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Jeffrey Steele Portfolio
Invests via Silverlake Wealth Management LLC | Managed by Jeffrey D. Steele, Thomas J. Golonka, Greg Steele, Theodore M. Riehle III
Invests via Silverlake Wealth Management LLC
Managed by Jeffrey D. Steele, Thomas J. Golonka, Greg Steele, Theodore M. Riehle III
Automatically Tracked
Jeffrey Steele Profile
With an extensive background in the technology sector, Jeffrey Steele has cultivated a reputation as an innovative leader. His career reflects significant accomplishments at the intersection of entrepreneurship and operational management, showcasing his ability to spearhead transformative initiatives within fast-paced environments. As a seasoned founder and executive, he is adept at driving growth through strategic partnerships and cutting-edge product development. Steele's insights into market dynamics position him uniquely to navigate complex business landscapes effectively. Additionally, his commitment to fostering talent and leveraging technological advancements aligns with emerging investment trends.
With an extensive background in the technology sector, Jeffrey Steele has cultivated a reputation as an innovative leader. His career reflects significant accomplishments at the intersection of entrepreneurship and operational management, showcasing his ability to spearhead transformative initiatives within fast-paced environments. As a seasoned founder and executive, he is adept at driving growth through strategic partnerships and cutting-edge product development. Steele's insights into market dynamics position him uniquely to navigate complex business landscapes effectively. Additionally, his commitment to fostering talent and leveraging technological advancements aligns with emerging investment trends.
Investment Philosophy & Strategy
Market insights drive Jeffrey Steele's investment approach, reflecting his rich experience in technology and entrepreneurship. His strategic decisions often emphasize disruptive innovations that capture emerging trends, leveraging operational acumen to enhance scalability. Known for identifying high-potential startups, he prioritizes companies with robust growth trajectories and a clear vision for market expansion. This focus is complemented by an entrepreneurial mindset that thrives on adaptability and responsiveness to shifting industry dynamics. As an investor, creating long-lasting value through meaningful collaborations stands central to his strategy.
Market insights drive Jeffrey Steele's investment approach, reflecting his rich experience in technology and entrepreneurship. His strategic decisions often emphasize disruptive innovations that capture emerging trends, leveraging operational acumen to enhance scalability. Known for identifying high-potential startups, he prioritizes companies with robust growth trajectories and a clear vision for market expansion. This focus is complemented by an entrepreneurial mindset that thrives on adaptability and responsiveness to shifting industry dynamics. As an investor, creating long-lasting value through meaningful collaborations stands central to his 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:
28.97%
Gain +0.01%
Monthly
0.31%
Yearly
3.83%
Drawdown
13.71%
$511.04M
Equity
Holdings
$511.04M
Investment
$419.96M
$96.21M
Profit +$21,123.71
Realized
$2.16M
Unrealized
$94.05M
Dividends
$25.47M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$21,123.71
Win %
79%
This Week
Compared To Last Week
Gain
0.004%
Profit
$21,123.71
Win %
79%
This Month
Compared to last month
Gain
-0.57%
Profit
-$2.92M
Win %
79%
This Year
Compared to last year
Gain
3.53%
Profit
$19.39M
Win %
79%
INTC Intel Corporation
+6.51%
+$54,464.77 
AMD Advanced Micro Devices, Inc.
+4.73%
+$30,356.56 
NAK Northern Dynasty Minerals Ltd.
+4.62%
+$2,250 
QCOM QUALCOMM Incorporated
+4.32%
+$21,610.9 
TFPM Triple Flag Precious Metals Corp
+4.14%
+$21,440.28 
CCL Carnival Corporation Ltd.
+3.77%
+$77,913.18 
GEV GE Vernova Inc.
+3.73%
+$34,479.65 
RING iShares MSCI Global Gold Miners ETF
+3.21%
+$13,709.52 
WU Western Union Co.
+3.14%
+$13,710.07 
FCX Freeport-McMoRan Inc.
+3.12%
+$8,638.11 
WPM Wheaton Precious Metals Corp.
+3.05%
+$20,602.15 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$36,361.67 
SCHW Charles Schwab Corporation
+2.71%
+$5,841.6 
NEM Newmont Corporation
+2.71%
+$32,369.04 
T AT&T Inc.
+2.52%
+$58,437.32 
VZ Verizon Communications Inc.
+2.49%
+$141,079.77 
JPM JPMorgan Chase & Co.
