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
Automatically Tracked
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:
71.01%
Gain -0.52%
Monthly
1.14%
Yearly
14.58%
Drawdown
16.38%
$4.17B
Equity
Holdings
$4.17B
Investment
$3.59B
$839.71M
Profit -$13.71M
Realized
$265.96M
Unrealized
$573.75M
Dividends
$139.48M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$13.71M
Win %
71%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$13.71M
Win %
71%
This Month
Compared to last month
Gain
-1.21%
Profit
-$50.92M
Win %
71%
This Year
Compared to last year
Gain
0.96%
Profit
$39.64M
Win %
72%
CRWD CrowdStrike Holdings, Inc.
+13.85%
+$2.46M 
PANW Palo Alto Networks, Inc.
+13.1%
+$1.02M 
COIN Coinbase Global, Inc.
+9.24%
+$180,178.51 
FTNT Fortinet Inc.
+9.04%
+$524,934.33 
ADSK Autodesk, Inc.
+7.77%
+$253,704.15 
CRCL Circle Internet Group, Inc.
+7.56%
+$460,902.25 
CAI Caris Life Sciences, Inc.
+7.03%
+$59,398.56 
PEGA Pegasystems Inc.
+6.82%
+$27,696.11 
RXRX Recursion Pharmaceuticals, Inc.
+6.56%
+$15,440.04 
DOCU DocuSign Inc.
+6.27%
+$71,341.76 
ACN Accenture plc Class A
+6.05%
+$248,499.12 
CIBR First Trust NASDAQ Cybersecurity ETF
+5.99%
+$158,674.6 
AJG Arthur J. Gallagher & Co.
+5.4%
+$219,803.32 
ADBE Adobe Inc.
+5.29%
+$167,418.28 
CHKP Check Point Software Technologies Ltd.
+5.21%
+$184,509.18 
IGV iShares Expanded Tech-Software Sector ETF
+5.02%
+$368,883.09 
CRM Salesforce Inc
+4.68%
+$445,683.6 
MSTR Strategy Inc.
+4.54%
+$94,244.04 
TTD The Trade Desk, Inc. Class A
+4.39%
+$13,034.07 
GSK GSK plc Sponsored ADR
+3.99%
+$26,895.36 
SHOP Shopify Inc.
+3.96%
+$298,140.9 
NFLX Netflix, Inc.
+3.79%
+$729,177.38 
PLTR Palantir Technologies Inc.
+3.64%
+$794,294.34 
SOUN SoundHound AI Inc.
+3.35%
+$10,390.38 
GOOGL Alphabet Inc
+3.23%
+$1.83M 
MDT Medtronic plc
+3.19%
+$308,844.2 
APP AppLovin Corporation Class A Common Stock
+3.17%
+$288,981.08 
GOOG Alphabet Inc
+3.06%
+$456,641.82 
ARKF Ark Fintech Innovation ETF
+2.97%
+$40,241.54 
BMNR Bitmine Immersion Technologies, Inc.
+2.88%
+$208,782.43 
BDX Becton, Dickinson and Company
+2.85%
+$205,536.79 
RHI Robert Half Inc.
+2.79%
+$24,702.3 
ARKG ARK Genomic Revolution ETF
+2.78%
+$21,033.15 
SKYY First Trust Cloud Computing ETF
+2.71%
+$44,870.5 
META Meta Platforms Inc Class A
+2.71%
+$1.01M 
OMC Omnicom Group Inc.
+2.57%
+$32,171.41 
EXPE Expedia Group, Inc.
+2.54%
+$91,819.65 
UL Unilever PLC Sponsored American Depositary Receipt
+2.52%
+$119,700.36 
CVNA Carvana Co.
+2.46%
+$17,406.35 
CRSP Crispr Therapeutics AG
+2.4%
+$14,136 
MO Altria Group, Inc.
+2.38%
+$38,682.68 
IBM International Business Machines Corporation
+2.38%
+$78,070.6 
SYK Stryker Corporation
+2.31%
+$73,140.34 
CMG Chipotle Mexican Grill, Inc.
+2.28%
+$19,601.17 
IBIT iShares Bitcoin Trust
+2.22%
+$49,136.32 
BTCO Invesco Galaxy Bitcoin ETF
+2.19%
+$19,251.12 
GBTC Grayscale Bitcoin Trust ETF
+2.17%
+$21,160.1 
EZBC Franklin Bitcoin ETF
+2.17%
+$10,316.92 
BITW Bitwise 10 Crypto Index Fund
+2.1%
+$67,956.84 
SFLO VS Small Cap Free Cash Flow ETF
+2.09%
+$20,234.82 
IONQ IonQ, Inc.
+2.04%
+$9,950.25 
MSFT Microsoft Corp.
+2.04%
+$1.41M 
LLY Eli Lilly and Company
+2.02%
+$235,066 
DXCM DexCom, Inc.
+2%
+$61,806.82 
PM Philip Morris International Inc.
+2%
+$235,278.8 
SPGI S&P Global Inc.
