RR
rosemary richard Portfolio
Invests via WCG Wealth Advisors LLC | Managed by Jim Worden, Jimmy Lee, Talley Léger, Mark Senseman, Christopher T. Rand, Anthony Turcotte Jr., Brian Foley, Jason Lin, Paisley Nardini, Victor Orozco, William Tangog
Invests via WCG Wealth Advisors LLC
Managed by Jim Worden, Jimmy Lee, Talley Léger, Mark Senseman, Christopher T. Rand, Anthony Turcotte Jr., Brian Foley, Jason Lin, Paisley Nardini, Victor Orozco, William Tangog
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rosemary richard Profile
Rosemary Richard has made significant strides in the corporate sector, bringing a wealth of experience to her role as an executive leader. Her extensive background includes pivotal positions within prominent organizations, where she demonstrated exceptional skills in strategic planning and operations management. Known for driving efficiency and fostering innovation, she plays a crucial role in advancing business objectives while cultivating strong team dynamics. Rosemary's insights into market trends are invaluable, establishing her as a trusted voice among peers and stakeholders alike. With her profound understanding of competitive landscapes, she continuously influences positive growth trajectories across various sectors.
Rosemary Richard has made significant strides in the corporate sector, bringing a wealth of experience to her role as an executive leader. Her extensive background includes pivotal positions within prominent organizations, where she demonstrated exceptional skills in strategic planning and operations management. Known for driving efficiency and fostering innovation, she plays a crucial role in advancing business objectives while cultivating strong team dynamics. Rosemary's insights into market trends are invaluable, establishing her as a trusted voice among peers and stakeholders alike. With her profound understanding of competitive landscapes, she continuously influences positive growth trajectories across various sectors.
Investment Philosophy & Strategy
Market dynamics often dictate investment decisions, a perspective emphasized by Rosemary Richard. Her executive experience positions her uniquely to identify lucrative opportunities within evolving industries. Leveraging strategic foresight, she prioritizes operational efficiency and innovation-driven growth in portfolio initiatives. By maintaining a pulse on competitive trends, she navigates potential disruptions with agility while enhancing stakeholder engagement. This approach not only reflects adaptability but also fosters resilience in capital deployment strategies aimed at maximizing returns across diverse markets.
Market dynamics often dictate investment decisions, a perspective emphasized by Rosemary Richard. Her executive experience positions her uniquely to identify lucrative opportunities within evolving industries. Leveraging strategic foresight, she prioritizes operational efficiency and innovation-driven growth in portfolio initiatives. By maintaining a pulse on competitive trends, she navigates potential disruptions with agility while enhancing stakeholder engagement. This approach not only reflects adaptability but also fosters resilience in capital deployment strategies aimed at maximizing returns across diverse markets.
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:
26.07%
Gain +0.01%
Monthly
0.58%
Yearly
7.2%
Drawdown
14.12%
$3.83B
Equity
Holdings
$3.83B
Investment
$3.25B
$767.98M
Profit +$112,563.44
Realized
$170.81M
Unrealized
$597.17M
Dividends
$121.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$112,563.44
Win %
77%
This Week
Compared To Last Week
Gain
0.003%
Profit
$112,563.44
Win %
77%
This Month
Compared to last month
Gain
-0.97%
Profit
-$37.41M
Win %
77%
This Year
Compared to last year
Gain
7.89%
Profit
$279.76M
Win %
77%
ROKU Roku, Inc.
+20.08%
+$473,722.44 
RIVN Rivian Automotive, Inc.
+7.85%
+$18,290.24 
IBLC iShares Blockchain and Tech ETF
+6.83%
+$76,759.1 
INTC Intel Corporation
+6.51%
+$969,209.6 
NVTS Navitas Semiconductor Corporation
+5.31%
+$54,049.9 
AMD Advanced Micro Devices, Inc.
+4.73%
+$345,019.76 
ANET Arista Networks, Inc.
