BV
Belena Vincetti Portfolio
Invests via Fortis Capital Advisors LLC | Managed by David Cleary, Patrick Mullin, Karol Krucinski
Invests via Fortis Capital Advisors LLC
Managed by David Cleary, Patrick Mullin, Karol Krucinski
Automatically Tracked
Belena Vincetti Profile
Belena Vincetti is a distinguished entrepreneur and corporate leader renowned for her role in pioneering innovative solutions within the technology sector. With a focus on fostering digital transformation, she has effectively led startups to successful market positions through strategic partnerships and product development. Her experience includes navigating high-stakes negotiations and driving growth initiatives that elevate brand recognition. Vincetti’s insights into emerging trends position her as a critical player in connecting ventures with vital investment opportunities, establishing networks across diverse industries.
Belena Vincetti is a distinguished entrepreneur and corporate leader renowned for her role in pioneering innovative solutions within the technology sector. With a focus on fostering digital transformation, she has effectively led startups to successful market positions through strategic partnerships and product development. Her experience includes navigating high-stakes negotiations and driving growth initiatives that elevate brand recognition. Vincetti’s insights into emerging trends position her as a critical player in connecting ventures with vital investment opportunities, establishing networks across diverse industries.
Investment Philosophy & Strategy
Growth opportunities in the technology landscape are increasingly defined by strategic vision and innovation. Belena Vincetti leverages her extensive entrepreneurial background to identify ventures ripe for expansion and impactful transformation. With a keen eye on emerging trends, she actively seeks partnerships that enhance product development while driving significant brand advancement. Her ability to cultivate essential relationships within diverse markets fuels not only individual company success but also overall industry progression. By marrying foresight with execution capabilities, she positions herself at the forefront of investment strategies that yield sustainable growth.
Growth opportunities in the technology landscape are increasingly defined by strategic vision and innovation. Belena Vincetti leverages her extensive entrepreneurial background to identify ventures ripe for expansion and impactful transformation. With a keen eye on emerging trends, she actively seeks partnerships that enhance product development while driving significant brand advancement. Her ability to cultivate essential relationships within diverse markets fuels not only individual company success but also overall industry progression. By marrying foresight with execution capabilities, she positions herself at the forefront of investment strategies that yield sustainable growth.
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:
29.71%
Gain +1.86%
Monthly
0.95%
Yearly
12.02%
Drawdown
21.08%
$856.13M
Equity
Holdings
$856.13M
Investment
$633.66M
$267.4M
Profit +$18.08M
Realized
$44.93M
Unrealized
$222.47M
Dividends
$16.97M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.86%
Profit
$18.08M
Win %
76%
This Week
Compared To Last Week
Gain
-1.54%
Profit
-$13.4M
Win %
76%
This Month
Compared to last month
Gain
-1.95%
Profit
-$17.01M
Win %
76%
This Year
Compared to last year
Gain
-1.86%
Profit
$8.09M
Win %
76%
SNDK SanDisk Corporation
+14.95%
+$139,786.23 
LRCX Lam Research Corporation
+12.49%
+$109,156.07 
ENTG Entegris, Inc.
+12.41%
+$116,960 
ARM Arm Holdings plc American Depositary Receipt
+11.91%
+$193,969.84 
MRVL Marvell Technology, Inc.
+11.6%
+$428,453.9 
ASTS AST SpaceMobile, Inc.
+11.37%
+$83,402.07 
CRDO Credo Technology Group Holding Ltd.
+11.3%
+$501,973.85 
MU Micron Technology, Inc.
+11.13%
+$325,572.8 
AMAT Applied Materials, Inc.
+10.81%
+$150,684.57 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+10.42%
+$377,631.01 
ABAT American Battery Technology Company
+9.92%
+$3,764.92 
GALT Galectin Therapeutics Inc.
+9.87%
+$24,942.67 
FSLR First Solar, Inc.
+8.91%
+$105,805.2 
AMD Advanced Micro Devices, Inc.
