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:
65.84%
Gain -2.23%
Monthly
1.52%
Yearly
19.86%
Drawdown
28.19%
$945.49M
Equity
Holdings
$945.49M
Investment
$797.22M
$172.51M
Profit -$10.43M
Realized
$24.24M
Unrealized
$148.27M
Dividends
$36.21M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.23%
Profit
-$10.43M
Win %
63%
This Week
Compared To Last Week
Gain
-1.9%
Profit
-$18.32M
Win %
63%
This Month
Compared to last month
Gain
-0.43%
Profit
-$4.12M
Win %
63%
This Year
Compared to last year
Gain
0.42%
Profit
$4M
Win %
64%
EOG EOG Resources, Inc.
+3.53%
+$10,796.9 
FANG Diamondback Energy Inc
+3.49%
+$43,716.2 
KMI Kinder Morgan, Inc.
+3.14%
+$31,773.44 
COP ConocoPhillips
+3.06%
+$13,609.19 
RTX RTX Corporation
+2.8%
+$26,866.51 
BTI British American Tobacco p.l.c. ADR
+2.78%
+$11,335.68 
NOC Northrop Grumman Corporation
+2.71%
+$16,205.8 
DVN Devon Energy Corporation
+2.64%
+$7,712.9 
LMT Lockheed Martin Corporation
+2.61%
+$20,939.75 
VNOM Viper Energy Inc. Class A Common Stock
+2.49%
+$12,806.41 
SHEL Shell plc
+2.4%
+$8,588.24 
PBR Petrobras S.A. Sponsored ADR
+2.13%
+$10,795.68 
CVX Chevron Corporation
+2.1%
+$56,135.85 
PM Philip Morris International Inc.
+2.09%
+$64,020.47 
PEP PepsiCo, Inc.
+2.06%
+$14,005.27 
VDE Vanguard Energy ETF
+1.96%
+$11,327.68 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$7,700.49 
DUK Duke Energy Corporation
+1.76%
+$7,164.52 
EPD Enterprise Products Partners L.P.
+1.74%
+$43,067.68 
TJX The TJX Companies, Inc.
+1.65%
+$6,527.09 
SO The Southern Company
+1.65%
+$17,842.86 
GD General Dynamics Corporation
+1.52%
+$3,526.04 
ET Energy Transfer L.P.
+1.51%
+$5,958.9 
AMT American Tower Corporation
+1.43%
+$14,635.8 
MO Altria Group, Inc.
+1.36%
+$35,421.22 
KO The Coca-Cola Company
+1.31%
+$26,618.45 
COST Costco Wholesale Corporation
+1.28%
+$32,479.37 
NEM Newmont Corporation
+1.27%
+$13,400.52 
GE General Electric Company
+1.21%
+$12,550.88 
D Dominion Energy, Inc.
+1.16%
+$8,269.44 
CINF Cincinnati Financial Corporation
+1.12%
+$12,406.87 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+1.06%
+$35,513.66 
MRK Merck & Co., Inc.
+1%
+$20,481.25 
XLU Utilities Select Sector SPDR Fund
+0.98%
+$3,013.91 
MPLX MPLX LP
+0.98%
+$3,813.6 
SHLD Global X Defense Tech ETF
+0.94%
+$11,730.6 
TMUS T-Mobile US, Inc.
+0.93%
+$1,814.78 
KR Kroger Co.
+0.91%
+$2,124.96 
MAR Marriott International Inc. - Class A
+0.91%
+$2,059.11 
VZ Verizon Communications Inc.
+0.9%
+$28,098.8 
NEE NextEra Energy, Inc.
+0.89%
+$4,676.97 
HD The Home Depot, Inc.
+0.86%
+$9,630.14 
SYK Stryker Corporation
+0.83%
+$1,917.83 
SUN Sunoco L.P.
+0.83%
+$4,633.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.82%
+$2,194.92 
LIN Linde plc
+0.8%
+$3,009.9 
IYK iShares U.S. Consumer Staples ETF
+0.8%
+$1,711.05 
HWM Howmet Aerospace Inc.
+0.78%
+$2,765.07 
AQN Algonquin Power & Utilities Corp.
+0.77%
+$1,063.6 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.76%
+$5,048.61 
WMT Walmart Inc.
+0.76%
+$36,693.21 
PG Procter & Gamble Co
+0.75%
+$29,837.06 
XLP Consumer Staples Select Sector SPDR Fund
+0.74%
+$2,615.68 
PGR Progressive Corporation
+0.74%
+$13,373.33 
JPM JPMorgan Chase & Co.
+0.71%
+$56,308.83 
ZTS Zoetis Inc.
+0.69%
+$1,636.2 
JNJ Johnson & Johnson
+0.69%
+$15,672.18 
UYG ProShares Ultra Financials
+0.69%
+$1,515.1 
ORLY O'Reilly Automotive Inc.
+0.66%
+$2,774.72 
AFL Aflac Inc.
