FFL
Financial Freedom LLC Portfolio
Invests via Financial Freedom LLC | Managed by Financial Freedom LLC
Invests via Financial Freedom LLC
Managed by Financial Freedom LLC
Automatically Tracked
Company Profile
Operating as a financial solutions provider, Financial Freedom LLC specializes in wealth management and financial planning services tailored for diverse client profiles. Established to empower individuals and families towards achieving fiscal independence, it leverages a strategic approach in aligning clients' goals with effective asset utilization. The firm's emphasis on personalized strategies has fostered its reputation within the marketplace as a trusted advisor for navigating complex financial landscapes. Through continuous innovation in service offerings and dedication to enhancing client experience, it positions itself advantageously within the competitive finance sector.
Operating as a financial solutions provider, Financial Freedom LLC specializes in wealth management and financial planning services tailored for diverse client profiles. Established to empower individuals and families towards achieving fiscal independence, it leverages a strategic approach in aligning clients' goals with effective asset utilization. The firm's emphasis on personalized strategies has fostered its reputation within the marketplace as a trusted advisor for navigating complex financial landscapes. Through continuous innovation in service offerings and dedication to enhancing client experience, it positions itself advantageously within the competitive finance sector.
Investment Philosophy & Strategy
Capital Lens: Financial Freedom LLC prioritizes personalized financial solutions that enable clients to pursue fiscal independence. The firm cultivates deep relationships with individuals and families, ensuring strategies are closely aligned with unique goals and aspirations. This tailored approach not only reflects a commitment to client success but also distinguishes the company in a competitive landscape. By continuously refining its service offerings, it positions itself as an agile player, adept at navigating evolving market conditions while emphasizing operational excellence.
Capital Lens: Financial Freedom LLC prioritizes personalized financial solutions that enable clients to pursue fiscal independence. The firm cultivates deep relationships with individuals and families, ensuring strategies are closely aligned with unique goals and aspirations. This tailored approach not only reflects a commitment to client success but also distinguishes the company in a competitive landscape. By continuously refining its service offerings, it positions itself as an agile player, adept at navigating evolving market conditions while emphasizing operational excellence.
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:
40.52%
Gain 0%
Monthly
1.01%
Yearly
12.8%
Drawdown
13.68%
$230.14M
Equity
Holdings
$230.14M
Investment
$155.76M
$93.55M
Profit +$5,354.72
Realized
$15.25M
Unrealized
$78.29M
Dividends
$10.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$5,354.72
Win %
81%
This Week
Compared To Last Week
Gain
0.002%
Profit
$5,354.72
Win %
81%
This Month
Compared to last month
Gain
-0.3%
Profit
-$694,057.27
Win %
81%
This Year
Compared to last year
Gain
10.74%
Profit
$22.55M
Win %
81%
INTC Intel Corporation
+6.51%
+$23,994.33 
NWL Newell Brands Inc.
+6.49%
+$254.1 
NOK Nokia Corporation Sponsored ADR
+5.04%
+$121.41 
CHTR Charter Communications Inc
+4.8%
+$133.6 
REAL The RealReal, Inc.
+4.47%
+$24.2 
SCI Service Corporation International
+4.34%
+$403.2 
QCOM QUALCOMM Incorporated
+4.32%
+$13,674.34 
DXC Dxc Technology Co.
+3.97%
+$28.35 
GEV GE Vernova Inc.
+3.73%
+$3,014.43 
KD Kyndryl Holdings Inc.
+3.72%
+$5.04 
IP International Paper Company
+3.43%
+$250.8 
KEYS Keysight Technologies, Inc.
+3.13%
+$4,883.77 
HPE Hewlett Packard Enterprise Company
+2.93%
+$3,035.92 
EPAM Epam Systems Inc.
+2.82%
+$144.1 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$233.2 
RUN Sunrun Inc.
+2.71%
+$10.2 
SCHW Charles Schwab Corporation
+2.71%
+$1,164 
ZBRA Zebra Technologies Corporation
+2.69%
+$215.28 
AMAT Applied Materials, Inc.
+2.64%
+$1,212.63 
NDAQ Nasdaq, Inc.
+2.58%
+$230.72 
WH Wyndham Hotels & Resorts, Inc.
+2.54%
+$484.62 
T AT&T Inc.
+2.52%
+$254.62 
VZ Verizon Communications Inc.
+2.49%
+$390.78 
YUMC Yum China Holdings Inc.
+2.41%
+$384.3 
SOLS Sollensys Corp.
