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:
111.93%
Gain -0.27%
Monthly
2%
Yearly
26.84%
Drawdown
21.55%
$2.39B
Equity
Holdings
$2.39B
Investment
$1.74B
$921.34M
Profit -$1.87M
Realized
$268.86M
Unrealized
$652.48M
Dividends
$97.69M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$1.87M
Win %
72%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$1.87M
Win %
72%
This Month
Compared to last month
Gain
-1.21%
Profit
-$29.23M
Win %
72%
This Year
Compared to last year
Gain
1.82%
Profit
$42.87M
Win %
72%
NTSK Netskope, Inc.
+15.65%
+$30,820 
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$1.61M 
PANW Palo Alto Networks, Inc.
+13.1%
+$578,625.37 
FTNT Fortinet Inc.
+9.04%
+$1.55M 
ADSK Autodesk, Inc.
+7.78%
+$33,572.43 
NOW ServiceNow, Inc.
+7.41%
+$309,496.94 
CTSH Cognizant Technology Solutions Corporation
+6.83%
+$40,057 
RXRX Recursion Pharmaceuticals, Inc.
+6.56%
+$3,466.26 
ACN Accenture plc Class A
+6.05%
+$221,198.37 
CIBR First Trust NASDAQ Cybersecurity ETF
+5.99%
+$644,636.75 
SPOT Spotify Technology S.A.
+5.87%
+$16,195.2 
MDB MongoDB Inc.
+5.54%
+$43,372.8 
AJG Arthur J. Gallagher & Co.
+5.4%
+$120,116.92 
ADBE Adobe Inc.
+5.3%
+$77,759.92 
IGV iShares Expanded Tech-Software Sector ETF
+5.02%
+$20,390.19 
MOH Molina Healthcare Inc.
+4.85%
+$1.67M 
CRM Salesforce Inc
+4.68%
+$217,824.8 
MSTR Strategy Inc.
+4.56%
+$26,888.88 
CNC Centene Corporation
+4.46%
+$2.26M 
HURN Huron Consulting Group Inc.
+4.33%
+$43,732 
COKE Coca-Cola Consolidated Inc.
+4.18%
+$16,555.24 
DDOG Datadog, Inc. Class A Common Stock
+4%
+$1,202.24 
GSK GSK plc Sponsored ADR
+3.99%
+$23,710.08 
ABTC Gryphon Digital Mining, Inc
+3.97%
+$21.51 
SHOP Shopify Inc.
+3.94%
+$65,858.4 
YUM Yum! Brands, Inc.
+3.89%
+$16,367.24 
NFLX Netflix, Inc.
+3.79%
+$242,155.71 
HONA Honeywell Aerospace Inc.
+3.68%
+$36,066.54 
PLTR Palantir Technologies Inc.
+3.65%
+$413,573.9 
CI The Cigna Group
+3.35%
+$121,229.03 
MCK McKesson Corporation
+3.31%
+$76,661.64 
BRO Brown & Brown Inc.
+3.24%
+$13,687.25 
GOOGL Alphabet Inc
+3.23%
+$882,801.81 
MDT Medtronic plc
+3.18%
+$28,931.79 
APP AppLovin Corporation Class A Common Stock
+3.15%
+$124,950.12 
ADP Automatic Data Processing Inc.
+3.13%
+$83,387.44 
GOOG Alphabet Inc
+3.07%
+$1.08M 
LDOS Leidos Holdings Inc.
+3.06%
+$34,570.4 
AON Aon plc
+2.91%
+$90,113.94 
BDX Becton, Dickinson and Company
+2.85%
+$27,996.92 
META Meta Platforms Inc Class A
+2.72%
+$692,459.28 
SKYY First Trust Cloud Computing ETF
+2.71%
+$8,922.5 
SOLV Solventum Corporation
+2.7%
+$17,228 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.55%
+$13,028.31 
EXPE Expedia Group, Inc.
+2.5%
+$22,193.71 
ISRG Intuitive Surgical, Inc.
+2.39%
+$19,800.92 
MO Altria Group, Inc.
+2.38%
+$103,300.32 
IBM International Business Machines Corporation
+2.38%
+$118,825.45 
PAYX Paychex Inc.
+2.34%
+$5,796.69 
AXON Axon Enterprise, Inc.
+2.3%
+$68,271.36 
SYK Stryker Corporation
+2.3%
+$14,480.56 
CMG Chipotle Mexican Grill, Inc.
+2.28%
+$5,706.52 
AZN AstraZeneca PLC American Depositary Shares
+2.22%
+$8,624.43 
IBIT iShares Bitcoin Trust
+2.22%
+$57,231.94 
BITB Bitwise Bitcoin ETF
+2.19%
+$6,451.96 
WM Waste Management, Inc.
+2.18%
+$15,761.83 
XLC Communication Services Select Sector SPDR Fund
+2.18%
+$50,629.25 
GBTC Grayscale Bitcoin Trust ETF
+2.17%
+$24,073.4 
GPN Global Payments Inc.
+2.17%
+$1.35M 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.16%
+$10,450.15 
UPS United Parcel Service, Inc.
+2.15%
+$55,851.12 
STZ Constellation Brands, Inc.
+2.11%
+$10,977.9 
SFLO VS Small Cap Free Cash Flow ETF
+2.09%
+$10,782.45 
MSFT Microsoft Corp.
