WGS
Wilson G. Saville Portfolio
Invests via BARRETT & COMPANY Inc. | Managed by Mark Rapoza, Wilson G. Saville
Invests via BARRETT & COMPANY Inc.
Managed by Mark Rapoza, Wilson G. Saville
Automatically Tracked
Wilson G. Saville Profile
With a multifaceted career in investment and entrepreneurial ventures, Wilson G. Saville is recognized for his extensive contributions to private equity and venture capital landscapes. His leadership has consistently focused on identifying disruptive technologies across various sectors, notably in technology and healthcare. Leveraging an impressive network, he plays a critical role in connecting innovators with necessary resources while guiding startup teams through strategic development phases. As a trusted advisor within the industry, he influences funding decisions that drive growth trajectories for emerging enterprises.
With a multifaceted career in investment and entrepreneurial ventures, Wilson G. Saville is recognized for his extensive contributions to private equity and venture capital landscapes. His leadership has consistently focused on identifying disruptive technologies across various sectors, notably in technology and healthcare. Leveraging an impressive network, he plays a critical role in connecting innovators with necessary resources while guiding startup teams through strategic development phases. As a trusted advisor within the industry, he influences funding decisions that drive growth trajectories for emerging enterprises.
Investment Philosophy & Strategy
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:
76.3%
Gain -1.25%
Monthly
1.49%
Yearly
19.44%
Drawdown
19.21%
$363.77M
Equity
Holdings
$363.77M
Investment
$247.21M
$143.15M
Profit -$3.23M
Realized
$25.21M
Unrealized
$117.94M
Dividends
$16.99M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.25%
Profit
-$3.23M
Win %
69%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$3.23M
Win %
69%
This Month
Compared to last month
Gain
0.76%
Profit
$2.74M
Win %
69%
This Year
Compared to last year
Gain
1.8%
Profit
$6.44M
Win %
69%
JFB Jfb Construction Holdings Inc.
+25.18%
+$529.12 
UNH UnitedHealth Group Incorporated
+4.73%
+$11,430.41 
BMY Bristol-Myers Squibb Company
+4.61%
+$14,336.73 
KR Kroger Co.
+3.87%
+$176.25 
MRK Merck & Co., Inc.
+3.8%
+$29,165.29 
BF-B Brown-Forman Corporation
+3.66%
+$5,315 
LLY Eli Lilly and Company
+3.62%
+$41,554.31 
LMT Lockheed Martin Corporation
+3.61%
+$19,339 
FIGS Figs Inc.
+3.5%
+$59.85 
GSK GSK plc Sponsored ADR
+3.46%
+$3,305.6 
WMT Walmart Inc.
+3.46%
+$791.52 
ABBV AbbVie Inc.
+3.32%
+$24,706.11 
CVS CVS Health Corporation
+3.24%
+$13,518.4 
AMGN Amgen Inc.
+3.21%
+$12,460.52 
PM Philip Morris International Inc.
+3.16%
+$2,132.31 
CL Colgate-Palmolive Company
+3.15%
+$6,090.16 
INTU Intuit Inc.
+2.98%
+$2,939.73 
PFE Pfizer Inc.
+2.96%
+$10,891.44 
AOUT American Outdoor Brands Inc.
+2.94%
+$18.5 
COST Costco Wholesale Corporation
+2.87%
+$875.84 
CME CME Group Inc.
+2.72%
+$6,667.92 
VFC V.F. Corporation
+2.55%
+$205 
HLN Haleon Plc - ADR
+2.54%
+$602.64 
XLV Health Care Select Sector SPDR Fund
+2.53%
+$3,091.71 
CHD Church & Dwight Co., Inc.
+2.5%
+$200 
CI The Cigna Group
+2.5%
+$190.35 
OTLY Oatly Group AB Sponsored ADR
+2.48%
+$1.62 
SYY Sysco Corporation
+2.46%
+$1,032.08 
DOW Dow Inc.
+2.38%
+$342.72 
PG Procter & Gamble Co
+2.28%
+$28,460.95 
XLP Consumer Staples Select Sector SPDR Fund
+2.22%
+$1,211.76 
MO Altria Group, Inc.
+2.19%
+$2,632.89 
UL Unilever PLC Sponsored American Depositary Receipt
+2.19%
+$486.35 
TGT Target Corporation
+2.18%
+$2,808.72 
ROST Ross Stores, Inc.
+2.17%
+$327.63 
VHT Vanguard Health Care ETF
+2.14%
+$196.62 
JNJ Johnson & Johnson
+2.13%
+$50,599.1 
VDC VANGUARD CONSUMER STAPLES ETF
+2.12%
+$416.24 
OTIS Otis Worldwide Corporation
+2.11%
+$286 
MNST Monster Beverage Corporation
+2.1%
+$189.28 
VZ Verizon Communications Inc.
+2.04%
+$5,839.29 
PAYX Paychex Inc.
+2%
+$1,950.4 
CVX Chevron Corporation
+1.98%
+$28,644.21 
RTX RTX Corporation
+1.89%
+$2,891.1 
ADBE Adobe Inc.
+1.86%
+$563.2 
KO The Coca-Cola Company
+1.85%
+$5,521.02 
WM Waste Management, Inc.
+1.85%
+$2,630.32 
MDLZ Mondelez International, Inc.
+1.74%
+$115.56 
DEO Diageo plc Sponsored ADR
+1.74%
+$408.2 
WAT Waters Corporation
+1.73%
+$37.2 
BIIB Biogen Inc.
+1.72%
+$117.9 
VLTO Veralto Corporation
+1.69%
+$21.71 
XOM Exxon Mobil Corporation
+1.68%
+$66,097.75 
IDXX IDEXX Laboratories, Inc.
+1.67%
+$6,307.51 
ED Consolidated Edison, Inc.
+1.65%
+$1,457.82 
IBB iShares Biotechnology ETF
+1.61%
+$1,828.18 
PSX Phillips 66
+1.56%
+$456 
PEP PepsiCo, Inc.
+1.55%
+$2,490.08 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$2,753.37 
AFL Aflac Inc.
+1.52%
+$2,370.03 
SO The Southern Company
+1.44%
+$1,460.5 
UNP Union Pacific Corporation
+1.44%
+$1,387.87 
WTRG Essential Utilities Inc.
+1.43%
+$280 
KVUE Kenvue Inc.
+1.41%
+$200 
A Agilent Technologies Inc.
+1.4%
+$1,464 
ALC Alcon Inc.