+2.33%
+$13.23 
JPM JPMorgan Chase & Co.
+2.31%
+$21,502.05 
USB U.S. Bancorp
+2.27%
+$168.99 
HPQ HP Inc.
+2.27%
+$488.32 
FIS Fidelity National Information Services, Inc.
+2.22%
+$328.95 
CMCSA Comcast Corp
+2.21%
+$585.12 
AXP American Express Company
+2.18%
+$3,058 
SYK Stryker Corporation
+2.15%
+$157.44 
GIS General Mills, Inc.
+2.04%
+$57.96 
DRIV Global X Autonomous & Electric Vehicles ETF
+2.03%
+$1,595.01 
LIT GLOBAL X LITHIUM & BATTERY T
+2.02%
+$469.44 
BLKB Blackbaud Inc.
+1.97%
+$5.4 
COTY Coty Inc.
+1.97%
+$4.68 
PM Philip Morris International Inc.
+1.95%
+$758.95 
TGT Target Corporation
+1.95%
+$282.31 
SPG Simon Property Group, Inc.
+1.95%
+$1,320.88 
AMP Ameriprise Financial, Inc.
+1.94%
+$393.75 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.94%
+$185 
TFC Truist Financial Corporation
+1.93%
+$149.94 
PRU Prudential Financial, Inc.
+1.87%
+$137.31 
KMI Kinder Morgan, Inc.
+1.85%
+$793.44 
TSLA Tesla, Inc.
+1.82%
+$422.24 
NANR SPDR S&P North American Natural Resources ETF
+1.82%
+$27,931.68 
GIL Gildan Activewear Inc.
+1.81%
+$66.96 
VAW Vanguard Materials ETF
+1.79%
+$8,747.8 
SMH VanEck Semiconductor ETF
+1.73%
+$200,814.76 
PAYC Paycom Software, Inc.
+1.72%
+$118.56 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$156.31 
ET Energy Transfer L.P.
+1.65%
+$748.96 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$485.64 
WFC Wells Fargo & Company
+1.61%
+$2,014.95 
REZI Resideo Technologies Inc.
+1.57%
+$0.49 
BAC Bank of America Corporation
+1.56%
+$1,204.86 
UTES Virtus Reaves Utilities ETF
+1.56%
+$16,379.77 
URA Global X Uranium ETF
+1.54%
+$1,012.23 
IYG iShares U.S. Financial Services ETF
+1.53%
+$1,557.2 
BLK BlackRock, Inc.
+1.52%
+$616.8 
COF Capital One Financial Corporation
+1.48%
+$115.67 
LYG Lloyds Banking Group Plc ADR
+1.48%
+$129.76 
CVS CVS Health Corporation
+1.47%
+$423.28 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.47%
+$159.1 
KRE SPDR S&P Regional Banking ETF
+1.47%
+$113.42 
GPC Genuine Parts Company
+1.46%
+$75.99 
CAT Caterpillar Inc.
+1.44%
+$4,334.9 
OMC Omnicom Group Inc.
+1.44%
+$97.01 
MET MetLife Inc.
+1.44%
+$312.48 
VFMO Vanguard U.S. Momentum Factor Fund
+1.43%
+$64,513.29 
IYF iShares U.S. Financials ETF
+1.38%
+$28,868.39 
EWO iShares MSCI Austria ETF
+1.37%
+$389.31 
XLF Financial Select Sector SPDR Fund
+1.37%
+$29,002.32 
FNCL Fidelity MSCI Financials Index ETF
+1.36%
+$6,090.4 
FISV Fiserv, Inc.
+1.36%
+$48.24 
NEE NextEra Energy, Inc.
+1.35%
+$157.55 
ICVT iShares Convertible Bond ETF
+1.35%
+$35.2 
TXN Texas Instruments Inc
+1.35%
+$4,980.77 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$69,460.83 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$264.6 
ABBV AbbVie Inc.
+1.32%
+$328.56 
MFC Manulife Financial Corporation
+1.31%
+$1,205.36 
LAMR Lamar Advertising Company
+1.31%
+$153.23 
IFRA iShares U.S. Infrastructure
+1.29%
+$36.34 
C Citigroup Inc.
+1.27%
+$339.68 
TROW T. Rowe Price Group, Inc.
+1.26%
+$274 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$5,671.5 
APD Air Products and Chemicals, Inc.