+0.63%
+$3,090.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$27,198.62 
LOW Lowe's Companies Inc.
+0.6%
+$3,208.93 
FYLD Cambria Foreign Shareholder Yield ETF
+0.6%
+$43,958.4 
TT Trane Technologies plc
+0.59%
+$1,452.6 
WFC Wells Fargo & Company
+0.57%
+$1,710.47 
CB Chubb Limited
+0.57%
+$2,279.34 
KMB Kimberly-Clark Corporation
+0.56%
+$1,970.26 
BRK-B Berkshire Hathaway Inc.
+0.55%
+$9,981.8 
ABBV AbbVie Inc.
+0.52%
+$8,308.92 
DPZ Domino's Pizza Inc.
+0.51%
+$1,058.41 
ISRG Intuitive Surgical, Inc.
+0.51%
+$5,719.71 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$1,510.42 
IDV iShares International Select Dividend ETF
+0.48%
+$1,598.59 
TXN Texas Instruments Inc
+0.48%
+$1,944 
LLY Eli Lilly and Company
+0.46%
+$9,030.4 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.46%
+$12,030.73 
VICI Vici Properties Inc.
+0.45%
+$1,030.05 
CL Colgate-Palmolive Company
+0.43%
+$1,167.6 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.42%
+$464.26 
GEV GE Vernova Inc.
+0.41%
+$2,807.04 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.4%
+$2,226.95 
TRV The Travelers Companies, Inc.
+0.39%
+$1,493.91 
IFRA iShares U.S. Infrastructure
+0.37%
+$796.53 
C Citigroup Inc.
+0.35%
+$673.81 
SPG Simon Property Group, Inc.
+0.35%
+$2,414 
PH Parker-Hannifin Corporation
+0.33%
+$948.28 
V Visa Inc. Class A
+0.32%
+$11,794.47 
SPCT Liberty One Spectrum ETF
+0.31%
+$986 
SPGI S&P Global Inc.
+0.31%
+$670.56 
DFIV Dimensional International Value ETF
+0.29%
+$7,369.4 
T AT&T Inc.
+0.28%
+$3,382.14 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.28%
+$812.24 
SDY SPDR S&P Dividend ETF
+0.27%
+$976.08 
IPKW Invesco International Buyback Achievers ETF
+0.26%
+$1,329.91 
AVDV Avantis International Small Cap Value ETF
+0.25%
+$2,277.45 
AAPL Apple Inc.
+0.24%
+$73,116.36 
CSSD Cohen & Steers Short Duration Preferred and Income Active ETF
+0.22%
+$650.78 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.2%
+$475 
DG Dollar General Corporation
+0.17%
+$396.92 
CAAA First Trust Commercial Mortgage Opportunities ETF
+0.17%
+$414.34 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
+0.16%
+$1,731.14 
SCHH Schwab U.S. REIT ETF
+0.16%
+$555.31 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.15%
+$384.93 
MPC Marathon Petroleum Corporation
+0.15%
+$1,141.86 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.15%
+$294.07 
DBL DoubleLine Opportunistic Credit Fund
+0.15%
+$482.82 
HUSV First Trust Horizon Managed Volatility Domestic ETF
+0.14%
+$387.99 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$2,751.32 
PFE Pfizer Inc.
+0.14%
+$3,562.44 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.14%
+$4,883.54 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$634.01 
DGRO iShares Core Dividend Growth ETF
+0.13%
+$382.4 
CSRE Cohen & Steers Real Estate Active ETF
+0.11%
+$5,747.91 
APD Air Products and Chemicals, Inc.
+0.09%
+$385.02 
APO Apollo Global Management, Inc.
+0.08%
+$315.81 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.07%
+$2,291.7 
DIVB iShares Core Dividend ETF
+0.07%
+$182.84 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.06%
+$287.93 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$661.62 
MGV Vanguard Mega Cap Value ETF
+0.05%
+$101.04 
CLOI VanEck CLO ETF
+0.05%
+$644.3 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$571.99 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$1,351.96 
OSCV Opus Small Cap Value ETF
+0.04%
+$4,122.42 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.04%
+$77.47 
SHV iShares Short Treasury Bond ETF
+0.04%
+$244.8 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$469.38 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$86.91 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$100.44 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+0.03%
+$107.77 
AMGN Amgen Inc.
