MS
Michael Snyder Portfolio
Invests via Beaumont Financial Advisors LLC | Managed by Michael Snyder
Invests via Beaumont Financial Advisors LLC
Managed by Michael Snyder
Automatically Tracked
Michael Snyder Profile
Michael Snyder is a prominent entrepreneur known for his significant contributions to technology commercialization. With extensive experience in founding and scaling innovative ventures, he has played a crucial role in driving the development of cutting-edge solutions within the tech landscape. His leadership at various startups highlights a commitment to not only advancing technological capabilities but also fostering entrepreneurial growth. By cultivating strategic partnerships and tapping into emerging markets, he consistently demonstrates an ability to navigate complex industry dynamics while capitalizing on new opportunities. Snyder's reputation as a forward-thinking leader solidifies his influence across both startup ecosystems and established corporations.
Michael Snyder is a prominent entrepreneur known for his significant contributions to technology commercialization. With extensive experience in founding and scaling innovative ventures, he has played a crucial role in driving the development of cutting-edge solutions within the tech landscape. His leadership at various startups highlights a commitment to not only advancing technological capabilities but also fostering entrepreneurial growth. By cultivating strategic partnerships and tapping into emerging markets, he consistently demonstrates an ability to navigate complex industry dynamics while capitalizing on new opportunities. Snyder's reputation as a forward-thinking leader solidifies his influence across both startup ecosystems and established corporations.
Investment Philosophy & Strategy
Innovation remains the cornerstone of Michael Snyder's investment approach. Drawing from extensive experience in launching and scaling technology ventures, he focuses on identifying disruptive solutions that have the potential to reshape industries. His strategic thinking emphasizes cultivating alliances with emerging players while fostering an ecosystem conducive to rapid growth. With a keen eye for technological advancement, investment selections are driven by potential market impact rather than traditional metrics. By engaging with nascent companies poised for breakthrough success, there’s a consistent alignment between capital deployment and long-term value creation.
Innovation remains the cornerstone of Michael Snyder's investment approach. Drawing from extensive experience in launching and scaling technology ventures, he focuses on identifying disruptive solutions that have the potential to reshape industries. His strategic thinking emphasizes cultivating alliances with emerging players while fostering an ecosystem conducive to rapid growth. With a keen eye for technological advancement, investment selections are driven by potential market impact rather than traditional metrics. By engaging with nascent companies poised for breakthrough success, there’s a consistent alignment between capital deployment and long-term value creation.
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:
36.44%
Gain +1.24%
Monthly
0.97%
Yearly
12.28%
Drawdown
13.15%
$1.57B
Equity
Holdings
$1.57B
Investment
$1.08B
$638.29M
Profit +$23.99M
Realized
$146.85M
Unrealized
$491.44M
Dividends
$65.48M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.24%
Profit
$23.99M
Win %
74%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$25.31M
Win %
74%
This Month
Compared to last month
Gain
-2.34%
Profit
-$37.68M
Win %
74%
This Year
Compared to last year
Gain
-2.39%
Profit
-$29.09M
Win %
74%
LRCX Lam Research Corporation
+12.49%
+$656,182.29 
MRVL Marvell Technology, Inc.
+11.6%
+$68,855 
MU Micron Technology, Inc.
+11.13%
+$173,605.74 
AMAT Applied Materials, Inc.
+10.81%
+$61,670.55 
INTC Intel Corporation
+10.35%
+$180,515.34 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$103,352.71 
AIS VistaShares Artificial Intelligence Supercycle ETF
+8.41%
+$2.08M 
RIOT Riot Platforms, Inc.
+8.24%
+$61,185.64 
AMD Advanced Micro Devices, Inc.
+8.18%
+$267,136.39 
SOXX iShares Semiconductor ETF
+8.16%
+$107,916.59 
VICR Vicor Corporation
+8.07%
+$83,714.77 
CRS Carpenter Technology Corporation
+7.41%
+$143,214.54 
SMH VanEck Semiconductor ETF
+6.75%
+$255,520.2 
GBUG Sprott Active Gold & Silver Fund
+6.65%
+$73,146.32 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+6.49%
+$12,739.26 
PSLV Sprott Physical Silver Trust
+6.48%
+$134,098.9 
DNN Denison Mines Corp.
