PVI
Pine Valley Investments Ltd. Liability Co. Portfolio
Invests via Pine Valley Investments Ltd. Liability Co. | Managed by Andy Armstrong
Invests via Pine Valley Investments Ltd. Liability Co.
Managed by Andy Armstrong
Automatically Tracked
Company Profile
Pine Valley Investments Ltd. Liability Co. operates as a dynamic investment firm focusing on private equity and real estate opportunities across multiple sectors. Known for its innovative approach to asset acquisition, it has established a strong presence in both local and national markets. The firm's leadership leverages extensive industry experience to identify growth-oriented investments that drive value creation while positioning the company as a significant player within the alternative investment landscape. By blending operational insights with financial acumen, Pine Valley is dedicated to maximizing returns for its stakeholders while contributing positively to community development initiatives.
Pine Valley Investments Ltd. Liability Co. operates as a dynamic investment firm focusing on private equity and real estate opportunities across multiple sectors. Known for its innovative approach to asset acquisition, it has established a strong presence in both local and national markets. The firm's leadership leverages extensive industry experience to identify growth-oriented investments that drive value creation while positioning the company as a significant player within the alternative investment landscape. By blending operational insights with financial acumen, Pine Valley is dedicated to maximizing returns for its stakeholders while contributing positively to community development initiatives.
Investment Philosophy & Strategy
Pine Valley Investments Ltd. Liability Co. embraces a strategic focus on sector-specific growth opportunities within the private equity and real estate realms. Capitalizing on its robust industry connections, the firm actively seeks to unlock value through innovative acquisition methods while enhancing portfolio diversification across geographic markets. Emphasizing long-term stakeholder interests, decision-makers leverage analytical insights combined with practical operational expertise to navigate complex investment landscapes effectively. The firm's commitment extends beyond profit maximization; it is equally invested in fostering sustainable community enhancements as part of its holistic approach to capital deployment.
Pine Valley Investments Ltd. Liability Co. embraces a strategic focus on sector-specific growth opportunities within the private equity and real estate realms. Capitalizing on its robust industry connections, the firm actively seeks to unlock value through innovative acquisition methods while enhancing portfolio diversification across geographic markets. Emphasizing long-term stakeholder interests, decision-makers leverage analytical insights combined with practical operational expertise to navigate complex investment landscapes effectively. The firm's commitment extends beyond profit maximization; it is equally invested in fostering sustainable community enhancements as part of its holistic approach to capital deployment.
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:
93.89%
Gain +0.56%
Monthly
1.92%
Yearly
25.72%
Drawdown
21.54%
$2.27B
Equity
Holdings
$2.27B
Investment
$1.64B
$840.3M
Profit +$6.88M
Realized
$212.44M
Unrealized
$627.86M
Dividends
$94.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$6.88M
Win %
75%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$10.62M
Win %
75%
This Month
Compared to last month
Gain
-1.46%
Profit
-$33.62M
Win %
75%
This Year
Compared to last year
Gain
10.64%
Profit
$218.07M
Win %
74%
SLB Schlumberger Limited
+11.01%
+$21,580 
DLR Digital Realty Trust, Inc.
+11.01%
+$267,713.91 
ADBE Adobe Inc.
+6.1%
+$119,966.74 
ACN Accenture plc Class A
+5.95%
+$128,007 
VZ Verizon Communications Inc.
+5.84%
+$294,635.52 
TMUS T-Mobile US, Inc.
+5.67%
+$60,427.81 
CTSH Cognizant Technology Solutions Corporation
+5.67%
+$22,784.74 
T AT&T Inc.
+5.1%
+$132,685.02 
IT Gartner Inc.
+5.09%
+$14,457.63 
EQIX Equinix, Inc.
+4.9%
+$78,163.89 
BX Blackstone Inc.
+4.42%
+$108,218 
CRM Salesforce Inc
+4.29%
+$110,775.96 
GPN Global Payments Inc.
+3.93%
+$1.66M 
DAL Delta Air Lines, Inc.
+3.77%
+$14,427.2 
IBM International Business Machines Corporation
+3.65%
+$153,371.34 
SYK Stryker Corporation
+3.54%
+$26,034.24 
AAPL Apple Inc.
+3.53%
+$2.93M 
COKE Coca-Cola Consolidated Inc.
+3.51%
+$12,770.4 
GPC Genuine Parts Company
+3.46%
+$19,144.31 
ROP Roper Technologies Inc.
+3.44%
+$43,393.22 
LULU lululemon athletica inc.
+3.3%
+$60,334.5 
DHI D.R. Horton, Inc.
+3.27%
+$11,238.06 
PGR Progressive Corporation
+3.27%
+$7,212.91 
ADT ADT Inc.
+3.23%
+$563,134.22 
NTSK Netskope, Inc.
+3.22%
+$4,500 
BURL Burlington Stores Inc.
+3.09%
+$6,902.41 
LEN Lennar Corporation
+3.06%
+$10,082.67 
TTD The Trade Desk, Inc. Class A
+2.98%
+$4,570 
DE Deere & Company
+2.97%
+$259,872.92 
ADP Automatic Data Processing Inc.
