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:
53.57%
Gain +0.04%
Monthly
0.68%
Yearly
8.5%
Drawdown
16.4%
$2.04B
Equity
Holdings
$2.04B
Investment
$1.7B
$359.46M
Profit -$465,471.39
Realized
$22.36M
Unrealized
$337.1M
Dividends
$102.68M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
-$465,471.39
Win %
71%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$19.76M
Win %
71%
This Month
Compared to last month
Gain
-0.44%
Profit
-$9.03M
Win %
71%
This Year
Compared to last year
Gain
1.25%
Profit
$25.17M
Win %
71%
USO United States Oil Fund, LP
+5.66%
+$44,572.5 
F Ford Motor Company
+3.27%
+$15,859.8 
AAPL Apple Inc.
+3.16%
+$3.73M 
SQQQ ProShares UltraPro Short QQQ
+3.07%
+$23,759.25 
TTWO Take-Two Interactive Software, Inc.
+2.77%
+$5,050.08 
OSCR Oscar Health, Inc.
+2.63%
+$23,983.71 
TBT ProShares UltraShort 20+ Year Treasury
+2.56%
+$29,643 
STZ Constellation Brands, Inc.
+2.48%
+$24,263.61 
GM General Motors Company
+2.45%
+$9,907.65 
CMCSA Comcast Corp
+2.38%
+$5,867.55 
ISRG Intuitive Surgical, Inc.
+2.36%
+$40,958.23 
UPWK Upwork Inc.
+2.25%
+$1,869.06 
WST West Pharmaceutical Services, Inc.
+2.22%
+$4,806.43 
PM Philip Morris International Inc.
+2.08%
+$22,736.25 
SDD ProShares UltraShort SmallCap600
+1.95%
+$3,479.39 
AZN AstraZeneca PLC American Depositary Shares
+1.83%
+$122,682.24 
T AT&T Inc.
+1.73%
+$40,170.07 
UBER Uber Technologies, Inc.
+1.53%
+$25,939.1 
TSN Tyson Foods Inc.
+1.39%
+$30,326.4 
ABBV AbbVie Inc.
+1.37%
+$164,344.2 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.27%
+$39,945.05 
MO Altria Group, Inc.
+1.19%
+$6,727.86 
LNG Cheniere Energy Inc.
+1.06%
+$19,752.55 
PANW Palo Alto Networks, Inc.
+1.01%
+$31,671 
CHRW C.H. Robinson Worldwide, Inc.
+1%
+$3,843 
DOW Dow Inc.
+0.99%
+$2,163.4 
SNPS Synopsys, Inc.
+0.98%
+$3,836.16 
LMT Lockheed Martin Corporation
+0.94%
+$41,022.79 
CASY Casey's General Stores Inc.
+0.87%
+$98,045.5 
HONA Honeywell Aerospace Inc.
+0.86%
+$1,543.82 
MNST Monster Beverage Corporation
+0.82%
+$3,607.8 
QCOM QUALCOMM Incorporated
+0.8%
+$23,790.93 
XOM Exxon Mobil Corporation
+0.79%
+$131,964.42 
NOC Northrop Grumman Corporation
+0.76%
+$4,905.49 
DIS The Walt Disney Company
+0.73%
+$1,748.79 
ADP Automatic Data Processing Inc.
+0.7%
+$4,335.66 
GOOGL Alphabet Inc
+0.67%
+$196,822.68 
GOOG Alphabet Inc
+0.64%
+$170,160.21 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$19,127.1 
FDX FedEx Corporation
+0.62%
+$2,592.17 
ROKU Roku, Inc.
+0.56%
+$1,450.1 
EW Edwards Lifesciences Corporation
+0.55%
+$3,736.97 
GD General Dynamics Corporation
+0.52%
+$1,089.29 
KO The Coca-Cola Company
+0.48%
+$34,637.07 
SCHW Charles Schwab Corporation
+0.47%
+$12,940.5 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$20,067.84 
AMP Ameriprise Financial, Inc.
+0.44%
+$2,002.32 
CFR Cullen/Frost Bankers Inc.
+0.37%
+$12,901.2 
SPCX Space Exploration Technologies Corp. Class A
+0.35%
+$8,299.71 
PCAR PACCAR Inc.
+0.34%
+$956.53 
C Citigroup Inc.
