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.
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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:
58.96%
Gain -0.49%
Monthly
0.46%
Yearly
5.61%
Drawdown
24.91%
$3.36B
Equity
Holdings
$3.36B
Investment
$2.95B
$525.01M
Profit -$11.34M
Realized
$117.52M
Unrealized
$407.49M
Dividends
$413.79M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$11.34M
Win %
55%
This Week
Compared To Last Week
Gain
0.68%
Profit
$22.74M
Win %
55%
This Month
Compared to last month
Gain
-0.72%
Profit
-$24.36M
Win %
55%
This Year
Compared to last year
Gain
-0.82%
Profit
-$27.27M
Win %
55%
BHVN Biohaven Ltd.
+25.7%
+$136,041.94 
HCSG Healthcare Services Group, Inc.
+11.18%
+$41,408.29 
ROP Roper Technologies Inc.
+10.01%
+$26,513.46 
BMI Badger Meter, Inc.
+9.31%
+$145,137.32 
VSTM Verastem Inc.
+7.82%
+$503,876.16 
ISSC Innovative Solutions & Support Inc.
+7.74%
+$325,563.78 
LAD Lithia Motors, Inc.
+7.3%
+$48,805.4 
EVER EverQuote Inc. Class A Common Stock
+6.89%
+$57,807.74 
BX Blackstone Inc.
+6.62%
+$113,279.57 
CDRE Cadre Holdings, Inc.
+6.27%
+$154,547.82 
NDAQ Nasdaq, Inc. Common Stock
+6.22%
+$333,136.12 
LMT Lockheed Martin Corporation
+6.15%
+$650,364.08 
DMC Del Monte Corporation
+6.13%
+$56,696.76 
PG The Procter & Gamble Company
+6%
+$404,875.84 
ADBE Adobe Inc.
+5.65%
+$72,590.41 
CALM Cal-Maine Foods, Inc.
+5.61%
+$102,740.8 
CELC Celcuity Inc.
+5.51%
+$315,981.9 
VRSK Verisk Analytics, Inc.
+5.48%
+$30,481.68 
INTU Intuit Inc.
+5.47%
+$70,757.64 
CPRT Copart, Inc.
+5.38%
+$14,515.87 
TEVJF Teva Pharmaceutical Industries Ltd.
+5.35%
+$690,186.42 
HNI HNI Corporation
+5.17%
+$10,291.61 
BBY Best Buy Co., Inc.
+5.15%
+$14,651.85 
WSO Watsco Inc.
+5.07%
+$48,667.5 
JKHY Jack Henry & Associates, Inc.
+5.06%
+$31,947.92 
SFIX Stitch Fix, Inc.
+5.05%
+$1,637.96 
EPRT Essential Properties Realty Trust, Inc.
+4.94%
+$18,793.17 
DKS DICK'S Sporting Goods, Inc.
+4.9%
+$20,448.48 
RSG Republic Services Inc.
+4.87%
+$89,412.1 
PAYX Paychex Inc.
+4.85%
+$90,896.19 
ACN Accenture plc
+4.8%
+$70,447.59 
WIX Wix.com Ltd.
+4.75%
+$10,849.74 
G Genpact Limited
+4.73%
+$11,662.2 
ROL Rollins Inc.
+4.72%
+$81,630.7 
HPQ HP Inc.
+4.68%
+$20,048.53 
GWRE Guidewire Software Inc.
+4.61%
+$59,022.09 
CHKP Check Point Software Technologies Ltd.
+4.61%
+$10,959.4 
PHM PulteGroup, Inc.
+4.58%
+$71,769.94 
TYL Tyler Technologies Inc.
+4.55%
+$15,377.39 
WTRG Essential Utilities Inc.
+4.49%
+$10,169.31 
HAYW Hayward Holdings, Inc.
+4.48%
+$7,985.52 
KR The Kroger Co.
+4.47%
+$180,360.35 
TDS Telephone and Data Systems, Inc.
+4.46%
+$51,033.36 
CARG CarGurus Inc. Class A Common Stock
+4.46%
+$29,470.78 
HRB H&R Block Inc.
+4.43%
+$40,061.64 
JNJ Johnson & Johnson
+4.43%
+$491,177.68 
CARS Cars.com Inc.
+4.42%
+$19,165.97 
CG The Carlyle Group Inc.
+4.4%
+$24,186.4 
STBA S&T Bancorp Inc.
+4.38%
+$24,210.19 
KMB Kimberly-Clark Corporation
+4.37%
+$83,921.94 
SBH Sally Beauty Holdings, Inc.
+4.37%
+$19,629.37 
MD Pediatrix Medical Group Inc.
+4.36%
+$44,086.53 
CHWY Chewy Inc. Class A Common Stock
+4.24%
+$13,868.22 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
+4.21%
+$8,603.4 
CL Colgate-Palmolive Co.
+4.18%
+$77,496.9 
IRTC iRhythm Holdings, Inc.
+4.13%
+$16,508.8 
CXM Sprinklr Inc Class A
+4.13%
+$8,100.26 
UTHR United Therapeutics Corporation
+4.12%
+$89,598.15 
HSY The Hershey Company Common Stock
+4.11%
+$52,495.28 
D Dominion Energy, Inc.
+4.07%
+$42,527.16 
DVA DaVita Inc.
+4.07%
+$9,354.19 
WM Waste Management Inc.
+4.05%
+$181,759.2 
ARLO Arlo Technologies, Inc.
+4.03%
+$44,500.33 
NEE NextEra Energy Inc.
+4.01%
+$217,008.54 
EXLS ExlService Holdings, Inc. Common Stock
+3.91%
+$60,727 
KFY Korn Ferry
+3.87%
+$32,632.73 
AJG Arthur J. Gallagher & Co.
+3.87%
+$89,515.52 
EXPE Expedia Group Inc.
+3.86%
+$150,221.44 
AOS A. O. Smith Corporation
+3.84%
+$16,183.43 
ETD Ethan Allen Interiors Inc.
+3.82%
+$22,649.24 
RPC Ridgepost Capital Inc. Class A Common Stock
+3.78%
+$6,847.68 
SPOK Spok Holdings, Inc.
+3.76%
+$6,886.62 
UL Unilever PLC Sponsored ADR
+3.73%
+$40,723.86 
EXC Exelon Corp.
+3.71%
+$89,902.18 
HD The Home Depot, Inc.
+3.71%
+$75,205.98 
BMY Bristol-Myers Squibb Company
+3.7%
+$48,547.06 
LCII LCI Industries
+3.7%
+$13,696.05 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
+3.69%
+$13,368.78 
SJM The J. M. Smucker Company
+3.67%
+$14,418.34 
FRSH Freshworks Inc. Class A Common Stock
+3.64%
+$15,365.7 
NFLX Netflix Inc.
+3.64%
+$76,739.45 
KVUE Kenvue Inc.
+3.62%
+$8,706.41 
MBGL Mobility Global Inc.
+3.62%
+$9,706.29 
CRMD CorMedix Inc.
+3.59%
+$150,334.52 
CLX The Clorox Company
+3.58%
+$30,632.26 
ED Consolidated Edison Inc.
+3.56%
+$85,494.38 
OZK Bank OZK
+3.56%
+$25,126.74 
HRL Hormel Foods Corporation
+3.52%
+$21,303.36 
ORGO Organogenesis Holdings Inc. Class A Common Stock
+3.51%
+$7,378.26 
MDLZ Mondelēz International, Inc. Class A Common Stock
+3.51%
+$52,258.8 
DUK Duke Energy Corporation
+3.5%
+$188,861.04 
CME CME Group Inc. Class A Common Stock
+3.5%
+$13,258.34 
T AT&T Inc.
+3.49%
+$14,255.77 
REYN Reynolds Consumer Products Inc.
+3.49%
+$51,541.18 
WSBC WesBanco, Inc.
+3.48%
+$10,781.3 
CCEP Coca-Cola Europacific Partners PLC
+3.42%
+$53,051.04 
CION CION Investment Corporation
+3.4%
+$42,332.21 
CRM Salesforce, Inc.
+3.4%
+$24,651.78 
LOW Lowe's Companies, Inc.
+3.34%
+$21,172.12 
PGR The Progressive Corporation
+3.33%
+$12,949.07 
KFRC Kforce Inc.
+3.33%
+$11,024.37 
SBSI Southside Bancshares Inc.
+3.28%
+$21,570.57 
OTF Blue Owl Technology Finance Corp.
+3.26%
+$29,094.34 
ATO Atmos Energy Corporation
+3.26%
+$121,518.72 
OHI Omega Healthcare Investors Inc.
+3.24%
+$76,511.52 
SO The Southern Company
+3.22%
+$93,672.9 
ADSK Autodesk Inc.
+3.21%
+$14,103.04 
WEN The Wendy's Company
+3.19%
+$3,180 
CCAP Crescent Capital BDC Inc.
+3.18%
+$19,093.32 
CVBF CVB Financial Corp.
+3.17%
+$20,194.02 
LLY Eli Lilly and Company
+3.17%
+$645,208.76 
AZO AutoZone, Inc.
+3.15%
+$75,185.24 
OCFC OceanFirst Financial Corp.
+3.14%
+$15,796.91 
MBWM Mercantile Bank Corporation
+3.13%
+$26,172.16 
PKG Packaging Corporation of America
+3.12%
+$7,010.45 
AUB Atlantic Union Bankshares Corporation
+3.1%
+$11,030.4 
FIBK First Interstate BancSystem, Inc.
+3.1%
+$23,104.44 
SAP SAP SE Sponsored ADR
+3.05%
+$105,466.62 
MCFT MasterCraft Boat Holdings, Inc.
+3.04%
+$6,658.5 
CFFN Capitol Federal Financial, Inc.
