BM
Bill McVay Portfolio
Invests via Red Tortoise LLC | Managed by Rex Phillip Macey, William Gale (Bill) McVay, Howard McMonagle Fleming, George Chen
Invests via Red Tortoise LLC
Managed by Rex Phillip Macey, William Gale (Bill) McVay, Howard McMonagle Fleming, George Chen
Automatically Tracked
Bill McVay Profile
With a career marked by strategic vision and operational excellence, Bill McVay stands out as an influential leader in corporate governance and management. His extensive experience encompasses pivotal roles in various sectors where he has consistently driven organizational transformation and growth. McVay is recognized for his ability to steer companies through complex challenges while enhancing performance metrics. He brings insights from his robust engagement with both private enterprises and public organizations, making him a key figure for stakeholders looking to navigate market dynamics effectively. Currently involved in advising on executive leadership practices, he continues to impact the business landscape.
With a career marked by strategic vision and operational excellence, Bill McVay stands out as an influential leader in corporate governance and management. His extensive experience encompasses pivotal roles in various sectors where he has consistently driven organizational transformation and growth. McVay is recognized for his ability to steer companies through complex challenges while enhancing performance metrics. He brings insights from his robust engagement with both private enterprises and public organizations, making him a key figure for stakeholders looking to navigate market dynamics effectively. Currently involved in advising on executive leadership practices, he continues to impact the business landscape.
Investment Philosophy & Strategy
Market dynamics present unique investment opportunities, and Bill McVay leverages his extensive background to capitalize on them. His strategic insights stem from diverse leadership roles across industries, allowing him to identify companies poised for operational enhancements. By prioritizing transformative business practices, he cultivates value in enterprises while fostering growth-oriented environments. Decision-making reflects a deep understanding of competitive positioning and market trends, providing a robust framework for investors seeking sustainable returns. With an eye towards innovation and execution efficiency, he positions investments that not only withstand fluctuations but also thrive amidst change.
Market dynamics present unique investment opportunities, and Bill McVay leverages his extensive background to capitalize on them. His strategic insights stem from diverse leadership roles across industries, allowing him to identify companies poised for operational enhancements. By prioritizing transformative business practices, he cultivates value in enterprises while fostering growth-oriented environments. Decision-making reflects a deep understanding of competitive positioning and market trends, providing a robust framework for investors seeking sustainable returns. With an eye towards innovation and execution efficiency, he positions investments that not only withstand fluctuations but also thrive amidst change.
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:
36.48%
Gain +1.85%
Monthly
0.49%
Yearly
6.01%
Drawdown
16.6%
$258.96M
Equity
Holdings
$258.96M
Investment
$185.93M
$75.99M
Profit +$5.69M
Realized
$2.95M
Unrealized
$73.03M
Dividends
$19.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.85%
Profit
$5.69M
Win %
82%
This Week
Compared To Last Week
Gain
-1%
Profit
-$2.63M
Win %
82%
This Month
Compared to last month
Gain
-0.88%
Profit
-$2.3M
Win %
82%
This Year
Compared to last year
Gain
7.21%
Profit
$17.55M
Win %
82%
SNDK SanDisk Corporation
+14.53%
+$1,671.28 
KLAC KLA Corporation
+13.5%
+$22,782.82 
LRCX Lam Research Corporation
+12.83%
+$3,715.2 
NKTX Nkarta Inc.
+12.6%
+$248.31 
MU Micron Technology, Inc.
+11.38%
+$8,931.56 
SATS EchoStar Corporation Class A Common Stock
+11.32%
+$4,513.57 
MRVL Marvell Technology, Inc.
+11.02%
+$1,781.12 
CMCO Columbus McKinnon Corporation
+9.57%
+$154.28 
INTC Intel Corporation
+9.42%
+$3,719.52 
IRDM Iridium Communications Inc.
+9.41%
+$776.49 
REMX VanEck Rare Earth and Strategic Metals ETF
+9.06%
+$60,138 
LCID Lucid Group, Inc.
+8.94%
+$94.92 
FSLR First Solar, Inc.
+8.86%
+$264.96 
AMD Advanced Micro Devices, Inc.
+8.09%
+$5,450.42 
APGE Apogee Therapeutics Inc.
+7.9%
+$450.92 
ESAB Esab Corporation
+7.68%
+$121.03 
GNRC Generac Holdings Inc.
+7.64%
+$913 
ALGT Allegiant Travel Company
+7.59%
+$243.2 
SWK Stanley Black & Decker Inc.
+7.36%
+$307.8 
PTLO Portillo's Inc.
+7.28%
+$199.47 
RKT Rocket Companies, Inc. Class A
+7.18%
+$166.5 
DAL Delta Air Lines, Inc.
+7.1%
+$1,020.84 
PTF Invesco Dorsey Wright Technology ETF
+7.08%
+$3,298.43 
LUV Southwest Airlines Co.
+6.88%
+$393.3 
FCX Freeport-McMoRan Inc.
+6.6%
+$565.8 
XAR SPDR S&P Aerospace & Defense ETF
+6.58%
+$80,754.16 
HOOD Robinhood Markets, Inc.
