DI
David Izzi Portfolio
Invests via Brown, LISLE/CUMMINGS Inc. | Managed by David Izzi
Invests via Brown, LISLE/CUMMINGS Inc.
Managed by David Izzi
Automatically Tracked
David Izzi Profile
With a robust track record in corporate development, David Izzi has distinguished himself as a prominent figure in driving strategic initiatives and transformative growth. His career spans multiple sectors, where he has successfully navigated complex transactions and enhanced operational efficiencies for various organizations. Having held key leadership positions, he leverages his extensive experience to foster collaboration across departments and implement innovative solutions that align with market trends. David's keen understanding of business dynamics positions him effectively within competitive landscapes, making him an influential player in capital markets.
With a robust track record in corporate development, David Izzi has distinguished himself as a prominent figure in driving strategic initiatives and transformative growth. His career spans multiple sectors, where he has successfully navigated complex transactions and enhanced operational efficiencies for various organizations. Having held key leadership positions, he leverages his extensive experience to foster collaboration across departments and implement innovative solutions that align with market trends. David's keen understanding of business dynamics positions him effectively within competitive landscapes, making him an influential player in capital markets.
Investment Philosophy & Strategy
David Izzi's investment decisions are informed by his extensive corporate development experience and a commitment to transformative growth. He is particularly adept at identifying strategic opportunities that align with evolving market dynamics, utilizing operational efficiencies to drive value creation. His focus on collaboration allows for integrated approaches across functions, fostering innovation in capital deployment. By leveraging analytical insights and competitive positioning, he pursues avenues where risk can be mitigated while still capturing substantial upside potential.
David Izzi's investment decisions are informed by his extensive corporate development experience and a commitment to transformative growth. He is particularly adept at identifying strategic opportunities that align with evolving market dynamics, utilizing operational efficiencies to drive value creation. His focus on collaboration allows for integrated approaches across functions, fostering innovation in capital deployment. By leveraging analytical insights and competitive positioning, he pursues avenues where risk can be mitigated while still capturing substantial upside potential.
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:
77.65%
Gain +4.11%
Monthly
0.9%
Yearly
11.31%
Drawdown
22.71%
$439.9M
Equity
Holdings
$439.9M
Investment
$314.02M
$116.65M
Profit +$10.57M
Realized
-$9.24M
Unrealized
$125.89M
Dividends
$24.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.11%
Profit
$10.57M
Win %
75%
This Week
Compared To Last Week
Gain
3.15%
Profit
$13.44M
Win %
75%
This Month
Compared to last month
Gain
3.58%
Profit
$15.22M
Win %
75%
This Year
Compared to last year
Gain
10.58%
Profit
$42.07M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$1.95M 
MSA Msa Safety Inc.
+9.13%
+$123,777.92 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$329.55 
ETN Eaton Corporation plc
+7.32%
+$13,617.11 
GOOG Alphabet Inc
+6.88%
+$702,169.93 
GOOGL Alphabet Inc
+6.73%
+$1.2M 
VRT Vertiv Holdings Co
+6.18%
+$340,311.33 
ANET Arista Networks, Inc.
+5.46%
+$1,399.5 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$77.09 
FTNT Fortinet Inc.
+4.99%
+$77 
SOLS Sollensys Corp
+4.84%
+$9,290.76 
CBOE Cboe Global Markets Inc.
+4.62%
+$13.71 
APO Apollo Global Management, Inc.
+4.44%
+$85.44 
SNPS Synopsys, Inc.
+4.41%
+$82.15 
LPLA LPL Financial Holdings Inc.
+4.28%
+$101.71 
ZM Zoom Video Communications, Inc.
+4.06%
+$843.75 
YUMC Yum China Holdings Inc.
+3.68%
+$3,505.5 
FFIV F5 Inc.
+3.56%
+$27.64 
CNX CNX Resources Corporation
+3.44%
+$3,867.5 
BIDU Baidu Inc.
+3.38%
+$181.5 
TWLO Twilio Inc.
+3.36%
+$1,224.31 
TT Trane Technologies plc
+3.33%
+$190.71 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$2,634.4 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$1,821.75 
META Meta Platforms Inc Class A
+3.28%
+$168,065.99 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$2,027.69 
ARES Ares Management Corporation
+3.2%
+$99.25 
UHS Universal Health Services, Inc.
+3.15%
+$489.25 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$67.68 
MSFT Microsoft Corp.
+3.02%
+$405,535.2 
HTGC Hercules Capital Inc.
+3.01%
+$1,829.28 
NVDA NVIDIA Corporation
+2.93%
+$161,313.41 
P Everpure Inc.
+2.81%
+$232.1 
LYB LyondellBasell Industries N.V.
+2.71%
+$982.36 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$50.75 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$31.2 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$48.58 
MTD Mettler-Toledo International Inc.
+2.58%
+$23,484.06 
FSLR First Solar, Inc.
+2.44%
+$3,363.4 
SMCI Super Micro Computer Inc
+2.42%
+$4.69 
AR Antero Resources Corporation
+2.38%
+$27.72 
CVX Chevron Corporation
+2.35%
+$73,798.04 
MRVL Marvell Technology, Inc.
+2.32%
+$17,679 
ORLY O'Reilly Automotive Inc.
+2.28%
+$129.35 
BP BP p.l.c. Sponsored ADR
+2.26%
+$2,858 
FAST Fastenal Co.
+2.25%
+$14.7 
GLW Corning Incorporated
+2.24%
+$46,965 
COTY Coty Inc.