+2.31%
+$33,901.52 
AXP American Express Company
+2.18%
+$11,071.37 
TMQ Trilogy Metals Inc.
+2.08%
+$979.52 
GIS General Mills, Inc.
+2.04%
+$5,327.49 
PM Philip Morris International Inc.
+1.95%
+$12,824.49 
TFC Truist Financial Corporation
+1.93%
+$7,101.08 
PRU Prudential Financial, Inc.
+1.87%
+$6,147.11 
KMI Kinder Morgan, Inc.
+1.85%
+$40,623.2 
TSLA Tesla, Inc.
+1.82%
+$39,799.76 
MTB M&T Bank Corporation
+1.78%
+$5,558.13 
SMH VanEck Semiconductor ETF
+1.73%
+$44,226.12 
KBWB Invesco KBW Bank ETF
+1.7%
+$7,514.39 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$21,344.32 
WELL Welltower Inc.
+1.69%
+$4,190.12 
KEY KeyCorp
+1.66%
+$3,798.79 
ET Energy Transfer L.P.
+1.65%
+$34,166.34 
UNP Union Pacific Corporation
+1.65%
+$4,141.55 
WFC Wells Fargo & Company
+1.61%
+$7,796.46 
BX Blackstone Inc.
+1.58%
+$5,111.16 
BNS Bank of Nova Scotia
+1.57%
+$10,206.3 
BAC Bank of America Corporation
+1.56%
+$26,327.18 
OKE ONEOK, Inc.
+1.56%
+$34,698.57 
DE Deere & Company
+1.55%
+$13,896.43 
POWR iShares US Power Infrastructure ETF
+1.53%
+$4,647.76 
BLK BlackRock, Inc.
+1.52%
+$4,965.23 
DAL Delta Air Lines, Inc.
+1.5%
+$10,807.99 
GLW Corning Incorporated
+1.5%
+$16,416.75 
COF Capital One Financial Corporation
+1.48%
+$5,681.29 
CVS CVS Health Corporation
+1.47%
+$12,229.24 
CM Canadian Imperial Bank of Commerce
+1.45%
+$5,802.84 
CAT Caterpillar Inc.
+1.44%
+$70,950.07 
COP ConocoPhillips
+1.4%
+$5,951.88 
ADI Analog Devices, Inc.
+1.37%
+$5,626.05 
XLF Financial Select Sector SPDR Fund
+1.37%
+$20,037.6 
NEE NextEra Energy, Inc.
+1.35%
+$5,468.25 
SPGI S&P Global Inc.
+1.35%
+$17,974.39 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$13,912.32 
ABBV AbbVie Inc.
+1.32%
+$28,241.36 
PSEC Prospect Capital Corporation
+1.32%
+$464.49 
O Realty Income Corporation
+1.31%
+$4,599.18 
MFC Manulife Financial Corporation
+1.31%
+$3,729.96 
IFRA iShares U.S. Infrastructure
+1.29%
+$29,273.41 
C Citigroup Inc.
+1.27%
+$9,423 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$4,079.3 
NMAI Nuveen Multi-Asset Income Fund
+1.24%
+$4,671.43 
XSMO Invesco S&P SmallCap Momentum ETF
+1.22%
+$3,003.48 
VLO Valero Energy Corporation
+1.2%
+$4,869.02 
GGZ Gabelli Global Small & Mid Cap Value Trust
+1.2%
+$2,836.31 
DVY iShares Select Dividend ETF
+1.19%
+$3,999 
ITW Illinois Tool Works Inc.