+2.97%
+$69,042.92 
BRO Brown & Brown Inc.
+2.92%
+$11,796.48 
SPOT Spotify Technology S.A.
+2.92%
+$7,791.91 
TRV The Travelers Companies, Inc.
+2.89%
+$13,220.47 
HURN Huron Consulting Group Inc.
+2.85%
+$20,924.08 
LOW Lowe's Companies Inc.
+2.83%
+$72,781.28 
CDW CDW Corporation
+2.8%
+$40,389.66 
STLD Steel Dynamics Inc.
+2.72%
+$9,299.87 
BKNG Booking Holdings Inc.
+2.68%
+$8,797.02 
NUE Nucor Corporation
+2.66%
+$172,634.39 
PAYX Paychex Inc.
+2.61%
+$8,831.84 
HD The Home Depot, Inc.
+2.55%
+$253,153.58 
LMT Lockheed Martin Corporation
+2.46%
+$253,860.29 
XYL Xylem Inc.
+2.46%
+$5,892.48 
MRSH Marsh & McLennan Companies, Inc.
+2.46%
+$8,627.96 
AMTM Amentum Holdings, Inc.
+2.45%
+$42,808.5 
AJG Arthur J. Gallagher & Co.
+2.3%
+$48,510.91 
ABT Abbott Laboratories
+2.29%
+$99,734.16 
TAP Molson Coors Beverage Company
+2.27%
+$244,779.72 
TOL Toll Brothers Inc
+2.27%
+$29,880 
KMB Kimberly-Clark Corporation
+2.23%
+$77,316.5 
XLRE The Real Estate Select Sector SPDR Fund
+2.23%
+$8,471 
BDX Becton, Dickinson and Company
+2.22%
+$18,231.42 
ITW Illinois Tool Works Inc.
+2.21%
+$63,171.18 
SNA Snap-on Inc.
+2.2%
+$5,400.2 
ADSK Autodesk, Inc.
+2.19%
+$9,366.16 
DIS The Walt Disney Company
+2.18%
+$35,406.56 
ALL Allstate Corporation
+2.14%
+$7,025.05 
ECL Ecolab Inc.
+2.13%
+$11,489.26 
AXON Axon Enterprise, Inc.
+2.12%
+$51,166.49 
RKT Rocket Companies, Inc. Class A
+2.11%
+$3,429.27 
EMR Emerson Electric Co.
+2.1%
+$48,193.28 
TEL TE Connectivity plc
+2.09%
+$7,146.32 
SPG Simon Property Group, Inc.
+2.03%
+$43,880.98 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.02%
+$5,241.72 
KR Kroger Co.
+1.99%
+$3,476.52 
MCK McKesson Corporation
+1.99%
+$43,650.68 
MPLX MPLX LP
+1.98%
+$8,782.56 
PPG PPG Industries Inc.
+1.98%
+$26,388 
J Jacobs Solutions Inc.
+1.94%
+$57,369.6 
XLB Materials Select Sector SPDR Fund
+1.93%
+$10,155.9 
GFF Griffon Corporation
+1.92%
+$7,041.78 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$58,629.54 
SFM Sprouts Farmers Market, Inc.
+1.91%
+$155,635.2 
RJF Raymond James Financial Inc.
+1.9%
+$4,825.32 
FAST Fastenal Co.
+1.89%
+$9,249.84 
TDG TransDigm Group Inc.
+1.89%
+$7,047.04 
NDAQ Nasdaq, Inc.
+1.85%
+$7,394.74 
CB Chubb Limited
+1.84%
+$28,002 
ICE Intercontinental Exchange, Inc.
+1.8%
+$36,233.24 
MMM 3M Company
+1.79%
+$309,535.71 
BLK BlackRock, Inc.
+1.78%
+$83,998.43 
MA Mastercard Incorporated
+1.77%
+$26,432.74 
NFLX Netflix, Inc.
+1.74%
+$82,604.12 
RTX RTX Corporation
+1.74%
+$122,973.17 
NKE Nike, Inc. - Class B
+1.73%
+$29,319.45 
PLD Prologis Inc.
+1.73%
+$60,320.32 
SKYY First Trust Cloud Computing ETF
+1.73%
+$4,558.42 
CMCSA Comcast Corp
+1.71%
+$19,726.12 
TGT Target Corporation
+1.71%
+$9,715.2 
SYY Sysco Corporation
+1.69%
+$5,155.68 
AON Aon plc
+1.66%
+$58,341.7 
ISRG Intuitive Surgical, Inc.
+1.65%
+$12,878.03 
NOC Northrop Grumman Corporation
+1.64%
+$34,838.56 
LDOS Leidos Holdings Inc.
+1.64%
+$15,817.59 
ARE Alexandria Real Estate Equities, Inc.
+1.64%
+$4,542.8 
SFLO VS Small Cap Free Cash Flow ETF
+1.62%
+$7,502.91 
JNJ Johnson & Johnson
+1.59%
+$487,253.27 
SYF Synchrony Financial
+1.57%
+$46,290.45 
SHOP Shopify Inc.