+2.23%
+$60 
WDC Western Digital Corporation
+2.21%
+$224.2 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$32.8 
DVN Devon Energy Corporation
+2.17%
+$10,463.04 
JD JD.com Inc.
+2.17%
+$59.5 
AMTM Amentum Holdings, Inc.
+2.16%
+$24.91 
CDNS Cadence Design Systems, Inc.
+2.16%
+$72 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$36.75 
QLYS Qualys, Inc.
+2.15%
+$334.4 
CSCO Cisco Systems, Inc.
+2.14%
+$55,216.89 
IEZ iShares U.S. Oil Equipment & Services ETF
+2.13%
+$83.52 
LNG Cheniere Energy Inc.
+2.13%
+$33.06 
HII Huntington Ingalls Industries Inc.
+2.05%
+$582.95 
RCAT Red Cat Holdings, Inc.
+2.03%
+$210 
OXY Occidental Petroleum Corporation
+2%
+$156.8 
GWW W.W. Grainger, Inc.
+1.97%
+$668.25 
OKE ONEOK, Inc.
+1.95%
+$22.62 
AM Antero Midstream Corporation
+1.95%
+$210 
JCI Johnson Controls International plc
+1.93%
+$130.66 
HAL Halliburton Company
+1.93%
+$46.97 
ROK Rockwell Automation, Inc.
+1.93%
+$1,814 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$32.25 
PNRG PrimeEnergy Resources Corporation
+1.9%
+$5,445.54 
LHX L3Harris Technologies, Inc.
+1.9%
+$78,917.16 
ZS Zscaler Inc.
+1.89%
+$42.15 
PANW Palo Alto Networks, Inc.
+1.89%
+$75,103.8 
TSCO Tractor Supply Company
+1.85%
+$39.2 
CRM Salesforce Inc
+1.83%
+$16,225.59 
RYN Rayonier Inc.
+1.82%
+$637.26 
ORCL Oracle Corporation
+1.81%
+$10,083.15 
WCBR WisdomTree Cybersecurity Fund
+1.78%
+$4,842.5 
OFLX Omega Flex, Inc.
+1.73%
+$925 
HCA HCA Healthcare Inc.
+1.72%
+$652.8 
ENTG Entegris, Inc.
+1.66%
+$7.76 
ZTS Zoetis Inc.
+1.66%
+$1,921.5 
J Jacobs Solutions Inc.
+1.64%
+$109 
KMI Kinder Morgan, Inc.
+1.64%
+$3,579.16 
SHEL Shell plc
+1.62%
+$992.25 
HPE Hewlett Packard Enterprise Company
+1.61%
+$18.24 
ACN Accenture plc Class A
+1.61%
+$63,701.47 
ARCB ArcBest Corporation
+1.6%
+$228 
SONO Sonos Inc.
+1.59%
+$123.05 
FANG Diamondback Energy Inc
+1.59%
+$12.72 
BSX Boston Scientific Corporation
+1.59%
+$54,343.39 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$166 
HPQ HP Inc.
+1.53%
+$7.38 
VZ Verizon Communications Inc.
+1.52%
+$22,510.6 
SAP SAP SE Sponsored ADR
+1.51%
+$73.98 
LMT Lockheed Martin Corporation
+1.5%
+$30,765.95 
CVNA Carvana Co.
+1.5%
+$32.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$2,972.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$883.2 
NOC Northrop Grumman Corporation
+1.43%
+$22,165.15 
PH Parker-Hannifin Corporation
+1.43%
+$343.5 
PWR Quanta Services Inc.
+1.43%
+$75.04 
GE General Electric Company
+1.42%
+$10,336.65 
WDAY Workday Inc.
+1.41%
+$33.45 
SLB Schlumberger Limited
+1.39%
+$272 
KLAC KLA Corporation
+1.38%
+$199.2 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$317.9 
OVV Ovintiv Inc.
+1.36%
+$10.08 
CIEN Ciena Corporation
+1.34%
+$498 
MTRN Materion Corporation
+1.31%
+$2,331.42 
CAH Cardinal Health Inc.
+1.3%
+$23.68 
RRX Regal Rexnord Corporation
+1.3%
+$29.04 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$16.45 
RS Reliance Inc.
+1.27%
+$406.4 
FTV Fortive Corporation
+1.25%
+$4.38 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+1.24%
+$181.26 
CMCSA Comcast Corp
+1.23%
+$8,841.65 
COP ConocoPhillips
+1.22%
+$1,831.35 
AI C3.ai Inc.
+1.21%
+$88 
HACK Amplify Cybersecurity ETF
+1.2%
+$762 
WFC Wells Fargo & Company
+1.19%
+$7,571.46 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$34.4 
AMAT Applied Materials, Inc.
+1.18%
+$6,802.72 
RMD ResMed Inc.
+1.16%
+$653.4 
CHD Church & Dwight Co., Inc.
+1.16%
+$6,695.25 
ITW Illinois Tool Works Inc.
+1.15%
+$7,839 
MSI Motorola Solutions, Inc.
+1.14%
+$1,143.76 
VUG Vanguard Growth ETF
+1.1%
+$3,984.12 
VEEV Veeva Systems Inc.
+1.1%
+$41,653.86 
EQT EQT Corporation
+1.1%
+$148.48 
OKTA Okta Inc.
+1.07%
+$15.1 
NOW ServiceNow, Inc.
+1.05%
+$273.76 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$22.1 
ADBE Adobe Inc.
+1.01%
+$572.28 
URI United Rentals, Inc.
+0.99%
+$74.41 
BKR Baker Hughes Company
+0.98%
+$9.44 
ADP Automatic Data Processing Inc.
