WDW

William Dudley Webb Jr. Portfolio

Invests via WORLD EQUITY GROUP Inc. | Managed by William Dudley Webb Jr.
Invests via WORLD EQUITY GROUP Inc.
Managed by William Dudley Webb Jr.
Automatically Tracked
Tracking: 0 Updated: Jul 04 at 02:10 AM
William Dudley Webb Jr. Profile

With a distinguished career in the financial services sector, William Dudley Webb Jr. has established himself as a pivotal figure in investment and asset management. His expertise encompasses corporate strategy and operational efficiency, making significant contributions to various financial institutions throughout his tenure. As an industry leader, he has demonstrated exceptional acumen in fostering innovation while navigating complex market dynamics. This strategic insight not only enhances organizational effectiveness but also positions him favorably within investor circles seeking impactful leadership experiences. Webb's role emphasizes the critical interplay between strategic development and sustainable growth within finance.

With a distinguished career in the financial services sector, William Dudley Webb Jr. has established himself as a pivotal figure in investment and asset management. His expertise encompasses corporate strategy and operational efficiency, making significant contributions to various financial institutions throughout his tenure. As an industry leader, he has demonstrated exceptional acumen in fostering innovation while navigating complex market dynamics. This strategic insight not only enhances organizational effectiveness but also positions him favorably within investor circles seeking impactful leadership experiences. Webb's role emphasizes the critical interplay between strategic development and sustainable growth within finance.

Investment Philosophy & Strategy
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:
41.26%
Gain +0.05%
Monthly
0.69%
Yearly
8.67%
Drawdown
13.56%
$417.47M
Equity
Holdings
$417.47M
Investment
$338.03M
$311.76M
Profit +$201,870.58
Realized
$232.32M
Unrealized
$79.44M
Dividends
$50.1M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.05%
Profit
$201,870.58
Win %
75%
This Week
Compared To Last Week
Gain
1.09%
Profit
$4.56M
Win %
75%
This Month
Compared to last month
Gain
0.13%
Profit
$525,404.93
Win %
75%
This Year
Compared to last year
Gain
13.32%
Profit
$49.37M
Win %
76%
Charging Robotics Inc. logo
CHEV Charging Robotics Inc.
+658.16%
+$16,894.97
Ssr Mining Inc. logo
SSRM Ssr Mining Inc.
+6.21%
+$22,156.62
Kinross Gold Corporation logo
KGC Kinross Gold Corporation
+5.28%
+$11,488.6
Apple Inc. logo
AAPL Apple Inc.
+4.84%
+$1.12M
BARRICK MINING CORP Common Stock (ABR0) logo
B BARRICK MINING CORP Common Stock (ABR0)
+4.83%
+$8,838.72
ProShares Ultra XRP ETF logo
UXRP ProShares Ultra XRP ETF
+4.79%
+$1,917.96
Hecla Mining Company logo
HL Hecla Mining Company
+4.75%
+$25,630.64
Netflix, Inc. logo
NFLX Netflix, Inc.
+4.66%
+$26,392.88
Coeur Mining, Inc. logo
CDE Coeur Mining, Inc.
+4.59%
+$17,210.96
Bitwise Ethereum Option Income Strategy ETF logo
IETH Bitwise Ethereum Option Income Strategy ETF
+4.59%
+$15,643.86
Voyager Technologies, Inc. logo
VOYG Voyager Technologies, Inc.
+4.49%
+$51,534.71
VanEck Gold Miners ETF logo
GDX VanEck Gold Miners ETF
+4.48%
+$11,413.92
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+4.39%
+$25,786.45
Stryker Corporation logo
SYK Stryker Corporation
+4.2%
+$19,159.55
McDonald's Corporation logo
MCD McDonald's Corporation
+4.16%
+$68,387.26
Cintas Corporation logo
CTAS Cintas Corporation
+4.1%
+$8,682.24
The Walt Disney Company logo
DIS The Walt Disney Company
+3.96%
+$9,793.36
RTX Corporation logo
RTX RTX Corporation
+3.9%
+$25,136.55
Autodesk, Inc. logo
ADSK Autodesk, Inc.
+3.87%
+$9,402.97
MSCI Inc. logo
MSCI MSCI Inc.