+1.56%
+$22,692.25 
F Ford Motor Company
+1.55%
+$12,167.1 
FSM Fortuna Mining Corp
+1.54%
+$38,891.32 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.54%
+$3,698.82 
SPGI S&P Global Inc.
+1.52%
+$75,155.08 
VFLO VictoryShares Free Cash Flow ETF
+1.52%
+$120,745.44 
ORLY O'Reilly Automotive Inc.
+1.5%
+$6,860.22 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$18,225.06 
OHI Omega Healthcare Investors Inc.
+1.47%
+$4,305 
MDT Medtronic plc
+1.46%
+$11,828.38 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+1.45%
+$5,343.19 
TRTX Tpg Re Finance Trust Inc.
+1.41%
+$3,180 
CALY BlackRock Short-Term California Muni Bond ETF
+1.4%
+$3,888.75 
AGO Assured Guaranty Ltd.
+1.39%
+$296,520.12 
SPDV AAM S&P 500 High Dividend Value ETF
+1.36%
+$32,532.66 
GE General Electric Company
+1.35%
+$88,219.42 
GIS General Mills, Inc.
+1.35%
+$7,768.78 
KO The Coca-Cola Company
+1.33%
+$44,384.76 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.32%
+$19,306.38 
DVY iShares Select Dividend ETF
+1.31%
+$4,137.73 
FTCS First Trust Capital Strength ETF
+1.31%
+$25,085.34 
GD General Dynamics Corporation
+1.3%
+$3,893.59 
WY Weyerhaeuser Company
+1.27%
+$4,114.5 
MO Altria Group, Inc.
+1.26%
+$40,096.33 
BAC Bank of America Corporation
+1.26%
+$13,844.58 
HSY The Hershey Company
+1.25%
+$4,255.2 
VAW Vanguard Materials ETF
+1.25%
+$3,060.08 
PEP PepsiCo, Inc.
+1.25%
+$87,501.44 
CSCO Cisco Systems, Inc.
+1.25%
+$50,345.46 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$82,655 
AMT American Tower Corporation
+1.23%
+$19,048.69 
AMGN Amgen Inc.
+1.22%
+$20,425.5 
KHC The Kraft Heinz Company
+1.22%
+$2,078.24 
APD Air Products and Chemicals, Inc.
+1.22%
+$94,314.84 
FLV American Century Focused Large Cap Value ETF
+1.21%
+$32,131.17 
REVS Columbia Research Enhanced Value ETF
+1.21%
+$2,739.77 
GSK GSK plc Sponsored ADR
+1.2%
+$7,836.67 
LIN Linde plc
+1.18%
+$2,759.49 
V Visa Inc. Class A
+1.18%
+$147,151.45 
SDY SPDR S&P Dividend ETF
+1.18%
+$5,482.49 
VOE Vanguard Mid-Cap Value ETF
+1.15%
+$3,679.07 
CI The Cigna Group
+1.15%
+$52,014.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$6,031.36 
BN Brookfield Corporation
+1.12%
+$2,425.58 
WSFS WSFS Financial Corporation
+1.11%
+$6,869.28 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$15,171.72 
TFC Truist Financial Corporation
+1.09%
+$9,000.88 
PSLV Sprott Physical Silver Trust
+1.08%
+$48,067 
NJR New Jersey Resources Corporation
+1.08%
+$3,274.87 
YUM Yum! Brands, Inc.
+1.05%
+$4,522.9 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.05%
+$173,794.95 
ZTS Zoetis Inc.
+1.05%
+$4,645.68 
VDC VANGUARD CONSUMER STAPLES ETF
+1.04%
+$2,620.26 
SLV iShares Silver Trust
+1.02%
+$33,480.57 
USB U.S. Bancorp
+1.01%
+$3,558.4 
IGV iShares Expanded Tech-Software Sector ETF
+1.01%
+$3,489.21 
REVBW Revelation Biosciences, Inc. Warrant
+1.01%
+$24.54 
DEO Diageo plc Sponsored ADR
+1%
+$8,238.56 
SOLV Solventum Corporation
+1%
+$5,633.33 
WMT Walmart Inc.
+0.99%
+$72,725.76 
PM Philip Morris International Inc.
+0.98%
+$17,901.36 
UNP Union Pacific Corporation
+0.98%
+$28,961.33 
DUK Duke Energy Corporation
+0.97%
+$21,875.03 
COST Costco Wholesale Corporation
+0.97%
+$69,948.3 
APLE Apple Hospitality REIT, Inc.
+0.96%
+$7,063.84 
ABBV AbbVie Inc.
+0.95%
+$184,364.89 
JPM JPMorgan Chase & Co.
+0.95%
+$153,656.82 
BMY Bristol-Myers Squibb Company
+0.94%
+$24,315.34 
FLCV Federated Hermes MDT Large Cap Value ETF
+0.94%
+$2,560.69 
WEC WEC Energy Group Inc.
