KZ
Kevin Zemann Portfolio
Invests via WealthPlan Investment Management LLC | Managed by Kevin Zemann
Invests via WealthPlan Investment Management LLC
Managed by Kevin Zemann
Automatically Tracked
Kevin Zemann Profile
Kevin Zemann has established himself as a prominent figure within the fintech space, leveraging his expertise to innovate in digital financial services. His career encompasses key leadership roles where he has driven product development and market expansion for technology-driven platforms. With a strong background in both entrepreneurship and operational execution, he effectively bridges the gap between technical innovation and consumer needs. Zemann's initiatives have consistently aimed at enhancing user experience while capturing emerging trends in the capital markets sector, positioning him as a forward-thinking operator capable of navigating complex market dynamics.
Kevin Zemann has established himself as a prominent figure within the fintech space, leveraging his expertise to innovate in digital financial services. His career encompasses key leadership roles where he has driven product development and market expansion for technology-driven platforms. With a strong background in both entrepreneurship and operational execution, he effectively bridges the gap between technical innovation and consumer needs. Zemann's initiatives have consistently aimed at enhancing user experience while capturing emerging trends in the capital markets sector, positioning him as a forward-thinking operator capable of navigating complex market dynamics.
Investment Philosophy & Strategy
Kevin Zemann navigates the fintech landscape with a focus on innovation-driven growth. His entrepreneurial mindset fuels a distinctive approach to identifying opportunities in digital financial services, ensuring alignment with evolving consumer demands. Capitalizing on his operational expertise, he emphasizes strategic development and market entry for technology-enhanced platforms. This forward-thinking operator is adept at integrating cutting-edge solutions while addressing complex capital market dynamics, positioning himself as an influential figure keen on maximizing competitive advantages through comprehensive market insights.
Kevin Zemann navigates the fintech landscape with a focus on innovation-driven growth. His entrepreneurial mindset fuels a distinctive approach to identifying opportunities in digital financial services, ensuring alignment with evolving consumer demands. Capitalizing on his operational expertise, he emphasizes strategic development and market entry for technology-enhanced platforms. This forward-thinking operator is adept at integrating cutting-edge solutions while addressing complex capital market dynamics, positioning himself as an influential figure keen on maximizing competitive advantages through comprehensive market insights.
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:
30.8%
Gain +1.5%
Monthly
0.36%
Yearly
4.4%
Drawdown
15.85%
$1.97B
Equity
Holdings
$1.97B
Investment
$1.64B
$312.97M
Profit +$31.14M
Realized
-$17.76M
Unrealized
$330.73M
Dividends
$94.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.5%
Profit
$31.14M
Win %
74%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$23.55M
Win %
74%
This Month
Compared to last month
Gain
-1.55%
Profit
-$31.03M
Win %
74%
This Year
Compared to last year
Gain
5.88%
Profit
$121.56M
Win %
73%
VOYG Voyager Technologies, Inc.
+15.33%
+$786,679.74 
KLAC KLA Corporation
+13.16%
+$252,191.65 
LRCX Lam Research Corporation
+12.79%
+$316,690.4 
ARM Arm Holdings plc American Depositary Receipt
+11.67%
+$214,131.78 
ASTS AST SpaceMobile, Inc.
+11.65%
+$528,509.85 
AMAT Applied Materials, Inc.
+11.35%
+$1.07M 
MU Micron Technology, Inc.
+11%
+$1.21M 
IREN IREN Limited
+10.56%
+$60,286.08 
INTC Intel Corporation
+9.53%
+$1.03M 
UAL United Airlines Holdings, Inc.
+9.16%
+$32,472.33 
AMD Advanced Micro Devices, Inc.
+8.13%
+$569,052.67 
ALB Albemarle Corporation
+7.53%
+$232,391.92 
KTOS Kratos Defense & Security Solutions, Inc.
+7.21%
+$95,751.95 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$202,041.89 
OKLO Oklo Inc.