+2%
+$86,182.11 
DIS The Walt Disney Company
+1.92%
+$142,210.44 
SOFI SoFi Technologies, Inc.
+1.91%
+$15,239.73 
MNST Monster Beverage Corporation
+1.84%
+$18,288 
GM General Motors Company
+1.82%
+$23,239.32 
WMT Walmart Inc.
+1.8%
+$287,012.23 
T AT&T Inc.
+1.78%
+$72,649.27 
ABBV AbbVie Inc.
+1.78%
+$77,319.56 
ORLY O'Reilly Automotive Inc.
+1.64%
+$23,484.96 
ROKU Roku, Inc.
+1.63%
+$31,197.48 
HOOD Robinhood Markets, Inc.
+1.56%
+$229,109.76 
COST Costco Wholesale Corporation
+1.54%
+$169,472.14 
CART Maplebear Inc.
+1.54%
+$9,122.25 
IQV IQVIA Holdings Inc.
+1.5%
+$175,987.98 
COR Cencora, Inc.
+1.48%
+$148,316.84 
ARKK ARK Innovation ETF Fund
+1.4%
+$13,720.59 
IYH iShares U.S. Healthcare ETF
+1.38%
+$16,767.84 
NVS Novartis AG Sponsored ADR
+1.36%
+$81,423.36 
VZ Verizon Communications Inc.
+1.35%
+$66,522.4 
UBER Uber Technologies, Inc.
+1.35%
+$141,375.39 
ELV Elevance Health, Inc.
+1.33%
+$126,442.37 
MAS Masco Corporation
+1.33%
+$42,499.73 
V Visa Inc. Class A
+1.31%
+$470,479.99 
FDN First Trust Dow Jones Internet Index Fund
+1.31%
+$283,927.1 
SNY Sanofi American Depositary Receipt
+1.31%
+$6,714.4 
MOAT VanEck Morningstar Wide Moat Fund
+1.26%
+$17,881.24 
AIG American International Group Inc.
+1.26%
+$18,113.65 
VEEV Veeva Systems Inc.
+1.24%
+$54,772.25 
KO The Coca-Cola Company
+1.22%
+$69,435.32 
CPB The Campbell's Company
+1.19%
+$9,789.75 
UNH UnitedHealth Group Incorporated
+1.19%
+$47,104.32 
FSK FS KKR Capital Corp.
+1.18%
+$11,716.88 
AMGN Amgen Inc.
+1.12%
+$56,001.79 
ABT Abbott Laboratories
+1.12%
+$17,483.04 
VFLO VictoryShares Free Cash Flow ETF
+1.08%
+$18,048.44 
PINK Simplify Health Care ETF
+1.07%
+$224,488.86 
USMF WisdomTree U.S. Multifactor Fund
+0.97%
+$11,231.37 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.97%
+$212,061.23 
FTCS First Trust Capital Strength ETF
+0.92%
+$14,474.07 
CSV Carriage Services Inc.
+0.91%
+$5,727.6 
MA Mastercard Incorporated
+0.91%
+$186,605.98 
COWZ Pacer US Cash Cows 100 ETF
+0.9%
+$7,808.85 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$440,116.68 
HIG The Hartford Insurance Group, Inc.
+0.88%
+$24,180 
SHLD Global X Defense Tech ETF
+0.87%
+$6,431.94 
BITQ Bitwise Crypto Industry Innovators ETF
+0.85%
+$2,312.64 
BKNG Booking Holdings Inc.
+0.82%
+$137,241.39 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.8%
+$9,796.5 
SLF Sun Life Financial Inc.
+0.76%
+$18,313.96 
NKE Nike, Inc. - Class B
+0.75%
+$5,714.5 
BMY Bristol-Myers Squibb Company
+0.72%
+$20,188.94 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.72%
+$3,920.63 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.71%
+$272,816.64 
HD The Home Depot, Inc.
+0.71%
+$55,363.53 
CBSH Commerce Bancshares, Inc.
+0.69%
+$5,780.8 
RHRX RH Tactical Rotation ETF
+0.67%
+$3,583.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$20,275.42 
MRK Merck & Co., Inc.
+0.64%
+$21,944.08 
SDY SPDR S&P Dividend ETF
+0.63%
+$10,842.66 
CP Canadian Pacific Kansas City Limited
+0.62%
+$13,776.95 
PG Procter & Gamble Co
+0.61%
+$37,465.12 
FWONA Liberty Media Corporation
+0.59%
+$5,295.33 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$6,948.3 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$3,453.09 
HDV iShares Core High Dividend ETF
+0.55%
+$15,481.28 
BEAM Beam Therapeutics Inc.
+0.54%
+$7,302.36 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.54%
+$4,470.12 
CRH CRH plc
+0.51%
+$4,887.15 
CVE Cenovus Energy Inc.
+0.51%
+$6,751.72 
IBLC iShares Blockchain and Tech ETF
+0.49%
+$4,994.22 
FXO First Trust Financials AlphaDEX Fund
+0.46%
+$97,498.5 
JXN Jackson Financial Inc.
+0.46%
+$7,217.28 
NDAQ Nasdaq, Inc.