+0.92%
+$2,125.2 
EXPE Expedia Group, Inc.
+0.9%
+$4,674 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$5,785.84 
IVE ISHARES S&P 500 VALUE ETF
+0.9%
+$6,964.86 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$19,252.27 
XLC Communication Services Select Sector SPDR Fund
+0.87%
+$17,035.64 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$12,735.18 
XLF Financial Select Sector SPDR Fund
+0.86%
+$34,174.08 
LLY Eli Lilly and Company
+0.86%
+$120,264.26 
FXH First Trust Health Care AlphaDEX Fund
+0.84%
+$5,418.86 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$53,652 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$4,218.6 
APTV Aptiv PLC
+0.8%
+$1,475.11 
ITA iShares U.S. Aerospace & Defense ETF
+0.8%
+$3,015.89 
CSX CSX Corporation
+0.8%
+$3,607.8 
CVS CVS Health Corporation
+0.8%
+$15,997 
MDLZ Mondelez International, Inc.
+0.78%
+$4,183.01 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$23,860.79 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.78%
+$75,237.92 
NSP Insperity Inc.
+0.77%
+$176,385.66 
KGC Kinross Gold Corporation
+0.76%
+$24,139.44 
FJP First Trust Japan AlphaDEX Fund
+0.76%
+$2,269.95 
MCD McDonald's Corporation
+0.75%
+$38,287.03 
CL Colgate-Palmolive Company
+0.74%
+$20,156.22 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$22,704.16 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$8,477.1 
STZ Constellation Brands, Inc.
+0.69%
+$4,379.69 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$4,862.48 
SO The Southern Company
+0.67%
+$6,678.1 
LYV Live Nation Entertainment, Inc.
+0.67%
+$19,071.35 
STT State Street Corp
+0.65%
+$8,170.4 
GOOGL Alphabet Inc
+0.65%
+$168,966.33 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.63%
+$30,895.83 
REGN Regeneron Pharmaceuticals, Inc.
+0.63%
+$20,262.4 
RDVI FT Vest Rising Dividend Achievers Fund
+0.63%
+$3,129.12 
WM Waste Management, Inc.
+0.62%
+$5,020.16 
EOG EOG Resources, Inc.
+0.62%
+$1,542.58 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$5,022.22 
NSC Norfolk Southern Corporation
+0.6%
+$9,243.95 
UPS United Parcel Service, Inc.
+0.6%
+$17,994.56 
WSO Watsco Inc.
+0.6%
+$1,874.88 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.6%
+$12,425.4 
RECS Columbia Research Enhanced Core ETF
+0.59%
+$63,330.02 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$5,573.36 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$4,693.95 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$2,401.72 
VHT Vanguard Health Care ETF
+0.58%
+$3,354.57 
FTNT Fortinet Inc.
+0.55%
+$103,027.48 
VCR Vanguard Consumer Discretionary ETF
+0.54%
+$1,386.01 
CTVA Corteva Inc.
+0.53%
+$4,285.46 
EXC Exelon Corporation
+0.53%
+$2,568.75 
VTV Vanguard Value ETF
+0.53%
+$43,924.71 
CEF Sprott Physical Gold and Silver Trust
+0.53%
+$1,254.12 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.5%
+$8,254.17 
EFA iShares MSCI EAFE ETF
+0.5%
+$7,629.6 
NFTY First Trust India Nifty 50 Equal Weight ETF
+0.49%
+$5,213.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$1,787.5 
IGLD FT Vest Gold Strategy Target Fund
+0.48%
+$2,326 
TJX The TJX Companies, Inc.
+0.48%
+$13,364.4 
BXSL Blackstone Secured Lending Fund
+0.48%
+$14,554.87 
TD The Toronto-Dominion Bank
+0.47%
+$2,308.88 
FDN First Trust Dow Jones Internet Index Fund
+0.47%
+$7,708.85 
MRK Merck & Co., Inc.
+0.45%
+$31,919.97 
AEE Ameren Corporation
+0.45%
+$2,019.09 
CCI Crown Castle Inc.
+0.44%
+$4,088.04 
OUT OUTFRONT Media Inc.
+0.44%
+$1,290.09 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$7,801.6 
MMIN NYLI MacKay Muni Insured ETF
+0.42%
+$2,764.5 
RDVY First Trust Rising Dividend Achievers ETF
+0.41%
+$94,536.42 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$2,715.39 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$5,204.22 
XLE Energy Select Sector SPDR Fund
+0.4%
+$15,630 
XLI Industrial Select Sector SPDR Fund
+0.4%
+$10,450.8 
JHMM John Hancock Multifactor Mid Cap ETF
+0.39%
+$43,950.95 
CME CME Group Inc.
+0.39%
+$2,232.43 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+0.38%
+$2,893.77 
IWN iShares Russell 2000 Value ETF
+0.38%
+$2,882.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$4,171.05 
FEP First Trust Europe AlphaDEX Fund
+0.36%
+$1,234.92 
SCHW Charles Schwab Corporation
+0.35%
+$7,945.2 
IQV IQVIA Holdings Inc.
