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:
-18.27%
Gain -1.35%
Monthly
-0.82%
Yearly
-9.4%
Drawdown
41.33%
$123.27M
Equity
Holdings
$123.27M
Investment
$155.46M
-$32.33M
Profit -$1.99M
Realized
-$140,158.73
Unrealized
-$32.19M
Dividends
$18.68M
Goals
Avg. 13% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$1.99M
Win %
65%
This Week
Compared To Last Week
Gain
-2.76%
Profit
-$3.5M
Win %
65%
This Month
Compared to last month
Gain
-3.49%
Profit
-$4.45M
Win %
65%
This Year
Compared to last year
Gain
-14.76%
Profit
-$21.34M
Win %
65%
IPG The Interpublic Group of Companies, Inc.
+6.51%
+$100.3 
CRGY Crescent Energy Inc.
+5.96%
+$11,929.68 
MTDR Matador Resources Company
+5.76%
+$130.2 
AR Antero Resources Corporation
+5.27%
+$489.6 
NOG Northern Oil and Gas Inc.
+4.62%
+$887.74 
GUSH Direxion Daily S&P Oil & Gas Exploration & Production Bull 2X Shares
+4.32%
+$16.44 
OVV Ovintiv Inc.
+4.26%
+$172.02 
OBE Obsidian Energy Ltd.
+4.14%
+$104.03 
SM SM Energy Company
+4.08%
+$5,049 
RRC Range Resources Corporation
+3.92%
+$931.12 
SPXU ProShares UltraPro Short S&P 500 Fund
+3.83%
+$9.68 
OXY-WT Occidental Petroleum Corporation
+3.8%
+$13.23 
FANG Diamondback Energy Inc
+3.61%
+$423.3 
PR Permian Resources Corporation
+3.6%
+$7,981.5 
EQT EQT Corporation
+3.44%
+$570.38 
CNX CNX Resources Corporation
+3.38%
+$38.61 
NI NiSource Inc.
+3.37%
+$1,797.27 
BP BP p.l.c. Sponsored ADR
+3.24%
+$7,806.04 
APA APA Corporation
+3.23%
+$6,777.1 
CRK Comstock Resources Inc.
+3.19%
+$442.9 
FCG First Trust Natural Gas ETF
+3.07%
+$46.5 
QIS Simplify Multi-QIS Alternative ETF
+3.02%
+$6,442.32 
RTX RTX Corporation
+2.94%
+$587.43 
LMT Lockheed Martin Corporation
+2.83%
+$422.1 
OKE ONEOK, Inc.
+2.79%
+$1,884.85 
EOG EOG Resources, Inc.
+2.78%
+$729.28 
SHEL Shell plc
+2.61%
+$89.1 
MGY Magnolia Oil & Gas Corp.
+2.59%
+$18.41 
VIST Vista Energy, S.A.B. de C.V.
+2.57%
+$234 
DVN Devon Energy Corporation
+2.5%
+$2,552.25 
OXY Occidental Petroleum Corporation
+2.42%
+$771.75 
BTE Baytex Energy Corp
+2.42%
+$150.25 
FMC FMC Corporation
+2.22%
+$1.87 
CVX Chevron Corporation
+2.18%
+$195.98 
XLE Energy Select Sector SPDR Fund
+2.08%
+$462.59 
PM Philip Morris International Inc.
+2.03%
+$565.04 
AMT American Tower Corporation
+2.03%
+$515.2 
WEC WEC Energy Group Inc.
+2.02%
+$132.99 
PEP PepsiCo, Inc.
+2.01%
+$221.45 
LYB LyondellBasell Industries N.V.
+1.96%
+$46.55 
SLB Schlumberger Limited
+1.9%
+$176.64 
XOM Exxon Mobil Corporation
+1.88%
+$7,917.94 
ED Consolidated Edison, Inc.
+1.87%
+$32.8 
DUK Duke Energy Corporation
+1.82%
+$520.8 
HAL Halliburton Company
+1.81%
+$2.98 
PEG Public Service Enterprise Group Incorporated
+1.79%
+$835.83 
ET Energy Transfer L.P.
+1.74%
+$138 
TJX The TJX Companies, Inc.
+1.7%
+$627.2 
CCEP Coca-Cola Europacific Partners PLC
+1.69%
+$50.22 
USB U.S. Bancorp
+1.68%
+$851.13 
DNP DNP Select Income Fund Inc.
+1.63%
+$37.28 
PPC Pilgrim's Pride Corporation
+1.63%
+$3.76 
ORI Old Republic International Corp.
+1.6%
+$13.64 
SRE Sempra
+1.6%
+$61.57 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.57%
+$657.23 
EIPX FT Energy Income Partners Strategy ETF
+1.54%
+$8,137 
TFC Truist Financial Corporation
+1.49%
+$41.01 
CINF Cincinnati Financial Corporation
+1.46%
+$334.28 
SWKS Skyworks Solutions Inc.
+1.42%
+$28.13 
WMB The Williams Companies, Inc.
+1.42%
+$541.94 
BUD Anheuser-Busch InBev S.A. ADR
+1.4%
+$470.82 
COST Costco Wholesale Corporation
+1.4%
+$5,803.56 
MO Altria Group, Inc.
+1.36%
+$532.65 
TMUS T-Mobile US, Inc.
+1.36%
+$349.32 
BLDR Builders FirstSource, Inc.
+1.32%
+$41.89 
KRP Kimbell Royalty Partners, LP
+1.32%
+$849.03 
FXU First Trust Utilities AlphaDEX Fund
+1.31%
+$36.3 
FE FirstEnergy Corp.
+1.28%
+$59.67 
ACGL Arch Capital Group Ltd
+1.26%
+$79.06 
F Ford Motor Company
+1.26%
+$39.37 
TSN Tyson Foods Inc.
+1.26%
+$5.44 
NMIH NMI Holdings Inc.
+1.25%
+$9.5 
TRV The Travelers Companies, Inc.
+1.24%
+$57 
EG Everest Group, Ltd.
+1.2%
+$18.32 
CRH CRH plc
+1.18%
+$3.88 
MDLZ Mondelez International, Inc.
+1.17%
+$3.68 
OGE Oge Energy Corp.
+1.16%
+$11.99 
POST Post Holdings Inc.
+1.16%
+$17.9 
CMCSA Comcast Corp
+1.15%
+$12.54 
HIG The Hartford Insurance Group, Inc.
