DG
Daniel Guy Portfolio
Invests via Ethos Financial Group LLC | Managed by Daniel Guy, James Judge
Invests via Ethos Financial Group LLC
Managed by Daniel Guy, James Judge
Automatically Tracked
Daniel Guy Profile
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
Investment Philosophy & Strategy
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
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:
22.91%
Gain +1.34%
Monthly
0.56%
Yearly
6.92%
Drawdown
16.9%
$1.47B
Equity
Holdings
$1.47B
Investment
$1.2B
$317.21M
Profit +$21.44M
Realized
$50.6M
Unrealized
$266.61M
Dividends
$50.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.34%
Profit
$21.44M
Win %
66%
This Week
Compared To Last Week
Gain
-1.37%
Profit
-$20.4M
Win %
66%
This Month
Compared to last month
Gain
-1.73%
Profit
-$25.9M
Win %
66%
This Year
Compared to last year
Gain
2.58%
Profit
$40.82M
Win %
67%
HHDS Highlands REIT, Inc.
+288.66%
+$865.01 
KAYS Kaya Holdings Inc.
+59.33%
+$890 
TE-WT T1 Energy Inc. WT
+45.34%
+$37,570.86 
KLAC KLA Corporation
+13.25%
+$199,812.2 
LRCX Lam Research Corporation
+12.69%
+$59,993.97 
EWY iShares MSCI South Korea ETF
+11.18%
+$82,473.3 
MU Micron Technology, Inc.
+11.13%
+$222,243.14 
AMAT Applied Materials, Inc.
+11.03%
+$100,046.48 
INTC Intel Corporation
+10.35%
+$242,275.26 
HUT Hut 8 Corp.
+10.02%
+$124,903 
LABU Direxion Daily S&P Biotech Bull 3X Shares
+9.39%
+$58,842.45 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$54,429.28 
REMX VanEck Rare Earth and Strategic Metals ETF
+8.93%
+$23,765.62 
TER Teradyne, Inc.
+8.56%
+$68,674.54 
AMD Advanced Micro Devices, Inc.
+8.18%
+$259,843.45 
VICR Vicor Corporation
+8.12%
+$70,561.54 
IDCC InterDigital, Inc.
+7.75%
+$19,670 
ALB Albemarle Corporation
+7.72%
+$53,744.16 
MPWR Monolithic Power Systems, Inc.
+7.58%
+$39,391.26 
HIVE HIVE Digital Technologies Ltd.
+7.43%
+$5,200 
WDC Western Digital Corporation
+7.41%
+$109,425.97 
COPX Global X Copper Miners ETF
+7.31%
+$55,660.44 
FCO abrdn Global Income Fund, Inc.
+7.03%
+$2,469.96 
QLD ProShares Ultra QQQ
+6.7%
+$31,830.4 
FCX Freeport-McMoRan Inc.
+6.49%
+$15,293.84 
QCOM QUALCOMM Incorporated
+6.37%
+$52,985.6 
STX Seagate Technology Holdings plc
+6.2%
+$32,819.94 
HON Honeywell International Inc.
+6.12%
+$33,416.5 
IIPR Innovative Industrial Properties Inc.
+5.86%
+$33,219.18 
FRDM Freedom 100 Emerging Markets ETF
+5.82%
+$316,483.22 
SLV iShares Silver Trust
+5.82%
+$65,942.52 
DELL Dell Technologies Inc.
+5.73%
+$73,670 
SIVR abrdn Physical Silver Shares ETF
+5.72%
+$67,817.68 
PICK iShares MSCI Global Metals & Mining Producers ETF
+5.7%
+$14,929.6 
URA Global X Uranium ETF
+5.69%
+$217,560.34 
RIVN Rivian Automotive, Inc.
+5.52%
+$20,375 
FDX FedEx Corporation
+5.5%
+$16,005.6 
RING iShares MSCI Global Gold Miners ETF
+5.49%
+$18,652.14 
PANW Palo Alto Networks, Inc.
+5.49%
+$32,526.95 
GDX VanEck Gold Miners ETF
+5.49%
+$21,375.9 
QTUM Defiance Quantum ETF
+5.48%
+$851,672.52 
VRT Vertiv Holdings Co
+5.43%
+$26,787.76 
GD General Dynamics Corporation
+5.39%
+$14,771.18 
AREC American Resources Corporation
+5.34%
+$2,911.04 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$516,663.42 
AMGN Amgen Inc.
+5.28%
+$54,768.77 
TXN Texas Instruments Inc
+5.25%
+$31,786.31 
GEV GE Vernova Inc.
