Elizabeth Arce Portfolio
Invests via Sovran Advisors LLC | Managed by Paul Justin, Jeremy Martinson, Elizabeth Arce
Invests via Sovran Advisors LLC
Managed by Paul Justin, Jeremy Martinson, Elizabeth Arce
Automatically Tracked
Seasoned corporate executive and investor focused on growth-stage technology and financial services, with experience in corporate finance, strategy and operational scaling. Elizabeth Arce has served on boards and led cross-functional teams through M&A, product expansion and capital raises, and engages with venture and private-equity investors to align commercial and capital strategies. Often active in governance, strategic planning and fundraising, she is positioned to support portfolio companies on metrics-driven growth and exit preparation.
Seasoned corporate executive and investor focused on growth-stage technology and financial services, with experience in corporate finance, strategy and operational scaling. Elizabeth Arce has served on boards and led cross-functional teams through M&A, product expansion and capital raises, and engages with venture and private-equity investors to align commercial and capital strategies. Often active in governance, strategic planning and fundraising, she is positioned to support portfolio companies on metrics-driven growth and exit preparation.
Investment Philosophy & Strategy
Seasoned corporate executive and investor focused on growth-stage technology and financial services, with experience in corporate finance, strategy and operational scaling. Elizabeth Arce has served on boards and led cross-functional teams through M&A, product expansion and capital raises, and engages with venture and private-equity investors to align commercial and capital strategies. Often active in governance, strategic planning and fundraising, she is positioned to support portfolio companies on metrics-driven growth and exit preparation.
Seasoned corporate executive and investor focused on growth-stage technology and financial services, with experience in corporate finance, strategy and operational scaling. Elizabeth Arce has served on boards and led cross-functional teams through M&A, product expansion and capital raises, and engages with venture and private-equity investors to align commercial and capital strategies. Often active in governance, strategic planning and fundraising, she is positioned to support portfolio companies on metrics-driven growth and exit preparation.
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:
33.23%
Gain +0.41%
Monthly
1.44%
Yearly
18.8%
Drawdown
15.55%
$1.39B
Equity
Holdings
$1.39B
Investment
$1.19B
$248.57M
Profit +$4.21M
Realized
$48.55M
Unrealized
$200.03M
Dividends
$31.25M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$4.21M
Win %
72%
This Week
Compared To Last Week
Gain
0.3%
Profit
$4.21M
Win %
72%
This Month
Compared to last month
Gain
3.03%
Profit
$40.98M
Win %
72%
This Year
Compared to last year
Gain
2.8%
Profit
$36.21M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$2.4M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$45,477.89 
GOOG Alphabet Inc
+6.88%
+$849,040.11 
GOOGL Alphabet Inc
+6.73%
+$685,896.75 
VRT Vertiv Holdings Co
+6.18%
+$106,017.53 
ANET Arista Networks, Inc.
+5.46%
+$154,542.22 
FTNT Fortinet Inc.
+4.99%
+$11,757.9 
SNPS Synopsys, Inc.
+4.41%
+$9,562.27 
GSAT Globalstar, Inc.
+4.11%
+$218,127.27 
TT Trane Technologies plc
+3.33%
+$6,630.84 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$16,890.48 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$12,533.62 
META Meta Platforms Inc Class A
+3.28%
+$397,110.28 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$9,590.65 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$64,927.68 
MSFT Microsoft Corp.
+3.02%
+$880,001.17 
LITE Lumentum Holdings Inc.
+2.99%
+$7,472.7 
NVDA NVIDIA Corporation
+2.93%
+$728,808.16 
P Everpure Inc.
+2.81%
+$5,931.22 
CVX Chevron Corporation
+2.35%
+$43,979.6 
BP BP p.l.c. Sponsored ADR
+2.26%
+$14,268 
WDC Western Digital Corporation
+2.21%
+$10,230.65 
EOG EOG Resources, Inc.
+2.19%
+$6,865.64 
DVN Devon Energy Corporation
+2.17%
+$98,195.52 
CSCO Cisco Systems, Inc.
+2.14%
+$58,125.6 
CHTR Charter Communications Inc
+2.1%
+$4,726.28 
BEN Franklin Resources Inc.
+2.08%
+$13,218.33 
USAR USA Rare Earth, Inc.
+2.05%
+$101,739.9 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$40,844.53 
OKE ONEOK, Inc.
+1.95%
+$4,494.42 
ROK Rockwell Automation, Inc.
+1.93%
+$14,657.08 
PANW Palo Alto Networks, Inc.