+4.37%
+$194,988.45 
QCOM QUALCOMM Incorporated
+4.32%
+$315,832.68 
FLAX Franklin FTSE Asia Ex Japan ETF
+4.03%
+$45,668.7 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$486,412.67 
SILJ Amplify Junior Silver Miners ETF
+3.23%
+$11,008.35 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$38,700.58 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$22,904.56 
WPM Wheaton Precious Metals Corp.
+3.05%
+$38,968.3 
BCS Barclays PLC Sponsored ADR
+2.91%
+$18,913.68 
CEG Constellation Energy Corporation
+2.86%
+$76,407.68 
SCHW Charles Schwab Corporation
+2.71%
+$464,142.81 
NEM Newmont Corporation
+2.71%
+$110,272.8 
AMAT Applied Materials, Inc.
+2.64%
+$623,729.69 
SII Sprott Inc.
+2.63%
+$30,704 
NDAQ Nasdaq, Inc.
+2.58%
+$33,264 
TPL Texas Pacific Land Corporation
+2.53%
+$164,361.78 
T AT&T Inc.
+2.52%
+$57,334.16 
VZ Verizon Communications Inc.
+2.49%
+$92,186.64 
JPM JPMorgan Chase & Co.
+2.31%
+$540,739.68 
USB U.S. Bancorp
+2.27%
+$16,285.92 
FTXL First Trust Nasdaq Semiconductor ETF
+2.27%
+$763,934.65 
FSK FS KKR Capital Corp.
+2.22%
+$19,125.36 
FIS Fidelity National Information Services, Inc.
+2.22%
+$8,552.7 
CMCSA Comcast Corp
+2.21%
+$9,382.38 
HSBC HSBC Holdings plc Sponsored ADR
+2.15%
+$104,716.95 
NUE Nucor Corporation
+2.09%
+$72,752.32 
MSIF MSC Income Fund Inc.
+2.05%
+$5,770.08 
CCJ Cameco Corporation
+2.01%
+$144,573.5 
TTD The Trade Desk, Inc. Class A
+2.01%
+$11,493.1 
PM Philip Morris International Inc.
+1.95%
+$235,150.95 
TFC Truist Financial Corporation
+1.93%
+$14,963.62 
FCLD Fidelity Cloud Computing ETF
+1.88%
+$8,469.58 
CLS Celestica Inc.
+1.88%
+$103,113.92 
BITQ Bitwise Crypto Industry Innovators ETF
+1.86%
+$5,447.82 
KMI Kinder Morgan, Inc.
+1.85%
+$11,245.04 
D Dominion Energy, Inc.
+1.83%
+$87,208.04 
TSLA Tesla, Inc.
+1.82%
+$503,761.44 
ETHO Amplify Etho Climate Leadership U.S. ETF
+1.78%
+$83,343.5 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$87,355.41 
MFG Mizuho Financial Group Inc. ADR
+1.68%
+$38,756.96 
PWRD TCW Transform Systems ETF
+1.68%
+$676,497.32 
VRT Vertiv Holdings Co
+1.68%
+$189,834.57 
ET Energy Transfer L.P.
+1.65%
+$15,192.79 
UNP Union Pacific Corporation
+1.65%
+$52,372.7 
WFC Wells Fargo & Company
+1.61%
+$130,641.91 
CRH CRH plc
+1.57%
+$19,027.8 
BNS Bank of Nova Scotia
+1.57%
+$15,788.5 
BAC Bank of America Corporation
+1.56%
+$74,987.7 
OKE ONEOK, Inc.
+1.56%
+$100,510.9 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+1.52%
+$36,770.4 
CAT Caterpillar Inc.
+1.44%
+$173,137.33 
OMC Omnicom Group Inc.
+1.44%
+$15,092.14 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.43%
+$5,600 
COP ConocoPhillips
+1.4%
+$86,417.28 
BLOK Amplify Transformational Data Sharing ETF
+1.38%
+$11,932.89 
ADI Analog Devices, Inc.