+5.03%
+$31,479.18 
GLW Corning Incorporated
+4.96%
+$46,345.38 
NEM Newmont Corporation
+4.91%
+$9,948.12 
ETN Eaton Corporation plc
+4.88%
+$36,345.37 
SPMO Invesco S&P 500 Momentum ETF
+4.82%
+$597,041.15 
LIXT Lixte Biotechnology Holdings Inc.
+4.79%
+$8,186.64 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+4.73%
+$110,932.5 
CAT Caterpillar Inc.
+4.66%
+$131,219.22 
MTUM iShares MSCI USA Momentum Factor ETF
+4.65%
+$54,730.79 
ADI Analog Devices, Inc.
+4.62%
+$28,699.77 
KEYS Keysight Technologies, Inc.
+4.53%
+$18,494.71 
LMT Lockheed Martin Corporation
+4.49%
+$16,199.45 
PWR Quanta Services Inc.
+4.46%
+$30,871.98 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$54,890.04 
ICLN iShares Global Clean Energy ETF
+4.38%
+$60,353.64 
TSLA Tesla, Inc.
+4.38%
+$239,003.13 
SHLD Global X Defense Tech ETF
+4.38%
+$127,870.47 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$171,285.75 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.36%
+$10,348.78 
GE General Electric Company
+4.33%
+$15,577.06 
PWB Invesco Large Cap Growth ETF
+4.29%
+$367,017.88 
ENIC Enel Chile S.A.
+4.25%
+$44,100 
FPX First Trust US Equity Opportunities ETF
+4.24%
+$351,487.5 
OXSQ Oxford Square Capital Corp.
+4.13%
+$2,308.18 
QMOM Alpha U.S. Quantitative Momentum ETF
+4.1%
+$219,420.36 
DEFT Defi Technologies Inc.
+3.96%
+$5,420.61 
XMMO Invesco S&P MidCap Momentum ETF
+3.96%
+$72,897.12 
AVGO Broadcom Inc.
+3.96%
+$144,102.79 
ERY Direxion Daily Energy Bear 2X Shares
+3.86%
+$5,375 
NVS Novartis AG Sponsored ADR
+3.86%
+$17,064.99 
FAD First Trust Multi Cap Growth Fund
+3.85%
+$9,311.89 
XLK State Street Technology Select Sector SPDR ETF
+3.83%
+$34,832.99 
ROK Rockwell Automation, Inc.
+3.8%
+$15,563.54 
GILD Gilead Sciences Inc.
+3.75%
+$14,020.29 
VKTX Viking Therapeutics Inc.
+3.75%
+$14,572.48 
NRXP NRX Pharmaceuticals Inc.
+3.72%
+$2,226 
RTX RTX Corporation
+3.69%
+$27,595.15 
SCHF Schwab International Equity ETF
+3.69%
+$9,596.85 
EUAD STOXX Europe Aerospace & Defense ETF
+3.65%
+$178,543.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$33,324.01 
CMPS Compass Pathways plc Depositary Receipt
+3.63%
+$5,412.8 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$16,731 
IYM iShares U.S. Basic Materials ETF
+3.55%
+$12,925.86 
FEZ SPDR Euro Stoxx 50 ETF
+3.54%
+$21,907.88 
ROBO ROBO Global Robotics & Automation Index ETF
+3.52%
+$11,984 
EUFN iShares MSCI Europe Financials ETF
+3.46%
+$35,564.94 
FNDF Schwab Fundamental International Large Company Index ETF
+3.44%
+$70,853.57 
BIDD iShares International Dividend Active ETF
+3.42%
+$24,823.1 
IXUS iShares Core International Stock ETF
+3.4%
+$178,239.8 
IYW iShares U.S. Technology ETF
+3.38%
+$207,708.5 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$247,966.4 
CTMX CytomX Therapeutics Inc.
+3.27%
+$2,251.22 
GLD SPDR Gold Shares
+3.25%
+$326,557.88 
C Citigroup Inc.
+3.22%
+$26,838.24 
OUNZ VanEck Merk Gold Trust
+3.21%
+$6,015.24 
IAU iShares Gold Trust
+3.19%
+$11,806.55 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$1.27M 
EMR Emerson Electric Co.
+3.18%
+$7,691.13 
GS The Goldman Sachs Group, Inc.
+3.14%
+$29,239.22 
EFA iShares MSCI EAFE ETF
+3.14%
+$590,476.7 
RXRX Recursion Pharmaceuticals, Inc.
+3.12%
+$2,231.17 
LHX L3Harris Technologies, Inc.
