Jon Lewis Portfolio
Invests via Midwest Trust Co | Managed by Jon Lewis
Invests via Midwest Trust Co
Managed by Jon Lewis
Automatically Tracked
Veteran private equity and growth investor with extensive experience leading deal execution, portfolio operations and capital raising across technology and consumer sectors. Jon Lewis combines a background in investment banking and operational leadership to source growth-stage opportunities, drive EBITDA expansion and oversee exit strategy execution. Regularly engages with institutional LPs and board-level governance to scale revenue and margins.
Veteran private equity and growth investor with extensive experience leading deal execution, portfolio operations and capital raising across technology and consumer sectors. Jon Lewis combines a background in investment banking and operational leadership to source growth-stage opportunities, drive EBITDA expansion and oversee exit strategy execution. Regularly engages with institutional LPs and board-level governance to scale revenue and margins.
Investment Philosophy & Strategy
Combines operational leadership with disciplined private equity thinking to target growth-stage technology and consumer businesses where active management can accelerate EBITDA and revenue growth. Prioritizes proprietary sourcing, rigorous commercial and financial due diligence, and hands-on portfolio intervention—pricing investments with clear value-creation milestones and defined exit pathways. Capital allocation favors control or structured minority stakes that enable governance influence; time horizon is medium-term (3–7 years) with a bias toward margin expansion, scalable revenue models, and LP-aligned governance.
Combines operational leadership with disciplined private equity thinking to target growth-stage technology and consumer businesses where active management can accelerate EBITDA and revenue growth. Prioritizes proprietary sourcing, rigorous commercial and financial due diligence, and hands-on portfolio intervention—pricing investments with clear value-creation milestones and defined exit pathways. Capital allocation favors control or structured minority stakes that enable governance influence; time horizon is medium-term (3–7 years) with a bias toward margin expansion, scalable revenue models, and LP-aligned governance.
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:
22.02%
Gain -0.59%
Monthly
1.29%
Yearly
16.6%
Drawdown
7.92%
$9.02B
Equity
Holdings
$9.02B
Investment
$7.5B
$1.58B
Profit -$50.48M
Realized
$53.26M
Unrealized
$1.53B
Dividends
$163.98M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$50.48M
Win %
66%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$60.33M
Win %
66%
This Month
Compared to last month
Gain
1.36%
Profit
$120.6M
Win %
66%
This Year
Compared to last year
Gain
2.02%
Profit
$182.46M
Win %
66%
KMI Kinder Morgan, Inc.
+3.46%
+$15,285.05 
BP BP p.l.c. Sponsored ADR
+3.37%
+$46,723.39 
HONA Honeywell Aerospace Inc.
+3.34%
+$581,651.15 
COP ConocoPhillips
+3.25%
+$1.94M 
EOG EOG Resources, Inc.
+3.03%
+$12,913.07 
RTX RTX Corporation
+3.01%
+$2.55M 
DVN Devon Energy Corporation
+2.92%
+$9,184.32 
NFGC New Found Gold Corp.
+2.86%
+$900 
NOC Northrop Grumman Corporation
+2.85%
+$1.09M 
LMT Lockheed Martin Corporation
+2.78%
+$634,831.17 
COCO The Vita Coco Company, Inc.
+2.76%
+$6,453.81 
BTI British American Tobacco p.l.c. ADR
+2.72%
+$9,761.24 
OKE ONEOK, Inc.
+2.69%
+$15,716.04 
SHEL Shell plc
+2.61%
+$45,078.82 
SLB Schlumberger Limited
+2.49%
+$402,188.03 
WING Wingstop Inc.
+2.47%
+$54,545.35 
PTEN Patterson-UTI Energy Inc.
+2.43%
+$5,082 
CCI Crown Castle Inc.
+2.37%
+$11,375.3 
CMS CMS Energy Corporation
+2.37%
+$4,479.21 
CVX Chevron Corporation
+2.25%
+$1.43M 
XLE Energy Select Sector SPDR Fund
+2.23%
+$74,095.56 
FTI TechnipFMC plc
+2.21%
+$93,736.27 
TRP TC Energy Corporation
+2.21%
+$319,641.96 
PM Philip Morris International Inc.
+2.05%
+$1.12M 
WS Worthington Steel, Inc.
+2.01%
+$57,386.39 
COKE Coca-Cola Consolidated Inc.
+2%
+$4,647.12 
HAL Halliburton Company
+1.99%
+$4,285.01 
XOM Exxon Mobil Corporation
+1.94%
+$2.4M 
EPD Enterprise Products Partners L.P.
+1.93%
+$10,725.73 
USB U.S. Bancorp
+1.93%
+$433,929.08 
PEP PepsiCo, Inc.
+1.92%
+$949,964.47 
F Ford Motor Company
+1.91%
+$6,145.95 
WEC WEC Energy Group Inc.
+1.9%
+$9,133.44 
PEG Public Service Enterprise Group Incorporated
+1.87%
+$5,302.08 
AEP American Electric Power Company, Inc.
+1.85%
+$214,861.4 
EXC Exelon Corporation
+1.85%
+$42,093.27 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$20,834.52 
AEE Ameren Corporation
+1.83%
+$31,559 
AMT American Tower Corporation
+1.79%
+$390,861.25 
ET Energy Transfer L.P.
+1.79%
+$22,612.79 
DUK Duke Energy Corporation
+1.76%
+$282,104.32 
EVRG Evergy Inc.
+1.74%
+$90,593.16 
GD General Dynamics Corporation
+1.73%
+$16,959.48 
SO The Southern Company
+1.73%
+$343,875.84 
YORW The York Water Company
+1.72%
+$4,002.03 
ED Consolidated Edison, Inc.
+1.69%
+$6,086.26 
IDXX IDEXX Laboratories, Inc.
+1.69%
+$165,383.32 
TJX The TJX Companies, Inc.
+1.67%
+$78,472.01 
DNP DNP Select Income Fund Inc.