+0.03%
+$185.77 
FITB Fifth Third Bancorp
+0.03%
+$136.22 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$545.05 
PAAA PGIM AAA CLO ETF
+0.03%
+$177.82 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$663.38 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$226.35 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$47.67 
SGVT Schwab Government Money Market ETF
+0.02%
+$75.61 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$520.02 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$283.01 
VTEB Vanguard Tax-Exempt Bond ETF
+0.01%
+$476.81 
VYM Vanguard High Dividend Yield ETF
+0.01%
+$98.34 
DFAI Dimensional International Core Equity Market ETF
+0.01%
+$977.72 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$27.04 
VYMI Vanguard International High Dividend Yield Index Fund
+0.01%
+$21.88 
VTV Vanguard Value ETF
0%
+$352.87 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CWS AdvisorShares Focused Equity ETF
0%
$0 
HDMV First Trust Horizon Managed Volatility Developed International ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
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 
IRE Defiance Daily Target 2X Long IREN ETF
-20.69%
-$28,855 
MSTU T-Rex 2X Long Master Date ETF
-19.94%
-$12,794.98 
CRWV CoreWeave, Inc.
-11.82%
-$117,628.74 
TWLO Twilio Inc.
-11.6%
-$84,982.77 
NBIS Nebius Group N.V.
-11.17%
-$131,920.8 
IREN IREN Limited
-10.18%
-$178,278.19 
SDGR Schrödinger, Inc.
-10.01%
-$31,298.7 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-9.07%
-$18,788.55 
PANW Palo Alto Networks, Inc.
-8.11%
-$122,653.28 
CRWD CrowdStrike Holdings, Inc.
-7.69%
-$135,808.27 
NET Cloudflare Inc.
-7.66%
-$75,348.45 
PLTR Palantir Technologies Inc.
-7.42%
-$1.48M 
STX Seagate Technology Holdings plc
-5.99%
-$35,421.29 
PLUG Plug Power Inc.
-5.72%
-$4,534.75 
SANM Sanmina Corporation
-5.68%
-$9,019.73 
NOW ServiceNow, Inc.
-5.57%
-$114,953.14 
BW Babcock & Wilcox Enterprises, Inc.
-5.54%
-$59,068.35 
SKYY First Trust Cloud Computing ETF
-5.42%
-$16,344.27 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.35%
-$34,469.6 
SNDK SanDisk Corporation
-5.33%
-$14,282.88 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.17%
-$71,390.4 
ARM Arm Holdings plc American Depositary Receipt
-5.09%
-$48,119.25 
WDC Western Digital Corporation
-4.97%
-$21,382.39 
INTC Intel Corporation
-4.95%
-$66,198 
AMD Advanced Micro Devices, Inc.
-4.86%
-$381,912.18 
HOOD Robinhood Markets, Inc.
-4.66%
-$26,500.4 
NTAP NetApp, Inc.
-4.55%
-$35,865.67 
ORCL Oracle Corporation
-4.52%
-$32,278.72 
QLD ProShares Ultra QQQ
-4.51%
-$24,836.52 
ARKK ARK Innovation ETF Fund
-4.45%
-$78,657.45 
COIN Coinbase Global, Inc.
-4.38%
-$31,725.05 
BAI iShares A.I. Innovation and Tech Active ETF
-4.33%
-$143,760 
MU Micron Technology, Inc.
-4.18%
-$206,346.1 
ANET Arista Networks, Inc.
-4.03%
-$32,546.79 
SHOP Shopify Inc.
-4%
-$157,622.56 
MRVL Marvell Technology, Inc.
-3.98%
-$39,491.66 
SNPS Synopsys, Inc.
-3.95%
-$15,135.12 
CRDO Credo Technology Group Holding Ltd.
-3.86%
-$7,592.78 
LRCX Lam Research Corporation
-3.71%
-$33,670.67 
META Meta Platforms Inc Class A
-3.71%
-$323,523.08 
FCTR First Trust Lunt U.S. Factor Rotation ETF
-3.7%
-$7,982.96 
DELL Dell Technologies Inc.
-3.65%
-$39,657.62 
AVGO Broadcom Inc.
-3.61%
-$89,214.12 
TTEQ T. Rowe Price Technology ETF
-3.54%
-$63,970.17 
IGPT Invesco AI and Next Gen Software ETF
-3.5%
-$6,696.96 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.5%
-$35,816.75 
SOFI SoFi Technologies, Inc.
-3.45%
-$5,399.68 
FSK FS KKR Capital Corp.
-3.4%
-$106,189.09 
AMAT Applied Materials, Inc.
-3.38%
-$47,484.07 
SE Sea Ltd.
-3.23%
-$8,300.25 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-3.22%
-$10,465.04 
CRM Salesforce Inc
-3.21%
-$25,446.99 
CION Cion Investment Corporation
-3.14%
-$5,178.27 
AIQ Global X Artificial Intelligence & Technology ETF
-3.14%
-$9,593.71 
KLAC KLA Corporation
-3.13%
-$13,202.3 
TSLA Tesla, Inc.
-3.05%
-$210,748.3 
NFLX Netflix, Inc.
-2.95%
-$24,392.94 
SOXX iShares Semiconductor ETF
-2.94%
-$5,321.17 
CPNG Coupang Inc.
-2.94%
-$8,275 
XYZ Block, Inc.
-2.78%
-$14,723.04 
FEPI Rex FANG Innovation Premium Income ETF
-2.75%
-$7,070.2 
MSFT Microsoft Corp.
