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:
22.19%
Gain -0.89%
Monthly
1.43%
Yearly
18.64%
Drawdown
7.92%
$9.03B
Equity
Holdings
$9.03B
Investment
$7.5B
$1.59B
Profit -$77.87M
Realized
$53.61M
Unrealized
$1.54B
Dividends
$139.08M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$77.87M
Win %
70%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$97.45M
Win %
70%
This Month
Compared to last month
Gain
-0.86%
Profit
-$77.87M
Win %
70%
This Year
Compared to last year
Gain
2.16%
Profit
$195.28M
Win %
68%
AGI Alamos Gold Inc.
+8.87%
+$21,930 
NEM Newmont Corporation
+7.23%
+$482,138.65 
IFF International Flavors & Fragrances Inc.
+6.89%
+$104,046.23 
KTOS Kratos Defense & Security Solutions, Inc.
+6.75%
+$14,840 
WING Wingstop Inc.
+6.58%
+$134,719.56 
LLY Eli Lilly and Company
+4.86%
+$3.7M 
MAR Marriott International Inc. - Class A
+4.67%
+$29,030.2 
GLD SPDR Gold Shares
+3.97%
+$337,767.8 
COKE Coca-Cola Consolidated Inc.
+3.81%
+$7,859.09 
AZN AstraZeneca PLC American Depositary Shares
+3.78%
+$18,304.44 
DIS The Walt Disney Company
+3.65%
+$462,246.02 
ANET Arista Networks, Inc.
+3.57%
+$32,871.25 
NVDA NVIDIA Corporation
+3.44%
+$12.57M 
YUM Yum! Brands, Inc.
+3.18%
+$37,491.98 
TRP TC Energy Corporation
+3.15%
+$498,835.18 
FCX Freeport-McMoRan Inc.
+3.1%
+$45,620.52 
CMI Cummins Inc.
+3.06%
+$272,934 
VRT Vertiv Holdings Co
+2.64%
+$14,469.8 
ZBH Zimmer Biomet Holdings, Inc.
+2.45%
+$10,405.8 
TT Trane Technologies plc
+2.4%
+$23,598.54 
EMR Emerson Electric Co.
+2.31%
+$753,238.14 
MCK McKesson Corporation
+2.25%
+$27,934.04 
SHW The Sherwin-Williams Company
+2.24%
+$211,005.46 
NKE Nike, Inc. - Class B
+2.21%
+$13,576.44 
MCD McDonald's Corporation
+2.09%
+$1.33M 
RTX RTX Corporation
+2.01%
+$1.99M 
CMG Chipotle Mexican Grill, Inc.
+2.01%
+$19,276.64 
STX Seagate Technology Holdings plc
+2.01%
+$23,523.55 
DELL Dell Technologies Inc.
+1.95%
+$9,977.29 
CI The Cigna Group
+1.82%
+$9,950 
XLE Energy Select Sector SPDR Fund
+1.76%
+$51,392.88 
ORLY O'Reilly Automotive Inc.
+1.75%
+$26,395.95 
SYY Sysco Corporation
+1.72%
+$15,017.92 
CCJ Cameco Corporation
+1.59%
+$4,740.45 
HPE Hewlett Packard Enterprise Company
+1.58%
+$4,298.57 
SCHW Charles Schwab Corporation
+1.57%
+$433,679.85 
TJX The TJX Companies, Inc.
+1.5%
+$77,169.57 
NRG NRG Energy, Inc.
+1.38%
+$5,032.34 
AVY Avery Dennison Corporation
+1.32%
+$138,630.84 
BMO Bank of Montreal
+1.28%
+$10,642.22 
VRTX Vertex Pharmaceuticals Incorporated
+1.28%
+$3,800.53 
UNH UnitedHealth Group Incorporated
+1.28%
+$295,672.57 
CPB The Campbell's Company
+1.27%
+$7,341.06 
BNY BlackRock New York Municipal Income Trust
+1.22%
+$8,590.08 
VONG Vanguard Russell 1000 Growth Fund
+1.17%
+$10,429.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.07%
+$5,983.61 
HD The Home Depot, Inc.
+1.06%
+$692,688.68 
ET Energy Transfer L.P.
+1.06%
+$13,695.07 
CRM Salesforce Inc
+1.04%
+$388,641.07 
URI United Rentals, Inc.
+1.04%
+$133,594.91 
GE General Electric Company
+1.02%
+$126,781.44 
AMAT Applied Materials, Inc.
