FFA
Fi3 FINANCIAL ADVISORS LLC Portfolio
Invests via Fi3 FINANCIAL ADVISORS LLC | Managed by Ivan D. Hoffman, Samuel D. Muse, Matthew J. Simpson
Invests via Fi3 FINANCIAL ADVISORS LLC
Managed by Ivan D. Hoffman, Samuel D. Muse, Matthew J. Simpson
Automatically Tracked
Company Profile
Fi3 Financial Advisors LLC operates as a specialized financial advisory firm, focusing on personalized wealth management and strategic investment guidance. With expertise in navigating complex capital markets, the firm supports a diverse client base through tailored financial solutions that address their unique needs. By combining industry knowledge with innovative approaches, they have established themselves as key players in the advisory landscape, helping clients achieve their financial goals efficiently. Their commitment to client service and deep market insights positions them advantageously for future growth opportunities within the evolving financial services sector.
Fi3 Financial Advisors LLC operates as a specialized financial advisory firm, focusing on personalized wealth management and strategic investment guidance. With expertise in navigating complex capital markets, the firm supports a diverse client base through tailored financial solutions that address their unique needs. By combining industry knowledge with innovative approaches, they have established themselves as key players in the advisory landscape, helping clients achieve their financial goals efficiently. Their commitment to client service and deep market insights positions them advantageously for future growth opportunities within the evolving financial services sector.
Investment Philosophy & Strategy
At the intersection of opportunity and strategic insight, Fi3 Financial Advisors LLC excels in delivering bespoke financial solutions. This firm prioritizes innovation while maintaining a client-centric approach to wealth management. By leveraging extensive market knowledge and adaptive strategies, they effectively respond to evolving client needs and capitalize on emerging trends. Their deep understanding of capital markets enhances decision-making processes, allowing for tailored investment guidance that aligns with unique financial aspirations. As they continue to forge strong relationships within diverse sectors, their entrepreneurial spirit fosters resilience against industry shifts.
At the intersection of opportunity and strategic insight, Fi3 Financial Advisors LLC excels in delivering bespoke financial solutions. This firm prioritizes innovation while maintaining a client-centric approach to wealth management. By leveraging extensive market knowledge and adaptive strategies, they effectively respond to evolving client needs and capitalize on emerging trends. Their deep understanding of capital markets enhances decision-making processes, allowing for tailored investment guidance that aligns with unique financial aspirations. As they continue to forge strong relationships within diverse sectors, their entrepreneurial spirit fosters resilience against industry shifts.
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:
96.32%
Gain +0.01%
Monthly
1.11%
Yearly
14.12%
Drawdown
25.85%
$955.48M
Equity
Holdings
$955.48M
Investment
$1.11B
-$41.06M
Profit +$2.41M
Realized
$115.2M
Unrealized
-$156.26M
Dividends
$22.34M
Goals
Avg. 9.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$2.41M
Win %
69%
This Week
Compared To Last Week
Gain
0.45%
Profit
$4.24M
Win %
69%
This Month
Compared to last month
Gain
-12.91%
Profit
-$141.6M
Win %
69%
This Year
Compared to last year
Gain
-16.21%
Profit
-$184.76M
Win %
69%
NET Cloudflare, Inc. Class A Common Stock
+6.83%
+$94,491.49 
PANW Palo Alto Networks, Inc.
+6.64%
+$161,692.28 
RBRK Rubrik Inc. Class A Common Stock
+6.21%
+$26,197.5 
CRWD CrowdStrike Holdings, Inc.
+6.17%
+$64,107.16 
DDOG Datadog Inc. Class A
+5.72%
+$21,918.5 
COP ConocoPhillips
+4.54%
+$3,408.18 
FTI TechnipFMC plc
+4.4%
+$8,499.54 
ISRG Intuitive Surgical Inc.
+3.12%
+$11,631.02 
FTNT Fortinet, Inc.
+2.97%
+$29,611.54 
LITE Lumentum Holdings Inc.
+2.88%
+$14,039.91 
CVX Chevron Corporation
+2.82%
+$6,182.4 
XOM ExxonMobil Holdings Corporation
+2.65%
+$7,301.84 
CDNS Cadence Design Systems, Inc.