+3.04%
+$9,615.27 
ISRG Intuitive Surgical Inc.
+3.03%
+$76,049.28 
TMUS T-Mobile US Inc.
+3.02%
+$79,181.6 
NMFC New Mountain Finance Corporation
+3%
+$75,989.94 
EPR EPR Properties
+2.99%
+$71,698.81 
QNST QuinStreet, Inc.
+2.99%
+$26,458.53 
CI The Cigna Group
+2.97%
+$6,844.74 
VZ Verizon Communications Inc.
+2.95%
+$108,091.63 
CINF Cincinnati Financial Corporation
+2.91%
+$53,463.96 
FNF Fidelity National Financial, Inc.
+2.9%
+$10,063.04 
CMCSA Comcast Corp. Class A Common Stock
+2.9%
+$19,593.6 
MSCI MSCI Inc.
+2.88%
+$17,509.78 
MFIC MidCap Financial Investment Corporation
+2.87%
+$7,893.41 
MSDL Morgan Stanley Direct Lending Fund
+2.87%
+$120,916.74 
TREX Trex Company, Inc.
+2.87%
+$6,636 
UNP Union Pacific Corp.
+2.87%
+$23,586.75 
KTB Kontoor Brands Inc.
+2.86%
+$13,790.1 
SBRA Sabra Health Care REIT, Inc.
+2.86%
+$68,339.16 
CMS CMS Energy Corporation Common Stock
+2.84%
+$120,275.73 
APAM Artisan Partners Asset Management Inc. Class A Common Stock
+2.84%
+$18,392.04 
PSA Public Storage
+2.84%
+$40,650.3 
LYB LyondellBasell Industries N.V.
+2.82%
+$6,440.28 
FMBH First Mid Bancshares Inc.
+2.81%
+$14,366.27 
SPG Simon Property Group Inc.
+2.81%
+$76,839.09 
BSX Boston Scientific Corp.
+2.79%
+$97,468.96 
RCKT Rocket Pharmaceuticals, Inc.
+2.79%
+$13,512.11 
FULT Fulton Financial Corporation
+2.78%
+$37,779.74 
RWAY Runway Growth Finance Corp.
+2.78%
+$16,137.45 
CB Chubb Limited
+2.78%
+$11,200.96 
GNTX Gentex Corporation
+2.77%
+$11,463.74 
VDC Vanguard Consumer Staples ETF
+2.77%
+$12,756.32 
MO Altria Group, Inc.
+2.76%
+$189,793.44 
ABM ABM Industries Incorporated
+2.75%
+$8,101.44 
SPRY Ars Pharmaceuticals Inc
+2.75%
+$29,034.85 
MDT Medtronic plc
+2.74%
+$71,270.21 
XEL Xcel Energy Inc.
+2.72%
+$131,887.36 
IBCP Independent Bank Corporation
+2.69%
+$6,358.35 
PEP PepsiCo, Inc.
+2.69%
+$48,382.87 
UBSI United Bankshares Inc.
+2.69%
+$6,180.03 
BRX Brixmor Property Group Inc.
+2.66%
+$48,542.81 
SYK Stryker Corp.
+2.66%
+$77,916.86 
ORLY O'Reilly Automotive Inc.
+2.66%
+$62,281.23 
VVX V2X Inc.
+2.65%
+$95,407.39 
WEC WEC Energy Group Inc.
+2.65%
+$123,714.22 
ESS Essex Property Trust Inc.
+2.64%
+$9,252.72 
HQY HealthEquity, Inc.
+2.64%
+$27,789.18 
HOPE Hope Bancorp, Inc.
+2.63%
+$7,839 
CAC Camden National Corporation
+2.62%
+$13,614.22 
BUSE First Busey Corporation
+2.62%
+$8,569.08 
PFBC Preferred Bank
+2.62%
+$40,821.39 
HBT HBT Financial, Inc.
+2.61%
+$15,974.98 
RNST Renasant Corp.
+2.6%
+$11,899.65 
WDAY Workday Inc Class A Common Stock
+2.59%
+$10,293.82 
ITRI Itron, Inc.
+2.59%
+$26,246.74 
NJR New Jersey Resources Corporation
+2.58%
+$34,418.55 
PFS Provident Financial Services, Inc. Common Stock
+2.57%
+$11,903.34 
FCF First Commonwealth Financial Corp.
+2.56%
+$8,287.65 
NWBI Northwest Bancshares, Inc.
+2.52%
+$19,731.88 
CPF Central Pacific Financial Corp.
+2.52%
+$51,985.14 
AFG American Financial Group Inc
+2.5%
+$18,200.7 
HGV Hilton Grand Vacations Inc.
+2.5%
+$10,815.3 
FFBC First Financial Bancorp.
+2.5%
+$40,036.41 
OBDC Blue Owl Capital Corporation
+2.48%
+$70,733.71 
TSLX Sixth Street Specialty Lending, Inc.
+2.47%
+$22,197.42 
NOC Northrop Grumman Corporation
+2.47%
+$221,035.96 
SLRC SLR Investment Corp.
+2.46%
+$33,570.18 
SBUX Starbucks Corp.
+2.45%
+$22,322.11 
CTRE CareTrust REIT, Inc.
+2.44%
+$88,046.61 
ALV Autoliv Inc.
+2.43%
+$21,880.38 
ASO Academy Sports and Outdoors, Inc.
+2.43%
+$7,597.4 
TRST TrustCo Bank Corp. NY
+2.41%
+$15,502.18 
ARDX Ardelyx Inc.
+2.4%
+$100,413.68 
PRTA Prothena Corp PLC
+2.39%
+$16,198.06 
AFL Aflac Incorporated
+2.39%
+$33,317.83 
LNT Alliant Energy Corporation
+2.38%
+$94,888.62 
NXST Nexstar Media Group, Inc.
+2.37%
+$7,170.33 
HAFC Hanmi Financial Corporation
+2.37%
+$8,318.67 
CWCO Consolidated Water Co. Ltd.
+2.35%
+$8,635.81 
KO The Coca-Cola Company
+2.35%
+$177,848.76 
NOW ServiceNow Inc.
+2.35%
+$69,800.52 
AMCR Amcor plc
+2.34%
+$6,264.6 
J Jacobs Solutions Inc.
+2.34%
+$16,671.62 
SPGI S&P Global Inc.
+2.33%
+$184,566.11 
EMBC Embecta Corp.
+2.32%
+$3,176.11 
AEP American Electric Power Company, Inc.
+2.32%
+$192,537.65 
CCNE CNB Financial Corp.
+2.32%
+$8,546.4 
KRG Kite Realty Group Trust
+2.32%
+$10,604.16 
AMGN Amgen Inc. Common Stock
+2.3%
+$76,491.72 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
+2.29%
+$73,192.27 
PEBO Peoples Bancorp Inc.
+2.29%
+$18,112.18 
BTI British American Tobacco plc ADR
+2.27%
+$8,687.22 
UPS United Parcel Service, Inc. Class B Common Stock
+2.25%
+$13,401.92 
INCY Incyte Corp.
+2.25%
+$122,486.7 
CRVS Corvus Pharmaceuticals Inc.
+2.24%
+$11,840.89 
EFC Ellington Financial Inc.
+2.23%
+$49,272.37 
WMT Walmart Inc.
+2.22%
+$260,205.3 
URI United Rentals Inc.
+2.22%
+$133,693.25 
MCD McDonald's Corporation
+2.21%
+$22,260.48 
KBDC Kayne Anderson BDC Inc.
+2.21%
+$35,676.57 
LHX L3Harris Technologies, Inc.
+2.21%
+$118,432.86 
MBUU Malibu Boats Inc. Class A Common Stock
+2.2%
+$4,912.32 
DLTR Dollar Tree Inc.
+2.18%
+$7,513.05 
EVRG Evergy Inc.
+2.18%
+$58,140.82 
PNW Pinnacle West Capital Corporation
+2.17%
+$77,260.5 
BKNG Booking Holdings Inc.
+2.16%
+$47,062.93 
ESCA Escalade, Incorporated
+2.16%
+$8,970 
KDP Keurig Dr Pepper Inc.
+2.16%
+$6,414.45 
BXSL Blackstone Secured Lending Fund
+2.16%
+$45,476.76 
ETSY Etsy Inc.
+2.15%
+$16,183.04 
PANW Palo Alto Networks, Inc.
+2.15%
+$360,820.24 
GPC Genuine Parts Company
+2.15%
+$8,045.36 
NSSC Napco Security Technologies, Inc.
+2.12%
+$17,433.72 
TRV The Travelers Companies, Inc.
+2.12%
+$104,616.24 
DOX Amdocs Ltd.
+2.12%
+$16,010.81 
DTE DTE Energy Company
+2.12%
+$105,303.69 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
+2.1%
+$22,603.49 
GBDC Golub Capital BDC, Inc.
+2.09%
+$72,047.25 
GILD Gilead Sciences Inc.
+2.08%
+$115,834.92 
BHB Bar Harbor Bankshares, Inc.
+2.07%
+$13,602.4 
PNI PIMCO New York Municipal Income Fund II
+2.07%
+$43,324.58 
CTAS Cintas Corporation
+2.06%
+$13,177.77 
NGG National Grid plc Sponsored ADR
+2.04%
+$13,973.85 
TSN Tyson Foods, Inc. Class A Common Stock
+2.04%
+$39,715.32 
UHS Universal Health Services Inc. Class B Common Stock
+2.04%
+$8,772.37 
IDXX IDEXX Laboratories, Inc.
+2.02%
+$9,212.34 
IDA IDACORP Inc.
+2%
+$43,878.3 
NKE Nike, Inc. Class B Common Stock
+2%
+$33,474 
RCKY Rocky Brands, Inc.
+2%
+$10,737.4 
BCSF Bain Capital Specialty Finance, Inc.
