PF
Phillip Fitzsimmons Portfolio
Invests via Hennion & Walsh Asset Management Inc. | Managed by Hennion & Walsh Asset Management Inc.
Invests via Hennion & Walsh Asset Management Inc.
Managed by Hennion & Walsh Asset Management Inc.
Automatically Tracked
Phillip Fitzsimmons Profile
With a distinguished career in corporate finance, Phillip Fitzsimmons has established himself as a prominent investor-operator within the technology sector. His extensive experience spans leadership roles at various innovative firms, where he spearheaded growth strategies and operational enhancements. Renowned for his ability to identify market trends, he has played a pivotal role in transforming startups into thriving enterprises. Additionally, Fitzsimmons' keen insight into capital markets allows him to navigate complex investment landscapes effectively. Through strategic partnerships and an unwavering focus on technological advancement, he continues to drive significant impact across industry verticals.
With a distinguished career in corporate finance, Phillip Fitzsimmons has established himself as a prominent investor-operator within the technology sector. His extensive experience spans leadership roles at various innovative firms, where he spearheaded growth strategies and operational enhancements. Renowned for his ability to identify market trends, he has played a pivotal role in transforming startups into thriving enterprises. Additionally, Fitzsimmons' keen insight into capital markets allows him to navigate complex investment landscapes effectively. Through strategic partnerships and an unwavering focus on technological advancement, he continues to drive significant impact across industry verticals.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Phillip Fitzsimmons capitalizes on his operational expertise and market acuity to foster innovation-driven investments. His approach is characterized by a commitment to scaling emerging companies through targeted strategic initiatives and resource optimization. By prioritizing partnerships that enhance technological capabilities, he effectively positions businesses for sustainable growth in competitive environments. This dynamic strategy not only addresses immediate challenges but also anticipates long-term sector shifts, making him an influential player in shaping industry trajectories.
In the rapidly evolving technology landscape, Phillip Fitzsimmons capitalizes on his operational expertise and market acuity to foster innovation-driven investments. His approach is characterized by a commitment to scaling emerging companies through targeted strategic initiatives and resource optimization. By prioritizing partnerships that enhance technological capabilities, he effectively positions businesses for sustainable growth in competitive environments. This dynamic strategy not only addresses immediate challenges but also anticipates long-term sector shifts, making him an influential player in shaping industry trajectories.
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:
54.15%
Gain -0.4%
Monthly
0.53%
Yearly
6.49%
Drawdown
24.94%
$3.38B
Equity
Holdings
$3.38B
Investment
$2.83B
$629.12M
Profit -$9.02M
Realized
$79.37M
Unrealized
$549.75M
Dividends
$399.98M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$9.02M
Win %
58%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$47.23M
Win %
58%
This Month
Compared to last month
Gain
-1.39%
Profit
-$47.7M
Win %
58%
This Year
Compared to last year
Gain
-2.88%
Profit
-$99.84M
Win %
58%
FUBO FuboTV Inc.
+6.21%
+$8,240.68 
AVAV AeroVironment Inc.
+6.15%
+$156,966.48 
VEON Veon Ltd.
+6.09%
+$116,891.28 
ASO Academy Sports and Outdoors, Inc.
+5.54%
+$17,154.78 
OII Oceaneering International, Inc.
+5.28%
+$61,440 
PAGS PagSeguro Digital Ltd.
+5.25%
+$13,517.33 
CACI Caci International Inc.
+3.52%
+$83,677.68 
AAPL Apple Inc.
+3.31%
+$710,473.32 
OLMA Olema Pharmaceuticals Inc.
+3.06%
+$133,080.82 
GDDY Godaddy Inc.
+2.99%
+$7,358.4 
GME Gamestop Corp.
+2.94%
+$7,765.87 
WIX Wix.com Ltd.
+2.89%
+$11,038.17 
APP AppLovin Corporation Class A Common Stock
+2.84%
+$11,220.4 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+2.72%
+$22,580.8 
CARG CarGurus, Inc.
+2.67%
+$21,049.66 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+2.61%
+$4,441.77 
PATH Uipath Inc.
+2.58%
+$21,800.8 
MIRM Mirum Pharmaceuticals Inc.
+2.5%
+$92,230.32 
PKG Packaging Corporation of America
+2.46%
+$5,250.78 
CMCSA Comcast Corp
+2.42%
+$15,643.74 
RDW Redwire Corporation
+2.41%
+$16,227.14 
ISRG Intuitive Surgical, Inc.
+2.37%
+$83,809 
PINS Pinterest, Inc. Class A
+2.27%
+$24,311.53 
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
+2.25%
+$30,133.88 
NXST Nexstar Media Group Inc.
+2.24%
+$9,366.83 
TWLO Twilio Inc.
+2.21%
+$15,200.66 
WST West Pharmaceutical Services, Inc.
+2.2%
+$19,999.59 
ALLO Allogene Therapeutics Inc.
+2.16%
+$27,037.51 
AVT Avnet Inc.
+2.09%
+$4,662.14 
CXM Sprinklr Inc.
+2.07%
+$3,208.92 
PM Philip Morris International Inc.
+2.06%
+$141,385.84 
HQY HealthEquity Inc.
+2.03%
+$6,228.04 
DVN Devon Energy Corporation
+1.94%
+$6,748.8 
IDT IDT Corporation
+1.93%
+$18,063.59 
TPR Tapestry Inc.
+1.84%
+$3,812.9 
PYPL PayPal Holdings Inc
+1.82%
+$5,702.85 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+1.82%
+$8,613.41 
ADSK Autodesk, Inc.
+1.78%
+$7,172.32 
T AT&T Inc.
+1.71%
+$12,233.93 
DASH DoorDash, Inc.
+1.7%
+$98,630.27 
TVTX Travere Therapeutics Inc.
+1.68%
+$191,189.05 
UBER Uber Technologies, Inc.
+1.67%
+$36,488.97 
ESLT Elbit Systems Ltd.
+1.6%
+$3,245.76 
JKHY Jack Henry & Associates, Inc.
+1.6%
+$10,469.88 
MBWM Mercantile Bank Corporation
+1.59%
+$12,690.24 
EXPE Expedia Group, Inc.
+1.59%
+$22,928.12 
PAYS Paysign Inc.
+1.57%
+$11,560.98 
PFBC Preferred Bank
+1.56%
+$22,727.46 
CALM Cal-Maine Foods Inc.
+1.56%
+$44,988.96 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.5%
+$8,524.07 
OPRA Opera Limited ADR
+1.46%
+$27,020.08 
UNM Unum Group
+1.45%
+$10,207.35 
CHWY Chewy Inc.
+1.42%
+$3,537.64 
TRST TrustCo Bank Corp NY
+1.42%
+$9,732.73 
DLB Dolby Laboratories Inc.
+1.41%
+$20,816.49 
ALKS Alkermes plc
+1.37%
+$29,336.54 
ALV Autoliv, Inc.
+1.35%
+$11,406.75 
TSN Tyson Foods Inc.
+1.35%
+$18,256 
MELI MercadoLibre, Inc.
+1.34%
+$26,682.76 
VTR Ventas Inc.
+1.34%
+$26,568 
TBLA Taboola.com Ltd.
+1.34%
+$1,447.89 
ABBV AbbVie Inc.
+1.32%
+$79,122.24 
ANDE The Andersons, Inc.
+1.29%
+$10,021.17 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.29%
+$9,425.85 
GSBC Great Southern Bancorp Inc.
+1.28%
+$6,694.28 
MFC Manulife Financial Corporation
+1.28%
+$23,777.6 
NXPI NXP Semiconductors N.V.
+1.25%
+$12,563.52 
BHB Bar Harbor Bankshares
+1.23%
+$7,618.52 
CARS Cars.com Inc.
+1.2%
+$4,970.56 
MO Altria Group, Inc.
+1.19%
+$66,414.33 
CVBF CVB Financial Corp.
+1.16%
+$7,429.29 
DCO Ducommun Inc.
+1.16%
+$94,348.05 
DHT DHT Holdings Inc.
+1.16%
+$2,707.01 
HONA Honeywell Aerospace Inc.
+1.15%
+$2,711.11 
FANG Diamondback Energy Inc
+1.14%
+$4,590.8 
LMT Lockheed Martin Corporation
+1.12%
+$108,721.2 
TMP Tompkins Financial Corporation
+1.11%
+$3,242.16 
WABC Westamerica Bancorporation
+1.1%
+$7,483.52 
LNG Cheniere Energy Inc.
+1.08%
+$9,672.65 
MSBI Midland States Bancorp Inc.
+1.08%
+$3,953.99 
WASH Washington Trust Bancorp Inc.
+1.07%
+$3,866.15 
HPQ HP Inc.
+1.06%
+$6,826.52 
ACN Accenture plc Class A
+1.05%
+$10,828.05 
FTNT Fortinet Inc.
+1.02%
+$56,214.4 
VVX V2X Inc.
+1.01%
+$37,824.95 
HAS Hasbro Inc.
+1.01%
+$25,717.5 
NBIX Neurocrine Biosciences Inc.
+0.94%
+$8,539.4 
CPAY Corpay, Inc.
+0.92%
+$9,257.64 
NMR Nomura Holdings Inc. Sponsored ADR
+0.91%
+$10,449.52 
HUBG Hub Group Inc.
+0.91%
+$4,077.44 
EQT EQT Corporation
+0.9%
+$12,061.84 
PEBO Peoples Bancorp Inc.
+0.89%
+$6,895.7 
DIS The Walt Disney Company
+0.88%
+$3,475.76 
HAFC Hanmi Financial Corporation
+0.88%
+$3,131.23 
MTCH Match Group, Inc.
