JC

John Canning Portfolio

Invests via Mi LLCreek Capital Advisors LLC | Managed by Mi LLCreek Capital Advisors LLC
Invests via Mi LLCreek Capital Advisors LLC
Managed by Mi LLCreek Capital Advisors LLC
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John Canning Profile

John Canning is a prominent figure in the private equity sector, having co-founded Madison Dearborn Partners, one of the leading investment firms in Chicago. His leadership has significantly shaped the firm’s growth trajectory and expansion into diverse industries such as telecommunications, healthcare, and financial services. With a robust background in finance and strategic acquisitions, he plays a vital role in fostering partnerships that drive value creation for portfolio companies. Beyond his investment acumen, he contributes to various boards and philanthropic initiatives, enhancing corporate governance practices across sectors.

John Canning is a prominent figure in the private equity sector, having co-founded Madison Dearborn Partners, one of the leading investment firms in Chicago. His leadership has significantly shaped the firm’s growth trajectory and expansion into diverse industries such as telecommunications, healthcare, and financial services. With a robust background in finance and strategic acquisitions, he plays a vital role in fostering partnerships that drive value creation for portfolio companies. Beyond his investment acumen, he contributes to various boards and philanthropic initiatives, enhancing corporate governance practices across sectors.

Investment Philosophy & Strategy

Opportunity evaluation drives John Canning’s approach to private equity investments. Leveraging extensive experience in strategic acquisitions, he identifies undervalued companies poised for operational enhancement and market share expansion. His tenure as a leader at Madison Dearborn Partners showcases a focus on forging sustainable partnerships that align with long-term value creation. By engaging deeply in diverse industries, including telecommunications and healthcare, his investment strategy effectively capitalizes on sector-specific dynamics while fostering innovation within portfolio companies. Canning's commitment to governance further strengthens business frameworks, ensuring robust organizational growth.

Opportunity evaluation drives John Canning’s approach to private equity investments. Leveraging extensive experience in strategic acquisitions, he identifies undervalued companies poised for operational enhancement and market share expansion. His tenure as a leader at Madison Dearborn Partners showcases a focus on forging sustainable partnerships that align with long-term value creation. By engaging deeply in diverse industries, including telecommunications and healthcare, his investment strategy effectively capitalizes on sector-specific dynamics while fostering innovation within portfolio companies. Canning's commitment to governance further strengthens business frameworks, ensuring robust organizational growth.

