Katherine Stoner Portfolio
Invests via Empower Advisory Group, LLC | Managed by Stephanie Secor
Invests via Empower Advisory Group, LLC
Managed by Stephanie Secor
Automatically Tracked
Katherine Stoner Profile
Veteran private equity and operational leader focused on growth-stage technology and healthcare investments, Katherine Stoner leverages prior operating roles and board experience to source and scale portfolio companies. Known for driving commercial strategy, talent development and buy-and-build execution, she works across capital formation, M&A and governance with an emphasis on revenue expansion and margin improvement in software-enabled services.
Veteran private equity and operational leader focused on growth-stage technology and healthcare investments, Katherine Stoner leverages prior operating roles and board experience to source and scale portfolio companies. Known for driving commercial strategy, talent development and buy-and-build execution, she works across capital formation, M&A and governance with an emphasis on revenue expansion and margin improvement in software-enabled services.
Investment Philosophy & Strategy
Veteran operator-investor targeting growth-stage software-enabled healthcare and enterprise tech companies. Prioritizes revenue-centric value creation through go-to-market scaling, talent and leadership upgrades, and buy-and-build consolidation to expand margins and market share. Allocates capital into companies with validated product-market fit, recurring revenue and clear paths to unit-economics improvement, favoring active board governance and staged equity with performance-linked milestones. Time horizon is multi-year growth, risk-managed via operational intervention and disciplined follow-on reserve strategy.
Veteran operator-investor targeting growth-stage software-enabled healthcare and enterprise tech companies. Prioritizes revenue-centric value creation through go-to-market scaling, talent and leadership upgrades, and buy-and-build consolidation to expand margins and market share. Allocates capital into companies with validated product-market fit, recurring revenue and clear paths to unit-economics improvement, favoring active board governance and staged equity with performance-linked milestones. Time horizon is multi-year growth, risk-managed via operational intervention and disciplined follow-on reserve strategy.
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:
1.79%
Gain
Monthly
0.15%
Yearly
1.84%
Drawdown
29.53%
$41.06B
Equity
Holdings
$41.06B
Investment
$31.69B
$10.75B
Profit -$67.79M
Realized
$1.38B
Unrealized
$9.37B
Dividends
$2.45B
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$67.79M
Win %
76%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$5.08M
Win %
76%
This Month
Compared to last month
Gain
0.39%
Profit
$159.45M
Win %
76%
This Year
Compared to last year
Gain
6.47%
Profit
$2.5B
Win %
75%
ABT Abbott Laboratories
+10.41%
+$8.81M 
ODFL Old Dominion Freight Line, Inc.
+4.75%
+$18,450.94 
MCK McKesson Corporation
+4.67%
+$23,367.88 
GIS General Mills, Inc.
+4.59%
+$305,253.81 
VRSK Verisk Analytics Inc.
+4.2%
+$2.44M 
WK Workiva Inc.
+4.06%
+$18,831.41 
SYK Stryker Corporation
+4.05%
+$2.12M 
GWRE GUIDEWIRE SOFTWARE INC
+3.99%
+$20,874.81 
WM Waste Management, Inc.
+3.96%
+$4.57M 
CHRW C.H. Robinson Worldwide, Inc.
+3.88%
+$22,872.76 
ORLY O'Reilly Automotive Inc.
+3.83%
+$10,792.65 
UNH UnitedHealth Group Incorporated
+3.73%
+$6.91M 
BSX Boston Scientific Corporation
+3.65%
+$86,668.71 
PLD Prologis Inc.
+3.6%
+$7,879.32 
ITW Illinois Tool Works Inc.
+3.58%
+$3.76M 
INTU Intuit Inc.
+3.51%
+$67,797.51 
MDT Medtronic plc
+3.44%
+$11,766.96 
MRK Merck & Co., Inc.
+3.39%
+$707,318.95 
VLO Valero Energy Corporation
+3.33%
+$5.83M 
UNP Union Pacific Corporation
+3.3%
+$30,920.96 
PAYX Paychex Inc.
+3.29%
+$8,515.12 
UPS United Parcel Service, Inc.
+3.21%
+$4.17M 
BHRB Burke & Herbert Financial Services Corp.
+3.2%
+$20,926.33 
GGG Graco Inc.
+3.18%
+$43,799.93 
ADP Automatic Data Processing Inc.
+3.17%
+$48,819.21 
ABBV AbbVie Inc.
+3.17%
+$3.98M 
SBUX Starbucks Corporation
+3.07%
+$3.99M 
XYL Xylem Inc.
