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:
48.27%
Gain +0.32%
Monthly
0.7%
Yearly
8.79%
Drawdown
14.33%
$257.62M
Equity
Holdings
$257.62M
Investment
$186.1M
$74.47M
Profit +$639,055.42
Realized
$2.94M
Unrealized
$71.52M
Dividends
$20.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$639,055.42
Win %
81%
This Week
Compared To Last Week
Gain
0.25%
Profit
$639,055.42
Win %
81%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.71M
Win %
81%
This Year
Compared to last year
Gain
8.18%
Profit
$19.48M
Win %
81%
EMBC Embecta Corp.
+5.85%
+$2.85 
MRVL Marvell Technology, Inc.
+3.32%
+$400.64 
PAGS PagSeguro Digital Ltd.
+2.77%
+$108.5 
SNDK SanDisk Corporation
+2.67%
+$252.91 
USNA Usana Health Sciences, Inc.
+2.66%
+$107.88 
DASH DoorDash, Inc.
+2.65%
+$146.4 
LYB LyondellBasell Industries N.V.
+2.64%
+$102.96 
URBN Urban Outfitters Inc.
+2.54%
+$138.75 
AKAM Akamai Technologies Inc.
+2.45%
+$91.14 
AMTM Amentum Holdings, Inc.
+2.32%
+$11.04 
BTU Peabody Energy Corporation
+2.23%
+$113 
MSFT Microsoft Corp.
+2.15%
+$27,247.99 
INTC Intel Corporation
+2.12%
+$745.38 
DINO HF Sinclair Corporation
+2.05%
+$662.48 
SNOW Snowflake Inc.
+2.02%
+$70.72 
GEV GE Vernova Inc.
+2.02%
+$768.24 
AVGO Broadcom Inc.
+1.98%
+$4,383.35 
STNG Scorpio Tankers Inc.
+1.95%
+$77.48 
MU Micron Technology, Inc.
+1.95%
+$1,452.88 
EL The Estée Lauder Companies Inc. Class A
+1.84%
+$55.87 
CRM Salesforce Inc
+1.77%
+$936.2 
CBOE Cboe Global Markets Inc.
+1.76%
+$172.8 
PBF PBF Energy Inc.
+1.75%
+$228.8 
VIRT Virtu Financial, Inc.
+1.71%
+$231.8 
HUN Huntsman Corporation
+1.7%
+$50.2 
EFX Equifax Inc.
+1.69%
+$48 
TMUS T-Mobile US, Inc.
+1.67%
+$227.91 
TAP Molson Coors Beverage Company
+1.66%
+$47.6 
KNTK Kinetik Holdings Inc.
+1.65%
+$40.67 
VST Vistra Corp
+1.64%
+$379.95 
PZZA Papa John's International, Inc.
+1.58%
+$59.28 
AMD Advanced Micro Devices, Inc.
+1.57%
+$1,163.69 
ALL Allstate Corporation
+1.53%
+$474.92 
GOOG Alphabet Inc
+1.52%
+$15,797.25 
GOOGL Alphabet Inc
+1.5%
+$8,978.4 
DOW Dow Inc.
+1.5%
+$99.9 
NOW ServiceNow, Inc.
+1.41%
+$138.7 
ICE Intercontinental Exchange, Inc.
+1.37%
+$178.56 
ALGT Allegiant Travel Company
+1.26%
+$50.8 
NEU NewMarket Corporation
+1.24%
+$38.32 
CVX Chevron Corporation
+1.24%
+$253.97 
HQY HealthEquity Inc.
+1.24%
+$229.9 
BFAM Bright Horizons Family Solutions Inc.
+1.21%
+$24.18 
PAYC Paycom Software, Inc.
+1.2%
+$12.39 
NRG NRG Energy, Inc.
+1.14%
+$214.62 
BG Bunge Global S.A.
+1.12%
+$75.04 
STZ Constellation Brands, Inc.
+1.12%
+$43.21 
AMZN Amazon.com Inc
+1.12%
+$14,517.65 
WMB The Williams Companies, Inc.
+1.06%
+$82.68 
MKC McCormick & Company, Incorporated
+1.04%
+$16.2 
VEEV Veeva Systems Inc.
+1.04%
+$34.51 
ABT Abbott Laboratories
+1.03%
+$81.12 
SAM The Boston Beer Company Inc.
+1%
+$19.69 
PBH Prestige Consumer Healthcare Inc.
+0.98%
+$17.15 
SCHW Charles Schwab Corporation
+0.96%
+$145.04 
EPAM Epam Systems Inc.
+0.9%
+$20.8 
CI The Cigna Group
+0.89%
+$29.88 
KMI Kinder Morgan, Inc.
+0.87%
+$55.44 
MPC Marathon Petroleum Corporation
+0.87%
+$674.79 
FIS Fidelity National Information Services, Inc.
+0.86%
+$36.72 
COP ConocoPhillips
+0.85%
+$98.94 
ACN Accenture plc Class A
+0.81%
+$207.64 
TJX The TJX Companies, Inc.