+1.37%
+$137,634.46 
XLF Financial Select Sector SPDR Fund
+1.37%
+$382,496.4 
NEE NextEra Energy, Inc.
+1.35%
+$16,171.3 
ICVT iShares Convertible Bond ETF
+1.35%
+$18,689.6 
CBSH Commerce Bancshares, Inc.
+1.34%
+$11,030.41 
ABBV AbbVie Inc.
+1.32%
+$50,577.52 
O Realty Income Corporation
+1.31%
+$9,639.81 
MFC Manulife Financial Corporation
+1.31%
+$52,224.12 
C Citigroup Inc.
+1.27%
+$31,468.67 
RRR Red Rock Resorts Inc.
+1.27%
+$21,837.97 
APD Air Products and Chemicals, Inc.
+1.26%
+$45,370.5 
EVRG Evergy Inc.
+1.26%
+$12,541.36 
XSMO Invesco S&P SmallCap Momentum ETF
+1.22%
+$13,258.08 
RPG Invesco S&P 500 Pure Growth ETF
+1.2%
+$10,206.03 
LRCX Lam Research Corporation
+1.18%
+$115,804.53 
ITW Illinois Tool Works Inc.
+1.17%
+$44,577.67 
FXO First Trust Financials AlphaDEX Fund
+1.16%
+$207,895.33 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$35,510.5 
PATK Patrick Industries Inc.
+1.14%
+$14,832.3 
ETR Entergy Corporation
+1.11%
+$14,971.84 
HLN Haleon Plc - ADR
+1.11%
+$11,731.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$44,691.62 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$433,133.94 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$212,049.08 
NUSC Nuveen ESG Small-Cap ETF
+1.09%
+$121,887.7 
ABNB Airbnb, Inc.
+1.08%
+$43,932.78 
DOCU DocuSign Inc.
+1.08%
+$5,320.31 
ARTY iShares Future AI & Tech ETF
+1.08%
+$9,525.36 
JNJ Johnson & Johnson
+1.07%
+$87,348.06 
CLSE Convergence Long/Short Equity Fund
+1.06%
+$12,247.92 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$15,238.5 
SLF Sun Life Financial Inc.
+1.05%
+$15,024.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$5,827.26 
V Visa Inc. Class A
+1.05%
+$345,605.44 
HOOD Robinhood Markets, Inc.
+1.04%
+$61,065.6 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$56,082 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$139,212.48 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$27,467.1 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$6,357.76 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$84,102.9 
OAKM Oakmark U.S. Large Cap ETF
+1%
+$9,894.88 
ARCC Ares Capital Corporation
+1%
+$20,265.02 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$70,378 
AVUV Avantis U.S. Small Cap Value ETF
+0.99%
+$234,614.88 
IWD iShares Russell 1000 Value ETF
+0.98%
+$35,000.9 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$202,784.12 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$48,649.49 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$13,303.6 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$17,863.39 
AVK Advent Convertible and Income Fund
+0.94%
+$4,410.24 
EQBK Equity Bancshares Inc.
+0.94%
+$7,831.8 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$10,918 
DOC Healthpeak Properties, Inc.
+0.93%
+$2,633.21 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$16,212.42 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.91%
+$23,317.82 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$7,603.8 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$24,117.98 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$14,043.12 
ROUS Hartford Multifactor US Equity ETF
+0.9%
+$18,498.6 
JAVA JPMorgan Active Value ETF
+0.9%
+$300,892.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$29,372.36 
APH Amphenol Corporation
+0.88%
+$45,046.44 
CHGX AXS Change Finance ESG ETF
+0.88%
+$13,110.71 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$37,859.36 
IWM iShares Russell 2000 ETF
+0.87%
+$56,634.6 
FXU First Trust Utilities AlphaDEX Fund
+0.87%
+$156,106.39 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$445,721.85 
HDV iShares Core High Dividend ETF
+0.87%
+$24,612 
MNST Monster Beverage Corporation
+0.87%
+$9,032.01 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.87%
+$285,864.2 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$301,959.77 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.86%
+$4,833.01 
PG Procter & Gamble Co
+0.86%
+$35,288.22 
FTNT Fortinet Inc.
