EL
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:
30.03%
Gain +1.59%
Monthly
0.49%
Yearly
5.98%
Drawdown
15.63%
$2.04B
Equity
Holdings
$2.04B
Investment
$1.51B
$546.75M
Profit +$37.02M
Realized
$16.33M
Unrealized
$530.42M
Dividends
$76.16M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.59%
Profit
$37.02M
Win %
70%
This Week
Compared To Last Week
Gain
-1.74%
Profit
-$36.06M
Win %
70%
This Month
Compared to last month
Gain
-2.09%
Profit
-$43.6M
Win %
70%
This Year
Compared to last year
Gain
3.45%
Profit
$79.17M
Win %
70%
SNDK SanDisk Corporation
+14.61%
+$100,134.21 
CPNG Coupang Inc.
+13.59%
+$131,596.04 
KLAC KLA Corporation
+13.16%
+$115,833.85 
LRCX Lam Research Corporation
+12.83%
+$419,525.4 
AMAT Applied Materials, Inc.
+11.35%
+$266,405.98 
EWY iShares MSCI South Korea ETF
+11.18%
+$5,665.8 
MU Micron Technology, Inc.
+11%
+$720,532.41 
GOSS Gossamer Bio Inc.
+10.26%
+$320 
INTC Intel Corporation
+9.53%
+$194,891.38 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$125,533.43 
MKSI MKS Instruments Inc.
+8.87%
+$24,517.5 
TER Teradyne, Inc.
+8.56%
+$20,173.89 
SOXX iShares Semiconductor ETF
+8.41%
+$29,926.34 
AMD Advanced Micro Devices, Inc.
+8.18%
+$244,961.41 
WDC Western Digital Corporation
+7.65%
+$40,762.5 
MPWR Monolithic Power Systems, Inc.
+7.58%
+$28,790.21 
HOOD Robinhood Markets, Inc.
+7.32%
+$83,082.72 
SILJ Amplify Junior Silver Miners ETF
+7.08%
+$48,455.08 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$96,867.56 
ALIT Alight Inc.
+6.89%
+$694.54 
SMH VanEck Semiconductor ETF
+6.85%
+$44,882.11 
FIX Comfort Systems USA, Inc.
+6.78%
+$31,146.89 
RCL Royal Caribbean Group
+6.73%
+$14,562.44 
KTOS Kratos Defense & Security Solutions, Inc.
+6.46%
+$14,252.04 
QCOM QUALCOMM Incorporated
+6.44%
+$180,476.91 
FCX Freeport-McMoRan Inc.
+6.43%
+$50,301.9 
DJCO Daily Journal Corporation
+6.22%
+$34,264.08 
HON Honeywell International Inc.
+6.22%
+$38,169.6 
STX Seagate Technology Holdings plc
+6.2%
+$144,630.23 
HYLN Hyliion Holdings Corp.
+6.07%
+$10,500 
IPGP IPG Photonics Corporation
+5.96%
+$19,553.62 
PANW Palo Alto Networks, Inc.
+5.88%
+$90,461.6 
ORLA Orla Mining Ltd.
+5.88%
+$7,806.2 
WHR Whirlpool Corporation
+5.86%
+$90,937.95 
BA Boeing Company
+5.86%
+$32,497.2 
FDX FedEx Corporation
+5.83%
+$30,206.4 
FRDM Freedom 100 Emerging Markets ETF
+5.82%
+$114,394.87 
SLV iShares Silver Trust
+5.82%
+$18,529.67 
TXN Texas Instruments Inc
+5.61%
+$68,599.55 
HELE Helen of Troy Limited
+5.56%
+$16,608.15 
GDX VanEck Gold Miners ETF
+5.49%
+$14,175 
VRT Vertiv Holdings Co
+5.49%
+$17,388.11 
NOK Nokia Corporation Sponsored ADR
+5.49%
+$29,455.86 
GD General Dynamics Corporation
+5.39%
+$17,929.11 
UROY Uranium Royalty Corp.
+5.38%
+$4,288.5 
EIS iShares MSCI Israel ETF
+5.33%
+$187.92 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$9,688.6 
SAN Banco Santander S.A. Sponsored ADR
+5.33%
+$13,749.66 
CRI Carter's Inc.
+5.29%
+$73,340.8 
AMGN Amgen Inc.
+5.28%
+$41,923.98 
HSBC HSBC Holdings plc Sponsored ADR
+5.28%
+$14,514.5 
ODFL Old Dominion Freight Line, Inc.