+1.99%
+$65,550.6 
MAC The Macerich Company
+1.98%
+$15,847.92 
CF CF Industries Holdings, Inc.
+1.98%
+$8,174.2 
SRCE 1st Source Corp.
+1.97%
+$7,634.7 
PEG Public Service Enterprise Group Inc.
+1.97%
+$55,076 
ACM AECOM
+1.96%
+$28,040.38 
POR Portland General Electric Co.
+1.96%
+$31,038.26 
AEE Ameren Corporation
+1.94%
+$85,598.38 
PPL PPL Corporation
+1.92%
+$55,726.33 
WASH Washington Trust Bancorp, Inc.
+1.91%
+$7,940.31 
ALKS Alkermes plc
+1.91%
+$56,467.39 
TRIP Tripadvisor, Inc.
+1.91%
+$3,090.6 
ARCC Ares Capital Corp.
+1.9%
+$35,836.85 
FE FirstEnergy Corp.
+1.9%
+$42,865.94 
RJF Raymond James Financial, Inc.
+1.9%
+$97,644.48 
UNH UnitedHealth Group Inc.
+1.88%
+$150,931.08 
ABT Abbott Laboratories
+1.87%
+$24,180.78 
AMT American Tower Corporation
+1.86%
+$12,393.75 
FINV FinVolution Group Sponsored ADR Class A
+1.83%
+$8,831.08 
QURE uniQure N.V.
+1.83%
+$72,856.15 
CGBD Carlyle Secured Lending, Inc.
+1.83%
+$37,251.5 
SNDX Syndax Pharmaceuticals, Inc.
+1.82%
+$92,727.36 
TMP Tompkins Financial Corporation
+1.82%
+$6,541.2 
VGLT Vanguard Long-Term Treasury ETF
+1.82%
+$133,304.82 
OGE OGE Energy Corp.
+1.81%
+$54,026.13 
LMAT LeMaitre Vascular Inc.
+1.81%
+$20,488.86 
INGR Ingredion Incorporated
+1.81%
+$6,191.67 
ZS Zscaler Inc.
+1.8%
+$18,931.8 
MC Moelis & Company
+1.8%
+$18,681.71 
MSBI Midland States Bancorp Inc.
+1.78%
+$6,382.9 
DPZ Domino's Pizza, Inc.
+1.75%
+$4,151.41 
SPB Spectrum Brands Holdings Inc.
+1.74%
+$8,148.76 
NCDL Nuveen Churchill Direct Lending Corp.
+1.73%
+$71,072.46 
REGN Regeneron Pharmaceuticals, Inc.
+1.73%
+$7,410.77 
AEO American Eagle Outfitters Inc.
+1.73%
+$8,541.6 
SSNC SS&C Technologies Holdings, Inc.
+1.72%
+$25,459.5 
PM Philip Morris International Inc.
+1.72%
+$117,324.16 
APD Air Products and Chemicals Inc.
+1.7%
+$22,349.88 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+1.7%
+$125,333.51 
WABC Westamerica Bancorporation
+1.69%
+$11,955.21 
PHAT Phathom Pharmaceuticals, Inc.
+1.69%
+$46,655.41 
NVS Novartis AG Sponsored ADR
+1.68%
+$3,727.57 
CNS Cohen & Steers Inc.
+1.66%
+$14,054.56 
WSM Williams-Sonoma, Inc.
+1.66%
+$24,607.8 
MNST Monster Beverage Corporation
+1.65%
+$57,113.21 
SYY Sysco Corp.
+1.63%
+$90,909.76 
APO Apollo Global Management Inc.
+1.62%
+$28,257.28 
COST Costco Wholesale Corp
+1.61%
+$201,636.15 
VFC VF Corporation
+1.6%
+$4,506.15 
LEVI Levi Strauss & Co. Class A Common Stock
+1.58%
+$3,941.52 
VCV Invesco California Value Municipal Income Trust
+1.58%
+$88,817.54 
CNP CenterPoint Energy, Inc.
+1.57%
+$12,265.02 
FDX FedEx Corp.
+1.57%
+$23,485.85 
AIG American International Group, Inc.
+1.56%
+$10,894.87 
VTR Ventas, Inc.
+1.56%
+$28,512.54 
NAC Nuveen California Quality Municipal Income Fund
+1.55%
+$89,213.04 
COLB Columbia Banking System, Inc.
+1.54%
+$13,405.05 
FUBO FuboTV Inc. Class A Common Stock
+1.54%
+$1,613.87 
GLAD Gladstone Capital Corporation
+1.53%
+$12,390.84 
VCLT Vanguard Long-Term Corporate Bond ETF
+1.51%
+$10,974.11 
XLU State Street Utilities Select Sector SPDR ETF
+1.5%
+$6,378.12 
NWE NorthWestern Energy Group, Inc.
+1.48%
+$18,358.99 
MA Mastercard Inc. Class A Common Stock
+1.47%
+$124,103.26 
HII Huntington Ingalls Industries, Inc.
+1.47%
+$59,331.03 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.45%
+$106,801.2 
EVN Eaton Vance Municipal Income Trust
+1.45%
+$129,986.92 
EBF Ennis Inc.
+1.42%
+$24,984.96 
MSI Motorola Solutions, Inc.
+1.42%
+$10,442.25 
ETR Entergy Corporation Common Stock
+1.42%
+$42,807.57 
TFSL TFS Financial Corp.
+1.41%
+$3,860.47 
NMZ Nuveen Municipal High Income Opportunity Fund
+1.39%
+$293,232.5 
USB U.S. Bancorp
+1.39%
+$10,424.67 
OUT OUTFRONT Media Inc.
+1.39%
+$28,124.58 
V Visa Inc. Class A
+1.38%
+$266,569.89 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+1.36%
+$24,392.25 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+1.35%
+$248,716.58 
GSBD Goldman Sachs BDC, Inc.
+1.34%
+$27,514.78 
PFE Pfizer Inc.
+1.34%
+$3,140.4 
YUM Yum! Brands, Inc.
+1.34%
+$5,244.75 
PJP Invesco Pharmaceuticals ETF
+1.34%
+$12,768 
IIM Invesco Value Municipal Income Trust
+1.33%
+$171,787.95 
HAS Hasbro Inc.
+1.32%
+$39,960.64 
AXON Axon Enterprise, Inc.
+1.29%
+$29,322.74 
IMVT Immunovant Inc.
+1.29%
+$45,545.43 
VIV Telefônica Brasil S.A. ADR
+1.28%
+$1,781.17 
PATH UiPath, Inc. Class A Common Stock
+1.28%
+$11,383.05 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.27%
+$325,938.47 
PMM Franklin Managed Municipal Income Trust
+1.26%
+$88,833.98 
VMO Invesco Municipal Opportunity Trust
+1.25%
+$139,979.29 
PMO Franklin Municipal Opportunities Trust
+1.22%
+$59,564.4 
CPAY Corpay Inc.
+1.22%
+$15,098.86 
PLTK Playtika Holding Corp.
+1.21%
+$837.2 
BBDC Barings BDC Inc.
+1.21%
+$28,259.3 
LAMR Lamar Advertising Company Class A
+1.2%
+$32,600.22 
ABNB Airbnb Inc. Class A Common Stock
+1.2%
+$13,919.36 
EXEL Exelixis Inc.
+1.19%
+$4,288.9 
TJX The TJX Companies, Inc.
+1.18%
+$89,766.45 
CHRW C.H. Robinson Worldwide Inc.
+1.17%
+$7,404.47 
HTGC Hercules Capital Inc.
+1.17%
+$9,779.49 
NVG Nuveen AMT-Free Municipal Credit Income Fund
+1.17%
+$270,380.75 
CPNG Coupang, Inc. Class A Common Stock
+1.15%
+$2,382.24 
NI NiSource Inc.
+1.15%
+$57,074.49 
TRMB Trimble Inc.
+1.15%
+$8,479.44 
MUA BlackRock MuniAssets Fund, Inc.
+1.15%
+$132,189.53 
CHE Chemed Corp.
+1.15%
+$4,846.22 
AFB AllianceBernstein National Municipal Income Fund Inc.
+1.12%
+$78,134.17 
NAD Nuveen Quality Municipal Income Fund
+1.11%
+$189,098.3 
TRIN Trinity Capital Inc.
+1.11%
+$53,587.26 
MTB M&T Bank Corporation
+1.11%
+$19,509.22 
GD General Dynamics Corp.
+1.1%
+$120,491.25 
PSBD Palmer Square Capital BDC Inc.
+1.08%
+$15,448.44 
SRE Sempra
+1.06%
+$29,340.4 
NZF Nuveen Municipal Credit Income Fund
+1.05%
+$197,210.74 
DLB Dolby Laboratories Inc. Class A
+1.04%
+$12,272.65 
VTN Invesco Trust for Investment Grade New York Municipals
+1.03%
+$48,747 
NMCO Nuveen Municipal Credit Opportunities Fund
+1.03%
+$55,990.53 
NUV Nuveen Municipal Value Fund, Inc.
+1.03%
+$251,324.35 
ECL Ecolab Inc.
+1.02%
+$76,748.8 
IRMD iRadimed Corporation
+1.01%
+$3,313.78 
BKH Black Hills Corporation
+1.01%
+$14,119.67 
MLN VanEck Long Muni ETF
+1%
+$100,371.32 
MLM Martin Marietta Materials, Inc.
+0.99%
+$4,317.76 
GOSS Gossamer Bio Inc.
+0.97%
+$1,352.13 
RF Regions Financial Corp.
+0.96%
+$10,965.28 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$12,529.33 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.92%
+$79,280.52 
III Information Services Group, Inc.