+0.85%
+$50,851.24 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$29,018.43 
FAD First Trust Multi Cap Growth Fund
+0.84%
+$21,358.11 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$10,703.98 
JHMM John Hancock Multifactor Mid Cap ETF
+0.83%
+$7,718.94 
SDY SPDR S&P Dividend ETF
+0.83%
+$14,263.75 
USMF WisdomTree U.S. Multifactor Fund
+0.82%
+$12,050.28 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$367,863.84 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$5,374.19 
WTV WisdomTree U.S. Value Fund
+0.82%
+$12,408.48 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$25,982.66 
GM General Motors Company
+0.8%
+$11,831.3 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$13,012.48 
SNPE Xtrackers S&P 500 ESG ETF
+0.8%
+$519,321.24 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$12,033.12 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$15,794.7 
SO The Southern Company
+0.78%
+$21,102.11 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$9,653 
SLV iShares Silver Trust
+0.77%
+$7,210.74 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$18,987.02 
GE General Electric Company
+0.76%
+$27,919.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$8,274.19 
CVX Chevron Corporation
+0.75%
+$34,543.35 
XLE Energy Select Sector SPDR Fund
+0.75%
+$12,118.26 
SBUX Starbucks Corporation
+0.74%
+$51,374.55 
MO Altria Group, Inc.
+0.74%
+$12,849.32 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$5,241.6 
CGBD Carlyle Secured Lending, Inc.
+0.73%
+$11,771.28 
HD The Home Depot, Inc.
+0.73%
+$50,244.18 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.73%
+$4,224.68 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$12,257.28 
OPFI OppFi Inc.
+0.72%
+$6,897.84 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$3,041.16 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.72%
+$162,553.5 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$3,784.77 
TBLU Tortoise Global Water ESG Fund
+0.72%
+$24,173.23 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$84,899.75 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$36,151.99 
AVGE FRCL 3 2022Q3 Hb Float
+0.71%
+$17,216.5 
MA Mastercard Incorporated
+0.71%
+$141,367.8 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$341,910.28 
PYPL PayPal Holdings Inc
+0.7%
+$3,069.65 
VGSR Vert Global Sustainable Real Estate ETF
+0.7%
+$42,677.92 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$19,802.47 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$82,753.02 
AVUS Avantis U.S. Equity ETF
+0.69%
+$372,443.52 
ROBO ROBO Global Robotics & Automation Index ETF
+0.69%
+$6,861.09 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$16,132.71 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$16,579.2 
AUSF Global X Adaptive U.S. Factor ETF
+0.69%
+$10,363.49 
COST Costco Wholesale Corporation
+0.68%
+$70,502.55 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$139,149.61 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$39,185.5 
AFK VanEck Vectors Africa Index ETF
+0.67%
+$2,048.04 
CGDV Capital Group Dividend Value ETF
+0.66%
+$21,773.76 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$3,339.44 
JHSC John Hancock Multifactor Small Cap ETF
+0.65%
+$3,296.54 
MS Morgan Stanley
+0.65%
+$17,481.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$30,157.06 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$3,360.54 
WMB The Williams Companies, Inc.
+0.64%
+$24,825.85 
DUK Duke Energy Corporation
+0.63%
+$17,709.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$26,001.01 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$23,729.29 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$70,493.5 
IYW iShares U.S. Technology ETF
+0.61%
+$131,229.23 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.6%
+$6,709.43 
AVDE Avantis International Equity ETF
+0.59%
+$179,658.87 
AVLC Avantis U.S. Large Cap Equity ETF
+0.59%
+$17,724.2 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$137,636.28 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$139,134.46 
AVIV Avantis International Large Cap Value ETF
+0.59%
+$11,218.48 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$173,997.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$75,722.22 
FDVV Fidelity High Dividend ETF
+0.57%
+$30,211.65 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.57%
+$5,250 
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$2,716.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$53,341.64 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$46,129.23 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$9,628.44 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$3,270.4 
AHR American Healthcare REIT, Inc.
