United Advisor Group LLC Portfolio
Invests via United Advisor Group, LLC | Managed by United Advisor Group, LLC, Kendra Means
Invests via United Advisor Group, LLC
Managed by United Advisor Group, LLC, Kendra Means
Automatically Tracked
Company Profile
Independent broker-dealer and advisor platform focused on supporting financial advisors with compliance, practice-management tools, and a suite of advisory and brokerage solutions. United Advisor Group, LLC positions itself as a distribution and operational partner for independent advisors, offering custody and clearing partnerships, technology integrations, and marketing support to help scale practices. Relevant to investors and strategic partners evaluating wealth-management distribution, the firm emphasizes advisor retention, revenue-sharing models, and operational efficiency.
Independent broker-dealer and advisor platform focused on supporting financial advisors with compliance, practice-management tools, and a suite of advisory and brokerage solutions. United Advisor Group, LLC positions itself as a distribution and operational partner for independent advisors, offering custody and clearing partnerships, technology integrations, and marketing support to help scale practices. Relevant to investors and strategic partners evaluating wealth-management distribution, the firm emphasizes advisor retention, revenue-sharing models, and operational efficiency.
Investment Philosophy & Strategy
Acts as a platform-focused allocator prioritizing investments that expand advisor distribution, technology and service capabilities. Capital allocation favors strategic partnerships, integrations and tuck-in acquisitions that accelerate scale, improve retention and deepen recurring revenue. Employs a conservative underwriting lens emphasizing revenue-share stability, operational due diligence and cross-sell potential across custody/clearing and advisory services. Time horizon is long-term, growth-oriented with disciplined risk controls around compliance exposure and advisor attrition; portfolio construction balances organic platform investment with targeted M&A to capture market share.
Acts as a platform-focused allocator prioritizing investments that expand advisor distribution, technology and service capabilities. Capital allocation favors strategic partnerships, integrations and tuck-in acquisitions that accelerate scale, improve retention and deepen recurring revenue. Employs a conservative underwriting lens emphasizing revenue-share stability, operational due diligence and cross-sell potential across custody/clearing and advisory services. Time horizon is long-term, growth-oriented with disciplined risk controls around compliance exposure and advisor attrition; portfolio construction balances organic platform investment with targeted M&A to capture market share.
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:
70.5%
Gain -1.16%
Monthly
1.68%
Yearly
22.13%
Drawdown
28.19%
$957.14M
Equity
Holdings
$957.14M
Investment
$797.22M
$184.15M
Profit -$5.68M
Realized
$24.24M
Unrealized
$159.92M
Dividends
$32.92M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.16%
Profit
-$5.68M
Win %
67%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$3.79M
Win %
67%
This Month
Compared to last month
Gain
-0.59%
Profit
-$5.68M
Win %
67%
This Year
Compared to last year
Gain
1.66%
Profit
$15.65M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$2.6M 
GOOG Alphabet Inc
+6.88%
+$176,754.15 
GOOGL Alphabet Inc
+6.73%
+$810,650.19 
VRT Vertiv Holdings Co
+6.18%
+$28,280.72 
ANET Arista Networks, Inc.
+5.46%
+$40,650.84 
APO Apollo Global Management, Inc.
+4.44%
+$18,738.06 
SNPS Synopsys, Inc.
+4.41%
+$13,456.19 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$24,637.92 
TWLO Twilio Inc.
+3.36%
+$17,178.83 
TT Trane Technologies plc
+3.33%
+$7,892.47 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$10,733.69 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$8,137.14 
META Meta Platforms Inc Class A
+3.28%
+$209,366.45 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$40,720.8 
MSFT Microsoft Corp.
+3.02%
+$584,501.87 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$6,512.83 
NVDA NVIDIA Corporation
+2.93%
+$822,046.87 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$13,511.35 
NTAP NetApp, Inc.
+2.6%
+$16,592.92 
CVX Chevron Corporation
+2.35%
+$55,040.04 
MRVL Marvell Technology, Inc.