+0.8%
+$138.88 
OMC Omnicom Group Inc.
+0.78%
+$21.76 
SWKS Skyworks Solutions Inc.
+0.76%
+$18 
AIQ Global X Artificial Intelligence & Technology ETF
+0.75%
+$238.04 
SHOP Shopify Inc.
+0.74%
+$101.2 
VRT Vertiv Holdings Co
+0.73%
+$310.17 
FCX Freeport-McMoRan Inc.
+0.73%
+$58.65 
PRM Perimeter Solutions Inc.
+0.73%
+$111.5 
CHE Chemed Corporation
+0.72%
+$18.25 
PAYX Paychex Inc.
+0.71%
+$68.85 
KO The Coca-Cola Company
+0.69%
+$320.88 
XOM Exxon Mobil Corporation
+0.68%
+$903 
DUK Duke Energy Corporation
+0.67%
+$91.56 
HLT Hilton Worldwide Holdings Inc.
+0.66%
+$88.62 
WELL Welltower Inc.
+0.65%
+$128.79 
OXM Oxford Industries Inc.
+0.64%
+$16.12 
T AT&T Inc.
+0.64%
+$391.86 
PWR Quanta Services Inc.
+0.64%
+$141.05 
PCG PG&E Corporation
+0.64%
+$27.39 
IT Gartner Inc.
+0.62%
+$29.58 
MO Altria Group, Inc.
+0.61%
+$45 
KD Kyndryl Holdings Inc.
+0.58%
+$2.03 
MAA Mid-America Apartment Communities, Inc.
+0.56%
+$12 
V Visa Inc. Class A
+0.56%
+$810.03 
GD General Dynamics Corporation
+0.55%
+$127.26 
FRPT Freshpet Inc.
+0.55%
+$9.92 
LUV Southwest Airlines Co.
+0.54%
+$35.88 
AGO Assured Guaranty Ltd.
+0.53%
+$51.3 
GDDY Godaddy Inc.
+0.52%
+$34.3 
RTX RTX Corporation
+0.48%
+$275.28 
ACGL Arch Capital Group Ltd
+0.47%
+$33.12 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.46%
+$831.71 
NOC Northrop Grumman Corporation
+0.46%
+$64.53 
DAL Delta Air Lines, Inc.
+0.44%
+$69.56 
EEM iShares MSCI Emerging Markets ETF
+0.43%
+$7,858.62 
SIVR abrdn Physical Silver Shares ETF
+0.41%
+$3,147.54 
MQ Marqeta, Inc. Class A
+0.4%
+$9.05 
ETN Eaton Corporation plc
+0.35%
+$53.96 
APD Air Products and Chemicals, Inc.
+0.34%
+$15.15 
DD DuPont de Nemours, Inc.
+0.34%
+$10.88 
IRM Iron Mountain Inc.
+0.33%
+$38.54 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.32%
+$8,213.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$565.89 
ESS Essex Property Trust, Inc.
+0.31%
+$11.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$9,171.02 
FLJH Franklin FTSE Japan Hedged ETF
+0.29%
+$7.41 
LULU lululemon athletica inc.
+0.29%
+$4.42 
MKL Markel Group Inc.
+0.29%
+$11.42 
PTF Invesco Dorsey Wright Technology ETF
+0.29%
+$113.1 
DIOD Diodes Inc.
+0.29%
+$26 
XAR SPDR S&P Aerospace & Defense ETF
+0.29%
+$3,406.91 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$30,814.5 
AVAV AeroVironment Inc.
+0.28%
+$109.6 
NFG National Fuel Gas Company
+0.27%
+$16.28 
TTD The Trade Desk, Inc. Class A
+0.27%
+$6.6 
QRVO Qorvo Inc.
+0.26%
+$4.62 
NDAQ Nasdaq, Inc.
+0.25%
+$21.39 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+0.25%
+$347.1 
NXPI NXP Semiconductors N.V.
+0.24%
+$39.65 
NVDA NVIDIA Corporation
+0.23%
+$1,469.22 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.21%
+$1,629 
KVUE Kenvue Inc.
+0.21%
+$5.64 
BFH Bread Financial Holdings Inc.
+0.17%
+$10.2 
VSNT Versant Media Group, Inc.
+0.17%
+$0.36 
HSY The Hershey Company
+0.16%
+$8.96 
VTR Ventas Inc.
+0.16%
+$15 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$3,176.73 
IBM International Business Machines Corporation
+0.15%
+$74.58 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.15%
+$3.33 
LMT Lockheed Martin Corporation
+0.15%
+$12.32 
CRF Cornerstone Total Return Fund, Inc.
+0.14%
+$26.61 
YUMC Yum China Holdings Inc.
+0.14%
+$40.92 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$41.85 
HFWA Heritage Financial Corporation
+0.13%
+$5.96 
CVS CVS Health Corporation
+0.13%
+$33.04 
L Loews Corporation
+0.12%
+$8.68 
SEIC SEI Investments Company
+0.12%
+$3.96 
APGE Apogee Therapeutics Inc.