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:
33.26%
Gain +0.01%
Monthly
0.96%
Yearly
12.19%
Drawdown
13.11%
$5.43B
Equity
Holdings
$5.43B
Investment
$3.47B
$2.19B
Profit +$436,245.87
Realized
$232.84M
Unrealized
$1.96B
Dividends
$254.79M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.01%
Profit
$436,245.87
Win %
80%
This Week
Compared To Last Week
Gain
0.01%
Profit
$436,245.87
Win %
80%
This Month
Compared to last month
Gain
-0.87%
Profit
-$47.33M
Win %
80%
This Year
Compared to last year
Gain
6.25%
Profit
$328.7M
Win %
79%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+4.73%
+$162,371.76
Warrior Met Coal Inc. logo
HCC Warrior Met Coal Inc.
+4.35%
+$8,953.02
GE Vernova Inc. logo
GEV GE Vernova Inc.
+3.73%
+$20,830.04
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.62%
+$115,434.34
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
+2.58%
+$8,552.49
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.49%
+$5,537.61
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.31%
+$195,282.57
FS KKR Capital Corp. logo
FSK FS KKR Capital Corp.
+2.22%
+$8,727.36
Comcast Corp logo
CMCSA Comcast Corp
+2.21%
+$6,190.4
Stryker Corporation logo
SYK Stryker Corporation
+2.15%
+$6,035.2
ProShares UltraPro QQQ logo
TQQQ ProShares UltraPro QQQ
+1.99%
+$93,111.01
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.95%
+$4,659.6
Materials Select Sector SPDR Fund logo
XLB Materials Select Sector SPDR Fund
+1.87%
+$4,060.8
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.82%
+$141,333.92
M&T Bank Corporation logo
MTB M&T Bank Corporation
+1.78%
+$5,359.19
Universal Display Corporation logo
OLED Universal Display Corporation
+1.76%
+$21,786.62
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+1.65%
+$6,127.77
Accenture plc Class A logo
ACN Accenture plc Class A
+1.65%
+$5,497.92
Union Pacific Corporation logo
UNP Union Pacific Corporation
+1.65%
+$7,297.44
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.61%
+$5,597.97
Blackstone Inc. logo
BX Blackstone Inc.
+1.58%
+$3,474.29
Linde plc logo
LIN Linde plc
+1.58%
+$3,747.93
Bank of America Corporation logo
BAC Bank of America Corporation
+1.56%
+$5,632.14
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.52%
+$6,938.99
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+1.48%
+$3,039.71
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.44%
+$4,748.98
SEI Investments Company logo
SEIC SEI Investments Company
+1.42%
+$64,136.25
ConocoPhillips logo
COP ConocoPhillips
+1.4%
+$4,845.42
Fiserv, Inc. logo
FISV Fiserv, Inc.
+1.36%
+$5,182.55
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.35%
+$6,804.55
S&P Global Inc. logo
SPGI S&P Global Inc.
+1.35%
+$4,378.02
iShares MSCI Israel ETF logo
EIS iShares MSCI Israel ETF
+1.32%
+$22,122.1
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.32%
+$5,390.16
Invesco Large Cap Growth ETF logo
PWB Invesco Large Cap Growth ETF
+1.29%
+$93,676.98
Citigroup Inc. logo
C Citigroup Inc.
+1.27%
+$5,077.58
TE Connectivity plc logo
TEL TE Connectivity plc
+1.27%
+$9,767.96
WSFS Financial Corporation logo
WSFS WSFS Financial Corporation
+1.21%
+$12,676.5
Targa Resources Corp. logo
TRGP Targa Resources Corp.
+1.2%
+$6,117.64
SPDR Bloomberg Convertible Securities ETF logo
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$4,985.82
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
+1.19%
+$14,703.3
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.17%
+$6,293.74
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+1.17%
+$40,637.52
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
+1.17%
+$3,800.52
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$14,961.2
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$98,379.36
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
+1.15%
+$3,138.27
Direxion NASDAQ-100 Equal Weighted Index Fund logo
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.13%
+$6,024.66
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$5,836.28
SLM Corporation logo
SLM SLM Corporation
+1.08%
+$2,630.4
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.07%
+$578,192.9
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+1.06%
+$3,168.87
Invesco Large Cap Value ETF logo
PWV Invesco Large Cap Value ETF
+1.05%
+$55,210.4
Visa Inc. Class A logo
V Visa Inc. Class A
+1.05%
+$28,006.08
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
+1.04%
+$5,760
Invesco Dorsey Wright Momentum ETF logo
PDP Invesco Dorsey Wright Momentum ETF
+1.04%
+$9,861
Movado Group Inc. logo
MOV Movado Group Inc.
+1.02%
+$22,912.5
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$6,019.24
Ares Capital Corporation logo
ARCC Ares Capital Corporation
+1%
+$7,452.75
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$35,378.36
KKR & Co. Inc. logo
KKR KKR & Co. Inc.
+0.99%
+$2,824.7
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.98%
+$55,142.75
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.97%
+$15,738.74
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$35,663.6
Vanguard Russell 1000 Value Index Fund logo
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$33,162.24
