CJ
Caroline Jankowski Portfolio
Invests via Operose Advisors LLC | Managed by Dan Stier, Nicholas C. Bauer
Invests via Operose Advisors LLC
Managed by Dan Stier, Nicholas C. Bauer
Automatically Tracked
Caroline Jankowski Profile
Caroline Jankowski has cultivated a distinguished career marked by her strategic leadership in the financial services sector. With extensive experience in investment operations and client relations, she plays an integral role within institutional investment environments. Known for fostering strong partnerships with diverse stakeholders, her expertise lies in optimizing business processes to enhance operational efficiency. Additionally, Jankowski is recognized for her innovative approach to integrating technology solutions into traditional finance practices, driving performance improvements across teams. Her contributions have solidified her reputation as a forward-thinking leader capable of navigating complex market challenges.
Caroline Jankowski has cultivated a distinguished career marked by her strategic leadership in the financial services sector. With extensive experience in investment operations and client relations, she plays an integral role within institutional investment environments. Known for fostering strong partnerships with diverse stakeholders, her expertise lies in optimizing business processes to enhance operational efficiency. Additionally, Jankowski is recognized for her innovative approach to integrating technology solutions into traditional finance practices, driving performance improvements across teams. Her contributions have solidified her reputation as a forward-thinking leader capable of navigating complex market challenges.
Investment Philosophy & Strategy
Growth opportunities are at the forefront of Caroline Jankowski's investment philosophy. Leveraging her extensive background in financial services, she emphasizes innovation as a key driver for success. Her strategic insights enable a keen understanding of emerging market trends, allowing for informed decision-making that seeks to capitalize on disruptive technologies and evolving consumer preferences. By integrating cutting-edge solutions into operational frameworks, she aims to enhance agility within teams while identifying unique pathways to value creation. This forward-looking mindset supports sustainable growth trajectories across various investment initiatives.
Growth opportunities are at the forefront of Caroline Jankowski's investment philosophy. Leveraging her extensive background in financial services, she emphasizes innovation as a key driver for success. Her strategic insights enable a keen understanding of emerging market trends, allowing for informed decision-making that seeks to capitalize on disruptive technologies and evolving consumer preferences. By integrating cutting-edge solutions into operational frameworks, she aims to enhance agility within teams while identifying unique pathways to value creation. This forward-looking mindset supports sustainable growth trajectories across various investment initiatives.
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:
41.57%
Gain +1.71%
Monthly
0.55%
Yearly
6.75%
Drawdown
15.53%
$471.27M
Equity
Holdings
$471.27M
Investment
$335.5M
$143.6M
Profit +$9.57M
Realized
$7.83M
Unrealized
$135.78M
Dividends
$24.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.71%
Profit
$9.57M
Win %
82%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$4.89M
Win %
82%
This Month
Compared to last month
Gain
-1.3%
Profit
-$6.2M
Win %
82%
This Year
Compared to last year
Gain
10.13%
Profit
$43.36M
Win %
82%
UEC Uranium Energy Corp.
+13.22%
+$4,980 
CRDO Credo Technology Group Holding Ltd.
+11.49%
+$16,822.96 
KSS Kohl's Corporation
+9.8%
+$31.1 
INTC Intel Corporation
+9.42%
+$84,168 
RKLB Rocket Lab Corporation
+9.27%
+$19,479.99 
NMG Nouveau Monde Graphite Inc.
+8.76%
+$18 
ATI ATI Inc.
+8.18%
+$41,882.06 
AMD Advanced Micro Devices, Inc.
+8.09%
+$317,550.98 
CAVA Cava Group Inc.
+7.74%
+$15,068.28 
GNRC Generac Holdings Inc.
+7.64%
+$693.88 
COPX Global X Copper Miners ETF
+7.38%
+$612.04 
BAI iShares A.I. Innovation and Tech Active ETF
+7.15%
+$668.3 
DAL Delta Air Lines, Inc.
+7.1%
+$135.75 
SSRM Ssr Mining Inc.
+7.08%
+$522 
OKLO Oklo Inc.
