Matthew Stead Portfolio
Invests via Sachetta, LLC | Managed by Sachetta, LLC
Invests via Sachetta, LLC
Managed by Sachetta, LLC
Automatically Tracked
Matthew Stead Profile
Experienced growth-stage operator and investor focused on technology and fintech sectors, with a track record of scaling commercial teams and driving go-to-market execution for venture-backed companies. Matthew Stead is known for combining operating leadership with active portfolio involvement, advising CEOs on sales strategy, commercial hiring and capital allocation. He typically engages as a board observer or non-executive director and participates in late-seed to Series B equity rounds where commercial traction is the key value driver.
Experienced growth-stage operator and investor focused on technology and fintech sectors, with a track record of scaling commercial teams and driving go-to-market execution for venture-backed companies. Matthew Stead is known for combining operating leadership with active portfolio involvement, advising CEOs on sales strategy, commercial hiring and capital allocation. He typically engages as a board observer or non-executive director and participates in late-seed to Series B equity rounds where commercial traction is the key value driver.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where commercial traction validates scalable unit economics. Prefers late-seed to Series B equity with strong GTM momentum, allocating capital to businesses with repeatable sales motion and measurable LTV/CAC deltas. Investment style blends active operational partnership—board observer or non-exec role—with KPI-driven underwriting, short-to-medium horizon value creation through commercial hires, pricing optimization and disciplined follow-on reserve allocation.
Focuses on growth-stage technology and fintech opportunities where commercial traction validates scalable unit economics. Prefers late-seed to Series B equity with strong GTM momentum, allocating capital to businesses with repeatable sales motion and measurable LTV/CAC deltas. Investment style blends active operational partnership—board observer or non-exec role—with KPI-driven underwriting, short-to-medium horizon value creation through commercial hires, pricing optimization and disciplined follow-on reserve allocation.
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:
14.83%
Gain
Monthly
0.45%
Yearly
5.6%
Drawdown
19.15%
$202.84M
Equity
Holdings
$202.84M
Investment
$152M
$82.15M
Profit -$499,386.67
Realized
$31.3M
Unrealized
$50.85M
Dividends
$10.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$499,386.67
Win %
72%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.3M
Win %
72%
This Month
Compared to last month
Gain
-0.17%
Profit
-$347,299.66
Win %
72%
This Year
Compared to last year
Gain
9.95%
Profit
$18.36M
Win %
72%
AL Air Lease Corporation
+33.04%
+$1,000.13 
LCID Lucid Group, Inc.
+28.79%
+$38.57 
HOLX Hologic Inc.
+16.01%
+$834.67 
BLKB Blackbaud Inc.
+5.52%
+$84.15 
ANF Abercrombie & Fitch Co.
+4.65%
+$289.44 
BKNG Booking Holdings Inc.
+4.55%
+$1,987.5 
CTAS Cintas Corporation
+4.36%
+$1,608 
NXT Nextracker Inc.
+4.27%
+$62.58 
AAPL Apple Inc.
+4.01%
+$134,059.84 
KKR KKR & Co. Inc.
+3.85%
+$561 
UAA Under Armour Inc.
+3.63%
+$27.6 
LUV Southwest Airlines Co.
+3.55%
+$530.66 
PAG Penske Automotive Group Inc.
+3.54%
+$27.4 
COIN Coinbase Global, Inc.
+3.54%
+$393.99 
LEA Lear Corporation
+3.3%
+$282.24 
ETSY Etsy Inc.
+3.23%
+$75.04 
RCL Royal Caribbean Group
+3.21%
+$399.52 
GOOGL Alphabet Inc
+3.17%
+$33,282.94 
SF Stifel Financial Corp.
+3.16%
+$72.3 
BMY Bristol-Myers Squibb Company
+3.11%
+$1,938.15 
BBWI Bath & Body Works, Inc.
+3.09%
+$68.2 
META Meta Platforms Inc Class A
+3.07%
+$15,547.11 
CSGP CoStar Group, Inc.
+2.93%
+$42.12 
LBRDA Liberty Broadband Corporation
+2.9%
+$9.57 
RMD ResMed Inc.
+2.88%
+$205.72 
TTWO Take-Two Interactive Software, Inc.
+2.85%
+$277.16 
FG F&G Annuities & Life Inc.
+2.81%
+$2.55 
MSFT Microsoft Corp.
+2.78%
+$51,424.25 
MTB M&T Bank Corporation
+2.76%
+$260.52 
BIIB Biogen Inc.
+2.76%
+$370.3 
NEU NewMarket Corporation
+2.74%
+$120.78 
UHS Universal Health Services, Inc.
+2.63%
+$178.13 
WFC Wells Fargo & Company
+2.62%
+$1,395.98 
CHTR Charter Communications Inc
+2.6%
+$109.89 
ARE Alexandria Real Estate Equities, Inc.
+2.53%
+$331.2 
MMM 3M Company
+2.52%
+$2,504.3 
ISRG Intuitive Surgical, Inc.
+2.5%
+$1,344.74 
CBT Cabot Corporation
+2.39%
+$182.7 
PFE Pfizer Inc.
+2.35%
+$1,010.61 
MRK Merck & Co., Inc.
