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:
122.43%
Gain -0.35%
Monthly
1.53%
Yearly
19.92%
Drawdown
27.42%
$2.71B
Equity
Holdings
$2.71B
Investment
$2.11B
$612.93M
Profit -$5.5M
Realized
$12.97M
Unrealized
$599.97M
Dividends
$84.66M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$5.5M
Win %
71%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$36.17M
Win %
71%
This Month
Compared to last month
Gain
-0.87%
Profit
-$23.81M
Win %
71%
This Year
Compared to last year
Gain
2.24%
Profit
$59.85M
Win %
69%
SWVL Swvl Holdings Corp.
+7.46%
+$19,606.3 
RDDT Reddit Inc Class A
+6.73%
+$34,750.8 
ORLA Orla Mining Ltd.
+5.65%
+$6,855.88 
F Ford Motor Company
+3.27%
+$52,253.52 
APP AppLovin Corporation Class A Common Stock
+3.25%
+$9,172.03 
AAPL Apple Inc.
+3.16%
+$1.93M 
TTWO Take-Two Interactive Software, Inc.
+2.77%
+$5,669.65 
GM General Motors Company
+2.45%
+$9,220.9 
ISRG Intuitive Surgical, Inc.
+2.36%
+$29,232.05 
WST West Pharmaceutical Services, Inc.
+2.22%
+$7,729.15 
PM Philip Morris International Inc.
+2.08%
+$37,457.73 
FSLR First Solar, Inc.
+2.03%
+$8,722.04 
DVN Devon Energy Corporation
+1.84%
+$4,474.8 
AZN AstraZeneca PLC American Depositary Shares
+1.83%
+$6,863.04 
DASH DoorDash, Inc.
+1.75%
+$8,440.25 
T AT&T Inc.
+1.73%
+$13,308.39 
DJCO Daily Journal Corporation
+1.68%
+$11,155.14 
EXPE Expedia Group, Inc.
+1.61%
+$4,060.09 
UBER Uber Technologies, Inc.
+1.53%
+$14,894.88 
ABBV AbbVie Inc.
+1.37%
+$80,864.55 
USEA United Maritime Corporation
+1.37%
+$3,082.08 
DT Dynatrace, Inc.
+1.3%
+$3,647.82 
NTRS Northern Trust Corporation
+1.26%
+$2,695.84 
NXPI NXP Semiconductors N.V.
+1.25%
+$2,584.48 
MO Altria Group, Inc.
+1.19%
+$9,103.59 
VTR Ventas Inc.
+1.17%
+$3,593.76 
FTNT Fortinet Inc.
+1.15%
+$7,093.8 
ACN Accenture plc Class A
+1.07%
+$14,267.61 
WBD Warner Bros. Discovery, Inc.
+1.07%
+$3,382.8 
CART Maplebear Inc.
+1.07%
+$2,393 
LNG Cheniere Energy Inc.
+1.06%
+$1,995.8 
MFG Mizuho Financial Group Inc. ADR
+1.04%
+$2,553.71 
PANW Palo Alto Networks, Inc.
+1.01%
+$22,827.6 
MET MetLife Inc.
+0.98%
+$2,764.54 
SNPS Synopsys, Inc.
+0.98%
+$3,187.2 
LMT Lockheed Martin Corporation
+0.94%
+$11,178.19 
IT Gartner Inc.
+0.93%
+$3,201.7 
CSX CSX Corporation
+0.91%
+$4,722.77 
FOXF Fox Factory Holding Corp.
+0.91%
+$21,443.32 
NMR Nomura Holdings Inc. Sponsored ADR
+0.91%
+$1,161.47 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.89%
+$2,667.01 
EBAY eBay Inc.
+0.89%
+$2,546.56 
HONA Honeywell Aerospace Inc.
+0.86%
+$2,048.85 
CI The Cigna Group
+0.83%
+$5,564.79 
MNST Monster Beverage Corporation
+0.82%
+$5,494.3 
QCOM QUALCOMM Incorporated
+0.8%
+$20,743.92 
XOM Exxon Mobil Corporation
+0.79%
+$40,776.9 
NOC Northrop Grumman Corporation
+0.76%
+$2,822.72 
DIS The Walt Disney Company
+0.73%
+$8,456.31 
MSI Motorola Solutions, Inc.
+0.73%
+$8,181.6 
ADP Automatic Data Processing Inc.
+0.7%
+$6,121.26 
KWR Quaker Chemical Corporation
+0.7%
+$1,645.94 
EXR Extra Space Storage Inc.
+0.67%
+$2,505.23 
GOOGL Alphabet Inc
+0.67%
+$160,687.17 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.65%
+$1,583.55 
GOOG Alphabet Inc
+0.64%
+$122,966.1 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$3,633.84 
COP ConocoPhillips
+0.63%
+$9,329.02 
FDX FedEx Corporation
+0.62%
+$3,171.6 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.61%
+$60.95 
VRSN Verisign Inc.
+0.6%
+$1,733.26 
UPS United Parcel Service, Inc.
+0.57%
+$1,585.17 
WF Woori Financial Group Inc. Sponsored ADR
+0.54%
+$1,675.6 
GD General Dynamics Corporation
+0.52%
+$1,803.21 
SOC Sable Offshore Corp.
+0.51%
+$290.23 
ITW Illinois Tool Works Inc.
+0.49%
+$1,605.5 
KO The Coca-Cola Company
+0.48%
+$8,638.98 
EOG EOG Resources, Inc.
+0.48%
+$2,697.33 
SCHW Charles Schwab Corporation
+0.47%
+$6,626 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$7,311.36 
KR Kroger Co.
+0.46%
+$1,239.42 
VEEV Veeva Systems Inc.
+0.44%
+$1,325.82 
SHEL Shell plc
+0.41%
+$2,567.5 
GOOGM Alphabet Inc.