+1.63%
+$3,459.04 
TFC Truist Financial Corporation
+1.55%
+$208,120.32 
VMC Vulcan Materials Company
+1.53%
+$3,605.25 
AZO AutoZone Inc.
+1.49%
+$3,331.35 
PNW Pinnacle West Capital Corporation
+1.49%
+$295,197.45 
CASY Casey's General Stores Inc.
+1.46%
+$265,542.97 
LHX L3Harris Technologies, Inc.
+1.46%
+$6,107.5 
NEM Newmont Corporation
+1.42%
+$112,180.77 
PSX Phillips 66
+1.42%
+$81,690.16 
PHG Koninklijke Philips N.V.
+1.39%
+$40,204.11 
TMUS T-Mobile US, Inc.
+1.38%
+$3,734.57 
LNT Alliant Energy Corporation
+1.36%
+$3,615.7 
GE General Electric Company
+1.32%
+$135,695.76 
MDLZ Mondelez International, Inc.
+1.32%
+$23,571.2 
MO Altria Group, Inc.
+1.31%
+$32,681.24 
COST Costco Wholesale Corporation
+1.3%
+$1.06M 
ALL Allstate Corporation
+1.3%
+$320,647.22 
WY Weyerhaeuser Company
+1.29%
+$7,810 
UTL Unitil Corporation
+1.27%
+$16,349.92 
CMCSA Comcast Corp
+1.26%
+$8,247.52 
KO The Coca-Cola Company
+1.25%
+$361,983.2 
MRK Merck & Co., Inc.
+1.25%
+$1.34M 
WMB The Williams Companies, Inc.
+1.24%
+$783,553.74 
D Dominion Energy, Inc.
+1.24%
+$26,048.1 
HDV iShares Core High Dividend ETF
+1.23%
+$8,603.05 
ORI Old Republic International Corp.
+1.2%
+$3,663.74 
MET MetLife Inc.
+1.2%
+$6,822 
NUE Nucor Corporation
+1.18%
+$51,693.74 
MLM Martin Marietta Materials, Inc.
+1.16%
+$5,175.59 
FE FirstEnergy Corp.
+1.14%
+$26,618.8 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$13,370.77 
VZ Verizon Communications Inc.
+1.13%
+$293,153 
KTB Kontoor Brands Inc.
+1.12%
+$5,543.63 
GSK GSK plc Sponsored ADR
+1.09%
+$63,942.13 
PNC The PNC Financial Services Group, Inc.
+1.07%
+$617,237.51 
IDU iShares U.S. Utilities ETF
+1.06%
+$3,486.72 
NEE NextEra Energy, Inc.
+1.04%
+$222,348.74 
BKH Black Hills Corporation
+1.03%
+$37,815.18 
SRCE 1st Source Corporation
+1.01%
+$9,220.03 
SUN Sunoco L.P.
+1.01%
+$6,191.86 
WFC Wells Fargo & Company
+0.99%
+$16,099.06 
KR Kroger Co.
+0.98%
+$24,154.12 
EFSC Enterprise Financial Services Corp.
+0.95%
+$18,864.78 
CMI Cummins Inc.
+0.95%
+$70,895.94 
ITA iShares U.S. Aerospace & Defense ETF
+0.94%
+$5,769.56 
ETR Entergy Corporation
+0.92%
+$240,976.32 
MAR Marriott International Inc. - Class A
+0.92%
+$6,415.14 
MKC McCormick & Company, Incorporated
+0.92%
+$14,137.2 
JPM JPMorgan Chase & Co.
+0.9%
+$1.55M 
LIN Linde plc
+0.9%
+$9,443.68 
COF Capital One Financial Corporation
+0.89%
+$71,635.52 
DRI Darden Restaurants, Inc.
+0.86%
+$20,013.3 
DOV Dover Corporation
+0.85%
+$3,040.96 
WMT Walmart Inc.
+0.85%
+$806,574 
HD The Home Depot, Inc.
+0.85%
+$489,951.08 
CAG Conagra Brands Inc.
+0.85%
+$3,266.4 
PGR Progressive Corporation
+0.84%
+$73,184.4 
TRV The Travelers Companies, Inc.
+0.81%
+$266,327.17 
DOW Dow Inc.
+0.81%
+$12,988.32 
CBC Central Bancompany, Inc.
+0.8%
+$1,787.69 
HRL Hormel Foods Corporation
+0.79%
+$23,654.88 
VDC VANGUARD CONSUMER STAPLES ETF
+0.77%
+$1,916.79 
AFL Aflac Inc.
+0.77%
+$133,569.41 
CME CME Group Inc.
+0.76%
+$7,247.87 
XLP Consumer Staples Select Sector SPDR Fund
+0.76%
+$21,152.34 
BUSE First Busey Corporation
+0.73%
+$5,286.85 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$118,626.95 
JNJ Johnson & Johnson
+0.73%
+$297,623.62 
BNY BlackRock New York Municipal Income Trust
+0.72%
+$4,608.22 
O Realty Income Corporation
+0.72%
+$2,407.2 
MNST Monster Beverage Corporation
+0.72%
+$69,008.55 
TT Trane Technologies plc
+0.71%
+$6,763.27 
AJG Arthur J. Gallagher & Co.
+0.71%
+$5,688.75 
PG Procter & Gamble Co
+0.7%
+$526,611.94 
ABBV AbbVie Inc.
+0.69%
+$964,310.04 
HSY The Hershey Company
+0.69%
+$7,810.23 
SYK Stryker Corporation
+0.69%
+$76,787.9 
C Citigroup Inc.
+0.69%
+$2,547.68 
DVY iShares Select Dividend ETF
+0.68%
+$18,469.08 
MRSH Marsh & McLennan Companies, Inc.
+0.68%
+$5,706.41 
VLO Valero Energy Corporation
+0.67%
+$13,491.69 
CB Chubb Limited
+0.66%
+$453,834.12 
LLY Eli Lilly and Company
+0.63%
+$539,802.81 
IDV iShares International Select Dividend ETF
+0.61%
+$14,740.18 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$723,893.18 
GEV GE Vernova Inc.