+3.02%
+$6,008.96 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$22,676.47 
IWM iShares Russell 2000 ETF
+2.98%
+$61,414.89 
GPIQ Nasdaq 100 Core Premium Income ETF
+2.91%
+$60,471.37 
LEAD Siren DIVCON Leaders Dividend ETF
+2.87%
+$24,635.9 
AFSM First Trust Active Factor Small Cap ETF
+2.83%
+$48,518.08 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$7,167.6 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+2.83%
+$26,697.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$19,328.32 
GDMA Gadsden Dynamic Multi-Asset Portfolio
+2.82%
+$24,919.78 
SOUN SoundHound AI Inc.
+2.81%
+$6,448.03 
IBIT iShares Bitcoin Trust
+2.79%
+$31,900.89 
GBTC Grayscale Bitcoin Trust ETF
+2.79%
+$21,855.4 
RDVY First Trust Rising Dividend Achievers ETF
+2.78%
+$150,195.96 
FAS Direxion Daily Financial Bull 3x Shares
+2.76%
+$19,236.16 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$40,223.25 
NRG NRG Energy, Inc.
+2.72%
+$9,832 
MS Morgan Stanley
+2.7%
+$18,179.64 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+2.7%
+$381,877.59 
QUIZ Zacks Quality International Fund
+2.69%
+$6,425.22 
ICOW Pacer Developed Markets International ETF
+2.67%
+$8,254.31 
SECT Main Sector Rotation ETF
+2.6%
+$10,783.24 
LLY Eli Lilly and Company
+2.58%
+$63,632.98 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+2.54%
+$8,286.3 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.51%
+$72,307.73 
COF Capital One Financial Corporation
+2.5%
+$8,406.05 
NVDA NVIDIA Corporation
+2.5%
+$304,915 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.49%
+$22,984.36 
MAR Marriott International Inc. - Class A
+2.49%
+$20,447.98 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$38,673.93 
BMY Bristol-Myers Squibb Company
+2.44%
+$4,650.36 
PFE Pfizer Inc.
+2.42%
+$18,565.9 
CSCO Cisco Systems, Inc.
+2.41%
+$47,330.14 
NEU NewMarket Corporation
+2.38%
+$21,011.2 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$57,535.69 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$182,283.46 
HSY The Hershey Company
+2.36%
+$8,400.1 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+2.36%
+$247,860.6 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.35%
+$21,926.06 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.34%
+$16,597.71 
VT Vanguard Total World Stock ETF
+2.34%
+$850,164.65 
SCHE Schwab Emerging Markets Equity ETF
+2.31%
+$104,361.21 
HD The Home Depot, Inc.
+2.31%
+$36,463.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$22,038.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$7,546.98 
FTWO Strive Natural Resources and Energy Fund
+2.23%
+$60,462.99 
APH Amphenol Corporation
+2.19%
+$14,111.98 
LOW Lowe's Companies Inc.
+2.18%
+$18,653.44 
HBAN Huntington Bancshares Incorporated
+2.17%
+$27,004.16 
SCHV Schwab U.S. Large-Cap Value ETF
+2.12%
+$492,220.28 
MOOD Relative Sentiment Tactical Allocation Fund
+2.12%
+$1.09M 
CGDV Capital Group Dividend Value ETF
+2.03%
+$95,817.6 
IWD iShares Russell 1000 Value ETF
+2.01%
+$31,170.88 
DIS The Walt Disney Company
+1.96%
+$5,510.15 
QVAL Alpha Architect U.S. Quantitative Value ETF
+1.95%
+$281,895.04 
NEXCF Nextech3D.ai Corp.
+1.94%
+$40 
MGK Vanguard Mega Cap Growth ETF
+1.93%
+$58,052.05 
CEG Constellation Energy Corporation
+1.92%
+$6,426.14 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$7,781.48 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$1.07M 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$4,152.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$23,082.37 
MELI MercadoLibre, Inc.
+1.84%
+$53,092.15 
VO Vanguard Mid-Cap ETF
+1.84%
+$203,489 
DXJ WisdomTree Japan Hedged Equity Fund
+1.83%
+$12,645.3 
IJS iShares S&P Small-Cap 600 Value ETF
+1.79%
+$89,434.94 
AXP American Express Company
+1.79%
+$5,935.06 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.79%
+$11,940 
IWB iShares Russell 1000 ETF
+1.78%
+$212,022.53 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$334,615.73 
VUG Vanguard Growth ETF
+1.78%
+$33,221.04 
IVV iShares Core S&P 500 ETF
+1.78%
+$181,222.58 
VOO Vanguard S&P 500 ETF
+1.77%
+$721,760.86 
VTV Vanguard Value ETF
+1.74%
+$29,505.32 
SCHX Schwab U.S. Large-Cap ETF
+1.73%
+$614,791.48 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.72%
+$35,928.84 
QUAL iShares MSCI USA Quality Factor ETF
+1.71%
+$64,566.81 
IWL iShares Russell Top 200 ETF
+1.71%
+$7,004.85 
VPV Invesco Pennsylvania Value Municipal Income Trust
+1.69%
+$2,451 
LAMR Lamar Advertising Company
+1.68%
+$22,621.39 
VONE Vanguard Russell 1000 ETF
+1.67%
+$15,004 
MRK Merck & Co., Inc.