+0.99%
+$519,987.66 
IBIT iShares Bitcoin Trust
+0.96%
+$11,774.7 
PGR Progressive Corporation
+0.95%
+$81,722.58 
P Everpure Inc.
+0.95%
+$3,007.2 
CVS CVS Health Corporation
+0.91%
+$74,070.55 
IBB iShares Biotechnology ETF
+0.91%
+$7,651.83 
DGX Quest Diagnostics Inc.
+0.91%
+$201,179.52 
DOV Dover Corporation
+0.91%
+$3,501.72 
WFC Wells Fargo & Company
+0.88%
+$15,313.74 
TSCO Tractor Supply Company
+0.88%
+$3,261.63 
AJG Arthur J. Gallagher & Co.
+0.87%
+$6,942.25 
SBUX Starbucks Corporation
+0.87%
+$190,887.97 
LOW Lowe's Companies Inc.
+0.85%
+$48,555.25 
SPOT Spotify Technology S.A.
+0.85%
+$4,876.05 
MDLZ Mondelez International, Inc.
+0.84%
+$14,767.42 
CL Colgate-Palmolive Company
+0.81%
+$23,723.25 
MPWR Monolithic Power Systems, Inc.
+0.78%
+$49,612.25 
GSK GSK plc Sponsored ADR
+0.77%
+$47,209.61 
GS The Goldman Sachs Group, Inc.
+0.7%
+$25,544.87 
MMM 3M Company
+0.69%
+$27,105.12 
PH Parker-Hannifin Corporation
+0.68%
+$3,023.87 
VMC Vulcan Materials Company
+0.59%
+$1,559.76 
MS Morgan Stanley
+0.57%
+$218,872.37 
C Citigroup Inc.
+0.56%
+$2,321.55 
BAC Bank of America Corporation
+0.56%
+$16,863.35 
MO Altria Group, Inc.
+0.54%
+$12,466.04 
TIP iShares TIPS Bond ETF
+0.54%
+$1,833.37 
DLR Digital Realty Trust, Inc.
+0.54%
+$135,273.58 
WS Worthington Steel, Inc.
+0.53%
+$14,528.2 
AAPL Apple Inc.
+0.52%
+$2.32M 
LH Labcorp Holdings Inc.
+0.52%
+$84,184.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.49%
+$5,480.8 
TFC Truist Financial Corporation
+0.47%
+$72,264 
PANW Palo Alto Networks, Inc.
+0.47%
+$151,745.28 
WMB The Williams Companies, Inc.
+0.45%
+$296,110.42 
RWR SPDR Dow Jones REIT ETF
+0.44%
+$1,068.97 
UL Unilever PLC Sponsored American Depositary Receipt
+0.44%
+$4,902.2 
PNC The PNC Financial Services Group, Inc.
+0.43%
+$295,899.11 
PAVE Global X U.S. Infrastructure Development ETF
+0.43%
+$3,458 
CBT Cabot Corporation
+0.4%
+$2,563.44 
DE Deere & Company
+0.39%
+$97,320.8 
AXON Axon Enterprise, Inc.
+0.38%
+$1,193.08 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.38%
+$7,849.62 
VSGX Vanguard ESG International Stock ETF
+0.33%
+$1,903.49 
AFL Aflac Inc.
+0.33%
+$60,512.31 
SYK Stryker Corporation
+0.32%
+$40,675.32 
SF Stifel Financial Corp.
+0.31%
+$982.53 
HSY The Hershey Company
+0.3%
+$3,620.21 
KTB Kontoor Brands Inc.
+0.29%
+$1,632.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.28%
+$1,615.32 
EME EMCOR Group, Inc.
+0.28%
+$1,247.14 
CASY Casey's General Stores Inc.
+0.26%
+$59,279.54 
MRK Merck & Co., Inc.
+0.26%
+$243,696.09 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$93,165.04 
VIS Vanguard Industrials ETF
+0.22%
+$596.69 
TLT iShares 20+ Year Treasury Bond ETF
+0.22%
+$1,622.16 
VUSB Vanguard Ultra-Short Bond ETF
+0.21%
+$1,055.67 
INTC Intel Corporation
+0.2%
+$40,324 
LUV Southwest Airlines Co.