+0.61%
+$44,868.78 
BLK BlackRock, Inc.
+0.6%
+$20,680.59 
CARR Carrier Global Corporation
+0.6%
+$1,980 
ORLY O'Reilly Automotive Inc.
+0.59%
+$8,525.4 
KMB Kimberly-Clark Corporation
+0.58%
+$17,826.33 
SPGI S&P Global Inc.
+0.58%
+$9,065.1 
MGA Magna International Inc.
+0.57%
+$71,900.94 
MCHP Microchip Technology Incorporated
+0.57%
+$1,911.42 
SON Sonoco Products Co.
+0.56%
+$60,569.32 
LOW Lowe's Companies Inc.
+0.56%
+$28,584.97 
ZTS Zoetis Inc.
+0.56%
+$53,966.54 
GM General Motors Company
+0.5%
+$1,099.14 
FAST Fastenal Co.
+0.5%
+$2,731.5 
CI The Cigna Group
+0.48%
+$2,885.5 
XLB Materials Select Sector SPDR Fund
+0.48%
+$12,829.67 
T AT&T Inc.
+0.48%
+$9,124.42 
NRG NRG Energy, Inc.
+0.48%
+$1,526.84 
ELS Equity Lifestyle Properties Inc.
+0.47%
+$26,276.43 
CL Colgate-Palmolive Company
+0.46%
+$13,601.33 
NVS Novartis AG Sponsored ADR
+0.45%
+$162,643.08 
AROW Arrow Financial Corporation
+0.44%
+$2,742.15 
DFIV Dimensional International Value ETF
+0.43%
+$5,245.44 
FITB Fifth Third Bancorp
+0.41%
+$59,184.11 
BRK-A Berkshire Hathaway Inc.
+0.4%
+$22,323.07 
PH Parker-Hannifin Corporation
+0.4%
+$1,699.26 
ICE Intercontinental Exchange, Inc.
+0.4%
+$2,461.25 
AAPL Apple Inc.
+0.39%
+$1.91M 
ITW Illinois Tool Works Inc.
+0.39%
+$12,009.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.38%
+$1,084.32 
CPB The Campbell's Company
+0.38%
+$1,898.55 
V Visa Inc. Class A
+0.38%
+$393,011.81 
MPC Marathon Petroleum Corporation
+0.38%
+$1,927.79 
GRMN Garmin Ltd.
+0.36%
+$4,369.26 
SDY SPDR S&P Dividend ETF
+0.35%
+$61,243.83 
TXN Texas Instruments Inc
+0.35%
+$10,405.64 
ADM Archer-Daniels-Midland Co
+0.35%
+$1,197.12 
RF Regions Financial Corporation
+0.35%
+$58,114.54 
BALL Ball Corp.
+0.33%
+$1,207.5 
DLTR Dollar Tree, Inc.
+0.31%
+$1,149.33 
HBAN Huntington Bancshares Incorporated
+0.29%
+$75,367.89 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.27%
+$616.79 
ZBH Zimmer Biomet Holdings, Inc.
+0.26%
+$1,084.86 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.26%
+$4,550.69 
PFE Pfizer Inc.
+0.26%
+$16,858.95 
FOXA Fox Corporation
+0.25%
+$12,590.4 
SIXA ETC 6 Meridian Mega Cap Equity ETF
+0.24%
+$14,698.73 
APD Air Products and Chemicals, Inc.
+0.24%
+$36,497.38 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$1,558.62 
GPC Genuine Parts Company
+0.23%
+$5,852.84 
ISRG Intuitive Surgical, Inc.
+0.23%
+$39,330.53 
ICF iShares Cohen & Steers Realty Majors ETF
+0.22%
+$539.14 
DGRO iShares Core Dividend Growth ETF
+0.22%
+$1,172.15 
MCK McKesson Corporation
+0.19%
+$2,821.76 
SCHH Schwab U.S. REIT ETF
+0.18%
+$4,208.12 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$14,115.36 
SNA Snap-on Inc.
+0.17%
+$13,810.23 
CDE Coeur Mining, Inc.
+0.16%
+$876.33 
ASML ASML Holding N.V. New York Registry Shares
+0.16%
+$53,647.81 
BMO Bank of Montreal
+0.16%
+$1,197.81 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$1,744.8 
TIP iShares TIPS Bond ETF
+0.15%
+$505.76 
ADP Automatic Data Processing Inc.
+0.13%
+$4,227.61 
CWT California Water Service Group
+0.13%
+$3,120.17 
CAT Caterpillar Inc.
+0.12%
+$126,594.85 
CW Curtiss-Wright Corporation
+0.12%
+$18,860.87 
DISV Dimensional International Small Cap Equity Fund
+0.12%
+$2,315.25 
VTV Vanguard Value ETF
+0.12%
+$19,558.5 
VOE Vanguard Mid-Cap Value ETF
+0.11%
+$12,560.99 
LECO Lincoln Electric Holdings, Inc.
+0.11%
+$8,366.48 
WM Waste Management, Inc.
+0.1%
+$22,063.72 
XLF Financial Select Sector SPDR Fund
+0.1%
+$5,418.44 
DON WisdomTree U.S. MidCap Dividend Fund
+0.1%
+$3,951.26 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$212.13 
WOR Worthington Enterprises Inc.
+0.06%
+$2,905.68 
TDS Telephone and Data Systems, Inc.
+0.06%
+$2,000 
KRE SPDR S&P Regional Banking ETF
+0.06%
+$228.52 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.05%
+$107.72 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$251.35 
IQLT iShares MSCI International Quality Factor ETF
+0.05%
+$242.37 
AMGN Amgen Inc.
+0.05%
+$16,259.12 
XLRE The Real Estate Select Sector SPDR Fund
+0.05%
+$139.66 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$968.92 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$201.91 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$74.38 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$67.28 
IFF International Flavors & Fragrances Inc.