+1.89%
+$15,356.55 
CRM Salesforce Inc
+1.83%
+$37,009.04 
ORCL Oracle Corporation
+1.81%
+$36,206.94 
HCA HCA Healthcare Inc.
+1.72%
+$6,595.99 
SHEL Shell plc
+1.62%
+$11,992.26 
CPNG Coupang Inc.
+1.62%
+$5,523.44 
ACN Accenture plc Class A
+1.61%
+$5,054.88 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$76,369.69 
AIT Applied Industrial Technologies Inc.
+1.58%
+$11,025.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$21,493.09 
VZ Verizon Communications Inc.
+1.52%
+$15,831.2 
LMT Lockheed Martin Corporation
+1.5%
+$9,406.7 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$4,548.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6,663.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$265,649.28 
NOC Northrop Grumman Corporation
+1.43%
+$3,708.18 
PH Parker-Hannifin Corporation
+1.43%
+$3,627.37 
PWR Quanta Services Inc.
+1.43%
+$9,211.17 
GE General Electric Company
+1.42%
+$24,717.41 
KLAC KLA Corporation
+1.38%
+$7,470.03 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$3,820.16 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$4,009.27 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$47,132.93 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$20,893.22 
CAH Cardinal Health Inc.
+1.3%
+$3,303.35 
CGUS Capital Group Core Equity ETF
+1.29%
+$96,803.67 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$10,934.69 
COP ConocoPhillips
+1.22%
+$8,156.26 
ENOR iShares MSCI Norway ETF
+1.22%
+$4,205.88 
WFC Wells Fargo & Company
+1.19%
+$2,580.6 
BN Brookfield Corporation
+1.19%
+$3,319.51 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$6,023.2 
AMAT Applied Materials, Inc.
+1.18%
+$37,217.33 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$76,904.15 
ITW Illinois Tool Works Inc.
+1.15%
+$3,113.5 
SANM Sanmina Corporation
+1.13%
+$2,847.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$9,087.32 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$18,639.95 
VUG Vanguard Growth ETF
+1.1%
+$24,953.76 
NOW ServiceNow, Inc.
+1.05%
+$13,700.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$26,480.3 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$21,311.68 
ADBE Adobe Inc.
+1.01%
+$6,671.61 
XLE Energy Select Sector SPDR Fund
+1%
+$23,699.71 
ADP Automatic Data Processing Inc.
+0.98%
+$2,328.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$9,957.92 
TTE TotalEnergies SE
+0.95%
+$4,954.28 
OEF iShares S&P 100 ETF
+0.95%
+$42,326.05 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$8,781.63 
UNP Union Pacific Corporation
+0.92%
+$5,943.44 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$10,831.33 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$61,583.18 
BCAT BlackRock Capital Allocation Trust
+0.9%
+$1,859.9 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.89%
+$1,816.75 
SCHW Charles Schwab Corporation
+0.87%
+$14,735.63 
MGC Vanguard Mega Cap ETF
+0.87%
+$41,764.71 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$5,474.58 
DLY DoubleLine Yield Opportunities Fund
+0.86%
+$1,866.24 
IBM International Business Machines Corporation
+0.86%
+$5,941.95 
PWB Invesco Large Cap Growth ETF
+0.86%
+$1,976 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$36,327.22 
CNQ Canadian Natural Resources Limited
+0.85%
+$4,092.4 
GEV GE Vernova Inc.
+0.85%
+$27,572.58 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$12,269.48 
MCD McDonald's Corporation
+0.82%
+$7,636.23 
BANR Banner Corporation
+0.82%
+$11,661.63 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$9,390.2 
LOB Live Oak Bancshares Inc.
+0.8%
+$11,683.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$159,800.83 
AEE Ameren Corporation
+0.79%
+$2,553.34 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$5,803.95 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,561.13 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$4,900.42 
SHLD Global X Defense Tech ETF
+0.77%
+$7,088.64 
TSLA Tesla, Inc.
+0.76%
+$35,331.26 
MPC Marathon Petroleum Corporation
+0.76%
+$12,451.97 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$66,530.17 
STT State Street Corp
+0.73%
+$1,530.27 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$59,973.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$173,118.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$74,970.98 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$8,799.72 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$3,306.7 
CAT Caterpillar Inc.
+0.7%
+$14,226 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,684.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$346,342.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$5,790.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$18,088.81 
QTUM Defiance Quantum ETF
+0.67%
+$4,299.56 
PTC PTC Inc.
+0.66%
+$2,270.7 
PLTR Palantir Technologies Inc.