+6.91%
+$7,598.01 
LUV Southwest Airlines Co.
+6.88%
+$855 
MTZ MasTec, Inc. Common Stock
+6.71%
+$11,265 
XAR SPDR S&P Aerospace & Defense ETF
+6.58%
+$122.78 
HON Honeywell International Inc.
+6.47%
+$17,609.04 
QCOM QUALCOMM Incorporated
+6.42%
+$1,903.4 
BE Bloom Energy Corporation
+6.35%
+$1,382.44 
PANW Palo Alto Networks, Inc.
+6.18%
+$16,074.76 
SSYS Stratasys Ltd.
+6.15%
+$71.76 
METL Sprott Active Metals & Miners ETF
+6.09%
+$6,231.83 
MCHP Microchip Technology Incorporated
+5.95%
+$1,464.4 
RACE Ferrari N.V.
+5.86%
+$853.44 
BA Boeing Company
+5.81%
+$72.87 
AQST Aquestive Therapeutics Inc.
+5.64%
+$2,925 
URNM Sprott Uranium Miners ETF
+5.63%
+$1,200.6 
WSM Williams-Sonoma, Inc.
+5.55%
+$229.8 
TXN Texas Instruments Inc
+5.51%
+$31,395.45 
RING iShares MSCI Global Gold Miners ETF
+5.47%
+$66.41 
TAN Invesco Solar ETF
+5.41%
+$5,753.6 
GDX VanEck Gold Miners ETF
+5.39%
+$398 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$356.42 
XME SPDR S&P Metals & Mining ETF
+5.33%
+$4,845.91 
GD General Dynamics Corporation
+5.33%
+$163.53 
TOL Toll Brothers Inc
+5.28%
+$2,921.32 
B BARRICK MINING CORP Common Stock (ABR0)
+5.27%
+$1,372 
RPG Invesco S&P 500 Pure Growth ETF
+5.27%
+$978.25 
MCS Marcus Corporation
+5.21%
+$16,929 
GLW Corning Incorporated
+5.18%
+$8,406.08 
PWR Quanta Services Inc.
+5.1%
+$12,339.24 
ETN Eaton Corporation plc
+5.08%
+$10,837.44 
ADI Analog Devices, Inc.
+5.04%
+$20,205.58 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.03%
+$10,874.7 
AMGN Amgen Inc.
+4.97%
+$1,225.31 
CRH CRH plc
+4.96%
+$977.12 
ITA iShares U.S. Aerospace & Defense ETF
+4.87%
+$207.96 
DHI D.R. Horton, Inc.
+4.8%
+$18,937.6 
GEV GE Vernova Inc.
+4.73%
+$8,284.01 
CAT Caterpillar Inc.
+4.73%
+$73,799.04 
MTUM iShares MSCI USA Momentum Factor ETF
+4.66%
+$3,024.6 
TSLA Tesla, Inc.
+4.62%
+$15,338.32 
XMTR Xometry Inc.
+4.55%
+$1,136.25 
AVEM Avantis Emerging Markets Equity ETF
+4.53%
+$20,125.87 
LMT Lockheed Martin Corporation
+4.43%
+$977.76 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.43%
+$228.27 
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$9,268.37 
JTEK JPMorgan U.S. Tech Leaders ETF
+4.37%
+$413.73 
NKE Nike, Inc. - Class B
+4.36%
+$2,598.66 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.31%
+$4,759.33 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$77.7 
COIN Coinbase Global, Inc.
+4.21%
+$324.5 
CCJ Cameco Corporation
+4.18%
+$14,800.16 
GE General Electric Company
+4.17%
+$22,576 
XHB SPDR S&P Homebuilders ETF
+4.13%
+$5,948.11 
PWB Invesco Large Cap Growth ETF
+4.09%
+$118.08 
NUKZ Range Nuclear Renaissance ETF
+4.06%
+$1,008 
PDP Invesco Dorsey Wright Momentum ETF
+4.01%
+$1,530.37 
MAS Masco Corporation
+3.91%
+$8,617.47 
EFG iShares MSCI EAFE Growth ETF
+3.87%
+$440.64 
PKG Packaging Corporation of America
+3.83%
+$165.8 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$1,206.46 
GILD Gilead Sciences Inc.