-2.75%
-$635,571.15 
NOK Nokia Corporation Sponsored ADR
-2.72%
-$5,172.18 
XLK State Street Technology Select Sector SPDR ETF
-2.68%
-$86,833.89 
BCSF Bain Capital Specialty Finance Inc.
-2.63%
-$20,984.88 
VGT Vanguard Information Technology ETF
-2.61%
-$30,630.38 
INTU Intuit Inc.
-2.6%
-$7,430.41 
VRT Vertiv Holdings Co
-2.55%
-$10,994.7 
VBK Vanguard Small-Cap Growth ETF
-2.52%
-$18,995.64 
IWP iShares Russell Mid-Cap Growth ETF
-2.47%
-$52,383.65 
SMH VanEck Semiconductor ETF
-2.45%
-$13,068.55 
CVNA Carvana Co.
-2.41%
-$6,736.44 
IWO iShares Russell 2000 Growth ETF
-2.37%
-$15,653.44 
MTUM iShares MSCI USA Momentum Factor ETF
-2.34%
-$27,181.04 
IXN iShares Global Tech ETF
-2.34%
-$11,068.64 
SSO ProShares Ultra S&P500
-2.27%
-$6,188.84 
GOOGL Alphabet Inc
-2.27%
-$285,910.22 
GQGU GQG US Equity ETF
-2.25%
-$28,476.84 
QGRW WisdomTree U.S. Quality Growth Fund
-2.25%
-$148,062.2 
VFMO Vanguard U.S. Momentum Factor Fund
-2.25%
-$16,548.03 
ALB Albemarle Corporation
-2.25%
-$5,418.92 
QQQM Invesco NASDAQ 100 ETF
-2.23%
-$136,108.22 
QQQ Invesco QQQ Trust, Series 1
-2.21%
-$70,895.76 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.19%
-$6,872.83 
ETHA iShares Ethereum Trust
-2.18%
-$4,797.28 
CGGR Capital Group Growth ETF
-2.18%
-$36,947.04 
NLR VanEck Uranium and Nuclear ETF
-2.16%
-$17,854.72 
ICVT iShares Convertible Bond ETF
-2.15%
-$22,696.26 
MGK Vanguard Mega Cap Growth ETF
-2.14%
-$17,044.44 
GOOG Alphabet Inc
-2.12%
-$56,404.35 
ASTI Ascent Solar Technologies Inc.
-2.12%
-$400 
DE Deere & Company
-2.12%
-$7,031.36 
OBDC Blue Owl Capital Corporation
-2.08%
-$4,473.07 
CSCO Cisco Systems, Inc.
-2.07%
-$35,890.97 
BX Blackstone Inc.
-2.05%
-$14,527.5 
IWF iShares Russell 1000 Growth ETF
-2.04%
-$26,116.28 
TCHP T. Rowe Price Blue Chip Growth ETF
-2.04%
-$7,562.88 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$9,390.62 
CGBD Carlyle Secured Lending, Inc.
-2.02%
-$5,628.91 
IWY iShares Russell Top 200 Growth ETF
-2.01%
-$8,967 
VUG Vanguard Growth ETF
-2%
-$125,501.01 
XLC Communication Services Select Sector SPDR Fund
-1.95%
-$13,240.74 
CMG Chipotle Mexican Grill, Inc.
-1.95%
-$6,051.15 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.92%
-$89,281.17 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$20,811.92 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.9%
-$36,634.39 
FRDM Freedom 100 Emerging Markets ETF
-1.9%
-$139,495.72 
UBER Uber Technologies, Inc.
-1.87%
-$6,568.87 
VOOG Vanguard S&P 500 Growth ETF
-1.85%
-$17,838.65 
IBIT iShares Bitcoin Trust
-1.85%
-$21,888.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.84%
-$213,133.82 
AMZN Amazon.com Inc
-1.83%
-$335,973.09 
PWR Quanta Services Inc.
-1.83%
-$24,158 
IUSG iShares Core S&P U.S. Growth ETF
-1.8%
-$18,961.88 
ILMN Illumina, Inc.
-1.79%
-$9,297.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$55,232.43 
GBTC Grayscale Bitcoin Trust ETF
-1.76%
-$10,673.6 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.72%
-$4,280.43 
IWM iShares Russell 2000 ETF
-1.69%
-$42,710.13 
VTWO Vanguard Russell 2000 ETF
-1.67%
-$3,537.71 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.66%
-$5,146.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.64%
-$3,178.61 
GSBD Goldman Sachs BDC Inc.