+2.32%
+$17,542.68 
ORLY O'Reilly Automotive Inc.
+2.28%
+$9,520.16 
WDC Western Digital Corporation
+2.21%
+$14,230.86 
EOG EOG Resources, Inc.
+2.19%
+$6,423.62 
DVN Devon Energy Corporation
+2.17%
+$5,695.68 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$130,867.88 
CSCO Cisco Systems, Inc.
+2.14%
+$38,420.73 
SKYY First Trust Cloud Computing ETF
+2.12%
+$5,378.67 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$24,152.68 
GWW W.W. Grainger, Inc.
+1.97%
+$4,918.32 
PANW Palo Alto Networks, Inc.
+1.89%
+$25,110.45 
CRM Salesforce Inc
+1.83%
+$10,635.01 
ORCL Oracle Corporation
+1.81%
+$12,263.79 
HWM Howmet Aerospace Inc.
+1.8%
+$8,052.68 
CINF Cincinnati Financial Corporation
+1.69%
+$19,520.08 
ZTS Zoetis Inc.
+1.66%
+$3,817.8 
KMI Kinder Morgan, Inc.
+1.64%
+$16,040.96 
SHEL Shell plc
+1.62%
+$5,090.61 
CPNG Coupang Inc.
+1.62%
+$4,945.98 
ACN Accenture plc Class A
+1.61%
+$6,098.99 
FANG Diamondback Energy Inc
+1.59%
+$20,383.8 
CWS AdvisorShares Focused Equity ETF
+1.57%
+$7,420.22 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$10,036.36 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$22,447.01 
VZ Verizon Communications Inc.
+1.52%
+$49,172.9 
LMT Lockheed Martin Corporation
+1.5%
+$13,005.41 
CVNA Carvana Co.
+1.5%
+$4,244.88 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$5,235.84 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$5,597.76 
MPLX MPLX LP
+1.46%
+$5,720.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$157,492.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$41,915.52 
NOC Northrop Grumman Corporation
+1.43%
+$9,125.48 
PH Parker-Hannifin Corporation
+1.43%
+$4,149.5 
PWR Quanta Services Inc.
+1.43%
+$19,285.3 
GE General Electric Company
+1.42%
+$16,790.13 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$12,758.83 
KLAC KLA Corporation
+1.38%
+$6,020.84 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$13,548.09 
SSO ProShares Ultra S&P500
+1.35%
+$3,421.17 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$26,439.75 
CAH Cardinal Health Inc.
+1.3%
+$2,962.95 
CGUS Capital Group Core Equity ETF
+1.29%
+$6,448.98 
COP ConocoPhillips
+1.22%
+$4,557.35 
QLD ProShares Ultra QQQ
+1.2%
+$5,896.44 
WFC Wells Fargo & Company
+1.19%
+$3,673.02 
AMAT Applied Materials, Inc.
+1.18%
+$19,281.27 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$6,059.69 
SANM Sanmina Corporation
+1.13%
+$1,749.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$49,169.34 
EMMF WisdomTree Emerging Markets Multifactor Fund
+1.12%
+$11,255.2 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$8,219.4 
VUG Vanguard Growth ETF
+1.1%
+$65,022.81 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$9,857.28 
NOW ServiceNow, Inc.
+1.05%
+$16,124 
TTEQ T. Rowe Price Technology ETF
+1.05%
+$17,602.53 
NBIS Nebius Group N.V.
+1.05%
+$12,414.66 
IEP Icahn Enterprises L.P.
+1.04%
+$2,616.96 
VDE Vanguard Energy ETF
+1.02%
+$5,259.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$22,879.92 
SUN Sunoco L.P.