+1.13%
+$13.54 
XLU Utilities Select Sector SPDR Fund
+1.12%
+$19.53 
ESNT Essent Group Ltd.
+1.11%
+$16.92 
HDV iShares Core High Dividend ETF
+1.1%
+$880.75 
TWO Two Harbors Investment Corp.
+1.08%
+$91 
NUE Nucor Corporation
+1.07%
+$48.96 
TM Toyota Motor Corporation
+1.06%
+$26.39 
RNR Renaissancere Holdings Ltd.
+1.03%
+$24.85 
IDA Idacorp Inc.
+1.02%
+$337.77 
DTE DTE Energy Company
+1.01%
+$344.5 
AFL Aflac Inc.
+1%
+$27.25 
NEE NextEra Energy, Inc.
+1%
+$146.94 
RS Reliance Inc.
+1%
+$28.49 
KO The Coca-Cola Company
+0.97%
+$35.6 
MRK Merck & Co., Inc.
+0.95%
+$22.16 
WFC Wells Fargo & Company
+0.94%
+$28.08 
ETR Entergy Corporation
+0.93%
+$362.78 
NRES Xtrackers RREEF Global Natural Resources Fund
+0.93%
+$192.32 
CME CME Group Inc.
+0.91%
+$97.5 
MET MetLife Inc.
+0.88%
+$218.24 
VZ Verizon Communications Inc.
+0.88%
+$329.94 
GE General Electric Company
+0.88%
+$112.14 
CB Chubb Limited
+0.86%
+$27.27 
EXR Extra Space Storage Inc.
+0.86%
+$29.5 
WMT Walmart Inc.
+0.86%
+$510.05 
TW Tradeweb Markets Inc.
+0.85%
+$46.56 
COF Capital One Financial Corporation
+0.84%
+$238.56 
LIN Linde plc
+0.84%
+$33.28 
IAK iShares U.S. Insurance ETF
+0.83%
+$32.27 
MAR Marriott International Inc. - Class A
+0.83%
+$9.63 
JNJ Johnson & Johnson
+0.81%
+$16.32 
O Realty Income Corporation
+0.8%
+$89 
VVX V2X Inc.
+0.78%
+$53.5 
SGDM Sprott Gold Miners ETF
+0.78%
+$264.5 
MUSA Murphy USA Inc.
+0.77%
+$8.4 
JPM JPMorgan Chase & Co.
+0.77%
+$1,017.72 
MRP Millrose Properties Inc.
+0.77%
+$1.53 
OSG Octave Specialty Group, Inc.
+0.76%
+$0.87 
PG Procter & Gamble Co
+0.73%
+$116.15 
ENVA Enova International Inc.
+0.71%
+$22.86 
PRPL Purple Innovation Inc.
+0.7%
+$18.34 
GROY Gold Royalty Corp
+0.68%
+$28 
XLP Consumer Staples Select Sector SPDR Fund
+0.68%
+$15.79 
FCPT Four Corners Property Trust Inc.
+0.67%
+$6.53 
DRI Darden Restaurants, Inc.
+0.65%
+$130.19 
SPLV Invesco S&P 500 Low Volatility ETF
+0.64%
+$61.1 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$902.01 
CI The Cigna Group
+0.61%
+$43.68 
RDY Dr. Reddy's Laboratories Ltd.
+0.58%
+$1.12 
ABBV AbbVie Inc.
+0.58%
+$95.12 
MRSH Marsh & McLennan Companies, Inc.
+0.58%
+$19.44 
ICOW Pacer Developed Markets International ETF
+0.57%
+$1,023.37 
WRB W.R. Berkley Corporation
+0.57%
+$22.26 
VLO Valero Energy Corporation
+0.56%
+$229.25 
HWM Howmet Aerospace Inc.
+0.53%
+$3.51 
MTG MGIC Investment Corporation
+0.53%
+$49.73 
SLVM Sylvamo Corporation
+0.53%
+$13.77 
KMB Kimberly-Clark Corporation
+0.52%
+$32.4 
VICI Vici Properties Inc.
+0.51%
+$4.56 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$16.5 
BCE BCE Inc.
+0.5%
+$187.5 
TDG TransDigm Group Inc.
+0.49%
+$22.26 
LPX Louisiana-Pacific Corporation
+0.49%
+$1.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.48%
+$6.11 
ITEQ Amplify BlueStar Israel Technology ETF
+0.43%
+$246.83 
FNF Fidelity National Financial, Inc.
+0.43%
+$47.77 
STLD Steel Dynamics Inc.
+0.43%
+$45.32 
HD The Home Depot, Inc.
+0.41%
+$121.92 
ACN Accenture plc Class A
+0.41%
+$7.28 
MCK McKesson Corporation
+0.39%
+$7.84 
LOW Lowe's Companies Inc.
+0.39%
+$61.2 
C Citigroup Inc.
+0.38%
+$211.03 
SPGI S&P Global Inc.
+0.37%
+$47.1 
BLBD Blue Bird Corporation
+0.36%
+$42 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.36%
+$2.04 
ACI Albertsons Companies, Inc.
+0.34%
+$2.25 
SAM The Boston Beer Company Inc.
+0.34%
+$0.61 
GBF iShares Government/Credit Bond ETF
+0.34%
+$5.7 
MYSE Myseum, Inc.
+0.33%
+$0.2 
BCC Boise Cascade Company
+0.33%
+$7.11 
ZION Zions Bancorporation, National Association
+0.31%
+$3.51 
FRT Federal Realty Investment Trust
+0.29%
+$3.1 
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032
+0.29%
+$38.81 
T AT&T Inc.
+0.28%
+$70.98 
PFE Pfizer Inc.
+0.27%
+$24.4 
AVDV Avantis International Small Cap Value ETF
+0.27%
+$45.82 
USG USCF Gold Strategy Plus Income Fund
+0.25%
+$8,561.87 
STLA Stellantis N.V.
+0.23%
+$2.41 
NVS Novartis AG Sponsored ADR
+0.23%
+$83.3 
XLB Materials Select Sector SPDR Fund
+0.21%
+$4.83 
ELV Elevance Health, Inc.
+0.18%
+$1.54 
GWX SPDR S&P International Small Cap ETF
+0.18%
+$10.08 
V Visa Inc. Class A
+0.17%
+$172.86 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.16%
+$1.6 
OHI Omega Healthcare Investors Inc.
+0.14%
+$0.71 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$0.42 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$0.94 
NREF NexPoint Real Estate Finance Inc.