+6.79%
+$17,483.88 
RGTI Rigetti Computing Inc
+6.74%
+$102,761.64 
XAR SPDR S&P Aerospace & Defense ETF
+6.49%
+$19,935.31 
QCOM QUALCOMM Incorporated
+6.44%
+$35,723.62 
HON Honeywell International Inc.
+6.22%
+$30,643.2 
PANW Palo Alto Networks, Inc.
+5.88%
+$98,222.09 
DELL Dell Technologies Inc.
+5.84%
+$256,915.71 
FDX FedEx Corporation
+5.83%
+$24,942.6 
BA Boeing Company
+5.76%
+$39,097.5 
SLV iShares Silver Trust
+5.72%
+$14,454 
TXN Texas Instruments Inc
+5.61%
+$328,278.63 
VRT Vertiv Holdings Co
+5.49%
+$118,649.18 
CHAT Roundhill Generative AI & Technology ETF
+5.46%
+$78,234.26 
CMC Commercial Metals Company
+5.44%
+$19,200 
DCTH Delcath Systems Inc.
+5.41%
+$10,553.01 
QTUM Defiance Quantum ETF
+5.33%
+$20,406.72 
AMGN Amgen Inc.
+5.31%
+$296,382.73 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.3%
+$32,882.08 
RR Richtech Robotics Inc.
+5.23%
+$2,395.22 
RPG Invesco S&P 500 Pure Growth ETF
+5.2%
+$13,828.32 
INOD Innodata Inc.
+5.2%
+$44,929.83 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.07%
+$51,991.07 
IMSR Terrestrial Energy Inc.
+4.97%
+$3,470.04 
ETN Eaton Corporation plc
+4.91%
+$20,763.45 
BLOK Amplify Transformational Data Sharing ETF
+4.89%
+$41,689.4 
GOLF Acushnet Holdings Corp.
+4.89%
+$68,417.62 
GEV GE Vernova Inc.
+4.87%
+$221,539.55 
SPMO Invesco S&P 500 Momentum ETF
+4.77%
+$43,935.96 
IXN iShares Global Tech ETF
+4.64%
+$12,642.33 
AVEM Avantis Emerging Markets Equity ETF
+4.62%
+$893,303.06 
CAT Caterpillar Inc.
+4.61%
+$543,226.91 
TSLA Tesla, Inc.
+4.51%
+$404,182.8 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$1.85M 
LMT Lockheed Martin Corporation
+4.41%
+$229,793.32 
SEMI Columbia Select Technology ETF
+4.41%
+$148,609.08 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$10,001.88 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.34%
+$27,138.72 
EYLD Cambria Emerging Shareholder Yield Fund
+4.26%
+$12,380.95 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.26%
+$30,905.36 
GE General Electric Company
+4.25%
+$116,506.92 
NKE Nike, Inc. - Class B
+4.23%
+$44,900.4 
STLD Steel Dynamics Inc.
+4.05%
+$15,044.08 
HIMS Hims & Hers Health, Inc.
+4.03%
+$43,037.12 
NUE Nucor Corporation
+3.99%
+$349,990 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+3.9%
+$18,645.9 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$72,874.88 
OSCR Oscar Health, Inc.
+3.86%
+$25,385.05 
NVS Novartis AG Sponsored ADR
+3.86%
+$54,829.71 
QUBT Quantum Computing Inc.
+3.83%
+$9,945.89 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$100,430.19 
GILD Gilead Sciences Inc.
+3.77%
+$90,189.36 
GPC Genuine Parts Company
+3.75%
+$103,426.74 
SBUX Starbucks Corporation
+3.72%
+$20,344.8 
SCHF Schwab International Equity ETF
+3.67%
+$999,058.06 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.65%
+$18,388.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$25,445.31 
VLUE iShares MSCI USA Value Factor ETF
+3.61%
+$13,051.36 
AVGO Broadcom Inc.
+3.61%
+$450,750.96 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$32,981.61 
EMR Emerson Electric Co.