+0.11%
+$10.35 
MDT Medtronic plc
+0.11%
+$14.58 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$195.52 
CB Chubb Limited
+0.1%
+$14.43 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$663.55 
IVZ Invesco Ltd.
+0.1%
+$13.38 
GNW Genworth Financial Inc.
+0.1%
+$5.38 
NAPR Innovator Growth 100 Power Buffer Fund
+0.09%
+$28.66 
CSR Centerspace Inc.
+0.09%
+$2.4 
CAL Caleres Inc.
+0.08%
+$2.11 
PATH Uipath Inc.
+0.08%
+$2.05 
MTB M&T Bank Corporation
+0.08%
+$10.4 
JBSS John B. Sanfilippo & Son, Inc.
+0.08%
+$1.86 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$7.92 
BR Broadridge Financial Solutions, Inc.
+0.07%
+$1.32 
ALSN Allison Transmission Holdings Inc.
+0.06%
+$1.89 
TITN Titan Machinery Inc.
+0.05%
+$1.39 
STT State Street Corp
+0.04%
+$9.52 
OTIS Otis Worldwide Corporation
+0.04%
+$5.94 
SIRI Sirius XM Holdings Inc.
+0.03%
+$1.74 
CME CME Group Inc.
+0.02%
+$2.64 
FE FirstEnergy Corp.
+0.02%
+$0.66 
PMMF iShares Prime Money Market ETF
+0.02%
+$3.84 
TXN Texas Instruments Inc
+0.02%
+$0.95 
MMKT Texas Capital Government Money Market Fund
+0.01%
+$4.2 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$32.99 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
FFWM First Foundation Inc.
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
MPT Medical Properties Trust, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
SNEX StoneX Group Inc.
-31.34%
-$11,814.48 
HOLX Hologic Inc.
-12.87%
-$0.42 
GPRE Green Plains Inc.
-12.48%
-$1,116 
ESAB Esab Corporation
-7.56%
-$129.01 
SATS EchoStar Corporation
-5.92%
-$1,965.28 
CSL Carlisle Companies Inc.
-5.24%
-$216.96 
DIN Dine Brands Global Inc.
-4.71%
-$150.41 
ENTA Enanta Pharmaceuticals Inc.
-4.22%
-$211.12 
SRRK Scholar Rock Holding Corporation
-4.16%
-$563.2 
ORCL Oracle Corporation
-3.98%
-$13,681.6 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.88%
-$21,996 
UPS United Parcel Service, Inc.
-3.85%
-$797.28 
KNF Knife River Corporation
-3.84%
-$47.1 
CMG Chipotle Mexican Grill, Inc.
-3.8%
-$196.5 
RKT Rocket Companies, Inc. Class A
-3.78%
-$101.75 
PHIN Phinia Inc.
-3.68%
-$35.4 
RLAY Relay Therapeutics Inc.
-3.67%
-$509.54 
WHR Whirlpool Corporation
-3.48%
-$41.23 
LCID Lucid Group, Inc.
-3.4%
-$56.5 
CRK Comstock Resources Inc.
-3.37%
-$119.25 
RVTY Revvity Inc.
-3.37%
-$196.63 
RPM RPM International Inc.
-3.28%
-$103.5 
RS Reliance Inc.
-3.22%
-$459.36 
ILPT Industrial Logistics Properties Trust
-3.16%
-$193.76 
FSLR First Solar, Inc.
-3.15%
-$80.16 
SCVL Shoe Carnival Inc.
-3.13%
-$46.56 
WAT Waters Corporation
-3.1%
-$148.72 
LGND Ligand Pharmaceuticals Inc.
-3.1%
-$329 
DHI D.R. Horton, Inc.
-3.08%
-$708.4 
LINE Lineage, Inc.
-3.07%
-$89.05 
PRG Prog Holdings Inc.
-3.04%
-$486.45 
SRG Seritage Growth Properties
-3.03%
-$2,663.36 
EXPD Expeditors International of Washington, Inc.
-2.97%
-$917.67 
SWK Stanley Black & Decker Inc.
-2.96%
-$144.18 
TSLA Tesla, Inc.
-2.96%
-$732.55 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-2.94%
-$210 
BIIB Biogen Inc.
-2.93%
-$446.96 
CM Canadian Imperial Bank of Commerce
-2.84%
-$688 
PANW Palo Alto Networks, Inc.
-2.79%
-$781.56 
BXP Boston Properties, Inc.
-2.79%
-$95.55 
MTD Mettler-Toledo International Inc.
-2.77%
-$253.75 
LLY Eli Lilly and Company
-2.73%
-$225.47 
NVS Novartis AG Sponsored ADR
-2.73%
-$869.4 
BGS B&G Foods Inc.
-2.69%
-$49.1 
FUL H.B. Fuller Co.
-2.69%
-$61.2 
ELAN Elanco Animal Health Incorporated
-2.67%
-$281.52 
KTB Kontoor Brands Inc.