+3.62%
+$10,582.14
Millicom International Cellular S.A. logo
TIGO Millicom International Cellular S.A.
+3.61%
+$11,320.74
Johnson & Johnson logo
JNJ Johnson & Johnson
+3.57%
+$58,763.22
Amgen Inc. logo
AMGN Amgen Inc.
+3.55%
+$12,922.56
The Coca-Cola Company logo
KO The Coca-Cola Company
+3.51%
+$121,501.2
Exelon Corporation logo
EXC Exelon Corporation
+3.5%
+$29,809.62
Abbott Laboratories logo
ABT Abbott Laboratories
+3.49%
+$22,736.42
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.34%
+$43,140.24
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
+3.23%
+$92,749.68
Visa Inc. Class A logo
V Visa Inc. Class A
+3.15%
+$42,111.6
Duke Energy Corporation logo
DUK Duke Energy Corporation
+3.04%
+$7,568.1
The Southern Company logo
SO The Southern Company
+3.01%
+$8,777.34
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+2.92%
+$25,785
iShares U.S. Defense & Aerospace Index ETF logo
IDEF iShares U.S. Defense & Aerospace Index ETF
+2.87%
+$9,241.4
Xcel Energy Inc. logo
XEL Xcel Energy Inc.
+2.84%
+$14,827.86
nVent Electric plc logo
NVT nVent Electric plc
+2.83%
+$16,035.99
Akre Focus ETF logo
AKRE Akre Focus ETF
+2.83%
+$17,861.22
Waste Management, Inc. logo
WM Waste Management, Inc.
+2.82%
+$23,213.32
Sterling Infrastructure, Inc. logo
STRL Sterling Infrastructure, Inc.
+2.78%
+$16,361.48
Walmart Inc. logo
WMT Walmart Inc.
+2.77%
+$72,102.5
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
+2.77%
+$8,724.36
Procter & Gamble Co logo
PG Procter & Gamble Co
+2.7%
+$35,079.81
iShares Silver Trust logo
SLV iShares Silver Trust
+2.69%
+$10,244.16
Chubb Limited logo
CB Chubb Limited
+2.68%
+$45,368.64
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
+2.68%
+$10,472.02
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
+2.63%
+$32,965.96
American Healthcare REIT, Inc. logo
AHR American Healthcare REIT, Inc.
+2.59%
+$16,844.03
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+2.58%
+$16,405.56
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+2.58%
+$5,191.44
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+2.56%
+$12,352.44
Welltower Inc. logo
WELL Welltower Inc.
+2.55%
+$16,148.36
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+2.51%
+$6,098.94
SPDR S&P Biotech ETF logo
XBI SPDR S&P Biotech ETF
+2.5%
+$31,143.23
ONEOK, Inc. logo
OKE ONEOK, Inc.
+2.45%
+$5,709.9
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+2.44%
+$7,795.08
CME Group Inc. logo
CME CME Group Inc.
+2.42%
+$27,854.45
Sprott Physical Gold Trust logo
PHYS Sprott Physical Gold Trust
+2.34%
+$14,667.89
Laureate Education Inc. logo
LAUR Laureate Education Inc.
+2.3%
+$13,334.3
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+2.28%
+$17,655.14
Danaher Corporation logo
DHR Danaher Corporation
+2.17%
+$18,877.6
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.17%
+$13,815.9
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
+2.15%
+$4,222.39
iShares Gold Trust logo
IAU iShares Gold Trust
+2.04%
+$11,798.6
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
+2.03%
+$6,947.37
SPDR Gold Shares logo
GLD SPDR Gold Shares
+2.03%
+$104,493.67
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+2.01%
+$28,324.68
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+1.92%
+$20,780.17
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
+1.9%
+$24,845.75
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.86%
+$41,768.36
Pfizer Inc. logo
PFE Pfizer Inc.
+1.84%
+$6,694.6
Ecolab Inc. logo
ECL Ecolab Inc.
+1.79%
+$6,681.6
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
+1.78%
+$8,382.88
Blackstone Mortgage Trust Inc logo
BXMT Blackstone Mortgage Trust Inc
+1.71%
+$14,919.92
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+1.7%
+$32,167.26
VictoryShares Free Cash Flow ETF logo
VFLO VictoryShares Free Cash Flow ETF
+1.69%
+$5,393.7
Casey's General Stores Inc. logo
CASY Casey's General Stores Inc.