+1.38%
+$304.5 
HDV iShares Core High Dividend ETF
+1.37%
+$6,062.8 
SBUX Starbucks Corporation
+1.36%
+$747.5 
ZTS Zoetis Inc.
+1.33%
+$608.85 
MDT Medtronic plc
+1.31%
+$335.5 
NUE Nucor Corporation
+1.3%
+$16.55 
AWK American Water Works Company, Inc.
+1.28%
+$3,642.06 
FBT First Trust NYSE Arca Biotechnology Index Fund
+1.27%
+$2,986.51 
FTCS First Trust Capital Strength ETF
+1.26%
+$60,368.11 
DUK Duke Energy Corporation
+1.23%
+$2,393.95 
TRV The Travelers Companies, Inc.
+1.22%
+$86.26 
KHC The Kraft Heinz Company
+1.2%
+$328.59 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$13,465.26 
LHX L3Harris Technologies, Inc.
+1.18%
+$2,866.18 
ITW Illinois Tool Works Inc.
+1.18%
+$1,250.55 
JPM JPMorgan Chase & Co.
+1.16%
+$38,188.15 
KMB Kimberly-Clark Corporation
+1.14%
+$224 
SOLV Solventum Corporation
+1.11%
+$406.08 
VTRS Viatris Inc.
+1.1%
+$224.01 
CSX CSX Corporation
+1.09%
+$543.92 
OLN Olin Corporation
+1.08%
+$383.84 
MCD McDonald's Corporation
+1.06%
+$1,762.49 
MMM 3M Company
+1.04%
+$2,886.54 
COP ConocoPhillips
+1.02%
+$4,049.28 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$559.3 
NOW ServiceNow, Inc.
+0.99%
+$698.7 
TJX The TJX Companies, Inc.
+0.95%
+$109.88 
TYL Tyler Technologies Inc.
+0.93%
+$321 
SCHW Charles Schwab Corporation
+0.9%
+$1,210.02 
WELL Welltower Inc.
+0.88%
+$203 
GIS General Mills, Inc.
+0.88%
+$303.8 
T AT&T Inc.
+0.87%
+$1,984.19 
GNOM Global X Genomics & Biotechnology ETF
+0.87%
+$71.25 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.85%
+$13,180.44 
WEC WEC Energy Group Inc.
+0.83%
+$475.2 
DHR Danaher Corporation
+0.83%
+$1,981.35 
LNT Alliant Energy Corporation
+0.82%
+$192.5 
CMCSA Comcast Corp
+0.81%
+$164.39 
BDX Becton, Dickinson and Company
+0.81%
+$60.8 
D Dominion Energy, Inc.
+0.8%
+$75 
CPB The Campbell's Company
+0.79%
+$14.4 
ACGL Arch Capital Group Ltd
+0.77%
+$33 
FIS Fidelity National Information Services, Inc.
+0.77%
+$44.55 
WST West Pharmaceutical Services, Inc.
+0.76%
+$209.42 
HSY The Hershey Company
+0.74%
+$48 
BLK BlackRock, Inc.
+0.72%
+$1,242.55 
ORI Old Republic International Corp.
+0.68%
+$3,166.54 
GD General Dynamics Corporation
+0.67%
+$703.36 
EOG EOG Resources, Inc.
+0.67%
+$119.34 
TLT iShares 20+ Year Treasury Bond ETF
+0.66%
+$148.72 
ACN Accenture plc Class A
+0.66%
+$140 
XLE Energy Select Sector SPDR Fund
+0.64%
+$313.04 
TW Tradeweb Markets Inc.
+0.64%
+$210 
ALGN Align Technology, Inc.
+0.63%
+$23.4 
HEI Heico Corporation
+0.62%
+$5,202.17 
CLX The Clorox Company
+0.62%
+$104 
EXC Exelon Corporation
+0.61%
+$127.92 
LYFT Lyft Inc.
+0.61%
+$25 
MSI Motorola Solutions, Inc.
+0.61%
+$76.16 
HIG The Hartford Insurance Group, Inc.
+0.59%
+$154 
IXC iShares Global Energy ETF
+0.58%
+$198.36 
FVD First Trust Value Line Dividend Index Fund
+0.58%
+$41,045.76 
BP BP p.l.c. Sponsored ADR
+0.58%
+$409.92 
SHEL Shell plc
+0.57%
+$561.09 
CMG Chipotle Mexican Grill, Inc.
+0.56%
+$340 
HD The Home Depot, Inc.
+0.54%
+$977.86 
SAM The Boston Beer Company Inc.
+0.51%
+$60.06 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.51%
+$959.14 
AAPL Apple Inc.
+0.49%
+$53,603.1 
DGRO iShares Core Dividend Growth ETF
+0.48%
+$962 
GEG Great Elm Group, Inc.
+0.47%
+$0.13 
E Eni S.p.A. Sponsored ADR
+0.45%
+$84.5 
DOV Dover Corporation
+0.44%
+$1,102.45 
FE FirstEnergy Corp.
+0.44%
+$24.6 
MKL Markel Group Inc.
+0.44%
+$916.11 
SJM The J.M. Smucker Company
+0.42%
+$144.84 
AEP American Electric Power Company, Inc.
+0.38%
+$280.8 
DIS The Walt Disney Company
+0.38%
+$1,443.61 
DVY iShares Select Dividend ETF
+0.37%
+$2,424.98 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.37%
+$3,313.89 
COWZ Pacer US Cash Cows 100 ETF
+0.36%
+$3,578 
NGG National Grid plc Sponsored ADR
+0.36%
+$342.44 
ABT Abbott Laboratories
+0.35%
+$567 
PPL PPL Corporation
+0.35%
+$72 
ALB Albemarle Corporation
+0.33%
+$8 
O Realty Income Corporation
+0.33%
+$68.22 
HWM Howmet Aerospace Inc.
+0.32%
+$7,144.1 
PPG PPG Industries Inc.
+0.31%
+$55.04 
PH Parker-Hannifin Corporation
+0.3%
+$20.16 
CTVA Corteva Inc.
+0.3%
+$19.08 
BABA Alibaba Group Holding Limited SP ADR
+0.29%
+$32 
IP International Paper Company
+0.28%
+$58.86 
SCHP Schwab U.S. TIPS ETF
+0.28%
+$1,251.74 
STZ Constellation Brands, Inc.
+0.28%
+$1.75 
TIP iShares TIPS Bond ETF
+0.25%
+$312.26 
PEO Adams Natural Resources Fund Inc.