-2.58%
-$117.13 
DCH Dauch Corporation
-2.57%
-$121.66 
TOL Toll Brothers Inc
-2.53%
-$164.26 
NEOG Neogen Corporation
-2.53%
-$235.56 
CARR Carrier Global Corporation
-2.49%
-$822.51 
RYN Rayonier Inc.
-2.48%
-$41.04 
WU Western Union Co.
-2.48%
-$107.58 
IVR Invesco Mortgage Capital Inc.
-2.47%
-$51.4 
TKR Timken Co.
-2.47%
-$115.6 
MRK Merck & Co., Inc.
-2.42%
-$825.03 
KLAC KLA Corporation
-2.42%
-$4,068.5 
FBIN Fortune Brands Innovations Inc.
-2.41%
-$76.88 
BAX Baxter International Inc.
-2.39%
-$81 
GBCI Glacier Bancorp Inc.
-2.37%
-$93.98 
SMG Scotts Miracle-Gro Co.
-2.37%
-$50.4 
PTLO Portillo's Inc.
-2.35%
-$71.94 
BDX Becton, Dickinson and Company
-2.33%
-$413.28 
GXO GXO Logistics Inc.
-2.31%
-$21.25 
PHM PulteGroup Inc.
-2.3%
-$156.6 
CCK Crown Holdings Inc.
-2.24%
-$57.86 
WSM Williams-Sonoma, Inc.
-2.22%
-$730.08 
CP Canadian Pacific Kansas City Limited
-2.19%
-$264.45 
WY Weyerhaeuser Company
-2.16%
-$74.73 
FCNCA First Citizens BancShares, Inc.
-2.16%
-$137.55 
GE General Electric Company
-2.16%
-$414.15 
AAPL Apple Inc.
-2.14%
-$40,876.55 
FNB F.N.B. Corporation
-2.14%
-$268.14 
BA Boeing Company
-2.13%
-$163.8 
MS Morgan Stanley
-2.12%
-$802.56 
JXN Jackson Financial Inc.
-2.1%
-$124.08 
LRCX Lam Research Corporation
-2.09%
-$588.6 
MBC MasterBrand, Inc.
-2.08%
-$11.16 
XPO XPO Inc.
-2.05%
-$74.97 
RPD Rapid7 Inc.
-2.05%
-$59.5 
ORC Orchid Island Capital Inc.
-2.04%
-$40.46 
EXP Eagle Materials Inc.
-2.02%
-$99.84 
UAA Under Armour Inc.
-2.02%
-$143.7 
SBAC SBA Communications Corporation
-2%
-$44.64 
PKG Packaging Corporation of America
-1.99%
-$190.24 
SMP Standard Motor Products, Inc.
-1.97%
-$60.8 
HMN Horace Mann Educators Corp.
-1.96%
-$242.05 
NFLX Netflix, Inc.
-1.96%
-$1,174.5 
WLY John Wiley & Sons Inc.
-1.94%
-$60.39 
GPC Genuine Parts Company
-1.94%
-$36.3 
LOW Lowe's Companies Inc.
-1.93%
-$1,246.2 
LII Lennox International Inc.
-1.9%
-$62.1 
DE Deere & Company
-1.88%
-$56.2 
CNX CNX Resources Corporation
-1.86%
-$164.92 
APO Apollo Global Management, Inc.
-1.85%
-$84.74 
LIVN LivaNova PLC
-1.85%
-$75.99 
CAT Caterpillar Inc.
-1.81%
-$271.66 
WMT Walmart Inc.
-1.79%
-$2,955.96 
ORLY O'Reilly Automotive Inc.
-1.77%
-$228 
AMT American Tower Corporation
-1.76%
-$132 
FVR FrontView REIT Inc.
-1.73%
-$132.24 
HD The Home Depot, Inc.
-1.72%
-$472.23 
AZO AutoZone Inc.
-1.72%
-$156.93 
J Jacobs Solutions Inc.
-1.72%
-$49.72 
RF Regions Financial Corporation
-1.71%
-$211.14 
MFA MFA Financial Inc.
-1.69%
-$32.32 
CHTR Charter Communications Inc
-1.68%
-$66.3 
PINS Pinterest, Inc. Class A
-1.68%
-$65.91 
LAUR Laureate Education Inc.
-1.67%
-$89.06 
JNJ Johnson & Johnson
-1.67%
-$1,920.09 
WST West Pharmaceutical Services, Inc.
-1.65%
-$236.8 
IEX IDEX Corporation
-1.65%
-$162.8 
AMCR Amcor plc
-1.62%
-$73.13 
F Ford Motor Company
-1.62%
-$107.18 
WAB Wabtec Corporation
-1.61%
-$236.88 
FAST Fastenal Co.
-1.6%
-$108.04 
MLM Martin Marietta Materials, Inc.
-1.59%
-$116.61 
SOFI SoFi Technologies, Inc.
-1.56%
-$88.56 
GNTX Gentex Corporation
-1.56%
-$60.8 
ZBH Zimmer Biomet Holdings, Inc.
-1.54%
-$133 
PLD Prologis Inc.
-1.52%
-$50.16 
KRC Kilroy Realty Corporation
-1.52%
-$54.9 
SNPS Synopsys, Inc.