+0.65%
+$48,831.88 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$3,030.94 
CGGR Capital Group Growth ETF
+0.65%
+$70,949.66 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$84,697.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$8,314.21 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$13,271.22 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$42,007.62 
IXC iShares Global Energy ETF
+0.63%
+$2,102.8 
CGDV Capital Group Dividend Value ETF
+0.63%
+$94,872.71 
SLM SLM Corporation
+0.62%
+$1,411.84 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$1,486.82 
JGRO JPMorgan Active Growth ETF
+0.61%
+$6,189.12 
YELP Yelp Inc.
+0.61%
+$6,380.48 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$2,412.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,566.44 
MO Altria Group, Inc.
+0.57%
+$1,584.57 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$10,144.86 
APH Amphenol Corporation
+0.55%
+$4,293.47 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$9,781.61 
AOS A. O. Smith Corporation
+0.54%
+$1,067.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$19,619.22 
STX Seagate Technology Holdings plc
+0.52%
+$1,909.05 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$1,155.14 
PSX Phillips 66
+0.51%
+$1,324.06 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$2,253.6 
SNDA Sonida Senior Living Inc.
+0.5%
+$3,030.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$6,752.02 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.49%
+$29,564.76 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$25,222.27 
FQAL Fidelity Quality Factor ETF
+0.48%
+$7,727.85 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.47%
+$4,621.66 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$2,552.24 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$4,660.28 
PSMJ Pacer Swan SOS Moderate July ETF
+0.46%
+$2,004.15 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
+0.46%
+$1,101.72 
IYW iShares U.S. Technology ETF
+0.46%
+$18,023.84 
PATN Pacer Nasdaq International Patent Leaders ETF
+0.45%
+$2,481.25 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,623.15 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$27,454.05 
PSMO Pacer Swan SOS Moderate October ETF
+0.43%
+$2,299.62 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$1,749.12 
IYJ iShares U.S. Industrials ETF
+0.42%
+$2,988.56 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$7,856.55 
CASY Casey's General Stores Inc.
+0.4%
+$2,653 
PFE Pfizer Inc.
+0.4%
+$2,393.5 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$1,451.7 
RTX RTX Corporation
+0.39%
+$4,879.56 
VLO Valero Energy Corporation
+0.38%
+$5,864.32 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$2,627.1 
GFEB FT VEST US Equity Moderate Fund
+0.38%
+$811.27 
CGGE Capital Group Global Equity ETF
+0.37%
+$14,125.15 
AVGO Broadcom Inc.
+0.37%
+$49,764.96 
PG Procter & Gamble Co
+0.37%
+$4,768.41 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$1,908.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,907.72 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,386.47 
TDG TransDigm Group Inc.
+0.36%
+$1,041.5 
PCM PCM Fund, Inc.
+0.36%
+$1,397.36 
BAC Bank of America Corporation
+0.36%
+$2,390.74 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$6,311.1 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$1,894.14 
SECT Main Sector Rotation ETF
+0.34%
+$1,496.64 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,340.2 
SNA Snap-on Inc.
+0.33%
+$1,403.53 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$4,599.71 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$9,788.15 
GD General Dynamics Corporation
+0.32%
+$869.86 
MRK Merck & Co., Inc.
+0.32%
+$1,692.52 
SMH VanEck Semiconductor ETF
+0.3%
+$10,650.49 
PSMD Pacer Swan SOS Moderate January U.S. Equity ETF
+0.3%
+$755.92 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$1,842.54 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,836.8 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.28%
+$11,495.74 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$18,287.86 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$660.79 
JPM JPMorgan Chase & Co.
+0.27%
+$16,371.98 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$1,827.14 
VT Vanguard Total World Stock ETF
+0.26%
+$21,497.94 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$8,021.7 
USEP Innovator U.S. Equity Ultra ETF
+0.26%
+$60,392.52 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$687.2 
DIVB iShares Core Dividend ETF
+0.26%
+$3,592.27 
FB ProShares S&P 500 Dynamic Buffer ETF
+0.26%
+$812.59 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,261.33 
DK Delek US Holdings Inc.
+0.24%
+$580 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$1,576.12 
WDI Western Asset Diversified Income Fund
+0.23%
+$355.95 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$661.93 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$5,799.55 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$3,285.7 
CME CME Group Inc.
+0.21%
+$702.82 
SO The Southern Company
+0.21%
+$771 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$7,619.18 
JNJ Johnson & Johnson
+0.21%
+$6,630.83 
ADI Analog Devices, Inc.
