SPGI S&P Global Inc.
-0.74%
-$92.1 
ED Consolidated Edison, Inc.
-0.74%
-$12.96 
MA Mastercard Incorporated
-0.74%
-$446.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$283.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,831.67 
MAR Marriott International Inc. - Class A
-0.71%
-$7.95 
DASH DoorDash, Inc.
-0.69%
-$10.96 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$13.02 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$3.08 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$10.72 
MLI Mueller Industries Inc.
-0.67%
-$48.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$13.43 
EWC iShares MSCI Canada ETF
-0.67%
-$10.4 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$36.54 
RCMT RCM Technologies, Inc.
-0.67%
-$38 
DUK Duke Energy Corporation
-0.67%
-$201.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$30.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,011.9 
AMGN Amgen Inc.
-0.64%
-$238.08 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$665.91 
GS The Goldman Sachs Group, Inc.
-0.63%
-$84.24 
AMT American Tower Corporation
-0.63%
-$154 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$96.48 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$73.58 
PM Philip Morris International Inc.
-0.61%
-$164.02 
COMP Compass Inc.
-0.61%
-$7 
ACGL Arch Capital Group Ltd
-0.6%
-$38.43 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$64.02 
HUT Hut 8 Corp.
-0.59%
-$17.92 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$5,881.69 
HRB H&R Block Inc.
-0.59%
-$20.54 
WEC WEC Energy Group Inc.
-0.57%
-$39.06 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$27.84 
CHPT ChargePoint Holdings, Inc.
-0.55%
-$0.02 
VNQ Vanguard Real Estate ETF
-0.54%
-$32.94 
USRT iShares Core U.S. REIT ETF
-0.54%
-$2.59 
COF Capital One Financial Corporation
-0.54%
-$160.46 
LLY Eli Lilly and Company
-0.53%
-$42.91 
MATX Matson Inc.
-0.52%
-$32.86 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$20.93 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$0.7 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$139.46 
STLD Steel Dynamics Inc.
-0.49%
-$54.56 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$11.34 
CELH Celsius Holdings Inc.
-0.48%
-$0.84 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$79 
IWM iShares Russell 2000 ETF
-0.47%
-$148.73 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$100 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$70 
WSO Watsco Inc.
-0.46%
-$57.2 
PEP PepsiCo, Inc.
-0.46%
-$55.04 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$2.4 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$2,438.19 
VGK Vanguard FTSE Europe ETF
-0.44%
-$26 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$3.45 
TRV The Travelers Companies, Inc.
-0.43%
-$19.56 
TEL TE Connectivity plc
-0.43%
-$8.9 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$9.88 
HD The Home Depot, Inc.
-0.42%
-$133.44 
MELI MercadoLibre, Inc.
-0.41%
-$31.12 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$131.48 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$620.84 
MBB iShares MBS ETF
-0.4%
-$7.77 
ORI Old Republic International Corp.
-0.39%
-$3.74 
ETR Entergy Corporation
-0.38%
-$153.34 
VGT Vanguard Information Technology ETF
-0.38%
-$30.96 
AXP American Express Company
-0.38%
-$63.5 
FDX FedEx Corporation
-0.37%
-$5.75 
MDT Medtronic plc
-0.37%
-$9.6 
ARCC Ares Capital Corporation
-0.37%
-$6.23 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$36.49 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$1,297.68 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$17.7 
TMUS T-Mobile US, Inc.
-0.36%
-$103.32 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$59.5 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$5.52 
TFC Truist Financial Corporation
-0.33%
-$10.03 
EG Everest Group, Ltd.
-0.32%
-$4.84 
SLVM Sylvamo Corporation
-0.32%
-$9.72 
SWKS Skyworks Solutions Inc.
-0.32%
-$5 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$54.56 
PFGC Performance Food Group Co.