+0.56%
+$6,391.58 
AIG American International Group Inc.
+0.56%
+$7,671.3 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$16,118.1 
CRTC Xtrackers US National Critical Technologies ETF
+0.55%
+$351,317.89 
IVV iShares Core S&P 500 ETF
+0.55%
+$284,489.66 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.55%
+$1,912.56 
VOO Vanguard S&P 500 ETF
+0.55%
+$73,578.47 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.55%
+$13,208.53 
MAIN Main Street Capital Corporation
+0.54%
+$4,331.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$312,400.26 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$15,413.28 
GOOGL Alphabet Inc
+0.53%
+$324,722.92 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$24,768.75 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$67,316.4 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$7,797.1 
TOST Toast Inc.
+0.53%
+$21,506.55 
PTLC Pacer Trendpilot US Large Cap ETF
+0.52%
+$4,168.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.52%
+$51,806.4 
FRDM Freedom 100 Emerging Markets ETF
+0.49%
+$90,033.65 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$52,899.04 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.48%
+$3,176.11 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$52,445.78 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.47%
+$7,655.31 
TMFC Motley Fool 100 Index ETF
+0.47%
+$21,389.2 
GOOG Alphabet Inc
+0.45%
+$75,062.4 
WMT Walmart Inc.
+0.45%
+$73,806.26 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$5,951 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$5,505.93 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$31,267.73 
CSX CSX Corporation
+0.42%
+$3,022.4 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$100,103.2 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.42%
+$2,008.89 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$34,122.72 
DBX Dropbox Inc.
+0.41%
+$4,342.58 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$62,877.15 
BMY Bristol-Myers Squibb Company
+0.4%
+$10,933.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$8,282.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$4,204.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$5,188.06 
FTCS First Trust Capital Strength ETF
+0.39%
+$6,969.69 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$5,059.9 
MAS Masco Corporation
+0.38%
+$8,579.45 
GD General Dynamics Corporation
+0.38%
+$23,700.89 
HEGD Swan Hedged Equity US Large Cap Fund
+0.38%
+$1,758.94 
PEP PepsiCo, Inc.
+0.38%
+$13,103.64 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.37%
+$263,322.53 
XVV iShares ESG Screened S&P 500
+0.37%
+$2,105.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$52,294.5 
DUHP Dimensional US High Profitability ETF
+0.37%
+$78,497.93 
DJIA Global X Dow 30 Covered Call ETF
+0.36%
+$2,871.84 
EFAA Invesco MSCI EAFE Income Advantage ETF
+0.36%
+$2,855.8 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$2,563.29 
STWD Starwood Property Trust Inc.
+0.35%
+$1,167.84 
TTE TotalEnergies SE
+0.34%
+$5,977.14 
GSK GSK plc Sponsored ADR
+0.34%
+$2,358.73 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$2,014.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$4,784.16 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$4,290.81 
FENI Fidelity Enhanced International ETF
+0.32%
+$7,962.37 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.32%
+$3,879.84 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.32%
+$2,105.31 
CDNS Cadence Design Systems, Inc.
+0.32%
+$12,749 
SNY Sanofi American Depositary Receipt
+0.32%
+$8,575.7 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$2,468.52 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.29%
+$42,450.29 
XOM Exxon Mobil Corporation
+0.28%
+$36,406.62 
DNP DNP Select Income Fund Inc.