+0.2%
+$605.31 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,091.31 
CMI Cummins Inc.
+0.19%
+$446.53 
URTH iShares MSCI World ETF
+0.19%
+$677.04 
XOCT FT VEST US Equity Enhance & Income Fund
+0.19%
+$507.3 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$493.78 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,178.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$23,132.58 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$456.49 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$480.8 
INTU Intuit Inc.
+0.18%
+$866.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$6,989.1 
USB U.S. Bancorp
+0.17%
+$1,017.26 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$12,213.18 
T AT&T Inc.
+0.17%
+$1,652.24 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$887.9 
FLRG Fidelity U.S. Multifactor ETF
+0.16%
+$1,921.27 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$771.49 
KNSL Kinsale Capital Group Inc.
+0.15%
+$308.01 
CB Chubb Limited
+0.15%
+$1,461.21 
BRLN iShares Floating Rate Bond ETF
+0.15%
+$1,650 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$7,047.74 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$3,907 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$407.7 
FTCA Franklin California Municipal Income ETF
+0.14%
+$825.38 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$253.47 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$747.85 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$4,365.17 
BDX Becton, Dickinson and Company
+0.1%
+$305.32 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,399.64 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,527.57 
NUE Nucor Corporation
+0.1%
+$272.25 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$897.87 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$1,045 
FSK FS KKR Capital Corp.
+0.1%
+$710.18 
AFL Aflac Inc.
+0.09%
+$251.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$855.18 
WMT Walmart Inc.
+0.09%
+$2,563.55 
FLBL Franklin Senior Loan ETF
+0.09%
+$1,358 
ABT Abbott Laboratories
+0.09%
+$796.23 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$508.24 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$4,249.96 
SOXX iShares Semiconductor ETF
+0.07%
+$1,826.69 
FDS FactSet Research Systems Inc.
+0.07%
+$131.25 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.06%
+$707.28 
FLHY Franklin High Yield Corporate Bond Fund
+0.06%
+$1,690.1 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$219.24 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$3,908.88 
AEP American Electric Power Company, Inc.
+0.06%
+$108.43 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,147.78 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$695.25 
CZA Invesco Zacks Mid-Cap ETF
+0.04%
+$89.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,948.89 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,135.32 
DIS The Walt Disney Company
+0.03%
+$142.14 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$469.04 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$297.34 
SHV iShares Short Treasury Bond ETF
+0.03%
+$57.96 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$391.42 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$708.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$335.18 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$102.31 
CLOA iShares AAA CLO ETF
+0.02%
+$368.52 
IYT iShares U.S. Transportation ETF
+0.01%
+$27.81 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$132.84 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$407.11 
E Eni S.p.A. Sponsored ADR
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ZOCT
ZOCT
0%
$0 ZFEB
ZFEB
0%
$0 APXM
APXM
0%
$0 G200
G2004J103
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$47,791.48 
GALT Galectin Therapeutics Inc.
-8.05%
-$67,079.22 
AAPL Apple Inc.
-7.35%
-$2.67M 
SYK Stryker Corporation
-6.42%
-$13,739.1 
LIN Linde plc
-5.95%
-$37,129.03 
MU Micron Technology, Inc.
-5.9%
-$401,887.46 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-5.49%
-$17,895.12 
SNDK SanDisk Corporation
-5.09%
-$14,914.77 
MSTR Strategy Inc.
-4.56%
-$67,114.08 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$56,949.6 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-4.3%
-$1,921.92 
SHOP Shopify Inc.
-4.29%
-$24,885 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$17,041.85 
GDX VanEck Gold Miners ETF
-3.49%
-$12,941.73 
NEOVW Neovolta Inc. Warrant
-3.48%
-$828.4 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$20,724.13 
ES Eversource Energy
-3.05%
-$8,183.25 
ETHA iShares Ethereum Trust
-3.03%
-$5,754.32 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$27,919.65 
IBIT iShares Bitcoin Trust
-2.89%
-$162,843.56 
CRWV CoreWeave, Inc.
-2.88%
-$50,870.79 
ASND Ascendis Pharma A/S
-2.85%
-$6,508.45 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$8,063.1 
XRPC Canary XRP ETF
-2.85%
-$3,366 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$128,325.84 
AYI Acuity Brands Inc.
-2.8%
-$5,619.24 
IBKR Interactive Brokers Group Inc.
