Edward Lowndes Portfolio
Invests via Angeles Wealth Management LLC | Managed by Joshua R. Rothstein, CFA, Chloe Wohlforth, CFP
Invests via Angeles Wealth Management LLC
Managed by Joshua R. Rothstein, CFA, Chloe Wohlforth, CFP
Automatically Tracked
Edward Lowndes Profile
Edward Lowndes is an accomplished investor-operator known for his strategic leadership in technology commercialization. With extensive experience in driving product innovations, he has successfully positioned various companies to seize market opportunities and enhance operational efficiencies. His entrepreneurial path includes founding multiple startups that focus on transforming cutting-edge ideas into viable market solutions. Furthermore, he possesses a keen insight into industry trends and consumer behavior, allowing him to effectively navigate complex business landscapes. As a dynamic force in capital markets, Edward plays a pivotal role by fostering growth-oriented initiatives and establishing collaborative networks that drive value creation across sectors.
Edward Lowndes is an accomplished investor-operator known for his strategic leadership in technology commercialization. With extensive experience in driving product innovations, he has successfully positioned various companies to seize market opportunities and enhance operational efficiencies. His entrepreneurial path includes founding multiple startups that focus on transforming cutting-edge ideas into viable market solutions. Furthermore, he possesses a keen insight into industry trends and consumer behavior, allowing him to effectively navigate complex business landscapes. As a dynamic force in capital markets, Edward plays a pivotal role by fostering growth-oriented initiatives and establishing collaborative networks that drive value creation across sectors.
Investment Philosophy & Strategy
Growth potential in emerging technologies drives Edward Lowndes' investment strategy. Leveraging his background as a founder of multiple startups, he adeptly identifies trends and market gaps ripe for innovation. With a focus on scalable business models, the approach prioritizes investments that promise substantial returns through technological advancement and operational efficiencies. This method not only emphasizes strategic partnerships but also promotes the acceleration of disruptive ideas into viable commercial ventures. His keen awareness of industry dynamics positions him advantageously in capital markets, ensuring alignment with evolving consumer demands.
Growth potential in emerging technologies drives Edward Lowndes' investment strategy. Leveraging his background as a founder of multiple startups, he adeptly identifies trends and market gaps ripe for innovation. With a focus on scalable business models, the approach prioritizes investments that promise substantial returns through technological advancement and operational efficiencies. This method not only emphasizes strategic partnerships but also promotes the acceleration of disruptive ideas into viable commercial ventures. His keen awareness of industry dynamics positions him advantageously in capital markets, ensuring alignment with evolving consumer demands.
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:
136.03%
Gain -0.77%
Monthly
1.46%
Yearly
18.96%
Drawdown
27.42%
$2.69B
Equity
Holdings
$2.69B
Investment
$2.11B
$594.34M
Profit -$8.72M
Realized
$13M
Unrealized
$581.34M
Dividends
$90.36M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$8.72M
Win %
71%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$10.59M
Win %
71%
This Month
Compared to last month
Gain
-0.46%
Profit
-$12.38M
Win %
71%
This Year
Compared to last year
Gain
1.54%
Profit
$41.26M
Win %
69%
CCI Crown Castle Inc.
+9.97%
+$38,529.72 
NET Cloudflare, Inc. Class A Common Stock
+7.68%
+$21,463.61 
PANW Palo Alto Networks, Inc.
+6.89%
+$164,157.23 
CRWD CrowdStrike Holdings, Inc.
+6.87%
+$124,483.52 
SOC Sable Offshore Corp.
+6.25%
+$2,205.71 
CGNT Cognyte Software Ltd.
+5.77%
+$32,984.89 
DDOG Datadog Inc. Class A
+5.75%
+$24,690.12 
HAL Halliburton Company
+5.11%
+$22,736.73 
DVN Devon Energy Corporation
+4.37%
+$10,689.8 
TRGP Targa Resources Corp.
+4.36%
+$14,789.73 
BKR Baker Hughes Company
+4.05%
+$17,928.54 
COP ConocoPhillips
+3.91%
+$61,474.5 
AMT American Tower Corporation
+3.81%
+$16,047.46 
VNOM Viper Energy, Inc. Class A Common Stock
+3.75%
+$37,413.6 
AVPT AvePoint Inc. Class A Common Stock
+3.67%
+$110,620.87 
LNG Cheniere Energy Inc.
+3.65%
+$7,133.2 
EOG EOG Resources, Inc.
+3.57%
+$21,559.47 
REAL The RealReal Inc.
+3.44%
+$39,391.2 
HPE Hewlett Packard Enterprise Company
+3.34%
+$9,633.01 
PAA Plains All American Pipeline, L.P. Common Units
+3.34%
+$173,799.26 
MU Micron Technology Inc.
+3.22%
+$236,642.49 
AR Antero Resources Corporation
+3.02%
+$18,003.24 
NU Nu Holdings Ltd. Class A Ordinary Shares
+3.02%
+$20,971.07 
FTNT Fortinet, Inc.
+2.98%
+$20,296.15 
USEA United Maritime Corp.
+2.89%
+$5,393.64 
TTE TotalEnergies SE
+2.81%
+$7,260.16 
LMT Lockheed Martin Corporation
+2.81%
+$37,692.55 
PAGP Plains GP Holdings, L.P. Class A Shares
+2.81%
+$66,454.96 
SNOW Snowflake Inc. Common Stock
+2.77%
+$20,638.73 
JBL Jabil Inc.
+2.76%
+$4,296.71 
DIBS 1stdibs.com Inc.
+2.75%
+$1,224.96 
KMI Kinder Morgan Inc.
+2.7%
+$17,208.1 
NOVT Novanta Inc.
+2.66%
+$3,357.75 
XLE State Street Energy Select Sector SPDR ETF
+2.63%
+$40,153.24 
NOK Nokia Corporation Sponsored ADR
+2.6%
+$8,297.17 
CVX Chevron Corporation
+2.59%
+$95,435.44 
DJCO Daily Journal Corp.
+2.58%
+$15,424.68 
IPGP IPG Photonics Corporation
+2.57%
+$5,635.24 
ASX ASE Technology Holding Co., Ltd. ADR
+2.52%
+$6,382.1 
HESM Hess Midstream LP Class A
+2.5%
+$6,224.99 
OKE ONEOK, Inc.
+2.47%
+$8,236 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.44%
+$245.06 
IMO Imperial Oil Limited
+2.44%
+$6,892.96 
XOM ExxonMobil Holdings Corporation
+2.41%
+$135,923 
MRVL Marvell Technology Inc.