+1.17%
+$2,613.45 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$6,019.2 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.17%
+$4,320.8 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$6,368 
VPU Vanguard Utilities ETF
+1.15%
+$12,684.48 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.13%
+$3,200 
TRMK Trustmark Corporation
+1.1%
+$2,686.5 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$7,661.47 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.1%
+$44,341.92 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$9,857.78 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$3,456.34 
JNJ Johnson & Johnson
+1.07%
+$65,669.16 
MPC Marathon Petroleum Corporation
+1.06%
+$4,088.51 
V Visa Inc. Class A
+1.05%
+$6,513.04 
BMO Bank of Montreal
+1.02%
+$6,833.96 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$2,344.14 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$24,550.95 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$2,976.36 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$8,905.6 
BHB Bar Harbor Bankshares
+0.98%
+$11,019.24 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,837.67 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.97%
+$27,199.14 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$57,644.4 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$2,839.85 
USRT iShares Core U.S. REIT ETF
+0.94%
+$2,638.72 
VTV Vanguard Value ETF
+0.94%
+$32,483.51 
VNQ Vanguard Real Estate ETF
+0.92%
+$19,674.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$16,315.21 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$35,192.16 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.89%
+$11,680.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$27,572.04 
IWX iShares Russell Top 200 Value ETF
+0.89%
+$3,292.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$11,969.49 
HDV iShares Core High Dividend ETF
+0.87%
+$6,030 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$15,510.35 
PPI ASTORIA REAL ASSETS ETF
+0.86%
+$13,471.19 
TPYP Tortoise North American Pipeline Fund
+0.86%
+$4,868.01 
PG Procter & Gamble Co
+0.86%
+$48,574.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$15,828.12 
EIX Edison International
+0.84%
+$1,684.82 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$8,421.66 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$1,957.12 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$10,056.78 
OSK Oshkosh Corporation
+0.81%
+$2,179.99 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.81%
+$4,113.68 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$81,688.13 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$10,100.26 
SO The Southern Company
+0.78%
+$7,907.36 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.78%
+$4,533.78 
SLV iShares Silver Trust
+0.77%
+$2,234.85 
CGDG Capital Group Dividend Growers ETF
+0.77%
+$1,731.88 
VDE Vanguard Energy ETF
+0.77%
+$1,886.02 
GE General Electric Company
+0.76%
+$13,294.26 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$10,183.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$25,718.96 
CVX Chevron Corporation
+0.75%
+$18,636.67 
XLE Energy Select Sector SPDR Fund
+0.75%
+$4,394.17 
SBUX Starbucks Corporation
+0.74%
+$2,048.2 
MO Altria Group, Inc.
+0.74%
+$15,541.19 
KMB Kimberly-Clark Corporation
+0.74%
+$13,227 
HD The Home Depot, Inc.
+0.73%
+$18,356.94 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,087.52 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$1,716.66 
GQQQ Astoria US Quality Growth Kings ETF
+0.71%
+$18,947.74 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$13,812.32 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$1,711.5 
VB Vanguard Small-Cap ETF
+0.7%
+$18,982.81 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$2,058.75 
JKF iShares Morningstar Large-Cap Value ETF
+0.69%
+$1,565.9 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$3,946.8 
EMR Emerson Electric Co.
+0.69%
+$4,232.67 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$3,962.28 
COST Costco Wholesale Corporation
+0.68%
+$16,410.19 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$4,962.07 
YUM Yum! Brands, Inc.
+0.68%
+$1,405.04 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$26,276.24 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$4,231.32 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.67%
+$1,038.33 
CGDV Capital Group Dividend Value ETF
+0.66%
+$24,701.44 
AVUS Avantis U.S. Equity ETF
+0.65%
+$22,360.58 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$1,945.32 
MS Morgan Stanley
+0.65%
+$2,519.87 
PHO Invesco Water Resources ETF
+0.63%
+$10,694.04 
DUK Duke Energy Corporation
+0.63%
+$4,430.4 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$1,381.59 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$4,610.94 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$11,826 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.6%
+$19,196.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$27,206.53 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$10,311.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,806.3 
VGT Vanguard Information Technology ETF
+0.58%
+$5,311.76 
EWJ iShares MSCI Japan ETF
+0.57%
+$1,754.83 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$3,855.86 
FDVV Fidelity High Dividend ETF
+0.57%
+$10,873.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$17,829.3 
AIG American International Group Inc.
+0.56%
+$2,621.64 
IVV iShares Core S&P 500 ETF
+0.55%
+$10,928.54 
VOO Vanguard S&P 500 ETF
+0.55%
+$90,006.13 
HON Honeywell International Inc.
+0.54%
+$2,682.26 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$1,379.77 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$1,252.2 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,522.15 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$11,679.12 
GOOGL Alphabet Inc
+0.53%
+$9,807.85 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$11,423.75 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$1,424.07 
CGUS Capital Group Core Equity ETF
+0.53%
+$3,610.31 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$4,336.82 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$1,730.45 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.53%
+$1,474.64 
PTLC Pacer Trendpilot US Large Cap ETF
+0.52%
+$2,832.3 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$3,160.59 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$6,053.79 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$9,795.24 
LVHI Franklin International Low Volatility High Dividend ETF
+0.49%
+$10,427.8 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$4,243.46 
FELC Fidelity Enhanced Large Cap Core ETF
+0.48%
+$16,106.8 
GDV Gabelli Dividend & Income Trust
+0.48%
+$12,053.02 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.48%
+$1,206.94 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.47%
+$12,422.97 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$6,523.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$7,402.36 
XLSR SPDR SSGA US Sector Rotation ETF
+0.47%
+$1,978.5 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$1,283.86 
HSY The Hershey Company
+0.45%
+$1,658.86 
GOOG Alphabet Inc
+0.45%
+$8,112 
WMT Walmart Inc.