+0.13%
+$35.48 
RF Regions Financial Corporation
+0.13%
+$56.17 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.11%
+$0.81 
MCD McDonald's Corporation
+0.1%
+$20.4 
PCAR PACCAR Inc.
+0.09%
+$0.19 
NRG NRG Energy, Inc.
+0.08%
+$0.64 
NSIT Insight Enterprises Inc.
+0.06%
+$0.3 
TT Trane Technologies plc
+0.06%
+$178.99 
FITB Fifth Third Bancorp
+0.06%
+$23.01 
DGRO iShares Core Dividend Growth ETF
+0.06%
+$15.93 
OPCH Option Care Health Inc.
+0.05%
+$0.34 
BBCA JPMorgan BetaBuilders Canada ETF
+0.04%
+$3.97 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$17.76 
BA Boeing Company
+0.03%
+$11.96 
EWC iShares MSCI Canada ETF
+0.03%
+$0.52 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$4.32 
LLY Eli Lilly and Company
+0.03%
+$2.77 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$0.66 
RWO SPDR Dow Jones Global Real Estate ETF
+0.03%
+$1.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,297.46 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$349.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$101.92 
RAVI FlexShares Ultra-Short Income Fund
+0.03%
+$26.86 
SHV iShares Short Treasury Bond ETF
+0.03%
+$265.89 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$146.69 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$571.55 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$33.58 
ISRG Intuitive Surgical, Inc.
+0.02%
+$1.3 
DAX Global X DAX Germany ETF
+0.02%
+$0.7 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$3.5 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$27.44 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$29.11 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.02%
+$0.17 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$0.66 
CALM Cal-Maine Foods Inc.
+0.02%
+$0.36 
FOXA Fox Corporation
+0.02%
+$0.06 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$494.44 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$0.36 
MGV Vanguard Mega Cap Value ETF
+0.01%
+$33.7 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$0.1 
ALE Allete Inc.
0%
$0 
CCRN Cross Country Healthcare Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GM General Motors Company
0%
$0 
IRBT iRobot Corporation
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
MYMD MyMD Pharmaceuticals, Inc.
0%
$0 
PFX PhenixFIN Corporation
0%
$0 
SAVA Cassava Sciences Inc.
0%
$0 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
0%
$0 
TGNA Tegna Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BKF iShares MSCI BIC ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
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 
NEOVW Neovolta Inc. Warrant
-17.91%
-$690,071.09 
BTBT Bit Digital, Inc.
-13.33%
-$14.4 
DNA Ginkgo Bioworks Holdings Inc.
-12.76%
-$168 
BTC Grayscale Bitcoin Mini Trust ETF
-10.8%
-$129 
APLD Applied Digital Corporation
-10.74%
-$547.5 
CLSK CleanSpark, Inc.
-9.89%
-$23.12 
HUT Hut 8 Corp.
-9.86%
-$210 
SMCI Super Micro Computer Inc
-9.75%
-$1,026 
WGMI Valkyrie Bitcoin Miners ETF
-9.64%
-$80.28 
MSTR Strategy Inc.
-9.61%
-$98,997.82 
S SentinelOne Inc.
-9.24%
-$12.96 
AI C3.ai Inc.
-8.96%
-$2.18 
MDB MongoDB Inc.
-8.6%
-$315.3 
AUR Aurora Innovation, Inc.
-8.52%
-$172.5 
SNOW Snowflake Inc.
-8.4%
-$28.16 
IONQ IonQ, Inc.
-8.33%
-$20.02 
TWST Twist Bioscience Corporation
-8.1%
-$596.7 
TEM Tempus AI, Inc.
-8.03%
-$17.13 
QBTS D-Wave Quantum Inc.
-7.41%
-$11.4 
TQQQ ProShares UltraPro QQQ
-7.19%
-$13,328.1 
PANW Palo Alto Networks, Inc.
-7.09%
-$2,075.33 
PLTR Palantir Technologies Inc.
-7.07%
-$13,215.76 
FLEX Flex Ltd.
-7%
-$137.8 
FTNT Fortinet Inc.
-6.92%
-$201.44 
CRWD CrowdStrike Holdings, Inc.
-6.8%
-$1,729.52 
QUBT Quantum Computing Inc.
-6.51%
-$3.56 
LUMN Lumen Technologies Inc.
-6.37%
-$1,325.25 
NNOX Nano-X Imaging Ltd.
-6.31%
-$0.93 
P Everpure Inc.
-6.23%
-$830.5 
COMP Compass Inc.
-6.18%
-$59.5 
SANM Sanmina Corporation
-5.98%
-$552.72 
STX Seagate Technology Holdings plc
-5.91%
-$3,061.5 
FUBO FuboTV Inc.
-5.82%
-$99.15 
TTD The Trade Desk, Inc. Class A
-5.71%
-$69 
CRCL Circle Internet Group, Inc.
-5.69%
-$4.95 
HYLN Hyliion Holdings Corp.
-5.5%
-$34.2 
STEX BioSig Technologies, Inc.
-5.49%
-$153,049.59 
NOW ServiceNow, Inc.
-5.47%
-$203.25 
ARM Arm Holdings plc American Depositary Receipt
-5.43%
-$1,329 
AXON Axon Enterprise, Inc.
-5.36%
-$67.02 
CION Cion Investment Corporation
-5.12%
-$2,737.41 
RMBS Rambus Inc.
-5%
-$153.12 
RGTI Rigetti Computing Inc
-4.99%
-$84.42 
SHOP Shopify Inc.
-4.97%
-$141.68 
SVXY ProShares Short VIX Short-Term Futures ETF
-4.95%
-$28,224 
INTC Intel Corporation
-4.91%
-$2,365.93 
HOOD Robinhood Markets, Inc.
-4.89%
-$86.44 
CHAT Roundhill Generative AI & Technology ETF
-4.86%
-$3,616.65 
COIN Coinbase Global, Inc.
-4.83%
-$230.62 
APP AppLovin Corporation Class A Common Stock
-4.81%
-$228.31 
WYY WidePoint Corporation
-4.79%
-$31 
AMD Advanced Micro Devices, Inc.
-4.76%
-$10,849.94 
QLD ProShares Ultra QQQ
-4.76%
-$142,644.12 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.73%
-$40,189.8 
ZM Zoom Video Communications, Inc.
-4.72%
-$93 
PCOR Procore Technologies Inc.
-4.64%
-$92.48 
FIP FTAI Infrastructure Inc.