+1.26%
+$210 
XSMO Invesco S&P SmallCap Momentum ETF
+1.22%
+$49,384.08 
QTUM Defiance Quantum ETF
+1.22%
+$43,091.28 
WAB Wabtec Corporation
+1.19%
+$43.54 
DVY iShares Select Dividend ETF
+1.19%
+$461.28 
LRCX Lam Research Corporation
+1.18%
+$2,749.9 
TAN Invesco Solar ETF
+1.17%
+$10.22 
AFL Aflac Inc.
+1.16%
+$113.4 
VPU Vanguard Utilities ETF
+1.15%
+$3,698.91 
ETR Entergy Corporation
+1.11%
+$82.96 
VSNT Versant Media Group, Inc.
+1.1%
+$10.12 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.1%
+$427.28 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$5,637.56 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.1%
+$325.08 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$26.88 
FMDE Fidelity Enhanced Mid Cap ETF
+1.08%
+$522.88 
ABNB Airbnb, Inc.
+1.08%
+$159.33 
CI The Cigna Group
+1.07%
+$113.76 
JNJ Johnson & Johnson
+1.07%
+$12,928.6 
PFL PIMCO Income Strategy Fund
+1.05%
+$74.32 
DELL Dell Technologies Inc.
+1.05%
+$877.56 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$22.44 
V Visa Inc. Class A
+1.05%
+$467.6 
VTRS Viatris Inc.
+1.04%
+$296.31 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$134.67 
SSO ProShares Ultra S&P500
+1.03%
+$131.92 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$133.95 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$17,361.72 
FREL Fidelity MSCI Real Estate Index ETF
+1.01%
+$2,092.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$76.45 
VRSK Verisk Analytics Inc.
+0.99%
+$147.6 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$903.32 
VO Vanguard Mid-Cap ETF
+0.97%
+$31,877.88 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.97%
+$4,294.47 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,334.61 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$12,430.2 
USRT iShares Core U.S. REIT ETF
+0.94%
+$326.74 
VTV Vanguard Value ETF
+0.94%
+$1,670.31 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$1,540 
DOC Healthpeak Properties, Inc.
+0.93%
+$56.43 
VNQ Vanguard Real Estate ETF
+0.92%
+$3,081.6 
KR Kroger Co.
+0.92%
+$67.85 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.92%
+$2,644.2 
MCHI iShares MSCI China ETF
+0.9%
+$78.89 
FRT Federal Realty Investment Trust
+0.9%
+$75.04 
IHF iShares U.S. Healthcare Providers ETF
+0.89%
+$1,193.33 
EZM WisdomTree U.S. MidCap Fund
+0.88%
+$705.54 
OTIS Otis Worldwide Corporation
+0.88%
+$17.36 
RWO SPDR Dow Jones Global Real Estate ETF
+0.88%
+$128.48 
IWM iShares Russell 2000 ETF
+0.87%
+$73.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$23,537.69 
ICLN iShares Global Clean Energy ETF
+0.87%
+$288.9 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$9,837.27 
PG Procter & Gamble Co
+0.86%
+$49,799.24 
FTNT Fortinet Inc.
+0.85%
+$942.4 
EIX Edison International
+0.84%
+$42.7 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$14.1 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$687.81 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$7,254 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$1,651.32 
DEO Diageo plc Sponsored ADR
+0.83%
+$86.43 
BKNG Booking Holdings Inc.
+0.82%
+$337.5 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,278.39 
FENY Fidelity MSCI Energy Index ETF
+0.79%
+$7,139 
SO The Southern Company
+0.78%
+$73 
VDE Vanguard Energy ETF
+0.77%
+$22,051.98 
CHAT Roundhill Generative AI & Technology ETF
+0.77%
+$114.31 
NXPI NXP Semiconductors N.V.
+0.76%
+$200.97 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$81.78 
GE General Electric Company
+0.76%
+$944.87 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$4,095 
FFLC Fidelity Large Cap Core Fund
+0.76%
+$227.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$7,450.23 
CVX Chevron Corporation
+0.75%
+$1,195.59 
XLE Energy Select Sector SPDR Fund
+0.75%
+$51,229.77 
SBUX Starbucks Corporation
+0.74%
+$237.88 
MO Altria Group, Inc.
+0.74%
+$240.62 
UNH UnitedHealth Group Incorporated
+0.73%
+$1,312.74 
HD The Home Depot, Inc.
