Heather Scully Portfolio
Invests via NWF Advisory Services Inc. | Managed by Heather Scully
Invests via NWF Advisory Services Inc.
Managed by Heather Scully
Automatically Tracked
Operator-turned-investor focused on fintech, payments and B2B SaaS, experienced in scaling product and GTM at growth-stage companies. Heather Scully brings portfolio construction experience across seed to Series B, serving as an active board advisor and board observer on product, growth and partnerships. Investment style emphasizes founder-led technology businesses with revenue traction and unit-economics clarity; often sources deals through operator network.
Operator-turned-investor focused on fintech, payments and B2B SaaS, experienced in scaling product and GTM at growth-stage companies. Heather Scully brings portfolio construction experience across seed to Series B, serving as an active board advisor and board observer on product, growth and partnerships. Investment style emphasizes founder-led technology businesses with revenue traction and unit-economics clarity; often sources deals through operator network.
Investment Philosophy & Strategy
Core focus on founder-led fintech, payments and B2B SaaS businesses, prioritizing companies with clear revenue traction, unit-economics and scalable GTM. Prefers early-stage allocations across seed to Series B with active, operationally-minded board involvement to accelerate product-market fit, partnerships and growth. Underwrites opportunities through operator networks, emphasizing repeatable revenue models, measurable unit-level margins and defensible go-to-market motion. Time horizon is growth-oriented with disciplined risk-sizing and milestone-driven follow-on capital.
Core focus on founder-led fintech, payments and B2B SaaS businesses, prioritizing companies with clear revenue traction, unit-economics and scalable GTM. Prefers early-stage allocations across seed to Series B with active, operationally-minded board involvement to accelerate product-market fit, partnerships and growth. Underwrites opportunities through operator networks, emphasizing repeatable revenue models, measurable unit-level margins and defensible go-to-market motion. Time horizon is growth-oriented with disciplined risk-sizing and milestone-driven follow-on capital.
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:
9.3%
Gain
Monthly
0.39%
Yearly
4.74%
Drawdown
44.79%
$1.01B
Equity
Holdings
$1.01B
Investment
$685.16M
$396.55M
Profit -$5.96M
Realized
$69.56M
Unrealized
$326.99M
Dividends
$44.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$5.96M
Win %
79%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$16.31M
Win %
79%
This Month
Compared to last month
Gain
-2.04%
Profit
-$21.08M
Win %
79%
This Year
Compared to last year
Gain
14.58%
Profit
$128.82M
Win %
77%
LOOP Loop Industries Inc.
+3.75%
+$5,028.48 
NOC Northrop Grumman Corporation
+3.32%
+$57,688.8 
MO Altria Group, Inc.
+2.94%
+$8,000.85 
MRK Merck & Co., Inc.
+2.92%
+$54,338.64 
ABR Arbor Realty Trust Inc.
+2.91%
+$1,941.75 
SHEL Shell plc
+2.8%
+$8,844.08 
T AT&T Inc.
+2.75%
+$12,077.01 
BMY Bristol-Myers Squibb Company
+2.64%
+$10,504 
APA APA Corporation
+2.64%
+$5,451.72 
GILD Gilead Sciences Inc.
+2.52%
+$6,290.62 
CB Chubb Limited
+2.52%
+$111,552.22 
GE General Electric Company
+2.46%
+$27,655.92 
ABT Abbott Laboratories
+2.29%
+$24,310.24 
LMT Lockheed Martin Corporation
+2.28%
+$13,548.6 
PSX Phillips 66
+2.22%
+$5,945.1 
PM Philip Morris International Inc.
+2.19%
+$8,486.75 
ABBV AbbVie Inc.
+2.06%
+$66,333.16 
CSCO Cisco Systems, Inc.
+2.02%
+$21,324.29 
AFL Aflac Inc.
+2%
+$7,790.82 
WMT Walmart Inc.
+1.99%
+$158,057.74 
CVX Chevron Corporation
+1.98%
+$108,846.92 
MDLZ Mondelez International, Inc.
+1.97%
+$5,748.71 
BRK-A Berkshire Hathaway Inc.
+1.96%
+$29,000 
JNJ Johnson & Johnson
+1.94%
+$43,732.45 
OXY Occidental Petroleum Corporation
+1.94%
+$255,791.12 
FLO Flowers Foods, Inc.