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.94%
+$10.53M
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
+0.93%
+$190,092
PPG Industries Inc. logo
PPG PPG Industries Inc.
+0.93%
+$3,232.9
SPDR S&P International Small Cap ETF logo
GWX SPDR S&P International Small Cap ETF
+0.93%
+$19,786.62
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.92%
+$18,842.4
iShares S&P Mid-Cap 400 Value ETF logo
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$93,119.22
Amphenol Corporation logo
APH Amphenol Corporation
+0.88%
+$2,555.36
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.87%
+$61,018.66
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$1.02M
Alpha Architect U.S. Quantitative Value ETF logo
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.87%
+$2,122
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$65,323.15
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.86%
+$81,631.79
Coca-Cola Consolidated Inc. logo
COKE Coca-Cola Consolidated Inc.
+0.85%
+$3,218.16
Independence Realty Trust Inc. logo
IRT Independence Realty Trust Inc.
+0.84%
+$30,952.74
Schwab Emerging Markets Equity ETF logo
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$14,139
iShares S&P Small-Cap 600 Growth ETF logo
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$53,861.07
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.81%
+$34,036.4
SPDR S&P Biotech ETF logo
XBI SPDR S&P Biotech ETF
+0.79%
+$2,227.01
General Electric Company logo
GE General Electric Company
+0.76%
+$6,291.53
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$4,763.25
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$8,320.99
New Mountain Finance Corporation logo
NMFC New Mountain Finance Corporation
+0.76%
+$8,940
Phillips 66 logo
PSX Phillips 66
+0.76%
+$1,580.84
Chevron Corporation logo
CVX Chevron Corporation
+0.75%
+$3,693.17
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.75%
+$1,684.31
Zeta Global Holdings Corp. logo
ZETA Zeta Global Holdings Corp.
+0.75%
+$32,968.57
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.74%
+$2,175.65
JPMorgan U.S. Quality Factor ETF logo
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$1,822.6
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+0.73%
+$12,277.98
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.73%
+$10,802.82
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$8,417.52
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,190.41
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.71%
+$67,311.06
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.71%
+$86,261.26
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$67,418.57
Schwab International Small-Cap Equity ETF logo
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$3,504.9
SPDR S&P Emerging Asia Pacific ETF logo
GMF SPDR S&P Emerging Asia Pacific ETF
+0.71%
+$3,594.81
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
+0.7%
+$47,495.13
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$15,492
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.69%
+$43,323.8
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.68%
+$10,922.37
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,064.91
iShares U.S. Industrials ETF logo
IYJ iShares U.S. Industrials ETF
+0.68%
+$2,353.98
Ecolab Inc. logo
ECL Ecolab Inc.
+0.68%
+$5,131.74
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$4,405.91
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
+0.66%
+$22,230.81
VANGUARD CONSUMER STAPLES ETF logo
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$2,026.41
Morgan Stanley logo
MS Morgan Stanley
+0.65%
+$4,999.71
Consumer Staples Select Sector SPDR Fund logo
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$8,936.4
Franklin U.S. Low Volatility ETF logo
LVHD Franklin U.S. Low Volatility ETF
+0.64%
+$1,627.64
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.64%
+$2,774.73
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1.25M
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+0.61%
+$5,666.88
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$40,128.27
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
+0.59%
+$1,626.37
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$11,444.65
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$51,061.56
MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock logo
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$697.42
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.58%
+$7,332.48
iShares MSCI Japan ETF logo
EWJ iShares MSCI Japan ETF
+0.57%
+$2,736.92
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$137,962.32
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$59,460.12
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.55%
+$140,189.59
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.55%
+$587,307.18
Jacobs Solutions Inc. logo
J Jacobs Solutions Inc.
+0.55%
+$2,032.05
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.54%
+$1,157.87
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.54%
+$473,899.09
Five Star Bancorp logo
FSBC Five Star Bancorp
+0.54%
+$11,184.48