+5.11%
+$31,052.85 
GLW Corning Incorporated
+5.08%
+$41,906.85 
KNF Knife River Corporation
+5.07%
+$31,829.17 
PAAS Pan American Silver Corp.
+5%
+$20,358.52 
UPS United Parcel Service, Inc.
+4.99%
+$11,985.37 
ADI Analog Devices, Inc.
+4.95%
+$83,148.71 
RBC RBC Bearings Incorporated
+4.93%
+$34,698.83 
CRH CRH plc
+4.92%
+$10,729.44 
NEM Newmont Corporation
+4.91%
+$9,583.72 
VPL Vanguard FTSE Pacific ETF
+4.9%
+$945.18 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+4.88%
+$14,391.02 
ETN Eaton Corporation plc
+4.88%
+$94,992.33 
GEV GE Vernova Inc.
+4.87%
+$142,770.87 
WPM Wheaton Precious Metals Corp.
+4.79%
+$9,764.4 
ECG Everus Construction Group, Inc.
+4.75%
+$56,082 
LYG Lloyds Banking Group Plc ADR
+4.75%
+$9,747.82 
EWT iShares MSCI Taiwan ETF
+4.69%
+$170.2 
KWR Quaker Chemical Corporation
+4.66%
+$12,689.04 
IXN iShares Global Tech ETF
+4.65%
+$8,782.7 
SLX VanEck Steel ETF
+4.65%
+$26,393.7 
PRLB Proto Labs Inc.
+4.65%
+$15,400.7 
CAT Caterpillar Inc.
+4.61%
+$70,102.7 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$5,637.6 
DFEV Dimensional Emerging Markets Value ETF
+4.55%
+$1,737.24 
NVT nVent Electric plc
+4.52%
+$21,565.68 
LMT Lockheed Martin Corporation
+4.49%
+$49,187.84 
TSLA Tesla, Inc.
+4.47%
+$296,451.62 
PWR Quanta Services Inc.
+4.46%
+$197,650.32 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$44,864.16 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$3,325.45 
FTNT Fortinet Inc.
+4.37%
+$23,849.03 
GE General Electric Company
+4.25%
+$178,717.9 
NKE Nike, Inc. - Class B
+4.23%
+$23,726.16 
DFAE Dimensional Emerging Core Equity Market ETF
+4.18%
+$1,686.4 
ILF iShares Latin America 40 ETF
+4.09%
+$39,395.33 
EWO iShares MSCI Austria ETF
+4%
+$8,442.9 
DEFT Defi Technologies Inc.
+3.96%
+$410 
SHW The Sherwin-Williams Company
+3.93%
+$145,094.88 
PII Polaris Inc.
+3.92%
+$58,607.29 
EFG iShares MSCI EAFE Growth ETF
+3.89%
+$4,490.64 
NVS Novartis AG Sponsored ADR
+3.86%
+$24,494.49 
EVR Evercore Inc.
+3.78%
+$62,960.04 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$23,718.52 
GILD Gilead Sciences Inc.
+3.75%
+$27,038.48 
RTX RTX Corporation
+3.69%
+$90,239.35 
AVGO Broadcom Inc.
+3.68%
+$587,510.8 
SCHF Schwab International Equity ETF
+3.67%
+$77,761.04 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.65%
+$8,285.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$212,038.44 
IYM iShares U.S. Basic Materials ETF
+3.55%
+$1,468.56 
ABEV Ambev S.A.
+3.54%
+$1,495.56 
IWO iShares Russell 2000 Growth ETF
+3.52%
+$10,030.8 
ROST Ross Stores, Inc.
+3.52%
+$10,560.73 
DRI Darden Restaurants, Inc.
+3.46%
+$8,975.33 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.46%
+$8,272.77 
FNDF Schwab Fundamental International Large Company Index ETF
+3.44%
+$2,685 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.42%
+$3,893.22 
TGT Target Corporation
+3.42%
+$7,472.7 
CMI Cummins Inc.
+3.4%
+$56,505.96 
IYW iShares U.S. Technology ETF
+3.39%
+$8,027.89 
CWI SPDR MSCI ACWI ex-US ETF
+3.39%
+$402.6 
IXUS iShares Core International Stock ETF
+3.38%
+$560,518.26 
GSK GSK plc Sponsored ADR
+3.37%
+$8,783.7 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$49,706.62 
VGT Vanguard Information Technology ETF
+3.34%
+$46,471.88 
SCHA Schwab U.S. Small-Cap ETF
+3.33%
+$1,230.99 
ARES Ares Management Corporation
+3.32%
+$39,652.08 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.31%
+$2,598.57 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$8,578.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.29%
+$4.47M 
SBUX Starbucks Corporation
+3.28%
+$22,521.24 
INV Innventure Inc.