+0.91%
+$894.9 
PCQ PIMCO California Municipal Income Fund
+0.89%
+$35,387.38 
XLF State Street Financial Select Sector SPDR ETF
+0.89%
+$16,873.97 
TFC Truist Financial Corporation
+0.88%
+$31,447.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.88%
+$55,780.31 
RVNU Xtrackers Municipal Infrastructure Revenue Bond Active ETF
+0.87%
+$47,660.86 
MWA Mueller Water Products Inc. Class A
+0.87%
+$4,030.66 
AGG iShares Core U.S. Aggregate Bond ETF
+0.87%
+$7,890.3 
PZT Invesco New York AMT-Free Municipal Bond ETF
+0.87%
+$57,468.06 
IGEB iShares Investment Grade Systematic Bond ETF
+0.86%
+$328,135.61 
MFC Manulife Financial Corporation
+0.85%
+$13,893.11 
VGIT Vanguard Intermediate-Term Treasury ETF
+0.84%
+$49,511.04 
HYD VanEck High Yield Muni ETF
+0.84%
+$9,792.44 
NCA Nuveen California Municipal Value Fund
+0.82%
+$34,413.75 
TXT Textron Inc.
+0.81%
+$9,418.5 
PML PIMCO Municipal Income Fund II
+0.81%
+$100,461.68 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.79%
+$23,771.52 
CVS CVS Health Corporation Common Stock
+0.79%
+$19,735.06 
LEO BNY Mellon Strategic Municipals, Inc.
+0.79%
+$74,510.87 
PDD PDD Holdings Inc. American Depositary Receipt
+0.79%
+$5,325.18 
EW Edwards Lifesciences Corporation
+0.78%
+$6,392.16 
TW Tradeweb Markets Inc. Class A Common Stock
+0.78%
+$11,022.72 
DIS The Walt Disney Company
+0.78%
+$3,286.86 
AAPL Apple Inc.
+0.77%
+$165,098.27 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.75%
+$13,540.5 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.74%
+$38,659.6 
UBER Uber Technologies Inc.
+0.74%
+$26,614 
JHS John Hancock Income Securities Trust
+0.73%
+$12,239.4 
NAN Nuveen New York Quality Municipal Income Fund
+0.71%
+$48,111.77 
MHD BlackRock MuniHoldings Fund, Inc.
+0.71%
+$175,463.55 
ARI Apollo Commercial Real Estate Finance, Inc.
+0.71%
+$6,803.23 
ZD Ziff Davis, Inc.
+0.71%
+$2,920.28 
GMNY Goldman Sachs Dynamic New York Municipal Income ETF
+0.69%
+$24,485.36 
OTTR Otter Tail Corporation
+0.69%
+$8,480.98 
VBF Invesco Bond Fund
+0.68%
+$4,614.68 
SITC SITE Centers Corp.
+0.67%
+$1,199.3 
NYF iShares New York Muni Bond ETF
+0.67%
+$34,929.53 
VKQ Invesco Municipal Trust
+0.67%
+$59,172.66 
FTNY Franklin New York Municipal Income ETF
+0.67%
+$9,649.1 
VKI Invesco Advantage Municipal Income Trust II
+0.67%
+$53,973.75 
JMUB JPMorgan Municipal ETF
+0.66%
+$18,276.48 
EQT EQT Corporation
+0.64%
+$8,523.57 
GSBC Great Southern Bancorp, Inc.
+0.63%
+$3,232.04 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.61%
+$137,745.66 
FCAL First Trust California Municipal High Income ETF
+0.61%
+$10,705.74 
WFC Wells Fargo & Company
+0.61%
+$6,246.5 
ROST Ross Stores Inc.
+0.6%
+$18,486.64 
VTEC Vanguard California Tax-Exempt Bond ETF
+0.6%
+$1,835.97 
NIM Nuveen Select Maturities Municipal Fund
+0.59%
+$13,654.92 
CMF iShares California Muni Bond ETF
+0.57%
+$9,467.64 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
+0.57%
+$5,142.92 
SCHW The Charles Schwab Corporation
+0.57%
+$21,177 
RTX RTX Corporation
+0.54%
+$39,801.84 
MUNY Vanguard New York Tax-Exempt Bond ETF
+0.54%
+$10,683.42 
OIA Invesco Municipal Income Opportunities Trust
+0.54%
+$40,610.34 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.53%
+$1,689.04 
SAR Saratoga Investment Corp.
+0.52%
+$6,425.09 
EIX Edison International
+0.52%
+$5,629.78 
MFM Aberdeen Municipal Income Fund
+0.49%
+$39,408.53 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.49%
+$3,373.2 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+0.47%
+$36,344.1 
AGZ iShares Agency Bond ETF
+0.47%
+$9,385.88 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.47%
+$8,078.83 
DE Deere & Company
+0.46%
+$13,174.79 
CATF American Century California Municipal Bond ETF
+0.46%
+$3,142.04 
MHF Western Asset Municipal High Income Fund Inc.
+0.45%
+$10,514.73 
PAI Western Asset Investment Grade Income Fund Inc.
+0.44%
+$8,946 
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund
+0.43%
+$43,343.46 
VTV Vanguard Morningstar Value ETF
+0.43%
+$243,735.78 
FUL H.B. Fuller Company
+0.42%
+$959.12 
JEMB Janus Henderson Emerging Markets Debt Hard Currency ETF
+0.42%
+$39,499.08 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.41%
+$8,842.47 
ELPC Companhia Paranaense de Energia Sponsored ADR
+0.4%
+$5,931.31 
DRI Darden Restaurants, Inc.
+0.4%
+$5,557.3 
JAZZ Jazz Pharmaceuticals plc
+0.4%
+$42,537.6 
LNG Cheniere Energy Inc.
+0.39%
+$3,054.24 
FMNY First Trust New York Municipal High Income ETF
+0.39%
+$20,380.04 
ETON Eton Pharmaceuticals, Inc.
+0.39%
+$2,239.91 
RARE Ultragenyx Pharmaceutical Inc.
+0.38%
+$1,549.44 
KTF DWS Municipal Income Trust
+0.37%
+$4,957.02 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.36%
+$1,609.64 
NNY Nuveen New York Municipal Value Fund, Inc.
+0.35%
+$10,027.74 
ACAD Acadia Pharmaceuticals Inc.
+0.35%
+$6,714.75 
JSCP JPMorgan Short Duration Core Plus ETF
+0.35%
+$66,659.84 
TXNM TXNM Energy, Inc.
+0.34%
+$2,065.6 
EIM Eaton Vance Municipal Bond Fund
+0.34%
+$31,270.68 
NUW Nuveen AMT-Free Municipal Value Fund
+0.33%
+$17,588.03 
RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
+0.33%
+$6,181.5 
VEEV Veeva Systems Inc.
+0.32%
+$2,118.56 
E Eni S.p.A. Sponsored ADR
+0.3%
+$6,196.32 
VGSH Vanguard Short-Term Treasury ETF
+0.3%
+$3,838.62 
NYT New York Times Co. Class A Common Stock
+0.3%
+$6,874.68 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.3%
+$5,834.4 
PEJ Invesco Dynamic Leisure and Entertainment ETF
+0.3%
+$2,543.78 
DASH DoorDash, Inc. Class A Common Stock
+0.29%
+$17,434.44 
IDT IDT Corporation Class B Common Stock
+0.29%
+$3,245.52 
KRO Kronos Worldwide, Inc.
+0.27%
+$729.3 
TOST Toast, Inc. Class A Common Stock
+0.26%
+$1,654.53 
FBP First BanCorp.
+0.26%
+$2,298.1 
MKTX MarketAxess Holdings Inc.
+0.25%
+$903.04 
COP ConocoPhillips
+0.25%
+$4,667.98 
VTRS Viatris Inc.
+0.24%
+$6,664.71 
IAGG iShares Core International Aggregate Bond ETF
+0.23%
+$2,325.76 
MMU Western Asset Managed Municipals Fund Inc.
+0.21%
+$15,361.76 
WEA Western Asset Premier Bond Fund
+0.21%
+$2,359.64 
EOT Eaton Vance National Municipal Opportunities Trust
+0.19%
+$9,532.77 
MLYS Mineralys Therapeutics, Inc.
+0.19%
+$2,823.4 
AXP American Express Company
+0.17%
+$8,706.04 
IGI Western Asset Investment Grade Opportunity Trust Inc.
+0.16%
+$4,399.23 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
+0.16%
+$559.18 
FMN Federated Hermes Premier Municipal Income Fund
+0.14%
+$3,261.27 
ALTO Alto Ingredients Inc.
+0.14%
+$138.12 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.14%
+$2,369.08 
BTT BlackRock Municipal 2030 Target Term Trust
+0.14%
+$24,995.01 
BMN BlackRock 2037 Municipal Target Term Trust
+0.13%
+$3,939.39 
ANNX Annexon Inc.
+0.13%
+$3,100.12 
VRDN Viridian Therapeutics Inc.
+0.13%
+$7,642.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.13%
+$775.3 
GXO GXO Logistics, Inc.
+0.12%
+$1,349.88 
SBI Western Asset Intermediate Muni Fund Inc.
+0.12%
+$2,436.97 
FITB Fifth Third Bancorp
+0.11%
+$498.12 
HYDB iShares High Yield Systematic Bond ETF
+0.11%
+$228.15 
SPHY SPDR Portfolio High Yield Bond ETF
+0.11%
+$618.2 
IQI Invesco Quality Municipal Income Trust
+0.11%
+$5,702.56 
VGM Invesco Trust for Investment Grade Municipals
+0.11%
+$12,344.7 
BYRN Byrna Technologies Inc.