+1.68%
+$19,473.41
Franklin U.S. Mid Cap Multifactor Index Fund logo
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.65%
+$24,026.88
Pacer Cash Cows Fund of Funds logo
HERD Pacer Cash Cows Fund of Funds
+1.64%
+$8,383.96
Altria Group, Inc. logo
MO Altria Group, Inc.
+1.64%
+$6,488.82
Union Pacific Corporation logo
UNP Union Pacific Corporation
+1.63%
+$6,825.18
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
+1.62%
+$23,300.88
Microsoft Corp. logo
MSFT Microsoft Corp.
+1.62%
+$192,540.74
SPDR Russell 1000 Yield Focus ETF logo
ONEY SPDR Russell 1000 Yield Focus ETF
+1.62%
+$7,785.44
ProShares Ultra S&P500 logo
SSO ProShares Ultra S&P500
+1.61%
+$5,041.84
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+1.61%
+$48,987.72
Las Vegas Sands Corp. logo
LVS Las Vegas Sands Corp.
+1.6%
+$2,925.96
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.57%
+$4,113.79
Abrdn Healthcare Opportunities Fund logo
THQ Abrdn Healthcare Opportunities Fund
+1.55%
+$5,423
The Estée Lauder Companies Inc. Class A logo
EL The Estée Lauder Companies Inc. Class A
+1.5%
+$6,713.36
WisdomTree International Quality Dividend Growth Fund logo
IQDG WisdomTree International Quality Dividend Growth Fund
+1.49%
+$6,593.28
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+1.47%
+$6,334.18
Canadian National Railway Company logo
CNI Canadian National Railway Company
+1.45%
+$3,841.92
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.41%
+$7,022.89
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.36%
+$7,289.16
Invesco Dorsey Wright Consumer Staples Momentum ETF logo
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF
+1.32%
+$28,612.47
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+1.31%
+$9,290.72
Adtalem Global Education Inc. logo
CVSA Adtalem Global Education Inc.
+1.29%
+$3,493.05
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+1.27%
+$3,143.93
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+1.26%
+$6,523.67
iShares MSCI International Quality Factor ETF logo
IQLT iShares MSCI International Quality Factor ETF
+1.25%
+$4,166.91
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+1.2%
+$6,410.84
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
+1.16%
+$2,134
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.14%
+$15,584.77
WisdomTree International SmallCap Dividend Fund logo
DLS WisdomTree International SmallCap Dividend Fund
+1.14%
+$3,295.68
Airbnb, Inc. logo
ABNB Airbnb, Inc.
+1.1%
+$5,115.93
Carvana Co. logo
CVNA Carvana Co.
+1.08%
+$8,621.3
iShares Core MSCI International Developed Markets ETF (IDEV) logo
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.07%
+$2,347.45
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+1.07%
+$4,173.85
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+1.06%
+$14,817.66
Goldman Sachs ActiveBeta International Equity ETF logo
GSIE Goldman Sachs ActiveBeta International Equity ETF
+1.06%
+$4,402.56
WisdomTree International Hedged Quality Dividend Growth Fund logo
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+1.05%
+$5,506.05
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.05%
+$3,918.19
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+1.02%
+$4,092.48
Power Solutions International, Inc. logo
PSIX Power Solutions International, Inc.
+0.98%
+$6,410.92
Global X Nasdaq 100 Covered Call ETF logo
QYLD Global X Nasdaq 100 Covered Call ETF
+0.93%
+$5,953.23
Neos Real Estate High Income ETF logo
IYRI Neos Real Estate High Income ETF
+0.87%
+$1,838.25
BNY Mellon ETF Trust BNY Mellon Concentrated International ETF logo
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
+0.83%
+$3,052.7
WisdomTree Dynamic Currency Hedged International Equity Fund logo
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.82%
+$11,980.64
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.78%
+$1,903.22
Vanguard Energy ETF logo
VDE Vanguard Energy ETF
+0.74%
+$7,912.08
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+0.73%
+$2,811.6
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
+0.7%
+$4,587.24
General Electric Company logo
GE General Electric Company
+0.69%
+$6,310.66
VictoryShares US 500 Enhanced ETF logo
CFO VictoryShares US 500 Enhanced ETF
+0.67%
+$8,440.94
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$35,329.95
Bank of America Corporation logo
BAC Bank of America Corporation
+0.63%
+$22,149.68
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.59%
+$20,757.77
First Trust WCM International Equity ETF logo
WCMI First Trust WCM International Equity ETF
+0.57%
+$7,053.86
DNP Select Income Fund Inc. logo
DNP DNP Select Income Fund Inc.