+0.42%
+$5,523.3 
SYY Sysco Corporation
+0.39%
+$3,225.92 
TBLU Tortoise Global Water ESG Fund
+0.38%
+$16,281.88 
OKE ONEOK, Inc.
+0.36%
+$20,873.53 
EQBK Equity Bancshares Inc.
+0.34%
+$3,342.71 
KMI Kinder Morgan, Inc.
+0.34%
+$1,937.88 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.33%
+$1,878.88 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.33%
+$2,249.85 
SBUX Starbucks Corporation
+0.32%
+$7,890.88 
DOC Healthpeak Properties, Inc.
+0.32%
+$1,244.23 
TMUS T-Mobile US, Inc.
+0.31%
+$8,024.46 
ARCC Ares Capital Corporation
+0.3%
+$6,391.92 
JNJ Johnson & Johnson
+0.3%
+$32,643.91 
ROUS Hartford Multifactor US Equity ETF
+0.3%
+$6,166.2 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
+0.29%
+$631.83 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+0.29%
+$9,153.63 
ABNB Airbnb, Inc.
+0.28%
+$34,959.77 
MAIN Main Street Capital Corporation
+0.27%
+$2,114.25 
GD General Dynamics Corporation
+0.26%
+$18,724.37 
WTV WisdomTree U.S. Value Fund
+0.25%
+$2,722.68 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.25%
+$186,207.52 
AAPL Apple Inc.
+0.24%
+$251,764.2 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$5,043.48 
ICE Intercontinental Exchange, Inc.
+0.24%
+$20,547.52 
BLDX Impax Global Infrastructure ETF
+0.24%
+$19,997.1 
UNP Union Pacific Corporation
+0.23%
+$8,114.07 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$2,843.44 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.2%
+$4,238.5 
LQTI FT Vest Investment Grade & Target Income ETF
+0.2%
+$395.27 
QBTS D-Wave Quantum Inc.
+0.18%
+$3,534.6 
SRLN SPDR Blackstone Senior Loan ETF
+0.17%
+$1,957.76 
D Dominion Energy, Inc.
+0.17%
+$10,057.85 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.15%
+$7,780.7 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.12%
+$511.36 
FIS Fidelity National Information Services, Inc.
+0.12%
+$577.75 
MFC Manulife Financial Corporation
+0.12%
+$5,763.75 
TMFC Motley Fool 100 Index ETF
+0.11%
+$6,050.88 
EQWL Invesco S&P 100 Equal Weight ETF
+0.11%
+$1,655.4 
EOI Eaton Vance Enhanced Equity Income Fund
+0.1%
+$417.48 
BKLN Invesco Senior Loan ETF
+0.1%
+$1,108.06 
CHGX AXS Change Finance ESG ETF
+0.09%
+$10,338.17 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.09%
+$1,983.04 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$876.12 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.08%
+$547.58 
TMB Thornburg Multi-Sector Bond ETF
+0.08%
+$42,731.74 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.08%
+$2,310.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$2,194.7 
SCHW Charles Schwab Corporation
+0.07%
+$15,117.12 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.07%
+$382.12 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.07%
+$1,908.67 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$813.38 
FCAL First Trust California Municipal Fund
+0.06%
+$478.43 
OKLO Oklo Inc.
+0.06%
+$614.88 
FEOE First Eagle Overseas Equity ETF
+0.05%
+$772.95 
ETHA iShares Ethereum Trust
+0.05%
+$1,827.1 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$833.73 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$727.52 
TLH iShares 10-20 Year Treasury Bond ETF
+0.04%
+$1,633.39 
PFE Pfizer Inc.
+0.04%
+$795.12 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$624.98 
CRTC Xtrackers US National Critical Technologies ETF
+0.03%
+$23,114.78 
YOU Clear Secure Inc.
+0.02%
+$458.69 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$4,421.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$188.04 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$300.11 
PEP PepsiCo, Inc.
+0.01%
+$523.18 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$938.17 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$169.18 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$180.59 
SHV iShares Short Treasury Bond ETF
+0.01%
+$77.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$125.98 
CGBD Carlyle Secured Lending, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 PMBS
PMBS
0%
$0 BPRE
BPRE
0%
$0 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
0%
$0 KHPI
KHPI
0%
$0 MFSV
MFSV
0%
$0 MFSB
MFSB
0%
$0 
CLS Celestica Inc.
-8.82%
-$501,806.55 
LRCX Lam Research Corporation
-8.25%
-$255,894.78 
CRDO Credo Technology Group Holding Ltd.
-7.89%
-$180,747.3 
HIMX Himax Technologies Inc.
-7.67%
-$20,186.32 
VRT Vertiv Holdings Co
-7.64%
-$783,413.59 
MRVL Marvell Technology, Inc.
-7.32%
-$180,247.68 
VSH Vishay Intertechnology Inc.
-7.23%
-$40,999.2 
CEG Constellation Energy Corporation
-7.09%
-$345,380.7 
AMAT Applied Materials, Inc.
-7.04%
-$1.05M 
CRWV CoreWeave, Inc.