-1.63%
-$14,639.64 
CGXU Capital Group International Focus Equity ETF
-1.61%
-$89,052.89 
DFAE Dimensional Emerging Core Equity Market ETF
-1.61%
-$10,044.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.61%
-$87,487.03 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.6%
-$39,499.03 
MFIC MidCap Financial Investment Corporation
-1.59%
-$35,754.21 
UNH UnitedHealth Group Incorporated
-1.59%
-$19,221.03 
SCHA Schwab U.S. Small-Cap ETF
-1.57%
-$67,319.49 
GOF Guggenheim Strategic Opportunities Fund
-1.57%
-$3,580.61 
APH Amphenol Corporation
-1.56%
-$23,444.7 
QCOM QUALCOMM Incorporated
-1.52%
-$13,617.7 
BIZD VanEck BDC Income ETF
-1.51%
-$2,249.6 
CEG Constellation Energy Corporation
-1.5%
-$4,538.87 
USMF WisdomTree U.S. Multifactor Fund
-1.48%
-$10,766.01 
BLCR iShares Large Cap Core ACT ETF
-1.47%
-$30,157.76 
NYT New York Times Co.
-1.46%
-$3,068.26 
VTSI VirTra, Inc.
-1.44%
-$2,388.6 
XMMO Invesco S&P MidCap Momentum ETF
-1.42%
-$2,438.13 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.42%
-$9,987.6 
OCSL Oaktree Specialty Lending Corporation
-1.4%
-$48,354.24 
CGGO Capital Group Global Growth Equity ETF
-1.39%
-$6,199.05 
VRTX Vertex Pharmaceuticals Incorporated
-1.38%
-$3,773 
GS The Goldman Sachs Group, Inc.
-1.37%
-$18,932.09 
SPEM SPDR Portfolio Emerging Markets ETF
-1.35%
-$16,032.26 
VWO Vanguard FTSE Emerging Markets ETF
-1.35%
-$32,481.31 
BKNG Booking Holdings Inc.
-1.33%
-$3,806 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$9,907.64 
VLUE iShares MSCI USA Value Factor ETF
-1.32%
-$3,648.12 
SCHE Schwab Emerging Markets Equity ETF
-1.31%
-$9,268.2 
TROW T. Rowe Price Group, Inc.
-1.31%
-$3,299.73 
TCPC BlackRock TCP Capital Corp.
-1.3%
-$4,935.59 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.3%
-$53,582.34 
TSPA T. Rowe Price U.S. Equity Research ETF
-1.29%
-$14,288.4 
XLG Invesco S&P 500 Top 50 ETF
-1.27%
-$12,475.62 
BXSL Blackstone Secured Lending Fund
-1.26%
-$6,620.64 
STXF Strive 500 ETF
-1.22%
-$238,685.07 
DGRE WisdomTree Emerging Markets Fund
-1.22%
-$6,558.08 
SCHM Schwab U.S. Mid-Cap ETF
-1.22%
-$56,058.24 
GAIN Gladstone Investment Corporation
-1.21%
-$13,355.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.21%
-$37,036.4 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.2%
-$17,145.81 
DFUS Dimensional U.S. Equity Market ETF
-1.2%
-$22,828.02 
IWL iShares Russell Top 200 ETF
-1.2%
-$2,641.53 
SCHX Schwab U.S. Large-Cap ETF
-1.18%
-$145,968.65 
BR Broadridge Financial Solutions, Inc.
-1.18%
-$4,122.72 
IBM International Business Machines Corporation
-1.18%
-$20,611.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.17%
-$3,606.36 
FNX First Trust Mid Cap Core AlphaDEX Fund
-1.16%
-$11,426.58 
IWV ISHARES RUSSELL 3000 ETF
-1.15%
-$4,179.93 
IWR iShares Russell Mid-Cap ETF
-1.15%
-$5,549.04 
EMR Emerson Electric Co.
-1.14%
-$4,934.85 
IVV iShares Core S&P 500 ETF
-1.14%
-$50,450.23 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.13%
-$40,568.8 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$33,301.39 
VOO Vanguard S&P 500 ETF
-1.12%
-$84,866.14 
CGUS Capital Group Core Equity ETF
-1.12%
-$5,713.57 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$19,616.17 
EPS WisdomTree U.S. LargeCap Fund
-1.09%
-$5,893.22 
DFAS Dimensional U.S. Small Cap ETF
-1.08%
-$12,017.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.08%
-$28,370.02 
VB Vanguard Small-Cap ETF
-1.06%
-$6,072.55 
MAIN Main Street Capital Corporation
-1.05%
-$2,394.57 
IJH iShares Core S&P Mid-Cap ETF
-1.04%
-$12,682.12 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-1.04%
-$10,262.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.03%
-$3,097.6 
IJR iShares Core S&P Small-Cap ETF
-1.02%
-$48,718.37 
BALI iShares Adaptive Large Cap ETF
-1.02%
-$37,479.48 
VT Vanguard Total World Stock ETF
-1.01%
-$3,428.8 
XLY Consumer Discretionary Select Sector SPDR Fund
-1%
-$3,307.14 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1%
-$34,176.87 
GBDC Golub Capital BDC, Inc.