+3.49%
+$179,456.64 
EMKT Lazard Emerging Markets Opportunities ETF
+3.48%
+$9,034.59 
IBRX ImmunityBio, Inc.
+3.44%
+$3,276 
RPM RPM International Inc.
+3.43%
+$94,329.42 
IGM iShares Expanded Tech Sector ETF
+3.43%
+$16,348.65 
CHRW C.H. Robinson Worldwide, Inc.
+3.42%
+$16,046.52 
IYW iShares U.S. Technology ETF
+3.39%
+$46,475.58 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$93,365.64 
FTEC Fidelity MSCI Information Technology Index ETF
+3.34%
+$28,910.34 
SCHA Schwab U.S. Small-Cap ETF
+3.33%
+$28,746.78 
FETH Fidelity Ethereum Fund
+3.33%
+$7,719.3 
IQDF FlexShares International Quality Dividend Index Fund
+3.33%
+$19,324.12 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$12,987.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$54,038.28 
VGT Vanguard Information Technology ETF
+3.29%
+$20,073.6 
C Citigroup Inc.
+3.28%
+$11,777.82 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+3.27%
+$21,711.19 
VBK Vanguard Small-Cap Growth ETF
+3.24%
+$13,723.48 
QQQM Invesco NASDAQ 100 ETF
+3.24%
+$24,139.05 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
+3.21%
+$16,485.74 
GLD SPDR Gold Shares
+3.21%
+$55,775.28 
IAU iShares Gold Trust
+3.2%
+$11,517.72 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$17,090.92 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.18%
+$15,241.16 
OUNZ VanEck Merk Gold Trust
+3.17%
+$10,530.21 
XLI Industrial Select Sector SPDR Fund
+3.15%
+$10,972.85 
PCAR PACCAR Inc.
+3.15%
+$8,659.08 
BBIN JPMorgan BetaBuilders International Equity Fund
+3.11%
+$20,087.75 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.1%
+$892,655.05 
IEV iShares Europe ETF
+3.09%
+$25,950.65 
GS The Goldman Sachs Group, Inc.
+3.07%
+$9,351.05 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$547,352.52 
NTSI WisdomTree International Efficient Core Fund
+3.02%
+$27,586.39 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$12,400.22 
IVLU iShares MSCI International Value Factor ETF
+2.94%
+$77,080.82 
IWM iShares Russell 2000 ETF
+2.92%
+$33,371.3 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+2.88%
+$14,539.35 
GBTC Grayscale Bitcoin Trust ETF
+2.87%
+$45,649.02 
AXSM Axsome Therapeutics, Inc.
+2.87%
+$12,062.87 
TRUT VanEck Technology TruSector ETF
+2.85%
+$120,332.43 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$44,418.96 
VMI Valmont Industries, Inc.
+2.81%
+$355,323.22 
IBIT iShares Bitcoin Trust
+2.81%
+$32,373.93 
DEM WisdomTree Emerging Markets High Dividend Fund
+2.8%
+$57,682 
ANET Arista Networks, Inc.
+2.8%
+$111,562.76 
BITW Bitwise 10 Crypto Index Fund
+2.8%
+$15,858.7 
DTH WisdomTree International High Dividend Fund
+2.8%
+$59,326.21 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$10,042.3 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$9,405.96 
AVIV Avantis International Large Cap Value ETF
+2.71%
+$9,043.83 
AOS A. O. Smith Corporation
+2.7%
+$21,033.63 
STXE Strive Emerging Markets ex-China Mutual Fund
+2.68%
+$36,452.88 
ICOW Pacer Developed Markets International ETF
+2.67%
+$109,743.67 
IWP iShares Russell Mid-Cap Growth ETF
+2.63%
+$27,061.2 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+2.62%
+$8,853.6 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$30,422 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+2.61%
+$124,411.42 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.6%
+$144,500.96 
BMY Bristol-Myers Squibb Company
+2.55%
+$14,902.9 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.54%
+$24,741.86 
FEX First Trust Large Cap Core Fund A
+2.5%
+$17,649.12 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+2.49%
+$25,331.23 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$20,643.05 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+2.46%
+$357,656.64 
NVR NVR, Inc.