+1.66%
+$16,125.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$196,856.02 
OEF iShares S&P 100 ETF
+1.65%
+$10,826.48 
TSYY GraniteShares YieldBoost Tesla ETF
+1.65%
+$8,567.86 
VONG Vanguard Russell 1000 Growth Fund
+1.63%
+$50,362.56 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$271,412.79 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
+1.61%
+$6,265.25 
DE Deere & Company
+1.61%
+$4,491.01 
PSN Parsons Corporation
+1.59%
+$4,303.8 
IWF iShares Russell 1000 Growth ETF
+1.59%
+$177,931.2 
GECC Great Elm Capital Corp.
+1.58%
+$2,499.36 
LVHI Franklin International Low Volatility High Dividend ETF
+1.55%
+$107,165.62 
JPM JPMorgan Chase & Co.
+1.52%
+$118,886.56 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$7,717.5 
AMZN Amazon.com Inc
+1.48%
+$127,415.35 
SYLD Cambria Shareholder Yield ETF
+1.47%
+$78,663.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.46%
+$415,589.76 
GSL Global Ship Lease Inc.
+1.46%
+$8,217.89 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.45%
+$5,785.65 
MBOX Freedom Day Dividend ETF
+1.43%
+$3,471.06 
CBLS Clough Hedged Equity ETF
+1.43%
+$6,997.37 
IBM International Business Machines Corporation
+1.38%
+$10,293.78 
INCE Franklin Income Equity Focus ETF
+1.35%
+$14,683.31 
PSEC Prospect Capital Corporation
+1.34%
+$1,213.77 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$19,214.94 
LIN Linde plc
+1.29%
+$4,914.36 
PKW Invesco BuyBack Achievers ETF
+1.28%
+$7,606.17 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$120,202.92 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$4,330.62 
WTMF WisdomTree Managed Futures Strategy Fund
+1.25%
+$20,042.94 
SCM Stellus Capital Investment Corporation
+1.25%
+$21,756.9 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.23%
+$3,247.03 
AAPL Apple Inc.
+1.2%
+$300,653.88 
FID First Trust S&P International Dividend ETF
+1.19%
+$21,645.71 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.19%
+$244,716 
FDVV Fidelity High Dividend ETF
+1.18%
+$51,683.78 
IVE ISHARES S&P 500 VALUE ETF
+1.17%
+$3,624.15 
UBER Uber Technologies, Inc.
+1.11%
+$2,581.11 
IYH iShares U.S. Healthcare ETF
+1.09%
+$32,022.38 
VIA Via Transportation, Inc.
+1.08%
+$3,847.52 
REM iShares Mortgage Real Estate ETF
+1.08%
+$2,649.62 
ZECP Zacks Earnings Consistent Portfolio
+1.08%
+$5,359.76 
RPV Invesco S&P 500 Pure Value ETF
+1.06%
+$8,134.43 
XLC Communication Services Select Sector SPDR Fund
+1.06%
+$4,101.67 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$86,191.51 
BAC Bank of America Corporation
+1.04%
+$13,784.31 
SLB Schlumberger Limited
+1.04%
+$3,475.94 
XLV Health Care Select Sector SPDR Fund
+1.03%
+$9,739.06 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$18,788.55 
IYF iShares U.S. Financials ETF
+1%
+$44,202.5 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$3,539.42 
EVN Eaton Vance Municipal Income Trust
+0.97%
+$1,560.4 
MCD McDonald's Corporation
+0.97%
+$12,555.32 
PSTL Postal Realty Trust, Inc.
+0.96%
+$7,092 
BBLU EA Bridgeway Blue Chip ETF
+0.96%
+$3,768 
LPRO Open Lending Corporation
+0.94%
+$69,295.08 
MOO VanEck Agribusiness ETF
+0.94%
+$7,298.57 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.93%
+$75,448.56 
XLG Invesco S&P 500 Top 50 ETF
+0.89%
+$17,594.28 
ALC Alcon Inc.
+0.88%
+$1,851.36 
GBDC Golub Capital BDC, Inc.
+0.87%
+$4,317.1 
MMM 3M Company
+0.83%
+$2,465.4 
COWZ Pacer US Cash Cows 100 ETF
+0.83%
+$65,608.73 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$2,709.72 
BKR Baker Hughes Company
+0.82%
+$3,233.88 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.82%
+$87,942.49 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$8,089.25 
CTA-PA EIDP, Inc.