-0.99%
-$29,548.07 
STWD Starwood Property Trust Inc.
-0.99%
-$22,121.75 
VPL Vanguard FTSE Pacific ETF
-0.98%
-$1,902.01 
ARCC Ares Capital Corporation
-0.98%
-$20,921.65 
CGDV Capital Group Dividend Value ETF
-0.94%
-$4,629.07 
MS Morgan Stanley
-0.93%
-$2,057.01 
NLY Annaly Capital Management, Inc.
-0.92%
-$10,256.61 
NVO Novo Nordisk A/S Sponsored ADR
-0.92%
-$2,838.6 
EYLD Cambria Emerging Shareholder Yield Fund
-0.91%
-$51,348.27 
KGS Kodiak Gas Services Inc.
-0.9%
-$6,822.81 
IWN iShares Russell 2000 Value ETF
-0.89%
-$1,917.59 
QUAL iShares MSCI USA Quality Factor ETF
-0.89%
-$7,774.68 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.89%
-$8,998.02 
NVDA NVIDIA Corporation
-0.87%
-$272,815.57 
XCEM Columbia EM Core ex-China ETF
-0.86%
-$6,057.24 
WCME First Trust WCM Developing World Equity ETF
-0.86%
-$7,632.78 
NTSX WisdomTree U.S. Efficient Core Fund
-0.86%
-$7,883.07 
IDEQ Lazard International Dynamic Equity ETF
-0.84%
-$3,283.96 
IMCB iShares Morningstar Mid-Cap ETF
-0.83%
-$26,167.86 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.83%
-$2,358.93 
ACIO Aptus Collared Investment Opportunity ETF
-0.82%
-$147,826.77 
VO Vanguard Mid-Cap ETF
-0.82%
-$3,237.56 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.8%
-$2,876.72 
PDI Pimco Dynamic Income Fund
-0.8%
-$2,000.88 
ROP Roper Technologies Inc.
-0.8%
-$3,534.96 
FJUN FT Vest US Equity Buffer ETF - June
-0.8%
-$2,051.42 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.79%
-$2,487.24 
MOAT VanEck Morningstar Wide Moat Fund
-0.79%
-$5,939.5 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.78%
-$2,483.46 
REFI Chicago Atlantic Real Estate Finance, Inc.
-0.74%
-$2,313.5 
MMM 3M Company
-0.73%
-$8,280.03 
EWJ iShares MSCI Japan ETF
-0.71%
-$1,583.04 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.7%
-$33,382.8 
ADME Aptus Drawdown Managed Equity Fund
-0.68%
-$11,330.55 
SYY Sysco Corporation
-0.67%
-$1,417.35 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.66%
-$13,469.94 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.65%
-$92,187.55 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$2,532.6 
REGN Regeneron Pharmaceuticals, Inc.
-0.65%
-$1,725.42 
CHE Chemed Corporation
-0.63%
-$4,740.78 
UPS United Parcel Service, Inc.
-0.62%
-$43,591.21 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$87,872.19 
IWS iShares Russell Mid-Cap Value ETF
-0.61%
-$2,411.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.61%
-$3,636.3 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$5,696.18 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.6%
-$22,281 
JUCY Aptus Enhanced Yield ETF
-0.6%
-$19,873.49 
CAH Cardinal Health Inc.
-0.59%
-$1,491.49 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.59%
-$3,004.94 
CGBL Capital Group Core Balanced ETF
-0.58%
-$9,708.75 
SLV iShares Silver Trust
-0.58%
-$1,310.1 
DSL DoubleLine Income Solutions Fund
-0.56%
-$1,733.38 
WTV WisdomTree U.S. Value Fund
-0.56%
-$32,249 
IALT iShares Systematic Alternatives Active ETF
-0.55%
-$4,646.9 
EMMF WisdomTree Emerging Markets Multifactor Fund
-0.55%
-$5,627.6 
DJUL FT Vest US Equity Deep Buffer Fund
-0.54%
-$1,405.27 
UNP Union Pacific Corporation
-0.53%
-$1,339.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.53%
-$7,465 
CBSH Commerce Bancshares, Inc.
-0.51%
-$8,237.35 
PHYL PGIM Active High Yield Bond ETF
-0.45%
-$4,356.3 
GWW W.W. Grainger, Inc.