+6.18%
+$1,872.5 
HON Honeywell International Inc.
+6.15%
+$70,635.25 
STX Seagate Technology Holdings plc
+6.09%
+$40,770.41 
QCOM QUALCOMM Incorporated
+6.08%
+$144,328.3 
BA Boeing Company
+5.9%
+$17,387.06 
DELL Dell Technologies Inc.
+5.82%
+$186,966.52 
FRDM Freedom 100 Emerging Markets ETF
+5.81%
+$1.22M 
SIVR abrdn Physical Silver Shares ETF
+5.74%
+$20,880 
SLV iShares Silver Trust
+5.7%
+$49,909 
URA Global X Uranium ETF
+5.67%
+$13,668 
HWM Howmet Aerospace Inc.
+5.64%
+$18,318.08 
URNM Sprott Uranium Miners ETF
+5.54%
+$12,628.35 
SGDM Sprott Gold Miners ETF
+5.52%
+$27,340.81 
EIS iShares MSCI Israel ETF
+5.45%
+$36,741 
GD General Dynamics Corporation
+5.39%
+$177,493.29 
QTUM Defiance Quantum ETF
+5.34%
+$22,959.12 
TXN Texas Instruments Inc
+5.25%
+$79,650.85 
AMGN Amgen Inc.
+5.23%
+$73,447.9 
UFOX Defiance Connective Technologies ETF
+5.16%
+$24,341.28 
GEV GE Vernova Inc.
+5.09%
+$34,244.86 
ETN Eaton Corporation plc
+4.88%
+$24,388.93 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+4.86%
+$7,946.75 
ITA iShares U.S. Aerospace & Defense ETF
+4.75%
+$24,190.2 
NLR VanEck Uranium and Nuclear ETF
+4.74%
+$66,116.2 
FURY Fury Gold Mines Limited
+4.72%
+$284.4 
CEF Sprott Physical Gold and Silver Trust
+4.66%
+$1.09M 
CAT Caterpillar Inc.
+4.66%
+$75,016.58 
ADI Analog Devices, Inc.
+4.62%
+$17,205.36 
TSLA Tesla, Inc.
+4.6%
+$71,481.19 
LMT Lockheed Martin Corporation
+4.58%
+$37,598.53 
RVMDW Revolution Medicines, Inc. Warrant
+4.56%
+$2,254 
IDEF iShares U.S. Defense & Aerospace Index ETF
+4.56%
+$327,105.35 
MTUM iShares MSCI USA Momentum Factor ETF
+4.54%
+$11,980.24 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$22,129.32 
JTEK JPMorgan U.S. Tech Leaders ETF
+4.4%
+$16,709.7 
GE General Electric Company
+4.31%
+$38,004.77 
POW VistaShares Electrification Supercycle ETF
+4.12%
+$31,325.46 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.09%
+$60,517.8 
SHW The Sherwin-Williams Company
+4.08%
+$26,704.67 
CCJ Cameco Corporation
+4%
+$14,679.4 
AVGO Broadcom Inc.
+3.96%
+$168,756.41 
RTX RTX Corporation
+3.72%
+$54,232.2 
GILD Gilead Sciences Inc.
+3.67%
+$7,524.02 
EZU iShares MSCI Eurozone ETF
+3.65%
+$17,910.69 
XLK State Street Technology Select Sector SPDR ETF
+3.62%
+$53,196.8 
WCMI First Trust WCM International Equity ETF
+3.6%
+$514,064.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.57%
+$51,385.61 
FMAT Fidelity MSCI Materials Index ETF
+3.53%
+$62,366.26 
ETH Grayscale Ethereum Mini Trust ETF
+3.39%
+$8,114.4 
AEM Agnico Eagle Mines Limited
+3.37%
+$6,666.58 
SCHA Schwab U.S. Small-Cap ETF
+3.36%
+$21,554.4 
DKS Dick's Sporting Goods, Inc.