-2.75%
-$93,218.13 
GDXY YieldMax Gold Miners Option Income Strategy ETF
-2.75%
-$11,249.01 
QCOM QUALCOMM Incorporated
-2.63%
-$178,780.38 
DXYZ Destiny Tech100 Inc.
-2.6%
-$27,055.33 
XRP Bitwise XRP ETF
-2.55%
-$14,661.45 
ABBV AbbVie Inc.
-2.51%
-$49,611.96 
DLR Digital Realty Trust, Inc.
-2.42%
-$8,732.9 
SJM The J.M. Smucker Company
-2.41%
-$7,230.45 
YUM Yum! Brands, Inc.
-2.37%
-$7,521.84 
DDS Dillard's Inc.
-2.32%
-$4,987.28 
ARKK ARK Innovation ETF Fund
-2.28%
-$11,309.58 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$5,230.68 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$5,382.36 
BA Boeing Company
-2.15%
-$14,679.81 
SLV iShares Silver Trust
-2.13%
-$116,184.24 
ACHR Archer Aviation Inc.
-2.11%
-$1,898.9 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$4,468.95 
NFLX Netflix, Inc.
-2%
-$30,642.48 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,319.75 
AMD Advanced Micro Devices, Inc.
-1.9%
-$85,636.51 
IBB iShares Biotechnology ETF
-1.87%
-$5,289.51 
CAVA Cava Group Inc.
-1.82%
-$54,469.36 
SYF Synchrony Financial
-1.79%
-$68,728.14 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$7,068.88 
UNH UnitedHealth Group Incorporated
-1.68%
-$24,052.17 
SNOW Snowflake Inc.
-1.62%
-$3,981.33 
LRCX Lam Research Corporation
-1.58%
-$51,601.42 
NET Cloudflare Inc.
-1.56%
-$11,924.64 
OUNZ VanEck Merk Gold Trust
-1.52%
-$3,148.2 
GLD SPDR Gold Shares
-1.49%
-$146,569.34 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$24,527.09 
IAU iShares Gold Trust
-1.46%
-$67,132.17 
NVS Novartis AG Sponsored ADR
-1.45%
-$11,058.46 
PLUG Plug Power Inc.
-1.44%
-$5,681.88 
KDP Keurig Dr Pepper Inc.
-1.43%
-$8,679.15 
NI NiSource Inc.
-1.42%
-$7,096.32 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$8,128.89 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$58,747.76 
PPG PPG Industries Inc.
-1.35%
-$2,853.9 
OPEN Opendoor Technologies Inc.
-1.31%
-$1,223.1 
MNST Monster Beverage Corporation
-1.3%
-$3,276.6 
TM Toyota Motor Corporation
-1.28%
-$2,981.51 
JETS U.S. Global Jets ETF
-1.26%
-$4,361.2 
COPP Sprott Copper Miners ETF
-1.26%
-$11,706.1 
JOBY Joby Aviation, Inc.
-1.24%
-$1,620.36 
HCC Warrior Met Coal Inc.
-1.23%
-$2,574 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$15,105.16 
F Ford Motor Company
-1.21%
-$4,258.62 
TJX The TJX Companies, Inc.
-1.21%
-$10,066.51 
ITB iShares U.S. Home Construction ETF
-1.18%
-$3,790.02 
SRE Sempra
-1.15%
-$3,597.79 
NEE NextEra Energy, Inc.
-1.15%
-$11,940.22 
DE Deere & Company
-1.13%
-$3,644.79 
RCL Royal Caribbean Group
-1.13%
-$8,004.38 
IR Ingersoll Rand Inc.
-1.11%
-$3,179.08 
TXN Texas Instruments Inc
-1.08%
-$2,391.86 
LOW Lowe's Companies Inc.
-1.08%
-$3,849.92 
PLD Prologis Inc.
-1.08%
-$7,086.3 
MCK McKesson Corporation
-1.08%
-$3,234.04 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$7,007.52 
CTAS Cintas Corporation
-1.04%
-$2,972.15 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$2,195.12 
QINT American Century Quality Diversified International ETF
-1.03%
-$35,487.44 
INTC Intel Corporation
-1.02%
-$16,249.89 
KO The Coca-Cola Company
-1.02%
-$11,501.1 
PFLT PennantPark Floating Rate Capital Ltd.
-1%
-$2,738.68 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$17,791.79 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,204.5 
PPL PPL Corporation
-0.98%
-$2,818.9 
XOM Exxon Mobil Corporation
-0.97%
-$27,946.98 
IXJ iShares Global Healthcare ETF
-0.97%
-$4,900 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$6,803.4 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.95%
-$2,164.82 
RVTY Revvity Inc.