-6.75%
-$292,416.55 
FLEX Flex Ltd.
-6.44%
-$105,820.1 
NVTS Navitas Semiconductor Corporation
-6.36%
-$54,224.24 
APH Amphenol Corporation
-6.35%
-$773,105.84 
ANET Arista Networks, Inc.
-5.9%
-$417,224.04 
FTXL First Trust Nasdaq Semiconductor ETF
-5.79%
-$1.08M 
INTC Intel Corporation
-5.59%
-$483,287.5 
MU Micron Technology, Inc.
-5.27%
-$1.61M 
BAC Bank of America Corporation
-5.14%
-$204,958.42 
ALM Almonty Industries Inc.
-5.1%
-$155,187.6 
TE T1 Energy Inc.
-5.1%
-$5,859.96 
SNDK SanDisk Corporation
-5%
-$1.01M 
AVGO Broadcom Inc.
-4.77%
-$1.29M 
ADI Analog Devices, Inc.
-4.55%
-$364,298.44 
AMD Advanced Micro Devices, Inc.
-4.4%
-$461,965.76 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.31%
-$242,822.09 
CAT Caterpillar Inc.
-4.27%
-$447,511.52 
PWRD TCW Transform Systems ETF
-4.21%
-$1.54M 
ATRO Astronics Corporation
-4.08%
-$32,486.62 
BAI iShares A.I. Innovation and Tech Active ETF
-3.95%
-$183,522.24 
BKR Baker Hughes Company
-3.86%
-$222,133.56 
SILJ Amplify Junior Silver Miners ETF
-3.72%
-$13,894.67 
ARTY iShares Future AI & Tech ETF
-3.72%
-$50,155.69 
ORCL Oracle Corporation
-3.72%
-$541,609.51 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.68%
-$23,794.16 
MS Morgan Stanley
-3.63%
-$101,815.3 
GDXJ VanEck Junior Gold Miners ETF
-3.58%
-$45,488.19 
CCJ Cameco Corporation
-3.53%
-$87,470.09 
FRDM Freedom 100 Emerging Markets ETF
-3.53%
-$493,490 
NVDA NVIDIA Corporation
-3.4%
-$4.32M 
NLR VanEck Uranium and Nuclear ETF
-3.27%
-$41,169.9 
BCS Barclays PLC Sponsored ADR
-3.2%
-$22,288.99 
BNY BlackRock New York Municipal Income Trust
-3.06%
-$185,390.94 
NEM Newmont Corporation
-2.94%
-$83,607.98 
DNP DNP Select Income Fund Inc.
-2.93%
-$13,992.78 
WPM Wheaton Precious Metals Corp.
-2.87%
-$47,099.52 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$48,530.32 
BHP BHP Group Ltd.
-2.77%
-$81,641.16 
AMRZ Amrize Ltd.
-2.68%
-$50,301.68 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$200,527.35 
OPFI OppFi Inc.
-2.38%
-$23,691.1 
RIOT Riot Platforms, Inc.
-2.37%
-$6,078.18 
MTUM iShares MSCI USA Momentum Factor ETF
-2.36%
-$109,657.18 
AVEM Avantis Emerging Markets Equity ETF
-2.34%
-$581,285.18 
PLTM GraniteShares Platinum Trust
-2.26%
-$5,421 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.25%
-$4,080 
FXZ First Trust Materials AlphaDEX Fund
-2.23%
-$109,058.4 
SIVR abrdn Physical Silver Shares ETF
-2.22%
-$28,224.65 
SLV iShares Silver Trust
-2.2%
-$17,281.28 
ROBO ROBO Global Robotics & Automation Index ETF
-2.19%
-$22,567.85 
PDI Pimco Dynamic Income Fund
-2.17%
-$8,652.48 
LQDA Liquidia Corporation
-2.15%
-$48,294.93 
RPG Invesco S&P 500 Pure Growth ETF
-2.12%
-$13,493.92 
RRR Red Rock Resorts Inc.
-2.06%
-$31,791.75 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$145,432.46 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$98,639.42 
FLAX Franklin FTSE Asia Ex Japan ETF
-1.95%
-$21,447.36 
CSQ Calamos Strategic Total Return Fund
-1.92%
-$10,275.2 
GE General Electric Company
-1.88%
-$65,657.92 
CSCO Cisco Systems, Inc.
-1.84%
-$172,599.16 
NUE Nucor Corporation
-1.83%
-$60,156.88 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$549,381.3 
MMM 3M Company
-1.79%
-$43,630.4 
ITRI Itron Inc.
-1.77%
-$64,094.26 
TSLA Tesla, Inc.
-1.76%
-$429,395.28 
WFC Wells Fargo & Company
-1.75%
-$139,853.7 
XSMO Invesco S&P SmallCap Momentum ETF
-1.74%
-$24,751.38 
AFK VanEck Vectors Africa Index ETF
-1.73%
-$5,409 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.73%
-$21,367.41 
JPM JPMorgan Chase & Co.