+2.34%
+$5,696.79 
SQ Block, Inc.
+2.27%
+$669.76 
TTD The Trade Desk, Inc. Class A
+2.27%
+$22.79 
ROST Ross Stores, Inc.
+2.21%
+$444.08 
ATI ATI Inc.
+2.19%
+$141.1 
AYI Acuity Brands Inc.
+2.15%
+$190.08 
YETI FNCL Series 2007 Other Floating Rate Instrument
+2.09%
+$41.58 
GIS General Mills, Inc.
+2.08%
+$208.24 
MCO Moody's Corporation
+1.97%
+$486.5 
PEGA Pegasystems Inc.
+1.96%
+$90 
LEN Lennar Corporation
+1.89%
+$252.8 
GE General Electric Company
+1.87%
+$5,818.97 
HOOD Robinhood Markets, Inc.
+1.84%
+$376.2 
RF Regions Financial Corporation
+1.81%
+$270.48 
CRSP Crispr Therapeutics AG
+1.8%
+$95.55 
BXP Boston Properties, Inc.
+1.8%
+$236.68 
BYD Boyd Gaming Corporation
+1.8%
+$359.6 
EL The Estée Lauder Companies Inc. Class A
+1.79%
+$124.7 
GBCI Glacier Bancorp Inc.
+1.78%
+$43.24 
F Ford Motor Company
+1.72%
+$246 
VIRT Virtu Financial, Inc.
+1.71%
+$58.14 
CSL Carlisle Companies Inc.
+1.7%
+$120.75 
EPAM Epam Systems Inc.
+1.69%
+$24.31 
MSCI MSCI Inc.
+1.69%
+$134.42 
CROX Crocs, Inc.
+1.68%
+$66 
KBH KB Home
+1.68%
+$736.56 
AMP Ameriprise Financial, Inc.
+1.67%
+$95.48 
SWKS Skyworks Solutions Inc.
+1.64%
+$141.36 
ICE Intercontinental Exchange, Inc.
+1.62%
+$1,159.6 
BAX Baxter International Inc.
+1.61%
+$12.25 
BAC Bank of America Corporation
+1.6%
+$7,361.33 
ALGN Align Technology, Inc.
+1.57%
+$81.2 
FITB Fifth Third Bancorp
+1.56%
+$654.15 
LDOS Leidos Holdings Inc.
+1.55%
+$29.7 
HBAN Huntington Bancshares Incorporated
+1.51%
+$106.65 
ADSK Autodesk, Inc.
+1.49%
+$113.22 
BEN Franklin Resources Inc.
+1.48%
+$45.57 
KHC The Kraft Heinz Company
+1.48%
+$116.18 
FSLR First Solar, Inc.
+1.47%
+$90.72 
WDAY Workday Inc.
+1.44%
+$8.04 
SAN Banco Santander S.A. Sponsored ADR
+1.39%
+$382.66 
CHDN Churchill Downs Incorporated
+1.39%
+$40.6 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.39%
+$28.89 
TDG TransDigm Group Inc.
+1.39%
+$235.76 
TTC The Toro Company
+1.37%
+$8.89 
AVGO Broadcom Inc.
+1.33%
+$6,907.13 
RTX RTX Corporation
+1.29%
+$2,032.5 
SPGI S&P Global Inc.
+1.28%
+$420.75 
DASH DoorDash, Inc.
+1.26%
+$196.71 
ABNB Airbnb, Inc.
+1.26%
+$136.16 
C Citigroup Inc.
+1.22%
+$426.06 
WYNN Wynn Resorts, Limited
+1.2%
+$6.9 
TTMI TTM Technologies, Inc.
+1.16%
+$19.8 
NUE Nucor Corporation
+1.16%
+$124.66 
VST Vistra Corp
+1.14%
+$140.4 
WSM Williams-Sonoma, Inc.
+1.14%
+$127.5 
HD The Home Depot, Inc.
+1.1%
+$3,474.31 
WWD Woodward Inc.
+1.03%
+$20.5 
KEY KeyCorp
+0.99%
+$424.12 
AXTA Axalta Coating Systems Ltd.
+0.96%
+$53.94 
BSX Boston Scientific Corporation
+0.96%
+$101.68 
LOW Lowe's Companies Inc.
+0.95%
+$322.74 
EXLS ExlService Holdings Inc.
+0.95%
+$20.28 
STLD Steel Dynamics Inc.
+0.95%
+$108.29 
OLN Olin Corporation
+0.92%
+$20.6 
EMN Eastman Chemical Company
+0.92%
+$139.5 
SPOT Spotify Technology S.A.
+0.9%
+$8.64 
DE Deere & Company
+0.87%
+$325.12 
VZ Verizon Communications Inc.
+0.85%
+$2,191.68 
APP AppLovin Corporation Class A Common Stock
+0.83%
+$273.75 
UBER Uber Technologies, Inc.
+0.82%
+$254.88 
PAYC Paycom Software, Inc.
+0.74%
+$33.92 
IRM Iron Mountain Inc.
+0.7%
+$90.3 
CACI Caci International Inc.
+0.7%
+$6.56 
PHM PulteGroup Inc.