+2.04%
+$1.09M 
DEO Diageo plc Sponsored ADR
+2.02%
+$17,591 
LLY Eli Lilly and Company
+2.02%
+$238,889.31 
PM Philip Morris International Inc.
+2%
+$98,049.37 
SPGI S&P Global Inc.
+2%
+$98,728.12 
MRSH Marsh & McLennan Companies, Inc.
+1.98%
+$7,234.5 
MCD McDonald's Corporation
+1.98%
+$96,486.64 
DIS The Walt Disney Company
+1.92%
+$36,030.48 
SOFI SoFi Technologies, Inc.
+1.91%
+$7,860.27 
ALL Allstate Corporation
+1.87%
+$6,327 
GILD Gilead Sciences Inc.
+1.87%
+$7,020.9 
TGT Target Corporation
+1.85%
+$8,115.12 
MNST Monster Beverage Corporation
+1.84%
+$5,560 
RKT Rocket Companies, Inc. Class A
+1.82%
+$3,048 
WMT Walmart Inc.
+1.81%
+$139,484.06 
ABBV AbbVie Inc.
+1.79%
+$332,635.35 
CME CME Group Inc.
+1.79%
+$11,232.36 
T AT&T Inc.
+1.78%
+$56,931.35 
GIS General Mills, Inc.
+1.73%
+$7,998.62 
ORLY O'Reilly Automotive Inc.
+1.63%
+$6,811 
NOC Northrop Grumman Corporation
+1.61%
+$45,625.03 
ARE Alexandria Real Estate Equities, Inc.
+1.6%
+$4,575.6 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$58,591.75 
ROP Roper Technologies Inc.
+1.57%
+$25,973.85 
DHR Danaher Corporation
+1.56%
+$51,065.04 
J Jacobs Solutions Inc.
+1.56%
+$49,837.71 
PGR Progressive Corporation
+1.55%
+$3,792.36 
COST Costco Wholesale Corporation
+1.54%
+$109,573.22 
IQV IQVIA Holdings Inc.
+1.5%
+$146,579.82 
FDG American Century Focused Dynamic Growth ETF
+1.45%
+$3,081.27 
AMTM Amentum Holdings, Inc.
+1.44%
+$25,056.64 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$50,191.86 
LHX L3Harris Technologies, Inc.
+1.41%
+$5,968.5 
VHT Vanguard Health Care ETF
+1.38%
+$8,018.03 
FXH First Trust Health Care AlphaDEX Fund
+1.37%
+$9,953.76 
VZ Verizon Communications Inc.
+1.36%
+$92,983.71 
NVS Novartis AG Sponsored ADR
+1.36%
+$18,345.18 
UBER Uber Technologies, Inc.
+1.35%
+$40,559.92 
LULU lululemon athletica inc.
+1.34%
+$28,641.55 
V Visa Inc. Class A
+1.31%
+$172,675.24 
WTRG Essential Utilities Inc.
+1.31%
+$14,519.52 
FDN First Trust Dow Jones Internet Index Fund
+1.31%
+$24,835.8 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.28%
+$3,913.2 
CL Colgate-Palmolive Company
+1.27%
+$37,565.58 
XLP Consumer Staples Select Sector SPDR Fund
+1.25%
+$18,749.12 
KO The Coca-Cola Company
+1.22%
+$45,186.55 
THQ Abrdn Healthcare Opportunities Fund
+1.22%
+$4,232 
UNH UnitedHealth Group Incorporated
+1.19%
+$42,338.03 
VDC VANGUARD CONSUMER STAPLES ETF
+1.18%
+$3,024.41 
DGX Quest Diagnostics Inc.
+1.17%
+$44,588.5 
FLCV Federated Hermes MDT Large Cap Value ETF
+1.16%
+$3,238.88 
EBAY eBay Inc.
+1.16%
+$3,934.2 
WSFS WSFS Financial Corporation
+1.14%
+$7,113.47 
AMGN Amgen Inc.
+1.12%
+$19,037.56 
BBH VanEck Biotech ETF
+1.12%
+$5,016.96 
ABT Abbott Laboratories
+1.12%
+$50,537.34 
DHI D.R. Horton, Inc.
+1.12%
+$3,779.16 
VFLO VictoryShares Free Cash Flow ETF
+1.08%
+$102,566.04 
CB Chubb Limited
+1.06%
+$15,314.4 
FXI iShares China Large-Cap ETF
+1.03%
+$5,223.11 
FLCG Federated Hermes MDT Large Cap Growth ETF
+1.01%
+$6,043.45 
LMT Lockheed Martin Corporation
+1.01%
+$107,630.34 
VSNT Versant Media Group, Inc.
+1.01%
+$2,471.25 
ZTS Zoetis Inc.
+0.99%
+$2,466.45 
BXSL Blackstone Secured Lending Fund
+0.98%
+$27,717.12 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.97%
+$6,987.51 
KMB Kimberly-Clark Corporation
+0.96%
+$31,323.62 
AXP American Express Company
+0.95%
+$18,039.56 
CVS CVS Health Corporation
+0.93%
+$16,900.4 
FTCS First Trust Capital Strength ETF
+0.92%
+$18,187.15 
MA Mastercard Incorporated
+0.91%
+$12,470.04 
XBI SPDR S&P Biotech ETF
+0.9%
+$14,114.1 
COWZ Pacer US Cash Cows 100 ETF
+0.9%
+$29,842.47 
AWK American Water Works Company, Inc.