-1.71%
-$517,242.82 
ETR Entergy Corporation
-1.61%
-$19,119.9 
FTEC Fidelity MSCI Information Technology Index ETF
-1.6%
-$49,040.84 
CTVA Corteva Inc.
-1.6%
-$26,008.06 
PHYS Sprott Physical Gold Trust
-1.54%
-$6,110.5 
IDMO Invesco S&P International Developed Momentum ETF
-1.53%
-$17,092.8 
GLD SPDR Gold Shares
-1.51%
-$144,297.66 
SAN Banco Santander S.A. Sponsored ADR
-1.5%
-$38,492.55 
APD Air Products and Chemicals, Inc.
-1.5%
-$62,837.98 
JOBY Joby Aviation, Inc.
-1.49%
-$3,403.18 
SGOL abrdn Physical Gold Shares ETF
-1.47%
-$62,546.96 
GLDM SPDR Gold MiniShares Trust
-1.47%
-$33,086.34 
IAU iShares Gold Trust
-1.44%
-$61,381.24 
EFG iShares MSCI EAFE Growth ETF
-1.43%
-$84,892.86 
XLI Industrial Select Sector SPDR Fund
-1.4%
-$330,039.6 
AVK Advent Convertible and Income Fund
-1.39%
-$6,247.84 
CORO Ishares International Country Rotational Active ETF
-1.37%
-$55,693.02 
XLU Utilities Select Sector SPDR Fund
-1.37%
-$279,856.38 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.35%
-$150,585 
TDVI FT Vest Technology Dividend Mutual Fund
-1.35%
-$4,981.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$21,652.34 
BLCR iShares Large Cap Core ACT ETF
-1.3%
-$57,843.2 
VEU Vanguard FTSE All-World ex-US ETF
-1.29%
-$14,105.3 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.28%
-$380,107.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.27%
-$19,945.59 
AMZN Amazon.com Inc
-1.25%
-$958,175.37 
HSBC HSBC Holdings plc Sponsored ADR
-1.25%
-$51,228.46 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$24,159.03 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$15,405.85 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.22%
-$108,389.34 
CMCSA Comcast Corp
-1.21%
-$82,028.84 
U Unity Software Inc.
-1.18%
-$5,837.52 
FBCG Fidelity Blue Chip Growth Fund
-1.18%
-$30,984.12 
RTX RTX Corporation
-1.17%
-$31,326.82 
SMR NuScale Power Corporation
-1.16%
-$3,303.6 
STWD Starwood Property Trust Inc.
-1.15%
-$11,686.32 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$609,098.89 
WMB The Williams Companies, Inc.
-1.11%
-$38,470.14 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-1.08%
-$4,200 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$43,803.9 
TPL Texas Pacific Land Corporation
-1.06%
-$70,583.72 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.06%
-$4,700.05 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.04%
-$12,153.41 
FAD First Trust Multi Cap Growth Fund
-1.03%
-$28,502.54 
QCOM QUALCOMM Incorporated
-1.02%
-$45,809.94 
BDYN iShares Dynamic Equity Active ETF
-1%
-$8,376.48 
BLOK Amplify Transformational Data Sharing ETF
-0.98%
-$7,354.37 
MFG Mizuho Financial Group Inc. ADR
-0.96%
-$43,478.27 
EVRG Evergy Inc.
-0.93%
-$9,061.48 
FNDF Schwab Fundamental International Large Company Index ETF
-0.93%
-$12,034.88 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.93%
-$415,874.86 
AMAX Adaptive Hedged Multi-Asset Income ETF
-0.93%
-$6,540.52 
XLE Energy Select Sector SPDR Fund
-0.92%
-$23,866.8 
NUV Nuveen Municipal Value Fund, Inc.
-0.92%
-$4,803.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.91%
-$14,459.69 
PFFD Global X U.S. Preferred ETF
-0.91%
-$3,206.28 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$102,839.94 
SPHQ Invesco S&P 500 Quality ETF
-0.9%
-$89,163.2 
ACHR Archer Aviation Inc.
-0.9%
-$2,549.3 
FTXN First Trust Nasdaq Oil & Gas ETF
-0.89%
-$26,236.49 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$51,171.78 
CVX Chevron Corporation
-0.89%
-$47,306.78 
FXU First Trust Utilities AlphaDEX Fund
-0.88%
-$7,482.5 
DX Dynex Capital Inc.
-0.88%
-$15,818.66 
AVDE Avantis International Equity ETF
-0.87%
-$286,578 
F Ford Motor Company
-0.86%
-$17,715.6 
IWY iShares Russell Top 200 Growth ETF
-0.86%
-$33,437.1 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$296,095.53 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.84%
-$141,104.42 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$208,715.92 
JHMM John Hancock Multifactor Mid Cap ETF
-0.83%
-$53,134.05 
IYW iShares U.S. Technology ETF
-0.82%
-$150,652.32 
NEE NextEra Energy, Inc.
-0.81%
-$9,861.06 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.81%
-$4,219.71 
EFA iShares MSCI EAFE ETF
-0.81%
-$17,552.6 
TTE TotalEnergies SE
-0.81%
-$12,657.7 
QQQM Invesco NASDAQ 100 ETF
-0.8%
-$46,801.36 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$175,872.12 
VGSR Vert Global Sustainable Real Estate ETF
-0.77%
-$53,541.33 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.77%
-$5,062.6 
MSIF MSC Income Fund Inc.