+3.27%
+$11,332.26 
GLD SPDR Gold Shares
+3.25%
+$113,424.49 
EWJ iShares MSCI Japan ETF
+3.25%
+$990,799.5 
VBK Vanguard Small-Cap Growth ETF
+3.24%
+$22,027.78 
VGK Vanguard FTSE Europe ETF
+3.24%
+$2.19M 
AEM Agnico Eagle Mines Limited
+3.23%
+$4,964.28 
IAU iShares Gold Trust
+3.2%
+$32,801.64 
GLDM SPDR Gold MiniShares Trust
+3.2%
+$10,200.41 
C Citigroup Inc.
+3.19%
+$28,461.06 
EMR Emerson Electric Co.
+3.18%
+$14,998.14 
BBEU JPMorgan BetaBuilders Europe Fund
+3.15%
+$7,939.2 
XLI Industrial Select Sector SPDR Fund
+3.15%
+$15,343.8 
SCHC Schwab International Small-Cap Equity ETF
+3.15%
+$634.2 
DIHP Dimensional International High Profitability Portfolio
+3.15%
+$4,802.38 
EFA iShares MSCI EAFE ETF
+3.14%
+$221,940.36 
SMMD iShares Russell 2500 ETF
+3.11%
+$959.44 
GS The Goldman Sachs Group, Inc.
+3.07%
+$53,245.59 
FOXF Fox Factory Holding Corp.
+3.06%
+$64,970.64 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.02%
+$1,667.7 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$34,440.12 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
+2.96%
+$49.77 
TEL TE Connectivity plc
+2.95%
+$5,787.16 
AVDE Avantis International Equity ETF
+2.93%
+$216.75 
IWM iShares Russell 2000 ETF
+2.92%
+$53,031.08 
SCHM Schwab U.S. Mid-Cap ETF
+2.92%
+$564.59 
UBS UBS Group AG
+2.91%
+$8,487.76 
TECH Bio-Techne Corporation
+2.9%
+$10,761.6 
ECL Ecolab Inc.
+2.89%
+$17,713.14 
AVDV Avantis International Small Cap Value ETF
+2.88%
+$2,758.72 
IBB iShares Biotechnology ETF
+2.87%
+$985.32 
VXF Vanguard Extended Market ETF
+2.86%
+$935.07 
EBAY eBay Inc.
+2.85%
+$7,405.4 
BBJP JPMorgan BetaBuilders Japan Fund
+2.85%
+$1,602.18 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$34,607.93 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$12,657.04 
ANET Arista Networks, Inc.
+2.8%
+$18,177.29 
PH Parker-Hannifin Corporation
+2.79%
+$11,053.21 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.79%
+$914.64 
CARR Carrier Global Corporation
+2.76%
+$9,181.87 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.71%
+$6,006 
VOT Vanguard Mid-Cap Growth ETF
+2.66%
+$2,330.2 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$10,185.14 
MS Morgan Stanley
+2.62%
+$41,571.4 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$3,158 
TT Trane Technologies plc
+2.61%
+$9,637.95 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+2.58%
+$177.48 
BMY Bristol-Myers Squibb Company
+2.55%
+$29,750.42 
NVO Novo Nordisk A/S Sponsored ADR
+2.55%
+$6,473.51 
DFIS Dimensional International Small Cap ETF
+2.53%
+$1,411.54 
COF Capital One Financial Corporation
+2.5%
+$11,908.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.49%
+$4,322.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.49%
+$11,025.98 
VB Vanguard Small-Cap ETF
+2.49%
+$16,454.94 
MAR Marriott International Inc. - Class A
+2.49%
+$6,422.39 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$33,801.75 
DDOG Datadog, Inc. Class A Common Stock
+2.46%
+$10,285.6 
VT Vanguard Total World Stock ETF
+2.45%
+$5.48M 
PFE Pfizer Inc.
+2.42%
+$10,323.62 
NVDA NVIDIA Corporation
+2.42%
+$822,269 
IDV iShares International Select Dividend ETF
+2.41%
+$191,100 
VWO Vanguard FTSE Emerging Markets ETF
+2.41%
+$95,198.32 
CSCO Cisco Systems, Inc.