+2.45%
+$5,095.86 
JVAL JPMorgan U.S. Value Factor ETF
+2.44%
+$12,909.6 
MDY SPDR S&P MidCap 400 ETF Trust
+2.43%
+$8,965.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.43%
+$27,107.62 
PFE Pfizer Inc.
+2.42%
+$41,474.28 
NVDA NVIDIA Corporation
+2.42%
+$1.34M 
SPEM SPDR Portfolio Emerging Markets ETF
+2.4%
+$12,191.96 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.39%
+$11,091.41 
NTSX WisdomTree U.S. Efficient Core Fund
+2.36%
+$19,989.45 
HD The Home Depot, Inc.
+2.36%
+$149,715.48 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$12,063.07 
SCHE Schwab Emerging Markets Equity ETF
+2.35%
+$13,897.12 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$38,866.06 
APH Amphenol Corporation
+2.34%
+$26,575.98 
CSCO Cisco Systems, Inc.
+2.34%
+$10,016.34 
DOV Dover Corporation
+2.34%
+$60,350.12 
LW Lamb Weston Holdings, Inc.
+2.33%
+$6,046.1 
LLY Eli Lilly and Company
+2.31%
+$280,542.1 
GLOF iShares Global Equity Factor ETF
+2.3%
+$5,616.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$153,024.3 
IWN iShares Russell 2000 Value ETF
+2.24%
+$60,968.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$95,967.48 
LOW Lowe's Companies Inc.
+2.22%
+$44,149.43 
IFRA iShares U.S. Infrastructure
+2.18%
+$4,729.1 
JGRO JPMorgan Active Growth ETF
+2.17%
+$490,696.83 
CIEN Ciena Corporation
+2.15%
+$7,834.33 
STXG Strive 1000 Growth ETF
+2.08%
+$155,754.17 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+2.06%
+$5,929.77 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.06%
+$16,283 
IWS iShares Russell Mid-Cap Value ETF
+2.03%
+$10,139.78 
QDF FlexShares Quality Dividend Index Fund
+1.99%
+$14,468.64 
IWD iShares Russell 1000 Value ETF
+1.99%
+$13,272.11 
SHOP Shopify Inc.
+1.98%
+$6,276.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.94%
+$20,429.64 
AGOX Adaptive Alpha Opportunities ETF
+1.93%
+$120,827.2 
NOC Northrop Grumman Corporation
+1.92%
+$12,334.39 
QLC FlexShares US Quality Large Cap Fund
+1.9%
+$23,375.22 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.9%
+$68,931.43 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.88%
+$10,746.22 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$10,894.41 
LULU lululemon athletica inc.
+1.86%
+$5,043.56 
ZLAB Zai Lab Ltd.
+1.85%
+$11,763.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$1.04M 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+1.85%
+$22,445.35 
IGRO iShares International Dividend Growth ETF
+1.85%
+$150,713.71 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.83%
+$20,208.21 
VO Vanguard Mid-Cap ETF
+1.81%
+$4,709.56 
CEG Constellation Energy Corporation
+1.81%
+$7,660.62 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$40,931.04 
IJS iShares S&P Small-Cap 600 Value ETF
+1.79%
+$4,193.74 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.79%
+$12,736.62 
PRF Invesco FTSE RAFI US 1000 ETF
+1.78%
+$21,969.68 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$125,554.35 
JAVA JPMorgan Active Value ETF
+1.78%
+$444,846.67 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$160,231.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$26,209.07 
VUG Vanguard Growth ETF
+1.76%
+$22,408.2 
VOO Vanguard S&P 500 ETF
+1.76%
+$41,471.68 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.75%
+$7,845.76 
IVV iShares Core S&P 500 ETF
+1.75%
+$1.59M 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$35,291.16 
ESGU iShares ESG Aware MSCI USA ETF
+1.73%
+$70,623.5 
IWB iShares Russell 1000 ETF
+1.72%
+$23,987.66 
AXP American Express Company
+1.7%
+$36,755.68 
JGLO JPMorgan Global Select Equity ETF
+1.7%
+$395,860.14 
VTV Vanguard Value ETF
+1.7%
+$15,454.95 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+1.68%
+$14,431.2 
MRK Merck & Co., Inc.