+0.67%
+$49.8 
MKTX MarketAxess Holdings Inc.
+0.66%
+$2.28 
AGCO AGCO Corporation
+0.66%
+$0.75 
GNRC Generac Holdings Inc.
+0.65%
+$35.04 
CME CME Group Inc.
+0.64%
+$1,215.18 
BOKF BOK Financial Corporation
+0.64%
+$17.6 
EFG iShares MSCI EAFE Growth ETF
+0.63%
+$26.18 
ZTS Zoetis Inc.
+0.62%
+$388.7 
TKO Tko Group Holdings Inc.
+0.62%
+$12.54 
WBS Webster Financial Corporation
+0.6%
+$67.16 
ROP Roper Technologies Inc.
+0.54%
+$63.24 
CCI Crown Castle Inc.
+0.53%
+$23.52 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.52%
+$19.47 
SYF Synchrony Financial
+0.49%
+$19.44 
NEM Newmont Corporation
+0.48%
+$142.6 
WY Weyerhaeuser Company
+0.46%
+$19.25 
CBAT CBAK Energy Technology Inc.
+0.46%
+$0.02 
MOS Mosaic Company
+0.44%
+$26.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$17,456.04 
IVV iShares Core S&P 500 ETF
+0.43%
+$10,238.37 
CBSH Commerce Bancshares, Inc.
+0.43%
+$12.5 
IWM iShares Russell 2000 ETF
+0.43%
+$4,020.63 
TJX The TJX Companies, Inc.
+0.42%
+$508.41 
ADP Automatic Data Processing Inc.
+0.42%
+$1,545 
PCG PG&E Corporation
+0.4%
+$57.4 
WST West Pharmaceutical Services, Inc.
+0.38%
+$10.8 
DOC Healthpeak Properties, Inc.
+0.37%
+$48.96 
MGM MGM Resorts International
+0.36%
+$27.37 
TECH Bio-Techne Corporation
+0.35%
+$20.25 
CTSH Cognizant Technology Solutions Corporation
+0.35%
+$17.55 
NVDA NVIDIA Corporation
+0.33%
+$5,761.7 
SPG Simon Property Group, Inc.
+0.33%
+$35.04 
DPZ Domino's Pizza Inc.
+0.33%
+$3.06 
PANW Palo Alto Networks, Inc.
+0.32%
+$328.83 
EA Electronic Arts Inc.
+0.3%
+$39.06 
CVNA Carvana Co.
+0.3%
+$43.05 
DT Dynatrace, Inc.
+0.29%
+$32.63 
HSIC Henry Schein, Inc.
+0.29%
+$13.5 
MTN Vail Resorts, Inc.
+0.26%
+$3.51 
TMUS T-Mobile US, Inc.
+0.26%
+$77.91 
HUM Humana Inc.
+0.25%
+$48.48 
MAS Masco Corporation
+0.24%
+$12.16 
LKQ LKQ Corporation
+0.24%
+$14.04 
STZ Constellation Brands, Inc.
+0.23%
+$16.8 
TMO Thermo Fisher Scientific Inc.
+0.23%
+$161.04 
OMC Omnicom Group Inc.
+0.22%
+$17.64 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$17.28 
DRI Darden Restaurants, Inc.
+0.16%
+$7.36 
WTFC Wintrust Financial Corporation
+0.16%
+$9.62 
GRMN Garmin Ltd.
+0.15%
+$12.95 
RVTY Revvity Inc.
+0.13%
+$1.12 
EMR Emerson Electric Co.
+0.12%
+$65.76 
BF-B Brown-Forman Corporation
+0.11%
+$2 
RITM Rithm Capital Corp.
+0.11%
+$6.57 
RGA Reinsurance Group of America, Inc.
+0.08%
+$7.79 
KDP Keurig Dr Pepper Inc.
+0.07%
+$6.88 
GLD SPDR Gold Shares
+0.05%
+$176.81 
AIT Applied Industrial Technologies Inc.
+0.05%
+$2.08 
DD DuPont de Nemours, Inc.
+0.04%
+$2.16 
CRS Carpenter Technology Corporation
+0.04%
+$3.45 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$143.76 
ADM Archer-Daniels-Midland Co
+0.02%
+$12.8 
SLB Schlumberger Limited
+0.02%
+$1.94 
UNP Union Pacific Corporation
+0.02%
+$31.39 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.01%
+$1.25 
QQQ Invesco QQQ Trust, Series 1
0%
+$911.74 
AAL American Airlines Group Inc.
0%
$0 
AAON Aaon Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACHC Acadia Healthcare Company, Inc.
0%
$0 
ACHR Archer Aviation Inc.
0%
$0 
ACM Aecom
0%
$0 
ACN Accenture plc Class A
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADC Agree Realty Corporation
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADT ADT Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AES AES Corporation
0%
$0 
AFG American Financial Group Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AGO Assured Guaranty Ltd.
0%
$0 
AIG American International Group Inc.
0%
$0 
AIZ Assurant Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
ALC Alcon Inc.
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
ALV Autoliv, Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMH American Homes 4 Rent
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMTM Amentum Holdings, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.04 
AN AutoNation Inc.