+0.98%
+$9,523.39 
TTE TotalEnergies SE
+0.95%
+$16.6 
CMBT CMB.TECH NV
+0.94%
+$213.75 
IYE iShares U.S. Energy ETF
+0.93%
+$42.92 
UNP Union Pacific Corporation
+0.92%
+$1,957.12 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$880 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$9.25 
FLS Flowserve Corporation
+0.89%
+$2,479 
WMB The Williams Companies, Inc.
+0.89%
+$245.7 
ACM Aecom
+0.88%
+$378 
GOLF Acushnet Holdings Corp.
+0.88%
+$550 
SCHW Charles Schwab Corporation
+0.87%
+$17,603.04 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$33.3 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$14.57 
IBM International Business Machines Corporation
+0.86%
+$5,250.54 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$78.39 
GEV GE Vernova Inc.
+0.85%
+$3,889.08 
NIO Nio Inc.
+0.83%
+$48 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$2,225 
MCD McDonald's Corporation
+0.82%
+$5,786.03 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$22,399.6 
ESS Essex Property Trust, Inc.
+0.81%
+$693.13 
DRLL Strive U.S. Energy ETF
+0.8%
+$30.7 
EMR Emerson Electric Co.
+0.79%
+$8,199.89 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,037.99 
TSLA Tesla, Inc.
+0.76%
+$14,077.28 
MPC Marathon Petroleum Corporation
+0.76%
+$1,921.57 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$19,569.32 
TRGP Targa Resources Corp.
+0.76%
+$12.18 
ISPY ProShares S&P High Income ETF
+0.73%
+$801.5 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.73%
+$811.84 
STT State Street Corp
+0.73%
+$1,578.51 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$492.24 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$137,238.75 
VIS Vanguard Industrials ETF
+0.72%
+$7,318.47 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$113.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,583.02 
AME Ametek Inc.
+0.71%
+$23.8 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$240.35 
CAT Caterpillar Inc.
+0.7%
+$14,929.08 
ROP Roper Technologies Inc.
+0.7%
+$106.08 
BMY Bristol-Myers Squibb Company
+0.69%
+$10,354.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,903.04 
CARR Carrier Global Corporation
+0.68%
+$274.68 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,269 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$13,409.27 
HSIC Henry Schein, Inc.
+0.68%
+$15.08 
WCN Waste Connections Inc.
+0.67%
+$12.21 
DOW Dow Inc.
+0.67%
+$3,263.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$13.5 
MJ Amplify Alternative Harvest ETF
+0.66%
+$16.2 
PLTR Palantir Technologies Inc.
+0.65%
+$5,993.59 
ABM ABM Industries Inc.
+0.65%
+$903.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,321.56 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$22.23 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$10,880 
AA Alcoa Corporation
+0.65%
+$15.95 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$627.3 
IWB iShares Russell 1000 ETF
+0.64%
+$650.16 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.64%
+$496.56 
SYY Sysco Corporation
+0.63%
+$13,532.49 
EXPE Expedia Group, Inc.
+0.62%
+$12.67 
BROS Dutch Bros Inc.
+0.61%
+$200 
IMO Imperial Oil Limited
+0.6%
+$47.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$96 
GEN Gen Digital Inc.
+0.59%
+$156.16 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$93.48 
RJF Raymond James Financial Inc.
+0.58%
+$12.12 
MO Altria Group, Inc.
+0.57%
+$409.5 
APH Amphenol Corporation
+0.55%
+$79.2 
MCHI iShares MSCI China ETF
+0.54%
+$40.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$303.48 
AOS A. O. Smith Corporation
+0.54%
+$294.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,232.46 
EXC Exelon Corporation
+0.53%
+$192 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$3,017.54 
GM General Motors Company
+0.52%
+$375.36 
PSX Phillips 66
+0.51%
+$782.99 
Q Qnity Electronics Inc.
+0.51%
+$933.89 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$3,731.5 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$261 
DT Dynatrace, Inc.
+0.5%
+$55 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$70.5 
HON Honeywell International Inc.
+0.47%
+$9,129.14 
SE Sea Ltd.
+0.47%
+$3 
AXON Axon Enterprise, Inc.
+0.47%
+$86.1 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$6,128.23 
NSC Norfolk Southern Corporation
+0.46%
+$2,941.94 
RDN Radian Group Inc.
+0.46%
+$4.68 
OHI Omega Healthcare Investors Inc.
+0.46%
+$106.72 
PJT PJT Partners Inc.
+0.45%
+$2.28 
GTX Garrett Motion Inc.
+0.45%
+$16.8 
KKR KKR & Co. Inc.
+0.45%
+$9.45 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,257.85 
SNY Sanofi American Depositary Receipt
+0.44%
+$4.56 
HEI.A Heico Corporation
+0.44%
+$21.47 
PAYX Paychex Inc.
+0.44%
+$12.24 
CSX CSX Corporation
+0.42%
+$7,739.13 
IYJ iShares U.S. Industrials ETF
+0.42%
+$40.8 
RKLB Rocket Lab Corporation
+0.42%
+$40.5 
PFE Pfizer Inc.
+0.4%
+$6,683.7 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$54.74 
RTX RTX Corporation
+0.39%
+$13,347.6 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$11.9 
VLO Valero Energy Corporation
+0.38%
+$92.82 
AVGO Broadcom Inc.
+0.37%
+$3,479.04 
PG Procter & Gamble Co
+0.37%
+$5,597.33 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,334.7 
OTIS Otis Worldwide Corporation
+0.36%
+$213.2 
TDG TransDigm Group Inc.