+0.87%
+$7,588.8 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$10,619.85 
EBAY eBay Inc.
+0.86%
+$6,983.83 
FFBC First Financial Bancorp.
+0.86%
+$6,199.07 
ITRN Ituran Location and Control Ltd.
+0.86%
+$17,971.8 
TNL Travel + Leisure Co.
+0.82%
+$12,911.86 
CCNE CNB Financial Corporation
+0.82%
+$3,021.67 
SNPS Synopsys, Inc.
+0.81%
+$23,697.44 
FCF First Commonwealth Financial Corporation
+0.81%
+$2,715.75 
CPF Central Pacific Financial Corp.
+0.8%
+$8,318.1 
GLBE Global-E Online Ltd.
+0.8%
+$2,384.96 
FRME First Merchants Corporation
+0.79%
+$1,629.12 
NTGR Netgear Inc.
+0.78%
+$3,062.66 
UBSI United Bankshares, Inc.
+0.78%
+$1,794.63 
DXCM DexCom, Inc.
+0.78%
+$9,327.5 
UPS United Parcel Service, Inc.
+0.77%
+$4,676.28 
COLB Columbia Banking System, Inc.
+0.77%
+$6,367.97 
KR Kroger Co.
+0.76%
+$27,950.86 
XOM Exxon Mobil Corporation
+0.76%
+$59,169.08 
PANW Palo Alto Networks, Inc.
+0.75%
+$140,001.12 
FLGT Fulgent Genetics Inc.
+0.74%
+$16,287.41 
NOC Northrop Grumman Corporation
+0.73%
+$57,671.46 
KTOS Kratos Defense & Security Solutions, Inc.
+0.73%
+$24,704.4 
HOPE Hope Bancorp Inc.
+0.73%
+$2,210.21 
SRCE 1st Source Corporation
+0.73%
+$2,856.09 
PR Permian Resources Corporation
+0.72%
+$4,619.24 
SITC Site Centers Corp.
+0.71%
+$965.24 
HSY The Hershey Company
+0.71%
+$6,609.96 
SBSI Southside Bancshares Inc.
+0.7%
+$4,437 
FMBH First Mid Bancshares Inc.
+0.7%
+$3,700.87 
RARE Ultragenyx Pharmaceutical Inc.
+0.7%
+$2,545.6 
PFS Provident Financial Services Inc.
+0.67%
+$2,786.28 
HII Huntington Ingalls Industries Inc.
+0.67%
+$23,846.24 
AFG American Financial Group Inc.
+0.66%
+$4,549.56 
FULT Fulton Financial Corporation
+0.66%
+$2,825.75 
FDX FedEx Corporation
+0.66%
+$10,493.76 
MNST Monster Beverage Corporation
+0.66%
+$27,128.96 
SYY Sysco Corporation
+0.61%
+$34,306.5 
GOOGL Alphabet Inc
+0.61%
+$188,900.3 
FINV FinVolution Group
+0.59%
+$3,248.92 
RCKY Rocky Brands Inc.
+0.59%
+$3,002.37 
SCHW Charles Schwab Corporation
+0.59%
+$36,202.95 
MSI Motorola Solutions, Inc.
+0.59%
+$4,682.88 
GD General Dynamics Corporation
+0.59%
+$51,366.87 
STBA S&T Bancorp, Inc.
+0.58%
+$3,317.35 
EW Edwards Lifesciences Corporation
+0.58%
+$4,646 
COP ConocoPhillips
+0.57%
+$8,147.1 
DAN Dana Inc.
+0.56%
+$2,525.86 
NWBI Northwest Bancshares Inc.
+0.55%
+$4,090.88 
CAC Camden National Corporation
+0.55%
+$2,541.42 
RCAT Red Cat Holdings, Inc.
+0.54%
+$1,719.21 
QCOM QUALCOMM Incorporated
+0.52%
+$23,430.25 
SOR Source Capital
+0.52%
+$6,164.34 
KO The Coca-Cola Company
+0.49%
+$34,265.84 
FAST Fastenal Co.
+0.48%
+$2,639.52 
VISN Vistance Networks, Inc.
+0.47%
+$1,222.68 
EVRG Evergy Inc.
+0.47%
+$10,746.9 
SPOK Spok Holdings Inc.
+0.46%
+$897.64 
WSO Watsco Inc.
+0.45%
+$4,159.32 
EVER EverQuote Inc.
+0.45%
+$3,920.35 
E Eni S.p.A. Sponsored ADR
+0.44%
+$3,920.24 
EOG EOG Resources, Inc.
+0.43%
+$10,082.53 
C Citigroup Inc.
+0.43%
+$4,609.67 
DOX Amdocs Limited
+0.43%
+$3,183.82 
TDY Teledyne Technologies Incorporated
+0.42%
+$1,616.75 
BKNG Booking Holdings Inc.
+0.4%
+$9,197.7 
NTCT Netscout Systems Inc.
+0.4%
+$2,065.04 
USB U.S. Bancorp
+0.37%
+$2,752.41 
ACHR Archer Aviation Inc.
+0.37%
+$3,253.8 
BUSE First Busey Corporation
+0.35%
+$942.06 
CRWD CrowdStrike Holdings, Inc.
+0.35%
+$26,262.72 
EXPD Expeditors International of Washington, Inc.
+0.32%
+$1,484.74 
ORI Old Republic International Corp.
+0.32%
+$3,556.54 
MTB M&T Bank Corporation
+0.31%
+$5,969.94 
TRGP Targa Resources Corp.
+0.3%
+$25,697.86 
FITB Fifth Third Bancorp
+0.3%
+$1,386.16 
VZ Verizon Communications Inc.
+0.3%
+$11,455.94 
ZVRA Zevra Therapeutics, Inc.
+0.29%
+$13,429.71 
HBT HBT Financial Inc.
+0.29%
+$1,832.67 
TRIP Tripadvisor Inc.
+0.28%
+$409.7 
ETSY Etsy Inc.
+0.27%
+$1,274.71 
PAYX Paychex Inc.
+0.27%
+$6,746.22 
D Dominion Energy, Inc.
+0.27%
+$3,801.35 
PG Procter & Gamble Co
+0.27%
+$16,096.42 
RNST Renasant Corporation
+0.26%
+$1,195.95 
ZETA Zeta Global Holdings Corp.
+0.25%
+$779.7 
FIBK First Interstate Bancsystem Inc.
+0.24%
+$1,724.64 
DINO HF Sinclair Corporation
+0.24%
+$3,071.9 
LMAT Lemaitre Vascular Inc.
+0.24%
+$2,816.75 
OCFC OceanFirst Financial Corp.
+0.24%
+$1,404.77 
FHB First Hawaiian, Inc.
+0.23%
+$450.48 
MSM MSC Industrial Direct Co., Inc.
+0.23%
+$4,961.32 
VEEV Veeva Systems Inc.
+0.23%
+$2,565.66 
VOX Vanguard Communication Services ETF
+0.23%
+$4,274.2 
CB Chubb Limited
+0.23%
+$976.36 
DV DoubleVerify Holdings Inc.
+0.23%
+$664.08 
SBRA Sabra Health Care REIT, Inc.
+0.22%
+$5,470.15 
ETD Ethan Allen Interiors Inc.
+0.21%
+$1,358.91 
TRV The Travelers Companies, Inc.
+0.21%
+$9,056.16 
UNP Union Pacific Corporation
+0.21%
+$1,334.56 
FE FirstEnergy Corp.
+0.21%
+$4,101.91 
AUB Atlantic Union Bankshares Corporation
+0.2%
+$737.52 
GFS GlobalFoundries Inc.
+0.2%
+$226.17 
PGR Progressive Corporation
+0.19%
+$1,005.73 
MOG-A Moog Inc.
+0.18%
+$6,778.92 
ARCC Ares Capital Corporation
+0.18%
+$4,288.48 
RDWR Radware Ltd.
+0.18%
+$2,731.5 
TFC Truist Financial Corporation
+0.18%
+$6,397.38 
OKE ONEOK, Inc.
+0.17%
+$525.03 
RPAY Repay Holdings Corporation
+0.17%
+$112.27 
REYN Reynolds Consumer Products Inc.
+0.16%
+$2,383.5 
NVS Novartis AG Sponsored ADR
+0.16%
+$340.78 
OZK Bank OZK
+0.15%
+$988.38 
BBY Best Buy Co., Inc.
+0.15%
+$619.45 
TFSL TFS Financial Corp.
+0.15%
+$425.15 
KVUE Kenvue Inc.
+0.14%
+$322.8 
SPG Simon Property Group, Inc.
+0.13%
+$2,392.69 
CTSH Cognizant Technology Solutions Corporation
+0.11%
+$364 
NEE NextEra Energy, Inc.
+0.1%
+$6,631.95 
FDUS Fidus Investment Corporation
+0.1%
+$594.78 
TDG TransDigm Group Inc.
+0.1%
+$1,456.92 
PEP PepsiCo, Inc.
+0.1%
+$1,782.43 
SPB Spectrum Brands Holdings Inc.
+0.09%
+$407.52 
RF Regions Financial Corporation
+0.08%
+$921.2 
CFFN Capitol Federal Financial, Inc.
+0.08%
+$218.5 
CINF Cincinnati Financial Corporation
+0.08%
+$1,364.22 
ZD Ziff Davis, Inc.
+0.08%
+$351.69 
JAZZ Jazz Pharmaceuticals plc
+0.07%
+$8,292.88 
DE Deere & Company
+0.07%
+$1,963.19 
PEG Public Service Enterprise Group Incorporated
+0.07%
+$1,959.3 
RTX RTX Corporation
+0.07%
+$4,450.03 
RIGL Rigel Pharmaceuticals, Inc.