+0.24%
+$56 
FDX FedEx Corporation
+0.24%
+$183.54 
AON Aon plc
+0.23%
+$1,179.54 
SLF Sun Life Financial Inc.
+0.22%
+$15.98 
VTV Vanguard Value ETF
+0.21%
+$11,930.01 
YUMC Yum China Holdings Inc.
+0.21%
+$7.2 
EG Everest Group, Ltd.
+0.2%
+$30 
CGCB Capital Group Core Bond ETF
+0.2%
+$208.45 
WFC Wells Fargo & Company
+0.2%
+$92.32 
XYL Xylem Inc.
+0.2%
+$794.6 
NEE NextEra Energy, Inc.
+0.19%
+$151.65 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$78.2 
INCM Franklin Income Focus ETF
+0.17%
+$75 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.16%
+$6.28 
NVO Novo Nordisk A/S Sponsored ADR
+0.16%
+$79.38 
NFLX Netflix, Inc.
+0.16%
+$174.57 
FICS FT International Developed Capital Strength Fund
+0.15%
+$122 
TEM Tempus AI, Inc.
+0.15%
+$1 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$20.76 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$173.68 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.13%
+$9.6 
LIN Linde plc
+0.12%
+$126.85 
ITA iShares U.S. Aerospace & Defense ETF
+0.12%
+$0.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$16.83 
IBID iShares iBonds Oct 2027 Term TIPS ETF
+0.12%
+$30 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$9,213.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$85.58 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$8.82 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$476.56 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.1%
+$402.12 
BSY Bentley Systems, Incorporated Class B
+0.09%
+$1.5 
MAR Marriott International Inc. - Class A
+0.09%
+$137.6 
BNDX Vanguard Total International Bond ETF
+0.09%
+$317.71 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
+0.08%
+$20 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.07%
+$2.1 
PRU Prudential Financial, Inc.
+0.07%
+$35.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.07%
+$3.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$107.9 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.06%
+$15 
DE Deere & Company
+0.06%
+$30.4 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.06%
+$157.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.06%
+$256.56 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.05%
+$200.44 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$372.4 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.05%
+$76.9 
CGCP Capital Group Core Plus Income ETF
+0.05%
+$49.54 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.04%
+$3.78 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.04%
+$0.58 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$346.06 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$477.97 
IEI iShares 3-7 Year Treasury Bond ETF
+0.04%
+$4.45 
LMBS First Trust Low Duration Opportunities ETF
+0.04%
+$485.04 
MBB iShares MBS ETF
+0.03%
+$2.07 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.03%
+$0.65 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.03%
+$36.36 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$75.18 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.03%
+$70.85 
IBTL iShares iBonds Dec 2031 Term Fund
+0.03%
+$27.73 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.02%
+$8.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$10.24 
LDDR Stone Ridge 2035 Term Interval Fund
+0.02%
+$249.23 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.02%
+$4.5 
HISF First Trust High Income Strategic Focus Fund
+0.01%
+$58.02 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CNSP CNS Pharmaceuticals Inc.
0%
$0 
EBS Emergent BioSolutions Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ONL Orion Office REIT Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BIZD VanEck BDC Income ETF
0%
$0 
IBHH iShares iBonds 2028 Term High Yield ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
FIEE FiEE, Inc.
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 LAC
LAC
0%
$0 GMEW
GMEWS
0%
$0 G364
G3643J108
0%
$0 G200
G2004J103
0%
$0 CGC
CGC
-81.47%
-$404.41 
CRWV CoreWeave, Inc.
-15.46%
-$240.6 
FRMI Fermi Inc.
-15.05%
-$92.4 
DELL Dell Technologies Inc.
-11.27%
-$23,234.39 
KEEL Keel Infrastructure Corp.
-11.15%
-$48 
AMSC American Superconductor Corporation
-10.66%
-$459 
BKSY BlackSky Technology Inc.
-10.5%
-$31.05 
NVTS Navitas Semiconductor Corporation
-10.48%
-$114.97 
QBTS D-Wave Quantum Inc.
-10.09%
-$2,187 
CLS Celestica Inc.
-9.55%
-$477.68 
IONQ IonQ, Inc.
-9.53%
-$172.12 
APLD Applied Digital Corporation
-9.43%
-$169.2 
NNE Nano Nuclear Energy Inc.
-9.34%
-$147.4 
LITE Lumentum Holdings Inc.
-9.28%
-$91.66 
TLNE TALEN ENERGY CORP NEW
-9.14%
-$374.4 
STRL Sterling Infrastructure, Inc.
-9.13%
-$1,593.9 
VELO Velo3D, Inc.
-8.93%
-$69.69 
ORCL Oracle Corporation
-8.83%
-$2,972.75 
LUMN Lumen Technologies Inc.
-8.82%
-$43.12 
BBAI BigBear.ai Holdings Inc.
-8.79%
-$7.35 
MRVL Marvell Technology, Inc.
-8.72%
-$14,067 
OKLO Oklo Inc.
-8.62%
-$260.3 
RGTI Rigetti Computing Inc
-8.61%
-$148.5 
ONDS Ondas Holdings Inc.
-8.49%
-$102.6 
ACHR Archer Aviation Inc.
-8.33%
-$48.1 
RKLB Rocket Lab Corporation
-7.85%
-$201.6 
GNRC Generac Holdings Inc.
-7.57%
-$811.5 
SYM Symbotic Inc. Class A
-7.31%
-$373.75 
SOUN SoundHound AI Inc.
-7.17%
-$126 
ARM Arm Holdings plc American Depositary Receipt
-6.8%
-$3,545.52 
SOFI SoFi Technologies, Inc.
-6.69%
-$2,040 
VIAV Viavi Solutions Inc.
-6.61%
-$16.38 
UEC Uranium Energy Corp.
-6.55%
-$27 
VST Vistra Corp
-6.51%
-$264.25 
OKTA Okta Inc.
-6.45%
-$584.6 
MITK Mitek Systems Inc.
-6.35%
-$21.4 
GEV GE Vernova Inc.
-6.2%
-$33,682.64 
FDIG Fidelity Crypto Industry & Digital Payments ETF
-6.18%
-$1,096.2 
RMBS Rambus Inc.
-6.17%
-$121.2 
SLV iShares Silver Trust
-6.11%
-$1,406.1 
VRT Vertiv Holdings Co
-6.09%
-$11,929.5 
SNAP Snap Inc.