+0.95%
+$5,560.56 
UNP Union Pacific Corporation
+0.92%
+$2,322.91 
WCME First Trust WCM Developing World Equity ETF
+0.91%
+$7,988.92 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.91%
+$2,594.67 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$15,212.54 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$34,140.96 
IWL iShares Russell Top 200 ETF
+0.87%
+$1,833.61 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$6,048.7 
IBM International Business Machines Corporation
+0.86%
+$14,315.3 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$5,768.8 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$3,553.27 
CION Cion Investment Corporation
+0.85%
+$1,204.25 
GEV GE Vernova Inc.
+0.85%
+$6,074.61 
GQGU GQG US Equity ETF
+0.85%
+$10,801.56 
MCD McDonald's Corporation
+0.82%
+$11,222.25 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,804.8 
STXF Strive 500 ETF
+0.8%
+$148,689.06 
EMR Emerson Electric Co.
+0.79%
+$3,164.79 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$27,390.4 
FEPI Rex FANG Innovation Premium Income ETF
+0.79%
+$1,889.45 
KGS Kodiak Gas Services Inc.
+0.77%
+$7,140.15 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$8,996.52 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,567.95 
SHLD Global X Defense Tech ETF
+0.77%
+$9,878.4 
TSLA Tesla, Inc.
+0.76%
+$44,969.42 
MPC Marathon Petroleum Corporation
+0.76%
+$3,764.27 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$9,150.98 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$1,834.47 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$39,037.95 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,511.05 
VOO Vanguard S&P 500 ETF
+0.71%
+$51,880.93 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$6,337.37 
CAT Caterpillar Inc.
+0.7%
+$12,167.8 
ROP Roper Technologies Inc.
+0.7%
+$3,152.48 
BMY Bristol-Myers Squibb Company
+0.69%
+$12,700.8 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$12,657.14 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$39,587.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$29,352.96 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$7,257.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,024.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$17,079.91 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$48,569.36 
PLTR Palantir Technologies Inc.
+0.65%
+$79,736.6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1,927.74 
CGGR Capital Group Growth ETF
+0.65%
+$10,302.54 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$19,527.12 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$77,361.35 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$109,922.47 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$19,934.57 
CGDV Capital Group Dividend Value ETF
+0.63%
+$3,086.05 
ADME Aptus Drawdown Managed Equity Fund
+0.63%
+$10,153.35 
SYY Sysco Corporation
+0.63%
+$1,365.81 
ET Energy Transfer L.P.
+0.59%
+$2,383.56 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$1,044.48 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,027.65 
MO Altria Group, Inc.
+0.57%
+$13,745.55 
DGRE WisdomTree Emerging Markets Fund
+0.57%
+$3,026.81 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$20,059.44 
APH Amphenol Corporation
+0.55%
+$4,045.31 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$994.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$15,756.68 
STX Seagate Technology Holdings plc
+0.52%
+$3,809.21 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.49%
+$3,365.74 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$66,658.69 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.47%
+$9,023.25 
SE Sea Ltd.
+0.47%
+$1,317.5 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$2,962.77 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,799.39 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$1,108.76 
IWD iShares Russell 1000 Value ETF
+0.44%
+$9,206.34 
PFE Pfizer Inc.
+0.4%
+$8,906.1 
RTX RTX Corporation
+0.39%
+$4,315.08 
AVGO Broadcom Inc.
+0.37%
+$10,347.84 
PG Procter & Gamble Co
+0.37%
+$13,344.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,402.12 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$52,005.27 
BAC Bank of America Corporation
+0.36%
+$4,268.88 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$889.6 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$954.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$11,194.23 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
+0.32%
+$14,160.6 
GD General Dynamics Corporation
+0.32%
+$836.92 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.32%
+$3,078.31 
MRK Merck & Co., Inc.
+0.32%
+$5,791.39 
SMH VanEck Semiconductor ETF
+0.3%
+$1,558.29 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3,102.88 
DRSK Aptus Defined Risk ETF
+0.28%
+$24,750.88 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$33,706.8 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$950.57 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,157.04 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$2,609.57 
JPM JPMorgan Chase & Co.