+2.61%
+$6,528.65 
MRVL Marvell Technology Inc.
+2.55%
+$9,738.45 
MDB MongoDB, Inc. Class A Common Stock
+2.4%
+$15,442.13 
DELL Dell Technologies Inc. Class C Common Stock
+2.37%
+$3,472.25 
CGNX Cognex Corporation
+2.36%
+$8,155.38 
WMB The Williams Companies, Inc.
+2.11%
+$2,372.08 
SNOW Snowflake Inc. Common Stock
+2.04%
+$235,745.65 
AMD Advanced Micro Devices Inc.
+2.02%
+$10,064.12 
LMT Lockheed Martin Corporation
+1.99%
+$11,117.95 
APH Amphenol Corp. Class A Common Stock
+1.92%
+$4,715.18 
INTC Intel Corporation
+1.87%
+$5,167.8 
TXN Texas Instruments Inc.
+1.82%
+$36,028.74 
MEDP Medpace Holdings, Inc.
+1.81%
+$9,606.58 
ANET Arista Networks Inc.
+1.78%
+$11,539.81 
NTNX Nutanix, Inc. Class A Common Stock
+1.75%
+$1,906.37 
KEYS Keysight Technologies, Inc.
+1.74%
+$99,863.19 
CSCO Cisco Systems, Inc.
+1.59%
+$1,055.44 
TER Teradyne, Inc.
+1.58%
+$29,653.43 
STX Seagate Technology Holdings plc
+1.54%
+$5.3M 
FCX Freeport-McMoRan Inc.
+1.49%
+$3,731.52 
ADI Analog Devices, Inc.
+1.46%
+$21,127.4 
GLW Corning Incorporated
+1.32%
+$4,565.76 
LRCX Lam Research Corp.
+1.31%
+$19,814.58 
JCI Johnson Controls International plc
+1.26%
+$8,845.2 
QCOM QUALCOMM Incorporated
+1.19%
+$15,653.94 
SNDK Sandisk Corp.
+1.11%
+$18,985.95 
NTRS Northern Trust Corporation
+0.95%
+$7,587.76 
NTRA Natera, Inc.
+0.93%
+$7,851.65 
CIEN Ciena Corp.
+0.92%
+$4,992.55 
EMR Emerson Electric Co.
+0.88%
+$944.71 
XLK State Street Technology Select Sector SPDR ETF
+0.84%
+$1,383.12 
MSFT Microsoft Corporation Common Stock
+0.79%
+$16,810.7 
AVGO Broadcom Inc.
+0.78%
+$27,878.76 
AME AMETEK, Inc.
+0.78%
+$1,949.28 
IBM International Business Machines Corporation
+0.77%
+$4,204.2 
ROK Rockwell Automation Inc.
+0.76%
+$13,488.58 
ARW Arrow Electronics Inc.
+0.67%
+$5,254.24 
ARMK Aramark
+0.67%
+$138.25 
LRMR Larimar Therapeutics, Inc.
+0.66%
+$43.73 
SYK Stryker Corp.
+0.66%
+$5,917.09 
PSX Phillips 66
+0.62%
+$5,713.56 
ABT Abbott Laboratories
+0.57%
+$983.1 
DINO HF Sinclair Corporation
+0.55%
+$657.94 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.46%
+$1,354.5 
QQQ Invesco QQQ Trust, Series 1
+0.42%
+$1,702.28 
GNSS Genasys Inc.
+0.34%
+$4.12 
VRT Vertiv Holdings Co Class A Common Stock
+0.34%
+$370.51 
CME CME Group Inc. Class A Common Stock
+0.31%
+$1,082.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$10,081.82 
CMI Cummins Inc.
+0.27%
+$764.2 
VLO Valero Energy Corporation
+0.26%
+$4,633.14 
CFG Citizens Financial Group Inc.
+0.24%
+$1,122.56 
GEV GE Vernova Inc.
+0.23%
+$22,081.2 
NOW ServiceNow Inc.