Alphabet Inc logo
GOOGL Alphabet Inc
+0.53%
+$46,006.17
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$21,871.25
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$6,268.02
ISHARES RUSSELL 3000 ETF logo
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$288,743.53
Vanguard ESG U.S. Stock ETF logo
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$117,874.91
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.52%
+$20,163.42
Vanguard Russell 2000 Growth ETF logo
VTWG Vanguard Russell 2000 Growth ETF
+0.49%
+$3,262.66
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$22,674.26
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
+0.48%
+$17,599.7
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$96,712.33
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,180.8
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$7,986.15
Alphabet Inc logo
GOOG Alphabet Inc
+0.45%
+$38,302.4
Walmart Inc. logo
WMT Walmart Inc.
+0.45%
+$3,918.25
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
+0.44%
+$1,320.9
iShares MSCI Emerging Markets Small-Cap ETF logo
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.43%
+$3,471.93
Vanguard Russell 1000 ETF logo
VONE Vanguard Russell 1000 ETF
+0.43%
+$2,207.52
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,046.33
iShares Core International Stock ETF logo
IXUS iShares Core International Stock ETF
+0.43%
+$2.2M
iShares Global Tech ETF logo
IXN iShares Global Tech ETF
+0.42%
+$1,770
CSX Corporation logo
CSX CSX Corporation
+0.42%
+$1,955.2
ISHARES MSCI ACWI EX U.S. ETF logo
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$78,878.08
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
+0.41%
+$262,778.24
Brookfield Corporation logo
BN Brookfield Corporation
+0.4%
+$1,305.91
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$180,104.12
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,544.96
Kenvue Inc. logo
KVUE Kenvue Inc.
+0.39%
+$8,623.02
Vanguard S&P 500 Growth ETF logo
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$1,765.14
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.38%
+$3,409.02
SPDR MSCI ACWI ex-US ETF logo
CWI SPDR MSCI ACWI ex-US ETF
+0.37%
+$52,257.6
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$27,903
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$1,842.75
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$18,991.92
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$367,232.49
Amgen Inc. logo
AMGN Amgen Inc.
+0.32%
+$4,831.37
Eaton Vance Tax-Managed Global Diversified Equity Income Fund logo
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$1,069.77
JPMorgan International Research Enhanced Equity ETF logo
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$1,117.44
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.29%
+$30,280.64
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.28%
+$6,534.33
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.28%
+$35,571.61
3M Company logo
MMM 3M Company
+0.26%
+$805.26
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,355.4
iShares ESG Aware MSCI EAFE ETF logo
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$1,830.14
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.24%
+$3,234.38
Vanguard Mega Cap Growth ETF logo
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$946.2
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
+0.2%
+$677.18
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$834,360.12
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.18%
+$2.25M
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.16%
+$10,171.52
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
+0.12%
+$892.45
GraniteShares Gold Trust logo
BAR GraniteShares Gold Trust
+0.12%
+$293.45
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$7,979.4
Fidelity Wise Origin Bitcoin Index Fund logo
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$256.98
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.11%
+$251.91
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$3,420.69
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$11,071.32
Hartford Multifactor Developed Markets (ex-US) ETF logo
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.1%
+$70,793.44
FedEx Corporation logo
FDX FedEx Corporation
+0.09%
+$542.19
Vistance Networks, Inc. logo
VISN Vistance Networks, Inc.
+0.08%
+$577.85
Bain Capital Specialty Finance Inc. logo
BCSF Bain Capital Specialty Finance Inc.
+0.08%
+$120.92
iShares Gold Trust logo
IAU iShares Gold Trust
+0.08%
+$14,455.02
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+0.07%
+$148.26
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.06%
+$1,209.78
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$6,713.68
iShares iBonds Dec 2026 Term Treasury ETF logo
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$897.75
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+0.04%
+$477.4
Grayscale Bitcoin Trust ETF logo
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$91.76
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$4,425.1
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.03%