+2.41%
+$12,255.64 
CVLT Commvault Systems, Inc.
+2.39%
+$17,565.62 
GHM Graham Corporation Common Stock
+2.39%
+$3,101.56 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.24%
+$15,405 
CDNS Cadence Design Systems, Inc.
+2.21%
+$10,797.66 
ISRG Intuitive Surgical Inc.
+2.16%
+$33,612.95 
SNPS Synopsys Inc.
+2.02%
+$7,096.49 
HONA Honeywell Aerospace Inc.
+2.02%
+$5,173.15 
DTST Data Storage Corporation
+2.01%
+$2,586 
WMB The Williams Companies, Inc.
+2.01%
+$18,641.76 
NOVTU Novanta Inc. 6.50% Tangible Equity Units due 2028
+2%
+$2,672.7 
AMD Advanced Micro Devices Inc.
+1.98%
+$77,736.83 
MEDP Medpace Holdings, Inc.
+1.9%
+$11,385.86 
ORCL Oracle Corporation
+1.89%
+$25,367.37 
EPD Enterprise Products Partners L.P.
+1.89%
+$20,489.55 
TXN Texas Instruments Inc.
+1.89%
+$28,078.56 
IGV iShares Expanded Tech-Software Sector ETF
+1.86%
+$32.32 
PRLB Proto Labs, Inc.
+1.78%
+$7,567.5 
TER Teradyne, Inc.
+1.74%
+$3,580.48 
KEYS Keysight Technologies, Inc.
+1.72%
+$3,282.62 
INTC Intel Corporation
+1.7%
+$33,131.81 
EWY iShares MSCI South Korea ETF
+1.69%
+$753.48 
UROY Uranium Royalty Corp.
+1.63%
+$1,572.45 
DELL Dell Technologies Inc. Class C Common Stock
+1.59%
+$9,108.86 
FCX Freeport-McMoRan Inc.
+1.58%
+$7,436.82 
IGE iShares North American Natural Resources ETF
+1.57%
+$209.1 
APH Amphenol Corp. Class A Common Stock
+1.56%
+$62,754.72 
UMC United Microelectronics Corp. ADR
+1.54%
+$2,608.61 
MKSI MKS Inc.
+1.47%
+$2,640.96 
LITE Lumentum Holdings Inc.
+1.46%
+$2,692.55 
QCOM QUALCOMM Incorporated
+1.46%
+$37,000.68 
CSCO Cisco Systems, Inc.
+1.36%
+$46,096.05 
AXON Axon Enterprise, Inc.
+1.34%
+$4,997.07 
NTRS Northern Trust Corporation
+1.31%
+$2,521.55 
ADI Analog Devices, Inc.
+1.3%
+$24,179.95 
PHM PulteGroup, Inc.
+1.26%
+$2,228.76 
JCI Johnson Controls International plc
+1.26%
+$8,085.6 
EMR Emerson Electric Co.
+1.24%
+$7,434.94 
Q Qnity Electronics Inc.
+1.23%
+$1,925.57 
ILF iShares Latin America 40 ETF
+1.21%
+$13,083.3 
AMAT Applied Materials Inc.
+1.16%
+$25,641.22 
HCA HCA Healthcare, Inc.
+1.14%
+$15,773.8 
ANET Arista Networks Inc.
+1.1%
+$8,195.95 
GNR State Street SPDR S&P Global Natural Resources ETF
+1.06%
+$500 
ABT Abbott Laboratories
+1%
+$12,338.37 
NOW ServiceNow Inc.
+0.97%
+$23,424.72 
SOXX iShares Semiconductor ETF
+0.97%
+$3,022.2 
SMH VanEck Semiconductor ETF
+0.95%
+$5,700.61 
ASML ASML Holding N.V. NY Registered Shares
+0.93%
+$11,829.69 
ROK Rockwell Automation Inc.
+0.92%
+$2,087.94 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.89%
+$7,796.18 
IXN iShares Global Tech ETF
+0.86%
+$2,603.78 
EWT iShares MSCI Taiwan ETF
+0.85%
+$32.56 
AME AMETEK, Inc.
+0.81%
+$1,753.67 
WCN Waste Connections, Inc.
+0.81%
+$2,576.21 
GLW Corning Incorporated
+0.79%
+$6,552 
STHO Star Holdings
+0.73%
+$725.95 
FSLR First Solar Inc.
+0.72%
+$2,603.91 
ALAB Astera Labs, Inc.
+0.7%
+$1,702.46 
XLK State Street Technology Select Sector SPDR ETF
+0.7%
+$2,026.92 
MSFT Microsoft Corporation Common Stock
+0.69%
+$372,030.41 
FRDM Freedom 100 Emerging Markets ETF
+0.68%
+$19,124.25 
CIEN Ciena Corp.
+0.68%
+$1,064.34 
VRSN VeriSign, Inc.
+0.67%
+$2,046.24 
VGT Vanguard Information Technology ETF
+0.65%
+$2,883.65 
RVTY Revvity Inc.
+0.63%
+$5,745.96 
MOO VanEck Agribusiness ETF
+0.61%
+$50 
MTUM iShares MSCI USA Momentum Factor ETF
+0.61%
+$693.44 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.57%
+$1,758.64 
SHOP Shopify Inc.
+0.57%
+$4,027.2 
IYW iShares U.S. Technology ETF
+0.55%
+$1,379.59 
LBRT Liberty Energy Inc.
+0.52%
+$3,755.68 
VEEV Veeva Systems Inc.
+0.5%
+$1,884.07 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
+0.49%
+$205.44 
BA The Boeing Company
+0.48%
+$2,421.9 
AVGO Broadcom Inc.
+0.45%
+$65,176.5 
PWR Quanta Services, Inc.
+0.43%
+$15,384.32 
SLX VanEck Steel ETF
+0.43%
+$1,910.06 
PODD Insulet Corporation
+0.42%
+$2,330 
EEM iShares MSCI Emerging Markets ETF
+0.42%
+$275.86 
DT Dynatrace Inc.
+0.38%
+$1,326.48 
STAA STAAR Surgical Company
+0.38%
+$619.23 
PLUG Plug Power Inc.
+0.36%
+$83.17 
LH Labcorp Holdings Inc.
+0.33%
+$2,106.8 
DE Deere & Company
+0.33%
+$3,076.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$4,149.81 
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
+0.32%
+$23.2 
SYK Stryker Corp.