+0.1%
+$288.5 
HYEM VanEck Emerging Markets High Yield Bond ETF
+0.1%
+$6,049.92 
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF
+0.1%
+$1,036.02 
IGF iShares Global Infrastructure ETF
+0.09%
+$267.27 
BRC Brady Corporation Class A Nonvoting Common Stock
+0.09%
+$304.22 
HYGW iShares High Yield Corporate Bond BuyWrite Strategy ETF
+0.08%
+$18,146.51 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.07%
+$882.87 
RAMP LiveRamp Holdings, Inc.
+0.07%
+$217.45 
HGER Harbor Commodity All-Weather Strategy ETF
+0.06%
+$120.54 
EOG EOG Resources, Inc.
+0.04%
+$1,219.68 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.03%
+$1,784.33 
HRMY Harmony Biosciences Holdings, Inc.
+0.03%
+$421.7 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$138.81 
PAG Penske Automotive Group Inc.
+0.02%
+$372.88 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
+0.02%
+$295.89 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$744.12 
LXP LXP Industrial Trust
+0.01%
+$16.93 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CANG Cango 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 
PCRX Pacira BioSciences, Inc.
0%
$0 
SLP Simulations Plus Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TUYA Tuya Inc. American Depositary Shares, each representing one Class A Ordinary Share
0%
$0 
USM U.S. Cellular Corporation
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
-$22.42 
TLX Telix Pharmaceuticals Limited American Depositary Shares
0%
$0 
RMNY Rockefeller New York Municipal Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSI TCW Strategic Income Fund, Inc.
0%
$0 OKE
OKE
0%
$0 SKHY
SKHY
0%
$0 
CRS Carpenter Technology Corporation
-21.94%
-$395,934.54 
OII Oceaneering International, Inc.
-16.76%
-$177,360 
GGG Graco Inc.
-15.62%
-$141,244.56 
MSM MSC Industrial Direct Co., Inc. Class A
-14.63%
-$311,560.05 
COHR Coherent Corp.
-13.47%
-$64,298.04 
ATI ATI Inc.
-12.54%
-$877,871.06 
WULF TeraWulf Inc.
-12.15%
-$125,036.95 
SMTC Semtech Corporation
-11.89%
-$84,183.16 
GLXY Galaxy Digital Inc. Class A Common Stock
-11.76%
-$38,555.44 
NVT nVent Electric plc
-11.73%
-$277,724.08 
CIFR Cipher Digital Inc.
-11.34%
-$82,892.12 
PENG Penguin Solutions Inc.
-11.28%
-$79,356.56 
LRCX Lam Research Corp.
-11.27%
-$2.01M 
LITE Lumentum Holdings Inc.
-11.25%
-$30,145.5 
GEV GE Vernova Inc.
-11.25%
-$272,508.72 
BE Bloom Energy Corp. Class A Common Stock
-11.25%
-$192,854.04 
FN Fabrinet
-11.16%
-$311,004 
CLS Celestica Inc.
-11.1%
-$216,040.27 
ONTO Onto Innovation Inc.
-10.95%
-$136,800 
CRDO Credo Technology Group Holding Ltd
-10.94%
-$271,762.26 
APLD Applied Digital Corporation
-10.61%
-$158,250.9 
VST Vistra Corp.
-10.43%
-$232,751.52 
FLEX Flex Ltd.
-10.4%
-$441,826.32 
SANM Sanmina Corporation
-10.13%
-$19,573.9 
STRL Sterling Infrastructure, Inc.
-9.94%
-$567,408 
HXL Hexcel Corporation
-9.93%
-$116,962.12 
LSCC Lattice Semiconductor Corporation
-9.88%
-$521,008.65 
ZLAB Zai Lab Limited ADR
-9.79%
-$623,539.89 
MRVL Marvell Technology Inc.
-9.77%
-$332,296.5 
RIOT Riot Platforms, Inc.
-9.41%
-$109,527 
MOD Modine Manufacturing Company
-9.32%
-$427,678.56 
SNDK Sandisk Corp.
-9.22%
-$61,739.5 
OUST Ouster Inc.
-9.06%
-$142,136.1 
KLAC KLA Corporation
-9%
-$1.22M 
MPWR Monolithic Power Systems Inc.
-8.98%
-$557,749.74 
ABSI Absci Corporation
-8.96%
-$88,139.7 
MOG-A Moog Inc.
-8.87%
-$357,325.47 
STX Seagate Technology Holdings plc
-8.82%
-$354,259.31 
FIX Comfort Systems USA Inc.
-8.81%
-$531,087.57 
URG Ur-Energy Inc.
-8.74%
-$92,903.73 
GLW Corning Incorporated
-8.65%
-$68,987.57 
APH Amphenol Corp. Class A Common Stock
-8.31%
-$383,146.82 
PWR Quanta Services, Inc.
-8.26%
-$903,265.92 
PH Parker-Hannifin Corporation
-8.1%
-$547,312.8 
CLSK CleanSpark, Inc.
-8.07%
-$82,380.73 
VRT Vertiv Holdings Co Class A Common Stock
-7.99%
-$402,579.28 
PSIX Power Solutions International, Inc.
-7.82%
-$98,402.68 
MARA MARA Holdings Inc.
-7.77%
-$30,063.66 
AMD Advanced Micro Devices Inc.
-7.73%
-$965,721.82 
AMSC American Superconductor Corp.
-7.73%
-$116,837.02 
VSH Vishay Intertechnology, Inc.
-7.63%
-$38,365.56 
ARM Arm Holdings plc ADR
-7.57%
-$85,268.04 
INTC Intel Corporation
-7.51%
-$164,260.34 
META Meta Platforms Inc Class A
-7.5%
-$1.18M 
AIT Applied Industrial Technologies Inc.
-7.44%
-$45,606.8 
AMAT Applied Materials Inc.
-7.29%
-$1.47M 
ANET Arista Networks Inc.
-7.26%
-$948,494.82 
WDC Western Digital Corp.
-7.24%
-$27,464.83 
UMC United Microelectronics Corp. ADR
-7.19%
-$11,683.58 
NNE Nano Nuclear Energy Inc.
-7.18%
-$22,220.44 
P Everpure Inc. Class A Common Stock
-7.14%
-$365,061.4 
WWD Woodward, Inc.
-7.13%
-$346,031.04 
HWM Howmet Aerospace Inc.
-7.11%
-$726,368.71 
DELL Dell Technologies Inc. Class C Common Stock
-7.05%
-$1.28M 
RMBS Rambus Inc.
-6.95%
-$116,709.9 
GRC The Gorman-Rupp Company
-6.88%
-$15,290.8 
DNN Denison Mines Corp.
-6.87%
-$155,218.88 
SSRM SSR Mining Inc.
-6.85%
-$23,670.52 
IBRX ImmunityBio Inc.
-6.83%
-$241,751.91 
IESC IES Holdings, Inc.
-6.76%
-$99,936 
AAON AAON, Inc.
-6.7%
-$37,109.52 
CORT Corcept Therapeutics Inc.
-6.65%
-$189,539.74 
HIVE HIVE Digital Technologies Ltd.
-6.65%
-$53,578.39 
LUNR Intuitive Machines, Inc. Class A Common Stock
-6.64%
-$48,574.28 
PLXS Plexus Corp.
-6.63%
-$29,830.14 
MSTR Strategy Inc.
-6.51%
-$18,151.83 
NVMI Nova Ltd. Ordinary Shares
-6.42%
-$57,378.68 
FLR Fluor Corporation
-6.38%
-$44,349.68 
BWXT BWX Technologies, Inc.
-6.3%
-$229,182.81 
RCAT Red Cat Holdings Inc.
-6.3%
-$23,760.57 
SMCI Super Micro Computer Inc.
-6.3%
-$48,937.28 
RDW Redwire Corporation
-6.25%
-$50,256.83 
SPXC SPX Technologies, Inc.
-6.2%
-$34,902.9 
ETN Eaton Corporation plc
-6.18%
-$238,143 
RKLB Rocket Lab Corporation
-6.17%
-$317,809.65 
KMT Kennametal Inc.
-6.08%
-$13,863.15 
ESE Esco Technologies Inc.
-6.06%
-$46,035.67 
SDGR Schrödinger, Inc.
-6.03%
-$21,326.4 
MLI Mueller Industries, Inc.
-6.02%
-$46,642.36 
ALLO Allogene Therapeutics, Inc.
-6.01%
-$83,146.24 
AKBA Akebia Therapeutics Inc.
-6%
-$30,474.77 
ASML ASML Holding N.V. NY Registered Shares
-5.99%
-$784,140.01 
VERA Vera Therapeutics, Inc. Class A Common Stock
-5.99%
-$80,634.4 
DCO Ducommun Incorporated
-5.97%
-$513,277.97 
HPE Hewlett Packard Enterprise Company
-5.95%
-$417,362.5 
MU Micron Technology Inc.
-5.9%
-$1.29M 
EME EMCOR Group, Inc.
-5.87%
-$221,218.45 
RING iShares MSCI Global Gold Miners ETF
-5.87%
-$15,673.29 
HOOD Robinhood Markets Inc. Class A Common Stock
-5.86%
-$132,975.78 
GDX VanEck Gold Miners ETF
-5.81%
-$78,815.52 
CEG Constellation Energy Corporation
-5.81%
-$528,260.25 
LEU Centrus Energy Corp. Class A Common Stock
-5.8%
-$84,415.88 
CGNX Cognex Corporation
-5.8%
-$70,678.46 
UEC Uranium Energy Corp.
-5.7%
-$99,206.55 
AIVC Amplify Bloomberg AI Equal Weight ETF
-5.68%
-$1.41M 
SMH VanEck Semiconductor ETF
-5.67%
-$30,802.57 
ERO Ero Copper Corp.
-5.63%
-$39,816 
SATL Satellogic Inc. Class A Common Stock
-5.58%
-$32,208.22 
ONDS Ondas Inc.