+$3,344
iShares Morningstar Small-Cap Value ETF logo
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$488.75
Vanguard Communication Services ETF logo
VOX Vanguard Communication Services ETF
+0.03%
+$173.63
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+0.03%
+$79.94
Oracle Corporation logo
ORCL Oracle Corporation
+0.02%
+$237.55
McDonald's Corporation logo
MCD McDonald's Corporation
+0.01%
+$90.06
Anthem Inc logo
ANTM Anthem Inc
0%
$0
iShares MSCI Eurozone ETF logo
EZU iShares MSCI Eurozone ETF
0%
$0
logo
JCI
0%
$0
logo
SIRI
0%
$0
NATERA INC (Common Stock) – ticker 45E logo
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$8,040.67
Sony Group Corporation - Sponsored American Depositary Receipt logo
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$61,559.8
DoorDash, Inc. logo
DASH DoorDash, Inc.
-2.59%
-$6,664.62
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$17,161.27
Context Therapeutics Inc. logo
CNTX Context Therapeutics Inc.
-2.11%
-$3,138.93
Opko Health Inc. logo
OPK Opko Health Inc.
-2.07%
-$431.49
Bridger Aerospace Group Holdings, Inc. logo
BAER Bridger Aerospace Group Holdings, Inc.
-2.06%
-$11,847.68
Precigen Inc. logo
PGEN Precigen Inc.
-1.77%
-$12,012
Abbott Laboratories logo
ABT Abbott Laboratories
-1.64%
-$3,433.92
FS Credit Opportunities Corp. logo
FSCO FS Credit Opportunities Corp.
-1.64%
-$1,713.84
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$712,786.5
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-1.52%
-$5,135.23
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.42%
-$10,148.83
Bausch + Lomb Corporation logo
BLCO Bausch + Lomb Corporation
-1.37%
-$3,150
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.33%
-$54,933.44
eToro Group Ltd. logo
ETOR eToro Group Ltd.
-1.31%
-$60,843.39
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.23%
-$135,395.86
Netflix, Inc. logo
NFLX Netflix, Inc.
-1.14%
-$5,543.73
Scholar Rock Holding Corporation logo
SRRK Scholar Rock Holding Corporation
-1.14%
-$6,458.64
American Tower Corporation logo
AMT American Tower Corporation
-1.12%
-$5,101.37
Fidelity Ethereum Fund logo
FETH Fidelity Ethereum Fund
-1.01%
-$4,589.83
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-1.01%
-$2,067.8
International Business Machines Corporation logo
IBM International Business Machines Corporation
-0.95%
-$2,938.88
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.91%
-$21,077.02
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.6%
-$11,823.11
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
-0.58%
-$1,360.86
Dover Corporation logo
DOV Dover Corporation
-0.5%
-$2,981.03
Akre Focus ETF logo
AKRE Akre Focus ETF
-0.49%
-$12,421.62
Danaher Corporation logo
DHR Danaher Corporation
-0.38%
-$2,232.09
RTX Corporation logo
RTX RTX Corporation
-0.37%
-$2,210.03
The Walt Disney Company logo
DIS The Walt Disney Company
-0.3%
-$5,869.18
Adagene Inc. logo
ADAG Adagene Inc.
-0.28%
-$1,996.1
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.26%
-$11,344.88
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.22%
-$773.08
iShares U.S. Healthcare ETF logo
IYH iShares U.S. Healthcare ETF
-0.2%
-$1,072.5
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
-0.18%
-$6,820.98
iShares MBS ETF logo
MBB iShares MBS ETF
-0.15%
-$107,478.7
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-0.12%
-$1,237.69
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$159,731.64
Nuveen New York AMT-Free Quality Municipal Income Fund logo
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.09%
-$121.23
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$102,071.3
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.08%
-$824.94
Vanguard Total Corporate Bond Fund logo
VTC Vanguard Total Corporate Bond Fund
-0.07%
-$47,162.99
Simplify MBS ETF logo
MTBA Simplify MBS ETF
-0.06%
-$258.09
iShares Agency Bond ETF logo
AGZ iShares Agency Bond ETF
-0.05%
-$6,354.01
Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 logo
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$20.25
Vanguard Short-Term Treasury Fund logo
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,477.9
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-0.03%
-$755.08
iShares iBonds Dec 2027 Term logo
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$223.47
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.01%
-$150.04
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Dividends

Dividend Analysis

Yearly
$
Trades
3471
Longs Won
2016/3471 58%
Profit Factor
48.08
Profitability
Shorts Won
0/0 0%
Standard Deviation
$13.16M
Average Win
$1.11M
Best Trade
(Jun 14) $678.84M
Sharpe Ratio
-29.71
Average Loss
-$31,987.49
Worst Trade
(Sep 30) -$5.8M
Z-Score
-5.64 (100%)
Commissions
$0
Avg. Trade Length
1y 2m 1w
Expectancy
$631,337.8
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% 0.02% 1.57%
Consecutive Losing Trades 166,667 150,000 133,333 116,667 100,000 83,333 66,667 50,000 33,333 16,667
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
No Data
No Data
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No Data
Account USV