+8.18%
+$311,560.4 
SOXX iShares Semiconductor ETF
+8.16%
+$30,195.42 
SQM Quimica y Minera Chilena S.A. ADR
+8.12%
+$67,801.32 
EEMO Invesco S&P Emerging Markets Momentum ETF
+7.84%
+$50,622.6 
SCCO Southern Copper Corporation
+7.84%
+$64,003 
MRNA Moderna, Inc.
+7.74%
+$121,189.52 
HOOD Robinhood Markets, Inc.
+7.59%
+$174,526.87 
WDC Western Digital Corporation
+7.32%
+$43,820.92 
MPWR Monolithic Power Systems, Inc.
+7.29%
+$88,010.57 
CRWD CrowdStrike Holdings, Inc.
+6.83%
+$69,975.06 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+6.49%
+$12,291 
FCX Freeport-McMoRan Inc.
+6.39%
+$94,763.45 
KTOS Kratos Defense & Security Solutions, Inc.
+6.37%
+$34,498.65 
NXT Nextracker Inc.
+6.18%
+$56,847.8 
QCOM QUALCOMM Incorporated
+6.08%
+$32,319.77 
BHP BHP Group Ltd.
+5.89%
+$17,506.2 
BA Boeing Company
+5.86%
+$58,764.24 
DELL Dell Technologies Inc.
+5.82%
+$72,211.62 
CRCL Circle Internet Group, Inc.
+5.74%
+$37,852.68 
AVAV AeroVironment Inc.
+5.71%
+$50,583.8 
SLV iShares Silver Trust
+5.7%
+$168,017.89 
CLS Celestica Inc.
+5.59%
+$152,502.55 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+5.57%
+$15,348.59 
IAUX I-80 Gold Corp.
+5.47%
+$1,162.87 
GDX VanEck Gold Miners ETF
+5.42%
+$67,344 
GD General Dynamics Corporation
+5.39%
+$34,876.91 
QTUM Defiance Quantum ETF
+5.34%
+$15,889.81 
AMGN Amgen Inc.
+5.23%
+$13,721.81 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.22%
+$776,044.09 
XCEM Columbia EM Core ex-China ETF
+5.04%
+$106,941.12 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+4.98%
+$27,563.15 
NEM Newmont Corporation
+4.91%
+$37,824.72 
ETN Eaton Corporation plc
+4.88%
+$83,310.55 
AVXC Avantis Emerging Markets Ex China ETF
+4.84%
+$60,155.1 
PALL abrdn Physical Palladium Shares ETF
+4.79%
+$14,665.1 
SPMO Invesco S&P 500 Momentum ETF
+4.68%
+$56,161.93 
WPM Wheaton Precious Metals Corp.
+4.68%
+$21,146.12 
CAT Caterpillar Inc.
+4.66%
+$18,774.07 
TSLA Tesla, Inc.
+4.6%
+$258,810 
LMT Lockheed Martin Corporation
+4.58%
+$23,150.5 
MTUM iShares MSCI USA Momentum Factor ETF
+4.54%
+$14,639.44 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$27,753 
RIO Rio Tinto Plc Sponsored ADR
+4.35%
+$13,425.65 
IDMO Invesco S&P International Developed Momentum ETF
+4.31%
+$16,140.6 
GE General Electric Company
+4.31%
+$11,674.76 
KEYS Keysight Technologies, Inc.
+4.22%
+$55,172.74 
DHI D.R. Horton, Inc.
+4.2%
+$20,820.8 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+4.14%
+$178,659.92 
ILF iShares Latin America 40 ETF
+4.09%
+$104,148.01 
NPO EnPro Industries Inc.
+4.08%
+$14,891.19 
XMMO Invesco S&P MidCap Momentum ETF
+4.02%
+$59,738.35 
FXZ First Trust Materials AlphaDEX Fund
+3.98%
+$15,925 
AVGO Broadcom Inc.
+3.96%
+$84,105.42 
EMXF iShares ESG Aware MSCI EM ETF
+3.92%
+$14,605.6 
FAD First Trust Multi Cap Growth Fund
+3.91%
+$17,204.89 
ALLY Ally Financial Inc.
