DWM
Drive Wealth Management LLC Portfolio
Invests via Drive Wealth Management LLC | Managed by James Hawker, Lowell C. Crabb
Invests via Drive Wealth Management LLC
Managed by James Hawker, Lowell C. Crabb
Automatically Tracked
Company Profile
Drive Wealth Management LLC operates at the intersection of technology and finance, providing innovative wealth management solutions. The firm is distinguished by its focus on digitized financial services aimed at a diverse client base, integrating advanced analytics with personalized advisory. This unique blend allows for a scalable approach to portfolio management tailored to individual needs in a rapidly evolving market landscape. With an emphasis on enhancing investor access to digital asset classes and modern investment opportunities, it plays a significant role in shaping contemporary asset management strategies.
Drive Wealth Management LLC operates at the intersection of technology and finance, providing innovative wealth management solutions. The firm is distinguished by its focus on digitized financial services aimed at a diverse client base, integrating advanced analytics with personalized advisory. This unique blend allows for a scalable approach to portfolio management tailored to individual needs in a rapidly evolving market landscape. With an emphasis on enhancing investor access to digital asset classes and modern investment opportunities, it plays a significant role in shaping contemporary asset management strategies.
Investment Philosophy & Strategy
In today's evolving financial ecosystem, Drive Wealth Management LLC leverages technology to reshape investment landscapes. The firm prioritizes access and personalization, enabling clients to engage with a wide array of asset classes through innovative digital solutions. Their strategic emphasis on integrating sophisticated analytics ensures that services are not only adaptive but also capable of meeting diverse client aspirations. This approach positions them as a forward-thinking entity in the wealth management sector, dedicated to enhancing investor experiences while capitalizing on emerging market opportunities.
In today's evolving financial ecosystem, Drive Wealth Management LLC leverages technology to reshape investment landscapes. The firm prioritizes access and personalization, enabling clients to engage with a wide array of asset classes through innovative digital solutions. Their strategic emphasis on integrating sophisticated analytics ensures that services are not only adaptive but also capable of meeting diverse client aspirations. This approach positions them as a forward-thinking entity in the wealth management sector, dedicated to enhancing investor experiences while capitalizing on emerging market opportunities.
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:
35.66%
Gain +1.65%
Monthly
0.51%
Yearly
6.3%
Drawdown
13.41%
$521.74M
Equity
Holdings
$521.74M
Investment
$373.73M
$165.29M
Profit +$10.01M
Realized
$17.28M
Unrealized
$148.01M
Dividends
$29.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.65%
Profit
$10.01M
Win %
75%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$7.06M
Win %
75%
This Month
Compared to last month
Gain
-1.38%
Profit
-$7.29M
Win %
75%
This Year
Compared to last year
Gain
1.55%
Profit
$8.46M
Win %
75%
SNDK SanDisk Corporation
+14.5%
+$162,268.68 
GOSS Gossamer Bio Inc.
+13.72%
+$375.57 
KLAC KLA Corporation
+12.92%
+$162,012 
LRCX Lam Research Corporation
+12.65%
+$188,981.52 
LASR nLIGHT, Inc.
+11.95%
+$27,278.58 
MU Micron Technology, Inc.
+11.69%
+$552,055.04 
FIP FTAI Infrastructure Inc.
+11.68%
+$6,028.5 
ESLT Elbit Systems Ltd.
+11.51%
+$57,103.38 
AMAT Applied Materials, Inc.
+11.17%
+$186,291.53 
MRVL Marvell Technology, Inc.
+11.12%
+$120,562.28 
IREN IREN Limited
+10.07%
+$44,265.51 
NUTX Nutex Health Inc.
+10.03%
+$313,251.8 
TER Teradyne, Inc.
+9.73%
+$24,478.44 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$66,257.25 
INTC Intel Corporation
+9.28%
+$138,245.45 
SCCO Southern Copper Corporation
+8.71%
+$34,079.22 
WDC Western Digital Corporation
+8%
+$66,679.2 
AMD Advanced Micro Devices, Inc.