+3.07%
+$306,746.3 
NKE Nike, Inc. - Class B
+3.06%
+$1.06M 
FNF Fidelity National Financial, Inc.
+3.05%
+$8,430.3 
COR Cencora, Inc.
+2.98%
+$7,111.38 
PM Philip Morris International Inc.
+2.98%
+$23,387.21 
WTRG Essential Utilities Inc.
+2.98%
+$2.04M 
AWK American Water Works Company, Inc.
+2.93%
+$270,170.15 
AZO AutoZone Inc.
+2.91%
+$9,521.6 
ACN Accenture plc Class A
+2.9%
+$22,407.08 
KHC The Kraft Heinz Company
+2.9%
+$1.91M 
CL Colgate-Palmolive Company
+2.86%
+$363,760.8 
MKC McCormick & Company, Incorporated
+2.85%
+$12,235.1 
PSX Phillips 66
+2.84%
+$7,541.78 
IDXX IDEXX Laboratories, Inc.
+2.83%
+$12,308.58 
MPC Marathon Petroleum Corporation
+2.83%
+$26,843.61 
CSX CSX Corporation
+2.82%
+$24,829.6 
TMUS T-Mobile US, Inc.
+2.82%
+$2.14M 
VZ Verizon Communications Inc.
+2.81%
+$2.6M 
GBCI Glacier Bancorp Inc.
+2.8%
+$10,307.3 
AMGN Amgen Inc.
+2.79%
+$3.43M 
NFG National Fuel Gas Company
+2.77%
+$6,660 
NSC Norfolk Southern Corporation
+2.77%
+$13,262.33 
MRSH Marsh & McLennan Companies, Inc.
+2.77%
+$17,763.2 
GRMN Garmin Ltd.
+2.73%
+$6,745.2 
WELL Welltower Inc.
+2.73%
+$7,599.81 
INFY Infosys Limited
+2.67%
+$4,153.6 
PYPL PayPal Holdings Inc
+2.67%
+$24,908.4 
AON Aon plc
+2.66%
+$12,572.34 
ADSK Autodesk, Inc.
+2.66%
+$45,132.15 
WPC W. P. Carey Inc.
+2.63%
+$5,825.4 
WTW Willis Towers Watson Public Limited Company
+2.62%
+$29,792.84 
TJX The TJX Companies, Inc.
+2.61%
+$556,355.58 
CRM Salesforce Inc
+2.59%
+$1.68M 
MCD McDonald's Corporation
+2.58%
+$86,262.05 
AJG Arthur J. Gallagher & Co.
+2.57%
+$18,304.08 
ISRG Intuitive Surgical, Inc.
+2.56%
+$18,726.96 
RPM RPM International Inc.
+2.55%
+$7,305.37 
PEP PepsiCo, Inc.
+2.54%
+$1.95M 
T AT&T Inc.
+2.5%
+$2.28M 
CHMG Chemung Financial Corp.
+2.49%
+$14,360.22 
KR Kroger Co.
+2.48%
+$232,806 
PPG PPG Industries Inc.
+2.47%
+$226,295.7 
SCI Service Corporation International
+2.43%
+$6,715.88 
POOL Pool Corporation
+2.41%
+$7,076.11 
FAST Fastenal Co.
+2.4%
+$8,655.69 
GIB CGI Inc.
+2.37%
+$14,475.24 
MA Mastercard Incorporated
+2.36%
+$5.1M 
CMCSA Comcast Corp
+2.34%
+$1.78M 
KO The Coca-Cola Company
+2.33%
+$2.53M 
MNST Monster Beverage Corporation
+2.29%
+$3.21M 
MO Altria Group, Inc.
+2.27%
+$9,912 
UVSP Univest Financial Corporation
+2.26%
+$8,175.91 
EMN Eastman Chemical Company
+2.25%
+$1.52M 
XLP Consumer Staples Select Sector SPDR Fund
+2.24%
+$8,648.75 
VEEV Veeva Systems Inc.
+2.24%
+$1.17M 
COST Costco Wholesale Corporation
+2.21%
+$3.84M 
HDV iShares Core High Dividend ETF
+2.21%
+$4,928.8 
MTB M&T Bank Corporation
+2.19%
+$8,970.56 
EXPD Expeditors International of Washington, Inc.
+2.15%
+$314,760.36 
AKRE Akre Focus ETF
+2.11%
+$24,011.62 
XLV Health Care Select Sector SPDR Fund
+2.11%
+$18,824.24 
VDC VANGUARD CONSUMER STAPLES ETF
+2.09%
+$1.14M 
LOW Lowe's Companies Inc.