+6.5%
+$998.58 
QCOM QUALCOMM Incorporated
+6.42%
+$270.16 
KTB Kontoor Brands Inc.
+6.34%
+$255.19 
URBN Urban Outfitters Inc.
+6.3%
+$343.5 
FBIN Fortune Brands Innovations Inc.
+6.29%
+$157.79 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.25%
+$124.32 
PANW Palo Alto Networks, Inc.
+6.18%
+$1,269.06 
AVAV AeroVironment Inc.
+6.17%
+$2,924.95 
NXPI NXP Semiconductors N.V.
+6.15%
+$1,071.16 
MCHP Microchip Technology Incorporated
+5.95%
+$596.22 
VRT Vertiv Holdings Co
+5.92%
+$2,444.61 
CAL Caleres Inc.
+5.89%
+$170.91 
WHR Whirlpool Corporation
+5.86%
+$72.85 
BA Boeing Company
+5.81%
+$437.22 
URA Global X Uranium ETF
+5.74%
+$33,589.89 
CMC Commercial Metals Company
+5.67%
+$208.75 
SIVR abrdn Physical Silver Shares ETF
+5.65%
+$49,001.47 
RLAY Relay Therapeutics Inc.
+5.63%
+$530.48 
DIOD Diodes Inc.
+5.62%
+$587.6 
IMVT Immunovant Inc.
+5.61%
+$423.5 
HEI Heico Corporation
+5.57%
+$876.12 
OSK Oshkosh Corporation
+5.57%
+$162.61 
DIN Dine Brands Global Inc.
+5.56%
+$160.65 
TXN Texas Instruments Inc
+5.51%
+$295.45 
WSM Williams-Sonoma, Inc.
+5.49%
+$1,635.84 
VST Vistra Corp
+5.44%
+$1,123.46 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$4,809.16 
GD General Dynamics Corporation
+5.33%
+$1,144.71 
TOL Toll Brothers Inc
+5.28%
+$315.62 
ECG Everus Construction Group, Inc.
+5.27%
+$108.15 
HUN Huntsman Corporation
+5.27%
+$188.25 
UAA Under Armour Inc.
+5.26%
+$287.4 
SYNA Synaptics Incorporated
+5.22%
+$316.07 
NEM Newmont Corporation
+5.15%
+$846.06 
ODFL Old Dominion Freight Line, Inc.
+5.12%
+$459.42 
UPS United Parcel Service, Inc.
+5.08%
+$924 
ETN Eaton Corporation plc
+5.08%
+$725.04 
ADI Analog Devices, Inc.
+5.04%
+$1,563.41 
PWR Quanta Services Inc.
+4.89%
+$1,115.1 
SOFI SoFi Technologies, Inc.
+4.88%
+$254.2 
MLKN MillerKnoll, Inc.
+4.85%
+$146.16 
KNF Knife River Corporation
+4.81%
+$52.35 
PAGS PagSeguro Digital Ltd.
+4.79%
+$177.94 
CAT Caterpillar Inc.
+4.73%
+$687.82 
DHI D.R. Horton, Inc.
+4.69%
+$1,059.52 
KEYS Keysight Technologies, Inc.
+4.69%
+$121.52 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
+4.66%
+$1,326 
AMCR Amcor plc
+4.62%
+$181.79 
GEV GE Vernova Inc.
+4.6%
+$1,434.96 
TSLA Tesla, Inc.
+4.56%
+$1,130.35 
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$138,362.78 
SCVL Shoe Carnival Inc.
+4.41%
+$71.3 
LMT Lockheed Martin Corporation
+4.4%
+$369.44 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$82,224.45 
PII Polaris Inc.
+4.36%
+$559.7 
NKE Nike, Inc. - Class B
+4.36%
+$1,141.34 
J Jacobs Solutions Inc.
+4.35%
+$116.6 
ELAN Elanco Animal Health Incorporated
+4.31%
+$401.88 
ROIV Roivant Sciences Ltd
+4.29%
+$294.02 
SMG Scotts Miracle-Gro Co.
+4.26%
+$75.9 
PHM PulteGroup Inc.
+4.23%
+$270.81 
AIQ Global X Artificial Intelligence & Technology ETF
+4.21%
+$1,395.78 
MBC MasterBrand, Inc.
+4.21%
+$22.94 
GE General Electric Company
+4.17%
+$730.4 
GNTX Gentex Corporation
+4.14%
+$163.2 
CSL Carlisle Companies Inc.
+4.13%
+$162.66 
SNEX StoneX Group Inc.
+4.12%
+$1,254.16 
SYF Synchrony Financial
+4.1%
+$1,117.2 
PDP Invesco Dorsey Wright Momentum ETF
+4.01%
+$1,363.42 
LAUR Laureate Education Inc.
+4%
+$213.16 
ILPT Industrial Logistics Properties Trust
+3.93%
+$235.28 
MAS Masco Corporation
+3.91%
+$229.91 
DKS Dick's Sporting Goods, Inc.
+3.89%
+$125.55 
FUL H.B. Fuller Co.
+3.89%
+$95.2 
NVS Novartis AG Sponsored ADR
+3.86%
+$1,184.04 
KNX Knight-Swift Transportation Holdings Inc.
+3.86%
+$94.86 
TDG TransDigm Group Inc.