+0.35%
+$31,048.79 
FXI iShares China Large-Cap ETF
+0.35%
+$1,826.16 
EES WisdomTree U.S. SmallCap Fund
+0.33%
+$1,707.22 
PAVE Global X U.S. Infrastructure Development ETF
+0.31%
+$1,844.64 
PG Procter & Gamble Co
+0.3%
+$18,622.56 
VO Vanguard Mid-Cap ETF
+0.29%
+$13,832.2 
GDX VanEck Gold Miners ETF
+0.28%
+$5,147.8 
KMI Kinder Morgan, Inc.
+0.28%
+$2,712.06 
PYPL PayPal Holdings Inc
+0.27%
+$2,839.35 
TT Trane Technologies plc
+0.27%
+$4,647.68 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.26%
+$2,398.68 
MBB iShares MBS ETF
+0.25%
+$532.22 
TAXF American Century Diversified Municipal Bond ETF
+0.24%
+$4,062.6 
GOOG Alphabet Inc
+0.24%
+$83,313.31 
C Citigroup Inc.
+0.23%
+$1,245.89 
JIVE JPMorgan International Value ETF
+0.23%
+$33,848.66 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.23%
+$31,168.3 
DD DuPont de Nemours, Inc.
+0.22%
+$708.51 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$3,153.2 
SVM Silvercorp Metals Inc.
+0.21%
+$260 
GDXJ VanEck Junior Gold Miners ETF
+0.2%
+$3,361 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$825.57 
FSMB First Trust Short Duration Managed Municipal ETF
+0.2%
+$2,401.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$733.5 
VB Vanguard Small-Cap ETF
+0.19%
+$4,682.63 
CVX Chevron Corporation
+0.19%
+$18,278.62 
ISPY ProShares S&P High Income ETF
+0.19%
+$25,138.62 
BNDX Vanguard Total International Bond ETF
+0.19%
+$400.95 
AWK American Water Works Company, Inc.
+0.19%
+$761 
LHX L3Harris Technologies, Inc.
+0.18%
+$888.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$3,449.28 
FTSL First Trust Senior Loan ETF
+0.18%
+$851.92 
JHMU John Hancock Dynamic Municipal Bond ETF
+0.17%
+$519.18 
URI United Rentals, Inc.
+0.17%
+$10,667.18 
JMUB JPMorgan Municipal Bond ETF
+0.16%
+$2,612.24 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.16%
+$710.7 
EPS WisdomTree U.S. LargeCap Fund
+0.15%
+$3,435.36 
JBND JPMorgan Active Bond ETF
+0.15%
+$27,192.32 
MELI MercadoLibre, Inc.
+0.15%
+$632.94 
BA Boeing Company
+0.14%
+$2,236.77 
CZR Caesars Entertainment, Inc.
+0.13%
+$444.64 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$405.87 
PHYS Sprott Physical Gold Trust
+0.13%
+$4,434.08 
MODL VictoryShares WestEnd U.S. Sector ETF
+0.12%
+$833.84 
ESGU iShares ESG Aware MSCI USA ETF
+0.11%
+$375.13 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.11%
+$351 
IR Ingersoll Rand Inc.
+0.11%
+$281.79 
UITB VictoryShares Core Intermediate Bond ETF
+0.11%
+$28,507.14 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$593.79 
GLD SPDR Gold Shares
+0.1%
+$5,808.68 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$106,477.5 
IVV iShares Core S&P 500 ETF
+0.1%
+$18,584.85 
BWA BorgWarner Inc.
+0.09%
+$382.5 
SLVR Sprott Silver Miners & Physical Silver ETF
+0.09%
+$2,219.58 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$507.08 
MOS Mosaic Company
+0.09%
+$169.66 
JCPB JPMorgan Core Plus Bond ETF
+0.09%
+$3,225.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$1,618.19 
DIAL Columbia Diversified Fixed Income Allocation ETF
+0.08%
+$12,344.06 
MMIT NYLI MacKay Muni Intermediate ETF
+0.08%
+$324 
FMB First Trust Managed Municipal Fund
+0.08%
+$2,056.11 
VOO Vanguard S&P 500 ETF
+0.08%
+$10,059.25 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$172.86 
NYF iShares New York Muni Bond ETF
+0.08%
+$1,406.16 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$1,848.78 
JPIE JPMorgan Income ETF
+0.07%
+$640.65 
EBAY eBay Inc.
+0.06%
+$221.2 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$1,341.3 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$1,144.04 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$703.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$7,250.85 
JCI Johnson Controls International plc
+0.06%
+$555.91 
WTRG Essential Utilities Inc.
