Angela Mari Portfolio
Invests via Abich Financial Wealth Management LLC | Managed by Abich Financial Wealth Management, LLC, Impact Partnership Wealth (sub-adviser), AE Wealth Management, LLC (via IPW platform)
Invests via Abich Financial Wealth Management LLC
Managed by Abich Financial Wealth Management, LLC, Impact Partnership Wealth (sub-adviser), AE Wealth Management, LLC (via IPW platform)
Automatically Tracked
Angela Mari Profile
Seasoned technology and growth equity investor with experience leading cross-border deal teams and portfolio-company value creation initiatives. Angela Mari has led investments across software, digital marketplaces and fintech, focused on scaling revenue and operational metrics. Previously worked in investment banking and venture capital; known for structuring growth financings, board-level operational support and exit preparation for strategic buyers and IPOs.
Seasoned technology and growth equity investor with experience leading cross-border deal teams and portfolio-company value creation initiatives. Angela Mari has led investments across software, digital marketplaces and fintech, focused on scaling revenue and operational metrics. Previously worked in investment banking and venture capital; known for structuring growth financings, board-level operational support and exit preparation for strategic buyers and IPOs.
Investment Philosophy & Strategy
Focuses on growth-stage technology investments across software, digital marketplaces and fintech, prioritizing revenue-scalable business models and unit-economics-driven expansion. Prefers structured growth financings that preserve optionality for exits, blends operational board involvement with KPI-driven value creation, and coordinates cross-border syndicates to accelerate go-to-market. Time horizon is multi-year growth-to-exit; risk discipline emphasizes staged capital deployment, milestone-based covenants and pathway to strategic sale or IPO. Portfolio approach favors companies with repeatable sales motion and strong unit economics.
Focuses on growth-stage technology investments across software, digital marketplaces and fintech, prioritizing revenue-scalable business models and unit-economics-driven expansion. Prefers structured growth financings that preserve optionality for exits, blends operational board involvement with KPI-driven value creation, and coordinates cross-border syndicates to accelerate go-to-market. Time horizon is multi-year growth-to-exit; risk discipline emphasizes staged capital deployment, milestone-based covenants and pathway to strategic sale or IPO. Portfolio approach favors companies with repeatable sales motion and strong unit economics.
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:
31.4%
Gain +0.19%
Monthly
0.86%
Yearly
10.79%
Drawdown
8.45%
$314.75M
Equity
Holdings
$314.75M
Investment
$274.77M
$48.7M
Profit +$454,412.27
Realized
$8.73M
Unrealized
$39.98M
Dividends
$10.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$454,412.27
Win %
68%
This Week
Compared To Last Week
Gain
0.15%
Profit
$454,412.27
Win %
68%
This Month
Compared to last month
Gain
2%
Profit
$6.16M
Win %
68%
This Year
Compared to last year
Gain
10.59%
Profit
$30.11M
Win %
68%
AMBA Ambarella, Inc.
+16.07%
+$22,688.56 
AMZN Amazon.com Inc
+15.32%
+$67,180.94 
OPTT Ocean Power Technologies Inc.
+12.5%
+$980 
NABL N-able Inc.
+7.34%
+$4,824.32 
ETN Eaton Corporation plc
+7.32%
+$311.41 
GOOG Alphabet Inc
+6.88%
+$22,166.05 
GOOGL Alphabet Inc
+6.73%
+$25,593.33 
VRT Vertiv Holdings Co
+6.18%
+$10,890.19 
COHR Coherent Corp.
+5.55%
+$30,315.39 
ANET Arista Networks, Inc.
+5.46%
+$158.61 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$254.99 
FTNT Fortinet Inc.
+4.99%
+$13,205.5 
CBOE Cboe Global Markets Inc.
+4.62%
+$5,004.16 
SNPS Synopsys, Inc.
+4.41%
+$3,844.62 
CACI Caci International Inc.
+4.27%
+$19,991.99 
CGNX Cognex Corporation
+4.18%
+$8,973.5 
FTI TechnipFMC plc
+3.98%
+$4,688.14 
S SentinelOne Inc.
+3.59%
+$3,637.25 
MDB MongoDB Inc.
+3.56%
+$11.6 
FFIV F5 Inc.
+3.56%
+$1,589.3 
AMKR Amkor Technology Inc.
+3.34%
+$8,293.11 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$436.6 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$97.16 
META Meta Platforms Inc Class A
+3.28%
+$5,392.4 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$6,168.56 
LSTR Landstar System Inc.
+3.21%
+$5,256.24 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$2,594.4 
WT WisdomTree, Inc.
+3.03%
+$7,966.32 
MSFT Microsoft Corp.
+3.02%
+$39,048.51 
NVDA NVIDIA Corporation
+2.93%
+$38,828.05 
LDOS Leidos Holdings Inc.
+2.84%
+$4,191.66 
P Everpure Inc.
+2.81%
+$3,426.64 
APA APA Corporation
+2.73%
+$6,616.17 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$2,128.6 
NTAP NetApp, Inc.
+2.6%
+$1,030.56 
TNDM Tandem Diabetes Care Inc.
+2.58%
+$0.98 
FSLR First Solar, Inc.