+0.22%
+$1,499.75 
BA The Boeing Company
+0.21%
+$118.95 
FMB First Trust Managed Municipal ETF
+0.19%
+$935.27 
DE Deere & Company
+0.16%
+$1,351.38 
ILMN Illumina Inc.
+0.13%
+$645.07 
ZM Zoom Communications, Inc. Class A Common Stock
+0.13%
+$475.62 
KLAC KLA Corporation
+0.08%
+$318.96 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$69.3 
ETN Eaton Corporation plc
+0.06%
+$427.65 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$164.4 
LKFN Lakeland Financial Corp.
+0.05%
+$66.39 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$65.24 
FITB Fifth Third Bancorp
+0.04%
+$36.7 
GILD Gilead Sciences Inc.
+0.04%
+$545.46 
TTC The Toro Company
+0.04%
+$67.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$80.61 
ABBV AbbVie Inc.
+0.02%
+$424.8 
LIN Linde plc
0%
+$0.3 G200
G2004J103
0%
$0 
FIX Comfort Systems USA Inc.
-7.48%
-$301,934.52 
TMUS T-Mobile US Inc.
-5.57%
-$31,417.36 
DG Dollar General Corp.
-5.35%
-$51,522 
CBRE CBRE Group Inc. Class A Common Stock
-5.03%
-$9,622.81 
ACN Accenture plc
-4.25%
-$37,113.2 
TXRH Texas Roadhouse Inc.
-4.09%
-$8,179.99 
ODFL Old Dominion Freight Line, Inc.
-3.78%
-$385,365.99 
NEM Newmont Corporation
-3.54%
-$7,920.11 
AXP American Express Company
-3.54%
-$313,157.57 
DAL Delta Air Lines, Inc.
-3.46%
-$3,397.6 
UAL United Airlines Holdings, Inc.
-3.44%
-$4,141.8 
HWM Howmet Aerospace Inc.
-3.25%
-$14,196.51 
MHK Mohawk Industries Inc.
-3.23%
-$70,724.3 
MET MetLife, Inc.
-3.04%
-$14,719.95 
CRS Carpenter Technology Corporation
-2.96%
-$76,441.91 
CHTR Charter Communications Inc. Class A Common Stock
-2.96%
-$38,895.81 
BRK-B Berkshire Hathaway Inc.
-2.85%
-$250,858.69 
HD The Home Depot, Inc.
-2.84%
-$6,547.2 
PEP PepsiCo, Inc.
-2.83%
-$8,759.97 
BKNG Booking Holdings Inc.
-2.79%
-$17,151.84 
SYY Sysco Corp.
-2.73%
-$1,955.66 
TGT Target Corp.
-2.68%
-$8,318.88 
VIK Viking Holdings Ltd.
-2.62%
-$8,297.02 
PCG PG&E Corporation
-2.58%
-$4,217.65 
EXPE Expedia Group Inc.
-2.52%
-$42,721.06 
ROST Ross Stores Inc.
-2.51%
-$2,721.53 
INTU Intuit Inc.
-2.48%
-$123,367.32 
CI The Cigna Group
-2.4%
-$16,846.8 
GIS General Mills Inc.
-2.35%
-$2,891.62 
GE General Electric Company
-2.27%
-$7,797.23 
LLY Eli Lilly and Company
-2.25%
-$219,097.75 
CAT Caterpillar Inc.
-2.13%
-$9,302.58 
PG The Procter & Gamble Company
-2.09%
-$9,264.8 
MNST Monster Beverage Corporation
-1.99%
-$1,346.08 
ADBE Adobe Inc.
-1.97%
-$11,544.38 
MCO Moody's Corporation
-1.93%
-$20,407.82 
BMY Bristol-Myers Squibb Company
-1.9%
-$4,856.48 
MOH Molina Healthcare Inc.
-1.9%
-$10,373.64 
MAS Masco Corporation
-1.9%
-$2,495.29 
TPR Tapestry Inc.
-1.9%
-$1,846.8 
UBER Uber Technologies Inc.
-1.88%
-$1,137.5 
HPQ HP Inc.
-1.87%
-$863.73 
MCD McDonald's Corporation
-1.84%
-$6,065.47 
MESO Mesoblast Ltd Sponsored ADR
-1.83%
-$1,814.93 
MRK Merck & Co., Inc.
