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:
43.75%
Gain +0.01%
Monthly
1.07%
Yearly
13.68%
Drawdown
13.57%
$2.28B
Equity
Holdings
$2.28B
Investment
$1.65B
$868.87M
Profit +$208,982.56
Realized
$227.67M
Unrealized
$641.2M
Dividends
$89.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$208,982.56
Win %
74%
This Week
Compared To Last Week
Gain
0.01%
Profit
$208,982.56
Win %
74%
This Month
Compared to last month
Gain
-0.31%
Profit
-$7.19M
Win %
74%
This Year
Compared to last year
Gain
7.25%
Profit
$160.95M
Win %
74%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$437,458.51 
MOS Mosaic Company
+7.59%
+$13,572.8 
SVM Silvercorp Metals Inc.
+7.52%
+$10,270 
INTC Intel Corporation
+6.51%
+$274,994.96 
KLAC KLA Corporation
+5.55%
+$100,854.96 
IREN IREN Limited
+5.4%
+$93,513.6 
CRWV CoreWeave, Inc.
+5.02%
+$25,863.37 
CDE Coeur Mining, Inc.
+4.88%
+$52,907.2 
AMD Advanced Micro Devices, Inc.
+4.73%
+$172,313.36 
ANET Arista Networks, Inc.
+4.37%
+$68,612.24 
QCOM QUALCOMM Incorporated
+4.32%
+$260,285.58 
AG First Majestic Silver Corp
+4.31%
+$33,444.95 
COPJ Sprott Junior Copper Miners ETF
+4.06%
+$45,762.88 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$225,461.35 
SLVR Sprott Silver Miners & Physical Silver ETF
+3.8%
+$98,154.76 
NTSK Netskope, Inc.
+3.79%
+$4,125 
STZ Constellation Brands, Inc.
+3.77%
+$26,524.14 
GEV GE Vernova Inc.
+3.73%
+$191,771.88 
FSM Fortuna Mining Corp
+3.72%
+$95,732.48 
MOH Molina Healthcare Inc.
+3.67%
+$1.29M 
COPP Sprott Copper Miners ETF
+3.62%
+$62,703.16 
PWR Quanta Services Inc.
+3.58%
+$15,085.66 
AMTM Amentum Holdings, Inc.
+3.53%
+$61,834.5 
CALY BlackRock Short-Term California Muni Bond ETF
+3.51%
+$9,177.45 
CE Celanese Corporation
+3.5%
+$1.51M 
GPN Global Payments Inc.
+3.47%
+$1.23M 
PAAS Pan American Silver Corp.
+3.46%
+$124,837.79 
SILJ Amplify Junior Silver Miners ETF
+3.23%
+$12,592.75 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$53,439.87 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$10,821.16 
FCX Freeport-McMoRan Inc.
+3.12%
+$23,419.98 
DD DuPont de Nemours Inc.
+3.03%
+$10,070.64 
GDX VanEck Gold Miners ETF
+2.97%
+$56,625.01 
EQX Equinox Gold Corp.
+2.93%
+$4,654.8 
KGC Kinross Gold Corporation
+2.9%
+$96,557.76 
CEG Constellation Energy Corporation
+2.86%
+$39,056.89 
HURN Huron Consulting Group Inc.
+2.82%
+$20,184 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$8,584.42 
CME CME Group Inc.
+2.8%
+$16,574.27 
CF CF Industries Holdings, Inc.
+2.74%
+$107,199.04 
SCHW Charles Schwab Corporation
+2.71%
+$52,967.96 
NEM Newmont Corporation
+2.71%
+$19,697.04 
RJF Raymond James Financial Inc.
+2.65%
+$6,077.44 
AMAT Applied Materials, Inc.
+2.64%
+$428,028.88 
GS The Goldman Sachs Group, Inc.
+2.62%
+$253,451.3 
CNC Centene Corporation
+2.6%
+$1.67M 
NDAQ Nasdaq, Inc.
+2.58%
+$9,918.72 
T AT&T Inc.
+2.52%
+$65,775.48 
VZ Verizon Communications Inc.