-4.49%
-$3,805.47 
ORCL Oracle Corporation
-4.47%
-$2,965.39 
RIVN Rivian Automotive, Inc.
-4.42%
-$27.6 
MRVL Marvell Technology, Inc.
-4.39%
-$1,058 
SUPN Supernus Pharmaceuticals Inc.
-4.37%
-$13.84 
CHRW C.H. Robinson Worldwide, Inc.
-4.33%
-$68.53 
TDUP ThredUp Inc.
-4.25%
-$6 
DUOL Duolingo, Inc.
-4.24%
-$28,394.96 
MU Micron Technology, Inc.
-4.19%
-$4,446 
KLIC Kulicke & Soffa Industries, Inc.
-4.17%
-$17.32 
META Meta Platforms Inc Class A
-4.17%
-$4,850.6 
UEC Uranium Energy Corp.
-3.98%
-$112.12 
CORT Corcept Therapeutics Incorporated
-3.94%
-$75.99 
BTCT BTC Digital Ltd.
-3.94%
-$0.54 
QS QuantumScape Corp
-3.9%
-$49.5 
AVGO Broadcom Inc.
-3.89%
-$6,828.89 
SOFI SoFi Technologies, Inc.
-3.88%
-$1,944.54 
ANET Arista Networks, Inc.
-3.87%
-$969.3 
NEO NeoGenomics Inc.
-3.87%
-$166.85 
UPRO ProShares UltraPro S&P500
-3.85%
-$4,088 
VSH Vishay Intertechnology Inc.
-3.81%
-$24.09 
CRSP Crispr Therapeutics AG
-3.75%
-$7.72 
CLS Celestica Inc.
-3.73%
-$5,804.5 
NXT Nextracker Inc.
-3.63%
-$9.09 
TER Teradyne, Inc.
-3.61%
-$123.8 
FSK FS KKR Capital Corp.
-3.59%
-$64,836.69 
SNPS Synopsys, Inc.
-3.58%
-$654.42 
AMAT Applied Materials, Inc.
-3.53%
-$272.88 
SLDP Solid Power, Inc.
-3.52%
-$112.5 
JBL Jabil Inc.
-3.35%
-$211.64 
ONTO Onto Innovation Inc.
-3.35%
-$194 
TGTX TG Therapeutics, Inc.
-3.3%
-$499.5 
KLAC KLA Corporation
-3.3%
-$1,958.4 
NFLX Netflix, Inc.
-3.3%
-$550.85 
VRT Vertiv Holdings Co
-3.29%
-$7.07 
SPHB Invesco S&P 500 High Beta ETF
-3.28%
-$458.81 
QTUM Defiance Quantum ETF
-3.22%
-$18.26 
RDDT Reddit Inc Class A
-3.19%
-$122.16 
CCJ Cameco Corporation
-3.19%
-$15.93 
DASH DoorDash, Inc.
-3.16%
-$48.8 
FTXL First Trust Nasdaq Semiconductor ETF
-3.12%
-$32,808.3 
COOK Traeger Inc.
-3.08%
-$2.84 
LTBR Lightbridge Corporation
-3.08%
-$33 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-3.08%
-$50.05 
AAL American Airlines Group Inc.
-3.05%
-$2.25 
ETHU 2X Ether ETF
-3.05%
-$76,579.88 
IDCC InterDigital, Inc.
-3.04%
-$39.95 
CHPT ChargePoint Holdings, Inc.
-3.04%
-$0.13 
GCT GigaCloud Technology Inc Class A Ordinary Shares
-3.02%
-$30.52 
HPQ HP Inc.
-3%
-$483.77 
QCOM QUALCOMM Incorporated
-2.96%
-$738.5 
TSLA Tesla, Inc.
-2.95%
-$12,326.4 
PSEC Prospect Capital Corporation
-2.92%
-$30.42 
SEI Solaris Energy Infrastructure Inc.
-2.89%
-$82.94 
DKNG DraftKings Inc.
-2.82%
-$70.85 
TITN Titan Machinery Inc.
-2.82%
-$7.04 
GOOGL Alphabet Inc
-2.8%
-$8,654.36 
ADBE Adobe Inc.
-2.79%
-$337.44 
MGPI MGP Ingredients Inc.
-2.79%
-$3.44 
COOP Mr. Cooper Group Inc.
-2.77%
-$18 
XLK State Street Technology Select Sector SPDR ETF
-2.76%
-$4,698 
LUV Southwest Airlines Co.
-2.75%
-$246.37 
MKZR Mackenzie Realty Capital Inc.
-2.72%
-$438.78 
ULTA Ulta Beauty Inc.
-2.7%
-$82.33 
IWP iShares Russell Mid-Cap Growth ETF
-2.69%
-$457.56 
VBK Vanguard Small-Cap Growth ETF
-2.69%
-$296.83 
VGT Vanguard Information Technology ETF
-2.69%
-$236.52 
GMED Globus Medical Inc.
-2.64%
-$45.76 
GOOG Alphabet Inc
-2.61%
-$8,163.06 
CRM Salesforce Inc
-2.6%
-$499.98 
SSO ProShares Ultra S&P500
-2.58%
-$63,291 
ARW Arrow Electronics Inc.
-2.55%
-$16.83 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-2.55%
-$65.54 
BITX 2X BITCOIN STRATEGY ETF
-2.52%
-$6.17 
IWO iShares Russell 2000 Growth ETF
-2.52%
-$314.82 
AMPH Amphastar Pharmaceuticals Inc.
-2.46%
-$6.5 
SYM Symbotic Inc. Class A
-2.45%
-$2.92 
NIO Nio Inc.
-2.43%
-$12.75 
NVMI Nova Ltd.
-2.42%
-$175.56 
EBAY eBay Inc.
-2.42%
-$65.45 
ETN Eaton Corporation plc
-2.41%
-$2,415.3 
QQQM Invesco NASDAQ 100 ETF
-2.41%
-$3,610.01 
ZBRA Zebra Technologies Corporation
-2.38%
-$17.98 
MAGS Roundhill Magnificent Seven Fund
-2.37%
-$1,214.4 
AMZN Amazon.com Inc
-2.36%
-$24,781.76 
SPUU Direxion Daily S&P 500 Bull 2X Shares
-2.36%
-$2,573.88 
LIT GLOBAL X LITHIUM & BATTERY T
-2.36%
-$3.09 
CGGR Capital Group Growth ETF
-2.35%
-$15.68 
MTUM iShares MSCI USA Momentum Factor ETF
-2.35%
-$715.08 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.34%
-$54 
CCL Carnival Corporation Ltd.