+7.96%
+$260,208.55 
MPWR Monolithic Power Systems, Inc.
+7.94%
+$30,409.59 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.26%
+$32,360.04 
FIX Comfort Systems USA, Inc.
+7.22%
+$44,314.41 
SSRM Ssr Mining Inc.
+7.17%
+$14,938.88 
RCL Royal Caribbean Group
+7.14%
+$18,125.1 
DAL Delta Air Lines, Inc.
+7.04%
+$20,922.82 
FCX Freeport-McMoRan Inc.
+6.85%
+$36,741.25 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$131,983.06 
HON Honeywell International Inc.
+6.45%
+$32,020.51 
STX Seagate Technology Holdings plc
+6.38%
+$38,501.9 
FSM Fortuna Mining Corp
+6.37%
+$7,147.69 
PANW Palo Alto Networks, Inc.
+6.15%
+$36,540.83 
QCOM QUALCOMM Incorporated
+6.15%
+$35,773.92 
VRT Vertiv Holdings Co
+6.06%
+$26,549.77 
BA Boeing Company
+6.05%
+$28,819.2 
KYMR Kymera Therapeutics Inc.
+6.05%
+$13,612.94 
AU AngloGold Ashanti plc
+6.04%
+$40,754.52 
TOL Toll Brothers Inc
+6%
+$28,230.37 
DELL Dell Technologies Inc.
+5.94%
+$39,875.55 
DJT Trump Media & Technology Group Corp.
+5.91%
+$4,734.32 
FDX FedEx Corporation
+5.83%
+$23,275 
SN SharkNinja, Inc.
+5.76%
+$28,996.02 
RACE Ferrari N.V.
+5.55%
+$15,210.93 
AQST Aquestive Therapeutics Inc.
+5.51%
+$4,518.14 
SLV iShares Silver Trust
+5.5%
+$14,027.25 
SAN Banco Santander S.A. Sponsored ADR
+5.5%
+$13,493.66 
RUN Sunrun Inc.
+5.46%
+$35,897.55 
TXN Texas Instruments Inc
+5.35%
+$23,404.59 
HSBC HSBC Holdings plc Sponsored ADR
+5.32%
+$42,694.76 
NOK Nokia Corporation Sponsored ADR
+5.22%
+$11,426.8 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$21,383.69 
NEM Newmont Corporation
+5.2%
+$66,551.23 
GD General Dynamics Corporation
+5.2%
+$37,761.31 
GLW Corning Incorporated
+5.01%
+$19,009.65 
KEYS Keysight Technologies, Inc.
+4.98%
+$50,825.63 
ADI Analog Devices, Inc.
+4.96%
+$24,850.42 
ETN Eaton Corporation plc
+4.88%
+$28,560.9 
LYG Lloyds Banking Group Plc ADR
+4.84%
+$11,883 
CAT Caterpillar Inc.
+4.83%
+$222,202.66 
AMGN Amgen Inc.
+4.79%
+$26,203.49 
RBLX Roblox Corporation
+4.76%
+$7,797.3 
FER Ferrovial SE
+4.74%
+$12,761.2 
BCS Barclays PLC Sponsored ADR
+4.74%
+$15,976.8 
DRD DRDGOLD Limited American Depositary Receipts
+4.7%
+$12,147.82 
SLVM Sylvamo Corporation
+4.69%
+$10,498.08 
TSLA Tesla, Inc.
+4.63%
+$225,345.51 
LMT Lockheed Martin Corporation
+4.57%
+$21,311.98 
DFEV Dimensional Emerging Markets Value ETF
+4.53%
+$24,623.5 
GEV GE Vernova Inc.
+4.52%
+$38,617.68 
FTNT Fortinet Inc.
+4.45%
+$23,261.52 
EME EMCOR Group, Inc.
+4.43%
+$11,045.61 
GE General Electric Company
+4.42%
+$54,669.16 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.39%
+$111,889.54 
TFPM Triple Flag Precious Metals Corp
+4.28%
+$36,966.75 
LITE Lumentum Holdings Inc.