+0.81%
+$1,071.56 
XLF Financial Select Sector SPDR Fund
+0.79%
+$22,915.31 
FTLS First Trust Long/Short Equity ETF
+0.78%
+$107,813.22 
ABT Abbott Laboratories
+0.77%
+$2,110.02 
BRW Saba Capital Income & Opportunities Fund
+0.77%
+$13,320.05 
EXR Extra Space Storage Inc.
+0.77%
+$2,632.33 
STRC Strategy Inc
+0.75%
+$5,421.6 
UNP Union Pacific Corporation
+0.72%
+$2,815.87 
VBF Invesco Bond Fund
+0.72%
+$2,437.76 
TFC-PR Truist Financial Corporation
+0.72%
+$2,726.23 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$8,992.5 
UTSL Direxion Daily Utilities Bull 3X Shares
+0.7%
+$12,443.9 
PCG PG&E Corporation
+0.69%
+$3,201.03 
PEG Public Service Enterprise Group Incorporated
+0.67%
+$1,329.24 
VCRB Vanguard Core Bond ETF
+0.67%
+$24,784.78 
SOJD Southern Company 4.95% Preferred Stock
+0.62%
+$1,837.32 
BNDW Vanguard Total World Bond ETF
+0.6%
+$2,748.64 
MET-PF MetLife, Inc.
+0.6%
+$1,375 
VZ Verizon Communications Inc.
+0.6%
+$2,373.28 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$1,769.04 
ATH-PB Athene Holding Ltd.
+0.58%
+$1,650 
PLTR Palantir Technologies Inc.
+0.58%
+$4,095.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$5,578.81 
BFST Business First Bancshares, Inc.
+0.55%
+$4,420.96 
SMTH ALPS Smith Core Plus Bond ETF
+0.55%
+$41,781.74 
STXT Strive Total Return Bond ETF
+0.53%
+$24,623.34 
BLK BlackRock, Inc.
+0.53%
+$2,522.84 
T-PA AT&T Inc.
+0.53%
+$1,075 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$1,729.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.5%
+$17,611.26 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.5%
+$2,140.91 
HE Hawaiian Electric Industries Inc.
+0.5%
+$4,877.02 
BBDC Barings BDC Inc.
+0.48%
+$3,361.4 
FE FirstEnergy Corp.
+0.47%
+$3,564 
WFC Wells Fargo & Company
+0.46%
+$1,356.22 
MTBA Simplify MBS ETF
+0.45%
+$46,615.58 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$2,201.8 
BRTR iShares Total Return Act ETF
+0.43%
+$18,858.08 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$11,366.55 
D Dominion Energy, Inc.
+0.39%
+$10,166 
SCHP Schwab U.S. TIPS ETF
+0.38%
+$7,205.6 
TIP iShares TIPS Bond ETF
+0.36%
+$90,088.44 
JBBB Janus Henderson B-BBB CLO ETF
+0.36%
+$3,728.78 
MPA BlackRock MuniYield Pennsylvania Quality Fund
+0.35%
+$1,000 
ABBV AbbVie Inc.
+0.33%
+$8,275.5 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$598.17 
JFR Nuveen Floating Rate Income Fund
+0.33%
+$16,159.8 
XLU Utilities Select Sector SPDR Fund
+0.32%
+$55,682.76 
WPC W. P. Carey Inc.
+0.3%
+$1,322.73 
CLOZ Panagram BBB-B CLO ETF
+0.28%
+$9,052.8 
RIET Hoya Capital High Dividend Yield ETF
+0.28%
+$1,510.79 
JPIE JPMorgan Income ETF
+0.27%
+$14,339.62 
MMT MFS Multimarket Income Trust
+0.27%
+$285.26 
PNNT PennantPark Investment Corporation
+0.27%
+$271.9 
MCR MFS Charter Income Trust
+0.25%
+$325.94 
MUB iShares National Muni Bond ETF
+0.25%
+$8,246.07 
BLW BlackRock Limited Duration Income Trust
+0.24%
+$3,602.64 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$5,523.68 
MRGR ProShares Merger ETF
+0.24%
+$880.5 
JNJ Johnson & Johnson
+0.24%
+$5,951.84 
BXSL Blackstone Secured Lending Fund
+0.23%
+$6,151.91 
CMCSA Comcast Corp
+0.23%
+$701.03 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.23%
+$1,418.56 
ARCC Ares Capital Corporation
+0.21%
+$764.28 
SAR Saratoga Investment Corp.