-0.31%
-$18.36 
IAK iShares U.S. Insurance ETF
-0.31%
-$12.42 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$129.48 
CEG Constellation Energy Corporation
-0.31%
-$29.97 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$133.2 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,760.22 
VXF Vanguard Extended Market ETF
-0.3%
-$12.78 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$1.12 
VST Vistra Corp
-0.29%
-$10.32 
COR Cencora, Inc.
-0.28%
-$3.56 
NEWZ Stokes Ally AI-Driven US All Cap ETF
-0.28%
-$1.25 
BLBD Blue Bird Corporation
-0.28%
-$42 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$127.1 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$77.88 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$3,743.48 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$30.36 
VTV Vanguard Value ETF
-0.27%
-$400.01 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$13.44 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$450.3 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$54.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,122.75 
CARS Cars.com Inc.
-0.25%
-$0.39 
DSMC Distillate Small/Mid Cash Flow ETF
-0.24%
-$960.13 
GBF iShares Government/Credit Bond ETF
-0.24%
-$4.25 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$85.65 
SLDP Solid Power, Inc.
-0.24%
-$7.5 
COST Costco Wholesale Corporation
-0.24%
-$964.43 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$5,168.79 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$134.88 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,280.6 
BNDX Vanguard Total International Bond ETF
-0.23%
-$42.24 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$248.8 
MGPI MGP Ingredients Inc.
-0.23%
-$0.32 
VB Vanguard Small-Cap ETF
-0.22%
-$27.72 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$8.4 
PFG Principal Financial Group, Inc.
-0.22%
-$18 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$22.5 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,322.53 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$341.99 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1.98 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$1.2 
JBND JPMorgan Active Bond ETF
-0.21%
-$4,560.82 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$5.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$180.9 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$19.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$39.84 
QS QuantumScape Corp
-0.19%
-$3 
ACI Albertsons Companies, Inc.
-0.17%
-$1 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$20.58 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$7.4 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1.62 
TWO Two Harbors Investment Corp.
-0.17%
-$14 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$2.89 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$31.52 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$68.8 
FITB Fifth Third Bancorp
-0.16%
-$69.03 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$5.76 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$0.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2.88 
ELV Elevance Health, Inc.
-0.15%
-$1.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$12.72 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.14%
-$2.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$2.47 
ICVT iShares Convertible Bond ETF
-0.13%
-$15.9 
EXR Extra Space Storage Inc.
-0.12%
-$4.25 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$11.46 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$0.36 
CFG Citizens Financial Group, Inc.
-0.11%
-$93.36 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.11%
-$0.81 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$369.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$5.05 
BCE BCE Inc.
-0.09%
-$37.5 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.09%
-$0.1 
BME BlackRock Health Sciences Opportunities Portfolio
-0.09%
-$60.88 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
-0.09%
-$52.52 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
-0.09%
-$13.28 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$1.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$17.75 
JPIE JPMorgan Income ETF
-0.09%
-$132.64 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$248.2 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$24.57 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$5,537.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$50.85 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$2.64 
HYBB iShares BB Rated Corporate Bond ETF
-0.05%
-$8 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$0.35 
VO Vanguard Mid-Cap ETF
-0.05%
-$6.24 
HOOD Robinhood Markets, Inc.
-0.05%
-$0.68 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$0.33 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$222.17 
V Visa Inc. Class A
-0.04%
-$36.12 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$3.75 
TMHC Taylor Morrison Home Corporation
-0.03%
-$3.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$52.91 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$0.2 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$0.04 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$5.04 
TGT Target Corporation
-0.01%
-$2.84 
UBER Uber Technologies, Inc.