+0.32%
+$1,326.6 
MSM MSC Industrial Direct Co., Inc.
+0.3%
+$14,412.65 
VZ Verizon Communications Inc.
+0.27%
+$16,440.3 
GXPC Global X PureCap MSCI Communication Services ETF
+0.2%
+$7,599.54 
USB U.S. Bancorp
+0.2%
+$627.87 
ARCC Ares Capital Corporation
+0.18%
+$886.2 
UNP Union Pacific Corporation
+0.16%
+$5,565.54 
VLY Valley National Bancorp
+0.16%
+$348.61 
NVS Novartis AG Sponsored ADR
+0.15%
+$2,022.3 
PG Procter & Gamble Co
+0.15%
+$6,038.06 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$8,627.76 
PEG Public Service Enterprise Group Incorporated
+0.11%
+$437.52 
PEP PepsiCo, Inc.
+0.07%
+$2,389.4 
LLY Eli Lilly and Company
+0.07%
+$8,623.2 
TRV The Travelers Companies, Inc.
+0.06%
+$307.97 
DE Deere & Company
+0.06%
+$517.02 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$1,322.65 
CINF Cincinnati Financial Corporation
+0.05%
+$182.41 
RPV Invesco S&P 500 Pure Value ETF
+0.04%
+$232.02 
CVS CVS Health Corporation
+0.03%
+$59.16 
PAAA PGIM AAA CLO ETF
+0.03%
+$5,198.92 
SGVT Schwab Government Money Market ETF
+0.02%
+$177.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$711.55 
RTX RTX Corporation
+0.01%
+$22.03 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$501.57 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 MRCP
MRCP
0%
$0 
LECO Lincoln Electric Holdings, Inc.
-7.67%
-$273,539.38 
CATX Perspective Therapeutics Inc.
-6.52%
-$78,793.85 
CRWV CoreWeave, Inc.
-6.05%
-$15,211 
OKLO Oklo Inc.
-5.87%
-$11,450 
VRT Vertiv Holdings Co
-5.58%
-$115,144.83 
SLV iShares Silver Trust
-5.43%
-$14,333.25 
LRCX Lam Research Corporation
-5.1%
-$140,736.96 
INTC Intel Corporation
-4.92%
-$533,310.53 
ORCL Oracle Corporation
-4.63%
-$342,890.68 
MU Micron Technology, Inc.
-4.49%
-$460,415.96 
URI United Rentals, Inc.
-4.18%
-$10,585.38 
CVNA Carvana Co.
-4%
-$37,288.02 
IBRX ImmunityBio, Inc.
-3.96%
-$4,354.35 
DELL Dell Technologies Inc.
-3.94%
-$242,363.91 
ZLAB Zai Lab Ltd.
-3.75%
-$34,555.34 
FLEX Flex Ltd.
-3.53%
-$8,729.1 
CMC Commercial Metals Company
-3.49%
-$11,568 
ASTS AST SpaceMobile, Inc.
-3.46%
-$106,313.04 
ARM Arm Holdings plc American Depositary Receipt
-3.43%
-$55,558.71 
KKR KKR & Co. Inc.
-3.41%
-$13,504.2 
LULU lululemon athletica inc.
-3.21%
-$6,172.8 
IREN IREN Limited
-3.2%
-$15,639.7 
AMD Advanced Micro Devices, Inc.
-3.12%
-$306,554.18 
KLAC KLA Corporation
-3.01%
-$52,306.43 
IBM International Business Machines Corporation
-2.85%
-$200,761.02 
GEV GE Vernova Inc.
-2.84%
-$149,392.31 
CHAT Roundhill Generative AI & Technology ETF
-2.82%
-$49,178.64 
CAG Conagra Brands Inc.
-2.75%
-$9,560.77 
AMAT Applied Materials, Inc.
-2.65%
-$247,145.11 
GLW Corning Incorporated
-2.64%
-$5,219.86 
HAL Halliburton Company
-2.63%
-$66,521.32 
STXE Strive Emerging Markets ex-China Mutual Fund
-2.5%
-$38,540.5 
BX Blackstone Inc.
-2.5%
-$57,193.76 
QUBT Quantum Computing Inc.
-2.49%
-$4,875.2 
INOD Innodata Inc.
-2.45%
-$11,458.34 
MRVL Marvell Technology, Inc.