+2.41%
+$84,427.2 
SPEM SPDR Portfolio Emerging Markets ETF
+2.4%
+$11,979 
MEDP Medpace Holdings Inc.
+2.38%
+$10,149.28 
CSX CSX Corporation
+2.37%
+$12,152.8 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$907.48 
BKNG Booking Holdings Inc.
+2.37%
+$24,542.25 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$22,272.04 
RGEN Repligen Corporation
+2.35%
+$7,942.09 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$152,724.36 
APH Amphenol Corporation
+2.34%
+$31,727.61 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.34%
+$2,604 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$9,750.18 
DFIV Dimensional International Value ETF
+2.32%
+$3,029.04 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$99,880.13 
LLY Eli Lilly and Company
+2.31%
+$196,145.4 
HD The Home Depot, Inc.
+2.31%
+$94,564.97 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.28%
+$19,083.63 
SWVL Swvl Holdings Corp.
+2.24%
+$1,110 
IWN iShares Russell 2000 Value ETF
+2.24%
+$3,209.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$42,174.3 
CFG Citizens Financial Group, Inc.
+2.2%
+$5,785.78 
GRW TCW Fund Inc. Compounders ETF
+2.2%
+$19,090.89 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.19%
+$4,442.33 
LOW Lowe's Companies Inc.
+2.18%
+$20,517.84 
DISV Dimensional International Small Cap Equity Fund
+2.18%
+$931.7 
IUSG iShares Core S&P U.S. Growth ETF
+2.17%
+$551.31 
DASH DoorDash, Inc.
+2.16%
+$8,895.92 
CAH Cardinal Health Inc.
+2.15%
+$8,509.76 
IWR iShares Russell Mid-Cap ETF
+2.14%
+$17,946.66 
WIT Wipro Limited American Depositary Receipt
+2.14%
+$2,879.32 
URTH iShares MSCI World ETF
+2.1%
+$487,282.14 
AVUS Avantis U.S. Equity ETF
+2.01%
+$13,679.92 
TXRH Texas Roadhouse Inc.
+2%
+$4,152.47 
WGO Winnebago Industries, Inc.
+1.99%
+$5,859.15 
IWD iShares Russell 1000 Value ETF
+1.99%
+$32,531.15 
WBD Warner Bros. Discovery, Inc.
+1.96%
+$5,821.56 
DIS The Walt Disney Company
+1.95%
+$21,169.22 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$4.74M 
DFUV Dimensional US Marketwide Value ETF
+1.95%
+$10,071.36 
NOC Northrop Grumman Corporation
+1.95%
+$8,081.29 
BEN Franklin Resources Inc.
+1.94%
+$6,515.24 
CEG Constellation Energy Corporation
+1.92%
+$4,217.3 
EXEL Exelixis Inc.
+1.92%
+$10,032.33 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$4,215.9 
MGV Vanguard Mega Cap Value ETF
+1.91%
+$1,070.33 
GNR SPDR S&P Global Natural Resources ETF
+1.9%
+$831.25 
DUHP Dimensional US High Profitability ETF
+1.9%
+$8,780.67 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$57,664.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.88%
+$2,691 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$11,269.45 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$5,687.55 
LULU lululemon athletica inc.
+1.86%
+$2,968.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$345,455.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$7,395.89 
VO Vanguard Mid-Cap ETF
+1.84%
+$13,813.8 
IWV ISHARES RUSSELL 3000 ETF
+1.83%
+$892.08 
CVLT Commvault Systems Inc.
+1.82%
+$11,192.52 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$4,082.96 
AXP American Express Company
+1.79%
+$21,797.43 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.79%
+$686.55 
SCHK Schwab 1000 Index ETF
+1.79%
+$1,250 
STHO Star Holdings Inc.
+1.78%
+$2,111.84 
IWB iShares Russell 1000 ETF
+1.78%
+$664.58 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.78%
+$4,022.64 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$714,357.19 
VUG Vanguard Growth ETF
+1.78%
+$231,394.02 
SUSA iShares MSCI USA ESG Select ETF
+1.77%
+$105.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$3,448.84 
VOO Vanguard S&P 500 ETF
+1.76%
+$1.93M 
IVV iShares Core S&P 500 ETF
+1.75%
+$46,413.65 
SCHX Schwab U.S. Large-Cap ETF
+1.73%
+$5,788.03 
SHOP Shopify Inc.