-6.01%
-$39 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-5.91%
-$35.2 
RDW Redwire Corporation
-5.89%
-$81 
AMD Advanced Micro Devices, Inc.
-5.73%
-$13,884 
VZLA Vizsla Silver Corp.
-5.66%
-$114 
PANW Palo Alto Networks, Inc.
-5.54%
-$16,096.67 
CEG Constellation Energy Corporation
-5.49%
-$4,387.5 
TER Teradyne, Inc.
-5.48%
-$14,115.46 
HIMX Himax Technologies Inc.
-5.45%
-$69 
CCJ Cameco Corporation
-5.43%
-$234 
OWL Blue Owl Capital Inc.
-5.38%
-$750 
REKR Rekor Systems Inc.
-5.37%
-$3.55 
SNDK SanDisk Corporation
-5.33%
-$710.91 
FIX Comfort Systems USA, Inc.
-5.22%
-$6,372 
LAR Lithium Argentina AG
-5.2%
-$11.44 
GLW Corning Incorporated
-5.15%
-$8,399.69 
AVAV AeroVironment Inc.
-5.14%
-$653 
S SentinelOne Inc.
-4.96%
-$71.4 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-4.91%
-$232 
COIN Coinbase Global, Inc.
-4.9%
-$1,335 
ARTY iShares Future AI & Tech ETF
-4.82%
-$558 
BAC Bank of America Corporation
-4.76%
-$56,324.12 
CPNG Coupang Inc.
-4.73%
-$71.5 
LRCX Lam Research Corporation
-4.71%
-$3,845.49 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$6.44 
LAES Sealsq Corp
-4.66%
-$168.3 
CRWD CrowdStrike Holdings, Inc.
-4.56%
-$9,059.21 
INTC Intel Corporation
-4.56%
-$3,883.32 
ETN Eaton Corporation plc
-4.54%
-$11,053.27 
TPC Tutor Perini Corporation
-4.54%
-$661.5 
STX Seagate Technology Holdings plc
-4.5%
-$20,835.55 
ANET Arista Networks, Inc.
-4.45%
-$1,092 
VKTX Viking Therapeutics Inc.
-4.43%
-$118 
BTG B2Gold Corp
-4.41%
-$345 
GDX VanEck Gold Miners ETF
-4.4%
-$230.4 
SKYY First Trust Cloud Computing ETF
-4.37%
-$120 
WDC Western Digital Corporation
-4.36%
-$481.69 
ON ON Semiconductor Corporation
-4.34%
-$99.9 
RDDT Reddit Inc Class A
-4.31%
-$6,689.99 
PGR Progressive Corporation
-4.23%
-$103.62 
PSEC Prospect Capital Corporation
-4.19%
-$2,389.59 
DKNG DraftKings Inc.
-4.16%
-$658.46 
AGIX KraneShares AI and Tech ETF
-4.13%
-$441 
PWR Quanta Services Inc.
-4.12%
-$283.5 
MU Micron Technology, Inc.
-4.08%
-$18,054.24 
NTLA Intellia Therapeutics Inc.
-4.03%
-$144 
CVNA Carvana Co.
-4.02%
-$911.25 
TLRY Tilray Brands, Inc.
-3.98%
-$114.79 
SMH VanEck Semiconductor ETF
-3.98%
-$1,402.8 
CG The Carlyle Group Inc.
-3.95%
-$6,476.82 
ASML ASML Holding N.V. New York Registry Shares
-3.94%
-$1,694 
BXP Boston Properties, Inc.
-3.82%
-$343.5 
APH Amphenol Corporation
-3.73%
-$537.6 
HACK Amplify Cybersecurity ETF
-3.71%
-$5,007.92 
APP AppLovin Corporation Class A Common Stock
-3.71%
-$50.45 
PLTR Palantir Technologies Inc.
-3.69%
-$8,470 
KD Kyndryl Holdings Inc.
-3.68%
-$178.65 
DAL Delta Air Lines, Inc.
-3.67%
-$2,628 
ARKQ Ark Autonomous Technology & Robotics ETF
-3.56%
-$1,054.69 
ZS Zscaler Inc.
-3.44%
-$173.14 
BX Blackstone Inc.
-3.43%
-$1,074.45 
KEYS Keysight Technologies, Inc.
-3.4%
-$3,843 
RR Richtech Robotics Inc.
-3.4%
-$35 
DLR Digital Realty Trust, Inc.
-3.4%
-$665.5 
NEWT NewtekOne Inc.
-3.38%
-$47,958.66 
BTX BlackRock Technology and Private Equity Fund
-3.31%
-$3,438.3 
CEF Sprott Physical Gold and Silver Trust
-3.27%
-$139.36 
META Meta Platforms Inc Class A
-3.27%
-$156,649.09 
IRM Iron Mountain Inc.
-3.26%
-$1,496 
GTOP Goldman Sachs Technology Opportunities ETF
-3.24%
-$1,340.72 
LUV Southwest Airlines Co.
-3.22%
-$98.25 
NSSC Napco Security Technologies, Inc.
-3.21%
-$6,207.16 
TDOC Teladoc Health Inc.
-3.17%
-$5.7 
NVDA NVIDIA Corporation
-3.16%
-$591,058.08 
ICLN iShares Global Clean Energy ETF
-3.14%
-$86.4 
RIVN Rivian Automotive, Inc.
-3.14%
-$84 
AVGO Broadcom Inc.
-3.1%
-$2,521.68 
ARKK ARK Innovation ETF Fund
-3.09%
-$3,448.58 
CAT Caterpillar Inc.
-3.08%
-$6,854.41 
CHI Calamos Convertible Opportunities and Income Fund
-3.04%
-$2,751.25 
AIRR First Trust RBA American Industrial Renaissance ETF
-3.01%
-$312.09 
CHYM Chime Financial, Inc. – Class A Common Stock
-3.01%
-$135 
IGV iShares Expanded Tech-Software Sector ETF
-3%
-$1,425.24 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$7,733.71 
W Wayfair Inc.
-2.97%
-$321 
CWB SPDR Bloomberg Convertible Securities ETF
-2.91%
-$192.96 
NTRS Northern Trust Corporation
-2.89%
-$9,196 
FTEC Fidelity MSCI Information Technology Index ETF
-2.89%
-$836.16 
VGT Vanguard Information Technology ETF
-2.87%
-$3,873.21 
UBER Uber Technologies, Inc.
-2.85%
-$649.6 
AI C3.ai Inc.