+1.66%
+$69,286.28 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$30,211.7 
GM General Motors Company
+1.62%
+$6,077.19 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+1.62%
+$4,080.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.61%
+$7,050.59 
OEF iShares S&P 100 ETF
+1.59%
+$21,764.25 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$139,885.44 
XYL Xylem Inc.
+1.59%
+$6,480.4 
RAAX VanEck Real Assets ETF
+1.58%
+$6,170.62 
EPS WisdomTree U.S. LargeCap Fund
+1.57%
+$546,373.03 
SFLR Innovator Equity Managed Floor ETF
+1.56%
+$7,424.82 
BX Blackstone Inc.
+1.54%
+$48,125.25 
IAPR Innovator International Developed Power Buffer ETF
+1.54%
+$6,236.19 
IOCT Innovator International Developed Power Buffer ETF – October
+1.53%
+$6,114.49 
IJAN Innovator International Developed Power Buffer ETF - January
+1.53%
+$6,023.19 
SUSL iShares ESG MSCI USA Leaders ETF
+1.52%
+$11,258.84 
DON WisdomTree U.S. MidCap Dividend Fund
+1.51%
+$10,307.24 
STXK Strive Small-Cap Equity Fund
+1.49%
+$51,120.24 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.46%
+$4,331.25 
TOPT iShares Top 20 U.S. Stocks ETF
+1.44%
+$5,864.11 
DE Deere & Company
+1.42%
+$9,151.8 
LECO Lincoln Electric Holdings, Inc.
+1.41%
+$61,518.72 
USB U.S. Bancorp
+1.4%
+$3,840.64 
IJUL Innovator International Developed Power Buffer ETF
+1.4%
+$5,589.27 
FVAL Fidelity Value Factor ETF
+1.39%
+$3,530.08 
AMZN Amazon.com Inc
+1.37%
+$262,791.75 
GGG Graco Inc.
+1.36%
+$45,623 
JPM JPMorgan Chase & Co.
+1.35%
+$125,494.42 
EJAN Innovator Emerging Markets Power Buffer ETF
+1.33%
+$4,060.8 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$11,472.55 
FIW First Trust Water ETF
+1.3%
+$5,215.91 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$22,155.12 
IBM International Business Machines Corporation
+1.26%
+$71,321.73 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$3,831.5 
RWL Invesco S&P 500 Revenue ETF
+1.23%
+$14,684.7 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.2%
+$17,204.88 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.2%
+$67,159.84 
CINF Cincinnati Financial Corporation
+1.16%
+$3,657.37 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+1.15%
+$6,213.25 
AAPL Apple Inc.
+1.14%
+$1.41M 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$262,804.74 
STXV Strive 1000 Value ETF
+1.13%
+$80,673.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$23,315.38 
CFR Cullen/Frost Bankers Inc.
+1.08%
+$39,596.52 
BDEC Innovator U.S. Equity Buffer ETF
+1.07%
+$16,489.07 
RPV Invesco S&P 500 Pure Value ETF
+1.06%
+$6,264.54 
JHID John Hancock International High Dividend ETF
+1.06%
+$10,029.34 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$64,797 
MNST Monster Beverage Corporation
+1.05%
+$3,862.02 
FSCO FS Credit Opportunities Corp.
+1.04%
+$4,506.85 
UBER Uber Technologies, Inc.
+1.03%
+$17,206.23 
CVNA Carvana Co.
+1.03%
+$8,221.35 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$5,963.65 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.99%
+$2,739.33 
BKE Buckle Inc.