+0.89%
+$3,414.07 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$58,688.58 
FDXF FedEx Freight Holding Company Inc.
+0.86%
+$8,332.77 
DE Deere & Company
+0.86%
+$89,863.77 
NVO Novo Nordisk A/S Sponsored ADR
+0.86%
+$17,933.53 
SPDV AAM S&P 500 High Dividend Value ETF
+0.85%
+$21,298.51 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.84%
+$3,206.37 
WY Weyerhaeuser Company
+0.84%
+$2,575.39 
IBB iShares Biotechnology ETF
+0.84%
+$6,786.44 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$5,924.49 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$12,681.9 
EES WisdomTree U.S. SmallCap Fund
+0.83%
+$4,465.43 
BKNG Booking Holdings Inc.
+0.82%
+$2,638.35 
EOG EOG Resources, Inc.
+0.8%
+$2,352.22 
REVS Columbia Research Enhanced Value ETF
+0.8%
+$1,947.29 
ISPY ProShares S&P High Income ETF
+0.8%
+$109,334.74 
LYV Live Nation Entertainment, Inc.
+0.79%
+$21,643.2 
TRV The Travelers Companies, Inc.
+0.77%
+$3,642.4 
OHI Omega Healthcare Investors Inc.
+0.77%
+$2,094.48 
NKE Nike, Inc. - Class B
+0.75%
+$11,405.62 
BMY Bristol-Myers Squibb Company
+0.72%
+$19,785.06 
LOW Lowe's Companies Inc.
+0.71%
+$17,984.27 
HD The Home Depot, Inc.
+0.71%
+$68,594.01 
SNA Snap-on Inc.
+0.68%
+$1,751.04 
MCO Moody's Corporation
+0.66%
+$21,705.84 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$8,887.56 
MRK Merck & Co., Inc.
+0.64%
+$49,903.18 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$67,349.61 
SDY SPDR S&P Dividend ETF
+0.63%
+$2,971.11 
PG Procter & Gamble Co
+0.61%
+$36,941.52 
PHM PulteGroup Inc.
+0.6%
+$1,053.64 
PYPL PayPal Holdings Inc
+0.58%
+$7,670.64 
ADT ADT Inc.
+0.57%
+$166,366.68 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$2,663.21 
KEY KeyCorp
+0.55%
+$8,008.32 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.54%
+$7,093.71 
LEN Lennar Corporation
+0.53%
+$1,976.67 
GEHC GE HealthCare Technologies Inc.
+0.52%
+$1,105.16 
XYL Xylem Inc.
+0.52%
+$1,900.64 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
+0.51%
+$1,390.14 
URI United Rentals, Inc.
+0.47%
+$24,045.84 
WAT Waters Corporation
+0.42%
+$1,017.45 
NDAQ Nasdaq, Inc.
+0.42%
+$1,781.82 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.4%
+$60,310.4 
SYY Sysco Corporation
+0.39%
+$1,205.76 
FANG Diamondback Energy Inc
+0.37%
+$9,261.75 
OKE ONEOK, Inc.
+0.36%
+$9,090.41 
ULTA Ulta Beauty Inc.
+0.34%
+$12,366.31 
KMI Kinder Morgan, Inc.
+0.34%
+$3,292.17 
ITW Illinois Tool Works Inc.
+0.34%
+$9,078.3 
TMUS T-Mobile US, Inc.
+0.34%
+$4,740.92 
SBUX Starbucks Corporation
+0.32%
+$11,610.24 
JNJ Johnson & Johnson
+0.3%
+$92,374.6 
VLY Valley National Bancorp
+0.29%
+$959.56 
WBD Warner Bros. Discovery, Inc.
+0.28%
+$46,738.54 
FAST Fastenal Co.
+0.28%
+$1,497.02 
GD General Dynamics Corporation
+0.26%
+$744.39 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.25%
+$614.64 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$16,047.24 
ICE Intercontinental Exchange, Inc.
+0.24%
+$5,328.12 
HSY The Hershey Company
+0.24%
+$801.53 
UNP Union Pacific Corporation
+0.23%
+$6,313.55 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$5,042.96 
FLV American Century Focused Large Cap Value ETF
+0.22%
+$6,009.61 
AAPL Apple Inc.
+0.22%
+$185,156.09 
FDX FedEx Corporation
+0.2%
+$9,207.34 
D Dominion Energy, Inc.
+0.19%
+$690.84 
AGO Assured Guaranty Ltd.
+0.17%
+$30,376.32 
MELI MercadoLibre, Inc.
+0.15%
+$662.97 
MPC Marathon Petroleum Corporation
+0.15%
+$1,969.45 
QBTS D-Wave Quantum Inc.
+0.15%
+$216.2 
MAT Mattel Inc.
+0.14%
+$14,504.98 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.12%
+$412.23 
FIS Fidelity National Information Services, Inc.
+0.12%
+$28,188.63 
GPK Graphic Packaging Holding Company
+0.1%
+$34,982.01 
JSI Janus Henderson Securitized Income ETF
+0.1%
+$11,716.75 
SPG Simon Property Group, Inc.