+0.18%
+$1,360.44 
ACN Accenture plc Class A
+0.18%
+$23,976.2 
CSX CSX Corporation
+0.18%
+$30,789.43 
LNT Alliant Energy Corporation
+0.17%
+$473.88 
EFV iShares MSCI EAFE Value ETF
+0.16%
+$1,095.25 
IEFA iShares Core MSCI EAFE ETF
+0.16%
+$128,322.88 
CB Chubb Limited
+0.15%
+$105,636.22 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.15%
+$323.16 
IYH iShares U.S. Healthcare ETF
+0.15%
+$487.5 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$35,561.92 
NSC Norfolk Southern Corporation
+0.14%
+$3,626.52 
CAG Conagra Brands Inc.
+0.13%
+$544.4 
SNA Snap-on Inc.
+0.12%
+$11,179.71 
EFA iShares MSCI EAFE ETF
+0.11%
+$27,275.04 
VT Vanguard Total World Stock ETF
+0.08%
+$1,703.03 
VOO Vanguard S&P 500 ETF
+0.08%
+$75,702.94 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$779.68 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$988.32 
MSCI MSCI Inc.
+0.07%
+$873.27 
HDV iShares Core High Dividend ETF
+0.07%
+$471.4 
BRK-A Berkshire Hathaway Inc.
+0.07%
+$3,610.25 
IEF iShares 7-10 Year Treasury Bond ETF
+0.06%
+$1,271.82 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$148.76 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$1,132.25 
CRCL Circle Internet Group, Inc.
+0.05%
+$1,364.73 
BNDX Vanguard Total International Bond ETF
+0.04%
+$83.4 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$25,338.94 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.04%
+$374.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$313.2 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$412.34 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$232.64 
BTI British American Tobacco p.l.c. ADR
+0.02%
+$61.78 
TIIV AAM Todd International Intrinsic Value ETF
0%
+$242.56 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
BA Boeing Company
0%
$0 
BAX Baxter International Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CLX The Clorox Company
0%
$0 
CME CME Group Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CMP Compass Minerals International Inc.
0%
$0 
COCO The Vita Coco Company, Inc.
0%
$0 
COR Cencora, Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRL Charles River Laboratories International, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EFX Equifax Inc.
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXC Exelon Corporation
0%
$0 
FAST Fastenal Co.
0%
$0 
FDX FedEx Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FOXA Fox Corporation
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTV Fortive Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRMN Garmin Ltd.
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HAS Hasbro Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
INTU Intuit Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JKHY Jack Henry & Associates, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LW Lamb Weston Holdings, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
PAYX Paychex Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PHG Koninklijke Philips N.V.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLD Prologis Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PTEN Patterson-UTI Energy Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPGI S&P Global Inc.
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
SUN Sunoco L.P.
0%
$0 
TDS Telephone and Data Systems, Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTEK Tetra Tech, Inc.
0%
$0 
UCTT Ultra Clean Holdings, Inc.
0%
$0 
UNM Unum Group
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VMI Valmont Industries, Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZS Zscaler Inc.
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IDU iShares U.S. Utilities ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
JMOM JPMorgan U.S. Momentum Factor ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPUS JPMorgan Diversified Return U.S. Equity ETF
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RPG Invesco S&P 500 Pure Growth ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPXE ProShares S&P 500 Ex-Energy ETF
0%
-$0.39 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
ADX Adams Diversified Equity Fund, Inc.
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
UHAL-B U-Haul Holding Company
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-41.76%
-$378,840.06 
SPCX Space Exploration Technologies Corp. Class A
-13.61%
-$75,899.94 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-11.96%
-$43,240.01 
AMPX Amprius Technologies Inc.
-11.19%
-$21,175 
NWL Newell Brands Inc.
-8.65%
-$12,067.04 
RKT Rocket Companies, Inc. Class A
-8.57%
-$49,245.79 
AGX Argan Inc.
-7.65%
-$28,869.75 
UBER Uber Technologies, Inc.
-6.88%
-$29,987.66 
XME SPDR S&P Metals & Mining ETF
-6.68%
-$16,583 
XNTK SPDR NYSE Technology ETF
-6.68%
-$53,108.02 
ATI ATI Inc.
-6.35%
-$13,637.82 
CIBR First Trust NASDAQ Cybersecurity ETF
-6.24%
-$53,034.8 
GPC Genuine Parts Company
-6.17%
-$156,966.02 
IYW iShares U.S. Technology ETF
-6.12%
-$294,659.11 
SMH VanEck Semiconductor ETF
-6.11%
-$13,051.78 
HONA Honeywell Aerospace Inc.
-5.93%
-$1.37M 
LECO Lincoln Electric Holdings, Inc.
-5.88%
-$493,051.99 
VGT Vanguard Information Technology ETF
-5.83%
-$163,394 
NFGC New Found Gold Corp.