+2.44%
+$2,796.14 
SMCI Super Micro Computer Inc
+2.42%
+$1,425.76 
PSN Parsons Corporation
+2.41%
+$955.76 
ESTC Elastic N.V.
+2.4%
+$1,487.64 
OIH VanEck Oil Services ETF
+2.39%
+$601.66 
CVX Chevron Corporation
+2.35%
+$16,769.2 
ORLY O'Reilly Automotive Inc.
+2.28%
+$45.77 
BP BP p.l.c. Sponsored ADR
+2.26%
+$97 
GLW Corning Incorporated
+2.24%
+$69.69 
TTEK Tetra Tech, Inc.
+2.19%
+$3,391.67 
EOG EOG Resources, Inc.
+2.19%
+$12,023.62 
CDNS Cadence Design Systems, Inc.
+2.16%
+$3,059.99 
QLYS Qualys, Inc.
+2.15%
+$1,258.56 
CSCO Cisco Systems, Inc.
+2.14%
+$6,378.75 
SKYY First Trust Cloud Computing ETF
+2.12%
+$29.7 
JBL Jabil Inc.
+2.12%
+$2,435.69 
PSA Public Storage Common Stock
+2.12%
+$8,205.12 
CHTR Charter Communications Inc
+2.1%
+$157.94 
BEN Franklin Resources Inc.
+2.08%
+$6,431.49 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$1,847.1 
LYFT Lyft Inc.
+1.99%
+$698.43 
AM Antero Midstream Corporation
+1.95%
+$3,765.3 
HAL Halliburton Company
+1.93%
+$7,394.42 
ROK Rockwell Automation, Inc.
+1.93%
+$3,083.79 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,794.55 
IONQ IonQ, Inc.
+1.87%
+$2,068.96 
TSCO Tractor Supply Company
+1.85%
+$964.88 
CRM Salesforce Inc
+1.83%
+$139.02 
ORCL Oracle Corporation
+1.81%
+$3,571.26 
HWM Howmet Aerospace Inc.
+1.8%
+$99.6 
RPD Rapid7 Inc.
+1.79%
+$395.59 
RDW Redwire Corporation
+1.77%
+$690.6 
RDNT RadNet Inc.
+1.74%
+$901.43 
PEGA Pegasystems Inc.
+1.73%
+$419.64 
ADT ADT Inc.
+1.73%
+$1,763.84 
CINF Cincinnati Financial Corporation
+1.69%
+$1,719.84 
ZTS Zoetis Inc.
+1.66%
+$75.6 
FLEX Flex Ltd.
+1.64%
+$2,384.64 
HPE Hewlett Packard Enterprise Company
+1.61%
+$6,387.8 
ACN Accenture plc Class A
+1.61%
+$2,874.6 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$2,640.34 
BSX Boston Scientific Corporation
+1.59%
+$22.63 
AIT Applied Industrial Technologies Inc.
+1.58%
+$605.68 
NTCT Netscout Systems Inc.
+1.57%
+$1,333.71 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$204.18 
CHRD Chord Energy Corp
+1.54%
+$2,217.33 
HPQ HP Inc.
+1.53%
+$4,456.29 
VZ Verizon Communications Inc.
+1.52%
+$6,374.9 
SAP SAP SE Sponsored ADR
+1.51%
+$274 
RHI Robert Half Inc.
+1.5%
+$1,753.36 
LMT Lockheed Martin Corporation
+1.5%
+$1,147.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$41.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$153.6 
NOC Northrop Grumman Corporation
+1.43%
+$4,280.43 
GE General Electric Company
+1.42%
+$538.21 
MKSI MKS Instruments Inc.
+1.42%
+$2,187.06 
WDAY Workday Inc.
+1.41%
+$8.92 
TDC Teradata Corporation
+1.41%
+$743.9 
SLB Schlumberger Limited
+1.39%
+$6,503.52 
KLAC KLA Corporation
+1.38%
+$24.9 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$864.87 
PL PLANET LABS PBC
+1.29%
+$2,256.8 
RS Reliance Inc.
+1.27%
+$304.8 
AKAM Akamai Technologies Inc.
+1.26%
+$1,185.47 
CMCSA Comcast Corp
+1.23%
+$3,450.76 
COP ConocoPhillips
+1.22%
+$5,901.5 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$3,431.94 
VRSN Verisign Inc.
+1.2%
+$729.28 
WFC Wells Fargo & Company
+1.19%
+$43.86 
CVLT Commvault Systems Inc.
+1.19%
+$444.36 
AMAT Applied Materials, Inc.
+1.18%
+$5,758.42 
RMD ResMed Inc.
+1.16%
+$759.88 
ONL Orion Office REIT Inc.
+1.15%
+$0.39 
ITW Illinois Tool Works Inc.
+1.15%
+$39 
MSI Motorola Solutions, Inc.
+1.14%
+$34.51 
TNL Travel + Leisure Co.
+1.13%
+$1,658.34 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$211.28 
VOX Vanguard Communication Services ETF
+1.12%
+$4.02 
THG Hanover Insurance Group, Inc.
+1.1%
+$596.9 
VUG Vanguard Growth ETF
+1.1%
+$119,757.96 
VEEV Veeva Systems Inc.
+1.1%
+$444 
FDMT 4D Molecular Therapeutics, Inc.
+1.09%
+$1,013.54 
RBRK Rubrik, Inc.