+2.09%
+$317,979.37 
MAS Masco Corporation
+2.08%
+$1.84M 
SYY Sysco Corporation
+2.08%
+$1.9M 
OKE ONEOK, Inc.
+2.05%
+$9,920.35 
SHOP Shopify Inc.
+2.04%
+$35,776.44 
DOV Dover Corporation
+2.03%
+$7,037.77 
TFC Truist Financial Corporation
+2.01%
+$6,877.28 
KMB Kimberly-Clark Corporation
+1.98%
+$1.03M 
ADBE Adobe Inc.
+1.97%
+$8,567.64 
SCHD Schwab U.S. Dividend Equity ETF
+1.93%
+$24,830.62 
WMT Walmart Inc.
+1.88%
+$5.63M 
BCPC Balchem Corporation
+1.84%
+$386,239.23 
SCHH Schwab U.S. REIT ETF
+1.81%
+$26,102.61 
HALO Halozyme Therapeutics Inc.
+1.79%
+$4,501.6 
SDY SPDR S&P Dividend ETF
+1.79%
+$5,801.25 
V Visa Inc. Class A
+1.79%
+$101,650.64 
FHLC Fidelity MSCI Health Care Index ETF
+1.77%
+$4,396.66 
J Jacobs Solutions Inc.
+1.77%
+$4,119.71 
MSCI MSCI Inc.
+1.75%
+$4,254.9 
VHT Vanguard Health Care ETF
+1.74%
+$170,525.29 
UL Unilever PLC Sponsored American Depositary Receipt
+1.73%
+$4,573.9 
LLY Eli Lilly and Company
+1.72%
+$5.17M 
DIS The Walt Disney Company
+1.67%
+$2.48M 
BMY Bristol-Myers Squibb Company
+1.67%
+$7,095.2 
MCO Moody's Corporation
+1.66%
+$11,962.86 
VNQ Vanguard Real Estate ETF
+1.64%
+$27.01M 
CVX Chevron Corporation
+1.61%
+$2.55M 
CHD Church & Dwight Co., Inc.
+1.61%
+$3,879.72 
CTVA Corteva Inc.
+1.6%
+$5,630.02 
PG Procter & Gamble Co
+1.59%
+$2.5M 
HD The Home Depot, Inc.
+1.59%
+$2.06M 
DE Deere & Company
+1.57%
+$261,357.25 
MQ Marqeta, Inc. Class A
+1.53%
+$1,673.47 
TGT Target Corporation
+1.51%
+$1.49M 
MTCH Match Group, Inc.
+1.5%
+$1.33M 
XOM Exxon Mobil Corporation
+1.49%
+$3.77M 
REET iShares Global REIT ETF
+1.49%
+$3,341.16 
DFAT Dimensional US Targeted Value ETF
+1.47%
+$9,935.38 
AFL Aflac Inc.
+1.45%
+$6,109.25 
SHW The Sherwin-Williams Company
+1.44%
+$1.38M 
CB Chubb Limited
+1.42%
+$7,198.68 
MKL Markel Group Inc.
+1.42%
+$2,915.75 
COF Capital One Financial Corporation
+1.41%
+$15,859.2 
CVS CVS Health Corporation
+1.41%
+$18,337.43 
COKE Coca-Cola Consolidated Inc.
+1.38%
+$4,753 
ET Energy Transfer L.P.
+1.38%
+$6,447.37 
USB U.S. Bancorp
+1.36%
+$4,740.98 
CAH Cardinal Health Inc.
+1.36%
+$3,772.85 
ADM Archer-Daniels-Midland Co
+1.33%
+$1.87M 
PFE Pfizer Inc.
+1.33%
+$1.86M 
COWZ Pacer US Cash Cows 100 ETF
+1.31%
+$2,771.16 
DLB Dolby Laboratories Inc.
+1.3%
+$3,129.6 
ECL Ecolab Inc.
+1.28%
+$2.16M 
GVA Granite Construction Incorporated
+1.25%
+$395,754.84 
PH Parker-Hannifin Corporation
+1.25%
+$16,876.46 
AM Antero Midstream Corporation
+1.25%
+$3,080 
ED Consolidated Edison, Inc.
+1.24%
+$142,121.06 
DHR Danaher Corporation
+1.23%
+$4,087.85 
VDE Vanguard Energy ETF
+1.23%
+$494,900 
HIG The Hartford Insurance Group, Inc.