-1.51%
-$133.86 
RPRX Royalty Pharma plc
-1.51%
-$278.96 
PCAR PACCAR Inc.
-1.48%
-$57.97 
AUB Atlantic Union Bankshares Corporation
-1.45%
-$150.66 
MAS Masco Corporation
-1.45%
-$94.62 
BKR Baker Hughes Company
-1.43%
-$473.6 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$337.96 
DKS Dick's Sporting Goods, Inc.
-1.4%
-$45.6 
BAC Bank of America Corporation
-1.39%
-$705.5 
WFC Wells Fargo & Company
-1.35%
-$396.48 
KNX Knight-Swift Transportation Holdings Inc.
-1.34%
-$31.93 
CMC Commercial Metals Company
-1.34%
-$44.5 
LKQ LKQ Corporation
-1.34%
-$96.56 
EXE Expand Energy Corporation
-1.34%
-$238.36 
DHR Danaher Corporation
-1.33%
-$416.16 
ROIV Roivant Sciences Ltd
-1.33%
-$110.86 
MLKN MillerKnoll, Inc.
-1.33%
-$58.87 
PNW Pinnacle West Capital Corporation
-1.33%
-$145.86 
HP Helmerich & Payne Inc.
-1.32%
-$66.15 
ECG Everus Construction Group, Inc.
-1.31%
-$26.1 
MRTN Marten Transport, Ltd.
-1.3%
-$67.85 
CTAS Cintas Corporation
-1.3%
-$137.8 
CHRW C.H. Robinson Worldwide, Inc.
-1.29%
-$315.9 
RDN Radian Group Inc.
-1.29%
-$72.93 
NDSN Nordson Corporation
-1.29%
-$48.62 
DIS The Walt Disney Company
-1.29%
-$168.84 
SHEL Shell plc
-1.28%
-$684.32 
FHN First Horizon Corporation
-1.28%
-$204.93 
MDU MDU Resources Group, Inc.
-1.28%
-$16.74 
MAC The Macerich Company
-1.27%
-$56.43 
Q Qnity Electronics Inc.
-1.27%
-$60.55 
ARR Armour Residential REIT Inc.
-1.26%
-$81.9 
CSX CSX Corporation
-1.26%
-$39.04 
DXCM DexCom, Inc.
-1.25%
-$38.4 
CCI Crown Castle Inc.
-1.25%
-$29.7 
VHT Vanguard Health Care ETF
-1.24%
-$37.6 
DVA DaVita Inc.
-1.21%
-$66.01 
PEP PepsiCo, Inc.
-1.21%
-$235.72 
FSLY Fastly, Inc.
-1.21%
-$31.75 
MTN Vail Resorts, Inc.
-1.2%
-$23.14 
PFE Pfizer Inc.
-1.2%
-$103.8 
TXG 10x Genomics Inc.
-1.19%
-$112.84 
ED Consolidated Edison, Inc.
-1.18%
-$731.28 
ETR Entergy Corporation
-1.17%
-$98.42 
OSK Oshkosh Corporation
-1.16%
-$38.18 
NKTX Nkarta Inc.
-1.15%
-$24.03 
IQV IQVIA Holdings Inc.
-1.14%
-$162.84 
BMRC Bank of Marin Bancorp
-1.14%
-$61.05 
VOYA Voya Financial Inc.
-1.12%
-$34.72 
MAT Mattel Inc.
-1.12%
-$9.12 
CSCO Cisco Systems, Inc.
-1.11%
-$972.16 
AMH American Homes 4 Rent
-1.09%
-$492.84 
BHF Brighthouse Financial Inc.
-1.07%
-$34.3 
PAVE Global X U.S. Infrastructure Development ETF
-1.07%
-$18 
UNH UnitedHealth Group Incorporated
-1.07%
-$435.84 
ADBE Adobe Inc.
-1.06%
-$22.59 
FITB Fifth Third Bancorp
-1.05%
-$320.25 
TRU TransUnion
-1.05%
-$85.68 
HIW Highwoods Properties, Inc.
-1.05%
-$46.9 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-1.05%
-$2.15 
CNO CNO Financial Group Inc.
-1.04%
-$142.8 
HBAN Huntington Bancshares Incorporated
-1.04%
-$237.12 
LKFN Lakeland Financial Corporation
-1.04%
-$32.5 
PEG Public Service Enterprise Group Incorporated
-1.03%
-$34.83 
EQT EQT Corporation
-1.03%
-$135.15 
NTRS Northern Trust Corporation
-1.03%
-$57 
AEE Ameren Corporation
-1.01%
-$14.69 
AR Antero Resources Corporation
-1.01%
-$79.22 
CTRE CareTrust REIT Inc.
-1%
-$42.57 
HDSN Hudson Technologies Inc.
-0.97%
-$19.68 
ALGN Align Technology, Inc.
-0.97%
-$29.07 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.96%
-$286.39 
AXP American Express Company
-0.96%
-$109.44 
FR First Industrial Realty Trust Inc.