+1.09%
+$1,310.4 
OKTA Okta Inc.
+1.07%
+$1,020.75 
VMI Valmont Industries, Inc.
+1.07%
+$468.28 
NOW ServiceNow, Inc.
+1.05%
+$150.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$18.8 
LAZ Lazard Ltd.
+1.02%
+$1,359.66 
ADBE Adobe Inc.
+1.01%
+$2,761.01 
XLE Energy Select Sector SPDR Fund
+1%
+$643.1 
DOCU DocuSign Inc.
+0.99%
+$500.04 
URI United Rentals, Inc.
+0.99%
+$318.9 
TDY Teledyne Technologies Incorporated
+0.98%
+$281.16 
ADP Automatic Data Processing Inc.
+0.98%
+$572.39 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$277.2 
TTE TotalEnergies SE
+0.95%
+$40.67 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$486.76 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$117 
ASTS AST SpaceMobile, Inc.
+0.92%
+$2,268 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$0.64 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$200.16 
IWL iShares Russell Top 200 ETF
+0.87%
+$25.6 
SCHW Charles Schwab Corporation
+0.87%
+$41.86 
IBM International Business Machines Corporation
+0.86%
+$5,504.56 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$178.5 
BBWI Bath & Body Works, Inc.
+0.85%
+$684.59 
GEV GE Vernova Inc.
+0.85%
+$24.93 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4.04 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$44.24 
MCD McDonald's Corporation
+0.82%
+$12,287.06 
ITRI Itron Inc.
+0.82%
+$894.24 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$616.25 
DOX Amdocs Limited
+0.8%
+$210.76 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$395.91 
FORM FormFactor Inc.
+0.78%
+$3,143.06 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$97,437.21 
TSLA Tesla, Inc.
+0.76%
+$3,716.97 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$171.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$179,339.53 
VOO Vanguard S&P 500 ETF
+0.71%
+$174.96 
BB BlackBerry Ltd.
+0.71%
+$162.66 
ENS EnerSys
+0.7%
+$733.2 
CAT Caterpillar Inc.
+0.7%
+$1,043.28 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,589.55 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$246.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,078.72 
CARR Carrier Global Corporation
+0.68%
+$133.14 
NOV Nov Inc.
+0.67%
+$1,124.11 
XT iShares Future Exponential Technologies ETF
+0.67%
+$1,835.92 
PLTR Palantir Technologies Inc.
+0.65%
+$2,164.79 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2.07 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$151,750.32 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$26.03 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$96.39 
IWB iShares Russell 1000 ETF
+0.64%
+$38.7 
SYY Sysco Corporation
+0.63%
+$2,357.44 
EXPE Expedia Group, Inc.
+0.62%
+$828.98 
IVZ Invesco Ltd.
+0.61%
+$1,853.28 
OZK Bank OZK
+0.61%
+$724.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$410.88 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$341.94 
MO Altria Group, Inc.
+0.57%
+$2,627.43 
APH Amphenol Corporation
+0.55%
+$19.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,544.24 
STX Seagate Technology Holdings plc
+0.52%
+$62.3 
NMAX Newsmax Inc.
+0.52%
+$20 
RNR Renaissancere Holdings Ltd.
+0.51%
+$416.35 
MBLY Mobileye Global Inc.
+0.51%
+$2.28 
PLTK Playtika Holding Corp
+0.5%
+$240.64 
CZR Caesars Entertainment, Inc.
+0.47%
+$37.1 
HON Honeywell International Inc.
+0.47%
+$766.85 
AXON Axon Enterprise, Inc.
+0.47%
+$14.76 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$8.12 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,323.42 
IYW iShares U.S. Technology ETF
+0.46%
+$117.72 
GTX Garrett Motion Inc.
+0.45%
+$15.96 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,214.45 
PAYX Paychex Inc.
+0.44%
+$1,307.13 
EBAY eBay Inc.
+0.43%
+$14.21 
RKLB Rocket Lab Corporation
+0.42%
+$270 
PFE Pfizer Inc.
+0.4%
+$1,705.6 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$88.2 
RTX RTX Corporation
+0.39%
+$2,686.32 
VLO Valero Energy Corporation
+0.38%
+$2,778.65 
AVGO Broadcom Inc.
+0.37%
+$2,014.56 
PG Procter & Gamble Co
+0.37%
+$312.7 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,069.5 
OTIS Otis Worldwide Corporation
+0.36%
+$24.44 
TDG TransDigm Group Inc.
+0.36%
+$4.47 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$6.25 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$139.19 
BAC Bank of America Corporation
+0.36%
+$32.78 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$213.3 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$7.92 
ZION Zions Bancorporation, National Association
+0.35%
+$667.44 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$2,504.04 
SNA Snap-on Inc.
+0.33%
+$1,187.29 
TIGO Millicom International Cellular S.A.
+0.33%
+$981.77 
RF Regions Financial Corporation
+0.32%
+$1,151.2 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$196.3 
GD General Dynamics Corporation
+0.32%
+$31.72 
MRK Merck & Co., Inc.
+0.32%
+$2,125.49 
SMH VanEck Semiconductor ETF
+0.3%
+$550.94 
KD Kyndryl Holdings Inc.