+3.35%
+$568,360.8 
FTEC Fidelity MSCI Information Technology Index ETF
+3.34%
+$218,444.8 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$30,262.63 
SBUX Starbucks Corporation
+3.31%
+$15,277.44 
EMR Emerson Electric Co.
+3.28%
+$10,944 
PAVE Global X U.S. Infrastructure Development ETF
+3.28%
+$30,762.44 
FIDU Fidelity MSCI Industrials Index ETF
+3.28%
+$57,602.85 
XBI SPDR S&P Biotech ETF
+3.26%
+$17,232.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.23%
+$15,261.72 
QQQ Invesco QQQ Trust, Series 1
+3.22%
+$70,935.96 
C Citigroup Inc.
+3.22%
+$16,894.02 
GLD SPDR Gold Shares
+3.19%
+$34,470.81 
GLDM SPDR Gold MiniShares Trust
+3.17%
+$197,278.72 
XLI Industrial Select Sector SPDR Fund
+3.17%
+$45,365 
SGOL abrdn Physical Gold Shares ETF
+3.15%
+$19,814.37 
SOTK Sono-Tek Corporation
+3.12%
+$5,867.36 
GS The Goldman Sachs Group, Inc.
+3.12%
+$19,856.45 
VGK Vanguard FTSE Europe ETF
+3.12%
+$6,657.01 
QQQM Invesco NASDAQ 100 ETF
+3.09%
+$19,991.1 
LHX L3Harris Technologies, Inc.
+3.09%
+$5,675.45 
PHYS Sprott Physical Gold Trust
+3.07%
+$166,624.29 
EFA iShares MSCI EAFE ETF
+3.03%
+$31,349.62 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.02%
+$1.22M 
IEFA iShares Core MSCI EAFE ETF
+2.96%
+$11,820.27 
IWM iShares Russell 2000 ETF
+2.91%
+$8,708.41 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+2.86%
+$7,481.07 
VXF Vanguard Extended Market ETF
+2.86%
+$24,508.21 
IBB iShares Biotechnology ETF
+2.85%
+$39,633.92 
SCHM Schwab U.S. Mid-Cap ETF
+2.83%
+$58,702 
HODL VanEck Bitcoin ETF
+2.8%
+$7,148.12 
GBTC Grayscale Bitcoin Trust ETF
+2.79%
+$346,703.56 
PH Parker-Hannifin Corporation
+2.79%
+$24,053.7 
RDVY First Trust Rising Dividend Achievers ETF
+2.79%
+$79,656.72 
IYJ iShares U.S. Industrials ETF
+2.78%
+$6,565.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.77%
+$663,501.47 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$110,210.25 
IBIT iShares Bitcoin Trust
+2.74%
+$29,594.82 
RDVI FT Vest Rising Dividend Achievers Fund
+2.74%
+$381,446.39 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.73%
+$11,256.5 
SAMT Strategas Macro Thematic Opportunities ETF
+2.73%
+$1.15M 
MS Morgan Stanley
+2.7%
+$11,505.96 
ANET Arista Networks, Inc.
+2.69%
+$11,582.91 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.58%
+$19,826.8 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+2.54%
+$6,696.8 
LLY Eli Lilly and Company
+2.51%
+$133,619.14 
VB Vanguard Small-Cap ETF
+2.49%
+$61,854.26 
MAR Marriott International Inc. - Class A
+2.49%
+$7,708.79 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$1.02M 
BKNG Booking Holdings Inc.
+2.45%
+$5,305.5 
BMY Bristol-Myers Squibb Company
+2.44%
+$11,791.21 
HACK Amplify Cybersecurity ETF
+2.41%
+$7,345.72 
CSCO Cisco Systems, Inc.