-2.32%
-$61.5 
MSFT Microsoft Corp.
-2.32%
-$13,072.95 
MGK Vanguard Mega Cap Growth ETF
-2.31%
-$8,115.3 
FTAI FTAI Aviation Ltd.
-2.3%
-$77.6 
STM STMicroelectronics N.V.
-2.3%
-$36.38 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.29%
-$10.32 
NVST Envista Holdings Corporation
-2.28%
-$5.35 
IWF iShares Russell 1000 Growth ETF
-2.26%
-$5,226.6 
ICVT iShares Convertible Bond ETF
-2.22%
-$253.34 
INTU Intuit Inc.
-2.21%
-$788.4 
VUG Vanguard Growth ETF
-2.21%
-$1,793.88 
VOT Vanguard Mid-Cap Growth ETF
-2.2%
-$279.07 
ICMB Investcorp Credit Management BDC, Inc.
-2.19%
-$37.5 
ARQT Arcutis Biotherapeutics Inc.
-2.17%
-$226.8 
WSO Watsco Inc.
-2.16%
-$259.2 
XLC Communication Services Select Sector SPDR Fund
-2.16%
-$245.43 
MJ Amplify Alternative Harvest ETF
-2.13%
-$11.04 
DRIV Global X Autonomous & Electric Vehicles ETF
-2.07%
-$3.23 
VXF Vanguard Extended Market ETF
-2.07%
-$85.95 
SPOT Spotify Technology S.A.
-2.06%
-$176.24 
UTHR United Therapeutics Corporation
-2.06%
-$289.64 
MELI MercadoLibre, Inc.
-2.04%
-$151.64 
SPMO Invesco S&P 500 Momentum ETF
-2.03%
-$1,716.97 
MPWR Monolithic Power Systems, Inc.
-2.03%
-$151.89 
JMOM JPMorgan U.S. Momentum Factor ETF
-2.02%
-$1,107.19 
LYV Live Nation Entertainment, Inc.
-2.02%
-$10.44 
IUSG iShares Core S&P U.S. Growth ETF
-2.02%
-$73.91 
SXI Standex International Corporation
-1.99%
-$74.2 
ARHS Arhaus, Inc.
-1.97%
-$14 
UBER Uber Technologies, Inc.
-1.93%
-$649 
HCA HCA Healthcare Inc.
-1.92%
-$1,484.17 
CSCO Cisco Systems, Inc.
-1.92%
-$842 
BEN Franklin Resources Inc.
-1.91%
-$196.8 
NXDT NexPoint Diversified Real Estate Trust
-1.91%
-$7,790.38 
CDNS Cadence Design Systems, Inc.
-1.89%
-$220.68 
FV First Trust Dorsey Wright Focus 5 ETF
-1.83%
-$2.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.83%
-$613.47 
ON ON Semiconductor Corporation
-1.81%
-$82.77 
QJUN FT Vest Nasdaq-100 Buffer ETF
-1.81%
-$1,583.01 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.8%
-$515.97 
MATX Matson Inc.
-1.79%
-$131.59 
XSMO Invesco S&P SmallCap Momentum ETF
-1.78%
-$1,766.48 
IWM iShares Russell 2000 ETF
-1.78%
-$522.69 
BDX Becton, Dickinson and Company
-1.76%
-$216.88 
CAIE Calamos Autocallable Income ETF
-1.76%
-$3.76 
KCE SPDR S&P Capital Markets ETF
-1.73%
-$203.43 
DECK Deckers Outdoor Corporation
-1.7%
-$83.79 
FLNG Flex LNG Ltd.
-1.69%
-$4,107.95 
NVGS Navigator Holdings Ltd.
-1.69%
-$7.4 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.68%
-$9,154.6 
LW Lamb Weston Holdings, Inc.
-1.67%
-$2.71 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$46.16 
VEEV Veeva Systems Inc.
-1.66%
-$569.8 
PBF PBF Energy Inc.
-1.63%
-$45.44 
TFII TFI International Inc.
-1.61%
-$64.4 
TGT Target Corporation
-1.6%
-$356.42 
PWR Quanta Services Inc.
-1.59%
-$1,008.81 
PLD Prologis Inc.
-1.57%
-$19.95 
LEN Lennar Corporation
-1.57%
-$47.58 
QPX AdvisorShares Q Dynamic Growth ETF
-1.56%
-$14,339.01 
EMR Emerson Electric Co.
-1.55%
-$90.72 
VB Vanguard Small-Cap ETF
-1.55%
-$187.53 
FTGS First Trust Growth Strength ETF
-1.54%
-$24,752 
IEMG iShares Core MSCI Emerging Markets ETF
-1.54%
-$1,991.86 
CEG Constellation Energy Corporation
-1.52%
-$155.03 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.52%
-$14.4 
EXPD Expeditors International of Washington, Inc.
-1.52%
-$39.26 
ETH Ethan Allen Interiors Inc
-1.5%
-$57.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.46%
-$286.39 
EZET Franklin Ethereum ETF
-1.46%
-$20.25 
ETHE Grayscale Ethereum Trust ETF
-1.45%
-$427.21 
BJ BJ's Wholesale Club Holdings, Inc.
-1.44%
-$23.84 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.44%
-$423.12 
AG First Majestic Silver Corp
-1.43%
-$46 
SIRI Sirius XM Holdings Inc.
-1.42%
-$27.03 
GS The Goldman Sachs Group, Inc.
-1.41%
-$163.67 
OC Owens Corning
-1.39%
-$9.48 
PRDO Perdoceo Education Corporation
-1.39%
-$66.74 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.39%
-$6.09 
SCHB Schwab U.S. Broad Market ETF
-1.38%
-$17.63 
SVOL Simplify Volatility Premium ETF
-1.38%
-$37,534.39 
CARS Cars.com Inc.
-1.37%
-$1.82 
CIVI Civitas Resources Inc.
-1.37%
-$727.7 
IWL iShares Russell Top 200 ETF
-1.36%
-$143.82 
EETH ProShares Ether ETF
-1.36%
-$22.4 
ADI Analog Devices, Inc.