+0.98%
+$5,851.62 
XLG Invesco S&P 500 Top 50 ETF
+0.96%
+$24,024.19 
MAGS Roundhill Magnificent Seven Fund
+0.96%
+$2,608.22 
BAC Bank of America Corporation
+0.95%
+$28,779.92 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.95%
+$5,201.35 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$127,765.92 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.95%
+$17,387.1 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.94%
+$2,099.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.93%
+$2,436.82 
WTPI WisdomTree Equity Premium Income Fund
+0.93%
+$73,441.5 
MCD McDonald's Corporation
+0.92%
+$41,134.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$49,462.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.91%
+$11,366 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.89%
+$12,640.11 
BUFR FT Vestladder Buffer ETF-USD I
+0.88%
+$119,161.35 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.87%
+$8,121.96 
CAG Conagra Brands Inc.
+0.86%
+$1,293.63 
PFFD Global X U.S. Preferred ETF
+0.86%
+$22,856 
CATX Perspective Therapeutics Inc.
+0.85%
+$10,101.77 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$60,709.48 
HEQT Simplify Hedged Equity ETF
+0.82%
+$100,417.32 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.81%
+$3,121.14 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$5,910.8 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.79%
+$20,457.74 
FTLS First Trust Long/Short Equity ETF
+0.78%
+$75,815.7 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.78%
+$1,877.87 
RY Royal Bank of Canada
+0.77%
+$2,059.38 
REET iShares Global REIT ETF
+0.76%
+$5,011.44 
APD Air Products and Chemicals, Inc.
+0.74%
+$17,429.58 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.72%
+$1,679.47 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.7%
+$2,701.37 
BFLB BufferLABS US Equity Dynamic Buffer ETF
+0.7%
+$390,091.06 
UNP Union Pacific Corporation
+0.7%
+$22,418.59 
AGGH Simplify Aggregate Bond ETF
+0.69%
+$100,605.82 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.69%
+$152,287.5 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.69%
+$2,271.13 
UDEC Innovator U.S. Equity Ultra Fund
+0.68%
+$14,519.81 
HIGH Simplify Enhanced Income ETF
+0.68%
+$17,306.76 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$19,276.46 
DIAL Columbia Diversified Fixed Income Allocation ETF
+0.67%
+$1,416.6 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.67%
+$2,435.7 
MKL Markel Group Inc.
+0.67%
+$5,362.54 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$7,232.07 
GOOG Alphabet Inc
+0.64%
+$202,509.38 
TMUS T-Mobile US, Inc.
+0.63%
+$21,701.62 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.62%
+$21,445.65 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.62%
+$24,226.8 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.62%
+$1,466.17 
GXPC Global X PureCap MSCI Communication Services ETF
+0.62%
+$23,667.33 
ABT Abbott Laboratories
+0.62%
+$18,753.9 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$115,965.36 
GNMA iShares GNMA Bond ETF
+0.6%
+$1,548.13 
AVIG Avantis Core Fixed Income ETF
+0.6%
+$1,990.13 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.59%
+$3,098.09 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$1,919.16 
PLTR Palantir Technologies Inc.
+0.58%
+$38,647.01 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$5,476.49 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$5,057.25 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$1,890.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$130,895.81 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$137,462.61 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$1,353.55 
VLTO Veralto Corporation
+0.55%
+$5,570.11 
GAUG FT Vest US Equity Moderate Fund
+0.54%
+$8,989.64 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.54%
+$2,293.41 
STXT Strive Total Return Bond ETF
+0.53%
+$12,476.62 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.51%
+$2,235.14 
UMAR Innovator U.S. Equity Ultra Fund
+0.5%
+$8,311.38 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$2,498.49 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.46%
+$62,546.84 
MTBA Simplify MBS ETF
+0.46%
+$64,526.18 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.44%
+$45,930.79 
PEG Public Service Enterprise Group Incorporated
+0.43%
+$1,693.54 
TRV The Travelers Companies, Inc.
+0.43%
+$1,717.31 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.42%
+$4,739 
STZ Constellation Brands, Inc.