+2.41%
+$30,201.6 
MDY SPDR S&P MidCap 400 ETF Trust
+2.38%
+$37,145.88 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$94,116.54 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.35%
+$8,784.3 
VT Vanguard Total World Stock ETF
+2.34%
+$5,289.5 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.33%
+$7,086.23 
IUSG iShares Core S&P U.S. Growth ETF
+2.32%
+$15,374.04 
LOW Lowe's Companies Inc.
+2.29%
+$427,448.32 
HD The Home Depot, Inc.
+2.28%
+$47,760.39 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.25%
+$12,359.82 
JGRO JPMorgan Active Growth ETF
+2.23%
+$205,935.45 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$18,945.12 
NVDA NVIDIA Corporation
+2.19%
+$903,615.9 
APH Amphenol Corporation
+2.15%
+$15,761.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.11%
+$12,376.56 
SCHV Schwab U.S. Large-Cap Value ETF
+2.09%
+$21,911.4 
URTH iShares MSCI World ETF
+2.06%
+$8,424.9 
VOOG Vanguard S&P 500 Growth ETF
+2.06%
+$5,975.57 
NOC Northrop Grumman Corporation
+2.02%
+$6,356.79 
HPE Hewlett Packard Enterprise Company
+2.01%
+$7,749.14 
IWD iShares Russell 1000 Value ETF
+2.01%
+$23,541.21 
DIS The Walt Disney Company
+1.98%
+$24,841.05 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.97%
+$11,425.46 
MGK Vanguard Mega Cap Growth ETF
+1.94%
+$15,722.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$4,664.4 
MGV Vanguard Mega Cap Value ETF
+1.91%
+$4,163.72 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.87%
+$3,720.5 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$5,268.51 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$28,217.88 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.85%
+$6,599.87 
VO Vanguard Mid-Cap ETF
+1.84%
+$50,959.48 
MGC Vanguard Mega Cap ETF
+1.83%
+$20,049.79 
JAVA JPMorgan Active Value ETF
+1.83%
+$22,045.8 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$4,034.11 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.79%
+$3,978.59 
AXP American Express Company
+1.79%
+$46,722.42 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$74,038.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.77%
+$72,802.65 
IRM Iron Mountain Inc.
+1.73%
+$6,091.15 
ITW Illinois Tool Works Inc.
+1.73%
+$13,669.92 
VTV Vanguard Value ETF
+1.73%
+$124,045.59 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.71%
+$69,192.18 
IWB iShares Russell 1000 ETF
+1.7%
+$8,977.69 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$61,530.53 
SMOT VanEck Morningstar SMID Moat ETF
+1.68%
+$20,210.78 
CEG Constellation Energy Corporation
+1.68%
+$6,170.67 
VUG Vanguard Growth ETF
+1.67%
+$486,032.4 
IVV iShares Core S&P 500 ETF
+1.67%
+$1.11M 
QUAL iShares MSCI USA Quality Factor ETF
+1.67%
+$8,722.56 
MRK Merck & Co., Inc.
+1.66%
+$29,876.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$87,787.24 
VOO Vanguard S&P 500 ETF
+1.66%
+$387,970.71 
VONG Vanguard Russell 1000 Growth Fund
+1.66%
+$17,357.96 
DE Deere & Company
+1.66%
+$43,885.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.64%
+$38,912.94 
JPEF JPMorgan Equity Focus ETF
+1.63%
+$497,197.03 
CIEN Ciena Corporation
+1.63%
+$11,200.56 
EBC Eastern Bankshares, Inc.
+1.59%
+$28,263.95 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$6,565 
JPM JPMorgan Chase & Co.
+1.52%
+$74,927.28 
IWF iShares Russell 1000 Growth ETF
+1.5%
+$47,220.2 
RAAX VanEck Real Assets ETF
+1.46%
+$210,611.34 
BX Blackstone Inc.