-1.8%
-$9,216.73 
MA Mastercard Inc. Class A Common Stock
-1.76%
-$9,313.04 
A AgileThought, Inc. Class A Common Stock
-1.75%
-$9,991.22 
HLT Hilton Worldwide Holdings Inc.
-1.71%
-$21,732.14 
BURL Burlington Stores Inc.
-1.68%
-$45,169 
CB Chubb Limited
-1.66%
-$30,765.11 
JNJ Johnson & Johnson
-1.64%
-$32,966.89 
WDC Western Digital Corp.
-1.59%
-$43,386.4 
MO Altria Group, Inc.
-1.56%
-$16,413.44 
FDX FedEx Corp.
-1.55%
-$49,744.19 
UNP Union Pacific Corp.
-1.54%
-$15,359.74 
BLK BlackRock, Inc.
-1.5%
-$82,991.99 
SPNT SiriusPoint Ltd.
-1.48%
-$1,054.52 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.46%
-$51,741.12 
CW Curtiss-Wright Corporation
-1.4%
-$4,554.81 
TXT Textron Inc.
-1.4%
-$1,715.66 
AON Aon plc Class A
-1.35%
-$6,719.2 
CRM Salesforce, Inc.
-1.35%
-$2,429.76 
DHR Danaher Corp.
-1.33%
-$9,906.4 
JPM JPMorgan Chase & Co.
-1.29%
-$14,977.31 
COST Costco Wholesale Corp
-1.27%
-$15,511.1 
MRSH Marsh & McLennan Companies, Inc.
-1.27%
-$1,706.06 
BWA BorgWarner Inc.
-1.27%
-$935.53 
V Visa Inc. Class A
-1.26%
-$12,559.64 
ABNB Airbnb Inc. Class A Common Stock
-1.25%
-$4,719.43 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$11,175.6 
RTX RTX Corporation
-1.23%
-$6,455.39 
MS Morgan Stanley Common Stock
-1.2%
-$2,117.18 
GDDY GoDaddy Inc. Class A Common Stock
-1.18%
-$3,446.55 
TJX The TJX Companies, Inc.
-1.16%
-$998.64 
PFE Pfizer Inc.
-1.13%
-$2,441.91 
C Citigroup Inc.
-1.12%
-$10,909.31 
WWD Woodward, Inc.
-1.11%
-$14,617.68 
TRV The Travelers Companies, Inc.
-1.11%
-$2,785.5 
AMGN Amgen Inc. Common Stock
-1.09%
-$5,079.41 
WMT Walmart Inc.
-1.08%
-$6,126.87 
RBLX Roblox Corp. Class A Common Stock
-1.05%
-$409.06 
EIX Edison International
-1.03%
-$354.62 
RL Ralph Lauren Corp. Class A Common Stock
-1%
-$9,373.46 
COF Capital One Financial Corp.
-0.99%
-$105,689.92 
KKR Korro Bio, Inc.
-0.99%
-$539.12 
SCHW The Charles Schwab Corporation
-0.96%
-$325.6 
UPS United Parcel Service, Inc. Class B Common Stock
-0.88%
-$1,844.97 
AIT Applied Industrial Technologies Inc.
-0.86%
-$128,055.26 
NBIX Neurocrine Biosciences, Inc.
-0.84%
-$10,923.79 
AXS Axis Capital Holdings Ltd.
-0.83%
-$824.76 
ADP Automatic Data Processing Inc.
-0.81%
-$3,195 
INCY Incyte Corp.
-0.81%
-$2,504.93 
VZ Verizon Communications Inc.
-0.8%
-$654.84 
WFC Wells Fargo & Company
-0.8%
-$2,007.06 
DTE DTE Energy Company
-0.79%
-$14,728.35 
EME EMCOR Group, Inc.
-0.78%
-$109,517.34 
SPGI S&P Global Inc.
-0.68%
-$9,770.61 
PAYX Paychex Inc.
-0.65%
-$237.93 
TOL Toll Brothers, Inc.
-0.63%
-$4,174.11 
GS The Goldman Sachs Group, Inc.