-5.56%
-$1,600 
BAH Booz Allen Hamilton Holding Corporation
-5.26%
-$492,898.68 
IYZ iShares U.S. Telecommunications ETF
-5.1%
-$25,792.91 
CACI Caci International Inc.
-5.04%
-$17,053.8 
WOR Worthington Enterprises Inc.
-4.92%
-$211,388.22 
CCI Crown Castle Inc.
-4.92%
-$22,870.34 
IWF iShares Russell 1000 Growth ETF
-4.81%
-$2.94M 
MPC Marathon Petroleum Corporation
-4.75%
-$15,915.05 
WAT Waters Corporation
-4.74%
-$11,862.63 
ARCC Ares Capital Corporation
-4.53%
-$30,616.89 
VOOG Vanguard S&P 500 Growth ETF
-4.41%
-$14,197.5 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$18,300.81 
IUSG iShares Core S&P U.S. Growth ETF
-4.37%
-$228,606.3 
VUG Vanguard Growth ETF
-4.37%
-$962,777.9 
FPX First Trust US Equity Opportunities ETF
-4.3%
-$10,981.59 
Q Qnity Electronics Inc.
-4.26%
-$8,598.78 
SCHA Schwab U.S. Small-Cap ETF
-4.25%
-$486,319.28 
IWP iShares Russell Mid-Cap Growth ETF
-4.23%
-$973,639.08 
VOX Vanguard Communication Services ETF
-4.21%
-$12,000.98 
AMT American Tower Corporation
-4.1%
-$863,501.86 
GOOGL Alphabet Inc
-4.03%
-$10.07M 
CGGR Capital Group Growth ETF
-4%
-$8,607.61 
VXF Vanguard Extended Market ETF
-3.95%
-$38,763.36 
SCHM Schwab U.S. Mid-Cap ETF
-3.9%
-$26,943.69 
SON Sonoco Products Co.
-3.85%
-$488,880.94 
NUSC Nuveen ESG Small-Cap ETF
-3.8%
-$33,567 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$525,080.85 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.78%
-$511,559.04 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-3.64%
-$16,646 
IJT iShares S&P Small-Cap 600 Growth ETF
-3.56%
-$55,705.71 
DFAE Dimensional Emerging Core Equity Market ETF
-3.55%
-$29,628.6 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$243,592.11 
IJK iShares S&P Mid-Cap 400 Growth ETF
-3.45%
-$134,904 
BMY Bristol-Myers Squibb Company
-3.43%
-$267,104.88 
IXP iShares Global Comm Services ETF
-3.42%
-$24,420.02 
XLC Communication Services Select Sector SPDR Fund
-3.39%
-$21,584.01 
ACLC American Century Large Cap Equity Fund
-3.35%
-$14,897.1 
GT The Goodyear Tire & Rubber Company
-3.34%
-$7,345.44 
CWB SPDR Bloomberg Convertible Securities ETF
-3.32%
-$23,852.5 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$963,525.45 
ODFL Old Dominion Freight Line, Inc.
-3.27%
-$361,585.3 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.26%
-$54,264.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-3.24%
-$92,425.61 
IWV ISHARES RUSSELL 3000 ETF
-3.23%
-$62,052.86 
ESGV Vanguard ESG U.S. Stock ETF
-3.23%
-$43,282.76 
ESGU iShares ESG Aware MSCI USA ETF
-3.22%
-$81,913.8 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$106,819.02 
SUSA iShares MSCI USA ESG Select ETF
-3.22%
-$37,671.09 
SCHB Schwab U.S. Broad Market ETF
-3.19%
-$10,475.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
-3.18%
-$211,579.79 
QCOM QUALCOMM Incorporated
-3.16%
-$1.12M 
JQUA JPMorgan U.S. Quality Factor ETF
-3.1%
-$11,469.15 
IJS iShares S&P Small-Cap 600 Value ETF
-3.07%
-$99,190.11 
SLYV SPDR S&P 600 Small Cap Value ETF
-3.07%
-$181,210.33 
XLB Materials Select Sector SPDR Fund
-3.02%
-$82,214.62 
DFAU Dimensional US Core Equity Market ETF
-3.02%
-$12,282.69 
CGDV Capital Group Dividend Value ETF
-3.02%
-$9,270.81 
BP BP p.l.c. Sponsored ADR
-2.93%
-$35,578.36 
CHD Church & Dwight Co., Inc.