+0.56%
+$3,090
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+0.55%
+$1,337
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.51%
+$13,486.08
AT&T Inc. logo
T AT&T Inc.
+0.49%
+$3,116.6
Pentair plc logo
PNR Pentair plc
+0.45%
+$1,172.32
First Trust Equity Market Neutral ETF logo
NTRL First Trust Equity Market Neutral ETF
+0.43%
+$1,403.8
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+0.41%
+$7,978.62
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.4%
+$34,921.94
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
+0.39%
+$2,973.36
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.37%
+$1,326.8
XAI Madison Equity Premium Income Fund logo
MCN XAI Madison Equity Premium Income Fund
+0.36%
+$2,278.56
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.32%
+$1,527.68
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.31%
+$1,177.28
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
+0.3%
+$14,785.1
Ford Motor Company 6.500% Notes logo
F-PD Ford Motor Company 6.500% Notes
+0.28%
+$1,105.2
Nuveen Floating Rate Income Fund logo
JFR Nuveen Floating Rate Income Fund
+0.26%
+$1,033.86
Capital Group Global Equity ETF logo
CGGE Capital Group Global Equity ETF
+0.2%
+$832.86
Neos Enhanced Income Cash Alternative ETF logo
HYBI Neos Enhanced Income Cash Alternative ETF
+0.19%
+$415.81
BNY Mellon High Yield ETF logo
BKHY BNY Mellon High Yield ETF
+0.19%
+$3,058.56
PIMCO Multisector Bond Active ETF logo
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$409.25
Counterpoint High Yield ETF logo
HYTR Counterpoint High Yield ETF
+0.18%
+$446.92
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$1,136.64
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
+0.17%
+$904.41
Xtrackers USD High Yield Corporate Bond ETF logo
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.17%
+$1,369.38
Invesco BulletShares 2029 Corporate Bond ETF logo
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.16%
+$690.54
Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) logo
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$456.36
Fidelity Total Bond ETF logo
FBND Fidelity Total Bond ETF
+0.15%
+$1,220.38
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.14%
+$1,360.04
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+0.14%
+$4,185.32
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
+0.13%
+$268.3
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.12%
+$3,646.34
iShares MBS ETF logo
MBB iShares MBS ETF
+0.12%
+$651.44
Capital Group Municipal High-Income ETF logo
CGHM Capital Group Municipal High-Income ETF
+0.12%
+$333.18
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$1,201.97
iShares iBonds Dec 2027 Term logo
IBTH iShares iBonds Dec 2027 Term
+0.11%
+$287.62
Innovator Equity Dual Directional 15 Buffer ETF – October logo
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.11%
+$893.48
FT Vestladder Buffer ETF-USD I logo
BUFR FT Vestladder Buffer ETF-USD I
+0.11%
+$4,989.28
Capital Group Municipal Income ETF logo
CGMU Capital Group Municipal Income ETF
+0.11%
+$347.52
Vanguard Long-Term Bond ETF logo
BLV Vanguard Long-Term Bond ETF
+0.1%
+$283.5
Schlumberger Limited logo
SLB Schlumberger Limited
+0.09%
+$245.96
iShares Core Universal USD Bond ETF logo
IUSB iShares Core Universal USD Bond ETF
+0.09%
+$1,350.92
Avantis Short-Term Fixed Income ETF logo
AVSF Avantis Short-Term Fixed Income ETF
+0.09%
+$482.44
AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF logo
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.09%
+$364.45
Vanguard Mortgage-Backed Securities Fund logo
VMBS Vanguard Mortgage-Backed Securities Fund
+0.09%
+$309.72
FT Vest Buffered Allocation Fund logo
BUFG FT Vest Buffered Allocation Fund
+0.09%
+$4,215.68
Vanguard Ultra-Short Bond ETF logo
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$515.28
Rithm Capital Corp. logo
RITM-PD Rithm Capital Corp.