+1.91%
+$3,390.75 
XOM Exxon Mobil Corporation
+1.88%
+$35,763.75 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$707,998.51 
VZ Verizon Communications Inc.
+1.79%
+$12,458.74 
SRE Sempra
+1.77%
+$5,773.35 
DUK Duke Energy Corporation
+1.59%
+$12,040 
RTX RTX Corporation
+1.56%
+$9,503.04 
LHX L3Harris Technologies, Inc.
+1.55%
+$3,299.34 
HDV iShares Core High Dividend ETF
+1.53%
+$4,619.7 
VDE Vanguard Energy ETF
+1.51%
+$21,243.06 
XLE Energy Select Sector SPDR Fund
+1.51%
+$5,638.16 
PG Procter & Gamble Co
+1.5%
+$9,363.96 
IGR CBRE Global Real Estate Income Fund
+1.49%
+$5,761 
WFC Wells Fargo & Company
+1.48%
+$29,153.8 
F Ford Motor Company
+1.45%
+$3,747.4 
XLP Consumer Staples Select Sector SPDR Fund
+1.42%
+$74,468.57 
AMGN Amgen Inc.
+1.38%
+$50,595.94 
PEP PepsiCo, Inc.
+1.36%
+$8,236.66 
BGR BlackRock Energy & Resources Trust
+1.35%
+$3,290.14 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.31%
+$7,276.87 
VDC VANGUARD CONSUMER STAPLES ETF
+1.3%
+$7,462.89 
UNH UnitedHealth Group Incorporated
+1.29%
+$207,328.9 
MKL Markel Group Inc.
+1.28%
+$84,739.22 
PFE Pfizer Inc.
+1.27%
+$11,432 
SHLD Global X Defense Tech ETF
+1.27%
+$5,745.58 
NEE NextEra Energy, Inc.
+1.26%
+$8,268.75 
CRWD CrowdStrike Holdings, Inc.
+1.24%
+$5,788.64 
ITA iShares U.S. Aerospace & Defense ETF
+1.15%
+$16,354.8 
FEMY Femasys Inc.
+1.15%
+$82.35 
ADT ADT Inc.
+1.13%
+$992.8 
NFG National Fuel Gas Company
+1.09%
+$4,397.49 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$3,744.68 
HON Honeywell International Inc.
+1.07%
+$4,415.31 
WM Waste Management, Inc.
+1.06%
+$2,265.24 
SCHD Schwab U.S. Dividend Equity ETF
+1.03%
+$37,005.94 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.01%
+$7,928.8 
COST Costco Wholesale Corporation
+1%
+$200,760.05 
LLY Eli Lilly and Company
+0.98%
+$22,636.65 
UNP Union Pacific Corporation
+0.94%
+$6,398.63 
HLN Haleon Plc - ADR
+0.94%
+$968.05 
HD The Home Depot, Inc.
+0.9%
+$9,083.26 
JRS Nuveen Real Estate Income Fund
+0.87%
+$4,312.5 
SDY SPDR S&P Dividend ETF
+0.84%
+$233,217.99 
PUI Invesco Dorsey Wright Utilities Fund
+0.82%
+$3,621.7 
NRO Neuberger Real Estate Securities Income Fund Inc.
+0.82%
+$5,982.5 
MMM 3M Company
+0.82%
+$3,182.52 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.79%
+$9,264.86 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$4,833.66 
TDG TransDigm Group Inc.
+0.78%
+$4,554.99 
USRT iShares Core U.S. REIT ETF
+0.77%
+$2,436.94 
ADP Automatic Data Processing Inc.
+0.76%
+$1,934.4 
VNQ Vanguard Real Estate ETF
+0.76%
+$7,896.84 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.75%
+$7,139.88 
DVA DaVita Inc.
+0.7%
+$4,621.05 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.69%
+$21,380.54 
VHT Vanguard Health Care ETF
+0.67%
+$11,978.01 
BMEZ BlackRock Health Sciences Trust II
+0.66%
+$4,046.9 
IYH iShares U.S. Healthcare ETF
+0.65%
+$14,326.4 
TLT iShares 20+ Year Treasury Bond ETF
+0.62%
+$1,393.11 
IDV iShares International Select Dividend ETF
+0.61%
+$34,584.16 
LOW Lowe's Companies Inc.