-0.43%
-$1,059.85 
AVLV Avantis U.S. Large Cap Value ETF
-0.42%
-$9,267.96 
BA Boeing Company
-0.41%
-$1,688.7 
JNK SPDR Bloomberg High Yield Bond ETF
-0.41%
-$2,384.12 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.4%
-$1,871.2 
IWD iShares Russell 1000 Value ETF
-0.39%
-$8,335.47 
MA Mastercard Incorporated
-0.39%
-$3,710.42 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.39%
-$2,139.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.39%
-$3,518.76 
EZU iShares MSCI Eurozone ETF
-0.39%
-$1,243.38 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
-0.37%
-$1,045.72 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.37%
-$3,824.99 
SCHF Schwab International Equity ETF
-0.37%
-$5,461.3 
BAC Bank of America Corporation
-0.37%
-$3,686.76 
GLD SPDR Gold Shares
-0.36%
-$2,015.49 
MSMR M/S Managed Risk ETF
-0.36%
-$28,724 
AVUV Avantis U.S. Small Cap Value ETF
-0.36%
-$10,581.01 
SPHY SPDR Portfolio High Yield Bond ETF
-0.35%
-$7,047.68 
JEPI JPMorgan Equity Premium Income Fund
-0.35%
-$11,783.4 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.35%
-$8,268.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.34%
-$23,984.88 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.34%
-$1,952.29 
RWL Invesco S&P 500 Revenue ETF
-0.34%
-$2,234.22 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.33%
-$1,428.56 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.33%
-$23,816.61 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.33%
-$791.5 
XLV Health Care Select Sector SPDR Fund
-0.32%
-$1,946.55 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.32%
-$1,873.36 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-0.31%
-$12,390.52 
DRSK Aptus Defined Risk ETF
-0.29%
-$24,750.88 
XAR SPDR S&P Aerospace & Defense ETF
-0.29%
-$822.25 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.28%
-$17,763.82 
TDVG T. Rowe Price Dividend Growth ETF
-0.27%
-$27,094.9 
CTAS Cintas Corporation
-0.26%
-$1,337.28 
IVE ISHARES S&P 500 VALUE ETF
-0.26%
-$1,215.2 
TOUS T. Rowe Price International Equity ETF
-0.26%
-$4,517 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$1,627.3 
WPM Wheaton Precious Metals Corp.
-0.26%
-$1,557.88 
PYLD PIMCO Multisector Bond Active ETF
-0.26%
-$842.86 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.25%
-$3,249.09 
BNDX Vanguard Total International Bond ETF
-0.24%
-$6,945.19 
BLV Vanguard Long-Term Bond ETF
-0.24%
-$492.75 
HYD VanEck High Yield Muni ETF
-0.23%
-$2,301.42 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.22%
-$2,065.3 
IUSV iShares Core S&P U.S. Value ETF
-0.21%
-$1,226.16 
SYLD Cambria Shareholder Yield ETF
-0.21%
-$13,692.17 
ACN Accenture plc Class A
-0.2%
-$1,066.74 
SCHV Schwab U.S. Large-Cap Value ETF
-0.2%
-$3,950.73 
VFQY Vanguard U.S. Quality Factor Fund
-0.2%
-$496.8 
FPE First Trust Preferred Securities and Income ETF
-0.2%
-$6,877.64 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.2%
-$490.7 
DIS The Walt Disney Company
-0.2%
-$1,621.4 
SBUX Starbucks Corporation
-0.2%
-$564.87 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.2%
-$1,408 
DEFR Aptus Deferred Income ETF
-0.19%
-$516.6 
DFAW Dimensional World Equity ETF
-0.19%
-$1,339.68 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$1,022.04 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.17%
-$5,000.4 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.17%
-$6,305.44 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$734.72 
CGCP Capital Group Core Plus Income ETF
-0.16%
-$2,576.07 
PYPL PayPal Holdings Inc
-0.16%
-$859.68 
CAT Caterpillar Inc.
-0.16%
-$2,467.92 
ADI Analog Devices, Inc.
-0.15%
-$706.26 
IEFA iShares Core MSCI EAFE ETF
-0.15%
-$3,905.55 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.15%
-$1,557.97 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.14%
-$1,044.96 
COWZ Pacer US Cash Cows 100 ETF
-0.14%
-$347.2 
BMY Bristol-Myers Squibb Company
-0.14%
-$2,399.04 
CGCB Capital Group Core Bond ETF
-0.14%
-$3,689.53 
MBB iShares MBS ETF
-0.14%
-$1,002.75 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.13%
-$371.63 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.13%
-$16,229.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$429.08 
TOTR T. Rowe Price Total Return ETF
-0.13%
-$668.76 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.12%
-$539.04 
MUB iShares National Muni Bond ETF
-0.12%
-$1,977.12 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$692.07 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.12%
-$506.42 
FBND Fidelity Total Bond ETF
-0.11%
-$2,146.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$235.28 
TLT iShares 20+ Year Treasury Bond ETF
-0.11%
-$1,124.21 
ASML ASML Holding N.V. New York Registry Shares
-0.1%
-$2,815.54 
BUYW Main Buywrite ETF
-0.1%
-$1,242.94 
TFLR T. Rowe Price Floating Rate ETF
-0.1%
-$468.96 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$1,622.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$4,444.95 
DFIS Dimensional International Small Cap ETF
-0.1%
-$563.71 
ABT Abbott Laboratories
-0.1%
-$581.4 
CGMU Capital Group Municipal Income ETF
-0.1%
-$407.18 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$3,143.58 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$2,109.52 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.09%
-$284.4 
VNQ Vanguard Real Estate ETF
-0.09%
-$169.52 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.08%
-$567.4 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$3,240.43 
IEP Icahn Enterprises L.P.