+1.23%
+$2,526.13 
DUK Duke Energy Corporation
+1.23%
+$2.07M 
EOG EOG Resources, Inc.
+1.22%
+$880,462.6 
XLE Energy Select Sector SPDR Fund
+1.22%
+$9,605.49 
KKR KKR & Co. Inc.
+1.21%
+$438,471.66 
IBM International Business Machines Corporation
+1.21%
+$28,486.16 
RS Reliance Inc.
+1.19%
+$178,780.52 
XEL Xcel Energy Inc.
+1.19%
+$139,324.92 
DLTR Dollar Tree, Inc.
+1.17%
+$1.43M 
KMI Kinder Morgan, Inc.
+1.17%
+$1.07M 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.16%
+$2,932.65 
PNW Pinnacle West Capital Corporation
+1.16%
+$1.1M 
MAR Marriott International Inc. - Class A
+1.16%
+$189,062.79 
GILD Gilead Sciences Inc.
+1.12%
+$8,946.48 
IWN iShares Russell 2000 Value ETF
+1.11%
+$5,869.56 
MSI Motorola Solutions, Inc.
+1.11%
+$4,027.25 
MSFT Microsoft Corp.
+1.11%
+$4.92M 
SONO Sonos Inc.
+1.09%
+$1,817.55 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$13,148.22 
UBER Uber Technologies, Inc.
+1.07%
+$13,916.54 
JNJ Johnson & Johnson
+1.05%
+$2.34M 
NVS Novartis AG Sponsored ADR
+1.05%
+$3,021 
PPL PPL Corporation
+1.05%
+$998,637.37 
SO The Southern Company
+1.04%
+$1.56M 
APD Air Products and Chemicals, Inc.
+1.03%
+$1.18M 
COP ConocoPhillips
+1%
+$988,171.52 
ES Eversource Energy
+0.99%
+$931,539.13 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$3,646.78 
AAPL Apple Inc.
+0.97%
+$6.67M 
AZN AstraZeneca PLC American Depositary Shares
+0.93%
+$9,247.68 
SHEL Shell plc
+0.9%
+$6,144.48 
D Dominion Energy, Inc.
+0.9%
+$649,495.68 
EVRG Evergy Inc.
+0.89%
+$812,022 
TRV The Travelers Companies, Inc.
+0.89%
+$8,281.09 
AIZ Assurant Inc.
+0.86%
+$4,895.05 
FERG Ferguson Enterprises Inc
+0.85%
+$2,838.77 
LZ LegalZoom.com, Inc.
+0.83%
+$3,672.5 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.82%
+$3,209.12 
VMC Vulcan Materials Company
+0.79%
+$683,805.72 
IWS iShares Russell Mid-Cap Value ETF
+0.77%
+$2,045.72 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$56,940.78 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$6,328.75 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$1,964.88 
IUSV iShares Core S&P U.S. Value ETF
+0.74%
+$1,686.56 
IWD iShares Russell 1000 Value ETF
+0.74%
+$5,453.76 
MMM 3M Company
+0.73%
+$8,722.63 
WFC Wells Fargo & Company
+0.73%
+$74,288.01 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$4,152.48 
VRTX Vertex Pharmaceuticals Incorporated
+0.68%
+$1,758.11 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.67%
+$1,600.8 
MTD Mettler-Toledo International Inc.
+0.67%
+$1,642.38 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$1,641.64 
VCR Vanguard Consumer Discretionary ETF
+0.67%
+$124,414.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$897,941.16 
SNOW Snowflake Inc.
+0.63%
+$302,485.32 
DHI D.R. Horton, Inc.
+0.6%
+$3,201.89 
EMR Emerson Electric Co.
+0.59%
+$5,307.12 
NYT New York Times Co.
+0.59%
+$1,547.27 
AEP American Electric Power Company, Inc.
+0.59%
+$679,184.74 
HON Honeywell International Inc.
+0.58%
+$338,549.53 
DFAS Dimensional U.S. Small Cap ETF
+0.57%
+$3,412.74 
LMT Lockheed Martin Corporation
+0.56%
+$60,955.95 
PANW Palo Alto Networks, Inc.
+0.56%
+$113,292.73 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$18,188.28 
WMB The Williams Companies, Inc.
+0.54%
+$405,686 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.52%
+$3,381.51 
MELI MercadoLibre, Inc.
+0.52%
+$5,977.92 
AMZN Amazon.com Inc
+0.52%
+$2.81M 
VG Venture Global Inc.