-0.76%
-$3,021.09 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$25,912.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$112,481 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$47,906.3 
CGBL Capital Group Core Balanced ETF
-0.7%
-$26,267.06 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.7%
-$33,657.54 
AVIV Avantis International Large Cap Value ETF
-0.69%
-$15,846.42 
THRO iShares U.S. Thematic Rotation Active ETF
-0.69%
-$22,690.47 
ARKX ARK Space & Defense Innovation ETF
-0.69%
-$2,285.58 
BIT BlackRock Multi-Sector Income Trust
-0.68%
-$2,350 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$32,123.03 
XLG Invesco S&P 500 Top 50 ETF
-0.67%
-$4,868.22 
FENI Fidelity Enhanced International ETF
-0.66%
-$12,978.09 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$37,520.61 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$144,790.26 
NULG Nuveen ESG Large-Cap Growth ETF
-0.64%
-$50,184.08 
JIVE JPMorgan International Value ETF
-0.64%
-$8,135.19 
EMLP First Trust North American Energy Infrastructure Fund
-0.63%
-$8,334.15 
AVLC Avantis U.S. Large Cap Equity ETF
-0.63%
-$13,372.79 
JGRO JPMorgan Active Growth ETF
-0.62%
-$39,591.63 
PTLC Pacer Trendpilot US Large Cap ETF
-0.6%
-$5,885.64 
AVUS Avantis U.S. Equity ETF
-0.6%
-$338,496.16 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.6%
-$61,252.25 
TFC Truist Financial Corporation
-0.59%
-$4,798.2 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.59%
-$77,740.83 
CGDV Capital Group Dividend Value ETF
-0.59%
-$25,669.93 
PATK Patrick Industries Inc.
-0.57%
-$6,821.22 
FMDE Fidelity Enhanced Mid Cap ETF
-0.56%
-$2,341.63 
XOM Exxon Mobil Corporation
-0.55%
-$84,386.08 
NIO Nio Inc.
-0.54%
-$988.46 
CDX Simplify High Yield ETF
-0.54%
-$28,489.48 
RDVI FT Vest Rising Dividend Achievers Fund
-0.54%
-$9,477.01 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$27,745.32 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.53%
-$124,578.63 
PGX Invesco Preferred ETF
-0.53%
-$1,089.99 
VO Vanguard Mid-Cap ETF
-0.52%
-$15,261.92 
EPD Enterprise Products Partners L.P.
-0.51%
-$21,420 
FPE First Trust Preferred Securities and Income ETF
-0.51%
-$2,073.06 
FDVV Fidelity High Dividend ETF
-0.51%
-$28,388.48 
APO Apollo Global Management, Inc.
-0.5%
-$7,259.2 
SCHH Schwab U.S. REIT ETF
-0.5%
-$1,343.32 
COP ConocoPhillips
-0.49%
-$40,708.8 
JHSC John Hancock Multifactor Small Cap ETF
-0.49%
-$2,363.87 
VTV Vanguard Value ETF
-0.49%
-$14,248.3 
DOW Dow Inc.
-0.48%
-$22,875.6 
DFAS Dimensional U.S. Small Cap ETF
-0.47%
-$14,346.52 
IVV iShares Core S&P 500 ETF
-0.47%
-$341,443 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$11,064.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$14,547.76 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$177,480.74 
AVGE FRCL 3 2022Q3 Hb Float
-0.46%
-$11,166.98 
VOO Vanguard S&P 500 ETF
-0.46%
-$66,751.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$427,677.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$41,453.52 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,519.44 
HEGD Swan Hedged Equity US Large Cap Fund
-0.43%
-$1,949.6 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$101,155.27 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.42%
-$8,391.24 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.42%
-$165,555.9 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.42%
-$2,915.69 
CGGR Capital Group Growth ETF
-0.42%
-$2,118.09 
DUHP Dimensional US High Profitability ETF
-0.41%
-$95,955.31 
SNPE Xtrackers S&P 500 ESG ETF
-0.39%
-$217,847.3 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$20,051.63 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$15,365.46 
O Realty Income Corporation
-0.37%
-$2,516.58 
XLF Financial Select Sector SPDR Fund
-0.37%
-$92,575.56 
VUG Vanguard Growth ETF
-0.36%
-$12,836.36 
SFLR Innovator Equity Managed Floor ETF
-0.36%
-$1,500.52 
BP BP p.l.c. Sponsored ADR
-0.36%
-$3,277.52 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.35%
-$3,554.8 
MISL First Trust Indxx Aerospace & Defense ETF
-0.35%
-$63,684.3 
IWM iShares Russell 2000 ETF
-0.35%
-$25,869.26 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$5,148.17 
SPYI NEOS S&P 500 High Income ETF
-0.34%
-$9,324.18 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$13,213.5 
AHR American Healthcare REIT, Inc.