-0.59%
-$13,576.5 
TSLA Tesla, Inc.
-0.57%
-$2,825.11 
USB U.S. Bancorp
-0.57%
-$702.78 
PM Philip Morris International Inc.
-0.56%
-$43,430.58 
NFLX Netflix Inc.
-0.53%
-$421.03 
ATO Atmos Energy Corporation
-0.51%
-$5,037.12 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$470.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$20,566.42 
TTWO Take-Two Interactive Software, Inc.
-0.48%
-$878 
ES Eversource Energy
-0.47%
-$522.88 
IEFA iShares Core MSCI EAFE ETF
-0.46%
-$641.96 
BAC Bank of America Corporation
-0.45%
-$560.28 
META Meta Platforms Inc Class A
-0.43%
-$117,642 
EFA iShares MSCI EAFE ETF
-0.43%
-$4,510.52 
SCHV Schwab U.S. Large-Cap Value ETF
-0.38%
-$4,008.42 
AAPL Apple Inc.
-0.37%
-$1,396.48 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$18,355.68 
GOOGL Alphabet Inc
-0.32%
-$10,744.65 
AMZN Amazon.com Inc
-0.32%
-$3,532.09 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.31%
-$51,093.84 
VB Vanguard Small-Cap ETF
-0.28%
-$5,359.77 
APP AppLovin Corporation Class A Common Stock
-0.27%
-$1,450 
VEA Vanguard FTSE Developed Markets ETF
-0.27%
-$910.2 
UTHR United Therapeutics Corporation
-0.27%
-$3,511.44 
DIS The Walt Disney Company
-0.27%
-$3,774.9 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.27%
-$144,407.76 
VRSN VeriSign, Inc.
-0.25%
-$3,306.38 
DKNG DraftKings Inc. Class A Common Stock
-0.24%
-$102.45 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$380.56 
GOOG Alphabet Inc
-0.22%
-$3,396.19 
GD General Dynamics Corp.
-0.22%
-$370,137.65 
TT Trane Technologies plc
-0.22%
-$2,054.44 
IVV iShares Core S&P 500 ETF
-0.21%
-$5,204.01 
VOO Vanguard S&P 500 ETF
-0.21%
-$18,523.68 
USRT iShares Core U.S. REIT ETF
-0.21%
-$40,523.6 
VT Vanguard Total World Stock ETF
-0.2%
-$13,122.56 
SPY State Street SPDR S&P 500 ETF Trust
-0.19%
-$5,318.85 
MLI Mueller Industries, Inc.
-0.18%
-$571.4 
NEE NextEra Energy Inc.
-0.18%
-$521.86 
IJR iShares Core S&P Small-Cap ETF
-0.17%
-$2,135.91 
VTI Vanguard Total Stock Market ETF
-0.16%
-$15,352.23 
IWB iShares Russell 1000 ETF
-0.15%
-$1,562.5 
BND Vanguard Total Bond Market ETF
-0.13%
-$107.06 
IXUS iShares Core MSCI Total International Stock ETF
-0.11%
-$456.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$481.02 
NVDA NVIDIA Corporation
-0.06%
-$653.93 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$116.28 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$65.37 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.02%
-$179.36 Events
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Dividends
Dividend Analysis
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| Trades 2071 | Longs Won 1362/2071 65% | Profit Factor 0.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.72M |
| Average Win $126,062.37 | Best Trade (Jun 30) $8.77M | Sharpe Ratio -9.45 |
| Average Loss -$300,080.48 | Worst Trade (Oct 20) -$169.3M | Z-Score 5.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy -$19,826.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 59,099.09% | 8,654.7% | 2,813.2% | 1,267.43% | 682.86% | 411.98% | 268.73% | 185.61% | 133.91% |
| Consecutive Losing Trades | 3,185 | 2,866 | 2,548 | 2,229 | 1,911 | 1,592 | 1,274 | 955 | 637 | 318 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 3,292 | $401,856.01 | $562,454.66 | - | $160,598.65 | 39.96% | -1.745% |
| AAPL Apple Inc. | 1,091 | $276,884.89 | $378,511.54 | - | $101,626.65 | 36.7% | -0.368% |