+0.36%
+$17.88 
BAC Bank of America Corporation
+0.36%
+$8,557.34 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$149.34 
SNA Snap-on Inc.
+0.33%
+$51.68 
RF Regions Financial Corporation
+0.32%
+$50 
GD General Dynamics Corporation
+0.32%
+$3,519.7 
MRK Merck & Co., Inc.
+0.32%
+$13,484 
BHRB Burke & Herbert Financial Services Corp.
+0.32%
+$34.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$13.5 
JPM JPMorgan Chase & Co.
+0.27%
+$23,294.14 
MTCH Match Group, Inc.
+0.25%
+$7 
AMP Ameriprise Financial, Inc.
+0.25%
+$17.94 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.22%
+$219 
CME CME Group Inc.
+0.21%
+$202.35 
SO The Southern Company
+0.21%
+$735.8 
JNJ Johnson & Johnson
+0.21%
+$7,198.46 
ADI Analog Devices, Inc.
+0.2%
+$870.97 
MIDD The Middleby Corporation
+0.2%
+$3.9 
CMI Cummins Inc.
+0.19%
+$12,534.59 
INTU Intuit Inc.
+0.18%
+$808.27 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$524.1 
USB U.S. Bancorp
+0.17%
+$20.57 
T AT&T Inc.
+0.17%
+$1,994.72 
MS Morgan Stanley
+0.17%
+$551.88 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$708.72 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,749.99 
VICI Vici Properties Inc.
+0.15%
+$156 
CB Chubb Limited
+0.15%
+$249.1 
CCL Carnival Corporation Ltd.
+0.14%
+$0.64 
TY Tri-Continental Corporation
+0.14%
+$210 
TD The Toronto-Dominion Bank
+0.13%
+$34.56 
EA Electronic Arts Inc.
+0.13%
+$20.25 
XYL Xylem Inc.
+0.13%
+$18.75 
DTE DTE Energy Company
+0.12%
+$56.61 
MMM 3M Company
+0.12%
+$1,905.9 
BDX Becton, Dickinson and Company
+0.1%
+$132.99 
ISRG Intuitive Surgical, Inc.
+0.1%
+$984.21 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$113.94 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$140.22 
C Citigroup Inc.
+0.1%
+$869.11 
NUE Nucor Corporation
+0.1%
+$50 
WM Waste Management, Inc.
+0.1%
+$298.32 
AFL Aflac Inc.
+0.09%
+$0.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$75.51 
WMT Walmart Inc.
+0.09%
+$607.01 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$38.4 
ABT Abbott Laboratories
+0.09%
+$423.54 
KOP Koppers Holdings Inc.
+0.08%
+$24.68 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$28.2 
COLB Columbia Banking System, Inc.
+0.06%
+$10.14 
OC Owens Corning
+0.06%
+$8 
AEP American Electric Power Company, Inc.
+0.06%
+$88.27 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$0.54 
BPOP Popular Inc.
+0.05%
+$2.64 
USFD US Foods Holding Corp
+0.04%
+$1.76 
HDV iShares Core High Dividend ETF
+0.04%
+$2.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,472.88 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$24.36 
DIS The Walt Disney Company
+0.03%
+$144.09 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$6 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$43.17 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$5.28 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$0.46 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$184.74 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$279.27 
AZN
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGC
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
G3643J108
0%
$0 
HOLX Hologic Inc.
0%
$0 
HSC Harsco Corporation
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
MVT BlackRock MuniVest Fund II, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
SGMO Sangamo Therapeutics Inc.
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SNAP Snap Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TPH Tri Pointe Homes Inc.
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
PRM Perimeter Solutions Inc.
-17.78%
-$13,240 
WU Western Union Co.
-17.3%
-$1,917.86 
GDDY Godaddy Inc.
-16.7%
-$132.72 
OLN Olin Corporation
-16.51%
-$52,546.62 
CTVA Corteva Inc.
-11.9%
-$8,801.64 
COIN Coinbase Global, Inc.
-10.59%
-$138.56 
RIVN Rivian Automotive, Inc.
-9.57%
-$322 
LCID Lucid Group, Inc.
-9.11%
-$241.24 
SPRY Ars Pharmaceuticals Inc
-8.88%
-$200 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$267,700.23 
AAPL Apple Inc.
-7.35%
-$1.22M 
NXPI NXP Semiconductors N.V.
-6.53%
-$2,448 
SYK Stryker Corporation
-6.42%
-$153,609.83 
TROW T. Rowe Price Group, Inc.
-6.31%
-$97,287.6 
LIN Linde plc
-5.95%
-$38,611.77 
MU Micron Technology, Inc.
-5.9%
-$6,247.22 
MRNA Moderna, Inc.
-5.35%
-$1,162.5 
MSTR Strategy Inc.
-4.56%
-$8.92 
TSN Tyson Foods Inc.
-4.43%
-$5,022.23 
BIRK Birkenstock Holding plc
-4.37%
-$531 
SIRI Sirius XM Holdings Inc.
-4.36%
-$422.55 
SPOT Spotify Technology S.A.
-4.34%
-$158.69 
SHOP Shopify Inc.
-4.29%
-$47,775 
VKTX Viking Therapeutics Inc.
-4.14%
-$548 
FNV Franco-Nevada Corporation
-3.81%
-$33.76 
GRAL Grail, Inc.
-3.63%
-$5.16 
CAG Conagra Brands Inc.
-3.46%
-$1,542.84 
RELX Relx PLC Sponsored ADR
-3.25%
-$49.98 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$98.5 
ES Eversource Energy
-3.05%
-$5,211 
CI The Cigna Group
-2.99%
-$28,240.84 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$3,984.75 
CC Chemours Co.