+0.02%
+$373.26 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$452.9 
CBSH Commerce Bancshares, Inc.
+0.02%
+$1,425.06 
BMY Bristol-Myers Squibb Company
+0.02%
+$1,181.88 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1,537.51 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$243.28 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.01%
+$6,334.1 
DIS The Walt Disney Company
+0.01%
+$645.6 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.01%
+$24.05 
GVI iShares Intermediate Government Bond ETF
+0.01%
+$6,751.39 
RWR SPDR Dow Jones REIT ETF
+0.01%
+$10.48 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LKQ LKQ Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
TIIV AAM Todd International Intrinsic Value ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
OIA Invesco Municipal Income Opportunities Trust
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
-8.2%
-$881,260.6 
PANW Palo Alto Networks, Inc.
-7.76%
-$2.54M 
CRWD CrowdStrike Holdings, Inc.
-7.42%
-$259,474.7 
PLTR Palantir Technologies Inc.
-7.31%
-$2M 
ZS Zscaler Inc.
-7.13%
-$34,222.42 
AMPX Amprius Technologies Inc.
-6.31%
-$9,275 
HPE Hewlett Packard Enterprise Company
-6.22%
-$18,903.35 
P Everpure Inc.
-6.21%
-$31,143.31 
STX Seagate Technology Holdings plc
-5.82%
-$55,715.79 
UCTT Ultra Clean Holdings, Inc.
-5.55%
-$7,750 
CIEN Ciena Corporation
-5.31%
-$9,299.54 
AXON Axon Enterprise, Inc.
-5.13%
-$11,144.19 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.04%
-$45,309.6 
IGV iShares Expanded Tech-Software Sector ETF
-5.04%
-$54,962.64 
ARM Arm Holdings plc American Depositary Receipt
-5.01%
-$535,769.11 
BE Bloom Energy Corporation
-4.97%
-$14,769.75 
NOW ServiceNow, Inc.
-4.93%
-$694,151.95 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.87%
-$14,720.01 
SHOP Shopify Inc.
-4.77%
-$531,064.93 
INTC Intel Corporation
-4.68%
-$900,636.54 
AMD Advanced Micro Devices, Inc.
-4.64%
-$400,455.1 
CRCL Circle Internet Group, Inc.
-4.57%
-$180,599.27 
APP AppLovin Corporation Class A Common Stock
-4.34%
-$6,963.26 
HOOD Robinhood Markets, Inc.
-4.25%
-$280,767.24 
AGX Argan Inc.
-4.14%
-$9,293.31 
MU Micron Technology, Inc.
-4.13%
-$60,074.5 
ORCL Oracle Corporation
-4.12%
-$158,870.58 
ANET Arista Networks, Inc.
-4.04%
-$36,206.66 
MRVL Marvell Technology, Inc.
-3.99%
-$15,052.25 
GLW Corning Incorporated
-3.55%
-$744,861.73 
SNPS Synopsys, Inc.
-3.55%
-$346,989.59 
LRCX Lam Research Corporation
-3.48%
-$1.04M 
XBI SPDR S&P Biotech ETF
-3.46%
-$8,689.06 
META Meta Platforms Inc Class A
-3.43%
-$4.31M 
AVGO Broadcom Inc.
-3.36%
-$6.18M 
DELL Dell Technologies Inc.
-3.34%
-$17,285.2 
AMAT Applied Materials, Inc.
-3.18%
-$1.31M 
XNTK SPDR NYSE Technology ETF
-3.11%
-$24,937 
KLAC KLA Corporation
-3.02%
-$67,614.23 
JKHY Jack Henry & Associates, Inc.
-2.88%
-$16,285.61 
NFLX Netflix, Inc.
-2.87%
-$492,017.76 
SOXX iShares Semiconductor ETF
-2.85%
-$52,394.84 
ULTA Ulta Beauty Inc.
-2.83%
-$8,612.74 
CRM Salesforce Inc
-2.81%
-$1.35M 
RPG Invesco S&P 500 Pure Growth ETF
-2.68%
-$5,086.9 
ADBE Adobe Inc.
-2.65%
-$400,793.7 
GT The Goodyear Tire & Rubber Company
-2.6%
-$3,519.69 
IBB iShares Biotechnology ETF
-2.58%
-$23,618.82 
XLK State Street Technology Select Sector SPDR ETF
-2.55%
-$742,887.81 
TSLA Tesla, Inc.
-2.53%
-$1.7M 
NOK Nokia Corporation Sponsored ADR
-2.51%
-$4,329.12 
IYW iShares U.S. Technology ETF
-2.5%
-$122,917.25 
RKT Rocket Companies, Inc. Class A
-2.48%
-$11,192.23 
MSFT Microsoft Corp.
-2.47%
-$10.76M 
VBK Vanguard Small-Cap Growth ETF
-2.46%
-$89,624.58 
IWP iShares Russell Mid-Cap Growth ETF
-2.44%
-$539,926.86 
VGT Vanguard Information Technology ETF
-2.44%
-$69,559.16 
IXN iShares Global Tech ETF
-2.42%
-$5,611.48 
VRT Vertiv Holdings Co
-2.41%
-$10,505.04 
INTU Intuit Inc.
-2.33%
-$27,356.2 
TTWO Take-Two Interactive Software, Inc.
-2.3%
-$3,920.15 
IWO iShares Russell 2000 Growth ETF
-2.29%
-$86,068.18 
SMH VanEck Semiconductor ETF
-2.25%
-$4,667.19 
WAT Waters Corporation
-2.22%
-$6,244.15 
MTUM iShares MSCI USA Momentum Factor ETF
-2.22%
-$8,897.71 
SPCX Space Exploration Technologies Corp. Class A
-2.19%
-$14,503.74 
SCHW Charles Schwab Corporation
-2.18%
-$532,362.45 
GOOGL Alphabet Inc
-2.17%
-$5.02M 
CCJ Cameco Corporation
-2.15%
-$5,717.35 
CSCO Cisco Systems, Inc.