+0.32%
+$2,525.91 
IBM International Business Machines Corporation
+0.31%
+$4,584.84 
DFAE Dimensional Emerging Core Equity Market ETF
+0.3%
+$115.94 
LRCX Lam Research Corp.
+0.29%
+$6,961.22 
SPOT Spotify Technology S.A.
+0.28%
+$2,303.16 
AVEM Avantis Emerging Markets Equity ETF
+0.26%
+$314.32 
NCNO nCino, Inc.
+0.26%
+$2,037.48 
VEGN US Vegan Climate ETF
+0.25%
+$760 
RF Regions Financial Corp.
+0.25%
+$500.29 
IAT iShares U.S. Regional Banks ETF
+0.23%
+$8.26 
UGI UGI Corporation
+0.23%
+$932.04 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.23%
+$2,052.32 
ABBV AbbVie Inc.
+0.21%
+$13,829.01 
STT State Street Corporation Common Stock
+0.21%
+$861.12 
QQQI NEOS Nasdaq-100 High Income ETF
+0.2%
+$1,492.15 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.2%
+$419.52 
KBE State Street SPDR S&P Bank ETF
+0.2%
+$39.39 
QQQ Invesco QQQ Trust, Series 1
+0.19%
+$7,358.69 
IQV IQVIA Holdings Inc.
+0.18%
+$683.9 
CME CME Group Inc. Class A Common Stock
+0.17%
+$1,092.84 
CMI Cummins Inc.
+0.16%
+$2,193.42 
QQQM Invesco NASDAQ 100 ETF
+0.15%
+$2.23 
SNDK Sandisk Corp.
+0.15%
+$1,102.03 
VPL Vanguard FTSE Pacific ETF
+0.14%
+$26.55 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.14%
+$33.66 
CMF iShares California Muni Bond ETF
+0.14%
+$112.5 
BAC-PL Bank of America Corporation
+0.13%
+$149.5 
IDV iShares International Select Dividend ETF
+0.12%
+$9,100 
FERG Ferguson Enterprises Inc.
+0.11%
+$241.28 
MUB iShares National Muni Bond ETF
+0.1%
+$81,762.45 
ETN Eaton Corporation plc
+0.1%
+$1,976.45 
MSI Motorola Solutions, Inc.
+0.1%
+$1,144.45 
CTAS Cintas Corporation
+0.08%
+$3,088.74 
DFEV Dimensional Emerging Markets Value ETF
+0.06%
+$23.32 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$97.2 
WDAY Workday Inc Class A Common Stock
+0.05%
+$318.17 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.04%
+$167.96 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$499.48 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,149.76 
DHI D.R. Horton, Inc.
+0.04%
+$69.41 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$30.27 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.03%
+$605.54 
DLR Digital Realty Trust Inc.
+0.02%
+$106.96 
ULST State Street Ultra Short Term Bond ETF
+0.02%
+$45 
CFG Citizens Financial Group Inc.
+0.01%
+$20.27 
CWB SPDR Bloomberg Convertible Securities ETF
+0.01%
+$0.14 
IR Ingersoll Rand Inc.
0%
$0 
ORLA Orla Mining Ltd.
0%
$0 
SWVL Swvl Holdings Corp Class A Common Shares
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRNS Varonis Systems, Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
APO-PA Apollo Global Management, Inc.
0%
$0 ORCL
ORCLPRD
0%
$0 
FIX Comfort Systems USA Inc.
-8.43%
-$30,947.21 
T AT&T Inc.
-6.66%
-$46,349.91 
TMUS T-Mobile US Inc.
-6.2%
-$37,469.36 
EOLS Evolus Inc.
-5.67%
-$44,328.9 
INFY Infosys Ltd. ADR
-5.48%
-$8,659.4 
MET MetLife, Inc.
-4.76%
-$14,499.13 
INV Innventure, Inc.
-4.62%
-$761.71 
CRI Carter's Inc.
-4.61%
-$43,721.4 
NVS Novartis AG Sponsored ADR
-4.4%
-$30,580 
ACN Accenture plc
-4.37%
-$85,265.88 
LULU lululemon athletica inc.
-4.32%
-$16,359.85 
FIGR Figure Technology Solutions, Inc. Class A Common Stock
-4.08%
-$16,660.02 
MSOS AdvisorShares Pure U.S. Cannabis ETF
-4.04%
-$198 
ODFL Old Dominion Freight Line, Inc.
-3.82%
-$18,719.5 
WF Woori Financial Group Inc. Sponsored ADR
-3.76%
-$10,891.4 
CUE Cue Biopharma, Inc.
-3.71%
-$4,900 
HWM Howmet Aerospace Inc.
-3.64%
-$5,301.11 
AXP American Express Company
-3.64%
-$73,135.74 
CL Colgate-Palmolive Co.
-3.58%
-$99,175.33 
RCL Royal Caribbean Cruises Ltd.
-3.57%
-$8,727.88 
PCG PG&E Corporation
-3.5%
-$6,298.56 
USFD US Foods Holding Corp.
-3.5%
-$13,147.69 
UAL United Airlines Holdings, Inc.
-3.46%
-$20,128.06 
TGT Target Corp.
-3.37%
-$9,065.28 
ROST Ross Stores Inc.
-3.32%
-$10,872.25 
LLY Eli Lilly and Company
-3.13%
-$323,935.14 
DEFT DeFi Technologies Inc.
-3.02%
-$252 
LVS Las Vegas Sands Corp.
-3.01%
-$5,471.4 
ATI ATI Inc.
-2.99%
-$5,904.8 
SMIN iShares MSCI India Small-Cap ETF
-2.95%
-$168.3 
GAP The Gap, Inc.
-2.92%
-$16,779.48 
CHD Church & Dwight Co., Inc.
-2.92%
-$12,541.92 
HYLN Hyliion Holdings Corp.
-2.9%
-$2,250 
DRI Darden Restaurants, Inc.
-2.83%
-$7,988.85 
F Ford Motor Co.
-2.72%
-$38,596.35 
CI The Cigna Group
-2.72%
-$20,681.26 
HD The Home Depot, Inc.
-2.7%
-$111,564.27 
WDC Western Digital Corp.
-2.7%
-$9,995.42 
LOW Lowe's Companies, Inc.
-2.69%
-$20,527.11 
ECG Everus Construction Group, Inc.
-2.66%
-$22,260.24 
WRB W. R. Berkley Corporation
-2.65%
-$9,124 
KO The Coca-Cola Company
-2.63%
-$51,020.77 
DORM Dorman Products, Inc.