+0.6%
+$2,815.28 
VTV Vanguard Value ETF
+0.6%
+$24,533.52 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.57%
+$5,932.45 
HFRO Highland Opportunities and Income Fund
+0.54%
+$416 
MGV Vanguard Mega Cap Value ETF
+0.54%
+$1,379.82 
FTCS First Trust Capital Strength ETF
+0.53%
+$4,087.2 
BA Boeing Company
+0.5%
+$4,729.4 
CSRE Cohen & Steers Real Estate Active ETF
+0.49%
+$2,877.67 
STEW SRH Total Return Fund, Inc.
+0.49%
+$1,732.5 
GLD SPDR Gold Shares
+0.48%
+$23,197.75 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.48%
+$1,838.37 
IAU iShares Gold Trust
+0.47%
+$4,975.6 
DGRO iShares Core Dividend Growth ETF
+0.46%
+$1,162.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.46%
+$6,956.69 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$7,768.32 
ORCL Oracle Corporation
+0.45%
+$2,961.28 
EPD Enterprise Products Partners L.P.
+0.4%
+$1,314.75 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$1,485 
BHK BlackRock Core Bond Trust
+0.38%
+$2,280.25 
NZF Nuveen Municipal Credit Income Fund
+0.36%
+$891 
IUSV iShares Core S&P U.S. Value ETF
+0.35%
+$7,424 
XAR SPDR S&P Aerospace & Defense ETF
+0.35%
+$1,574.12 
BIO Bio-Rad Laboratories Inc.
+0.35%
+$1,772.4 
AWP abrdn Global Premier Properties Fund
+0.33%
+$5,712.56 
WTV WisdomTree U.S. Value Fund
+0.32%
+$1,282.71 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+0.31%
+$833.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.3%
+$1,267.68 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$1,113.75 
CGCB Capital Group Core Bond ETF
+0.27%
+$621.46 
IWD iShares Russell 1000 Value ETF
+0.25%
+$1,132.11 
CFA VictoryShares US 500 Volatility Wtd ETF
+0.25%
+$1,913.22 
FBND Fidelity Total Bond ETF
+0.22%
+$2,467.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.21%
+$675.05 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.21%
+$665.3 
BAC Bank of America Corporation
+0.2%
+$24,598.5 
CGCP Capital Group Core Plus Income ETF
+0.2%
+$606.01 
THQ Abrdn Healthcare Opportunities Fund
+0.19%
+$394.1 
RYLD Global X Russell 2000 Covered Call ETF
+0.18%
+$1,795.96 
AZN AstraZeneca PLC American Depositary Shares
+0.18%
+$1,045.5 
EFX Equifax Inc.
+0.17%
+$646.97 
WIW Western Asset Inflation-Linked Opportunities Fund
+0.17%
+$2,221.59 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$1,568.84 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$4,465.92 
SLV iShares Silver Trust
+0.14%
+$1,812.56 
HIO Western Asset High Income Opportunity Fund Inc.
+0.14%
+$284.61 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.14%
+$6,073.96 
BLK BlackRock, Inc.
+0.13%
+$660.25 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$7,012.18 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.12%
+$159.58 
NKE Nike, Inc. - Class B
+0.11%
+$226.45 
DBND DoubleLine Opportunistic Bond ETF
+0.11%
+$289 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$301.35 
XLF Financial Select Sector SPDR Fund
+0.09%
+$1,526.9 
PTY PIMCO Corporate & Income Opportunity Fund
+0.08%
+$393.95 
FLDR Fidelity Low Duration Bond ETF
+0.08%
+$2,850.92 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$247.74 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$345.74 
GJUL FT Vest US Equity Moderate Class B
+0.07%
+$177.51 
VO Vanguard Mid-Cap ETF
+0.07%
+$2,412.3 
DMA Destra Multi-Alternative Fund
+0.07%
+$58.5 
SCD LMP Capital and Income Fund Inc.
+0.07%
+$258.88 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$10,692.36 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.06%
+$275 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.06%
+$269.16 
UPS United Parcel Service, Inc.