| ABBV AbbVie Inc. | 7,080 | $1.62M | $2.02M | - | $403,435.81 | 24.96% | +0.021% |
| ABNB Airbnb Inc. Class A Common Stock | 2,155 | $274,040.28 | $374,043.35 | - | $100,003.07 | 36.49% | -1.246% |
| ABT Abbott Laboratories | 1,695 | $188,116.25 | $174,737.55 | - | -$13,378.7 | -7.11% | +0.566% |
| ACN Accenture plc | 3,377 | $707,191.64 | $836,651.75 | - | $129,460.11 | 18.31% | -4.248% |
| ADBE Adobe Inc. | 2,170 | $588,192.88 | $575,549.1 | - | -$12,643.78 | -2.15% | -1.966% |
| ADI Analog Devices, Inc. | 3,746 | $1.33M | $1.47M | - | $134,352.55 | 10.09% | +1.462% |
| ADP Automatic Data Processing Inc. | 1,278 | $286,208.1 | $390,352.32 | - | $104,144.22 | 36.39% | -0.812% |
| AIT Applied Industrial Technologies Inc. | 46,397 | $15.69M | $14.69M | - | -$997,999.01 | -6.36% | -0.864% |
| AMD Advanced Micro Devices Inc. | 979 | $200,864.04 | $507,327.59 | - | $306,463.55 | 152.57% | +2.024% |
| AME AMETEK, Inc. | 1,048 | $198,994.25 | $252,232.64 | - | $53,238.39 | 26.75% | +0.779% |
| AMGN Amgen Inc. Common Stock | 1,043 | $377,691.16 | $461,433.63 | - | $83,742.47 | 22.17% | -1.089% |
| AMZN Amazon.com Inc | 4,471 | $931,175.17 | $1.12M | - | $184,741.72 | 19.84% | -0.316% |
| ANET Arista Networks Inc. | 3,796 | $355,062.38 | $660,921.56 | - | $305,859.18 | 86.14% | +1.777% |
| AON Aon plc Class A | 1,623 | $531,347.43 | $491,217.18 | - | -$40,130.25 | -7.55% | -1.349% |
| APH Amphenol Corp. Class A Common Stock | 3,356 | $106,009.33 | $249,938.1 | - | $143,928.77 | 135.77% | +1.923% |
| APP AppLovin Corporation Class A Common Stock | 2,000 | $1.03M | $527,110 | - | -$503,349.96 | -48.85% | -0.274% |
| ARMK Aramark | 395 | $22,475.5 | $20,883.65 | - | -$1,591.85 | -7.08% | +0.666% |
| ARW Arrow Electronics Inc. | 3,753 | $800,927.73 | $791,132.4 | - | -$9,795.33 | -1.22% | +0.669% |
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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 Fi3 FINANCIAL ADVISORS LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $26.31M, Vanguard FTSE Developed Markets ETF - $21.07M, iShares Core S&P Small-Cap ETF - $15.8M, State Street SPDR S&P 500 ETF Trust - $10.11M, and Eli Lilly and Company - $9.17M. 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: Larimar Therapeutics, Inc - $820,841.1, Inotiv Inc - $770,124.02, Atlassian Corporation Class A Common Stock - $314,625.39, UnitedHealth Group Inc - $284,004.87, and iShares MSCI Emerging Markets ETF - $200,365.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fi3 FINANCIAL ADVISORS LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.34M earned over time. The largest contributors to dividend income include Vanguard FTSE Developed Markets ETF - $4.79M, iShares Core S&P 500 ETF - $2.3M, iShares Core S&P Small-Cap ETF - $2.12M, General Dynamics Corp - $1.53M, and State Street SPDR S&P 500 ETF Trust - $1.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fi3 FINANCIAL ADVISORS LLC's monthly returns?
Fi3 FINANCIAL ADVISORS LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Fi3 FINANCIAL ADVISORS LLC's strategy be considered aggressive or moderate?
Fi3 FINANCIAL ADVISORS LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Fi3 FINANCIAL ADVISORS LLC's strategy?
Fi3 FINANCIAL ADVISORS LLC'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.
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