+0.08%
+$1,573.61 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$2,476.39 
SCHW Charles Schwab Corporation
+0.07%
+$2,024.48 
FBIN Fortune Brands Innovations Inc.
+0.07%
+$142.5 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.07%
+$1,171.65 
OKLO Oklo Inc.
+0.06%
+$456.68 
LGOV First Trust Long Duration Opportunities ETF
+0.05%
+$160.86 
BST BlackRock Science and Technology Trust
+0.04%
+$82 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$670.4 
PFE Pfizer Inc.
+0.04%
+$1,507.61 
CZR Caesars Entertainment, Inc.
+0.03%
+$111.12 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$330.61 
DVY iShares Select Dividend ETF
+0.01%
+$39.52 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$407.7 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$2,227.34 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GPS Gap Inc-The
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.58 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 GFLW
GFLW
0%
$0 JHCR
JHCR
0%
$0 
GLW Corning Incorporated
-13.61%
-$1.33M 
COHR Coherent Corp.
-12.73%
-$26,943.84 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-11.87%
-$28,650.24 
HPE Hewlett Packard Enterprise Company
-10.76%
-$46,505.05 
ARM Arm Holdings plc American Depositary Receipt
-9.74%
-$259,501.48 
GEV GE Vernova Inc.
-8.63%
-$469,501.16 
LRCX Lam Research Corporation
-8.29%
-$1.01M 
CRDO Credo Technology Group Holding Ltd.
-7.89%
-$16,447.94 
VRT Vertiv Holdings Co
-7.64%
-$163,949.74 
ETN Eaton Corporation plc
-7.55%
-$80,230.4 
MRVL Marvell Technology, Inc.
-7.32%
-$580,089.6 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$20,802.22 
Q Qnity Electronics Inc.
-7.21%
-$30,564.05 
CEG Constellation Energy Corporation
-7.09%
-$316,503.12 
AMAT Applied Materials, Inc.
-7.04%
-$851,023.11 
APLD Applied Digital Corporation
-6.96%
-$10,127.36 
BE Bloom Energy Corporation
-6.81%
-$13,026.38 
CRWV CoreWeave, Inc.
-6.75%
-$33,830.29 
FLEX Flex Ltd.
-6.44%
-$10,279.88 
KLAC KLA Corporation
-6.39%
-$87,687.6 
APH Amphenol Corporation
-6.35%
-$666,761.68 
JBL Jabil Inc.
-6.12%
-$18,730.34 
SOLS Sollensys Corp
-6.09%
-$10,038.75 
ANET Arista Networks, Inc.
-5.9%
-$125,244.96 
DELL Dell Technologies Inc.
-5.81%
-$32,234.88 
JCI Johnson Controls International plc
-5.66%
-$57,798.99 
INTC Intel Corporation
-5.63%
-$193,981 
NBIS Nebius Group N.V.
-5.45%
-$9,110.28 
MTZ MasTec, Inc. Common Stock
-5.27%
-$25,360 
MU Micron Technology, Inc.
-5.27%
-$624,935.06 
NXPI NXP Semiconductors N.V.
-5.24%
-$243,599.79 
BAC Bank of America Corporation
-5.14%
-$60,671.93 
VST Vistra Corp
-5.14%
-$108,758.02 
TE T1 Energy Inc.
-5.1%
-$59.22 
SBSW Sibanye Stillwater Ltd - ADR
-5.06%
-$22,326.6 
DLR Digital Realty Trust, Inc.
-5.03%
-$127,117.32 
SMH VanEck Semiconductor ETF
-4.89%
-$53,198.74 
HL Hecla Mining Company
-4.85%
-$137,680.32 
AVGO Broadcom Inc.
-4.71%
-$185,970.95 
ADI Analog Devices, Inc.
-4.55%
-$143,954 
ABAT American Battery Technology Company
-4.45%
-$1,182.94 
PWR Quanta Services Inc.
-4.4%
-$16,410.73 
NRG NRG Energy, Inc.
-4.4%
-$199,305.59 
AMD Advanced Micro Devices, Inc.
-4.33%
-$158,416.8 
CAT Caterpillar Inc.
-4.3%
-$264,483.32 
EQX Equinox Gold Corp.
-4.27%
-$8,223.48 
ABVX Abivax SA ADR
-4.26%
-$10,246.5 
TEL TE Connectivity plc
-4.07%
-$14,904.03 
BWA BorgWarner Inc.
-4.05%
-$17,482.5 
SNPS Synopsys, Inc.
-4.01%
-$60,785.45 
GS The Goldman Sachs Group, Inc.
-3.97%
-$360,109.19 
SVM Silvercorp Metals Inc.
-3.95%
-$4,982 
COPJ Sprott Junior Copper Miners ETF
-3.9%
-$53,701.8 
HUBB Hubbell Inc.
-3.88%
-$10,959.9 
AG First Majestic Silver Corp
-3.83%
-$34,548.75 
EQIX Equinix, Inc.
-3.76%
-$60,425.77 
TT Trane Technologies plc
-3.75%
-$60,507 
SILJ Amplify Junior Silver Miners ETF
-3.72%
-$16,786.65 
ORCL Oracle Corporation
-3.72%
-$357,776.77 
MCHP Microchip Technology Incorporated
-3.67%
-$8,445.6 
MS Morgan Stanley
-3.63%
-$31,198.95 
GDXJ VanEck Junior Gold Miners ETF
-3.58%
-$95,623.53 
CDE Coeur Mining, Inc.