+3.85%
+$653.8 
USNA Usana Health Sciences, Inc.
+3.83%
+$136.71 
RTX RTX Corporation
+3.83%
+$2,012.8 
GXO GXO Logistics Inc.
+3.83%
+$31.11 
ALGN Align Technology, Inc.
+3.82%
+$110.84 
PKG Packaging Corporation of America
+3.82%
+$339.48 
DD DuPont de Nemours Inc.
+3.77%
+$120.7 
GILD Gilead Sciences Inc.
+3.77%
+$1,025.92 
RS Reliance Inc.
+3.76%
+$533.52 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+3.75%
+$2,950.16 
SLM SLM Corporation
+3.73%
+$120.05 
AVGO Broadcom Inc.
+3.69%
+$8,201.57 
GPC Genuine Parts Company
+3.66%
+$54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$178,182.72 
SCHF Schwab International Equity ETF
+3.65%
+$1.12M 
SWKS Skyworks Solutions Inc.
+3.65%
+$102.6 
SBUX Starbucks Corporation
+3.58%
+$975.66 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$11,526.25 
RGLD Royal Gold Inc.
+3.54%
+$153.56 
EL The Estée Lauder Companies Inc. Class A
+3.5%
+$110.63 
FRPT Freshpet Inc.
+3.49%
+$56.48 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$821,205 
TKR Timken Co.
+3.42%
+$153.85 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$118,095.5 
SCHA Schwab U.S. Small-Cap ETF
+3.41%
+$42,805.39 
PRM Perimeter Solutions Inc.
+3.4%
+$512.9 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.39%
+$100,388.95 
AEM Agnico Eagle Mines Limited
+3.35%
+$37,144.59 
RPM RPM International Inc.
+3.35%
+$104.7 
PAVE Global X U.S. Infrastructure Development ETF
+3.34%
+$55.35 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$21,034.26 
MRTN Marten Transport, Ltd.
+3.33%
+$174.05 
IQDF FlexShares International Quality Dividend Index Fund
+3.33%
+$55,033.87 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$43,019.04 
CHRW C.H. Robinson Worldwide, Inc.
+3.3%
+$714.28 
C Citigroup Inc.
+3.29%
+$1,022.87 
XLI Industrial Select Sector SPDR Fund
+3.23%
+$104.12 
GS The Goldman Sachs Group, Inc.
+3.23%
+$872.64 
IQLT iShares MSCI International Quality Factor ETF
+3.19%
+$5,382.78 
PCAR PACCAR Inc.
+3.16%
+$111.6 
EFA iShares MSCI EAFE ETF
+3.14%
+$43,675.9 
IAUM iShares Gold Trust Micro
+3.13%
+$39,616.8 
PHYS Sprott Physical Gold Trust
+3.07%
+$5,292 
PK Park Hotels & Resorts Inc.
+3.05%
+$14.45 
VTWO Vanguard Russell 2000 ETF
+3.04%
+$48,670.22 
ADNT Adient plc
+3.04%
+$111.54 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$263,530.78 
IWM iShares Russell 2000 ETF
+3%
+$57,003.18 
BIIB Biogen Inc.
+3%
+$431.42 
SPB Spectrum Brands Holdings Inc.
+2.99%
+$43.74 
TECH Bio-Techne Corporation
+2.99%
+$138.16 
LHX L3Harris Technologies, Inc.
+2.89%
+$210.34 
LGND Ligand Pharmaceuticals Inc.
+2.84%
+$246.93 
NRG NRG Energy, Inc.
+2.8%
+$493.48 
LSTR Landstar System Inc.
+2.8%
+$459 
MAGN Magnera Corporation
+2.79%
+$105.19 
MS Morgan Stanley
+2.79%
+$1,013.76 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$1,944.01 
IVZ Invesco Ltd.
+2.75%
+$336.73 
CARR Carrier Global Corporation
+2.74%
+$894.66 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$8,396.08 
NTRS Northern Trust Corporation
+2.7%
+$134.7 
CMG Chipotle Mexican Grill, Inc.
+2.7%
+$123 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.68%
+$856.25 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$19,387.85 
NVO Novo Nordisk A/S Sponsored ADR
+2.67%
+$545.02 
MAC The Macerich Company
+2.62%
+$109.44 
NDSN Nordson Corporation
+2.62%
+$94.9 
QRVO Qorvo Inc.
+2.62%
+$52.29 
CCK Crown Holdings Inc.
+2.61%
+$54.89 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$15,852.34 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.58%
+$19,683.75 
TT Trane Technologies plc
+2.58%
+$636.35 
DCH Dauch Corporation
+2.57%
+$134.69 
EMN Eastman Chemical Company
+2.52%
+$136.8 
OMC Omnicom Group Inc.
+2.5%
+$62.9 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$71.4 
DVA DaVita Inc.
+2.49%
+$113.62 
VB Vanguard Small-Cap ETF
+2.48%
+$348.88 
HDSN Hudson Technologies Inc.
+2.48%
+$44.28 
COF Capital One Financial Corporation
+2.45%
+$195.75 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.45%
+$3,375.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.43%
+$1,300.54 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$4,961.26 
VT Vanguard Total World Stock ETF
+2.43%
+$405.9 
HD The Home Depot, Inc.