+0.51%
+$969.87 
AXP American Express Company
+0.51%
+$18,411.36 
AMP Ameriprise Financial, Inc.
+0.51%
+$1,212.58 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$1,683.63 
LIN Linde plc
+0.49%
+$851,665.11 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$49,479.59 
BX Blackstone Inc.
+0.47%
+$1,272.6 
LUV Southwest Airlines Co.
+0.47%
+$3,946.8 
BRP BRP Inc.
+0.46%
+$3,420.9 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$1,144.92 
BILL Bill Holdings Inc.
+0.43%
+$4,105.9 
BIP Brookfield Infrastructure Partners L.P.
+0.43%
+$1,166.71 
GD General Dynamics Corporation
+0.4%
+$2,400.67 
LDOS Leidos Holdings Inc.
+0.4%
+$1,637.44 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$2,488.35 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.36%
+$1,663.97 
NMFC New Mountain Finance Corporation
+0.35%
+$555.15 
VTV Vanguard Value ETF
+0.34%
+$14,727 
CARR Carrier Global Corporation
+0.34%
+$1,329.87 
PRF Invesco FTSE RAFI US 1000 ETF
+0.32%
+$1,367.62 
MDY SPDR S&P MidCap 400 ETF Trust
+0.31%
+$754.72 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$2,778.37 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$6,006.88 
XLC Communication Services Select Sector SPDR Fund
+0.29%
+$1,443.09 
OC Owens Corning
+0.29%
+$1,391.95 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.28%
+$1,481.3 
SRE Sempra
+0.24%
+$268,635.84 
AMT American Tower Corporation
+0.23%
+$597.72 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$1,210 
IWR iShares Russell Mid-Cap ETF
+0.2%
+$1,791.02 
VB Vanguard Small-Cap ETF
+0.19%
+$18,356.01 
BLK BlackRock, Inc.
+0.18%
+$20,122.42 
ALL Allstate Corporation
+0.18%
+$491.92 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$987.27 
XLF Financial Select Sector SPDR Fund
+0.13%
+$877.35 
DOW Dow Inc.
+0.12%
+$86,310.18 
VPU Vanguard Utilities ETF
+0.1%
+$76,506 
NEE NextEra Energy, Inc.
+0.1%
+$189,763.2 
GOOGL Alphabet Inc
+0.1%
+$33,039.89 
GOOG Alphabet Inc
+0.1%
+$521,279.49 
DAL Delta Air Lines, Inc.
+0.07%
+$401.34 
EA Electronic Arts Inc.
+0.05%
+$164.6 
SCHW Charles Schwab Corporation
+0.03%
+$5,734.51 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$69,356.43 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$43.77 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$35.75 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$39.65 
NOC Northrop Grumman Corporation
+0.01%
+$38.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$162 
IWM iShares Russell 2000 ETF
+0.01%
+$128,861.26 
AES AES Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
FSSL
0%
$0 
MASI Masimo Corporation
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SPSK SP Funds Dow Jones Global Sukuk ETF
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-11.72%
-$135,320.89 
BE Bloom Energy Corporation
-11.49%
-$51,966.39 
NVTS Navitas Semiconductor Corporation
-10.7%
-$15,665.44 
BB BlackBerry Ltd.
-10.38%
-$22,432.6 
GLW Corning Incorporated
-10.1%
-$885,053.1 
WDC Western Digital Corporation
-9.6%
-$42,481.74 
STX Seagate Technology Holdings plc
-8.78%
-$283,599.07 
AGX Argan Inc.
-8.12%
-$25,422.46 
LITE Lumentum Holdings Inc.
-6.88%
-$17,581.4 
ONTO Onto Innovation Inc.
-6.38%
-$106,274.8 
VST Vistra Corp
-6.38%
-$3.86M 
MU Micron Technology, Inc.
-6.35%
-$221,754.96 
ATRO Astronics Corporation
-5.92%
-$31,567.64 
INTC Intel Corporation
-5.49%
-$332,253.9 
AMD Advanced Micro Devices, Inc.
-5.46%
-$854,205.56 
GE General Electric Company
-5.19%
-$7.57M 
RIVN Rivian Automotive, Inc.
-5.14%
-$19,968.04 
KTOS Kratos Defense & Security Solutions, Inc.
-5.01%
-$10,228.92 
HOOD Robinhood Markets, Inc.
-5.01%
-$2.23M 
ORCL Oracle Corporation
-4.91%
-$449,468.5 
ALB Albemarle Corporation
-4.86%
-$3.63M 
IBKR Interactive Brokers Group Inc.