-2.39%
-$59,315.8 
MAS Masco Corporation
-2.38%
-$4,107.71 
ALB Albemarle Corporation
-2.35%
-$50,666.32 
ADBE Adobe Inc.
-2.28%
-$33,750.29 
DOV Dover Corporation
-2.26%
-$42,478.56 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.25%
-$13,728.28 
NVDA NVIDIA Corporation
-2.24%
-$1.32M 
AMGN Amgen Inc.
-2.2%
-$115,145.83 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.15%
-$11,395.28 
TOL Toll Brothers Inc
-2.13%
-$4,628.05 
EEM iShares MSCI Emerging Markets ETF
-2.12%
-$5,115.6 
PLTR Palantir Technologies Inc.
-2.1%
-$186,745.22 
BLOK Amplify Transformational Data Sharing ETF
-2.05%
-$22,849.2 
COF Capital One Financial Corporation
-2.02%
-$4,338.32 
NKE Nike, Inc. - Class B
-1.99%
-$15,851.36 
CEG Constellation Energy Corporation
-1.96%
-$10,030.97 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$934,528.19 
MRK Merck & Co., Inc.
-1.94%
-$94,691.79 
STX Seagate Technology Holdings plc
-1.93%
-$6,417.34 
AOS A. O. Smith Corporation
-1.88%
-$10,244.57 
ABT Abbott Laboratories
-1.87%
-$14,337.66 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$368,204.76 
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$3,278.28 
DHR Danaher Corporation
-1.85%
-$7,208.58 
RR Richtech Robotics Inc.
-1.8%
-$624.84 
EMKT Lazard Emerging Markets Opportunities ETF
-1.79%
-$3,821.15 
GLD SPDR Gold Shares
-1.75%
-$32,754.35 
FIW First Trust Water ETF
-1.75%
-$7,213.08 
SGOL abrdn Physical Gold Shares ETF
-1.74%
-$10,058.67 
IAU iShares Gold Trust
-1.72%
-$5,451.38 
HD The Home Depot, Inc.
-1.71%
-$90,152.72 
SPMO Invesco S&P 500 Momentum ETF
-1.71%
-$7,622 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-1.71%
-$8,913.94 
ANET Arista Networks, Inc.
-1.66%
-$88,178.92 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.65%
-$6,309.9 
EMR Emerson Electric Co.
-1.63%
-$71,342.65 
SPGI S&P Global Inc.
-1.62%
-$19,665.57 
IAUI Neos Gold High Income ETF
-1.62%
-$3,525.84 
STLD Steel Dynamics Inc.
-1.59%
-$5,506.56 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.54%
-$8,354.32 
META Meta Platforms Inc Class A
-1.53%
-$410,939.13 
IRM Iron Mountain Inc.
-1.51%
-$3,570.48 
SPEM SPDR Portfolio Emerging Markets ETF
-1.48%
-$8,164.78 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-1.48%
-$4,840.53 
UMBF UMB Financial Corporation
-1.47%
-$12,955.5 
ETN Eaton Corporation plc
-1.46%
-$6,408.32 
RPG Invesco S&P 500 Pure Growth ETF
-1.46%
-$3,912.72 
NVR NVR, Inc.
-1.45%
-$2,783.03 
FLO Flowers Foods, Inc.
-1.45%
-$966.24 
SCHE Schwab Emerging Markets Equity ETF
-1.44%
-$9,092.86 
IBIT iShares Bitcoin Trust
-1.43%
-$13,980.8 
SEMI Columbia Select Technology ETF
-1.43%
-$38,939.45 
IXN iShares Global Tech ETF
-1.42%
-$4,171.75 
LW Lamb Weston Holdings, Inc.
-1.39%
-$3,940.94 
HYIN WisdomTree Alternative Income Mutual Fund
-1.39%
-$80,041.5 
APH Amphenol Corporation
-1.39%
-$7,359.07 
BKE Buckle Inc.
-1.39%
-$5,575.98 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.38%
-$27,392.54 
GBTC Grayscale Bitcoin Trust ETF
-1.38%
-$29,288.46 
NUE Nucor Corporation
-1.37%
-$106,384.08 
VLTO Veralto Corporation
-1.37%
-$11,852.1 
CSCO Cisco Systems, Inc.