+2.42%
+$626.53 
HSY The Hershey Company
+2.42%
+$136.96 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.41%
+$60,649.92 
BMY Bristol-Myers Squibb Company
+2.41%
+$184.92 
DFSI Dimensional International Sustainability Core 1 ETF
+2.4%
+$5,359.11 
CSCO Cisco Systems, Inc.
+2.4%
+$2,234.4 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$48,356.89 
LLY Eli Lilly and Company
+2.37%
+$188.72 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$5,881.96 
WAB Wabtec Corporation
+2.37%
+$340.48 
DFIV Dimensional International Value ETF
+2.37%
+$58,308.16 
LIVN LivaNova PLC
+2.34%
+$93.58 
SCHE Schwab Emerging Markets Equity ETF
+2.34%
+$252,678.9 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$4,880.53 
NVDA NVIDIA Corporation
+2.32%
+$14,520.27 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$13,631.37 
IWN iShares Russell 2000 Value ETF
+2.29%
+$3,828.44 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+2.29%
+$4.56 
ENLV Enlivex Therapeutics Ltd.
+2.29%
+$2.31 
PFE Pfizer Inc.
+2.29%
+$202.41 
LOW Lowe's Companies Inc.
+2.25%
+$1,506.6 
APH Amphenol Corporation
+2.24%
+$1,003.5 
PRG Prog Holdings Inc.
+2.24%
+$279.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$3,862.46 
CVS CVS Health Corporation
+2.23%
+$515.66 
FLJH Franklin FTSE Japan Hedged ETF
+2.22%
+$55.01 
CSX CSX Corporation
+2.2%
+$62.22 
DASH DoorDash, Inc.
+2.19%
+$99.3 
LULU lululemon athletica inc.
+2.18%
+$33.73 
FV First Trust Dorsey Wright Focus 5 ETF
+2.16%
+$618.58 
NEU NewMarket Corporation
+2.16%
+$71.12 
LII Lennox International Inc.
+2.12%
+$64.23 
HBAN Huntington Bancshares Incorporated
+2.11%
+$443.04 
MLM Martin Marietta Materials, Inc.
+2.1%
+$150.93 
IWS iShares Russell Mid-Cap Value ETF
+2.06%
+$14,113.32 
SHOP Shopify Inc.
+2.06%
+$245.3 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.06%
+$127.75 
BBY Best Buy Co., Inc.
+2%
+$45.3 
IWD iShares Russell 1000 Value ETF
+1.98%
+$140,438.12 
QDF FlexShares Quality Dividend Index Fund
+1.97%
+$1,331.1 
DFUS Dimensional U.S. Equity Market ETF
+1.96%
+$36,048.01 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$45,304.65 
GM General Motors Company
+1.93%
+$140.76 
DIS The Walt Disney Company
+1.92%
+$253.93 
DFUV Dimensional US Marketwide Value ETF
+1.91%
+$18,213.12 
EXP Eagle Materials Inc.
+1.91%
+$97.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$356.36 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+1.89%
+$439.81 
GBCI Glacier Bancorp Inc.
+1.88%
+$66.6 
PZZA Papa John's International, Inc.
+1.86%
+$67.26 
AME Ametek Inc.
+1.86%
+$300.76 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$51,136.7 
SCHY Schwab International Dividend Equity ETF
+1.85%
+$3,458.74 
VO Vanguard Mid-Cap ETF
+1.85%
+$34.44 
AKAM Akamai Technologies Inc.
+1.83%
+$73.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$7,847.44 
DWX SPDR S&P International Dividend ETF
+1.82%
+$41,414.35 
SCHK Schwab 1000 Index ETF
+1.82%
+$21,076.92 
NOC Northrop Grumman Corporation
+1.8%
+$264.19 
ARR Armour Residential REIT Inc.
+1.78%
+$117 
IJS iShares S&P Small-Cap 600 Value ETF
+1.78%
+$401 
WBS Webster Financial Corporation
+1.75%
+$323.82 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.75%
+$823.44 
LKQ LKQ Corporation
+1.75%
+$126.38 
QUAL iShares MSCI USA Quality Factor ETF
+1.75%
+$93,555.07 
IWB iShares Russell 1000 ETF
+1.75%
+$54,310.49 
IVV iShares Core S&P 500 ETF
+1.74%
+$240,104.99 
AXP American Express Company
+1.74%
+$174.72 
DFSU Dimensional US Sustainability Core 1 ETF
+1.74%
+$3,740.53 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.72%
+$14,465.52 
MICC The Magnum Ice Cream Company N.V.
+1.72%
+$31.11 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$92.79 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$140,449.19 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$25,556.42 
VOO Vanguard S&P 500 ETF
+1.7%
+$4,816.65 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.7%
+$105.75 
VONE Vanguard Russell 1000 ETF
+1.69%
+$7,200.2 
AUB Atlantic Union Bankshares Corporation
+1.69%
+$159.16 
VTV Vanguard Value ETF
+1.68%
+$99,812 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$176 
MTB M&T Bank Corporation
+1.67%
+$193.96 
TTC The Toro Company
+1.67%
+$42.56 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$3,556 
VOYA Voya Financial Inc.