+0.18%
+$2,113.84 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$1,169.13 
AAEQ Alpha Architect US Equity 2 ETF
+0.17%
+$9,040.95 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$2,050.44 
EVV Eaton Vance Limited Duration Income Fund
+0.16%
+$2,586.61 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$1,011.33 
VTEB Vanguard Tax-Exempt Bond ETF
+0.14%
+$1,183.35 
HGER Harbor Commodity All-Weather Fund
+0.13%
+$11,742.96 
GOOG Alphabet Inc
+0.13%
+$25,767.26 
IYR iShares U.S. Real Estate ETF
+0.13%
+$1,238.76 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$12,235.08 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$5,186 
MS-PA Morgan Stanley
+0.1%
+$556.72 
DTE DTE Energy Company
+0.1%
+$531.83 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$14,165.9 
TJX The TJX Companies, Inc.
+0.09%
+$655.8 
BGX Blackstone Long-Short Credit Fund
+0.09%
+$132.29 
AEP American Electric Power Company, Inc.
+0.09%
+$1,571.13 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$221.34 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$746.22 
DSU BlackRock Debt Strategies Fund Inc.
+0.05%
+$422.96 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$457.1 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$307.07 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$627.66 
EFR Eaton Vance Senior Floating-Rate Trust
+0.05%
+$1,027.68 
EFT Eaton Vance Floating-Rate Income Trust
+0.05%
+$989.62 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$1,474.94 
BCSF Bain Capital Specialty Finance Inc.
+0.04%
+$184.25 
MSI Motorola Solutions, Inc.
+0.03%
+$73.79 
PRIVX The Private Shares Fund Class A
+0.02%
+$177.07 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$47.7 
SHV iShares Short Treasury Bond ETF
+0.01%
+$379.89 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$465.49 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$279.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$628.78 
00771X419
0%
$0 
01878T244
0%
$0 
01878T558
0%
$0 
01879V602
0%
$0 
01879X400
0%
$0 
066923301
0%
$0 
091936526
0%
$0 
12811A309
0%
$0 
12811C305
0%
$0 
197199409
0%
$0 
38147N293
0%
$0 
399874106
0%
$0 
399874775
0%
$0 
41013P608
0%
$0 
413838715
0%
$0 
413838780
0%
$0 
41665H359
0%
$0 
448108100
0%
$0 
628255432
0%
$0 
62827M144
0%
$0 
77957P501
0%
$0 
808509244
0%
$0 
861728400
0%
$0 
BKT
0%
$0 
BML-PJ Bank of America Corporation
0%
$0 
BRR
0%
$0 
CADE
0%
$0 
DBLTX DoubleLine Total Return Bond Fund Class I
0%
$0 
FAX
0%
$0 
FTAI
0%
$0 
HARL Harleysville Financial Corp.
0%
$0 
KHPI
0%
$0 
LH
0%
$0 
LLDYX Lord Abbett Short Duration Income Fund Class I
0%
$0 
LTNC Labor Smart Inc.
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
NSTLX Neuberger Berman Strategic Income Fund Institutional Class
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
PSB-PX PS Business Parks, Inc.
0%
$0 
Q5674R106
0%
$0 
RYE Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
SELF Global Self Storage Inc.
0%
$0 
SUIG
0%
$0 
TAUG Tauriga Sciences, Inc.
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
WDH Waterdrop Inc.
0%
$0 
WHOSX Wasatch-Hoisington U.S. Treasury Fund
0%
$0 
PCT PureCycle Technologies Inc.
-9.81%
-$690,555.61 
ORCL Oracle Corporation
-8.33%
-$101,592.66 
ADBE Adobe Inc.
-5.85%
-$21,091.04 
ORGO Organogenesis Holdings Inc.
-3.64%
-$1,168.83 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-3.59%
-$11,416.93 
COP ConocoPhillips
-3.54%
-$9,120.24 
SLMCX Columbia Seligman Technology and Information Fund Class A
-3.01%
-$10,573.49 
ANEFX American Funds The New Economy Fund® Class A
-2.8%
-$8,905.14 
OILK ProShares K-1 Free Crude Oil Strategy ETF
-2.79%
-$76,344.98 
SPGI S&P Global Inc.
-2.68%
-$9,243.52 
NOW ServiceNow, Inc.
-2.65%
-$6,826.37 
XOM Exxon Mobil Corporation
-2.63%
-$206,003.16 
EOG EOG Resources, Inc.
-2.56%
-$15,006.2 
ADM Archer-Daniels-Midland Co
-2.53%
-$13,111.9 
TRBCX T. Rowe Price Blue Chip Growth Fund, Inc.
-2.23%
-$12,187.07 
BG Bunge Global S.A.
-2.18%
-$10,395.58 
CRM Salesforce Inc
-2.16%
-$4,700.04 
WM Waste Management, Inc.
-2.16%
-$9,894 
MO Altria Group, Inc.