-2.9%
-$495,463.6 
EEM iShares MSCI Emerging Markets ETF
-2.89%
-$94,002.76 
IWR iShares Russell Mid-Cap ETF
-2.87%
-$295,011.72 
ADM Archer-Daniels-Midland Co
-2.87%
-$9,453.12 
SPHQ Invesco S&P 500 Quality ETF
-2.81%
-$10,610.95 
BBLU EA Bridgeway Blue Chip ETF
-2.75%
-$6,752.06 
BSX Boston Scientific Corporation
-2.75%
-$13,450.05 
ITW Illinois Tool Works Inc.
-2.75%
-$92,762.04 
SLV iShares Silver Trust
-2.75%
-$101,612.36 
PRU Prudential Financial, Inc.
-2.74%
-$417,281.28 
ESGE iShares ESG Aware MSCI EM ETF
-2.7%
-$16,359.2 
DFAT Dimensional US Targeted Value ETF
-2.6%
-$67,257.54 
PLTR Palantir Technologies Inc.
-2.6%
-$577,005.84 
IWN iShares Russell 2000 Value ETF
-2.52%
-$90,757.31 
COP ConocoPhillips
-2.46%
-$1.22M 
IWS iShares Russell Mid-Cap Value ETF
-2.41%
-$167,298.36 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.41%
-$32,405.4 
SCHV Schwab U.S. Large-Cap Value ETF
-2.38%
-$931,787.88 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$44,688.47 
VO Vanguard Mid-Cap ETF
-2.34%
-$7.02M 
IJJ iShares S&P Mid-Cap 400 Value ETF
-2.34%
-$104,851.26 
AROW Arrow Financial Corporation
-2.33%
-$16,011.3 
WY Weyerhaeuser Company
-2.32%
-$18,744 
SHEL Shell plc
-2.31%
-$34,663.2 
DES WisdomTree U.S. SmallCap Dividend Fund
-2.29%
-$52,518.85 
BUSE First Busey Corporation
-2.28%
-$17,704.8 
MKC McCormick & Company, Incorporated
-2.23%
-$39,045.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$2.84M 
TTWO Take-Two Interactive Software, Inc.
-2.21%
-$4,327.65 
DOW Dow Inc.
-2.18%
-$35,717.88 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$458,592.85 
TMUS T-Mobile US, Inc.
-2.12%
-$6,453.77 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-2.1%
-$23,610.65 
GAB Gabelli Equity Trust Inc.
-2.09%
-$6,337.2 
TXN Texas Instruments Inc
-2.08%
-$62,752.38 
GLW Corning Incorporated
-2.06%
-$499,861.39 
MGA Magna International Inc.
-2.06%
-$272,466.91 
VLO Valero Energy Corporation
-2.05%
-$28,897.72 
LMT Lockheed Martin Corporation
-2.04%
-$515,076 
GBTC Grayscale Bitcoin Trust ETF
-2.01%
-$14,207 
DON WisdomTree U.S. MidCap Dividend Fund
-1.99%
-$84,053.97 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$681,615.68 
DFUV Dimensional US Marketwide Value ETF
-1.96%
-$25,925.16 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$72,375.75 
SOXX iShares Semiconductor ETF
-1.94%
-$37,491.33 
KR Kroger Co.
-1.92%
-$43,595.25 
CP Canadian Pacific Kansas City Limited
-1.92%
-$317,737.92 
HRB H&R Block Inc.
-1.91%
-$144,019.92 
LRCX Lam Research Corporation
-1.9%
-$651,254.56 
SIXA ETC 6 Meridian Mega Cap Equity ETF
-1.89%
-$112,867.12 
CEF Sprott Physical Gold and Silver Trust
-1.89%
-$7,765.47 
VONV Vanguard Russell 1000 Value Index Fund
-1.87%
-$5,770.85 
IWD iShares Russell 1000 Value ETF
-1.87%
-$748,963.54 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$99,576.58 
ARM Arm Holdings plc American Depositary Receipt
-1.85%
-$226,621.35 
AKRE Akre Focus ETF
-1.84%
-$4,239 
CWT California Water Service Group
-1.83%
-$47,841.84 
MRVL Marvell Technology, Inc.
-1.79%
-$6,107.42 
DTD WisdomTree U.S. Total Dividend Fund
-1.78%
-$6,925.18 
TSLA Tesla, Inc.