+1.65%
+$45.57 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$2,187.91 
SAM The Boston Beer Company Inc.
+1.6%
+$31.13 
FNDB Schwab Fundamental U.S. Broad Market ETF
+1.59%
+$22,165.4 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.56%
+$1,083.42 
IRM Iron Mountain Inc.
+1.56%
+$180.48 
VSNT Versant Media Group, Inc.
+1.52%
+$3.6 
KROS Keros Therapeutics Inc.
+1.51%
+$8.4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$113,107.87 
MRK Merck & Co., Inc.
+1.45%
+$461.91 
JPM JPMorgan Chase & Co.
+1.43%
+$1,810.45 
DE Deere & Company
+1.42%
+$39.83 
AMZN Amazon.com Inc
+1.4%
+$17,568.4 
USB U.S. Bancorp
+1.4%
+$76.32 
RPRX Royalty Pharma plc
+1.39%
+$240.92 
BFAM Bright Horizons Family Solutions Inc.
+1.35%
+$22.62 
STT State Street Corp
+1.34%
+$257.63 
JXN Jackson Financial Inc.
+1.32%
+$66.27 
PHIN Phinia Inc.
+1.31%
+$12.66 
CM Canadian Imperial Bank of Commerce
+1.31%
+$288 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$7,074.52 
QDEF FlexShares Quality Dividend Defensive Index Fund
+1.28%
+$4,135.36 
LIN Linde plc
+1.27%
+$226.45 
YUM Yum! Brands, Inc.
+1.27%
+$1,311.36 
IVR Invesco Mortgage Capital Inc.
+1.27%
+$25.7 
FITB Fifth Third Bancorp
+1.25%
+$346.5 
UBER Uber Technologies, Inc.
+1.25%
+$53.32 
GEHC GE HealthCare Technologies Inc.
+1.25%
+$23.05 
VGLT Vanguard Long-Term Treasury Fund
+1.24%
+$94,190.85 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.24%
+$18,568.64 
SRRK Scholar Rock Holding Corporation
+1.23%
+$138.24 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$24,322.42 
VHT Vanguard Health Care ETF
+1.21%
+$34.5 
BLV Vanguard Long-Term Bond ETF
+1.2%
+$22 
CRF Cornerstone Total Return Fund, Inc.
+1.2%
+$226.19 
AAPL Apple Inc.
+1.19%
+$19,895.22 
IVE ISHARES S&P 500 VALUE ETF
+1.18%
+$297.92 
BAX Baxter International Inc.
+1.18%
+$36 
FSLY Fastly, Inc.
+1.18%
+$27.94 
PLD Prologis Inc.
+1.12%
+$36.08 
ALSN Allison Transmission Holdings Inc.
+1.11%
+$34.02 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.1%
+$46,753.08 
UHAL U-Haul Holding Company
+1.1%
+$2.01 
IBM International Business Machines Corporation
+1.09%
+$673.48 
NEOG Neogen Corporation
+1.09%
+$90.6 
CHTR Charter Communications Inc
+1.07%
+$44.1 
BTU Peabody Energy Corporation
+1.07%
+$63.28 
TRN Trinity Industries Inc.
+1.04%
+$31.15 
BAC Bank of America Corporation
+1.01%
+$456.5 
XLC Communication Services Select Sector SPDR Fund
+1%
+$309.69 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1%
+$1,940.48 
HLT Hilton Worldwide Holdings Inc.
+0.99%
+$141.12 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.97%
+$211 
IEX IDEX Corporation
+0.97%
+$91.3 
EXPD Expeditors International of Washington, Inc.
+0.96%
+$266.17 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$1,408.73 
FNB F.N.B. Corporation
+0.94%
+$111.18 
MMM 3M Company
+0.94%
+$107.31 
HCA HCA Healthcare Inc.
+0.93%
+$480.24 
MCD McDonald's Corporation
+0.93%
+$63.12 
CTAS Cintas Corporation
+0.92%
+$86.32 
ARE Alexandria Real Estate Equities, Inc.
+0.92%
+$43.2 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$51,526.39 
BXP Boston Properties, Inc.
+0.9%
+$28.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$969.18 
DXCM DexCom, Inc.
+0.9%
+$26.8 
FHN First Horizon Corporation
+0.89%
+$136.62 
OTIS Otis Worldwide Corporation
+0.89%
+$122.76 
RYN Rayonier Inc.
+0.87%
+$13.68 
NAPR Innovator Growth 100 Power Buffer Fund
+0.82%
+$248.78 
MFA MFA Financial Inc.
+0.81%
+$15.15 
RNR Renaissancere Holdings Ltd.
+0.8%
+$35.55 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$81.55 
FBNC First Bancorp, Inc.
+0.79%
+$24 
WSBC WesBanco Inc.
+0.77%
+$30.8 
FAST Fastenal Co.
+0.76%
+$51.8 
PSA Public Storage Common Stock
+0.76%
+$31.85 
APD Air Products and Chemicals, Inc.
+0.74%
+$30.9 
BKR Baker Hughes Company
+0.73%
+$272.32 
WY Weyerhaeuser Company
+0.72%
+$24.68 
LINE Lineage, Inc.