+0.06%
+$172.27 
OBDC Blue Owl Capital Corporation
+0.04%
+$443.37 
SHV iShares Short Treasury Bond ETF
+0.04%
+$316.8 
IFRA iShares U.S. Infrastructure
+0.04%
+$386.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$140.8 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$860.84 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$521.07 
JMUB JPMorgan Municipal Bond ETF
+0.03%
+$335.22 
P Everpure Inc.
+0.03%
+$159.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$472 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$154.96 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$26.49 
CMF iShares California Muni Bond ETF
+0.01%
+$79.8 
CALI China Auto Logistics Inc.
0%
+$8.04 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
0%
+$2.31 
BPRE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FAX
0%
$0 
JRI Nuveen Real Asset Income and Growth Fund
0%
$0 
MYI BlackRock MuniYield Quality Fund III, Inc.
0%
$0 
NDIV Amplify Natural Resources Dividend Income ETF
0%
$0 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VCV Invesco California Value Municipal Income Trust
0%
$0 
NFLX Netflix, Inc.
-9.91%
-$103,677.1 
APLD Applied Digital Corporation
-5.71%
-$21,351.4 
CTSO Cytosorbents Corporation
-5.04%
-$1,936.99 
AMD Advanced Micro Devices, Inc.
-4.84%
-$133,877.46 
ONDS Ondas Holdings Inc.
-4.06%
-$4,488.75 
INTC Intel Corporation
-3.98%
-$24,873.84 
SMH VanEck Semiconductor ETF
-3.45%
-$210,306.78 
BAI iShares A.I. Innovation and Tech Active ETF
-3.41%
-$39,991.35 
META Meta Platforms Inc Class A
-3.37%
-$111,944.81 
SUUN PowerBank Corporation
-3.24%
-$582 
CCJ Cameco Corporation
-2.96%
-$35,309.47 
ASML ASML Holding N.V. New York Registry Shares
-2.84%
-$70,578.23 
PLTR Palantir Technologies Inc.
-2.83%
-$113,156.4 
NVDA NVIDIA Corporation
-2.72%
-$489,450.48 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$351,989.15 
IBKR Interactive Brokers Group Inc.
-2.65%
-$46,046.68 
BST BlackRock Science and Technology Trust
-2.52%
-$83,525.8 
TSLA Tesla, Inc.
-2.51%
-$113,423.22 
AVGO Broadcom Inc.
-2.39%
-$112,179.3 
EEM iShares MSCI Emerging Markets ETF
-2.37%
-$33,452.16 
STX Seagate Technology Holdings plc
-2.33%
-$21,323.15 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$8,906.4 
AIQ Global X Artificial Intelligence & Technology ETF
-2.29%
-$47,740.08 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.29%
-$20,670 
MATX Matson Inc.
-2.25%
-$7,781 
SHOP Shopify Inc.
-2.2%
-$6,143.5 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$1.05M 
GOOG Alphabet Inc
-2.17%
-$615,191.04 
GOOGL Alphabet Inc
-2.14%
-$92,750.52 
BSTZ BlackRock Science and Technology Term Trust
-2.14%
-$26,951.72 
QTUM Defiance Quantum ETF
-2.12%
-$52,419 
SYK Stryker Corporation
-2.12%
-$10,101.79 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$7,354.44 
MGK Vanguard Mega Cap Growth ETF
-2.06%
-$359,277.1 
IWY iShares Russell Top 200 Growth ETF
-2%
-$8,520 
VGT Vanguard Information Technology ETF
-1.97%
-$264,258 
MSFT Microsoft Corp.
-1.97%
-$151,617.49 
FTEC Fidelity MSCI Information Technology Index ETF
-1.95%
-$9,919.13 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$14,380.76 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.91%
-$54,683.88 
SLDPW Solid Power, Inc. Warrant
-1.9%
-$35.19 
URA Global X Uranium ETF
-1.88%
-$16,830.76 
VUG Vanguard Growth ETF
-1.87%
-$275,387.04 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$211,545.6 
QQQM Invesco NASDAQ 100 ETF
-1.81%
-$56,336.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.75%
-$7,549.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$16,642.14 
PDP Invesco Dorsey Wright Momentum ETF
-1.73%
-$9,074.52 
IBM International Business Machines Corporation
-1.71%
-$8,370.1 
CGGR Capital Group Growth ETF
-1.69%
-$84,970.86 
VOX Vanguard Communication Services ETF
-1.69%
-$4,053.01 
CAT Caterpillar Inc.