-0.9%
-$1,917.6 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$4,419.36 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$3,046 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$2,140.38 
VSAT Viasat Inc.
-0.86%
-$2,069.63 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$2,917.3 
ATO Atmos Energy Corporation
-0.85%
-$2,217.03 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$35,402.8 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$10,856.82 
GILD Gilead Sciences Inc.
-0.81%
-$9,068.17 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,985.62 
D Dominion Energy, Inc.
-0.8%
-$3,257.52 
KMB Kimberly-Clark Corporation
-0.8%
-$1,749.44 
WAT Waters Corporation
-0.79%
-$2,356.11 
VHT Vanguard Health Care ETF
-0.76%
-$19,159.84 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$53,801.43 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,882.7 
SPGI S&P Global Inc.
-0.74%
-$2,673.98 
ED Consolidated Edison, Inc.
-0.74%
-$2,814.75 
MA Mastercard Incorporated
-0.74%
-$12,401.51 
INTF iShares International Equity Factor ETF
-0.73%
-$2,413.66 
GSK GSK plc Sponsored ADR
-0.73%
-$1,893.16 
BLK BlackRock, Inc.
-0.73%
-$8,458.79 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$11,137.92 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,851.83 
MAR Marriott International Inc. - Class A
-0.71%
-$1,417.76 
VPU Vanguard Utilities ETF
-0.71%
-$3,390.48 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$9,588.54 
IYH iShares U.S. Healthcare ETF
-0.7%
-$7,333.92 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,478.6 
MP MP Materials Corp.
-0.7%
-$19,549.48 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$4,055.2 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$22,999.5 
DASH DoorDash, Inc.
-0.69%
-$1,941.29 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,119.03 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$1,293.3 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$5,720.66 
PDI Pimco Dynamic Income Fund
-0.68%
-$4,864.86 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$104,209.41 
DUK Duke Energy Corporation
-0.67%
-$3,026.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$69,926.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$49,532.88 
CGCB Capital Group Core Bond ETF
-0.66%
-$73,166.13 
FICS FT International Developed Capital Strength Fund
-0.65%
-$2,576.57 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$11,496.94 
AMGN Amgen Inc.
-0.64%
-$9,094.2 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,293.64 
BE Bloom Energy Corporation
-0.63%
-$6,230.36 
GS The Goldman Sachs Group, Inc.
-0.63%
-$18,941.01 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$3,272.22 
IDU iShares U.S. Utilities ETF
-0.63%
-$46,663.91 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,720.18 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,084.94 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$2,157.48 
PM Philip Morris International Inc.
-0.61%
-$10,387.45 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$28,736.37 
DHR Danaher Corporation
-0.61%
-$2,662.03 
REET iShares Global REIT ETF
-0.59%
-$1,933.58 
ROST Ross Stores, Inc.
-0.59%
-$1,900.5 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,119.59 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$38,654.93 
SCHF Schwab International Equity ETF
-0.58%
-$5,473.28 
GSBD Goldman Sachs BDC Inc.
-0.58%
-$855.5 
WEC WEC Energy Group Inc.
-0.57%
-$1,357.03 
SBUX Starbucks Corporation
-0.57%
-$3,741 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$21,110.5 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$1,179.78 
VNQ Vanguard Real Estate ETF
-0.54%
-$7,115.58 
COF Capital One Financial Corporation
-0.54%
-$7,679.52 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$2,311.74 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
-0.53%
-$2,972.03 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.53%
-$15,922.8 
LLY Eli Lilly and Company
-0.53%
-$22,141.56 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$42,001.11 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$2,596.88 
CGIC Capital Group International Core Equity ETF
-0.53%
-$2,633.02 
FTCS First Trust Capital Strength ETF
-0.51%
-$5,832.87 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,185.42 
WELL Welltower Inc.
-0.51%
-$1,953.98 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$4,199.97 
CELH Celsius Holdings Inc.
-0.48%
-$18,831.82 
IWM iShares Russell 2000 ETF
-0.47%
-$4,222.79 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$6,818.8 
DFIV Dimensional International Value ETF
-0.47%
-$3,935.79 
PEP PepsiCo, Inc.
-0.46%
-$2,426.88 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$24,202 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.46%
-$11,633.3 
CGMU Capital Group Municipal Income ETF
-0.44%
-$11,757.24 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$3,117.19 
EVSD Eaton Vance Short Duration Income Fund
-0.43%
-$1,758.24 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,128.8 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$16,190.46 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$1,359.07 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.42%
-$3,333.09 
BAP Credicorp Ltd.
-0.42%
-$8,669.7 
HD The Home Depot, Inc.
-0.42%
-$5,232.04 
MELI MercadoLibre, Inc.
-0.41%
-$894.7 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,738.2 
MBB iShares MBS ETF
-0.4%
-$27,610.14 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$2,800.24 
VGT Vanguard Information Technology ETF
-0.38%
-$11,059.6 
AXP American Express Company
-0.38%
-$1,150.61 
MDT Medtronic plc
-0.37%
-$1,173.76 
OBDC Blue Owl Capital Corporation
-0.37%
-$869.28 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$28,237.86 
FENI Fidelity Enhanced International ETF
-0.37%
-$1,196.7 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$53,404.75 
XTN SPDR S&P Transportation ETF
-0.36%
-$1,411.41 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$4,141.39 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.35%
-$27,759.3 
FDVV Fidelity High Dividend ETF
-0.35%
-$5,615.72 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.35%
-$846.94 
PCN PIMCO Corporate & Income Strategy Fund
-0.34%
-$1,026.08 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$879.45 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$31,537.72 
CL Colgate-Palmolive Company
-0.33%
-$860.7 
HTRB Hartford Total Return Bond ETF
-0.32%
-$1,260.13 
CGIB Capital Group International Bond USD Hedged Fund
-0.32%
-$2,210.64 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,360.34 
CEG Constellation Energy Corporation
-0.31%
-$882.9 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,656.55 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$4,063.65 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,058.04 
VXF Vanguard Extended Market ETF
-0.3%
-$1,699.74 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$5,279.06 
COR Cencora, Inc.
-0.28%
-$1,395.54 
SDY SPDR S&P Dividend ETF
-0.28%
-$4,029.08 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$3,485.16 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,500.61 
DSL DoubleLine Income Solutions Fund
-0.28%
-$3,035.7 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$7,250.36 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.27%
-$1,627.81 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$8,575.41 
VTV Vanguard Value ETF
-0.27%
-$9,553.71 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$18,713.22 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$4,324.95 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$16,597.45 
CNP CenterPoint Energy Inc.
-0.26%
-$1,794.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$528.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$20,348.25 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$1,672.89 
BX Blackstone Inc.
-0.25%
-$512.65 
IWN iShares Russell 2000 Value ETF
-0.25%
-$596.73 
COST Costco Wholesale Corporation
-0.24%
-$10,991.74 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$6,943.68 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$871.18 
PDT John Hancock Premium Dividend Fund
-0.23%
-$1,789.14 
BNDX Vanguard Total International Bond ETF
-0.23%
-$6,314.66 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$2,549.6 
VB Vanguard Small-Cap ETF
-0.22%
-$4,402.73 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,064 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$43,497.2 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,927.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,488.55 
PFM Invesco Dividend Achievers ETF
-0.21%
-$720.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,069.8 
IXN iShares Global Tech ETF
-0.21%
-$744.85 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$590.34 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$256.66 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$1,579.1 
JBND JPMorgan Active Bond ETF
-0.21%
-$12,371.37 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$471.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,138.08 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$40,136.41 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$485.75 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$1,205.5 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$7,509.24 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,673.45 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$384.28 
BKNG Booking Holdings Inc.
-0.18%
-$355.32 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$473.85 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,343.61 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$652.2 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$472.56 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$966.72 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$5,412.45 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$374.15 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$4,529.44 
IXUS iShares Core International Stock ETF
-0.15%
-$731.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$7,545 
IDV iShares International Select Dividend ETF
-0.14%
-$1,555.14 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$404.52 
ICVT iShares Convertible Bond ETF
-0.13%
-$2,259.45 
MUB iShares National Muni Bond ETF
-0.11%
-$4,731.6 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$231.3 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$580.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,008.42 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$207.2 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$1,847.3 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$2,243.4 
DCOM Dime Community Bancshares Inc.
-0.1%
-$1,735.96 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$3,673.18 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$339.48 
JPIE JPMorgan Income ETF
-0.09%
-$1,217.84 
AKRE Akre Focus ETF
-0.09%
-$372.4 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$181.52 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$2,204.16 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$3,194.28 
FMB First Trust Managed Municipal Fund
-0.08%
-$400.36 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,838.49 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$242.7 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$398.27 
CGBL Capital Group Core Balanced ETF
-0.05%
-$1,931.26 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$1,965.16 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$477.87 
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$2,524.14 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$288 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,847.6 
V Visa Inc. Class A
-0.04%
-$1,091.5 
CGIE Capital Group International Equity ETF
-0.03%
-$1,421.86 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$147.76 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$526.72 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$372.21 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$1,023.84 
TGT Target Corporation
-0.01%
-$65.23 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$22.63 Events
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Dividends
Dividend Analysis
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| Trades 3497 | Longs Won 2496/3497 71% | Profit Factor 5.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,053.17 |
| Average Win $121,134.1 | Best Trade (Aug 28) $9.08M | Sharpe Ratio -12.44 |
| Average Loss -$53,716.89 | Worst Trade (Jun 30) -$6.18M | Z-Score 24.82 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $71,082.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 108,755 | $26.47M | $33.6M | - | $7.13M | 26.94% | -7.354% |
| ABBV AbbVie Inc. | 7,668 | $1.53M | $1.92M | - | $389,238.78 | 25.36% | -2.513% |
| ABT Abbott Laboratories | 8,847 | $1.12M | $935,127.9 | - | -$180,705.19 | -16.19% | +0.085% |
| ACHR Archer Aviation Inc. | 18,989 | $96,285.24 | $88,108.96 | - | -$8,176.28 | -8.49% | -2.11% |
| ACN Accenture plc Class A | 1,922 | $543,731.78 | $318,898.24 | - | -$224,833.54 | -41.35% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,645 | $252,574.63 | $274,286.25 | - | $21,711.62 | 8.6% | -0.172% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 183,659 | $3.78M | $3.8M | - | $22,034.71 | 0.58% | -0.097% |
| ADBE Adobe Inc. | 2,658 | $864,233.86 | $665,589.78 | - | -$198,644.08 | -22.98% | +1.013% |
| ADI Analog Devices, Inc. | 818 | $188,819.44 | $300,541.38 | - | $111,721.94 | 59.17% | +0.202% |
| ADP Automatic Data Processing Inc. | 899 | $201,331.05 | $239,547.53 | - | $38,216.48 | 18.98% | +0.982% |
| AEE Ameren Corporation | 2,969 | $334,068 | $325,432.09 | - | -$8,635.91 | -2.59% | +0.791% |
| AEP American Electric Power Company, Inc. | 1,549 | $206,021 | $198,039.65 | - | -$7,981.35 | -3.87% | +0.055% |
| AFL Aflac Inc. | 2,092 | $229,304.46 | $266,688.16 | - | $37,383.7 | 16.3% | +0.094% |
| AFMC First Trust Active Factor Mid Cap ETF | 126,207 | $4.88M | $5.12M | - | $240,524.83 | 4.93% | -0.049% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,393 | $8.06M | $7.93M | - | -$135,116.72 | -1.68% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,701 | $480,702.11 | $689,071.89 | - | $208,369.78 | 43.35% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 41,732 | $4.05M | $4.88M | - | $834,958.71 | 20.62% | +1.588% |
| AIT Applied Industrial Technologies Inc. | 2,057 | $492,589.79 | $710,096.95 | - | $217,507.16 | 44.16% | +1.577% |
| AKRE Akre Focus ETF | 7,448 | $471,979.72 | $428,185.52 | - | -$43,794.2 | -9.28% | -0.087% |
| AMAT Applied Materials, Inc. | 6,308 | $1.46M | $3.2M | - | $1.75M | 120.09% | +1.176% |
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FAQ
Which stocks have generated the highest profits for Elizabeth Arce?
The largest contributions to the portfolio's profits come from the following stocks: Ionis Pharmaceuticals, Inc - $10.6M, Vanguard Information Technology ETF - $6.52M, Vertiv Holdings Co - $4.63M, iShares Russell 1000 Growth ETF - $3.97M, and CrowdStrike Holdings, Inc - $3.66M. 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: Bitmine Immersion Technologies, Inc - $6.48M, Sarepta Therapeutics Inc - $4.17M, iShares Bitcoin Trust - $2.77M, LENZ Therapeutics, Inc - $2.57M, and Rocket Pharmaceuticals Inc - $2.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elizabeth Arce's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.25M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $1.08M, Capital Group Core Plus Income ETF - $889,059.95, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $780,041.72, iShares MSCI EAFE Value ETF - $741,969.08, and iShares 20+ Year Treasury Bond ETF - $709,751.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth Arce's monthly returns?
Elizabeth Arce's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Elizabeth Arce's strategy be considered aggressive or moderate?
Elizabeth Arce's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Elizabeth Arce's strategy?
Elizabeth Arce's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