+3.77%
+$3,664 
AVGO Broadcom Inc.
+3.76%
+$212,034.51 
VKTX Viking Therapeutics Inc.
+3.69%
+$4,831.85 
EMR Emerson Electric Co.
+3.66%
+$1,280.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$1.3M 
SCHF Schwab International Equity ETF
+3.65%
+$1.18M 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.64%
+$3,902.01 
CRBG Corebridge Financial Inc.
+3.61%
+$5,880 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$4,036.78 
VSGX Vanguard ESG International Stock ETF
+3.52%
+$27,730.5 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$2,410.2 
SCHA Schwab U.S. Small-Cap ETF
+3.44%
+$2,881.97 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$15,958.58 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+3.4%
+$16,629.12 
GWX SPDR S&P International Small Cap ETF
+3.39%
+$164.84 
VGT Vanguard Information Technology ETF
+3.37%
+$3,840.48 
IYW iShares U.S. Technology ETF
+3.36%
+$388.08 
PAVE Global X U.S. Infrastructure Development ETF
+3.34%
+$1,005.52 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$6,618.04 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$3,357.03 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$73,881.57 
VBK Vanguard Small-Cap Growth ETF
+3.3%
+$1,684.41 
C Citigroup Inc.
+3.29%
+$7,111.8 
XLI Industrial Select Sector SPDR Fund
+3.25%
+$2,147.28 
GS The Goldman Sachs Group, Inc.
+3.23%
+$79,474.93 
XLB Materials Select Sector SPDR Fund
+3.22%
+$19.14 
GLD SPDR Gold Shares
+3.21%
+$7,839.27 
BRC Brady Corporation
+3.2%
+$20,856.24 
IQLT iShares MSCI International Quality Factor ETF
+3.19%
+$327.54 
DIHP Dimensional International High Profitability Portfolio
+3.16%
+$3,436.31 
PCAR PACCAR Inc.
+3.16%
+$450 
IEUR iShares Core MSCI Europe ETF
+3.15%
+$195.72 
EFA iShares MSCI EAFE ETF
+3.14%
+$22,552.99 
IAU iShares Gold Trust
+3.13%
+$2,780.18 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.07%
+$23,802.3 
VTWO Vanguard Russell 2000 ETF
+3.04%
+$204,809.81 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.04%
+$74,102.93 
ARW Arrow Electronics Inc.
+3.03%
+$1,956 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$7,024.2 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$86,066.83 
IWM iShares Russell 2000 ETF
+3%
+$147,344.33 
AVDE Avantis International Equity ETF
+2.94%
+$12,322.76 
SCHM Schwab U.S. Mid-Cap ETF
+2.93%
+$3,357.62 
AVDV Avantis International Small Cap Value ETF
+2.92%
+$2,838 
SMR NuScale Power Corporation
+2.91%
+$3,505.68 
LHX L3Harris Technologies, Inc.
+2.89%
+$113.93 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.88%
+$9,972.4 
TPR Tapestry Inc.
+2.87%
+$526.5 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+2.87%
+$81.94 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.86%
+$1,161.62 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+2.85%
+$8,374.29 
TEL TE Connectivity plc
+2.81%
+$1,420 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.8%
+$1,913.84 
APAM Artisan Partners Asset Management Inc.
+2.79%
+$41,377.27 
MS Morgan Stanley
+2.79%
+$43,816.32 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$7,091.28 
INTF iShares International Equity Factor ETF
+2.77%
+$900 
IBIT iShares Bitcoin Trust
+2.75%
+$5,839.2 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.75%
+$137.12 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$806.52 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$1,817.84 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$244,043.6 
CGGR Capital Group Growth ETF
+2.62%
+$3,627 
BBAI BigBear.ai Holdings Inc.
+2.61%
+$13.12 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$43,776.02 
DLS WisdomTree International SmallCap Dividend Fund
+2.59%
+$1,430.17 
TT Trane Technologies plc
+2.58%
+$161.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$14.9 
EXPE Expedia Group, Inc.