0%
$0 
ANGI Angi Inc. Class A Common Stock
0%
$0 
APA APA Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
ARES Ares Management Corporation
0%
$0 
ARW Arrow Electronics Inc.
0%
$0 
ASB Associated Banc-Corp
0%
$0 
ASIX AdvanSix Inc.
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AVNS Avanos Medical Inc.
0%
$0 
AVNT Avient Corporation
0%
$0 
AVT Avnet Inc.
0%
$0 
AVTR Avantor Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
-$0.03 
AVY Avery Dennison Corporation
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
AZO AutoZone Inc.
0%
$0 
BA Boeing Company
0%
$0 
BAH Booz Allen Hamilton Holding Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BANF BancFirst Corporation
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BC Brunswick Corporation
0%
$0 
BDC Belden Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BE Bloom Energy Corporation
0%
+$0.01 
BGRN iShares USD Green Bond ETF
0%
$0 
BILL Bill Holdings Inc.
0%
$0 
BKH Black Hills Corporation
0%
$0 
BLD TopBuild Corp
0%
$0 
BLDR Builders FirstSource, Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BLZE Backblaze Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRX Brixmor Property Group Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BSY Bentley Systems, Incorporated Class B
0%
$0 
BURL Burlington Stores Inc.
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CALY BlackRock Short-Term California Muni Bond ETF
0%
$0 
CAR Avis Budget Group, Inc.
0%
$0 
CARS Cars.com Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
CB Chubb Limited
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CC Chemours Co.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDP COPT Defense Properties
0%
$0 
CDW CDW Corporation
0%
$0 
CE Celanese Corporation
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CELH Celsius Holdings Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CFR Cullen/Frost Bankers Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHRD Chord Energy Corp
0%
$0 
CI The Cigna Group
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLB Core Laboratories Inc.
0%
$0 
CLH Clean Harbors Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
CMC Commercial Metals Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CNA CNA Financial Corporation
0%
$0 
CNC Centene Corporation
0%
$0 
CNM Core & Main Inc.
0%
$0 
CNNE Cannae Holdings Inc.
0%
$0 
CNO CNO Financial Group Inc.
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
CNX CNX Resources Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
COLB Columbia Banking System, Inc.
0%
$0 
COLD Americold Realty Trust
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
COR Cencora, Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPAY Corpay, Inc.
0%
$0 
CPRI Capri Holdings Ltd.
0%
$0 
CPRT Copart Inc.
0%
$0 
CR Crane NXT Co.
0%
$0 
CRL Charles River Laboratories International, Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CRUS Cirrus Logic, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CUK Carnival plc
0%
$0 
CUZ Cousins Properties Incorporated
0%
$0 
CVSA Adtalem Global Education Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
$0 
CWEN Clearway Energy Inc.
0%
$0 
CXT Crane NXT Co.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DAR Darling Ingredients Inc.
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
0%
$0 
DBX Dropbox Inc.
0%
$0 
DCI Donaldson Company, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DG Dollar General Corporation
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DKNG DraftKings Inc.
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DLB Dolby Laboratories Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DOCS Doximity Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DOX Amdocs Limited
0%
$0 
DTM Dt Midstream Inc.
0%
$0 
DVA DaVita Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXC Dxc Technology Co.
0%
$0 
DXCM DexCom, Inc.
0%
$0 
DY Dycom Industries Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
EBC Eastern Bankshares, Inc.
0%
$0 
ECBK Ecb Bancorp Inc.
0%
$0 
ECG Everus Construction Group, Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EEFT Euronet Worldwide, Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFX Equifax Inc.
0%
$0 
EG Everest Group, Ltd.
0%
$0 
EIX Edison International
0%
$0 
ELAN Elanco Animal Health Incorporated
0%
$0 
ELF Elf Beauty Inc.
0%
$0 
EMBC Embecta Corp.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENS EnerSys
0%
$0 
ENTG Entegris, Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
EPR EPR Properties
0%
$0 
EQIX Equinix, Inc.
0%
$0 
EQR Equity Residential
0%
$0 
ES Eversource Energy
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
-$0.01 
ESI Element Solutions Inc.
0%
$0 
ESS Essex Property Trust, Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EVR Evercore Inc.
0%
$0 
EVRG Evergy Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EWBC East West Bancorp Inc.
0%
$0 
EXEL Exelixis Inc.
0%
$0 
EXP Eagle Materials Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
EXPO Exponent Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FAST Fastenal Co.
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
FBIN Fortune Brands Innovations Inc.
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FCN Fti Consulting Inc.
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FFIV F5 Inc.
0%
$0 
FICO Fair Isaac Corporation
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
FIVE Five Below, Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FLR Fluor Corporation
0%
$0 
FLS Flowserve Corporation
0%
$0 
FMAT Fidelity MSCI Materials Index ETF
0%
$0 
FMC FMC Corporation
0%
$0 
FN Fabrinet
0%
$0 
FND Floor & Decor Holdings, Inc.
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FOUR Shift4 Payments, Inc.
0%
$0 
FOXA Fox Corporation
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
FRPT Freshpet Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTRE Fortrea Holdings Inc.
0%
$0 
FTSL First Trust Senior Loan ETF
0%
$0 
FWONA Liberty Media Corporation
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEF Greif Inc.
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GGG Graco Inc.