-1.34%
-$36,263.14 
IWO iShares Russell 2000 Growth ETF
-1.34%
-$12,640.89 
BITW Bitwise 10 Crypto Index Fund
-1.31%
-$11,979.82 
VBK Vanguard Small-Cap Growth ETF
-1.3%
-$5,562.5 
QTUM Defiance Quantum ETF
-1.28%
-$4,683.67 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$35,780.69 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$9,996.48 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-1.26%
-$8,335.05 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$11,332.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$18,505.5 
CAT Caterpillar Inc.
-1.25%
-$123,950.4 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$5,085.88 
VMI Valmont Industries, Inc.
-1.22%
-$145,082.92 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$21,445.2 
MPC Marathon Petroleum Corporation
-1.18%
-$6,810.3 
ROK Rockwell Automation, Inc.
-1.16%
-$2,626.15 
LOW Lowe's Companies Inc.
-1.16%
-$12,877.3 
XYL Xylem Inc.
-1.15%
-$4,888.08 
SCHF Schwab International Equity ETF
-1.15%
-$331,931.92 
IQDF FlexShares International Quality Dividend Index Fund
-1.15%
-$11,666.09 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.15%
-$5,457.37 
TSLA Tesla, Inc.
-1.15%
-$76,007.34 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.14%
-$6,924.23 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$4,372.59 
IWP iShares Russell Mid-Cap Growth ETF
-1.13%
-$10,933.09 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-1.12%
-$5,698.68 
GS The Goldman Sachs Group, Inc.
-1.1%
-$4,047.72 
TXN Texas Instruments Inc
-1.06%
-$49,522.06 
NTSI WisdomTree International Efficient Core Fund
-1.05%
-$7,792 
IGM iShares Expanded Tech Sector ETF
-1.04%
-$5,268.06 
VOYG Voyager Technologies, Inc.
-1.04%
-$12,562.2 
IBKR Interactive Brokers Group Inc.
-1.03%
-$2,296.72 
GPRE Green Plains Inc.
-1.02%
-$2,032.96 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$30,658.14 
QQQM Invesco NASDAQ 100 ETF
-1.01%
-$7,630.81 
IWM iShares Russell 2000 ETF
-1.01%
-$11,630.68 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.98%
-$4,216.85 
ILCG iShares Morningstar Growth ETF
-0.98%
-$2,207.25 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.97%
-$35,021.25 
FTEC Fidelity MSCI Information Technology Index ETF
-0.97%
-$11,508.92 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.97%
-$4,761.02 
FSCO FS Credit Opportunities Corp.
-0.95%
-$1,420.55 
SHW The Sherwin-Williams Company
-0.95%
-$2,290.55 
VGT Vanguard Information Technology ETF
-0.95%
-$5,411.9 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$2,986.35 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$10,622.28 
XAR SPDR S&P Aerospace & Defense ETF
-0.94%
-$2,635.52 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$5,491.89 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.93%
-$3,426.3 
UNH UnitedHealth Group Incorporated
-0.92%
-$67,416.13 
RAAX VanEck Real Assets ETF
-0.92%
-$28,547.37 
IYW iShares U.S. Technology ETF
-0.91%
-$12,247.62 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$16,489.43 
O Realty Income Corporation
-0.91%
-$27,499.28 
RDVY First Trust Rising Dividend Achievers ETF
-0.91%
-$3,333.91 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$203,763.76 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.9%
-$2,547.71 
HIMS Hims & Hers Health, Inc.
-0.9%
-$9,719.5 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$3,758.7 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.89%
-$151,473.37 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.88%
-$2,703.34 
STXK Strive Small-Cap Equity Fund
-0.88%
-$31,030.89 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$2,061.32 
SUSL iShares ESG MSCI USA Leaders ETF
-0.85%
-$6,682.74 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.85%
-$19,336.95 
WM Waste Management, Inc.
-0.84%
-$3,026.82 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.84%
-$5,681.48 
QQQI Neos NASDAQ-100 High Income ETF
-0.84%
-$1,774.68 
AGGH Simplify Aggregate Bond ETF
-0.84%
-$111,756.32 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.83%
-$3,819.6 
TRUT VanEck Technology TruSector ETF
-0.83%
-$34,837.14 
XLI Industrial Select Sector SPDR Fund
-0.83%
-$2,912.4 
PFFD Global X U.S. Preferred ETF
-0.83%
-$13,105.2 
DAL Delta Air Lines, Inc.