+2.56%
+$403.2 
EMN Eastman Chemical Company
+2.52%
+$360 
MDY SPDR S&P MidCap 400 ETF Trust
+2.51%
+$2,753.07 
DDOG Datadog, Inc. Class A Common Stock
+2.51%
+$337.19 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$1,805.4 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.48%
+$3,809.26 
VB Vanguard Small-Cap ETF
+2.48%
+$89,149.52 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$73,430.7 
KELYA Kelly Services Inc.
+2.47%
+$2,288.39 
GPK Graphic Packaging Holding Company
+2.47%
+$510 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.44%
+$1,041.52 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$310,261.29 
HD The Home Depot, Inc.
+2.42%
+$22,338.65 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.41%
+$1,367.04 
BMY Bristol-Myers Squibb Company
+2.41%
+$670 
CSCO Cisco Systems, Inc.
+2.4%
+$6,164.55 
IDV iShares International Select Dividend ETF
+2.38%
+$131,992.52 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$75.6 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$2,419.42 
LLY Eli Lilly and Company
+2.37%
+$23,482.16 
WAB Wabtec Corporation
+2.37%
+$6.08 
DFIV Dimensional International Value ETF
+2.37%
+$1,503.45 
LMND Lemonade Inc.
+2.36%
+$105.6 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$5,846.11 
CIEN Ciena Corporation
+2.33%
+$27,324.03 
ACWI iShares MSCI ACWI ETF
+2.32%
+$307.54 
NVDA NVIDIA Corporation
+2.32%
+$120,235.82 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.32%
+$23.76 
IWN iShares Russell 2000 Value ETF
+2.29%
+$735.68 
PFE Pfizer Inc.
+2.29%
+$159.12 
IUSG iShares Core S&P U.S. Growth ETF
+2.25%
+$97.44 
ICVT iShares Convertible Bond ETF
+2.25%
+$18.23 
BDYN iShares Dynamic Equity Active ETF
+2.25%
+$398.4 
LOW Lowe's Companies Inc.
+2.25%
+$16,174.08 
DISV Dimensional International Small Cap Equity Fund
+2.24%
+$353.28 
APH Amphenol Corporation
+2.24%
+$7,894.2 
TPG TPG Inc.
+2.24%
+$9,350 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$64,760.78 
IWR iShares Russell Mid-Cap ETF
+2.21%
+$24,602.47 
CSX CSX Corporation
+2.2%
+$618.12 
LULU lululemon athletica inc.
+2.18%
+$2,576.84 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$7.98 
FV First Trust Dorsey Wright Focus 5 ETF
+2.16%
+$600.07 
CAH Cardinal Health Inc.
+2.12%
+$5,967 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.12%
+$511.5 
MEDP Medpace Holdings Inc.
+2.08%
+$971 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$548.36 
CGDV Capital Group Dividend Value ETF
+2.07%
+$5,047 
IWS iShares Russell Mid-Cap Value ETF
+2.06%
+$1,520.55 
ESGV Vanguard ESG U.S. Stock ETF
+2.04%
+$605.52 
FCFS FirstCash Holdings, Inc.
+2.04%
+$612.73 
AVUS Avantis U.S. Equity ETF
+2%
+$339.07 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$170.04 
IWD iShares Russell 1000 Value ETF
+1.98%
+$11,938.89 
JQUA JPMorgan U.S. Quality Factor ETF
+1.98%
+$813.78 
VONV Vanguard Russell 1000 Value Index Fund
+1.95%
+$1,155.75 
EZM WisdomTree U.S. MidCap Fund
+1.94%
+$33.96 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$3,931.84 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$149.12 
GM General Motors Company
+1.93%
+$2,161.89 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.93%
+$48,829 
DIS The Walt Disney Company
+1.92%
+$327.83 
DFUV Dimensional US Marketwide Value ETF
+1.91%
+$14,509.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.9%
+$600.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$4,874.28 
VUG Vanguard Growth ETF
+1.88%
+$31,349.76 
DFAU Dimensional US Core Equity Market ETF
+1.88%
+$289.52 
HSIC Henry Schein, Inc.