+0.06%
+$2,635.32 
MRCY Mercury Systems Inc.
+0.06%
+$2,195.1 
PPL PPL Corporation
+0.06%
+$1,640.56 
WSBC WesBanco Inc.
+0.06%
+$150.87 
ROL Rollins, Inc.
+0.03%
+$540.39 
SLP Simulations Plus, Inc.
+0.03%
+$139.59 
IX Orix Corporation Sponsored ADR
+0.03%
+$275.76 
CVS CVS Health Corporation
+0.02%
+$340.12 
LLY Eli Lilly and Company
+0.01%
+$1,866.37 
MSFT Microsoft Corp.
+0.01%
+$1,942.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$723.75 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INSW International Seaways Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USM U.S. Cellular Corporation
0%
$0 
WBS Webster Financial Corporation
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
0%
$0 
HONIV Honeywell International Inc.
0%
$0 EVMO
EVMO
0%
$0 
AEO American Eagle Outfitters, Inc.
-15.72%
-$71,618.62 
BHVN Biohaven Ltd.
-13.87%
-$92,362.4 
GOSS Gossamer Bio Inc.
-11.08%
-$19,450.78 
ERO Ero Copper Corp.
-8.44%
-$71,447.6 
LEU Centrus Energy Corp.
-8.14%
-$189,351.53 
MCFT MasterCraft Boat Holdings, Inc.
-7.94%
-$16,177.78 
LECO Lincoln Electric Holdings, Inc.
-7.31%
-$116,220.66 
CANG Cango Inc. - ADR
-6.7%
-$6,114.81 
URGN Urogen Pharma Ltd.
-6.51%
-$810,719.28 
CMPS Compass Pathways plc Depositary Receipt
-6.5%
-$411,690.85 
HPE Hewlett Packard Enterprise Company
-6.08%
-$434,497.44 
OKLO Oklo Inc.
-5.94%
-$92,620.77 
LRCX Lam Research Corporation
-5.85%
-$1.37M 
BCRX BioCryst Pharmaceuticals Inc.
-5.75%
-$57,123.86 
ANNX Annexon, Inc.
-5.72%
-$126,762.5 
VRT Vertiv Holdings Co
-5.69%
-$384,205.05 
WULF TeraWulf Inc.
-5.51%
-$73,026.9 
MLI Mueller Industries Inc.
-5.43%
-$25,112.68 
EXOD Exodus Movement, Inc.
-5.4%
-$3,416.32 
SNDX Syndax Pharmaceuticals Inc.
-5.36%
-$364,896.09 
SMR NuScale Power Corporation
-5.18%
-$47,151.44 
INTC Intel Corporation
-5.17%
-$133,033.68 
ABSI Absci Corporation
-5.14%
-$36,241.25 
CELC Celcuity Inc.
-5.1%
-$461,291.33 
IRTC Irhythm Technologies Inc.
-4.96%
-$20,888.68 
ORCL Oracle Corporation
-4.91%
-$294,558.12 
VSTM Verastem Inc.
-4.91%
-$221,986.05 
CIFR Cipher Mining Inc.
-4.85%
-$63,805.84 
BTBT Bit Digital, Inc.
-4.82%
-$19,936.88 
UEC Uranium Energy Corp.
-4.74%
-$116,759.83 
CPB The Campbell's Company
-4.73%
-$10,126.5 
APLD Applied Digital Corporation
-4.59%
-$52,016.46 
MU Micron Technology, Inc.
-4.51%
-$1.22M 
ARDX Ardelyx Inc.
-4.44%
-$204,412.1 
KURA Kura Oncology Inc.
-4.38%
-$301,487.85 
CPRT Copart Inc.
-4.37%
-$23,682.4 
KBH KB Home
-4.35%
-$7,980.19 
RIOT Riot Platforms, Inc.
-4.33%
-$80,520.82 
ARCT Arcturus Therapeutics Holdings Inc.
-4.31%
-$219,841.45 
DELL Dell Technologies Inc.
-4.25%
-$761,195.93 
NNE Nano Nuclear Energy Inc.
-4.21%
-$18,115.2 
RCKT Rocket Pharmaceuticals Inc.
-4.19%
-$34,188.9 
URI United Rentals, Inc.
-4.16%
-$253,428.72 
EMBC Embecta Corp.
-4.15%
-$4,159.35 
GLXY Galaxy Digital Inc. Class A Common Stock
-4.11%
-$16,622.22 
BSX Boston Scientific Corporation
-4.09%
-$171,251.66 
PSIX Power Solutions International, Inc.
-4.09%
-$37,059.12 
KFY Korn Ferry
-4.05%
-$31,126.69 
WDC Western Digital Corporation
-4.04%
-$16,160.1 
TREX Trex Company, Inc.
-4.03%
-$8,697.9 
CRDO Credo Technology Group Holding Ltd.
-3.98%
-$62,859.24 
LEN Lennar Corporation
-3.98%
-$21,619.3 
SATL Satellogic Inc.
-3.91%
-$13,721.78 
IBRX ImmunityBio, Inc.
-3.91%
-$127,231.65 
KRO Kronos Worldwide Inc.
-3.9%
-$11,484.33 
URNM Sprott Uranium Miners ETF
-3.82%
-$35,865.75 
SHOO Steven Madden Ltd.
-3.8%
-$16,966.95 
ARM Arm Holdings plc American Depositary Receipt
-3.79%
-$49,814.89 
FLEX Flex Ltd.
-3.78%
-$177,020.04 
TPG TPG Inc.
-3.76%
-$9,980.16 
SSRM Ssr Mining Inc.
-3.71%
-$17,669.17 
NXE NexGen Energy Ltd.
-3.67%
-$72,417.74 
GRRR Gorilla Technology Group Inc.
-3.66%
-$10,461.61 
MGTX MeiraGTx Holdings plc
-3.6%
-$201,199.59 
ZLAB Zai Lab Ltd.
-3.59%
-$207,376.2 
MLYS Mineralys Therapeutics, Inc.
-3.57%
-$75,842.2 
ATI ATI Inc.
-3.52%
-$267,654.39 
ORGO Organogenesis Holdings Inc.
-3.5%
-$11,494.83 
PHAT Phathom Pharmaceuticals Inc.
-3.46%
-$98,183.4 
GDX VanEck Gold Miners ETF
-3.45%
-$74,317.81 
MOD Modine Manufacturing Company
-3.45%
-$189,383.45 
DNN Denison Mines Corp.
-3.44%
-$101,733.26 
SNDK SanDisk Corporation
-3.43%
-$5,442.3 
WOR Worthington Enterprises Inc.
-3.4%
-$8,199.17 
CHKP Check Point Software Technologies Ltd.
-3.38%
-$7,897.45 
SPRY Ars Pharmaceuticals Inc
-3.36%
-$30,855.38 
GIS General Mills, Inc.
-3.36%
-$7,460.04 
AMD Advanced Micro Devices, Inc.
-3.35%
-$408,258.13 
FN Fabrinet
-3.34%
-$115,112.07 
KLAC KLA Corporation
-3.33%
-$538,860.59 
BE Bloom Energy Corporation
-3.32%
-$47,202.41 
CMC Commercial Metals Company
-3.31%
-$10,415.04 
TSHA Taysha Gene Therapies Inc.
-3.3%
-$91,417.03 
OCGN Ocugen Inc.
-3.29%
-$99,063.9 
AUTL Autolus Therapeutics plc American Depositary Receipt
-3.2%
-$29,341.19 
FSS Federal Signal Corp.
-3.13%
-$23,331.2 
NRG NRG Energy, Inc.
-3.13%
-$21,995.73 
RGLD Royal Gold Inc.
-3.13%
-$25,348.1 
JMIA Jumia Technologies AG
-3.12%
-$3,735.56 
ONTO Onto Innovation Inc.
-3.08%
-$47,340.74 
MDGL Madrigal Pharmaceuticals, Inc.
-3.07%
-$145,587.26 
ISSC Innovative Solutions & Support, Inc.
-3.05%
-$106,506.21 
SMCI Super Micro Computer Inc
-3.03%
-$23,832.46 
PATK Patrick Industries Inc.
-3.03%
-$5,808.69 
IOVA Iovance Biotherapeutics, Inc.
-3.02%
-$208,822.82 
MARA MARA Holdings Inc
-3.02%
-$18,099 
HAYW Hayward Holdings Inc.
-3.01%
-$6,816.4 
AMAT Applied Materials, Inc.
-2.98%
-$709,405.32 
BMI Badger Meter Inc.
-2.95%
-$58,845.93 
CLSK CleanSpark, Inc.
-2.95%
-$43,586.7 
QURE uniQure N.V.
-2.94%
-$191,852.55 
LCII LCI Industries Inc.
-2.93%
-$12,021.18 
NUVB Nuvation Bio Inc.
-2.91%
-$84,870.15 
EU Encore Energy Corp
-2.9%
-$8,296.69 
FTAI FTAI Aviation Ltd.
-2.88%
-$10,989.72 
GLW Corning Incorporated
-2.85%
-$27,720.03 
CCJ Cameco Corporation
-2.83%
-$78,841.24 
PTF Invesco Dorsey Wright Technology ETF
-2.83%
-$18,036.9 
AGIO Agios Pharmaceuticals Inc.
-2.82%
-$32,785.01 
JEF Jefferies Financial Group Inc.
-2.81%
-$10,685.96 
SMTC Semtech Corporation
-2.8%
-$19,076.87 
CCAP Crescent Capital BDC, Inc.
-2.79%
-$31,553.78 
SOUN SoundHound AI Inc.