+4.26%
+$14,677.32 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+4.22%
+$12,846.08 
LNTH Lantheus Holdings, Inc.
+4.07%
+$13,741.44 
SNEX StoneX Group Inc.
+4.04%
+$13,194.72 
CMI Cummins Inc.
+4.03%
+$13,955.58 
DB Deutsche Bank AG
+3.97%
+$15,152.37 
NVS Novartis AG Sponsored ADR
+3.92%
+$14,518.31 
ENIC Enel Chile S.A.
+3.9%
+$3,552.61 
RTX RTX Corporation
+3.83%
+$36,930.8 
NU Nu Holdings Ltd.
+3.83%
+$6,193.95 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+3.78%
+$3,171.74 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+3.75%
+$131,964.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$1.04M 
TDY Teledyne Technologies Incorporated
+3.63%
+$8,590.98 
NET Cloudflare Inc.
+3.61%
+$12,497.68 
GILD Gilead Sciences Inc.
+3.6%
+$19,403.12 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.57%
+$17,855.5 
WF Woori Financial Group Inc. Sponsored ADR
+3.55%
+$10,414.25 
SBUX Starbucks Corporation
+3.53%
+$12,410.44 
C Citigroup Inc.
+3.47%
+$18,945.96 
AVGO Broadcom Inc.
+3.47%
+$209,005.64 
AEM Agnico Eagle Mines Limited
+3.46%
+$5,881.92 
GS The Goldman Sachs Group, Inc.
+3.43%
+$31,830.42 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.4%
+$92,109.23 
ING ING Groep N.V. Sponsored ADR
+3.4%
+$11,839.42 
VGT Vanguard Information Technology ETF
+3.33%
+$8,898.12 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$19,748.41 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+3.19%
+$28,362.34 
FCFS FirstCash Holdings, Inc.
+3.15%
+$10,198.43 
PCAR PACCAR Inc.
+3.15%
+$9,502.73 
NWL Newell Brands Inc.
+3.12%
+$1,585.22 
GLD SPDR Gold Shares
+3.12%
+$10,126.56 
DIHP Dimensional International High Profitability Portfolio
+3.1%
+$75,902.18 
ROST Ross Stores, Inc.
+3.1%
+$12,086.39 
PH Parker-Hannifin Corporation
+3.08%
+$15,043.68 
IAU iShares Gold Trust
+3.05%
+$34,353.54 
ANET Arista Networks, Inc.
+3.04%
+$33,046.93 
UBS UBS Group AG
+3.04%
+$16,405.26 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$53,622.36 
MS Morgan Stanley
+2.9%
+$8,748 
GSID Goldman Sachs MarketBeta International Fund
+2.89%
+$117,310.2 
IVLU iShares MSCI International Value Factor ETF
+2.89%
+$19,795.2 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.87%
+$6,681.66 
AVDV Avantis International Small Cap Value ETF
+2.81%
+$22,599.8 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+2.79%
+$124,182.5 
NTRS Northern Trust Corporation
+2.78%
+$7,595.28 
VMC Vulcan Materials Company
+2.77%
+$6,274.05 
MAR Marriott International Inc. - Class A
+2.76%
+$25,509.38 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.74%
+$36,691.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.71%
+$15,502.28 
TXT Textron Inc.
+2.65%
+$27,633.98 
IBN ICICI Bank Limited Sponsored ADR
+2.6%
+$7,157.11 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.59%
+$8,996.67 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$63,594 
EFV iShares MSCI EAFE Value ETF
+2.58%
+$136,685.34 
ECL Ecolab Inc.
+2.57%
+$7,015.8 
CSCO Cisco Systems, Inc.
+2.53%
+$54,198.06 
COF Capital One Financial Corporation
+2.44%
+$4,930.24 
IJR iShares Core S&P Small-Cap ETF
+2.44%
+$214,271.73 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$348,354.78 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.38%
+$55,380.86 
BMY Bristol-Myers Squibb Company
+2.37%
+$14,485.68 
CFG Citizens Financial Group, Inc.