+1.72%
+$6,680.43 
QUAL iShares MSCI USA Quality Factor ETF
+1.71%
+$635.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.71%
+$4,484 
ITW Illinois Tool Works Inc.
+1.71%
+$5,124 
VTV Vanguard Value ETF
+1.7%
+$893,237.75 
GWRE GUIDEWIRE SOFTWARE INC
+1.69%
+$5,173.22 
DFLV Dimensional US Large Cap Value ETF
+1.67%
+$745.55 
MRK Merck & Co., Inc.
+1.66%
+$74,414.49 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$51,506.78 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+1.65%
+$2,424 
OEF iShares S&P 100 ETF
+1.65%
+$554.6 
DFAT Dimensional US Targeted Value ETF
+1.63%
+$5,544.89 
GM General Motors Company
+1.62%
+$5,715.99 
XYL Xylem Inc.
+1.61%
+$5,651.91 
DE Deere & Company
+1.61%
+$11,439.02 
MFG Mizuho Financial Group Inc. ADR
+1.6%
+$3,542.1 
TM Toyota Motor Corporation
+1.59%
+$2,745.48 
GAL SPDR SSGA Global Allocation ETF
+1.53%
+$4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.5%
+$32,534.88 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$11,281.2 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.5%
+$3,180.72 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
+1.47%
+$1,622.17 
BX Blackstone Inc.
+1.46%
+$22,621.48 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.46%
+$1.13M 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.46%
+$3,498 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$1,595 
TSCO Tractor Supply Company
+1.45%
+$3,197.32 
AAPL Apple Inc.
+1.44%
+$767,737.42 
STT State Street Corp
+1.43%
+$5,393.7 
USB U.S. Bancorp
+1.4%
+$8,591.57 
CGNT Cognyte Software Ltd.
+1.37%
+$7,641.48 
AMZN Amazon.com Inc
+1.37%
+$324,597 
DIBS 1stdibs.com, Inc.
+1.35%
+$561.44 
JPM JPMorgan Chase & Co.
+1.35%
+$148,586.52 
USFD US Foods Holding Corp
+1.34%
+$4,087.38 
FITB Fifth Third Bancorp
+1.33%
+$5,508.3 
TOST Toast Inc.
+1.32%
+$7,663.68 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$18,327.39 
IGF iShares Global Infrastructure ETF
+1.3%
+$4,902 
LIN Linde plc
+1.29%
+$19,171.26 
BBCA JPMorgan BetaBuilders Canada ETF
+1.29%
+$5,102.08 
ULTA Ulta Beauty Inc.
+1.28%
+$5,372.73 
IAT iShares U.S. Regional Banks ETF
+1.28%
+$44.84 
IBM International Business Machines Corporation
+1.26%
+$17,595.65 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$1,242.23 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$243,169.9 
PLD Prologis Inc.
+1.25%
+$5,654.7 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.19%
+$235.2 
IVE ISHARES S&P 500 VALUE ETF
+1.18%
+$5,828.08 
IUSV iShares Core S&P U.S. Value ETF
+1.18%
+$1,491.2 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$79,629.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.13%
+$1.49M 
MNST Monster Beverage Corporation
+1.12%
+$7,801.98 
UBER Uber Technologies, Inc.
+1.11%
+$9,877.68 
VHT Vanguard Health Care ETF
+1.11%
+$25.28 
HCA HCA Healthcare Inc.
+1.07%
+$11,976 
BAC Bank of America Corporation
+1.04%
+$26,131.08 
CTAS Cintas Corporation
+1.04%
+$30,671.9 
XLV Health Care Select Sector SPDR Fund
+1.03%
+$2,698.62 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$5,762.79 
KBE SPDR S&P Bank ETF
+1.01%
+$199.32 
HLT Hilton Worldwide Holdings Inc.
+1%
+$5,516.16 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$220 
INDA ISHARES MSCI INDIA ETF
+0.99%
+$637.79 
DORM Dorman Products Inc.
+0.97%
+$2,419.41 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.97%
+$247.8 
MCD McDonald's Corporation
+0.97%
+$19,909.96 
DLR Digital Realty Trust, Inc.
+0.96%
+$4,644.06 
IGOV iShares International Treasury Bond ETF
+0.94%
+$3,020.19 
MOO VanEck Agribusiness ETF
+0.94%
+$72.5 
APD Air Products and Chemicals, Inc.