-1.77%
-$1.07M 
SLB Schlumberger Limited
-1.77%
-$300,389.4 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.76%
-$31,749 
UMBF UMB Financial Corporation
-1.75%
-$122,410.6 
VTV Vanguard Value ETF
-1.75%
-$294,882 
NVT nVent Electric plc
-1.74%
-$5,306.27 
DDOG Datadog, Inc. Class A Common Stock
-1.73%
-$200,991.99 
IYC iShares U.S. Consumer Discretionary ETF
-1.67%
-$4,575.2 
HAL Halliburton Company
-1.67%
-$3,532.68 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$10,997.69 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.66%
-$112,121.24 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-1.64%
-$4,042.44 
XLF Financial Select Sector SPDR Fund
-1.62%
-$92,605.98 
PSX Phillips 66
-1.62%
-$66,385.84 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$9,220.08 
LKQ LKQ Corporation
-1.59%
-$138,680.49 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.58%
-$61,617.36 
IQLT iShares MSCI International Quality Factor ETF
-1.55%
-$7,659.05 
KEYS Keysight Technologies, Inc.
-1.53%
-$4,807.61 
XOM Exxon Mobil Corporation
-1.51%
-$1.65M 
DISV Dimensional International Small Cap Equity Fund
-1.47%
-$29,172.15 
AEP American Electric Power Company, Inc.
-1.47%
-$175,626.77 
PWR Quanta Services Inc.
-1.44%
-$146,296.15 
BKH Black Hills Corporation
-1.43%
-$49,935.43 
DGRO iShares Core Dividend Growth ETF
-1.42%
-$7,722.39 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$88,392.5 
T AT&T Inc.
-1.37%
-$25,954 
LIN Linde plc
-1.29%
-$13,390.16 
UPS United Parcel Service, Inc.
-1.29%
-$149,596.77 
CTAS Cintas Corporation
-1.29%
-$226,715.59 
CMCSA Comcast Corp
-1.24%
-$9,297.21 
IYT iShares U.S. Transportation ETF
-1.23%
-$5,145.12 
DVY iShares Select Dividend ETF
-1.22%
-$34,030.82 
CW Curtiss-Wright Corporation
-1.16%
-$273,716.5 
WEC WEC Energy Group Inc.
-1.15%
-$5,725.44 
CFFN Capitol Federal Financial, Inc.
-1.09%
-$2,153.9 
MSFT Microsoft Corp.
-1.09%
-$4.32M 
SAMT Strategas Macro Thematic Opportunities ETF
-1.06%
-$3,022.5 
XLU Utilities Select Sector SPDR Fund
-1.05%
-$13,089.28 
CDNS Cadence Design Systems, Inc.
-1.04%
-$5,818.44 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.02%
-$5,591.27 
ADP Automatic Data Processing Inc.
-0.99%
-$29,815 
PEG Public Service Enterprise Group Incorporated
-0.98%
-$3,024 
PYPL PayPal Holdings Inc
-0.98%
-$37,415.82 
EW Edwards Lifesciences Corporation
-0.98%
-$2,144.62 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$71,741.04 
EVRG Evergy Inc.
-0.93%
-$49,762.44 
SRCE 1st Source Corporation
-0.91%
-$8,846.97 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$168,603.29 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.89%
-$3,145.26 
DUK Duke Energy Corporation
-0.87%
-$145,428.48 
CBC Central Bancompany, Inc.
-0.87%
-$1,956.34 
PG Procter & Gamble Co
-0.86%
-$612,783.29 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.86%
-$8,942.46 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.83%
-$2,088 
ULTA Ulta Beauty Inc.
-0.81%
-$2,195.59 
EZM WisdomTree U.S. MidCap Fund
-0.81%
-$2,824.29 
OKE ONEOK, Inc.
-0.79%
-$4,476.49 
F Ford Motor Company
-0.77%
-$2,876.83 
SNPS Synopsys, Inc.
-0.75%
-$63,544.91 
EFSC Enterprise Financial Services Corp.
-0.74%
-$16,694.5 
DFAS Dimensional U.S. Small Cap ETF
-0.74%
-$823,852.28 
VB Vanguard Small-Cap ETF
-0.72%
-$72,357.67 
GIS General Mills, Inc.
-0.72%
-$12,595.7 
ORCL Oracle Corporation
-0.7%
-$29,107.44 
IAU iShares Gold Trust
-0.68%
-$79,495.52 
IGV iShares Expanded Tech-Software Sector ETF
-0.68%
-$6,870.33 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$26,026.99 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$19,453.44 
CAT Caterpillar Inc.
-0.62%
-$776,641.52 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$235,060.32 
IDXX IDEXX Laboratories, Inc.