-2.63%
-$6,646.4 
CPA Copa Holdings, S.A. Class A Common Stock
-2.62%
-$6,029.24 
UBER Uber Technologies Inc.
-2.59%
-$24,573.12 
PG The Procter & Gamble Company
-2.59%
-$54,954.9 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.58%
-$6,684.72 
PII Polaris Inc.
-2.56%
-$32,149.4 
WIT Wipro Ltd. ADR
-2.52%
-$2,268.19 
EXPE Expedia Group Inc.
-2.51%
-$6,908.65 
INTU Intuit Inc.
-2.49%
-$20,753.23 
BKNG Booking Holdings Inc.
-2.47%
-$25,650.74 
PEP PepsiCo, Inc.
-2.4%
-$62,247.78 
MNST Monster Beverage Corporation
-2.39%
-$17,738.74 
ULTA Ulta Beauty, Inc.
-2.3%
-$12,926.75 
CAT Caterpillar Inc.
-2.28%
-$31,307.74 
SYF Synchrony Financial
-2.22%
-$4,822.95 
NKE Nike, Inc. Class B Common Stock
-2.19%
-$10,055.64 
BMY Bristol-Myers Squibb Company
-2.18%
-$28,497.22 
WHR Whirlpool Corp.
-2.15%
-$24,286.02 
RH RH Inc.
-2.09%
-$5.86 
MO Altria Group, Inc.
-2.07%
-$17,701.42 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.04%
-$3,313.84 
BABA Alibaba Group Holding Ltd. ADR
-2.04%
-$63,275.68 
TSLX Sixth Street Specialty Lending, Inc.
-2.04%
-$5,325 
TOST Toast, Inc. Class A Common Stock
-2.04%
-$16,037.12 
BLK BlackRock, Inc.
-1.98%
-$30,622.95 
ADBE Adobe Inc.
-1.97%
-$20,724.86 
GE General Electric Company
-1.96%
-$75,302.13 
MCD McDonald's Corporation
-1.96%
-$32,444.15 
INDA iShares MSCI India ETF
-1.92%
-$1,302.21 
MCO Moody's Corporation
-1.9%
-$38,454.28 
ING ING Groep N.V. Sponsored ADR
-1.88%
-$4,761.05 
HLT Hilton Worldwide Holdings Inc.
-1.86%
-$11,125.46 
APO Apollo Global Management Inc.
-1.85%
-$11,208.06 
PAAS Pan American Silver Corp.
-1.83%
-$6,863.25 
CB Chubb Limited
-1.82%
-$18,867.03 
DASH DoorDash, Inc. Class A Common Stock
-1.79%
-$8,158.5 
MA Mastercard Inc. Class A Common Stock
-1.76%
-$96,795.63 
ALL The Allstate Corporation
-1.75%
-$8,962.76 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-1.75%
-$3,958.87 
VZ Verizon Communications Inc.
-1.75%
-$11,179.29 
GM General Motors Co.
-1.74%
-$6,049.81 
COMP Compass Inc. Class A Common Stock
-1.71%
-$3,093.32 
BX Blackstone Inc.
-1.7%
-$24,082.44 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.69%
-$12,765.54 
RDDT Reddit Inc. Class A Common Stock
-1.67%
-$8,855.28 
JNJ Johnson & Johnson
-1.66%
-$92,306.35 
UNH UnitedHealth Group Inc.
-1.66%
-$29,068.66 
IBN ICICI Bank Ltd. Sponsored ADR
-1.65%
-$3,664.49 
KNF Knife River Corporation
-1.65%
-$7,708.29 
ORLY O'Reilly Automotive Inc.
-1.63%
-$11,238 
AZO AutoZone, Inc.
-1.62%
-$4,397.34 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.6%
-$3,472.16 
MS Morgan Stanley Common Stock
-1.59%
-$22,446.73 
KR The Kroger Co.
-1.58%
-$5,100.69 
SHW The Sherwin-Williams Company
-1.58%
-$69,629.2 
RTX RTX Corporation
-1.57%
-$41,202.59 
WPM Wheaton Precious Metals Corp.
-1.55%
-$4,035.83 
MPWR Monolithic Power Systems Inc.
-1.54%
-$5,135.71 
FDX FedEx Corp.
-1.54%
-$7,787.54 
CAH Cardinal Health, Inc.
-1.53%
-$6,130.8 
AEG Aegon Ltd. New York Registry Shares
-1.52%
-$1,256 
PH Parker-Hannifin Corporation
-1.52%
-$11,544.62 
MRK Merck & Co., Inc.
-1.51%
-$82,335.73 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.5%
-$6,713.17 
RBC RBC Bearings Incorporated
-1.47%
-$8,147.77 
HIG The Hartford Insurance Group, Inc.
-1.47%
-$5,188.55 
HEI.A Heico Corporation
-1.46%
-$110.22 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.43%
-$3,141.5 
MAR Marriott International, Inc. Class A Common Stock
-1.42%
-$3,806.99 
COF Capital One Financial Corp.
-1.39%
-$5,920.34 
XBI State Street SPDR S&P Biotech ETF
-1.39%
-$368.37 
AMGN Amgen Inc. Common Stock
-1.39%
-$14,284.82 
UNP Union Pacific Corp.
-1.38%
-$39,525.83 
WMT Walmart Inc.
-1.38%
-$42,479.79 
MRCY Mercury Systems Inc.
-1.38%
-$2,013.44 
PTON Peloton Interactive Inc. Class A Common Stock
-1.37%
-$8,070.3 
FOXF Fox Factory Holding Corp.
-1.37%
-$25,241.58 
NFLX Netflix Inc.
-1.36%
-$26,056.12 
UL Unilever PLC Sponsored ADR
-1.35%
-$3,344.88 
TJX The TJX Companies, Inc.
-1.35%
-$29,197.28 
GDX VanEck Gold Miners ETF
-1.35%
-$10,450 
RGEN Repligen Corporation
-1.34%
-$6,616.83 
HSBC HSBC Holdings plc Sponsored ADR
-1.33%
-$4,272.44 
RL Ralph Lauren Corp. Class A Common Stock
-1.32%
-$2,525.05 
AEP American Electric Power Company, Inc.
-1.31%
-$5,971.32 
NWG NatWest Group plc Sponsored ADR
-1.29%
-$2,416.48 
SILJ Amplify Junior Silver Miners ETF
-1.29%
-$8,518.04 
KB KB Financial Group Inc. ADR
-1.28%
-$3,820.36 
BSX Boston Scientific Corp.