-3.45%
-$47,097.14 
CTOS Custom Truck One Source, Inc.
-3.4%
-$15,345 
NVDA NVIDIA Corporation
-3.4%
-$2.55M 
PAAS Pan American Silver Corp.
-3.36%
-$156,681.59 
REXC Sprott Rare Earths Ex-China ETF
-3.33%
-$33,043.36 
COPX Global X Copper Miners ETF
-3.29%
-$3,346.5 
KGC Kinross Gold Corporation
-3.26%
-$156,467.85 
XCEM Columbia EM Core ex-China ETF
-3.23%
-$384,377.15 
SLVR Sprott Silver Miners & Physical Silver ETF
-3.22%
-$113,098.12 
REVBW Revelation Biosciences, Inc. Warrant
-3.19%
-$71.06 
PDP Invesco Dorsey Wright Momentum ETF
-3.17%
-$15,958.71 
NNE Nano Nuclear Energy Inc.
-3.17%
-$7,628.4 
URA Global X Uranium ETF
-3.09%
-$102,544.15 
XMMO Invesco S&P MidCap Momentum ETF
-3.06%
-$15,884.4 
GDX VanEck Gold Miners ETF
-3.04%
-$88,193.14 
FSM Fortuna Mining Corp
-3.01%
-$147,679.51 
NEM Newmont Corporation
-2.96%
-$27,955.6 
B BARRICK MINING CORP Common Stock (ABR0)
-2.9%
-$9,872.06 
COPP Sprott Copper Miners ETF
-2.89%
-$54,490.56 
CE Celanese Corporation
-2.86%
-$1.25M 
BURL Burlington Stores Inc.
-2.86%
-$4,494.14 
CMI Cummins Inc.
-2.84%
-$10,197.45 
PCT PureCycle Technologies, Inc.
-2.82%
-$8,217.8 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$66,399.72 
STT State Street Corp
-2.69%
-$33,852 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$49,312.23 
ARWR Arrowhead Pharmaceuticals Inc.
-2.63%
-$50,680.64 
EMR Emerson Electric Co.
-2.56%
-$68,359.2 
TDG TransDigm Group Inc.
-2.54%
-$8,931.69 
PSLV Sprott Physical Silver Trust
-2.54%
-$161,040.23 
FCX Freeport-McMoRan Inc.
-2.43%
-$18,988.8 
MTUM iShares MSCI USA Momentum Factor ETF
-2.36%
-$3,714.12 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.34%
-$4,475.33 
GFF Griffon Corporation
-2.22%
-$8,792.64 
SLV iShares Silver Trust
-2.2%
-$79,879.68 
STLD Steel Dynamics Inc.
-2.17%
-$7,497.18 
DD DuPont de Nemours, Inc.
-2.11%
-$6,448.08 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$12,585.2 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$17,001.24 
PEG Public Service Enterprise Group Incorporated
-2.03%
-$10,672.2 
TXN Texas Instruments Inc
-1.99%
-$88,237.71 
VLO Valero Energy Corporation
-1.95%
-$8,911.85 
OLN Olin Corporation
-1.92%
-$3,480.51 
CCI Crown Castle Inc.
-1.9%
-$14,695.2 
C Citigroup Inc.
-1.89%
-$10,755.14 
GE General Electric Company
-1.89%
-$117,254.2 
CEF Sprott Physical Gold and Silver Trust
-1.88%
-$4,956.76 
FDT First Trust Developed Markets ex-US Fund
-1.87%
-$23,971.64 
NUE Nucor Corporation
-1.85%
-$100,949.04 
CSCO Cisco Systems, Inc.
-1.84%
-$70,927.86 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$245,477.03 
IFV First Trust Dorsey Wright Focus 5 International Fund
-1.8%
-$15,838.58 
MMM 3M Company
-1.78%
-$300,700.26 
TSLA Tesla, Inc.
-1.76%
-$151,999.92 
FTC First Trust Large Cap Growth Fund
-1.75%
-$5,829.93 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-1.74%
-$3,446.72 
JPM JPMorgan Chase & Co.
-1.71%
-$283,867.08 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.71%
-$8,374.44 
FLO Flowers Foods, Inc.
-1.64%
-$198,788.2 
CTVA Corteva Inc.
-1.6%
-$12,357.48 
BN Brookfield Corporation
-1.58%
-$3,284.55 
EQT EQT Corporation
-1.57%
-$313,533.55 
VGT Vanguard Information Technology ETF
-1.57%
-$29,731.2 
MPLX MPLX LP
-1.55%
-$7,182.39 
PHYS Sprott Physical Gold Trust
-1.55%
-$64,936.77 
IMTM iShares MSCI International Momentum Factor ETF
-1.54%
-$11,267.25 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-1.54%
-$59,697 
RJF Raymond James Financial Inc.
-1.53%
-$4,155.2 
GLD SPDR Gold Shares
-1.51%
-$91,975.44 
IREN IREN Limited
-1.51%
-$17,766.54 
APD Air Products and Chemicals, Inc.
-1.5%
-$115,123.49 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.47%
-$5,142.28 
TNGY Tortoise Energy Fund, Inc.