+0.73%
+$568.82 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$31.86 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$49,561.12 
MA Mastercard Incorporated
+0.71%
+$461.51 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,601.92 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$1,289.83 
PYPL PayPal Holdings Inc
+0.7%
+$137.46 
VB Vanguard Small-Cap ETF
+0.7%
+$29,394 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$151.68 
ROBO ROBO Global Robotics & Automation Index ETF
+0.69%
+$4,076.07 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$255.84 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.69%
+$14.06 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$30,159.21 
INGR Ingredion Inc.
+0.68%
+$68.31 
COST Costco Wholesale Corporation
+0.68%
+$113.22 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$271.7 
ECL Ecolab Inc.
+0.68%
+$46.28 
LNT Alliant Energy Corporation
+0.68%
+$220.99 
CGDV Capital Group Dividend Value ETF
+0.66%
+$833.28 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$2,366.01 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$1,021.76 
DOW Dow Inc.
+0.65%
+$28.16 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$667.42 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$64.9 
DUK Duke Energy Corporation
+0.63%
+$192.66 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.63%
+$6,772.5 
FLGB Franklin FTSE United Kingdom ETF
+0.62%
+$12.77 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$7,414.03 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,077 
IYW iShares U.S. Technology ETF
+0.61%
+$38,968.14 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$103,010.93 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$1,808.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,346.85 
AEP American Electric Power Company, Inc.
+0.58%
+$634.5 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$47.15 
VGT Vanguard Information Technology ETF
+0.58%
+$79,681.76 
SUSL iShares ESG MSCI USA Leaders ETF
+0.57%
+$15.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$115.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$9,457.46 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$218.88 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.56%
+$2,086.08 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,398.81 
VOO Vanguard S&P 500 ETF
+0.55%
+$6,149.21 
HON Honeywell International Inc.
+0.54%
+$35.7 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$40.02 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,220.94 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$36.72 
GOOGL Alphabet Inc
+0.53%
+$1,655.97 
TOST Toast Inc.
+0.53%
+$1.95 
FLOW Global X U.S. Cash Flow Kings 100 ETF
+0.51%
+$5.85 
VIS Vanguard Industrials ETF
+0.51%
+$4,385.58 
VTWG Vanguard Russell 2000 Growth ETF
+0.49%
+$1,279.77 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$54.32 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$59.66 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$36.36 
MSI Motorola Solutions, Inc.
+0.46%
+$17.1 
GOOG Alphabet Inc
+0.45%
+$1,451.2 
WMT Walmart Inc.
+0.45%
+$2,181.06 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$12.12 
IFGL iShares International Developed Real Estate ETF
+0.44%
+$10.8 
VT Vanguard Total World Stock ETF
+0.44%
+$82.28 
IXUS iShares Core International Stock ETF
+0.43%
+$71.34 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$262 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$22.68 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$120.15 
BMY Bristol-Myers Squibb Company
+0.4%
+$94.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,866.26 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$419.43 
MGC Vanguard Mega Cap ETF
+0.38%
+$10,523.56 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$11.16 
ES Eversource Energy
+0.38%
+$14.56 
MAS Masco Corporation
+0.38%
+$45.64 
PEP PepsiCo, Inc.
+0.38%
+$526.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$64.5 
PSIX Power Solutions International, Inc.
+0.34%
+$32.9 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$352.24 
TTE TotalEnergies SE
+0.34%
+$215.4 
GSK GSK plc Sponsored ADR
+0.34%
+$37.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$338.4 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$16.32 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,175.02 
WEC WEC Energy Group Inc.
+0.33%
+$20.35 
FENI Fidelity Enhanced International ETF
+0.32%
+$1,903.33 
AMGN Amgen Inc.
+0.32%
+$287.28 
SLB Schlumberger Limited
+0.32%
+$26.1 
SNY Sanofi American Depositary Receipt
+0.32%
+$14.14 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$15.84 
WM Waste Management, Inc.
+0.3%
+$77.22 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.3%
+$24.36 
SCHF Schwab International Equity ETF
+0.29%
+$95.6 
FANG Diamondback Energy Inc
+0.28%
+$49.68 
XOM Exxon Mobil Corporation
+0.28%
+$3,190.5 
EFA iShares MSCI EAFE ETF
+0.28%
+$137.17 
CTRE CareTrust REIT Inc.
+0.27%
+$42.7 
MMM 3M Company
+0.26%
+$59.45 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$5,672.7 
CARR Carrier Global Corporation
+0.24%
+$9.69 
OEF iShares S&P 100 ETF
+0.24%
+$33.54 
BP BP p.l.c. Sponsored ADR
+0.23%
+$5.6 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.23%
+$11,703.51 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.23%
+$7,208.1 
A Agilent Technologies Inc.