+2.36%
+$5,188.3 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.36%
+$47,999.22 
DFIV Dimensional International Value ETF
+2.36%
+$33,687.04 
IDV iShares International Select Dividend ETF
+2.32%
+$21,190.81 
MLM Martin Marietta Materials, Inc.
+2.32%
+$5,717.72 
VSTS Vestis Corporation
+2.3%
+$8,485.5 
HD The Home Depot, Inc.
+2.27%
+$19,959.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$24,324.24 
DOV Dover Corporation
+2.26%
+$4,767.21 
LOW Lowe's Companies Inc.
+2.26%
+$8,744.96 
PFE Pfizer Inc.
+2.25%
+$4,991.57 
DVYE iShares Emerging Markets Dividend ETF
+2.25%
+$10,511.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$8,455.98 
APH Amphenol Corporation
+2.21%
+$24,036.74 
NVDA NVIDIA Corporation
+2.17%
+$427,018.4 
LLY Eli Lilly and Company
+2.16%
+$72,324 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$15,777.03 
FICS FT International Developed Capital Strength Fund
+2.09%
+$17,348.69 
BX Blackstone Inc.
+2.03%
+$5,253.6 
NMR Nomura Holdings Inc. Sponsored ADR
+2%
+$2,850.9 
RGEN Repligen Corporation
+1.97%
+$7,052.08 
GBCI Glacier Bancorp Inc.
+1.96%
+$9,079.46 
STT State Street Corp
+1.94%
+$5,984.84 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+1.93%
+$5,728.8 
JQUA JPMorgan U.S. Quality Factor ETF
+1.92%
+$19,707.94 
DFUV Dimensional US Marketwide Value ETF
+1.91%
+$18,248.82 
NOC Northrop Grumman Corporation
+1.9%
+$12,691.61 
DFUS Dimensional U.S. Equity Market ETF
+1.9%
+$7,023 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.85%
+$4,354.73 
VO Vanguard Mid-Cap ETF
+1.85%
+$208,499.76 
GM General Motors Company
+1.85%
+$7,124.26 
BKNG Booking Holdings Inc.
+1.84%
+$11,726.25 
LION Lionsgate Studios Corp.
+1.83%
+$5,462.5 
CEG Constellation Energy Corporation
+1.82%
+$3,871.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$76,792.43 
BSBR Banco Santander Brasil S.A.
+1.8%
+$1,510.31 
ITW Illinois Tool Works Inc.
+1.78%
+$4,156.91 
DIS The Walt Disney Company
+1.77%
+$6,349 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.76%
+$387,540.8 
DFAT Dimensional US Targeted Value ETF
+1.76%
+$4,858.77 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$10,277.74 
VOO Vanguard S&P 500 ETF
+1.72%
+$44,091.05 
TM Toyota Motor Corporation
+1.7%
+$4,996.12 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$8,838.58 
IVV iShares Core S&P 500 ETF
+1.69%
+$492,313.83 
MET MetLife Inc.
+1.68%
+$5,502.75 
AXP American Express Company
+1.64%
+$7,591.1 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$6,605.04 
DE Deere & Company
+1.53%
+$24,195.63 
FERG Ferguson Enterprises Inc
+1.52%
+$3,278.4 
BALI iShares Adaptive Large Cap ETF
+1.52%
+$38,865.5 
REGN Regeneron Pharmaceuticals, Inc.
+1.52%
+$3,834.6 
IWY iShares Russell Top 200 Growth ETF
+1.45%
+$3,370.08 
USB U.S. Bancorp
+1.43%
+$5,162.13 
JPM JPMorgan Chase & Co.
+1.42%
+$41,571.2 
SYY Sysco Corporation
+1.41%
+$12,273.29 
AMZN Amazon.com Inc
+1.4%
+$135,290.12 
AAPL Apple Inc.
+1.39%
+$238,735.35 
MRK Merck & Co., Inc.
+1.39%
+$14,869.84 
UBER Uber Technologies, Inc.