+0.05%
+$537.48 
COP ConocoPhillips
+0.05%
+$400.8 
PEG Public Service Enterprise Group Incorporated
+0.05%
+$282.72 
FTCB First Trust Core Investment Grade ETF
+0.05%
+$11,595.98 
LGOV First Trust Long Duration Opportunities ETF
+0.05%
+$145.84 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.04%
+$1,098.84 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.04%
+$120.46 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$8,377.94 
USTB VictoryShares Short-Term Bond ETF
+0.04%
+$2,331.12 
SBUX Starbucks Corporation
+0.04%
+$1,354.16 
FHYS Federated Hermes Short Duration High Yield ETF
+0.04%
+$411.91 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,458.11 
XOM Exxon Mobil Corporation
+0.03%
+$6,494.9 
MSFT Microsoft Corp.
+0.03%
+$12,878.87 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$78.03 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$1,332.24 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$755.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$333.93 
BUFR FT Vestladder Buffer ETF-USD I
+0.03%
+$1,653.3 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$856.5 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$603.45 
JSI Janus Henderson Securitized Income ETF
+0.02%
+$2,017.36 
TIP iShares TIPS Bond ETF
+0.01%
+$95.75 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HPS John Hancock Preferred Income Fund III
0%
$0 
JHCR
0%
$0 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRWV CoreWeave, Inc.
-11.37%
-$49,575.93 
RKLB Rocket Lab Corporation
-8.69%
-$25,280.64 
IREN IREN Limited
-8.65%
-$107,265.6 
OKLO Oklo Inc.
-8.52%
-$73,042.5 
ARM Arm Holdings plc American Depositary Receipt
-8.14%
-$261,137.16 
INTC Intel Corporation
-7.89%
-$285,835.76 
NNE Nano Nuclear Energy Inc.
-7.64%
-$13,312.8 
MRVL Marvell Technology, Inc.
-7.21%
-$630,143.73 
MU Micron Technology, Inc.
-6.99%
-$1.32M 
HUT Hut 8 Corp.
-6.53%
-$36,595.2 
UAMY United States Antimony Corporation
-6.17%
-$3,407.48 
GLW Corning Incorporated
-6.03%
-$496,293.23 
MTZ MasTec, Inc. Common Stock
-5.86%
-$42,039.98 
AMAT Applied Materials, Inc.
-4.72%
-$777,835.06 
LRCX Lam Research Corporation
-4.56%
-$604,320.3 
VRT Vertiv Holdings Co
-4.5%
-$119,809.61 
UBER Uber Technologies, Inc.
-4.31%
-$95,467.68 
AXP American Express Company
-4.3%
-$85,100.61 
PWR Quanta Services Inc.
-4.28%
-$17,251.3 
ORCL Oracle Corporation
-4.21%
-$324,336.31 
LUCD Lucid Diagnostics Inc.
-4.06%
-$1,316.47 
GPS Gap Inc-The
-3.92%
-$9,192.26 
HOG Harley-Davidson Inc.
-3.88%
-$2.35M 
KLAC KLA Corporation
-3.75%
-$61,903.4 
DOW Dow Inc.
-3.43%
-$140,551.76 
VST Vistra Corp
-3.31%
-$63,980 
PSKY Paramount Skydance Corporation Class B Common Stock
-3.3%
-$11,153.8 
AMD Advanced Micro Devices, Inc.
-3.29%
-$132,216.15 
SMH VanEck Semiconductor ETF
-3.28%
-$34,661.86 
ABAT American Battery Technology Company
-3.07%
-$752.78 
APH Amphenol Corporation
-3.02%
-$140,267.39 
URA Global X Uranium ETF
-3.02%
-$84,107.96 
JBL Jabil Inc.
-2.93%
-$9,204.31 
NXPI NXP Semiconductors N.V.
-2.9%
-$162,698.95 
AVGO Broadcom Inc.
-2.69%
-$105,204.5 
ETN Eaton Corporation plc
-2.66%
-$27,307.12 
PCT PureCycle Technologies, Inc.
-2.66%
-$4,034.4 
Q Qnity Electronics Inc.
-2.6%
-$11,941.21 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$7,621.07 
JTEK JPMorgan U.S. Tech Leaders ETF
-2.53%
-$348,774.65 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.43%
-$28,736.1 
QCOM QUALCOMM Incorporated
-2.42%
-$123,011.82 
PDP Invesco Dorsey Wright Momentum ETF
-2.28%
-$11,843.2 
GEHC GE HealthCare Technologies Inc.
-2.27%
-$4,292.04 
ADI Analog Devices, Inc.
-2.19%
-$69,439.01 
MSTR Strategy Inc.
-2.09%
-$8,682.8 
TSLA Tesla, Inc.
-2.08%
-$152,467.4 
FLR Fluor Corporation
-2.01%
-$21,818.37 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$46,128.94 
CE Celanese Corporation
-1.94%
-$769,794.36 
TXN Texas Instruments Inc
-1.9%
-$99,527.77 
XCEM Columbia EM Core ex-China ETF
-1.89%
-$203,598.76 
PFE Pfizer Inc.
-1.88%
-$68,399.57 
META Meta Platforms Inc Class A
-1.8%
-$394,275.62 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$29,660.34 
APP AppLovin Corporation Class A Common Stock
-1.73%
-$85,229.19 
AKAM Akamai Technologies Inc.