+1.86%
+$588 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$45,375.63 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$4,428.15 
VO Vanguard Mid-Cap ETF
+1.85%
+$208,861.38 
MGK Vanguard Mega Cap Growth ETF
+1.84%
+$2,089.28 
BKNG Booking Holdings Inc.
+1.83%
+$294.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.83%
+$633.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$1.54M 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+1.82%
+$23,281.56 
VTHR Vanguard Russell 3000 ETF
+1.81%
+$28,303.51 
CRSP Crispr Therapeutics AG
+1.8%
+$179.78 
EES WisdomTree U.S. SmallCap Fund
+1.8%
+$31.44 
IWV ISHARES RUSSELL 3000 ETF
+1.79%
+$2,793.42 
IJS iShares S&P Small-Cap 600 Value ETF
+1.78%
+$27,284.08 
ITW Illinois Tool Works Inc.
+1.77%
+$1,043.4 
MGC Vanguard Mega Cap ETF
+1.77%
+$3,497.52 
GNR SPDR S&P Global Natural Resources ETF
+1.77%
+$233.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$45.3 
EFIV SPDR S&P 500 ESG ETF
+1.76%
+$10,440.57 
PTLC Pacer Trendpilot US Large Cap ETF
+1.76%
+$1,200.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.75%
+$99.28 
QUAL iShares MSCI USA Quality Factor ETF
+1.75%
+$2,463.44 
IWB iShares Russell 1000 ETF
+1.75%
+$5,294.53 
IVV iShares Core S&P 500 ETF
+1.74%
+$55,898.67 
AXP American Express Company
+1.74%
+$163.8 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.72%
+$220.82 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$2,812.6 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$166,184.93 
VOO Vanguard S&P 500 ETF
+1.7%
+$587,448.94 
CLSE Convergence Long/Short Equity Fund
+1.7%
+$20,749.62 
VONE Vanguard Russell 1000 ETF
+1.69%
+$1,401.12 
DFLV Dimensional US Large Cap Value ETF
+1.68%
+$5,932.99 
VTV Vanguard Value ETF
+1.68%
+$23,325.19 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$19,392 
BX Blackstone Inc.
+1.66%
+$4,865.9 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$2,227.68 
CEG Constellation Energy Corporation
+1.62%
+$1,038.84 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$3,813.12 
VONG Vanguard Russell 1000 Growth Fund
+1.59%
+$51,326.52 
OEF iShares S&P 100 ETF
+1.59%
+$933.16 
NPK National Presto Industries Inc.
+1.58%
+$748.47 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.54%
+$4,638.93 
MET MetLife Inc.
+1.53%
+$2,640 
TROW T. Rowe Price Group, Inc.
+1.53%
+$3,260 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$1,795.57 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$262.11 
MRK Merck & Co., Inc.
+1.45%
+$8,132.75 
JPM JPMorgan Chase & Co.
+1.43%
+$18,210.23 
DE Deere & Company
+1.42%
+$4,978.13 
AMZN Amazon.com Inc
+1.4%
+$38,967.78 
USB U.S. Bancorp
+1.4%
+$2,055.07 
IGF iShares Global Infrastructure ETF
+1.29%
+$9,621.97 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$6,743.74 
LIN Linde plc
+1.27%
+$828.16 
YUM Yum! Brands, Inc.
+1.27%
+$672 
UBER Uber Technologies, Inc.
+1.25%
+$4,189.06 
GEHC GE HealthCare Technologies Inc.
+1.25%
+$10.34 
BMO Bank of Montreal
+1.24%
+$2,218.79 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$652,404.11 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$3,554.59 
RWL Invesco S&P 500 Revenue ETF
+1.22%
+$729.12 
AAPL Apple Inc.
+1.19%
+$53,202.39 
ONB Old National Bancorp
+1.19%
+$7,610.76 
IVE ISHARES S&P 500 VALUE ETF
+1.18%
+$33,646.47 
PYPL PayPal Holdings Inc
+1.18%
+$958.08 
LIF Life360, Inc.