0%
$0 
GGN GAMCO Global Gold, Natural Resources & Income Trust
0%
$0 
GHC Graham Holdings Co.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
GLOB Globant S.A.
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GM General Motors Company
0%
$0 
GMED Globus Medical Inc.
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
GNTX Gentex Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
GPK Graphic Packaging Holding Company
0%
$0 
GPN Global Payments Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GTES Gates Industrial Corporation plc
0%
$0 
GTX Garrett Motion Inc.
0%
$0 
GWRE GUIDEWIRE SOFTWARE INC
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
H Hyatt Hotels Corporation
0%
$0 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HEI Heico Corporation
0%
$0 
HHH Howard Hughes Holdings Inc.
0%
$0 
HIFS Hingham Institution for Savings
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HIW Highwoods Properties, Inc.
0%
$0 
HL Hecla Mining Company
0%
$0 
HLI Houlihan Lokey Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HOG Harley-Davidson Inc.
0%
$0 
HOMB Home BancShares Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HQY HealthEquity Inc.
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
HRB H&R Block Inc.
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HUBS HubSpot, Inc.
0%
$0 
HUN Huntsman Corporation
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
HXL Hexcel Corporation
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBOC International Bancshares Corporation
0%
$0 
ICUI Icu Medical Inc.
0%
$0 
IDA Idacorp Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEX IDEX Corporation
0%
$0 
IFF International Flavors & Fragrances Inc.
0%
$0 
IGE iShares North American Natural Resources ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ILMN Illumina, Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
INDB Independent Bank Corp.
0%
$0 
INGR Ingredion Inc.
0%
$0 
INSM Insmed Inc.
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IONS Ionis Pharmaceuticals, Inc.
0%
$0 
IP International Paper Company
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
IRDM Iridium Communications Inc.
0%
$0 
ISPC Ispecimen Inc.
0%
$0 
IT Gartner Inc.
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWB iShares Russell 1000 ETF
0%
-$0.17 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYH iShares U.S. Healthcare ETF
0%
$0 
IYM iShares U.S. Basic Materials ETF
0%
+$0.01 
J Jacobs Solutions Inc.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JBL Jabil Inc.
0%
$0 
JBLU JetBlue Airways Corporation
0%
$0 
JBTM JBT Marel Corporation
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JEF Jefferies Financial Group Inc.
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
JKHY Jack Henry & Associates, Inc.
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KBR KBR Inc.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KLAC KLA Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KNX Knight-Swift Transportation Holdings Inc.
0%
$0 
KRC Kilroy Realty Corporation
0%
$0 
KRG Kite Realty Group Trust
0%
$0 
KROS Keros Therapeutics Inc.
0%
$0 
KSS Kohl's Corporation
0%
$0 
KTB Kontoor Brands Inc.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LAD Lithia Motors Inc.
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
LBTYA Liberty Global Plc
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
$0 
LEG Leggett & Platt, Inc.
0%
$0 
LFUS Littelfuse Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LPX Louisiana-Pacific Corporation
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LSTR Landstar System Inc.
0%
$0 
LULU lululemon athletica inc.
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYFT Lyft Inc.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
M Macy's Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAN ManpowerGroup Inc.
0%
$0 
MANH Manhattan Associates Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MASI Masimo Corporation
0%
$0 
MATX Matson Inc.
0%
$0 
MBB iShares MBS ETF
0%
$0 
MBC MasterBrand, Inc.
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDB MongoDB Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MHK Mohawk Industries, Inc.
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MKL Markel Group Inc.
0%
$0 
MLI Mueller Industries Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MOH Molina Healthcare Inc.
0%
$0 
MP MP Materials Corp.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MPT Medical Properties Trust, Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRCY Mercury Systems Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MRP Millrose Properties Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSA Msa Safety Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
MSGS Madison Square Garden Sports Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MSM MSC Industrial Direct Co., Inc.
0%
$0 
MTCH Match Group, Inc.
0%
$0 
MTD Mettler-Toledo International Inc.
0%
$0 
MTDR Matador Resources Company
0%
$0 
MTSI MACOM Technology Solutions Holdings, Inc.
0%
$0 
MTW Manitowoc Company Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUR Murphy Oil Corporation
0%
$0 
NANR SPDR S&P North American Natural Resources ETF
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NDSN Nordson Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEO NeoGenomics Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NGVT Ingevity Corporation
0%
$0 
NIO Nio Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOV Nov Inc.
0%
$0 
NOVT Novanta Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NVST Envista Holdings Corporation
0%
$0 
NVT nVent Electric plc
0%
$0 
NWE NorthWestern Energy Group, Inc.
0%
$0 
NWL Newell Brands Inc.
0%
$0 
NWSA News Corporation
0%
$0 
NYT New York Times Co.
0%
$0 
O Realty Income Corporation
0%
$0 
OC Owens Corning
0%
$0 
OGE Oge Energy Corp.
0%
$0 
OGN Organon & Co.
0%
$0 
OGS One Gas Inc.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
OPCH Option Care Health Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OVV Ovintiv Inc.
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
P Everpure Inc.
0%
$0 
PATH Uipath Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PB Prosperity Bancshares Inc.
0%
$0 
PBF PBF Energy Inc.