+3.88%
+$10,842 
EFG iShares MSCI EAFE Growth ETF
+3.86%
+$406,923.34 
TKO Tko Group Holdings Inc.
+3.79%
+$33,370.05 
SCHF Schwab International Equity ETF
+3.69%
+$843,421.03 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+3.69%
+$13,502.1 
GILD Gilead Sciences Inc.
+3.67%
+$13,598.54 
GPC Genuine Parts Company
+3.64%
+$9,679.5 
XLK State Street Technology Select Sector SPDR ETF
+3.62%
+$170,419.2 
NET Cloudflare Inc.
+3.62%
+$93,563.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.57%
+$102,483.98 
XSMO Invesco S&P SmallCap Momentum ETF
+3.57%
+$30,410.42 
IWO iShares Russell 2000 Growth ETF
+3.52%
+$8,346 
WFRD Weatherford International plc
+3.5%
+$38,172.47 
EUFN iShares MSCI Europe Financials ETF
+3.49%
+$11,934.72 
DRI Darden Restaurants, Inc.
+3.47%
+$29,143.68 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.42%
+$78,233.4 
CWI SPDR MSCI ACWI ex-US ETF
+3.39%
+$16,118.52 
VGT Vanguard Information Technology ETF
+3.38%
+$54,020.8 
KLRS Kalaris Therapeutics, Inc.
+3.38%
+$5,628 
AEM Agnico Eagle Mines Limited
+3.37%
+$29,041 
SCHA Schwab U.S. Small-Cap ETF
+3.36%
+$17,862.88 
VSGX Vanguard ESG International Stock ETF
+3.36%
+$8,782.1 
VBK Vanguard Small-Cap Growth ETF
+3.31%
+$54,030.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.23%
+$91,703.82 
QQQ Invesco QQQ Trust, Series 1
+3.22%
+$1.38M 
SCHC Schwab International Small-Cap Equity ETF
+3.19%
+$17,484.84 
GLD SPDR Gold Shares
+3.19%
+$142,957.74 
GLDM SPDR Gold MiniShares Trust
+3.17%
+$6,883.84 
IEUR iShares Core MSCI Europe ETF
+3.15%
+$78,106.26 
IAU iShares Gold Trust
+3.13%
+$6,257.81 
GS The Goldman Sachs Group, Inc.
+3.12%
+$27,142.36 
PCAR PACCAR Inc.
+3.04%
+$8,059.59 
EFA iShares MSCI EAFE ETF
+3.03%
+$36,761.62 
VTWO Vanguard Russell 2000 ETF
+3%
+$42,715.8 
INV Innventure Inc.
+3%
+$2,758.47 
NLY Annaly Capital Management, Inc.
+2.99%
+$6,776.96 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+2.98%
+$9,183.61 
IEFA iShares Core MSCI EAFE ETF
+2.96%
+$189,629.22 
IWM iShares Russell 2000 ETF
+2.91%
+$13,111.82 
AVDV Avantis International Small Cap Value ETF
+2.87%
+$34,288.64 
TPR Tapestry Inc.
+2.86%
+$9,950.07 
SCHM Schwab U.S. Mid-Cap ETF
+2.83%
+$30,150.68 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.83%
+$9,449.89 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.82%
+$8,491.69 
IPAC iShares Core MSCI Pacific ETF
+2.82%
+$65,882.25 
PH Parker-Hannifin Corporation
+2.79%
+$15,970.68 
RDVY First Trust Rising Dividend Achievers ETF
+2.79%
+$17,987.75 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+2.75%
+$7,418.05 
IBIT iShares Bitcoin Trust
+2.74%
+$31,309.37 
SPHQ Invesco S&P 500 Quality ETF
+2.73%
+$19,041.7 
MS Morgan Stanley
+2.7%
+$84,391.92 
ANET Arista Networks, Inc.