+1.16%
+$61.36 
ASB Associated Banc-Corp
+1.15%
+$8.25 
PCY Invesco Emerging Markets Sovereign Debt ETF
+1.14%
+$105.11 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$24.86 
IUSV iShares Core S&P U.S. Value ETF
+1.14%
+$2,879.28 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.12%
+$12,519 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.1%
+$1,826.22 
IBM International Business Machines Corporation
+1.09%
+$13,547.13 
OPK Opko Health Inc.
+1.04%
+$480 
BAC Bank of America Corporation
+1.01%
+$11,224.95 
XLC Communication Services Select Sector SPDR Fund
+1%
+$72.15 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1%
+$627.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.96%
+$921.83 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$1,183.19 
MMM 3M Company
+0.94%
+$6,564.98 
MCD McDonald's Corporation
+0.93%
+$15,461.83 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$385.65 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$372.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$433.26 
SDY SPDR S&P Dividend ETF
+0.88%
+$1,413.62 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.84%
+$337.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$2,407.3 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$58.45 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$5.39 
COWZ Pacer US Cash Cows 100 ETF
+0.79%
+$73 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$323.64 
CAG Conagra Brands Inc.
+0.79%
+$3.67 
JKI iShares Morningstar Mid-Cap Value ETF
+0.77%
+$442.34 
BEPC Brookfield Renewable Corporation
+0.75%
+$670.32 
REET iShares Global REIT ETF
+0.74%
+$435.01 
URI United Rentals, Inc.
+0.73%
+$107.52 
XLF Financial Select Sector SPDR Fund
+0.72%
+$98.25 
CBU Community Bank System, Inc.
+0.71%
+$1,805.5 
BLK BlackRock, Inc.
+0.7%
+$459.23 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.69%
+$1,788.65 
MBB iShares MBS ETF
+0.67%
+$25.2 
FALN iShares Fallen Angels USD Bond ETF
+0.65%
+$94.86 
DVY iShares Select Dividend ETF
+0.64%
+$22,713.05 
LNC Lincoln National Corporation
+0.64%
+$1,150 
PWV Invesco Large Cap Value ETF
+0.62%
+$120.44 
FTCS First Trust Capital Strength ETF
+0.61%
+$684.57 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$30.21 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$149.78 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1,187.2 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$86.32 
DFGR Dimensional Global Real Estate ETF
+0.57%
+$8.41 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$24.12 
HYDB iShares High Yield Systematic Bond ETF
+0.55%
+$2.55 
SMTH ALPS Smith Core Plus Bond ETF
+0.55%
+$35.84 
GOOG Alphabet Inc
+0.54%
+$5,542.27 
UNP Union Pacific Corporation
+0.53%
+$118.44 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$35.67 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$160.53 
RDDT Reddit Inc Class A
+0.51%
+$1,564.24 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$421.2 
ABT Abbott Laboratories
+0.49%
+$1,631.52 
WFC Wells Fargo & Company
+0.48%
+$395 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$6.82 
PLTR Palantir Technologies Inc.
+0.47%
+$817.39 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.47%
+$5.12 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.46%
+$476.68 
VLTO Veralto Corporation
+0.44%
+$40.68 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.42%
+$42.43 
PLW Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF
+0.38%
+$141.83 
VZ Verizon Communications Inc.
+0.36%
+$3,446.07 
TMUS T-Mobile US, Inc.
+0.36%
+$971.5 
CUBE CubeSmart
+0.36%
+$1.2 
RVT Royce Small-Cap Trust, Inc.
+0.34%
+$420 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,111.62 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$25 
EGHT 8x8 Inc.
+0.29%
+$1.25 
IGE iShares North American Natural Resources ETF
+0.29%
+$510 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.25%
+$3.75 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$2,196.97 
MUB iShares National Muni Bond ETF
+0.23%
+$1,773.25 
ISRG Intuitive Surgical, Inc.
+0.21%
+$591.37 
U Unity Software Inc.
+0.21%
+$10.72 
D Dominion Energy, Inc.