-2.92%
-$306.5 
AVY Avery Dennison Corporation
-2.91%
-$4,886.41 
IBIT iShares Bitcoin Trust
-2.89%
-$424 
CRWV CoreWeave, Inc.
-2.88%
-$10,405.05 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$3,138.85 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$799.8 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$11.62 
TOL Toll Brothers Inc
-2.76%
-$31,463.99 
MLM Martin Marietta Materials, Inc.
-2.75%
-$208.04 
AJG Arthur J. Gallagher & Co.
-2.75%
-$140.8 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$1,048.32 
VRSK Verisk Analytics Inc.
-2.75%
-$55 
EQIX Equinix, Inc.
-2.7%
-$734.5 
FIS Fidelity National Information Services, Inc.
-2.67%
-$2,154.96 
QCOM QUALCOMM Incorporated
-2.63%
-$24,039.81 
ASIX AdvanSix Inc.
-2.62%
-$47.52 
POOL Pool Corporation
-2.61%
-$4.97 
ACAD Acadia Pharmaceuticals Inc.
-2.56%
-$340 
FSV FirstService Corporation
-2.54%
-$184 
ON ON Semiconductor Corporation
-2.54%
-$1,278 
ABBV AbbVie Inc.
-2.51%
-$184,906.13 
RAL Ralliant Corporation
-2.43%
-$91.28 
BHF Brighthouse Financial Inc.
-2.43%
-$3.08 
ICE Intercontinental Exchange, Inc.
-2.42%
-$254,282.47 
DLR Digital Realty Trust, Inc.
-2.42%
-$23.35 
SJM The J.M. Smucker Company
-2.41%
-$5,776.1 
MGM MGM Resorts International
-2.39%
-$7,575.5 
CSGP CoStar Group, Inc.
-2.38%
-$4.2 
HLN Haleon Plc - ADR
-2.37%
-$94.32 
YUM Yum! Brands, Inc.
-2.37%
-$14,508 
XLB Materials Select Sector SPDR Fund
-2.34%
-$26,985.42 
BHVN Biohaven Ltd.
-2.31%
-$11.84 
ARKK ARK Innovation ETF Fund
-2.28%
-$1,029.2 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$43.2 
BGS B&G Foods Inc.
-2.22%
-$20 
RMR RMR Group Inc.
-2.16%
-$44.52 
BA Boeing Company
-2.15%
-$12,599.69 
ARGX argenx SE American Depositary Receipt
-2.15%
-$37.52 
NEM Newmont Corporation
-2.14%
-$12.3 
TXT Textron Inc.
-2.1%
-$2,754.14 
CCJ Cameco Corporation
-2.1%
-$16.65 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$67.5 
KHC The Kraft Heinz Company
-2.01%
-$10,106.04 
LH Labcorp Holdings Inc.
-2.01%
-$1,899 
WSM Williams-Sonoma, Inc.
-2%
-$2,609.61 
NFLX Netflix, Inc.
-2%
-$61,296.64 
AWK American Water Works Company, Inc.
-1.93%
-$343.2 
FG F&G Annuities & Life Inc.
-1.92%
-$2.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,607.76 
LW Lamb Weston Holdings, Inc.
-1.87%
-$1,248 
JLL Jones Lang LaSalle Inc.
-1.85%
-$1,505.25 
GIS General Mills, Inc.
-1.84%
-$1,541 
SYF Synchrony Financial
-1.79%
-$640.32 
ARKG ARK Genomic Revolution ETF
-1.78%
-$227.5 
URNM Sprott Uranium Miners ETF
-1.78%
-$902 
CBRE CBRE Group Inc.
-1.77%
-$63.6 
APD Air Products and Chemicals, Inc.
-1.77%
-$14,103.36 
PHM PulteGroup Inc.
-1.76%
-$240.62 
PINS Pinterest, Inc. Class A
-1.72%
-$117.6 
DHI D.R. Horton, Inc.
-1.7%
-$14.82 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$19.76 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,183.94 
TMC TMC the metals company Inc.
-1.66%
-$3,000 
AON Aon plc
-1.64%
-$6.02 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$437.5 
BHP BHP Group Ltd.
-1.64%
-$25.38 
DRI Darden Restaurants, Inc.
-1.64%
-$254.25 
SQ Block, Inc.
-1.64%
-$234.9 
SNOW Snowflake Inc.
-1.62%
-$9.64 
SOLV Solventum Corporation
-1.59%
-$948.06 
LRCX Lam Research Corporation
-1.58%
-$7,148.72 
YOU Clear Secure Inc.
-1.53%
-$7,567.98 
CPRT Copart Inc.
-1.52%
-$28.35 
WHR Whirlpool Corporation
-1.5%
-$57 
GLD SPDR Gold Shares
-1.49%
-$1,635.42 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$27.37 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,613.64 
HRL Hormel Foods Corporation
-1.42%
-$1,775.16 
LUV Southwest Airlines Co.
-1.38%
-$12.6 
NKE Nike, Inc. - Class B
-1.37%
-$259.26 
DPZ Domino's Pizza Inc.
-1.37%
-$144.3 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$24,818.57 
MUSA Murphy USA Inc.
-1.35%
-$834 
PPG PPG Industries Inc.
-1.35%
-$2,615.32 
MTG MGIC Investment Corporation
-1.35%
-$14.35 
DD DuPont de Nemours, Inc.
-1.32%
-$2,083.86 
TTD The Trade Desk, Inc. Class A
-1.31%
-$24 
MNST Monster Beverage Corporation
-1.3%
-$76.2 
TM Toyota Motor Corporation
-1.28%
-$12.3 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$274.24 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,975.94 
CLX The Clorox Company
-1.24%
-$2,173.2 
NYT New York Times Co.