-4.77%
-$5.14M 
ETN Eaton Corporation plc
-4.77%
-$20,545.92 
FCX Freeport-McMoRan Inc.
-4.74%
-$4.86M 
SOXX iShares Semiconductor ETF
-4.62%
-$25,255.4 
LRCX Lam Research Corporation
-4.56%
-$435,504.79 
GS The Goldman Sachs Group, Inc.
-4.31%
-$4.93M 
HPE Hewlett Packard Enterprise Company
-4.26%
-$20,680.76 
CI The Cigna Group
-4.19%
-$179,857.48 
TXN Texas Instruments Inc
-4.08%
-$80,376.6 
MS Morgan Stanley
-3.9%
-$57,145.15 
SMH VanEck Semiconductor ETF
-3.83%
-$17,296.96 
NEM Newmont Corporation
-3.75%
-$5.2M 
QCOM QUALCOMM Incorporated
-3.68%
-$101,746.71 
Q Qnity Electronics Inc.
-3.66%
-$25,290.8 
AVGO Broadcom Inc.
-3.58%
-$6.25M 
SANM Sanmina Corporation
-3.52%
-$44,077.34 
CSCO Cisco Systems, Inc.
-3.35%
-$189,057 
DELL Dell Technologies Inc.
-3.31%
-$84,141.24 
SIVR abrdn Physical Silver Shares ETF
-3.19%
-$27,548.5 
CAT Caterpillar Inc.
-3.18%
-$5M 
SLV iShares Silver Trust
-3.17%
-$9,943.24 
HWM Howmet Aerospace Inc.
-3.12%
-$8,554.32 
CMI Cummins Inc.
-3.1%
-$27,044.95 
ORA Ormat Technologies Inc.
-3.09%
-$781,605.18 
ELV Elevance Health, Inc.
-2.97%
-$31,520.76 
ANET Arista Networks, Inc.
-2.97%
-$65,223.9 
CPNG Coupang Inc.
-2.9%
-$18,945.08 
SCCO Southern Copper Corporation
-2.89%
-$3.58M 
MTUM iShares MSCI USA Momentum Factor ETF
-2.84%
-$16,046.45 
GEV GE Vernova Inc.
-2.82%
-$423,104.5 
QLD ProShares Ultra QQQ
-2.79%
-$22,261.76 
NVDA NVIDIA Corporation
-2.77%
-$17.01M 
UBS UBS Group AG
-2.76%
-$13,885.51 
VSAT Viasat Inc.
-2.68%
-$16,597.98 
APP AppLovin Corporation Class A Common Stock
-2.67%
-$196,692.72 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.62%
-$10,389.4 
IXN iShares Global Tech ETF
-2.59%
-$16,267.09 
NTAP NetApp, Inc.
-2.51%
-$25,746.82 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.5%
-$40,383.84 
CEG Constellation Energy Corporation
-2.49%
-$2.28M 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$87,315.59 
KLAC KLA Corporation
-2.4%
-$56,002.1 
FXL First Trust Technology AlphaDEX Fund
-2.37%
-$9,682.08 
AMAT Applied Materials, Inc.
-2.33%
-$67,498.17 
VGT Vanguard Information Technology ETF
-2.16%
-$166,844.16 
FTEC Fidelity MSCI Information Technology Index ETF
-2.15%
-$12,022.13 
NEXT NextDecade Corporation
-2.1%
-$2,971.04 
SPOT Spotify Technology S.A.
-2.1%
-$17,901.02 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$6,960.48 
ESGE iShares ESG Aware MSCI EM ETF
-2.07%
-$5.67M 
VPL Vanguard FTSE Pacific ETF
-2.04%
-$6,906.9 
CDNS Cadence Design Systems, Inc.
-2.02%
-$17,100.27 
SLQT SelectQuote, Inc.
-1.95%
-$3,757.22 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$54,010.51 
IYW iShares U.S. Technology ETF
-1.92%
-$20,773.88 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.89%
-$3,081.04 
C Citigroup Inc.
-1.86%
-$277,576.93 
BNY BlackRock New York Municipal Income Trust
-1.85%
-$5,932.71 
DKNG DraftKings Inc.
-1.82%
-$767,804.86 
UI Ubiquiti Inc.
-1.77%
-$3,586.39 
JCI Johnson Controls International plc
-1.73%
-$7,308.73 
GLD SPDR Gold Shares
-1.73%
-$51,440 
SGOL abrdn Physical Gold Shares ETF
-1.71%
-$9,240 
IAU iShares Gold Trust
-1.68%
-$6.92M 
GLDM SPDR Gold MiniShares Trust
-1.66%
-$7.91M 
FTNT Fortinet Inc.