-0.96%
-$113.52 
GS The Goldman Sachs Group, Inc.
-0.96%
-$275.13 
RGLD Royal Gold Inc.
-0.96%
-$39.82 
BMY Bristol-Myers Squibb Company
-0.95%
-$80.04 
DFAT Dimensional US Targeted Value ETF
-0.94%
-$2,095.5 
SCI Service Corporation International
-0.92%
-$74.16 
A Agilent Technologies Inc.
-0.91%
-$423.6 
WPC W. P. Carey Inc.
-0.91%
-$22.08 
NEE NextEra Energy, Inc.
-0.9%
-$126.4 
ODFL Old Dominion Freight Line, Inc.
-0.89%
-$79.04 
AIG American International Group Inc.
-0.87%
-$121.1 
TTC The Toro Company
-0.87%
-$22.96 
WBS Webster Financial Corporation
-0.87%
-$169.62 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.86%
-$617.46 
ENLV Enlivex Ltd.
-0.85%
-$0.4 
EW Edwards Lifesciences Corporation
-0.85%
-$113.15 
QCOM QUALCOMM Incorporated
-0.85%
-$32.12 
IQLT iShares MSCI International Quality Factor ETF
-0.85%
-$1,463.28 
IMVT Immunovant Inc.
-0.84%
-$82.28 
AEP American Electric Power Company, Inc.
-0.82%
-$73.03 
ROL Rollins, Inc.
-0.82%
-$60.31 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.81%
-$78.12 
MAGN Magnera Corporation Warrants
-0.81%
-$34.54 
O Realty Income Corporation
-0.81%
-$73.14 
RSG Republic Services, Inc.
-0.8%
-$30.26 
SCHY Schwab International Dividend Equity ETF
-0.8%
-$1,511.38 
TDG TransDigm Group Inc.
-0.8%
-$135.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.8%
-$19,480.5 
GILD Gilead Sciences Inc.
-0.8%
-$239.68 
PSA Public Storage Common Stock
-0.79%
-$32.63 
VCR Vanguard Consumer Discretionary ETF
-0.78%
-$2,476.59 
JCI Johnson Controls International plc
-0.78%
-$46.87 
ADI Analog Devices, Inc.
-0.77%
-$229.1 
DFIV Dimensional International Value ETF
-0.77%
-$19,511.68 
GNRC Generac Holdings Inc.
-0.77%
-$83 
DFAS Dimensional U.S. Small Cap ETF
-0.76%
-$1,667.18 
ES Eversource Energy
-0.76%
-$103.17 
EMN Eastman Chemical Company
-0.76%
-$39.52 
AME Ametek Inc.
-0.76%
-$130.67 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.76%
-$256.25 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.75%
-$180.25 
EFA iShares MSCI EAFE ETF
-0.74%
-$10,421.88 
BALL Ball Corp.
-0.73%
-$21.62 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$24.51 
IJS iShares S&P Small-Cap 600 Value ETF
-0.71%
-$165.87 
ADNT Adient plc
-0.71%
-$23.66 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$62,767.4 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$3,940.84 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$2,335.44 
CHCT Community Healthcare Trust Inc.
-0.69%
-$20.8 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.69%
-$997.36 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.69%
-$20,674.16 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$4,301.64 
HOOD Robinhood Markets, Inc.
-0.68%
-$121.04 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.68%
-$5,914.08 
VB Vanguard Small-Cap ETF
-0.68%
-$98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$33,298.56 
REGN Regeneron Pharmaceuticals, Inc.
-0.67%
-$40.86 
IWN iShares Russell 2000 Value ETF
-0.67%
-$1,178.59 
IWS iShares Russell Mid-Cap Value ETF
-0.67%
-$4,790.78 
TECH Bio-Techne Corporation
-0.67%
-$42.24 
NKE Nike, Inc. - Class B
-0.66%
-$172.84 
WSBC WesBanco Inc.
-0.66%
-$30.24 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.66%
-$9,864.59 
JPM JPMorgan Chase & Co.
-0.65%
-$916.53 
VYMI Vanguard International High Dividend Yield Index Fund
-0.65%
-$3,963.3 
HEI Heico Corporation
-0.65%
-$108.78 
VGLT Vanguard Long-Term Treasury Fund
-0.65%
-$48,839.42 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.65%
-$28,335.2 
SBUX Starbucks Corporation
-0.65%
-$187.68 
IDXX IDEXX Laboratories, Inc.
-0.64%
-$76.23 
BLV Vanguard Long-Term Bond ETF
-0.64%
-$11.61 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$1,352.39 
FNDF Schwab Fundamental International Large Company Index ETF
-0.63%
-$150,554.25 
UL Unilever PLC Sponsored American Depositary Receipt
-0.62%
-$177.45 
IVE ISHARES S&P 500 VALUE ETF
-0.61%
-$159.04 
COF Capital One Financial Corporation
-0.61%
-$56.7 
VTWO Vanguard Russell 2000 ETF
-0.61%
-$10,098.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$336.26 
EXR Extra Space Storage Inc.