+0.72%
+$20.8 
FR First Industrial Realty Trust Inc.
+0.72%
+$77.4 
SMP Standard Motor Products Inc.
+0.69%
+$21.6 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.68%
+$7,375 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$30.8 
SPG Simon Property Group, Inc.
+0.66%
+$32.2 
DVY iShares Select Dividend ETF
+0.64%
+$3,650.01 
MKL Markel Group Inc.
+0.63%
+$22.99 
EXR Extra Space Storage Inc.
+0.63%
+$36.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$130.15 
FE FirstEnergy Corp.
+0.61%
+$18.81 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$20,040.35 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$6,240.08 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$25,380.57 
ISHG iShares 3 Year International Treasury Bond ETF
+0.57%
+$5,805.5 
PCG PG&E Corporation
+0.57%
+$23.66 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.55%
+$86.97 
GOOG Alphabet Inc
+0.54%
+$5,717.07 
ORC Orchid Island Capital Inc.
+0.53%
+$10.12 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$37.41 
ABT Abbott Laboratories
+0.49%
+$34.32 
MTD Mettler-Toledo International Inc.
+0.48%
+$38.5 
WFC Wells Fargo & Company
+0.48%
+$132.72 
EQIX Equinix, Inc.
+0.47%
+$63.83 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$4.18 
CNO CNO Financial Group Inc.
+0.41%
+$52.27 
MTN Vail Resorts, Inc.
+0.39%
+$6.89 
SCHP Schwab U.S. TIPS ETF
+0.38%
+$12,283.2 
BGS B&G Foods Inc.
+0.37%
+$7.37 
AMTM Amentum Holdings, Inc.
+0.36%
+$1.84 
KRC Kilroy Realty Corporation
+0.36%
+$12.6 
VZ Verizon Communications Inc.
+0.36%
+$56.61 
TMUS T-Mobile US, Inc.
+0.36%
+$47.57 
CUBE CubeSmart
+0.36%
+$22.95 
TIP iShares TIPS Bond ETF
+0.35%
+$708.01 
STZ Constellation Brands, Inc.
+0.33%
+$13.63 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$10.75 
HFWA Heritage Financial Corporation
+0.31%
+$13.41 
AGZ iShares Agency Bond ETF
+0.31%
+$3.36 
HMN Horace Mann Educators Corp.
+0.31%
+$35.25 
MPT Medical Properties Trust, Inc.
+0.3%
+$11.09 
AIG American International Group Inc.
+0.29%
+$38.06 
MTCH Match Group, Inc.
+0.28%
+$15.39 
IDXX IDEXX Laboratories, Inc.
+0.28%
+$32.13 
BHF Brighthouse Financial Inc.
+0.27%
+$8.33 
FCNCA First Citizens BancShares, Inc.
+0.25%
+$15.69 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$624.72 
TAP Molson Coors Beverage Company
+0.24%
+$7 
MUB iShares National Muni Bond ETF
+0.23%
+$169.75 
TRV The Travelers Companies, Inc.
+0.21%
+$58.24 
TXG 10x Genomics Inc.
+0.21%
+$13.02 
KVUE Kenvue Inc.
+0.19%
+$4.94 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$11,924.24 
XEL Xcel Energy Inc.
+0.19%
+$13.78 
FVR FrontView REIT Inc.
+0.18%
+$12.18 
WPC W. P. Carey Inc.
+0.17%
+$4.16 
GOOGL Alphabet Inc
+0.16%
+$997.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$3,029.92 
WST West Pharmaceutical Services, Inc.
+0.15%
+$20 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$1,940.6 
VIRT Virtu Financial, Inc.
+0.14%
+$18.3 
HAL Halliburton Company
+0.13%
+$24.4 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$92.82 
ABBV AbbVie Inc.
+0.11%
+$18.75 
SCI Service Corporation International
+0.11%
+$8.24 
NDAQ Nasdaq, Inc.
+0.09%
+$7.44 
JNJ Johnson & Johnson
+0.09%
+$95.55 
MDT Medtronic plc
+0.05%
+$6.48 
EVRG Evergy Inc.
+0.05%
+$12.48 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$938.3 
BFHIV Bread Financial Holdings, Inc.
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BLL Ball Corp
0%
$0 
CHCT Community Healthcare Trust Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNX
0%
$0 
COO
0%
$0 
EQT
0%
$0 
FFWM First Foundation Inc.
0%
$0 
HMST HomeStreet Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
JCI
0%
$0 
JW-A John Wiley & Sons, Inc.
0%
$0 
L
0%
$0 
MMKT Texas Capital Government Money Market Fund
0%
+$0.03 
PKI PerkinElmer, Inc.
0%
$0 
Q
0%
$0 
SIRI
0%
$0 
SNOW
0%
$0 
SSB
0%
$0 
VTEI
0%
$0 
XPO
0%
$0 
OXM Oxford Industries Inc.
-17.42%
-$467.48 
ORCL Oracle Corporation
-8.46%
-$46,335.17 
GDDY Godaddy Inc.
-6.49%
-$364.7 
ADBE Adobe Inc.
-6.23%
-$130.77 
CSGP CoStar Group, Inc.