-1.6%
-$2.69M 
META Meta Platforms Inc Class A
-1.52%
-$5.8M 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.51%
-$4,988.83 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$55,941.36 
TSLA Tesla, Inc.
-1.47%
-$3.82M 
VEXC Vanguard Emerging Markets Ex-China ETF
-1.45%
-$4,654.65 
DASH DoorDash, Inc.
-1.41%
-$1.36M 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$192,659.24 
IWP iShares Russell Mid-Cap Growth ETF
-1.36%
-$4,009.09 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$19,740.65 
EBAY eBay Inc.
-1.28%
-$6,847.2 
VOT Vanguard Mid-Cap Growth ETF
-1.27%
-$4,465 
VOOG Vanguard S&P 500 Growth ETF
-1.25%
-$9,528.48 
MDB MongoDB Inc.
-1.24%
-$108,573.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$6,109.92 
IUSG iShares Core S&P U.S. Growth ETF
-1.2%
-$10,373.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$19,580.55 
VBK Vanguard Small-Cap Growth ETF
-1.18%
-$6,925.87 
CACI Caci International Inc.
-1.17%
-$10,381.49 
BKR Baker Hughes Company
-1.17%
-$1.5M 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$24.52M 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.15%
-$3,373.95 
AVR Anteris Technologies Ltd.
-1.15%
-$10,108.2 
RCL Royal Caribbean Group
-1.14%
-$6,866.46 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.11%
-$6,922.15 
TT Trane Technologies plc
-1.1%
-$8,437.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$8.5M 
IXUS iShares Core International Stock ETF
-1.08%
-$2,496.72 
RTX RTX Corporation
-1.08%
-$1M 
SCHF Schwab International Equity ETF
-1.07%
-$54.78M 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$23,080.37 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$3,082.96 
VEU Vanguard FTSE All-World ex-US ETF
-1.02%
-$207,342.2 
VSGX Vanguard ESG International Stock ETF
-1.01%
-$5,392.98 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.01%
-$2,760.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$147,374.7 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$4,741 
LMND Lemonade Inc.
-0.98%
-$4,195.1 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$7,262.5 
TEL TE Connectivity plc
-0.97%
-$7,263.75 
LHX L3Harris Technologies, Inc.
-0.97%
-$1.1M 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.95%
-$3,996.14 
VUG Vanguard Growth ETF
-0.94%
-$64,354.95 
BA Boeing Company
-0.94%
-$729,624.36 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.92%
-$3,049.13 
IBIT iShares Bitcoin Trust
-0.87%
-$14,569.6 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.84%
-$5M 
CPSS Consumer Portfolio Services Inc.
-0.83%
-$5,004.64 
WRB W.R. Berkley Corporation
-0.82%
-$6,209.43 
SCHC Schwab International Small-Cap Equity ETF
-0.82%
-$2,641.2 
GBTC Grayscale Bitcoin Trust ETF
-0.81%
-$6,019.62 
ARKB Ark 21Shares Bitcoin ETF
-0.81%
-$1,687 
BITB Bitwise Bitcoin ETF
-0.79%
-$1,921.36 
SCHA Schwab U.S. Small-Cap ETF
-0.78%
-$9.96M 
XLG Invesco S&P 500 Top 50 ETF
-0.78%
-$3,100.12 
EFA iShares MSCI EAFE ETF
-0.77%
-$8,681.92 
CRWD CrowdStrike Holdings, Inc.
-0.76%
-$19,067.44 
IRM Iron Mountain Inc.
-0.76%
-$2,025.7 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.74%
-$4.22M 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$24,755.12 
FNDF Schwab Fundamental International Large Company Index ETF
-0.73%
-$2,702.31 
PLTR Palantir Technologies Inc.
-0.72%
-$14,579.52 
DD DuPont de Nemours, Inc.
-0.72%
-$384,805.17 
CMG Chipotle Mexican Grill, Inc.
-0.68%
-$540,127.99 
SLB Schlumberger Limited
-0.67%
-$1,898.56 
BKNG Booking Holdings Inc.
-0.67%
-$111,719.25 
TD The Toronto-Dominion Bank
-0.64%
-$1,724 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.64%
-$5,368.55 
PEG Public Service Enterprise Group Incorporated
-0.64%
-$71,199.06 
PGR Progressive Corporation
-0.62%
-$557,490.63 
SCHM Schwab U.S. Mid-Cap ETF
-0.61%
-$1,941.23 
CSQ Calamos Strategic Total Return Fund
-0.6%
-$2,301.12 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$5,486.07 
YUM Yum! Brands, Inc.