+0.2%
+$27 
XLU Utilities Select Sector SPDR Fund
+0.17%
+$376.12 
GOOGL Alphabet Inc
+0.16%
+$6,975.66 
VIRT Virtu Financial, Inc.
+0.14%
+$302.25 
ABBV AbbVie Inc.
+0.11%
+$1,116.25 
TEM Tempus AI, Inc.
+0.1%
+$76.95 
BKLN Invesco Senior Loan ETF
+0.1%
+$781.54 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$1 
JNJ Johnson & Johnson
+0.09%
+$573.48 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$28.28 
JLL Jones Lang LaSalle Inc.
+0.06%
+$42.94 
GIS General Mills, Inc.
+0.06%
+$41.54 
KMB Kimberly-Clark Corporation
+0.05%
+$8 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$16.05 
ABC AmerisourceBergen Corporation
0%
$0 
AMC
0%
$0 
AZN
0%
$0 
BOX
0%
$0 
CMA Comerica Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CRTX Cortexyme Inc
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
JCI
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SNOW
0%
$0 
SWM Schweitzer-Mauduit International Inc
0%
$0 
WOPEY Woodside Petroleum Ltd.
0%
$0 
YNDX Yandex NV
0%
$0 
ORCL Oracle Corporation
-8.32%
-$5,390.28 
ADBE Adobe Inc.
-6.23%
-$4,010.28 
CHWY Chewy Inc.
-5.71%
-$2,850 
DVN Devon Energy Corporation
-4.15%
-$8,475.3 
SAP SAP SE Sponsored ADR
-3.99%
-$162.96 
HRB H&R Block Inc.
-3.72%
-$692.5 
COP ConocoPhillips
-3.69%
-$4,190.78 
APP AppLovin Corporation Class A Common Stock
-2.9%
-$6,992.3 
ADM Archer-Daniels-Midland Co
-2.79%
-$1,995.33 
NOW ServiceNow, Inc.
-2.77%
-$58.8 
SPGI S&P Global Inc.
-2.75%
-$2,868.95 
FIGS Figs Inc.
-2.74%
-$2,519.05 
XOM Exxon Mobil Corporation
-2.61%
-$28,826.55 
WM Waste Management, Inc.
-2.38%
-$7,318.09 
MO Altria Group, Inc.
-2.37%
-$8,501.5 
ADP Automatic Data Processing Inc.
-2.23%
-$1,081.5 
BSX Boston Scientific Corporation
-2.15%
-$1,738.88 
CRM Salesforce Inc
-2.14%
-$2,324.1 
PSX Phillips 66
-2.04%
-$1,280.2 
CVX Chevron Corporation
-2.01%
-$25,605.46 
SOLV Solventum Corporation
-2%
-$1.62 
XLE Energy Select Sector SPDR Fund
-1.97%
-$6,598.64 
TTD The Trade Desk, Inc. Class A
-1.89%
-$73 
MSFT Microsoft Corp.
-1.85%
-$80,173.69 
DOX Amdocs Limited
-1.83%
-$130.62 
RSG Republic Services, Inc.
-1.69%
-$3,600 
PAYX Paychex Inc.
-1.64%
-$1,439.85 
ACN Accenture plc Class A
-1.58%
-$86.4 
FIS Fidelity National Information Services, Inc.
-1.46%
-$3,498.09 
AMT American Tower Corporation
-1.42%
-$409.5 
KMI Kinder Morgan, Inc.
-1.38%
-$284.24 
VLO Valero Energy Corporation
-1.36%
-$877.5 
EPD Enterprise Products Partners L.P.
-1.31%
-$1,633.5 
DHR Danaher Corporation
-1.3%
-$1,328.04 
PLUG Plug Power Inc.
-1.22%
-$26.7 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.21%
-$6,484.82 
MTG MGIC Investment Corporation
-1.19%
-$5,928.9 
KO The Coca-Cola Company
-1.18%
-$1,499.17 
MQ Marqeta, Inc. Class A
-1.18%
-$25.25 
CCI Crown Castle Inc.