+0.08%
+$2,436
PIMCO Enhanced Low Duration Active Exchange-Traded Fund logo
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.07%
+$538.51
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
+0.07%
+$240.56
Global X Russell 2000 Covered Call ETF logo
RYLD Global X Russell 2000 Covered Call ETF
+0.06%
+$114.98
First Trust Enhanced Short Maturity Fund logo
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$415.37
Ftv Estus Max Buff ETF March logo
MARM Ftv Estus Max Buff ETF March
+0.06%
+$216.66
Invesco BulletShares 2026 Corporate Bond ETF logo
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$187.76
Schwab Fundamental Emerging Markets Large Company Index ETF logo
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.05%
+$110.28
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
+0.05%
+$263.95
iShares iBonds Dec 2026 Term Treasury ETF logo
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$125.88
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$140.36
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$112.84
FT Vest US Equity Deep Buffer Fund logo
DNOV FT Vest US Equity Deep Buffer Fund
+0.03%
+$216.34
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF logo
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.03%
+$140.04
FT Vest U.S. Equity Buffer ETF logo
FMAR FT Vest U.S. Equity Buffer ETF
+0.03%
+$188.62
Invesco BulletShares 2027 Corporate Bond ETF logo
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$91.28
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
+0.02%
+$110.3
FT Vest U.S. Equity Buffer E Fund logo
FSEP FT Vest U.S. Equity Buffer E Fund
+0.02%
+$112.13
Pacer Swan SOS Flex July ETF logo
PSFJ Pacer Swan SOS Flex July ETF
+0.01%
+$43.62
FT Vest US Equity Buffer ETF logo
FFEB FT Vest US Equity Buffer ETF
+0.01%
+$32.99
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46090A887
0%
$0
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87283Q867
0%
$0
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ACV
0%
$0
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AFSM
0%
$0
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BPRE
0%
$0
logo
BSCV
0%
$0
iShares U.S. Thematic Rotation Active ETF logo
BTHM iShares U.S. Thematic Rotation Active ETF
0%
$0
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BUFS
0%
$0
First Trust S-Network Future Vehicles & Technology ETF logo
CARZ First Trust S-Network Future Vehicles & Technology ETF
0%
$0
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
0%
$0
DoubleLine Opportunistic Credit Fund logo
DBL DoubleLine Opportunistic Credit Fund
0%
$0
Innovator Equity Dual Directional 15 Buffer ETF - March logo
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
0%
$0
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DDFN
0%
$0
logo
DDTS
0%
$0
DoubleLine Income Solutions Fund logo
DSL DoubleLine Income Solutions Fund
0%
$0
ProShares S&P 500 Dynamic Buffer ETF logo
FB ProShares S&P 500 Dynamic Buffer ETF
0%
$0
Swan Hedged Equity US Large Cap Fund logo
HEGD Swan Hedged Equity US Large Cap Fund
0%
$0
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
0%
$0
Amplify Bloomberg AI Value Chain ETF logo
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0
logo
JCI
0%
$0
logo
JPIE
0%
$0
logo
KHPI
0%
$0
logo
MAGS
0%
$0
Paloma Acquisition Corp I Unit logo
PALOU Paloma Acquisition Corp I Unit
0%
$0
logo
PFFA
0%
$0
Speedus Corp logo
SPDE Speedus Corp
0%
$0
Talen Energy Corporation logo
TLN Talen Energy Corporation
0%
$0
logo
UXAP
0%
$0
logo
UXJL
0%
$0
logo
UXOC
0%
$0
TTM Technologies, Inc. logo
TTMI TTM Technologies, Inc.
-13.2%
-$55,623.4
Corning Incorporated logo
GLW Corning Incorporated
-10.8%
-$49,038.9
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-10.38%
-$101,302.01
Lam Research Corporation logo
LRCX Lam Research Corporation
-10.19%
-$221,048.01
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-9.84%
-$104,872.43
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
-9.09%
-$103,505.58
Tesla, Inc. logo
TSLA Tesla, Inc.