-0.82%
-$1,798.26 
FEX First Trust Large Cap Core Fund A
-0.82%
-$5,752.94 
VO Vanguard Mid-Cap ETF
-0.81%
-$1,715.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$47,945.62 
ETR Entergy Corporation
-0.81%
-$1,557.87 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.81%
-$4,263.32 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.81%
-$2,509.65 
GGG Graco Inc.
-0.81%
-$22,245.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$35,053.76 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.8%
-$3,989.25 
BMY Bristol-Myers Squibb Company
-0.79%
-$5,479.95 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.79%
-$2,191.15 
DCTH Delcath Systems Inc.
-0.78%
-$2,180.37 
ICOW Pacer Developed Markets International ETF
-0.78%
-$25,985.06 
AVIV Avantis International Large Cap Value ETF
-0.78%
-$3,968.54 
JGRO JPMorgan Active Growth ETF
-0.78%
-$194,162.48 
PFE Pfizer Inc.
-0.77%
-$14,312.98 
JHID John Hancock International High Dividend ETF
-0.77%
-$7,554.65 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.77%
-$3,544.26 
AVGO Broadcom Inc.
-0.76%
-$99,574.04 
SKYY First Trust Cloud Computing ETF
-0.76%
-$9,550.83 
AVIG Avantis Core Fixed Income ETF
-0.76%
-$1,761.68 
IWN iShares Russell 2000 Value ETF
-0.75%
-$21,701.18 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.75%
-$9,461.35 
SPHQ Invesco S&P 500 Quality ETF
-0.75%
-$10,760.71 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.75%
-$2,721.68 
AGOX Adaptive Alpha Opportunities ETF
-0.75%
-$35,769.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$42,079.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.74%
-$30,160.92 
JGLO JPMorgan Global Select Equity ETF
-0.74%
-$130,771.26 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.74%
-$153,619.2 
GNMA iShares GNMA Bond ETF
-0.74%
-$1,847.68 
GPC Genuine Parts Company
-0.74%
-$23,974 
REET iShares Global REIT ETF
-0.74%
-$4,794 
IEV iShares Europe ETF
-0.73%
-$6,285.06 
STXV Strive 1000 Value ETF
-0.71%
-$53,981.4 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$19,933.2 
JVAL JPMorgan U.S. Value Factor ETF
-0.71%
-$5,242.86 
IWS iShares Russell Mid-Cap Value ETF
-0.71%
-$3,731.13 
JMUB JPMorgan Municipal Bond ETF
-0.71%
-$7,679.01 
DTH WisdomTree International High Dividend Fund
-0.7%
-$15,401.08 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$255,332.02 
XLU Utilities Select Sector SPDR Fund
-0.7%
-$1,565.7 
NTSX WisdomTree U.S. Efficient Core Fund
-0.69%
-$5,492.77 
GMUB Goldman Sachs Municipal Income ETF
-0.69%
-$9,262.56 
WPC W. P. Carey Inc.
-0.69%
-$5,713.44 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.68%
-$1,450.87 
CMF iShares California Muni Bond ETF
-0.68%
-$8,430.47 
HYD VanEck High Yield Muni ETF
-0.68%
-$2,183.86 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$3,986.04 
MTBA Simplify MBS ETF
-0.68%
-$88,761.4 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.67%
-$6,881 
VTV Vanguard Value ETF
-0.67%
-$6,391.83 
UAL United Airlines Holdings, Inc.
-0.67%
-$2,890.08 
IWB iShares Russell 1000 ETF
-0.67%
-$9,475.2 
SBUX Starbucks Corporation
-0.67%
-$4,158.69 
AEP American Electric Power Company, Inc.
-0.67%
-$4,245.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$56,646.59 
IUSB iShares Core Universal USD Bond ETF
-0.67%
-$3,392.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.66%
-$1,709.4 
RY Royal Bank of Canada
-0.66%
-$1,979.65 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.66%
-$2,888.86 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$2,050.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$194,296.03 
JCPB JPMorgan Core Plus Bond ETF
-0.66%
-$174,459.3 
STXG Strive 1000 Growth ETF
-0.65%
-$51,897.66 
ALL Allstate Corporation
-0.65%
-$2,230.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$11,779.25 
MOAT VanEck Morningstar Wide Moat Fund
-0.64%
-$30,122.4 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.64%
-$6,272.95 
DUK Duke Energy Corporation
-0.64%
-$4,297.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$360,875.16 
ESGU iShares ESG Aware MSCI USA ETF
-0.63%
-$27,031.2 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.62%
-$153,461.47 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.62%
-$7,871.98 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$6,877.57 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.62%
-$3,619.74 
SNA Snap-on Inc.