+2.49%
+$134,657.64 
OUT OUTFRONT Media Inc.
+2.38%
+$6,726.95 
CDW CDW Corporation
+2.37%
+$33,953.76 
JPM JPMorgan Chase & Co.
+2.31%
+$335,631.52 
USB U.S. Bancorp
+2.27%
+$7,283.6 
CMCSA Comcast Corp
+2.21%
+$27,879.59 
HUT Hut 8 Corp.
+2.19%
+$12,150.75 
AXP American Express Company
+2.18%
+$40,317.01 
SYK Stryker Corporation
+2.15%
+$15,140.48 
WY Weyerhaeuser Company
+2.14%
+$7,131.8 
JBL Jabil Inc.
+2.1%
+$7,723.82 
NUE Nucor Corporation
+2.09%
+$146,779.94 
GIS General Mills, Inc.
+2.04%
+$11,167.65 
TTD The Trade Desk, Inc. Class A
+2.01%
+$3,473.2 
HL Hecla Mining Company
+2%
+$31,967.1 
PM Philip Morris International Inc.
+1.95%
+$33,612.66 
TGT Target Corporation
+1.95%
+$10,940.16 
DINO HF Sinclair Corporation
+1.95%
+$11,523.28 
SPG Simon Property Group, Inc.
+1.95%
+$40,048.51 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$9,244.62 
TFC Truist Financial Corporation
+1.93%
+$15,751.54 
OXY Occidental Petroleum Corporation
+1.93%
+$3,713.97 
XLB Materials Select Sector SPDR Fund
+1.87%
+$10,051.2 
KMI Kinder Morgan, Inc.
+1.85%
+$17,477.72 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$22,706.96 
D Dominion Energy, Inc.
+1.83%
+$6,832 
TSLA Tesla, Inc.
+1.82%
+$166,661.04 
VAW Vanguard Materials ETF
+1.79%
+$4,508.45 
TMUS T-Mobile US, Inc.
+1.76%
+$20,496.72 
SMH VanEck Semiconductor ETF
+1.73%
+$19,128.22 
STT State Street Corp
+1.69%
+$19,087.41 
VRT Vertiv Holdings Co
+1.68%
+$43,702.42 
KEY KeyCorp
+1.66%
+$24,085.89 
ACN Accenture plc Class A
+1.65%
+$42,824.16 
UNP Union Pacific Corporation
+1.65%
+$42,812.22 
HUBB Hubbell Inc.
+1.61%
+$4,647.98 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$18,228 
TAP Molson Coors Beverage Company
+1.59%
+$174,842.85 
BX Blackstone Inc.
+1.58%
+$37,581.16 
LIN Linde plc
+1.58%
+$3,764.19 
DVN Devon Energy Corporation
+1.57%
+$36,087.1 
BAC Bank of America Corporation
+1.56%
+$15,462.8 
OKE ONEOK, Inc.
+1.56%
+$36,502.79 
DE Deere & Company
+1.55%
+$126,641.41 
URA Global X Uranium ETF
+1.54%
+$46,802.01 
EXC Exelon Corporation
+1.54%
+$7,192.5 
BLK BlackRock, Inc.
+1.52%
+$69,975.87 
DAL Delta Air Lines, Inc.
+1.5%
+$5,742.86 
GLW Corning Incorporated
+1.5%
+$139,763.65 
AWK American Water Works Company, Inc.
+1.5%
+$5,661.84 
CVS CVS Health Corporation
+1.47%
+$27,853.6 
GPC Genuine Parts Company
+1.46%
+$6,856.98 
CAT Caterpillar Inc.
+1.44%
+$94,811.45 
NRG NRG Energy, Inc.
+1.43%
+$80,965.11 
SYF Synchrony Financial
+1.42%
+$42,193.95 
COP ConocoPhillips
+1.4%
+$10,821.6 
ADI Analog Devices, Inc.
+1.37%
+$47,125.24 
PAYX Paychex Inc.