-7.49%
-$357,547.88
Fluence Energy, Inc. logo
FLNC Fluence Energy, Inc.
-7.41%
-$25,829.12
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-7.35%
-$88,703.1
Celestica Inc. logo
CLS Celestica Inc.
-7.03%
-$68,861.13
SPDR S&P Semiconductor ETF logo
XSD SPDR S&P Semiconductor ETF
-6.74%
-$36,152.98
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
-6.65%
-$22,154.5
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
-6.64%
-$59,571.84
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-5.5%
-$80,258.84
ProShares UltraPro QQQ logo
TQQQ ProShares UltraPro QQQ
-5.31%
-$30,011.22
Intel Corporation logo
INTC Intel Corporation
-5.25%
-$62,584.58
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
-5.03%
-$84,834.3
Amphenol Corporation logo
APH Amphenol Corporation
-4.43%
-$23,752.19
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-4.26%
-$118,182.45
Qraft AI-Enhanced U.S. Large Cap Momentum ETF logo
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF
-4.13%
-$11,634.68
Baidu Inc. logo
BIDU Baidu Inc.
-3.93%
-$9,428.48
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-3.69%
-$121,806.78
YieldMax SMCI Option Income Strategy ETF logo
SMCY YieldMax SMCI Option Income Strategy ETF
-3.53%
-$1,912.16
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
-3.53%
-$38,805.81
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-3.5%
-$30,949.41
Eaton Corporation plc logo
ETN Eaton Corporation plc
-3.35%
-$61,668.92
DF Tactical 30 ETF logo
DFTT DF Tactical 30 ETF
-3.17%
-$9,809.89
BigBear.ai Holdings Inc. logo
BBAI BigBear.ai Holdings Inc.
-3.02%
-$3,212
Energy Fuels Inc. logo
UUUU Energy Fuels Inc.
-2.88%
-$11,353.72
Caterpillar Inc. logo
CAT Caterpillar Inc.
-2.81%
-$195,382.62
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
-2.8%
-$8,910.68
Carrier Global Corporation logo
CARR Carrier Global Corporation
-2.77%
-$9,348
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-2.71%
-$70,525.63
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
-2.67%
-$6,799.95
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.41%
-$171,345.67
AlphaDroid Defensive Sector Rotation ETF logo
EZRO AlphaDroid Defensive Sector Rotation ETF
-2.31%
-$76,926.14
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.27%
-$54,780.85
First Trust Dorsey Wright Dynamic Focus 5 ETF logo
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-2.25%
-$16,421.4
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-2.2%
-$11,001.12
Carnival Corporation Ltd. logo
CCL Carnival Corporation Ltd.
-2.14%
-$9,629.46
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
-2.12%
-$17,227.63
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
-1.89%
-$3,762.9
GE Vernova Inc. logo
GEV GE Vernova Inc.
-1.87%
-$13,381.19
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.79%
-$7,509.99
Shopify Inc. logo
SHOP Shopify Inc.
-1.78%
-$9,272.41
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$300,397.86
Invesco S&P MidCap Momentum ETF logo
XMMO Invesco S&P MidCap Momentum ETF
-1.72%
-$25,436.84
First Trust Small Cap Growth Fund logo
FYC First Trust Small Cap Growth Fund
-1.67%
-$12,543.3
Guardant Health Inc. logo
GH Guardant Health Inc.