-5.5%
-$22,153.83 
GME GameStop Corp. Class A
-5.5%
-$16,646.4 
AME AMETEK, Inc.
-5.49%
-$55,469.2 
TAC TransAlta Corporation
-5.47%
-$41,209.96 
NRG NRG Energy, Inc.
-5.47%
-$31,760.82 
ATRO Astronics Corporation
-5.45%
-$282,824.56 
COCO The Vita Coco Company, Inc.
-5.41%
-$43,318.46 
QBTS D-Wave Quantum Inc.
-5.41%
-$36,492.67 
FTAI FTAI Aviation Ltd.
-5.41%
-$38,019.6 
INVX Innovex International Inc.
-5.38%
-$26,762.72 
CAT Caterpillar Inc.
-5.37%
-$142,539.6 
VSEC VSE Corporation Common Stock
-5.34%
-$117,591.9 
AVT Avnet Inc.
-5.32%
-$15,221.25 
BTBT Bit Digital Inc.
-5.31%
-$12,316.3 
AMBA Ambarella Inc.
-5.3%
-$38,472 
DGII Digi International Inc.
-5.19%
-$250,412.03 
LRMR Larimar Therapeutics, Inc.
-5.17%
-$71,295.12 
PAYS Paysign Inc.
-5.15%
-$66,096.94 EVMO
EVMO
-5.14%
-$579.91 
EU enCore Energy Corp.
-5.1%
-$12,082.72 
URNM Sprott Uranium Miners ETF
-5.05%
-$36,442.9 
CDNS Cadence Design Systems, Inc.
-5.04%
-$213,985.53 
SNPS Synopsys Inc.
-5.03%
-$147,546.87 
JCI Johnson Controls International plc
-5.03%
-$95,805.65 
NXE NexGen Energy Ltd.
-4.98%
-$84,481.93 
SOPH SOPHiA GENETICS SA Ordinary Shares
-4.97%
-$43,165.63 
TWLO Twilio Inc. Class A Common Stock
-4.89%
-$40,254.45 
IEX IDEX Corporation
-4.76%
-$16,934.4 
MTZ MasTec, Inc.
-4.73%
-$22,932.24 
AIR AAR Corp.
-4.69%
-$230,749.37 
HLIT Harmonic Inc.
-4.66%
-$10,619 
IRM Iron Mountain Inc.
-4.63%
-$302,903.64 
AMZN Amazon.com Inc
-4.62%
-$1.07M 
BDC Belden Inc.
-4.58%
-$100,738.15 
IONQ IonQ, Inc.
-4.55%
-$16,365.51 
EQIX Equinix, Inc.
-4.53%
-$184,172.7 
CMI Cummins Inc.
-4.52%
-$38,128.6 
NEM Newmont Corporation
-4.46%
-$92,884.8 
OKLO Oklo Inc. Class A Common Stock
-4.45%
-$47,543.79 
ORCL Oracle Corporation
-4.45%
-$158,877.46 
SHOP Shopify Inc.
-4.35%
-$69,826.87 
TT Trane Technologies plc
-4.35%
-$321,406.3 
NVDA NVIDIA Corporation
-4.34%
-$1.23M 
IOVA Iovance Biotherapeutics Inc.
-4.27%
-$619,129.06 
CCJ Cameco Corporation
-4.25%
-$106,685.72 
ARCT Arcturus Therapeutics Holdings Inc.
-4.25%
-$164,182.67 
ADI Analog Devices, Inc.
-4.2%
-$815,465.76 
AGX Argan Inc.
-4.14%
-$54,421.08 
CW Curtiss-Wright Corporation
-4.13%
-$171,319.2 
TS Tenaris S.A. American Depositary Shares
-4.12%
-$60,320.92 
AVGO Broadcom Inc.
-3.94%
-$717,009.7 
DDOG Datadog Inc. Class A
-3.94%
-$70,790.04 
ISOU IsoEnergy Ltd.
-3.93%
-$4,850.13 
MOB Mobilicom Ltd.
-3.91%
-$1,890 
HUBB Hubbell Inc.
-3.89%
-$37,524.5 
VEON VEON Ltd. ADR
-3.86%
-$99,227.34 
ROK Rockwell Automation Inc.
-3.85%
-$21,777.65 
DLR Digital Realty Trust Inc.
-3.84%
-$133,470.55 
NVCR NovoCure Ltd.
-3.84%
-$33,048.84 
RGLD Royal Gold, Inc.
-3.79%
-$27,910.52 
OKTA Okta Inc. Class A Common Stock
-3.78%
-$77,592.06 
NTLA Intellia Therapeutics, Inc.
-3.78%
-$117,114.36 
NTES NetEase, Inc. ADR
-3.76%
-$17,814.72 
EH EHang Holdings Limited Sponsored ADR
-3.75%
-$7,232.05 
KNCT Invesco Next Gen Connectivity ETF
-3.72%
-$34,800.05 
SLB SLB N.V.
-3.63%
-$50,487.48 
TATT TAT Technologies Ltd.
-3.63%
-$115,967.89 
DCI Donaldson Company, Inc.
-3.56%
-$8,288.68 
DXCM DexCom Inc.
-3.54%
-$48,507.2 
SNOW Snowflake Inc. Common Stock
-3.45%
-$123,832.43 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
-3.44%
-$12,135.84 
XCEM Columbia EM Core ex-China ETF
-3.43%
-$1.77M 
SIFY Sify Technologies Limited Sponsored ADR
-3.41%
-$4,364.04 
SEIC SEI Investments Company
-3.41%
-$77,777.7 
INOD Innodata Inc.
-3.4%
-$53,200.66 
MCHP Microchip Technology Inc.
-3.37%
-$113,984 
ALT Altimmune, Inc.
-3.36%
-$55,874.78 
QUBT Quantum Computing Inc.
-3.23%
-$13,751.1 
KB KB Financial Group Inc. ADR
-3.2%
-$42,126.7 
PXJ Invesco Oil & Gas Services ETF
-3.19%
-$21,478.6 
ZETA Zeta Global Holdings Corp. Class A Common Stock
-3.17%
-$10,755.72 
PCG PG&E Corporation
-3.16%
-$10,088.65 
GOOGL Alphabet Inc
-3.15%
-$908,307.27 
ING ING Groep N.V. Sponsored ADR
-3.14%
-$142,810.5 
EE Excelerate Energy Inc Class A Common Stock
-3.12%
-$8,840.49 
EMR Emerson Electric Co.
-3.09%
-$16,974.72 
ATEN A10 Networks, Inc.
-3.07%
-$139,590.81 
DAN Dana Incorporated
-3.06%
-$13,856.41 
STLD Steel Dynamics, Inc.
-3.04%
-$8,478.65 
TSHA Taysha Gene Therapies, Inc.
-3.03%
-$67,092.37 
VGT Vanguard Information Technology ETF
-3.03%
-$194,990 
VLO Valero Energy Corporation
-3.02%
-$53,917.98 
SMR NuScale Power Corporation Class A Common Stock
-3%
-$18,002.99 
QCOM QUALCOMM Incorporated
-2.98%
-$98,018.38 
DINO HF Sinclair Corporation
-2.95%
-$43,937.5 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-2.93%
-$169,455.98 
TDY Teledyne Technologies Incorporated
-2.9%
-$11,479.84 
QQQ Invesco QQQ Trust, Series 1
-2.85%
-$8,358.76 
SAN Banco Santander, S.A. Sponsored ADR
-2.82%
-$9,629.25 
IWF iShares Russell 1000 Growth ETF
-2.81%
-$6,631.17 
BSAC Banco Santander Chile SA ADR
-2.77%
-$45,835.1 
PSX Phillips 66
-2.77%
-$68,760.89 
NTAP NetApp, Inc.
-2.77%
-$6,959.58 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-2.75%
-$12,219.12 
DOV Dover Corporation
-2.74%
-$8,270.64 
WMB The Williams Companies, Inc.
-2.73%
-$127,700.29 
KTOS Kratos Defense & Security Solutions, Inc.
-2.71%
-$84,120.75 
EMF Templeton Emerging Markets Fund
-2.68%
-$11,656.98 
NTGR NETGEAR Inc.
-2.66%
-$13,763.15 
LECO Lincoln Electric Holdings, Inc.
-2.65%
-$42,996.8 
TZOO Travelzoo Inc.
-2.58%
-$12,335.22 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.57%
-$406,436.8 
OLMA Olema Pharmaceuticals, Inc.
-2.55%
-$75,790.98 
CMPS Compass Pathways plc - ADR
-2.49%
-$127,442.81 
ALLT Allot Ltd.
-2.48%
-$21,535.42 
TMO Thermo Fisher Scientific Inc.
-2.48%
-$74,819.96 
AUTL Autolus Therapeutics plc ADR
-2.47%
-$16,768.68 
SCSC ScanSource, Inc.
-2.46%
-$8,756.99 
UGP Ultrapar Participações S.A. Sponsored ADR
-2.45%
-$18,993.39 
AEG Aegon Ltd. New York Registry Shares
-2.44%
-$57,933.21 
URGN UroGen Pharma Ltd.
-2.43%
-$267,201.95 
GLD SPDR Gold Shares
-2.42%
-$10,998.01 
VOX Vanguard Communication Services ETF
-2.39%
-$45,485.44 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-2.37%
-$52,272.64 
ACHR Archer Aviation Inc. Class A Common Stock
-2.33%
-$14,154.39 
NUVB Nuvation Bio Inc. Class A Common Stock
-2.27%
-$49,845.73 
PLTR Palantir Technologies Inc. Class A Common Stock
-2.26%
-$39,384.8 
CSCO Cisco Systems, Inc.
-2.17%
-$120,346.65 
MITK Mitek Systems Inc.
-2.15%
-$30,411.42 
TSLA Tesla, Inc.