-0.56%
-$59,309.06 
AOD Abrdn Total Dynamic Dividend Fund
-0.56%
-$2,069.76 
CIEN Ciena Corporation
-0.56%
-$1,129.3 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$400,206.44 
TGT Target Corporation
-0.47%
-$87,814.92 
VRP Invesco Variable Rate Preferred ETF
-0.45%
-$7,579 
APP AppLovin Corporation Class A Common Stock
-0.45%
-$1,092.51 
CBSH Commerce Bancshares, Inc.
-0.45%
-$38,476.62 
AEE Ameren Corporation
-0.45%
-$8,138.9 
WM Waste Management, Inc.
-0.42%
-$92,177.34 
IWO iShares Russell 2000 Growth ETF
-0.42%
-$17,549.57 
CARR Carrier Global Corporation
-0.4%
-$1,560 
MMIT NYLI MacKay Muni Intermediate ETF
-0.37%
-$125,415.9 
XLP Consumer Staples Select Sector SPDR Fund
-0.37%
-$10,255.58 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.36%
-$1,785.86 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$80,851.96 
OIA Invesco Municipal Income Opportunities Trust
-0.33%
-$860.18 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.32%
-$6,687.72 
O Realty Income Corporation
-0.32%
-$1,203.6 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.32%
-$678.75 
DFIV Dimensional International Value ETF
-0.31%
-$3,934.08 
IWY iShares Russell Top 200 Growth ETF
-0.31%
-$8,825.28 
RSG Republic Services, Inc.
-0.31%
-$1,317.11 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$3,058.86 
IWB iShares Russell 1000 ETF
-0.29%
-$16,021.61 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$32,221.67 
DSI iShares MSCI KLD 400 Social ETF
-0.27%
-$2,232.14 
BALL Ball Corp.
-0.27%
-$977.5 
PSK SPDR ICE Preferred Securities ETF
-0.27%
-$8,830.4 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.26%
-$958.62 
WSM Williams-Sonoma, Inc.
-0.25%
-$575.19 
IDV iShares International Select Dividend ETF
-0.25%
-$6,236.23 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$70,749.68 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$1,094.06 
IWM iShares Russell 2000 ETF
-0.23%
-$20,543.21 
XLRE The Real Estate Select Sector SPDR Fund
-0.22%
-$698.3 
ORI Old Republic International Corp.
-0.22%
-$748.5 
IXN iShares Global Tech ETF
-0.21%
-$490.8 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$8,056 
DFNM Dimensional National Municipal Bond ETF
-0.21%
-$676.9 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$190,417.31 
NUE Nucor Corporation
-0.2%
-$9,359.98 
CSCO Cisco Systems, Inc.
-0.2%
-$247,338 
ITM VanEck Intermediate Muni ETF
-0.2%
-$3,166.56 
IVV iShares Core S&P 500 ETF
-0.18%
-$143,478.47 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,096.08 
HRL Hormel Foods Corporation
-0.18%
-$6,652.94 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$873.12 
MGC Vanguard Mega Cap ETF
-0.17%
-$979.98 
VONE Vanguard Russell 1000 ETF
-0.17%
-$1,691.57 
UTL Unitil Corporation
-0.17%
-$2,163.96 
SO The Southern Company
-0.16%
-$33,494.4 
ICF iShares Cohen & Steers Realty Majors ETF
-0.16%
-$423.61 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.15%
-$676.72 
IP International Paper Company
-0.14%
-$5,035.86 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$727.2 
COF Capital One Financial Corporation
-0.13%
-$11,396.56 
SRLN SPDR Blackstone Senior Loan ETF
-0.12%
-$364.3 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$267.28 
EZU iShares MSCI Eurozone ETF
-0.11%
-$310.31 
MUB iShares National Muni Bond ETF
-0.11%
-$6,078.96 
DNP DNP Select Income Fund Inc.
-0.09%
-$216.19 
GVI iShares Intermediate Government Bond ETF
-0.09%
-$128,276.32 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$369.53 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$3,324.86 
SGI Somnigroup International Inc.
-0.09%
-$381.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$472.14 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.08%
-$384.72 
VFC V.F. Corporation
-0.07%
-$350.59 
YORW The York Water Company
-0.07%
-$151.02 
VHT Vanguard Health Care ETF
-0.06%
-$153.17 
GEV GE Vernova Inc.