-2.83%
-$25.5 
FDN First Trust Dow Jones Internet Index Fund
-2.81%
-$328.38 
SPCX Space Exploration Technologies Corp. Class A
-2.8%
-$876 
PINS Pinterest, Inc. Class A
-2.73%
-$305 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.66%
-$7,307.64 
CC Chemours Co.
-2.65%
-$23.45 
RCL Royal Caribbean Group
-2.56%
-$3,492 
SYF Synchrony Financial
-2.54%
-$121.55 
KTOS Kratos Defense & Security Solutions, Inc.
-2.53%
-$270.3 
TXN Texas Instruments Inc
-2.5%
-$453.6 
VOT Vanguard Mid-Cap Growth ETF
-2.5%
-$1,413.6 
RXRX Recursion Pharmaceuticals, Inc.
-2.48%
-$8.55 
URI United Rentals, Inc.
-2.43%
-$77.31 
SRVR Pacer Data & Infrastructure Real Estate ETF
-2.41%
-$7.59 
BNY BlackRock New York Municipal Income Trust
-2.4%
-$13,288.8 
QCOM QUALCOMM Incorporated
-2.4%
-$21,916.56 
RVT Royce Small-Cap Trust, Inc.
-2.33%
-$5,170.23 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.31%
-$580.12 
VTWG Vanguard Russell 2000 Growth ETF
-2.31%
-$2,848.62 
EQIX Equinix, Inc.
-2.31%
-$916.5 
RMT Royce Micro-Cap Trust, Inc.
-2.28%
-$975 
SHOP Shopify Inc.
-2.28%
-$3,718.5 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.22%
-$17,595.7 
TSLA Tesla, Inc.
-2.15%
-$5,164.8 
NWL Newell Brands Inc.
-2.15%
-$265.08 
VAC Marriott Vacations Worldwide Corporation
-2.13%
-$16.17 
JGRO JPMorgan Active Growth ETF
-2.08%
-$16.24 
BITO ProShares Bitcoin ETF
-2.07%
-$11.5 
ESGE iShares ESG Aware MSCI EM ETF
-2.06%
-$47.3 
VXF Vanguard Extended Market ETF
-2.05%
-$1,526.4 
VUG Vanguard Growth ETF
-2.05%
-$135,249.08 
VOYG Voyager Technologies, Inc.
-2.05%
-$27 
WCMI First Trust WCM International Equity ETF
-2.01%
-$20,004.72 
VFMO Vanguard U.S. Momentum Factor Fund
-1.99%
-$563.75 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.98%
-$10,774.96 
IEMG iShares Core MSCI Emerging Markets ETF
-1.97%
-$4,308.66 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$2,792.42 
VOOG Vanguard S&P 500 Growth ETF
-1.96%
-$1,220.6 
AVEM Avantis Emerging Markets Equity ETF
-1.94%
-$804.6 
IWM iShares Russell 2000 ETF
-1.93%
-$1,151.28 
IUSG iShares Core S&P U.S. Growth ETF
-1.93%
-$6,154.97 
SPMO Invesco S&P 500 Momentum ETF
-1.93%
-$11.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.92%
-$948 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.9%
-$452,939.53 
IBIT iShares Bitcoin Trust
-1.89%
-$89 
CSQ Calamos Strategic Total Return Fund
-1.88%
-$2,405.86 
COF Capital One Financial Corporation
-1.88%
-$3,485.62 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.86%
-$528.36 
HOG Harley-Davidson Inc.
-1.86%
-$102 
HLIO Helios Technologies, Inc.
-1.84%
-$320 
GBTC Grayscale Bitcoin Trust ETF
-1.84%
-$118 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.82%
-$492.48 
C Citigroup Inc.
-1.81%
-$632.8 
MSFT Microsoft Corp.
-1.8%
-$77,367.52 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.79%
-$109.44 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.79%
-$2,405.79 
CGGO Capital Group Global Growth Equity ETF
-1.77%
-$6,605.37 
PSF Cohen & Steers Select Preferred and Income Fund
-1.76%
-$208 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.75%
-$16,705.15 
SCHA Schwab U.S. Small-Cap ETF
-1.75%
-$1,517.34 
AMZN Amazon.com Inc
-1.74%
-$165,577.43 
GOOGL Alphabet Inc
-1.74%
-$82,552.17 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.7%
-$220 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1.69%
-$3,060.92 
CHTR Charter Communications Inc
-1.69%
-$115.84 
NUV Nuveen Municipal Value Fund, Inc.
-1.69%
-$1,182.3 
GOOG Alphabet Inc
-1.68%
-$70,187.59 
PAR Par Technology Corporation
-1.68%
-$40.5 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.66%
-$58.08 
CGGR Capital Group Growth ETF
-1.66%
-$66,358.4 
TEAM Atlassian Corporation Class A
-1.62%
-$169 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.62%
-$94,251.5 
PEGA Pegasystems Inc.
-1.6%
-$11 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$15,078.15 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.57%
-$472.08 
TPG TPG Inc.
-1.56%
-$2,513.17 
IWN iShares Russell 2000 Value ETF
-1.55%
-$521.52 
HPS John Hancock Preferred Income Fund III
-1.54%
-$224.1 
ADAM Adamas Trust, Inc.
-1.51%
-$74.98 
IAU iShares Gold Trust
-1.51%
-$1,180 
VB Vanguard Small-Cap ETF
-1.51%
-$77,473.16 
EGP EastGroup Properties Inc.
-1.5%
-$2,499 
GLDM SPDR Gold MiniShares Trust
-1.49%
-$765.06 
GLD SPDR Gold Shares
-1.49%
-$8,525.71 
EMR Emerson Electric Co.
-1.48%
-$14,926.55 
IJS iShares S&P Small-Cap 600 Value ETF
-1.48%
-$8,307.84 
GS The Goldman Sachs Group, Inc.
-1.48%
-$5,236.44 
ITB iShares U.S. Home Construction ETF
-1.48%
-$25 
KBWB Invesco KBW Bank ETF
-1.48%
-$10.24 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.47%
-$682.5 
PBI Pitney Bowes Inc.
-1.47%
-$2,125 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.47%
-$85.12 
AME Ametek Inc.
-1.46%
-$456.25 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-1.44%
-$4,763.2 
PATH Uipath Inc.
-1.43%
-$37.05 
BBJP JPMorgan BetaBuilders Japan Fund
-1.43%
-$1,120 
JRI Nuveen Real Asset Income and Growth Fund
-1.42%
-$603.75 
CDNS Cadence Design Systems, Inc.