-2.15%
-$39,261.52 
CLDX Celldex Therapeutics Inc.
-2.15%
-$30,110.22 
AVAV AeroVironment, Inc.
-2.12%
-$51,286.53 
REX Rex American Resources Corporation
-2.11%
-$54,381.24 
BCH Banco de Chile ADR
-2.09%
-$79,162.91 
TRGP Targa Resources Corp.
-2.08%
-$206,169.26 
DAVE Dave Inc. Class A Common Stock
-2.07%
-$28,621.08 
MELI MercadoLibre Inc.
-2.07%
-$36,365.28 
SOUN SoundHound AI, Inc. Class A Common Stock
-2.06%
-$11,817.05 
ORA Ormat Technologies, Inc.
-2.05%
-$32,985.75 
RDWR Radware Ltd. Ordinary Shares
-2.03%
-$35,628.79 
OCGN Ocugen, Inc.
-2.02%
-$55,863.14 
BA The Boeing Company
-2.02%
-$121,581.95 
EXOD Exodus Movement, Inc. Class A Common Stock
-2.02%
-$1,104.95 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-2.01%
-$35,989.14 
LXEO Lexeo Therapeutics, Inc. Common Stock
-2%
-$22,919.34 
ITRN Ituran Location and Control Ltd.
-2%
-$45,294.37 
PTH Invesco Dorsey Wright Healthcare Momentum ETF
-1.98%
-$17,036.66 
MOV Movado Group, Inc.
-1.97%
-$6,293.76 
MS Morgan Stanley Common Stock
-1.97%
-$40,759.36 
GE General Electric Company
-1.96%
-$319,191.12 
ICVT iShares Convertible Bond ETF
-1.92%
-$19,185.95 
NMAI Nuveen Multi-Asset Income Fund
-1.91%
-$38,019.8 
EBAY eBay Inc.
-1.9%
-$17,121.78 
GS The Goldman Sachs Group, Inc.
-1.88%
-$123,032.5 
GRPN Groupon, Inc.
-1.87%
-$5,023.05 
GOLD Gold.com Inc.
-1.87%
-$15,146.7 
OPRA Opera Ltd. ADR
-1.86%
-$36,400.43 
AOD abrdn Total Dynamic Dividend Fund
-1.85%
-$117,831.54 
GRRR Gorilla Technology Group Inc.
-1.83%
-$2,982.6 
ALSN Allison Transmission Holdings, Inc.
-1.82%
-$4,827.8 
NMR Nomura Holdings, Inc. Sponsored ADR
-1.79%
-$20,556.69 
DHR Danaher Corp.
-1.77%
-$40,107.02 
JMIA Jumia Technologies AG Sponsored ADR
-1.76%
-$1,659.42 
PLOW Douglas Dynamics, Inc.
-1.76%
-$21,341.18 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.74%
-$87,902.4 
ADX Adams Diversified Equity Fund, Inc.
-1.74%
-$122,198.4 
OSK Oshkosh Corporation
-1.73%
-$4,422.7 
PAGS PagSeguro Digital Ltd. Class A Common Shares
-1.71%
-$5,469.36 
ITUB Itaú Unibanco Holding S.A. ADR
-1.7%
-$19,182.08 
EFT Eaton Vance Floating-Rate Income Trust
-1.7%
-$61,934.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.7%
-$1.06M 
APP AppLovin Corporation Class A Common Stock
-1.68%
-$6,619.49 
MSFT Microsoft Corporation Common Stock
-1.67%
-$341,368.78 
TRVG Trivago N.V. ADR
-1.57%
-$885.3 
WRBY Warby Parker Inc. Class A Common Stock
-1.56%
-$6,227.6 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
-1.54%
-$27,408.99 
TPR Tapestry Inc.
-1.53%
-$3,171.7 
JSML Janus Henderson Small Cap Growth Alpha ETF
-1.53%
-$414,894.41 
MRCY Mercury Systems Inc.
-1.52%
-$49,335.39 
ELA Envela Corp.
-1.52%
-$2,543.22 
XLI State Street Industrial Select Sector SPDR ETF
-1.51%
-$9,605.85 
C Citigroup Inc.
-1.51%
-$16,501.52 
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP ADR
-1.5%
-$3,332.51 
BGH Barings Global Short Duration High Yield Fund
-1.5%
-$22,146.4 
IBB iShares Biotechnology ETF
-1.49%
-$11,353.45 
ENIC Enel Chile S.A. ADR
-1.47%
-$20,006.74 
PLD Prologis, Inc.
-1.44%
-$64,002.56 
FLGT Fulgent Genetics, Inc.
-1.44%
-$33,403.65 
FF FutureFuel Corp.
-1.44%
-$7,052.64 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-1.42%
-$30,180.81 
JPC Nuveen Preferred & Income Opportunities Fund
-1.4%
-$8,075.28 
XBI State Street SPDR S&P Biotech ETF
-1.38%
-$22,582.44 
MAR Marriott International, Inc. Class A Common Stock
-1.37%
-$14,852.74 
IVV iShares Core S&P 500 ETF
-1.37%
-$2.09M 
PGP PIMCO Global StocksPLUS & Income Fund
-1.36%
-$5,790.95 
VOO Vanguard S&P 500 ETF
-1.36%
-$15,322.44 
SPY State Street SPDR S&P 500 ETF Trust
-1.35%
-$72,711.29 
DTM DT Midstream, Inc.
-1.35%
-$13,246.8 
RMT Royce Micro-Cap Trust, Inc.
-1.32%
-$10,687.22 
ISPY ProShares S&P 500 High Income ETF
-1.3%
-$11,343.78 
MRK Merck & Co., Inc.
-1.3%
-$141,856.65 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.3%
-$75,380.37 
NXPI NXP Semiconductors N.V.
-1.27%
-$14,571.48 
UIS Unisys Corp.
-1.26%
-$1,097.7 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.25%
-$489,404.55 
JIVE JPMorgan International Value ETF
-1.24%
-$4,781.07 
CRSP CRISPR Therapeutics AG
-1.23%
-$27,178.32 
NTCT NetScout Systems, Inc.
-1.23%
-$7,970.5 
ISCF iShares International Small-Cap Equity Factor ETF
-1.22%
-$3,819.46 
GLBE Global-E Online Ltd.
-1.21%
-$4,226.53 
COGT Cogent Biosciences, Inc.
-1.21%
-$48,249.74 
LXU LSB Industries, Inc.
-1.16%
-$6,244.08 
SPYI NEOS S&P 500 High Income ETF
-1.13%
-$553,720.81 
AVDE Avantis International Equity Fund Institutional Class
-1.11%
-$218,036.76 
DGX Quest Diagnostics Incorporated
-1.11%
-$21,700.85 
PXE Invesco Energy Exploration & Production ETF
-1.11%
-$8,533.35 
HUM Humana Inc.
-1.1%
-$4,544.62 
RVT Royce Small-Cap Trust, Inc.
-1.07%
-$35,240.4 
MGTX MeiraGTx Holdings plc
-1.07%
-$45,778.02 
XLE State Street Energy Select Sector SPDR ETF
-1.07%
-$5,491.06 
CIB Grupo Cibest S.A. ADR
-1.05%
-$10,967.44 
CACI CACI International, Inc.
-1.04%
-$26,342.91 
RLGT Radiant Logistics, Inc. Common Stock
-1.03%
-$1,246.59 
PBE Invesco Biotechnology & Genome ETF
-1.02%
-$9,727.24 
GRFS Grifols S.A. ADR
-1%
-$44,361.45 
STT State Street Corporation Common Stock
-0.99%
-$65,076.56 
BNY Bank of New York Mellon Corp.
-0.99%
-$75,582.61 
TXN Texas Instruments Inc.
-0.97%
-$19,593.68 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-0.96%
-$22,615.85 
OPPJ WisdomTree Japan Opportunities Fund
-0.96%
-$1,944.89 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.95%
-$648,597.84 
SOR Source Capital
-0.94%
-$5,832.52 
VISN Vistance Networks, Inc.
-0.9%
-$2,348.78 
KRYS Krystal Biotech, Inc.
-0.89%
-$4,264.26 
IEFA iShares Core MSCI EAFE ETF
-0.89%
-$5,921.08 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.87%
-$16,868 
GERN Geron Corporation
-0.86%
-$14,389.69 
EGP EastGroup Properties, Inc.
-0.85%
-$7,577.4 
ENVA Enova International Inc.
-0.84%
-$17,732.35 
IX ORIX Corporation Sponsored ADR
-0.84%
-$9,682.85 
MCK McKesson Corporation
-0.83%
-$78,585 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.83%
-$23,194.99 
SHOO Steven Madden Ltd.
-0.81%
-$4,053.24 
NMI Nuveen Municipal Income Fund, Inc.
-0.8%
-$18,688.42 
VNOM Viper Energy, Inc. Class A Common Stock
-0.8%
-$13,667.06 
TDG TransDigm Group Inc.
-0.79%
-$11,212.61 
FSS Federal Signal Corporation
-0.78%
-$6,131.41 
BLK BlackRock, Inc.
-0.77%
-$37,550.79 
KIO KKR Income Opportunities Fund
-0.76%
-$1,029.67 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.75%
-$30,001.72 
MYE Myers Industries, Inc.
-0.74%
-$4,964.19 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.72%
-$92,930.34 
PSF Cohen & Steers Select Preferred and Income Fund, Inc.
-0.72%
-$3,069.43 
IBM International Business Machines Corporation
-0.71%
-$40,730.19 
AM Antero Midstream Corporation Common Stock
-0.7%
-$39,729.13 
MDGL Madrigal Pharmaceuticals Inc.
-0.69%
-$26,566.93 
CRWD CrowdStrike Holdings, Inc.