-1.7%
-$8,390 
BABA Alibaba Group Holding Limited SP ADR
-1.68%
-$15,359.98 
WMB The Williams Companies, Inc.
-1.66%
-$8,846.25 
NEM Newmont Corporation
-1.61%
-$11,415.33 
GEV GE Vernova Inc.
-1.59%
-$93,082.94 
FV First Trust Dorsey Wright Focus 5 ETF
-1.49%
-$8,261.4 
ANET Arista Networks, Inc.
-1.48%
-$26,281.12 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$177,802.88 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.43%
-$6,495.58 
FCX Freeport-McMoRan Inc.
-1.42%
-$10,182.6 
NRG NRG Energy, Inc.
-1.37%
-$89,656.78 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.37%
-$4,650.65 
MOH Molina Healthcare Inc.
-1.37%
-$500,475.61 
ARWR Arrowhead Pharmaceuticals Inc.
-1.36%
-$22,200.52 
XMMO Invesco S&P MidCap Momentum ETF
-1.31%
-$5,035.3 
CF CF Industries Holdings, Inc.
-1.29%
-$60,207.68 
HON Honeywell International Inc.
-1.27%
-$20,136.54 
GS The Goldman Sachs Group, Inc.
-1.25%
-$126,117.92 
PDS Precision Drilling Corporation
-1.25%
-$162,426 
PBR Petrobras S.A. Sponsored ADR
-1.21%
-$207 
FTC First Trust Large Cap Growth Fund
-1.19%
-$3,933.37 
GILD Gilead Sciences Inc.
-1.18%
-$3,761.85 
HL Hecla Mining Company
-1.18%
-$19,180.26 
ACP abrdn Income Credit Strategies Fund
-1.16%
-$723 
XBI SPDR S&P Biotech ETF
-1.15%
-$20,209 
SOFI SoFi Technologies, Inc.
-1.14%
-$4,484.95 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$81,497 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$474,968.17 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.99%
-$3,719.52 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$49,503.93 
MPC Marathon Petroleum Corporation
-0.97%
-$10,535.31 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$14,247.42 
VGT Vanguard Information Technology ETF
-0.95%
-$17,143.52 
GBTC Grayscale Bitcoin Trust ETF
-0.94%
-$8,414.88 
NVDA NVIDIA Corporation
-0.92%
-$669,558.11 
VLO Valero Energy Corporation
-0.9%
-$3,215.41 
DINO HF Sinclair Corporation
-0.89%
-$6,693.64 
GDLC Grayscale Digital Large Cap Fund LLC
-0.87%
-$1,800 
AG First Majestic Silver Corp
-0.85%
-$6,414.1 
IBIT iShares Bitcoin Trust
-0.83%
-$14,685.14 
SBSW Sibanye Stillwater Ltd - ADR
-0.83%
-$2,408.7 
VBK Vanguard Small-Cap Growth ETF
-0.82%
-$5,958.62 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$10,640.8 
IWY iShares Russell Top 200 Growth ETF
-0.78%
-$3,948.49 
FNY First Trust Mid Cap Growth Fund
-0.77%
-$4,616.84 
VLY Valley National Bancorp
-0.76%
-$1,879.57 
IFV First Trust Dorsey Wright Focus 5 International Fund
-0.73%
-$6,271.11 
NVS Novartis AG Sponsored ADR
-0.72%
-$11,145.24 
CDE Coeur Mining, Inc.
-0.72%
-$7,274.74 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$70,558.74 
WBD Warner Bros. Discovery, Inc.
-0.69%
-$197,628.12 
CMG Chipotle Mexican Grill, Inc.
-0.69%
-$2,429.22 
FDT First Trust Developed Markets ex-US Fund
-0.69%
-$8,036.73 
EQT EQT Corporation
-0.67%
-$147,051.77 
COPP Sprott Copper Miners ETF
-0.67%
-$10,934.92 
UNH UnitedHealth Group Incorporated
-0.67%
-$29,579.08 
AMZN Amazon.com Inc
-0.66%
-$216,504 
CAT Caterpillar Inc.
-0.65%
-$42,569.87 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.62%
-$1,908.08 
COPJ Sprott Junior Copper Miners ETF
-0.6%
-$6,481.18 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.57%
-$4,181.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$3,426.08 
PANW Palo Alto Networks, Inc.
-0.56%
-$37,892.75 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-0.56%
-$1,037.7 
DVN Devon Energy Corporation
-0.55%
-$12,888.2 
ULTA Ulta Beauty Inc.
-0.54%
-$15,212.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$11,612.8 
OXY Occidental Petroleum Corporation
-0.52%
-$1,041.3 
DHR Danaher Corporation
-0.52%
-$13,289 
CNC Centene Corporation
-0.52%
-$333,451.47 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$26,830.02 
D Dominion Energy, Inc.
-0.5%
-$2,016.01 
HUBB Hubbell Inc.