+2.69%
+$87,076.31 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$24,958.65 
DFIC Dimensional International Core Equity Market ETF
+2.67%
+$5,688.37 
VOT Vanguard Mid-Cap Growth ETF
+2.66%
+$51,615.84 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$70,106 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+2.54%
+$10,176.1 
FEX First Trust Large Cap Core Fund A
+2.52%
+$13,380 
LLY Eli Lilly and Company
+2.51%
+$91,543.82 
VB Vanguard Small-Cap ETF
+2.49%
+$157,683.01 
TXT Textron Inc.
+2.48%
+$39,259.65 
CE Celanese Corporation
+2.46%
+$4,249.48 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$152,923.21 
BMY Bristol-Myers Squibb Company
+2.44%
+$16,316.91 
NUSC Nuveen ESG Small-Cap ETF
+2.42%
+$6,591.61 
CSCO Cisco Systems, Inc.
+2.41%
+$67,664.74 
PFE Pfizer Inc.
+2.4%
+$13,640.7 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$467,097.27 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$8,655.36 
DFAS Dimensional U.S. Small Cap ETF
+2.34%
+$6,253.52 
VT Vanguard Total World Stock ETF
+2.34%
+$36,934.2 
VYMI Vanguard International High Dividend Yield Index Fund
+2.33%
+$20,586.12 
VWO Vanguard FTSE Emerging Markets ETF
+2.32%
+$25,338.06 
SPEM SPDR Portfolio Emerging Markets ETF
+2.31%
+$7,854.43 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.3%
+$24,220.87 
DFIV Dimensional International Value ETF
+2.28%
+$4,881.88 
HD The Home Depot, Inc.
+2.28%
+$18,540.3 
AVNV Avantis All International Markets Value ETF
+2.27%
+$25,259.53 
SCHE Schwab Emerging Markets Equity ETF
+2.27%
+$25,307.24 
CFG Citizens Financial Group, Inc.
+2.26%
+$16,956.45 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.25%
+$19,119.96 
IWN iShares Russell 2000 Value ETF
+2.24%
+$5,221.92 
DOCN DigitalOcean Holdings Inc.
+2.22%
+$67,320.8 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$10,451.6 
NVDA NVIDIA Corporation
+2.19%
+$1.07M 
FBT First Trust NYSE Arca Biotechnology Index Fund
+2.12%
+$7,147.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.11%
+$32,181.28 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$27,158.4 
VOOG Vanguard S&P 500 Growth ETF
+2.06%
+$16,948.72 
NOC Northrop Grumman Corporation
+2.02%
+$22,698.14 
IWD iShares Russell 1000 Value ETF
+2.01%
+$14,653.54 
DIS The Walt Disney Company
+1.98%
+$7,033.65 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.97%
+$4,327.4 
DFUV Dimensional US Marketwide Value ETF
+1.97%
+$15,323.7 
DFUS Dimensional U.S. Equity Market ETF
+1.96%
+$17,220.07 
MGK Vanguard Mega Cap Growth ETF
+1.94%
+$14,729.5 
ESGV Vanguard ESG U.S. Stock ETF
+1.92%
+$7,190.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$30,058.47 
DUHP Dimensional US High Profitability ETF
+1.9%
+$7,420.5 
AKAM Akamai Technologies Inc.
+1.87%
+$10,711.44 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$9,815.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$7,814.61 
VO Vanguard Mid-Cap ETF
+1.84%
+$268,365.24 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$15,661.82 
AVUV Avantis U.S. Small Cap Value ETF
+1.81%
+$9,561.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.79%
+$14,809.41 
AXP American Express Company
+1.79%
+$34,689.47 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$651,376.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.77%
+$177,444.15 
VTV Vanguard Value ETF
+1.73%
+$23,940.42 
GPIX S&P 500 Core Premium Income Fund
+1.71%
+$7,763.88 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.71%
+$12,055.48 
LULU lululemon athletica inc.
+1.69%
+$4,243.59 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$598,083.61 
VUG Vanguard Growth ETF
+1.67%
+$22,478.4 
IVV iShares Core S&P 500 ETF
+1.67%
+$326,847.69 
MRK Merck & Co., Inc.