-1.67%
-$30,607.95 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.66%
-$18,818.8 
FXL First Trust Technology AlphaDEX Fund
-1.65%
-$5,370.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.6%
-$86,032 
QCOM QUALCOMM Incorporated
-1.6%
-$6,745.83 
BOE BlackRock Enhanced Global Dividend Trust
-1.56%
-$5,958.4 
C Citigroup Inc.
-1.5%
-$139,122.72 
FV First Trust Dorsey Wright Focus 5 ETF
-1.47%
-$7,895.08 
GLO Clough Global Opportunities Fund
-1.42%
-$1,275 
ROK Rockwell Automation, Inc.
-1.37%
-$4,057.44 
XLG Invesco S&P 500 Top 50 ETF
-1.31%
-$9,950.6 
CSQ Calamos Strategic Total Return Fund
-1.29%
-$8,038.51 
UTG Reaves Utility Income Fund
-1.29%
-$25,855.96 
AMR Alpha Metallurgical Resources, Inc.
-1.28%
-$73,535.1 
AVK Advent Convertible and Income Fund
-1.26%
-$11,053.92 
RMT Royce Micro-Cap Trust, Inc.
-1.25%
-$8,859.9 
XLC Communication Services Select Sector SPDR Fund
-1.25%
-$3,152.76 
CVNA Carvana Co.
-1.25%
-$6,784.8 
SRV NXG Cushing Midstream Energy Fund
-1.24%
-$19,296 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$4,635.06 
HEQ John Hancock Diversified Income Fund
-1.21%
-$2,576 
CW Curtiss-Wright Corporation
-1.2%
-$13,603.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$6,523.11 
ESGV Vanguard ESG U.S. Stock ETF
-1.1%
-$5,650.2 
B BARRICK MINING CORP Common Stock (ABR0)
-1.09%
-$2,177.02 
MU Micron Technology, Inc.
-1.08%
-$672,350.08 
CGIC Capital Group International Core Equity ETF
-1.08%
-$18,371.81 
KO The Coca-Cola Company
-1.08%
-$52,891.72 
V Visa Inc. Class A
-1.08%
-$147,905.93 
OEF iShares S&P 100 ETF
-1.04%
-$31,240.92 
AXP American Express Company
-1%
-$135,156.32 
AOD Abrdn Total Dynamic Dividend Fund
-0.99%
-$10,521 
IWP iShares Russell Mid-Cap Growth ETF
-0.99%
-$4,682.66 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.99%
-$1,016.5 
IWL iShares Russell Top 200 ETF
-0.97%
-$2,952.98 
NVO Novo Nordisk A/S Sponsored ADR
-0.97%
-$3,597 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$6,004.47 
BGY BlackRock Enhanced International Dividend Trust
-0.96%
-$1,988.8 
PGZ Principal Real Estate Income Fund
-0.95%
-$4,820 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.95%
-$3,402.74 
CGUS Capital Group Core Equity ETF
-0.95%
-$10,520.58 
CGIE Capital Group International Equity ETF
-0.94%
-$2,382.91 
VT Vanguard Total World Stock ETF
-0.9%
-$70,846.86 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.9%
-$5,573.23 
VOT Vanguard Mid-Cap Growth ETF
-0.87%
-$2,965.14 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.86%
-$2,320.2 
ESGU iShares ESG Aware MSCI USA ETF
-0.85%
-$4,636.5 
GLV Clough Global Dividend and Income Fund
-0.85%
-$2,491.5 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.85%
-$2,051.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.85%
-$5,883.36 
AGD Abrdn Global Dynamic Dividend Fund
-0.82%
-$3,282.3 
IVV iShares Core S&P 500 ETF
-0.81%
-$170,950.99 
SCHB Schwab U.S. Broad Market ETF
-0.81%
-$1,942.15 
VOO Vanguard S&P 500 ETF
-0.81%
-$366,340.86 
GDX VanEck Gold Miners ETF
-0.8%
-$1,251.15 
AMZN Amazon.com Inc
-0.79%
-$149,717.61 
FTQI First Trust Nasdaq BuyWrite Fund
-0.79%
-$1,960 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$62,574.4 
IYY iShares Dow Jones U.S. ETF
-0.78%
-$9,370.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$141,339.57 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.77%
-$1,059.5 
IWB iShares Russell 1000 ETF
-0.77%
-$7,651.35 
NMAI Nuveen Multi-Asset Income Fund
-0.74%
-$4,573.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$71,453.72 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.72%
-$2,496.08 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$2,880.5 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.72%
-$1,706.93 
PCF High Income Securities Fund
-0.72%
-$548 
SOR Source Capital
-0.71%
-$3,936.9 
MA Mastercard Incorporated
-0.7%
-$10,282 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.7%
-$50,850.99 
AAPL Apple Inc.