+1.37%
+$4,156.16 
XLF Financial Select Sector SPDR Fund
+1.37%
+$51,261.12 
MCO Moody's Corporation
+1.36%
+$41,299.47 
NEE NextEra Energy, Inc.
+1.35%
+$66,706.9 
TXN Texas Instruments Inc
+1.35%
+$73,955.76 
SPGI S&P Global Inc.
+1.35%
+$65,408.51 
ABBV AbbVie Inc.
+1.32%
+$223,657.6 
C Citigroup Inc.
+1.27%
+$7,073.41 
TEL TE Connectivity plc
+1.27%
+$4,546.06 
APD Air Products and Chemicals, Inc.
+1.26%
+$92,207.5 
MTZ MasTec, Inc. Common Stock
+1.25%
+$8,940 
SBSW Sibanye Stillwater Ltd - ADR
+1.23%
+$4,129.2 
PSLV Sprott Physical Silver Trust
+1.22%
+$62,487.1 
FLR Fluor Corporation
+1.22%
+$12,438.51 
EQIX Equinix, Inc.
+1.22%
+$19,537.03 
WSFS WSFS Financial Corporation
+1.21%
+$7,025.4 
VLO Valero Energy Corporation
+1.2%
+$3,576.55 
ADT ADT Inc.
+1.19%
+$204,776.08 
DVY iShares Select Dividend ETF
+1.19%
+$3,647.46 
LRCX Lam Research Corporation
+1.18%
+$177,936.74 
TNGY Tortoise Energy Fund, Inc.
+1.18%
+$1,672.98 
ITW Illinois Tool Works Inc.
+1.17%
+$30,810.12 
IWN iShares Russell 2000 Value ETF
+1.17%
+$8,646.12 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$6,502.56 
SPDV AAM S&P 500 High Dividend Value ETF
+1.17%
+$27,274.67 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$17,269.6 
STLD Steel Dynamics Inc.
+1.15%
+$4,564.65 
NJR New Jersey Resources Corporation
+1.12%
+$3,121.37 
VST Vistra Corp
+1.12%
+$18,737.05 
ICE Intercontinental Exchange, Inc.
+1.11%
+$21,768.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$246,367.64 
PPL PPL Corporation
+1.1%
+$2,315.04 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$3,410.62 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$23,836.8 
IR Ingersoll Rand Inc.
+1.09%
+$2,504.8 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$15,135.39 
FXI iShares China Large-Cap ETF
+1.09%
+$5,782.84 
NSC Norfolk Southern Corporation
+1.09%
+$14,807.78 
AGO Assured Guaranty Ltd.
+1.08%
+$207,817.52 
OHI Omega Healthcare Investors Inc.
+1.08%
+$2,812.6 
CI The Cigna Group
+1.07%
+$50,111.28 
JNJ Johnson & Johnson
+1.07%
+$299,666.66 
MPC Marathon Petroleum Corporation
+1.06%
+$9,631.26 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$5,215.2 
FJP First Trust Japan AlphaDEX Fund
+1.06%
+$3,231.1 
PLD Prologis Inc.
+1.05%
+$37,249.84 
V Visa Inc. Class A
+1.05%
+$118,717.74 
PDP Invesco Dorsey Wright Momentum ETF
+1.04%
+$5,551.5 
REVS Columbia Research Enhanced Value ETF
+1.04%
+$2,300.04 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$2,039.48 
ORLY O'Reilly Automotive Inc.
+1.02%
+$4,892.55 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$5,943.84 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$11,957.12 
WTRG Essential Utilities Inc.
+1%
+$9,943.38 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$2,466.75 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$3,727.24 
VO Vanguard Mid-Cap ETF
+0.97%
+$46,307.62 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$12,371.79 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$4,834.8 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$146,696.48 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$3,829.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$10,937.42 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$154,484.4 
XYL Xylem Inc.
+0.94%
+$2,107.38 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.94%
+$44,136.9 
ALL Allstate Corporation
+0.94%
+$2,655.33 
VTV Vanguard Value ETF
+0.94%
+$76,110.43 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
PPG PPG Industries Inc.