-1.24%
-$705 
HSY The Hershey Company
-1.23%
-$1,183.74 
MDLZ Mondelez International, Inc.
-1.22%
-$329.56 
UBS UBS Group AG
-1.22%
-$22.75 
STE STERIS plc
-1.22%
-$5.62 
F Ford Motor Company
-1.21%
-$4,582.26 
REZI Resideo Technologies Inc.
-1.21%
-$39.48 
TJX The TJX Companies, Inc.
-1.21%
-$1,701.11 
NJR New Jersey Resources Corporation
-1.18%
-$542.34 
IQV IQVIA Holdings Inc.
-1.17%
-$376.72 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.16%
-$28.7 
SHW The Sherwin-Williams Company
-1.16%
-$139.65 
AVB AvalonBay Communities, Inc.
-1.16%
-$6.51 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$58.8 
SRE Sempra
-1.15%
-$144.2 
NEE NextEra Energy, Inc.
-1.15%
-$15,838.82 
WRB W.R. Berkley Corporation
-1.15%
-$14,095.2 
OMC Omnicom Group Inc.
-1.14%
-$4,186 
DE Deere & Company
-1.13%
-$44,798.33 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$85.41 
RCL Royal Caribbean Group
-1.13%
-$18.2 
VTRS Viatris Inc.
-1.13%
-$160 
DEO Diageo plc Sponsored ADR
-1.12%
-$50 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$594.21 
PKG Packaging Corporation of America
-1.12%
-$4,394.25 
IR Ingersoll Rand Inc.
-1.11%
-$17.86 
PNR Pentair plc
-1.1%
-$27.74 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$1,751 
TXN Texas Instruments Inc
-1.08%
-$49,057.2 
LOW Lowe's Companies Inc.
-1.08%
-$3,180.27 
PLD Prologis Inc.
-1.08%
-$26.86 
MCK McKesson Corporation
-1.08%
-$829.48 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$52.26 
DLTR Dollar Tree, Inc.
-1.06%
-$141.44 
AN AutoNation Inc.
-1.05%
-$225 
CTAS Cintas Corporation
-1.04%
-$60.48 
AAL American Airlines Group Inc.
-1.04%
-$72.48 
CRH CRH plc
-1.03%
-$35.64 
INTC Intel Corporation
-1.02%
-$10,855.89 
ARKW ARK Next Generation Internet ETF
-1.02%
-$423 
NDAQ Nasdaq, Inc.
-1.02%
-$8,414.75 
KO The Coca-Cola Company
-1.02%
-$17,804.7 
SWK Stanley Black & Decker Inc.
-1.01%
-$11,502.26 
EQR Equity Residential
-1%
-$134 
UPS United Parcel Service, Inc.
-1%
-$8,914.5 
VMC Vulcan Materials Company
-0.98%
-$13.35 
EW Edwards Lifesciences Corporation
-0.98%
-$35.7 
XOM Exxon Mobil Corporation
-0.97%
-$47,881.35 
RACE Ferrari N.V.
-0.97%
-$193 
MET MetLife Inc.
-0.97%
-$1,622.44 
ALC Alcon Inc.
-0.96%
-$8.71 
MCHP Microchip Technology Incorporated
-0.96%
-$64.08 
SN SharkNinja, Inc.
-0.95%
-$17.16 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$377.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$37,033.16 
CLF Cleveland-Cliffs Inc.
-0.95%
-$220 
TR Tootsie Roll Industries, Inc.
-0.94%
-$13,826.69 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$9.28 
FNF Fidelity National Financial, Inc.
-0.9%
-$19.74 
DB Deutsche Bank AG
-0.89%
-$6.6 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$169 
PGR Progressive Corporation
-0.87%
-$11.16 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$56.58 
O Realty Income Corporation
-0.87%
-$3,066 
MTH Meritage Homes Corporation
-0.86%
-$366 
IAF abrdn Australia Equity Fund, Inc.
-0.85%
-$194.48 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$222.25 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$1,995.84 
GILD Gilead Sciences Inc.
-0.81%
-$1,443.42 
PCAR PACCAR Inc.
-0.81%
-$8.64 
MCO Moody's Corporation
-0.81%
-$34.92 
D Dominion Energy, Inc.
-0.8%
-$858.48 
KMB Kimberly-Clark Corporation
-0.8%
-$5,122.48 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,360.02 
WAT Waters Corporation
-0.79%
-$10,300.52 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$198 
HQH Tekla Healthcare Investors
-0.77%
-$281.52 
BMEZ BlackRock Health Sciences Trust II
-0.77%
-$6,091.68 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,740.84 
CUT Invesco MSCI Global Timber ETF
-0.77%
-$46 
GGG Graco Inc.
-0.76%
-$3,580.7 
PYPL PayPal Holdings Inc
-0.76%
-$1,324.4 
VHT Vanguard Health Care ETF
-0.76%
-$13,770.84 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$80.91 
ULTA Ulta Beauty Inc.
-0.76%
-$78 
CVS CVS Health Corporation
-0.75%
-$10,747.16 
SPGI S&P Global Inc.
-0.74%
-$52.19 
ED Consolidated Edison, Inc.
-0.74%
-$85.86 
MA Mastercard Incorporated
-0.74%
-$947.75 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$5,943.04 
GSK GSK plc Sponsored ADR
-0.73%
-$111.34 
BLK BlackRock, Inc.