-0.59%
-$34.32 
DVY iShares Select Dividend ETF
-0.59%
-$3,504 
BRO Brown & Brown Inc.
-0.59%
-$60.27 
FBNC First Bancorp, Inc.
-0.59%
-$19 
FCBC First Community Bankshares Inc.
-0.59%
-$549.87 
IWM iShares Russell 2000 ETF
-0.59%
-$11,642.96 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$33,849.45 
IRDM Iridium Communications Inc.
-0.58%
-$48.87 
DOMO Domo Inc. Class B Common Stock
-0.57%
-$11.32 
UHAL U-Haul Holding Company
-0.57%
-$1.23 
DWX SPDR S&P International Dividend ETF
-0.57%
-$13,264.92 
PG Procter & Gamble Co
-0.57%
-$736.95 
MSCI MSCI Inc.
-0.56%
-$24.85 
KEYS Keysight Technologies, Inc.
-0.56%
-$14.16 
NEM Newmont Corporation
-0.56%
-$88.5 
MCHP Microchip Technology Incorporated
-0.56%
-$51.3 
SCHF Schwab International Equity ETF
-0.56%
-$172,371.9 
MCHB Mechanics Bank
-0.55%
-$25.29 
SPGI S&P Global Inc.
-0.55%
-$74.7 
PII Polaris Inc.
-0.55%
-$77.2 
QDF FlexShares Quality Dividend Index Fund
-0.54%
-$383.67 
COST Costco Wholesale Corporation
-0.54%
-$410.67 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.53%
-$6,000 
SCHA Schwab U.S. Small-Cap ETF
-0.53%
-$6,788.48 
LHX L3Harris Technologies, Inc.
-0.52%
-$35.04 
EVRG Evergy Inc.
-0.5%
-$134.16 
IQDF FlexShares International Quality Dividend Index Fund
-0.5%
-$8,316.23 
C Citigroup Inc.
-0.49%
-$149.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.49%
-$534.72 
RNR Renaissancere Holdings Ltd.
-0.48%
-$23.25 
VYM Vanguard High Dividend Yield ETF
-0.47%
-$9,525.75 
DFSU Dimensional US Sustainability Core 1 ETF
-0.47%
-$1,048.31 
AEM Agnico Eagle Mines Limited
-0.46%
-$4,579.47 
MMM 3M Company
-0.46%
-$53.29 
APH Amphenol Corporation
-0.46%
-$207 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.45%
-$6,486.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.45%
-$627.95 
VTV Vanguard Value ETF
-0.45%
-$27,195.89 
ABBV AbbVie Inc.
-0.44%
-$83.25 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.44%
-$1,080.36 
CPRT Copart Inc.
-0.43%
-$11.04 
IWD iShares Russell 1000 Value ETF
-0.43%
-$32,246.56 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$894.42 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$23,451.81 
DFSI Dimensional International Sustainability Core 1 ETF
-0.42%
-$959.69 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.41%
-$33,042.75 
UBER Uber Technologies, Inc.
-0.4%
-$17.98 
VO Vanguard Mid-Cap ETF
-0.4%
-$7.68 
SYNA Synaptics Incorporated
-0.4%
-$21.15 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$5,155.84 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.39%
-$1,303.76 
TT Trane Technologies plc
-0.39%
-$100.1 
DFUV Dimensional US Marketwide Value ETF
-0.38%
-$3,749.76 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$6.96 
YUM Yum! Brands, Inc.
-0.37%
-$375.65 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$12,703.59 
AVB AvalonBay Communities, Inc.
-0.36%
-$11.04 
GM General Motors Company
-0.35%
-$24.84 
ARE Alexandria Real Estate Equities, Inc.
-0.34%
-$15.3 
CSGP CoStar Group, Inc.
-0.34%
-$9.8 
BBY Best Buy Co., Inc.
-0.33%
-$8.4 
VT Vanguard Total World Stock ETF
-0.32%
-$53.9 
FV First Trust Dorsey Wright Focus 5 ETF
-0.32%
-$88.22 
HAL Halliburton Company
-0.31%
-$53.68 
PDP Invesco Dorsey Wright Momentum ETF
-0.31%
-$103 
SPHQ Invesco S&P 500 Quality ETF
-0.29%
-$207.25 
CTSH Cognizant Technology Solutions Corporation
-0.29%
-$20.67 
EQR Equity Residential
-0.29%
-$12 
SYF Synchrony Financial
-0.28%
-$82.32 
VONE Vanguard Russell 1000 ETF
-0.28%
-$1,243.2 
KROS Keros Therapeutics Inc.
-0.28%
-$1.68 
MTCH Match Group, Inc.
-0.28%
-$17.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$12.88 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.27%
-$206.21 
PK Park Hotels & Resorts Inc.
-0.27%
-$1.36 
ADM Archer-Daniels-Midland Co
-0.27%
-$8.97 
MICC The Magnum Ice Cream Company N.V.
-0.27%
-$5.1 
EQIX Equinix, Inc.