+1.37%
+$5,776.3 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.35%
+$24,854.99 
SF Stifel Financial Corp.
+1.31%
+$4,205.05 
HCA HCA Healthcare Inc.
+1.31%
+$7,557.88 
AX Axos Financial Inc.
+1.26%
+$2,781.66 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.24%
+$2,173.47 
BUD Anheuser-Busch InBev S.A. ADR
+1.24%
+$3,959.2 
LIN Linde plc
+1.23%
+$3,475.61 
EIX Edison International
+1.18%
+$4,299.96 
URI United Rentals, Inc.
+1.16%
+$3,745.4 
NBIX Neurocrine Biosciences Inc.
+1.15%
+$3,037.7 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.15%
+$3,109.96 
CSAN Cosan S.A.
+1.14%
+$312.87 
BAC Bank of America Corporation
+1.09%
+$11,356.76 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$4,969.44 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$6,475.14 
ZION Zions Bancorporation, National Association
+0.94%
+$2,850.14 
FTI TechnipFMC plc
+0.93%
+$3,801.2 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.92%
+$3,527.16 
GOOG Alphabet Inc
+0.91%
+$54,551.3 
IBM International Business Machines Corporation
+0.89%
+$5,762.19 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$18,004.48 
RY Royal Bank of Canada
+0.84%
+$6,057.09 
MCD McDonald's Corporation
+0.83%
+$11,378.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$3,036.37 
CTAS Cintas Corporation
+0.82%
+$2,594.44 
NEOG Neogen Corporation
+0.82%
+$961.95 
CTA-PA EIDP, Inc.
+0.81%
+$1,845.99 
WTFC Wintrust Financial Corporation
+0.79%
+$1,998.36 
FFIV F5 Inc.
+0.79%
+$2,357.76 
FAST Fastenal Co.
+0.78%
+$3,290.4 
TTWO Take-Two Interactive Software, Inc.
+0.77%
+$2,891.7 
PID Invesco International Dividend Achievers ETF
+0.76%
+$6,789.59 
HE Hawaiian Electric Industries Inc.
+0.73%
+$1,081.67 
CDX Simplify High Yield ETF
+0.69%
+$57,494.49 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.69%
+$2,420.04 
PLTR Palantir Technologies Inc.
+0.67%
+$7,604.67 
NXST Nexstar Media Group Inc.
+0.64%
+$2,025.75 
EVTR Eaton Vance Total Return Fund
+0.63%
+$35,646.4 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$2,364.57 
BLK BlackRock, Inc.
+0.57%
+$9,523.28 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.57%
+$30,215.39 
ABT Abbott Laboratories
+0.56%
+$6,390.94 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$3,009.28 
WFC Wells Fargo & Company
+0.54%
+$9,995.48 
CPAY Corpay, Inc.
+0.54%
+$1,342.66 
GTO Invesco Total Return Bond ETF
+0.51%
+$2,472 
AIG American International Group Inc.
+0.51%
+$1,330.76 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.5%
+$14,982.12 
UNP Union Pacific Corporation
+0.49%
+$7,076.53 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.45%
+$1,206.48 
EQIX Equinix, Inc.
+0.45%
+$2,859.77 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$1,620.6 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.43%
+$5,706.09 
CVE Cenovus Energy Inc.
+0.42%
+$1,047.96 
GOOGL Alphabet Inc
+0.42%
+$39,714.68 
PCG PG&E Corporation
+0.42%
+$1,988.04 
TJX The TJX Companies, Inc.
+0.38%
+$3,715.84 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.37%
+$4,877.68 
ZTO ZTO Express (Cayman) Inc.
+0.36%
+$847.6 
RDY Dr. Reddy's Laboratories Ltd.
+0.34%
+$711.54 
AJG Arthur J. Gallagher & Co.
+0.34%
+$987.9 
DHT DHT Holdings Inc.
+0.3%
+$511.7 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$19,283.6 
KKR KKR & Co. Inc.