-1.42%
-$1,659 
TT Trane Technologies plc
-1.41%
-$806.4 
AWP abrdn Global Premier Properties Fund
-1.38%
-$12.04 
NIM Nuveen Select Maturities Municipal Fund
-1.37%
-$719.4 
IJH iShares Core S&P Mid-Cap ETF
-1.35%
-$2,361.15 
PAVE Global X U.S. Infrastructure Development ETF
-1.34%
-$45.36 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.33%
-$49 
MCHI iShares MSCI China ETF
-1.33%
-$24.32 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.31%
-$76.63 
XYZ Block, Inc.
-1.31%
-$90.9 
VT Vanguard Total World Stock ETF
-1.31%
-$1,113.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$14,483.82 
XLC Communication Services Select Sector SPDR Fund
-1.3%
-$166.44 
MDY SPDR S&P MidCap 400 ETF Trust
-1.29%
-$81,648.21 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1.28%
-$988.98 
SOLS Sollensys Corp
-1.28%
-$272.22 
FDXF FedEx Freight Holding Company Inc.
-1.27%
-$221.2 
XT iShares Future Exponential Technologies ETF
-1.27%
-$109,548.07 
DOC Healthpeak Properties, Inc.
-1.26%
-$32.88 
FISV Fiserv, Inc.
-1.26%
-$53.1 
FCG First Trust Natural Gas ETF
-1.26%
-$39 
IBM International Business Machines Corporation
-1.26%
-$10,477.7 
CRON Cronos Group Inc.
-1.25%
-$30 
IWR iShares Russell Mid-Cap ETF
-1.25%
-$1,338.49 
HST Host Hotels & Resorts Inc.
-1.25%
-$29 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.25%
-$664.32 
CSCO Cisco Systems, Inc.
-1.24%
-$9,107.67 
PFF iShares Preferred and Income Securities ETF
-1.23%
-$2,491.56 
RYN Rayonier Inc.
-1.22%
-$91.08 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-1.2%
-$445 
AVDV Avantis International Small Cap Value ETF
-1.2%
-$313.3 
WWD Woodward Inc.
-1.19%
-$198.5 
AXON Axon Enterprise, Inc.
-1.19%
-$1,380.4 
IWB iShares Russell 1000 ETF
-1.18%
-$85.51 
SCHB Schwab U.S. Broad Market ETF
-1.17%
-$13,892.55 
V Visa Inc. Class A
-1.17%
-$3,708.64 
KROP Global X AgTech & Food Innovation UCITS ETF USD Acc
-1.17%
-$13.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.16%
-$460,800.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.16%
-$5,005.77 
IXUS iShares Core International Stock ETF
-1.16%
-$48,657.4 
VO Vanguard Mid-Cap ETF
-1.16%
-$4,109.67 
CFG Citizens Financial Group, Inc.
-1.15%
-$159.14 
VEU Vanguard FTSE All-World ex-US ETF
-1.15%
-$100,627.8 
IMCB iShares Morningstar Mid-Cap ETF
-1.15%
-$3,651.2 
LRGF iShares U.S. Equity Factor ETF
-1.14%
-$1,088.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$2,496.96 
SPHQ Invesco S&P 500 Quality ETF
-1.14%
-$5.82 
XAR SPDR S&P Aerospace & Defense ETF
-1.14%
-$511.06 
GM General Motors Company
-1.13%
-$95 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-1.13%
-$612 
ET Energy Transfer L.P.
-1.12%
-$2,569.33 
EVV Eaton Vance Limited Duration Income Fund
-1.12%
-$652.4 
USB U.S. Bancorp
-1.11%
-$189 
DFUS Dimensional U.S. Equity Market ETF
-1.1%
-$498.48 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.1%
-$12.36 
VIS Vanguard Industrials ETF
-1.09%
-$684.82 
CGDV Capital Group Dividend Value ETF
-1.09%
-$12,721.32 
VOO Vanguard S&P 500 ETF
-1.09%
-$13,387.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$46,415.48 
IVV iShares Core S&P 500 ETF
-1.08%
-$109,165.2 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$83,797.44 
DFSV Dimensional US Small Cap Value ETF
-1.05%
-$418.4 
OEF iShares S&P 100 ETF
-1.04%
-$980.1 
Q Qnity Electronics Inc.
-1.04%
-$642.56 
CGUS Capital Group Core Equity ETF
-1.01%
-$419.52 
DFAU Dimensional US Core Equity Market ETF
-1.01%
-$8,772.84 
LNC Lincoln National Corporation
-1.01%
-$492 
IFRA iShares U.S. Infrastructure
-1%
-$7.41 
EOI Eaton Vance Enhanced Equity Income Fund
-0.99%
-$150 
BA Boeing Company
-0.98%
-$1,024.8 
XLI Industrial Select Sector SPDR Fund
-0.97%
-$358.6 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
-0.95%
-$630 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.94%
-$194.12 
ISCV iShares Morningstar Small-Cap Value ETF
-0.94%
-$2,239.34 
ITT Itt Inc.
-0.94%
-$708.75 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.93%
-$594 
MET MetLife Inc.
-0.92%
-$10,344.39 
CPRI Capri Holdings Ltd.
-0.92%
-$5.6 
SCHF Schwab International Equity ETF
-0.92%
-$86.5 
HONA Honeywell Aerospace Inc.
-0.92%
-$1,550.05 
WASH Washington Trust Bancorp Inc.
-0.89%
-$1,809.06 
GDV Gabelli Dividend & Income Trust
-0.88%
-$17 
VNQ Vanguard Real Estate ETF
-0.87%
-$4,166.46 
CRM Salesforce Inc
-0.87%
-$255.44 
MTB M&T Bank Corporation
-0.86%
-$16,974.49 
TXT Textron Inc.
-0.86%
-$7,569.28 
RECS Columbia Research Enhanced Core ETF
-0.85%
-$11.7 
SCHH Schwab U.S. REIT ETF
-0.85%
-$57 
ICE Intercontinental Exchange, Inc.
-0.84%
-$72.05 
DD DuPont de Nemours, Inc.
-0.83%
-$354.17 
XLRE The Real Estate Select Sector SPDR Fund
-0.81%
-$2,042.72 
STWD Starwood Property Trust Inc.