+0.4%
+$730.93 
FE FirstEnergy Corp.
+0.39%
+$840.06 
PAYX Paychex Inc.
+0.38%
+$1,345.69 
AR Antero Resources Corporation
+0.38%
+$2,288.55 
TTD The Trade Desk, Inc. Class A
+0.37%
+$1,197.36 
CVLT Commvault Systems Inc.
+0.34%
+$1,968.75 
BKNG Booking Holdings Inc.
+0.33%
+$3,678.21 
RBLX Roblox Corporation
+0.33%
+$2,440.49 
C Citigroup Inc.
+0.32%
+$3,039.52 
VZ Verizon Communications Inc.
+0.29%
+$2,051.89 
SPG Simon Property Group, Inc.
+0.27%
+$595.84 
NU Nu Holdings Ltd.
+0.27%
+$1,885.04 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.26%
+$575.12 
VOX Vanguard Communication Services ETF
+0.25%
+$201.4 
FITB Fifth Third Bancorp
+0.23%
+$1,265.25 
CFG Citizens Financial Group, Inc.
+0.22%
+$607.95 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.21%
+$619.85 
USB U.S. Bancorp
+0.2%
+$1,004.37 
D Dominion Energy, Inc.
+0.2%
+$775.32 
FAST Fastenal Co.
+0.19%
+$644.07 
IQV IQVIA Holdings Inc.
+0.19%
+$663.79 
WELL Welltower Inc.
+0.19%
+$1,406.24 
IAT iShares U.S. Regional Banks ETF
+0.19%
+$6.79 
CB Chubb Limited
+0.18%
+$1,767 
ARCC Ares Capital Corporation
+0.18%
+$576.27 
KBE SPDR S&P Bank ETF
+0.17%
+$34.84 
UNP Union Pacific Corporation
+0.16%
+$4,423.82 
NVS Novartis AG Sponsored ADR
+0.15%
+$934.08 
ILF iShares Latin America 40 ETF
+0.15%
+$1,599.07 
PG Procter & Gamble Co
+0.15%
+$2,754.15 
ZION Zions Bancorporation, National Association
+0.13%
+$971.55 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$4,793.2 
PGR Progressive Corporation
+0.1%
+$1,003.01 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$126.06 
PEP PepsiCo, Inc.
+0.07%
+$1,866.5 
LLY Eli Lilly and Company
+0.07%
+$6,340.8 
TRV The Travelers Companies, Inc.
+0.06%
+$229.08 
DE Deere & Company
+0.06%
+$618.24 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$714.08 
TEL TE Connectivity plc
+0.05%
+$102.22 
NEE NextEra Energy, Inc.
+0.04%
+$553 
CVS CVS Health Corporation
+0.03%
+$103.29 
JAZZ Jazz Pharmaceuticals plc
+0.02%
+$202.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$187.31 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$10.09 
RTX RTX Corporation
+0.01%
+$270.32 
GPS Gap Inc-The
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
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 ORCL
ORCLPRD
0%
$0 
DEFT Defi Technologies Inc.
-9.45%
-$1,148 
EOLS Evolus Inc.
-8.4%
-$75,992.4 
CUE Cue Biopharma, Inc.
-7.88%
-$16,835 
BKR Baker Hughes Company
-6.76%
-$35,567.91 
FCX Freeport-McMoRan Inc.
-6.66%
-$37,038.28 
CRWV CoreWeave, Inc.
-6.05%
-$15,664.46 
HPE Hewlett Packard Enterprise Company
-5.82%
-$17,786.03 
LBRT Liberty Energy Inc.
-5.73%
-$59,386.64 
CRI Carter's Inc.
-5.71%
-$51,124.71 
VRT Vertiv Holdings Co
-5.58%
-$18,968.31 
SLV iShares Silver Trust
-5.4%
-$22,379.44 
LITE Lumentum Holdings Inc.
-5.1%
-$12,365.15 
LRCX Lam Research Corporation
-5.1%
-$168,639.48 
INTC Intel Corporation
-4.92%
-$118,978.48 
COMP Compass Inc.
-4.92%
-$9,552.9 
UROY Uranium Royalty Corp.
-4.9%
-$6,718.65 
ORCL Oracle Corporation
-4.63%
-$79,893.88 
LH Labcorp Holdings Inc.
-4.55%
-$28,100.02 
MU Micron Technology, Inc.
-4.49%
-$395,432.88 
APO-PA Apollo Global Management, Inc.
-4.38%
-$23,415 
RH RH
-4.36%
-$12.14 
DIBS 1stdibs.com, Inc.
-4.32%
-$1,997.71 
SILJ Amplify Junior Silver Miners ETF
-4.29%
-$38,300.46 
BSX Boston Scientific Corporation
-4.26%
-$32,941.83 
ALIT Alight Inc.
-4.22%
-$167,162 
FIGR Figure Technology Solutions Inc Cl A
-4.2%
-$27,200 
URI United Rentals, Inc.
-4.18%
-$10,671.44 
PAAS Pan American Silver Corp.
-4.12%
-$19,949.18 
NLR VanEck Uranium and Nuclear ETF
-4.04%
-$1,988.04 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.96%
-$11,172.05 
DELL Dell Technologies Inc.
-3.94%
-$26,725.26 
WDC Western Digital Corporation
-3.91%
-$19,724.37 
EWY iShares MSCI South Korea ETF
-3.88%
-$2,215.59 
ATI ATI Inc.
-3.82%
-$9,625.8 
WPM Wheaton Precious Metals Corp.
-3.76%
-$12,445.57 
GDX VanEck Gold Miners ETF
-3.51%
-$33,155 
MSOS AdvisorShares Pure US Cannabis ETF
-3.46%
-$210 
LULU lululemon athletica inc.