+0.27%
+$22,333.46 
VT Vanguard Total World Stock ETF
+0.26%
+$878.63 
DIVB iShares Core Dividend ETF
+0.26%
+$690.71 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$17,878.42 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$2,174 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$689.9 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,629.13 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$412.41 
DFAW Dimensional World Equity ETF
+0.22%
+$1,507.14 
SO The Southern Company
+0.21%
+$2,427.6 
SPCT Liberty One Spectrum ETF
+0.21%
+$661.9 
JNJ Johnson & Johnson
+0.21%
+$4,773.71 
ADI Analog Devices, Inc.
+0.2%
+$836.19 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$451.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,547.24 
INTU Intuit Inc.
+0.18%
+$492.49 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$7,770.96 
T AT&T Inc.
+0.17%
+$2,081.32 
MS Morgan Stanley
+0.17%
+$435.6 
CSSD Cohen & Steers Short Duration Preferred and Income Active ETF
+0.16%
+$477.65 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,017.74 
VICI Vici Properties Inc.
+0.15%
+$392.4 
CB Chubb Limited
+0.15%
+$601.02 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3,089.34 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,126.52 
DELL Dell Technologies Inc.
+0.14%
+$1,285.2 
USMF WisdomTree U.S. Multifactor Fund
+0.13%
+$984.27 
MMM 3M Company
+0.12%
+$1,436.98 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$4,456.2 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$3,964.06 
ISRG Intuitive Surgical, Inc.
+0.1%
+$953.25 
C Citigroup Inc.
+0.1%
+$203.69 
WM Waste Management, Inc.
+0.1%
+$414.26 
FSK FS KKR Capital Corp.
+0.1%
+$2,909.29 
AFL Aflac Inc.
+0.09%
+$497.88 
OSCV Opus Small Cap Value ETF
+0.09%
+$10,993.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$840.42 
WMT Walmart Inc.
+0.09%
+$4,099.88 
ABT Abbott Laboratories
+0.09%
+$523.26 
SOXX iShares Semiconductor ETF
+0.07%
+$126.36 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$771.89 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$231.74 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$880.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,040.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$984.28 
DIS The Walt Disney Company
+0.03%
+$221.1 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$402.33 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$134.76 
SHV iShares Short Treasury Bond ETF
+0.03%
+$183.6 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$58.63 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$125.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$675.98 
SGVT Schwab Government Money Market ETF
+0.02%
+$80.44 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$52.26 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$134.21 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$24.83 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$243.65 
ILMN Illumina, Inc.
+0.01%
+$19.36 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TCPC BlackRock TCP Capital Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 BPRE
BPRE
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 KHPI
KHPI
0%
$0 KAMO
KAMO
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$68,258.16 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$35,719.03 
MSTU T-Rex 2X Long Master Date ETF
-8.33%
-$2,718.72 
IRE Defiance Daily Target 2X Long IREN ETF
-7.43%
-$20,300 
AAPL Apple Inc.
-7.35%
-$2.16M 
SYK Stryker Corporation
-6.42%
-$17,559.24 
TROW T. Rowe Price Group, Inc.
-6.31%
-$18,681.93 
LIN Linde plc
-5.95%
-$23,058.13 
MU Micron Technology, Inc.
-5.9%
-$273,380.54 
SNDK SanDisk Corporation
-5.09%
-$12,504.96 
ASTI Ascent Solar Technologies Inc.
-4.9%
-$1,500 
SHOP Shopify Inc.
-4.29%
-$116,224.5 
WPM Wheaton Precious Metals Corp.
-3.84%
-$19,931.7 
IREN IREN Limited
-3.82%
-$84,098.92 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$11,968.75 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$13,221 
ETHA iShares Ethereum Trust
-3.03%
-$5,238.64 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$7,136.25 
IBIT iShares Bitcoin Trust
-2.89%
-$26,979.12 
CRWV CoreWeave, Inc.
-2.88%
-$30,424.92 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$13,627.9 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$12,036.06 
QCOM QUALCOMM Incorporated
-2.63%
-$20,049.8 
ABBV AbbVie Inc.