+0.22%
+$204.45 
IQV IQVIA Holdings Inc.
+0.22%
+$58.4 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$1,403.15 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$23 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$15.4 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$14,274 
ALLE Allegion plc
+0.19%
+$27.82 
TRV The Travelers Companies, Inc.
+0.18%
+$260.4 
VGK Vanguard FTSE Europe ETF
+0.18%
+$323.68 
VUG Vanguard Growth ETF
+0.18%
+$656.1 
BNDX Vanguard Total International Bond ETF
+0.17%
+$31.92 
DXCM DexCom, Inc.
+0.16%
+$15.24 
NVDA NVIDIA Corporation
+0.16%
+$2,398.72 
PFE Pfizer Inc.
+0.15%
+$172.72 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$55.44 
BINC iShares Flexible Income Active ETF
+0.13%
+$16.03 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$8.84 
VRSN Verisign Inc.
+0.11%
+$14.72 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$3.42 
IOO iShares Global 100 ETF
+0.11%
+$944.4 
KO The Coca-Cola Company
+0.11%
+$120.42 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$246.35 
MSFT Microsoft Corp.
+0.1%
+$2,164.35 
IBB iShares Biotechnology ETF
+0.1%
+$17.17 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$4.5 
FDX FedEx Corporation
+0.09%
+$242.42 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$412.8 
IAU iShares Gold Trust
+0.08%
+$57.06 
ENB Enbridge Inc.
+0.07%
+$30.2 
GLD SPDR Gold Shares
+0.06%
+$235.84 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$937.52 
BIIB Biogen Inc.
+0.04%
+$4.5 
AON Aon plc
+0.04%
+$68.88 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$728.68 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$29.28 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$0.5 
VOX Vanguard Communication Services ETF
+0.03%
+$0.5 
HWM Howmet Aerospace Inc.
+0.03%
+$52.01 
SLVM Sylvamo Corporation
+0.02%
+$0.17 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$5.07 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$1.9 
PJP Invesco Pharmaceuticals ETF
+0.02%
+$7.76 
ORCL Oracle Corporation
+0.02%
+$61.15 
MCD McDonald's Corporation
+0.01%
+$187.29 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$0.4 
VCRB Vanguard Core Bond ETF
0%
+$0.2 
ABC AmerisourceBergen Corporation
0%
$0 
AMX
0%
$0 
ANTM Anthem Inc
0%
$0 
COO
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FLG
0%
$0 
FSSL
0%
$0 
LH
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
RYU Invesco S&P 500 Equal Weight Utilities ETF
0%
$0 
SNOW
0%
$0 
ADBE Adobe Inc.
-6.75%
-$1,714.48 
RDDT Reddit Inc Class A
-6.44%
-$78.12 
PINS Pinterest, Inc. Class A
-6%
-$14.19 
UPST Upstart Holdings, Inc.
-4.06%
-$64.5 
ADSK Autodesk, Inc.
-3.47%
-$314.16 
BYND Beyond Meat Inc.
-3.27%
-$2.9 
BEPC Brookfield Renewable Corporation
-3.16%
-$361.76 
BEP Brookfield Renewable Partners L.P.
-3%
-$1,344.08 
SYM Symbotic Inc. Class A
-2.8%
-$304.8 
LLY Eli Lilly and Company
-2.41%
-$17,356.92 
PLTR Palantir Technologies Inc.
-2.36%
-$1,341.06 
ZTS Zoetis Inc.
-2.25%
-$366 
NKE Nike, Inc. - Class B
-2.24%
-$226.6 
BIO Bio-Rad Laboratories Inc.
-2.22%
-$214.5 
BHC Bausch Health Companies Inc.
-1.94%
-$1,739.4 
CRNC Cerence Inc.
-1.67%
-$487.44 
ONON On Holding AG
-1.61%
-$30.24 
PCRX Pacira BioSciences Inc.
-1.58%
-$320.79 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$464.1 
AAPL Apple Inc.
-1.52%
-$47,443.5 
LMT Lockheed Martin Corporation
-1.52%
-$3,248.14 
MRK Merck & Co., Inc.
-1.42%
-$4,717.88 
UFOX Defiance Connective Technologies ETF
-1.41%
-$50,340.4 
LHX L3Harris Technologies, Inc.
-1.4%
-$464.28 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$436.5 
VEEV Veeva Systems Inc.
