SS
Sheryl Stephens Portfolio
Invests via Stephens Consulting LLC | Managed by Sheryl (Sherri) Stephens
Invests via Stephens Consulting LLC
Managed by Sheryl (Sherri) Stephens
Automatically Tracked
Sheryl Stephens Profile
With a distinguished career marked by strategic innovation, Sheryl Stephens has established herself as a key figure in the technology and digital transformation sectors. Her background encompasses leadership roles across prominent companies where she has driven growth initiatives and enhanced operational efficiencies. Renowned for her expertise in guiding teams through complex transitions, she brings invaluable insights into market dynamics and consumer engagement strategies. This experience positions her at the forefront of contemporary challenges faced by businesses navigating rapid technological change.
With a distinguished career marked by strategic innovation, Sheryl Stephens has established herself as a key figure in the technology and digital transformation sectors. Her background encompasses leadership roles across prominent companies where she has driven growth initiatives and enhanced operational efficiencies. Renowned for her expertise in guiding teams through complex transitions, she brings invaluable insights into market dynamics and consumer engagement strategies. This experience positions her at the forefront of contemporary challenges faced by businesses navigating rapid technological change.
Investment Philosophy & Strategy
In the realm of technology investments, a keen focus on transformative opportunities guides decision-making. Sheryl Stephens employs her extensive leadership experience to identify disruptive innovations that can redefine industries. By leveraging her operational expertise, she targets companies poised for substantial growth through digital adaptation and strategic market positioning. Her emphasis on consumer engagement ensures that investments align with evolving market trends, while also addressing foundational business models necessary for long-term success. This approach underscores a commitment to fostering sustainable enterprises capable of thriving amidst technological evolution.
In the realm of technology investments, a keen focus on transformative opportunities guides decision-making. Sheryl Stephens employs her extensive leadership experience to identify disruptive innovations that can redefine industries. By leveraging her operational expertise, she targets companies poised for substantial growth through digital adaptation and strategic market positioning. Her emphasis on consumer engagement ensures that investments align with evolving market trends, while also addressing foundational business models necessary for long-term success. This approach underscores a commitment to fostering sustainable enterprises capable of thriving amidst technological evolution.
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:
41.66%
Gain +1.46%
Monthly
0.51%
Yearly
6.33%
Drawdown
12.89%
$332.07M
Equity
Holdings
$332.07M
Investment
$256.48M
$111.21M
Profit +$5.48M
Realized
$35.63M
Unrealized
$75.59M
Dividends
$23.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.46%
Profit
$5.48M
Win %
73%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$108,811.72
Win %
73%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.63M
Win %
73%
This Year
Compared to last year
Gain
7.34%
Profit
$22.7M
Win %
73%
ACH Accendra Health, Inc.
+14.78%
+$1,167.62 
ARM Arm Holdings plc American Depositary Receipt
+11.91%
+$146.42 
MRVL Marvell Technology, Inc.
+11.6%
+$29,300 
MU Micron Technology, Inc.
+11.13%
+$2,481.5 
INTC Intel Corporation
+10.35%
+$443.2 
QXO Qxo Inc.
+10.09%
+$1,520 
STM STMicroelectronics N.V.
+10.09%
+$714 
TSEM Tower Semiconductor Ltd.
+10.01%
+$2,338 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$1,573.1 
SMCI Super Micro Computer Inc
+9%
+$26.35 
FSLR First Solar, Inc.
+8.91%
+$22.2 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+8.5%
+$0.17 
NVTS Navitas Semiconductor Corporation
+8.34%
+$3,420 
AMD Advanced Micro Devices, Inc.
+8.18%
+$37,501.27 
OPENL Opendoor Technologies Inc. Series A Warrant
+8.04%
+$0.08 
CCL Carnival Corporation Ltd.
+7.85%
+$1,152.6 
MRNA Moderna, Inc.
+7.74%
+$21.36 
HOOD Robinhood Markets, Inc.
+7.59%
+$85,215 
OKLO Oklo Inc.
+7.33%
+$23,760 
WDC Western Digital Corporation
+7.32%
+$107.58 
CX Cemex S.A.B. de C.V. Sponsored ADR
+7.29%
+$411.08 
CRWD CrowdStrike Holdings, Inc.