+0.28%
+$1,354.14 
EFA iShares MSCI EAFE ETF
+0.28%
+$7,484.24 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$32,584.1 
SFLO VS Small Cap Free Cash Flow ETF
+0.28%
+$2,546.53 
BDYN iShares Dynamic Equity Active ETF
+0.28%
+$3,866.99 
PFFD Global X U.S. Preferred ETF
+0.27%
+$969.3 
BSEP Innovator U.S. Equity Buffer ETF
+0.27%
+$1,687.76 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$32,886.3 
OEF iShares S&P 100 ETF
+0.25%
+$26,075.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$244,747.99 
ARKK ARK Innovation ETF Fund
+0.25%
+$4,249.54 
BP BP p.l.c. Sponsored ADR
+0.23%
+$2,008 
DX Dynex Capital Inc.
+0.23%
+$1,857.03 
JGRO JPMorgan Active Growth ETF
+0.23%
+$17,019.64 
IQV IQVIA Holdings Inc.
+0.22%
+$13,433.2 
EOI Eaton Vance Enhanced Equity Income Fund
+0.21%
+$834.96 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$13,729.7 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$863.94 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.2%
+$849.24 
PHYS Sprott Physical Gold Trust
+0.19%
+$673.8 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$43,560.9 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$48,331.01 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$15,420.23 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.17%
+$888.36 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$581 
DXCM DexCom, Inc.
+0.16%
+$3,688.08 
NVDA NVIDIA Corporation
+0.16%
+$191,970.24 
PFE Pfizer Inc.
+0.15%
+$3,487.4 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$139,446.96 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.14%
+$528 
WTPI WisdomTree Equity Premium Income Fund
+0.14%
+$920.75 
INCM Franklin Income Focus ETF
+0.14%
+$572 
BINC iShares Flexible Income Active ETF
+0.13%
+$3,923.08 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.13%
+$2,419.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$2,294.32 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$6,128.46 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$490.24 
KO The Coca-Cola Company
+0.11%
+$4,339.35 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$2,469.33 
MSFT Microsoft Corp.
+0.1%
+$49,816.75 
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$3,844.55 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$791.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,157.58 
FEOE First Eagle Overseas Equity ETF
+0.09%
+$2,963.75 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$1,242.63 
IAU iShares Gold Trust
+0.08%
+$4,162.5 
ENB Enbridge Inc.
+0.07%
+$1,199.76 
GLD SPDR Gold Shares
+0.06%
+$4,538.16 
FBCG Fidelity Blue Chip Growth Fund
+0.05%
+$1,278.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2,487.82 
SHYM iShares High Yield Bond ETF
+0.04%
+$837.17 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$1,029.33 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$3,977.08 
TJX The TJX Companies, Inc.
+0.04%
+$1,039.29 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$330.58 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$14,492.93 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$656.56 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$612.66 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.03%
+$2,965.32 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$10,201.32 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$10,793.12 
PANW Palo Alto Networks, Inc.
+0.03%
+$3,043.44 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.03%
+$2,471.7 
SHV iShares Short Treasury Bond ETF
+0.03%
+$412.44 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$271.42 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$274.4 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$655.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$4,930.5 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$6,821.9 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$110.06 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$144.7 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,741.16 
ORCL Oracle Corporation
+0.02%
+$2,229.91 
ABC AmerisourceBergen Corporation
0%
$0 
AZN
0%
$0 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
+$0.13 
BK The Bank of New York Mellon Corporation
0%
$0 
BPRE
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
EZBC Franklin Bitcoin ETF
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FSSL
0%
$0 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
PMBS
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SERV Serve Robotics Inc.
-6.32%
-$14,364.14 
SMCI Super Micro Computer Inc
-4.72%
-$17,879.91 
ACHR Archer Aviation Inc.
-4.15%
-$7,360.98 
ADSK Autodesk, Inc.
-3.47%
-$124,022.15 
SE Sea Ltd.
-3.21%
-$145,909.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$7,601.82 
RKT Rocket Companies, Inc. Class A
-2.68%
-$103,651.56 
CPNG Coupang Inc.