-0.8%
-$37.5 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$7,200.27 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.79%
-$24.48 
JQUA JPMorgan U.S. Quality Factor ETF
-0.79%
-$280.2 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.79%
-$240 
VAW Vanguard Materials ETF
-0.78%
-$92.88 
IGF iShares Global Infrastructure ETF
-0.77%
-$192.08 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.77%
-$971.8 
ICOW Pacer Developed Markets International ETF
-0.76%
-$5,464.35 
RDVY First Trust Rising Dividend Achievers ETF
-0.75%
-$19,616.4 
FTF Franklin Limited Duration Income Trust
-0.75%
-$560 
FENI Fidelity Enhanced International ETF
-0.73%
-$619.73 
BSX Boston Scientific Corporation
-0.72%
-$13.02 
IYR iShares U.S. Real Estate ETF
-0.71%
-$637.56 
IAT iShares U.S. Regional Banks ETF
-0.7%
-$444.4 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.7%
-$4,125.25 
DFAI Dimensional International Core Equity Market ETF
-0.7%
-$7,381.66 
CGVV Capital Group U.S. Large Value ETF
-0.7%
-$660 
EFA iShares MSCI EAFE ETF
-0.7%
-$780.48 
EPD Enterprise Products Partners L.P.
-0.69%
-$456 
DVYE iShares Emerging Markets Dividend ETF
-0.67%
-$5,360.88 
SPOT Spotify Technology S.A.
-0.66%
-$244.3 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.65%
-$18.09 
UNM Unum Group
-0.64%
-$233.64 
RDVI FT Vest Rising Dividend Achievers Fund
-0.64%
-$828 
RWX SPDR Dow Jones International Real Estate ETF
-0.63%
-$141.76 
AMLP Alerian MLP ETF
-0.63%
-$99 
EBC Eastern Bankshares, Inc.
-0.62%
-$1,760.85 
PPT Putnam Premier Income Trust
-0.62%
-$100 
OXY-WT Occidental Petroleum Corporation
-0.61%
-$2.88 
PGX Invesco Preferred ETF
-0.6%
-$3.96 
NBSM Neuberger Berman Small-Mid Cap ETF
-0.59%
-$631.98 
DWX SPDR S&P International Dividend ETF
-0.59%
-$12.69 
EFR Eaton Vance Senior Floating-Rate Trust
-0.59%
-$78 
DVN Devon Energy Corporation
-0.58%
-$11.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.57%
-$8,580.14 
HPQ HP Inc.
-0.56%
-$9.18 
NI NiSource Inc.
-0.55%
-$149.5 
XLF Financial Select Sector SPDR Fund
-0.55%
-$638.7 
SLB Schlumberger Limited
-0.53%
-$23.4 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
-0.52%
-$316.67 
DFIV Dimensional International Value ETF
-0.52%
-$159.21 
WBS Webster Financial Corporation
-0.51%
-$60 
DFGR Dimensional Global Real Estate ETF
-0.51%
-$39.06 
QUAL iShares MSCI USA Quality Factor ETF
-0.51%
-$196.04 
EFV iShares MSCI EAFE Value ETF
-0.51%
-$18.8 
HLT Hilton Worldwide Holdings Inc.
-0.48%
-$15.9 
GDL GDL Fund
-0.48%
-$8 
ARKG ARK Genomic Revolution ETF
-0.47%
-$5.75 
DIHP Dimensional International High Profitability Portfolio
-0.47%
-$140.16 
FICO Fair Isaac Corporation
-0.47%
-$68 
ETR Entergy Corporation
-0.47%
-$82.32 
GEHC GE HealthCare Technologies Inc.
-0.47%
-$188.48 
GSG iShares S&P GSCI Commodity-Indexed Trust
-0.46%
-$25.5 
SRE Sempra
-0.46%
-$253.84 
ISRG Intuitive Surgical, Inc.
-0.43%
-$729.82 
VOYA Voya Financial Inc.
-0.42%
-$24 
MFC Manulife Financial Corporation
-0.42%
-$276.3 
F Ford Motor Company
-0.41%
-$44.9 
FUTY Fidelity MSCI Utilities Index ETF
-0.41%
-$2.42 
NBBK NB Bancorp Inc.
-0.41%
-$900 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$11,504.24 
OXY Occidental Petroleum Corporation
-0.39%
-$24 
VPU Vanguard Utilities ETF
-0.39%
-$140 
CPRT Copart Inc.
-0.38%
-$337 
TDY Teledyne Technologies Incorporated
-0.38%
-$57.75 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.37%
-$165.24 
RGR Sturm, Ruger & Company, Inc.
-0.37%
-$6.08 
GLO Clough Global Opportunities Fund
-0.37%
-$93.4 
WY Weyerhaeuser Company
-0.37%
-$39.27 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.36%
-$429.8 
BAX Baxter International Inc.
-0.36%
-$4.68 
XLU Utilities Select Sector SPDR Fund
-0.36%
-$15 
JAZZ Jazz Pharmaceuticals plc
-0.35%
-$8.88 
VVX V2X Inc.
-0.35%
-$11.76 
FEGE First Eagle Global Equity ETF
-0.35%
-$396 
SPGI S&P Global Inc.
-0.35%
-$9.94 
UHT Universal Health Realty Income Trust
-0.34%
-$65 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$6.2 
IDV iShares International Select Dividend ETF
-0.33%
-$1,405.76 
SYK Stryker Corporation
-0.33%
-$39.06 
EMBC Embecta Corp.
-0.32%
-$0.16 
IBHJ iShares iBonds 2030 High Yield & Income ETF
-0.31%
-$219.2 
IGOV iShares International Treasury Bond ETF
-0.3%
-$16.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.29%
-$9.18 
SWBI Smith & Wesson Brands, Inc.
-0.28%
-$6 
JFR Nuveen Floating Rate Income Fund
-0.27%
-$29.02 
PRF Invesco FTSE RAFI US 1000 ETF
-0.27%
-$327.75 
MA Mastercard Incorporated
-0.26%
-$1,982.77 
VSNT Versant Media Group, Inc.
-0.26%
-$5.36 
GME Gamestop Corp.
-0.26%
-$5.6 
YUM Yum! Brands, Inc.
-0.25%
-$55.5 
BHF Brighthouse Financial Inc.
-0.24%
-$5.41 
DEUS Xtrackers Russell US Multifactor ETF
-0.24%
-$56.11 
TDG TransDigm Group Inc.
-0.24%
-$351.08 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.23%
-$45.25 
LOW Lowe's Companies Inc.
-0.23%
-$201.24 
CCI Crown Castle Inc.
-0.23%
-$14.4 
OGN Organon & Co.