+0.93%
+$1,797.11 
FAST Fastenal Co.
+0.92%
+$2,863.66 
AVPT AvePoint, Inc.
+0.89%
+$17,811.83 
ZION Zions Bancorporation, National Association
+0.88%
+$6,208.9 
MMM 3M Company
+0.83%
+$5,773.13 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$4,163.01 
BKR Baker Hughes Company
+0.82%
+$4,270.76 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$71,386.25 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$20,629.35 
XLF Financial Select Sector SPDR Fund
+0.79%
+$5,306.22 
ABT Abbott Laboratories
+0.77%
+$7,447.17 
EXR Extra Space Storage Inc.
+0.77%
+$3,213.07 
SMIN iShares MSCI India Small-Cap ETF
+0.76%
+$20.5 
SRE Sempra
+0.76%
+$1,919.58 
DVY iShares Select Dividend ETF
+0.74%
+$2,228.7 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$128.38 
UNP Union Pacific Corporation
+0.7%
+$16,338.25 
VOX Vanguard Communication Services ETF
+0.69%
+$544.84 
PCG PG&E Corporation
+0.69%
+$1,813.43 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$168.62 
DFGR Dimensional Global Real Estate ETF
+0.67%
+$526.3 
IMO Imperial Oil Limited
+0.66%
+$1,714.3 
GOOG Alphabet Inc
+0.64%
+$118,860.52 
AJG Arthur J. Gallagher & Co.
+0.62%
+$1,602.9 
BAC-PL Bank of America Corporation
+0.62%
+$759.27 
TMUS T-Mobile US, Inc.
+0.6%
+$4,384.5 
PLTR Palantir Technologies Inc.
+0.58%
+$6,845.99 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$619.3 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$855.41 
ISRG Intuitive Surgical, Inc.
+0.55%
+$10,859.69 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.54%
+$102.12 
BLK BlackRock, Inc.
+0.53%
+$6,515.57 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.48%
+$130,602.72 
IDXX IDEXX Laboratories, Inc.
+0.47%
+$3,623.46 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$9.63 
EQIX Equinix, Inc.
+0.46%
+$1,435.2 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$538.23 
VPU Vanguard Utilities ETF
+0.43%
+$5.74 
TRV The Travelers Companies, Inc.
+0.43%
+$1,266.21 
D Dominion Energy, Inc.
+0.39%
+$1,550.64 
ZTS Zoetis Inc.
+0.37%
+$909.9 
TIP iShares TIPS Bond ETF
+0.36%
+$993.82 
VZ Verizon Communications Inc.
+0.36%
+$2,443.24 
IGE iShares North American Natural Resources ETF
+0.35%
+$43.05 
WFC Wells Fargo & Company
+0.35%
+$14,698.07 
GOOGL Alphabet Inc
+0.33%
+$73,403.64 
MDT Medtronic plc
+0.29%
+$1,420.11 
ABBV AbbVie Inc.
+0.28%
+$13,296 
MUB iShares National Muni Bond ETF
+0.25%
+$203,396.77 
CMCSA Comcast Corp
+0.23%
+$561.61 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$114 
ARCC Ares Capital Corporation
+0.21%
+$640 
CMF iShares California Muni Bond ETF
+0.2%
+$183.19 
WST West Pharmaceutical Services, Inc.
+0.2%
+$679.14 
NBSD Neuberger Berman Short Duration Income ETF
+0.18%
+$1,556.37 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$13,768.33 
JNJ Johnson & Johnson
+0.15%
+$7,511.17 
VNQ Vanguard Real Estate ETF
+0.14%
+$42 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$4,930 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$378.18 
BKLN Invesco Senior Loan ETF
+0.1%
+$8,901.04 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$2 
TRINZ Trinity Capital Inc. 7.875% Notes due 2029
+0.1%
+$463.82 
TJX The TJX Companies, Inc.
+0.09%
+$2,201.78 
AEP American Electric Power Company, Inc.
+0.09%
+$380.05 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$140 
FT Franklin Universal Trust
+0.06%
+$110.44 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$1,314.17 
O Realty Income Corporation
+0.05%
+$160.05 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.04%
+$73 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$3,977.44 
MSI Motorola Solutions, Inc.
+0.03%
+$298.9 
MMSI Merit Medical Systems, Inc.