+0.45%
+$10,390.16 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,104 
VT Vanguard Total World Stock ETF
+0.44%
+$5,969.63 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$18,158.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,913.48 
IXUS iShares Core International Stock ETF
+0.43%
+$1,599 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$1,654.89 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$2,762.24 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$1,239.6 
SURE AdvisorShares Insider Advantage ETF
+0.42%
+$2,064.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,982.4 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$2,305.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,474.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$969.34 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$1,052.93 
GD General Dynamics Corporation
+0.38%
+$1,345.05 
PSA Public Storage Common Stock
+0.38%
+$2,974.16 
PEP PepsiCo, Inc.
+0.38%
+$1,782.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,880.5 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$1,092.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$35,844.72 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,396.58 
ADX Adams Diversified Equity Fund, Inc.
+0.32%
+$865.68 
AMGN Amgen Inc.
+0.32%
+$5,104.97 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$10,480.08 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$888.87 
WM Waste Management, Inc.
+0.3%
+$1,154.36 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.3%
+$1,741.52 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$6,923.47 
GFEB FT VEST US Equity Moderate Fund
+0.28%
+$644.8 
XOM Exxon Mobil Corporation
+0.28%
+$10,912.15 
BDYN iShares Dynamic Equity Active ETF
+0.28%
+$14,202.3 
MMM 3M Company
+0.26%
+$1,170.17 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,312.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$5,852.17 
BP BP p.l.c. Sponsored ADR
+0.23%
+$719.6 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$10,555.45 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$774.4 
CMTV Community Bancorp Inc.
+0.2%
+$5,014.24 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.2%
+$554.58 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,435.04 
TRV The Travelers Companies, Inc.
+0.18%
+$417.2 
MFM MFS Municipal Income Trust
+0.18%
+$103.47 
VGK Vanguard FTSE Europe ETF
+0.18%
+$802.56 
VUG Vanguard Growth ETF
+0.18%
+$4,547.7 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.17%
+$549.73 
BNDX Vanguard Total International Bond ETF
+0.17%
+$1,892.96 
NVDA NVIDIA Corporation
+0.16%
+$3,634.88 
PFE Pfizer Inc.
+0.15%
+$3,375.08 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$1,206.88 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$1,918.29 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,321.81 
AAAU Goldman Sachs Physical Gold ETF
+0.12%
+$2,266.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$7,625.12 
LVS Las Vegas Sands Corp.
+0.12%
+$238.92 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.12%
+$4,763.05 
CGGR Capital Group Growth ETF
+0.11%
+$1,376 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$1,154.22 
KO The Coca-Cola Company
+0.11%
+$2,558.61 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$452.97 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.1%
+$496.15 
MSFT Microsoft Corp.
+0.1%
+$19,337.52 
IBMO iShares iBonds Dec 2026 Term ETF
+0.1%
+$521.6 
FDX FedEx Corporation
+0.09%
+$266.6 
IAU iShares Gold Trust
+0.08%
+$1,628.52 
ENB Enbridge Inc.
+0.07%
+$689.76 
CL Colgate-Palmolive Company
+0.07%
+$206.22 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.06%
+$375.63 
GLD SPDR Gold Shares
+0.06%
+$1,470.48 
TJX The TJX Companies, Inc.
+0.04%
+$271.6 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$135.88 
SILA Sila Realty Trust Inc.
+0.03%
+$177.96 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$184.77 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$102.22 
SHV iShares Short Treasury Bond ETF
+0.03%
+$271.89 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$225.84 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$51.08 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,419.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,941.26 
CLOA iShares AAA CLO ETF
+0.02%
+$49.24 
ORCL Oracle Corporation
+0.02%
+$82.11 
MCD McDonald's Corporation
+0.01%
+$133.71 
DMBS DoubleLine Mortgage ETF
+0.01%
+$116.11 
TIP iShares TIPS Bond ETF
+0.01%
+$37.11 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HIMU
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
JCI
0%
$0 
MMU Western Asset Managed Municipals Fund
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
RTRE
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
VDIG
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
PLUG Plug Power Inc.