-2.78%
-$21,359.16 
MRVL Marvell Technology, Inc.
-2.77%
-$51,585.77 
WMB The Williams Companies, Inc.
-2.76%
-$162,107.3 
GEV GE Vernova Inc.
-2.75%
-$29,037.6 
TZOO Travelzoo Inc.
-2.75%
-$24,402.84 
PHM PulteGroup Inc.
-2.72%
-$45,784.44 
GRC The Gorman-Rupp Company
-2.72%
-$6,190.47 
P Everpure Inc.
-2.72%
-$97,954.56 
LXEO Lexeo Therapeutics Inc.
-2.68%
-$31,883.64 
VSEC VSE Corporation
-2.67%
-$61,832.12 
ATRO Astronics Corporation
-2.67%
-$160,820.37 
IMCR Immunocore Holdings plc American Depositary Receipt
-2.67%
-$44,453.25 
IBM International Business Machines Corporation
-2.66%
-$154,893.64 
OUST Ouster, Inc.
-2.62%
-$49,198.17 
INOD Innodata Inc.
-2.62%
-$34,789.04 
IONQ IonQ, Inc.
-2.61%
-$9,210.72 
SCSC ScanSource Inc.
-2.6%
-$9,955.96 
VRDN Viridian Therapeutics Inc.
-2.6%
-$123,364.28 
VFC V.F. Corporation
-2.6%
-$4,342.6 
BWXT Bwx Technologies Inc.
-2.58%
-$96,240.88 
PRTA Prothena Corporation plc
-2.53%
-$21,336.83 
OSK Oshkosh Corporation
-2.53%
-$6,416.64 
ESCA Escalade, Incorporated
-2.52%
-$5,641.62 
VTN Invesco Trust for Investment Grade New York Municipals
-2.5%
-$130,708.88 
HGV Hilton Grand Vacations Inc.
-2.5%
-$12,688.12 
BX Blackstone Inc.
-2.49%
-$50,454.78 
NTLA Intellia Therapeutics Inc.
-2.46%
-$66,156.9 
MBUU Malibu Boats Inc.
-2.46%
-$5,138.71 
AXON Axon Enterprise, Inc.
-2.45%
-$118,490.66 
DMC Fresh Del Monte Produce Inc.
-2.45%
-$27,999.51 
EH Ehang Holdings Ltd.
-2.42%
-$6,111.2 
NDAQ Nasdaq, Inc.
-2.42%
-$147,892.2 
CRS Carpenter Technology Corporation
-2.41%
-$55,288.32 
IGPT Invesco AI and Next Gen Software ETF
-2.38%
-$17,036.25 
CLS Celestica Inc.
-2.34%
-$30,294.68 
RMBS Rambus Inc.
-2.32%
-$49,024.5 
AM Antero Midstream Corporation
-2.3%
-$133,644 
SMH VanEck Semiconductor ETF
-2.29%
-$6,220.96 
AMGN Amgen Inc.
-2.29%
-$68,525.1 
NVDA NVIDIA Corporation
-2.28%
-$700,363.8 
SBH Sally Beauty Holdings Inc.
-2.28%
-$9,431.24 
HIVE HIVE Digital Technologies Ltd.
-2.26%
-$27,960.86 
ADBE Adobe Inc.
-2.25%
-$43,462.05 
CG The Carlyle Group Inc.
-2.23%
-$10,162.01 
AIT Applied Industrial Technologies Inc.
-2.19%
-$5,347.5 
OTF Blue Owl Technology Finance Corp.
-2.19%
-$13,970.4 
HNI HNI Corporation
-2.19%
-$6,640.56 
URG Ur-Energy Inc.
-2.18%
-$33,363.12 
XCEM Columbia EM Core ex-China ETF
-2.17%
-$1.15M 
VST Vistra Corp
-2.16%
-$42,692.96 
EOT Eaton Vance National Municipal Opportunities Trust
-2.15%
-$89,704.08 
AMSC American Superconductor Corporation
-2.15%
-$28,992.6 
IRMD Iridium Corporation
-2.15%
-$4,068.09 
FLR Fluor Corporation
-2.14%
-$15,584.02 
DGX Quest Diagnostics Inc.
-2.14%
-$38,791.36 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-2.13%
-$185,375.4 
GRFS Grifols, S.A. American Depositary Receipt
-2.11%
-$97,708.54 
NAD Nuveen Quality Municipal Income Fund
-2.11%
-$322,677.56 
PMO Putnam Municipal Opportunities Fund
-2.1%
-$115,608.36 
QBTS D-Wave Quantum Inc.
-2.1%
-$20,062.44 
ASML ASML Holding N.V. New York Registry Shares
-2.05%
-$226,297.92 
PLTR Palantir Technologies Inc.
-2.05%
-$27,256.93 
CEG Constellation Energy Corporation
-2.05%
-$207,974.7 
ACM Aecom
-2.05%
-$29,024.36 
STX Seagate Technology Holdings plc
-2.02%
-$142,030.76 
BYRN Byrna Technologies Inc.
-2.01%
-$4,260.89 
STRL Sterling Infrastructure, Inc.
-2.01%
-$118,563.82 
PBD Invesco Global Clean Energy ETF
-2%
-$14,063.33 
BDC Belden Inc.
-1.99%
-$46,470.06 
AOS A. O. Smith Corporation
-1.98%
-$8,144.39 
MRK Merck & Co., Inc.
-1.97%
-$211,017.92 
INCY Incyte Corporation
-1.97%
-$95,666 
TYL Tyler Technologies Inc.
-1.96%
-$6,045.77 
CRSP Crispr Therapeutics AG
-1.96%
-$31,856.83 
QUBT Quantum Computing Inc.
-1.95%
-$9,902.76 
NKE Nike, Inc. - Class B
-1.93%
-$29,118.96 
WSM Williams-Sonoma, Inc.
-1.92%
-$20,142.5 
RPC P10 Inc.
-1.91%
-$3,377.61 
MCHP Microchip Technology Incorporated
-1.88%
-$42,259.25 
PCRX Pacira BioSciences Inc.
-1.87%
-$98,544.38 
APO Apollo Global Management, Inc.
-1.87%
-$38,849.65 
AIVC Amplify Bloomberg AI Value Chain ETF
-1.87%
-$439,826.56 
NVT nVent Electric plc
-1.87%
-$31,068.16 
SDGR Schrödinger, Inc.
-1.87%
-$5,307.5 
DHR Danaher Corporation
-1.86%
-$37,478.97 
IMVT Immunovant Inc.
-1.86%
-$86,893.92 
NEM Newmont Corporation
-1.86%
-$49,437.15 
CF CF Industries Holdings, Inc.
-1.84%
-$8,026.93 
SPGI S&P Global Inc.
-1.84%
-$125,537.28 
MYE Myers Industries Inc.
-1.82%
-$10,828.72 
ORA Ormat Technologies Inc.
-1.82%
-$29,714.43 
ABT Abbott Laboratories
-1.81%
-$24,513.8 
MC Moelis & Company
-1.79%
-$24,014.25 
UHS Universal Health Services, Inc.
-1.79%
-$6,961.38 
GLD SPDR Gold Shares
-1.78%
-$8,628 
ANET Arista Networks, Inc.
-1.76%
-$226,901.43 
TATT Tat Technologies Ltd.
-1.76%
-$68,587.52 
HD The Home Depot, Inc.
-1.75%
-$33,209.94 
EQIX Equinix, Inc.
-1.74%
-$67,217.38 
EE Excelerate Energy, Inc.
-1.74%
-$5,611.52 
TOST Toast Inc.
-1.74%
-$11,019.19 
IRM Iron Mountain Inc.
-1.73%
-$112,326.48 
LUNR Intuitive Machines, Inc.
-1.73%
-$12,902.08 
SLB Schlumberger Limited
-1.72%
-$51,970.38 
DCI Donaldson Company, Inc.
-1.71%
-$4,641.84 
SYK Stryker Corporation
-1.69%
-$59,853.04 
PMM Putnam Managed Municipal Income Trust
-1.67%
-$120,000.46 
AMBA Ambarella, Inc.
-1.66%
-$12,677.94 
PKB Invesco Building & Construction ETF
-1.65%
-$12,329.53 
ALT Altimmune, Inc.
-1.64%
-$28,397.25 
NVMI Nova Ltd.
-1.63%
-$16,689.6 
ABM ABM Industries Inc.
-1.63%
-$5,250.42 
SAP SAP SE Sponsored ADR
-1.62%
-$47,941.38 
PH Parker-Hannifin Corporation
-1.62%
-$108,100.28 
FIX Comfort Systems USA, Inc.
-1.61%
-$132,749.64 
GWRE GUIDEWIRE SOFTWARE INC
-1.6%
-$16,304.28 
ITRI Itron Inc.
-1.6%
-$18,436.09 
META Meta Platforms Inc Class A
-1.59%
-$212,828.5 
EMR Emerson Electric Co.
-1.59%
-$8,049.52 
HWM Howmet Aerospace Inc.
-1.59%
-$157,055.98 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-1.59%
-$132,859.08 
AFB AllianceBernstein National Municipal Income Fund
-1.58%
-$98,945.38 
REGN Regeneron Pharmaceuticals, Inc.
-1.57%
-$9,091.73 
AMT American Tower Corporation
-1.57%
-$9,160.44 
HOOD Robinhood Markets, Inc.
-1.56%
-$14,331.68 
VRSK Verisk Analytics Inc.
-1.55%
-$8,050.92 
PLTK Playtika Holding Corp
-1.55%
-$1,193.61 
NAN Nuveen New York Quality Municipal Income Fund
-1.55%
-$99,222.59 
VCV Invesco California Value Municipal Income Trust
-1.54%
-$88,409.68 
CSCO Cisco Systems, Inc.