-1.36%
-$274 
SPXV ProShares S&P 500 Ex-Health Care ETF
-1.35%
-$125.14 
IBM International Business Machines Corporation
-1.35%
-$463.79 
PCTY Paylocity Holding Corporation
-1.35%
-$2.24 
SPEM SPDR Portfolio Emerging Markets ETF
-1.34%
-$77.97 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.34%
-$8,655.57 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.34%
-$18,023.88 
BUFQ FT Nasdaq Buffer ETF July.
-1.34%
-$38,570.58 
NVDA NVIDIA Corporation
-1.33%
-$15,125.76 
KTOS Kratos Defense & Security Solutions, Inc.
-1.32%
-$5.4 
BITO ProShares Bitcoin ETF
-1.32%
-$74,053.24 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$319.55 
CTSH Cognizant Technology Solutions Corporation
-1.31%
-$15.48 
DFAS Dimensional U.S. Small Cap ETF
-1.3%
-$149.94 
IWR iShares Russell Mid-Cap ETF
-1.28%
-$576.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.28%
-$849.28 
IWB iShares Russell 1000 ETF
-1.28%
-$1,249.32 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.28%
-$64.26 
KBH KB Home
-1.26%
-$40.7 
BME BlackRock Health Sciences Opportunities Portfolio
-1.25%
-$852.32 
SPY SPDR S&P 500 ETF Trust
-1.25%
-$1,802.68 
IVV iShares Core S&P 500 ETF
-1.25%
-$17,611.23 
NVO Novo Nordisk A/S Sponsored ADR
-1.24%
-$52.87 
IBIT iShares Bitcoin Trust
-1.23%
-$570.98 
VOO Vanguard S&P 500 ETF
-1.22%
-$831.36 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.21%
-$38.36 
ECC Eagle Point Credit Company Inc.
-1.21%
-$17,783.81 
MDT Medtronic plc
-1.21%
-$34.5 
IP International Paper Company
-1.2%
-$197.62 
GBTC Grayscale Bitcoin Trust ETF
-1.17%
-$1,575.46 
IJH iShares Core S&P Mid-Cap ETF
-1.16%
-$3,927.85 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.16%
-$756.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.15%
-$82.41 
IJR iShares Core S&P Small-Cap ETF
-1.15%
-$2,090.34 
NLY Annaly Capital Management, Inc.
-1.14%
-$105 
BBY Best Buy Co., Inc.
-1.11%
-$101.85 
TROW T. Rowe Price Group, Inc.
-1.1%
-$61.6 
XMHQ Invesco S&P MidCap Quality ETF
-1.1%
-$48.26 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-1.1%
-$19.44 
SPHQ Invesco S&P 500 Quality ETF
-1.08%
-$230 
UNH UnitedHealth Group Incorporated
-1.07%
-$2,217.43 
NTES NetEase, Inc. American Depositary Receipt
-1.05%
-$22.78 
REGN Regeneron Pharmaceuticals, Inc.
-1.05%
-$16.79 
SFM Sprouts Farmers Market, Inc.
-1.05%
-$18.2 
SNOV FT Vest US Small Cap Moderate Fund
-1.04%
-$14.82 
QUAL iShares MSCI USA Quality Factor ETF
-1.04%
-$515.57 
WHR Whirlpool Corporation
-1.03%
-$16.24 
TEL TE Connectivity plc
-1.03%
-$22 
ARCC Ares Capital Corporation
-1.03%
-$17.36 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-1.03%
-$71.2 
WSM Williams-Sonoma, Inc.
-1.02%
-$20.64 
ENPH Enphase Energy, Inc.
-1.02%
-$0.32 
GEHC GE HealthCare Technologies Inc.
-1.01%
-$4.97 
MMM 3M Company
-1.01%
-$5 
FDX FedEx Corporation
-1%
-$14.85 
VTLE Vital Energy Inc.
-0.99%
-$20.16 
EQX Equinox Gold Corp.
-0.99%
-$198 
GILD Gilead Sciences Inc.
-0.99%
-$73.08 
STR Sitio Royalties Corp.
-0.98%
-$676.8 
VST Vistra Corp
-0.98%
-$36.36 
VPL Vanguard FTSE Pacific ETF
-0.97%
-$89.22 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.96%
-$1,537.99 
SLV iShares Silver Trust
-0.94%
-$19.6 
OMC Omnicom Group Inc.
-0.94%
-$44.08 
BENF Beneficient Group L.P.
-0.92%
-$3 
MS Morgan Stanley
-0.91%
-$6.6 
MHO M/I Homes Inc.
-0.91%
-$82.08 
VO Vanguard Mid-Cap ETF
-0.89%
-$112.32 
ITB iShares U.S. Home Construction ETF
-0.89%
-$21.56 
ZIM ZIM Integrated Shipping Services Ltd.
-0.88%
-$416 
FTV Fortive Corporation
-0.86%
-$4 
RCMT RCM Technologies, Inc.
-0.86%
-$66.1 
BUFG FT Vest Buffered Allocation Fund
-0.85%
-$11.23 
BFEB Innovator U.S. Equity Buffer ETF
-0.84%
-$75.62 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.84%
-$13,036.14 
BROS Dutch Bros Inc.
-0.84%
-$27.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.84%
-$12,514.15 
IWS iShares Russell Mid-Cap Value ETF
-0.8%
-$329.93 
NBIX Neurocrine Biosciences Inc.
-0.79%
-$15.19 
PPG PPG Industries Inc.
-0.79%
-$0.85 
CSGP CoStar Group, Inc.
-0.78%
-$0.75 
TKO Tko Group Holdings Inc.
-0.78%
-$5.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$33.2 
CHKP Check Point Software Technologies Ltd.
-0.77%
-$119.78 
GIS General Mills, Inc.
-0.74%
-$3.92 
WPM Wheaton Precious Metals Corp.
-0.74%
-$118.8 
RDVI FT Vest Rising Dividend Achievers Fund
-0.7%
-$5,504.6 
IHI iShares U.S. Medical Devices ETF
-0.7%
-$5.7 
MLI Mueller Industries Inc.
-0.7%
-$45.9 
BUFR FT Vestladder Buffer ETF-USD I
-0.7%
-$18,106.92 
PYPL PayPal Holdings Inc
-0.7%
-$4.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$137.78 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.69%
-$4,727.74 
GDXJ VanEck Junior Gold Miners ETF
-0.69%
-$178.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.69%
-$11,943.25 
INVA Innoviva Inc.
-0.67%
-$5.18 
EWJ iShares MSCI Japan ETF
-0.67%
-$106.24 
SSNC SS&C Technologies Holdings Inc.