-0.01%
-$4.72 Events
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Dividends
Dividend Analysis
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| Trades 1570 | Longs Won 928/1570 59% | Profit Factor 0.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $560,463.11 |
| Average Win $18,566.51 | Best Trade (Aug 03) $2.82M | Sharpe Ratio -9.9 |
| Average Loss -$67,587.59 | Worst Trade (Sep 02) -$20.83M | Z-Score 11.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy -$16,663.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,916 | 1,724 | 1,533 | 1,341 | 1,149 | 958 | 766 | 575 | 383 | 192 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0925 09259E111 | 700 | $5,390 | $5,390 | - | - | - | 0.0 |
| 1085 108581108 | 151 | $8,626 | $8,626 | - | - | - | 0.0 |
| 4609 46090E107 | 341 | $188,114 | $188,114 | - | - | - | 0.0 |
| 9814 98149E307 | 16 | $908 | $908 | - | - | - | 0.0 |
| AAAU Goldman Sachs Physical Gold ETF | 1 | $33 | $39.93 | - | $6.93 | 21% | -1.456% |
| AAL American Airlines Group Inc. | 6 | $67.44 | $91.62 | - | $24.18 | 35.85% | -1.037% |
| AAPL Apple Inc. | 4,579 | $1.01M | $1.41M | - | $405,113.56 | 40.13% | -7.354% |
| ABBV AbbVie Inc. | 58 | $10,860.87 | $14,554.52 | - | $3,693.65 | 34.01% | -2.513% |
| ABT Abbott Laboratories | 77 | $10,088.75 | $8,138.9 | - | -$1,949.85 | -19.33% | +0.085% |
| ACGL Arch Capital Group Ltd | 63 | $7,048.44 | $6,333.39 | - | -$715.05 | -10.14% | -0.603% |
| ACI Albertsons Companies, Inc. | 50 | $955 | $579 | - | -$376 | -39.37% | -0.172% |
| ACM Aecom | 50 | $5,643 | $3,619.5 | - | -$2,023.5 | -35.86% | +0.878% |
| ACN Accenture plc Class A | 8 | $2,869.7 | $1,327.36 | - | -$1,542.34 | -53.75% | +1.611% |
| ADBE Adobe Inc. | 48 | $25,560 | $12,019.68 | - | -$13,540.32 | -52.97% | +1.013% |
| ADI Analog Devices, Inc. | 50 | $11,508.5 | $18,370.5 | - | $6,862 | 59.63% | +0.202% |
| AEM Agnico Eagle Mines Limited | 4 | $476 | $581.08 | - | $105.08 | 22.08% | -3.635% |
| AES AES Corporation | 46 | $922.76 | $675.28 | - | -$247.48 | -26.82% | -1.145% |
| AFL Aflac Inc. | 23 | $2,479.04 | $2,932.04 | - | $453 | 18.27% | +0.094% |
| AG First Majestic Silver Corp | 200 | $1,654 | $3,006 | - | $1,352 | 81.74% | -4.207% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,491 | $445,535 | $437,288.67 | - | -$8,246.33 | -1.85% | -0.256% |
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FAQ
Which stocks have generated the highest profits for Jefferson H. West?
The largest contributions to the portfolio's profits come from the following stocks: ProShares Bitcoin ETF - $7.6M, ProShares Ether ETF - $1.86M, FS KKR Capital Corp - $1.29M, USCF Gold Strategy Plus Income Fund - $1.13M, and Eagle Point Credit Company Inc - $1.07M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Devon Energy Corporation - $1.44M, Easterly Government Properties, Inc - $117,019.96, Distillate Small/Mid Cash Flow ETF - $27,419.56, Lennar Corporation - $15,219.64, and Distillate U.S. Fundamental Stability & Value ETF - $13,261.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jefferson H. West's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.19M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $7.37M, Simplify Volatility Premium ETF - $1.62M, Eagle Point Credit Company Inc - $1.51M, USCF Gold Strategy Plus Income Fund - $1.12M, and FS KKR Capital Corp - $889,735.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jefferson H. West's monthly returns?
Jefferson H. West's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jefferson H. West's strategy be considered aggressive or moderate?
Jefferson H. West's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jefferson H. West's strategy?
Jefferson H. West's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