-0.56%
-$2,164.1 
JPM JPMorgan Chase & Co.
-0.54%
-$1.61M 
F Ford Motor Company
-0.53%
-$1,741.72 
DFIV Dimensional International Value ETF
-0.53%
-$1,403.9 
EFV iShares MSCI EAFE Value ETF
-0.51%
-$1,343.79 
GTN Gray Television, Inc.
-0.49%
-$236.46 
ESGU iShares ESG Aware MSCI USA ETF
-0.49%
-$410,473.12 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.47%
-$1,417.02 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.47%
-$2,238.99 
MGC Vanguard Mega Cap ETF
-0.45%
-$1,724.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$7,946.26 
IBB iShares Biotechnology ETF
-0.42%
-$1,067.2 
ESGV Vanguard ESG U.S. Stock ETF
-0.42%
-$3,951.36 
DFUS Dimensional U.S. Equity Market ETF
-0.41%
-$2,025.38 
BN Brookfield Corporation
-0.41%
-$1,617.3 
IVV iShares Core S&P 500 ETF
-0.38%
-$60,650.22 
VIS Vanguard Industrials ETF
-0.38%
-$54,253.36 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$62,136 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$689,979.06 
VOO Vanguard S&P 500 ETF
-0.38%
-$45,927.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$70,066.82 
SUSA iShares MSCI USA ESG Select ETF
-0.37%
-$1,426 
TWLO Twilio Inc.
-0.37%
-$2,828.28 
VGK Vanguard FTSE Europe ETF
-0.36%
-$1,633.78 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$47,352.69 
PBUS Invesco MSCI USA ETF
-0.34%
-$19,425.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1.63M 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$1,759.06 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$4,724.64 
IWB iShares Russell 1000 ETF
-0.31%
-$568,688.31 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$964.11 
VXF Vanguard Extended Market ETF
-0.29%
-$8,977.47 
CSM ProShares Large Cap Core Plus
-0.28%
-$1,704.05 
XLI Industrial Select Sector SPDR Fund
-0.28%
-$2,242 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$2.25M 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.26%
-$475 
VOX Vanguard Communication Services ETF
-0.25%
-$118,452.51 
CMF iShares California Muni Bond ETF
-0.25%
-$5,568.16 
EW Edwards Lifesciences Corporation
-0.23%
-$173,343.8 
BNDX Vanguard Total International Bond ETF
-0.22%
-$920,761.59 
BUFF Innovator Laddered Allocation Fund
-0.21%
-$485.43 
RY Royal Bank of Canada
-0.2%
-$1,174.76 
NYF iShares New York Muni Bond ETF
-0.2%
-$2,339.93 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.2%
-$351.8 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.19%
-$1,649.23 
IAGG iShares International Aggregate Bond Fund
-0.19%
-$1,065.59 
NUE Nucor Corporation
-0.16%
-$254,869.32 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$3,632.89 
MUB iShares National Muni Bond ETF
-0.14%
-$463.27 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,172.92 
BGRN iShares USD Green Bond ETF
-0.13%
-$66,058.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$796.83 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$16,053.9 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.12%
-$691,228.15 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$240.47 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.11%
-$1,000.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.1%
-$584.8 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$1.33M 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$488.7 
BP BP p.l.c. Sponsored ADR
-0.09%
-$219.21 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.09%
-$1.18M 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.08%
-$444.39 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.08%
-$510,036.28 
VO Vanguard Mid-Cap ETF
-0.07%
-$3,063.42 
MBB iShares MBS ETF
-0.07%
-$158.86 
ROK Rockwell Automation, Inc.
-0.07%
-$487.68 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.07%
-$712,248.01 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$225.9 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$140.76 
BAC Bank of America Corporation
-0.06%
-$70,126.7 
NFLX Netflix, Inc.
-0.05%
-$73,672.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$2,450.52 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$789,091.45 
VAW Vanguard Materials ETF
-0.04%
-$32,655.3 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$96.75 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$63.49 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.01%
-$50.96 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6004 | Longs Won 4316/6004 71% | Profit Factor 10.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $24.58M |
| Average Win $2.75M | Best Trade (Jul 13) $1.43B | Sharpe Ratio -11.85 |
| Average Loss -$670,521.96 | Worst Trade (Jul 13) -$63.87M | Z-Score 26.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $1.79M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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