-2.47%
-$2,342.9 
LLY Eli Lilly and Company
-2.41%
-$52,014.86 
PLTR Palantir Technologies Inc.
-2.36%
-$11,649.31 
NKE Nike, Inc. - Class B
-2.24%
-$3,932.54 
AAPL Apple Inc.
-1.52%
-$268,938 
LMT Lockheed Martin Corporation
-1.52%
-$3,665.64 
CLX The Clorox Company
-1.51%
-$2,934.84 
MU Micron Technology, Inc.
-1.43%
-$30,445.12 
MRK Merck & Co., Inc.
-1.42%
-$35,689.35 
AN AutoNation Inc.
-1.31%
-$3,810.01 
AMZN Amazon.com Inc
-1.23%
-$28,463.26 
BA Boeing Company
-1.16%
-$10,469.63 
NFLX Netflix, Inc.
-1.14%
-$2,624.46 
AXON Axon Enterprise, Inc.
-1%
-$6,705 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$9,861.76 
IBM International Business Machines Corporation
-0.95%
-$64,746.77 
AVGO Broadcom Inc.
-0.91%
-$3,650.5 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.86%
-$10,812 
OIA Invesco Municipal Income Opportunities Trust
-0.82%
-$889.15 
CSCO Cisco Systems, Inc.
-0.6%
-$6,474.39 
MDLZ Mondelez International, Inc.
-0.58%
-$1,579.16 
BSX Boston Scientific Corporation
-0.55%
-$1,210.04 
USA Liberty All Star Equity Fund
-0.52%
-$332.25 
UPS United Parcel Service, Inc.
-0.51%
-$2,526.71 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$5,011.86 
WYNN Wynn Resorts, Limited
-0.45%
-$1,128.96 
CWST Casella Waste Systems Inc.
-0.43%
-$1,010.1 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$925.43 
NAD Nuveen Quality Municipal Income Fund
-0.42%
-$3,981.95 
TT Trane Technologies plc
-0.41%
-$3,377.45 
RTX RTX Corporation
-0.37%
-$1,986.31 
AMLP Alerian MLP ETF
-0.34%
-$982.62 
VVR Invesco Senior Income Trust
-0.33%
-$126.39 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.32%
-$4,898.16 
PDT John Hancock Premium Dividend Fund
-0.31%
-$530.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$9,823.92 
DIS The Walt Disney Company
-0.3%
-$1,780.49 
UUUU Energy Fuels Inc.
-0.27%
-$687.84 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$1,260.48 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.26%
-$1,191.53 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.26%
-$822 
META Meta Platforms Inc Class A
-0.26%
-$3,321.97 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$3,910.83 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$2,729.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$488.67 
GILD Gilead Sciences Inc.
-0.22%
-$682.92 
SHEL Shell plc
-0.22%
-$917.89 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,166.18 
PCF High Income Securities Fund
-0.18%
-$222.97 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$4,670.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$692.64 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$464.94 
MDT Medtronic plc
-0.16%
-$526.11 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$2,122.82 
MBB iShares MBS ETF
-0.15%
-$961.1 
FBND Fidelity Total Bond ETF
-0.13%
-$6,911.76 
INMU iShares Intermediate Muni Income Active ETF
-0.12%
-$1,192.35 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$3,752.28 
LOW Lowe's Companies Inc.
-0.12%
-$619.93 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$261.36 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$365.68 
VHT Vanguard Health Care ETF
-0.12%
-$2,078.42 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.09%
-$307 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$482.72 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.09%
-$177.58 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$276.4 
EPD Enterprise Products Partners L.P.
-0.08%
-$378.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,462.4 
JBND JPMorgan Active Bond ETF
-0.07%
-$1,841.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$700.98 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.07%
-$308.96 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$774.41 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$206.34 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.06%
-$1,269.83 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.06%
-$290.25 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$769.58 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$149.27 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$102.54 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.03%
-$1,343.36 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$326.96 
IBIT iShares Bitcoin Trust
-0.03%
-$83.93 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$650.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$721.2 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$774.39 
MUB iShares National Muni Bond ETF
-0.01%
-$54.65 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4125 | Longs Won 2664/4125 64% | Profit Factor 5.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $130,337.28 |
| Average Win $44,417.63 | Best Trade (Jun 14) $4.16M | Sharpe Ratio -7.95 |
| Average Loss -$15,479.66 | Worst Trade (Jun 14) -$1.35M | Z-Score 10.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 3d | Expectancy $23,323.38 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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