-2.11%
-$2.39M 
CRL Charles River Laboratories International, Inc.
-2.09%
-$171,890.93 
QQQ Invesco QQQ Trust, Series 1
-2.08%
-$389,718.74 
MTB M&T Bank Corporation
-2.08%
-$7,613.56 
CGGR Capital Group Growth ETF
-2.06%
-$4,510.94 
MGK Vanguard Mega Cap Growth ETF
-2.02%
-$35,340 
SPOT Spotify Technology S.A.
-2.01%
-$12,886.73 
VOX Vanguard Communication Services ETF
-2.01%
-$5,820.25 
GOOG Alphabet Inc
-2%
-$2.65M 
NWL Newell Brands Inc.
-1.99%
-$2,618.32 
CDNS Cadence Design Systems, Inc.
-1.99%
-$10,571.55 
FPX First Trust US Equity Opportunities ETF
-1.99%
-$4,757.53 
ATI ATI Inc.
-1.97%
-$4,002.29 
EW Edwards Lifesciences Corporation
-1.97%
-$4,252.48 
VOT Vanguard Mid-Cap Growth ETF
-1.96%
-$260,735.8 
MPWR Monolithic Power Systems, Inc.
-1.92%
-$113,978.05 
IWF iShares Russell 1000 Growth ETF
-1.9%
-$1.16M 
IWY iShares Russell Top 200 Growth ETF
-1.9%
-$53,823.9 
CWB SPDR Bloomberg Convertible Securities ETF
-1.89%
-$12,505.52 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.88%
-$6,696.36 
Q Qnity Electronics Inc.
-1.88%
-$3,208.5 
VXF Vanguard Extended Market ETF
-1.88%
-$17,268.04 
ETN Eaton Corporation plc
-1.87%
-$1.56M 
CMG Chipotle Mexican Grill, Inc.
-1.86%
-$16,158.36 
VONG Vanguard Russell 1000 Growth Fund
-1.85%
-$16,478.61 
AMZN Amazon.com Inc
-1.84%
-$4.33M 
VUG Vanguard Growth ETF
-1.82%
-$403,426.63 
UBER Uber Technologies, Inc.
-1.81%
-$7,807.08 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.8%
-$9,303.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.79%
-$67,556.23 
LUV Southwest Airlines Co.
-1.79%
-$11,034.68 
IYZ iShares U.S. Telecommunications ETF
-1.79%
-$8,344.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.77%
-$1.12M 
SF Stifel Financial Corp.
-1.76%
-$4,572.59 
BX Blackstone Inc.
-1.74%
-$517,291.41 
XLC Communication Services Select Sector SPDR Fund
-1.73%
-$11,076 
DGX Quest Diagnostics Inc.
-1.73%
-$392,868.49 
IBIT iShares Bitcoin Trust
-1.72%
-$26,913.6 
LW Lamb Weston Holdings, Inc.
-1.72%
-$15,889.05 
VOOG Vanguard S&P 500 Growth ETF
-1.71%
-$5,527.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.7%
-$12,250.74 
IUSG iShares Core S&P U.S. Growth ETF
-1.67%
-$87,384.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$121,317.93 
ESGE iShares ESG Aware MSCI EM ETF
-1.67%
-$9,895.6 
GBTC Grayscale Bitcoin Trust ETF
-1.65%
-$14,917.35 
DE Deere & Company
-1.62%
-$430,409.59 
STM STMicroelectronics N.V.
-1.61%
-$39,886.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.57%
-$58,008.72 
EEM iShares MSCI Emerging Markets ETF
-1.54%
-$48,477.76 
IWM iShares Russell 2000 ETF
-1.54%
-$125,181.98 
LH Labcorp Holdings Inc.
-1.52%
-$256,712.4 
NVT nVent Electric plc
-1.52%
-$4,143.75 
BAX Baxter International Inc.
-1.51%
-$10,787.01 
SGI Somnigroup International Inc.
-1.51%
-$6,232.8 
AVEM Avantis Emerging Markets Equity ETF
-1.51%
-$1.19M 
KEYS Keysight Technologies, Inc.
-1.49%
-$4,692.48 
IEMG iShares Core MSCI Emerging Markets ETF
-1.47%
-$332,069.39 
QCOM QUALCOMM Incorporated
-1.47%
-$571,413.43 
DFAE Dimensional Emerging Core Equity Market ETF
-1.47%
-$11,915.85 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.46%
-$7,798.36 
BDX Becton, Dickinson and Company
-1.46%
-$159,084.1 
SCHA Schwab U.S. Small-Cap ETF
-1.45%
-$153,402.83 
TGT Target Corporation
-1.42%
-$283,807.64 
PWR Quanta Services Inc.
-1.41%
-$132,119.89 
BKNG Booking Holdings Inc.
-1.4%
-$526,428.69 
JQUA JPMorgan U.S. Quality Factor ETF
-1.38%
-$5,213.25 
APH Amphenol Corporation
-1.37%
-$403,880.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.37%
-$12,805.95 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.36%
-$181,465.2 
ESGV Vanguard ESG U.S. Stock ETF
-1.35%
-$18,149.26 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.35%
-$5,822 
UNH UnitedHealth Group Incorporated
-1.34%
-$310,456.17 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.34%
-$18,845.47 
IXP iShares Global Comm Services ETF
-1.33%
-$9,495.6 
ACLC American Century Large Cap Equity Fund
-1.33%
-$5,858.88 
VB Vanguard Small-Cap ETF
-1.32%
-$124,653.1 
ADX Adams Diversified Equity Fund, Inc.
-1.3%
-$15,071.53 
DSI iShares MSCI KLD 400 Social ETF
-1.29%
-$10,793.41 
IBM International Business Machines Corporation
-1.29%
-$175,100.73 
IYT iShares U.S. Transportation ETF
-1.28%
-$4,930.74 
AKRE Akre Focus ETF
-1.27%
-$2,865.25 
GAB Gabelli Equity Trust Inc.