+6.83%
+$88.52 
MP MP Materials Corp.
+6.59%
+$352 
LUV Southwest Airlines Co.
+6.35%
+$213.03 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.22%
+$223 
DJT Trump Media & Technology Group Corp.
+6.16%
+$24 
HON Honeywell International Inc.
+6.15%
+$3,788.33 
BE Bloom Energy Corporation
+6.12%
+$42,975 
QCOM QUALCOMM Incorporated
+6.08%
+$1,035.07 
MCHP Microchip Technology Incorporated
+6.05%
+$2,484.44 
RYAAY Ryanair Holdings plc American Depositary Receipt
+5.96%
+$8,312.5 
BA Boeing Company
+5.89%
+$98,831.04 
BHP BHP Group Ltd.
+5.89%
+$479.22 
DELL Dell Technologies Inc.
+5.82%
+$65,235.9 
SRI Stoneridge Inc.
+5.75%
+$88 
CRCL Circle Internet Group, Inc.
+5.74%
+$9,060 
WSM Williams-Sonoma, Inc.
+5.71%
+$23.64 
SLV iShares Silver Trust
+5.7%
+$1,642.5 
URA Global X Uranium ETF
+5.67%
+$240 
ARTY iShares Future AI & Tech ETF
+5.64%
+$65.79 
WYY WidePoint Corporation
+5.55%
+$162.5 
ANIX Anixa Biosciences Inc.
+5.53%
+$130 
FDX FedEx Corporation
+5.5%
+$140.4 
PANW Palo Alto Networks, Inc.
+5.49%
+$115.6 
CC Chemours Co.
+5.46%
+$238.65 
KMX CarMax Inc.
+5.34%
+$543.9 
HSBC HSBC Holdings plc Sponsored ADR
+5.27%
+$167.98 
TXN Texas Instruments Inc
+5.25%
+$1,628.55 
AMGN Amgen Inc.
+5.23%
+$24,194.19 
GEV GE Vernova Inc.
+5.09%
+$1,544.55 
PAAS Pan American Silver Corp.
+5%
+$663 
EZA iShares MSCI South Africa ETF
+4.99%
+$97.65 
UPS United Parcel Service, Inc.
+4.98%
+$1,146.22 
NEM Newmont Corporation
+4.91%
+$18.22 
ETN Eaton Corporation plc
+4.88%
+$3,662 
BRCC BRC Inc.
+4.76%
+$6 
COIN Coinbase Global, Inc.
+4.71%
+$1,458.26 
WPM Wheaton Precious Metals Corp.
+4.68%
+$3,425.43 
BCS Barclays PLC Sponsored ADR
+4.67%
+$174.59 
ON ON Semiconductor Corporation
+4.67%
+$5,140 
CAT Caterpillar Inc.
+4.66%
+$22,481.06 
ADI Analog Devices, Inc.
+4.62%
+$9,645.15 
TSLA Tesla, Inc.
+4.6%
+$23,359.06 
LMT Lockheed Martin Corporation
+4.58%
+$384.64 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$546.36 
DLTR Dollar Tree, Inc.
+4.39%
+$1,452 
GE General Electric Company
+4.31%
+$1,964.11 
FTNT Fortinet Inc.
+4.26%
+$35.52 
NKE Nike, Inc. - Class B
+4.23%
+$576.6 
XAIX Xtrackers AI and Big Data ETF
+4.23%
+$65.86 
NWG NatWest Group plc Sponsored ADR
+4.21%
+$80.56 
SOLS Sollensys Corp.
+4.21%
+$245.25 
ICLN iShares Global Clean Energy ETF
+4.2%
+$52.6 
SMG Scotts Miracle-Gro Co.
+4.05%
+$12,607.01 
DEFT Defi Technologies Inc.
+3.96%
+$61.5 
AVGO Broadcom Inc.
+3.96%
+$663.52 
DG Dollar General Corporation
+3.95%
+$360.22 
XHB SPDR S&P Homebuilders ETF
+3.93%
+$4,070 
NU Nu Holdings Ltd.