-0.33%
-$5,238.14 
BUFQ FT Nasdaq Buffer ETF July.
-0.33%
-$7,837.18 
ET Energy Transfer L.P.
-0.33%
-$4,006.66 
DUK Duke Energy Corporation
-0.31%
-$9,013.12 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.31%
-$2,196.72 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.3%
-$1,202.28 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.3%
-$102,513.58 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$4,851.52 
XAIX Xtrackers AI and Big Data ETF
-0.29%
-$2,139.99 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.28%
-$11,308.8 
NLY Annaly Capital Management, Inc.
-0.27%
-$644.1 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.27%
-$7,811.75 
WINN Harbor Long-Term Growers ETF
-0.27%
-$2,264.22 
PRF Invesco FTSE RAFI US 1000 ETF
-0.27%
-$93,301.65 
XYLD Global X S&P 500 Covered Call ETF
-0.26%
-$1,250.7 
USB U.S. Bancorp
-0.26%
-$1,969.28 
DON WisdomTree U.S. MidCap Dividend Fund
-0.26%
-$1,605.44 
VOYA Voya Financial Inc.
-0.25%
-$3,801.2 
IDHQ Invesco S&P International Developed Quality ETF
-0.25%
-$91,036.44 
JAVA JPMorgan Active Value ETF
-0.24%
-$14,117.6 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.24%
-$516.65 
AVSC Avantis U.S. Small Cap Equity ETF
-0.24%
-$16,214.09 
XMHQ Invesco S&P MidCap Quality ETF
-0.23%
-$40,375.26 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.23%
-$100,848.49 
TYG Tortoise Energy Infrastructure Total Return Fund
-0.23%
-$1,384.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.22%
-$3,097.22 
AVLV Avantis U.S. Large Cap Value ETF
-0.21%
-$30,809.4 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$53,574.8 
SHYM iShares High Yield Bond ETF
-0.21%
-$3,146.72 
NUSC Nuveen ESG Small-Cap ETF
-0.2%
-$23,757.2 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.2%
-$135,963.1 
SO The Southern Company
-0.19%
-$4,301.22 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.18%
-$940.61 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.18%
-$510 
MBB iShares MBS ETF
-0.17%
-$8,163.36 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.17%
-$4,721.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.17%
-$5,624.79 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.17%
-$18,259.14 
MMIT NYLI MacKay Muni Intermediate ETF
-0.15%
-$481.85 
FLMI Franklin Dynamic Municipal Bond ETF
-0.15%
-$929.85 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.14%
-$14,695.68 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$14,871.9 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.14%
-$700.75 
BINC iShares Flexible Income Active ETF
-0.14%
-$925.61 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.13%
-$661.68 
SPHY SPDR Portfolio High Yield Bond ETF
-0.13%
-$15,207.87 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.13%
-$1,461.89 
FMB First Trust Managed Municipal Fund
-0.12%
-$871.44 
EVTR Eaton Vance Total Return Fund
-0.12%
-$828.18 
REG Regency Centers Corporation
-0.12%
-$2,254.41 
PYLD PIMCO Multisector Bond Active ETF
-0.12%
-$162,312.18 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$12,866.88 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.11%
-$6,664.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$1,114.37 
BUFR FT Vestladder Buffer ETF-USD I
-0.11%
-$14,098.48 
FTSD Franklin Short Duration U.S. Government ETF
-0.11%
-$1,757.03 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-0.1%
-$546.33 
FV First Trust Dorsey Wright Focus 5 ETF
-0.1%
-$2,691.45 
CTA Simplify Managed Futures Strategy ETF
-0.1%
-$1,224.54 
FSCO FS Credit Opportunities Corp.
-0.1%
-$246 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$575.65 
BSEP Innovator U.S. Equity Buffer ETF
-0.09%
-$609.3 
WTPI WisdomTree Equity Premium Income Fund
-0.09%
-$360.36 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$2,961.6 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$18,444.12 
CLSE Convergence Long/Short Equity Fund
-0.09%
-$2,603.55 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.09%
-$566.52 
AVIG Avantis Core Fixed Income ETF
-0.09%
-$2,210.46 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$2,870.9 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,017.63 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$561.22 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.08%
-$970.99 
FBND Fidelity Total Bond ETF
-0.08%
-$1,890.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$6,810.82 
AGGH Simplify Aggregate Bond ETF
-0.08%
-$34,337.57 
BA Boeing Company
-0.08%
-$2,038.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$885.36 
IWD iShares Russell 1000 Value ETF
-0.07%
-$2,770.58 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$2,185.55 
MUB iShares National Muni Bond ETF
-0.07%
-$2,127.09 
FTSL First Trust Senior Loan ETF
-0.07%
-$893.58 
MDLZ Mondelez International, Inc.
-0.06%
-$1,043.84 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.06%
-$371.77 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.06%
-$2,523.98 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$528.51 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$390.99 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.06%
-$2,922.03 
CPF Central Pacific Financial Corp.