0%
$0 
PCOR Procore Technologies Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PENN PENN Entertainment, Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PFGC Performance Food Group Co.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHIN Phinia Inc.
0%
$0 
PII Polaris Inc.
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PJT PJT Partners Inc.
0%
$0 
PK Park Hotels & Resorts Inc.
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PLD Prologis Inc.
0%
$0 
PLNT Planet Fitness Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PMCB Pharmacyte Biotech Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PNR Pentair plc
0%
$0 
PODD Insulet Corporation
0%
$0 
POR Portland General Electric Company
0%
$0 
PPC Pilgrim's Pride Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
0%
$0 
PRGO Perrigo Company plc
0%
$0 
PRI Primerica Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSN Parsons Corporation
0%
$0 
PSX Phillips 66
0%
$0 
PTC PTC Inc.
0%
$0 
PTON Peloton Interactive, Inc.
0%
$0 
PVH PVH Corp.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
$0 
QRVO Qorvo Inc.
0%
$0 
QS QuantumScape Corp
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
R Ryder System Inc.
0%
$0 
RAL Ralliant Corporation
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
RBLX Roblox Corporation
0%
$0 
RBRK Rubrik, Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
REYN Reynolds Consumer Products Inc.
0%
$0 
REZI Resideo Technologies Inc.
0%
$0 
RGEN Repligen Corporation
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RHI Robert Half Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
$0 
RMBS Rambus Inc.
0%
$0 
RNG RingCentral Inc.
0%
$0 
RNR Renaissancere Holdings Ltd.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROKU Roku, Inc.
0%
$0 
ROL Rollins, Inc.
0%
$0 
RPRX Royalty Pharma plc
0%
$0 
RRC Range Resources Corporation
0%
$0 
RRX Regal Rexnord Corporation
0%
$0 
RS Reliance Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
S SentinelOne Inc.
0%
$0 
SAIC Science Applications International Corporation Common Stock
0%
$0 
SAM The Boston Beer Company Inc.
0%
$0 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
+$0.02 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCLX Scilex Holding Company
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
+$0.12 
SEG Seaport Entertainment Group, Inc.
0%
$0 
SEIC SEI Investments Company
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SHC Sotera Health Company
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SIRI Sirius XM Holdings Inc.
0%
$0 
SITM SiTime Corporation
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SLAB Silicon Laboratories Inc.
0%
$0 
SLM SLM Corporation
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SM SM Energy Company
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNX TD Synnex Corporation
0%
$0 
SO The Southern Company
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOLV Solventum Corporation
0%
$0 
SON Sonoco Products Co.
0%
$0 
SPCE Virgin Galactic Holdings Inc.
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPXC Spx Technologies Inc.
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SRE Sempra
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SRTS Sensus Healthcare Inc.
0%
$0 
SSD Simpson Manufacturing Co., Inc.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
ST Sensata Technologies Holding plc
0%
$0 
STE STERIS plc
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
STT State Street Corp
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
SYNA Synaptics Incorporated
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TAP Molson Coors Beverage Company
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TDC Teradata Corporation
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
TEL TE Connectivity plc
0%
$0 
TER Teradyne, Inc.
0%
$0 
TEX Terex Corporation
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TGT Target Corporation
0%
$0 
THC Tenet Healthcare Corporation
0%
$0 
THO Thor Industries Inc.
0%
$0 
TKR Timken Co.
0%
$0 
TMHC Taylor Morrison Home Corporation
0%
$0 
TNL Travel + Leisure Co.
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TOST Toast Inc.
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
TPR Tapestry Inc.
0%
$0 
TR Tootsie Roll Industries, Inc.
0%
$0 
TREX Trex Company, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TRMB Trimble Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRU TransUnion
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TT Trane Technologies plc
0%
$0 
TW Tradeweb Markets Inc.
0%
$0 
TWLO Twilio Inc.
0%
$0 
TXG 10x Genomics Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
TXT Textron Inc.
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
U Unity Software Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UDR UDR Inc.
0%
$0 
UE Urban Edge Properties
0%
$0 
UFPI UFP Industries, Inc.
0%
$0 
UGI UGI Corporation
0%
$0 
UI Ubiquiti Inc.
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
UMBF UMB Financial Corporation
0%
$0 
UNM Unum Group
0%
$0 
URBN Urban Outfitters Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
USFD US Foods Holding Corp
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
UTL Unitil Corporation
0%
$0 
VAL Valaris Limited
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VC Visteon Corporation
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VFC V.F. Corporation
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VIAV Viavi Solutions Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VICR Vicor Corporation
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VMI Valmont Industries, Inc.
0%
$0 
VNO Vornado Realty Trust
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VNT Vontier Corporation
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
+$0.01 
VOYA Voya Financial Inc.
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.01 
W Wayfair Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WAL Western Alliance Bancorporation
0%
$0 
WAT Waters Corporation
0%
$0 
WDC Western Digital Corporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WEN The Wendy's Company
0%
$0 
WFRD Weatherford International plc
0%
$0 
WH Wyndham Hotels & Resorts, Inc.
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WLK Westlake Corporation
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
WSO Watsco Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XPO XPO Inc.
0%
$0 
XRAY Dentsply Sirona Inc.
0%
$0 
YNDX Yandex NV
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
ZS Zscaler Inc.