-4.31%
-$144.55 
AR Antero Resources Corporation
-4.05%
-$336.69 
EFX Equifax Inc.
-4%
-$106.24 
IT Gartner Inc.
-3.96%
-$208.76 
TITN Titan Machinery Inc.
-3.91%
-$108.42 
EMBC Embecta Corp.
-3.89%
-$1.87 
COP ConocoPhillips
-3.69%
-$451.86 
PBF PBF Energy Inc.
-3.61%
-$319.28 
TRU TransUnion
-3.16%
-$218.79 
CHE Chemed Corporation
-3%
-$65.2 
PBH Prestige Consumer Healthcare Inc.
-2.93%
-$50.4 
PAYC Paycom Software, Inc.
-2.92%
-$27.93 
APP AppLovin Corporation Class A Common Stock
-2.9%
-$7,848.51 
LYB LyondellBasell Industries N.V.
-2.87%
-$123.42 
ADM Archer-Daniels-Midland Co
-2.79%
-$88.53 
NOW ServiceNow, Inc.
-2.77%
-$279.3 
SPGI S&P Global Inc.
-2.75%
-$351.3 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-2.72%
-$3,708.18 
XOM Exxon Mobil Corporation
-2.61%
-$3,548.79 
FANG Diamondback Energy Inc
-2.51%
-$300.73 
MO Altria Group, Inc.
-2.37%
-$173.5 
AMR Alpha Metallurgical Resources, Inc.
-2.33%
-$90.6 
ADP Automatic Data Processing Inc.
-2.23%
-$1,205.1 
BG Bunge Global S.A.
-2.21%
-$158.76 
DOW Dow Inc.
-2.16%
-$164.28 
CTRE CareTrust REIT Inc.
-2.16%
-$80.69 
CRM Salesforce Inc
-2.14%
-$1,134.6 
MSCI MSCI Inc.
-2.05%
-$87.22 
CBOE Cboe Global Markets Inc.
-2.02%
-$218.52 
CVX Chevron Corporation
-2.01%
-$416.38 
ENTA Enanta Pharmaceuticals Inc.
-1.92%
-$81.9 
TTD The Trade Desk, Inc. Class A
-1.89%
-$48.18 
A Agilent Technologies Inc.
-1.85%
-$861.32 
MSFT Microsoft Corp.
-1.85%
-$23,644.92 
CRK Comstock Resources Inc.
-1.79%
-$63.6 
RDN Radian Group Inc.
-1.77%
-$87.94 
RSG Republic Services, Inc.
-1.69%
-$61.2 
ALL Allstate Corporation
-1.69%
-$468.72 
DOMO Illinois Housing Development Authority Revenue Bonds Series A2 Refunding 3% due 08/01/2023
-1.66%
-$28.3 
PAYX Paychex Inc.
-1.64%
-$140.67 
SBAC SBA Communications Corporation
-1.6%
-$39.72 
ACN Accenture plc Class A
-1.58%
-$483.3 
EXE Expand Energy Corporation
-1.56%
-$278.76 
DINO HF Sinclair Corporation
-1.5%
-$385.84 
FIS Fidelity National Information Services, Inc.
-1.46%
-$58.14 
AMT American Tower Corporation
-1.42%
-$120.12 
ESS Essex Property Trust, Inc.
-1.41%
-$52.26 
BR Broadridge Financial Solutions, Inc.
-1.39%
-$24.48 
KMI Kinder Morgan, Inc.
-1.38%
-$87.12 
ROL Rollins, Inc.
-1.34%
-$104.32 
DHR Danaher Corporation
-1.3%
-$364.14 
KNTK Kinetik Holdings Inc.
-1.26%
-$29.4 
CTSH Cognizant Technology Solutions Corporation
-1.25%
-$102.56 
PINS Pinterest, Inc. Class A
-1.24%
-$45.63 
EQR Equity Residential
-1.23%
-$49.8 
MAA Mid-America Apartment Communities, Inc.
-1.19%
-$26.64 
KO The Coca-Cola Company
-1.18%
-$564.4 
MQ Marqeta, Inc. Class A
-1.18%
-$23.27 
CCI Crown Castle Inc.
-1.15%
-$32.1 
VEEV Veeva Systems Inc.
-1.14%
-$31.62 
V Visa Inc. Class A
-1.1%
-$1,434.68 
MPC Marathon Petroleum Corporation
-1.07%
-$699.69 
GNW Genworth Financial Inc.
-1.06%
-$51.11 
ICE Intercontinental Exchange, Inc.
-1.05%
-$137.64 
PM Philip Morris International Inc.
-1.04%
-$366.72 
AVB AvalonBay Communities, Inc.
-1%
-$29.84 
CPRT Copart Inc.
-0.99%
-$28.52 
CSR Centerspace Inc.
-0.97%
-$27.36 
NFLX Netflix, Inc.
-0.96%
-$687.3 
ZBH Zimmer Biomet Holdings, Inc.
-0.95%
-$79.8 
IQV IQVIA Holdings Inc.
-0.95%
-$119.37 
VICI Vici Properties Inc.
-0.95%
-$32.67 
MDU MDU Resources Group, Inc.