+3.92%
+$45.5 
NVS Novartis AG Sponsored ADR
+3.9%
+$351.97 
EFG iShares MSCI EAFE Growth ETF
+3.86%
+$50.44 
SYM Symbotic Inc. Class A
+3.85%
+$39.75 
DB Deutsche Bank AG
+3.82%
+$117.31 
VKTX Viking Therapeutics Inc.
+3.82%
+$53.06 
KBH KB Home
+3.81%
+$3,970 
PII Polaris Inc.
+3.76%
+$2,275 
RTX RTX Corporation
+3.72%
+$2,996.4 
SCHF Schwab International Equity ETF
+3.69%
+$175.33 
GILD Gilead Sciences Inc.
+3.67%
+$12,849.26 
XLK State Street Technology Select Sector SPDR ETF
+3.62%
+$5,984 
NET Cloudflare Inc.
+3.62%
+$47.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.57%
+$36,861.82 
DKNG DraftKings Inc.
+3.53%
+$12.18 
GTX Garrett Motion Inc.
+3.47%
+$7.77 
SON Sonoco Products Co.
+3.43%
+$168 
TGT Target Corporation
+3.43%
+$1,723.31 
RPM RPM International Inc.
+3.41%
+$5,361.36 
ING ING Groep N.V. Sponsored ADR
+3.4%
+$300.3 
VGT Vanguard Information Technology ETF
+3.38%
+$60.8 
AEM Agnico Eagle Mines Limited
+3.37%
+$2,570 
SCHA Schwab U.S. Small-Cap ETF
+3.36%
+$1,293.6 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+3.36%
+$1,204.87 
GSK GSK plc Sponsored ADR
+3.33%
+$376.81 
FENI Fidelity Enhanced International ETF
+3.33%
+$969,706.36 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.33%
+$5,589.46 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$998.82 
SBUX Starbucks Corporation
+3.31%
+$71.94 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+3.24%
+$731.28 
IR Ingersoll Rand Inc.
+3.22%
+$97.61 
QQQ Invesco QQQ Trust, Series 1
+3.22%
+$3,506.59 
C Citigroup Inc.
+3.22%
+$566.28 
EWZ iShares MSCI Brazil ETF
+3.21%
+$55.34 
SWKS Skyworks Solutions Inc.
+3.21%
+$225.5 
ARKK ARK Innovation ETF Fund
+3.19%
+$93.2 
GLD SPDR Gold Shares
+3.19%
+$18,375.68 
IAU iShares Gold Trust
+3.13%
+$1,827.8 
RXRX Recursion Pharmaceuticals, Inc.
+3.12%
+$6.37 
GS The Goldman Sachs Group, Inc.
+3.12%
+$656.67 
DD DuPont de Nemours Inc.
+3.12%
+$1,049.53 
PCAPW ProCap Acquisition Corp Redeemable Warrant (expiring July 11, 2030, $11.50 strike)
+3.09%
+$1.98 
CMI Cummins Inc.
+3.08%
+$601.09 
BYND Beyond Meat Inc.
+3.05%
+$41.6 
EFA iShares MSCI EAFE ETF
+3.03%
+$66,007.95 
QS QuantumScape Corp
+3%
+$86.31 
NLY Annaly Capital Management, Inc.
+2.99%
+$16 
UBS UBS Group AG
+2.97%
+$183.48 
IEFA iShares Core MSCI EAFE ETF
+2.96%
+$199,685.14 
EBAY eBay Inc.
+2.93%
+$6.23 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+2.89%
+$0.03 
VTRS Viatris Inc.
+2.88%
+$115.11 
AVDV Avantis International Small Cap Value ETF
+2.87%
+$126.64 
VXF Vanguard Extended Market ETF
+2.86%
+$29,147.57 
SCHM Schwab U.S. Mid-Cap ETF
+2.83%
+$1,683.64 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.81%
+$2,910.6 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+2.79%
+$175 
PH Parker-Hannifin Corporation
+2.79%
+$2,442 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.77%
+$521.5 
OMC Omnicom Group Inc.
+2.76%
+$18.36 
IBIT iShares Bitcoin Trust
+2.74%
+$1,056.96 
TEL TE Connectivity plc
+2.72%
+$495 
MS Morgan Stanley
+2.7%
+$903.96 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$2,140.36 
SOUN SoundHound AI Inc.