+1.66%
+$7,262.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$13,779.68 
VOO Vanguard S&P 500 ETF
+1.66%
+$107,999.04 
VONG Vanguard Russell 1000 Growth Fund
+1.66%
+$26,593.18 
DE Deere & Company
+1.66%
+$34,735.08 
SHOP Shopify Inc.
+1.65%
+$3,796.74 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.64%
+$562,991.04 
DFAT Dimensional US Targeted Value ETF
+1.63%
+$7,968.15 
CIEN Ciena Corporation
+1.63%
+$18,032.76 
KEY KeyCorp
+1.61%
+$4,154.56 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.59%
+$4,482.96 
ESGU iShares ESG Aware MSCI USA ETF
+1.59%
+$9,490.32 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$54,778.75 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.57%
+$549,319.68 
LVHI Franklin International Low Volatility High Dividend ETF
+1.55%
+$6,381.87 
JPM JPMorgan Chase & Co.
+1.52%
+$39,864.92 
IWF iShares Russell 1000 Growth ETF
+1.5%
+$29,134.04 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.47%
+$2,340.94 
DFSV Dimensional US Small Cap Value ETF
+1.46%
+$6,023.41 
BX Blackstone Inc.
+1.46%
+$8,329.95 
IBM International Business Machines Corporation
+1.41%
+$19,835.2 
IWY iShares Russell Top 200 Growth ETF
+1.38%
+$55,902.01 
SWZ Total Return Securities Fund
+1.36%
+$1,156.64 
VIG Vanguard Dividend Appreciation ETF
+1.34%
+$27,934.02 
AMZN Amazon.com Inc
+1.31%
+$209,015.14 
LIN Linde plc
+1.28%
+$13,783.28 
YUM Yum! Brands, Inc.
+1.26%
+$8,659.93 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$11,779.09 
VYM Vanguard High Dividend Yield ETF
+1.24%
+$6,510.15 
AAPL Apple Inc.
+1.2%
+$304,665.37 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.15%
+$60,875.75 
VOOV Vanguard S&P 500 Value ETF
+1.13%
+$8,192.8 
MNST Monster Beverage Corporation
+1.12%
+$5,979.24 
CFR Cullen/Frost Bankers Inc.
+1.11%
+$11,062.4 
MAGS Roundhill Magnificent Seven Fund
+1.09%
+$6,324.5 
SLB Schlumberger Limited
+1.08%
+$11,411.4 
BAC Bank of America Corporation
+1.04%
+$6,289.95 
JEPI JPMorgan Equity Premium Income Fund
+1.03%
+$14,134.29 
DLR Digital Realty Trust, Inc.
+1%
+$11,462.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.99%
+$2,876.8 
SDY SPDR S&P Dividend ETF
+0.99%
+$3,102.18 
MCD McDonald's Corporation
+0.99%
+$19,426.47 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.99%
+$4,396.28 
KRE SPDR S&P Regional Banking ETF
+0.98%
+$7,531.52 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.95%
+$9,078.75 
HLT Hilton Worldwide Holdings Inc.
+0.95%
+$9,414.93 
APD Air Products and Chemicals, Inc.
+0.93%
+$10,242.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.92%
+$4,055.62 
OIH VanEck Oil Services ETF
+0.89%
+$16,357.5 
BUFR FT Vestladder Buffer ETF-USD I
+0.88%
+$2,394.63 
SPG Simon Property Group, Inc.
+0.86%
+$2,133.78 
MMM 3M Company
+0.85%
+$2,592.88 
NTR Nutrien Ltd.
+0.85%
+$6,804.6 
TMUS T-Mobile US, Inc.
+0.82%
+$9,599.22 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
+0.81%
+$8,151.2 
CTA-PA EIDP, Inc.
+0.81%
+$4,147.78 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$6,316.1 
ABT Abbott Laboratories
+0.78%
+$5,008.86 
XLF Financial Select Sector SPDR Fund
+0.78%
+$4,748.22 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.76%
+$41,645.88 
MPLX MPLX LP
+0.74%
+$2,072.7 
RY Royal Bank of Canada
+0.74%
+$2,221.17 
CDX Simplify High Yield ETF
+0.74%
+$3,116.43 
RNR Renaissancere Holdings Ltd.