-2.51%
-$36,820.77 
AQN Algonquin Power & Utilities Corp.
-2.34%
-$3,722.6 
ARKK ARK Innovation ETF Fund
-2.28%
-$34,270.7 
VTSI VirTra, Inc.
-2.21%
-$4,180.05 
BA Boeing Company
-2.15%
-$10,305.38 
NEM Newmont Corporation
-2.14%
-$18,687.8 
SLV iShares Silver Trust
-2.13%
-$4,978.38 
NFLX Netflix, Inc.
-2%
-$16,603.12 
AMD Advanced Micro Devices, Inc.
-1.9%
-$129,073.84 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,572.06 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$7,299.76 
UNH UnitedHealth Group Incorporated
-1.68%
-$21,068.63 
SQ Block, Inc.
-1.64%
-$8,953.2 
BW Babcock & Wilcox Enterprises, Inc.
-1.58%
-$32,219.1 
LRCX Lam Research Corporation
-1.58%
-$15,364.34 
MSMR M/S Managed Risk ETF
-1.57%
-$126,385.6 
NLY Annaly Capital Management, Inc.
-1.56%
-$21,719.88 
NET Cloudflare Inc.
-1.56%
-$13,719.51 
STWD Starwood Property Trust Inc.
-1.54%
-$44,243.5 
CPRT Copart Inc.
-1.52%
-$8,928.9 
GLD SPDR Gold Shares
-1.49%
-$8,148.99 
PLUG Plug Power Inc.
-1.44%
-$1,600.5 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$13,133.52 
SDGR Schrödinger, Inc.
-1.37%
-$2,577.54 
DPZ Domino's Pizza Inc.
-1.37%
-$3,328.52 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$36,734.18 
NYT New York Times Co.
-1.24%
-$2,869.82 
TJX The TJX Companies, Inc.
-1.21%
-$5,243.49 
NEE NextEra Energy, Inc.
-1.15%
-$6,700.34 
DE Deere & Company
-1.13%
-$3,474.79 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,096.66 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$7,040.03 
CGBD Carlyle Secured Lending, Inc.
-1.09%
-$2,879.91 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$3,186.48 
TXN Texas Instruments Inc
-1.08%
-$4,348.83 
LOW Lowe's Companies Inc.
-1.08%
-$6,199.38 
CTAS Cintas Corporation
-1.04%
-$5,158.06 
MFIC MidCap Financial Investment Corporation
-1.03%
-$26,484.6 
INTC Intel Corporation
-1.02%
-$13,043.25 
KO The Coca-Cola Company
-1.02%
-$19,881 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$1,945.83 
UPS United Parcel Service, Inc.
-1%
-$75,034.05 
EYLD Cambria Emerging Shareholder Yield Fund
-0.98%
-$53,118.9 
SOFI SoFi Technologies, Inc.
-0.97%
-$1,661.44 
EWJ iShares MSCI Japan ETF
-0.96%
-$2,095.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,479.4 
PGR Progressive Corporation
-0.87%
-$15,793.26 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$29,305.6 
HDMV First Trust Horizon Managed Volatility Developed International ETF
-0.84%
-$2,105.89 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$30,381.59 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$1,739.1 
D Dominion Energy, Inc.
-0.8%
-$6,343.68 
KMB Kimberly-Clark Corporation
-0.8%
-$2,989.36 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$2,072.69 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$10,297.12 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$7,150.21 
PYPL PayPal Holdings Inc
-0.76%
-$4,202.88 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$5,344.62 
SPGI S&P Global Inc.
-0.74%
-$1,559.57 
IPKW Invesco International Buyback Achievers ETF
-0.74%
-$3,864.62 
MA Mastercard Incorporated
-0.74%
-$6,570.51 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$2,090.24 
BLK BlackRock, Inc.