+0.01%
+$37.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$58.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3.92 
ABC AmerisourceBergen Corporation
0%
$0 
APOPRA
0%
$0 
AZN
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
BLL Ball Corp
0%
$0 
COMP NASDAQ Composite
0%
$0 
JCI
0%
$0 
LH
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
ORCLPRD
0%
$0 
PKI PerkinElmer, Inc.
0%
$0 
SAFE
0%
$0 
SNOW
0%
$0 
ORCL Oracle Corporation
-8.43%
-$156,676.48 
ADSK Autodesk, Inc.
-6.59%
-$13,155.67 
ADBE Adobe Inc.
-5.85%
-$51,525.52 
WDAY Workday Inc.
-4.57%
-$10,280.36 
IT Gartner Inc.
-4.19%
-$8,891.3 
NCNO nCino, Inc.
-4.02%
-$11,368.94 
SAP SAP SE Sponsored ADR
-3.91%
-$20,534.87 
COP ConocoPhillips
-3.72%
-$47,900.4 
APA APA Corporation
-3.32%
-$17,637.48 
SPOT Spotify Technology S.A.
-3.14%
-$21,569.14 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$12,285.85 
VRSN Verisign Inc.
-2.89%
-$6,780.8 
XOM Exxon Mobil Corporation
-2.7%
-$128,011.8 
SPGI S&P Global Inc.
-2.68%
-$13,293.28 
INTU Intuit Inc.
-2.66%
-$10,160.64 
NOW ServiceNow, Inc.
-2.65%
-$39,460.64 
EOG EOG Resources, Inc.
-2.56%
-$14,553.86 
BABA Alibaba Group Holding Limited SP ADR
-2.41%
-$84,292.38 
MO Altria Group, Inc.
-2.27%
-$18,414.38 
CTRE CareTrust REIT Inc.
-2.25%
-$12,985.45 
CRM Salesforce Inc
-2.16%
-$19,694.35 
WM Waste Management, Inc.
-2.16%
-$25,937.8 
CUE Cue Biopharma, Inc.
-2.15%
-$6,138 
MCO Moody's Corporation
-2.12%
-$38,186.71 
CVX Chevron Corporation
-2%
-$59,825.15 
WCN Waste Connections Inc.
-1.92%
-$5,752.3 
PSX Phillips 66
-1.91%
-$20,474.69 
XLE Energy Select Sector SPDR Fund
-1.85%
-$20,943.36 
ADP Automatic Data Processing Inc.
-1.77%
-$9,007.72 
MSFT Microsoft Corp.
-1.72%
-$662,952.98 
BSX Boston Scientific Corporation
-1.68%
-$5,790.69 
RSG Republic Services, Inc.
-1.65%
-$18,076.5 
ALL Allstate Corporation
-1.59%
-$6,799.6 
DHR Danaher Corporation
-1.58%
-$16,266.9 
SNPS Synopsys, Inc.
-1.57%
-$5,349.83 
VLO Valero Energy Corporation
-1.4%
-$11,473.17 
IQV IQVIA Holdings Inc.
-1.37%
-$3,269.37 
OKE ONEOK, Inc.
-1.36%
-$4,343.13 
AMT American Tower Corporation
-1.31%
-$6,277.32 
MSOS AdvisorShares Pure US Cannabis ETF
-1.31%
-$84 
KMI Kinder Morgan, Inc.
-1.3%
-$7,792.04 
EPD Enterprise Products Partners L.P.
-1.29%
-$14,678.93 
TSLX Sixth Street Specialty Lending Inc.
-1.28%
-$3,300 
CCI Crown Castle Inc.
-1.25%
-$5,920.2 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$29,533.18 
TRGP Targa Resources Corp.
-1.16%
-$3,735.13 
ACN Accenture plc Class A
-1.14%
-$9,401.24 
PM Philip Morris International Inc.
-1.05%
-$18,568.32 
DTST Data Storage Corporation
-1.03%
-$1,508.5 
V Visa Inc. Class A
-0.99%
-$87,329.17 
KO The Coca-Cola Company
-0.97%
-$15,593.31 
PAA Plains All American Pipeline, L.P.
-0.95%
-$41,453.5 
PAGP Plains GP Holdings, L.P.
-0.93%
-$18,605.62 
SOC Sable Offshore Corp.
-0.93%
-$1,276.99 
DPZ Domino's Pizza Inc.
-0.92%
-$1,760.01 
ICE Intercontinental Exchange, Inc.
-0.91%
-$1,891.84 
NFLX Netflix, Inc.