-0.7%
-$282,270.98 
EFA iShares MSCI EAFE ETF
-0.69%
-$30,266.64 
CHW Calamos Global Dynamic Income Fund
-0.69%
-$1,722 
SGI Somnigroup International Inc.
-0.68%
-$3,570 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.68%
-$2,048.16 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.67%
-$675 
NIM Nuveen Select Maturities Municipal Fund
-0.64%
-$750 
HIX Western Asset High Income Fund II Inc.
-0.63%
-$11,411 
GEV GE Vernova Inc.
-0.63%
-$14,738.79 
FELC Fidelity Enhanced Large Cap Core ETF
-0.62%
-$1,556.08 
FEP First Trust Europe AlphaDEX Fund
-0.62%
-$9,847.99 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.62%
-$3,378.84 
VCR Vanguard Consumer Discretionary ETF
-0.6%
-$2,053.01 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.59%
-$1,802.16 
GRAL Grail, Inc.
-0.58%
-$3,768.61 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.57%
-$3,075.3 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.57%
-$3,631.37 
IHD Voya Emerging Markets High Dividend Equity Fund
-0.54%
-$1,520 
EOD Allspring Global Dividend Opportunity Fund
-0.53%
-$5,078.5 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.53%
-$8,163.15 
CGDV Capital Group Dividend Value ETF
-0.53%
-$4,128.8 
THW abrdn World Healthcare Fund
-0.52%
-$868 
FOF Cohen & Steers Closed-End Opportunity Fund
-0.51%
-$3,540.67 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.51%
-$4,178.79 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.51%
-$1,065.52 
VVR Invesco Senior Income Trust
-0.5%
-$150 
JCE Nuveen Core Equity Alpha Fund
-0.48%
-$809.01 
IGD Voya Global Equity Dividend Fund
-0.47%
-$2,640 
BUFR FT Vestladder Buffer ETF-USD I
-0.45%
-$17,226 
USA Liberty All Star Equity Fund
-0.43%
-$1,042.4 
DIS The Walt Disney Company
-0.42%
-$30,406.22 
ETN Eaton Corporation plc
-0.41%
-$1,548.72 
PAXS PIMCO Access Income Fund
-0.41%
-$729.94 
HGLB Highland Global Allocation Fund
-0.41%
-$7,934.43 
VXF Vanguard Extended Market ETF
-0.41%
-$1,581.1 
RIV RiverNorth Opportunities Fund, Inc.
-0.39%
-$2,291.72 
RVT Royce Small-Cap Trust, Inc.
-0.39%
-$3,460.03 
CGBL Capital Group Core Balanced ETF
-0.37%
-$7,138.18 
SPE Special Opportunities Fund
-0.37%
-$711.7 
PCEF Invesco CEF Income Composite ETF
-0.36%
-$1,482.27 
NWBI Northwest Bancshares Inc.