+0.3%
+$0.96 
MUST Columbia Multi-Sector Municipal Income ETF
+0.3%
+$24 
TENB Tenable Holdings Inc.
+0.28%
+$160.56 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$1.52 
SPH Suburban Propane Partners L.P.
+0.27%
+$0.55 
JPM JPMorgan Chase & Co.
+0.27%
+$637.32 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$36 
AXS AXIS Capital Holdings Limited
+0.26%
+$119.88 
AMP Ameriprise Financial, Inc.
+0.25%
+$247.02 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.24%
+$5.52 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$6.84 
NRG NRG Energy, Inc.
+0.24%
+$206.07 
CM Canadian Imperial Bank of Commerce
+0.24%
+$1.96 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$31 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$36 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$30.6 
JNJ Johnson & Johnson
+0.21%
+$74.73 
ADI Analog Devices, Inc.
+0.2%
+$310.8 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$5.72 
CMI Cummins Inc.
+0.19%
+$10.98 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$12.8 
INTU Intuit Inc.
+0.18%
+$106.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$9.54 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$414.48 
USB U.S. Bancorp
+0.17%
+$835.33 
T AT&T Inc.
+0.17%
+$575.76 
MS Morgan Stanley
+0.17%
+$38.52 
HST Host Hotels & Resorts Inc.
+0.16%
+$518.6 
KNSL Kinsale Capital Group Inc.
+0.15%
+$51.15 
CB Chubb Limited
+0.15%
+$225.25 
DELL Dell Technologies Inc.
+0.14%
+$10.08 
EA Electronic Arts Inc.
+0.13%
+$169.56 
XYL Xylem Inc.
+0.13%
+$1.65 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$6.36 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$6.7 
FTSL First Trust Senior Loan ETF
+0.11%
+$17.3 
BDX Becton, Dickinson and Company
+0.1%
+$22.06 
ISRG Intuitive Surgical, Inc.
+0.1%
+$95.4 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$12.08 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$18 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1.23 
C Citigroup Inc.
+0.1%
+$18.85 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$19.56 
AFL Aflac Inc.
+0.09%
+$51.84 
WMT Walmart Inc.
+0.09%
+$333.11 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$21.12 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$3.06 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$8 
INDY iShares India 50 ETF
+0.07%
+$3.75 
VRNS Varonis Systems, Inc.
+0.05%
+$26.2 
PENN PENN Entertainment, Inc.
+0.05%
+$3.25 
BKLN Invesco Senior Loan ETF
+0.05%
+$8.09 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$74.25 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$150.34 
USFD US Foods Holding Corp
+0.04%
+$0.6 
HXL Hexcel Corporation
+0.04%
+$35.84 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$3.19 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$15,715.95 
BRX Brixmor Property Group Inc.
+0.03%
+$74.49 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1.32 
DIS The Walt Disney Company
+0.03%
+$4.92 
SHV iShares Short Treasury Bond ETF
+0.03%
+$77.61 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$4.1 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$3.31 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$2.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$465.72 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$5.88 
CLOA iShares AAA CLO ETF
+0.02%
+$2.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$0.51 
RLI RLI Corp.
+0.02%
+$17.69 
AFG American Financial Group Inc.
+0.01%
+$38.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$0.55 
FEX First Trust Large Cap Core Fund A
+0.01%
+$0.15 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$0.1 
ILMN Illumina, Inc.
+0.01%
+$23.63 
ACLX Arcellx, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CMA Comerica Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DXC Dxc Technology Co.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
GFAI Guardforce AI Co., Ltd.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 CVEW
CVEWS
0%
$0 CGC
CGC
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$71,316.63 
MYGN Myriad Genetics Inc.
-46.74%
-$21,314.92 
RBLX Roblox Corporation
-26.85%
-$29,629.69 
WU Western Union Co.
-17.3%
-$22,188.39 
GDDY Godaddy Inc.
-16.7%
-$182.49 
LEA Lear Corporation
-10.72%
-$16,584.33 
COIN Coinbase Global, Inc.
-10.59%
-$25,564.33 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$12,005.4 
AAPL Apple Inc.
-7.35%
-$111,320.8 
NXT Nextracker Inc.
-7.25%
-$9,476.44 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$8,258.4 
KRYS Krystal Biotech Inc.
-7.01%
-$10,163.35 
EEFT Euronet Worldwide, Inc.
-6.96%
-$2,274.84 
EIX Edison International
-6.81%
-$2,197.6 
PPC Pilgrim's Pride Corporation
-6.75%
-$2,003.76 
NXPI NXP Semiconductors N.V.
-6.53%
-$96 
SYK Stryker Corporation
-6.42%
-$893.6 
TROW T. Rowe Price Group, Inc.
-6.31%
-$22,823.43 
MU Micron Technology, Inc.
-5.9%
-$141,724.19 
OKLO Oklo Inc.
-5.5%
-$226 
EXEL Exelixis Inc.
-5.25%
-$3,316.32 
LYV Live Nation Entertainment, Inc.
-5.14%
-$94.3 
SNDK SanDisk Corporation
-5.09%
-$7,685.34 
CORZ Core Scientific, Inc.
-5%
-$23,439.36 
MSTR Strategy Inc.
-4.56%
-$2,497.6 
TXG 10x Genomics Inc.
-4.37%
-$10,277.28 
SPOT Spotify Technology S.A.