-3.21%
-$11,644.8 
SNDK SanDisk Corporation
-3.16%
-$31,804.7 
AMD Advanced Micro Devices, Inc.
-3.12%
-$125,812.95 
KLAC KLA Corporation
-3.01%
-$27,417.76 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.96%
-$8,195.96 
TER Teradyne, Inc.
-2.95%
-$7,568.44 
CARR Carrier Global Corporation
-2.85%
-$8,184 
GEV GE Vernova Inc.
-2.84%
-$96,506.73 
IBM International Business Machines Corporation
-2.83%
-$39,852.84 
WMB The Williams Companies, Inc.
-2.82%
-$27,831.36 
PLUG Plug Power Inc.
-2.77%
-$998.1 
ARES Ares Management Corporation
-2.7%
-$11,779.35 
SYF Synchrony Financial
-2.68%
-$5,978.16 
GLW Corning Incorporated
-2.66%
-$30,105.67 
AMAT Applied Materials, Inc.
-2.65%
-$73,203.75 
HAL Halliburton Company
-2.63%
-$13,078.65 
JBL Jabil Inc.
-2.6%
-$4,722.3 
YOLO AdvisorShares Pure Cannabis ETF
-2.58%
-$18,536.56 
PHM PulteGroup Inc.
-2.57%
-$4,516.56 
EWT iShares MSCI Taiwan ETF
-2.46%
-$101.56 
BX Blackstone Inc.
-2.44%
-$37,554.38 
DHI D.R. Horton, Inc.
-2.43%
-$4,252.94 
IPGP IPG Photonics Corporation
-2.42%
-$6,124.58 
ITB iShares U.S. Home Construction ETF
-2.4%
-$6,909.28 
MRVL Marvell Technology, Inc.
-2.39%
-$12,790.74 
SOXX iShares Semiconductor ETF
-2.38%
-$8,330.77 
PODD Insulet Corporation
-2.37%
-$12,195.78 
SLX VanEck Steel ETF
-2.29%
-$11,327.1 
UMC United Microelectronics Corp. Sponsored ADR
-2.29%
-$4,759.56 
ADBE Adobe Inc.
-2.28%
-$22,612.52 
IYM iShares U.S. Basic Materials ETF
-2.25%
-$984.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.25%
-$7,727.87 
NVDA NVIDIA Corporation
-2.24%
-$887,045.55 
VST Vistra Corp
-2.24%
-$20,486.18 
FRDM Freedom 100 Emerging Markets ETF
-2.23%
-$71,160 
CRH CRH plc
-2.21%
-$4,554.64 
MKSI MKS Instruments Inc.
-2.19%
-$5,392.69 
AMGN Amgen Inc.
-2.19%
-$19,699.18 
WHR Whirlpool Corporation
-2.17%
-$31,336.8 
RVTY Revvity Inc.
-2.15%
-$15,438.64 
SMH VanEck Semiconductor ETF
-2.13%
-$14,027.81 
EIS iShares MSCI Israel ETF
-2.13%
-$77.14 
TOL Toll Brothers Inc
-2.13%
-$3,743.78 
SAFE Safehold Inc.
-2.12%
-$15,888.12 
EEM iShares MSCI Emerging Markets ETF
-2.12%
-$1,538.45 
PLTR Palantir Technologies Inc.
-2.1%
-$33,197.57 
AXON Axon Enterprise, Inc.
-2.1%
-$9,281.58 
DFAE Dimensional Emerging Core Equity Market ETF
-2.07%
-$885.36 
CEG Constellation Energy Corporation
-2.04%
-$15,670.93 
COF Capital One Financial Corporation
-2.02%
-$8,932.84 
CCI Crown Castle Inc.
-2.02%
-$7,451.04 
NKE Nike, Inc. - Class B
-1.99%
-$8,918.4 
BDX Becton, Dickinson and Company
-1.96%
-$6,869.38 
HWM Howmet Aerospace Inc.
-1.95%
-$3,418.62 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$27,470.05 
MRK Merck & Co., Inc.
-1.94%
-$105,886.24 
STX Seagate Technology Holdings plc
-1.93%
-$46,067.93 
RBC RBC Bearings Incorporated
-1.92%
-$10,825.05 
PTON Peloton Interactive, Inc.
-1.92%
-$10,459.11 
ABT Abbott Laboratories
-1.87%
-$23,598.63 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$2,507.61 
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$26,194.1 
PII Polaris Inc.
-1.86%
-$24,389.2 
DHR Danaher Corporation
-1.85%
-$27,428.23 
DFEV Dimensional Emerging Markets Value ETF
-1.85%
-$752.74 
NVT nVent Electric plc
-1.84%
-$10,596.68 
APO Apollo Global Management, Inc.
-1.81%
-$12,470.94 
UBS UBS Group AG
-1.78%
-$6,456.45 
PH Parker-Hannifin Corporation
-1.77%
-$14,356.2 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-1.77%
-$132.24 
MDU MDU Resources Group, Inc.
-1.76%
-$11,919.41 
GLD SPDR Gold Shares
-1.75%
-$100,229.99 
EDV Vanguard Extended Duration Treasury ETF
-1.75%
-$19.86 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$5,997.92 
EVR Evercore Inc.
-1.74%
-$24,518.94 
IAU iShares Gold Trust
-1.72%
-$18,934.28 
HD The Home Depot, Inc.
-1.71%
-$67,026.68 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-1.71%
-$793.85 
GHM Graham Corporation
-1.7%
-$3,000.86 
AMT American Tower Corporation
-1.7%
-$6,910.62 
MTUM iShares MSCI USA Momentum Factor ETF
-1.67%
-$2,038.95 
FIX Comfort Systems USA, Inc.
-1.67%
-$7,750.44 
ANET Arista Networks, Inc.
-1.66%
-$13,913.56 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.65%
-$15,592.35 
EQIX Equinix, Inc.