+1.46%
+$3,972.08 
FQAL Fidelity Quality Factor ETF
+1.44%
+$4,668.26 
IBM International Business Machines Corporation
+1.41%
+$26,422.55 
SIOO VistaShares Target 15 S&P 100 Distribution ETF
+1.41%
+$8,000.39 
TDVG T. Rowe Price Dividend Growth ETF
+1.4%
+$29,361.74 
VIG Vanguard Dividend Appreciation ETF
+1.34%
+$4,854.71 
AMZN Amazon.com Inc
+1.31%
+$477,249.88 
PLD Prologis Inc.
+1.31%
+$3,808.54 
TOST Toast Inc.
+1.3%
+$20,475 
EXPD Expeditors International of Washington, Inc.
+1.28%
+$11,503.72 
LIN Linde plc
+1.28%
+$6,656.92 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$5,435.37 
VYM Vanguard High Dividend Yield ETF
+1.24%
+$12,908.86 
AAPL Apple Inc.
+1.2%
+$899,261.07 
IUSV iShares Core S&P U.S. Value ETF
+1.19%
+$6,999.96 
IVE ISHARES S&P 500 VALUE ETF
+1.16%
+$3,884.41 
EMBX VanEck Emerging Markets Bond ETF
+1.15%
+$167,072.83 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.14%
+$11,536.2 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$92,285.2 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+1.13%
+$1,147.46 
GCOW Pacer Global Cash Cows Dividend ETF
+1.11%
+$96,360.5 
FHLC Fidelity MSCI Health Care Index ETF
+1.1%
+$21,659.4 
HAP VanEck Natural Resources ETF
+1.05%
+$95,227.08 
BAC Bank of America Corporation
+1.04%
+$40,839.36 
PFXF VanEck Preferred Securities ex Financials ETF
+1.04%
+$5,238.49 
XLC Communication Services Select Sector SPDR Fund
+1.04%
+$10,750.18 
JEPI JPMorgan Equity Premium Income Fund
+1.03%
+$21,618.39 
XLV Health Care Select Sector SPDR Fund
+1.01%
+$10,531.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.99%
+$11,183.68 
SDY SPDR S&P Dividend ETF
+0.99%
+$6,684.14 
MCD McDonald's Corporation
+0.99%
+$205,461.93 
UBER Uber Technologies, Inc.
+0.99%
+$2,161.72 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$146,687.24 
SRE Sempra
+0.92%
+$2,570.4 
FAST Fastenal Co.
+0.91%
+$8,121.56 
DTEC Alps Disruptive Technologies ETF
+0.87%
+$2,201.29 
MMM 3M Company
+0.85%
+$2,594.22 
GBDC Golub Capital BDC, Inc.
+0.85%
+$1,889.11 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.83%
+$6,208.02 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.81%
+$12,606.34 
ABT Abbott Laboratories
+0.78%
+$48,082.18 
XLF Financial Select Sector SPDR Fund
+0.78%
+$6,851.39 
FCOM Fidelity MSCI Communication Services Index ETF
+0.76%
+$12,921.4 
DVY iShares Select Dividend ETF
+0.72%
+$63,875.62 
UNP Union Pacific Corporation
+0.72%
+$7,139.07 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.69%
+$4,173.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$2,164.25 
FDN First Trust Dow Jones Internet Index Fund
+0.66%
+$76,824.48 
VZ Verizon Communications Inc.
+0.66%
+$1,538.22 
PEG Public Service Enterprise Group Incorporated
+0.62%
+$1,262.24 
NSC Norfolk Southern Corporation
+0.61%
+$2,184.56 
JPIB JPMorgan International Bond ETF
+0.59%
+$1,761.3 
JBND JPMorgan Active Bond ETF
+0.59%
+$3,100.86 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$2,040.08 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$10,882.22 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$2,156.05 
STZ Constellation Brands, Inc.
+0.55%
+$1,486.45 
ISRG Intuitive Surgical, Inc.
+0.54%
+$1,485.13 
WFC Wells Fargo & Company
+0.54%
+$1,529.88 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
+0.53%
+$1,272.37 
TRV The Travelers Companies, Inc.