-4.34%
-$3,876.57 
EDIT Editas Medicine Inc.
-4.09%
-$1.32 
SMG Scotts Miracle-Gro Co.
-3.85%
-$5,278.41 
BEAM Beam Therapeutics Inc.
-3.66%
-$13.58 
AU AngloGold Ashanti plc
-3.66%
-$19,968.34 
GLDG Goldmining Inc.
-3.49%
-$21 
VCEL Vericel Corporation
-3.47%
-$1,650 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$26 
LAB Standard Biotools Inc.
-3.33%
-$2,743.44 
SW Smurfit WestRock PLC
-3.26%
-$421.6 
ETHA iShares Ethereum Trust
-3.03%
-$24,422.64 
EPR EPR Properties
-3.03%
-$4,242.78 
XBI SPDR S&P Biotech ETF
-2.94%
-$111.25 
WIX Wix.com Ltd.
-2.91%
-$4.95 
IBIT iShares Bitcoin Trust
-2.89%
-$29,452.1 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$82 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$1,032.46 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$2,579.08 
INCY Incyte Corporation
-2.82%
-$7,182.9 
TOL Toll Brothers Inc
-2.76%
-$832.14 
IBKR Interactive Brokers Group Inc.
-2.75%
-$3,630.42 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$12.5 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$2,810.88 
CSL Carlisle Companies Inc.
-2.69%
-$1,812.72 
QCOM QUALCOMM Incorporated
-2.63%
-$8,650.34 
ABBV AbbVie Inc.
-2.51%
-$1,378.11 
KMPR Kemper Corporation
-2.51%
-$506.62 
IDYA Ideaya Biosciences Inc.
-2.47%
-$1,908 
ALGN Align Technology, Inc.
-2.45%
-$1,491.75 
BHF Brighthouse Financial Inc.
-2.43%
-$53.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$30.32 
DLR Digital Realty Trust, Inc.
-2.42%
-$4.67 
MGM MGM Resorts International
-2.39%
-$370.6 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$1,865.07 
YUM Yum! Brands, Inc.
-2.37%
-$96.72 
XLB Materials Select Sector SPDR Fund
-2.34%
-$302.5 
RHLD Resolute Holdings Management Inc.
-2.34%
-$630.48 
DDS Dillard's Inc.
-2.32%
-$4,023.35 
ARKK ARK Innovation ETF Fund
-2.28%
-$9.96 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$62.79 
MTN Vail Resorts, Inc.
-2.25%
-$2,101.85 
CPT Camden Property Trust
-2.19%
-$590.24 
BA Boeing Company
-2.15%
-$4,983.71 
NEM Newmont Corporation
-2.14%
-$3,095.5 
ARKF Ark Fintech Innovation ETF
-2.1%
-$33.15 
KHC The Kraft Heinz Company
-2.01%
-$18.02 
GPGI GPGI Inc
-2%
-$3,242.16 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$4,442.92 
NFLX Netflix, Inc.
-2%
-$277.4 
HMC Honda Motor Co., Ltd.
-1.99%
-$59.17 
HIW Highwoods Properties, Inc.
-1.98%
-$2,555.38 
AWK American Water Works Company, Inc.
-1.93%
-$5.28 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,262.44 
CRUS Cirrus Logic, Inc.
-1.9%
-$923.68 
IBB iShares Biotechnology ETF
-1.87%
-$337.25 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$1,704.78 
EPAC Enerpac Tool Group Corp.
-1.81%
-$2.64 
UAL United Airlines Holdings, Inc.
-1.8%
-$780.5 
RGEN Repligen Corporation
-1.8%
-$7.77 
SYF Synchrony Financial
-1.79%
-$1,698.78 
BBY Best Buy Co., Inc.
-1.78%
-$5,885.88 
APD Air Products and Chemicals, Inc.
-1.77%
-$26.55 
ETSY Etsy Inc.
-1.77%
-$1,126.02 
PINS Pinterest, Inc. Class A
-1.72%
-$41.58 
FLO Flowers Foods, Inc.
-1.68%
-$830.28 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,476.94 
ADM Archer-Daniels-Midland Co
-1.66%
-$6,909.04 
TMC TMC the metals company Inc.
-1.66%
-$1,380 
BHP BHP Group Ltd.
-1.64%
-$60.63 
DRI Darden Restaurants, Inc.
-1.64%
-$27.12 
SQ Block, Inc.
-1.64%
-$5,023.35 
PHYS Sprott Physical Gold Trust
-1.61%
-$2,768.5 
CNR Core Natural Resources, Inc.
-1.59%
-$51.6 
LRCX Lam Research Corporation
-1.58%
-$5,677.61 
NET Cloudflare Inc.
-1.56%
-$3,342.78 
UTHR United Therapeutics Corporation
-1.54%
-$843.44 
GLD SPDR Gold Shares
-1.49%
-$26,442.05 
CNA CNA Financial Corporation
-1.48%
-$3,912.08 
CIFR Cipher Mining Inc.
-1.48%
-$15,681.35 
IAU iShares Gold Trust
-1.46%
-$389.85 
FICO Fair Isaac Corporation
-1.45%
-$16.57 
PTGX Protagonist Therapeutics Inc.