-1.25%
-$3,432.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$257,517.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.23%
-$3,868.83 
CEG Constellation Energy Corporation
-1.22%
-$39,557.28 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$770,908.69 
SCHM Schwab U.S. Mid-Cap ETF
-1.2%
-$7,930.23 
NUSC Nuveen ESG Small-Cap ETF
-1.19%
-$9,769.5 
EME EMCOR Group, Inc.
-1.19%
-$4,758.92 
CBT Cabot Corporation
-1.18%
-$6,913.52 
MGC Vanguard Mega Cap ETF
-1.15%
-$6,540 
GS The Goldman Sachs Group, Inc.
-1.13%
-$34,796.26 
OEF iShares S&P 100 ETF
-1.12%
-$5,096.02 
ODFL Old Dominion Freight Line, Inc.
-1.12%
-$106,259.6 
SUSA iShares MSCI USA ESG Select ETF
-1.1%
-$12,869.6 
MSCI MSCI Inc.
-1.1%
-$13,807.53 
SAMT Strategas Macro Thematic Opportunities ETF
-1.1%
-$2,957.5 
SCHB Schwab U.S. Broad Market ETF
-1.1%
-$3,583.78 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.09%
-$30,780.36 
FIS Fidelity National Information Services, Inc.
-1.08%
-$48,816.3 
VONE Vanguard Russell 1000 ETF
-1.08%
-$10,512.96 
IWV ISHARES RUSSELL 3000 ETF
-1.06%
-$20,290.72 
IWR iShares Russell Mid-Cap ETF
-1.05%
-$104,710.95 
SHW The Sherwin-Williams Company
-1.05%
-$91,843.8 
SPXE ProShares S&P 500 Ex-Energy ETF
-1.04%
-$3,377.82 
DFUS Dimensional U.S. Equity Market ETF
-1.04%
-$20,771.62 
DFAS Dimensional U.S. Small Cap ETF
-1.03%
-$1.08M 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.03%
-$4,675.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.03%
-$408,256.95 
SCHX Schwab U.S. Large-Cap ETF
-1.02%
-$33,789.69 
ESGU iShares ESG Aware MSCI USA ETF
-1.02%
-$25,851.6 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.01%
-$69,178.86 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.01%
-$4,796.35 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$963,199.87 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.01%
-$16,784.97 
EMR Emerson Electric Co.
-1%
-$334,542.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.99%
-$65,897.22 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$5,136.42 
VOO Vanguard S&P 500 ETF
-0.99%
-$948,955.23 
IWB iShares Russell 1000 ETF
-0.99%
-$55,148.76 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.98%
-$3,409.29 
IVV iShares Core S&P 500 ETF
-0.95%
-$742,586.74 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.95%
-$48,882.96 
IJR iShares Core S&P Small-Cap ETF
-0.95%
-$254,020.86 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$394,112.84 
ECL Ecolab Inc.
-0.93%
-$350,042.57 
MDT Medtronic plc
-0.93%
-$229,545.24 
BBLU EA Bridgeway Blue Chip ETF
-0.93%
-$2,340.53 
DFAU Dimensional US Core Equity Market ETF
-0.93%
-$3,776.36 
QUAL iShares MSCI USA Quality Factor ETF
-0.91%
-$7,642.6 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$323,207.45 
WSM Williams-Sonoma, Inc.
-0.9%
-$2,072.51 
SPHQ Invesco S&P 500 Quality ETF
-0.87%
-$3,204.94 
VT Vanguard Total World Stock ETF
-0.85%
-$17,030.25 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.85%
-$62,144 
ARCC Ares Capital Corporation
-0.85%
-$5,507.6 
IYC iShares U.S. Consumer Discretionary ETF
-0.84%
-$2,221.1 
NVDA NVIDIA Corporation
-0.83%
-$3.11M 
BAH Booz Allen Hamilton Holding Corporation
-0.83%
-$78,328.86 
IWN iShares Russell 2000 Value ETF
-0.83%
-$27,559.7 
MMM 3M Company
-0.81%
-$28,826.08 
PFF iShares Preferred and Income Securities ETF
-0.81%
-$12,597.17 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.8%
-$43,849.73 
CMP Compass Minerals International Inc.
-0.8%
-$1,280.34 
VSGX Vanguard ESG International Stock ETF
-0.79%
-$4,441.5 
CGDV Capital Group Dividend Value ETF
-0.79%
-$2,347.8 
URI United Rentals, Inc.
-0.79%
-$92,427.63 
VMI Valmont Industries, Inc.
-0.78%
-$29,308.92 
FDX FedEx Corporation
-0.77%
-$5,505.38 
JCI Johnson Controls International plc
-0.77%
-$15,465.18 
KTOS Kratos Defense & Security Solutions, Inc.
-0.76%
-$1,314.4 
YUM Yum! Brands, Inc.
-0.75%
-$9,014.01 
DHR Danaher Corporation
-0.73%
-$216,183.9 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.72%
-$1,790.73 
KKR KKR & Co. Inc.
-0.72%
-$87,674.58 
PRU Prudential Financial, Inc.
-0.71%
-$102,468.48 
SYY Sysco Corporation
-0.71%
-$6,186.96 
UHAL-B U-Haul Holding Company
-0.7%
-$54,710.28 
VO Vanguard Mid-Cap ETF
-0.7%
-$2.05M 
VHT Vanguard Health Care ETF
-0.65%
-$1,829.64 
IWS iShares Russell Mid-Cap Value ETF
-0.65%
-$43,748.64 
EFX Equifax Inc.
-0.6%
-$2,405.3 
FCX Freeport-McMoRan Inc.
-0.6%
-$9,167.72 
UPS United Parcel Service, Inc.
-0.6%
-$62,066.75 
GILD Gilead Sciences Inc.