-2.16%
-$31,998.16 
ANWPX American Funds New Perspective Fund Class A
-2.15%
-$11,055.26 
ZNOG Zion Oil & Gas Inc.
-2.07%
-$2,189.52 
PFGGX PFG American Funds Growth Strategy Fund Class I
-2.06%
-$5,443.5 
VIGAX Vanguard Growth Index Fund Admiral Shares
-2.04%
-$4,790.02 
PDO PIMCO Dynamic Income Opportunities Fund
-1.96%
-$2,550 
CVX Chevron Corporation
-1.94%
-$17,985.06 
PSX Phillips 66
-1.88%
-$10,516.44 
XLE Energy Select Sector SPDR Fund
-1.85%
-$323,966.52 
CTA Simplify Managed Futures Strategy ETF
-1.85%
-$6,811.02 
MSFT Microsoft Corp.
-1.83%
-$173,233.69 
FCNTX Fidelity Contrafund
-1.82%
-$6,679.17 
ADP Automatic Data Processing Inc.
-1.77%
-$12,640.33 
VDE Vanguard Energy ETF
-1.75%
-$7,302.5 
PFLT PennantPark Floating Rate Capital Ltd.
-1.73%
-$2,983.12 
SUN Sunoco L.P.
-1.7%
-$4,639.04 
IYE iShares U.S. Energy ETF
-1.64%
-$20,676.72 
SURG SurgePays Inc.
-1.64%
-$96.5 
SWPPX Schwab S&P 500 Index Fund
-1.63%
-$50,481.33 
SWTSX Schwab Total Stock Market Index Fund
-1.62%
-$5,950.8 
COKE Coca-Cola Consolidated Inc.
-1.62%
-$12,291.51 
VFIAX Vanguard 500 Index Fund Admiral Shares
-1.62%
-$20,604.78 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-1.61%
-$19,599.45 
ITHAX Hartford Capital Appreciation Fund Class A
-1.6%
-$3,809.25 
QUAYX AB Small Cap Growth Portfolio Advisor Class
-1.56%
-$16,241.4 
IQV IQVIA Holdings Inc.
-1.5%
-$3,381.16 
PINS Pinterest, Inc. Class A
-1.35%
-$3,437.64 
TSLX Sixth Street Specialty Lending Inc.
-1.28%
-$6,110.28 
FSK FS KKR Capital Corp.
-1.27%
-$33,363.12 
FXN First Trust Energy AlphaDEX Fund
-1.25%
-$25,570.89 
VGHAX Vanguard Health Care Fund Admiral Shares
-1.25%
-$3,136.35 
INQQ INQQ The India Internet ETF
-1.22%
-$4,512.58 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$3,498.61 
QFVIX Pear Tree Polaris Foreign Value Fund Institutional Class
-1.18%
-$3,153.93 
SPH Suburban Propane Partners L.P.
-1.18%
-$4,814.77 
TRGP Targa Resources Corp.
-1.16%
-$2,714.45 
ABALX American Funds American Balanced Fund Class A
-1.14%
-$9,897.82 
ACN Accenture plc Class A
-1.14%
-$2,483.2 
TPL Texas Pacific Land Corporation
-1.1%
-$16,051.48 
DBC Invesco DB Commodity Index Tracking Fund
-1.1%
-$4,339.84 
CGBD Carlyle Secured Lending, Inc.
-1.09%
-$16,821.24 
SBRA Sabra Health Care REIT, Inc.
-1.09%
-$12,683.56 
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares
-1.09%
-$2,474.34 
AINV Apollo Investment Corp
-1.06%
-$43,295.78 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.06%
-$6,159.2 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
-1.06%
-$3,011.76 
BCIC BCP Investment Corporation
-1.05%
-$985.6 
PLUG Plug Power Inc.
-1.05%
-$1,278.21 
PM Philip Morris International Inc.
-1.05%
-$3,532.8 
MPC Marathon Petroleum Corporation
-1.02%
-$2,878.32 
FPACX FPA Crescent Fund Institutional Shares
-1.01%
-$15,785.82 
EQR Equity Residential
-1.01%
-$3,425 
KO The Coca-Cola Company
-0.96%
-$10,381.28 
V Visa Inc. Class A
-0.95%
-$24,774.82 
SWDRX Schwab Target 2030 Fund
-0.95%
-$1,858.1 
POR Portland General Electric Co.
-0.93%
-$12,937.22 
NFLX Netflix, Inc.
-0.9%
-$14,289.4 
VICI Vici Properties Inc.
-0.88%
-$4,734.75 
MLPA Global X MLP ETF
-0.85%
-$22,339.44 
ET Energy Transfer L.P.
-0.84%
-$3,567.7 
COST Costco Wholesale Corporation
-0.83%
-$22,640.54 
LNG Cheniere Energy Inc.