-1.44%
-$1,864 
GPS Gap Inc-The
-1.42%
-$1,901.24 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$833 
GLBE Global-E Online Ltd.
-1.41%
-$33.04 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$1,750.48 
LUV Southwest Airlines Co.
-1.38%
-$694.89 
NKE Nike, Inc. - Class B
-1.37%
-$361.34 
CIVI Civitas Resources Inc.
-1.37%
-$1,290.1 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$157.08 
MTG MGIC Investment Corporation
-1.35%
-$612.13 
DAL Delta Air Lines, Inc.
-1.3%
-$10.35 
OMF OneMain Holdings Inc.
-1.29%
-$1,804.82 
NNN NNN REIT, Inc.
-1.29%
-$2,600.28 
FCX Freeport-McMoRan Inc.
-1.28%
-$97.2 
ATEN A10 Networks, Inc.
-1.27%
-$1,022.58 
GRMN Garmin Ltd.
-1.27%
-$52.78 
NANR SPDR S&P North American Natural Resources ETF
-1.25%
-$1,473.59 
CLX The Clorox Company
-1.24%
-$2,612.4 
SCCO Southern Copper Corporation
-1.24%
-$8,461.51 
HSY The Hershey Company
-1.23%
-$3,945.79 
MDLZ Mondelez International, Inc.
-1.22%
-$98.56 
F Ford Motor Company
-1.21%
-$5,760.36 
CNXC Concentrix Corporation
-1.21%
-$710.1 
IQV IQVIA Holdings Inc.
-1.17%
-$2,371.11 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$55.86 
NEE NextEra Energy, Inc.
-1.15%
-$22.22 
WRB W.R. Berkley Corporation
-1.15%
-$1,053.36 
OMC Omnicom Group Inc.
-1.14%
-$3,145.87 
DE Deere & Company
-1.13%
-$81.6 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$39.42 
DEO Diageo plc Sponsored ADR
-1.12%
-$125 
IR Ingersoll Rand Inc.
-1.11%
-$45.12 
PNR Pentair plc
-1.1%
-$15.33 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$160.68 
TXN Texas Instruments Inc
-1.08%
-$2,440.18 
LOW Lowe's Companies Inc.
-1.08%
-$764.99 
MCK McKesson Corporation
-1.08%
-$1,668.28 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$90.48 
DLTR Dollar Tree, Inc.
-1.06%
-$204 
DOC Healthpeak Properties, Inc.
-1.04%
-$2,890.63 
AAL American Airlines Group Inc.
-1.04%
-$3.04 
INTC Intel Corporation
-1.02%
-$475.23 
ARKW ARK Next Generation Internet ETF
-1.02%
-$12.69 
KO The Coca-Cola Company
-1.02%
-$850.5 
FOXA Fox Corporation
-1%
-$876.74 
UPS United Parcel Service, Inc.
-1%
-$26.25 
NXST Nexstar Media Group Inc.
-0.99%
-$1,664.39 
FLJP Franklin FTSE Japan ETF
-0.98%
-$62,773.62 
EW Edwards Lifesciences Corporation
-0.98%
-$101.15 
XOM Exxon Mobil Corporation
-0.97%
-$7,793.82 
MET MetLife Inc.
-0.97%
-$5,731.18 
EWJ iShares MSCI Japan ETF
-0.96%
-$194.4 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$37.6 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$855.6 
BC Brunswick Corporation
-0.94%
-$1,444.5 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$879.76 
FNF Fidelity National Financial, Inc.
-0.9%
-$2,722.08 
LNC Lincoln National Corporation
-0.89%
-$1,446.89 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$76.56 
PGR Progressive Corporation
-0.87%
-$933.72 
O Realty Income Corporation
-0.87%
-$75.6 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3.45 
GILD Gilead Sciences Inc.
-0.81%
-$6,033.67 
KMB Kimberly-Clark Corporation
-0.8%
-$2,287.12 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$925.68 
PYPL PayPal Holdings Inc
-0.76%
-$2,698.08 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$39.99 
ULTA Ulta Beauty Inc.
-0.76%
-$218.4 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$7.7 
MA Mastercard Incorporated
-0.74%
-$68 
BLK BlackRock, Inc.
-0.73%
-$79.8 
PFS Provident Financial Services Inc.
-0.72%
-$646.2 
FAF First American Financial Corporation
-0.71%
-$1,028.16 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$81.51 
EVTR Eaton Vance Total Return Fund
-0.7%
-$106.4 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$394.32 
MLI Mueller Industries Inc.
-0.67%
-$414 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,487.61 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$14.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$595.01 
AMGN Amgen Inc.
-0.64%
-$3,821.7 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$137.34 
GS The Goldman Sachs Group, Inc.
-0.63%
-$473.04 
HAS Hasbro Inc.
-0.62%
-$1,655.54 
EME EMCOR Group, Inc.
-0.62%
-$627.38 
PM Philip Morris International Inc.
-0.61%
-$35.4 
ECL Ecolab Inc.
-0.61%
-$8.55 
DHR Danaher Corporation
-0.61%
-$23.8 
ACGL Arch Capital Group Ltd
-0.6%
-$2,761.47 
EVLN Eaton Vance Floating-Rate ETF
-0.6%
-$86.13 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$87.3 
DAR Darling Ingredients Inc.