-1.53%
-$108,818.64 
GXO GXO Logistics Inc.
-1.53%
-$16,013.37 
RMT Royce Micro-Cap Trust, Inc.
-1.52%
-$13,316.31 
CWEN Clearway Energy Inc.
-1.51%
-$47,223 
KDP Keurig Dr Pepper Inc.
-1.51%
-$4,588.59 
IDXX IDEXX Laboratories, Inc.
-1.51%
-$6,425.79 
STLD Steel Dynamics Inc.
-1.51%
-$3,219 
XBI SPDR S&P Biotech ETF
-1.51%
-$25,512 
AGD Abrdn Global Dynamic Dividend Fund
-1.5%
-$55,830.78 
LAZ Lazard Ltd.
-1.5%
-$4,004.48 
MAC The Macerich Company
-1.5%
-$11,910.43 
CAH Cardinal Health Inc.
-1.49%
-$41,119.26 
BMN BlackRock 2037 Municipal Target Term Trust
-1.48%
-$48,863.68 
NMCO Nuveen Municipal Credit Opportunities Fund
-1.48%
-$46,456.4 
EXEL Exelixis Inc.
-1.47%
-$5,520.34 
VKQ Invesco Municipal Trust
-1.47%
-$131,609.52 
DLR Digital Realty Trust, Inc.
-1.45%
-$48,561.79 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1.45%
-$612,806.75 
UL Unilever PLC Sponsored American Depositary Receipt
-1.45%
-$16,443.85 
MFM MFS Municipal Income Trust
-1.44%
-$76,842.68 
FNF Fidelity National Financial, Inc.
-1.44%
-$7,891.84 
MWA Mueller Water Products Inc.
-1.44%
-$7,234.99 
UIS Unisys Corporation
-1.43%
-$1,304.13 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-1.43%
-$35,027.07 
JCI Johnson Controls International plc
-1.43%
-$17,471.5 
EPRT Essential Properties Realty Trust, Inc.
-1.42%
-$14,659.26 
OTTR Otter Tail Corporation
-1.41%
-$12,258.54 
VSH Vishay Intertechnology Inc.
-1.4%
-$7,146.7 
MD Pediatrix Medical Group, Inc.
-1.4%
-$13,523.82 
CNP CenterPoint Energy Inc.
-1.4%
-$9,279.05 
SJM The J.M. Smucker Company
-1.4%
-$4,508.12 
RVT Royce Small-Cap Trust, Inc.
-1.38%
-$44,419 
PCG PG&E Corporation
-1.37%
-$2,556.84 
ATEN A10 Networks, Inc.
-1.37%
-$48,272.52 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.37%
-$241,184.4 
ZS Zscaler Inc.
-1.37%
-$15,128.88 
TBLD Thornburg Income Builder Opportunities Trust
-1.36%
-$30,949.33 
ETN Eaton Corporation plc
-1.34%
-$41,431.5 
RDVT Red Violet Inc.
-1.34%
-$37,356 
OIA Invesco Municipal Income Opportunities Trust
-1.34%
-$100,734.96 
KTB Kontoor Brands Inc.
-1.34%
-$3,276.9 
IBB iShares Biotechnology ETF
-1.33%
-$9,891.4 
PWR Quanta Services Inc.
-1.33%
-$163,654.4 
ICVT iShares Convertible Bond ETF
-1.32%
-$12,875.58 
PZT Invesco New York AMT-Free Municipal Bond ETF
-1.32%
-$99,058.49 
MPWR Monolithic Power Systems, Inc.
-1.31%
-$68,546.22 
FMN Federated Hermes Premier Municipal Income Fund
-1.31%
-$10,231.06 
FLC Flaherty & Crumrine Total Return Fund Inc.
-1.31%
-$51,915.62 
CWCO Consolidated Water Co. Ltd.
-1.3%
-$4,699.74 
WWD Woodward Inc.
-1.3%
-$60,773.29 
NAC Nuveen California Quality Municipal Income Fund
-1.29%
-$73,544.78 
CAT Caterpillar Inc.
-1.27%
-$28,901.68 
KNCT Invesco Next Gen Connectivity ETF
-1.27%
-$13,322.24 
DPZ Domino's Pizza Inc.
-1.27%
-$3,966.53 
MSCI MSCI Inc.
-1.26%
-$5,621 
CWB SPDR Bloomberg Convertible Securities ETF
-1.26%
-$3,162.01 
LEVI Levi Strauss & Co.
-1.25%
-$2,388.84 
VGLT Vanguard Long-Term Treasury Fund
-1.25%
-$93,892.29 
ABNB Airbnb, Inc.
-1.24%
-$12,820.36 
APH Amphenol Corporation
-1.24%
-$123,030.18 
RKLB Rocket Lab Corporation
-1.24%
-$72,931.57 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.24%
-$149,149.45 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-1.24%
-$26,713.35 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.23%
-$13,101.37 
LOW Lowe's Companies Inc.
-1.23%
-$7,667.81 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.22%
-$37,647.54 
TRMB Trimble Inc.
-1.22%
-$8,340.5 
NBH Neuberger Berman Municipal Fund Inc.
-1.22%
-$19,152.36 
TSLA Tesla, Inc.
-1.22%
-$20,441.31 
VRTX Vertex Pharmaceuticals Incorporated
-1.21%
-$25,172.56 
SFIX Stitch Fix Inc.
-1.21%
-$406.28 
VCLT Vanguard Long-Term Corporate Bond Fund
-1.21%
-$11,829.74 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-1.21%
-$92,108.68 
FMNY First Trust New York Municipal High Income ETF
-1.21%
-$62,178.87 
CDRE Cadre Holdings Inc.
-1.2%
-$31,983 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-1.2%
-$309,476.44 
NNY Nuveen New York Municipal Value Fund, Inc.
-1.18%
-$39,395.64 
IDMO Invesco S&P International Developed Momentum ETF
-1.18%
-$92,286.88 
FULC Fulcrum Therapeutics Inc.
-1.17%
-$10,523.3 
PLOW Douglas Dynamics Inc.
-1.17%
-$13,641.12 
MQY BlackRock MuniYield Quality Fund, Inc.
-1.17%
-$563,401.37 
ADX Adams Diversified Equity Fund, Inc.
-1.16%
-$82,725 
CTAS Cintas Corporation
-1.16%
-$15,552.17 
VGM Invesco Trust for Investment Grade Municipals
-1.16%
-$143,437.32 
FPF First Trust Intermediate Duration Preferred & Income Fund
-1.16%
-$21,411.6 
IWP iShares Russell Mid-Cap Growth ETF
-1.15%
-$2,379.74 
SAR Saratoga Investment Corp.
-1.15%
-$25,408 
ROK Rockwell Automation, Inc.
-1.15%
-$5,243.01 
KMT Kennametal Inc.
-1.15%
-$1,972.68 
DDOG Datadog, Inc. Class A Common Stock
-1.15%
-$8,617.2 
APAM Artisan Partners Asset Management Inc.
-1.14%
-$16,342.42 
AOD Abrdn Total Dynamic Dividend Fund
-1.13%
-$68,012.4 
CHE Chemed Corporation
-1.12%
-$8,960.71 
ESS Essex Property Trust, Inc.
-1.12%
-$4,391.09 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-1.11%
-$28,415.12 
TS Tenaris S.A.
-1.11%
-$15,605.12 
GDV Gabelli Dividend & Income Trust
-1.11%
-$41,778.99 
EIX Edison International
-1.11%
-$8,642.99 
HXL Hexcel Corporation
-1.11%
-$7,741 
PDD PDD Holdings Inc. American Depositary Shares
-1.1%
-$6,409.28 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-1.1%
-$48,111.58 
TY Tri-Continental Corporation
-1.08%
-$59,489 
TRIN Trinity Capital Inc.
-1.08%
-$67,507.44 
MITK Mitek Systems Inc.
-1.08%
-$5,907.88 
DTE DTE Energy Company
-1.07%
-$49,247.26 
GERN Geron Corporation
-1.07%
-$15,013.65 
GS The Goldman Sachs Group, Inc.
-1.07%
-$64,199.31 
MLN VanEck Long Muni ETF
-1.07%
-$105,530.58 
KMI Kinder Morgan, Inc.
-1.07%
-$40,087.11 
MUA BlackRock MuniAssets Fund, Inc.
-1.07%
-$127,255.38 
ARLO Arlo Technologies Inc.
-1.07%
-$11,846.1 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$3,042.37 
PCQ PIMCO California Municipal Income Fund
-1.06%
-$48,484.89 
VTRS Viatris Inc.
-1.06%
-$18,312.35 
HRMY Harmony Biosciences Holdings, Inc.
-1.06%
-$19,979.52 
TAC TransAlta Corporation
-1.05%
-$5,959.46 
CRMD CorMedix Inc.
-1.05%
-$37,283.46 
TXN Texas Instruments Inc
-1.04%
-$16,969.68 
ARI Apollo Commercial Real Estate Finance Inc.
-1.04%
-$10,633.49 
ADI Analog Devices, Inc.
-1.03%
-$204,120.94 
LRMR Larimar Therapeutics Inc.
-1.03%
-$15,869.04 
NZF Nuveen Municipal Credit Income Fund
-1.03%
-$192,652.32 
MMU Western Asset Managed Municipals Fund
-1.03%
-$61,424.7 
BGH Barings Global Short Duration High Yield Fund
-1.03%
-$8,960.85 
UNH UnitedHealth Group Incorporated
-1.02%
-$58,612 
IQI Invesco Quality Municipal Income Trust
-1.02%
-$36,750.4 
CORT Corcept Therapeutics Incorporated
-1.01%
-$53,283.67 
GBDC Golub Capital BDC, Inc.