-1.15%
-$8.56 
SCLX Scilex Holding Company
-1.14%
-$2 
V Visa Inc. Class A
-1.1%
-$8,739.78 
MPC Marathon Petroleum Corporation
-1.07%
-$2,821.24 
ICE Intercontinental Exchange, Inc.
-1.05%
-$740 
GLPI Gaming and Leisure Properties, Inc.
-1.05%
-$263.67 
PODD Insulet Corporation
-1.03%
-$224.75 
LNG Cheniere Energy Inc.
-0.97%
-$2,154.95 
NFLX Netflix, Inc.
-0.96%
-$18,952.1 
PDLB Ponce Financial Group Inc.
-0.95%
-$2,220 
PAA Plains All American Pipeline, L.P.
-0.95%
-$441.39 
GTM ZoomInfo Technologies Inc.
-0.93%
-$5.42 
ET Energy Transfer L.P.
-0.92%
-$1,672.31 
CHD Church & Dwight Co., Inc.
-0.92%
-$540 
KW Kennedy-Wilson Holdings Inc.
-0.91%
-$3.7 
PGR Progressive Corporation
-0.78%
-$100.8 
CB Chubb Limited
-0.76%
-$436.82 
AMLP Alerian MLP ETF
-0.76%
-$4,435.2 
COST Costco Wholesale Corporation
-0.74%
-$1,507.92 
CLX The Clorox Company
-0.73%
-$365 
SCHW Charles Schwab Corporation
-0.73%
-$3,214.25 
WEC WEC Energy Group Inc.
-0.72%
-$1,295.6 
BRO Brown & Brown Inc.
-0.56%
-$986 
STWD Starwood Property Trust Inc.
-0.56%
-$940.49 
META Meta Platforms Inc Class A
-0.55%
-$10,965.13 
AFL Aflac Inc.
-0.53%
-$40.3 
KR Kroger Co.
-0.51%
-$363 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$36 
UNH UnitedHealth Group Incorporated
-0.47%
-$944.64 
MA Mastercard Incorporated
-0.46%
-$1,075.19 
T AT&T Inc.
-0.43%
-$3,621.6 
PEP PepsiCo, Inc.
-0.42%
-$373.21 
BDX Becton, Dickinson and Company
-0.41%
-$155.18 
PG Procter & Gamble Co
-0.41%
-$547.35 
FISV Fiserv, Inc.
-0.28%
-$1,267.95 
RBRK Rubrik, Inc.
-0.28%
-$238.2 
EW Edwards Lifesciences Corporation
-0.27%
-$42.09 
MCK McKesson Corporation
-0.27%
-$1,728.3 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$71.4 
RITM-PD Rithm Capital Corp.
-0.2%
-$300 
SOVF Sovereign's Capital Flourish Fund
-0.18%
-$103.22 
PPL PPL Corporation
-0.15%
-$38.83 
WMT Walmart Inc.
-0.14%
-$543.02 
AMP Ameriprise Financial, Inc.
-0.14%
-$101.76 
RJF Raymond James Financial Inc.
-0.12%
-$54 
NEE NextEra Energy, Inc.
-0.11%
-$52.63 
XLRE The Real Estate Select Sector SPDR Fund
-0.11%
-$3.25 
TJX The TJX Companies, Inc.
-0.11%
-$189 
MSI Motorola Solutions, Inc.
-0.07%
-$441.04 
HPQ HP Inc.
-0.06%
-$24.9 
HDV iShares Core High Dividend ETF
-0.05%
-$763.87 
AEP American Electric Power Company, Inc.
-0.05%
-$32.4 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$26.64 
BRK-B Berkshire Hathaway Inc.
0%
-$24.89 Events
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Dividends
Dividend Analysis
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| Trades 3747 | Longs Won 2322/3747 61% | Profit Factor 11.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,944.31 |
| Average Win $67,491.01 | Best Trade (Jun 11) $5.31M | Sharpe Ratio -9.23 |
| Average Loss -$9,200.04 | Worst Trade (Dec 31) -$402,631.12 | Z-Score 2.89 (99.61%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $38,325.08 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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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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