-0.73%
-$3,798.48 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$22,001.76 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,368.15 
MAR Marriott International Inc. - Class A
-0.71%
-$1,563.51 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$2,052.96 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,278.81 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.69%
-$25,366.9 
PDI Pimco Dynamic Income Fund
-0.68%
-$1,913.89 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$11,040.23 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$5,075.52 
DUK Duke Energy Corporation
-0.67%
-$2,879.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$7,274.3 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$6,679.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$46,969.99 
CGCB Capital Group Core Bond ETF
-0.66%
-$17,920.55 
AMGN Amgen Inc.
-0.64%
-$3,543.93 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$52,797.27 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$16,403.31 
GS The Goldman Sachs Group, Inc.
-0.63%
-$10,031.02 
AMT American Tower Corporation
-0.63%
-$6,204.06 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1,566.68 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$40,685.32 
PM Philip Morris International Inc.
-0.61%
-$18,116.39 
REFI Chicago Atlantic Real Estate Finance, Inc.
-0.61%
-$1,983 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.6%
-$3,099.06 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,312.55 
SCHF Schwab International Equity ETF
-0.58%
-$8,738.08 
TOUS T. Rowe Price International Equity ETF
-0.58%
-$10,253.59 
GSBD Goldman Sachs BDC Inc.
-0.58%
-$5,048.15 
SBUX Starbucks Corporation
-0.57%
-$1,783.8 
BCSF Bain Capital Specialty Finance Inc.
-0.56%
-$5,246.22 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,144.26 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.54%
-$5,999.96 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,802.64 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$29,961.72 
LLY Eli Lilly and Company
-0.53%
-$9,568.93 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,653.12 
DFIS Dimensional International Small Cap ETF
-0.53%
-$3,060.14 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,159.63 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,233.48 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,903.92 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,716.53 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$4,217.5 
CHE Chemed Corporation
-0.47%
-$3,688.05 
IWM iShares Russell 2000 ETF
-0.47%
-$12,767.06 
DFIV Dimensional International Value ETF
-0.47%
-$12,059.01 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$12,030.66 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$985.49 
SPG Simon Property Group, Inc.
-0.46%
-$3,638 
PEP PepsiCo, Inc.
-0.46%
-$3,388.8 
CGMU Capital Group Municipal Income ETF
-0.44%
-$1,954.44 
TRV The Travelers Companies, Inc.
-0.43%
-$1,639.78 
GAIN Gladstone Investment Corporation
-0.43%
-$5,053.3 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$1,698.6 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,652.81 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$951 
HD The Home Depot, Inc.
-0.42%
-$5,051.33 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,350.89 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$515.85 
MBB iShares MBS ETF
-0.4%
-$2,968.14 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$17,159.87 
TOTR T. Rowe Price Total Return ETF
-0.38%
-$2,014.35 
VGT Vanguard Information Technology ETF
-0.38%
-$4,128.86 
ARCC Ares Capital Corporation
-0.37%
-$7,916.3 
OBDC Blue Owl Capital Corporation
-0.37%
-$832.2 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,298.86 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$3,796.92 
PAAA PGIM AAA CLO ETF
-0.37%
-$2,252.45 
TMUS T-Mobile US, Inc.
-0.36%
-$783.08 
DG Dollar General Corporation
-0.35%
-$793.79 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.35%
-$850 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$19,159.7 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$1,446.9 
CL Colgate-Palmolive Company
-0.33%
-$875.7 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$2,326.34 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$2,410.8 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6,779.19 
HTRB Hartford Total Return Bond ETF
-0.32%
-$14,544.04 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,229.3 
CEG Constellation Energy Corporation
-0.31%
-$890.19 
CBSH Commerce Bancshares, Inc.
-0.29%
-$4,913.51 
DBL DoubleLine Opportunistic Credit Fund
-0.28%
-$965.64 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,022.56 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,365.24 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$841.27 
DSL DoubleLine Income Solutions Fund
-0.28%
-$945.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$6,855.94 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,071.86 
FBND Fidelity Total Bond ETF
-0.27%
-$5,161.32 
VTV Vanguard Value ETF
-0.27%
-$20,818.98 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$5,079.51 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$11,401.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$12,012.48 
BXSL Blackstone Secured Lending Fund
-0.26%
-$1,302.42 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$8,076.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$11,697.25 
BX Blackstone Inc.