+2.67%
+$49.86 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$38 
REZI Resideo Technologies Inc.
+2.6%
+$8.58 
ONON On Holding AG
+2.53%
+$67.2 
FEX First Trust Large Cap Core Fund A
+2.52%
+$1,545.39 
LLY Eli Lilly and Company
+2.51%
+$1,569.97 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.51%
+$1,128.6 
NVO Novo Nordisk A/S Sponsored ADR
+2.49%
+$2,183.25 
VB Vanguard Small-Cap ETF
+2.49%
+$507,530.78 
DFIS Dimensional International Small Cap ETF
+2.48%
+$70.47 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$622.73 
DECK Deckers Outdoor Corporation
+2.44%
+$5.43 
COF Capital One Financial Corporation
+2.43%
+$2,177.28 
DOV Dover Corporation
+2.41%
+$448.92 
HACK Amplify Cybersecurity ETF
+2.41%
+$683.27 
CSCO Cisco Systems, Inc.
+2.41%
+$7,461.74 
PFE Pfizer Inc.
+2.4%
+$1,258.9 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$3,094.85 
AVY Avery Dennison Corporation
+2.37%
+$3,492.8 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$29.4 
HSY The Hershey Company
+2.36%
+$20.87 
CMG Chipotle Mexican Grill, Inc.
+2.33%
+$23.43 
VYMI Vanguard International High Dividend Yield Index Fund
+2.33%
+$3,882.84 
IUSG iShares Core S&P U.S. Growth ETF
+2.32%
+$11,511.72 
WAB Wabtec Corporation
+2.32%
+$47.6 
HD The Home Depot, Inc.
+2.28%
+$8,894.97 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.25%
+$838.11 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$2,231.84 
HBAN Huntington Bancshares Incorporated
+2.2%
+$4,916.56 
NVDA NVIDIA Corporation
+2.19%
+$61,118.52 
CRSP Crispr Therapeutics AG
+2.16%
+$10.7 
CAH Cardinal Health Inc.
+2.15%
+$13.92 
CVS CVS Health Corporation
+2.14%
+$105 
WBD Warner Bros. Discovery, Inc.
+2.13%
+$224.56 
HDSN Hudson Technologies Inc.
+2.11%
+$14.49 
SCHV Schwab U.S. Large-Cap Value ETF
+2.09%
+$273.7 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$16.4 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.06%
+$58.32 
NOC Northrop Grumman Corporation
+2.02%
+$3,288 
HPE Hewlett Packard Enterprise Company
+2.01%
+$91.5 
DIS The Walt Disney Company
+1.98%
+$3,114.15 
LRGF iShares U.S. Equity Factor ETF
+1.93%
+$126.38 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$4,893.14 
MICC The Magnum Ice Cream Company N.V.
+1.89%
+$2.35 
AKAM Akamai Technologies Inc.
+1.87%
+$131.22 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$247.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$352.26 
VO Vanguard Mid-Cap ETF
+1.84%
+$506,322.96 
TFC Truist Financial Corporation
+1.84%
+$1,422.83 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.83%
+$123.12 
AVUV Avantis U.S. Small Cap Value ETF
+1.81%
+$317,063.16 
REGN Regeneron Pharmaceuticals, Inc.
+1.8%
+$10.85 
AXP American Express Company
+1.79%
+$3,144.4 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$2,256.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.77%
+$1,943.1 
IJS iShares S&P Small-Cap 600 Value ETF
+1.77%
+$582.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.75%
+$421.95 
ITW Illinois Tool Works Inc.
+1.73%
+$155.34 
VTV Vanguard Value ETF
+1.73%
+$421,656.46 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.71%
+$8,641.18 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$2,448 
CEG Constellation Energy Corporation
+1.68%
+$601.62 
VUG Vanguard Growth ETF
+1.67%
+$47,216.4 
IVV iShares Core S&P 500 ETF
+1.67%
+$3,912.31 
MRK Merck & Co., Inc.
+1.66%
+$825.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$26.98 
VOO Vanguard S&P 500 ETF
+1.66%
+$1.17M 
DE Deere & Company
+1.66%
+$2,811.84 
EWM iShares MSCI Malaysia ETF
+1.65%
+$27.75 
SHOP Shopify Inc.