-1.63%
-$12,462.93
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.62%
-$6,469.14
Calamos Dynamic Convertible and Income Fund logo
CCD Calamos Dynamic Convertible and Income Fund
-1.58%
-$18,969.06
Super Micro Computer Inc logo
SMCI Super Micro Computer Inc
-1.55%
-$4,247.11
Nasdaq 100 Core Premium Income ETF logo
GPIQ Nasdaq 100 Core Premium Income ETF
-1.55%
-$4,038.3
iShares Asia 50 ETF logo
AIA iShares Asia 50 ETF
-1.52%
-$16,309.53
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.51%
-$10,356.46
Neos NASDAQ-100 High Income ETF logo
QQQI Neos NASDAQ-100 High Income ETF
-1.48%
-$14,699.3
iShares Large Cap Core ACT ETF logo
BLCR iShares Large Cap Core ACT ETF
-1.48%
-$14,011.16
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
-1.42%
-$10,623.6
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund logo
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.4%
-$10,106.93
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-1.39%
-$163,223.5
Capital Group Global Growth Equity ETF logo
CGGO Capital Group Global Growth Equity ETF
-1.33%
-$3,787.3
Trane Technologies plc logo
TT Trane Technologies plc
-1.33%
-$10,436.08
WisdomTree U.S. Multifactor Fund logo
USMF WisdomTree U.S. Multifactor Fund
-1.29%
-$4,199.45
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-1.23%
-$9,883.47
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
-1.22%
-$4,690.98
Capital Group Growth ETF logo
CGGR Capital Group Growth ETF
-1.15%
-$6,112.8
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-1.13%
-$11,032.59
AST SpaceMobile, Inc. logo
ASTS AST SpaceMobile, Inc.
-1.13%
-$16,266.87
AlphaDroid Broad Markets Momentum ETF logo
EZMO AlphaDroid Broad Markets Momentum ETF
-1.12%
-$40,486.29
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.07%
-$21,323.82
Deere & Company logo
DE Deere & Company
-1.01%
-$2,359.55
WisdomTree U.S. SmallCap Fund logo
EES WisdomTree U.S. SmallCap Fund
-1.01%
-$4,009.59
Vanguard S&P Small-Cap 600 Growth ETF logo
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1%
-$2,518.38
Vanguard S&P 500 Growth ETF logo
VOOG Vanguard S&P 500 Growth ETF
-1%
-$3,158.64
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-0.98%
-$12,466.99
Brinker International Inc. logo
EAT Brinker International Inc.
-0.94%
-$4,936.08
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
-0.87%
-$7,740.6
First Trust Active Factor Mid Cap ETF logo
AFMC First Trust Active Factor Mid Cap ETF
-0.86%
-$2,854.25
Leuthold Select Industries ETF logo
LST Leuthold Select Industries ETF
-0.84%
-$4,543.42
Vanguard S&P Small-Cap 600 Value ETF logo
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.82%
-$1,079.04
Vanguard S&P Small-Cap 600 ETF logo
VIOO Vanguard S&P Small-Cap 600 ETF
-0.81%
-$3,353.31
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-0.78%
-$17,659.86
FT Nasdaq Buffer ETF July. logo
BUFQ FT Nasdaq Buffer ETF July.
-0.76%
-$33,898.45
Clean Harbors Inc. logo
CLH Clean Harbors Inc.
-0.73%
-$2,116.39
Main Sector Rotation ETF logo
SECT Main Sector Rotation ETF
-0.73%
-$12,677.6
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.72%
-$19,616.17
Woodward Inc. logo
WWD Woodward Inc.
-0.69%
-$3,721.89
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.67%
-$2,287.79
First Trust Mid Cap Core AlphaDEX Fund logo
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.64%
-$3,562.23
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.58%
-$5,889.97
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
-0.57%
-$1,869.78
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.55%
-$7,407.03
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
-0.55%
-$1,746.8
Alphabet Inc logo
GOOG Alphabet Inc
-0.48%
-$19,242.86
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$2,117.17
Capital Group Core Equity ETF logo
CGUS Capital Group Core Equity ETF
-0.45%
-$2,169.6
Neos Russell 2000 High Income ETF logo
IWMI Neos Russell 2000 High Income ETF
-0.43%
-$2,269.64
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.39%
-$6,598.86
Albemarle Corporation logo
ALB Albemarle Corporation
-0.38%
-$1,824.69
YieldMax Universe Fund of Option Income ETFs logo
YMAX YieldMax Universe Fund of Option Income ETFs
-0.38%
-$534
Alphabet Inc logo
GOOGL Alphabet Inc
-0.36%
-$26,224.7
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
-0.28%
-$2,003.68
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.28%
-$2,955.95
Invesco S&P SmallCap 600 Revenue ETF logo
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.27%
-$1,016
Keurig Dr Pepper Inc. logo
KDP Keurig Dr Pepper Inc.