-0.73%
-$3,686.76 
BCS Barclays PLC Sponsored ADR
-0.72%
-$13.6 
ANF Abercrombie & Fitch Co.
-0.72%
-$5.04 
MAR Marriott International Inc. - Class A
-0.71%
-$3,031.62 
MP MP Materials Corp.
-0.7%
-$1,029.5 
DASH DoorDash, Inc.
-0.69%
-$8.22 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$12.61 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$372 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$12.06 
JHX James Hardie Industries plc
-0.68%
-$930.6 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,277.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,805.72 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.65%
-$11,410.43 
WPC W. P. Carey Inc.
-0.65%
-$26,781.23 
AMGN Amgen Inc.
-0.64%
-$59,356.56 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,878.47 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,185.84 
AMT American Tower Corporation
-0.63%
-$399.3 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$29.48 
HAS Hasbro Inc.
-0.62%
-$3,601.36 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,632.84 
PM Philip Morris International Inc.
-0.61%
-$1,047.83 
ECL Ecolab Inc.
-0.61%
-$24,921.54 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$706.2 
MSCI MSCI Inc.
-0.61%
-$14 
DHR Danaher Corporation
-0.61%
-$2,406.18 
AMCR Amcor plc
-0.6%
-$186.3 
ROST Ross Stores, Inc.
-0.59%
-$30 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,861.43 
SCHF Schwab International Equity ETF
-0.58%
-$125.76 
VLTO Veralto Corporation
-0.57%
-$79.38 
SBUX Starbucks Corporation
-0.57%
-$4,781.4 
PRU Prudential Financial, Inc.
-0.56%
-$31.05 
WASH Washington Trust Bancorp Inc.
-0.56%
-$10,225.16 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$55.93 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$178.98 
WAB Wabtec Corporation
-0.55%
-$33.6 
CHPT ChargePoint Holdings, Inc.
-0.55%
-$0.6 
EMBC Embecta Corp.
-0.55%
-$2.1 
VNQ Vanguard Real Estate ETF
-0.54%
-$259.2 
USRT iShares Core U.S. REIT ETF
-0.54%
-$61.05 
COF Capital One Financial Corporation
-0.54%
-$270.07 
LLY Eli Lilly and Company
-0.53%
-$20,351.6 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$20.5 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$156.09 
NGG National Grid plc Sponsored ADR
-0.52%
-$2,079.42 
MATX Matson Inc.
-0.52%
-$1,623.9 
NLOP Net Lease Office Properties.
-0.51%
-$24 
WELL Welltower Inc.
-0.51%
-$217.77 
SCHH Schwab U.S. REIT ETF
-0.49%
-$22.2 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$6,597.31 
ALL Allstate Corporation
-0.49%
-$5.2 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$763.47 
IWM iShares Russell 2000 ETF
-0.47%
-$5,275.01 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$5.75 
SPG Simon Property Group, Inc.
-0.46%
-$2,849.41 
CF CF Industries Holdings, Inc.
-0.46%
-$2,499.22 
PEP PepsiCo, Inc.
-0.46%
-$7,959.04 
COO The Cooper Companies, Inc.
-0.45%
-$2.64 
CPB The Campbell's Company
-0.45%
-$3,237.9 
DVY iShares Select Dividend ETF
-0.45%
-$787.66 
VGK Vanguard FTSE Europe ETF
-0.44%
-$966 
CCK Crown Holdings Inc.
-0.44%
-$13 
TRV The Travelers Companies, Inc.
-0.43%
-$523.23 
TEL TE Connectivity plc
-0.43%
-$117.48 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$21,195.33 
HD The Home Depot, Inc.
-0.42%
-$2,185.11 
CBU Community Bank System, Inc.
-0.41%
-$259.2 
MELI MercadoLibre, Inc.
-0.41%
-$62.24 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$7.6 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$10.45 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$818.44 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$94 
AIG American International Group Inc.
-0.39%
-$25.42 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$36.4 
ETR Entergy Corporation
-0.38%
-$103.32 
VGT Vanguard Information Technology ETF
-0.38%
-$4,970.8 
VTWV Vanguard Russell 2000 Value Index Fund
-0.38%
-$703.01 
AXP American Express Company
-0.38%
-$2,348.21 
FDX FedEx Corporation
-0.37%
-$4,374.6 
MDT Medtronic plc
-0.37%
-$395.84 
ARCC Ares Capital Corporation
-0.37%
-$13,739.25 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$618.55 
GPC Genuine Parts Company
-0.37%
-$708.86 
RSG Republic Services, Inc.
-0.37%
-$3.12 
ABNB Airbnb, Inc.
-0.37%
-$51.52 
TMUS T-Mobile US, Inc.
-0.36%
-$236.88 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$397.75 
XTN SPDR S&P Transportation ETF
-0.36%
-$78 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$51.84 
DG Dollar General Corporation
-0.35%
-$9.45 
FDVV Fidelity High Dividend ETF
-0.35%
-$2,194.5 
BF-B Brown-Forman Corporation
-0.35%
-$157.1 
ELAN Elanco Animal Health Incorporated
-0.34%
-$27 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,897.5 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$2,216.35 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$822.9 
ADSK Autodesk, Inc.
-0.33%
-$663.74 
CL Colgate-Palmolive Company
-0.33%
-$7,024.2 
IFF International Flavors & Fragrances Inc.
-0.33%
-$398.58 
TFC Truist Financial Corporation
-0.33%
-$227.8 
PNW Pinnacle West Capital Corporation
-0.33%
-$148.5 
SWKS Skyworks Solutions Inc.