-0.26%
-$34.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$54.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$8,906.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,785.75 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$11,008.44 
SCHB Schwab U.S. Broad Market ETF
-0.24%
-$6,883.8 
PHYS Sprott Physical Gold Trust
-0.23%
-$392 
LIN Linde plc
-0.23%
-$40.95 
SPB Spectrum Brands Holdings Inc.
-0.23%
-$3.6 
SPG Simon Property Group, Inc.
-0.22%
-$11.73 
CMCO Columbus McKinnon Corporation
-0.21%
-$3.99 
DFUS Dimensional U.S. Equity Market ETF
-0.21%
-$3,940.99 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$40.12 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.21%
-$13.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$911.25 
VZ Verizon Communications Inc.
-0.21%
-$29.97 
HCA HCA Healthcare Inc.
-0.2%
-$104.88 
TIP iShares TIPS Bond ETF
-0.2%
-$404.57 
ATO Atmos Energy Corporation
-0.2%
-$16.1 
SCHK Schwab 1000 Index ETF
-0.2%
-$2,323.44 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.19%
-$30.11 
SCHP Schwab U.S. TIPS ETF
-0.19%
-$6,141.6 
LSTR Landstar System Inc.
-0.18%
-$29.25 
IVV iShares Core S&P 500 ETF
-0.18%
-$25,691.19 
IBMO iShares iBonds Dec 2026 Term ETF
-0.18%
-$805.51 
IAUM iShares Gold Trust Micro
-0.17%
-$2,175.04 
ILCB iShares Morningstar U.S. Equity ETF
-0.17%
-$1,301.76 
IWB iShares Russell 1000 ETF
-0.17%
-$5,485.82 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$14,331.55 
MUB iShares National Muni Bond ETF
-0.17%
-$122.22 
COO The Cooper Companies, Inc.
-0.17%
-$3.36 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$251.84 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$2,473.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$3,029.96 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.16%
-$178.4 
URA Global X Uranium ETF
-0.15%
-$829.38 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.15%
-$114.24 
VOO Vanguard S&P 500 ETF
-0.14%
-$407.03 
PM Philip Morris International Inc.
-0.14%
-$49.92 
INVH Invitation Homes Inc.
-0.13%
-$110.2 
TRV The Travelers Companies, Inc.
-0.13%
-$43.68 
BNY BlackRock New York Municipal Income Trust
-0.13%
-$33.4 
XEL Xcel Energy Inc.
-0.13%
-$9.5 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$105.38 
ISHG iShares 3 Year International Treasury Bond ETF
-0.11%
-$1,161.1 
VICI Vici Properties Inc.
-0.11%
-$3.63 
ILCG iShares Morningstar Growth ETF
-0.1%
-$664.4 
FANG Diamondback Energy Inc
-0.08%
-$9.76 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$197.28 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$35.25 
SSNC SS&C Technologies Holdings Inc.
-0.07%
-$4.35 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$913.2 
CDNS Cadence Design Systems, Inc.
-0.06%
-$6.48 
TRN Trinity Industries Inc.
-0.06%
-$1.78 
MRSH Marsh & McLennan Companies, Inc.
-0.04%
-$3.44 
CMCSA Comcast Corp
-0.04%
-$1.54 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2,649.83 
SLM SLM Corporation
-0.04%
-$1.51 
AGZ iShares Agency Bond ETF
-0.04%
-$0.4 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.04%
-$7.66 
AMR Alpha Metallurgical Resources, Inc.
-0.03%
-$0.8 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$562.98 
MCD McDonald's Corporation
-0.03%
-$1.68 
META Meta Platforms Inc Class A
-0.03%
-$53.45 
ADP Automatic Data Processing Inc.
-0.01%
-$7.02 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3675 | Longs Won 1967/3675 53% | Profit Factor 11.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $182,144.2 |
| Average Win $41,463.51 | Best Trade (Jul 22) $5.96M | Sharpe Ratio -10.29 |
| Average Loss -$4,153.17 | Worst Trade (Jun 30) -$507,366.99 | Z-Score 3.75 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4d | Expectancy $20,262.61 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
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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FAQ
Which stocks have generated the highest profits for Bill McVay?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $2.61M, Schwab Fundamental International Large Company Index ETF - $2.31M, iShares Core MSCI EAFE ETF - $1.32M, Alphabet Inc - $1.13M, and Vanguard Value ETF - $1.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Long-Term Bond ETF - $374,427.14, iShares National Muni Bond ETF - $311,587.07, Vanguard Short-Term Bond ETF - $77,518.2, SPDR Portfolio Intermediate Term Corporate Bond ETF - $73,173.74, and iShares 20+ Year Treasury Bond ETF - $41,830.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bill McVay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.87M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $2.7M, Schwab Fundamental International Large Company Index ETF - $2.29M, Schwab Emerging Markets Equity ETF - $1.39M, Vanguard Long-Term Treasury Fund - $1.3M, and iShares Core MSCI EAFE ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill McVay's monthly returns?
Bill McVay's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bill McVay's strategy be considered aggressive or moderate?
Bill McVay's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bill McVay's strategy?
Bill McVay's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