+0.51%
+$1,999.93 
RDDT Reddit Inc Class A
+0.51%
+$5,999.77 
KMB Kimberly-Clark Corporation
+0.5%
+$3,390.99 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.5%
+$1,727.31 
BBDC Barings BDC Inc.
+0.48%
+$727.4 
KVUE Kenvue Inc.
+0.44%
+$824.89 
FTRB Federated Hermes Total Return Bond ETF
+0.44%
+$30,174.76 
DBND DoubleLine Opportunistic Bond ETF
+0.42%
+$5,172 
PNNT PennantPark Investment Corporation
+0.4%
+$425.94 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.36%
+$852.93 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.35%
+$16,619.92 
PLTR Palantir Technologies Inc.
+0.35%
+$1,277.52 
ARCC Ares Capital Corporation
+0.34%
+$815.09 
ABBV AbbVie Inc.
+0.33%
+$6,020.25 
XLU Utilities Select Sector SPDR Fund
+0.32%
+$964.88 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$2,860.06 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.28%
+$3,338.53 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.28%
+$7,729.33 
FUTY Fidelity MSCI Utilities Index ETF
+0.28%
+$8,536.96 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.28%
+$614.25 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$4,122.11 
JPIE JPMorgan Income ETF
+0.27%
+$2,097.37 
JSCP JPMorgan Short Duration Core Plus ETF
+0.27%
+$642.62 
MUB iShares National Muni Bond ETF
+0.25%
+$3,758.13 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.24%
+$17,546.7 
JNJ Johnson & Johnson
+0.24%
+$65,618.39 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.23%
+$613.83 
CMCSA Comcast Corp
+0.23%
+$971.79 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$2,524.99 
ITM VanEck Intermediate Muni ETF
+0.16%
+$2,043.77 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$2,438.93 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$1,588.82 
VNQ Vanguard Real Estate ETF
+0.14%
+$1,805.3 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
+0.14%
+$11,581.67 
TJX The TJX Companies, Inc.
+0.14%
+$7,520.7 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$986 
GOOG Alphabet Inc
+0.13%
+$13,544.87 
FREL Fidelity MSCI Real Estate Index ETF
+0.12%
+$2,133.53 
SPLV Invesco S&P 500 Low Volatility ETF
+0.11%
+$658.8 
AEP American Electric Power Company, Inc.
+0.09%
+$6,500.89 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$23,244.95 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
+0.08%
+$2,847.41 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$1,171.56 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$183.01 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.07%
+$1,360.41 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$752.36 
KKR KKR & Co. Inc.
+0.06%
+$515.54 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$278.58 
CLOI VanEck CLO ETF
+0.05%
+$5,588.32 
BCSF Bain Capital Specialty Finance Inc.
+0.04%
+$196.9 
HTGC Hercules Capital Inc.
+0.03%
+$66.19 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$86.5 
HDV iShares Core High Dividend ETF
+0.02%
+$1,883.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$6,472.27 
MSI Motorola Solutions, Inc.
+0.01%
+$44.82 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,407.82 
APLU
0%
$0 
ARWR
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
FFGX
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SNOW
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
ORCL Oracle Corporation
-8.25%
-$172,338.97 
SPGI S&P Global Inc.
-2.71%
-$19,888.83 
INTU Intuit Inc.
-2.66%
-$3,716.87 
XOM Exxon Mobil Corporation
-2.6%
-$66,352.7 
CRM Salesforce Inc
-2.35%
-$128,841 
WM Waste Management, Inc.
-2.17%
-$15,317.52 
MO Altria Group, Inc.
-2.16%
-$7,516.06 
CHKP Check Point Software Technologies Ltd.
-1.94%
-$7,739.68 
CVX Chevron Corporation
-1.94%
-$73,909.12 
PSX Phillips 66
-1.88%
-$7,484.95 
CTA Simplify Managed Futures Strategy ETF
-1.87%
-$273,048.82 
WCN Waste Connections Inc.