-0.69%
-$57,499.2 
TBLD Thornburg Income Builder Opportunities Trust
-0.68%
-$14,657.3 
DHF BNY Mellon High Yield Strategies Fund
-0.68%
-$27,833.53 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.68%
-$9,561.95 
WOR Worthington Enterprises Inc.
-0.68%
-$1,861.2 
RS Reliance, Inc.
-0.67%
-$3,665.2 
CWEN Clearway Energy Inc. Class C Common Stock
-0.66%
-$20,625.36 
WST West Pharmaceutical Services Inc.
-0.66%
-$3,792.34 
FTNT Fortinet, Inc.
-0.62%
-$32,244.12 
HEI HEICO Corporation
-0.62%
-$27,324.5 
IDV iShares International Select Dividend ETF
-0.61%
-$73,069.88 
RL Ralph Lauren Corp. Class A Common Stock
-0.59%
-$21,148.31 
CAH Cardinal Health, Inc.
-0.59%
-$23,649.52 
RDVT Red Violet, Inc.
-0.58%
-$16,879.27 
JHI John Hancock Investors Trust
-0.55%
-$4,045.41 
ANDE The Andersons, Inc.
-0.54%
-$3,991.04 
AXSM Axsome Therapeutics Inc.
-0.53%
-$13,329.92 
NXP Nuveen Select Tax-Free Income Portfolio
-0.52%
-$54,118.75 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-0.52%
-$8,907 
FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
-0.51%
-$36,047.09 
SUPN Supernus Pharmaceuticals, Inc.
-0.45%
-$16,649.26 
JLS Nuveen Mortgage and Income Fund
-0.43%
-$2,340.52 
XOM ExxonMobil Holdings Corporation
-0.42%
-$31,558.78 
TBLA Taboola.com Ltd.
-0.41%
-$454.05 
MIRM Mirum Pharmaceuticals, Inc.
-0.41%
-$11,862.83 
RCL Royal Caribbean Cruises Ltd.
-0.39%
-$4,752.24 
ASGI abrdn Global Infrastructure Income Fund
-0.39%
-$13,294.73 
PFD Flaherty & Crumrine Preferred Income Fund Inc.
-0.38%
-$1,631.92 
TEAM Atlassian Corporation Class A Common Stock
-0.38%
-$1,051.65 
PINS Pinterest Inc.
-0.37%
-$4,457.48 
MTCH Match Group Inc.
-0.37%
-$2,650.81 
AWF AllianceBernstein Global High Income Fund
-0.37%
-$7,340.55 
FLC Flaherty & Crumrine Total Return Fund Inc.
-0.35%
-$14,011.19 
PROK ProKidney Corp. Class A Ordinary Shares
-0.35%
-$9,032.76 
WDI Western Asset Diversified Income Fund
-0.34%
-$18,000.56 
EXPD Expeditors International of Washington Inc.
-0.34%
-$1,588.68 
IMCR Immunocore Holdings plc ADR
-0.33%
-$4,806.43 
GDV The Gabelli Dividend & Income Trust
-0.33%
-$12,392.56 
UNM Unum Group
-0.33%
-$2,329.65 
PFF iShares Preferred and Income Securities ETF
-0.33%
-$84,142.93 
TVTX Travere Therapeutics Inc.
-0.32%
-$32,540.72 
AGD abrdn Global Dynamic Dividend Fund
-0.31%
-$10,659 
AGIO Agios Pharmaceuticals, Inc.
-0.3%
-$3,800.98 
IWM iShares Russell 2000 ETF
-0.29%
-$2,754.84 
BGX Blackstone Long-Short Credit Income Fund
-0.29%
-$440.13 
BCRX BioCryst Pharmaceuticals, Inc.
-0.26%
-$2,290.5 
CVX Chevron Corporation
-0.25%
-$14,963.46 
CMC Commercial Metals Company
-0.24%
-$614.26 
ORI Old Republic International Corp.
-0.24%
-$1,543.46 
INDV Indivior Pharmaceuticals, Inc.
-0.23%
-$27,658.69 
SRLN State Street Blackstone Senior Loan ETF
-0.23%
-$20,188.08 
DHT DHT Holdings, Inc.
-0.21%
-$603.3 
RIGL Rigel Pharmaceuticals, Inc.
-0.21%
-$9,191.39 
KMI Kinder Morgan Inc.
-0.21%
-$8,613.15 
ZVRA Zevra Therapeutics, Inc.
-0.19%
-$9,135.9 
NET Cloudflare, Inc. Class A Common Stock
-0.17%
-$2,505.88 
PYPL PayPal Holdings, Inc.
-0.17%
-$568 
ITWO ProShares Russell 2000 High Income ETF
-0.16%
-$15,854.65 
FULC Fulcrum Therapeutics, Inc.
-0.14%
-$1,681.02 
CM Canadian Imperial Bank of Commerce
-0.12%
-$1,501.24 
NBH Neuberger Municipal Fund Inc.
-0.11%
-$4,705.77 
CSWC Capital Southwest Corporation
-0.1%
-$1,629.04 
TROW T. Rowe Price Group Inc.
-0.1%
-$1,307.88 
KURA Kura Oncology, Inc.
-0.1%
-$6,560.94 
IHY VanEck International High Yield Bond ETF
-0.1%
-$469.16 
ABBV AbbVie Inc.
-0.09%
-$6,250.25 
PFFD Global X U.S. Preferred ETF
-0.09%
-$287.93 
JPM JPMorgan Chase & Co.
-0.08%
-$12,847.8 
DV DoubleVerify Holdings, Inc.
-0.07%
-$279.82 
RSF RiverNorth Capital and Income Fund, Inc.
-0.07%
-$157.68 
STAG STAG Industrial, Inc.
-0.06%
-$439.64 
TY Tri-Continental Corporation
-0.03%
-$1,591.67 
TNL Travel + Leisure Co.
-0.01%
-$121.2 Events
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Dividends
Dividend Analysis
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| Trades 18734 | Longs Won 9379/18734 50% | Profit Factor 1.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $410,774.73 |
| Average Win $120,395.07 | Best Trade (Oct 23) $20.58M | Sharpe Ratio -103.96 |
| Average Loss -$64,583.29 | Worst Trade (Sep 30) -$3.92M | Z-Score -32.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 5d | Expectancy $28,024.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON AAON, Inc. | 7,363 | $609,361.88 | $516,808.97 | - | -$92,552.91 | -15.19% | -6.699% |
| AAPL Apple Inc. | 62,301 | $10.02M | $21.6M | - | $11.58M | 115.58% | +0.77% |
| ABBV AbbVie Inc. | 25,002 | $4.2M | $7.11M | - | $2.91M | 69.28% | -0.088% |
| ABM ABM Industries Incorporated | 5,626 | $236,627.96 | $302,228.72 | - | $65,600.76 | 27.72% | +2.754% |
| ABNB Airbnb Inc. Class A Common Stock | 6,692 | $953,737.62 | $1.18M | - | $222,515.22 | 23.33% | +1.198% |
| ABSI Absci Corporation | 97,933 | $1.12M | $895,107.62 | - | -$226,412.41 | -20.19% | -8.964% |
| ABT Abbott Laboratories | 12,828 | $1.44M | $1.31M | - | -$130,908.52 | -9.06% | +1.875% |
| ACAD Acadia Pharmaceuticals Inc. | 95,925 | $1.78M | $1.94M | - | $161,466 | 9.06% | +0.347% |
| ACHR Archer Aviation Inc. Class A Common Stock | 157,271 | $1.41M | $594,484.38 | - | -$812,294.06 | -57.74% | -2.326% |
| ACM AECOM | 24,069 | $2.09M | $1.46M | - | -$627,309.66 | -30.05% | +1.958% |
| ACN Accenture plc | 6,102 | $1.76M | $1.54M | - | -$222,732.05 | -12.66% | +4.805% |
| ADBE Adobe Inc. | 5,041 | $2.52M | $1.36M | - | -$1.16M | -46.08% | +5.646% |
| ADI Analog Devices, Inc. | 47,856 | $9.64M | $18.61M | - | $8.98M | 93.14% | -4.197% |
| ADSK Autodesk Inc. | 1,792 | $443,728.07 | $452,856.32 | - | $9,128.25 | 2.06% | +3.214% |
| ADX Adams Diversified Equity Fund, Inc. | 271,552 | $5.55M | $6.92M | - | $1.36M | 24.52% | -1.736% |
| AEE Ameren Corporation | 41,452 | $3.94M | $4.5M | - | $562,468.46 | 14.29% | +1.939% |
| AEG Aegon Ltd. New York Registry Shares | 282,601 | $2.02M | $2.31M | - | $296,481.47 | 14.7% | -2.443% |
| AEO American Eagle Outfitters Inc. | 28,472 | $544,331.53 | $503,384.96 | - | -$40,946.57 | -7.52% | +1.726% |
| AEP American Electric Power Company, Inc. | 65,267 | $6.89M | $8.51M | - | $1.62M | 23.47% | +2.316% |
| AFB AllianceBernstein National Municipal Income Fund Inc. | 710,957 | $7.51M | $7.08M | - | -$429,731.1 | -5.72% | +1.116% |
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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 - $23.84M, Bank of New York Mellon Corp - $21.24M, NVIDIA Corporation - $16.06M, 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 - $6.82M, Nektar Therapeutics - $5.32M, Etsy Inc - $4.63M, and BlackRock Municipal Income Quality Trust - $4.49M. 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 $413.79M earned over time. The largest contributors to dividend income include Mechanics Bank - $125.43M, ProShares S&P 500 High Income ETF - $7.46M, iShares Investment Grade Systematic Bond ETF - $7.08M, QVC Group, Inc. - Series A - $6.33M, and Nuveen Quality Municipal Income Fund - $4.37M. 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.
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