-1.01%
-$41,920.99 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-1.01%
-$25,375.6 
MOB Mobilicom Ltd.
-1.01%
-$791.85 
VGT Vanguard Information Technology ETF
-1%
-$62,740.17 
ENIC Enel Chile S.A.
-1%
-$12,453.17 
JHS John Hancock Income Securities Trust
-1%
-$23,124.85 
HCSG Healthcare Services Group Inc.
-1%
-$3,591.37 
SANM Sanmina Corporation
-1%
-$1,830.52 
SRE Sempra
-1%
-$24,486.8 
LEO BNY Mellon Strategic Municipals, Inc.
-1%
-$100,988.1 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
-1%
-$18,042 
TT Trane Technologies plc
-0.99%
-$66,565.2 
RJF Raymond James Financial Inc.
-0.99%
-$56,593.84 
NIM Nuveen Select Maturities Municipal Fund
-0.99%
-$24,520.23 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.99%
-$73,214.56 
CW Curtiss-Wright Corporation
-0.98%
-$40,048.3 
TXT Textron Inc.
-0.98%
-$7,615.28 
CMI Cummins Inc.
-0.98%
-$8,976 
NVO Novo Nordisk A/S Sponsored ADR
-0.98%
-$4,040.72 
MHF Western Asset Municipal High Income Fund
-0.98%
-$11,735.03 
MCK McKesson Corporation
-0.97%
-$96,278.22 
MS Morgan Stanley
-0.97%
-$21,804.97 
XEL Xcel Energy Inc.
-0.97%
-$43,275.94 
AZO AutoZone Inc.
-0.97%
-$20,615.2 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.97%
-$2,347.4 
IGF iShares Global Infrastructure ETF
-0.96%
-$2,831.25 
DHF BNY Mellon High Yield Strategies Fund
-0.96%
-$42,138.99 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.96%
-$78,890.18 
NGG National Grid plc Sponsored ADR
-0.96%
-$8,723.12 
IWF iShares Russell 1000 Growth ETF
-0.95%
-$2,235.87 
BCSF Bain Capital Specialty Finance Inc.
-0.95%
-$40,715.51 
ORLY O'Reilly Automotive Inc.
-0.95%
-$19,475.82 
AVGO Broadcom Inc.
-0.95%
-$202,936.01 
IGI Western Asset Investment Grade Opportunity Fund
-0.95%
-$16,256.4 
ASGI abrdn Global Infrastructure Fund
-0.95%
-$29,953.77 
AVDE Avantis International Equity ETF
-0.95%
-$179,314.96 
CATF American Century California Municipal Bond ETF
-0.94%
-$4,604.6 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.93%
-$199,089.83 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.92%
-$44,480.97 
FTNY Franklin New York Municipal Income ETF
-0.92%
-$10,955.49 
IWM iShares Russell 2000 ETF
-0.92%
-$9,114.68 
WM Waste Management, Inc.
-0.92%
-$49,654.48 
KBDC Kayne Anderson BDC Inc.
-0.92%
-$11,970.6 
ITWO ProShares Russell 2000 High Income ETF
-0.92%
-$90,466.5 
UTHR United Therapeutics Corporation
-0.92%
-$28,298.62 
FT Franklin Universal Trust
-0.92%
-$5,313.21 
STAG Stag Industrial Inc.
-0.91%
-$6,781.3 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$5,403.76 
PNI PIMCO New York Municipal Income Fund II
-0.9%
-$21,609.06 
LAMR Lamar Advertising Company
-0.9%
-$20,740.5 
WDAY Workday Inc.
-0.9%
-$3,588.71 
ETR Entergy Corporation
-0.9%
-$24,191.04 
DVA DaVita Inc.
-0.89%
-$1,682.41 
NMFC New Mountain Finance Corporation
-0.89%
-$31,416.06 
HTGC Hercules Capital Inc.
-0.88%
-$5,227.99 
JHI John Hancock Investors Trust
-0.88%
-$1,186.91 
EXLS ExlService Holdings Inc.
-0.87%
-$11,707.42 
OUT OUTFRONT Media Inc.
-0.87%
-$7,698.25 
NWG NatWest Group plc Sponsored ADR
-0.86%
-$6,986.88 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.85%
-$46,451.15 
CLDX Celldex Therapeutics Inc.
-0.85%
-$15,547.29 
SOPH SOPHiA GENETICS SA
-0.85%
-$6,392.56 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.84%
-$61,452.12 
BLK BlackRock, Inc.
-0.84%
-$38,657 
BMY Bristol-Myers Squibb Company
-0.84%
-$9,744.3 
FRSH Freshworks Inc. Class A Common Stock
-0.84%
-$2,251 
CLX The Clorox Company
-0.84%
-$8,672.25 
EME EMCOR Group, Inc.
-0.83%
-$26,363.12 
PFFD Global X U.S. Preferred ETF
-0.83%
-$3,209.1 
IIM Invesco Value Municipal Income Trust
-0.82%
-$116,532.1 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.82%
-$111,818.07 
LSCC Lattice Semiconductor Corporation
-0.82%
-$59,038.87 
AEE Ameren Corporation
-0.81%
-$32,844.92 
LNT Alliant Energy Corporation
-0.81%
-$29,852.35 
RMNY Rockefeller New York Municipal Bond ETF
-0.8%
-$6,370.51 
PAG Penske Automotive Group Inc.
-0.8%
-$11,181.24 
GGG Graco Inc.
-0.79%
-$9,629.78 
NXP Nuveen Select Tax-Free Income Portfolio
-0.79%
-$73,501.56 
ATO Atmos Energy Corporation
-0.79%
-$20,462.72 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.79%
-$119,757.5 
MRTN Marten Transport, Ltd.
-0.79%
-$2,353.67 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.78%
-$51,889 
WEN The Wendy's Company
-0.78%
-$955.39 
NYF iShares New York Muni Bond ETF
-0.78%
-$44,279.46 
CCEP Coca-Cola Europacific Partners PLC
-0.78%
-$8,836.29 
TDS Telephone and Data Systems, Inc.
-0.78%
-$10,257.15 
MSDL Morgan Stanley Direct Lending Corp.
-0.78%
-$36,317.11 
AEP American Electric Power Company, Inc.
-0.78%
-$54,371.41 
EGP EastGroup Properties Inc.
-0.78%
-$5,825.82 
LAD Lithia Motors Inc.
-0.78%
-$5,913.77 
EPR EPR Properties
-0.77%
-$19,366.46 
EVN Eaton Vance Municipal Income Trust
-0.77%
-$74,862.24 
XLI Industrial Select Sector SPDR Fund
-0.76%
-$4,839.18 
COCO The Vita Coco Company, Inc.
-0.76%
-$4,996.53 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.76%
-$508,980.18 
INVX Innovex International Inc.
-0.75%
-$3,625.87 
MMD NYLI MacKay Municipal Opportunities Fund
-0.75%
-$80,185.82 
PLD Prologis Inc.
-0.75%
-$32,085.03 
REX Rex American Resources Corporation
-0.75%
-$18,416 
VNOM Viper Energy Inc. Class A Common Stock
-0.75%
-$12,457.86 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.75%
-$11,353.65 
VMO Invesco Municipal Opportunity Trust
-0.74%
-$89,558.22 
IGEB iShares Investment Grade Corporate Bond ETF
-0.74%
-$279,903.33 
FCAL First Trust California Municipal Fund
-0.74%
-$11,841.03 
OGE Oge Energy Corp.
-0.73%
-$20,755.2 
J Jacobs Solutions Inc.
-0.73%
-$4,600.96 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-0.73%
-$19,719.63 
HRB H&R Block Inc.
-0.73%
-$8,140.44 
ENVA Enova International Inc.
-0.73%
-$18,253.14 
HLIT Harmonic Inc.
-0.72%
-$1,428 
XLU Utilities Select Sector SPDR Fund
-0.71%
-$3,087.82 
JMUB JPMorgan Municipal Bond ETF
-0.71%
-$19,177.86 
NVCR NovoCure Ltd.
-0.7%
-$5,985.54 
NUW Nuveen AMT-Free Municipal Value Fund
-0.7%
-$40,370.15 
DUK Duke Energy Corporation
-0.7%
-$35,856.24 
DRI Darden Restaurants, Inc.
-0.7%
-$9,707.54 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.7%
-$1,437.08 
VKI Invesco Advantage Municipal Income Trust II
-0.7%
-$59,369.34 
FDXF FedEx Freight Holding Company Inc.
-0.69%
-$1,706.64 
NMAI Nuveen Multi-Asset Income Fund
-0.69%
-$9,634 
CMF iShares California Muni Bond ETF
-0.68%
-$10,760.33 
PFF iShares Preferred and Income Securities ETF
-0.68%
-$183,332.19 
SBUX Starbucks Corporation
-0.68%
-$5,626.24 
GPC Genuine Parts Company
-0.67%
-$2,777.32 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.67%
-$9,275.54 
VTV Vanguard Value ETF
-0.67%
-$370,249.5 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
-0.66%
-$3,289.77 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$3,140.71 
NCDL Nuveen Churchill Direct Lending Corp.
-0.66%
-$35,414.4 
AGX Argan Inc.
-0.65%
-$10,097.44 
BTT BlackRock Municipal 2030 Target Term Trust
-0.65%
-$113,633.89 
AWF AllianceBernstein Global High Income Fund Inc.
-0.65%
-$13,699.08 
LHX L3Harris Technologies, Inc.