+1.65%
+$3.56 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.64%
+$137.15 
BUD Anheuser-Busch InBev S.A. ADR
+1.63%
+$66.25 
BETZ Roundhill Sports Betting & iGaming ETF
+1.62%
+$44.24 
SNY Sanofi American Depositary Receipt
+1.61%
+$26.6 
TM Toyota Motor Corporation
+1.59%
+$49.32 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$20,842.25 
LVHI Franklin International Low Volatility High Dividend ETF
+1.55%
+$291.87 
JPM JPMorgan Chase & Co.
+1.52%
+$37,730.97 
SDOG ALPS Sector Dividend Dogs ETF
+1.52%
+$144.9 
COLB Columbia Banking System, Inc.
+1.51%
+$1,290.93 
BRBR BellRing Brands Inc.
+1.51%
+$16.51 
IWF iShares Russell 1000 Growth ETF
+1.5%
+$41,313.2 
HUM Humana Inc.
+1.46%
+$10.66 
OPEN Opendoor Technologies Inc.
+1.45%
+$8.64 
NIO Nio Inc.
+1.45%
+$375 
MFC Manulife Financial Corporation
+1.43%
+$38.08 
IBM International Business Machines Corporation
+1.41%
+$1,740.2 
CERS Cerus Corporation
+1.41%
+$56.7 
EIX Edison International
+1.4%
+$135 
ULTA Ulta Beauty Inc.
+1.37%
+$6.43 
SYY Sysco Corporation
+1.36%
+$265.36 
CHY Calamos Convertible and High Income Fund
+1.34%
+$102 
VIG Vanguard Dividend Appreciation ETF
+1.34%
+$66,550.89 
GEHC GE HealthCare Technologies Inc.
+1.32%
+$26.04 
AMZN Amazon.com Inc
+1.31%
+$1,624.47 
PRU Prudential Financial, Inc.
+1.31%
+$133.37 
LIN Linde plc
+1.28%
+$9,212.76 
YUM Yum! Brands, Inc.
+1.26%
+$966.46 
VYM Vanguard High Dividend Yield ETF
+1.24%
+$7,039.95 
EGP EastGroup Properties Inc.
+1.22%
+$735 
POOL Pool Corporation
+1.21%
+$6.9 
VNM VanEck Vietnam ETF
+1.21%
+$25.37 
AAPL Apple Inc.
+1.2%
+$42,668.62 
IUSV iShares Core S&P U.S. Value ETF
+1.19%
+$1,406.49 
MNST Monster Beverage Corporation
+1.12%
+$16.32 
KRG Kite Realty Group Trust
+1.11%
+$206.08 
HCA HCA Healthcare Inc.
+1.08%
+$4,390.2 
BAC Bank of America Corporation
+1.04%
+$456 
TTWO Take-Two Interactive Software, Inc.
+1%
+$8.46 
ETSY Etsy Inc.
+1%
+$69 
DLR Digital Realty Trust, Inc.
+1%
+$271.5 
SDY SPDR S&P Dividend ETF
+0.99%
+$110.26 
MCD McDonald's Corporation
+0.99%
+$982.8 
UBER Uber Technologies, Inc.
+0.99%
+$15.64 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.99%
+$1,353.87 
INDA ISHARES MSCI INDIA ETF
+0.97%
+$26.68 
DXCM DexCom, Inc.
+0.97%
+$187.05 
BF-B Brown-Forman Corporation
+0.94%
+$132.5 
MMM 3M Company
+0.85%
+$455.6 
CTAS Cintas Corporation
+0.83%
+$1.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.83%
+$207.48 
TMUS T-Mobile US, Inc.
+0.82%
+$1.53 
KHC The Kraft Heinz Company
+0.81%
+$49.53 
CTA-PA EIDP, Inc.
+0.81%
+$321.21 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.81%
+$1,548.18 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$2,461.9 
ABT Abbott Laboratories
+0.78%
+$69.5 
RY Royal Bank of Canada
+0.74%
+$38.22 
UNP Union Pacific Corporation
+0.72%
+$260.55 
FFIV F5 Inc.