-0.05%
-$640.14 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$314.4 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.05%
-$138.9 
DJIA Global X Dow 30 Covered Call ETF
-0.04%
-$178.11 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.04%
-$2,563.26 
CSX CSX Corporation
-0.04%
-$313.1 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$1,222.26 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$317.31 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$474.52 
INCM Franklin Income Focus ETF
-0.03%
-$162.69 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$1,101.18 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.02%
-$2,696.83 
BUCK Simplify Treasury Option Income ETF
-0.02%
-$335.52 
TJX The TJX Companies, Inc.
-0.02%
-$556.67 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$5,183.16 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.02%
-$100.31 
JPLD JPMorgan Limited Duration ETF
-0.02%
-$192.46 
JBND JPMorgan Active Bond ETF
-0.02%
-$186.16 
BNS Bank of Nova Scotia
-0.01%
-$102.5 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$1,817.57 
QGRO American Century U.S. Quality Growth ETF
-0.01%
-$141.5 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 5017 | Longs Won 3577/5017 71% | Profit Factor 6.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $932,090.25 |
| Average Win $281,077.69 | Best Trade (Sep 04) $30.86M | Sharpe Ratio -16.68 |
| Average Loss -$115,069.5 | Worst Trade (Sep 30) -$14.11M | Z-Score 3.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $167,373.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 310,820 | $68.67M | $103.53M | - | $34.86M | 50.77% | +0.244% |
| ABBV AbbVie Inc. | 16,882 | $3.86M | $4.42M | - | $560,651.22 | 14.53% | +1.781% |
| ABNB Airbnb, Inc. | 72,082 | $10.02M | $12.3M | - | $2.28M | 22.74% | +0.285% |
| ABT Abbott Laboratories | 15,336 | $1.9M | $1.58M | - | -$320,491.9 | -16.85% | +1.118% |
| ACHR Archer Aviation Inc. | 50,986 | $241,163.78 | $281,952.58 | - | $40,788.8 | 16.91% | -0.896% |
| ACN Accenture plc Class A | 22,337 | $2.78M | $4.36M | - | $1.58M | 56.72% | +6.049% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 25,475 | $525,804 | $527,459.87 | - | $1,655.87 | 0.31% | +0.072% |
| ADBE Adobe Inc. | 12,536 | $2.98M | $3.33M | - | $348,651.55 | 11.7% | +5.295% |
| ADI Analog Devices, Inc. | 21,131 | $5.81M | $7.64M | - | $1.83M | 31.58% | -4.551% |
| ADSK Autodesk, Inc. | 15,376 | $4.55M | $3.52M | - | -$1.03M | -22.67% | +7.768% |
| AFK VanEck Vectors Africa Index ETF | 10,818 | $263,634.66 | $308,204.82 | - | $44,570.16 | 16.91% | -1.725% |
| AGG iShares Core U.S. Aggregate Bond ETF | 90,811 | $9.06M | $8.71M | - | -$347,827.3 | -3.84% | -0.078% |
| AGGH Simplify Aggregate Bond ETF | 2.29M | $46.58M | $44.5M | - | -$2.08M | -4.46% | -0.077% |
| AHR American Healthcare REIT, Inc. | 29,594 | $1.05M | $1.58M | - | $532,813.76 | 50.86% | -0.33% |
| AIG American International Group Inc. | 19,067 | $1.61M | $1.45M | - | -$156,231.85 | -9.7% | +1.261% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 11,885 | $1,013.91 | $1,013.91 | - | - | - | 0.0 |
| AJG Arthur J. Gallagher & Co. | 16,934 | $3.89M | $4.29M | - | $401,843.65 | 10.34% | +5.401% |
| ALM Almonty Industries Inc. | 196,440 | $2.84M | $2.89M | - | $43,216.8 | 1.52% | -5.1% |
| AMAT Applied Materials, Inc. | 32,744 | $7.84M | $13.9M | - | $6.06M | 77.25% | -7.037% |
| AMAX Adaptive Hedged Multi-Asset Income ETF | 93,436 | $699,835.64 | $700,770 | - | $934.36 | 0.13% | -0.925% |
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FAQ
Which stocks have generated the highest profits for rosemary richard?
The largest contributions to the portfolio's profits come from the following stocks: Xtrackers S&P 500 ESG ETF - $26.11M, Invesco S&P 500 Quality ETF - $14.84M, NVIDIA Corporation - $12.46M, First Trust Nasdaq Semiconductor ETF - $10.94M, and Financial Select Sector SPDR Fund - $9.43M. 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: Johnson & Johnson - $12.54M, Booking Holdings Inc - $6.64M, Sea Ltd - $2.37M, IQVIA Holdings Inc - $2.33M, and CarMax Inc - $1.97M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does rosemary richard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $139.48M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $6.89M, Hartford Total Return Bond ETF - $5.25M, Hartford Multifactor Developed Markets (ex-US) ETF - $4.52M, PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $3.92M, and The Real Estate Select Sector SPDR Fund - $3.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are rosemary richard's monthly returns?
rosemary richard'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 rosemary richard's strategy be considered aggressive or moderate?
rosemary richard'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 rosemary richard's strategy?
rosemary richard'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.