-0.07%
-$163.56 
XLF Financial Select Sector SPDR Fund
-0.07%
-$231.28 
FLTB Fidelity Limited Term Bond ETF
-0.07%
-$323.3 
JCPB JPMorgan Core Plus Bond ETF
-0.07%
-$3,024.21 
HTRB Hartford Total Return Bond ETF
-0.06%
-$2,770.24 
IEUR iShares Core MSCI Europe ETF
-0.06%
-$146.08 
CPRT Copart Inc.
-0.05%
-$297.63 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$1,006.27 
DXJ WisdomTree Japan Hedged Equity Fund
-0.05%
-$146.97 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.05%
-$255.9 
DOL WisdomTree International LargeCap Dividend Fund
-0.04%
-$113.1 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$420.7 
DON WisdomTree U.S. MidCap Dividend Fund
-0.04%
-$2,839.98 
VOE Vanguard Mid-Cap Value ETF
-0.03%
-$251.22 
MCD McDonald's Corporation
-0.03%
-$331.56 
WM Waste Management, Inc.
-0.02%
-$94.15 
BINC iShares Flexible Income Active ETF
-0.02%
-$72.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$73.09 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$30.23 
BLK BlackRock, Inc.
-0.01%
-$28.57 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$121.83 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3794 | Longs Won 2397/3794 63% | Profit Factor 4.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,707.08 |
| Average Win $92,024.58 | Best Trade (Oct 15) $12.45M | Sharpe Ratio -8.21 |
| Average Loss -$34,414.16 | Worst Trade (Oct 15) -$3.67M | Z-Score 7.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $45,468.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 88,092 | $18.12M | $30.2M | - | $12.08M | 66.69% | +0.243% |
| ABBV AbbVie Inc. | 5,691 | $1.19M | $1.62M | - | $430,828.88 | 36.19% | +0.515% |
| ABT Abbott Laboratories | 5,814 | $622,184.24 | $608,028.12 | - | -$14,156.12 | -2.28% | -0.096% |
| ACIO Aptus Collared Investment Opportunity ETF | 379,043 | $14.74M | $17.77M | - | $3.04M | 20.6% | -0.825% |
| ACN Accenture plc Class A | 2,319 | $379,707.23 | $520,522.74 | - | $140,815.51 | 37.09% | -0.205% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 5,674 | $673,605.93 | $721,392.36 | - | $47,786.43 | 7.09% | -0.079% |
| ADI Analog Devices, Inc. | 1,130 | $290,496.89 | $455,757.25 | - | $165,260.36 | 56.89% | -0.155% |
| ADME Aptus Drawdown Managed Equity Fund | 29,430 | $1.32M | $1.66M | - | $333,582.86 | 25.24% | -0.68% |
| AFL Aflac Inc. | 4,149 | $460,742.99 | $492,880.45 | - | $32,137.46 | 6.98% | +0.631% |
| AGG iShares Core U.S. Aggregate Bond ETF | 46,789 | $4.64M | $4.46M | - | -$182,269.46 | -3.93% | -0.1% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 6,757 | $293,326.22 | $281,597.97 | - | -$11,728.25 | -4% | -0.132% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,773 | $193,731.93 | $296,307.84 | - | $102,575.91 | 52.95% | -3.136% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,135 | $1.03M | $610,257.72 | - | -$420,990.28 | -40.82% | -5.346% |
| ALB Albemarle Corporation | 2,452 | $440,163.03 | $235,318.44 | - | -$204,844.59 | -46.54% | -2.251% |
| AMAT Applied Materials, Inc. | 3,268 | $833,950.02 | $1.36M | - | $523,838.62 | 62.81% | -3.379% |
| AMD Advanced Micro Devices, Inc. | 13,969 | $2.26M | $7.47M | - | $5.21M | 230.61% | -4.863% |
| AMGN Amgen Inc. | 1,429 | $386,530.02 | $620,414.64 | - | $233,884.62 | 60.51% | +0.03% |
| AMT American Tower Corporation | 5,640 | $1.07M | $1.04M | - | -$36,553.41 | -3.4% | +1.431% |
| AMZN Amazon.com Inc | 71,943 | $14.13M | $17.99M | - | $3.87M | 27.38% | -1.833% |
| ANET Arista Networks, Inc. | 4,357 | $740,167 | $776,025.27 | - | $35,858.27 | 4.84% | -4.025% |
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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 - $1.6M. 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 $36.21M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.78M, United Parcel Service, Inc - $1.18M, Ares Dynamic Credit Allocation Fund, Inc - $1.14M, MidCap Financial Investment Corporation - $914,066.46, and Oaktree Specialty Lending Corporation - $894,854.15. 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.
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