+0.72%
+$7,962.94 
AGM Federal Agricultural Mortgage Corporation
+0.72%
+$3,991 
UNP Union Pacific Corporation
+0.72%
+$1,868.24 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.7%
+$1,637.44 
PXJ Invesco Oil & Gas Services ETF
+0.7%
+$1,474.8 
VZ Verizon Communications Inc.
+0.66%
+$2,900.36 
BLK BlackRock, Inc.
+0.63%
+$6,678.01 
MBB iShares MBS ETF
+0.62%
+$3,536.32 
BNDX Vanguard Total International Bond ETF
+0.59%
+$3,626.62 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$4,210.85 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.58%
+$1,985.64 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$5,750.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$43,813.92 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$4,095.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.55%
+$3,592.66 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.55%
+$2,885.87 
ISRG Intuitive Surgical, Inc.
+0.54%
+$7,430.12 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
+0.54%
+$1,287.09 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.5%
+$3,896.62 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$1,188.98 
CRD-A Crawford & Company
+0.49%
+$602.14 
AON Aon plc
+0.37%
+$1,733.76 
MAIN Main Street Capital Corporation
+0.37%
+$2,868.05 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$7,922.05 
PLTR Palantir Technologies Inc.
+0.35%
+$22,961.64 
RVT Royce Small-Cap Trust, Inc.
+0.34%
+$2,867.76 
ARCC Ares Capital Corporation
+0.34%
+$698.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.34%
+$1,118.77 
VPU Vanguard Utilities ETF
+0.34%
+$657.28 
ABBV AbbVie Inc.
+0.33%
+$11,896.5 
BMOP BNY Mellon Municipal Opportunities ETF
+0.32%
+$1,318.24 
XLU Utilities Select Sector SPDR Fund
+0.32%
+$2,016.7 
BINC iShares Flexible Income Active ETF
+0.32%
+$3,184.66 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$919.46 
MDT Medtronic plc
+0.29%
+$1,060.32 
BIZD VanEck BDC Income ETF
+0.28%
+$1,030.51 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$1,221.19 
JPIE JPMorgan Income ETF
+0.27%
+$3,160.25 
MUB iShares National Muni Bond ETF
+0.25%
+$17,408.79 
BXSL Blackstone Secured Lending Fund
+0.25%
+$2,446.2 
JNJ Johnson & Johnson
+0.24%
+$2,151.14 
IHI iShares U.S. Medical Devices ETF
+0.21%
+$959.07 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$614.36 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.15%
+$353.19 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$568.65 
TJX The TJX Companies, Inc.
+0.14%
+$1,099.33 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$1,972 
GOOG Alphabet Inc
+0.13%
+$12,055.88 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$4,892.1 
ACGL Arch Capital Group Ltd
+0.11%
+$969.3 
BKLN Invesco Senior Loan ETF
+0.1%
+$316.08 
VNLA Janus Henderson Short Duration Income ETF
+0.09%
+$455.85 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$1,478.46 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$1,382.88 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.07%
+$224.14 
FXU First Trust Utilities AlphaDEX Fund
+0.06%
+$244.47 
XLRE The Real Estate Select Sector SPDR Fund
+0.02%
+$73.9 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$30.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$42.01 
MSI Motorola Solutions, Inc.
+0.01%
+$84.27 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,055.31 
KHPI
0%
$0 
MFSI
0%
$0 
NAT Nordic American Tankers Ltd.
0%
$0 
YNDX Yandex NV
0%
$0 
ORCL Oracle Corporation
-8.25%
-$53,070.78 
ADSK Autodesk, Inc.
-6.87%
-$29,807.2 
SM SM Energy Company
-4.48%
-$10,270.89 
DVN Devon Energy Corporation
-4.01%
-$42,026.38 
PFIX Simplify Interest Rate Hedge ETF
-3.85%
-$44,749 
SPOT Spotify Technology S.A.
-3.14%
-$39,461.78 
HUBS HubSpot, Inc.
-2.85%
-$24,018.5 
DAR Darling Ingredients Inc.