-0.32%
-$154.2 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$273 
CEG Constellation Energy Corporation
-0.31%
-$242.19 
VXF Vanguard Extended Market ETF
-0.3%
-$53.96 
VST Vistra Corp
-0.29%
-$43.86 
EVRG Evergy Inc.
-0.29%
-$5.04 
MTB M&T Bank Corporation
-0.29%
-$16.33 
COR Cencora, Inc.
-0.28%
-$89 
SDY SPDR S&P Dividend ETF
-0.28%
-$75.24 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,697 
BNDW Vanguard Total World Bond ETF
-0.28%
-$161.5 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$187 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$15.34 
CCI Crown Castle Inc.
-0.27%
-$227.01 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$27.6 
FBND Fidelity Total Bond ETF
-0.27%
-$100.08 
VTV Vanguard Value ETF
-0.27%
-$3,131.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$162.5 
AROW Arrow Financial Corporation
-0.25%
-$131 
BX Blackstone Inc.
-0.25%
-$9,641.81 
IWN iShares Russell 2000 Value ETF
-0.25%
-$332.74 
MFC Manulife Financial Corporation
-0.25%
-$1,405.25 
A Agilent Technologies Inc.
-0.24%
-$1,192.42 
FISV Fiserv, Inc.
-0.24%
-$938.73 
COST Costco Wholesale Corporation
-0.24%
-$7,583.18 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$583.19 
IX Orix Corporation Sponsored ADR
-0.22%
-$7.29 
VB Vanguard Small-Cap ETF
-0.22%
-$1,523.23 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$37.5 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$44.25 
PFG Principal Financial Group, Inc.
-0.22%
-$105.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,879.88 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$82.08 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$35.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,547.1 
IXN iShares Global Tech ETF
-0.21%
-$13.72 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$298.46 
VLY Valley National Bancorp
-0.21%
-$132 
KR Kroger Co.
-0.21%
-$1.2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$5.8 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$30.45 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$410.84 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$100.72 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$895 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$234 
BKNG Booking Holdings Inc.
-0.18%
-$25.5 
NTRS Northern Trust Corporation
-0.17%
-$11.84 
EMN Eastman Chemical Company
-0.17%
-$51 
AZZ Azz Inc.
-0.17%
-$216.49 
UGI UGI Corporation
-0.17%
-$1.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$345 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$5.33 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$12 
FMS Fresenius Medical Care AG & Co. KGaA ADR
-0.16%
-$16.76 
IXUS iShares Core International Stock ETF
-0.15%
-$157.36 
IXG iShares Global Financials ETF
-0.14%
-$6.65 
TPR Tapestry Inc.
-0.14%
-$46.41 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$15.08 
IDV iShares International Select Dividend ETF
-0.14%
-$809.34 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$41.76 
KIM Kimco Realty Corporation
-0.12%
-$45 
MKC McCormick & Company, Incorporated
-0.12%
-$193.02 
EXR Extra Space Storage Inc.
-0.12%
-$0.68 
EZU iShares MSCI Eurozone ETF
-0.12%
-$18 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$3.96 
STZ Constellation Brands, Inc.
-0.12%
-$321.75 
CFG Citizens Financial Group, Inc.
-0.11%
-$2,085.04 
KVHI KVH Industries Inc.
-0.11%
-$3 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.11%
-$38.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,656.64 
TIP iShares TIPS Bond ETF
-0.1%
-$22 
VIK Viking Holdings Ltd
-0.1%
-$50 
BCE BCE Inc.
-0.09%
-$6.84 
VAC Marriott Vacations Worldwide Corporation
-0.08%
-$44.32 
BINC iShares Flexible Income Active ETF
-0.08%
-$225.87 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$442.14 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$4.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$935.9 
GAMR Amplify Video Game Leaders ETF
-0.06%
-$6.61 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$90.01 
VO Vanguard Mid-Cap ETF
-0.05%
-$120.16 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$24.75 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$1.82 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$9 
V Visa Inc. Class A
-0.04%
-$1,228.55 
XEL Xcel Energy Inc.
-0.04%
-$27.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$270.17 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$1.3 
ACA Arcosa Inc.
-0.02%
-$1.98 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$4 
TGT Target Corporation
-0.01%
-$29.23 
UBER Uber Technologies, Inc.
-0.01%
-$4.37 
DINT Davis Select International Fund
0%
-$1 Events
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Dividends
Dividend Analysis
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| Trades 4364 | Longs Won 2648/4364 60% | Profit Factor 4.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,660.94 |
| Average Win $56,447.03 | Best Trade (Aug 05) $7.98M | Sharpe Ratio -10.16 |
| Average Loss -$19,127.6 | Worst Trade (Aug 06) -$3.5M | Z-Score 14.88 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 1w 5d | Expectancy $26,729.65 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for David Izzi?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $991,002.15, Amgen Inc - $946,038.19, AbbVie Inc - $773,193.41, Ares Capital Corporation - $673,793.7, and Novo Nordisk A/S Sponsored ADR - $593,358.54. 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: Align Technology, Inc - $681,429, Netflix, Inc - $560,661.96, T. Rowe Price Group, Inc - $551,929.98, Celanese Corporation - $546,034, and PayPal Holdings Inc - $513,822.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Izzi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.56M earned over time. The largest contributors to dividend income include Ares Capital Corporation - $880,467.86, Amgen Inc - $854,904.29, W. P. Carey Inc - $834,198.02, SPDR S&P 500 ETF Trust - $801,796.45, and AbbVie Inc - $736,488.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Izzi's monthly returns?
David Izzi's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David Izzi's strategy be considered aggressive or moderate?
David Izzi's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow David Izzi's strategy?
David Izzi's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