+0.93%
+$12,900.8 
KR Kroger Co.
+0.92%
+$1,847.88 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$70,434.84 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$5,208.62 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$27,475.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$10,786.26 
FNY First Trust Mid Cap Growth Fund
+0.89%
+$5,362.38 
APH Amphenol Corporation
+0.88%
+$39,486.83 
IWM iShares Russell 2000 ETF
+0.87%
+$84,325.79 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$18,542.57 
MNST Monster Beverage Corporation
+0.87%
+$2,840 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$110,001.87 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$5,408.55 
PG Procter & Gamble Co
+0.86%
+$53,751.48 
FTNT Fortinet Inc.
+0.85%
+$153,918.97 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$3,243.6 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$4,259.7 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$1,942.4 
JHMM John Hancock Multifactor Mid Cap ETF
+0.83%
+$92,448.55 
DEO Diageo plc Sponsored ADR
+0.83%
+$6,731.49 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,786.25 
BKNG Booking Holdings Inc.
+0.82%
+$2,565 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.82%
+$121,715.24 
EES WisdomTree U.S. SmallCap Fund
+0.82%
+$4,190.4 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$24,989.59 
FTC First Trust Large Cap Growth Fund
+0.81%
+$2,752.01 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$6,324.47 
SNPE Xtrackers S&P 500 ESG ETF
+0.8%
+$13,877.46 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$2,257.2 
XBI SPDR S&P Biotech ETF
+0.79%
+$12,125.17 
AKAM Akamai Technologies Inc.
+0.79%
+$4,362.76 
SO The Southern Company
+0.78%
+$7,500.02 
ISPY ProShares S&P High Income ETF
+0.78%
+$103,347.66 
SLV iShares Silver Trust
+0.77%
+$29,690.37 
PBR Petrobras S.A. Sponsored ADR
+0.77%
+$126 
NXPI NXP Semiconductors N.V.
+0.76%
+$46,687.41 
GE General Electric Company
+0.76%
+$47,373.17 
FLV American Century Focused Large Cap Value ETF
+0.76%
+$19,601.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$40,245.48 
ARE Alexandria Real Estate Equities, Inc.
+0.76%
+$2,216 
PSX Phillips 66
+0.76%
+$6,979.45 
CVX Chevron Corporation
+0.75%
+$69,163.71 
XLE Energy Select Sector SPDR Fund
+0.75%
+$28,003.75 
DLR Digital Realty Trust, Inc.
+0.74%
+$18,444.32 
SBUX Starbucks Corporation
+0.74%
+$25,729.07 
MO Altria Group, Inc.
+0.74%
+$23,352.86 
KMB Kimberly-Clark Corporation
+0.74%
+$24,262.5 
FLCV Federated Hermes MDT Large Cap Value ETF
+0.74%
+$1,976.78 
UNH UnitedHealth Group Incorporated
+0.73%
+$31,152.33 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$47,425 
HD The Home Depot, Inc.
+0.73%
+$72,854.18 
SNA Snap-on Inc.
+0.73%
+$1,742.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$2,645.51 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$4,827.36 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$13,165.22 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$5,197.64 
MA Mastercard Incorporated
+0.71%
+$9,788.87 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$45,499 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$9,154.1 
PYPL PayPal Holdings Inc
+0.7%
+$5,489.41 
KHC The Kraft Heinz Company
+0.7%
+$1,139.68 
VB Vanguard Small-Cap ETF
+0.7%
+$16,922.82 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$5,342.01 
AEE Ameren Corporation
+0.69%
+$2,969.25 
EMR Emerson Electric Co.
+0.69%
+$15,536.11 
COST Costco Wholesale Corporation
+0.68%
+$51,934.52 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.68%
+$2,197.52 
ROP Roper Technologies Inc.
+0.68%
+$8,025.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$31,022.24 
YUM Yum! Brands, Inc.
+0.68%
+$3,034.72 
ECL Ecolab Inc.