-0.64%
-$32,013.24 
WDI Western Asset Diversified Income Fund
-0.64%
-$38,077.84 
EIM Eaton Vance Municipal Bond Fund
-0.64%
-$65,575.56 
MHD BlackRock MuniHoldings Fund Inc.
-0.63%
-$161,719.04 
NCA Nuveen California Municipal Value Fund Inc.
-0.62%
-$25,415.78 
HYD VanEck High Yield Muni ETF
-0.62%
-$7,099.18 
RS Reliance Inc.
-0.61%
-$2,705.56 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.61%
-$282,204.25 
VOO Vanguard S&P 500 ETF
-0.6%
-$6,670.71 
IVV iShares Core S&P 500 ETF
-0.6%
-$882,879.54 
LXU Lsb Industries Inc.
-0.6%
-$3,397.73 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$31,682.88 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.6%
-$34,094.97 
HRL Hormel Foods Corporation
-0.6%
-$4,875.62 
MAR Marriott International Inc. - Class A
-0.58%
-$4,872.18 
CRM Salesforce Inc
-0.58%
-$11,053.98 
VFL abrdn National Municipal Income Fund
-0.58%
-$16,130.82 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.58%
-$9,456.2 
WU Western Union Co.
-0.58%
-$1,067.2 
OKTA Okta Inc.
-0.57%
-$9,148.59 
GSBD Goldman Sachs BDC Inc.
-0.57%
-$15,959.35 
DAVE Dave Inc. Class A Common Stock
-0.57%
-$7,661.15 
MKC McCormick & Company, Incorporated
-0.56%
-$2,589.99 
ISPY ProShares S&P High Income ETF
-0.56%
-$282,906 
CM Canadian Imperial Bank of Commerce
-0.56%
-$6,904.96 
BXSL Blackstone Secured Lending Fund
-0.55%
-$10,273.23 
BNDX Vanguard Total International Bond ETF
-0.55%
-$1,922.66 
INTU Intuit Inc.
-0.55%
-$8,412.52 
BCH Banco de Chile S.A.
-0.55%
-$15,980.86 
EXC Exelon Corporation
-0.55%
-$14,488.88 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
-0.54%
-$118,914.29 
SBI Western Asset Intermediate Bond Fund
-0.54%
-$11,036.6 
TW Tradeweb Markets Inc.
-0.53%
-$8,593.42 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.53%
-$39,011.61 
ALLT Allot Ltd.
-0.53%
-$3,863.64 
KTF DWS Municipal Income Trust
-0.53%
-$9,242.06 
CTRE CareTrust REIT Inc.
-0.53%
-$16,827.01 
PSMT PriceSmart Inc.
-0.53%
-$1,221.93 
PSX Phillips 66
-0.53%
-$8,637.85 
BA Boeing Company
-0.52%
-$31,002.77 
SSNC SS&C Technologies Holdings Inc.
-0.52%
-$7,101.84 
GMNY Goldman Sachs Dynamic New York Municipal Income ETF
-0.52%
-$14,529.9 
BRX Brixmor Property Group Inc.
-0.52%
-$5,243.55 
WEC WEC Energy Group Inc.
-0.52%
-$21,622.15 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.52%
-$10,900.05 
EBF Ennis Inc.
-0.52%
-$7,933.2 
ROP Roper Technologies Inc.
-0.52%
-$1,485.39 
IHY VanEck International High Yield Bond ETF
-0.51%
-$2,597.1 
APD Air Products and Chemicals, Inc.
-0.51%
-$6,630 
CPNG Coupang Inc.
-0.51%
-$4,452.9 
NET Cloudflare Inc.
-0.5%
-$6,780.63 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$198,558.54 
SUPN Supernus Pharmaceuticals Inc.
-0.5%
-$18,944.73 
AMCR Amcor plc
-0.5%
-$2,498.3 
SPHY SPDR Portfolio High Yield Bond ETF
-0.5%
-$2,605.78 
MA Mastercard Incorporated
-0.5%
-$41,778.3 
MFIC MidCap Financial Investment Corporation
-0.49%
-$3,613.09 
OBDC Blue Owl Capital Corporation
-0.49%
-$19,447.34 
ITA iShares U.S. Aerospace & Defense ETF
-0.49%
-$1,030.75 
ALSN Allison Transmission Holdings Inc.
-0.49%
-$1,534.05 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.49%
-$22,421.61 
RSG Republic Services, Inc.
-0.48%
-$8,133.48 
CION Cion Investment Corporation
-0.48%
-$10,176.46 
POR Portland General Electric Company
-0.48%
-$6,598.33 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.48%
-$2,450.87 
CMS CMS Energy Corporation
-0.48%
-$17,345.58 
INDV Indivior Pharmaceuticals, Inc.
-0.47%
-$59,440.43 
SEIC SEI Investments Company
-0.46%
-$8,863.35 
VLO Valero Energy Corporation
-0.46%
-$9,936.29 
IAGG iShares International Aggregate Bond Fund
-0.45%
-$3,484.12 
SKT Tanger Factory Outlet Centers, Inc.
-0.45%
-$2,223.87 
SLRC SLR Investment Corp.
-0.45%
-$10,246.57 
HYDB iShares High Yield Systematic Bond ETF
-0.44%
-$1,744.96 
PLXS Plexus Corp.
-0.44%
-$2,150.63 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.44%
-$4,839.56 
KFRC Kforce Inc.
-0.44%
-$1,147.5 
NSSC Napco Security Technologies, Inc.
-0.43%
-$6,088.06 
GILD Gilead Sciences Inc.
-0.43%
-$17,674.34 
DGII Digi International Inc.
-0.42%
-$17,452.7 
NI NiSource Inc.
-0.42%
-$19,164.42 
AXP American Express Company
-0.41%
-$20,748 
AMZN Amazon.com Inc
-0.41%
-$95,624.88 
ONDS Ondas Holdings Inc.
-0.41%
-$1,602 
PNW Pinnacle West Capital Corporation
-0.41%
-$13,111.6 
BBDC Barings BDC Inc.
-0.4%
-$8,800.05 
JPM JPMorgan Chase & Co.
-0.4%
-$66,982.82 
VERA Vera Therapeutics Inc.
-0.4%
-$5,738.31 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.4%
-$8,281.18 
GE General Electric Company
-0.39%
-$61,707.24 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.39%
-$19,243.4 
XLE Energy Select Sector SPDR Fund
-0.38%
-$1,846.75 
NJR New Jersey Resources Corporation
-0.37%
-$5,290 
FUL H.B. Fuller Co.
-0.37%
-$809.02 
JSCP JPMorgan Short Duration Core Plus ETF
-0.36%
-$53,124.61 
SO The Southern Company
-0.36%
-$10,129.92 
WFC Wells Fargo & Company
-0.36%
-$3,584.43 
IESC Ies Holdings Inc.
-0.36%
-$8,432.18 
XLF Financial Select Sector SPDR Fund
-0.36%
-$6,800.67 
ED Consolidated Edison, Inc.
-0.35%
-$7,911.98 
CSWC Capital Southwest Corporation
-0.35%
-$5,264.37 
PSBD Palmer Square Capital BDC Inc.
-0.34%
-$6,932.17 
CVX Chevron Corporation
-0.34%
-$20,989.44 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.34%
-$5,394.99 
GNTX Gentex Corporation
-0.34%
-$1,646.65 
AJG Arthur J. Gallagher & Co.
-0.33%
-$10,671.75 
AFL Aflac Inc.
-0.33%
-$4,560.38 
BGX Blackstone Long-Short Credit Fund
-0.33%
-$513.03 
WRBY Warby Parker Inc.
-0.33%
-$1,246.8 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.33%
-$18,154.11 
GRPN Groupon, Inc.
-0.33%
-$779.86 
SGC Superior Group of Companies, Inc.
-0.32%
-$416.64 
WTRG Essential Utilities Inc.
-0.32%
-$762.62 
KMB Kimberly-Clark Corporation
-0.32%
-$6,486.25 
RL Ralph Lauren Corporation
-0.31%
-$6,576.33 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.31%
-$3,145.16 
DTM Dt Midstream Inc.
-0.31%
-$2,420.8 
YUM Yum! Brands, Inc.
-0.3%
-$1,309.35 
CGNX Cognex Corporation
-0.29%
-$3,532.74 
JEMB Janus Henderson Emerging Markets Debt Hard Currency ETF
-0.29%
-$26,971.08 
RCL Royal Caribbean Group
-0.29%
-$9,457.89 
FBP First BanCorp Puerto Rico
-0.29%
-$2,642.24 
NUV Nuveen Municipal Value Fund, Inc.
-0.29%
-$71,557.57 
TMO Thermo Fisher Scientific Inc.
-0.29%
-$9,627.51 
CNS Cohen & Steers Inc.
-0.28%
-$2,528.68 
AGZ iShares Agency Bond ETF
-0.28%
-$8,015 
STLA Stellantis N.V.
-0.28%
-$348.5 
PML PIMCO Municipal Income Fund II
-0.28%
-$33,476.16 
TSLX Sixth Street Specialty Lending Inc.
-0.28%
-$1,810.8 
AEG Aegon N.V.
-0.28%
-$8,007.87 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.28%
-$3,853.15 
RWAY Runway Growth Finance Corp
-0.28%
-$1,674.9 
VBF Invesco Bond Fund
-0.28%
-$1,929.44 
MDLZ Mondelez International, Inc.
-0.27%
-$3,448.45 
MDT Medtronic plc
-0.27%
-$7,167.25 
BRO Brown & Brown Inc.
-0.27%
-$1,142.46 
NYT New York Times Co.