-1.26%
-$9,977.13 
RBLX Roblox Corp. Class A Common Stock
-1.26%
-$11,445.08 
V Visa Inc. Class A
-1.25%
-$161,846.85 
SBUX Starbucks Corp.
-1.25%
-$8,901.43 
KWR Quaker Houghton
-1.23%
-$2,927.81 
JPM JPMorgan Chase & Co.
-1.22%
-$156,165.28 
PFE Pfizer Inc.
-1.22%
-$6,293.33 
TRV The Travelers Companies, Inc.
-1.22%
-$4,910.28 
CRH CRH plc Ordinary Shares
-1.22%
-$2,427.6 
COST Costco Wholesale Corp
-1.21%
-$140,782.2 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.2%
-$3,291.21 
BIZD VanEck BDC Income ETF
-1.2%
-$2.32 
CRWV CoreWeave Inc. Class A Common Stock
-1.19%
-$1,801.14 
BCS Barclays PLC Sponsored ADR
-1.18%
-$2,084.16 
CSX CSX Corporation
-1.18%
-$6,517.85 
URI United Rentals Inc.
-1.18%
-$3,243.84 
XLF State Street Financial Select Sector SPDR ETF
-1.17%
-$13,838.88 
CART Maplebear Inc. Common Stock
-1.16%
-$2,871.6 
XLV State Street Health Care Select Sector SPDR ETF
-1.16%
-$5,934.6 
GSK GSK plc ADR
-1.15%
-$3,037.32 
SLV iShares Silver Trust
-1.15%
-$3,854.99 
NVO Novo Nordisk A/S Sponsored ADR
-1.14%
-$7,597.8 
DHR Danaher Corp.
-1.14%
-$18,960.94 
VHT Vanguard Health Care ETF
-1.13%
-$15.22 
C Citigroup Inc.
-1.12%
-$9,463.96 
EXC Exelon Corp.
-1.09%
-$3,572.59 
RSG Republic Services Inc.
-1.09%
-$17,342.15 
IT Gartner Inc.
-1.04%
-$4,949 
EVR Evercore Inc. Class A Common Stock
-1.04%
-$12,969.1 
MMM 3M Company
-1.04%
-$8,119.02 
BRK-A Berkshire Hathaway Inc.
-1.04%
-$42,500 
BRK-B Berkshire Hathaway Inc.
-1.03%
-$150,219.66 
TTD The Trade Desk, Inc. Class A Common Stock
-1.03%
-$3,157.11 
LYG Lloyds Banking Group plc ADR
-1.02%
-$2,299.99 
IDXX IDEXX Laboratories, Inc.
-1.02%
-$8,051.55 
PM Philip Morris International Inc.
-1.01%
-$19,793.65 
VLO Valero Energy Corporation
-1.01%
-$25,704.84 
CVS CVS Health Corporation Common Stock
-1.01%
-$3,270.85 
SO The Southern Company
-0.99%
-$2,618.88 
SRE Sempra
-0.99%
-$2,147.88 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.99%
-$4,374.48 
FE FirstEnergy Corp.
-0.99%
-$2,146.82 
XLU State Street Utilities Select Sector SPDR ETF
-0.98%
-$1,344 
THG The Hanover Insurance Group, Inc.
-0.98%
-$4,371.08 
SAFE Safehold Inc.
-0.97%
-$5,642.85 
MRSH Marsh & McLennan Companies, Inc.
-0.96%
-$2,330.88 
EBAY eBay Inc.
-0.96%
-$3,247.42 
EQIX Equinix, Inc.
-0.95%
-$2,811.7 
MOAT VanEck Morningstar Wide Moat ETF
-0.95%
-$210.7 
MCK McKesson Corporation
-0.95%
-$6,873.62 
ITW Illinois Tool Works Inc.
-0.93%
-$3,210.99 
XLI State Street Industrial Select Sector SPDR ETF
-0.93%
-$7,460.15 
MDU MDU Resources Group Inc.
-0.93%
-$6,218.82 
VOX Vanguard Communication Services ETF
-0.93%
-$722.92 
ADP Automatic Data Processing Inc.
-0.92%
-$9,362.9 
VST Vistra Corp.
-0.92%
-$7,818.69 
GS The Goldman Sachs Group, Inc.
-0.91%
-$15,387.18 
TTWO Take-Two Interactive Software, Inc.
-0.91%
-$1,833.3 
BEN Franklin Templeton Inc.
-0.9%
-$3,062.89 
ECL Ecolab Inc.
-0.9%
-$6,061.42 
DVY iShares Select Dividend ETF
-0.89%
-$5,361.12 
ALIT Alight Inc. Class A Common Stock
-0.88%
-$26,809 
CPNG Coupang, Inc. Class A Common Stock
-0.86%
-$7,721.88 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$29,102.2 
SCHW The Charles Schwab Corporation
-0.85%
-$10,336.56 
AJG Arthur J. Gallagher & Co.
-0.85%
-$2,760 
EXI iShares Global Industrials ETF
-0.85%
-$254.38 
ED Consolidated Edison Inc.
-0.83%
-$3,531.77 
UBS UBS Group AG
-0.82%
-$2,549.47 
ARES Ares Management Corp. Class A Common Stock
-0.82%
-$3,277.45 
CEG Constellation Energy Corporation
-0.77%
-$5,162.68 
PAYX Paychex Inc.
-0.77%
-$2,812.44 
ARCC Ares Capital Corp.
-0.77%
-$2,387.43 
AZN AstraZeneca PLC American Depositary Shares
-0.77%
-$3,145.58 
VIG Vanguard Dividend Appreciation ETF
-0.77%
-$11,581.87 
SPGI S&P Global Inc.
-0.75%
-$3,879.45 
IBB iShares Biotechnology ETF
-0.72%
-$360.24 
BAC Bank of America Corporation
-0.72%
-$17,497.39 
VTR Ventas, Inc.
-0.72%
-$2,166.57 
HEI HEICO Corporation
-0.72%
-$1,497.3 
AVDV Avantis International Small Cap Value ETF
-0.72%
-$1,662.12 
D Dominion Energy, Inc.