-1.86%
-$97,502.4 
XLE Energy Select Sector SPDR Fund
-1.85%
-$8,805.24 
MSFT Microsoft Corp.
-1.83%
-$791,586.05 
ADP Automatic Data Processing Inc.
-1.83%
-$18,829.68 
FENY Fidelity MSCI Energy Index ETF
-1.75%
-$34,434.49 
BSX Boston Scientific Corporation
-1.68%
-$2,920.05 
COKE Coca-Cola Consolidated Inc.
-1.53%
-$5,568.44 
ALL Allstate Corporation
-1.53%
-$4,439.82 
AMT American Tower Corporation
-1.53%
-$7,829.22 
DHR Danaher Corporation
-1.44%
-$11,554 
ACN Accenture plc Class A
-1.3%
-$6,218.94 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$17,941.95 
TPL Texas Pacific Land Corporation
-1.16%
-$2,123.32 
OKE ONEOK, Inc.
-1.14%
-$2,383.42 
CGBD Carlyle Secured Lending, Inc.
-1.05%
-$1,153.45 
PM Philip Morris International Inc.
-1.01%
-$36,065.75 
KO The Coca-Cola Company
-0.96%
-$20,455.05 
V Visa Inc. Class A
-0.95%
-$192,503.72 
NFLX Netflix, Inc.
-0.9%
-$3,870.2 
ICE Intercontinental Exchange, Inc.
-0.83%
-$5,168.96 
COST Costco Wholesale Corporation
-0.81%
-$26,123.7 
CCAP Crescent Capital BDC, Inc.
-0.78%
-$917.33 
AMLP Alerian MLP ETF
-0.73%
-$3,835.37 
PGR Progressive Corporation
-0.73%
-$8,698.62 
SYK Stryker Corporation
-0.7%
-$8,049.6 
ES Eversource Energy
-0.67%
-$1,946.26 
CHD Church & Dwight Co., Inc.
-0.58%
-$3,357.87 
META Meta Platforms Inc Class A
-0.54%
-$122,705.2 
SCHW Charles Schwab Corporation
-0.5%
-$1,336.5 
DUK Duke Energy Corporation
-0.47%
-$1,193.57 
ROP Roper Technologies Inc.
-0.45%
-$2,728.59 
SO The Southern Company
-0.42%
-$3,482 
SEIC SEI Investments Company
-0.39%
-$2,170.74 
G Genpact Ltd.
-0.37%
-$11,682.96 
MA Mastercard Incorporated
-0.32%
-$4,895.22 
SHEL Shell plc
-0.29%
-$1,357.5 
PEP PepsiCo, Inc.
-0.25%
-$35,093.88 
AFL Aflac Inc.
-0.24%
-$1,069.32 
WMT Walmart Inc.
-0.22%
-$4,743.9 
UNH UnitedHealth Group Incorporated
-0.21%
-$1,748.86 
CI The Cigna Group
-0.19%
-$550.55 
PG Procter & Gamble Co
-0.17%
-$4,290.55 
EMLP First Trust North American Energy Infrastructure Fund
-0.16%
-$919.03 
MCK McKesson Corporation
-0.16%
-$574.72 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.16%
-$3,118.91 
XLP Consumer Staples Select Sector SPDR Fund
-0.12%
-$2,591.93 
GOOGL Alphabet Inc
-0.1%
-$76,229.51 
NEE NextEra Energy, Inc.
-0.07%
-$2,213.4 
TAIL Cambria Tail Risk ETF
-0.05%
-$3,553.95 
SKYY First Trust Cloud Computing ETF
-0.04%
-$148.56 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$83.27 
T AT&T Inc.
-0.02%
-$75.62 Events
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Dividends
Dividend Analysis
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| Trades 4312 | Longs Won 3117/4312 72% | Profit Factor 16.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $218,196.17 | Best Trade (Jun 11) $56.55M | Sharpe Ratio -15.06 |
| Average Loss -$35,000.56 | Worst Trade (Sep 30) -$5.9M | Z-Score 17.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $148,026.85 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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