-0.61%
-$1,229.59 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.61%
-$35,383.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$7,233.48 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.6%
-$14,524.35 
VOO Vanguard S&P 500 ETF
-0.6%
-$31,592.6 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$2,465.74 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.59%
-$2,759.84 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$52,942.34 
BA Boeing Company
-0.59%
-$4,159.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$9,729.74 
IVV iShares Core S&P 500 ETF
-0.58%
-$663,639.36 
SFLR Innovator Equity Managed Floor ETF
-0.58%
-$2,858.18 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.57%
-$64,495.08 
MKL Markel Group Inc.
-0.57%
-$4,592.32 
WFC Wells Fargo & Company
-0.57%
-$5,880.81 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$41,690.2 
XLG Invesco S&P 500 Top 50 ETF
-0.57%
-$13,135 
EPS WisdomTree U.S. LargeCap Fund
-0.56%
-$232,373.7 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.56%
-$21,351.12 
QLC FlexShares US Quality Large Cap Fund
-0.56%
-$7,329.57 
WTPI WisdomTree Equity Premium Income Fund
-0.55%
-$43,623.36 
STXF Strive 500 ETF
-0.55%
-$23,081.76 
IJUL Innovator International Developed Power Buffer ETF
-0.54%
-$2,341.22 
GILD Gilead Sciences Inc.
-0.54%
-$14,652.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$9,922.62 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$1,654.95 
SHOP Shopify Inc.
-0.52%
-$1,725.9 
AVUV Avantis U.S. Small Cap Value ETF
-0.52%
-$4,467.27 
ROP Roper Technologies Inc.
-0.52%
-$2,506.82 
JEPI JPMorgan Equity Premium Income Fund
-0.51%
-$3,031.08 
APD Air Products and Chemicals, Inc.
-0.51%
-$10,432.59 
HEQT Simplify Hedged Equity ETF
-0.51%
-$52,536.05 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
-0.51%
-$2,305.21 
GE General Electric Company
-0.5%
-$15,163.44 
IGRO iShares International Dividend Growth ETF
-0.5%
-$35,518.9 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.5%
-$21,266.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.5%
-$2,499.07 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.49%
-$2,828.09 
AMZN Amazon.com Inc
-0.49%
-$106,640.64 
OEF iShares S&P 100 ETF
-0.49%
-$6,621.7 
TOPT iShares Top 20 U.S. Stocks ETF
-0.49%
-$2,132.13 
DON WisdomTree U.S. MidCap Dividend Fund
-0.48%
-$4,794.07 
SCHP Schwab U.S. TIPS ETF
-0.48%
-$2,284.12 
VUG Vanguard Growth ETF
-0.48%
-$6,297.9 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.47%
-$18,352.85 
LYV Live Nation Entertainment, Inc.
-0.47%
-$2,265.75 
IJAN Innovator International Developed Power Buffer ETF - January
-0.46%
-$1,954.79 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$17,265.6 
SPLV Invesco S&P 500 Low Volatility ETF
-0.46%
-$6,687.4 
AXP American Express Company
-0.46%
-$2,495.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$996.95 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.45%
-$9,456.3 
INTU Intuit Inc.
-0.45%
-$1,173.28 
MA Mastercard Incorporated
-0.45%
-$39,445.23 
PRF Invesco FTSE RAFI US 1000 ETF
-0.44%
-$5,726.14 
STXT Strive Total Return Bond ETF
-0.44%
-$9,989.45 
IAPR Innovator International Developed Power Buffer ETF
-0.44%
-$1,883.09 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.43%
-$567 
QDF FlexShares Quality Dividend Index Fund
-0.43%
-$3,884.05 
JPM JPMorgan Chase & Co.
-0.42%
-$43,923 
JAVA JPMorgan Active Value ETF
-0.42%
-$131,422.23 
EJAN Innovator Emerging Markets Power Buffer ETF
-0.42%
-$1,384.77 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$3,793.93 
JNK SPDR Bloomberg High Yield Bond ETF
-0.42%
-$999.35 
MDLZ Mondelez International, Inc.