+0.67%
+$7.91 
FTCS First Trust Capital Strength ETF
+0.67%
+$490.14 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$33.6 
VZ Verizon Communications Inc.
+0.66%
+$304.42 
CELH Celsius Holdings Inc.
+0.65%
+$18.29 
BLK BlackRock, Inc.
+0.63%
+$31.8 
NSC Norfolk Southern Corporation
+0.61%
+$394.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$754.88 
ASIX AdvanSix Inc.
+0.58%
+$0.37 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$48.23 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.58%
+$544.97 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$714.84 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$166,908.54 
STZ Constellation Brands, Inc.
+0.55%
+$4.65 
ISRG Intuitive Surgical, Inc.
+0.54%
+$20.16 
RDDT Reddit Inc Class A
+0.51%
+$879.99 
KMB Kimberly-Clark Corporation
+0.5%
+$4.08 
MGM MGM Resorts International
+0.49%
+$23.23 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.49%
+$17.64 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$1.64 
CHW Calamos Global Dynamic Income Fund
+0.47%
+$8 
PRK Park National Corporation
+0.47%
+$937.26 
FE FirstEnergy Corp.
+0.43%
+$210 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.43%
+$42.75 
PFG Principal Financial Group, Inc.
+0.37%
+$297.25 
PLTR Palantir Technologies Inc.
+0.35%
+$6.75 
ABBV AbbVie Inc.
+0.33%
+$1,098 
BGH Barings Global Short Duration High Yield Fund
+0.32%
+$57.65 
ESPO VanEck Video Gaming and eSports ETF
+0.31%
+$69.12 
PEBO Peoples Bancorp Inc.
+0.3%
+$285.89 
MDT Medtronic plc
+0.29%
+$23.5 
ENB Enbridge Inc.
+0.29%
+$191.56 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.28%
+$102.89 
RIET Hoya Capital High Dividend Yield ETF
+0.28%
+$16.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$767.63 
MDIV FT Multi-Asset Diversified Income Fund
+0.27%
+$9 
MUB iShares National Muni Bond ETF
+0.25%
+$1,997.46 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$87.4 
JNJ Johnson & Johnson
+0.24%
+$1,952.79 
BHF Brighthouse Financial Inc.
+0.24%
+$4.05 
CMCSA Comcast Corp
+0.23%
+$34.04 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.22%
+$206.5 
EVRG Evergy Inc.
+0.22%
+$2.34 
GIS General Mills, Inc.
+0.19%
+$34.19 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$58.91 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$23.71 
VNQ Vanguard Real Estate ETF
+0.14%
+$1.54 
TXG 10x Genomics Inc.
+0.14%
+$0.84 
GOOG Alphabet Inc
+0.13%
+$69.92 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.12%
+$9.48 
DTE DTE Energy Company
+0.1%
+$1,259.47 
NI NiSource Inc.
+0.1%
+$0.18 
AEP American Electric Power Company, Inc.
+0.09%
+$98.01 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$7,334.08 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$14,917 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.06%
+$4.7 
DTM Dt Midstream Inc.
+0.05%
+$137.2 
IBTH iShares iBonds Dec 2027 Term
+0.04%
+$3.34 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$1,988.32 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$1.57 
HDV iShares Core High Dividend ETF
+0.02%
+$11.85 
MSI Motorola Solutions, Inc.
+0.01%
+$1.02 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BRR
0%
$0 
CBOA
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
FSSL
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
JCI
0%
$0 
LYV
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
Q
0%
$0 
SQ Block, Inc.
0%
$0 
TSE Trinseo PLC
0%
$0 
ORCL Oracle Corporation
-8.25%
-$4,165.34 
ADBE Adobe Inc.
-5.85%
-$177.58 
CSGP CoStar Group, Inc.
-4.9%
-$25.18 
WDAY Workday Inc.
-4.88%
-$33.55 
OXY-WT Occidental Petroleum Corporation
-4.14%
-$36.5 
IT Gartner Inc.
-4.07%
-$25.24 
SAP SAP SE Sponsored ADR
-4.05%
-$207 
DVN Devon Energy Corporation
-4.01%
-$5,610 
WIX Wix.com Ltd.
-3.86%
-$33.91 
COP ConocoPhillips
-3.49%
-$652.86 
EOLS Evolus Inc.