-2.81%
-$20,590.35 
NOW ServiceNow, Inc.
-2.66%
-$9,193.19 
XOM Exxon Mobil Corporation
-2.6%
-$85,957.44 
ADM Archer-Daniels-Midland Co
-2.53%
-$78,865.04 
BABA Alibaba Group Holding Limited SP ADR
-2.41%
-$9,035 
FCG First Trust Natural Gas ETF
-2.28%
-$41,736.73 
MO Altria Group, Inc.
-2.16%
-$15,874.26 
CVX Chevron Corporation
-1.94%
-$16,295.04 
TW Tradeweb Markets Inc.
-1.93%
-$13,788.45 
PSX Phillips 66
-1.88%
-$7,358.78 
MSFT Microsoft Corp.
-1.83%
-$298,278.69 
SNAP Snap Inc.
-1.77%
-$2,277.05 
BSX Boston Scientific Corporation
-1.68%
-$20,726.28 
RSG Republic Services, Inc.
-1.65%
-$18,824.13 
VLO Valero Energy Corporation
-1.47%
-$3,262.66 
AB AllianceBernstein Holding L.P.
-1.45%
-$4,371.48 
DHR Danaher Corporation
-1.44%
-$3,278.05 
BJ BJ's Wholesale Club Holdings, Inc.
-1.43%
-$18,336.12 
KMI Kinder Morgan, Inc.
-1.23%
-$2,348.19 
AZO AutoZone Inc.
-1.21%
-$4,742.65 
OKE ONEOK, Inc.
-1.14%
-$11,716.25 
MPC Marathon Petroleum Corporation
-1.02%
-$3,044.48 
PM Philip Morris International Inc.
-1.01%
-$2,765.75 
COLL Collegium Pharmaceutical Inc.
-0.99%
-$9,476.11 
V Visa Inc. Class A
-0.95%
-$15,491.17 
NFLX Netflix, Inc.
-0.9%
-$48,535.12 
LNG Cheniere Energy Inc.
-0.83%
-$8,794 
COST Costco Wholesale Corporation
-0.81%
-$31,855.65 
VEEV Veeva Systems Inc.
-0.76%
-$2,973.5 
AXON Axon Enterprise, Inc.
-0.57%
-$3,740.85 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-0.54%
-$2,931.11 
META Meta Platforms Inc Class A
-0.54%
-$39,681.82 
SU Suncor Energy Inc.
-0.53%
-$4,125 
DUK Duke Energy Corporation
-0.47%
-$1,148.73 
MLPX Global X MLP & Energy Infrastructure ETF
-0.46%
-$1,185.92 
SO The Southern Company
-0.42%
-$980.8 
KR Kroger Co.
-0.39%
-$1,614.5 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.36%
-$968.96 
MA Mastercard Incorporated
-0.32%
-$3,199.63 
SHEL Shell plc
-0.29%
-$626.75 
WMT Walmart Inc.
-0.22%
-$2,426.22 
CME CME Group Inc.
-0.19%
-$1,635.47 
PG Procter & Gamble Co
-0.17%
-$6,325.58 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.16%
-$1,166.88 
AMP Ameriprise Financial, Inc.
-0.1%
-$490.5 
GOOGL Alphabet Inc
-0.1%
-$3,231.57 
NEE NextEra Energy, Inc.
-0.07%
-$1,022.94 
IAK iShares U.S. Insurance ETF
-0.06%
-$187.85 
VDC VANGUARD CONSUMER STAPLES ETF
-0.06%
-$189.67 
SKYY First Trust Cloud Computing ETF
-0.04%
-$117.81 
T AT&T Inc.
-0.02%
-$72.57 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$75.11 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3368 | Longs Won 1932/3368 57% | Profit Factor 15.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $761,152.63 |
| Average Win $148,154.53 | Best Trade (Jun 11) $33.41M | Sharpe Ratio -10.03 |
| Average Loss -$13,112.64 | Worst Trade (Jun 11) -$704,535.44 | Z-Score -2.29 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy $79,395.73 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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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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