-1.24%
-$58.29 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$648.24 
AMZN Amazon.com Inc
-1.23%
-$6,023.58 
WAT Waters Corporation
-1.17%
-$29.47 
NFLX Netflix, Inc.
-1.14%
-$483.6 
AMT American Tower Corporation
-1.12%
-$227.91 
HII Huntington Ingalls Industries Inc.
-1.09%
-$71.94 
BB BlackBerry Ltd.
-1.08%
-$60 
UBER Uber Technologies, Inc.
-1.01%
-$67.9 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$22.5 
IBM International Business Machines Corporation
-0.95%
-$2,299.43 
EBAY eBay Inc.
-0.91%
-$225 
CRSP Crispr Therapeutics AG
-0.86%
-$43 
ITB iShares U.S. Home Construction ETF
-0.81%
-$993.03 
EUAD STOXX Europe Aerospace & Defense ETF
-0.77%
-$185.92 
BDX Becton, Dickinson and Company
-0.75%
-$112.11 
PNQI Invesco NASDAQ Internet ETF
-0.74%
-$374 
CRD-A Crawford & Company
-0.71%
-$45.68 
PPH VanEck Pharmaceutical ETF
-0.68%
-$6,351.73 
KMX CarMax Inc.
-0.6%
-$101.06 
CSCO Cisco Systems, Inc.
-0.6%
-$3,077.69 
MDLZ Mondelez International, Inc.
-0.58%
-$135.42 
SYY Sysco Corporation
-0.56%
-$39.6 
NVS Novartis AG Sponsored ADR
-0.55%
-$2.55 
UPS United Parcel Service, Inc.
-0.51%
-$92.95 
AKRE Akre Focus ETF
-0.49%
-$224.91 
SOLV Solventum Corporation
-0.44%
-$11.2 
COIN Coinbase Global, Inc.
-0.41%
-$342.54 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$156.1 
RTX RTX Corporation
-0.37%
-$1,052.66 
CRM Salesforce Inc
-0.34%
-$35.84 
BHF Brighthouse Financial Inc.
-0.33%
-$4.2 
WMG Warner Music Group Corp.
-0.32%
-$48.6 
AA Alcoa Corporation
-0.3%
-$27.51 
DIS The Walt Disney Company
-0.3%
-$895.8 
CRL Charles River Laboratories International, Inc.
-0.29%
-$23.65 
SJM The J.M. Smucker Company
-0.29%
-$150.62 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$35.62 
META Meta Platforms Inc Class A
-0.26%
-$832.31 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$360.14 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$3.5 
XHB SPDR S&P Homebuilders ETF
-0.22%
-$959.76 
SHEL Shell plc
-0.22%
-$39.14 
GRMN Garmin Ltd.
-0.2%
-$52.32 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$7.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$22.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$9.2 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$10,253.73 
PAA Plains All American Pipeline, L.P.
-0.18%
-$34.6 
MDT Medtronic plc
-0.16%
-$10.92 
MBB iShares MBS ETF
-0.15%
-$221.62 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$2.6 
FBND Fidelity Total Bond ETF
-0.13%
-$2,019.18 
SYSB iShares Systematic Bond ETF
-0.12%
-$3.63 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$137.34 
LOW Lowe's Companies Inc.
-0.12%
-$481.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$2,953.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$9.87 
VHT Vanguard Health Care ETF
-0.12%
-$3,234.76 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.09%
-$1,192.86 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$2.3 
EPD Enterprise Products Partners L.P.
-0.08%
-$59.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$109.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$11,011.44 
IETC iShares U.S. Tech Independence Fund
-0.07%
-$44.03 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$28.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$75.25 
JOE The St. Joe Company
-0.06%
-$10.76 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$14.58 
PAGP Plains GP Holdings, L.P.
-0.04%
-$1.19 
TECH Bio-Techne Corporation
-0.04%
-$8.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$30.88 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$5.96 
MUB iShares National Muni Bond ETF
-0.01%
-$1.92 
IWY iShares Russell Top 200 Growth ETF
0%
-$140.12 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3110 | Longs Won 2412/3110 77% | Profit Factor 40.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $271,873.19 |
| Average Win $39,756.55 | Best Trade (Jun 14) $10.24M | Sharpe Ratio -9.27 |
| Average Loss -$3,419.31 | Worst Trade (Mar 31) -$199,608.5 | Z-Score 45.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 3d | Expectancy $30,079.08 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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