-0.25%
-$2,080.05 
IWN iShares Russell 2000 Value ETF
-0.25%
-$560.98 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,426.4 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$24,084.36 
COST Costco Wholesale Corporation
-0.24%
-$5,900.56 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$11,088.77 
FCTR First Trust Lunt U.S. Factor Rotation ETF
-0.23%
-$548.28 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,009.72 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$479.94 
BNDX Vanguard Total International Bond ETF
-0.23%
-$6,643.23 
VB Vanguard Small-Cap ETF
-0.22%
-$1,314.02 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,277.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$6,508.09 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,283.4 
IXN iShares Global Tech ETF
-0.21%
-$936.39 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$1,060.45 
KR Kroger Co.
-0.21%
-$447.36 
BUYW Main Buywrite ETF
-0.21%
-$2,485.89 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$574.35 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$3,245.9 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$441.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,866.56 
HUSV First Trust Horizon Managed Volatility Domestic ETF
-0.2%
-$534.25 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$881.98 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$648.35 
DEFR Aptus Deferred Income ETF
-0.19%
-$512.5 
EPD Enterprise Products Partners L.P.
-0.18%
-$4,862.55 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$4,539.64 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$554.85 
BKNG Booking Holdings Inc.
-0.18%
-$588.23 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,979.33 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$669.34 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$895.65 
BIZD VanEck BDC Income ETF
-0.16%
-$243.2 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$9,957.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$767.8 
FITB Fifth Third Bancorp
-0.16%
-$817.29 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$936.68 
CAAA First Trust Commercial Mortgage Opportunities ETF
-0.15%
-$374.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$501.36 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
-0.15%
-$406.18 
FLTB Fidelity Limited Term Bond ETF
-0.14%
-$637.35 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,288.56 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$322.4 
IDV iShares International Select Dividend ETF
-0.14%
-$467.88 
WTV WisdomTree U.S. Value Fund
-0.13%
-$7,588 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$377 
ICVT iShares Convertible Bond ETF
-0.13%
-$1,470.6 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$261.41 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$1,199.52 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$5,440.16 
EZU iShares MSCI Eurozone ETF
-0.12%
-$390.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,246.38 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,358.27 
MUB iShares National Muni Bond ETF
-0.11%
-$1,898.04 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$2,213.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,334.96 
XLF Financial Select Sector SPDR Fund
-0.1%
-$346.92 
ALB Albemarle Corporation
-0.1%
-$294.24 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$7,326.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,667.75 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,046.1 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$601.2 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$3,143.58 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$7,099.95 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$3,055.6 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$275.94 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$2,072.08 
UYG ProShares Ultra Financials
-0.08%
-$197.6 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$359.36 
GBDC Golub Capital BDC, Inc.
-0.08%
-$2,429.94 
BINC iShares Flexible Income Active ETF
-0.08%
-$294.15 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$350.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$140.88 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$528.48 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$243.65 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$1,224.54 
CLOI VanEck CLO ETF
-0.06%
-$773.16 
MAIN Main Street Capital Corporation
-0.06%
-$126.03 
CGBL Capital Group Core Balanced ETF
-0.05%
-$903.14 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$150.67 
VO Vanguard Mid-Cap ETF
-0.05%
-$194.04 
HOOD Robinhood Markets, Inc.
-0.05%
-$218.56 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$266.1 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$571.99 
VFQY Vanguard U.S. Quality Factor Fund
-0.04%
-$92.46 
V Visa Inc. Class A
-0.04%
-$1,279.93 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,386.65 
JUCY Aptus Enhanced Yield ETF
-0.02%
-$764.37 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$788.18 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$226.35 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$210.35 
UBER Uber Technologies, Inc.