-0.41%
-$1,284.19 
BDEC Innovator U.S. Equity Buffer ETF
-0.4%
-$6,263.86 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.4%
-$5,710.87 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.4%
-$843.91 
BRO Brown & Brown Inc.
-0.39%
-$5,930.6 
XLE Energy Select Sector SPDR Fund
-0.39%
-$9,079.27 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$4,042.4 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.38%
-$5,067.71 
RGTI Rigetti Computing Inc
-0.37%
-$4,793.41 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.37%
-$3,242.72 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.37%
-$5,396.27 
FVAL Fidelity Value Factor ETF
-0.37%
-$930.9 
BSV Vanguard Short-Term Bond ETF
-0.36%
-$876.98 
HIGH Simplify Enhanced Income ETF
-0.35%
-$7,453.95 
MDT Medtronic plc
-0.35%
-$1,818.88 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$10,212.3 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.34%
-$822.73 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.34%
-$4,732.2 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$21,837.37 
VLO Valero Energy Corporation
-0.34%
-$2,002.99 
IWD iShares Russell 1000 Value ETF
-0.34%
-$2,473.5 
BFLB BufferLABS US Equity Dynamic Buffer ETF
-0.34%
-$174,799.1 
GAUG FT Vest US Equity Moderate Fund
-0.33%
-$5,322.1 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$44,984.99 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.33%
-$789.95 
MAGS Roundhill Magnificent Seven Fund
-0.33%
-$954 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$79,197.99 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$37,259.4 
JFLX JPMorgan Flexible Debt ETF
-0.32%
-$41,634.4 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$66,437.25 
CVX Chevron Corporation
-0.31%
-$48,361.84 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$5,605.47 
IMAX Imax Corporation
-0.31%
-$809.44 
CIEN Ciena Corporation
-0.31%
-$824.72 
JNJ Johnson & Johnson
-0.3%
-$44,266.4 
JPIE JPMorgan Income ETF
-0.3%
-$7,592.06 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.29%
-$1,662.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$38,023.3 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.28%
-$957.72 
TMUS T-Mobile US, Inc.
-0.28%
-$8,156.5 
FTLS First Trust Long/Short Equity ETF
-0.28%
-$22,701.21 
BAC Bank of America Corporation
-0.26%
-$6,545.44 
MBSF Regan Floating Rate MBS ETF
-0.25%
-$6,397.76 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.25%
-$5,811.33 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.24%
-$533.04 
UDEC Innovator U.S. Equity Ultra Fund
-0.23%
-$4,925.02 
NEAR iShares Short Maturity Bond ETF
-0.23%
-$3,271.41 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.23%
-$524.9 
RPM RPM International Inc.
-0.21%
-$4,623.57 
IOCT Innovator International Developed Power Buffer ETF – October
-0.21%
-$912.08 
SPOT Spotify Technology S.A.
-0.21%
-$777.17 
RWL Invesco S&P 500 Revenue ETF
-0.21%
-$2,091.1 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.2%
-$550.8 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.2%
-$650.93 
MCD McDonald's Corporation
-0.2%
-$7,100.81 
ACII Innovator Index Autocallable Income ETF
-0.19%
-$2,627.45 
HDV iShares Core High Dividend ETF
-0.19%
-$1,237.01 
STIP iShares 0-5 Year TIPS Bond ETF
-0.18%
-$1,078.92 
COST Costco Wholesale Corporation
-0.18%
-$19,194.48 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.17%
-$833.13 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.17%
-$2,035.28 
NFLX Netflix, Inc.
-0.17%
-$7,026.99 
UMAR Innovator U.S. Equity Ultra Fund
-0.16%
-$2,551.54 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$2,212.35 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.15%
-$1,820.26 
CL Colgate-Palmolive Company
-0.15%
-$296.14 
V Visa Inc. Class A
-0.13%
-$10,582.99 
AXSM Axsome Therapeutics, Inc.
-0.11%
-$409.92 
MSFT Microsoft Corp.
-0.05%
-$22,660.5 
SCUS Schwab Ultra-Short Income ETF
-0.04%
-$320.22 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$111.97 
WMT Walmart Inc.
-0.04%
-$5,482.8 
NOW ServiceNow, Inc.
-0.03%
-$384.3 
FTSM First Trust Enhanced Short Maturity Fund
-0.03%
-$2,305.9 
TJX The TJX Companies, Inc.