-1.64%
-$5,307.2 
EMR Emerson Electric Co.
-1.63%
-$9,180.98 
VPL Vanguard FTSE Pacific ETF
-1.62%
-$337.19 
XBI SPDR S&P Biotech ETF
-1.61%
-$448 
SPGI S&P Global Inc.
-1.6%
-$7,605.51 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.59%
-$289.71 
TOST Toast Inc.
-1.59%
-$12,145.76 
GNR SPDR S&P Global Natural Resources ETF
-1.58%
-$790.62 
SAP SAP SE Sponsored ADR
-1.58%
-$11,748 
HSBC HSBC Holdings plc Sponsored ADR
-1.54%
-$5,655.73 
META Meta Platforms Inc Class A
-1.53%
-$132,295.7 
SYK Stryker Corporation
-1.52%
-$10,910.76 
ECG Everus Construction Group, Inc.
-1.51%
-$15,271.56 
VWO Vanguard FTSE Emerging Markets ETF
-1.5%
-$66,403.38 
MCO Moody's Corporation
-1.49%
-$29,170.86 
CAH Cardinal Health Inc.
-1.49%
-$5,612.04 
SPEM SPDR Portfolio Emerging Markets ETF
-1.48%
-$7,771.5 
SCHC Schwab International Small-Cap Equity ETF
-1.47%
-$1,424.25 
LVS Las Vegas Sands Corp.
-1.47%
-$3,158.49 
ETN Eaton Corporation plc
-1.46%
-$33,379.2 
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$3,379.99 
DLR Digital Realty Trust, Inc.
-1.46%
-$7,393.61 
GWRE GUIDEWIRE SOFTWARE INC
-1.45%
-$5,687.66 
PRLB Proto Labs Inc.
-1.45%
-$5,902.65 
PWR Quanta Services Inc.
-1.44%
-$58,531.52 
INV Innventure Inc.
-1.43%
-$741.93 
IXN iShares Global Tech ETF
-1.42%
-$4,548.23 
JCI Johnson Controls International plc
-1.42%
-$9,208.6 
APH Amphenol Corporation
-1.39%
-$62,094.14 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.38%
-$12,057.38 
IBB iShares Biotechnology ETF
-1.37%
-$667.77 
IDXX IDEXX Laboratories, Inc.
-1.35%
-$9,709.21 
IXUS iShares Core International Stock ETF
-1.34%
-$233,648.98 
CSCO Cisco Systems, Inc.
-1.34%
-$47,224.28 
IWO iShares Russell 2000 Growth ETF
-1.34%
-$3,872.7 
IGE iShares North American Natural Resources ETF
-1.31%
-$179.37 
VBK Vanguard Small-Cap Growth ETF
-1.3%
-$9,496.3 
UGI UGI Corporation
-1.28%
-$5,126.22 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.28%
-$1,532.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.28%
-$1.92M 
KEYS Keysight Technologies, Inc.
-1.27%
-$2,586.86 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$3,814.44 
PCG PG&E Corporation
-1.27%
-$2,491.74 
WCN Waste Connections Inc.
-1.26%
-$3,527.16 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$656.76 
XLB Materials Select Sector SPDR Fund
-1.25%
-$2,385.86 
CAT Caterpillar Inc.
-1.25%
-$19,859.4 
CWB SPDR Bloomberg Convertible Securities ETF
-1.25%
-$36.12 
VGLT Vanguard Long-Term Treasury Fund
-1.25%
-$2,221.76 
LIN Linde plc
-1.25%
-$17,174.82 
TLT iShares 20+ Year Treasury Bond ETF
-1.24%
-$808 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$86,310.9 
NOVT Novanta Inc.
-1.23%
-$1,662.04 
BCS Barclays PLC Sponsored ADR
-1.23%
-$2,605.2 
TLH iShares 10-20 Year Treasury Bond ETF
-1.23%
-$83,270.24 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$1,438.56 
CPA Copa Holdings S.A.
-1.2%
-$2,664.48 
TGT Target Corporation
-1.19%
-$3,186.48 
CWI SPDR MSCI ACWI ex-US ETF
-1.19%
-$149.45 
Q Qnity Electronics Inc.
-1.18%
-$2,137.12 
MPC Marathon Petroleum Corporation
-1.18%
-$11,829.9 
ROK Rockwell Automation, Inc.
-1.16%
-$2,645.97 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.16%
-$3,276 
INDA ISHARES MSCI INDIA ETF
-1.16%
-$808.51 
SCHM Schwab U.S. Mid-Cap ETF
-1.16%
-$383.03 
LOW Lowe's Companies Inc.
-1.16%
-$8,581.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.15%
-$381.84 
XYL Xylem Inc.
-1.15%
-$4,643.8 
BBCA JPMorgan BetaBuilders Canada ETF
-1.15%
-$4,823.06 
SCHF Schwab International Equity ETF
-1.15%
-$27,350.05 
TSLA Tesla, Inc.
-1.15%
-$82,301.29 
VEGN US Vegan Climate ETF
-1.13%
-$3,520 
TT Trane Technologies plc
-1.13%
-$4,442.1 
IWP iShares Russell Mid-Cap Growth ETF
-1.13%
-$2,028.24 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
-1.11%
-$1,225.24 
SRE Sempra
-1.11%
-$2,416.36 
GS The Goldman Sachs Group, Inc.
-1.1%
-$21,466.56 
DFIS Dimensional International Small Cap ETF
-1.09%
-$641.92 
WDAY Workday Inc.
-1.08%
-$6,411.73 
VXF Vanguard Extended Market ETF
-1.08%
-$366.36 
NOVTU Novanta Inc. 6.50% Tangible Equity Units due 2028
-1.07%
-$1,506.22 
EXI iShares Global Industrials ETF
-1.07%
-$335.69 
GSK GSK plc Sponsored ADR
-1.07%
-$2,676.96 
NOK Nokia Corporation Sponsored ADR
-1.07%
-$4,654.51 
KMI Kinder Morgan, Inc.