-0.35%
-$1,188.61 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$4,713.5 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.33%
-$7,759.86 
OIA Invesco Municipal Income Opportunities Trust
-0.32%
-$243.32 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.31%
-$871 
BALT Inn Defined Wealth Shield Mutual Fund
-0.3%
-$1,087.59 
IWM iShares Russell 2000 ETF
-0.3%
-$29,747.7 
IDE Voya Infrastructure, Industrials and Materials Fund
-0.29%
-$956 
MMU Western Asset Managed Municipals Fund
-0.29%
-$447 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.28%
-$1,221.56 
JGH Nuveen Global High Income Fund
-0.28%
-$794.5 
NXP Nuveen Select Tax-Free Income Portfolio
-0.28%
-$872.08 
UDEC Innovator U.S. Equity Ultra Fund
-0.28%
-$1,559.71 
MFM MFS Municipal Income Trust
-0.27%
-$150 
MDY SPDR S&P MidCap 400 ETF Trust
-0.27%
-$1,034.08 
PAVE Global X U.S. Infrastructure Development ETF
-0.26%
-$609 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$1,534.6 
JPC Nuveen Preferred & Income Opportunities Fund
-0.26%
-$934.42 
NAC Nuveen California Quality Municipal Income Fund
-0.25%
-$554.7 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.24%
-$943.5 
XYLD Global X S&P 500 Covered Call ETF
-0.24%
-$6,212.1 
EAD Allspring Income Opportunities Fund
-0.23%
-$259.5 
VYMI Vanguard International High Dividend Yield Index Fund
-0.23%
-$6,933.91 
GSEP FT Vest US Equity Moderate B Fund
-0.23%
-$1,368 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$1,016.64 
PDO PIMCO Dynamic Income Opportunities Fund
-0.23%
-$483.45 
VB Vanguard Small-Cap ETF
-0.23%
-$1,667.36 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.21%
-$1,082.25 
CRM Salesforce Inc
-0.21%
-$604.58 
YYY Amplify High Income ETF
-0.21%
-$16,126.68 
GM General Motors Company
-0.21%
-$19,022.72 
SPGP Invesco S&P 500 GARP ETF
-0.19%
-$3,765.36 
TDY Teledyne Technologies Incorporated
-0.19%
-$1,392.03 
DSL DoubleLine Income Solutions Fund
-0.19%
-$210.44 
SCHM Schwab U.S. Mid-Cap ETF
-0.18%
-$804.05 
GNT GAMCO Natural Resources, Gold & Income Trust
-0.18%
-$150 
HCC Warrior Met Coal Inc.
-0.17%
-$12,488.7 
FTF Franklin Limited Duration Income Trust
-0.17%
-$114 
IGA Voya Global Advantage and Premium Opportunity Fund
-0.17%
-$324.05 
ABEV Ambev S.A.
-0.16%
-$52.65 
ASGI abrdn Global Infrastructure Fund
-0.16%
-$491.16 
AVUV Avantis U.S. Small Cap Value ETF
-0.16%
-$1,085.07 
EVV Eaton Vance Limited Duration Income Fund
-0.16%
-$1,227.75 
WAGN Pabrai Wagons ETF
-0.14%
-$439 
JPM JPMorgan Chase & Co.
-0.14%
-$8,025.91 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.14%
-$330.03 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.13%
-$1,844.79 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$694.53 
SBUX Starbucks Corporation
-0.12%
-$585.26 
IAE Voya Asia Pacific High Dividend Equity Income Fund
-0.12%
-$1,139.5 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$405.72 
JQC Nuveen Credit Strategies Income Fund
-0.1%
-$224 
FCT First Trust Senior Floating Rate Income Fund II
-0.1%
-$155.37 
MPT Medical Properties Trust, Inc.
-0.1%
-$55 
ACP abrdn Income Credit Strategies Fund
-0.1%
-$340.93 
HQH Tekla Healthcare Investors
-0.1%
-$2,015.38 
PMM Putnam Managed Municipal Income Trust
-0.08%
-$100 
DJIA Global X Dow 30 Covered Call ETF
-0.07%
-$777 
JFR Nuveen Floating Rate Income Fund
-0.07%
-$82.25 
FDHY Fidelity Enhanced High Yield ETF
-0.06%
-$248.34 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$5,224.62 
NBSD Neuberger Berman Short Duration Income ETF
-0.06%
-$120 
NLY Annaly Capital Management, Inc.
-0.04%
-$135.54 
VIS Vanguard Industrials ETF
-0.04%
-$238.96 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.04%
-$115.05 
LIN Linde plc
-0.03%
-$352.62 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$128.38 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$825.27 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.01%
-$19.4 
IAF abrdn Australia Equity Fund, Inc.
0%
-$3.65 Events
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Dividends
Dividend Analysis
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| Trades 3462 | Longs Won 2437/3462 70% | Profit Factor 18.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $171,793.49 | Best Trade (Jul 10) $57.01M | Sharpe Ratio -66.87 |
| Average Loss -$21,569.43 | Worst Trade (Sep 30) -$2.21M | Z-Score 11.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $114,544.21 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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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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