-1.42%
-$2,345.04 
IGLD FT Vest Gold Strategy Target Fund
-1.42%
-$6,696.6 
XLI Industrial Select Sector SPDR Fund
-1.4%
-$38,669.18 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-1.37%
-$2,256.94 
XLU Utilities Select Sector SPDR Fund
-1.37%
-$18,764.74 
CF CF Industries Holdings, Inc.
-1.34%
-$70,574.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$195,971.04 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.32%
-$204,787.66 
SCHF Schwab International Equity ETF
-1.31%
-$11,440.4 
FLR Fluor Corporation
-1.31%
-$14,372.53 
IXUS iShares Core International Stock ETF
-1.31%
-$10,482.58 
VAW Vanguard Materials ETF
-1.3%
-$3,226.4 
CALY BlackRock Short-Term California Muni Bond ETF
-1.29%
-$2,111 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.29%
-$3,369.6 
VEU Vanguard FTSE All-World ex-US ETF
-1.29%
-$79,154.9 
BLK BlackRock, Inc.
-1.28%
-$62,426.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.27%
-$6,381.39 
CMCSA Comcast Corp
-1.27%
-$17,851.52 
CDW CDW Corporation
-1.27%
-$18,522.96 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$3,435.25 
KHC The Kraft Heinz Company
-1.26%
-$3,711.63 
FEP First Trust Europe AlphaDEX Fund
-1.26%
-$4,692.75 
AMZN Amazon.com Inc
-1.25%
-$445,769.49 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$3,740.63 
SCHE Schwab Emerging Markets Equity ETF
-1.24%
-$8,192.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$74,784.59 
HPS John Hancock Preferred Income Fund III
-1.22%
-$7,192.48 
RTX RTX Corporation
-1.17%
-$85,890.67 
NMZ Nuveen Municipal High Income Opportunity Fund
-1.15%
-$2,085.38 
AKAM Akamai Technologies Inc.
-1.14%
-$5,116.68 
SCHA Schwab U.S. Small-Cap ETF
-1.12%
-$16,405.74 
WMB The Williams Companies, Inc.
-1.11%
-$5,865.21 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$3,157.14 
HOG Harley-Davidson Inc.
-1.04%
-$384,893.22 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.04%
-$3,171.25 
QCOM QUALCOMM Incorporated
-1.02%
-$54,637.5 
EXC Exelon Corporation
-1.02%
-$4,637.16 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-1.01%
-$7,615.2 
TRTX Tpg Re Finance Trust Inc.
-1.01%
-$1,411.87 
DVN Devon Energy Corporation
-0.98%
-$27,126.99 
SCHV Schwab U.S. Large-Cap Value ETF
-0.97%
-$11,834.55 
XLB Materials Select Sector SPDR Fund
-0.94%
-$5,392.8 
PSX Phillips 66
-0.93%
-$12,513.82 
XLE Energy Select Sector SPDR Fund
-0.92%
-$37,076.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.91%
-$5,994.03 
SCHM Schwab U.S. Mid-Cap ETF
-0.91%
-$19,394.88 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.91%
-$5,951.85 
AEE Ameren Corporation
-0.91%
-$3,828.5 
DINO HF Sinclair Corporation
-0.9%
-$7,402.07 
CVX Chevron Corporation
-0.89%
-$98,471.25 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$15,871.68 
AEP American Electric Power Company, Inc.
-0.88%
-$1,922.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$11,631.08 
CORT Corcept Therapeutics Incorporated
-0.88%
-$4,008.51 
F Ford Motor Company
-0.86%
-$6,340.44 
IWY iShares Russell Top 200 Growth ETF
-0.86%
-$4,603.12 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$11,731.17 
WSO Watsco Inc.
-0.84%
-$2,300.2 
FJP First Trust Japan AlphaDEX Fund
-0.84%
-$2,824.76 
PPL PPL Corporation
-0.84%
-$1,747.34 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$7,146.98 
JHMM John Hancock Multifactor Mid Cap ETF
-0.83%
-$97,153.48 
NEE NextEra Energy, Inc.
-0.81%
-$38,421.82 
EFA iShares MSCI EAFE ETF
-0.81%
-$12,851.84 
ACWI iShares MSCI ACWI ETF
-0.81%
-$6,600.93 
QQQM Invesco NASDAQ 100 ETF
-0.81%
-$59,356.65 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$360,992.4 
AMLP Alerian MLP ETF
-0.79%
-$2,251.48 
VT Vanguard Total World Stock ETF
-0.76%
-$6,136.6 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$5,554.8 
FNY First Trust Mid Cap Growth Fund
-0.72%
-$4,391.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$4,543 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.71%
-$8,569.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.7%
-$25,686.36 
BIT BlackRock Multi-Sector Income Trust
-0.68%
-$937.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$1,660.56 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$8,702.98 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$2,671.02 
ED Consolidated Edison, Inc.
-0.64%
-$1,234.88 
JIVE JPMorgan International Value ETF
-0.64%
-$106,752.87 
VBK Vanguard Small-Cap Growth ETF
-0.64%
-$4,585.21 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$7,564.53 
TFC Truist Financial Corporation
-0.6%
-$5,027.62 
RKLB Rocket Lab Corporation
-0.6%
-$1,613.86 
FITB Fifth Third Bancorp
-0.6%
-$1,213.41 
XOM Exxon Mobil Corporation
-0.55%
-$107,428.65 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.54%
-$1,748.32 
RDVI FT Vest Rising Dividend Achievers Fund
-0.54%
-$2,761.95 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$127,283.44 
VO Vanguard Mid-Cap ETF
-0.52%
-$25,298.64 
EPD Enterprise Products Partners L.P.