-0.67%
-$3.92 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.65%
-$651.84 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.64%
-$5,607.72 
DEA Easterly Government Properties, Inc.
-0.64%
-$2,932.16 
JXN Jackson Financial Inc.
-0.64%
-$73.48 
VEU Vanguard FTSE All-World ex-US ETF
-0.63%
-$64.37 
GDXU MicroSectors Gold Miners 3X Leveraged Exchange-Traded Notes
-0.62%
-$6.1 
XME SPDR S&P Metals & Mining ETF
-0.61%
-$155 
INCY Incyte Corporation
-0.61%
-$8.28 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.6%
-$2,189.84 
DHI D.R. Horton, Inc.
-0.59%
-$4.98 
NEWZ Stokes Ally AI-Driven US All Cap ETF
-0.59%
-$2.62 
DIS The Walt Disney Company
-0.57%
-$269.64 
BBJP JPMorgan BetaBuilders Japan Fund
-0.56%
-$58.05 
USMV iShares MSCI USA Min Vol Factor ETF
-0.56%
-$13.56 
HALO Halozyme Therapeutics Inc.
-0.55%
-$77.05 
TOL Toll Brothers Inc
-0.55%
-$3.65 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.54%
-$17,577.45 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.53%
-$19.2 
ACM Aecom
-0.53%
-$15.5 
INDA ISHARES MSCI INDIA ETF
-0.52%
-$22.5 
CFG Citizens Financial Group, Inc.
-0.5%
-$367.61 
PFG Principal Financial Group, Inc.
-0.5%
-$38.88 
EPI WisdomTree India Earnings Fund
-0.49%
-$7.79 
KD Kyndryl Holdings Inc.
-0.49%
-$0.65 
SBAR Simplify Barrier Income ETF
-0.49%
-$754.23 
VONV Vanguard Russell 1000 Value Index Fund
-0.48%
-$307.62 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$70 
ASMG Leverage Shares 2x Long ASML Daily ETF
-0.47%
-$48.55 
ROP Roper Technologies Inc.
-0.47%
-$66.79 
IWD iShares Russell 1000 Value ETF
-0.47%
-$42.35 
MA Mastercard Incorporated
-0.47%
-$303.98 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.47%
-$9.66 
AVUV Avantis U.S. Small Cap Value ETF
-0.47%
-$94.08 
XLV Health Care Select Sector SPDR Fund
-0.46%
-$53.46 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.45%
-$124.69 
SEDG SolarEdge Technologies Inc.
-0.45%
-$0.7 
DSMC Distillate Small/Mid Cash Flow ETF
-0.45%
-$1,800.24 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
-0.44%
-$816.7 
GLD SPDR Gold Shares
-0.44%
-$321.1 
PNR Pentair plc
-0.43%
-$3.22 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.43%
-$1.6 
AEM Agnico Eagle Mines Limited
-0.42%
-$3.18 
CSX CSX Corporation
-0.42%
-$97.78 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$261.12 
AXP American Express Company
-0.42%
-$65.5 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.41%
-$6.67 
AAAU Goldman Sachs Physical Gold ETF
-0.41%
-$0.17 
DFIN Donnelley Financial Solutions Inc.
-0.41%
-$2.1 
CAH Cardinal Health Inc.
-0.4%
-$38.76 
UNP Union Pacific Corporation
-0.4%
-$115 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.39%
-$2.8 
HEI Heico Corporation
-0.39%
-$18.15 
PFGC Performance Food Group Co.
-0.39%
-$19.38 
PHM PulteGroup Inc.
-0.39%
-$5.28 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.38%
-$2.69 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
-0.38%
-$221.19 
CAT Caterpillar Inc.
-0.38%
-$165.2 
NKE Nike, Inc. - Class B
-0.38%
-$5.32 
HYBB iShares BB Rated Corporate Bond ETF
-0.38%
-$54.4 
IAU iShares Gold Trust
-0.38%
-$5.9 
OUNZ VanEck Merk Gold Trust
-0.37%
-$165 
GDX VanEck Gold Miners ETF
-0.37%
-$97.5 
BAC Bank of America Corporation
-0.37%
-$7.41 
HRB H&R Block Inc.
-0.36%
-$13.82 
IPAC iShares Core MSCI Pacific ETF
-0.36%
-$12.9 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.36%
-$7,546.83 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.36%
-$154.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.35%
-$6.08 
LAZ Lazard Ltd.
-0.35%
-$24.37 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.34%
-$864.96 
CBXJ Calamos Bitcoin ETF
-0.34%
-$413.55 
ABT Abbott Laboratories
-0.33%
-$26.95 
XLI Industrial Select Sector SPDR Fund
-0.33%
-$14.85 
VIG Vanguard Dividend Appreciation ETF
-0.33%
-$32.39 
OLN Olin Corporation
-0.32%
-$0.45 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.32%
-$11.76 
HFRO Highland Opportunities and Income Fund
-0.32%
-$105.4 
SRLN SPDR Blackstone Senior Loan ETF
-0.31%
-$12.6 
BALT Inn Defined Wealth Shield Mutual Fund
-0.3%
-$260.93 
PHYS Sprott Physical Gold Trust
-0.3%
-$133.1 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.3%
-$0.31 
AGGH Simplify Aggregate Bond ETF
-0.29%
-$1,490.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$430.6 
SAIC Science Applications International Corporation Common Stock
-0.27%
-$0.73 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.27%
-$9.6 
AMGN Amgen Inc.
-0.27%
-$113.28 
IGLD FT Vest Gold Strategy Target Fund
-0.27%
-$1.16 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$5.04 
HIGH Simplify Enhanced Income ETF
-0.26%
-$9,996.91 
CW Curtiss-Wright Corporation
-0.26%
-$7.74 
CVS CVS Health Corporation
-0.25%
-$6.58 
CTAS Cintas Corporation
-0.25%
-$114.57 
LGOV First Trust Long Duration Opportunities ETF
-0.25%
-$28.3 
AES AES Corporation
-0.23%
-$1.61 
SPBO SPDR Portfolio Corporate Bond ETF
-0.23%
-$1.3 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.22%
-$11.11 
FCEF First Trust Income Opportunities ETF
-0.22%
-$0.8 
CELH Celsius Holdings Inc.