+0.28%
+$1,122.66 
JPIE JPMorgan Income ETF
+0.27%
+$6,092.75 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.26%
+$3,284.1 
UTHR United Therapeutics Corporation
+0.24%
+$536.9 
XEL Xcel Energy Inc.
+0.22%
+$536.69 
ISRG Intuitive Surgical, Inc.
+0.21%
+$983.84 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.18%
+$112.2 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$2,219.04 
TRV The Travelers Companies, Inc.
+0.17%
+$1,028.69 
KVUE Kenvue Inc.
+0.11%
+$1,060.96 
JPLD JPMorgan Limited Duration ETF
+0.11%
+$7,437.56 
HAL Halliburton Company
+0.06%
+$186.22 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$1,501.55 
JMUB JPMorgan Municipal Bond ETF
+0.06%
+$359.67 
ENB Enbridge Inc.
+0.04%
+$206.85 
CLOA iShares AAA CLO ETF
+0.04%
+$3,591.04 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$301.38 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$632.1 
AZN
0%
$0 
BPRE
0%
$0 
CMCSA Comcast Corp
0%
$0 
EBR Axia Energia S.A. Sponsored ADR Preferred
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
JCI
0%
$0 
SNOW
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TNP Tsakos Energy Navigation Ltd.
0%
$0 
PCT PureCycle Technologies Inc.
-8.75%
-$26,908.42 
ORCL Oracle Corporation
-8.58%
-$127,573.42 
ADBE Adobe Inc.
-6.25%
-$40,824 
NVNI Nvni Group Ltd.
-4.72%
-$3,555.84 
SAP SAP SE Sponsored ADR
-3.84%
-$14,401.08 
COP ConocoPhillips
-3.8%
-$22,781.76 
VRSN Verisign Inc.
-2.96%
-$11,340.12 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$15,433.11 
OXY Occidental Petroleum Corporation
-2.85%
-$5,707 
FICO Fair Isaac Corporation
-2.83%
-$11,036.8 
NOW ServiceNow, Inc.
-2.81%
-$12,858.7 
CNC Centene Corporation
-2.76%
-$11,829.97 
XOM Exxon Mobil Corporation
-2.68%
-$122,826.34 
CRM Salesforce Inc
-2.6%
-$20,711.45 
INTU Intuit Inc.
-2.58%
-$10,019.61 
COKE Coca-Cola Consolidated Inc.
-2.5%
-$8,039.96 
WM Waste Management, Inc.
-2.48%
-$20,431.29 
MO Altria Group, Inc.
-2.35%
-$6,671.88 
ADP Automatic Data Processing Inc.
-2.31%
-$5,719.09 
CVX Chevron Corporation
-2.11%
-$38,592 
NEXT NextDecade Corporation
-2.02%
-$2,301.8 
MCO Moody's Corporation
-2%
-$5,036.59 
PSX Phillips 66
-1.99%
-$14,501.72 
MSFT Microsoft Corp.
-1.79%
-$211,849.49 
ACN Accenture plc Class A
-1.74%
-$3,244.16 
ALL Allstate Corporation
-1.67%
-$3,711.35 
NTSE WisdomTree Emerging Markets Efficient Core Fund
-1.6%
-$17,406.5 
CBRE CBRE Group Inc.
-1.57%
-$3,576.3 
KMI Kinder Morgan, Inc.
-1.52%
-$4,753 
OKE ONEOK, Inc.
-1.51%
-$3,451.03 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$3,083.93 
LPLA LPL Financial Holdings Inc.
-1.29%
-$2,509.54 
TNGY Tortoise Energy Fund, Inc.
-1.29%
-$1,999.53 
PM Philip Morris International Inc.
-1.27%
-$15,965.16 
KO The Coca-Cola Company
-1.26%
-$19,620.3 
HAFN Hafnia Ltd
-1.22%
-$2,807.37 
V Visa Inc. Class A
-1.19%
-$29,403.71 
BMRN Biomarin Pharmaceutical Inc.
-1.12%
-$2,475.27 
EHC Encompass Health Corporation
-0.98%
-$2,468.44 
ICE Intercontinental Exchange, Inc.