-0.83%
-$1,704 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.81%
-$23,974.2 
CCAP Crescent Capital BDC, Inc.
-0.8%
-$1,682.82 
AMLP Alerian MLP ETF
-0.73%
-$4,121.43 
SWHRX Schwab Target 2025 Fund
-0.72%
-$1,737.67 
TPVG TriplePoint Venture Growth BDC Corp.
-0.72%
-$1,742.4 
GLNG Golar LNG Ltd.
-0.71%
-$1,429.2 
CB Chubb Limited
-0.7%
-$3,608.38 
SWCRX Schwab Target 2020 Fund
-0.67%
-$1,112.31 
WMB The Williams Companies, Inc.
-0.61%
-$1,262.8 
ED Consolidated Edison, Inc.
-0.58%
-$10,701.82 
NWBO Northwest Biotherapeutics Inc.
-0.55%
-$41.02 
TCPC BlackRock TCP Capital Corp.
-0.54%
-$1,810.42 
SCHW Charles Schwab Corporation
-0.5%
-$4,325.4 
STRV Strive 500 ETF
-0.48%
-$53,101.25 
DUK Duke Energy Corporation
-0.46%
-$8,284.39 
SO The Southern Company
-0.44%
-$8,616.91 
META Meta Platforms Inc Class A
-0.38%
-$16,646.04 
HAUS Residential REIT ETF
-0.34%
-$1,677.34 
ADC Agree Realty Corporation
-0.32%
-$2,089.85 
LBAY Leatherback Long/Short Alternative Yield ETF
-0.32%
-$1,363.8 
PIM Putnam Master Intermediate Income Trust
-0.31%
-$466.59 
BSL Blackstone Senior Floating Rate Fund
-0.31%
-$742.68 
MA Mastercard Incorporated
-0.3%
-$5,666.42 
PEP PepsiCo, Inc.
-0.28%
-$1,270.43 
KRBN KraneShares Global Carbon Strategy ETF
-0.28%
-$692.64 
UNH UnitedHealth Group Incorporated
-0.27%
-$2,082.28 
FDUS Fidus Investment Corporation
-0.27%
-$6,908.65 
WMT Walmart Inc.
-0.27%
-$6,455.68 
LNT Alliant Energy Corporation
-0.25%
-$649.62 
BGB Blackstone Strategic Credit Fund
-0.23%
-$405.52 
GWW W.W. Grainger, Inc.
-0.22%
-$581.15 
MCK McKesson Corporation
-0.22%
-$553.84 
HIPS GraniteShares HIPS US High Income ETF
-0.22%
-$6,133.45 
PG Procter & Gamble Co
-0.21%
-$1,851.34 
MIN MFS Intermediate Income Trust
-0.2%
-$225.41 
ETR Entergy Corporation
-0.18%
-$2,760.8 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.18%
-$8,210.45 
CNP CenterPoint Energy Inc.
-0.17%
-$532.87 
WHF WhiteHorse Finance, Inc.
-0.15%
-$2,439.4 
PPT Putnam Premier Income Trust
-0.14%
-$132.63 
XLP Consumer Staples Select Sector SPDR Fund
-0.13%
-$3,613.17 
GIOIX Guggenheim Macro Opportunities Fund Institutional Class
-0.12%
-$802.29 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.12%
-$4,174.25 
HAL Halliburton Company
-0.11%
-$1,143.05 
FFRHX Fidelity Floating Rate High Income
-0.11%
-$103.53 
FCT First Trust Senior Floating Rate Income Fund II
-0.1%
-$214.49 
EVF Eaton Vance Senior Income Trust
-0.1%
-$547.2 
GOOGL Alphabet Inc
-0.1%
-$9,061.73 
NEE NextEra Energy, Inc.
-0.07%
-$3,128.94 
PPL PPL Corporation
-0.06%
-$983.14 
GSBD Goldman Sachs BDC Inc.
-0.06%
-$573.97 
GS-PD The Goldman Sachs Group, Inc.
-0.05%
-$312.94 
BGT BlackRock Floating Rate Income Trust
-0.05%
-$1,484.59 
CAOS Alpha Architect Tail Risk ETF
-0.02%
-$78.72 
T AT&T Inc.
-0.02%
-$491.06 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$308.96 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.01%
-$4,045.51 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3709 | Longs Won 2241/3709 60% | Profit Factor 7.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $498,960.37 |
| Average Win $162,412.5 | Best Trade (Jun 11) $11.78M | Sharpe Ratio -5.22 |
| Average Loss -$31,852.36 | Worst Trade (Jun 11) -$2.27M | Z-Score 1.87 (93.89%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $85,523.63 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