-2.49%
-$12,060.21 
BMNR Bitmine Immersion Technologies, Inc.
-2.48%
-$35,538.39 
PLTR Palantir Technologies Inc.
-2.36%
-$298,954.6 
MISL First Trust Indxx Aerospace & Defense ETF
-2.29%
-$433,830.6 
OSCR Oscar Health, Inc.
-2.25%
-$10,717.2 
JOBY Joby Aviation, Inc.
-2.24%
-$6,782.16 
SHLD Global X Defense Tech ETF
-2.04%
-$31,248.35 
SHOP Shopify Inc.
-2.02%
-$158,662.27 
ARKX ARK Space & Defense Innovation ETF
-1.95%
-$6,746.9 
QBTS D-Wave Quantum Inc.
-1.89%
-$28,512 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$88,109.58 
ABT Abbott Laboratories
-1.64%
-$21,351.75 
FSCO FS Credit Opportunities Corp.
-1.64%
-$5,853.12 
CART Maplebear Inc.
-1.56%
-$8,439.67 
AAPL Apple Inc.
-1.52%
-$1.44M 
FLEX Flex Ltd.
-1.5%
-$65,292.36 
YOU Clear Secure Inc.
-1.47%
-$27,659.25 
MU Micron Technology, Inc.
-1.43%
-$365,113.3 
SOUN SoundHound AI Inc.
-1.43%
-$5,519.8 
MRK Merck & Co., Inc.
-1.42%
-$39,774.53 
BEAM Beam Therapeutics Inc.
-1.29%
-$15,168.42 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$160,510.52 
VEEV Veeva Systems Inc.
-1.24%
-$53,148.68 
AMZN Amazon.com Inc
-1.23%
-$800,703.93 
CTA Simplify Managed Futures Strategy ETF
-1.22%
-$5,346.25 
BA Boeing Company
-1.16%
-$34,166.9 
NFLX Netflix, Inc.
-1.14%
-$188,504.49 
ETHA iShares Ethereum Trust
-1.02%
-$17,768.92 
UBER Uber Technologies, Inc.
-1.01%
-$70,441.7 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$75,037.6 
IBM International Business Machines Corporation
-0.95%
-$29,615.9 
EBAY eBay Inc.
-0.91%
-$41,540 
AVGO Broadcom Inc.
-0.91%
-$160,587.14 
NOW ServiceNow, Inc.
-0.9%
-$25,359.29 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.86%
-$4,087 
CRSP Crispr Therapeutics AG
-0.86%
-$4,702.91 
PDI Pimco Dynamic Income Fund
-0.79%
-$3,388.06 
BDX Becton, Dickinson and Company
-0.75%
-$34,366.13 
CVE Cenovus Energy Inc.
-0.74%
-$8,653.68 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-0.67%
-$3,298.34 
PLTM GraniteShares Platinum Trust
-0.64%
-$1,459.5 
MICC The Magnum Ice Cream Company N.V.
-0.61%
-$2,072.42 
CSCO Cisco Systems, Inc.
-0.6%
-$78,333.59 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.58%
-$4,011.93 
LQDA Liquidia Corporation
-0.56%
-$21,764.4 
NVS Novartis AG Sponsored ADR
-0.55%
-$32,048.99 
BSX Boston Scientific Corporation
-0.55%
-$3,744.52 
SOFI SoFi Technologies, Inc.
-0.54%
-$3,536.91 
BKR Baker Hughes Company
-0.54%
-$33,108.18 
AKRE Akre Focus ETF
-0.49%
-$3,027.78 
RBLX Roblox Corporation
-0.41%
-$4,191.48 
COIN Coinbase Global, Inc.
-0.41%
-$8,630.57 
NIO Nio Inc.
-0.38%
-$1,110.98 
BITW Bitwise 10 Crypto Index Fund
-0.37%
-$9,744 
RTX RTX Corporation
-0.37%
-$14,346.85 
MRVL Marvell Technology, Inc.