-0.98%
-$2,505.73 
PGR Progressive Corporation
-0.97%
-$4,974.41 
GNW Genworth Financial Inc.
-0.95%
-$1,953.72 
AZO AutoZone Inc.
-0.93%
-$2,808.15 
SNPS Synopsys, Inc.
-0.92%
-$2,987.75 
VLO Valero Energy Corporation
-0.92%
-$3,486.27 
WMB The Williams Companies, Inc.
-0.91%
-$2,615.41 
NFLX Netflix, Inc.
-0.89%
-$10,897.44 
T AT&T Inc.
-0.86%
-$5,815 
WEC WEC Energy Group Inc.
-0.82%
-$2,173.28 
CB Chubb Limited
-0.82%
-$6,569.02 
COST Costco Wholesale Corporation
-0.82%
-$18,341.24 
TTE TotalEnergies SE
-0.81%
-$3,731.76 
SO The Southern Company
-0.79%
-$3,865.8 
ED Consolidated Edison, Inc.
-0.7%
-$3,117.39 
DUK Duke Energy Corporation
-0.67%
-$2,823.97 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$2,018.75 
ALNY Alnylam Pharmaceuticals Inc
-0.63%
-$1,169.37 
SCHW Charles Schwab Corporation
-0.62%
-$1,640.65 
CL Colgate-Palmolive Company
-0.6%
-$2,973.78 
CME CME Group Inc.
-0.6%
-$2,738.12 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$1,428.48 
MA Mastercard Incorporated
-0.54%
-$6,724.08 
ETR Entergy Corporation
-0.52%
-$1,124.04 
AEE Ameren Corporation
-0.52%
-$1,876 
YUMC Yum China Holdings Inc.
-0.51%
-$1,536.08 
UNH UnitedHealth Group Incorporated
-0.51%
-$3,558.88 
PG Procter & Gamble Co
-0.48%
-$4,668.48 
META Meta Platforms Inc Class A
-0.45%
-$25,645.35 
HLN Haleon Plc - ADR
-0.44%
-$3,940.52 
PEP PepsiCo, Inc.
-0.44%
-$1,909.56 
ORLY O'Reilly Automotive Inc.
-0.43%
-$1,717.95 
FISV Fiserv, Inc.
-0.41%
-$872.08 
E Eni S.p.A. Sponsored ADR
-0.41%
-$1,251.14 
STNG Scorpio Tankers Inc.
-0.41%
-$957.59 
MCK McKesson Corporation
-0.4%
-$2,404.55 
NEE NextEra Energy, Inc.
-0.39%
-$1,956.9 
CDNS Cadence Design Systems, Inc.
-0.36%
-$1,563.75 
CI The Cigna Group
-0.31%
-$1,757.5 
MSI Motorola Solutions, Inc.
-0.27%
-$1,025.2 
SHEL Shell plc
-0.26%
-$1,535.6 
IHS IHS Holding Ltd.
-0.24%
-$457.02 
EXC Exelon Corporation
-0.22%
-$507.2 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.19%
-$717.68 
RJF Raymond James Financial Inc.
-0.16%
-$576.48 
AEP American Electric Power Company, Inc.
-0.1%
-$385.06 
AMP Ameriprise Financial, Inc.
-0.09%
-$483.8 
ABBV AbbVie Inc.
-0.08%
-$1,299.03 
WMT Walmart Inc.
-0.07%
-$2,625.21 
D Dominion Energy, Inc.
-0.06%
-$148.28 
JNJ Johnson & Johnson
-0.05%
-$596.44 
VZ Verizon Communications Inc.
-0.04%
-$217.52 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.04%
-$381.75 Events
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Dividends
Dividend Analysis
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| Trades 4986 | Longs Won 3065/4986 61% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,584.1 |
| Average Win $67,987.58 | Best Trade (Jun 11) $7.24M | Sharpe Ratio -5.75 |
| Average Loss -$22,430.82 | Worst Trade (Mar 31) -$5.87M | Z-Score -1.26 (79.52%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $33,151.29 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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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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