-1.07%
-$6,334.85 
CHD Church & Dwight Co., Inc.
-1.06%
-$3,998.03 
TXN Texas Instruments Inc
-1.06%
-$14,758.56 
ORLY O'Reilly Automotive Inc.
-1.06%
-$6,817.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.05%
-$7,749.5 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-1.05%
-$18.35 
NVO Novo Nordisk A/S Sponsored ADR
-1.04%
-$7,851.06 
AVPT AvePoint, Inc.
-1.03%
-$25,086.56 
FNDF Schwab Fundamental International Large Company Index ETF
-1.03%
-$862.5 
TRIN Trinity Capital Inc.
-1.02%
-$3,432.3 
DIHP Dimensional International High Profitability Portfolio
-1.02%
-$1,620.58 
QQQM Invesco NASDAQ 100 ETF
-1.01%
-$14.96 
VTWO Vanguard Russell 2000 ETF
-1.01%
-$185.64 
MS Morgan Stanley
-1.01%
-$16,700.98 
QQQ Invesco QQQ Trust, Series 1
-1.01%
-$39,769.08 
VB Vanguard Small-Cap ETF
-1%
-$7,209.36 
CMI Cummins Inc.
-1%
-$14,846.28 
MOO VanEck Agribusiness ETF
-1%
-$87.5 
RJF Raymond James Financial Inc.
-1%
-$2,509.5 
AVDV Avantis International Small Cap Value ETF
-1%
-$2,438.51 
SMMD iShares Russell 2500 ETF
-0.99%
-$213.28 
VOT Vanguard Mid-Cap Growth ETF
-0.98%
-$884.5 
IWM iShares Russell 2000 ETF
-0.97%
-$25,078.5 
IGF iShares Global Infrastructure ETF
-0.97%
-$3,591 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.97%
-$73.51 
HOOD Robinhood Markets, Inc.
-0.97%
-$15,254.4 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.97%
-$1,025.53 
AVDE Avantis International Equity ETF
-0.96%
-$434.07 
SHW The Sherwin-Williams Company
-0.95%
-$38,966.8 
VGT Vanguard Information Technology ETF
-0.95%
-$4,306.75 
MMSI Merit Medical Systems, Inc.
-0.95%
-$2,723.65 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$1,651.28 
VONG Vanguard Russell 1000 Growth Fund
-0.94%
-$2,146.42 
IWMI Neos Russell 2000 High Income ETF
-0.93%
-$1,351.2 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$17,678.72 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$10,470.15 
MMM 3M Company
-0.93%
-$6,780.72 
UNH UnitedHealth Group Incorporated
-0.92%
-$14,937.18 
IYW iShares U.S. Technology ETF
-0.91%
-$2,326.17 
HESM Hess Midstream LP
-0.91%
-$3,071 
DFIC Dimensional International Core Equity Market ETF
-0.91%
-$3,689.51 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$28,632.81 
O Realty Income Corporation
-0.91%
-$2,863 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.9%
-$11,605.89 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$12,079.82 
ADI Analog Devices, Inc.
-0.9%
-$15,837.9 
MCK McKesson Corporation
-0.9%
-$5,717.26 
MPWR Monolithic Power Systems, Inc.
-0.89%
-$3,062.32 
NWG NatWest Group plc Sponsored ADR
-0.89%
-$1,812.36 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.89%
-$230.1 
AZO AutoZone Inc.
-0.88%
-$2,127.28 
EFA iShares MSCI EAFE ETF
-0.88%
-$94,177.87 
VNQ Vanguard Real Estate ETF
-0.87%
-$290.4 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.86%
-$342.62 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$2.32 
VGK Vanguard FTSE Europe ETF
-0.86%
-$633,385.03 
FERG Ferguson Enterprises Inc
-0.86%
-$1,777.12 
AME Ametek Inc.
-0.86%
-$1,844.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.85%
-$191.88 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.85%
-$833.25 
WM Waste Management, Inc.
-0.84%
-$9,228.69 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.84%
-$3,813.91 
QQQI Neos NASDAQ-100 High Income ETF
-0.84%
-$6,537.06 
USFD US Foods Holding Corp
-0.84%
-$2,961.84 
BLK BlackRock, Inc.
-0.84%
-$12,222 
REAL The RealReal, Inc.
-0.84%
-$8,753.6 
ACWI iShares MSCI ACWI ETF
-0.84%
-$17,836.74 
IWR iShares Russell Mid-Cap ETF
-0.84%
-$11,981.16 
VT Vanguard Total World Stock ETF
-0.83%
-$2.02M 
GRW TCW Fund Inc. Compounders ETF
-0.83%
-$7,229.25 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.83%
-$204.76 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.83%
-$994 
CTAS Cintas Corporation
-0.82%
-$28,312.35 
DUHP Dimensional US High Profitability ETF
-0.82%
-$3,959.91 
ULTA Ulta Beauty Inc.
-0.82%
-$3,949.79 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.82%
-$927.03 
XLI Industrial Select Sector SPDR Fund
-0.82%
-$6,786.28 
GAL SPDR SSGA Global Allocation ETF
-0.81%
-$2.19 
VO Vanguard Mid-Cap ETF
-0.81%
-$7,392.47 
FT Franklin Universal Trust
-0.81%
-$1,369.46 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$7,170.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$29,482.88 
SCJ iShares MSCI Japan Small-Cap ETF
-0.79%
-$548,923.38 
DFCF Dimensional Core Fixed Income ETF
-0.79%
-$2,711.15 
XLRE The Real Estate Select Sector SPDR Fund
-0.78%
-$434.18 
DRI Darden Restaurants, Inc.