-3.3%
-$64.32 
APA APA Corporation
-3.16%
-$48 
SPOT Spotify Technology S.A.
-3.14%
-$63.24 
APP AppLovin Corporation Class A Common Stock
-3.05%
-$15.04 
VRSN Verisign Inc.
-3.05%
-$35.12 
MOH Molina Healthcare Inc.
-2.94%
-$17.43 
HUBS HubSpot, Inc.
-2.85%
-$27.5 
INTU Intuit Inc.
-2.66%
-$45.42 
NOW ServiceNow, Inc.
-2.66%
-$70.5 
XOM Exxon Mobil Corporation
-2.6%
-$12,371.24 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.55%
-$506.22 
OXY Occidental Petroleum Corporation
-2.43%
-$277 
BABA Alibaba Group Holding Limited SP ADR
-2.41%
-$41.7 
CRM Salesforce Inc
-2.35%
-$92.46 
LYB LyondellBasell Industries N.V.
-2.3%
-$19.5 
DRLL Strive U.S. Energy ETF
-2.3%
-$808.66 
WM Waste Management, Inc.
-2.17%
-$131.09 
MO Altria Group, Inc.
-2.16%
-$13,317.82 
TTD The Trade Desk, Inc. Class A
-2%
-$2.69 
CVX Chevron Corporation
-1.94%
-$2,215.36 
SOLV Solventum Corporation
-1.93%
-$54.6 
PSX Phillips 66
-1.88%
-$760.43 
SNPS Synopsys, Inc.
-1.87%
-$8.6 
XLE Energy Select Sector SPDR Fund
-1.85%
-$814.32 
UWMC UWM Holdings Corporation
-1.85%
-$45 
MSFT Microsoft Corp.
-1.83%
-$15,903.06 
ADP Automatic Data Processing Inc.
-1.83%
-$481.08 
SUN Sunoco L.P.
-1.7%
-$112 
BSX Boston Scientific Corporation
-1.68%
-$102.87 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.64%
-$298.7 
DOW Dow Inc.
-1.64%
-$1,170.96 
SBAC SBA Communications Corporation
-1.59%
-$16.52 
SCLX Scilex Holding Company
-1.59%
-$0.28 
PAYX Paychex Inc.
-1.55%
-$3.13 
AMT American Tower Corporation
-1.53%
-$23.52 
DHR Danaher Corporation
-1.44%
-$238.5 
AWK American Water Works Company, Inc.
-1.39%
-$12.29 
CCI Crown Castle Inc.
-1.36%
-$16.51 
FSK FS KKR Capital Corp.
-1.32%
-$82.36 
INGR Ingredion Inc.
-1.3%
-$1,330 
ACN Accenture plc Class A
-1.3%
-$176.8 
EPD Enterprise Products Partners L.P.
-1.24%
-$470 
KMI Kinder Morgan, Inc.
-1.23%
-$105.3 
PLUG Plug Power Inc.
-1.22%
-$15.12 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$64.35 
PSJ Invesco Dynamic Software ETF
-1.21%
-$24.15 
CTSH Cognizant Technology Solutions Corporation
-1.17%
-$3.63 
ESTC Elastic N.V.
-1.12%
-$1,360 
NMRK Newmark Group Inc.
-1.07%
-$67.01 
MAA Mid-America Apartment Communities, Inc.
-1.05%
-$10.26 
AKRE Akre Focus ETF
-1.05%
-$1,734.78 
MPC Marathon Petroleum Corporation
-1.02%
-$93.8 
PM Philip Morris International Inc.
-1.01%
-$1,992.45 
KDP Keurig Dr Pepper Inc.
-1.01%
-$2.56 
MDLZ Mondelez International, Inc.
-0.97%
-$532.5 
KO The Coca-Cola Company
-0.96%
-$1,034.42 
V Visa Inc. Class A
-0.95%
-$322.35 
DPZ Domino's Pizza Inc.
-0.93%
-$455.7 
NFLX Netflix, Inc.
-0.9%
-$103.6 
JKHY Jack Henry & Associates, Inc.
-0.89%
-$5.7 
TCI Transcontinental Realty Investors, Inc.