-0.6%
-$8,409.24 
USMV iShares MSCI USA Min Vol Factor ETF
-0.58%
-$20,186.26 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.58%
-$6,305.95 
IJS iShares S&P Small-Cap 600 Value ETF
-0.57%
-$17,145.43 
MS Morgan Stanley
-0.57%
-$185,063.54 
EWJ iShares MSCI Japan ETF
-0.57%
-$3,671.46 
VFC V.F. Corporation
-0.56%
-$3,330.61 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.55%
-$4,577.93 
SLV iShares Silver Trust
-0.55%
-$19,519.19 
CFFN Capitol Federal Financial, Inc.
-0.55%
-$969.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.54%
-$14,199.95 
AOD Abrdn Total Dynamic Dividend Fund
-0.54%
-$1,897.28 
FTV Fortive Corporation
-0.54%
-$64,004.46 
PLD Prologis Inc.
-0.54%
-$93,685.64 
DD DuPont de Nemours, Inc.
-0.53%
-$3,460.15 
PAYX Paychex Inc.
-0.53%
-$19,307.34 
HRB H&R Block Inc.
-0.52%
-$40,914.75 
VRP Invesco Variable Rate Preferred ETF
-0.51%
-$8,268 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$9,245.88 
HAS Hasbro Inc.
-0.5%
-$40,112.38 
TTEK Tetra Tech, Inc.
-0.49%
-$2,580.43 
UNP Union Pacific Corporation
-0.49%
-$402,148.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$5,260.28 
BAC Bank of America Corporation
-0.48%
-$12,045.25 
CSX CSX Corporation
-0.48%
-$80,393.74 
EFG iShares MSCI EAFE Growth ETF
-0.48%
-$9,084.42 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.46%
-$4,514.38 
CWI SPDR MSCI ACWI ex-US ETF
-0.45%
-$23,314.86 
UMBF UMB Financial Corporation
-0.44%
-$41,313.58 
CACI Caci International Inc.
-0.44%
-$1,741.49 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.42%
-$5,580.93 
CLX The Clorox Company
-0.42%
-$1,231.56 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.41%
-$24,749.9 
AGI Alamos Gold Inc.
-0.41%
-$1,118 
IYH iShares U.S. Healthcare ETF
-0.4%
-$1,462.5 
GWW W.W. Grainger, Inc.
-0.39%
-$2,270.23 
JNK SPDR Bloomberg High Yield Bond ETF
-0.38%
-$1,300.6 
IAU iShares Gold Trust
-0.36%
-$43,569.66 
GEHC GE HealthCare Technologies Inc.
-0.35%
-$2,271.25 
ABT Abbott Laboratories
-0.35%
-$17,649.74 
IP International Paper Company
-0.35%
-$10,071.55 
AMP Ameriprise Financial, Inc.
-0.35%
-$223,961.35 
GLD SPDR Gold Shares
-0.35%
-$30,571.62 
AVY Avery Dennison Corporation
-0.34%
-$36,481.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.34%
-$1,372.54 
AEM Agnico Eagle Mines Limited
-0.32%
-$2,268.55 
EZM WisdomTree U.S. MidCap Fund
-0.32%
-$1,031.09 
CVS CVS Health Corporation
-0.31%
-$22,611.01 
MA Mastercard Incorporated
-0.31%
-$18,380.7 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.3%
-$6,357.55 
SOLS Sollensys Corp
-0.29%
-$408.62 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$16,283.79 
IWD iShares Russell 1000 Value ETF
-0.28%
-$113,668.3 
PPG PPG Industries Inc.
-0.28%
-$777.6 
VONV Vanguard Russell 1000 Value Index Fund
-0.28%
-$847.85 
CTVA Corteva Inc.
-0.27%
-$1,116.78 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.27%
-$11,403.32 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.27%
-$661.2 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.27%
-$2,432.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$1,461.72 
COR Cencora, Inc.
-0.26%
-$896.23 
GIS General Mills, Inc.
-0.26%
-$4,117.82 
BSX Boston Scientific Corporation
-0.25%
-$1,095.93 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.25%
-$2,023.6 
PAVE Global X U.S. Infrastructure Development ETF
-0.25%
-$1,798.16 
JEPI JPMorgan Equity Premium Income Fund
-0.24%
-$62,233.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.24%
-$1,325.71 
WELL Welltower Inc.
-0.24%
-$2,419.76 
EZU iShares MSCI Eurozone ETF
-0.23%
-$601.25 
BA Boeing Company
-0.23%
-$5,254.6 
BNDX Vanguard Total International Bond ETF
-0.22%
-$437.85 
CEF Sprott Physical Gold and Silver Trust
-0.22%
-$907.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$266,312.7 
SRLN SPDR Blackstone Senior Loan ETF
-0.21%
-$619.31 
DFAT Dimensional US Targeted Value ETF
-0.21%
-$4,982.04 
VIS Vanguard Industrials ETF
-0.2%
-$497.26 
NSC Norfolk Southern Corporation
-0.19%
-$4,783.84 
CHD Church & Dwight Co., Inc.
-0.19%
-$32,313.2 
DLR Digital Realty Trust, Inc.
-0.19%
-$42,923.76 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.18%
-$782.61 
PHM PulteGroup Inc.
-0.18%
-$635.09 
AXP American Express Company
-0.18%
-$4,386.48 
CTAS Cintas Corporation
-0.17%
-$31,151.71 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.15%
-$995.03 
MBB iShares MBS ETF
-0.13%
-$3,118.68 
TEL TE Connectivity plc
-0.13%
-$41,993.58 
IVE ISHARES S&P 500 VALUE ETF
-0.12%
-$4,672.48 
MUB iShares National Muni Bond ETF
-0.12%
-$6,332.25 
RSG Republic Services, Inc.