-0.95%
-$12.4 
SNPS Synopsys, Inc.
-0.94%
-$99.13 
HP Helmerich & Payne Inc.
-0.93%
-$53.66 
FCBC First Community Bankshares Inc.
-0.9%
-$830 
VTR Ventas Inc.
-0.88%
-$74 
ED Consolidated Edison, Inc.
-0.87%
-$520.76 
AZO AutoZone Inc.
-0.83%
-$77.52 
HQY HealthEquity Inc.
-0.81%
-$137.75 
ATO Atmos Energy Corporation
-0.77%
-$59.8 
CB Chubb Limited
-0.76%
-$98.47 
RPD Rapid7 Inc.
-0.76%
-$13.09 
COST Costco Wholesale Corporation
-0.74%
-$592.92 
ES Eversource Energy
-0.74%
-$93.22 
INVH Invitation Homes Inc.
-0.74%
-$606.1 
SCHW Charles Schwab Corporation
-0.73%
-$96.2 
DUK Duke Energy Corporation
-0.67%
-$91.02 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.66%
-$1,171.95 
SEIC SEI Investments Company
-0.65%
-$19.14 
SSNC SS&C Technologies Holdings Inc.
-0.65%
-$38.28 
MKC McCormick & Company, Incorporated
-0.62%
-$9.3 
JKE iShares Morningstar Large-Cap Growth ETF
-0.61%
-$4,228 
PATH Uipath Inc.
-0.6%
-$13.32 
GPRE Green Plains Inc.
-0.6%
-$41.85 
PNW Pinnacle West Capital Corporation
-0.58%
-$61.2 
LKFN Lakeland Financial Corporation
-0.57%
-$17.5 
WMB The Williams Companies, Inc.
-0.57%
-$43.46 
BRO Brown & Brown Inc.
-0.56%
-$49.98 
META Meta Platforms Inc Class A
-0.55%
-$1,055.43 
AGO Assured Guaranty Ltd.
-0.54%
-$46.74 
YUMC Yum China Holdings Inc.
-0.53%
-$156.86 
JBSS John B. Sanfilippo & Son, Inc.
-0.47%
-$11.47 
UNH UnitedHealth Group Incorporated
-0.47%
-$184.32 
ORLY O'Reilly Automotive Inc.
-0.46%
-$62.25 
WAT Waters Corporation
-0.45%
-$21.45 
T AT&T Inc.
-0.43%
-$279.9 
PEP PepsiCo, Inc.
-0.42%
-$85.2 
BDX Becton, Dickinson and Company
-0.41%
-$68.32 
PG Procter & Gamble Co
-0.41%
-$533.21 
CI The Cigna Group
-0.41%
-$14.52 
UL Unilever PLC Sponsored American Depositary Receipt
-0.41%
-$109.2 
SHEL Shell plc
-0.41%
-$213.85 
ETR Entergy Corporation
-0.39%
-$31.82 
AEE Ameren Corporation
-0.38%
-$5.39 
EPAM Epam Systems Inc.
-0.38%
-$9.23 
MAT Mattel Inc.
-0.37%
-$3.13 
CME CME Group Inc.
-0.35%
-$40.92 
WU Western Union Co.
-0.34%
-$12.22 
AMH American Homes 4 Rent
-0.33%
-$146.52 
JKD iShares Morningstar Large-Cap ETF
-0.33%
-$2,437.18 
CDNS Cadence Design Systems, Inc.
-0.28%
-$38.34 
EW Edwards Lifesciences Corporation
-0.27%
-$35.65 
STNG Scorpio Tankers Inc.
-0.26%
-$10.4 
RF-PF Regions Financial Corporation
-0.24%
-$23.46 
ACGL Arch Capital Group Ltd
-0.23%
-$14.84 
KD Kyndryl Holdings Inc.
-0.22%
-$0.72 
CP Canadian Pacific Kansas City Limited
-0.22%
-$25.16 
NFG National Fuel Gas Company
-0.19%
-$11.1 
SRG Seritage Growth Properties
-0.19%
-$166.46 
WMT Walmart Inc.
-0.14%
-$253.57 
WELL Welltower Inc.
-0.14%
-$24.3 
HIW Highwoods Properties, Inc.
-0.13%
-$5.36 
NEE NextEra Energy, Inc.
-0.11%
-$15.01 
TJX The TJX Companies, Inc.
-0.11%
-$20.16 
IBMO iShares iBonds Dec 2026 Term ETF
-0.1%
-$437.77 
BMRC Bank of Marin Bancorp
-0.1%
-$4.62 
AEP American Electric Power Company, Inc.
-0.05%
-$4.02 
O Realty Income Corporation
-0.01%
-$0.69 
PMMF iShares Prime Money Market ETF
-0.01%
-$0.96 
BRK-B Berkshire Hathaway Inc.
0%
-$3.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3675 | Longs Won 1985/3675 54% | Profit Factor 12.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,229.06 |
| Average Win $41,621.21 | Best Trade (Jun 11) $6.08M | Sharpe Ratio -10.44 |
| Average Loss -$3,923.84 | Worst Trade (Jun 30) -$507,366.99 | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 6d | Expectancy $20,676.68 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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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Option values are updated at end of day.
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