-0.01%
-$49.39 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3794 | Longs Won 2490/3794 65% | Profit Factor 5.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $343,478.57 |
| Average Win $90,270.83 | Best Trade (Aug 28) $13.08M | Sharpe Ratio -6.85 |
| Average Loss -$31,149.96 | Worst Trade (Aug 19) -$3.32M | Z-Score 17.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $48,538.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 88,092 | $18.12M | $27.21M | - | $9.09M | 50.2% | -7.354% |
| ABBV AbbVie Inc. | 5,691 | $1.19M | $1.43M | - | $237,790.16 | 19.98% | -2.513% |
| ABT Abbott Laboratories | 5,814 | $622,184.24 | $614,539.8 | - | -$7,644.44 | -1.23% | +0.085% |
| ACIO Aptus Collared Investment Opportunity ETF | 379,043 | $14.74M | $17.41M | - | $2.67M | 18.14% | +0.635% |
| ACN Accenture plc Class A | 2,319 | $379,707.23 | $384,768.48 | - | $5,061.25 | 1.33% | +1.611% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 5,674 | $673,605.93 | $706,299.52 | - | $32,693.59 | 4.85% | -0.328% |
| ADI Analog Devices, Inc. | 1,130 | $290,496.89 | $415,173.3 | - | $124,676.41 | 42.92% | +0.202% |
| ADME Aptus Drawdown Managed Equity Fund | 29,430 | $1.32M | $1.62M | - | $301,945.61 | 22.85% | +0.629% |
| AFL Aflac Inc. | 4,149 | $460,742.99 | $528,914.52 | - | $68,171.53 | 14.8% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 46,789 | $4.64M | $4.56M | - | -$86,118.06 | -1.86% | -0.256% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 6,757 | $293,326.22 | $287,848.2 | - | -$5,478.02 | -1.87% | -0.199% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,773 | $193,731.93 | $281,081.97 | - | $87,350.04 | 45.09% | +0.341% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,135 | $1.03M | $664,476.07 | - | -$366,771.93 | -35.57% | +3.851% |
| ALB Albemarle Corporation | 2,452 | $440,163.03 | $288,453.28 | - | -$151,709.75 | -34.47% | -0.102% |
| AMAT Applied Materials, Inc. | 3,268 | $833,950.02 | $1.66M | - | $825,115.57 | 98.94% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 13,969 | $2.26M | $6.65M | - | $4.39M | 194.3% | -1.904% |
| AMGN Amgen Inc. | 1,429 | $386,530.02 | $550,393.64 | - | $163,863.62 | 42.39% | -0.64% |
| AMT American Tower Corporation | 5,640 | $1.07M | $977,750.4 | - | -$96,309.21 | -8.97% | -0.631% |
| AMZN Amazon.com Inc | 71,943 | $14.13M | $19.54M | - | $5.41M | 38.32% | +15.321% |
| ANET Arista Networks, Inc. | 4,357 | $740,167 | $785,784.99 | - | $45,617.99 | 6.16% | +5.456% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for United Advisor Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Invesco NASDAQ 100 ETF - $2.63M, Exxon Mobil Corporation - $2.59M, Nebius Group N.V - $2.46M, Advanced Micro Devices, Inc - $1.61M, and FS KKR Capital Corp - $1.47M. 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: Coinbase Global, Inc - $1.13M, MARA Holdings Inc - $721,955.86, Bitmine Immersion Technologies, Inc - $619,770.64, Target Corporation - $492,229.98, and Adobe Inc - $465,775.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does United Advisor Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.92M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.65M, Ares Dynamic Credit Allocation Fund, Inc - $1.1M, United Parcel Service, Inc - $1.07M, MidCap Financial Investment Corporation - $831,964.2, and Oaktree Specialty Lending Corporation - $798,145.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are United Advisor Group LLC's monthly returns?
United Advisor Group LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can United Advisor Group LLC's strategy be considered aggressive or moderate?
United Advisor Group LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow United Advisor Group LLC's strategy?
United Advisor Group LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