0%
$0 
PGR Progressive Corporation
-9.43%
-$3,759.36 
NTAP NetApp, Inc.
-7.13%
-$1,618.5 
CIEN Ciena Corporation
-6.37%
-$1,480.44 
AAP Advance Auto Parts Inc.
-5.99%
-$53.12 
ANET Arista Networks, Inc.
-5.83%
-$2,843.55 
STX Seagate Technology Holdings plc
-5.69%
-$2,450.49 
KMPR Kemper Corporation
-5.13%
-$271.95 
AKAM Akamai Technologies Inc.
-4.84%
-$286.7 
ONTO Onto Innovation Inc.
-4.57%
-$364.75 
INTC Intel Corporation
-4.43%
-$6,630.3 
HPE Hewlett Packard Enterprise Company
-4.38%
-$2,013.76 
CINF Cincinnati Financial Corporation
-4.22%
-$349.6 
KR Kroger Co.
-3.71%
-$405.48 
SAIA Saia, Inc.
-3.62%
-$141.12 
ORLY O'Reilly Automotive Inc.
-3.52%
-$440.92 
THG Hanover Insurance Group, Inc.
-3.39%
-$384.78 
ALB Albemarle Corporation
-3.12%
-$68.17 
IAC People Incorporated
-3.1%
-$31.9 
FHN First Horizon Corporation
-3.03%
-$214.5 
ACGL Arch Capital Group Ltd
-2.94%
-$304.98 
SFM Sprouts Farmers Market, Inc.
-2.72%
-$67.65 
HIG The Hartford Insurance Group, Inc.
-2.64%
-$521.95 
ORI Old Republic International Corp.
-2.61%
-$146.88 
RDDT Reddit Inc Class A
-2.58%
-$20.96 
EXC Exelon Corporation
-2.52%
-$709.18 
LII Lennox International Inc.
-2.5%
-$126.9 
BRO Brown & Brown Inc.
-2.39%
-$32.8 
DDOG Datadog, Inc. Class A Common Stock
-2.32%
-$50.16 
LNT Alliant Energy Corporation
-2.31%
-$112.64 
TRV The Travelers Companies, Inc.
-2.27%
-$695.24 
KEX Kirby Corporation
-2.17%
-$40.95 
ENPH Enphase Energy, Inc.
-2.09%
-$15.98 
DGX Quest Diagnostics Inc.
-2.05%
-$423 
DOW Dow Inc.
-2.01%
-$146.4 
NI NiSource Inc.
-1.95%
-$160.16 
ATO Atmos Energy Corporation
-1.95%
-$138.8 
ZBRA Zebra Technologies Corporation
-1.9%
-$158.08 
GDXJ VanEck Junior Gold Miners ETF
-1.85%
-$1,603.42 
WING Wingstop Inc.
-1.83%
-$21.68 
FERG Ferguson Enterprises Inc
-1.77%
-$178.88 
PNW Pinnacle West Capital Corporation
-1.77%
-$216.16 
NXPI NXP Semiconductors N.V.
-1.71%
-$311.04 
L Loews Corporation
-1.7%
-$109.2 
SHOP Shopify Inc.
-1.7%
-$366.36 
MTG MGIC Investment Corporation
-1.61%
-$43.7 
DUK Duke Energy Corporation
-1.61%
-$1,260.63 
LIN Linde plc
-1.61%
-$872.56 
UNH UnitedHealth Group Incorporated
-1.57%
-$2,361.18 
AM Antero Midstream Corporation
-1.49%
-$14.62 
NNE Nano Nuclear Energy Inc.
-1.49%
-$135 
MCD McDonald's Corporation
-1.48%
-$3,511.2 
ODFL Old Dominion Freight Line, Inc.
-1.48%
-$108.16 
OXY Occidental Petroleum Corporation
-1.47%
-$103.2 
CARR Carrier Global Corporation
-1.46%
-$161.16 
MAA Mid-America Apartment Communities, Inc.
-1.43%
-$80.22 
DTE DTE Energy Company
-1.42%
-$82.68 
CDNS Cadence Design Systems, Inc.
-1.41%
-$238.5 
CMI Cummins Inc.
-1.39%
-$846.9 
FTNT Fortinet Inc.
-1.39%
-$361.92 
INVH Invitation Homes Inc.
-1.36%
-$90.61 
LH Labcorp Holdings Inc.
-1.34%
-$132.84 
PSA Public Storage Common Stock
-1.33%
-$212.5 
MKSI MKS Instruments Inc.
-1.29%
-$37.04 
ON ON Semiconductor Corporation
-1.27%
-$49.98 
FE FirstEnergy Corp.
-1.2%
-$651.95 
SUI Sun Communities Inc.
-1.16%
-$22.24 
CF CF Industries Holdings, Inc.
-1.15%
-$73.98 
XEL Xcel Energy Inc.
-1.15%
-$158.24 
EQT EQT Corporation
-1.12%
-$110.32 
SCI Service Corporation International
-1.08%
-$28.9 
CHRW C.H. Robinson Worldwide, Inc.
-1.06%
-$73.85 
AON Aon plc
-1.04%
-$100.98 
MRSH Marsh & McLennan Companies, Inc.