-0.03%
-$190.76 
FLBL Franklin Senior Loan ETF
-0.02%
-$743.82 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.02%
-$532.4 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
-0.01%
-$56.59 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$1,700.89 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$53.14 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$1,303.54 Events
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Dividends
Dividend Analysis
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| Trades 5344 | Longs Won 3104/5344 58% | Profit Factor 2.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $666,503.19 |
| Average Win $195,228.28 | Best Trade (Sep 03) $33.03M | Sharpe Ratio -9.81 |
| Average Loss -$110,055.92 | Worst Trade (Dec 31) -$6.94M | Z-Score -12.8 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $67,264.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 373,764 | $74.23M | $121.59M | - | $47.36M | 63.8% | +3.162% |
| ABBV AbbVie Inc. | 47,636 | $7.68M | $12.12M | - | $4.44M | 57.79% | +1.375% |
| ABT Abbott Laboratories | 7,278 | $747,232.26 | $751,526.28 | - | $4,294.02 | 0.57% | -1.872% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 56,183 | $1.3M | $1.34M | - | $36,326.06 | 2.79% | -0.378% |
| ACII Innovator Index Autocallable Income ETF | 53,731 | $1.35M | $1.36M | - | $6,565.27 | 0.49% | -0.193% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 3,965 | $206,656.99 | $130,026.23 | - | -$76,630.76 | -37.08% | -0.434% |
| ADBE Adobe Inc. | 5,809 | $2.15M | $1.45M | - | -$707,447.63 | -32.84% | -2.28% |
| ADP Automatic Data Processing Inc. | 2,331 | $590,260.79 | $622,563.48 | - | $32,302.69 | 5.47% | +0.701% |
| AEP American Electric Power Company, Inc. | 5,115 | $414,054.43 | $633,441.6 | - | $219,387.17 | 52.99% | -0.666% |
| AGG iShares Core U.S. Aggregate Bond ETF | 305,978 | $30.43M | $29.39M | - | -$1.04M | -3.41% | -0.657% |
| AGGH Simplify Aggregate Bond ETF | 677,311 | $13.86M | $13.18M | - | -$675,406.99 | -4.87% | -0.841% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 487,680 | $21.35M | $20.54M | - | -$813,941.66 | -3.81% | -0.742% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 11,310 | $288,717.93 | $290,215.73 | - | $1,497.8 | 0.52% | -0.039% |
| AGOX Adaptive Alpha Opportunities ETF | 143,079 | $4.26M | $4.75M | - | $484,180.81 | 11.36% | -0.748% |
| ALB Albemarle Corporation | 17,117 | $1.07M | $2.1M | - | $1.03M | 96.19% | -2.351% |
| ALL Allstate Corporation | 1,360 | $267,681.39 | $342,638.4 | - | $74,957.01 | 28% | -0.647% |
| AMAT Applied Materials, Inc. | 19,855 | $6.78M | $9.06M | - | $2.28M | 33.6% | -2.655% |
| AMD Advanced Micro Devices, Inc. | 18,847 | $5.07M | $9.51M | - | $4.44M | 87.62% | -3.121% |
| AMGN Amgen Inc. | 13,358 | $4.08M | $5.11M | - | $1.03M | 25.34% | -2.203% |
| AMP Ameriprise Financial, Inc. | 824 | $366,487.16 | $456,751.44 | - | $90,264.28 | 24.63% | +0.44% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kevin Zemann?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $12.66M, Casey's General Stores Inc - $11.16M, Simplify Hedged Equity ETF - $5.82M, NVIDIA Corporation - $5.73M, and AbbVie Inc - $5.36M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Stanley Black & Decker Inc - $6.28M, Medtronic plc - $5.27M, Target Corporation - $4.04M, Amazon.com Inc - $3.65M, and Quadratic Interest Rate Volatility and Inflation Hedge ETF - $3.42M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Zemann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.68M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.38M, Chevron Corporation - $2.32M, Realty Income Corporation - $2.11M, Schwab International Equity ETF - $2.1M, and VANGUARD TOTAL STOCK MKT ETF - $2.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Zemann's monthly returns?
Kevin Zemann's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin Zemann's strategy be considered aggressive or moderate?
Kevin Zemann's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Zemann's strategy?
Kevin Zemann's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