+0.68%
+$3,645.44 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$49,901.77 
MPLX MPLX LP
+0.67%
+$2,927.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,660.15 
IFV First Trust Dorsey Wright Focus 5 International Fund
+0.66%
+$6,159.43 
DOW Dow Inc.
+0.65%
+$29,171.12 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$1,683.64 
MS Morgan Stanley
+0.65%
+$4,905.88 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$9,070.05 
WMB The Williams Companies, Inc.
+0.64%
+$3,255.43 
JIVE JPMorgan International Value ETF
+0.63%
+$90,609.53 
DUK Duke Energy Corporation
+0.63%
+$13,541.58 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$1,612.44 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$32,134.13 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$10,593 
NFTY First Trust India Nifty 50 Equal Weight ETF
+0.61%
+$6,416.96 
CMI Cummins Inc.
+0.59%
+$2,477.94 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$258,962.14 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$14,950.45 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$1,544.4 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$1,816.32 
VGT Vanguard Information Technology ETF
+0.58%
+$10,537.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$6,254.16 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$13,802.36 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$8,190.56 
MODL VictoryShares WestEnd U.S. Sector ETF
+0.56%
+$3,765.72 
EPS WisdomTree U.S. LargeCap Fund
+0.56%
+$12,310.04 
IVV iShares Core S&P 500 ETF
+0.55%
+$102,720.9 
VOO Vanguard S&P 500 ETF
+0.55%
+$70,602.45 
J Jacobs Solutions Inc.
+0.55%
+$15,462.9 
HON Honeywell International Inc.
+0.54%
+$15,360.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$2,827.2 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$566,458.88 
URI United Rentals, Inc.
+0.54%
+$32,625.5 
GOOGL Alphabet Inc
+0.53%
+$157,427.93 
RECS Columbia Research Enhanced Core ETF
+0.53%
+$56,022.47 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$4,976.25 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$1,614.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$4,538.23 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.5%
+$1,816.56 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,625.52 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,771.02 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$1,153.68 
HSY The Hershey Company
+0.45%
+$1,615.4 
GOOG Alphabet Inc
+0.45%
+$177,736 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.45%
+$3,127.92 
WMT Walmart Inc.
+0.45%
+$36,702.79 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$131,752.08 
VT Vanguard Total World Stock ETF
+0.44%
+$3,408.11 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$3,071.05 
IXUS iShares Core International Stock ETF
+0.43%
+$3,494.84 
CSX CSX Corporation
+0.42%
+$1,718 
PGR Progressive Corporation
+0.42%
+$906.96 
ACWI iShares MSCI ACWI ETF
+0.41%
+$3,273.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$9,642.29 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$1,181.25 
BN Brookfield Corporation
+0.4%
+$949.15 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,132.54 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$23,785.74 
FTCS First Trust Capital Strength ETF
+0.39%
+$7,366.33 
FAST Fastenal Co.
+0.39%
+$1,913.76 
GD General Dynamics Corporation
+0.38%
+$1,067.61 
PEP PepsiCo, Inc.
+0.38%
+$27,959.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,254 
APLE Apple Hospitality REIT, Inc.
+0.37%
+$2,648.94 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$5,808.49 
FEP First Trust Europe AlphaDEX Fund
+0.35%
+$1,265.04 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.35%
+$314.1 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.34%
+$1,591.71 
GSK GSK plc Sponsored ADR
+0.34%
+$2,312.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$44,457.36 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$1,063.52 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,451.1 
WEC WEC Energy Group Inc.
+0.33%
+$748.88 
AMGN Amgen Inc.
+0.32%
+$5,128.91 
SLB Schlumberger Limited
+0.32%
+$747 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,053.64 
WM Waste Management, Inc.
+0.3%
+$2,238.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$792.74 
SCHF Schwab International Equity ETF
+0.29%
+$2,157.6 
FANG Diamondback Energy Inc
+0.28%
+$7,011.9 
XOM Exxon Mobil Corporation
+0.28%
+$53,256.17 
EFA iShares MSCI EAFE ETF
+0.28%
+$4,338.36 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$16,533 
SFLO VS Small Cap Free Cash Flow ETF
+0.28%
+$1,224.16 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+0.27%
+$2,104.56 
MMM 3M Company
+0.26%
+$41,885.39 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$5,734.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$31,903.45 
XCEM Columbia EM Core ex-China ETF
+0.25%
+$28,769.39 
CARR Carrier Global Corporation
+0.24%
+$1,439.39 
BP BP p.l.c. Sponsored ADR
+0.23%
+$517.9 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$5,494.2 
IQV IQVIA Holdings Inc.