-0.36%
-$23,426.49 
IHAK iShares Cybersecurity and Tech ETF
-0.36%
-$3,892.4 
CRM Salesforce Inc
-0.34%
-$21,226.24 
IDHQ Invesco S&P International Developed Quality ETF
-0.33%
-$116,832.94 
NUV Nuveen Municipal Value Fund, Inc.
-0.33%
-$1,771.5 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.32%
-$2,146.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$2,651.92 
DIS The Walt Disney Company
-0.3%
-$19,020.24 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$55,743.55 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$15,015.52 
META Meta Platforms Inc Class A
-0.26%
-$79,161.85 
WINN Harbor Long-Term Growers ETF
-0.25%
-$14,129.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$2,425.71 
PDX PIMCO Dynamic Income Strategy Fund
-0.24%
-$1,199.05 
BIT BlackRock Multi-Sector Income Trust
-0.24%
-$881.25 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$7,227.7 
KWEB KraneShares CSI China Internet ETF
-0.23%
-$13,203.06 
IYH iShares U.S. Healthcare ETF
-0.2%
-$2,407.47 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$12,814.4 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$2,990.92 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$772.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$2,330.88 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$6,427.82 
MDT Medtronic plc
-0.16%
-$8,811.4 
PINK Simplify Health Care ETF
-0.16%
-$30,173.63 
EVTR Eaton Vance Total Return Fund
-0.16%
-$917.04 
PEGA Pegasystems Inc.
-0.15%
-$817.15 
MBB iShares MBS ETF
-0.15%
-$6,691.44 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.14%
-$22,324.72 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.14%
-$397.11 
FBND Fidelity Total Bond ETF
-0.13%
-$2,713.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$4,945.2 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$4,106.97 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$15,142.68 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$50,537.76 
MMIT NYLI MacKay Muni Intermediate ETF
-0.1%
-$349.6 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$629.28 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$350.73 
CDX Simplify High Yield ETF
-0.09%
-$3,083.04 
PGX Invesco Preferred ETF
-0.09%
-$220.86 
HTRB Hartford Total Return Bond ETF
-0.09%
-$55,921.17 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$343.92 
EPD Enterprise Products Partners L.P.
-0.08%
-$3,913.5 
FLMI Franklin Dynamic Municipal Bond ETF
-0.08%
-$508.27 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$1,021.84 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$484.92 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$538 
JBND JPMorgan Active Bond ETF
-0.07%
-$802.96 
AVIG Avantis Core Fixed Income ETF
-0.07%
-$1,514.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$883.62 
FTSD Franklin Short Duration U.S. Government ETF
-0.07%
-$1,030.32 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$11,061.87 
IETC iShares U.S. Tech Independence Fund
-0.06%
-$666.3 
BKLN Invesco Senior Loan ETF
-0.05%
-$377.83 
FTSL First Trust Senior Loan ETF
-0.04%
-$461.52 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$1,687 
PAGP Plains GP Holdings, L.P.
-0.04%
-$126.53 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$154.78 
FMB First Trust Managed Municipal Fund
-0.04%
-$315.32 
JPLD JPMorgan Limited Duration ETF
-0.04%
-$302 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$17,290.9 
FCAL First Trust California Municipal Fund
-0.04%
-$184.1 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$472.24 
IBIT iShares Bitcoin Trust
-0.03%
-$263.41 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$56.08 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$221.44 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.02%
-$433.46 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$280.72 
MUB iShares National Muni Bond ETF
-0.01%
-$253.3 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$290.78 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3980 | Longs Won 2805/3980 70% | Profit Factor 6.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $325,325.82 | Best Trade (Jun 14) $31.72M | Sharpe Ratio -8.09 |
| Average Loss -$123,029.39 | Worst Trade (Sep 30) -$14.11M | Z-Score 11.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $192,960.43 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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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