-0.51%
-$5,394.4 
FPE First Trust Preferred Securities and Income ETF
-0.51%
-$5,555.61 
TOL Toll Brothers Inc
-0.5%
-$6,209.76 
COP ConocoPhillips
-0.49%
-$4,697.51 
VTV Vanguard Value ETF
-0.49%
-$41,625.1 
DOW Dow Inc.
-0.48%
-$18,687.47 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.48%
-$5,180.58 
ESGU iShares ESG Aware MSCI USA ETF
-0.47%
-$1,624.74 
IVV iShares Core S&P 500 ETF
-0.47%
-$89,516.15 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$1,926.33 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$1,509.3 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$531,056.51 
VOO Vanguard S&P 500 ETF
-0.46%
-$61,619.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$60,335.6 
APLE Apple Hospitality REIT, Inc.
-0.45%
-$2,653.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$936.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$10,975.92 
AMT American Tower Corporation
-0.44%
-$6,671.34 
PLD Prologis Inc.
-0.43%
-$14,219.59 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$2,794.35 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$4,579.2 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.42%
-$72,819.54 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.42%
-$7,034.27 
EPS WisdomTree U.S. LargeCap Fund
-0.41%
-$11,922.24 
VB Vanguard Small-Cap ETF
-0.4%
-$9,611.63 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$1,298.41 
SNPE Xtrackers S&P 500 ESG ETF
-0.39%
-$7,049.07 
LIN Linde plc
-0.39%
-$908.62 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$3,516.2 
GPC Genuine Parts Company
-0.37%
-$1,926.54 
XLF Financial Select Sector SPDR Fund
-0.37%
-$15,874.74 
VUG Vanguard Growth ETF
-0.36%
-$37,140.45 
SFLR Innovator Equity Managed Floor ETF
-0.36%
-$871.5 
CARR Carrier Global Corporation
-0.36%
-$1,742.5 
IWM iShares Russell 2000 ETF
-0.35%
-$36,839.37 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.34%
-$3,205.5 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$1,980.42 
DUK Duke Energy Corporation
-0.31%
-$6,999 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.31%
-$7,333.86 
USB U.S. Bancorp
-0.26%
-$937.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.25%
-$950.94 
VYMI Vanguard International High Dividend Yield Index Fund
-0.25%
-$699.4 
JAVA JPMorgan Active Value ETF
-0.24%
-$522.2 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.24%
-$590 
PPG PPG Industries Inc.
-0.24%
-$2,809 
ECL Ecolab Inc.
-0.23%
-$1,227.83 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$1,468.74 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.23%
-$549.28 
VCR Vanguard Consumer Discretionary ETF
-0.22%
-$587.99 
SO The Southern Company
-0.2%
-$1,791.29 
GHY PGIM Global High Yield Fund, Inc.
-0.18%
-$250 
MBB iShares MBS ETF
-0.17%
-$406.72 
FTCB First Trust Core Investment Grade ETF
-0.17%
-$42,146.26 
BUYW Main Buywrite ETF
-0.17%
-$4,553.55 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.16%
-$714.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$3,391.97 
BX Blackstone Inc.
-0.16%
-$3,937 
JPIE JPMorgan Income ETF
-0.15%
-$1,478.33 
WEC WEC Energy Group Inc.
-0.15%
-$366.56 
SYF Synchrony Financial
-0.15%
-$4,611.27 
MMIT NYLI MacKay Muni Intermediate ETF
-0.15%
-$567 
IWN iShares Russell 2000 Value ETF
-0.15%
-$1,101.44 
TAXF American Century Diversified Municipal Bond ETF
-0.14%
-$2,365.72 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$1,104.87 
RECS Columbia Research Enhanced Core ETF
-0.13%
-$15,541.62 
FHYS Federated Hermes Short Duration High Yield ETF
-0.13%
-$1,465.26 
BNDX Vanguard Total International Bond ETF
-0.13%
-$273.9 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.13%
-$7,100.89 
DAL Delta Air Lines, Inc.
-0.12%
-$478.7 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.12%
-$2,613.42 
FMB First Trust Managed Municipal Fund
-0.12%
-$2,934.9 
INDY iShares India 50 ETF
-0.12%
-$232.75 
PYLD PIMCO Multisector Bond Active ETF
-0.12%
-$342.63 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$2,696.33 
JHMU John Hancock Dynamic Municipal Bond ETF
-0.11%
-$350.15 
NJR New Jersey Resources Corporation
-0.11%
-$307.8 
BUFR FT Vestladder Buffer ETF-USD I
-0.11%
-$6,553.92 
FV First Trust Dorsey Wright Focus 5 ETF
-0.1%
-$590.17 
MMIN NYLI MacKay Muni Insured ETF
-0.09%
-$552.9 
NYF iShares New York Muni Bond ETF
-0.09%
-$1,591.83 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.08%
-$12,474.63 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.08%
-$951.71 
NSC Norfolk Southern Corporation
-0.08%
-$1,091.21 
BA Boeing Company
-0.08%
-$1,464.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,385.82 
BABA Alibaba Group Holding Limited SP ADR
-0.07%
-$653.44 
FTSL First Trust Senior Loan ETF
-0.07%
-$329.76 
MDLZ Mondelez International, Inc.
-0.06%
-$366.08 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$993.84 
VONV Vanguard Russell 1000 Value Index Fund
-0.06%
-$301.91 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$267.54 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$1,414.9 
MODL VictoryShares WestEnd U.S. Sector ETF
-0.05%
-$380 
UITB VictoryShares Core Intermediate Bond ETF
-0.04%
-$13,292.04 
CSX CSX Corporation
-0.04%
-$174.54 
USTB VictoryShares Short-Term Bond ETF
-0.04%
-$2,391.92 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$86.58 
LUCD Lucid Diagnostics Inc.
-0.04%
-$10.94 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$1,213.76 
TJX The TJX Companies, Inc.
-0.03%
-$902.45 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$160.94 
TD The Toronto-Dominion Bank
-0.03%
-$117.72 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$238.78 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$63.96 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.02%
-$60.54 
VNLA Janus Henderson Short Duration Income ETF
-0.02%
-$50.85 
JBND JPMorgan Active Bond ETF
-0.02%
-$3,624.7 
CRUX Columbia Core Bond ETF
-0.02%
-$4,891.1 
TIP iShares TIPS Bond ETF
-0.01%
-$99.81 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6167 | Longs Won 4344/6167 70% | Profit Factor 9.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $237,082.35 | Best Trade (Aug 14) $43.97M | Sharpe Ratio -35.14 |
| Average Loss -$59,541.07 | Worst Trade (Sep 10) -$4.66M | Z-Score 15.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $149,398.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 253,635 | $47.9M | $84.46M | - | $36.56M | 76.31% | +0.22% |
| ABAT American Battery Technology Company | 10,754 | $91,274.82 | $25,379.44 | - | -$65,895.38 | -72.19% | -4.453% |
| ABBV AbbVie Inc. | 72,077 | $11.83M | $18.87M | - | $7.04M | 59.49% | +1.795% |
| ABT Abbott Laboratories | 44,331 | $4.8M | $4.57M | - | -$230,856.14 | -4.81% | +1.118% |
| ABTC Gryphon Digital Mining, Inc | 65.19 | $662.99 | $563.9 | - | -$99.09 | -14.95% | +3.966% |
| ABVX Abivax SA ADR | 2,025 | $269,852 | $229,999.5 | - | -$39,852.5 | -14.77% | -4.265% |
| ACN Accenture plc Class A | 19,883 | $5.36M | $3.88M | - | -$1.48M | -27.61% | +6.049% |
| ACWI iShares MSCI ACWI ETF | 5,117 | $554,192.95 | $813,398.32 | - | $259,205.37 | 46.77% | -0.805% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 78,110 | $1.62M | $1.62M | - | -$6,636.45 | -0.41% | +0.072% |
| ADBE Adobe Inc. | 5,816 | $2.63M | $1.54M | - | -$1.09M | -41.31% | +5.301% |
| ADI Analog Devices, Inc. | 8,350 | $1.69M | $3.02M | - | $1.33M | 79.05% | -4.551% |
| ADP Automatic Data Processing Inc. | 9,933 | $2.26M | $2.75M | - | $487,900.51 | 21.59% | +3.129% |
| ADSK Autodesk, Inc. | 2,031 | $527,845.04 | $464,956.83 | - | -$62,888.21 | -11.91% | +7.782% |
| ADT ADT Inc. | 4.16M | $27.32M | $29.49M | - | $2.17M | 7.95% | +0.567% |
| AEE Ameren Corporation | 4,030 | $316,936.96 | $418,918.5 | - | $101,981.54 | 32.18% | -0.906% |
| AEP American Electric Power Company, Inc. | 1,764 | $241,333 | $215,631.36 | - | -$25,701.64 | -10.65% | -0.884% |
| AG First Majestic Silver Corp | 46,065 | $391,322.69 | $866,482.65 | - | $475,159.96 | 121.42% | -3.834% |
| AGO Assured Guaranty Ltd. | 253,136 | $21.44M | $18.49M | - | -$2.95M | -13.75% | +0.165% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,783 | $237,585 | $186,822.74 | - | -$50,762.26 | -21.37% | -2.339% |
| AJG Arthur J. Gallagher & Co. | 9,254 | $2.11M | $2.34M | - | $231,550.48 | 10.96% | +5.401% |
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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 - $55.34M, New Gold Inc - $22.86M, Precision Drilling Corporation - $16.81M, Alibaba Group Holding Limited SP ADR - $14.29M, and Assured Guaranty Ltd - $11.82M. 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: Adobe Inc - $3.54M, Caesars Entertainment, Inc - $3.53M, UnitedHealth Group Incorporated - $3.4M, Gartner Inc - $2.74M, 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 $97.69M earned over time. The largest contributors to dividend income include First Trust TCW Opportunistic Fixed Income Fund - $4.01M, Janus Henderson AAA CLO ETF - $3.57M, SPDR S&P 500 ETF Trust - $3.35M, JPMorgan Nasdaq Equity Premium Income ETF - $3.01M, and Columbia Diversified Fixed Income Allocation ETF - $2.6M. 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.