-0.21%
-$0.36 
BNDX Vanguard Total International Bond ETF
-0.21%
-$38.4 
COWZ Pacer US Cash Cows 100 ETF
-0.2%
-$372.01 
RING iShares MSCI Global Gold Miners ETF
-0.2%
-$55.02 
PH Parker-Hannifin Corporation
-0.18%
-$443.52 
MAS Masco Corporation
-0.18%
-$2.47 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.18%
-$18.75 
CNM Core & Main Inc.
-0.17%
-$2.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.16%
-$13.25 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.16%
-$15.28 
SSD Simpson Manufacturing Co., Inc.
-0.15%
-$1.08 
NXST Nexstar Media Group Inc.
-0.15%
-$0.75 
ASML ASML Holding N.V. New York Registry Shares
-0.14%
-$212.07 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.14%
-$2.77 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$137.41 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$25.61 
UNM Unum Group
-0.13%
-$44.4 
MBB iShares MBS ETF
-0.13%
-$2.42 
APD Air Products and Chemicals, Inc.
-0.13%
-$18.75 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.12%
-$8,305.62 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.12%
-$0.6 
FTSL First Trust Senior Loan ETF
-0.11%
-$1,793.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.11%
-$43 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$96.48 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.11%
-$1,482.85 
BMY Bristol-Myers Squibb Company
-0.11%
-$1.95 
JBND JPMorgan Active Bond ETF
-0.11%
-$2,280.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$426.64 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$31.14 
USRT iShares Core U.S. REIT ETF
-0.1%
-$0.42 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$1.5 
NXPI NXP Semiconductors N.V.
-0.09%
-$41.16 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$17.75 
SNA Snap-on Inc.
-0.08%
-$0.59 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$2.1 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.08%
-$480.92 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$130.35 
JCPB JPMorgan Core Plus Bond ETF
-0.08%
-$1,644.52 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,007.86 
TLT iShares 20+ Year Treasury Bond ETF
-0.07%
-$3.36 
VOE Vanguard Mid-Cap Value ETF
-0.07%
-$42.15 
COR Cencora, Inc.
-0.07%
-$0.98 
VNQ Vanguard Real Estate ETF
-0.07%
-$3.96 
VTV Vanguard Value ETF
-0.07%
-$101.77 
IEUR iShares Core MSCI Europe ETF
-0.06%
-$16.52 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.06%
-$0.37 
XLF Financial Select Sector SPDR Fund
-0.05%
-$1.5 
AAPL Apple Inc.
-0.05%
-$801.33 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$222.17 
VGK Vanguard FTSE Europe ETF
-0.04%
-$2.27 
TXN Texas Instruments Inc
-0.04%
-$0.77 
JSCP JPMorgan Short Duration Core Plus ETF
-0.03%
-$93.08 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.03%
-$1.48 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
-0.03%
-$31.78 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.03%
-$0.03 
TMHC Taylor Morrison Home Corporation
-0.03%
-$3.16 
GEV GE Vernova Inc.
-0.03%
-$1.47 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.03%
-$8.56 
XLRE The Real Estate Select Sector SPDR Fund
-0.02%
-$0.91 
CHDN Churchill Downs Incorporated
-0.01%
-$0.07 
JPIE JPMorgan Income ETF
-0.01%
-$16.58 
GVI iShares Intermediate Government Bond ETF
-0.01%
-$0.09 Events
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Dividends
Dividend Analysis
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| Trades 1570 | Longs Won 891/1570 56% | Profit Factor 0.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $590,277.87 |
| Average Win $17,881.65 | Best Trade (Oct 15) $2.82M | Sharpe Ratio -9.9 |
| Average Loss -$71,088.14 | Worst Trade (Oct 16) -$21.85M | Z-Score 6.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3d | Expectancy -$20,595.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,733 | 1,560 | 1,386 | 1,213 | 1,040 | 867 | 693 | 520 | 347 | 173 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $40.98 | - | $7.98 | 24.18% | -0.413% |
| AAL American Airlines Group Inc. | 6 | $67.44 | $71.43 | - | $3.99 | 5.92% | -3.054% |
| AAPL Apple Inc. | 4,579 | $1.01M | $1.57M | - | $555,831.34 | 55.07% | -0.051% |
| ABBV AbbVie Inc. | 58 | $10,860.87 | $16,532.32 | - | $5,671.45 | 52.22% | +0.579% |
| ABT Abbott Laboratories | 77 | $10,088.75 | $8,033.41 | - | -$2,055.34 | -20.37% | -0.334% |
| ACGL Arch Capital Group Ltd | 63 | $7,048.44 | $6,335.59 | - | -$712.85 | -10.11% | +1.264% |
| ACI Albertsons Companies, Inc. | 50 | $955 | $653.75 | - | -$301.25 | -31.54% | +0.345% |
| ACM Aecom | 50 | $5,643 | $2,939 | - | -$2,704 | -47.92% | -0.525% |
| ACN Accenture plc Class A | 8 | $2,869.7 | $1,806.64 | - | -$1,063.06 | -37.04% | +0.405% |
| ADBE Adobe Inc. | 48 | $25,560 | $11,742.72 | - | -$13,817.28 | -54.06% | -2.793% |
| ADI Analog Devices, Inc. | 50 | $11,508.5 | $19,923.5 | - | $8,415 | 73.12% | -1.357% |
| AEM Agnico Eagle Mines Limited | 4 | $476 | $747.06 | - | $271.06 | 56.95% | -0.424% |
| AES AES Corporation | 46 | $922.76 | $687.01 | - | -$235.75 | -25.55% | -0.234% |
| AFL Aflac Inc. | 23 | $2,479.04 | $2,742.4 | - | $263.36 | 10.62% | +1.004% |
| AG First Majestic Silver Corp | 200 | $1,654 | $3,172 | - | $1,518 | 91.78% | -1.429% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,491 | $445,535 | $428,059.66 | - | -$17,475.34 | -3.92% | -0.1% |
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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 - $7.61M, ProShares Ether ETF - $1.86M, FS KKR Capital Corp - $1.36M, USCF Gold Strategy Plus Income Fund - $1.15M, and Eagle Point Credit Company Inc - $1.13M. 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 - $26,293.26, Lennar Corporation - $15,200.14, and Distillate U.S. Fundamental Stability & Value ETF - $12,342.67. 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 $18.68M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $7.38M, Simplify Volatility Premium ETF - $1.66M, Eagle Point Credit Company Inc - $1.57M, USCF Gold Strategy Plus Income Fund - $1.14M, and FS KKR Capital Corp - $963,834.98. 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.
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