+0.41%
+$6,367.87 
UMBF UMB Financial Corporation
+0.37%
+$2,092.26 
BNDC FlexShares Core Select Bond Fund
+0.36%
+$1,210.08 
VZ Verizon Communications Inc.
+0.36%
+$25,097.95 
JFLX JPMorgan Flexible Debt ETF
+0.36%
+$35,488.44 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$1,777.64 
MSM MSC Industrial Direct Co., Inc.
+0.36%
+$20,951.82 
WFC Wells Fargo & Company
+0.35%
+$3,283.09 
ACII Innovator Index Autocallable Income ETF
+0.35%
+$4,261.95 
GOOGL Alphabet Inc
+0.33%
+$107,779.08 
OCTJ Inn Premier Income Fund
+0.31%
+$980.17 
ABBV AbbVie Inc.
+0.28%
+$35,296 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.28%
+$606.12 
JPIE JPMorgan Income ETF
+0.27%
+$5,440.37 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.27%
+$858.26 
UTRE US Treasury 3 Year Note ETF
+0.27%
+$657.8 
APRJ Innovator Premium Income 30 Barrier ETF - April Series
+0.26%
+$820.95 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.26%
+$3,536.75 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$632.58 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.24%
+$739.19 
CMCSA Comcast Corp
+0.23%
+$542.79 
WPC W. P. Carey Inc.
+0.22%
+$2,002.09 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$628.24 
ISRG Intuitive Surgical, Inc.
+0.21%
+$4,270.01 
ARCC Ares Capital Corporation
+0.21%
+$1,041.81 
HYD VanEck High Yield Muni ETF
+0.2%
+$611.41 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.2%
+$4,994.06 
CMF iShares California Muni Bond ETF
+0.2%
+$2,650.64 
MDT Medtronic plc
+0.17%
+$765.24 
IMAX Imax Corporation
+0.17%
+$444.71 
JNJ Johnson & Johnson
+0.15%
+$22,188.3 
NEAR iShares Short Maturity Bond ETF
+0.15%
+$2,238.82 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$12,818 
SPLV Invesco S&P 500 Low Volatility ETF
+0.12%
+$384.03 
JULJ Innovative Premium Income Fund.
+0.12%
+$377.13 
MBSF Regan Floating Rate MBS ETF
+0.12%
+$3,714.09 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.12%
+$309.82 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
+0.12%
+$475.36 
SKYY First Trust Cloud Computing ETF
+0.1%
+$834.26 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$573.2 
HYIN WisdomTree Alternative Income Mutual Fund
+0.09%
+$5,176.53 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$840 
SCUS Schwab Ultra-Short Income ETF
+0.06%
+$378.93 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$1,717.26 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$3,944.71 
GMUB Goldman Sachs Municipal Income ETF
+0.05%
+$361.3 
O Realty Income Corporation
+0.05%
+$1,828.08 
CLOI VanEck CLO ETF
+0.05%
+$5,020.48 
JMSI JPMorgan Sustainable Municipal Income ETF
+0.04%
+$184.04 
CRWV CoreWeave, Inc.
+0.03%
+$83.19 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$200.07 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$172.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$730.05 
SGVT Schwab Government Money Market ETF
+0.01%
+$167.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$573.33 
AEP American Electric Power Company, Inc.
0%
$0 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
AZN
0%
$0 
FSSL
0%
$0 
JANJ
0%
$0 
LYV
0%
$0 
MRCP
0%
$0 
RYE Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
SQQQ ProShares UltraPro Short QQQ
-9.95%
-$40,725 
ORCL Oracle Corporation
-8.47%
-$696,203.28 
ADBE Adobe Inc.
-6.25%
-$80,219.16 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-3.59%
-$109,859.84 
SDD ProShares UltraShort SmallCap600
-3.22%
-$6,119.63 
SPOT Spotify Technology S.A.
-2.94%
-$9,134.05 
NOW ServiceNow, Inc.
-2.88%
-$16,814.69 
SPGI S&P Global Inc.