-0.47%
-$1,406.06 
CEG Constellation Energy Corporation
-0.45%
-$6,925 
IBB iShares Biotechnology ETF
-0.44%
-$3,319.68 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.43%
-$1,373.43 
SCHE Schwab Emerging Markets Equity ETF
-0.42%
-$2,129.85 
BUYW Main Buywrite ETF
-0.41%
-$9,791.04 
FANG Diamondback Energy Inc
-0.39%
-$10,518.11 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.39%
-$2,736.93 
CARR Carrier Global Corporation
-0.39%
-$2,286.09 
TNGY Tortoise Energy Fund, Inc.
-0.38%
-$571.96 
PLTR Palantir Technologies Inc.
-0.36%
-$30,037.5 
PAAS Pan American Silver Corp.
-0.36%
-$12,406.32 
VUG Vanguard Growth ETF
-0.36%
-$35,330.4 
FLCG Federated Hermes MDT Large Cap Growth ETF
-0.35%
-$1,689.64 
IMTM iShares MSCI International Momentum Factor ETF
-0.34%
-$2,462.04 
GHY PGIM Global High Yield Fund, Inc.
-0.34%
-$500 
MS Morgan Stanley
-0.33%
-$2,488.46 
VTWO Vanguard Russell 2000 ETF
-0.32%
-$2,034.88 
IWM iShares Russell 2000 ETF
-0.32%
-$30,542.62 
KEY KeyCorp
-0.31%
-$4,556.79 
MDB MongoDB Inc.
-0.31%
-$1,893.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$866.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$732.82 
BP BP p.l.c. Sponsored ADR
-0.25%
-$569.69 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$209.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$13,694.82 
BBH VanEck Biotech ETF
-0.23%
-$906.36 
FDX FedEx Corporation
-0.21%
-$10,156.89 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.21%
-$564.3 
SILJ Amplify Junior Silver Miners ETF
-0.2%
-$740.75 
IXUS iShares Core International Stock ETF
-0.19%
-$1,534.32 
CTOS Custom Truck One Source, Inc.
-0.18%
-$1,360 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,885.73 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.16%
-$22,266.43 
MCO Moody's Corporation
-0.16%
-$5,068.19 
SCHF Schwab International Equity ETF
-0.15%
-$1,078.77 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$390.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.12%
-$317.1 
EQX Equinox Gold Corp.
-0.11%
-$155.16 
PSX Phillips 66
-0.1%
-$1,085.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$12,966.73 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.1%
-$241 
BIT BlackRock Multi-Sector Income Trust
-0.08%
-$117.15 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$210.6 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$9,994.32 
MNST Monster Beverage Corporation
-0.07%
-$248.5 
OKE ONEOK, Inc.
-0.07%
-$1,838.27 
VT Vanguard Total World Stock ETF
-0.07%
-$551.32 
CMI Cummins Inc.
-0.06%
-$242.07 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$629.95 
PPL PPL Corporation
-0.06%
-$118.72 
SNPE Xtrackers S&P 500 ESG ETF
-0.04%
-$770.97 
CRUX Columbia Core Bond ETF
-0.03%
-$4,465.1 
ACWI iShares MSCI ACWI ETF
-0.03%
-$204.6 
DGX Quest Diagnostics Inc.
-0.02%
-$798 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$179.3 
SNPS Synopsys, Inc.
-0.01%
-$190.56 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.01%
-$689.74 
NEE NextEra Energy, Inc.
-0.01%
-$580.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5631 | Longs Won 4009/5631 71% | Profit Factor 10.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $232,249.39 | Best Trade (Jul 29) $39.53M | Sharpe Ratio -10.67 |
| Average Loss -$55,972.11 | Worst Trade (Mar 31) -$2.99M | Z-Score 28.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $149,227.68 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Pine Valley Investments Ltd. Liability Co.?
The largest contributions to the portfolio's profits come from the following stocks: Warner Bros. Discovery, Inc - $47.47M, New Gold Inc - $22.86M, Alibaba Group Holding Limited SP ADR - $14.29M, Assured Guaranty Ltd - $11.72M, and Kinross Gold Corporation - $9.5M. 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: Caesars Entertainment, Inc - $3.53M, UnitedHealth Group Incorporated - $3.51M, Gartner Inc - $2.52M, Adobe Inc - $2.35M, and PayPal Holdings Inc - $1.99M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pine Valley Investments Ltd. Liability Co.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $94.74M earned over time. The largest contributors to dividend income include First Trust TCW Opportunistic Fixed Income Fund - $3.96M, Janus Henderson AAA CLO ETF - $3.4M, SPDR S&P 500 ETF Trust - $3.28M, JPMorgan Nasdaq Equity Premium Income ETF - $3.01M, and Columbia Diversified Fixed Income Allocation ETF - $2.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pine Valley Investments Ltd. Liability Co.'s monthly returns?
Pine Valley Investments Ltd. Liability Co.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Pine Valley Investments Ltd. Liability Co.'s strategy be considered aggressive or moderate?
Pine Valley Investments Ltd. Liability Co.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Pine Valley Investments Ltd. Liability Co.'s strategy?
Pine Valley Investments Ltd. Liability Co.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