-0.21%
-$747.6
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
-0.2%
-$1,722.64
First Trust Active Factor Large Cap ETF logo
AFLG First Trust Active Factor Large Cap ETF
-0.2%
-$1,143.34
Suncor Energy Inc. logo
SU Suncor Energy Inc.
-0.2%
-$1,074.05
FT US Equity Unconstrained Premium Dividend Accumulating ETF logo
UXJA FT US Equity Unconstrained Premium Dividend Accumulating ETF
-0.2%
-$4,173.82
Nuveen S&P 500 Dynamic Overwrite Fund logo
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.16%
-$985.83
First Trust High Yield Opportunities 2027 Fund logo
FTHY First Trust High Yield Opportunities 2027 Fund
-0.15%
-$646.84
FT Vest U.S. Equity Buffer ETF FJAN logo
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.14%
-$942.15
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$1,436.1
iShares Core Aggressive Allocation ETF logo
AOA iShares Core Aggressive Allocation ETF
-0.13%
-$1,418.17
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.13%
-$11,846.98
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
-0.13%
-$336.14
S&P 500 Core Premium Income Fund logo
GPIX S&P 500 Core Premium Income Fund
-0.13%
-$334.88
Pimco Dynamic Income Fund logo
PDI Pimco Dynamic Income Fund
-0.12%
-$764.82
Citigroup Inc. logo
C Citigroup Inc.
-0.11%
-$4,275.84
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.11%
-$1,282.6
FT Cboe Vest U.S. Equity Buffer ETF - December logo
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.11%
-$715.92
SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.1%
-$241.65
Pacer Swan SOS Flex January Fund logo
PSFD Pacer Swan SOS Flex January Fund
-0.1%
-$505.79
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
-0.1%
-$860.19
Builders FirstSource, Inc. logo
BLDR Builders FirstSource, Inc.
-0.09%
-$264.64
AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF logo
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
-0.09%
-$381.95
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.09%
-$4,538.33
CVS Health Corporation logo
CVS CVS Health Corporation
-0.09%
-$623.88
Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest logo
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.08%
-$234.5
Goldman Sachs MarketBeta U.S. logo
GSUS Goldman Sachs MarketBeta U.S.
-0.07%
-$806.84
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.06%
-$452.55
iShares International Aggregate Bond Fund logo
IAGG iShares International Aggregate Bond Fund
-0.06%
-$222.3
NEOS S&P 500 High Income ETF logo
SPYI NEOS S&P 500 High Income ETF
-0.06%
-$473.74
FT Vest US Equity Buffer & Protective Fund logo
XIDE FT Vest US Equity Buffer & Protective Fund
-0.05%
-$155.09
FT Vest U.S. Equity Buffer ETF logo
FOCT FT Vest U.S. Equity Buffer ETF
-0.04%
-$254.1
FT Vest Laddered Moderate Buffer Fund logo
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.04%
-$408.82
FT Vest US Equity Buffer ETF logo
FNOV FT Vest US Equity Buffer ETF
-0.04%
-$231.38
First Trust SMID Cap Rising Dividend Achievers ETF logo
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.02%
-$142.28
iShares MSCI International Momentum Factor ETF logo
IMTM iShares MSCI International Momentum Factor ETF
-0.02%
-$143.78
Innovator Equity Dual Directional 10 Buffer ETF - July logo
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.01%
-$224.56
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.01%
-$51.21
FT Vest U.S. Equity Deep Buffer Fund logo
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$114.54
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
5491
Longs Won
3061/5491 55%
Profit Factor
2.01
Profitability
Shorts Won
0/0 0%
Standard Deviation
$3.42M
Average Win
$199,130.64
Best Trade
(Jun 30) $92.73M
Sharpe Ratio
-0.43
Average Loss
-$124,521.25
Worst Trade
(Jun 30) -$222.18M
Z-Score
-12.38 (100%)
Commissions
$0
Avg. Trade Length
10m 1w 4d
Expectancy
$56,777.27
Loss Size 100% 90% 80% 70% 60% 50% 40% 30% 20% 10%
Probability of Loss <0.01% 0.01% 0.15% 0.77% 2.46% 6.06% 12.66% 23.62% 40.55% 65.3%
Consecutive Losing Trades 3,356 3,020 2,685 2,349 2,013 1,678 1,342 1,007 671 336
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV