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:
30.52%
Gain -1.21%
Monthly
1.24%
Yearly
16.03%
Drawdown
15.54%
$1.37B
Equity
Holdings
$1.37B
Investment
$1.19B
$226.32M
Profit -$12.3M
Realized
$48.67M
Unrealized
$177.65M
Dividends
$34.52M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.21%
Profit
-$12.3M
Win %
65%
This Week
Compared To Last Week
Gain
-1.71%
Profit
-$23.88M
Win %
65%
This Month
Compared to last month
Gain
-0.39%
Profit
-$5.39M
Win %
65%
This Year
Compared to last year
Gain
1.15%
Profit
$13.84M
Win %
67%
BP BP p.l.c. Sponsored ADR
+3.37%
+$23,328.18 
CNQ Canadian Natural Resources Limited
+3.25%
+$17,290.39 
COP ConocoPhillips
+3.24%
+$25,846.87 
NI NiSource Inc.
+3.16%
+$14,469.84 
CAVA Cava Group Inc.
+3.05%
+$76,077.04 
EOG EOG Resources, Inc.
+3.03%
+$9,996.17 
RTX RTX Corporation
+3.01%
+$32,646.58 
DVN Devon Energy Corporation
+2.92%
+$147,293.28 
NOC Northrop Grumman Corporation
+2.88%
+$6,986.25 
TTE TotalEnergies SE
+2.83%
+$14,922.5 
LMT Lockheed Martin Corporation
+2.78%
+$16,121.1 
BTI British American Tobacco p.l.c. ADR
+2.72%
+$10,739.26 
OKE ONEOK, Inc.
+2.69%
+$6,302.52 
SHEL Shell plc
+2.62%
+$22,108.18 
E Eni S.p.A. Sponsored ADR
+2.52%
+$5,876.85 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.45%
+$8,576.46 
CVX Chevron Corporation
+2.25%
+$48,066.1 
XLE Energy Select Sector SPDR Fund
+2.21%
+$59,048.43 
IXC iShares Global Energy ETF
+2.12%
+$7,810.4 
PM Philip Morris International Inc.
+2.05%
+$36,004.36 
USB U.S. Bancorp
+1.95%
+$10,357.76 
XOM Exxon Mobil Corporation
+1.94%
+$61,921.92 
PEP PepsiCo, Inc.
+1.92%
+$9,366.24 
F Ford Motor Company
+1.91%
+$5,559.86 
WEC WEC Energy Group Inc.
+1.91%
+$4,351.08 
AEE Ameren Corporation
+1.85%
+$5,715.32 
AEP American Electric Power Company, Inc.
+1.85%
+$3,562.7 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$5,158.65 
DUK Duke Energy Corporation
+1.77%
+$7,566.3 
GD General Dynamics Corporation
+1.73%
+$4,149.66 
SO The Southern Company
+1.73%
+$5,936.7 
ATO Atmos Energy Corporation
+1.71%
+$4,186.91 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.67%
+$3,962.01 
PPL PPL Corporation
+1.67%
+$4,631.05 
ED Consolidated Edison, Inc.
+1.65%
+$6,289.75 
TJX The TJX Companies, Inc.
+1.63%
+$12,347.26 
CNP CenterPoint Energy Inc.
+1.61%
+$10,443.52 
ROK Rockwell Automation, Inc.
+1.6%
+$10,899.92 
IBN ICICI Bank Limited Sponsored ADR
+1.55%
+$7,447.44 
CASY Casey's General Stores Inc.
+1.46%
+$7,477.67 
SRE Sempra
+1.44%
+$4,121.74 
PSX Phillips 66
+1.42%
+$5,038.85 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.39%
+$65,141.79 
GE General Electric Company
+1.32%
+$20,196.54 
MO Altria Group, Inc.
+1.31%
+$3,941.11 
COST Costco Wholesale Corporation
+1.3%
+$61,467.7 
KO The Coca-Cola Company
+1.25%
+$14,695.85 
TM Toyota Motor Corporation
+1.25%
+$2,908.8 
MRK Merck & Co., Inc.
+1.25%
+$7,471.68 
D Dominion Energy, Inc.
+1.24%
+$4,537.26 
EMLP First Trust North American Energy Infrastructure Fund
+1.23%
+$6,202.04 
NUE Nucor Corporation
+1.18%
+$3,277.89 
GSK GSK plc Sponsored ADR
+1.17%
+$2,864.65 
FUTY Fidelity MSCI Utilities Index ETF
+1.15%
+$6,285.56 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.15%
+$57,472.74 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$7,843.68 
VZ Verizon Communications Inc.
+1.13%
+$11,308 
ES Eversource Energy
+1.11%
+$2,673.2 
VPU Vanguard Utilities ETF
+1.1%
+$4,936.13 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+1.08%
+$24,928.5 
IDU iShares U.S. Utilities ETF
+1.06%
+$74,596.74 
NEE NextEra Energy, Inc.
+1.04%
+$9,694.04 
SHLD Global X Defense Tech ETF
+1%
+$8,934.64 
WFC Wells Fargo & Company
+0.99%
+$2,074.6 
ITA iShares U.S. Aerospace & Defense ETF
+0.94%
+$16,827.56 
LIN Linde plc
+0.93%
+$5,625.78 
JPM JPMorgan Chase & Co.
+0.9%
+$52,773.51 
ROST Ross Stores, Inc.
+0.9%
+$2,686.04 
COF Capital One Financial Corporation
+0.89%
+$11,960.96 
GNR SPDR S&P Global Natural Resources ETF
+0.86%
+$5,929.44 
WMT Walmart Inc.
+0.85%
+$25,635 
HD The Home Depot, Inc.
+0.85%
+$9,824.08 
IYK iShares U.S. Consumer Staples ETF
+0.83%
+$11,119.49 
MAR Marriott International Inc. - Class A
+0.83%
+$1,717.36 
CME CME Group Inc.
+0.8%
+$2,835.91 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.79%
+$4,761.73 
XLP Consumer Staples Select Sector SPDR Fund
+0.76%
+$6,600 
BRLN iShares Floating Rate Bond ETF
+0.76%
+$8,360 
CHTR Charter Communications Inc
+0.76%
+$1,316.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.75%
+$29,703.67 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.74%
+$1,665.25 
JNJ Johnson & Johnson
+0.73%
+$23,207.9 
PDT John Hancock Premium Dividend Fund
+0.72%
+$5,069.23 
PG Procter & Gamble Co
+0.7%
+$9,896.68 
ABBV AbbVie Inc.
+0.69%
+$15,106.04 
AFL Aflac Inc.
+0.69%
+$1,715.44 
BNY BlackRock New York Municipal Income Trust
+0.69%
+$3,024.28 
SYK Stryker Corporation
+0.69%
+$1,242.29 
MNST Monster Beverage Corporation
+0.68%
+$1,599.6 
CMI Cummins Inc.
+0.68%
+$1,324.93 
CB Chubb Limited
+0.67%
+$6,506.49 
TT Trane Technologies plc
+0.67%
+$1,383.12 
VLO Valero Energy Corporation
+0.67%
+$14,586.89 
LLY Eli Lilly and Company
+0.63%
+$28,570.96 
SQM Quimica y Minera Chilena S.A. ADR
+0.63%
+$1,239.56 
IDV iShares International Select Dividend ETF
+0.61%
+$6,738.94 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$20,646.45 
GEV GE Vernova Inc.
+0.61%
+$18,613.98 
BLK BlackRock, Inc.
+0.6%
+$7,192.07 
FVD First Trust Value Line Dividend Index Fund
+0.58%
+$8,465.92 
KMB Kimberly-Clark Corporation
+0.58%
+$1,202.74 
SPGI S&P Global Inc.
+0.58%
+$2,142.66 
LOW Lowe's Companies Inc.
+0.56%
+$1,857.12 
KNSL Kinsale Capital Group Inc.
+0.55%
+$1,100.41 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.55%
+$12,435.5 
TDG TransDigm Group Inc.
+0.54%
+$1,435.28 
HCC Warrior Met Coal Inc.
+0.54%
+$1,248 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.53%
+$2,596.88 
NVS Novartis AG Sponsored ADR
+0.51%
+$3,670.04 
IFRA iShares U.S. Infrastructure
+0.49%
+$5,643.4 
T AT&T Inc.
+0.48%
+$4,646.93 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.48%
+$3,947.75 
ENOR iShares MSCI Norway ETF
+0.47%
+$1,702.38 
DFIV Dimensional International Value ETF
+0.47%
+$3,862.91 
CL Colgate-Palmolive Company
+0.46%
+$1,233.67 
LVHI Franklin International Low Volatility High Dividend ETF
+0.46%
+$1,611.09 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+0.41%
+$3,191.85 
CELH Celsius Holdings Inc.
+0.39%
+$14,796.43 
AAPL Apple Inc.
+0.39%
+$144,644.15 
FTCS First Trust Capital Strength ETF
+0.39%
+$4,346.06 
V Visa Inc. Class A
+0.38%
+$11,773.55 
MPC Marathon Petroleum Corporation
+0.38%
+$9,377.95 
PH Parker-Hannifin Corporation
+0.36%
+$924.26 
TXN Texas Instruments Inc
+0.35%
+$776.16 
BANR Banner Corporation
+0.34%
+$4,705.57 
SDY SPDR S&P Dividend ETF
+0.33%
+$4,578.5 
ITW Illinois Tool Works Inc.
+0.31%
+$814.3 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$746.2 
BAP Credicorp Ltd.
+0.29%
+$5,848.15 
FNDF Schwab Fundamental International Large Company Index ETF
+0.27%
+$17,515.42 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.26%
+$19,594.8 
PFE Pfizer Inc.
+0.26%
+$1,795.12 
SYF Synchrony Financial
+0.24%
+$8,964.49 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
+0.24%
+$1,245.42 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.23%
+$9,834.08 
ISRG Intuitive Surgical, Inc.
+0.23%
+$3,790.8 
DGRO iShares Core Dividend Growth ETF
+0.22%
+$2,705.04 
EFV iShares MSCI EAFE Value ETF
+0.21%
+$16,605.09 
CGDG Capital Group Dividend Growers ETF
+0.2%
+$5,786.4 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.19%
+$6,878.06 
MCK McKesson Corporation
+0.19%
+$655.83 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$1,627.43 
SJM The J.M. Smucker Company
+0.18%
+$563.73 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$1,753.92 
SNA Snap-on Inc.
+0.17%
+$650.16 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.17%
+$340.35 
ADP Automatic Data Processing Inc.
+0.15%
+$395.57 
VOE Vanguard Mid-Cap Value ETF
+0.15%
+$544.5 
VTV Vanguard Value ETF
+0.14%
+$5,019.83 
SCHC Schwab International Small-Cap Equity ETF
+0.12%
+$521.46 
CAT Caterpillar Inc.
+0.12%
+$2,232.98 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$691.2 
MEAR iShares Short Maturity Bond ETF
+0.11%
+$2,343.73 
GDXY YieldMax Gold Miners Option Income Strategy ETF
+0.1%
+$416.63 
XLF Financial Select Sector SPDR Fund
+0.1%
+$924.38 
FICS FT International Developed Capital Strength Fund
+0.1%
+$369.4 
HSBC HSBC Holdings plc Sponsored ADR
+0.07%
+$284.2 
KDP Keurig Dr Pepper Inc.
+0.07%
+$482.18 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$480.03 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$218.46 
DCOM Dime Community Bancshares Inc.
+0.05%
+$867.98 
AYI Acuity Brands Inc.
+0.05%
+$92.08 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$187.92 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$1,996.42 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$133.93 
AMGN Amgen Inc.
+0.05%
+$770.07 
XLRE The Real Estate Select Sector SPDR Fund
+0.05%
+$103.08 
FLBL Franklin Senior Loan ETF
+0.04%
+$672.28 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$398.2 
FMB First Trust Managed Municipal Fund
+0.04%
+$200.18 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$531.36 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$541.82 
CLOA iShares AAA CLO ETF
+0.04%
+$725.98 
ACN Accenture plc Class A
+0.04%
+$153.76 
ASML ASML Holding N.V. New York Registry Shares
+0.04%
+$1,531.58 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$586.57 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$4,943.75 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$937.98 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$2,712.16 
DIVB iShares Core Dividend ETF
+0.03%
+$422.62 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$558.37 
SHV iShares Short Treasury Bond ETF
+0.03%
+$60.86 
INTF iShares International Equity Factor ETF
+0.02%
+$77.86 
GDX VanEck Gold Miners ETF
+0.02%
+$96.58 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,299.26 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.02%
+$118.33 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$41.44 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,855.16 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,584.42 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$102.31 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$541.09 
FNCL Fidelity MSCI Financials Index ETF
+0.02%
+$43.17 
VNQ Vanguard Real Estate ETF
+0.02%
+$224.01 
BMY Bristol-Myers Squibb Company
+0.02%
+$104.09 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$40.45 
JPIE JPMorgan Income ETF
+0.01%
+$152.23 
BINC iShares Flexible Income Active ETF
+0.01%
+$354.82 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$29.39 
DIS The Walt Disney Company
+0.01%
+$23.69 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
FB ProShares S&P 500 Dynamic Buffer 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 
NEOVW Neovolta Inc. Warrant
-17.91%
-$3,688.6 
CRWV CoreWeave, Inc.
-11.41%
-$189,869.85 
DOCN DigitalOcean Holdings Inc.
-11.3%
-$23,700.92 
SNOW Snowflake Inc.
-9.29%
-$25,696.87 
MSTR Strategy Inc.
-9.25%
-$210,521.37 
OPEN Opendoor Technologies Inc.
-8.84%
-$5,014.71 
FTNT Fortinet Inc.
-8.02%
-$22,278.93 
PANW Palo Alto Networks, Inc.
-7.76%
-$71,763.76 
NET Cloudflare Inc.
-7.74%
-$66,220.99 
CRWD CrowdStrike Holdings, Inc.
-7.42%
-$208,827.8 
PLTR Palantir Technologies Inc.
-7.31%
-$894,846.4 
BMNR Bitmine Immersion Technologies, Inc.
-6.21%
-$103,221.15 
P Everpure Inc.
-6.15%
-$23,050.2 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-5.99%
-$1,601.6 
SANM Sanmina Corporation
-5.7%
-$14,716.76 
STX Seagate Technology Holdings plc
-5.67%
-$16,808.18 
ACHR Archer Aviation Inc.
-5.09%
-$4,124.41 
PLUG Plug Power Inc.
-5.07%
-$14,261.52 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.04%
-$117,794.52 
IGV iShares Expanded Tech-Software Sector ETF
-5.04%
-$16,604.16 
SNDK SanDisk Corporation
-5%
-$15,984.19 
BE Bloom Energy Corporation
-4.97%
-$55,883 
NOW ServiceNow, Inc.
-4.93%
-$86,574.75 
SHOP Shopify Inc.
-4.82%
-$40,716.6 
WDC Western Digital Corporation
-4.81%
-$14,860.39 
INTC Intel Corporation
-4.68%
-$78,051.89 
AMD Advanced Micro Devices, Inc.
-4.64%
-$241,801.93 
DXYZ Destiny Tech100 Inc.
-4.52%
-$58,102.43 
APP AppLovin Corporation Class A Common Stock
-4.34%
-$6,563.63 
ARKK ARK Innovation ETF Fund
-4.29%
-$25,071.84 
BAI iShares A.I. Innovation and Tech Active ETF
-4.18%
-$292,439.89 
MU Micron Technology, Inc.
-4.13%
-$299,372.56 
ORCL Oracle Corporation
-4.12%
-$86,833.96 
ANET Arista Networks, Inc.
-4.04%
-$124,064.36 
FXL First Trust Technology AlphaDEX Fund
-3.95%
-$13,052.6 
USAR USA Rare Earth, Inc.
-3.74%
-$140,740.2 
LITE Lumentum Holdings Inc.
-3.69%
-$11,597.12 
FSK FS KKR Capital Corp.
-3.68%
-$28,052.11 
SNPS Synopsys, Inc.
-3.57%
-$9,719.39 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.56%
-$9,246.33 
VSAT Viasat Inc.
-3.54%
-$6,734.02 
IGPT Invesco AI and Next Gen Software ETF
-3.54%
-$15,612.3 
META Meta Platforms Inc Class A
-3.43%
-$566,914.97 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.41%
-$9,776.84 
XRP Bitwise XRP ETF
-3.41%
-$24,191.39 
YELP Yelp Inc.
-3.38%
-$27,515.82 
AVGO Broadcom Inc.
-3.36%
-$399,501.69 
IBKR Interactive Brokers Group Inc.
-3.34%
-$107,444.15 
LRCX Lam Research Corporation
-3.3%
-$100,402.96 
XRPC Canary XRP ETF
-3.23%
-$4,692 
AMAT Applied Materials, Inc.
-3.18%
-$86,293.5 
KLAC KLA Corporation
-3.02%
-$15,810.03 
QTUM Defiance Quantum ETF
-2.98%
-$19,370.89 
AIQ Global X Artificial Intelligence & Technology ETF
-2.98%
-$22,348.86 
CPNG Coupang Inc.
-2.98%
-$9,347.36 
NFLX Netflix, Inc.
-2.87%
-$43,655.04 
SOXX iShares Semiconductor ETF
-2.85%
-$74,384.84 
XSD SPDR S&P Semiconductor ETF
-2.84%
-$33,459.82 
CRM Salesforce Inc
-2.81%
-$77,372.63 
DDS Dillard's Inc.
-2.71%
-$6,483.11 
DASH DoorDash, Inc.
-2.68%
-$7,332.98 
ADBE Adobe Inc.
-2.65%
-$17,742.15 
FTEC Fidelity MSCI Information Technology Index ETF
-2.59%
-$32,656.98 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-2.59%
-$9,878.52 
BLOK Amplify Transformational Data Sharing ETF
-2.58%
-$30,417.24 
IBB iShares Biotechnology ETF
-2.58%
-$7,956.6 
TSLA Tesla, Inc.
-2.53%
-$137,209.21 
IYW iShares U.S. Technology ETF
-2.5%
-$107,978 
XLK State Street Technology Select Sector SPDR ETF
-2.48%
-$30,714.81 
MSFT Microsoft Corp.
-2.47%
-$859,972.41 
VBK Vanguard Small-Cap Growth ETF
-2.46%
-$76,711.73 
VGT Vanguard Information Technology ETF
-2.44%
-$76,645.6 
IXN iShares Global Tech ETF
-2.42%
-$9,123.8 
VRT Vertiv Holdings Co
-2.41%
-$39,031.3 
JSML Janus Henderson Small Cap Growth Alpha Fund
-2.4%
-$41,850.1 
MP MP Materials Corp.
-2.35%
-$66,063.76 
INTU Intuit Inc.
-2.34%
-$11,734.42 
SMH VanEck Semiconductor ETF
-2.28%
-$83,177.82 
IWO iShares Russell 2000 Growth ETF
-2.25%
-$5,249.45 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.24%
-$11,069.52 
WAT Waters Corporation
-2.22%
-$7,785.43 
MTUM iShares MSCI USA Momentum Factor ETF
-2.22%
-$149,200.6 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.22%
-$28,656.94 
SPCX Space Exploration Technologies Corp. Class A
-2.19%
-$17,639.86 
JOBY Joby Aviation, Inc.
-2.18%
-$1,890.42 
SCHW Charles Schwab Corporation
-2.18%
-$33,195.65 
GOOGL Alphabet Inc
-2.17%
-$231,837.37 
NLR VanEck Uranium and Nuclear ETF
-2.16%
-$11,051.04 
QQQ Invesco QQQ Trust, Series 1
-2.14%
-$297,013.32 
JETS U.S. Global Jets ETF
-2.13%
-$6,160.19 
OBDC Blue Owl Capital Corporation
-2.13%
-$4,781.04 
CSCO Cisco Systems, Inc.
-2.11%
-$55,494.4 
MELI MercadoLibre, Inc.
-2.06%
-$4,408.52 
CGGR Capital Group Growth ETF
-2.06%
-$239,760.92 
MGK Vanguard Mega Cap Growth ETF
-2.04%
-$36,887.48 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-2.02%
-$4,262.37 
FBCG Fidelity Blue Chip Growth Fund
-2.02%
-$141,367.5 
ICVT iShares Convertible Bond ETF
-2.02%
-$32,686.71 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.01%
-$20,170.73 
GOOG Alphabet Inc
-2%
-$255,229.52 
JGRO JPMorgan Active Growth ETF
-1.98%
-$20,888.28 
HCA HCA Healthcare Inc.
-1.98%
-$9,001.6 
IONS Ionis Pharmaceuticals, Inc.
-1.97%
-$73,936.08 
VOT Vanguard Mid-Cap Growth ETF
-1.96%
-$71,030.42 
FCOM Fidelity MSCI Communication Services Index ETF
-1.94%
-$10,615.89 
MPWR Monolithic Power Systems, Inc.
-1.92%
-$9,915.3 
ETHA iShares Ethereum Trust
-1.91%
-$4,616.27 
IWY iShares Russell Top 200 Growth ETF
-1.9%
-$86,530.05 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.88%
-$17,602.2 
VXF Vanguard Extended Market ETF
-1.88%
-$10,366.02 
VUG Vanguard Growth ETF
-1.86%
-$44,809.44 
STT State Street Corp
-1.86%
-$3,551.62 
VONG Vanguard Russell 1000 Growth Fund
-1.85%
-$28,790.76 
IWF iShares Russell 1000 Growth ETF
-1.84%
-$171,184.37 
AMZN Amazon.com Inc
-1.84%
-$312,034.41 
PWB Invesco Large Cap Growth ETF
-1.81%
-$4,301.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.75%
-$15,065.82 
BX Blackstone Inc.
-1.74%
-$3,035.79 
XTN SPDR S&P Transportation ETF
-1.73%
-$6,242.77 
IBIT iShares Bitcoin Trust
-1.72%
-$122,900.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.7%
-$8,337.1 
XSMO Invesco S&P SmallCap Momentum ETF
-1.7%
-$17,337.28 
SNDA Sonida Senior Living Inc.
-1.7%
-$9,243.94 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.69%
-$20,474.41 
SPMO Invesco S&P 500 Momentum ETF
-1.67%
-$10,751.96 
USXF iShares ESG Aware MSCI USA ETF
-1.65%
-$4,213.31 
DE Deere & Company
-1.62%
-$5,665.51 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.62%
-$34,461.39 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.61%
-$314,766.72 
EEM iShares MSCI Emerging Markets ETF
-1.6%
-$11,898.2 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-1.6%
-$11,283.32 
PFLT PennantPark Floating Rate Capital Ltd.
-1.58%
-$4,108.02 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.57%
-$41,052.48 
COPP Sprott Copper Miners ETF
-1.56%
-$15,050.7 
PFXF VanEck Preferred Securities ex Financials ETF
-1.53%
-$4,174.28 
BDX Becton, Dickinson and Company
-1.53%
-$5,325.12 
GSBD Goldman Sachs BDC Inc.
-1.51%
-$2,309.85 
IWM iShares Russell 2000 ETF
-1.51%
-$12,638.05 
AVEM Avantis Emerging Markets Equity ETF
-1.51%
-$23,168.15 
GOF Guggenheim Strategic Opportunities Fund
-1.5%
-$5,781.59 
GALT Galectin Therapeutics Inc.
-1.48%
-$14,189.83 
BLCR iShares Large Cap Core ACT ETF
-1.47%
-$53,760.85 
QCOM QUALCOMM Incorporated
-1.47%
-$117,336.09 
FDS FactSet Research Systems Inc.
-1.46%
-$3,404.51 
BEN Franklin Resources Inc.
-1.45%
-$8,716.43 
OCSL Oaktree Specialty Lending Corporation
-1.44%
-$4,959.41 
PTY PIMCO Corporate & Income Opportunity Fund
-1.44%
-$8,687.88 
IEMG iShares Core MSCI Emerging Markets ETF
-1.43%
-$119,947.52 
PWR Quanta Services Inc.
-1.43%
-$9,024.58 
TGT Target Corporation
-1.42%
-$7,280.95 
CGXU Capital Group International Focus Equity ETF
-1.42%
-$6,052.91 
APH Amphenol Corporation
-1.41%
-$22,443.4 
BKNG Booking Holdings Inc.
-1.4%
-$2,419.18 
PATN Pacer Nasdaq International Patent Leaders ETF
-1.38%
-$7,572.64 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.37%
-$2,597.47 
VRTX Vertex Pharmaceuticals Incorporated
-1.36%
-$10,242.08 
BUFQ FT Nasdaq Buffer ETF July.
-1.36%
-$6,012.6 
UNH UnitedHealth Group Incorporated
-1.34%
-$18,574.95 
BCAT BlackRock Capital Allocation Trust
-1.33%
-$2,324.87 
XMMO Invesco S&P MidCap Momentum ETF
-1.32%
-$32,069.21 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1.3%
-$14,936.48 
CGNG Capital Group New Geography Equity ETF
-1.3%
-$13,529.03 
DSI iShares MSCI KLD 400 Social ETF
-1.29%
-$21,806.47 
VB Vanguard Small-Cap ETF
-1.29%
-$24,816.12 
IBM International Business Machines Corporation
-1.29%
-$9,364.11 
IYT iShares U.S. Transportation ETF
-1.28%
-$2,878.34 
AKRE Akre Focus ETF
-1.27%
-$5,437.04 
SAN Banco Santander S.A. Sponsored ADR
-1.26%
-$6,770.59 
VWO Vanguard FTSE Emerging Markets ETF
-1.26%
-$13,158.68 
SECT Main Sector Rotation ETF
-1.24%
-$5,550.04 
GRPM Invesco S&P MidCap 400 GARP ETF
-1.24%
-$3,161.79 
AIT Applied Industrial Technologies Inc.
-1.23%
-$8,474.82 
SCHE Schwab Emerging Markets Equity ETF
-1.23%
-$7,858.7 
CGGO Capital Group Global Growth Equity ETF
-1.22%
-$50,472.83 
CEG Constellation Energy Corporation
-1.22%
-$3,662.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.22%
-$4,104.37 
PDO PIMCO Dynamic Income Opportunities Fund
-1.21%
-$2,083.65 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$3,857.08 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.21%
-$50,495.72 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.2%
-$9,751.12 
SLM SLM Corporation
-1.15%
-$2,250.12 
GS The Goldman Sachs Group, Inc.
-1.13%
-$29,463.93 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-1.12%
-$5,239.62 
OEF iShares S&P 100 ETF
-1.12%
-$52,785.39 
FMDE Fidelity Enhanced Mid Cap ETF
-1.11%
-$12,017.5 
MGC Vanguard Mega Cap ETF
-1.07%
-$53,887.36 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.06%
-$14,543.07 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-1.06%
-$5,152.3 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-1.06%
-$65,831.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.05%
-$6,575.53 
ESGU iShares ESG Aware MSCI USA ETF
-1.02%
-$13,161.44 
VIOO Vanguard S&P Small-Cap 600 ETF
-1.02%
-$2,941.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.01%
-$38,833.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.01%
-$28,206.28 
CGUS Capital Group Core Equity ETF
-1.01%
-$77,273.1 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$252,543.36 
IJR iShares Core S&P Small-Cap ETF
-1%
-$5,062.15 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.99%
-$8,784 
SCHX Schwab U.S. Large-Cap ETF
-0.99%
-$13,136.45 
THRO iShares U.S. Thematic Rotation Active ETF
-0.99%
-$70,496.54 
VOO Vanguard S&P 500 ETF
-0.98%
-$107,673.33 
XMHQ Invesco S&P MidCap Quality ETF
-0.98%
-$30,215.07 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.98%
-$205,027.48 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.95%
-$4,930.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.95%
-$2,299.77 
RVTY Revvity Inc.
-0.94%
-$2,726.02 
AZN AstraZeneca PLC American Depositary Shares
-0.94%
-$2,940.6 
PCM PCM Fund, Inc.
-0.93%
-$3,227.9 
MDT Medtronic plc
-0.93%
-$3,264.52 
IVV iShares Core S&P 500 ETF
-0.93%
-$488,735.12 
RCL Royal Caribbean Group
-0.91%
-$5,607.47 
VT Vanguard Total World Stock ETF
-0.91%
-$75,242.79 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$4,787.64 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$3,692.5 
BALI iShares Adaptive Large Cap ETF
-0.88%
-$16,285.17 
AUB Atlantic Union Bankshares Corporation
-0.86%
-$13,884.42 
AFMC First Trust Active Factor Mid Cap ETF
-0.85%
-$43,541.42 
SFLR Innovator Equity Managed Floor ETF
-0.85%
-$3,242.13 
GPIX S&P 500 Core Premium Income Fund
-0.84%
-$2,055.3 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$12,103.37 
NVDA NVIDIA Corporation
-0.83%
-$229,746.6 
BDYN iShares Dynamic Equity Active ETF
-0.83%
-$2,211.68 
IWN iShares Russell 2000 Value ETF
-0.83%
-$1,887.89 
CGDV Capital Group Dividend Value ETF
-0.79%
-$119,355.99 
URTH iShares MSCI World ETF
-0.77%
-$2,777.6 
MOAT VanEck Morningstar Wide Moat Fund
-0.75%
-$2,289.14 
SPGP Invesco S&P 500 GARP ETF
-0.74%
-$37,454.12 
RECS Columbia Research Enhanced Core ETF
-0.74%
-$41,143.4 
CGGE Capital Group Global Equity ETF
-0.74%
-$27,707.03 
DHR Danaher Corporation
-0.73%
-$3,802.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.72%
-$94,841.2 
VO Vanguard Mid-Cap ETF
-0.72%
-$26,790.2 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.71%
-$2,011.32 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.66%
-$2,254.04 
YUM Yum! Brands, Inc.
-0.66%
-$2,022 
PDI Pimco Dynamic Income Fund
-0.66%
-$4,201.47 
PCN PIMCO Corporate & Income Strategy Fund
-0.65%
-$1,795.64 
REGN Regeneron Pharmaceuticals, Inc.
-0.65%
-$2,672.88 
FQAL Fidelity Quality Factor ETF
-0.65%
-$10,898.25 
DK Delek US Holdings Inc.
-0.64%
-$1,776.25 
BUFF Innovator Laddered Allocation Fund
-0.63%
-$4,437.34 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.61%
-$9,528.53 
WDI Western Asset Diversified Income Fund
-0.61%
-$845.97 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.61%
-$3,398.31 
BN Brookfield Corporation
-0.6%
-$1,460.58 
GILD Gilead Sciences Inc.
-0.6%
-$7,966.5 
VHT Vanguard Health Care ETF
-0.59%
-$15,925.66 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.59%
-$3,557.68 
FHLC Fidelity MSCI Health Care Index ETF
-0.59%
-$1,551 
USMV iShares MSCI USA Min Vol Factor ETF
-0.58%
-$5,606.18 
SLV iShares Silver Trust
-0.58%
-$30,574.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.58%
-$1,567.35 
ITB iShares U.S. Home Construction ETF
-0.58%
-$1,677 
PSMJ Pacer Swan SOS Moderate July ETF
-0.58%
-$2,586 
CGBL Capital Group Core Balanced ETF
-0.57%
-$20,278.23 
CAH Cardinal Health Inc.
-0.56%
-$1,595.88 
DSL DoubleLine Income Solutions Fund
-0.56%
-$5,565.45 
BUFR FT Vestladder Buffer ETF-USD I
-0.56%
-$11,004.41 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.55%
-$7,902.74 
RDVI FT Vest Rising Dividend Achievers Fund
-0.55%
-$2,752.49 
IWS iShares Russell Mid-Cap Value ETF
-0.55%
-$2,380.56 
PLD Prologis Inc.
-0.54%
-$3,049.8 
PSMO Pacer Swan SOS Moderate October ETF
-0.53%
-$2,977.92 
IALT iShares Systematic Alternatives Active ETF
-0.52%
-$15,139.62 
RDVY First Trust Rising Dividend Achievers ETF
-0.51%
-$1,960.21 
AMP Ameriprise Financial, Inc.
-0.51%
-$2,348.98 
GSAT Globalstar, Inc.
-0.51%
-$28,064.79 
CORO Ishares International Country Rotational Active ETF
-0.51%
-$16,578.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.5%
-$9,496.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$6,809.05 
LOB Live Oak Bancshares Inc.
-0.5%
-$6,013.35 
IHI iShares U.S. Medical Devices ETF
-0.49%
-$3,591.52 
IXUS iShares Core International Stock ETF
-0.49%
-$2,402.58 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.49%
-$31,114.59 
AOS A. O. Smith Corporation
-0.49%
-$967.73 
UNP Union Pacific Corporation
-0.49%
-$3,138.64 
FLRG Fidelity U.S. Multifactor ETF
-0.49%
-$5,792.07 
BAC Bank of America Corporation
-0.48%
-$2,716.75 
HYDB iShares High Yield Systematic Bond ETF
-0.48%
-$9,079.02 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.48%
-$2,991.4 
GDXJ VanEck Junior Gold Miners ETF
-0.47%
-$2,427.88 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.47%
-$1,693.44 
PKW Invesco BuyBack Achievers ETF
-0.46%
-$18,962.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.46%
-$8,354.37 
FALN iShares Fallen Angels USD Bond ETF
-0.45%
-$886.65 
ASND Ascendis Pharma A/S
-0.44%
-$909 
USEP Innovator U.S. Equity Ultra ETF
-0.44%
-$103,450.15 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.43%
-$11,882.99 
PSMD Pacer Swan SOS Moderate January U.S. Equity ETF
-0.42%
-$1,100.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.42%
-$2,359.14 
GFEB FT VEST US Equity Moderate Fund
-0.41%
-$893.37 
FDLO Fidelity Low Volatility Factor ETF
-0.41%
-$936.6 
IYH iShares U.S. Healthcare ETF
-0.4%
-$4,583.7 
EFG iShares MSCI EAFE Growth ETF
-0.4%
-$27,710.63 
UDEC Innovator U.S. Equity Ultra Fund
-0.39%
-$21,161.59 
SPHY SPDR Portfolio High Yield Bond ETF
-0.38%
-$5,909.62 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.37%
-$3,675.49 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.36%
-$13,774.42 
PRF Invesco FTSE RAFI US 1000 ETF
-0.36%
-$2,357.6 
ABT Abbott Laboratories
-0.35%
-$3,273.39 
GLDM SPDR Gold MiniShares Trust
-0.35%
-$5,977.19 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$6,584 
IAU iShares Gold Trust
-0.35%
-$16,337.48 
GLD SPDR Gold Shares
-0.35%
-$34,816.8 
OUNZ VanEck Merk Gold Trust
-0.35%
-$734.58 
FLHY Franklin High Yield Corporate Bond Fund
-0.34%
-$9,013.84 
REET iShares Global REIT ETF
-0.33%
-$966.79 
CGIC Capital Group International Core Equity ETF
-0.33%
-$1,593.67 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$11,069.37 
PAVE Global X U.S. Infrastructure Development ETF
-0.32%
-$3,047.08 
QINT American Century Quality Diversified International ETF
-0.32%
-$10,550.32 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$9,211.67 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.31%
-$5,467.52 
MA Mastercard Incorporated
-0.31%
-$5,544.23 
CGIE Capital Group International Equity ETF
-0.3%
-$15,640.46 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$3,784.95 
AVLV Avantis U.S. Large Cap Value ETF
-0.28%
-$14,095.38 
PVAL Putnam Focused Large Cap Value ETF
-0.28%
-$19,544.4 
XLV Health Care Select Sector SPDR Fund
-0.28%
-$2,081.03 
VONV Vanguard Russell 1000 Value Index Fund
-0.28%
-$1,939.05 
IDHQ Invesco S&P International Developed Quality ETF
-0.27%
-$572.64 
PPG PPG Industries Inc.
-0.26%
-$538.65 
COR Cencora, Inc.
-0.26%
-$1,395.52 
CZA Invesco Zacks Mid-Cap ETF
-0.26%
-$569.68 
IWD iShares Russell 1000 Value ETF
-0.25%
-$2,665.6 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.25%
-$1,593.01 
JEPI JPMorgan Equity Premium Income Fund
-0.24%
-$3,389.26 
BALT Inn Defined Wealth Shield Mutual Fund
-0.24%
-$17,302.01 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.24%
-$617.28 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.24%
-$1,391.52 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-0.24%
-$550.86 
CGIB Capital Group International Bond USD Hedged Fund
-0.24%
-$1,657.98 
RWL Invesco S&P 500 Revenue ETF
-0.24%
-$1,338.88 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.24%
-$2,244.68 
CTAS Cintas Corporation
-0.23%
-$674.24 
BA Boeing Company
-0.23%
-$1,326.12 
WELL Welltower Inc.
-0.23%
-$870.26 
BNDX Vanguard Total International Bond ETF
-0.22%
-$6,027.63 
SCHF Schwab International Equity ETF
-0.22%
-$2,055.9 
JQC Nuveen Credit Strategies Income Fund
-0.22%
-$256.66 
PYLD PIMCO Multisector Bond Active ETF
-0.22%
-$534.33 
FTCA Franklin California Municipal Income ETF
-0.22%
-$1,238.07 
SRLN SPDR Blackstone Senior Loan ETF
-0.21%
-$3,327.07 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.18%
-$5,378.71 
AXP American Express Company
-0.18%
-$507.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.18%
-$13,089.44 
IXJ iShares Global Healthcare ETF
-0.18%
-$950 
FDVV Fidelity High Dividend ETF
-0.17%
-$2,680.23 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.16%
-$3,589.44 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.16%
-$336.25 
SPBO SPDR Portfolio Corporate Bond ETF
-0.16%
-$442.75 
CGCB Capital Group Core Bond ETF
-0.16%
-$17,172.52 
VIG Vanguard Dividend Appreciation ETF
-0.16%
-$12,056.64 
SYSB iShares Systematic Bond ETF
-0.15%
-$1,308.58 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.15%
-$5,141.87 
ADI Analog Devices, Inc.
-0.14%
-$474.45 
CGCP Capital Group Core Plus Income ETF
-0.14%
-$20,842.02 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.13%
-$679.14 
MBB iShares MBS ETF
-0.13%
-$8,954.64 
IGEB iShares Investment Grade Corporate Bond ETF
-0.13%
-$370.81 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.12%
-$2,053.03 
XAR SPDR S&P Aerospace & Defense ETF
-0.12%
-$651.78 
IAGG iShares International Aggregate Bond Fund
-0.11%
-$664.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$5,457.55 
IUSV iShares Core S&P U.S. Value ETF
-0.1%
-$510.72 
TFLR T. Rowe Price Floating Rate ETF
-0.1%
-$1,625.99 
TLH iShares 10-20 Year Treasury Bond ETF
-0.1%
-$3,646.27 
JBND JPMorgan Active Bond ETF
-0.1%
-$5,623.35 
EFA iShares MSCI EAFE ETF
-0.1%
-$315.9 
SYLD Cambria Shareholder Yield ETF
-0.1%
-$331.92 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$19,622.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$6,918.4 
MUB iShares National Muni Bond ETF
-0.09%
-$3,548.7 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$1,441.65 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,952.02 
CGMU Capital Group Municipal Income ETF
-0.08%
-$1,959.54 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.08%
-$214.75 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.07%
-$825.16 
SBUX Starbucks Corporation
-0.07%
-$436.45 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$4,367.75 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$13,049.16 
IYJ iShares U.S. Industrials ETF
-0.06%
-$439.54 
FENI Fidelity Enhanced International ETF
-0.06%
-$199.45 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$141.31 
DLR Digital Realty Trust, Inc.
-0.06%
-$196.35 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.06%
-$178.82 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$5,721.26 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$195.66 
EVSD Eaton Vance Short Duration Income Fund
-0.05%
-$199.8 
CGHM Capital Group Municipal High-Income ETF
-0.05%
-$102.81 
PTC PTC Inc.
-0.05%
-$239.66 
HTRB Hartford Total Return Bond ETF
-0.05%
-$180.01 
PFM Invesco Dividend Achievers ETF
-0.04%
-$150.68 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$482.61 
LMUB iShares Long-Term National Muni Bond ETF
-0.04%
-$738.92 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$209.12 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$2,124.98 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.03%
-$76.77 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$1,535.76 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.02%
-$597.11 
MCD McDonald's Corporation
-0.02%
-$138.84 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$64.76 
IMCV iShares Morningstar Mid-Cap ETF
-0.01%
-$208.59 
GOVT iShares U.S. Treasury Bond ETF
0%
-$93.57 Events
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Dividends
Dividend Analysis
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| Trades 3497 | Longs Won 2353/3497 67% | Profit Factor 4.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,333.59 |
| Average Win $123,933.83 | Best Trade (Oct 15) $8.45M | Sharpe Ratio -11.6 |
| Average Loss -$57,074.61 | Worst Trade (Jun 30) -$6.18M | Z-Score 8.3 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $64,719.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 108,755 | $26.47M | $37.34M | - | $10.87M | 41.09% | +0.389% |
| ABBV AbbVie Inc. | 7,668 | $1.53M | $2.19M | - | $653,248.02 | 42.56% | +0.695% |
| ABT Abbott Laboratories | 8,847 | $1.12M | $922,830.57 | - | -$193,002.52 | -17.3% | -0.353% |
| ACHR Archer Aviation Inc. | 18,989 | $96,285.24 | $76,958.62 | - | -$19,326.62 | -20.07% | -5.087% |
| ACN Accenture plc Class A | 1,922 | $543,731.78 | $432,450 | - | -$111,281.78 | -20.47% | +0.036% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,645 | $252,574.63 | $270,495.45 | - | $17,920.82 | 7.1% | -0.576% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 183,659 | $3.78M | $3.8M | - | $21,116.41 | 0.56% | -0.361% |
| ADBE Adobe Inc. | 2,658 | $864,233.86 | $651,196.71 | - | -$213,037.15 | -24.65% | -2.652% |
| ADI Analog Devices, Inc. | 818 | $188,819.44 | $329,956.66 | - | $141,137.22 | 74.75% | -0.144% |
| ADP Automatic Data Processing Inc. | 899 | $201,331.05 | $257,194.91 | - | $55,863.86 | 27.75% | +0.154% |
| AEE Ameren Corporation | 2,969 | $334,068 | $313,778.76 | - | -$20,289.24 | -6.07% | +1.855% |
| AEP American Electric Power Company, Inc. | 1,549 | $206,021 | $196,087.91 | - | -$9,933.09 | -4.82% | +1.851% |
| AFL Aflac Inc. | 2,092 | $229,304.46 | $248,676.04 | - | $19,371.58 | 8.45% | +0.695% |
| AFMC First Trust Active Factor Mid Cap ETF | 126,207 | $4.88M | $5.06M | - | $174,266.15 | 3.57% | -0.854% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,393 | $8.06M | $7.76M | - | -$301,565.41 | -3.74% | -0.089% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,701 | $480,702.11 | $727,568.18 | - | $246,866.07 | 51.36% | -2.98% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 41,732 | $4.05M | $4.14M | - | $90,042.38 | 2.22% | -1.205% |
| AIT Applied Industrial Technologies Inc. | 2,057 | $492,589.79 | $678,213.47 | - | $185,623.68 | 37.68% | -1.234% |
| AKRE Akre Focus ETF | 7,448 | $471,979.72 | $423,940.16 | - | -$48,039.56 | -10.18% | -1.266% |
| AMAT Applied Materials, Inc. | 6,308 | $1.46M | $2.63M | - | $1.17M | 80.5% | -3.181% |
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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 - $6.53M, Vertiv Holdings Co - $4.63M, iShares Russell 1000 Growth ETF - $3.98M, 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 $34.52M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $1.15M, Capital Group Core Plus Income ETF - $889,055.78, iShares 20+ Year Treasury Bond ETF - $789,485.05, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $780,041.72, and Janus Henderson Short Duration Income ETF - $772,119.75. 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.
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