-0.12%
-$555.64 
PYPL PayPal Holdings Inc
-0.11%
-$4,229.61 
FBND Fidelity Total Bond ETF
-0.11%
-$226.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$2,314.98 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$4,037.8 
DFUV Dimensional US Marketwide Value ETF
-0.11%
-$1,401.36 
VNQ Vanguard Real Estate ETF
-0.1%
-$8,457.37 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$39,253.35 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.1%
-$3,851.09 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.1%
-$1,945.44 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$946.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$3,324.86 
PSK SPDR ICE Preferred Securities ETF
-0.09%
-$2,759.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$33,679.08 
EFA iShares MSCI EAFE ETF
-0.09%
-$20,456.28 
XME SPDR S&P Metals & Mining ETF
-0.08%
-$184 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,483.79 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$167.05 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.07%
-$158.37 
SBUX Starbucks Corporation
-0.07%
-$14,683.69 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.07%
-$4,396.92 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$298.38 
CP Canadian Pacific Kansas City Limited
-0.06%
-$10,043.44 
ITM VanEck Intermediate Muni ETF
-0.06%
-$879.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$405.54 
NKE Nike, Inc. - Class B
-0.05%
-$295.14 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$272.7 
IEFA iShares Core MSCI EAFE ETF
-0.05%
-$40,100.9 
ADI Analog Devices, Inc.
-0.04%
-$798.88 
TSCO Tractor Supply Company
-0.04%
-$168.71 
ACN Accenture plc Class A
-0.04%
-$7,991.8 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.04%
-$872.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$387.89 
JHG Janus Henderson Group plc
-0.04%
-$102.98 
DFNM Dimensional National Municipal Bond ETF
-0.03%
-$101.53 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.03%
-$110.61 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$109.14 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$6,967.55 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$156.6 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$1,113.99 
MCD McDonald's Corporation
-0.02%
-$9,500.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$70.77 
UNM Unum Group
-0.01%
-$14.37 
DTD WisdomTree U.S. Total Dividend Fund
-0.01%
-$20.02 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$61.77 Events
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Dividends
Dividend Analysis
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| Trades 2746 | Longs Won 1813/2746 66% | Profit Factor 7.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.66M |
| Average Win $1.01M | Best Trade (Oct 16) $196.87M | Sharpe Ratio -10.51 |
| Average Loss -$275,815.08 | Worst Trade (Oct 15) -$15.17M | Z-Score 13.25 (100%) |
| Commissions $0 | Avg. Trade Length 9m 5d | Expectancy $575,220.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1.43M | $294.28M | $491.83M | - | $197.55M | 67.13% | +0.389% |
| ABBV AbbVie Inc. | 489,495 | $91.34M | $139.69M | - | $48.35M | 52.93% | +0.695% |
| ABT Abbott Laboratories | 47,702 | $6.49M | $4.98M | - | -$1.51M | -23.28% | -0.353% |
| ACLC American Century Large Cap Equity Fund | 5,100 | $375,372.62 | $435,387 | - | $60,014.38 | 15.99% | -1.328% |
| ACN Accenture plc Class A | 79,918 | $18.23M | $17.97M | - | -$261,604.31 | -1.44% | -0.044% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,665 | $945,311.19 | $1.09M | - | $142,978.46 | 15.13% | -0.576% |
| ADBE Adobe Inc. | 60,044 | $22.45M | $14.71M | - | -$7.74M | -34.47% | -2.652% |
| ADI Analog Devices, Inc. | 4,438 | $1.09M | $1.79M | - | $701,654.62 | 64.36% | -0.045% |
| ADM Archer-Daniels-Midland Co | 4,128 | $224,790.97 | $343,532.16 | - | $118,741.19 | 52.82% | +0.35% |
| ADP Automatic Data Processing Inc. | 11,125 | $3.42M | $3.18M | - | -$239,881.81 | -7.01% | +0.133% |
| ADX Adams Diversified Equity Fund, Inc. | 44,936 | $980,233.73 | $1.14M | - | $163,594.18 | 16.69% | -1.301% |
| AEE Ameren Corporation | 16,610 | $1.63M | $1.76M | - | $127,836.67 | 7.86% | +1.831% |
| AEM Agnico Eagle Mines Limited | 3,845 | $457,575.08 | $718,899.65 | - | $261,324.57 | 57.11% | -0.315% |
| AEP American Electric Power Company, Inc. | 93,418 | $9.78M | $11.83M | - | $2.05M | 20.92% | +1.851% |
| AFL Aflac Inc. | 147,591 | $16.19M | $17.56M | - | $1.36M | 8.43% | +0.767% |
| AGG iShares Core U.S. Aggregate Bond ETF | 39,116 | $3.88M | $3.73M | - | -$152,542.57 | -3.93% | -0.089% |
| AGI Alamos Gold Inc. | 8,600 | $228,416 | $273,910 | - | $45,494 | 19.92% | -0.407% |
| AGX Argan Inc. | 611 | $487,914 | $215,041.45 | - | -$272,872.55 | -55.93% | -4.143% |
| AJG Arthur J. Gallagher & Co. | 3,214 | $1.01M | $809,510.18 | - | -$199,897.96 | -19.8% | +0.708% |
| AKRE Akre Focus ETF | 3,925 | $207,436.69 | $223,411 | - | $15,974.31 | 7.7% | -1.266% |
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FAQ
Which stocks have generated the highest profits for Jon Lewis?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $16.69M, Caterpillar Inc - $14.08M, Vanguard Mid-Cap ETF - $9.66M, Corning Incorporated - $7.77M, and iShares Intermediate Government Bond ETF - $5.59M. 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: PayPal Holdings Inc - $11.73M, Intuit Inc - $7.18M, Chipotle Mexican Grill, Inc - $4.17M, Spotify Technology S.A - $3.41M, and McCormick & Company, Incorporated - $2.55M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jon Lewis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $163.98M earned over time. The largest contributors to dividend income include iShares Intermediate Government Bond ETF - $5.59M, AbbVie Inc - $4.94M, Vanguard Mid-Cap ETF - $4.45M, JPMorgan Chase & Co - $4.23M, and Exxon Mobil Corporation - $3.49M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jon Lewis's monthly returns?
Jon Lewis's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jon Lewis's strategy be considered aggressive or moderate?
Jon Lewis's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Jon Lewis's strategy?
Jon Lewis's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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