+0.22%
+$17,013.71 
FDT First Trust Developed Markets ex-US Fund
+0.22%
+$2,702.07 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$546 
ADP Automatic Data Processing Inc.
+0.2%
+$4,213.54 
ACP abrdn Income Credit Strategies Fund
+0.19%
+$120.5 
PHYS Sprott Physical Gold Trust
+0.19%
+$6,651.12 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,558.62 
TRV The Travelers Companies, Inc.
+0.18%
+$679.84 
SKYY First Trust Cloud Computing ETF
+0.18%
+$488.41 
VUG Vanguard Growth ETF
+0.18%
+$17,665.2 
BNDX Vanguard Total International Bond ETF
+0.17%
+$356.4 
NVDA NVIDIA Corporation
+0.16%
+$111,593.6 
PFE Pfizer Inc.
+0.15%
+$5,821.24 
HPS John Hancock Preferred Income Fund III
+0.14%
+$1,244.64 
GAP Gap Inc.
+0.14%
+$358.14 
APTV Aptiv PLC
+0.13%
+$295.03 
CCI Crown Castle Inc.
+0.13%
+$1,486.55 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$2,299.52 
TRTX Tpg Re Finance Trust Inc.
+0.12%
+$265 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$1,040 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$1,259.9 
FXH First Trust Health Care AlphaDEX Fund
+0.11%
+$683.93 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$398.52 
KO The Coca-Cola Company
+0.11%
+$3,698.73 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$3,261.87 
EXPE Expedia Group, Inc.
+0.1%
+$461.38 
MSFT Microsoft Corp.
+0.1%
+$42,921.33 
IBB iShares Biotechnology ETF
+0.1%
+$671.8 
FDX FedEx Corporation
+0.09%
+$4,770.59 
EOG EOG Resources, Inc.
+0.09%
+$205.66 
GHY PGIM Global High Yield Fund, Inc.
+0.09%
+$125 
ENB Enbridge Inc.
+0.07%
+$680.36 
BRO Brown & Brown Inc.
+0.07%
+$245.76 
CL Colgate-Palmolive Company
+0.07%
+$1,805.04 
CRUX Columbia Core Bond ETF
+0.07%
+$8,930.2 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$9,350.49 
LDOS Leidos Holdings Inc.
+0.07%
+$699.1 
CB Chubb Limited
+0.06%
+$904.77 
GLD SPDR Gold Shares
+0.06%
+$3,362.92 
AON Aon plc
+0.04%
+$1,379.6 
TJX The TJX Companies, Inc.
+0.04%
+$1,264.2 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$358.08 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,458.11 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$452.8 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,853.46 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$1,332.24 
FTCB First Trust Core Investment Grade ETF
+0.02%
+$5,797.99 
JPIE JPMorgan Income ETF
+0.02%
+$213.55 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$381.36 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$4,188.97 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$532.79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$503.54 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$52.02 
ORCL Oracle Corporation
+0.02%
+$1,926.11 
MCD McDonald's Corporation
+0.01%
+$781.56 
TIP iShares TIPS Bond ETF
+0.01%
+$95.75 
ARWR
0%
$0 
AZN
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
JCI
0%
$0 
JHCR
0%
$0 
LEN
0%
$0 
LYV
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
Q
0%
$0 
REVBW Revelation Biosciences, Inc. Warrant
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
RKLB Rocket Lab Corporation
-10.79%
-$51,517.62 
ADBE Adobe Inc.
-6.75%
-$137,025.34 
UAMY United States Antimony Corporation
-3.96%
-$2,906.38 
ADSK Autodesk, Inc.