-0.84%
-$25.74 
COST Costco Wholesale Corporation
-0.81%
-$2,456.55 
PGR Progressive Corporation
-0.73%
-$2.98 
CPRT Copart Inc.
-0.72%
-$1.12 
NTAP NetApp, Inc.
-0.7%
-$1.12 
SYK Stryker Corporation
-0.7%
-$2,453.15 
CDNS Cadence Design Systems, Inc.
-0.69%
-$2.65 
ATO Atmos Energy Corporation
-0.68%
-$1.15 
PDD PDD Holdings Inc. American Depositary Shares
-0.64%
-$520 
POST Post Holdings Inc.
-0.62%
-$58 
CHD Church & Dwight Co., Inc.
-0.58%
-$4.56 
ED Consolidated Edison, Inc.
-0.58%
-$6.82 
META Meta Platforms Inc Class A
-0.54%
-$468.18 
BP BP p.l.c. Sponsored ADR
-0.51%
-$49.72 
SCHW Charles Schwab Corporation
-0.5%
-$27 
CPT Camden Property Trust
-0.48%
-$4.95 
DUK Duke Energy Corporation
-0.47%
-$1,055.51 
JRI Nuveen Real Asset Income and Growth Fund
-0.47%
-$24.71 
HPQ HP Inc.
-0.47%
-$11.5 
ROP Roper Technologies Inc.
-0.45%
-$3.02 
MVIS Microvision Inc.
-0.44%
-$0.34 
SO The Southern Company
-0.42%
-$865.6 
NRDS NerdWallet Inc.
-0.42%
-$9.28 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.39%
-$8.28 
YUMC Yum China Holdings Inc.
-0.35%
-$77.5 
CL Colgate-Palmolive Company
-0.32%
-$4.64 
MA Mastercard Incorporated
-0.32%
-$64.37 
ADC Agree Realty Corporation
-0.32%
-$48 
SHEL Shell plc
-0.29%
-$89.75 
EPAM Epam Systems Inc.
-0.27%
-$0.26 
FISV Fiserv, Inc.
-0.26%
-$13.41 
PEP PepsiCo, Inc.
-0.25%
-$986.76 
LNT Alliant Energy Corporation
-0.25%
-$0.54 
CP Canadian Pacific Kansas City Limited
-0.25%
-$5.5 
AFL Aflac Inc.
-0.24%
-$17.64 
UL Unilever PLC Sponsored American Depositary Receipt
-0.23%
-$4.18 
WMT Walmart Inc.
-0.22%
-$1,553.31 
UNH UnitedHealth Group Incorporated
-0.21%
-$6.72 
PNW Pinnacle West Capital Corporation
-0.2%
-$21.63 
FNV Franco-Nevada Corporation
-0.19%
-$70 
WOMN Impact Shares YWCA Women's Empowerment ETF
-0.18%
-$15.38 
ETR Entergy Corporation
-0.18%
-$0.6 
PG Procter & Gamble Co
-0.17%
-$701.26 
HLN Haleon Plc - ADR
-0.17%
-$33.23 
MCK McKesson Corporation
-0.16%
-$1.28 
EXC Exelon Corporation
-0.11%
-$22.15 
NNN NNN REIT, Inc.
-0.11%
-$12 
GOOGL Alphabet Inc
-0.1%
-$405.76 
AM Antero Midstream Corporation
-0.09%
-$67.2 
NEE NextEra Energy, Inc.
-0.07%
-$7.44 
IBMO iShares iBonds Dec 2026 Term ETF
-0.06%
-$4.7 
PPL PPL Corporation
-0.06%
-$0.44 
EA Electronic Arts Inc.
-0.05%
-$0.55 
RJF Raymond James Financial Inc.
-0.05%
-$3,222.24 
T AT&T Inc.
-0.02%
-$12.51 Events
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Dividends
Dividend Analysis
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| Trades 5955 | Longs Won 2485/5955 41% | Profit Factor 8.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,107.99 |
| Average Win $50,721.14 | Best Trade (Jun 11) $15.42M | Sharpe Ratio -10.45 |
| Average Loss -$4,273.3 | Worst Trade (Sep 30) -$1.26M | Z-Score -27.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $18,675.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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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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