-1.03%
-$772.26 
ETR Entergy Corporation
-1.01%
-$91.26 
AR Antero Resources Corporation
-1%
-$28.56 
CPT Camden Property Trust
-0.98%
-$11.1 
CSX CSX Corporation
-0.98%
-$370.93 
VLTO Veralto Corporation
-0.98%
-$108.9 
AA Alcoa Corporation
-0.98%
-$12 
ZBH Zimmer Biomet Holdings, Inc.
-0.98%
-$32.93 
INTU Intuit Inc.
-0.97%
-$303.03 
OKE ONEOK, Inc.
-0.95%
-$164.43 
LYB LyondellBasell Industries N.V.
-0.94%
-$29.7 
BIO Bio-Rad Laboratories Inc.
-0.87%
-$13.05 
MCK McKesson Corporation
-0.87%
-$273.78 
APH Amphenol Corporation
-0.84%
-$728.84 
HUBB Hubbell Inc.
-0.82%
-$39.7 
BG Bunge Global S.A.
-0.78%
-$39.13 
WBD Warner Bros. Discovery, Inc.
-0.76%
-$181.23 
KO The Coca-Cola Company
-0.76%
-$627.48 
LNC Lincoln National Corporation
-0.73%
-$3.9 
MORN Morningstar, Inc.
-0.72%
-$22.14 
HSY The Hershey Company
-0.69%
-$386.75 
SLVM Sylvamo Corporation
-0.69%
-$0.78 
ALSN Allison Transmission Holdings Inc.
-0.67%
-$20.02 
EME EMCOR Group, Inc.
-0.65%
-$75.3 
UPS United Parcel Service, Inc.
-0.64%
-$221.92 
PCAR PACCAR Inc.
-0.64%
-$56.88 
TPL Texas Pacific Land Corporation
-0.6%
-$19.92 
EXR Extra Space Storage Inc.
-0.59%
-$55.04 
FDS FactSet Research Systems Inc.
-0.56%
-$28.4 
IRT Independence Realty Trust Inc.
-0.54%
-$19.62 
ALLE Allegion plc
-0.51%
-$17.94 
IQV IQVIA Holdings Inc.
-0.49%
-$81.6 
VO Vanguard Mid-Cap ETF
-0.48%
-$4,840.68 
GEN Gen Digital Inc.
-0.45%
-$4.8 
TSLA Tesla, Inc.
-0.43%
-$8,221.55 
REG Regency Centers Corporation
-0.42%
-$8.5 
XOM Exxon Mobil Corporation
-0.4%
-$3,018.88 
ITT Itt Inc.
-0.4%
-$3.85 
COP ConocoPhillips
-0.37%
-$179.58 
A Agilent Technologies Inc.
-0.36%
-$47.04 
ACI Albertsons Companies, Inc.
-0.34%
-$6.25 
ITW Illinois Tool Works Inc.
-0.32%
-$153.12 
ABBV AbbVie Inc.
-0.27%
-$642.53 
FAF First American Financial Corporation
-0.27%
-$9.69 
KMB Kimberly-Clark Corporation
-0.27%
-$40.31 
FTV Fortive Corporation
-0.26%
-$4.32 
CVS CVS Health Corporation
-0.25%
-$324.54 
V Visa Inc. Class A
-0.25%
-$1,048.95 
RWR SPDR Dow Jones REIT ETF
-0.21%
-$428.4 
ARKW ARK Next Generation Internet ETF
-0.2%
-$24.65 
BP BP p.l.c. Sponsored ADR
-0.17%
-$11.13 
SNPS Synopsys, Inc.
-0.15%
-$34.1 
MDLZ Mondelez International, Inc.
-0.14%
-$58.32 
VTR Ventas Inc.
-0.12%
-$11.99 
NOW ServiceNow, Inc.
-0.11%
-$24.48 
MSTR Strategy Inc.
-0.11%
-$3.85 
XYL Xylem Inc.
-0.1%
-$43.32 
SBAC SBA Communications Corporation
-0.09%
-$3.84 
COKE Coca-Cola Consolidated Inc.
-0.08%
-$0.56 
DECK Deckers Outdoor Corporation
-0.07%
-$3.01 
ROIV Roivant Sciences Ltd
-0.06%
-$2.48 
BWA BorgWarner Inc.
-0.05%
-$2.73 
PEP PepsiCo, Inc.
-0.04%
-$18.5 
GPRO GoPro Inc.
-0.03%
-$0.02 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.02%
-$2.63 
TSN Tyson Foods Inc.
-0.02%
-$0.1 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$0.34 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$0.01 
BKR Baker Hughes Company
-0.01%
-$1.46 
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fund
-0.01%
-$0.36 
MNST Monster Beverage Corporation
-0.01%
-$1.2 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
0%
-$0.14 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6708 | Longs Won 4146/6708 61% | Profit Factor 18.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,649.35 |
| Average Win $20,961 | Best Trade (Jul 16) $13.7M | Sharpe Ratio -11.82 |
| Average Loss -$1,854.91 | Worst Trade (Dec 31) -$266,205.58 | Z-Score 17.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $12,246.72 |
| 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 | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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