-0.27%
-$5,216.58 
PROK ProKidney Corp
-0.27%
-$9,238.75 
SNOW Snowflake Inc.
-0.27%
-$4,859.9 
IDV iShares International Select Dividend ETF
-0.26%
-$31,384.31 
NTES NetEase, Inc. American Depositary Receipt
-0.26%
-$1,073.8 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.25%
-$4,705.19 
MLM Martin Marietta Materials, Inc.
-0.25%
-$1,022.35 
VGSH Vanguard Short-Term Treasury Fund
-0.25%
-$2,293.9 
NFLX Netflix, Inc.
-0.25%
-$6,047.89 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.25%
-$2,116.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.25%
-$2,170 
SHOP Shopify Inc.
-0.24%
-$2,151.91 
OHI Omega Healthcare Investors Inc.
-0.23%
-$3,384.48 
CME CME Group Inc.
-0.23%
-$1,323 
TROW T. Rowe Price Group, Inc.
-0.22%
-$3,146.64 
MCD McDonald's Corporation
-0.22%
-$1,515.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.22%
-$6,288.56 
AKBA Akebia Therapeutics Inc.
-0.22%
-$1,763.43 
CGBD Carlyle Secured Lending, Inc.
-0.22%
-$4,268.4 
COGT Cogent Biosciences, Inc.
-0.22%
-$9,883.12 
JNJ Johnson & Johnson
-0.22%
-$25,377.9 
JPC Nuveen Preferred & Income Opportunities Fund
-0.21%
-$2,119.32 
STT State Street Corp
-0.21%
-$13,083.27 
PSA Public Storage Common Stock
-0.2%
-$2,780.4 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.2%
-$1,846.56 
CDNS Cadence Design Systems, Inc.
-0.2%
-$6,631.52 
NMI Nuveen Municipal Income Fund Inc.
-0.2%
-$4,194.32 
HEI Heico Corporation
-0.19%
-$7,102.52 
ECL Ecolab Inc.
-0.19%
-$14,338.11 
EFT Eaton Vance Floating-Rate Income Trust
-0.19%
-$6,011.72 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
-0.19%
-$4,706 
FF FutureFuel Corp
-0.19%
-$891.32 
KRG Kite Realty Group Trust
-0.17%
-$1,232.06 
IDA Idacorp Inc.
-0.17%
-$3,146.65 
TMUS T-Mobile US, Inc.
-0.17%
-$4,717.35 
COST Costco Wholesale Corporation
-0.16%
-$15,613.84 
NOW ServiceNow, Inc.
-0.16%
-$7,105.77 
KRYS Krystal Biotech Inc.
-0.16%
-$502.83 
ROST Ross Stores, Inc.
-0.16%
-$3,418.39 
SAH Sonic Automotive Inc.
-0.16%
-$294.96 
GRMN Garmin Ltd.
-0.15%
-$947.03 
WEA Western Asset Premier Bond Fund
-0.14%
-$1,937.74 
V Visa Inc. Class A
-0.14%
-$25,398.36 
CL Colgate-Palmolive Company
-0.12%
-$2,070.64 
AIR AAR Corp.
-0.12%
-$6,698.13 
NWE NorthWestern Energy Group, Inc.
-0.11%
-$1,332 
DKS Dick's Sporting Goods, Inc.
-0.11%
-$435.75 
REXR Rexford Industrial Realty, Inc.
-0.11%
-$374.76 
GLAD Gladstone Capital Corporation
-0.1%
-$643.62 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.1%
-$1,406.81 
EFR Eaton Vance Senior Floating-Rate Trust
-0.1%
-$341.26 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.1%
-$376.35 
WMT Walmart Inc.
-0.09%
-$10,375.4 
BSAC Banco Santander-Chile ADR
-0.09%
-$1,397.97 
ING ING Groep N.V. Sponsored ADR
-0.08%
-$4,342.38 
LYB LyondellBasell Industries N.V.
-0.08%
-$372.55 
TXNM TxnM Energy Inc.
-0.08%
-$469.94 
AIG American International Group Inc.
-0.07%
-$1,022.84 
TJX The TJX Companies, Inc.
-0.07%
-$4,643.01 
SRLN SPDR Blackstone Senior Loan ETF
-0.06%
-$5,249.65 
ACAD Acadia Pharmaceuticals Inc.
-0.06%
-$1,724.94 
JLS Nuveen Mortgage and Income Fund
-0.06%
-$339.44 
TUYA Tuya Inc.
-0.06%
-$207.43 
RAMP LiveRamp Holdings, Inc.
-0.05%
-$166.02 
KIO KKR Income Opportunities Fund
-0.05%
-$69.96 
BKH Black Hills Corporation
-0.04%
-$450.54 
AXSM Axsome Therapeutics, Inc.
-0.04%
-$1,444.16 
MKTX MarketAxess Holdings Inc.
-0.03%
-$217.75 
ICSH iShares Short Treasury Bond ETF
-0.03%
-$351.86 
VDC VANGUARD CONSUMER STAPLES ETF
-0.02%
-$95.75 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$2,139.31 
BNY BlackRock New York Municipal Income Trust
-0.02%
-$1,394.76 
PAI Western Asset Investment Grade Fund
0%
-$22.78 Events
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Dividends
Dividend Analysis
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| Trades 17779 | Longs Won 9049/17779 50% | Profit Factor 2.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $437,239.26 |
| Average Win $128,279.35 | Best Trade (Aug 14) $21.04M | Sharpe Ratio -16.58 |
| Average Loss -$60,828.14 | Worst Trade (Sep 30) -$3.92M | Z-Score -29.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $35,385.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 68,053 | $10.72M | $22.17M | - | $11.45M | 106.81% | +3.311% |
| ABBV AbbVie Inc. | 23,832 | $3.9M | $6.06M | - | $2.16M | 55.49% | +1.323% |
| ABM ABM Industries Inc. | 6,482 | $272,836.76 | $317,164.26 | - | $44,327.5 | 16.25% | -1.628% |
| ABNB Airbnb, Inc. | 6,076 | $854,777.23 | $1.02M | - | $163,074.29 | 19.08% | -1.244% |
| ABSI Absci Corporation | 81,441 | $943,901.19 | $668,223.4 | - | -$275,677.79 | -29.21% | -5.145% |
| ABT Abbott Laboratories | 12,902 | $1.45M | $1.33M | - | -$120,026.56 | -8.26% | -1.806% |
| ACAD Acadia Pharmaceuticals Inc. | 103,290 | $1.96M | $2.86M | - | $896,987.46 | 45.76% | -0.06% |
| ACHR Archer Aviation Inc. | 161,079 | $1.42M | $889,188.3 | - | -$535,183.1 | -37.57% | +0.367% |
| ACM Aecom | 22,156 | $1.97M | $1.39M | - | -$585,040.74 | -29.63% | -2.046% |
| ACN Accenture plc Class A | 5,853 | $1.71M | $1.04M | - | -$673,801.58 | -39.32% | +1.052% |
| ADBE Adobe Inc. | 7,585 | $3.98M | $1.89M | - | -$2.09M | -52.53% | -2.248% |
| ADI Analog Devices, Inc. | 54,099 | $10.6M | $19.55M | - | $8.94M | 84.31% | -1.034% |
| ADSK Autodesk, Inc. | 1,949 | $476,518.91 | $409,874.7 | - | -$66,644.21 | -13.99% | +1.781% |
| ADX Adams Diversified Equity Fund, Inc. | 275,750 | $5.62M | $7.06M | - | $1.44M | 25.56% | -1.158% |
| AEE Ameren Corporation | 37,971 | $3.59M | $4M | - | $410,576.73 | 11.43% | -0.814% |
| AEG Aegon N.V. | 320,315 | $2.25M | $2.89M | - | $641,894.39 | 28.5% | -0.276% |
| AEO American Eagle Outfitters, Inc. | 26,975 | $517,714.87 | $383,989.12 | - | -$133,725.75 | -25.83% | -15.719% |
| AEP American Electric Power Company, Inc. | 56,053 | $5.8M | $6.93M | - | $1.14M | 19.61% | -0.778% |
| AFB AllianceBernstein National Municipal Income Fund | 599,669 | $6.45M | $6.16M | - | -$294,614.8 | -4.57% | -1.582% |
| AFG American Financial Group Inc. | 4,892 | $639,536.01 | $691,777.72 | - | $52,241.71 | 8.17% | +0.662% |
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FAQ
Which stocks have generated the highest profits for Phillip Fitzsimmons?
The largest contributions to the portfolio's profits come from the following stocks: Mechanics Bank - $124.59M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $23.23M, BlackRock New York Municipal Income Trust - $21.24M, NVIDIA Corporation - $13.87M, and Eli Lilly and Company - $12.91M. 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: PayPal Holdings Inc - $8.34M, BlackRock MuniHoldings Fund Inc - $7.1M, Nektar Therapeutics Inc - $5.32M, Etsy Inc - $4.63M, and Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest - $4.5M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Phillip Fitzsimmons's portfolio generate?
The portfolio generates substantial dividend income, with a total of $399.98M earned over time. The largest contributors to dividend income include Mechanics Bank - $125.43M, ProShares S&P High Income ETF - $7.46M, iShares Investment Grade Corporate Bond ETF - $7.08M, QVC Group, Inc. - Series A - $6.33M, and Goldman Sachs ActiveBeta International Equity ETF - $4.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Phillip Fitzsimmons's monthly returns?
Phillip Fitzsimmons'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 Phillip Fitzsimmons's strategy be considered aggressive or moderate?
Phillip Fitzsimmons'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 Phillip Fitzsimmons's strategy?
Phillip Fitzsimmons's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