-0.7%
-$2,743.44 
GLDM SPDR Gold MiniShares Trust
-0.7%
-$2,209.76 
GLD SPDR Gold Shares
-0.7%
-$36,822.03 
IAU iShares Gold Trust
-0.7%
-$7,067.02 
QUAL iShares MSCI USA Quality Factor ETF
-0.69%
-$764.4 
MDT Medtronic plc
-0.69%
-$2,348.35 
WFC Wells Fargo & Company
-0.69%
-$28,945.27 
WST West Pharmaceutical Services Inc.
-0.68%
-$2,781.46 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.66%
-$2,403 
TSLA Tesla, Inc.
-0.66%
-$48,285.83 
DUHP Dimensional US High Profitability ETF
-0.66%
-$3,213.84 
VGK Vanguard FTSE Europe ETF
-0.66%
-$465,844.47 
FAST Fastenal Co.
-0.65%
-$2,356.35 
CRM Salesforce, Inc.
-0.65%
-$12,166.12 
AMZN Amazon.com Inc
-0.64%
-$189,638.4 
JEPI JPMorgan Equity Premium Income ETF
-0.64%
-$1,633.37 
AVLV Avantis U.S. Large Cap Value ETF
-0.63%
-$1,811.89 
GOOGL Alphabet Inc
-0.63%
-$147,991.8 
KLAC KLA Corporation
-0.62%
-$4,577.92 
META Meta Platforms Inc Class A
-0.62%
-$52,891.64 
EFG iShares MSCI EAFE Growth ETF
-0.62%
-$709.56 
DUK Duke Energy Corporation
-0.61%
-$5,865.09 
EDV Vanguard Extended Duration Treasury ETF
-0.61%
-$6.84 
O Realty Income Corp.
-0.6%
-$1,814.36 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.6%
-$10.36 
DFIS DFA International Small Company I
-0.6%
-$340.77 
SCHC Schwab International Small-Cap Equity ETF
-0.6%
-$550.71 
USB U.S. Bancorp
-0.6%
-$2,892.6 
PNC The PNC Financial Services Group, Inc.
-0.59%
-$3,128.16 
MGV Vanguard Mega Cap Value ETF
-0.59%
-$351.45 
PLD Prologis, Inc.
-0.58%
-$2,535.24 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.58%
-$222.24 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.57%
-$682.55 
BBEU JPMorgan BetaBuilders Europe ETF
-0.57%
-$1,422.44 
VTV Vanguard Morningstar Value ETF
-0.56%
-$316,163.96 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.56%
-$2,179.4 
IWD iShares Russell 1000 Value ETF
-0.55%
-$12,724.03 
AAPL Apple Inc.
-0.55%
-$371,706.24 
SCJ iShares MSCI Japan Small-Cap ETF
-0.55%
-$374,347.12 
NVT nVent Electric plc
-0.55%
-$2,540.3 
AVDE Avantis International Equity Fund Institutional Class
-0.54%
-$235.22 
EWJ iShares MSCI Japan ETF
-0.54%
-$183,967.2 
VYM Vanguard High Dividend Yield ETF
-0.54%
-$106,963.38 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.53%
-$12,370.33 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$6,815.98 
IVE iShares S&P 500 Value ETF
-0.52%
-$4,632.2 
TME Tencent Music Entertainment Group ADR
-0.52%
-$858.33 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.52%
-$808 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.52%
-$774,222.19 
RJF Raymond James Financial, Inc.
-0.52%
-$1,190.22 
DFIC Dimensional International Core Equity 2 ETF
-0.52%
-$2,026.63 
ITB iShares U.S. Home Construction ETF
-0.52%
-$1,496.48 
EWO iShares MSCI Austria ETF
-0.51%
-$1,062 
MMSI Merit Medical Systems, Inc.
-0.51%
-$1,581.6 
WELL Welltower Inc.
-0.51%
-$3,851.18 
SPG Simon Property Group Inc.
-0.51%
-$1,138.47 
EFA iShares MSCI EAFE ETF
-0.5%
-$52,377 
GOOG Alphabet Inc
-0.5%
-$93,605.98 
IDEV iShares Core MSCI International Developed Markets ETF
-0.5%
-$6,222.44 
NMR Nomura Holdings, Inc. Sponsored ADR
-0.5%
-$550.17 
DIHP Dimensional International High Profitability ETF
-0.5%
-$776.05 
BBJP JPMorgan BetaBuilders Japan ETF
-0.49%
-$290.25 
SCHM Schwab U.S. Mid-Cap ETF
-0.49%
-$158.78 
SMMD iShares Russell 2500 ETF
-0.49%
-$101.22 
OEF iShares S&P 100 ETF
-0.48%
-$172.95 
IUSV iShares Core S&P U.S. Value ETF
-0.48%
-$100.24 
EXR Extra Space Storage Inc.
-0.48%
-$1,899.57 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.48%
-$2,513.7 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.48%
-$1,999.21 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.47%
-$35.86 
SAP SAP SE Sponsored ADR
-0.47%
-$4,040.6 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.47%
-$805.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.47%
-$149.48 
BDX Becton, Dickinson and Company
-0.46%
-$1,800.05 
TRIN Trinity Capital Inc.
-0.46%
-$1,391.47 
IJH iShares Core S&P Mid-Cap ETF
-0.45%
-$8,394.21 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$212.01 
DISV Dimensional International Small Cap Value ETF
-0.44%
-$192.4 
GRW TCW Durable Growth ETF
-0.44%
-$3,827.25 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.43%
-$435.89 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.43%
-$281.25 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.43%
-$3,926.72 
VOT Vanguard Mid-Cap Growth ETF
-0.43%
-$376.68 
VBR Vanguard Small-Cap Value ETF
-0.43%
-$2,392.69 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$495.44 
URTH iShares MSCI World ETF
-0.42%
-$97,928.94 
DFAS Dimensional U.S. Small Cap ETF
-0.42%
-$1,817.31 
EIS iShares MSCI Israel ETF
-0.42%
-$14.5 
VOO Vanguard S&P 500 ETF
-0.42%
-$488,826.77 
PSA Public Storage
-0.41%
-$3,605.7 
CHT Chunghwa Telecom Co., Ltd. ADR
-0.41%
-$1,000.2 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.41%
-$391.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$833.66 
UPS United Parcel Service, Inc. Class B Common Stock
-0.4%
-$1,126.31 
VB Vanguard Small-Cap ETF
-0.4%
-$2,815.2 
IWS iShares Russell Mid-Cap Value ETF
-0.4%
-$1,213.39 
NOC Northrop Grumman Corporation
-0.39%
-$1,568.16 
VYMI Vanguard International High Dividend Yield ETF
-0.39%
-$17,600 
GMED Globus Medical Inc. Class A Common Stock
-0.39%
-$1,886.08 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.39%
-$427.86 
VTHR Vanguard Russell 3000 ETF
-0.39%
-$22.36 
TOL Toll Brothers, Inc.
-0.39%
-$717.2 
AVUS Avantis U.S. Equity ETF
-0.39%
-$2,752.5 
IVV iShares Core S&P 500 ETF
-0.39%
-$10,459.69 
CTRE CareTrust REIT, Inc.
-0.38%
-$2,132.76 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$2,407.32 
IWV iShares Russell 3000 ETF
-0.37%
-$1,843.56 
DFAT Dimensional U.S. Targeted Value ETF
-0.37%
-$2,024.19 
SPY State Street SPDR S&P 500 ETF Trust
-0.37%
-$1.7M 
GWW W.W. Grainger Inc.
-0.37%
-$2,883.39 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-0.36%
-$61.86 
DFUV Dimensional US Marketwide Value ETF
-0.36%
-$1,811.79 
EFV iShares MSCI EAFE Value ETF
-0.36%
-$42.75 
LIN Linde plc
-0.36%
-$5,400.3 
TILT FlexShares Morningstar U.S. Market Factor Tilt ETF
-0.36%
-$1,732.62 
PGR The Progressive Corporation
-0.35%
-$3,868.56 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$955.5 
APP AppLovin Corporation Class A Common Stock
-0.35%
-$856.55 
DFUS Dimensional U.S. Equity Market ETF
-0.35%
-$1,110.41 
VV Vanguard Morningstar Large-Cap ETF
-0.35%
-$5,542.33 
VTI Vanguard Total Stock Market ETF
-0.35%
-$68,119.48 
IYM iShares U.S. Basic Materials ETF
-0.34%
-$142.6 
IWB iShares Russell 1000 ETF
-0.34%
-$406.12 
GOOGM Alphabet Inc.
-0.34%
-$615.52 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.34%
-$811.44 
VT Vanguard Total World Stock ETF
-0.34%
-$803,035.86 
TLT iShares 20+ Year Treasury Bond ETF
-0.34%
-$220 
VTWO Vanguard Russell 2000 ETF
-0.34%
-$58.5 
VGLT Vanguard Long-Term Treasury ETF
-0.33%
-$593.6 
SCHX Schwab U.S. Large-Cap ETF
-0.33%
-$1,265.61 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$573.64 
ACWI iShares MSCI ACWI ETF
-0.33%
-$6,921.72 
XYL Xylem Inc.
-0.33%
-$1,348.2 
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$21,577.72 
SCHB Schwab U.S. Broad Market ETF
-0.32%
-$10,336.09 
SPYI NEOS S&P 500 High Income ETF
-0.32%
-$2,443.58 
SCHF Schwab International Equity ETF
-0.32%
-$7,153.09 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.32%
-$846.3 
BBCA JPMorgan BetaBuilders Canada ETF
-0.31%
-$1,315.38 
SAN Banco Santander, S.A. Sponsored ADR
-0.31%
-$907 
TLH iShares 10-20 Year Treasury Bond ETF
-0.31%
-$20,817.56 
IUSG iShares Core S&P U.S. Growth ETF
-0.3%
-$79.67 
LYV Live Nation Entertainment, Inc.
-0.3%
-$659.88 
VNQ Vanguard Real Estate ETF
-0.29%
-$95.04 
IWM iShares Russell 2000 ETF
-0.29%
-$7,076.89 
DIS The Walt Disney Company
-0.29%
-$3,592.55 
NLR VanEck Uranium and Nuclear ETF
-0.29%
-$104 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.28%
-$68.21 
VUG Vanguard Morningstar Growth ETF
-0.28%
-$38,256.5 
JAZZ Jazz Pharmaceuticals plc
-0.28%
-$3,040.75 
APD Air Products and Chemicals Inc.
-0.28%
-$602.65 
SCHA Schwab U.S. Small-Cap ETF
-0.28%
-$137.43 
GILD Gilead Sciences Inc.
-0.27%
-$2,545.6 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,920.62 
IVW iShares S&P 500 Growth ETF
-0.27%
-$9,739.88 
NXPI NXP Semiconductors N.V.
-0.27%
-$584.63 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$2,316.51 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$2,844.64 
VXUS Vanguard Total International Stock ETF
-0.26%
-$369,967.27 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.26%
-$3,405 
IWR iShares Russell Mid-Cap ETF
-0.26%
-$3,711.55 
IWMI NEOS Russell 2000 High Income ETF
-0.26%
-$351.87 
XLB State Street Materials Select Sector SPDR ETF
-0.25%
-$480.87 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.25%
-$257.18 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
-0.25%
-$270.53 
DFGP Dimensional Global Core Plus Fixed Income ETF
-0.25%
-$851.17 
NEE NextEra Energy Inc.
-0.24%
-$3,160 
FT Franklin Universal Trust
-0.24%
-$386.54 
WM Waste Management Inc.
-0.24%
-$2,874.56 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.24%
-$270.9 
NVDA NVIDIA Corporation
-0.24%
-$88,529.27 
IWN iShares Russell 2000 Value ETF
-0.22%
-$331.55 
SUSA iShares ESG Optimized MSCI USA ETF
-0.21%
-$24.12 
IJS iShares S&P Small-Cap 600 Value ETF
-0.21%
-$0.56 
SONY Sony Group Corp. Sponsored ADR
-0.21%
-$681.84 
CARR Carrier Global Corp.
-0.2%
-$570.4 
FNDF Schwab Fundamental International Equity ETF
-0.2%
-$157.5 
YOLO AdvisorShares Pure Cannabis ETF
-0.2%
-$1,158.54 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$625.65 
IXUS iShares Core MSCI Total International Stock ETF
-0.18%
-$29,429.07 
WFC-PL Wells Fargo & Company
-0.18%
-$111.9 
GAL State Street Global Allocation ETF
-0.17%
-$0.45 
DFSV Dimensional US Small Cap Value ETF
-0.17%
-$189.15 
IWF iShares Russell 1000 Growth ETF
-0.17%
-$5,158.5 
GWRE Guidewire Software Inc.
-0.16%
-$842.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$223.58 
DFIV Dimensional International Value ETF
-0.14%
-$367.52 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.14%
-$26.12 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.14%
-$121,292.2 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.14%
-$76.62 
GEV GE Vernova Inc.
-0.14%
-$4,043.24 
CWI State Street SPDR MSCI ACWI ex-US ETF
-0.13%
-$15.25 
IGOV iShares International Treasury Bond ETF
-0.12%
-$389.2 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$9,970.34 
MGK Vanguard Mega Cap Growth ETF
-0.12%
-$301,303.91 
VONG Vanguard Russell 1000 Growth ETF
-0.12%
-$263.75 
PSX Phillips 66
-0.11%
-$1,921.28 
GD General Dynamics Corp.
-0.1%
-$352.81 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$22.14 
MPC Marathon Petroleum Corp.
-0.09%
-$1,057.14 
TT Trane Technologies plc
-0.09%
-$362.43 
VXF Vanguard Extended Market ETF
-0.09%
-$29.82 
DFGR Dimensional Global Real Estate ETF
-0.09%
-$84.2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$28.38 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.08%
-$22,139.52 
VWO Vanguard FTSE Emerging Markets ETF
-0.08%
-$3,265.74 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.08%
-$197.96 
STX Seagate Technology Holdings plc
-0.07%
-$1,292.19 
BKLN Invesco Senior Loan ETF
-0.07%
-$6,656.13 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$297 
TECH Bio-Techne Corp.
-0.06%
-$249.48 
VCRB Vanguard Core Bond ETF
-0.05%
-$33.47 
FITB Fifth Third Bancorp
-0.05%
-$253.05 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$30.43 
VRT Vertiv Holdings Co Class A Common Stock
-0.04%
-$96.97 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.03%
-$5.59 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$60 
TIP iShares TIPS Bond ETF
-0.03%
-$78.09 
RAMP LiveRamp Holdings, Inc.
-0.03%
-$88.87 
HYEM VanEck Emerging Markets High Yield Bond ETF
-0.03%
-$0.03 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$2,098.76 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.02%
-$28 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.02%
-$5.9 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$285.63 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$0.46 
BNY Bank of New York Mellon Corp.
-0.01%
-$55.64 
TEL TE Connectivity plc
-0.01%
-$10.76 Events
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Dividends
Dividend Analysis
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| Trades 4785 | Longs Won 3012/4785 62% | Profit Factor 9.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $220,221.95 | Best Trade (Oct 15) $51.13M | Sharpe Ratio -10.39 |
| Average Loss -$38,901.7 | Worst Trade (Jun 30) -$3.73M | Z-Score 17.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $124,208.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 193,597 | $40.21M | $67.04M | - | $26.83M | 66.74% | -0.551% |
| ABBV AbbVie Inc. | 23,439 | $4.52M | $6.7M | - | $2.18M | 48.23% | +0.207% |
| ABT Abbott Laboratories | 11,979 | $1.32M | $1.24M | - | -$81,242.28 | -6.15% | +1.005% |
| ACN Accenture plc | 7,549 | $1.81M | $1.87M | - | $53,859.65 | 2.97% | -4.365% |
| ACWI iShares MSCI ACWI ETF | 13,311 | $2.09M | $2.09M | - | -$1,064.88 | -0.05% | -0.33% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 1,548 | $104,142.36 | $113,739.3 | - | $9,596.94 | 9.22% | -0.238% |
| ADBE Adobe Inc. | 3,892 | $1.48M | $1.03M | - | -$442,983.8 | -30.03% | -1.968% |
| ADI Analog Devices, Inc. | 4,836 | $1.09M | $1.89M | - | $795,326.44 | 72.67% | +1.296% |
| ADP Automatic Data Processing Inc. | 3,291 | $791,105.98 | $1M | - | $212,961.66 | 26.92% | -0.924% |
| AEG Aegon Ltd. New York Registry Shares | 10,048 | $84,805.12 | $81,238.08 | - | -$3,567.04 | -4.21% | -1.523% |
| AEP American Electric Power Company, Inc. | 3,492 | $374,226.7 | $450,223.56 | - | $75,996.86 | 20.31% | -1.309% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,597 | $159,587.58 | $153,280.06 | - | -$6,307.52 | -3.95% | -0.146% |
| AJG Arthur J. Gallagher & Co. | 1,200 | $348,399.54 | $322,416 | - | -$25,983.54 | -7.46% | -0.849% |
| ALAB Astera Labs, Inc. | 938 | $453,072.75 | $243,537.63 | - | -$209,535.12 | -46.25% | +0.704% |
| ALIT Alight Inc. Class A Common Stock | 315,400 | $181,862.76 | $3M | - | $2.82M | 1,551.9% | -0.884% |
| ALL The Allstate Corporation | 1,972 | $386,933.28 | $501,982.46 | - | $115,049.18 | 29.73% | -1.754% |
| AMAT Applied Materials Inc. | 5,881 | $1.85M | $2.23M | - | $380,982.36 | 20.56% | +1.161% |
| AMD Advanced Micro Devices Inc. | 7,735 | $1.53M | $4.01M | - | $2.47M | 161.58% | +1.979% |
| AME AMETEK, Inc. | 911 | $220,407.34 | $219,318.69 | - | -$1,088.65 | -0.49% | +0.806% |
| AMGN Amgen Inc. Common Stock | 2,304 | $727,185.68 | $1.02M | - | $289,062.62 | 39.75% | -1.386% |
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FAQ
Which stocks have generated the highest profits for Edward Lowndes?
The largest contributions to the portfolio's profits come from the following stocks: Ares Management Corp. Class A Common Stock - $16.75M, Vanguard Total World Stock ETF - $8.77M, Vanguard Total International Stock ETF - $6.11M, SPDR Bloomberg Short Term High Yield Bond ETF - $5.78M, and Vanguard Morningstar Value ETF - $5.41M. 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: SPDR Portfolio S&P 500 High Dividend ETF - $1.25M, iStar Inc - $973,376.95, Intuit Inc - $745,953.21, Ball Corporation - $723,561.04, and Alcoa Corporation - $547,279. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward Lowndes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $90.36M earned over time. The largest contributors to dividend income include Vanguard Total World Stock ETF - $10.09M, Vanguard Total International Stock ETF - $8.89M, SPDR Bloomberg Short Term High Yield Bond ETF - $6.24M, State Street SPDR Portfolio S&P 500 Value ETF - $6.24M, and Vanguard FTSE Europe ETF - $4.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward Lowndes's monthly returns?
Edward Lowndes'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 Edward Lowndes's strategy be considered aggressive or moderate?
Edward Lowndes'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 Edward Lowndes's strategy?
Edward Lowndes's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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