-2.85%
-$43,321.95 
XOM Exxon Mobil Corporation
-2.7%
-$426,839.98 
WM Waste Management, Inc.
-2.31%
-$7,956.27 
ADP Automatic Data Processing Inc.
-2.3%
-$11,910.35 
MO Altria Group, Inc.
-2.27%
-$12,647.54 
DOW Dow Inc.
-2.06%
-$5,384.79 
CVX Chevron Corporation
-2%
-$297,056.41 
XLE Energy Select Sector SPDR Fund
-1.92%
-$42,257.6 
MSFT Microsoft Corp.
-1.72%
-$553,850.72 
ALL Allstate Corporation
-1.59%
-$4,250.64 
VLO Valero Energy Corporation
-1.57%
-$5,914.55 
DHR Danaher Corporation
-1.31%
-$4,880.25 
ACN Accenture plc Class A
-1.27%
-$2,501.28 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$42,490.76 
PM Philip Morris International Inc.
-1.21%
-$12,964.8 
MPC Marathon Petroleum Corporation
-1.17%
-$4,148.76 
SNPS Synopsys, Inc.
-1.07%
-$5,896.29 
SNDA Sonida Senior Living Inc.
-1%
-$4,636.08 
V Visa Inc. Class A
-0.99%
-$73,254.93 
LNG Cheniere Energy Inc.
-0.98%
-$16,663.79 
KO The Coca-Cola Company
-0.97%
-$76,484.25 
MDLZ Mondelez International, Inc.
-0.95%
-$5,413.14 
NFLX Netflix, Inc.
-0.89%
-$35,937.17 
TSN Tyson Foods Inc.
-0.84%
-$26,939.46 
COST Costco Wholesale Corporation
-0.83%
-$113,585.35 
MSIF MSC Income Fund Inc.
-0.76%
-$1,050.93 
GPRE Green Plains Inc.
-0.74%
-$1,397.66 
SCHW Charles Schwab Corporation
-0.72%
-$18,459.52 
PIT VanEck Commodity Strategy ETF
-0.67%
-$2,542.08 
DUK Duke Energy Corporation
-0.62%
-$4,030.19 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.55%
-$7,236.84 
STRV Strive 500 ETF
-0.48%
-$19,770.34 
META Meta Platforms Inc Class A
-0.47%
-$113,274.96 
BRO Brown & Brown Inc.
-0.41%
-$6,787.75 
ROP Roper Technologies Inc.
-0.4%
-$2,555.54 
PG Procter & Gamble Co
-0.35%
-$16,487.74 
EW Edwards Lifesciences Corporation
-0.34%
-$2,061.61 
PCFI Polen Floating Rate Income ETF
-0.33%
-$695.62 
MA Mastercard Incorporated
-0.32%
-$26,965.64 
UNH UnitedHealth Group Incorporated
-0.32%
-$28,664.15 
T AT&T Inc.
-0.3%
-$6,886.11 
PEP PepsiCo, Inc.
-0.25%
-$11,950.53 
WMT Walmart Inc.
-0.23%
-$41,368.88 
AMP Ameriprise Financial, Inc.
-0.16%
-$594.22 
TJX The TJX Companies, Inc.
-0.05%
-$357.84 
KKR KKR & Co. Inc.
-0.05%
-$99.8 
CASY Casey's General Stores Inc.
-0.04%
-$7,859.12 
HDV iShares Core High Dividend ETF
-0.04%
-$188.75 
FLBL Franklin Senior Loan ETF
-0.02%
-$907.99 
PAAA PGIM AAA CLO ETF
-0.01%
-$1,570.24 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.01%
-$1,096.8 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$2,074.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4896 | Longs Won 2600/4896 53% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $678,922.92 |
| Average Win $209,899.1 | Best Trade (Jun 11) $32.01M | Sharpe Ratio -9.59 |
| Average Loss -$101,380.99 | Worst Trade (Dec 31) -$6.94M | Z-Score -13.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $63,922.98 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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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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