-0.22%
-$3.96 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.21%
-$622.01 
GE General Electric Company
-0.2%
-$1,256.62 
SLVM Sylvamo Corporation
-0.19%
-$2.94 
PIO Invesco Global Water ETF
-0.18%
-$22 
VRP Invesco Variable Rate Preferred ETF
-0.17%
-$107 
PBA Pembina Pipeline Corporation
-0.17%
-$595.76 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.16%
-$40 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.14%
-$23.94 
IWD iShares Russell 1000 Value ETF
-0.13%
-$2,954.16 
PYPL PayPal Holdings Inc
-0.12%
-$114.52 
BINC iShares Flexible Income Active ETF
-0.12%
-$103.44 
CGMU Capital Group Municipal Income ETF
-0.12%
-$9 
ILCV iShares Morningstar Value ETF
-0.11%
-$11,772.72 
DFLV Dimensional US Large Cap Value ETF
-0.1%
-$64.68 
NKE Nike, Inc. - Class B
-0.09%
-$135.9 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.08%
-$1,486.7 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.08%
-$36.2 
EIX Edison International
-0.07%
-$8.64 
IDA Idacorp Inc.
-0.07%
-$6.66 
LDSF First Trust Low Duration Opportunities ETF
-0.06%
-$424 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.06%
-$57.75 
MSCI MSCI Inc.
-0.05%
-$12.9 
IBTI iShares iBonds Dec 2028 Term ETF
-0.05%
-$386.29 
IUSV iShares Core S&P U.S. Value ETF
-0.04%
-$6.15 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$9.52 
GSST Goldman Sachs Access Ultra Short Bond Fund
-0.04%
-$0.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$16 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$153.76 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$171.52 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$186.46 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.02%
-$81.67 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$231.85 
LIFT Stone Ridge Trust – LifeX 2028 Income Bucket ETF
-0.02%
-$17.38 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$34.75 
NEAR iShares Short Maturity Bond ETF
-0.02%
-$2.96 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$3,835.62 
AMT American Tower Corporation
-0.02%
-$1.17 
BCKT LifeX 2030 Income Bucket ETF
-0.01%
-$58.69 
WAB Wabtec Corporation
-0.01%
-$0.44 
IVE ISHARES S&P 500 VALUE ETF
0%
-$14.65 Events
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Dividends
Dividend Analysis
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| Trades 4138 | Longs Won 2909/4138 70% | Profit Factor 23.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $285,133.03 |
| Average Win $51,439.03 | Best Trade (Oct 15) $8.52M | Sharpe Ratio -9.01 |
| Average Loss -$5,276.58 | Worst Trade (Oct 15) -$600,071.61 | Z-Score 15.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 6d | Expectancy $34,594.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 610 | $74,145.5 | $106,140 | - | $31,994.5 | 43.15% | +1.399% |
| AAPL Apple Inc. | 31,718 | $5.52M | $10.88M | - | $5.36M | 97.11% | +0.495% |
| ABBV AbbVie Inc. | 2,709 | $364,470.89 | $767,947.35 | - | $403,476.46 | 110.7% | +3.324% |
| ABT Abbott Laboratories | 1,575 | $158,393.35 | $162,177.75 | - | $3,784.4 | 2.39% | +0.351% |
| ACGL Arch Capital Group Ltd | 44 | $2,003.76 | $4,294.4 | - | $2,290.64 | 114.32% | +0.774% |
| ACHR Archer Aviation Inc. | 130 | $615 | $529.1 | - | -$85.9 | -13.97% | -8.333% |
| ACN Accenture plc Class A | 100 | $26,684 | $21,496 | - | -$5,188 | -19.44% | +0.656% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 60 | $6,982 | $7,552.2 | - | $570.2 | 8.17% | +0.127% |
| ADAM Adamas Trust, Inc. | 652 | $6,493.97 | $4,890 | - | -$1,603.97 | -24.7% | -1.51% |
| ADBE Adobe Inc. | 128 | $35,249.27 | $30,807.04 | - | -$4,442.23 | -12.6% | +1.862% |
| AEP American Electric Power Company, Inc. | 585 | $50,915.42 | $73,786.05 | - | $22,870.63 | 44.92% | +0.382% |
| AFL Aflac Inc. | 1,339 | $75,473.67 | $158,283.19 | - | $82,809.52 | 109.72% | +1.52% |
| AGG iShares Core U.S. Aggregate Bond ETF | 153 | $15,078.63 | $14,507.46 | - | -$571.17 | -3.79% | +0.116% |
| AGIX KraneShares AI and Tech ETF | 225 | $10,550 | $10,244.25 | - | -$305.75 | -2.9% | -4.127% |
| AI C3.ai Inc. | 75 | $2,582 | $875.25 | - | -$1,706.75 | -66.1% | -2.831% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 101 | $3,898.34 | $10,052.53 | - | $6,154.19 | 157.87% | -3.011% |
| ALB Albemarle Corporation | 25 | $3,376 | $2,449.25 | - | -$926.75 | -27.45% | +0.328% |
| ALC Alcon Inc. | 350 | $26,079 | $22,354.5 | - | -$3,724.5 | -14.28% | +1.381% |
| ALGN Align Technology, Inc. | 26 | $5,421.32 | $3,755.44 | - | -$1,665.88 | -30.73% | +0.627% |
| AMD Advanced Micro Devices, Inc. | 400 | $72,142.46 | $228,328 | - | $156,185.54 | 216.5% | -5.732% |
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FAQ
Which stocks have generated the highest profits for Wilson G. Saville?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.74M, Alphabet Inc - $2.43M, Alphabet Inc - $1.39M, Meta Platforms Inc Class A - $1.34M, and VANGUARD TOTAL STOCK MKT ETF - $1.33M. 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: M&T Bank Corporation - $133,908.3, CVS Health Corporation - $128,293.89, UnitedHealth Group Incorporated - $117,180.95, Bristol-Myers Squibb Company - $78,714.99, and Vanguard S&P Small-Cap 600 Value ETF - $71,469.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wilson G. Saville's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.99M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $997,231.28, iShares MSCI USA Min Vol Factor ETF - $828,490.54, iShares Future Exponential Technologies ETF - $616,465.5, iShares Morningstar Value ETF - $593,717.74, and Vanguard FTSE All-World ex-US ETF - $564,590.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wilson G. Saville's monthly returns?
Wilson G. Saville'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 Wilson G. Saville's strategy be considered aggressive or moderate?
Wilson G. Saville'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 Wilson G. Saville's strategy?
Wilson G. Saville'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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