-0.59%
-$428.76 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$14.4 
HRB H&R Block Inc.
-0.59%
-$607.88 
FLGB Franklin FTSE United Kingdom ETF
-0.59%
-$2.2 
SCHF Schwab International Equity ETF
-0.58%
-$212.32 
SBUX Starbucks Corporation
-0.57%
-$757.2 
DGX Quest Diagnostics Inc.
-0.55%
-$86.43 
WAB Wabtec Corporation
-0.55%
-$19.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,580.58 
COF Capital One Financial Corporation
-0.54%
-$37.29 
LLY Eli Lilly and Company
-0.53%
-$1,072.75 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$12.9 
FTCS First Trust Capital Strength ETF
-0.51%
-$6.63 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$14.26 
SCHH Schwab U.S. REIT ETF
-0.49%
-$43.2 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$53.34 
ALL Allstate Corporation
-0.49%
-$730.61 
CELH Celsius Holdings Inc.
-0.48%
-$5.46 
IWM iShares Russell 2000 ETF
-0.47%
-$172.36 
FHB First Hawaiian, Inc.
-0.47%
-$599.43 
MGNI Magnite, Inc.
-0.46%
-$0.81 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$1.5 
CF CF Industries Holdings, Inc.
-0.46%
-$402.52 
PEP PepsiCo, Inc.
-0.46%
-$170.88 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$92.1 
G Genpact Ltd.
-0.45%
-$184.8 
DVY iShares Select Dividend ETF
-0.45%
-$45.36 
M Macy's Inc.
-0.44%
-$965.36 
VGK Vanguard FTSE Europe ETF
-0.44%
-$166,798 
CCK Crown Holdings Inc.
-0.44%
-$291.72 
TRV The Travelers Companies, Inc.
-0.43%
-$704.16 
CVE Cenovus Energy Inc.
-0.43%
-$101.92 
LAMR Lamar Advertising Company
-0.43%
-$1,293.71 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$59.28 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$12.5 
HD The Home Depot, Inc.
-0.42%
-$187.65 
MELI MercadoLibre, Inc.
-0.41%
-$155.6 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$203.8 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$2.66 
GL Globe Life Inc.
-0.4%
-$269.37 
MBB iShares MBS ETF
-0.4%
-$2,275.13 
ORI Old Republic International Corp.
-0.39%
-$827.22 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$7.54 
VGT Vanguard Information Technology ETF
-0.38%
-$34.4 
AXP American Express Company
-0.38%
-$44.45 
HQY HealthEquity Inc.
-0.38%
-$76 
FDX FedEx Corporation
-0.37%
-$192.05 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$233.18 
TMUS T-Mobile US, Inc.
-0.36%
-$131.67 
OSK Oshkosh Corporation
-0.36%
-$113.73 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1.92 
PCN PIMCO Corporate & Income Strategy Fund
-0.34%
-$0.4 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$52.8 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$119.34 
CART Maplebear Inc.
-0.34%
-$174.9 
TFC Truist Financial Corporation
-0.33%
-$1.36 
SWKS Skyworks Solutions Inc.
-0.32%
-$703.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$40.92 
CEG Constellation Energy Corporation
-0.31%
-$353.16 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$44.4 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$29.88 
VST Vistra Corp
-0.29%
-$240.8 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$6.96 
MTB M&T Bank Corporation
-0.29%
-$1,098.39 
MKTX MarketAxess Holdings Inc.
-0.28%
-$113.16 
SDY SPDR S&P Dividend ETF
-0.28%
-$52.8 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$0.62 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.28%
-$9.45 
VTV Vanguard Value ETF
-0.27%
-$45,785.58 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$42.42 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$53.01 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$264.86 
VCRB Vanguard Core Bond ETF
-0.25%
-$7.33 
MFC Manulife Financial Corporation
-0.25%
-$28.6 
FISV Fiserv, Inc.
-0.24%
-$1.3 
COST Costco Wholesale Corporation
-0.24%
-$84.36 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$7.6 
BNDX Vanguard Total International Bond ETF
-0.23%
-$11.77 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.22%
-$26,181.49 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$618.32 
PFG Principal Financial Group, Inc.
-0.22%
-$842.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$307.79 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$2,398.86 
RCUS Arcus Biosciences Inc.
-0.21%
-$305.76 
LSCC Lattice Semiconductor Corporation
-0.21%
-$682.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$9.3 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$4.95 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$24.15 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$0.6 
EPD Enterprise Products Partners L.P.
-0.18%
-$72.52 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$3.06 
BKNG Booking Holdings Inc.
-0.18%
-$8.5 
ACI Albertsons Companies, Inc.
-0.17%
-$210.14 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2.5 
UGI UGI Corporation
-0.17%
-$222.6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$49.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$28.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$50.28 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$400.79 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$7.36 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$18.54 
CRNX Crinetics Pharmaceuticals Inc.
-0.13%
-$179.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$26.1 
ASH Ashland Inc.
-0.12%
-$9.99 
QGEN QIAGEN N.V.