-0.9%
-$21,383.78 
MPC Marathon Petroleum Corporation
-0.88%
-$4,417.02 
COST Costco Wholesale Corporation
-0.83%
-$88,544.85 
MDU MDU Resources Group, Inc.
-0.83%
-$6,046.07 
AZO AutoZone Inc.
-0.82%
-$3,295.31 
PODD Insulet Corporation
-0.81%
-$3,324.53 
USEA United Maritime Corporation
-0.77%
-$1,541.04 
WMB The Williams Companies, Inc.
-0.76%
-$7,192.9 
PGR Progressive Corporation
-0.75%
-$8,864.24 
ED Consolidated Edison, Inc.
-0.74%
-$2,978.07 
VTR Ventas Inc.
-0.72%
-$2,030.69 
SCHW Charles Schwab Corporation
-0.72%
-$7,468.8 
CB Chubb Limited
-0.7%
-$4,489.56 
LBRT Liberty Energy Inc.
-0.67%
-$8,903.4 
CHD Church & Dwight Co., Inc.
-0.66%
-$2,623.4 
SYK Stryker Corporation
-0.56%
-$3,445.71 
ORLY O'Reilly Automotive Inc.
-0.55%
-$3,296.5 
ATO Atmos Energy Corporation
-0.55%
-$1,067.64 
OTF Blue Owl Technology Finance Corp.
-0.5%
-$712.25 
HIG The Hartford Insurance Group, Inc.
-0.49%
-$1,664 
WFC-PL Wells Fargo & Company
-0.49%
-$340.2 
META Meta Platforms Inc Class A
-0.47%
-$39,063.31 
DUK Duke Energy Corporation
-0.46%
-$4,293.25 
LVS Las Vegas Sands Corp.
-0.45%
-$1,235.56 
KR Kroger Co.
-0.45%
-$1,149.27 
SO The Southern Company
-0.44%
-$1,122.98 
DT Dynatrace, Inc.
-0.41%
-$914.43 
HESM Hess Midstream LP
-0.4%
-$1,286.5 
THG Hanover Insurance Group, Inc.
-0.39%
-$1,111.88 
GMED Globus Medical Inc.
-0.38%
-$1,740.34 
CL Colgate-Palmolive Company
-0.37%
-$9,306.97 
TTE TotalEnergies SE
-0.36%
-$908.8 
SHEL Shell plc
-0.35%
-$1,983.32 
CI The Cigna Group
-0.33%
-$3,715.42 
YOLO AdvisorShares Pure Cannabis ETF
-0.33%
-$2,317.07 
MA Mastercard Incorporated
-0.32%
-$13,774.33 
UNH UnitedHealth Group Incorporated
-0.32%
-$4,131.7 
CDNS Cadence Design Systems, Inc.
-0.3%
-$1,820.08 
RAMP LiveRamp Holdings, Inc.
-0.3%
-$2,017.44 
RMD ResMed Inc.
-0.28%
-$662.2 
PEP PepsiCo, Inc.
-0.28%
-$7,746.99 
BDX Becton, Dickinson and Company
-0.25%
-$788.08 
UL Unilever PLC Sponsored American Depositary Receipt
-0.24%
-$588.84 
MCK McKesson Corporation
-0.24%
-$1,411.85 
WMT Walmart Inc.
-0.23%
-$6,923 
PG Procter & Gamble Co
-0.21%
-$2,685.87 
GWW W.W. Grainger, Inc.
-0.2%
-$1,375.47 
NEE NextEra Energy, Inc.
-0.19%
-$1,744.48 
VDC VANGUARD CONSUMER STAPLES ETF
-0.16%
-$2.19 
CME CME Group Inc.
-0.16%
-$554.01 
RJF Raymond James Financial Inc.
-0.13%
-$288.2 
XLP Consumer Staples Select Sector SPDR Fund
-0.13%
-$198.11 
HAL Halliburton Company
-0.11%
-$583.92 
XLRE The Real Estate Select Sector SPDR Fund
-0.04%
-$28.8 
T AT&T Inc.
-0.02%
-$154.89 
WELL Welltower Inc.
-0.02%
-$123.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4255 | Longs Won 2582/4255 60% | Profit Factor 11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $232,931.05 | Best Trade (Jun 11) $44.97M | Sharpe Ratio -5.57 |
| Average Loss -$32,679.91 | Worst Trade (Jun 30) -$3.73M | Z-Score 9.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $128,496.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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