-3.47%
-$14,894.08 
MDB MongoDB Inc.
-3.28%
-$23,893.4 
NSP Insperity Inc.
-2.87%
-$514,855.44 
RKT Rocket Companies, Inc. Class A
-2.68%
-$4,572.36 
LULU lululemon athletica inc.
-2.52%
-$50,747.1 
LLY Eli Lilly and Company
-2.41%
-$330,843.56 
PLTR Palantir Technologies Inc.
-2.36%
-$206,257.63 
ZTS Zoetis Inc.
-2.25%
-$10,899.48 
NKE Nike, Inc. - Class B
-2.24%
-$42,533.85 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$198,990.72 
SHOP Shopify Inc.
-2.02%
-$28,916.41 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$5,964.37 
ULTA Ulta Beauty Inc.
-1.82%
-$50,786.8 
LUCD Lucid Diagnostics Inc.
-1.74%
-$582.81 
GFF Griffon Corporation
-1.66%
-$6,506.44 
ABT Abbott Laboratories
-1.64%
-$63,467.25 
NNE Nano Nuclear Energy Inc.
-1.57%
-$3,818.4 
PCT PureCycle Technologies Inc.
-1.55%
-$3,530.1 
AAPL Apple Inc.
-1.52%
-$1.16M 
LMT Lockheed Martin Corporation
-1.52%
-$151,301.46 
MU Micron Technology, Inc.
-1.43%
-$272,466.01 
MRK Merck & Co., Inc.
-1.42%
-$92,512.55 
LHX L3Harris Technologies, Inc.
-1.4%
-$7,209.48 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$109,835.28 
MELI MercadoLibre, Inc.
-1.27%
-$4,712.4 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$155,805.02 
AMZN Amazon.com Inc
-1.23%
-$413,451.4 
ABAT American Battery Technology Company
-1.17%
-$430.16 
BA Boeing Company
-1.16%
-$19,899.52 
BURL Burlington Stores Inc.
-1.15%
-$2,579.35 
NFLX Netflix, Inc.
-1.14%
-$64,018.41 
AMT American Tower Corporation
-1.12%
-$20,085.99 
WSO Watsco Inc.
-1.01%
-$3,359.16 
UBER Uber Technologies, Inc.
-1.01%
-$22,500.8 
AXON Axon Enterprise, Inc.
-1%
-$21,907.47 
AJG Arthur J. Gallagher & Co.
-1%
-$19,282.16 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$3,552.75 
IBM International Business Machines Corporation
-0.95%
-$53,090.42 
EBAY eBay Inc.
-0.91%
-$3,160 
AVGO Broadcom Inc.
-0.91%
-$34,902.03 
SPOT Spotify Technology S.A.
-0.82%
-$2,280 
BDX Becton, Dickinson and Company
-0.75%
-$5,969.58 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.72%
-$4,766.15 
CTOS Custom Truck One Source, Inc.
-0.65%
-$4,760 
OKLO Oklo Inc.
-0.64%
-$7,206.86 
CSCO Cisco Systems, Inc.
-0.6%
-$26,065.45 
MDLZ Mondelez International, Inc.
-0.58%
-$3,293 
ETN Eaton Corporation plc
-0.57%
-$5,555.25 
PDS Precision Drilling Corporation
-0.57%
-$83,490 
SYY Sysco Corporation
-0.56%
-$1,681.2 
NVS Novartis AG Sponsored ADR
-0.55%
-$8,383.48 
SOFI SoFi Technologies, Inc.
-0.54%
-$2,124.45 
SNPS Synopsys, Inc.
-0.53%
-$9,148.8 
UPS United Parcel Service, Inc.
-0.51%
-$14,343.5 
BWA BorgWarner Inc.
-0.45%
-$2,167.5 
ISRG Intuitive Surgical, Inc.
-0.45%
-$4,323.98 
SOLV Solventum Corporation
-0.44%
-$2,560.6 
IT Gartner Inc.