-0.12%
-$209.66 
EZU iShares MSCI Eurozone ETF
-0.12%
-$3.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$8.7 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$0.36 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$211.35 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$113.28 
XLF Financial Select Sector SPDR Fund
-0.1%
-$32.82 
WBS Webster Financial Corporation
-0.1%
-$255.52 
TIP iShares TIPS Bond ETF
-0.1%
-$384.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$10.5 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$30.78 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$309.24 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$4.86 
BINC iShares Flexible Income Active ETF
-0.08%
-$12.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$15,765.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$112.88 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$900.74 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$436.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2.45 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$6.64 
SEIC SEI Investments Company
-0.06%
-$35.46 
CLOI VanEck CLO ETF
-0.06%
-$8.64 
VO Vanguard Mid-Cap ETF
-0.05%
-$46.08 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$2.43 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$6.54 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$3.34 
JHG Janus Henderson Group plc
-0.04%
-$75.74 
V Visa Inc. Class A
-0.04%
-$9.8 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$1.68 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$19.96 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$0.09 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$2.86 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$3.16 
TGT Target Corporation
-0.01%
-$72.53 
UBER Uber Technologies, Inc.
-0.01%
-$0.35 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$0.75 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$1.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$0.77 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-0.01%
-$0.07 Events
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Dividends
Dividend Analysis
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| Trades 2584 | Longs Won 1582/2584 61% | Profit Factor 8.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $169,093.66 |
| Average Win $35,004.2 | Best Trade (Aug 26) $4.6M | Sharpe Ratio -2.98 |
| Average Loss -$6,363.35 | Worst Trade (Aug 03) -$971,910 | Z-Score 3.38 (99.93%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $18,848.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 19 | $214 | $290.13 | - | $76.13 | 35.57% | -1.037% |
| AAPL Apple Inc. | 4,540 | $1.15M | $1.4M | - | $249,070.91 | 21.59% | -7.354% |
| ABBV AbbVie Inc. | 213 | $36,534.06 | $53,450.22 | - | $16,916.16 | 46.3% | -2.513% |
| ACGL Arch Capital Group Ltd | 4,527 | $410,735 | $455,099.31 | - | $44,364.31 | 10.8% | -0.603% |
| ACI Albertsons Companies, Inc. | 10,507 | $183,978 | $121,671.06 | - | -$62,306.94 | -33.87% | -0.172% |
| ACLX Arcellx, Inc. | 750 | $61,575 | $61,575 | - | - | - | 0.0 |
| ACN Accenture plc Class A | 1,093 | $271,434.08 | $181,350.56 | - | -$90,083.52 | -33.19% | +1.611% |
| ADBE Adobe Inc. | 1,100 | $388,025 | $275,451 | - | -$112,574 | -29.01% | +1.013% |
| ADI Analog Devices, Inc. | 420 | $102,904.57 | $154,312.2 | - | $51,407.63 | 49.96% | +0.202% |
| ADM Archer-Daniels-Midland Co | 5,156 | $309,721.72 | $408,716.12 | - | $98,994.4 | 31.96% | -1.662% |
| ADP Automatic Data Processing Inc. | 221 | $64,864 | $58,887.66 | - | -$5,976.34 | -9.21% | +0.982% |
| ADT ADT Inc. | 13,568 | $103,843.85 | $103,659.52 | - | -$184.33 | -0.18% | +1.731% |
| AFG American Financial Group Inc. | 1,901 | $272,210.31 | $269,409.72 | - | -$2,800.59 | -1.03% | +0.014% |
| AFL Aflac Inc. | 432 | $48,218 | $55,071.36 | - | $6,853.36 | 14.21% | +0.094% |
| AIT Applied Industrial Technologies Inc. | 113 | $29,499 | $39,008.73 | - | $9,509.73 | 32.24% | +1.577% |
| AKAM Akamai Technologies Inc. | 829 | $62,805 | $95,484.22 | - | $32,679.22 | 52.03% | +1.257% |
| ALGN Align Technology, Inc. | 351 | $43,952 | $59,375.16 | - | $15,423.16 | 35.09% | -2.451% |
| ALL Allstate Corporation | 562 | $120,633 | $148,412.95 | - | $27,779.95 | 23.03% | -0.49% |
| ALNY Alnylam Pharmaceuticals Inc | 147 | $67,032 | $30,211.44 | - | -$36,820.56 | -54.93% | +0.019% |
| AM Antero Midstream Corporation | 8,965 | $153,172.03 | $196,961.05 | - | $43,789.02 | 28.59% | +1.949% |
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FAQ
Which stocks have generated the highest profits for Angela Mari?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $3.7M, Invesco QQQ Trust, Series 1 - $2.22M, Vanguard FTSE Europe ETF - $2.16M, Vanguard Growth ETF - $1.3M, and SPDR Portfolio Emerging Markets ETF - $1.25M. 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: Boeing Company - $82,477.88, Spirit Airlines Inc - $54,506, PACCAR Inc - $30,603.49, Devon Energy Corporation - $26,039.97, and Conagra Brands Inc - $17,202.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Angela Mari's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.2M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $3.51M, Vanguard FTSE Europe ETF - $1.45M, SPDR Portfolio Emerging Markets ETF - $523,848.42, Franklin FTSE Japan ETF - $496,392.48, and SPDR SSGA Investment Grade Public & Private Credit ETF - $493,700.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Angela Mari's monthly returns?
Angela Mari's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Angela Mari's strategy be considered aggressive or moderate?
Angela Mari's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Angela Mari's strategy?
Angela Mari's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