-0.06%
-$4,559.1 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.05%
-$141.42 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.05%
-$134.56 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.05%
-$135.54 
NOC Northrop Grumman Corporation
-0.04%
-$17,584.81 
JHG Janus Henderson Group plc
-0.04%
-$102.98 
SCHH Schwab U.S. REIT ETF
-0.02%
-$526.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$82.38 
CWI SPDR MSCI ACWI ex-US ETF
-0.01%
-$647.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$319.1 
VDC VANGUARD CONSUMER STAPLES ETF
-0.01%
-$21.18 
MBB iShares MBS ETF
-0.01%
-$129.94 
EFG iShares MSCI EAFE Growth ETF
0%
-$79 
ISRG Intuitive Surgical, Inc.
0%
-$200.89 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2746 | Longs Won 1870/2746 68% | Profit Factor 7.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.37M |
| Average Win $981,693.4 | Best Trade (Sep 02) $170.93M | Sharpe Ratio -10.46 |
| Average Loss -$278,240.24 | Worst Trade (Aug 19) -$25.41M | Z-Score 17.2 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $579,886.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1.43M | $294.28M | $445.52M | - | $151.24M | 51.39% | +0.524% |
| ABBV AbbVie Inc. | 489,495 | $91.34M | $119.34M | - | $28M | 30.65% | 0.0 |
| ABT Abbott Laboratories | 47,702 | $6.49M | $5.03M | - | -$1.46M | -22.43% | 0.0 |
| ACLC American Century Large Cap Equity Fund | 5,100 | $375,372.62 | $429,981 | - | $54,608.38 | 14.55% | -3.349% |
| ACN Accenture plc Class A | 79,918 | $18.23M | $13.64M | - | -$4.58M | -25.15% | +0.176% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,665 | $945,311.19 | $1.1M | - | $158,230.06 | 16.74% | -2.095% |
| ADBE Adobe Inc. | 60,044 | $22.45M | $15.46M | - | -$6.99M | -31.12% | 0.0 |
| ADI Analog Devices, Inc. | 4,438 | $1.09M | $1.69M | - | $597,450.42 | 54.8% | 0.0 |
| ADM Archer-Daniels-Midland Co | 4,128 | $224,790.97 | $320,250.24 | - | $95,459.27 | 42.47% | -2.867% |
| ADP Automatic Data Processing Inc. | 11,125 | $3.42M | $2.98M | - | -$441,133.06 | -12.89% | -0.99% |
| ADX Adams Diversified Equity Fund, Inc. | 44,936 | $980,233.73 | $1.17M | - | $190,349.03 | 19.42% | 0.0 |
| AEE Ameren Corporation | 16,610 | $1.63M | $1.81M | - | $182,483.57 | 11.21% | -0.448% |
| AEM Agnico Eagle Mines Limited | 3,845 | $457,575.08 | $579,095.45 | - | $121,520.37 | 26.56% | 0.0 |
| AEP American Electric Power Company, Inc. | 93,418 | $9.78M | $11.81M | - | $2.04M | 20.81% | -1.465% |
| AFL Aflac Inc. | 147,591 | $16.19M | $18.53M | - | $2.34M | 14.45% | +0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 39,116 | $3.88M | $3.82M | - | -$64,531.57 | -1.66% | -0.087% |
| AGI Alamos Gold Inc. | 8,600 | $228,416 | $269,266 | - | $40,850 | 17.88% | +8.866% |
| AGX Argan Inc. | 611 | $487,914 | $348,532.72 | - | -$139,381.28 | -28.57% | -7.65% |
| AJG Arthur J. Gallagher & Co. | 3,214 | $1.01M | $804,207.08 | - | -$205,201.06 | -20.33% | +0.871% |
| AKRE Akre Focus ETF | 3,925 | $207,436.69 | $225,648.25 | - | $18,211.56 | 8.78% | -1.844% |
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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 - $16.55M, Caterpillar Inc - $14.08M, Vanguard Mid-Cap ETF - $8.61M, Corning Incorporated - $7.73M, and iShares Intermediate Government Bond ETF - $5.14M. 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 - $11.74M, Intuit Inc - $7.19M, Chipotle Mexican Grill, Inc - $4.17M, Spotify Technology S.A - $3.41M, and McCormick & Company, Incorporated - $2.56M. 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 $139.08M earned over time. The largest contributors to dividend income include iShares Intermediate Government Bond ETF - $5.14M, AbbVie Inc - $4.09M, Vanguard Mid-Cap ETF - $3.41M, JPMorgan Chase & Co - $3.39M, and Exxon Mobil Corporation - $2.76M. 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.