-0.43%
-$1,358.72 
LGOV First Trust Long Duration Opportunities ETF
-0.42%
-$1,312.56 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$8,702.99 
TT Trane Technologies plc
-0.41%
-$6,862.63 
MCK McKesson Corporation
-0.4%
-$8,352.43 
NOC Northrop Grumman Corporation
-0.4%
-$8,709.63 
HOG Harley-Davidson Inc.
-0.39%
-$227,823.7 
DHR Danaher Corporation
-0.38%
-$9,169.14 
DGX Quest Diagnostics Inc.
-0.38%
-$15,365.39 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$1,385.3 
RTX RTX Corporation
-0.37%
-$23,036.7 
MRVL Marvell Technology, Inc.
-0.36%
-$42,175.75 
CRM Salesforce Inc
-0.34%
-$9,217.6 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.31%
-$1,366.98 
DIS The Walt Disney Company
-0.3%
-$5,258.38 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$4,969.32 
META Meta Platforms Inc Class A
-0.26%
-$52,401.91 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$872.3 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.24%
-$701.07 
BIT BlackRock Multi-Sector Income Trust
-0.24%
-$351.45 
IGLD FT Vest Gold Strategy Target Fund
-0.23%
-$1,162.98 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$2,765.25 
GILD Gilead Sciences Inc.
-0.22%
-$679.56 
DHI D.R. Horton, Inc.
-0.22%
-$823.47 
BXSL Blackstone Secured Lending Fund
-0.21%
-$6,615.85 
MMIN NYLI MacKay Muni Insured ETF
-0.21%
-$1,382.28 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.19%
-$796.7 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-0.18%
-$345.9 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$5,625.68 
BBH VanEck Biotech ETF
-0.17%
-$624 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$15,490.16 
MDT Medtronic plc
-0.16%
-$1,281.41 
FHYS Federated Hermes Short Duration High Yield ETF
-0.16%
-$1,905.09 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$2,612.24 
MBB iShares MBS ETF
-0.15%
-$323.96 
BUYW Main Buywrite ETF
-0.14%
-$3,263.68 
LOW Lowe's Companies Inc.
-0.12%
-$3,435.52 
TDG TransDigm Group Inc.
-0.12%
-$474.3 
VHT Vanguard Health Care ETF
-0.12%
-$648.04 
NYF iShares New York Muni Bond ETF
-0.11%
-$2,109.24 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$301.15 
MMIT NYLI MacKay Muni Intermediate ETF
-0.1%
-$405 
TAXF American Century Diversified Municipal Bond ETF
-0.1%
-$1,692.75 
UITB VictoryShares Core Intermediate Bond ETF
-0.09%
-$25,390.46 
FLCG Federated Hermes MDT Large Cap Growth ETF
-0.09%
-$429.61 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$270.58 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$3,225.76 
EPD Enterprise Products Partners L.P.
-0.08%
-$808.17 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$1,788.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$293.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$4,690.2 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$8,069.44 
JBND JPMorgan Active Bond ETF
-0.07%
-$13,596.16 
TOL Toll Brothers Inc
-0.07%
-$990 
GDLC Grayscale Digital Large Cap Fund LLC
-0.07%
-$149.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,387.02 
CZR Caesars Entertainment, Inc.
-0.07%
-$222.32 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.06%
-$8,229.37 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$236.9 
FTSL First Trust Senior Loan ETF
-0.04%
-$212.98 
FMB First Trust Managed Municipal Fund
-0.04%
-$1,033.22 
JHMU John Hancock Dynamic Municipal Bond ETF
-0.04%
-$120.74 
IBIT iShares Bitcoin Trust
-0.03%
-$481.38 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$300.27 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$57.62 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$149.08 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,165.56 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$201.15 
IWY iShares Russell Top 200 Growth ETF
0%
-$18.24 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5631 | Longs Won 3985/5631 70% | Profit Factor 10.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $237,154.19 | Best Trade (Jun 14) $39.64M | Sharpe Ratio -4.37 |
| Average Loss -$55,175.56 | Worst Trade (Mar 31) -$2.99M | Z-Score 26.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 6d | Expectancy $154,301.72 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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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