-0.78%
-$2,117.37 
BMY Bristol-Myers Squibb Company
-0.78%
-$10,381.5 
KNF Knife River Corporation
-0.78%
-$3,897.45 
IUSG iShares Core S&P U.S. Growth ETF
-0.78%
-$207.95 
PFE Pfizer Inc.
-0.77%
-$3,656.93 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.77%
-$189.53 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.77%
-$1,176 
AVGO Broadcom Inc.
-0.76%
-$124,958.22 
LYG Lloyds Banking Group Plc ADR
-0.76%
-$1,881.81 
BBEU JPMorgan BetaBuilders Europe Fund
-0.76%
-$1,968.26 
DFGR Dimensional Global Real Estate ETF
-0.75%
-$724.12 
IWN iShares Russell 2000 Value ETF
-0.75%
-$1,183.58 
BABA Alibaba Group Holding Limited SP ADR
-0.75%
-$24,945.22 
VRNS Varonis Systems, Inc.
-0.75%
-$2,642.66 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$1,623.36 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$343.2 
NCNO nCino, Inc.
-0.74%
-$5,433.28 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.73%
-$474.75 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$3,221.59 
MUB iShares National Muni Bond ETF
-0.72%
-$584,017.5 
SUSA iShares MSCI USA ESG Select ETF
-0.72%
-$81.36 
CGNT Cognyte Software Ltd.
-0.72%
-$3,606.76 
DFGP Dimensional Global Core Fixed Income Fund
-0.72%
-$2,503.44 
MEDP Medpace Holdings Inc.
-0.71%
-$3,833.46 
ODFL Old Dominion Freight Line, Inc.
-0.71%
-$3,343.69 
URTH iShares MSCI World ETF
-0.71%
-$166,028.95 
VTV Vanguard Value ETF
-0.71%
-$395,827.32 
PLD Prologis Inc.
-0.71%
-$3,288.93 
IWS iShares Russell Mid-Cap Value ETF
-0.71%
-$2,136.96 
XLU Utilities Select Sector SPDR Fund
-0.7%
-$960 
MGV Vanguard Mega Cap Value ETF
-0.7%
-$411.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$3,902.64 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$3,491.01 
VCRB Vanguard Core Bond ETF
-0.69%
-$476.84 
CMF iShares California Muni Bond ETF
-0.68%
-$565.5 
IGOV iShares International Treasury Bond ETF
-0.68%
-$2,179.52 
ALL Allstate Corporation
-0.67%
-$3,372.12 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.67%
-$3,109.4 
IBN ICICI Bank Limited Sponsored ADR
-0.67%
-$1,443.59 
UAL United Airlines Holdings, Inc.
-0.67%
-$4,105.44 
IWB iShares Russell 1000 ETF
-0.67%
-$795.2 
SBUX Starbucks Corporation
-0.67%
-$4,696.03 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$56,973.4 
DFLV Dimensional US Large Cap Value ETF
-0.66%
-$315.15 
BEN Franklin Resources Inc.
-0.66%
-$2,418.07 
AEP American Electric Power Company, Inc.
-0.66%
-$2,863.44 
MAR Marriott International Inc. - Class A
-0.66%
-$1,472.44 
VOE Vanguard Mid-Cap Value ETF
-0.65%
-$641.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.65%
-$1,006.11 
DTST Data Storage Corporation
-0.65%
-$862 
CPNG Coupang Inc.
-0.64%
-$6,113.15 
MOAT VanEck Morningstar Wide Moat Fund
-0.64%
-$137.2 
CTRE CareTrust REIT Inc.
-0.64%
-$3,808.52 
DUK Duke Energy Corporation
-0.64%
-$5,865.09 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.63%
-$2,651.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$124,188 
DDOG Datadog, Inc. Class A Common Stock
-0.63%
-$2,362.37 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.62%
-$3,011.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$1,079.51 
IWV ISHARES RUSSELL 3000 ETF
-0.62%
-$3,055.54 
DFUS Dimensional U.S. Equity Market ETF
-0.62%
-$1,971.93 
VHT Vanguard Health Care ETF
-0.62%
-$7.74 
SCHB Schwab U.S. Broad Market ETF
-0.61%
-$19,584.18 
VYMI Vanguard International High Dividend Yield Index Fund
-0.61%
-$28,380 
AVUS Avantis U.S. Equity ETF
-0.61%
-$4,348.95 
EXC Exelon Corporation
-0.61%
-$1,932.12 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$9,597.78 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.6%
-$1,429.68 
VNOM Viper Energy Inc. Class A Common Stock
-0.6%
-$5,979.57 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.6%
-$205.75 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.6%
-$1,517.65 
VTHR Vanguard Russell 3000 ETF
-0.59%
-$34.04 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$2.75M 
BA Boeing Company
-0.59%
-$3,283.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$1,210.52 
PAA Plains All American Pipeline, L.P.
-0.59%
-$30,600.73 
BBJP JPMorgan BetaBuilders Japan Fund
-0.59%
-$356.04 
VOO Vanguard S&P 500 ETF
-0.59%
-$688,042.77 
DFAT Dimensional US Targeted Value ETF
-0.58%
-$3,254.58 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$2,214.81 
IVV iShares Core S&P 500 ETF
-0.58%
-$15,654.52 
SAN Banco Santander S.A. Sponsored ADR
-0.58%
-$1,927.37 
WFC Wells Fargo & Company
-0.57%
-$25,898.31 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.56%
-$2,478.41 
GMED Globus Medical Inc.
-0.56%
-$2,475.48 
EWJ iShares MSCI Japan ETF
-0.56%
-$194,788.8 
GILD Gilead Sciences Inc.
-0.54%
-$4,628.26 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$578.2 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.52%
-$645.15 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$104,503.25 
SHOP Shopify Inc.
-0.52%
-$2,768.7 
HEI.A Heico Corporation
-0.52%
-$39.6 
DFIV Dimensional International Value ETF
-0.52%
-$1,378.2 
JEPI JPMorgan Equity Premium Income Fund
-0.51%
-$1,297.75 
APD Air Products and Chemicals, Inc.
-0.51%
-$1,070.59 
RCL Royal Caribbean Group
-0.51%
-$1,127.28 
GE General Electric Company
-0.5%
-$21,477.44 
TSLX Sixth Street Specialty Lending Inc.
-0.5%
-$1,350 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$2,621.43 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$1.29M 
IGV iShares Expanded Tech-Software Sector ETF
-0.5%
-$8.08 
SPYI NEOS S&P 500 High Income ETF
-0.5%
-$3,809.11 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.49%
-$92.62 
VUG Vanguard Growth ETF
-0.49%
-$67,144.07 
AMZN Amazon.com Inc
-0.49%
-$146,378.33 
OEF iShares S&P 100 ETF
-0.49%
-$173.43 
TIP iShares TIPS Bond ETF
-0.49%
-$1,353.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.49%
-$412,389.36 
SCHP Schwab U.S. TIPS ETF
-0.48%
-$11.5 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$2,260.8 
HEI Heico Corporation
-0.48%
-$1,028.11 
IMO Imperial Oil Limited
-0.47%
-$1,329.28 
NET Cloudflare Inc.
-0.47%
-$1,361.69 
LYV Live Nation Entertainment, Inc.
-0.47%
-$1,008.86 
DFSV Dimensional US Small Cap Value ETF
-0.47%
-$538.35 
AXP American Express Company
-0.46%
-$9,111.01 
PSX Phillips 66
-0.45%
-$7,084.72 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$6,609.39 
INTU Intuit Inc.
-0.45%
-$3,283.23 
MA Mastercard Incorporated
-0.45%
-$21,983.17 
AVLV Avantis U.S. Large Cap Value ETF
-0.43%
-$1,243.76 
GWW W.W. Grainger, Inc.
-0.43%
-$3,172.93 
RSG Republic Services, Inc.
-0.43%
-$6,264.3 
JPM JPMorgan Chase & Co.
-0.42%
-$57,133.5 
BIZD VanEck BDC Income ETF
-0.42%
-$0.88 
RL Ralph Lauren Corporation
-0.42%
-$706.41 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$467.29 
MDLZ Mondelez International, Inc.
-0.41%
-$1,029.37 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.41%
-$1,335 
RGEN Repligen Corporation
-0.41%
-$1,851.33 
EFV iShares MSCI EAFE Value ETF
-0.4%
-$49.5 
CRM Salesforce Inc
-0.39%
-$7,209.6 
HYLN Hyliion Holdings Corp.
-0.39%
-$375 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.39%
-$8,841 
AEG Aegon N.V.
-0.39%
-$351.68 
AJG Arthur J. Gallagher & Co.
-0.39%
-$1,128 
SMIN iShares MSCI India Small-Cap ETF
-0.38%
-$22.95 
XLF Financial Select Sector SPDR Fund
-0.38%
-$4,508.14 
BUD Anheuser-Busch InBev S.A. ADR
-0.37%
-$746.75 
MRCY Mercury Systems Inc.
-0.35%
-$548.86 
MDT Medtronic plc
-0.35%
-$1,121.6 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$10,573.5 
XLE Energy Select Sector SPDR Fund
-0.34%
-$5,075.55 
ED Consolidated Edison, Inc.
-0.34%
-$1,347.17 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$69.81 
VLO Valero Energy Corporation
-0.34%
-$7,812.84 
IWD iShares Russell 1000 Value ETF
-0.34%
-$7,563.3 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.33%
-$0.33 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$2,786.7 
PAGP Plains GP Holdings, L.P.
-0.32%
-$7,619.04 
CVX Chevron Corporation
-0.31%
-$10,904.03 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$450,666.65 
HLT Hilton Worldwide Holdings Inc.
-0.31%
-$1,589.35 
CIEN Ciena Corporation
-0.31%
-$505.44 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.3%
-$83,023.2 
JNJ Johnson & Johnson
-0.3%
-$16,594.4 
WIT Wipro Limited American Depositary Receipt
-0.3%
-$205.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$1,783.2 
SO The Southern Company
-0.28%
-$704 
TMUS T-Mobile US, Inc.
-0.28%
-$1,902 
IDV iShares International Select Dividend ETF
-0.28%
-$22,750 
WRB W.R. Berkley Corporation
-0.27%
-$866.78 
PSA Public Storage Common Stock
-0.26%
-$2,177.56 
BAC Bank of America Corporation
-0.26%
-$7,566.4 
STT State Street Corp
-0.26%
-$1,223.04 
BAC-PL Bank of America Corporation
-0.25%
-$325.9 
SUB iShares Short-Term National Muni Bond ETF
-0.25%
-$7,473.44 
DORM Dorman Products, Inc.
-0.24%
-$605.72 
SHY iShares 1-3 Year Treasury Bond ETF
-0.24%
-$20,462.91 
VGSH Vanguard Short-Term Treasury Fund
-0.23%
-$171.18 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.23%
-$41.66 
HCA HCA Healthcare Inc.
-0.22%
-$2,787.07 
STHO Star Holdings Inc.
-0.21%
-$263.98 
SPOT Spotify Technology S.A.
-0.21%
-$1,540.17 
THG Hanover Insurance Group, Inc.
-0.19%
-$782.88 
MCD McDonald's Corporation
-0.19%
-$3,116.47 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$755.82 
WFC-PL Wells Fargo & Company
-0.18%
-$121.81 
STAA Staar Surgical Company
-0.18%
-$307.43 
COST Costco Wholesale Corporation
-0.18%
-$18,235.71 
NFLX Netflix, Inc.
-0.17%
-$3,581.99 
TTE TotalEnergies SE
-0.15%
-$397.04 
CL Colgate-Palmolive Company
-0.15%
-$3,694.21 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.14%
-$448.7 
ROST Ross Stores, Inc.
-0.13%
-$401.65 
V Visa Inc. Class A
-0.13%
-$14,713.35 
EWO iShares MSCI Austria ETF
-0.13%
-$297.36 
ING ING Groep N.V. Sponsored ADR
-0.12%
-$351.23 
ECL Ecolab Inc.
-0.12%
-$734.72 
CME CME Group Inc.
-0.11%
-$618.6 
HIG The Hartford Insurance Group, Inc.
-0.1%
-$354.34 
RF Regions Financial Corporation
-0.1%
-$214.41 
INFY Infosys Limited
-0.09%
-$119.44 
OKE ONEOK, Inc.
-0.08%
-$284 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$160 
DVY iShares Select Dividend ETF
-0.07%
-$446.76 
BNY BlackRock New York Municipal Income Trust
-0.07%
-$667.68 
RAMP LiveRamp Holdings, Inc.
-0.07%
-$222.18 
CDNS Cadence Design Systems, Inc.
-0.07%
-$291.19 
TME Tencent Music Entertainment Group
-0.06%
-$95.37 
TECH Bio-Techne Corporation
-0.06%
-$280.67 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$121.4 
MSFT Microsoft Corp.
-0.05%
-$25,764 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.05%
-$100 
SNOW Snowflake Inc.
-0.04%
-$344.4 
WMT Walmart Inc.
-0.04%
-$1,017.48 
NOW ServiceNow, Inc.
-0.03%
-$693.5 
TJX The TJX Companies, Inc.
-0.03%
-$586.88 
BKLN Invesco Senior Loan ETF
-0.02%
-$2,218.71 
TRGP Targa Resources Corp.
-0.01%
-$35.13 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$933.87 
EPD Enterprise Products Partners L.P.
-0.01%
-$68.3 Events
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Dividends
Dividend Analysis
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| Trades 4785 | Longs Won 3021/4785 63% | Profit Factor 10.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $224,392.89 | Best Trade (Aug 14) $49.9M | Sharpe Ratio -11.2 |
| Average Loss -$36,802.33 | Worst Trade (Jun 30) -$3.73M | Z-Score 17.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $128,094.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 193,597 | $40.21M | $62.98M | - | $22.77M | 56.63% | +3.162% |
| ABBV AbbVie Inc. | 23,439 | $4.52M | $5.96M | - | $1.44M | 31.94% | +1.375% |
| ABT Abbott Laboratories | 11,979 | $1.32M | $1.24M | - | -$84,596.4 | -6.4% | -1.872% |
| ACN Accenture plc Class A | 7,549 | $1.81M | $1.34M | - | -$472,720.84 | -26.06% | +1.075% |
| ACWI iShares MSCI ACWI ETF | 13,311 | $2.09M | $2.11M | - | $24,492.24 | 1.17% | -0.837% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 1,548 | $104,142.36 | $118,592.28 | - | $14,449.92 | 13.88% | -1.276% |
| ADBE Adobe Inc. | 3,892 | $1.48M | $969,302.6 | - | -$505,936.9 | -34.3% | -2.28% |
| ADI Analog Devices, Inc. | 4,836 | $1.09M | $1.75M | - | $655,251.7 | 59.87% | -0.897% |
| ADP Automatic Data Processing Inc. | 3,291 | $791,105.98 | $878,960.28 | - | $87,854.3 | 11.11% | +0.701% |
| AEG Aegon N.V. | 10,048 | $84,805.12 | $90,683.2 | - | $5,878.08 | 6.93% | -0.386% |
| AEP American Electric Power Company, Inc. | 3,492 | $374,226.7 | $432,484.2 | - | $58,257.5 | 15.57% | -0.658% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,597 | $159,587.58 | $153,391.85 | - | -$6,195.73 | -3.88% | -0.652% |
| AJG Arthur J. Gallagher & Co. | 1,200 | $348,399.54 | $292,008 | - | -$56,391.54 | -16.19% | -0.385% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 938 | $453,072.75 | $270,734.47 | - | -$182,338.28 | -40.24% | -3.963% |
| ALIT Alight Inc. | 315,400 | $181,862.76 | $3.79M | - | $3.61M | 1,984.6% | -4.223% |
| ALL Allstate Corporation | 1,972 | $386,933.28 | $496,687.64 | - | $109,754.36 | 28.37% | -0.674% |
| AMAT Applied Materials, Inc. | 5,881 | $1.85M | $2.68M | - | $830,658.32 | 44.82% | -2.655% |
| AMD Advanced Micro Devices, Inc. | 7,735 | $1.53M | $3.9M | - | $2.37M | 154.93% | -3.121% |
| AME Ametek Inc. | 911 | $220,407.34 | $213,397.19 | - | -$7,010.15 | -3.18% | -0.857% |
| AMGN Amgen Inc. | 2,304 | $727,185.68 | $881,786.88 | - | $154,601.2 | 21.26% | -2.185% |
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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 Corporation - $16.75M, Vanguard Total World Stock ETF - $8.15M, Vanguard Total International Stock Index Fund Investor Shares - $5.85M, SPDR Bloomberg Short Term High Yield Bond ETF - $5.61M, and Vanguard Value ETF - $5.16M. 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 - $749,189.31, Ball Corp - $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 $84.66M earned over time. The largest contributors to dividend income include Vanguard Total World Stock ETF - $9.47M, Vanguard Total International Stock Index Fund Investor Shares - $8.62M, SPDR Bloomberg Short Term High Yield Bond ETF - $6.07M, SPDR Portfolio S&P 500 Value ETF - $5.62M, and Vanguard FTSE Europe ETF - $4.08M. 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.
